Release testing instructions for WC Payments 9.0.0

Changes to Download Transactions Functionality

https://github.com/Automattic/woocommerce-payments/pull/10211

• Open Payments → Transactions list view and click on the Export button
• A notice as below is displayed

• In a few seconds a file is downloaded, and an email is also received.

NOTE: The same download flow is available for single page and multiple page downloads. If the file is extremely large, the file will not be downloaded in browser, but only emailed.

Stripe embedded account notifications component on the Overview page

https://github.com/Automattic/woocommerce-payments/pull/10314

Main flow

• Reset the current account if you have one
• Navigate to Payments > Connect and kick off new onboarding process
• Pick More than 100M annual revenue in the MOX and other params as you prefer
• On the embedded step, write address_line1_no_match in Address line 1 and 1111 as last 4 digits of the SSN (to trigger certain verification conditions). You must pass in legitimate values for the city, state, and postal_code arguments. Leave phone number empty.

• On the next screen, type 111111111 in the SSN to trigger identity mismatch.

• For bank account, type 110000000 and 000999999992 to trigger another verification.

• Notice that the details are incomplete. Click agree and submit

• You'll get redirected to the overview page. You will see the embedded notifications component which may look different within few minutes but eventually it'll look like this. The component loading takes few seconds, but that's how it works on https://furever.dev. Theoretically we could use some loader, but I guess it's OK like this.

• Click Update and update the details using the component, Click continue.

• Verify your bank account. You'll need to set up proper account for payouts. See images below.

• Now you should be good! Click confirm

• The component will disappear, but unfortunately it does not reload the page.

• Reload it manually. All should be green now.

Testing progressive onboarding

• Reset the account created during steps above.
• Onboard new progressive account using the params below. Note that in JN site it can't be possible if all slots are booked.

• Fill in the needed values. Click continue. Then Agree and Submit on the next screen.

• Click "Start selling"

• You should see embedded component loaded.

• Click Update on the embedded component. Add the data there. Click continue. Then enter test bank account credentials. Click confirm.

• The notice shouldn't be there anymore. Reload the page. Should be all green now.

Stripe embedded account management component on the Settings page

https://github.com/Automattic/woocommerce-payments/pull/10287

Main flow

• Reset the current account if you have one
• Navigate to Payments > Connect and kick off new onboarding process
• Pick More than 100M annual revenue in the MOX and other params as you prefer
• On the embedded step, write address_line1_no_match in Address line 1 and 1111 as last 4 digits of the SSN (to trigger certain verification conditions). You must pass in legitimate values for the city, state, and postal_code arguments. Leave phone number empty.

• On the next screen, type 111111111 in the SSN to trigger identity mismatch.

• For bank account, type 110000000 and 000999999992 to trigger another verification.

• Notice that the details are incomplete. Click Agree and submit

• After being redirected to the Overview page, go to Payments > Settings. Scroll down to the Account Details section and confirm that a loader appears before the account management component is fully displayed.

• Verify the Account Management component is displayed successfully.

• Click Edit button under Personal Details section.

• Fill the required fields and click Save button.

• If the section is still unverified, click the Edit button again and use Test Mode to validate the Personal ID.
• Confirm that the section is successfully verified. Then, navigate to the Overview page and ensure that Payments are Enabled and Payouts are set to Automatic.

Testing progressive onboarding

*Reset the account created in the previous steps.

• Start onboarding a new progressive account using the parameters below. Note: This may not be possible on a JN site if all slots are occupied.

• Enter your details and click Continue.

• On the next screen, review the information and select Agree and Submit.

• After being redirected to the Overview page, go to Payments > Settings. Scroll down to the Account Details section and confirm that a loader appears before the account management component is fully displayed.

• Verify the Account Management component is displayed successfully.

• Click Edit button under Personal Details section.

• Fill the required fields and click Save button.

• If the section is still unverified, click the Edit button again and use Test Mode to validate the Personal ID.
• Confirm that the section is successfully verified. Then, navigate to the Overview page and ensure that Payments are Enabled and Payouts are set to Automatic.