WCW CRM QA Documentation & Testing Framework

Complete QA documentation, permission matrix, and feature checklist for WCW CRM v1.0

📖 Documentation Package

This repository contains comprehensive QA documentation for testing the WCW CRM system before PBAC migration (Target: April 15, 2026).

🎯 Start Here

→ QA Documentation Master Index - Complete guide to all documents

Primary Documents

1. 📋 QA Test Execution Tracker - Daily testing checklist with module forms
2. ✅ Feature Checklist - Complete 17-module feature matrix (45k+)
3. ⚡ Permission Quick Reference - One-page permission matrices
4. 🏗️ System Analysis - System architecture and roles

View Online

🌐 GitHub Pages Live Site

📊 What’s Included

Item	Count	Details
Modules	17	Dashboard, Customers, Contacts, Opportunities, Tasks, Commitments, Calendar, Schedule, Targets, Alerts, Settings, Regions, Groups, User Mgmt, Subscription, Layout, Auth
Roles	4	Admin (Super), Manager (Team), Sales Rep (Own), Inside Rep (Own)
Features	80+	Complete feature matrix with role access control
Edge Cases	150+	Documented test scenarios
Tests	756	Playwright automation tests
Permissions	40+	Current (7 implemented) + Planned (33 for PBAC)

🚀 Quick Start

For QA Testing

1. Open: QA_TEST_EXECUTION_TRACKER.md
2. Choose your role: Admin, Manager, Sales Rep, or Inside Rep
3. Follow the module forms
4. Use PERMISSIONS_QUICK_REFERENCE.md for clarifications
5. Reference ROLE_PERMISSIONS_FEATURE_CHECKLIST.md for edge cases

For Developers

1. Review: SYSTEM_STRUCTURE_ANALYSIS.md
2. Understand: ROLE_PERMISSIONS_FEATURE_CHECKLIST.md (Module 15: User Mgmt)
3. Plan: PBAC migration using permission strings
4. Implement: 40+ permission strings across 17 modules

🚨 Critical Blockers (Must Fix Before Release)

🔴 Calendar Module - Hardcoded mock data (September 2025)
🔴 Subscription - Email verification workflow disabled
🟡 Auth - Token refresh not implemented
🟡 User Management - PBAC permissions not implemented

See QA_TEST_EXECUTION_TRACKER.md for details.

👥 Testing by Role

👨‍💼 Admin (Super Access - System Wide)

• Global settings, user management, regions, groups
• Restricted: Tasks, Schedule, Daily Alerts (by design)
• View Admin Scenarios

👔 Manager (Super Access + Team Scope)

• Team oversight, approval workflows, performance targets
• Restricted: Cannot create users or change own role
• View Manager Scenarios

📱 Sales Rep (Own Data Only)

• Customer, opportunity, task, commitment management
• Restricted: Cannot delete, cannot view team members’ data
• View Sales Rep Scenarios

🏢 Inside Rep (Office Operations)

• Same as Sales Rep with office-based focus
• Restricted: Same access restrictions as Sales Rep
• View Inside Rep Scenarios

✅ Testing Success Criteria

• All 17 modules tested with each of 4 roles
• 756 Playwright tests passing
• All critical blockers resolved
• All edge cases documented
• No unauthorized access found
• Performance < 3s per page load
• PBAC structure validated
• QA team sign-off obtained
• Tech lead review completed

🧪 Automated Testing

# Run all 756 tests
npm run test:playwright

# View results
npx playwright show-report

# Run specific module
npm run test:playwright tests/modules/customers.spec.ts

🗂️ Repository Structure

wcw-qa-documentation/
├── docs/index.md                            # GitHub Pages homepage
├── QA_DOCUMENTATION_INDEX.md               # Master navigation guide
├── ROLE_PERMISSIONS_FEATURE_CHECKLIST.md  # 45k+ 17-module feature matrix
├── PERMISSIONS_QUICK_REFERENCE.md         # One-page permission lookups
├── QA_TEST_EXECUTION_TRACKER.md           # Testing execution forms
├── SYSTEM_STRUCTURE_ANALYSIS.md           # System architecture
├── _config.yml                            # GitHub Pages Jekyll config
├── README.md                              # This file
└── .gitignore

📖 Documentation Overview

Document	Purpose	Details
Master Index	Navigation	How to use all documents, workflows, scenarios
Feature Checklist	Reference	All 17 modules, 80+ features, edge cases
Tracker	Daily Use	Module-by-module test forms and progress
Quick Reference	Lookup	Permission matrices, access rules, field examples
System Analysis	Architecture	Roles, modules, structure, API endpoints

🔗 Links

• 📱 GitHub Pages: nuhk2.github.io/wcw-qa-documentation
• 📦 GitHub Repo: github.com/Nuhk2/wcw-qa-documentation
• ❓ Issues: Report problems
• 💬 Discussions: Ask questions

📋 Document Maintenance

Document	Owner	Frequency
QA_TEST_EXECUTION_TRACKER.md	QA Lead	Daily (during testing)
ROLE_PERMISSIONS_FEATURE_CHECKLIST.md	QA Engineer	Per feature
PERMISSIONS_QUICK_REFERENCE.md	QA Engineer	Per permission change
SYSTEM_STRUCTURE_ANALYSIS.md	Tech Lead	Per sprint
docs/index.md	QA Lead	Per release

🤝 Contributing

To update documentation:

git clone https://github.com/Nuhk2/wcw-qa-documentation.git
cd wcw-qa-documentation

# Make changes to markdown files
# Then commit and push
git add .
git commit -m "Update: [component] - [description]"
git push origin main

GitHub Pages will auto-update within seconds!

📞 Support

I want to…

• Start testing: Open QA_TEST_EXECUTION_TRACKER.md
• Understand permissions: Open PERMISSIONS_QUICK_REFERENCE.md
• Learn all features: Open ROLE_PERMISSIONS_FEATURE_CHECKLIST.md
• Get started: Open QA_DOCUMENTATION_INDEX.md
• Understand system: Open SYSTEM_STRUCTURE_ANALYSIS.md

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Repository: Nuhk2/wcw-qa-documentation
Created: April 8, 2026
Target Completion: April 15, 2026
Status: 🟢 Ready for QA Testing

Made with ❤️ for Quality Assurance