# RateRight Testing Checklist

**Created:** Jan 18, 2026
**Purpose:** Systematic verification that all features work

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## Automated Checks (Already Run)

| Check | Status | Notes |
|-------|--------|-------|
| API Health | ✅ PASS | Production responding, DB connected |
| Frontend Build | ✅ PASS | No compilation errors |
| Pending Migrations | ✅ PASS | All applied |
| TODO/FIXME scan | ✅ PASS | Only 1 minor TODO (callback scheduling) |

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## Manual Testing Plan

### TIER 1: CRITICAL (Daily Operations)

These must work - sales team uses them every day.

#### 1.1 Login & Auth (2 min)
- [ ] Open app → Login screen appears
- [ ] Enter credentials → Redirects to Dashboard
- [ ] Refresh page → Still logged in
- [ ] Logout → Returns to login

#### 1.2 Dashboard (3 min)
- [ ] Dashboard loads without errors
- [ ] Priority Action Card shows a lead (or "no leads" message)
- [ ] Stats show (calls, conversions, etc.)
- [ ] Real-time: Have someone send SMS, does badge update?

#### 1.3 Call List (3 min)
- [ ] Call List page loads
- [ ] Leads appear sorted by priority
- [ ] Click lead → Goes to Call Prep page
- [ ] Filter buttons work (Hot, Warm, etc.)
- [ ] Power Dial button shows modal

#### 1.4 Making Calls (5 min)
- [ ] Click Call button → Twilio connects
- [ ] Call connects to real phone
- [ ] Audio works both ways
- [ ] Hang up works
- [ ] Call duration recorded

#### 1.5 Call Transcription (3 min)
- [ ] During call, transcription appears in LiveCopilot
- [ ] After call, transcript saved to notes
- [ ] Post-call summary generated

#### 1.6 SMS Sending (3 min)
- [ ] Click SMS button on lead
- [ ] AI Writer modal opens
- [ ] Suggestions generated
- [ ] Send SMS → Message appears in thread
- [ ] Recipient receives SMS

#### 1.7 SMS Receiving (2 min)
- [ ] Send SMS to +61 468 087 171
- [ ] Message appears in Messages inbox
- [ ] Notification shows (badge, sound)
- [ ] Lead profile shows message

#### 1.8 Lead Profile (3 min)
- [ ] Open any lead profile
- [ ] Info displays correctly (name, phone, score)
- [ ] Communication history shows
- [ ] Notes section works
- [ ] Edit intel button works (new feature!)

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### TIER 2: IMPORTANT (Weekly Use)

#### 2.1 Call Prep Page (3 min)
- [ ] Opens with lead info
- [ ] Intel brief loads (or shows loading)
- [ ] Script suggestion displays
- [ ] Similar wins show (if any)
- [ ] Timer works (if Power Dialer active)

#### 2.2 LiveCopilot During Calls (3 min)
- [ ] Copilot panel shows during call
- [ ] Objection detection triggers suggestions
- [ ] Thumbs up/down feedback works
- [ ] Transcript scrolls as call progresses

#### 2.3 Call Outcome Logging (2 min)
- [ ] After call, outcome sheet appears
- [ ] Can select outcome (answered, VM, no answer)
- [ ] Notes pre-filled with AI summary
- [ ] Callback scheduling works
- [ ] Lead status updates after save

#### 2.4 Messages Inbox (3 min)
- [ ] Messages page loads
- [ ] Conversations sorted correctly
- [ ] Search works
- [ ] Filter tabs work (All, Hot, Waiting, etc.)
- [ ] Click conversation → Opens thread
- [ ] Can reply from thread
- [ ] "Mark Done" works

#### 2.5 Inbound Calls (3 min)
- [ ] Call +61 468 087 171 from external phone
- [ ] App shows incoming call modal
- [ ] Accept → Call connects
- [ ] Transcription works on inbound
- [ ] Caller ID lookup works (if lead exists)

#### 2.6 Power Dialer (3 min)
- [ ] Start Power Dial from Call List
- [ ] Timer counts down on Call Prep
- [ ] Auto-dial triggers at 0
- [ ] After outcome, advances to next lead
- [ ] Session stats update

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### TIER 3: SUPPORTING FEATURES

#### 3.1 Sales Playbook (2 min)
- [ ] Playbook page loads
- [ ] Scripts display
- [ ] Can view script detail
- [ ] Brand guidelines show

#### 3.2 Lead Management (2 min)
- [ ] All Leads page loads
- [ ] Can search leads
- [ ] Can filter by status
- [ ] Create new lead works
- [ ] Archive lead works

#### 3.3 Intel Research (2 min)
- [ ] Click "Research" on a lead
- [ ] Company intel loads (or error message)
- [ ] Person intel loads (or error message)
- [ ] Intel displays in summary card

#### 3.4 Manager Dashboard (2 min)
- [ ] /manager page loads
- [ ] Team stats show
- [ ] Rep breakdown works
- [ ] Period filters work (Today/Week/Month)

#### 3.5 Battleground (2 min)
- [ ] Battleground page loads
- [ ] Leaderboard shows
- [ ] XP/Level displays
- [ ] Badges show

#### 3.6 My Stats (2 min)
- [ ] My Stats page loads
- [ ] Personal metrics show
- [ ] Activity chart displays
- [ ] Weekly insights link works

#### 3.7 Activation Center (2 min)
- [ ] Activation page loads
- [ ] Funnel stages display
- [ ] Lead counts accurate
- [ ] Click stage → Shows leads

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### TIER 4: EDGE CASES

#### 4.1 Error Handling (2 min)
- [ ] Bad lead ID → Shows error gracefully
- [ ] Network offline → Shows offline state
- [ ] API timeout → Shows retry option

#### 4.2 Mobile Responsiveness (2 min)
- [ ] Dashboard fits on mobile
- [ ] Bottom nav visible
- [ ] Action buttons accessible
- [ ] Modals don't overflow

#### 4.3 Real-Time Updates (2 min)
- [ ] New SMS → Badge updates without refresh
- [ ] Lead score change → Reflects in list
- [ ] Callback due → Shows notification

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## Quick Test Script (15 min total)

If short on time, do these in order:

1. **Login** → Dashboard loads ✓
2. **Call List** → See leads ✓
3. **Click lead** → Call Prep loads ✓
4. **Make test call** → Audio works ✓
5. **Log outcome** → Saves correctly ✓
6. **Send SMS** → Message delivers ✓
7. **Check Messages** → Reply appears ✓
8. **Edit Intel** → Save works ✓

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## Known Issues to Verify

| Issue | Test | Status |
|-------|------|--------|
| SMS Templates category | Templates load without error | Test |
| Intel not loading | Research button works | Test |
| Priority Message button | Opens SMS modal (not profile) | ✅ Fixed |
| Intel Edit save | Modal saves without error | ✅ Fixed |
| Mobile action bar | Visible above bottom nav | ✅ Fixed |
| Inbound transcription | Works on incoming calls | ✅ Fixed |

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## Testing Notes

**Record any issues found here:**

| Page/Feature | Issue Found | Severity | Fixed? |
|--------------|-------------|----------|--------|
| | | | |
| | | | |
| | | | |

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## After Testing

1. Update this checklist with results
2. Log any bugs found in KNOWN ISSUES
3. Prioritize fixes before new features
4. Re-test after fixes applied