Testing your integration PM
Applicable for Primary Market
Before making the switch and going live with Primary Market, you should test your integration, using both test accounts (for Primary and Secondary Markets) and APP credentials that we provided you with. Below is a list of test cases that you should follow to help with this.
Please note that scenarios with the ⚠️ icon require our assistance in order to be properly completed because some steps must be executed on our side. So please, after your internal validation, contact us for a final validation session before Go Live.
Authorization and token handling
Most of our professionals that have Primary Market, they also have properties on the Secondary Market. So, it's very important you have on your side some logic to save tokens for at least two different accounts (one for Primary and another for Secondary Markets) and to send us the correct token per each advert. In other words, you need to make sure you are sending us the token of the correct account: Investments and Units adverts will be posted under the Primary Market account and the "normal" adverts under the other types of professional accounts.
Take our suggestion on [how to deal with primary market token handling].
Here you can find scenarios to test your implementation of the user authorization flow. Make sure you test the same flows for PM integrations.
Posting investments ads
The following scenarios cover the basics of the investment ad posting flow.
| # | Steps | Expected result |
|---|---|---|
| 1 | Post an investment ad using an account different from Developer type (e.g. agency, manager or regular account) | - Ad is not properly published on the site - Validation error is properly displayed in your application |
| 2 | Post an investment ad with a missing mandatory field (such as the title or description) | - Ad is not properly published on the site - Validation error is properly displayed in your application |
| 3 | Post an investment ad with all mandatory fields | - Ad is properly published on the site - Ad status is properly displayed in your application as "published" |
| 4 | Post a new investment ad with exact location | - Ad is properly published on the site - Ad status is properly displayed in your application as "published" |
| 5 | Post a new investment ad with relative location | - Ad is properly published on the site - Ad status is properly displayed in your application as "published" |
| 6 | Post a new investment ad with an invalid image | - Ad is properly published - Image error is properly displayed in your application - Ad status is properly displayed in your application as "published" |
| 7 | Ad previously DELETED or DEACTIVATED Post/Activate an investment ad that became available again, after being marked as: - sold - leased - reserved | - Ad became available again, on CRM - Ad is properly published (or activated) from the site - Ad status is properly displayed your application as "published" |
Posting units ads
Now, you have an investment successfully published; it's time to post units associated with the investment advert.
Remember, units are mostly the same as "normal" adverts, with a slight difference. They need to have the parent_uuid in order to be associated with the Investment advert (their parent advert).
| # | Steps | Expected result |
|---|---|---|
| 1 | Post an unit ad with all mandatory fields, but the investment ad is still in processing | - Unit ad is not properly published on the site - Validation error is properly displayed in your application |
| 2 | Post an unit ad with all mandatory fields, and the investment ad was not successfully published | - Your application shouldn't allow this operation / should wait for the published notification (advert_posted_success) before posting the units |
| 3 | Post an unit ad with all mandatory fields, and the investment ad already published (only the first 4 images will be displayed on the unit ad + the images on the investment) | - Unit ad is properly published on the site, associated to the Investment ad - Unit ad status is properly displayed in your application as "published" |
| 4 | Post an unit ad with an invalid image | - Ad is properly published - Image error is properly displayed in your application - Ad status is properly displayed in your application as "published" |
| 5 | Ad previously DELETED or DEACTIVATED Post/Activate an unit ad that became available again, after being marked as: - sold - leased - reserved | - Unit ad became available again, on CRM - Ad is properly published (or activated) from the site - Ad status is properly displayed your application as "published" |
Updating ads
To test updating ads, please follow the common scenarios that need to be tested for normal adverts, plus the one's bellow:
| # | Steps | Expected result |
|---|---|---|
| 1 | Change the parent_uuid of an unit ad already published and update it | - Unit ad is properly updated on the site, and associated to a new investment ad (previously published) |
Deleting ads
To test removing ads, please follow the common scenarios that need to be tested for normal adverts, plus the one's bellow:
| # | Steps | Expected result |
|---|---|---|
| 1 | Delete an investment ad that has been successfully published | - Investment ad is removed from the site - Ad status is properly displayed your application as "not published" - Make sure you send us also the Delete for all units associated to the investment |
| 1.1 | Delete/Deactivate an ad that has checked as: - sold - leased - reserved | - Investment ad is sold, leased or reserved on CRM - Investment ad is removed (or deactivated) from the site - Ad status is properly displayed your application as "not published" or "removed" - Make sure you send us also the Delete for all units associated to the investment |
| 2 | Delete an unit ad that has been successfully published | - Investment ad still published from the site (no change here, so no notification will be sent for the investment) - Unit ad is removed from the site - Unit ad status is properly displayed your application as "not published" |
Handle advert state changes
To test the advert lifecycle, please follow the common scenarios that need to be tested for normal adverts.
Category and attribute mapping
Categories and attributes are very important to get right from the start. Given that it's difficult to publish and verify all possible combinations, we ask you to provide us your mapping tables (i.e. your categories and attributes mapped to our taxonomy URNs so that we can validate them internally and give you improvement suggestions when necessary.
For Primary Market, make sure you have mapped the attributes for ´urn:concept:investments´ category.
Updated 8 months ago