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SIT Testing Result
- bob.alicante
Gift Implementation Unit Testing
Test Case | Expected | Result |
|---|---|---|
845-GIN-001 |
| PASS
|
845-GIN-002 USYD Usyd_Update Gift Implementation Status (subflow) | Scenario#1 : GIN status should be updated to “Ready to Enter” Scenario#2: GIN status should be updated to “Held: Awaiting Signed Docs” Scenario#3: GIN status is Blank | PASS Scenario#1 from TAP-253 - MS - Column header in their List View called Action - calculated field - Phoenix - Confluence (atlassian.net) |
Transaction Optimization Testing:
Create a batch to test the transactions with two batch items and close the batch.
Batch closed - Transaction is created
Test Case | Expected | Result |
845 - 001 USYD_Campaign_member_status_update_when_new_transaction_created_subflow Created a new transaction - https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/lightning/r/AQB__Transaction__c/a1sBn00000074rhIAA/view a. Transaction > Campaign Appeal is not null. b. Transaction > Related to Void is false. c. Transaction > Write Off? is false. d. Transaction has a related Account. Related Account has a Primary Contact
And the transaction campaign appeal has the Campaign member as Primary contact with status = “Sent”
| Campaign member record should have the start date = transaction date, end date = transaction date and status = donated | PASS
|
845 – 002 USYD_Description_HOLD_RECEIPT_subflow Update the transaction description. Updated the description from “NAB;123456;Swathi I” to “NAB;123456;Swathi Inapakolla” | The Text Area Description should populate the new description we changed | PASS
|
845 - 003 USYD_Campaign_member_status_update_when_new_transaction_created_subflow Created a new transaction - https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/lightning/r/AQB__Transaction__c/a1sBn00000070D0IAI/view a. Transaction > Campaign Appeal is not null. b. Transaction > Related to Void is false. c. Transaction > Write Off? is false. d. Transaction has a related Account. Related Account has a Primary Contact https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/lightning/r/Contact/003Bn000007RMTRIA4/view And the transaction campaign appeal has the Campaign member as Primary contact with status = “Sent” | Campaign member record should have the start date = transaction date, end date = transaction date and status = donated | PASS |
845 - 004 Usyd_Campaign_member_status_update_when_transaction_campaign_appeal_changed Update the Appeal id of the transaction https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/lightning/r/AQB__Transaction__c/a1sBn00000070D0IAI/view a. Transaction > Campaign Appeal is not null. b. Transaction > Related to Void is false. c. Transaction > Write Off? is false. d. Transaction has a related Account. Related Account has a Primary Contact https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/lightning/r/Contact/003Bn000007RMTRIA4/view And the transaction campaign appeal has the Campaign member as Primary contact with status = “Sent” | Campaign member record where campaign member contact = Primary contact Id Status = donated | PASS
|
845 - 005 Usyd Update Reporting Section Flags (subflow) Transaction created or Updated | Below fields to be updated
| PASS
|
845 - 006
Updated the transaction set Third Party Payoff = TRUE |
Related Originating Transaction record is updated with the following value:
| PASS The Originating Transaction updated → Third Party Pledge is update with the Gift number from the transaction that triggered the flow
|
845 - 007 USYD_Description_HOLD_RECEIPT_subflow Create a Batch with Batch Item where description NE blank Receipt needs approval = true Close the batch | When new transaction created the linked batch item gift/pledge-> Receipt-> Receipt_On_Hold_Reason__c = Batch Item description | PASS Note: If the description is change no update to the hold reason |
845 - 008 Only when transaction created USYD_Transaction_Roll_up_to_Gift_Pledge_fields_subflow When a transaction created where - Record type = Pledge Soft Credit (or) Soft Credit | The related Gift/pledge, Gift Driver Derivation field to be set to true | PASS The Actual donor type and Gift Driver fields at gift/pledge level are not blank and GDD = false Which means GDD has been set to true and the Gift Driver Derivation flow triggered and updated the relevant field calculations and it will also set the GDD back to false |
845 - 009 Only when transaction created USYD_Transaction_Roll_up_to_Gift_Pledge_fields_subflow Check the field Pledge WO Designation and Pledge WO Notation at gift level if blank Update the linked transaction to meet the below conditions Write Off = True Record type = Pledge Method = Pledge Balance <0 | The Gift/Pledge Pledge WO Notation = Transaction->Pledge write off notation Pledge WO Designation = Transaction->Designation->Constituent facing name | Unable to test as I can’t set the batch item Write Off field to TRUE at record level before closing the batch
|
845 - 010 Only when transaction created USYD_Transaction_Roll_up_to_Gift_Pledge_fields_subflow Transaction Campaign Appeal not null | Gift/Pledge Campaign Appeal = Transaction campaign appeal | PASS Note : When Campaign Appeal changed at transaction level Gift/Pledge Campaign appeal not changed |
845-011 Created a new transaction | Original class code should have value from the designation highlighted field 
Original Class Code = Transaction->Designation->Designation Account Number Segment One | PASS
|
845-012 USYD_Populate_Chart_of_Accounts_in_Transaction_subflow When a transaction created and Designation Account Number blank | Designation account number = Transaction->Designation Account Number (formula : MID({!TransactionRec.AQB__ChartofAccounts__r.AQB__DesignationAccountNumber__c} ,6,LEN({!TransactionRec.AQB__ChartofAccounts__r.AQB__DesignationAccountNumber__c}))
| FAIL Value is same as the Designation Account Number at COA level
|
845 - 013 Usyd_NotifyProspectManagerOnTransaction When a transaction created and Campaign appeal record type = Appeal or Peer to Peer Fundraising or Memorial Giving & Account->prospect manager not blank Prospect Manager is active | A notification is sent to PM with Title - Community Giving Gift Notification | PASS
|
845 - 014 USYD_Transactions_afterInsertUpdate
|
| Test steps required from developer |
Gift/Pledge Unit Testing
Test Case | Expected | Result |
|---|---|---|
845-GA-001 USYD Automate task for GA for Pledge (subflow) Open an existing Gift record on an account where Pledge Status is not Pending Review
| Task record should get created only once when Gift Pledge Status is changed to Pending Review | PASS
|
845-GA-002 USYD AQC Donor Contact Type Auto-Updater (subflow)
| Test path for the given flow should be based on | PASS
|
845-GA-003 USYD Update Related Gift Implementation
| After closing the batch, GIN should be moved to GI-Kick off stage and pledge should get updated. | PASS After closing the batch, GIN is moved to GI-Kick off stage and pledge field is populated
|
845-GA-004 USYD Updates pledge status if gift/pledge recordtype is Pledge and Pledge Status is Active or Paid (subflow)
| Pledge status should get updatd as per the steps given in Gift/Pledge Unit Testing - Phoenix - Confluence (atlassian.net) | PASS 002371740 | Gift/Pledge | Salesforce 002371753 | Gift/Pledge | Salesforce
002371763 | Gift/Pledge | Salesforce
|
845-GA-005 USYD Update Credited Contacts and GRC Rollup (subflow) | Credited contact should have the correct percentage matching to the account | PASS 002371743 | Gift/Pledge | Salesforce Credited contact showing incorrect percentage. |
845-GA-006 USYD Update Text Area Description (subflow) | Description field should get updated with the entered value | PASS 002371691 | Gift/Pledge | Salesforce
|