Tuesday, July 19, 2016

Testing the client workflow

The critical thing after #1054 is to test whether everything still works correctly. Some processes there are not yet covered by any automatic test because they contain JavaScript dialogs. So the following is currently to be tested manually. A maintained copy of it is also Notifications in Lino Welfare.

The following instructions are for lino_welfare.projects.eupen, but similar steps are in lino_welfare.projects.chatelet.

  • Install Lino Welfare, go to the lino_welfare/projects/eupen directory, run initdb_demo followed by runserver.

  • Instead of logging in as Theresia, Caroline etc, consider logging in as Robin and then act as Theresia, Caroline. The advantage is that your menus and labels will be in English.

Managing newcomer requests (AssignCoach and RefuseClient)

  • Act as Caroline

  • Select Newcomers ‣ New Clients, double-click on Emil EIERSCHAL, select the Coaches tab.

  • In the Available coaches panel, click on Assign next to Hubert. Confirm dialog by clicking OK. Note that the console says:

    Notify 1 users that EIERSCHAL Emil (175) zugewiesen zu Hubert Huppertz

  • Note that the Workflow field now says “Coached –> Former”

  • Switch to the “History” tab and verify that a system note has been created.

  • Close the detail window and reopen it on Bruno BRAUN (another client). Select the Coaches tab. In the Workflow field click on Refuse. Select “PCSW is not competent” as Refusal reason from the selection list. Confirm dialog by clicking OK.

  • Switch to the “History” tab and verify that a system note has been created.

  • Act as Hubert and verify that he has a welcome message “You have 1 unseen notifications”. Click on this message and verify that the “About” field of the notification is a clickable pointer to the client Emil EIERSCHAL.

    No notification is sent for RefuseClient since there is no coaching.

As a reception clerk, receive a waiting visitor (ReceiveVisitor)

  • Click on the first client listed in Waiting visitors (EMONTS Daniel).

  • That client is waiting for Hubert. Click Receive in the Appointments panel. You get a confirmation Emonts Daniel begins consultation with Hubert Huppertz. Are you sure?. Click OK. Note that they are now Busy.

  • Close the detail window. Note that Daniel is no longer listed in Waiting visitors.

As a reception clerk, check out a visitor who leaves the center (CheckoutVisitor)

  • From the main menu, select Reception ‣ Busy visitors.

  • Find Daniel Emonts. Click on Checkout. Confirm the message Emonts Daniel leaves after meeting with Hubert Huppertz. Are you sure?

As a reception clerk, check in a visitor with appointment (CheckinVisitor)

  • Note that the demo data is not very realistic here.

  • Click on the first client mentioned in Waiting visitors.

  • Click Checkin on one of the appointments mentioned there

  • Confirm the dialog

  • Note that a system note has been created.

  • EndCoaching seems no longer used

  • CreateClientVisit

  • CreateCoachingVisit

Managing Notifications

I added filter parameters for Notifications.

Ticket #1056 done.

I was not possible until now to override the verbose_name of the owner field of a Controllable. Now it is possible using update_controller_field.

About naming things

The Lino Voga test suite had a subtle failure caused by #1013 (Konfigurieren können, welches Kolonnenlayout für Einschreibungen eines Kurses benutzt wird).

I start to understand that one day we should rename the “courses” module to “activities”. Because its usage is not limited to courses. And because it has not much to do with a school. I started to act accordingly: e.g. changed the verbose_name of lino_xl.lib.courses.models.Course from “Course” to “Activity”. Or what was seen by users as a “Course series” is now an “Activity line”. So Lino Voga no longer needs to override this. Note that in CPAS de Châtelet they continue to call them “Workshops” (“Ateliers” in French).

Another thing I understood today in a meeting with Annalisa: we are going to rename the word “tickets” by “pleas” (translated to “Bitten” in German).

Both cases show one of Lino’s cool sides: it is relatively painless to implement such name changes.

Note also that I don’t plan to also change the internal name (plugin and models) very soon. Because changing these is more painful because we need to define and apply database migrators.