Phase 3: Customer gives their code to a contractor
Which tests
From docs/qat/phase3-code-to-contractor.csv.
Run every step on the live sites.
Blocking tickets as of 2026-10-22 (docs/qat/blocker_status.csv).
| # | Test name | Role | Status |
|---|---|---|---|
| 1 | Before you start | Staff, Customer, Contractor | Not run
|
| 2 | Customer's code | Customer, Contractor | Not run
|
| 3 | Contractor's invite link | Contractor, Customer | Not run
|
| 4 | Clean up | Staff | Not run
|
Before you start
0 pass · 0 fail · 5 not run.
- P3-PREP-01: Not run P3-PREP-01 · Not run · ready
- P3-PREP-02: Not run P3-PREP-02 · Not run · unblocked by customer #106, please retest
- P3-PREP-03: Not run P3-PREP-03 · Not run · unblocked by customer #108, customer #106, please retest
- P3-PREP-04: Not run P3-PREP-04 · Not run · ready
- P3-PREP-05: Not run P3-PREP-05 · Not run · ready
P3-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 P3-PREP-01 yet.
P3-PREP-02
Customer Not run- 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.
Unblocked by customer #106 — please retest.
No result has been recorded for P3-PREP-02 yet.
P3-PREP-03
Customer Not run- Do this
- As the test owner, open a building approved in Phase 1.
- Expected
- The building shows Approved, with its code and valid-until date.
Unblocked by customer #108, customer #106 — please retest.
No result has been recorded for P3-PREP-03 yet.
P3-PREP-04
Contractor Not run- Do this
- Sign in to the live contractor portal as your pre-loaded practice contractor. Every tester has one, already approved (contractor #93); Phase 2 is skipped this round, so nobody registers a new company.
- Expected
- The company shows as approved and can start a project.
No result has been recorded for P3-PREP-04 yet.
P3-PREP-05
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 P3-PREP-05 yet.
Customer's code
0 pass · 0 fail · 7 not run.
- P3-CODE-01: Not run P3-CODE-01 · Not run · unblocked by customer #108, please retest
- P3-CODE-02: Not run P3-CODE-02 · Not run · unblocked by contractor #96, please retest
- P3-CODE-03: Not run P3-CODE-03 · Not run · unblocked by contractor #96, please retest
- P3-CODE-04: Not run P3-CODE-04 · Not run · unblocked by contractor #96, please retest
- P3-CODE-05: Not run P3-CODE-05 · Not run · unblocked by contractor #96, please retest
- P3-CODE-06: Not run P3-CODE-06 · Not run · unblocked by contractor #96, customer #96, customer #97, please retest
- P3-CODE-07: Not run P3-CODE-07 · Not run · unblocked by customer #96, customer #97, please retest
P3-CODE-01
Customer Not run- Do this
- On the approved building, find its building code.
- Expected
- The code is LEA- or MEA- plus ten digits, with its valid-until date.
Unblocked by customer #108 — please retest.
No result has been recorded for P3-CODE-01 yet.
P3-CODE-02
Contractor Not run- Do this
- On the live contractor portal, look up a building and type that code.
- Expected
- That building shows: its name, address and units. No other building or household shows.
Unblocked by contractor #96 — please retest.
No result has been recorded for P3-CODE-02 yet.
P3-CODE-03
Contractor Not run- Do this
- Type the same code in lower case and without the dash.
- Expected
- The same building is found.
Unblocked by contractor #96 — please retest.
No result has been recorded for P3-CODE-03 yet.
P3-CODE-04
Contractor Not run- Do this
- Type a made-up code of the same shape.
- Expected
- The portal says no building has that code. Nothing else shows.
Unblocked by contractor #96 — please retest.
No result has been recorded for P3-CODE-04 yet.
P3-CODE-05
Contractor Not run- Do this
- Type an expired code (staff can give you one).
- Expected
- The portal refuses it and says the code has expired.
Unblocked by contractor #96 — please retest.
No result has been recorded for P3-CODE-05 yet.
P3-CODE-06
Contractor Not run- Do this
- Start a multifamily project from the building you found.
- Expected
- The project is made and linked to that building.
Unblocked by contractor #96, customer #96, customer #97 — please retest.
No result has been recorded for P3-CODE-06 yet.
P3-CODE-07
Customer Not run- Do this
- As the test owner, open the building again.
- Expected
- The contractor's project shows on the building.
Unblocked by customer #96, customer #97 — please retest.
No result has been recorded for P3-CODE-07 yet.
Contractor's invite link
0 pass · 0 fail · 4 not run.
- P3-INVITE-01: Not run P3-INVITE-01 · Not run · unblocked by contractor #96, please retest
- P3-INVITE-02: Not run P3-INVITE-02 · Not run · unblocked by contractor #96, customer #96, please retest
- P3-INVITE-03: Not run P3-INVITE-03 · Not run · unblocked by customer #96, customer #97, contractor #96, please retest
- P3-INVITE-04: Not run P3-INVITE-04 · Not run · unblocked by customer #96, customer #97, please retest
P3-INVITE-01
Contractor Not run- Do this
- Start a multifamily project with no building yet.
- Expected
- The project gets a PRJ- code and says it is waiting for the customer to link it. It cannot be submitted.
Unblocked by contractor #96 — please retest.
No result has been recorded for P3-INVITE-01 yet.
P3-INVITE-02
Contractor Not run- Do this
- Email an invite for that project to the test owner's email.
- Expected
- An invite email arrives with a single-use link.
Unblocked by contractor #96, customer #96 — please retest.
No result has been recorded for P3-INVITE-02 yet.
P3-INVITE-03
Customer Not run- Do this
- Open the invite link, sign in as the test owner, and link the project to the approved building.
- Expected
- The project shows on the building. The contractor's project shows as linked.
Unblocked by customer #96, customer #97, contractor #96 — please retest.
No result has been recorded for P3-INVITE-03 yet.
P3-INVITE-04
Customer Not run- Do this
- Open the same invite link again.
- Expected
- The portal says the link has already been used.
Unblocked by customer #96, customer #97 — please retest.
No result has been recorded for P3-INVITE-04 yet.
Clean up
0 pass · 0 fail · 1 not run.
- P3-CLEAN-01: Not run P3-CLEAN-01 · Not run · unblocked by customer #106, please retest
P3-CLEAN-01
Staff Not run- 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.
Unblocked by customer #106 — please retest.
No result has been recorded for P3-CLEAN-01 yet.