Phase 7: DOE bulk report
Which tests
From docs/qat/phase7-doe-report.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 | Blocked — 3 of 4 steps ready
|
| 2 | DOE bulk report | Staff | Blocked
|
| 3 | Clean up | Staff | Blocked
|
Before you start
0 of 4 completed, 1 blocked.
- P7-PREP-01: Not run P7-PREP-01 · Not run · ready
- P7-PREP-02: Blocked P7-PREP-02 · Blocked by customer #106
- P7-PREP-03: Not run P7-PREP-03 · Not run · unblocked by customer #108, please retest
- P7-PREP-04: Not run P7-PREP-04 · Not run · ready
P7-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 P7-PREP-01 yet.
P7-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 P7-PREP-02 yet.
P7-PREP-03
Staff Not run- Do this
- Check that Phases 4 to 6 left at least one paid test project.
- Expected
- At least one test project shows Paid.
Unblocked by customer #108 — please retest.
No result has been recorded for P7-PREP-03 yet.
P7-PREP-04
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 P7-PREP-04 yet.
DOE bulk report
0 of 4 completed, 4 blocked.
- P7-REPORT-01: Blocked P7-REPORT-01 · Blocked by RnD #31, RnD #53 milestone 7
- P7-REPORT-02: Blocked P7-REPORT-02 · Blocked by RnD #31, RnD #53 milestone 7
- P7-REPORT-03: Blocked P7-REPORT-03 · Blocked by RnD #31, RnD #53 milestone 7
- P7-REPORT-04: Blocked P7-REPORT-04 · Blocked by RnD #31, RnD #53 milestone 7, customer #106
P7-REPORT-01
Staff Blocked- Do this
- On the live staff portal, download the DOE bulk report for HOMES and HEAR, multifamily first.
- Expected
- A spreadsheet file downloads.
Blocked by RnD #31, RnD #53 milestone 7.
No result has been recorded for P7-REPORT-01 yet.
P7-REPORT-02
Staff Blocked- Do this
- Open the file in Excel.
- Expected
- It opens, and its columns follow DOE's reporting template.
Blocked by RnD #31, RnD #53 milestone 7.
No result has been recorded for P7-REPORT-02 yet.
← P7-REPORT-01 P7-REPORT-03 → Open P7-REPORT-02 on its own page
P7-REPORT-03
Staff Blocked- Do this
- Find the test projects from Phases 4 to 6.
- Expected
- They appear with the right building codes and amounts.
Blocked by RnD #31, RnD #53 milestone 7.
No result has been recorded for P7-REPORT-03 yet.
← P7-REPORT-02 P7-REPORT-04 → Open P7-REPORT-03 on its own page
P7-REPORT-04
Staff Blocked- Do this
- Look for the test accounts' records.
- Expected
- They are left out, or labeled Test.
Blocked by RnD #31, RnD #53 milestone 7, customer #106.
No result has been recorded for P7-REPORT-04 yet.
Clean up
0 of 1 completed, 1 blocked.
- P7-CLEAN-01: Blocked P7-CLEAN-01 · Blocked by customer #106
P7-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 P7-CLEAN-01 yet.