Loading…

Primary click: open New menu. Plus badge opens the full menu. Long-press a menu item (or right-click) to pin your default. Desktop: double-click for this help.

Test plans

WinningTeam owner/admin — compose QA plans for the agent (Dev | Stage | Prod). Online only.

Test ID

Assigned on first save (TP-YYYY-DDD-N, UTC)

Application (required)

Stage: https://stage.winningcrm.com — Internet stage alias; -dev.N builds OK.

Suites

Smoke = short shell + dual-read checks. Regression = desktop/mobile happy paths. Full = edges, unlink, sales-rep toggle, offline writes.

Modules
Just released (release batches)

No release batches loaded (or none for this org).

run-test-plan: active (save & set Active first)

Agent will run

Test plan → Stage (https://stage.winningcrm.com) · code-tests · regression-manual · depth:regression · tasks:[code-tests → manual-tests]

  1. code-tests
  2. manual-tests

Application: Stage

  • Base URL: https://stage.winningcrm.com
  • Manual depth: regression
  • All browser checks run against this application only.

Code tests

  • pnpm --filter winningcrm typecheck
  • pnpm --filter winningcrm test
  • pnpm --filter @workspace/crm-commands test

Regression — desktop happy path

  • Desktop ≥1280px: login (if needed) → dashboard KPI drill.
  • Leads browse/filter → open lead drawer → edit path (no denorm person fields).
  • Opportunities browse → open opportunity drawer; dual-read labels when linked.
  • Actions smart filter → complete or defer one action; dual-read lead labels.
  • Voice history open session drawer.
  • Send feedback entry from account menu.
  • /test footer version + gitSha when relevant.
  • Desktop chrome: sidebar (Leads, Opportunities, Clients, Contacts, Reports, Feedback, Team), omnisearch, account menu.

Regression — mobile happy path

  • Mobile 375px: tab through Dashboard / Leads / Actions / Voice.
  • More sheet (Opportunities/Clients/Contacts when present) + Help; Account send feedback (drawer clears tab bar).
  • Leads row → lead drawer clearance; + New Lead path.
  • Hold to speak FAB / mic affordance.
  • Pinned lead chip + footer offline/connectivity status.