Beta Release QA Matrix: Changes Since 2026-04-03

Scope

This matrix covers the main beta-test areas added or updated since Friday 2026-04-03. It is intentionally grouped by feature so testers can move through the release in a clear order without needing to understand implementation details.

Primary feature groups in this release:

• Mobile onboarding and email-link flows
• Mobile driver load flow and messaging updates
• SaaS billing and subscription management
• Super admin customer management
• Trucking dispatch timing alerts and scheduler follow-up

Environments

• API version/branch: feature/trucking-scheduler-timing-redesign
• Mobile version/branch: chore/release-beta-2026-04-04-mobile
• Service version/branch: feature/release-beta-2026-04-04-service
• Docs version/branch: chore/release-beta-2026-04-04-docs
• App type: trucking primary, admin/backoffice secondary
• Test tenant(s): one trucking tenant with assigned drivers, one tenant admin, one super admin user

Pre-Test Setup

1. Use the latest beta API, service web app, and mobile build.
2. Have test users ready for these roles: driver, tenant admin, super admin.
3. Prepare one valid invite link and one valid password reset link for mobile onboarding tests.
4. Prepare one expired or already-used onboarding link to verify error handling.
5. Ensure at least one trucking load with legs is assigned to a driver.
6. Ensure one tenant has billing data available in Stripe-backed test data.
7. For dispatch alert checks, use a load/leg that can show timing review or attention states.

Matrix

ID	Area	Scenario	Steps	Expected Result
Q1	Mobile Onboarding	Driver signs in normally	Open mobile app, sign in with valid driver credentials	Login succeeds and user lands in the app without unexpected redirects
Q2	Mobile Onboarding	Forgot password request	From login, open forgot password and submit a valid email	Success state is shown and reset instructions are sent
Q3	Mobile Onboarding	Invite accept in app	Open a valid invite link on device and complete activation	App opens to activation flow, account activates, and user is signed in or moved to profile setup
Q4	Mobile Onboarding	Reset password in app	Open a valid reset link on device and set a new password	App opens to reset flow, password updates, and user is returned to sign in cleanly
Q5	Mobile Onboarding	Invalid or expired onboarding link	Open an invalid, expired, or already-used invite/reset link	Screen shows clear inline guidance instead of a confusing dead end
Q6	Mobile Onboarding	Logged-in user opens someone else’s link	While signed in, open an invite or reset link for another account	User sees safe guidance and can sign out before continuing
Q7	Driver Flow	Driver load status progression	Open assigned load/leg and move through start, in-progress, and complete actions as allowed	Status updates succeed and the active leg context stays in sync
Q8	Driver Flow	Driver schedule/load visibility	Review driver loads for the assigned day and open load details	Assigned work appears on the correct day and details match the assignment
Q9	Messaging	Conversation list and unread state	Open messages, review unread badges, open a thread, and return to list	Unread styling is clear, thread opens correctly, and state refreshes as expected
Q10	Messaging	Send message guardrails	In a message thread, try empty send, then send a valid message	Empty send is blocked, valid send succeeds, and no duplicate send behavior appears
Q11	Billing	Tenant billing summary loads	As tenant admin, open billing in settings	Billing summary loads with plan/subscription details or a safe empty state
Q12	Billing	Billing checkout and portal actions	Launch checkout or portal from billing UI	User is sent to the correct Stripe flow without broken navigation
Q13	Billing	Webhook-driven subscription sync	Complete or simulate subscription changes, then refresh billing views	Billing state reflects the latest subscription/payment result
Q14	Super Admin	Customer dashboard and list access	Sign in as super admin and open dashboard/customers pages	Access is allowed only for super admin and pages load usable data
Q15	Super Admin	Customer detail and billing review	Open a customer record and review overview/settings/billing details	Customer detail pages render correctly and billing information is available
Q16	Dispatch Alerts	Timing alert review workflow	Open a trucking dispatch item with a timing alert and review its state	Alert status, attention state, and follow-up state render consistently
Q17	Dispatch Alerts	Non-blocking alert visibility	Open an item with informational or data-quality alert content	Alert remains visible without incorrectly blocking the workflow
Q18	Release Fallback	App link web fallback	Remove the app or use a non-installed test device, then open invite/reset links	Hosted web fallback opens instead of a broken deep link

API Verification Checklist

• Confirm mobile auth endpoints still return expected success and error shapes.
• Confirm billing endpoints work: GET /api/v1/billing/summary, POST /api/v1/billing/checkout-session, POST /api/v1/billing/portal.
• Confirm billing webhooks update tenant billing state without duplicate processing issues.
• Confirm admin dashboard/customer routes only allow authorized access.
• Confirm search, approval, and tenant-scoped job flows still behave normally after backend hardening.

Mobile Verification Checklist

• Verify login, forgot password, invite activation, reset password, and profile setup flows.
• Verify invalid, expired, used-link, and logged-in edge cases show clear screen guidance.
• Verify driver loads, leg actions, and detail views still work for trucking users.
• Verify message list unread indicators and thread send behavior feel stable.
• Verify invite and reset links open in app on a fresh iOS build for the target environment.

Service Verification Checklist

• Verify billing screens load for tenant admins and do not break settings navigation.
• Verify super admin-only routes block non-super-admin users.
• Verify super admin customer list, detail, and billing screens refresh correctly after actions.
• Verify dispatch timing alert UI still renders expected review and attention states.
• Verify hosted app-link association files are available on the beta web host.

Regression Checklist

• Existing login/logout/session refresh behavior still works for web and mobile users.
• Existing trucking load and leg workflows remain usable after the driver updates.
• Existing conversation/thread behavior is still stable after messaging UX changes.
• Existing tenant-scoped access rules still protect customer data.
• Existing billing-free or manually managed tenants still see safe states.

Exit Criteria

• All critical onboarding, driver flow, billing, and admin test cases pass.
• No blocker issues remain for sign-in, onboarding links, driver load completion, or billing access.
• Beta testers can complete at least one end-to-end driver flow and one end-to-end billing/admin review flow.
• Known risk: universal/app-link behavior still requires real-device confirmation on beta for final sign-off.