Krow-workspace/docs/QA_TESTING_CHECKLIST.md

🧪 KROW Workforce Platform - QA Testing Checklist

Version: 1.0
Date: February 1, 2026
Coverage: Client App + Staff App
Purpose: Manual QA and Regression Testing

---

📋 TABLE OF CONTENTS

1. Feature-Level QA Checklist
   • Client App Features
   • Staff App Features
2. Cross-Application Test Scenarios
3. Shared Infrastructure Validation
4. Regression & Release Checklist

---

1️⃣ FEATURE-LEVEL QA CHECKLIST

CLIENT APP FEATURES

---

📱 CLIENT-001: Authentication

Applications: Client
Entry Points:

• Launch app → Get Started → Sign In
• Launch app → Get Started → Sign Up

Happy Path Test Cases:

• Sign in with valid email and password displays home dashboard
• Sign up with business details creates account and navigates to home

Validation & Error States:

• Invalid email format shows validation error
• Incorrect password shows authentication error
• Weak password in sign-up shows strength requirements
• Duplicate email in sign-up shows "already registered" error
• Empty fields show required field errors

Loading & Empty States:

• Loading spinner displays during authentication
• OAuth redirect shows appropriate loading state

---

📱 CLIENT-002: Home Dashboard

Applications: Client
Entry Points:

• Home tab (bottom navigation)

Happy Path Test Cases:

• Dashboard displays current day coverage widget
• Spending analytics widget shows correct totals
• Recent reorders display completed shift roles
• Quick action buttons navigate to correct features
• Drag-and-drop widget reordering works correctly

Validation & Error States:

• Empty state shows "No data available" when no orders exist

Loading & Empty States:

• Empty coverage shows "No shifts today"
• Empty reorders shows "No recent orders"

---

📱 CLIENT-003: Create Order

Applications: Client
Entry Points:

• Home → Create Order button
• Orders tab → + FAB button
• Order type → One-Time

Happy Path Test Cases:

• Order type selection displays.
• Hub selection shows list of business hubs
• Role selection displays vendor roles
• Position quantity can be incremented/decremented (min 1)
• Date picker displays correct calendar
• Time pickers show valid time ranges
• Break duration affects total hours calculation
• Cost preview calculates correctly (rate × positions × hours)
• Order submission creates order, shift, and shift roles
• Success confirmation displays after submission
• New order appears in View Orders list

Validation & Error States:

• Empty hub field shows validation error
• Empty role field shows validation error
• Zero positions shows validation error
• Invalid date (past) shows validation error
• Start time after end time shows validation error
• Missing required fields prevent submission
• Backend validation errors display appropriately

Loading & Empty States:

• Hub list shows "No hubs" if none exist
• Role list shows "No roles" if none configured
• Loading spinner displays during submission
• Submission progress indicator updates

---

📱 CLIENT-004: View Orders

Applications: Client
Entry Points:

• Orders tab (bottom navigation)

Happy Path Test Cases:

• Orders list displays orders for selected date
• Calendar date selection updates order list
• Each order card shows hub name and address
• Each order card shows shift time range
• Each order card shows role positions (filled/total)
• Each order card shows hourly rate and total cost
• Accepted applications section displays confirmed staff
• Staff names and photos display correctly
• Order list scrolls smoothly with many orders

Validation & Error States:

• Invalid date selection shows error

• Missing staff data shows placeholder

Loading & Empty States:

• Empty date shows "No orders for this date"
• Empty accepted applications shows "No confirmed staff"

---

📱 CLIENT-005: Coverage Monitoring

Applications: Client
Entry Points:

• Coverage tab (bottom navigation)

Happy Path Test Cases:

• Coverage overview displays current date
• Coverage stats show needed/confirmed/checked-in counts
• Shift cards display hub name and time range
• Worker cards show staff name and photo
• Check-in status indicators update correctly (late, en-route, checked-in)
• Late workers display with warning indicator
• Coverage progress bar updates correctly

Validation & Error States:

• Missing worker photo shows default avatar

Loading & Empty States:

• Empty coverage shows "No shifts today"
• No workers show "No staff assigned"

State Persistence:

• Coverage data refreshes automatically every X minutes
• Manual refresh via pull-to-refresh gesture

Backend Dependency Validation:

• listShiftRolesByBusinessAndDateRange returns shift requirements
• listStaffsApplicationsByBusinessForDay returns staff status
• Attendance status correctly mapped from backend

---

📱 CLIENT-006: Billing & Invoices

Applications: Client
Entry Points:

• Billing tab (bottom navigation)

Happy Path Test Cases:

• Current bill amount displays correctly
• Pending invoices list shows open invoices
• Invoice history shows paid invoices
• Savings amount displays correctly
• Spending breakdown shows costs by role
• Period filter (weekly/monthly) updates data
• Invoice detail view shows line items
• Invoice PDF download works (if implemented)

Validation & Error States:

• Zero billing shows $0.00 (not error)
• Negative savings shows correctly
• Missing invoice data shows placeholder

Loading & Empty States:

• Empty pending invoices shows "No pending invoices"
• Empty history shows "No invoice history"
• Empty spending breakdown shows "No spending data"

---

📱 CLIENT-007: Hub Management

Applications: Client
Entry Points:

• Settings → Hubs
• Create Order → Add Hub button

Happy Path Test Cases:

• Hubs list displays all business hubs
• Hub cards show name and full address
• Add hub button opens creation form
• Google Places autocomplete suggests addresses
• Address selection auto-fills all address fields
• Hub name can be customized
• Hub creation adds to list immediately
• Hub deletion removes from list (with confirmation)
• Team entity auto-created for business if missing

Validation & Error States:

• Empty hub name shows validation error
• Empty address shows validation error
• Invalid address format shows error
• Duplicate hub name shows warning
• Hub with active orders prevents deletion (validation error)

Loading & Empty States:

• Empty hubs list shows "No hubs configured"
• Hub creation shows loading spinner

---

📱 CLIENT-008: Settings

Applications: Client
Entry Points:

• Settings (navigation menu)

Happy Path Test Cases:

• User profile displays name and email
• Business name displays correctly
• Hubs link navigates to hub management
• Sign out logs out user and returns to auth screen

Validation & Error States:

• Missing profile photo shows default avatar
• Sign out error shows retry option

Loading & Empty States:

• Profile data loads on page mount

---

📱 CLIENT-009: Client Main Navigation

Applications: Client
Entry Points:

• Main app shell after authentication

Happy Path Test Cases:

• Bottom navigation displays 5 tabs (Home, Coverage, Billing, Orders, Reports)
• Tab selection updates active indicator
• Tab selection navigates to correct feature
• Deep links navigate to correct tab
• Back button navigates correctly within nested routes
• Tab state persists after device rotation

Validation & Error States:

• Invalid route shows 404 or redirects to home
• Reports tab shows placeholder (not yet implemented)

Loading & Empty States:

• Navigation bar displays immediately
• Initial tab loads first

---

STAFF APP FEATURES

---

📱 STAFF-001: Authentication

Applications: Staff
Entry Points:

• Launch app → Get Started → Phone Verification

Happy Path Test Cases:

• Phone number entry accepts valid formats
• OTP sent confirmation displays
• OTP verification succeeds with valid code
• Profile setup wizard displays for new users
• Authenticated users bypass auth and show home

Validation & Error States:

• Invalid phone format shows validation error
• Incorrect OTP shows verification error
• Expired OTP shows re-send option
• Empty fields show required field errors
• Network error displays retry option

Loading & Empty States:

• Loading spinner displays during phone verification
• OTP input shows countdown timer
• Profile setup shows progress indicator

---

📱 STAFF-002: Home Dashboard

Applications: Staff
Entry Points:

• Home tab (bottom navigation)

Happy Path Test Cases:

• Today's shifts display with time and location
• Tomorrow's shifts display correctly
• Recommended shifts show available opportunities
• Shift cards show role, location, and pay rate
• Quick actions navigate to correct features
• Dashboard refreshes on pull-to-refresh

Validation & Error States:

• Missing shift data shows placeholder

Loading & Empty States:

• Empty today's shifts shows "No shifts today"
• Empty recommended shows "No available shifts"

---

📱 STAFF-003: Profile

Applications: Staff
Entry Points:

• Profile tab (bottom navigation)

Happy Path Test Cases:

• Profile displays name, email, phone, and photo
• Statistics show total shifts, ratings, reliability score
• Profile sections list displays all sections
• Section navigation works correctly
• Sign out logs out user and returns to auth screen

Validation & Error States:

• Missing profile photo shows default avatar
• Missing statistics show 0 or default values
• Sign out error shows retry option

Loading & Empty States:

• Profile data loads on page mount

---

📱 STAFF-004: Shifts Management

Applications: Staff
Entry Points:

• Shifts tab (bottom navigation)
• Tab navigation: My Shifts / Available / Pending / Cancelled / History

Happy Path Test Cases:

• My Shifts tab displays assigned shifts
• Available Shifts tab shows open positions
• Pending tab shows applications awaiting approval
• Cancelled tab shows cancelled shifts
• History tab shows past shifts
• Shift detail view displays full information
• Accept shift updates status to confirmed
• Decline shift updates status to declined
• Apply for shift creates application
• Shift cards show time, location, role, and pay

Validation & Error States:

• Empty tabs show appropriate empty state messages
• Already applied shift prevents duplicate application
• Past shifts cannot be applied to
• Cancelled shifts show cancellation reason

---

📱 STAFF-005: Availability Management

Applications: Staff
Entry Points:

• Worker Main → Availability
• Profile → Availability section

Happy Path Test Cases:

• Weekly grid displays Monday-Sunday
• Time slots (Morning/Afternoon/Evening) toggle correctly
• Quick-set buttons work (Weekdays/Weekends/All Week)
• Individual day/slot updates save correctly
• Green checkmarks indicate availability
• Gray states indicate unavailability
• Changes save automatically

Validation & Error States:

• Save failure shows error message

Loading & Empty States:

• Loading spinner displays while fetching availability
• Default state shows all unavailable

---

📱 STAFF-006: Clock In/Out

Applications: Staff
Entry Points:

• Clock In tab (bottom navigation)

Happy Path Test Cases:

• Today's shift displays with clock in button
• Clock in button creates attendance record
• Clock in time displays correctly
• Clock out button appears after clocking in
• Clock out creates end time record
• Total hours calculated correctly
• Attendance status updates immediately

Validation & Error States:

• No shift today shows "No shifts to clock in"

• Already clocked in prevents duplicate clock in

• Clock in outside shift time shows warning

Loading & Empty States:

• Loading spinner displays while fetching shift
• Empty state shows "No shifts scheduled"

---

📱 STAFF-007: Payments

Applications: Staff
Entry Points:

• Payments tab (bottom navigation)

Happy Path Test Cases:

• Payment summary displays total earnings
• Payment history lists all transactions
• Payment cards show amount, date, and status
• Payment detail view shows breakdown
• Filter by date range works correctly

Validation & Error States:

• Zero earnings show $0.00 (not error)
• Missing payment data shows placeholder

Loading & Empty States:

• Empty history shows "No payment history"

---

📱 STAFF-008: Personal Info (Onboarding)

Applications: Staff
Entry Points:

• Profile → Personal Info
• Onboarding wizard

Happy Path Test Cases:

• Form displays current profile data
• Name field allows text input
• Email field validates email format
• Phone field validates phone format
• Photo upload works correctly
• Preferred locations multi-select works
• Save button updates profile

Validation & Error States:

• Empty required fields show validation errors

• Invalid email format shows error

• Invalid phone format shows error

• Photo upload failure shows error

Loading & Empty States:

• Form loads with skeleton placeholders
• Photo upload shows progress indicator
• Save button shows loading spinner

---

📱 STAFF-009: Emergency Contact (Onboarding)

Applications: Staff
Entry Points:

• Profile → Emergency Contact
• Onboarding wizard

Happy Path Test Cases:

• Contact list displays all contacts
• Add contact button opens form
• Contact form validates name and phone
• Relationship dropdown shows options (Family/Spouse/Friend/Other)
• Remove contact deletes from list
• Save updates all contacts
• Multiple contacts supported

Validation & Error States:

• Empty name shows validation error
• Invalid phone format shows error
• At least one contact required (if applicable)

Loading & Empty States:

• Loading spinner displays while fetching contacts
• Empty state shows "No emergency contacts"
• Save button shows loading spinner

---

📱 STAFF-010: Experience & Skills (Onboarding)

Applications: Staff
Entry Points:

• Profile → Experience
• Onboarding wizard

Happy Path Test Cases:

• Industries multi-select displays options
• Skills multi-select displays options
• Selected items show checkmarks
• Deselection removes items
• Save updates profile

Validation & Error States:

• At least one industry required (if applicable)
• At least one skill required (if applicable)

Loading & Empty States:

• Loading spinner displays while fetching data
• Save button shows loading spinner

---

📱 STAFF-012: Bank Account (Finances)

Applications: Staff
Entry Points:

• Profile → Bank Account

Happy Path Test Cases:

• Account list displays all accounts
• Add account button opens form
• Form validates routing and account numbers
• Account type dropdown shows options (Checking/Savings)
• First account auto-sets as primary
• Save adds account to list
• Primary account indicator displays

Validation & Error States:

• Empty routing number shows validation error
• Invalid routing number format shows error
• Empty account number shows validation error
• Invalid account number format shows error
• Duplicate account shows warning

Loading & Empty States:

• Loading spinner displays while fetching accounts
• Empty state shows "No bank accounts"
• Save button shows loading spinner

State Persistence:

• Accounts persist after save
• Account list refreshes after addition

Backend Dependency Validation:

• getAccountsByOwnerId fetches staff accounts
• createAccount creates new account
• First account auto-flagged as primary

---

📱 STAFF-013: Time Card History (Finances)

Applications: Staff
Entry Points:

• Profile → Time Card

Happy Path Test Cases:

• Time card list displays all records
• Each card shows shift details (date, time, location)
• Each card shows clock in/out times
• Each card shows total hours worked
• Scrolling loads more records (pagination)

Validation & Error States:

• Missing attendance data shows "Not recorded"

Loading & Empty States:

• Empty state shows "No time card history"

---

📱 STAFF-014: Tax Forms (Compliance)

Applications: Staff
Entry Points:

• Profile → Tax Forms

Happy Path Test Cases:

• Forms list displays required forms (I-9, W-4)
• Form status shows completed/incomplete
• I-9 form opens editor
• I-9 form validates all fields
• W-4 form opens editor
• W-4 form validates all fields
• Form submission updates status to completed
• Completed forms show edit option

Validation & Error States:

• Empty required fields show validation errors
• Invalid SSN format shows error
• Invalid date format shows error
• Signature required validation

Loading & Empty States:

• Loading spinner displays while fetching forms
• Form editor loads with skeleton placeholders
• Save button shows loading spinner

---

📱 STAFF-017: Staff Main Navigation

Applications: Staff
Entry Points:

• Main app shell after authentication

Happy Path Test Cases:

• Bottom navigation displays 5 tabs (Shifts, Payments, Home, Clock In, Profile)
• Tab selection updates active indicator
• Tab selection navigates to correct feature
• Deep links navigate to correct tab and nested route
• Back button navigates correctly within nested routes
• Tab state persists after device rotation
• Nested routes (onboarding, emergency-contact, etc.) accessible

Validation & Error States:

• Invalid route shows 404 or redirects to home
• Navigation errors log appropriately

Loading & Empty States:

• Navigation bar displays immediately
• Initial tab loads first

State Persistence:

• Active tab persists after app background → foreground
• Tab state resets to home on app restart

Backend Dependency Validation:

• No direct backend calls (navigation only)

---

2️⃣ CROSS-APPLICATION TEST SCENARIOS

Scenario 1: Order Creation → Staff Application Flow

Preconditions:

• Client user authenticated
• Staff user authenticated
• At least one hub configured

Steps:

1. CLIENT APP:

   • Create one-time order with specific hub, role, date, and time
   • Verify order appears in View Orders list
   • Verify shift shows as unfilled (0/X positions)

2. STAFF APP:

   • Open Shifts tab → Available tab
   • Verify new shift appears in available list
   • Verify shift details match order (hub, role, time, pay)
   • Apply for shift position

3. CLIENT APP:

   • Refresh View Orders
   • Verify shift shows pending application (0/X filled, pending)

4. STAFF APP:

   • Verify application appears in Pending tab
   • Verify shift removed from Available tab

Expected Results:

• ✅ Order created in Client appears in Staff Available Shifts
• ✅ Application in Staff shows pending in both apps
• ✅ Shift counts update correctly in real-time

---

Scenario 2: Shift Acceptance → Coverage Tracking

Preconditions:

• Scenario 1 completed (pending application exists)

Steps:

1. STAFF APP:

   • Go to Shifts → Pending tab
   • Accept pending shift assignment

2. CLIENT APP:

   • Refresh View Orders
   • Verify shift shows as filled (1/X positions)
   • Verify staff name and photo appear in accepted applications
   • Navigate to Coverage tab
   • Verify shift appears with assigned staff

3. STAFF APP:

   • Verify shift moved from Pending to My Shifts tab
   • Verify shift appears on Home dashboard

Expected Results:

• ✅ Accepted shift reflects in Client orders immediately
• ✅ Staff appears in Coverage monitoring
• ✅ Shift moves to My Shifts in Staff app

---

Scenario 3: Clock In → Real-Time Coverage Update

Preconditions:

• Scenario 2 completed (staff has accepted shift)
• Current date/time is during shift window

Steps:

1. STAFF APP:

   • Navigate to Clock In tab
   • Verify today's shift displays
   • Click Clock In button
   • Verify clock in time recorded

2. CLIENT APP:

   • Navigate to Coverage tab
   • Verify staff status changed to "Checked In"
   • Verify check-in time displays
   • Verify coverage stats updated (checked-in count incremented)

3. STAFF APP:

   • Wait until shift end time
   • Click Clock Out button
   • Verify clock out time recorded

4. CLIENT APP:

   • Refresh Coverage tab
   • Verify staff status changed to "Completed"

5. STAFF APP:

   • Navigate to Time Card
   • Verify attendance record appears with correct times and hours

Expected Results:

• ✅ Clock in updates Coverage status in Client
• ✅ Clock out completes attendance record
• ✅ Time card displays correct hours in Staff app
• ✅ Coverage monitoring reflects real-time status

---

Scenario 4: Hub Creation → Order Placement

Preconditions:

• Client user authenticated
• No existing hubs

Steps:

1. CLIENT APP:

   • Navigate to Settings → Hubs
   • Verify empty state "No hubs configured"
   • Click Add Hub button
   • Enter hub name and use Google Places autocomplete
   • Select address from suggestions
   • Verify address fields auto-filled
   • Save hub

2. CLIENT APP:

   • Navigate to Create Order
   • Verify new hub appears in hub selection list
   • Select new hub and complete order creation

3. STAFF APP:

   • Navigate to Shifts → Available
   • Verify shift shows correct hub name and address

Expected Results:

• ✅ Hub created in Settings appears in order creation
• ✅ Hub address propagates to shift details in Staff app

---

Scenario 5: Shift Cancellation → Staff Notification

Preconditions:

• Staff has accepted shift assignment

Steps:

1. CLIENT APP:

   • Navigate to View Orders
   • Select order with assigned staff
   • Cancel shift (if feature exists) or delete order

2. STAFF APP:

   • Refresh Shifts tab
   • Verify shift moved to Cancelled tab
   • Verify shift removed from My Shifts
   • Verify cancellation reason displays

3. STAFF APP:

   • Verify shift removed from Home dashboard

Expected Results:

• ✅ Cancelled shift moves to Cancelled tab
• ✅ Shift removed from active assignments
• ⚠️ Requires clarification: Cancellation feature may not be fully implemented

---

Scenario 6: Authentication State Sharing

Preconditions:

• Neither app authenticated

Steps:

1. CLIENT APP:

   • Sign in with email/password
   • Verify Firebase Auth token generated

2. STAFF APP:

   • Launch app
   • Verify Staff app requires separate authentication
   • Verify Client session does not carry over

3. CLIENT APP:

   • Sign out

4. STAFF APP:

   • Verify Staff app session persists (independent)

Expected Results:

• ✅ Client and Staff apps maintain independent auth sessions
• ✅ Signing out of one app does not affect the other

---

Scenario 7: Data Created in Client → Visible in Staff

Preconditions:

• Client creates multiple orders

Steps:

1. CLIENT APP:

   • Create 5 orders on different dates
   • Create 3 orders on same date with different hubs

2. STAFF APP:

   • Navigate to Shifts → Available
   • Verify all 8 shifts appear
   • Verify date grouping correct
   • Verify hub addresses correct
   • Apply for 2 shifts

3. CLIENT APP:

   • Navigate to View Orders
   • Verify 2 shifts show pending applications
   • Navigate to Coverage
   • Verify 0 checked-in (pending acceptance)

Expected Results:

• ✅ All orders visible in both apps
• ✅ Application states sync correctly
• ✅ Data consistency maintained across apps

---

Scenario 8: Role-Based Access Differences

Preconditions:

• Client user authenticated
• Staff user authenticated

Steps:

1. CLIENT APP:

   • Navigate to Billing
   • Verify billing data displays (Client-only feature)
   • Navigate to Create Order
   • Verify order creation available (Client-only feature)

2. STAFF APP:

   • Verify no Billing tab exists
   • Verify no Create Order feature
   • Navigate to Availability
   • Verify availability editing available (Staff-only feature)

3. CLIENT APP:

   • Verify no Availability feature exists
   • Verify no Clock In feature exists

Expected Results:

• ✅ Client app has business management features (orders, billing, hubs)
• ✅ Staff app has worker features (availability, clock in, payments)
• ✅ No feature overlap or unauthorized access

---