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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"

AC#1: Details completion

5

Select Audience Type

Dropdown shows Consumer, Technician, Business User options

Select "Consumer"

AC#1: Audience selection

7

Click "Next" button

Navigate to Trigger step, step 2 becomes active

N/A

AC#1: Wizard step progression

8

Select "Event-Based" trigger type

Event-Based option selected, Event Type dropdown appears

N/A

AC#4: Event trigger selection

9

Select Event Type

Dropdown shows system events

Select "NSC-Created"

AC#4: System event configuration

10

Click "Next" button

Navigate to Actions step, step 3 becomes active

N/A

AC#1: Final step navigation

11

Click "Add First Action"

Communication channel selection appears

N/A

AC#2: Channel selection

12

Select Email channel

Email selected, message source options appear

N/A

AC#5: Email channel configuration

13

Click "Create New Message"

Message composition fields appear with CC/BCC options

N/A

AC#8: Create new content

14

Enter Email Subject

Subject field accepts input

"Welcome to UtilityConnect!"

Email content

15

Enter Email Content

Message body accepts rich text input

"Dear [Customer.FirstName], Welcome to UtilityConnect! Your new service connection is now active. Account number [Account.Number] "

AC#6: Variable support

16

Add CC Recipients

CC field accepts multiple email addresses

"manager@utility.com, 

AC#6: CC functionality

17

Add BCC Recipients

BCC field accepts email addresses

"audit@utility.com"

AC#6: BCC functionality

20

Add SMS Action

Click "Add Action", select SMS channel

N/A

AC#2: Multi-channel

21

Configure SMS Message

SMS message limited to 160 characters

"Welcome [Customer.FirstName]! Your UtilityConnect service is active..."

SMS configuration

22

Set SMS Delay

Configure "After 2 days" from email

"After previous action + 2 days"

Sequential timing

23

Add WhatsApp Action

Select WhatsApp channel

N/A

AC#5: WhatsApp support

24

Configure WhatsApp Message

Message limited to 1024 characters

"Welcome to UtilityConnect! 🎉 Your service is ready..."

WhatsApp configuration

25

Set WhatsApp Delay

Configure "After 1 day" from SMS

"After previous action + 1 day"

Sequential timing

26

Click "Create Workflow"

Workflow created successfully with success message

N/A

AC#1: Workflow completion

27

Verify workflow in Active tab

New workflow appears in Active workflows list with correct details

Status: "Active" badge visible

Workflow activation

28

Verify Event-Based Trigger Display

Workflow card shows "Event-Based Trigger" and "NSC-Created"

Event trigger information

Trigger display

29

Verify Multi-Channel Actions

Workflow shows "3 actions" - Email, SMS, WhatsApp

Action count displayed

Action summary

Verification Points:

  • Primary Verification: Complete 3-step wizard creates event-based multi-channel workflow successfully
  • Secondary Verifications: Event-based trigger configured with NSC-Created, CC/BCC support, sequential timing
  • Negative Verification: Cannot create time-based


Test Case 3: Workflow View and Details Verification

Test Case ID: UX03US04_TC_003 Title: View workflow details and verify configuration display 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, WorkflowViewing

Business Context:

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

Quality Metrics:

  • Risk Level: Low
  • Complexity Level: Low
  • Expected Execution Time: 5 minutes
  • Reproducibility Score: High
  • Data Sensitivity: Low
  • Failure Impact: Medium

Coverage Tracking:

  • Feature Coverage: 85%
  • Integration Points: Workflow Engine, Template Service, UI Components
  • Code Module Mapped: communication
  • Requirement Coverage: (View button functionality), (Workflow preview)
  • Cross Platform Support: Web

Stakeholder Reporting:

  • Primary Stakeholder: Engineering
  • Report Categories: Quality-Dashboard, Feature-Coverage, UI-Verification
  • 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: Workflow Engine, Template Service
  • Performance Baseline: <1 second page load
  • Data Requirements: Workflow created in TC_002

Prerequisites:

Setup Requirements:

  • UX03US04_TC_002 passed successfully
  • "New Customer Welcome" workflow exists and is Active
  • User logged in as Utility Admin
  • Browser cache cleared

User Roles/Permissions: Utility Admin, CSO Manager 

Prior Test Cases: UX03US04_TC_002

Test Data:

  • Workflow Name: New Customer Welcome (from TC_002)
  • Workflow Status: Active
  • 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

REQ-17: Base navigation

2

Locate "New Customer Welcome" workflow created in TC_002

Workflow visible in Active tab with correct details

"New Customer Welcome"

REQ-17: Dependency from TC_002

3

Verify workflow card displays status indicator

Workflow card shows "Active" badge/indicator

Status: "Active"

REQ-15: Visual status indicator

4

Verify workflow card displays basic information

Card shows workflow name, description, and trigger type

"New Customer Welcome", "Event-Based"

REQ-15: Workflow card information

5

Click on view button/icon on workflow card

Workflow details page opens showing complete configuration

N/A

REQ-17: View button functionality

6

Verify Details tab content

Details tab shows workflow name, description, audience type

"New Customer Welcome", "Consumer"

REQ-17: Details tab verification

7

Verify Trigger tab content

Trigger tab shows Event-Based trigger with NSC-Created event

"Event-Based", "NSC-Created"

REQ-17: Trigger tab verification

8

Click on Actions tab

Actions tab opens showing all configured communication actions

N/A

REQ-17: Actions tab access

9

Verify Email action details

Email action displays with subject, content, CC/BCC information

Email subject, content, CC/BCC

REQ-17: Email action display

10

Verify SMS action details

SMS action displays with message content and delay timing

SMS content, "After 2 days"

REQ-17: SMS action display

11

Verify WhatsApp action details

WhatsApp action displays with message content and delay timing

WhatsApp content, "After 1 day"

REQ-17: WhatsApp action display

12

Click on Preview tab

Preview tab opens showing visual workflow representation

N/A

REQ-18: Workflow preview access

13

Verify preview shows message sequence

Preview displays all messages in correct sequence with timing

Email → SMS (2 days) → WhatsApp (1 day)

REQ-18: Message sequence preview

14

Verify preview shows message content

Preview displays actual message content for each channel

Subject, content previews

REQ-18: Message content preview

15

Verify preview shows timing information

Preview displays delay timing between actions

"After 2 days", "After 1 day"

REQ-18: Timing information display

Verification Points:

  • Primary Verification: View button correctly opens workflow details page with all configuration information displayed
  • Secondary Verifications: All tabs (Details, Trigger, Actions, Preview) display correct information
  • Negative Verification: Cannot edit workflow from view mode without clicking Edit button


Test Case 4: Event Trigger and Third-Party Integration Testing

Test Case ID: UX03US04_TC_004
Title: Add consumer in CX, trigger NSC-Created event, and verify third-party integration delivery
Created By: Prachi
Created Date: 2025-06-12
Version: V1.0.0

Classification:

  • Module/Feature: Communication Workflows
  • 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, EventTrigger, CommunicationServices, SendGridServices, TwilioServices

Business Context:

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

Quality Metrics:

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

Coverage Tracking:

  • Feature Coverage: 100%
  • Integration Points: CX System, NSC Creation, Event Engine, SendGrid API, Twilio SMS API, Twilio WhatsApp Business API, Webhook Services
  • Code Module Mapped: Event Processing, Third-Party Integration
  • Requirement Coverage: REQ-4 (Event-based triggers), REQ-10 (Execution history), REQ-11 (Delivery status), REQ-12 (Performance metrics), REQ-20 (Sequential timing), REQ-21 (Error messages)
  • Cross Platform Support: Web, Email, SMS, WhatsApp

Stakeholder Reporting:

  • Primary Stakeholder: Engineering
  • Report Categories: Integration-Health, Event-Processing, Third-Party-Status, Delivery-Performance, End-to-End-Flow
  • Trend Tracking: Yes
  • Executive Visibility: Yes
  • Customer Impact Level: Critical

Requirements Traceability:

Test Environment:

  • Environment: Integration
  • Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
  • Device/OS: Windows 10/11, macOS 12+
  • Screen Resolution: Desktop-1920x1080
  • Dependencies: CX System, NSC Creation Module, Event Engine, SendGrid API, Twilio API, Real email addresses, Real phone numbers
  • Performance Baseline: <30 seconds email delivery, <60 seconds SMS delivery, <5 seconds event processing
  • Data Requirements: Valid API credentials, verified domains, real test contact data, CX system access

Prerequisites:

Setup Requirements:

  • UX03US04_TC_002, UX03US04_TC_003 passed successfully
  • "New Customer Welcome" workflow is Active
  • SendGrid account configured with API keys
  • Twilio account configured with phone numbers
  • Real test email addresses and phone numbers accessible
  • Domain authentication (SPF, DKIM) verified
  • CX system accessible for customer creation
  • NSC creation module functional
  • Event processing engine active
  • Webhook endpoints configured and accessible

User Roles/Permissions: Utility Admin, Customer Service Representative 

Prior Test Cases: UX03US04_TC_002, UX03US04_TC_003

Test Data:

  • Test Customer Name: John Doe
  • Test Email: test@utilitycompany.com
  • Test Phone: +1-555-123-4567
  • Customer Type: Consumer
  • Service Address: 123 Main Street, Test City, TC 12345
  • SendGrid API Key: SG.xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
  • Twilio Account SID: ACxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
  • Twilio Auth Token: xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
  • Twilio Phone Number: +1-555-987-6543
  • WhatsApp Business Number: +1-555-999-1234
  • Workflow Name: New Customer Welcome (from TC_002)
  • Expected Email Subject: Welcome to UtilityConnect!
  • Expected Email Content: Dear [Customer.FirstName], Welcome to UtilityConnect! Your new service connection is now active. Account Number: [Account.Number]
  • Expected SMS Content: Welcome [Customer.FirstName]! Your UtilityConnect service is active.
  • Expected WhatsApp Content: Welcome to UtilityConnect! Your service is ready. Questions? Reply here anytime.

Test Procedure:

Step

Action

Expected Result

Test Data

Comments

1

Navigate to CX (Customer Experience) system

CX system loads with customer management interface

N/A

REQ-4: Access customer management

2

Click "Add New Customer" button

New customer creation form opens with required fields

N/A

REQ-4: Customer creation setup

3

Enter customer personal information

Form accepts customer name and contact details

"John Doe, test@utilityconnect.com, +1-555-123-4567"

REQ-4: Customer data entry

4

Select customer type

Dropdown shows customer type options, select Consumer

"Consumer"

REQ-4: Customer type selection

5

Enter service address

Form accepts complete service address

"123 Main Street, Test City, TC 12345"

REQ-4: Address information

6

Select account and service type

Select Residential account type and Electric service

"Residential", "Electric"

REQ-4: Service configuration

7

Save customer information

Customer created successfully - NSC-Created event fires automatically

Customer ID generated, NSC-Created event triggered

REQ-4: Customer creation triggers NSC-Created event

8

Verify automatic event trigger

System shows NSC-Created event fired upon customer creation

"Event: NSC-Created fired automatically for Customer: John Doe"

REQ-4: Automatic event trigger verification

9

Navigate to Communication Workflows page

Workflows page loads showing active workflows

N/A

REQ-10: Access workflow monitoring

14

Navigate to Communication Workflows page

Workflows page loads showing active workflows

N/A

REQ-10: Access workflow monitoring

17

Navigate to SendGrid dashboard

Open SendGrid dashboard in new browser tab

app.sendgrid.com

REQ-11: External monitoring setup

18

Monitor email delivery in SendGrid

Email appears in Activity feed with delivery status

"Delivered to: test@utilityconnect.com"

REQ-11: SendGrid delivery tracking

20

Check email content in SendGrid

Email content matches workflow configuration with personalization

"Dear John, Welcome to UtilityConnect! Your new service connection..."

REQ-11: Content verification

21

Navigate to Twilio console

Open Twilio console in new browser tab

console.twilio.com

REQ-11: External monitoring setup

22

Monitor SMS delivery in Twilio

SMS appears in Messaging logs with delivery status

"Delivered to: +1-555-123-4567"

REQ-11: Twilio SMS tracking

23

Verify SMS timing

SMS delivered after configured 2-day delay (or immediately for testing)

SMS delivery timing correct

REQ-20: Sequential timing verification

24

Check SMS content in Twilio

SMS content matches workflow configuration with personalization

"Welcome John! Your UtilityConnect service is active..."

REQ-11: SMS content verification

25

Monitor WhatsApp delivery in Twilio

WhatsApp message appears in logs with delivery status

"Delivered to: +1-555-123-4567"

REQ-11: Twilio WhatsApp tracking

26

Verify WhatsApp timing

WhatsApp delivered after configured 1-day delay from SMS

WhatsApp delivery timing correct

REQ-20: Sequential timing verification

27

Check WhatsApp content

WhatsApp content matches workflow configuration

"Welcome to UtilityConnect! Your service is ready..."

REQ-11: WhatsApp content verification

28

Check actual email receipt

Open test@utilityconnect.com inbox and verify email received

Email received with correct subject and content

REQ-11: Real delivery verification

29

Verify email personalization

Email shows customer name "John" and generated account number

Personalized content displayed correctly

REQ-11: Personalization verification

30

Check actual SMS receipt

Verify SMS received on test phone +1-555-123-4567

SMS received with correct content

REQ-11: Real SMS verification

31

Check actual WhatsApp receipt

Verify WhatsApp message received on test number

WhatsApp message received

REQ-11: Real WhatsApp verification

32

Navigate back to Communication Workflows

Return to workflow monitoring dashboard

N/A

REQ-11: System status verification

Verification Points:

  • Primary Verification: NSC-Created event successfully triggers "New Customer Welcome" workflow and delivers messages through all configured channels (Email, SMS, WhatsApp)
  • Secondary Verifications: Event processing works correctly, sequential timing operates as configured, delivery status tracking functions properly
  • Negative Verification: Invalid customer data triggers appropriate error messages and logging

Test Case 5: Workflow History 

Test Case ID: UX03US04_TC_005 

Title: Verify workflow execution history tracking and performance metrics display

 Created By: Prachi 

Created Date: 2025-06-12 

Version: V1.0.0

Classification:

  • Module/Feature: Communication Workflows
  • 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-Engineering, Customer-All, Risk-Medium, Business-Important, HistoryTracking, PerformanceMetrics

Business Context:

  • Customer Segment: All
  • Revenue Impact: Medium
  • Business Priority: Should-Have
  • Customer Journey: Workflow-Monitoring
  • Compliance Required: No
  • SLA Related: Yes

Quality Metrics:

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

Coverage Tracking:

  • Feature Coverage: 90%
  • Integration Points: Workflow Engine, History Service, Metrics Calculator, Performance Dashboard
  • Code Module Mapped: Communication
  • Requirement Coverage: REQ-10 (Execution history with timestamps), REQ-11 (Detailed delivery status for each message), REQ-12 (Success rate calculation and display)
  • Cross Platform Support: Web

Stakeholder Reporting:

  • Primary Stakeholder: Engineering
  • Report Categories: Performance-Dashboard, History-Analytics, Execution-Tracking
  • Trend Tracking: Yes
  • Executive Visibility: Yes
  • 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, History Service, Performance Calculator
  • Performance Baseline: <2 seconds history page load, <1 second metrics calculation
  • Data Requirements: Executed workflows from TC_004, Historical execution data

Prerequisites:

Setup Requirements:

  • UX03US04_TC_004 passed successfully
  • At least one workflow execution completed
  • Historical workflow data available in system
  • User logged in as Utility Admin
  • Browser cache cleared

User Roles/Permissions: Utility Admin, CSO Manager 

Prior Test Cases: UX03US04_TC_004

Test Data:

  • Workflow Name: New Customer Welcome (from TC_002)
  • Test Customer: John Doe (from TC_004)
  • Expected Execution Status: Completed
  • Expected Recipient Count: 1
  • Expected Success Rate: 100%
  • Expected Message Types: Email, SMS, WhatsApp
  • Expected Delivery Status: All Delivered
  • Test Email: test@utilitycompany.com
  • Test Phone: +1-555-123-4567

Test Procedure:

Step

Action

Expected Result

Test Data

Comments

1

Navigate to Communication Workflows page

Workflows page loads with tabs visible

N/A

REQ-10: Base navigation

2

Click on History tab

History tab opens showing workflow execution records

N/A

REQ-10: History tab access

3

Verify history page layout

Page displays execution records in table/list format

Execution records visible

REQ-10: History page structure

4

Verify history columns/fields

History shows workflow name, execution date, status, recipients

Column headers displayed

REQ-10: History data fields

5

Locate recent execution from TC_004

"New Customer Welcome" execution record visible in history

"New Customer Welcome" execution

REQ-10: Recent execution tracking

6

Verify execution basic information

Record shows workflow name, customer, and execution date

"John Doe, [execution date]"

REQ-10: Basic execution info

7

Verify execution timestamps

Record displays triggered timestamp and completion timestamp

"Triggered: [time], Completed: [time]"

REQ-10: Timestamp tracking

8

Verify execution status

Record shows "Completed" status

"Status: Completed"

REQ-10: Execution status tracking

9

Verify recipient count

Record displays correct number of recipients

"Recipients: 1"

REQ-12: Recipient count display

10

Verify execution duration

Record shows total execution time

"Duration: [time]"

REQ-12: Execution duration tracking

11

Click on execution record

Record expands or opens to show detailed information

Detailed view opens

REQ-11: Detailed execution access

12

Verify detailed message breakdown

Details show individual message delivery status

"Email: Delivered, SMS: Delivered, WhatsApp: Delivered"

REQ-11: Message-level delivery status

13

Verify delivery timestamps

Each message shows individual delivery timestamp

"Email delivered: [time], SMS delivered: [time]"

REQ-11: Individual message timing

14

Verify message delivery details

Details show recipient information for each channel

"Email to: test@utilitycompany.com, SMS to: +1-555-123-4567"

REQ-11: Recipient tracking

16

Navigate back to main history view

Return to history list view

History list displayed

REQ-10: Navigation verification

Verification Points:

  • Primary Verification: History tab displays complete workflow execution records with timestamps, status, and recipient information
  • Secondary Verifications:detailed delivery status available for each message, 
  • Negative Verification: N/A 


Test Case 8: Workflow Performance Metrics Cards

Test Case ID: UX03US04_TC_008 Title: Verify performance metrics display and calculation on workflow cards Created By: Prachi Created Date: 2025-06-12 Version: V1.0.0

Classification:

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

Enhanced Tags:

MOD-Communication, P1-Critical, Phase-Smoke, Type-UI-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-Medium, Business-Critical, PerformanceMetrics, WorkflowCards

Business Context:

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

Quality Metrics:

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

Coverage Tracking:

  • Feature Coverage: 100%
  • Integration Points: Workflow Engine, Metrics Calculator, UI Components
  • Code Module Mapped: Performance Metrics Display
  • Requirement Coverage: REQ-12
  • Cross Platform Support: Web

Stakeholder Reporting:

  • Primary Stakeholder: Engineering
  • Report Categories: UI-Verification, Performance-Metrics, Card-Display
  • Trend Tracking: Yes
  • Executive Visibility: Yes
  • Customer Impact Level: Medium

Requirements Traceability:

  • Acceptance Criteria Covered: #12 (Calculate and display workflow performance metrics including success rate)
  • Related Requirements: REQ-12 (Performance metrics calculation and display)
  • Related Bugs: N/A
  • Related Test Cases: UX03US04_TC_002

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, Metrics Calculator
  • Performance Baseline: <1 second metrics display
  • Data Requirements: Existing workflows with execution history

Prerequisites:

Setup Requirements:

  • UX03US04_TC_002 passed successfully
  • Workflows exist with execution history
  • User logged in as Utility Admin
  • Browser cache cleared

User Roles/Permissions: Utility Admin, CSO Manager Prior Test Cases: UX03US04_TC_002

Test Data:

  • Active Workflow: New Customer Welcome
  • Expected Triggered: 245 (from image)
  • Expected Completed: 240 (from image)
  • Expected Success Rate: 98.0% (from image)
  • Draft Workflow: Reengagement Campaign
  • Expected Draft Metrics: 0 triggered, 0 completed, 0% success rate

Metrics Calculation Formulas:

  • Triggered: Count of times this workflow is used (workflow executions)
  • Completed: Count of notifications successfully delivered across all executions
  • Success Rate Formula: (Count of notifications successfully delivered / Total count of notifications) × 100
  • Example Calculation:
    • Workflow executed 245 times with 3 notifications each = 735 total notifications
    • 240 × 3 = 720 notifications delivered successfully
    • Success Rate = (720 / 735) × 100 = 97.96% ≈ 98.0%

Test Procedure:

Step

Action

Expected Result

Test Data

Comments

1

Navigate to Communication Workflows page

Workflows page loads with Active tab showing workflow cards

N/A

REQ-12: Access performance metrics display

2

Record initial metrics baseline

Note current "Triggered", "Completed", and "Success Rate" values

Initial values recorded

REQ-12: Baseline metrics capture

3

Locate "New Customer Welcome" workflow card

Active workflow card displays with performance metrics section

"New Customer Welcome"

REQ-12: Active workflow card verification

4

Verify workflow title display

Card shows workflow name prominently at top

"New Customer Welcome"

REQ-12: Workflow identification

5

Verify workflow status badge

Card displays "Active" status badge in green

"Active" badge

REQ-12: Status indicator

6

Verify workflow description

Card shows workflow description below title

"Onboarding sequence for new customers"

REQ-12: Description display

7

Verify Triggered metrics label

Card displays "Triggered" label clearly

"Triggered" label visible

REQ-12: Triggered label display

8

Verify initial Triggered count value

Card shows numeric value for triggered count

Current baseline value

REQ-12: Triggered count display

9

Verify Completed metrics label

Card displays "Completed" label clearly

"Completed" label visible

REQ-12: Completed label display

10

Verify initial Completed count value

Card shows numeric value for completed count

Current baseline value

REQ-12: Completed count display

11

Verify Success Rate label

Card displays "Success Rate" label clearly

"Success Rate" label visible

REQ-12: Success rate label display

12

Verify initial Success Rate percentage

Card shows percentage value with % symbol

Current baseline percentage

REQ-12: Success rate percentage display

13

Create first successful test customer

Customer created, workflow triggers with 3 notifications (Email, SMS, WhatsApp)

"Customer1, test1@valid.com, +1-555-111-1111"

REQ-12: Generate successful execution

14

Wait for workflow completion

All 3 notifications delivered successfully

All 3 messages delivered

REQ-12: Complete successful execution

15

Refresh workflow page

Page refreshes to show updated metrics

N/A

REQ-12: Metrics refresh verification

16

Verify Triggered count increased

"Triggered" count increases by 1 (workflow execution)

Baseline + 1

REQ-12: Triggered count accuracy

17

Verify Completed count increased

"Completed" count increases by 3 (delivered notifications)

Baseline + 3

REQ-12: Completed count accuracy

18

Calculate expected success rate

Success Rate = (3 delivered / 3 total notifications) × 100 = 100%

100%

REQ-12: Success rate calculation verification

19

Verify Success Rate display updated

Displayed success rate matches notification-based calculation

Updated percentage

REQ-12: Success rate accuracy

20

Validate Success Rate calculation formula

Manually verify: (Completed notifications / Total notifications) × 100

Formula validation

REQ-12: Success rate calculation accuracy

21

Verify Success Rate color coding

Success rate displays in green color for high percentage

Green colored percentage

REQ-12: Success rate visual indicator

22

Verify trigger type indicator

Card shows "Event-Based Trigger" with bell icon

Bell icon + "Event-Based Trigger"

REQ-12: Trigger type display

23

Verify actions count indicator

Card shows "2 actions" with appropriate icon

Clock icon + "2 actions"

REQ-12: Actions count display

24

Verify communication channels

Card shows "1 email, 1 sms" channel information

Email and SMS icons with counts

REQ-12: Channel types display

25

Verify card action buttons

Card displays view, copy, edit, toggle  action buttons

Four action buttons visible

REQ-12: Card actions availability

26

Click toggle button to activate/deactivate workflow

Workflow status changes to "Inactive"/ “active”

Toggle button clicked

 Workflow activation/deactivation control

27

Verify created date

Card footer shows "Created: 2023-10-05"

Creation date displayed

REQ-12: Creation timestamp

28

Verify modified date

Card footer shows "Modified: 2023-11-12"

Last modified date displayed

REQ-12: Modification timestamp

Verification Points:

  • Primary Verification: Performance metrics (Triggered, Completed, Success Rate) display correctly on workflow cards with proper labels and values
  • Secondary Verifications: Card layout includes all required elements (title, description, status, metrics, icons, dates)
  • Visual Verification: Cards display with proper color coding, icons, and responsive layout


Test Case 10: Create time-based Draft Workflow

Test Case ID: UX03US04_TC_010 Title: Create new workflow and save as draft using 3-step wizard 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, DraftCreation, WorkflowWizard

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, Draft Management
  • Code Module Mapped: Workflow Creation, Draft Management
  • Requirement Coverage: REQ-1, REQ-2, REQ-5, REQ-7, REQ-8, REQ-13, REQ-15
  • Cross Platform Support: Web, Email, SMS

Stakeholder Reporting:

  • Primary Stakeholder: Engineering
  • Report Categories: Quality-Dashboard, Feature-Coverage, Smoke-Results, Draft-Management
  • Trend Tracking: Yes
  • Executive Visibility: Yes
  • Customer Impact Level: Critical

Requirements Traceability:

  • Acceptance Criteria Covered: #1 (3-step wizard process), #2 (Multi-channel configuration), #5 (Multiple channels), #7 (Sequential actions), #8 (Create new content), #13 (Filter by status), #15 (Visual status indicators)
  • Related Requirements: REQ-1 (UI fields), REQ-2 (Trigger types), REQ-5 (Multiple channels), REQ-7 (Sequential actions), REQ-8 (Templates), REQ-13 (Status filtering), REQ-15 (Status indicators)
  • Related Bugs: N/A
  • Related Test Cases: UX03US04_TC_002

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, Template Service, Draft Management System
  • Performance Baseline: <1 second page load, <500ms draft save operation
  • Data Requirements: Valid workflow configuration data, Test templates

Prerequisites:

Setup Requirements:

  • User logged in as Utility Admin
  • Template library populated with test templates
  • Browser cache cleared

User Roles/Permissions: CSO Manager, Utility Admin Prior Test Cases: None

Test Data:

  • Workflow Name: Marketing Campaign Draft
  • Description: Draft workflow for upcoming marketing campaign testing
  • Audience Type: Consumer
  • Target List: VIP Customers List
  • Expected Customer Count: 180 customers
  • Trigger Type: Time-Based
  • Specific Date: 2025-12-25
  • Specific Time: 09:00 AM
  • Email Template: Holiday Marketing Template
  • SMS Template: Holiday Sale SMS Template
  • Email CC: marketing@utility.com
  • Email BCC: analytics@utility.com
  • SMS 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

REQ-1: Base navigation

2

Click "New Workflow" button

Step 1 (Details) opens with progress indicator showing 1/3

N/A

REQ-1: 3-step wizard initialization

3

Enter Workflow Name

Field accepts input, no validation errors

"Marketing Campaign Draft"

REQ-1: Details step data entry

4

Enter Description

Field accepts input, character count updates

"Draft workflow for upcoming marketing campaign testing"

REQ-1: Details completion

5

Select Audience Type

Dropdown shows Consumer, Technician, Business User options

Select "Consumer"

REQ-1: Audience selection

6

Select Target List

Target list dropdown shows available customer lists

Select "VIP Customers List"

REQ-1: Target list selection

7

Verify target list selection

Selected target list displays with customer count

"VIP Customers List (180 customers)"

REQ-1: Target list verification

8

Click "Next" button

Navigate to Trigger step, step 2 becomes active

N/A

REQ-1: Wizard step progression

9

Select "Time-Based" trigger type

Time-Based option selected, date/time options appear

N/A

REQ-2: Time trigger selection

10

Select "Specific Date and Time"

Specific date/time configuration options appear

N/A

REQ-2: Specific timing selection

11