Phase 3: Customer gives their code to a contractor
Which tests
From docs/qat/phase3-code-to-contractor.csv.
Run every step on the live sites.
Blocking tickets as of 2026-10-08 (docs/qat/blocker_status.csv).
| # | Test name | Role | Status |
|---|---|---|---|
| 1 | Before you start | Staff, Customer, Contractor | Blocked — 2 of 5 steps ready
|
| 2 | Customer's code | Customer, Contractor | Blocked — 1 of 7 steps ready
|
| 3 | Contractor's invite link | Contractor, Customer | Blocked
|
| 4 | Clean up | Staff | Blocked
|
Before you start
0 of 5 completed, 3 blocked.
- P3-PREP-01: Not run P3-PREP-01 · Not run · ready
- P3-PREP-02: Blocked P3-PREP-02 · Blocked by customer #106
- P3-PREP-03: Blocked P3-PREP-03 · Blocked by customer #106
- P3-PREP-04: Blocked P3-PREP-04 · Blocked by contractor #66, contractor #78, contractor #80
- P3-PREP-05: Not run P3-PREP-05 · Not run · ready
P3-PREP-01
Staff Not run- Do this
- Sign in to the live staff portal with your own account and open Tests.
- Expected
- Tests opens. Your name shows on the results you record.
No result has been recorded for P3-PREP-01 yet.
P3-PREP-02
Customer Blocked- Do this
- Sign in to the live customer portal as this phase's named test building owner.
- Expected
- You are signed in as the test owner, not as a real customer.
Blocked by customer #106.
No result has been recorded for P3-PREP-02 yet.
P3-PREP-03
Customer Blocked- Do this
- As the test owner, open a building approved in Phase 1.
- Expected
- The building shows Approved, with its code and valid-until date.
Blocked by customer #106. Already shipped: customer #108.
No result has been recorded for P3-PREP-03 yet.
P3-PREP-04
Contractor Blocked- Do this
- Sign in to the live contractor portal as the test contractor approved in Phase 2.
- Expected
- The company shows as approved and can start a project.
Blocked by contractor #66, contractor #78, contractor #80.
No result has been recorded for P3-PREP-04 yet.
P3-PREP-05
Staff Not run- Do this
- Write the case ID for each test of this phase in its first step's note.
- Expected
- Every test in this phase has a case ID that names its made-up records.
No result has been recorded for P3-PREP-05 yet.
Customer's code
0 of 7 completed, 6 blocked.
- P3-CODE-01: Not run P3-CODE-01 · Not run · unblocked by customer #108, please retest
- P3-CODE-02: Blocked P3-CODE-02 · Blocked by contractor #79, contractor #76
- P3-CODE-03: Blocked P3-CODE-03 · Blocked by contractor #79, contractor #76
- P3-CODE-04: Blocked P3-CODE-04 · Blocked by contractor #79, contractor #76
- P3-CODE-05: Blocked P3-CODE-05 · Blocked by contractor #79, contractor #76
- P3-CODE-06: Blocked P3-CODE-06 · Blocked by contractor #79, customer #96, customer #97
- P3-CODE-07: Blocked P3-CODE-07 · Blocked by customer #96, customer #97
P3-CODE-01
Customer Not run- Do this
- On the approved building, find its building code.
- Expected
- The code is LEA- or MEA- plus ten digits, with its valid-until date.
Unblocked by customer #108 — please retest.
No result has been recorded for P3-CODE-01 yet.
P3-CODE-02
Contractor Blocked- Do this
- On the live contractor portal, look up a building and type that code.
- Expected
- That building shows: its name, address and units. No other building or household shows.
Blocked by contractor #79, contractor #76.
No result has been recorded for P3-CODE-02 yet.
P3-CODE-03
Contractor Blocked- Do this
- Type the same code in lower case and without the dash.
- Expected
- The same building is found.
Blocked by contractor #79, contractor #76.
No result has been recorded for P3-CODE-03 yet.
P3-CODE-04
Contractor Blocked- Do this
- Type a made-up code of the same shape.
- Expected
- The portal says no building has that code. Nothing else shows.
Blocked by contractor #79, contractor #76.
No result has been recorded for P3-CODE-04 yet.
P3-CODE-05
Contractor Blocked- Do this
- Type an expired code (staff can give you one).
- Expected
- The portal refuses it and says the code has expired.
Blocked by contractor #79, contractor #76.
No result has been recorded for P3-CODE-05 yet.
P3-CODE-06
Contractor Blocked- Do this
- Start a multifamily project from the building you found.
- Expected
- The project is made and linked to that building.
Blocked by contractor #79, customer #96, customer #97.
No result has been recorded for P3-CODE-06 yet.
P3-CODE-07
Customer Blocked- Do this
- As the test owner, open the building again.
- Expected
- The contractor's project shows on the building.
Blocked by customer #96, customer #97.
No result has been recorded for P3-CODE-07 yet.
Contractor's invite link
0 of 4 completed, 4 blocked.
- P3-INVITE-01: Blocked P3-INVITE-01 · Blocked by contractor #79
- P3-INVITE-02: Blocked P3-INVITE-02 · Blocked by contractor #79, customer #96
- P3-INVITE-03: Blocked P3-INVITE-03 · Blocked by customer #96, customer #97, contractor #79
- P3-INVITE-04: Blocked P3-INVITE-04 · Blocked by customer #96, customer #97
P3-INVITE-01
Contractor Blocked- Do this
- Start a multifamily project with no building yet.
- Expected
- The project gets a PRJ- code and says it is waiting for the customer to link it. It cannot be submitted.
Blocked by contractor #79.
No result has been recorded for P3-INVITE-01 yet.
P3-INVITE-02
Contractor Blocked- Do this
- Email an invite for that project to the test owner's email.
- Expected
- An invite email arrives with a single-use link.
Blocked by contractor #79, customer #96.
No result has been recorded for P3-INVITE-02 yet.
← P3-INVITE-01 P3-INVITE-03 → Open P3-INVITE-02 on its own page
P3-INVITE-03
Customer Blocked- Do this
- Open the invite link, sign in as the test owner, and link the project to the approved building.
- Expected
- The project shows on the building. The contractor's project shows as linked.
Blocked by customer #96, customer #97, contractor #79.
No result has been recorded for P3-INVITE-03 yet.
← P3-INVITE-02 P3-INVITE-04 → Open P3-INVITE-03 on its own page
P3-INVITE-04
Customer Blocked- Do this
- Open the same invite link again.
- Expected
- The portal says the link has already been used.
Blocked by customer #96, customer #97.
No result has been recorded for P3-INVITE-04 yet.
Clean up
0 of 1 completed, 1 blocked.
- P3-CLEAN-01: Blocked P3-CLEAN-01 · Blocked by customer #106
P3-CLEAN-01
Staff Blocked- Do this
- Run the documented cleanup for this phase's test accounts, and record the before and after counts.
- Expected
- Every record this phase made is removed or labeled Test. Staff lists and exports no longer show it as real.
Blocked by customer #106.
No result has been recorded for P3-CLEAN-01 yet.