Communication Workflows (UX03US04)

Total Test Cases:21
Total Acceptance Criteria:21
Total Coverage Percentage:100%

Test Scenario Summary

Functional Test Scenarios Covered:

Workflow Creation Flow - Complete 3-step wizard process (Details → Trigger → Actions)
Workflow Management - View, Edit, Delete, Filter workflows
Communication Actions - Multi-channel message configuration (Email, SMS, WhatsApp)
Trigger Configuration - Time-based triggers (Specific Date/Time only)
Workflow Execution - Automated workflow processing
Target List Integration - Target list selection in trigger configuration
CC/BCC Email Configuration - Enhanced email recipient management

Non-Functional Test Scenarios:

Performance Monitoring - History and analytics tracking
Integration Points - External system dependencies
Security & Access Control - Role-based permissions
Data Validation - Input validation and error handling
Cross-Platform Compatibility - Desktop browser testing only

FUNCTIONAL TEST CASES

Test Suite: Workflow Creation

Test Case 1: Complete Workflow Creation with 3-Step Wizard

Test Case ID: UX03US04_TC_001
Title: Verify complete workflow creation using 3-step wizard with multi-channel configuration and CC/BCC support
Created By: Prachi
Created Date: 2025-05-28
Version: V1.0.0

Classification:

Module/Feature: Workflow Creation Engine
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual
Enhanced Tags: MOD-Communication, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-Low, Business-Critical, Revenue-Impact-High, HappyPath, Database, Services

Business Context:

Customer Segment: All
Revenue Impact: High
Business Priority: Must-Have
Customer Journey: Workflow-Creation
Compliance Required: Yes
SLA Related: Yes

Quality Metrics:

Risk Level: Low
Complexity Level: Medium
Expected Execution Time: 8 minutes
Reproducibility Score: High
Data Sensitivity: Medium
Failure Impact: Critical

Coverage Tracking:

Feature Coverage: 95%
Integration Points: Workflow Engine, Template Service, Trigger Engine, NSC Event System, SendGrid, Twilio
Code Module Mapped: Communication
Requirement Coverage: REQ-WF-001, REQ-WF-002, REQ-WF-003, REQ-EMAIL-001, REQ-SMS-001, REQ-EVENT-001
Cross Platform Support: Web, Email, SMS, WhatsApp

Stakeholder Reporting:

Primary Stakeholder: Engineering
Report Categories: Quality-Dashboard, Feature-Coverage, Smoke-Results, Multi-Channel-Integration
Trend Tracking: Yes
Executive Visibility: Yes
Customer Impact Level: Critical

Requirements Traceability:

Acceptance Criteria Covered: #1 (3-step wizard process), #2 (Multi-channel configuration), #6 (CC/BCC email support), #8 (Event-based triggers)
Related Requirements: REQ-WF-001 (3-step wizard), REQ-WF-002 (Trigger config), REQ-WF-003 (Multi-channel), REQ-EMAIL-002 (CC/BCC), REQ-EVENT-001 (NSC events)
Related Bugs: N/A
Related Test Cases: UX03US04_TC_002, UX03US04_TC_003, UX03US04_TC_004

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen Resolution: Desktop-1920x1080
Dependencies: Workflow Engine, SendGrid API, Twilio API, NSC Event System, Template Service
Performance Baseline: <1 second page load, <500ms workflow creation
Data Requirements: Valid workflow configuration data, Test templates, Target lists, NSC event data

Prerequisites:

Setup Requirements:

User logged in as Utility Admin
Template library populated with test templates
Target lists configured and accessible
Email/SMS providers configured (SendGrid, Twilio)
NSC event system active
Browser cache cleared
User Roles/Permissions: CSO manager , Utility admin
Prior Test Cases: Login functionality verified, Navigation verified, Basic system setup completed

Test Procedure:

Step	Action	Expected Result	Test Data	Comment
1	Navigate to Communication Workflows page	Workflows page loads with Active tab selected	N/A	Base navigation
2	Click "New Workflow" button	Step 1 (Details) opens with progress indicator showing 1/3	N/A	AC#1: 3-step wizard initialization
3	Enter Workflow Name	Field accepts input, no validation errors	"Customer Onboarding Sequence"	AC#1: Details step data entry
4	Enter Description	Field accepts input, character count updates	"Automated welcome messages for new customers"	AC#1: Details completion
5	Select Audience Type	Dropdown shows Consumer, Technician, Business User options	Select "Consumer"	AC#1: Audience selection
6	Click "Next" button	Navigate to Trigger step, step 2 becomes active	N/A	AC#1: Wizard step progression
7	Select "Event-Based" trigger type	Event-Based option selected, Event Type dropdown appears	N/A	AC#8: Event trigger selection
8	Select Event Type	Dropdown shows system events	Select "NSC-Created"	AC#8: System event configuration
9	Click "Next" button	Navigate to Actions step, step 3 becomes active	N/A	AC#1: Final step navigation
10	Click "Add First Action"	Communication channel selection appears	N/A	AC#2: Channel selection
11	Select Email channel	Email selected, message source options appear	N/A	AC#2: Email channel configuration
12	Click "Create New Message"	Message composition fields appear with CC/BCC options	N/A	AC#6: Enhanced email composer
13	Enter CC field	CC field accepts multiple email addresses	"manager@utility.com, billing@utility.com"	AC#6: CC functionality
14	Enter BCC field	BCC field accepts email addresses	"audit@utility.com"	AC#6: BCC functionality
15	Enter email subject	Subject field accepts input	"Welcome to UtilityConnect!"	AC#2: Email content
16	Enter email content	Message body accepts rich text input	"Dear [Customer.FirstName], Welcome to our service..."	Variable support
17	Add SMS Action	Select SMS channel and configure message	"Welcome! Check your email for details."	AC#2: SMS channel
18	Add WhatsApp Action	Select WhatsApp channel and configure message	"Welcome! 🎉 Your service is active..."	AC#2: WhatsApp channel
19	Click "Create Workflow"	Workflow created successfully with success message	N/A	AC#1: Workflow completion
20	Verify workflow in Active tab	New workflow appears in Active workflows list with correct details	N/A	Workflow activation

Verification Points:

Primary Verification: Complete 3-step wizard creates multi-channel workflow with CC/BCC support successfully
Secondary Verifications: All entered data preserved, event triggers configured, all channels functional
Negative Verification: Cannot skip required steps, invalid email addresses in CC/BCC rejected

Test Case 2: Time-Based Scheduling with Target Lists and Sequential Actions

Test Case ID: UX03US04_TC_002
Title: Verify time-based triggers with target list integration and sequential message delays
Created By: Prachi
Created Date: 2025-05-28
Version: V1.0.0

Classification:

Module/Feature: Time-Based Scheduling Engine
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual
Enhanced Tags: MOD-Communication, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-Medium, Business-High, Revenue-Impact-High, HappyPath, EdgeCase, Database, Services

Business Context:

Customer Segment: All
Revenue Impact: High
Business Priority: Must-Have
Customer Journey: Automated-Scheduling
Compliance Required: No
SLA Related: Yes

Quality Metrics:

Risk Level: Medium
Complexity Level: Complex
Expected Execution Time: 72 hours (long-running for timing verification)
Reproducibility Score: High
Data Sensitivity: Low
Failure Impact: High

Coverage Tracking:

Feature Coverage: 85%
Integration Points: Target List Service,API
Code Module Mapped: Communication
Requirement Coverage: REQ-SCHED-001, REQ-TARGET-001, REQ-SEQ-001, REQ-TIME-001
Cross Platform Support: Web, Email, SMS, WhatsApp

Stakeholder Reporting:

Primary Stakeholder: Engineering
Report Categories: Quality-Dashboard, Scheduling-Accuracy, Target-List-Integration, Sequential-Processing
Trend Tracking: Yes
Executive Visibility: No
Customer Impact Level: High

Requirements Traceability:

Acceptance Criteria Covered: #3 (Time-based triggers), #4 (Automated processing), #5 (Target lists in triggers), #20 (Sequential message delays)
Related Requirements: REQ-SCHED-001 (Time-based scheduling), REQ-TARGET-001 (Target list integration), REQ-SEQ-001 (Sequential actions), REQ-AUTO-001 (Automated processing)
Related Bugs: N/A
Related Test Cases: UX03US04_TC_001, UX03US04_TC_003, UX03US04_TC_015

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen Resolution: Desktop-1920x1080
Dependencies: Scheduler Service, Target List Service, Action Engine, Database, Time Zone Service
Performance Baseline: ±5 minutes timing accuracy, <2 seconds scheduling response, <300ms target list load
Data Requirements: Target lists configured, Future date/time options, Multi-action workflow configurations

Prerequisites: Setup Requirements:

User logged in as Utility Admin
Target lists configured and populated ("Inactive Users" list available)
Scheduler service running and configured
Time zone configuration verified
Multi-channel communication enabled
Timing precision configured (±5 minutes tolerance)
User Roles/Permissions: CSO Manager, utility admin
Prior Test Cases: UX03US04_TC_001 passed, Target list service verified, Scheduler service tested

Test Procedure:

Step	Action	Expected Result	Test Data	comments
1	Navigate to Communication Workflows page	Page loads with Active tab selected	N/A	Base navigation
2	Click "New Workflow" button	Create New Workflow modal opens	N/A	Workflow creation start
3	Enter workflow name and details	Fields accept input successfully	"Reengagement Campaign"	Workflow identification
4	Select "Consumer" audience type	Consumer option selected	N/A	Audience targeting
5	Click "Next" to configure trigger	Navigate to Trigger step	N/A	AC#3: Trigger configuration
6	Select "Time-Based" trigger type	Time-Based option selected, sub-options appear	N/A	AC#3: Time-based selection
7	Select "Specific Date and Time"	Date and Time input fields appear (no recurring option)	N/A	AC#3: Specific timing only
8	Select Target List in trigger step	Target list dropdown appears and shows available lists	Select "Inactive Users (1,250)"	AC#5: Target list in trigger
9	Set date for campaign	Date picker opens, future date selectable	Tomorrow's date	AC#3: Future date validation
10	Set time for campaign	Time picker allows time selection	"10:00:00"	AC#3: Time specification
11	Click "Next" to configure actions	Navigate to Actions step	N/A	Action configuration
12	Add first email action	Select Email channel, configure immediate delivery	Subject: "We Miss You!"	AC#20: Sequential start
13	Add SMS follow-up with delay	Select SMS, set 2-day delay after email	"After previous action + 2 days"	AC#20: Sequential delays
14	Add WhatsApp follow-up	Select WhatsApp, set 1-day delay after SMS	"After previous action + 1 day"	AC#20: Chained timing
15	Create and activate workflow	Workflow created and scheduled for automatic execution	N/A	AC#4: Automated processing
16	Wait for scheduled execution time	Workflow executes automatically at specified time	N/A	AC#4: Automation verification
17	Monitor sequential action execution	Email sends immediately, SMS after 2 days, WhatsApp after 3 days total	Actual timing verification	AC#20: Timing accuracy
18	Verify target list integration	Messages sent only to target list recipients	Target list recipients only	AC#5: Target list filtering

Verification Points:

Primary Verification: Time-based workflow executes automatically with target lists and precise sequential delays
Secondary Verifications: Target list properly integrated in trigger step, timing accuracy within ±5 minutes
Negative Verification: Past dates rejected, target list not available in Details step, invalid delays prevented

Test Case 3: Edit Workflow - Communication Channel Non-Editable

Test Case ID: UX03US04_TC_003
Title: Verify communication channel type cannot be edited in existing workflows
Created By: Prachi
Created Date: 2025-05-28
Version: 1.0

Classification:

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

Enhanced Tags:

MOD-Communication, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-Medium, Business-Critical, Edit-Restrictions, Channel-Immutability,HappyPath

Business Context:

Customer Segment: All
Revenue Impact: High
Business Priority: Must-Have
Customer Journey: Daily-Usage
Compliance Required: Yes
SLA Related: Yes

Quality Metrics:

Risk Level: Medium
Complexity Level: Medium
Expected Execution Time: 3 minutes
Reproducibility Score: High
Data Sensitivity: Medium
Failure Impact: Critical

Coverage Tracking:

Feature Coverage: 60%
Integration Points: Workflow Engine, Edit Service,
Code Module Mapped: Communication
Requirement Coverage: REQ-WF-004, REQ-VAL-001, REQ-EDIT-001
Cross Platform Support: Web

Stakeholder Reporting:

Primary Stakeholder: Engineering
Report Categories: Quality-Dashboard, Business-Rules-Coverage
Trend Tracking: Yes
Executive Visibility: No
Customer Impact Level: Critical

Requirements Traceability:

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen Resolution: Desktop-1920x1080
Dependencies: Workflow Engine, Validation Service, Database
Performance Baseline: <1 second edit page load, <200ms validation response
Data Requirements: Existing workflow with email action configured

Prerequisites: Setup Requirements:

User logged in as CSO
Existing workflow with email action available
Edit permissions configured
Validation rules active

User Roles/Permissions: CSO manager, utility admin

Test Data:

Existing workflow with email channel
Updated subject: "Updated Welcome Message"
Updated CC: "newmanager@utility.com"
Updated BCC: "compliance@utility.com"

Prior Test Cases: UX03US04_TC_001 passed (workflow exists)

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Navigate to Active workflows	Active workflows displayed	N/A	Workflow list view
2	Click edit icon on workflow	Redirect to edit workflow page	N/A	NEW: Edit functionality
3	Navigate to Actions tab	Actions tab displays configured actions	N/A	Actions management
4	Locate existing email action	Email action displayed with configuration	N/A	Existing action identification
5	Attempt to change channel type	Channel type field is disabled/non-editable	N/A	NEW: Non-editable channel
6	Verify channel lock behavior	UI clearly indicates channel cannot be changed	N/A	NEW: Visual indication
7	Verify editable fields	Subject, content, CC/BCC can be modified	N/A	NEW: CC/BCC editable
8	Edit email subject	Subject field accepts changes	"Updated Welcome Message"	Content modification allowed
9	Edit CC field	CC field accepts address changes	"newmanager@utility.com"	NEW: CC editing
10	Edit BCC field	BCC field accepts modifications	"compliance@utility.com"	NEW: BCC editing
11	Try to add new channel type	Cannot convert email to SMS/WhatsApp	N/A	NEW: Channel type locked
12	Save changes	Modified content saved, channel type unchanged	N/A	Selective editing
13	Verify edit restrictions	Error message if channel change attempted	N/A	NEW: Error handling

Verification Points:

Primary Verification: Communication channel type cannot be edited in existing workflows
Secondary Verifications: Content and CC/BCC fields remain editable, proper error handling
Negative Verification: No option to change Email to SMS or other channel types

Test Case 4: View Workflow Execution History

Test Case ID: UX03US04_TC_004
Title: View detailed execution history with updated status format
Created By: Prachi
Created Date: 2025-05-28
Version: 1.0

Classification:

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

Enhanced Tags:

MOD-Communication, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-Low, Business-High, Analytics-Dashboard, Execution-Tracking,HappyPath , API

Business Context:

Customer Segment: All
Revenue Impact: High
Business Priority: Must-Have
Customer Journey: Monitoring
Compliance Required: Yes
SLA Related: Yes

Quality Metrics:

Risk Level: Low
Complexity Level: Low
Expected Execution Time: 2 minutes
Reproducibility Score: High
Data Sensitivity: Medium
Failure Impact: Medium

Coverage Tracking:

Feature Coverage: 70%
Integration Points: History Service, Database
Code Module Mapped: Communication
Requirement Coverage: REQ-HIST-001, REQ-ANAL-001, REQ-TRACK-001
Cross Platform Support: Web

Stakeholder Reporting:

Primary Stakeholder: Engineering
Report Categories: Quality-Dashboard, Analytics-Coverage
Trend Tracking: Yes
Executive Visibility: No
Customer Impact Level: High

Requirements Traceability:

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen Resolution: Desktop-1920x1080
Dependencies: Analytics Engine, History Service, Database
Performance Baseline: <1 second history load, <500ms status update
Data Requirements: Executed workflows with history data

Prerequisites: Setup Requirements:

User logged in as Utility Admin
Workflows with execution history available
Analytics service running
History data populated

User Roles/Permissions: Utility Admin ,CSO manager

Test Data:

Workflows with completed executions
Sample status: "142 delivered 3 failed"
Mixed success scenarios available

Prior Test Cases: Workflow execution completed

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Navigate to Communication Workflows	Page loads successfully	N/A	Base navigation
2	Click "History" tab	History view opens	N/A	History tab access
3	Verify history table displayed	History table displayed successfully	N/A	Table rendering
4	Locate table fields	Table fields include workflow name, recipient type, recipient count, channel, run date, run time and status, action button	N/A	Find execution record
5	Verify status format	Status shows "x delivered y failed" format	"142 delivered 3 failed"	NEW: Status format
6	Click on action button	Detailed breakdown of delivery status	N/A	Expandable details
7	Verify individual message status	Each message shows delivery/failure status	Email: Delivered, SMS: Failed	Message-level tracking
8	Check failed execution	Failed workflow shows failure count	"0 delivered 5 failed"	Failure tracking
9	Verify completed status	Active execution shows completed status	"45 delivered 0 failed"	Success tracking

Verification Points:

Primary Verification: All fields display correct data with proper status format
Secondary Verifications: Action button expands details, individual message status visible
Negative Verification: No missing data or incorrect status calculations

Test Case 5: Workflow Performance Metrics

Test Case ID: UX03US04_TC_005
Title: Verify updated workflow performance metrics calculation and display
Created By: Prachi
Created Date: 2025-05-28
Version: 1.0

Classification:

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

Enhanced Tags:

MOD-Communication, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-Medium, Business-Critical, Performance-Metrics, Success-Rate-Calculation , performance

Business Context:

Customer Segment: All
Revenue Impact: High
Business Priority: Must-Have
Customer Journey: Analytics
Compliance Required: No
SLA Related: Yes

Quality Metrics:

Risk Level: Medium
Complexity Level: Medium
Expected Execution Time: 4 minutes
Reproducibility Score: High
Data Sensitivity: Medium
Failure Impact: Critical

Coverage Tracking:

Feature Coverage: 80%
Integration Points: Analytics Engine, Metrics Service, Database
Code Module Mapped: Communication
Requirement Coverage: REQ-PERF-001, REQ-CALC-001, REQ-METR-001
Cross Platform Support: Web

Stakeholder Reporting:

Primary Stakeholder: Engineering
Report Categories: Quality-Dashboard, Performance-Metrics, Analytics-Coverage
Trend Tracking: Yes
Executive Visibility: Yes
Customer Impact Level: Critical

Requirements Traceability:

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen Resolution: Desktop-1920x1080
Dependencies: Analytics Engine, Calculation Service, Database
Performance Baseline: <500ms metrics calculation, <1 second display update
Data Requirements: Workflows with execution history and metrics data

Prerequisites: Setup Requirements:

User logged in as Utility Admin
Workflows with execution history
Analytics calculations up to date
Performance data available

User Roles/Permissions: Utility Admin role with analytics access

Test Data:

Workflow: "New Customer Welcome" (245 triggered, 240 completed)
Expected Success Rate: 98.0%
Mixed success workflow: (100 triggered, 85 completed, 85% success rate)

Prior Test Cases: Workflows executed with history available

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Navigate to Active workflows	Workflows displayed with metrics	N/A	Metrics visibility
2	Locate workflow with history	Target workflow card visible	"New Customer Welcome"	Target identification
3	Verify "Triggered" definition	NEW: Count of times workflow is used	Triggered: 245	UPDATED: Usage count
4	Verify "Completed" definition	NEW: Count of notifications successfully delivered	Completed: 240	UPDATED: Delivery count
5	Verify Success Rate calculation	NEW: (delivered notifications / total notifications) * 100	Success Rate: 98.0%	UPDATED: Formula
6	Calculate manual verification	Manual: (240/245) * 100 = 97.96% ≈ 98.0%	N/A	NEW: Calculation verification
7	Check workflow with failures	Workflow with failed notifications	Triggered: 100, Completed: 85	Mixed success scenario
8	Verify failure impact on success rate	Success rate reflects delivery success only	Success Rate: 85.0%	NEW: Delivery-based calculation
9	Check draft workflow metrics	Draft workflows show zero metrics	Triggered: 0, Completed: 0	Draft state handling
10	Check real-time metrics update	Metrics update after new executions	N/A	NEW: Real-time updates

Verification Points:

Primary Verification: Updated metrics definitions correctly implemented and calculated
Secondary Verifications: Success rate based on notification delivery, triggered count reflects usage
Negative Verification: Calculation should not be incorrect, draft workflows show zeros

Test Case 6: Workflow CRUD API Operations

Test Case ID: UX03US04_TC_006
Title: Test complete CRUD operations for workflows via API
Created By: Prachi
Created Date: 2025-05-28
Version: 1.0

Classification:

Module/Feature: Workflow API
Test Type: API
Test Level: Integration
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags:

MOD-Communication, P1-Critical, Phase-Regression, Type-API, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-High, Business-Critical, API-Integration, CRUD-Operations,API

Business Context:

Customer Segment: Enterprise
Revenue Impact: High
Business Priority: Must-Have
Customer Journey: Integration
Compliance Required: No
SLA Related: Yes

Quality Metrics:

Risk Level: High
Complexity Level: Medium
Expected Execution Time: 8 minutes
Reproducibility Score: High
Data Sensitivity: Medium
Failure Impact: Critical

Coverage Tracking:

Feature Coverage: 90%
Integration Points: REST API, Database, Authentication Service
Code Module Mapped: API Controller Module, CRUD Service Module
Requirement Coverage: REQ-API-001, REQ-CRUD-001, REQ-AUTH-002
Cross Platform Support: API

Stakeholder Reporting:

Primary Stakeholder: Engineering
Report Categories: API-Quality-Dashboard, Integration-Coverage
Trend Tracking: Yes
Executive Visibility: No
Customer Impact Level: Critical

Requirements Traceability:

Test Environment:

Environment: Staging
Browser/Version: API Testing Tool (Postman/Newman)
Device/OS: Windows 10/11, macOS 12+, Linux
Screen Resolution: N/A
Dependencies: REST API, Database, Authentication Service
Performance Baseline: <500ms API response, <200ms database operations
Data Requirements: Valid API tokens, Test workflow JSON data

Prerequisites: Setup Requirements:

API endpoints accessible
Valid authentication tokens
Database in clean state
API testing tool configured

User Roles/Permissions: API access with workflow management permissions

Test Data:

Valid workflow JSON payload
API authentication token
Test workflow ID for operations
Modified workflow data for updates

Prior Test Cases: Authentication API verified

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	POST /api/workflows	Create workflow successfully	Valid workflow JSON	Create operation
2	Verify response structure	Proper JSON with workflow ID	N/A	Response validation
3	GET /api/workflows	Retrieve all workflows	N/A	Read operation
4	GET /api/workflows/{id}	Retrieve specific workflow	Created workflow ID	Specific read
5	PUT /api/workflows/{id}	Update workflow configuration	Modified workflow data	Update operation
6	Verify update persistence	Changes reflected in GET	N/A	Update verification
7	DELETE /api/workflows/{id}	Delete workflow	Workflow ID	Delete operation
8	Verify deletion	GET returns 404	N/A	Deletion verification
9	Test error scenarios	Invalid data returns errors	Invalid JSON	Error handling
10	Verify status codes	Correct HTTP codes returned	N/A	Status validation

Verification Points:

Primary Verification: All CRUD operations function correctly via API
Secondary Verifications: Proper error handling, correct status codes
Negative Verification: Invalid operations properly rejected

Test Case 7: Maximum Actions Limit Enforcement

Test Case ID: UX03US04_TC_007
Title: Verify workflow cannot exceed maximum of 10 actions per workflow
Created By: Prachi
Created Date: 2025-05-28
Version: 1.0

Classification:

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

Enhanced Tags: MOD-Communication, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Customer-All, Risk-Medium, Business-Medium, Boundary-Testing, Limit-Enforcement ,API

Business Context:

Customer Segment: All
Revenue Impact: Medium
Business Priority: Should-Have
Customer Journey: Configuration
Compliance Required: No
SLA Related: No

Quality Metrics:

Risk Level: Medium
Complexity Level: Low
Expected Execution Time: 6 minutes
Reproducibility Score: High
Data Sensitivity: Low
Failure Impact: Medium

Coverage Tracking:

Feature Coverage: 30%
Integration Points: Workflow Engine, Validation Service
Code Module Mapped: Validation Module, Limit Enforcement Module
Requirement Coverage: REQ-LIMIT-001, REQ-VAL-002
Cross Platform Support: Web

Stakeholder Reporting:

Primary Stakeholder: QA
Report Categories: Quality-Dashboard, Boundary-Testing-Results
Trend Tracking: No
Executive Visibility: No
Customer Impact Level: Medium

Requirements Traceability:

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen Resolution: Desktop-1920x1080
Dependencies: Workflow Engine, Validation Service
Performance Baseline: <100ms validation response
Data Requirements: Workflow in progress, Various action types available

Prerequisites: Setup Requirements:

User logged in as Utility Admin
Workflow creation in progress
All communication channels available
Validation rules active

User Roles/Permissions: Utility Admin role with workflow creation access

Test Data:

Various channel types: Email, SMS, WhatsApp, In-app
10+ action configurations ready
Duplicate action scenarios

Prior Test Cases: Workflow creation process initiated

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Add 9 actions to workflow	All 9 actions added successfully	Various channel types	Approaching limit
2	Add 10th action	10th action added, maximum reached	Email action	NEW: Maximum limit reached
3	Attempt to add 11th action	Error: "Maximum of 10 actions allowed per workflow"	SMS action	NEW: Limit enforcement
4	Verify "Add Action" button state	Button disabled or shows limit message	N/A	NEW: UI limit indication
5	Try to duplicate existing action	Still counts toward 10-action limit	Duplicate email	NEW: Duplication counting
6	Remove one action	"Add Action" button becomes available again	N/A	NEW: Dynamic limit management
7	Add action after removal	Can add action when under limit	WhatsApp action	NEW: Limit management

Verification Points:

Primary Verification: Maximum 10 actions per workflow strictly enforced
Secondary Verifications: Clear error messaging, UI updates dynamically
Negative Verification: Cannot exceed limit under any circumstances

Test Case 8: View Button Functionality

Test Case ID: UX03US04_TC_008
Title: Verify distinct behavior of View button on workflow cards
Created By: Prachi
Created Date: 2025-05-28
Version: 1.0

Classification:

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

Enhanced Tags: MOD-Communication, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-Low, Business-Critical, Navigation-Testing, Read-Only-Access , HappyFlow

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: Low
Expected Execution Time: 3 minutes
Reproducibility Score: High
Data Sensitivity: Low
Failure Impact: Low

Coverage Tracking:

Feature Coverage: 40%
Integration Points: UI Navigation, Workflow Engine
Code Module Mapped: Navigation Module, View Controller
Requirement Coverage: REQ-NAV-001, REQ-VIEW-001
Cross Platform Support: Web

Stakeholder Reporting:

Primary Stakeholder: Engineering
Report Categories: Quality-Dashboard, UI-Navigation-Coverage
Trend Tracking: No
Executive Visibility: No
Customer Impact Level: Medium

Requirements Traceability:

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen Resolution: Desktop-1920x1080
Dependencies: UI Framework, Workflow Engine
Performance Baseline: <500ms page navigation
Data Requirements: Existing workflows with View and Edit buttons

Prerequisites: Setup Requirements:

User logged in as Utility Admin
Existing workflows available
UI navigation functional
View permissions configured

User Roles/Permissions: Utility Admin role with view access

Test Data:

Existing workflow with both View and Edit buttons
Workflow configuration data for verification

Prior Test Cases: Workflow exists and is accessible

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Locate workflow with view buttons	View buttons visible on workflow card	N/A	NEW: Button identification
2	Click "View" button	NEW: Navigate to Details page (read-only)	N/A	NEW: View functionality
3	Verify Details page content	Workflow details displayed in read-only format	N/A	NEW: Read-only verification
4	Verify no edit capabilities	No Save/Edit buttons available in Details view	N/A	NEW: Read-only enforcement
5	Navigate back to workflows list	Return to main workflows page	N/A	NEW: Navigation back

Verification Points:

Primary Verification: View button → Details page (read-only), Edit button → Actions page (editable)
Secondary Verifications: Distinct navigation paths, appropriate permissions enforcement
Negative Verification: View mode doesn't allow editing, Edit mode properly functional

Test Case 9: Workflow Status Toggle with Dependency Check

Test Case ID: UX03US04_TC_009
Title: Verify workflow status toggle shows usage dependencies and impact before allowing deactivation
Created By: Prachi
Created Date: 2025-05-28
Version: 1.0

Classification:

Module/Feature: Workflow Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Security
Automation Status: Manual

Enhanced Tags: MOD-Communication, P1-Critical, Phase-Security, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Dependency-Checking, Status-Management , API

Business Context:

Customer Segment: All
Revenue Impact: High
Business Priority: Must-Have
Customer Journey: Daily-Usage
Compliance Required: Yes
SLA Related: Yes

Quality Metrics:

Risk Level: High
Complexity Level: Medium
Expected Execution Time: 6 minutes
Reproducibility Score: High
Data Sensitivity: Medium
Failure Impact: Critical

Coverage Tracking:

Feature Coverage: 50%
Integration Points: Workflow Engine, Dependency Service, Status Manager
Code Module Mapped: Status Toggle Module, Dependency Check Module
Requirement Coverage: REQ-STAT-001, REQ-DEP-001, REQ-SAFE-001
Cross Platform Support: Web

Stakeholder Reporting:

Primary Stakeholder: Engineering
Report Categories: Quality-Dashboard, Security-Coverage, Dependency-Analysis
Trend Tracking: Yes
Executive Visibility: Yes
Customer Impact Level: Critical

Requirements Traceability:

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen Resolution: Desktop-1920x1080
Dependencies: Workflow Engine, Dependency Service, Template Service
Performance Baseline: <1 second dependency check, <500ms status update
Data Requirements: Active workflows with dependencies, Unused workflows

Prerequisites: Setup Requirements:

User logged in as Utility Admin
Active workflows with dependencies
Unused workflows for comparison
Dependency tracking active

User Roles/Permissions: Utility Admin role with workflow management access

Test Data:

Active workflow with dependencies: "Used in 3 templates, affects 150 customers"
Unused workflow for clean toggle testing
Expected warning: "This will stop all scheduled executions"

Prior Test Cases: Workflows with usage dependencies exist

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Locate active workflow with toggle button	Toggle button shows "Active" status	Active workflow with usage	NEW: Toggle button identification
2	Click toggle to deactivate workflow	System shows dependency check dialog	N/A	NEW: Dependency checking on toggle
3	Review dependency information	Shows "Used in X places" with impact details	"Used in 3 templates, affects 150 customers"	NEW: Usage impact tracking
4	View specific usage locations	List of templates/processes using workflow	Template names and customer counts	NEW: Detailed dependencies
5	Confirm deactivation despite dependencies	Require explicit confirmation with warning	"This will stop all scheduled executions"	NEW: Impact confirmation required
6	Verify workflow status change	Workflow status changes to "Inactive"	Status: Active → Inactive	NEW: Status toggle verification
7	Test reactivation of workflow	Toggle back to "Active" status	N/A	NEW: Reactivation capability
8	Test toggle of unused workflow	Direct toggle without dependency warning	Unused workflow	NEW: Clean toggle for unused
9	Verify dependent process impact	Dependent processes show workflow as inactive	Scheduled executions stopped

Verification Points:

Primary Verification: Toggle process shows all usage dependencies and impact before allowing status change
Secondary Verifications: Clear impact warning, explicit confirmation required, status changes properly reflected
Negative Verification: Cannot accidentally deactivate workflows with dependencies without proper warning

Test Case 10: Variable Data Accuracy Validation

Test Case ID: UX03US04_TC_010
Title: Verify all placeholder variables are replaced with accurate customer data across all channels
Created By: Prachi
Created Date: 2025-05-28
Version: 1.0

Classification:

Module/Feature: Variable Processing Engine
Test Type: Functional
Test Level: Integration
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags: MOD-Communication, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-CRM-CustomerData, Variable-Replacement-Engine,Database

Business Context:

Customer Segment: All
Revenue Impact: High
Business Priority: Must-Have
Customer Journey: Daily-Usage
Compliance Required: Yes
SLA Related: Yes

Quality Metrics:

Risk Level: High
Complexity Level: Medium
Expected Execution Time: 8 minutes
Reproducibility Score: High
Data Sensitivity: High
Failure Impact: Critical

Coverage Tracking:

Feature Coverage: 85%
Integration Points: Variable Engine, Customer Database, Billing System
Code Module Mapped: Variable Processing Module, Data Integration Module
Requirement Coverage: REQ-VAR-001, REQ-DATA-001, REQ-PERS-001
Cross Platform Support: Web, Email, SMS, WhatsApp

Stakeholder Reporting:

Primary Stakeholder: Engineering
Report Categories: Quality-Dashboard, Data-Integration-Coverage, Personalization-Metrics
Trend Tracking: Yes
Executive Visibility: No
Customer Impact Level: Critical

Requirements Traceability:

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen Resolution: Desktop-1920x1080
Dependencies: Variable Engine, Customer Database, Billing System
Performance Baseline: <200ms variable replacement, <500ms data lookup
Data Requirements: Test customer data with all variable types

Prerequisites: Setup Requirements:

User logged in as Utility Admin
Customer database populated with test data
Billing system integration active
Variable engine configured
All communication channels available

User Roles/Permissions: Utility Admin role with data access permissions

Test Data: test_customer: first_name: "John" last_name: "Smith" email: "john.smith@utilitytest.com" phone: "+1-555-123-4567" account_number: "ACC-789456" bill_amount: "$125.50" due_date: "2024-12-15" service_address: "123 Main St, Anytown, ST 12345" Special character test: "José O'Brien"

Prior Test Cases: Customer data integration verified

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Create workflow with customer variables	Variable picker shows all available placeholders	[Customer.FirstName], [Customer.LastName], [Customer.Email]	Basic customer variables
2	Add billing variables to email template	Billing placeholders available	[Bill.Amount], [Bill.DueDate]	Financial data variables
3	Include service variables in message	Service placeholders functional	[Service.Address], [Account.Number]	Service-related data
4	Configure multi-channel workflow	All channels support variable replacement	Email, SMS, WhatsApp	Cross-channel consistency
5	Execute workflow for test customer	All variables replaced with actual data	Customer: John Smith	Data replacement verification
6	Verify email content accuracy	Email shows "Dear John Smith, Your bill of $125.50..."	N/A	Email variable accuracy
7	Check SMS message content	SMS contains actual data: "ACC-789456 bill due 2024-12-15"	N/A	SMS variable accuracy
8	Validate WhatsApp message	WhatsApp shows complete address and amount	N/A	WhatsApp variable accuracy
9	Test with special characters	Variables handle names with apostrophes, accents	Customer: "José O'Brien"	Special character handling
10	Verify variable case sensitivity	[customer.firstname] vs [Customer.FirstName] handling	Mixed case variables	Case handling verification

Verification Points:

Primary Verification: All placeholder variables correctly replaced with actual customer data
Secondary Verifications: No placeholder syntax visible in final messages, special characters handled correctly
Negative Verification: No system errors or null values displayed to customers

Test Case 11: Missing Data Graceful Handling

Test Case ID: UX03US04_TC_011
Title: Verify system handles missing or null variable data with graceful fallback behavior
Created By: Prachi
Created Date: 2025-05-28
Version: 1.0

Classification:

Module/Feature: Data Validation & Error Handling
Test Type: Functional
Test Level: Integration
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags: MOD-Communication, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-High, Revenue-Impact-Medium, Integration-ErrorHandling, Data-Fallback-Mechanism

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: High
Complexity Level: Medium
Expected Execution Time: 6 minutes
Reproducibility Score: High
Data Sensitivity: High
Failure Impact: High

Coverage Tracking:

Feature Coverage: 70%
Integration Points: Variable Engine, Error Handler, Customer Database
Code Module Mapped: Error Handling Module, Fallback Mechanism Module
Requirement Coverage: REQ-ERR-001, REQ-FALL-001, REQ-CONT-001
Cross Platform Support: Web, Email, SMS, WhatsApp

Stakeholder Reporting:

Primary Stakeholder: Engineering
Report Categories: Quality-Dashboard, Error-Handling-Coverage, Data-Quality-Metrics
Trend Tracking: Yes
Executive Visibility: No
Customer Impact Level: High

Requirements Traceability:

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen Resolution: Desktop-1920x1080
Dependencies: Variable Engine, Error Handler, Customer Database
Performance Baseline: <300ms fallback processing, <1 second execution continuation
Data Requirements: Customer records with missing data fields

Prerequisites: Setup Requirements:

User logged in as Utility Admin
Customer database with missing data scenarios
Error handling configured
Fallback mechanisms active
Workflow execution enabled

User Roles/Permissions: Utility Admin role with workflow execution access

Test Data:

Customer with missing first_name: NULL
Customer with missing bill_amount: NULL
Customer with missing account_number: NULL
Customer with missing middle_name: NULL
Multiple missing fields scenario

Prior Test Cases: Variable processing system verified

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Create customer with missing first name	Customer record with null first_name	first_name: NULL	Missing required field
2	Execute workflow with [Customer.FirstName]	Default text: "Dear Customer" or skip personalization	N/A	Graceful fallback
3	Test missing billing amount	Shows "Amount pending" or equivalent	bill_amount: NULL	Financial data missing
4	Handle missing account number	Generic reference or skip field	account_number: NULL	Critical field missing
5	Test optional field missing	Field gracefully omitted from message	middle_name: NULL	Optional data handling
6	Verify workflow continues execution	Workflow completes despite missing data	N/A	Execution continuity
7	Test multiple missing fields	System handles compound null values	Multiple NULLs	Complex missing data
8	Verify customer experience	No error messages visible to end customer	N/A

Verification Points:

Primary Verification: Workflows execute successfully despite missing variable data
Secondary Verifications: Appropriate fallback text used, admin notifications sent
Negative Verification: No error messages or null values displayed to customers

Test Case 12: Email Deliverability and Inbox Placement

Test Case ID: UX03US04_TC_012
Title: Verify emails are delivered to inbox (not spam) with proper authentication headers
Created By: Prachi
Created Date: 2025-05-28
Version: 1.0

Classification:

Module/Feature: Email Delivery Service
Test Type: Integration
Test Level: System
Priority: P1-Critical
Execution Phase: Integration
Automation Status: Manual

Enhanced Tags: MOD-Communication, P1-Critical, Phase-Integration, Type-Integration, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-EmailProvider, Deliverability-Testing ,HappyFlow , SendGrid

Business Context:

Customer Segment: Enterprise
Revenue Impact: High
Business Priority: Must-Have
Customer Journey: Communication
Compliance Required: Yes
SLA Related: Yes

Quality Metrics:

Risk Level: High
Complexity Level: Complex
Expected Execution Time: 15 minutes
Reproducibility Score: Medium
Data Sensitivity: Medium
Failure Impact: Critical

Coverage Tracking:

Feature Coverage: 95%
Integration Points: Email Provider (SendGrid), SMTP Service, DNS Configuration
Code Module Mapped: Email Delivery Module, Authentication Module
Requirement Coverage: REQ-EMAIL-001, REQ-DELIV-001, REQ-AUTH-003
Cross Platform Support: Email

Stakeholder Reporting:

Primary Stakeholder: Engineering
Report Categories: Integration-Quality-Dashboard, Deliverability-Metrics, Email-Performance
Trend Tracking: Yes
Executive Visibility: Yes
Customer Impact Level: Critical

Requirements Traceability:

Test Environment:

Environment: Staging
Browser/Version: Email clients (Gmail, Outlook, Apple Mail)
Device/OS: Windows 10/11, macOS 12+
Screen Resolution: N/A
Dependencies: SendGrid API, SMTP service, DNS configuration
Performance Baseline: <5 minutes delivery time, >95% inbox placement
Data Requirements: Real email addresses for testing, Authenticated domain

Prerequisites: Setup Requirements:

User logged in as Utility Admin
SendGrid integration configured
Domain authentication (SPF, DKIM, DMARC) verified
Real test email addresses available
Email templates configured

User Roles/Permissions: Utility Admin role with email configuration access

Test Data:

Primary test email: test@utilitycompany.com
CC recipients: cc1@test.com, cc2@test.com
BCC recipient: bcc@audit.com
Bulk test: 100 real test addresses

Prior Test Cases: Email integration configured and verified

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Configure workflow with real email addresses	Email action configured with actual recipients	test@utilitycompany.com	Real inbox testing
2	Execute workflow for single recipient	Email sent successfully	N/A	Single delivery test
3	Check recipient inbox within 5 minutes	Email appears in inbox folder	N/A	Delivery timing
4	Verify email NOT in spam folder	Email in inbox, not junk/spam	N/A	Deliverability verification
5	Test CC recipients delivery	All CC addresses receive email copy	cc1@test.com, cc2@test.com	CC delivery verification
6	Verify BCC recipients delivery	BCC addresses receive copy (hidden from others)	bcc@audit.com	BCC delivery verification
7	Test bulk email delivery (100+)	All emails delivered within acceptable timeframe	100 real test addresses	Bulk delivery test

Verification Points:

Primary Verification: Emails successfully delivered to actual inboxes, not spam folders
Secondary Verifications: Proper authentication headers, CC/BCC functionality working
Negative Verification: No delivery failures for valid email addresses

Test Case 13: Template Integration from Templates Tab

Test Case ID: UX03US04_TC_013
Title: Verify templates from Templates tab integrate correctly with channels
Created By: Prachi
Created Date: 2025-05-28
Version: 1.0

Classification:

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

Enhanced Tags: MOD-Communication, P2-High, Phase-Regression, Type-Integration, Platform-Web, Report-Product, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-TemplateService, SendGrid-Twilio-Templates

Business Context:

Customer Segment: All
Revenue Impact: Medium
Business Priority: Should-Have
Customer Journey: Configuration
Compliance Required: No
SLA Related: No

Quality Metrics:

Risk Level: Medium
Complexity Level: Complex
Expected Execution Time: 12 minutes
Reproducibility Score: High
Data Sensitivity: Low
Failure Impact: Medium

Coverage Tracking:

Feature Coverage: 80%
Integration Points: Template Service, SendGrid API, Twilio API
Code Module Mapped: Template Integration Module, Service Provider Module
Requirement Coverage: REQ-TEMP-001, REQ-INTEG-001, REQ-SENDG-001, REQ-TWIL-001
Cross Platform Support: Web, Email, SMS, WhatsApp

Stakeholder Reporting:

Primary Stakeholder: Product
Report Categories: Integration-Dashboard, Template-Usage-Metrics, Service-Provider-Coverage
Trend Tracking: Yes
Executive Visibility: No
Customer Impact Level: Medium

Requirements Traceability:

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen Resolution: Desktop-1920x1080
Dependencies: Template Service, SendGrid API, Twilio API
Performance Baseline: <2 seconds template load, <1 second template application
Data Requirements: Template library populated, Service provider configurations

Prerequisites: Setup Requirements:

User logged in as Utility Admin
Templates tab accessible and populated
Communication workflows accessible

User Roles/Permissions: Utility Admin role with template and workflow access

Test Data:

Email template: "Dear [Customer.FirstName], Welcome to UtilityConnect..."
SMS template: "Welcome! Your service is active. Reply HELP for support." (160 chars)
WhatsApp template: "Welcome! Your account is active. Questions? Reply here."
Variables: [Customer.FirstName], [Bill.Amount]

Prior Test Cases: Template service integration verified

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Navigate to Templates tab	Templates tab displays all available templates by channel	N/A	Template library access
2	Create email template in Templates tab	Template saved	"Dear [Customer.FirstName], Welcome to UtilityConnect..."	SendGrid email template
3	Create SMS template in Templates tab	Template saved	"Welcome! Your service is active. Reply HELP for support." (160 chars)	Twilio SMS template
4	Create WhatsApp template in Templates tab	Template saved	"Welcome! Your account is active. Questions? Reply here."	Twilio WhatsApp template
5	Navigate to Communication Workflows	Access workflow creation from Communications section	N/A	Workflow creation access
6	Select email channel in workflow	Email channel configured for SendGrid delivery	N/A	SendGrid email channel
7	Choose "Use Existing Template" option	Templates from Templates tab available for selection	Email templates list	Template selection from tab
8	Apply email template from Templates tab	Template content populates in email action	welcome_email_template	template application
9	Verify variable placeholders preserved	All variables maintain proper formatting	[Customer.FirstName], [Bill.Amount]	variable handling
10	Test SMS workflow	SMS template from Templates tab applied	SMS template with 160 char limit	SMS template integration
11	Apply WhatsApp template to workflow	WhatsApp template from Templates tab used	WhatsApp template with emojis	WhatsApp template integration
12	Execute workflow with templates	All templates execute correctly through respective services	N/A	Cross-service template execution

Verification Points:

Primary Verification: Templates from Templates tab integrate seamlessly
Secondary Verifications: Variable preservation, channel-specific formatting maintained, service-specific delivery
Negative Verification: Templates incompatible with specific services are not available for selection

Test Case 14: Sequential Action Timing Dependencies

Test Case ID: UX03US04_TC_014
Title: Verify sequential communication actions execute with precise timing and dependency management
Created By: Prachi
Created Date: 2025-05-28
Version: 1.0

Classification:

Module/Feature: Sequential Action Engine
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags: MOD-Communication, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Timing-Dependencies, Multi-Channel-Sequencing,HappyFlow

Business Context:

Customer Segment: All
Revenue Impact: High
Business Priority: Must-Have
Customer Journey: Communication-Sequence
Compliance Required: No
SLA Related: Yes

Quality Metrics:

Risk Level: High
Complexity Level: Complex
Expected Execution Time: 72 hours (long-running)
Reproducibility Score: High
Data Sensitivity: Low
Failure Impact: Critical

Coverage Tracking:

Feature Coverage: 75%
Integration Points: Scheduler Service, Action Engine, Timing Controller
Code Module Mapped: Sequential Processing Module, Timing Management Module
Requirement Coverage: REQ-SEQ-001, REQ-TIME-001, REQ-DEP-001
Cross Platform Support: Web, Email, SMS, WhatsApp

Stakeholder Reporting:

Primary Stakeholder: Engineering
Report Categories: Quality-Dashboard, Timing-Accuracy-Metrics, Sequential-Processing-Coverage
Trend Tracking: Yes
Executive Visibility: No
Customer Impact Level: Critical

Requirements Traceability:

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen Resolution: Desktop-1920x1080
Dependencies: Scheduler Service, Action Engine, Database
Performance Baseline: ±5 minutes timing accuracy, <2 seconds scheduling
Data Requirements: Multi-action workflow configurations

Prerequisites: Setup Requirements:

User logged in as Utility Admin
Scheduler service running and configured
Multi-channel communication enabled
Timing precision configured
Test recipients available

User Roles/Permissions: Utility Admin role with workflow execution access

Test Data:

Action 1: Welcome email (immediate)
Action 2: SMS follow-up (After 2 days)
Action 3: WhatsApp follow-up (After 1 day from SMS)
Expected timing: Day 0 (email), Day 2 (SMS), Day 3 (WhatsApp)

Prior Test Cases: Multi-channel workflow creation verified

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Configure first action: Email	Immediate email action set	"Welcome email"	Initial action
2	Add second action: SMS with delay	SMS set to execute "After 2 days"	"After previous action + 2 days"	Sequential timing
3	Add third action: WhatsApp follow-up	WhatsApp set for "After 1 day" from SMS	"After previous action + 1 day"	Chained timing
4	Execute workflow	Email sends immediately	Timestamp: Day 0, 09:00	Immediate execution
5	Monitor SMS scheduling	SMS scheduled for Day 2 after email completion	Scheduled: Day 2, 09:15 (after email completed)	Dependency timing
6	Verify WhatsApp scheduling	WhatsApp scheduled for Day 3 total	Scheduled: Day 3, 09:15	Cumulative timing
7	Test action failure impact	Failed email doesn't prevent SMS execution	Email fails, SMS still scheduled	Failure isolation
8	Verify timing accuracy	Actions execute within ±5 minutes of scheduled time	Actual vs scheduled times	Timing precision
9	Test concurrent workflow timing	Multiple workflows don't interfere with timing	5 simultaneous workflows	Timing independence
10	Monitor system performance	Action scheduling doesn't degrade system performance	N/A	Performance impact

Verification Points:

Primary Verification: Sequential actions execute with precise timing based on dependencies
Secondary Verifications: Failure isolation works, timing remains accurate under load
Negative Verification: Failed actions don't cascade to prevent subsequent actions

Test Case 15: Workflow Search and Filter Functionality

Test Case ID: UX03US04_TC_015
Title: Verify comprehensive search and filter functionality for workflow management
Created By: Prachi
Created Date: 2025-05-28
Version: 1.0

Classification:

Module/Feature: Search and Filter Engine
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual
Enhanced Tags: MOD-Communication, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-Low, Business-High, Search-Engine, Filter-Management ,API

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: 8 minutes
Reproducibility Score: High
Data Sensitivity: Low
Failure Impact: Medium

Requirements Traceability:

Acceptance Criteria Covered: #13 (Filter workflows by status), #14 (Search workflows by name)
Related Requirements: REQ-SEARCH-001, REQ-FILTER-001, REQ-UI-002
Related Test Cases: UX03US04_TC_004, UX03US04_TC_008

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen Resolution: Desktop-1920x1080
Dependencies: Search Engine, Database Indexing, UI Framework
Performance Baseline: <300ms search response, <100ms filter update

Prerequisites:

Setup Requirements:

User logged in as Utility Admin
Multiple workflows with varied names and statuses available
Search functionality enabled
Filter controls accessible

Test Data:

Workflows: "Customer Onboarding", "Payment Reminder", "Service Outage Alert"
Status variations: Active, Draft, Inactive workflows
Mixed case search terms: "customer", "PAYMENT", "Service"
Partial search terms: "onboard", "remind", "outage"

Test Procedure

Step	Action	Expected Result	Test Data	Comments
1	Navigate to Communication Workflows page	Workflows page loads with search bar visible	N/A	Search interface verification
2	Verify search bar placement and design	Search bar prominently displayed, placeholder text visible	"Search workflows..."	UI element identification
3	Search for exact workflow name	Matching workflow displayed, others filtered out	"Customer Onboarding"	Exact match search
4	Verify search result accuracy	Only "Customer Onboarding" workflow shown	N/A	Search precision
5	Search with partial name	Workflows containing partial term displayed	"Payment"	Partial match capability
6	Test case-insensitive search	Search works regardless of case	"CUSTOMER", "customer", "Customer"	Case sensitivity handling
7	Search with partial word	Workflows with partial word matches shown	"onboard" (should find "Onboarding")	Partial word matching
8	Test search with no results	"No workflows found" message displayed	"NonExistentWorkflow"	Empty result handling
9	Clear search field	All workflows displayed again	Clear search box	Search reset functionality
10	Apply "Active" status filter	Only active workflows shown	Filter: Active	Status filtering
11	Apply "Draft" status filter	Only draft workflows shown	Filter: Draft	Draft status filtering
12	Apply "All" status filter	All workflows regardless of status shown	Filter: All	Complete list view
13	Combine search with filter	Search within filtered results	Search "Payment" + Filter "Active"	Combined filtering
14	Verify filter persistence	Filter remains active when navigating	N/A	Filter state management
15	Test filter reset functionality	Filters can be cleared to show all workflows	Clear all filters	Reset capability
16	Verify search performance	Search results appear within 300ms	N/A	Performance verification
17	Test History tab search	Search functionality works in History tab	Search in History tab	Cross-tab consistency
18	Test search with special characters	Search handles workflows with special characters	"Service-Outage_Alert"	Special character handling

Verification Points:

Primary Verification: Search accurately finds workflows by name with partial matching capability
Secondary Verifications: Status filters work independently and in combination with search
Negative Verification: Invalid searches handled gracefully, no system errors
Performance Verification: Search results return within 300ms threshold

Test Case 16: Real-Time Status Tracking and Analytics

Test Case ID: UX03US04_TC_016
Title: Verify real-time delivery status tracking and analytics update correctly across all channels
Created By: Prachi
Created Date: 2025-05-28
Version: 1.0

Classification:

Module/Feature: Analytics and Reporting Engine
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags: MOD-Communication, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Real-Time-Tracking, Delivery-Analytics , Database ,

Business Context:

Customer Segment: All
Revenue Impact: High
Business Priority: Must-Have
Customer Journey: Monitoring
Compliance Required: Yes
SLA Related: Yes

Quality Metrics:

Risk Level: Medium
Complexity Level: Medium
Expected Execution Time: 10 minutes
Reproducibility Score: High
Data Sensitivity: Medium
Failure Impact: High

Coverage Tracking:

Feature Coverage: 90%
Integration Points: Analytics Engine, Real-time Service, Database
Code Module Mapped: Analytics Module, Real-time Tracking Module
Requirement Coverage: REQ-TRACK-001, REQ-REAL-001, REQ-ANAL-002
Cross Platform Support: Web

Stakeholder Reporting:

Primary Stakeholder: Engineering
Report Categories: Quality-Dashboard, Real-time-Analytics, Tracking-Accuracy
Trend Tracking: Yes
Executive Visibility: Yes
Customer Impact Level: High

Requirements Traceability:

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen Resolution: Desktop-1920x1080
Dependencies: Analytics Engine, Real-time Service, WebSocket connections
Performance Baseline: <2 seconds status update, <1 second analytics refresh
Data Requirements: Active workflows, Real recipient data

Prerequisites: Setup Requirements:

User logged in as Utility Admin
Real-time analytics enabled
WebSocket connections active
Test workflows configured
Recipient data available

User Roles/Permissions: Utility Admin role with analytics access

Test Data:

50 recipient workflow for real-time testing
Mixed delivery scenarios (success/failure)
Cross-channel workflows (Email, SMS, WhatsApp)

Prior Test Cases: Analytics system verified

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Execute workflow with 50 recipients	Execution begins, status shows "In Progress"	50 recipient list	Execution start
2	Monitor real-time progress	Status updates show "X delivered Y failed (In Progress)"	Live count updates	Real-time updates
3	Track individual message status	Each message shows specific delivery status	Email: Delivered, SMS: Pending	Granular tracking
4	Verify delivery rate calculation	Success rate updates in real-time	(Delivered/Total)*100	Live calculation
5	Test failure status updates	Failed deliveries immediately reflected	Email bounce updates status	Failure tracking
6	Monitor completion status	Status changes to "Completed" when all actions finish	Final status update	Completion tracking
7	Verify historical data preservation	Completed execution data saved in history	History tab shows execution	Data persistence
8	Test analytics dashboard updates	Dashboard metrics update with new data	Triggered/Completed counts increase	Dashboard integration
9	Check cross-channel status consistency	Status consistent across email/SMS/WhatsApp	All channels show same data	Cross-channel consistency
10	Verify audit trail completeness	All status changes logged with timestamps	Complete audit log	Audit tracking

Verification Points:

Primary Verification: Real-time status tracking accurately reflects current execution state
Secondary Verifications: Historical data preserved, dashboard updates correctly
Negative Verification: No status inconsistencies between channels or views

Test Case 17: Performance Under Load Testing

Test Case ID: UX03US04_TC_017
Title: Verify system maintains performance standards under concurrent user load and high-volume operations
Created By: Prachi
Created Date: 2025-05-28
Version: 1.0

Classification:

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

Enhanced Tags: MOD-Communication, P1-Critical, Phase-Performance, Type-Performance, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Load-Testing, Concurrent-Users, High-Volume-Processing

Business Context:

Customer Segment: Enterprise
Revenue Impact: High
Business Priority: Must-Have
Customer Journey: Peak-Usage
Compliance Required: No
SLA Related: Yes

Quality Metrics:

Risk Level: High
Complexity Level: Complex
Expected Execution Time: 60 minutes
Reproducibility Score: Medium
Data Sensitivity: Low
Failure Impact: Critical

Coverage Tracking:

Feature Coverage: 100%
Integration Points: Load Balancer, Database, Application Server
Code Module Mapped: Performance Module, Load Handler Module
Requirement Coverage: REQ-PERF-001, REQ-LOAD-001, REQ-SCALE-001
Cross Platform Support: Web, API

Stakeholder Reporting:

Primary Stakeholder: Engineering
Report Categories: Performance-Dashboard, Load-Testing-Results, Scalability-Metrics
Trend Tracking: Yes
Executive Visibility: Yes
Customer Impact Level: Critical

Requirements Traceability:

Test Environment:

Environment: Performance Testing Environment
Browser/Version: Load testing tools (JMeter, K6)
Device/OS: Load generation servers
Screen Resolution: N/A
Dependencies: Load balancer, Database cluster, Application servers
Performance Baseline: <1s page load, <500ms API, 100+ concurrent users
Data Requirements: Large datasets, Multiple user accounts

Prerequisites: Setup Requirements:

Performance testing environment configured
Load testing tools installed and configured
Monitoring systems active
Database optimized
Application servers scaled

User Roles/Permissions: Multiple test user accounts with various roles

Test Data:

50, 100, 200+ concurrent user scenarios
10,000 recipient workflow data
Performance monitoring baselines

Prior Test Cases: System baseline performance established

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Simulate 50 concurrent users	System responsive, page loads <1 seconds	50 user sessions	Normal load baseline
2	Increase to 100 concurrent users	Performance maintained within thresholds	100 user sessions	Target load
3	Scale to 200+ concurrent users	System degrades gracefully, no crashes	200+ user sessions	Stress test
4	Monitor API response times	Critical operations <500ms, complex <1000ms	N/A	API performance
5	Execute high-volume workflow	10,000 recipient workflow processes successfully	10K recipient list	Volume test
6	Track message processing rate	Minimum 100 messages/second processing	N/A	Throughput measurement
7	Monitor database performance	Query response times <1000ms under load	N/A	Database performance
8	Test concurrent workflow execution	10 workflows executing simultaneously	10 x 1K recipients each	Concurrent processing
9	Verify system recovery	System returns to normal after load removal	N/A	Recovery verification

Verification Points:

Primary Verification: System maintains performance standards under specified load conditions
Secondary Verifications: Graceful degradation under stress, proper resource management
Negative Verification: No system crashes or data corruption under load

Test Case 18: API Integration Failure Recovery

Test Case ID: UX03US04_TC_018
Title: Verify system resilience when external API services become unavailable or fail
Created By: Prachi
Created Date: 2025-05-28
Version: 1.0

Classification:

Module/Feature: External API Integration
Test Type: Integration
Test Level: System
Priority: P1-Critical
Execution Phase: Integration
Automation Status: Manual

Enhanced Tags: MOD-Communication, P1-Critical, Phase-Integration, Type-Integration, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Failure-Recovery, External-Dependencies, Resilience-Testing,API

Business Context:

Customer Segment: Enterprise
Revenue Impact: High
Business Priority: Must-Have
Customer Journey: Critical-Operations
Compliance Required: Yes
SLA Related: Yes

Quality Metrics:

Risk Level: High
Complexity Level: Complex
Expected Execution Time: 20 minutes
Reproducibility Score: Medium
Data Sensitivity: Medium
Failure Impact: Critical

Coverage Tracking:

Feature Coverage: 85%
Integration Points: External APIs, Retry Mechanism, Fallback Services
Code Module Mapped: API Integration Module, Failure Recovery Module
Requirement Coverage: REQ-RECOV-001, REQ-RETRY-001, REQ-FALL-002
Cross Platform Support: Web, API

Stakeholder Reporting:

Primary Stakeholder: Engineering
Report Categories: Integration-Reliability-Dashboard, API-Failure-Recovery, External-Dependencies
Trend Tracking: Yes
Executive Visibility: Yes
Customer Impact Level: Critical

Requirements Traceability:

Test Environment:

Environment: Integration Testing Environment
Browser/Version: Chrome 115+, API testing tools
Device/OS: Windows 10/11, macOS 12+
Screen Resolution: Desktop-1920x1080
Dependencies: Mock external services, Failure simulation tools
Performance Baseline: <30 seconds recovery time, <10 seconds failure detection
Data Requirements: Mock service configurations, Failure scenarios

Prerequisites: Setup Requirements:

User logged in as Utility Admin
External API integrations configured
Mock failure scenarios available
Monitoring and alerting active
Fallback services configured

User Roles/Permissions: Utility Admin role with integration management access

Test Data:

Mock email service downtime scenarios
Mock SMS provider failures
Retry configuration: 1s, 2s, 4s, 8s intervals
Fallback provider configurations

Prior Test Cases: External API integrations verified

Test Procedure:Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Simulate email service downtime	System detects service unavailability	Mock email service down	Email service failure
2	Verify graceful error handling	Clear error message displayed to user	"Email service temporarily unavailable"	User communication
3	Test retry mechanism	System attempts retry with exponential backoff	Retry after 1s, 2s, 4s, 8s	Retry logic
4	Check workflow status tracking	Workflow marked as "Failed" with specific reason	"Email service unavailable"	Status accuracy
5	Simulate SMS provider failure	SMS delivery fails with appropriate handling	Mock SMS provider down	SMS service failure
6	Test fallback provider usage	Backup SMS providers utilized if configured	Secondary SMS provider	Failover capability
8	Test partial service failures	Email works, SMS fails - partial execution	Mixed service availability	Partial failure handling
9	Check service recovery behavior	System resumes normal operation when services restore	Service restored	Recovery testing
10	Validate audit logging	All failures and recoveries logged with timestamps	N/A	Failure audit trail

Verification Points:

Primary Verification: System handles external API failures gracefully without data loss
Secondary Verifications: Proper retry mechanisms, fallback services utilized
Negative Verification: No system crashes or data corruption during service failures

Test Case 19: Cross-Browser Compatibility Comprehensive

Test Case ID: UX03US04_TC_019
Title: Verify complete functionality across all supported browsers with version-specific testing
Created By: Prachi
Created Date: 2025-05-28
Version: 1.0

Classification:

Module/Feature: Cross-Browser Compatibility
Test Type: Compatibility
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags: MOD-Communication, P2-High, Phase-Regression, Type-Compatibility, Platform-Web, Report-QA, Customer-All, Risk-Medium, Business-Medium, Revenue-Impact-Low, Cross-Browser-Testing, Desktop-Browsers, Version-Testing

Business Context:

Customer Segment: All
Revenue Impact: Low
Business Priority: Should-Have
Customer Journey: Accessibility
Compliance Required: No
SLA Related: No

Quality Metrics:

Risk Level: Medium
Complexity Level: Medium
Expected Execution Time: 25 minutes
Reproducibility Score: High
Data Sensitivity: Low
Failure Impact: Medium

Coverage Tracking:

Feature Coverage: 100%
Integration Points: Browser APIs, CSS Framework, JavaScript Engine
Code Module Mapped: UI Framework Module, Cross-Browser Module
Requirement Coverage: REQ-COMPAT-001, REQ-BROWSER-001, REQ-UI-001
Cross Platform Support: Web (Multiple Browsers)

Stakeholder Reporting:

Primary Stakeholder: QA
Report Categories: Compatibility-Dashboard, Browser-Support-Matrix, UI-Consistency
Trend Tracking: No
Executive Visibility: No
Customer Impact Level: Medium

Requirements Traceability:

Test Environment:

Environment: Multi-Browser Testing Environment
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+, Ubuntu 20.04+
Screen Resolution: Desktop-1920x1080, Various resolutions
Dependencies: BrowserStack/Selenium Grid for automated testing
Performance Baseline: <10% performance variance between browsers
Data Requirements: Standard test workflow data

Prerequisites: Setup Requirements:

Multi-browser testing environment configured
All target browsers installed and updated
Automated testing tools configured
Screen capture tools available

User Roles/Permissions: Utility Admin role across all browsers

Test Data:

Standard test workflow configuration
Cross-browser test scripts
Performance benchmarks per browser

Prior Test Cases: Basic functionality verified in primary browser

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Complete workflow creation in Chrome 115+	All features function identically	Standard test workflow	Chrome baseline
2	Test advanced features in Chrome	Rich text editor, date pickers, dropdowns work	N/A	Chrome advanced features
3	Repeat full workflow creation in Firefox 110+	Identical functionality and appearance	Same test workflow	Firefox compatibility
4	Compare Firefox vs Chrome performance	Page loads and interactions within 10% performance	N/A	Performance comparison
5	Test Safari 16+ compatibility	All features work, especially WebKit-specific elements	Same test workflow	Safari compatibility
6	Verify Safari date/time controls	Native Safari pickers function correctly	Date/time selection	Safari-specific widgets
7	Test Edge Latest compatibility	Microsoft Edge functions identically to Chrome	Same test workflow	Edge compatibility
8	Check CSS and layout consistency	UI appears consistent across all browsers	N/A	Visual consistency
9	Verify responsive behavior	All browsers handle window resizing appropriately	Various screen sizes	Responsive design

Verification Points:

Primary Verification: Complete functionality available in all supported desktop browsers
Secondary Verifications: Performance consistent, no visual inconsistencies
Negative Verification: No browser-specific bugs or failures

Test Case 21: High-Volume Message Processing

Test Case ID: UX03US04_TC_021

Title: Verify system efficiently processes workflows with 10,000+ recipients and maintains performance standards
Created By: Prachi
Created Date: 2025-05-28
Version: 1.0

Classification:

Module/Feature: High-Volume Processing Engine
Test Type: Performance
Test Level: System
Priority: P1-Critical
Execution Phase: Performance
Automation Status: Automated
Enhanced Tags: MOD-Performance, P1-Critical, Phase-Performance, Type-Performance, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, High-Volume-Processing, Scalability-Testing

Business Context:

Customer Segment: Enterprise
Revenue Impact: High
Business Priority: Must-Have
Customer Journey: Peak-Usage
Compliance Required: No
SLA Related: Yes

Quality Metrics:

Risk Level: High
Complexity Level: Complex
Expected Execution Time: 60 minutes
Reproducibility Score: High
Data Sensitivity: Medium
Failure Impact: Critical

Coverage Tracking:

Feature Coverage: 90%
Integration Points: Message Queue, Database, Email/SMS/WhatsApp Providers
Code Module Mapped: High-Volume Processing Module, Queue Management Module
Requirement Coverage: REQ-PERF-002, REQ-SCALE-001, REQ-VOLUME-001
Cross Platform Support: Web, Email, SMS, WhatsApp

Stakeholder Reporting:

Primary Stakeholder: Engineering
Report Categories: Performance-Dashboard, Scalability-Metrics, Volume-Processing-Results
Trend Tracking: Yes
Executive Visibility: Yes
Customer Impact Level: Critical

Requirements Traceability:

Test Environment:

Environment: Performance Testing Environment
Browser/Version: Chrome 115+ (for monitoring dashboard)
Device/OS: Load testing servers, Windows 10/11, macOS 12+
Screen Resolution: Desktop-1920x1080
Dependencies: Message Queue System, Database Cluster, Email/SMS/WhatsApp Service Providers
Performance Baseline: 100+ messages/second, 99%+ delivery rate, <5GB memory usage

Data Requirements:

Large recipient datasets (10,000+ contacts)
Multi-channel workflow configurations
Performance monitoring tools
Load testing data

Prerequisites:

Setup Requirements:

User logged in as Utility Admin
Large target lists (10K+ recipients) configured
All communication channels operational and scaled
Message queue system optimized
Database performance monitoring active
Memory and CPU monitoring enabled

User Roles/Permissions:

Utility Admin , CSO manager

Test Data:

Primary Target List: 10,000 active recipients
Multi-channel Split: Email: 5,000, SMS: 3,000, WhatsApp: 2,000
Concurrent Test: 5 workflows × 2,000 recipients each
Message Templates: Optimized for each channel

Prior Test Cases:

Basic workflow creation verified (UX03US04_TC_001)
Performance baseline established (UX03US04_TC_016)

Test Procedure

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Create workflow with 200 recipients	Workflow configured successfully without timeout	200 recipient target list	Large audience setup
2	Execute high-volume email workflow	System processes without timeout errors	200 email recipients	Email volume test
3	Monitor message queue processing	Messages queued and processed efficiently	Queue depth monitoring	Queue performance
4	Track processing throughput	Minimum 100 messages/second processing rate achieved	Throughput metrics	Performance measurement
5	Test multi-channel high volume	200 recipients across Email, SMS, WhatsApp processed	Email: 100, SMS: 50, WhatsApp: 50	Multi-channel volume
6	Verify delivery success rate	99%+ successful delivery rate achieved	Delivery status tracking	Success rate validation
7	Test multiple concurrent high-volume workflows	5 workflows with 200 recipients each process simultaneously	5 × 200 recipients concurrently	Concurrent processing
8	Monitor database performance	Database handles high write volume without degradation	Database performance metrics	Database stress test
9	Check memory management	Memory usage stays below 5GB, no memory leaks	System resource monitoring	Memory stability
10	Validate completion reporting	Accurate metrics reported for all 10K+ messages	Final execution reports	Reporting accuracy
11	Test system recovery	System returns to normal performance after completion	Post-execution monitoring	Recovery verification
12	Verify error handling	Failed messages properly logged and retried	Simulated failure scenarios	Error resilience

Verification Points:

Primary Verification: System successfully processes 10,000+ recipient workflows with 99%+ delivery rate
Secondary Verifications: Processing throughput meets 100+ messages/second, memory usage controlled
Negative Verification: No system crashes, timeouts, or data corruption under high volume

PERFORMANCE BENCHMARKS

Performance Acceptance Criteria:

Page Load Times: < 3 seconds for workflow pages
API Response Times: < 500ms for critical operations, < 1000ms for complex operations
Search Performance: < 300ms for workflow search results
Form Submission: < 2 seconds for workflow creation/updates
Concurrent Users: Support 100+ concurrent users without degradation
Database Performance: Complex queries < 1000ms
Memory Usage: < 500MB per user session

EXECUTION MATRIX

Browser Coverage (Desktop Only):

Browser/Device	Version	Priority	Test Cases
Chrome Desktop	115+	P1	All test cases
Firefox Desktop	110+	P1	Core functionality (TC_001-007)
Safari Desktop	16+	P2	Core functionality
Edge Desktop	Latest	P2	Core functionality

TEST SUITE DEFINITIONS

Smoke Test Suite (Pre-deployment):

TC_001: Create New Workflow - Happy Path
TC_005: Edit Workflow - Communication Channel Non-Editable
TC_006: View Workflow Execution History (Updated Format)
TC_007: Workflow Performance Metrics (Updated Calculations)
TC_013: View vs Edit Button Functionality

Regression Test Suite (Release cycles):

TC_001 through TC_012 (Core functionality)
TC_013, TC_014, TC_015 (Management and alerts)
TC_009 (Cross-browser desktop)
TC_010 (API operations)

Full Test Suite (Major releases):

All test cases TC_001 through TC_015
Cross-browser compatibility
Performance testing
Security validation
Integration testing

KEY UPDATES IMPLEMENTED

1. Target List Integration

Moved target list selection from Details step to Trigger step
Updated test cases TC_002 to reflect new location

2. Recurring Events Removal

Modified TC_003 to only test "Specific Date and Time"
Removed all recurring event functionality testing

3. History Tab Updates

Removed icons before workflow names (TC_006)
Updated status format to "x delivered y failed" (TC_006)
Added non-functional action button testing (TC_006)

4. Metrics Definitions Updated

Triggered = count of workflow usage (TC_007)
Completed = count of successful notifications delivered (TC_007)
Success rate = (delivered notifications / total notifications) * 100 (TC_007)

5. CC/BCC Email Enhancement

Added CC/BCC testing in workflow creation (TC_004)
Added CC/BCC editing in workflow modification (TC_005)

6. Communication Channel Non-Editable

New test case TC_005 for channel type editing restrictions
Verification that content remains editable while channel type is locked

7. Mobile Testing Removal

Removed all mobile device testing scenarios
Focused exclusively on desktop browser compatibility

8. Character Limits Placeholder

Created TC_008 with placeholders for character limit definitions
Ready for implementation once limits are discussed and finalized

PENDING ITEMS FOR DISCUSSION

Character Limits: Specific limits for SMS, WhatsApp, Email channels
API Endpoints: Specific endpoint URLs and authentication methods
Performance Thresholds: Confirmation of performance standards vs. <1 second requirement
Integration Points: Specific external systems and their integration requirements

This comprehensive test suite now aligns with all your specified requirements and includes the updated functionality while maintaining the quality standards for a B2B utility SaaS product.