Back to Dashboard

Internal UAT Center

/// LAUNCH_READINESS · ROLE_MATRIX · SCENARIO_RUNBOOK
Build: checking current deployment...
Open Settings
Loading...
This page summarizes what the team can test right now and what still needs configuration.
—
Checking backend status...
Launch Readiness
Checking...
Auth Model
—
Supabase login + shared capability model
Backend
—
Local UAT backend health
Schema
—
Core tables deployed in Supabase
Quotation Operations Clients Sender Profiles
UAT Command Summary
Checking...
Current UAT Stage
Checking live rollout posture...
The system is assembling the next recommended action for the team.
Public Base URL
—
Current app origin for shared testing
Open Actions
—
Live queues from dashboard action center
Recent Activity
—
Visible recent events across modules
Priority Queues
Loading priority queues... The command center is pulling live queue pressure from the backend.
Controlled Test Sale Loop
Create safe UAT client + request records, then drive them through sales, operations, finance, and CRM.
Create Controlled Test Sale
Launch Guidance
Use this builder for safe UAT cycles The system will create a clearly marked client and request pair for testing. After that, the team should continue through Quotation, Operations, Finance, and CRM using the normal live workflow.
Open Sales Queue Open Operations Queue Open Finance Queue Open CRM Follow-Up
Recent Controlled Test Sales
Loading controlled test sales... The UAT center is assembling the latest marked test cycles and their current stage.
Academy Launch Gate
Checking Academy readiness...
Readiness
—
The UAT center is checking the Academy progress of the current tester.
Required Modules
—
Waiting for the Academy progress summary.
Certification
—
Manager review state will appear here.
Current Tester Guidance
Loading Academy guidance... The UAT center is preparing the next recommended learning step for this tester.
Team UAT Readiness
Admin / HR / CRM view Team readiness becomes visible here for reviewers and launch owners.
Open Academy Open Next Focus Module
Guided UAT Runbook
Preparing the role-based testing route...
Loading runbook... The UAT center is assembling the next guided steps for this tester.
Pre-Flight Checklist
1. Confirm login works for the assigned employee Use the staff email already created in Supabase Auth. If the employee can open index.html after login, the account is live.
2. Confirm the role badge shows the expected domains Shared users should see badges like Operations / Sales. Pure operations users should see only Operations.
3. Activate sender profiles only when ready Emails to clients and agents will use the assigned sales manager profile. Until SMTP credentials are saved in Settings, external delivery stays in fallback / safe mode.
4. Use the same browser session per tester Do not mix multiple employees in the same session during UAT. Log out between users to avoid confusing ownership and cached tokens.
Role Matrix
Persona Expected Access Primary Test Pages
Shared Sales / Operations Quotation + Operations + Settings self-service quotation.html, operations.html, settings.html
Operations Only Operations + Settings self-service, blocked from Sales screens operations.html, settings.html
Admin / HR Directory control, reassignment, shared queue visibility settings.html, quotation.html
Core UAT Scenarios
Scenario A: Shared Sales / Operations login Login with a shared user. Open quotation.html and operations.html. Expected result: both pages load, the role badge shows two domains, and there is no access error banner.
Scenario B: Operations-only protection Login with an operations-only user. Open quotation.html. Expected result: the page stays blocked with a clear message, while operations.html and settings.html remain available.
Scenario C: Request to quotation flow From quotation.html, claim a request, edit it, create a quotation, then move it to Booked. Expected result: a shipment file is created automatically and appears in Operations.
Scenario D: Operations handoff Open operations.html, take an unassigned shipment, edit core fields, save, then release it. Expected result: operation_manager_id changes correctly and the record stays visible in the proper queue.
Scenario E: Sender profile self-service Open settings.html under the logged-in employee. Expected result: the employee can view and edit only their own sender profile unless the user is Admin / HR.
Known Limitations
Real outbound delivery is not fully activated yet Quotation and agent-email flows are implemented, but real mailbox delivery still depends on configured SMTP credentials in Settings or a global fallback mailbox.
Google parity is still incomplete Core flow is live enough for internal testing, but CRM parity, document generation, finance parity, and some Google-era automations are still pending.
Use UAT with controlled records During the first internal rounds, use test clients / requests rather than business-critical live records until the team confirms the expected behaviour.