UAT: Report Builder Redesign Testing and fixing (PR #556)

Context

We're redesigning the report builder experience with modal-based workflows for selecting and creating policies, populations, and households. Before merging #556, we need thorough user acceptance testing.

Setup

git fetch origin
git checkout feat/report-setup-reflow
npm install
npm run dev

This starts two dev servers:

• Website: http://localhost:3000
• Calculator: http://localhost:3001

Cross-app links (logo, "Enter PolicyEngine" button) should correctly navigate between these local servers.

Goal

1. Familiarize yourself with the new Report Builder design
2. Test both Card view and Row view display modes
3. Identify bugs, UX issues, and pain points
4. Provide feedback on which view mode you prefer

Pre-work (everyone, ~15 min)

Spend 15 minutes on app.policyengine.org exploring the current report creation flow. This gives you baseline context for comparison.

Assignments

Each person tests the full Report Builder flow for their country + scope, using both Card and Row views:

• US National + Subnational - #559
• US Household - #560
• UK National + Subnational - #561
• UK Household - #562

How to Report Findings

For each issue found, include:

1. Workflow step where issue occurred
2. View mode (Card/Row/Both)
3. Expected behavior vs Actual behavior
4. Screenshot or screen recording if possible
5. Severity: Blocker / Major / Minor / Enhancement

Comment directly on #556 or create issues with label uat-556.

Check out feat/report-setup-reflow, run npm install and npm run dev, then compare the local Report Builder at ports 3000 and 3001 with app.policyengine.org. Test the assigned country and scope in both Card and Row views, recording workflow step, expected versus actual behavior, severity, and evidence. Done means the assigned flows have been tested and findings are reported on #556 or as uat-556 issues.