WCW CRM QA Documentation Index

Complete Feature Testing & Permission Framework

Release: v1.0 (PBAC Migration Ready)
Date: April 8, 2026
Status: 🟢 Ready for QA Execution

📚 Documentation Package Contents

This comprehensive QA package includes 4 detailed documents for testing the WCW CRM system before PBAC migration:

1. ROLE_PERMISSIONS_FEATURE_CHECKLIST.md - Primary QA Document

100+ Pages | Detailed Feature Matrix

What it contains:

Complete breakdown of all 17 modules
Features for each module with role-based access
Permission requirements for each operation
Detailed edge cases for testing
Known issues and blockers
Pass/fail criteria for each feature
Test execution recommendations

Use this when:

Planning QA test execution
Writing individual test cases
Validating feature completeness
Documenting known issues
Creating test reports

Structure:

├─ System Roles Overview (4 roles)
├─ 17 Module Details:
│  ├─ Auth Module (1.1-1.4)
│  ├─ Dashboard (2.1-2.3)
│  ├─ Customers (3.1-3.6)
│  ├─ Contacts (4.1-4.4)
│  ├─ Opportunities (5.1-5.4)
│  ├─ Tasks (6.1-6.4)
│  ├─ Commitments (7.1-7.4)
│  ├─ Calendar (8.1-8.2)
│  ├─ Schedule (9.1-9.2)
│  ├─ Targets (10.1-10.2)
│  ├─ Daily Alerts (11.1-11.2)
│  ├─ Global Settings (12.1-12.2)
│  ├─ Regions (13.1-13.2)
│  ├─ Groups (14.1-14.2)
│  ├─ User Management (15.1-15.5)
│  ├─ Subscription (16.1-16.2)
│  └─ Layout (17.1-17.3)
├─ Summary Table by Module
├─ Priority Fixes
├─ Testing Execution Guide
└─ Support Information

Key Metrics:

80+ Features mapped
4 Roles with access control
150+ Edge cases documented
10+ Priority fixes identified
100% PBAC compatible structure

2. PERMISSIONS_QUICK_REFERENCE.md - One-Page Lookup

12 Pages | Visual Permission Matrix

What it contains:

Quick permission matrix for all features
Permission strings (implemented + planned)
One-page module summaries
Access control rules explanations
Cross-role scenario examples
Cascade deletion rules
Field-level permission examples
Test coordinate recommendations

Use this when:

Quick feature permission lookup
Understanding role boundaries
Explaining access to stakeholders
Writing API permission validations
Designing PBAC implementation

Key sections:

✅ Permission Matrix (all features × 4 roles)
✅ Feature availability by role (breakdown)
✅ Permission strings (40+ total)
✅ Access control rules
✅ Cascade deletion workflows
✅ Field-level examples
✅ Cross-functional patterns
✅ Testing coordinates

Quick Stats:

15+ permission matrices
40+ permission strings
4 role profiles
8+ access control rules
6 field-level examples

3. QA_TEST_EXECUTION_TRACKER.md - Testing Checklist

25 Pages | Module-by-Module Tracker

What it contains:

Test execution checklist for each module
Role-based testing matrix
Edge case tracking
Issue identification form
Critical blockers dashboard
Progress metrics
Sign-off documentation
Role-based completion tracking

Use this when:

Executing daily test runs
Tracking test progress
Documenting issues found
Creating test reports
Sign-off validation

Structure:

├─ Credential setup section
├─ 17 Module test tracking forms:
│  ├─ Feature test matrix
│  ├─ Edge cases checklist
│  ├─ Issues documentation
│  ├─ Sign-off section
│  └─ Test notes area
├─ Cross-module integration tests
├─ Critical blockers summary
├─ Role-based completion tracking
├─ Progress metrics dashboard
└─ Sign-off checklist

Important Information:

Ready for 4 QA engineers (one per role)
17 separate module tracker sections
Integration test section
Critical blocker tracking with priority
Weekly progress metrics
Final sign-off pages

4. SYSTEM_STRUCTURE_ANALYSIS.md - Reference (from subagent)

5 Pages | Codebase Architecture

What it contains:

Complete system structure analysis
Role definitions and hierarchy
Module architecture overview
API endpoints documented
Permission enforcement locations
Gaps in current implementation
PBAC readiness assessment

Use this when:

Understanding system architecture
Debugging permission issues
Planning PBAC implementation
Understanding API contracts
Validating permission framework

🎯 HOW TO USE THESE DOCUMENTS

Quick Start (5 minutes)

Read: PERMISSIONS_QUICK_REFERENCE.md (pages 1-3)
Understand: The 4 roles and their access levels
Reference: Permission matrix for quick lookups

Full Test Planning (30 minutes)

Study: ROLE_PERMISSIONS_FEATURE_CHECKLIST.md (Module 1-3)
Review: Critical issues section
Map: Your testing responsibilities

Daily QA Execution (ongoing)

Use: QA_TEST_EXECUTION_TRACKER.md
Check: PERMISSIONS_QUICK_REFERENCE.md for clarifications
Reference: ROLE_PERMISSIONS_FEATURE_CHECKLIST.md for edge cases
Report: Issues back to tracker form

Pre-Release Validation (2 hours)

Verify: All modules in tracker show ✅
Confirm: All critical blockers resolved
Check: PBAC implementation complete
Sign: Sign-off section in tracker

📊 TESTING RESPONSIBILITY MATRIX

Recommended QA Team Allocation

QA Engineer #1 - Role: ADMIN
├─ Test modules: 1,2,3,5,10,12,13,14,15
├─ Verify: Full access, global settings management
├─ Focus: Restricted features (Tasks, Schedule, Alerts)
└─ Document: Can-do vs cannot-do patterns

QA Engineer #2 - Role: MANAGER  
├─ Test modules: 1,2,3,4,5,6,7,8,9,11
├─ Verify: Team scoping, team member access
├─ Focus: Cascade restrictions, team data
└─ Document: Team boundaries, data visibility

QA Engineer #3 - Role: SALES REP
├─ Test modules: 1,2,3,4,5,6,7,8,9,11
├─ Verify: Own-data-only access
├─ Focus: Cross-rep restrictions, data isolation
└─ Document: Access denials, permission edge cases

QA Engineer #4 - Role: INSIDE REP
├─ Test modules: 1,2,3,4,5,6,7,9,11
├─ Verify: Office-based operations
├─ Focus: Variations from Sales Rep
└─ Document: Role-specific differences

QA Lead
├─ Coordinate: Cross-module integration tests
├─ Prioritize: Critical blocker fixes
├─ Aggregate: All test results
└─ Validate: Sign-off checklist

🔄 SUGGESTED TEST EXECUTION FLOW

Phase 1: Setup (Day 1, 2 hours)

1. Create test accounts (4 roles)
   └─ Use tracker: QA_TEST_EXECUTION_TRACKER.md → Section: Test Credential Setup

2. Verify login works
   └─ Reference: ROLE_PERMISSIONS_FEATURE_CHECKLIST.md → Module 1 (Auth)

3. Verify each role dashboard access
   └─ Reference: PERMISSIONS_QUICK_REFERENCE.md → Dashboard & Navigation

4. Document any blockers
   └─ Use: QA_TEST_EXECUTION_TRACKER.md → Module 2 form

Phase 2: Module Testing (Days 2-5, 4 hours/day)

For each module:
1. Assign to primary QA engineer
2. Open ROLE_PERMISSIONS_FEATURE_CHECKLIST.md for that module
3. Open QA_TEST_EXECUTION_TRACKER.md for that module
4. Execute test checklist with all 4 roles:
   ├─ Run each feature test
   ├─ Execute edge cases
   ├─ Document issues in tracker form
   └─ Mark pass/fail in matrix
5. Reference PERMISSIONS_QUICK_REFERENCE.md for permission questions

Phase 3: Integration Testing (Days 3-5, 2 hours/session)

Use tracker: QA_TEST_EXECUTION_TRACKER.md → Cross-Module Integration Tests
Reference: ROLE_PERMISSIONS_FEATURE_CHECKLIST.md → Testing Execution Guide
Test complex workflows across modules
Document with expected vs actual results

Phase 4: Validation (Day 6, 4 hours)

1. Run full Playwright suite:
   └─ npm run test:playwright (756 tests)

2. Compare results vs manual testing
   └─ Reference: PERMISSIONS_QUICK_REFERENCE.md → Permission matrix

3. Verify all critical blockers resolved:
   └─ Use: QA_TEST_EXECUTION_TRACKER.md → Critical Blockers Summary

4. Executive sign-off:
   └─ Complete: QA_TEST_EXECUTION_TRACKER.md → Sign-off Checklist

🎓 TESTING SCENARIOS BY USER JOURNEY

Scenario 1: Sales Rep Daily Workflow

Test using: ROLE_PERMISSIONS_FEATURE_CHECKLIST.md | TRACKER (Sales Rep column)

Sales Rep Jim's Day:
1. Login via auth module
   └─ Validate: Login form works, credentials accepted
   └─ Test: Session persists on refresh

2. View dashboard (own region only)
   └─ Validate: Filters show only own region
   └─ Test: Cannot see other regions even if available

3. Create new customer
   └─ Validate: Can create, assigned to self
   └─ Test: Email validation, duplicate detection

4. Add contact to customer
   └─ Validate: Can add, cannot delete
   └─ Test: Duplicate email per customer prevented

5. Create opportunity
   └─ Validate: Can create and edit, cannot delete
   └─ Test: Probability validation, amount validation

6. View own tasks/commitments
   └─ Validate: See only own
   └─ Test: Cannot see manager's tasks

7. View/manage own alerts
   └─ Validate: Can dismiss, snooze, resolve
   └─ Test: Alert count updates

Edge Cases: Try accessing manager's customer, delete own customer (should fail),
edit prospect probability to 150% (should reject)

Scenario 2: Manager Weekly Oversight

Test using: ROLE_PERMISSIONS_FEATURE_CHECKLIST.md | TRACKER (Manager column)

Manager Lisa's Week:
1. View team dashboard data
   └─ Validate: See all team members' regions
   └─ Test: Cannot modify other regions

2. Create task for team member Jim
   └─ Validate: Can assign ownership, type selection
   └─ Test: Jim receives notification

3. Review team's opportunities
   └─ Validate: See all team opps
   └─ Test: Can edit team opps, cannot delete

4. View team member performance targets
   └─ Validate: Can set targets
   └─ Test: Team member sees assigned target

5. Edit team settings
   └─ Validate: Can modify team-level settings
   └─ Test: Cannot modify global settings

6. User management for team
   └─ Validate: Can view team, cannot create users
   └─ Test: Cannot deactivate team members

Edge Cases: Try changing own role, delete team member's customer,
edit global settings (should be restricted)

Scenario 3: Admin System Management

Test using: ROLE_PERMISSIONS_FEATURE_CHECKLIST.md | TRACKER (Admin column)

Admin Charlie's System Maintenance:
1. View system-wide dashboard
   └─ Validate: See all regions, all reps
   └─ Test: No filtering applied

2. User management
   └─ Validate: Create, edit, deactivate any user
   └─ Test: Cannot delete own account

3. Global settings
   └─ Validate: Can change all system settings
   └─ Test: Changes apply immediately

4. Permission management (PBAC prep)
   └─ Validate: Framework ready, not fully implemented
   └─ Test: Document expected behavior

5. Region & group management
   └─ Validate: Can create, edit, delete
   └─ Test: Reassign data before delete

6. Audit trail review
   └─ Validate: See all system changes
   └─ Test: Cannot modify audit log

Restrictions to Verify: Cannot view Tasks, Schedule, or Daily Alerts
(by design - confirm this is intentional)

🐛 CRITICAL BLOCKERS NEEDING FIXES

Before marking QA complete, these MUST be resolved:

1. Calendar Module - Mock Data Issue 🔴 CRITICAL

Severity: BLOCKING
Current State: Hardcoded September 2025 data only
Expected: Show current month with backend data

To Test:

Open calendar module
Verify month/year displayed (should be current)
Verify meetings show current/real data
Verify API is being called (check network tab)

Document in Tracker: QA_TEST_EXECUTION_TRACKER.md → Module 8 (Calendar)

2. Subscription - Email Verification Disabled 🔴 CRITICAL

Severity: BLOCKING
Current State: Email verification workflow incomplete
Expected: New users can verify email, access system

To Test:

Attempt to verify email (check if available)
Verify verification email sent
Test verification link (valid & expired)
Test resend verification button

Document in Tracker: QA_TEST_EXECUTION_TRACKER.md → Module 16 (Subscription)

3. Authentication - Token Management 🟡 HIGH

Severity: HIGH (Session Management)
Current State: No token refresh or invalidation
Expected: Auto-refresh on expiration, 401 redirect to login

To Test:

Wait for token to expire
Verify auto-refresh triggers (if implemented)
Verify invalid token redirects to login
Test logout revokes token (backend)

Document in Tracker: QA_TEST_EXECUTION_TRACKER.md → Module 1 (Auth)

4. User Management - PBAC Not Implemented 🟡 HIGH

Severity: HIGH (Pre-migration prep)
Current State: Framework ready, permission assignment not working
Expected: Admin/Manager can grant/revoke permissions to users

To Test:

Attempt to manage user permissions (should fail or show framework)
Document current UI/UX for permissions
Verify permission framework structure correct
Test prepared for PBAC implementation

Document in Tracker: QA_TEST_EXECUTION_TRACKER.md → Module 15 (User Management)

📈 SUCCESS CRITERIA FOR QA SIGN-OFF

All of These Must Be True:

✅ All 17 modules tested with each of 4 roles
✅ 756 Playwright tests passing (regression)
✅ All critical blockers resolved (4 items above)
✅ All edge cases documented (150+ scenarios)
✅ No unauthorized access found (security validated)
✅ Performance acceptable (< 3s per page)
✅ PBAC structure verified (ready for implementation)
✅ All test results documented in QA_TEST_EXECUTION_TRACKER.md
✅ QA team sign-off obtained
✅ Tech lead review completed

QA Report Deliverables:

✅ Completed QA_TEST_EXECUTION_TRACKER.md with all modules
✅ List of issues found with priority & owner
✅ Proof of all 756 Playwright tests passing
✅ PBAC implementation checklist status
✅ Sign-off documentation completed

🔧 USING THE PLAYWRIGHT AUTOMATION

756 automated tests already written and configured

Run All Tests:

cd /Applications/XAMPP/xamppfiles/htdocs/wcw-frontend
npm run test:playwright

Run Specific Module Tests:

npm run test:playwright tests/modules/authentication.spec.ts
npm run test:playwright tests/modules/customers.spec.ts
npm run test:playwright tests/modules/calendar.spec.ts
# etc...

View HTML Report:

npx playwright show-report

Run with Debug UI:

npm run test:playwright:ui

Integration with QA Tracker:

Run: npm run test:playwright (756 tests)
Check: All tests passing? Update tracker: ✅
Check: Some tests failing? Document in tracker: ⚠️
Reference: ROLE_PERMISSIONS_FEATURE_CHECKLIST.md for manual edge cases not covered by automation

📞 SUPPORT & QUESTIONS

If you find a feature not working:

Check: ROLE_PERMISSIONS_FEATURE_CHECKLIST.md (list of known issues)
Verify: Is it marked as “Not Implemented”? → Expected
Test: Does Playwright test cover it? → Check test output
Document: Add to QA_TEST_EXECUTION_TRACKER.md → Critical Blockers
Escalate: If blocking, add to sign-off review

If you’re unsure about permissions:

Quick lookup: PERMISSIONS_QUICK_REFERENCE.md (matrices)
Detailed explanation: ROLE_PERMISSIONS_FEATURE_CHECKLIST.md (feature sections)
Test it: Use QA credentials to verify
Document: Note findings in tracker

If you find a security issue:

Report: To security team immediately
Test: Does Playwright catch it ? Review test_error_context
Document: Current behavior vs expected behavior
Escalate: Block release until fixed

📋 DOCUMENT USAGE QUICK REFERENCE

Question	Use This Document	Section
What can each role do?	PERMISSIONS_QUICK_REFERENCE.md	Permission Matrix
What’s the edge case for feature X?	ROLE_PERMISSIONS_FEATURE_CHECKLIST.md	Module section
How do I test module Y?	QA_TEST_EXECUTION_TRACKER.md	Module form
What are the critical issues?	QA_TEST_EXECUTION_TRACKER.md	Blockers Summary
How are permissions enforced?	PERMISSIONS_QUICK_REFERENCE.md	Access Rules
Where are API endpoints?	SYSTEM_STRUCTURE_ANALYSIS.md	APIs section
What’s the architecture?	SYSTEM_STRUCTURE_ANALYSIS.md	Structure section
How do I sign off QA?	QA_TEST_EXECUTION_TRACKER.md	Sign-off section

✅ FINAL CHECKLIST BEFORE STARTING

Documentation Package Complete
Ready for QA Execution
Expected Duration: 5-7 business days
Target Completion: April 15, 2026

For Questions: Refer to this index first!