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:
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:
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:
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:
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:
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:
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:
Verification Points:
- Primary Verification: Complete 3-step wizard time-based workflow creates draft workflow successfully when "Save as Draft" is selected
- Secondary Verifications: Draft workflow appears in Drafts tab with "Draft" status badge, shows zero metrics, preserves all configuration data
- Negative Verification: Draft workflow does not appear in Active tab, cannot be executed until activated
Test Case 11: Edit Existing Workflow
Test Case ID: UX03US04_TC_011 Title: Edit existing active workflow configuration and save changes 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-Medium, Business-Critical, WorkflowEditing, ConfigurationUpdate
Business Context:
- Customer Segment: All
- Revenue Impact: High
- Business Priority: Must-Have
- Customer Journey: Workflow-Management
- Compliance Required: Yes
- SLA Related: No
Quality Metrics:
- Risk Level: Medium
- Complexity Level: Medium
- Expected Execution Time: 12 minutes
- Reproducibility Score: High
- Data Sensitivity: Medium
- Failure Impact: High
Coverage Tracking:
- Feature Coverage: 95%
- Integration Points: Workflow Engine, Template Service, UI Components, Validation Service
- Code Module Mapped: Workflow Management, Configuration Updates
- Requirement Coverage: REQ-16, REQ-17, REQ-19, REQ-1, REQ-2, REQ-5, REQ-7, REQ-8
- Cross Platform Support: Web
Stakeholder Reporting:
- Primary Stakeholder: Engineering
- Report Categories: Feature-Coverage, Configuration-Management, Workflow-Updates
- Trend Tracking: Yes
- Executive Visibility: Yes
- Customer Impact Level: High
Requirements Traceability:
- Acceptance Criteria Covered: #16 (Edit existing workflows), #17 (Redirect to action page when edit clicked), #19 (Validation rules), #1 (Workflow fields), #2 (Triggers), #5 (Channels), #7 (Sequential actions), #8 (Templates)
- Related Requirements: REQ-16 (Edit workflows), REQ-17 (Edit redirect), REQ-19 (Validation), REQ-1 (UI fields), REQ-2 (Triggers), REQ-5 (Channels), REQ-7 (Sequential), REQ-8 (Templates)
- Related Bugs: N/A
- Related Test Cases: UX03US04_TC_002, UX03US04_TC_003
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, Validation Service
- Performance Baseline: <1 second edit page load, <500ms save operation
- Data Requirements: Existing active workflow from 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, UX03US04_TC_003
Test Data:
- Existing Workflow: New Customer Welcome
- Updated Workflow Name: Enhanced Customer Welcome
- Updated Description: Improved welcome sequence with personalized messaging and extended follow-up
- Updated Email Subject: Welcome to UtilityConnect - Let's Get Started!
- Updated Email Content: Dear [Customer.FirstName], Welcome to the UtilityConnect family! We're thrilled to have you as our valued customer. Your service connection is now active. Account Number: [Account.Number]. Our customer portal is ready for you at portal.utilityconnect.com
- Updated CC: manager@utility.com, billing@utility.com, onboarding@utility.com
- Updated SMS Content: Hi [Customer.FirstName]! Welcome to UtilityConnect! Your service is active. Need help? Call 1-800-UTILITY or text HELP for quick support.
- Updated SMS Delay: After previous action + 3 days
- New WhatsApp Content: 🎉 Welcome to UtilityConnect, [Customer.FirstName]! Your service is ready. We're here to help 24/7 - just reply to this message anytime!
- Updated WhatsApp Delay: After previous action + 2 hours
Test Procedure:
Verification Points:
- Primary Verification: Edit functionality allows modification of workflow name, description, email content, SMS content, and timing,Communication channel type cannot be edited in existing workflows
- Secondary Verifications: All changes save successfully and persist, workflow maintains Active status and performance metrics,Updated workflow displays correctly in workflow list with new configuration
- Negative Verification:
Test Case 12: Validation Rules and Error Handling
Test Case ID: UX03US04_TC_012 Title: Verify validation rules, character limits, and error messages in workflow configuration and execution Created By: Prachi Created Date: 2025-06-12 Version: V1.0.0
Classification:
- Module/Feature: Communication Workflows
- Test Type: Negative Testing
- Test Level: System
- Priority: P1-Critical
- Execution Phase: Integration
- Automation Status: Manual
Enhanced Tags:
MOD-Communication, P1-Critical, Phase-Integration, Type-Negative, Platform-Web, Report-Engineering, Customer-All, Risk-High, ValidationTesting, ErrorHandling, CharacterLimits
Business Context:
- Customer Segment: All
- Revenue Impact: High
- Business Priority: Must-Have
- Customer Journey: Workflow-Creation, Error-Recovery
- Compliance Required: Yes
- SLA Related: Yes
Quality Metrics:
- Risk Level: High
- Complexity Level: High
- Expected Execution Time: 15 minutes
- Reproducibility Score: High
- Data Sensitivity: High
- Failure Impact: Critical
Coverage Tracking:
- Feature Coverage: 100%
- Integration Points: Workflow Engine, Validation Service, Error Handling Service, UI Components
- Code Module Mapped: Validation, Error Handling
- Requirement Coverage: REQ-6, REQ-19, REQ-21
- Cross Platform Support: Web, Email, SMS, WhatsApp
Stakeholder Reporting:
- Primary Stakeholder: Engineering
- Report Categories: Validation-Testing, Error-Handling, Character-Limits, Input-Validation
- Trend Tracking: Yes
- Executive Visibility: Yes
- Customer Impact Level: Critical
Requirements Traceability:
- Acceptance Criteria Covered: #6 (Character limits enforcement), #19 (Validation rules and error messages), #21 (Error messages for workflow execution failures)
- Related Requirements: REQ-6 (Character limits), REQ-19 (Validation rules), REQ-21 (Error messages)
- Related Bugs: N/A
- Related Test Cases: UX03US04_TC_002, UX03US04_TC_006
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, Error Handling Service
- Performance Baseline: <2 seconds validation response, <5 seconds error display
- Data Requirements: Invalid test data, character limit test strings
Prerequisites:
Setup Requirements:
- User logged in as Utility Admin
- Workflow creation page accessible
- Browser cache cleared
User Roles/Permissions: Utility Admin, CSO Manager Prior Test Cases: UX03US04_TC_002
Test Data:
- Character Limit Test Data:
- SMS 160+ characters: "This is a very long SMS message that exceeds the standard 160 character limit for SMS messages and should trigger a validation error to prevent sending..."
- WhatsApp 1024+ characters: [1025+ character string]
- Email subject 100+ characters: "This is an extremely long email subject line that exceeds reasonable limits..."
- Invalid Data:
- Empty workflow name: ""
- Invalid email: "invalid-email-format"
- Special characters: "<!@#$%^&*()>"
- SQL injection: "'; DROP TABLE users; --"
- Error Scenarios:
- Workflow execution with invalid API keys
- Missing required fields
- Invalid trigger configurations
Test Procedure:
Verification Points:
- Primary Verification: Character limits enforced for SMS (160) and WhatsApp (1024), validation rules prevent invalid configurations, appropriate error messages displayed for execution failures
- Secondary Verifications: Error messages are clear and actionable, character counters display correctly
- Security Verification:
Test Case 14: Search Workflows Functionality
Test Case ID: UX03US04_TC_014
Title: Verify search functionality for finding workflows by name
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, SearchFunctionality, WorkflowFiltering
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: Medium
- Complexity Level: Low
- Expected Execution Time: 8 minutes
- Reproducibility Score: High
- Data Sensitivity: Low
- Failure Impact: Medium
Coverage Tracking:
- Feature Coverage: 95%
- Integration Points: Search Service, UI Components, Database
- Code Module Mapped: Search, Filtering
- Requirement Coverage: REQ-14
- Cross Platform Support: Web
Stakeholder Reporting:
- Primary Stakeholder: Engineering
- Report Categories: Feature-Coverage, Search-Functionality, User-Experience
- Trend Tracking: Yes
- Executive Visibility: No
- Customer Impact Level: Medium
Requirements Traceability:
- Acceptance Criteria Covered: #14 (Allow searching for specific workflows by name)
- Related Requirements: REQ-14 (Search workflows by name)
- Related Bugs: N/A
- Related Test Cases: UX03US04_TC_002, UX03US04_TC_010
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 Service, Database
- Performance Baseline: <2 seconds search response
- Data Requirements: Multiple existing workflows with different names
Prerequisites:
Setup Requirements:
- Multiple workflows exist in system (from previous test cases)
- User logged in as Utility Admin
- Browser cache cleared
User Roles/Permissions: Utility Admin, CSO Manager Prior Test Cases: UX03US04_TC_002, UX03US04_TC_010
Test Data:
- Existing Workflows:
- "New Customer Welcome"
- "Marketing Campaign Draft"
- "Reengagement Campaign"
- "Enhanced Customer Welcome"
- Search Terms:
- Full name: "New Customer Welcome"
- Partial name: "Customer"
- Case variations: "customer", "CUSTOMER"
- Special characters: "Customer-Welcome"
- Non-existent: "NonExistentWorkflow"
Test Procedure:
Verification Points:
- Primary Verification: Search functionality allows users to find workflows by name with exact and partial matches
- Secondary Verifications: Search is case-insensitive, handles special characters, provides appropriate feedback for no results
- Usability Verification: Search interface is intuitive, responsive, and accessible
Test Case 15: Workflow CRUD API Operations
Test Case ID: UX03US04_TC_015
Title: Test complete CRUD operations for workflows via API
Created By: Prachi
Created Date: 2025-05-28
Version: 1.0
Classification:
- Module/Feature: Communication Workflows
- Test Type: API
- Test Level: Integration
- Priority: P1-Critical
- Execution Phase: Regression
- Automation Status: Manual
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: Utility Admin ,CSO manager
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:
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 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: Communication Workflows
- Test Type: Integration
- Test Level: System
- Priority: P2-High
- Execution Phase: Regression
- Automation Status: Manual
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 ,CSO manager
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:
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