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AgencyHandy Handbook
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Check List

Create comment

If task.type equals task send notification text, comment and email accordingly (without smtp)
If task.type equals task send notification text, comment and email accordingly (with smtp)
if task.type equals task send notification text, comment and email accordingly (with custom domain and smtp)
if task.type equals task send notification text, comment and email accordingly (with custom domain smtp and custom email template)
if task.type equals task send notification text, comment and email accordingly (with custom domain smtp and without custom email template)
if task.type equals task send notification text, comment and email accordingly (with custom domain without smtp and without custom email template)
if task.type equals issue send notification text, comment and email accordingly (with custom domain smtp and without custom email template)
if task.type equals issue send notification text, comment and email accordingly (without smtp)
if task.type equals issue send notification text, comment and email accordingly (with smtp)
if task.type equals issue send notification text, comment and email accordingly (with custom domain smtp)
if task.type equals issue send notification text, comment and email accordingly (with custom domain smtp and custom email template)
if task.type equals issue send notification text, comment and email accordingly (with custom domain smtp and without custom email template)
Check if a comment is visible to teammember
Check only can client see his own comment
Check mail body is okay for each type means for task it should mention task and for issue it should mention ticket
Check from mail body redirection link works properly
If client comments in a task/issue, notification, email sends to all superAdmin and manager
if any member comments in a task/issue, notification email sends to superAdmin and manager
UX change comment to client template - > comment on task template
New email template need for comment on Issue


ticket:
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client section e client comment korle (withour order):
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notification: superadmins and company pm mail:
client section e client comment korle (with order): notification: superadmins and pm and mentionsLists mail:

client section e team comment korle (withour order): notification: client mail: client client section e team comment korle (with order): notification: client mail: client

team section e team comment korle (withour order): notfication: super admin, company pm, mention list, assignee team section e team comment korle (with order): notfication: team
task: client section e client comment korle: notification: team (super admin ,admin, manager) client section e team comment korle: notification: client mail: client team section e team comment korle: notification: team

Multi package

CheckList
Local
Test server
Notes
1
Each service has minimum 1 package
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2
A service can not have more than 3 packages
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3
user can delete a package
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4
user can update an existing package info
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5
After updating existing package, it won’t affect on running order
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6
When a service is delete, all the related packages should delete from DB as well
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7
When creating an order user should able to select package otherwise order won’t create
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8
Create Order from catalog should work perfectly
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9
Create manual order with single service
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10
Create repeated Order with success
partially passed 
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11
User can update the order info with package selection if it’s status===pending
Ignore
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12
User able to create an add on service successfully
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13
in subscription based service, default duration of a package is month
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14
When user get a service, the package list need to show
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15
When user get a service from catalog, the service page need to show
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16
Successfully fetch service list in catalog page
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17
When user gets all service list, it should show range maximum to minimum range
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18
Check file is properly uploaded in the service
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19
If service is onetime, should not send data of repeatCount, billingCycleCount, repeat duration
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20
if service is subscription should send data of repeatCount, billingcycleCOunt, repeat Duration
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21
A single service can not have multiple packages with same name
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22
While creating a package, at least one feature name should be provided.
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23
A package can have at most 15 features
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24
If at least 1 feature name is not provided during package creation, package won’t create
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25
a package can have multiple feature name
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26
Create service with files
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27
Create service without files
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28
Check without image other file type is denied in service creation
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29
Create proposal with package id successfully
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30
Order Invoice working correctly
partially passed 
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Open
31
Order get works perfectly
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32
Create Order with order form (add on and upsell) works perfectly
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33
Selecting upsell loads the package properly
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34
Order with custom form should be okay
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35
Check stripe payment is working perfectly for both one time and subscription
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36
Check stripe payment is working perfectly for upsell
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37
Check manual payment is working perfectly for both one time and subscription
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38
Check manual payment is working perfectly for upsell
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39
Create task is successful
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40
Task successfully mark as complete
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41
Create service with FaQ
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42
Get service with FAQ
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43
Update service with faq
pass
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44
Create order without projectManger
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45
Create order with project Manger
pass
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46
Create notification while ordering is succesful
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47
Send email to the client after creating an order is succesful (all condition with smtp or without smtp)
pass
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48
CHeck webhook triggered properly while creating order form Manual
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49
Check all the mail works perfectly
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50
if upsell have intake and order form both should take data
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51
taking payment from paypal works (each case)
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52
Invoice send while creating from catalog works
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53
Assume a service is onetime and upsell is onetime too, then multiple invoices send to the clients. means for each upsell and service seperate invoice will be billed
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There are no rows in this table
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Files and Folders

CheckList
Local
Test server
Notes
1
On company create there will be two default folders “All Orders” and “All Tickets”
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2
On workspace create there will be two default folders “All Orders” and “All Tickets”
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3
Folders cannot be created inside of these default folders
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4
Upon company deletion all folders will also be deleted
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5
On order creation, a folder inside “All Orders” with the order id as name will be created by default
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6
On order creation inside the order folder a folder for task file uploads will be created named “Tasks”
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7
Any files uploaded in the order will be shown in the associated order folder
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8
Any files uploaded in the order folder will also be shown in order
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9
Any files uploaded to task will be shown in the “Tasks” folder of the associated order
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10
File can be created inside “Tasks” folder selecting a task
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11
File cannot be uploaded adding deleted tasks
pass
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12
Upon order deletion, all the folders and files inside the order folder will be deleted
pass
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13
if upsell is selected while creating order, separate folder will be created for that
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14
Order folder is also created if proposal is accepted
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15
files attached to proposal will be uploaded to order folder
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16
If files are removed from ticket, then its removed from the folder
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17
Downloading will provide proper download links for all files within the selected folder
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18
When a subscription order is repeated, all the order files and task files will be replicated
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19
Folders with duplicate name is allowed
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20
Folder type === user is required
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21
Invalid folders wont be deleted in folder bulk delete
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22
Files in intake form will also be replicated when an order is recurred
pass
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23
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There are no rows in this table
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