QA - ETC SBC Connect Account Selection and Redirection

[rstens]

🧭 Exploratory Testing Charter: SBC Connect Account Selection and Redirection

🔍 Scope

This session will focus on validating the SBC Connect account selection, creation, and redirection flow within the STRR application. It covers scenarios where:

1. Hosts with existing accounts select one or create a new account.
2. Hosts without SBC accounts are redirected directly to the Contact Information Page.
3. The STRR product is added to the SBC account.
4. Logout functionality works consistently.

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🎯 Mission

Ensure seamless account handling, redirection, and session management between SBC Connect and STRR, validating:

• Correct account display and selection behavior.
• Redirection to appropriate pages based on the user’s account status.
• Logout options and security measures.

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📋 Key Areas to Explore

1. SBC Connect Account Selection and Creation

• Validate account detection logic to display appropriate screens.
• Ensure users with existing accounts can select one or create a new account.

Test Ideas:

• Authenticate a user with multiple SBC accounts and select one to proceed.
• Attempt to create a new SBC account and validate the redirection flow.

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2. Redirection to Contact Information Page

• Ensure users with no existing accounts are redirected to the Contact Information Page.
• Verify account data is correctly pulled when selecting an existing SBC account.

Test Ideas:

• Log in without any SBC account and confirm immediate redirection to the contact form.
• Validate that account data pre-populates correctly when selecting an account.

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3. Integration with STRR Product on SBC Platform

• Ensure the STRR product card is available in the SBC platform for future use.
• Confirm that selected accounts retain STRR integration.

Test Ideas:

• Select a host account in SBC Connect and validate that the STRR card appears as expected.
• Verify that Mikaela and Alexis's implementation correctly reflects on the SBC platform.

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4. Logout and Session Management

• Validate logout functionality across SBC Connect and STRR.
• Ensure users are redirected to the Housing landing page after logout.

Test Ideas:

• Test logout from both platforms and confirm redirection to the appropriate login page.
• Check persistent logout options on every page throughout the session.

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5. Accessibility Validation

• Ensure account pages, modals, and buttons are accessible via keyboard and screen readers.

Test Ideas:

• Use a screen reader to navigate the account selection page and confirm all elements are described.
• Test keyboard navigation to ensure users can interact with dropdowns and logout options.

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🔑 Business Rules to Validate

• Account Detection Logic: If no SBC account exists, redirect to a blank contact form.
• Account Selection Options: Allow users to select existing accounts or create a new one.
• Logout Availability: Dropdown must always contain a logout option.
• Housing Page Redirection: After logout, users must be sent to the Housing landing page.

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🛠 Test Data

• User with multiple SBC accounts for account selection scenarios.
• User without SBC accounts for redirection testing.
• Mock STRR card to validate SBC product integration.

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📌 Risks and Focus Areas

• Redirection Issues: Incorrect page redirection or missing account information.
• Session Management: Inconsistent logout behavior or session timeout issues.
• Accessibility Gaps: Ensure all elements are accessible across devices and screen readers.

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📅 Test Session Details

• Duration: 90 minutes
• Resources: SBC Connect and STRR application in staging, keyboard, screen reader tools
• Focus: Account handling, redirection, logout, and accessibility

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🚀 Charter Outcomes

This session should deliver:

1. Identification of account selection and redirection issues.
2. Confirmation of logout functionality and session management.
3. Detection of accessibility gaps with actionable recommendations.
4. Validation that SBC Connect and STRR flows meet user needs and business expectations.

[rstens]

Tester: Andy

• [x] Done

Session 1: SBC Connect Account Selection and Creation

• Focus: Validate the detection logic for existing accounts and the creation of new accounts.
• Scope: Test scenarios where users with multiple SBC accounts select one to proceed or create a new account. Confirm the correct redirection flow after account selection or creation.
• Goal: Ensure seamless handling of multiple accounts and smooth account creation.

Documentation

Time Spent: 30 min

What did you Test?

• [x] Validate account detection logic to display appropriate screens.
• [x] Ensure users with existing accounts can select one or create a new account.

Any observations you want to share? ❌ Upon logging in, a user with multiple accounts is sometimes not directed to the account selection page (seems to occur every other login if an account was selected). No account is auto-selected either, resulting in an inability to submit an application if the user fails to notice and doesn't select an account from the header dropdown. ❌ On the account selection page, if the user select an account from the header dropdown, the user is still prompted to select an account on that page. ❌ On the account creation page, hitting 'Save & Start Registration' does not trigger error validation ❌ On the account creation page, the user can hit 'Save & Start Registration' multiple times and create multiple accounts

Bug Report References: #24234 #24236

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[rstens]

Tester:

• [ ] Done

Session 2: Redirection to Contact Information Page

• Focus: Validate the redirection behavior for users without existing SBC accounts.
• Scope: Confirm that users without an SBC account are redirected directly to the Contact Information Page. Verify that account data pre-populates correctly when an existing SBC account is selected.
• Goal: Ensure proper redirection and data handling for users based on their account status.

Documentation

Time Spent:

What did you Test?

Any observations you want to share?

Bug Report References:

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[rstens]

Tester:

• [ ] Done

Session 3: Integration with STRR Product on SBC Platform

• Focus: Test the integration of the STRR product within the SBC platform.
• Scope: Ensure the STRR product card is available and visible in the SBC platform. Verify that selected accounts retain STRR integration correctly, reflecting Mikaela and Alexis’s implementation.
• Goal: Confirm the accurate display and functionality of the STRR product integration.

Documentation

Time Spent:

What did you Test?

Any observations you want to share?

Bug Report References:

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[rstens]

Tester: Andy

• [ ] Done

Session 4: Logout and Session Management

• Focus: Validate the logout functionality across both SBC Connect and STRR platforms.
• Scope: Test logout scenarios to confirm users are redirected to the Housing landing page after logout. Verify persistent logout options on every page throughout the session.
• Goal: Ensure proper session management and consistent logout behavior.

Documentation

Time Spent: 5 min

What did you Test?

• [x] Validate logout functionality across SBC Connect and STRR.
• [ ] Ensure users are redirected to the Housing landing page after logout.

Any observations you want to share? ❌ Currently logging out does not redirect users to the Housing landing page - to be tested again at a later date

Bug Report References:

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[rstens]

Tester:

• [ ] Done

Session 5: Accessibility Validation

• Focus: Ensure all elements involved in account selection, creation, and logout are accessible.
• Scope: Use a screen reader to navigate the account selection page and confirm all elements are described correctly. Test keyboard navigation to interact with dropdowns and logout options.
• Goal: Confirm accessibility compliance for all account-related elements and interactions.

Documentation

Time Spent:

What did you Test?

Any observations you want to share?

Bug Report References:

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[rstens]

Tester:

• [ ] Done

Session 6: Business Rules Validation

• Focus: Validate the business rules governing account selection, redirection, and logout behavior.
• Scope: Ensure users are redirected to a blank contact form if no SBC account exists. Verify that users can select an existing account or create a new one. Confirm logout availability and proper redirection to the Housing landing page after logout.
• Goal: Ensure all business rules are correctly implemented and followed.

Documentation

Time Spent:

What did you Test?

Any observations you want to share?

Bug Report References:

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[rstens]

Tester:

• [ ] Done

Session 7: Key Scenarios and Edge Cases

• Focus: Explore key scenarios and edge cases related to account selection, redirection, and logout.
• Scope: Test scenarios such as switching accounts mid-session, logging out from multiple platforms, and navigating to STRR with unsaved changes. Confirm that all systems handle these scenarios smoothly.
• Goal: Identify edge cases that could affect user experience and session stability.

Documentation

Time Spent:

What did you Test?

Any observations you want to share?

Bug Report References: