Credit2Credit

Pre-Demo QA Checklist

Comprehensive testing sweep before tomorrow's demo

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Testing Objective

Run full end-to-end QA sweep across all pages, buttons, uploads, and demo flows

Critical Items

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High Priority

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Medium + Low

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Load Demo Data button works on all tabs (Report, Calculator, Bills, Cards, Disputes, Freeze, Analysis)

Test Steps:

  • 1.Click 'Load Demo Data' button
  • 2.Verify 6 accounts load (Chase Sapphire, Capital One, Discover, Toyota, SoFi, Medical City)
  • 3.Check all tabs show data correctly
  • 4.Verify 'Clear All Account Data' resets everything

Standard PDF upload parses correctly

Test Steps:

  • 1.Upload valid SmartCredit PDF v1
  • 2.Verify accounts load into calculator
  • 3.Check scores display in header
  • 4.Confirm Report tab shows data

Enhanced PDF upload with new format

Test Steps:

  • 1.Upload SmartCredit Enhanced PDF
  • 2.Verify parsing completes
  • 3.Check all tabs receive data
  • 4.Test with intentionally corrupted PDF

All checkup category links work

Test Steps:

  • 1.Click each active category (Cell Phone, Mortgage, Auto Insurance, etc.)
  • 2.Verify page loads without errors
  • 3.Check upload functionality on each
  • 4.Test 'Back to Financial Checkup' link

Calculator tab computes payment strategy correctly

Test Steps:

  • 1.Enter accounts with limits, balances, min payments
  • 2.Enter total payment amount
  • 3.Click Calculate
  • 4.Verify utilization, score projection, and payment schedule display
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Known Issues & Intentional Beta Features
These are expected limitations or work-in-progress features
Medium

Auto Loan Marketplace - Limited Content

Auto loan offers need more consumer-friendly copy and better filtering

Known limitation
Low

Financial Checkup - Some Categories Coming Soon

Streaming Subscriptions and other categories are placeholder

Intentional beta state
5-Minute Demo Morning Smoke Test
Quick script to run before the demo to verify everything works
1

Login as test user

test@test.com / test1234

2

Go to Credit Suite → Load Demo Data

Verify all 6 accounts load

3

Check all tabs: Report, Calculator, Bills, Cards, Disputes, Freeze, Analysis

Confirm data shows in each tab

4

Test Payment Calculator

Enter $2000 payment → Calculate → Verify results

5

Financial Checkup → Click 2-3 categories

Verify pages load and upload works

6

Marketplace → Test Insurance, Cards, Mortgages tabs

Click Apply/Get Quote on 1-2 offers

Test Accounts & Credentials

Main Test Account

Email: test@test.com

Password: test1234

SmartCredit Sandbox

URL: smartcredit.com/signup

Use test credentials from SmartCredit

⚠️ QA Best Practices

  • Test on both Chrome desktop and Safari mobile
  • Check browser console for errors after every action
  • Try double-clicking buttons and refreshing mid-flow
  • Upload both valid and intentionally corrupted files
  • Test with empty/zero values and extremely large numbers
  • After fixing any bug, re-test the entire affected flow