Documents Tests

Dashboard (/business/apps/documents)

Test ID	Description	Preconditions	Steps	Expected Result	Priority
DOC-001	Dashboard loads stats and recent documents	User has uploaded documents	1. Navigate to /business/apps/documents.	Stats displayed (total documents, storage used, by category/status). Up to 5 recent documents shown.	P0
DOC-002	Dashboard empty state	User has no documents	1. Navigate to dashboard.	Stats show zeros. Empty state with CTA to upload first document.	P1

Upload (/business/apps/documents/upload)

Test ID	Description	Preconditions	Steps	Expected Result	Priority
DOC-010	Upload valid file	Categories and statuses exist	1. Navigate to /business/apps/documents/upload. 2. Select a file under 50MB with an allowed type. 3. Fill metadata (name, description, category, status). 4. Submit upload action.	File uploaded to Supabase storage. Document record created. User redirected to /business/apps/documents/{id}.	P0
DOC-011	Upload without file	None	1. Submit upload without selecting a file.	Returns 400 “Please select a file to upload”.	P0
DOC-012	Upload file exceeding 50MB	None	1. Select a file larger than 50MB. 2. Submit upload.	Returns 400 “File is too large. Maximum size is 50MB.” File is not uploaded.	P0
DOC-013	Upload disallowed file type	None	1. Select a file with a disallowed MIME type (e.g., .exe). 2. Submit upload.	Returns 400 “File type not allowed.” File is not uploaded.	P0
DOC-014	Upload with form validation errors	None	1. Submit upload with a valid file but missing required metadata (e.g., empty name).	Returns 400 with form validation errors. File is not uploaded.	P1
DOC-015	Upload with retention settings	None	1. Upload file with retention_days and retention_action set.	Document created with retention policy stored.	P1
DOC-016	Supabase storage upload failure	Storage service unavailable	1. Simulate storage upload error. 2. Submit upload.	Returns 500 “Upload failed: {error}”. No document record created.	P2
DOC-017	Unauthenticated upload	Not signed in	1. Submit upload without auth.	Returns 401.	P0
DOC-018	Categories and statuses loaded on page	User has categories and statuses	1. Navigate to upload page.	Category and status dropdowns populated with user’s data.	P1

All Documents (/business/apps/documents/all)

Test ID	Description	Preconditions	Steps	Expected Result	Priority
DOC-020	List documents with pagination	User has more than 20 documents	1. Navigate to /business/apps/documents/all.	First 20 documents displayed. Total count available for pagination.	P0
DOC-021	Filter by search	User has documents	1. Enter search term.	Documents matching the search are shown.	P1
DOC-022	Filter by category	User has categorized documents	1. Set ?category={id}.	Only documents in that category shown.	P1
DOC-023	Filter by status	User has documents with different statuses	1. Set ?status={id}.	Only documents with that status shown.	P1
DOC-024	Filter archived documents	User has archived documents	1. Set ?archived=true.	Only archived documents shown.	P1
DOC-025	Paginate results	More than 20 documents	1. Set ?page=2.	Second page of results displayed.	P1
DOC-026	Delete document from list	Document exists	1. Submit delete action with document id.	Document deleted. deleted: true returned.	P0
DOC-027	Archive document from list	Active document exists	1. Submit archive action with document id.	Document archived. archived: true returned.	P1
DOC-028	Restore document from list	Archived document exists	1. Submit restore action with document id.	Document restored. restored: true returned.	P1
DOC-029	Combined filters	Diverse document data	1. Apply search, category, status, and archived filters simultaneously.	Results reflect all active filters.	P2

Document Detail (/business/apps/documents/[id])

Viewing

Test ID	Description	Preconditions	Steps	Expected Result	Priority
DOC-030	View document detail	Document exists for user	1. Navigate to /business/apps/documents/{id}.	Document metadata displayed. Tabs/sections for: versions, comments, audit trail, shares, links, metadata. Forms for commenting, sharing, and link creation available.	P0
DOC-031	Non-existent document returns 404	None	1. Navigate to /business/apps/documents/{nonexistent-id}.	Returns 404 “Document not found”.	P1
DOC-032	Access another user’s document	Document belongs to different user	1. Navigate to document detail for another user’s doc.	Returns 403.	P0

Comments

Test ID	Description	Preconditions	Steps	Expected Result	Priority
DOC-040	Add comment	Document exists	1. Fill comment form with content. 2. Submit add-comment action.	Comment added. Success message “Comment added!” displayed. Comment appears in list.	P1
DOC-041	Add comment with validation error	None	1. Submit add-comment with empty content.	Returns 400 with form validation errors.	P1
DOC-042	Delete comment	Comment exists	1. Submit delete-comment action with comment id.	Comment deleted. deleted: true returned.	P1

Sharing

Test ID	Description	Preconditions	Steps	Expected Result	Priority
DOC-050	Share document	Document exists	1. Fill share form (email, permission level). 2. Submit share action.	Document shared. Success message “Document shared!” displayed. Share appears in shares list.	P0
DOC-051	Share with validation errors	None	1. Submit share with invalid email.	Returns 400 with form validation errors.	P1
DOC-052	Revoke share	Share exists	1. Submit revoke-share action with share id.	Share revoked. revoked: true returned.	P1
DOC-053	Create shareable link	Document exists	1. Fill link form (expiration, password options). 2. Submit create-link action.	Link created. Success message “Link created!” displayed. Link appears in links list.	P1
DOC-054	Create link with validation errors	None	1. Submit create-link with invalid data.	Returns 400 with form validation errors.	P1
DOC-055	Delete shareable link	Link exists	1. Submit delete-link action with link id.	Link deleted. deleted: true returned.	P1

Versioning

Test ID	Description	Preconditions	Steps	Expected Result	Priority
DOC-060	Upload new version	Document exists	1. Select a new file. 2. Submit upload-version action.	New version uploaded to storage. Version record created. uploaded: true returned. Version appears in versions list.	P0
DOC-061	Upload version without file	None	1. Submit upload-version without selecting a file.	Returns 400 “Please select a file”.	P1
DOC-062	Upload version storage failure	Storage unavailable	1. Simulate storage upload error.	Returns 500 with upload error message.	P2
DOC-063	Version history displayed	Document has multiple versions	1. Navigate to document detail.	All versions listed with upload date, file size, and storage path.	P1

Lifecycle

Test ID	Description	Preconditions	Steps	Expected Result	Priority
DOC-070	Archive document	Active document	1. Submit archive action.	Document archived. archived: true returned.	P1
DOC-071	Restore document	Archived document	1. Submit restore action.	Document restored. restored: true returned.	P1
DOC-072	Delete document	Document exists	1. Submit delete action.	Document deleted. User redirected to /business/apps/documents.	P0

Edit Document (/business/apps/documents/[id]/edit)

Test ID	Description	Preconditions	Steps	Expected Result	Priority
DOC-080	Load edit form	Document exists	1. Navigate to /business/apps/documents/{id}/edit.	Form pre-populated with name, description, category_id, status_id, retention_days, retention_action. Categories and statuses loaded in dropdowns.	P0
DOC-081	Update document metadata	Document exists	1. Modify metadata fields. 2. Submit update action.	Document updated. User redirected to /business/apps/documents/{id}.	P0
DOC-082	Update with validation errors	None	1. Submit update with invalid data.	Returns 400 with form validation errors.	P1
DOC-083	Access control on edit	Document belongs to another user	1. Navigate to edit page for another user’s document.	Returns 403.	P0

Categories (/business/apps/documents/categories)

Test ID	Description	Preconditions	Steps	Expected Result	Priority
DOC-090	List categories	User has categories	1. Navigate to /business/apps/documents/categories.	All categories listed. Create form available.	P0
DOC-091	Create category	None	1. Fill category form (name). 2. Submit create action.	Category created. Success message “Category created!” displayed.	P0
DOC-092	Create with validation errors	None	1. Submit create with empty name.	Returns 400 with validation errors.	P1
DOC-093	Update category	Category exists	1. Submit update action with id, name, description, and optional parent_id.	Category updated. updated: true returned.	P1
DOC-094	Delete category	Category exists with no documents	1. Submit delete action with category id.	Category deleted. deleted: true returned.	P1
DOC-095	Delete category with documents	Category has associated documents	1. Submit delete action.	Returns 400 “Cannot delete”. Category preserved.	P1

Statuses (/business/apps/documents/statuses)

Test ID	Description	Preconditions	Steps	Expected Result	Priority
DOC-100	List statuses	User has statuses	1. Navigate to /business/apps/documents/statuses.	All statuses listed with name, color, and default flag. Create form available.	P0
DOC-101	Create status	None	1. Fill status form (name, color_code). 2. Submit create action.	Status created. Success message “Status created!” displayed.	P0
DOC-102	Create status with validation errors	None	1. Submit create with empty name.	Returns 400 with validation errors.	P1
DOC-103	Update status	Status exists	1. Submit update with id, name, color_code, description, and is_default.	Status updated. updated: true returned.	P1
DOC-104	Set default status	Status exists	1. Submit update with is_default=true.	Status marked as default. Previous default is unset (if applicable).	P2
DOC-105	Delete status	Status exists with no documents	1. Submit delete action with status id.	Status deleted. deleted: true returned.	P1
DOC-106	Delete status with documents	Status has associated documents	1. Submit delete action.	Returns 400 “Cannot delete”. Status preserved.	P1

Caution

File uploads use Supabase Storage with the path pattern {user_id}/{doc_id}/{filename}. Verify that storage paths are unique and that the documents storage bucket exists and has appropriate policies in the test environment.