Onboarding Test Plan
Formal QA pack for rehearsing GrabMe onboarding across lifecycle gates, roles, live integration readiness, and client-facing locked states.
Test plan
GrabMe onboarding flow, role flows, lifecycle rehearsal, and evidence checklist.
Role matrix
Owner, admin, developer, finance, legal, client, and viewer access expectations.
Internal pilot score
Readiness based on integration, lifecycle, and blocker status.
Critical blockers
Live integration, launch balance, production auth, and access-test gates.
Test Pack Documents
Formal operating documents created for Sprint 0.2.
docs/GRABME_ONBOARDING_TEST_PLAN.md
docs/ROLE_ACCESS_MATRIX.md
docs/CLIENT_ONBOARDING_SCRIPT.md
docs/BUG_REPORT_TEMPLATE.md
docs/INTERNAL_PILOT_CHECKLIST.md
Role Access Matrix Summary
Use the full matrix document for route-by-route role testing.
Owner/Admin
Can test every route, lifecycle control, setting, and admin override state.
Project Manager
Can coordinate contracts, delivery, approvals, meetings, files, and support.
Developer
Can validate Development, GitHub, Files, Meetings, and Support without finance/legal control.
Finance/Legal
Finance validates invoices/payments; Legal validates contracts, signatures, and approvals.
Client Admin/Member
Sees locked states until signature, payment, QA, and handover gates are satisfied.
Viewer
Can inspect allowed records without mutation actions.
Lifecycle Test Checklist
End-to-end GrabMe journey from pending signature through handover.
1. Create real GrabMe workspace
Confirm production workspace record, memberships, and module configuration.
2. Start pending signature
Current lifecycle is Pending Signature.
3. Upload agreement
Use Files/Contracts upload path or demo upload placeholder.
4. Send agreement through Zoho Sign
Use Zoho Sign placeholder or live-ready flow after legal approval.
5. Mark contract executed
Verify invoice and payment request gates unlock.
6. Create or request invoice
Confirm Stripe, Zoho Books, and bank transfer states are visible.
7. Mark first payment received
Verify Development, GitHub, Files, Meetings, Activity, and Notifications unlock.
8. Verify GitHub sync
Use live read-only sync when configured or mock sync in demo mode.
9. Upload project files
Confirm file appears and demo/local persistence message is clear.
10. Add meeting notes
Record decisions and action items for the onboarding review.
11. Request approval
Confirm approval state transitions and notifications.
12. Mark QA active
Verify QA and Deployment unlock.
13. Validate launch balance gate
Launch remains blocked until the applicable active contract balance is paid in full.
14. Mark handover complete
Verify Maintenance and Support unlock.
Integration Readiness Checklist
Live connections still preserve demo fallback until configured.
Supabase
Database credentials and service role are present.
Storage buckets
Create buckets and configure Supabase storage env before live uploads.
GitHub
Read-only GitHub synchronization credentials are present.
Stripe
Stripe secret, payment link, and webhook secret are present.
Zoho Books
Invoice sync remains placeholder until Zoho Books credentials are configured.
Zoho Sign
Signature flow remains demo/live-ready until Zoho Sign credentials are configured.
Critical Blockers
These items must be cleared, accepted, or explicitly deferred before inviting GrabMe.
Live integrations pending
Supabase, storage, Stripe, Zoho Books, Zoho Sign, and GitHub must be configured before full live onboarding.
Production authentication
Demo auth remains enabled; keep it until production auth and role access are verified.
Role access test
Run owner/admin, developer, client admin, finance, and viewer flows before inviting GrabMe.
Launch balance gate
$45,000 remains outstanding; launch must stay blocked.
Lifecycle State Reference
Current state: Pending Signature.
Ready For Internal Pilot Score
Score improves as live integrations, lifecycle tests, and blockers move from manual review to ready.
Score
25%
Ready checks
6
Manual checks
14
Blocked checks
4
Next Test Actions
Run these before Release 22 messaging work begins.