Company Management System - CRM02P1US02
Test Case 1: Dashboard KPI Calculation and Real-Time Updates
- 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
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
- 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 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
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
- 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 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
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
- 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 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
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
Missing Scenarios Identified
Test Case 5: Email Communication Workflow - Template and Custom Options
- 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
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
- 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 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
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
- 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 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
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
- 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 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
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
- 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 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
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
- 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 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
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
- 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 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
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
- 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 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
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
- 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 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
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
- 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 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
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
- 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 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
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
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
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