Test Plan for Membership Renewals

We need to create a test suite which we can use repeatedly to validate a comprehensive set of scenarios for processing membership renewals. We should be able to:

• load a known sample set of data
• run unit tests which trigger the renewal function for each scenario
• compare the expected and actual database state for each scenario

Renewal Processing

The general cases and processing rules are:

Renew A CURRENT Membership

"Current" membership means that the calculated membership_status has is_current_member = TRUE. For this case we are basically extending the End Date for the existing membership record and inserting a membership log record. Processing is the same for Rolling and Fixed membership periods.

• Update the existing membership record
  • Join Date and Start Date are NOT modified
  • New End Date = existing End Date + (Duration Unit * Interval)
  • Status ID is updated based on new Start and End Dates
  • Reminder Date is updated based on new End Date - Renewal Reminder Days (if membership_type.renewal_reminder_day is not NULL)

• Insert new membership_log record
  • New Start Date = existing End Date + 1 day (this is the start of the renewed membership period)
  • New End Date = same value as written to membership record
  • Status ID = same value as written to membership record
  • Modified Date = today

    SCENARIO 1 - Current Membership + Rolling Period + Duration: 1 year   Record Join Date Start Date End Date Status Modified Date Initial Data membership 20070101 20070101 20071231 Current   Renew on 20070410 Expected Result membership updated 20070101 20070101 20081231 Current     membership_log inserted   20080101 20081231 Current 20070410

    SCENARIO 2 Current Membership + Fixed Period + Duration: 1 year + Fixed Start Day: Jan 1 + Rollover Day: Nov 30   Record Join Date Start Date End Date Status Modified Date Initial Data membership 20061201 20060101 20071231 Current   Renew on 20071210 Expected Result membership updated 20061201 20060101 20081231 Current     membership_log inserted   20080101 20081231 Current 20071210 NOTE: Scenario 2 demonstrates that the Fixed Rollover Day is NOT SIGNIFICANT for renewal of a current membership (it doesn't matter whether we are renewing within the "rollover window" or not - we still just increment the End Date by the "duration").

    SCENARIO 3 - Current Membership + Rolling Period + Duration: 1 month   Record Join Date Start Date End Date Status Modified Date Initial Data membership 20070101 20070101 20070131 Current   Renew on 20070110 Expected Result membership updated 20070101 20070101 20070228 Current     membership_log inserted   20070201 20070228 Current 20070110

    SCENARIO 4 - Current Membership + Rolling Period + Duration: 3 month   Record Join Date Start Date End Date Status Modified Date Initial Data membership 20070901 20070901 20071130 Current Renew on 20071110 Expected Result membership updated 20070901 20070901 20080229 Current     membership_log inserted   20071201 20080229 Current 20071110

    SCENARIO 5 - Current Membership + Rolling Period + Duration: 30 days   Record Join Date Start Date End Date Status Modified Date Initial Data membership 20070101 20070101 20070130 Current   Renew on 20070110 Expected Result membership updated 20070101 20070101 20070301 Current     membership_log inserted   20070131 20070301 Current 20070110

Renew An EXPIRED Membership

"Expired" membership means that the calculated membership_status has is_current_member = FALSE. For this case we are modifying both the Start and End dates in the existing membership record, and inserting a membership log record. Start and End Date calculations are handled in the same way as a NEW membership (the difference being that we update the expired membership record rather than inserting a new one.

• Update the existing membership record
  • Join Date is NOT modified
  • New Start Date = today for Rolling period membership types
  • New Start Date = fixed period start day (prior to today) for Fixed period membership types
  • New End Date = New Start Date + (Duration Unit * Interval) for Rolling and Fixed membership types
  • Status ID is updated based on new Start and End Dates
  • Reminder Date is updated based on new End Date - Renewal Reminder Days (if membership_type.renewal_reminder_day is not NULL)

• Insert new membership_log record
  • New Start Date = same value as written to membership record
  • New End Date = same value as written to membership record
  • Status ID = same value as written to membership record
  • Modified Date = today

    SCENARIO 6 - Expired Membership + Rolling Period + Duration: 1 year   Record Join Date Start Date End Date Status Modified Date Initial Data membership 20050101 20050101 20051231 Expired   Renew on 20070401 Expected Result membership updated 20050101 20070401 20080331 Current     membership_log inserted   20070401 20080331 Current 20070401

    SCENARIO 7 Expired Membership + Fixed Period + Duration: 1 year + Fixed Start Day: Jan 1 + Rollover Day: Nov 30   Record Join Date Start Date End Date Status Modified Date Initial Data membership 20051201 20050101 20061231 Expired   Renew on 20071210 Expected Result membership updated 20051201 20070101 20081231 Current     membership_log inserted   20070101 20081231 Current 20071210 NOTE: Scenario 4 demonstrates that the Fixed Rollover Day is considered when calculating new End Dates on renewal of a expired membership.

    SCENARIO 8 - Expired Membership + Rolling Period + Duration: 1 month   Record Join Date Start Date End Date Status Modified Date Initial Data membership 20050101 20050101 20050131 Expired   Renew on 20071230 Expected Result membership updated 20050101 20071230 20080129 Current     membership_log inserted   20071230 20080129 Current 20071230

    SCENARIO 9 Expired Membership + Fixed Period + Duration: 1 month   Record Join Date Start Date End Date Status Modified Date Initial Data membership 20050121 20050101 20050131 Expired   Renew on 20070125 Expected Result membership updated 20050121 20070101 20070228 Current     membership_log inserted   20070101 20070228 Current 20070125

    SCENARIO 10 - Expired Membership + Rolling Period + Duration: 30 days   Record Join Date Start Date End Date Status Modified Date Initial Data membership 20050101 20050101 20050130 Expired   Renew on 20070405 Expected Result membership updated 20050101 20070405 20070504 Current     membership_log inserted   20070405 20070504 Current 20070405

    SCENARIO 11 Expired Membership + Fixed Period + Duration: 1 year + Fixed Start Day: Jan 1 + Rollover Day: Nov 30   Record Join Date Start Date End Date Status Modified Date Initial Data membership 20051021 20050101 20051231 Expired   Renew on 20071130 Expected Result membership updated 20051021 20070101 20071231 Current     membership_log inserted   20070101 20071231 Current 20071130

Renew a STALE Membership

STALE membership means that the calculated membership_status does not match the membership status.
For this case renewal will be done in two steps.
1. Check the Membership dates while renewing and update the membership status.

• Update the existing membership record
  • Only status_id of the membership will be modified. Rest values will be unchanged.

• Insert new membership_log record
  • Start Date = same value as written to membership record
  • End Date = same value as written to membership record
  • Status ID = same value as written to membership record
  • Modified Date = today

2. Renew the membership.

• Update the existing membership record
  • Join Date is NOT modified
  • New Start Date and New End Date will be as per the Updated Status rules
  • Status ID is updated based on new Start and End Dates
  • Reminder Date is updated based on new End Date - Renewal Reminder Days (if membership_type.renewal_reminder_day is not NULL)

• Insert new membership_log record
  • New Start Date and New End Date will be as per the Updated Status rules
  • Status ID = same value as written to membership record
  • Modified Date = today

    SCENARIO 12 - Current (stale) Membership + Rolling Period + Duration: 1 year + End Event adjustment for GRACE status is 1 month   Record Join Date Start Date End Date Status Modified Date Initial Data membership 20070101 20070101 20071231 Current   Renew on 20080112 Expected Result (1) membership status updated 20070101 20070101 20071231 Grace     membership_log inserted   20070101 20071231 Grace 20080112 Expected Result (2) membership updated 20070101 20070101 20081231 Current     membership_log inserted   20080101 20081231 Current 20080112

    SCENARIO 13 Current (stale) Membership + Fixed Period + Duration: 1 year + Fixed Start Day: Jan 1 + Rollover Day: Nov 30   Record Join Date Start Date End Date Status Modified Date Initial Data membership 20061201 20060101 20071231 Current   Renew on 20080125 Expected Result membership status updated 20061201 20060101 20071231 Grace     membership_log inserted   20060101 20071231 Grace 20080125 Expected Result membership updated 20061201 20060101 20081231 Current     membership_log inserted   20080101 20081231 Current 20080125

Additional Scenarios

Enter additional scenarios in this section. These scenarios should test against / combine the following variations:

• Status at renewal = Grace
• Duration units = xx days AND increment to calculate New End Date crosses to next month
• Duration units = xx months AND increment to caclulate New End Date crosses to next year