Communication Workflows Test Cases - UX03US04

Test Case 1: Navigate to Workflow Creation Interface

Test Case Metadata

Test Case ID: UX03US04_TC_001
Title: Verify navigation to Communication Workflows page and New Workflow button functionality with complete UI validation
Created By: Hetal
Created Date: 2025-08-18
Version: 1.0

Classification

Module/Feature: Communication Workflows
Test Type: Functional/UI
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Communication Services, UI, Database, MOD-Communication, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Report-Product, Report-QA, Report-Quality-Dashboard, Report-Smoke-Test-Results, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-Navigation, Context-Dashboard, Happy-Path]

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 15%
Integration_Points: UI Navigation, Authentication Service
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: AC1 - User interface for creating new communication workflows
Related_Bugs: N/A
Related_Test_Cases: UX03US04_TC_002, UX03US04_TC_003

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Authentication service, Navigation service, Database connectivity
Performance_Baseline: Page load < 3 seconds
Data_Requirements: Valid user authentication, workflow database access

Prerequisites

Setup_Requirements: Valid user account with Communication Workflow management permissions
User_Roles_Permissions: Utility Admin access level with full workflow permissions
Test_Data: USR001 (admin@utilityconnect.com / ValidPass123!), Clean workflow database state
Prior_Test_Cases: User authentication functionality must pass

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to login page and enter valid credentials	User successfully authenticated, dashboard page loads within 3 seconds showing "SMART360" header and user profile "Samoa Water Authority"	USR001: admin@utilityconnect.com / ValidPass123!	Verify authentication service integration - AC1
2	Locate and click "Communication Hub" option in left sidebar navigation menu	Communication Hub page loads successfully showing breadcrumb "Home > Communication Hub", page title displays within 2 seconds	Left sidebar menu item "Communication Hub"	Check navigation service response time
3	Verify Communication Hub page layout and click "Workflows" menu option	Workflows page displays with title "Communication Workflows", subtitle "Create and automate communication sequences for your audiences."	Navigation: Communication Hub > Workflows	Validate page structure matches wireframe
4	Verify workflow tabs and "New Workflow" button visibility	Four tabs visible: "All Workflows", "Active", "Drafts", "History". Blue "New Workflow" button visible in top right corner with plus icon	Tab navigation bar, CTA button positioning	UI component validation per design spec
5	Click "New Workflow" button	Workflow Builder page opens displaying "Workflow Builder" title, subtitle "Create and configure a new automated workflow", 3-step progress indicator showing Step 1 active	"New Workflow" button click action	Verify wizard initialization - AC1
6	Verify workflow creation wizard structure	Step 1 "Workflow Details" active with blue indicator, Steps 2-3 "Trigger Configuration" and "Actions Setup" visible but inactive, form fields displayed	3-step wizard navigation	Confirm wizard progression logic

Verification Points

Primary_Verification: New Workflow button successfully navigates to Workflow Builder with correct 3-step wizard structure
Secondary_Verifications: Page loads within 3 seconds, all UI elements match design specifications, breadcrumb navigation accurate
Negative_Verification: No error messages displayed, no broken layout elements, no accessibility issues

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 authentication test cases
Blocked_Tests: All subsequent workflow creation test cases
Parallel_Tests: Navigation tests for other modules
Sequential_Tests: UX03US04_TC_002 must follow

Additional Information

Notes: Critical path for workflow creation feature, impacts all workflow functionality
Edge_Cases: Session timeout during navigation, network connectivity issues
Risk_Areas: Navigation service dependency, authentication integration
Security_Considerations: Role-based access validation, session management

Missing Scenarios Identified

Scenario_1: Navigation with expired user session
Type: Edge Case
Rationale: User sessions may timeout during workflow creation process
Priority: P2

Scenario_2: Direct URL access to workflow builder without proper navigation
Type: Security
Rationale: Users might bookmark or directly access workflow URLs
Priority: P2

Test Case 2: Workflow Creation Form Validation

Test Case Metadata

Test Case ID: UX03US04_TC_002
Title: Verify workflow creation form fields validation rules and error handling with comprehensive boundary testing
Created By: Hetal
Created Date: 2025-08-18
Version: 1.0

Classification

Module/Feature: Communication Workflows
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Negative, Communication Services, API, Database, Validation, MOD-Communication, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-QA, Report-Quality-Dashboard, Report-Regression-Coverage, Report-API-Test-Results, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Database, Context-Validation, 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: High
Complexity_Level: Medium
Expected_Execution_Time: 8 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 25%
Integration_Points: Database validation, API endpoints, Form validation service
Code_Module_Mapped: CX-Web, Validation-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Regression-Coverage, API-Test-Results, Quality-Dashboard
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC1 - Workflow name minimum 3 characters, Description minimum 5 characters, Required field validation
Related_Bugs: N/A
Related_Test_Cases: UX03US04_TC_001 (prerequisite), UX03US04_TC_003 (dependent)

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Database validation service, Form validation API, Character counting service
Performance_Baseline: Form validation response < 500ms
Data_Requirements: Clean workflow database, validation rule configuration

Prerequisites

Setup_Requirements: Workflow Builder page loaded successfully, Step 1 "Workflow Details" active
User_Roles_Permissions: Utility Admin with workflow creation permissions
Test_Data: WF001 test data preparation, validation test strings with various character lengths
Prior_Test_Cases: UX03US04_TC_001 must pass successfully

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 1 "Workflow Details" form	Form displays with "Workflow Name", "Description", "Audience Type", "Target List" fields. Red asterisks visible for required fields	Form validation UI	Verify required field indicators - AC1
2	Verify workflow name field with minimum valid input	Field accepts input, character counter shows "3/255", no error message displayed, field border remains default color	"New" (3 characters exactly)	Test minimum boundary condition
3	Test workflow name below minimum threshold	Red error message "Workflow name must be at least 3 characters" appears below field, field border turns red, Next button remains disabled	"AB" (2 characters)	Below minimum validation - AC1
4	Enter valid workflow name within limits	Error message disappears, field border returns to default, character counter updates correctly	"Customer Onboarding Workflow" (29 characters)	Valid input acceptance
5	Test workflow name maximum boundary	Field accepts input up to limit, character counter shows limit reached, no error message	255 character string "Customer Onboarding Workflow for New Utility Service Connections..."	Maximum boundary test
6	Verify description field minimum validation	Field accepts input, character counter shows "5/1000", no error message	"Test" (5 characters exactly)	Description minimum boundary - AC1
7	Test description below minimum threshold	Red error message "Description must be at least 5 characters" appears, field border turns red	"Test" (4 characters)	Below minimum validation
8	Enter comprehensive workflow description	Field accepts full description, character counter updates, no validation errors	"Automated workflow for welcoming new customers to UtilityConnect platform with multi-channel communication sequence" (128 characters)	Valid description input
9	Verify audience type dropdown functionality	Dropdown opens showing "Consumer", "Business Users", "Technician" options with user icons, selection updates field value	Dropdown interaction	Audience type options - AC1
10	Select "Consumer" audience type	Selection registered, dropdown closes, field shows "Consumer" with user icon, target list field becomes available	"Consumer" selection	Audience type selection
11	Verify target list optional field behavior	Field shows placeholder "Select target list (optional)", dropdown available but not required for progression	Optional field interaction	Optional field validation
12	Attempt form progression with empty required fields	Validation errors displayed for empty name and description, Next button disabled, error summary shown	Clear all required fields	Required field enforcement - AC1
13	Complete form with all valid data and click Next	Form validation passes, Step 1 marked complete with checkmark, navigation to Step 2 "Trigger Configuration" successful	WF001: "New Customer Welcome", "Automated onboarding sequence", "Consumer"	Form completion validation

Verification Points

Primary_Verification: Form validation correctly enforces minimum character requirements and required field rules per AC1
Secondary_Verifications: Character counters accurate, error messages clear and helpful, UI feedback immediate
Negative_Verification: Invalid data rejected, form cannot progress with validation errors, no data corruption

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: UX03US04_TC_001
Blocked_Tests: UX03US04_TC_003, UX03US04_TC_006
Parallel_Tests: Other form validation test cases
Sequential_Tests: Must precede trigger configuration tests

Additional Information

Notes: Critical validation for data integrity, prevents invalid workflow creation
Edge_Cases: Special characters in names, Unicode characters, very long descriptions
Risk_Areas: Database constraint validation, API timeout during validation
Security_Considerations: Input sanitization, SQL injection prevention, XSS protection

Missing Scenarios Identified

Scenario_1: Duplicate workflow name validation
Type: Business Rule
Rationale: System should prevent duplicate workflow names for clarity
Priority: P2

Scenario_2: Special character handling in workflow names
Type: Edge Case
Rationale: Unicode, symbols, and special characters need proper validation
Priority: P3

Test Case 3: Time-Based Trigger Configuration

Test Case Metadata

Test Case ID: UX03US04_TC_003
Title: Configure time-based triggers with specific date/time validation and recurring event options with comprehensive calendar testing
Created By: Hetal
Created Date: 2025-08-18
Version: 1.0

Classification

Module/Feature: Communication Workflows
Test Type: Functional
Test Level: Integration
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Communication Services, API, Database, Integration, MOD-Communication, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Product, Report-Integration-Testing, Report-Quality-Dashboard, Report-Regression-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Calendar, Context-Triggers, Happy-Path]

Business Context

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

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 12 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 35%
Integration_Points: Calendar service, Scheduling engine, Database triggers
Code_Module_Mapped: CX-Web, Trigger-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: AC2, AC3 - Time-based triggers with specific date/time or recurring schedules
Related_Bugs: N/A
Related_Test_Cases: UX03US04_TC_002 (prerequisite), UX03US04_TC_004, UX03US04_TC_005

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Calendar widget service, Trigger scheduling service, Time zone service, Database scheduler
Performance_Baseline: Trigger configuration save < 500ms
Data_Requirements: WF001 workflow from previous step, valid date/time ranges

Prerequisites

Setup_Requirements: Workflow Details step completed successfully, Step 2 "Trigger Configuration" loaded
User_Roles_Permissions: Utility Admin with scheduling permissions
Test_Data: WF001 completed workflow details, future date ranges for testing: 2025-09-01 to 2025-12-31
Prior_Test_Cases: UX03US04_TC_002 must pass with valid workflow details

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Verify Step 2 "Trigger Configuration" page layout	Page displays "Configure when this workflow should be triggered" instruction, "Trigger Type*" dropdown visible, progress indicator shows Step 2 active	Step 2 navigation from Step 1	Layout validation per wireframe - AC2
2	Click "Trigger Type" dropdown and verify options	Dropdown opens showing three options: "Time-Based", "Event-Based", "Recurring Event" with descriptive text and icons	Trigger Type dropdown interaction	Verify trigger options available - AC2
3	Select "Time-Based" trigger option	Form section expands showing "Date" and "Time" fields, date picker calendar icon visible, time selector available	"Time-Based" selection	Time-based configuration UI - AC2
4	Click date picker field and verify calendar widget	Calendar widget opens showing current month, navigation arrows for month/year, dates properly formatted, past dates disabled or styled differently	Date picker interaction	Calendar functionality validation
5	Select valid future date from calendar	Date selected and displayed in format "dd-mm-yyyy", calendar closes, field shows selected date with calendar icon	"01-09-2025" (September 1, 2025)	Future date selection - AC2
6	Attempt to select past date from calendar	Past date either disabled/unclickable or selection shows validation error "Cannot schedule workflow for past dates"	"01-08-2025" (August 1, 2025)	Past date validation
7	Click time picker field and verify time selector	Time selector opens with hour/minute dropdowns or time input, 24-hour format available, AM/PM selector if 12-hour format	Time picker interaction	Time selection functionality - AC2
8	Select specific time for workflow execution	Time selected and displayed in format "HH:MM", time selector closes, field shows selected time with clock icon	"14:30" (2:30 PM)	Time configuration - AC2
9	Verify audience type selection requirement	"Audience Type*" dropdown visible with required indicator, shows same options as Step 1: "Consumer", "Business Users", "Technician"	Audience type requirement	Audience targeting - AC2
10	Select "Consumer" audience type	Selection registered, audience type field updated, target list field appears as optional	"Consumer" audience selection	Audience type configuration
11	Verify optional target list functionality	Target list dropdown shows available customer lists or "All Consumers" option, selection is optional for progression	Optional target list selection	Target list filtering
12	Click "Next" button with complete time-based configuration	Form validation passes, Step 2 marked complete with checkmark, navigation to Step 3 "Actions Setup" successful, trigger summary displayed	Complete time-based trigger: 01-09-2025 14:30, Consumer audience	Time-based trigger completion - AC2
13	Verify trigger configuration summary display	Summary shows "Time-Based trigger scheduled for September 1, 2025 at 2:30 PM targeting Consumer audience" with edit option	Trigger summary validation	Configuration confirmation

Verification Points

Primary_Verification: Time-based trigger successfully configured with date, time, and audience selection per AC2
Secondary_Verifications: Calendar widget functional, time validation accurate, audience targeting correct
Negative_Verification: Past dates rejected, invalid times prevented, required fields enforced

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: UX03US04_TC_002
Blocked_Tests: UX03US04_TC_006 (Actions Setup)
Parallel_Tests: UX03US04_TC_004 (Event-Based), UX03US04_TC_005 (Recurring)
Sequential_Tests: Actions Setup tests depend on trigger configuration

Additional Information

Notes: Critical for scheduled workflow execution, timezone handling important for utility operations
Edge_Cases: Daylight saving time transitions, leap year dates, timezone changes
Risk_Areas: Calendar service dependency, timezone calculation accuracy, scheduling service reliability
Security_Considerations: Date/time input validation, timezone manipulation prevention

Missing Scenarios Identified

Scenario_1: Timezone selection and conversion testing
Type: Integration
Rationale: Utility companies operate across different timezones
Priority: P2

Scenario_2: Calendar widget accessibility with keyboard navigation
Type: Accessibility
Rationale: Users need keyboard-only navigation support
Priority: P3

Test Case 4: Event-Based Trigger Configuration

Test Case Metadata

Test Case ID: UX03US04_TC_004
Title: Configure event-based triggers linked to system events with comprehensive event type validation and integration testing
Created By: Hetal
Created Date: 2025-08-18
Version: 1.0

Classification

Module/Feature: Communication Workflows
Test Type: Functional
Test Level: Integration
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Communication Services, API, Database, Integration, Event-Driven, MOD-Communication, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Integration-Testing, Report-API-Test-Results, Report-Quality-Dashboard, Report-Regression-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Events, Context-System-Events, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Onboarding
Compliance_Required: No
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 10 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 45%
Integration_Points: Event system, Database triggers, Service connection events
Code_Module_Mapped: CX-Web, Event-Handler-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Integration-Testing, API-Test-Results, Quality-Dashboard
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC4 - Event-based triggers linked to system events like NSC-Created
Related_Bugs: N/A
Related_Test_Cases: UX03US04_TC_002 (prerequisite), UX03US04_TC_003 (parallel), UX03US04_TC_006 (dependent)

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Event management system, Service connection database, Event listener service, Customer management system
Performance_Baseline: Event registration < 500ms
Data_Requirements: WF002 workflow setup, available system events for testing

Prerequisites

Setup_Requirements: Workflow Details step completed, Step 2 "Trigger Configuration" accessed, Event system operational
User_Roles_Permissions: Utility Admin with event-based trigger permissions
Test_Data: WF002: "New Service Connection Welcome", Event types: NSC-Created, Customer-Registered, Payment-Received
Prior_Test_Cases: UX03US04_TC_002 must pass with valid workflow details

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 2 and select "Event-Based" trigger type	Event-based configuration section expands showing "Event Type*" dropdown, instruction text "Select system event that will trigger this workflow"	"Event-Based" trigger selection	Event-based UI display - AC4
2	Click "Event Type" dropdown to view available events	Dropdown opens displaying system events: "NSC-Created (New Service Connection)", "Customer-Registered", "Payment-Received", "Meter-Reading-Complete", "Service-Disconnection" with descriptions	Event Type dropdown interaction	Available system events - AC4
3	Select "NSC-Created" event type	Event selected and dropdown closes, field shows "NSC-Created" with description "Triggers when new service connection is established", additional configuration options may appear	"NSC-Created" event selection	NSC-Created event configuration - AC4
4	Verify event-specific configuration options	Event details section shows "This workflow will trigger automatically when a new service connection is created in the system", preview of trigger conditions	NSC-Created event details	Event-specific settings validation
5	Verify audience type requirement for event triggers	"Audience Type*" dropdown visible with required indicator, contains same options: "Consumer", "Business Users", "Technician"	Audience type for events	Audience targeting for events - AC4
6	Select "Consumer" audience type for NSC trigger	Audience type selected, field updated to "Consumer", target audience logic explanation shown "New consumers will receive this workflow upon service connection"	"Consumer" audience for NSC	Event-audience alignment
7	Verify target list compatibility with event triggers	Target list field visible but with note "Target list will be ignored for event-based triggers as recipients are determined by the triggering event"	Target list behavior note	Event-based recipient logic
8	Test event trigger validation by clicking "Next"	Form validation passes, Step 2 marked complete, navigation to Step 3 successful, trigger configured as "Event-Based: NSC-Created for Consumer audience"	Complete event trigger configuration	Event trigger completion - AC4
9	Return to trigger configuration and test different event type	Navigate back to Step 2, select "Payment-Received" event, verify different configuration options appear	"Payment-Received" event selection	Multiple event type testing
10	Verify "Payment-Received" event configuration differences	Event shows "Triggers when customer payment is processed", audience type may have different relevance, billing-specific options visible	Payment event configuration	Event-specific differences
11	Test event validation with incomplete configuration	Clear audience type selection, attempt to proceed, validation error "Audience type is required for event-based triggers" displayed	Incomplete event configuration	Event trigger validation
12	Complete valid event trigger configuration	Select valid event and audience, proceed to Actions step successfully, event trigger summary displayed correctly	WF002: NSC-Created, Consumer audience	Event trigger final validation - AC4

Verification Points

Primary_Verification: Event-based trigger successfully configured with system event selection and audience targeting per AC4
Secondary_Verifications: Event types accurately listed, event descriptions clear, audience compatibility verified
Negative_Verification: Invalid event combinations rejected, required fields enforced, event system integration validated

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: UX03US04_TC_002
Blocked_Tests: UX03US04_TC_006 (Actions Setup)
Parallel_Tests: UX03US04_TC_003 (Time-Based), UX03US04_TC_005 (Recurring)
Sequential_Tests: Actions Setup tests require completed trigger configuration

Additional Information

Notes: Critical for automated customer onboarding, event system integration essential
Edge_Cases: Event system downtime, duplicate events, event timing conflicts
Risk_Areas: Event system reliability, cross-service communication, event ordering
Security_Considerations: Event data validation, unauthorized event triggering prevention

Missing Scenarios Identified

Scenario_1: Event trigger failure handling and retry mechanisms
Type: Error Handling
Rationale: Event system failures should not lose workflow triggers
Priority: P2

Scenario_2: Multiple event triggers for single workflow
Type: Enhancement
Rationale: Complex workflows may need multiple triggering events
Priority: P3

Test Case 5: Email Communication Action Configuration

Test Case Metadata

Test Case ID: UX03US04_TC_005
Title: Add and configure email communication action with comprehensive content creation, template selection, and message formatting validation
Created By: Hetal
Created Date: 2025-08-18
Version: 1.0

Classification

Module/Feature: Communication Workflows
Test Type: Functional
Test Level: Integration
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Communication Services, API, Database, Email-Integration, MOD-Communication, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Integration-Testing, Report-Quality-Dashboard, Report-Regression-Coverage, Report-Customer-Segment-Analysis, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Email-Service, Context-Email-Actions, Happy-Path]

Business Context

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

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 15 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 55%
Integration_Points: Email service API, Template storage, Message rendering engine
Code_Module_Mapped: CX-Web, Email-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Integration-Testing, Customer-Segment-Analysis, Quality-Dashboard
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC5, AC6, AC8 - Multiple communication channels, message configuration, template usage
Related_Bugs: N/A
Related_Test_Cases: UX03US04_TC_003, UX03US04_TC_004 (prerequisites), UX03US04_TC_007 (parallel)

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Email service integration, Template storage system, Rich text editor, Message preview service
Performance_Baseline: Action creation < 500ms, Template loading < 300ms
Data_Requirements: WF001 with completed trigger configuration, TPL001-TPL005 template library

Prerequisites

Setup_Requirements: Workflow trigger configured successfully, Step 3 "Actions Setup" loaded, Email service operational
User_Roles_Permissions: Utility Admin with email action creation permissions
Test_Data: WF001 completed workflow, TPL001 "welcome_template", TPL002 "payment_reminder_template", Email test content samples
Prior_Test_Cases: UX03US04_TC_003 or UX03US04_TC_004 must pass with valid trigger configuration

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Verify Step 3 "Actions Setup" page layout and instructions	Page displays "Add communication actions that will be executed when this workflow is triggered" with description "Define the communication actions...". "Add Communication Action" button visible with plus icon	Step 3 navigation validation	Actions page layout - AC5
2	Click "Add Communication Action" button	Modal/dropdown opens displaying communication channel options: "Email", "SMS", "In-app", "WhatsApp" with icons and descriptions	"Add Communication Action" button click	Channel selection modal - AC5
3	Select "Email" communication channel	Email configuration form opens showing two tabs: "Existing Template" (active) and "Create New Message", template selection interface visible	"Email" channel selection	Email action configuration - AC5
4	Verify "Existing Template" tab shows available templates	Tab displays template library with template cards showing: TPL001 "welcome_template", TPL002 "payment_reminder_template", TPL003 "service_update_template" with preview thumbnails	Template library display	Template selection interface - AC8
5	Click on "welcome_template" to view preview	Template preview modal opens showing subject "Welcome to UtilityConnect!", body content with placeholders [Customer.FirstName], [Company.Name], formatting preserved	TPL001 "welcome_template" preview	Template preview functionality - AC8
6	Verify template placeholder variables	Preview shows variable placeholders highlighted: "[Customer.FirstName]", "[Customer.Email]", "[Company.Name]", "[Service.Type]" with explanation of dynamic substitution	Template variable validation	Variable support verification - AC8
7	Click "Use Template" button	Template applied to email action, template name "welcome_template" displayed, subject and content auto-populated from template	TPL001 template application	Template usage - AC8
8	Switch to "Create New Message" tab	Tab switches to message creation interface with fields: "Subject", "Message Content", rich text editor toolbar visible	"Create New Message" tab	Custom message creation - AC5
9	Enter email subject in subject field	Subject field accepts text input, character counter visible, field validation active	"Welcome to UtilityConnect - Your Service Connection is Active!"	Subject line creation
10	Enter email content using rich text editor	Rich text editor accepts HTML formatting: bold, italic, links, bullet points, formatting toolbar functional	"Dear [Customer.FirstName],\n\nThank you for choosing UtilityConnect for your utility needs. Your service connection has been successfully established..."	Email body creation with formatting
11	Verify message content character counting and validation	Character counter updates in real-time, no character limit for email content, required field validation active	Email content with 350 characters	Email content validation
12	Test email content preview functionality	Preview button shows formatted email with placeholders, preview modal displays email as it would appear to recipient	Email preview generation	Message preview - AC9
13	Add timing configuration for email action	Timing section shows "Send immediately" selected by default, option for "After previous action" with delay configuration available	Immediate send timing	Action timing configuration
14	Click "Add Action" to save email configuration	Email action added to workflow with summary card showing: "Email - Welcome message" with subject preview, edit/delete options available	Complete email action configuration	Email action creation - AC5
15	Verify email action appears in workflow actions list	Actions list shows "Action 1: Email" with timing "Send immediately", content preview, and status "Configured"	Email action in workflow	Action list validation

Verification Points

Primary_Verification: Email communication action successfully configured with either template or custom content per AC5, AC8
Secondary_Verifications: Rich text editor functional, template preview accurate, variable placeholders working
Negative_Verification: Required fields enforced, invalid formatting rejected, template errors handled

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: UX03US04_TC_003 or UX03US04_TC_004
Blocked_Tests: UX03US04_TC_009 (Workflow Preview)
Parallel_Tests: UX03US04_TC_006 (SMS), UX03US04_TC_007 (WhatsApp)
Sequential_Tests: Multi-action workflow tests depend on this

Additional Information

Notes: Email is primary communication channel for utility notifications, template system critical for consistency
Edge_Cases: Large email content, special characters in templates, email service downtime
Risk_Areas: Email service integration, template rendering, HTML content validation
Security_Considerations: Email content sanitization, template injection prevention, recipient validation

Missing Scenarios Identified

Scenario_1: Email template variable validation with missing customer data
Type: Error Handling
Rationale: Templates may reference unavailable customer data
Priority: P2

Scenario_2: Email content accessibility compliance testing
Type: Accessibility
Rationale: Email content must be accessible to all users
Priority: P3

Test Case 6: SMS Communication Action with Character Limits

Test Case Metadata

Test Case ID: UX03US04_TC_006
Title: Configure SMS communication action with comprehensive character limit enforcement, boundary testing, and mobile number validation
Created By: Hetal
Created Date: 2025-08-18
Version: 1.0

Classification

Module/Feature: Communication Workflows
Test Type: Functional
Test Level: Integration
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Negative, Communication Services, API, Database, SMS-Integration, Boundary-Testing, MOD-Communication, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Integration-Testing, Report-Quality-Dashboard, Report-Regression-Coverage, Report-Performance-Metrics, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-SMS-Service, Context-SMS-Actions, Happy-Path]

Business Context

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

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 12 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 65%
Integration_Points: SMS gateway API, Character validation service, Mobile number validation
Code_Module_Mapped: CX-Web, SMS-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Integration-Testing, Performance-Metrics, Quality-Dashboard
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC6 - Character limits for SMS (160 characters), AC7 - Multiple communication actions in sequence
Related_Bugs: N/A
Related_Test_Cases: UX03US04_TC_005 (parallel), UX03US04_TC_008 (multi-channel workflow)

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: SMS gateway service, Character counting service, Mobile number validation API
Performance_Baseline: SMS action creation < 500ms, Character validation < 100ms
Data_Requirements: WF002 workflow with email action already configured, SMS test content samples

Prerequisites

Setup_Requirements: Email action already configured in workflow, SMS service operational, Character limit validation active
User_Roles_Permissions: Utility Admin with SMS action creation permissions
Test_Data: WF002 with existing email action, SMS content: "UtilityConnect: Your service connection is complete. Account details sent via email. Reply HELP for assistance.", Character test strings
Prior_Test_Cases: UX03US04_TC_005 must pass with email action configured

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Click "Add Communication Action" for second action	Communication channel selection modal opens, all four options still available: Email, SMS, In-app, WhatsApp	Second action addition	Multiple action support - AC7
2	Select "SMS" communication channel	SMS configuration form opens with "Message Content*" field, character counter showing "0/160", no template tab (SMS uses direct content only)	"SMS" channel selection	SMS action interface - AC6
3	Verify SMS character counter functionality	Character counter displays "0/160" initially, updates in real-time as user types, visual indicator shows remaining characters	Character counter validation	Real-time character counting - AC6
4	Enter SMS content within character limit	Content accepted, character counter shows "135/160", no warning messages, field border remains default color	"UtilityConnect: Your service connection is complete. Account details sent via email. Reply HELP for assistance." (135 chars)	Within limit content - AC6
5	Test exact character limit boundary	Content accepted at exactly 160 characters, counter shows "160/160", warning color (yellow) may appear indicating limit reached	160-character SMS message: "UtilityConnect: Your service connection is now active. Welcome! Your account ID is [Customer.AccountID]. For support call 1-800-UTILITY or visit our web portal."	Exact boundary test - AC6
6	Attempt to exceed character limit	System prevents additional character input OR shows error message "SMS content cannot exceed 160 characters", field border turns red, submit button disabled	Attempt to add characters beyond 160: "Additional text that would exceed the limit"	Over limit prevention - AC6
7	Verify character limit warning system	Warning message appears when approaching limit (e.g., at 150 characters): "Approaching SMS character limit", color coding changes (green→yellow→red)	150+ character SMS content	Limit warning system
8	Test SMS content with variable placeholders	SMS accepts placeholder variables: [Customer.FirstName], [Customer.AccountID], [Company.Name], character count includes placeholder names	"Hi [Customer.FirstName], your UtilityConnect service is active. Account: [Customer.AccountID]. Contact us for help." (115 chars with placeholders)	Variable placeholder support
9	Configure timing as "After previous action"	Timing section shows "After previous action" selected, delay configuration fields appear: numeric input and time unit dropdown	"After previous action" timing	Sequential action timing - AC7
10	Set delay between email and SMS actions	Delay fields accept input: "2" days, time unit dropdown shows "minutes", "hours", "days", "weeks" options	"2 days" delay configuration	Action delay configuration - AC7
11	Verify timing calculation and display	Timing summary shows "Send 2 days after previous action", workflow timeline preview may update to show sequence	2-day delay calculation	Timing sequence validation
12	Test SMS content validation with empty content	Empty SMS field shows error "SMS content is required", character counter shows "0/160", cannot proceed with empty content	Clear SMS content field	Required field validation - AC6
13	Add complete SMS action to workflow	Click "Add Action", SMS action added to workflow showing "Action 2: SMS" with content preview, timing "2 days after previous action"	Complete SMS configuration	SMS action creation - AC6, AC7
14	Verify SMS action in workflow sequence	Actions list shows proper sequence: "Action 1: Email (Immediate)", "Action 2: SMS (2 days later)", edit/delete options available for both	Workflow action sequence	Multiple action sequence - AC7

Verification Points

Primary_Verification: SMS action successfully configured with character limit enforcement and sequential timing per AC6, AC7
Secondary_Verifications: Character counter accurate, timing configuration functional, variable support working
Negative_Verification: Character limits strictly enforced, invalid timing rejected, required content validated

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: UX03US04_TC_005
Blocked_Tests: UX03US04_TC_009 (Workflow Preview)
Parallel_Tests: UX03US04_TC_007 (WhatsApp), UX03US04_TC_008 (In-app)
Sequential_Tests: Multi-channel workflow completion tests

Additional Information

Notes: SMS character limits critical for cost management and deliverability, timing crucial for customer experience
Edge_Cases: Unicode characters counting, emoji handling, international phone number formats
Risk_Areas: SMS gateway reliability, character encoding issues, delivery confirmation
Security_Considerations: Phone number validation, SMS content sanitization, rate limiting

Missing Scenarios Identified

Scenario_1: Unicode and emoji character counting accuracy
Type: Edge Case
Rationale: Special characters may count differently in SMS character limits
Priority: P2

Scenario_2: SMS delivery failure handling and retry mechanisms
Type: Error Handling
Rationale: SMS delivery failures need proper error handling
Priority: P2

Test Case 7: Workflow Execution History and Performance Tracking

Test Case Metadata

Test Case ID: UX03US04_TC_007
Title: View and verify comprehensive workflow execution history with detailed performance metrics, delivery status tracking, and success rate calculations
Created By: Hetal
Created Date: 2025-08-18
Version: 1.0

Classification

Module/Feature: Communication Workflows
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Communication Services, API, Database, Analytics, MOD-Communication, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Product, Report-Quality-Dashboard, Report-Performance-Metrics, Report-Customer-Segment-Analysis, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Analytics, Context-History-Tracking, Happy-Path]

Business Context

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

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 10 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 75%
Integration_Points: Analytics database, Execution tracking service, Performance calculation engine
Code_Module_Mapped: CX-Web, Analytics-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: AC10, AC11, AC12 - Execution history tracking, delivery status, performance metrics calculation
Related_Bugs: N/A
Related_Test_Cases: UX03US04_TC_005, UX03US04_TC_006 (prerequisites for workflow execution data)

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Analytics database, Execution history service, Performance calculation API, Data visualization components
Performance_Baseline: History page load < 3 seconds, Metrics calculation < 500ms
Data_Requirements: EXE001-EXE005 historical execution data, WF001-WF003 workflow performance data

Prerequisites

Setup_Requirements: Multiple workflow executions completed, History data populated, Analytics service operational
User_Roles_Permissions: Utility Admin with history viewing permissions
Test_Data: EXE001 "Single Run 29" (Completed), EXE002 "Single Run 27" (Completed), Performance metrics: 245 triggered, 240 completed, 98% success
Prior_Test_Cases: Workflow creation and execution test cases must have generated historical data

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Communication Workflows main page	Main workflows page loads with tab navigation: "All Workflows", "Active", "Drafts", "History" visible at top	Main page navigation	Page layout validation - AC10
2	Click "History" tab to access execution history	History tab becomes active, page displays "Workflow Execution History" title with subtitle "View and manage all workflow execution history"	"History" tab click	History page access - AC10
3	Verify execution history table structure	Table displays columns: "Workflow", "Status", "Type", "Recipients", "Statistics", "Started", "Completed", "Actions" with proper headers	History table layout	Table structure validation - AC10
4	Examine first execution entry details	"Single Run 29" entry shows: Status "Completed" (green indicator), Type "Single", Recipients "1", Started "2025-08-07 00:32:49", Completed "2025-08-07 00:32:50"	EXE001 "Single Run 29" data	Execution entry details - AC10, AC11
5	Verify statistics section for execution entry	Statistics column shows: "Total: 0, Delivered: 0, Failed: 0, Success: 0%" with color coding (green for delivered, red for failed)	EXE001 statistics display	Statistics display format - AC12
6	Check timestamp format consistency	All timestamps in format "YYYY-MM-DD HH:MM:SS", time zone properly handled, execution duration calculable from start/end times	Timestamp format: "2025-08-07 00:32:49"	Timestamp format validation - AC11
7	Verify status indicators and color coding	"Completed" status shows green background/indicator, proper visual distinction for different statuses (Completed, Failed, In-Progress)	Status visual indicators	Status indicator validation - AC11
8	Examine second execution entry for comparison	"Single Run 27" shows similar structure: Status "Completed", Recipients "1", Started "2025-08-04 00:04:48", Completed "2025-08-04 00:04:48"	EXE002 "Single Run 27" data	Multiple execution comparison
9	Test search functionality in execution history	Search box available, enter "Single Run" filter, results show matching executions only, search is case-insensitive	"Single Run" search term	History search functionality
10	Verify execution details drill-down	Click on execution entry "Single Run 29", detailed view opens showing individual message delivery status, recipient information, error details if any	EXE001 detailed view	Execution detail access - AC11
11	Check individual message delivery status	Detail view shows message-level status: "Email: Delivered at 00:32:50", "SMS: Pending/Failed/Delivered", specific error messages for failures	Message-level delivery status	Individual delivery tracking - AC11
12	Verify success rate calculation accuracy	Navigate back to main history, verify success rate calculation: (Delivered messages / Total messages) × 100 = Success rate percentage	Mathematical validation: 0/0 = 0% (handled gracefully)	Success rate calculation - AC12
13	Test history pagination and sorting	If multiple pages exist, pagination controls functional, column headers clickable for sorting by date, status, recipients	History pagination/sorting	Large data set handling
14	Verify export or download functionality	Check if execution history can be exported (CSV, PDF), download functionality works, data integrity maintained in exports	History export options	Data export capability

Verification Points

Primary_Verification: Execution history accurately displays workflow runs with timestamps, delivery status, and success rates per AC10, AC11, AC12
Secondary_Verifications: Search and filtering work correctly, detailed drill-down functional, performance metrics calculated accurately
Negative_Verification: No missing execution data, no calculation errors, no performance degradation with large datasets

Test Results (Template)

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Workflow execution test cases
Blocked_Tests: Performance analysis test cases
Parallel_Tests: Workflow management test cases
Sequential_Tests: Analytics and reporting test cases

Additional Information

Notes: History tracking essential for performance optimization and compliance reporting
Edge_Cases: Large datasets, long-running executions, concurrent execution tracking
Risk_Areas: Database performance with large history, data retention policies, privacy compliance
Security_Considerations: History data access control, sensitive information masking, audit trail integrity

Missing Scenarios Identified

Scenario_1: History data retention and archival testing
Type: Data Management
Rationale: Long-term history data needs proper retention policies
Priority: P3

Scenario_2: Real-time execution status updates
Type: Performance
Rationale: Users need real-time visibility into running workflows
Priority: P2

Test Case 8: Workflow Status Filtering and Search

Test Case Metadata

Test Case ID: UX03US04_TC_008
Title: Comprehensive workflow filtering by status and search functionality with advanced filter combinations and performance validation
Created By: Hetal
Created Date: 2025-08-18
Version: 1.0

Classification

Module/Feature: Communication Workflows
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Communication Services, UI, Database, Search-Functionality, MOD-Communication, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-QA, Report-Quality-Dashboard, Report-User-Acceptance, Report-Performance-Metrics, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-Search, Context-Filtering, 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: Low
Expected_Execution_Time: 8 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Low

Coverage Tracking

Feature_Coverage: 85%
Integration_Points: Search service, Database filtering, UI state management
Code_Module_Mapped: CX-Web, Search-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: User-Acceptance, Performance-Metrics, Quality-Dashboard
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability

Related_Requirements: AC13, AC14 - Workflow filtering by status, search functionality by name
Related_Bugs: N/A
Related_Test_Cases: UX03US04_TC_001 (prerequisite for workflow data)

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Search indexing service, Database query optimization, UI state management
Performance_Baseline: Search response < 300ms, Filter application < 200ms
Data_Requirements: WF001-WF010 workflows in various states (Active, Draft, Completed)

Prerequisites

Setup_Requirements: Multiple workflows created in different states, Search index populated, Filter service operational
User_Roles_Permissions: Utility Admin with workflow viewing permissions
Test_Data: WF001 "New Customer Welcome" (Active), WF002 "Reengagement Campaign" (Draft), WF003 "Payment Reminder" (Active), Search terms: "Customer", "Payment", "Welcome"
Prior_Test_Cases: Workflow creation test cases must provide diverse workflow data

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Communication Workflows main page	Main page loads showing workflow list with tab navigation: "All Workflows", "Active", "Drafts", "History" and search box visible	Main workflows page	Page layout with filtering - AC13
2	Verify default "All Workflows" tab state	All workflows displayed regardless of status, mixture of Active, Draft, and other statuses visible in the list	Mixed workflow statuses	Default view validation - AC13
3	Click "Active" tab to filter active workflows	Tab becomes highlighted/active, workflow list updates to show only workflows with "Active" status, count updates if displayed	"Active" tab selection	Active filter application - AC13
4	Verify active workflows filtering accuracy	Only active workflows displayed: WF001 "New Customer Welcome" (Active), WF003 "Payment Reminder" (Active), no draft or completed workflows shown	Active workflows: WF001, WF003	Active filter accuracy - AC13
5	Click "Drafts" tab to filter draft workflows	Tab highlighting switches to "Drafts", list updates to show only draft status workflows, active workflows hidden	"Drafts" tab selection	Draft filter application - AC13
6	Verify draft workflows filtering accuracy	Only draft workflows displayed: WF002 "Reengagement Campaign" (Draft), other status workflows not visible	Draft workflows: WF002	Draft filter accuracy - AC13
7	Click "History" tab to view execution history	Tab switches to "History", execution history table displayed instead of workflow list, different data structure shown	"History" tab selection	History view transition - AC13
8	Return to "All Workflows" tab for search testing	Tab switches back to "All Workflows", complete workflow list restored, search box remains visible and functional	"All Workflows" tab return	Search setup preparation
9	Click in search box and verify placeholder text	Search box becomes active/focused, placeholder text shows "Search workflows..." or similar guidance, cursor visible in field	Search box activation	Search interface validation - AC14
10	Enter partial workflow name for search	Search processes in real-time or after typing pause, results filter to show matching workflows, search is case-insensitive	"Customer" search term	Partial name search - AC14
11	Verify partial search results accuracy	Results show workflows containing "Customer": WF001 "New Customer Welcome", other non-matching workflows hidden	"Customer" search results	Search accuracy validation - AC14
12	Test exact workflow name search	Search updates to show exact match, single workflow result if name is unique, precise matching functionality	"New Customer Welcome" exact name	Exact name search - AC14
13	Test search with no results	Search shows "No workflows found" message or empty state, no workflows displayed, search term remains in field	"XYZ123NonExistent" search term	No results handling - AC14
14	Clear search to restore full list	Clear search box (X button or delete text), full workflow list restored, all workflows visible again regardless of previous search	Clear search action	Search reset functionality - AC14
15	Test search performance with multiple terms	Search handles multiple keywords appropriately, results update within performance baseline, no lag or freezing

14	Clear search to restore full list	Clear search box (X button or delete text), full workflow list restored, all workflows visible again regardless of previous search	Clear search action	Search reset functionality - AC14
15	Test search performance with multiple terms	Search handles multiple keywords appropriately, results update within performance baseline, no lag or freezing	"Payment Reminder" multiple terms	Search performance validation - AC14

Verification Points

Primary_Verification: Workflow filtering by status and search functionality work accurately per AC13, AC14
Secondary_Verifications: Tab highlighting correct, search performance acceptable, filter combinations functional
Negative_Verification: No workflows missed in filtering, no performance degradation, no search errors

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Workflow creation test cases
Blocked_Tests: Advanced workflow management tests
Parallel_Tests: Other UI functionality tests
Sequential_Tests: Workflow editing and deletion tests

Additional Information

Notes: Search and filtering essential for workflow management with large numbers of workflows
Edge_Cases: Special characters in search, very long workflow names, large datasets
Risk_Areas: Search index performance, database query optimization, UI responsiveness
Security_Considerations: Search input sanitization, query injection prevention

Missing Scenarios Identified

Scenario_1: Advanced filter combinations (status + search term)
Type: Enhancement
Rationale: Users may want to combine status filtering with search
Priority: P3

Scenario_2: Search result highlighting and relevance scoring
Type: User Experience
Rationale: Better search experience with highlighted matches
Priority: P4

Test Case 9: Workflow Editing and Configuration Updates

Test Case Metadata

Test Case ID: UX03US04_TC_009
Title: Comprehensive workflow editing with all configuration parameter modifications, tab navigation, and change persistence validation
Created By: Hetal
Created Date: 2025-08-18
Version: 1.0

Classification

Module/Feature: Communication Workflows
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Communication Services, API, Database, Workflow-Management, MOD-Communication, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Product, Report-Quality-Dashboard, Report-Regression-Coverage, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Database, Context-Editing, Happy-Path]

Business Context

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

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 18 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 95%
Integration_Points: Database update operations, Version control, Change tracking service
Code_Module_Mapped: CX-Web, Database-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: AC16 - Workflow editing capability, AC17 - Edit icon redirects to actions page
Related_Bugs: N/A
Related_Test_Cases: UX03US04_TC_001-TC_008 (prerequisite workflows), UX03US04_TC_010 (workflow preview)

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Database update service, Version control system, Change tracking API, Form validation service
Performance_Baseline: Edit page load < 3 seconds, Save operation < 500ms
Data_Requirements: WF001 "New Customer Welcome" workflow with complete configuration for editing

Prerequisites

Setup_Requirements: Existing workflow WF001 fully configured with details, trigger, and actions
User_Roles_Permissions: Utility Admin with workflow editing permissions
Test_Data: WF001 existing configuration, Updated data: "Updated Customer Welcome", Time-based to Event-based trigger change, Modified email content
Prior_Test_Cases: WF001 must be created and configured through previous test cases

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Locate WF001 workflow card on main workflows page	Workflow card displays with name "New Customer Welcome", edit icon (pencil), view icon (eye), status indicator visible	WF001 workflow card	Edit access point identification - AC17
2	Click edit icon (pencil) on WF001 workflow card	System redirects to actions page in edit mode, URL shows edit context, page title indicates "Edit Workflow" mode	Edit icon click action	Edit mode activation - AC17
3	Verify edit page layout and tab navigation	Four tabs visible: "Details", "Trigger", "Actions", "Preview", Actions tab active by default, workflow data pre-populated	Edit page tab structure	Edit interface layout - AC16
4	Click "Details" tab to edit workflow information	Tab switches to Details, existing data displayed: name, description, audience type pre-filled, form fields editable	"Details" tab navigation	Details editing access - AC16
5	Modify workflow name and description	Update name from "New Customer Welcome" to "Updated Customer Welcome", modify description, changes accepted and validated	Updated name: "Updated Customer Welcome", Description: "Enhanced onboarding sequence with improved messaging"	Basic information editing - AC16
6	Click "Trigger" tab to modify trigger configuration	Tab switches to Trigger configuration, existing trigger settings displayed (Time-Based with specific date/time), all fields editable	"Trigger" tab navigation	Trigger editing access - AC16
7	Change trigger type from Time-Based to Event-Based	Select "Event-Based" from dropdown, configuration changes to event selection, previous time settings cleared, event options available	Trigger change: Time-Based → Event-Based	Trigger type modification - AC16
8	Configure new Event-Based trigger	Select "NSC-Created" event, audience type maintained as "Consumer", trigger configuration updated successfully	Event selection: "NSC-Created", Audience: "Consumer"	Event trigger configuration - AC16
9	Click "Actions" tab to modify communication actions	Tab switches to Actions, existing actions displayed: Email action with current configuration, edit options available	"Actions" tab navigation	Actions editing access - AC16
10	Edit existing email action content	Click edit on email action, modify subject and content, rich text editor functional with existing content loaded	Updated subject: "Welcome to Your Enhanced UtilityConnect Experience", Modified email body content	Email action modification - AC16
11	Add second action (SMS) to workflow	Click "Add Communication Action", select SMS, configure SMS content with character limit validation, set timing as "1 day after previous action"	SMS content: "Welcome to UtilityConnect! Your account is active. Check your email for details." (88 chars), 1-day delay	Multiple action configuration - AC16
12	Click "Preview" tab to review all changes	Tab switches to Preview mode, displays complete workflow summary with all modifications: updated name, event trigger, modified email, new SMS action	Preview of all changes	Change preview validation - AC16
13	Verify preview shows updated workflow sequence	Preview displays: "Updated Customer Welcome", "Event-Based: NSC-Created", "Action 1: Email (Updated content)", "Action 2: SMS (1 day later)"	Complete workflow preview	Workflow sequence validation
14	Save workflow changes	Click "Save Changes" button, system processes updates, success message displayed, workflow marked as modified	Save operation execution	Change persistence - AC16
15	Verify changes persisted in workflow list	Navigate back to workflows list, WF001 shows updated name "Updated Customer Welcome", modification timestamp updated	Updated workflow in list	Change confirmation - AC16
16	Re-open workflow in edit mode to verify persistence	Click edit icon again, verify all changes maintained: updated details, event trigger, modified actions	Second edit session	Data persistence validation - AC16

Verification Points

Primary_Verification: Workflow editing successfully modifies all configuration parameters and persists changes per AC16, AC17
Secondary_Verifications: Tab navigation functional, data pre-population correct, change tracking accurate
Negative_Verification: No data loss during editing, no validation bypassed, no unauthorized changes

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: All workflow creation test cases
Blocked_Tests: Advanced workflow management features
Parallel_Tests: Workflow deletion and duplication tests
Sequential_Tests: Workflow versioning and audit trail tests

Additional Information

Notes: Editing capability critical for workflow maintenance and optimization, data integrity essential
Edge_Cases: Concurrent editing by multiple users, editing active workflows, large configuration changes
Risk_Areas: Data consistency, concurrent access, change rollback capability
Security_Considerations: Edit permission validation, change audit logging, data modification tracking

Missing Scenarios Identified

Scenario_1: Concurrent editing conflict resolution
Type: Concurrency
Rationale: Multiple users may attempt to edit same workflow simultaneously
Priority: P2

Scenario_2: Workflow version history and rollback functionality
Type: Data Management
Rationale: Users may need to revert changes or view modification history
Priority: P3

Test Case 10: Comprehensive Workflow Preview and Validation

Test Case Metadata

Test Case ID: UX03US04_TC_010
Title: Complete workflow preview functionality with sequence display, timing validation, content verification, and template identification
Created By: Hetal
Created Date: 2025-08-18
Version: 1.0

Classification

Module/Feature: Communication Workflows
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Communication Services, UI, Preview-Functionality, MOD-Communication, P2-High, Phase-Acceptance, Type-Functional, Platform-Web, Report-Product, Report-User-Acceptance, Report-Quality-Dashboard, Report-Customer-Segment-Analysis, Report-Engineering, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Preview, Context-Validation, 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: 12 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Preview rendering service, Template resolution, Content validation
Code_Module_Mapped: CX-Web, Preview-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: User-Acceptance, Customer-Segment-Analysis, Quality-Dashboard
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC18 - Workflow preview showing sequence and timing, AC9 - Message previews
Related_Bugs: N/A
Related_Test_Cases: UX03US04_TC_005 (email), UX03US04_TC_006 (SMS), UX03US04_TC_009 (editing)

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Preview rendering engine, Template system, Content formatting service
Performance_Baseline: Preview generation < 2 seconds, Content rendering < 1 second
Data_Requirements: WF001 with complete multi-action configuration (Email + SMS + In-app), TPL001 template reference

Prerequisites

Setup_Requirements: Multi-action workflow configured with email (template-based), SMS (custom), in-app notification, Preview service operational
User_Roles_Permissions: Utility Admin with preview access permissions
Test_Data: WF001 "Updated Customer Welcome" with: Email (TPL001 template), SMS (custom content), In-app (custom), Timing: Immediate, +2 days, +1 week
Prior_Test_Cases: UX03US04_TC_005, UX03US04_TC_006, UX03US04_TC_009 must provide complete workflow configuration

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access WF001 workflow in edit mode	Edit interface loads with workflow "Updated Customer Welcome", all tabs available: Details, Trigger, Actions, Preview	WF001 edit mode access	Preview access setup - AC18
2	Click "Preview" tab to access workflow preview	Preview tab becomes active, preview interface loads showing complete workflow visualization, loading indicators if needed	"Preview" tab activation	Preview interface access - AC18
3	Verify workflow summary header information	Preview shows workflow name "Updated Customer Welcome", trigger type "Event-Based: NSC-Created", audience "Consumer", summary statistics	Workflow header summary	Workflow identification - AC18
4	Examine email action preview (Action 1)	Email section displays: "Action 1: Email", template name "welcome_template" indicated, subject preview, timing "Send immediately"	Email action with TPL001 template	Email preview with template - AC18, AC9
5	Verify email content preview with template resolution	Email content shows resolved template with placeholder indicators: "[Customer.FirstName]" highlighted, formatted content displayed, HTML formatting preserved	Email content preview with variables	Template content preview - AC9
6	Review SMS action preview (Action 2)	SMS section displays: "Action 2: SMS", custom content preview, character count shown "88/160 characters", timing "2 days after previous action"	SMS action preview	SMS content and timing - AC18, AC9
7	Verify SMS content truncation and formatting	SMS content displayed in mobile-like format, character limit indicated, content: "Welcome to UtilityConnect! Your account is active..."	SMS content formatting	SMS preview formatting - AC9
8	Examine in-app notification preview (Action 3)	In-app section shows: "Action 3: In-app notification", content preview, timing "1 week after previous action", notification style preview	In-app action preview	In-app notification preview - AC18
9	Verify timing sequence visualization	Visual timeline or sequence showing: Day 0 (Email), Day 2 (SMS), Day 9 (In-app), proper spacing and timing calculations	Timeline visualization	Timing sequence display - AC18
10	Test template name identification accuracy	Template references clearly marked: "Using template: welcome_template" for email, "Custom content" for SMS and in-app actions	Template vs custom distinction	Template identification - AC18
11	Verify action count and sequence numbering	Actions numbered sequentially: "Action 1", "Action 2", "Action 3", total action count displayed "3 actions configured"	Action sequence numbering	Sequence validation - AC18
12	Test preview responsiveness and layout	Preview layout adapts to different content lengths, scrolling works if content exceeds viewport, no layout breaks	Responsive preview layout	Preview layout testing
13	Verify preview accuracy with actual configuration	Compare preview content with actual configured actions in Actions tab, ensure 100% accuracy between preview and configuration	Preview vs configuration comparison	Preview accuracy validation - AC18
14	Test preview refresh after configuration changes	Make minor change in Actions tab, return to Preview, verify preview updates reflect the change immediately	Configuration change reflection	Preview update validation - AC18

Verification Points

Primary_Verification: Workflow preview accurately displays complete communication sequence with correct timing and content per AC18, AC9
Secondary_Verifications: Template names correctly identified, timing calculations accurate, visual presentation clear
Negative_Verification: No content misrepresentation, no timing calculation errors, no preview rendering failures

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: UX03US04_TC_005, UX03US04_TC_006, UX03US04_TC_009
Blocked_Tests: Final workflow validation tests
Parallel_Tests: Other preview functionality tests
Sequential_Tests: Workflow deployment and activation tests

Additional Information

Notes: Preview functionality essential for workflow validation before activation, user confidence in configuration
Edge_Cases: Very long content, multiple templates, complex timing sequences
Risk_Areas: Preview rendering performance, template resolution accuracy, timing calculation precision
Security_Considerations: Content sanitization in preview, template data security

Missing Scenarios Identified

Scenario_1: Preview export to PDF or shareable format
Type: Enhancement
Rationale: Users may want to share workflow previews for approval
Priority: P4

Scenario_2: Preview with actual customer data substitution
Type: Enhancement
Rationale: Preview with real data would provide better validation
Priority: P3

Test Case 11: API Integration and Performance Testing

Test Case Metadata

Test Case ID: UX03US04_TC_011
Title: Critical API endpoint testing for workflow operations with comprehensive performance validation and error handling
Created By: Hetal
Created Date: 2025-08-18
Version: 1.0

Classification

Module/Feature: Communication Workflows
Test Type: API/Performance
Test Level: Integration
Priority: P1-Critical
Execution Phase: Integration
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [API-Testing, Communication Services, API, Database, Performance, MOD-Communication, P1-Critical, Phase-Integration, Type-API, Platform-Web, Report-Engineering, Report-API-Test-Results, Report-Performance-Metrics, Report-Integration-Testing, Report-Quality-Dashboard, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-API, Context-Performance, API-Endpoints]

Business Context

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

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 20 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: API Integration Coverage
Integration_Points: REST API endpoints, Database operations, Authentication service
Code_Module_Mapped: API-Gateway, Database-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: API-Test-Results, Performance-Metrics, Integration-Testing
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: API functionality supporting all workflow operations, Performance baselines
Related_Bugs: N/A
Related_Test_Cases: All functional test cases depend on API functionality

Test Environment

Environment: Staging
Browser/Version: API Testing Tool
Device/OS: Windows 10/11
Screen_Resolution: N/A
Dependencies: API Gateway, Database cluster, Authentication service, Load balancer
Performance_Baseline: API response < 500ms, Concurrent requests 100+, Throughput 1000 req/min
Data_Requirements: API test data set, Authentication tokens, Load testing scenarios

Prerequisites

Setup_Requirements: API endpoints accessible, Authentication configured, Test data prepared, Performance monitoring active
User_Roles_Permissions: API access tokens with full workflow permissions
Test_Data: API authentication tokens, JSON payload examples, Performance test scenarios
Prior_Test_Cases: Authentication API tests must pass

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Test workflow creation API endpoint	POST /api/workflows returns 201 Created, valid workflow ID, response time < 500ms	json {"name": "API Test Workflow", "description": "Created via API", "audience_type": "CONSUMER"}	Workflow creation API
2	Validate workflow creation response structure	Response contains: workflow_id, name, status, created_timestamp, all required fields populated	API response validation	Response structure verification
3	Test workflow retrieval API endpoint	GET /api/workflows/{id} returns 200 OK, complete workflow data, response time < 300ms	Workflow ID from creation	Workflow retrieval API
4	Test workflow list API with pagination	GET /api/workflows?page=1&limit=10 returns paginated results, metadata included, performance acceptable	Pagination parameters	List API with pagination
5	Test workflow update API endpoint	PUT /api/workflows/{id} returns 200 OK, updated fields reflected, response time < 500ms	json {"name": "Updated API Workflow", "description": "Modified via API"}	Workflow update API
6	Test workflow execution trigger API	POST /api/workflows/{id}/execute returns 202 Accepted, execution ID provided, response time < 200ms	Workflow execution payload	Execution trigger API
7	Test API error handling with invalid data	POST /api/workflows with invalid payload returns 400 Bad Request, detailed error messages	json {"name": "", "description": ""}	API error handling
8	Test API authentication and authorization	Requests without valid token return 401 Unauthorized, invalid permissions return 403 Forbidden	Invalid/missing auth tokens	API security validation
9	Perform load testing with concurrent requests	100 concurrent workflow creation requests, 95% success rate, average response time < 1 second	Concurrent API load test	Load testing validation
10	Test API rate limiting	Exceed rate limit triggers 429 Too Many Requests, rate limit headers included in response	High-frequency API requests	Rate limiting verification
11	Validate database consistency after API operations	Database state matches API responses, no orphaned records, referential integrity maintained	Database validation queries	Data consistency check
12	Test API monitoring and health endpoints	GET /api/health returns system status, monitoring endpoints provide performance metrics	Health check endpoints	API monitoring validation

Verification Points

Primary_Verification: All critical API endpoints function correctly with proper response times and error handling
Secondary_Verifications: Performance baselines met, security controls functional, data consistency maintained
Negative_Verification: Invalid requests properly rejected, rate limits enforced, authentication required

Test Results (Template)

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Authentication and infrastructure tests
Blocked_Tests: All UI functionality that depends on API
Parallel_Tests: Database integration tests
Sequential_Tests: End-to-end workflow execution tests

Additional Information

Notes: API performance critical for UI responsiveness and system scalability
Edge_Cases: Network timeouts, database deadlocks, concurrent data modifications
Risk_Areas: API gateway stability, database performance, authentication service dependency
Security_Considerations: API security, data validation, rate limiting, authentication bypass prevention

Missing Scenarios Identified

Scenario_1: API versioning and backward compatibility testing
Type: Integration
Rationale: API versions need compatibility validation
Priority: P2

Scenario_2: API circuit breaker and failover testing
Type: Resilience
Rationale: System needs graceful degradation under load
Priority: P2

Test Case 12: Recurring Event Trigger Configuration

Test Case Metadata

Test Case ID: UX03US04_TC_012
Title: Configure recurring event triggers with comprehensive frequency settings, start date validation, and recurrence calculation testing
Created By: Hetal
Created Date: 2025-08-18
Version: 1.0

Classification

Module/Feature: Communication Workflows
Test Type: Functional
Test Level: Integration
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Communication Services, API, Database, Integration, Recurring-Events, MOD-Communication, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Product, Report-Integration-Testing, Report-Quality-Dashboard, Report-Regression-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Scheduler, Context-Recurring-Triggers, Happy-Path]

Business Context

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

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 15 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: Recurring Trigger Coverage
Integration_Points: Scheduling engine, Calendar service, Recurrence calculator
Code_Module_Mapped: CX-Web, Scheduler-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Requirements Traceability

Related_Requirements: AC3 - Recurring Event triggers with frequency and timing configuration
Related_Bugs: N/A
Related_Test_Cases: UX03US04_TC_002 (prerequisite), UX03US04_TC_003, UX03US04_TC_004 (parallel)

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Scheduling service, Recurrence calculation engine, Calendar widget, Database scheduler
Performance_Baseline: Recurrence calculation < 300ms, Schedule setup < 500ms
Data_Requirements: WF003 workflow details, Future date ranges, Recurrence test scenarios

Prerequisites

Setup_Requirements: Workflow Details completed, Trigger Configuration page accessible, Scheduling service operational
User_Roles_Permissions: Utility Admin with recurring trigger configuration permissions
Test_Data: WF003 "Monthly Payment Reminder", Recurrence patterns: daily, weekly, monthly, Frequency values: 1, 5, 30
Prior_Test_Cases: UX03US04_TC_002 must pass with valid workflow details

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 2 Trigger Configuration	Trigger configuration page loads with "Trigger Type*" dropdown showing three options: "Time-Based", "Event-Based", "Recurring Event"	Step 2 trigger page	Trigger type options - AC3
2	Select "Recurring Event" from trigger type dropdown	Recurring event configuration section expands showing: "Event Type", "Frequency", "Start Date", "Time" fields	"Recurring Event" selection	Recurring trigger UI - AC3
3	Verify event type dropdown for recurring triggers	Event dropdown shows available recurring events: "Payment Due Reminder", "Service Maintenance Check", "Meter Reading Schedule", "Customer Re-engagement"	Recurring event types	Event options for recurrence
4	Select "Payment Due Reminder" recurring event	Event selected, description appears: "Recurring payment reminders based on billing cycle", frequency configuration becomes active	"Payment Due Reminder" event	Event-specific recurrence
5	Configure frequency with numeric input	Frequency field accepts numeric input, validation for positive integers, field shows "Every [X] [time unit]" format	"5" frequency value	Frequency numeric validation - AC3
6	Select time unit from frequency dropdown	Time unit dropdown shows: "days", "weeks", "months" options, selection updates frequency display to "Every 5 days"	"days" time unit selection	Time unit configuration - AC3
7	Test different frequency combinations	Test weekly: "2 weeks", monthly: "1 month", daily: "7 days", display updates correctly for each combination	Various frequency combinations	Frequency flexibility testing
8	Configure start date for recurring event	Start date picker allows future date selection, past dates disabled or warned, date format "dd-mm-yyyy"	"15-09-2025" start date	Start date validation - AC3
9	Set specific time for recurring execution	Time picker allows hour/minute selection, 24-hour format supported, time display "HH:MM"	"10:30" execution time	Time configuration - AC3
10	Verify recurrence calculation and preview	System calculates and displays next 3-5 occurrence dates: "Next occurrences: 15-09-2025, 20-09-2025, 25-09-2025, 30-09-2025"	Calculated occurrence dates	Recurrence calculation - AC3
11	Test edge case recurrence patterns	Configure end-of-month recurring (31st), leap year considerations, daylight saving time handling	Month-end recurrence scenarios	Edge case handling
12	Configure audience type for recurring trigger	Select "Consumer" audience type, verify recurring logic applies to audience selection	"Consumer" audience	Audience with recurrence
13	Validate recurring trigger completion	Click "Next", recurring trigger saved successfully, summary shows "Recurring Event: Payment Due Reminder every 5 days starting 15-09-2025 at 10:30"	Complete recurring configuration	Recurring trigger summary - AC3
14	Test recurrence modification scenarios	Return to trigger configuration, modify frequency from 5 days to 1 week, verify calculation updates correctly	Modified recurrence pattern	Recurrence editing

Verification Points

Primary_Verification: Recurring event trigger successfully configured with frequency, start date, and time per AC3
Secondary_Verifications: Recurrence calculations accurate, edge cases handled, UI updates correctly
Negative_Verification: Invalid frequencies rejected, past start dates prevented, calculation errors avoided

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: UX03US04_TC_002
Blocked_Tests: UX03US04_TC_005, UX03US04_TC_006
Parallel_Tests: UX03US04_TC_003, UX03US04_TC_004
Sequential_Tests: Actions configuration tests

Additional Information

Notes: Recurring triggers essential for ongoing customer engagement campaigns, scheduler reliability critical
Edge_Cases: Month-end dates, leap years, timezone changes, daylight saving transitions
Risk_Areas: Scheduler service reliability, recurrence calculation accuracy, long-term scheduling
Security_Considerations: Recurring job security, schedule tampering prevention, resource consumption limits

Missing Scenarios Identified

Scenario_1: Recurring trigger pause and resume functionality
Type: Feature Enhancement
Rationale: Users may need to temporarily pause recurring workflows
Priority: P3

Scenario_2: Recurring trigger end date configuration
Type: Business Logic
Rationale: Recurring workflows may need defined end dates
Priority: P2

Test Case 13: WhatsApp Communication Action Configuration

Test Case Metadata

Test Case ID: UX03US04_TC_013
Title: Configure WhatsApp communication action with comprehensive Business API integration, message formatting, and character limit validation
Created By: Hetal
Created Date: 2025-08-18
Version: 1.0

Classification

Module/Feature: Communication Workflows
Test Type: Functional
Test Level: Integration
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Communication Services, API, Database, WhatsApp-Integration, MOD-Communication, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Integration-Testing, Report-Quality-Dashboard, Report-Regression-Coverage, Report-Customer-Segment-Analysis, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-WhatsApp, Context-WhatsApp-Actions, Happy-Path]

Business Context

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

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 12 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: WhatsApp Channel Coverage
Integration_Points: WhatsApp Business API, Message formatting service, Character validation
Code_Module_Mapped: CX-Web, WhatsApp-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Requirements Traceability

Related_Requirements: AC5 - Multiple communication channels including WhatsApp, AC6 - Character limits for WhatsApp (1024 characters)
Related_Bugs: N/A
Related_Test_Cases: UX03US04_TC_005 (Email), UX03US04_TC_006 (SMS), UX03US04_TC_008 (Multi-channel)

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: WhatsApp Business API, Message formatting service, Rich text editor, Phone number validation
Performance_Baseline: WhatsApp action creation < 500ms, Message validation < 200ms
Data_Requirements: WF004 workflow with existing actions, WhatsApp Business API credentials, Test phone numbers

Prerequisites

Setup_Requirements: WhatsApp Business API configured, Previous actions configured in workflow, Rich text editor operational
User_Roles_Permissions: Utility Admin with WhatsApp action creation permissions
Test_Data: WF004 with email and SMS actions, WhatsApp content with HTML formatting, Test message: "🏠 UtilityConnect Update: Your service connection is complete! Welcome to our community. Check your email for account details. Questions? Reply to this message."
Prior_Test_Cases: Email and SMS actions must be configured in workflow

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Click "Add Communication Action" for third action	Communication channel selection modal opens showing all four options: Email, SMS, In-app, WhatsApp with icons	Third action addition	Multi-channel support - AC5
2	Select "WhatsApp" communication channel	WhatsApp configuration form opens with rich text editor, message content field, character counter "0/1024" visible	"WhatsApp" channel selection	WhatsApp action interface - AC5
3	Verify WhatsApp message formatting options	Rich text editor shows formatting toolbar: bold, italic, emoji picker, link insertion, bullet points available	Rich text formatting tools	WhatsApp formatting support
4	Enter WhatsApp message content with formatting	Content accepted with formatting preserved, emoji support functional, character counter updates correctly	"🏠 UtilityConnect Update: Your service connection is complete! Welcome to our community..." (185 chars)	Formatted content creation - AC6
5	Test WhatsApp character limit boundary	Content accepted up to 1024 characters, counter shows remaining characters, warning at 950+ characters	1024-character WhatsApp message with formatting and emojis	Character limit validation - AC6
6	Attempt to exceed WhatsApp character limit	System prevents additional input OR shows error "WhatsApp content cannot exceed 1024 characters", field indicates overlimit	Attempt 1025+ character content	Limit enforcement - AC6
7	Test WhatsApp-specific features	Emoji picker functional, phone number formatting for links, clickable elements preview available	Emoji selection, phone links	WhatsApp-specific functionality
8	Configure WhatsApp message variables	Variable placeholders work: [Customer.FirstName], [Customer.Phone], [Service.Details], character count includes variables	WhatsApp content with placeholders	Variable support in WhatsApp
9	Set timing for WhatsApp action	Timing configuration: "After previous action" with delay options, sequence timing calculated correctly	"3 days after previous action"	Sequential WhatsApp timing - AC7
10	Verify WhatsApp delivery requirements	Phone number validation requirements displayed, opt-in compliance information shown, delivery prerequisites clear	Phone number validation info	WhatsApp compliance requirements
11	Test WhatsApp message preview functionality	Preview shows formatted message with emojis, formatting preserved, mobile-like appearance, link previews if applicable	WhatsApp message preview	Message preview - AC9
12	Configure WhatsApp action completion	Click "Add Action", WhatsApp action added to workflow sequence showing "Action 3: WhatsApp" with content preview and timing	Complete WhatsApp configuration	WhatsApp action creation - AC5
13	Verify WhatsApp action in workflow sequence	Actions list shows proper sequence: Email (Immediate), SMS (2 days), WhatsApp (3 days), edit/delete options available	Multi-channel workflow sequence	WhatsApp in action sequence
14	Test WhatsApp content validation rules	Empty content validation, formatting consistency checks, emoji encoding validation, link format verification	Various WhatsApp content scenarios	Content validation testing

Verification Points

Primary_Verification: WhatsApp communication action successfully configured with formatting, character limits, and sequential timing per AC5, AC6
Secondary_Verifications: Rich formatting functional, emoji support working, character counting accurate, compliance requirements clear
Negative_Verification: Character limits enforced, invalid formatting rejected, compliance requirements validated

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: UX03US04_TC_005, UX03US04_TC_006
Blocked_Tests: Multi-channel workflow completion tests
Parallel_Tests: UX03US04_TC_014 (In-app notifications)
Sequential_Tests: Workflow preview and execution tests

Additional Information

Notes: WhatsApp Business API integration requires special compliance and opt-in considerations for utility communications
Edge_Cases: International phone numbers, emoji encoding, rich media support, message thread handling
Risk_Areas: WhatsApp API reliability, compliance requirements, message delivery confirmation
Security_Considerations: Phone number validation, opt-in verification, message content sanitization, API key security

Missing Scenarios Identified

Scenario_1: WhatsApp message template approval workflow
Type: Compliance
Rationale: WhatsApp Business API requires template approval for certain message types
Priority: P2

Scenario_2: WhatsApp delivery status webhook handling
Type: Integration
Rationale: Real-time delivery status updates from WhatsApp API
Priority: P3

Test Case 14: In-App Notification Action Configuration

Test Case Metadata

Test Case ID: UX03US04_TC_014
Title: Configure in-app notification actions with comprehensive notification styling, targeting, and persistence validation
Created By: Hetal
Created Date: 2025-08-18
Version: 1.0

Classification

Module/Feature: Communication Workflows
Test Type: Functional
Test Level: Integration
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Communication Services, UI, Database, In-App-Notifications, MOD-Communication, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Integration-Testing, Report-Quality-Dashboard, Report-User-Acceptance, Report-Customer-Segment-Analysis, Customer-All, Risk-Medium, Business-Medium, Revenue-Impact-Low, Integration-Notifications, Context-In-App-Actions, 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: Medium
Expected_Execution_Time: 10 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Low

Coverage Tracking

Feature_Coverage: In-App Notification Coverage
Integration_Points: Notification system, User presence detection, UI notification components
Code_Module_Mapped: CX-Web, Notification-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Requirements Traceability

Related_Requirements: AC5 - Multiple communication channels including in-app, AC6 - Character limits for in-app notifications
Related_Bugs: N/A
Related_Test_Cases: UX03US04_TC_005, UX03US04_TC_006, UX03US04_TC_013 (other communication channels)

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: In-app notification system, User session management, Notification persistence service
Performance_Baseline: Notification creation < 300ms, Display rendering < 100ms
Data_Requirements: WF005 workflow with other actions configured, Notification styling options, Character limit test content

Prerequisites

Setup_Requirements: Previous communication actions configured, In-app notification system operational, User session active
User_Roles_Permissions: Utility Admin with in-app notification creation permissions
Test_Data: WF005 with multi-channel actions, In-app content: "🔔 Service Update: Your UtilityConnect account has new features available! Click here to explore the enhanced dashboard and improved bill management tools."
Prior_Test_Cases: Other communication channel test cases for multi-channel workflow setup

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Click "Add Communication Action" for in-app notification	Communication channel modal shows In-app option with bell icon, notification description available	Fourth action in sequence	In-app channel availability - AC5
2	Select "In-app" communication channel	In-app notification configuration form opens with notification content field, styling options, character counter visible	"In-app" channel selection	In-app action interface - AC5
3	Verify in-app notification styling options	Styling options available: notification type (info, success, warning, error), icon selection, color themes	Notification styling controls	In-app customization options
4	Configure notification type and icon	Select "info" notification type, choose appropriate icon (service, announcement, feature), preview updates accordingly	"info" type with service icon	Notification appearance configuration
5	Enter in-app notification content	Content field accepts text input, character counter shows count against limit, rich text options available	"🔔 Service Update: Your UtilityConnect account has new features available!..." (145 characters)	Content creation - AC6
6	Test in-app notification character limits	Test character limit boundary (assume 1024 like WhatsApp), counter updates, warning at approach to limit	Character limit testing content	Character limit validation - AC6
7	Configure notification persistence settings	Options for notification display: "Until dismissed", "Auto-dismiss after X seconds", "Persistent until action taken"	"Auto-dismiss after 30 seconds"	Notification behavior configuration
8	Set notification priority and targeting	Priority levels available: High, Medium, Low affecting display prominence, targeting options for user roles	"Medium" priority, "All users" targeting	Priority and targeting settings
9	Configure notification timing in sequence	Timing options: "After previous action" with delay configuration, immediate delivery, scheduled delivery	"1 week after previous action"	Sequential timing - AC7
10	Test notification action configuration	Optional action buttons: "Learn More", "Dismiss", "Take Action" with URL or function assignment	"Learn More" button with dashboard URL	Interactive notification elements
11	Verify notification preview functionality	Preview shows notification as it will appear to users: styling, content, action buttons, timing information	In-app notification preview	Preview functionality - AC9
12	Configure notification delivery conditions	Delivery requirements: user must be logged in, active session required, notification deduplication	Active session requirement	Delivery condition configuration
13	Add in-app notification to workflow	Click "Add Action", notification added to sequence showing "Action 4: In-app notification" with content preview	Complete in-app configuration	In-app action creation - AC5
14	Verify complete multi-channel workflow	Workflow sequence shows: Email, SMS, WhatsApp, In-app with proper timing intervals and content previews	Complete 4-channel workflow	Multi-channel sequence validation

Verification Points

Primary_Verification: In-app notification action successfully configured with styling, timing, and content per AC5, AC6
Secondary_Verifications: Styling options functional, character limits appropriate, targeting works correctly
Negative_Verification: Character limits enforced, invalid configurations rejected, delivery conditions validated

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Other communication channel test cases
Blocked_Tests: Complete workflow execution tests
Parallel_Tests: Other action configuration tests
Sequential_Tests: Workflow preview and deployment tests

Additional Information

Notes: In-app notifications provide immediate user engagement within the application interface
Edge_Cases: User offline scenarios, browser tab inactive, notification stacking, session timeout
Risk_Areas: Notification system performance, user session management, notification persistence
Security_Considerations: Notification content sanitization, user targeting validation, session security

Missing Scenarios Identified

Scenario_1: Notification read/unread status tracking
Type: User Experience
Rationale: Users need to track which notifications they've seen
Priority: P3

Scenario_2: Notification grouping and digest functionality
Type: Feature Enhancement
Rationale: Multiple notifications may need grouping to avoid spam
Priority: P4

Test Case 15: Template Management and Creation

Test Case Metadata

Test Case ID: UX03US04_TC_015
Title: Comprehensive template management system with creation, editing, variable configuration, and library organization
Created By: Hetal
Created Date: 2025-08-18
Version: 1.0

Classification

Module/Feature: Communication Workflows
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Communication Services, UI, Database, Template-Management, MOD-Communication, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-User-Acceptance, Report-Engineering, Report-Customer-Segment-Analysis, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Templates, Context-Template-System, 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: 20 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: Template System Coverage
Integration_Points: Template storage, Variable resolution system, Content management
Code_Module_Mapped: CX-Web, Template-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: AC8 - Create new messages or use existing templates, Template Management section from user story
Related_Bugs: N/A
Related_Test_Cases: UX03US04_TC_005 (Template usage), UX03US04_TC_010 (Template preview)

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Template storage system, Rich text editor, Variable system, Content validation service
Performance_Baseline: Template creation < 2 seconds, Template library load < 1 second
Data_Requirements: Existing template library, Variable definitions, Content samples for different channels

Prerequisites

Setup_Requirements: Template management system accessible, Rich text editor operational, Variable system configured
User_Roles_Permissions: Utility Admin with template creation and management permissions
Test_Data: Template content samples, Variable definitions: [Customer.FirstName], [Customer.Email], [Company.Name], [Service.Type]
Prior_Test_Cases: Basic workflow creation tests for template usage context

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Templates section from main navigation	Templates page loads showing "Template Management" title, template library grid, "New Template" button visible	Templates navigation	Template management access
2	Verify existing template library display	Template library shows existing templates: TPL001 "welcome_template", TPL002 "payment_reminder_template" with thumbnails and metadata	Existing template library	Template library structure
3	Click "New Template" button to create template	Template creation form opens with fields: "Template Name", "Description", "Channel Type", "Content"	"New Template" creation	Template creation interface
4	Configure basic template information	Enter template name, description, select channel type (Email), form validation active for required fields	TPL006 "Service_Completion_Template", "Notification for completed service installations", "Email"	Basic template configuration
5	Access rich text editor for template content	Rich text editor loads with formatting toolbar: bold, italic, lists, links, variable insertion button	Content editor interface	Rich text editing capabilities
6	Insert template variables using variable picker	Variable picker shows available variables categorized: Customer (FirstName, LastName, Email), Company (Name, Address), Service (Type, ID)	Variable insertion interface	Variable system integration
7	Create template content with mixed variables	Template content created with variables embedded: "Dear [Customer.FirstName], Your [Service.Type] installation is complete..."	Email template with variables	Variable placement in content
8	Test template content formatting	Rich text formatting applied: bold headers, bullet points, hyperlinks, formatting preserved in template	Formatted template content	Content formatting support
9	Configure template metadata and categories	Template categories: "Onboarding", "Billing", "Service", "Support", tags for organization, approval status	"Service" category, "completion, installation" tags	Template organization
10	Validate template before saving	Template validation checks: variable syntax correct, content formatting valid, required fields complete	Template validation process	Content validation
11	Save new template to library	Template saved successfully, assigned TPL006 ID, appears in template library with correct metadata	Template save operation	Template persistence
12	Test template editing functionality	Select existing template for editing, modification interface loads, changes can be made and saved	Edit TPL006 template	Template modification
13	Verify template versioning system	Template versions tracked, modification history available, previous versions can be restored if needed	Template version history	Version control
14	Test template usage in workflow creation	Create new workflow, select template from library, template content populated correctly with variables intact	Use TPL006 in new workflow	Template integration with workflows
15	Validate template variable resolution preview	Template preview shows resolved variables with sample data: "[Customer.FirstName]" shows as "John", content renders correctly	Variable resolution preview	Template preview with data

Verification Points

Primary_Verification: Template management system fully functional with creation, editing, organization, and variable support per AC8
Secondary_Verifications: Rich text editing works, variable system integrated, versioning functional, library organization effective
Negative_Verification: Invalid templates rejected, variable syntax validated, unauthorized access prevented

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: Basic system setup and navigation tests
Blocked_Tests: Advanced workflow creation with templates
Parallel_Tests: Other content management tests
Sequential_Tests: Template usage in workflows, template approval workflows

Additional Information

Notes: Template system critical for content consistency and brand compliance across all communications
Edge_Cases: Large template libraries, complex variable structures, template inheritance, multi-language support
Risk_Areas: Template storage performance, variable resolution accuracy, content validation reliability
Security_Considerations: Template access control, content sanitization, variable injection prevention, approval workflows

Missing Scenarios Identified

Scenario_1: Template approval workflow for compliance
Type: Business Process
Rationale: Utility communications may require regulatory approval
Priority: P2

Scenario_2: Template sharing and collaboration features
Type: User Experience
Rationale: Multiple users may need to collaborate on template creation
Priority: P3

Test Case 16: Target List and Audience Segmentation

Test Case Metadata

Test Case ID: UX03US04_TC_016
Title: Comprehensive audience targeting and customer list management with segmentation criteria, filtering, and dynamic list generation
Created By: Hetal
Created Date: 2025-08-18
Version: 1.0

Classification

Module/Feature: Communication Workflows
Test Type: Functional
Test Level: Integration
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Communication Services, Database, Customer-Management, MOD-Communication, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Customer-Segment-Analysis, Report-Quality-Dashboard, Report-Engineering, Report-Integration-Testing, Customer-All, Risk-Medium, Business-High, Revenue-Impact-High, Integration-Customer-Database, Context-Audience-Targeting, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
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: 18 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: Audience Segmentation Coverage
Integration_Points: Customer database, Segmentation engine, List management system
Code_Module_Mapped: CX-Web, Customer-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Customer-Segment-Analysis, Integration-Testing, Quality-Dashboard
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Audience Targeting section from user story, Target specific customer lists, Customer segmentation
Related_Bugs: N/A
Related_Test_Cases: UX03US04_TC_002 (Workflow creation), UX03US04_TC_003 (Trigger configuration)

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Customer database, Segmentation service, List management API, Data filtering engine
Performance_Baseline: List generation < 3 seconds, Segmentation query < 2 seconds
Data_Requirements: Customer database with 1000+ records, Segmentation criteria, Existing customer lists

Prerequisites

Setup_Requirements: Customer database populated, List management system operational, Segmentation service configured
User_Roles_Permissions: Utility Admin with customer data access and list management permissions
Test_Data: LST001 "New Customers", LST002 "High Usage Customers", LST003 "Payment Overdue", Customer segments: Residential, Commercial, Industrial
Prior_Test_Cases: Customer data import and management tests must be completed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Lists section from main navigation	Lists management page loads showing "Customer Lists" title, existing lists displayed, "New List" button available	Lists page navigation	List management access
2	Verify existing customer lists display	List library shows: LST001 "New Customers" (245 members), LST002 "High Usage Customers" (156 members), LST003 "Payment Overdue" (23 members)	Existing customer lists	List library structure
3	Click "New List" to create targeted customer list	List creation form opens with options: "Static List" (manual selection), "Dynamic List" (criteria-based), "Imported List" (CSV upload)	"New List" creation options	List creation interface
4	Select "Dynamic List" for criteria-based segmentation	Dynamic list configuration form shows segmentation criteria: Customer Type, Service Status, Payment History, Usage Patterns, Geographic Location	"Dynamic List" selection	Dynamic segmentation interface
5	Configure customer type segmentation criteria	Customer type options: "Residential", "Commercial", "Industrial", multiple selection allowed, criteria logic "AND/OR" available	"Residential" customer type	Customer type filtering
6	Add service status criteria to segmentation	Service status options: "Active", "Suspended", "New Connection", "Disconnected", status filtering combined with customer type	"Active" service status	Service status segmentation
7	Configure geographic location targeting	Location criteria: State/Province, City, ZIP/Postal Code, Service Area, radius-based selection available	"Pune, Maharashtra" location	Geographic targeting
8	Add payment history segmentation criteria	Payment criteria: "Current", "1-30 days overdue", "30-60 days overdue", "60+ days overdue", payment pattern analysis	"Current" payment status	Payment-based segmentation
9	Test usage pattern segmentation	Usage criteria: "Low usage" (<100 units), "Medium usage" (100-500 units), "High usage" (>500 units), consumption-based filtering	"High usage" customers	Usage-based targeting
10	Preview dynamic list results	System calculates matching customers, shows count "147 customers match your criteria", sample customer list preview available	147 matching customers	Segmentation results preview
11	Save dynamic customer list	List saved as LST004 "High Usage Pune Residential", criteria stored, automatic refresh schedule configured	LST004 "High Usage Pune Residential"	Dynamic list creation
12	Test static list creation with manual selection	Create static list, customer search/browse interface, manual customer selection with checkboxes, bulk actions available	LST005 "VIP Customers" static list	Manual list creation
13	Import customer list from CSV file	CSV import interface, file upload, column mapping, validation of customer data, import progress tracking	CSV file with 50 customer records	List import functionality
14	Use target list in workflow configuration	Create new workflow, target list dropdown shows all available lists: LST001-LST005, list member count displayed	Select LST004 in workflow	List usage in workflows
15	Verify audience type and target list compatibility	Audience type "Residential" compatible with "High Usage Pune Residential" list, validation ensures consistency	Audience and list alignment	Compatibility validation

Verification Points

Primary_Verification: Customer list management and audience segmentation fully functional with dynamic criteria and workflow integration
Secondary_Verifications: Segmentation criteria accurate, list generation performance acceptable, workflow integration seamless
Negative_Verification: Invalid criteria rejected, performance maintained with large datasets, data privacy maintained

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: Customer data management tests
Blocked_Tests: Advanced workflow targeting tests
Parallel_Tests: Customer management system tests
Sequential_Tests: Workflow execution with targeted audiences

Additional Information

Notes: Audience targeting critical for personalized communication and compliance with customer preferences
Edge_Cases: Large customer databases, complex segmentation criteria, real-time list updates, customer data changes
Risk_Areas: Database performance with large queries, data privacy compliance, segmentation accuracy
Security_Considerations: Customer data access control, PII protection, data export restrictions, audit logging

Missing Scenarios Identified

Scenario_1: Customer opt-out and preference management integration
Type: Compliance
Rationale: Customers must be able to control communication preferences
Priority: P1

Scenario_2: List performance optimization for very large customer bases
Type: Performance
Rationale: Utility companies may have millions of customers
Priority: P2

Test Case 17: Role-Based Access Control Testing

Test Case Metadata

Test Case ID: UX03US04_TC_017
Title: Comprehensive role-based access control validation for all user roles with permission testing, workflow visibility, and action restrictions
Created By: Hetal
Created Date: 2025-08-18
Version: 1.0

Classification

Module/Feature: Communication Workflows
Test Type: Security
Test Level: System
Priority: P1-Critical
Execution Phase: Security
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Security, Communication Services, API, Database, Access-Control, MOD-Communication, P1-Critical, Phase-Security, Type-Security, Platform-Web, Report-Engineering, Report-Security-Validation, Report-Quality-Dashboard, Report-Regression-Coverage, Report-Customer-Segment-Analysis, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Authentication, Context-RBAC, Security-Testing]

Business Context

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

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 25 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: RBAC Security Coverage
Integration_Points: Authentication service, Authorization system, Role management
Code_Module_Mapped: CX-Web, Auth-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Security-Validation, Quality-Dashboard, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: User roles from user story: Utility Admin, Customer Service Manager, Billing Manager, Meter Manager, Consumer
Related_Bugs: N/A
Related_Test_Cases: All functional test cases depend on proper role-based access

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Authentication service, Role management system, Permission validation service, Audit logging
Performance_Baseline: Permission check < 100ms, Role validation < 200ms
Data_Requirements: User accounts for each role, Role permission matrix, Test workflows for each role

Prerequisites

Setup_Requirements: All user roles configured, Permission matrix defined, Test accounts created for each role, Audit logging enabled
User_Roles_Permissions: Test accounts: USR001 (Utility Admin), USR002 (CSM), USR003 (Billing Manager), USR004 (Meter Manager), USR005 (Consumer)
Test_Data: Role-specific test workflows, Permission validation scenarios, Access control test cases
Prior_Test_Cases: User authentication and basic system access tests

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Login as Utility Admin (USR001)	Full access granted to Communication Workflows, all features visible, no restrictions on workflow creation/editing	USR001: admin@utilityconnect.com	Utility Admin full access
2	Verify Utility Admin workflow creation capabilities	Can create all workflow types, access all trigger options, configure all communication channels, manage templates	Create workflow with all features	Admin workflow permissions
3	Test Utility Admin workflow management permissions	Can edit any workflow, delete workflows, view all execution history, access all customer lists	Full workflow management access	Admin management rights
4	Login as Customer Service Manager (USR002)	Access to Communication Workflows granted, limited to customer engagement workflows, onboarding and re-engagement features visible	USR002: csm@utilityconnect.com	CSM role access
5	Verify CSM workflow creation restrictions	Can create customer-focused workflows, access to consumer audience types, limited template access to customer service templates	Customer onboarding workflow creation	CSM workflow limitations
6	Test CSM workflow visibility and editing	Can view/edit own workflows, limited view of other workflows, cannot delete workflows created by admins	CSM workflow access scope	CSM edit restrictions
7	Login as Billing Manager (USR003)	Access to billing-related workflows only, payment reminder templates, billing audience types, billing event triggers	USR003: billing@utilityconnect.com	Billing Manager access
8	Verify Billing Manager workflow restrictions	Can create payment/billing workflows, access to billing triggers (Payment-Received), billing templates only	Payment reminder workflow	Billing-specific permissions
9	Test Billing Manager data access limitations	Can view billing-related customer lists, no access to service or technical customer data, billing metrics only	Billing customer lists access	Billing data restrictions
10	Login as Meter Manager (USR004)	Access to meter/service-related workflows, field technician communications, service completion notifications	USR004: meter@utilityconnect.com	Meter Manager access
11	Verify Meter Manager workflow capabilities	Can create service-related workflows, access to technician audience types, meter reading templates, service event triggers	Service completion workflow	Meter Manager permissions
12	Test Meter Manager field operation focus	Workflows focused on field operations, customer notifications about service visits, meter reading schedules	Field operation workflows	Field-focused capabilities
13	Login as Consumer (USR005) - if applicable	Read-only access to personal communication preferences, cannot create workflows, can view own communication history	USR005: consumer@utilityconnect.com	Consumer access level
14	Verify Consumer access restrictions	No workflow creation access, cannot view other customer data, limited to personal preference management	Consumer self-service only	Consumer limitations
15	Test cross-role access prevention	Each role cannot access features outside their scope, proper error messages for unauthorized access attempts	Cross-role access attempts	Access control validation
16	Verify audit logging for role-based actions	All role-based access attempts logged, unauthorized access attempts recorded, proper audit trail maintained	Role access audit logs	Security audit validation

Verification Points

Primary_Verification: Role-based access control properly restricts and grants permissions according to user roles and business requirements
Secondary_Verifications: Audit logging functional, error messages appropriate, role transitions secure
Negative_Verification: Unauthorized access prevented, privilege escalation blocked, data leakage prevented

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: High
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Authentication and user management tests
Blocked_Tests: All functional workflow tests depend on proper RBAC
Parallel_Tests: Other security validation tests
Sequential_Tests: Advanced permission and compliance tests

Additional Information

Notes: RBAC critical for utility compliance and data protection, prevents unauthorized access to customer data
Edge_Cases: Role changes during active sessions, multiple role assignments, temporary role elevation
Risk_Areas: Authentication system reliability, role definition accuracy, permission validation performance
Security_Considerations: Session management, role tampering prevention, audit trail integrity, compliance reporting

Missing Scenarios Identified

Scenario_1: Role inheritance and delegation testing
Type: Security Enhancement
Rationale: Complex organizations may need role delegation capabilities
Priority: P3

Scenario_2: Dynamic role assignment based on organizational changes
Type: Business Logic
Rationale: User roles may change based on job functions
Priority: P2

Test Case 18: External Service Integration Testing

Test Case Metadata

Test Case ID: UX03US04_TC_018
Title: Comprehensive external service integration validation for email, SMS, WhatsApp services with error handling, failover, and performance testing
Created By: Hetal
Created Date: 2025-08-18
Version: 1.0

Classification

Module/Feature: Communication Workflows
Test Type: Integration
Test Level: Integration
Priority: P1-Critical
Execution Phase: Integration
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Integration-Testing, Communication Services, API, External-Systems, MOD-Communication, P1-Critical, Phase-Integration, Type-Integration, Platform-Web, Report-Engineering, Report-Integration-Testing, Report-API-Test-Results, Report-Performance-Metrics, Report-Quality-Dashboard, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Critical, Integration-External-Services, Context-Service-Integration, External-Dependencies]

Business Context

Customer_Segment: All
Revenue_Impact: Critical
Business_Priority: Must-Have
Customer_Journey: System-Integration
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 30 minutes
Reproducibility_Score: Medium
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: External Integration Coverage
Integration_Points: Email service API, SMS gateway, WhatsApp Business API, Service monitoring
Code_Module_Mapped: CX-Web, Integration-Services
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Integration-Testing, API-Test-Results, Performance-Metrics
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: Critical

Requirements Traceability

Related_Requirements: External system integration, Multi-channel communication delivery, Service reliability
Related_Bugs: N/A
Related_Test_Cases: All communication action test cases depend on external service integration

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Email service provider, SMS gateway service, WhatsApp Business API, Service monitoring tools, Failover systems
Performance_Baseline: Email delivery < 30 seconds, SMS delivery < 5 seconds, WhatsApp delivery < 10 seconds
Data_Requirements: Test email addresses, verified phone numbers, WhatsApp Business account, Service credentials

Prerequisites

Setup_Requirements: All external services configured, API credentials valid, Test accounts for each service, Monitoring systems active
User_Roles_Permissions: System admin access to integration configurations
Test_Data: INT001-INT003 integration test workflows, Valid test recipients, Service authentication tokens
Prior_Test_Cases: Basic workflow creation and API connectivity tests

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Test email service integration connectivity	Connection to email service API successful, authentication validated, service status "Connected"	Email service API endpoint	Email service connectivity
2	Execute workflow with email action	Email delivered successfully to test recipient, delivery confirmation received, execution status "Completed"	INT001 workflow with email to test@utilityconnect.com	Email delivery validation
3	Verify email delivery tracking and status	Email delivery status tracked: "Sent", "Delivered", "Opened" (if supported), timestamps accurate	Email delivery tracking data	Email service integration
4	Test SMS gateway integration connectivity	SMS service API connection successful, authentication valid, gateway status "Active", credit balance available	SMS gateway API endpoint	SMS service connectivity
5	Execute workflow with SMS action	SMS delivered to test phone number, delivery receipt received, message status "Delivered"	INT002 workflow with SMS to +91-9876543210	SMS delivery validation
6	Verify SMS delivery confirmation handling	SMS delivery status tracked through gateway API, failure reasons captured if delivery fails	SMS delivery status tracking	SMS service integration
7	Test WhatsApp Business API integration	WhatsApp API connection established, business account verified, webhook configuration active	WhatsApp Business API	WhatsApp service connectivity
8	Execute workflow with WhatsApp action	WhatsApp message delivered, business messaging compliance maintained, delivery status tracked	INT003 workflow with WhatsApp message	WhatsApp delivery validation
9	Test multi-channel workflow integration	Execute workflow with all three channels, services coordinate properly, no interference between channels	Multi-channel workflow execution	Multi-service coordination
10	Simulate email service failure scenario	Disable email service, workflow handles failure gracefully, error logged, alternative action taken if configured	Email service downtime simulation	Email failover testing
11	Test SMS gateway failure handling	Simulate SMS gateway unavailability, system detects failure, appropriate error handling, retry mechanism activated	SMS service failure simulation	SMS error handling
12	Verify WhatsApp API rate limiting handling	Test rate limit scenarios, system respects API limits, queuing mechanism active, no message loss	WhatsApp rate limiting test	Rate limiting compliance
13	Test service health monitoring integration	Health monitoring detects service status, alerts triggered for service failures, dashboard shows service status	Service health monitoring	Integration monitoring
14	Validate error notification system	Service failures trigger notifications to admin users, error details provided, resolution guidance available	Service failure notifications	Error notification system
15	Test service restoration and recovery	Services come back online, queued messages processed, workflow execution resumes, no data loss	Service restoration testing	Recovery mechanism validation

Verification Points

Primary_Verification: All external services integrate properly with reliable delivery, error handling, and monitoring
Secondary_Verifications: Performance benchmarks met, failover mechanisms functional, monitoring accurate
Negative_Verification: Service failures handled gracefully, no data loss, security maintained during failures

Test Results (Template)

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: High
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Service configuration and credential setup tests
Blocked_Tests: End-to-end workflow execution tests
Parallel_Tests: Performance and load testing
Sequential_Tests: Disaster recovery and business continuity tests

Additional Information

Notes: External service integration critical for workflow functionality, service reliability directly impacts customer experience
Edge_Cases: Network partitions, service degradation, API version changes, credential expiration
Risk_Areas: Service provider reliability, API rate limits, network connectivity, security credentials
Security_Considerations: API key management, data encryption in transit, service authentication, webhook security

Missing Scenarios Identified

Scenario_1: Multi-region failover testing for global service availability
Type: Resilience
Rationale: Utility companies may need global service coverage
Priority: P2

Scenario_2: Service provider migration and dual-provider setup
Type: Business Continuity
Rationale: Need ability to switch service providers without downtime
Priority: P3

Test Case 19: Comprehensive Error Handling and Recovery

Test Case Metadata

Test Case ID: UX03US04_TC_019
Title: Comprehensive error handling and system recovery testing covering network failures, data corruption, service outages, and user error scenarios
Created By: Hetal
Created Date: 2025-08-18
Version: 1.0

Classification

Module/Feature: Communication Workflows
Test Type: Error Handling
Test Level: System
Priority: P1-Critical
Execution Phase: Reliability
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Negative, Error-Handling, Communication Services, API, Database, Recovery-Testing, MOD-Communication, P1-Critical, Phase-Reliability, Type-Error-Handling, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Performance-Metrics, Report-Security-Validation, Report-Integration-Testing, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Error-Recovery, Context-System-Reliability, Error-Scenarios]

Business Context

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

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 35 minutes
Reproducibility_Score: Medium
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: Error Handling Coverage
Integration_Points: All system components, Database, External services, User interface
Code_Module_Mapped: CX-Web, Error-Handler-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Performance-Metrics, Security-Validation
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Error Handling section from business rules, System reliability, Data integrity
Related_Bugs: N/A
Related_Test_Cases: All functional test cases require proper error handling

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: All system components, Network simulation tools, Database fault injection, Service monitoring
Performance_Baseline: Error recovery < 30 seconds, Data consistency maintained, User notification < 5 seconds
Data_Requirements: Test workflows for error scenarios, Backup data, Recovery test cases

Prerequisites

Setup_Requirements: Error simulation tools configured, Monitoring systems active, Backup systems operational, Recovery procedures documented
User_Roles_Permissions: System admin access for error simulation and recovery testing
Test_Data: ERR001-ERR010 error test scenarios, Recovery test workflows, Data integrity validation sets
Prior_Test_Cases: Normal operation test cases to establish baseline

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Simulate network connectivity failure during workflow creation	System detects network failure, shows user-friendly error message, auto-saves form data, provides retry mechanism	Network disconnection simulation	Network failure handling
2	Test recovery from network failure	Network restored, auto-saved data recovered, user can continue workflow creation, no data loss occurred	Data recovery validation	Network recovery testing
3	Simulate database connection failure during workflow execution	Database failure detected, workflow execution paused, error logged, admin notification triggered	Database connection simulation	Database failure handling
4	Verify database failover and recovery	Secondary database activated, workflow execution resumes, data consistency maintained, minimal downtime	Database failover testing	Database recovery validation
5	Test user input validation error handling	Invalid data submitted, clear error messages displayed, form highlights problematic fields, guidance provided	Invalid workflow configuration	Input validation errors
6	Simulate browser crash during workflow creation	Browser crash detected, session recovery available on restart, work-in-progress saved, user can resume	Browser crash simulation	Browser crash recovery
7	Test session timeout error handling	Session expires during work, timeout warning displayed, option to extend session, data preservation mechanisms	Session timeout scenario	Session management errors
8	Simulate external service API failure	API failure detected, fallback mechanism activated, user notified of service issue, retry logic engaged	External API failure simulation	External service errors
9	Test workflow execution with partial service failures	Some services available, others failed, system continues with available services, failed actions queued for retry	Mixed service availability	Partial failure handling
10	Verify data corruption detection and recovery	Data corruption detected, integrity checks trigger, backup data restored, user notified of recovery action	Data corruption simulation	Data integrity protection
11	Test concurrent user conflict resolution	Multiple users edit same workflow, conflict detected, merge options provided, data consistency maintained	Concurrent editing scenario	Concurrency error handling
12	Simulate system overload conditions	High load detected, rate limiting activated, user queuing implemented, performance degradation managed	System overload simulation	Load-based error handling
13	Test file upload error scenarios	Large file upload fails, progress tracking accurate, resume capability available, clear error messaging	File upload failure testing	Upload error handling
14	Verify audit trail during error conditions	All errors logged with context, user actions tracked, system state recorded, recovery actions documented	Error audit validation	Error logging verification
15	Test complete system recovery procedures	Full system restart after critical failure, all workflows recovered, data integrity verified, services restored	Complete system recovery	Disaster recovery testing

Verification Points

Primary_Verification: All error scenarios handled gracefully with proper user notification, data preservation, and system recovery
Secondary_Verifications: Error messages clear and actionable, recovery mechanisms functional, audit trails complete
Negative_Verification: No data loss during errors, no security breaches during failure states, no system instability

Test Results (Template)

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: Basic system functionality tests
Blocked_Tests: Advanced reliability and performance tests
Parallel_Tests: Security and penetration testing
Sequential_Tests: Business continuity and disaster recovery tests

Additional Information

Notes: Error handling critical for utility operations where communication failures can impact customer safety and service
Edge_Cases: Cascading failures, memory leaks during errors, corrupt configuration files, network partitions
Risk_Areas: Data consistency during failures, error propagation, recovery time objectives, user experience during errors
Security_Considerations: Error information disclosure prevention, secure error logging, authentication during recovery, data protection during failures

Missing Scenarios Identified

Scenario_1: Automated error recovery with machine learning patterns
Type: Enhancement
Rationale: System could learn from error patterns to improve automatic recovery
Priority: P4

Scenario_2: Customer communication during system errors
Type: Business Continuity
Rationale: Customers need to be informed about service disruptions
Priority: P2

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Test Case 1: Navigate to Workflow Creation Interface

Test Case Metadata

Classification

Enhanced Tags for 17 Reports Support

Business Context

Quality Metrics

Coverage Tracking

Stakeholder Reporting

Requirements Traceability

Test Environment

Prerequisites

Test Procedure

Verification Points

Test Results (Template)

Execution Analytics

Test Relationships

Additional Information

Missing Scenarios Identified

Test Case 2: Workflow Creation Form Validation

Test Case Metadata

Classification

Enhanced Tags for 17 Reports Support

Business Context

Quality Metrics

Coverage Tracking

Stakeholder Reporting

Requirements Traceability

Test Environment

Prerequisites

Test Procedure

Verification Points

Test Results (Template)

Execution Analytics

Test Relationships