191 lines
11 KiB
Markdown
191 lines
11 KiB
Markdown
# Dealer Offboarding — Test Cases & QA Tracker
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> **Location:** `/backend/docs/TEST_CASES.md`
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> **Last Updated:** 2026-04-20
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> **Modules Covered:** Termination, Resignation, F&F Settlement, Constitutional Change, Relocation
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> **Status Legend:** ✅ Fixed | ❌ Open | 🔄 In Progress | ⚠️ Known Issue
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---
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## 1. Termination Module
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### 1.1 Push to F&F Action
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| # | Test Case | Expected Behaviour | Status | Notes |
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| T-01 | Click "Push to F&F" when stage is `NBH Evaluation` | Backend returns **400** — `Cannot trigger F&F from NBH Evaluation. Complete CEO and Legal approvals first.` | ✅ Fixed | Backend gate added in `termination.controller.ts` |
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| T-02 | Click "Push to F&F" when stage is `Legal - Termination Letter` | F&F settlement created successfully; termination status → `F&F Initiated`; stage → `Terminated` | ✅ Fixed | Stage lock + correct status applied |
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| T-03 | Click "Push to F&F" multiple times on the same record | Only one F&F record created (idempotency check via `db.FnF.findOne`) | ✅ Fixed | `TerminationWorkflowService.initiateFnF` resolves existing record |
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| T-04 | After "Push to F&F", verify "Approve" button visibility | Approve button **must be hidden** — workflow locked | ✅ Fixed | `isSettlementPhase` flag disables all approval actions |
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| T-05 | "Push to F&F" button visible to ASM role | Button **must not be visible** to ASM | ✅ Fixed | Role restricted to `DD Lead, DD Head, NBH, DD Admin, Super Admin` |
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| T-06 | "Push to F&F" button visible at early stages (e.g. ZBH Review) | Button **must be hidden** until stage is `Legal - Termination Letter` or `Terminated` | ✅ Fixed | Frontend `canPushToFnF` condition updated |
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| T-07 | After "Push to F&F", another approver tries to approve | Action rejected — buttons completely hidden | ✅ Fixed | `isSettlementPhase` + `isFinalState` guard |
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---
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### 1.2 Stage Approval Flow
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| # | Test Case | Expected Behaviour | Status | Notes |
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| T-08 | Sending `action: "pushfnf"` via API when ticket is mid-flow | Previously fell into generic "Approve" block and advanced stage incorrectly | ✅ Fixed | Explicit `pushfnf` handler added |
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| T-09 | RBM approves at `RBM Review` | Stage advances to `ZBH Review` | ✅ | Standard flow |
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| T-10 | NBH at `NBH Evaluation` clicks "Issue SCN" | Stage advances to `Show Cause Notice` | ✅ | `canIssueSCN` permission guarded |
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| T-11 | ASM tries to Approve/Send Back | Buttons **must not be visible** — ASM is Create/View/Comment only | ✅ | SRS §8.3.4 enforced |
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---
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### 1.3 Progress Timeline / Status Display
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| # | Test Case | Expected Behaviour | Status | Notes |
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| T-12 | Termination reaches `Dealer Terminated` stage | All stages including "Dealer Terminated" show **green checkmark** | ✅ Fixed | `isSuccessFinal` flag added to `getProgressStatus()` |
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| T-13 | Termination status is `F&F Initiated` | All completed stages show green; "Dealer Terminated" shows green | ✅ Fixed | `F&F Initiated`, `Settled` included in `isSuccessFinal` |
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| T-14 | Termination is `Rejected` | Shows all stages up to rejection point; no misleading pending | ✅ | `isTerminal` logic handles rejected states |
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---
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## 2. Resignation Module
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### 2.1 Push to F&F Action
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| # | Test Case | Expected Behaviour | Status | Notes |
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| R-01 | Click "Push to F&F" before Legal stage | Backend returns **400** — `Cannot trigger F&F from [stage]. Move request to Legal stage first.` | ✅ | Gate in `resignation.controller.ts` |
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| R-02 | Click "Push to F&F" at Legal stage without a Legal-stage document | Backend returns **400** — `Legal-stage acceptance/communication document is required first.` | ✅ | Document gate enforced |
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| R-03 | Click "Push to F&F" at Legal stage with document present | F&F initiated; stage → `F&F Initiated` | ✅ | |
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| R-04 | Dealer role attempts to withdraw after reaching NBH stage | Withdraw button **must be hidden** | ✅ | `isPastNBH` guard in `canWithdraw` |
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| R-05 | "Push to F&F" visible to ASM role | Button **must NOT be visible** | ✅ | Role whitelist enforced |
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---
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## 3. F&F Settlement Module
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### 3.1 Document Management
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| # | Test Case | Expected Behaviour | Status | Notes |
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| F-01 | Upload document via F&F Details page | File stored, mapped in `clearanceDocuments`, appears in Submitted Documents table | ✅ Fixed | Multipart upload implemented in `settlement.controller.ts` |
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| F-02 | Download uploaded F&F document | Forces direct file download (not new tab) | ✅ Fixed | Programmatic Blob fetch + hidden `<a>` tag |
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| F-03 | Preview uploaded F&F document | ❌ Open | Pending implementation |
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### 3.2 Status Display
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| # | Test Case | Expected Behaviour | Status | Notes |
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| F-04 | F&F Status badge text readability | White text on green/amber badges | ✅ Fixed | `text-white` applied in `FinanceFnFPage.tsx` |
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---
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## 4. Constitutional Change Module
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### 4.1 Document Verification Permissions
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| # | Test Case | Expected Behaviour | Status | Notes |
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| C-01 | ASM sees "Verify" button on uploaded documents | Button **must NOT be visible** to ASM | ✅ Fixed | Role whitelist: `DD Lead, DD Head, NBH, Legal Admin, DD Admin, Super Admin` |
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| C-02 | ASM sees "Reject" button on uploaded documents | Button **must NOT be visible** to ASM | ✅ Fixed | Same role whitelist |
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| C-03 | DD Lead sees "Verify" button on uploaded documents | Button **must be visible** | ✅ | |
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| C-04 | NBH sees "Verify" button | Button **must be visible** | ✅ | |
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| C-05 | Dealer role sees "Verify" button | Button **must NOT be visible** | ✅ | |
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---
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## 5. Relocation Module
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### 5.1 Document Verification Permissions
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| # | Test Case | Expected Behaviour | Status | Notes |
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| RL-01 | ASM sees "Verify" button on relocation documents | Button **must NOT be visible** | ✅ Fixed | Same role whitelist applied in `RelocationRequestDetails.tsx` |
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| RL-02 | ASM sees "Reject" button on relocation documents | Button **must NOT be visible** | ✅ Fixed | |
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| RL-03 | DD Admin sees "Verify" button | Button **must be visible** | ✅ | |
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---
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## 6. Role-Based Access Control (RBAC) Cross-Module
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| # | Test Case | Expected Behaviour | Status | Notes |
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| RBAC-01 | ASM document verify access — Constitutional Change | ❌ Hidden ✅ Fixed | See C-01 |
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| RBAC-02 | ASM document verify access — Relocation | ❌ Hidden ✅ Fixed | See RL-01 |
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| RBAC-03 | ASM workflow approve buttons — Termination | ASM sees no Approve/Send Back | ✅ | SRS §8.3.4 |
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| RBAC-04 | Dealer sees full termination workflow details | Dealer is **read-only** | ✅ | |
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| RBAC-05 | National roles access F&F data | ✅ Permitted | ✅ | Permission added |
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---
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## 7. Pending / Open Test Cases
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> Items that still require QA testing or implementation.
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| # | Test Case | Module | Priority | Notes |
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| P-01 | F&F Document Preview modal | F&F | Medium | Upload/Download done; Preview pending |
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| P-02 | SLA breach notification triggers | All modules | High | SLA configuration not yet built |
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| P-03 | WhatsApp notification on SCN issued | Termination | High | Awaiting API dependency |
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| P-04 | In-app notification on F&F initiation | F&F | Medium | |
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| P-05 | Audit log context sweep across all modules | All modules | Medium | Ensure all actions are logged with correct entity context |
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| P-06 | Admin SLA Matrix configuration | Admin Dashboard | High | Pending implementation |
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---
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## 8. Regression Checklist (Run after every release)
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- [ ] Termination: "Push to F&F" rejected before Legal stage (T-01)
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- [ ] Termination: Progress timeline shows all green on completion (T-12)
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- [ ] Termination: "Push to F&F" button hidden at early stages (T-06)
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- [ ] Resignation: Dealer withdrawal blocked after NBH (R-04)
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- [ ] Constitutional: ASM cannot verify documents (C-01, C-02)
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- [ ] Relocation: ASM cannot verify documents (RL-01, RL-02)
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- [ ] F&F: Document download forces save to disk (F-02)
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- [ ] F&F: Status badges show white text (F-04)
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---
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## 9. In-App & Email Notification Coverage
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> All notifications flow through `notifyStakeholdersOnTransition()` in `workflow-email-notifications.ts`.
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### 9.1 Root Cause (Fixed)
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Old code only notified `nextActor` and `dealer`. ASM was silently skipped after the initial submission email.
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**Fix applied:** `workflow-email-notifications.ts` now covers 4 notification paths:
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1. **Next Actor** → `Action Required` (system + email)
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2. **ASM on Send Back** → `Case Returned for Clarification` (system + email)
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3. **Dealer** → status update (system always; email only on terminal events)
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4. **Key Observers** (DD Lead, DD Head, NBH, DD Admin) → `Case Closed` (system only, on reject/revoke/complete)
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### 9.2 Notification Test Cases
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| # | Scenario | Who Should Be Notified | Channel | Status |
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| N-01 | Constitutional change submitted | All participants incl. ASM | email + in-app | ✅ (submit hook) |
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| N-02 | ASM approves → moves to ZM/RBM | ZM + RBM | email + in-app | ✅ Fixed |
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| N-03 | ZBH approves → moves to DD Lead | DD Lead | email + in-app | ✅ Fixed |
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| N-04 | Any approver sends back | ASM | email + in-app | ✅ Fixed |
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| N-05 | Request rejected | Dealer (email + in-app), DD Lead/Head/NBH/DD Admin (in-app only) | mixed | ✅ Fixed |
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| N-06 | Request revoked | Dealer (email + in-app), key observers (in-app only) | mixed | ✅ Fixed |
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| N-07 | Request completed (legal approved) | Dealer (email + in-app), key observers (in-app only) | mixed | ✅ Fixed |
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| N-08 | Relocation submitted | Dealer (email), ASM (email + in-app) | email + in-app | ✅ Already existed |
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| N-09 | Resignation submitted | All participants incl. ASM | email + in-app | ✅ Already existed |
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| N-10 | ZM/RBM joint: first approver approves | Other co-approver (ZM or RBM) | in-app | ✅ Verified |
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| N-11 | Termination pushed to F&F | DD Admin, Finance | in-app | ✅ Verified |
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| N-12 | ASM who submitted gets status update on any stage change | ASM | in-app | ✅ Verified |
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### 9.3 Known Remaining Gaps (Open)
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| ID | Scenario | Channels | Status |
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| N-G1 | ZM/RBM co-approver notification for partner approvals | System, Email, WhatsApp | **Verified (v2.1)** |
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| N-G2 | F&F initiation notification to DD Admin/Finance | System, Email, WhatsApp | **Verified (v2.1)** |
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| N-G3 | Dealer withdrawal from resignation notification to ASM | System, Email, WhatsApp | **Verified (v2.1)** |
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| N-G4 | Interview Scheduling acknowledgment to Dealer | Email, WhatsApp | **Verified (v2.1)** |
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| N-G5 | Interview Panelist assignment notification | Email, WhatsApp | **Verified (v2.1)** |
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> [!NOTE]
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> All WhatsApp notifications now dynamically resolve phone numbers from the participant's user record or the application record as per SRS §1.1.1.
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---
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*This file is maintained as a living document. Add new test cases as bugs are found or features are added.*
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