My performance (CC01US02)
Total test cases -12
Total Acceptance criteria- 9
Total Coverage -100%
Test Scenario Analysis
A. Functional Test Scenarios
- Monthly Performance Display - Core KPI cards rendering
- KPI Cards Functionality - Four key performance indicators
- Weekly Performance Breakdown - Daily metrics display
- Real-time Data Updates - Dynamic performance tracking
- Currency Format Display - Monetary value formatting
- Trend Indicators - Performance change visualization
- Month Filter Functionality - Time period selection
- UI Consistency - SMART360 module styling
- Data Integration - Backend data synchronization
B. Non-Functional Test Scenarios
- Performance - Dashboard load times, concurrent access
- Security - User access control, data protection
- Compatibility - Cross-browser, cross-device support
- Usability - Navigation flow, user experience
Test Case 1: Monthly Performance Statistics Display Verification (AC1)
Test Case ID: CC01US02_TC_001
Title: Verify system displays monthly performance statistics for current month with proper header and KPI layout
Created By: Hetal
Created Date: August 6, 2025
Version: 1.0
Classification
Module/Feature: My Performance
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual
Tags: Happy-Path, Consumer, CxServices, MOD-CallCenter, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Smoke-Test-Results, Report-User-Acceptance, Report-Customer-Segment-Analysis, Customer-Enterprise, Risk-Low, Business-Critical, Revenue-Impact-Medium, Integration-CxServices, Happy-Path
Business Context
Customer_Segment: Enterprise
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes
Quality Metrics
Risk_Level: Low
Complexity_Level: Medium
Expected_Execution_Time: 3 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical
Coverage Tracking
Feature_Coverage: 100%
Integration_Points: CxServices, API, Performance Data Service
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: QA
Report_Categories: Quality-Dashboard, Module-Coverage, Smoke-Test-Results, User-Acceptance, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High
Requirements Traceability
Related_Requirements: CC01US02-AC1
Related_Bugs: N/A
Related_Test_Cases: CC01US02_TC_002, CC01US02_TC_007
Test Environment
Environment: Dev/Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: SMART360 authentication service, performance data API, call center module
Performance_Baseline: Page load < 3 seconds
Data_Requirements: Current month performance data with sample values: $285,340 payments, 156 services, 89 complaints, 432 calls
Prerequisites
Setup_Requirements: SMART360 call center module configured, performance data populated for current month
User_Roles_Permissions: Call Center Representative access level
Test_Data: Valid CCR credentials (ccr_test01@utility.com), current month data: January 2024 with $285,340 payments, 156 services, 89 complaints, 432 total calls
Prior_Test_Cases: User authentication and main dashboard access
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Login to SMART360 with Call Center Representative credentials | User successfully authenticated and main dashboard loads | Username: ccr_test01@utility.com, Password: Test123! | AC1 - Initial authentication |
2 | Locate and click "My Performance" menu item in main navigation | My Performance page loads with header "My Performance" and subtitle "Track your monthly performance and goals" | Navigation menu shows "My Performance" option | AC1 - Page navigation |
3 | Verify page header displays "Monthly Statistics - [Current Month Year]" format | Header shows "Monthly Statistics - January 2024" with proper formatting | Current test month: January 2024 | AC1 - Header display validation |
4 | Verify "Month Filter:" dropdown is visible in top-right corner | Month filter dropdown displays with "January 2024" as selected value | Default selection: January 2024 | AC1 - Filter visibility |
5 | Verify Monthly Statistics section is present below the header | Section container with title "Monthly Statistics - January 2024" is visible | Section background and styling consistent with SMART360 | AC1 - Section structure |
6 | Verify monthly statistics section loads within performance baseline | Page fully renders and is interactive within 3 seconds | Performance baseline: < 3 seconds | AC1 - Performance requirement |
7 | Verify no error messages or loading failures occur | No error dialogs, 404 errors, or loading spinners persist | Clean page load without errors | AC1 - Error-free display |
Verification Points
Primary_Verification: Monthly Statistics section displays for current month (January 2024) with proper header formatting
Secondary_Verifications: Page header updates dynamically, month filter shows current month as default, page loads within 3 seconds
Negative_Verification: No error messages, missing sections, or loading failures occur
Test Case 2: Four Key KPI Cards Display and Data Validation
Test Case ID: CC01US02_TC_002
Title: Verify system displays four key KPI cards with exact values, icons, and goal percentages from user story sample data
Created By: Hetal
Created Date: August 6, 2025
Version: 1.0
Classification
Module/Feature: My Performance
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual
Tags: Happy-Path, Consumer, CxServices, MOD-CallCenter, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Smoke-Test-Results, Report-Engineering, Report-Product, Customer-Enterprise, Risk-Low, Business-Critical, Revenue-Impact-High, Integration-PerformanceAPI, Happy-Path
Business Context
Customer_Segment: Enterprise
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes
Quality Metrics
Risk_Level: Low
Complexity_Level: Medium
Expected_Execution_Time: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical
Coverage Tracking
Feature_Coverage: 100%
Integration_Points: Performance Data API, KPI Calculation Service, Goal Management System
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Module-Coverage, Smoke-Test-Results, Engineering, Product
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High
Requirements Traceability
Related_Requirements: CC01US02-AC2
Related_Bugs: N/A
Related_Test_Cases: CC01US02_TC_001 (Monthly Statistics), CC01US02_TC_006 (Trend Indicators)
Test Environment
Environment: Dev/Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Performance Data API, Goal Management Service, KPI Calculation Engine
Performance_Baseline: KPI cards render < 2 seconds
Data_Requirements: January 2024 sample data: Payments $285,340 (Goal: $300,000, 95%), Services 156 (Goal: 150, 104%), Complaints 89 (78% resolved), Calls 432 (Avg: 19.6 per day)
Prerequisites
Setup_Requirements: My Performance dashboard loaded, monthly statistics section visible
User_Roles_Permissions: Call Center Representative with performance data access
Test_Data: January 2024 performance data: Payments Collected $285,340, Services Raised 156, Complaints Registered 89, Total Calls 432
Prior_Test_Cases: CC01US02_TC_001 must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Access My Performance dashboard with January 2024 selected | Dashboard loads with Monthly Statistics section visible | Month Filter: January 2024 | AC2 - Prerequisite validation |
2 | Locate "Payments Collected" KPI card in monthly statistics section | Card displays with dollar icon ($), title "Payments Collected", value "$285,340", goal text "Goal: $300,000 (95%)" | Expected Value: $285,340, Goal: $300,000 (95%) | AC2 - First KPI card validation |
3 | Locate "Services Raised" KPI card adjacent to payments card | Card displays with service/wrench icon, title "Services Raised", value "156", goal text "Goal: 150 (104%)" | Expected Value: 156, Goal: 150 (104%) | AC2 - Second KPI card validation |
4 | Locate "Complaints Registered" KPI card in third position | Card displays with warning triangle icon, title "Complaints Registered", value "89", additional text "78% resolved" | Expected Value: 89, Resolution Rate: 78% | AC2 - Third KPI card validation |
5 | Locate "Total Calls" KPI card in fourth position | Card displays with phone icon, title "Total Calls", value "432", additional text "Avg: 19.6 per day" | Expected Value: 432, Average: 19.6 per day | AC2 - Fourth KPI card validation |
6 | Verify all KPI cards follow consistent styling and layout | All four cards have identical dimensions, spacing, font sizes, and visual hierarchy | Card width, height, padding consistent | AC2 - UI consistency validation |
7 | Verify KPI card icons are appropriate and clearly visible | Each card displays distinct, recognizable icons: $ (payments), wrench (services), triangle (complaints), phone (calls) | Icons render clearly at proper size | AC2 - Icon display validation |
8 | Verify goal percentages are accurately calculated and displayed | Payments: 285,340/300,000 = 95.11% (rounded to 95%), Services: 156/150 = 104% | Calculation accuracy validation | AC2 - Goal percentage accuracy |
9 | Verify KPI cards are responsive to browser zoom (90%-110%) | Cards maintain readability and layout integrity at different zoom levels | Zoom levels: 90%, 100%, 110% | AC2 - Display responsiveness |
Verification Points
Primary_Verification: All four required KPI cards display with exact sample data values and correct goal percentages
Secondary_Verifications: Icons are appropriate and visible, styling is consistent across cards, calculations are mathematically accurate
Negative_Verification: No missing KPI cards, no incorrect values, no broken icons or styling inconsistencies
Test Case 3: Weekly Performance Breakdown with Working Weekdays
Test Case ID: CC01US02_TC_003
Title: Verify system provides weekly performance breakdown showing all working weekdays set by Utility with daily metrics for each KPI
Created By: Hetal
Created Date: August 6, 2025
Version: 1.0
Classification
Module/Feature: My Performance
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual
Tags: Happy-Path, Consumer, CxServices, MOD-CallCenter, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Regression-Coverage, Report-Engineering, Report-User-Acceptance, Customer-Enterprise, Risk-Medium, Business-Critical, Revenue-Impact-Medium, Integration-WorkingDaysConfig, Happy-Path
Business Context
Customer_Segment: Enterprise
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes
Quality Metrics
Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: High
Coverage Tracking
Feature_Coverage: 100%
Integration_Points: Working Days Configuration Service, Weekly Performance API, Calendar Service
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Module-Coverage, Regression-Coverage, Engineering, User-Acceptance
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High
Requirements Traceability
Related_Requirements: CC01US02-AC3, CC01US02-BR-WorkingWeekdays
Related_Bugs: N/A
Related_Test_Cases: CC01US02_TC_007 (Current Week Performance), CC01US02_TC_002 (KPI Cards)
Test Environment
Environment: Dev/Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Working Days Configuration Service, Weekly Performance Data API, Calendar Integration
Performance_Baseline: Weekly section loads < 2 seconds
Data_Requirements: Weekly sample data - Monday: 24 calls, $15,240 payments, 8 services; Tuesday: 19 calls, $12,180 payments, 6 services; Wednesday: 22 calls, $18,940 payments, 9 services; Thursday: 20 calls, $14,560 payments, 7 services; Friday: 18 calls, $13,280 payments, 5 services
Prerequisites
Setup_Requirements: Working weekdays configured by Utility (default Mon-Fri), weekly performance data populated
User_Roles_Permissions: Call Center Representative with weekly performance data access
Test_Data: Sample weekly data from user story, working weekdays configuration, current week date range
Prior_Test_Cases: CC01US02_TC_001, CC01US02_TC_002 must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Navigate to My Performance dashboard with Monthly Statistics visible | Dashboard displays with KPI cards loaded successfully | January 2024 selected, all KPIs visible | AC3 - Prerequisite validation |
2 | Scroll down to locate "This Week's Performance" section below monthly statistics | Section header "This Week's Performance" is visible with trend chart icon | Section positioned below KPI cards | AC3 - Weekly section identification |
3 | Verify working weekdays rows are displayed according to Utility configuration | Monday through Friday rows are present (as per default working weekdays set by Utility) | Working days: Monday, Tuesday, Wednesday, Thursday, Friday | BR - Working weekdays set by Utility |
4 | Verify column headers for daily metrics are properly labeled | Four columns: "Calls", "Payments", "Services", "Complaints" with appropriate alignment | Column headers clearly visible | AC3 - Daily metrics structure |
5 | Verify Monday row displays complete daily metrics | Monday shows: Calls "24", Payments "$15,240", Services "8", Complaints "5" | Monday data: Calls=24, Payments=$15,240, Services=8, Complaints=5 | AC3 - Monday data validation |
6 | Verify Tuesday row displays complete daily metrics | Tuesday shows: Calls "19", Payments "$12,180", Services "6", Complaints "3" | Tuesday data: Calls=19, Payments=$12,180, Services=6, Complaints=3 | AC3 - Tuesday data validation |
7 | Verify Wednesday row displays complete daily metrics | Wednesday shows: Calls "22", Payments "$18,940", Services "9", Complaints "4" | Wednesday data: Calls=22, Payments=$18,940, Services=9, Complaints=4 | AC3 - Wednesday data validation |
8 | Verify Thursday row displays complete daily metrics | Thursday shows: Calls "20", Payments "$14,560", Services "7", Complaints "2" | Thursday data: Calls=20, Payments=$14,560, Services=7, Complaints=2 | AC3 - Thursday data validation |
9 | Verify Friday row displays complete daily metrics | Friday shows: Calls "18", Payments "$13,280", Services "5", Complaints "6" | Friday data: Calls=18, Payments=$13,280, Services=5, Complaints=6 | AC3 - Friday data validation |
10 | Verify weekend days are excluded from display | No Saturday or Sunday rows are visible in the weekly performance section | Weekend exclusion: No Sat/Sun rows | BR - Working weekdays only |
11 | Verify payment amounts follow proper currency formatting | All payment values display with $ symbol and comma separators (e.g., $15,240) | Currency format: $XX,XXX | AC3 - Currency formatting consistency |
12 | Verify daily totals match weekly aggregation logic | Sum of daily values should align with weekly totals where applicable | Mathematical accuracy validation | AC3 - Data consistency |
Verification Points
Primary_Verification: Weekly performance section displays daily breakdown for all working weekdays set by Utility with complete metrics for each day
Secondary_Verifications: All daily values match sample data exactly, currency formatting is consistent, weekend days are properly excluded
Negative_Verification: No weekend days displayed, no missing daily data, no formatting inconsistencies
Test Case 4: Real-time Performance Data Updates Validation
Test Case ID: CC01US02_TC_004
Title: Verify system updates performance data in real-time as activities are completed across all integrated systems
Created By: Hetal
Created Date: August 6, 2025
Version: 1.0
Classification
Module/Feature: My Performance
Test Type: Integration
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual
Tags: Integration-End-to-End, Consumer, CxServices, API, MOD-CallCenter, P2-High, Phase-Regression, Type-Integration, Platform-Web, Report-Engineering, Report-Integration-Testing, Report-API-Test-Results, Report-Performance-Metrics, Report-Quality-Dashboard, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-RealTimeUpdates, Happy-Path
Business Context
Customer_Segment: Enterprise
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes
Quality Metrics
Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 8 minutes
Reproducibility_Score: Medium
Data_Sensitivity: High
Failure_Impact: Critical
Coverage Tracking
Feature_Coverage: 100%
Integration_Points: Payment Processing System, Service Management System, Complaint Tracking System, Call Logging System
Code_Module_Mapped: CX-Web, Integration-Services
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: Engineering
Report_Categories: Engineering, Integration-Testing, API-Test-Results, Performance-Metrics, Quality-Dashboard
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: Critical
Requirements Traceability
Related_Requirements: CC01US02-AC4
Related_Bugs: N/A
Related_Test_Cases: CC01US02_TC_002 (KPI Cards), CC01US02_TC_003 (Weekly Performance)
Test Environment
Environment: Dev/Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Payment Processing API, Service Management API, Complaint Tracking API, Call Logging API, Real-time Update Service
Performance_Baseline: Updates reflect within 2 seconds of source system activity
Data_Requirements: Baseline performance data, test payment ($500.00), test service request, test complaint, test call log entry
Prerequisites
Setup_Requirements: All integration systems active, real-time update service running, baseline performance data established
User_Roles_Permissions: Call Center Representative with full system access for activity creation
Test_Data: Baseline: Payments $285,340, Services 156, Complaints 89, Calls 432; Test activities: Payment $500, Service request, Complaint entry, Call log
Prior_Test_Cases: CC01US02_TC_001, CC01US02_TC_002 must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Access My Performance dashboard and record baseline KPI values | Dashboard displays with current values: Payments $285,340, Services 156, Complaints 89, Calls 432 | Baseline Values: P=$285,340, S=156, C=89, CA=432 | AC4 - Baseline establishment |
2 | Open payment processing system in separate browser tab/window | Payment system loads successfully and is ready for transaction entry | Payment System URL, User credentials | AC4 - Integration system access |
3 | Process new payment of $500.00 for existing customer account | Payment processes successfully with confirmation number and timestamp | Test Payment: $500.00, Customer: CUST001, Confirmation received | AC4 - Payment activity creation |
4 | Return to My Performance dashboard and observe Payments Collected KPI | Payments KPI updates from $285,340 to $285,840 within 2 seconds without page refresh | Expected Update: $285,340 → $285,840 | AC4 - Real-time payment update |
5 | Access service management system and create new service request | Service request created successfully with service ID and timestamp | Service Type: Meter Reading, Service ID: SR001, Customer: CUST001 | AC4 - Service activity creation |
6 | Monitor Services Raised KPI on My Performance dashboard | Services KPI increases from 156 to 157 within 2 seconds without manual refresh | Expected Update: 156 → 157 | AC4 - Real-time service update |
7 | Open complaint tracking system and register new customer complaint | Complaint registered successfully with complaint ID and category | Complaint: Billing Discrepancy, ID: CMP001, Category: Billing | AC4 - Complaint activity creation |
8 | Observe Complaints Registered KPI update on dashboard | Complaints KPI increases from 89 to 90 within 2 seconds automatically | Expected Update: 89 → 90 | AC4 - Real-time complaint update |
9 | Access call logging system and log new customer interaction | Call entry created with duration, outcome, and customer details | Call Duration: 8 minutes, Outcome: Resolved, Customer: CUST001 | AC4 - Call activity creation |
10 | Verify Total Calls KPI reflects the new call entry | Total Calls KPI increases from 432 to 433 within 2 seconds without user action | Expected Update: 432 → 433 | AC4 - Real-time call update |
11 | Verify weekly performance section updates with new daily activity | Current day's metrics in weekly section reflect the new activities | Today's row shows increased counts for all updated metrics | AC4 - Weekly section sync |
12 | Test concurrent updates by performing multiple activities simultaneously | All KPIs update accurately without conflicts or data corruption | Multiple system activities within 30-second window | AC4 - Concurrent update handling |
Verification Points
Primary_Verification: All KPI values update in real-time (within 2 seconds) when corresponding activities are completed in integrated systems
Secondary_Verifications: Updates are mathematically accurate, weekly section synchronizes, no data corruption during concurrent updates
Negative_Verification: No delayed updates beyond 2 seconds, no incorrect calculations, no system errors during integration
Test Case 5: Currency Format Display Standards Validation
Test Case ID: CC01US02_TC_005
Title: Verify system displays all monetary values in proper currency format with dollar symbols and comma separators consistently
Created By: Hetal
Created Date: August 6, 2025
Version: 1.0
Classification
Module/Feature: My Performance
Test Type: Functional
Test Level: System
Priority: P3-Medium
Execution Phase: Regression
Automation Status: Manual
Tags: Happy-Path, Consumer, CxServices, MOD-CallCenter, P3-Medium, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Regression-Coverage, Report-User-Acceptance, Report-Customer-Segment-Analysis, Customer-Enterprise, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-CurrencyService, Happy-Path
Business Context
Customer_Segment: Enterprise
Revenue_Impact: Low
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No
Quality Metrics
Risk_Level: Low
Complexity_Level: Low
Expected_Execution_Time: 3 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Medium
Coverage Tracking
Feature_Coverage: 100%
Integration_Points: Currency Formatting Service, Display Rendering Engine
Code_Module_Mapped: CX-Web, UI-Components
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: QA
Report_Categories: Quality-Dashboard, Module-Coverage, Regression-Coverage, User-Acceptance, Customer-Segment-Analysis
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium
Requirements Traceability
Related_Requirements: CC01US02-AC5
Related_Bugs: N/A
Related_Test_Cases: CC01US02_TC_002 (KPI Cards), CC01US02_TC_003 (Weekly Performance)
Test Environment
Environment: Dev/Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Currency Formatting Service, Display Rendering Components
Performance_Baseline: Formatting renders without delay
Data_Requirements: Sample monetary values: $285,340, $15,240, $12,180, $18,940, $14,560, $13,280
Prerequisites
Setup_Requirements: My Performance dashboard loaded with sample monetary data
User_Roles_Permissions: Call Center Representative access
Test_Data: Monetary values from user story: Payments $285,340, Weekly payments: Mon $15,240, Tue $12,180, Wed $18,940, Thu $14,560, Fri $13,280
Prior_Test_Cases: CC01US02_TC_002, CC01US02_TC_003 must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Navigate to My Performance dashboard with January 2024 data loaded | Dashboard displays with all KPI cards and weekly performance visible | January 2024 selected, all sections loaded | AC5 - Prerequisite validation |
2 | Examine "Payments Collected" KPI card value formatting | Value displays as "$285,340" with dollar sign prefix and comma separator (not "285340" or "$285340.00") | Expected Format: $285,340 | AC5 - KPI currency formatting |
3 | Verify goal amount formatting in Payments Collected card | Goal displays as "Goal: $300,000 (95%)" with proper currency formatting | Expected Goal Format: $300,000 | AC5 - Goal currency formatting |
4 | Examine Monday's payment amount in weekly performance section | Monday payment displays as "$15,240" with consistent currency formatting | Monday Expected: $15,240 | AC5 - Weekly Monday formatting |
5 | Examine Tuesday's payment amount in weekly performance section | Tuesday payment displays as "$12,180" with dollar sign and comma separator | Tuesday Expected: $12,180 | AC5 - Weekly Tuesday formatting |
6 | Examine Wednesday's payment amount in weekly performance section | Wednesday payment displays as "$18,940" with proper currency formatting | Wednesday Expected: $18,940 | AC5 - Weekly Wednesday formatting |
7 | Examine Thursday's payment amount in weekly performance section | Thursday payment displays as "$14,560" with consistent formatting standards | Thursday Expected: $14,560 | AC5 - Weekly Thursday formatting |
8 | Examine Friday's payment amount in weekly performance section | Friday payment displays as "$13,280" with dollar sign and comma separator | Friday Expected: $13,280 | AC5 - Weekly Friday formatting |
9 | Verify formatting consistency across all monetary displays | All monetary values follow identical format: dollar sign prefix, comma separators, no unnecessary decimal places | Consistent $XX,XXX format throughout | AC5 - Formatting consistency |
10 | Test edge case with zero payment value (if applicable) | Zero payments display as "$0" or "$0.00" with proper currency formatting | Zero Value Format: $0 | AC5 - Zero value formatting |
11 | Test large monetary value formatting (>$1,000,000) | Large amounts display with proper comma placement every three digits | Large Value Test: $1,285,340 | AC5 - Large value formatting |
12 | Verify no raw numeric values appear without currency formatting | No monetary amounts appear as plain numbers without dollar signs or comma separators | No raw numbers like "285340" | AC5 - Raw value prevention |
Verification Points
Primary_Verification: All monetary values display with consistent currency formatting using dollar symbols and comma separators
Secondary_Verifications: Large numbers are properly formatted, zero values handled correctly, no raw numeric displays
Negative_Verification: No monetary values appear without proper formatting, no inconsistent currency display patterns
Test Case 6: Growth Indicator Trend Display Validation
Test Case ID: CC01US02_TC_006
Title: Verify system displays growth indicators comparing current month performance to last month from selected month
Created By: Hetal
Created Date: August 6, 2025
Version: 1.0
Classification
Module/Feature: My Performance
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual
Tags: Happy-Path, Consumer, CxServices, MOD-CallCenter, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Regression-Coverage, Report-Product, Report-Engineering, Customer-Enterprise, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-TrendCalculation, Happy-Path
Business Context
Customer_Segment: Enterprise
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No
Quality Metrics
Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 6 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: High
Coverage Tracking
Feature_Coverage: 100%
Integration_Points: Trend Calculation Service, Historical Data API, Comparison Engine
Code_Module_Mapped: CX-Web, Analytics-Engine
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Module-Coverage, Regression-Coverage, Product, Engineering
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High
Requirements Traceability
Related_Requirements: CC01US02-AC6, CC01US02-BR-GrowthIndicator
Related_Bugs: N/A
Related_Test_Cases: CC01US02_TC_002 (KPI Cards), CC01US02_TC_008 (Month Filter)
Test Environment
Environment: Dev/Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Historical Performance Data API, Trend Calculation Service, Comparison Logic Engine
Performance_Baseline: Trend calculations complete < 1 second
Data_Requirements: January 2024 data: $285,340 payments, 156 services, 89 complaints, 432 calls; December 2023 comparison data for trend calculation
Prerequisites
Setup_Requirements: Historical performance data for trend comparison, trend calculation service active
User_Roles_Permissions: Call Center Representative with historical data access
Test_Data: Current month (Jan 2024): Payments $285,340, Services 156, Complaints 89, Calls 432; Previous month (Dec 2023): Payments $270,000, Services 145, Complaints 95, Calls 415
Prior_Test_Cases: CC01US02_TC_002 must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Access My Performance dashboard with January 2024 selected as current month | Dashboard loads with January 2024 data and all KPI cards visible | January 2024: P=$285,340, S=156, C=89, CA=432 | AC6 - Current month baseline |
2 | Locate growth indicator on Payments Collected KPI card | Trend indicator (arrow) appears next to or below the payment amount showing comparison to December 2023 | Jan $285,340 vs Dec $270,000 = +$15,340 increase | BR - Last month comparison |
3 | Verify Payments Collected trend shows upward arrow for increase | Upward arrow (↑) displayed in green color indicating positive growth from previous month | Expected: ↑ (green) for +5.7% increase | AC6 - Upward trend indicator |
4 | Locate growth indicator on Services Raised KPI card | Trend indicator visible showing comparison between January (156) and December (145) services | Jan 156 vs Dec 145 = +11 services increase | BR - Services trend calculation |
5 | Verify Services Raised trend shows upward arrow for improvement | Upward arrow (↑) displayed in green color for positive service count increase | Expected: ↑ (green) for +7.6% increase | AC6 - Services upward trend |
6 | Locate growth indicator on Complaints Registered KPI card | Trend indicator shows comparison between January (89) and December (95) complaints | Jan 89 vs Dec 95 = -6 complaints (improvement) | BR - Complaints trend logic |
7 | Verify Complaints Registered trend shows downward arrow as positive indicator | Downward arrow (↓) displayed in green color indicating improvement (fewer complaints) | Expected: ↓ (green) for -6.3% improvement | AC6 - Contextual trend coloring |
8 | Locate growth indicator on Total Calls KPI card | Trend indicator displays comparison between January (432) and December (415) calls | Jan 432 vs Dec 415 = +17 calls increase | BR - Calls trend calculation |
9 | Verify Total Calls trend shows upward arrow for increased volume | Upward arrow (↑) displayed showing increased call handling capacity | Expected: ↑ for +4.1% increase | AC6 - Calls trend display |
10 | Change month filter to February 2024 to test trend recalculation | Month filter updated to February 2024, all KPIs refresh with February data | February 2024 selected, trend comparison now Feb vs Jan | BR - Dynamic trend updates |
11 | Verify trend indicators recalculate for new comparison period | All trend arrows update to compare February 2024 to January 2024 instead of December 2023 | New comparison: Feb 2024 vs Jan 2024 | BR - Trend recalculation |
12 | Test edge case with identical values (no change) between months | When current and previous month values are identical, trend shows neutral indicator or no change symbol | Test scenario: Current = Previous month values | AC6 - No change handling |
Verification Points
Primary_Verification: All KPI cards display trend indicators comparing selected month to the immediately previous month with appropriate directional arrows
Secondary_Verifications: Trend colors are contextually appropriate (green for positive, considering complaints decrease as positive), calculations are mathematically accurate
Negative_Verification: No missing trend indicators, no incorrect directional arrows, no calculation errors
Test Case 7: Current Week Performance Daily Breakdown Validation
Test Case ID: CC01US02_TC_007
Title: Verify system displays current week's performance with daily breakdown for each weekday showing all four KPI metrics
Created By: Hetal
Created Date: August 6, 2025
Version: 1.0
Classification
Module/Feature: My Performance
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual
Tags: Happy-Path, Consumer, CxServices, MOD-CallCenter, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Smoke-Test-Results, Report-User-Acceptance, Report-Product, Customer-Enterprise, Risk-Low, Business-Critical, Revenue-Impact-Medium, Integration-WeeklyData, Happy-Path
Business Context
Customer_Segment: Enterprise
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes
Quality Metrics
Risk_Level: Low
Complexity_Level: Medium
Expected_Execution_Time: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical
Coverage Tracking
Feature_Coverage: 100%
Integration_Points: Weekly Performance API, Current Week Calculation Service, Daily Metrics Aggregation
Code_Module_Mapped: CX-Web, Weekly-Performance-Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Module-Coverage, Smoke-Test-Results, User-Acceptance, Product
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High
Requirements Traceability
Related_Requirements: CC01US02-AC7, CC01US02-BR-CurrentWeekPerformance
Related_Bugs: N/A
Related_Test_Cases: CC01US02_TC_003 (Weekly Performance Breakdown), CC01US02_TC_002 (KPI Cards)
Test Environment
Environment: Dev/Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Weekly Performance API, Current Week Date Calculation, Daily Metrics Service
Performance_Baseline: Weekly section loads < 2 seconds
Data_Requirements: Current week sample data from user story: Monday (24 calls, $15,240, 8 services, 5 complaints), Tuesday (19 calls, $12,180, 6 services, 3 complaints), etc.
Prerequisites
Setup_Requirements: Current week performance data populated, weekly section configured to show working weekdays
User_Roles_Permissions: Call Center Representative with current week performance access
Test_Data: Current week daily breakdown as specified in user story sample data
Prior_Test_Cases: CC01US02_TC_001 (Monthly Statistics) must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Access My Performance dashboard and locate "This Week's Performance" section | Section header "This Week's Performance" visible below monthly KPI cards with trend chart icon | Section title with chart/trend icon | AC7 - Weekly section identification |
2 | Verify current week date range corresponds to calendar week | Week range displays current calendar week (e.g., "Week of August 5-9, 2025") | Current calendar week dates | AC7 - Current week validation |
3 | Verify Monday row displays complete daily breakdown with all four metrics | Monday row shows: Calls "24", Payments "$15,240", Services "8", Complaints "5" | Monday: Calls=24, Payments=$15,240, Services=8, Complaints=5 | BR - Monday complete metrics |
4 | Verify Tuesday row displays complete daily breakdown with all four metrics | Tuesday row shows: Calls "19", Payments "$12,180", Services "6", Complaints "3" | Tuesday: Calls=19, Payments=$12,180, Services=6, Complaints=3 | BR - Tuesday complete metrics |
5 | Verify Wednesday row displays complete daily breakdown with all four metrics | Wednesday row shows: Calls "22", Payments "$18,940", Services "9", Complaints "4" | Wednesday: Calls=22, Payments=$18,940, Services=9, Complaints=4 | BR - Wednesday complete metrics |
6 | Verify Thursday row displays complete daily breakdown with all four metrics | Thursday row shows: Calls "20", Payments "$14,560", Services "7", Complaints "2" | Thursday: Calls=20, Payments=$14,560, Services=7, Complaints=2 | BR - Thursday complete metrics |
7 | Verify Friday row displays complete daily breakdown with all four metrics | Friday row shows: Calls "18", Payments "$13,280", Services "5", Complaints "6" | Friday: Calls=18, Payments=$13,280, Services=5, Complaints=6 | BR - Friday complete metrics |
8 | Verify column headers are clearly labeled and properly aligned | Four column headers: "Calls", "Payments", "Services", "Complaints" with proper alignment | Column headers clearly visible and aligned | AC7 - Column header validation |
9 | Verify daily totals align with weekly aggregation logic | Sum of daily values should mathematically match any weekly totals displayed | Mathematical accuracy: Mon+Tue+Wed+Thu+Fri totals | AC7 - Aggregation accuracy |
10 | Verify weekend days are excluded from current week display | No Saturday or Sunday rows appear in the weekly performance section | Weekend exclusion: No Sat/Sun rows | BR - Working weekdays only |
11 | Verify payment amounts maintain currency formatting consistency | All daily payment values show proper currency format with $ and comma separators | Currency format: $XX,XXX throughout | AC7 - Currency formatting |
12 | Test weekly section responsiveness to browser width changes | Weekly section maintains readability and structure when browser width is reduced | Browser width: 1024px minimum | AC7 - Responsive design |
Verification Points
Primary_Verification: Current week's performance section displays daily breakdown for all working weekdays with complete four-metric data for each day
Secondary_Verifications: Date range is accurate for current week, all metrics properly formatted, mathematical accuracy in aggregations
Negative_Verification: No weekend days included, no missing daily metrics, no formatting inconsistencies
Test Case 8: Month Filter Functionality and Data Synchronization
Test Case ID: CC01US02_TC_008
Title: Verify month filter displays all financial months with year and updates dashboard data when selection changes
Created By: Hetal
Created Date: August 6, 2025
Version: 1.0
Classification
Module/Feature: My Performance
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual
Tags: Happy-Path, Consumer, CxServices, MOD-CallCenter, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Regression-Coverage, Report-Engineering, Report-Integration-Testing, Customer-Enterprise, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-FilterService, Happy-Path
Business Context
Customer_Segment: Enterprise
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No
Quality Metrics
Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 7 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: High
Coverage Tracking
Feature_Coverage: 100%
Integration_Points: Month Filter Service, Historical Data API, Dashboard Refresh Service
Code_Module_Mapped: CX-Web, Filter-Components
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Module-Coverage, Regression-Coverage, Engineering, Integration-Testing
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High
Requirements Traceability
Related_Requirements: CC01US02-AC8, CC01US02-BR-MonthFilter
Related_Bugs: N/A
Related_Test_Cases: CC01US02_TC_001 (Monthly Statistics), CC01US02_TC_006 (Trend Indicators)
Test Environment
Environment: Dev/Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Historical Performance Data API, Month Filter Service, Financial Calendar Configuration
Performance_Baseline: Filter change updates < 2 seconds
Data_Requirements: Historical data for multiple financial months, January 2024 sample data ($285,340 payments, etc.)
Prerequisites
Setup_Requirements: Financial calendar configured, historical performance data available for multiple months
User_Roles_Permissions: Call Center Representative with historical data access
Test_Data: Multiple months of data including January 2024 sample data, financial month configurations
Prior_Test_Cases: CC01US02_TC_001, CC01US02_TC_002 must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Access My Performance dashboard and locate "Month Filter:" dropdown in top-right corner | Filter dropdown visible with label "Month Filter:" and currently selected month displayed | Filter location: Top-right corner of page | AC8 - Filter location validation |
2 | Verify current month is pre-selected by default | Dropdown shows current month "January 2024" as the selected value | Default Selection: January 2024 | BR - Current month default |
3 | Click on month filter dropdown to open selection list | Dropdown menu opens showing list of available financial months with years | Dropdown opens with month list | AC8 - Dropdown functionality |
4 | Verify financial months are displayed with year specification | List shows format "January 2024", "February 2024", "March 2024", etc. with year included | Month Format: "Month YYYY" | BR - Financial months with year |
5 | Select "December 2023" from the dropdown list | Dropdown closes with "December 2023" now selected, page begins data refresh | Selected: December 2023 | AC8 - Selection change |
6 | Verify dashboard header updates to reflect new month selection | Header changes to "Monthly Statistics - December 2023" | Header Update: December 2023 | AC8 - Header synchronization |
7 | Verify all KPI cards refresh with December 2023 performance data | KPI values update: Payments $270,000, Services 145, Complaints 95, Calls 415 (example data) | December 2023 KPI values | AC8 - KPI data refresh |
8 | Verify weekly performance section updates for December 2023 | Weekly breakdown shows last week of December 2023 with appropriate daily values | December 2023 weekly data | AC8 - Weekly data synchronization |
9 | Verify trend indicators recalculate for new comparison period | Trend arrows now compare December 2023 to November 2023 instead of original comparison | Trend Comparison: Dec vs Nov 2023 | BR - Trend recalculation |
10 | Select "February 2024" to test forward navigation | Dropdown updates to February 2024, all dashboard sections refresh with February data | Selected: February 2024 | AC8 - Forward month selection |
11 | Test filter performance by rapidly changing between multiple months | System handles rapid filter changes without errors, data updates consistently | Rapid changes: Jan→Dec→Feb→Jan | AC8 - Performance under load |
12 | Return to current month "January 2024" and verify data accuracy | Dashboard returns to original state with January 2024 data matching initial baseline | Return to: January 2024 baseline | AC8 - Baseline restoration |
Verification Points
Primary_Verification: Month filter allows selection of financial months with year and updates all dashboard data accordingly
Secondary_Verifications: Header synchronizes, KPI values refresh, weekly data updates, trend indicators recalculate
Negative_Verification: No data inconsistencies during filter changes, no system errors, no stale data displays
Test Case 9: SMART360 UI Consistency and Styling Compliance
Test Case ID: CC01US02_TC_009
Title: Verify My Performance module maintains consistent UI styling and design patterns with other SMART360 modules
Created By: Hetal
Created Date: August 6, 2025
Version: 1.0
Classification
Module/Feature: My Performance
Test Type: UI
Test Level: System
Priority: P3-Medium
Execution Phase: Acceptance
Automation Status: Manual
Tags: UI-Consistency, Consumer, CxServices, MOD-CallCenter, P3-Medium, Phase-Acceptance, Type-UI, Platform-Web, Report-Quality-Dashboard, Report-User-Acceptance, Report-Customer-Segment-Analysis, Report-Cross-Browser-Results, Report-Module-Coverage, Customer-Enterprise, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-DesignSystem, Happy-Path
Business Context
Customer_Segment: Enterprise
Revenue_Impact: Low
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No
Quality Metrics
Risk_Level: Low
Complexity_Level: Medium
Expected_Execution_Time: 8 minutes
Reproducibility_Score: High
Data_Sensitivity: None
Failure_Impact: Medium
Coverage Tracking
Feature_Coverage: 100%
Integration_Points: SMART360 Design System, UI Component Library
Code_Module_Mapped: CX-Web, UI-Components, Design-System
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, User-Acceptance, Customer-Segment-Analysis, Cross-Browser-Results, Module-Coverage
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium
Requirements Traceability
Related_Requirements: CC01US02-AC9
Related_Bugs: N/A
Related_Test_Cases: All previous test cases for UI element validation
Test Environment
Environment: Dev/Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: SMART360 Design System, UI Component Library, Other SMART360 modules for comparison
Performance_Baseline: Visual consistency validation
Data_Requirements: Access to Dashboard and Customer Interactions modules for comparison
Prerequisites
Setup_Requirements: SMART360 system with multiple modules accessible for comparison
User_Roles_Permissions: Call Center Representative with access to Dashboard and Customer Interactions
Test_Data: Standard SMART360 UI components for comparison reference
Prior_Test_Cases: All core functionality tests must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Access main SMART360 dashboard and examine navigation menu styling | Note navigation menu font, color, spacing, and hover effects for comparison baseline | Dashboard navigation baseline | AC9 - Navigation baseline |
2 | Navigate to "My Performance" and compare navigation menu styling | "My Performance" menu item follows identical font, color, spacing, and hover patterns as other menu items | Identical navigation styling | AC9 - Navigation consistency |
3 | Compare page header styling between Dashboard and My Performance | Headers use same font size, weight, color scheme, and spacing patterns | Header styling consistency | AC9 - Header comparison |
4 | Examine KPI card styling against similar cards in main Dashboard | KPI cards use identical shadow effects, border radius, padding, and color schemes | Card styling consistency | AC9 - Card design alignment |
5 | Verify dropdown styling by comparing month filter to other SMART360 dropdowns | Month filter dropdown matches button style, hover states, and visual hierarchy of other dropdowns | Dropdown styling consistency | AC9 - Dropdown comparison |
6 | Check color scheme alignment by examining primary, secondary, and accent colors | All colors used in My Performance match SMART360 brand color palette | Color palette compliance | AC9 - Color scheme validation |
7 | Verify typography consistency by examining font families, sizes, and weights | All text elements use same font family, sizing hierarchy, and weight patterns as other modules | Typography alignment | AC9 - Font consistency |
8 | Test icon consistency by comparing icons to SMART360 icon library | Payment, service, complaint, and call icons match the style and sizing of icons in other modules | Icon library compliance | AC9 - Icon consistency |
9 | Examine spacing and grid system alignment with other SMART360 pages | Margins, padding, and layout grid follow same spacing rules as Dashboard and Customer Interactions | Grid system consistency | AC9 - Layout consistency |
10 | Verify button styling consistency by comparing with buttons in other modules | Any buttons or interactive elements follow SMART360 button standards for colors, sizes, and states | Button styling alignment | AC9 - Button consistency |
11 | Test responsive design consistency at 1024px width | Layout behavior and breakpoints match other SMART360 modules at reduced screen width | Responsive consistency | AC9 - Responsive alignment |
12 | Verify accessibility features match SMART360 standards | Color contrast ratios, focus indicators, and keyboard navigation follow same patterns | Accessibility compliance | AC9 - Accessibility consistency |
Verification Points
Primary_Verification: My Performance module visually integrates seamlessly with SMART360 design system without any styling inconsistencies
Secondary_Verifications: All UI elements follow established patterns, responsive behavior matches other modules, accessibility standards are maintained
Negative_Verification: No visual inconsistencies, design deviations, or accessibility issues compared to SMART360 standards
Test Case 10: Growth Indicator Mathematical Calculation Accuracy
Test Case ID: CC01US02_TC_010
Title: Verify growth indicator percentage calculations are mathematically accurate for all KPI comparisons
Created By: Hetal
Created Date: August 6, 2025
Version: 1.0
Classification
Module/Feature: My Performance
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Planned-for-Automation
Tags: Edge-Case, Consumer, CxServices, MOD-CallCenter, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Regression-Coverage, Report-API-Test-Results, Report-Performance-Metrics, Customer-Enterprise, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-CalculationEngine, Edge-Case
Business Context
Customer_Segment: Enterprise
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No
Quality Metrics
Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 6 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: High
Coverage Tracking
Feature_Coverage: 100%
Integration_Points: Calculation Engine, Trend Analysis Service, Mathematical Validation
Code_Module_Mapped: CX-Web, Calculation-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: Engineering
Report_Categories: Engineering, Quality-Dashboard, Regression-Coverage, API-Test-Results, Performance-Metrics
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High
Requirements Traceability
Related_Requirements: CC01US02-BR-GrowthIndicator
Related_Bugs: N/A
Related_Test_Cases: CC01US02_TC_006 (Trend Indicators)
Test Environment
Environment: Dev/Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Calculation Engine, Historical Data API, Trend Calculation Service
Performance_Baseline: Calculations complete < 500ms
Data_Requirements: Controlled test data with known percentage calculations
Prerequisites
Setup_Requirements: Test data with predictable percentage calculations, calculation engine operational
User_Roles_Permissions: Call Center Representative with calculation validation access
Test_Data: Controlled scenarios: Current $1000, Previous $800 (25% increase); Current 120, Previous 100 (20% increase); Current 80, Previous 100 (20% decrease)
Prior_Test_Cases: CC01US02_TC_006 must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Set up test scenario with Payments: Current $1000, Previous $800 | Test data configured for controlled percentage calculation | Current: $1000, Previous: $800 | Edge Case - Percentage calculation |
2 | Verify growth indicator shows correct percentage for payments increase | Trend displays +25% increase (($1000-$800)/$800*100 = 25%) | Expected: +25% increase | Mathematical accuracy validation |
3 | Test Services scenario: Current 120, Previous 100 | Services data configured for 20% increase calculation | Current: 120, Previous: 100 | Edge Case - Integer percentage |
4 | Verify Services growth indicator shows correct +20% calculation | Trend displays +20% increase ((120-100)/100*100 = 20%) | Expected: +20% increase | Integer calculation accuracy |
5 | Test Complaints decrease scenario: Current 80, Previous 100 | Complaints data shows improvement through reduction | Current: 80, Previous: 100 | Edge Case - Negative trend (positive context) |
6 | Verify Complaints growth indicator shows correct -20% with positive context | Trend displays -20% with green coloring (improvement) | Expected: -20% (green) | Contextual calculation |
7 | Test zero previous value edge case: Current 100, Previous 0 | Handle division by zero scenario gracefully | Current: 100, Previous: 0 | Edge Case - Division by zero |
8 | Verify system handles division by zero without errors | System shows "N/A", "New", or infinity symbol without crashing | Expected: Graceful handling | Zero division protection |
9 | Test identical values scenario: Current 500, Previous 500 | No change scenario for trend calculation | Current: 500, Previous: 500 | Edge Case - No change |
10 | Verify no change scenario displays appropriate indicator | System shows 0% change or no-change symbol | Expected: 0% or neutral indicator | No change handling |
11 | Test extreme percentage scenario: Current 10000, Previous 100 | Large percentage increase calculation | Current: 10000, Previous: 100 | Edge Case - Large percentage |
12 | Verify large percentage calculations are accurate and displayed properly | Trend shows +9900% with appropriate formatting | Expected: +9900% increase | Large percentage handling |
Verification Points
Primary_Verification: All growth indicator percentage calculations are mathematically accurate using correct formulas
Secondary_Verifications: Edge cases handled gracefully, large percentages formatted properly, zero division protected
Negative_Verification: No calculation errors, no system crashes on edge cases, no incorrect percentage displays
Test Case 11: Financial Month Boundary Handling
Test Case ID: CC01US02_TC_011
Title: Verify system handles financial month boundaries correctly when filtering and calculating trends
Created By: Hetal
Created Date: August 6, 2025
Version: 1.0
Classification
Module/Feature: My Performance
Test Type: Integration
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual
Tags: Edge-Case, Consumer, CxServices, MOD-CallCenter, P2-High, Phase-Regression, Type-Integration, Platform-Web, Report-Engineering, Report-Integration-Testing, Report-Quality-Dashboard, Report-Module-Coverage, Report-Customer-Segment-Analysis, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-Medium, Integration-FinancialCalendar, Edge-Case
Business Context
Customer_Segment: Enterprise
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: No
Quality Metrics
Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 8 minutes
Reproducibility_Score: Medium
Data_Sensitivity: High
Failure_Impact: Critical
Coverage Tracking
Feature_Coverage: 100%
Integration_Points: Financial Calendar Service, Date Calculation Engine, Trend Comparison Logic
Code_Module_Mapped: CX-Web, Financial-Calendar-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: Engineering
Report_Categories: Engineering, Integration-Testing, Quality-Dashboard, Module-Coverage, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: Critical
Requirements Traceability
Related_Requirements: CC01US02-BR-MonthFilter, CC01US02-BR-GrowthIndicator
Related_Bugs: N/A
Related_Test_Cases: CC01US02_TC_008 (Month Filter), CC01US02_TC_006 (Trend Indicators)
Test Environment
Environment: Dev/Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Financial Calendar Configuration, Historical Data API, Date Calculation Service
Performance_Baseline: Month transitions process < 3 seconds
Data_Requirements: Historical data spanning financial year boundaries, financial calendar configuration
Prerequisites
Setup_Requirements: Financial calendar properly configured, historical data available across financial year boundaries
User_Roles_Permissions: Call Center Representative with cross-year historical access
Test_Data: Performance data spanning financial year boundary (e.g., March-April transition if financial year starts in April)
Prior_Test_Cases: CC01US02_TC_008 must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Access month filter dropdown and examine available financial months | Dropdown displays months according to financial calendar configuration rather than calendar year | Financial months per organization config | BR - Financial months display |
2 | Identify financial year-end month in the dropdown list | Last month of financial year appears in proper sequence (e.g., March if FY ends March 31) | FY End Month: March (example) | Edge Case - Financial year boundary |
3 | Select financial year-end month (e.g., March) from dropdown | Dashboard displays March data with all KPIs and weekly performance | March financial year-end data | Financial boundary selection |
4 | Verify trend indicators compare to previous month within same financial year | Trend arrows compare March to February within the same financial year | March vs February comparison | BR - Last month comparison logic |
5 | Navigate to first month of new financial year (e.g., April) | April data loads as first month of new financial year | April new FY start data | Edge Case - New financial year start |
6 | Verify trend indicators compare April to March (crossing financial year boundary) | Trend calculations work across financial year boundary (April vs March) | April vs March (cross-FY comparison) | Edge Case - Cross-year comparison |
7 | Test financial year selection spanning multiple calendar years | If FY runs Apr-Mar, verify months appear in correct financial sequence | FY sequence: Apr, May, Jun...Feb, Mar | Financial vs calendar year handling |
8 | Verify weekly performance correctly identifies weeks within financial months | Weekly data aligns with financial month boundaries, not calendar months | Week alignment with financial months | Weekly boundary alignment |
9 | Test month filter performance during financial year-end processing | System maintains responsiveness during financial year-end calculations | FY-end processing performance | Performance during FY transition |
10 | Verify data integrity across financial year transitions | No data loss or corruption when crossing financial year boundaries | Data integrity validation | Edge Case - Data consistency |
11 | Test historical data availability across multiple financial years | User can access performance data from previous financial years | Multi-year historical access | Historical data availability |
12 | Validate financial month formatting includes proper year specification | Months display with correct financial year context (e.g., "March 2024 FY", "April 2024 FY") | Proper financial year labeling | BR - Year specification |
Verification Points
Primary_Verification: Financial month boundaries are handled correctly with proper sequence, trend calculations, and data integrity
Secondary_Verifications: Financial vs calendar year distinction maintained, weekly data aligns properly, historical access preserved
Negative_Verification: No data corruption during financial year transitions, no incorrect month sequencing, no broken trend calculations
Test Case 12: Working Weekdays Configuration Validation
Test Case ID: CC01US02_TC_012
Title: Verify weekly performance displays adapt correctly when Utility configures different working weekdays
Created By: Hetal
Created Date: August 6, 2025
Version: 1.0
Classification
Module/Feature: My Performance
Test Type: Configuration
Test Level: System
Priority: P3-Medium
Execution Phase: Regression
Automation Status: Manual
Tags: Configuration, Consumer, CxServices, MOD-CallCenter, P3-Medium, Phase-Regression, Type-Configuration, Platform-Web, Report-Engineering, Report-Integration-Testing, Report-Quality-Dashboard, Report-Customer-Segment-Analysis, Report-Module-Coverage, Customer-Enterprise, Risk-Medium, Business-Medium, Revenue-Impact-Low, Integration-WorkingDaysConfig, Configuration
Business Context
Customer_Segment: Enterprise
Revenue_Impact: Low
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No
Quality Metrics
Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 6 minutes
Reproducibility_Score: Medium
Data_Sensitivity: Low
Failure_Impact: Medium
Coverage Tracking
Feature_Coverage: 100%
Integration_Points: Working Days Configuration Service, Weekly Performance Display Logic, Calendar Integration
Code_Module_Mapped: CX-Web, Configuration-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web
Stakeholder Reporting
Primary_Stakeholder: Engineering
Report_Categories: Engineering, Integration-Testing, Quality-Dashboard, Customer-Segment-Analysis, Module-Coverage
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium
Requirements Traceability
Related_Requirements: BR - Show all working weekdays set by the Utility, BR - Show current week's performance for each weekday
Related_Bugs: N/A
Related_Test_Cases: CC01US02_TC_003 (Weekly Performance), CC01US02_TC_007 (Current Week Performance)
Test Environment
Environment: Dev/Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Working Days Configuration Service, System Administration Panel, Weekly Performance API
Performance_Baseline: Configuration changes reflect < 30 seconds
Data_Requirements: Different working day configurations (Mon-Fri, Mon-Sat, Tue-Sat, etc.)
Prerequisites
Setup_Requirements: Access to working days configuration, administrative privileges for testing different configurations
User_Roles_Permissions: System Administrator access for configuration changes, Call Center Representative for validation
Test_Data: Multiple working day scenarios: Standard (Mon-Fri), Extended (Mon-Sat), Alternative (Tue-Sat)
Prior_Test_Cases: CC01US02_TC_003 must pass with default configuration
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Verify current working weekdays configuration is Monday-Friday (default) | Weekly performance section shows Mon, Tue, Wed, Thu, Fri rows only | Default: Monday-Friday | BR - Current working days baseline |
2 | Access system configuration to change working weekdays to Monday-Saturday | Configuration updated to include Saturday as working day | New Config: Monday-Saturday | Configuration change test |
3 | Refresh My Performance dashboard and verify Saturday appears in weekly section | Weekly performance section now shows Mon, Tue, Wed, Thu, Fri, Sat rows | Expected: 6 working days displayed | BR - Working weekdays adaptation |
4 | Verify Saturday row displays performance data with all four KPI metrics | Saturday shows: Calls, Payments, Services, Complaints columns with appropriate data | Saturday metrics: Calls, Payments, Services, Complaints | Complete metric display |
5 | Change configuration to Tuesday-Saturday working schedule | Working days updated to exclude Monday, include Tuesday through Saturday | New Config: Tuesday-Saturday | Alternative working schedule |
6 | Verify weekly performance excludes Monday and includes Tuesday-Saturday | Weekly section displays Tue, Wed, Thu, Fri, Sat rows (no Monday row) | Expected: No Monday, Tue-Sat displayed | Working day exclusion/inclusion |
7 | Test edge case with Wednesday-Friday only working schedule | Configuration set to mid-week only working days | New Config: Wednesday-Friday only | Edge Case - Limited working days |
8 | Verify weekly section adapts to show only Wednesday, Thursday, Friday rows | Weekly performance displays Wed, Thu, Fri rows with complete data | Expected: 3 working days only | Limited working days handling |
9 | Return configuration to standard Monday-Friday schedule | Working days reset to original Monday-Friday configuration | Reset Config: Monday-Friday | Configuration reset |
10 | Verify dashboard returns to original Monday-Friday display | Weekly performance shows Mon, Tue, Wed, Thu, Fri rows as original baseline | Original: Mon-Fri display restored | Configuration restoration |
11 | Test current week calculation with different working day configurations | Current week date ranges adjust based on working day configuration | Week calculation adapts to working days | Current week logic validation |
12 | Verify performance data aggregation aligns with configured working days | Weekly totals and averages calculate based only on configured working days | Aggregation matches working day config | Data calculation alignment |
Verification Points
Primary_Verification: Weekly performance displays adapt correctly when Utility configures different working weekdays
Secondary_Verifications: Data aggregation aligns with configured days, current week calculations adjust appropriately
Negative_Verification: No display of non-working days, no calculation errors with different configurations
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