Erghi Manual Test Guide

Fresh-environment walkthrough from zero to a working integration + chat test.

Prerequisites

• shared-infra running (Postgres, Redis, GoTrue)
• Erghi stack: docker compose up -d in Erghi/
• .env includes SUPABASE_SERVICE_ROLE_KEY and ADMIN_PORTAL_URL=http://localhost:4210

Step 0 — Wipe old data

cd Erghi
chmod +x scripts/reset_local_environment.sh
./scripts/reset_local_environment.sh --yes

This removes all users, workspaces, conversations, integrations, and RAG documents. Schema is preserved.

Step 1 — Register workspace (Admin)

1. Open http://localhost:4210/register
2. Fill: workspace name, company website, your name, email, password
3. You become Owner/Admin with a new workspace

Verify: Dashboard shows zeros/empty (no mock data).

Step 2 — Start company sandbox

The sandbox is a temporary project outside ErghiPlatform:

cd ../../Erghi.ManualTestSandbox   # from Erghi/
dotnet run

Delete when done — see Erghi.ManualTestSandbox/REMOVE_AFTER_TESTING.md.

Open http://localhost:5199 — note sample customers/orders.

Step 3 — Add API integration

1. Admin Portal → Integrations → Add integration
2. Upload ../../Erghi.ManualTestSandbox/wwwroot/openapi.json
3. Base URL: http://host.docker.internal:5199 (if chat-service runs in Docker)
4. Credential: API Key, header X-Api-Key, value acme-sandbox-key-dev
5. Click Test — should succeed

Step 4 — RAG knowledge (optional)

Admin → RAG → add document:

Returns accepted within 30 days. Gold tier customers get free return shipping.

Step 5 — Create widget

1. Admin → Widgets → Create widget
2. Copy embed code
3. Open User Portal http://localhost:4211 and test chat

Step 6 — Invite agent

1. Admin → Users → Invite Agent (email only)
2. Check MailHog http://localhost:8025 for invite link
3. Agent sets password at /accept-invite, then logs in
4. Agent sees Dashboard + Conversations only

Step 7 — End-to-end chat test

In the widget, try:

• "What is the status of order ord-1001?"
• "List products in stock"
• "What is your return policy?" (RAG)

URLs

Service	URL
Admin portal	http://localhost:4210
User portal	http://localhost:4211
API gateway	http://localhost:5080
Sandbox company API	http://localhost:5199
MailHog	http://localhost:8025

CI-only seeds (do not use for manual testing)

# Optional E2E auth accounts
SEED_E2E_ACCOUNTS=1 ./scripts/phase2/prepare_phase2_tests.sh

# Optional integration fixture workspaces
psql $DATABASE_URL -f scripts/phase2/seed_integration_sample_data.sql

After testing — remove sandbox

See TEMP_SANDBOX_CHECKLIST.md.