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until step 10

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Jonathan van Rij
2026-02-03 11:01:17 +01:00
parent 0b6c6736ef
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.playwright-mcp/step10-score-check.md Normal file
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- generic [ref=e3]:
- banner [ref=e4]:
- generic [ref=e6]: Piccadilly
- main [ref=e7]:
- generic [ref=e140]:
- generic [ref=e141]:
- heading "Audit Questionnaire" [level=1] [ref=e142]
- generic [ref=e417]:
- generic [ref=e418]:
- generic [ref=e419]: "5"
- generic [ref=e420]: points
- generic [ref=e421]: Consult Leadership
- generic [ref=e143]:
- heading "Basic Information" [level=2] [ref=e144]
- paragraph [ref=e145]: All fields are required before you can proceed to the questionnaire.
- generic [ref=e146]:
- generic [ref=e147]:
- generic [ref=e148]: Client Name
- textbox "Client Name" [ref=e149]:
- /placeholder: Enter client name
- generic [ref=e150]:
- generic [ref=e151]: Client Contact
- textbox "Client Contact" [ref=e152]:
- /placeholder: Enter client contact
- generic [ref=e153]:
- generic [ref=e154]: Lead Firm Name
- textbox "Lead Firm Name" [ref=e155]:
- /placeholder: Enter lead firm name
- generic [ref=e156]:
- generic [ref=e157]: Lead Firm Contact
- textbox "Lead Firm Contact" [ref=e158]:
- /placeholder: Enter lead firm contact
- button "Save Basic Info" [ref=e160]
- generic [ref=e161]:
- heading "Opportunity Details" [level=2] [ref=e162]
- generic [ref=e163]:
- generic [ref=e164]:
- paragraph [ref=e165]: What sort of audit opportunity is it?
- textbox "Enter your response..." [ref=e167]
- generic [ref=e168]:
- paragraph [ref=e169]: How many locations involved in this opportunity?
- textbox "Enter your response..." [ref=e171]
- generic [ref=e172]:
- paragraph [ref=e173]: List any locations included in this opportunity where we do not have a Baker Tilly firm.
- textbox "Enter your response..." [ref=e175]
- generic [ref=e176]:
- paragraph [ref=e177]: Where is the client HQ?
- textbox "Enter your response..." [ref=e179]
- generic [ref=e180]:
- paragraph [ref=e181]: Who is the competition?
- textbox "Enter your response..." [ref=e183]
- generic [ref=e184]:
- heading "Client Background and History" [level=2] [ref=e185]
- paragraph [ref=e186]: If you answer yes, you will score 1 point, if you answer no you will score 0 points
- generic [ref=e187]:
- generic [ref=e188]:
- paragraph [ref=e189]: What is the client's business and industry?
- textbox "Enter your response..." [ref=e191]
- generic [ref=e192]:
- paragraph [ref=e193]: There have been no significant changes in the client's business operations or structure recently?
- generic [ref=e195]:
- generic [ref=e196] [cursor=pointer]:
- radio "Yes" [checked] [ref=e197]
- generic [ref=e198]: "Yes"
- generic [ref=e199] [cursor=pointer]:
- radio "No" [ref=e200]
- generic [ref=e201]: "No"
- generic [ref=e202] [cursor=pointer]:
- radio "N/A" [ref=e203]
- generic [ref=e204]: N/A
- generic [ref=e205]:
- paragraph [ref=e206]: Does the sector and/or client come with a reputation which we are comfortable that Baker Tilly is associated with?
- generic [ref=e208]:
- generic [ref=e209] [cursor=pointer]:
- radio "Yes" [checked] [ref=e210]
- generic [ref=e211]: "Yes"
- generic [ref=e212] [cursor=pointer]:
- radio "No" [ref=e213]
- generic [ref=e214]: "No"
- generic [ref=e215] [cursor=pointer]:
- radio "N/A" [ref=e216]
- generic [ref=e217]: N/A
- generic [ref=e218]:
- paragraph [ref=e219]: Are there any previous audit reports or findings that need to be considered?
- generic [ref=e220]:
- generic [ref=e221]:
- generic [ref=e222] [cursor=pointer]:
- radio "Yes" [checked] [ref=e223]
- generic [ref=e224]: "Yes"
- generic [ref=e225] [cursor=pointer]:
- radio "No" [ref=e226]
- generic [ref=e227]: "No"
- generic [ref=e228] [cursor=pointer]:
- radio "N/A" [ref=e229]
- generic [ref=e230]: N/A
- generic [ref=e422]:
- generic [ref=e423]: Details (required)
- textbox "Enter details..." [ref=e424]
- generic [ref=e231]:
- heading "Financial Information" [level=2] [ref=e232]
- paragraph [ref=e233]: If you answer yes, you will score 1 point, if you answer no you will score 0 points
- generic [ref=e234]:
- generic [ref=e235]:
- paragraph [ref=e236]: Has the client provided financial statements or balance sheet?
- generic [ref=e237]:
- generic [ref=e238]:
- generic [ref=e239] [cursor=pointer]:
- radio "Yes" [checked] [ref=e240]
- generic [ref=e241]: "Yes"
- generic [ref=e242] [cursor=pointer]:
- radio "No" [ref=e243]
- generic [ref=e244]: "No"
- generic [ref=e245] [cursor=pointer]:
- radio "N/A" [ref=e246]
- generic [ref=e247]: N/A
- generic [ref=e248]:
- generic [ref=e249]: Details (optional)
- textbox "Enter details..." [ref=e250]
- generic [ref=e251]:
- paragraph [ref=e252]: Are the client's financial statements complete and accurate?
- generic [ref=e253]:
- generic [ref=e254]:
- generic [ref=e255] [cursor=pointer]:
- radio "Yes" [checked] [ref=e256]
- generic [ref=e257]: "Yes"
- generic [ref=e258] [cursor=pointer]:
- radio "No" [ref=e259]
- generic [ref=e260]: "No"
- generic [ref=e261] [cursor=pointer]:
- radio "N/A" [ref=e262]
- generic [ref=e263]: N/A
- generic [ref=e264]:
- generic [ref=e265]: Details (optional)
- textbox "Enter details..." [ref=e266]
- generic [ref=e267]:
- heading "Regulatory Compliance" [level=2] [ref=e268]
- paragraph [ref=e269]: If you answer yes, you will score 1 point, if you answer no you will score 0 points
- generic [ref=e270]:
- generic [ref=e271]:
- paragraph [ref=e272]: Does the client comply with all relevant regulatory requirements and standards?
- generic [ref=e274]:
- generic [ref=e275] [cursor=pointer]:
- radio "Yes" [checked] [ref=e276]
- generic [ref=e277]: "Yes"
- generic [ref=e278] [cursor=pointer]:
- radio "No" [ref=e279]
- generic [ref=e280]: "No"
- generic [ref=e281] [cursor=pointer]:
- radio "N/A" [ref=e282]
- generic [ref=e283]: N/A
- generic [ref=e284]:
- paragraph [ref=e285]: The client has no pending legal or regulatory issues that you know of that could impact the audit?
- generic [ref=e287]:
- generic [ref=e288] [cursor=pointer]:
- radio "Yes" [checked] [ref=e289]
- generic [ref=e290]: "Yes"
- generic [ref=e291] [cursor=pointer]:
- radio "No" [ref=e292]
- generic [ref=e293]: "No"
- generic [ref=e294] [cursor=pointer]:
- radio "N/A" [ref=e295]
- generic [ref=e296]: N/A
- generic [ref=e297]:
- paragraph [ref=e298]: The client has been subject to no regulatory investigations or penalties?
- generic [ref=e300]:
- generic [ref=e301] [cursor=pointer]:
- radio "Yes" [checked] [ref=e302]
- generic [ref=e303]: "Yes"
- generic [ref=e304] [cursor=pointer]:
- radio "No" [ref=e305]
- generic [ref=e306]: "No"
- generic [ref=e307] [cursor=pointer]:
- radio "N/A" [ref=e308]
- generic [ref=e309]: N/A
- generic [ref=e310]:
- heading "Risk Assessment" [level=2] [ref=e311]
- paragraph [ref=e312]: If you answer yes, you will score 1 point, if you answer no you will score 0 points
- generic [ref=e313]:
- generic [ref=e314]:
- paragraph [ref=e315]: There are no key risks associated with the audit?
- generic [ref=e317]:
- generic [ref=e318] [cursor=pointer]:
- radio "Yes" [checked] [ref=e319]
- generic [ref=e320]: "Yes"
- generic [ref=e321] [cursor=pointer]:
- radio "No" [ref=e322]
- generic [ref=e323]: "No"
- generic [ref=e324] [cursor=pointer]:
- radio "N/A" [ref=e325]
- generic [ref=e326]: N/A
- generic [ref=e327]:
- paragraph [ref=e328]: Have you completed a conflict check?
- generic [ref=e329]:
- generic [ref=e330]:
- generic [ref=e331] [cursor=pointer]:
- radio "Yes" [checked] [ref=e332]
- generic [ref=e333]: "Yes"
- generic [ref=e334] [cursor=pointer]:
- radio "No" [ref=e335]
- generic [ref=e336]: "No"
- generic [ref=e337] [cursor=pointer]:
- radio "N/A" [ref=e338]
- generic [ref=e339]: N/A
- generic [ref=e340]:
- generic [ref=e341]: Details (required)
- textbox "Enter details..." [ref=e342]
- generic [ref=e343]:
- paragraph [ref=e344]: Are you and other BTI member firms independent with the meaning of local and IESBA rules?
- generic [ref=e346]:
- generic [ref=e347] [cursor=pointer]:
- radio "Yes" [checked] [ref=e348]
- generic [ref=e349]: "Yes"
- generic [ref=e350] [cursor=pointer]:
- radio "No" [ref=e351]
- generic [ref=e352]: "No"
- generic [ref=e353] [cursor=pointer]:
- radio "N/A" [ref=e354]
- generic [ref=e355]: N/A
- generic [ref=e356]:
- heading "Resource Allocation" [level=2] [ref=e357]
- paragraph [ref=e358]: If you answer yes, you will score 1 point, if you answer no you will score 0 points
- generic [ref=e359]:
- generic [ref=e360]:
- paragraph [ref=e361]: What resources are required for the audit (personnel, time, budget)?
- generic [ref=e362]:
- generic [ref=e363]:
- generic [ref=e364] [cursor=pointer]:
- radio "Yes" [checked] [ref=e365]
- generic [ref=e366]: "Yes"
- generic [ref=e367] [cursor=pointer]:
- radio "No" [ref=e368]
- generic [ref=e369]: "No"
- generic [ref=e370] [cursor=pointer]:
- radio "N/A" [ref=e371]
- generic [ref=e372]: N/A
- generic [ref=e373]:
- generic [ref=e374]: Details (optional)
- textbox "Enter details..." [ref=e375]
- generic [ref=e376]:
- paragraph [ref=e377]: Does your firm have the scale, seniority and degree of expertise available at the right time to report in accordance with the client's schedule?
- generic [ref=e378]:
- generic [ref=e379]:
- generic [ref=e380] [cursor=pointer]:
- radio "Yes" [checked] [ref=e381]
- generic [ref=e382]: "Yes"
- generic [ref=e383] [cursor=pointer]:
- radio "No" [ref=e384]
- generic [ref=e385]: "No"
- generic [ref=e386] [cursor=pointer]:
- radio "N/A" [ref=e387]
- generic [ref=e388]: N/A
- generic [ref=e389]:
- generic [ref=e390]: Details (optional)
- textbox "Enter details..." [ref=e391]
- generic [ref=e392]:
- heading "Reporting Requirements" [level=2] [ref=e393]
- paragraph [ref=e394]: If you answer yes, you will score 1 point, if you answer no you will score 0 points
- generic [ref=e396]:
- paragraph [ref=e397]: Do we understand reporting rules, regulatory environment and stakeholder expectations?
- generic [ref=e398]:
- generic [ref=e399]:
- generic [ref=e400] [cursor=pointer]:
- radio "Yes" [checked] [active] [ref=e401]
- generic [ref=e402]: "Yes"
- generic [ref=e403] [cursor=pointer]:
- radio "No" [ref=e404]
- generic [ref=e405]: "No"
- generic [ref=e406] [cursor=pointer]:
- radio "N/A" [ref=e407]
- generic [ref=e408]: N/A
- generic [ref=e409]:
- generic [ref=e410]: Details (optional)
- textbox "Enter details..." [ref=e411]
- generic [ref=e412]:
- heading "Additional Comments" [level=2] [ref=e413]
- textbox "Enter any additional comments to support your decision..." [ref=e414]
- button "Complete" [ref=e416]

10
docs/implementation-plan.md
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@@ -165,7 +165,7 @@ ## Step 5: Page Stubs and Click-Through Flow
## Step 6: Seeders -- Categories, Question Groups, and Questions ## Step 6: Seeders -- Categories, Question Groups, and Questions
[ ] **Seed all reference data: pre-screening questions, 6 categories, their question groups, and all questions with correct field configuration.** [x] **Seed all reference data: pre-screening questions, 6 categories, their question groups, and all questions with correct field configuration.**
Create `DatabaseSeeder` (or dedicated seeders) for: the 10 pre-screening Yes/No questions (stored in config or a seeder — these are not in the `questions` table, they are handled by the screening flow), the 6 categories (Audit, Outsource, Solution, Digital Solutions, Legal, Tax) with correct `sort_order`, all question groups per category with names, descriptions, and `scoring_instructions` where applicable, and all questions with the correct `has_yes`, `has_no`, `has_na`, `details`, `is_scored`, and `sort_order` values. Source question data from `docs/questions-audit.md`, `docs/questions-outsource-solutions.md`, `docs/questions-digital-solutions.md`, `docs/questions-legal.md`, `docs/questions-tax.md`. Create `DatabaseSeeder` (or dedicated seeders) for: the 10 pre-screening Yes/No questions (stored in config or a seeder — these are not in the `questions` table, they are handled by the screening flow), the 6 categories (Audit, Outsource, Solution, Digital Solutions, Legal, Tax) with correct `sort_order`, all question groups per category with names, descriptions, and `scoring_instructions` where applicable, and all questions with the correct `has_yes`, `has_no`, `has_na`, `details`, `is_scored`, and `sort_order` values. Source question data from `docs/questions-audit.md`, `docs/questions-outsource-solutions.md`, `docs/questions-digital-solutions.md`, `docs/questions-legal.md`, `docs/questions-tax.md`.
@@ -191,7 +191,7 @@ ## Step 6: Seeders -- Categories, Question Groups, and Questions
## Step 7: Landing Page and Pre-Screening Flow ## Step 7: Landing Page and Pre-Screening Flow
[ ] **Build the real landing page and pre-screening questionnaire.** [x] **Build the real landing page and pre-screening questionnaire.**
Build the Landing page: describes the application purpose (what Go/No Go is, what the user will do), with a "Continue" button that creates a screening and redirects to the pre-screening questions. Build the Screening/Show page: render the 10 Yes/No pre-screening questions using `useForm`. Save screening answers via `PUT /screening/{screening}`. On submit, calculate the screening score (Yes=1 point each), determine pass/fail (>=5 = pass), and redirect to the screening result page. Build Screening/Result: if failed (<5 points), show No Go result with "Again" button back to `/`. If passed, show the category picker (list of 6 categories) with "Start" buttons. Selecting a category creates a session linked to this screening and redirects to Session/Show. Build the Landing page: describes the application purpose (what Go/No Go is, what the user will do), with a "Continue" button that creates a screening and redirects to the pre-screening questions. Build the Screening/Show page: render the 10 Yes/No pre-screening questions using `useForm`. Save screening answers via `PUT /screening/{screening}`. On submit, calculate the screening score (Yes=1 point each), determine pass/fail (>=5 = pass), and redirect to the screening result page. Build Screening/Result: if failed (<5 points), show No Go result with "Again" button back to `/`. If passed, show the category picker (list of 6 categories) with "Start" buttons. Selecting a category creates a session linked to this screening and redirects to Session/Show.
@@ -236,7 +236,7 @@ ## Step 7: Landing Page and Pre-Screening Flow
## Step 8: Basic Info Form ## Step 8: Basic Info Form
[ ] **Build the basic info step as the first section of Session/Show.** [x] **Build the basic info step as the first section of Session/Show.**
Add the basic info form fields to the Session/Show page: `client_name`, `client_contact`, `lead_firm_name`, `lead_firm_contact`. Use Inertia `useForm` to save data to the session's `basic_info` JSON column via `PUT /sessions/{session}`. All four fields are required before the user can proceed to questions. Display validation errors inline. Add the basic info form fields to the Session/Show page: `client_name`, `client_contact`, `lead_firm_name`, `lead_firm_contact`. Use Inertia `useForm` to save data to the session's `basic_info` JSON column via `PUT /sessions/{session}`. All four fields are required before the user can proceed to questions. Display validation errors inline.
@@ -278,7 +278,7 @@ ## Step 8: Basic Info Form
## Step 9: Questionnaire Flow -- Question Rendering and Answer Saving ## Step 9: Questionnaire Flow -- Question Rendering and Answer Saving
[ ] **Build the full questionnaire UI with all 6 question patterns and answer persistence.** [x] **Build the full questionnaire UI with all 6 question patterns and answer persistence.**
Create the `QuestionCard` component that renders questions based on their field configuration (see the 6 patterns in `docs/technical-requirements.md` section 5). Render all questions on a single scrollable page within `Session/Show` (not paginated per group). In phase 2, questions will be visually grouped by their question group with group headers and scoring instructions. Save answers via `PUT /sessions/{session}` using Inertia `useForm` with partial reloads (only reload answers/score, not the full question set). Handle `details` textarea visibility: show when `details` is `required` or `optional`; show conditionally for `req_on_yes` / `req_on_no` based on the selected value. Include the Additional Comments textarea at the bottom of the page. Create the `QuestionCard` component that renders questions based on their field configuration (see the 6 patterns in `docs/technical-requirements.md` section 5). Render all questions on a single scrollable page within `Session/Show` (not paginated per group). In phase 2, questions will be visually grouped by their question group with group headers and scoring instructions. Save answers via `PUT /sessions/{session}` using Inertia `useForm` with partial reloads (only reload answers/score, not the full question set). Handle `details` textarea visibility: show when `details` is `required` or `optional`; show conditionally for `req_on_yes` / `req_on_no` based on the selected value. Include the Additional Comments textarea at the bottom of the page.
@@ -323,7 +323,7 @@ ## Step 9: Questionnaire Flow -- Question Rendering and Answer Saving
## Step 10: Scoring and Result ## Step 10: Scoring and Result
[ ] **Implement server-side scoring and the result page.** [x] **Implement server-side scoring and the result page.**
Calculate the score server-side from `is_scored` answers: Yes=1, No=0, NA=excluded. Return the running score and current result threshold via Inertia props during the questionnaire. Build the `ScoreIndicator` into the questionnaire flow with live color updates (green 10+, yellow 5-9, red 1-4). Build the real `Session/Result` page showing the final GO / NO GO / Consult Leadership result with color coding and an "Again" button that returns to `/`. On session submission, calculate final score and persist `score`, `result`, `status=completed`, and `completed_at` to the session. Calculate the score server-side from `is_scored` answers: Yes=1, No=0, NA=excluded. Return the running score and current result threshold via Inertia props during the questionnaire. Build the `ScoreIndicator` into the questionnaire flow with live color updates (green 10+, yellow 5-9, red 1-4). Build the real `Session/Result` page showing the final GO / NO GO / Consult Leadership result with color coding and an "Again" button that returns to `/`. On session submission, calculate final score and persist `score`, `result`, `status=completed`, and `completed_at` to the session.