Bill Template Management Test Cases - BX03US01

Test Case 1 - Verify dashboard displays accurate template counts and metrics with sample data from user story

Title: Verify dashboard displays accurate template counts and metrics with sample data from user story

Test Case Metadata

Test Case ID: BX03US01_TC_001
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, UI, Dashboard], MOD-[BillTemplates], P1-[Critical], Phase-[Smoke], Type-[Functional], Platform-[Web], Report-[Quality-Dashboard/Module-Coverage/Regression-Coverage/User-Acceptance/Product], Customer-[All], Risk-[Low], Business-[Critical], Revenue-Impact-[Medium], Integration-[Database], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes

Quality Metrics

Risk_Level: Low
Complexity_Level: Medium
Expected_Execution_Time: 3 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 15%
Integration_Points: Database, CxServices
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Module-Coverage
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC1 - Dashboard displays accurate template counts, status, and usage metrics
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_002

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Database connection, Template data
Performance_Baseline: < 3 seconds page load
Data_Requirements: 3 templates (Standard Water Bill, Electricity Bill Template, Commercial Gas Bill)

Prerequisites

Setup_Requirements: Valid user session, Sample template data loaded
User_Roles_Permissions: Billing Manager access
Test_Data: Templates from user story sample data
Prior_Test_Cases: User login successful

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Bill Templates dashboard from SMART360 main menu	Dashboard loads successfully within 3 seconds showing "Bill Templates" header and "Design and manage bill formats to standardize consumer billing documents" subtitle	Valid billing manager credentials	Verify page elements load per AC1
2	Verify "Total Templates" metric card	Shows "3" with document icon and "Available bill templates in the system" subtitle	3 templates: Standard Water Bill, Electricity Bill Template, Commercial Gas Bill	Must match sample data count
3	Verify "Active Templates" metric card	Shows "2" with user icon and "Templates currently in use" subtitle	Standard Water Bill (Active), Commercial Gas Bill (Active), Electricity Bill Template (Inactive)	Active status from sample data
4	Verify "Average Usage" metric card	Shows "38" with chart icon and "Average usage per template" subtitle	Usage calculation: (13+56+46)/3 = 38.33 rounded to 38	Formula: Total usage ÷ Total templates
5	Verify "Newest Template" metric card	Shows "2025-03-10" with calendar icon and "Most recently created template" subtitle	Commercial Gas Bill created on 10/3/2025	Latest creation date from sample data
6	Verify template cards display	Three template cards visible with utility type icons W, E, G	Template cards for Water, Electricity, Gas	Visual categorization per AC4

Verification Points

Primary_Verification: All metric cards display values matching sample data exactly
Secondary_Verifications: Icons display correctly, Subtitles match specification
Negative_Verification: No error messages appear, No missing data

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: User login authentication
Blocked_Tests: Template modification tests
Parallel_Tests: None
Sequential_Tests: Template detail view tests

Additional Information

Notes: Critical for daily billing operations visibility
Edge_Cases: Large numbers of templates may affect display
Risk_Areas: Incorrect metrics could mislead billing decisions
Security_Considerations: Ensure only authorized users see template counts

Missing Scenarios Identified

Scenario_1: Template metrics refresh when underlying data changes
Type: Integration
Rationale: Real-time data accuracy critical for billing operations
Priority: P2

Test Case 2 - Verify template cards display accurate information and status per user story sample data

Title: Verify template cards display accurate information and status per user story sample data

Test Case Metadata

Test Case ID: BX03US01_TC_002
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, UI, TemplateCard], MOD-[BillTemplates], P1-[Critical], Phase-[Smoke], Type-[Functional], Platform-[Web], Report-[Quality-Dashboard/Module-Coverage/User-Acceptance/Product/CSM], Customer-[All], Risk-[Low], Business-[Critical], Revenue-Impact-[Medium], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes

Quality Metrics

Risk_Level: Low
Complexity_Level: Low
Expected_Execution_Time: 2 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 10%
Integration_Points: Database, UI
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, User-Acceptance
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC1 - Template information display, AC4 - Visual categorization
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_001, BX03US01_TC_008

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Template database, User management system
Performance_Baseline: Instant display
Data_Requirements: Standard Water Bill template with exact sample data

Prerequisites

Setup_Requirements: Dashboard loaded with template data
User_Roles_Permissions: Billing Manager view access
Test_Data: Standard Water Bill (Admin User, 15/1/2025, Usage: 13, Active)
Prior_Test_Cases: BX03US01_TC_001 passed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Locate "Standard Water Bill" template card on dashboard	Template card displays with "S" icon in water utility styling	Standard Water Bill from sample data	Visual identification per AC4
2	Verify template name display	Shows "Standard Water Bill" as card header	Template name from sample data	Primary identifier validation
3	Verify creator information	Shows "Created by: Admin User" below template name	Creator: Admin User from sample data	User reference from sample data
4	Verify creation date format	Shows "Created on: 15/1/2025" in DD/MM/YYYY format	Creation date: 15/1/2025 from sample data	Date format per business rules
5	Verify usage count display	Shows "Usage count: 13" with numeric value	Usage count: 13 from sample data	Usage tracking display
6	Verify status toggle state	Toggle switch shows blue/enabled state for "Active" status	Status: Active from sample data	Status indicator per AC5
7	Verify actions menu presence	Three-dot kebab menu icon displays on card	Actions menu availability	Template management access
8	Verify utility type icon	"S" icon represents Water utility type visually	Water utility categorization	Visual categorization per AC4

Verification Points

Primary_Verification: All template information matches sample data exactly
Secondary_Verifications: Visual styling consistent, Icons clear
Negative_Verification: No missing fields, No formatting errors

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: No

Test Relationships

Blocking_Tests: BX03US01_TC_001
Blocked_Tests: Template editing tests
Parallel_Tests: Other template card validations
Sequential_Tests: Status toggle tests

Additional Information

Notes: Template card is primary interaction point
Edge_Cases: Long template names may affect layout
Risk_Areas: Incorrect status display could cause operational errors
Security_Considerations: Only show templates user has access to

Missing Scenarios Identified

Scenario_1: Template card hover interactions and tooltips
Type: UI Enhancement
Rationale: Improves user experience for template selection
Priority: P3

Test Case 3 - Verify template search by name functionality using exact sample data

Title: Verify template search by name functionality using exact sample data

Test Case Metadata

Test Case ID: BX03US01_TC_003
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: Integration
Priority: P2-High
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, Search, UI], MOD-[BillTemplates], P2-[High], Phase-[Regression], Type-[Functional], Platform-[Web], Report-[Regression-Coverage/Quality-Dashboard/Module-Coverage/User-Acceptance/API-Test-Results], Customer-[All], Risk-[Low], Business-[High], Revenue-Impact-[Low], Integration-[Database], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Low
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Quality Metrics

Risk_Level: Low
Complexity_Level: Medium
Expected_Execution_Time: 2 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Low

Coverage Tracking

Feature_Coverage: 8%
Integration_Points: Database, Search Engine
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Regression-Coverage, Quality-Dashboard
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability

Related_Requirements: AC2 - Template search by name, type, or creator
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_004, BX03US01_TC_005

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Database connection, Search indexing
Performance_Baseline: < 200ms search response
Data_Requirements: All three sample templates loaded

Prerequisites

Setup_Requirements: Dashboard with search field visible
User_Roles_Permissions: Template search access
Test_Data: Standard Water Bill, Electricity Bill Template, Commercial Gas Bill
Prior_Test_Cases: Dashboard loaded successfully

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Click on search field with placeholder "Search by template name or type..."	Cursor appears in search field, field becomes active	Search input element	Field activation per business rules
2	Type "Water" in search field	Search results update dynamically showing only water-related templates	Search term: "Water"	Real-time filtering per AC2
3	Verify filtered results display	Only "Standard Water Bill" template card displays in results	Expected: 1 result (Standard Water Bill)	Partial match validation from sample data
4	Verify result accuracy	Template card shows correct details: Admin User, 15/1/2025, Usage: 13, Active	Standard Water Bill details	Data integrity verification
5	Clear search field completely	All three templates display again in original order	Search reset to empty string	Reset functionality validation
6	Type "Electricity" in search field	Only "Electricity Bill Template" displays in results	Search term: "Electricity"	Different utility type search
7	Verify electricity template result	Shows: John Smith, 20/2/2025, Usage: 56, Inactive status	Electricity Bill Template from sample data	Specific template validation
8	Type "Commercial" in search field	Only "Commercial Gas Bill" displays in results	Search term: "Commercial"	Partial name matching
9	Type "XYZ123" (non-existent term)	No templates display, appropriate "No templates found" message	Invalid search term	No results handling per business rules

Verification Points

Primary_Verification: Search filters templates correctly using sample data
Secondary_Verifications: Real-time search updates, Case-insensitive search
Negative_Verification: Invalid searches show appropriate message

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Template data loading
Blocked_Tests: Advanced search features
Parallel_Tests: Other search functionality tests
Sequential_Tests: Filter combination tests

Additional Information

Notes: Search is critical for large template libraries
Edge_Cases: Special characters in search terms
Risk_Areas: Performance degradation with many templates
Security_Considerations: Prevent search injection attacks

Missing Scenarios Identified

Scenario_1: Search history and recent searches functionality
Type: Enhancement
Rationale: Improves user efficiency for frequent searches
Priority: P4

Test Case 4 - Verify template search by creator using exact sample data creators

Title: Verify template search by creator using exact sample data creators

Test Case Metadata

Test Case ID: BX03US01_TC_004
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: Integration
Priority: P3-Medium
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, Search, CreatorFilter], MOD-[BillTemplates], P3-[Medium], Phase-[Regression], Type-[Functional], Platform-[Web], Report-[Regression-Coverage/Quality-Dashboard/User-Acceptance/Module-Coverage/Customer-Segment-Analysis], Customer-[All], Risk-[Low], Business-[Medium], Revenue-Impact-[Low], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Low
Business_Priority: Could-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Quality Metrics

Risk_Level: Low
Complexity_Level: Low
Expected_Execution_Time: 90 seconds
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Low

Coverage Tracking

Feature_Coverage: 5%
Integration_Points: User Management, Database
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Regression-Coverage, User-Acceptance
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability

Related_Requirements: AC2 - Template search by creator
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_003, BX03US01_TC_005

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: User management integration, Search functionality
Performance_Baseline: < 200ms search response
Data_Requirements: Templates with different creators from sample data

Prerequisites

Setup_Requirements: Search functionality operational
User_Roles_Permissions: Template search and view access
Test_Data: Admin User (Standard Water Bill), John Smith (Electricity Bill Template), Sarah Johnson (Commercial Gas Bill)
Prior_Test_Cases: Basic search functionality verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Type "Admin" in search field	Templates created by "Admin User" display in results	Creator search: "Admin"	Creator-based search from sample data
2	Verify Admin User results	"Standard Water Bill" appears with "Created by: Admin User"	Standard Water Bill template	Specific creator from sample data
3	Verify result details	Template shows: 15/1/2025, Usage: 13, Active status	Admin User template details	Complete creator template validation
4	Clear search and type "John"	Templates created by "John Smith" display in results	Creator search: "John"	Different creator from sample data
5	Verify John Smith results	"Electricity Bill Template" appears with "Created by: John Smith"	Electricity template	John Smith creator validation
6	Verify John's template details	Shows: 20/2/2025, Usage: 56, Inactive status	John Smith template details	Creator-specific template data
7	Clear search and type "Sarah"	Templates created by "Sarah Johnson" display in results	Creator search: "Sarah"	Third creator from sample data
8	Verify Sarah Johnson results	"Commercial Gas Bill" appears with "Created by: Sarah Johnson"	Gas template	Sarah Johnson creator validation
9	Verify Sarah's template details	Shows: 10/3/2025, Usage: 46, Active status	Sarah Johnson template details	Most recent template from sample data
10	Type "NonExistentUser"	No results display with appropriate message	Invalid creator search	No results handling

Verification Points

Primary_Verification: Search correctly filters by creator using exact sample data
Secondary_Verifications: Partial name matching works, Case-insensitive search
Negative_Verification: Invalid creator names handled gracefully

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: No

Test Relationships

Blocking_Tests: User data integration
Blocked_Tests: Advanced creator filtering
Parallel_Tests: Name and type search tests
Sequential_Tests: Combined search criteria tests

Additional Information

Notes: Useful for template ownership tracking
Edge_Cases: Users with same names, Deactivated users
Risk_Areas: User data synchronization issues
Security_Considerations: Ensure user privacy in search results

Missing Scenarios Identified

Scenario_1: Search by multiple creators simultaneously
Type: Enhancement
Rationale: Useful for team-based template management
Priority: P4

Test Case 5 - Verify template creation with water utility pre-configured sections

Title: Verify template creation with water utility pre-configured sections

Test Case Metadata

Test Case ID: BX03US01_TC_005
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, TemplateCreation, PreConfigured], MOD-[BillTemplates], P1-[Critical], Phase-[Smoke], Type-[Functional], Platform-[Web], Report-[Smoke-Test-Results/Quality-Dashboard/Module-Coverage/Product/Engineering], Customer-[All], Risk-[Medium], Business-[Critical], Revenue-Impact-[High], Integration-[Database], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Onboarding
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 20%
Integration_Points: Database, Template Engine
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Smoke-Test-Results, Quality-Dashboard
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC3 - Create new templates with pre-configured utility-specific sections
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_006, BX03US01_TC_022

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Template creation system, Database write access
Performance_Baseline: < 5 seconds creation
Data_Requirements: Water utility section templates

Prerequisites

Setup_Requirements: Valid billing manager session, Write permissions
User_Roles_Permissions: Template creation permissions
Test_Data: New water template name, Water utility configuration
Prior_Test_Cases: Dashboard access verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Click "Create New Template" button in top-right of dashboard	Template creation modal opens with utility type selection	Button: "Create New Template"	Navigation per business rules
2	Select "Water" from utility type dropdown	Water utility type selected, water-specific options appear	Utility Type: Water	Pre-configuration trigger per AC3
3	Enter template name in input field	Name field accepts input and validates uniqueness	Template Name: "Premium Water Bill 2025"	Input validation per business rules
4	Click "Create Template" button	Template created successfully, redirected to template editor	Creation action	Template initialization
5	Verify template editor loads with water sections	Editor displays with pre-configured water utility sections enabled	Water-specific sections	Section pre-loading per AC3
6	Verify "Header" section present and enabled	Header section shows with toggle in enabled/blue state	Header section	Standard section verification
7	Verify "Customer Information" section enabled	Customer Information section loaded with water-specific fields	Customer section	Water utility customization
8	Verify "Meter Reading" section with water fields	Meter Reading section includes water meter specific fields	Water meter fields	Water utility specialization
9	Verify "Usage Summary" section enabled	Usage Summary section configured for water consumption display	Water usage fields	Consumption tracking per water utility
10	Verify "Payment Information" section enabled	Payment section includes water billing payment options	Payment section	Payment processing integration
11	Verify "Footer" section present	Footer section available for water utility compliance information	Footer section	Regulatory compliance support
12	Check template appears in dashboard list	Navigate back to dashboard and verify new template listed	Template listing	Persistence verification

Verification Points

Primary_Verification: Template created with water-specific pre-configured sections
Secondary_Verifications: All sections enabled by default, Editor loads correctly
Negative_Verification: No errors during creation, No missing sections

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: No

Test Relationships

Blocking_Tests: User authentication, Database connectivity
Blocked_Tests: Template editing tests
Parallel_Tests: Other utility type creation tests
Sequential_Tests: Template configuration tests

Additional Information

Notes: Core functionality for water utility billing setup
Edge_Cases: Network interruption during creation
Risk_Areas: Template corruption, Incomplete section loading
Security_Considerations: Template access control enforcement

Missing Scenarios Identified

Scenario_1: Template creation with custom starting templates
Type: Enhancement
Rationale: Advanced users need template customization options
Priority: P2

Test Case 6 - Verify drag-and-drop section reordering with real-time preview update

Title: Verify drag-and-drop section reordering with real-time preview update

Test Case Metadata

Test Case ID: BX03US01_TC_006
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: UI
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, UI, DragDrop], MOD-[BillTemplates], P2-[High], Phase-[Regression], Type-[UI], Platform-[Web], Report-[User-Acceptance/Quality-Dashboard/Module-Coverage/Cross-Browser-Results/Engineering], Customer-[All], Risk-[Medium], Business-[High], Revenue-Impact-[Low], Integration-[Editor], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Low
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 3 minutes
Reproducibility_Score: Medium
Data_Sensitivity: Low
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 15%
Integration_Points: Template Editor, Preview Engine
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: User-Acceptance, Cross-Browser-Results
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC7 - Drag-and-drop functionality for reordering bill sections
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_017, BX03US01_TC_014

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Template editor, Real-time preview system
Performance_Baseline: < 100ms drag response
Data_Requirements: Template with multiple sections for reordering

Prerequisites

Setup_Requirements: Template editor open with Standard Water Bill
User_Roles_Permissions: Template editing permissions
Test_Data: Standard Water Bill with Header, Customer Information, Billing Details, Usage Summary, Payment Information, Footer sections
Prior_Test_Cases: Template editor access verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Open "Standard Water Bill" template in editor	Template editor loads showing sections panel on left with drag handles visible	Standard Water Bill template	Editor initialization per business rules
2	Verify initial section order in left panel	Sections display in order: Header, Customer Information, Billing Details, Usage Summary, Payment Information, Footer	Default section order	Initial state verification
3	Verify initial preview layout	Preview pane shows sections in same order as left panel	Initial preview order	Preview synchronization
4	Drag "Usage Summary" section above "Billing Details"	Section moves visually during drag with highlighted drop zones	Drag operation	Visual feedback per AC7
5	Drop "Usage Summary" in new position	Section reorders to: Header, Customer Information, Usage Summary, Billing Details, Payment Information, Footer	New section order	Reordering functionality
6	Verify preview updates immediately	Preview pane shows new section order: Header, Customer Information, Usage Summary, Billing Details, Payment Information, Footer	Real-time preview update	Preview synchronization per AC10
7	Drag "Payment Information" section to top position	Section moves with visual drag indicators and drop zones	Payment section drag	Multiple reordering operations
8	Drop "Payment Information" above "Header"	New order: Payment Information, Header, Customer Information, Usage Summary, Billing Details, Footer	Top position placement	Advanced positioning
9	Verify preview reflects final order	Preview displays sections in final reordered sequence	Final preview state	Persistence of changes
10	Save template changes	Template saves successfully with new section order	Save action	Order persistence per business rules
11	Reload template editor	Section order persists after page reload	Template reload	Data persistence verification
12	Verify drag handles remain functional	All sections maintain drag capability after save/reload	Drag functionality	Continued usability

Verification Points

Primary_Verification: Sections can be reordered via drag-and-drop with immediate preview updates
Secondary_Verifications: Visual feedback during drag, Changes persist after save
Negative_Verification: No sections lost during reordering, No preview errors

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: High
Automation_Candidate: No

Test Relationships

Blocking_Tests: Template editor loading
Blocked_Tests: Advanced template configuration
Parallel_Tests: Section toggle tests
Sequential_Tests: Template preview tests

Additional Information

Notes: Critical for template customization workflow
Edge_Cases: Rapid successive drags, Browser-specific drag behavior
Risk_Areas: Preview desynchronization, Section order corruption
Security_Considerations: Ensure drag operations don't bypass validation

Missing Scenarios Identified

Scenario_1: Drag-and-drop with keyboard accessibility support
Type: Accessibility
Rationale: Compliance with accessibility standards required
Priority: P3

Test Case 7 - Verify section visibility toggle with Customer Information section using sample data

Title: Verify section visibility toggle with Customer Information section using sample data

Test Case Metadata

Test Case ID: BX03US01_TC_007
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, SectionToggle, Editor], MOD-[BillTemplates], P1-[Critical], Phase-[Smoke], Type-[Functional], Platform-[Web], Report-[Smoke-Test-Results/Quality-Dashboard/Module-Coverage/Product/Regression-Coverage], Customer-[All], Risk-[Low], Business-[Critical], Revenue-Impact-[Medium], Integration-[Editor], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Low
Complexity_Level: Medium
Expected_Execution_Time: 2 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 12%
Integration_Points: Template Editor, Preview Engine
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Smoke-Test-Results, Quality-Dashboard
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC8 - Toggle visibility of individual bill sections
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_006, BX03US01_TC_015

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Template editor, Real-time preview
Performance_Baseline: < 100ms toggle response
Data_Requirements: Standard Water Bill with Customer Information section

Prerequisites

Setup_Requirements: Template editor open with all sections enabled
User_Roles_Permissions: Template editing permissions
Test_Data: Standard Water Bill with Customer Information section containing sample data (John Smith, 123 Main Street, Account: 1234578)
Prior_Test_Cases: Template editor access verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Locate "Customer Information" section in left sections panel	Section displays with toggle switch in blue/enabled state	Customer Information section	Current state verification per AC8
2	Verify Customer Information in preview	Preview shows customer details: "John Smith", "123 Main Street, Anytown, ST 12345", Account: "1234578"	Sample customer data from user story	Initial preview state
3	Click toggle switch to disable Customer Information section	Toggle changes to gray/disabled state with visual transition	Section disable action	Visual feedback per business rules
4	Verify preview updates immediately	Customer Information section disappears completely from preview pane	Preview update without customer section	Real-time changes per AC10
5	Verify remaining sections intact	Header, Billing Details, Usage Summary sections remain visible in preview	Other sections unaffected	Section independence
6	Click toggle switch to re-enable Customer Information	Toggle changes back to blue/enabled state	Section enable action	Reverse operation
7	Verify Customer Information reappears in preview	Customer section displays again with original data: John Smith details	Customer section restoration	Data preservation
8	Verify section position maintained	Customer Information appears in original position between Header and Billing Details	Section position consistency	Layout preservation
9	Toggle multiple sections rapidly	Each section responds independently without conflicts	Rapid toggle operations	System responsiveness
10	Save template with Customer Information disabled	Template saves successfully with section hidden	Save with disabled section	State persistence
11	Reload template	Customer Information remains disabled after reload	Template persistence	Configuration permanence
12	Re-enable and verify sample data integrity	Customer data displays correctly: John Smith, 123 Main Street, Account 1234578	Sample data validation	Data integrity preservation

Verification Points

Primary_Verification: Section visibility controlled by toggle with immediate preview updates
Secondary_Verifications: Toggle state persists, Sample data preserved
Negative_Verification: No preview errors, No data loss during toggle operations

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Template editor initialization
Blocked_Tests: Field-level customization tests
Parallel_Tests: Other section toggle tests
Sequential_Tests: Section configuration tests

Additional Information

Notes: Essential for template flexibility and compliance
Edge_Cases: Required sections that cannot be disabled
Risk_Areas: Accidental disabling of mandatory sections
Security_Considerations: Ensure section visibility respects user permissions

Missing Scenarios Identified

Scenario_1: Section dependency validation (preventing disabling dependent sections)
Type: Business Rule
Rationale: Some sections may require others for billing compliance
Priority: P2

Test Case 8 - Verify field-level customization in Customer Information section with database mapping

Title: Verify field-level customization in Customer Information section with database mapping

Test Case Metadata

Test Case ID: BX03US01_TC_008
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, FieldCustomization, Editor], MOD-[BillTemplates], P1-[Critical], Phase-[Regression], Type-[Functional], Platform-[Web], Report-[Regression-Coverage/Quality-Dashboard/Module-Coverage/Product/Engineering], Customer-[All], Risk-[Medium], Business-[Critical], Revenue-Impact-[High], Integration-[Editor], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 18%
Integration_Points: Database, Template Editor, Field Mapping
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Regression-Coverage, Quality-Dashboard
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC9 - Field-level customization options for each section, AC11 - Database field mapping validation
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_018, BX03US01_TC_025

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Database field mapping system, Template editor
Performance_Baseline: < 300ms field update
Data_Requirements: Customer Information section with billTo, address, accountNo, billDate, dueDate fields

Prerequisites

Setup_Requirements: Template editor with Customer Information section selected
User_Roles_Permissions: Field customization and database mapping permissions
Test_Data: Customer Information fields from user story sample (billTo, address, accountNo, billDate, dueDate)
Prior_Test_Cases: Section selection functionality verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Select "Customer Information" section in left panel	Properties panel opens on right showing "Properties: Customer Information" header	Customer Information section	Section selection per business rules
2	Verify "Field Settings" subsection displays	Field Settings header visible with list of fields: billTo, address, accountNo, billDate, dueDate	Field list from user story	Field availability per AC9
3	Locate "billTo" field with enabled toggle	Field shows blue toggle switch and "Label: Bill To" text input	billTo field from sample data	Initial field state
4	Change "billTo" label from "Bill To" to "Customer Name"	Label input accepts new text and updates immediately	New label: "Customer Name"	Label customization per AC17
5	Verify preview updates with new label	Preview shows "Customer Name" instead of "Bill To" for customer field	Preview with new label	Real-time preview per AC10
6	Click field configuration dropdown for "billTo" field	Database field mapping dropdown opens showing available options	Field mapping interface	Database integration access
7	Verify database field options display	Options include: Customer Name, Customer Address, Customer City, Customer State, Customer ZIP, Customer Email, Customer Phone	Database field list from user story	Available mappings per AC11
8	Select "Customer Name" from database field dropdown	Field maps to Customer Name database field successfully	Database mapping: Customer Name	Field source validation
9	Verify mapping saves and dropdown closes	Selection confirmed, dropdown closes, mapping established	Mapping confirmation	Database integration success
10	Modify "address" field label to "Billing Address"	Address field label updates from "Address" to "Billing Address"	New label: "Billing Address"	Second field customization
11	Map "address" field to "Customer Address" database field	Address field maps to Customer Address database source	Database mapping: Customer Address	Field mapping consistency
12	Verify both changes in preview simultaneously	Preview shows "Customer Name: John Smith" and "Billing Address: 123 Main Street..."	Combined field changes	Multiple field validation
13	Toggle "accountNo" field to disabled state	Account Number field toggle changes to gray, field disappears from preview	Field disable action	Field visibility control per AC9
14	Save all field customizations	Template saves successfully with all field modifications	Save operation	Change persistence

Verification Points

Primary_Verification: Fields can be customized with labels and database mappings per user story specifications
Secondary_Verifications: Preview updates with changes, Database mapping validates correctly
Negative_Verification: Invalid mappings prevented, No preview corruption

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: High
Automation_Candidate: No

Test Relationships

Blocking_Tests: Database connectivity, Field mapping system
Blocked_Tests: Advanced field configuration
Parallel_Tests: Other section customization tests
Sequential_Tests: Template validation tests

Additional Information

Notes: Core functionality for template customization and data integration
Edge_Cases: Invalid database field mappings, Field mapping conflicts
Risk_Areas: Data corruption, Mapping inconsistencies
Security_Considerations: Database field access control, Data privacy

Missing Scenarios Identified

Scenario_1: Field validation rules and format constraints
Type: Data Validation
Rationale: Ensure data integrity in customized fields
Priority: P1

Test Case 9 - Verify template status toggle between active and inactive using sample data

Title: Verify template status toggle between active and inactive using sample data

Test Case Metadata

Test Case ID: BX03US01_TC_009
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: Integration
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, StatusToggle, Integration], MOD-[BillTemplates], P1-[Critical], Phase-[Smoke], Type-[Functional], Platform-[Web], Report-[Smoke-Test-Results/Quality-Dashboard/Module-Coverage/Product/API-Test-Results], Customer-[All], Risk-[Medium], Business-[Critical], Revenue-Impact-[High], Integration-[Database], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 3 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 10%
Integration_Points: Database, Status Management System
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Smoke-Test-Results, API-Test-Results
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC5 - Toggle template status between active and inactive
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_010, BX03US01_TC_023

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Database connection, Status management system
Performance_Baseline: < 300ms status change
Data_Requirements: Standard Water Bill template with Active status

Prerequisites

Setup_Requirements: Dashboard with template cards visible
User_Roles_Permissions: Template status modification permissions
Test_Data: Standard Water Bill (Active), Electricity Bill Template (Inactive), Commercial Gas Bill (Active)
Prior_Test_Cases: Dashboard display verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Locate "Standard Water Bill" template card on dashboard	Template card displays with blue toggle switch in active/enabled state	Standard Water Bill (Active status)	Current state verification per sample data
2	Verify current "Active Templates" metric	Dashboard shows "Active Templates: 2" in metric card	2 active templates (Standard Water Bill, Commercial Gas Bill)	Baseline metric per AC1
3	Click toggle switch on Standard Water Bill card	Toggle changes from blue to gray/disabled state with smooth transition	Status change action	Visual feedback per AC5
4	Verify template status updates to "Inactive"	Toggle switch shows gray state, template marked as inactive	New status: Inactive	Status change confirmation
5	Check "Active Templates" metric updates	Metric card now shows "Active Templates: 1"	Updated count after deactivation	Metric recalculation per business rules
6	Verify "Total Templates" remains unchanged	Total Templates metric still shows "3"	Total count unchanged	Total count stability
7	Refresh dashboard page	Status change persists after page reload	Page refresh action	Data persistence verification
8	Verify persisted inactive status	Standard Water Bill toggle remains in gray/inactive state	Persistent inactive status	Database persistence
9	Click toggle switch to reactivate Standard Water Bill	Toggle changes back to blue/enabled state	Reactivation action	Reverse operation per AC5
10	Verify "Active Templates" metric increases	Metric updates to "Active Templates: 2"	Metric restoration	Count accuracy after reactivation
11	Test toggle on "Electricity Bill Template" (currently inactive)	Toggle changes from gray to blue, template becomes active	Electricity template activation	Different template status change
12	Verify final "Active Templates" count	Metric shows "Active Templates: 3" with all templates active	Final count verification	System consistency

Verification Points

Primary_Verification: Status toggle works correctly with immediate metric updates using sample data
Secondary_Verifications: Visual feedback immediate, Changes persist after refresh
Negative_Verification: No errors during status changes, No data corruption

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Dashboard loading, Database connectivity
Blocked_Tests: Template deletion tests
Parallel_Tests: Other template management tests
Sequential_Tests: Business rule validation tests

Additional Information

Notes: Critical for template lifecycle management
Edge_Cases: Rapid toggle operations, Network interruption during status change
Risk_Areas: Status desynchronization, Metric calculation errors
Security_Considerations: Status change permissions, Audit logging

Missing Scenarios Identified

Scenario_1: Status change confirmation dialogs for high-usage templates
Type: User Experience
Rationale: Prevent accidental deactivation of frequently used templates
Priority: P2

Test Case 10 - Verify prevention of active template deletion with Standard Water Bill

Title: Verify prevention of active template deletion with Standard Water Bill

Test Case Metadata

Test Case ID: BX03US01_TC_010
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Negative
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Automated

Enhanced Tags for 17 Reports Support Tags: [Negative, Billing, DeletionPrevention, Validation], MOD-[BillTemplates], P1-[Critical], Phase-[Smoke], Type-[Negative], Platform-[Web], Report-[Smoke-Test-Results/Quality-Dashboard/Security-Validation/Module-Coverage/Engineering], Customer-[All], Risk-[High], Business-[Critical], Revenue-Impact-[High], Integration-[Database], Negative

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 2 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 8%
Integration_Points: Database, Validation System
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Smoke-Test-Results, Security-Validation
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC6 - Prevent deletion of active templates without prior deactivation
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_011, BX03US01_TC_023

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Template management system, Business rule validation
Performance_Baseline: Immediate validation response
Data_Requirements: Standard Water Bill template in Active status

Prerequisites

Setup_Requirements: Dashboard with active templates visible
User_Roles_Permissions: Template deletion permissions (to test prevention)
Test_Data: Standard Water Bill (Active, Usage: 13, Created by Admin User)
Prior_Test_Cases: Template status verification completed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Locate "Standard Water Bill" template card with active status	Template displays with blue toggle (active) and three-dot actions menu	Standard Water Bill (Active status)	Initial state verification per sample data
2	Click three-dot actions menu on active template	Actions dropdown opens showing available operations	Actions menu for active template	Menu access per business rules
3	Look for delete option in actions menu	Delete option is either disabled (grayed out) or not present	Active template actions	Prevention mechanism per AC6
4	If delete option visible but disabled, hover over it	Tooltip appears: "Cannot delete active template. Deactivate first."	Disabled delete option	User guidance per business rules
5	If delete option present and clickable, attempt to click	Error message displays: "Cannot delete active template. Please deactivate the template first."	Delete attempt on active template	Error handling per AC6
6	Verify template remains in dashboard	Standard Water Bill template card still visible with all data intact	Template persistence	Deletion prevention success
7	Verify template count unchanged	"Total Templates" metric remains at "3"	Unchanged template count	System integrity
8	Close error message/dialog	Error message closes, template card remains visible	Error dismissal	User workflow continuation
9	Verify template functionality	Template can still be opened for editing	Template functionality	Operational integrity
10	Test with different active template	Repeat deletion attempt with "Commercial Gas Bill" (also active)	Commercial Gas Bill (Active)	Consistency across templates
11	Verify same prevention behavior	Delete operation prevented with same error message	Consistent prevention	Business rule consistency
12	Confirm no templates deleted	All 3 templates remain: Standard Water Bill, Electricity Bill Template, Commercial Gas Bill	All templates intact	System stability

Verification Points

Primary_Verification: Active templates cannot be deleted per AC6 with clear error messaging
Secondary_Verifications: Template data preserved, Clear user guidance provided
Negative_Verification: No accidental deletion occurs, No system corruption

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Template status management
Blocked_Tests: Template recovery tests
Parallel_Tests: Business rule validation tests
Sequential_Tests: Inactive template deletion tests

Additional Information

Notes: Critical business rule for operational continuity
Edge_Cases: Concurrent deletion attempts, Status change during deletion attempt
Risk_Areas: Business rule bypass, Data corruption
Security_Considerations: Ensure deletion prevention cannot be circumvented

Missing Scenarios Identified

Scenario_1: Bulk deletion prevention for multiple active templates
Type: Business Rule
Rationale: Prevent mass deletion operations affecting active templates
Priority: P1

Test Case 11 - Verify template export functionality with Standard Water Bill

Title: Verify template export functionality with Standard Water Bill

Test Case Metadata

Test Case ID: BX03US01_TC_011
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: System
Priority: P3-Medium
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, TemplateExport, DataPortability], MOD-[BillTemplates], P3-[Medium], Phase-[Regression], Type-[Functional], Platform-[Web], Report-[Module-Coverage/Quality-Dashboard/User-Acceptance/Customer-Segment-Analysis/Engineering], Customer-[All], Risk-[Low], Business-[Medium], Revenue-Impact-[Low], Integration-[ExportSystem], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Low
Business_Priority: Could-Have
Customer_Journey: Support
Compliance_Required: No
SLA_Related: No

Quality Metrics

Risk_Level: Low
Complexity_Level: Medium
Expected_Execution_Time: 3 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Low

Coverage Tracking

Feature_Coverage: 5%
Integration_Points: Export System, File Generation
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Module-Coverage, Customer-Segment-Analysis
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability

Related_Requirements: Template export functionality from user story solution section
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_012, BX03US01_TC_027

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Export system, File download capability
Performance_Baseline: < 5 seconds export time
Data_Requirements: Standard Water Bill template with complete configuration

Prerequisites

Setup_Requirements: Template with full configuration available
User_Roles_Permissions: Template export permissions
Test_Data: Standard Water Bill (Admin User, 15/1/2025, Active, Usage: 13)
Prior_Test_Cases: Template access verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Open "Standard Water Bill" template editor	Template editor loads with all sections and configuration visible	Standard Water Bill template	Editor access for export
2	Click "Export" button in template editor toolbar	Export options modal opens with format selection	Export button activation	Export initiation
3	Verify export format options available	Options display: JSON, XML, PDF Template, Configuration File	Export format choices	Format variety per business needs
4	Select "JSON" format option	JSON format selected, export preview shows template structure	JSON format selection	Structured data export
5	Click "Download" button	File download initiates with filename "Standard_Water_Bill_Template.json"	JSON download action	File generation
6	Verify downloaded file contains template data	JSON file includes: sections, fields, labels, database mappings, metadata	Template data export	Data completeness
7	Return to export modal and select "PDF Template"	PDF format selected for template documentation	PDF format selection	Documentation export
8	Generate PDF export	PDF file downloads: "Standard_Water_Bill_Template.pdf"	PDF download	Visual template export
9	Verify PDF contains template preview	PDF shows template layout with sample data and configuration details	PDF content validation	Visual representation
10	Test "Configuration File" export option	Configuration export downloads template settings only	Configuration export	Settings portability
11	Verify configuration file format	File contains: section settings, field mappings, validation rules	Configuration data	Technical settings export
12	Test export from dashboard actions menu	Export option available from template card three-dot menu	Dashboard export access	Alternative export path

Verification Points

Primary_Verification: Template exports successfully in multiple formats with complete data
Secondary_Verifications: File downloads correctly, Content matches template configuration
Negative_Verification: No data loss during export, No file corruption

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior

Test Case 12 - Verify template version control and history restoration functionality

Title: Verify template version control and history restoration functionality

Test Case Metadata

Test Case ID: BX03US01_TC_012
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, VersionControl, HistoryManagement], MOD-[BillTemplates], P2-[High], Phase-[Regression], Type-[Functional], Platform-[Web], Report-[Quality-Dashboard/Module-Coverage/User-Acceptance/Engineering/Customer-Segment-Analysis], Customer-[All], Risk-[Medium], Business-[High], Revenue-Impact-[Medium], Integration-[VersionSystem], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Support
Compliance_Required: Yes
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 12%
Integration_Points: Version Control System, Database
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, User-Acceptance
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: Template version control and history tracking from user story solution section
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_019, BX03US01_TC_028

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Version control system, Change tracking database
Performance_Baseline: < 2 seconds version load
Data_Requirements: Standard Water Bill with modification history

Prerequisites

Setup_Requirements: Template with existing version history
User_Roles_Permissions: Version management and restoration permissions
Test_Data: Standard Water Bill with multiple versions from different modifications
Prior_Test_Cases: Template modification functionality verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Open "Standard Water Bill" template editor	Template editor loads with current version displayed	Standard Water Bill (current version)	Editor access for version management
2	Click "Version History" button in editor toolbar	Version history panel opens showing chronological list of versions	Version history access	History visibility per user story
3	Verify version list displays with details	Each version shows: Version number, Date/time, User who made changes, Change summary	Version metadata display	Complete version tracking
4	Verify current version highlighted	Most recent version marked as "Current" with visual distinction	Current version identification	Active version clarity
5	Click on previous version in history list	Version details modal opens showing specific changes made	Previous version selection	Change detail access
6	Verify change details include field modifications	Changes show: "Customer Information section - Bill To label changed from 'Bill To' to 'Customer Name'"	Specific change tracking	Granular change documentation
7	Click "Preview Version" button	Preview opens showing template as it appeared in selected version	Version preview	Historical state visualization
8	Compare current vs historical preview	Side-by-side comparison highlights differences between versions	Version comparison	Change visualization
9	Click "Restore This Version" button	Confirmation dialog appears: "Restore template to Version 2.1? Current changes will be saved as new version."	Restoration confirmation	Data safety confirmation
10	Confirm version restoration	Template reverts to selected version, current version saved as new entry in history	Version restoration	Historical state recovery
11	Verify restored template configuration	Template editor shows configuration from restored version	Restored configuration	Accurate version restoration
12	Check version history updated	New version entry created for restoration action with timestamp and user	History update	Restoration tracking

Verification Points

Primary_Verification: Version history tracked accurately with restoration capability
Secondary_Verifications: Change details comprehensive, Current state preserved during restoration
Negative_Verification: No data loss during restoration, No version corruption

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: High
Automation_Candidate: No

Test Relationships

Blocking_Tests: Template modification tracking
Blocked_Tests: Advanced version management
Parallel_Tests: Change tracking tests
Sequential_Tests: Audit trail verification

Additional Information

Notes: Critical for change management and error recovery
Edge_Cases: Large number of versions, Concurrent version access
Risk_Areas: Version data corruption, Restoration failures
Security_Considerations: Version access control, Change attribution

Missing Scenarios Identified

Scenario_1: Automated version cleanup for old template versions
Type: System Maintenance
Rationale: Prevent version history bloat and performance degradation
Priority: P3

Test Case 13- Verify multi-format preview (print, PDF, digital) functionality

Title: Verify multi-format preview (print, PDF, digital) functionality

Test Case Metadata

Test Case ID: BX03US01_TC_013
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, MultiFormatPreview, CrossPlatform], MOD-[BillTemplates], P2-[High], Phase-[Regression], Type-[Functional], Platform-[Web], Report-[Cross-Browser-Results/Quality-Dashboard/Module-Coverage/User-Acceptance/Product], Customer-[All], Risk-[Medium], Business-[High], Revenue-Impact-[Medium], Integration-[PreviewEngine], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 15%
Integration_Points: Preview Engine, PDF Generator, Print System
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Cross-Browser-Results, User-Acceptance
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: Multi-format preview functionality from user story solution section
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_017, BX03US01_TC_036

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: PDF generation engine, Print preview system
Performance_Baseline: < 3 seconds format switching
Data_Requirements: Standard Water Bill with complete sample data

Prerequisites

Setup_Requirements: Template editor with preview functionality
User_Roles_Permissions: Template preview access
Test_Data: Standard Water Bill with sample data (John Smith, 123 Main Street, Account: 1234578, Usage: 274 Units)
Prior_Test_Cases: Template preview functionality verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Open "Standard Water Bill" template in editor	Template editor loads with default digital preview showing sample data	Standard Water Bill with sample data	Initial preview state
2	Verify digital preview format display	Preview shows responsive layout optimized for screen viewing with clear typography	Digital format optimization	Screen-optimized display
3	Click "Print Preview" format button	Preview switches to print-optimized layout with adjusted margins and fonts	Print format selection	Print optimization
4	Verify print preview adjustments	Layout shows: Proper margins, Print-friendly fonts, Page break indicators, Header/footer spacing	Print format optimization	Print layout validation
5	Verify sample data in print format	Customer information displays: "John Smith", "123 Main Street, Anytown, ST 12345", Account "1234578"	Sample data in print format	Data consistency across formats
6	Click "PDF Preview" format button	Preview switches to PDF format with PDF-specific styling and layout	PDF format selection	PDF optimization
7	Verify PDF preview formatting	Layout shows: PDF margins, Vector graphics quality, Embedded fonts, Proper page sizing	PDF format validation	PDF-specific formatting
8	Verify billing details in PDF format	Meter reading shows: "WM-98765", Previous: "27849", Current: "28123", Usage: "274 Units"	Billing data in PDF format	Technical data formatting
9	Click "Generate PDF" button	PDF file generates and downloads: "Standard_Water_Bill_Preview.pdf"	PDF generation	File output functionality
10	Open downloaded PDF file	PDF displays exactly as shown in PDF preview with all formatting intact	PDF file validation	Output accuracy verification
11	Return to digital preview format	Preview returns to original digital format layout	Format switching	Format transition functionality
12	Test rapid format switching	Switch between print, PDF, and digital formats multiple times quickly	Rapid format changes	Performance and stability testing

Verification Points

Primary_Verification: Template previews correctly in all three formats with proper optimization
Secondary_Verifications: Sample data consistent across formats, Generated files match previews
Negative_Verification: No formatting errors, No data loss during format switching

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: High
Automation_Candidate: No

Test Relationships

Blocking_Tests: Template preview system
Blocked_Tests: Print job integration
Parallel_Tests: Other preview functionality tests
Sequential_Tests: Output quality validation

Additional Information

Notes: Essential for multi-channel bill delivery
Edge_Cases: Complex layouts, Large templates, Browser print limitations
Risk_Areas: Format inconsistencies, Print quality degradation
Security_Considerations: PDF generation security, Print data handling

Missing Scenarios Identified

Scenario_1: Mobile-responsive preview format for digital bills
Type: Platform Enhancement
Rationale: Mobile bill viewing increasingly important for customer experience
Priority: P3

Test Case14- Verify template performance analytics correlation with customer satisfaction

Title: Verify template performance analytics correlation with customer satisfaction

Test Case Metadata

Test Case ID: BX03US01_TC_014
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Analytics
Test Level: Integration
Priority: P3-Medium
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, PerformanceAnalytics, CustomerSatisfaction], MOD-[BillTemplates], P3-[Medium], Phase-[Regression], Type-[Analytics], Platform-[Web], Report-[Performance-Metrics/Customer-Segment-Analysis/Revenue-Impact-Tracking/Quality-Dashboard/Product], Customer-[All], Risk-[Low], Business-[Medium], Revenue-Impact-[Medium], Integration-[AnalyticsEngine], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Could-Have
Customer_Journey: Support
Compliance_Required: No
SLA_Related: No

Quality Metrics

Risk_Level: Low
Complexity_Level: High
Expected_Execution_Time: 6 minutes
Reproducibility_Score: Medium
Data_Sensitivity: Medium
Failure_Impact: Low

Coverage Tracking

Feature_Coverage: 8%
Integration_Points: Analytics Engine, Customer Feedback System
Code_Module_Mapped: CX-Analytics
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Performance-Metrics, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: Template performance analytics and customer satisfaction metrics from user story solution section
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_024, BX03US01_TC_042

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Analytics system, Customer feedback integration
Performance_Baseline: < 5 seconds analytics load
Data_Requirements: Template usage data and customer satisfaction scores

Prerequisites

Setup_Requirements: Analytics dashboard accessible, Customer feedback data available
User_Roles_Permissions: Analytics and reporting access
Test_Data: Templates with usage data: Standard Water Bill (Usage: 13, Satisfaction: 4.2/5), Electricity Bill Template (Usage: 56, Satisfaction: 3.8/5), Commercial Gas Bill (Usage: 46, Satisfaction: 4.5/5)
Prior_Test_Cases: Template usage tracking verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to template analytics dashboard	Analytics dashboard loads showing template performance metrics overview	Analytics dashboard access	Performance metrics access
2	Verify template usage metrics display	Dashboard shows usage counts: Standard Water Bill (13), Electricity Bill Template (56), Commercial Gas Bill (46)	Usage data from sample data	Usage tracking validation
3	Verify customer satisfaction scores	Satisfaction ratings display: Standard Water Bill (4.2/5), Electricity Bill Template (3.8/5), Commercial Gas Bill (4.5/5)	Satisfaction scores	Customer feedback integration
4	Access correlation analysis view	Click "Performance vs Satisfaction" tab to view correlation metrics	Correlation analysis access	Advanced analytics functionality
5	Verify correlation calculations	System shows correlation between template usage and satisfaction scores	Statistical correlation data	Analytics algorithm validation
6	Check Commercial Gas Bill high performance	Template shows: High usage (46), High satisfaction (4.5), Marked as "Top Performer"	Commercial Gas Bill metrics	High performance identification
7	Check Electricity Bill Template performance concerns	Template shows: Highest usage (56), Lower satisfaction (3.8), Flagged for "Review Recommended"	Electricity template analysis	Performance concern identification
8	Verify trend analysis over time	Time-series chart shows satisfaction trends correlated with template modifications	Trend analysis display	Historical correlation tracking
9	Test filtering by satisfaction threshold	Set filter to show only templates with satisfaction > 4.0	Satisfaction filtering	Data filtering functionality
10	Verify filtered results	Only Standard Water Bill (4.2) and Commercial Gas Bill (4.5) display	Filtered results validation	Filter accuracy verification
11	Export correlation report	Generate PDF report showing template performance vs customer satisfaction analysis	Report generation	Data export functionality
12	Verify report contains actionable insights	Report includes: Template rankings, Improvement recommendations, Correlation coefficients	Report content validation	Actionable analytics output

Verification Points

Primary_Verification: Analytics correctly correlate template performance with customer satisfaction using sample data
Secondary_Verifications: Trend analysis functional, Actionable insights provided
Negative_Verification: No calculation errors, No missing correlation data

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Monthly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Analytics system integration
Blocked_Tests: Advanced reporting features
Parallel_Tests: Other analytics functionality
Sequential_Tests: Business intelligence integration

Additional Information

Notes: Provides valuable insights for template optimization
Edge_Cases: Insufficient data for correlation, Seasonal satisfaction variations
Risk_Areas: Correlation calculation accuracy, Data synchronization issues
Security_Considerations: Customer data privacy in analytics, Report access control

Missing Scenarios Identified

Scenario_1: Real-time satisfaction tracking integration with template usage
Type: Analytics Enhancement
Rationale: Immediate feedback loop for template performance optimization
Priority: P4

Test Case 15 - Verify template cloning efficiency for creating similar water utility templates

Test Case: BX03US01_TC_015

Title: Verify template cloning efficiency for creating similar water utility templates

Test Case Metadata

Test Case ID: BX03US01_TC_015
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, TemplateCloning, Efficiency], MOD-[BillTemplates], P2-[High], Phase-[Regression], Type-[Functional], Platform-[Web], Report-[Module-Coverage/Quality-Dashboard/User-Acceptance/Product/Engineering], Customer-[All], Risk-[Medium], Business-[High], Revenue-Impact-[Medium], Integration-[Database], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 10%
Integration_Points: Database, Template System
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Module-Coverage, User-Acceptance
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC14 - Template cloning for efficient creation of similar templates
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_005, BX03US01_TC_006

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Template cloning system, Database write access
Performance_Baseline: < 3 seconds cloning time
Data_Requirements: Standard Water Bill template as source for cloning

Prerequisites

Setup_Requirements: Source template available with complete configuration
User_Roles_Permissions: Template creation and cloning permissions
Test_Data: Standard Water Bill (Admin User, 15/1/2025, Active, Usage: 13) as clone source
Prior_Test_Cases: Template creation functionality verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Locate "Standard Water Bill" template card on dashboard	Template card displays with actions menu available	Standard Water Bill template	Source template identification
2	Click three-dot actions menu on template card	Actions dropdown opens showing available operations including "Duplicate"	Actions menu access	Cloning access point per AC14
3	Click "Duplicate" option from actions menu	Template cloning dialog opens with source template information displayed	Duplicate action	Cloning initiation
4	Verify source template information	Dialog shows: "Cloning from: Standard Water Bill (Admin User, 15/1/2025)"	Source template details	Clone source confirmation
5	Enter new template name	Name field accepts input: "Premium Water Bill 2025"	New template name	Template differentiation
6	Verify cloning options available	Options include: "Copy all sections", "Copy field mappings", "Copy formatting", "Set as inactive"	Cloning configuration options	Clone customization
7	Confirm cloning with all options selected	Click "Create Clone" button to initiate template duplication	Clone creation action	Template duplication process
8	Verify cloning completion message	Success message displays: "Template cloned successfully. Opening editor..."	Cloning success feedback	Process completion confirmation
9	Verify cloned template opens in editor	Template editor loads with cloned configuration identical to source	Cloned template editor	Configuration copy verification
10	Verify all sections copied correctly	Editor shows same sections as original: Header, Customer Information, Billing Details, Usage Summary, Payment Information, Footer	Section configuration copy	Complete section duplication
11	Verify field mappings preserved	Customer Information fields show same database mappings as source template	Field mapping preservation	Database integration copy
12	Navigate back to dashboard	Dashboard displays both original and cloned templates as separate entities	Template independence	Clone separation verification
13	Verify cloned template details	New template shows: "Premium Water Bill 2025", Created by current user, Today's date, Usage: 0, Status: Inactive	Cloned template metadata	New template characteristics
14	Modify cloned template	Make changes to verify independence from source template	Template modification	Independence validation
15	Verify source template unchanged	Original "Standard Water Bill" remains unmodified by changes to clone	Source template integrity	Template separation

Verification Points

Primary_Verification: Templates can be cloned efficiently with complete configuration copy per AC14
Secondary_Verifications: All configuration elements copied, Templates remain independent
Negative_Verification: No data corruption during cloning, No unintended template links

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: No

Test Relationships

Blocking_Tests: Template creation system
Blocked_Tests: Advanced template customization
Parallel_Tests: Template modification tests
Sequential_Tests: Template lifecycle management

Additional Information

Notes: Critical for efficient template development workflow
Edge_Cases: Cloning complex templates, Large template configurations
Risk_Areas: Data duplication errors, Template corruption
Security_Considerations: Clone permission validation, Data access control

Missing Scenarios Identified

Scenario_1: Bulk template cloning for multiple utility types
Type: Efficiency Enhancement
Rationale: Large utility companies need rapid template deployment
Priority: P3

Test Case 16 - Verify minimum active template requirement per utility type enforcement

Title: Verify minimum active template requirement per utility type enforcement

Test Case Metadata

Test Case ID: BX03US01_TC_016
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Negative
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Automated

Enhanced Tags for 17 Reports Support Tags: [Negative, Billing, MinimumTemplate, BusinessRule], MOD-[BillTemplates], P1-[Critical], Phase-[Smoke], Type-[Negative], Platform-[Web], Report-[Smoke-Test-Results/Quality-Dashboard/Security-Validation/Module-Coverage/Engineering], Customer-[All], Risk-[High], Business-[Critical], Revenue-Impact-[High], Integration-[Database], Negative

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 3 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 12%
Integration_Points: Business Rule Engine, Database
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Smoke-Test-Results, Security-Validation
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC15 - Maintain at least one active template per utility type
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_009, BX03US01_TC_010

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Business rule validation system
Performance_Baseline: Immediate validation response
Data_Requirements: Single active template per utility type

Prerequisites

Setup_Requirements: Only one active template per utility type
User_Roles_Permissions: Template status modification rights
Test_Data: Standard Water Bill (only active water template), Commercial Gas Bill (only active gas template)
Prior_Test_Cases: Template status management verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Verify current state: Only "Standard Water Bill" active for water utility	Dashboard shows 1 active water template	Standard Water Bill (Active)	Baseline state per AC15
2	Attempt to deactivate "Standard Water Bill"	System prevents deactivation with warning message	Deactivation attempt	Business rule enforcement
3	Verify warning message content	Message: "Cannot deactivate: At least one active template required for Water utility"	Error message validation	User guidance per business rules
4	Confirm template remains active	Standard Water Bill toggle stays in blue/active state	Status preservation	Deactivation prevention
5	Create second water template and activate it	New water template created and activated successfully	Second Water Template	Alternative provision
6	Attempt to deactivate original water template	Deactivation now allowed since alternative exists	Deactivation with alternative	Rule satisfaction
7	Verify water utility still has one active template	System maintains minimum requirement with second template	Minimum requirement maintained	Business rule compliance
8	Test same scenario with gas utility templates	Repeat test with Commercial Gas Bill	Gas utility validation	Consistency across utility types

Verification Points

Primary_Verification: System enforces minimum one active template per utility type per AC15
Secondary_Verifications: Clear warning messages, Alternative templates enable deactivation
Negative_Verification: No utility type left without active template

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Template status system
Blocked_Tests: Template deletion workflows
Parallel_Tests: Business rule validation tests
Sequential_Tests: Template lifecycle management

Additional Information

Notes: Critical business rule for operational continuity
Edge_Cases: Concurrent template operations, Bulk deactivation attempts
Risk_Areas: Business rule bypass, Utility service disruption
Security_Considerations: Rule enforcement at API level

Missing Scenarios Identified

Scenario_1: Cross-utility type minimum template validation
Type: Business Rule Enhancement
Rationale: Prevent system-wide template deactivation
Priority: P1

Test Case 17 - Verify usage metrics tracking and display accuracy

Title: Verify usage metrics tracking and display accuracy

Test Case Metadata

Test Case ID: BX03US01_TC_017
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: Integration
Priority: P2-High
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, UsageMetrics, Analytics], MOD-[BillTemplates], P2-[High], Phase-[Regression], Type-[Functional], Platform-[Web], Report-[Performance-Metrics/Quality-Dashboard/Module-Coverage/Product/Customer-Segment-Analysis], Customer-[All], Risk-[Low], Business-[High], Revenue-Impact-[Medium], Integration-[Analytics], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Quality Metrics

Risk_Level: Low
Complexity_Level: Medium
Expected_Execution_Time: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 10%
Integration_Points: Usage Tracking System, Analytics Engine
Code_Module_Mapped: CX-Analytics
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Performance-Metrics, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC16 - Usage metrics for each template
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_001, BX03US01_TC_014

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Usage tracking system, Bill generation integration
Performance_Baseline: Real-time usage updates
Data_Requirements: Templates with existing usage data

Prerequisites

Setup_Requirements: Usage tracking system enabled
User_Roles_Permissions: Template usage viewing permissions
Test_Data: Standard Water Bill (Usage: 13), Electricity Bill Template (Usage: 56), Commercial Gas Bill (Usage: 46)
Prior_Test_Cases: Dashboard metrics display verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Verify current usage counts on dashboard	Template cards show usage: Standard Water Bill (13), Electricity (56), Commercial Gas (46)	Usage counts from sample data	Baseline usage metrics per AC16
2	Verify average usage calculation	Dashboard metric shows "38" (calculated as (13+56+46)/3 = 38.33)	Average calculation validation	Mathematical accuracy
3	Simulate bill generation using Standard Water Bill	Use template for bill generation process	Standard Water Bill usage	Usage increment trigger
4	Verify usage count increments	Standard Water Bill usage updates from 13 to 14	Usage count: 14	Real-time tracking per AC16
5	Verify average usage recalculates	Dashboard average updates to "39" (new calculation: (14+56+46)/3 = 38.67)	Updated average: 39	Dynamic calculation
6	Generate multiple bills with same template	Use Standard Water Bill for 3 more bill generations	Multiple usage events	Bulk usage tracking
7	Verify cumulative usage tracking	Usage count increases to 17 (14 + 3 additional uses)	Cumulative usage: 17	Accurate counting
8	Test usage tracking with different template	Generate bill using Commercial Gas Bill	Commercial Gas Bill usage	Cross-template validation
9	Verify independent usage tracking	Commercial Gas Bill usage increases from 46 to 47, others unchanged	Independent counters	Template isolation
10	Refresh dashboard and verify persistence	Usage counts persist after page reload	Data persistence	Storage validation
11	Access detailed usage analytics	Click on usage count to view detailed usage history	Usage history access	Detailed analytics per AC16
12	Verify usage history details	History shows: Date/time stamps, User who generated bills, Bill count per session	Usage analytics detail	Comprehensive tracking

Verification Points

Primary_Verification: Usage metrics track accurately and update in real-time per AC16
Secondary_Verifications: Calculations correct, History detailed, Data persists
Negative_Verification: No incorrect counting, No usage leakage between templates

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Bill generation integration
Blocked_Tests: Advanced analytics features
Parallel_Tests: Performance metrics tests
Sequential_Tests: Usage-based optimization tests

Additional Information

Notes: Essential for template performance evaluation
Edge_Cases: High-volume usage, Concurrent bill generation
Risk_Areas: Usage count accuracy, Performance impact
Security_Considerations: Usage data privacy, Access control

Missing Scenarios Identified

Scenario_1: Usage-based template recommendations
Type: Analytics Enhancement
Rationale: Help users select optimal templates based on usage patterns
Priority: P3

Test Case 18 - Verify field label and formatting customization options

Title: Verify field label and formatting customization options

Test Case Metadata

Test Case ID: BX03US01_TC_018
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, FieldCustomization, Formatting], MOD-[BillTemplates], P2-[High], Phase-[Regression], Type-[Functional], Platform-[Web], Report-[User-Acceptance/Quality-Dashboard/Module-Coverage/Product/Cross-Browser-Results], Customer-[All], Risk-[Medium], Business-[High], Revenue-Impact-[Medium], Integration-[Editor], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 12%
Integration_Points: Template Editor, Formatting Engine
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: User-Acceptance, Cross-Browser-Results
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC17 - Customization of field labels and formatting options
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_008, BX03US01_TC_025

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Template editor, Formatting system
Performance_Baseline: < 200ms formatting updates
Data_Requirements: Template with various field types for formatting

Prerequisites

Setup_Requirements: Template editor with formatting options available
User_Roles_Permissions: Field customization permissions
Test_Data: Template with date fields, currency fields, text fields
Prior_Test_Cases: Field customization access verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Open template editor and select date field "billDate"	Field properties panel opens with formatting options	billDate field	Date field selection per AC17
2	Verify date formatting options available	Options include: DD/MM/YYYY, MM/DD/YYYY, YYYY-MM-DD, DD-MMM-YYYY	Date format choices	Format variety per business rules
3	Change date format from DD/MM/YYYY to MM/DD/YYYY	Format selection updates, preview shows new format	Date format change	Format customization per AC17
4	Verify preview updates with new date format	Preview shows "05/15/2025" instead of "15/05/2025" for bill date	Preview format change	Real-time formatting
5	Select currency field "amountDue"	Currency formatting options display	Currency field selection	Currency customization access
6	Verify currency formatting options	Options include: Symbol ($, €, £), Decimal places (0-4), Thousands separator	Currency format choices	Currency flexibility
7	Change currency from $ to € with 3 decimal places	Currency updates to € format with 3 decimals	Currency formatting	European currency format
8	Verify currency preview	Preview shows "€408.870" instead of "$408.87"	Currency preview update	Format accuracy
9	Select text field "customerName" for label customization	Text field properties show label customization options	Text field customization	Label modification access
10	Change field label from "Customer Name" to "Bill To"	Label updates in properties and preview	Label change	Custom labeling per AC17
11	Verify text formatting options	Options include: Font size, Bold/Italic, Text case (Upper/Lower/Title)	Text formatting choices	Typography control
12	Apply bold formatting to customer name field	Field displays in bold in preview	Bold formatting	Text emphasis
13	Test numeric field formatting with account number	Account number field shows formatting: Leading zeros, Grouping, Padding	Numeric formatting	Number display control
14	Save all formatting changes	Template saves with all custom formatting applied	Save formatting	Format persistence
15	Reload template and verify formatting persists	All custom formatting remains after template reload	Format persistence	Configuration permanence

Verification Points

Primary_Verification: Field labels and formatting can be customized extensively per AC17
Secondary_Verifications: Preview updates immediately, Changes persist after save
Negative_Verification: No formatting corruption, No preview errors

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: High
Automation_Candidate: No

Test Relationships

Blocking_Tests: Template editor functionality
Blocked_Tests: Advanced formatting features
Parallel_Tests: Other customization tests
Sequential_Tests: Template validation tests

Additional Information

Notes: Critical for template personalization and compliance
Edge_Cases: Complex formatting combinations, Browser compatibility
Risk_Areas: Format corruption, Preview desynchronization
Security_Considerations: Input validation for custom labels

Missing Scenarios Identified

Scenario_1: Conditional formatting based on data values
Type: Advanced Formatting
Rationale: Dynamic formatting enhances bill readability
Priority: P3

Test Case 19 - Verify conditional display rules for template sections and fields

Title: Verify conditional display rules for template sections and fields

Test Case Metadata

Test Case ID: BX03US01_TC_019
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: System
Priority: P3-Medium
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, ConditionalDisplay, BusinessLogic], MOD-[BillTemplates], P3-[Medium], Phase-[Regression], Type-[Functional], Platform-[Web], Report-[Module-Coverage/Quality-Dashboard/Engineering/User-Acceptance/Product], Customer-[Enterprise], Risk-[Medium], Business-[Medium], Revenue-Impact-[Medium], Integration-[RuleEngine], Happy-Path

Business Context

Customer_Segment: Enterprise
Revenue_Impact: Medium
Business_Priority: Could-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 6 minutes
Reproducibility_Score: Medium
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 8%
Integration_Points: Rule Engine, Template Editor
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Module-Coverage, Engineering
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC18 - Conditional display rules for template sections and fields
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_007, BX03US01_TC_008

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Rule engine, Conditional logic system
Performance_Baseline: < 100ms rule evaluation
Data_Requirements: Template with conditional field scenarios

Prerequisites

Setup_Requirements: Template editor with conditional rule capability
User_Roles_Permissions: Advanced template configuration permissions
Test_Data: Template with fields having conditional dependencies
Prior_Test_Cases: Basic field configuration verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Open template editor and access conditional rules section	Conditional rules panel opens with rule configuration options	Template editor access	Rule configuration access per AC18
2	Create field-level conditional rule	Set rule: "Show 'Late Fee' field only if 'Past Due Amount' > 0"	Field condition setup	Field-level logic per AC18
3	Configure rule parameters	Condition: Past Due Amount > 0, Action: Show Late Fee field	Rule parameters	Conditional logic definition
4	Test condition with zero past due amount	Preview with Past Due Amount = $0 shows Late Fee field hidden	Zero past due test	Condition false scenario
5	Test condition with positive past due amount	Preview with Past Due Amount = $50 shows Late Fee field visible	Positive past due test	Condition true scenario
6	Verify field appears with correct formatting	Late Fee field displays with proper currency formatting when visible	Field formatting	Conditional field display
7	Create section-level conditional rule	Set rule: "Show 'Payment History' section only for recurring customers"	Section condition setup	Section-level logic per AC18
8	Configure customer type condition	Condition: Customer Type = "Recurring", Action: Show Payment History section	Section rule parameters	Section conditional display
9	Test with one-time customer	Preview with Customer Type = "One-time" hides Payment History section	One-time customer test	Section hiding logic
10	Test with recurring customer	Preview with Customer Type = "Recurring" shows Payment History section	Recurring customer test	Section showing logic
11	Create complex multi-condition rule	Rule: "Show 'Demand Charges' if Utility Type = 'Electricity' AND Peak Usage > 1000kWh"	Complex condition setup	Multiple criteria logic
12	Test complex rule with partial match	Electricity customer with 500kWh usage does not show Demand Charges	Partial condition test	Complex rule validation
13	Test complex rule with full match	Electricity customer with 1500kWh usage shows Demand Charges section	Full condition test	Complex rule success
14	Verify rule precedence with conflicting conditions	Higher priority rule overrides lower priority when conflicts exist	Rule precedence test	Conflict resolution per AC18
15	Save template with conditional rules	Template saves successfully with all conditional logic preserved	Rule persistence	Configuration saving

Verification Points

Primary_Verification: Conditional display rules work correctly for sections and fields per AC18
Secondary_Verifications: Complex conditions supported, Rule precedence respected
Negative_Verification: No rule conflicts cause errors, Invalid conditions prevented

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Monthly
Maintenance_Effort: High
Automation_Candidate: No

Test Relationships

Blocking_Tests: Rule engine functionality
Blocked_Tests: Advanced conditional features
Parallel_Tests: Business logic validation
Sequential_Tests: Template complexity tests

Additional Information

Notes: Enables sophisticated template behavior for complex billing scenarios
Edge_Cases: Circular rule dependencies, Performance with many rules
Risk_Areas: Rule conflicts, Logic errors, Performance degradation
Security_Considerations: Rule validation, Access control for rule creation

Missing Scenarios Identified

Scenario_1: Rule testing and validation tools
Type: Development Aid
Rationale: Complex rules need validation before deployment
Priority: P4

Test Case 20 - Verify bulk template operations for managing multiple templates

Title: Verify bulk template operations for managing multiple templates

Test Case Metadata

Test Case ID: BX03US01_TC_020
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: System
Priority: P3-Medium
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, BulkOperations, Efficiency], MOD-[BillTemplates], P3-[Medium], Phase-[Regression], Type-[Functional], Platform-[Web], Report-[Module-Coverage/Quality-Dashboard/User-Acceptance/Performance-Metrics/Engineering], Customer-[All], Risk-[Medium], Business-[Medium], Revenue-Impact-[Low], Integration-[Database], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Low
Business_Priority: Could-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 8%
Integration_Points: Database, Bulk Operation System
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Module-Coverage, Performance-Metrics
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC19 - Bulk operations for managing multiple templates
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_009, BX03US01_TC_027

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Bulk operation system, Database transaction support
Performance_Baseline: < 10 seconds for bulk operations
Data_Requirements: Multiple templates for bulk operations

Prerequisites

Setup_Requirements: Multiple templates available for bulk operations
User_Roles_Permissions: Bulk operation permissions
Test_Data: Standard Water Bill, Electricity Bill Template, Commercial Gas Bill
Prior_Test_Cases: Individual template operations verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access template dashboard with multiple templates	Dashboard shows all templates with selection checkboxes	Multiple templates visible	Bulk operation interface per AC19
2	Select multiple templates using checkboxes	Templates selected, bulk action toolbar appears	Select 2-3 templates	Multi-selection capability
3	Verify bulk action options display	Toolbar shows: Bulk Activate, Bulk Deactivate, Bulk Export, Bulk Delete	Bulk action options	Operation variety per AC19
4	Select "Bulk Activate" operation	Confirmation dialog appears showing selected templates	Bulk activation selection	Operation confirmation
5	Verify selected templates in confirmation	Dialog lists: "Standard Water Bill", "Electricity Bill Template"	Selected template confirmation	Selection accuracy
6	Confirm bulk activation	All selected templates change to active status simultaneously	Bulk activation execution	Mass operation success
7	Verify individual template status	Each selected template shows blue toggle (active state)	Individual status verification	Bulk operation accuracy
8	Test bulk deactivation with business rule validation	Select active templates and attempt bulk deactivation	Bulk deactivation attempt	Business rule testing
9	Verify business rule enforcement	System prevents deactivation if it would leave utility type without active template	Business rule validation	Rule enforcement per AC15
10	Verify partial operation completion	Templates that can be deactivated change status, others remain active with explanation	Partial operation handling	Smart bulk processing
11	Test bulk export operation	Select multiple templates and choose "Bulk Export"	Bulk export selection	Multi-template export
12	Verify bulk export functionality	System generates combined export file or individual files as configured	Export execution	Bulk data extraction
13	Test bulk delete with validation	Attempt to bulk delete including active templates	Bulk delete attempt	Deletion validation
14	Verify deletion prevention for active templates	Active templates not deleted, inactive templates deleted, clear status report provided	Selective deletion	Protective bulk operations
15	Verify audit logging for bulk operations	All bulk operations logged with user, timestamp, and affected templates	Audit trail	Bulk operation tracking

Verification Points

Primary_Verification: Bulk operations work efficiently while respecting business rules per AC19
Secondary_Verifications: Partial operations handled gracefully, Audit trail complete
Negative_Verification: Business rules enforced during bulk operations, No data corruption

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: No

Test Relationships

Blocking_Tests: Individual template operations
Blocked_Tests: Advanced bulk features
Parallel_Tests: Performance optimization tests
Sequential_Tests: Large dataset handling

Additional Information

Notes: Important for efficient template management at scale
Edge_Cases: Very large template sets, Network interruption during bulk operations
Risk_Areas: Performance degradation, Partial operation failures
Security_Considerations: Bulk operation permissions, Mass data changes

Missing Scenarios Identified

Scenario_1: Scheduled bulk operations for template maintenance
Type: Automation Enhancement
Rationale: Automated template lifecycle management
Priority: P4

Test Case 21 - Verify comprehensive template change logging with user identification

Title: Verify comprehensive template change logging with user identification

Test Case Metadata

Test Case ID: BX03US01_TC_021
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, AuditLogging, Compliance], MOD-[BillTemplates], P2-[High], Phase-[Regression], Type-[Functional], Platform-[Web], Report-[Security-Validation/Quality-Dashboard/Module-Coverage/Customer-Segment-Analysis/Engineering], Customer-[All], Risk-[Low], Business-[High], Revenue-Impact-[Low], Integration-[AuditSystem], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Low
Business_Priority: Should-Have
Customer_Journey: Support
Compliance_Required: Yes
SLA_Related: No

Quality Metrics

Risk_Level: Low
Complexity_Level: Medium
Expected_Execution_Time: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 10%
Integration_Points: Audit System, User Management
Code_Module_Mapped: CX-Audit
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Security-Validation, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability

Related_Requirements: AC20 - Log all template changes with user identification and timestamp
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_019, BX03US01_TC_028

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Audit logging system, User management integration
Performance_Baseline: Real-time logging
Data_Requirements: Template with modification capabilities

Prerequisites

Setup_Requirements: Audit logging system enabled
User_Roles_Permissions: Template modification and audit log access
Test_Data: Standard Water Bill for modification testing
Prior_Test_Cases: Template modification functionality verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Make template modification as user "Hetal"	Template change saves successfully	User: Hetal, Change: Field label update	Change execution per AC20
2	Access audit log immediately after change	Log entry appears with complete change details	Audit log access	Real-time logging verification
3	Verify log entry contains user identification	Entry shows: "User: Hetal (user_id: HET001)"	User identification	User tracking per AC20
4	Verify timestamp accuracy	Timestamp matches change time within 1 second	Accurate timestamp	Time precision validation
5	Verify change details logged	Entry includes: "Field 'billTo' label changed from 'Bill To' to 'Customer Name'"	Before/after values	Change detail logging
6	Verify session information	Log includes: IP address, browser type, session ID	Session context	Comprehensive audit trail
7	Change template status from Active to Inactive	Status change operation completes	Status modification	Different change type
8	Verify status change logged separately	New log entry: "Template status changed from 'Active' to 'Inactive' by Hetal"	Status change audit	Status-specific logging
9	Perform bulk field modifications	Make multiple field changes in single save operation	Multiple changes	Bulk modification logging
10	Verify batch change logging	Single log entry captures all changes with change count and details	Batch change audit	Efficient bulk logging
11	Delete template (if permitted)	Template deletion completes successfully	Template deletion	Deletion logging per AC20
12	Verify deletion audit trail	Log entry: "Template 'Standard Water Bill' deleted by Hetal. Reason: Testing"	Deletion audit	Critical operation logging
13	Test failed modification attempt	Attempt invalid configuration change	Failed operation	Error logging validation
14	Verify failed attempt logged	Log shows: "Failed template modification attempt by Hetal. Error: Invalid field mapping"	Failure audit	Error tracking
15	Export audit log for compliance	Generate audit report for specific date range	Audit export	Compliance reporting per AC20

Verification Points

Primary_Verification: All template changes logged comprehensively with user identification per AC20
Secondary_Verifications: Timestamps accurate, Change details complete, Export functionality works
Negative_Verification: No changes go unlogged, No audit data corruption

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: User authentication, Template modification
Blocked_Tests: Advanced audit analytics
Parallel_Tests: Security validation tests
Sequential_Tests: Compliance reporting tests

Additional Information

Notes: Critical for regulatory compliance and security auditing
Edge_Cases: High-volume changes, System failures during logging
Risk_Areas: Audit log corruption, Missing critical changes
Security_Considerations: Audit log tamper protection, Access control

Missing Scenarios Identified

Scenario_1: Audit log retention and archival policies
Type: Compliance Enhancement
Rationale: Long-term audit trail preservation for regulatory requirements
Priority: P3

Test Case 22 - Verify template creation for electricity utility with specialized section

Title: Verify template creation for electricity utility with specialized sections

Test Case Metadata

Test Case ID: BX03US01_TC_022
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, ElectricityTemplate, UtilitySpecific], MOD-[BillTemplates], P1-[Critical], Phase-[Regression], Type-[Functional], Platform-[Web], Report-[Smoke-Test-Results/Quality-Dashboard/Module-Coverage/Product/Engineering], Customer-[All], Risk-[Medium], Business-[Critical], Revenue-Impact-[High], Integration-[Database], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Onboarding
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 18%
Integration_Points: Database, Electricity Utility Engine
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Smoke-Test-Results, Module-Coverage
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC3 - Create templates with utility-specific sections (Electricity focus)
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_005, BX03US01_TC_023

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Electricity utility template system
Performance_Baseline: < 5 seconds creation
Data_Requirements: Electricity utility configuration templates

Prerequisites

Setup_Requirements: Electricity utility templates configured
User_Roles_Permissions: Template creation for electricity utilities
Test_Data: Electricity-specific sections and fields
Prior_Test_Cases: Basic template creation verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Click "Create New Template" and select "Electricity" utility type	Electricity utility type selected, electricity-specific options appear	Utility Type: Electricity	Electricity specialization trigger
2	Enter electricity template name	Name field accepts input: "Premium Electricity Bill 2025"	Template Name: Premium Electricity Bill 2025	Descriptive naming
3	Create template and verify electricity sections	Template created with electricity-specific sections loaded	Electricity template creation	Utility-specific configuration
4	Verify "Demand Charges" section present	Demand Charges section available with electricity-specific fields	Demand Charges section	Electricity utility feature
5	Verify "Power Factor" section enabled	Power Factor section includes reactive power and power factor calculation fields	Power Factor section	Electrical engineering requirements
6	Verify "Load Profile" section available	Load Profile section configured for time-of-use and peak demand tracking	Load Profile section	Advanced electricity billing
7	Verify "Energy Charges" section with rate tiers	Energy Charges includes multiple rate tiers for residential/commercial/industrial	Energy rate structure	Complex electricity pricing
8	Verify "Meter Multiplier" field in meter section	Meter section includes multiplier field for CT/PT transformers	Meter multiplier	Commercial electricity metering
9	Verify "Service Classification" field	Classification options: Residential, Commercial, Industrial, Agricultural	Service classification	Electricity customer types
10	Check preview with electricity sample data	Preview shows electricity-specific data formatting and calculations	Electricity sample data	Specialized preview
11	Verify compliance sections for electricity	Regulatory compliance sections for electricity utility regulations	Compliance sections	Regulatory requirements
12	Save electricity template successfully	Template saves with all electricity-specific configurations	Template persistence	Configuration saving

Verification Points

Primary_Verification: Electricity template created with utility-specific sections per AC3
Secondary_Verifications: All electricity features available, Preview accurate
Negative_Verification: No missing electricity-specific functionality

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: No

Test Relationships

Blocking_Tests: Template creation system
Blocked_Tests: Electricity billing integration
Parallel_Tests: Other utility type creation
Sequential_Tests: Electricity compliance validation

Additional Information

Notes: Critical for electricity utility billing accuracy
Edge_Cases: Complex electricity rate structures, Industrial customer requirements
Risk_Areas: Regulatory compliance gaps, Calculation errors
Security_Considerations: Electricity data sensitivity, Rate protection

Missing Scenarios Identified

Scenario_1: Time-of-use rate configuration for electricity templates
Type: Advanced Feature
Rationale: Modern electricity billing requires complex time-based rates
Priority: P2

Test Case 23 - Verify template creation for gas utility with specialized sections

Title: Verify template creation for gas utility with specialized sections

Test Case Metadata

Test Case ID: BX03US01_TC_023
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, GasTemplate, UtilitySpecific], MOD-[BillTemplates], P1-[Critical], Phase-[Regression], Type-[Functional], Platform-[Web], Report-[Smoke-Test-Results/Quality-Dashboard/Module-Coverage/Product/Engineering], Customer-[All], Risk-[Medium], Business-[Critical], Revenue-Impact-[High], Integration-[Database], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Onboarding
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 18%
Integration_Points: Database, Gas Utility Engine
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Smoke-Test-Results, Module-Coverage
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC3 - Create templates with utility-specific sections (Gas focus)
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_005, BX03US01_TC_022

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Gas utility template system
Performance_Baseline: < 5 seconds creation
Data_Requirements: Gas utility configuration templates

Prerequisites

Setup_Requirements: Gas utility templates configured
User_Roles_Permissions: Template creation for gas utilities
Test_Data: Gas-specific sections and fields matching sample data (Commercial Gas Bill)
Prior_Test_Cases: Basic template creation verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Create template selecting "Gas" utility type	Gas utility type selected with gas-specific configuration options	Utility Type: Gas	Gas specialization per sample data
2	Enter gas template name matching sample pattern	Name field accepts: "Commercial Gas Bill Premium"	Template Name: Commercial Gas Bill Premium	Consistent with sample naming
3	Verify "Volume Corrections" section available	Volume Corrections section includes temperature and pressure correction fields	Volume Corrections section	Gas measurement accuracy
4	Verify "BTU Calculations" section enabled	BTU section configured for heating value and energy content calculations	BTU Calculations section	Gas energy content billing
5	Verify "Transportation Charges" section	Transportation section includes pipeline fees and delivery charges	Transportation Charges section	Gas distribution costs
6	Verify "Gas Composition" fields in meter section	Meter section includes gas quality and composition tracking	Gas composition tracking	Gas quality monitoring
7	Verify "Heating Degree Days" calculation	Weather adjustment section for heating degree days impact	Weather adjustments	Seasonal gas usage
8	Verify "Base Load vs Heating Load" sections	Usage breakdown between base load and heating load consumption	Load classification	Gas usage analysis
9	Check "Interruptible Service" options	Service classification includes firm and interruptible gas service types	Service classification	Commercial gas service types
10	Verify gas regulatory compliance sections	Compliance sections for gas utility safety and environmental regulations	Gas compliance	Regulatory requirements
11	Test preview with gas sample data matching user story	Preview shows gas billing with Commercial Gas Bill format	Gas sample data per user story	Sample data consistency
12	Verify creator tracking matches sample data pattern	Template created by current user following Sarah Johnson pattern	Creator: Current user	User tracking consistency

Verification Points

Primary_Verification: Gas template created with utility-specific sections per AC3
Secondary_Verifications: All gas features available, Sample data consistency
Negative_Verification: No missing gas-specific functionality

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: No

Test Relationships

Blocking_Tests: Template creation system
Blocked_Tests: Gas billing integration
Parallel_Tests: Other utility type creation
Sequential_Tests: Gas compliance validation

Additional Information

Notes: Critical for accurate gas utility billing with complex calculations
Edge_Cases: High-pressure gas systems, Industrial gas customers
Risk_Areas: Volume correction accuracy, BTU calculation precision
Security_Considerations: Gas consumption data protection

Missing Scenarios Identified

Scenario_1: Gas peak shaving and storage billing components
Type: Advanced Feature
Rationale: Large commercial gas customers need sophisticated billing options
Priority: P3

Test Case 24 - Verify mandatory field validation prevents template activation

Title: Verify mandatory field validation prevents template activation

Test Case Metadata

Test Case ID: BX03US01_TC_024
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Negative
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Automated

Enhanced Tags for 17 Reports Support Tags: [Negative, Billing, MandatoryFields, Validation], MOD-[BillTemplates], P1-[Critical], Phase-[Smoke], Type-[Negative], Platform-[Web], Report-[Smoke-Test-Results/Quality-Dashboard/Security-Validation/Module-Coverage/Engineering], Customer-[All], Risk-[High], Business-[Critical], Revenue-Impact-[High], Integration-[ValidationEngine], Negative

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 12%
Integration_Points: Validation Engine, Business Rules
Code_Module_Mapped: CX-Validation
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Smoke-Test-Results, Security-Validation
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC13 - Prevent activating templates with missing mandatory fields
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_009, BX03US01_TC_018

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Field validation system, Business rule engine
Performance_Baseline: Immediate validation response
Data_Requirements: Template with incomplete mandatory field configuration

Prerequisites

Setup_Requirements: Template with missing mandatory fields
User_Roles_Permissions: Template activation permissions
Test_Data: Template missing Account Number, Bill Amount, Due Date fields
Prior_Test_Cases: Template creation completed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Create template with missing Account Number field mapping	Template created but incomplete	Missing: Account Number mapping	Incomplete configuration per AC13
2	Attempt to activate incomplete template	Activation blocked with validation error	Activation attempt	Validation trigger
3	Verify specific error message	Error: "Cannot activate: Missing required field 'Account Number'"	Account Number error	Field-specific validation per AC13
4	Verify template remains inactive	Template toggle stays in gray/inactive state	Status preservation	Activation prevention
5	Add Account Number field but leave Bill Amount unmapped	Partial completion of mandatory fields	Missing: Bill Amount mapping	Progressive validation
6	Attempt activation again	Still blocked with new error: "Missing required field 'Bill Amount'"	Bill Amount error	Continued validation
7	Complete all mandatory field mappings	All required fields: Account Number, Bill Amount, Due Date, Customer Name mapped	Complete mandatory fields	Full compliance
8	Attempt activation with complete fields	Template activates successfully	Successful activation	Validation success per AC13
9	Verify template shows active status	Toggle switch shows blue/enabled state	Active status confirmation	Activation completion
10	Test with missing Due Date in different template	Create new template missing Due Date field	Missing: Due Date	Different mandatory field
11	Verify Due Date validation message	Error: "Cannot activate: Missing required field 'Due Date'"	Due Date error	Consistent validation
12	Test validation with optional field missing	Template with missing optional "Notes" field can activate	Optional field test	Optional vs mandatory distinction
13	Verify validation error list for multiple missing fields	Error shows all missing mandatory fields in single message	Multiple field errors	Comprehensive validation
14	Test mandatory field removal from active template	Removing mapped mandatory field from active template triggers warning	Field removal validation	Active template protection

Verification Points

Primary_Verification: Templates with missing mandatory fields cannot be activated per AC13
Secondary_Verifications: Clear field-specific errors, Optional fields distinguished
Negative_Verification: No incomplete templates become active, No validation bypass

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Field mapping system
Blocked_Tests: Template deployment
Parallel_Tests: Other validation tests
Sequential_Tests: Bill generation integration

Additional Information

Notes: Critical for preventing billing errors from incomplete templates
Edge_Cases: Conditional mandatory fields, Dynamic field requirements
Risk_Areas: Validation bypass, Incomplete bill generation
Security_Considerations: Validation tampering prevention

Missing Scenarios Identified

Scenario_1: Mandatory field validation for different utility types
Type: Utility-Specific Validation
Rationale: Different utilities may have different mandatory field requirements
Priority: P2

Test Case 25 - Verify template filter and sorting functionality

Title: Verify template filter and sorting functionality

Test Case Metadata

Test Case ID: BX03US01_TC_025
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, FilterSort, UserExperience], MOD-[BillTemplates], P2-[High], Phase-[Regression], Type-[Functional], Platform-[Web], Report-[User-Acceptance/Quality-Dashboard/Module-Coverage/Cross-Browser-Results/Product], Customer-[All], Risk-[Low], Business-[High], Revenue-Impact-[Low], Integration-[UI], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Low
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Quality Metrics

Risk_Level: Low
Complexity_Level: Medium
Expected_Execution_Time: 3 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Low

Coverage Tracking

Feature_Coverage: 8%
Integration_Points: UI Framework, Database
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: User-Acceptance, Cross-Browser-Results
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: Template filtering and sorting from user story business rules
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_003, BX03US01_TC_004

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Template listing system, Filter/sort functionality
Performance_Baseline: < 200ms filter response
Data_Requirements: Multiple templates with varying attributes

Prerequisites

Setup_Requirements: Dashboard with multiple templates and filter controls
User_Roles_Permissions: Template viewing and filtering access
Test_Data: Standard Water Bill, Electricity Bill Template, Commercial Gas Bill with different statuses, creators, dates
Prior_Test_Cases: Template listing functionality verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Locate filter dropdown showing "All" selection	Filter dropdown displays with "All" as current selection	Filter control access	Initial filter state
2	Click filter dropdown to view options	Options display: All, Active, Inactive, By Creator, By Date Range	Filter options	Filtering variety
3	Select "Active" filter	Only active templates display: Standard Water Bill, Commercial Gas Bill	Active filter: 2 templates	Status filtering
4	Verify filtered count matches active templates	Template list shows 2 cards matching active status from sample data	Active template count	Filter accuracy
5	Select "Inactive" filter	Only inactive templates display: Electricity Bill Template	Inactive filter: 1 template	Status filtering reverse
6	Select "By Creator" filter option	Creator dropdown appears with available creators	Creator filter access	Creator-based filtering
7	Select "Admin User" from creator filter	Only Standard Water Bill displays (created by Admin User)	Creator: Admin User	Creator filtering
8	Clear creator filter and test date range	Date range picker appears for filtering by creation date	Date range filtering	Temporal filtering
9	Set date range to include only recent templates	Templates within date range display appropriately	Date range selection	Date-based filtering
10	Test sorting functionality by clicking "Name" column	Templates sort alphabetically by name: Commercial Gas Bill, Electricity Bill Template, Standard Water Bill	Name sorting	Alphabetical ordering
11	Click "Created On" column for date sorting	Templates sort by creation date: oldest to newest or newest to oldest	Date sorting	Temporal ordering
12	Click "Usage Count" column for usage sorting	Templates sort by usage: 13, 46, 56 (ascending) or 56, 46, 13 (descending)	Usage sorting	Numerical ordering
13	Test combined filter and sort	Apply "Active" filter with "Usage Count" sorting	Combined operations	Filter + sort functionality
14	Verify sort direction toggle	Click same column header to reverse sort order	Sort direction toggle	Bi-directional sorting

Verification Points

Primary_Verification: Templates can be filtered and sorted effectively using sample data
Secondary_Verifications: Multiple filter types work, Sort directions toggle correctly
Negative_Verification: No data loss during filtering, No sort errors

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: No

Test Relationships

Blocking_Tests: Template listing display
Blocked_Tests: Advanced search features
Parallel_Tests: Search functionality tests
Sequential_Tests: Template selection workflows

Additional Information

Notes: Essential for template management efficiency with large template libraries
Edge_Cases: No templates matching filter criteria, Very long template names
Risk_Areas: Performance with large datasets, Filter state persistence
Security_Considerations: Filter access control, Data visibility restrictions

Missing Scenarios Identified

Scenario_1: Saved filter presets for frequent template management tasks
Type: User Experience Enhancement
Rationale: Power users need quick access to common filter combinations
Priority: P4

Test Case 26 - Verify template deletion of inactive templates with confirmation workflow

Title: Verify template deletion of inactive templates with confirmation workflow

Test Case Metadata

Test Case ID: BX03US01_TC_026
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, TemplateDeletion, Workflow], MOD-[BillTemplates], P2-[High], Phase-[Regression], Type-[Functional], Platform-[Web], Report-[Quality-Dashboard/Module-Coverage/User-Acceptance/Security-Validation/Engineering], Customer-[All], Risk-[Medium], Business-[High], Revenue-Impact-[Medium], Integration-[Database], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 3 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 10%
Integration_Points: Database, Audit System
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Quality-Dashboard, Security-Validation
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC6 - Deletion workflow for inactive templates
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_010, BX03US01_TC_016

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Template management system, Deletion workflow
Performance_Baseline: < 2 seconds deletion process
Data_Requirements: Inactive template available for deletion

Prerequisites

Setup_Requirements: Inactive template available (deactivated Electricity Bill Template)
User_Roles_Permissions: Template deletion permissions
Test_Data: Electricity Bill Template (Inactive, John Smith, 20/2/2025, Usage: 56)
Prior_Test_Cases: Template deactivation completed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Verify "Electricity Bill Template" is inactive	Template shows gray toggle switch in inactive state	Electricity Bill Template (Inactive)	Prerequisite state validation per AC6
2	Click three-dot actions menu on inactive template	Actions dropdown opens with delete option enabled	Inactive template actions	Delete access for inactive templates
3	Verify delete option is available and enabled	Delete option appears in menu and is clickable (not grayed out)	Delete option visibility	Deletion permission for inactive per AC6
4	Click "Delete" option from actions menu	Deletion confirmation dialog appears	Delete action initiation	Confirmation workflow start
5	Verify confirmation dialog content	Dialog shows: "Are you sure you want to delete 'Electricity Bill Template'? This action cannot be undone."	Deletion confirmation message	Safety confirmation per business rules
6	Verify deletion impact information	Dialog displays: "Template has been used 56 times. Historical usage data will be preserved."	Usage impact notification	Data preservation information
7	Verify confirmation dialog buttons	Dialog shows "Cancel" and "Delete Template" buttons	Confirmation options	User choice provision
8	Click "Cancel" button first	Dialog closes, template remains in dashboard unchanged	Cancel action	Cancellation workflow
9	Retry deletion and click "Delete Template"	Deletion process initiates with processing indicator	Deletion confirmation	Template removal execution
10	Verify deletion completion message	Success message: "Template 'Electricity Bill Template' deleted successfully"	Deletion success feedback	Process completion confirmation
11	Verify template removed from dashboard	Electricity Bill Template no longer appears in template list	Template removal verification	Visual confirmation of deletion
12	Verify template count updated	"Total Templates" metric decreases from 3 to 2	Metric update	Count accuracy after deletion
13	Verify "Active Templates" count unchanged	Active templates count remains at 2 (only inactive template deleted)	Active count preservation	Deletion impact validation
14	Check audit log for deletion record	Audit log shows deletion event with user, timestamp, and template details	Deletion audit trail	Compliance logging per AC20

Verification Points

Primary_Verification: Inactive templates can be deleted with proper confirmation workflow per AC6
Secondary_Verifications: Confirmation required, Metrics updated, Audit logged
Negative_Verification: No data corruption, No accidental active template deletion

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: No

Test Relationships

Blocking_Tests: Template deactivation
Blocked_Tests: Template recovery features
Parallel_Tests: Other deletion workflows
Sequential_Tests: Dashboard cleanup validation

Additional Information

Notes: Critical for template lifecycle management and data cleanup
Edge_Cases: High-usage template deletion, Network interruption during deletion
Risk_Areas: Accidental deletion, Data loss, Audit trail gaps
Security_Considerations: Deletion permission validation, Audit integrity

Missing Scenarios Identified

Scenario_1: Template recovery from accidental deletion
Type: Recovery Feature
Rationale: Safety net for critical template management mistakes
Priority: P3

Test Case 27 - Verify template editor section configuration with all available sections

Title: Verify template editor section configuration with all available sections

Test Case Metadata

Test Case ID: BX03US01_TC_027
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags for 17 Reports Support Tags: [Happy-Path, Billing, SectionConfiguration, TemplateEditor], MOD-[BillTemplates], P1-[Critical], Phase-[Smoke], Type-[Functional], Platform-[Web], Report-[Smoke-Test-Results/Quality-Dashboard/Module-Coverage/Product/Engineering], Customer-[All], Risk-[Medium], Business-[Critical], Revenue-Impact-[High], Integration-[Editor], Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 18%
Integration_Points: Template Editor, Section Management, Preview System
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Smoke-Test-Results, Module-Coverage
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC7, AC8 - Section management and configuration
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_006, BX03US01_TC_007

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Template editor, Section management system
Performance_Baseline: < 200ms section operations
Data_Requirements: Template with all available sections

Prerequisites

Setup_Requirements: Template editor open with Standard Water Bill
User_Roles_Permissions: Template editing permissions
Test_Data: Standard Water Bill with all sections available
Prior_Test_Cases: Template editor access verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Open Standard Water Bill in template editor	Editor loads with sections panel showing all available sections	Standard Water Bill template	Editor initialization with full section list
2	Verify all sections are listed in correct order	Sections appear: Header, Customer Information, Billing Details, Usage Summary, Payment Information, Footer	Complete section list	Section availability per business rules
3	Verify section toggle states	All sections show blue toggles (enabled) by default	All sections enabled	Default section configuration
4	Verify section drag handles visible	Each section shows drag handle icon for reordering	Drag handles present	Drag functionality access per AC7
5	Verify "Edit Properties" buttons available	Each section has "Edit Properties" button visible	Property edit access	Section customization access
6	Click "Edit Properties" for Customer Information	Properties panel opens showing Customer Information field configuration	Customer section properties	Field-level configuration per AC9
7	Verify field list in Customer Information	Fields shown: billTo, address, accountNo, billDate, dueDate with toggles and labels	Customer fields from user story	Field availability validation
8	Toggle off "address" field	Field toggle changes to gray, address disappears from preview	Field visibility control	Field-level control per AC8
9	Toggle off entire "Payment Information" section	Section toggle grays out, Payment Information disappears from preview	Section visibility control	Section-level control per AC8
10	Drag "Usage Summary" above "Billing Details"	Section reorders successfully, preview updates with new order	Section reordering	Drag-and-drop per AC7
11	Verify preview updates immediately	Preview shows new layout: Header, Customer Info, Usage Summary, Billing Details, Footer	Real-time preview update	Immediate feedback per AC10
12	Re-enable "Payment Information" section	Section toggle returns to blue, Payment Information reappears in preview	Section restoration	Toggle reversibility
13	Test multiple rapid section changes	Toggle multiple sections on/off quickly without errors	Rapid operations	System responsiveness
14	Save all section configurations	Template saves successfully with all section modifications	Configuration persistence	Section state preservation

Verification Points

Primary_Verification: All sections can be configured, reordered, and toggled per AC7 and AC8
Secondary_Verifications: Preview updates in real-time, Changes persist after save
Negative_Verification: No section corruption, No preview errors

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: No

Test Relationships

Blocking_Tests: Template editor initialization
Blocked_Tests: Advanced section features
Parallel_Tests: Field configuration tests
Sequential_Tests: Template validation tests

Additional Information

Notes: Core functionality for template customization and structure
Edge_Cases: Many sections, Complex section dependencies
Risk_Areas: Section order corruption, Preview desynchronization
Security_Considerations: Section access control, Configuration validation

Missing Scenarios Identified

Scenario_1: Custom section creation and configuration
Type: Advanced Feature
Rationale: Power users may need custom sections beyond standard offerings
Priority: P3

Test Case 28 - Verify template performance with large template configurations and data sets

Title: Verify template performance with large template configurations and data sets

Test Case Metadata

Test Case ID: BX03US01_TC_028
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Performance
Test Level: System
Priority: P2-High
Execution Phase: Performance
Automation Status: Automated

Enhanced Tags for 17 Reports Support Tags: [Performance, Billing, LargeDataSets, Scalability], MOD-[BillTemplates], P2-[High], Phase-[Performance], Type-[Performance], Platform-[Web], Report-[Performance-Metrics/Quality-Dashboard/Engineering/Module-Coverage/Regression-Coverage], Customer-[Enterprise], Risk-[Medium], Business-[High], Revenue-Impact-[Medium], Integration-[Database], Performance

Business Context

Customer_Segment: Enterprise
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 8 minutes
Reproducibility_Score: Medium
Data_Sensitivity: Low
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 12%
Integration_Points: Database, Performance Monitoring, Template Engine
Code_Module_Mapped: CX-Performance
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Performance-Metrics, Engineering
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Performance requirements from user story solution section
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_035, BX03US01_TC_036

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Performance monitoring tools, Large dataset simulation
Performance_Baseline: < 3 seconds dashboard load, < 500ms API responses
Data_Requirements: Simulated large template set and complex configurations

Prerequisites

Setup_Requirements: Performance monitoring enabled, Large dataset available
User_Roles_Permissions: Template access and performance testing permissions
Test_Data: 100+ templates, Complex template configurations, Large usage datasets
Prior_Test_Cases: Basic template functionality verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Load dashboard with 100+ templates	Dashboard loads within 3 seconds despite large template count	100+ template simulation	Scalability validation
2	Measure initial page load time	Record dashboard load time and compare to baseline	Performance metrics	Load time measurement
3	Test template search with large dataset	Search returns results within 200ms for any search term	Search performance test	Search scalability
4	Test template filtering with many templates	Filter operations complete within 300ms	Filter performance	Filtering efficiency
5	Open complex template with many sections/fields	Template editor loads within 2 seconds	Complex template loading	Editor performance
6	Test real-time preview with complex template	Preview updates within 100ms per change	Preview performance	Real-time responsiveness
7	Perform rapid section reordering	Multiple drag operations complete without lag	Rapid operations test	UI responsiveness
8	Test template save with large configuration	Save operation completes within 1 second	Save performance	Data persistence speed
9	Test bulk operations with many templates	Bulk activate/deactivate operations complete within 5 seconds	Bulk operation performance	Mass operation efficiency
10	Monitor memory usage during operations	Memory usage remains within acceptable limits	Memory monitoring	Resource management
11	Test concurrent user simulation	System maintains performance with multiple simultaneous users	Concurrency testing	Multi-user scalability
12	Verify API response times under load	All API calls respond within 500ms under normal load	API performance	Backend responsiveness
13	Test template export with large templates	Export operations complete within 10 seconds	Export performance	Data extraction speed
14	Verify system recovery after high load	System returns to normal performance after load testing	Recovery validation	System stability

Verification Points

Primary_Verification: System maintains acceptable performance with large datasets
Secondary_Verifications: Memory usage controlled, API responses within SLA
Negative_Verification: No performance degradation below baselines, No system crashes

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: High
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Basic template functionality
Blocked_Tests: Stress testing scenarios
Parallel_Tests: Other performance tests
Sequential_Tests: Scalability validation

Additional Information

Notes: Critical for enterprise deployment and user experience
Edge_Cases: Extremely large templates, Peak usage periods
Risk_Areas: Performance degradation, Memory leaks, System overload
Security_Considerations: Performance-based DoS prevention

Missing Scenarios Identified

Scenario_1: Performance optimization recommendations based on usage patterns
Type: Optimization Feature
Rationale: System should suggest performance improvements
Priority: P4

Test Case 29 - Verify template security access control and permission enforcement

Title: Verify template security access control and permission enforcement

Test Case Metadata

Test Case ID: BX03US01_TC_029
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Security
Test Level: System
Priority: P1-Critical
Execution Phase: Security
Automation Status: Automated

Enhanced Tags for 17 Reports Support Tags: [Security, Billing, AccessControl, PermissionValidation], MOD-[BillTemplates], P1-[Critical], Phase-[Security], Type-[Security], Platform-[Web], Report-[Security-Validation/Quality-Dashboard/Module-Coverage/Engineering/Smoke-Test-Results], Customer-[All], Risk-[High], Business-[Critical], Revenue-Impact-[High], Integration-[AuthSystem], Security

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 6 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 15%
Integration_Points: Authentication System, Authorization Engine, Audit System
Code_Module_Mapped: CX-Security
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Security-Validation, Smoke-Test-Results
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: Critical

Requirements Traceability

Related_Requirements: Security considerations from user story and B2B SaaS requirements
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_037, BX03US01_TC_038

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Authentication system, Role-based access control
Performance_Baseline: Immediate security validation
Data_Requirements: Multiple user accounts with different permission levels

Prerequisites

Setup_Requirements: Multiple user accounts configured with different roles
User_Roles_Permissions: Test accounts: Billing Manager (full access), Read-Only User (limited), Admin (full access)
Test_Data: Templates requiring different permission levels for access
Prior_Test_Cases: User authentication system verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Login as Billing Manager user	Template management interface loads with full functionality visible	Billing Manager credentials	Full access verification
2	Verify template creation access	"Create New Template" button visible and functional	Template creation permission	Creation rights validation
3	Verify template editing access	Template editor opens successfully for existing templates	Template editing permission	Modification rights
4	Verify template deletion access	Delete options available for inactive templates	Template deletion permission	Deletion rights validation
5	Logout and login as Read-Only User	Authentication successful, dashboard loads with restricted interface	Read-Only User credentials	Limited access configuration
6	Verify read-only restrictions	"Create New Template" button hidden or disabled	Read-only limitations	Creation restriction enforcement
7	Attempt to edit template	Template opens in view-only mode, no edit controls available	Edit restriction	Modification prevention
8	Attempt direct API call for template creation	API returns 403 Forbidden status with appropriate error message	Unauthorized API access	API security validation
9	Verify template viewing permissions	Can view templates but no modification options appear	View-only access	Read permissions validation
10	Test template status change restriction	Status toggle disabled or hidden for read-only user	Status change restriction	Status management security
11	Login as Admin user	Full administrative access granted including all template functions	Admin credentials	Administrative access
12	Verify admin-specific functions	Admin can access user management, system settings, audit logs	Admin privileges	Administrative function access
13	Test permission inheritance	Admin can perform all Billing Manager functions plus admin-specific tasks	Permission escalation	Role hierarchy validation
14	Verify audit logging of access attempts	All login attempts, permission violations, and access grants logged	Security audit trail	Comprehensive access logging

Verification Points

Primary_Verification: Access control enforced correctly for different user roles
Secondary_Verifications: API security validated, Audit trail complete
Negative_Verification: No unauthorized access, No permission bypass

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: User authentication system
Blocked_Tests: Advanced security features
Parallel_Tests: Other security validation tests
Sequential_Tests: Compliance verification

Additional Information

Notes: Critical for B2B SaaS security compliance and data protection
Edge_Cases: Role changes during session, Concurrent access attempts
Risk_Areas: Permission bypass, Privilege escalation, Data exposure
Security_Considerations: Session management, Token validation, Audit integrity

Missing Scenarios Identified

Scenario_1: Multi-tenant data isolation testing
Type: Data Security
Rationale: B2B SaaS requires strict tenant data separation
Priority: P1

Test Case 30 - Verify template integration with bill generation system end-to-end

Title: Verify template integration with bill generation system end-to-end

Test Case Metadata

Test Case ID: BX03US01_TC_030
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Integration
Test Level: Integration
Priority: P1-Critical
Execution Phase: Integration
Automation Status: Automated

Enhanced Tags for 17 Reports Support Tags: [Integration, Billing, BillGeneration, EndToEnd], MOD-[BillTemplates], P1-[Critical], Phase-[Integration], Type-[Integration], Platform-[Web], Report-[Integration-Testing/Quality-Dashboard/Module-Coverage/Engineering/Product], Customer-[All], Risk-[High], Business-[Critical], Revenue-Impact-[High], Integration-[BillGeneration], Integration

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 7 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 20%
Integration_Points: Bill Generation System, Database, Template Engine
Code_Module_Mapped: CX-Integration
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Integration-Testing, Engineering
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: Critical

Requirements Traceability

Related_Requirements: Integration with billing generation system from user story solution
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_043, BX03US01_TC_034

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Bill generation system, Template engine, Customer database
Performance_Baseline: < 5 seconds bill generation
Data_Requirements: Active template, Customer data, Usage data

Prerequisites

Setup_Requirements: Bill generation system operational, Active template available
User_Roles_Permissions: Bill generation and template access permissions
Test_Data: Standard Water Bill (Active), Customer: John Smith, Usage: 274 Units
Prior_Test_Cases: Template configuration completed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Verify Standard Water Bill template is active	Template shows active status and is available for bill generation	Standard Water Bill (Active)	Template availability validation
2	Access bill generation system	Bill generation interface loads with template selection available	Bill generation access	System integration point
3	Select Standard Water Bill template	Template appears in available templates list for bill generation	Template selection	Template visibility in generation
4	Verify template configuration visible	Template preview shows configured sections and field mappings	Template configuration display	Configuration integration
5	Select customer for bill generation	Choose John Smith customer record for bill generation	Customer: John Smith	Customer data integration
6	Verify template fields populate with customer data	Template fields show: Customer Name: "John Smith", Address: "123 Main Street, Anytown, ST 12345", Account: "1234578"	Customer data mapping	Field mapping integration
7	Add usage data for billing period	Enter usage data: Previous Reading: 27849, Current Reading: 28123, Consumption: 274 Units	Usage data from user story	Usage data integration
8	Verify usage fields populate in template	Template usage section shows: Previous Reading "27849", Current Reading "28123", Total Consumption "274 Units"	Usage data display	Data flow validation
9	Generate bill using template	Bill generation process completes successfully	Bill generation execution	End-to-end process
10	Verify generated bill matches template layout	Generated bill shows exact layout configured in template editor	Bill layout validation	Template application accuracy
11	Verify all mapped fields display correctly	All database-mapped fields show correct customer and usage data	Field mapping accuracy	Data integrity validation
12	Verify bill formatting matches template	Generated bill uses formatting, labels, and styling from template configuration	Formatting consistency	Template rendering accuracy
13	Verify template usage count increments	Standard Water Bill usage count increases by 1 after generation	Usage tracking update	Usage statistics integration
14	Test bill generation with different template	Repeat process with Commercial Gas Bill template	Cross-template validation	Template flexibility verification

Verification Points

Primary_Verification: Template integrates seamlessly with bill generation producing accurate bills
Secondary_Verifications: Data mapping accurate, Usage tracking updated, Formatting preserved
Negative_Verification: No data corruption, No generation failures, No template errors

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: High
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Template configuration, Bill generation system
Blocked_Tests: Customer delivery integration
Parallel_Tests: Other system integration tests
Sequential_Tests: Bill validation workflows

Additional Information

Notes: Critical integration point for entire billing workflow
Edge_Cases: Template changes during generation, Large customer datasets
Risk_Areas: Data mapping failures, Generation errors, Template corruption
Security_Considerations: Customer data protection, Template access control

Missing Scenarios Identified

Scenario_1: Real-time template updates during active bill generation cycles
Type: Dynamic Integration
Rationale: Templates may need updates while billing is in progress
Priority: P2

Test Case 31 - Verify template accessibility compliance and keyboard navigation

Title: Verify template accessibility compliance and keyboard navigation

Test Case Metadata

Test Case ID: BX03US01_TC_031
Created By: Hetal
Created Date: 2025-08-21
Version: 1.0

Classification

Module/Feature: Bill Template Management User Story
Test Type: Accessibility
Test Level: System
Priority: P3-Medium
Execution Phase: Accessibility
Automation Status: Automated

Enhanced Tags for 17 Reports Support Tags: [Accessibility, Billing, WCAG, KeyboardNavigation], MOD-[BillTemplates], P3-[Medium], Phase-[Accessibility], Type-[Accessibility], Platform-[Web], Report-[Quality-Dashboard/Module-Coverage/User-Acceptance/Cross-Browser-Results/Customer-Segment-Analysis], Customer-[All], Risk-[Low], Business-[Medium], Revenue-Impact-[Low], Accessibility

Business Context

Customer_Segment: All
Revenue_Impact: Low
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: No

Quality Metrics

Risk_Level: Low
Complexity_Level: Medium
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Low

Coverage Tracking

Feature_Coverage: 8%
Integration_Points: Accessibility Framework, Keyboard Handler
Code_Module_Mapped: CX-Accessibility
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Quality-Dashboard, User-Acceptance
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: Accessibility compliance for B2B SaaS from user story
Related_Bugs: N/A
Related_Test_Cases: BX03US01_TC_042, BX03US01_TC_039

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Screen reader software, Keyboard navigation system
Performance_Baseline: Standard accessibility response times
Data_Requirements: Template interface for accessibility testing

Prerequisites

Setup_Requirements: Screen reader software available, Accessibility testing tools enabled
User_Roles_Permissions: Template access with accessibility requirements
Test_Data: Standard template interface with all elements
Prior_Test_Cases: Basic template functionality verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to template dashboard using only keyboard	Dashboard accessible via Tab, Enter, and Arrow keys	Keyboard navigation test	WCAG compliance validation
2	Verify all interactive elements have focus indicators	Buttons, links, and controls show clear focus outline when selected	Visual focus indicators	Keyboard user guidance
3	Test template card navigation with keyboard	Tab key moves through template cards in logical order	Template card focus	Sequential navigation
4	Verify template actions accessible via keyboard	Actions menu opens with Enter/Space, items selectable with arrows	Keyboard actions access	Full keyboard functionality
5	Test screen reader compatibility	Screen reader announces template names, status, and actions correctly	Screen reader testing	Assistive technology support
6	Verify alt text for all images and icons	All visual elements have descriptive alternative text	Image accessibility	Non-visual user support
7	Test color contrast compliance	All text meets WCAG AA contrast requirements (4.5:1 minimum)	Contrast validation	Visual accessibility
8	Verify template editor keyboard navigation	Template editor fully navigable without mouse	Editor accessibility	Comprehensive keyboard support
9	Test section configuration with keyboard	Section toggles, drag operations alternative keyboard methods available	Section keyboard access	Alternative interaction methods
10	Verify form field accessibility	All form fields have proper labels and error messaging	Form accessibility	Input accessibility
11	Test zoom accessibility up to 200%	Interface remains functional and readable at 200% browser zoom	Zoom compatibility	Visual impairment support
12	Verify skip navigation links	Skip links allow bypassing repetitive navigation elements	Skip navigation	Efficient navigation
13	Test error message accessibility	Error messages announced by screen readers and clearly visible	Error accessibility	Error communication
14	Verify ARIA labels and roles	All complex UI elements have appropriate ARIA attributes	ARIA compliance	Semantic accessibility

Verification Points

Primary_Verification: Template interface meets WCAG 2.1 AA accessibility standards
Secondary_Verifications: Keyboard navigation complete, Screen reader compatible
Negative_Verification: No accessibility barriers, No navigation dead ends

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Monthly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: UI framework implementation
Blocked_Tests: Advanced accessibility features
Parallel_Tests: Cross-browser accessibility tests
Sequential_Tests: Compliance certification

Additional Information

Notes: Required for legal compliance and inclusive user experience
Edge_Cases: Complex interactions, Dynamic content updates
Risk_Areas: Navigation barriers, Screen reader incompatibility
Security_Considerations: Accessible security features, Privacy in assistive tech

Missing Scenarios Identified

Scenario_1: Accessibility testing with multiple assistive technologies
Type: Comprehensive Accessibility
Rationale: Different assistive technologies may have varying compatibility
Priority: P4

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Core System Settings Test Cases - ONB02US02

Utility management Test Cases - ONB05US03

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Profile Details Test Cases - CSS01US11

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Service & Support Management Test Cases - CSS01US08

Bill Management Test Case - CSS01US02

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Dispatcher Management System Test Case - WX05US05

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Communication Hub Dashboard Test Cases - UX01US01

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Communication Workflows Test Cases - UX03US04

Message History Management System Test Cases - UX05US05

Individual & Bulk messaging Test Cases - UX02US02

Message Template Management System Test Case - UX06US06

Bill Template Management Test Cases - BX03US01

Test Case 1 - Verify dashboard displays accurate template counts and metrics with sample data from user story

Test Case 2 - Verify template cards display accurate information and status per user story sample data

Test Case 3 - Verify template search by name functionality using exact sample data

Test Case 4 - Verify template search by creator using exact sample data creators

Test Case 5 - Verify template creation with water utility pre-configured sections

Test Case 6 - Verify drag-and-drop section reordering with real-time preview update

Test Case 7 - Verify section visibility toggle with Customer Information section using sample data

Test Case 8 - Verify field-level customization in Customer Information section with database mapping

Test Case 9 - Verify template status toggle between active and inactive using sample data

Test Case 10 - Verify prevention of active template deletion with Standard Water Bill

Test Case 11 - Verify template export functionality with Standard Water Bill

Test Case 12 - Verify template version control and history restoration functionality

Test Case 13- Verify multi-format preview (print, PDF, digital) functionality

Title: Verify multi-format preview (print, PDF, digital) functionality

Test Case14- Verify template performance analytics correlation with customer satisfaction

Title: Verify template performance analytics correlation with customer satisfaction

Test Case 15 - Verify template cloning efficiency for creating similar water utility templates

Test Case: BX03US01_TC_015

Test Case 16 - Verify minimum active template requirement per utility type enforcement

Test Case 17 - Verify usage metrics tracking and display accuracy

Test Case 18 - Verify field label and formatting customization options

Test Case 19 - Verify conditional display rules for template sections and fields

Test Case 20 - Verify bulk template operations for managing multiple templates

Test Case 21 - Verify comprehensive template change logging with user identification

Test Case 22 - Verify template creation for electricity utility with specialized section

Test Case 23 - Verify template creation for gas utility with specialized sections

Test Case 24 - Verify mandatory field validation prevents template activation

Test Case 25 - Verify template filter and sorting functionality

Test Case 26 - Verify template deletion of inactive templates with confirmation workflow

Test Case 27 - Verify template editor section configuration with all available sections

Test Case 28 - Verify template performance with large template configurations and data sets

Test Case 29 - Verify template security access control and permission enforcement

Test Case 30 - Verify template integration with bill generation system end-to-end

Test Case 31 - Verify template accessibility compliance and keyboard navigation