Testing & Launch - Scope Document

Project: Coneflower Creamery Shopify Integration Component: QA Testing & Go-Live Process Status: Ready to Execute (after build)

Objective

Thoroughly test the complete Shopify integration before launch, then execute a smooth go-live transition from Gravity Forms to Shopify.

Testing Phases

Phase 1: Development Testing (Ongoing)

Testing during development - done by developer.

Test Pass
Products load from Shopify API [ ]
Product listing displays correctly [ ]
Single product page works [ ]
Variant selection works [ ]
Add to cart functions [ ]
Cart updates correctly [ ]
Mini cart opens/closes [ ]
Quantity +/- works [ ]
Remove from cart works [ ]
Checkout redirect works [ ]
Cart persists across page loads [ ]

Phase 2: Full Purchase Flow Testing

Complete end-to-end purchase tests.

Test 1: Local Pickup Order (Cake)

Step Expected Pass
Navigate to cake product Product displays with variants [ ]
Select flavor variant Price updates (if different) [ ]
Click Add to Cart Item added, cart opens [ ]
Review cart Correct item, quantity, price [ ]
Click Checkout Redirect to Shopify checkout [ ]
Complete checkout (test mode) Payment processes [ ]
Verify NO shipping form Only pickup option shown [ ]
Complete order Success page displays [ ]
Redirect to WP thank you page Thank you page loads [ ]
Order confirmation email Received with pickup info [ ]
Order appears in Shopify Admin Correct details [ ]

Test 2: Local Pickup Order (Pint)

Step Expected Pass
Navigate to pint product Product displays [ ]
Select flavor Works correctly [ ]
Add to cart Cart updates [ ]
Complete purchase Order successful [ ]
Email received Correct info [ ]

Test 3: Shipped Order (Gift Card)

Step Expected Pass
Navigate to gift card product Amount variants display [ ]
Select amount Price matches [ ]
Add to cart Cart updates [ ]
Checkout Shipping address form APPEARS [ ]
Enter shipping address Form accepts input [ ]
Complete order Success [ ]
Email received Mentions mailing, NOT pickup [ ]

Test 4: Mixed Cart (Cake + Pint + Gift Card)

Step Expected Pass
Add cake to cart Cart shows 1 item [ ]
Add pint to cart Cart shows 2 items [ ]
Add gift card to cart Cart shows 3 items [ ]
Checkout Shipping address for gift card only [ ]
Complete order All items in order [ ]
Email shows correct info Pickup for cake/pint, shipping for gift card [ ]

Phase 3: Ready for Pickup Flow

Testing the Gizmo app and notification flow.

Step Expected Pass
Open Gizmo app in Shopify App loads [ ]
Filter orders by date Orders filter correctly [ ]
Select multiple orders Bulk selection works [ ]
Click "Mark Ready for Pickup" Orders update status [ ]
Customer receives email "Ready for pickup" email arrives [ ]
Email content correct Pickup info, cooler reminder [ ]

Phase 4: Mobile Testing

Test on actual mobile devices.

iPhone (Safari)

Test Pass
Product listing displays [ ]
Product images load [ ]
Product page works [ ]
Variant selection works [ ]
Add to cart works [ ]
Mini cart opens full-width [ ]
Cart scrolls if many items [ ]
Checkout button accessible [ ]
Shopify checkout works [ ]
Payment inputs work [ ]

Android (Chrome)

Test Pass
Product listing displays [ ]
Product page works [ ]
Add to cart works [ ]
Mini cart functions [ ]
Checkout completes [ ]

Phase 5: Browser Testing

Test on desktop browsers.

Browser Product List Single Product Cart Checkout Pass
Chrome (latest) [ ] [ ] [ ] [ ] [ ]
Safari (latest) [ ] [ ] [ ] [ ] [ ]
Firefox (latest) [ ] [ ] [ ] [ ] [ ]
Edge (latest) [ ] [ ] [ ] [ ] [ ]

Phase 6: Email Testing

Verify all transactional emails.

Email Trigger Logo Colors Content Mobile Pass
Order Confirmation Place order [ ] [ ] [ ] [ ] [ ]
Ready for Pickup Gizmo bulk action [ ] [ ] [ ] [ ] [ ]

Phase 7: Edge Cases

Scenario Expected Behavior Pass
Add item, close browser, return Cart persists (localStorage) [ ]
Checkout expires (3+ days idle) Graceful error, new cart created [ ]
API timeout/failure User-friendly error message [ ]
Add 0 quantity Prevented or error [ ]
Add negative quantity Prevented [ ]
Very long product title Doesn't break layout [ ]
Empty cart → checkout Prevented [ ]

Pre-Launch Checklist

Shopify Configuration

WordPress Configuration

Content Verification

Analytics

Go-Live Process

Timeline

Step When Who
Final testing sign-off Day -1 Dev + Client
Switch payments to live Day -1 Dev
Disable Gravity Forms ordering Go-live Dev
Update navigation links Go-live Dev
Announce new ordering system Go-live Client
Monitor first orders Day 1-3 Dev + Client

Go-Live Day Tasks

  1. Morning (before open): - [ ] Switch Shopify to live mode - [ ] Disable/hide Gravity Forms order pages - [ ] Verify navigation points to new shop - [ ] Place one real test order (refund after) - [ ] Confirm order appears in Shopify Admin - [ ] Confirm email received

  2. Client communication: - [ ] Send "we're live" confirmation to client - [ ] Provide Shopify Admin login reminder - [ ] Confirm client can access orders

  3. Monitoring: - [ ] Check first few real orders come through - [ ] Verify no error reports - [ ] Be available for quick fixes

Rollback Plan

If critical issues discovered:

  1. Re-enable Gravity Forms ordering
  2. Add banner: "Online ordering temporarily unavailable, please call"
  3. Diagnose and fix Shopify issues
  4. Re-attempt go-live

Post-Launch Support

Item Duration
Bug fixes 2 weeks included
"How do I" questions 2 weeks included
Additional feature requests Quoted separately

Deliverables

  1. Testing checklist completed - All tests pass
  2. Client sign-off - Written approval to go live
  3. Successful go-live - System operational
  4. Monitoring period - First few days support

Hour Estimate

Task Hours
Development testing (ongoing) included
Full purchase flow testing 2
Mobile testing 1.5
Browser testing 1
Email testing 0.5
Edge case testing 0.5
Bug fixes from testing 3
Go-live execution 1
Post-launch monitoring 1
Total 10.5

Success Criteria

References