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Company Management System - CRM02P1US02

Test Case 1: Dashboard KPI Calculation and Real-Time Updates

Test Case Metadata

  • Test Case ID: CRM02P1US02_TC_001
  • Title: Verify Dashboard KPI Cards Calculate and Display Correct Metrics with Real-Time Updates
  • Created By: Hetal
  • Created Date: 2024-01-20
  • Version: 1.0

Classification

  • Module/Feature: Company Management System
  • Test Type: Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Smoke
  • Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Dashboard, Database, MOD-Dashboard, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Smoke-Test-Results, Report-Engineering, Report-QA, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Company-Database, KPI-Calculation, 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: Sales Manager
  • Permission_Level: Full Dashboard Access
  • Role_Restrictions: Cannot edit company data
  • Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

  • Feature_Coverage: 100% of KPI calculation logic
  • Integration_Points: Company Database, Contact Scoring System, Activity Timeline
  • Code_Module_Mapped: Dashboard Controller, KPI Service, Scoring Engine
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

  • Primary_Stakeholder: QA
  • Report_Categories: Quality-Dashboard, KPI-Coverage, Real-Time-Metrics
  • Trend_Tracking: Yes
  • Executive_Visibility: Yes
  • Customer_Impact_Level: High

Requirements Traceability

Test Environment

  • Environment: Staging
  • Browser/Version: Chrome 115+, Firefox 110+, Safari 16+
  • Device/OS: Windows 10/11, macOS 12+
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Company Database, Contact Scoring Service, Activity Timeline API
  • Performance_Baseline: Page load under 3 seconds, KPI calculations under 1 second
  • Data_Requirements: TECH001-TECH010 companies with varied scores and activity levels

Prerequisites

  • Setup_Requirements: Test database with standardized company dataset
  • User_Roles_Permissions: Sales Manager access level
  • Test_Data:
    • TECH001 (TechCorp Solutions, Score: 94, Status: Active, Last Activity: 2 days ago)
    • FIN001 (Financial Services Group, Score: 55, Status: Inactive, Last Activity: 95 days ago)
    • MFG001 (Global Manufacturing Co., Score: 92, Status: Active, Last Activity: 1 day ago)
    • ENR001 (Green Energy Solutions, Score: 68, Status: Prospect, Last Activity: 5 days ago)
    • EDU001 (Education Systems Inc., Score: 76, Status: Active, Last Activity: 3 days ago)
  • Prior_Test_Cases: None

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Companies dashboard URL

Dashboard loads successfully with all 4 KPI cards visible in header row

Valid Sales Manager credentials

Verify page structure matches user story layout

2

Verify Total Companies card display

Shows "5" as count with building icon and "All time" dropdown visible

5 active companies in test data

Count excludes archived/deleted companies per BR-KPI-1

3

Click Total Companies dropdown

Displays options: "All time", "Last 30 days", "Last 60 days", "Last 90 days"

Total Companies dropdown

Verify all time period filters available per AC-1

4

Select "Last 30 days" filter

KPI recalculates to show companies created in last 30 days

Time filter selection

Test dynamic filtering per BR-KPI-1

5

Verify At Risk card calculation

Shows "1" with warning triangle icon and "Review to prevent churn" message in red/orange color

FIN001 with score 55 (under 55 threshold)

Validates BR-KPI-2: score under 55 OR no activity 90+ days

6

Verify Open Opportunities card

Shows "3" with growth arrow icon and "Focus sales efforts here" message in green

TECH001(94), MFG001(92), EDU001(76) all 80+ scores

Validates BR-KPI-3: companies with scores 80+

7

Verify No Recent Activity card

Shows "1" with clock icon and "Re-engage before they go cold" message in yellow/amber

FIN001 with 95 days no activity

Validates BR-KPI-4: 90+ days no recorded activity

8

Click At Risk card

Main company list filters to show only FIN001

At Risk card click

Verify click-through filtering functionality

9

Verify filtered list accuracy

Company list displays only "Financial Services Group" with inactive status and score 55

FIN001 data

Confirm filter applied correctly

10

Click Open Opportunities card

Main list shows TECH001, MFG001, EDU001 (all scores 80+)

Open Opportunities filter

Verify high-scoring companies displayed

11

Click No Recent Activity card

List filters to show FIN001 (no activity 90+ days)

No Activity filter

Verify activity-based filtering

12

Click Total Companies card

Returns to full company list showing all 5 companies

Reset to full view

Verify filter reset functionality

13

Create new company via "Add Company"

New company TECH011 created with default Prospect status

TECH011 creation data

Test real-time KPI updates

14

Verify KPI real-time update

Total Companies count increases from 5 to 6 automatically

Real-time calculation

Validates real-time KPI recalculation

15

Update TECH011 score to 85

Open Opportunities count increases from 3 to 4

Score update to 85

Test dynamic score impact on KPIs

Verification Points

  • Primary_Verification: All KPI calculations match exact business rules from user story with real-time updates
  • Secondary_Verifications: Card colors match specifications, click-through filtering works, time period filters functional
  • Negative_Verification: Archived companies excluded from counts, invalid filter states handled gracefully

Test Results (Template)

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record actual KPI values: Total=, At Risk=, Open Opp=, No Activity=]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time taken]
  • Defects_Found: [Bug IDs if issues discovered]
  • Screenshots_Logs: [Evidence references]

Execution Analytics

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

Test Relationships

  • Blocking_Tests: None
  • Blocked_Tests: CRM02P1US02_TC_002, CRM02P1US02_TC_008
  • Parallel_Tests: None (requires clean data state)
  • Sequential_Tests: Must execute before company creation tests

Additional Information

  • Notes: KPI calculations are core business functionality requiring 100% accuracy
  • Edge_Cases: Companies created at midnight, bulk operations impact on real-time updates
  • Risk_Areas: Performance degradation with large datasets, calculation accuracy with concurrent users
  • Security_Considerations: Ensure KPI data reflects only companies user has permission to view

Missing Scenarios Identified

  • Scenario_1: KPI recalculation during bulk company import operations
  • Type: Integration
  • Rationale: Bulk operations could impact real-time KPI accuracy
  • Priority: P2
  • Scenario_2: KPI accuracy with concurrent user modifications
  • Type: Performance
  • Rationale: Multiple users updating companies simultaneously could cause calculation inconsistencies
  • Priority: P2




Test Case 2: Add New Company Modal - Complete Field Validation Workflow

Test Case Metadata

  • Test Case ID: CRM02P1US02_TC_002
  • Title: Verify Complete Add New Company Modal Workflow with All Field Validations and Business Rules
  • Created By: Hetal
  • Created Date: 2024-01-20
  • Version: 1.0

Classification

  • Module/Feature: Company Management System
  • Test Type: Functional
  • Test Level: Integration
  • Priority: P1-Critical
  • Execution Phase: Regression
  • Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Company-Creation, UI, MOD-Company-Creation, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Module-Coverage, Report-Regression-Coverage, Report-User-Acceptance, Report-Quality-Dashboard, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-Medium, Integration-Company-Database, Form-Validation, Happy-Path

Business Context

  • Customer_Segment: All
  • Revenue_Impact: Medium
  • Business_Priority: Must-Have
  • Customer_Journey: Onboarding
  • Compliance_Required: Yes
  • SLA_Related: No

Role-Based Context

  • User_Role: Sales Representative
  • Permission_Level: Company Creation Rights
  • Role_Restrictions: Cannot access advanced settings
  • Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

  • Feature_Coverage: 100% of company creation workflow
  • Integration_Points: Company Database, Validation Service, Email Verification, Address Validation
  • Code_Module_Mapped: Company Controller, Validation Service, Database Layer
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Test Environment

  • Environment: Staging
  • Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
  • Device/OS: Windows 10/11, macOS 12+
  • Screen_Resolution: Desktop-1920x1080, Tablet-1024x768
  • Dependencies: Company Database, Email Validation Service, Address Validation API
  • Performance_Baseline: Modal opens within 1 second, form submission under 3 seconds
  • Data_Requirements: Clean database state for uniqueness validation testing

Prerequisites

  • Setup_Requirements: Access to company creation functionality, clean test environment
  • User_Roles_Permissions: Sales Representative or higher permissions
  • Test_Data:
    • TECH012: "Acme Test Corporation"
    • Email: "info@acmetest.com"
    • Website: "www.acmetest.com"
    • Phone: "+1 (555) 123-4567"
    • Industry: "Technology & Software"
    • Size: "201-500 employees (Upper Mid-Market)"
    • Revenue: "$51M - $200M"
    • Address: "123 Business Avenue, San Francisco, CA, 94107, USA"
  • Prior_Test_Cases: Dashboard access verified (CRM02P1US02_TC_001)

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Click "Add Company" button in top right of companies dashboard

Modal opens with title "Add New Company" and form sections visible

N/A

Verify modal structure matches user story design

2

Verify required field indicators

Company Name and Email fields show red asterisk (*), other fields without asterisk

Visual validation

Confirms required fields per BR-Company-Creation-1

3

Attempt to submit empty form

Click "Add Company" button, validation errors display for required fields

Empty form submission

Error messages: "Company name is required", "Email address is required"

4

Enter existing company name

Type existing company name, real-time validation shows duplicate warning

"TechCorp Solutions"

Validates uniqueness rule BR-Company-Creation-2

5

Clear and enter unique company name

Duplicate error clears, field validates successfully with green indicator

"Acme Test Corporation"

Unique name validation passes

6

Enter invalid email format

Type malformed email, shows "Please enter a valid email address"

"invalid-email-format"

Email format validation per BR-Company-Creation-3

7

Enter personal email domain

Type personal email, warning: "Consider using a business email address"

"test@gmail.com"

Business email validation per BR-Company-Creation-4

8

Enter valid business email

Email field validates successfully with green checkmark

"info@acmetest.com"

Business email accepted

9

Enter website without protocol

System auto-prepends "https://" to URL

"www.acmetest.com"

URL auto-formatting per BR-Company-Creation-5

10

Enter phone number

System auto-formats to standard international format

"+1 (555) 123-4567"

Phone formatting per BR-Company-Creation-6

11

Click Industry dropdown

Dropdown displays predefined options with search capability

Industry dropdown

Options include all categories from user story

12

Select "Technology & Software"

Industry populates correctly, dropdown closes

"Technology & Software"

Industry selection functional

13

Click Company Size dropdown

Shows employee ranges with category descriptions

Size dropdown

Categories: Micro (1-10), Small (11-50), etc.

14

Select "201-500 employees"

Size category displays as "201-500 employees (Upper Mid-Market)"

"201-500 employees"

Size with description per user story format

15

Click Annual Revenue dropdown

Revenue ranges display with currency formatting

Revenue dropdown

Ranges: <$1M, $1M-$10M, $11M-$50M, etc.

16

Select "$51M - $200M"

Revenue range populates correctly

"$51M - $200M"

Revenue selection functional

17

Complete street address field

Address field accepts input, triggers address validation

"123 Business Avenue"

Address validation integration

18

Enter city, state, ZIP

Geographic fields auto-complete and validate format

"San Francisco, CA, 94107"

Geographic data validation

19

Select "USA" from country dropdown

Country selection updates state field to US states

"USA"

Country-dependent field behavior

20

Add company description

Multi-line text area accepts description with character counter

"Leading technology solutions provider..."

Description field with 500 char limit

21

Click "Add Company" button

Form validates all fields, submits successfully, modal closes

Complete valid data

Successful company creation

22

Verify success notification

Toast message: "Company 'Acme Test Corporation' created successfully"

N/A

Success feedback per user story

23

Verify company in dashboard list

New company TECH012 appears in companies list with "Prospect" status

TECH012 data

Default status assignment verified

24

Verify company score initialization

New company shows initial score calculation (low due to no contacts)

Score around 20-30

Initial scoring per BR-Company-Scoring-1

Verification Points

  • Primary_Verification: Company successfully created with all data fields populated correctly and proper initial status
  • Secondary_Verifications: All validation rules enforced, real-time validation feedback, proper error messaging
  • Negative_Verification: Invalid data rejected, duplicate names prevented, required field enforcement

Test Results (Template)

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record company creation success, validation behaviors, error messages]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time taken]
  • Defects_Found: [Bug IDs if validation failures or errors]
  • Screenshots_Logs: [Modal screenshots, validation messages, success confirmation]

Execution Analytics

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

Test Relationships

  • Blocking_Tests: CRM02P1US02_TC_001 (Dashboard access)
  • Blocked_Tests: CRM02P1US02_TC_004 (Contact attachment requires company)
  • Parallel_Tests: Can run with read-only tests
  • Sequential_Tests: Should execute before bulk import tests

Additional Information

  • Notes: Company creation is critical path for all subsequent company management features
  • Edge_Cases: Companies with special characters, international addresses, very long descriptions
  • Risk_Areas: Database constraints, duplicate detection performance, validation service availability
  • Security_Considerations: Input sanitization, SQL injection prevention, XSS protection

Missing Scenarios Identified

  • Scenario_1: Company creation with international addresses outside USA
  • Type: Edge Case
  • Rationale: International customers need address validation for global addresses
  • Priority: P3
  • Scenario_2: Form behavior during network interruption
  • Type: Error
  • Rationale: Users may lose work if network fails during submission
  • Priority: P2




Test Case 3: Role-Based Company Management - Sales Manager Workflow

Test Case Metadata

  • Test Case ID: CRM02P1US02_TC_003
  • Title: Verify Sales Manager Role-Specific Company Management Workflow and Permissions
  • Created By: Hetal
  • Created Date: 2024-01-20
  • Version: 1.0

Classification

  • Module/Feature: Company Management System
  • Test Type: Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Regression
  • Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Role-Management, UI, MOD-Role-Management, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-User-Acceptance, Report-Security-Validation, Report-Quality-Dashboard, Report-Customer-Segment-Analysis, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Permission-System, Role-Based-Access, Happy-Path

Business Context

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

Role-Based Context

  • User_Role: Sales Manager
  • Permission_Level: Portfolio Management, Team Performance, Strategic Planning
  • Role_Restrictions: Cannot edit individual company data, Cannot create companies
  • Multi_Role_Scenario: Yes - comparison with Sales Rep permissions

Quality Metrics

  • Risk_Level: High
  • Complexity_Level: High
  • Expected_Execution_Time: 15 minutes
  • Reproducibility_Score: High
  • Data_Sensitivity: High
  • Failure_Impact: Critical

Coverage Tracking

  • Feature_Coverage: 100% of Sales Manager role permissions
  • Integration_Points: Permission System, Company Database, Team Management, Performance Analytics
  • Code_Module_Mapped: Role Controller, Permission Service, Analytics Module
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

  • Primary_Stakeholder: QA
  • Report_Categories: Security-Validation, User-Acceptance, Customer-Segment-Analysis, Quality-Dashboard
  • Trend_Tracking: Yes
  • Executive_Visibility: Yes
  • Customer_Impact_Level: High

Requirements Traceability

Test Environment

  • Environment: Staging
  • Browser/Version: Chrome 115+
  • Device/OS: Windows 10/11
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Permission System, Company Database, Team Management System
  • Performance_Baseline: Dashboard loads under 3 seconds, exports complete under 10 seconds
  • Data_Requirements: Sales Manager user account, company portfolio with team assignments

Prerequisites

  • Setup_Requirements: Sales Manager user account with proper role assignments
  • User_Roles_Permissions: Sales Manager role with portfolio oversight permissions
  • Test_Data:
    • Portfolio: TECH001, FIN001, MFG001, ENR001, EDU001 (5 companies)
    • Team: 3 Sales Representatives under management
    • Performance Metrics: At Risk: 1, Open Opportunities: 7, No Recent Activity: 10
  • Prior_Test_Cases: Basic dashboard access verified

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Login with Sales Manager credentials

Dashboard loads showing portfolio overview with manager-specific layout

Sales Manager account

Verify role-specific dashboard per user story Section 5

2

Verify KPI card access and functionality

All 4 KPI cards visible and clickable, showing portfolio-wide metrics

Portfolio metrics

Sales Manager can review company portfolio per user story

3

Click "At Risk" KPI card

Filters to show 1 at-risk company (FIN001 with score 55)

At Risk filter

Validates Sales Manager flow step 3: "Review deal pipeline with weighted values"

4

Access company detail page

Click on FIN001, page loads with company information

FIN001 company

Company detail access for portfolio review

5

Verify edit restrictions

"Edit Company" button not visible or disabled in Quick Actions

Edit button state

Sales Manager cannot edit company data per role restrictions

6

Test view-only company access

Can view all company information, contacts, notes, activities in read-only mode

Company data viewing

Read-only access for strategic planning per user story

7

Access team performance metrics

Navigate to team dashboard showing Sales Rep performance

Team performance view

Sales Manager flow step 6: "Access team performance metrics"

8

Verify export permissions

Click "Export CSV" button, export generates successfully

Company export

Data export for executive reporting per user story step 6

9

Test filter combinations

Apply multiple filters (Industry + Status), results show correctly

Technology + Active filter

Strategic account planning functionality

10

Verify deal pipeline visibility

Access deals view showing weighted values and probability scores

Deal pipeline data

Sales Manager flow step 4: "Review deal pipeline with weighted values"

11

Test alert configuration access

Access to configure alerts for high-priority account changes

Alert settings

Sales Manager flow step 7: "Configure alerts for high-priority account changes"

12

Verify strategic planning tools

Access to strategic planning features and resource allocation

Planning tools

Strategic account planning per user story objectives

13

Test company scoring insights

View detailed company scoring with component breakdown

Scoring analytics

Decision-making support per user story Section 3

14

Verify opportunity prioritization

Access to opportunity prioritization based on probability scores

Opportunity dashboard

Resource allocation decision support

15

Test executive reporting access

Generate executive-level reports with portfolio performance

Executive reports

Sales Manager flow step 6: "Export data for executive reporting"

Verification Points

  • Primary_Verification: Sales Manager can access all portfolio oversight features without company editing capabilities
  • Secondary_Verifications: Team performance visibility, strategic planning tools, export permissions functional
  • Negative_Verification: Cannot edit companies, cannot access other managers' portfolios, restricted to assigned companies

Test Results (Template)

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record permission behaviors, accessible features, restricted functions]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time taken]
  • Defects_Found: [Permission violations, access issues]
  • Screenshots_Logs: [Role-specific dashboard, permission restrictions, team views]

Execution Analytics

  • Execution_Frequency: Per-Release
  • Maintenance_Effort: Medium
  • Automation_Candidate: Planned

Test Relationships

  • Blocking_Tests: User authentication and role assignment
  • Blocked_Tests: Multi-role workflow tests
  • Parallel_Tests: Can run with other role-based tests
  • Sequential_Tests: Should execute before multi-role scenarios

Additional Information

  • Notes: Role-based testing critical for security compliance and user experience
  • Edge_Cases: Role changes during active session, permission inheritance, team reassignments
  • Risk_Areas: Permission system failures, unauthorized access, role escalation
  • Security_Considerations: Ensure strict role boundary enforcement, audit trail for access attempts

Missing Scenarios Identified

  • Scenario_1: Role transition workflow when Sales Manager is promoted/demoted
  • Type: Edge Case
  • Rationale: Role changes should immediately update permissions without requiring logout
  • Priority: P2
  • Scenario_2: Multi-team Sales Manager with overlapping territories
  • Type: Integration
  • Rationale: Complex enterprise scenarios with territory overlaps need proper data segregation
  • Priority: P3




Test Case 4: Contact Attachment Workflow with Multi-Selection and Search

Test Case Metadata

  • Test Case ID: CRM02P1US02_TC_004
  • Title: Verify Complete Contact Attachment Workflow with Search, Multi-Selection, and Relationship Management
  • Created By: Hetal
  • Created Date: 2024-01-20
  • Version: 1.0

Classification

  • Module/Feature: Company Management System
  • Test Type: Functional
  • Test Level: Integration
  • Priority: P1-Critical
  • Execution Phase: Regression
  • Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Contact-Management, API, MOD-Contact-Integration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Integration-Testing, Report-Module-Coverage, Report-Regression-Coverage, Report-QA, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-Medium, Integration-Contact-System, Relationship-Management, Happy-Path

Business Context

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

Role-Based Context

  • User_Role: Sales Representative
  • Permission_Level: Contact Management Rights
  • Role_Restrictions: Can only attach contacts within territory
  • Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

  • Feature_Coverage: 100% of contact attachment workflow
  • Integration_Points: Contact Database, Company-Contact Relationship Service, Search Engine
  • Code_Module_Mapped: Contact Controller, Relationship Service, Search Service
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Test Environment

  • Environment: Staging
  • Browser/Version: Chrome 115+, Firefox 110+, Safari 16+
  • Device/OS: Windows 10/11, macOS 12+
  • Screen_Resolution: Desktop-1920x1080, Tablet-1024x768
  • Dependencies: Contact Database, Company-Contact Relationship API, Search Service
  • Performance_Baseline: Modal loads under 2 seconds, search responds under 500ms
  • Data_Requirements: TECH001 company, available contacts with various scores and statuses

Prerequisites

  • Setup_Requirements: Company with no existing contacts, pool of available contacts
  • User_Roles_Permissions: Sales Representative with contact management permissions
  • Test_Data:
    • Target Company: TECH001 (TechCorp Solutions)
    • Available Contacts:
      • CONT001: Sarah Johnson (VP of Sales, Score: 95, Status: Hot Lead, Email: sarah.johnson@techcorp.com)
      • CONT002: Michael Chen (CTO, Score: 87, Status: Qualified, Email: m.chen@innovatetech.io)
      • CONT003: Emily Rodriguez (Marketing Director, Score: 78, Status: Nurturing, Email: emily.r@growthco.com)
      • CONT004: David Thompson (CEO, Score: 92, Status: Hot Lead, Email: d.thompson@futuretech.net)
  • Prior_Test_Cases: Company TECH001 exists and accessible

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to TECH001 company detail page

Company page loads with Quick Actions panel visible

TECH001 company

Verify company access and UI structure

2

Click "Add Contact" button in Quick Actions

"Add Contacts to TechCorp Solutions" modal opens

N/A

Modal title shows specific company name per user story

3

Verify modal structure and search field

Search bar visible with placeholder "Search contacts by name, email, or company..."

Modal display

Search functionality per attachment modal business rules

4

View available contacts without search

Shows "Available Contacts (4)" with all 4 test contacts displayed

4 available contacts

Contact cards show name, score, status, company, email per user story

5

Verify contact card information display

Each card shows: Avatar, Name, Email, Current Company with building icon, Position, Score badge, Status badge

Contact card data

Information display matches user story contact card layout

6

Test search functionality

Type "Sarah" in search field, results filter to show only CONT001

"Sarah" search term

Real-time search with 2+ character requirement per business rules

7

Clear search and test email search

Type "m.chen", results show CONT002 (Michael Chen)

"m.chen" search

Email-based search functionality verification

8

Test company-based search

Type "GrowthCo", results show CONT003 (Emily Rodriguez)

"GrowthCo" search

Current company search capability

9

Clear search to show all contacts

All 4 contacts return to display

Clear search

Reset search functionality

10

Test individual contact selection

Click checkbox for CONT001, selection counter shows "1 selected"

CONT001 selection

Individual selection mechanism

11

Test multiple contact selection

Select CONT002 and CONT003, counter shows "3 selected"

Multi-selection

Multiple contact selection capability

12

Test "Select All" functionality

Click "Select All (4)" checkbox, all contacts selected and counter shows "4 selected"

Select All checkbox

Bulk selection per attachment modal business rules

13

Test partial deselection

Uncheck CONT004, Select All becomes indeterminate, counter shows "3 selected"

Deselect CONT004

Indeterminate state handling for Select All

14

Verify button state changes

"Attach 0 Contacts" button updates to "Attach 3 Contacts" and becomes enabled

3 contacts selected

Dynamic button labeling per user story

15

Click "Attach 3 Contacts" button

Processing begins, button shows loading state, modal closes on success

Attach contacts action

Contact attachment process execution

16

Verify success notification

Toast message displays "3 contacts attached to TechCorp Solutions successfully"

Success feedback

Success notification per business rules

17

Verify company contact count update

Company header shows updated contact count (3)

Updated contact count

Real-time count update verification

18

Navigate to Contacts tab

Contacts tab shows "Company Contacts (3)" with table displaying attached contacts

Contacts tab

Contact relationship verification in company detail

19

Verify contact information in table

Table shows: Contact name, Position, Score, Status, Contact Info, Tags, Last Contact, Actions

Contact table data

Complete contact information display per user story

20

Test duplicate prevention

Attempt to attach same contacts again, system prevents duplicates

Previously attached contacts

Duplicate relationship prevention per business rules

21

Verify contact activity sync

Activities from contact attachment logged in company timeline

Activity logging

Integration with activity timeline

22

Test search with no results

Search for non-existent contact "XYZInvalidContact"

Invalid search term

Empty search results handling

Verification Points

  • Primary_Verification: Contacts successfully attached to company with proper many-to-many relationships established
  • Secondary_Verifications: Search functionality across multiple fields, multi-selection mechanism, real-time updates
  • Negative_Verification: Duplicate relationships prevented, invalid searches handled, unauthorized contacts filtered out

Test Results (Template)

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record attachment success, search behaviors, relationship creation]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time taken]
  • Defects_Found: [Relationship issues, search problems, UI defects]
  • Screenshots_Logs: [Modal screenshots, contact selection, success confirmations]

Execution Analytics

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

Test Relationships

  • Blocking_Tests: CRM02P1US02_TC_002 (Company creation)
  • Blocked_Tests: CRM02P1US02_TC_008 (Company detail tabs)
  • Parallel_Tests: Can run with read-only company tests
  • Sequential_Tests: Must execute after company creation, before contact-dependent features

Additional Information

  • Notes: Contact attachment is foundation for relationship-based features and scoring
  • Edge_Cases: Contacts with missing phone numbers, inactive contacts, contacts in multiple companies
  • Risk_Areas: Relationship integrity, search performance with large datasets, concurrent attachment operations
  • Security_Considerations: Territory-based contact access, permission validation, audit trail for relationships

Missing Scenarios Identified

  • Scenario_1: Contact attachment with territory restrictions and cross-territory contacts
  • Type: Security
  • Rationale: Sales reps should only access contacts within their assigned territories
  • Priority: P2
  • Scenario_2: Bulk contact attachment performance with 100+ contacts
  • Type: Performance
  • Rationale: Large enterprises may need to attach many contacts simultaneously
  • Priority: P3




Test Case 5: Email Communication Workflow - Template and Custom Options

Test Case Metadata

  • Test Case ID: CRM02P1US02_TC_005
  • Title: Verify Complete Email Communication Workflow with Template Selection and Custom Composition
  • Created By: Hetal
  • Created Date: 2024-01-20
  • Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Communication, API, MOD-Email-System, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Integration-Testing, Report-User-Acceptance, Report-Customer-Segment-Analysis, Report-QA, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Email-Service, Communication-Management, Happy-Path

Business Context

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

Role-Based Context

  • User_Role: Sales Representative
  • Permission_Level: Communication Management Rights
  • Role_Restrictions: Cannot send bulk emails to all companies
  • Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

  • Feature_Coverage: 100% of email communication workflow
  • Integration_Points: Email Service, Template Engine, Contact Database, Activity Timeline
  • Code_Module_Mapped: Email Controller, Template Service, Activity Logger
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

  • Primary_Stakeholder: Product
  • Report_Categories: Integration-Testing, User-Acceptance, Customer-Segment-Analysis, Product
  • Trend_Tracking: Yes
  • Executive_Visibility: No
  • Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

  • Environment: Staging
  • Browser/Version: Chrome 115+, Firefox 110+
  • Device/OS: Windows 10/11, macOS 12+
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Email Service, Template Engine, Contact System, Activity Timeline
  • Performance_Baseline: Email composition loads under 2 seconds, sends within 5 seconds
  • Data_Requirements: Company with attached contacts, email templates configured

Prerequisites

  • Setup_Requirements: Company with attached contacts, email service configured
  • User_Roles_Permissions: Sales Representative with communication permissions
  • Test_Data:
    • Company: TECH001 (TechCorp Solutions)
    • Company Email: info@techcorp.com
    • Attached Contacts:
      • CONT001: David Thompson (CEO, d.thompson@futuretech.net)
      • CONT002: Sarah Johnson (CTO, s.johnson@futuretech.net)
      • CONT003: Mike Chen (VP Sales, m.chen@futuretech.net)
    • Email Templates:
      • Welcome Email Template
      • Company Introduction Template
      • Follow-up Template
      • Product Demo Request Template
  • Prior_Test_Cases: Company exists with attached contacts (CRM02P1US02_TC_004)

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to TECH001 company detail page

Company page loads with Quick Actions visible

TECH001 company

Verify email functionality access point

2

Click "Email" button in Quick Actions

"Send Email - TechCorp Solutions" modal opens

Email button click

Modal title includes company name per business rules

3

Verify recipient selection interface

"Email to TechCorp Solutions" section shows "Select contacts from the company"

Recipient selection UI

Step 1 of 3-step email process per user story

4

View company email option

Company entry shows "TechCorp Solutions" with "info@techcorp.com" and "Company" label

Company email option

Company email available for selection

5

View company contacts section

"Company Contacts" section shows 3 attached contacts with names, positions, emails

3 attached contacts

Contact information display per user story

6

Select company email

Check company email checkbox, selection counter shows "0 selected" updates

Company checkbox

Company email selection functionality

7

Select individual contacts

Check CONT001 and CONT002, counter shows "2 selected"

Multi-contact selection

Individual contact selection per business rules

8

Test "Select All" functionality

Click "Select All" button, all contacts and company selected, counter shows "4 selected"

Select All option

Bulk recipient selection

9

Click "Continue to Compose (4 recipients)"

Email composition options screen displays

Compose navigation

Step 2: Template vs Custom selection

10

Verify composition options

Two options visible: "Use Template" and "Write Custom" with descriptions

Template/Custom options

Composition method selection per user story

11

Click "Use Template" option

Template selection interface displays with available templates

Template selection

Pre-built template option

12

View available templates

Templates show: "Welcome Email", "Company Introduction", "Follow-up", "Product Demo Request" with descriptions

Email templates

Template library per business rules

13

Select "Company Introduction" template

Template content displays with placeholder variables

Template selection

Template with variables per user story

14

Verify variable substitution

Template shows "{{company_name}}" replaced with "TechCorp Solutions" and contact variables

Variable replacement

Dynamic content personalization

15

Customize template content

Edit template text, add custom message

Template customization

Template editing capability

16

Preview email

Preview shows final email with all recipients and customized content

Email preview

Preview functionality verification

17

Send template email

Click "Send to 4 Recipients", processing begins, success confirmation shows

Send template email

Template-based email sending

18

Verify activity logging

Email activity appears in company timeline with template details

Activity timeline

Email logged as company activity

19

Return to composition options

Navigate back to test custom email path

Back navigation

Test second composition method

20

Click "Write Custom" option

Custom email composition interface displays

Custom composition

Free-form email creation

21

Complete custom email form

Enter: Subject "Partnership Opportunity", Recipients showing, HTML format selected

Custom email data

Custom composition form fields

22

Compose custom content

Enter custom email content in rich text editor

"We would like to explore a partnership opportunity with TechCorp Solutions..."

Rich text composition capability

23

Test format switching

Switch between HTML and Text format, content adapts

Format toggle

Format switching functionality

24

Send custom email

Click "Send", email processes successfully, confirmation displayed

Send custom email

Custom email sending workflow

25

Verify custom email activity

Custom email logged in activity timeline with subject and recipients

Activity logging

Custom email activity tracking

Verification Points

  • Primary_Verification: Both template and custom emails send successfully with proper recipient handling and activity logging
  • Secondary_Verifications: Template variables substitute correctly, recipient selection works, format options functional
  • Negative_Verification: Cannot send without recipients or content, invalid email addresses rejected, template errors handled

Test Results (Template)

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record email sending success, template behavior, activity logging]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time taken]
  • Defects_Found: [Email failures, template issues, activity logging problems]
  • Screenshots_Logs: [Email composition screens, sent confirmations, activity entries]

Execution Analytics

  • Execution_Frequency: Per-Release
  • Maintenance_Effort: High
  • Automation_Candidate: Planned

Test Relationships

  • Blocking_Tests: CRM02P1US02_TC_004 (Contact attachment)
  • Blocked_Tests: None
  • Parallel_Tests: Can run with other communication tests
  • Sequential_Tests: Should execute after contact attachment

Additional Information

  • Notes: Email functionality critical for customer relationship management and sales processes
  • Edge_Cases: Invalid email addresses, template parsing errors, email service outages
  • Risk_Areas: Email delivery, template variable handling, recipient validation, activity sync
  • Security_Considerations: Email content sanitization, recipient authorization, activity audit trail

Missing Scenarios Identified

  • Scenario_1: Email sending with attachment support for proposals and documents
  • Type: Enhancement
  • Rationale: Sales teams often need to send proposals and supporting documents
  • Priority: P3
  • Scenario_2: Email template management - create, edit, delete custom templates
  • Type: Enhancement
  • Rationale: Organizations need custom templates for different communication types
  • Priority: P2




Test Case 6: System Aging and Technology Maturity Assessment Complete Workflow

Test Case Metadata

  • Test Case ID: CRM02P1US02_TC_006
  • Title: Verify Complete System Aging and Technology Maturity Assessment with All Field Validations and Score Impact
  • Created By: Hetal
  • Created Date: 2024-01-20
  • Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Assessment, UI, MOD-Technology-Assessment, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Engineering, Report-Customer-Segment-Analysis, Report-Quality-Dashboard, Report-User-Acceptance, Customer-Enterprise, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Scoring-Engine, Technology-Maturity, Happy-Path

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: Business Development Manager
  • Permission_Level: Technology Assessment Rights
  • Role_Restrictions: Cannot modify company basic information
  • Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

  • Feature_Coverage: 100% of technology assessment workflow
  • Integration_Points: Assessment Engine, Company Scoring System, Company Database
  • Code_Module_Mapped: Assessment Controller, Scoring Service, Validation Engine
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

  • Primary_Stakeholder: Product
  • Report_Categories: Customer-Segment-Analysis, Quality-Dashboard, User-Acceptance, Product
  • Trend_Tracking: Yes
  • Executive_Visibility: Yes
  • Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

  • Environment: Staging
  • Browser/Version: Chrome 115+, Firefox 110+, Safari 16+
  • Device/OS: Windows 10/11, macOS 12+
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Assessment Engine, Company Scoring System, Validation Service
  • Performance_Baseline: Modal loads under 2 seconds, assessment saves under 3 seconds
  • Data_Requirements: Company with existing or empty assessment data

Prerequisites

  • Setup_Requirements: Business Development Manager account with assessment permissions
  • User_Roles_Permissions: Technology Assessment and Company Analysis permissions
  • Test_Data:
    • Company: TECH001 (TechCorp Solutions)
    • Current Assessment:
      • Overall Maturity: Modern
      • CRM System: "Salesforce (Advanced)"
      • Marketing Tools: "HubSpot (Integrated)"
      • Analytics Platform: "Custom Dashboard"
      • Data Integration: "API-First"
      • Automation Level: "High"
    • Updated Assessment Data:
      • Overall Maturity: Advanced
      • CRM System: "Microsoft Dynamics 365 (Standard)"
      • Marketing Tools: "Pardot (Integrated)"
      • Analytics Platform: "Tableau Dashboard"
      • Data Integration: "File-Based"
      • Automation Level: "Medium"
  • Prior_Test_Cases: Company TECH001 exists and accessible

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to TECH001 company detail page

Company page loads with System Aging section visible

TECH001 company

Verify assessment section access

2

Locate System Aging section

Section displays with gear icon, current assessment values, and "Edit" button

Assessment section

UI structure per user story design

3

Verify current assessment display

All fields show existing values with proper formatting and color coding

Current assessment data

Data display verification

4

Click "Edit" button

"Edit System Aging & Technology Maturity" modal opens

Edit button

Modal launch per business rules

5

Verify modal structure and pre-population

Modal shows all assessment fields pre-populated with current values

Current data pre-population

Form pre-population per business rules

6

View Overall Assessment section

Overall Maturity dropdown shows "Modern" selected

Overall Maturity field

Current value display

7

View Systems & Tools section

CRM System, Marketing Tools, Analytics Platform fields show current values

Systems data

Current system information

8

View Technical Configuration section

Data Integration and Automation Level dropdowns show current selections

Technical config

Current technical settings

9

Update Overall Maturity

Change dropdown from "Modern" to "Advanced"

"Advanced" selection

Maturity level modification

10

Update CRM System

Change text field to "Microsoft Dynamics 365 (Standard)"

New CRM system

System update capability

11

Update Marketing Tools

Modify to "Pardot (Integrated)"

New marketing tools

Marketing system change

12

Update Analytics Platform

Change to "Tableau Dashboard"

New analytics platform

Analytics system update

13

Update Data Integration

Change dropdown from "API-First" to "File-Based"

"File-Based" selection

Integration method change

14

Update Automation Level

Change from "High" to "Medium"

"Medium" selection

Automation level adjustment

15

Validate field dependencies

Verify maturity level aligns with system selections

Consistency validation

Field dependency validation per business rules

16

Click "Update System Aging" button

Changes save successfully, modal closes

Save action

Assessment update process

17

Verify updated display

System Aging section shows all new values with proper formatting

Updated assessment data

Display refresh verification

18

Check company score impact

Company score recalculates if assessment affects scoring algorithm

Score recalculation

Assessment impact on company scoring

19

Verify audit trail

Assessment change logged in company activity timeline

Activity logging

Change tracking per business rules

20

Test validation rules

Attempt inconsistent combinations (e.g., Legacy maturity with Advanced systems)

Invalid combinations

Validation rule enforcement

21

Verify error handling

Validation messages display for inconsistent selections

Error messages

Error handling verification

22

Test cancel functionality

Open edit modal, make changes, click cancel, verify no changes saved

Cancel workflow

Cancel operation handling

Verification Points

  • Primary_Verification: Technology assessment updates successfully with all field changes and proper validation
  • Secondary_Verifications: Modal pre-populates correctly, field dependencies work, scoring impact calculated
  • Negative_Verification: Invalid combinations rejected, required fields enforced, cancel prevents unwanted changes

Test Results (Template)

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record assessment updates, validation behaviors, scoring impacts]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time taken]
  • Defects_Found: [Validation issues, scoring problems, UI defects]
  • Screenshots_Logs: [Assessment display, modal screens, updated values]

Execution Analytics

  • Execution_Frequency: Per-Release
  • Maintenance_Effort: Medium
  • Automation_Candidate: Planned

Test Relationships

  • Blocking_Tests: Company detail page access
  • Blocked_Tests: None
  • Parallel_Tests: Can run with other assessment tests
  • Sequential_Tests: Should execute after company creation

Additional Information

  • Notes: Technology assessment provides strategic insights for partnership and sales positioning
  • Edge_Cases: Assessment data migration, legacy system classifications, custom technology categories
  • Risk_Areas: Assessment consistency, scoring algorithm accuracy, data validation complexity
  • Security_Considerations: Assessment data sensitivity, permission validation, audit trail integrity

Missing Scenarios Identified

  • Scenario_1: Bulk assessment updates for multiple companies in portfolio
  • Type: Enhancement
  • Rationale: Business Development Managers may need to assess multiple companies efficiently
  • Priority: P3
  • Scenario_2: Assessment comparison across companies in same industry or region
  • Type: Enhancement
  • Rationale: Comparative analysis helps identify technology trends and opportunities
  • Priority: P2






Test Case 7: Call Management Complete Workflow with Purpose Selection and Activity Logging

Test Case Metadata

  • Test Case ID: CRM02P1US02_TC_007
  • Title: Verify Complete Call Management Workflow from Contact Selection through Activity Logging with All Call Purposes
  • Created By: Hetal
  • Created Date: 2024-01-20
  • Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Communication, API, MOD-Call-Management, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Integration-Testing, Report-User-Acceptance, Report-QA, Report-Customer-Segment-Analysis, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Activity-System, Call-Management, Happy-Path

Business Context

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

Role-Based Context

  • User_Role: Sales Representative
  • Permission_Level: Communication Management Rights
  • Role_Restrictions: Can only call contacts within assigned territory
  • Multi_Role_Scenario: No

Quality Metrics

  • Risk_Level: Medium
  • Complexity_Level: High
  • Expected_Execution_Time: 18 minutes
  • Reproducibility_Score: High
  • Data_Sensitivity: Medium
  • Failure_Impact: Medium

Coverage Tracking

  • Feature_Coverage: 100% of call management workflow
  • Integration_Points: Contact System, Activity Timeline, Call Purpose Engine, Script Generator
  • Code_Module_Mapped: Call Controller, Activity Logger, Script Service
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

  • Primary_Stakeholder: Product
  • Report_Categories: Integration-Testing, User-Acceptance, Customer-Segment-Analysis, Product
  • Trend_Tracking: Yes
  • Executive_Visibility: No
  • Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

  • Environment: Staging
  • Browser/Version: Chrome 115+, Firefox 110+
  • Device/OS: Windows 10/11, macOS 12+
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Contact System, Activity Timeline, Script Engine, Call Purpose Database
  • Performance_Baseline: Modal loads under 2 seconds, script generates under 1 second
  • Data_Requirements: Company with contacts having phone numbers, call purpose configurations

Prerequisites

  • Setup_Requirements: Company with contacts that have valid phone numbers
  • User_Roles_Permissions: Sales Representative with call management permissions
  • Test_Data:
    • Company: TECH001 (TechCorp Solutions)
    • Contact: CONT001 (Sarah Johnson, VP of Sales, sarah.johnson@techcorp.com, +1 (555) 123-4567)
    • Call Purposes Available:
      • Discovery Call: "Initial call to understand needs and challenges"
      • Product Demo: "Demonstrate product features and capabilities"
      • Follow-up Call: "Follow up on previous conversation or meeting"
      • Negotiation: "Discuss pricing, terms, and contract details"
      • Customer Support: "Address questions or provide assistance"
      • Closing Call: "Final call to close the deal"
  • Prior_Test_Cases: Company exists with attached contacts having phone numbers

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to TECH001 company detail page

Company page loads with Quick Actions panel visible

TECH001 company

Verify call functionality access

2

Click "Call" button in Quick Actions

"Select Contact" modal opens with search functionality

Call button

Contact selection step 1 of call workflow

3

Verify contact filtering

Only contacts with phone numbers display in selection list

Contacts with phones only

Phone number requirement per business rules

4

View contact information

CONT001 displays with: Full name, job title, company, phone number, email

CONT001 contact data

Contact information display per user story

5

Test contact search

Type "Sarah" in search field, results filter to show CONT001

"Sarah" search

Search functionality within call workflow

6

Click "Select" button for CONT001

"Select Call Purpose" modal opens with CONT001 context at top

Contact selection

Purpose selection step 2 of workflow

7

Verify contact context display

Selected contact info (Sarah Johnson, VP of Sales) shows at top of modal

CONT001 context

Contact context preservation

8

View call purpose options

Six purpose options display with icons and descriptions

6 call purposes

Purpose options per business rules

9

Verify Discovery Call option

Shows search icon with "Initial call to understand needs and challenges"

Discovery Call details

Purpose 1 verification

10

Verify Product Demo option

Shows monitor icon with "Demonstrate product features and capabilities"

Product Demo details

Purpose 2 verification

11

Verify Follow-up Call option

Shows user icon with "Follow up on previous conversation or meeting"

Follow-up details

Purpose 3 verification

12

Verify Negotiation option

Shows handshake icon with "Discuss pricing, terms, and contract details"

Negotiation details

Purpose 4 verification

13

Verify Customer Support option

Shows phone icon with "Address questions or provide assistance"

Customer Support details

Purpose 5 verification

14

Verify Closing Call option

Shows target icon with "Final call to close the deal"

Closing Call details

Purpose 6 verification

15

Select "Product Demo" purpose

Purpose highlights, "Continue" button becomes enabled

Product Demo selection

Purpose selection mechanism

16

Click "Continue" button

"Call Execution" modal opens with Product Demo context

Continue to execution

Execution step 3 of workflow

17

Verify call execution layout

Shows contact summary, call purpose badge "Product Demo", call script section

Execution interface

Call execution UI structure

18

Review dynamic call script

Script personalizes with "Hi Sarah Johnson" and TechCorp context

Personalized script

Script personalization per business rules

19

Verify script content relevance

Script contains product demo-specific talking points and flow

Product demo script

Purpose-specific script generation

20

Review Quick Tips section

Interactive checklist shows demo-specific tips with checkboxes

Demo tips checklist

Purpose-relevant tips display

21

Complete tip checkboxes

Check relevant tips: "Listen more than you speak", "Ask open-ended questions"

Tip completion

Interactive checklist functionality

22

Select call status

Choose "Connected" from dropdown options

"Connected" status

Call status selection per business rules

23

Verify status options

Dropdown shows: Connected, Not Connected, Busy, Completed, No Answer, Call Back Request, In Progress

All status options

Complete status list verification

24

Set call date

Date picker defaults to current date, allows selection

Current date

Call date functionality

25

Set call time

Time picker shows current time in HH:MM format (17:16)

Current time

Call time setting per user story

26

Enter detailed call notes

Notes field accepts multi-line text about demo discussion

"Discussed product features, Sarah interested in advanced analytics module. Scheduled follow-up demo for next week."

Call notes entry with character limit

27

Click "Save Details" button

Call details save successfully, success confirmation displays

Save call details

Call logging completion

28

Verify activity creation

Call activity appears in company timeline with all details

Activity timeline

Call logged as company activity

29

Check contact interaction update

Contact's interaction history shows call record

Contact history

Contact-level activity sync

30

Test alternate call status

Create second call with "No Answer" status, verify different workflow

"No Answer" status

Alternative status handling

Verification Points

  • Primary_Verification: Complete call workflow from contact selection through activity logging functions seamlessly
  • Secondary_Verifications: Scripts personalize correctly, all call purposes work, status options complete, activity sync proper
  • Negative_Verification: Cannot save without required fields, contacts without phones filtered out, invalid data rejected

Test Results (Template)

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record call workflow success, script personalization, activity logging]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time taken]
  • Defects_Found: [Call workflow issues, script problems, activity sync failures]
  • Screenshots_Logs: [Call modals, script content, activity entries, status confirmations]

Execution Analytics

  • Execution_Frequency: Per-Release
  • Maintenance_Effort: High
  • Automation_Candidate: Planned

Test Relationships

  • Blocking_Tests: CRM02P1US02_TC_004 (Contact attachment with phone numbers)
  • Blocked_Tests: None
  • Parallel_Tests: Can run with other communication tests
  • Sequential_Tests: Should execute after contact attachment

Additional Information

  • Notes: Call management integrates communication tracking with activity timeline for complete customer interaction history
  • Edge_Cases: Contacts with missing phone numbers, invalid phone formats, call purpose customization
  • Risk_Areas: Script generation accuracy, activity synchronization, call status validation, personalization failures
  • Security_Considerations: Phone number access permissions, call logging audit trail, territory-based contact access

Missing Scenarios Identified

  • Scenario_1: Call management with telephony system integration for click-to-dial functionality
  • Type: Integration
  • Rationale: Sales teams with telephony systems need direct dialing integration
  • Priority: P3
  • Scenario_2: Call outcome tracking with follow-up task creation based on call results
  • Type: Enhancement
  • Rationale: Structured call outcomes should trigger automated follow-up workflows
  • Priority: P2





Test Case 8: Company Detail Tabs - Contacts, Notes, and Activities Complete Navigation

Test Case Metadata

  • Test Case ID: CRM02P1US02_TC_008
  • Title: Verify Complete Company Detail Tabs Navigation and Functionality for Contacts, Notes, and Activities with State Management
  • Created By: Hetal
  • Created Date: 2024-01-20
  • Version: 1.0

Classification

  • Module/Feature: Company Management System
  • Test Type: Functional
  • Test Level: System
  • Priority: P2-High
  • Execution Phase: Regression
  • Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Navigation, UI, MOD-Company-Detail, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-User-Acceptance, Report-Module-Coverage, Report-Quality-Dashboard, Report-Engineering, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Low, Integration-Multi-Module, Tab-Navigation, 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: Sales Representative
  • Permission_Level: Full Company Detail Access
  • Role_Restrictions: Cannot edit other users' notes
  • Multi_Role_Scenario: No

Quality Metrics

  • Risk_Level: Medium
  • Complexity_Level: Medium
  • Expected_Execution_Time: 20 minutes
  • Reproducibility_Score: High
  • Data_Sensitivity: Medium
  • Failure_Impact: Medium

Coverage Tracking

  • Feature_Coverage: 100% of company detail tabs functionality
  • Integration_Points: Contact System, Notes Service, Activity Timeline, Company Database
  • Code_Module_Mapped: Tab Controller, Notes Service, Activity Service, Contact Service
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

  • Primary_Stakeholder: QA
  • Report_Categories: User-Acceptance, Module-Coverage, Quality-Dashboard, QA
  • Trend_Tracking: Yes
  • Executive_Visibility: No
  • Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

  • Environment: Staging
  • Browser/Version: Chrome 115+, Firefox 110+, Safari 16+
  • Device/OS: Windows 10/11, macOS 12+
  • Screen_Resolution: Desktop-1920x1080, Tablet-1024x768
  • Dependencies: Contact System, Notes Service, Activity Timeline, Company Database
  • Performance_Baseline: Tab switching under 1 second, content loads under 2 seconds
  • Data_Requirements: Company with attached contacts, existing notes, and recorded activities

Prerequisites

  • Setup_Requirements: Company with complete data set for all tab functionality
  • User_Roles_Permissions: Sales Representative with full company detail access
  • Test_Data:
    • Company: TECH001 (TechCorp Solutions)
    • Attached Contacts:
      • CONT001: Sarah Johnson (VP of Sales, Score: 95, Status: Hot Lead, Last Contact: 2 days ago)
      • CONT002: Robert Chen (CTO, Score: 88, Status: Qualified, Last Contact: 1 week ago)
      • CONT003: Maria Rodriguez (Product Manager, Score: 82, Status: Nurturing, Last Contact: 3 days ago)
    • Existing Notes:
      • NOTE001: "Interested in enterprise package. Mentioned they have 500+ users and need advanced security features." (2024-01-15, John Smith, Sales Note)
      • NOTE002: "Initial contact made. Very responsive and engaged during the call." (2024-01-10, John Smith, Call Note)
    • Recorded Activities:
      • ACT001: Product Demo Meeting (2024-01-18, 60 minutes, Meeting type)
      • ACT002: Follow-up Email (2024-01-17, Email type)
      • ACT003: Discovery Call (2024-01-15, 45 minutes, Call type)
      • ACT004: Proposal Sent (2024-01-12, Document type)
      • ACT005: Initial Outreach (2024-01-10, Email type)
  • Prior_Test_Cases: Company exists with contacts, notes, and activities populated

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to TECH001 company detail page

Company page loads with tab navigation visible at bottom of page

TECH001 company

Verify tab structure and default state per user story

2

Verify tab layout structure

Three tabs visible: "Contacts", "Notes", "Activities" with respective icons (users, file-text, activity)

Tab navigation UI

Tab structure matches user story design specifications

3

Verify default tab selection

"Contacts" tab active by default with blue underline and bold text styling

Contacts tab active

Default tab behavior per business rules

4

Check Contacts tab content header

Shows "Company Contacts (3)" with dynamic count and "Add Contact" button

3 contacts display

Contact count and header structure per user story

5

Verify contact table column headers

Table headers display: Contact, Position, Score, Status, Contact Info, Tags, Last Contact, Actions

Contact table structure

Column layout matches user story specification

6

Verify first contact data display

CONT001 row shows: Sarah Johnson avatar, VP of Sales, score 95 (green), Hot Lead (red badge), email/phone, Enterprise+Decision Maker tags, "2 days ago", view icon

CONT001 complete data

Complete contact information display per user story

7

Verify contact score color coding

Scores display with proper colors: 95 (green), 88 (blue), 82 (yellow) based on defined ranges

Score visualization

Score color coding per business rules

8

Verify contact status badge styling

Status badges show different colors and styles: "Hot Lead" (red), "Qualified" (blue), "Nurturing" (orange)

Status badge display

Status visualization consistency

9

Test contact actions functionality

Click view icon for CONT001, contact detail page opens in new tab

Contact view action

Contact action functionality verification

10

Test "Add Contact" button access

Click "Add Contact" button, modal opens for contact attachment

Add Contact modal

Contact addition functionality from detail view

11

Click "Notes" tab to switch

Tab becomes active with blue underline, content switches to notes section, URL updates to include #notes

Notes tab activation

Tab switching mechanism and URL state management

12

Verify notes section structure

Shows "Company Notes" header with large note input area and existing notes list below

Notes section layout

Notes interface structure per user story

13

Check note input area functionality

Large text area with placeholder "Add a new note about this company... (Ctrl+Enter to save)" and character counter

Note input interface

Input area functionality and user guidance

14

View existing notes display

NOTE001 and NOTE002 display with metadata: date (2024-01-15), author (John Smith), note type badge (Sales Note), full content

Existing notes structure

Note structure and metadata display per business rules

15

Test note creation workflow

Enter new note: "Discussed expansion opportunities with Sarah. Follow-up scheduled for next week.", click "Add Note" button

"Discussed expansion opportunities with Sarah. Follow-up scheduled for next week."

Note creation functionality validation

16

Verify note metadata assignment

New note displays with current user name, current timestamp (2024-01-20 14:30), proper formatting

Note metadata

Automatic metadata assignment per business rules

17

Test keyboard shortcut functionality

Enter note text "Quick note test", press Ctrl+Enter to save

"Quick note test" + Ctrl+Enter

Keyboard shortcut functionality per user story

18

Click "Activities" tab to switch

Tab becomes active with blue underline, shows activity timeline interface, URL updates to #activities

Activities tab switch

Activity tab navigation and state management

19

Verify activities section header

Shows "Company Activities" header with chronological activity list and "Add Activity" button

Activities layout

Activity timeline structure per user story

20

Check activity type differentiation

Different activity cards show proper icons: Meeting (calendar), Email (mail), Call (phone), Document (file-text)

Activity type badges

Activity type visual differentiation

21

Verify activity card structure

ACT001 (Meeting) shows: Blue meeting badge, "Product Demo Meeting" title, "2024-01-18, 60 minutes", description, participants, outcome

Activity card layout

Complete activity information display per user story

22

Test chronological ordering

Activities display in reverse chronological order: ACT001 (Jan 18), ACT002 (Jan 17), ACT003 (Jan 15), ACT004 (Jan 12), ACT005 (Jan 10)

Activity timeline order

Timeline sorting verification

23

Click "Add Activity" button

"Add New Activity" modal opens with form fields for type, date, title, description, participants, outcome, duration

Add Activity modal

Activity creation interface from detail view

24

Create new activity entry

Complete form: Type "Meeting", Date "2024-01-20", Title "Strategy Discussion", Description "Quarterly planning session", Participants "Sarah Johnson, Robert Chen", Outcome "Next steps defined", Duration "90 minutes"

New activity data

Activity creation workflow validation

25

Verify activity creation success

New activity appears at top of timeline with all entered information and proper formatting

Created activity display

Activity persistence and timeline integration

26

Test tab state preservation

Switch from Activities to Contacts to Notes, verify content and scroll position preserved for each tab

Tab switching sequence

State management functionality across tabs

27

Test browser navigation integration

Use browser back/forward buttons, verify tab state and content preserved with proper URL routing

Browser navigation

URL state management and browser integration

28

Verify responsive tab behavior

Resize browser window to tablet size (1024x768), verify tabs adapt with proper spacing and mobile-friendly layout

Responsive testing

Mobile/tablet compatibility verification

Verification Points

  • Primary_Verification: All tabs navigate correctly, display appropriate content with proper formatting, and maintain state across sessions
  • Secondary_Verifications: Tab content loads efficiently, creation functions work seamlessly, responsive design adapts properly
  • Negative_Verification: Invalid activity data rejected with clear messages, note length limits enforced, unauthorized access prevented

Test Results (Template)

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record tab navigation behavior, content display accuracy, creation workflow success, state management functionality]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time taken]
  • Defects_Found: [Navigation issues, content display problems, state management failures, responsive design issues]
  • Screenshots_Logs: [Tab interface screenshots, content views, creation confirmations, responsive layout examples]

Execution Analytics

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

Test Relationships

  • Blocking_Tests: Company detail page access, contact attachment completed, activity creation functionality
  • Blocked_Tests: None
  • Parallel_Tests: Can run simultaneously with other UI navigation and display tests
  • Sequential_Tests: Should execute after contact attachment and activity creation functionality verified

Additional Information

  • Notes: Tab navigation provides essential user interface foundation for comprehensive company information management across all user roles
  • Edge_Cases: Very long note content exceeding character limits, activities with missing participant data, contact information real-time updates
  • Risk_Areas: State management consistency across tabs, content synchronization between different data sources, responsive layout integrity on various screen sizes
  • Security_Considerations: Note ownership and edit permissions verification, activity access control based on user roles, contact data protection and territory restrictions

Missing Scenarios Identified

  • Scenario_1: Tab navigation accessibility with keyboard controls (Tab, Arrow keys, Enter) for users with disabilities

  • Type: Accessibility

  • Rationale: Users with motor impairments or visual disabilities require full keyboard navigation support for compliance

  • Priority: P3

  • Scenario_2: Tab content lazy loading optimization for performance with large contact/activity datasets

  • Type: Performance

  • Rationale: Enterprise companies with hundreds of contacts and activities need optimized loading to maintain user experience

  • Priority: P2




Test Case 9: Advanced Search and Filter Combinations with Real-Time Results

Test Case Metadata

  • Test Case ID: CRM02P1US02_TC_009
  • Title: Verify Advanced Company Search and Multiple Filter Combinations with Real-Time Results and Performance Optimization
  • Created By: Hetal
  • Created Date: 2024-01-20
  • Version: 1.0

Classification

  • Module/Feature: Company Management System
  • Test Type: Functional
  • Test Level: System
  • Priority: P2-High
  • Execution Phase: Regression
  • Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Search, Database, MOD-Search-Filter, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Performance-Metrics, Report-User-Acceptance, Report-Quality-Dashboard, Report-QA, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Low, Integration-Search-Engine, Search-Functionality, Happy-Path

Business Context

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

Role-Based Context

  • User_Role: Sales Manager
  • Permission_Level: Full Search and Filter Access
  • Role_Restrictions: Can only view companies within assigned territory or team portfolio
  • Multi_Role_Scenario: No

Quality Metrics

  • Risk_Level: Medium
  • Complexity_Level: High
  • Expected_Execution_Time: 25 minutes
  • Reproducibility_Score: High
  • Data_Sensitivity: Low
  • Failure_Impact: Medium

Coverage Tracking

  • Feature_Coverage: 100% of search and filtering functionality including advanced combinations
  • Integration_Points: Search Engine, Database Query System, Filter Engine, Performance Monitoring, Export Service
  • Code_Module_Mapped: Search Controller, Filter Service, Query Builder, Performance Monitor, Export Integration
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

  • Primary_Stakeholder: Engineering
  • Report_Categories: Performance-Metrics, User-Acceptance, Quality-Dashboard, Engineering, QA
  • Trend_Tracking: Yes
  • Executive_Visibility: No
  • Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

  • Environment: Staging
  • Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
  • Device/OS: Windows 10/11, macOS 12+
  • Screen_Resolution: Desktop-1920x1080, Tablet-1024x768, Mobile-375x667
  • Dependencies: Search Engine, Database Query System, Filter Service, Performance Monitoring, Export System
  • Performance_Baseline: Search results under 500ms, filter application under 1 second, combined operations under 2 seconds
  • Data_Requirements: Comprehensive company dataset with 50+ companies across multiple dimensions for thorough testing

Prerequisites

  • Setup_Requirements: Large diverse company dataset with comprehensive search and filter test scenarios
  • User_Roles_Permissions: Sales Manager account with full search access and territory permissions
  • Test_Data:
    • Technology Companies: TECH001-TECH015 (TechCorp Solutions, InnovateTech, DataCorp, etc.)
    • Finance Companies: FIN001-FIN008 (Financial Services Group, Capital Ventures, etc.)
    • Healthcare Companies: HLTH001-HLTH005 (Global Health Systems, MedTech Solutions, etc.)
    • Manufacturing Companies: MFG001-MFG012 (Global Manufacturing Co., Industrial Systems, etc.)
    • Energy Companies: ENR001-ENR006 (Green Energy Solutions, PowerTech, etc.)
    • Geographic Distribution: San Francisco CA, Boston MA, Chicago IL, New York NY, Austin TX, Seattle WA
    • Score Ranges: 25-95 distributed across all companies with realistic bell curve
    • Status Distribution: Active (60%), Prospect (25%), Customer (10%), Inactive (3%), At Risk (2%)
    • Size Categories: All ranges from Micro (1-10) to Enterprise (1000+) represented
    • Revenue Ranges: All categories from <$1M to $1B+ represented
  • Prior_Test_Cases: Dashboard access verified with full company list visible

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to companies dashboard

Full companies list displays with search bar prominent and filter controls visible

Companies dashboard

Baseline state verification with all search/filter UI elements

2

Verify search bar placeholder and UI

Shows "Search companies..." placeholder with search icon, minimum character indicator

Search interface

Search UI matches user story specifications

3

Test minimum character search validation

Type single character "T", verify no search triggered, no results change

"T" (1 character)

2-character minimum requirement per business rules

4

Test real-time search activation

Type "Te", search results filter immediately with loading indicator

"Te" (2 characters)

Real-time search triggering with visual feedback

5

Verify company name search accuracy

Results show companies with "Tech" in name: TECH001 (TechCorp), TECH002 (InnovateTech), etc.

"Tech" search term

Company name matching per search business rules

6

Test industry classification search

Type "Finance", results show FIN001-FIN008 companies in financial services

"Finance" search

Industry-based search functionality

7

Test location-based search capability

Search "San Francisco", results show companies with SF in location field

"San Francisco" location

Geographic search with full city name

8

Test partial location abbreviation

Type "SF", results include San Francisco companies with abbreviation matching

"SF" abbreviation

Partial location matching and abbreviation support

9

Test state-based location search

Search "CA", results show all California companies regardless of city

"CA" state search

State-level geographic filtering

10

Clear search functionality

Click "×" clear button, full company list returns with reset state

Clear search action

Search reset functionality verification

11

Test empty search results handling

Search for "XYZInvalidSearchTerm123", shows "No companies found matching your search" message

Invalid search term

Empty search results user experience

12

Apply single industry filter

Select "Technology & Software" from Industry dropdown filter

Technology industry filter

Single filter application and result accuracy

13

Verify single filter results

List displays only technology companies (TECH001-TECH015), count updates to show filtered total

Technology companies only

Filter accuracy and count update verification

14

Add second filter to existing

Apply "Active" status filter while technology filter remains active

Technology + Active filters

Multiple filter combination functionality

15

Verify combined filter intersection

Results show only active technology companies, further reducing the result set

Combined filter results

Filter intersection logic validation

16

Add score range filter

Set score range 80-100 using dual slider control on existing filters

Score 80-100 range

Score range filtering with slider interface

17

Apply company size filter

Select "Large (501-1000 employees)" and "Enterprise (1000+ employees)" size categories

Large + Enterprise sizes

Size-based filtering with multi-select

18

Verify complex filter combination

Results show large/enterprise, active, high-scoring technology companies

All filters combined

Complex multi-dimensional filter intersection

19

Check applied filter indicators

Filter bar displays active filters with individual remove buttons and clear all option

Active filter display

Filter state visibility and management UI

20

Remove individual filter

Click "×" on Status filter, results expand to include inactive companies while maintaining other filters

Remove status filter

Individual filter removal functionality

21

Test "Clear All Filters" function

Click "Clear All Filters" button, complete company list restored to original state

Clear all action

Complete filter reset functionality

22

Combine search with filter

Search "Corp" and apply "Finance" industry filter simultaneously

"Corp" + Finance filter

Search and filter combination capability

23

Verify search-filter intersection

Shows finance companies with "Corp" in name (e.g., FIN003 CorpFinance Solutions)

Combined results

Search and filter intersection logic

24

Test filter state persistence

Refresh browser page, verify applied filters maintained through URL parameters

Page refresh

State persistence and URL parameter management

25

Test performance with large filters

Apply 4+ simultaneous filters, measure response time under 2-second baseline

Complex filter combination

Performance validation with multiple filters

26

Apply impossible filter combination

Set filters that result in no matching companies (e.g., Technology + Manufacturing)

Contradictory filters

Edge case handling for impossible combinations

27

Verify impossible combination UX

System shows "No companies match your current filters" with suggestion to modify

Empty filter results

User guidance for filter refinement

28

Test rapid filter changes

Apply and remove multiple filters quickly in succession

Rapid filter changes

System stability with rapid user interactions

Verification Points

  • Primary_Verification: Search and filters work individually and in combination producing accurate real-time results within performance baselines
  • Secondary_Verifications: Performance benchmarks met consistently, state persistence functional across sessions, user experience smooth and intuitive
  • Negative_Verification: Invalid searches handled gracefully with helpful messaging, impossible filter combinations managed properly with user guidance

Test Results (Template)

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record search accuracy percentages, filter combination success, performance metrics, user experience quality]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time taken]
  • Defects_Found: [Search accuracy issues, filter logic problems, performance failures, UX problems]
  • Screenshots_Logs: [Search result examples, filter combination screenshots, performance measurements, error state examples]

Execution Analytics

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

Test Relationships

  • Blocking_Tests: Company database setup with comprehensive test data, dashboard access functionality
  • Blocked_Tests: CRM02P1US02_TC_010 (CSV Export functionality depends on working filters)
  • Parallel_Tests: Can run simultaneously with other read-only company management tests
  • Sequential_Tests: Should execute before export functionality testing to ensure filter integration

Additional Information

  • Notes: Search and filtering capabilities are fundamental for user productivity and data discovery across all sales roles
  • Edge_Cases: Special characters in company names, international character sets, extremely large result sets, concurrent user filtering
  • Risk_Areas: Search performance degradation with database growth, filter combination complexity, state management across browser sessions
  • Security_Considerations: Territory-based result filtering, permission-based data access, search query logging for security auditing

Missing Scenarios Identified

  • Scenario_1: Advanced search with boolean operators (AND, OR, NOT) for power users requiring complex query capabilities

  • Type: Enhancement

  • Rationale: Enterprise users often need sophisticated search patterns for precise data discovery and analysis

  • Priority: P2

  • Scenario_2: Saved search and filter combinations with naming and quick access for frequently used patterns

  • Type: Enhancement

  • Rationale: Sales teams repeatedly use same search/filter combinations and would benefit from saved shortcuts

  • Priority: P3




Test Case 10: CSV Export Functionality with Filter States and Data Integrity Validation

Test Case Metadata

  • Test Case ID: CRM02P1US02_TC_010
  • Title: Verify Complete CSV Export Functionality Across All Filter States with Data Integrity, Format Validation, and Performance Optimization
  • Created By: Hetal
  • Created Date: 2024-01-20
  • Version: 1.0

Classification

  • Module/Feature: Company Management System
  • Test Type: Functional
  • Test Level: System
  • Priority: P2-High
  • Execution Phase: Regression
  • Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Export, Database, MOD-Data-Export, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-QA, Report-Performance-Metrics, Report-Quality-Dashboard, Report-Customer-Segment-Analysis, Customer-Enterprise, Risk-Medium, Business-Medium, Revenue-Impact-Low, Integration-Export-Service, Data-Export, Happy-Path

Business Context

  • Customer_Segment: Enterprise
  • Revenue_Impact: Low
  • Business_Priority: Should-Have
  • Customer_Journey: Daily-Usage
  • Compliance_Required: Yes
  • SLA_Related: Yes

Role-Based Context

  • User_Role: Sales Manager
  • Permission_Level: Data Export Rights with Territory Restrictions
  • Role_Restrictions: Can only export companies within assigned territory and team portfolio
  • Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

  • Feature_Coverage: 100% of CSV export functionality including all filter integration scenarios
  • Integration_Points: Export Service, File Generation System, Company Database, Filter Engine, Permission System
  • Code_Module_Mapped: Export Controller, File Generator, Data Formatter, Permission Validator, Filter Integration
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

  • Primary_Stakeholder: Engineering
  • Report_Categories: Performance-Metrics, Quality-Dashboard, Customer-Segment-Analysis, Engineering, QA
  • Trend_Tracking: Yes
  • Executive_Visibility: Yes
  • Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

  • Environment: Staging
  • Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
  • Device/OS: Windows 10/11, macOS 12+
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Export Service, File Generation System, Company Database, Permission System, Filter Engine
  • Performance_Baseline: Export completion within 10 seconds for 500+ records, file generation under 5 seconds for typical datasets
  • Data_Requirements: Complete company dataset with all field types, international characters, and comprehensive test scenarios

Prerequisites

  • Setup_Requirements: Sales Manager account with export permissions, comprehensive diverse company dataset for thorough testing
  • User_Roles_Permissions: Export Data permission with territory access rights verified
  • Test_Data:
    • Complete Dataset: 30+ companies with comprehensive data including:
      • Company IDs: TECH001, FIN001, MFG001, HLTH001, EDU001, ENR001, etc.
      • International Characters: Companies with accented names (Café Technologies, Piñata Corp, München Systems)
      • Complete Address Data: Full street addresses, cities, states, ZIP codes, countries across multiple regions
      • Tag Data: Multiple tags per company with various categories (Enterprise;SaaS;High Value;Decision Maker)
      • Contact Counts: Realistic contact counts ranging from 0 to 25+ per company
      • Score Ranges: Distributed scores from 25 to 95 with realistic distribution
      • Date Ranges: Companies created across different months and years for temporal testing
      • Revenue Data: All revenue categories represented with proper formatting
      • Status Variety: All status types (Active, Prospect, Customer, Inactive, At Risk, Closed)
  • Prior_Test_Cases: Companies list accessible, search and filter functionality verified (CRM02P1US02_TC_009)

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to companies dashboard

Full companies list displays with "Export CSV" button prominently visible in top toolbar

Companies dashboard

Baseline export access verification and UI positioning

2

Verify export button state

"Export CSV" button enabled and shows download icon with proper styling

Export button UI

Button availability and visual design verification

3

Click "Export CSV" button for full dataset

Export processing begins with loading indicator, file download initiates automatically

Full dataset export

Complete unfiltered dataset export initiation

4

Verify download file naming

CSV file downloads with filename format "Companies_Export_2024-01-20_143022.csv" (YYYY-MM-DD_HHMMSS)

Downloaded filename

Filename convention per business rules compliance

5

Open CSV file in spreadsheet application

File opens successfully without errors, displays proper structure and formatting

CSV file integrity

File format validation and accessibility

6

Verify comprehensive column structure

CSV contains all required columns in correct order: Company ID, Name, Industry, Status, Location, Size, Revenue, Website, Email, Phone, Score, Tags, Contact Count, Created Date

Complete column set

Column completeness per user story requirements

7

Validate data accuracy through sampling

Randomly select 5 companies and verify against dashboard display for accuracy

TECH001, FIN003, MFG005, HLTH002, ENR004

Data integrity verification between systems

8

Test special character encoding

Verify companies with names containing "&", "'", "-", "é", "ñ", "ü" export correctly without corruption

International character companies

Character encoding validation for global compatibility

9

Verify location formatting consistency

Location data displays as standardized "City, State, Country" format (e.g., "San Francisco, CA, USA")

Geographic data formatting

Location format compliance per business rules

10

Validate tag data formatting

Multiple tags appear separated by semicolons in single cell: "Enterprise;SaaS;High Value"

Tag data structure

Tag formatting for spreadsheet compatibility

11

Check timestamp formatting compliance

Created dates use ISO 8601 format (2024-01-20 14:30:22) for international compatibility

Date/time formatting

Timestamp format standardization

12

Apply single industry filter

Select "Technology & Software" industry filter, verify filter indicator appears

Technology filter

Single filter application for export testing

13

Export filtered dataset

Click "Export CSV" with technology filter active, download begins with filtered data only

Technology companies export

Filter integration with export functionality

14

Verify filtered export accuracy

CSV contains only technology companies (TECH001-TECH015), no other industry companies included

Filtered dataset validation

Filter respect and accuracy in export

15

Apply multiple combined filters

Set filters: Industry "Finance", Status "Active", Score Range "70-100"

Combined filters active

Multiple filter combination for complex export

16

Export multi-filtered dataset

Click export with combined filters, verify processing and download completion

Combined filter export

Multi-dimensional filter export integration

17

Validate multi-filter export content

CSV contains only companies matching ALL applied filters (active finance companies with scores 70+)

Multi-filter result set

Complex filter logic validation in export

18

Test search term export integration

Apply search "Corp" and export results

Search + export integration

Search functionality integration with export

19

Verify search export accuracy

CSV contains only companies with "Corp" in name matching search criteria

Search-based export

Search result accuracy in exported data

20

Test empty result set export

Apply filters resulting in zero matches, attempt export

No matching results scenario

Empty dataset export handling

21

Verify empty export user experience

System displays appropriate message "No companies match current filters" or generates empty CSV with headers only

Empty export handling

User experience for edge cases

22

Test large dataset export performance

Export dataset with 100+ companies, measure completion time against 10-second baseline

Large dataset (100+ companies)

Performance validation with substantial data volume

23

Verify large export completion

Export completes successfully within performance baseline, file downloads without errors

Performance timing

Performance requirement compliance verification

24

Test missing optional data handling

Verify companies with empty website, phone, or address fields export correctly with blank cells

Companies with incomplete data

Missing field handling in export format

25

Validate phone number format preservation

International phone numbers maintain proper formatting: +1 (555) 123-4567, +44 20 7123 4567

International phone formats

Phone format integrity across regions

26

Verify URL format consistency

Website URLs export with proper protocol (https://www.example.com)

URL formatting

Website data format standardization

27

Test concurrent export operations

Multiple users initiate exports simultaneously, verify system handles concurrent requests

Concurrent user operations

Multi-user system performance and stability

28

Verify concurrent export success

All concurrent exports complete successfully without data corruption or conflicts

Concurrent processing

System stability under load

29

Test export permission validation

Confirm only users with export permissions can access export functionality

Permission verification

Security compliance and access control

30

Validate territory-based export restrictions

Verify exported data includes only companies within user's assigned territory

Territory data filtering

Role-based data access enforcement

Verification Points

  • Primary_Verification: CSV exports generate correctly with accurate data in proper format across all filter states and user scenarios
  • Secondary_Verifications: Performance benchmarks consistently met, special characters handled properly, filename conventions followed precisely
  • Negative_Verification: Unauthorized access prevented with clear messaging, empty results handled gracefully, invalid data excluded systematically

Test Results (Template)

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record export success rates, data accuracy percentages, performance metrics, file integrity validation]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time taken]
  • Defects_Found: [Export failures, data inconsistencies, performance issues, format errors, permission violations]
  • Screenshots_Logs: [Export confirmation messages, CSV file samples, performance measurements, error handling examples]

Execution Analytics

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

Test Relationships

  • Blocking_Tests: CRM02P1US02_TC_009 (Search and Filter functionality must be verified first)
  • Blocked_Tests: None
  • Parallel_Tests: Can run independently after search/filter functionality confirmed
  • Sequential_Tests: Should execute after search and filter combinations verified to ensure integration works

Additional Information

  • Notes: CSV export functionality provides critical data portability for executive reporting, external analysis, and compliance documentation
  • Edge_Cases: Extremely large datasets (1000+ companies), companies with extensive tag collections, international character sets in all fields
  • Risk_Areas: Export performance degradation with database growth, data formatting consistency across regions, permission enforcement accuracy
  • Security_Considerations: Data export audit logging for compliance, permission validation at multiple levels, territory restriction enforcement, sensitive data handling

Missing Scenarios Identified

  • Scenario_1: Scheduled automated exports with email delivery for regular executive reporting without manual intervention

  • Type: Enhancement

  • Rationale: Sales managers and executives need regular automated reports (weekly/monthly) sent via email for consistent reporting cycles

  • Priority: P3

  • Scenario_2: Custom export field selection allowing users to include or exclude specific columns based on use case requirements

  • Type: Enhancement

  • Rationale: Different stakeholders need different data subsets - executives may want summary data while analysts need detailed information

  • Priority: P2





Test Case 11: Business Development Manager Role-Based Workflow and Technology Assessment

Test Case Metadata

  • Test Case ID: CRM02P1US02_TC_011
  • Title: Verify Business Development Manager Role-Specific Workflow for Technology Assessment and Strategic Partnership Analysis
  • Created By: Hetal
  • Created Date: 2024-01-20
  • Version: 1.0

Classification

  • Module/Feature: Company Management System
  • Test Type: Functional
  • Test Level: System
  • Priority: P1-Critical
  • Execution Phase: Regression
  • Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Role-Management, UI, MOD-Business-Development, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-User-Acceptance, Report-Security-Validation, Report-Customer-Segment-Analysis, Report-Quality-Dashboard, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Assessment-Engine, Role-Based-Access, Happy-Path

Business Context

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

Role-Based Context

  • User_Role: Business Development Manager
  • Permission_Level: Technology Assessment, Competitive Analysis, Strategic Partnership Management
  • Role_Restrictions: Cannot edit basic company information, Cannot access individual sales rep activities
  • Multi_Role_Scenario: Yes - comparison with other roles for strategic planning

Quality Metrics

  • Risk_Level: High
  • Complexity_Level: High
  • Expected_Execution_Time: 18 minutes
  • Reproducibility_Score: High
  • Data_Sensitivity: High
  • Failure_Impact: Critical

Coverage Tracking

  • Feature_Coverage: 100% of Business Development Manager role workflow
  • Integration_Points: Technology Assessment Engine, Competitive Analysis System, Strategic Planning Tools
  • Code_Module_Mapped: BD Manager Controller, Assessment Service, Competitive Analysis Module
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

  • Primary_Stakeholder: Product
  • Report_Categories: User-Acceptance, Customer-Segment-Analysis, Security-Validation, Product
  • Trend_Tracking: Yes
  • Executive_Visibility: Yes
  • Customer_Impact_Level: High

Requirements Traceability

Test Environment

  • Environment: Staging
  • Browser/Version: Chrome 115+, Firefox 110+
  • Device/OS: Windows 10/11, macOS 12+
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Assessment Engine, Competitive Analysis System, Strategic Planning Module, Permission System
  • Performance_Baseline: Assessment loads under 3 seconds, competitive analysis under 5 seconds
  • Data_Requirements: BD Manager account, companies with varying technology maturity levels

Prerequisites

  • Setup_Requirements: Business Development Manager account with appropriate role permissions
  • User_Roles_Permissions: BD Manager role with technology assessment and competitive analysis rights
  • Test_Data:
    • Portfolio Companies: TECH001, FIN001, MFG001 (varying technology maturity levels)
    • Technology Assessment Data: Complete assessments for comparison analysis
    • Competitive Intelligence: Market positioning data for strategic analysis
  • Prior_Test_Cases: Basic authentication and role assignment verified

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Login with Business Development Manager credentials

Dashboard loads with BD Manager-specific layout and strategic tools

BD Manager account

Verify role-specific interface per user story

2

Access company portfolio for technology assessment

View companies with focus on technology readiness indicators

TECH001, FIN001, MFG001

BD Manager flow: "assess company technology integration capabilities"

3

Navigate to TECH001 technology assessment

System Aging section accessible for detailed technology evaluation

TECH001 assessment

Technology readiness assessment per user story

4

Evaluate system aging and maturity

Review Overall Maturity, CRM System, Marketing Tools, Analytics Platform ratings

Technology maturity data

User story: "assess prospect's technology integration capabilities"

5

Access competitive positioning analysis

View competitive intelligence and market positioning tools

Competitive analysis dashboard

BD Manager flow: "track competitive positioning and win probability"

6

Review integration capabilities assessment

Analyze Data Integration method and Automation Level for partnership readiness

Integration assessment

User story: "inability to assess prospect's technology integration capabilities"

7

Document competitive intelligence

Add competitive analysis notes and market positioning insights

Competitive intelligence data

BD Manager flow: "managing competitive intelligence"

8

Generate partnership opportunity report

Create strategic partnership analysis based on technology assessment

Partnership analysis report

Strategic partnership development per user story

9

Access win probability scoring

Review probability scores based on technology maturity and competitive position

Win probability metrics

BD Manager flow: "track competitive positioning and win probability"

10

Test strategic planning tools

Access tools for developing partnership strategies and market opportunities

Strategic planning interface

User story: "develop more effective partnership strategies"

11

Verify restricted access controls

Confirm cannot edit basic company information or sales activities

Edit restrictions

Role-based permission enforcement

12

Create strategic partnership proposal

Document partnership opportunity with technology readiness justification

Partnership proposal

Strategic partnership workflow

13

Access automation level insights

Review company automation capabilities for integration planning

Automation assessment

Technology integration capability assessment

14

Generate competitive comparison

Compare multiple companies' technology maturity for market analysis

Multi-company comparison

Competitive analysis and market positioning

15

Test win-loss analysis access

Access historical win-loss patterns and competitive outcomes

Win-loss data

BD Manager flow: "analyze win-loss patterns and adjust approach strategies"

Verification Points

  • Primary_Verification: BD Manager can perform complete technology assessment and competitive analysis workflow
  • Secondary_Verifications: Strategic planning tools accessible, win probability analysis functional, competitive intelligence management works
  • Negative_Verification: Cannot edit company basic data, cannot access individual sales rep activities, restricted to strategic functions

Test Results (Template)

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record BD Manager workflow success, assessment capabilities, strategic tool access]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time taken]
  • Defects_Found: [Permission issues, assessment problems, strategic tool failures]
  • Screenshots_Logs: [BD Manager dashboard, assessment screens, competitive analysis tools]

Execution Analytics

  • Execution_Frequency: Per-Release
  • Maintenance_Effort: Medium
  • Automation_Candidate: Planned

Test Relationships

  • Blocking_Tests: User authentication and BD Manager role setup
  • Blocked_Tests: Multi-role strategic planning scenarios
  • Parallel_Tests: Can run with other role-based tests
  • Sequential_Tests: Should execute after technology assessment functionality verified

Additional Information

  • Notes: BD Manager role focuses on strategic assessment and competitive positioning rather than day-to-day company management
  • Edge_Cases: Multi-territory BD management, complex competitive scenarios, large portfolio assessments
  • Risk_Areas: Assessment accuracy, competitive intelligence security, strategic data access control
  • Security_Considerations: Competitive intelligence protection, strategic data access permissions, assessment audit trails

Missing Scenarios Identified

  • Scenario_1: Multi-company technology maturity benchmarking for industry analysis

  • Type: Enhancement

  • Rationale: BD Managers need industry-wide technology trends for strategic positioning

  • Priority: P2

  • Scenario_2: Automated competitive alert system for market changes

  • Type: Enhancement

  • Rationale: Real-time competitive intelligence needed for strategic decision making

  • Priority: P3




Test Case 12: Tag Management System - Add, Remove, and Category Management

Test Case Metadata

  • Test Case ID: CRM02P1US02_TC_012
  • Title: Verify Complete Tag Management System Including Add, Remove, Category Management, and Bulk Operations
  • Created By: Hetal
  • Created Date: 2024-01-20
  • Version: 1.0

Classification

  • Module/Feature: Company Management System
  • Test Type: Functional
  • Test Level: System
  • Priority: P2-High
  • Execution Phase: Regression
  • Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Tag-Management, UI, MOD-Tag-System, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Module-Coverage, Report-User-Acceptance, Report-Quality-Dashboard, Report-QA, Customer-All, Risk-Medium, Business-Medium, Revenue-Impact-Low, Integration-Tag-Engine, Tag-Management, 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: Sales Representative
  • Permission_Level: Tag Creation and Management Rights
  • Role_Restrictions: Cannot delete system tags, Cannot modify other users' custom tags
  • Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

  • Feature_Coverage: 100% of tag management functionality
  • Integration_Points: Tag Engine, Company Database, Search System, Filter Engine
  • Code_Module_Mapped: Tag Controller, Tag Service, Search Integration
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

  • Primary_Stakeholder: Engineering
  • Report_Categories: Module-Coverage, User-Acceptance, Quality-Dashboard, Engineering
  • Trend_Tracking: Yes
  • Executive_Visibility: No
  • Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

  • Environment: Staging
  • Browser/Version: Chrome 115+, Firefox 110+, Safari 16+
  • Device/OS: Windows 10/11, macOS 12+
  • Screen_Resolution: Desktop-1920x1080, Tablet-1024x768
  • Dependencies: Tag Management System, Company Database, Search Engine
  • Performance_Baseline: Tag operations under 1 second, search integration under 500ms
  • Data_Requirements: Companies with existing tags, predefined tag categories

Prerequisites

  • Setup_Requirements: Companies with various tag configurations, tag management permissions
  • User_Roles_Permissions: Sales Representative with tag management rights
  • Test_Data:
    • Target Company: TECH001 (TechCorp Solutions)
    • Existing Tags: Enterprise, SaaS, High Value (showing first 3 of 5+ tags)
    • Tag Categories: Industry (blue), Size (green), Status (orange), Custom (purple)
    • Available Tags: Decision Maker, Technology, Innovation, Strategic Partner
  • Prior_Test_Cases: Company detail page accessible

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to TECH001 company detail page

Company page loads with tags section visible showing current tags

TECH001 company

Verify tag display in company header per user story

2

Verify current tag display

Shows first 3 tags "Enterprise", "SaaS", "High Value" with overflow indicator "i" button

Existing tags display

Tag display limitation per business rules

3

Hover over "i" overflow indicator

Tooltip displays all 5+ tags including hidden ones

All tags tooltip

Complete tag visibility on hover

4

Verify tag color coding

Tags show category-based colors: Enterprise (blue), SaaS (blue), High Value (purple)

Tag color scheme

Color coding per tag categories

5

Click "Add Tag" button

Add tag interface opens with dropdown and text input

Add Tag button

Tag addition interface activation

6

View existing tag suggestions

Dropdown shows available tags: Decision Maker, Technology, Innovation, Strategic Partner

Available tag dropdown

Pre-defined tag selection option

7

Select existing tag

Choose "Decision Maker" from dropdown, tag preview appears

Decision Maker tag

Existing tag selection functionality

8

Apply selected tag

Click apply, tag appears in company tag list with appropriate color

Decision Maker tag added

Tag application and display

9

Test custom tag creation

Type new tag "AI/ML Focus" in text input field

Custom tag: "AI/ML Focus"

Custom tag creation capability

10

Create and apply custom tag

Click create, new tag appears with custom category color (purple)

AI/ML Focus tag

Custom tag creation and categorization

11

Verify tag search integration

Search companies by tag "Enterprise", results show only tagged companies

Tag-based search

Tag integration with search functionality

12

Test tag removal functionality

Click "×" on "High Value" tag, confirmation dialog appears

Remove High Value tag

Tag removal interface

13

Confirm tag removal

Confirm deletion, tag disappears from company tag list

Tag removal confirmation

Tag deletion processing

14

Test tag category management

Access tag categories, verify proper organization by type

Tag categories view

Tag organization by category

15

Verify tag limit enforcement

Attempt to add 10+ tags, system enforces reasonable limits

Tag quantity limits

Tag limit business rules

16

Test bulk tag operations

Select multiple companies, apply tag to all simultaneously

Bulk tag application

Mass tag management capability

17

Verify tag filter integration

Use tag filter in company list, results show only tagged companies

Tag filtering

Tag integration with filtering system

18

Test tag validation rules

Attempt invalid characters in tag name, validation prevents creation

Invalid tag characters

Tag name validation enforcement

Verification Points

  • Primary_Verification: Tag management system functions completely with add, remove, categorize, and search integration
  • Secondary_Verifications: Tag limits enforced, color coding consistent, bulk operations functional
  • Negative_Verification: Invalid tag names rejected, system tags protected, unauthorized tag operations prevented

Test Results (Template)

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record tag operations success, search integration, bulk functionality]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time taken]
  • Defects_Found: [Tag creation issues, removal problems, search integration failures]
  • Screenshots_Logs: [Tag interfaces, color coding examples, search results, bulk operations]

Execution Analytics

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

Test Relationships

  • Blocking_Tests: Company detail page access, search functionality
  • Blocked_Tests: Advanced filtering scenarios
  • Parallel_Tests: Can run with other company management tests
  • Sequential_Tests: Should execute after basic company functionality verified

Additional Information

  • Notes: Tag management provides essential categorization for company organization and search
  • Edge_Cases: Very long tag names, special characters, mass tag operations, tag inheritance
  • Risk_Areas: Tag performance with large datasets, search integration accuracy, bulk operation efficiency
  • Security_Considerations: Tag creation permissions, system tag protection, cross-user tag visibility

Missing Scenarios Identified

  • Scenario_1: Tag analytics and usage reporting for optimization

  • Type: Enhancement

  • Rationale: Understanding tag usage patterns helps optimize company categorization strategies

  • Priority: P3

  • Scenario_2: Tag templates and predefined sets for different industries

  • Type: Enhancement

  • Rationale: Industry-specific tag templates speed up company categorization process

  • Priority: P2




Test Case 13: Bulk Company Operations - Import, Export, and Mass Updates

Test Case Metadata

  • Test Case ID: CRM02P1US02_TC_013
  • Title: Verify Complete Bulk Company Operations Including CSV Import with Validation, Mass Updates, and Error Handling
  • Created By: Hetal
  • Created Date: 2024-01-20
  • Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Bulk-Operations, Database, MOD-Bulk-Processing, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Performance-Metrics, Report-Integration-Testing, Report-Quality-Dashboard, Report-QA, Customer-Enterprise, Risk-High, Business-High, Revenue-Impact-Medium, Integration-Bulk-Processor, Bulk-Operations, Happy-Path

Business Context

  • Customer_Segment: Enterprise
  • Revenue_Impact: Medium
  • Business_Priority: Should-Have
  • Customer_Journey: Onboarding
  • Compliance_Required: Yes
  • SLA_Related: Yes

Role-Based Context

  • User_Role: Sales Manager
  • Permission_Level: Bulk Operations Management Rights
  • Role_Restrictions: Cannot bulk modify companies outside territory
  • Multi_Role_Scenario: No

Quality Metrics

  • Risk_Level: High
  • Complexity_Level: High
  • Expected_Execution_Time: 20 minutes
  • Reproducibility_Score: Medium
  • Data_Sensitivity: High
  • Failure_Impact: High

Coverage Tracking

  • Feature_Coverage: 100% of bulk operations functionality
  • Integration_Points: Bulk Processor, Validation Engine, Company Database, Import Service
  • Code_Module_Mapped: Bulk Controller, Import Service, Validation Engine, Error Handler
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

  • Primary_Stakeholder: Engineering
  • Report_Categories: Performance-Metrics, Integration-Testing, Quality-Dashboard, Engineering
  • Trend_Tracking: Yes
  • Executive_Visibility: Yes
  • Customer_Impact_Level: High

Requirements Traceability

Test Environment

  • Environment: Staging
  • Browser/Version: Chrome 115+, Firefox 110+
  • Device/OS: Windows 10/11, macOS 12+
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Bulk Processing Service, Import Engine, Validation System, Database
  • Performance_Baseline: 100 companies import under 30 seconds, validation under 10 seconds
  • Data_Requirements: Clean database state, test CSV files with various scenarios

Prerequisites

  • Setup_Requirements: Sales Manager account with bulk operation permissions
  • User_Roles_Permissions: Bulk import/export and mass update permissions
  • Test_Data:
    • Valid CSV: 10 companies with complete, valid data
    • Invalid CSV: 5 companies with validation errors (duplicate names, invalid emails, missing required fields)
    • Large Dataset: 100+ companies for performance testing
    • Sample Format: "TechCorp Solutions, Technology, Enterprise, San Francisco CA, techcorp.com"
  • Prior_Test_Cases: Basic company creation and validation verified

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to companies dashboard

Dashboard loads with "Bulk Add" button visible in top toolbar

Companies dashboard

Verify bulk operations access point

2

Click "Bulk Add" button

"Bulk Add Companies" modal opens with import interface

Bulk Add modal

Bulk import interface activation

3

Verify modal structure

Shows text area for data input, sample format display, and sample data button

Modal layout

Import interface structure per user story

4

View sample format guidance

Sample format shows: "Company Name, Industry, Size, Location, Website" format

Sample format display

Format guidance per business rules

5

Click "Use Sample Data" button

Sample data populates in text area with 4 example companies

Sample data population

Sample data functionality

6

Verify sample data format

Data shows proper CSV format: "TechCorp Solutions, Technology, Enterprise, San Francisco CA, techcorp.com"

Sample data validation

Data format compliance

7

Clear sample data and input valid CSV

Paste 10 valid companies in proper format

Valid CSV data (10 companies)

Valid data input testing

8

Click "Parse Data" button

Processing begins, shows parsing progress and validation results

Parse processing

Data parsing and validation

9

Verify parsing success

Shows "10 companies will be imported" with success indicators

Parsing results

Successful parsing confirmation

10

Confirm import processing

Click confirm, import begins with progress tracking

Import confirmation

Bulk import execution

11

Verify import completion

Success message shows "10 companies imported successfully"

Import success

Successful bulk import completion

12

Validate imported companies

Check companies list, verify all 10 companies appear correctly

Imported companies verification

Data integrity validation

13

Test invalid data handling

Input CSV with duplicate names, invalid emails, missing required fields

Invalid CSV data

Error handling testing

14

Verify validation errors

System identifies and reports specific validation errors with line numbers

Validation error display

Error identification and reporting

15

Test partial import handling

CSV with mix of valid and invalid data

Mixed validity dataset

Partial import processing

16

Verify partial import results

Valid companies import, invalid ones reported with specific errors

Partial import outcome

Error isolation and valid data processing

17

Test large dataset import

Import 100+ companies, monitor performance and completion

Large dataset (100+ companies)

Performance testing with substantial volume

18

Verify large import performance

Import completes within 30-second baseline, all data accurate

Performance validation

Performance requirement compliance

19

Test duplicate prevention

Import CSV containing companies that already exist

Duplicate company data

Duplicate detection and prevention

20

Verify duplicate handling

System prevents duplicates, reports existing companies clearly

Duplicate prevention

Data integrity protection

Verification Points

  • Primary_Verification: Bulk operations function correctly with proper validation, error handling, and performance
  • Secondary_Verifications: Sample data helpful, parsing accurate, partial imports handled gracefully
  • Negative_Verification: Invalid data rejected with clear errors, duplicates prevented, large datasets handled efficiently

Test Results (Template)

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record import success rates, validation accuracy, performance metrics, error handling effectiveness]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time taken]
  • Defects_Found: [Import failures, validation issues, performance problems, error handling defects]
  • Screenshots_Logs: [Import interfaces, validation results, error messages, performance measurements]

Execution Analytics

  • Execution_Frequency: Per-Release
  • Maintenance_Effort: Medium
  • Automation_Candidate: Planned

Test Relationships

  • Blocking_Tests: Company creation validation, basic import functionality
  • Blocked_Tests: None
  • Parallel_Tests: Can run independently after data validation verified
  • Sequential_Tests: Should execute after individual company creation functionality confirmed

Additional Information

  • Notes: Bulk operations critical for enterprise onboarding and data migration scenarios
  • Edge_Cases: Very large files, international character sets, network interruptions during import
  • Risk_Areas: Data integrity during bulk operations, performance with large datasets, validation accuracy
  • Security_Considerations: Bulk operation permissions, data validation security, import audit trails

Missing Scenarios Identified

  • Scenario_1: Scheduled bulk imports with automated processing for regular data updates

  • Type: Enhancement

  • Rationale: Enterprise customers need automated data synchronization from external systems

  • Priority: P3

  • Scenario_2: Bulk export templates customized for different stakeholder needs

  • Type: Enhancement

  • Rationale: Different departments need different data subsets for their specific use cases

  • Priority: P2




Test Case 14: Activity Timeline Integration - Cross-Module Activity Logging

Test Case Metadata

  • Test Case ID: CRM02P1US02_TC_014
  • Title: Verify Complete Activity Timeline Integration Across Email, Call, Meeting, and Document Activities with Real-Time Updates
  • Created By: Hetal
  • Created Date: 2024-01-20
  • Version: 1.0

Classification

  • Module/Feature: Company Management System
  • Test Type: Integration
  • Test Level: System
  • Priority: P2-High
  • Execution Phase: Regression
  • Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Activity-Integration, API, MOD-Activity-Timeline, P2-High, Phase-Regression, Type-Integration, Platform-Web, Report-Integration-Testing, Report-Engineering, Report-User-Acceptance, Report-Quality-Dashboard, Report-QA, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Activity-System, Activity-Timeline, Happy-Path

Business Context

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

Role-Based Context

  • User_Role: Sales Representative
  • Permission_Level: Full Activity Management Rights
  • Role_Restrictions: Cannot view other users' private activities
  • Multi_Role_Scenario: Yes - activities visible across roles for collaboration

Quality Metrics

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

Coverage Tracking

  • Feature_Coverage: 100% of activity timeline integration
  • Integration_Points: Activity Timeline, Email System, Call System, Meeting Scheduler, Document Manager
  • Code_Module_Mapped: Activity Controller, Timeline Service, Integration Handler
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

  • Primary_Stakeholder: Engineering
  • Report_Categories: Integration-Testing, User-Acceptance, Quality-Dashboard, Engineering
  • Trend_Tracking: Yes
  • Executive_Visibility: No
  • Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

  • Environment: Staging
  • Browser/Version: Chrome 115+, Firefox 110+
  • Device/OS: Windows 10/11, macOS 12+
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Activity Timeline, Email Service, Call System, Meeting Scheduler
  • Performance_Baseline: Activity updates under 2 seconds, timeline loads under 3 seconds
  • Data_Requirements: Company with various activity types for comprehensive testing

Prerequisites

  • Setup_Requirements: Company with existing activities, integrated communication systems
  • User_Roles_Permissions: Sales Representative with activity management permissions
  • Test_Data:
    • Company: TECH001 (TechCorp Solutions)
    • Existing Activities:
      • ACT001: Product Demo Meeting (2024-01-18, Meeting type)
      • ACT002: Follow-up Email (2024-01-17, Email type)
      • ACT003: Discovery Call (2024-01-15, Call type)
      • ACT004: Proposal Document (2024-01-12, Document type)
  • Prior_Test_Cases: Company accessible, communication systems functional

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to TECH001 Activities tab

Activities timeline loads showing chronological activity list

TECH001 activities

Timeline integration verification

2

Verify activity type differentiation

Different activity cards show proper type badges and icons

Activity type display

Visual activity type distinction

3

Send email from company page

Use email system to send message, verify activity creation

Email activity generation

Email-timeline integration

4

Check email activity logging

New email activity appears in timeline with sender, recipients, subject

Email activity details

Email activity integration accuracy

5

Make call from company page

Use call system to log call, verify activity creation

Call activity generation

Call-timeline integration

6

Verify call activity details

Call activity shows contact, purpose, duration, outcome, notes

Call activity information

Call activity detail integration

7

Create meeting activity

Add meeting through activity interface, include participants and agenda

Meeting creation

Meeting activity functionality

8

Verify meeting activity display

Meeting shows date, time, duration, participants, agenda, outcome

Meeting activity details

Meeting activity information display

9

Test real-time activity updates

Create activity, verify immediate appearance in timeline

Real-time update

Live activity timeline updates

10

Verify chronological ordering

Activities display in correct reverse chronological order

Activity sequence

Timeline sorting accuracy

11

Test activity editing

Edit existing activity, verify changes reflect in timeline

Activity modification

Activity update functionality

12

Verify activity metadata

Each activity shows creator, timestamp, last modified information

Activity metadata

Comprehensive activity tracking

13

Test activity search within timeline

Search activities by type, participant, or keyword

Activity search

Timeline search functionality

14

Verify cross-contact activity sync

Activities involving multiple contacts appear in relevant contact records

Cross-contact sync

Multi-contact activity integration

15

Test activity filtering by type

Filter timeline by activity type (Email, Call, Meeting, Document)

Activity type filtering

Timeline filtering capabilities

Verification Points

  • Primary_Verification: All activity types integrate correctly with timeline showing proper details and chronological order
  • Secondary_Verifications: Real-time updates functional, cross-contact sync works, filtering and search accurate
  • Negative_Verification: Private activities protected, deleted activities removed, invalid activity data rejected

Test Results (Template)

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record integration success, timeline accuracy, real-time performance]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time taken]
  • Defects_Found: [Integration failures, timeline issues, sync problems]
  • Screenshots_Logs: [Timeline views, activity details, integration confirmations]

Execution Analytics

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

Test Relationships

  • Blocking_Tests: Email and call functionality, company access
  • Blocked_Tests: Cross-module reporting features
  • Parallel_Tests: Can run with other activity-related tests
  • Sequential_Tests: Should execute after individual communication features verified

Additional Information

  • Notes: Activity timeline provides comprehensive view of all company interactions for relationship management
  • Edge_Cases: High-volume activity companies, concurrent activity creation, activity conflicts
  • Risk_Areas: Integration synchronization, timeline performance, data consistency across modules
  • Security_Considerations: Activity visibility permissions, private activity protection, audit trail integrity

Missing Scenarios Identified

  • Scenario_1: Activity timeline export for compliance and reporting purposes

  • Type: Enhancement

  • Rationale: Compliance requirements may need complete activity history exports

  • Priority: P3

  • Scenario_2: Activity reminder and follow-up automation based on activity outcomes

  • Type: Enhancement

  • Rationale: Systematic follow-up improves customer relationship management effectiveness

  • Priority: P2




Test Case 15: Performance and Scalability Validation Under Load

Test Case 15: Performance and Scalability Validation Under Load

User Story: CRM02P1US02




Test Case Metadata

  • Test Case ID: CRM02P1US02_TC_015
  • Title: Verify System Performance and Scalability Under Various Load Conditions with Response Time Validation and Enterprise SLA Compliance
  • Created By: Hetal
  • Created Date: 2024-01-20
  • Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: Performance-Testing, CRM-Scalability, Database, MOD-Performance, P1-Critical, Phase-Performance, Type-Performance, Platform-Web, Report-Performance-Metrics, Report-Engineering, Report-Quality-Dashboard, Report-Customer-Segment-Analysis, Report-QA, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-Medium, Integration-Load-Testing, Performance-Validation, Load-Testing

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: Multiple Users (Sales Manager, Sales Representative, Business Development Manager)
  • Permission_Level: Varies by role during concurrent testing scenarios
  • Role_Restrictions: Performance testing validates all permission levels under load
  • Multi_Role_Scenario: Yes - concurrent multi-role usage simulation for realistic enterprise conditions

Quality Metrics

  • Risk_Level: High
  • Complexity_Level: High
  • Expected_Execution_Time: 45 minutes
  • Reproducibility_Score: Medium
  • Data_Sensitivity: Medium
  • Failure_Impact: Critical

Coverage Tracking

  • Feature_Coverage: 100% of performance-critical functionality under enterprise load conditions
  • Integration_Points: Database Layer, Search Engine, Export Service, Activity Timeline, All Major System Components
  • Code_Module_Mapped: All Controllers, Services, Database Layer, Cache Layer, Load Balancer, Auto-scaling Components
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

  • Primary_Stakeholder: Engineering
  • Report_Categories: Performance-Metrics, Quality-Dashboard, Customer-Segment-Analysis, Engineering, QA
  • Trend_Tracking: Yes
  • Executive_Visibility: Yes
  • Customer_Impact_Level: High

Requirements Traceability

Test Environment

  • Environment: Dedicated Performance Testing Environment
  • Browser/Version: Chrome 115+, Firefox 110+, Safari 16+ (multiple concurrent instances)
  • Device/OS: Multiple concurrent sessions simulating various user devices and operating systems
  • Screen_Resolution: Various resolutions (1920x1080, 1366x768, 1024x768) for comprehensive load simulation
  • Dependencies: Load Testing Tools (JMeter/LoadRunner), Performance Monitoring (New Relic/DataDog), Database Performance Tracking
  • Performance_Baseline: Dashboard loads <3s, KPI calculations <1s, Search results <500ms, CSV Export <10s for 500+ records
  • Data_Requirements: Enterprise-scale dataset (1000+ companies, 5000+ contacts, 10000+ activities, 50000+ tags)

Prerequisites

  • Setup_Requirements: Dedicated performance testing environment with comprehensive monitoring tools and enterprise-scale data
  • User_Roles_Permissions: Multiple authenticated user accounts across all three roles (Sales Manager, Sales Rep, BD Manager)
  • Test_Data:
    • Large Company Dataset: 1000+ companies with complete profiles including:
      • TECH001-TECH300: Technology companies with full data
      • FIN001-FIN200: Financial services companies
      • MFG001-MFG250: Manufacturing companies
      • HLTH001-HLTH150: Healthcare companies
      • ENR001-ENR100: Energy companies
    • High Activity Volume: 10000+ activities distributed across companies
    • Extensive Contact Network: 5000+ contacts with realistic company associations
    • Concurrent User Simulation: 50+ simultaneous user sessions with realistic usage patterns
    • Geographic Distribution: Users simulated from multiple geographic regions
  • Prior_Test_Cases: All functional test cases (TC_001-TC_014) must pass baseline performance requirements

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Initialize comprehensive performance monitoring suite

All monitoring tools active: CPU, memory, database, network metrics captured with baseline established

Performance monitoring dashboard

Establish baseline metrics before load testing begins

2

Execute single-user baseline performance test

Dashboard loads under 3-second baseline with 1000+ companies visible, all KPI calculations complete under 1 second

Single user with full dataset

Single user performance validation with enterprise data volume

3

Validate core operation baselines

Search returns results under 500ms, company creation under 2s, contact attachment under 3s, email sending under 5s

Core operation timing

Individual operation performance benchmarks

4

Test KPI calculation performance at scale

KPI calculations (Total Companies, At Risk, Open Opportunities, No Recent Activity) complete under 1-second baseline

KPI calculation with 1000+ companies

Core dashboard calculation scalability

5

Simulate 5 concurrent users - initial load

5 users accessing dashboard, performing searches, creating companies simultaneously with performance maintained

5 concurrent user sessions

Initial concurrency testing with light load

6

Monitor response time degradation

All response times remain within 10% of baseline performance under light concurrent load

Response time metrics

Performance impact measurement under initial load

7

Increase load to 15 concurrent users

15 users performing mixed operations: dashboard access, search, company creation, export operations

15 concurrent sessions

Medium load testing with realistic user mix

8

Test database connection pooling

Database connections managed efficiently, no connection exhaustion under medium load

Database connection metrics

Database scalability and connection management

9

Simulate realistic user behavior patterns

Users performing typical workflows: dashboard → search → company detail → contact management → activities

Realistic usage patterns

Real-world usage simulation under load

10

Scale to 30 concurrent users

30 users performing full range of operations with system maintaining acceptable performance

30 concurrent sessions

Higher load testing approaching enterprise peak usage

11

Test search performance under load

Search functionality maintains sub-500ms response time with 30 concurrent users searching large dataset

Search performance under load

Search engine scalability validation

12

Validate export functionality under load

CSV exports complete within 10-second baseline despite concurrent user load and large datasets

Export performance under load

Export service scalability testing

13

Reach peak load with 50 concurrent users

50 simultaneous users representing peak enterprise usage performing comprehensive operations

50 concurrent sessions

Peak load simulation for enterprise scalability

14

Monitor system stability at peak

System remains stable with no crashes, error rates below 0.1%, response times within acceptable degradation

System stability metrics

Stability validation under maximum expected load

15

Test auto-scaling mechanisms

System automatically scales resources (CPU, memory, database connections) under increased load

Auto-scaling behavior

Scalability infrastructure validation

16

Validate memory management

Memory consumption remains within limits, no memory leaks detected during sustained load

Memory utilization tracking

Resource management efficiency

17

Test sustained load endurance

System maintains performance over 30-minute sustained peak load period

30-minute sustained load

Long-term performance stability validation

18

Monitor database performance optimization

Database queries remain optimized, indexing effective, no table locks or deadlocks

Database performance metrics

Database optimization under load

19

Test cache effectiveness

Caching systems (Redis/Memcached) improve response times for repeated operations and searches

Cache hit/miss ratios

Cache system performance validation

20

Validate error handling under stress

System gracefully handles errors, provides appropriate user feedback, maintains data integrity

Error rate and handling

System resilience under stress conditions

21

Test load balancer efficiency

Load balancing distributes requests evenly across server instances, no single point bottleneck

Load distribution metrics

Load balancing effectiveness

22

Monitor API performance

All API endpoints maintain response time SLAs under concurrent load conditions

API response timing

API scalability validation

23

Test recovery after peak load

System returns to baseline performance levels after load reduction, resources deallocated properly

Recovery performance metrics

Load recovery and resource cleanup

24

Validate SLA compliance

All critical operations meet defined SLA requirements: 99.9% uptime, <5s response times

SLA compliance metrics

Service level agreement validation

25

Test concurrent bulk operations

Multiple users performing bulk imports/exports simultaneously without system degradation

Concurrent bulk operations

Bulk operation scalability

Verification Points

  • Primary_Verification: All system operations maintain defined performance baselines under enterprise-level concurrent load conditions
  • Secondary_Verifications: System stability maintained throughout testing, resource utilization acceptable, auto-scaling mechanisms functional
  • Negative_Verification: No system crashes or failures, memory leaks prevented, error rates within acceptable limits (<0.1%)

Test Results (Template)

  • Status: [Pass/Fail/Blocked/Not-Tested]
  • Actual_Results: [Record detailed response times, throughput metrics, error rates, resource utilization percentages, auto-scaling behavior]
  • Execution_Date: [When test was executed]
  • Executed_By: [Who performed the test]
  • Execution_Time: [Actual time taken for complete load testing cycle]
  • Defects_Found: [Performance degradation issues, stability problems, resource management failures, SLA violations]
  • Screenshots_Logs: [Performance monitoring graphs, system resource dashboards, error logs, load distribution charts, response time trends]

Execution Analytics

  • Execution_Frequency: Pre-Release (Major releases), Monthly (Performance regression)
  • Maintenance_Effort: High
  • Automation_Candidate: Yes (Fully automated with CI/CD integration)

Test Relationships

  • Blocking_Tests: All functional test cases (TC_001-TC_014) must demonstrate baseline performance
  • Blocked_Tests: Production deployment, Enterprise customer onboarding
  • Parallel_Tests: Cannot run concurrently with other load tests or performance-intensive operations
  • Sequential_Tests: Must execute after complete functional validation suite

Additional Information

  • Notes: Performance testing validates system readiness for enterprise-scale deployment with multiple concurrent users and large datasets
  • Edge_Cases: Network latency simulation, database failover scenarios, cache invalidation under load, geographic load distribution
  • Risk_Areas: Database performance bottlenecks, memory management under sustained load, cascade failures, auto-scaling delays
  • Security_Considerations: Performance testing data security, load testing environment isolation, production data protection during testing

Missing Scenarios Identified

  • Scenario_1: Geographic load distribution testing with simulated users from multiple global regions for multinational enterprise deployment
  • Type: Performance
  • Rationale: Global enterprise customers require consistent performance across different geographic regions and network conditions
  • Priority: P2
  • Scenario_2: Mobile device performance testing under various network conditions (3G, 4G, WiFi) with device-specific constraints
  • Type: Performance
  • Rationale: Mobile sales representatives need consistent performance across different network speeds and device capabilities
  • Priority: P3
  • Scenario_3: Disaster recovery performance testing including failover scenarios and system recovery time validation
  • Type: Performance
  • Rationale: Enterprise customers require guaranteed recovery times and performance consistency during disaster scenarios
  • Priority: P2