5.15 Release Candidate Testing
Checklist for Testing 5.15-RC
Install and Upgrade
- Manual install Drupal 7
- Manual upgrade Drupal 7
- Manual Install WP
- Manual Upgrade WP
- Manual Install Joomla
- Manual Upgrade Joomla
Events
- Event Creation
- Add a Price set with line items of both Public and Admin visibility
- Event Registration - test with attention to Public/Admin visibility of the price set items
- Event Regsiter with Stripe
- Event Register with PayPal
- Event Register Pay Later
- Event Record Payment for Pay Later
- Event Regsiter and have CC payment fail
- Event Trace Contribution records
- Register Multiple Participants
- Register when full, test add to waitlist
- Add participant from waitlist
- Retest with https://github.com/civicrm/civicrm-core/pull/14563
- Test Sales Tax
- Test Invoice Printing
- Test Pay later and then Pay via dashboard
- Test Accounting reports
Contacts
- Create a Contact
- Edit a Contact
- Create an Organization
- Assign a Contact to an Organization
- Add an Activity
- Create and Send Email to a Contact
- Create a Group and Assign a Contact to Group
- Create Tags, Tag Sets
- Find and Merge Duplicate Contacts
Contributions
- Add a new Contribution
- Add a Contribution via a Page
- Add a new Contribution Page (Title tab)
- Add a new Contribution Page (Amounts tab)
- Add a new Contribution Page (Memberships tab)
- Add a new Contribution Page (Receipts and Tell a Friend tabs)
- Add a new Contribution Page (Profiles tab)
- Add a new Contribution Page (Premiums tab)
- Add a New Contribution Page (Personal Campaigns tab)
- Add a new Pledge
- Add a Premium
- Test Refunds of whole contributions
- Test Refunds of partial contributions via line item editor
Membership
- Add a Membership Price Set
- Add a new membership Contribution Page -- All Tabs
- Add a Price set with both Public and Admin visibility on line items
- Add a Premium
- Complete Membership - test with attention to public and private line items
- Renew Membership Admin
- Renew Membership Front End
- Edit Membership back end
- Review Bookkeeping Report
Price Sets
- Add a new Price Set (Memberships)
- Add a new Price Set (Contributions)
- Add a new Price Set (Events)
Search
- Find Contacts
- Find Activities
- Find Contributions
- Find Pledges
- Find Memberships
- Find Participants
- Export above search Results
- Create Smart Group
- Edit Smart Group
- Create and Send CiviMail
- Track Open
- Track Links
Settings
Test settings pages under admin Menu. Review, chnage and save. Ensure settings are in place
- System Settings - all items
- CiviContribute
- CiviEvent
- CiviMail
- CiviMember
- Localization
- Communications
- ACLs
- Custom Data and Screens
Contact Dashboard
- Review User Dashboard
- Ensure Invoice printing works if activated
- Ensure Pay Now is working
API
- Create a Contact via REST API
- Create a contact via api3
- create a contact via api4
Payment Processor
- Add a PayPal Standard processor
- Complete Contribution Forms
- Make Recurring Contribution - daily with an end date
- Make Recurring contribution with No end date
- Add second PayPal Standard Processor
- Track recurring IPN and logs to determine if correct processor has been chosen
- Repeat for Event registration
- Repeat for Membership
- Create Membership Price Set with Contributions
- Create Event Price Set with Contributions
- Test New Pages with the above price sets
- Add a new Payment processor - iATS, Stripe
- test with multiple processors (again) to ensure that the correct processor is selected when the payments are made
- Test Receipts and Confirm emails
Extern
- Email Links
- Add more once I can think of them
CiviCRM Menu : Review Menu and quick search
- Initial menu on Joomla
- Initial Menu on Drupal 7
- Initial menu on WP
- Review extension addons to menu
- Reorder menu via UI
Test Sites:
Anyone who needs access for testing please ask in the comments
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