Release testing instructions for WC Payments 3.7.0

EPS gateway in UPE

Expected outcome

EPS gateway should be available in UPE to be enabled for stores in the list below, gateway fees are displayed and calculated correctly on checkout.

Fee structure

• United States: 1.8% + $0.30 with 1.5% international fee and 1% for currency conversion
• Canada: 1.8% + C$0.30 with 1.5% international fee and 2% for currency conversion
• UK: 1.6% + 20p
• Australia: 1.8% + A$0.30 with 1.5% international fee and 2% for currency conversion
• New Zealand: 1.8% + NZ$0.30 with 1.5% international fee and 2% for currency conversion
• European countries (Ireland, France, Italy, Spain, Portugal, Germany, Austria, Netherlands, Belgium): 1.8% + €0.25
• Poland: 1.8% + 1.00zl
• Switzerland: 2.9% + CHF0.30
• Singapore: 1.8% + S$0.50 with 1.5% international fee and 2% for currency conversion
• Hong Kong: 1.8% +HK$2.35 with 1.5% international fee and 2% for currency conversion

Testing instructions

• Under dev tools the boxes for Enable grouped settings, Enable UPE checkout, and Add UPE additional payment methods need to be checked.
• If EUR is your default currency, navigate to WooCommerce > Settings > General and change the currency to USD.
• If EUR is an enabled currency in your store, navigate to WooCommerce > Settings > Multi-Currency and remove EUR as a currency.
• Navigate to Payments > Settings.
• Find Payments accepted on checkout, verify EPS is in the list, along with its icon.
• Select EPS and click Save changes, verify that changes were saved.
• Navigate to WooCommerce > Settings > Multi-Currency and verify EUR is now an enabled currency in your store.
• On the frontend, add an item to your cart, and go to checkout.
• Verify your currency is not EUR, payment method should show as Credit card / debit card and when selecting Use a new payment method, EPS should not appear.
• Switch your currency to EUR, payment method should show as Popular payment methods and when selecting Use a new payment method, EPS should appear.
• Select EPS.
• Complete checkout/place order.
• You will be taken to a Stripe test confirmation page, choose Authorize test payment.
• Once order is received, navigate to WooCommerce > Orders in the admin.
• Find your order and select it.
• Click Refund, and then increase a line item in your order to 1.
• Click Refund via WooCommerce Payments, verify your refund completed.
• Navigate to Payments > Transactions, you should see your Payment and Payment refund listed for your order, verify both have the Bancontact logo.
• Click on the Payment, then verify the Payment method both at the top and bottom are correctly formatting (they will have default test info).
• Do the same for the Payment refund.
• Navigate to Payments > Settings, then click the trash can icon to delete EPS. Verify the name and the logo in the modal are correct, then click Remove, scroll to the bottom and Save changes.
• Verify EPS is no longer in enabled the list of Payment methods.

BECS Direct Debit

Expected Outcome

BECS Direct Debit gateway should be available to be enabled for stores in Australia, gateway fees are displayed and calculated correctly on checkout.

Fee structure: 1% + A$0.30 capped at A$3.50

Testing instructions

1. Setup a new JN site with WooCommerce, WooCommerce Payments & WooCommerce Payments Dev Tools.
2. Configure WCPay Dev according to this screenshot.
3. On-board WooCommerce Payments choosing Australia as country.
4. Go to WP-ADMIN -> Payments -> Settings -> Payments accepted on checkout -> Add payment method and confirm that BECS Direct Debit is displayed, along with its icon, and the fees match. Screenshot
5. Enable BECS Direct Debit, and click Save changes.
6. On the store, add an item to your cart, and go to checkout.
7. Verify your currency is not AUD, BECS should not appear under Popular payment methods.
8. Switch your currency to AUD, BECS should be available under Popular payment methods. Screenshot
9. Make 3 purchases using the following accounts numbers and 000000 as BSB.

• 000123456 - Order notes screenshot
• 111111113 - Order notes screenshot
• 922222227 (have a 3 minutes delay) - Order notes screenshot

10. Use the 1st account number again to do a purchase over $500 to test capped fees.
11. Go to WP-ADMIN -> WooCommerce -> Orders.
12. Open the first order (with account number 000123456).
13. Click Refund, and then increase the line item in your order to 1.
14. Click Refund via WooCommerce Payments, verify your refund is completed.
15. Confirm that the orders notes match the ones on the screenshots above in 9. Order notes screenshot.
16. Go to WP-ADMIN -> Payments -> Transactions, you should see your Payment and Payment refund listed for your order, verify both have the Direct Debit logo. Screenshot
17. Click on the Payment, then verify the Payment method both at the top and bottom are correctly formatted. Screenshot
18. Go to WP-ADMIN -> Payments -> Settings, then uncheck BECS Direct Debit.
19. Verify that the name and the logo in the modal are correct (screenshot), then click Remove and Save changes.
20. Verify BECS Direct Debit is no longer in enabled the list of Payment methods.

Introduce Advance filters & currency filter on the disputes page

Expected outcome

The data in the Disputes list can be filtered by applying filters from the Advanced filters drop-down.

Testing instructions

Prerequisites You need some disputes data to be shown in the table. To do so you can create a number of orders in test mode and pay for them using one of Stripes's testing cards i.e: 4000000000000259

Advanced filters:

1. Visit Payments -> Disputes page.
2. You should see a dropdown labeled as Show and then select Advanced filters from the drop-down.
3. Make sure you have more than 30 disputes in the table to validate the pagination.
4. Make sure you get the desired result with the Disputed on data filter.
5. Make sure you get the desired result with the Status filter.
6. Make sure you get the desired result with the Match filter in combination with Disputed on date and Status.
7. Make sure table summary data (total count of rows for selected filters) and pagination of the table are working as expected.
8. Make sure the disputes page is working as expected without applying advanced filters.

Note: For match filter

• selecting All - will fetch results with AND operator among applied filters.
• selecting Any - will fetch results with OR operator among applied filters.

Currency filter:

1. Make sure you have disputes in different currencies. To do that, WooCommerce Admin > Settings > Multi-Currency > Add a new currency (like EUR)
2. Add a multi-currency widget to your site so end-users can switch between currencies
3. Make some purchases using the EUR currency and use a Dispute Stripe card for paying
4. Visit Payments -> Disputes page.
5. You should see a dropdown labeled as Dispute currency
6. Make sure the currencies in the dropdown menu are the same currencies you have in your disputes (ie USD and EUR).
7. Select one currency from the dropdown menu. Make sure the displayed disputes match the filter.
8. Refresh the page. Make sure the currency filter is still selected and page is working.
9. Make sure the currency filter works with other advanced filters.

Introduce sorting on Disputes page

Expected outcome

The data in the Disputes list can be sorted in ascending / descending order by clicking on one of this columns: Disputed on, Amount, Respond by. By default, the list is sorted by Disputed on column, in descending order.

Testing instructions

Prerequisites You need some disputes data to be shown in the table. To do so you can create a number of orders in test mode and pay for them using one of Stripes's testing cards i.e: 4000000000000259

1. Go to WP-ADMIN -> Payments -> Disputes.
2. Check that the Disputes list is sorted by Disputed on column in descending order.
3. Click on any of sortable columns.
4. Verify that the available data is sorted accordingly.

Add currency field to Disputes export

Expected outcome

Dispute export CSV file has a column containing currency.

Testing instructions

Prerequisites You need some disputes data to be shown in the table. To do so you can create a number of orders in test mode and pay for them using one of Stripes's testing cards i.e: 4000000000000259

1. Go to WP-ADMIN -> Payments -> Disputes.
2. Click the "Download" button.
3. Verify that the downloaded CSV file contains the currency field.

Introduce Safe Mode banner

Expected outcome

Safe Mode banner for IDC (Identity crisis) issue with the WooCommerce Payments customization should display for both admins and non-admins in the WP-Admin area.

Testing instructions

As an admin, see the full banner:

1. Download the zip file, install, and activate this plugin Jetpack Debug Tools https://github.com/Automattic/jetpack-debug-helper . If there is any error related to the plugin header, goes to site.com/wp-admin/plugins and reactivate it.
2. In wp-admin, click the Jetpack Debug menu item.
3. Enable the Identity Crisis Simulation Utility.
4. Navigate to wp-admin -> Jetpack Debug -> IDC Simulator
5. Enable the IDC simulation (you can enter a spoof url if you’d like, or just use the default spoof url, which is `https://example.org”.
6. Click “Send Remote Request” button in the IDC Simulator. OR visit some pages under Payments menu such as Overview, Transactions, Deposits, etc.
7. Verify: The IDC/Safe Mode should be detected, and the UI should be displayed - screenshot
8. Click the link in Or decide later and stay in Safe mode, which is in the bottom of the banner.
9. Verify: Orange button with text WooCommerce Payments Safe Mode displays in the admin bar - screenshot.
10. Click this orange button.
11. Verify: See the banner again.
12. Visit wp-admin -> Payments -> Overview.
13. Verify: See a notice asking to take action for Safe Mode. - screenshot
14. Click the link in this notice.
15. Verify: the link destination is site.com/wp-admin/admin.php?page=wc-settings&tab=checkout&section=woocommerce_payments, and the Safe Mode banner continues to display.
16. Go to wp-admin > Plugins > Add New, install and activate "Jetpack".
17. Verify: In wp-admin > Jetpack, it displays the banner with Jetpack logo and text. But other pages continue to display the banner with WooCommerce Payments info.

As an author, see another banner:

1. Create a new user with the author role.
2. Log into this account.
3. Verify: See the Safe Mode banner with the content asking to contact admins - screenshot

As an admin, take action:

1. Log in the site again as an admin.
2. See the banner, and click either black buttons.
3. Verify: see a successful banner or an error message. success - error. Note: seeing an error is OK as we're using the IDC simulator.

Shortcode checkout

Expected outcome

In the shortcode version of the checkout page, everything in the UI works well and the checkout flow works as expected.

Testing instructions

1. Go to wp-admin > Pages > Checkout. Add the shortcode block and use [woocommerce_checkout] as the shortcode.
2. Go to shop and add some products to the cart.
3. Go to the checkout page. Verify that everything on the checkout page looks and works perfectly.
4. Place an order and make sure there is no error in the UI as well as in the whole order placement process.

Bumped tested up to versions for WC and WP

Expected outcome

All flows should work as intended till the newly supported versions of WooCommerce(6.2.0-rc.1) and WordPress(5.9)