Phase 6: Staff approve payment, customer and contractor see Paid

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.

P6-PREP-02 → Open P6-PREP-01 on its own page

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.

← P6-PREP-01 P6-PREP-03 → Open P6-PREP-02 on its own page

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.

← P6-PREP-02 P6-PREP-04 → Open P6-PREP-03 on its own page

Do this

Have a separate payment request ready for each test, each on its own approved project.

Expected

Three payment requests wait for review, labeled P6-APPROVE, P6-CORRECT and P6-REFUSE.

Blocked by contractor #63.

← P6-PREP-03 P6-PREP-05 → Open P6-PREP-04 on its own page

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.

← P6-PREP-04 Open P6-PREP-05 on its own page

Do this

Open P6-APPROVE's redemption review and check the completion documents, invoice lines and photos.

Expected

Each check saves with your name.

Blocked by contractor #80.

P6-APPROVE-02 → Open P6-APPROVE-01 on its own page

Do this

Pass the redemption review.

Expected

It moves to the payment review.

Blocked by contractor #80.

← P6-APPROVE-01 P6-APPROVE-03 → Open P6-APPROVE-02 on its own page

Do this

Work the payment review: duplicate check, savings, invoice and contractor checks. Approve it.

Expected

The payment review saves as approved.

← P6-APPROVE-02 P6-APPROVE-04 → Open P6-APPROVE-03 on its own page

Do this

Once SPECTRUM has paid it, mark the rebate Paid with its payment date.

Expected

The project shows Paid.

← P6-APPROVE-03 P6-APPROVE-05 → Open P6-APPROVE-04 on its own page

Do this

As the test owner, open the project.

Expected

It shows Paid.

← P6-APPROVE-04 P6-APPROVE-06 → Open P6-APPROVE-05 on its own page

Do this

Open the project on the contractor portal.

Expected

It shows Paid.

Blocked by contractor #80.

← P6-APPROVE-05 Open P6-APPROVE-06 on its own page

Do this

Send P6-CORRECT's redemption back with one named problem.

Expected

The send-back saves with the problem.

Blocked by contractor #80.

P6-CORRECT-02 → Open P6-CORRECT-01 on its own page

Do this

Open the project on the contractor portal.

Expected

It shows Sent back and the problem.

Blocked by contractor #80.

← P6-CORRECT-01 P6-CORRECT-03 → Open P6-CORRECT-02 on its own page

Do this

Fix the problem and send it again.

Expected

It shows waiting for review again.

Blocked by contractor #63, contractor #80.

← P6-CORRECT-02 P6-CORRECT-04 → Open P6-CORRECT-03 on its own page

Do this

Reopen the redemption review.

Expected

Staff see the changed submission.

Blocked by contractor #80.

← P6-CORRECT-03 Open P6-CORRECT-04 on its own page

Do this

Refuse P6-REFUSE's payment with a plain-language reason.

Expected

The refusal saves with its reason.

Blocked by contractor #80.

P6-REFUSE-02 → Open P6-REFUSE-01 on its own page

Do this

As the test owner, open the project.

Expected

It shows Not paid and the reason.

← P6-REFUSE-01 P6-REFUSE-03 → Open P6-REFUSE-02 on its own page

Do this

Open the project on the contractor portal.

Expected

It shows Not paid and the reason.

Blocked by contractor #80.

← P6-REFUSE-02 Open P6-REFUSE-03 on its own page

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.

Open P6-CLEAN-01 on its own page