# UAT Playbook
## 1. Overview
GroomBook is an open-source, self-hostable pet grooming business management & CRM platform. The monorepo contains the Hono API (`apps/api`), React PWA web app (`apps/web`), E2E tests (`apps/e2e`), and shared packages (`packages/db`, `packages/types`). Tech stack: Hono + React 19 + Vite + PostgreSQL + Drizzle ORM + Authentik OIDC.
## 2. Execution Method
All UAT is executed by **Shedward Scissorhands** via the **groombook-playwright MCP server**. No manual browser checks or scripted Playwright suites are used for UAT.
### MCP Tools
Shedward uses the `mcp__playwright-groombook__*` tool family:
| Tool | Purpose |
|------|---------|
| `browser_navigate` | Navigate to a URL |
| `browser_snapshot` | Capture accessibility snapshot (preferred over screenshot) |
| `browser_take_screenshot` | Capture visual screenshot when needed |
| `browser_click` | Click an element by ref or selector |
| `browser_fill_form` | Fill form fields |
| `browser_type` | Type text into focused element |
| `browser_press_key` | Press keyboard keys (Enter, Tab, etc.) |
| `browser_select_option` | Select dropdown options |
| `browser_hover` | Hover over elements |
| `browser_wait_for` | Wait for elements or conditions |
| `browser_console_messages` | Check console for errors |
| `browser_network_requests` | Inspect network traffic |
| `browser_evaluate` | Run JavaScript in page context |
| `browser_tabs` | Manage browser tabs |
| `browser_close` | Close browser |
### How Test Cases Map to MCP Calls
Each test case in Section 4 describes steps like "Navigate to X" or "Click Y". Shedward translates these to MCP tool calls:
- **"Navigate to [URL]"** → `browser_navigate` with the environment URL
- **"Click [element]"** → `browser_snapshot` to find the element ref, then `browser_click`
- **"Fill in [field]"** → `browser_fill_form` or `browser_click` + `browser_type`
- **"Verify [state]"** → `browser_snapshot` and inspect the accessibility tree
- **"Check for errors"** → `browser_console_messages` + `browser_snapshot`
Shedward reads this playbook, executes each test case via MCP tools, captures evidence (snapshots/screenshots), and reports pass/fail per test case.
### Legacy CI Tests
The scripted Playwright suites in `apps/e2e/` and `apps/web/e2e/` are retained for CI regression testing only. They are **not** the primary UAT mechanism. UAT is exclusively MCP-driven by Shedward.
## 3. Environments
| Environment | URL | Notes |
|-------------|-----|-------|
| Dev | `https://dev.groombook.dev` | Development environment for active development |
| UAT | `https://uat.groombook.dev` | User Acceptance Testing environment |
| Production | `https://demo.groombook.dev` | Production/demo environment |
**Local Development:** Run `docker compose up --build` at repository root. Web app available at `localhost:8080`, API at `localhost:3000`.
## 4. Pre-conditions
- UAT environment is accessible at `https://uat.groombook.dev`
- Test accounts are seeded with the following personas:
- **Manager:** Full administrative access
- **Staff:** Limited access to assigned appointments and clients
- **Client:** Portal access to view and manage their own appointments
- OIDC is configured with Authentik at `https://auth.farh.net`
- Seed data is populated:
- Sample clients and pets
- Grooming services with pricing and duration
- Existing appointments
- Stripe test keys are configured for payment flow testing
- Email/SMS providers (Telnyx, etc.) are configured for notification testing
## 5. Test Cases
### 4.1 Authentication
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.1.1 | OIDC login (Authentik) | 1. Navigate to UAT environment
2. Click "Login with Authentik"
3. Enter test credentials
4. Authorize the application | User is redirected to app dashboard, session is established |
| TC-APP-4.1.2 | Email + password login (UAT Super) | 1. Navigate to UAT environment sign-in page
2. Select email+password flow
3. Enter `uat-super@groombook.dev` and UAT super password
4. Submit | User is logged in and redirected to dashboard with manager access |
| TC-APP-4.1.3 | Email + password login (UAT Groomer) | 1. Navigate to UAT environment sign-in page
2. Select email+password flow
3. Enter `uat-groomer@groombook.dev` and UAT groomer password
4. Submit | User is logged in and redirected to dashboard with staff/groomer access |
| TC-APP-4.1.4 | Email + password login (UAT Customer) | 1. Navigate to UAT environment sign-in page
2. Select email+password flow
3. Enter `uat-customer@groombook.dev` and UAT customer password
4. Submit | User is logged in with client portal access |
| TC-APP-4.1.5 | Email + password login (UAT Tester) | 1. Navigate to UAT environment sign-in page
2. Select email+password flow
3. Enter `uat-tester@groombook.dev` and UAT tester password
4. Submit | User is logged in with staff/tester access |
| TC-APP-4.1.6 | Session persistence | 1. Log in as any user
2. Close browser tab
3. Reopen browser and navigate to UAT | User remains logged in, no re-authentication required |
| TC-APP-4.1.7 | Logout | 1. Log in as any user
2. Click logout button
3. Attempt to access protected route | User is logged out and redirected to login page |
| TC-APP-4.1.8 | RBAC - Manager access | 1. Log in as Manager (OIDC or email+password)
2. Navigate to Settings, Staff Management, Reports | All administrative features are accessible |
| TC-APP-4.1.9 | RBAC - Staff access | 1. Log in as Staff (OIDC or email+password)
2. Attempt to access Settings, Staff Management | Access denied or limited view, staff can only see assigned appointments |
| TC-APP-4.1.10 | RBAC - Client access | 1. Log in as Client (email+password)
2. Navigate to portal
3. Attempt to access admin areas | Client can only view their own appointments, pets, and profile |
| TC-APP-4.1.11 | Login after hourly reset | 1. Wait for or trigger `reset-demo-data` CronJob to run
2. Attempt email+password login as any UAT persona | Login succeeds — Better Auth credential accounts survive the reset cycle |
### 4.2 Setup Wizard / OOBE
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.2.1 | First-run setup | 1. Access fresh UAT environment with no configuration
2. Complete setup wizard: business name, hours, services | Configuration is saved, dashboard loads with setup complete |
| TC-APP-4.2.2 | Setup validation | 1. Start setup wizard
2. Leave required fields blank
3. Attempt to proceed | Validation errors displayed, cannot proceed without required fields |
| TC-APP-4.2.3 | Skip setup (if already configured) | 1. Access configured environment
2. Attempt to access setup wizard | Redirected to dashboard or setup is marked as complete |
### 4.3 Client Management
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.3.1 | Create new client | 1. Navigate to Clients page
2. Click "Add Client"
3. Fill in client details (name, email, phone, address)
4. Save | Client is created and appears in client list |
| TC-APP-4.3.2 | Edit client | 1. Select existing client
2. Click "Edit"
3. Modify client details
4. Save | Changes are saved and reflected in client profile |
| TC-APP-4.3.3 | Search clients | 1. Navigate to Clients page
2. Enter client name or email in search
3. Press Enter/submit | Search results display matching clients |
| TC-APP-4.3.4 | Archive client | 1. Select active client
2. Click "Archive"
3. Confirm action | Client is marked as archived, no longer appears in active client list |
### 4.4 Pet Management
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.4.1 | Add pet to client | 1. Select client
2. Click "Add Pet"
3. Fill in pet details (name, breed, weight, notes)
4. Save | Pet is added to client's pet list |
| TC-APP-4.4.2 | Edit pet information | 1. Select pet from client profile
2. Click "Edit"
3. Modify pet details
4. Save | Changes are saved and reflected |
| TC-APP-4.4.3 | View grooming history | 1. Select pet with past appointments
2. Navigate to "History" tab | All past grooming appointments and notes are displayed |
| TC-APP-4.4.4 | Add breed notes | 1. Edit pet
2. Add breed-specific notes (temperament, special handling)
3. Save | Notes are saved and visible to staff when scheduling |
### 4.5 Appointment Scheduling
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.5.1 | Create new appointment | 1. Navigate to Calendar or Appointments page
2. Click "New Appointment"
3. Select client, pet, service, staff, date/time
4. Save | Appointment is created and appears in calendar |
| TC-APP-4.5.2 | Modify appointment | 1. Select existing appointment
2. Click "Edit"
3. Change date/time, staff, or service
4. Save | Changes are saved and calendar updates |
| TC-APP-4.5.3 | Cancel appointment | 1. Select upcoming appointment
2. Click "Cancel"
3. Confirm and optionally select reason | Appointment is marked as cancelled, slot becomes available |
| TC-APP-4.5.4 | Calendar view (day/week/month) | 1. Navigate to Calendar
2. Switch between day, week, and month views | Calendar displays appointments in selected time range correctly |
| TC-APP-4.5.5 | Appointment groups | 1. Create multiple appointments for same time slot
2. View in calendar | Appointments are grouped/linked appropriately |
| TC-APP-4.5.6 | Appointment availability check | 1. Attempt to book appointment during unavailable slot | System shows conflict or prevents double-booking |
| TC-APP-4.5.7 | Booking wizard — size/coat selection | 1. Start new appointment booking wizard
2. Select a pet with sizeCategory and coatType set
3. Observe the service/slot selection step | Size and coat type dropdowns are displayed and persist the pet's existing values |
| TC-APP-4.5.8 | Large/Xlarge pet slot duration reflects buffer | 1. Add a pet with sizeCategory = "large" or "xlarge" to an appointment
2. Note the service duration
3. Complete booking and inspect the appointment | Appointment slot includes the service duration plus the configured buffer for the pet's size category |
| TC-APP-4.5.9 | Appointment overrun cascades downstream | 1. Book three consecutive same-groomer appointments (A → B → C)
2. Manually extend appointment A's endTime so it overlaps B's startTime by ≥15 min
3. Observe appointment B | Appointment B (and C if still overlapping) is automatically shifted forward by the overrun delta + buffer; no error thrown |
| TC-APP-4.5.10 | Cascaded appointments appear at new times | 1. Complete TC-APP-4.5.9
2. Check the calendar/list view | Appointments B and C are now shown at their shifted start/end times |
| TC-APP-4.5.11 | Client receives reschedule notification email | 1. Complete TC-APP-4.5.9
2. Check the client's email (or notification log) | Client receives an email with subject/lines indicating their appointment was rescheduled from original time to new time |
| TC-APP-4.5.12 | Appointment flagged when shift crosses day boundary | 1. Book appointment D for late afternoon (e.g. 17:30)
2. Extend a prior appointment so D would shift to the next day
3. Observe D | Appointment D is flagged for manual review and is NOT auto-shifted to the next day |
| TC-APP-4.5.13 | Only scheduled/confirmed appointments are cascaded | 1. Start a cascade scenario (TC-APP-4.5.9) where a downstream appointment is already `in_progress`
2. Complete the cascade | The `in_progress` appointment is not shifted; cascade continues to next eligible appointment |
### 4.6 Services
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.6.1 | List all services | 1. Navigate to Services page | All configured grooming services are listed |
| TC-APP-4.6.2 | Create new service | 1. Click "Add Service"
2. Enter service name, description, duration, price
3. Save | Service is created and appears in list |
| TC-APP-4.6.3 | Edit service | 1. Select existing service
2. Modify pricing or duration
3. Save | Changes are saved and reflected |
| TC-APP-4.6.4 | Deactivate service | 1. Select service
2. Click "Deactivate"
3. Confirm | Service is marked as inactive, not available for new appointments |
### 4.7 Staff Management
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.7.1 | List all staff | 1. Navigate to Staff page | All staff members are listed with roles and status |
| TC-APP-4.7.2 | Add new staff member | 1. Click "Add Staff"
2. Enter staff details and assign role
3. Save | Staff member is created and can be assigned to appointments |
| TC-APP-4.7.3 | Assign RBAC role | 1. Select staff member
2. Change role (e.g., from Staff to Manager)
3. Save | Role change takes effect immediately |
| TC-APP-4.7.4 | Impersonate client | 1. As Manager, select client
2. Click "Impersonate"
3. Verify audit log | Manager views client's perspective, action is logged |
| TC-APP-4.7.5 | End impersonation | 1. While impersonating, click "End Impersonation" | Session returns to Manager's view |
### 4.8 Invoicing & Payments
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.8.1 | Generate invoice | 1. Select completed appointment
2. Click "Generate Invoice"
3. Review invoice details | Invoice is created with correct services, pricing, and taxes |
| TC-APP-4.8.2 | Process Stripe payment | 1. Open invoice
2. Click "Pay Now"
3. Enter Stripe test card details
4. Submit | Payment is processed, invoice marked as paid |
| TC-APP-4.8.3 | Add tip | 1. Before or after payment, add tip amount
2. Save | Tip is added to invoice total |
| TC-APP-4.8.4 | Generate receipt | 1. After payment, click "Generate Receipt"
2. Download or view receipt | Receipt is generated with payment details |
| TC-APP-4.8.5 | Process refund | 1. Select paid invoice
2. Click "Refund"
3. Enter refund amount and reason
4. Confirm | Refund is processed via Stripe, invoice status updated |
| TC-APP-4.8.6 | Failed payment handling | 1. Attempt payment with declined card
2. Verify error handling | Appropriate error message displayed, invoice remains unpaid |
### 4.9 Customer Portal
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.9.1 | Client login | 1. Access portal URL
2. Log in with client credentials | Client lands on portal dashboard |
| TC-APP-4.9.2 | View appointments | 1. Navigate to "My Appointments"
2. Review upcoming and past appointments | All client's appointments are listed |
| TC-APP-4.9.3 | Confirm appointment | 1. Select upcoming appointment
2. Click "Confirm" | Appointment is marked as confirmed by client |
| TC-APP-4.9.4 | Cancel appointment | 1. Select upcoming appointment
2. Click "Cancel"
3. Provide reason | Appointment is cancelled, notification sent to business |
| TC-APP-4.9.5 | View appointment history | 1. Navigate to "History" tab | All past appointments with details are shown |
### 4.9.1 Communication Tab
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.9.6 | View message history (conversation exists) | 1. Log in as client with existing conversation
2. Navigate to Communication tab | Real message history is displayed (not mock data) |
| TC-APP-4.9.7 | Empty state (no conversation yet) | 1. Log in as client with no conversation
2. Navigate to Communication tab | Empty state is shown; app does not crash or show mock messages |
| TC-APP-4.9.8 | Composer disabled | 1. Log in as client
2. Navigate to Communication tab | Composer/Reply field is hidden or disabled with tooltip "Reply from your phone" |
| TC-APP-4.9.9 | Cross-tenant isolation | 1. As client A, retrieve session token
2. Attempt to fetch client B conversation via API | Request returns 403 or empty; client A cannot access client B messages |
### 4.10 Waitlist
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.10.1 | Add client to waitlist | 1. Navigate to Waitlist page
2. Click "Add to Waitlist"
3. Select client, pet, preferred dates
4. Save | Client is added to waitlist |
| TC-APP-4.10.2 | View waitlist | 1. Navigate to Waitlist page | All waitlisted requests are displayed with priority |
| TC-APP-4.10.3 | Promote to appointment | 1. Select waitlist entry
2. Click "Promote to Appointment"
3. Select available slot | Appointment is created from waitlist, entry removed |
| TC-APP-4.10.4 | Remove from waitlist | 1. Select waitlist entry
2. Click "Remove"
3. Confirm | Entry is removed from waitlist |
### 4.11 Search
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.11.1 | Global search for clients | 1. Use global search bar
2. Enter client name or email
3. Select "Clients" | Search returns matching clients |
| TC-APP-4.11.2 | Global search for pets | 1. Use global search bar
2. Enter pet name or breed
3. Select "Pets" | Search returns matching pets with owner info |
| TC-APP-4.11.3 | Search filters | 1. Perform search
2. Apply filters (date range, status, etc.) | Results are filtered according to criteria |
| TC-APP-4.11.4 | No results handling | 1. Search for non-existent term
2. Verify UI | "No results found" message displayed |
### 4.12 Reports
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.12.1 | Revenue dashboard | 1. Navigate to Reports > Revenue
2. Select date range | Revenue metrics displayed (total, by service, by staff) |
| TC-APP-4.12.2 | Staff utilization | 1. Navigate to Reports > Utilization
2. Select date range | Staff hours booked vs. available shown |
| TC-APP-4.12.3 | Trend analytics | 1. Navigate to Reports > Trends
2. Select metric and time period | Trend chart displays with data points |
| TC-APP-4.12.4 | Export report | 1. View any report
2. Click "Export"
3. Select format (CSV, PDF) | Report file is downloaded |
### 4.13 Calendar
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.13.1 | Generate iCal feed | 1. Navigate to Calendar
2. Click "iCal Feed"
3. Copy URL | iCal feed URL is generated for external calendar apps |
| TC-APP-4.13.2 | Calendar sync (external) | 1. Import iCal feed into external calendar (Google, Outlook)
2. Verify sync | Appointments appear in external calendar |
| TC-APP-4.13.3 | Calendar availability display | 1. View calendar in any view mode | Available and booked slots are visually distinct |
### 4.14 Email Reminders
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.14.1 | Configure email reminders | 1. Navigate to Settings > Notifications
2. Set reminder timing (24h, 1h before)
3. Save | Configuration is saved |
| TC-APP-4.14.2 | Verify reminder delivery | 1. Create appointment for tomorrow
2. Wait for reminder trigger
3. Check test email account | Reminder email is received with correct details |
| TC-APP-4.14.3 | SMS notification | 1. Configure SMS provider (Telnyx)
2. Enable SMS reminders
3. Create appointment | SMS is sent to client's phone number |
| TC-APP-4.14.4 | Notification preferences | 1. As client, access portal settings
2. Toggle email/SMS preferences | Preferences are respected for future notifications |
### 4.15 Grooming Logs
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.15.1 | Log grooming entry | 1. Select pet
2. Click "Add Grooming Log"
3. Enter details (date, services, notes, photos)
4. Save | Log entry is created and linked to pet |
| TC-APP-4.15.2 | View grooming history | 1. Select pet
2. Navigate to "Grooming History" | All log entries are displayed chronologically |
| TC-APP-4.15.3 | Add photos to log | 1. Create or edit grooming log
2. Upload before/after photos
3. Save | Photos are attached to log entry |
| TC-APP-4.15.4 | Edit grooming log | 1. Select existing log entry
2. Modify notes or services
3. Save | Changes are saved |
### 4.16 Settings
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.16.1 | Business settings | 1. Navigate to Settings > Business
2. Update business name, hours, contact info
3. Save | Settings are saved and reflected app-wide |
| TC-APP-4.16.2 | App configuration | 1. Navigate to Settings > App
2. Configure theme, time zone, date format
3. Save | Configuration takes effect immediately |
| TC-APP-4.16.3 | Payment settings | 1. Navigate to Settings > Payments
2. Configure Stripe keys, tax rates
3. Save | Payment settings are updated |
| TC-APP-4.16.4 | Notification settings | 1. Navigate to Settings > Notifications
2. Configure email/SMS providers and defaults
3. Save | Notification configuration is saved |
### 4.17 Mobile / PWA
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.17.1 | Install prompt | 1. Access app on mobile device (or DevTools mobile view)
2. Verify install prompt appears | "Add to Home Screen" prompt is shown |
| TC-APP-4.17.2 | Responsive design (mobile) | 1. Resize viewport to 390x844 (iPhone dimensions)
2. Navigate through app | All pages are usable and properly formatted |
| TC-APP-4.17.3 | Offline basics | 1. Load app
2. Enable offline mode in DevTools
3. Navigate to previously loaded pages | Cached content is displayed, offline indicator shown |
| TC-APP-4.17.4 | Touch interactions | 1. On mobile viewport, tap buttons, forms, and navigation
2. Verify responsiveness | All touch targets are accessible and responsive |
### 4.18 Navigation
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.18.1 | All major sections accessible | 1. Click each main navigation item
2. Verify page loads | All sections (Dashboard, Calendar, Clients, Pets, Appointments, Reports, Settings) load successfully |
| TC-APP-4.18.2 | No broken links | 1. Navigate through app
2. Click various links and buttons | No 404 errors or dead ends encountered |
| TC-APP-4.18.3 | No blank pages | 1. Navigate to each section and sub-section
2. Verify content is displayed | All pages render with appropriate content |
| TC-APP-4.18.4 | Back/forward navigation | 1. Navigate through multiple pages
2. Use browser back and forward buttons | Navigation history works correctly |
### 4.19 Error States
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.19.1 | Form with bad data | 1. On any form, enter invalid email, phone, or dates
2. Submit | Validation errors display specific issues |
| TC-APP-4.19.2 | Missing required fields | 1. On any form, leave required fields blank
2. Submit | Clear error messages indicate which fields are required |
| TC-APP-4.19.3 | Empty states | 1. Navigate to pages with no data (empty calendar, no clients)
2. Verify UI | Helpful empty state message with call-to-action displayed |
| TC-APP-4.19.4 | Network error handling | 1. Disable network in DevTools
2. Attempt actions that require API calls
3. Re-enable network | Appropriate error message shown, app recovers when network restored |
### 4.20 Staff Messages
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.20.1 | Staff messages inbox loads | 1. Log in as Staff
2. Navigate to Messages | Conversation list renders with client phone and last message preview |
| TC-APP-4.20.2 | Open conversation | 1. Select a conversation from the list | Full message thread loads chronologically |
| TC-APP-4.20.3 | Send message | 1. Type a reply and submit | Message appears in thread; POST /api/conversations/:id/messages succeeds |
| TC-APP-4.20.4 | Empty state | 1. Log in as Staff with no conversations | Empty state shown; no crash |
| TC-APP-4.20.5 | Unread indicator | 1. Client sends a new message | Thread marked unread until staff views it |
| TC-APP-4.20.6 | Cross-tenant isolation | 1. Staff from Business A attempts to read Business B conversations | 403 or empty response returned |
### 4.21 SMS Consent (STOP/HELP Keyword Handler)
| # | Scenario | Steps | Expected |
|---|----------|-------|----------|
| TC-APP-4.21.1 | STOP → unsubscribe + auto-reply | 1. Send `STOP` (case-insensitive, with whitespace) from a subscribed client's phone number | Client is opted out (`smsOptIn=false`, `smsOptOutDate` set), event is logged, user receives auto-reply: "You have been unsubscribed and will no longer receive messages. Reply START to resubscribe." |
| TC-APP-4.21.2 | START → resubscribe + auto-reply | 1. Send `START` (case-insensitive) from an opted-out client's phone number | Client is opted back in (`smsOptIn=true`, `smsConsentDate` updated, `smsOptOutDate` cleared), event is logged, user receives auto-reply: "You have been resubscribed to messages. Reply STOP to unsubscribe. Msg & data rates may apply." |
| TC-APP-4.21.3 | HELP → no opt-in change + default reply | 1. Send `HELP` (case-insensitive) from any client's phone number | No change to opt-in state, no database update, event is logged, user receives auto-reply: "Reply STOP to unsubscribe or START to resubscribe. For help, contact your groomer directly." |
| TC-APP-4.21.4 | STOPALL / UNSUBSCRIBE / CANCEL / END / QUIT → opt-out | 1. Send each alias from a subscribed client's phone | Same behaviour as STOP: opt-out applied, correct reply sent |
| TC-APP-4.21.5 | UNSTOP / YES / SUBSCRIBE → opt-in | 1. Send each alias from an opted-out client's phone | Same behaviour as START: opt-in applied, correct reply sent |
| TC-APP-4.21.6 | INFO → help reply | 1. Send `INFO` from any client's phone | Same behaviour as HELP: no state change, help reply returned |
| TC-APP-4.21.7 | Double STOP (idempotency) | 1. Send `STOP` from an already-opted-out client | Event is logged, no update call made, idempotent — no duplicate update |
| TC-APP-4.21.8 | Double START (idempotency) | 1. Send `START` from an already-subscribed client | Event is logged, no update call made, idempotent — no duplicate update |
| TC-APP-4.21.9 | Case insensitivity | 1. Send `stop`, `Stop`, `sToP`, ` stop ` from subscribed client | All variants are detected and handled as opt-out |
| TC-APP-4.21.10 | Whitespace trimming | 1. Send ` START ` or `\tSTOP\n` | Keywords are trimmed before matching |
| TC-APP-4.21.11 | Non-keyword messages ignored | 1. Send `STOP IT`, `help me`, `hello` | Returns null from `detectKeyword`, no consent event inserted, no reply sent |
| TC-APP-4.21.12 | Consent event audit log | 1. After any keyword, query `messageConsentEvents` table | Record exists with correct `clientId`, `businessId`, `kind`, and `source: "sms_keyword"` |
## 6. Pass/Fail Criteria
**Pass:** All test cases execute without errors. Expected results match actual results. No regressions are observed. All functionality works as documented.
**Fail:** Any unexpected result is encountered. For failures, document:
- Severity (Critical, High, Medium, Low)
- Steps to reproduce
- Actual vs. expected behavior
- Screenshot(s) if applicable
- Browser and device information
**Regressions:** If a previously working feature fails during this UAT run, it is considered a regression and must be addressed before the release can proceed.
## 7. Update Policy
**Any PR that changes user-facing behaviour MUST update this file.**
When modifying features that affect:
- User workflows (authentication, scheduling, payments, etc.)
- UI/UX (navigation, forms, responsive design)
- Configuration (settings, integrations)
- Data visibility (reports, search, filtering)
The corresponding test case(s) in Section 5 must be updated to reflect the new behaviour. The PR description must reference which playbook section was updated (e.g., "Updated UAT_PLAYBOOK.md §4.5 — new appointment group scheduling feature").