Test and QA Plan

[YourCompany.com] · Finance Department · Prepared by FullSpec · [Today's Date]

This document defines the complete test and quality-assurance programme for the Invoice Generation and Delivery automation. It covers three sequential phases: unit tests for each agent in isolation, integration and edge-case tests for agent handoffs and failure modes, and a final end-to-end production run with process owner sign-off. The FullSpec team runs all three phases; the process owner joins Phase 3. No phase begins until the previous phase has fully passed. All 24 test cases are numbered sequentially so every result can be traced to a specific scenario.

01Testing approach

Testing proceeds through three phases in strict sequence. No phase begins until every test case in the previous phase reaches a Pass status. This gate keeps defects isolated to the layer where they originate and prevents integration noise from masking unit-level failures. The FullSpec team owns execution for all phases; the process owner (Finance Lead) joins Phase 3 to confirm the production run and provide formal approval.

02Phase 1 — unit test cases

Invoice Builder Agent — reads a HubSpot deal record, maps fields to Xero invoice fields, applies tax code and payment terms, and creates a draft invoice. Estimated build time: 14 hours. Complexity: Moderate.

Delivery and CRM Sync Agent — listens for Xero invoice status change from Draft to Approved, then sends the invoice via Gmail, updates HubSpot, appends the Google Sheets log row, and posts a Slack confirmation. Estimated build time: 14 hours. Complexity: Moderate.

03Phase 2 — integration and edge case tests

Phase 2 validates the handoff between the Invoice Builder Agent and the Delivery and CRM Sync Agent, and then stress-tests the full sandbox flow against edge cases that are known failure modes for this process type. All IDs continue the T sequence from Phase 1.

Edge case tests are run immediately after T15 through T19 while the sandbox environment remains configured. Each case targets a known failure mode specific to this process.

04Phase 3 — end-to-end production test

Phase 3 runs a single, fully traced production workflow from the HubSpot trigger through to the Slack confirmation. The FullSpec team executes the run with the Finance Lead present. All five production systems are touched. The final test case in this phase is the process owner review-and-approval; that approval is the formal go-live gate and is recorded in the FullSpec confirmation document rather than in a separate sign-off block.