Run the Delivery Note post-install functional test

Verify every live branch without changing unrelated CRM code.

What this guide covers

Verify every live branch without changing unrelated CRM code. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.

Exact step-by-step process

1. Activate the module and confirm both tables/options.
2. Create a test invoice without Add Delivery Note and confirm no note.
3. Create a second invoice with Add Delivery Note and confirm one open note.
4. Open the secure link and submit an empty signature to confirm validation.
5. Submit a valid signature and confirm lock, events and confirmation email.
6. Generate admin PDF and test QR/secure link.
7. Open the client invoice PDF in the authorised customer context.
8. Test edit on an open note and confirm signed edit/void protection.
9. Void a separate open test note through an authorised action and create its replacement.

Fields, choices and supported possibilities

• Module menu and permissions
• Invoice optional branches
• Public view/sign
• PDF/QR
• Emails
• Events
• Client PDF access
• Status protections

Code-backed validations and workflow rules

• Use controlled test customers and addresses.
• Do not sign or void production evidence during testing.
• The module has no cron/API/webhook tests because those features are not implemented.

Expected result and verification

• The installed module’s complete supported user flow passes end to end with attributable evidence.

Checks, security and troubleshooting

• Record test references and remove or retain them according to the organisation’s test-data policy.

Related Delivery Note guides