Bulk Import contacts - CRM1.1P1US01.1

Test Scenario Analysis

A. Functional Test Scenarios

Core Functionality:

CSV file upload with drag-and-drop interface and template validation
Real-time file validation for required fields (Name, Email, Type, Channel, Stage)
5-step import wizard with progress tracking and status updates
Automated duplicate detection with weighted scoring (100%, 95%, 90%, 85%)
Manual duplicate resolution with merge/skip options and bulk operations
Import completion with comprehensive summary analytics and error reporting

Business Rules:

Required fields validation: Name, Email, Type, Channel, Stage (red "Required" badges)
Optional fields: Phone, Company, Position, Address, Tags
File size limits: 10MB max, 50,000 records max
Contact Type validation: 8 specific types (lead, prospect, customer, partner, investor, advisor, potential leader, friend of organization)
Stage validation: 7 specific stages (New Lead, Qualified Lead MQL, Nurture/Disqualified, Hot Lead SQL, Opportunity, Customer Won/Lost, Nurturing Ongoing)
Channel validation: 11 specific channels (Newsletter Signup, Contact Us, Get Custom Quote, etc.)
Duplicate detection scoring: Exact (100%), Email (95%), Phone (90%), Name+Company (85%)

User Journeys by Role:

Marketing Operations Manager: Bulk import with comprehensive duplicate handling and analytics
Marketing Manager: Quick campaign contact import with validation
Sales Development Representative: Access to newly imported qualified leads
Account Executive: Consolidated contact data for account management
Sales Manager: Team performance tracking and data quality oversight

Integration Points:

CRM contact database (Services-CX)
File processing API
Duplicate detection algorithm
Error reporting system
Audit logging service

Data Flow:

CSV Upload → Header Validation → Processing → Duplicate Detection → Manual Resolution → Import Complete → Contact Database Update

B. Non-Functional Test Scenarios

Performance:

File upload response times under 3 seconds
Processing times: 100 contacts (30 seconds), 1000 contacts (90 seconds), 10000+ contacts (5 minutes)
Real-time progress updates during processing
Concurrent user handling (10+ simultaneous imports)

Security:

File format validation preventing malicious uploads
Input sanitization for XSS and SQL injection prevention
Session management during import process
Role-based access control validation

Compatibility:

Cross-browser support: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Screen resolution adaptability: Desktop (1920x1080), Tablet (1024x768), Mobile (375x667)
Operating system compatibility: Windows 10/11, macOS 12+

Usability:

Intuitive 5-step wizard navigation with clear progress indicators
Comprehensive error messaging with specific resolution guidance
Drag-and-drop file upload with visual feedback
Real-time duplicate resolution with live counter updates

C. Edge Case & Error Scenarios

Boundary Conditions:

Maximum file size (10MB) and record count (50,000) testing
Minimum required fields validation
Empty file and single record file handling
Unicode and special character support

Invalid Inputs:

Malformed CSV files with missing headers
Invalid email formats and phone number formats
Unsupported contact types, stages, and channels
SQL injection and XSS attempt prevention

System Failures:

Network interruption during upload and processing
Server timeout scenarios
Database connection failures
Memory limitations during large file processing

Test Case 1: Import Method Selection Interface Display

Test Case ID: CRM1.1P1US01.1_TC_001
Title: Verify import method selection page displays correctly with CSV File Upload active for Marketing Operations Manager
Created By: Hetal
Created Date: December 11, 2024
Version: 1.0

Classification:

Module/Feature: Bulk Import contacts
Test Type: Functional/UI
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Import-Service, UI, MOD-Import, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Smoke-Test-Results, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-CRM-Navigation, Marketing-Operations-Manager, Happy-Path

Business Context:

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes

Role-Based Context:

User_Role: Marketing Operations Manager
Permission_Level: Full import access with analytics
Role_Restrictions: Cannot access admin settings
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100% of Step 1 functionality
Integration_Points: CRM Navigation, User Authentication
Code_Module_Mapped: CRM Import Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Module-Coverage, Smoke-Test-Results, User-Acceptance, Engineering
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability:

Related_Requirements: Step 1 acceptance criteria 1-9, UI Display Rules, Method Availability Rules
Related_Bugs: N/A
Related_Test_Cases: CRM1.1P1US01.1_TC_002, CRM1.1P1US01.1_TC_029

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: CRM system access, user authentication service
Performance_Baseline: Page load < 3 seconds
Data_Requirements: Valid Marketing Operations Manager credentials

Prerequisites:

Setup_Requirements: Marketing Operations Manager logged into CRM system
User_Roles_Permissions: Marketing Operations Manager role with import permissions
Test_Data: alice.kumar@techcorp.com credentials, active session
Prior_Test_Cases: User authentication and CRM access verified

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Login as Marketing Operations Manager	CRM dashboard loads with import permissions	alice.kumar@techcorp.com	Role-based access validation
2	Navigate to CRM main navigation menu	CRM menu displays with "Import Contacts" option visible	N/A	Navigation availability check
3	Click "Import Contacts" from navigation	Import Contacts page loads showing Step 1 of 5	N/A	Entry point verification
4	Verify step progress indicator	"Step 1 of 5" displayed with step 1 highlighted in blue (#3b82f6)	N/A	Progress tracking UI
5	Verify page title and subtitle	Title: "Choose Import Method", Subtitle: "Select how you'd like to import your contacts"	Exact text from user story	Content accuracy
6	Verify CSV File Upload method display	CSV File Upload option shows document icon, "Popular" badge, clickable state	UI specification	Active method validation
7	Verify CSV File Upload description	"Upload a CSV file with your contacts" description displayed	Exact text	Method description
8	Verify inactive methods display	Gmail Contacts, Outlook Contacts, Salesforce, HubSpot, LinkedIn, Zapier, API Import visible but greyed out	All 7 Phase 2 methods	Inactive state validation
9	Verify method badges	Gmail Contacts and Outlook Contacts show "Popular" badge	Badge specification	Badge accuracy
10	Verify hover effects	Only CSV File Upload responds to hover with visual feedback	Hover interaction	Interactive state
11	Click CSV File Upload method	System advances to Step 2 automatically	N/A	Navigation functionality

Verification Points:

Primary_Verification: CSV File Upload is the only active/clickable import method
Secondary_Verifications: All 8 import methods visible, correct badges, proper step indicator
Negative_Verification: Phase 2 methods (Gmail, Outlook, Salesforce, HubSpot, LinkedIn, Zapier, API) not clickable

Test Results (Template):

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual behavior and UI states]
Execution_Date: [Test execution date]
Executed_By: [Tester name]
Execution_Time: [Actual execution duration]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence file references]

Execution Analytics:

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships:

Blocking_Tests: User authentication must pass
Blocked_Tests: All subsequent import workflow tests
Parallel_Tests: Other CRM navigation tests
Sequential_Tests: Must execute before TC_002

Additional Information:

Notes: Critical entry point for entire import workflow
Edge_Cases: Browser refresh during method selection, session timeout
Risk_Areas: Method selection state persistence, navigation reliability
Security_Considerations: Role-based access verification, session validation

Missing Scenarios Identified:

Scenario_1: Session timeout during method selection with recovery mechanism
Type: Error/Session Management
Rationale: User story mentions session management during import process
Priority: P2
Scenario_2: Method selection state persistence across browser refresh
Type: Edge Case/State Management
Rationale: Import process should handle interruptions gracefully
Priority: P3

Test Case 2: CSV File Upload Navigation and State Management

Test Case ID: CRM1.1P1US01.1_TC_002
Title: Verify CSV File Upload selection advances to Step 2 with proper state management
Created By: Hetal
Created Date: December 11, 2024
Version: 1.0

Classification:

Module/Feature: Bulk Import contacts
Test Type: Functional/Navigation
Test Level: Integration
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Import-Service, Navigation, MOD-Import, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-Integration-Testing, Report-Smoke-Test-Results, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-Navigation-Flow, State-Management, Happy-Path

Business Context:

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes

Role-Based Context:

User_Role: Marketing Operations Manager
Permission_Level: Full import workflow access
Role_Restrictions: Cannot modify system settings
Multi_Role_Scenario: No

Quality Metrics:

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 1 minute
Reproducibility_Score: High
Data_Sensitivity: None
Failure_Impact: High

Coverage Tracking:

Feature_Coverage: 100% of Step 1 to Step 2 navigation
Integration_Points: Navigation State Management, Session Persistence
Code_Module_Mapped: CRM Import Navigation Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Module-Coverage, Integration-Testing, Smoke-Test-Results, Engineering
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability:

Related_Requirements: Step 1 AC-8, Navigation Rules, Auto-Advancement Rules
Related_Bugs: N/A
Related_Test_Cases: CRM1.1P1US01.1_TC_001, CRM1.1P1US01.1_TC_003

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: CRM system, session management service
Performance_Baseline: Navigation < 1 second
Data_Requirements: Active user session from TC_001

Prerequisites:

Setup_Requirements: Step 1 displayed correctly
User_Roles_Permissions: Marketing Operations Manager permissions
Test_Data: Valid session from TC_001 execution
Prior_Test_Cases: CRM1.1P1US01.1_TC_001 must pass

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Execute CRM1.1P1US01.1_TC_001 successfully	Step 1 displays with CSV File Upload active	From TC_001	Prerequisite validation
2	Verify CSV File Upload method state	Method highlighted with hover effect available	Visual feedback	Interactive state check
3	Click CSV File Upload option	Method selection highlights with visual feedback	N/A	Selection confirmation
4	Verify automatic advancement	System navigates to Step 2 without additional user action	N/A	Auto-progression validation
5	Verify Step 2 page loading	"Upload CSV File" page displays completely	Step 2 content	Page load success
6	Verify progress indicator update	"Step 2 of 5" highlighted, Step 1 shows completed state (checkmark)	Progress UI	Progress tracking
7	Verify session persistence	User session maintained across navigation	Session data	Session management
8	Verify no back button restriction	Step 1 should not have back button (first step rule)	Navigation rules	Business rule validation
9	Test browser back button	Clicking browser back returns to Step 1 correctly	Browser navigation	State persistence
10	Re-select CSV File Upload	Consistent behavior on re-selection	Navigation consistency	Repeatability check

Verification Points:

Primary_Verification: Seamless navigation from Step 1 to Step 2 with state preservation
Secondary_Verifications: Progress indicator accuracy, session maintenance, visual feedback
Negative_Verification: No navigation errors, no session loss, no UI inconsistencies

Test Results (Template):

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record navigation behavior and state changes]
Execution_Date: [Test execution date]
Executed_By: [Tester name]
Execution_Time: [Actual execution duration]
Defects_Found: [Bug IDs if navigation issues found]
Screenshots_Logs: [Evidence of navigation flow]

Execution Analytics:

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships:

Blocking_Tests: CRM1.1P1US01.1_TC_001 must pass
Blocked_Tests: All Step 2 test cases
Parallel_Tests: None (sequential navigation)
Sequential_Tests: Must precede Step 2 testing

Additional Information:

Notes: Critical navigation flow for user experience
Edge_Cases: Network latency during navigation, concurrent user sessions
Risk_Areas: State persistence, session management, navigation reliability
Security_Considerations: Session validation, state tampering prevention

Missing Scenarios Identified:

Scenario_1: Navigation behavior under slow network conditions
Type: Performance/Network
Rationale: User story emphasizes smooth navigation experience
Priority: P2
Scenario_2: Concurrent user session handling during navigation
Type: Integration/Concurrency
Rationale: Multiple Marketing Operations Managers may import simultaneously
Priority: P3

Test Case 3: CSV Requirements Panel and Field Validation Display

Test Case ID: CRM1.1P1US01.1_TC_003
Title: Verify CSV Requirements panel displays all required and optional fields with accurate validation rules
Created By: Hetal
Created Date: December 11, 2024
Version: 1.0

Classification:

Module/Feature: Bulk Import contacts
Test Type: Functional/UI
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Import-Service, UI, Validation, MOD-Import, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Report-Regression-Coverage, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Validation-Engine, Field-Requirements, Happy-Path

Business Context:

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Role-Based Context:

User_Role: Marketing Operations Manager
Permission_Level: Full field validation access
Role_Restrictions: Cannot modify field requirements
Multi_Role_Scenario: No

Quality Metrics:

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 3 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: High

Coverage Tracking:

Feature_Coverage: 100% of CSV requirements specification
Integration_Points: Field Validation Engine, Template Generation
Code_Module_Mapped: CRM Import Validation Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Module-Coverage, User-Acceptance, Regression-Coverage, Product
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability:

Related_Requirements: Step 2 AC-2 to AC-7, CSV Requirements Panel Rules, Required Fields Rules, Optional Fields Rules
Related_Bugs: N/A
Related_Test_Cases: CRM1.1P1US01.1_TC_002, CRM1.1P1US01.1_TC_004

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: CRM system, field validation service
Performance_Baseline: Panel load < 2 seconds
Data_Requirements: Step 2 page loaded from navigation

Prerequisites:

Setup_Requirements: Step 2 "Upload CSV File" page displayed
User_Roles_Permissions: Marketing Operations Manager with field access
Test_Data: Navigation state from TC_002
Prior_Test_Cases: CRM1.1P1US01.1_TC_002 must pass

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 2 from Step 1	"Upload CSV File" page loads with progress indicator "Step 2 of 5"	From TC_002	Navigation prerequisite
2	Locate CSV Requirements panel	"CSV Requirements" section header with document icon displayed	UI specification	Panel identification
3	Verify "Required CSV Format" subsection	Subsection heading displayed with proper typography	Typography rules	Section structure
4	Verify required field: Name	"Name" field with red "Required" badge, example "John Doe"	Field specification	Required field validation
5	Verify required field: Email	"Email" field with red "Required" badge, example "john@example.com"	Field specification	Email field validation
6	Verify required field: Type	"Type" field with red "Required" badge, example "lead"	Field specification	Type field validation
7	Verify required field: Channel	"Channel" field with red "Required" badge, example "inbound"	Field specification	Channel field validation
8	Verify required field: Stage	"Stage" field with red "Required" badge, example "prospect"	Field specification	Stage field validation
9	Verify optional field: Phone	"Phone" field without required badge, example "+1 555-123-4567"	Field specification	Optional field display
10	Verify optional field: Company	"Company" field without required badge, example "Acme Corp"	Field specification	Company field display
11	Verify optional field: Position	"Position" field without required badge, example "Sales Manager"	Field specification	Position field display
12	Verify optional field: Address	"Address" field without required badge, example "123 Main St, City, State"	Field specification	Address field display
13	Verify optional field: Tags	"Tags" field without required badge, example "prospect,enterprise"	Field specification	Tags field display
14	Verify two-column layout	Fields displayed in "Field Name	Example Value" format	Layout specification
15	Verify visual hierarchy	Bold field names, consistent spacing, proper color coding	Design specification	Visual design check

Verification Points:

Primary_Verification: All 5 required fields display red "Required" badges with accurate examples
Secondary_Verifications: All 5 optional fields display without badges, two-column layout, proper typography
Negative_Verification: No missing fields, no incorrect badge placement, no layout inconsistencies

Test Results (Template):

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record field display states and examples]
Execution_Date: [Test execution date]
Executed_By: [Tester name]
Execution_Time: [Actual execution duration]
Defects_Found: [Bug IDs for field display issues]
Screenshots_Logs: [Evidence of field requirements panel]

Execution Analytics:

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships:

Blocking_Tests: CRM1.1P1US01.1_TC_002 must pass
Blocked_Tests: File validation test cases
Parallel_Tests: Template download testing
Sequential_Tests: Leads to file upload testing

Additional Information:

Notes: Foundation for user understanding of CSV requirements
Edge_Cases: Different screen resolutions, browser zoom levels
Risk_Areas: Field requirement accuracy, example data clarity
Security_Considerations: Field validation rules exposure

Missing Scenarios Identified:

Scenario_1: Field requirement tooltips or help text validation
Type: UI/Usability
Rationale: Users may need additional guidance on field requirements
Priority: P3
Scenario_2: Dynamic field requirement updates based on user role
Type: Role-Based/Dynamic
Rationale: Different roles may have different field requirements
Priority: P2

Test Case 4: Sample CSV Template Download and Content Validation

Test Case ID: CRM1.1P1US01.1_TC_004
Title: Verify sample CSV template download functionality and content matches specification
Created By: Hetal
Created Date: December 11, 2024
Version: 1.0

Classification:

Module/Feature: Bulk Import contacts
Test Type: Functional/Download
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Import-Service, Download, Template, MOD-Import, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Report-Regression-Coverage, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-File-Generation, Template-Service, Happy-Path

Business Context:

Customer_Segment: All
Revenue_Impact: Low
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Role-Based Context:

User_Role: Marketing Operations Manager
Permission_Level: Template download access
Role_Restrictions: Cannot modify template content
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100% of template download functionality
Integration_Points: File Generation Service, Template Engine
Code_Module_Mapped: CRM Template Generator
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Module-Coverage, User-Acceptance, Regression-Coverage, Product
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability:

Related_Requirements: Step 2 Sample Template Rules, Template Content Specification
Related_Bugs: N/A
Related_Test_Cases: CRM1.1P1US01.1_TC_003, CRM1.1P1US01.1_TC_005

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: File generation service, browser download capability
Performance_Baseline: Download initiation < 3 seconds
Data_Requirements: Step 2 page with template link

Prerequisites:

Setup_Requirements: Step 2 page displayed with template download link
User_Roles_Permissions: Marketing Operations Manager with download permissions
Test_Data: Browser download folder accessible
Prior_Test_Cases: CRM1.1P1US01.1_TC_003 must pass

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 2 CSV requirements	CSV Requirements panel displays correctly	From TC_003	Setup verification
2	Locate download template link	"Download sample CSV template" link with download icon visible	UI specification	Link identification
3	Verify link styling	Blue clickable link with download icon, proper hover effect	Design specification	Link appearance
4	Click "Download sample CSV template"	File download initiates immediately	N/A	Download trigger
5	Verify download notification	Browser shows download progress/completion notification	Browser behavior	Download feedback
6	Navigate to download folder	Downloaded file "contacts_template.csv" present	File system	File presence check
7	Open downloaded CSV file	File opens in default spreadsheet application (Excel/Sheets)	Downloaded file	File accessibility
8	Verify CSV headers	Headers: name,email,type,channel,stage,phone,company,position,address,tags	Template specification	Header accuracy
9	Verify required field samples	Alice Kumar,alice@techcorp.com,lead,Newsletter Signup,New Lead	User story sample data	Sample data accuracy
10	Verify sample record 2	Raj Singh,raj@finserve.com,prospect,Contact Us,Qualified Lead (MQL)	User story sample data	Multiple records
11	Verify sample record 3	Meera Sharma,meera@edutech.com,lead,Digital Maturity Assessment,Hot Lead (SQL)	User story sample data	Complete samples
12	Verify optional field samples	Phone: +91 9876543210, Company: TechCorp, Position: Manager	User story sample data	Optional field data
13	Verify file encoding	File saved as UTF-8 encoding (no character corruption)	Technical requirement	Encoding validation
14	Verify file size	Template file size reasonable (<50KB)	Performance requirement	File efficiency
15	Test multiple downloads	Link allows multiple downloads without errors	Repeatability test	Download reliability

Expected CSV Template Content:

name,email,type,channel,stage,phone,company,position,address,tags

Alice Kumar,alice@techcorp.com,lead,Newsletter Signup,New Lead,+91 9876543210,TechCorp,Manager,"123 Business Park, Mumbai",prospect,enterprise

Raj Singh,raj@finserve.com,prospect,Contact Us,Qualified Lead (MQL),+91 9123456789,FinServe Ltd,Sales Manager,"456 Corporate Ave, Delhi",lead,financial

Meera Sharma,meera@edutech.com,lead,Digital Maturity Assessment,Hot Lead (SQL),+91 9988776655,EduTech Solutions,Director,"789 Innovation St, Bangalore",qualified,education

Verification Points:

Primary_Verification: Template downloads successfully with accurate headers and sample data
Secondary_Verifications: UTF-8 encoding, proper file format, realistic sample data
Negative_Verification: No download failures, no corrupted data, no missing fields

Test Results (Template):

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record download behavior and file content]
Execution_Date: [Test execution date]
Executed_By: [Tester name]
Execution_Time: [Actual execution duration]
Defects_Found: [Bug IDs for download or content issues]
Screenshots_Logs: [Evidence of download and file content]

Execution Analytics:

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Planned

Test Relationships:

Blocking_Tests: CRM1.1P1US01.1_TC_003 must pass
Blocked_Tests: File upload validation tests
Parallel_Tests: Other Step 2 UI tests
Sequential_Tests: Template used in subsequent upload tests

Additional Information:

Notes: Template provides user guidance for proper CSV format
Edge_Cases: Different browsers, download folder permissions, antivirus interference
Risk_Areas: File generation service availability, encoding consistency
Security_Considerations: Template content security, download integrity

Missing Scenarios Identified:

Scenario_1: Template download with different user roles and permission levels
Type: Role-Based/Security
Rationale: Different roles may need different template content
Priority: P3
Scenario_2: Template download under slow network conditions
Type: Performance/Network
Rationale: Users may experience varying network speeds
Priority: P3

Test Case 5: File Upload Interface and Drag-Drop Functionality

Test Case ID: CRM1.1P1US01.1_TC_005
Title: Verify drag-and-drop file upload interface functionality and visual feedback
Created By: Hetal
Created Date: December 11, 2024
Version: 1.0

Classification:

Module/Feature: Bulk Import contacts
Test Type: Functional/UI
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Import-Service, UI, Upload, MOD-Import, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Smoke-Test-Results, Report-User-Acceptance, Report-Module-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-File-Upload, Drag-Drop-Interface, Happy-Path

Business Context:

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes

Role-Based Context:

User_Role: Marketing Operations Manager
Permission_Level: Full file upload access
Role_Restrictions: Cannot upload non-CSV files
Multi_Role_Scenario: No

Quality Metrics:

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 3 minutes
Reproducibility_Score: High
Data_Sensitivity: None
Failure_Impact: Critical

Coverage Tracking:

Feature_Coverage: 100% of upload interface functionality
Integration_Points: File Upload Service, Browser File API
Code_Module_Mapped: CRM File Upload Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Smoke-Test-Results, User-Acceptance, Module-Coverage, Engineering
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability:

Related_Requirements: Step 2 Upload Interface Rules, File Browser Rules, Button State Rules
Related_Bugs: N/A
Related_Test_Cases: CRM1.1P1US01.1_TC_004, CRM1.1P1US01.1_TC_006

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Browser file API, file upload service
Performance_Baseline: UI response < 1 second
Data_Requirements: Step 2 page loaded

Prerequisites:

Setup_Requirements: Step 2 upload interface displayed
User_Roles_Permissions: Marketing Operations Manager with upload permissions
Test_Data: Valid CSV file ready for testing
Prior_Test_Cases: CRM1.1P1US01.1_TC_003 must pass

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 2 upload interface	Upload CSV File page displays with all components	From previous tests	Setup verification
2	Locate upload zone	Large dashed border area visible for drag-and-drop	UI specification	Upload zone identification
3	Verify upload icon	Upload arrow icon (↑) centered in upload zone	Design specification	Visual element check
4	Verify primary instruction text	"Drop your CSV file here" displayed as main instruction	Exact text from user story	Primary guidance
5	Verify secondary instruction text	"or click to browse files" shown as alternative action	Exact text from user story	Alternative guidance
6	Verify Choose File button	Blue "Choose File" button below secondary text	Button specification	Action button presence
7	Verify initial button states	Back button enabled, Import Contacts button disabled (grey)	Initial state rules	Button state validation
8	Test drag-over effect	Dragging CSV file over upload zone highlights border	contacts_valid.csv	Visual feedback
9	Test drag-leave effect	Moving file away from zone removes highlight	N/A	Interaction feedback
10	Test file drop functionality	Dropping CSV file initiates upload process	contacts_valid.csv	Drop upload trigger
11	Test Choose File button click	Clicking button opens file browser dialog	N/A	Browser dialog trigger
12	Verify file browser filter	File dialog shows only CSV files (.csv)	File browser	Format filtering
13	Test file selection	Selecting CSV file closes dialog and begins upload	contacts_valid.csv	File selection flow
14	Verify upload feedback	Upload zone shows file name and success indicator	Selected file	Upload confirmation
15	Verify button state change	Import Contacts button becomes enabled (blue) after successful upload	N/A	State transition

Verification Points:

Primary_Verification: Drag-and-drop and file browser both successfully upload CSV files
Secondary_Verifications: Visual feedback, button states, file filtering, upload confirmation
Negative_Verification: No upload errors, proper file type filtering, correct state management

Test Results (Template):

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record upload behavior and visual states]
Execution_Date: [Test execution date]
Executed_By: [Tester name]
Execution_Time: [Actual execution duration]
Defects_Found: [Bug IDs for upload interface issues]
Screenshots_Logs: [Evidence of upload interface behavior]

Execution Analytics:

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Planned

Test Relationships:

Blocking_Tests: CRM1.1P1US01.1_TC_003 must pass
Blocked_Tests: File validation and processing tests
Parallel_Tests: Template download tests
Sequential_Tests: Leads to file validation testing

Additional Information:

Notes: Critical user interaction point for file upload workflow
Edge_Cases: Large files, network interruption, browser compatibility
Risk_Areas: File upload reliability, drag-drop browser support, state management
Security_Considerations: File type validation, upload size limits

Missing Scenarios Identified:

Scenario_1: Multiple file drag-and-drop handling (should reject multiple files)
Type: Edge Case/Validation
Rationale: User story specifies single file upload only
Priority: P2
Scenario_2: Upload interface behavior on mobile devices with touch interaction
Type: Mobile/Touch Interface
Rationale: Responsive design requirements for mobile users
Priority: P3

Test Case 6: Valid CSV File Upload and Validation Success

Test Case ID: CRM1.1P1US01.1_TC_006
Title: Verify successful upload of valid CSV file with all required fields and proper validation
Created By: Hetal
Created Date: December 11, 2024
Version: 1.0

Classification:

Module/Feature: Bulk Import contacts
Test Type: Functional/Upload
Test Level: Integration
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Import-Service, Upload, Validation, MOD-Import, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Smoke-Test-Results, Report-Module-Coverage, Report-Integration-Testing, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-File-Validation, CSV-Processing, Happy-Path

Business Context:

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Role-Based Context:

User_Role: Marketing Operations Manager
Permission_Level: Full file upload and validation access
Role_Restrictions: Cannot bypass validation rules
Multi_Role_Scenario: No

Quality Metrics:

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 3 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking:

Feature_Coverage: 100% of valid file upload flow
Integration_Points: File Upload Service, Validation Engine, CSV Parser
Code_Module_Mapped: CRM File Upload and Validation Modules
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Smoke-Test-Results, Module-Coverage, Integration-Testing, Engineering
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability:

Related_Requirements: File Upload Success Rules, Header Validation Rules, Button State Rules
Related_Bugs: N/A
Related_Test_Cases: CRM1.1P1US01.1_TC_005, CRM1.1P1US01.1_TC_010

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: File upload service, CSV validation engine
Performance_Baseline: Upload processing < 5 seconds
Data_Requirements: Valid CSV file with user story sample data

Prerequisites:

Setup_Requirements: Step 2 upload interface ready
User_Roles_Permissions: Marketing Operations Manager with validation access
Test_Data: Valid CSV file prepared with sample data
Prior_Test_Cases: CRM1.1P1US01.1_TC_005 must pass

Test Data: Valid CSV file (contacts_valid.csv):

name,email,type,channel,stage,phone,company,position,address,tags

Alice Kumar,alice@techcorp.com,lead,Newsletter Signup,New Lead,+91 9876543210,TechCorp,Manager,"123 Business Park, Mumbai",prospect,enterprise

Raj Singh,raj@finserve.com,prospect,Contact Us,Qualified Lead (MQL),+91 9123456789,FinServe Ltd,Sales Manager,"456 Corporate Ave, Delhi",lead,financial

Meera Sharma,meera@edutech.com,lead,Digital Maturity Assessment,Hot Lead (SQL),+91 9988776655,EduTech Solutions,Director,"789 Innovation St, Bangalore",qualified,education

Priya Patel,priya@startup.com,customer,Get Custom Quote,Customer (Won/Lost),+91 9876543211,StartupCorp,CEO,"321 Tech Hub, Pune",customer,startup

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 2 upload interface	Upload zone displays correctly with all elements	From TC_005	Interface setup
2	Prepare valid CSV file	File contains all required headers and sample data	contacts_valid.csv	Data preparation
3	Click "Choose File" button	File browser dialog opens filtered for CSV files	N/A	File selection initiation
4	Select valid CSV file	File browser allows selection of contacts_valid.csv	contacts_valid.csv	File selection
5	Confirm file selection	File dialog closes, upload processing begins	Selected file	Upload initiation
6	Verify upload progress	Visual feedback shows file being processed	N/A	Progress indication
7	Verify file upload status	"contacts_valid.csv is ready for import" status message displays	Uploaded filename	Upload confirmation
8	Verify file information display	Filename "contacts_valid.csv" and file size displayed below upload area	File metadata	File details display
9	Verify file size display	File size shown (e.g., "2.1 KB") next to filename	File size data	Size information
10	Verify record count estimation	"4 contacts detected" or similar count shown	CSV record count	Record estimation
11	Verify success visual indicators	Green checkmark or success icon displayed next to file info	Visual feedback	Success confirmation
12	Verify button state transition	Import Contacts button changes from disabled (grey) to enabled (blue)	Button state	State management
13	Verify replace file option	"Replace file" or "Upload different file" option available	UI option	File replacement
14	Test file replacement	Clicking replace allows selecting new file	Alternative CSV	Replacement functionality
15	Confirm final upload state	All validation passed, ready to proceed to processing	Final state	Readiness check

Verification Points:

Primary_Verification: Valid CSV file uploads successfully and passes all validation checks
Secondary_Verifications: File metadata display, record count accuracy, button state changes
Negative_Verification: No validation errors, no upload failures, proper state transitions

Test Results (Template):

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record upload behavior and validation results]
Execution_Date: [Test execution date]
Executed_By: [Tester name]
Execution_Time: [Actual execution duration]
Defects_Found: [Bug IDs for upload or validation issues]
Screenshots_Logs: [Evidence of successful upload and validation]

Execution Analytics:

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships:

Blocking_Tests: CRM1.1P1US01.1_TC_005 must pass
Blocked_Tests: Processing and duplicate detection tests
Parallel_Tests: Error validation tests
Sequential_Tests: Leads to Step 3 processing tests

Additional Information:

Notes: Foundation test for successful import workflow
Edge_Cases: Exact file size limits, character encoding variations
Risk_Areas: File validation accuracy, upload reliability, state persistence
Security_Considerations: File content validation, malicious file prevention

Missing Scenarios Identified:

Scenario_1: Upload behavior with maximum allowed file size (10MB boundary)
Type: Boundary/Performance
Rationale: User story specifies 10MB limit as critical business rule
Priority: P1
Scenario_2: Upload validation with special characters in contact names and addresses
Type: Data/Internationalization
Rationale: Indian names and addresses may contain special characters
Priority: P2

Test Case 7: File Format Validation and Rejection Handling

Test Case ID: CRM1.1P1US01.1_TC_007
Title: Verify system correctly rejects non-CSV file formats with appropriate error messaging
Created By: Hetal
Created Date: December 11, 2024
Version: 1.0

Classification:

Module/Feature: Bulk Import contacts
Test Type: Functional/Negative
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Negative, Import-Service, Validation, Security, MOD-Import, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Security-Validation, Report-Regression-Coverage, Report-Module-Coverage, Customer-All, Risk-High, Business-High, Revenue-Impact-Medium, Integration-File-Validation, Format-Security, Negative

Business Context:

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Role-Based Context:

User_Role: Marketing Operations Manager
Permission_Level: Standard file upload validation
Role_Restrictions: Cannot override file format restrictions
Multi_Role_Scenario: No

Quality Metrics:

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: High

Coverage Tracking:

Feature_Coverage: 100% of file format validation
Integration_Points: File Validation Engine, Security Scanner
Code_Module_Mapped: CRM File Validation Security Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Security-Validation, Regression-Coverage, Module-Coverage, Engineering
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability:

Related_Requirements: File Format Validation Rules, Error Handling Rules, Security Requirements
Related_Bugs: N/A
Related_Test_Cases: CRM1.1P1US01.1_TC_006, CRM1.1P1US01.1_TC_008

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: File validation service, security scanner
Performance_Baseline: Validation response < 2 seconds
Data_Requirements: Various non-CSV test files

Prerequisites:

Setup_Requirements: Step 2 upload interface ready
User_Roles_Permissions: Marketing Operations Manager standard access
Test_Data: Non-CSV files prepared for testing
Prior_Test_Cases: CRM1.1P1US01.1_TC_005 must pass

Test Data: Test files for format validation:

contacts.txt (Text file with CSV data)
contacts.xlsx (Excel file with contact data)
contacts.pdf (PDF file with contact information)
contacts.docx (Word document with contact list)
malicious.exe (Executable file)
contacts.json (JSON file with contact data)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 2 upload interface	Upload interface displays correctly	From previous tests	Setup verification
2	Attempt to upload .txt file	File browser may allow selection but system rejects	contacts.txt	Text file rejection
3	Verify .txt file error message	Error: "Invalid file format. Please upload a CSV file."	Error specification	Text format error
4	Verify button remains disabled	Import Contacts button stays disabled (grey)	Button state	State consistency
5	Attempt to upload .xlsx file	System rejects Excel file format	contacts.xlsx	Excel rejection
6	Verify .xlsx error message	Error: "Invalid file format. Please upload a CSV file."	Error specification	Excel format error
7	Attempt to upload .pdf file	System rejects PDF file format	contacts.pdf	PDF rejection
8	Verify .pdf error message	Error: "Invalid file format. Please upload a CSV file."	Error specification	PDF format error
9	Attempt to upload .docx file	System rejects Word document format	contacts.docx	Word rejection
10	Verify .docx error message	Error: "Invalid file format. Please upload a CSV file."	Error specification	Word format error
11	Attempt to upload .exe file	System blocks executable file for security	malicious.exe	Security validation
12	Verify .exe security error	Error: "Invalid file format. Please upload a CSV file." or security warning	Security response	Executable blocking
13	Attempt to upload .json file	System rejects JSON format	contacts.json	JSON rejection
14	Verify error message consistency	All format errors show consistent messaging	Error messages	Message consistency
15	Test error recovery	Upload valid CSV after errors to verify system recovers	contacts_valid.csv	Recovery validation

Verification Points:

Primary_Verification: All non-CSV file formats are rejected with appropriate error messages
Secondary_Verifications: Button state remains disabled, error messages are consistent and helpful
Negative_Verification: No file format bypass, no security vulnerabilities, no system crashes

Test Results (Template):

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record rejection behavior and error messages]
Execution_Date: [Test execution date]
Executed_By: [Tester name]
Execution_Time: [Actual execution duration]
Defects_Found: [Bug IDs for validation or security issues]
Screenshots_Logs: [Evidence of format validation and error handling]

Execution Analytics:

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships:

Blocking_Tests: CRM1.1P1US01.1_TC_005 must pass
Blocked_Tests: None (negative testing)
Parallel_Tests: Other validation error tests
Sequential_Tests: Follows successful upload testing

Additional Information:

Notes: Critical security validation to prevent malicious file uploads
Edge_Cases: Files with multiple extensions, masked file types, corrupted files
Risk_Areas: Security bypass attempts, file type spoofing, validation accuracy
Security_Considerations: Malware prevention, file content inspection, extension validation

Missing Scenarios Identified:

Scenario_1: File type spoofing attempts (e.g., .exe renamed to .csv)
Type: Security/Malicious
Rationale: Security requirement to prevent malicious file uploads
Priority: P1
Scenario_2: Files with double extensions (e.g., contacts.csv.exe)
Type: Security/Edge Case
Rationale: Common malware technique to bypass validation
Priority: P2

Test Case 8: File Size Limit Validation and Boundary Testing

Test Case ID: CRM1.1P1US01.1_TC_008
Title: Verify 10MB file size limit enforcement with boundary testing and appropriate error handling
Created By: Hetal
Created Date: December 11, 2024
Version: 1.0

Classification:

Module/Feature: Bulk Import contacts
Test Type: Functional/Boundary
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Boundary, Import-Service, Validation, Performance, MOD-Import, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Performance-Metrics, Report-Regression-Coverage, Report-Module-Coverage, Customer-Enterprise, Risk-High, Business-High, Revenue-Impact-Medium, Integration-File-Processing, Size-Limits, Boundary

Business Context:

Customer_Segment: Enterprise
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Role-Based Context:

User_Role: Marketing Operations Manager
Permission_Level: Standard file size limitations
Role_Restrictions: Cannot override file size limits
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100% of file size validation
Integration_Points: File Processing Service, Storage Validation
Code_Module_Mapped: CRM File Size Validation Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Performance-Metrics, Regression-Coverage, Module-Coverage, Engineering
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability:

Related_Requirements: File Size Limits (10MB max), General Import Rules, Error Handling Rules
Related_Bugs: N/A
Related_Test_Cases: CRM1.1P1US01.1_TC_007, CRM1.1P1US01.1_TC_009

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: File processing service, storage validation
Performance_Baseline: Size validation < 3 seconds
Data_Requirements: Files of varying sizes for boundary testing

Prerequisites:

Setup_Requirements: Step 2 upload interface ready
User_Roles_Permissions: Marketing Operations Manager standard access
Test_Data: Test files prepared at different sizes
Prior_Test_Cases: CRM1.1P1US01.1_TC_006 must pass

Test Data: Size-based test files:

small_file_1mb.csv (1MB CSV file with ~10,000 contacts)
medium_file_5mb.csv (5MB CSV file with ~50,000 contacts)
boundary_file_10mb.csv (Exactly 10MB CSV file at size limit)
oversized_file_11mb.csv (11MB CSV file exceeding limit)
large_file_15mb.csv (15MB CSV file well over limit)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 2 upload interface	Upload interface displays correctly	From previous tests	Setup verification
2	Upload 1MB CSV file	File uploads successfully without size warnings	small_file_1mb.csv	Small file acceptance
3	Verify small file success	File accepted, Import Contacts button enabled	N/A	Normal size processing
4	Upload 5MB CSV file	File uploads successfully with normal processing	medium_file_5mb.csv	Medium file acceptance
5	Verify medium file success	File accepted, processing indicator shows progress	N/A	Medium size processing
6	Upload exactly 10MB file	File uploads successfully at boundary limit	boundary_file_10mb.csv	Boundary acceptance
7	Verify boundary file success	File accepted with message "File size: 10.0 MB"	File size display	Boundary validation
8	Attempt 11MB file upload	System rejects file before/during upload	oversized_file_11mb.csv	Size limit enforcement
9	Verify 11MB rejection error	Error: "File size exceeds 10MB limit. Please upload a smaller file."	Error specification	Size error messaging
10	Verify button remains disabled	Import Contacts button stays disabled after size error	Button state	State consistency
11	Attempt 15MB file upload	System blocks upload immediately	large_file_15mb.csv	Large size blocking
12	Verify large file error	Same error message with size guidance	Error specification	Consistent error handling
13	Test error recovery	Upload valid size file after error to verify recovery	small_file_1mb.csv	Recovery validation
14	Verify recovery success	System clears error and accepts valid file	N/A	Error state clearing
15	Verify file size display accuracy	Uploaded files show correct size information	File metadata	Size display accuracy

Verification Points:

Primary_Verification: 10MB file size limit strictly enforced with files above limit rejected
Secondary_Verifications: Boundary files accepted, clear error messaging, system recovery
Negative_Verification: No size limit bypass, no system crashes with large files

Test Results (Template):

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record size validation behavior and error handling]
Execution_Date: [Test execution date]
Executed_By: [Tester name]
Execution_Time: [Actual execution duration]
Defects_Found: [Bug IDs for size validation issues]
Screenshots_Logs: [Evidence of size validation and error messages]

Execution Analytics:

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships:

Blocking_Tests: CRM1.1P1US01.1_TC_006 must pass
Blocked_Tests: Large file performance tests
Parallel_Tests: Format validation tests
Sequential_Tests: Leads to content validation tests

Additional Information:

Notes: Critical business rule for system performance and storage management
Edge_Cases: Files exactly at limit, compressed files, network interruption during upload
Risk_Areas: Storage capacity, processing performance, memory usage
Security_Considerations: DoS prevention, resource consumption limits

Missing Scenarios Identified:

Scenario_1: File size validation with network interruption during large file upload
Type: Performance/Network
Rationale: Large files may fail due to network issues, requiring proper error handling
Priority: P2
Scenario_2: Multiple users uploading maximum size files simultaneously
Type: Performance/Concurrency
Rationale: System should handle concurrent large uploads without degradation
Priority: P3

Test Case 9: Required Fields Header Validation

Test Case ID: CRM1.1P1US01.1_TC_009
Title: Verify CSV validation for missing required field headers with specific error messaging
Created By: Hetal
Created Date: December 11, 2024
Version: 1.0

Classification:

Module/Feature: Bulk Import contacts
Test Type: Functional/Negative
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Negative, Import-Service, Validation, Headers, MOD-Import, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Regression-Coverage, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Header-Validation, CSV-Parsing, Negative

Business Context:

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Role-Based Context:

User_Role: Marketing Operations Manager
Permission_Level: Standard validation access
Role_Restrictions: Cannot bypass required field validation
Multi_Role_Scenario: No

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 header validation scenarios
Integration_Points: CSV Parser, Validation Engine, Error Reporter
Code_Module_Mapped: CRM Header Validation Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: QA
Report_Categories: Quality-Dashboard, Regression-Coverage, Module-Coverage, User-Acceptance, QA
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability:

Related_Requirements: Required Fields Rules, Header Validation Rules, Error Handling Rules
Related_Bugs: N/A
Related_Test_Cases: CRM1.1P1US01.1_TC_008, CRM1.1P1US01.1_TC_029

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: CSV parser, header validation service
Performance_Baseline: Header validation < 2 seconds
Data_Requirements: CSV files with missing headers

Prerequisites:

Setup_Requirements: Step 2 upload interface ready
User_Roles_Permissions: Marketing Operations Manager standard access
Test_Data: CSV files with various missing header combinations
Prior_Test_Cases: CRM1.1P1US01.1_TC_006 must pass

Test Data: CSV files with missing required headers:

Missing Name header:

email,type,channel,stage,phone

alice@techcorp.com,lead,Newsletter Signup,New Lead,+91 9876543210

Missing Email header:

name,type,channel,stage,phone

Alice Kumar,lead,Newsletter Signup,New Lead,+91 9876543210

Missing multiple required headers (Type, Channel, Stage):

name,email,phone,company

Alice Kumar,alice@techcorp.com,+91 9876543210,TechCorp

Missing all required headers:

phone,company,position,address,tags

+91 9876543210,TechCorp,Manager,"123 Business Park, Mumbai",prospect

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 2 upload interface	Upload interface displays correctly	From previous tests	Setup verification
2	Upload CSV missing Name header	System detects missing required header	CSV without name	Header validation
3	Verify Name header error	Error: "Missing required headers: Name"	Error specification	Specific error message
4	Verify button state remains disabled	Import Contacts button stays disabled (grey)	Button state	State consistency
5	Upload CSV missing Email header	System detects missing email header	CSV without email	Email validation
6	Verify Email header error	Error: "Missing required headers: Email"	Error specification	Email specific error
7	Upload CSV missing Type header	System detects missing type header	CSV without type	Type validation
8	Verify Type header error	Error: "Missing required headers: Type"	Error specification	Type specific error
9	Upload CSV missing Channel header	System detects missing channel header	CSV without channel	Channel validation
10	Verify Channel header error	Error: "Missing required headers: Channel"	Error specification	Channel specific error
11	Upload CSV missing Stage header	System detects missing stage header	CSV without stage	Stage validation
12	Verify Stage header error	Error: "Missing required headers: Stage"	Error specification	Stage specific error
13	Upload CSV missing multiple headers	System detects all missing required headers	CSV missing 3 fields	Multiple validation
14	Verify multiple header error	Error: "Missing required headers: Type, Channel, Stage"	Multiple error listing	Comprehensive error
15	Upload valid CSV after errors	Error clears, upload succeeds with all required headers	Valid CSV	Error recovery

Verification Points:

Primary_Verification: All missing required headers are detected and reported with specific error messages
Secondary_Verifications: Error messages list specific missing fields, button remains disabled
Negative_Verification: No header validation bypass, proper error recovery

Test Results (Template):

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record header validation behavior and error messages]
Execution_Date: [Test execution date]
Executed_By: [Tester name]
Execution_Time: [Actual execution duration]
Defects_Found: [Bug IDs for header validation issues]
Screenshots_Logs: [Evidence of header validation errors]

Execution Analytics:

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships:

Blocking_Tests: CRM1.1P1US01.1_TC_006 must pass
Blocked_Tests: Content validation tests
Parallel_Tests: File format validation tests
Sequential_Tests: Leads to field content validation

Additional Information:

Notes: Critical data quality checkpoint before processing
Edge_Cases: Headers with extra spaces, case sensitivity, special characters in headers
Risk_Areas: Parser accuracy, error message clarity, validation completeness
Security_Considerations: Header injection prevention, validation bypass attempts

Missing Scenarios Identified:

Scenario_1: Header validation with case sensitivity (Name vs name vs NAME)
Type: Data/Validation
Rationale: User story shows lowercase headers in template but validation may be case-sensitive
Priority: P2
Scenario_2: Header validation with extra whitespace or special characters
Type: Data/Edge Case
Rationale: Users may have formatting inconsistencies in their CSV files
Priority: P3

Test Case 10: Import Processing Display and Progress Tracking

Test Case ID: CRM1.1P1US01.1_TC_010
Title: Verify import processing screen displays correctly with progress indicators and status updates
Created By: Hetal
Created Date: December 11, 2024
Version: 1.0

Classification:

Module/Feature: Bulk Import contacts
Test Type: Functional/UI
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Import-Service, Processing, UI, MOD-Import, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Smoke-Test-Results, Report-User-Acceptance, Report-Module-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Processing-Engine, Progress-Tracking, Happy-Path

Business Context:

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes

Role-Based Context:

User_Role: Marketing Operations Manager
Permission_Level: Full processing visibility
Role_Restrictions: Cannot interrupt processing once started
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100% of processing screen functionality
Integration_Points: Processing Engine, Progress Tracker, Duplicate Detection
Code_Module_Mapped: CRM Import Processing Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Smoke-Test-Results, User-Acceptance, Module-Coverage, Engineering
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability:

Related_Requirements: Step 3 Navigation Restrictions, Processing Animation Rules, Progress Calculation Rules
Related_Bugs: N/A
Related_Test_Cases: CRM1.1P1US01.1_TC_006, CRM1.1P1US01.1_TC_011

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Processing engine, progress tracking service
Performance_Baseline: Processing initiation < 3 seconds
Data_Requirements: Valid CSV file uploaded from TC_006

Prerequisites:

Setup_Requirements: Valid CSV file uploaded and ready for processing
User_Roles_Permissions: Marketing Operations Manager processing access
Test_Data: contacts_valid.csv from TC_006
Prior_Test_Cases: CRM1.1P1US01.1_TC_006 must pass

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Complete valid CSV upload in Step 2	Import Contacts button enabled (blue)	From TC_006	Processing prerequisite
2	Click Import Contacts button	Navigation to Step 3 processing screen	N/A	Processing initiation
3	Verify progress indicator	"Step 3 of 5" highlighted, steps 1-2 show completed state (checkmarks)	Progress UI	Progress tracking
4	Verify page title	"Processing Import" displayed as main heading	Exact text	Page identification
5	Verify subtitle	"Analyzing contacts and detecting duplicates" shown below title	Exact text	Process description
6	Verify loading animation	Animated spinning icon (blue circular) centered above progress text	Animation spec	Visual feedback
7	Verify animation properties	Smooth rotation at 1-2 seconds per rotation, 48x48px size	Animation details	Animation quality
8	Verify initial status message	"Processing your import..." displayed below loading icon	Exact text	Initial status
9	Verify progress bar initialization	Progress bar starts at 0% with smooth animation	Progress tracking	Initial state
10	Monitor progress advancement	Progress advances in 5-10% increments with smooth transitions	Progress calculation	Progress updates
11	Verify navigation restrictions	Back button disabled, no forward navigation available	Navigation rules	Process protection
12	Verify session lock	Browser refresh shows warning about potential data loss	Session management	Data protection
13	Monitor 60% progress threshold	Status changes to "🔍 Scanning for duplicate contacts..." at 60%	Secondary status	Status transition
14	Verify secondary status styling	Blue color, smaller font, positioned below progress bar	Styling specification	Visual hierarchy
15	Monitor completion	Progress reaches 100% with 1-2 second pause before advancement	Completion rules	Auto-advancement

Verification Points:

Primary_Verification: Processing screen displays correctly with all required elements and smooth progress tracking
Secondary_Verifications: Animation quality, status transitions, navigation restrictions
Negative_Verification: No navigation bypass, no process interruption, proper session management

Test Results (Template):

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record processing display and progress behavior]
Execution_Date: [Test execution date]
Executed_By: [Tester name]
Execution_Time: [Actual execution duration]
Defects_Found: [Bug IDs for processing display issues]
Screenshots_Logs: [Evidence of processing screen and progress]

Execution Analytics:

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Planned

Test Relationships:

Blocking_Tests: CRM1.1P1US01.1_TC_006 must pass
Blocked_Tests: Duplicate detection and completion tests
Parallel_Tests: None (processing is sequential)
Sequential_Tests: Must precede duplicate review or completion

Additional Information:

Notes: Critical user feedback during potentially long processing time
Edge_Cases: Very large files, slow processing, network interruption
Risk_Areas: Progress accuracy, processing reliability, user experience
Security_Considerations: Process integrity, session security

Missing Scenarios Identified:

Scenario_1: Processing behavior with maximum file size (50,000 records)
Type: Performance/Scale
Rationale: User story specifies maximum capacity that should be tested
Priority: P1
Scenario_2: Processing interruption handling (network disconnection, browser crash)
Type: Error/Recovery
Rationale: Long processing times increase interruption risk
Priority: P2

Test Case 11: Processing Performance and Time Validation

Test Case ID: CRM1.1P1US01.1_TC_011
Title: Verify processing performance meets specified timeframes for different file sizes
Created By: Hetal
Created Date: December 11, 2024
Version: 1.0

Classification:

Module/Feature: Bulk Import contacts
Test Type: Performance
Test Level: System
Priority: P1-Critical
Execution Phase: Performance
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Performance, Import-Service, Processing, Timing, MOD-Import, P1-Critical, Phase-Performance, Type-Performance, Platform-Web, Report-Engineering, Report-Performance-Metrics, Report-Quality-Dashboard, Report-Module-Coverage, Report-Regression-Coverage, Customer-Enterprise, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Processing-Engine, Performance-Validation, Performance

Business Context:

Customer_Segment: Enterprise
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Role-Based Context:

User_Role: Marketing Operations Manager
Permission_Level: Standard processing performance
Role_Restrictions: Cannot accelerate processing
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100% of performance requirements
Integration_Points: Processing Engine, Performance Monitoring
Code_Module_Mapped: CRM Processing Performance Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Engineering
Report_Categories: Performance-Metrics, Quality-Dashboard, Module-Coverage, Regression-Coverage, Engineering
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability:

Related_Requirements: Processing Time Rules, Performance Optimization Rules
Related_Bugs: N/A
Related_Test_Cases: CRM1.1P1US01.1_TC_010, CRM1.1P1US01.1_TC_012

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Processing engine, performance monitoring
Performance_Baseline: Specified timeframes per file size
Data_Requirements: CSV files of varying sizes

Prerequisites:

Setup_Requirements: Performance monitoring tools enabled
User_Roles_Permissions: Marketing Operations Manager access
Test_Data: Multiple CSV files of different sizes prepared
Prior_Test_Cases: CRM1.1P1US01.1_TC_010 must pass

Test Data: Performance test files:

small_file_100_contacts.csv (100 contacts, ~50KB)
medium_file_1000_contacts.csv (1,000 contacts, ~500KB)
large_file_10000_contacts.csv (10,000 contacts, ~5MB)
maximum_file_50000_contacts.csv (50,000 contacts, ~10MB)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Start performance monitoring	Performance tools initialized	N/A	Monitoring setup
2	Process 100 contact file	Processing completes in 10-30 seconds	small_file_100_contacts.csv	Small file performance
3	Record actual processing time	Time falls within expected range (10-30 seconds)	Actual timing	Performance validation
4	Monitor system resources	Memory and CPU usage remain within acceptable limits	Resource metrics	Resource efficiency
5	Process 1,000 contact file	Processing completes in 30-90 seconds	medium_file_1000_contacts.csv	Medium file performance
6	Record medium file timing	Time falls within expected range (30-90 seconds)	Actual timing	Performance validation
7	Monitor progress bar accuracy	Progress bar reflects actual processing completion accurately	Progress tracking	Progress accuracy
8	Process 10,000 contact file	Processing completes in 1-5 minutes	large_file_10000_contacts.csv	Large file performance
9	Record large file timing	Time falls within expected range (1-5 minutes)	Actual timing	Performance validation
10	Monitor system stability	System remains stable during large file processing	System metrics	Stability verification
11	Process maximum file (50,000)	Processing completes within 10 minutes	maximum_file_50000_contacts.csv	Maximum capacity
12	Record maximum file timing	Time falls within maximum limit (10 minutes)	Actual timing	Capacity validation
13	Verify no performance degradation	Each subsequent file processes within expected timeframes	All test files	Performance consistency
14	Monitor memory usage	Memory consumption remains reasonable throughout	Memory metrics	Resource management
15	Verify UI responsiveness	User interface remains responsive during processing	User interaction	UI performance

Performance Baselines from User Story:

Small Files (<100 contacts): 10-30 seconds
Medium Files (100-1000 contacts): 30-90 seconds
Large Files (1000-10000 contacts): 1-5 minutes
Maximum Files (10000+ contacts): Up to 10 minutes

Verification Points:

Primary_Verification: All file sizes process within specified time limits
Secondary_Verifications: System stability, resource usage, UI responsiveness
Negative_Verification: No performance degradation, no memory leaks, no timeouts

Test Results (Template):

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual processing times and performance metrics]
Execution_Date: [Test execution date]
Executed_By: [Tester name]
Execution_Time: [Total test duration]
Defects_Found: [Bug IDs for performance issues]
Screenshots_Logs: [Performance monitoring evidence]

Execution Analytics:

Execution_Frequency: Weekly
Maintenance_Effort: High
Automation_Candidate: Yes

Test Relationships:

Blocking_Tests: CRM1.1P1US01.1_TC_010 must pass
Blocked_Tests: Large-scale duplicate detection tests
Parallel_Tests: None (performance testing requires isolation)
Sequential_Tests: Performance baseline for other tests

Additional Information:

Notes: Critical SLA validation for user experience
Edge_Cases: System load, network latency, concurrent processing
Risk_Areas: Performance degradation, resource exhaustion, timeout failures
Security_Considerations: DoS prevention, resource limits

Missing Scenarios Identified:

Scenario_1: Concurrent user processing performance impact
Type: Performance/Concurrency
Rationale: Multiple Marketing Operations Managers may import simultaneously
Priority: P2
Scenario_2: Processing performance under various system loads
Type: Performance/Load
Rationale: System performance may vary based on overall system usage
Priority: P3

Test Case 12: Duplicate Review Interface Display and KPI Cards

Test Case ID: CRM1.1P1US01.1_TC_012
Title: Verify duplicate review screen displays all components correctly with accurate KPI tracking
Created By: Hetal
Created Date: December 11, 2024
Version: 1.0

Classification:

Module/Feature: Bulk Import contacts
Test Type: Functional/UI
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Import-Service, Duplicates, UI, MOD-Import, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Smoke-Test-Results, Report-User-Acceptance, Report-Module-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Duplicate-Detection, KPI-Tracking, Happy-Path

Business Context:

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes

Role-Based Context:

User_Role: Marketing Operations Manager
Permission_Level: Full duplicate review and resolution access
Role_Restrictions: Cannot modify duplicate detection algorithm
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100% of duplicate review interface
Integration_Points: Duplicate Detection Engine, KPI Calculator, Filter System
Code_Module_Mapped: CRM Duplicate Review Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Smoke-Test-Results, User-Acceptance, Module-Coverage, Product
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability:

Related_Requirements: Step 4 KPI Cards Rules, Summary Statistics Display, Filter Interface Rules
Related_Bugs: N/A
Related_Test_Cases: CRM1.1P1US01.1_TC_011, CRM1.1P1US01.1_TC_013

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Duplicate detection engine, KPI calculation service
Performance_Baseline: Interface load < 3 seconds
Data_Requirements: CSV with duplicate scenarios processed

Prerequisites:

Setup_Requirements: Processing completed with duplicates detected
User_Roles_Permissions: Marketing Operations Manager duplicate resolution access
Test_Data: CSV file with known duplicate patterns
Prior_Test_Cases: CRM1.1P1US01.1_TC_011 must pass with duplicates found

Test Data: CSV with duplicate scenarios (contacts_with_duplicates.csv):

name,email,type,channel,stage,phone,company,position,address,tags

Alice Kumar,alice@techcorp.com,lead,Newsletter Signup,New Lead,+91 9876543210,TechCorp,Manager,"123 Business Park, Mumbai",prospect,enterprise

A. Kumar,alice@techcorp.com,lead,Newsletter Signup,New Lead,+91 9876543211,TechCorp,Director,"123 Business Park, Mumbai",prospect,enterprise

Raj Singh,raj@finserve.com,prospect,Contact Us,Qualified Lead (MQL),+91 9123456789,FinServe Ltd,Manager,"456 Corporate Ave, Delhi",lead,financial

Raj Singh,raj.singh@finserve.com,prospect,Contact Us,Qualified Lead (MQL),+91 9123456789,FinServe Ltd,Manager,"456 Corporate Ave, Delhi",lead,financial

Meera Sharma,meera@edutech.com,lead,Digital Maturity Assessment,Hot Lead (SQL),+91 9988776655,EduTech Solutions,Director,"789 Innovation St, Bangalore",qualified,education

Priya Sharma,meera@edutech.com,lead,Digital Maturity Assessment,Hot Lead (SQL),+91 9988776656,EduTech Solutions,Manager,"789 Innovation St, Bangalore",qualified,education

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Complete processing with duplicates found	Advancement to Step 4 duplicate review	From TC_011 with duplicates	Setup condition
2	Verify progress indicator	"Step 4 of 5" highlighted, steps 1-3 show completed state	Progress UI	Progress tracking
3	Verify page title	"Review Duplicate Contacts" displayed as main heading	Exact text	Page identification
4	Verify summary text	"12 duplicates remaining to review. 0 merged, 0 skipped." format	Dynamic text	Summary display
5	Verify KPI cards layout	Three horizontal cards: Merged, Skipped, Remaining	Card layout	KPI structure
6	Verify Merged card	Card shows "0", green color scheme (#22c55e), "Merged" label	Initial state	Merged tracking
7	Verify Skipped card	Card shows "0", orange color scheme (#f97316), "Skipped" label	Initial state	Skipped tracking
8	Verify Remaining card	Card shows total duplicates found, blue color scheme (#3b82f6), "Remaining" label	Duplicate count	Remaining tracking
9	Verify filter cards layout	Four horizontal filter cards below KPI cards	Filter layout	Filter structure
10	Verify Exact Matches filter	Red card showing exact match count, "Exact Matches" label	Match data	Exact filter
11	Verify Email Matches filter	Orange card showing email match count, "Email Matches" label	Match data	Email filter
12	Verify Phone Matches filter	Yellow card showing phone match count, "Phone Matches" label	Match data	Phone filter
13	Verify Name/Company filter	Blue card showing name+company match count, "Name/Company" label	Match data	Name/Company filter
14	Verify filter dropdown	"Filter by match type: All (X)" dropdown with total count	Filter interface	Dropdown filter
15	Verify navigation buttons	Back button enabled, "Process Import (X remaining)" button disabled	Initial state	Button states

Verification Points:

Primary_Verification: All interface components display correctly with accurate counts and proper styling
Secondary_Verifications: KPI cards show correct colors, filter cards show accurate counts
Negative_Verification: No missing components, no count inaccuracies, proper button states

Test Results (Template):

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record interface display and count accuracy]
Execution_Date: [Test execution date]
Executed_By: [Tester name]
Execution_Time: [Actual execution duration]
Defects_Found: [Bug IDs for interface or counting issues]
Screenshots_Logs: [Evidence of duplicate review interface]

Execution Analytics:

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships:

Blocking_Tests: CRM1.1P1US01.1_TC_011 must pass with duplicates
Blocked_Tests: Duplicate resolution tests
Parallel_Tests: None (sequential review process)
Sequential_Tests: Must precede duplicate resolution

Additional Information:

Notes: Critical decision point for data quality management
Edge_Cases: No duplicates found, large number of duplicates, filter edge cases
Risk_Areas: Count accuracy, performance with many duplicates, UI responsiveness
Security_Considerations: Data privacy in duplicate display

Missing Scenarios Identified:

Scenario_1: Interface behavior when no duplicates are found (direct to Step 5)
Type: Edge Case/Flow
Rationale: User story mentions automatic advancement if no duplicates detected
Priority: P1
Scenario_2: Duplicate review with maximum file size (50,000 contacts with high duplicate rate)
Type: Performance/Scale
Rationale: Large datasets with many duplicates may impact interface performance
Priority: P2

Test Case 13: Duplicate Detection Algorithm Accuracy and Scoring

Test Case ID: CRM1.1P1US01.1_TC_013
Title: Verify duplicate detection algorithm accuracy with weighted scoring system (100%, 95%, 90%, 85%)
Created By: Hetal
Created Date: December 11, 2024
Version: 1.0

Classification:

Module/Feature: Bulk Import contacts
Test Type: Functional/Algorithm
Test Level: Integration
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Algorithm, Import-Service, Duplicates, Scoring, MOD-Import, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-Integration-Testing, Report-Regression-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Duplicate-Algorithm, Scoring-Engine, Algorithm

Business Context:

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Role-Based Context:

User_Role: Marketing Operations Manager
Permission_Level: Algorithm results visibility
Role_Restrictions: Cannot modify scoring weights
Multi_Role_Scenario: No

Quality Metrics:

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 8 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking:

Feature_Coverage: 100% of duplicate detection scenarios
Integration_Points: Duplicate Detection Algorithm, Scoring Engine, Matching Rules
Code_Module_Mapped: CRM Duplicate Detection Engine
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Module-Coverage, Integration-Testing, Regression-Coverage, Engineering
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability:

Related_Requirements: Match Score Calculation Rules, Business Rules for duplicate scenarios
Related_Bugs: N/A
Related_Test_Cases: CRM1.1P1US01.1_TC_012, CRM1.1P1US01.1_TC_014

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Duplicate detection algorithm, scoring engine
Performance_Baseline: Detection processing < 10 seconds
Data_Requirements: Curated CSV with specific duplicate scenarios

Prerequisites:

Setup_Requirements: Duplicate review interface loaded
User_Roles_Permissions: Marketing Operations Manager algorithm access
Test_Data: CSV with controlled duplicate scenarios
Prior_Test_Cases: CRM1.1P1US01.1_TC_012 must pass

Test Data: Curated duplicate scenarios with existing contacts:

Import CSV data:

name,email,type,channel,stage,phone,company,position

Alice Kumar,alice@techcorp.com,lead,Newsletter Signup,New Lead,+91 9876543210,TechCorp,Manager

A. Kumar,alice@techcorp.com,lead,Newsletter Signup,New Lead,+91 9876543211,TechCorp,Director

Raj Singh,raj@finserve.com,prospect,Contact Us,Qualified Lead (MQL),+91 9123456789,FinServe Ltd,Manager

Raj Singh,raj.singh@finserve.com,prospect,Contact Us,Qualified Lead (MQL),+91 9123456789,FinServe Ltd,Manager

Meera Sharma,meera@edutech.com,lead,Digital Maturity Assessment,Hot Lead (SQL),+91 9988776655,EduTech Solutions,Director

Priya Sharma,meera@edutech.com,lead,Digital Maturity Assessment,Hot Lead (SQL),+91 9988776656,EduTech Solutions,Manager

Existing contacts in CRM system:

Name: Alice Kumar, Email: alice@techcorp.com, Company: TechCorp, Position: Manager (for exact match testing)

Name: Raj Singh, Email: raj@company.com, Company: FinServe Ltd, Position: Sales Manager (for name+company match)

Name: Priya Sharma, Email: meera@edutech.com, Company: EduTech Solutions, Position: Director (for email match)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Process CSV with curated duplicate scenarios	Duplicate detection identifies all match types	Above CSV data	Algorithm testing setup
2	Verify exact match detection	Alice Kumar shows 100% match with red "exact" badge	Identical name+email	Perfect match validation
3	Verify exact match scoring	Confidence score displays as red dot with "100%"	Scoring display	Exact score verification
4	Verify email match detection	Contact with meera@edutech.com shows 95% match with orange "email" badge	Same email, different name	Email priority testing
5	Verify email match scoring	Confidence score displays as orange dot with "95%"	Scoring display	Email score verification
6	Verify phone match detection	Contacts with +91 9123456789 show 90% match with yellow "phone" badge	Identical phone number	Phone matching testing
7	Verify phone match scoring	Confidence score displays as yellow dot with "90%"	Scoring display	Phone score verification
8	Verify name+company match	Raj Singh with FinServe Ltd shows 85% match with blue "name company" badge	Same name and company	Combined matching testing
9	Verify name+company scoring	Confidence score displays as blue dot with "85%"	Scoring display	Name+company score verification
10	Verify filter card accuracy	Exact Matches card shows correct count of 100% matches	Filter count	Count accuracy verification
11	Verify email filter accuracy	Email Matches card shows correct count of 95% matches	Filter count	Email count verification
12	Verify phone filter accuracy	Phone Matches card shows correct count of 90% matches	Filter count	Phone count verification
13	Verify name/company filter accuracy	Name/Company card shows correct count of 85% matches	Filter count	Name/company count verification
14	Test filter functionality	Clicking each filter card shows only matching duplicate types	Filter interaction	Filter operation testing
15	Verify algorithm consistency	Running same data multiple times produces identical results	Same test data	Algorithm reliability

Expected Algorithm Results:

Exact Match (100%): Alice Kumar + alice@techcorp.com (identical name AND email)
Email Match (95%): meera@edutech.com matches (same email, different names)
Phone Match (90%): +91 9123456789 matches (same phone, different emails)
Name+Company Match (85%): Raj Singh + FinServe Ltd matches (same name and company, different emails)

Verification Points:

Primary_Verification: Algorithm correctly identifies and scores all duplicate types according to specification
Secondary_Verifications: Badge colors match scores, filter counts accurate, consistent results
Negative_Verification: No false positives, no missed duplicates, no incorrect scoring

Test Results (Template):

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record detection accuracy and scoring results]
Execution_Date: [Test execution date]
Executed_By: [Tester name]
Execution_Time: [Actual execution duration]
Defects_Found: [Bug IDs for algorithm or scoring issues]
Screenshots_Logs: [Evidence of detection results and scoring]

Execution Analytics:

Execution_Frequency: Per-Release
Maintenance_Effort: High
Automation_Candidate: Yes

Test Relationships:

Blocking_Tests: CRM1.1P1US01.1_TC_012 must pass
Blocked_Tests: Merge and skip functionality tests
Parallel_Tests: None (algorithm testing requires isolation)
Sequential_Tests: Foundation for resolution testing

Additional Information:

Notes: Core business logic for data quality management
Edge_Cases: Partial name matches, similar emails, international phone formats
Risk_Areas: Algorithm accuracy, scoring consistency, performance with large datasets
Security_Considerations: Data privacy in matching, algorithm tampering prevention

Missing Scenarios Identified:

Scenario_1: Algorithm performance with international data formats (phone numbers, addresses)
Type: Internationalization/Data
Rationale: User story includes Indian phone numbers and addresses requiring proper parsing
Priority: P2
Scenario_2: Algorithm behavior with edge cases (empty fields, special characters, very long names)
Type: Edge Case/Data Quality
Rationale: Real-world data contains inconsistencies requiring robust handling
Priority: P3

Test Case 14: Merge Functionality and Data Consolidation

Test Case ID: CRM1.1P1US01.1_TC_014
Title: Verify merge functionality consolidates contact data correctly following business rules
Created By: Hetal
Created Date: December 11, 2024
Version: 1.0

Classification:

Module/Feature: Bulk Import contacts
Test Type: Functional/Data
Test Level: Integration
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Import-Service, Merge, Data-Consolidation, MOD-Import, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-Integration-Testing, Report-Regression-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Data-Merge, Contact-Consolidation, Happy-Path

Business Context:

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Role-Based Context:

User_Role: Marketing Operations Manager
Permission_Level: Full merge operation access
Role_Restrictions: Cannot modify merge business rules
Multi_Role_Scenario: No

Quality Metrics:

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 6 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking:

Feature_Coverage: 100% of merge functionality
Integration_Points: Data Merge Engine, Contact Database, Audit System
Code_Module_Mapped: CRM Data Merge Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Module-Coverage, Integration-Testing, Regression-Coverage, Engineering
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability:

Related_Requirements: Merge Functionality Rules, Merge Process Rules, Merge Data Logic Rules
Related_Bugs: N/A
Related_Test_Cases: CRM1.1P1US01.1_TC_013, CRM1.1P1US01.1_TC_015

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Data merge engine, contact database, audit logging
Performance_Baseline: Merge operation < 3 seconds
Data_Requirements: Duplicate pair ready for merge testing

Prerequisites:

Setup_Requirements: Duplicate review screen with merge options available
User_Roles_Permissions: Marketing Operations Manager merge permissions
Test_Data: Specific duplicate pair with comprehensive data
Prior_Test_Cases: CRM1.1P1US01.1_TC_013 must pass

Test Data: Imported Contact for merge testing:

Name: Alice Kumar

Email: alice@techcorp.com, alice.kumar@techcorp.com

Phone: +91 9876543210

Company: TechCorp

Position: Senior Manager

Address: "123 Business Park, Mumbai"

Tags: prospect, enterprise, vip

Type: lead

Stage: New Lead

Existing Contact in system:

Name: Alice Kumar

Email: alice@techcorp.com

Phone: +91 9876543211

Company: TechCorp

Position: Manager

Address: "123 Business Park, Mumbai"

Tags: prospect, enterprise

Last Contact: 13 days ago

Type: lead

Channel: Contact Us

Stage: Qualified Lead (MQL)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to duplicate with merge option available	Duplicate pair displays with dark "Merge" button	Above test data	Setup verification
2	Review duplicate pair details	Both imported and existing contact details visible	Contact data	Data review
3	Click "Merge" button	Merge action executes immediately without confirmation	N/A	Merge trigger
4	Verify immediate UI response	Merged duplicate pair disappears from table instantly	N/A	UI responsiveness
5	Verify KPI counter updates	Merged count increases by 1 (green), Remaining count decreases by 1 (blue)	Counter tracking	Real-time updates
6	Verify data consolidation: emails	Merged contact contains both email addresses	alice@techcorp.com, alice.kumar@techcorp.com	Email combination
7	Verify data consolidation: phones	Both phone numbers retained in merged contact	+91 9876543210, +91 9876543211	Phone combination
8	Verify field priority: position	Imported contact's Position (Senior Manager) takes precedence	Senior Manager	Field precedence
9	Verify field priority: type/channel/stage	Imported contact's classification fields take precedence	lead, Newsletter Signup, New Lead	Classification priority
10	Verify unique data preservation	Unique tags from both contacts combined	prospect, enterprise, vip	Data preservation
11	Verify address handling	Imported contact address takes precedence if different	"123 Business Park, Mumbai"	Address priority
12	Verify historical data retention	Last contact date and history preserved from existing contact	13 days ago	History preservation
13	Verify audit trail creation	Merge action logged with timestamp, user, and details	System logging	Audit compliance
14	Verify merged contact accessibility	Can navigate to merged contact to verify data	Contact database	Data verification
15	Verify no data loss	All unique information from both contacts retained	Complete data set	Data integrity

Data Consolidation Rules (from user story):

Email Handling: Combine all unique email addresses
Field Priority: Imported contact data takes precedence for conflicting fields
Data Preservation: All unique information from both contacts is retained
Relationship Linking: Maintain existing relationships/history from original contact

Verification Points:

Primary_Verification: Data consolidation follows specified business rules with no data loss
Secondary_Verifications: UI updates correctly, counters accurate, audit trail created
Negative_Verification: No data corruption, no merge failures, no state inconsistencies

Test Results (Template):

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record merge behavior and data consolidation results]
Execution_Date: [Test execution date]
Executed_By: [Tester name]
Execution_Time: [Actual execution duration]
Defects_Found: [Bug IDs for merge or data issues]
Screenshots_Logs: [Evidence of merge operation and data consolidation]

Execution Analytics:

Execution_Frequency: Daily
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships:

Blocking_Tests: CRM1.1P1US01.1_TC_013 must pass
Blocked_Tests: Bulk merge operations, completion flow
Parallel_Tests: Skip functionality testing
Sequential_Tests: Leads to resolution completion testing

Additional Information:

Notes: Critical data integrity operation affecting customer relationships
Edge_Cases: Conflicting data types, circular relationships, data validation failures
Risk_Areas: Data loss, merge conflicts, relationship integrity, audit compliance
Security_Considerations: Data privacy, merge authorization, audit security

Missing Scenarios Identified:

Scenario_1: Merge operation rollback capability in case of data conflicts
Type: Error Recovery/Data Integrity
Rationale: Complex merges may require rollback if conflicts detected
Priority: P2
Scenario_2: Merge behavior with contacts having extensive relationship histories
Type: Data Complexity/Integration
Rationale: Contacts with many relationships require careful merge handling
Priority: P3

Test Case 15: Skip Functionality and Separate Record Maintenance

Test Case ID: CRM1.1P1US01.1_TC_015
Title: Verify skip functionality maintains separate contact records without consolidation
Created By: Hetal
Created Date: December 11, 2024
Version: 1.0

Classification:

Module/Feature: Bulk Import contacts
Test Type: Functional
Test Level: Integration
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Import-Service, Skip, Record-Separation, MOD-Import, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-Integration-Testing, Report-Regression-Coverage, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Contact-Creation, Record-Management, Happy-Path

Business Context:

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes

Role-Based Context:

User_Role: Marketing Operations Manager
Permission_Level: Full skip operation access
Role_Restrictions: Cannot modify skip business rules
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100% of skip functionality
Integration_Points: Contact Creation Service, Database, Audit System
Code_Module_Mapped: CRM Contact Creation Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Module-Coverage, Integration-Testing, Regression-Coverage, Engineering
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability:

Related_Requirements: Skip Functionality Rules, Skip Process Rules, Contact Creation Rules
Related_Bugs: N/A
Related_Test_Cases: CRM1.1P1US01.1_TC_014, CRM1.1P1US01.1_TC_016

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Contact creation service, database, audit logging
Performance_Baseline: Skip operation < 2 seconds
Data_Requirements: Duplicate pair ready for skip testing

Prerequisites:

Setup_Requirements: Duplicate review screen with skip options available
User_Roles_Permissions: Marketing Operations Manager skip permissions
Test_Data: Duplicate pair suitable for skip testing
Prior_Test_Cases: CRM1.1P1US01.1_TC_013 must pass

Test Data: Duplicate pair for skip testing:

Imported Contact:

Name: Raj Singh

Email: raj.singh@finserve.com

Phone: +91 9123456789

Company: FinServe Ltd

Position: Senior Manager

Type: prospect

Channel: Contact Us

Stage: Qualified Lead (MQL)

Existing Contact:

Name: Raj Singh

Email: raj@finserve.com

Phone: +91 9123456789

Company: FinServe Ltd

Position: Manager

Last Contact: 6 days ago

Type: prospect

Stage: New Lead

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to duplicate with skip option available	Duplicate pair displays with light "Skip" button	Above test data	Setup verification
2	Review duplicate pair for skip decision	Both contacts show potential for separate entities	Contact details	Decision context
3	Click "Skip" button	Skip action executes immediately without confirmation	N/A	Skip trigger
4	Verify immediate UI response	Skipped duplicate pair disappears from table instantly	N/A	UI responsiveness
5	Verify KPI counter updates	Skipped count increases by 1 (orange), Remaining count decreases by 1 (blue)	Counter tracking	Real-time updates
6	Verify no data consolidation	Both contacts remain as completely separate entities	N/A	No merge operation
7	Verify imported contact creation	New contact created with imported data exactly as provided	Imported contact data	Contact creation
8	Verify existing contact preservation	Existing contact remains unchanged in system	Existing contact data	Data preservation
9	Verify separate contact records	Both contacts can be found independently in contact database	Contact database	Record separation
10	Verify imported contact attributes	New contact has all imported fields: raj.singh@finserve.com, Senior Manager	Import data	Attribute accuracy
11	Verify existing contact attributes	Original contact retains all existing data: raj@finserve.com, Manager	Existing data	Preservation accuracy
12	Verify no relationship creation	No automatic relationship established between the contacts	Contact relationships	Independence
13	Verify audit trail creation	Skip action logged with timestamp, user, and contact IDs	System logging	Audit compliance
14	Verify future duplicate potential	Both contacts may appear as duplicates in future imports	Duplicate detection	Future implications
15	Verify contact accessibility	Both contacts accessible through normal CRM navigation	CRM interface	Accessibility check

Skip Business Rules (from user story):

No Merge: Skip action leaves both contacts as separate entities
Import Proceeds: Imported contact is added as new contact
Existing Unchanged: Existing contact remains unchanged in system
Duplicate Status: Both contacts may appear as potential duplicates in future

Verification Points:

Primary_Verification: Both contacts exist as separate entities with no data consolidation
Secondary_Verifications: UI updates correctly, counters accurate, audit trail created
Negative_Verification: No accidental merging, no data modification, no relationship creation

Test Results (Template):

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record skip behavior and contact separation results]
Execution_Date: [Test execution date]
Executed_By: [Tester name]
Execution_Time: [Actual execution duration]
Defects_Found: [Bug IDs for skip or separation issues]
Screenshots_Logs: [Evidence of skip operation and contact separation]

Execution Analytics:

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships:

Blocking_Tests: CRM1.1P1US01.1_TC_013 must pass
Blocked_Tests: Bulk skip operations, completion flow
Parallel_Tests: Merge functionality testing
Sequential_Tests: Alternative to merge for resolution completion

Additional Information:

Notes: Important option for maintaining data integrity when contacts are legitimately separate
Edge_Cases: Similar but distinct contacts, company reorganizations, name changes
Risk_Areas: Data duplication, future duplicate detection accuracy
Security_Considerations: Contact creation authorization, audit compliance

Missing Scenarios Identified:

Scenario_1: Skip decision guidance or recommendations based on duplicate confidence scores
Type: UX/Decision Support
Rationale: High confidence duplicates may warrant merge recommendations
Priority: P3
Scenario_2: Bulk skip operations for similar duplicate types
Type: Efficiency/Bulk Operations
Rationale: Users may want to skip all low-confidence duplicates quickly
Priority: P2

Test Case 16: Bulk Duplicate Resolution Operations

Test Case ID: CRM1.1P1US01.1_TC_016
Title: Verify bulk merge and skip operations for multiple duplicates with real-time counter updates
Created By: Hetal
Created Date: December 11, 2024
Version: 1.0

Classification:

Module/Feature: Bulk Import contacts
Test Type: Functional/Bulk
Test Level: Integration
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Bulk-Operations, Import-Service, Duplicates, Efficiency, MOD-Import, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Module-Coverage, Report-Integration-Testing, Report-User-Acceptance, Customer-Enterprise, Risk-Medium, Business-Medium, Revenue-Impact-Medium, Integration-Bulk-Processing, UI-Efficiency, Bulk-Operations

Business Context:

Customer_Segment: Enterprise
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Role-Based Context:

User_Role: Marketing Operations Manager
Permission_Level: Bulk operation access for efficiency
Role_Restrictions: Cannot bulk-approve without individual review
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100% of bulk operations functionality
Integration_Points: Bulk Processing Engine, UI State Management, Counter System
Code_Module_Mapped: CRM Bulk Operations Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Module-Coverage, Integration-Testing, User-Acceptance, Product
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability:

Related_Requirements: Bulk Operations from UI screenshots showing "12 selected" and bulk buttons
Related_Bugs: N/A
Related_Test_Cases: CRM1.1P1US01.1_TC_014, CRM1.1P1US01.1_TC_015

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Bulk processing engine, UI state management
Performance_Baseline: Bulk operations < 5 seconds
Data_Requirements: Multiple duplicate pairs for bulk testing

Prerequisites:

Setup_Requirements: Duplicate review with 12+ duplicates available
User_Roles_Permissions: Marketing Operations Manager bulk permissions
Test_Data: CSV with multiple duplicate scenarios
Prior_Test_Cases: CRM1.1P1US01.1_TC_013 must pass with multiple duplicates

Test Data: CSV with 12 duplicate pairs for bulk testing:

name,email,type,channel,stage,phone,company,position,address,tags

Alice Kumar,alice@techcorp.com,lead,Newsletter Signup,New Lead,+91 9876543210,TechCorp,Manager,"123 Business Park, Mumbai",prospect,enterprise

A. Kumar,alice@techcorp.com,lead,Newsletter Signup,New Lead,+91 9876543211,TechCorp,Director,"123 Business Park, Mumbai",prospect,enterprise

Raj Singh,raj@finserve.com,prospect,Contact Us,Qualified Lead (MQL),+91 9123456789,FinServe Ltd,Manager,"456 Corporate Ave, Delhi",lead,financial

Raj Singh,raj.singh@finserve.com,prospect,Contact Us,Qualified Lead (MQL),+91 9123456789,FinServe Ltd,Manager,"456 Corporate Ave, Delhi",lead,financial

[Additional 8 duplicate pairs following same pattern]

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to duplicate review with 12 duplicates	All 12 duplicate pairs displayed in table	Multiple duplicates	Bulk setup verification
2	Verify bulk selection UI	Master checkbox in table header, individual checkboxes per row	UI elements	Selection interface
3	Select first 3 duplicates using checkboxes	3 rows highlighted, counter shows "3 selected"	Individual selection	Selection functionality
4	Verify bulk action buttons	"Merge Selected" and "Skip Selected" buttons become enabled	Button states	Bulk action availability
5	Click "Merge Selected" button	Bulk merge dialog or immediate execution	Selected items	Bulk merge trigger
6	Verify bulk merge execution	All 3 selected duplicates processed simultaneously	N/A	Bulk processing
7	Verify KPI counter updates	Merged count increases by 3, Remaining decreases by 3	Counter tracking	Bulk counter updates
8	Verify processed rows removed	3 processed duplicate pairs disappear from table	UI updates	Table management
9	Select next 4 duplicates	Additional 4 rows selected and highlighted	Continued selection	Additional selection
10	Click "Skip Selected" button	Bulk skip operation for 4 selected duplicates	Selected items	Bulk skip trigger
11	Verify bulk skip execution	All 4 selected duplicates skipped simultaneously	N/A	Bulk skip processing
12	Verify KPI counter accuracy	Skipped count increases by 4, Remaining decreases by 4	Counter tracking	Skip counter updates
13	Use master checkbox	Select all remaining duplicates with master checkbox	Master selection	Mass selection
14	Verify completion state	When Remaining reaches 0, "Process Import" button enabled	Final state	Completion validation
15	Verify bulk operation efficiency	Bulk operations significantly faster than individual	Performance comparison	Efficiency validation

Verification Points:

Primary_Verification: Bulk operations process multiple duplicates efficiently with accurate counter updates
Secondary_Verifications: UI responsiveness, selection management, state consistency
Negative_Verification: No partial processing, no counter inaccuracies, no UI freezing

Test Results (Template):

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record bulk operation behavior and performance]
Execution_Date: [Test execution date]
Executed_By: [Tester name]
Execution_Time: [Actual execution duration]
Defects_Found: [Bug IDs for bulk operation issues]
Screenshots_Logs: [Evidence of bulk operations and counter updates]

Execution Analytics:

Execution_Frequency: Per-Release
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships:

Blocking_Tests: CRM1.1P1US01.1_TC_014 and TC_015 must pass
Blocked_Tests: Large-scale import completion tests
Parallel_Tests: None (bulk operations require isolation)
Sequential_Tests: Leads to completion flow testing

Additional Information:

Notes: Critical efficiency feature for large-scale data imports
Edge_Cases: Network interruption during bulk operations, browser performance limits
Risk_Areas: UI responsiveness, data consistency, partial operation failures
Security_Considerations: Bulk operation authorization, audit trail completeness

Missing Scenarios Identified:

Scenario_1: Bulk operation rollback capability if errors occur during processing
Type: Error Recovery/Data Safety
Rationale: Bulk operations affecting multiple records need robust error handling
Priority: P2
Scenario_2: Performance optimization for very large bulk operations (100+ duplicates)
Type: Performance/Scale
Rationale: Maximum file imports may generate hundreds of duplicates
Priority: P3

Test Case 17: Import Completion Summary and Statistics Validation

Test Case ID: CRM1.1P1US01.1_TC_017
Title: Verify import completion screen displays accurate summary statistics with mathematical validation
Created By: Hetal
Created Date: December 11, 2024
Version: 1.0

Classification:

Module/Feature: Bulk Import contacts
Test Type: Functional/UI
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, Import-Service, Completion, Statistics, MOD-Import, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Smoke-Test-Results, Report-User-Acceptance, Report-Module-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Statistics-Engine, Import-Analytics, Happy-Path

Business Context:

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Role-Based Context:

User_Role: Marketing Operations Manager
Permission_Level: Full import analytics access
Role_Restrictions: Cannot modify import statistics
Multi_Role_Scenario: No

Quality Metrics:

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 4 minutes
Reproduc### STEP 4: Review Duplicate Contacts

Test Case 12: Duplicate Review Interface Display and KPI Cards

Classification:

Module/Feature: Bulk Import contacts
Test Type: Functional/UI
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Business Context:

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes

Role-Based Context:

User_Role: Marketing Operations Manager
Permission_Level: Full duplicate review and resolution access
Role_Restrictions: Cannot modify duplicate detection algorithm
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100% of duplicate review interface
Integration_Points: Duplicate Detection Engine, KPI Calculator, Filter System
Code_Module_Mapped: CRM Duplicate Review Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Smoke-Test-Results, User-Acceptance, Module-Coverage, Product
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability:

Related_Requirements: Step 4 KPI Cards Rules, Summary Statistics Display, Filter Interface Rules
Related_Bugs: N/A
Related_Test_Cases: CRM1.1P1US01.1_TC_011, CRM1.1P1US01.1_TC_013

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Duplicate detection engine, KPI calculation service
Performance_Baseline: Interface load < 3 seconds
Data_Requirements: CSV with duplicate scenarios processed

Prerequisites:

Setup_Requirements: Processing completed with duplicates detected
User_Roles_Permissions: Marketing Operations Manager duplicate resolution access
Test_Data: CSV file with known duplicate patterns
Prior_Test_Cases: CRM1.1P1US01.1_TC_011 must pass with duplicates found