@regression @cloud

Feature: Interaction Feature - Manual and Dialer

Description: As a sales executive
I want to create call interactions manually or by dialing customers
So that interactions, stages, and call recordings are tracked correctly

File name: leadInteraction.feature

Relative path: feature/leadInteraction.feature

Scenarios

Chart

Status Progress

Passed	50.00 %
Failed	50.00 %

Total duration:

00:12:57.204

Metadata

Device 583015fc4ff1
OS 6.17.0-1022-azure
Browser unknown

@regression @cloud

Scenario: Log a successful manual call interaction and update lead stage to Hot

Given a lead is already created in the system for Calling 00:00:04.991

And the user is logged into the CRM as "Super Admin" 00:00:08.931

And the user is on the Leads screen 00:00:13.284

And the user navigate to the Lead Details screen for Calling 00:00:01.502

When the user logs a "Connected" call interaction with the following details: 00:00:17.885

Time	01:10 AM
Call Category	First call
Call Type	Outbound
Disposition	Connected
Sub Disposition	Pitched Interest
Stage	Hot
Call Status	Completed
Next Follow Up Date	11:45 PM
Duration	00:05:20
Notes	Interested to pay in two days, Though lead taken different service earlier from other app
Image	true

Then the interaction record should be saved successfully 00:00:06.908

And the call history should display the new interaction details 00:00:00.068

And the interaction notes should be saved 00:00:00.620

And the lead stage should be updated to "Hot" on the profile page 00:00:07.088

And the operator should be "Manual" with no caller id 00:00:00.198

@regression @cloud

Scenario: Log a manual "Not Connected" call interaction and verify lead stage

Given a lead is already created in the system for Calling 00:00:04.183

And the user is logged into the CRM as "Super Admin" 00:00:07.069

And the user is on the Leads screen 00:00:13.187

And the user navigate to the Lead Details screen for Calling 00:00:01.634

When the user logs a "Not Connected" call interaction with the following details with screenshot: 00:00:14.026

Time	01:10 AM
Call Category	First call
Call Type	Outbound
Disposition	Not Connected
Sub Disposition	No Response
Stage	Warm
Call Status	Not Answered
Duration	00:00:00
Notes	Customer did not answer
Image	true

Then the interaction record should be saved successfully 00:00:06.870

And the call history should display the new interaction details 00:00:00.087

And the interaction notes should be saved 00:00:00.624

And the lead stage should be updated to "Warm" on the profile page 00:00:05.425

And the operator should be "Manual" with no caller id 00:00:00.120

@regression @cloud

Scenario: Successfully edit an existing interaction note

Given a lead is already created in the system for Calling 00:00:04.190

And the user is logged into the CRM as "Super Admin" 00:00:09.038

And the user is on the Leads screen 00:00:13.167

And the user navigate to the Lead Details screen for Calling 00:00:01.595

When the user logs a "Connected" call interaction with the following details: 00:00:15.968

Time	01:10 AM
Call Category	First call
Call Type	Outbound
Disposition	Connected
Sub Disposition	Pitched Interest
Stage	Hot
Call Status	Completed
Next Follow Up Date	11:45 PM
Duration	00:05:20
Notes	Interested to pay in two days, Though lead taken different service earlier from other app
Image	true

Then the interaction record should be saved successfully 00:00:06.259

And the call history should display the new interaction details 00:00:00.103

And the interaction notes should be saved 00:00:00.547

And then user updates the note again with : 00:00:02.799

It is an Updated Text for note. It is an Automation Test to update the note.

And the updated interaction notes should be saved 00:00:00.547

@regression @cloud

Scenario: Prevent saving a manual interaction record when mandatory data is missing

Given a lead is already created in the system for Calling 00:00:04.215

And the user is logged into the CRM as "Super Admin" 00:00:09.396

And the user is on the Leads screen 00:00:12.989

And the user navigate to the Lead Details screen for Calling 00:00:01.693

When the user attempts to save a call interaction without entering any data 00:00:00.547

Then the system should prevent saving the interaction 00:00:00.008

@regression @cloud

Scenario: Verify mandatory field validation after a completed Plivo call

3
1
6
Duration: 00:01:03.597

Given a lead is already created in the system for Calling 00:00:04.393

And the user is logged into the CRM as "Super Admin" 00:00:09.162

And the user is on the Leads screen 00:00:13.271

And the user navigate to the Lead Details screen for Calling 00:00:01.544

Given the user has completed a call session via "Plivo" 00:00:31.284

+ Show Error

Error: expect(locator).toBeVisible() failed

Locator: getByText('Plivo is ready! You can now make a call.', { exact: true })
Expected: visible
Timeout: 30000ms
Error: element(s) not found

Call log:
  - Expect "toBeVisible" with timeout 30000ms
  - waiting for getByText('Plivo is ready! You can now make a call.', { exact: true })

   at ../tests/ui_test/page/LeadInteractionPage.js:693

  691 |   //Validate Plivo Ready Toast
  692 |   async validatePlivoReadyToast() {
) 693 |     await expect(this.plivoReadyToast).toBeVisible();
      |                                        ^
  694 |   }
  695 |
  696 |   //Click on Call

And the post-call interaction form is active 0s

When the user attempts to save the interaction without entering mandatory data 0s

Then the system should not allow saving and should highlight all required fields 0s

After 00:00:02.004

+ Screenshot [ Attachment , Attachment ]

After 00:00:01.939

+ Video

@regression @cloud

Scenario: When user miss to save Call Intection, and Updates the Call Details Later, with Not Connected Call

2
1
6
Duration: 00:01:02.132

Given a lead is already created in the system for Calling 00:00:04.296

And the user is logged into the CRM as "Super Admin" 00:00:08.869

And the user is on the Leads screen 00:00:12.258

And the user navigate to the Lead Details screen for Calling 00:00:01.580

Given the user has completed a call session via "Plivo" 00:00:31.214

+ Show Error

Error: expect(locator).toBeVisible() failed

Locator: getByText('Plivo is ready! You can now make a call.', { exact: true })
Expected: visible
Timeout: 30000ms
Error: element(s) not found

Call log:
  - Expect "toBeVisible" with timeout 30000ms
  - waiting for getByText('Plivo is ready! You can now make a call.', { exact: true })

   at ../tests/ui_test/page/LeadInteractionPage.js:693

  691 |   //Validate Plivo Ready Toast
  692 |   async validatePlivoReadyToast() {
) 693 |     await expect(this.plivoReadyToast).toBeVisible();
      |                                        ^
  694 |   }
  695 |
  696 |   //Click on Call

And the post-call interaction form is active but user close the form 0s

And user update the missing data from the interaction table: 0s

Call Category	First call
Disposition	Not Connected
Sub Disposition	No Response
Duration	00:00:00
Notes	Demo Note

After 00:00:01.989

+ Screenshot [ Attachment , Attachment ]

After 00:00:01.926

+ Video

@regression @cloud

Scenario: When user miss to save Call Intection, and Updates the Call Details Later, with Connected Call

4
1
7
Duration: 00:01:01.127

Given a lead is already created in the system for Calling 00:00:04.407

And the user is logged into the CRM as "Super Admin" 00:00:07.002

And the user is on the Leads screen 00:00:12.552

And the user navigate to the Lead Details screen for Calling 00:00:01.671

Given the user has selected "Plivo" as the active dialer 00:00:00.650

When the user initiates an outbound call to "+911204616200" 00:00:30.781

+ Show Error

Error: expect(locator).toBeVisible() failed

Locator: getByText('Plivo is ready! You can now make a call.', { exact: true })
Expected: visible
Timeout: 30000ms
Error: element(s) not found

Call log:
  - Expect "toBeVisible" with timeout 30000ms
  - waiting for getByText('Plivo is ready! You can now make a call.', { exact: true })

   at ../tests/ui_test/page/LeadInteractionPage.js:693

  691 |   //Validate Plivo Ready Toast
  692 |   async validatePlivoReadyToast() {
) 693 |     await expect(this.plivoReadyToast).toBeVisible();
      |                                        ^
  694 |   }
  695 |
  696 |   //Click on Call

And the customer answers the call successfully 0s

And user terminated the call 0s

And the post-call interaction form is active but user close the form 0s

And user update the missing data from the interaction table: 0s

Call Category	First call
Disposition	Connected
Sub Disposition	Pitched Interest
Duration	00:00:11
Notes	Demo Note, which need to be more than Sixt Character. So Added based on the requirement flagged by the system

After 00:00:02.066

+ Screenshot [ Attachment , Attachment ]

After 00:00:01.998

+ Video

@regression @cloud

Scenario: Verify system logs a default entry when the post-call form is dismissed

4
1
6
Duration: 00:00:59.222

Given a lead is already created in the system for Calling 00:00:04.755

And the user is logged into the CRM as "Super Admin" 00:00:08.875

And the user is on the Leads screen 00:00:11.937

And the user navigate to the Lead Details screen for Calling 00:00:01.693

Given the user has completed a call session via "Plivo" 00:00:31.317

+ Show Error

Error: expect(locator).toBeVisible() failed

Locator: getByText('Plivo is ready! You can now make a call.', { exact: true })
Expected: visible
Timeout: 30000ms
Error: element(s) not found

Call log:
  - Expect "toBeVisible" with timeout 30000ms
  - waiting for getByText('Plivo is ready! You can now make a call.', { exact: true })

   at ../tests/ui_test/page/LeadInteractionPage.js:693

  691 |   //Validate Plivo Ready Toast
  692 |   async validatePlivoReadyToast() {
) 693 |     await expect(this.plivoReadyToast).toBeVisible();
      |                                        ^
  694 |   }
  695 |
  696 |   //Click on Call

And the post-call interaction form is active 0s

When the user dismisses the interaction form without saving 0s

Then the system should still record a base entry in the lead history 0s

And the entry should contain no disposition, category, or notes 0s

After 00:00:00.355

+ Screenshot [ Attachment , Attachment ]

After 00:00:00.290

+ Video

@regression @cloud

Scenario: Verify that the Notes requirement toggles based on Call Disposition

Given a lead is already created in the system for Calling 00:00:04.464

And the user is logged into the CRM as "Super Admin" 00:00:07.159

And the user is on the Leads screen 00:00:12.079

And the user navigate to the Lead Details screen for Calling 00:00:01.577

Given the user is on the Call Interaction form 00:00:00.421

When the user selects "Not Connected" as the disposition 00:00:00.431

Then the Notes field should be marked as optional 00:00:00.010

When the user changes the disposition to "Connected" with following details : 00:00:14.247

Time	01:10 AM
Call Category	First call
Call Type	Outbound
Disposition	Connected
Sub Disposition	Pitched Interest
Stage	Hot
Call Status	Completed
Next Follow Up Date	11:45 PM
Duration	00:05:20
Notes	5 Words
Image	true

Then the Notes field should be marked as mandatory with minimum character 60 00:00:00.183

@regression @cloud

Scenario: Verify that cancelling a manual Interaction does not create any new records

Given a lead is already created in the system for Calling 00:00:04.179

And the user is logged into the CRM as "Super Admin" 00:00:10.680

And the user is on the Leads screen 00:00:11.902

And the user navigate to the Lead Details screen for Calling 00:00:01.542

Given the user opens the Call Interaction modal 00:00:00.393

When the user fills the interaction details but decides to cancel: 00:00:14.315

Time	01:10 AM
Call Category	First call
Call Type	Outbound
Disposition	Connected
Sub Disposition	Pitched Interest
Stage	Hot
Call Status	Completed
Next Follow Up Date	11:45 PM
Duration	00:05:20
Notes	Interested to pay in two days, Though lead taken different service earlier from other app
Image	true

And the user closes the interaction modal without saving 00:00:00.020

And the call history should not contain any new interaction records 00:00:05.846

@regression @cloud

Scenario: Validate end-to-end call lifecycle and stage transition via Plivo Dialer

6
1
7
Duration: 00:01:03.872

Given a lead is already created in the system for Calling 00:00:06.485

And the user is logged into the CRM as "Super Admin" 00:00:07.323

And the user is on the Leads screen 00:00:13.266

And the user navigate to the Lead Details screen for Calling 00:00:01.534

Given the user has selected "Plivo" as the active dialer 00:00:00.578

When the user initiates and completes an outbound call to the customer 00:00:30.702

+ Show Error

Error: expect(locator).toBeVisible() failed

Locator: getByText('Plivo is ready! You can now make a call.', { exact: true })
Expected: visible
Timeout: 30000ms
Error: element(s) not found

Call log:
  - Expect "toBeVisible" with timeout 30000ms
  - waiting for getByText('Plivo is ready! You can now make a call.', { exact: true })

   at ../tests/ui_test/page/LeadInteractionPage.js:693

  691 |   //Validate Plivo Ready Toast
  692 |   async validatePlivoReadyToast() {
) 693 |     await expect(this.plivoReadyToast).toBeVisible();
      |                                        ^
  694 |   }
  695 |
  696 |   //Click on Call

And after a few unanswered rings, the user ends the call from the CRM and logs the interaction using the following information: 0s

Call Category	First call
Call Type	Outbound
Disposition	Not Connected
Sub Disposition	No Response
Stage	Cold
Call Status	Coach Terminated
Duration	00:00:00
Notes	Called hangged up by CRM User

Then the interaction record should be saved successfully 0s

And the call history should display the new interaction details after call done 0s

And the interaction notes should be saved 0s

And the lead stage should be updated to "Cold" on the profile page 0s

And the operator should be "Plivo" with a valid called id 0s

After 00:00:02.058

+ Screenshot [ Attachment , Attachment ]

After 00:00:01.926

+ Video

@regression

Scenario: Verify successful interaction logging and audio recording for a connected Plivo call

4
1
7
Duration: 00:01:03.371

Given a lead is already created in the system for Calling 00:00:04.215

And the user is logged into the CRM as "Super Admin" 00:00:09.194

And the user is on the Leads screen 00:00:13.128

And the user navigate to the Lead Details screen for Calling 00:00:01.541

Given the user has selected "Plivo" as the active dialer 00:00:00.583

When the user initiates an outbound call to "+911204616200" 00:00:30.680

+ Show Error

Error: expect(locator).toBeVisible() failed

Locator: getByText('Plivo is ready! You can now make a call.', { exact: true })
Expected: visible
Timeout: 30000ms
Error: element(s) not found

Call log:
  - Expect "toBeVisible" with timeout 30000ms
  - waiting for getByText('Plivo is ready! You can now make a call.', { exact: true })

   at ../tests/ui_test/page/LeadInteractionPage.js:693

  691 |   //Validate Plivo Ready Toast
  692 |   async validatePlivoReadyToast() {
) 693 |     await expect(this.plivoReadyToast).toBeVisible();
      |                                        ^
  694 |   }
  695 |
  696 |   //Click on Call

And the customer answers the call successfully 0s

And the user terminates the session after a conversation and logs the interaction: 0s

Call Category	First call
Call Type	Outbound
Disposition	Connected
Sub Disposition	Pitched Interest
Stage	Hot
Call Status	Completed
Next Follow Up Date	11:45 PM
Notes	Product demo provided; customer interested. Need to connect after seven days

Then the interaction Entry should be saved successfully 0s

And a valid audio recording of the call should be accessible within the interaction history with Operator "Plivo" 0s

After 00:00:02.048

+ Screenshot [ Attachment , Attachment ]

After 00:00:01.982

+ Video

@regression

Scenario: Downlaod Exported Record

Given a lead is already created in the system for Calling 00:00:04.268

And the user is logged into the CRM as "Super Admin" 00:00:09.461

And the user is on the Leads screen 00:00:14.302

And the user navigate to the Lead Details screen for Calling 00:00:01.588

When the user logs a "Connected" call interaction with the following details: 00:00:15.115

Time	01:10 AM
Call Category	First call
Call Type	Outbound
Disposition	Connected
Sub Disposition	Pitched Interest
Stage	Hot
Call Status	Completed
Next Follow Up Date	11:45 PM
Duration	00:05:20
Notes	Interested to pay in two days, Though lead taken different service earlier from other app
Image	true

Then the interaction record should be saved successfully 00:00:06.959

And the call history should display the new interaction details 00:00:00.060

And Excel report is downloaded 00:00:01.787

@regression

Scenario: Downlaod Audio File

4
1
7
Duration: 00:01:01.519

Given a lead is already created in the system for Calling 00:00:04.345

And the user is logged into the CRM as "Super Admin" 00:00:07.164

And the user is on the Leads screen 00:00:13.006

And the user navigate to the Lead Details screen for Calling 00:00:01.535

Given the user has selected "Plivo" as the active dialer 00:00:00.643

When the user initiates an outbound call to "+911204616200" 00:00:30.709

+ Show Error

Error: expect(locator).toBeVisible() failed

Locator: getByText('Plivo is ready! You can now make a call.', { exact: true })
Expected: visible
Timeout: 30000ms
Error: element(s) not found

Call log:
  - Expect "toBeVisible" with timeout 30000ms
  - waiting for getByText('Plivo is ready! You can now make a call.', { exact: true })

   at ../tests/ui_test/page/LeadInteractionPage.js:693

  691 |   //Validate Plivo Ready Toast
  692 |   async validatePlivoReadyToast() {
) 693 |     await expect(this.plivoReadyToast).toBeVisible();
      |                                        ^
  694 |   }
  695 |
  696 |   //Click on Call

And the customer answers the call successfully 0s

And the user terminates the session after a conversation and logs the interaction: 0s

Call Category	First call
Call Type	Outbound
Disposition	Connected
Sub Disposition	Pitched Interest
Stage	Hot
Call Status	Completed
Next Follow Up Date	11:45 PM
Notes	Product demo provided; customer interested. Need to connect after seven days

Then the interaction Entry should be saved successfully 0s

And Audio is downloaded 0s

After 00:00:02.094

+ Screenshot [ Attachment , Attachment ]

After 00:00:02.023

+ Video