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Scrubs McBarkley 6bfd1b6c30 chore: sync company backup 2026-04-13 
Export full company configuration including agents, skills, and memory
files as of 2026-04-13. Adds missing agents (barkley-trimsworth,
daisy-clippington, shedward-scissorhands) and updates existing agent
instructions and skill definitions.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-04-13 04:02:21 +00:00

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UAT Playbook — GroomBook

CTO-owned test library. Used to create atomic UAT subtasks for Shedward. Shedward never reads this file directly.

Known Fragile Areas

Track production escapes and areas that need extra scrutiny. Use this to prioritize deeper subtasks.

Area Defect Issue Root Cause Extra Checks
Portal Auth Portal always showed "Hi, Guest" GRO-300 Dev session endpoint not creating portal sessions Verify browser_network_requests for session API — must return 200, not 401/500
Services Seed Every service appeared twice GRO-301 Missing ON CONFLICT in seed script Count service entries — must match expected count exactly
Reports All reports showed "No data" GRO-302 UTC date handling in report queries Verify with known date range that has data — must show non-empty charts
Landing Page Dead-end "Please sign in" with no redirect GRO-309 No redirect/link when portal session missing Verify unauthenticated portal redirects to /login

Rule: After any production escape, add an entry here. When creating subtasks for that area, include the extra checks.

Test Data

Staff Accounts

Name Email Role
Jordan Lee jordan@groombook.dev Manager
Sam Rivera sam@groombook.dev Groomer
Sarah Mitchell sarah@groombook.dev Groomer

UAT Test Clients (impersonation only — clients cannot log in directly)

Client Email Pet Notes
UAT Test Alpha uat-alpha@groombook.dev TestBuddy (Golden Retriever) Has pending invoice
UAT Test Bravo uat-bravo@groombook.dev TestMax (Labrador) Has pending invoice
UAT Test Charlie uat-charlie@groombook.dev TestCooper (Poodle) Has pending invoice

Environment

Navigation Rules

  • Admin portal (/admin/*): URL navigation works.
  • Customer portal (root /): SPA — click sidebar links only. Never type URL paths.

TS-AUTH: Authentication

Purpose: Verify login, session management, and logout.

  1. Navigate to https://groombook.dev.farh.net
  2. PASS: Page loads without error
  3. Log in as Jordan Lee (jordan@groombook.dev)
  4. PASS: Admin dashboard loads, shows appointment data
  5. Check browser_console_messages
  6. PASS: No 500 errors, no unhandled JS exceptions
  7. Check browser_network_requests
  8. PASS: No 401 or 500 responses on API calls (session/auth endpoints must return 200)
  9. Click logout (or sign out link)
  10. PASS: Redirected to login page, session cleared
  11. Log back in as Jordan Lee
  12. PASS: Session restored, dashboard shows data

TS-APPT: Appointments

Purpose: Verify appointment calendar CRUD.

  1. Log in as Jordan Lee
  2. Navigate to /admin/appointments
  3. PASS: Calendar view loads with existing appointments
  4. Click an existing appointment
  5. PASS: Detail modal shows client, service, groomer, start/end, status, notes
  6. Click "+ New Appointment" or Book
  7. PASS: Booking wizard opens (Service → Date & Time → Info → Confirm)
  8. Select a service, date, time slot, and client
  9. PASS: Confirmation step shows correct details
  10. (Optional) Submit booking
  11. PASS: New appointment appears on calendar

TS-CLIENT: Client Management

Purpose: Verify client CRUD, search, enable/disable.

  1. Log in as Jordan Lee
  2. Navigate to /admin/clients
  3. PASS: Client list loads with multiple clients
  4. Use search box — type "UAT Test Alpha"
  5. PASS: Search filters to matching client(s)
  6. Click on UAT Test Alpha
  7. PASS: Client detail page shows name, email, pets, appointment history
  8. Toggle "Show disabled" filter
  9. PASS: Filter toggles correctly
  10. Click "+ New" client button
  11. PASS: Create client form opens

TS-PET: Pet Management

Purpose: Verify pet profiles and associations.

  1. Log in as Jordan Lee
  2. Navigate to /admin/clients
  3. Click UAT Test Alpha
  4. PASS: Client detail shows TestBuddy (Golden Retriever)
  5. Click on TestBuddy
  6. PASS: Pet profile shows breed, grooming notes, visit history
  7. (If available) Edit pet details
  8. PASS: Changes save correctly

TS-SERVICE: Services

Purpose: Verify service list, no duplicates, CRUD.

  1. Log in as Jordan Lee
  2. Navigate to /admin/services
  3. PASS: Services list loads
  4. PASS: No duplicate service entries (each service appears exactly once)
  5. Check service details: name, price, duration visible
  6. (If available) Click "+ New Service"
  7. PASS: Create service form opens

TS-STAFF: Staff Management

Purpose: Verify staff list, roles, super user controls.

  1. Log in as Jordan Lee
  2. Navigate to /admin/staff
  3. PASS: Staff list shows all team members with roles
  4. Click on a staff member
  5. PASS: Detail page shows role, permissions, schedule
  6. Check super user toggle
  7. PASS: Toggle is visible and functional for manager accounts
  8. Try deactivating a staff member
  9. PASS: Deactivation guard prompts for confirmation

TS-INVOICE: Invoicing

Purpose: Verify invoice list, creation, status workflow.

  1. Log in as Jordan Lee
  2. Navigate to /admin/invoices
  3. PASS: Invoice list loads with date, client, subtotal, tax, tip, total, status
  4. PASS: Shows both PAID and PENDING invoices
  5. Click "View" on an invoice
  6. PASS: Invoice detail opens with line items
  7. Click "+ Create Invoice"
  8. PASS: Invoice creation form opens

TS-GROUP: Group Bookings

Purpose: Verify group booking functionality.

  1. Log in as Jordan Lee
  2. Navigate to /admin/group-bookings
  3. PASS: Page loads (may show empty state or existing bookings)
  4. Click "+ New Group Booking"
  5. PASS: Group booking form opens with client dropdown, service/staff per slot

TS-REPORT: Reports

Purpose: Verify reports show data for valid date ranges.

  1. Log in as Jordan Lee
  2. Navigate to /admin/reports
  3. Set date range to cover last 30 days
  4. PASS: Revenue by Day shows data (not "No data for this period")
  5. PASS: Revenue by Groomer shows data
  6. PASS: Appointment Trends shows data
  7. PASS: Service Popularity shows data
  8. PASS: Client Retention shows data
  9. Change date range to a future period with no data
  10. PASS: Reports correctly show "No data for this period"

TS-SETTINGS: Settings / Branding

Purpose: Verify business settings page.

  1. Log in as Jordan Lee
  2. Navigate to /admin/settings
  3. PASS: Settings page loads with business name, logo upload, color pickers
  4. PASS: Preview reflects current settings
  5. PASS: Save button is functional

TS-PORTAL: Customer Portal

Purpose: Verify the full customer portal experience via impersonation. Fragile area: Portal auth has escaped to prod before (GRO-300). Always include API verification.

  1. Log in as Jordan Lee
  2. Navigate to /admin/clients
  3. Find UAT Test Alpha
  4. Click "View as client" (impersonation)
  5. PASS: Portal loads and shows client's name (NOT "Hi, Guest")
  6. PASS: "STAFF VIEW" watermark visible (impersonation indicator)
  7. Check browser_network_requests
  8. PASS: Session/auth API calls return 200 (no 401, no 500)
  9. Click "Appointments" in sidebar (do NOT type URL)
  10. PASS: Appointments page loads
  11. Click "My Pets" in sidebar
  12. PASS: Shows TestBuddy (Golden Retriever)
  13. Click "Billing" in sidebar
  14. PASS: Shows at least one pending invoice
  15. Click "Report Cards" in sidebar
  16. PASS: Page loads (may be empty)
  17. Click "Settings" in sidebar
  18. PASS: Client settings page loads
  19. Check browser_console_messages
  20. PASS: No JS errors
  21. Check browser_network_requests
  22. PASS: No failed API calls across all portal pages
  23. End impersonation
  24. PASS: Returns to admin view

TS-IMPERSONATE: Impersonation

Purpose: Verify impersonation start/end and audit trail.

  1. Log in as Jordan Lee
  2. Navigate to /admin/clients, find UAT Test Alpha
  3. Click "View as client"
  4. PASS: Portal loads with client context
  5. PASS: "STAFF VIEW" watermark visible
  6. Verify you see client-specific data (their name, pets, invoices)
  7. End impersonation
  8. PASS: Returns to admin, no residual client context
  9. (If available) Check audit log for impersonation entry

TS-BOOK: Public Booking Wizard

Purpose: Verify the multi-step booking flow.

  1. Log in as Jordan Lee
  2. Navigate to /admin/book (or the booking entry point)
  3. PASS: Step 1 (Service selection) loads with service list
  4. Select a service
  5. PASS: Step 2 (Date & Time) loads with available slots
  6. Select a date and time
  7. PASS: Step 3 (Info) loads with client/pet fields
  8. Fill in required info
  9. PASS: Step 4 (Confirm) shows summary of all selections
  10. (Optional) Submit booking
  11. PASS: Confirmation displayed, no errors

TS-SEARCH: Global Search

Purpose: Verify search across entities.

  1. Log in as Jordan Lee
  2. Use global search (if available) — search for "UAT Test Alpha"
  3. PASS: Client result appears
  4. Search for "TestBuddy"
  5. PASS: Pet result appears
  6. Search for a service name
  7. PASS: Relevant results appear

TS-SMOKE: Regression Smoke Test

Purpose: Quick pass across all admin sections and portal. Run after every deploy.

  1. Log in as Jordan Lee
  2. Click through each admin sidebar section:
    • Appointments → PASS: loads
    • Clients → PASS: loads
    • Staff → PASS: loads
    • Services → PASS: loads, no duplicates
    • Invoices → PASS: loads
    • Reports → PASS: loads
    • Settings → PASS: loads
  3. Navigate to /admin/clients, find UAT Test Alpha, click "View as client"
  4. PASS: Portal shows client name (not "Hi, Guest")
  5. Click each portal sidebar link: Appointments, My Pets, Billing, Report Cards, Settings
  6. PASS: Each loads
  7. Check browser_console_messages
  8. PASS: No JS errors
  9. Check browser_network_requests
  10. PASS: No 401/500 API responses across admin + portal navigation
  11. End impersonation
  12. PASS: Back to admin

TS-PWA: PWA & Mobile Responsiveness

Purpose: Verify GroomBook works as a first-class PWA. GroomBook is NOT desktop-first — mobile/PWA is equally important.

Mobile Viewport Tests

  1. Resize browser to mobile viewport: browser_resize width=390, height=844 (iPhone 14)
  2. Navigate to https://groombook.dev.farh.net
  3. PASS: Login page is fully usable — no horizontal scroll, inputs visible
  4. Log in as Jordan Lee
  5. PASS: Admin dashboard renders cleanly at mobile width — no overflow, no cut-off content
  6. Check sidebar navigation
  7. PASS: Sidebar collapses to hamburger menu or stacks appropriately
  8. Navigate to /admin/appointments
  9. PASS: Calendar view adapts to mobile — scrollable or stacked, not clipped
  10. Navigate to /admin/clients
  11. PASS: Client list is scrollable, text readable, no horizontal overflow
  12. Navigate to /admin/invoices
  13. PASS: Invoice table is scrollable or stacked — all columns accessible
  14. Navigate to /admin/reports
  15. PASS: Charts resize to fit viewport, legends readable
  16. Check browser_console_messages
  17. PASS: No JS errors at mobile viewport

Customer Portal — Mobile

  1. Navigate to /admin/clients, find UAT Test Alpha, click "View as client"
  2. PASS: Portal loads at mobile viewport — client name visible (not "Hi, Guest")
  3. Click through portal sidebar links: Appointments, My Pets, Billing, Report Cards, Settings
  4. PASS: Each page renders correctly at mobile width
  5. Check browser_network_requests
  6. PASS: No 401/500 API responses

PWA Manifest & Installability

  1. Resize browser back to desktop: browser_resize width=1280, height=720
  2. Navigate to https://groombook.dev.farh.net
  3. Check browser_network_requests for /manifest.json or /manifest.webmanifest
  4. PASS: Manifest file loads (200 response)
  5. Check browser_console_messages
  6. PASS: No PWA-related warnings (missing icons, invalid manifest, etc.)

Tablet Viewport (Optional)

  1. Resize to tablet: browser_resize width=768, height=1024
  2. Navigate through admin sections: Appointments, Clients, Services, Invoices
  3. PASS: Layout adapts — not clipped, not tiny

Standard Deploy Decomposition

When a PR deploys to dev, create these UAT subtasks:

# Subtask Source When
1 Environment readiness + API health TS-AUTH steps 1-8 Always first
2 Feature-specific test(s) TS-{feature} Based on PR scope
3 Portal smoke + API verification TS-PORTAL steps 1-24 Every deploy
4 Admin smoke test TS-SMOKE steps 1-2 Every deploy
5 Mobile viewport smoke TS-PWA steps 1-17 Every deploy
6 Portal mobile smoke TS-PWA steps 18-23 Every deploy
7 Console + network error audit browser_console_messages + browser_network_requests Every deploy

Small PRs: 3-5 subtasks. Large PRs: 8-12 subtasks.

Fragile area rule: If the PR touches an area listed in Known Fragile Areas, add the extra checks from that table into the feature-specific subtask.

Subtask Template

Use this format when creating UAT subtasks:

Title: UAT: [test area] — [what specifically]

Description:
## What
Test [feature area] after [PR/deploy context].

## Steps
[Numbered steps copied from playbook, customized with specific test data]

## Pass Criteria
[Explicit PASS conditions from the steps above]

## API Verification
After completing the steps, run browser_network_requests.
PASS: No 401, 403, or 500 responses on any API call.
If any API errors exist, this is a FAIL even if the UI looked correct.

## On PASS
Mark this issue done. Post a UAT PASS comment with what you tested.

## On FAIL
Set status to "todo", assign to CTO (2a556501-95e0-4e52-9cf1-e2034678285d).
Post what failed, steps to reproduce, expected vs actual, and attach a screenshot.
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