Testing Organization Setup Guide

Quick Start Testing

1. Reset Current User (Fastest)

# Soft reset - keep user, reset onboarding
./scripts/reset-onboarding.sh --soft

# Then login with your existing credentials

2. Create Test Users

# Create 3 test users quickly
node scripts/test-users.js quick

# This creates:
# - test-skip (password: test123)
# - test-upload (password: test123)  
# - test-complete (password: test123)

3. Docker Container Testing

# If using Docker, run commands inside container
docker exec sasha-test ./scripts/reset-onboarding.sh --soft
docker exec sasha-test node scripts/test-users.js quick

Testing Different Scenarios

Test 1: Skip Functionality

Login as test-skip
Click "Skip for now →"
Verify workspace is created
Go to Settings → Organization
Click "Launch Organization Setup"
Verify it reopens

Test 2: Document Upload

Login as test-upload
Upload test documents (PDFs, Word, Excel)
Watch processing animation
Verify Claude auto-launches with research prompt
Check ~/.claude/projects/default-workspace/docs/local/

Test 3: Complete Flow

Login as test-complete
Upload documents
Fill in company details
Complete setup
Verify knowledge base creation

Browser Developer Tools

Clear Session Storage

// Run in browser console to trigger Organization Setup from Settings
sessionStorage.setItem('showOrganizationSetup', 'true');
location.reload();

Force Show Onboarding

// Run in browser console
localStorage.removeItem('auth-token');
sessionStorage.clear();
location.reload();

Test Documents

Create a test-docs folder with sample files:

mkdir -p test-docs
cd test-docs

# Create sample documents
echo "# Company Overview\nAcme Corp is a leading provider..." > company-overview.md
echo "# Employee Handbook\nWelcome to Acme Corp..." > employee-handbook.md
echo "# Product Catalog\nOur products include..." > products.md

# Convert to PDF if needed (on Mac)
# textutil -convert pdf *.md

Database Queries for Testing

# Check user onboarding status
sqlite3 server/database/auth.db "
SELECT u.username, cp.onboarding_completed, cp.company_name 
FROM users u 
LEFT JOIN company_profiles cp ON u.id = cp.user_id;
"

# Reset specific user
sqlite3 server/database/auth.db "
UPDATE company_profiles 
SET onboarding_completed = 0 
WHERE user_id = (SELECT id FROM users WHERE username = 'testuser');
"

# View uploaded documents
sqlite3 server/database/auth.db "
SELECT * FROM onboarding_documents;
"

Workspace Inspection

# Check workspace structure
tree ~/.claude/projects/default-workspace/

# View converted documents
ls -la ~/.claude/projects/default-workspace/docs/local/

# Check CLAUDE.md content
cat ~/.claude/projects/default-workspace/CLAUDE.md

Automated Testing Script

#!/bin/bash
# test-cycle.sh - Full test cycle

echo "🧪 Starting Organization Setup Test Cycle"

# 1. Reset
./scripts/reset-onboarding.sh --soft

# 2. Open browser
open http://localhost:3005

# 3. Monitor workspace
watch -n 1 "ls -la ~/.claude/projects/default-workspace/docs/local/ 2>/dev/null || echo 'No workspace yet'"

Common Issues & Solutions

Issue: Onboarding doesn't show

# Fix: Reset onboarding status
./scripts/reset-onboarding.sh --soft

Issue: Documents won't upload

# Fix: Check uploads directory permissions
mkdir -p uploads/onboarding
chmod 755 uploads/onboarding

Issue: Claude doesn't auto-launch

// Fix: Check sessionStorage in browser console
sessionStorage.getItem('organizationResearchPrompt')

Issue: Settings shows wrong state

# Fix: Clear browser cache
# Chrome: Cmd+Shift+R (Mac) / Ctrl+Shift+R (Windows)

Testing Checklist

New user sees Organization Setup
Skip button works and creates workspace
Document upload accepts multiple files
Document conversion to Markdown works
Processing animation shows progress
Company details can be edited
Claude auto-launches with research prompt
Settings → Organization tab works
Re-accessing setup from Settings works
Workspace structure is correct
Database fields are updated properly

Quick Reset Between Tests

# One-liner to reset and open
./scripts/reset-onboarding.sh --soft && open http://localhost:3005