Critical flows - Automattic/woocommerce-payments GitHub Wiki

WooPayments critical flows

We have identified what we consider to be our most critical user flows within WooPayments. These flows will help us focus and prioritize our testing efforts.

These flows will continually evolve as the plugin evolves with flows updated, added or re-prioritized.

See also testing instructions for each flow.

User type	Area	Flow Name	Testing instructions
Merchant	Admin	Open admin area as non-admin	:white_check_mark:
Merchant	Onboarding	Onboard via Payments Connect	:white_check_mark:
Merchant	Onboarding	Onboard via Payments Connect as a builder	:white_check_mark:
Merchant	Onboarding	Onboard via WooCommerce setup wizard	:white_check_mark:
Merchant	Onboarding	Onboard via WooCommerce tasks list	:white_check_mark:
Merchant	Onboarding	Onboard via WooCommerce Payments Settings	:white_check_mark:
Merchant	Onboarding	Manual plugin installation and setup	:white_check_mark:
Merchant	Onboarding	[Multi site] Manual plugin installation and setup	:white_check_mark:
Merchant	Onboarding	Plugin update (via plugins page)	:white_check_mark:
Shopper	Checkout	[Multi site] Checkout with normal credit card	:white_check_mark:
Shopper	Payment methods	Add new payment method	:white_check_mark:
Shopper	Payment methods	Delete payment method	:white_check_mark:
Merchant	Order	Manual capture	:white_check_mark:
Merchant	Order	Full refund	:white_check_mark:
Merchant	Order	Partial refunds (one, several)	:white_check_mark:
Merchant	Order	Refund failure	:white_check_mark:
Merchant	Disputes	Dispute created notifications	:white_check_mark:
Merchant	Disputes	Update order status when disputes are created or closed	:white_check_mark:
Merchant	Disputes	Save evidence	:white_check_mark:
Merchant	Disputes	Winning dispute	:white_check_mark:
Merchant	Disputes	Losing dispute	:white_check_mark:
Merchant	Admin	View account balances	:white_check_mark:
Merchant	Admin	Transaction / Dispute / Payout details for large dataset	:white_check_mark:
Merchant	Admin	View transactions	:white_check_mark:
Merchant	Admin	Filter transactions	:white_check_mark:
Merchant	Admin	Search transactions	:white_check_mark:
Merchant	Admin	Download transactions as CSV file	:white_check_mark:
Merchant	Admin	View transaction details	:white_check_mark:
Merchant	Admin	View payouts	:white_check_mark:
Merchant	Admin	View destinations for payouts with status "Estimated"	:white_check_mark:
Merchant	WC Pay Subscriptions	Create a subscription product	:white_check_mark:
Merchant	WC Pay Subscriptions	Suspend (pause) and resume a subscription	:white_check_mark:
Merchant	WC Pay Subscriptions	Promote subscriptions with a discount coupon (signup, one-off, or recurring)	:white_check_mark:
Shopper	WC Pay Subscriptions	Purchase a subscription product	:white_check_mark:
Shopper	WC Pay Subscriptions	Cancel an active subscription and re-subscribe	:white_check_mark:
Shopper	WC Pay Subscriptions	Change payment method (card) for an active subscription	:white_check_mark:
Shopper	WC Pay Subscriptions	Use a coupon when purchasing a subscription product	:white_check_mark:
Shopper	WC Subscriptions integration	Purchase subscription product	:white_check_mark:
Shopper	WC Subscriptions integration	Purchase free trial subscription	:white_check_mark:
Shopper	WC Subscriptions integration	Purchase multiple subscriptions	:white_check_mark:
Shopper	WC Subscriptions integration	Renew subscription	:white_check_mark:
Shopper	WC Subscriptions integration	Change payment method to new card	:white_check_mark:
Shopper	WC Subscriptions integration	Change payment method to saved card	:white_check_mark:
Shopper	WC Subscriptions integration	Change default payment method	:white_check_mark:
Shopper	WC Subscriptions integration	Set default payment method	:white_check_mark:
Merchant	WC Subscriptions integration	Renew subscription manually	:white_check_mark:
Merchant	WC Subscriptions integration	Renew subscription automatically	:white_check_mark:
Merchant	Multi-currency	Set up	:white_check_mark:
Merchant	Multi-currency	Edit	:white_check_mark:
Merchant	Multi-currency	Add widget	:white_check_mark:
Merchant	Multi-currency	Onboarding	:white_check_mark:
Merchant	Multi-currency	Block Widget for Currency Switcher	:white_check_mark:
Shopper	Multi-currency	Checkout as a guest shopper	:white_check_mark:
Shopper	Multi-currency	Checkout as a logged-in shopper	:white_check_mark:
Shopper	Payment Methods	Add a new payment method to an existing subscription	:white_check_mark:
Shopper	Payment Methods	Shipping cost changes when switching shipping methods	:white_check_mark:
Shopper	Checkout	Saving payment details to Stripe Link and use them for the checkout	:white_check_mark:
Shopper	Checkout	Sign up to to WooPay and checkout	:white_check_mark:
Shopper	Checkout	Shopper tests	:white_check_mark: