roa2web-service-auto/TESTING_CHECKLIST.md

ROA2WEB Unified App - Integration Testing Checklist

Pre-Test Setup

• Stop any previously running services: ./start-test.sh stop
• Verify SSH tunnel is configured: ./ssh-tunnel-test.sh status
• Start all services: ./start-test.sh
• Wait for all services to start (check logs if needed)

Service Health Checks

Backend Services

• Reports Backend (8001): http://localhost:8001/health
• Reports API Docs: http://localhost:8001/docs
• Data Entry Backend (8003): http://localhost:8003/health
• Data Entry API Docs: http://localhost:8003/docs
• Telegram Bot Internal API (8002): Should be running (check logs: /tmp/telegram_bot.log)

Frontend

• Unified Frontend loads: http://localhost:3000
• No console errors in browser DevTools
• Login page displays correctly

Authentication Flow

Login

• Navigate to http://localhost:3000
• Should redirect to /login automatically
• Enter valid test credentials
• Login succeeds and redirects to dashboard
• User info displays in header (username, company selector)
• Access token stored in localStorage
• JWT contains correct user info and companies

Session Persistence

• Refresh page - user remains logged in
• Close tab and reopen - user remains logged in
• Open in new tab - user is already logged in

Reports Module (http://localhost:3000/reports)

Navigation

• Click "Rapoarte" in menu
• Dashboard loads at /reports/dashboard
• No console errors
• Company selector works (change company)
• Period selector works (change accounting period)

Dashboard Widgets

• Metrics cards display (Sales, Purchases, etc.)
• Charts render correctly
• Data loads from Reports API (8001)
• Check Network tab: requests go to /api/reports/*

Reports Pages

• Navigate to "Facturi Clienți" (/reports/invoices/sales)
• Table loads with data
• Filters work (date range, company, status)
• Pagination works
• Export buttons work (Excel, PDF)
• Invoice details modal opens
• Navigate to "Facturi Furnizori" (/reports/invoices/purchases)
• Verify same functionality as sales invoices

Treasury Reports

• Navigate to "Trezorerie" (/reports/treasury)
• Cash flow data loads
• Charts display correctly
• Date filters work

Error Boundary Testing

• Manually trigger an error in Reports module (e.g., bad API call)
• ErrorBoundary catches the error
• Error message displays: "A apărut o eroare în modulul Rapoarte"
• Other modules (Data Entry) remain functional

Data Entry Module (http://localhost:3000/data-entry)

Navigation

• Click "Introduceri" in menu
• Receipts list loads at /data-entry/receipts
• No console errors
• Check Network tab: requests go to /api/data-entry/*

Receipts List

• Table displays receipts
• Status badges display correctly (DRAFT, PENDING, APPROVED)
• Filters work (date range, status, user)
• Create new receipt button visible

Create Receipt

• Click "Adaugă Bon Fiscal"
• Form displays at /data-entry/receipts/new
• Partner/Supplier dropdown loads from Data Entry API
• Expense type dropdown works
• Date picker works
• Amount fields accept input
• File upload works (image/PDF)
• Save as DRAFT works
• Receipt appears in list with DRAFT status

Edit Receipt

• Click edit on a DRAFT receipt
• Form loads with existing data
• Modify fields
• Save changes - updates successfully
• Delete receipt - removes from list

Submit for Review

• Open a DRAFT receipt
• Click "Trimite spre aprobare"
• Status changes to PENDING_REVIEW
• Accounting entries auto-generated
• Receipt is read-only in PENDING state

Approval Workflow (Accountant Role)

• Login as accountant user
• See pending receipts
• Open PENDING receipt
• Review accounting entries
• Approve receipt - status changes to APPROVED
• Receipt becomes fully read-only

Error Boundary Testing

• Manually trigger an error in Data Entry module
• ErrorBoundary catches the error
• Error message displays: "A apărut o eroare în modulul Introduceri"
• Other modules (Reports) remain functional

Cross-Module Testing

Module Switching

• Start in Reports module
• Navigate to Data Entry module
• Return to Reports module
• Company selection persists across modules
• No console errors during switching
• No memory leaks (check DevTools Memory tab)

Shared State

• Login state shared (logout in one module logs out everywhere)
• Company selection shared (change company affects both modules)
• Period selection shared (for modules that use it)

API Isolation

• Reports module only calls /api/reports/*
• Data Entry module only calls /api/data-entry/*
• No cross-contamination of API calls
• Auth headers included in all requests

Logout Flow

• Click logout button in header
• User redirected to /login
• Access token removed from localStorage
• Cannot access protected routes without re-login
• Attempting to access /reports or /data-entry redirects to login

Browser Compatibility

• Chrome/Edge (latest)
• Firefox (latest)
• Safari (if available)

Responsive Design

• Desktop (1920x1080)
• Laptop (1366x768)
• Tablet (768x1024)
• Mobile (375x667)

Performance

• Initial page load < 3s
• Navigation between modules smooth
• No unnecessary re-renders (check React DevTools)
• API responses cached appropriately
• Bundle sizes reasonable (check Network tab)

Build & Production

• Run npm run build
• Build completes without errors
• Dist folder created with proper structure
• index.html exists
• Assets folder has JS/CSS bundles
• Chunk splitting works (separate bundles for modules)
• Source maps generated (for debugging)

Cleanup

• Stop all services: ./start-test.sh stop
• Verify all ports released (8001, 8003, 8002, 3000)
• SSH tunnel stopped
• No lingering processes

Issues Found

Document any issues discovered during testing:

Issue	Module	Severity	Description	Status

Sign-Off

• Tester: _______________
• Date: _______________
• Environment: TEST / DEV / PROD
• Status: PASS / FAIL / NEEDS FIXES

Notes

Additional observations or comments: