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Message Template Management System Test Case - UX06US06

Test Case 1 - Create Email Template

Test Case ID: UX06US06_TC_001
Title: Create Email Template Successfully Using Sample Data from User Story
Created By: Hetal
Created Date: August 19, 2025
Version: 1.0

Classification:

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

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Consumer, Email-Channel, MOD-Templates, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Smoke-Test-Results, Report-Module-Coverage, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-Medium, Integration-CxServices, Context-Core-Functionality, Happy-Path

Business Context:

  • Customer_Segment: All (Enterprise/SMB/All)
  • Revenue_Impact: Medium (Template creation directly impacts customer communication efficiency)
  • Business_Priority: Must-Have (Core functionality for consistent customer communications)
  • Customer_Journey: Daily-Usage (Templates used in daily customer interactions)
  • Compliance_Required: Yes (Regulatory compliance across all templates)
  • SLA_Related: Yes (Template creation must meet performance standards)

Quality Metrics:

  • Risk_Level: Medium (Core functionality with customer impact)
  • Complexity_Level: Medium (Multi-step process with validation)
  • Expected_Execution_Time: 3 minutes
  • Reproducibility_Score: High (Deterministic process with clear steps)
  • Data_Sensitivity: Medium (Customer communication templates)
  • Failure_Impact: High (Prevents template creation for customer communications)

Coverage Tracking:

  • Feature_Coverage: 25% (Email channel of 4 channels)
  • Integration_Points: CxServices, Communication Hub, Templates API
  • Code_Module_Mapped: CX-Web
  • Requirement_Coverage: Complete (AC1 - Email channel creation)
  • Cross_Platform_Support: Web

Stakeholder Reporting:

  • Primary_Stakeholder: Engineering
  • Report_Categories: Quality-Dashboard, Module-Coverage, Smoke-Test-Results, Engineering
  • Trend_Tracking: Yes (Template creation success rates)
  • Executive_Visibility: Yes (Core functionality metric)
  • Customer_Impact_Level: High (Direct impact on customer communication)

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 115+
  • Device/OS: Windows 10/11
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Authentication service, Template service, Communication Hub, Database
  • Performance_Baseline: Template creation < 2 seconds (from user story performance expectations)
  • Data_Requirements: Sample data from user story section 8

Prerequisites:

  • Setup_Requirements: User logged in as Utility Administrator with full template access
  • User_Roles_Permissions: Full access to create, edit, approve, and manage all templates
  • Test_Data: Samoa Water Authority context, sample template data from user story
  • Prior_Test_Cases: User authentication successful (login verification)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to "Templates" in left sidebar navigation menu

Templates page loads showing "Message Templates" header and "Create, manage and organize message templates for consistent communication across channels" description

N/A

Main navigation from user story UI

2

Verify page shows "Communication Templates" section with "Manage all communication templates for your organization" subtitle

Section visible with "+ New Template" button in top-right corner

N/A

Page layout verification from wireframes

3

Click "+ New Template" button

"Create New Template" modal opens with title "Create a new message template for consistent communication."

N/A

Modal interaction from user story UI

4

Verify "Communication Channel" section with label and asterisk (*)

Radio buttons visible: Email (selected by default), SMS, WhatsApp, In-App

Channel: Email

Required field validation from business rules

5

Confirm Email is pre-selected

Email radio button selected, other channels unselected

Channel: Email

Default selection behavior

6

Verify "Template Format" section appears

Radio buttons visible: PlainText, RichText, Html with asterisk (*)

Format: Available options

Format selection from AC2

7

Select "Html" format

Html radio button selected, format-specific editor appears

Format: Html

HTML format selection for rich email content

8

Fill "Template Name" field with sample data

Field accepts input, no validation errors

Template Name: "Monthly Report Template"

Sample data from user story section 8

9

Fill "Description" field

Field accepts multi-line input

Description: "Template for sending monthly energy usage reports to customers"

Sample description from user story

10

Click "Category" dropdown

Dropdown opens showing categories: Reports, Billing, Notifications, Onboarding, Alerts, Reminders

N/A

Predefined categories from AC3

11

Select "Reports" category

Category selected, dropdown closes, "Reports" displayed

Category: Reports

Sample category from user story

12

Click "Add" button next to category (if present)

Category confirmed and saved

N/A

Category confirmation step

13

Add tags in "Tags" field

Tags input field accepts comma-separated values

Tags: "report, monthly, usage"

Sample tags from user story data

14

Click "Add" button for tags

Tags added and displayed as individual tag elements

Tags: "report", "monthly", "usage"

Tag addition confirmation

15

Fill "Subject" field (Email-specific)

Subject field accepts input with character count

Subject: "Your Monthly Energy Report - {{report.month}} {{report.year}}"

Email subject with placeholders from sample

16

Enter message content in HTML editor

HTML editor accepts rich content with placeholders

Content: Sample HTML from user story section 8

HTML content with customer placeholders

17

Click "Insert Placeholder" button

Placeholder dropdown/modal opens with available options

N/A

Placeholder functionality from AC8

18

Select customer placeholder

Placeholder inserted at cursor position in correct format

Placeholder: {{customer.firstName}}

Dynamic content insertion

19

Verify template validation

All required fields completed, no error messages

N/A

Validation state before save

20

Click "Create Template" button

Template created successfully, modal closes, success message appears

N/A

Template creation completion

Verification Points:

  • Primary_Verification: Template appears in template list with Email channel icon, "Reports" category, and "Monthly Report Template" name
  • Secondary_Verifications: Template shows "Created By: Current User", creation timestamp, HTML format indicator, and all entered tags
  • Negative_Verification: No error messages displayed, template not saved as draft unintentionally

Test Results (Template):

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Template for recording actual behavior during execution]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time taken vs 3-minute expectation]
  • Defects_Found: [Bug IDs if issues discovered]
  • Screenshots_Logs: [Evidence references for verification]

Execution Analytics:

  • Execution_Frequency: Daily (Smoke test suite)
  • Maintenance_Effort: Low (Stable UI and functionality)
  • Automation_Candidate: Yes (Deterministic steps, good ROI)

Test Relationships:

  • Blocking_Tests: User authentication, Template service availability
  • Blocked_Tests: Template editing (TC_015), Template usage workflows
  • Parallel_Tests: TC_002, TC_003, TC_004 (other channel creation)
  • Sequential_Tests: Must complete before template editing/usage tests

Additional Information:

  • Notes: Uses exact sample data from user story section 8 for realistic testing
  • Edge_Cases: HTML content validation, placeholder format verification
  • Risk_Areas: Template creation performance, HTML editor functionality
  • Security_Considerations: Input validation for HTML content, user authorization

Missing Scenarios Identified:

  • Scenario_1: Template preview functionality before saving

  • Type: Integration (Preview with actual data)

  • Rationale: Users need to verify template appearance before creation

  • Priority: P2-High

  • Scenario_2: HTML content security validation (XSS prevention)

  • Type: Security (Input sanitization)

  • Rationale: HTML templates could contain malicious content

  • Priority: P1-Critical



Test Case 2 - Create SMS Template 

Test Case ID: UX06US06_TC_002
Title: Create SMS Template with Character Limit Validation Using Service Outage Sample Data
Created By: Hetal
Created Date: August 19, 2025
Version: 1.0

Classification:

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

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Consumer, SMS-Channel, MOD-Templates, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Smoke-Test-Results, Report-Module-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-CxServices, Context-Character-Validation, Happy-Path

Business Context:

  • Customer_Segment: All (Emergency communications critical for all customer types)
  • Revenue_Impact: High (SMS failures can lead to service disruption complaints)
  • Business_Priority: Must-Have (Critical for emergency and service communications)
  • Customer_Journey: Support (Emergency and service notification scenarios)
  • Compliance_Required: Yes (Regulatory requirements for service notifications)
  • SLA_Related: Yes (Emergency communication SLA requirements)

Quality Metrics:

  • Risk_Level: High (Character limit violations prevent SMS delivery)
  • Complexity_Level: Medium (Character counting and validation logic)
  • Expected_Execution_Time: 4 minutes
  • Reproducibility_Score: High (Character validation is deterministic)
  • Data_Sensitivity: Medium (Service outage information)
  • Failure_Impact: Critical (Failed SMS delivery for emergencies)

Coverage Tracking:

  • Feature_Coverage: 25% (SMS channel of 4 channels)
  • Integration_Points: CxServices, SMS Gateway, Character Validation Engine
  • Code_Module_Mapped: CX-Web, SMS-Service
  • Requirement_Coverage: Complete (AC1 - SMS channel + character validation)
  • Cross_Platform_Support: Web

Stakeholder Reporting:

  • Primary_Stakeholder: Engineering
  • Report_Categories: Quality-Dashboard, Module-Coverage, Smoke-Test-Results, Engineering
  • Trend_Tracking: Yes (SMS template creation and character limit compliance)
  • Executive_Visibility: Yes (Critical communication channel)
  • Customer_Impact_Level: Critical (Emergency communication capability)

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 115+
  • Device/OS: Windows 10/11
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Authentication service, Template service, SMS Gateway, Character validation service
  • Performance_Baseline: Character count updates in real-time < 100ms
  • Data_Requirements: Service outage template from user story sample data

Prerequisites:

  • Setup_Requirements: User logged in as Utility Administrator, SMS service configured
  • User_Roles_Permissions: Full access to create templates across all channels
  • Test_Data: "Service Outage Notification" sample from user story section 8
  • Prior_Test_Cases: User authentication, Template service availability

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates page via left sidebar

"Message Templates" page loads with existing templates visible

N/A

Navigation consistency check

2

Click "+ New Template" button

"Create New Template" modal opens with communication channel options

N/A

Modal opening verification

3

Select "SMS" radio button in Communication Channel section

SMS selected, Email/WhatsApp/In-App unselected, SMS-specific options appear

Channel: SMS

SMS channel selection

4

Verify Template Format options for SMS

Only "PlainText" option available (RichText/Html disabled for SMS)

Format: PlainText only

SMS format restrictions

5

Confirm PlainText automatically selected

PlainText radio button selected and other formats grayed out

Format: PlainText

Automatic format selection for SMS

6

Fill Template Name with sample data

Field accepts input without validation errors

Template Name: "Service Outage Notification"

Sample name from user story

7

Fill Description field

Multi-line text field accepts description

Description: "Template for service outage notifications"

Sample description

8

Select Category from dropdown

Dropdown shows all categories, Notifications highlighted

Category: Notifications

Category selection from sample

9

Confirm Notifications category selected

Category field shows "Notifications", dropdown closes

Category: Notifications

Category confirmation

10

Add tags in Tags field

Tags field accepts comma-separated input

Tags: "outage, maintenance, notification"

Sample tags from user story

11

Click "Add" button for tags

Individual tag elements created and displayed

Tags: "outage", "maintenance", "notification"

Tag creation verification

12

Verify character counter initialization

Character counter shows "0/160" in neutral color

Count: 0/160

Initial counter state

13

Enter SMS content from sample data

Content field accepts text, character counter updates in real-time

Content: "Planned Service Outage Alert\n\nPlease be advised of a scheduled service outage in your area on {{outage.date}} from {{outage.startTime}} to {{outage.endTime}}.\n\nFor emergency assistance, call {{company.emergencyNumber}}.\n\nStay updated at {{company.website}}/outages."

Sample SMS content from user story

14

Monitor character count during typing

Counter shows current count vs 160 limit, color changes as limit approaches

Dynamic count updates

Real-time validation

15

Verify character count exceeds limit

Counter shows "438/160" in red color indicating limit exceeded

Count: 438/160 (red)

Limit exceeded state from sample

16

Check validation message

Error message appears: "SMS content exceeds 160 character limit"

Error: Character limit exceeded

Validation error from business rules

17

Verify Create Template button state

Button disabled or shows warning state due to validation error

Button: Disabled/Warning

Button state validation

18

Reduce content to under 160 characters

Edit content to fit SMS constraints while preserving key information

Content: "Service outage on {{outage.date}} {{outage.startTime}}-{{outage.endTime}}. Emergency: {{company.emergencyNumber}}. Updates: {{company.website}}/outages"

Abbreviated content

19

Verify character count compliance

Counter shows green color, count under 160 (e.g., "145/160")

Count: 145/160 (green)

Compliant character count

20

Verify validation error cleared

Error message disappears, Create Template button enabled

No error messages

Validation clearance

21

Click "Create Template" button

Template created successfully, modal closes, appears in template list

N/A

Template creation success

Verification Points:

  • Primary_Verification: SMS template created with character count validation, appears in list with SMS icon and "Notifications" category
  • Secondary_Verifications: Character counter functional, validation prevents over-limit content, placeholders preserved in final content
  • Negative_Verification: Cannot save template with content exceeding 160 characters, HTML/RichText options not available for SMS

Test Results (Template):

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record actual character count behavior and validation responses]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time vs 4-minute expectation]
  • Defects_Found: [Character counting issues, validation problems]
  • Screenshots_Logs: [Character counter screenshots, validation messages]

Execution Analytics:

  • Execution_Frequency: Daily (Critical for emergency communications)
  • Maintenance_Effort: Medium (Character validation logic may need updates)
  • Automation_Candidate: Yes (Character counting logic suitable for automation)

Test Relationships:

  • Blocking_Tests: Template service availability, SMS service configuration
  • Blocked_Tests: SMS template usage in workflows, SMS delivery testing
  • Parallel_Tests: TC_001, TC_003, TC_004 (other channel creation)
  • Sequential_Tests: Must complete before SMS template editing tests

Additional Information:

  • Notes: Character limit of 160 is industry standard for SMS, placeholders count towards limit
  • Edge_Cases: Unicode character handling, placeholder length calculation
  • Risk_Areas: Real-time character counting performance, placeholder expansion in actual SMS
  • Security_Considerations: SMS content validation, placeholder injection prevention

Missing Scenarios Identified:

  • Scenario_1: SMS template preview with actual placeholder data to verify final character count

  • Type: Integration (SMS preview with data)

  • Rationale: Placeholder expansion might cause character limit violations in actual use

  • Priority: P1-Critical

  • Scenario_2: Unicode/emoji character counting accuracy in SMS templates

  • Type: Edge Case (Special character handling)

  • Rationale: Emojis and special characters may count differently in SMS systems

  • Priority: P2-High



Test Case 3 -  Create In-App Template

Test Case ID: UX06US06_TC_003
Title: Create In-App Template with RichText Format Using Usage Alert Sample Data
Created By: Hetal
Created Date: August 19, 2025
Version: 1.0

Classification:

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

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Consumer, InApp-Channel, MOD-Templates, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Smoke-Test-Results, Report-Module-Coverage, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-Medium, Integration-CxServices, Context-RichText-Editor, Happy-Path

Business Context:

  • Customer_Segment: All (In-app notifications critical for user engagement)
  • Revenue_Impact: Medium (Usage alerts help customers manage consumption and costs)
  • Business_Priority: Must-Have (Customer engagement and cost management tool)
  • Customer_Journey: Daily-Usage (Regular monitoring and alerts)
  • Compliance_Required: No (Internal notification system)
  • SLA_Related: Yes (In-app notification delivery requirements)

Quality Metrics:

  • Risk_Level: Medium (In-app delivery less critical than SMS but important for UX)
  • Complexity_Level: Medium (RichText editor functionality and formatting)
  • Expected_Execution_Time: 4 minutes
  • Reproducibility_Score: High (RichText editor behavior is consistent)
  • Data_Sensitivity: Medium (Customer usage pattern information)
  • Failure_Impact: Medium (Affects customer engagement but not critical services)

Coverage Tracking:

  • Feature_Coverage: 25% (In-App channel of 4 channels)
  • Integration_Points: CxServices, In-App Notification Service, RichText Editor
  • Code_Module_Mapped: CX-Web, InApp-Service
  • Requirement_Coverage: Complete (AC1 - In-App channel + AC2 - RichText format)
  • Cross_Platform_Support: Web

Stakeholder Reporting:

  • Primary_Stakeholder: Product
  • Report_Categories: Quality-Dashboard, Module-Coverage, Smoke-Test-Results, Product
  • Trend_Tracking: Yes (In-app notification engagement rates)
  • Executive_Visibility: Yes (Customer engagement metric)
  • Customer_Impact_Level: Medium (User experience enhancement)

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 115+
  • Device/OS: Windows 10/11
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Authentication service, Template service, In-App notification service, RichText editor
  • Performance_Baseline: RichText editor response < 200ms, template creation < 2 seconds
  • Data_Requirements: Usage Alert template from user story sample data

Prerequisites:

  • Setup_Requirements: User logged in as Utility Administrator, In-App notification service configured
  • User_Roles_Permissions: Full access to create templates with RichText formatting
  • Test_Data: "Usage Alert" sample from user story section 8
  • Prior_Test_Cases: User authentication, Template service availability

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Access Templates page through left navigation

Page loads showing existing templates and "+ New Template" button

N/A

Consistent navigation experience

2

Click "+ New Template" button

"Create New Template" modal displays with channel selection options

N/A

Modal interaction consistency

3

Locate Communication Channel section

Radio buttons visible: Email, SMS, WhatsApp, In-App with asterisk (*)

N/A

Required field indication

4

Select "In-App" radio button

In-App option selected, other channels deselected, In-App specific options appear

Channel: In-App

In-App channel selection

5

Verify Template Format options for In-App

All format options available: PlainText, RichText, Html

Formats: All options enabled

In-App format flexibility

6

Select "RichText" format

RichText selected, rich text editor appears with formatting toolbar

Format: RichText

RichText format selection

7

Verify RichText editor toolbar

Formatting options visible: Bold, Italic, Underline, Lists, etc.

Toolbar: Formatting options

RichText editor functionality

8

Fill Template Name field

Field accepts input for template identification

Template Name: "Usage Alert"

Sample name from user story

9

Enter Description

Multi-line description field accepts detailed explanation

Description: "Template for notifying customers of unusual usage patterns"

Sample description from user story

10

Open Category dropdown

All predefined categories visible: Reports, Billing, Notifications, Onboarding, Alerts, Reminders

N/A

Category options verification

11

Select "Alerts" category

Alerts category selected and displayed in field

Category: Alerts

Category from sample data

12

Add template tags

Tags field accepts multiple comma-separated values

Tags: "usage, alert, consumption"

Sample tags from user story

13

Process tag addition

Individual tag elements created and visually displayed

Tags: "usage", "alert", "consumption"

Tag processing verification

14

Verify no Subject field for In-App

Subject field not visible (In-App doesn't use subject lines)

N/A

Channel-specific field validation

15

Enter content in RichText editor

Editor accepts rich text with formatting capabilities

Content Start: "Important Usage Alert"

RichText content beginning

16

Apply Bold formatting to title

Selected text becomes bold, formatting toolbar reflects state

Bold Text: "Important Usage Alert"

Bold formatting test

17

Add line break and continue content

Editor handles line breaks and additional content

Content: Line break + new paragraph

Content structure

18

Apply Italic formatting to emphasis text

Selected text becomes italic, visual formatting applied

Italic Text: "unusual usage patterns"

Italic formatting test

19

Insert placeholder using Insert Placeholder button

Placeholder dropdown opens with available customer/usage variables

N/A

Placeholder functionality

20

Select usage placeholder

Placeholder inserted in correct format within rich text

Placeholder: {{usage.currentMonth}}

Usage data placeholder

21

Add additional placeholders and content

Complete message with multiple placeholders and formatting

Full Content: Rich formatted message with placeholders

Complete message assembly

22

Preview formatted content

Content displays with applied formatting and placeholder syntax

Preview: Formatted text with {{placeholders}}

Content preview verification

23

Validate all required fields completed

No validation errors, all mandatory fields filled

Validation: No errors

Pre-save validation

24

Click "Create Template" button

Template created successfully, modal closes, success notification

N/A

Template creation completion

Verification Points:

  • Primary_Verification: In-App template created with RichText formatting preserved, appears in template list with In-App icon and "Alerts" category
  • Secondary_Verifications: RichText formatting (bold/italic) visible in template preview, placeholders maintained in correct format, no Subject field present
  • Negative_Verification: No character limit warnings for In-App (unlike SMS), formatting toolbar only available for RichText format

Test Results (Template):

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record RichText editor behavior and formatting preservation]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time vs 4-minute expectation]
  • Defects_Found: [RichText editor issues, formatting problems]
  • Screenshots_Logs: [RichText editor screenshots, formatting examples]

Execution Analytics:

  • Execution_Frequency: Daily (Core channel functionality)
  • Maintenance_Effort: Medium (RichText editor updates may affect functionality)
  • Automation_Candidate: Partial (UI formatting verification challenging to automate)

Test Relationships:

  • Blocking_Tests: Template service, RichText editor service availability
  • Blocked_Tests: In-App template usage, RichText formatting in notifications
  • Parallel_Tests: TC_001, TC_002, TC_004 (other channel creation)
  • Sequential_Tests: Must complete before In-App notification workflow tests

Additional Information:

  • Notes: RichText format allows formatting while maintaining placeholder functionality
  • Edge_Cases: Formatting interaction with placeholders, copy-paste from external sources
  • Risk_Areas: RichText editor cross-browser compatibility, formatting preservation
  • Security_Considerations: RichText input sanitization, XSS prevention in formatted content

Missing Scenarios Identified:

  • Scenario_1: RichText formatting preservation in actual In-App notifications

  • Type: Integration (End-to-end formatting verification)

  • Rationale: Formatting must survive template-to-notification rendering process

  • Priority: P2-High

  • Scenario_2: Copy-paste content with external formatting into RichText editor

  • Type: Edge Case (External content handling)

  • Rationale: Users may copy formatted content from other sources

  • Priority: P3-Medium



Test Case 4 - Create WhatsApp Template

Test Case ID: UX06US06_TC_004
Title: Create WhatsApp Template with PlainText Format Using Appointment Reminder Sample Data
Created By: Hetal
Created Date: August 19, 2025
Version: 1.0

Classification:

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

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Consumer, WhatsApp-Channel, MOD-Templates, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Smoke-Test-Results, Report-Module-Coverage, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-Medium, Integration-CxServices, Context-WhatsApp-Integration, Happy-Path

Business Context:

  • Customer_Segment: All (WhatsApp increasingly important for customer communication)
  • Revenue_Impact: Medium (Appointment reminders reduce no-shows and improve service efficiency)
  • Business_Priority: Must-Have (Modern communication channel for customer convenience)
  • Customer_Journey: Support (Appointment scheduling and reminder scenarios)
  • Compliance_Required: Yes (WhatsApp business communication compliance)
  • SLA_Related: Yes (Appointment reminder delivery timing requirements)

Quality Metrics:

  • Risk_Level: Medium (WhatsApp integration complexity)
  • Complexity_Level: Medium (WhatsApp API integration requirements)
  • Expected_Execution_Time: 3 minutes
  • Reproducibility_Score: High (PlainText format is straightforward)
  • Data_Sensitivity: Medium (Customer appointment and contact information)
  • Failure_Impact: Medium (Affects appointment management but not critical services)

Coverage Tracking:

  • Feature_Coverage: 25% (WhatsApp channel of 4 channels)
  • Integration_Points: CxServices, WhatsApp Business API, Appointment System
  • Code_Module_Mapped: CX-Web, WhatsApp-Service
  • Requirement_Coverage: Complete (AC1 - WhatsApp channel creation)
  • Cross_Platform_Support: Web

Stakeholder Reporting:

  • Primary_Stakeholder: Engineering
  • Report_Categories: Quality-Dashboard, Module-Coverage, Smoke-Test-Results, Engineering
  • Trend_Tracking: Yes (WhatsApp template usage and delivery rates)
  • Executive_Visibility: Yes (Modern communication channel adoption)
  • Customer_Impact_Level: Medium (Customer convenience and engagement)

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 115+
  • Device/OS: Windows 10/11
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Authentication service, Template service, WhatsApp Business API, Appointment system
  • Performance_Baseline: Template creation < 2 seconds, WhatsApp API validation < 1 second
  • Data_Requirements: Appointment Reminder template from user story sample data

Prerequisites:

  • Setup_Requirements: User logged in as Meter Manager, WhatsApp Business API configured
  • User_Roles_Permissions: Full access to meter-related templates and WhatsApp channel
  • Test_Data: "Appointment Reminder" sample from user story section 8
  • Prior_Test_Cases: User authentication, WhatsApp API connectivity verified

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates section via left sidebar

"Message Templates" page displays with template library

N/A

Standard navigation path

2

Click "+ New Template" button in top-right corner

"Create New Template" modal opens with channel selection

N/A

Template creation initiation

3

Locate Communication Channel section with asterisk (*)

Four radio button options visible: Email, SMS, WhatsApp, In-App

N/A

Required field identification

4

Select "WhatsApp" radio button

WhatsApp option selected, other channels deselected

Channel: WhatsApp

WhatsApp channel selection

5

Verify Template Format options for WhatsApp

Only "PlainText" available (RichText/Html disabled for WhatsApp)

Format: PlainText only

WhatsApp format restrictions

6

Confirm PlainText automatically selected

PlainText radio button selected, other formats grayed out

Format: PlainText

Automatic format selection

7

Fill Template Name field with sample data

Field accepts input without validation errors

Template Name: "Appointment Reminder"

Sample name from user story

8

Enter Description in multi-line field

Description field accepts detailed explanation

Description: "WhatsApp reminder for meter reading"

Sample description from user story

9

Click Category dropdown to view options

All categories visible: Reports, Billing, Notifications, Onboarding, Alerts, Reminders

N/A

Category selection options

10

Select "Reminders" category

Category field shows "Reminders", dropdown closes

Category: Reminders

Category from sample data

11

Add tags in Tags input field

Field accepts comma-separated tag values

Tags: "appointment, meter, reminder"

Sample tags from user story

12

Click "Add" button for tags

Individual tag elements created and displayed

Tags: "appointment", "meter", "reminder"

Tag creation confirmation

13

Verify no Subject field present

Subject field not visible (WhatsApp doesn't use subject lines)

N/A

Channel-specific field validation

14

Enter WhatsApp message content

PlainText content area accepts message with placeholders

Content: "Meter reading scheduled for {{date}} between {{time_range}}. Please ensure access."

Sample content from user story

15

Verify character count display

Character counter shows current count (no strict limit for WhatsApp)

Count: Dynamic display

WhatsApp character counting

16

Click "Insert Placeholder" button

Placeholder options dropdown/modal opens

N/A

Placeholder functionality access

17

Select date placeholder

Date placeholder inserted in correct format

Placeholder: {{date}}

Appointment date placeholder

18

Add time range placeholder

Time range placeholder inserted in message

Placeholder: {{time_range}}

Appointment time placeholder

19

Verify complete message with placeholders

Full message displays with proper placeholder formatting

Complete Message: Full appointment reminder with placeholders

Message assembly verification

20

Validate all required fields completed

No validation errors displayed, Create button enabled

Validation: All required fields complete

Pre-save validation check

21

Click "Create Template" button

Template created successfully, modal closes, success notification

N/A

Template creation completion

Verification Points:

  • Primary_Verification: WhatsApp template created and appears in template list with WhatsApp icon, "Reminders" category, and "Appointment Reminder" name
  • Secondary_Verifications: PlainText format enforced (no HTML/RichText options), placeholders preserved in correct format, no subject field present
  • Negative_Verification: Cannot select HTML or RichText formats for WhatsApp, no character limit restrictions applied

Test Results (Template):

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record WhatsApp template creation behavior and format restrictions]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time vs 3-minute expectation]
  • Defects_Found: [WhatsApp integration issues, format restriction problems]
  • Screenshots_Logs: [WhatsApp template creation screenshots]

Execution Analytics:

  • Execution_Frequency: Daily (WhatsApp becoming primary communication channel)
  • Maintenance_Effort: Medium (WhatsApp API changes may affect functionality)
  • Automation_Candidate: Yes (PlainText format suitable for automation)

Test Relationships:

  • Blocking_Tests: WhatsApp API connectivity, Template service availability
  • Blocked_Tests: WhatsApp template usage workflows, appointment reminder delivery
  • Parallel_Tests: TC_001, TC_002, TC_003 (other channel creation)
  • Sequential_Tests: Must complete before WhatsApp message delivery tests

Additional Information:

  • Notes: WhatsApp Business API requirements may impose additional validation rules
  • Edge_Cases: WhatsApp character encoding, emoji support in PlainText
  • Risk_Areas: WhatsApp API integration, message format compliance
  • Security_Considerations: WhatsApp Business API authentication, message content validation

Missing Scenarios Identified:

  • Scenario_1: WhatsApp Business API template approval process (if required)
  • Type: Integration (WhatsApp compliance)
  • Rationale: WhatsApp may require template pre-approval for business use
  • Priority: P1-Critical
  • Scenario_2: WhatsApp message format validation for business compliance
  • Type: Compliance (WhatsApp business rules)
  • Rationale: WhatsApp has specific formatting requirements for business messages
  • Priority: P2-High





Test Case 5 -  Create Template with Plain Text Format Validation

Test Case ID: UX06US06_TC_005
Title: Create Template with Plain Text Format Validation and Restrictions
Created By: Hetal
Created Date: August 19, 2025
Version: 1.0

Classification:

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

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Consumer, PlainText-Format, MOD-Templates, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Module-Coverage, Report-Regression-Coverage, Customer-All, Risk-Low, Business-High, Revenue-Impact-Low, Integration-Editor-Services, Context-Format-Validation, Happy-Path

Business Context:

  • Customer_Segment: All (PlainText ensures universal compatibility)
  • Revenue_Impact: Low (Format choice doesn't directly impact revenue)
  • Business_Priority: Should-Have (Essential for SMS and basic communications)
  • Customer_Journey: Daily-Usage (Simple notifications and alerts)
  • Compliance_Required: Yes (PlainText ensures accessibility compliance)
  • SLA_Related: No (Format choice doesn't affect delivery SLA)

Quality Metrics:

  • Risk_Level: Low (PlainText is most reliable format)
  • Complexity_Level: Low (No formatting complexity)
  • Expected_Execution_Time: 3 minutes
  • Reproducibility_Score: High (PlainText behavior is consistent)
  • Data_Sensitivity: Low (Format doesn't affect data sensitivity)
  • Failure_Impact: Low (Fallback format always available)

Coverage Tracking:

  • Feature_Coverage: 33% (PlainText of 3 formats)
  • Integration_Points: Template Editor, Content Validation Service
  • Code_Module_Mapped: CX-Web, Editor-Service
  • Requirement_Coverage: Complete (AC2 - PlainText format support)
  • Cross_Platform_Support: Web

Stakeholder Reporting:

  • Primary_Stakeholder: Product
  • Report_Categories: Quality-Dashboard, Module-Coverage, Regression-Coverage, Product
  • Trend_Tracking: Yes (Format usage distribution)
  • Executive_Visibility: No (Technical implementation detail)
  • Customer_Impact_Level: Low (Technical format choice)

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 115+
  • Device/OS: Windows 10/11
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Authentication service, Template service, Content editor service
  • Performance_Baseline: Editor response < 100ms, template save < 2 seconds
  • Data_Requirements: Simple notification content for PlainText testing

Prerequisites:

  • Setup_Requirements: User logged in as Customer Service Executive
  • User_Roles_Permissions: Access to use templates and suggest improvements
  • Test_Data: Simple notification template content
  • Prior_Test_Cases: User authentication, Template service availability

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Access Templates page through navigation

Template management interface loads

N/A

Standard access path

2

Click "+ New Template" button

"Create New Template" modal opens

N/A

Template creation start

3

Select "Email" communication channel

Email channel selected, format options appear

Channel: Email

Channel supporting all formats

4

Locate Template Format section with asterisk (*)

Three radio buttons visible: PlainText, RichText, Html

N/A

Format selection options

5

Select "PlainText" format option

PlainText selected, simple text editor appears

Format: PlainText

PlainText format selection

6

Verify editor interface for PlainText

Basic text area visible, no formatting toolbar present

Editor: Basic text area

PlainText editor verification

7

Confirm no formatting options available

No Bold, Italic, Underline, or other formatting buttons

Toolbar: None visible

Format restriction validation

8

Fill Template Name field

Name field accepts input

Template Name: "Simple Notification"

Basic template identification

9

Enter Description

Description field accepts plain text

Description: "Plain text notification template"

Template description

10

Select "Notifications" category

Category selected from dropdown

Category: Notifications

Category assignment

11

Add relevant tags

Tags field accepts plain text tags

Tags: "notification, simple, plain"

Tag addition

12

Enter plain text content in editor

Editor accepts plain text only, no formatting applied

Content: "Dear {{customer.name}}, Your request has been processed. Thank you for your patience."

Plain text content

13

Attempt to format text (if browser allows)

No formatting applied, text remains plain

Test: Select text and try Ctrl+B

Format prevention test

14

Verify placeholder insertion works

Placeholders insert in correct format without formatting

Placeholder: {{customer.name}}

Placeholder compatibility

15

Add line breaks and basic structure

Line breaks preserved, basic text structure maintained

Content: Multi-line plain text

Text structure validation

16

Verify no HTML tags accepted

HTML tags display as literal text, not rendered

Test Input: <b>bold</b> becomes literal text

HTML prevention

17

Check character encoding

Special characters and accents handled correctly

Test: àáâã, ñ, ü characters

Character encoding test

18

Validate content preview

Preview shows plain text exactly as entered

Preview: Plain text display

Content preview accuracy

19

Complete required fields validation

All mandatory fields completed, no errors

Validation: Complete

Pre-save validation

20

Click "Create Template" button

Template created with PlainText format indicator

N/A

Template creation success

Verification Points:

  • Primary_Verification: Template created with PlainText format, no formatting options available during editing
  • Secondary_Verifications: HTML tags displayed as literal text, placeholders work correctly, line breaks preserved
  • Negative_Verification: No formatting toolbar visible, browser formatting shortcuts (Ctrl+B) don't work, HTML not rendered

Test Results (Template):

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record PlainText editor behavior and format restrictions]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time vs 3-minute expectation]
  • Defects_Found: [Format restriction issues, HTML handling problems]
  • Screenshots_Logs: [PlainText editor interface screenshots]

Execution Analytics:

  • Execution_Frequency: Weekly (Format support regression testing)
  • Maintenance_Effort: Low (PlainText editor is stable)
  • Automation_Candidate: Yes (Format behavior is deterministic)

Test Relationships:

  • Blocking_Tests: Template service availability, Editor service
  • Blocked_Tests: PlainText template usage in various channels
  • Parallel_Tests: TC_006 (RichText), TC_007 (HTML)
  • Sequential_Tests: Format comparison tests depend on this baseline

Additional Information:

  • Notes: PlainText format ensures maximum compatibility across all communication channels
  • Edge_Cases: Unicode character support, very long text handling
  • Risk_Areas: Browser compatibility for PlainText restrictions
  • Security_Considerations: PlainText prevents XSS attacks through HTML injection

Missing Scenarios Identified:

  • Scenario_1: PlainText template rendering across different email clients
  • Type: Integration (Email client compatibility)
  • Rationale: PlainText should render consistently across all email clients
  • Priority: P3-Medium
  • Scenario_2: Copy-paste rich content into PlainText editor behavior
  • Type: Edge Case (Content handling)
  • Rationale: Users may accidentally paste formatted content
  • Priority: P3-Medium



Test Case 6 - Create Template with Rich Text Format and Formatting Toolbar Functionality

Test Case ID: UX06US06_TC_006
Title: Create Template with Rich Text Format and Formatting Toolbar Functionality
Created By: Hetal
Created Date: August 19, 2025
Version: 1.0

Classification:

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

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Consumer, RichText-Format, MOD-Templates, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Module-Coverage, Report-Regression-Coverage, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-RichText-Editor, Context-Formatting-Tools, Happy-Path

Business Context:

  • Customer_Segment: All (RichText improves message clarity and presentation)
  • Revenue_Impact: Medium (Better formatted messages improve customer engagement)
  • Business_Priority: Should-Have (Enhanced communication presentation)
  • Customer_Journey: Daily-Usage (Professional communication formatting)
  • Compliance_Required: Yes (Accessibility requires proper text formatting)
  • SLA_Related: No (Format choice doesn't affect delivery timing)

Quality Metrics:

  • Risk_Level: Medium (RichText editor complexity introduces potential issues)
  • Complexity_Level: Medium (Formatting toolbar and content handling)
  • Expected_Execution_Time: 5 minutes
  • Reproducibility_Score: Medium (Formatting behavior may vary across browsers)
  • Data_Sensitivity: Low (Format doesn't affect data sensitivity)
  • Failure_Impact: Medium (Affects message presentation quality)

Coverage Tracking:

  • Feature_Coverage: 33% (RichText of 3 formats)
  • Integration_Points: RichText Editor Service, Content Formatting Engine
  • Code_Module_Mapped: CX-Web, RichText-Editor-Service
  • Requirement_Coverage: Complete (AC2 - RichText format support)
  • Cross_Platform_Support: Web

Stakeholder Reporting:

  • Primary_Stakeholder: Product
  • Report_Categories: Quality-Dashboard, Module-Coverage, Regression-Coverage, Product
  • Trend_Tracking: Yes (RichText usage and formatting adoption)
  • Executive_Visibility: No (Technical implementation detail)
  • Customer_Impact_Level: Medium (Message presentation quality)

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 115+
  • Device/OS: Windows 10/11
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Authentication service, Template service, RichText editor service
  • Performance_Baseline: Formatting application < 200ms, template save < 3 seconds
  • Data_Requirements: Formatted content for RichText testing

Prerequisites:

  • Setup_Requirements: User logged in as Billing Manager with domain access
  • User_Roles_Permissions: Full access to billing-related templates
  • Test_Data: Formatted billing communication content
  • Prior_Test_Cases: User authentication, RichText editor service availability

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates management page

Template interface loads with creation options

N/A

Standard navigation

2

Initiate new template creation

"Create New Template" modal opens

N/A

Template creation modal

3

Select "In-App" communication channel

In-App channel selected, all format options available

Channel: In-App

Channel supporting RichText

4

Locate Template Format section

Three format options visible: PlainText, RichText, Html

N/A

Format selection interface

5

Select "RichText" format option

RichText selected, rich text editor with toolbar appears

Format: RichText

RichText format activation

6

Verify RichText editor toolbar presence

Formatting toolbar visible with multiple formatting options

Toolbar: Bold, Italic, Underline, Lists, etc.

Toolbar verification

7

Identify specific toolbar buttons

Bold (B), Italic (I), Underline (U), Bullet Lists, Numbered Lists visible

Buttons: Core formatting options

Toolbar button inventory

8

Fill Template Name with descriptive title

Name field accepts input

Template Name: "Rich Alert Message"

Template identification

9

Enter comprehensive description

Description explains RichText usage

Description: "In-app alert with rich text formatting"

Template description

10

Select appropriate category

Category dropdown shows all options

Category: Alerts

Category selection

11

Add descriptive tags

Tags field accepts formatting-related tags

Tags: "rich, formatted, alert"

Tag addition

12

Enter initial content in RichText editor

Editor accepts text input in content area

Content: "URGENT SERVICE ALERT"

Initial content entry

13

Select text for Bold formatting

Text selection highlights in editor

Selected: "URGENT"

Text selection for formatting

14

Click Bold (B) button in toolbar

Selected text becomes bold, button shows active state

Bold Text: URGENT

Bold formatting application

15

Add new line and continue typing

Editor handles line breaks and new content

Content: New line + "Please note the following important notice:"

Content continuation

16

Select text for Italic formatting

New text selection made

Selected: "important notice"

Text selection for italic

17

Apply Italic formatting using toolbar

Selected text becomes italic, toolbar reflects state

Italic Text: important notice

Italic formatting application

18

Test Underline formatting

Select text and apply underline

Selected: "following", Result: underlined text

Underline formatting test

19

Create bullet list using toolbar

Bullet list created with multiple items

List Items: "Item 1", "Item 2", "Item 3"

Bullet list functionality

20

Insert placeholder within formatted content

Placeholder inserts while preserving surrounding formatting

Placeholder: "Service will resume at {{resume_time}}"

Placeholder with formatting

21

Verify formatting preservation

All applied formatting remains intact

Content: Mixed formatted text with placeholder

Formatting persistence

22

Test format removal

Select formatted text and remove formatting

Test: Remove bold from "URGENT"

Format removal functionality

23

Preview formatted content

Content displays with all formatting applied

Preview: Rich formatted message

Content preview with formatting

24

Complete required field validation

All mandatory fields filled, no validation errors

Validation: Complete

Pre-save validation

25

Save template with RichText formatting

Template created successfully with formatting preserved

N/A

Template creation with formatting

Verification Points:

  • Primary_Verification: Template created with RichText format, formatting toolbar functional, formatting preserved in saved template
  • Secondary_Verifications: Bold, italic, underline, and list formatting work correctly, placeholders compatible with formatting
  • Negative_Verification: HTML tags not directly editable, formatting limited to toolbar options

Test Results (Template):

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record RichText editor behavior and formatting preservation]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time vs 5-minute expectation]
  • Defects_Found: [Formatting issues, toolbar problems]
  • Screenshots_Logs: [RichText editor screenshots with formatting examples]

Execution Analytics:

  • Execution_Frequency: Weekly (RichText functionality regression)
  • Maintenance_Effort: Medium (RichText editor updates may affect functionality)
  • Automation_Candidate: Partial (Formatting verification challenging to automate)

Test Relationships:

  • Blocking_Tests: RichText editor service availability
  • Blocked_Tests: RichText template usage in In-App notifications
  • Parallel_Tests: TC_005 (PlainText), TC_007 (HTML)
  • Sequential_Tests: RichText formatting in actual notifications

Additional Information:

  • Notes: RichText provides balance between PlainText simplicity and HTML complexity
  • Edge_Cases: Formatting interaction with placeholders, nested formatting
  • Risk_Areas: Cross-browser formatting consistency, editor performance
  • Security_Considerations: RichText content sanitization to prevent XSS

Missing Scenarios Identified:

  • Scenario_1: RichText formatting preservation in different notification display contexts
  • Type: Integration (Cross-context formatting)
  • Rationale: Formatting must survive template-to-notification rendering
  • Priority: P2-High
  • Scenario_2: Keyboard shortcuts for RichText formatting (Ctrl+B, Ctrl+I, etc.)
  • Type: Usability (Keyboard accessibility)
  • Rationale: Power users expect standard formatting shortcuts
  • Priority: P3-Medium



Test Case 7 -  Create Template with HTML Format and Advanced Content Capabilities

Test Case ID: UX06US06_TC_007
Title: Create Template with HTML Format and Advanced Content Capabilities
Created By: Hetal
Created Date: August 19, 2025
Version: 1.0

Classification:

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

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Consumer, HTML-Format, MOD-Templates, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Module-Coverage, Report-Regression-Coverage, Customer-All, Risk-High, Business-High, Revenue-Impact-High, Integration-HTML-Editor, Context-Advanced-Formatting, Happy-Path

Business Context:

  • Customer_Segment: Enterprise (HTML templates for professional email communications)
  • Revenue_Impact: High (Professional HTML emails improve brand image and engagement)
  • Business_Priority: Should-Have (Professional communication presentation)
  • Customer_Journey: Daily-Usage (Marketing and formal communications)
  • Compliance_Required: Yes (HTML accessibility and email standards compliance)
  • SLA_Related: No (Format choice doesn't affect delivery timing)

Quality Metrics:

  • Risk_Level: High (HTML complexity introduces security and compatibility risks)
  • Complexity_Level: High (HTML editor and content validation)
  • Expected_Execution_Time: 6 minutes
  • Reproducibility_Score: Medium (HTML rendering may vary across email clients)
  • Data_Sensitivity: Medium (HTML can contain embedded content)
  • Failure_Impact: High (HTML errors can break email display)

Coverage Tracking:

  • Feature_Coverage: 34% (HTML of 3 formats, completing format coverage)
  • Integration_Points: HTML Editor Service, Content Validation, Email Rendering Engine
  • Code_Module_Mapped: CX-Web, HTML-Editor-Service
  • Requirement_Coverage: Complete (AC2 - HTML format support)
  • Cross_Platform_Support: Web

Stakeholder Reporting:

  • Primary_Stakeholder: Product
  • Report_Categories: Quality-Dashboard, Module-Coverage, Regression-Coverage, Product
  • Trend_Tracking: Yes (HTML template usage and rendering success rates)
  • Executive_Visibility: Yes (Professional communication capability)
  • Customer_Impact_Level: High (Professional communication quality)

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 115+
  • Device/OS: Windows 10/11
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Authentication service, Template service, HTML editor service, Email rendering engine
  • Performance_Baseline: HTML editor loading < 500ms, template save < 3 seconds
  • Data_Requirements: HTML newsletter content from user story sample data

Prerequisites:

  • Setup_Requirements: User logged in as Utility Administrator with full template access
  • User_Roles_Permissions: Full access to create and manage HTML templates
  • Test_Data: "Monthly Report Template" HTML content from user story section 8
  • Prior_Test_Cases: User authentication, HTML editor service availability

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Access Templates page via navigation

Template management interface displays

N/A

Standard page access

2

Click "+ New Template" creation button

"Create New Template" modal opens with options

N/A

Template creation initiation

3

Select "Email" communication channel

Email selected, all format options become available

Channel: Email

Channel supporting HTML

4

Locate Template Format section

Three format radio buttons: PlainText, RichText, Html

N/A

Format selection interface

5

Select "Html" format option

Html format selected, HTML editor interface appears

Format: Html

HTML format activation

6

Verify HTML editor interface

HTML editor with code view and preview options visible

Editor: HTML code editor

HTML editor verification

7

Check HTML editor toolbar/features

Code editing features, syntax highlighting, preview button available

Features: Code editor tools

HTML editor functionality

8

Fill Template Name field

Name field accepts input for HTML template

Template Name: "HTML Newsletter"

HTML template identification

9

Enter detailed description

Description explains HTML template purpose

Description: "HTML email template for monthly reports"

Template description

10

Select "Reports" category

Category selected from dropdown options

Category: Reports

Category selection

11

Add relevant tags

Tags field accepts HTML-related tags

Tags: "html, newsletter, reports"

Tag addition

12

Enter HTML content in editor

HTML editor accepts valid HTML markup

HTML Content: <h1>Monthly Report</h1>

HTML content start

13

Add HTML structure and styling

Editor accepts complex HTML with inline styles

HTML: <h1 style="color: #1e40af;">Monthly Report</h1>

HTML styling

14

Insert HTML paragraph with placeholder

HTML paragraph with customer placeholder added

HTML: <p>Dear {{customer.firstName}},</p>

HTML with placeholder

15

Add HTML list structure

HTML unordered list with multiple items

HTML: <ul><li>Total usage: {{usage.total}} kWh</li></ul>

HTML list with placeholders

16

Include HTML link with placeholder

HTML anchor tag with dynamic URL

HTML: <a href="{{report.url}}">View Report</a>

HTML link with placeholder

17

Add HTML table structure

HTML table with usage data placeholders

HTML: Usage comparison table

HTML table creation

18

Verify HTML syntax highlighting

Code editor shows syntax highlighting for HTML tags

Visual: Color-coded HTML syntax

Syntax highlighting verification

19

Use HTML editor preview function

Preview shows rendered HTML output

Preview: Formatted HTML display

HTML preview functionality

20

Validate HTML content in preview

Preview displays proper formatting and structure

Preview: Proper HTML rendering

HTML validation

21

Check placeholder preservation

Placeholders maintain format in HTML context

Placeholders: {{variable}} format preserved

Placeholder HTML compatibility

22

Test HTML content validation

Editor validates HTML syntax and structure

Validation: No HTML errors

HTML syntax validation

23

Verify accessibility considerations

HTML includes proper semantic structure

HTML: Proper heading hierarchy, alt text

Accessibility compliance

24

Complete all required fields

All mandatory template fields completed

Validation: Complete

Pre-save validation

25

Save HTML template

Template created with HTML format and content preserved

N/A

HTML template creation

Verification Points:

  • Primary_Verification: Template created with HTML format, HTML content preserved and displayed correctly in preview
  • Secondary_Verifications: HTML syntax highlighting works, placeholders compatible with HTML structure, preview accurately renders HTML
  • Negative_Verification: Invalid HTML syntax prevented or flagged, security-risky HTML content sanitized

Test Results (Template):

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record HTML editor behavior and content validation]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time vs 6-minute expectation]
  • Defects_Found: [HTML editor issues, validation problems]
  • Screenshots_Logs: [HTML editor screenshots, preview examples]

Execution Analytics:

  • Execution_Frequency: Weekly (HTML functionality regression)
  • Maintenance_Effort:, Communication Hub, Database
  • Performance_Baseline: Template creation < 2 seconds (from user story performance expectations)
  • Data_Requirements: Sample data from user story section 8

Test Relationships:

  • Blocking_Tests: User authentication, Template service availability
  • Blocked_Tests: Template editing (TC_015), Template usage workflows
  • Parallel_Tests: TC_002, TC_003, TC_004 (other channel creation)
  • Sequential_Tests: Must complete before template editing/usage tests

Additional Information:

  • Notes: Uses exact sample data from user story section 8 for realistic testing
  • Edge_Cases: HTML content validation, placeholder format verification
  • Risk_Areas: Template creation performance, HTML editor functionality
  • Security_Considerations: Input validation for HTML content, user authorization

Missing Scenarios Identified:

  • Scenario_1: Template preview functionality before saving
  • Type: Integration (Preview with actual data)
  • Rationale: Users need to verify template appearance before creation
  • Priority: P2-High
  • Scenario_2: HTML content security validation (XSS prevention)
  • Type: Security (Input sanitization)
  • Rationale: HTML templates could contain malicious content
  • Priority: P1-Critical





Test Case 8 - Create Template in Reports Category 

Test Case ID: UX06US06_TC_008
Title: Create Template in Reports Category with Sample Data Validation
Created By: Hetal
Created Date: August 19, 2025
Version: 1.0

Classification:

  • Module/Feature: Message Template Management System
  • Test Type: Functional
  • Test Level: System
  • Priority: P2-High
  • Execution Phase: Regression
  • Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Consumer, Reports-Category, MOD-Templates, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Module-Coverage, Report-Regression-Coverage, Customer-All, Risk-Low, Business-High, Revenue-Impact-Medium, Integration-Category-Service, Context-Template-Organization, Happy-Path

Business Context:

  • Customer_Segment: All (Reports category critical for customer communication)
  • Revenue_Impact: Medium (Organized templates improve communication efficiency)
  • Business_Priority: Must-Have (Template organization essential for usability)
  • Customer_Journey: Daily-Usage (Regular report distribution)
  • Compliance_Required: Yes (Report templates must meet regulatory standards)
  • SLA_Related: No (Categorization doesn't affect delivery timing)

Quality Metrics:

  • Risk_Level: Low (Category assignment is straightforward)
  • Complexity_Level: Low (Basic categorization functionality)
  • Expected_Execution_Time: 3 minutes
  • Reproducibility_Score: High (Category selection is deterministic)
  • Data_Sensitivity: Low (Category doesn't affect data sensitivity)
  • Failure_Impact: Medium (Affects template organization and findability)

Coverage Tracking:

  • Feature_Coverage: 17% (Reports category of 6 predefined categories)
  • Integration_Points: Category Management Service, Template Organization System
  • Code_Module_Mapped: CX-Web, Category-Service
  • Requirement_Coverage: Complete (AC3 - Reports category support)
  • Cross_Platform_Support: Web

Stakeholder Reporting:

  • Primary_Stakeholder: Product
  • Report_Categories: Quality-Dashboard, Module-Coverage, Regression-Coverage, Product
  • Trend_Tracking: Yes (Category usage distribution)
  • Executive_Visibility: No (Internal organization feature)
  • Customer_Impact_Level: Medium (Affects template findability)

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 115+
  • Device/OS: Windows 10/11
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Authentication service, Template service, Category management service
  • Performance_Baseline: Category dropdown load < 200ms, template save < 2 seconds
  • Data_Requirements: Monthly Report Template from user story sample data

Prerequisites:

  • Setup_Requirements: User logged in as Utility Administrator with full access
  • User_Roles_Permissions: Full access to create templates in all categories
  • Test_Data: "Monthly Report Template" from user story section 8
  • Prior_Test_Cases: User authentication, Category service availability

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates page

Template management interface loads with category options

N/A

Standard page access

2

Click "+ New Template" button

"Create New Template" modal opens

N/A

Template creation start

3

Select "Email" communication channel

Email channel selected for template creation

Channel: Email

Channel selection

4

Choose "HTML" template format

HTML format selected for rich email content

Format: HTML

Format selection

5

Fill Template Name with sample data

Name field accepts user story sample data

Template Name: "Monthly Report Template"

Sample name from user story

6

Enter description from sample data

Description field accepts sample content

Description: "Template for sending monthly energy usage reports to customers"

Sample description

7

Locate Category section with asterisk (*)

Category dropdown field visible with required field indicator

N/A

Required field identification

8

Click Category dropdown

Dropdown opens showing all predefined categories

N/A

Category dropdown access

9

Verify "Reports" category exists

"Reports" option visible in dropdown list

Category: Reports

Reports category verification

10

Verify all required categories present

All categories visible: Reports, Billing, Notifications, Onboarding, Alerts, Reminders

Categories: All 6 predefined

Complete category list

11

Select "Reports" category

Reports category selected, dropdown closes

Category: Reports

Reports category selection

12

Verify category selection display

Category field shows "Reports" as selected value

Display: "Reports"

Category selection confirmation

13

Add sample tags from user story

Tags field accepts report-related tags

Tags: "report, monthly, usage"

Sample tags from user story

14

Enter sample HTML content

HTML editor accepts monthly report template content

Content: HTML from user story sample

Sample HTML content

15

Include placeholders from sample

Placeholders for customer and usage data added

Placeholders: {{customer.firstName}}, {{usage.total}}

Sample placeholders

16

Complete all required fields

All mandatory fields filled with sample data

Validation: Complete

Field completion verification

17

Click "Create Template" button

Template created successfully with Reports category

N/A

Template creation

18

Return to templates list view

Template list displays with new template visible

N/A

List view verification

19

Verify template category display

Template shows "Reports" category in list view

Category Display: "Reports"

Category display verification

20

Verify template appears in Reports section

Template correctly categorized and findable

Location: Reports section

Categorization verification

Verification Points:

  • Primary_Verification: Template successfully created and assigned to Reports category, appears in template list with correct category label
  • Secondary_Verifications: Category dropdown contains all 6 required categories, Reports category correctly displayed in template list
  • Negative_Verification: Template not miscategorized, category field required for template creation

Test Results (Template):

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record category assignment behavior and display]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time vs 3-minute expectation]
  • Defects_Found: [Category assignment issues, display problems]
  • Screenshots_Logs: [Category dropdown and template list screenshots]

Execution Analytics:

  • Execution_Frequency: Weekly (Category functionality regression)
  • Maintenance_Effort: Low (Category assignment is stable functionality)
  • Automation_Candidate: Yes (Category selection is easily automated)

Test Relationships:

  • Blocking_Tests: Category service availability, Template creation functionality
  • Blocked_Tests: Category-based filtering, Reports template usage
  • Parallel_Tests: TC_009 (other category verification)
  • Sequential_Tests: Category filtering tests depend on this categorization

Additional Information:

  • Notes: Reports category likely to be most frequently used for customer communications
  • Edge_Cases: Category selection with special characters, very long category names
  • Risk_Areas: Category service performance with large numbers of templates
  • Security_Considerations: Category assignment permissions, unauthorized category access

Missing Scenarios Identified:

  • Scenario_1: Category-based permission validation (role-specific category access)
  • Type: Security (Permission validation)
  • Rationale: Different roles may have restricted access to certain categories
  • Priority: P2-High
  • Scenario_2: Category hierarchy or nested category support
  • Type: Enhancement (Advanced categorization)
  • Rationale: Users may need subcategories for better organization
  • Priority: P3-Medium



Test Case 9 - Verify All Six Required Categories Available in Dropdown Selection

Test Case ID: UX06US06_TC_009
Title: Verify All Six Required Categories Available in Dropdown Selection
Created By: Hetal
Created Date: August 19, 2025
Version: 1.0

Classification:

  • Module/Feature: Message Template Management System
  • Test Type: Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Smoke
  • Automation Status: Automated

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Consumer, All-Categories, MOD-Templates, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Smoke-Test-Results, Report-Module-Coverage, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-Low, Integration-Category-Service, Context-Category-Validation, Happy-Path

Business Context:

  • Customer_Segment: All (All categories must be available for comprehensive template organization)
  • Revenue_Impact: Low (Category availability doesn't directly impact revenue)
  • Business_Priority: Must-Have (Complete categorization system required)
  • Customer_Journey: Daily-Usage (All communication types need categories)
  • Compliance_Required: Yes (Complete template organization for audit purposes)
  • SLA_Related: No (Category availability doesn't affect delivery)

Quality Metrics:

  • Risk_Level: Medium (Missing categories would break template organization)
  • Complexity_Level: Low (Simple dropdown verification)
  • Expected_Execution_Time: 2 minutes
  • Reproducibility_Score: High (Category list is static and deterministic)
  • Data_Sensitivity: Low (Categories are public organizational structure)
  • Failure_Impact: High (Missing categories prevent proper template organization)

Coverage Tracking:

  • Feature_Coverage: 100% (All 6 categories verified)
  • Integration_Points: Category Management Service, Template Creation Interface
  • Code_Module_Mapped: CX-Web, Category-Service
  • Requirement_Coverage: Complete (AC3 - All required categories)
  • Cross_Platform_Support: Web

Stakeholder Reporting:

  • Primary_Stakeholder: Engineering
  • Report_Categories: Quality-Dashboard, Smoke-Test-Results, Module-Coverage, Engineering
  • Trend_Tracking: Yes (Category system stability)
  • Executive_Visibility: Yes (Core functionality validation)
  • Customer_Impact_Level: High (Complete template organization capability)

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 115+
  • Device/OS: Windows 10/11
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Authentication service, Template service, Category management service
  • Performance_Baseline: Category dropdown load < 200ms
  • Data_Requirements: Predefined category list from user story requirements

Prerequisites:

  • Setup_Requirements: User logged in with template creation permissions
  • User_Roles_Permissions: Access to view and select template categories
  • Test_Data: Expected category list: Reports, Billing, Notifications, Onboarding, Alerts, Reminders
  • Prior_Test_Cases: User authentication, Template creation modal access

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Access Templates page via left navigation

Template management page loads successfully

N/A

Standard navigation path

2

Click "+ New Template" button

"Create New Template" modal opens with form fields

N/A

Template creation modal

3

Complete basic template setup

Channel and format selected to enable category field

Channel: Email, Format: HTML

Basic setup for category access

4

Locate Category section with asterisk

Category dropdown field visible with required indicator

N/A

Category field identification

5

Click Category dropdown to open

Dropdown opens displaying all available categories

N/A

Category dropdown activation

6

Verify "Reports" category present

"Reports" option visible in dropdown list

Category: Reports

Required category 1

7

Verify "Billing" category present

"Billing" option visible in dropdown list

Category: Billing

Required category 2

8

Verify "Notifications" category present

"Notifications" option visible in dropdown list

Category: Notifications

Required category 3

9

Verify "Onboarding" category present

"Onboarding" option visible in dropdown list

Category: Onboarding

Required category 4

10

Verify "Alerts" category present

"Alerts" option visible in dropdown list

Category: Alerts

Required category 5

11

Verify "Reminders" category present

"Reminders" option visible in dropdown list

Category: Reminders

Required category 6

12

Check category order and presentation

Categories displayed in logical order with proper capitalization

Order: Alphabetical or business logic order

Category presentation

13

Verify no extra/unexpected categories

Only the 6 required categories present, no additional options

Count: Exactly 6 categories

Category list validation

14

Test category selection functionality

Each category can be selected without errors

Test Selection: Each category

Selection functionality

15

Verify category selection persistence

Selected category remains chosen when dropdown closes

Selected: Any category

Selection persistence

16

Test category deselection/change

Can change from one category to another

Change: Reports to Billing

Category change functionality

17

Verify required field validation

Category selection required for template creation

Validation: Required field

Required field enforcement

18

Check dropdown accessibility

Dropdown accessible via keyboard navigation

Navigation: Tab, Arrow keys

Accessibility compliance

19

Verify category tooltips/descriptions

Categories have helpful descriptions if applicable

Tooltips: Descriptive text

User guidance

20

Close modal and verify category persistence

Category configuration persists across modal sessions

Persistence: Category list stable

Configuration stability

Verification Points:

  • Primary_Verification: All 6 required categories (Reports, Billing, Notifications, Onboarding, Alerts, Reminders) present in dropdown
  • Secondary_Verifications: Categories properly formatted, selectable, and persistent across sessions
  • Negative_Verification: No unauthorized categories present, exactly 6 categories available

Test Results (Template):

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record category availability and functionality]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time vs 2-minute expectation]
  • Defects_Found: [Missing categories, selection issues]
  • Screenshots_Logs: [Category dropdown screenshots showing all options]

Execution Analytics:

  • Execution_Frequency: Daily (Critical functionality verification)
  • Maintenance_Effort: Low (Category list is relatively static)
  • Automation_Candidate: Yes (Dropdown option verification easily automated)

Test Relationships:

  • Blocking_Tests: Category service availability, Template creation modal
  • Blocked_Tests: All category-specific template creation and filtering tests
  • Parallel_Tests: Individual category testing (TC_008)
  • Sequential_Tests: Category-based filtering and organization tests

Additional Information:

  • Notes: This test validates the complete categorization system foundation
  • Edge_Cases: Category service unavailable, network timeouts affecting dropdown load
  • Risk_Areas: Category service performance, dropdown rendering across browsers
  • Security_Considerations: Category list access permissions, unauthorized category creation

Missing Scenarios Identified:

  • Scenario_1: Category management interface for administrators (add/edit categories)
  • Type: Administration (Category management)
  • Rationale: System may need category customization capabilities
  • Priority: P3-Medium
  • Scenario_2: Category usage analytics and reporting
  • Type: Analytics (Usage tracking)
  • Rationale: Understanding category usage patterns helps optimize organization
  • Priority: P4-Low



Test Case 10 -  Filter Templates by Communication Channel with Multi-Selection Support

Test Case ID: UX06US06_TC_010
Title: Filter Templates by Communication Channel with Multi-Selection Support
Created By: Hetal
Created Date: August 19, 2025
Version: 1.0

Classification:

  • Module/Feature: Message Template Management System
  • Test Type: Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Regression
  • Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Consumer, Channel-Filter, MOD-Templates, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-Regression-Coverage, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Filter-Service, Context-Template-Discovery, Happy-Path

Business Context:

  • Customer_Segment: All (Channel filtering critical for template management efficiency)
  • Revenue_Impact: Medium (Faster template discovery improves operational efficiency)
  • Business_Priority: Must-Have (Essential for template organization and discovery)
  • Customer_Journey: Daily-Usage (Users need to find channel-specific templates quickly)
  • Compliance_Required: No (Filtering is an organizational tool)
  • SLA_Related: Yes (Template discovery affects response time to customers)

Quality Metrics:

  • Risk_Level: Medium (Filter failures prevent efficient template discovery)
  • Complexity_Level: Medium (Multi-criteria filtering with state management)
  • Expected_Execution_Time: 4 minutes
  • Reproducibility_Score: High (Filter behavior is deterministic)
  • Data_Sensitivity: Low (Filtering doesn't expose sensitive data)
  • Failure_Impact: Medium (Affects user productivity but not core functionality)

Coverage Tracking:

  • Feature_Coverage: 33% (Channel filtering of 3 filter types)
  • Integration_Points: Filter Service, Template Query Engine, Search Interface
  • Code_Module_Mapped: CX-Web, Filter-Service
  • Requirement_Coverage: Complete (AC4 - Channel filtering)
  • Cross_Platform_Support: Web

Stakeholder Reporting:

  • Primary_Stakeholder: Engineering
  • Report_Categories: Quality-Dashboard, Module-Coverage, Regression-Coverage, Engineering
  • Trend_Tracking: Yes (Filter usage patterns and performance)
  • Executive_Visibility: No (Internal productivity feature)
  • Customer_Impact_Level: Medium (Affects user experience efficiency)

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 115+
  • Device/OS: Windows 10/11
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Authentication service, Template service, Filter service, Search interface
  • Performance_Baseline: Filter application < 500ms, search results update < 1 second
  • Data_Requirements: Templates across all 4 channels (Email, SMS, In-App, WhatsApp) from user story samples

Prerequisites:

  • Setup_Requirements: Multiple templates exist across all communication channels
  • User_Roles_Permissions: Access to view and filter templates
  • Test_Data: Sample templates: Monthly Report (Email), Service Outage (SMS), Usage Alert (In-App), Appointment Reminder (WhatsApp)
  • Prior_Test_Cases: Template creation for all channels (TC_001-004)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates page

Template list displays all existing templates across channels

N/A

Initial state verification

2

Verify template count and channel variety

Templates visible from multiple channels with channel icons

Expected: Templates from Email, SMS, In-App, WhatsApp

Baseline data verification

3

Locate "Show Filters" button

Filter button visible in template list interface

N/A

Filter access point

4

Click "Show Filters" button

Filter panel opens displaying filter options

N/A

Filter panel activation

5

Locate Channel filter section

Channel filter area visible with all 4 channel options

Channels: Email, SMS, In-App, WhatsApp

Channel filter identification

6

Verify channel filter options

All 4 communication channels available as filter options

Options: Email, SMS, In-App, WhatsApp

Channel option verification

7

Select "Email" channel filter

Email filter applied, only Email templates displayed

Filter: Email

Single channel filtering

8

Verify Email filter results

Only templates with Email channel icon visible in list

Expected: Monthly Report Template, Payment Confirmation

Email filter accuracy

9

Check template count update

Template count reflects filtered results (reduced count)

Count: Only Email templates

Count accuracy

10

Verify filter visual indicator

Email filter shows active state (highlighted/checked)

Visual: Active filter indication

Filter state indication

11

Clear Email filter

Email filter deselected, all templates visible again

Action: Uncheck Email

Filter removal

12

Verify filter reset

All templates from all channels displayed, count returns to full

Expected: All templates visible

Filter reset verification

13

Select "SMS" channel filter

SMS filter applied, only SMS templates shown

Filter: SMS

SMS channel filtering

14

Verify SMS filter accuracy

Only SMS templates (with SMS icons) displayed

Expected: Service Outage Notification

SMS filter accuracy

15

Apply "WhatsApp" filter additionally

Both SMS and WhatsApp templates displayed (multi-select)

Filters: SMS + WhatsApp

Multi-channel filtering

16

Verify multi-channel results

Templates from both SMS and WhatsApp channels visible

Expected: SMS and WhatsApp templates only

Multi-filter accuracy

17

Check filter combination logic

Results include templates matching ANY selected channel (OR logic)

Logic: SMS OR WhatsApp

Filter logic verification

18

Add "In-App" to existing filters

SMS, WhatsApp, and In-App templates displayed

Filters: SMS + WhatsApp + In-App

Three-channel filtering

19

Remove middle filter (WhatsApp)

SMS and In-App templates remain, WhatsApp excluded

Filters: SMS + In-App

Selective filter removal

20

Clear all channel filters

All templates from all channels displayed, full count restored

Filters: None active

Complete filter reset

Verification Points:

  • Primary_Verification: Channel filtering correctly shows only templates from selected channel(s), supports multi-channel selection with OR logic
  • Secondary_Verifications: Filter state visually indicated, template count updates accurately, filter reset functionality works
  • Negative_Verification: Templates from unselected channels not displayed, filter state persists until manually changed

Test Results (Template):

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record channel filtering behavior and accuracy]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time vs 4-minute expectation]
  • Defects_Found: [Filter accuracy issues, UI problems]
  • Screenshots_Logs: [Filter interface and results screenshots]

Execution Analytics:

  • Execution_Frequency: Weekly (Filter functionality regression)
  • Maintenance_Effort: Medium (Filter service updates may affect functionality)
  • Automation_Candidate: Yes (Filter selection and result verification suitable for automation)

Test Relationships:

  • Blocking_Tests: Template creation across all channels, Filter service availability
  • Blocked_Tests: Combined filtering tests, advanced search functionality
  • Parallel_Tests: TC_011 (Status filtering), TC_012 (Category filtering)
  • Sequential_Tests: Multi-filter combination tests (TC_013)

Additional Information:

  • Notes: Channel filtering is fundamental to template management workflow efficiency
  • Edge_Cases: Filter performance with large numbers of templates, filter state persistence
  • Risk_Areas: Filter service performance, UI responsiveness with filter changes
  • Security_Considerations: Filter access permissions, channel-based security filtering

Missing Scenarios Identified:

  • Scenario_1: Channel filter with real-time search integration
  • Type: Integration (Search + Filter combination)
  • Rationale: Users often combine search with channel filtering for precise template discovery
  • Priority: P2-High
  • Scenario_2: Channel filter performance with 1000+ templates
  • Type: Performance (Large dataset filtering)
  • Rationale: Filter performance must remain responsive with large template libraries
  • Priority: P2-High



Test Case 11 - Filter Templates by Status (Published/Draft) with Business Rule Validation

Test Case ID: UX06US06_TC_011
Title: Filter Templates by Status (Published/Draft) with Business Rule Validation
Created By: Hetal
Created Date: August 19, 2025
Version: 1.0

Classification:

  • Module/Feature: Message Template Management System
  • Test Type: Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Regression
  • Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Consumer, Status-Filter, MOD-Templates, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-Regression-Coverage, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Filter-Service, Context-Template-Lifecycle, Happy-Path

Business Context:

  • Customer_Segment: All (Status filtering critical for template workflow management)
  • Revenue_Impact: Medium (Draft vs Published distinction affects template usage and approval workflows)
  • Business_Priority: Must-Have (Essential for template lifecycle management)
  • Customer_Journey: Daily-Usage (Users need to distinguish between draft and published templates)
  • Compliance_Required: Yes (Published templates must meet approval requirements)
  • SLA_Related: Yes (Published template availability affects customer communication SLA)

Quality Metrics:

  • Risk_Level: Medium (Status filtering affects template workflow and approval processes)
  • Complexity_Level: Medium (Template lifecycle state management)
  • Expected_Execution_Time: 4 minutes
  • Reproducibility_Score: High (Status states are clearly defined)
  • Data_Sensitivity: Medium (Draft templates may contain unapproved content)
  • Failure_Impact: High (Status confusion could lead to using inappropriate templates)

Coverage Tracking:

  • Feature_Coverage: 33% (Status filtering of 3 filter types)
  • Integration_Points: Filter Service, Template Lifecycle Engine, Approval Workflow System
  • Code_Module_Mapped: CX-Web, Template-Lifecycle-Service
  • Requirement_Coverage: Complete (AC4 - Status filtering, Business Rules BR-2)
  • Cross_Platform_Support: Web

Stakeholder Reporting:

  • Primary_Stakeholder: Engineering
  • Report_Categories: Quality-Dashboard, Module-Coverage, Regression-Coverage, Engineering
  • Trend_Tracking: Yes (Draft vs Published template ratios, approval workflow efficiency)
  • Executive_Visibility: Yes (Template approval workflow performance)
  • Customer_Impact_Level: High (Published template availability directly affects customer communications)

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 115+
  • Device/OS: Windows 10/11
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Authentication service, Template service, Filter service, Template lifecycle service
  • Performance_Baseline: Status filter application < 300ms, lifecycle state queries < 200ms
  • Data_Requirements: Templates in both Published and Draft status from user story workflow

Prerequisites:

  • Setup_Requirements: Templates exist in both Published and Draft status
  • User_Roles_Permissions: Access to view templates in different lifecycle states
  • Test_Data: Sample templates: Payment Confirmation (Published), Monthly Report Template (Draft), Service Outage (Published)
  • Prior_Test_Cases: Template creation (TC_001-004), Draft template functionality (TC_027)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Access Templates page via navigation

Template list displays all templates with status indicators

N/A

Initial state with mixed status templates

2

Verify template status visibility

Templates show clear status badges/indicators (Published/Draft)

Expected: Status badges visible

Status indication verification

3

Count Published vs Draft templates

Note baseline counts for filter validation

Baseline: Count of each status

Baseline data collection

4

Click "Show Filters" button

Filter panel opens with all filter categories

N/A

Filter panel access

5

Locate Status filter section

Status filter area with Published/Draft options visible

Options: Published, Draft

Status filter identification

6

Verify status filter options

Two status options available: Published and Draft

Options: Published, Draft only

Status option verification

7

Select "Published" status filter

Published filter applied, only Published templates shown

Filter: Published

Published template filtering

8

Verify Published filter accuracy

Only templates with "Published" status badges visible

Expected: Payment Confirmation, Service Outage

Published filter accuracy

9

Check Published template characteristics

Published templates show appropriate status indicators and metadata

Indicators: Published badge, approval info

Published template validation

10

Verify template count for Published

Template count matches number of Published templates

Count: Published templates only

Count accuracy

11

Clear Published filter

All templates (Published + Draft) visible again

Action: Deselect Published

Filter reset

12

Select "Draft" status filter

Draft filter applied, only Draft templates displayed

Filter: Draft

Draft template filtering

13

Verify Draft filter accuracy

Only templates with "Draft" status badges shown

Expected: Monthly Report Template (if draft)

Draft filter accuracy


Verification Points:

  • Primary_Verification: Category filtering correctly shows only templates from selected category(ies), supports multi-category selection with OR logic
  • Secondary_Verifications: All 6 categories filterable, sample templates appear in correct category filters, count accuracy maintained
  • Negative_Verification: Templates from unselected categories not displayed, filter combinations work as expected

Test Results (Template):

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record category filtering behavior and accuracy with sample data]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time vs 5-minute expectation]
  • Defects_Found: [Category filtering issues, sample data problems]
  • Screenshots_Logs: [Category filter interface and filtered results]

Execution Analytics:

  • Execution_Frequency: Weekly (Category organization functionality regression)
  • Maintenance_Effort: Low (Category filtering is stable once implemented)
  • Automation_Candidate: Yes (Category selection and result verification suitable for automation)

Test Relationships:

  • Blocking_Tests: Category management service, Template categorization functionality
  • Blocked_Tests: Category-based template recommendations, category analytics
  • Parallel_Tests: TC_010 (Channel filtering), TC_011 (Status filtering)
  • Sequential_Tests: Multi-filter combination tests (TC_013)

Additional Information:

  • Notes: Category filtering uses sample data from user story to ensure realistic testing
  • Edge_Cases: Categories with no templates, category filter performance with large datasets
  • Risk_Areas: Category service performance, filter state management across categories
  • Security_Considerations: Category-based access control, role-specific category visibility

Missing Scenarios Identified:

  • Scenario_1: Category filter with nested or hierarchical categories
  • Type: Enhancement (Advanced categorization)
  • Rationale: Users may need subcategory filtering for better organization
  • Priority: P3-Medium
  • Scenario_2: Category filter integration with search functionality
  • Type: Integration (Search + Category filter)
  • Rationale: Users often combine search terms with category filtering
  • Priority: P2-High




Test Case 12 - Filter Templates by Category with Sample Data Validation

Test Case ID: UX06US06_TC_012
Title: Filter Templates by Category with Sample Data Validation
Created By: Hetal
Created Date: August 19, 2025
Version: 1.0

Classification:

  • Module/Feature: Message Template Management System
  • Test Type: Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Regression
  • Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Consumer, Category-Filter, MOD-Templates, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-Regression-Coverage, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Filter-Service, Context-Category-Organization, Happy-Path

Business Context:

  • Customer_Segment: All (Category filtering essential for template organization and discovery)
  • Revenue_Impact: Medium (Organized template access improves communication efficiency)
  • Business_Priority: Must-Have (Core template organization functionality)
  • Customer_Journey: Daily-Usage (Users regularly need category-specific templates)
  • Compliance_Required: Yes (Category-based template organization aids compliance tracking)
  • SLA_Related: Yes (Quick template discovery affects customer response times)

Quality Metrics:

  • Risk_Level: Medium (Category filtering failures impact template discoverability)
  • Complexity_Level: Medium (Multi-category filtering with business logic)
  • Expected_Execution_Time: 5 minutes
  • Reproducibility_Score: High (Category filtering behavior is deterministic)
  • Data_Sensitivity: Low (Categories are organizational metadata)
  • Failure_Impact: Medium (Affects template organization but not core communication)

Coverage Tracking:

  • Feature_Coverage: 33% (Category filtering of 3 filter types, completing AC4)
  • Integration_Points: Filter Service, Category Management, Template Organization System
  • Code_Module_Mapped: CX-Web, Category-Filter-Service
  • Requirement_Coverage: Complete (AC4 - Category filtering with all 6 categories)
  • Cross_Platform_Support: Web

Stakeholder Reporting:

  • Primary_Stakeholder: Engineering
  • Report_Categories: Quality-Dashboard, Module-Coverage, Regression-Coverage, Engineering
  • Trend_Tracking: Yes (Category usage patterns and filter performance)
  • Executive_Visibility: No (Internal organization feature)
  • Customer_Impact_Level: Medium (Template discoverability affects user productivity)

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 115+
  • Device/OS: Windows 10/11
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Authentication service, Template service, Filter service, Category management service
  • Performance_Baseline: Category filter application < 400ms, category query < 200ms
  • Data_Requirements: Templates across all 6 categories using user story sample data

Prerequisites:

  • Setup_Requirements: Templates exist across all 6 categories (Reports, Billing, Notifications, Onboarding, Alerts, Reminders)
  • User_Roles_Permissions: Access to view and filter templates across all categories
  • Test_Data: Sample templates from user story: Monthly Report (Reports), Payment Confirmation (Billing), Service Outage (Notifications), Welcome Email (Onboarding), Usage Alert (Alerts), Appointment Reminder (Reminders)
  • Prior_Test_Cases: Template creation across all categories (TC_008-009)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates page

Template list shows all templates across categories

N/A

Initial state with diverse categories

2

Verify category diversity in template list

Templates from multiple categories visible with category labels

Expected: Templates from all 6 categories

Category distribution verification

3

Note baseline category counts

Count templates in each category for filter validation

Baseline: Count per category

Data collection for validation

4

Access filter panel

Click "Show Filters" to open filter interface

N/A

Filter panel activation

5

Locate Category filter section

Category filter area with dropdown or checkbox options

N/A

Category filter identification

6

Open Category filter dropdown

Category filter options display all 6 categories

Categories: Reports, Billing, Notifications, Onboarding, Alerts, Reminders

Category filter access

7

Select "Billing" category filter

Billing filter applied, only Billing templates shown

Filter: Billing

Billing category filtering

8

Verify Billing filter accuracy

Only templates with "Billing" category displayed

Expected: Payment Confirmation template

Billing filter validation

9

Check Billing template count

Template count reflects only Billing category templates

Count: Billing templates only

Count accuracy verification

10

Clear Billing filter

All templates from all categories visible again

Action: Deselect Billing

Category filter reset

11

Select "Alerts" category filter

Alerts filter applied, only Alerts templates displayed

Filter: Alerts

Alerts category filtering

12

Verify Alerts filter results

Only Alerts category templates shown in list

Expected: Usage Alert template

Alerts filter accuracy

13

Apply "Notifications" filter additionally

Both Alerts and Notifications templates visible (multi-select)

Filters: Alerts + Notifications

Multi-category filtering

14

Verify multi-category logic

Templates from both selected categories displayed (OR logic)

Expected: Usage Alert + Service Outage templates

Multi-filter logic validation

15

Add "Reminders" to existing filters

Alerts, Notifications, and Reminders templates shown

Filters: Alerts + Notifications + Reminders

Three-category filtering

16

Verify three-category results

Templates from all three selected categories visible

Expected: Templates matching any selected category

Triple-filter accuracy

17

Remove middle filter (Notifications)

Only Alerts and Reminders templates remain

Filters: Alerts + Reminders

Selective filter removal

18

Test "Reports" category filter alone

Clear all, select only Reports category

Filter: Reports only

Reports category isolation

19

Verify Reports filter with sample data

Monthly Report Template visible in results

Expected: Monthly Report Template

Reports filter with sample data

20

Test "Onboarding" category filter

Select Onboarding category, verify Welcome Email appears

Filter: Onboarding, Expected: Welcome Email

Onboarding category validation

21

Clear all category filters

All templates from all categories displayed

Action: Clear all

Complete category filter reset

22

Verify filter reset completeness

Template count returns to full baseline, all categories visible

Expected: All templates restored

Reset verification

Verification Points:

  • Primary_Verification: Category filtering correctly shows only templates from selected category(ies), supports multi-category selection with OR logic
  • Secondary_Verifications: All 6 categories filterable, sample templates appear in correct category filters, count accuracy maintained
  • Negative_Verification: Templates from unselected categories not displayed, filter combinations work as expected

Test Results (Template):

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record category filtering behavior and accuracy with sample data]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time vs 5-minute expectation]
  • Defects_Found: [Category filtering issues, sample data problems]
  • Screenshots_Logs: [Category filter interface and filtered results]

Execution Analytics:

  • Execution_Frequency: Weekly (Category organization functionality regression)
  • Maintenance_Effort: Low (Category filtering is stable once implemented)
  • Automation_Candidate: Yes (Category selection and result verification suitable for automation)

Test Relationships:

  • Blocking_Tests: Category management service, Template categorization functionality
  • Blocked_Tests: Category-based template recommendations, category analytics
  • Parallel_Tests: TC_010 (Channel filtering), TC_011 (Status filtering)
  • Sequential_Tests: Multi-filter combination tests (TC_013)

Additional Information:

  • Notes: Category filtering uses sample data from user story to ensure realistic testing
  • Edge_Cases: Categories with no templates, category filter performance with large datasets
  • Risk_Areas: Category service performance, filter state management across categories
  • Security_Considerations: Category-based access control, role-specific category visibility

Missing Scenarios Identified:

  • Scenario_1: Category filter with nested or hierarchical categories
  • Type: Enhancement (Advanced categorization)
  • Rationale: Users may need subcategory filtering for better organization
  • Priority: P3-Medium
  • Scenario_2: Category filter integration with search functionality
  • Type: Integration (Search + Category filter)
  • Rationale: Users often combine search terms with category filtering
  • Priority: P2-High



Test Case 13 - Apply Multiple Filter Criteria Simultaneously with Complex Scenario

Test Case ID: UX06US06_TC_013
Title: Apply Multiple Filter Criteria Simultaneously with Complex Scenarios
Created By: Hetal
Created Date: August 19, 2025
Version: 1.0

Classification:

  • Module/Feature: Message Template Management System
  • Test Type: Integration
  • Test Level: System
  • Priority: P2-High
  • Execution Phase: Regression
  • Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Consumer, Multi-Filter, MOD-Templates, P2-High, Phase-Regression, Type-Integration, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Module-Coverage, Report-Integration-Testing, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Filter-Engine, Context-Advanced-Filtering, Happy-Path

Business Context:

  • Customer_Segment: All (Advanced filtering critical for efficient template management)
  • Revenue_Impact: Medium (Complex filtering improves user productivity and template discovery)
  • Business_Priority: Should-Have (Advanced filtering enhances user experience)
  • Customer_Journey: Daily-Usage (Power users need sophisticated filtering capabilities)
  • Compliance_Required: No (Advanced filtering is a productivity feature)
  • SLA_Related: Yes (Faster template discovery improves customer response times)

Quality Metrics:

  • Risk_Level: Medium (Complex filter interactions may introduce edge cases)
  • Complexity_Level: High (Multiple filter criteria with AND/OR logic)
  • Expected_Execution_Time: 6 minutes
  • Reproducibility_Score: Medium (Complex filter combinations may have edge cases)
  • Data_Sensitivity: Low (Filtering doesn't expose sensitive data)
  • Failure_Impact: Medium (Affects advanced users but doesn't break core functionality)

Coverage Tracking:

  • Feature_Coverage: 100% (Completes AC4 with all filter combinations)
  • Integration_Points: Filter Engine, Query Optimization, Template Search Service
  • Code_Module_Mapped: CX-Web, Advanced-Filter-Service
  • Requirement_Coverage: Complete (AC4 - Multi-filter combinations, AC10 validation)
  • Cross_Platform_Support: Web

Stakeholder Reporting:

  • Primary_Stakeholder: Product
  • Report_Categories: Quality-Dashboard, Module-Coverage, Integration-Testing, Product
  • Trend_Tracking: Yes (Advanced filter usage patterns and performance)
  • Executive_Visibility: No (Advanced user feature)
  • Customer_Impact_Level: Medium (Enhances power user productivity)

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 115+
  • Device/OS: Windows 10/11
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Authentication service, Template service, Advanced filter service, Query optimization engine
  • Performance_Baseline: Multi-filter application < 800ms, complex queries < 1 second
  • Data_Requirements: Diverse template dataset across all channels, statuses, and categories

Prerequisites:

  • Setup_Requirements: Complex template dataset with variety across all filter dimensions
  • User_Roles_Permissions: Access to advanced filtering capabilities
  • Test_Data: Templates covering: Email/SMS/In-App/WhatsApp, Published/Draft, all 6 categories
  • Prior_Test_Cases: Individual filter tests (TC_010-012)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Access Templates page with full dataset

Template list shows comprehensive dataset across all dimensions

N/A

Baseline complex dataset

2

Document baseline counts

Record total templates and distribution across filters

Baseline: Full dataset metrics

Data baseline documentation

3

Open filter panel

Filter interface displays all filter categories

N/A

Filter panel access

4

Apply Email channel filter

Only Email templates displayed

Filter: Email

First filter dimension

5

Add Published status filter

Only Published Email templates shown

Filters: Email + Published

Two-dimensional filtering

6

Verify two-filter combination

Results match both criteria (AND logic between dimensions)

Expected: Published Email templates only

AND logic validation

7

Add Billing category filter

Only Published Email Billing templates displayed

Filters: Email + Published + Billing

Three-dimensional filtering

8

Verify three-filter accuracy

Results extremely specific, matching all three criteria

Expected: Very narrow result set

Complex filter accuracy

9

Check filter count accuracy

Template count reflects precise filtering results

Count: Matches filter criteria

Count precision

10

Remove status filter (middle filter)

Email Billing templates shown (both Published and Draft)

Filters: Email + Billing

Selective filter removal

11

Add multiple channels

Email and SMS Billing templates displayed

Filters: Email + SMS + Billing

Multi-channel with category

12

Verify OR logic within dimensions

Templates from Email OR SMS with Billing category

Logic: OR within dimension, AND between dimensions

Logic validation

13

Add multiple categories

Email/SMS templates from Billing or Notifications

Filters: Email + SMS + Billing + Notifications

Multi-category combination

14

Test maximum filter complexity

Apply filters across all dimensions with multiple selections

Filters: 2 channels + 1 status + 3 categories

Maximum complexity test

15

Verify performance with complex filters

Filter application completes within performance baseline

Performance: < 800ms

Performance validation

16

Test filter edge case

Apply filters that might yield no results

Filters: Conflicting or very restrictive

Edge case handling

17

Verify empty state handling

Appropriate "no results" message for empty filter results

Expected: Clear empty state message

Empty state validation

18

Test filter reset functionality

Clear all filters returns to full dataset

Action: Clear all filters

Complete reset validation

19

Test filter persistence

Apply complex filters, perform other actions, verify persistence

Test: Complex filters + page interaction

Filter persistence

20

Verify filter state indicators

All active filters clearly indicated in UI

Visual: Active filter indicators

Filter state visualization

21

Test search integration with filters

Apply complex filters and add search term

Combination: Multi-filters + search

Search-filter integration

22

Verify search-filter combination

Search works within filtered results

Test: Search term within filtered templates

Combined functionality

23

Test filter removal in different orders

Remove filters in various sequences

Test: Remove first, middle, last filters

Removal order flexibility

24

Verify filter independence

Each filter dimension works independently

Test: Individual filter functionality within complex set

Filter independence

25

Test extreme filter combinations

Apply very specific filter combinations

Extreme: All dimensions with single selections

Extreme filtering

Verification Points:

  • Primary_Verification: Multiple filters work together correctly with AND logic between dimensions and OR logic within dimensions
  • Secondary_Verifications: Filter performance acceptable with complex combinations, filter state properly managed and indicated
  • Negative_Verification: No incorrect results with complex filters, empty states handled gracefully

Test Results (Template):

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record complex filtering behavior and performance]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time vs 6-minute expectation]
  • Defects_Found: [Complex filter issues, performance problems]
  • Screenshots_Logs: [Complex filter combinations and results]

Execution Analytics:

  • Execution_Frequency: Weekly (Advanced filtering regression)
  • Maintenance_Effort: High (Complex filter logic requires careful maintenance)
  • Automation_Candidate: Partial (Filter combinations automatable, edge case detection challenging)

Test Relationships:

  • Blocking_Tests: Individual filter functionality (TC_010-012)
  • Blocked_Tests: Search integration with filters, saved filter configurations
  • Parallel_Tests: Performance testing with large datasets
  • Sequential_Tests: Filter-based template recommendations

Additional Information:

  • Notes: Multi-filter functionality validates AC10 requirement for simultaneous filter application
  • Edge_Cases: Filter combinations yielding no results, performance with very large datasets
  • Risk_Areas: Query optimization performance, filter state synchronization
  • Security_Considerations: Filter-based access control, preventing unauthorized data access through filters

Missing Scenarios Identified:

  • Scenario_1: Saved filter configurations for frequent filter combinations
  • Type: Enhancement (User productivity)
  • Rationale: Power users would benefit from saving complex filter setups
  • Priority: P3-Medium
  • Scenario_2: Filter analytics and optimization recommendations
  • Type: Analytics (Usage optimization)
  • Rationale: Understanding filter usage patterns could improve template organization
  • Priority: P4-Low




Test Case 14 -  Verify Template Creation Information Display

Test Case ID: UX06US06_TC_014
Title: Verify Template Creation Information Display with User Story Sample Data
Created By: Hetal
Created Date: August 19, 2025
Version: 1.0

Classification:

  • Module/Feature: Message Template Management System
  • Test Type: UI
  • Test Level: System
  • Priority: P2-High
  • Execution Phase: Regression
  • Automation Status: Automated

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Consumer, Metadata-Display, MOD-Templates, P2-High, Phase-Regression, Type-UI, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-Metadata-Service, Context-Audit-Trail, Happy-Path

Business Context:

  • Customer_Segment: All (Metadata visibility important for template management and audit)
  • Revenue_Impact: Low (Metadata display doesn't directly impact revenue)
  • Business_Priority: Should-Have (Important for template governance and audit trails)
  • Customer_Journey: Daily-Usage (Users need to understand template history and ownership)
  • Compliance_Required: Yes (Audit trails required for template governance)
  • SLA_Related: No (Metadata display doesn't affect operational SLA)

Quality Metrics:

  • Risk_Level: Low (Metadata display is informational)
  • Complexity_Level: Low (Display of stored metadata)
  • Expected_Execution_Time: 3 minutes
  • Reproducibility_Score: High (Metadata display is deterministic)
  • Data_Sensitivity: Medium (User and timestamp information)
  • Failure_Impact: Low (Affects audit capability but not core functionality)

Coverage Tracking:

  • Feature_Coverage: 50% (Creation metadata of creation + update metadata)
  • Integration_Points: Metadata Service, User Management, Timestamp Service
  • Code_Module_Mapped: CX-Web, Metadata-Display-Service
  • Requirement_Coverage: Complete (AC5 - Creation information display)
  • Cross_Platform_Support: Web

Stakeholder Reporting:

  • Primary_Stakeholder: Product
  • Report_Categories: Quality-Dashboard, Module-Coverage, User-Acceptance, Product
  • Trend_Tracking: No (Static display functionality)
  • Executive_Visibility: No (Technical implementation detail)
  • Customer_Impact_Level: Low (Internal audit and governance feature)

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 115+
  • Device/OS: Windows 10/11
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Authentication service, Template service, Metadata service, User management service
  • Performance_Baseline: Metadata display load < 100ms
  • Data_Requirements: Templates with known creation metadata using user story sample data

Prerequisites:

  • Setup_Requirements: Templates exist with creation metadata
  • User_Roles_Permissions: Access to view template metadata
  • Test_Data: Sample templates from user story: "Monthly Report Template" (Created by: John Doe), "Payment Confirmation" (Created by: John Doe)
  • Prior_Test_Cases: Template creation with metadata tracking

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates page

Template list displays with metadata columns/areas

N/A

Metadata display interface

2

Locate template list metadata columns

"Created By" and creation date columns visible in list view

Columns: Created By, Creation Date

Metadata column verification

3

Identify "Monthly Report Template"

Sample template visible in list with metadata

Template: Monthly Report Template

Sample data identification

4

Verify "Created By" field display

"Created By" shows "John Doe" for Monthly Report Template

Expected: "Created By: John Doe"

Creator information from sample

5

Check creation date format

Creation date displayed in user-friendly format

Expected: "17 days ago" or "MM/DD/YYYY"

Date format verification

6

Verify creation date accuracy

Date matches expected creation timeframe

Expected: Reasonable creation date

Date accuracy validation

7

Locate "Payment Confirmation" template

Sample template visible with its metadata

Template: Payment Confirmation

Second sample template

8

Check Payment Confirmation metadata

Shows "Created By: John Doe" and appropriate date

Expected: John Doe, valid date

Sample metadata consistency

9

Click "View" on Monthly Report Template

Template details modal opens with comprehensive metadata

N/A

Detailed metadata access

10

Verify detailed creation information

Modal shows full creation timestamp and user details

Expected: Complete datetime + user info

Detailed metadata display

11

Check creation timestamp precision

Full timestamp with date, time, and timezone if applicable

Format: "Created on MM/DD/YYYY at HH:MM AM/PM"

Timestamp precision

12

Verify creator user information

Full user name and role information displayed

Expected: "John Doe (Utility Administrator)"

Creator details

13

Close and open Payment Confirmation details

Verify consistent metadata display across templates

Template: Payment Confirmation

Metadata consistency

14

Check metadata across different users

If available, verify templates by different creators show correct info

Various creators: Jane Smith, etc.

Multi-user metadata

15

Verify metadata for different template types

Check metadata consistency across Email, SMS, In-App, WhatsApp

Various channels: All types

Cross-channel metadata

16

Test metadata in different views

Verify metadata visible in both list and card views (if available)

Views: List and card

View consistency

17

Check metadata sorting capability

Test if templates can be sorted by creation date or creator

Sort: By creation date

Metadata sorting

18

Verify metadata accessibility

Metadata readable by screen readers and keyboard navigation

Accessibility: Screen reader compatibility

Accessibility compliance

19

Test metadata with special characters

Verify proper display of names with accents, unicode

Test: Names with special characters

Character encoding

20

Validate metadata completeness

All templates show complete creation metadata

Validation: No missing metadata

Completeness verification

Verification Points:

  • Primary_Verification: All templates display accurate creation metadata including "Created By" user and creation date/time
  • Secondary_Verifications: Metadata format user-friendly, sample data from user story correctly displayed, detailed view shows comprehensive information
  • Negative_Verification: No templates missing creation metadata, no incorrect user attribution

Test Results (Template):

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record metadata display accuracy and formatting]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time vs 3-minute expectation]
  • Defects_Found: [Metadata display issues, formatting problems]
  • Screenshots_Logs: [Metadata display screenshots with sample data]

Execution Analytics:

  • Execution_Frequency: Weekly (Metadata display regression)
  • Maintenance_Effort: Low (Metadata display is stable functionality)
  • Automation_Candidate: Yes (Metadata presence and format verification suitable for automation)

Test Relationships:

  • Blocking_Tests: Template creation functionality, User management service
  • Blocked_Tests: Metadata-based sorting and filtering, audit reporting
  • Parallel_Tests: TC_015 (Update metadata), TC_016 (New template metadata)
  • Sequential_Tests: Metadata analytics and reporting features

Additional Information:

  • Notes: Creation metadata provides audit trail and ownership tracking using user story sample data
  • Edge_Cases: Very old templates, templates created by deleted users, timezone handling
  • Risk_Areas: User service integration, timestamp accuracy across timezones
  • Security_Considerations: User information display permissions, metadata privacy

Missing Scenarios Identified:

  • Scenario_1: Metadata display for templates created by users who no longer exist
  • Type: Edge Case (User lifecycle)
  • Rationale: System should handle metadata for deleted/deactivated users gracefully
  • Priority: P3-Medium
  • Scenario_2: Metadata export functionality for audit purposes
  • Type: Enhancement (Audit capability)
  • Rationale: Audit teams may need to export template metadata for compliance
  • Priority: P3-Medium



Test Case 15 - : Verify Template Last Update Information Display

Test Case ID: UX06US06_TC_015
Title: Verify Template Last Update Information Display with Jane Smith Sample Data
Created By: Hetal
Created Date: August 19, 2025
Version: 1.0

Classification:

  • Module/Feature: Message Template Management System
  • Test Type: UI
  • Test Level: System
  • Priority: P2-High
  • Execution Phase: Regression
  • Automation Status: Automated

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Consumer, Update-Metadata, MOD-Templates, P2-High, Phase-Regression, Type-UI, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-Metadata-Service, Context-Template-Lifecycle, Happy-Path

Business Context:

  • Customer_Segment: All (Update metadata critical for template version control and collaboration)
  • Revenue_Impact: Low (Metadata tracking doesn't directly impact revenue)
  • Business_Priority: Should-Have (Important for template change tracking and collaboration)
  • Customer_Journey: Daily-Usage (Users need to track template modifications and contributors)
  • Compliance_Required: Yes (Change tracking required for audit and compliance)
  • SLA_Related: No (Update metadata doesn't affect operational delivery)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates page

Template list displays with metadata including update information

N/A

Template list with update metadata

2

Locate templates with modification history

Templates show both creation and update metadata columns

N/A

Modified template identification

3

Identify "Payment Confirmation" template

Sample template visible with update metadata

Template: Payment Confirmation

Sample template from user story

4

Verify "Updated By" field display

Shows "Updated By: Jane Smith" for Payment Confirmation

Expected: "Updated By: Jane Smith"

Update user from sample data

5

Check "Last updated" timestamp

Displays "Last updated: 2 months ago" or equivalent

Expected: "2 months ago"

Update timing from sample

6

Verify update vs creation differentiation

Update info clearly distinguished from creation info

Comparison: Different users (John Doe vs Jane Smith)

Metadata differentiation

7

Click "View" on Payment Confirmation

Template details modal opens with comprehensive update history

N/A

Detailed update metadata

8

Verify detailed update information

Modal shows full update timestamp and modifier details

Expected: Complete datetime + Jane Smith info

Detailed update display

9

Check update timestamp precision

Full update timestamp with date, time, timezone

Format: "Last updated on MM/DD/YYYY at HH:MM AM/PM"

Update timestamp precision

10

Verify modifier user information

Jane Smith's full name and role displayed

Expected: "Jane Smith (Billing Manager)"

Modifier details

11

Compare creation vs update metadata

Creation shows John Doe, Update shows Jane Smith

Creation: John Doe, Update: Jane Smith

User differentiation

12

Check chronological order

Update timestamp is later than creation timestamp

Validation: Update > Creation time

Chronological validation

13

Verify update reason/change summary

If available, shows what was modified in last update

Expected: Change summary or version notes

Change tracking

14

Test newly created template behavior

New templates show only creation info, no update metadata

Comparison: New vs modified templates

New template state

15

Verify multiple update scenario

Template with multiple updates shows most recent update info

Test: Template with multiple modifications

Recent update priority

Verification Points:

  • Primary_Verification: Templates with modifications display accurate "Updated By" and "Last updated" information distinct from creation metadata
  • Secondary_Verifications: Jane Smith sample data correctly displayed, update timestamps chronologically after creation, update metadata format user-friendly
  • Negative_Verification: Newly created templates don't show update metadata, no confusion between creation and update information

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

Execution Analytics: Execution_Frequency: Per-Release Maintenance_Effort: Low Automation_Candidate: Yes

Test Relationships: Blocking_Tests: Template creation, User authentication Blocked_Tests: Template version history tests Parallel_Tests: Other template modification tests Sequential_Tests: Must run after template creation validation

Additional Information: Notes: Validates audit trail functionality for template modifications Edge_Cases: Multiple rapid edits by same user, edits during user session timeout Risk_Areas: Timestamp accuracy, user session management, concurrent editing conflicts Security_Considerations: User identity verification for modifications, audit logging compliance

Missing Scenarios Identified: Scenario_1: Update information display when template edited by multiple users in sequence Type: Edge Case Rationale: Need to verify update chain tracking in collaborative environments Priority: P3

Scenario_2: Update timestamp accuracy during system clock changes Type: Integration Rationale: Ensure accurate audit trails during system maintenance windows Priority: P4




Test Case 16 - Verify Metadata for Newly Created Template

Test Case ID: UX06US06_TC_016
Title: Verify Metadata for Newly Created Template Using Current User Context
Created By: Hetal
Created Date: August 19, 2025
Version: 1.0

Classification:

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

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Consumer, New-Template-Metadata, MOD-Templates, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-Metadata-Service, Context-Template-Creation, Happy-Path

Business Context:

  • Customer_Segment: All (New template metadata establishes ownership and audit trail from creation)
  • Revenue_Impact: Low (Initial metadata tracking foundation)
  • Business_Priority: Must-Have (Essential for template governance from creation)
  • Customer_Journey: Daily-Usage (Every new template needs proper metadata initialization)
  • Compliance_Required: Yes (Complete audit trail requires accurate initial metadata)
  • SLA_Related: No (Metadata creation doesn't affect delivery SLA)

Quality Metrics:

  • Risk_Level: Low (New template metadata creation is straightforward)
  • Complexity_Level: Medium (Real-time metadata capture during template creation)
  • Expected_Execution_Time: 4 minutes
  • Reproducibility_Score: High (New template metadata creation is consistent)
  • Data_Sensitivity: Medium (User identity and timestamp information)
  • Failure_Impact: Medium (Missing metadata affects audit and governance)

Coverage Tracking:

  • Feature_Coverage: 100% (Completes AC5 - comprehensive metadata display validation)
  • Integration_Points: Template Creation Service, Metadata Service, User Context, Timestamp Service
  • Code_Module_Mapped: CX-Web, Template-Creation-Service
  • Requirement_Coverage: Complete (AC5 - New template metadata initialization)
  • Cross_Platform_Support: Web

Stakeholder Reporting:

  • Primary_Stakeholder: Product
  • Report_Categories: Quality-Dashboard, Module-Coverage, User-Acceptance, Product
  • Trend_Tracking: Yes (Template creation patterns and user activity)
  • Executive_Visibility: No (Technical implementation validation)
  • Customer_Impact_Level: Medium (Foundation for template governance)

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 115+
  • Device/OS: Windows 10/11
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Authentication service, Template service, Metadata service, User context service
  • Performance_Baseline: Metadata creation < 50ms, template save with metadata < 2 seconds
  • Data_Requirements: Current user context for metadata attribution

Prerequisites:

  • Setup_Requirements: User logged in with known identity for metadata testing
  • User_Roles_Permissions: Template creation permissions with metadata tracking
  • Test_Data: Current logged-in user information for attribution testing
  • Prior_Test_Cases: User authentication and template creation service availability

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Verify current user context

Confirm logged-in user identity for metadata attribution

Current User: [Logged-in user name]

User context verification

2

Note current timestamp for reference

Record current date/time for metadata validation

Reference Time: Current timestamp

Timestamp baseline

3

Navigate to Templates page

Template list displays existing templates with metadata

N/A

Baseline template list

4

Click "+ New Template" button

Template creation modal opens

N/A

Template creation initiation

5

Complete template basic information

Fill required fields for template creation

Template Name: "Test Metadata Template"

Basic template setup

6

Select Email channel and HTML format

Channel and format selected

Channel: Email, Format: HTML

Template configuration

7

Fill description and category

Complete template details

Description: "Test template for metadata validation", Category: Notifications

Template details

8

Add sample content and placeholders

Enter template content with placeholders

Content: "Dear {{customer.name}}, This is a test notification."

Template content

9

Click "Create Template" button

Template created successfully

N/A

Template creation completion

10

Return to Templates list view

New template appears in list

N/A

New template verification

11

Locate newly created template

Test template visible in template list

Template: "Test Metadata Template"

New template identification

12

Verify creation metadata in list

Shows current user as creator

Expected: "Created By: [Current User]"

Creator attribution

13

Check creation timestamp in list

Shows current date/time (e.g., "Just now" or current date)

Expected: Recent timestamp

Creation timing

14

Verify no update metadata present

New template shows only creation info, no update fields

Expected: Only creation metadata

New template state

15

Click "View" on new template

Template details modal opens

N/A

Detailed metadata view

16

Verify detailed creation information

Complete creation metadata in detail view

Expected: Full datetime + current user

Detailed creation metadata

17

Check creation timestamp precision

Precise timestamp matching creation time

Expected: Accurate to minute/second

Timestamp precision

18

Verify creator user details

Full user name and role information

Expected: "[Current User] ([Role])"

Creator detail accuracy

19

Confirm absence of update fields

No "Updated By" or "Last updated" information displayed

Expected: No update metadata

Update metadata absence

20

Compare with existing modified templates

Contrast new template metadata with templates having update history

Comparison: New vs modified templates

Metadata state differentiation

Verification Points:

  • Primary_Verification: Newly created template shows accurate creation metadata with current user and timestamp, no update metadata present
  • Secondary_Verifications: Metadata appears immediately upon creation, current user correctly attributed, timestamp accurate to creation time
  • Negative_Verification: No premature update metadata, no incorrect user attribution, no missing creation information

Test Results (Template):

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record new template metadata behavior and accuracy]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time vs 4-minute expectation]
  • Defects_Found: [Metadata creation issues, attribution problems]
  • Screenshots_Logs: [New template metadata screenshots with current user]

Execution Analytics:

  • Execution_Frequency: Weekly (Template creation workflow validation)
  • Maintenance_Effort: Low (Metadata creation is core stable functionality)
  • Automation_Candidate: Partial (User context verification challenging to automate)

Test Relationships:

  • Blocking_Tests: User authentication, Template creation service
  • Blocked_Tests: Template modification tracking, metadata-based analytics
  • Parallel_Tests: Template creation tests (TC_001-004)
  • Sequential_Tests: Template lifecycle and modification tracking

Additional Information:

  • Notes: New template metadata establishes foundation for all subsequent template tracking
  • Edge_Cases: Template creation during user session transitions, system clock changes
  • Risk_Areas: User context service reliability, timestamp accuracy across timezones
  • Security_Considerations: User attribution accuracy, metadata tampering prevention

Missing Scenarios Identified:

  • Scenario_1: Metadata behavior during concurrent template creation by multiple users
  • Type: Concurrency (Multi-user creation)
  • Rationale: System should handle concurrent template creation with accurate attribution
  • Priority: P3-Medium
  • Scenario_2: Metadata consistency across different template creation methods (UI vs API)
  • Type: Integration (Multi-channel creation)
  • Rationale: Templates created through different interfaces should have consistent metadata
  • Priority: P2-High




Test Case 17 - Search Templates by Template Name Using User Story 

Test Case ID: UX06US06_TC_017
Title: Search Templates by Template Name Using User Story Sample Data
Created By: Hetal
Created Date: August 19, 2025
Version: 1.0

Classification:

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

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Consumer, Search-Name, MOD-Templates, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Smoke-Test-Results, Report-Module-Coverage, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-Medium, Integration-Search-Service, Context-Template-Discovery, Happy-Path

Business Context:

  • Customer_Segment: All (Template search critical for efficient template discovery and usage)
  • Revenue_Impact: Medium (Fast template discovery improves customer response times and operational efficiency)
  • Business_Priority: Must-Have (Essential for template library usability with multiple templates)
  • Customer_Journey: Daily-Usage (Users constantly need to find specific templates quickly)
  • Compliance_Required: No (Search is operational efficiency tool)
  • SLA_Related: Yes (Template discovery speed affects customer response SLA)

Quality Metrics:

  • Risk_Level: Medium (Search failures prevent efficient template access)
  • Complexity_Level: Medium (Search algorithm and relevance ranking)
  • Expected_Execution_Time: 3 minutes
  • Reproducibility_Score: High (Search by name is deterministic)
  • Data_Sensitivity: Low (Search terms are operational queries)
  • Failure_Impact: High (Search failures severely impact template discoverability)

Coverage Tracking:

  • Feature_Coverage: 25% (Name search of 4 search types: name, description, tags, content)
  • Integration_Points: Search Service, Template Index, Query Engine
  • Code_Module_Mapped: CX-Web, Template-Search-Service
  • Requirement_Coverage: Complete (AC6 - Template name search functionality)
  • Cross_Platform_Support: Web

Stakeholder Reporting:

  • Primary_Stakeholder: Engineering
  • Report_Categories: Quality-Dashboard, Smoke-Test-Results, Module-Coverage, Engineering
  • Trend_Tracking: Yes (Search usage patterns and success rates)
  • Executive_Visibility: Yes (Template discovery efficiency metric)
  • Customer_Impact_Level: High (Direct impact on user productivity and customer service)

Requirements Traceability:

Test Environment:

  • Environment: Staging
  • Browser/Version: Chrome 115+
  • Device/OS: Windows 10/11
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Authentication service, Template service, Search service, Template indexing service
  • Performance_Baseline: Search response < 500ms, real-time search updates < 200ms
  • Data_Requirements: Sample templates with names from user story: "Monthly Report Template", "Payment Confirmation", "Service Outage Notification"

Prerequisites:

  • Setup_Requirements: Multiple templates exist with sample names from user story
  • User_Roles_Permissions: Access to search and view templates
  • Test_Data: User story sample templates: "Monthly Report Template", "Payment Confirmation", "Service Outage Notification", "Welcome Email", "Usage Alert", "Appointment Reminder"
  • Prior_Test_Cases: Template creation with sample data (TC_001-004)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates page

Template list displays with search bar visible at top

N/A

Search interface access

2

Locate search bar

Search input field visible with placeholder text "Search templates..."

N/A

Search field identification

3

Verify baseline template count

Note total number of templates before search

Baseline: Total template count

Pre-search baseline

4

Click in search bar

Search input field becomes active with cursor

N/A

Search field activation

5

Type "Payment" in search bar

Search results update in real-time as typing

Search Term: "Payment"

Real-time search with sample data

6

Verify Payment search results

Templates with "Payment" in name displayed

Expected: "Payment Confirmation" template

Name-based search accuracy

7

Check search result count

Template count updates to show only matching results

Count: Only Payment-related templates

Search result count

8

Verify search highlighting

Search term "Payment" highlighted in template names

Visual: "Payment" highlighted

Search term highlighting

9

Clear search term

Delete "Payment" from search bar

Action: Clear search

Search clearing

10

Verify search reset

All templates displayed again, count returns to baseline

Expected: Full template list

Search reset verification

11

Search for "Monthly"

Type "Monthly" to find Monthly Report Template

Search Term: "Monthly"

Second sample search

12

Verify Monthly search results

"Monthly Report Template" appears in results

Expected: "Monthly Report Template"

Monthly template discovery

13

Test partial name search

Search for "Report" to find report-related templates

Search Term: "Report"

Partial name matching

14

Verify partial search accuracy

Templates containing "Report" in name shown

Expected: "Monthly Report Template"

Partial name search validation

15

Test case sensitivity

Search for "PAYMENT" in uppercase

Search Term: "PAYMENT"

Case insensitive search

16

Verify case insensitive results

Same results as lowercase "payment" search

Expected: "Payment Confirmation"

Case sensitivity validation

17

Search for "Welcome"

Find Welcome Email template

Search Term: "Welcome"

Welcome template search

18

Verify Welcome search results

"Welcome Email" template displayed

Expected: "Welcome Email" template

Welcome template verification

19

Test search with special characters

Search for template names with special characters if any

Search Term: Names with special chars

Special character handling

20

Test search performance

Verify search completes within performance baseline

Performance: < 500ms response

Search performance validation

Verification Points:

  • Primary_Verification: Search by template name returns accurate results using user story sample data, real-time search updates as user types
  • Secondary_Verifications: Case-insensitive search works, partial name matching functional, search highlighting visible
  • Negative_Verification: Search doesn't return templates without matching names, irrelevant templates excluded

Test Results (Template):

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record search accuracy and performance with sample data]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time vs 3-minute expectation]
  • Defects_Found: [Search accuracy issues, performance problems]
  • Screenshots_Logs: [Search interface and results with sample template names]

Execution Analytics:

  • Execution_Frequency: Daily (Critical template discovery functionality)
  • Maintenance_Effort: Medium (Search algorithm may need tuning based on usage patterns)
  • Automation_Candidate: Yes (Search input and result verification suitable for automation)

Test Relationships:

  • Blocking_Tests: Template creation with sample data, Search service availability
  • Blocked_Tests: Advanced search features, search analytics
  • Parallel_Tests: TC_018-020 (other search types)
  • Sequential_Tests: Search performance optimization, search result ranking

Additional Information:

  • Notes: Name-based search is most common user behavior, using exact sample data from user story
  • Edge_Cases: Very long template names, names with special characters, duplicate name handling
  • Risk_Areas: Search service performance, search index synchronization
  • Security_Considerations: Search query sanitization, result access control

Missing Scenarios Identified:

  • Scenario_1: Search result ranking and relevance optimization
  • Type: Enhancement (Search quality)
  • Rationale: Multiple matching templates should be ranked by relevance
  • Priority: P2-High
  • Scenario_2: Search history and suggested searches
  • Type: Enhancement (User experience)
  • Rationale: Users could benefit from search suggestions and recent searches
  • Priority: P3-Medium




Test Case 18 : Add Tags to Template During Creation

Test Case ID: UX06US06_TC_018
Title: Verify tags can be added to templates during creation process for improved searchability and organization
Created By: Hetal
Created Date: August 20, 2025
Version: 1.0

Classification: Module/Feature: Message Template Management System Test Type: Functional Test Level: System Priority: P2-High Execution Phase: Regression Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Communication Services, Database, MOD-Templates, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Module-Coverage, Report-User-Acceptance, Report-Quality-Dashboard, Customer-All, Risk-Low, Business-High, Revenue-Impact-Medium, Integration-Database, Template-Organization, Happy-Path

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

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

Coverage Tracking: Feature_Coverage: 50% of AC7 Integration_Points: Database, Template Management System Code_Module_Mapped: Templates-Web Requirement_Coverage: Complete Cross_Platform_Support: Web

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

Requirements Traceability: Related_Requirements: AC7 - Template tagging for searchability and organization Related_Bugs: N/A Related_Test_Cases: UX06US06_TC_019

Test Environment: Environment: Staging Browser/Version: Chrome 115+ Device/OS: Windows 10/11 Screen_Resolution: Desktop-1920x1080 Dependencies: Database, Template creation system Performance_Baseline: 2 seconds response time Data_Requirements: Sample tags from user story data

Prerequisites: Setup_Requirements: Template creation interface available and functional User_Roles_Permissions: User with template creation permissions (Utility Administrator or equivalent) Test_Data: Tags "urgent", "payment", "notification" from user story sample data Prior_Test_Cases: Basic template creation functionality must be working

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates section

Templates page loads with "+ New Template" button visible

N/A

Verify template creation access

2

Click "+ New Template" button

"Create New Template" modal opens with all required fields

N/A

Modal should display tag input section

3

Fill basic template information

Required fields populated successfully

Name: "Urgent Payment Notice", Channel: Email, Format: Rich Text

Use descriptive name for tag relevance

4

Select category for template

Category dropdown selection works

Category: Billing

From predefined categories

5

Locate Tags input field

Tags section visible with "Add tag" input field and "Add" button

N/A

Tag interface should be clearly visible

6

Enter first tag in tag field

Tag text appears in input field

Tag Input: "urgent"

From user story sample data

7

Click "Add" button for first tag

Tag "urgent" appears as a tag chip/badge below input

Added Tag: "urgent" displayed as chip

Tag should be visually distinct

8

Enter second tag in input

Second tag text appears in field

Tag Input: "payment"

From user story sample data

9

Click "Add" button for second tag

Tag "payment" appears as additional tag chip

Added Tag: "payment" displayed as chip

Multiple tags should coexist

10

Add third tag using same process

Third tag successfully added

Tag Input: "notification", Added Tag: "notification"

Test multiple tag capability

11

Verify all three tags visible

All tags ("urgent", "payment", "notification") displayed as separate chips

Visible Tags: urgent, payment, notification

All tags should be clearly displayed

12

Complete remaining template fields

Description and subject fields completed

Description: "Template for urgent payment notifications", Subject: "Payment Required - Immediate Action"

Prepare template for creation

13

Click "+ Create Template" button

Template created successfully with all tags saved

N/A

Verify template creation with tags

14

Locate new template in template list

Template appears with tag indicators visible

Template: "Urgent Payment Notice"

Tags should be visible in list view

15

Verify tags display in template card

All three tags visible in template list view

Displayed Tags: urgent, payment, notification

Tags should be accessible in list

16

Click "View" button on template

Template details show all assigned tags

N/A

Detailed view should show complete tag list

Verification Points: Primary_Verification: Tags are successfully added during template creation and visible in both list and detail views 

Secondary_Verifications: Multiple tags can be added to single template, tags display as visual chips/badges, tags persist after template creation

 Negative_Verification: Invalid tag characters are handled appropriately, duplicate tags are prevented

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

Execution Analytics: Execution_Frequency: Per-Release Maintenance_Effort: Low Automation_Candidate: Yes

Test Relationships: Blocking_Tests: Template creation functionality Blocked_Tests: Tag-based search tests Parallel_Tests: Other template creation features Sequential_Tests: Must run before tag search validation

Additional Information: Notes: Critical for template organization and discoverability in large template libraries Edge_Cases: Very long tag names, special characters in tags, maximum number of tags per template Risk_Areas: Tag storage in database, tag display performance with many tags Security_Considerations: Input validation for tag content, XSS prevention in tag display

Missing Scenarios Identified: Scenario_1: Tag removal/editing after template creation Type: Functional Rationale: Users need ability to modify tags after creation Priority: P2

Scenario_2: Tag auto-completion or suggestion based on existing tags Type: Enhancement Rationale: Improves tag consistency and user experience Priority: P3



Test Case 19 : Search Templates by Tags

Test Case ID: UX06US06_TC_019
Title: Verify templates can be found using tag-based search functionality for precise template discovery
Created By: Hetal
Created Date: August 20, 2025
Version: 1.0

Classification: Module/Feature: Message Template Management System Test Type: Functional Test Level: Integration Priority: P2-High Execution Phase: Regression Automation Status: Automated

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Communication Services, API, MOD-Templates, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Integration-Testing, Report-User-Acceptance, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Database, Search-Integration, 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: 2 minutes Reproducibility_Score: High Data_Sensitivity: Low Failure_Impact: Medium

Coverage Tracking: Feature_Coverage: 50% of AC7 Integration_Points: Database, Search Engine, Tag Management Code_Module_Mapped: Templates-Web, Search-API Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting: Primary_Stakeholder: Engineering Report_Categories: Quality-Dashboard, Integration-Testing, User-Acceptance Trend_Tracking: Yes Executive_Visibility: No Customer_Impact_Level: High

Requirements Traceability: Related_Requirements: AC7 - Tag-based search and template discovery Related_Bugs: N/A Related_Test_Cases: UX06US06_TC_018, UX06US06_TC_016

Test Environment: Environment: Staging Browser/Version: Chrome 115+ Device/OS: Windows 10/11 Screen_Resolution: Desktop-1920x1080 Dependencies: Database, Search functionality, existing tagged templates Performance_Baseline: 500ms search response time Data_Requirements: Templates with tags "billing", "urgent", "customer-service" from user story

Prerequisites: Setup_Requirements: Templates with various tags exist in system User_Roles_Permissions: Any authenticated user with template access Test_Data: Templates tagged with "billing", "urgent", "customer-service", "payment", "confirmation" Prior_Test_Cases: Template creation with tags must be working (UX06US06_TC_018)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates section

Templates page loads with search functionality visible

N/A

Establish baseline template list

2

Note total template count

Record current number of templates displayed

Current Count: [X] templates

Baseline for search comparison

3

Click in search box

Search input field becomes active

N/A

Ensure search interface ready

4

Enter tag-based search

Search executes and filters results

Search Term: "billing"

Search for templates with billing tag

5

Review billing tag results

Only templates with "billing" tag displayed

Expected Results: Templates tagged "billing" only

Verify tag-based filtering

6

Verify result accuracy

Check that displayed templates contain billing tag

N/A

Confirm search precision

7

Note result count

Search count shows number of billing-tagged templates

Result Count: [Y] templates found

Verify count accuracy

8

Clear search and try new tag

Search field cleared, enter different tag

Search Term: "urgent"

Test different tag search

9

Review urgent tag results

Templates with "urgent" tag displayed

Expected Results: Templates tagged "urgent" only

Verify different tag filtering

10

Test third tag search

Search for customer-service tagged templates

Search Term: "customer-service"

Test hyphenated tag search

11

Verify customer-service results

Only customer-service tagged templates shown

Expected Results: Customer-service tagged templates

Test complex tag names

12

Try partial tag search

Search with partial tag name

Search Term: "pay"

Should find "payment" tagged templates

13

Verify partial tag matching

Templates with tags containing "pay" displayed

Expected Results: "payment" tagged templates visible

Test partial tag matching

14

Test tag search case sensitivity

Search with uppercase tag name

Search Term: "BILLING"

Should match "billing" tags

15

Verify case insensitive results

Same results as lowercase "billing" search

Expected Results: Same as step 5

Confirm case insensitivity

16

Clear search completely

All templates visible again

N/A

Verify search reset functionality

Verification Points: Primary_Verification: Search returns only templates containing the specified tag

 Secondary_Verifications: Tag search is case-insensitive, supports partial matching, accurate result counts, search reset works 

Negative_Verification: Templates without specified tags are properly filtered out

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

Execution Analytics: Execution_Frequency: Daily Maintenance_Effort: Low Automation_Candidate: Yes

Test Relationships: Blocking_Tests: Template creation with tags, Basic search functionality Blocked_Tests: Advanced tag filtering combinations Parallel_Tests: Keyword search tests Sequential_Tests: Must run after tag creation tests

Additional Information: Notes: Essential for efficient template discovery in enterprise environments with large template libraries Edge_Cases: Search for non-existent tags, very long tag names, special characters in tags Risk_Areas: Search index synchronization, tag search performance with large datasets Security_Considerations: Input sanitization for tag searches, prevention of tag-based information disclosure

Missing Scenarios Identified: Scenario_1: Combined tag and keyword search functionality Type: Integration Rationale: Users often need to search by both tags and content keywords simultaneously Priority: P2

Scenario_2: Tag search with multiple tags (AND/OR logic) Type: Enhancement Rationale: Power users need ability to search for templates with multiple specific tags Priority: P3



Acceptance Criteria 8: Dynamic Content Placeholders

Test Case 20 : Insert Dynamic Placeholders in Template Content

Test Case ID: UX06US06_TC_020
Title: Verify dynamic placeholders can be inserted into template content using Insert Placeholder functionality
Created By: Hetal
Created Date: August 20, 2025
Version: 1.0

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

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Communication Services, API, MOD-Templates, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Report-Product, Report-Quality-Dashboard, Report-Smoke-Test-Results, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-Customer-Data, Dynamic-Content, Happy-Path

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

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

Coverage Tracking: Feature_Coverage: 50% of AC8 Integration_Points: Customer Data Systems, Template Engine, Database Code_Module_Mapped: Templates-Web, Placeholder-Engine Requirement_Coverage: Complete Cross_Platform_Support: Web

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

Requirements Traceability: Related_Requirements: AC8 - Dynamic content insertion through placeholders Related_Bugs: N/A Related_Test_Cases: UX06US06_TC_021

Test Environment: Environment: Staging Browser/Version: Chrome 115+ Device/OS: Windows 10/11 Screen_Resolution: Desktop-1920x1080 Dependencies: Database, Customer data service, Template creation system Performance_Baseline: 2 seconds response time for placeholder insertion Data_Requirements: Customer placeholders from user story sample data

Prerequisites: Setup_Requirements: Template creation interface with placeholder functionality enabled User_Roles_Permissions: User with template creation permissions Test_Data: Placeholders {{customer.firstName}}, {{customer.accountNumber}}, {{company.name}} from user story Prior_Test_Cases: Basic template creation functionality must be working

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates section

Templates page loads with creation capability

N/A

Verify placeholder feature access

2

Click "+ New Template" button

"Create New Template" modal opens

N/A

Ensure creation interface available

3

Fill basic template information

Required fields completed

Name: "Welcome Message", Channel: Email, Format: HTML

Prepare template for content

4

Select category and add description

Category and description fields populated

Category: Onboarding, Description: "Personalized welcome message for new customers"

Complete basic template setup

5

Navigate to template content area

Content editor becomes active and ready

N/A

Locate content input area

6

Enter static welcome text

Basic text content appears in editor

Content: "Dear "

Establish base content

7

Position cursor after "Dear "

Cursor positioned for placeholder insertion

N/A

Prepare for dynamic content

8

Click "Insert Placeholder" button

Placeholder selection dropdown or modal opens

N/A

Access placeholder functionality

9

Select customer first name placeholder

Placeholder selection interface shows customer options

Available Options: customer.firstName, customer.lastName, customer.accountNumber

From user story sample data

10

Choose {{customer.firstName}} placeholder

Placeholder inserted at cursor position

Inserted: {{customer.firstName}}

Verify placeholder format

11

Continue content with static text

Additional content added after placeholder

Content: "Dear {{customer.firstName}}, Welcome to "

Mix static and dynamic content

12

Insert company name placeholder

Position cursor and access placeholder menu again

N/A

Test multiple placeholder insertion

13

Select {{company.name}} placeholder

Company name placeholder inserted

Inserted: {{company.name}}

From user story sample data

14

Complete message content

Finish template with additional static content

Full Content: "Dear {{customer.firstName}}, Welcome to {{company.name}}! Your account number is {{customer.accountNumber}}."

Comprehensive placeholder usage

15

Add account number placeholder

Insert final placeholder for account information

Inserted: {{customer.accountNumber}}

Third placeholder from user story

16

Verify all placeholders display correctly

All placeholders visible with proper formatting

Visible: {{customer.firstName}}, {{company.name}}, {{customer.accountNumber}}

Confirm placeholder rendering

17

Save template as draft

Template saved with all placeholders intact

N/A

Verify placeholder persistence

18

View saved template content

Placeholders preserved in saved content

N/A

Confirm data integrity

Verification Points: Primary_Verification: Dynamic placeholders are correctly inserted using proper {{variable}} format

 Secondary_Verifications: Multiple placeholders can be inserted, placeholders persist when saved, Insert Placeholder button provides appropriate options 

Negative_Verification: Invalid placeholder syntax is prevented, placeholder insertion doesn't break template formatting

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

Execution Analytics: Execution_Frequency: Daily Maintenance_Effort: Medium Automation_Candidate: Planned

Test Relationships: Blocking_Tests: Template creation, Customer data integration Blocked_Tests: Placeholder preview functionality Parallel_Tests: Static content creation tests Sequential_Tests: Must run before placeholder population tests

**Additional Information




Test Case 21: Preview Template with Placeholder Data Population

Test Case ID: UX06US06_TC_021
Title: Verify template preview correctly populates placeholders with sample customer data
Created By: Hetal
Created Date: August 20, 2025
Version: 1.0

Classification: Module/Feature: Message Template Management System 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, MOD-Templates, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Integration-Testing, Report-Quality-Dashboard, Report-User-Acceptance, Customer-All, Risk-High, Business-High, Revenue-Impact-High, Integration-Customer-Data, Preview-Functionality, Happy-Path

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

Quality Metrics: Risk_Level: High Complexity_Level: High Expected_Execution_Time: 3 minutes Reproducibility_Score: High Data_Sensitivity: High Failure_Impact: High

Coverage Tracking: Feature_Coverage: 50% of AC8 Integration_Points: Customer Data API, Template Engine, Preview System Code_Module_Mapped: Templates-Web, Preview-Engine, Customer-API Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting: Primary_Stakeholder: Product Report_Categories: Integration-Testing, Quality-Dashboard, User-Acceptance Trend_Tracking: Yes Executive_Visibility: Yes Customer_Impact_Level: High

Requirements Traceability: Related_Requirements: AC8 - Placeholder data population and preview functionality Related_Bugs: N/A Related_Test_Cases: UX06US06_TC_020

Test Environment: Environment: Staging Browser/Version: Chrome 115+ Device/OS: Windows 10/11 Screen_Resolution: Desktop-1920x1080 Dependencies: Customer Data API, Template system, Preview functionality Performance_Baseline: 1 second preview generation time Data_Requirements: Sample customer data - John Smith, Account #12345, Samoa Water Authority

Prerequisites: Setup_Requirements: Template with placeholders exists, customer data service available User_Roles_Permissions: User with template preview permissions Test_Data: Customer: John Smith, Account: 12345, Company: Samoa Water Authority (from user story) Prior_Test_Cases: Placeholder insertion functionality must be working (UX06US06_TC_020)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates section

Templates page loads with existing templates

N/A

Access template management interface

2

Locate template with placeholders

Template with placeholders visible in list

Template: "Welcome Message" (from TC_020)

Find template created in previous test

3

Click "View" button on template

Template details modal opens showing content

N/A

Access template details

4

Verify placeholder content visible

Template content shows placeholders in {{}} format

Visible Content: "Dear {{customer.firstName}}, Welcome to {{company.name}}! Account: {{customer.accountNumber}}"

Confirm placeholders present

5

Look for Preview functionality

Preview button or option available in interface

N/A

Locate preview feature

6

Click "Preview" button

Preview mode activates or preview modal opens

N/A

Initiate preview generation

7

Select sample customer data

Customer selection interface appears

N/A

Access customer data selection

8

Choose John Smith customer record

Customer data populated for preview

Selected Customer: John Smith, Account: 12345

From user story sample data

9

Generate preview

Preview processes and displays populated content

N/A

Execute placeholder substitution

10

Verify firstName placeholder populated

{{customer.firstName}} replaced with "John"

Expected: "Dear John,"

Confirm first name substitution

11

Verify company name placeholder populated

{{company.name}} replaced with "Samoa Water Authority"

Expected: "Welcome to Samoa Water Authority!"

Confirm company name substitution

12

Verify account number placeholder populated

{{customer.accountNumber}} replaced with "12345"

Expected: "Account: 12345"

Confirm account number substitution

13

Check complete preview content

All placeholders replaced with actual data

Full Preview: "Dear John, Welcome to Samoa Water Authority! Account: 12345"

Verify complete population

14

Verify formatting preservation

Template formatting maintained in preview

N/A

Ensure preview maintains styling

15

Test with different customer

Select different customer for preview

Alternative Customer: Jane Smith, Account: 67890

Test data variation

16

Verify updated preview content

Preview updates with new customer data

Expected: "Dear Jane, Welcome to Samoa Water Authority! Account: 67890"

Confirm dynamic preview updates

17

Return to edit mode

Exit preview and return to template editing

N/A

Verify preview/edit mode transition

18

Confirm placeholders preserved

Original placeholder format intact in edit mode

N/A

Ensure placeholders not permanently replaced

Verification Points: Primary_Verification: All placeholders are correctly replaced with actual customer data in preview mode 

Secondary_Verifications: Preview maintains template formatting, different customer data produces different previews, placeholders preserved in edit mode 

Negative_Verification: Missing customer data fields handled gracefully, preview errors don't break template

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

Execution Analytics: Execution_Frequency: Daily Maintenance_Effort: Medium Automation_Candidate: Planned

Test Relationships: Blocking_Tests: Placeholder insertion, Customer data integration Blocked_Tests: Template sending functionality Parallel_Tests: Other preview features Sequential_Tests: Must run after placeholder creation tests

Additional Information: Notes: Critical for validating template content before sending to customers Edge_Cases: Missing customer data, placeholder formatting errors, preview with incomplete data Risk_Areas: Customer data privacy, preview performance with complex templates, data synchronization Security_Considerations: Customer data access controls, preview data handling, audit logging

Missing Scenarios Identified: Scenario_1: Preview with missing or null customer data fields Type: Error Handling Rationale: System must handle incomplete customer records gracefully Priority: P1

Scenario_2: Preview performance with templates containing many placeholders Type: Performance Rationale: Complex templates may have preview performance issues Priority: P2



Test Case 22 : Save Template as Draft

Test Case ID: UX06US06_TC_022
Title: Verify templates can be saved as drafts before publishing using Save as Draft functionality
Created By: Hetal
Created Date: August 20, 2025
Version: 1.0

Classification: Module/Feature: Message Template Management System Test Type: Functional Test Level: System Priority: P1-Critical Execution Phase: Smoke Automation Status: Automated

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Communication Services, Database, MOD-Templates, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Smoke-Test-Results, Report-Module-Coverage, Customer-All, Risk-Low, Business-Critical, Revenue-Impact-Medium, Integration-Database, Draft-Management, Happy-Path

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

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

Coverage Tracking: Feature_Coverage: 50% of AC9 Integration_Points: Database, Template Management System Code_Module_Mapped: Templates-Web, Draft-Engine 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: No Customer_Impact_Level: Medium

Requirements Traceability: Related_Requirements: AC9 - Draft template functionality for iterative development Related_Bugs: N/A Related_Test_Cases: UX06US06_TC_023

Test Environment: Environment: Staging Browser/Version: Chrome 115+ Device/OS: Windows 10/11 Screen_Resolution: Desktop-1920x1080 Dependencies: Database, Template creation system Performance_Baseline: 2 seconds save response time Data_Requirements: Incomplete template data for draft testing

Prerequisites: Setup_Requirements: Template creation interface available with draft save capability User_Roles_Permissions: User with draft creation permissions Test_Data: Template name "Incomplete Payment Notice", partial content Prior_Test_Cases: Basic template creation interface must be working

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates section

Templates page loads with "+ New Template" button

N/A

Verify draft creation access

2

Click "+ New Template" button

"Create New Template" modal opens

N/A

Access template creation interface

3

Enter basic template name

Template name field populated

Name: "Incomplete Payment Notice"

Use descriptive name for draft

4

Select communication channel

Channel selection completed

Channel: Email

From user story options

5

Select template format

Format selection completed

Format: Rich Text

Complete required selections

6

Enter partial description

Description field partially completed

Description: "Template for payment notices - still in development"

Indicate draft status

7

Select category

Category selection completed

Category: Billing

From predefined categories

8

Add incomplete content

Partial template content entered

Content: "Dear Customer, Your payment is..."

Intentionally incomplete

9

Leave subject field empty

Subject field remains blank

Subject: [empty]

Test draft with missing required fields

10

Locate "Save as Draft" button

Draft save button visible and enabled

N/A

Verify draft save option available

11

Click "Save as Draft" button

Draft save confirmation message appears

N/A

Execute draft save operation

12

Verify success message

"Template saved as draft" or similar message displayed

Expected Message: "Template saved as draft successfully"

Confirm draft save completion

13

Navigate back to template list

Template list refreshes showing saved draft

N/A

Return to main template view

14

Locate draft template in list

"Incomplete Payment Notice" appears with Draft status indicator

Template Status: Draft

Verify draft appears in list

15

Check draft status indicator

Clear visual indication of Draft status (badge, icon, or text)

Status Indicator: "Draft" badge or similar

Draft should be clearly marked

16

Verify draft is not in published templates

When filtering by "Published" status, draft is not shown

Filter: Published templates only

Draft should not appear in published filter

17

Click "Edit" button on draft

Draft opens for editing with all saved content

N/A

Verify draft editability

18

Confirm all draft content preserved

All previously entered information intact

Name, description, content preserved

Verify data persistence

Verification Points: Primary_Verification: Template is successfully saved with Draft status and appears in template list with clear draft indicator

 Secondary_Verifications: Draft content is preserved, draft is editable, draft excluded from published templates, success message displayed 

Negative_Verification: Draft templates are not available for public use, incomplete drafts do not trigger validation errors

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

Execution Analytics: Execution_Frequency: Daily Maintenance_Effort: Low Automation_Candidate: Yes

Test Relationships: Blocking_Tests: Template creation interface Blocked_Tests: Draft to published conversion Parallel_Tests: Template creation tests Sequential_Tests: Must run before draft publishing tests

Additional Information: Notes: Essential for iterative template development and collaboration Edge_Cases: Drafts with minimal content, auto-save functionality, draft expiration Risk_Areas: Draft data persistence, draft access controls, draft storage limits Security_Considerations: Draft visibility controls, user permissions for draft access

Missing Scenarios Identified: Scenario_1: Auto-save draft functionality during template creation Type: Enhancement Rationale: Prevent data loss during template creation process Priority: P3

Scenario_2: Draft expiration and cleanup policies Type: System Rationale: Manage system storage and outdated draft content Priority: P4



Test Case 23 : Convert Draft to Published Template

Test Case ID: UX06US06_TC_023
Title: Verify draft templates can be converted to published status through completion and publishing workflow
Created By: Hetal
Created Date: August 20, 2025
Version: 1.0

Classification: Module/Feature: Message Template Management System Test Type: Functional Test Level: System Priority: P1-Critical Execution Phase: Regression Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Communication Services, Database, MOD-Templates, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-Database, Publishing-Workflow, Happy-Path

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

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

Coverage Tracking: Feature_Coverage: 50% of AC9 Integration_Points: Database, Publishing System, Validation Engine Code_Module_Mapped: Templates-Web, Publishing-Engine Requirement_Coverage: Complete Cross_Platform_Support: Web

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

Requirements Traceability: Related_Requirements: AC9 - Draft to published conversion workflow Related_Bugs: N/A Related_Test_Cases: UX06US06_TC_022

Test Environment: Environment: Staging Browser/Version: Chrome 115+ Device/OS: Windows 10/11 Screen_Resolution: Desktop-1920x1080 Dependencies: Database, Template validation system, Publishing workflow Performance_Baseline: 2 seconds publishing response time Data_Requirements: Existing draft template ready for completion

Prerequisites: Setup_Requirements: Draft template exists from previous test case User_Roles_Permissions: User with publishing permissions Test_Data: Draft template "Incomplete Payment Notice" from TC_022 Prior_Test_Cases: Draft creation functionality must be working (UX06US06_TC_022)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates section

Templates page loads with draft templates visible

N/A

Access template management interface

2

Locate draft template

"Incomplete Payment Notice" visible with Draft status

Template: "Incomplete Payment Notice"

Find draft from previous test

3

Click "Edit" button on draft

Draft template opens in edit mode

N/A

Access draft editing interface

4

Complete missing subject field

Subject field populated with required content

Subject: "Payment Notice - Action Required"

Complete mandatory field

5

Enhance template content

Complete the incomplete content from draft

Content: "Dear {{customer.firstName}}, Your payment of ${{payment.amount}} is due on {{payment.dueDate}}. Please submit payment to avoid service interruption."

Add placeholders and complete message

6

Add required tags

Tags field populated for better organization

Tags: "payment", "billing", "reminder"

From user story sample data

7

Review all required fields

Verify all mandatory fields are completed

Name, Channel, Format, Category, Subject, Content all filled

Ensure publishing requirements met

8

Look for publish option

"Create Template" or "Publish" button available

N/A

Locate publishing functionality

9

Click "Create Template" button

Publishing validation begins

N/A

Initiate publishing process

10

Handle validation if any

If validation errors appear, address them

N/A

Resolve any remaining issues

11

Confirm publishing action

Publishing confirmation dialog appears

N/A

Confirm intent to publish

12

Complete publishing process

Template successfully converted to Published status

N/A

Execute status change

13

Verify success message

"Template published successfully" message displayed

Expected Message: Template published confirmation

Confirm publishing completion

14

Return to template list

Template list refreshes with updated status

N/A

View updated template list

15

Locate published template

Template now shows "Published" status instead of "Draft"

Status: Published

Verify status change

16

Verify template availability

Published template appears in Published filter

Filter: Published templates

Confirm public availability

17

Check template metadata

"Created By" and "Published Date" information displayed

Published Date: Current date

Verify publishing metadata

18

Test template functionality

Published template can be viewed and used

N/A

Confirm full functionality

Verification Points: Primary_Verification: Draft template successfully converted to Published status and available for use 

Secondary_Verifications: Status indicator updated, template appears in Published filter, publishing metadata recorded, all template functionality available 

Negative_Verification: Draft status completely removed, template validation prevents publishing of incomplete templates

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

Execution Analytics: Execution_Frequency: Daily Maintenance_Effort: Low Automation_Candidate: Yes

Test Relationships: Blocking_Tests: Draft creation, Template validation Blocked_Tests: Template usage in workflows Parallel_Tests: Other publishing tests Sequential_Tests: Must run after draft creation tests

Additional Information: Notes: Critical workflow for moving templates from development to production use Edge_Cases: Publishing with invalid placeholders, concurrent draft editing, publishing permissions Risk_Areas: Validation bypass, incomplete template publishing, status synchronization Security_Considerations: Publishing permissions, audit logging, template approval workflows

Missing Scenarios Identified: Scenario_1: Publishing workflow with approval requirements Type: Business Process Rationale: Enterprise environments often require approval before template publishing Priority: P2

Scenario_2: Validation of placeholders before publishing Type: Functional Rationale: Published templates must have valid placeholder syntax Priority: P1



Test Case 24 : Apply Multiple Simultaneous Filters

Test Case ID: UX06US06_TC_024
Title: Verify multiple filter criteria can be applied simultaneously for precise template filtering
Created By: Hetal
Created Date: August 20, 2025
Version: 1.0

Classification: Module/Feature: Message Template Management System 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, Database, MOD-Templates, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-User-Acceptance, Report-Module-Coverage, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Database, Filter-Functionality, 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: 3 minutes Reproducibility_Score: High Data_Sensitivity: Low Failure_Impact: Medium

Coverage Tracking: Feature_Coverage: 50% of AC10 Integration_Points: Database, Filter Engine Code_Module_Mapped: Templates-Web, Filter-API Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting: Primary_Stakeholder: QA Report_Categories: Quality-Dashboard, User-Acceptance, Module-Coverage Trend_Tracking: Yes Executive_Visibility: No Customer_Impact_Level: Medium

Requirements Traceability: Related_Requirements: AC10 - Multiple simultaneous filter criteria application Related_Bugs: N/A Related_Test_Cases: UX06US06_TC_025

Test Environment: Environment: Staging Browser/Version: Chrome 115+ Device/OS: Windows 10/11 Screen_Resolution: Desktop-1920x1080 Dependencies: Database, Filter system, diverse template dataset Performance_Baseline: 1 second filter response time Data_Requirements: Templates across Email/SMS channels, Billing/Reports categories, Published/Draft statuses

Prerequisites: Setup_Requirements: Diverse template library with various channels, categories, and statuses User_Roles_Permissions: Any authenticated user with template access Test_Data: Mix of Email/SMS templates, Billing/Reports categories, Published/Draft statuses from user story Prior_Test_Cases: Individual filter functionality must be working

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates section

Templates page loads showing full template list

N/A

Establish baseline with all templates

2

Note total template count

Record current number of templates displayed

Current Count: [X] templates

Baseline for filter comparison

3

Click "Show Filters" button

Filter panel opens showing all filter options

N/A

Access filtering interface

4

Verify all filter categories

Channel, Status, Category filters visible

Available Filters: Channel, Status, Category

Confirm filter options available

5

Select Email channel filter

Email filter applied, template list updates

Filter Applied: Channel = Email

First filter application

6

Note Email filter results

Count shows only Email templates

Email Count: [Y] templates

Record first filter result

7

Add Billing category filter

Billing category filter applied additionally

Filter Applied: Channel = Email + Category = Billing

Second filter addition

8

Verify combined filter results

Only Email + Billing templates displayed

Combined Results: Email AND Billing templates

Verify AND logic

9

Note combined filter count

Count reflects templates meeting both criteria

Combined Count: [Z] templates

Should be <= Email count

10

Add Published status filter

Published status filter applied as third criteria

Filter Applied: Channel = Email + Category = Billing + Status = Published

Third filter addition

11

Verify triple filter results

Only templates meeting all three criteria shown

Triple Results: Email AND Billing AND Published

Verify triple AND logic

12

Check final filter count

Count shows templates meeting all criteria

Final Count: [W] templates

Should be <= previous count

13

Verify filter indicators

All three filters show as active/selected

Active Filters: Email, Billing, Published

Visual confirmation of active filters

14

Remove one filter (Status)

Click to remove Published status filter

Filter Removed: Status filter cleared

Test filter removal

15

Verify filter removal result

Results update to show Email + Billing only

Updated Results: Email AND Billing (no status filter)

Confirm filter removal works

16

Clear all filters

Use "Clear All" or remove remaining filters

All Filters Cleared

Test complete filter reset

17

Verify complete reset

All templates visible again

Final Count: Same as step 2

Confirm complete filter reset

18

Test different combination

Apply SMS + Reminders + Draft filters

New Combination: SMS AND Reminders AND Draft

Test different filter combination

Verification Points: Primary_Verification: Multiple filters work together using AND logic to progressively narrow results

 Secondary_Verifications: Filter count accurately reflects filtered results, filter removal updates results appropriately, filter indicators show active state 

Negative_Verification: Templates not matching all criteria are excluded, filter count never exceeds logical maximum

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

Execution Analytics: Execution_Frequency: Weekly Maintenance_Effort: Low Automation_Candidate: Yes

Test Relationships: Blocking_Tests: Individual filter functionality Blocked_Tests: Advanced filter features Parallel_Tests: Search functionality tests Sequential_Tests: Must run after basic filter validation

Additional Information: Notes: Essential for efficient template discovery in large template libraries Edge_Cases: All filters resulting in empty results, rapid filter changes, filter performance with large datasets Risk_Areas: Filter logic accuracy, performance with multiple filters, filter state management Security_Considerations: Filter access controls, data exposure through filtering

Missing Scenarios Identified: Scenario_1: Filter combinations resulting in zero results Type: Edge Case Rationale: Users need clear feedback when filter combinations yield no results Priority: P3

Scenario_2: Filter performance with very large template datasets Type: Performance Rationale: Enterprise deployments may have thousands of templates Priority: P2



Test Case 25 : Complex Filter Combinations with Search

Test Case ID: UX06US06_TC_025
Title: Verify complex filter combinations work accurately with search functionality for comprehensive template discovery
Created By: Hetal
Created Date: August 20, 2025
Version: 1.0

Classification: Module/Feature: Message Template Management System Test Type: Functional Test Level: Integration Priority: P3-Medium Execution Phase: Regression Automation Status: Automated

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Communication Services, API, MOD-Templates, P3-Medium, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Integration-Testing, Report-Quality-Dashboard, Report-User-Acceptance, Customer-All, Risk-Medium, Business-Medium, Revenue-Impact-Low, Integration-Search, Complex-Filtering, Happy-Path

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

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

Coverage Tracking: Feature_Coverage: 50% of AC10 Integration_Points: Database, Filter Engine, Search Engine Code_Module_Mapped: Templates-Web, Filter-API, Search-API Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting: Primary_Stakeholder: Engineering Report_Categories: Integration-Testing, Quality-Dashboard, User-Acceptance Trend_Tracking: No Executive_Visibility: No Customer_Impact_Level: Low

Requirements Traceability: Related_Requirements: AC10 - Complex filter combinations, AC6 - Search integration Related_Bugs: N/A Related_Test_Cases: UX06US06_TC_024, UX06US06_TC_016

Test Environment: Environment: Staging Browser/Version: Chrome 115+ Device/OS: Windows 10/11 Screen_Resolution: Desktop-1920x1080 Dependencies: Database, Filter system, Search system, comprehensive template dataset Performance_Baseline: 1 second combined filter+search response time Data_Requirements: Complex template dataset with various attributes and content

Prerequisites: Setup_Requirements: Comprehensive template dataset spanning all channels, categories, and statuses User_Roles_Permissions: Any authenticated user with template access Test_Data: Templates with various combinations of attributes and searchable content Prior_Test_Cases: Individual filter and search functionality must be working

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates section

Full template library displayed

N/A

Establish comprehensive baseline

2

Record total template count

Note complete template inventory

Total Count: [X] templates

Baseline for complex filtering

3

Apply SMS channel filter

Only SMS templates displayed

Filter: Channel = SMS

First filter criterion

4

Add Alerts category filter

SMS + Alerts templates shown

Filter: Channel = SMS + Category = Alerts

Second filter criterion

5

Add search term "usage"

SMS + Alerts + "usage" content results

Search: "usage" + Filters: SMS, Alerts

Combine search with filters

6

Verify complex result accuracy

Results contain SMS, Alerts category, and "usage" content

Expected: Templates meeting ALL criteria

Verify AND logic across search+filters

7

Note complex filter count

Record count of highly filtered results

Complex Count: [Y] templates

Should be very specific subset

8

Change to different combination

Clear and apply WhatsApp + Reminders + Published

New Combination: WhatsApp + Reminders + Published

Test different complex combination

9

Add search term "appointment"

WhatsApp + Reminders + Published + "appointment"

Search: "appointment" + Filters: WhatsApp, Reminders, Published

Different search+filter combination

10

Verify second combination accuracy

Results match all specified criteria

Expected: WhatsApp Reminders with "appointment" content

Verify consistency

11

Test edge case: restrictive filters

Apply Email + Billing + Draft + search "nonexistent"

Edge Case: Very restrictive criteria likely yielding zero results

Test empty result handling

12

Verify empty result handling

"No templates found" message with active filters shown

Expected: Empty state with filter context

Verify graceful empty result handling

13

Remove search term only

Clear search but keep filters active

Action: Clear search, keep Email + Billing + Draft

Test search/filter independence

14

Verify filter-only results

Results show Email + Billing + Draft templates (without search)

Expected: Filtered results without search constraint

:**

Verification Points: Primary_Verification: Complex filter combinations work accurately with search functionality using AND logic 

Secondary_Verifications: Search and filters work independently, empty results handled gracefully, complete reset functionality works 

Negative_Verification: Results never exceed logical constraints, invalid combinations handled properly

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

Execution Analytics: Execution_Frequency: Monthly Maintenance_Effort: Medium Automation_Candidate: Yes

Test Relationships: Blocking_Tests: Basic filter and search functionality Blocked_Tests: Advanced search features Parallel_Tests: Performance tests Sequential_Tests: Must run after basic filter/search validation

Additional Information: Notes: Validates advanced template discovery capabilities for power users Edge_Cases: All filters + search yielding zero results, very long search terms with multiple filters Risk_Areas: Performance with complex queries, filter/search interaction logic, result accuracy Security_Considerations: Query performance limits, resource usage with complex filters

Missing Scenarios Identified: Scenario_1: Filter and search combination performance with large datasets Type: Performance Rationale: Complex queries may impact system performance Priority: P3

Scenario_2: Filter state persistence across user sessions Type: Enhancement Rationale: Users may want to maintain filter preferences Priority: P4




Test Case 26 : Duplicate Existing Template

Test Case ID: UX06US06_TC_026
Title: Verify templates can be duplicated to create variations using template duplication functionality
Created By: Hetal
Created Date: August 20, 2025
Version: 1.0

Classification: Module/Feature: Message Template Management System 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, Database, MOD-Templates, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Module-Coverage, Report-User-Acceptance, Report-Quality-Dashboard, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Medium, Integration-Database, Template-Management, Happy-Path

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

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

Coverage Tracking: Feature_Coverage: 50% of AC11 Integration_Points: Database, Template Management System Code_Module_Mapped: Templates-Web, Duplication-Engine Requirement_Coverage: Complete Cross_Platform_Support: Web

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

Requirements Traceability: Related_Requirements: AC11 - Template duplication for creating variations Related_Bugs: N/A Related_Test_Cases: UX06US06_TC_027

Test Environment: Environment: Staging Browser/Version: Chrome 115+ Device/OS: Windows 10/11 Screen_Resolution: Desktop-1920x1080 Dependencies: Database, Template management system Performance_Baseline: 2 seconds duplication response time Data_Requirements: Existing template "Payment Reminder" for duplication

Prerequisites: Setup_Requirements: Existing template available for duplication User_Roles_Permissions: User with template creation/duplication permissions Test_Data: Source template "Payment Reminder" with complete content and metadata Prior_Test_Cases: Template creation functionality must be working

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates section

Templates page loads with template list

N/A

Access template management interface

2

Locate "Payment Reminder" template

Target template visible in template list

Source Template: "Payment Reminder"

From user story sample data

3

Look for duplication option

Duplicate/Copy action available on template

N/A

Locate duplication functionality

4

Click "Duplicate" or "Copy" button

Duplication action initiates

N/A

Execute duplication command

5

Verify duplication modal/interface

Template duplication interface opens

N/A

Access duplication configuration

6

Review pre-populated fields

Original template data copied to new template form

Original Data: All fields from source template

Verify data copying

7

Modify template name

Change name to differentiate from original

New Name: "Urgent Payment Reminder"

Make meaningful variation

8

Update template description

Modify description to reflect new purpose

New Description: "Enhanced payment reminder with urgency indicators for overdue accounts"

Distinguish from original

9

Modify template content

Make content changes for variation

Modified Content: Add "URGENT:" prefix and "Immediate action required" text

Create meaningful difference

10

Add additional tags

Include new tags while preserving existing ones

Original Tags: "payment", "reminder" + New Tag: "urgent"

Enhance tag metadata

11

Verify all changes applied

Review modified fields before saving

N/A

Confirm modifications are correct

12

Save duplicated template

Complete duplication process

N/A

Execute template creation

13

Verify success message

"Template duplicated successfully" or similar message

Expected Message: Duplication confirmation

Confirm successful duplication

14

Return to template list

Template list refreshes showing both templates

N/A

View updated template inventory

15

Verify both templates exist

Original and duplicate both visible in list

Original: "Payment Reminder", Duplicate: "Urgent Payment Reminder"

Confirm both templates present

16

Check original template unchanged

Original template maintains all original data

N/A

Verify source template integrity

17

Verify duplicate has modifications

Duplicate shows modified name, content, tags

N/A

Confirm customizations applied

18

Test both templates independently

Both templates function as separate entities

N/A

Verify independent functionality

Verification Points: Primary_Verification: Duplicate template created successfully with modified content while preserving original template 

Secondary_Verifications: All original data copied correctly, modifications applied to duplicate only, both templates function independently 

Negative_Verification: Original template remains unchanged, duplicate doesn't overwrite original, no data corruption

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

Execution Analytics: Execution_Frequency: Weekly Maintenance_Effort: Low Automation_Candidate: Planned

Test Relationships: Blocking_Tests: Template creation, Template editing Blocked_Tests: Advanced duplication features Parallel_Tests: Template modification tests Sequential_Tests: Must run after basic template management validation

Additional Information: Notes: Critical for efficient template variation creation and template library management Edge_Cases: Duplicating templates with complex placeholders, duplicate naming conflicts, permission inheritance Risk_Areas: Data integrity during duplication, metadata preservation, template relationships Security_Considerations: Permission inheritance for duplicated templates, audit logging for duplications

Missing Scenarios Identified: Scenario_1: Bulk template duplication functionality Type: Enhancement Rationale: Users may need to duplicate multiple templates simultaneously Priority: P3

Scenario_2: Template duplication with automatic naming conventions Type: Enhancement Rationale: Systematic naming for template variations improves organization Priority: P4



Test Case 27 : Duplicate Template with Channel Conversion

Test Case ID: UX06US06_TC_027
Title: Verify template can be duplicated and converted to different communication channel with appropriate adaptations
Created By: Hetal
Created Date: August 20, 2025
Version: 1.0

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

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Communication Services, Database, MOD-Templates, P3-Medium, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-User-Acceptance, Customer-All, Risk-Medium, Business-Medium, Revenue-Impact-Low, Integration-Channel-Adaptation, Template-Conversion, Happy-Path

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

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

Coverage Tracking: Feature_Coverage: 50% of AC11 Integration_Points: Database, Template System, Channel Validation Code_Module_Mapped: Templates-Web, Channel-Converter Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting: Primary_Stakeholder: Engineering Report_Categories: Quality-Dashboard, User-Acceptance Trend_Tracking: No Executive_Visibility: No Customer_Impact_Level: Low

Requirements Traceability: Related_Requirements: AC11 - Template duplication with channel adaptation Related_Bugs: N/A Related_Test_Cases: UX06US06_TC_026

Test Environment: Environment: Staging Browser/Version: Chrome 115+ Device/OS: Windows 10/11 Screen_Resolution: Desktop-1920x1080 Dependencies: Database, Template system, Channel validation rules Performance_Baseline: 3 seconds conversion response time Data_Requirements: Email template suitable for SMS conversion

Prerequisites: Setup_Requirements: Email template with content suitable for SMS adaptation User_Roles_Permissions: User with template creation and channel modification permissions Test_Data: Email template with content that can be shortened for SMS (160 character limit) Prior_Test_Cases: Basic template duplication must be working (UX06US06_TC_026)

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates section

Templates page with existing email template

N/A

Access template management

2

Locate email template for conversion

Email template visible and suitable for SMS adaptation

Source Template: Email "Payment Reminder" template

Select appropriate template

3

Initiate template duplication

Click duplicate action on email template

N/A

Start duplication process

4

Access duplication configuration

Duplication interface opens with template data

N/A

Enter duplication setup

5

Change communication channel

Select SMS as new channel for duplicate

New Channel: SMS (changed from Email)

Execute channel conversion

6

Verify format options update

Template format options change for SMS

Available Formats: Plain Text only

SMS should only offer Plain Text

7

Select Plain Text format

Plain Text format selected for SMS

New Format: Plain Text

Appropriate for SMS channel

8

Review character limit warning

SMS character limit indicator appears

Character Limit: 160 characters for SMS

Channel-specific constraint

9

Modify template name

Update name to reflect SMS version

New Name: "Payment Reminder SMS"

Indicate channel difference

10

Adapt content for SMS constraints

Shorten content to fit SMS character limits

Original: Long email content → Adapted: "Payment due {{payment.dueDate}}. Amount: ${{payment.amount}}. Pay at {{company.website}} or call {{company.phone}}"

Content adaptation for SMS

11

Verify character count

Character counter shows within SMS limits

Character Count: ≤160 characters

Must meet SMS constraints

12

Remove email-specific elements

Remove HTML formatting, long descriptions

Removed: HTML tags, lengthy explanations

Clean content for SMS

13

Preserve essential placeholders

Keep critical placeholders that work for SMS

Preserved: {{payment.dueDate}}, {{payment.amount}}, {{company.phone}}

Maintain personalization

14

Update template description

Modify description for SMS version

New Description: "SMS version of payment reminder with essential payment information"

Reflect channel change

15

Save SMS template

Complete SMS template creation

N/A

Execute template creation

16

Verify SMS template created

SMS template appears in list with SMS channel indicator

N/A

Confirm successful creation

17

Check original email template

Original email template unchanged and functional

N/A

Verify source template integrity

18

Test SMS template constraints

Verify SMS template meets all SMS requirements

Character Limit: Within 160, Format: Plain Text

Confirm SMS compliance

Verification Points: Primary_Verification: Template successfully duplicated and converted to SMS channel with appropriate content adaptation 

Secondary_Verifications: Character limits enforced, format options appropriate for channel, original template preserved

 Negative_Verification: SMS template doesn't exceed character limits, HTML elements removed, channel-specific constraints applied

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

Execution Analytics: Execution_Frequency: Monthly Maintenance_Effort: Medium Automation_Candidate: No

Test Relationships: Blocking_Tests: Template duplication, Channel validation Blocked_Tests: Advanced channel conversion features Parallel_Tests: Other channel-specific tests Sequential_Tests: Must run after basic duplication validation

Additional Information: Notes: Important for creating channel-specific variations of templates efficiently Edge_Cases: Converting templates with unsupported content, extreme content reduction needs, placeholder compatibility Risk_Areas: Content loss during conversion, character limit validation, channel-specific formatting Security_Considerations: Data integrity during channel conversion, validation of channel-specific constraints

Missing Scenarios Identified: Scenario_1: Automated content optimization for channel conversion Type: Enhancement Rationale: System could suggest optimal content adaptations for different channels Priority: P4

Scenario_2: Bulk channel conversion for multiple templates Type: Enhancement Rationale: Organizations may need to convert multiple templates to new channels Priority: P4



Acceptance Criteria 12: Error Messages and Validation

Test Case 28: Template Name Uniqueness Validation

Test Case ID: UX06US06_TC_028
Title: Verify clear error message when attempting to create template with duplicate name within same category and channel
Created By: Hetal
Created Date: August 20, 2025
Version: 1.0

Classification: Module/Feature: Message Template Management System Test Type: Functional Test Level: System Priority: P1-Critical Execution Phase: Smoke Automation Status: Automated

Enhanced Tags for 17 Reports Support: Tags: Negative, Communication Services, Database, MOD-Templates, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Smoke-Test-Results, Report-QA, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-Medium, Integration-Database, Error-Handling, Validation

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

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

Coverage Tracking: Feature_Coverage: 25% of AC12 Integration_Points: Database, Validation Engine Code_Module_Mapped: Templates-Web, Validation-API Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting: Primary_Stakeholder: Engineering Report_Categories: Quality-Dashboard, Smoke-Test-Results, QA Trend_Tracking: Yes Executive_Visibility: No Customer_Impact_Level: Medium

Requirements Traceability: Related_Requirements: AC12 - Error messages for validation failures, Business Rule - Template name uniqueness Related_Bugs: N/A Related_Test_Cases: UX06US06_TC_029, UX06US06_TC_030

Test Environment: Environment: Staging Browser/Version: Chrome 115+ Device/OS: Windows 10/11 Screen_Resolution: Desktop-1920x1080 Dependencies: Database, Validation system, existing template data Performance_Baseline: 500ms validation response time Data_Requirements: Existing template "Monthly Bill Reminder" in Email/Billing category

Prerequisites: Setup_Requirements: Existing template with known name, category, and channel combination User_Roles_Permissions: User with template creation permissions Test_Data: Existing template "Monthly Bill Reminder" (Email, Billing category) from user story Prior_Test_Cases: Basic template creation functionality must be working

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates section

Templates page loads with existing templates

N/A

Access template management interface

2

Verify existing template

"Monthly Bill Reminder" visible in Email/Billing category

Existing Template: "Monthly Bill Reminder", Channel: Email, Category: Billing

Confirm test data exists

3

Click "+ New Template" button

"Create New Template" modal opens

N/A

Initiate new template creation

4

Select Email as communication channel

Email channel selected

Channel: Email

Match existing template channel

5

Select HTML as template format

HTML format selected

Format: HTML

Complete required selection

6

Enter duplicate template name

Name field populated with existing name

Name: "Monthly Bill Reminder"

Use exact existing name

7

Enter template description

Description field completed

Description: "Test template for duplicate name validation"

Complete required field

8

Select Billing category

Billing category selected from dropdown

Category: Billing

Match existing template category

9

Add sample content

Template content area populated

Content: "This is a test template for validation."

Complete template content

10

Enter subject line

Subject field completed

Subject: "Test Subject for Validation"

Complete email-specific field

11

Attempt to create template

Click "Create Template" button

N/A

Trigger validation process

12

Verify validation error appears

Error message displayed preventing creation

Expected Error: "Template name already exists. Please choose a different name."

Clear, specific error message

13

Check error message placement

Error appears near name field or prominently displayed

Error Location: Near template name field

User-friendly error placement

14

Verify template not created

Template creation blocked, modal remains open

N/A

Validation prevents duplicate creation

15

Modify template name

Change name to unique value

New Name: "Monthly Bill Reminder v2"

Use variation of original name

16

Verify error clears

Error message disappears when name is changed

N/A

Real-time validation feedback

17

Complete template creation

Template created successfully with unique name

N/A

Validation allows unique names

18

Verify both templates exist

Original and new template both visible in list

Original: "Monthly Bill Reminder", New: "Monthly Bill Reminder v2"

Both templates coexist

Verification Points: Primary_Verification: Clear, specific error message displayed when attempting to create template with duplicate name in same category/channel Secondary_Verifications: Error message provides solution guidance, validation prevents duplicate creation, error clears when name is corrected

 Negative_Verification: Duplicate template creation is completely prevented, no partial template creation occurs

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

Execution Analytics: Execution_Frequency: Daily Maintenance_Effort: Low Automation_Candidate: Yes

Test Relationships: Blocking_Tests: Template creation, Database connectivity Blocked_Tests: Advanced validation scenarios Parallel_Tests: Other validation tests Sequential_Tests: Must run after basic template creation validation

Additional Information: Notes: Critical for preventing template name conflicts and maintaining data integrity Edge_Cases: Case sensitivity in name comparison, special characters in names, very long template names Risk_Areas: Database constraint validation, user experience during validation errors Security_Considerations: Input validation, SQL injection prevention in name fields

Missing Scenarios Identified: Scenario_1: Name uniqueness validation across different categories but same channel Type: Edge Case Rationale: Business rules specify uniqueness within category/channel combination Priority: P2

Scenario_2: Real-time name validation during typing Type: Enhancement Rationale: Immediate feedback improves user experience Priority: P3



Test Case 29: Required Field Validation

Test Case ID: UX06US06_TC_029
Title: Verify comprehensive validation prevents template creation when required fields are missing with specific error guidance
Created By: Hetal
Created Date: August 20, 2025
Version: 1.0

Classification: Module/Feature: Message Template Management System Test Type: Functional Test Level: System Priority: P1-Critical Execution Phase: Smoke Automation Status: Automated

Enhanced Tags for 17 Reports Support: Tags: Negative, Communication Services, UI, MOD-Templates, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Smoke-Test-Results, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Validation, Field-Validation

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

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

Coverage Tracking: Feature_Coverage: 25% of AC12 Integration_Points: UI Validation, Database, Form Processing Code_Module_Mapped: Templates-Web, Validation-Engine Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting: Primary_Stakeholder: QA Report_Categories: Quality-Dashboard, Smoke-Test-Results, Engineering Trend_Tracking: Yes Executive_Visibility: Yes Customer_Impact_Level: High

Requirements Traceability: Related_Requirements: AC12 - Required field validation, Business Rule BR-4 - All required fields validation Related_Bugs: N/A Related_Test_Cases: UX06US06_TC_028, UX06US06_TC_030

Test Environment: Environment: Staging Browser/Version: Chrome 115+ Device/OS: Windows 10/11 Screen_Resolution: Desktop-1920x1080 Dependencies: UI validation system, form processing, database Performance_Baseline: 200ms validation response time Data_Requirements: Understanding of required vs optional fields

Prerequisites: Setup_Requirements: Template creation interface with validation rules active User_Roles_Permissions: User with template creation permissions Test_Data: Knowledge of required fields: Name, Channel, Format, Category, Subject (for Email) Prior_Test_Cases: Template creation interface must be accessible

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates section

Templates page loads successfully

N/A

Access template creation interface

2

Click "+ New Template" button

"Create New Template" modal opens with empty fields

N/A

Begin template creation process

3

Leave template name field empty

Name field remains blank

Name: [empty]

Test required field validation

4

Skip communication channel selection

No channel radio button selected

Channel: [not selected]

Test required channel validation

5

Skip template format selection

No format radio button selected

Format: [not selected]

Test required format validation

6

Leave category dropdown unselected

Category shows default placeholder

Category: [not selected]

Test required category validation

7

Skip description field

Description remains empty

Description: [empty]

May be optional field

8

Skip tags field

Tags field remains empty

Tags: [empty]

May be optional field

9

Leave subject field empty

Subject field remains blank

Subject: [empty]

Required for email templates

10

Attempt to create template

Click "Create Template" button

N/A

Trigger comprehensive validation

11

Verify Create button behavior

Button disabled or validation errors prevent submission

N/A

System should prevent creation

12

Check template name validation

Error message appears for missing name

Expected Error: "Template name is required"

Specific field error

13

Check channel validation

Error message for missing channel selection

Expected Error: "Communication channel selection is required"

Channel-specific error

14

Check format validation

Error message for missing format selection

Expected Error: "Template format selection is required"

Format-specific error

15

Check category validation

Error message for missing category

Expected Error: "Category selection is required"

Category-specific error

16

Check subject validation

Error message for missing subject (if Email selected later)

Expected Error: "Subject is required for email templates"

Channel-specific requirement

17

Verify error message placement

Errors appear near respective fields or in summary

N/A

User-friendly error positioning

18

Fill one required field

Enter template name only

Name: "Test Template"

Test incremental validation

19

Verify partial validation

Name error clears but other errors remain

N/A

Real-time validation feedback

20

Complete all required fields

Fill name, select channel, format, category

Complete Data: Name, Email, HTML, Billing

Meet all requirements

21

Verify validation success

All errors clear, Create button becomes enabled

N/A

Validation passes when complete

22

Complete template creation

Template created successfully

N/A

Verify successful creation after validation

Verification Points: Primary_Verification: Template creation blocked until all required fields are completed with specific error messages for each missing field 

Secondary_Verifications: Create button disabled until validation passes, real-time validation feedback, error messages clear when fields are completed 

Negative_Verification: Incomplete templates cannot be created, partial submission prevented, no database records created for invalid templates

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

Execution Analytics: Execution_Frequency: Daily Maintenance_Effort: Low Automation_Candidate: Yes

Test Relationships: Blocking_Tests: Template creation interface Blocked_Tests: Advanced validation scenarios Parallel_Tests: Other validation tests Sequential_Tests: Should run early in validation test suite

Additional Information: Notes: Critical for data integrity and user guidance during template creation Edge_Cases: Browser validation vs server validation, network interruption during validation Risk_Areas: Validation bypass attempts, inconsistent validation rules, user experience issues Security_Considerations: Client-side validation backed by server-side validation, input sanitization

Missing Scenarios Identified: Scenario_1: Field validation priority and error message ordering Type: UX Enhancement Rationale: Users need logical error presentation for efficient correction Priority: P3

Scenario_2: Validation behavior during network connectivity issues Type: Error Handling Rationale: Ensure robust validation during network problems Priority: P2



Test Case 30: Character Limit Validation for SMS Templates

Test Case ID: UX06US06_TC_030
Title: Verify character limit validation and warnings for SMS templates prevent creation of oversized messages
Created By: Hetal
Created Date: August 20, 2025
Version: 1.0

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

Enhanced Tags for 17 Reports Support: Tags: Negative, Communication Services, UI, MOD-Templates, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-QA, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Channel-Validation, Character-Limits

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

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

Coverage Tracking: Feature_Coverage: 25% of AC12 Integration_Points: SMS Channel Validation, Character Counting, UI Feedback Code_Module_Mapped: Templates-Web, SMS-Validator Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting: Primary_Stakeholder: Engineering Report_Categories: Quality-Dashboard, Module-Coverage, QA Trend_Tracking: Yes Executive_Visibility: No Customer_Impact_Level: High

Requirements Traceability: Related_Requirements: AC12 - Character limit validation, SMS Channel constraints (160 characters) Related_Bugs: N/A Related_Test_Cases: UX06US06_TC_028, UX06US06_TC_029

Test Environment: Environment: Staging Browser/Version: Chrome 115+ Device/OS: Windows 10/11 Screen_Resolution: Desktop-1920x1080 Dependencies: SMS validation rules, character counting system Performance_Baseline: Real-time character counting (< 100ms response) Data_Requirements: SMS character limit = 160 characters

Prerequisites: Setup_Requirements: SMS template creation capability with character limit validation User_Roles_Permissions: User with SMS template creation permissions Test_Data: Long text content exceeding 160 characters for testing Prior_Test_Cases: Basic SMS template creation must be available

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates section

Templates page loads with creation options

N/A

Access SMS template creation

2

Click "+ New Template" button

Template creation modal opens

N/A

Begin SMS template creation

3

Select SMS as communication channel

SMS channel selected

Channel: SMS

Trigger SMS-specific validation

4

Verify format options

Only Plain Text format available for SMS

Available Format: Plain Text only

SMS constraint verification

5

Select Plain Text format

Plain Text format selected

Format: Plain Text

Complete required selection

6

Enter basic template information

Name and category fields completed

Name: "Long SMS Test", Category: Alerts

Prepare for content testing

7

Locate character counter

Character counter visible near content area

N/A

Counter should show 0/160 initially

8

Enter short content first

Type content within limits

Content: "Your payment is due tomorrow. Please pay online." (52 characters)

Test normal content

9

Verify character count

Counter shows current character count accurately

Character Count: 52/160

Real-time counting validation

10

Add more content approaching limit

Extend content near 160 character limit

Extended Content: Previous + " Visit www.company.com/pay or call 555-0123 for assistance. Thank you for your business with Samoa Water Authority." (159 characters)

Approach limit threshold

11

Verify near-limit indication

Counter shows content near limit (e.g., yellow warning)

Character Count: 159/160

Visual warning at threshold

12

Add one more character

Type one additional character to exceed limit

Final Content: Add period to make 160 characters exactly

Test exact limit

13

Verify at-limit indication

Counter shows exactly at limit

Character Count: 160/160

Exact limit indication

14

Add content exceeding limit

Type additional text beyond 160 characters

Excess Content: Add " Additional text that exceeds the SMS limit for testing validation." (+75 characters = 235 total)

Exceed character limit

15

Verify over-limit warning

Character counter shows red warning and exceeds limit

Character Count: 235/160 (EXCEEDED)

Clear over-limit indication

16

Check validation message

Warning message about character limit appears

Expected Warning: "Character limit exceeded. SMS messages must be 160 characters or less."

Specific character limit guidance

17

Attempt to save template

Try to create template with excess characters

N/A

Test validation enforcement

18

Verify save prevention

Template creation blocked or warning prevents save

N/A

Over-limit templates cannot be created

19

Reduce content to within limits

Edit content to 160 characters or less

Reduced Content: Remove excess text to reach 155 characters

Bring within acceptable range

20

Verify validation clears

Warning disappears and save becomes available

Character Count: 155/160 (VALID)

Validation clears when compliant

21

Complete template creation

Template created successfully within character limits

N/A

Verify successful creation

Verification Points: Primary_Verification: Character limit validation prevents creation of SMS templates exceeding 160 characters with clear warning messages 

Secondary_Verifications: Real-time character counter, visual warnings at thresholds, validation clears when content is corrected 

Negative_Verification: Over-limit templates cannot be published, character counting is accurate, SMS constraints properly enforced

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

Execution Analytics: Execution_Frequency: Weekly Maintenance_Effort: Low Automation_Candidate: Yes

Test Relationships: Blocking_Tests: SMS template creation, Character counting system Blocked_Tests: Advanced SMS validation scenarios Parallel_Tests: Other channel-specific validation tests Sequential_Tests: Should run after basic SMS template functionality

Additional Information: Notes: Critical for SMS compliance and preventing message truncation or delivery failures Edge_Cases: Unicode characters counting, emoji character counting, placeholder expansion affecting limits Risk_Areas: Character counting accuracy, placeholder length calculation, SMS delivery compliance Security_Considerations: Content validation, character encoding consistency, SMS gateway compatibility

Missing Scenarios Identified: Scenario_1: Character count validation with placeholder expansion Type: Integration Rationale: Placeholders expand to actual content which may exceed limits Priority: P1

Scenario_2: Character limit validation for international SMS standards Type: Compliance Rationale: Different regions may have different SMS character limits Priority: P3




Test Case 31: Template Edit Validation for Published Templates

Test Case ID: UX06US06_TC_031
Title: Verify validation and confirmation messages when attempting to edit published templates with usage warnings
Created By: Hetal
Created Date: August 20, 2025
Version: 1.0

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

Enhanced Tags for 17 Reports Support: Tags: Negative, Communication Services, Database, MOD-Templates, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-User-Acceptance, Report-Product, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Publishing-Workflow, Edit-Validation

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

Quality Metrics: Risk_Level: High Complexity_Level: High Expected_Execution_Time: 4 minutes Reproducibility_Score: High Data_Sensitivity: High Failure_Impact: Critical

Coverage Tracking: Feature_Coverage: 25% of AC12 Integration_Points: Database, Publishing System, Usage Tracking Code_Module_Mapped: Templates-Web, Publishing-Validator, Usage-Tracker Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting: Primary_Stakeholder: Engineering Report_Categories: Quality-Dashboard, User-Acceptance, Product Trend_Tracking: Yes Executive_Visibility: Yes Customer_Impact_Level: Critical

Requirements Traceability: Related_Requirements: AC12 - Edit validation messages, Business Rule BR-2 - Published template edit restrictions Related_Bugs: N/A Related_Test_Cases: UX06US06_TC_028, UX06US06_TC_029, UX06US06_TC_030

Test Environment: Environment: Staging Browser/Version: Chrome 115+ Device/OS: Windows 10/11 Screen_Resolution: Desktop-1920x1080 Dependencies: Database, Publishing system, Usage tracking, template analytics Performance_Baseline: 1 second validation response time Data_Requirements: Published template with known usage in workflows

Prerequisites: Setup_Requirements: Published template in active use with tracked usage data User_Roles_Permissions: User with template editing permissions Test_Data: Published template "Payment Confirmation" currently being used in workflows Prior_Test_Cases: Template publishing functionality must be working

Test Procedure:

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Templates section

Templates page loads with published templates

N/A

Access template management interface

2

Locate published template

"Payment Confirmation" visible with Published status

Template: "Payment Confirmation" (Published)

From user story sample data

3

Verify published status indicator

Template shows clear Published status badge/indicator

Status: Published

Confirm template state

4

Click "Edit" button on published template

Edit action initiates

N/A

Attempt to edit published template

5

Check for usage warning modal

Warning dialog appears about template usage

N/A

System should warn about active usage

6

Review usage information

Warning shows where template is currently being used

Usage Details: "This template is currently used in 3 active workflows and has been sent 247 times this month"

Specific usage information

7

Verify warning message content

Clear message about editing published templates

Expected Warning: "This published template is currently in use. Editing may affect active workflows and ongoing communications."

Business impact warning

8

Check available options

Warning provides options for proceeding

Available Options: "Continue Editing", "Create New Version", "Cancel"

User choice options

9

Select "Cancel" option

Edit operation cancelled, return to template list

N/A

Test cancellation path

10

Verify no changes made

Template remains unchanged and published

N/A

Confirm cancellation works

11

Retry edit action

Click "Edit" button again

N/A

Re-attempt editing

12

Select "Create New Version" option

New version creation process initiates

N/A

Test version creation path

13

Verify new version creation

New draft version created based on published template

New Version: "Payment Confirmation (Draft)"

Safe editing approach

14

Return and test direct edit

Go back and select "Continue Editing" option

N/A

Test direct editing path

15

Verify edit mode access

Published template opens in edit mode

N/A

Direct editing allowed with warning

16

Make minor content change

Modify template content

Changed Content: Add "Please retain this email for your records."

Test actual editing

17

Attempt to save changes

Click save or update button

N/A

Trigger save validation

18

Check save confirmation

Additional confirmation about saving changes to published template

Expected Confirmation: "You are about to update a published template. This will immediately affect all active uses. Continue?"

Final save warning

19

Verify impact warning

Warning explains immediate effect of changes

Impact Warning: "Changes will take effect immediately in all workflows using this template"

Business impact clarity

20

Complete save with confirmation

Confirm save to update published template

N/A

Execute template update

21

Verify successful update

Template updated with new content while maintaining published status

N/A

Confirm successful edit completion

Verification Points: Primary_Verification: Published template editing triggers appropriate warnings about usage impact with clear confirmation dialogs 

Secondary_Verifications: Usage information provided, multiple editing options available, cancellation works properly 

Negative_Verification: Users cannot accidentally edit published templates without understanding impact, all warnings are clear and actionable

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

Execution Analytics: Execution_Frequency: Daily Maintenance_Effort: Medium Automation_Candidate: Planned

Test Relationships: Blocking_Tests: Template publishing, Usage tracking Blocked_Tests: Advanced version control features Parallel_Tests: Other published template operations Sequential_Tests: Must run after template publishing validation

Additional Information: Notes: Critical for preventing accidental disruption of active communications and maintaining system integrity Edge_Cases: Templates with very high usage, concurrent editing attempts, templates in critical workflows Risk_Areas: Accidental template modification, workflow disruption, communication consistency Security_Considerations: Edit permissions for published templates, audit logging of changes, approval workflows

Missing Scenarios Identified: Scenario_1: Template edit impact analysis showing affected workflows Type: Enhancement Rationale: Users need detailed impact assessment before editing published templates Priority: P2

Scenario_2: Scheduled template updates for published templates Type: Enhancement Rationale: Allow planned updates to published templates during maintenance windows Priority: P3


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