- Save the form as a draft. Draft applications can be found in the user's Dashboard.
- Submission pass:
- Fill all the required fields.
- Submit the form.
- Submission successful message.
- An email should be sent.
- Submission Fail:
- Fill only some of required fields and try to save the form.
- It should raise the required errors.
- Submission file upload:
- Fill the required fields.
- Submit the form with different file formats (Accepted file types are .doc, .docx, .odp, .ods, .odt, .pdf, .ppt, .pptx, .rtf, .txt, .xls, .xlsx)
**2. Determination form flow**
As an admin:
- Determination draft pass:
- Select a determination type.
- Save as a draft.
- You should be redirected to submission with determination submitted having status draft.
- Determination draft fail:
- Don't select any determination type and try to save the form.
- It should raise the required errors.
- Determination submit pass:
- Select a determination type.
- Submit the determination.
- Determination should be submitted and you should be redirected to the submission.
- Determination submit fail:
- Don't select any determination type.
- Submit the determination.
- It should raise the required error.
**3. Review form flow**
As an admin or as a reviewer:
- Review draft pass:
- Fill all the required fields.
- Save as a draft.
- You should be redirected to submission detail view with a review submitted having draft status.
- Review submit pass:
- Fill all the required fields and submit the form.
- You should be redirected to submission page and able to view to review along with score in Reviews & assignees section
- Review comment with no email pass:
- Add a comment to a review, verify that no email is sent. See [MR #135](https://code.librehq.com/ots/clients/ardc/hypha/-/merge_requests/135) for context. A review can be edited using the `Edit` link in the upper right of the review screen.
**4. Moving an application across statuses (Chelsea's workflow)**
As an admin:
- Process 1:
- On the submission detail page, click the update status button.
- Select new status and submit the form.
- The application status should be updated.
- Process 2:
- On the all submissions page, select the application.
- From menu above the table, select change status.
- Select new status from the form and submit the form.
- Application status should be updated.
**5. An admin or reviewer user should be able to look at someone else's review.**
As an admin:
- On the application detail view, head over to 'Reviews and Assignee's section in the right sidebar.
- Expand the section by clicking on arrow next to 'Reviews and Assignee's heading.
- You should be able to see all reviews related to this application.
**6. Admin workflows:**
As an admin:
-**Fund creation**:
In the wagtail admin interface, click the `Apply` option in the lefthand menu, then choose `Funds` > `Add Fund`.
- Fund draft pass:
- Fill all the required fields.
- Save as draft.
- Fund will be saved as draft but won't be visible to until published.
- Fund draft fail:
- Fill only some of the required field and try to save the fund as draft.
- It should raise the required errors.
To publish a fund, click the arrow to the right of the `Save Draft` button.
- Fund publish pass:
- Fill all the required fields.
- Publish Fund.
- Fund created and published message.
- Fund should be published and visible.
- Fund publish fail:
- Fill only some of the required fields and try to publish the fund.
- It should raise the required errors.
-**Round creation:**
In the wagtail admin interface, click the `Apply` option in the lefthand menu, then choose `Rounds`.
- Round draft pass:
- Select a fund.
- Fill all the required fields.
- Save as draft.
- Round will be saved as draft but won't be visible until published.
- Round draft fail:
- Select a fund.
- Fill only some of the required field and try to save the round as draft.
- It should raise the required errors.
- Round publish pass:
- Select a fund.
- Fill all the required fields.
- Publish round. Note that an unsaved round still exists in the system but is not visible, and can create overlap conditions with other rounds.
- Round created and published message.
- Round should be published and visible
- Round publish fail:
- Select a fund.
- Fill only some of the required fields and try to publish the round.
- It should raise required errors.
-**Registering Users:**
While logged out of grants-test.ardc.com.
- Register a new user success
- Steps
1. Navigate to https://grants-test.ardc.net/register/
2. Fill out email address, password fields (that match)
- Results
- Receive an email about activating the account
- Able to log in with password used
- Register a new user failure - already exists
- Steps
1. Navigate to https://grants-test.ardc.net/register/
2. Fill out email address that already is registered,
- Results
- Error displayed about user already existing
- Register a new user failure - passwords don't match
- Steps
1. Navigate to https://grants-test.ardc.net/register/
2. Fill out email address, passwords that do not match
- Results
- Error displayed about passwords not matching
-**Creating users:**
In the wagtail admin interface, click the `Settings` option in the lefthand menu, choose `Users` and click the `Add a User` button in the upper right.
- User created pass:
- Fill all the required fields.
- Select a role for the user.
- Add user.
- User should be created and you should be redirected to users page.
- User created fail:
- Fill only some of the required fields and try to add user.
- It should raise the required errors.
- User created fail, invalid name:
- Add a user but include "http://" in the name
- It should raise an error about invalid name
-**Administering users:**
In the wagtail editing interface:
- Edit user pass:
- Fill all the required fields.
- Save user.
- User updated message.
- User should be updated.
- Becoming user pass:
- On the "account" page and use the Become dialog (on the right), the selected users profile should open.
- By clicking Release you come back to your profile.
- Impersonate user fail:
- On the "account" page, there is no Become, or becoming a user does not open their profile.
- After Becoming another user, user profile opens but when you click release you don't go back to your profile.
-**Application form creation:**
In the wagtail admin interface, click the `Apply` option in the lefthand menu, then choose `Application Forms`, and click the `Add Application Form` button in the upper right.
- Create Application form pass:
- Fill all the required fields.
- Add any extra form field as per need.
- Save form.
- Application form created message.
- Application form should be created.
- Create Application form fail:
- Fill only some of the required fields and try to save the form.
- It should raise the required errors.
-**Review form creation:**
- Create Review form pass:
- Fill all the required fields.
- Add any extra form field as per need.
- Save form.
- Review form created message.
- Review form should be created.
- Create Review form fail:
- Fill only some of the required fields and try to save the form.
- It should raise the required errors.
-**Determination message creation:**
- Create determination messages.
- Save the messages.
-**Determination form creation:**
- Create Determination form pass:
- Fill all the required fields.
- Add any extra form field as per need.
- Save form.
- Determination form created message.
- Determination form should be created.
- Create Determination form fail:
- Fill only some of the required fields and try to save the form.
- It should raise the required errors.
**7. Eligibility workflow (Chelsea's initial review vs GAC review -- i.e., look at person's role)**
As an admin:
-**Assigning reviewers:**
- If system has reviewers in it (if not, no reviewers will show up in dialog)
- On submissions detail page click on 'Reviewers' button in the right sidebar
- Select the reviewers.
- Submit the form.
- Reviewers should be updated.
-**Adding meta terms:**
- If meta terms are configured (if not, no meta terms will show up)
- On submissions detail page, in the top section of right sidebar, click 'More Actions'
- Click add meta terms and select meta terms from the form
- Submit the form
- If there are no meta terms, go to wagtail admin -> apply -> meta terms. Add some meta terms there.
-**Responding to applicant:**
- Telling them they're ineligible
- This task is acheived through determination form
- Add a new determination with the status 'Dismissed'
- An email will be sent to user informing the in-eligibility
- Requesting more information from applicant
- This task is acheived through determination form
- Add a new determination with the status 'Needs more info'
- An email will be sent to user informing that they need to add more information in application
**8. Misc pages
As an admin:
-**Staff Assignments**
- On Submissions page, click "Staff Assignments" in header
- List of users should show up that have assignments
- Click on one of the users that has reviews assigned
- Should see list of submissions assigned to that staff member
