PowderCoatingLogix/QUICK_TEST_GUIDE.md

Quick Testing Guide - Lookup Management Feature

Prerequisites

1. Database migration applied: ConvertEnumsToLookupTables
2. Application built successfully
3. Seed data loaded (via Platform Management > Seed Data)

5-Minute Quick Test

Test 1: View Existing Lookups (2 minutes)

1. Start the application: cd src/PowderCoating.Web && dotnet run
2. Navigate to: https://localhost:58461
3. Login as SuperAdmin: superadmin@powdercoating.com / SuperAdmin123!
4. Click: Company Settings (in left sidebar)
5. Click: Data Lookups tab
6. Expected: See 3 sub-tabs: Job Statuses, Job Priorities, Quote Statuses
7. Verify: Job Statuses shows 16 default statuses with color badges
8. Verify: Usage counts display (e.g., "5 jobs")

Test 2: Create Custom Lookup (1 minute)

1. On Job Statuses sub-tab, click: Add Job Status
2. Enter code: TEST_STATUS
3. Enter display name: Test Status
4. Expected: Success toast notification
5. Verify: New status appears in table at bottom

Test 3: Edit Custom Lookup (1 minute)

1. Find the "Test Status" row
2. Click: Edit button (pencil icon)
3. Change display name to: My Custom Status
4. Expected: Success toast notification
5. Verify: Table refreshes with new name

Test 4: Delete Custom Lookup (1 minute)

1. Find the "My Custom Status" row
2. Click: Delete button (trash icon)
3. Confirm deletion
4. Expected: Success toast notification
5. Verify: Status removed from table

Test 5: Verify Jobs Use Lookups (30 seconds)

1. Navigate to: Jobs > Create New Job
2. Verify: Status dropdown shows all statuses (including any custom ones)
3. Verify: Priority dropdown shows all priorities
4. Create a job and verify it saves successfully

System Protection Tests

Test 6: Try to Delete System-Defined Status

1. Go to: Company Settings > Data Lookups > Job Statuses
2. Find "Pending" status (marked with [System] badge)
3. Verify: Delete button is DISABLED with tooltip "System-defined"

Test 7: Try to Delete In-Use Status

1. Create a job with status "In Preparation"
2. Go to: Company Settings > Data Lookups > Job Statuses
3. Try to delete "In Preparation" status
4. Expected: Error message "Status is in use and cannot be deleted"

Visual Verification

Color Badges

• ✅ Statuses display with colored badges (primary, success, warning, danger, etc.)
• ✅ Badge colors match across Jobs Index and Company Settings

Usage Counts

• ✅ Each lookup shows accurate count (e.g., "12 jobs")
• ✅ Counts update after creating/deleting jobs

Responsive Design

• ✅ Tables display correctly on desktop
• ✅ Tables scroll horizontally on mobile if needed

Troubleshooting

Issue: "No job statuses found"

Solution: Run seed data via Platform Management > Seed Data

Issue: Dropdowns empty in Jobs/Quotes

Solution: Check browser console for errors; verify migration applied

Issue: Delete button not working

Solution: Check browser console; verify status is not in use

Issue: Changes not saving

Solution: Check browser console for AJAX errors; verify anti-forgery token

Success Indicators

• ✅ All 16 default job statuses visible
• ✅ All 5 default priorities visible
• ✅ All 7 default quote statuses visible
• ✅ Can add custom lookups
• ✅ Can edit custom lookups (display name only)
• ✅ Can delete unused custom lookups
• ✅ System-defined lookups protected
• ✅ In-use lookups protected
• ✅ Usage counts accurate
• ✅ Jobs/Quotes can be created with new lookups
• ✅ Color badges display correctly

Next Steps After Testing

If all tests pass:

• ✅ Mark feature as production-ready
• ✅ Document for users in help guide
• ✅ Train users on lookup customization

If issues found:

• 📝 Document the issue with screenshots
• 🐛 Report to development team
• 🔄 Apply fixes and re-test

Advanced Testing (Optional)

Multi-Tenancy Test

1. Login as Company Admin: admin@demo.com / CompanyAdmin123!
2. Go to: Company Settings > Data Lookups
3. Verify: Only see lookups for YOUR company (not other companies)
4. Create a custom status for Demo Company
5. Login as different company admin
6. Verify: Custom status NOT visible to other company

Performance Test

1. Create 1,000 test jobs via seed data
2. Navigate to: Jobs > Index
3. Verify: Page loads in < 2 seconds
4. Filter by status
5. Verify: Filtering is instant

Quote Conversion Test

1. Create a quote with status "Draft"
2. Try to convert to job
3. Expected: Error "Only approved quotes can be converted"
4. Change quote status to "Approved"
5. Convert to job
6. Verify: Conversion succeeds
7. Verify: Quote status changes to "Converted"

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Testing Duration: 5-15 minutes Last Updated: February 13, 2026