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System Admin Dashboard (ONB01US01)

Overall Coverage Summary

 Total Coverage: 100% (25/2535/35 Acceptance Criteria Covered)

  • Total Test Cases: 1718 (15 Functional + 23 Non-Functional)
  • Total Acceptance Criteria: 2535 (Based on user story requirements)
  • Coverage Percentage: (25/25)35/35) × 100 = 100%


Test Scenario Analysis

A. Functional Test Scenarios

Core Functionality Scenarios:Scenarios

  1. Dashboard Overview Display

    • System Admin Dashboard landing page rendering
    • Navigation menu functionality (Dashboard, Organization Setup, Utility Setup, Data Upload, Integration Hub)
    • Welcome message and system performance overview display
  3. Organization Setup Management

    • Progress Trackingtracking and calculation (75% completion)
    •  - Visual progress indicators, weightedTask completion calculationstatus visualization (checkmarks, pending indicators)
    • Complete Setup workflow navigation
    • User invitation management (2 pending)
    • Permission configuration
  5. Utility Setup Progress Management

    • Progress -tracking Step-by-stepand setupcalculation guidance,(50% completion)
    • Weighted task completion trackingbased on business rules
    • Continue Setup workflow navigation
    • Core system settings configuration
    • Service area and billing parameter setup
  7. User Adoption Metrics VisualizationMonitoring

    •  - Daily active users,user count display (48 users)
    • Weekly growth trends,percentage engagementcalculation tracking(+15%)
    • User activity trend visualization (Monday-Sunday)
    • Real-time metrics updating
  9. Security Activity Monitoring

    •  - Login attempt tracking,visualization authorized/and tracking
    • Authorized vs unauthorized sessionattempt managementcategorization (162 vs 15)
    • Daily security activity breakdown
    • Security incident identification and response
  11. Data Upload Process ManagementFunctionality

    • Smart -Recognition Filefor upload,file validation,structure smartdetection
    • Data recognitionMapping between file fields and system fields
    • Smart Validation for errors, duplicates, and integrity
    • Multiple file format support (CSV, Excel, XML)
    • Drag and drop functionality
  13. Trial Plan Subscription Management

    • Trial -plan Plandetails details,display (Free tier, 2 users, 30-day limit)
    • Feature access visualization (CX, MX, BX modules)
    • Subscription upgrade pathways,pathways
    • Usage usagelimitation limitstracking

Business Rules Validation Scenarios:Scenarios

  1. Weighted Progress Calculation - Organization setup:Setup

    • Currency Currencysetting (40%), weight) completion validation
    • Date Formatformat configuration (30%), weight) impact testing
    • Timezone setting (30%) weight) progress calculation
  3. Weighted Progress Calculation - Utility Setup Weighting

    •  - Core System Settings (25%), weight) completion impact
    • Service Area (20%), Pricing/Billingconfiguration (20%), weight) progress tracking
    • Pricing and Billing setup (20% weight) completion validation
    • Staff and Access Control (15%), weight) progress calculation
    • Calendar and Scheduling (10%), IDs/weight) completion tracking
    • IDs and Reference Numbers (10%) weight) setup validation
  5. User Activity Definition

    •  - Daily active user =calculation loggedbased inon userlogin activity
    • TrialUser Plansession Limitationstracking -and 2metrics concurrent users, 30-day expiration, 5GB storageaggregation

User Journey Scenarios:Scenarios

  1. NewComplete SystemOrganization AdminSetup OnboardingJourney
    •  - First-timeInitial dashboard view → Organization Setup section → Task completion → Progress update → Final confirmation
  3. Utility Configuration Journey
    • Dashboard access through→ Utility Setup navigation → Task prioritization → Configuration completion → Progress validation
  5. Security Monitoring Journey
    • Dashboard access → Security Activity review → Incident investigation → Response action initiation
  7. Data Integration Journey
    • Data Upload access → File selection → Smart processing → Validation → Integration completion
    • Ongoing Setup Management - Returning admin completing partial setups
    • Monitoring and Maintenance - Regular security and adoption monitoring
    • Subscription Management - Plan evaluation and upgrade decisions

B. Non-Functional Test Scenarios

Performance Scenarios:Scenarios

  1. Dashboard Load Performance

    • DashboardInitial page load time <under 3 seconds
    • Real-time metrics refresh < 500msperformance
    • Chart and graph rendering optimization
    • Concurrent adminuser dashboard access (up to 50 users)
  3. LargeData dataProcessing Performance

    • File upload processing (100MB+times
    • Progress files)calculation response times
    • Security activity data aggregation performance
    • User adoption metrics compilation speed

Security Scenarios:Scenarios

  1. Authentication and Authorization

    • Role-System Admin role-based access control validation
    • Session management and timeoutstimeout handling
    • Multi-factor authentication integration
    • Password policy enforcement
  3. Data Protection

    • PII/sensitive data handling in dashboard metrics
    • Encryption validation for data transmission
    • Audit trail generation for admin actionsactivities
    • DataCompliance encryptionvalidation verification(SOC2, utility regulations)

Compatibility Scenarios:Scenarios

  1. Browser Compatibility

    • Chrome Latest onversion Windows 10/11, macOS 12+functionality
    • Desktop resolution 1920x1080+
    • Mobile responsiveResponsive design validation
    • JavaScript compatibility testing
  3. Cross-Platform Testing

    • Desktop browser optimization
    • Mobile responsiveness for dashboard access

Usability Scenarios

  1. User Experience Validation
    • Intuitive navigation flow testing
    • Visual indicator clarity and effectiveness
    • Error message comprehension and actionability
    • Setup guidance effectiveness

C. Edge Case & Error Scenarios

  1. Boundary Conditions

    1. Progress Calculation Boundaries

      • 0% -completion Maximumstate userhandling
      • 100% limits,completion filestate sizevalidation
      • Partial limits,task concurrentcompletion sessionsedge cases
      • Progress rollback scenarios
    3. User Adoption Limits

      • Trial plan user limit enforcement (2 users maximum)
      • Subscription tier boundary testing
      • Usage cap validation

    Invalid InputsInput Scenarios

    1. Malformed Data Handling
      • Invalid -file Malformedformat upload attempts
      • Corrupted data uploads,file invalid configuration valuesprocessing
      • Injection attack prevention testing
      • Unauthorized access attempt handling

    System FailuresFailure Scenarios

    1. Service Unavailability
      • External - Network interruptions,integration service unavailabilityfailures
      • Database connectivity issues
      • Network timeout handling
      • Graceful degradation testing



    Data Inconsistencies - Partial setup completions, corrupted progress states

Detailed Test Cases

Test Case 1: OrganizationDashboard SetupLanding ProgressPage CalculationLoad and Display

Test Case ID:Metadata

  • Test Case ID: ONB05US01_TC_001SYSADMIN_TC_001
  • Title:Title: Verify OrganizationSystem SetupAdmin ProgressDashboard Calculationlanding page loads with Weightedall Taskscomponents
  • Created By:By: QATest TeamAutomation
  • Created Date:Date: June 04, 20252025-06-09
  • Version:Version: 1.0

Classification

Classification

  • Module/Feature:Feature: OrganizationDashboard SetupOverview
  • Test Type:Type: FunctionalFunctional/UI
  • Test Level:Level: System
  • Priority:Priority: P1-Critical
  • Execution Phase:Phase: Smoke
  • Automation Status:Status: ManualAutomated

Enhanced Tags

Tags: for 17 Reports Support MOD-Onboarding, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-End-to-End,
Additional Tags: Onboarding-Services, Database, HappyPath

Business Context

  • Customer_Segment:Tags 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: Onboarding
  • 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

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]

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: System Admin Dashbaord
  • Test Type: Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Smoke
  • Automation Status: Manual

Enhanced Tags

Tags:: MOD-Onboarding, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Product, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High.
Additional Tags: 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: High
  • Expected_Execution_Time: 6 minutes
  • Reproducibility_Score: High
  • Data_Sensitivity: Medium
  • Failure_Impact: Critical

Coverage Tracking

  • Feature_Coverage: 100% of utility setup weighted calculation logic
  • Integration_Points: Utility setup service, progress calculation engine
  • Code_Module_Mapped: Onboarding
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

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%

Test Results

  • 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]

Test Case 3: Complete Setup Button State Management

Test Case ID: ONB05US01_TC_003
Title: Verify Complete Setup Button Enablement Logic and Navigation
Created By: QA Team
Created Date: June 04, 2025
Version: 1.0

Classification

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

Enhanced Tags

Tags: MOD-Onboarding, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High.High, Integration-End-to-End, UI-Validation

Additional Tags: Onboarding-Services, Database, HappyPath

Business Context

  • Customer_Segment:Customer Segment: All
  • Revenue_Impact:Revenue Impact: High
  • Business_Priority:Business Priority: Must-Have
  • Customer_Journey:Customer Journey: Onboarding
  • Compliance_Required:Compliance Required: Yes
  • SLA_Related:SLA Related: Yes

Quality Metrics

  • Risk_Level:Risk Level: High
  • Complexity_Level:Complexity Level: Medium
  • Expected_Execution_Time:Expected Execution Time: 42 minutes
  • Reproducibility_Score:Reproducibility Score: High
  • Data_Sensitivity:Data Sensitivity: Medium
  • Failure_Impact:Failure Impact: Critical

Requirements

Coverage Traceability

Tracking

  • Related_Requirements:Feature Coverage: Acceptance100% Criteriaof 3dashboard display
  • Related_Bugs:Integration Points: Authentication service, metrics API
  • Code Module Mapped: dashboard.component, auth.service
  • 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

Test Environment

  • Environment:Environment: Staging
  • Browser/Version:Version: Chrome Latest
  • Device/OS:OS: Windows 10/11, macOS 12+11
  • Dependencies:Screen Resolution: OrganizationDesktop-1920x1080
  • Dependencies: setupAuthentication database,service, navigationDatabase, serviceMetrics API
  • Performance Baseline: Page load < 3 seconds
  • Data Requirements: Valid System Admin credentials, sample organization data

Prerequisites

  • User_Roles_Permissions:Setup Requirements: SMART360 system deployed and accessible
  • User Roles Permissions: System Admin role assigned
  • Test_Data:Test Data: OrganizationValid ID:System ORG_TEST_002Admin account (admin@utilitytest.com / SecurePass123!)
  • Prior_Test_Cases:Prior Test Cases: LoginAuthentication functionalitysystem verifiedvalidation

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Organization Setup with 70% completionAction

ButtonExpected shows "Complete Setup" but is DISABLED/grayed outResult

Progress:Test 70% (Currency + Date Format complete)Data

Button state validationComments

21

AttemptNavigate to clickSMART360 disabledlogin Complete Setup buttonpage

ButtonLogin doespage notdisplays respond, no navigation occurscorrectly

N/AURL: https://smart360.test.com/login

DisabledVerify stateSSL behaviorcertificate

32

CompleteEnter finalSystem taskAdmin (Timezone) to reach 100%credentials

ButtonCredential becomesfields ENABLEDaccept and clickableinput

Timezone:Username: America/New_Yorkadmin@utilitytest.com, Password: SecurePass123!

EnablementCheck triggerpassword masking

43

Click enabled Complete SetupLogin button

NavigatesAuthentication successful, redirect to organization setup detailed pagedashboard

Target: /organization-setupN/A

NavigationMonitor verificationresponse time

54

Verify navigationpage URLtitle and page loadheader

Organization"System setupAdmin pageDashboard" loadstitle successfullyvisible with welcome message

URLExpected: contains:"Welcome /organization-setupback! Here's an overview of your system performance and user adoption."

PageCheck routingfor proper greeting

65

ReturnValidate toleft dashboardnavigation and verify button statemenu

ButtonAll nowmenu showsitems differentvisible stateand (e.g., "View Setup" or disabled)accessible

N/AExpected items: Dashboard, Organization Setup, Utility Setup, Data Upload, Integration Hub

Post-Verify active state highlighting

6

Check Organization Setup section

Progress bar shows 75%, task list with completion stateindicators

Progress: 75%, Completed: Organization details, Address information; Pending: User invitations (2 pending), Configure permissions

Validate visual indicators

7

Check Utility Setup section

Progress bar shows 50%, mixed task completion status

Progress: 50%, Mixed completion status for utility configuration tasks

Verify weighted calculation

8

Validate User Adoption section

Current user count (48), growth percentage (+15%), trend graph

Today's Users: 48, Week Growth: +15%, Graph: Monday-Sunday activity

Check real-time data

9

Verify Security Activity section

Login attempts chart with authorized/unauthorized breakdown

Authorized: 162 logins, Unauthorized: 15 attempts, Daily breakdown chart

Validate color coding

10

Check Data Upload section

Smart processing features and navigation button

Features: Smart Recognition, Data Mapping, Smart Validation, Button: "Go to Data Upload"

Verify button functionality

11

Validate Trial Plan section

Free subscription details and upgrade option

Subscription: Free, Users: Up to 5 included, Features: CX, MX, BX, Button: "Update Subscription"

Check feature limitations

12

Test responsive behavior

Dashboard adapts to different screen sizes

Screen resolutions: 1920x1080, 1366x768, 1024x768

Verify layout integrity

Verification Points

  • Primary_Verification:Primary Verification: ButtonAll enablement6 changesdashboard preciselysections atload 100%with completioncorrect data and visual indicators
  • Secondary_Verifications:Secondary Verifications: Navigation works correctly,functionality, button statesstates, areprogress visuallycalculations, distinctmetric displays
  • Negative_Verification:Negative Verification: ButtonNo cannoterror bemessages, activatedbroken whenlinks, setupor ismissing incompletedata elements

Test Results Template

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual Results: [Record actual behavior observed]
  • Execution Date: [Date of test execution]
  • Executed By: [Tester name]
  • Execution Time: [Actual duration]
  • Defects Found: [Bug IDs if issues discovered]
  • Screenshots/Logs: [Evidence attachments]

Execution Analytics

  • Execution Frequency: Daily
  • Maintenance Effort: Low
  • Automation Candidate: Yes

Test Relationships

  • Blocking Tests: Authentication validation
  • Blocked Tests: All module-specific tests
  • Parallel Tests: Performance monitoring tests
  • Sequential Tests: Navigation flow tests

Additional Information

  • Notes: Critical foundational test for System Admin functionality
  • Edge Cases: Network interruption during load, slow API response handling
  • Risk Areas: Authentication failure, data loading timeout, progress calculation errors
  • Security Considerations: Session management, role validation, data exposure prevention



Test Case 4:2: ContinueOrganization Setup ButtonProgress NavigationCalculation Logicwith Weighted Tasks

Test Case ID:Metadata

  • Test Case ID: ONB05US01_TC_004SYSADMIN_TC_002
  • Title:Title: Verify ContinueOrganization Setup Buttonprogress Navigationcalculation tobased Nexton Incompleteweighted Tasktask completion
  • Created By:By: QATest TeamAutomation
  • Created Date:Date: June 04, 20252025-06-09
  • Version:Version: 1.0

Classification

Classification

  • Module/Feature:Feature: SystemOrganization Admin DashboardSetup
  • Test Type:Type: Functional
  • Test Level:Level: System
  • Priority:Priority: P1-Critical
  • Execution Phase:Phase: SmokeRegression
  • Automation Status:Status: ManualAutomated

Enhanced Tags

 for 17 Reports Support

  • Tags:Tags: MOD-Onboarding,Organization, P1-Critical, Phase-Smoke,Regression, Type-Functional, Platform-Web, Report-Engineering,Product, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High.High, Integration-Internal, Progress-Calculation

Additional Tags: Onboarding-Services, Database, HappyPath

Business Context

  • Customer_Segment:Customer Segment: All
  • Revenue_Impact:Revenue Impact: High
  • Business_Priority:Business Priority: Must-Have
  • Customer_Journey:Customer Journey: Onboarding
  • Compliance_Required:Compliance Required: Yes
  • SLA_Related:SLA Related: Yes

Quality Metrics

  • Risk_Level:Risk Level: High
  • Complexity_Level:Complexity Level: MediumHigh
  • Expected_Execution_Time:Expected Execution Time: 5 minutes
  • Reproducibility_Score:Reproducibility Score: High
  • Data_Sensitivity:Data Sensitivity: Medium
  • Failure_Impact:Failure Impact: Critical

Coverage

Test Tracking

Environment

  • Feature_Coverage:Environment 100% of continue setup navigation logic
  • Integration_Points: Utility setup service, navigation routing
  • Code_Module_Mapped: Onboarding
  • 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

Test Environment

  • Environment:: Staging
  • Browser/Version:Version: Chrome Latest
  • Device/OS:OS: Windows 10/11
  • Dependencies:Screen Resolution: UtilityDesktop-1920x1080
  • Dependencies: Organization service, Progress calculation engine
  • Performance Baseline: Progress update < 2 seconds
  • Data Requirements: Organization with partial setup service, navigation routingcompletion

Prerequisites

  • User_Roles_Permissions:Setup Requirements: System Admin rolelogged in, organization created
  • Test_Data:User Roles Permissions: UtilitySystem ID:Admin UTIL_TEST_002with organization setup access
  • Prior_Test_Cases:Test Data: Organization setupID: completedORG_TEST_001, partial configuration state
  • Prior Test Cases: SYSADMIN_TC_001 (Dashboard load)

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Access UtilityOrganization Setup section

Section displays with current progress

Expected: 75% completion shown

Baseline state verification

2

Verify Currency setting status

Currency marked as completed (40% weight)

Status: Completed (✓), Weight contribution: 40%

Highest weighted task

3

Check Date Format configuration

Date format marked as completed (30% weight)

Status: Completed (✓), Weight contribution: 30%

Second highest weight

4

Validate Timezone setting

Timezone marked as completed (30% weight)

Status: Completed (✓), Weight contribution: 30%

Equal weight with date format

5

Review User Invitations status

User invitations showing pending (weighted separately)

Status: Pending (○), Count: 2 pending invitations

Not part of core 100% calculation

6

Check Configure Permissions status

Configure permissions showing pending

Status: Pending (○)

Additional setup task

7

Calculate expected progress

Manual calculation should match displayed progress

Calculation: (40% + 30% + 30%) = 100% of core setup = 75% overall

Verify business rule implementation

8

Modify Currency setting

Change currency from USD to EUR

Test Data: Currency = EUR

Test progress recalculation

9

Verify progress remains accurate

Progress calculation updates correctly

Expected: Still 75% (no change in completion status)

Real-time calculation

10

Complete User Invitations

Add 2 user invitations

Email 1: user1@utilitytest.com, Email 2: user2@utilitytest.com

Test pending task completion

11

Check progress update

Progress should increase after invitation completion

Expected: Progress increases based on invitation weight

Dynamic progress tracking

12

Complete Configure Permissions

Set up role-based permissions

Permissions: Admin, User, Viewer roles configured

Final setup task

13

Validate 100% completion

Progress bar shows complete when all tasks finished

Expected: 100% completion, "Complete Setup" button enabled

Full completion state

14

Test Complete Setup navigation

Click "Complete Setup" button

Navigation: Redirects to organization setup page (Org setup link)

Workflow completion

Verification Points

  • Primary Verification: Progress calculation accurately reflects weighted task completion (75% with core tasks done)
  • Secondary Verifications: Real-time progress updates, button state changes, visual indicator accuracy
  • Negative Verification: Progress doesn't exceed 100%, no calculation errors with partial completion (60%)

    Continue Setup button is visible and enabled

    Progress: Core System + Service Area complete

    Initial state

    2

    Click Continue Setup button

    Navigates directly to next incomplete task (Pricing and Billing)

    Target: Pricing and Billing section

    Smart navigation

    3

    Complete Pricing and Billing task

    Task marked complete, progress updates

    Rate: $0.15/kWh, Base: $20/month

    Task completion

    4

    Return to dashboard and click Continue Setup again

    Navigates to next remaining incomplete task (Staff and Access Control)

    Target: Staff and Access Control section

    Dynamic navigation

    5

    Complete all but one task (IDs and Reference Numbers pending)

    Continue Setup directs to final remaining task

    Progress: 90% complete

    Final task targeting

    6

    Complete final task to reach 100%

    Button changes state or becomes disabled

    Utility ID: GA-POWER-002

    Completion behavior

    7

    Verify button behavior at 100% completion

    Button shows "Setup Complete" or similar state

    N/A

    Final state verification

    Verification Points

    • Primary_Verification: Button always navigates to next logically incomplete task
    • Secondary_Verifications: Navigation is accurate, button adapts to completion state
    • Negative_Verification: Button doesn't navigate to already completed tasks

    Test Results

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



    Test Case 5: User Adoption Metrics Real-time Display

    Test Case ID: ONB05US01_TC_005
    Title: Validate3: User Adoption Metrics Display and Real-timeCalculation

    Test UpdatesCase Metadata

    • Test Case ID: SYSADMIN_TC_003
    • Title: Verify User Adoption section displays accurate daily active users and growth metrics
    • Created By:By: QATest TeamAutomation
    • Created Date:Date: June 04, 20252025-06-09
    • Version:Version: 1.0

    Classification

    Classification

    • Module/Feature:Feature: SystemUser AdminAdoption DashboardMonitoring
    • Test Type:Type: Functional
    • Test Level:Level: System
    • Priority:Priority: P2-High
    • Execution Phase:Phase: Regression
    • Automation Status:Status: ManualPlanned-for-Automation

    Enhanced Tags

     for 17 Reports Support

    • Tags:Tags: MOD-Onboarding,Analytics, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-CSM, Customer-All, Risk-Medium, Business-High.High, Revenue-Impact-Medium, Integration-Internal, Metrics-Tracking
       

    AdditionalTest Tags:Procedure Onboarding-Services,(Key Database, HappyPathsteps)

    Business Context

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

    Quality Metrics

    • Risk_Level: Medium
    • Complexity_Level: Medium
    • Expected_Execution_Time: 8 minutes
    • Reproducibility_Score: High
    • Data_Sensitivity: Low
    • Failure_Impact: Medium

    Coverage Tracking

    • Feature_Coverage: 100% of user adoption metrics display
    • Integration_Points: Metrics collection service, real-time update engine
    • Code_Module_Mapped: Onboarding
    • Requirement_Coverage: Complete
    • Cross_Platform_Support: Web

    Stakeholder Reporting

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

    Requirements Traceability

    Test Environment

    • Environment: Staging
    • Browser/Version: Chrome Latest
    • Device/OS: Windows 10/11, macOS 12+
    • Screen_Resolution: Desktop-1920x1080
    • Dependencies: Metrics collection service, real-time update service
    • Performance_Baseline: <500ms for metrics refresh
    • Data_Requirements: Active user data for 7-day period

    Prerequisites

    • Setup_Requirements: System Admin account with metrics access
    • User_Roles_Permissions: System Admin role
    • Test_Data: Active user metrics, growth data
    • Prior_Test_Cases: Login functionality verified

    Test Procedure

    Step #

    Action

    Expected Result

    Test Data

    Comments

    1

    Access User Adoption sectionAction

    SectionExpected displays with current metricsResult

    N/ATest Data

    Real-time dataComments

    21

    Verify Today's Users countdisplay

    Shows exactcurrent count:count eg.of 48 active users

    Active users:Expected: 48 displayed prominently

    FromBased wireframeon login activity definition

    32

    VerifyCheck Week Growth percentage

    Displays +15% growth indicator

    Growth:Expected: +15% with upward trend arrow

    Week-over-week calculation

    43

    Validate daily activity charttrend graph

    ChartGraph shows Mon-Sun user activity pattern

    ActivityExpected: data: 7 days

    Visual representation

    5

    Verify weekend activity drop

    Lower activity on Sat/SunSun, visiblepeak in chartmid-week

    Weekend:Visual Lowertrend bars

    Business patternrepresentation

    64

    Test chartreal-time interactivityupdates

    Hover shows daily values

    Daily values displayed

    User interaction

    7

    Verify refresh interval indicator

    Clear indicator shows refresh timing (e.g., "Updates every 5 minutes")

    Refresh interval: 5 min

    Acceptance Criteria 10

    8

    Monitor automatic refresh behavior

    All metrics update simultaneously at specified interval

    Live data refresh

    Real-time validation

    9

    Test manual refresh functionality

    Manual refresh button updates all dashboard sections

    Force refresh

    User control

    10

    Simulate user login during monitoring

    Metrics update whenwith new user logs in within refresh cyclelogins

    SimulatedTest Data: Simulate new user login

    Real-time update

    11

    Verifycapability consistent refresh timing

    Refresh occurs at consistent intervals across all sections

    Timing consistency

    System reliabilityvalidation

    Verification Points



    • Primary_Verification: Real-time metrics display accurately and update consistently

    • Secondary_Verifications: Chart interactivity works, refresh intervals are consistent
    • Negative_Verification: Metrics don't show stale data or inconsistent refresh timing

    Test Results (Template)

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

    Test Case 6:4: Security Activity Monitoring Dashboardand Incident Detection

    Test Case ID:Metadata

    • Test Case ID: ONB05US01_TC_006SYSADMIN_TC_004
    • Title:Title: Verify Security Activity Trackingsection displays login attempts and Unauthorizedidentifies Attemptunauthorized Detectionaccess
    • Created By:By: QATest TeamAutomation
    • Created Date:Date: June 04, 20252025-06-09
    • Version:Version: 1.0

    Classification

    Classification

    • Module/Feature:Feature: SystemSecurity AdminActivity DashboardMonitoring
    • Test Type:Type: SecuritySecurity/Functional
    • Test Level:Level: System
    • Priority:Priority: P1-Critical
    • Execution Phase:Phase: Smoke
    • Automation Status:Status: ManualAutomated

    Enhanced Tags

     for 17 Reports Support

    • Tags:Tags: MOD-Onboarding,Security, P1-Critical, Phase-Smoke, Type-Security, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical.Critical, Revenue-Impact-High, Integration-Security, Incident-Detection

    AdditionalTest Tags:Procedure Onboarding-Services,(Key Database, HappyPathsteps)

    Business Context

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

    Quality Metrics

    • Risk_Level: High
    • Complexity_Level: High
    • Expected_Execution_Time: 7 minutes
    • Reproducibility_Score: High
    • Data_Sensitivity: High
    • Failure_Impact: Critical

    Coverage Tracking

    • Feature_Coverage: 100% of security activity monitoring
    • Integration_Points: Authentication service, audit logging system
    • Code_Module_Mapped: Auth-Services
    • Requirement_Coverage: Complete
    • Cross_Platform_Support: Web

    Stakeholder Reporting

    • Primary_Stakeholder: Engineering
    • Report_Categories: Security-Dashboard, Compliance-Reporting
    • Trend_Tracking: Yes
    • Executive_Visibility: Yes
    • Customer_Impact_Level: High

    Requirements Traceability

    Test Environment

    • Environment: Staging
    • Browser/Version: Chrome Latest
    • Device/OS: Windows 10/11, macOS 12+
    • Screen_Resolution: Desktop-1920x1080
    • Dependencies: Authentication service, audit logging system
    • Performance_Baseline: <1 second for security data retrieval
    • Data_Requirements: Security activity logs for 7-day period

    Prerequisites

    • Setup_Requirements: System Admin account with security monitoring permissions
    • User_Roles_Permissions: System Admin role
    • Test_Data: Login attempt logs, IP address data
    • Prior_Test_Cases: Login functionality verified

    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 sectionAction

    DisplaysExpected login attempts breakdownResult

    N/ATest Data

    Dashboard viewComments

    21

    Verify Authorized loginsLogins count

    Shows 162 totalsuccessful authorizedlogin loginsattempts

    Authorized:Expected: 162 logins with green indicator

    FromSuccess wireframemetric tracking

    32

    VerifyCheck Unauthorized attemptsAttempts

    ShowsDisplays 15 unauthorized attempts inwith redalert

    Unauthorized:Expected: 15 attempts with red indicator

    Security concern highlighting

    43

    Validate daily breakdown chart

    Shows login attempts by day with color coding

    Expected: Green bars for authorized, red for unauthorized

    7-day period

    Visual security status

    54

    Test unauthorized attempt investigation

    Click on unauthorized attempts for details

    DrillsAction: downClick toon detailed"15 attemptattempts" informationlink

    Attempt details

    InvestigationDeep-dive capability

    65

    Verify attemptsecurity timestampsalert thresholds

    Shows exact time and IP for each attempt

    IP logs available

    Audit trail

    7

    Test alert threshold

    System highlights days with >5high unauthorized attempts

    Threshold:Expected: 5Visual attemptsalerts for concerning patterns

    Proactive security monitoring

    Verification Points



    • Primary_Verification: Security metrics display accurately with proper color coding

    • Secondary_Verifications: Drill-down functionality works, timestamps are accurate
    • Negative_Verification: Unauthorized attempts are properly flagged and highlighted

    Test Results

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

    Test Case 7:5: Data Upload Smart RecognitionProcessing ProcessWorkflow

    Test Case ID:Metadata

    • Test Case ID: ONB05US01_TC_007SYSADMIN_TC_005
    • Title:Title: ValidateVerify Data Upload Smartsection Recognitionsmart processing features and Validationfile Processhandling
    • Created By:By: QATest TeamAutomation
    • Created Date:Date: June 04, 20252025-06-09
    • Version:Version: 1.0

    Classification

    Classification

    • Module/Feature:Feature: SystemData Admin DashboardUpload
    • Test Type:Type: Functional/Integration
    • Test Level:Level: System
    • Priority:Priority: P2-High
    • Execution Phase:Phase: Regression
    • Automation Status:Status: Manual

    Enhanced Tags

     for 17 Reports Support

    • Tags:Tags: MOD-Onboarding,DataUpload, P2-High, Phase-Regression, Type-Integration, Platform-Web, Report-Engineering,Product, Customer-All, Risk-Medium, Business-High.
      AdditionalHigh, Tags:Revenue-Impact-Medium, Onboarding-Services, Database, HappyPath

      Business Context

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

      Quality Metrics

      • Risk_Level: Medium
      • Complexity_Level: High
      • Expected_Execution_Time: 10 minutes
      • Reproducibility_Score: Medium
      • Data_Sensitivity: High
      • Failure_Impact: Medium

      Coverage Tracking

      • Feature_Coverage: 100% of data upload and smart recognition
      • Integration_Points: File processing service, data validation engine
      • Code_Module_Mapped: MX-Services
      • Requirement_Coverage: Complete
      • Cross_Platform_Support: Web

      Stakeholder Reporting

      • Primary_Stakeholder: Engineering
      • Report_Categories: Data-Management,Integration-External, File-Processing

      Trend_Tracking:Test Procedure No(Key steps)

    • Executive_Visibility: No
    • Customer_Impact_Level: Medium

    Requirements Traceability

    Test Environment

    • Environment: Staging
    • Browser/Version: Chrome Latest
    • Device/OS: Windows 10/11, macOS 12+
    • Screen_Resolution: Desktop-1920x1080
    • Dependencies: File processing service, data validation engine
    • Performance_Baseline: <30 seconds for file processing (2MB files)
    • Data_Requirements: Sample CSV, Excel, and XML files

    Prerequisites

    • Setup_Requirements: System Admin account with data upload permissions
    • User_Roles_Permissions: System Admin role
    • Test_Data: customers.csv (500 records), large_dataset.xlsx (2MB)
    • Prior_Test_Cases: Login functionality verified

    Test Procedure

    Step #

    Action

    Expected Result

    Test Data

    Comments

    1

    ClickVerify Smart Recognition display

    Shows Smart Recognition feature with icon

    Expected: Blue document icon with checkmark

    AI-powered file analysis

    2

    Check Data Mapping feature

    Data Mapping section visible with purple icon

    Expected: Purple mapping icon with description

    Field mapping capability

    3

    Validate Smart Validation

    Smart Validation shown with green checkmark

    Expected: Green validation icon indicating success

    Quality assurance feature

    4

    Test "Go to Data Upload" button

    NavigatesButton navigates to data upload page

    N/AAction: Click button, Expected: Redirect to upload interface

    Navigation testfunctionality

    25

    Upload CSVVerify file withformat customer datasupport

    SmartSystem Recognitionaccepts detectsCSV, fileExcel, structureXML files

    customers.csvTest (500Files: records)sample.csv, data.xlsx, config.xml

    FileMulti-format processingcompatibility

    36

    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

    FileFiles uploadscan be uploaded via drag and drop

    large_dataset.xlsxAction: (2MB)Drag test file to upload area

    UserEnhanced user experience

    67

    VerifyValidate file formatstructure supportdetection

    AcceptsSystem CSV,automatically Excel,detects XMLfile formatsstructure

    MultipleTest fileData: typesCSV with headers, Excel with multiple sheets

    FormatSmart validationRecognition capability

    78

    TestCheck integrationfield withmapping existing recordsinterface

    ProcessedSystem datamatches mergesfile correctlyfields to system fields

    IntegrationExpected: completeMapping suggestions based on field names

    Intelligent field matching

    9

    Test validation feedback

    System provides real-time validation feedback

    Expected: Immediate error/success messages

    User guidance system

    10

    Verify template saving

    Users can save mapping templates for reuse

    Action: Save current mapping as "Utility Data consistencyTemplate"

    Efficiency improvement

    Verification Points



    • Primary_Verification: Smart recognition accurately identifies file structure and suggests mappings

    • Secondary_Verifications: File format support works, drag-and-drop functionality operates correctly
    • Negative_Verification: Invalid file formats are rejected with appropriate error messages

    Test Results

    • Status: [Pass/Fail/Blocked/Not-Tested]
    • Actual_Results: [Record file processing results and mapping accuracy]
    • Execution_Date: [Test execution date]
    • Executed_By: [Tester name]
    • Execution_Time: [Actual time taken]
    • Defects_Found: [Any bugs discovered]
    • Screenshots_Logs: [Evidence attachments]

    Test Case 8:6: Trial Plan Subscription Management and Limitations

    Test Case ID:Metadata

    • Test Case ID: ONB05US01_TC_008SYSADMIN_TC_006
    • Title:Title: Verify Trial Plan Limitationssubscription details, limitations, and Upgradeupgrade Pathwaypathways
    • Created By:By: QATest TeamAutomation
    • Created Date:Date: June 04, 20252025-06-09
    • Version:Version: 1.0

    Classification

    Classification

    • Module/Feature:Feature: SystemSubscription Admin DashboardManagement
    • Test Type:Type: Functional/Business Logic
    • Test Level:Level: System
    • Priority:Priority: P1-CriticalP2-High
    • Execution Phase:Phase: Acceptance
    • Automation Status:Status: Manual

    Enhanced Tags

     for 17 Reports Support

    • Tags:Tags: MOD-Onboarding,Subscription, P1-Critical,P2-High, Phase-Acceptance, Type-BusinessLogic,Business, Platform-Web, Report-Product,CSM, Customer-All, Risk-Medium, Business-High, Business-Critical.Revenue-Impact-High, Integration-Billing, Trial-Management

    AdditionalTest Tags:Procedure Onboarding-Services,(Key Database, HappyPathsteps)

    Business Context

    • Customer_Segment: All
    • Revenue_Impact: High
    • Business_Priority: Must-Have
    • Customer_Journey: Subscription Management
    • Compliance_Required: No
    • SLA_Related: Yes

    Quality Metrics

    • Risk_Level: High
    • Complexity_Level: Medium
    • Expected_Execution_Time: 6 minutes
    • Reproducibility_Score: High
    • Data_Sensitivity: Low
    • Failure_Impact: Critical

    Coverage Tracking

    • Feature_Coverage: 100% of trial plan limitations and upgrade pathway
    • Integration_Points: Subscription management API, user management system
    • Code_Module_Mapped: BX-Services
    • Requirement_Coverage: Complete
    • Cross_Platform_Support: Web

    Stakeholder Reporting

    • Primary_Stakeholder: Product
    • Report_Categories: Business-Logic, Subscription-Management
    • Trend_Tracking: Yes
    • Executive_Visibility: Yes
    • Customer_Impact_Level: High

    Requirements Traceability

    Test Environment

    • Environment: Staging
    • Browser/Version: Chrome Latest
    • Device/OS: Windows 10/11, macOS 12+
    • Screen_Resolution: Desktop-1920x1080
    • Dependencies: Subscription management API, user management system
    • Performance_Baseline: <2 seconds for subscription data retrieval
    • Data_Requirements: Trial subscription account

    Prerequisites

    • Setup_Requirements: Trial subscription account with System Admin permissions
    • User_Roles_Permissions: System Admin role
    • Test_Data: Trial account with partial user usage
    • Prior_Test_Cases: Login functionality verified

    Test Procedure

    Step #

    Action

    Expected Result

    Test Data

    Comments

    1

    ReviewVerify Trialsubscription Planplan sectiondisplay

    Shows "Free" plan with limitationstrial details

    Plan:Expected: Free"Free" tierprominently displayed

    Current statusplan identification

    2

    VerifyCheck user limit display

    Shows "Up to 5 users included"

    Expected: User limit:limit 5clearly stated

    PlanTrial restriction visibility

    3

    Validate included features

    Shows CX, MX, BX modules with checkmarks

    Expected: Customer Experience, Meter Data Management, Billing & Collection

    Feature access clarity

    4

    Check feature descriptions

    Each feature has clear description

    Expected: Descriptive text for each module

    User understanding

    5

    Test "Update Subscription" button

    Button leads to subscription upgrade options

    Action: Click button, Expected: Upgrade interface

    Revenue pathway

    6

    Verify trial limitations

    System enforces 2 concurrent user limit

    Test: Attempt to add 6th3rd user

    SystemLimitation prevents addition with clear message

    User #6 blocked

    Enforcementenforcement

    47

    Check includedAPI featuresaccess restrictions

    CX,API MM,access BClimited modulesduring visibletrial and accessibleperiod

    3Test: coreAPI modulescall with trial account

    FeatureTrial accessconstraint validation

    58

    VerifyValidate storageexport limitationlimitations

    Shows 5GB storage capacity

    Storage: 5GB

    Data limit

    6

    Test export limitation

    Export capped at 100 records per operation

    Export:Test: 100Export max150 records

    Functional limitlimitation

    79

    ClickTest "Updateadvanced Subscription"feature preview

    ShowsAdvanced upgradefeatures optionsshown andas pricingpreview-only

    PaidExpected: plansPreview availablemode indicators

    UpgradeFeature pathteasing

    810

    Verify trial expiration handling

    System tracks 30-day trial countdownperiod

    ShowsExpected: remainingCountdown trialor daysexpiration date display

    DaysTrial left: 15

    Time limitationmanagement



    Test Case 9:7: Navigation and Cross-PlatformModule Responsive DesignIntegration

    Test Case ID:Metadata

    • Test Case ID: ONB05US01_TC_009SYSADMIN_TC_007
    • Title:Title: ValidateVerify Dashboardnavigation Responsivebetween Designdashboard Acrosssections Screenand Resolutionsmodule integration
    • Created By:By: QATest TeamAutomation
    • Created Date:Date: June 04, 20252025-06-09
    • Version:Version: 1.0

    Classification

    Classification

    • Module/Feature:Feature: System Admin DashboardNavigation/Integration
    • Test Type:Type: Integration/UI
    • Test Level:Level: System
    • Priority:Priority: P3-MediumP2-High
    • Execution Phase:Phase: Regression
    • Automation Status:Status: Automated

    Test Procedure Manual

Enhanced(Key Tags

Tags: MOD-Onboarding, P3-Medium, Phase-Regression, Type-UI, Platform-Web, Report-QA, Customer-All, Risk-Low, Business-Medium.
Additional Tags: Onboarding-Services, Database, HappyPathsteps)

Business Context

  • Customer_Segment: All
  • Revenue_Impact: Low
  • Business_Priority: Nice-to-Have
  • Customer_Journey: User Experience
  • Compliance_Required: No
  • SLA_Related: No

Quality Metrics

  • Risk_Level: Low
  • Complexity_Level: Medium
  • Expected_Execution_Time: 12 minutes
  • Reproducibility_Score: High
  • Data_Sensitivity: Low
  • Failure_Impact: Low

Coverage Tracking

  • Feature_Coverage: 100% of responsive design across resolutions
  • Integration_Points: UI display layer, responsive framework
  • Code_Module_Mapped: UI-UX
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web, Tablet

Stakeholder Reporting

  • Primary_Stakeholder: QA
  • Report_Categories: UI-UX, Cross-Platform
  • Trend_Tracking: No
  • Executive_Visibility: No
  • Customer_Impact_Level: Low

Requirements Traceability

Test Environment

  • Environment: Staging
  • Browser/Version: Chrome Latest
  • Device/OS: Windows 10/11, macOS 12+
  • Screen_Resolution: Desktop-1920x1080, Tablet-1024x768
  • Dependencies: Responsive CSS framework
  • Performance_Baseline: <3 seconds load time on all resolutions
  • Data_Requirements: Standard dashboard data

Prerequisites

  • Setup_Requirements: System Admin account with full dashboard access
  • User_Roles_Permissions: System Admin role
  • Test_Data: Standard dashboard with all sections populated
  • Prior_Test_Cases: Login functionality verified

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Load dashboard at 1920x1080Action

AllExpected sections display properlyResult

DesktopTest resolutionData

Full layoutComments

21

ResizeTest toleft 1024x768navigation menu

LayoutAll adapts,menu maintainsitems functionalityfunctional and highlighted correctly

TabletItems: viewDashboard, Organization Setup, Utility Setup, Data Upload, Integration Hub

ResponsivePrimary designnavigation

42

Verify chart"Complete readabilitySetup" button

ChartsButton remainnavigates readableto atorganization allsetup sizespage

AllExpected: resolutionsRedirect to Org setup link

DataSetup visualizationworkflow navigation

63

ValidateCheck text"Continue scalingSetup" button

TextButton remainsnavigates readableto withoututility horizontalsetup scrollpage

TextExpected: clarityRedirect to utility setup link

AccessibilityUtility configuration flow

4

Test dashboard tab navigation

Overview tab active, other tabs functional

Tabs: Overview, Organization Setup, Utility Setup, Data Upload, Integration Hub

Tab-based navigation

5

Validate breadcrumb navigation

Clear navigation path displayed

Expected: Dashboard > Section > Subsection

User orientation



Test Case 10:8: APIReal-time IntegrationData forUpdates Dashboardand MetricsPerformance

Test Case ID:Metadata

  • Test Case ID: ONB05US01_TC_010SYSADMIN_TC_008
  • Title:Title: ValidateVerify APIreal-time Endpointsdata forupdates Dashboardand Datadashboard Retrievalperformance under load
  • Created By:By: QATest TeamAutomation
  • Created Date:Date: June 04, 20252025-06-09
  • Version:Version: 1.0

Classification

Classification

  • Module/Feature:Feature: SystemPerformance/Real-time Admin DashboardUpdates
  • Test Type:Type: APIPerformance
  • Test Level:Level: IntegrationSystem
  • Priority:Priority: P1-Critical
  • Execution Phase:Phase: SmokePerformance
  • Automation Status:Status: Automated

Test Procedure Planned-for-Automation(Key steps)

Step #

Action

Expected Result

Test Data

Comments

1

Measure initial dashboard load time

Page loads within 3 seconds

Baseline: < 3 seconds

Performance SLA

2

Test concurrent user access

Multiple admins access dashboard simultaneously

Users: 10 concurrent System Admins

Load testing

3

Verify real-time metric updates

User adoption and security metrics update automatically

Expected: Updates within 30 seconds

Real-time capability

4

Test progress calculation performance

Progress updates respond quickly to task completion

Expected: < 2 seconds for calculation

Calculation efficiency

5

Validate chart rendering performance

Graphs and charts load without delay

Expected: < 1 second for chart rendering

Visual performance



API Test Cases (Critical Level >=7)

API Test Case 1: Dashboard Metrics Endpoint

Test Case Metadata

  • Test Case ID: SYSADMIN_API_TC_001
  • Title: Verify dashboard metrics API returns accurate system performance data
  • Priority: P1-Critical (Importance: 9/10)

Enhanced Tags

Tags:Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

GET /api/admin/dashboard/metrics

Returns 200 OK with complete metrics data

Headers: Authorization: Bearer {token}

Core dashboard API

2

Validate user adoption data

Response includes daily active users and growth percentage

Expected: {"daily_active_users": 48, "week_growth": 15}

Critical business metrics

3

Check security activity data

Response includes authorized and unauthorized login counts

Expected: {"authorized_logins": 162, "unauthorized_attempts": 15}

Security monitoring API

4

Verify setup progress data

Response includes organization and utility setup percentages

Expected: {"org_setup": 75, "utility_setup": 50}

Progress tracking API

API Test Case 2: Progress Calculation Endpoint

Test Case Metadata

  • Test Case ID: MOD-Onboarding,SYSADMIN_API_TC_002
  • Title: Verify progress calculation API handles weighted task completion
  • Priority: P1-Critical (Importance: 8/10)

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

POST /api/admin/organization/progress

Calculates progress based on weighted tasks

Body: {"tasks": [{"currency": true, "date_format": true, "timezone": true}]}

Weighted calculation

2

Validate calculation accuracy

Returns correct percentage based on business rules

Expected: {"progress": 75, "weighted_completion": true}

Business rule enforcement

3

Test partial completion

API handles incomplete task scenarios

Body: {"tasks": [{"currency": true, "date_format": false, "timezone": true}]}

Edge case handling



Test Suite Organization

Smoke Test Suite

Criteria: P1 priority, basic functionality validation Test Cases:

  • SYSADMIN_TC_001: Dashboard Landing Page Load
  • SYSADMIN_TC_004: Security Activity Monitoring
  • SYSADMIN_API_TC_001: Dashboard Metrics API

Execution: Every build deployment Expected Duration: 10 minutes Automation: 100% automated

Regression Test Suite

Criteria: P1-P2 priority, automated tests Test Cases:

  • All Smoke Test cases
  • SYSADMIN_TC_002: Organization Setup Progress
  • SYSADMIN_TC_003: User Adoption Metrics
  • SYSADMIN_TC_007: Navigation Integration
  • SYSADMIN_TC_008: Real-time Updates
  • SYSADMIN_API_TC_002: Progress Calculation API

Execution: Before each release Expected Duration: 45 minutes Automation: 90% automated

Full Test Suite

Criteria: All test cases including edge cases Test Cases:

  • All Regression Test cases
  • SYSADMIN_TC_005: Data Upload Processing
  • SYSADMIN_TC_006: Trial Plan Management
  • Additional edge case and error scenarios

Execution: Weekly or major release cycles Expected Duration: 2 hours Automation: 70% automated



Integration Test Map

Internal System Dependencies

  1. Authentication Service

    • Login validation
    • Role-based access control
    • Session management
  3. Progress Calculation Engine

    • Weighted task completion
    • Real-time progress updates
    • Business rule enforcement
  5. Metrics Collection Service

    • User activity tracking
    • Security event aggregation
    • Performance data compilation

External System Dependencies

  1. File Processing Service

    • Smart Recognition API
    • Data validation engine
    • File format conversion
  3. Subscription Management System

    • Trial plan validation
    • Feature access control
    • Billing integration



Performance Benchmarks

Response Time Requirements

  • Dashboard Load: < 3 seconds
  • Progress Calculation: < 2 seconds
  • API Response: < 500ms for critical operations
  • Chart Rendering: < 1 second
  • Real-time Updates: < 30 seconds

Concurrent User Handling

  • System Admins: Support up to 50 concurrent dashboard users
  • Trial Plan: Enforce 2 concurrent user limit
  • Performance Degradation: < 10% with maximum load

Data Processing Benchmarks

  • File Upload: Process files up to 50MB within 30 seconds
  • Progress Updates: Real-time calculation for up to 100 tasks
  • Metrics Aggregation: Daily data compilation within 5 minutes



BrowserStack Test Management Reports Support

Report Categories Covered

  1. Quality Dashboard: Overall test execution status and trends
  2. Module Coverage: Feature-specific test coverage metrics
  3. Executive Visibility: High-level business impact summaries
  4. Engineering Reports: Technical test results and defect tracking
  5. Product Reports: Feature adoption and user experience metrics
  6. CSM Reports: Customer-facing functionality validation
  7. QA Reports: Test automation and coverage analysis

Tagging Strategy for Reports

  • Priority Tags: P1-Critical, P2-High, P3-Medium, P4-Low
  • Module Tags: MOD-Dashboard, MOD-Organization, MOD-Security, MOD-Analytics, MOD-DataUpload, MOD-Subscription
  • Phase Tags: Phase-Smoke, Phase-Regression, Phase-Acceptance, Phase-Performance
  • Type Tags: Type-Functional, Type-Security, Type-Performance, Type-Integration, Type-API, Type-UI
  • Business Tags: Business-Critical, Business-High, Business-Medium, Business-Low
  • Revenue Tags: Revenue-Impact-High, Revenue-Impact-Medium, Revenue-Impact-Low
  • Risk Tags: Risk-High, Risk-Medium, Risk-Low
  • Customer Tags: Customer-All, Customer-Enterprise, Customer-SMB
  • Integration Tags: Integration-Internal, Integration-External, Integration-End-to-End



Edge Cases and Error Scenarios - Detailed Test Cases

Test Case 9: Progress Calculation Edge Cases

Test Case Metadata

  • Test Case ID: SYSADMIN_TC_009
  • Title: Verify progress calculation handles edge cases and boundary conditions
  • Created By: Test Automation
  • Created Date: 2025-06-09
  • Version: 1.0

Classification

  • Module/Feature: Progress Calculation Engine
  • Test Type: Functional/Edge Case
  • Test Level: System
  • Priority: P2-High
  • Execution Phase: Regression
  • Automation Status: Automated

Enhanced Tags for 17 Reports Support

  • Tags: MOD-Organization, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-Medium, Business-High, Business-Critical.Revenue-Impact-Medium, Integration-Internal, Edge-Case-Testing

Additional Tags: Onboarding-Services, Database, HappyPath

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Call GET /api/dashboard/organization-setupAction

ReturnsExpected current organization setup statusResult

org_id:Test test_001Data

API responseComments

21

VerifyTest response0% structurecompletion state

JSONProgress containsbar progress,shows tasks,0% completionwith statusno tasks completed

ValidTest JSONData: schemaAll tasks marked as incomplete

DataMinimum structureboundary

32

CallVerify GETpartial /api/dashboard/user-adoptionweight calculation

ReturnsProgress useraccurately activityreflects metricspartial completion

date_range:Test 7Data: daysOnly Currency (40% weight) completed = 30% overall

MetricsWeighted APIcalculation accuracy

43

Test 100% completion

Progress shows 100% when all core tasks complete

Test Data: Currency, Date Format, Timezone all complete

Maximum boundary

4

Validate progress rollback

Progress decreases when completed task is unmarked

Action: Mark completed Currency as incomplete

Reverse calculation

5

Test simultaneous task completion

Multiple tasks completed simultaneously calculate correctly

Action: Complete Date Format and Timezone together

Concurrent updates

6

Verify rounding edge cases

Progress percentage rounds appropriately

Test Data: Calculations resulting in 33.33% display as 33%

UI rounding consistency

7

Test progress with deleted tasks

System handles removed tasks gracefully

Action: Remove a completed task from configuration

Data integrity

8

Validate progress persistence

Progress maintains accuracy after page refresh

Action: Complete task, refresh page, verify progress

State persistence

Test Case 10: File Upload Error Handling

Test Case Metadata

  • Test Case ID: SYSADMIN_TC_010
  • Title: Verify data upload handles various file format errors and corrupted data
  • Created By: Test Automation
  • Created Date: 2025-06-09
  • Version: 1.0

Classification

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

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Upload unsupported file format

System rejects file with clear error message

Test File: document.pdf (unsupported format)

Format validation

2

Upload corrupted CSV file

Smart Recognition detects corruption and alerts user

Test File: corrupted_data.csv (missing headers)

Error detection

3

Upload oversized file

System enforces file size limits

Test File: large_dataset.xlsx (>50MB)

Size limitation enforcement

4

Test malformed Excel file

Data Mapping identifies structural issues

Test File: broken_structure.xlsx (mixed data types)

Structure validation

5

Upload file with injection attempts

Smart Validation prevents malicious code execution

Test File: malicious_script.csv (contains script tags)

Security validation

6

Test empty file upload

System handles empty files gracefully

Test File: empty.csv (0 bytes)

Empty data handling

7

Upload file with special characters

System processes international characters correctly

Test File: unicode_data.csv (contains UTF-8 characters)

Character encoding

8

Test simultaneous file uploads

System queues and processes multiple uploads

Action: Upload 3 files simultaneously

Concurrent processing

9

Verify upload interruption handling

System handles network interruptions gracefully

Action: Interrupt upload mid-process

Error recovery

10

Test file format conversion errors

System reports conversion failures clearly

Test File: incompatible_excel.xlsx (password protected)

Conversion error handling

Test Case 11: Security Activity Alert Thresholds

Test Case Metadata

  • Test Case ID: SYSADMIN_TC_011
  • Title: Verify security activity monitoring triggers appropriate alerts for suspicious patterns
  • Created By: Test Automation
  • Created Date: 2025-06-09
  • Version: 1.0

Classification

  • Module/Feature: Security Monitoring
  • Test Type: Security/Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Security
  • Automation Status: Automated

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Simulate normal login pattern

Security chart shows normal activity (green indicators)

Test Data: 5-10 logins per day, all authorized

Baseline behavior

2

Test high unauthorized attempt threshold

System highlights days with >10 unauthorized attempts

Test Data: 15 unauthorized attempts in one day

Alert threshold testing

3

Verify brute force detection

System identifies repeated failed attempts from same IP

Test Data: 20 failed attempts from 192.168.1.100

Attack pattern recognition

4

Test geographic anomaly detection

System flags logins from unusual locations

Test Data: Login from different country within 1 hour

Geographic validation

5

Simulate account lockout scenario

System properly tracks and displays locked accounts

Test Data: Account locked after 5 failed attempts

Account security

6

Test time-based anomaly detection

System identifies logins outside normal business hours

Test Data: Login attempts at 3:00 AM

Temporal analysis

7

Verify escalation procedures

High-severity alerts trigger appropriate notifications

Test Data: 50+ unauthorized attempts

Incident escalation

8

Test false positive handling

System distinguishes between legitimate and suspicious activity

Test Data: Authorized user with VPN login

Accuracy validation

Test Case 12: Trial Plan Limitation Enforcement

Test Case Metadata

  • Test Case ID: SYSADMIN_TC_012
  • Title: Verify trial plan enforces user limits and feature restrictions accurately
  • Created By: Test Automation
  • Created Date: 2025-06-09
  • Version: 1.0

Classification

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

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Verify 2-user concurrent limit

System prevents 3rd user from accessing simultaneously

Test Users: admin@test.com, user1@test.com, user2@test.com

Concurrent user enforcement

2

Test API responserate timelimiting

API calls throttled for trial accounts

Test Data: >100 API calls per hour

API restriction validation

3

Verify export record limitation

Export functionality caps at 100 records

Test Data: Attempt to export 150 user records

Export limitation

4

Test storage capacity limit

System enforces 5GB storage limit

Test Data: Upload files totaling >5GB

Storage enforcement

5

Validate feature preview restrictions

Advanced features show preview-only mode

Test Features: Advanced analytics, Custom reporting

Feature access control

6

Test trial expiration handling

System blocks access after 30-day trial period

Test Data: Trial account created 31 days ago

Expiration enforcement

7

Verify upgrade pathway functionality

"Update Subscription" button leads to upgrade options

Action: Click upgrade button

Revenue conversion path

8

Test graceful degradation

System maintains core functionality within trial limits

Test Scenario: Approach trial limits

Service continuity



API Test Cases (Continued)

API Test Case 3: User Activity Tracking Endpoint

Test Case Metadata

  • Test Case ID: SYSADMIN_API_TC_003
  • Title: Verify user activity tracking API accurately records and aggregates user sessions
  • Priority: P1-Critical (Importance: 8/10)

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

POST /api/admin/user-activity/track

Records user login event successfully

Body: {"user_id": "admin123", "event": "login", "timestamp": "2025-06-09T10:00:00Z"}

Activity tracking

2

GET /api/admin/user-activity/daily

Returns daily active user count

Expected: {"date": "2025-06-09", "active_users": 48}

Daily metrics

3

GET /api/admin/user-activity/weekly-growth

Calculates week-over-week growth percentage

Expected: {"current_week": 48, "previous_week": 42, "growth": 15}

Growth calculation

4

Test activity definition validation

API only counts actual login events as "active"

Body: {"user_id": "user123", "event": "page_view"}

Activity definition enforcement

5

Verify data aggregation accuracy

Multiple user sessions aggregate correctly

Test Data: 10 users with multiple sessions each

Aggregation logic

API Test Case 4: Security Monitoring Endpoint

Test Case Metadata

  • Test Case ID: SYSADMIN_API_TC_004
  • Title: Verify security monitoring API tracks login attempts and identifies threats
  • Priority: P1-Critical (Importance: 9/10)

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

POST /api/admin/security/login-attempt

Records login attempt with status

Body: {"user_id": "admin123", "status": "authorized", "ip": "192.168.1.100"}

Security event logging

2

GET /api/admin/security/daily-summary

Returns daily breakdown of login attempts

Expected: {"authorized": 162, "unauthorized": 15, "date": "2025-06-09"}

Security metrics

3

GET /api/admin/security/threat-analysis

Identifies suspicious patterns

Expected: Flags for repeated failures, geographic anomalies

Threat detection

4

Test unauthorized attempt logging

Failed logins recorded with failure reason

Body: {"user_id": "attacker", "status": "unauthorized", "reason": "invalid_credentials"}

Security tracking

5

Verify alert threshold triggering

API triggers alerts for high unauthorized counts

Test Data: >10 unauthorized attempts

Alert system integration

API Test Case 5: Subscription Validation Endpoint

Test Case Metadata

  • Test Case ID: SYSADMIN_API_TC_005
  • Title: Verify subscription API validates trial plan limitations and feature access
  • Priority: P2-High (Importance: 7/10)

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

GET /api/admin/subscription/status

Returns current subscription details

Expected: {"plan": "free", "users_limit": 2, "features": ["CX", "MX", "BX"]}

Subscription validation

2

POST /api/admin/subscription/validate-access

Validates feature access for current plan

Body: {"feature": "advanced_analytics"}

Feature access control

3

GET /api/admin/subscription/usage

Returns current usage against limits

Expected: {"users_active": 2, "storage_used": "2.5GB", "api_calls": 45}

Usage tracking

4

Test limitation enforcement

API blocks actions exceeding trial limits

Body: {"action": "add_user", "count": 3}

Limit enforcement



Cross-Browser and Device Testing Matrix

Browser Compatibility Test Matrix

Test Case

Chrome Latest

Firefox 110+

Safari 16+

Edge Latest

Dashboard Load (TC_001)

✓ Primary

✓ Secondary

✓ Secondary

✓ Secondary

Progress Calculation (TC_002)

✓ Primary

✓ Secondary

✓ Secondary

✓ Secondary

User Adoption Metrics (TC_003)

✓ Primary

✓ Secondary

✓ Secondary

✓ Secondary

Security Monitoring (TC_004)

✓ Primary

✓ Secondary

✓ Secondary

✓ Secondary

Data Upload (TC_005)

✓ Primary

✓ Manual

✓ Manual

✓ Secondary

Trial Plan Management (TC_006)

✓ Primary

✓ Secondary

✓ Secondary

✓ Secondary

Device and Resolution Testing

Screen Resolution

Device Type

Test Coverage

Priority

1920x1080

Desktop

Full test suite

P1-Critical

1366x768

Desktop

Smoke + Regression

P2-High

1024x768

Tablet

Key functionality

P3-Medium

375x667

Mobile

Basic navigation

P4-Low



Security Testing Framework for B2B Utility SaaS

Authentication & Authorization Test Cases

Test Case 13: Multi-Factor Authentication Integration

  • Test Case ID: SYSADMIN_SEC_TC_001
  • Priority: P1-Critical
  • Scope: Verify MFA integration with System Admin access
  • Test Steps:
    1. Attempt login with valid credentials but no MFA
    2. Complete MFA challenge successfully
    3. Verify session establishment with proper privileges
    4. Test MFA bypass attempts

Test Case 14: Role-Based Access Control Validation

  • Test Case ID: SYSADMIN_SEC_TC_002
  • Priority: P1-Critical
  • Scope: Ensure System Admin role restrictions and permissions
  • Test Steps:
    1. Verify System Admin access to all dashboard sections
    2. Test unauthorized access attempts from lower-privilege users
    3. Validate session timeout and privilege escalation prevention

Data Protection Test Cases

Test Case 15: PII Data Handling in Dashboard Metrics

  • Test Case ID: SYSADMIN_SEC_TC_003
  • Priority: P1-Critical
  • Scope: Ensure sensitive data protection in displayed metrics
  • Test Steps:
    1. Verify user data anonymization in adoption metrics
    2. Check that IP addresses in security logs are properly masked
    3. Validate audit trail generation for data access

Test Case 16: Encryption Validation

  • Test Case ID: SYSADMIN_SEC_TC_004
  • Priority: P1-Critical
  • Scope: Verify data encryption in transit and at rest
  • Test Steps:
    1. Confirm HTTPS enforcement for all dashboard communications
    2. Validate API endpoint encryption
    3. Test data storage encryption compliance

System Security Test Cases

Test Case 17: SQL Injection Prevention

  • Test Case ID: SYSADMIN_SEC_TC_005
  • Priority: P1-Critical
  • Scope: Prevent SQL injection through dashboard inputs
  • Test Steps:
    1. Test malicious SQL in search fields
    2. Validate input sanitization in configuration forms
    3. Verify parameterized query usage

Test Case 18: Cross-Site Scripting (XSS) Protection

  • Test Case ID: SYSADMIN_SEC_TC_006
  • Priority: P1-Critical
  • Scope: Prevent XSS attacks through dashboard interface
  • Test Steps:
    1. Test script injection in user input fields
    2. Validate output encoding for dynamic content
    3. Verify Content Security Policy implementation



Performance Testing Scenarios

Load Testing Scenarios

Performance Test 1: Concurrent Dashboard Access

  • Test Scenario: 50 System Admins accessing dashboard simultaneously
  • Expected Behavior: Response time < 3 seconds, no degradation
  • Success Criteria: 95th percentile response time under threshold
  • Test Duration: 30 minutes sustained load

Performance Test 2: Real-time Metrics Update Load

  • Test Scenario: Continuous metrics updates with high user activity
  • Expected Behavior: Metrics refresh within 30 seconds
  • Success Criteria: No data loss, consistent update intervals
  • Test Duration: 1 hour continuous updates

Performance Test 3: File Upload Processing Under Load

  • Test Scenario: Multiple large file uploads (10MB+) simultaneously
  • Expected Behavior: Processing completes within 30 seconds per file
  • Success Criteria: No file corruption, successful processing rate >95%
  • Test Duration: File upload stress testing

Stress Testing Scenarios

Stress Test 1: Progress Calculation Engine

  • Test Scenario: Rapid task completion/rollback cycles
  • Expected Behavior: Calculations remain accurate under stress
  • Success Criteria: No calculation errors, response time <2 seconds

Stress Test 2: Security Event Processing

  • Test Scenario: High volume of security events (1000+ per minute)
  • Expected Behavior: All events logged, alerts triggered appropriately
  • Success Criteria: No event loss, alert accuracy maintained



Test Data Requirements

Realistic Utility Company Test Data

Organization Data

  • Company Name: Pacific Energy Solutions
  • Address: 1234 Grid Street, San Francisco, CA 94102
  • Tax ID: 94-1234567
  • Currency: USD
  • Date Format: MM/DD/YYYY
  • Timezone: Pacific Standard Time (PST)


User Test Data

  • System Admin: admin@pacificenergy.com / SecurePwd123!
  • User 1: manager@pacificenergy.com / UserPass456!
  • User 2: analyst@pacificenergy.com / AnalystPwd789!


Utility Configuration Data

  • Service Area: San Francisco Bay Area
  • Service Type: Electric and Gas
  • Customer Base: 50,000 residential, 5,000 commercial
  • Billing Cycle: Monthly
  • Rate Structure: Tiered pricing with peak/off-peak


Security Test Data

  • Authorized Login Patterns:
  • - Business hours: 8 AM - 6 PM PST
  • - Geographic locations: California, USA
  • - IP ranges: 192.168.1.0/24
  • Unauthorized Attempt Simulation:
  • - Off-hours access attempts
  • - Foreign IP addresses
  • - Brute force patterns


File Upload Test Data

  • Valid CSV Sample:
  • meter_id,customer_id,reading_date,usage_kwh
  • MTR001,CUST12345,2025-06-01,850.5
  • MTR002,CUST12346,2025-06-01,920.2
  • Excel Sample Structure:
  • Sheet 1: Customer Data (ID, Name, Address, Rate Class)
  • Sheet 2: Meter Readings (Meter ID, Date, Usage)
  • Sheet 3: Billing Information (Customer ID, Amount, Due Date)




Dependency Mapping and Execution Order

Test Execution Dependencies

  • graph TD
  •     A[Authentication Test] --> B[Dashboard Load Test]
  •     B --> C[Organization Setup Test]
  •     B --> D[Utility Setup Test]
  •     B --> E[User Adoption Test]
  •     B --> F[Security Activity Test]
  •     B --> G[Data Upload Test]
  •     B --> H[Subscription Test]
  •     C --> I[Progress Calculation Test]
  •     D --> I
  •     E --> J[Real-time Updates Test]
  •     F --> J
  •     G --> K[File Processing Test]
  •     H --> L[Limitation Enforcement Test]
  •     I --> M[Cross-Module Integration Test]
  •     J --> M
  •     K --> M
  •     L --> M


Prerequisites and Blocking Relationships

Blocking Tests: Tests that must pass before others can execute

  • Authentication validation blocks all dashboard tests
  • Dashboard load test blocks all module-specific tests
  • Organization/Utility setup tests block progress calculation tests

Parallel Execution: Tests that can run simultaneously

  • User Adoption and Security Activity monitoring
  • Data Upload and Subscription management
  • API tests can run parallel to UI tests

Sequential Requirements: Tests requiring specific execution order

  • Progress calculation edge cases require base progress tests
  • Security alert threshold tests require normal activity baseline
  • Trial limitation tests require subscription status validation



Validation Checklist - Comprehensive Coverage

✅ Acceptance Criteria Coverage

  • [x] Accurate progress percentages for Organization (75%) and Utility (50%) Setup
  • [x] Visual distinction between completed, in-progress, and pending tasks
  • [x] "Complete Setup" button enabled only when all required tasks finished
  • [x] "Continue Setup" button directs to next incomplete task
  • [x] Current day active user count prominently displayed (48 users)
  • [x] Security activity daily breakdown with authorized/unauthorized attempts
  • [x] Total count display for authorized logins (162) and unauthorized attempts (15)
  • [x] Current subscription information including plan type and costs
  • [x] Role-based access restriction to admin dashboard
  • [x] Real-time metrics updates with clear refresh intervals

✅ Business Rules Testing

  • [x] Weighted progress calculation for Organization Setup (Currency 40%, Date Format 30%, Timezone 30%)
  • [x] Weighted progress calculation for Utility Setup (Core Systems 25%, Service Area 20%, Pricing 20%, Staff 15%, Calendar 10%, IDs 10%)
  • [x] Daily active user definition based on login activity
  • [x] Trial plan limitations (2 users, 30 days, feature restrictions)

✅ Cross-Platform Compatibility

  • [x] Chrome Latest (primary testing)
  • [x] Desktop resolution support (1920x1080, 1366x768)
  • [x] Responsive design validation
  • [x] Mobile accessibility testing

✅ Integration Points Testing

  • [x] Authentication service integration
  • [x] Progress calculation engine
  • [x] Metrics collection service
  • [x] File processing service
  • [x] Subscription management system
  • [x] Security monitoring integration

✅ Security Considerations

  • [x] Authentication and authorization validation
  • [x] PII data protection in metrics
  • [x] SQL injection prevention
  • [x] XSS attack protection
  • [x] Session management and timeout
  • [x] Audit trail generation

✅ Performance Benchmarks

  • [x] Dashboard load time < 3 seconds
  • [x] Progress calculation < 2 seconds
  • [x] API response < 500ms for critical operations

    Performance

  • [x] threshold

    SpeedChart requirement

    5

    Validaterendering < 1 second

  • [x] Real-time updates < 30 seconds
  • [x] Concurrent user support (50 System Admins)

✅ Edge Cases Coverage (80% Detail Level)

  • [x] Progress calculation boundary conditions (0%, 100%)
  • [x] File upload error handling

    Returns appropriate(corruption, errorsize codeslimits, format validation)

  • [x] Security alert threshold testing
  • [x] Trial plan limitation enforcement
  • [x] Network interruption scenarios
  • [x] Data inconsistency handling

✅ API Tests for invalidCritical requests

InvalidOperations org_id

Error(>=7 scenarios

6

TestImportance)

  • [x] Dashboard metrics endpoint (Importance: 9/10)
  • [x] Progress calculation API authentication

    Requires(Importance: valid admin token for access

    Valid JWT token

    Security validation

    7

    Verify data consistency

    API data matches dashboard display

    Cross-validation

    Data integrity

    Verification Points

    • Primary_Verification: Dashboard layout adapts properly to all screen resolutions8/10)
    • Secondary_Verifications:[x] AllUser functionalityactivity remainstracking accessible,(Importance: text remains readable8/10)
    • Negative_Verification:[x] NoSecurity horizontalmonitoring scrollingAPI required,(Importance: no9/10)
    • [x] UISubscription elementsvalidation are(Importance: cut off7/10)

    ✅ Test ResultsSuite (Template)

    Definitions
    • Status:[x] [Pass/Fail/Blocked/Not-Tested]Smoke Test Suite: 10 minutes, 100% automated
    • Actual_Results:[x] [RecordRegression responsiveTest behaviorSuite: across45 differentminutes, resolutions]90% automated
    • Execution_Date:[x] [Full Test executionSuite: date]2 hours, 70% automated
    • Executed_By:[x] [TesterPerformance name]
    • Execution_Time:Test [ActualSuite: timeDedicated taken]
    • Defects_Found:load [Anytesting bugs discovered]
    • Screenshots_Logs: [Evidence attachments]scenarios

    Test Case 11: Performance Under Load

    Test✅ CaseBrowserStack ID:Reports Support ONB05US01_TC_011
    Title: Validate Dashboard Performance with Concurrent Admin Users
    Created By: QA Team
    Created Date: June 04, 2025
    Version: 1.0

    Classification

    • Module/Feature:[x] SystemComprehensive Admintagging Dashboard
    • Test Type: Performance
    • Test Level: System
    • Priority: P2-High
    • Execution Phase: Performance
    • Automation Status: Manual

    Enhanced Tags

    Tags: MOD-Onboarding, P2-High, Phase-Performance, Type-Performance, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-Medium, Business-High.
    Additional Tags: Onboarding-Services, Database, HappyPath

    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 updatestrategy for all users17 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

    Test Case 12: Error Handling and Recovery

    Test Case ID: ONB05US01_TC_012
    Title: Validate Error Handling for Network and System Failures
    Created By: QA Team
    Created Date: June 04, 2025
    Version: 1.0

    Classification

    • Module/Feature: System Admin Dashboardreports
    • Test[x] Type:Priority-based Negativetest categorization
    • Test[x] Level:Module-specific System
    • Priority: P2-High
    • Execution Phase: Regression
    • Automation Status: Manual

    Enhanced Tags

    Tags: MOD-Onboarding, P2-High, Phase-Regression, Type-Negative, Platform-Web, Report-QA, Customer-All, Risk-Medium, Business-High.
    Additional Tags: Onboarding-Services, Database, HappyPath

    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





    Test Execution Matrix

    Browser/Device Combinations

    Test Case

    Chrome Latest (Desktop)

     Chrome

    Edge Latest

    TC_001-012

    ✓ Primary

    ✓ Secondary

    ✓ Validation

    Environment Execution

    Phase

    Environment

    Test Cases

    Execution Frequency

    Smoke

    Staging

    TC_001, TC_011, TC_012, 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

    Test Suite Definitions

    Smoke Test Suite (Critical Path)

    • Test Cases: TC_001, TC_011, TC_012, TC_004, TC_008
    • Execution Time: ~30 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: ~2.5 hours
    • Purpose: Comprehensive feature testing before releases
    • Automation Status: Partial automation planned

    Full Test Suite (Complete Coverage)

    • Test Cases: All TC_001-012
    • Execution Time: ~5 hours
    • Purpose: Complete validation for major releases
    • Automation Status: Mixed manual/automated approach

    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

    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

    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 activitycoverage tracking
    4. Notification[x] Service - Real-time update delivery

    Coverage Analysis

    Acceptance Criteria Coverage: 100%

    • ✅ AC #1: Progress percentages display accurately (TC_001, TC_002)
    • ✅ AC #2: Visual task indicators - checkmarks, pending icons (TC_001, TC_002)
    • ✅ AC #3: "Complete Setup" button enablement logic (TC_011)
    • ✅ AC #4: "Continue Setup" button navigation to next task (TC_012)
    • ✅ AC #5: Current day's active user count display (TC_003)
    • ✅ AC #6: Security activity daily breakdown display (TC_004)
    • ✅ AC #7: Total authorized/unauthorized login counts (TC_004)
    • ✅ AC #8: Subscription information display (TC_006)
    • ✅ AC #9: Role-based access control (TC_008)
    • ✅ AC #10: Real-time metric updates with refresh intervals (TC_003)

    Business Rulesimpact Coverage:and 100%

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

    User Journey Coverage: 100%

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

    Service Coverage Summary:

    • Auth-Services: 4 test cases (security, API, performance, error handling)correlation
    • Onboarding-Services:[x] 4Risk testassessment casesand (orgstakeholder setup, utility setup, button logic, API)visibility
    • CX-Services:[x] 3Execution testanalytics casesand (usertrend adoption, responsive design, API)
    • MX-Services: 1 test case (data upload)
    • BX-Services: 1 test case (billing/trial plan)
    • AX-Services: 1 test case (analytics/performance)
    • RX-Services: 1 test case (recovery/resilience)
    • API: 3 test cases (data upload, API integration, error handling)
    • Database: 10 test cases (most functionality requires data persistence)
    • HappyPath: 9 test cases (positive flow scenarios)
    • Cross-Module: 4 test cases (spanning multiple system components)tracking



    Summary

    This comprehensive test suite provides complete coverage for the System Admin Dashboard with:

    • 18 Detailed UI Test Cases covering all functional requirements
    • 5 Critical API Test Cases for backend validation
    • 6 Security Test Cases for B2B utility SaaS compliance
    • Multiple Performance Scenarios for load and stress testing
    • Complete Edge Case Coverage with 80% detail level
    • Cross-Browser Compatibility Matrix for all supported platforms
    • Realistic Test Data Sets for utility industry context
    • Comprehensive Dependency Mapping for efficient execution
    • Full BrowserStack Integration supporting all 17 report categories

    The test suite ensures robust validation of the System Admin Dashboard functionalitywhile with appropriate prioritization, realistic test data, and proper traceability to business requirements. All 10 acceptance criteria are fully covered across 12 detailed test cases, ensuring robust validation ofsupporting the dashboard'complete onboarding improvement initiative for SMART360's coreB2B functionality,utility userSaaS experience, and technical performance.platform.


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