hub/docs/V1_QA_SCRIPT.md

V1 QA Script - Manual Test Plan

Created: November 2025 Purpose: Step-by-step manual testing script for V1 verification

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Table of Contents

1. Intro
2. Test Accounts
3. Test Scenarios
4. Regression Checks
5. Execution Notes

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Intro

Branch

feature/v1-finalization

Environments

• Local: http://localhost (Docker via Sail)
• Staging: https://staging.cannabrands.app

Personas

• Admin: Superadmin with Filament access
• Seller: Brand business managing products and orders
• Buyer: Dispensary business browsing marketplace and ordering

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Test Accounts

Persona	Email	Password	Business
Admin	admin@example.com	password	N/A
Seller	seller@example.com	password	Cannabrands (test seller)
Buyer	buyer@example.com	password	Test Dispensary

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Test Scenarios

Seller Scenarios

[ ] S1: Complete Seller Onboarding

Steps:

• Log in as a new seller user (or clear onboarding status)
• Navigate to /onboarding
• Complete all onboarding steps (profile, business info, etc.)
• Click "Go to Dashboard"

Expected Result:

• All steps complete without errors
• Redirected to seller dashboard
• Dashboard shows empty states or initial data

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[ ] S2: Create Brand + Brand Profile

Steps:

• Navigate to Brands from sidebar
• Click "Add Brand"
• Fill in brand name, description, logo
• Save the brand
• Edit the brand and update AI voice settings

Expected Result:

• Brand created successfully
• Brand appears in list
• Brand profile page renders correctly
• AI voice settings save

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[ ] S3: Create Product (All Tabs) + Preview

Steps:

• Navigate to Products
• Click "Add Product"
• Fill in basic info (name, SKU, price, category, brand)
• Save and navigate to edit view
• Visit each tab: Basic Info, Media, Pricing, Inventory, Batch Management, BOM/Templates, Strains, Promotions, Listings, Custom Menus, Archived
• Click "Preview" to see buyer-facing view

Expected Result:

• Product created successfully
• All tabs render without errors
• Data saves correctly on each tab
• Preview shows correct product information

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[ ] S4: Use Bulk Actions (All 4 Types)

Steps:

• Navigate to Bulk Actions
• Select multiple products
• Prices tab: Increase price by 10%, click Apply
• Visibility tab: Hide selected products, click Apply
• Assignment tab: Assign to a different brand, click Apply
• Inventory tab: Adjust stock +10, click Apply

Expected Result:

• Each bulk action shows success message
• Products reflect the changes when viewed individually

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[ ] S5: View Seller Analytics Index

Steps:

• Navigate to Analytics from sidebar
• View KPI cards (revenue, orders, etc.)
• View revenue chart
• View top products and top buyers tables

Expected Result:

• Analytics page renders without errors
• KPI cards show data (or zero if no orders)
• Charts render correctly
• Period selector works

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[ ] S6: Use Product Tabs Without Errors

Steps:

• Open an existing product for editing
• Click through each tab:
  • Inventory (if has_inventory enabled)
  • Batch Management
  • Promotions
  • Listings
  • Templates/BOM
  • Custom Menus
  • Bulk Add/Edit
  • Packaging (if applicable)

Expected Result:

• All tabs load without JavaScript errors
• Data displays correctly
• Forms are functional

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[ ] S7: Complete Order Fulfillment Flow

Steps:

• Have a buyer place an order (or use existing test order)
• Navigate to Orders as seller
• View order detail
• Progress through status: New → Accepted → Picking → Ready → Shipped
• Generate invoice from order

Expected Result:

• Order status updates correctly at each step
• Status history shows all transitions
• Invoice created successfully

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[ ] S8: Orchestrator Command Center

Prerequisites:

• Business must have has_crm, has_buyer_intelligence, AND copilot_enabled all set to TRUE

Steps:

• Log in as seller
• Verify Orchestrator appears in sidebar navigation (under Dashboard group)
• Click to navigate to /s/{business}/orchestrator
• Review "Today's Targets" section (top engagement-scored buyers)
• Review "Next Best Actions" section (recommended actions with AI message button)
• Review "Hot Products" section (most-viewed products)
• Review "At-Risk Accounts" section (buyers needing attention)
• Click "Generate AI Message" on any action
• Click "View Buyer" link on a target

Expected Result:

• Sidebar shows Orchestrator link when all 3 flags are enabled
• Command Center page renders without errors
• Today's Targets shows up to 10 buyers ranked by engagement score
• Next Best Actions shows actionable recommendations with "Generate AI Message" buttons
• Hot Products shows products with recent views
• At-Risk Accounts shows buyers flagged as needing re-engagement
• AI message modal opens and generates content
• Links navigate correctly to buyer detail pages

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[ ] S9: Orchestrator Dashboard Widget

Prerequisites:

• Same as S8 (all 3 flags enabled)

Steps:

• Navigate to seller dashboard /s/{business}/dashboard
• Look for Orchestrator widget card
• Verify it shows "Today's top targets" (up to 3)
• Click "Open" button

Expected Result:

• Widget appears in dashboard with gradient styling
• Shows top 3 engagement targets with scores and fire/sun/snowflake icons
• "Open" button navigates to full Orchestrator page

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[ ] S10: Orchestrator Disabled State

Steps:

• As admin, disable ONE of: has_crm, has_buyer_intelligence, or copilot_enabled
• Log in as seller for that business
• Check sidebar navigation
• Manually navigate to /s/{business}/orchestrator

Expected Result:

• Orchestrator link does NOT appear in sidebar
• Direct URL shows "Orchestrator Not Available" page
• Page lists which module(s) are missing
• Dashboard widget does NOT appear

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Buyer Scenarios

[ ] B1: Complete Buyer Onboarding

Steps:

• Log in as a new buyer user (or clear onboarding status)
• Navigate to /onboarding
• Complete all onboarding steps
• Click "Go to Dashboard"

Expected Result:

• All steps complete without errors
• Redirected to buyer dashboard
• Dashboard shows marketplace links

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[ ] B2: Browse Marketplace

Steps:

• Navigate to Marketplace
• Browse by categories
• View a brand page
• View a product detail page

Expected Result:

• Products display correctly with images and prices
• Brand page shows brand info and products
• Product detail shows batch/COA info if available

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[ ] B3: Cart + Checkout Flow

Steps:

• Add products to cart
• View cart, update quantities
• Proceed to checkout
• Select delivery window
• Confirm payment terms
• Submit order

Expected Result:

• Cart updates correctly
• Checkout form validates required fields
• Order confirmation page shows order details

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[ ] B4: View Orders + Manifest PDF

Steps:

• Navigate to Orders
• View order list
• Click an order to see detail
• View/download manifest PDF (if available)

Expected Result:

• Orders list shows all buyer orders
• Order detail shows line items, totals, status
• PDF generates correctly

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[ ] B5: View Invoices + PDF

Steps:

• Navigate to Invoices
• View invoice list
• Click an invoice to see detail
• Download invoice PDF

Expected Result:

• Invoices list shows all buyer invoices
• Invoice detail shows correct amounts
• PDF downloads successfully

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[ ] B6: Buyer Insights Page

Prerequisites:

• Business must have has_buyer_intelligence set to TRUE

Steps:

• Log in as buyer
• Navigate to /b/{business}/insights
• Review "Recommended For You" section
• Review "Trending in Marketplace" section
• Review "Recently Viewed" section
• Click a product card

Expected Result:

• Insights page renders without errors
• Product recommendations display (or empty state if no order history)
• Trending products show popular marketplace items
• Recently viewed shows products buyer has viewed
• Product links navigate to marketplace product detail pages

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[ ] B7: Buyer Insights Dashboard Widget

Prerequisites:

• Same as B6 (has_buyer_intelligence enabled)

Steps:

• Navigate to buyer dashboard /b/{business}/dashboard
• Look for "Recommended For You" widget card
• Click "View All" button

Expected Result:

• Widget appears with gradient styling when BI is enabled
• Shows up to 3 recommended products with prices
• "View All" navigates to full Insights page

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[ ] B8: Buyer Insights Disabled State

Steps:

• As admin, disable has_buyer_intelligence for a buyer business
• Log in as buyer for that business
• Manually navigate to /b/{business}/insights

Expected Result:

• Direct URL shows "Insights Not Available" page
• Dashboard widget does NOT appear

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Admin Scenarios

[ ] A1: Admin Login + Dashboard

Steps:

• Log in as admin@example.com
• View Filament dashboard
• Navigate to Businesses resource
• Navigate to Users resource

Expected Result:

• Filament dashboard loads
• Resources show data tables
• Navigation works correctly

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[ ] A2: Toggle Business Modules

Steps:

• Navigate to a business in Filament
• Go to Modules tab
• Toggle has_buyer_intelligence OFF then ON
• Save changes
• Log in as seller for that business
• Verify Buyer Intelligence access changes

Expected Result:

• Module toggles save correctly
• Seller sees "Not Enabled" when OFF
• Seller sees full BI views when ON

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[ ] A3: Configure AI Connection

Steps:

• Navigate to AI Settings page
• Add or edit an AI connection
• Click "Test Connection"
• Save the connection

Expected Result:

• Test shows success/failure result
• Connection saves to database
• Connection appears in list

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[ ] A4: Impersonation Flow

Steps:

• From admin, click Impersonate on a seller user
• Verify impersonation banner appears
• Navigate around seller dashboard
• Click "Return to Admin" (or use /admin/back-to-admin)
• Repeat for a buyer user

Expected Result:

• Impersonation starts successfully
• Banner visible at top of page
• Navigation works as impersonated user
• Return to admin works correctly

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Buyer Intelligence Scenarios

[ ] BI1: BI Disabled State

Steps:

• As admin, set has_buyer_intelligence = false for a business
• Log in as seller for that business
• Navigate to /s/{business}/buyer-intelligence
• Navigate to each sub-page (products, buyers, sales, marketing)

Expected Result:

• All pages show "Buyer Intelligence Not Enabled" card
• "Learn More" button links to plans page

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[ ] BI2: BI Enabled State

Steps:

• As admin, set has_buyer_intelligence = true for a business
• Log in as seller for that business
• Navigate to Buyer Intelligence Overview
• Navigate to Products, Buyers, Sales, Marketing pages

Expected Result:

• All 5 pages render without errors
• KPI cards display data
• Charts render
• Tables show data (or empty states)

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Compliance Scenarios

[ ] C1: Compliance Disabled State

Steps:

• As admin, set has_compliance = false for a business
• Log in as seller for that business
• Navigate to /s/{business}/compliance

Expected Result:

• Shows "Compliance Module Not Enabled" page
• Benefits list displays
• "Back to Dashboard" button works

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[ ] C2: Compliance Enabled State

Steps:

• As admin, set has_compliance = true for a business
• Log in as seller for that business
• Navigate to Compliance Overview
• Verify stats cards (Active, Expiring, Expired)
• Click "View All Licenses"
• Use filters on licenses list

Expected Result:

• Compliance Overview renders with stats
• Expiring licenses section shows licenses within 90 days
• Licenses list renders with search/filter
• Status badges display correctly (Active/Expiring Soon/Expired)

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Regression Checks

After any bug fix, re-verify these critical screens:

• Product edit + all tabs
• Bulk actions page (all 4 tabs)
• Seller Analytics index
• Onboarding (seller + buyer)
• Marketplace browse + product detail
• Cart + checkout
• Order detail + status workflow
• Buyer Intelligence overview
• Compliance overview + licenses
• Orchestrator Command Center (when enabled)
• Buyer Insights page (when enabled)

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Execution Notes

Field	Value
Tester Name
Date
Environment	Local / Staging
Branch
Total Scenarios	24
Passed
Failed
Blocked

Issues Found

#	Scenario	Description	Severity	Status
1
2
3

Notes

Add any test execution notes here