Test Procedure

Test Procedure

This page outlines various tests an administrator might want to do to verify yaai is 100% functional in their system. It also serves as a reference to define the expected behavior.

Screenshots of Expected Behavior

Look at the screenshots at the bottom of https://github.com/blak3r/yaai/wiki. These pretty much cover all the various cases that are outlined on this page.

Test Procedures

Unattended Mode (No interaction from user)

This test outline the expected behavior for how calls get automatically logged without any user intervention in the call popups or being logged into sugar at all for that matter.

Inbound Call

• Call in on an extension that matches no user --> Call will be assigned to the Sugar Soap User (typically this is "admin".
• Call in on an extension that matches a user --> Call will be assigned to that user.
• Call in from a number that matches an Account Phone number --> verify call gets logged to account.
• Call in from a number that matches a Contact --> verify call gets logged under contact and account.
• Call in from a number that matches two contacts but both are from same Account --> Verify call is logged to the account (and not on either contact).
• Call in from a number that matches two different Accounts --> Verify call gets logged to one of them. In this case there is no good solution, so yaai just picks one.

Attended Mode (IE User is logged in to Sugar)

Outbound

• Test click to dial works.
• Test call which matches no contacts.
• Test call which matches 1 contact.
• Test call which matches multiple contacts.

Inbound Call

• Confirm Popup shows up, Confirm Contact Matches and gets assigned to appropriate user.

Verify Calls Are Assigned to User

• Verify that calls are being assigned to the user.

Confirm memo save works.

• Type in a note.

Special Cases

####Confirm call gets linked to contact AFTER call is over.

• Make a call to a number which matches no contact.
• Hangup the call after about 20s.
• Click the Create Contact Button in the popup window.
• Fill in the contact info.... and save the contact.
• Verify that the call popup updates to display the new contact.
• Add some call notes.
• Go to contact detail record and verify the call is logged for that contact.

TODO

• Queues
• OpenCNAM