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MANUAL TESTING GUIDE — Sales PWA Billing Chain (Stages A–G)
PWA: https://srv1111289.hstgr.cloud/sales/
SW: 360sales-v16
Custodian: https://srv1111289.hstgr.cloud/finance/custodian/ (v23)
Default login: harish / pramod
Test dataset: sales/test_billing_data.sql (4 jobs · 5 offers · 3 invoices
              · 3 challans · 3 receipts)
Cleanup: sales/test_billing_data_cleanup.sql
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CONTENTS
  A. Pre-flight
  B. Stage A — Quotation / Offer
  C. Stage B — PO receipt + document upload
  D. Stage C/D — Proforma Invoice
  E. Stage E — Tax Invoice (create / issue / preview / pay)
  F. Stage F — Delivery Challan
  G. Stage G — Custodian settlement loop
  H. Negative tests
  I. Company-specific tests (360DLM)
  J. Tear-down


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║ A. PRE-FLIGHT                                                                 ║
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A1. Load test dataset (if not already loaded):
      docker exec -i postgres psql -U lmadmin -d lm360 \
        < /var/www/360lm/sales/test_billing_data.sql
    Report should show:
      jobs=4, offers=5, offer_lines=17, invoices=3, invoice_lines=9,
      challans=3, challan_lines=7, invoice_receipts=3

A2. Verify companies are configured:
      docker exec postgres psql -U lmadmin -d lm360 \
        -c "SELECT short_code, name, gstin, state_code FROM sales.companies;"
    Expect 2 rows: pms (03) and 360dlm (04).

A3. Log into /sales/ as harish. Dashboard loads.
    "Billed ₹" KPI shows a value (not "—") — confirms invoice_kpi view works.

A4. Verify SW version: Open DevTools → Application → Service Workers.
    Active worker contains: 360sales-v16.


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║ B. STAGE A — QUOTATION / OFFER                                                ║
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B1. DRAFT OFFER — verify new fields visible
    All Jobs → bt-job-a (BT-AsianPaints-DealerMeet). Offers tab.
    Click ✏️ Edit on the Draft offer (bt-off-1).
    Confirm:
      ✅ "Billing from" dropdown shows PMS + 360DLM options (from DB)
      ✅ "PO / Work Order" section has 3 fields: Number, Date, Amount
      ✅ Line items show HSN/SAC input per line
      ✅ SVC/MAT toggle button per line (blue=service, amber=material)
      ✅ Company state code correctly determines GST type (IGST vs CGST+SGST)

B2. HSN/SAC DATALIST
    Click into the HSN/SAC input on any line.
    Type "99" → browser shows suggestions: 998361, 998362, 998399.
    Type "49" → shows 4911.
    Type "39" → shows 3926.
    Verify you can type a custom code not in the list — it saves freely.

B3. SVC/MAT TOGGLE
    Click the SVC button on a service line → becomes MAT (amber, ₹).
    Click again → reverts to SVC (blue).
    Verify the toggle state persists after save (re-open edit and check).

B4. PO FIELDS — save and verify
    Fill: PO Number = "B4-TEST-PO", PO Date = today, PO Amount = 100000.
    Save → toast "Offer saved".
    Re-open edit → fields retain values.
    DB check:
      SELECT po_number, po_date, po_amount, accepted_at FROM sales.offers
       WHERE offer_id = 'bt-off-1';
    ✅ po_number = 'B4-TEST-PO' (you set it), accepted_at = NULL (still draft).

B5. ACCEPTED OFFER WITH PO
    All Offers (📄 nav) → find bt-off-3 status = Accepted.
    ✅ Accepted badge with ₹8,50,000 agreed.
    ✅ Green PO reference "PO/VERVE/2025-26/047" visible below.
    Edit → accepted_at field NOT editable in form (trigger-only).
    DB check: SELECT accepted_at FROM sales.offers WHERE offer_id='bt-off-3';
    ✅ Not null (trigger stamped it on the UPDATE from the test setup).

B6. AMOUNT DRIFT FIX — verify rate×qty = stored amount
    DB check:
      SELECT element, rate, qty, amount FROM sales.offer_lines
       WHERE offer_id='bt-off-5' ORDER BY sr_no;
    ✅ amount = rate × qty for every line (GENERATED ALWAYS column).
    ✅ Vinyl line: rate=180, qty=250, amount=45000.

B7. COMPANY DROPDOWN ON OFFER FORM
    Open a new standalone offer (Offers → New Offer).
    ✅ "Billing from" select shows both PMS and 360DLM (populated from DB).
    Switch to "360 Degree Logical Marketing".
    Enter client state 27 (Maharashtra) — GST auto-sets to IGST.
    (360DLM is Chandigarh state 04; 04 ≠ 27 → interstate → IGST ✓.)
    Cancel — don't save.


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║ C. STAGE B — PO DOCUMENT UPLOAD                                               ║
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C1. Open bt-job-b (Confirmed) → Offers tab → bt-off-3 (Accepted).
    ✅ "📎 Upload Doc" button visible.
    Click it → file picker dialog opens.
    ✅ Accepting only image/PDF/doc/xlsx.
    Cancel (don't upload — just confirm the picker opens).

C2. (Optional if you have a file) Upload a PDF named "PO_VERVE.pdf".
    ✅ After upload: document link appears under the offer card
       with type "po" badge.
    ✅ Document is retrievable (click the link to verify it loads).


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║ D. STAGE C/D — PROFORMA INVOICE                                               ║
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D1. Open bt-job-b → Offers → bt-off-3 (Accepted).
    Click "📋 Proforma".
    Advance % modal: change 50% → 25% → Generate.

D2. Proforma Invoice page opens.
    Verify all of the following:
    ✅ "PROFORMA INVOICE" title with PI badge.
    ✅ Company: "Perfect Marketing Solutions", GSTIN 03AEBPN2166H2ZT.
    ✅ Bill To: Verve Marketing Solutions, GSTIN 27AAACV5678G1Z3.
    ✅ PO strip (green banner): "PO/VERVE/2025-26/047 dated 01 June 2026".
    ✅ Line items table has COLUMN "HSN/SAC" with codes filled:
         998361 (BTL service), 4911 (flex material), 3926 (standees), 998399 (photography).
    ✅ Sub-Total → Agency Fee 10% → Total (before GST) → IGST 18% → Grand Total.
    ✅ Advance Required 25% green box shown.
    ✅ Balance Due 75% shown.
    ✅ Bank details: HDFC + ICICI.
    ✅ WhatsApp share button (client has phone 9820098765).
    ✅ Print/PDF button.
    Click Print/PDF → browser print dialog opens.
    Close.

D3. Share via WhatsApp: Click "💬 WhatsApp".
    ✅ Opens wa.me link with PI message pre-filled.
    Close tab.


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║ E. STAGE E — TAX INVOICE                                                      ║
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E1. CREATE FROM JOB (draft already exists)
    Open bt-job-c (In Execution, MktVibes Store).
    Invoices tab → badge "1", draft invoice PMS/26-27/TEST-01.
    ✅ Row shows: draft status tag · ₹4,15,360 grand total.
    ✅ "📤 Issue" and "✏️ Edit" buttons.

E2. VIEW DRAFT INVOICE
    Click "👁 View".
    Verify printed document:
    ✅ "TAX INVOICE" and "ORIGINAL FOR RECIPIENT" labels.
    ✅ Invoice No: PMS/26-27/TEST-01.
    ✅ Company: Perfect Marketing Solutions, GSTIN 03AEBPN2166H2ZT.
    ✅ Bill To: Marketing vibes — shows "Unregistered" (no GSTIN).
    ✅ Place of Supply: state 07 (Delhi).
    ✅ IGST @ 18% (company Punjab 03 ≠ client Delhi 07 → interstate).
    ✅ PO strip: "PO/MV/2026/0012 dated 02 June 2026 for ₹3,78,000".
    ✅ Lines: 998361 (Service), 4911 (Goods), 998399 (Service) — 3 rows.
    ✅ "Amount in words": includes "Four Lakh Fifteen Thousand..." (₹4,15,360).
    ✅ Bank details section not empty.
    ✅ Signature row with "Authorised Signatory" + company name.

E3. CREATE NEW INVOICE FROM SCRATCH
    Click "Create Invoice" button.
    ✅ Invoice form opens pre-filled from most recent accepted offer (bt-off-4).
    ✅ Lines copied from offer: 3 lines with HSN/SAC pre-populated.
    ✅ PO fields pre-filled from offer (PO/MV/2026/0012).
    ✅ Company select visible.
    ✅ Agency fee 10%, GST 18%, IGST.
    ✅ Live totals calculate as you edit rate/qty.
    Edit line 1 rate from 180000 → 190000. Totals update immediately.
    Reset to 180000. Save.
    ✅ Toast "Invoice saved".
    ✅ New invoice appears in the tab list as draft.

E4. ISSUE INVOICE
    Click "📤 Issue" on bt-inv-1 → confirm.
    ✅ Status tag → purple "Issued".
    ✅ Job status (bt-job-c) → "Billed" (check All Jobs filter).
    ✅ Payment panel appears below the card:
        Invoice ₹4,15,360 · Received ₹0 · Balance ₹4,15,360 · 0% bar.
    ✅ "+ Record Payment" button visible.

E5. PART PAYMENT
    Click "+ Record Payment".
    Modal:
      Amount = 207680
      Mode = Bank Transfer (NEFT/RTGS)
      Ref = UTR-E5-TEST
      Date = today
    Save. ✅ Toast.
    ✅ Received: ₹2,07,680 · Balance: ₹2,07,680 · ~50% bar.
    ✅ Receipt row: "today · bank_transfer · UTR-E5-TEST · ₹2,07,680".
    ✅ Invoice still "Issued" (partial, not yet fully paid).
    DB check:
      SELECT status, paid_at FROM sales.invoices WHERE invoice_id='bt-inv-1';
    ✅ status = 'issued', paid_at = NULL.

E6. FULL SETTLEMENT → AUTO-PAID
    Record second payment:
      Amount = 207680 (remaining)
      Mode = UPI
    Save.
    ✅ Invoice tag flips to GREEN "Paid" immediately.
    ✅ Bar = 100%.
    ✅ No more "Record Payment" button (balance = 0).
    DB check:
      SELECT status, paid_at FROM sales.invoices WHERE invoice_id='bt-inv-1';
    ✅ status = 'paid', paid_at IS NOT NULL (auto-stamped by trigger).


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║ F. STAGE F — DELIVERY CHALLAN                                                 ║
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F1. VIEW EXISTING CHALLAN
    bt-job-c → Challans tab → badge "1".
    bt-dc-1 shows:
    ✅ DC-PMS/26-27/TEST-01 · open status · 🚚 PB10AB1234 · Raju Singh.
    ✅ "Against: PMS/26-27/TEST-01" (linked invoice).
    ✅ "3 items" count.
    Click "👁 View".
    Challan document verifies:
    ✅ "DELIVERY CHALLAN" header (NOT "Tax Invoice").
    ✅ Consignee: Marketing vibes, address, NO GSTIN (unregistered).
    ✅ Dispatch Details: vehicle, driver, from Mohali, to Lajpat Nagar.
    ✅ Purpose: "Supply of Goods/Services".
    ✅ Items table: 3 rows with HSN/SAC codes + unit (nos).
    ✅ NO rate or amount columns (dispatch doc, not billing).
    ✅ Two signature boxes: Authorised by + Receiver's Signature.
    ✅ "GST Rule 55 compliant challan" note.
    ✅ "This is not a tax invoice." note.
    ✅ Print button only (no WhatsApp/Email since no billing amounts).
    Close.

F2. CREATE CHALLAN
    Click "📦 Create Challan".
    ✅ Form opens with:
        Consignee pre-filled from job customer.
        Delivery To pre-filled from job site address.
        Invoice link dropdown lists bt-inv-1.
        Company select populated.
        Date = today.
        Challan No = empty (auto-generated on save).
    Fill:
      Consignee: "F2 Test Site"
      Vehicle No: PB99ZZ0001
      Driver: Ramu
      Dispatch From: Mohali Store
      Purpose: Job Work
      Item 1: "Vinyl Graphics Roll" / 3926 / 50 / sqft
      Item 2: "Sample Standee" / 3926 / 5 / nos
    Link to invoice: select PMS/26-27/TEST-01.
    Save.
    ✅ Toast "Challan saved".
    ✅ New challan appears in list: DC-PMS/YY-YY/NNN format.
       (Increment from existing test seed sequence.)

F3. MARK DELIVERED
    Click "✅ Mark Delivered" on your new challan → confirm.
    ✅ Status changes to green "delivered".
    ✅ "Mark Delivered" button disappears.
    DB check:
      SELECT status, delivered_at FROM sales.challans
       WHERE consignee_name='F2 Test Site';
    ✅ status=delivered, delivered_at IS NOT NULL.

F4. DELIVERED CHALLAN (seed)
    Open bt-job-b (Confirmed) → Challans tab.
    ✅ bt-dc-2 shows green "delivered".
    ✅ "Against: PMS/26-27/TEST-02" (linked to bt-inv-3 paid).
    View → document shows delivered state cleanly.

F5. STANDALONE CHALLAN (no invoice)
    Open bt-job-d (Billed) → Challans tab.
    ✅ bt-dc-3: DC-360DLM/26-27/TEST-01 · open · 360dlm company.
    ✅ No "Against" invoice line (standalone — invoice not yet raised).
    View → company header shows "360 Degree Logical Marketing".


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║ G. STAGE G — CUSTODIAN SETTLEMENT LOOP                                        ║
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G1. VERIFY SEED PAYMENT STATE
    bt-job-d → Invoices tab → bt-inv-2 (360DLM, Issued).
    ✅ Payment panel shows:
        Invoice ₹2,14,170 · Received ₹1,07,085 · Balance ₹1,07,085 · ~50%.
        1 receipt: bank_transfer, UTR202600441.

G2. CUSTODIAN RECEIPT → INVOICE LINK
    Open /finance/custodian/. Login as harish (or shambhu).
    Transfer → Role: Receiver. Category: Party.
    Search "Park Hospital" → select "Park Hospital Pvt Ltd".
    ✅ Invoice dropdown appears: "Link to Sales Invoice".
    ✅ Options include: "360DLM/26-27/TEST-01 · Park Hospital Pvt Ltd · ₹1,07,085 due".
    Select that invoice.
    ✅ Amount auto-fills: 107085.
    ✅ Balance label: "Balance due: ₹1,07,085 of ₹2,14,170 total".
    Mode = Bank Transfer. Ref = UTR-G2-FINAL. Date = today.
    Save.
    ✅ Toast (custodian receipt saved).

G3. VERIFY SALES INVOICE AUTO-PAID
    Return to /sales/ → bt-job-d → Invoices tab.
    ✅ bt-inv-2 status now "Paid" (green).
    ✅ Payment panel: 100% · 2 receipts listed (seed + new).
    DB check:
      SELECT status, paid_at FROM sales.invoices WHERE invoice_id='bt-inv-2';
    ✅ status=paid, paid_at IS NOT NULL.

G4. RESET FOR RETEST (optional)
    If you want to retest G2:
      docker exec postgres psql -U lmadmin -d lm360 -c "
        DELETE FROM sales.invoice_receipts WHERE receipt_id LIKE 'rcpt-%' AND created_by='harish';
        UPDATE sales.invoices SET status='issued', paid_at=NULL WHERE invoice_id='bt-inv-2';"


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║ H. NEGATIVE TESTS                                                             ║
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H1. Empty Invoice save → ❌ Toast "Client name required".
H2. Invoice with no line items → ❌ Toast "Add at least one line item".
H3. Empty Challan save → ❌ Toast "Consignee name required".
H4. Challan with no items → ❌ Toast "Add at least one item".
H5. Payment with amount 0 → ❌ Toast "Enter valid amount".
H6. Pop-up blocked → Toast "Pop-up blocked — allow pop-ups".
    (Preview / Print requires pop-ups. Chrome blocks by default on first load.)
H7. Custodian: select party receiver, clear payee → invoice dropdown hides.
H8. Job status: a job can be manually set to "Billed" without any invoice
    (via the status modal). The invoice tab shows "No invoices yet" cleanly.


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║ I. COMPANY-SPECIFIC (360DLM)                                                  ║
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I1. VIEW 360DLM INVOICE
    bt-job-d → Invoices tab → bt-inv-2 (360DLM company).
    View invoice. Verify:
    ✅ Company header: "360 Degree Logical Marketing".
    ✅ GSTIN: 04AJPPN8866P1Z3.
    ✅ Invoice No starts: "360DLM/".
    ✅ GST: IGST (client Park Hospital is state 06 Haryana ≠ company state 04 Chandigarh).
    ✅ Bank details from 360DLM's bank record (if configured).
       If 360DLM has no bank, section says "Bank details not configured — update via Admin → Companies".

I2. NEW OFFER AS 360DLM
    Offers → New Offer. Switch "Billing from" → 360 Degree Logical Marketing.
    Enter client state = 04 (same as company — Chandigarh to Chandigarh).
    ✅ GST badge switches to "CGST+SGST" (intrastate).
    Enter client state = 27 (Maharashtra).
    ✅ GST badge switches back to "IGST".
    Cancel.

I3. SENDER PROFILE PER COMPANY
    Open Clients screen (👥 icon in Offers header).
    ✅ Sender profile shows current PMS sender.
    Open settings (⚙️). Note: this is PMS sender (stored as lm360-sales-sender-pms).
    Switch company to 360DLM on offer form (even without saving).
    Reload sender settings → a SEPARATE profile for 360DLM (may be empty).
    This confirms per-company sender isolation.


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║ J. TEAR-DOWN                                                                  ║
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J1. Remove challans and payments created during testing:
    - Soft-actions via UI: there is no delete UI for challans yet
      (status=cancelled is the soft path) — mark created challan as cancelled
      if the status modal is available, else skip.
    - Payments from E5/E6 and G2 — no delete UI; use DB:
        docker exec postgres psql -U lmadmin -d lm360 -c "
          DELETE FROM sales.invoice_receipts
           WHERE receipt_id LIKE 'rcpt-%' AND created_by IN ('harish','shambhu');"
        docker exec postgres psql -U lmadmin -d lm360 -c "
          UPDATE sales.invoices SET status='issued', paid_at=NULL
           WHERE invoice_id='bt-inv-1' AND status='paid';"

J2. Wipe full seed dataset:
      docker exec -i postgres psql -U lmadmin -d lm360 \
        < /var/www/360lm/sales/test_billing_data_cleanup.sql
    Final report should show 0 in every row.

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TEST PASS CRITERIA
  - All sections B–I complete with no failures.
  - Negative tests in H behave as described.
  - Stage G loop: custodian receipt → invoice auto-paid in one action.
  - 360DLM company in all documents matches DB data (not hardcoded).
  - Tear-down in J returns DB to clean state.
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