Regression test cases — Quote to Booking conversion¶

Audience: QA. Scope: creating a quote → converting it to a live booking → holding inventory provisionally → confirming to Tourplan, plus the expiry and housekeeping jobs that act on quotes.

Every case below is derived from a specific branch in the Mendix model, and the Source column names the microflow and node number so you can re-derive the expected result rather than trusting this table. Mechanism detail lives in docs/deep-dives/quote-to-booking.md.

Priority: P1 = blocks release, P2 = must pass before sign-off, P3 = worth covering when time allows.

None of these cases have been executed. They are derived from the model's decision logic and state what the system currently does; a passing case says the behaviour is unchanged, not that the behaviour is correct. Cases that assert a known defect are marked as such.

Revised 2026-08-07. Sections M (API path), N (OnBase) and O (HubSpot) are new — they cover behaviour that was invisible in the previous model extract. See quote-to-booking.md §12.

How to read a booking's state¶

Four attributes change independently. Assert on all four, not just the one on screen.

Attribute	Quote	After convert	After provisional	After confirm
`Source`	`Quote_only` ("Quote")	`Wilderness_window` ("Window")	unchanged	unchanged
`WindowStatus`	`Quote_only` ("Quote")	`Draft`	`P` ("Prov")	`C` ("Conf")
`InventoryStatus`	`Quote_only`	`Draft`	set by Wish sync	set by Wish sync
`TourplanStatus`	`Draft`	`Draft` — unchanged	unchanged	set by Tourplan write

Booking-line status runs Draft → Provisional → Confirmed, with Waitlisted as the no-availability branch and Requested ("On request") for BookingMethod = RQ lines.

A. Quote creation¶

ID	Case	Preconditions	Steps	Expected	Pri	Source
A1	Agent creates a quote, single lead consultant	Agent user, agency with `AgencyAccess ≠ PortalUserOnly`, exactly one `Agency_EmployeeLead`	New Quote	Booking created; `Source = Quote_only`, `WindowStatus = Quote_only`, `BookingStep = Step1`, reference `DRAFT`; wizard Step 1 opens	P1	`Booking.IVK_NewQuote_Only` [13-14]
A2	Agent creates a quote, multiple lead consultants	Same but two or more `Agency_EmployeeLead`	New Quote	Page `SelectConsultantBooking_Quote_Only` opens instead of creating directly	P2	`Booking.IVK_NewQuote_Only` [16]
A3	Portal-only agent is blocked	Agent whose agency has `AgencyAccess = PortalUserOnly`	New Quote	Warning: "You currently only have access rights to the Information Centre and camp availability…". No booking created	P1	`Booking.IVK_NewQuote_Only` [7-8]
A4	Employee creates a quote	Employee user	New Quote	`NewBookingByEmployee` path runs with `BookingSource.Quote_only`	P2	`Booking.IVK_NewQuote_Only` [21-22]
A5	Consultant not set up in Tourplan	Owner/agency combination with no `TPLoginDetails`, or a `TPLoginDetails` with empty instance	New Quote	Info: "{name} is not setup in any Tourplan". No booking created — verify no orphan `Booking` row	P1	`Booking.CreateAgencyBooking` [4],[6],[29]
A6	Default child structure is seeded	A1 passes	Inspect the new quote	One `BookingLeg` (number 1, active), one `PartyCostGroup` named `Guests` with `Pax_Adults_Std = 2`, `Pax_Total = 2`, `StandardRoomCount = 1`, `TotalRooms = 1`, one `Booking_RequiredRooms`	P2	`Booking.CreateAgencyBooking` [15-17]
A7	Agency defaults are copied onto the quote	Agencies configured with contrasting values (`CurrencyPreferred`, `UsesDMC`, `AllowInvoiceSharing`, `UseGEL`, `HasAccessSADCPricing`, `MeetGreet_*`)	Create a quote from each	Each corresponding booking attribute matches its agency source. Regression risk: these are copied once at creation and never re-read	P2	`Booking.CreateAgencyBooking` [10]
A8	Audit trail on creation	A1 passes	Check event log	`Booking.Event._New` with `'New quote by agent #:' + BookingNumber` (note the colon — matching `#12345` will not hit `#:12345`); a `Logging.SystemLog` row `'New booking by agent'`	P3	`Booking.CreateAgencyBooking` [21],[24]
A9	API-created quote	Partner API call with `IsQuote = true`	POST via API	`Source = Quote_only`, `WindowStatus = Quote_only`, and `BookingStep` set to `Step3` by the API path (not Step1)	P2	`API.CreateWindowBooking` [105],[192]
A10	API-created live booking	Same with `IsQuote = false`	POST via API	`Source = Wilderness_window`, `WindowStatus = Draft`	P2	`API.CreateWindowBooking` [105]

B. Convert to live booking — guards¶

All of these must reject and leave Source = Quote_only unchanged. Assert the booking is untouched, not merely that a message appeared.

ID	Case	Preconditions	Steps	Expected	Pri	Source
B1	Non-quote cannot be converted	Booking with `Source = Wilderness_window`	Convert	Info: "You can only convert quote bookings with availability to a live booking"; nothing changes	P1	`Booking.ConvertToLiveBooking` [2],[22]
B2	Already-converted quote cannot be re-converted	Run C1 first, then convert again	Convert twice	Second attempt hits B1's message. Conversion is not idempotent — confirm no second `Event._New` is logged	P1	`Booking.ConvertToLiveBooking` [2]
B3	Wrong wizard step	Quote at `BookingStep = Step1`	Convert	Info: "You cannot convert the booking unless you are on step 3 of the booking wizard and have valid pricing"	P1	`Booking.ConvertToLiveBooking` [3-4]
B4	Step 2 also rejected	Quote at `BookingStep = Step2`	Convert	Same rejection as B3. Only `Step3` and `Step4` are accepted	P2	`Booking.ConvertToLiveBooking` [3]
B5	Non-manager, trip starts inside 24 h	Non-manager user; `TripStartDate` less than 1 day away; quote at Step 3/4	Convert	Warning: "Only a manager can book less than 1 day prior to the trip start date. Please ask you manager to create the booking (complete step1)"; nothing changes	P1	`Booking.ConvertToLiveBooking` [6],[17-19]
B6	Manager, trip starts inside 24 h	Manager user, same booking	Convert	Info: "Please be aware that this booking is less than a day before trip start date. Because you have manager rights, we will allow this booking", then conversion proceeds	P1	`Booking.ConvertToLiveBooking` [21]
B7	Boundary — exactly 1 day	`TripStartDate` exactly 1 day out	Convert as non-manager	Condition is `daysBetween(now, TripStartDate) < 1`, so 1 day should pass without the manager gate. Verify the boundary explicitly	P2	`Booking.ConvertToLiveBooking` [6]
B8	Rooming check fails	Quote with an `AvailableRoomConfig` flagged `BookThis` whose `RequiredRoom` violates its `Option_Policy` (e.g. child outside the age policy)	Convert	Conversion is blocked and booking unchanged. Known defect D1: `Booking.ConvertToLiveBooking` [9] has no message of its own — if `RoomingChecks` is silent for this failure mode, the button appears to do nothing. Raise a bug if no message appears	P1	`Booking.ConvertToLiveBooking` [8-9],[16]
B9	Locked booking cannot re-enter the wizard	Quote with `NoChangesAllowed = true` at Step 3/4 with valid rooming	Convert	Status changes are applied at [10], then `Booking.WizardStep2_FromBookingFile` [2-3] shows "This booking has been locked. You may not make any changes to this booking in the Window, it must be taken ex-Window." — the conversion still happened. Confirm this is intended behaviour with the product owner	P2	`Booking.ConvertToLiveBooking` [10-12], `Booking.WizardStep2_FromBookingFile` [2]
B10	Grid button — nothing selected	Quotes overview grid	Click Convert with no rows selected	Info: "Please select quote to convert"	P3	`Booking.IVK_ConvertToBooking_List` [10]
B11	Grid button — multiple selected	Same	Select 2 quotes, click Convert	Info: "Please select only 1 booking at a time"; neither booking changes	P2	`Booking.IVK_ConvertToBooking_List` [8]
B12	Role check	Users in each of `Agent`, `Employee`, `Manager`, `Debug`, and one role outside that list (e.g. `Booking.SupplierUser`)	Attempt convert	Only the four listed roles can execute `ConvertToLiveBooking` / `IVK_ConvertToBooking_List`	P2	model roles on `ConvertToLiveBooking`

C. Convert to live booking — happy path¶

ID	Case	Preconditions	Steps	Expected	Pri	Source
C1	Convert from Step 3	Quote at `BookingStep = Step3`, rooming valid, trip more than 1 day out	Convert	`Source = Wilderness_window`, `WindowStatus = Draft`, `InventoryStatus = Draft`, `NotificationEmail = false`. Wizard returns to Step 2 via `IVK_GoBackToScreen2`	P1	`Booking.ConvertToLiveBooking` [10-12], `Booking.WizardStep2_FromBookingFile` [17]
C2	Convert from Step 4 clears pricing	Quote at `BookingStep = Step4` with `Priced = Yes`	Convert	Same status changes and `Priced` is cleared to empty. The booking cannot be confirmed until it is repriced	P1	`Booking.WizardStep2_FromBookingFile` [14-15]
C3	Tourplan status untouched	C1	Convert, inspect	`TourplanStatus` still `Draft`. Nothing is written to Tourplan at conversion	P1	`Booking.ConvertToLiveBooking` [10]
C4	Audit trail on conversion	C1	Convert, check log	`Booking.Event._New` with description "New real booking created from a quote"	P2	`Booking.ConvertToLiveBooking` [11]
C5	Availability is refreshed	C1 with a camp whose availability changed since the quote was priced	Convert	`IVK_RefreshAvailability_X` runs; lines whose availability has gone should surface as unavailable on Step 2 rather than silently carrying stale quote availability	P1	`Booking.ConvertToLiveBooking` [13]
C6	Commit fires no event handlers	C1	Convert	The write is `commit YesWithoutEvents`. Any integration or handler expected to trigger on the booking commit will not fire. Verify nothing downstream depends on it	P2	`Booking.ConvertToLiveBooking` [10]
C7	API conversion locks the ITRVL booking	Quote with `APIBooking = true`, `API_System = ITRVL`, converted with `CalledFromApi = true`	Convert via API	`AgentBlock = true` and `API.SendWebHookLockBooking` is called. Agent can no longer see the booking	P2	`Booking.WizardStep2_FromBookingFile` [6-7]
C8	API conversion, non-ITRVL	`APIBooking = true`, different `API_System`	Convert via API	`AgentBlock` unchanged; webhook still called	P3	`Booking.WizardStep2_FromBookingFile` [6-7]
C9	Unknown wizard step	Booking whose `BookingStep` is empty or otherwise unhandled, forced to pass guards	Convert	Info: "Unknown booking step - apologies just use wizard"	P3	`Booking.WizardStep2_FromBookingFile` [12]
C10	Quote-to-booking on every entry point	Repeat C1 from: booking file (`BookingFile_Agent_050526`), booking menu snippet (`Sn_BookingMenu`), agent overview grid (`BookingOverview_Agent`), quotes overview grid (`BookingOverview_Quotes`)	Convert from each	Identical outcome from all four. These are separate buttons wired to two different wrappers	P2	`pages.txt` references

D. Provisional hold¶

ID	Case	Preconditions	Steps	Expected	Pri	Source
D1	Draft booking goes provisional	Converted booking, `WindowStatus = Draft`, all lines bookable	Book provisionally (all inventory)	`WindowStatus = P`; live lines move to `Provisional`	P1	`Booking.Sub_BookProvisionally_AllInventory` [6],[17]
D2	Pending also goes provisional	`WindowStatus = Pending`	Same	`WindowStatus = P`	P2	`Booking.Sub_BookProvisionally_AllInventory` [6]
D3	Confirmed booking is not downgraded	`WindowStatus = C`	Same	`WindowStatus` stays `C`	P1	`Booking.Sub_BookProvisionally_AllInventory` [6]
D4	Unavailable accommodation waitlists	Accommodation line where `CanBook` is false and line is `Draft` or `Waitlisted`	Book provisionally	Line → `Waitlisted`, `RoomWaitlistFlag = true`	P1	`Booking.Sub_BookProvisionally_AllInventory` [19]
D5	Unavailable non-accommodation drops to Draft	Non-accommodation line where `CanBook` is false	Book provisionally	Line → `Draft`, `RoomWaitlistFlag = false`	P2	`Booking.Sub_BookProvisionally_AllInventory` [19]
D6	On-request lines	Line with `BookingMethod = RQ`	Book provisionally	`BookingLineStatus = Provisional`, `InventoryBookingSectorStatus = Requested` ("On request")	P2	`Booking.Sub_BookProvisionally_AllInventory` [11],[17]
D7	Third-party inventory included on "All"	Booking with LiveRequest lines, selection `All`	Book provisionally	`ProvisionallyBookLR` runs before the Wilderness-only path	P2	`Booking.Sub_BookProvisionally_AllInventory` [38-39]
D8	Wish failure does not report success	Force `Wish_Provisional` to fail	Book provisionally	Flow does not take the success path — no `Event.Provisional` log, no consultant e-mail, no expiry date assigned	P1	`Booking.Sub_BookProvisionally_AllInventory` [22-23]
D9	Provisional notifications	D1 passes	Book provisionally	`EmailConsultantsAgentBooking(..., BookingStatus.P)` sends; `Logging.SystemLog` row "Booking updated to provisional"; booking-history entry `Booking.Event.Provisional`	P2	`Booking.Sub_BookProvisionally_AllInventory` [29],[31],[32]

E. Expiry¶

ID	Case	Preconditions	Steps	Expected	Pri	Source
E1	Expiry taken from earliest inventory line	Provisional booking with several Wish inventory lines with differing `ExpirationDate`	Book provisionally	`Booking.ExpirationDate` = earliest such line's date, trimmed to day (UTC)	P1	`Booking.Sub_AssignExpiryDate` [2],[4]
E2	48-hour warning	Earliest line expires within 2 days	Book provisionally	Info: "Please be aware one or more of your Wish bookings will expire within the next 48 hours" plus a matching event-log entry	P2	`Booking.Sub_AssignExpiryDate` [6-8]
E3	Already-expired warning	Earliest line's `ExpirationDate` in the past	Book provisionally	Info: "…may already be released in Wish" plus event-log entry	P2	`Booking.Sub_AssignExpiryDate` [23-24]
E4	No inventory line, trip far out	No qualifying inventory line; trip start more than 7 days away	Book provisionally	`ExpirationDate = today + Agency/ExpiryDays`. Test with at least two agencies with different `ExpiryDays`	P1	`Booking.Sub_AssignExpiryDate` [20-21]
E5	No inventory line, trip within 7 days	Trip start within 7 days	Book provisionally	`ExpirationDate = TripEndDate + 1 day`	P2	`Booking.Sub_AssignExpiryDate` [22]
E6	Expiry cascades to chargeable lines	Booking-level expiry set; chargeable non-Wish lines have no expiry of their own	Book provisionally	Those lines inherit the booking's `ExpirationDate`	P2	`Booking.Sub_AssignExpiryDate` [15-18]
E7	Only a Manager can extend	Non-manager and Manager users	Attempt Extend Expiry	Non-manager cannot execute `IVK_ExtendExpiry`; Manager can	P1	model roles on `IVK_ExtendExpiry`
E8	Extension pushes to Wish	Manager extends expiry	Extend	`DataManagement.UpdateExpiryDatesWish` runs; event log "Expiry date updated with warning of WAITLISTS"	P2	`Booking.IVK_ExtendExpiry` [4-5]
E9	Expired quote prices warn but do not block	Live `Draft` line with `BookingMethod = 'LR'` and `QuoteExpirationDate` in the past	Continue through the wizard	Info listing each expired line with its start date and expiry date. The user is not blocked	P2	`Booking.CheckQuoteExpiry` [2],[7]
E10	Dynamic-pricing expiry sourced correctly	Supplier with `UsesDynamicPricing = true`	Price a quote	`QuoteExpirationDate` comes from the earliest `PricingDynamic.DynamicPrice/ExpiryDate` for the room config	P3	`Booking.GetQuoteExpiry` [2-4]

F. Confirmation — guards¶

Each of these must block confirmation and leave WindowStatus unchanged.

ID	Case	Preconditions	Steps	Expected	Pri	Source
F1	Missing tax indicator	Agency with no `Agency.TaxIndicator` for the booking's `TourplanInstance`	Confirm	Info: "The is no TaxIndicator setup for Agency {name} for Tourplan Instance {instance}. Please contact RARA if you urgently need to confirm the booking or else try tommorrow after the nighly updates."; confirmation aborts	P1	`ConfirmBooking` [3-4], `Booking.CheckAgencyTaxIndicator` [6]
F2	Tax indicator exists for a different Tourplan instance	Agency has a `TaxIndicator` but for another instance	Confirm	Still blocked — the check is per instance, not per agency	P1	`Booking.CheckAgencyTaxIndicator` [3]
F3	Wrong wizard step	`BookingStep = Step1` or `Step2`	Confirm	Info: "You must be on step 3 of the booking wizard before you can confirm your booking, please go to the booking wizard and navigate to the quote screen"	P1	`ConfirmBooking` [6-7]
F4	Locked booking	`NoChangesAllowed = true`	Confirm	Info: "Please have your consultant take this booking ex-window as it is locked for further changes."	P1	`ConfirmBooking` [10-11]
F5	Tourplan closed	Tourplan closed in the Window	Confirm	Info: "Tourplan is currently closed in the Window. Please try again later or contact support to reopen Tourplan"; `WindowStatus` unchanged	P1	`ConfirmBooking` [19-20]
F6	Unpriced booking	`Priced` is `No` (or empty)	Confirm	Info: "The booking cannot be taken further as the booking is not priced currently - please reprice, otherwise there may be a pricing issue that needs to be resolved first"	P1	`Booking.Sub_ValidateBefore_TPConfirm` [16-17]
F7	Convert-then-confirm without repricing	Quote converted from Step 4 (so `Priced` was cleared by C2), then confirm immediately	Convert, Confirm	Blocked by F6's message. This is the highest-value cross-stage regression in the suite	P1	`Booking.WizardStep2_FromBookingFile` [14] + `Booking.Sub_ValidateBefore_TPConfirm` [16]
F8	Partial confirm with no confirmed line	`$Full = false` (Confirm Partial), no live chargeable line in `Confirmed`	Confirm partial	Info: "At least one chargeable booking line needs to be in a confirmed status otherwise there are no lines to write to Tourplan"	P1	`Booking.Sub_ValidateBefore_TPConfirm` [46]
F9	Full confirm with un-provisionalised inventory	`$Full = true`, a live chargeable line whose `InventoryBookingSectorStatus` is outside `Confirmed/Provisional/Cancelled/Not_applicable/Waitlisted`	Confirm	Page `Booking.UnProvisionalBookingLines` opens listing them; confirmation aborts	P1	`Booking.Sub_ValidateBefore_TPConfirm` [49-51]
F10	Draft booking is auto-provisionalised	`WindowStatus = Draft` at confirm time	Confirm	`Sub_BookProvisionally_AllInventory(All, …)` runs first; if it succeeds, validation continues. A user can go Draft → Confirmed in one click	P1	`Booking.Sub_ValidateBefore_TPConfirm` [14],[42]
F11	Auto-provisional failure blocks confirm	Same as F10 but force the provisional step to fail	Confirm	Confirmation aborts, returns false	P1	`Booking.Sub_ValidateBefore_TPConfirm` [43-45]
F12	Override line without an edited description	Live chargeable line with `OverrideOption`, non-Accommodation, linked `Option` also `OverrideOption`, `DescriptionEdited = false`, not a private journey, subtype not `Provide_wiggle`/`DMC_Override`	Confirm	Info: "You cannot confirm this booking as the following override lines require an updated description …" naming line description and supplier	P2	`Booking.Sub_ValidateBefore_TPConfirm` [21-34]
F13	Override line exclusions	Same but subtype `Provide_wiggle` / `DMC_Override` / accommodation / private journey	Confirm	Those lines are excluded and do not block	P2	`Booking.Sub_ValidateBefore_TPConfirm` [21]
F14	Unconfirmed suppliers — advisory only	Supplier confirmations outstanding, `HoldingPattern = false`	Confirm	`InventoryStatus` set to `Pending`, page `UnconfirmedBookingLines_AP` opens — but validation returns true and confirmation continues. Verify this is intended	P1	`Booking.Sub_ValidateBefore_TPConfirm` [35-38]
F15	Holding pattern bypasses supplier check	Same but `HoldingPattern = true`	Confirm	No `InventoryStatus = Pending`, no page; proceeds	P2	`Booking.Sub_ValidateBefore_TPConfirm` [36]
F16	Holding pattern bypasses validation failure	Any validation failure with `HoldingPattern = true`	Confirm	`ConfirmBooking` [16] proceeds regardless of the validation result. Deliberately powerful — verify it is restricted appropriately	P1	`ConfirmBooking` [16]
F17	Wish lines not all confirmed	Wish booking where `Confirm_Wish` cannot confirm every sector	Confirm	Info: "Not all of your Wish booking lines were confirmed, please resolve this before confirming to Tourplan (or exclude these Wish lines from the confirmation process)"; returns false	P1	`Booking.Sub_ConfirmBooking` [4-5],[39]

G. Confirmation — permissions¶

ID	Case	Preconditions	Steps	Expected	Pri	Source
G1	Agent without confirm rights	`Agent/AllowConfirmOfBookings = false`	Confirm	Info: "Please contact your Agency Administrator in order to confirm this booking."	P1	`Booking.Sub_ValidateBefore_TPConfirm` [72]
G2	Agent whose agency lacks full access	`AllowConfirmOfBookings = true` but `Agency/AgencyAccess ≠ FullWindowAccess`	Confirm	Info: "You do not have rights to confirm a booking, please speak to a WS consultant"	P1	`Booking.Sub_ValidateBefore_TPConfirm` [68-69]
G3	Agent fully entitled	`AllowConfirmOfBookings = true`, `AgencyAccess = FullWindowAccess`	Confirm	Proceeds to the content checks	P1	`Booking.Sub_ValidateBefore_TPConfirm` [68]
G4	ZZZ agency blocked	Employee, `Agency/EmployeeAccess = ProvisionalBookingOnly`, agency `Code` starts `ZZZ`	Confirm	Info: "You cannot confirm a 'ZZZ' agency in Tourplan. Please change the agency in order to proceed."	P1	`Booking.Sub_ValidateBefore_TPConfirm` [55-56]
G5	Provisional-only agency, non-manager	Employee (not manager), `EmployeeAccess = ProvisionalBookingOnly`, non-ZZZ agency	Confirm	Info: "You cannot confirm this agency, unless you are a manager and it is within 14 days of travel date."	P1	`Booking.Sub_ValidateBefore_TPConfirm` [65]
G6	Provisional-only agency, manager outside 14 days	Manager, `EmployeeAccess = ProvisionalBookingOnly`, trip more than 14 days out	Confirm	Same rejection as G5 — both conditions are required	P1	`Booking.Sub_ValidateBefore_TPConfirm` [63-64]
G7	Provisional-only agency, manager inside 14 days	Manager, trip 14 days or less away	Confirm	Proceeds	P1	`Booking.Sub_ValidateBefore_TPConfirm` [63]
G8	Boundary — exactly 14 days	Manager, `daysBetween(now, TripStartDate)` exactly 14	Confirm	Condition is `<= 14`, so this should pass. Test explicitly	P2	`Booking.Sub_ValidateBefore_TPConfirm` [63]
G9	Unrestricted agency employee	Employee, `EmployeeAccess ≠ ProvisionalBookingOnly`	Confirm	No manager or 14-day constraint applies	P2	`Booking.Sub_ValidateBefore_TPConfirm` [53]

H. Confirmation — happy path and downstream effects¶

ID	Case	Preconditions	Steps	Expected	Pri	Source
H1	Full confirm	All guards pass, `$Full = true`, provisional lines present	Confirm	`WindowStatus = C`; `ConfirmationDate` set to now; all live `Provisional` lines and `Draft` lines with empty `BookingMethod` become `Confirmed`	P1	`ConfirmBooking` [23],[26-29]
H2	`ConfirmationDate` not overwritten on reconfirm	Booking already confirmed once, `ConfirmationDate` populated	Reconfirm	`ConfirmationDate` retains its original value	P1	`ConfirmBooking` [23]
H3	Partial confirm leaves other lines alone	`$Full = false`, mix of `Confirmed` and `Provisional` lines	Confirm partial	Only the already-`Confirmed` lines go to Tourplan; `Provisional` lines are untouched	P1	`ConfirmBooking` [25]
H4	No Tourplan confirmation required	`TP_IsConfirmationRequired` returns false	Confirm	Info: "No Tourplan Confirmation Required !", returns success, `WindowStatus = C`. Nothing is written to Tourplan and `FinishConfirmation` does not run — so no deposit invoice, no HubSpot push. Verify against expectations	P1	`ConfirmBooking` [31-34]
H5	Tourplan write succeeds	Normal path	Confirm	`TP_ConfirmLinesInTourplan` runs; `WishAPI.UpdateTourplanReference` populates `TourPlanFullReference`; `GuestDetailsStatus = NeedsUpdate`; `OriginalConfirmedStartDate` set to `TripStartDate` if it was empty	P1	`Booking.Sub_ConfirmBooking` [18],[20],[25]
H6	Tourplan notes updated for eligible statuses	`TourplanStatus` in `C`, `D`, `I`, `Pending`	Confirm	`TP_UpdateTourplanNotes` runs; failure is logged Critical but does not abort	P2	`Booking.Sub_ConfirmBooking` [21-23],[31]
H7	Tourplan write fails	Force `TP_ConfirmLinesInTourplan` to error	Confirm	Error: "Booking has failed to confirmed. Please see error log for details."; a `Critical` `Logging.SystemLog` entry naming `Sub_ConfirmBooking`. `WindowStatus` is already `C` — assert the inconsistent state and that `LeaveBookingChecks` nags on exit (defect D2)	P1	`Booking.ConfirmBooking` [43], `Booking.Sub_ConfirmBooking` [34]
H8	Ex-Tourplan booking	`TourplanStatus = EX_Tourplan` and confirmation fails	Confirm	Error: "The booking has been disconnected from Tourplan (ExTP). All Tourplan changes required must now be made in Tourplan as the booking has travelled already."	P2	`Booking.ConfirmBooking` [46]
H9	Referral marked confirmed	Booking linked to a `Booking.Referral` not yet `Confirmed`	Confirm	`Referral/Status = LeadStatus.Confirmed`	P2	`Booking.UpdateReferralAfterConfirm` [5]
H10	Referral already confirmed	Referral already `Confirmed`	Confirm	No change, no error	P3	`Booking.UpdateReferralAfterConfirm` [4],[7]
H11	First confirm raises a deposit invoice	`TourPlanFullReference` empty; `AllowInvoiceSplitting`, `GroupsBooking`, `EU_Booking`, `HoldingPattern` all false; `CheckInvoicing` allows	Confirm	`CheckDepositInvoice` runs and a deposit invoice is created	P1	`Booking.FinishConfirmation` [12-14]
H12	Second confirm does not re-invoice	`TourPlanFullReference` populated	Reconfirm	`$FirstConfirm = false` → no deposit invoice	P1	`ConfirmBooking` [14], `Booking.FinishConfirmation` [13]
H13	Deposit suppressed — invoice splitting	`AllowInvoiceSplitting = true`	Confirm	Info: "No deposit invoice has been created due to invoice splitting being allowed on this booking. Please ensure the booking is deposit invoiced."; no invoice	P2	`Booking.FinishConfirmation` [30]
H14	Deposit suppressed — groups/series	`GroupsBooking = true`	Confirm	Info: "…due to this being a Groups or Series booking…"	P2	`Booking.FinishConfirmation` [29]
H15	Deposit suppressed — EU booking	`EU_Booking = true`	Confirm	Info: "…due to this being an EU booking…"	P2	`Booking.FinishConfirmation` [28]
H16	Deposit suppressed — holding pattern	`HoldingPattern = true`	Confirm	Info: "No deposit invoice has been created due to this being in a holding patter. Please ensure the booking is deposit invoiced." (typo is in the model)	P2	`Booking.FinishConfirmation` [26]
H17	HubSpot receives confirmed lodges	H1 passes	Confirm	`HubSpot.AddConfirmedLodgesToHubSpotBooking` runs; confirmed lodges appear against the HubSpot booking	P2	`Booking.FinishConfirmation` [4]
H18	Onbase notified	H1 passes	Confirm	`Onbase.BookingStatus_Post` runs	P2	`Booking.FinishConfirmation` [21]
H19	Guests written to Wish	`WishBooking = true`	Confirm	`WriteGuestsToWish($Booking, true)` runs. On failure a `Critical` log "Failed to write guests to Wish on confirmation" is written and confirmation still completes	P2	`Booking.FinishConfirmation` [23-24]
H20	Agency invoice link set	H1 passes	Confirm	`Booking_AgencyInvoice` points at the booking's agency	P3	`Booking.FinishConfirmation` [19-20]
H21	Confirmation e-mails	H1 passes	Confirm	`SendAutomatedEmails_Confirmation` for chargeable confirmed lines whose `TourPlanStatus ≠ Confirmed`; `EmailConsultantsAgentBooking(…, BookingStatus.C)`	P2	`Booking.Sub_ConfirmBooking` [7],[12]
H22	Audit trail on confirmation	H1 passes	Confirm	`Booking.Event.Confirm` "Booking updated to confirmed"; booking-history entry from `BHL_LogEntry_Create` with `'Confirm booking'`	P2	`Booking.ConfirmBooking` [38], `Booking.Sub_ConfirmBooking` [26]
H23	Gorilla permits on cancelled lines	Booking with a `GorillaReceiptedVoucher` on a `Cancelled`/`CancelledWithCosts` line, or a permit-date mismatch	Confirm	`HasCancelLinesWithPermits = true`; false when no such line	P3	`Booking.Sub_ConfirmBooking` [14-15]

I. Housekeeping job — `SE_CancelExpiredBookings`¶

ID	Case	Preconditions	Steps	Expected	Pri	Source
I1	Stale provisional cancelled in Wish	Booking with `TripEndDate` more than 13 months ago, `WindowStatus` `P` or `Pending`, `TourplanStatus` `Draft` or `EX_Tourplan`, `Source` `Wilderness_window` or `EX_Tourplan`, `TourPlanReference = 0`, and Wish reports `CANC`	Run the job	`WindowStatus = CX`, `InventoryStatus = CX`, `CancelBooking` runs, `ArchiveLog` row written	P1	`Booking.SE_CancelExpiredBookings` [8-17]
I2	Not cancelled in Wish is skipped	Same but Wish does not report `CANC`	Run the job	Booking untouched	P1	`Booking.SE_CancelExpiredBookings` [11-12]
I3	Old quotes deleted	`Source` `Quote_only` or `Placeholder`, `BrochureCosting = false`, `TripEndDate` more than 4 years ago	Run the job	`DeleteBooking` runs; `ArchiveLog` written first	P1	`Booking.SE_CancelExpiredBookings` [23-28]
I4	Brochure-costing quotes deleted earlier	Same but `BrochureCosting = true`, `TripEndDate` more than 2 years ago	Run the job	Deleted	P2	`Booking.SE_CancelExpiredBookings` [32-37]
I5	Recent quotes survive	Quote with `TripEndDate` 1 year ago	Run the job	Untouched. Guards against an off-by-one in the date arithmetic	P1	`Booking.SE_CancelExpiredBookings` [23]
I6	Cancelled bookings deleted only when the party has none live	`WindowStatus = CX`, `TripStartDate` more than 4 years ago, no Tourplan or Wish reference	Run twice: once where the party has a live `C`/`P` booking, once where it does not	Deleted only in the second case	P1	`Booking.SE_CancelExpiredBookings` [43-49]
I7	Batch cap	More than 150 qualifying records in any sweep	Run the job	At most 150 processed per sweep per run; the rest are picked up on later runs	P2	`SE_CancelExpiredBookings` limits
I8	Archive log accuracy	I3 or I6	Run, inspect `ArchiveLog`	Known defect D4/D5: reason strings state 6 months / 1 year while the queries use 13 months / 4 years, and the sweep-4 party name is read off an empty object. Log the mismatch rather than adjusting expectations	P2	`Booking.SE_CancelExpiredBookings` [16],[27],[46-47]

J. Known defects to assert against¶

Turn each of these into a standing test so a fix is detected, and a regression is caught.

ID	Defect	Test
J1	D1 — silent rooming rejection on convert	B8. Assert some user-visible message appears
J2	D2 — `WindowStatus = C` before the Tourplan write succeeds	H7. Assert the inconsistent state is reachable and that the warning appears on leaving the booking
J3	D3 — `Sub_ConfirmBooking` returns success when Tourplan is closed	If `ConfirmBooking`'s own Tourplan guard can ever be bypassed (e.g. `HoldingPattern`), confirm whether `FinishConfirmation` runs with nothing written to Tourplan
J4	D6 — quote-expiry chaser e-mail is dead	`Maintenance.SE_SendQuoteExpiryEmails` is excluded from deployment and filters on `QuoteExpiry_notused`. Assert no such e-mail is sent, and correct any test or runbook expecting one
J5	D7 — `ConvertToLiveBooking_170626` stale duplicate	After any fix to `ConvertToLiveBooking`, assert the clone is deleted or updated too
J6	D9 — messages say "step 3" while `Step3` or `Step4` is accepted	B3, F3. Cosmetic; log for copy review
J7	D10 — `BookQuote` collapses all conversion failures into a bare `Success = false`	M10
J8	D11 — `API_System` stamped `ITRVL` for every API caller	M8
J9	D12 — `Sub_AssignExpiryDate`'s note says "latest", the sort takes the earliest	E1. Assert the earliest is used and raise the contradiction with the flow's owner
J10	OnBase failures are silent	N4

K. Suggested smoke path¶

Ten minutes, one booking, covers the spine:

A1 — agent creates a quote. Assert Source/WindowStatus = Quote_only.
Complete Steps 1–3, price it. Assert BookingStep = Step4, Priced = Yes.
B3 — try to convert from Step 1 first (use a second quote). Assert rejection.
C2 — convert from Step 4. Assert Source = Wilderness_window, WindowStatus = Draft, TourplanStatus still Draft, Priced cleared.
F7 — try to confirm without repricing. Assert the "not priced" rejection.
Reprice. D1 — book provisionally. Assert WindowStatus = P and an ExpirationDate.
H1 — confirm. Assert WindowStatus = C, ConfirmationDate set, TourPlanFullReference populated, lines Confirmed.
H11 — assert a deposit invoice was raised.
H12 — reconfirm. Assert no second deposit invoice and ConfirmationDate unchanged.

M. The API conversion path — `API.BookQuote`¶

ID	Case	Preconditions	Steps	Expected	Pri	Source
M1	Missing payload	Request with no `BookQuote` object	Call `BookQuote`	Error `SYS1010`, no conversion	P1	`API.BookQuote` [6-7]
M2	Unknown booking number	`BookingNumber` matching nothing	Call	Error `IN4050`	P1	[10-11]
M3	Non-API booking is invisible	Booking created in the UI (`APIBooking = false`) with a valid number	Call	Error `IN4050` — the lookup is constrained to `[APIBooking]`, so UI bookings cannot be converted via the API even with a correct reference	P1	[9]
M4	Cancelled booking	`WindowStatus = CX` or `CC`	Call	Error `IN4080`	P1	[14-15]
M5	Dropped booking	`Source` neither `Wilderness_window` nor `Quote_only`	Call	Error `IN4090`	P1	[17-18]
M6	Already converted	`Source = Wilderness_window`	Call	Error `IN4100`	P1	[20-21]
M7	Full happy path	Valid API quote at Step 3/4, rooming valid	Call	`ConvertToLiveBooking` → `ProceedToScreen3_CreateBLs` → `IVK_ProvisionalAll` → `UpdateReferralAfterCreate` all run; booking ends Provisional with booking lines built, in one call	P1	[23-26]
M8	ITRVL stamped for every caller	Call from a non-iTrvl partner integration	Call	`API_System = ITRVL` regardless of actual caller — defect D11. Assert and log	P2	[27]
M9	Lock released	M7	Call	`Booking_CurrentlyUsedBy` cleared, `AgentBlock = false`	P2	[27]
M10	Conversion failure returns a bare false	API quote that passes all five guards but fails `CheckRooming`	Call	`BookQuoteResponse.Success = false` with no error code and no diagnostic, because success is inferred from `$Booking/Source`. Defect D10 — highest-value API case	P1	[28],[32]
M11	Success flag on the happy path	M7	Call	`Success = true`; request/response logged via `LogXMLRequestResponse`	P2	[28-30]

N. OnBase notification¶

Onbase.BookingStatus_Post is invoked fire-and-forget on convert, provisional, confirm and cancel. UseReturnVariable is false everywhere, so no caller detects failure.

ID	Case	Preconditions	Steps	Expected	Pri	Source
N1	Fired on conversion	Valid conversion	Convert	`Onbase.BookingStatus_Post` invoked asynchronously with the booking as context	P2	`Booking.ConvertToLiveBooking` [14]
N2	Fired on provisional	D1	Book provisionally	Same call fires	P2	`Booking.Sub_BookProvisionally_AllInventory` [34]
N3	Fired on confirmation	H1	Confirm	Same call fires	P2	`ConfirmBooking` [24]
N4	Failure is invisible	Make `Onbase.BookingStatus_Post` fail	Convert	The calling flow completes normally and reports success. Nothing surfaces to the user or the caller. Confirm the business accepts silent loss of document-generation triggers	P1	`UseReturnVariable: false` at all sites
N5	Asynchronous, not inline	Any of N1–N3	Trigger	Runs in its own transaction after the caller commits; a rollback in the caller does not prevent it	P2	`CommunityCommons.executeMicroflowInBackground` semantics

O. HubSpot on provisional¶

ID	Case	Preconditions	Steps	Expected	Pri	Source
O1	Standard provisional updates HubSpot	Booking provisioned via `IVK_ProvisionalAll`	Book provisionally	`HubSpot.AddProvisionalExpiryDateToHubSpot` and `HubSpot_DMC.UpdateDealAfterProv` both run	P1	`Booking.IVK_ProvisionalAll` [12-13]
O2	Agent variant does not	Same booking via `IVK_ProvisionalAll_Agents`	Book provisionally	Neither HubSpot call occurs. The deal is not updated	P1	`IVK_ProvisionalAll_Agents`
O3	The split is per button, not per user	An `Agent`-role user	Reach both buttons on `BookingWizard_Step_3`	`IVK_ProvisionalAll` allows `Agent`, so an agent using that button does update HubSpot. Confirm which button each role actually sees	P1	role lists on both flows
O4	API path updates HubSpot	`API.BookQuote`	Call	Reaches `IVK_ProvisionalAll`, so HubSpot is updated for partner bookings	P2	`API.BookQuote` [25]
O5	HubSpot outage does not block	Force HubSpot to fail	Book provisionally	Both calls are `[queued]`, so the provisional hold still completes	P1	`Booking.IVK_ProvisionalAll` [12-13]
O6	Locked booking blocked in both variants	`NoChangesAllowed = true`	Book provisionally	Info "Please have your consultant take this booking ex-window as it is locked for further changes." in both	P2	[2],[19]
O7	`ProvisionalDate` stamped once	First and second provisional	Book provisionally twice	Set on first only	P2	[16]

L. Environment notes¶

Tourplan and Wish are live integrations. Cases F5, H5, H7, D8 and H19 need either a Tourplan/Wish test instance or a stubbed DataManagement.ServerSettings — see docs/02-architecture.md for the 17 configured server configurations.
TourplanInstance matters for F1/F2: the tax-indicator lookup is keyed on (Agency, TourplanInstance), so an agency valid in one instance can be invalid in another.
Several checks depend on daysBetween(now, TripStartDate). Prefer fixtures with dates set relative to run time over fixed dates, or the boundary cases (B7, G8) rot.