Wisconsin IRA Home Energy Rebates Signed in as Test user — test site only

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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
  1. P3-PREP-01: Not run P3-PREP-01 · Not run · ready
  2. P3-PREP-02: Blocked P3-PREP-02 · Blocked by customer #106
  3. P3-PREP-03: Blocked P3-PREP-03 · Blocked by customer #106
  4. P3-PREP-04: Blocked P3-PREP-04 · Blocked by contractor #66, contractor #78, contractor #80
  5. P3-PREP-05: Not run P3-PREP-05 · Not run · ready
2 Customer's code Customer, Contractor Blocked — 1 of 7 steps ready
  1. P3-CODE-01: Not run P3-CODE-01 · Not run · unblocked by customer #108, please retest
  2. P3-CODE-02: Blocked P3-CODE-02 · Blocked by contractor #79, contractor #76
  3. P3-CODE-03: Blocked P3-CODE-03 · Blocked by contractor #79, contractor #76
  4. P3-CODE-04: Blocked P3-CODE-04 · Blocked by contractor #79, contractor #76
  5. P3-CODE-05: Blocked P3-CODE-05 · Blocked by contractor #79, contractor #76
  6. P3-CODE-06: Blocked P3-CODE-06 · Blocked by contractor #79, customer #96, customer #97
  7. P3-CODE-07: Blocked P3-CODE-07 · Blocked by customer #96, customer #97
3 Contractor's invite link Contractor, Customer Blocked
  1. P3-INVITE-01: Blocked P3-INVITE-01 · Blocked by contractor #79
  2. P3-INVITE-02: Blocked P3-INVITE-02 · Blocked by contractor #79, customer #96
  3. P3-INVITE-03: Blocked P3-INVITE-03 · Blocked by customer #96, customer #97, contractor #79
  4. P3-INVITE-04: Blocked P3-INVITE-04 · Blocked by customer #96, customer #97
4 Clean up Staff Blocked
  1. P3-CLEAN-01: Blocked P3-CLEAN-01 · Blocked by customer #106

Before you start

0 of 5 completed, 3 blocked.

  1. P3-PREP-01: Not run P3-PREP-01 · Not run · ready
  2. P3-PREP-02: Blocked P3-PREP-02 · Blocked by customer #106
  3. P3-PREP-03: Blocked P3-PREP-03 · Blocked by customer #106
  4. P3-PREP-04: Blocked P3-PREP-04 · Blocked by contractor #66, contractor #78, contractor #80
  5. 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 → Open P3-PREP-01 on its own page

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-01 P3-PREP-03 → Open P3-PREP-02 on its own page

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-02 P3-PREP-04 → Open P3-PREP-03 on its own page

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-03 P3-PREP-05 → Open P3-PREP-04 on its own page

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.

← P3-PREP-04 Open P3-PREP-05 on its own page

Customer's code

0 of 7 completed, 6 blocked.

  1. P3-CODE-01: Not run P3-CODE-01 · Not run · unblocked by customer #108, please retest
  2. P3-CODE-02: Blocked P3-CODE-02 · Blocked by contractor #79, contractor #76
  3. P3-CODE-03: Blocked P3-CODE-03 · Blocked by contractor #79, contractor #76
  4. P3-CODE-04: Blocked P3-CODE-04 · Blocked by contractor #79, contractor #76
  5. P3-CODE-05: Blocked P3-CODE-05 · Blocked by contractor #79, contractor #76
  6. P3-CODE-06: Blocked P3-CODE-06 · Blocked by contractor #79, customer #96, customer #97
  7. 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 → Open P3-CODE-01 on its own page

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-01 P3-CODE-03 → Open P3-CODE-02 on its own page

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-02 P3-CODE-04 → Open P3-CODE-03 on its own page

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-03 P3-CODE-05 → Open P3-CODE-04 on its own page

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-04 P3-CODE-06 → Open P3-CODE-05 on its own page

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-05 P3-CODE-07 → Open P3-CODE-06 on its own page

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.

← P3-CODE-06 Open P3-CODE-07 on its own page

Contractor's invite link

0 of 4 completed, 4 blocked.

  1. P3-INVITE-01: Blocked P3-INVITE-01 · Blocked by contractor #79
  2. P3-INVITE-02: Blocked P3-INVITE-02 · Blocked by contractor #79, customer #96
  3. P3-INVITE-03: Blocked P3-INVITE-03 · Blocked by customer #96, customer #97, contractor #79
  4. 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 → Open P3-INVITE-01 on its own page

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.

← P3-INVITE-03 Open P3-INVITE-04 on its own page

Clean up

0 of 1 completed, 1 blocked.

  1. 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.

Open P3-CLEAN-01 on its own page