System Admin Dashboard (ONB01US01)

System Admin Dashboard - Comprehensive Test Suite (ONB05US01)

Test Scenario Analysis

A. Functional Test Scenarios

Core Functionality Scenarios:

1. Organization Setup Progress Tracking - Visual progress indicators, weighted completion calculation
2. Utility Setup Progress Management - Step-by-step setup guidance, task completion tracking
3. User Adoption Metrics Visualization - Daily active users, growth trends, engagement tracking
4. Security Activity Monitoring - Login attempt tracking, authorized/unauthorized session management
5. Data Upload Process Management - File upload, validation, smart recognition
6. Trial Plan Subscription Management - Plan details, upgrade pathways, usage limits

Business Rules Validation Scenarios:

1. Weighted Progress Calculation - Organization setup: Currency (40%), Date Format (30%), Timezone (30%)
2. Utility Setup Weighting - Core System (25%), Service Area (20%), Pricing/Billing (20%), Staff Access (15%), Calendar (10%), IDs/Reference (10%)
3. User Activity Definition - Daily active user = logged in user
4. Trial Plan Limitations - 2 concurrent users, 30-day expiration, 5GB storage

User Journey Scenarios:

1. New System Admin Onboarding - First-time dashboard access through completion
2. Ongoing Setup Management - Returning admin completing partial setups
3. Monitoring and Maintenance - Regular security and adoption monitoring
4. Subscription Management - Plan evaluation and upgrade decisions

B. Non-Functional Test Scenarios

Performance Scenarios:

• Dashboard load time < 3 seconds
• Real-time metrics refresh < 500ms
• Concurrent admin access (up to 50 users)
• Large data upload processing (100MB+ files)

Security Scenarios:

• Role-based access control validation
• Session management and timeouts
• Audit trail for admin actions
• Data encryption verification

Compatibility Scenarios:

• Chrome Latest on Windows 10/11, macOS 12+
• Desktop resolution 1920x1080+
• Mobile responsive design validation

C. Edge Case & Error Scenarios

1. Boundary Conditions - Maximum user limits, file size limits, concurrent sessions
2. Invalid Inputs - Malformed data uploads, invalid configuration values
3. System Failures - Network interruptions, service unavailability
4. Data Inconsistencies - Partial setup completions, corrupted progress states

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Detailed Test Cases

Test Case 1: Organization Setup Progress Calculation

Test Case ID: ONB05US01_TC_001
Title: Verify Organization Setup Progress Calculation with Weighted Tasks
Created By: QA Team
Created Date: June 04, 2025
Version: 1.0

Classification

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

Enhanced Tags

Tags: MOD-OrgSetup, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-End-to-EndEnd, Onboarding-Services, Database, HappyPath

Business Context

• Customer_Segment: All
• Revenue_Impact: High
• Business_Priority: Must-Have
• Customer_Journey: Onboarding
• Compliance_Required: Yes
• SLA_Related: Yes

Quality Metrics

• Risk_Level: High
• Complexity_Level: Medium
• Expected_Execution_Time: 5 minutes
• Reproducibility_Score: High
• Data_Sensitivity: Medium
• Failure_Impact: Critical

Coverage Tracking

• Feature_Coverage: 100% of progress calculation logic
• Integration_Points: Progress tracking engine, UI display layer
• Code_Module_Mapped: ProgressCalculator, OrganizationSetup
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: Engineering
• Report_Categories: Quality-Dashboard, Module-Coverage
• Trend_Tracking: Yes
• Executive_Visibility: Yes
• Customer_Impact_Level: High

Requirements Traceability

• Related_Requirements: Business Rule: Progress Calculation, Acceptance Criteria 1
• Related_Bugs: N/A
• Related_Test_Cases: ONB05US01_TC_002, ONB05US01_TC_003

Test Environment

• Environment: Staging
• Browser/Version: Chrome Latest
• Device/OS: Windows 10/11, macOS 12+
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Organization setup database, progress tracking service
• Performance_Baseline: <2 seconds for progress calculation
• Data_Requirements: Fresh organization with partial setup completion

Prerequisites

• Setup_Requirements: System Admin account with organization setup permissions
• User_Roles_Permissions: System Admin role
• Test_Data: Organization ID: ORG_TEST_001, Admin User: admin@testutility.com
• Prior_Test_Cases: Login functionality verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Login as System Admin	Successfully logged into dashboard	admin@testutility.com / SecurePass123!	Verify dashboard loads
2	Navigate to Organization Setup section	Organization Setup section displays with current progress	N/A	Check initial state
3	Verify Currency task is marked complete	Currency shows checkmark, contributes 40% to progress	Currency: USD	Weighted calculation
4	Verify Date Format task is marked complete	Date Format shows checkmark, contributes 30% to progress	Format: MM/DD/YYYY	Weighted calculation
5	Verify Timezone task is pending	Timezone shows pending icon, 30% weight not applied	Target: EST	Incomplete task
6	Verify overall progress calculation	Progress bar shows 70% (40% + 30% = 70%)	N/A	Mathematical accuracy
7	Complete Timezone configuration	Timezone task shows checkmark	Timezone: America/New_York	Task completion
8	Verify updated progress calculation	Progress bar updates to 100% (40% + 30% + 30%)	N/A	Real-time update

Verification Points

• Primary_Verification: Progress percentage accurately reflects weighted task completion
• Secondary_Verifications: Visual indicators match completion status, real-time updates work
• Negative_Verification: Progress should not exceed 100% or show negative values

Test Results (Template)

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [Record actual progress calculations and visual displays]
• Execution_Date: [Test execution date]
• Executed_By: [Tester name]
• Execution_Time: [Actual time taken]
• Defects_Found: [Any bugs discovered]
• Screenshots_Logs: [Evidence attachments]

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Test Case 2: Utility Setup Weighted Progress Tracking

Test Case ID: ONB05US01_TC_002
Title: Verify Utility Setup Progress with Complex Weighted Task System
Created By: QA Team
Created Date: June 04, 2025
Version: 1.0

Classification

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

Enhanced Tags

Tags: MOD-UtilitySetup, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Product, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-HighHigh, Onboarding-Services, Database, HappyPath

Business Context

• Customer_Segment: All
• Revenue_Impact: High
• Business_Priority: Must-Have
• Customer_Journey: Onboarding
• Compliance_Required: Yes
• SLA_Related: Yes

Test Environment

• Environment: Staging
• Browser/Version: Chrome Latest
• Device/OS: Windows 10/11
• Dependencies: Utility setup service, progress calculation engine

Prerequisites

• User_Roles_Permissions: System Admin role
• Test_Data: Utility ID: UTIL_TEST_001
• Prior_Test_Cases: ONB05US01_TC_001 (Organization setup completed)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Utility Setup section	Utility Setup section displays with 50% initial progress	N/A	Based on wireframe
2	Verify Core System Settings completion	Task shows checkmark, 25% weight applied	Settings: Basic config complete	Highest weight task
3	Verify Service Area completion	Task shows checkmark, 20% weight applied	Area: Metro Atlanta Region	Critical for operations
4	Verify Pricing and Billing pending	Task shows pending icon, 20% weight not applied	Pricing: Not configured	Revenue impact
5	Complete Pricing and Billing setup	Task updates to checkmark	Rate: $0.12/kWh, Base: $15/month	Configuration input
6	Verify progress updates to 95%	Progress bar shows: 25% + 20% + 20% + 15% + 10% + 5% = 95%	N/A	All tasks except one
7	Complete remaining IDs and Reference Numbers	Final task completion	Utility ID: GA-POWER-001	Complete setup
8	Verify 100% completion and Continue Setup button	Progress shows 100%, button becomes active	N/A	Full completion state

Verification Points

• Primary_Verification: Complex weighted calculation (6 different weights) calculates correctly
• Secondary_Verifications: Button states change appropriately, visual progress matches calculation
• Negative_Verification: Partial completions don't round up to 100%

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Test Case 3: User Adoption Metrics Real-time Display

Test Case ID: ONB05US01_TC_003
Title: Validate User Adoption Metrics Display and Growth Calculation
Created By: QA Team
Created Date: June 04, 2025
Version: 1.0

Classification

• Module/Feature: User Adoption Monitoring
• Test Type: Functional
• Test Level: System
• Priority: P2-High
• Execution Phase: Regression
• Automation Status: Manual

Enhanced Tags

Tags: MOD-UserAdoption, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-CSM, Customer-All, Risk-Medium, Business-HighHigh, CX-Services, Database, HappyPath

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access User Adoption section	Section displays with current metrics	N/A	Real-time data
2	Verify Today's Users count	Shows exact count: 48 users	Active users: 48	From wireframe
3	Verify Week Growth percentage	Displays +15% growth indicator	Growth: +15%	Week-over-week
4	Validate daily activity chart	Chart shows Mon-Sun activity pattern	Activity data: 7 days	Visual representation
5	Verify weekend activity drop	Lower activity on Sat/Sun visible in chart	Weekend: Lower bars	Business pattern
6	Test chart interactivity	Hover shows daily values	Daily values displayed	User interaction
7	Verify automatic refresh	Metrics update when new user logs in	Simulated login	Real-time update

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Test Case 4: Security Activity Monitoring Dashboard

Test Case ID: ONB05US01_TC_004
Title: Verify Security Activity Tracking and Unauthorized Attempt Detection
Created By: QA Team
Created Date: June 04, 2025
Version: 1.0

Classification

• Module/Feature: Security Activity Monitoring
• Test Type: Security
• Test Level: System
• Priority: P1-Critical
• Execution Phase: Smoke
• Automation Status: Manual

Enhanced Tags

Tags: MOD-Security, P1-Critical, Phase-Smoke, Type-Security, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-CriticalCritical, Auth-Services, Database, HappyPath

Security Considerations

• SOC2 compliance for login attempt logging
• Audit trail requirements for utility regulations
• Real-time threat detection capabilities

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Review Security Activity section	Displays login attempts breakdown	N/A	Dashboard view
2	Verify Authorized logins count	Shows 162 total authorized logins	Authorized: 162	From wireframe
3	Verify Unauthorized attempts	Shows 15 unauthorized attempts in red	Unauthorized: 15	Security concern
4	Validate daily breakdown chart	Green bars for authorized, red for unauthorized	7-day period	Visual security status
5	Click on unauthorized attempts	Drills down to detailed attempt information	Attempt details	Investigation capability
6	Verify attempt timestamps	Shows exact time and IP for each attempt	IP logs available	Audit trail
7	Test alert threshold	System highlights days with >5 unauthorized attempts	Threshold: 5 attempts	Proactive monitoring

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Test Case 5: Data Upload Smart Recognition Process

Test Case ID: ONB05US01_TC_005
Title: Validate Data Upload Smart Recognition and Validation Process
Created By: QA Team
Created Date: June 04, 2025
Version: 1.0

Classification

• Module/Feature: Data Upload
• Test Type: Integration
• Test Level: System
• Priority: P2-High
• Execution Phase: Regression
• Automation Status: Manual

Enhanced Tags

Tags: MOD-DataUpload, P2-High, Phase-Regression, Type-Integration, Platform-Web, Report-Engineering, Customer-All, Risk-Medium, Business-High, MX-Services, API, Database, HappyPath

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Click "Go to Data Upload" button	Navigates to data upload page	N/A	Navigation test
2	Upload CSV file with customer data	Smart Recognition detects file structure	customers.csv (500 records)	File processing
3	Verify field mapping suggestions	System suggests field mappings automatically	Customer fields mapped	AI recognition
4	Review Smart Validation results	Shows errors, duplicates, data integrity issues	Validation report	Data quality
5	Test drag and drop functionality	File uploads via drag and drop	large_dataset.xlsx (2MB)	User experience
6	Verify file format support	Accepts CSV, Excel, XML formats	Multiple file types	Format validation
7	Test integration with existing records	Processed data merges correctly	Integration complete	Data consistency

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Test Case 6: Trial Plan Subscription Limitations

Test Case ID: ONB05US01_TC_006
Title: Verify Trial Plan Limitations and Upgrade Pathway
Created By: QA Team
Created Date: June 04, 2025
Version: 1.0

Classification

• Module/Feature: Trial Plan Management
• Test Type: Business Logic
• Test Level: System
• Priority: P1-Critical
• Execution Phase: Acceptance
• Automation Status: Manual

Enhanced Tags

Tags: MOD-TrialPlan, P1-Critical, Phase-Acceptance, Type-BusinessLogic, Platform-Web, Report-Product, Customer-All, Risk-High, Business-Critical, BX-Services, Database, HappyPath

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Review Trial Plan section	Shows "Free" plan with limitations	Plan: Free tier	Current status
2	Verify user limit display	Shows "Up to 5 users included"	User limit: 5	Plan restriction
3	Attempt to add 6th user	System prevents addition with clear message	User #6 blocked	Enforcement
4	Check included features	CX, MM, BC modules visible and accessible	3 core modules	Feature access
5	Verify storage limitation	Shows 5GB storage capacity	Storage: 5GB	Data limit
6	Test export limitation	Export capped at 100 records per operation	Export: 100 max	Functional limit
7	Click "Update Subscription"	Shows upgrade options and pricing	Paid plans available	Upgrade path
8	Verify 30-day trial countdown	Shows remaining trial days	Days left: 15	Time limitation

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Test Case 7: Cross-Platform Responsive Design

Test Case ID: ONB05US01_TC_007
Title: Validate Dashboard Responsive Design Across Screen Resolutions
Created By: QA Team
Created Date: June 04, 2025
Version: 1.0

Classification

• Module/Feature: UI/UX Responsiveness
• Test Type: UI
• Test Level: System
• Priority: P3-Medium
• Execution Phase: Regression
• Automation Status: Manual

Enhanced Tags

Tags: MOD-UI-UX, P3-Medium, Phase-Regression, Type-UI, Platform-Web, Report-QA, Customer-All, Risk-Low, Business-Medium, CX-Services, Cross-Module, HappyPath

Test Environment

• Screen_Resolution: Desktop-1920x1080, Tablet-1024x768, Mobile-375x667

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Load dashboard at 1920x1080	All sections display properly	Desktop resolution	Full layout
2	Resize to 1024x768	Layout adapts, maintains functionality	Tablet view	Responsive design
3	Test at 375x667 mobile resolution	Mobile-optimized layout displays	Mobile view	Touch interface
4	Verify chart readability	Charts remain readable at all sizes	All resolutions	Data visualization
5	Test button accessibility	Buttons are touch-friendly on mobile	Mobile interaction	User experience
6	Validate text scaling	Text remains readable without horizontal scroll	Text clarity	Accessibility
7	Test navigation menu	Menu adapts to smaller screens	Mobile navigation	Usability

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Test Case 8: API Integration for Dashboard Metrics

Test Case ID: ONB05US01_TC_008
Title: Validate API Endpoints for Dashboard Data Retrieval
Created By: QA Team
Created Date: June 04, 2025
Version: 1.0

Classification

• Module/Feature: API Integration
• Test Type: API
• Test Level: Integration
• Priority: P1-Critical
• Execution Phase: Smoke
• Automation Status: Planned-for-Automation

Enhanced Tags

Tags: MOD-API, P1-Critical, Phase-Smoke, Type-API, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Auth-Services, Onboarding-Services, CX-Services, API, Database, Cross-Module, HappyPath

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Call GET /api/dashboard/organization-setup	Returns current organization setup status	org_id: test_001	API response
2	Verify response structure	JSON contains progress, tasks, completion status	Valid JSON schema	Data structure
3	Call GET /api/dashboard/user-adoption	Returns user activity metrics	date_range: 7 days	Metrics API
4	Test API response time	Response time < 500ms for critical operations	Performance threshold	Speed requirement
5	Validate error handling	Returns appropriate error codes for invalid requests	Invalid org_id	Error scenarios
6	Test API authentication	Requires valid admin token for access	Valid JWT token	Security validation
7	Verify data consistency	API data matches dashboard display	Cross-validation	Data integrity

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Test Case 9: Performance Under Load

Test Case ID: ONB05US01_TC_009
Title: Validate Dashboard Performance with Concurrent Admin Users
Created By: QA Team
Created Date: June 04, 2025
Version: 1.0

Classification

• Module/Feature: Performance
• Test Type: Performance
• Test Level: System
• Priority: P2-High
• Execution Phase: Performance
• Automation Status: Manual

Enhanced Tags

Tags: MOD-Performance, P2-High, Phase-Performance, Type-Performance, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-Medium, Business-High, Auth-Services, AX-Services, Database, Cross-Module

Performance Baseline

• Dashboard load time: <3 seconds
• Concurrent users: Up to 50 admins
• Memory usage: <512MB per session

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Load dashboard with single user	Page loads in <3 seconds	1 admin user	Baseline performance
2	Simulate 10 concurrent admin logins	All users load dashboard successfully	10 concurrent sessions	Moderate load
3	Test with 25 concurrent users	System maintains <3 second load time	25 concurrent sessions	Higher load
4	Monitor memory usage	Memory usage remains <512MB per session	Resource monitoring	System resources
5	Test real-time updates with load	Metrics update for all users simultaneously	Live data updates	Concurrent updates
6	Verify database connection pool	No connection timeouts under load	DB connection monitoring	Backend stability
7	Test graceful degradation	System maintains core functionality	Peak load conditions	Resilience testing

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Test Case 10: Error Handling and Recovery

Test Case ID: ONB05US01_TC_010
Title: Validate Error Handling for Network and System Failures
Created By: QA Team
Created Date: June 04, 2025
Version: 1.0

Classification

• Module/Feature: Error Handling
• Test Type: Negative
• Test Level: System
• Priority: P2-High
• Execution Phase: Regression
• Automation Status: Manual

Enhanced Tags

Tags: MOD-ErrorHandling, P2-High, Phase-Regression, Type-Negative, Platform-Web, Report-QA, Customer-All, Risk-Medium, Business-High, Auth-Services, RX-Services, API, Database, Cross-Module

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Disconnect network during dashboard load	Shows appropriate offline message	Network interruption	Connectivity failure
2	Reconnect network	Dashboard recovers and loads data	Network restored	Recovery capability
3	Simulate API service unavailability	Displays service maintenance message	API down scenario	Service failure
4	Test with corrupted session data	Redirects to login with clear message	Invalid session	Session handling
5	Upload malformed data file	Shows validation errors, prevents processing	corrupted_data.csv	Data validation
6	Test browser crash recovery	Returns to dashboard state after restart	Browser restart	State persistence
7	Verify error logging	All errors logged for troubleshooting	Error log analysis	Debugging support

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Test Execution Matrix

Browser/Device Combinations

Test Case	Chrome Latest (Desktop)	Mobile Chrome	Edge Latest
TC_001-010	✓ Primary	✓ Secondary	✓ Validation

Environment Execution

Phase	Environment	Test Cases	Execution Frequency
Smoke	Staging	TC_001, TC_004, TC_008	Every build
Regression	Staging	TC_002, TC_003, TC_005, TC_007, TC_010	Weekly
Acceptance	Production-like	TC_006	Pre-release
Performance	Load Test Env	TC_009	Monthly

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Test Suite Definitions

Smoke Test Suite (Critical Path)

• Test Cases: TC_001, TC_004, TC_008
• Execution Time: ~20 minutes
• Purpose: Validate core functionality after deployments
• Automation Status: High priority for automation

Regression Test Suite (Feature Validation)

• Test Cases: TC_002, TC_003, TC_005, TC_007, TC_010
• Execution Time: ~2 hours
• Purpose: Comprehensive feature testing before releases
• Automation Status: Partial automation planned

Full Test Suite (Complete Coverage)

• Test Cases: All TC_001-010
• Execution Time: ~4 hours
• Purpose: Complete validation for major releases
• Automation Status: Mixed manual/automated approach

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API Test Collection (Critical Importance ≥7)

High Priority API Tests

1. Organization Setup Progress API - Importance: 9/10
2. User Adoption Metrics API - Importance: 8/10
3. Security Activity Logging API - Importance: 9/10
4. Authentication/Authorization API - Importance: 10/10

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Performance Benchmarks

Metric	Target	Critical Threshold
Dashboard Load Time	<3 seconds	<5 seconds
API Response Time	<500ms	<1 second
Concurrent Users	50 users	100 users
Memory Usage	<512MB/session	<1GB/session
Database Query Time	<200ms	<500ms

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Integration Test Map

External Dependencies

1. Authentication Service - Login/logout functionality
2. Progress Tracking Engine - Weighted calculation service
3. Metrics Collection Service - User adoption and security data
4. File Processing Service - Data upload and validation
5. Subscription Management API - Plan details and limitations

Internal Dependencies

1. User Management System - Role-based access control
2. Organization Database - Setup configuration storage
3. Audit Logging System - Security activity tracking
4. Notification Service - Real-time update delivery

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Coverage Analysis

Acceptance Criteria Coverage: 100%

• ✅ Progress percentages display accurately
• ✅ Visual task indicators (checkmarks, pending)
• ✅ Setup button enablement logic
• ✅ Active user count display
• ✅ Security activity breakdown
• ✅ Login attempt tracking
• ✅ Subscription information display
• ✅ Role-based access control
• ✅ Real-time metric updates

Business Rules Coverage: 100%

• ✅ Weighted progress calculation (Organization: 40%/30%/30%)
• ✅ Utility setup weighting (6 different percentages)
• ✅ Daily active user definition
• ✅ Trial plan limitations (2 users, 30 days, 5GB)

User Journey Coverage: 100%

• ✅ New admin onboarding flow
• ✅ Ongoing setup management
• ✅ Security monitoring workflow
• ✅ Subscription evaluation process

This comprehensive test suite provides complete coverage of the System Admin Dashboard functionality with appropriate prioritization, realistic test data, and proper traceability to business requirements.

Test Scenario Analysis

A. Functional Test Scenarios

1. Dashboard Overview and Navigation

• Scenario ID: TS_001
• Description: Verify System Admin can access and view the complete dashboard with all sections
• Coverage: Main dashboard display, navigation tabs, and section visibility

2. Organization Setup Progress Tracking

• Scenario ID: TS_002
• Description: Validate Organization Setup progress display and navigation functionality
• Coverage: Progress percentage, task status indicators, Complete Setup button behavior

3. Utility Setup Progress Monitoring

• Scenario ID: TS_003
• Description: Verify Utility Setup progress visualization and Continue Setup navigation
• Coverage: Progress calculation, pending tasks display, navigation to utility setup

4. Data Upload Section Access

• Scenario ID: TS_004
• Description: Validate Data Upload section display and navigation functionality
• Coverage: Section visibility, feature descriptions, Go to Data Upload button

5. User Adoption Metrics Visualization

• Scenario ID: TS_005
• Description: Verify user adoption metrics display and trend visualization
• Coverage: Daily active users graph, current user count, growth percentage

6. Security Activity Monitoring

• Scenario ID: TS_006
• Description: Validate security activity data presentation and metrics
• Coverage: Login attempts visualization, authorized/unauthorized breakdown

7. Trial Plan Subscription Display

• Scenario ID: TS_007
• Description: Verify trial plan information and upgrade options
• Coverage: Plan details, feature list, Update Subscription button

B. Non-Functional Test Scenarios

1. Performance Testing

• Scenario ID: TS_008
• Description: Validate dashboard load times and responsiveness
• Coverage: Page load time, section rendering, concurrent user handling

2. Cross-Browser Compatibility

• Scenario ID: TS_009
• Description: Ensure consistent dashboard display across browsers
• Coverage: Chrome, Firefox, Safari, Edge compatibility

3. Responsive Design

• Scenario ID: TS_010
• Description: Verify dashboard adaptation to different screen sizes
• Coverage: Desktop, tablet, mobile responsiveness

4. Role-Based Access Control

• Scenario ID: TS_011
• Description: Validate System Admin role permissions
• Coverage: Dashboard access, feature visibility based on role

C. Edge Case & Error Scenarios

1. Incomplete Data Handling

• Scenario ID: TS_012
• Description: Verify dashboard behavior with missing or incomplete setup data
• Coverage: 0% progress, null values, missing metrics

2. Real-time Update Failures

• Scenario ID: TS_013
• Description: Test dashboard behavior when real-time updates fail
• Coverage: Stale data handling, error messaging

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Detailed Test Cases

Test Case 1: Dashboard Initial Load and Display

Test Case Metadata

• Test Case ID: SMART360_TC_001
• Title: Verify System Admin Dashboard initial load and complete display
• Created By: QA Team
• Created Date: 2024-01-15
• Version: 1.0

Classification

• Module/Feature: System Admin Dashboard - Overview
• Test Type: Functional/UI
• Test Level: System
• Priority: P1-Critical
• Execution Phase: Smoke
• Automation Status: Planned-for-Automation

Enhanced Tags: Auth services, onboarding service, HappyPath

• Tags: MOD-Dashboard, P1-Critical, Phase-Smoke, Type-UI, Platform-Web, Report-QA, Customer-Enterprise, Risk-Low, Business-Critical, Revenue-Impact-High, Integration-None, Dashboard-Overview

Business Context

• Customer_Segment: Enterprise/SMB/All
• Revenue_Impact: High
• Business_Priority: Must-Have
• Customer_Journey: Onboarding
• Compliance_Required: No
• SLA_Related: Yes

Quality Metrics

• Risk_Level: Low
• Complexity_Level: Low
• Expected_Execution_Time: 2 minutes
• Reproducibility_Score: High
• Data_Sensitivity: Medium
• Failure_Impact: Critical

Coverage Tracking

• Feature_Coverage: 100% of dashboard overview
• Integration_Points: None
• Code_Module_Mapped: dashboard-overview-module
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: QA
• Report_Categories: Quality-Dashboard, Module-Coverage
• Trend_Tracking: Yes
• Executive_Visibility: Yes
• Customer_Impact_Level: High

Requirements Traceability

• Related_Requirements: User Story - System Admin Dashboard, AC#1, AC#10
• Related_Bugs: N/A
• Related_Test_Cases: SMART360_TC_002, SMART360_TC_003

Test Environment

• Environment: Staging
• Browser/Version: Chrome 120+, Firefox 115+, Safari 17+, Edge Latest
• Device/OS: Windows 11, macOS 14
• Screen_Resolution: Desktop-1920x1080
• Dependencies: User authentication service
• Performance_Baseline: Page load < 3 seconds
• Data_Requirements: Valid System Admin credentials

Prerequisites

• Setup_Requirements: System Admin account created and activated
• User_Roles_Permissions: System Admin role assigned
• Test_Data:
• • Username: admin@citypower.com
  • Password: SecureP@ss2024
  • Organization: City Power Utilities
• Prior_Test_Cases: User authentication test must pass

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to SMART360 login page	Login page displays	URL: https://staging.smart360.com
2	Enter System Admin credentials	Credentials accepted	Username: admin@citypower.com, Password: SecureP@ss2024
3	Click Login button	Dashboard loads within 3 seconds		Monitor load time
4	Verify dashboard header	"System Admin Dashboard" title displays with welcome message
5	Verify navigation tabs	5 tabs visible: Overview (selected), Organization Setup, Utility Setup, Data Upload, Integration Hub
6	Verify all dashboard sections	6 sections displayed: Organization Setup, Utility Setup, Data Upload, User Adoption, Security Activity, Trial Plan
7	Check section layouts	All sections properly aligned in grid layout		3x2 grid on desktop

Verification Points

• Primary_Verification: All 6 dashboard sections are visible and properly displayed
• Secondary_Verifications: Navigation tabs functional, welcome message personalized
• Negative_Verification: No error messages, no missing sections, no layout breaks

Test Results

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [To be filled during execution]
• Execution_Date: [Date of test execution]
• Executed_By: [Tester name]
• Execution_Time: [Actual time taken]
• Defects_Found: [Bug IDs if any]
• Screenshots_Logs: [Evidence references]

Execution Analytics

• Execution_Frequency: Daily
• Maintenance_Effort: Low
• Automation_Candidate: Yes

Test Relationships

• Blocking_Tests: User authentication
• Blocked_Tests: All subsequent dashboard tests
• Parallel_Tests: None
• Sequential_Tests: SMART360_TC_002 through SMART360_TC_007

Additional Information

• Notes: This is the primary smoke test for dashboard access
• Edge_Cases: Test with slow network conditions
• Risk_Areas: Authentication timeout, session management
• Security_Considerations: Ensure HTTPS, verify session security

---

Test Case 2: Organization Setup Progress Tracking

Test Case Metadata

• Test Case ID: SMART360_TC_002
• Title: Verify Organization Setup progress calculation and display
• Created By: QA Team
• Created Date: 2024-01-15
• Version: 1.0

Classification

• Module/Feature: System Admin Dashboard - Organization Setup
• Test Type: Functional/Business-Logic
• Test Level: System
• Priority: P1-Critical
• Execution Phase: Regression
• Automation Status: Manual

Enhanced Tags: API, Database, HappyPath

• Tags: MOD-OrgSetup, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-None, Progress-Tracking

Business Context

• Customer_Segment: Enterprise/SMB/All
• Revenue_Impact: High
• Business_Priority: Must-Have
• Customer_Journey: Onboarding
• Compliance_Required: No
• SLA_Related: Yes

Quality Metrics

• Risk_Level: Medium
• Complexity_Level: Medium
• Expected_Execution_Time: 5 minutes
• Reproducibility_Score: High
• Data_Sensitivity: Low
• Failure_Impact: High

Coverage Tracking

• Feature_Coverage: 100% of organization progress calculation
• Integration_Points: Organization setup module
• Code_Module_Mapped: org-setup-progress-calculator
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: Product
• Report_Categories: Progress-Tracking, Onboarding-Metrics
• Trend_Tracking: Yes
• Executive_Visibility: Yes
• Customer_Impact_Level: High

Requirements Traceability

• Related_Requirements: User Story - Section 4 (Progress Tracking), Business Rule - Progress Calculation
• Related_Bugs: N/A
• Related_Test_Cases: SMART360_TC_001, SMART360_TC_008

Test Environment

• Environment: Staging
• Browser/Version: Chrome 120+
• Device/OS: Windows 11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Organization setup data
• Performance_Baseline: Real-time update
• Data_Requirements: Organization with partial setup completion

Prerequisites

• Setup_Requirements: Dashboard loaded successfully
• User_Roles_Permissions: System Admin role
• Test_Data:
• • Organization: Metro Water Services
  • Currency: Set (40% weight)
  • Date Format: Set (30% weight)
  • Timezone: Not set (30% weight)
• Prior_Test_Cases: SMART360_TC_001 passed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	View Organization Setup section	Section displays with progress bar
2	Verify progress percentage	Shows "75%" (40% + 30% = 70% rounded to 75% for display)		Weighted calculation
3	Check task status indicators	Currency: ✓, Date Format: ✓, Timezone: ⚠️
4	Verify pending task highlight	"User invitations (2 pending)" shows warning indicator
5	Hover over progress bar	Tooltip shows "3 of 4 tasks completed"
6	Verify Complete Setup button	Button enabled as some tasks complete
7	Check visual progress bar	Blue fill represents 75% of bar width

Verification Points

• Primary_Verification: Progress percentage correctly calculated based on weighted rules
• Secondary_Verifications: Visual indicators match completion status, button state correct
• Negative_Verification: Incomplete tasks clearly marked, button not fully enabled

Test Results

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [To be filled during execution]
• Execution_Date: [Date of test execution]
• Executed_By: [Tester name]
• Execution_Time: [Actual time taken]
• Defects_Found: [Bug IDs if any]
• Screenshots_Logs: [Evidence references]

Execution Analytics

• Execution_Frequency: Per Release
• Maintenance_Effort: Medium
• Automation_Candidate: Yes

Test Relationships

• Blocking_Tests: SMART360_TC_001
• Blocked_Tests: SMART360_TC_008
• Parallel_Tests: SMART360_TC_003
• Sequential_Tests: SMART360_TC_008

Additional Information

• Notes: Progress calculation uses weighted algorithm per business rules
• Edge_Cases: Test with 0%, 50%, 100% completion states
• Risk_Areas: Incorrect weight calculation
• Security_Considerations: N/A

---

Test Case 3: Complete Setup Button Navigation

Test Case Metadata

• Test Case ID: SMART360_TC_003
• Title: Verify Complete Setup button navigation to Organization Setup page
• Created By: QA Team
• Created Date: 2024-01-15
• Version: 1.0

Classification

• Module/Feature: System Admin Dashboard - Organization Setup Navigation
• Test Type: Functional/Navigation
• Test Level: Integration
• Priority: P2-High
• Execution Phase: Regression
• Automation Status: Planned-for-Automation

Enhanced Tags: API, Database, HappyPath

• Tags: MOD-OrgSetup, P2-High, Phase-Regression, Type-Navigation, Platform-Web, Report-QA, Customer-All, Risk-Low, Business-High, Revenue-Impact-Medium, Integration-OrgSetupPage, Navigation-Test

Business Context

• Customer_Segment: Enterprise/SMB/All
• Revenue_Impact: Medium
• Business_Priority: Must-Have
• Customer_Journey: Onboarding
• Compliance_Required: No
• SLA_Related: No

Quality Metrics

• Risk_Level: Low
• Complexity_Level: Low
• Expected_Execution_Time: 2 minutes
• Reproducibility_Score: High
• Data_Sensitivity: None
• Failure_Impact: Medium

Coverage Tracking

• Feature_Coverage: 100% of navigation flow
• Integration_Points: Organization Setup page
• Code_Module_Mapped: navigation-router
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: QA
• Report_Categories: Navigation-Flow, User-Experience
• Trend_Tracking: No
• Executive_Visibility: No
• Customer_Impact_Level: Medium

Requirements Traceability

• Related_Requirements: User Story - Major Steps #7, Solution - Complete Setup button
• Related_Bugs: N/A
• Related_Test_Cases: SMART360_TC_002, SMART360_TC_008

Test Environment

• Environment: Staging
• Browser/Version: Chrome 120+, Firefox 115+
• Device/OS: Windows 11, macOS 14
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Organization setup page availability
• Performance_Baseline: Navigation < 1 second
• Data_Requirements: Organization with incomplete setup

Prerequisites

• Setup_Requirements: Dashboard loaded, Organization Setup at 75%
• User_Roles_Permissions: System Admin role
• Test_Data: Organization: Pacific Gas Utilities
• Prior_Test_Cases: SMART360_TC_002 passed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Locate Organization Setup section	Section visible with Complete Setup button
2	Click "Complete Setup" button	Navigation initiated
3	Verify page transition	Organization Setup page loads		Within 1 second
4	Check URL change	URL changes to /admin/organization-setup
5	Verify breadcrumb	Shows: Dashboard > Organization Setup
6	Check pending tasks highlighted	User invitations section highlighted		Auto-scroll to pending
7	Use browser back button	Returns to dashboard		State preserved

Verification Points

• Primary_Verification: Successful navigation to Organization Setup page
• Secondary_Verifications: URL correct, breadcrumb displayed, context preserved
• Negative_Verification: No 404 errors, no lost data

Test Results

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [To be filled during execution]
• Execution_Date: [Date of test execution]
• Executed_By: [Tester name]
• Execution_Time: [Actual time taken]
• Defects_Found: [Bug IDs if any]
• Screenshots_Logs: [Evidence references]

Execution Analytics

• Execution_Frequency: Per Release
• Maintenance_Effort: Low
• Automation_Candidate: Yes

Test Relationships

• Blocking_Tests: SMART360_TC_002
• Blocked_Tests: Organization setup completion tests
• Parallel_Tests: SMART360_TC_004
• Sequential_Tests: SMART360_TC_008

Additional Information

• Notes: Button should guide user to incomplete tasks
• Edge_Cases: Test when all tasks complete
• Risk_Areas: Navigation state loss
• Security_Considerations: Maintain session during navigation

---

Test Case 4: Utility Setup Progress Display

Test Case Metadata

• Test Case ID: SMART360_TC_004
• Title: Verify Utility Setup progress calculation with weighted rules
• Created By: QA Team
• Created Date: 2024-01-15
• Version: 1.0

Classification

• Module/Feature: System Admin Dashboard - Utility Setup
• Test Type: Functional/Business-Logic
• Test Level: System
• Priority: P1-Critical
• Execution Phase: Regression
• Automation Status: Manual

Enhanced Tags: Auth Service, Onboarding Service, HappyPath

• Tags: MOD-UtilitySetup, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-None, Progress-Calculation

Business Context

• Customer_Segment: Enterprise/SMB/All
• Revenue_Impact: High
• Business_Priority: Must-Have
• Customer_Journey: Onboarding
• 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% of utility progress calculation
• Integration_Points: Utility setup module
• Code_Module_Mapped: utility-setup-progress-calculator
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: Product
• Report_Categories: Progress-Tracking, Setup-Metrics
• Trend_Tracking: Yes
• Executive_Visibility: Yes
• Customer_Impact_Level: High

Requirements Traceability

• Related_Requirements: Business Rules - Utility Setup Weightage
• Related_Bugs: N/A
• Related_Test_Cases: SMART360_TC_001, SMART360_TC_005

Test Environment

• Environment: Staging
• Browser/Version: Chrome 120+
• Device/OS: Windows 11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Utility setup data
• Performance_Baseline: Real-time calculation
• Data_Requirements: Utility with partial setup

Prerequisites

• Setup_Requirements: Dashboard loaded successfully
• User_Roles_Permissions: System Admin role
• Test_Data:
• • Utility: Sunshine Electric Co.
  • Core System Settings: Complete (25%)
  • Service Area: Complete (20%)
  • Other tasks: Incomplete
• Prior_Test_Cases: SMART360_TC_001 passed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	View Utility Setup section	Section displays "50%" progress		25% + 20% + partial
2	Verify task list display	Shows 4 incomplete task indicators
3	Check specific task statuses	Core Settings: ✓, Service Area: ✓, Others: ⚠️
4	Verify Continue Setup button	Button is active/clickable
5	Hover over incomplete tasks	Tooltip shows task names
6	Check progress bar visual	Orange/yellow fill at 50%		Different color than Org
7	Verify pending count	"(all pending)" text visible

Verification Points

• Primary_Verification: 50% progress correctly calculated from weighted tasks
• Secondary_Verifications: Visual indicators accurate, button enabled
• Negative_Verification: Incomplete tasks clearly marked

Test Results

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [To be filled during execution]
• Execution_Date: [Date of test execution]
• Executed_By: [Tester name]
• Execution_Time: [Actual time taken]
• Defects_Found: [Bug IDs if any]
• Screenshots_Logs: [Evidence references]

Execution Analytics

• Execution_Frequency: Per Release
• Maintenance_Effort: High
• Automation_Candidate: Yes

Test Relationships

• Blocking_Tests: SMART360_TC_001
• Blocked_Tests: SMART360_TC_005
• Parallel_Tests: SMART360_TC_002
• Sequential_Tests: SMART360_TC_005

Additional Information

• Notes: Complex weighted calculation per business rules
• Edge_Cases: Test with various completion combinations
• Risk_Areas: Weight calculation accuracy
• Security_Considerations: N/A

---

Test Case 5: User Adoption Metrics Display

Test Case Metadata

• Test Case ID: SMART360_TC_005
• Title: Verify User Adoption section displays daily active users and trends
• Created By: QA Team
• Created Date: 2024-01-15
• Version: 1.0

Classification

• Module/Feature: System Admin Dashboard - User Adoption
• Test Type: Functional/Analytics
• Test Level: System
• Priority: P2-High
• Execution Phase: Regression
• Automation Status: Manual

Enhanced Tags: API, Database, HappyPath

• Tags: MOD-Analytics, P2-High, Phase-Regression, Type-Analytics, Platform-Web, Report-CSM, Customer-All, Risk-Low, Business-High, Revenue-Impact-Medium, Integration-Analytics, Metrics-Display

Business Context

• Customer_Segment: Enterprise/SMB/All
• Revenue_Impact: Medium
• 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: 3 minutes
• Reproducibility_Score: High
• Data_Sensitivity: Low
• Failure_Impact: Medium

Coverage Tracking

• Feature_Coverage: 100% of user adoption display
• Integration_Points: Analytics service
• Code_Module_Mapped: user-adoption-analytics
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: CSM
• Report_Categories: User-Adoption, Engagement-Metrics
• Trend_Tracking: Yes
• Executive_Visibility: Yes
• Customer_Impact_Level: Medium

Requirements Traceability

• Related_Requirements: User Story - Solution (User Adoption Tracking)
• Related_Bugs: N/A
• Related_Test_Cases: SMART360_TC_001, SMART360_TC_011

Test Environment

• Environment: Staging
• Browser/Version: Chrome 120+, Safari 17+
• Device/OS: Windows 11, macOS 14
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Analytics data service
• Performance_Baseline: Chart render < 2 seconds
• Data_Requirements: 7 days of user activity data

Prerequisites

• Setup_Requirements: Dashboard loaded, analytics data available
• User_Roles_Permissions: System Admin role
• Test_Data:
• • Mon: 42 users, Tue: 63 users, Wed: 71 users
  • Thu: 48 users, Fri: 85 users, Sat: 39 users, Sun: 36 users
  • Current: 48 users
• Prior_Test_Cases: SMART360_TC_001 passed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Locate User Adoption section	Section visible with line graph		Lower left position
2	Verify graph axes	X-axis: Mon-Sun, Y-axis: 0-100 users
3	Check data points	7 points plotted with values	See test data
4	Verify line connectivity	Smooth line connecting all points
5	Check "Today's Users" display	Shows "48" in large font
6	Verify "Week Growth"	Shows "+15%" in green		Positive growth
7	Hover over data points	Tooltip shows exact values		Interactive chart
8	Check graph responsiveness	Graph scales on window resize

Verification Points

• Primary_Verification: Graph accurately displays 7-day user activity trend
• Secondary_Verifications: Current users and growth percentage correct
• Negative_Verification: No missing data points, no rendering errors

Test Results

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [To be filled during execution]
• Execution_Date: [Date of test execution]
• Executed_By: [Tester name]
• Execution_Time: [Actual time taken]
• Defects_Found: [Bug IDs if any]
• Screenshots_Logs: [Evidence references]

Execution Analytics

• Execution_Frequency: Daily
• Maintenance_Effort: Low
• Automation_Candidate: Yes

Test Relationships

• Blocking_Tests: SMART360_TC_001
• Blocked_Tests: None
• Parallel_Tests: SMART360_TC_006
• Sequential_Tests: SMART360_TC_011

Additional Information

• Notes: Growth calculation: (current week - previous week) / previous week
• Edge_Cases: Test with no users, negative growth
• Risk_Areas: Data synchronization delays
• Security_Considerations: User data aggregation only

---

Test Case 6: Security Activity Monitoring

Test Case Metadata

• Test Case ID: SMART360_TC_006
• Title: Verify Security Activity section displays login attempts breakdown
• Created By: QA Team
• Created Date: 2024-01-15
• Version: 1.0

Classification

• Module/Feature: System Admin Dashboard - Security Activity
• Test Type: Functional/Security-Monitoring
• Test Level: System
• Priority: P1-Critical
• Execution Phase: Regression
• Automation Status: Manual

Enhanced Tags: API, Database, Auth service, Onboarding services, HappyPath

• Tags: MOD-Security, P1-Critical, Phase-Regression, Type-Security, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-Low, Integration-SecurityService, Security-Monitoring

Business Context

• Customer_Segment: Enterprise
• Revenue_Impact: Low
• Business_Priority: Must-Have
• Customer_Journey: Support
• Compliance_Required: Yes
• SLA_Related: Yes

Quality Metrics

• Risk_Level: High
• Complexity_Level: Medium
• Expected_Execution_Time: 4 minutes
• Reproducibility_Score: High
• Data_Sensitivity: High
• Failure_Impact: Critical

Coverage Tracking

• Feature_Coverage: 100% of security monitoring display
• Integration_Points: Security audit service
• Code_Module_Mapped: security-activity-monitor
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: Engineering
• Report_Categories: Security-Dashboard, Threat-Monitoring
• Trend_Tracking: Yes
• Executive_Visibility: Yes
• Customer_Impact_Level: High

Requirements Traceability

• Related_Requirements: User Story - Solution (Security Monitoring Center)
• Related_Bugs: N/A
• Related_Test_Cases: SMART360_TC_001, SMART360_TC_012

Test Environment

• Environment: Staging
• Browser/Version: Chrome 120+, Edge Latest
• Device/OS: Windows 11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Security audit logs
• Performance_Baseline: Real-time data display
• Data_Requirements: 7 days of security logs

Prerequisites

• Setup_Requirements: Dashboard loaded, security data available
• User_Roles_Permissions: System Admin role
• Test_Data:
• • Total authorized: 162 logins
  • Total unauthorized: 15 attempts
  • Daily breakdown per wireframe
• Prior_Test_Cases: SMART360_TC_001 passed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Locate Security Activity section	Section visible with bar chart		Center bottom position
2	Verify chart title	"Login attempts" displayed
3	Check bar chart display	7 grouped bars (Mon-Sun)		Stacked bars
4	Verify color coding	Green: authorized, Red: unauthorized
5	Check daily breakdown	Each day shows both attempt types
6	Verify totals display	"162 logins" and "15 attempts"
7	Hover over bars	Tooltip shows exact numbers
8	Check legend	Shows Authorized/Unauthorized
9	Verify Tuesday spike	Higher unauthorized on Tuesday	4 unauthorized	Security incident

Verification Points

• Primary_Verification: Security data accurately displayed with correct categorization
• Secondary_Verifications: Color coding correct, totals accurate
• Negative_Verification: No data mixing between authorized/unauthorized

Test Results

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [To be filled during execution]
• Execution_Date: [Date of test execution]
• Executed_By: [Tester name]
• Execution_Time: [Actual time taken]
• Defects_Found: [Bug IDs if any]
• Screenshots_Logs: [Evidence references]

Execution Analytics

• Execution_Frequency: Daily
• Maintenance_Effort: Medium
• Automation_Candidate: Yes

Test Relationships

• Blocking_Tests: SMART360_TC_001
• Blocked_Tests: Security drill-down tests
• Parallel_Tests: SMART360_TC_005
• Sequential_Tests: SMART360_TC_012

Additional Information

• Notes: Critical for security monitoring and incident response
• Edge_Cases: Test with all unauthorized, no data scenarios
• Risk_Areas: Real-time data accuracy
• Security_Considerations: Ensure data is anonymized appropriately

---

Test Case 7: Trial Plan Display and Navigation

Test Case Metadata

• Test Case ID: SMART360_TC_007
• Title: Verify Trial Plan subscription information display
• Created By: QA Team
• Created Date: 2024-01-15
• Version: 1.0

Classification

• Module/Feature: System Admin Dashboard - Trial Plan
• Test Type: Functional/Subscription
• Test Level: System
• Priority: P2-High
• Execution Phase: Regression
• Automation Status: Planned-for-Automation

Enhanced Tags: API, Database, HappyPath

• Tags: MOD-Subscription, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-Low, Business-High, Revenue-Impact-High, Integration-BillingService, Subscription-Management

Business Context

• Customer_Segment: All
• Revenue_Impact: High
• Business_Priority: Must-Have
• Customer_Journey: Billing
• Compliance_Required: No
• SLA_Related: No

Quality Metrics

• Risk_Level: Low
• Complexity_Level: Low
• Expected_Execution_Time: 2 minutes
• Reproducibility_Score: High
• Data_Sensitivity: Low
• Failure_Impact: Medium

Coverage Tracking

• Feature_Coverage: 100% of trial plan display
• Integration_Points: Subscription service
• Code_Module_Mapped: subscription-display-module
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: Product
• Report_Categories: Subscription-Status, Revenue-Tracking
• Trend_Tracking: No
• Executive_Visibility: Yes
• Customer_Impact_Level: High

Requirements Traceability

• Related_Requirements: User Story - Trial Plan section
• Related_Bugs: N/A
• Related_Test_Cases: SMART360_TC_001

Test Environment

• Environment: Staging
• Browser/Version: Chrome 120+, Firefox 115+
• Device/OS: Windows 11, macOS 14
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Subscription service
• Performance_Baseline: Instant display
• Data_Requirements: Trial subscription active

Prerequisites

• Setup_Requirements: Dashboard loaded, trial subscription active
• User_Roles_Permissions: System Admin role
• Test_Data:
• • Plan: Free Trial
  • Users: 2/5 limit
  • Features: CX, MX, BX enabled
• Prior_Test_Cases: SMART360_TC_001 passed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Locate Trial Plan section	Section visible in bottom right
2	Verify breadcrumb	"Dashboard > Subscription > Trial Plan"
3	Check plan name	"Free" displayed prominently		Large font
4	Verify user limit	"Up to 5 users included" text
5	Check feature list	3 features with checkmarks	CX, MX, BX	Green checkmarks
6	Verify feature names	Full names displayed	Customer Experience (CX), etc.
7	Check tagline	"All the essentials your org needs"
8	Verify Update button	"Update Subscription" button visible
9	Click Update button	Navigation to subscription page		Test navigation

Verification Points

• Primary_Verification: Trial plan details accurately displayed
• Secondary_Verifications: Feature list complete, button functional
• Negative_Verification: No premium features shown as available

Test Results

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [To be filled during execution]
• Execution_Date: [Date of test execution]
• Executed_By: [Tester name]
• Execution_Time: [Actual time taken]
• Defects_Found: [Bug IDs if any]
• Screenshots_Logs: [Evidence references]

Execution Analytics

• Execution_Frequency: Weekly
• Maintenance_Effort: Low
• Automation_Candidate: Yes

Test Relationships

• Blocking_Tests: SMART360_TC_001
• Blocked_Tests: Subscription upgrade tests
• Parallel_Tests: All other dashboard tests
• Sequential_Tests: None

Additional Information

• Notes: Important for revenue conversion tracking
• Edge_Cases: Test with expired trial, user limit reached
• Risk_Areas: Subscription sync issues
• Security_Considerations: Secure display of billing info

---

Test Case 8: Dashboard Performance Under Load

Test Case Metadata

• Test Case ID: SMART360_TC_008
• Title: Verify dashboard performance with concurrent users
• Created By: QA Team
• Created Date: 2024-01-15
• Version: 1.0

Classification

• Module/Feature: System Admin Dashboard - Performance
• Test Type: Performance
• Test Level: System
• Priority: P1-Critical
• Execution Phase: Performance
• Automation Status: Automated

Enhanced Tags

• Tags: MOD-Dashboard, P1-Critical, Phase-Performance, Type-Performance, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-All, Performance-Test

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: 10 minutes
• Reproducibility_Score: Medium
• Data_Sensitivity: Medium
• Failure_Impact: Critical

Coverage Tracking

• Feature_Coverage: 100% of dashboard under load
• Integration_Points: All dashboard services
• Code_Module_Mapped: dashboard-performance
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: Engineering
• Report_Categories: Performance-Dashboard, Load-Testing
• Trend_Tracking: Yes
• Executive_Visibility: Yes
• Customer_Impact_Level: High

Requirements Traceability

• Related_Requirements: Performance Requirements - 2 users/min
• Related_Bugs: N/A
• Related_Test_Cases: SMART360_TC_001

Test Environment

• Environment: Performance Testing Environment
• Browser/Version: Chrome 120+
• Device/OS: Windows 11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: All services operational
• Performance_Baseline: Page load < 3 seconds
• Data_Requirements: Production-like data volume

Prerequisites

• Setup_Requirements: Performance test environment ready
• User_Roles_Permissions: 10 System Admin test accounts
• Test_Data: Load testing scripts configured
• Prior_Test_Cases: All functional tests passed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Start performance monitor	Monitoring tools active		CPU, Memory, Network
2	Execute load script	2 users/minute login	10 test accounts	Ramp up over 5 min
3	Measure page load time	< 3 seconds for all users		95th percentile
4	Monitor server resources	CPU < 70%, Memory < 80%
5	Check all sections load	All 6 sections render		For each user
6	Verify data accuracy	Metrics display correctly		No data corruption
7	Test sustained load	10 users concurrent for 5 min
8	Check for memory leaks	No increasing memory usage		Browser and server
9	Verify no errors	No 500/timeout errors		Check logs

Verification Points

• Primary_Verification: Dashboard loads within 3 seconds under specified load
• Secondary_Verifications: All features functional, no resource exhaustion
• Negative_Verification: No crashes, timeouts, or data corruption

Test Results

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [To be filled during execution]
• Execution_Date: [Date of test execution]
• Executed_By: [Tester name]
• Execution_Time: [Actual time taken]
• Defects_Found: [Bug IDs if any]
• Screenshots_Logs: [Evidence references]

Execution Analytics

• Execution_Frequency: Weekly
• Maintenance_Effort: High
• Automation_Candidate: Yes (Already automated)

Test Relationships

• Blocking_Tests: All functional tests
• Blocked_Tests: None
• Parallel_Tests: None (Exclusive environment)
• Sequential_Tests: Stress testing

Additional Information

• Notes: Critical for enterprise customer satisfaction
• Edge_Cases: Test with 3x expected load
• Risk_Areas: Database connection pooling
• Security_Considerations: Monitor for DDoS patterns

---

Test Case 9: Cross-Browser Compatibility

Test Case Metadata

• Test Case ID: SMART360_TC_009
• Title: Verify dashboard display across different browsers
• Created By: QA Team
• Created Date: 2024-01-15
• Version: 1.0

Classification

• Module/Feature: System Admin Dashboard - Compatibility
• Test Type: Compatibility
• Test Level: System
• Priority: P2-High
• Execution Phase: Regression
• Automation Status: Planned-for-Automation

Enhanced Tags

• Tags: MOD-Dashboard, P2-High, Phase-Regression, Type-Compatibility, Platform-Web, Report-QA, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-None, Cross-Browser

Business Context

• Customer_Segment: All
• Revenue_Impact: Medium
• Business_Priority: Should-Have
• Customer_Journey: All
• Compliance_Required: No
• SLA_Related: No

Quality Metrics

• Risk_Level: Medium
• Complexity_Level: Medium
• Expected_Execution_Time: 15 minutes
• Reproducibility_Score: High
• Data_Sensitivity: Low
• Failure_Impact: Medium

Coverage Tracking

• Feature_Coverage: 100% visual elements
• Integration_Points: None
• Code_Module_Mapped: dashboard-ui-components
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: QA
• Report_Categories: Browser-Compatibility
• Trend_Tracking: No
• Executive_Visibility: No
• Customer_Impact_Level: Medium

Requirements Traceability

• Related_Requirements: Cross-browser support requirement
• Related_Bugs: N/A
• Related_Test_Cases: SMART360_TC_001

Test Environment

• Environment: Staging
• Browser/Version: Chrome 120+, Firefox 115+, Safari 17+, Edge Latest
• Device/OS: Windows 11, macOS 14
• Screen_Resolution: Desktop-1920x1080
• Dependencies: None
• Performance_Baseline: Consistent across browsers
• Data_Requirements: Standard test data

Prerequisites

• Setup_Requirements: All target browsers installed
• User_Roles_Permissions: System Admin role
• Test_Data: Same admin account
• Prior_Test_Cases: SMART360_TC_001 passed on Chrome

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Open Chrome 120+	Dashboard loads correctly		Baseline browser
2	Verify all elements	All 6 sections display properly		Screenshot
3	Open Firefox 115+	Dashboard loads identically		Compare to Chrome
4	Check chart rendering	Graphs display correctly		SVG/Canvas check
5	Open Safari 17+	Dashboard loads identically		macOS only
6	Verify animations	Progress bars animate smoothly
7	Open Edge Latest	Dashboard loads identically
8	Test all interactions	Buttons, hovers work consistently
9	Compare layouts	No positioning differences		Use overlay tool

Verification Points

• Primary_Verification: Dashboard displays identically across all browsers
• Secondary_Verifications: Interactions consistent, performance similar
• Negative_Verification: No browser-specific errors or warnings

Test Results

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [To be filled during execution]
• Execution_Date: [Date of test execution]
• Executed_By: [Tester name]
• Execution_Time: [Actual time taken]
• Defects_Found: [Bug IDs if any]
• Screenshots_Logs: [Evidence references]

Execution Analytics

• Execution_Frequency: Per Release
• Maintenance_Effort: Medium
• Automation_Candidate: Yes

Test Relationships

• Blocking_Tests: SMART360_TC_001
• Blocked_Tests: None
• Parallel_Tests: Can run with other UI tests
• Sequential_Tests: SMART360_TC_010

Additional Information

• Notes: Focus on CSS compatibility and JavaScript behavior
• Edge_Cases: Test with browser zoom levels
• Risk_Areas: Chart library compatibility
• Security_Considerations: N/A

---

Test Case 10: Responsive Design Testing

Test Case Metadata

• Test Case ID: SMART360_TC_010
• Title: Verify dashboard responsive design on different screen sizes
• Created By: QA Team
• Created Date: 2024-01-15
• Version: 1.0

Classification

• Module/Feature: System Admin Dashboard - Responsive Design
• Test Type: UI/Responsive
• Test Level: System
• Priority: P3-Medium
• Execution Phase: Regression
• Automation Status: Manual

Enhanced Tags

• Tags: MOD-Dashboard, P3-Medium, Phase-Regression, Type-UI, Platform-Web, Report-QA, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-None, Responsive-Design

Business Context

• Customer_Segment: All
• Revenue_Impact: Low
• Business_Priority: Could-Have
• Customer_Journey: All
• Compliance_Required: No
• SLA_Related: No

Quality Metrics

• Risk_Level: Low
• Complexity_Level: Medium
• Expected_Execution_Time: 10 minutes
• Reproducibility_Score: High
• Data_Sensitivity: None
• Failure_Impact: Low

Coverage Tracking

• Feature_Coverage: 100% responsive behavior
• Integration_Points: None
• Code_Module_Mapped: responsive-ui-framework
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web/Mobile

Stakeholder Reporting

• Primary_Stakeholder: QA
• Report_Categories: UI-Responsiveness
• Trend_Tracking: No
• Executive_Visibility: No
• Customer_Impact_Level: Low

Requirements Traceability

• Related_Requirements: Responsive design requirement
• Related_Bugs: N/A
• Related_Test_Cases: SMART360_TC_001, SMART360_TC_009

Test Environment

• Environment: Staging
• Browser/Version: Chrome 120+ DevTools
• Device/OS: Windows 11
• Screen_Resolution: Multiple (1920x1080, 1024x768, 375x667)
• Dependencies: None
• Performance_Baseline: Smooth transitions
• Data_Requirements: Standard test data

Prerequisites

• Setup_Requirements: Chrome DevTools responsive mode
• User_Roles_Permissions: System Admin role
• Test_Data: Standard dashboard data
• Prior_Test_Cases: SMART360_TC_001 passed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Load dashboard at 1920x1080	3x2 grid layout displays		Desktop view
2	Resize to 1024x768	Layout adjusts, 2x3 grid		Tablet view
3	Check section spacing	Proper margins maintained		No overlap
4	Resize to 768x1024	Portrait tablet layout		Vertical stack
5	Verify charts scale	Graphs resize proportionally
6	Resize to 375x667	Mobile layout, single column		iPhone size
7	Check text readability	All text remains readable		No truncation
8	Test scroll behavior	Smooth vertical scrolling		Mobile only
9	Verify touch targets	Buttons min 44x44px		Mobile standards

Verification Points

• Primary_Verification: Layout adapts appropriately to all screen sizes
• Secondary_Verifications: Content remains accessible, no data loss
• Negative_Verification: No horizontal scroll, no broken layouts

Test Results

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [To be filled during execution]
• Execution_Date: [Date of test execution]
• Executed_By: [Tester name]
• Execution_Time: [Actual time taken]
• Defects_Found: [Bug IDs if any]
• Screenshots_Logs: [Evidence references]

Execution Analytics

• Execution_Frequency: Per Release
• Maintenance_Effort: Low
• Automation_Candidate: No

Test Relationships

• Blocking_Tests: SMART360_TC_009
• Blocked_Tests: None
• Parallel_Tests: Other UI tests
• Sequential_Tests: None

Additional Information

• Notes: Admin dashboard primarily used on desktop
• Edge_Cases: Test with very small (320px) and very large (4K) screens
• Risk_Areas: Chart library responsive behavior
• Security_Considerations: N/A

---

Test Case 11: Role-Based Access Control

Test Case Metadata

• Test Case ID: SMART360_TC_011
• Title: Verify System Admin role has full dashboard access
• Created By: QA Team
• Created Date: 2024-01-15
• Version: 1.0

Classification

• Module/Feature: System Admin Dashboard - RBAC
• Test Type: Security/Authorization
• Test Level: System
• Priority: P1-Critical
• Execution Phase: Regression
• Automation Status: Planned-for-Automation

Enhanced Tags

• Tags: MOD-Security, P1-Critical, Phase-Regression, Type-Security, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-AuthService, RBAC-Test

Business Context

• Customer_Segment: Enterprise
• Revenue_Impact: High
• Business_Priority: Must-Have
• Customer_Journey: All
• Compliance_Required: Yes
• SLA_Related: Yes

Quality Metrics

• Risk_Level: High
• Complexity_Level: Medium
• Expected_Execution_Time: 5 minutes
• Reproducibility_Score: High
• Data_Sensitivity: High
• Failure_Impact: Critical

Coverage Tracking

• Feature_Coverage: 100% role validation
• Integration_Points: Authentication service
• Code_Module_Mapped: rbac-authorization
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: Engineering
• Report_Categories: Security-Compliance, Access-Control
• Trend_Tracking: Yes
• Executive_Visibility: Yes
• Customer_Impact_Level: High

Requirements Traceability

• Related_Requirements: User Story - Access Permissions
• Related_Bugs: N/A
• Related_Test_Cases: SMART360_TC_001, SMART360_TC_012

Test Environment

• Environment: Staging
• Browser/Version: Chrome 120+
• Device/OS: Windows 11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Auth service, role management
• Performance_Baseline: Instant authorization
• Data_Requirements: Multiple user roles

Prerequisites

• Setup_Requirements: Multiple user accounts with different roles
• User_Roles_Permissions: System Admin, Regular User, Manager
• Test_Data:
• • System Admin: admin@citypower.com
  • Regular User: user@citypower.com
  • Manager: manager@citypower.com
• Prior_Test_Cases: Authentication tests passed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Login as System Admin	Successful authentication	admin@citypower.com
2	Access dashboard	Full dashboard displays		All sections visible
3	Verify all sections	6 sections visible and active
4	Logout	Session terminated
5	Login as Regular User	Successful authentication	user@citypower.com
6	Attempt dashboard access	Access denied message		Redirect or error
7	Logout	Session terminated
8	Login as Manager	Successful authentication	manager@citypower.com
9	Access dashboard	Limited view or denied		Based on permissions
10	Verify restricted access	Only permitted sections visible

Verification Points

• Primary_Verification: Only System Admin role can access full dashboard
• Secondary_Verifications: Other roles properly restricted
• Negative_Verification: No unauthorized access possible

Test Results

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [To be filled during execution]
• Execution_Date: [Date of test execution]
• Executed_By: [Tester name]
• Execution_Time: [Actual time taken]
• Defects_Found: [Bug IDs if any]
• Screenshots_Logs: [Evidence references]

Execution Analytics

• Execution_Frequency: Daily
• Maintenance_Effort: Low
• Automation_Candidate: Yes

Test Relationships

• Blocking_Tests: Authentication tests
• Blocked_Tests: All dashboard feature tests
• Parallel_Tests: None
• Sequential_Tests: SMART360_TC_012

Additional Information

• Notes: Critical security test for enterprise customers
• Edge_Cases: Test with expired roles, disabled accounts
• Risk_Areas: Privilege escalation vulnerabilities
• Security_Considerations: Log all access attempts

---

Test Case 12: Zero Data State Handling

Test Case Metadata

• Test Case ID: SMART360_TC_012
• Title: Verify dashboard behavior with no setup data (0% progress)
• Created By: QA Team
• Created Date: 2024-01-15
• Version: 1.0

Classification

• Module/Feature: System Admin Dashboard - Edge Cases
• Test Type: Functional/Edge-Case
• Test Level: System
• Priority: P3-Medium
• Execution Phase: Regression
• Automation Status: Manual

Enhanced Tags

• Tags: MOD-Dashboard, P3-Medium, Phase-Regression, Type-EdgeCase, Platform-Web, Report-QA, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-None, Zero-State

Business Context

• Customer_Segment: All
• Revenue_Impact: Low
• Business_Priority: Should-Have
• Customer_Journey: Onboarding
• Compliance_Required: No
• SLA_Related: No

Quality Metrics

• Risk_Level: Low
• Complexity_Level: Low
• Expected_Execution_Time: 3 minutes
• Reproducibility_Score: High
• Data_Sensitivity: None
• Failure_Impact: Low

Coverage Tracking

• Feature_Coverage: Edge case coverage
• Integration_Points: None
• Code_Module_Mapped: dashboard-empty-state
• Requirement_Coverage: Partial
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: QA
• Report_Categories: Edge-Case-Testing
• Trend_Tracking: No
• Executive_Visibility: No
• Customer_Impact_Level: Low

Requirements Traceability

• Related_Requirements: Edge case handling
• Related_Bugs: N/A
• Related_Test_Cases: SMART360_TC_002, SMART360_TC_004

Test Environment

• Environment: Staging
• Browser/Version: Chrome 120+
• Device/OS: Windows 11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Clean database state
• Performance_Baseline: Standard load time
• Data_Requirements: New organization with no data

Prerequisites

• Setup_Requirements: Fresh organization created
• User_Roles_Permissions: System Admin role
• Test_Data: Brand new org: "Test Utilities Inc"
• Prior_Test_Cases: SMART360_TC_001 concept understood

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Login to fresh account	Dashboard loads	New admin account
2	Check Org Setup	Shows "0%" progress		Empty progress bar
3	Verify task list	All tasks show pending		Warning icons
4	Check Utility Setup	Shows "0%" progress
5	Verify User Adoption	Shows "0" users		Empty graph
6	Check Security Activity	No data message or empty
7	Verify buttons enabled	Setup buttons still clickable		Guide user action
8	Check helpful messaging	Onboarding prompts visible		"Get started" hints
9	Verify no errors	No null reference errors		Console check

Verification Points

• Primary_Verification: Dashboard handles empty state gracefully
• Secondary_Verifications: Clear call-to-action for next steps
• Negative_Verification: No errors or broken displays

Test Results

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [To be filled during execution]
• Execution_Date: [Date of test execution]
• Executed_By: [Tester name]
• Execution_Time: [Actual time taken]
• Defects_Found: [Bug IDs if any]
• Screenshots_Logs: [Evidence references]

Execution Analytics

• Execution_Frequency: Per Release
• Maintenance_Effort: Low
• Automation_Candidate: No

Test Relationships

• Blocking_Tests: None
• Blocked_Tests: None
• Parallel_Tests: All other tests
• Sequential_Tests: Setup completion tests

Additional Information

• Notes: Important for new customer experience
• Edge_Cases: This is the edge case test
• Risk_Areas: Null data handling
• Security_Considerations: N/A

---

Test Case 13: Real-time Data Update Verification

Test Case Metadata

• Test Case ID: SMART360_TC_013
• Title: Verify dashboard metrics update in real-time
• Created By: QA Team
• Created Date: 2024-01-15
• Version: 1.0

Classification

• Module/Feature: System Admin Dashboard - Real-time Updates
• Test Type: Functional/Integration
• Test Level: Integration
• Priority: P2-High
• Execution Phase: Regression
• Automation Status: Manual

Enhanced Tags

• Tags: MOD-Dashboard, P2-High, Phase-Regression, Type-Integration, Platform-Web, Report-Engineering, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-RealtimeService, Real-Time-Data

Business Context

• Customer_Segment: All
• Revenue_Impact: Medium
• Business_Priority: Should-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: Medium
• Data_Sensitivity: Low
• Failure_Impact: Medium

Coverage Tracking

• Feature_Coverage: Real-time update mechanism
• Integration_Points: WebSocket/polling service
• Code_Module_Mapped: realtime-data-sync
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: Engineering
• Report_Categories: Real-Time-Performance
• Trend_Tracking: Yes
• Executive_Visibility: No
• Customer_Impact_Level: Medium

Requirements Traceability

• Related_Requirements: Business Rule #11 - Real-time updates
• Related_Bugs: N/A
• Related_Test_Cases: SMART360_TC_005, SMART360_TC_006

Test Environment

• Environment: Staging
• Browser/Version: Chrome 120+
• Device/OS: Windows 11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Real-time data service
• Performance_Baseline: Updates within 5 seconds
• Data_Requirements: Active system with ongoing activity

Prerequisites

• Setup_Requirements: Dashboard open in browser
• User_Roles_Permissions: System Admin role
• Test_Data: Active system with users
• Prior_Test_Cases: SMART360_TC_001 passed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Open dashboard	Initial metrics display		Note current values
2	Simulate user login	Via separate session	New user account	Different browser
3	Wait 5 seconds	User count increments		From 48 to 49
4	Verify no refresh needed	Automatic update occurs		No F5 required
5	Complete org task	In separate session	Complete timezone
6	Wait 5 seconds	Org progress updates		75% to 100%
7	Generate failed login	Invalid credentials		Security test
8	Check security section	Unauthorized count increases		Within 5 seconds
9	Monitor for 2 minutes	Consistent updates		No connection drops

Verification Points

• Primary_Verification: All metrics update within 5 seconds of change
• Secondary_Verifications: No manual refresh required, connection stable
• Negative_Verification: No duplicate updates or data inconsistencies

Test Results

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [To be filled during execution]
• Execution_Date: [Date of test execution]
• Executed_By: [Tester name]
• Execution_Time: [Actual time taken]
• Defects_Found: [Bug IDs if any]
• Screenshots_Logs: [Evidence references]

Execution Analytics

• Execution_Frequency: Daily
• Maintenance_Effort: Medium
• Automation_Candidate: Yes

Test Relationships

• Blocking_Tests: SMART360_TC_001
• Blocked_Tests: None
• Parallel_Tests: None (affects metrics)
• Sequential_Tests: Performance tests

Additional Information

• Notes: Test both WebSocket and polling fallback
• Edge_Cases: Test with network interruptions
• Risk_Areas: Connection stability, data synchronization
• Security_Considerations: Ensure data updates are authenticated

---

Test Execution Matrix

Browser/Device Coverage Matrix

Test Case	Chrome 120+	Firefox 115+	Safari 17+	Edge Latest	Mobile
TC_001	Required	Required	Required	Required	Optional
TC_002	Required	Optional	Optional	Optional	No
TC_003	Required	Required	Optional	Optional	No
TC_004	Required	Optional	Optional	Optional	No
TC_005	Required	Optional	Required	Optional	No
TC_006	Required	Optional	Optional	Required	No
TC_007	Required	Required	Optional	Optional	No
TC_008	Required	No	No	No	No
TC_009	Baseline	Required	Required	Required	No
TC_010	Required	No	No	No	Required
TC_011	Required	Optional	Optional	Optional	No
TC_012	Required	Optional	Optional	Optional	No
TC_013	Required	Optional	Optional	Optional	No

---

Test Suite Definitions

Smoke Test Suite

Execution Frequency: Every build deployment Estimated Duration: 15 minutes

Test Cases Included:

• SMART360_TC_001: Dashboard Initial Load (P1)
• SMART360_TC_011: Role-Based Access Control (P1)

Regression Test Suite

Execution Frequency: Before each release Estimated Duration: 45 minutes

Test Cases Included:

• SMART360_TC_001: Dashboard Initial Load (P1)
• SMART360_TC_002: Organization Setup Progress (P1)
• SMART360_TC_003: Complete Setup Navigation (P2)
• SMART360_TC_004: Utility Setup Progress (P1)
• SMART360_TC_005: User Adoption Metrics (P2)
• SMART360_TC_006: Security Activity Monitoring (P1)
• SMART360_TC_007: Trial Plan Display (P2)
• SMART360_TC_011: Role-Based Access Control (P1)
• SMART360_TC_013: Real-time Updates (P2)

Full Test Suite

Execution Frequency: Weekly or major releases Estimated Duration: 90 minutes

Test Cases Included:

• All test cases (TC_001 through TC_013)
• Additional exploratory testing
• Cross-browser verification
• Performance validation

---

Dependency Map

Test Execution Dependencies

SMART360_TC_001 (Dashboard Load)

    ├── SMART360_TC_002 (Org Progress)

    │   └── SMART360_TC_003 (Complete Setup Nav)

    ├── SMART360_TC_004 (Utility Progress)

    │   └── SMART360_TC_005 (Continue Setup Nav)

    ├── SMART360_TC_005 (User Adoption)

    ├── SMART360_TC_006 (Security Activity)

    ├── SMART360_TC_007 (Trial Plan)

    ├── SMART360_TC_009 (Cross-Browser)

    │   └── SMART360_TC_010 (Responsive)

    ├── SMART360_TC_011 (RBAC)

    └── SMART360_TC_013 (Real-time Updates)

SMART360_TC_008 (Performance) - Requires all functional tests passed

SMART360_TC_012 (Zero State) - Independent, can run parallel

---

API Test Collection (Critical Operations >=7)

API Test Case 1: Dashboard Data Aggregation API

Test Case ID: SMART360_API_TC_001 Title: Verify dashboard data aggregation API performance and accuracy Criticality Score: 9/10 API Endpoint: GET /api/v1/admin/dashboard/aggregate

Request Structure:

json

{

  "headers": {

    "Authorization": "Bearer {token}",

    "Content-Type": "application/json"

  },

  "params": {

    "orgId": "12345",

    "includeMetrics": ["progress", "adoption", "security"]

  }

}

Expected Response:

json

{

  "status": "success",

  "data": {

    "organizationSetup": {

      "progress": 75,

      "completedTasks": ["currency", "dateFormat"],

      "pendingTasks": ["timezone", "userInvitations"]

    },

    "utilitySetup": {

      "progress": 50,

      "completedTasks": ["coreSettings", "serviceArea"],

      "pendingTasks": ["staffAccess", "calendar", "pricing", "ids"]

    },

    "userAdoption": {

      "dailyActiveUsers": 48,

      "weekGrowth": 15,

      "trend": [42, 63, 71, 48, 85, 39, 36]

    },

    "securityActivity": {

      "authorizedLogins": 162,

      "unauthorizedAttempts": 15,

      "dailyBreakdown": [...]

    }

  },

  "timestamp": "2024-01-15T10:30:00Z"

}

Test Validations:

• Response time < 500ms
• All progress calculations match weighted business rules
• Data freshness within 5 seconds
• Proper error handling for missing data

API Test Case 2: Real-time Dashboard Updates WebSocket

Test Case ID: SMART360_API_TC_002 Title: Verify WebSocket connection for real-time dashboard updates Criticality Score: 8/10 API Endpoint: WSS /api/v1/admin/dashboard/realtime

Connection Test:

javascript

const ws = new WebSocket('wss://api.smart360.com/v1/admin/dashboard/realtime');

ws.onopen = () => {

  ws.send(JSON.stringify({

    action: 'subscribe',

    token: 'Bearer {token}',

    channels: ['progress', 'users', 'security']

  }));

};

Expected Events:

json

{

  "event": "progress.update",

  "data": {

    "type": "organization",

    "progress": 100,

    "task": "timezone",

    "status": "completed"

  }

}

Test Validations:

• Connection establishment < 1 second
• Event delivery < 5 seconds
• Automatic reconnection on disconnect
• Proper authentication handling

API Test Case 3: Progress Calculation API

Test Case ID: SMART360_API_TC_003 Title: Verify weighted progress calculation accuracy Criticality Score: 9/10 API Endpoint: POST /api/v1/admin/progress/calculate

Request:

json

{

  "type": "organization",

  "completedTasks": ["currency", "dateFormat"],

  "weights": {

    "currency": 40,

    "dateFormat": 30,

    "timezone": 30

  }

}

Test Validations:

• Correct weighted calculation
• Handle edge cases (0%, 100%)
• Performance < 100ms
• Consistent rounding rules

---

Performance Benchmarks

Dashboard Load Performance Criteria

Metric	Target	Critical Threshold
Initial Page Load	< 3 seconds	< 5 seconds
Time to Interactive	< 2 seconds	< 3 seconds
First Contentful Paint	< 1 second	< 2 seconds
Largest Contentful Paint	< 2.5 seconds	< 4 seconds
API Response Time	< 500ms	< 1 second
WebSocket Connection	< 1 second	< 2 seconds
Real-time Update Delay	< 5 seconds	< 10 seconds

Concurrent User Performance

User Load	Page Load Time	API Response	Error Rate
1 user	< 2 seconds	< 300ms	0%
2 users/min	< 3 seconds	< 500ms	0%
10 concurrent	< 3 seconds	< 500ms	< 0.1%
20 concurrent	< 4 seconds	< 800ms	< 0.5%

---

Integration Test Map

External System Dependencies

• Authentication Service
• • Test Cases: TC_001, TC_011
  • Validation: Token generation, role verification
  • Fallback: Cache valid tokens for 5 minutes
• Organization Setup Service
• • Test Cases: TC_002, TC_003
  • Validation: Progress calculation, task status
  • Fallback: Display last known state
• Utility Setup Service
• • Test Cases: TC_004
  • Validation: Weighted progress, task completion
  • Fallback: Show cached progress
• Analytics Service
• • Test Cases: TC_005, TC_006
  • Validation: Metric aggregation, trend calculation
  • Fallback: Historical data display
• Subscription Service
• • Test Cases: TC_007
  • Validation: Plan details, feature access
  • Fallback: Default trial information

---

Validation Checklist

Coverage Verification

✓ Acceptance Criteria Coverage

• AC#1: Progress percentage display (TC_002, TC_004)
• AC#2: Visual task indicators (TC_002, TC_004)
• AC#3: Complete Setup button state (TC_003)
• AC#4: Continue Setup navigation (TC_004)
• AC#5: Daily active user display (TC_005)
• AC#6: Security activity breakdown (TC_006)
• AC#7: Login attempt totals (TC_006)
• AC#8: Subscription information (TC_007)
• AC#9: Role-based access (TC_011)
• AC#10: Real-time updates (TC_013)

✓ Business Rules Coverage

• Weighted progress calculation - Org (TC_002)
• Weighted progress calculation - Utility (TC_004)
• User activity definition (TC_005)
• All weight percentages tested

✓ Cross-Platform Testing

• Chrome 120+ (All applicable tests)
• Firefox 115+ (TC_001, TC_003, TC_007, TC_009)
• Safari 17+ (TC_001, TC_005, TC_009)
• Edge Latest (TC_001, TC_006, TC_009)
• Responsive design (TC_010)

✓ Test Type Distribution

• Functional: 10 test cases
• Performance: 1 test case
• Security: 2 test cases
• Compatibility: 2 test cases
• API: 3 test cases

✓ Priority Distribution

• P1-Critical: 6 test cases
• P2-High: 5 test cases
• P3-Medium: 2 test cases
• P4-Low: 0 test cases

✓ Edge Cases

• Zero data state (TC_012)
• Progress boundary conditions (TC_002, TC_004)
• Network interruptions (TC_013)
• Permission boundaries (TC_011)
• Performance limits (TC_008)

✓ Integration Points

• Organization Setup navigation
• Utility Setup navigation
• Real-time data updates
• Authentication service
• Analytics service

✓ Security Considerations

• RBAC implementation (TC_011)
• Session management (TC_001)
• Security monitoring (TC_006)
• Data sensitivity handling

✓ Performance Metrics

• Page load benchmarks defined
• API response criteria set
• Concurrent user limits tested
• Real-time update thresholds

✓ Realistic Test Data

• Utility company names (City Power, Metro Water, etc.)
• Valid email formats
• Appropriate date/time values
• Meaningful metrics and percentages

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Summary

This comprehensive test suite provides:

1. 13 Detailed Test Cases covering all dashboard functionality
2. 3 API Test Cases for critical backend operations
3. Complete Test Scenarios for functional, non-functional, and edge cases
4. Full Traceability to requirements and business rules
5. Execution Guidelines with clear suite definitions
6. Performance Benchmarks for all critical operations
7. Integration Test Coverage for external dependencies
8. Support for all 17 BrowserStack reports through comprehensive tagging