143 lines
4.7 KiB
Markdown
143 lines
4.7 KiB
Markdown
# Quick Testing Guide - Lookup Management Feature
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## Prerequisites
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1. Database migration applied: `ConvertEnumsToLookupTables`
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2. Application built successfully
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3. Seed data loaded (via Platform Management > Seed Data)
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## 5-Minute Quick Test
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### Test 1: View Existing Lookups (2 minutes)
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1. Start the application: `cd src/PowderCoating.Web && dotnet run`
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2. Navigate to: `https://localhost:58461`
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3. Login as SuperAdmin: `superadmin@powdercoating.com` / `SuperAdmin123!`
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4. Click: **Company Settings** (in left sidebar)
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5. Click: **Data Lookups** tab
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6. **Expected**: See 3 sub-tabs: Job Statuses, Job Priorities, Quote Statuses
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7. **Verify**: Job Statuses shows 16 default statuses with color badges
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8. **Verify**: Usage counts display (e.g., "5 jobs")
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### Test 2: Create Custom Lookup (1 minute)
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1. On Job Statuses sub-tab, click: **Add Job Status**
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2. Enter code: `TEST_STATUS`
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3. Enter display name: `Test Status`
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4. **Expected**: Success toast notification
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5. **Verify**: New status appears in table at bottom
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### Test 3: Edit Custom Lookup (1 minute)
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1. Find the "Test Status" row
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2. Click: **Edit** button (pencil icon)
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3. Change display name to: `My Custom Status`
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4. **Expected**: Success toast notification
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5. **Verify**: Table refreshes with new name
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### Test 4: Delete Custom Lookup (1 minute)
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1. Find the "My Custom Status" row
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2. Click: **Delete** button (trash icon)
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3. Confirm deletion
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4. **Expected**: Success toast notification
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5. **Verify**: Status removed from table
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### Test 5: Verify Jobs Use Lookups (30 seconds)
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1. Navigate to: **Jobs** > **Create New Job**
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2. **Verify**: Status dropdown shows all statuses (including any custom ones)
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3. **Verify**: Priority dropdown shows all priorities
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4. Create a job and **verify** it saves successfully
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## System Protection Tests
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### Test 6: Try to Delete System-Defined Status
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1. Go to: Company Settings > Data Lookups > Job Statuses
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2. Find "Pending" status (marked with [System] badge)
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3. **Verify**: Delete button is DISABLED with tooltip "System-defined"
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### Test 7: Try to Delete In-Use Status
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1. Create a job with status "In Preparation"
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2. Go to: Company Settings > Data Lookups > Job Statuses
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3. Try to delete "In Preparation" status
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4. **Expected**: Error message "Status is in use and cannot be deleted"
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## Visual Verification
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### Color Badges
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- ✅ Statuses display with colored badges (primary, success, warning, danger, etc.)
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- ✅ Badge colors match across Jobs Index and Company Settings
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### Usage Counts
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- ✅ Each lookup shows accurate count (e.g., "12 jobs")
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- ✅ Counts update after creating/deleting jobs
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### Responsive Design
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- ✅ Tables display correctly on desktop
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- ✅ Tables scroll horizontally on mobile if needed
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## Troubleshooting
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### Issue: "No job statuses found"
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**Solution**: Run seed data via Platform Management > Seed Data
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### Issue: Dropdowns empty in Jobs/Quotes
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**Solution**: Check browser console for errors; verify migration applied
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### Issue: Delete button not working
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**Solution**: Check browser console; verify status is not in use
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### Issue: Changes not saving
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**Solution**: Check browser console for AJAX errors; verify anti-forgery token
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## Success Indicators
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- ✅ All 16 default job statuses visible
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- ✅ All 5 default priorities visible
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- ✅ All 7 default quote statuses visible
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- ✅ Can add custom lookups
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- ✅ Can edit custom lookups (display name only)
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- ✅ Can delete unused custom lookups
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- ✅ System-defined lookups protected
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- ✅ In-use lookups protected
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- ✅ Usage counts accurate
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- ✅ Jobs/Quotes can be created with new lookups
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- ✅ Color badges display correctly
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## Next Steps After Testing
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If all tests pass:
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- ✅ Mark feature as production-ready
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- ✅ Document for users in help guide
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- ✅ Train users on lookup customization
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If issues found:
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- 📝 Document the issue with screenshots
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- 🐛 Report to development team
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- 🔄 Apply fixes and re-test
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## Advanced Testing (Optional)
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### Multi-Tenancy Test
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1. Login as Company Admin: `admin@demo.com` / `CompanyAdmin123!`
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2. Go to: Company Settings > Data Lookups
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3. **Verify**: Only see lookups for YOUR company (not other companies)
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4. Create a custom status for Demo Company
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5. Login as different company admin
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6. **Verify**: Custom status NOT visible to other company
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### Performance Test
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1. Create 1,000 test jobs via seed data
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2. Navigate to: Jobs > Index
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3. **Verify**: Page loads in < 2 seconds
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4. Filter by status
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5. **Verify**: Filtering is instant
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### Quote Conversion Test
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1. Create a quote with status "Draft"
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2. Try to convert to job
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3. **Expected**: Error "Only approved quotes can be converted"
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4. Change quote status to "Approved"
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5. Convert to job
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6. **Verify**: Conversion succeeds
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7. **Verify**: Quote status changes to "Converted"
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---
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**Testing Duration**: 5-15 minutes
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**Last Updated**: February 13, 2026
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