Chippie End-to-End Testing Guide

A comprehensive guide for QA testers to understand and test all features of the Chippie quote and invoice management system.

Table of Contents

1. System Overview 2. Getting Started 3. Core Business Workflow 4. User Authentication 5. Client Management 6. Quote Management 7. Job Management 8. Invoice Management 9. Team Management 10. Settings & Configuration 11. Map & Calendar Views 12. Public/Email Pages 13. Admin Panel 14. API Endpoints 15. Edge Cases & Error Scenarios 16. Status Workflow Reference

System Overview

Chippie is a multi-tenant quote and invoice management system for service businesses. Each business has isolated data using PostgreSQL schema-based multi-tenancy.

Key Entities

• Clients: Customer contact information and address
• Quotes: Price proposals sent to clients
• Jobs: Work to be performed (created when quote accepted)
• Invoices: Payment requests (created when quote accepted)

Core Workflow

Client → Quote (pending/quoted) → Accept → Job (in_progress) + Invoice (draft)
↓                    ↓ completed            pending (after job completion) ↓ paid

Getting Started

Test Credentials

• Email: first@last.com
• Password: fourfour

Application URL

• Development: http://localhost:8080
• Production: Configured domain

First Login Experience

1. Navigate to /auth/login 2. Enter credentials 3. If user has businesses: redirected to dashboard 4. If user has no businesses: redirected to /auth/business-setup

Core Business Workflow

Complete Quote-to-Payment Workflow

Test Scenario: Full lifecycle from client creation to paid invoice

1. Create Client

• Navigate to /clients

• Click "Add Client"

• Enter: First Name, Last Name (required), Phone, Email, Address

• Submit → Client appears in list

2. Create Quote

• From client list: Click client dropdown → "New Quote"

• OR: Navigate to /quotes → "Add Quote"

• Enter description (required)

• Enter amount (optional - creates enquiry if omitted)

• Submit → Quote appears in Quotes list

3. Accept Quote

• Find quote in list (status: quoted or pending_quote)

• Click "Accept" button

• System automatically creates:

• Job with status in_progress

• Invoice with status draft

• Quote status changes to accepted

4. Complete Job

• Navigate to /jobs

• Find job (status: in_progress)

• Click "Complete" button

• Job status → completed

• Invoice status → pending (automatic)

5. Mark Invoice Paid

• Navigate to /invoices

• Find invoice (status: pending)

• Click "Mark Paid" button

• Invoice status → paid

Expected Outcome: Complete audit trail from client to paid invoice.

User Authentication

Routes

Test Scenarios

TC-AUTH-001: Successful Login 1. Navigate to /auth/login 2. Enter valid email and password 3. Click "Login" 4. Expected: Redirect to dashboard, success flash message

TC-AUTH-002: Failed Login (Wrong Password) 1. Navigate to /auth/login 2. Enter valid email, wrong password 3. Click "Login" 4. Expected: Error message, stay on login page

TC-AUTH-003: Registration Flow 1. Navigate to /auth/register 2. Enter: Email, Password, Confirm Password 3. Submit 4. Expected: Redirect to /auth/business-setup 5. Create business OR join existing 6. Expected: Redirect to dashboard

TC-AUTH-004: Password Reset 1. Navigate to /auth/forgot-password 2. Enter registered email 3. Check email for reset link 4. Click link → /auth/reset-password?token=... 5. Enter new password 6. Expected: Success message, redirect to login

TC-AUTH-005: Session Expiry 1. Login successfully 2. Wait for session timeout (or clear cookies) 3. Try to access /dashboard 4. Expected: Redirect to login page

Client Management

Routes

Fields

Test Scenarios

TC-CLIENT-001: Create Client (Minimal) 1. Navigate to /clients 2. Click "Add Client" 3. Enter only First Name and Last Name 4. Submit 5. Expected: Client created, appears in list

TC-CLIENT-002: Create Client (Full) 1. Navigate to /clients 2. Click "Add Client" 3. Fill all fields including address 4. Submit 5. Expected: Client created with all details saved

TC-CLIENT-003: Edit Client 1. Find existing client in list 2. Click edit icon 3. Modify fields 4. Submit 5. Expected: Changes saved, list updated

TC-CLIENT-004: Delete Client (No Dependencies) 1. Create new client with no quotes/jobs/invoices 2. Click delete 3. Confirm deletion 4. Expected: Client removed from list

TC-CLIENT-005: Delete Client (With Dependencies) 1. Find client with existing quotes 2. Click delete 3. Expected: Warning modal shows dependent records 4. Confirm deletes client AND all related records

TC-CLIENT-006: Duplicate Email Prevention 1. Create client with email "test@example.com" 2. Try to create another client with same email 3. Expected: Validation error "Email already exists"

Quote Management

Routes

Quote Statuses

Fields

Test Scenarios

TC-QUOTE-001: Create Quote with Amount 1. Navigate to /quotes 2. Click "Add Quote" 3. Select existing client 4. Enter description and amount 5. Submit 6. Expected: Quote created with status quoted

TC-QUOTE-002: Create Enquiry (No Price) 1. Navigate to /quotes 2. Click "Add Enquiry" 3. Select client or create new 4. Enter description only (no amount) 5. Submit 6. Expected: Quote created with status pending_quote

TC-QUOTE-003: Add Price to Enquiry 1. Find quote with status pending_quote 2. Click "Add Price" 3. Enter amount 4. Submit 5. Expected: Status changes to quoted

TC-QUOTE-004: Accept Quote 1. Find quote with status quoted 2. Click "Accept" 3. Expected:

• Quote status → accepted

• New Job created (status: in_progress)

• New Invoice created (status: draft)

• Redirect to dashboard

TC-QUOTE-005: Update Pending/Quoted Quote 1. Find quote with status pending_quote or quoted 2. Click edit 3. Change description, amount, notes 4. Submit 5. Expected: All fields updated

TC-QUOTE-006: Update Accepted Quote (Notes Only) 1. Find quote with status accepted 2. Click edit 3. Try to change description or amount 4. Expected: Only notes field is editable

TC-QUOTE-007: Revert Cancelled Quote 1. Find quote with status cancelled 2. Click "Revert" 3. Expected: Status changes to quoted

TC-QUOTE-008: Archive Quote 1. Find quote with status accepted or cancelled 2. Click "Archive" 3. Expected: Quote hidden from main list

TC-QUOTE-009: Generate Quote PDF 1. Find any quote 2. Click "PDF" button 3. Expected: PDF opens/downloads with quote details

TC-QUOTE-010: Send Quote Email 1. Find quote with client email 2. Click "Send Email" 3. Expected: Email sent (if Brevo configured) or mailto link opens

TC-QUOTE-011: Create Quote with New Client 1. Navigate to /quotes 2. Click "Add Quote + New Client" 3. Fill client details and quote details 4. Submit 5. Expected: Both client and quote created atomically

TC-QUOTE-012: Delete Quote with Dependencies 1. Accept a quote (creates job + invoice) 2. Try to delete the quote 3. Expected: Warning shows related job/invoice 4. Confirm → Quote, Job, and Invoice all deleted

Job Management

Routes

Job Statuses

Test Scenarios

TC-JOB-001: Complete Job 1. Find job with status in_progress 2. Click "Complete" 3. Expected:

• Job status → completed

• Related invoice status → pending (from draft)

TC-JOB-002: Put Job On Hold 1. Find job with status in_progress 2. Change status to on_hold 3. Expected: Job status updated, visible in jobs list

TC-JOB-003: Revert Completed Job 1. Find job with status completed 2. Click "Revert" 3. Expected: Status → in_progress

TC-JOB-004: Update Job Notes 1. Find any job 2. Click edit 3. Update notes 4. Expected: Notes saved (synced to related quote)

TC-JOB-005: Archive Job 1. Find job with status completed or cancelled 2. Click "Archive" 3. Expected: Job hidden from main list

TC-JOB-006: Cannot Archive Active Job 1. Find job with status in_progress 2. Try to archive 3. Expected: Error - can only archive completed/cancelled

Invoice Management

Routes

Invoice Statuses

Test Scenarios

TC-INV-001: Invoice Auto-Created on Quote Accept 1. Accept a quote 2. Navigate to /invoices 3. Expected: Invoice exists but may be hidden (draft status) 4. Complete the related job 5. Expected: Invoice now visible (pending status)

TC-INV-002: Mark Invoice Paid 1. Find invoice with status pending 2. Click "Mark Paid" 3. Expected: Status → paid

TC-INV-003: Revert Paid Invoice 1. Find invoice with status paid 2. Click "Revert" 3. Expected: Status → pending

TC-INV-004: Archive Paid Invoice 1. Find invoice with status paid 2. Click "Archive" 3. Expected: Invoice hidden from list

TC-INV-005: Cannot Archive Unpaid Invoice 1. Find invoice with status pending 2. Try to archive 3. Expected: Error - can only archive paid invoices

TC-INV-006: Update Invoice Amount 1. Find any invoice 2. Click edit 3. Change amount 4. Expected: Amount updated

TC-INV-007: Generate Invoice PDF 1. Find any invoice 2. Click "PDF" button 3. Expected: PDF opens/downloads with invoice details

TC-INV-008: Payment Summary Page 1. Navigate to /payment-summary 2. Expected: Shows totals for paid, pending, overdue 3. Expected: Collection rate percentage displayed

Team Management

Routes

Roles

Test Scenarios

TC-TEAM-001: Invite Team Member 1. Navigate to /team 2. Click "Invite Member" 3. Enter email and select role 4. Submit 5. Expected: Invitation sent, shows in pending list

TC-TEAM-002: Accept Invitation 1. Receive invitation email 2. Click invitation link 3. Register/login 4. Expected: Added to business team

TC-TEAM-003: Join Request (Public Business) 1. Enable business discovery in settings 2. Another user searches for business 3. User requests to join 4. Manager sees request in /team/join-requests 5. Approve → User added to team

TC-TEAM-004: Reject Join Request 1. Have pending join request 2. Click "Reject" 3. Expected: Request removed, user not added

Settings & Configuration

Routes

Settings Sections

Business Profile

• Business name
• Logo/branding
• Contact information
• Address

Invoice Settings

• Invoice numbering format
• Payment terms text
• Default due date offset
• Tax/fees configuration

Quote Settings

• Default quote template
• Expiry period
• Terms and conditions

Custom Status Management

• Create custom status categories
• Add custom statuses within categories
• Set default statuses
• Reorder statuses

Test Scenarios

TC-SET-001: Update Business Name 1. Navigate to /settings 2. Change business name 3. Save 4. Expected: Name updated throughout app

TC-SET-002: Configure Payment Terms 1. Navigate to /settings 2. Update payment terms text 3. Save 4. Expected: Appears on generated invoices

TC-SET-003: Change Theme 1. Navigate to /settings 2. Select different theme 3. Expected: UI colors change immediately

TC-SET-004: Create Custom Status 1. Navigate to /settings → Status Management 2. Create new status category 3. Add custom status to category 4. Expected: New status available when changing entity status

TC-SET-005: Delete Business 1. Navigate to /settings 2. Click "Delete Business" 3. Confirm deletion 4. Expected: All business data removed, redirected to business setup

Map & Calendar Views

Map View (/map)

Displays clients, jobs, and quotes on an interactive map.

Features

• Color-coded markers (Blue: clients, Green: jobs, Purple: quotes)
• Clickable popups with entity details
• Filter by entity type and status

Test Scenarios

TC-MAP-001: View Clients on Map 1. Create client with address 2. Navigate to /map 3. Expected: Client marker appears at address location

TC-MAP-002: Filter Map 1. Navigate to /map 2. Toggle filters (clients, jobs, quotes) 3. Expected: Only selected types visible

Calendar View (/calendar)

Schedule management with optional Google Calendar sync.

Features

• Full calendar interface
• Event CRUD operations
• Link events to quotes/jobs

Test Scenarios

TC-CAL-001: Create Calendar Event 1. Navigate to /calendar 2. Click on date 3. Enter event details 4. Save 5. Expected: Event appears on calendar

TC-CAL-002: Link Event to Job 1. Create event for a job 2. Click event 3. Expected: Link to job details available

Public/Email Pages

These pages are accessible without authentication via secure tokens.

Routes

Email Tracking

Test Scenarios

TC-EMAIL-001: Accept Quote via Email 1. Send quote email to client 2. Client clicks "Accept" link 3. Expected: Quote accepted, success page shown 4. Verify: Job and Invoice created

TC-EMAIL-002: Decline Quote via Email 1. Send quote email to client 2. Client clicks "Decline" link 3. Expected: Quote cancelled, thank you page shown

TC-EMAIL-003: View Quote without Auth 1. Get quote view token URL 2. Open in incognito browser 3. Expected: Quote details displayed (read-only)

TC-EMAIL-004: Already Accepted Quote 1. Accept quote 2. Click accept link again 3. Expected: "Already accepted" message, not error

TC-EMAIL-005: Invoice Payment Page 1. Send invoice email 2. Client clicks "Pay" link 3. Expected: Invoice details with payment instructions

Admin Panel

Accessible only to admin users (configured via ADMIN_EMAIL env var).

Routes

Test Scenarios

TC-ADMIN-001: Admin Login 1. Login with admin email 2. Expected: Redirect to admin dashboard (not business dashboard)

TC-ADMIN-002: View All Users 1. Navigate to /admin/users 2. Expected: List of all users across all businesses

TC-ADMIN-003: Disable User 1. Find user in admin panel 2. Click "Disable" 3. Expected: User cannot login

TC-ADMIN-004: View Business Database 1. Navigate to /admin/businesses/<id>/database 2. Expected: Database schema info for that business

TC-ADMIN-005: Check Migration Status 1. Navigate to /admin/database/migrations 2. Expected: Shows applied/pending migrations per schema

API Endpoints

Authentication

# Login (get JWT token)
curl -X POST http://localhost:8080/api/v1/auth/login \ -H "Content-Type: application/json" \ -d '{"email": "first@last.com", "password": "fourfour"}'

Use token in subsequent requests
curl -H "Authorization: Bearer YOUR_TOKEN" http://localhost:8080/api/clients

Core Endpoints

Test Scenarios

TC-API-001: API Authentication 1. POST to /api/v1/auth/login with credentials 2. Expected: JWT token returned 3. Use token in Authorization header 4. Expected: API calls succeed

TC-API-002: Create Client via API 1. POST to /api/clients with client data 2. Expected: 201 Created, client data returned

TC-API-003: Unauthorized Access 1. Call API endpoint without token 2. Expected: 401 Unauthorized

Edge Cases & Error Scenarios

Multi-Tenant Isolation

TC-MT-001: Cross-Business Data Access 1. Login as User A (Business X) 2. Try to access Client from Business Y via direct URL 3. Expected: 404 Not Found or 403 Forbidden

TC-MT-002: Business Switching 1. User belongs to multiple businesses 2. Switch to different business 3. Expected: Only see data from selected business

Quote Acceptance Edge Cases

TC-EDGE-001: Accept Already Accepted Quote 1. Accept a quote 2. Try to accept again (via URL or API) 3. Expected: Error "Quote is not in quoted status"

TC-EDGE-002: Accept Cancelled Quote 1. Cancel a quote 2. Try to accept (via direct POST) 3. Expected: Error, no job/invoice created

TC-EDGE-003: Concurrent Quote Acceptance 1. Open same quote in two browser tabs 2. Click Accept in both simultaneously 3. Expected: One succeeds, one fails gracefully

Deletion Constraints

TC-EDGE-004: Delete Client with Active Quotes 1. Create client with pending quote 2. Try to delete client 3. Expected: Warning shows dependent records

TC-EDGE-005: Delete Quote with Job/Invoice 1. Accept quote (creates job + invoice) 2. Delete quote 3. Expected: Cascade deletes job and invoice too

Form Validation

TC-EDGE-006: Create Client Missing Required Fields 1. Try to create client without first_name 2. Expected: Validation error

TC-EDGE-007: Create Quote with Negative Amount 1. Enter negative amount in quote form 2. Expected: Validation error

TC-EDGE-008: Duplicate Client Email 1. Create client with email 2. Create another with same email 3. Expected: Validation error

Status Workflow Reference

Quote Status Flow

                    ┌─────────────┐
│pending_quote│ (no price) └──────┬──────┘ │ add price ▼ ┌─────────────────────────────────────────┐ │               quoted                     │ │  (ready for acceptance)                  │ └─────────┬─────────────────────┬─────────┘ │ accept              │ cancel ▼                     ▼ ┌──────────┐          ┌───────────┐ │ accepted │          │ cancelled │ └────┬─────┘          └─────┬─────┘ │ archive              │ archive ▼                      ▼ ┌──────────┐          ┌───────────┐ │ archived │          │ archived  │ └──────────┘          └───────────┘

Job Status Flow

┌─────────────┐
│ in_progress │ (created on quote accept) └──────┬──────┘ │ ├─── complete ────▶ ┌───────────┐ │                   │ completed │──▶ archive ──▶ archived │                   └───────────┘ │                          │ │                          │ revert │                          ▼ │                   ┌───────────┐ │                   │in_progress│ │                   └───────────┘ │ ├─── cancel ──────▶ ┌───────────┐ │                   │ cancelled │──▶ archive ──▶ archived │                   └───────────┘ │ └─── on_hold ─────▶ ┌───────────┐ │  on_hold  │ └───────────┘

Invoice Status Flow

┌─────────┐
│  draft  │ (created on quote accept, hidden) └────┬────┘ │ (auto on job complete) ▼ ┌─────────┐ │ pending │ └────┬────┘ │ ├─── mark paid ────▶ ┌──────┐ │                    │ paid │──▶ archive ──▶ archived │                    └──────┘ │                        │ │                        │ revert │                        ▼ │                    ┌─────────┐ │                    │ pending │ │                    └─────────┘ │ └─── cancel ───────▶ ┌───────────┐ │ cancelled │ └───────────┘

Testing Checklist Summary

Core Workflow

• Create client → Create quote → Accept → Complete job → Mark paid
• Enquiry workflow (no price) → Add price → Accept

Authentication

• Login/logout
• Registration → Business setup
• Password reset
• Session handling

CRUD Operations

• Client: Create, Read, Update, Delete
• Quote: Create, Read, Update, Delete, Accept, Archive
• Job: Read, Update, Complete, Archive
• Invoice: Read, Update, Mark Paid, Archive

Business Rules

• Quote acceptance creates job + invoice
• Job completion triggers invoice pending status
• Accepted quotes have locked description/amount
• Delete cascades work correctly

Multi-Tenant

• Data isolation between businesses
• Business switching works correctly
• Cannot access other business data

API

• JWT authentication
• All CRUD endpoints
• Proper error responses

Edge Cases

• Concurrent operations
• Invalid status transitions
• Missing required fields
• Duplicate prevention

Reporting Issues

When reporting bugs, include: 1. Steps to reproduce (exact clicks/actions) 2. Expected result 3. Actual result 4. Screenshots (if UI issue) 5. Browser/device information 6. Request ID (from error page if available) 7. Console errors (if any)