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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

Mail

  • 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

Edited by kcristiano