opencase_composer/docs/manual_tests.md

# First
    - Log in as a user with the role "GNO Standard User".

# Client & training
    - Go to Add New -> Client.
    - Check that billing address fields are not there but there is a button to add them.
    - *Click the button and billing fields should appear.* Do not fill in the billing fields at this stage however.
    - Upload a file to the Files field.
    - Fill in all required fields and save. You should arrive at the screen for the client you just created.
    - *Click the Edit tab. The billing fields should be gone and the button shoud be there*
    - *Add one or more billing fields, save and then click the edit tab again- all the billing fields should show, and not the button.*
    - You should be able to download the file you uploaded.
    - On the client screen there is a button to add a training 
    - Click this and and fill in the required fields
    -  *Add 3 trainers:*
        - *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*
        - *Add another trainer with "None" rate and one with Standard*
    - *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*
    - Save. Click the link to return to client. The training immediately shows up in the training list for that client
    - It also appears in "All trainings"
    - Client shows up on "all clients" list
    - Searching for the client by name brings them up


# Umbrella client
    - Choose menu item "Add new umbrella client" and add one
    - Client shows up on "all umbrella clients" list
    - There is a button on the umbrella client screen to add a client
    - 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 
    - You can add a project to the umbrella client and it appears at the top of the list on the umbrella client screen
    - You can add a training to the umbrella client and it appears at the top of the list on the umbrella client screen
    - 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.

# Equal opps 
    - Should not be able to see the menu items for adding or listing EOs as GNO standard user
    - Log in as the special user
    - Create one
    - It should appear in the All Equal Opps list

# Emergency contact
# 


# 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.

# 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
* Ensure there is a user with the role "Follow-up alerts" whose email address you have access to
* Change a client's status from something else to "3-month followup due" - said user should receive an email about it with "3-month followup due for <client name>" as the subject and a link to the client in the body
* Same for 6-month
* Should not happen when client is saved without changing substatus (even if another field is changed)
* Should not happen when status is changed to something else

# Automatic client status & accreditation date
## 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", their substatus to "Recently Accredited", and their Accreditation Date to today.

## Tests for cron hook in goodnightout_opencase.module

* Change the accreditation date to one that's more than 3 months in the past
* Run cron
* The status should change to 3-month follow-up due and an email alert should be sen
* Change the status to "3-month follow-up sent" and change the accreditation date to one that's more than 6 months in the past
* Run cron
* The status should change to 6-month follow-up due and an email alert should be sent

# Number of participants

* Create a debrief for a training and fill in "Number of participants".
* The number should appear on the training when you view it.
* Edit the debrief to set a different number - it should overwrite the number on the training
* Create another debrief - should also overwrite
* Delete a debrief - number on training should not change

# Total fees on a project
* Create a project and add some fees
* When you view the project the fees should be listed and also total fee should be displayed
* Edit it and change a fee, delete a fee, add a fee
* The total should update
* The project along with its total fee should appear in the All Projects list

## Unpublishing and deleting entities
### As a GNO Standard User
* There should be no delete tab on any entities (although you can delete links between clients)
* All these entities should a checkbox for whether they are published:
    * Client / Umbrella Client   
    * Training / Project / Partner Organistion
    * Train the trainer event
    * Debrief / Evaluation
    * Trainer
* 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:
    * List of trainings on client & umbrella client screens    
    * List of projects on client & umbrella client screens screen
    * List of clients on umbrella client screens
    * List of debriefs and evaluations on trainings screen
* Unpublished entities should not show up in any autocomplete fields. i.e.:
    * Unpublished trainers should not come up as an option when filling in the trainer field on a training
    * Unpublished clients should not come up as an option when filling in the client field of a training or a project, or when adding a linked client to another client
    * Unpublished projects should not come up as an option when filling in the project field of a training 
    * Unpublished umbrella clients should not come up as an option when filling in the umbrella client field of a client

### As a GNO Admin user
* When you unpublish an entity you can still see it
* Unpublished entities should appear in all the lists, but in grey (and should not show up in autocomplete fields)
* You should be able to delete all entities
* When you delete a training it should warn you it's going to delete the debriefs and evaulations as well.

# Accredited Clients Block
* Block at the top of screen should show how many Clients of each type are Accredited - that is, with status Accredited or Reaccreditation Due
* When you change a client's status to or from one of these or add or delete a client with one of these statuses 
* Unpublishing a client should remove them from the total and publishing them again should reinstate it.