Using latest manual_tests.md
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# Client & training
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# Client & training
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- Go to Add New -> Client.
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- Go to Add New -> Client.
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- Check that billing address fields are not there but there is a button to add them.
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- Check that billing address fields are not there but there is a button to add them.
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- *Click the button and billing fields should appear.* Do not fill in the billing fields at this stage however.
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- Click the button and billing fields should appear.* Do not fill in the billing fields at this stage however.
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- Upload a file to the Files field.
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- Upload a file to the Files field.
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- Fill in all required fields and save. You should arrive at the screen for the client you just created.
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- Fill in all required fields and save. You should arrive at the screen for the client you just created.
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- *Click the Edit tab. The billing fields should be gone and the button shoud be there*
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- Click the Edit tab. The billing fields should be gone and the button shoud be there
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- *Add one or more billing fields, save and then click the edit tab again- all the billing fields should show, and not the button.*
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- Add one or more billing fields, save and then click the edit tab again- all the billing fields should show, and not the button.
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- You should be able to download the file you uploaded.
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- You should be able to download the file you uploaded.
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- On the client screen there is a button to add a training
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- On the client screen there is a button to add a training
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- Click this and and fill in the required fields
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- Click this and and fill in the required fields
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- *Add 3 trainers:*
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- Add 3 trainers:
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- *one with no rate (rate input should disappear), then change it to Standard and the box should appear and be disabled and grey and say 115, then change to custom and the box shuould clear and become editable, then input 400*
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- one with no rate (rate input should disappear), then change it to Standard and the box should appear and be disabled and grey and say 115, then change to custom and the box shuould clear and become editable, then input 400*
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- *Add another trainer with "None" rate and one with Standard*
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- Add another trainer with "None" rate and one with Standard
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- *Save it, the trainers and rates should show , then when you edit it again the input box should be gone for the none one and disabled for the standard*
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- Save it, the trainers and rates should show , then when you edit it again the input box should be gone for the none one and disabled for the standard
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- Save. Click the link to return to client. The training immediately shows up in the training list for that client
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- It also appears in "All trainings"
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- Client shows up on "all clients" list
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- Searching for the client by name brings them up
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# Umbrella client
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# Umbrella client
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- Choose menu item "Add new umbrella client" and add one
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- Client shows up on "all umbrella clients" list
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- There is a button on the umbrella client screen to add a client
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- There is a button on the umbrella client screen to add a client
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- Adding a client creates one attached to that umbrella client and it immediately shows up in the client list for that umbrella client and also in "All clients", at the top of each
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- After adding a client it shows up on the umbrella client's screen
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- You can add a project to the umbrella client and it appears at the top of the list on the umbrella client screen
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- You can add a project to the umbrella client and it appears at the top of the list on the umbrella client screen
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- You can add a training to the umbrella client and it appears at the top of the list on the umbrella client screen
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- You can add a training to the umbrella client and it appears at the top of the list on the umbrella client screen
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- Add a training to the client who is attached to the umbrella client. It should show up on the umbrella client screen in the "Trainings for clients within this umrella" list.
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- Add a training to the client who is attached to the umbrella client. It should show up on the umbrella client screen in the "Trainings for clients within this umrella" list.
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---------------
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STUFF BELOW HERE MIGHT BE ABLE TO BE DONE IN PYTEST
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-----------------
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- Adding a client creates one attached to that umbrella client and it immediately shows up in the client list for that umbrella client and also in "All clients", at the top of each
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# Equal opps
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# Equal opps
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- Should not be able to see the menu items for adding or listing EOs as GNO standard user
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- Should not be able to see the menu items for adding or listing EOs as GNO standard user
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@ -37,12 +35,6 @@
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- Create one
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- Create one
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- It should appear in the All Equal Opps list
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- It should appear in the All Equal Opps list
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# Emergency contact
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#
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# Adding new client using the GUI
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## Tests for GUI settings
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## Tests for GUI settings
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* When adding a new client in the GUI, the status should default to Lead and the substatus to New Lead. (Setting: default values for those fields.)
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* When adding a new client in the GUI, the status should default to Lead and the substatus to New Lead. (Setting: default values for those fields.)
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* Neither the status nor the substatus dropdown should not contain a placeholder option such as "None" or "Select". (Setting: Required field)
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* Neither the status nor the substatus dropdown should not contain a placeholder option such as "None" or "Select". (Setting: Required field)
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@ -68,17 +60,6 @@
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* The subtypes dropdown should be populated according to the existing value of the types dropdown. E.g. save a client as "licensed premises" type and reopen; the subtypes should be a list including "Pub or Bar"
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* The subtypes dropdown should be populated according to the existing value of the types dropdown. E.g. save a client as "licensed premises" type and reopen; the subtypes should be a list including "Pub or Bar"
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* The status dropdown should be populated according to the existing value of the substatuses dropdown. E.g. save a client as substatus "One-off Training" and reopen; the status should be set to "Confirmed" and that should be the only option in the status dropdown.
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* The status dropdown should be populated according to the existing value of the substatuses dropdown. E.g. save a client as substatus "One-off Training" and reopen; the status should be set to "Confirmed" and that should be the only option in the status dropdown.
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# Trainings linked to projects or clients
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* Add a training from a client screen
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* It should have the client filled in by default, and a box for the project
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* Fill in a project and save
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* On the training screen there should be a link to the project
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* Click it to open the project, then add another training
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* The project field should default to the project and there should be a box for the client
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* Add a client and save
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* There should be a link to the client on the project screen
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* Click it and the project should be listed there
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# Email notification
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# Email notification
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## Tests for mail hook and post-save hook in goodnightout_opencase.module
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## Tests for mail hook and post-save hook in goodnightout_opencase.module
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## Tests for cron hook in goodnightout_opencase.module
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## Tests for cron hook in goodnightout_opencase.module
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* Start with a client whose substatus is "Recently Accredited"
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* Change the accreditation date to one that's more than 3 months in the past
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* Change the accreditation date to one that's more than 3 months in the past
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* Run cron
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* Run cron
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* The status should change to 3-month follow-up due and an email alert should be sen
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* The status should change to 3-month follow-up due and an email alert should be sen
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### As a GNO Standard User
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### As a GNO Standard User
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* There should be no delete tab on any entities (although you can delete links between clients)
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* There should be no delete tab on any entities (although you can delete links between clients)
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* All these entities should a checkbox for whether they are published:
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* All these entities should a checkbox for whether they are published:
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* Client / Umbrella Client
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* Client / Umbrella Client
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* Training / Project / Partner Organistion
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* Training / Project / Partner Organistion
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* Train the trainer event
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* Train the trainer event
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* Debrief / Evaluation
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* Debrief / Evaluation
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* Trainer
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* Trainer
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* Untick and save - you should be taken to the home page (client list) with a message saying the record has been Unpublished, and the entity should have disappeared from the "All" lists and also from the following contextual lists:
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* List of trainings on client & umbrella client screens
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* List of trainings on client & umbrella client screens
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* List of projects on client & umbrella client screens screen
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* List of projects on client & umbrella client screens screen
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* List of clients on umbrella client screens
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* List of clients on umbrella client screens
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* List of debriefs and evaluations on trainings screen
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* List of debriefs and evaluations on trainings screen
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# Accredited Clients Block
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# Accredited Clients Block
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* Block at the top of screen should show how many Clients of each type are Accredited - that is, with status Accredited or Reaccreditation Due
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* Block at the top of screen should show how many Clients of each type are Accredited - that is, with status Accredited or Reaccreditation Due
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* When you change a client's status to or from one of these or add or delete a client with one of these statuses
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* When you change a client's status to or from one of these or add or delete a client with one of these statuses
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* Unpublishing a client should remove them from the total and publishing them again should reinstate it.
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* Unpublishing a client should remove them from the total and publishing them again should reinstate it.
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