Run the Delivery Note post-install functional test

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Verify every live branch without changing unrelated CRM code.

What this guide helps you do

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.

Follow these steps

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. Go to 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. Go to 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 and options

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

Rules and limits

• 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.

Check it worked

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

Safety checks and troubleshooting

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

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