Regression Checklist

Use this when a change could affect runtime behavior. It is not required reading for every session.

Automated tests (run first)

node svsmspcalc/tests/test-quote-engine.js

This covers all core quote math, admin fee logic, discounts, HST, VoIP, ZT, and MRR integrity. If all 88 tests pass, the items marked [AUTO] below are verified.

Core quote math

[AUTO] Verify M365 Included and BYOL base rates
[AUTO] Verify each user add-on changes MRR correctly
[AUTO] Verify endpoint count affects endpoint pricing
[AUTO] Verify server count affects server pricing
[AUTO] Verify Zero Trust Networking seat and HaaS counts affect MRR correctly
[AUTO] Verify VoIP tier changes pricing correctly
[AUTO] Verify desk phone and eFax add-ons change pricing correctly

Site admin fee

[AUTO] Verify admin fee floor at low subtotal
[AUTO] Verify admin fee reduces as base subtotal rises
[AUTO] Verify admin fee stops reducing at the configured floor
[AUTO] Verify Zero Trust supplement appears when Zero Trust is active
[AUTO] Verify 1Password admin surcharge appears when 1Password is selected
[AUTO] Verify admin fee waive excludes fee from MRR
[MANUAL] Verify admin fee waive state updates all relevant displays

Contract term and onboarding

[AUTO] Verify month-to-month has no discount
[AUTO] Verify 12-month applies 3% discount
[AUTO] Verify 24-month applies 5% discount
[MANUAL] Verify 12-month auto-waives onboarding
[MANUAL] Verify 24-month auto-waives onboarding
[MANUAL] Verify switching back to month-to-month restores editable onboarding behavior
[MANUAL] Verify manual onboarding override persists until reset by waiver logic

Tax and totals

[AUTO] Verify HST toggle applies 13% to discounted MRR
[AUTO] Verify HST disabled = $0
[AUTO] Verify HST applied after contract discount (not before)
[AUTO] Verify annual projection matches effective MRR * 12
[AUTO] Verify per-user effective cost is 0 when users = 0

Sidebar and mobile parity

[MANUAL] Verify desktop sidebar values match configured quote
[MANUAL] Verify mobile pill MRR matches headline MRR
[MANUAL] Verify mobile panel content matches desktop sidebar
[MANUAL] Verify mobile HST toggle syncs back to desktop state
[MANUAL] Verify nudge banner content and state match on desktop and mobile

Persistence and reset

[MANUAL] Verify quote state restores after reload
[MANUAL] Verify theme preference restores after reload
[MANUAL] Verify quote reference persists within the intended window
[MANUAL] Verify reset clears quote state
[MANUAL] Verify reset preserves theme preference

Export and print

[MANUAL] Verify Print / Save PDF opens the formatted print view
[MANUAL] Verify print respects user's HST toggle state
[MANUAL] Verify print view uses the expected totals, discount, onboarding, and HST states
[MANUAL] Verify JSON export downloads a file
[MANUAL] Verify JSON export copies content to clipboard when supported
[MANUAL] Verify JSON payload matches the visible quote configuration
[MANUAL] Verify JSON export includes "version": "1.0" field

Section header layout

[MANUAL] Verify all 6 sections show numeral + title + chevron on row 1
[MANUAL] Verify controls row (stepper + badge + price) on row 2
[MANUAL] Verify subtitle appears on row 3 only when expanded
[MANUAL] Verify small-screen stacking at ≤600px / container ≤520px
[MANUAL] Verify all elements span full width when stacked

UX interactions (Phase 3)

[MANUAL] Verify theme switch transitions smoothly (no flash)
[MANUAL] Verify nudge banner crossfades on rotation and manual nav
[MANUAL] Verify section summary badge fades in on collapse
[MANUAL] Verify addon row shows subtle pulse on toggle
[MANUAL] Verify touch targets ≥44px at ≤600px (close btn, nudge nav, section toggles)
[MANUAL] Verify mobile panel traps focus (Tab cycles within panel)
[MANUAL] Verify focus returns to pill on panel close
[MANUAL] Verify safe-area insets respected on notch phones (pill position, panel padding)

Accessibility (Phase 5)

[MANUAL] Verify aria-expanded toggles on section headers when opening/closing
[MANUAL] Verify aria-expanded toggles on collapsible headers when opening/closing
[MANUAL] Verify reset modal traps focus (Tab cycles within modal, cannot reach background)
[MANUAL] Verify stepper buttons announce descriptive labels via screen reader
[MANUAL] Verify Glass theme scrolls smoothly on mobile (no jank from fixed backgrounds)
[MANUAL] Verify mobile panel gets full sync on open (client name, discount label visible)
[MANUAL] Verify mobile sync skips on desktop when panel is closed (performance)

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