Onboarding — End-to-End Test Scenarios

Overview

End-to-end test covering the full post-registration onboarding flow — from first login through context approval, strategy approval, and deliverable plan approval to a live dashboard.

Tested via: MCP Playwright browser (real browser, not CLI specs)
Portals: Dashboard (port 3000), Manage (port 3001)
Date verified: 2026-04-10

Prerequisites

Step 0 — Complete self-signup first.
The onboarding flow begins where the signup flow ends. Run Scenario A — Full Happy Path from the self-signup test scenarios doc to create a fresh tenant account before starting here.

• All Docker containers healthy (docker ps)
• All dev servers running (see startup procedure)
• Queue worker running: pnpm --filter api worker
• Scheduler worker running: pnpm --filter @leadmetrics/server-scheduler dev
• Tenant account created via signup (email: moble+signup-a-1@leadmetrics.ai, company: BrightCoral Digital Pvt Ltd)

Actors

Dashboard Stage Reference

The dashboard GettingStartedView shows different content based on the pipeline stage:

Scenario A — Full Happy Path

Step 1 — First Login

1. Navigate to http://localhost:3000/login
2. Enter email: moble+signup-a-1@leadmetrics.ai, password: Password123
3. Click Sign in

Expected:

• Redirected to /dashboard
• GettingStartedView shown at Stage 1
• Banner: “AI agents are working on your account…” (pulsing clock icon if generating, sparkles if not)
• Body: “We’re researching your business and building your strategy. This usually takes 5–15 minutes. You’ll receive an email when it’s ready.”
• 4-step workflow card: Step 1 = “In progress”, Steps 2–4 = upcoming

Step 2 — View Context (While Generating)

1. Navigate to http://localhost:3000/client-info?tab=context

Expected (if agents are still running):

• Blue banner: “AI agents are researching your business. This usually takes 3–8 minutes. The page will update automatically when done.”
• Agent status panel visible with streaming updates

Note: /settings/context redirects to /client-info?tab=context. Both URLs work.

Step 3 — Wait for Context to Complete

Poll /client-info?tab=context (or wait for the context_ready email) until the status changes to completed.

Expected when complete:

• Blue banner disappears
• Amber banner: “Context ready for review. Review the AI-generated profile below, then approve to unlock your marketing strategy.”
• Full business context profile rendered in markdown with 8 sections:
  • Company Overview
  • Products & Services
  • Target Audience
  • Brand Voice & Tone
  • Competitors
  • Geographic Focus
  • Key Messages
  • What NOT to Do
• Approve Context button visible (amber)

Step 4 — Approve Context

1. Review the generated context on /client-info?tab=context
2. Click Approve Context

Expected:

• Amber banner replaced with green banner: “Client context approved — strategy generation is underway.”
• Button disappears (context now read-only)
• Dashboard (/dashboard) now shows Stage 2: “Building your marketing strategy…”

Step 5 — Wait for Strategy

Navigate to http://localhost:3000/strategy and wait for the strategy to appear.

Expected when ready:

• Strategy document rendered with sections:
  • Executive Summary
  • Situation Analysis / SWOT
  • Target Audience Personas
  • Marketing Goals & KPIs
  • Channel Strategy
  • Content Strategy
  • SEO Strategy
  • Monthly Execution Roadmap (Month 1–6)
  • Budget & Resource Allocation
  • Success Metrics
• Status badge: Pending Review (amber)
• Right sidebar: Timeline, Details, Revise tabs

Step 6 — Approve Strategy

1. On /strategy, click the Pending Review status badge/dropdown
2. Select Approved from the dropdown

Expected:

• Status badge changes to Approved (green)
• Deliverable planner agent is enqueued
• Dashboard (/dashboard) now shows Stage 3: “Goals & KPIs are set — agents will start working soon”

Step 7 — Wait for Deliverable Plan

Navigate to http://localhost:3000/strategy/deliverable-plan and wait.

Expected when ready:

• Amber banner: “Review required — The AI has generated this deliverable plan from your approved strategy. Review the goals and monthly deliverables below, then click ‘Approve Plan’ to start executing.”
• Summary stats: number of Goals, Deliverable types, Estimated Monthly Credits
• Goals table: title, metric, target value, timeframe, channel, linked deliverable types
• Monthly Deliverables table: type, priority, rationale, platforms, volume/mo, credits/unit
• Approve Plan button (teal)

Step 8 — Approve Deliverable Plan

1. Review the plan on /strategy/deliverable-plan
2. Click Approve Plan

Expected:

• Status changes to Approved (green badge)
• Activity planner agent is enqueued for the current month period
• Dashboard eventually progresses to Stage 5 (RegularDashboard) once activities are created

Scenario B — Context Not Yet Generating

Immediately after first login (before agents have started):

1. Navigate to http://localhost:3000/dashboard

Expected (Stage 1, not generating):

• Banner: “Your account is ready to configure” (sparkles icon — no pulsing clock)
• Body: “Complete your business info so our AI agents can get started.”
• CTA link to /client-info?tab=overview

This happens when the BullMQ setup chain hasn’t been picked up by the worker yet. Starting the worker (pnpm --filter api worker) will trigger the chain.

Scenario C — Strategy Revision Request

After context is approved and strategy is generated (Step 5 above):

1. Navigate to /strategy
2. In the Revise tab of the right sidebar, enter revision instructions: Focus more on LinkedIn B2B content and less on Instagram
3. Click Regenerate Strategy

Expected:

• Strategy status changes to Pending Review
• New version generated by strategy-writer agent
• Timeline tab shows: “Strategy revision requested” entry + “Marketing strategy vN generated” entry
• New strategy content reflects the revision instructions

Scenario D — Manage Portal Tenant Verification

After completing Scenario A’s signup (tenant created with status: onboarding):

1. Log in to http://localhost:3001 as superadmin@leadmetrics.ai / admin
2. Navigate to Tenants → search for “BrightCoral Digital”
3. Click the tenant row to open the detail page

Expected:

• Tenant name: BrightCoral Digital Pvt Ltd
• Status badge: onboarding
• createdVia: self-signup
• Plan: Professional
• ▶ Activate button visible (green, top-right of tenant header)
• Subscriptions tab: one active Professional subscription entry
• Knowledge Base tab: 4 default datasets (client_docs, website_content, published_content, competitor_content)

Scenario E — Tenant Activation

Continuing from Scenario D:

1. Click ▶ Activate
2. Browser confirmation dialog: “Activate this tenant? This will generate the first invoice and send an email notification.”
3. Click OK to confirm

Expected:

• Status badge changes to active (green)
• ▶ Activate button disappears
• Tenant status changer now shows active with transitions available to suspended / cancelled
• Invoices tab counter increments to 1
• Invoice row visible with:
  • Invoice number: INV-YYYY-MM-XXXX
  • Type: Subscription
  • Status: pending
  • Issued: today
  • Due: 7 days from today

Sample Test Data

BrightCoral Digital Pvt Ltd (verified 2026-04-10)

• Email: moble+signup-a-1@leadmetrics.ai
• Company: BrightCoral Digital Pvt Ltd
• Location: Kochi, Kerala — GST 32AABCU9603R1ZX
• Industry: Marketing & Advertising
• Plan: Professional (₹49,999/month)
• Payment ID: pay_SbpHDCOVywmKyn (Razorpay test mode)
• Post-signup URL: /login?registered=1

Known Issues / Gotchas