Testing the Partner Edit Screen's Address Functionality: Difference between revisions

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* [https://tracker.openpetra.org/view.php?id=5072 5072: Partner Edit / Address Tab: Adding more than one Address that already exists in the DB+accepting existing addr: Extra question]
* [https://tracker.openpetra.org/view.php?id=5072 5072: Partner Edit / Address Tab: Adding more than one Address that already exists in the DB+accepting existing addr: Extra question]
* [https://tracker.openpetra.org/view.php?id=5134 5134: Partner Edit / Address Tab: Adding more than one Address to a FAMILY and wanting to add all those to PERSONs:only 1st gets added]
* [https://tracker.openpetra.org/view.php?id=5134 5134: Partner Edit / Address Tab: Adding more than one Address to a FAMILY and wanting to add all those to PERSONs:only 1st gets added]
* [https://tracker.openpetra.org/view.php?id=5092 5092:  Partner Edit / Address Tab: When a new Address gets added and the Partners' Status wasn't 'ACTIVE' set it to 'ACTIVE']
* [https://tracker.openpetra.org/view.php?id=5111 5111: Partner Edit / Address Tab: 'Similar' Location - 'similarity' check not working, only exact matches found]
* [https://tracker.openpetra.org/view.php?id=5149 5149: Partner Edit / Address Tab: Warning about Multiple Mailing Addresses missing (compared to Petra 2.3)]
* [https://tracker.openpetra.org/view.php?id=5110 5110: Partner Edit / Address Tab: The 'Address' in 'Bad Adress' is spelt incorrectly]
* [https://tracker.openpetra.org/view.php?id=5110 5110: Partner Edit / Address Tab: The 'Address' in 'Bad Adress' is spelt incorrectly]
* [https://tracker.openpetra.org/view.php?id=5112 5112: Partner Edit / Address Tab: 'No valid address on file' or 'Bad Address']
* [https://tracker.openpetra.org/view.php?id=5112 5112: Partner Edit / Address Tab: 'No valid address on file' or 'Bad Address']
* [https://tracker.openpetra.org/view.php?id=4301 4301: Partner Edit / Address Tab: Record Counter displays 0 when Partner is opened no matter how many Addresses the Partner has got]
* [https://tracker.openpetra.org/view.php?id=4301 4301: Partner Edit / Address Tab: Record Counter displays 0 when Partner is opened no matter how many Addresses the Partner has got]
===Fixed in the meantime!===
* <s>[https://tracker.openpetra.org/view.php?id=5092 5092:  Partner Edit / Address Tab: When a new Address gets added and the Partners' Status wasn't 'ACTIVE' set it to 'ACTIVE']</s> --[[User:Christiankatict|Christiankatict]] ([[User talk:Christiankatict|talk]]) 16:05, 15 March 2016 (UTC) (While this was not working on Feb. 23rd, 2015 it got fixed by me on March 15th, 2016)
* <s>[https://tracker.openpetra.org/view.php?id=5111 5111: Partner Edit / Address Tab: 'Similar' Location - 'similarity' check not working, only exact matches found]</s>  --[[User:Christiankatict|Christiankatict]] ([[User talk:Christiankatict|talk]]) 16:05, 15 March 2016 (UTC) (While this was not working on March 7th, 2015 it got fixed by me on March 15th, 2016)
* <s>[https://tracker.openpetra.org/view.php?id=5145 5145: Partner Edit / Address Tab: making OpenPetra non-case sensitive for the existing 'similar location check']</s>
* <s>[https://tracker.openpetra.org/view.php?id=5149 5149: Partner Edit / Address Tab: Warning about Multiple Mailing Addresses missing (compared to Petra 2.3)]</s> --[[User:Christiankatict|Christiankatict]] ([[User talk:Christiankatict|talk]]) 16:05, 15 March 2016 (UTC) (While this was not working on March 8th, 2015 it got fixed by me on March 15th, 2016)

Revision as of 16:05, 15 March 2016

Overview

There a many, many ways in how addresses can be handled in the Partner Edit screen. This list gives an idea on how to enter and test many of those scenarios.

A reference on the details of advanced Address Tab functionality can be found here; this information should be used whenever the steps below are performed!

Creation of New Partners

Creation of new Partners of all Partner Classes, with a focus on PERSONs.

  • With no address.
  • With one or more addresses in either of the following ways:
    • completely new addresses entered manually;
    • manual entering of an existing address and…
      • accepting the ‘similar address’ that OpenPetra found;
      • not accepting the ‘similar address’ that OpenPetra found;
    • finding of an address...
      • replacing an existing address of the Partner;
      • when a new, empty address has just been created;
    • Deletion of one or more addresses.

Important:

  • ... with all of those operations: saving of data in at various in-between stages, or only at the end.
  • ... with all of those operations: create new Partners from the Main Menu, with the 'New Partner' functionality of the Partner Edit screen (ToolBarButton or File Menu MenuItem by that name) or by clicking the 'Create new Person for this Family' Button on the 'Family Members' Tab (only available when current Partner is of Partner Class FAMILY).

Opening of existing Partners of all Partner Classes (it doesn’t matter where a Partner gets opened from in Petra)

... and working with Addresses in all of the ways described above:

  • Opening of Partners that have no address on file;
  • Opening of Partners that have one or more addresses on file;
  • Adding / changing of one or more addresses in the following ways:
    • completely new addresses entered manually;
    • manual entering of an existing address and...
      • accepting the ‘similar address’ that OpenPetra found;
      • not accepting the ‘similar address’ that OpenPetra found;
    • finding of an address...
      • replacing an existing address of the Partner;
      • when a new, empty address has just been created;
  • Changing of one or more addresses of a Partner that other Partners have got, too (address change promotion dialog!).
  • Various FAMILY -> PERSON ‘promotion features’:
    • See various sections of the above mentioned wiki page!
  • Deletion of one or more addresses.

Important:

  • ...with all of those operations: saving of data in at various in-between stages, or only at the end.

Assessing Test Results

  • It is important to not only check that the performed operations yielded no obvious error (e.g. Exception occurring, Address Tab not showing what it ought to) but to open a Partner after a save operation has taken place to assess whether all changes have taken place as they ought to!
    • If other Partners ought to have been affected by a particular operation then those need to be opened as well to assess that what ought to have happened has indeed happened!
  • It can be helpful to have the Partner Find screen open in parallel as it gets refreshed whenever a Partner gets changed, and so will display Address changes, too. This is also a neat place from which to re-open a Partner (see bullet point above).

Simulating Real User Behaviour

With all of the listed operations it would be good (time permitting) to not only specifically perform 'Address related' data entry / data changes but in addition also a few other changes, e.g. at the top of the Partner Edit screen or on other Tabs of the Partner Edit screen, to 'simulate ordinary work' that users would do day-in, day-out on the Partner Edit screen.

Known Bugs!

This list is current as of March 3rd, 2016 and specifically contains Bugs that directly relate to specific functionality of the Address Tab, such as functionality mentioned here:

Fixed in the meantime!