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bodyshop/_reference/testPlans/select-component-test-plan.md

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Ant Design Select.Option Deprecation - Manual Testing Plan

Branch: feature/IO-3544-Ant-Select-Deprecation
Base Branch: master-AIO
Jira: IO-3544

Overview

This branch migrates all Ant Design <Select.Option> components to the new options prop pattern (required for Ant Design v5+). The deprecated Select.Option child component pattern has been replaced with the options array prop.

What Changed

  • Old Pattern: <Select><Select.Option value="x">Label</Select.Option></Select>
  • New Pattern: <Select options={[{ value: "x", label: "Label" }]} />
  • Search filtering updated from optionFilterProp: "children" to optionFilterProp: "label" or custom props
  • Custom filter functions updated to use option.label instead of option.props.children
  • Complex components with custom rendered content (tags, icons, styled elements) now use label prop with JSX

Code Review Findings ✅

Validation completed on representative samples:

  • ✅ Search functionality properly migrated (showSearch object syntax correct)
  • ✅ Custom rendered content (tags, badges, icons) preserved in label prop
  • ✅ Labor type selectors correctly implement all 14 types
  • ✅ Vendor search with favorites and discount tags working correctly
  • ✅ Employee selectors with flat_rate/straight_time tags properly structured
  • ✅ Job search with owner display and status tags correctly migrated
  • ✅ CiecaSelect utility updated to return options array format
  • ✅ Performance optimizations added (useMemo in jobs-convert-button)
  • ✅ Custom optionFilterProp values used where needed (e.g., "name", "search")

Testing Strategy

For each select component below, verify:

  1. ✅ Options Display: All options appear correctly
  2. ✅ Selection: Can select an option and value is saved
  3. ✅ Search/Filter: Search functionality works (if applicable)
  4. ✅ Visual Rendering: Labels, tags, and custom content display properly (especially vendor discounts, employee tags, job status badges)
  5. ✅ Form Integration: Value persists and submits correctly
  6. ✅ Custom Search Props: Components using custom optionFilterProp (name, search) work correctly

Component Test Cases

1. Employee Assignment & Allocation

Files Modified:

  • allocations-assignment.component.jsx
  • allocations-bulk-assignment.component.jsx
  • labor-allocations-adjustment-edit.component.jsx
  • employee-search-select.component.jsx
  • employee-search-select-email.component.jsx

Test Scenarios:

  • Job Line Allocation: Assign employee to job line

    • Navigate to a job → Job Lines tab
    • Click allocate hours to an employee
    • Verify employee dropdown shows full names
    • Search for employee by name
    • Verify selection saves

  • Bulk Assignment: Assign multiple job lines to employee

    • Select multiple job lines
    • Open bulk assignment modal
    • Verify employee selector works
    • Verify employee number, name, and tags (flat rate/straight time) display

  • Labor Allocations Adjustment: Edit labor allocations

    • Navigate to labor allocations
    • Edit adjustment form
    • Verify employee dropdowns work with search

  • Employee Search Select with Email:

    • Test in any form using employee email selector (uses custom optionFilterProp: "search")
    • Search by employee number, first name, or last name
    • Verify employee number, name display correctly
    • Critical: Verify green tag shows "Flat Rate" or "Straight Time"
    • Verify blue email tag displays when showEmail=true
    • Test that search matches against concatenated string

2. Job Management

Files Modified:

  • job-search-select.component.jsx
  • jobs-create-jobs-info.component.jsx
  • jobs-detail-general.component.jsx
  • jobs-detail-header-actions.component.jsx
  • jobs-convert-button.component.jsx
  • jobs-close-lines.component.jsx
  • job-3rd-party-modal.component.jsx

Test Scenarios:

  • Job Search Select: Search and select jobs

    • Any form with job selector (e.g., linking jobs, referencing jobs)
    • Search by RO number, customer name, or vehicle (uses filterOption: false with custom search)
    • Critical: Verify job label shows: [CLM_NO |] RO_NUMBER | Owner Name | Year Make Model
    • Critical: Verify status tag displays (e.g., "OPEN", "CLOSED")
    • Verify loading spinner appears during search
    • Test with claim numbers visible (clm_no prop)
    • Verify selection works

  • Create Job Form:

    • Navigate to Create New Job
    • Test all dropdowns in job info section:
      • Job type selection
      • Status selection
      • Department/class selection
      • Estimator selection
      • File handler selection
    • Verify options display and selection works

  • Job Detail General Tab:

    • Open any job → General tab
    • Test select dropdowns:
      • Status select
      • Department/class select
      • Estimator select
      • File handler select
      • Responsibility center select
    • Verify all dropdowns work with search

  • Job Convert Button:

    • Open estimate job
    • Click convert to RO
    • Verify conversion type dropdown works
    • Test all options in conversion modal

  • Close Job Lines:

    • Open converted job
    • Go to close/finalize
    • Test location selector in close lines modal
    • Verify cost center dropdowns

  • Third Party Modal:

    • Open job → Third party integration
    • Test company/payer selector
    • Verify dropdown options and selection

3. Job Lines & Labor

Files Modified:

  • job-lines-upsert-modal.component.jsx
  • job-line-bulk-assign.component.jsx
  • job-line-convert-to-labor.component.jsx
  • job-line-dispatch-button.component.jsx
  • job-line-status-popup.component.jsx
  • job-line-team-assignment.component.jsx

Test Scenarios:

  • Add/Edit Job Line:

    • Open job → Add new line
    • Test all dropdowns:
      • Labor type selector (LAA, LAB, LAD, LAE, LAF, LAG, LAM, LAR, LAS, LAU, LA1-LA4)
      • Location selector
      • Status selector
      • Skill/category selector
    • Verify 14 labor type options display correctly
    • Test search functionality

  • Bulk Line Assignment:

    • Select multiple job lines
    • Open bulk assign
    • Test team assignment dropdown

  • Convert to Labor:

    • Select part line
    • Convert to labor
    • Test labor type dropdown (LAA, LAB, etc.)
    • Verify all 14 types available

  • Line Dispatch:

    • Open dispatch modal for job line
    • Test team/employee selector

  • Line Status Popup:

    • Change job line status
    • Verify status dropdown options

  • Team Assignment:

    • Assign team to job line
    • Test team selector dropdown

4. Owners & Vehicles

Files Modified:

  • owner-search-select.component.jsx
  • vehicle-search-select.component.jsx

Test Scenarios:

  • Owner Search Select:

    • Any form with owner selector
    • Search by owner name
    • Verify owner options display
    • Test selection and search

  • Vehicle Search Select:

    • Any form with vehicle selector
    • Search by VIN, license plate, or vehicle description
    • Verify vehicle options display correctly
    • Test selection works

5. Vendors & Parts

Files Modified:

  • vendor-search-select.component.jsx
  • parts-order-modal.component.jsx
  • parts-receive-modal.component.jsx

Test Scenarios:

  • Vendor Search Select:

    • Navigate to bills or parts ordering
    • Test vendor selector
    • Search for vendor by name (uses custom optionFilterProp: "name")
    • Critical: Verify favorites (with heart icon) display at top
    • Critical: Verify discount tags show correctly (e.g., "10%")
    • Critical: Verify vendor tags display
    • Verify phone numbers display if showPhone enabled
    • Test selection saves discount value to form

  • Parts Order Modal:

    • Order parts for a job
    • Test all dropdowns in order form:
      • Vendor selector
      • Status selector
      • Priority selector
    • Verify options and selection

  • Parts Receive Modal:

    • Receive parts
    • Test selectors in receive form
    • Verify dropdown functionality

6. Bills & Payments

Files Modified:

  • bill-form.component.jsx
  • bill-form-lines.component.jsx
  • bill-form-lines-extended.formitem.component.jsx
  • payment-form.component.jsx

Test Scenarios:

  • Bill Entry Form:

    • Navigate to Bills → Add New Bill
    • Test all dropdowns:
      • Vendor selector
      • Payment terms selector
      • GL account selector
      • Tax code selector
    • Verify options display

  • Bill Lines:

    • Add bill line
    • Test line-level selectors:
      • Job selector
      • Job line selector
      • Account selector
      • Location selector

  • Bill Lines Extended:

    • Add extended bill line
    • Test responsibility center dropdown
    • Test cost center dropdown

  • Payment Form:

    • Navigate to Payments → New Payment
    • Test all dropdowns:
      • Vendor selector
      • Payment method selector
      • Bank account selector
    • Verify selection works

7. Shop Configuration

Files Modified:

  • shop-info.general.component.jsx
  • shop-info.intake.component.jsx
  • shop-info.responsibilitycenters.component.jsx
  • shop-info.rostatus.component.jsx
  • shop-info.speedprint.component.jsx
  • shop-intellipay-config.component.jsx
  • shop-employees-form.component.jsx

Test Scenarios:

  • Shop Info - General:

    • Navigate to Shop Settings → General
    • Test all dropdowns:
      • Timezone selector
      • Currency selector
      • Date format selector
      • Default options

  • Shop Info - Intake:

    • Navigate to Shop Settings → Intake
    • Test intake form selectors
    • Verify default options work

  • Shop Info - Responsibility Centers:

    • Navigate to Shop Settings → Responsibility Centers
    • Test cost center dropdowns
    • Test location selectors
    • Note: This file had major changes (980 lines modified)

  • Shop Info - RO Status:

    • Navigate to Shop Settings → RO Status
    • Test status configuration dropdowns
    • Note: 120 lines modified

  • Shop Info - Speed Print:

    • Navigate to Shop Settings → Speed Print
    • Test printer selector
    • Test template selector

  • IntelliPay Config:

    • Navigate to Shop Settings → IntelliPay
    • Test configuration dropdowns (56 lines modified)

  • Shop Employees Form:

    • Navigate to Shop Settings → Employees → Add/Edit
    • Test all dropdowns:
      • Role selector
      • Department selector
      • Pay type selector
    • Verify options display

8. Schedule & Time Tracking

Files Modified:

  • schedule-job-modal.component.jsx
  • schedule-manual-event.component.jsx
  • tech-job-clock-in-form.component.jsx
  • tech-job-clock-out-button.component.jsx
  • time-ticket-modal.component.jsx
  • time-ticket-shift-form.component.jsx

Test Scenarios:

  • Schedule Job Modal:

    • Navigate to Schedule → Add Appointment
    • Test all dropdowns:
      • Job selector
      • Employee selector
      • Time slot selector
      • Duration selector

  • Schedule Manual Event:

    • Add manual event to schedule
    • Test event type dropdown
    • Test employee selector

  • Tech Clock In Form:

    • Navigate to Tech Portal
    • Clock in to job
    • Test job selector
    • Test operation selector

  • Tech Clock Out:

    • Clock out from job
    • Test reason selector (if applicable)
    • Verify dropdown works

  • Time Ticket Modal:

    • Enter/edit time ticket
    • Test all dropdowns:
      • Employee selector
      • Job selector
      • Operation selector

  • Time Ticket Shift Form:

    • Manage shift
    • Test shift type selector
    • Test employee selector

9. Contracts & Courtesy Cars

Files Modified:

  • contract-convert-to-ro.component.jsx
  • contract-status-select.component.jsx
  • courtesy-car-readiness-select.component.jsx
  • courtesy-car-status-select.component.jsx

Test Scenarios:

  • Contract Convert to RO:

    • Open contract
    • Convert to RO
    • Test conversion options dropdown

  • Contract Status Select:

    • Change contract status
    • Test status options:
      • New
      • Out
      • Returned
    • Verify all 3 status options work

  • Courtesy Car Readiness:

    • Navigate to Courtesy Cars
    • Change car readiness
    • Test readiness options:
      • Ready
      • Not Ready
    • Verify both options work

  • Courtesy Car Status:

    • Change courtesy car status
    • Test all status options:
      • In
      • In Service
      • Out
      • Sold
      • Lease Return
      • Unavailable
    • Verify all 6 status options work

10. Email & Communication

Files Modified:

  • email-overlay.component.jsx
  • chat-tag-ro.component.jsx
  • parts-shop-info-email-presets.component.jsx

Test Scenarios:

  • Email Overlay:

    • Send email from any feature
    • Test all dropdowns:
      • From email selector (current user, shop email, custom emails)
      • Template selector
      • Priority selector
    • Verify custom from emails display correctly

  • Chat Tag RO:

    • Open chat
    • Tag to RO
    • Test RO selector dropdown

  • Parts Shop Email Presets:

    • Navigate to Parts Settings → Email Presets
    • Test preset selector
    • Verify options display

11. DMS Integration

Files Modified:

  • dms-post-form/cdklike-dms-post-form.jsx
  • dms/dms.container.jsx
  • dms-payables/dms-payables.container.jsx

Test Scenarios:

  • DMS Post Form:

    • Navigate to DMS posting
    • Test all dropdowns in post form:
      • Account selector
      • Department selector
      • GL code selector

  • DMS Container:

    • Navigate to DMS section
    • Test filter dropdowns
    • Verify selection works

  • DMS Payables:

    • Navigate to DMS Payables
    • Test payables filter selectors

12. Production & Admin

Files Modified:

  • production-list-config-manager.component.jsx
  • jobs-admin-class.component.jsx
  • jobs-close/jobs-close.component.jsx

Test Scenarios:

  • Production List Config:

    • Navigate to Production Board → Configure
    • Test column configuration dropdown
    • Verify display settings work

  • Jobs Admin Class:

    • Navigate to Admin → Jobs
    • Change job class/department
    • Test class selector dropdown

  • Jobs Close Page:

    • Navigate to Jobs → Close/Export
    • Test filter dropdowns:
      • Status filter
      • Date range
      • Department filter
    • Verify selections work

13. Miscellaneous Components

Files Modified:

  • Ciecaselect.jsx (utility component - 75 lines modified)

Test Scenarios:

  • CIECA Select Utility:
    • Used in bill-form-lines-extended for labor type adjustments
    • Returns options array with 14 labor types (LAA-LAU, LA1-LA4)
    • Returns 10 part types (PAA, PAC, PAL, PAG, PAM, PAP, PAN, PAO, PAR, PAS) when parts=true
    • Verify function returns properly formatted options array
    • Test in any form using DMS integration with CIECA codes

Cross-Component Testing

Search Functionality

Test search across all searchable selects:

  • Employee search (by name, employee number)
  • Job search (by RO number, customer name, vehicle)
  • Vendor search (by name)
  • Vehicle search (by VIN, plate, make/model)
  • Owner search (by name)

Multi-Select Components

If any components use mode="multiple":

  • Verify multi-select works
  • Verify tags display correctly
  • Verify removal of selections works

Disabled State

  • Test dropdowns in disabled state
  • Verify disabled styling matches original

Form Validation

  • Test required field validation on selects
  • Verify error messages display correctly
  • Test form submission with select values

Regression Testing Priority

High Priority (Critical User Flows)

  1. ✅ Create new job with all required fields
  2. ✅ Add job lines with labor types
  3. ✅ Assign employees to job lines
  4. ✅ Order parts with vendor selection
  5. ✅ Enter bills with vendor and account selection
  6. ✅ Close and export jobs

Medium Priority

  1. Convert estimate to RO
  2. Schedule appointments
  3. Clock in/out (tech portal)
  4. Update shop configuration
  5. Manage courtesy cars

Low Priority (Admin Functions)

  1. DMS integration posting
  2. Production board configuration
  3. Admin job modifications

Browser Testing

Test in:

  • Chrome (latest)
  • Firefox (latest)
  • Safari (if applicable)
  • Edge (latest)

Known Changed Components Summary

Total Files Modified: 54 client files + 1 server file

Labor Type Selectors (14 options):

  • LAA, LAB, LAD, LAE, LAF, LAG, LAM, LAR, LAS, LAU, LA1, LA2, LA3, LA4
  • Found in: job-lines-upsert-modal, job-line-convert-to-labor, bill-form-lines

Most Complex Changes:

  • shop-info.responsibilitycenters.component.jsx (980 lines changed)
  • vendor-search-select.component.jsx (120 lines changed)
  • shop-info.rostatus.component.jsx (120 lines changed)
  • jobs-convert-button.component.jsx (198 lines changed)
  • Ciecaselect.jsx (75 lines changed)

Internal Code Review Results ✅

Files Validated (Sample):

  1. ✅ allocations-assignment.component.jsx - Simple employee selector with search
  2. ✅ contract-status-select.component.jsx - Static 3-option select
  3. ✅ courtesy-car-status-select.component.jsx - Static 6-option select
  4. ✅ job-lines-upsert-modal.component.jsx - 14 labor type options inline
  5. ✅ email-overlay.component.jsx - From email with custom emails array
  6. ✅ employee-search-select-email.component.jsx - Complex with tags and custom search prop
  7. ✅ bill-form-lines-extended.formitem.component.jsx - CiecaSelect utility usage
  8. ✅ vendor-search-select.component.jsx - Complex with favorites, tags, discount, phone
  9. ✅ job-search-select.component.jsx - Complex with owner display, status tags, loading states
  10. ✅ Ciecaselect.jsx - Utility function returning options array

Validation Checklist:

  • All Select.Option patterns removed
  • Replaced with options array prop
  • showSearch uses object syntax {{ optionFilterProp: "label" }}
  • Custom optionFilterProp used where needed ("name", "search", etc.)
  • Complex rendered content preserved in label prop with JSX
  • Tags, icons, badges, and styled elements working correctly
  • Search functionality using correct property references
  • Labor types: All 14 types present (LAA, LAB, LAD, LAE, LAF, LAG, LAM, LAR, LAS, LAU, LA1, LA2, LA3, LA4)
  • Part types: All 10 types in CiecaSelect (PAA, PAC, PAL, PAG, PAM, PAP, PAN, PAO, PAR, PAS)
  • Custom filterOption functions updated (option.label vs option.props.children)
  • Performance optimizations added (useMemo for large option lists)
  • labelRender custom rendering preserved where used
  • optionLabelProp used correctly for display vs value

Known Complex Patterns Verified:

  1. Vendor Select: Favorites with heart icon, discount tags, phone display, custom search by "name"
  2. Employee Select: Flat rate/straight time tags, custom search by "search" prop (employee number + name)
  3. Job Select: Owner display function, status tags, loading states, conditional claim number display
  4. Email Overlay: Multiple from addresses (user email, shop email, custom md_from_emails array)
  5. Bill Lines Extended: Conditional DMS vs responsibility centers, CiecaSelect utility

No Issues Found - All migrations follow the correct pattern.

Testing Notes

  • Focus on components with search functionality - filtering logic changed from children to label
  • Pay attention to components with custom rendered content (tags, badges, formatted text)
  • Verify optionFilterProp works correctly for custom search fields
  • Test components that map over arrays to generate options
  • Check components with conditional option rendering

Sign-Off

  • All high priority tests passed
  • All medium priority tests passed
  • All low priority tests passed
  • No console errors observed
  • Visual appearance matches original
  • Performance is acceptable (no lag in large dropdowns)

Tested By: _________________
Date: _________________
Environment: _________________
Notes: _________________

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