opencase_composer/manual_tests.md

Adding new client using the GUI

Tests for GUI settings

• 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.)
• Neither the status nor the substatus dropdown should not contain a placeholder option such as "None" or "Select". (Setting: Required field)

Tests for JS code in js/edit_client.js

• If you change the substatus, the status should automatically change accordingly (e.g. "One-off Training" -> "Confirmed", or "3-month follow-up due" -> "Accredited").
• You should not be able to change the status except by changing the substatus.
• Initially the client type should be "-None-" and the only thing in the subtypes dropdown should be "-None-" also.
• If you change the client type, the options in the subtype dropdown should populate accordingly (e.g. "Licensed Premises" -> a list including "Pub or Bar", or "Nightlife Organisation" -> a list including "Festival" and "Staffing Agency")
• The "-None-" option should always remain present in the subtypes dropdown.

Linked clients

• Client screen should have a button to add a linked client
• When you click it it should take you to a screen saying "Add linked client" with an autocomplete box
• Add One
• You should then see the linked client in the list on the original client's screen
• Clink on the linked client's name in the list and you should see that the original client is in the list of linked clients for it (i.e. it is a symmetrical relation)
• The delete link in the list should work, i.e. remove the linked client from the list

Editing a client using the GUI

Tests for JS code in js/edit_client.js

• 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"
• 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.

Automatic client status

Tests for presave hook in goodnightout_opencase.module

• Setup a client with status "Lead" and give it multiple trainings - leave the training status as N/A.
• Set some but not all of the trainings to status "post training materials sent"
• The status of the client should not change
• Set all the remaining trainings to status "post training materials sent"
• This should automatically set the client status to "Accredited" and their substatus to "Recently Accredited"

Trainings linked to projects or clients

• Add a training from a client screen
• It should have the client filled in by default, and a box for the project
• Fill in a project and save
• On the training screen there should be a link to the project
• Click it to open the project, then add another training
• The project field should default to the project and there should be a box for the client
• Add a client and save
• There should be a link to the client on the project screen
• Click it and the project should be listed there

Email notification

Tests for mail hook and post-save hook in goodnightout_opencase.module

• Change a client's status from something else to "3-month followup due" - the site admin should receive an email about it with "3-month followup due for " as the subject and a link to the client in the body
• Same for 6-month
• Same for the substatus that is just "follow-up due"
• Should not happen when client is saved without changing status
• Should not happen when status is changed to something else
• Create new clients with those substatuses - notification should happen