WCW CRM - QA Test Execution Tracker

Feature Verification & Status Dashboard

Start Date: April 8, 2026
Deadline: April 15, 2026 (Before PBAC Migration)
Test Lead: ______
**Last Updated:** ______

📊 OVERALL COMPLETION STATUS

TOTAL FEATURES TO TEST: 80+
FEATURES PASSING: _____ / 80 (__%)
FEATURES WITH ISSUES: _____ / 80 (__%)
FEATURES NOT IMPLEMENTED: _____ / 80 (__%)
BLOCKING ISSUES: _____ (must fix before release)

🔑 TEST CREDENTIAL SETUP

Before starting, verify login works:

Email: sales@rep.com
Password: password
Backend: https://wcwstagingapi.nerdflow.cloud
Frontend: http://localhost:5173

QA Credentials (Create for Testing):

Admin test user: _________
Manager test user: _________
Sales Rep test user: _________
Inside Rep test user: _________

1️⃣ AUTHENTICATION MODULE - Test Tracking

Target Status: 🟡 Partial → 🟢 Working
Owner: ______
**Start Date:** ______

Feature	Admin Test	Manager Test	Sales Rep Test	Inside Rep Test	Status	Issues Found
Login	☐	☐	☐	☐	🟢	None
Session Mgmt	☐	☐	☐	☐	🔴	Token refresh missing
Logout	☐	☐	☐	☐	🟠	Backend revoke needed
Permissions	☐	☐	☐	☐	🔴	PBAC framework only

Test Notes:

All login forms visible
Token stored correctly
Session persists on refresh
Logout clears data
Edge cases tested (long input, special chars)

Blocking Issues:

Sign-off: ______ Date: ____

2️⃣ DASHBOARD MODULE - Test Tracking

Target Status: 🟢 Working
Owner: ______
**Start Date:** ______

Feature	Admin Test	Manager Test	Sales Rep Test	Inside Rep Test	Status	Issues Found
View Dashboard	☐	☐	☐	☐	🟢	None
Filters	☐	☐	☐	☐	✅	Working
Refresh	☐	☐	☐	☐	✅	Working

Test Notes:

Blocking Issues: None

Sign-off: ______ Date: ____

3️⃣ CUSTOMERS MODULE - Test Tracking

Target Status: 🟢 Working
Owner: ______
**Start Date:** ______

Feature	Admin Test	Manager Test	Sales Rep Test	Inside Rep Test	Status	Issues Found
View List	☐	☐	☐	☐	🟢	None
Create	☐	☐	☐	☐	🟢	None
View Detail	☐	☐	☐	☐	🟢	None
Edit	☐	☐	☐	☐	🟠	Access control incomplete
Delete	☐	☐	☐	☐	🟠	Sales Rep cannot delete
Search	☐	☐	☐	☐	🟢	None

Edge Cases Tested:

Special characters in name (@ # $ %)
Very long company name (500+ chars)
Duplicate email detection
International phone numbers
Pagination with 10,000+ records
Rapid create/delete cycles
Search with no results

Blocking Issues:

Sign-off: ______ Date: ____

4️⃣ CONTACTS MODULE - Test Tracking

Target Status: 🟢 Working
Owner: ______
**Start Date:** ______

Feature	Admin Test	Manager Test	Sales Rep Test	Inside Rep Test	Status	Issues Found
View List	☐	☐	☐	☐	🟢	None
Create	☐	☐	☐	☐	🟢	None
Edit	☐	☐	☐	☐	🟢	None
Delete	☐	☐	☐	☐	🟠	Access restricted

Test Notes:

Contact without email works
Contact without phone works
Duplicate email per customer rejected
Primary contact enforced
Deleted customer contacts handled

Blocking Issues: None

Sign-off: ______ Date: ____

5️⃣ OPPORTUNITIES MODULE - Test Tracking

Target Status: 🟡 Partial → 🟢 Working
Owner: ______
**Start Date:** ______

Feature	Admin Test	Manager Test	Sales Rep Test	Inside Rep Test	Status	Issues Found
View List	☐	☐	☐	☐	🟢	None
Pipeline View	☐	☐	☐	☐	🟡	Drag-drop issues
Create	☐	☐	☐	☐	🟢	None
Edit	☐	☐	☐	☐	🟠	Some fields locked
Won/Lost	☐	☐	☐	☐	🟠	Reason tracking
Delete	☐	☐	☐	☐	🟠	Manager only

Edge Cases Tested:

Blocking Issues:

Sign-off: ______ Date: ____

6️⃣ TASKS MODULE - Test Tracking

Target Status: 🟡 Partial
Owner: ______
**Start Date:** ______

Feature	Admin Test	Manager Test	Sales Rep Test	Inside Rep Test	Status	Issues Found
View Tasks	❌	☐	☐	☐	🟠	Admin restricted
Create	❌	☐	☐	☐	🟠	Admin restricted
Edit	❌	☐	☐	☐	🟠	Admin restricted
Complete	❌	☐	☐	☐	🟠	Admin restricted
Delete	❌	☐	☐	☐	🟠	Manager only

Test Notes:

Admin truly cannot access (confirm by policy)
Manager sees team tasks
Sales Rep sees own only
Verify overdue handling
Completed task archival

Design Confirmations:

Confirmed: Admin restriction is by design
Documented: Reason for restriction
Manager override works

Blocking Issues: None (by design)

Sign-off: ______ Date: ____

7️⃣ COMMITMENTS MODULE - Test Tracking

Target Status: 🟢 Working
Owner: ______
**Start Date:** ______

Feature	Admin Test	Manager Test	Sales Rep Test	Inside Rep Test	Status	Issues Found
View List	☐	☐	☐	☐	🟢	None
Create	☐	☐	☐	☐	🟢	None
Edit	☐	☐	☐	☐	🟢	None
Complete	☐	☐	☐	☐	🟢	None
Filter	☐	☐	☐	☐	🟢	None

Test Notes:

Blocking Issues: None

Sign-off: ______ Date: ____

8️⃣ CALENDAR MODULE - Test Tracking

Target Status: 🔴 Issue → 🟢 Working (Priority Fix!)
Owner: ______
**Start Date:** ______
BLOCKING ISSUE: Using mock data (hardcoded Sept 2025)

Feature	Test Result	Status	Notes
Calendar displays	☐ FAIL	🔴 Mock	Shows sept 2025 only
Navigate months	☐ FAIL	🔴 Mock	Locked to sept
Create meeting	☐ FAIL	🔴 Not impl	No backend call
View meetings	☐ FAIL	🔴 Mock	Mock data only
Mobile view	☐ FAIL	🔴 Issue	Separate component?

Blocker Details:

Problem: Calendar API not being called
Evidence: Only hardcoded Sept 2025 data shown
Impact: Cannot test real meeting functionality
Fix Required: 
1. Debug why API not called
2. Switch to backend data
3. Test all functionality
4. Verify mobile component consistent

Action Items:

Blocking Issues:

Calendar API not called - CRITICAL
Mobile calendar may be separate component - INVESTIGATE

Sign-off: ______ Date: ____

9️⃣ SCHEDULE MODULE - Test Tracking

Target Status: 🟡 Partial
Owner: ______
**Start Date:** ______

Feature	Admin Test	Manager Test	Sales Rep Test	Inside Rep Test	Status	Issues Found
View Schedule	❌	☐	☐	☐	🟠	Admin restricted
Weekly View	❌	☐	☐	☐	🟠	Admin restricted
Create Entry	❌	☐	☐	☐	🟠	Admin restricted
View Team	❌	☐	❌	❌	🟠	Manager only

Test Notes:

Blocking Issues: None (by design)

Sign-off: ______ Date: ____

🔟 TARGETS MODULE - Test Tracking

Target Status: 🟢 Mostly Working
Owner: ______
**Start Date:** ______

Feature	Admin Test	Manager Test	Sales Rep Test	Inside Rep Test	Status	Issues Found
View Targets	☐	☐	☐	☐	🟢	None
Create	☐	☐	❌	❌	🟢	Access correct
Edit	☐	☐	❌	❌	🟢	Access correct
Progress Tracking	☐	☐	☐	☐	🟡	Updates delayed?

Edge Cases Tested:

Target = $0
Over target (200% achieved)
Historical targets
Period overlap handling

Blocking Issues: None

Sign-off: ______ Date: ____

1️⃣1️⃣ DAILY ALERTS MODULE - Test Tracking

Target Status: 🟢 Working
Owner: ______
**Start Date:** ______

Feature	Admin Test	Manager Test	Sales Rep Test	Inside Rep Test	Status	Issues Found
View Alerts	❌	☐	☐	☐	🟠	Admin restricted
Categories	☐	☐	☐	☐	🟢	None
Dismiss	☐	☐	☐	☐	🟢	None
Snooze	☐	☐	☐	☐	🟢	None
Badge Count	☐	☐	☐	☐	🟢	None

Test Notes:

Blocking Issues: None

Sign-off: ______ Date: ____

1️⃣2️⃣ GLOBAL SETTINGS MODULE - Test Tracking

Target Status: 🟠 Partial
Owner: ______
**Start Date:** ______

Feature	Admin Test	Manager Test	Sales Rep Test	Inside Rep Test	Status	Issues Found
View Settings	☐	☐	❌	❌	🟠	Access limited
Edit Settings	☐	☐	❌	❌	🟠	Access limited
Team Settings	❌	☐	❌	❌	🟠	Manager scope

Test Notes:

Blocking Issues:

Sign-off: ______ Date: ____

1️⃣3️⃣ REGIONS MODULE - Test Tracking

Target Status: 🟠 Partial
Owner: ______
**Start Date:** ______

Feature	Admin Test	Manager Test	Sales Rep Test	Inside Rep Test	Status	Issues Found
View Regions	☐	☐	☐	☐	🟡	Scoped correctly
Manage Regions	☐	☐	❌	❌	🟠	Manager limited
Assign Members	☐	☐	❌	❌	🟠	Manager limited

Test Notes:

All data filtered by region
Manager can only modify own regions
Cross-region data hidden appropriately
Team member count accurate

Blocking Issues: None

Sign-off: ______ Date: ____

1️⃣4️⃣ GROUPS MODULE - Test Tracking

Target Status: 🟠 Partial
Owner: ______
**Start Date:** ______

Feature	Admin Test	Manager Test	Sales Rep Test	Inside Rep Test	Status	Issues Found
View Groups	☐	☐	❌	❌	🟠	Manager access
Create Groups	☐	☐	❌	❌	🟠	Manager limited
Add Members	☐	☐	❌	❌	🟠	Manager limited
Delete Group	☐	☐	❌	❌	🟠	Manager limited

Edge Cases Tested:

Delete group with 1000+ members
Concurrent member add/remove
Group with 0 members

Blocking Issues:

Sign-off: ______ Date: ____

1️⃣5️⃣ USER MANAGEMENT MODULE - Test Tracking

Target Status: 🟠 Partial → 🔴 Full PBAC (Planned)
Owner: ______
**Start Date:** ______

Feature	Admin Test	Manager Test	Sales Rep Test	Inside Rep Test	Status	Issues Found
View Users	☐	☐	❌	❌	🟠	Manager scoped
Create User	☐	❌	❌	❌	🟠	Admin only
Edit User	☐	☐	❌	❌	🟠	Manager limited
Deactivate	☐	❌	❌	❌	🟠	Admin only
Permissions	❌	❌	❌	❌	🔴	Not implemented

Edge Cases Tested:

Blocking Issues:

Permission management not implemented - PBAC prep

Sign-off: ______ Date: ____

1️⃣6️⃣ SUBSCRIPTION MODULE - Test Tracking

Target Status: 🟠 Issue → 🟢 Working (Priority Fix)
Owner: ______
**Start Date:** ______
BLOCKING ISSUE: Email verification disabled

Feature	Test Result	Status	Notes
View Status	☐	🟡	Partial data
Email Verify	☐ FAIL	🔴	Disabled
Change Plan	☐	🟠	Limited testing
Cancel	☐	🟠	Not tested

Blocker Details:

Problem: Subscription verification flow incomplete
Evidence: Email verification disabled in code
Impact: New users cannot verify accounts
Fix Required:
1. Re-enable email verification
2. Test verification flow
3. Test expired verification links
4. Test plan changes

Action Items:

Blocking Issues:

Email verification workflow disabled - CRITICAL

Sign-off: ______ Date: ____

1️⃣7️⃣ LAYOUT MODULE - Test Tracking

Target Status: 🟢 Working
Owner: ______
**Start Date:** ______

Feature	Test Result	Status	Notes
Navigation Menu	☐	🟢	Working
Role-based Menu	☐	🟢	Filtering works
Header	☐	🟢	All elements
Breadcrumbs	☐	🟢	Navigation works
Desktop (1920px)	☐	🟢	None
Tablet (768px)	☐	🟢	Responsive
Mobile (375px)	☐	🟢	Touch-friendly
Ultra-wide (3840px)	☐	🟠	Edge case

Test Notes:

All menu items visible for each role
No unauthorized menu items shown
Responsive design works all sizes
No horizontal scroll on any size
Touch targets >= 44px (mobile)

Blocking Issues: None

Sign-off: ______ Date: ____

📋 CROSS-MODULE INTEGRATION TESTS

Owner: ______
**Start Date:** ______

Test Case	Status	Notes
Create Customer → Add Contact → Create Opp	☐	Full workflow
Create Task → Complete → Update Commitment	☐	Task flow
Switch Regions → Data filters correctly	☐	Region change
Reassign Customer → Old rep loses access	☐	Ownership change
Cascade delete Customer → Contacts deleted	☐	Data cascade
Manager assign Task → Team member notified	☐	Notification
Admin grant Permission → User access updates	☐	PBAC preparation
Concurrent edits same record → Conflict	☐	Concurrency

Blocking Issues:

Sign-off: ______ Date: ____

🚨 CRITICAL BLOCKERS SUMMARY

Blocker #	Module	Issue	Severity	Fix ETA	Owner
1	Calendar	API not called, hardcoded Sept 2025	CRITICAL	4/10	_____
2	Subscription	Email verification disabled	CRITICAL	4/10	_____
3	Auth	Token refresh not implemented	HIGH	4/12	_____
4	User Mgmt	PBAC permissions not implemented	HIGH	4/15	_____
5
6

👥 ROLE-BASED TESTING COMPLETION

Admin Testing

Login/Logout works
Access to all modules verified
Cannot perform restricted actions (Tasks, Schedule)
Can delete/deactivate users
Can edit global settings
Status: ___% Complete Date: ____

Manager Testing

Team data scoping works
Cannot access other team data
Can assign tasks to team
Can view team user performance
Cannot create new users
Status: ___% Complete Date: ____

Sales Rep Testing

Own data only access works
Cannot see manager’s data
Can create/edit own records
Cannot delete records
Regional filtering works
Status: ___% Complete Date: ____

Inside Rep Testing

Same as Sales Rep
Office-based filtering works
Order processing accessible
No field access
Status: ___% Complete Date: ____

📈 PROGRESS METRICS

Week of 4/8-4/12:
├─ Modules Started: ___ / 17
├─ Modules 50% Complete: ___ / 17
├─ Modules 100% Complete: ___ / 17
└─ Critical Blockers Fixed: ___ / 4

Week of 4/12-4/15:
├─ PBAC Implementation: __% 
├─ All Edge Cases Tested: Yes / No
├─ Regression Tests Pass: __% (756 tests)
└─ Production Ready: Yes / No

✅ SIGN-OFF CHECKLIST

Before marking QA complete:

QA Manager Sign-off:

Printed Name: _________
Signature: _________
Date: _________

Tech Lead Review:

Printed Name: _________
Signature: _________
Date: _________

Report Generated: April 8, 2026
System: WCW CRM v1.0
Framework: Playwright 1.40+
Test Environment: Staging (wcwstagingapi.nerdflow.cloud)