Programs & Services Module

ABC Programs & Services E2E Test Scripts

Comprehensive end-to-end test coverage for AQC Accreditation, STEP Safety, Beam Club, Start-Up Contractor, 15-for-12 Prorate, and Find-a-Contractor programs.

Flow 1: AQC National Accreditation
Tests for syncing AQC accreditation data from National SQL, displaying on Chapter Site company profiles and Portal with badge support.
Multi-Tenant Data Sync National Integration
TC-1.1 AQC Data Sync from National SQL HYBRID
E2E-1 > TC-1.1
Easy 12 min
Preconditions
  • National SQL database contains test company with AQC accreditation record (Year, Level)
  • Webhook payload inbound receiver is functional
  • Chapter database is clean (no prior AQC data for test company)
✓
Trigger data sync from National SQL (manual sync or scheduled job). Verify webhook processes incoming AQC payload with company ID, accreditation year, and level.
Expected: Webhook receives payload, logs successful processing, status = 200 OK.
✓
Query chapter database Programs_AQC table. Verify record created with: CompanyID, AccreditationYear, Level.
Expected: Record present in database with correct values synced from National.
✓
Run sync again with updated AQC level. Verify existing record is updated (not duplicated).
Expected: Record modified in place, no duplicate entries.
Notes

This test validates the ETL flow end-to-end. Requires coordination with National to seed test data. Webhook retry logic should be tested separately.

TC-1.2 Chapter Site - Display AQC on Company Profile MANUAL
E2E-1 > TC-1.2
Easy 10 min
Preconditions
  • Chapter Site is deployed and accessible
  • Company record exists with synced AQC data (from TC-1.1)
  • Logged in as chapter admin or with viewing permissions
✓
Navigate to Company Profile page for test company. Locate Programs & Accreditations section.
Expected: Section visible with AQC accreditation entry.
✓
Verify AQC displays with: Accreditation Year (e.g., 2024), Level (e.g., Gold). Verify fields are read-only (no edit option).
Expected: Data displayed correctly, no edit button or input field visible.
✓
For company with no AQC history, verify "No AQC history" message appears instead of accreditation data.
Expected: Placeholder message visible on profile with no AQC data.
✓
Verify "Apply for AQC" link or button is present for companies without current accreditation.
Expected: Link visible, click-able, navigates to AQC application form or external link.
Notes

Chapter Site is public-facing; test on both logged-in and guest scenarios if applicable. Verify responsive design on mobile.

TC-1.3 Portal - AQC Display & Badge MANUAL
E2E-1 > TC-1.3
Easy 8 min
Preconditions
  • Portal is deployed and accessible
  • User logged in with a company that has current AQC accreditation (current year)
  • Test also with a company that does not have AQC or accreditation is expired
✓
Log in to Portal. Navigate to Company Profile. Verify AQC accreditation data displays in Programs section.
Expected: AQC data (Year, Level) visible on profile.
✓
For company with current year AQC, verify AQC badge appears (e.g., "AQC 2024 - Gold") on company dashboard or profile header.
Expected: Badge displayed prominently with year and level.
✓
Switch to company with expired AQC (e.g., year < current year). Verify badge disappears and accreditation shows as historical only.
Expected: Badge not displayed, accreditation marked as expired or archival.
✓
For company with no AQC, verify no badge appears and no accreditation section is shown or shows empty state.
Expected: No badge, empty or "N/A" message for AQC section.
Notes

Badge display logic depends on current date. Test with date manipulation in staging if needed. Verify badge styling matches design system.

Flow 2: STEP Safety Program
Tests for STEP Safety program data sync, chapter and portal display, badge support, and reporting interface with filtering and exports.
Multi-Tenant Data Sync & Reporting Safety Program
TC-2.1 STEP Data Sync from National SQL HYBRID
E2E-2 > TC-2.1
Easy 15 min
Preconditions
  • National SQL database contains STEP records for test company with multiple years
  • Webhook receiver functional
  • Chapter database clean for test company STEP data
✓
Trigger STEP data sync from National SQL. Verify webhook processes payload with all required data points per year:
Expected: Year, Level, Date Submitted, Status, Date Verified all sync correctly for first record.
✓
Query chapter database Programs_STEP table. Verify all 5 fields populated for first year record: CompanyID, Year, Level, DateSubmitted, Status, DateVerified.
Expected: All fields present and populated with correct values from National.
✓
Verify multi-year records sync. Check that Company X has STEP data for Year 2022, 2023, 2024 all synced to local database.
Expected: Multiple year records exist, each with distinct Year and corresponding data points.
✓
Update STEP record in National (e.g., status change). Re-sync and verify local database record updated, not duplicated.
Expected: Updated record reflects change, no duplicate entries.
Notes

STEP data is multi-year. Ensure sync logic handles year-based keys correctly. Test both initial load and incremental updates.

TC-2.2 Chapter Site - Display STEP on Company Profile MANUAL
E2E-2 > TC-2.2
Easy 12 min
Preconditions
  • Chapter Site deployed and accessible
  • Company record with synced STEP data (multi-year from TC-2.1)
  • Logged in with viewing permissions
✓
Navigate to Company Profile. Locate STEP Safety Program section.
Expected: Section visible with STEP entries.
✓
Verify STEP data is read-only (no edit option). Verify multi-year history displays with Year, Level, Status for each entry.
Expected: Data shown, all years visible, no edit buttons.
✓
For company with no STEP history, verify "No STEP History" message displays.
Expected: Placeholder message shown instead of blank section.
Notes

Test with company having 1, 3, and 5+ years of STEP data to verify layout scales properly.

TC-2.3 Portal - STEP Display & Badge MANUAL
E2E-2 > TC-2.3
Easy 10 min
Preconditions
  • Portal deployed and accessible
  • User logged in with company having STEP data (multi-year with verified records)
  • Test also with company having no STEP or unverified status
✓
Log in to Portal. Navigate to Company Profile. Verify STEP data displays in Programs section with all years shown.
Expected: STEP entries visible with Year, Level, Status for each.
✓
Verify STEP badge displays for highest verified level in current year. Badge format: "STEP [Year] - [Level]".
Expected: Badge shown with current year and highest verified level.
✓
Verify "Apply for STEP" link is present for companies without verified STEP in current year.
Expected: Link visible, navigates to STEP application form or external resource.
Notes

Badge logic depends on DateVerified field being populated. Test with verified and unverified records separately.

TC-2.4 STEP Reporting Interface MANUAL
E2E-2 > TC-2.4
Medium 20 min
Preconditions
  • Portal or Admin interface has STEP Reporting section accessible
  • Multiple company STEP records with varied Years, Statuses, and Categories
  • User has Report viewing permissions
✓
Navigate to STEP Reporting Interface. Verify all filter options present: Year From/To, Company Name, Company Status, STEP Status, Category.
Expected: All filter controls visible and interactive.
✓
Filter by Year From: 2024 To: 2024. Verify table shows only 2024 STEP records.
Expected: Table filtered to current year entries only.
✓
Filter by Company Name: "Acme". Verify only companies with "Acme" in name display.
Expected: Table filtered to matching companies.
✓
Verify table columns display: Company Name, Type, Status, Category, STEP Year, Level, Date Submitted, Date Verified, Type of Discount, Submitted By, Email.
Expected: All columns visible with proper headers.
✓
Click "STEP Export" button. Verify Excel file downloads with all filtered records and columns.
Expected: Excel file generated with correct data, named appropriately (e.g., STEP_Report_2024.xlsx).
✓
Click "No STEP Export" button. Verify export shows only companies without verified STEP in filtered period. Verify associate members are excluded.
Expected: Export contains only eligible companies (non-associates without STEP).
Notes

Associate member exclusion is critical for reporting accuracy. Test both export functions to ensure correct filtering. Verify Excel column order matches report design.

Flow 3: Beam Club - Sponsor Management
Tests for assigning/modifying sponsors on company records, archiving, point accrual conditions, and automatic award level assignment.
Chapter-Level Points & Awards Sponsor Logic
TC-3.1 Assign/Modify Sponsors on Company Record MANUAL
E2E-3 > TC-3.1
Easy 10 min
Preconditions
  • Portal or Admin interface accessible
  • Beam Club feature enabled in chapter settings
  • Test company record open for editing
  • Multiple available sponsor individuals in system
✓
On Company Record, locate Beam Club Sponsors section. Click "Add Sponsor" button.
Expected: Sponsor selection modal or dropdown appears.
✓
Select individual sponsor and assign point allocation: 1.0 (full company sponsor). Verify first sponsor saved successfully.
Expected: Sponsor appears in table with 1.0 point allocation.
✓
Add second sponsor with allocation 0.5 (half-point sponsor). Verify system allows up to 2 sponsors per company.
Expected: Second sponsor added with 0.5 allocation. Total allocation = 1.5 points possible per invoice.
✓
Attempt to add third sponsor. Verify system prevents addition and shows error message: "Maximum 2 sponsors per company".
Expected: Error displayed, third sponsor not saved.
✓
Modify first sponsor's allocation from 1.0 to 0.5. Save changes and verify update reflected in record.
Expected: Allocation updated successfully.
Notes

Point allocations (1.0 vs 0.5) determine how many points are awarded per paid invoice. Verify arithmetic in subsequent invoice processing.

TC-3.2 Archive Previous Sponsors MANUAL
E2E-3 > TC-3.2
Easy 8 min
Preconditions
  • Company record with existing active and historical sponsors
  • Portal or Admin interface accessible
✓
In Beam Club Sponsors section, locate sponsor to archive (e.g., sponsor no longer active). Click "Archive" button on that row.
Expected: Archive button visible and clickable.
✓
Confirm archive action. Verify archived sponsor moves to separate Archived Sponsors section or tab, remains read-only.
Expected: Sponsor no longer in active list, appears in archived history.
✓
Verify archived sponsor retains points already awarded (points not removed or zeroed). Verify no new points accrued for archived sponsor.
Expected: Historical points preserved, no future accrual.
✓
Verify archived entry shows dates active (From/To dates) and is read-only (no edit option).
Expected: Archived sponsor displays with tenure dates, no edit controls.
Notes

Archive is a soft delete; data preserved for reporting. Distinguish from permanent deletion. Test that individual's Beam Club tab reflects correct points when sponsors archived.

TC-3.3 Point Accrual Conditions HYBRID
E2E-3 > TC-3.3
Medium 15 min
Preconditions
  • Company with assigned sponsors and point allocation
  • Invoice processing system functional
  • Access to database to verify point calculation
  • Company must be Active member (not prospect) for normal point accrual
✓
Verify accrual only occurs when ALL three conditions met: 1) Active member status, 2) Paid invoice processed, 3) Sponsor designated.
Expected: Points awarded only when all conditions true.
✓
Test scenario: Process paid invoice for Active company with sponsor assigned (1.0 allocation). Verify sponsor individual receives 1 point.
Expected: 1 point added to sponsor's total.
✓
Test scenario: Process paid invoice for Prospect member with sponsor assigned. Verify NO points awarded to sponsor (prospect status blocks accrual).
Expected: Points not awarded until prospect converts to member.
✓
Test scenario: Prospect member converted to Active member. Process first paid invoice. Verify points awarded retroactively or on next invoice (per business rule).
Expected: Points awarded according to conversion timing.
✓
Test scenario: Company with 0.5 allocation sponsor. Process paid invoice. Verify sponsor receives 0.5 points (half-sponsor allocation).
Expected: 0.5 points added to sponsor's total.
Notes

Point accrual is tied to invoice payment, not invoice creation. Ensure invoice status = "Paid" triggers accrual. Test with database queries to validate point totals.

TC-3.4 Automatic Award Level Assignment HYBRID
E2E-3 > TC-3.4
Medium 18 min
Preconditions
  • Multiple test sponsor individuals with point balances
  • Access to database for verification
  • Invoice processing system functional
  • Beam Club award levels configured: 5, 10, 15, 25, 50, 100 points
✓
Verify 6 award levels and thresholds configured in system: Bronze (5 pts), Silver (10 pts), Gold (15 pts), Platinum (25 pts), Diamond (50 pts), Elite (100 pts).
Expected: All thresholds accessible in admin or database.
✓
Assign points to sponsor to reach exactly 5 points. Verify sponsor automatically assigned to Bronze level. Check sponsor record or Beam Club tab for level display.
Expected: Level = Bronze, displays on individual record and Portal.
✓
Add points to bring sponsor to 15 points total. Verify level automatically upgraded to Gold level.
Expected: Level upgraded automatically, Bronze level superseded.
✓
Continue accumulating points to 50 points. Verify level = Diamond.
Expected: Diamond level assigned automatically.
✓
Test edge case: Sponsor with 4.9 points (just under Bronze). Verify no level assigned (or level = None/Unclassified).
Expected: Sponsor not eligible for any level until 5 points reached.
✓
Test inactive individual: Mark sponsor individual as inactive. Even if points = 50, verify level assignment does NOT occur or is suspended.
Expected: Inactive individual not eligible for level award.
✓
Test dropped company: Associate a sponsor to a company that is then dropped (status = Dropped). Verify no new points awarded and level assignment blocked for dropped company sponsors.
Expected: Dropped company sponsors excluded from level awards.
Notes

Level assignment is automatic and should update in real-time or via batch job. Test with database queries to confirm level field updated. Verify status checks (active/inactive, member/dropped) prevent false awards.

Flow 4: Beam Club - Individual & Reporting
Tests for individual Beam Club records, chapter and national reporting interfaces with filtering, editing, and Excel exports.
Chapter + National Reporting & Fulfillment Award Tracking
TC-4.1 Individual Record - Beam Club Tab MANUAL
E2E-4 > TC-4.1
Easy 12 min
Preconditions
  • Individual with Beam Club points and sponsors assigned
  • Portal or Admin accessible
  • Individual record open
✓
Navigate to Individual Record. Click Beam Club tab. Verify displays: Total Points, Current Level, T-Shirt Size.
Expected: Tab visible with key metrics displayed.
✓
Verify Companies Sponsored table displays with columns: Company Name, Award Year, Point Allocation, Status (Active/Archived).
Expected: Table shows all companies sponsored with relevant details.
✓
Verify Archived Sponsors History section shows companies no longer sponsored, with dates and points earned.
Expected: Archive section displays read-only historical data.
✓
Verify Prior Points Entry field present (for manual point adjustments). Verify user can enter note for adjustment reason.
Expected: Entry field and note field visible for admin use.
✓
Verify T-Shirt Size field editable. Set size (e.g., Large). Save and verify updated on record.
Expected: T-shirt size saved and persisted.
✓
Verify "Include prospects" filter checkbox. When unchecked, prospect-status companies should not count toward points. Check box and verify points recalculated if applicable.
Expected: Filter toggles prospect-based points in display/calculation.
Notes

Individual Beam Club tab is the primary view for sponsor and point tracking. Verify points calculation matches invoice processing. T-shirt size needed for award fulfillment.

TC-4.2 Chapter Beam Club Interface MANUAL
E2E-4 > TC-4.2
Medium 15 min
Preconditions
  • Chapter portal or admin accessible
  • Multiple sponsors with various award levels and fulfillment statuses
  • User has Beam Club reporting permissions
✓
Navigate to Chapter Beam Club reporting interface. Verify grid displays all sponsors in chapter with columns: Name, Award Level, Points, T-Shirt Size, Fulfillment Status.
Expected: Grid visible with all data columns.
✓
Verify filter controls available: Award Level, Point Range, Fulfillment Status, Active checkbox.
Expected: All filters visible and functional.
✓
Filter by Award Level = Diamond. Verify only Diamond-level sponsors display.
Expected: Grid filtered to Diamond level only.
✓
Filter by Point Range: 10-25. Verify sponsors with points between 10-25 inclusive display.
Expected: Range filter applied correctly.
✓
Click "Excel All" button. Verify Excel download with all sponsors and current filter applied.
Expected: Excel file generated with filtered data.
✓
Click "Excel All Detail" button. Verify export includes additional detail columns (e.g., Company sponsors, historical points, notes).
Expected: Detailed Excel export with extended columns.
✓
Click sponsor row or name to open Sponsor Detail View. Verify detail shows all sponsor info: Companies sponsored, point breakdown, fulfillment history.
Expected: Detail modal or page opens with comprehensive sponsor information.
Notes

Chapter-level reporting is restricted to chapter's own data. National reporting (Flow 4.3) shows cross-chapter data. Verify Excel exports include proper headers and formatting.

TC-4.3 National Beam Club Interface MANUAL
E2E-4 > TC-4.3
Medium 15 min
Preconditions
  • National Beam Club reporting interface accessible
  • Multi-chapter environment with sponsors in multiple chapters
  • User has National admin permissions
✓
Navigate to National Beam Club interface. Verify cross-chapter sponsor grid displays with column: Chapter, Sponsor Name, Award Level, Points, T-Shirt Size, Fulfillment Status.
Expected: Grid visible with chapter column showing all sponsors across chapters.
✓
Verify Chapter Filter available. Select single chapter (e.g., Chapter A). Verify grid filters to show only that chapter's sponsors.
Expected: Filter applied, only selected chapter's data displayed.
✓
Click sponsor row to view or edit Fulfillment Status field. Verify editable dropdown with states: NULL (Not Ordered), Ordered, Fulfilled.
Expected: Status editable, state transitions allowed (NULL → Ordered → Fulfilled).
✓
Edit sponsor's T-Shirt Size field. Change size (e.g., from Small to Large). Save changes and verify update persisted.
Expected: T-shirt size updated and saved at national level.
✓
Click "Export" button. Verify Excel download with all sponsors (or filtered data) and all columns including fulfillment status and t-shirt size.
Expected: Excel file generated with national-level data.
Notes

National interface aggregates chapter data. Fulfillment Status and T-Shirt Size are editable at national level to coordinate award fulfillment. Verify permissions prevent chapter users from editing.

TC-4.4 Beam Club Data Integrity HYBRID
E2E-4 > TC-4.4
Medium 18 min
Preconditions
  • Access to database for direct verification
  • Multiple sponsors with point transactions
  • Invoice processing system functional
✓
Verify points calculation accuracy: Sponsor A with 2 companies assigned (1.0 and 0.5 allocations). Process 2 paid invoices. Verify total points = 3 (1.0 + 0.5 + 1.0 + 0.5).
Expected: Points calculated correctly with allocation multipliers.
✓
Verify level transitions: Sponsor B starts at 0 points (no level). Accumulate points to 5, verify level = Bronze. Continue to 15, verify level = Gold. Verify no gaps or missing levels.
Expected: Level assigned and updated correctly at each threshold.
✓
Query database: Verify BeamClubPoints and BeamClubLevel tables have correct FK relationships (individual_id → points → level).
Expected: Data relationships intact, no orphaned records.
✓
Export data to Excel from chapter reporting interface. Verify totals match database queries (spot-check 5-10 sponsors). Verify no rounding errors.
Expected: Excel export totals match database.
✓
Verify archiving does not corrupt data: Archive sponsor, verify points remain in historical record. Verify new points do not accrue post-archive. Verify sponsor can be un-archived if needed.
Expected: Archive is reversible, data preserved, no corruption.
Notes

Data integrity tests ensure calculation accuracy and data consistency across the system. Use database tools to verify calculations alongside UI testing. Test with various decimal point allocations.

Flow 5: Start-Up Contractor Program
Tests for chapter-level start-up contractor program settings, company designation, and special dues invoice rules.
Chapter-Level Membership Program Dues Calculation
TC-5.1 Chapter Setting Toggle MANUAL
E2E-5 > TC-5.1
Easy 8 min
Preconditions
  • Chapter admin portal or settings page accessible
  • User has chapter administration permissions
✓
Navigate to Chapter Settings > Membership Programs. Locate "Start-Up Contractor Program" toggle.
Expected: Toggle setting visible.
✓
Enable Start-Up Contractor Program toggle. Save settings. Verify startup-specific fields/sections appear in Company form (Startup Designation field, Year 1 flag, etc.).
Expected: Settings saved, startup fields visible on company records.
✓
Disable Start-Up Contractor Program toggle. Save settings. Verify startup fields/sections hidden or disabled on Company form.
Expected: Settings saved, startup fields hidden.
✓
Re-enable toggle. Verify visibility of startup data for companies previously marked as startups (toggle on/off does not delete data).
Expected: Historical startup designations remain intact when re-enabled.
Notes

Chapter settings control program availability. Toggling should not delete data, only control visibility. Test across multiple company records after toggle change.

TC-5.2 Company Record - Start-Up Contractor Designation MANUAL
E2E-5 > TC-5.2
Easy 8 min
Preconditions
  • Start-Up Contractor Program enabled in chapter settings (from TC-5.1)
  • Company record open for editing
  • User has company edit permissions
✓
On Company form, locate "Start-Up Contractor" checkbox or toggle. Check the box to designate company as startup.
Expected: Checkbox checked, startup field marked.
✓
Save company record. Verify startup designation persisted. Verify "Startup Year" field auto-populated with current year (or allow manual entry).
Expected: Designation saved, Startup Year populated with correct year.
✓
Verify startup badge or indicator appears on company record (e.g., "Startup Contractor - Year 1").
Expected: Visual indicator shows startup status and year.
✓
Uncheck startup designation. Save record. Verify startup status removed and badge disappears.
Expected: Designation removed, no startup indicator shown.
Notes

Startup designation drives special dues invoice logic (Flow 5.3). Verify designation change is auditable. Test with both new and existing companies.

TC-5.3 Dues Invoice Rules HYBRID
E2E-5 > TC-5.3
Medium 18 min
Preconditions
  • Start-Up Contractor Program enabled
  • Invoice generation system functional
  • Multiple startup test companies with different join years
  • Access to invoice calculation engine or database
✓
Scenario: Startup company joins in Year 1. Generate dues invoice for Year 1. Verify invoice rate is discounted rate with credits applied.
Expected: Invoice shows reduced dues amount for Year 1.
✓
Year 1 startup company: Generate renewal invoice for Year 2. Verify invoice rate is same discounted rate with credits applied.
Expected: Year 2 invoice maintains Year 1 discount.
✓
Year 1 startup company: Generate renewal for Year 3 (company is now in Year 3 of membership). Verify invoice calculation is hybrid rate for mid-year joiners (e.g., Feb-Dec joiners pay prorated hybrid).
Expected: Year 3 invoice shows hybrid/proration logic based on join date.
✓
Year 1 startup joined January: Generate Year 3 invoice. Verify rate is full standard rate (Jan joiners pay full rate starting Year 3).
Expected: January joins get standard rate; Feb-Dec gets hybrid/discounted.
✓
Verify invoices are correctly marked with "Start-Up Contractor Year 1" or "Start-Up Contractor Year 2/3" labels for reporting.
Expected: Invoice type/memo identifies startup program year.
Notes

Startup dues rules are complex with join-date-dependent logic. Test with companies joining in different months (Jan, Feb, Aug, Dec) to verify hybrid rate logic. Verify with invoice calculation queries or integration tests.

Flow 6: 15-for-12 Prorate Program
Tests for 15-for-12 program settings, new member prorating, and invoicing validation.
Chapter-Level Membership Prorate Dues Calculation
TC-6.1 Chapter Setting Toggle MANUAL
E2E-6 > TC-6.1
Easy 8 min
Preconditions
  • Chapter admin settings accessible
  • User has chapter admin permissions
✓
Navigate to Chapter Settings > Membership Programs. Locate "15-for-12 Prorate Program" toggle.
Expected: Toggle visible and accessible.
✓
Enable 15-for-12 toggle. Save settings. Verify prorate logic becomes active in invoice generation system.
Expected: Settings saved, prorate logic enabled for new members joining Oct-Dec.
✓
Disable 15-for-12 toggle. Save settings. Verify prorate logic disabled (standard dues apply to all joiners).
Expected: Settings saved, prorate logic disabled.
✓
Re-enable toggle. Verify no impact on existing invoices already generated under prior setting.
Expected: Toggle on/off does not retroactively change prior invoices.
Notes

15-for-12 is independent of Start-Up Contractor. Both programs can be enabled simultaneously with different rules. Verify toggle correctly gates prorate logic in invoice generation.

TC-6.2 New Member Joining Oct/Nov/Dec HYBRID
E2E-6 > TC-6.2
Medium 15 min
Preconditions
  • 15-for-12 Prorate Program enabled in settings
  • Ability to create test companies with specific join dates
  • Invoice generation system functional
✓
Create new company joining on October 15. Generate initial dues invoice. Verify invoice amount is $0 (due to 15-for-12: they get rest of Oct, Nov, Dec + all of next year for full annual fee paid in Jan).
Expected: $0 invoice generated for October joiner.
✓
Create new company joining on November 1. Generate initial dues invoice. Verify invoice amount is $0 (same prorate logic).
Expected: $0 invoice generated for November joiner.
✓
Create new company joining on December 20. Generate initial dues invoice. Verify invoice amount is $0 (prorate logic).
Expected: $0 invoice generated for December joiner.
✓
Verify membership dates are correctly extended: October 2024 joiner should have end date of Dec 2025 (15 months of membership). Check member record for extended dates.
Expected: Membership end date extends 15 months from join date.
Notes

15-for-12 means: join Oct/Nov/Dec → get 15 months for the price of 12 → $0 invoice for first year because cost covered in Jan renewal of following calendar year. Verify membership extension dates are correctly calculated.

TC-6.3 Invoicing Validation HYBRID
E2E-6 > TC-6.3
Medium 15 min
Preconditions
  • Test companies created via TC-6.2 with $0 invoices
  • Invoice records accessible for inspection
  • Membership records accessible
✓
Open $0 invoice generated from TC-6.2. Verify invoice record shows: Amount = $0, Type = "Renewal" or "Membership", Invoice Date = Jan [following year] (or at first renewal trigger).
Expected: Invoice type and amount correctly labeled as renewal, $0 balance.
✓
Verify $0 invoice is flagged as "15-for-12 Prorate" in memo or notes field (for audit trail).
Expected: Invoice includes reference to prorate program.
✓
Distinguish from Start-Up Contractor: Verify company with only 15-for-12 does NOT have discounted Year 1 or Year 2 rates. Verify company with Start-Up Contractor has special Year 1/2 rates (from Flow 5). Verify both programs can coexist on same company.
Expected: Programs apply independently. 15-for-12 = prorate timing; Start-Up = discount rates.
✓
Verify extended membership dates on member record align with 15-for-12 logic. Query member table: Membership end date should be 15 months from join date.
Expected: End date = Join date + 15 months (not 12).
Notes

15-for-12 is a timing and membership extension program, distinct from Start-Up discount rates. Validate extended dates in membership records. $0 invoices are valid and should be marked appropriately in audit logs.

Flow 7: Find-a-Contractor & Cross-Program
Tests for Find-a-Contractor profile sync, browse filters, and cross-program company profile display.
Multi-Tenant External Integration Data Sync
TC-7.1 Find-a-Contractor Profile Sync HYBRID
E2E-7 > TC-7.1
Medium 15 min
Preconditions
  • Portal accessible with company editing permissions
  • FindContractors.com API endpoint functional
  • Test company record with AMS company data
✓
Edit company profile in Portal. Update company information: Name, Address, Phone, Services, License. Save changes.
Expected: Company record updated in AMS database.
✓
Verify data sync webhook or job triggers. Monitor API logs to confirm company data synced to FindContractors.com API endpoint with all updated fields.
Expected: API call successful, payload includes updated company info.
✓
Log in to FindContractors.com (test environment). Search for test company. Verify updated profile visible with synced AMS data.
Expected: Company visible on Find-a-Contractor site with latest data.
✓
Reverse flow: Update company profile on FindContractors.com (e.g., add new service). Verify change syncs back to AMS Portal company record.
Expected: Portal profile updated with Find-a-Contractor changes.
Notes

Find-a-Contractor integration is bi-directional. Changes in Portal should sync to external site and vice versa. Verify sync is near-real-time or within acceptable SLA window.

TC-7.2 Browse Companies - AQC/STEP Filters MANUAL
E2E-7 > TC-7.2
Easy 12 min
Preconditions
  • Chapter Site or Portal Browse Companies page accessible
  • Multiple companies with varied AQC and STEP status
  • Data from Flow 1 (AQC) and Flow 2 (STEP) synced to chapter
✓
Navigate to Browse Companies page. Verify filter options include: "IS AQC", "IS STEP" checkboxes.
Expected: Filter checkboxes visible alongside other filters.
✓
Check "IS AQC" filter (with current year AQC). Verify only companies with active AQC accreditation display.
Expected: Grid filtered to AQC-accredited companies only.
✓
Uncheck "IS AQC". Check "IS STEP" filter (with verified STEP in current year). Verify only STEP-verified companies display.
Expected: Grid filtered to STEP-verified companies only.
✓
Check both "IS AQC" and "IS STEP" filters simultaneously. Verify only companies with both AQC and STEP accreditations display.
Expected: Grid shows intersection (both AQC AND STEP).
✓
Verify default behavior (no filters selected): all companies display regardless of AQC/STEP status.
Expected: No filter = show all companies.
Notes

Filters should check for "current year" accreditation by default. Verify filter logic is AND not OR (both filters selected = both programs required).

TC-7.3 Cross-Program Company Profile View MANUAL
E2E-7 > TC-7.3
Medium 15 min
Preconditions
  • Test company with AQC accreditation (from Flow 1)
  • Same company with STEP verification (from Flow 2)
  • Same company with assigned Beam Club sponsors (from Flow 3)
  • Chapter Site or Portal accessible
✓
Navigate to Company Profile for company with multiple programs (AQC + STEP + Beam Club). Verify all program badges/indicators display on profile.
Expected: All badges visible: AQC badge, STEP badge, Beam Club sponsors indicator.
✓
Verify each program section displays correctly: AQC Accreditation section with Year/Level, STEP Safety Program section with multi-year history, Beam Club Sponsors section with sponsor names and allocations.
Expected: All sections visible and properly formatted with correct data.
✓
Verify data consistency across sections: If AQC year = 2024 and STEP year = 2024, both show 2024. Verify no conflicting or stale data displayed.
Expected: All data aligned with current/same years.
✓
Verify layout and styling: All program sections should have consistent styling (borders, colors, typography). Verify responsive design on mobile (sections stack vertically).
Expected: Professional layout with consistent design across all sections. Mobile-friendly.
✓
Test a company with partial program participation (only AQC, no STEP, no Beam Club). Verify only AQC section displays, other sections either hidden or show "N/A" placeholders.
Expected: Only applicable programs shown, no empty sections for non-participating programs.
Notes

This is the ultimate integration test combining all program modules. Verify that enabling/disabling one program does not break display of others. Test with various combinations of programs to ensure robustness.

ABC Programs & Services Module — E2E Test Scripts | Generated for CHAD2 QA Hub