Portal — system tests (POR-ST-*)

Human-driven protocol for @enode/portal in a desktop browser (plus one mobile-viewport spot check) against backdev. Environment, accounts, and run recording: system test plan. Requirements covered: portal.md + shared.md.

Keep DevTools open (Console + Network) — a case passes only with a correct UI and no console errors and 2xx (or documented 31x) responses. Case IDs are POR-ST-<section>.<case> and are stable — append, never renumber.

Preconditions for the whole run: Pro coach/admin account on backdev with ≥2 athletes, ≥1 template, scheduled + recurring workouts, completed sessions (run tracking protocol §7 first if history is empty); a One account; a restricted (athlete) account; the roster CSV fixture.

1. Auth & entry

#	Use case	Covers	Steps	Expected result	Result	Notes
1.1	Pro sign-in	SHR-AUTH-01, POR-AUTH-01	Sign in with the Pro coach account at /	Redirects to /dashboard; sidebar shows privilege-appropriate entries		[automate]
1.2	One sign-in	POR-AUTH-01	Sign in with the One account	Login succeeds; migration entry is prominent (One users come to migrate)
1.3	Registration (Pro-only)	SHR-AUTH-03, POR-AUTH-01	Walk the registration flow; test one invalid input	Pro registration completes; validation errors shown inline; no One registration offered
1.4	Cold-start redirect	SHR-AUTH-02	With a stored token, open /	Redirects straight to /dashboard		[automate]
1.5	Sign out & 401 bounce	SHR-AUTH-05	Sign out; then open /dashboard/users directly	Back at login; the deep link bounces to login while unauthenticated
1.6	Device-limit dialog	SHR-AUTH-06, POR-AUTH-02	Exceed the account's device sessions, then sign in	310 → device-limit dialog; freeing a slot lets login continue
1.7	Invitation flow	SHR-AUTH-07, POR-AUTH-02	Sign in with a freshly invited user	312 → invitation dialog; accepting continues into the dashboard
1.8	Onboarding redirect	SHR-AUTH-08, POR-AUTH-02	Sign in with an account with incomplete onboarding	311 → onboarding flow before the dashboard

2. Dashboard

#	Use case	Covers	Steps	Expected result	Result	Notes
2.1	Range summaries	POR-DASH-01	Open /dashboard; switch the time range	Athletes / sessions / volume / sets cards update per range
2.2	Trends vs prior period	POR-DASH-01	Read the trend indicators	Trend deltas plausible vs the prior equal-length period (spot-check one against history)
2.3	Rankings	POR-DASH-02	Check top exercises + athlete activity	Rankings populated and consistent with recent sessions
2.4	Sessions table	POR-DASH-02	Check the completed-sessions table	Recent sessions listed; opening one shows its details

3. Planner

Run the full Planner manual test protocol (§1–§11) as part of a release run — it covers POR-PLAN-01..03 in depth.

#	Use case	Covers	Steps	Expected result	Result	Notes
3.1	Drag & drop reschedule	POR-PLAN-02	Drag a workout chip to another day (month view)	Chip moves; backend updated (2xx or 313 flow); persists on refresh		not in the planner protocol

4. Devices

#	Use case	Covers	Steps	Expected result	Result	Notes
4.1	List & search	POR-DEVICES-01	Open /dashboard/devices; search for a known device	Device sessions listed; search narrows correctly
4.2	Remove session	POR-DEVICES-01	Remove a device session (e.g. the tracking test device)	Removed from the list; that device is signed out / must re-auth

5. Users & roster

#	Use case	Covers	Steps	Expected result	Result	Notes
5.1	Table search & role filter	POR-USERS-01	Search a name; toggle admin/coach/athlete filters	Rows filter correctly; counts match		[automate]
5.2	Create & edit user	POR-USERS-02	Create an athlete with metadata; reopen and edit	Created user appears; edits persist after reload
5.3	Bulk add tags	POR-USERS-03	Select 2+ users → bulk add a tag	Tag applied to all selected; visible in the table/drawer
5.4	Bulk delete	POR-USERS-03	Select the test users → bulk delete	Confirmation required; users gone after confirm + reload
5.5	Roster CSV upload	POR-USERS-04, POR-NOTIF-02	Upload the CSV fixture: dropzone → mapping → validation → review → upload	Columns auto-map; invalid rows flagged in review; upload runs async with live progress; users exist afterwards
5.6	Units in user drawer	SHR-UNITS-01, POR-USERS-02	Toggle metric ↔ imperial; open a user's height/weight	Values convert correctly both ways
5.7	Per-user actions	POR-USERS-05	From a user row: export data; view upcoming workouts	Export starts (see §13); upcoming workouts listed

6. Exercises

#	Use case	Covers	Steps	Expected result	Result	Notes
6.1	Search	POR-EXER-01	Search by name and by tag	Matching exercises shown		[automate]
6.2	Filters & favourites	POR-EXER-01	Apply equipment + muscle-category filters; favourite an exercise	Filters combine correctly; favourite persists after reload
6.3	Custom overrides	POR-EXER-02	In the detail drawer, set a custom name/details; save	Override shown in the catalogue; base catalogue data still visible in the drawer

7. Workout templates

#	Use case	Covers	Steps	Expected result	Result	Notes
7.1	List, search, tag filter	POR-WKT-01	Search templates; filter by tag	Cards filter correctly
7.2	Create & edit	POR-WKT-01	Create a template with 2 exercises; reopen and edit	Template persists; edits visible in the tracking app's template picker too
7.3	Bulk delete	POR-WKT-01	Select test templates → delete	Confirmation; gone after reload

8. Tags

#	Use case	Covers	Steps	Expected result	Result	Notes
8.1	List & access-level filter	POR-TAGS-01	Filter by visibility chips	Tags filter by access level
8.2	Create & edit	POR-TAGS-01	Create a tag with color/details; edit it	Persists; color renders in pills; relations section populates where linked
8.3	Bulk delete	POR-TAGS-01	Select test tags → delete	Confirmation; gone after reload; no orphaned pills on users/exercises

9. Insights (custom charts)

#	Use case	Covers	Steps	Expected result	Result	Notes
9.1	Build a chart	POR-INS-01	Builder drawer → pick a chart type, metric, athletes → save	Chart renders with real data on the board
9.2	Board layout	POR-INS-01	Drag a chart to a new position	Layout change persists after reload
9.3	Per-user persistence	POR-INS-01	Reload; sign out/in	Charts and layout restored for the same user

10. Profiles (performance matrix)

#	Use case	Covers	Steps	Expected result	Result	Notes
10.1	Matrix renders	POR-PROF-01	Open Profiles; pick axes with known data	Athlete × exercise matrix populates
10.2	List/grid persisted	POR-PROF-01	Switch list ↔ grid; reload	Chosen view persists
10.3	Pair detail & trend	POR-PROF-01	Open a cell/pair	Pair detail with per-athlete trend renders

11. History & session details

#	Use case	Covers	Steps	Expected result	Result	Notes
11.1	Search & filters	POR-HIST-01	Filter history by athlete/exercise	Sessions filter correctly		[automate]
11.2	Pagination & window	POR-HIST-01	Page through results	Pagination works; results within the last-year default window
11.3	Session drawer	POR-HIST-02	Open a session (one recorded in the tracking run)	Drawer opens with summary tab + technique board; set data matches what was tracked

12. Migration

#	Use case	Covers	Steps	Expected result	Result	Notes
12.1	Entry points	SHR-AUTH-04, POR-MIGR-01	Open migration from the sidebar and from the auth-time entry (One account)	Wizard opens from both
12.2	Wizard flow	POR-MIGR-01	Walk the wizard with a legacy test account (athletes/groups/history)	Steps complete; migrated entities appear (users/tags/history)		needs legacy test data
12.3	Manual exercise mapping	POR-MIGR-02	Reach the exercise-mapping step	No auto-suggestions (by design); coach picks each mapping manually; picks are applied

13. Export

#	Use case	Covers	Steps	Expected result	Result	Notes
13.1	Export flow + deep link	POR-EXP-01	Run an export from the route; then open an export deep-link URL	Export produces a download; deep link seeds the flow's selections
13.2	PDF export	POR-EXP-01	Export as PDF	Valid, readable PDF with the selected data

14. Notifications

#	Use case	Covers	Steps	Expected result	Result	Notes
14.1	Live arrival	POR-NOTIF-01	Trigger a notification (e.g. finish a roster upload or export) while on another page	Arrival peek shows; bell unread badge increments without reload
14.2	Inbox operations	POR-NOTIF-01	In the inbox: switch filter segments, mark read, delete	All three work; unread badge updates
14.3	Deep-link expand	POR-NOTIF-01	Open a notification deep link (expand param)	Inbox opens with that notification expanded

15. Privileges & roles

#	Use case	Covers	Steps	Expected result	Result	Notes
15.1	Gated navigation	POR-RBAC-01	Sign in with the restricted (athlete) account	Users/Insights/roster/migration/export entries hidden per missing privileges
15.2	Direct-route block	POR-RBAC-01	As the restricted user, open /dashboard/users and /dashboard/data/insights directly	Blocked/redirected — no data renders
15.3	Role model	POR-RBAC-02	As admin, inspect the Users role filters and an owner account	Filters show admin ("Facility")/coach/athlete; owner excluded from filters but visible with full access

16. Cross-cutting

#	Use case	Covers	Steps	Expected result	Result	Notes
16.1	Offline surface	SHR-ERR-01	Toggle DevTools offline mode on the dashboard	Connection-loss card/banner appears; recovery restores data without reload artifacts
16.2	Error surfaces	SHR-ERR-02, SHR-ERR-03	Provoke a failing request (e.g. save while offline / force a 5xx via DevTools blocking)	Toast/inline alert with backend message or fallback; Try again + Report offered on application errors; blocking dialog only for blocking class
16.3	i18n scan	SHR-I18N-01	Scan all pages visited this run	No raw keys, undefined, or hardcoded dev strings
16.4	Reference-data gating	SHR-ERR-04	Load a data page with its reference call blocked (DevTools request blocking), then unblock + retry	Explicit error/retry state (RequireData), never an empty-but-broken table; retry recovers
16.5	Debug absent in prod	—	On a production build, open /dashboard/debug	Renders nothing/404; no Debug nav entry
16.6	Mobile viewport spot check	—	Narrow to <1024px; navigate 3 pages; open a drawer	Sidebar becomes slide-in overlay and auto-collapses on navigation; no horizontal scroll; drawers usable

17. Archived users

Precondition: one archived athlete with recorded history, and one scheduled on a future workout. Archive via a user's drawer (needs writeUserStatus).

#	Use case	Covers	Steps	Expected result	Result	Notes
17.1	Hidden from every live surface	SHR-ARCH-01	Look for the archived athlete in: any athlete picker (planner, insights, export), the history search typeahead, and the Profiles athlete axis	Absent everywhere; only the Users page's Archived view lists them
17.2	History archived compartment	SHR-ARCH-03, POR-HIST-05	On History, find a page containing their sessions; toggle the Archived chip	Default view hides their sessions; the Archived view shows only theirs; "Showing X of Y on this page" reflects the split		archived pages are often empty — page around
17.3	Data stays exportable	SHR-ARCH-03	Users → Archived → select the athlete → Export	The export flow opens seeded with them and produces their data (not an empty export)
17.4	Saving doesn't drop them	SHR-ARCH-04	Planner: open a workout that has an archived participant, change only the name/time, save. Inspect the request body	The archived athlete's id is still in participants — they were not silently removed		[automate]
17.5	Explicit edit drops them	SHR-ARCH-02	Same workout: open the athlete picker and confirm without changing anything; save	The archived athlete is now removed (an explicit edit, not a silent one)
17.6	Names still resolve	SHR-ARCH-03	Open a saved insights chart whose config names the archived athlete	The facet shows their name, not a raw UUID		key regression

---

Coverage table

Requirement	Cases
POR-AUTH-01	1.1, 1.2, 1.3
POR-AUTH-02	1.6, 1.7, 1.8
POR-DASH-01	2.1, 2.2
POR-DASH-02	2.3, 2.4
POR-PLAN-01	Planner protocol §1–§5
POR-PLAN-02	Planner protocol §6, §8, §9 + 3.1
POR-PLAN-03	Planner protocol §7
POR-DEVICES-01	4.1, 4.2
POR-USERS-01	5.1
POR-USERS-02	5.2, 5.6
POR-USERS-03	5.3, 5.4
POR-USERS-04	5.5
POR-USERS-05	5.7
POR-EXER-01	6.1, 6.2
POR-EXER-02	6.3
POR-WKT-01	7.1, 7.2, 7.3
POR-TAGS-01	8.1, 8.2, 8.3
POR-INS-01	9.1, 9.2, 9.3
POR-INS-02	— mocked; known behaviour
POR-PROF-01	10.1, 10.2, 10.3
POR-HIST-01	11.1, 11.2
POR-HIST-02	11.3
POR-HIST-03	— wip; known behaviour
POR-HIST-04	— wip
POR-HIST-05	17.2
SHR-ARCH-01..04	17.1, 17.5, 17.2/17.3/17.6, 17.4
POR-MIGR-01	12.1, 12.2
POR-MIGR-02	12.3
POR-EXP-01	13.1, 13.2
POR-NOTIF-01	14.1, 14.2, 14.3
POR-NOTIF-02	5.5
POR-RBAC-01	15.1, 15.2
POR-RBAC-02	15.3
SHR-AUTH-01..08	1.1, 1.4, 1.3, 12.1, 1.5, 1.6, 1.7, 1.8
SHR-I18N-01	16.3
SHR-UNITS-01	5.6
SHR-ERR-01..04	16.1, 16.2, 16.2, 16.4

Known/expected behaviours (not defects)

• Insights builder preview / empty state / walkthrough charts are synthetic (POR-INS-02) — educational visuals, not backend data.
• Session-summary zone-distribution & muscle-map cards are WIP (POR-HIST-03): real V2 DTO data, marked WIP in code; zone card only on conventional-strength exercises. Oddities there are tracked as WIP, not run defects — but crashes still count.
• History has no dedicated date-range picker yet (POR-HIST-04); default window is the last year.
• The Workouts page carries an in-code "structural first pass" note; rough edges beyond the tested cases in §7 should be logged as notes, not blockers.
• Roobert font 404s in dev are expected locally (see the planner protocol).