Guided Training V1 Smoke Test

Use this checklist to verify the first guided-training slice end to end.

Preconditions

• Backend migrations are applied, including 065_guided_training_foundation.sql.
• Frontend and backend are running against the same database.
• You have one manager/admin account and one employee account in the same organization.
• The organization has at least one topic in Training Setup > Topics.
• Voice practice works in the existing Live Calls flow.

Test File

Create a small TXT file called battery-training.txt:

textCopy
PowerVault 3000 is a three-day home battery backup product.
It costs $299 and is designed for households worried about power outages.
Staff should acknowledge customer concern, ask what appliances matter most,
and explain that the PowerVault can keep essential devices running during an outage.

Manager Flow

1. Log in as a manager or admin.
2. Go to Training Setup > Content Library.
3. Upload battery-training.txt to a topic.
4. Confirm the content card shows Ready and a non-zero chunk count.
5. Go to Training Setup > Scenarios.
6. Select Create Guided Training.
7. Enter title: Fuel Crisis Battery Backup.
8. Enter situation: Customers are worried about fuel shortages and possible power outages. Staff need to pivot the conversation to battery backup options.
9. Select the uploaded source material.
10. Select Generate Draft.
11. Confirm the draft includes a staff brief, learning goals, and source snippets.
12. Select one employee, optionally set a due date, and publish.
13. Confirm a new scenario appears in the scenario list.
14. Open the scenario assignment report.
15. Confirm the report shows one assigned staff member and the assignment status is pending.

Employee Flow

1. Log in as the assigned employee.
2. Go to My Work.
3. Confirm the assignment appears in the Assigned Practice section with a new/status indicator.
4. Select Open Assignment or Retry Assignment.
5. Confirm the assignment overview shows the staff brief, learning goals, due date, attempts, and target score.
6. Select Start Voice Practice.
7. Confirm Live Calls opens directly into the assigned scenario.
8. Confirm the pre-call screen shows the staff brief and learning goals.
9. Complete a short voice practice call.
10. End the call.
11. Return to My Work.
12. Confirm the assignment shows an updated attempt count and either Completed or Needs Retry.

Manager Report Check

1. Log back in as the manager.
2. Go to Training Setup > Scenarios.
3. Open the assignment report for Fuel Crisis Battery Backup.
4. Confirm the status counts changed after the employee attempt.
5. Confirm the staff row shows the score, attempt count, latest activity date, and completion or retry status.

Cleanup Check

Delete the test assignment, scenario, and content item from the UI or API.

Expected result:

• DELETE calls return 204 No Content.
• The item no longer appears in the manager UI.
• The database cleanup checks below show zero temporary smoke records.

If a DELETE removes the item but reports an error, check the frontend backend-proxy no-body handling. A 204 response must be forwarded with a null body, not an empty string body.

Database Spot Checks

Run these checks for extra confidence:

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SELECT id, filename, status, chunk_count FROM content_items ORDER BY id DESC LIMIT 5;
SELECT content_item_id, count(*) FROM content_chunks GROUP BY content_item_id ORDER BY content_item_id DESC LIMIT 5;
SELECT id, creation_source, delivery_mode, jsonb_array_length(learning_goals) AS goals, staff_brief <> '' AS has_brief FROM scenarios ORDER BY id DESC LIMIT 5;
SELECT scenario_id, content_item_id FROM scenario_content_items ORDER BY created_at DESC LIMIT 5;
SELECT id, scenario_id, status, attempt_count, completion_score, last_practice_session_id FROM assignments ORDER BY id DESC LIMIT 5;
SELECT id, scenario_id, assignment_id, status, score FROM practice_sessions ORDER BY id DESC LIMIT 5;

Temporary smoke-data cleanup checks:

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SELECT count(*) FROM content_items WHERE filename LIKE 'codex-guided-training-%';
SELECT count(*) FROM scenarios WHERE name LIKE 'Codex Smoke Guided Training%';
SELECT count(*) FROM assignments WHERE scenario_name LIKE 'Codex Smoke Guided Training%';

Expected Events

If analytics is configured, the following events should appear during the test:

• training_content_uploaded
• guided_training_builder_started
• guided_training_draft_generated
• guided_training_published
• assigned_practice_started
• assigned_practice_completed

Known V1 Boundaries

• Original uploaded files are not stored for later download.
• Retrieval is lexical chunk matching, not vector embeddings.
• Draft state is frontend-only until publish.
• Guided training creates one scenario, not a multi-lesson module.
• Staff complete the scored activity through voice practice, not a text-only course runtime.