Testing the customer flow

End-to-end test plan for verifying the reorder portal works on your dev store.

Prereqs

1. Reorder reminders enabled (Apps → Orders → Reorder Settings → Schedule → Enable ON)
2. At least one Customer Group with a test customer in it
3. Customer has an email address on Shopify (customer.email)
4. SMTP configured (Settings → Email Settings → SMTP)
5. Test customer's emailMarketingConsent.marketingState is SUBSCRIBED (if your settings require it)

Test 1: Portal access (eligible customer)

1. Log into the storefront as your test B2B customer
2. Navigate directly to: https://your-shop.myshopify.com/apps/orbit-boost-wholesale/portal/orders
3. Expected: orders list page with recent orders + Reorder buttons
4. Click Reorder on any order
5. Expected: /portal/reorder?order=<id> page loads with each line item, checkbox, qty stepper, B2B price
6. Adjust qty / deselect items
7. Click Add selected to cart
8. Expected: cart updates with selected items + redirect to /cart

Test 2: Portal access (ineligible customer)

1. Log in as a non-B2B customer (no Customer Group membership)
2. Navigate to /apps/orbit-boost-wholesale/portal/orders
3. Expected: "Reorder is available for B2B accounts only" message

Test 3: Portal access (guest)

1. Log out completely
2. Navigate to /apps/orbit-boost-wholesale/portal/orders
3. Expected: "Please log in to reorder" message

Test 4: Reminder email cron

The cron runs daily at 06:00 UTC. To force a same-day test:

1. In Reorder Settings → Schedule, set First reminder to 0 days (or whatever delay you want to test)
2. Save
3. Place a test order on the storefront as your B2B customer
4. Fulfill the order in Shopify Admin → Orders
5. Wait for 06:00 UTC (or trigger the cron manually if you have backend access — see below)
6. Customer email inbox should receive a reminder

Triggering the cron manually (dev only)

If you have backend SSH access or run the app locally:

cd backend
node -e "import('./jobs/reorderReminderJob.js').then(m => m.runDaily()).then(() => process.exit(0))"

Watch logs for [reorderReminderJob] lines indicating which shops were processed and which orders matched.

Test 5: Unsubscribe link

1. Receive a reminder email (Test 4)
2. Click the unsubscribe link at the bottom
3. Expected: "You have been unsubscribed from reorder reminder emails from this store" confirmation page
4. Verify in MongoDB: ReorderUnsubscribe collection has a new entry with hashed email
5. Future cron runs should skip this customer

Test 6: Reminder dedupe

1. Run the cron once for a delay → customer gets email A
2. Re-run the cron same day → customer should NOT get a second email
3. Verify: ReorderReminder collection has exactly one entry with (shop, orderId, step=1)

Test 7: Marketing consent gate

1. In Reorder Settings → Schedule, ensure Only send to customers with marketing consent is ON
2. In Shopify Admin → Customers → your test customer → set email marketing to Unsubscribed (or never opted in)
3. Trigger cron
4. Customer should NOT receive reminder
5. Set their consent back to Subscribed
6. Trigger cron next day (or skip dedupe via DB reset)
7. Customer should receive reminder

Test 8: Wholesale-aware pricing

1. Place an order as a customer with no B2B group (retail price)
2. Add that customer to a B2B Customer Group with a Wholesale Discount rule (e.g. 20% off all products)
3. Visit /portal/reorder?order=<original_order_id> as that customer
4. Expected: each line item's price shows the WHOLESALE price (post-discount), not the retail price the original order was placed at
5. Add selected to cart → cart confirms the wholesale price

Test 9: Out-of-stock variant

1. Set one variant's inventory to 0 (track inventory + zero stock)
2. Reorder an old order that includes that variant
3. Expected: the variant's row shows "Out of stock" status, checkbox disabled, qty stepper readonly
4. Add selected → only available items added to cart

Test 10: Discontinued variant

1. Delete a variant from a product that's in a customer's order history
2. Reorder that order
3. Expected: the variant's row shows "No longer available", checkbox disabled, row dimmed

Troubleshooting

• No orders shown → customer has no orders or wasn't tagged orb2b-b2b. Check Shopify Admin → Orders for the orb2b-b2b tag
• "Not eligible" but customer should be eligible → verify customer's Shopify customer record has the group tag. CustomerGroupService syncs tags via webhook; check logs for tagsAdd confirmations
• Reminder cron didn't run → check backend logs for [scheduledJobs] + [reorderReminderJob]. Verify Mongo lock isn't stuck (look at Lock collection for reorder_reminder_daily)
• Email didn't arrive → check SMTP config + Settings → Email Settings → Send a test email. Check spam folder

Next

• Schedule (when reminders fire)
• Customize the email template
• Design the portal pages