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Communication Workflows (UX03US04)

Communication Workflows (UX03US04)

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

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

UX03US04_TC_001: Environment Setup and System Verification

Test Case ID: UX03US04_TC_001
Title: Verify complete environment setup for Communication Workflows testing (MUST RUN FIRST)
Created By: Prachi
Created Date: 2025-06-12
Version: V1.0.0

Classification:

  • Module/Feature: Communication Workflows
  • 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-High, Business-Critical, API, Database, EventServices, CxServices, SendGridServices, TwilioServices, RabbitMQServices

Business Context:

  • Customer Segment: All
  • Revenue Impact: High
  • Business Priority: Must-Have
  • Customer Journey: Pre-Testing-Setup
  • Compliance Required: Yes
  • SLA Related: Yes

Quality Metrics:

  • Risk Level: High
  • Complexity Level: High
  • Expected Execution Time: 30 minutes
  • Reproducibility Score: High
  • Data Sensitivity: High
  • Failure Impact: Critical

Coverage Tracking:

  • Feature Coverage: 100%
  • Integration Points: API Gateway, CX System, SendGrid, Twilio, RabbitMQ, Authentication Service, Database
  • Code Module Mapped: Communication, Authentication, Integration
  • Requirement Coverage: REQ-ENV-001, REQ-API-001, REQ-INTEG-001, REQ-AUTH-001
  • Cross Platform Support: Web, API, Email, SMS, WhatsApp

Stakeholder Reporting:

  • Primary Stakeholder: Engineering
  • Report Categories: Environment-Setup, Integration-Health, API-Connectivity, Pre-Test-Validation
  • Trend Tracking: Yes
  • Executive Visibility: Yes
  • Customer Impact Level: Critical

Requirements Traceability:

  • Acceptance Criteria Covered: Environment Setup, API Integration, Third-Party Services, Consumer Data
  • Related Requirements: REQ-ENV-001 (Environment setup), REQ-API-001 (API access), REQ-INTEG-001 (Third-party integration)
  • Related Bugs: N/A
  • Related Test Cases: All subsequent test cases depend on this

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: API Gateway, CX System, SendGrid API, Twilio API, RabbitMQ Server, Authentication Service, Database
  • Performance Baseline: <2 seconds API response, <5 seconds system health check
  • Data Requirements: Test consumer data, Authentication tokens, Service credentials

Prerequisites:

Setup Requirements:

  • Staging environment access credentials
  • API authentication tokens
  • SendGrid account with configured domain
  • Twilio account with phone numbers
  • RabbitMQ server access
  • CX system admin access
  • Database connection available

User Roles/Permissions: Utility Admin, CSO Manager, System Admin
Prior Test Cases: None (This is the first test case)

Test Data:

{

  "existing_consumer": {

    "id": "CONS_TEST_001",

    "first_name": "John",

    "last_name": "Smith",

    "email": "john.smith@testutility.com",

    "phone": "+1-555-123-4567",

    "account_number": "ACC-789456"

  },

  "api_endpoints": {

    "base_url": "https://staging-api.utilityconnect.com",

    "health": "/api/health",

    "consumers": "/api/consumers",

    "events": "/api/events/nsc-created",

    "workflows": "/api/workflows"

  },

  "target_lists": ["New Customers (500)", "Inactive Users (1,250)", "Premium Customers (75)"]

}


Test Procedure:

Step

Action

Expected Result

Test Data

Comments

1

Verify Staging Environment Access

Successfully login to staging environment

Login URL: https://platform-staging.bynry.com/sign-in

Environment accessibility

2

Check User Permissions

Utility Admin and CSO Manager roles accessible

Login with both role credentials
Username-green@yopmail.com
password-admin@123

Role verification

10

Verify Twilio Phone Numbers

SMS and WhatsApp numbers available

Check Twilio console

https://mail.google.com/mail/u/0/?tab=rm&ogbl#search/twilio+/FMfcgzQZTMPJkwdDhZwCMsbNQTmfgrXw

Phone number availability

12

Verify Event Queues

workflow-events and dead-letter-queue exist

Queue list in RabbitMQ

Queue configuration

13

Test Events in workflow 

Events are functional

Events are available in workflow 

Event verification

14

Verify Event Queue Processing

Event appears in workflow-events queue

Check queue depth: 1 message

Event processing

15

Create Target Lists

Target lists created successfully

Navigate to Lists → Create List

Target list setup

16

Add Existing Consumer to Target List

consumer added to target list

"Test Consumers (1)" with CONS_TEST_001

Use  consumer data

17

Verify Database Connectivity

Database queries execute successfully with data

Check system logs for DB connections

Database with data

18

Test Template Service

Template service accessible

Navigate to Templates section

Template service health

19

Verify Email Templates

Email templates available

Check template library

Template availability

20

Test SMS Templates

SMS templates available

Check SMS template 

SMS template availability

21

Verify WhatsApp Templates

WhatsApp templates available

Check WhatsApp template 

WhatsApp template availability

Verification Points:

  • Primary Verification: All system components accessible and functional for workflow testing
  • Secondary Verifications: API endpoints respond correctly, third-party services configured, test data created
  • Negative Verification: No system errors, authentication failures, or service unavailability


Test Case 02: Event-Based Workflow Creation

Test Case ID: UX03US04_TC_003
Title: Create event-based "New Customer Welcome" workflow using 3-step wizard with multi-channel configuration
Created By: Prachi
Created Date: 2025-06-12
Version: V1.0.0

Classification:

  • Module/Feature: Communication Workflows
  • 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, HappyPath, Database, CommunicationServices

Business Context:

  • Customer Segment: All
  • Revenue Impact: High
  • Business Priority: Must-Have
  • Customer Journey: New-Customer-Onboarding
  • 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:

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:

  • UX03US04_TC_001 passed successfully
  • 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

User Roles/Permissions: CSO Manager, Utility Admin
Prior Test Cases: UX03US04_TC_001

Test Data:


Test Data:

  • Workflow Name: New Customer Welcome
  • Description: Automated welcome sequence for new service connections
  • Audience Type: Consumer
  • Trigger Type: Event-Based
  • Event Type: NSC-Created
  • Email Subject: Welcome to UtilityConnect!
  • Email Content: Dear [Customer.FirstName], Welcome to UtilityConnect! Your new service connection is now active. Account Number: [Account.Number]
  • Email CC: manager@utility.com
  • Email BCC: audit@utility.com
  • SMS Content: Welcome [Customer.FirstName]! Your UtilityConnect service is active. 
  • SMS Delay: After previous action + 2 days
  • WhatsApp Content: Welcome to UtilityConnect! Your service is ready. Questions? Reply here anytime.
  • WhatsApp Delay: After previous action + 1 day


Test Procedure:

Step

Action

Expected Result

Test Data

Comments

1

Navigate to Communication Workflows page

Workflows page loads with Active tab selected

N/A

AC#1: 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

"New Customer Welcome"

AC#1: Details step data entry

4

Enter Description

Field accepts input, character count updates

"Automated welcome sequence for new service connections"