CRM Campaign Management System - CRM05P1US5

Test Case 1 - Campaign Dashboard Summary Metrics Display

Test Case Metadata

Test Case ID: CRM05P1US5_TC_001
Title: Verify Campaign Dashboard Summary Metrics Display with Role-Based Access Validation
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Campaign-Analytics-Service, UI-Dashboard, MOD-Dashboard, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Engineering, Report-Product, Report-User-Acceptance, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Analytics-API, Role-Marketing-Manager, Happy-Path

Business Context

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

Role-Based Context

User_Role: Marketing Manager
Permission_Level: Full Dashboard Access
Role_Restrictions: Cannot modify campaign settings directly
Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 90%
Integration_Points: Dashboard-API, Analytics-Service, Campaign-Database
Code_Module_Mapped: Dashboard.Summary, CampaignMetrics.Calculator
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: AC-1 (Dashboard metrics display), AC-2 (Real-time updates), AC-4 (ROI calculation)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_002, CRM05P1US5_TC_026

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: Campaign Service API, Analytics Database, Real-time Calculation Engine
Performance_Baseline: < 3 seconds page load, < 15 minutes metric updates
Data_Requirements: 2 active campaigns, 6,562 total reach contacts, ROI performance data

Prerequisites

Setup_Requirements: Clean database with Q4 Product Launch and Holiday Retargeting campaigns
User_Roles_Permissions: Marketing Manager role with dashboard.read permissions
Test_Data:

• Campaign 1: "Q4 Product Launch" (Active, 2,847 contacts, 285% ROI)
• Campaign 2: "Holiday Retargeting" (Paused, 1,256 contacts, 190% ROI)
• User Account: sarah.johnson@techcorp.com (Marketing Manager role)
  Prior_Test_Cases: User authentication validation must pass

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Login as Marketing Manager and navigate to /campaigns URL	Campaigns dashboard loads successfully within 3 seconds, page title shows "Campaigns - Manage and analyze your marketing campaigns"	URL: /campaigns<br>User: sarah.johnson@techcorp.com<br>Role: Marketing Manager	Verify page header displays user role indicator
2	Verify Active Campaigns summary card	Card displays "2" with blue background, play triangle icon, and "Active Campaigns" label	Expected Count: 2 active campaigns<br>Visual: Blue card with play icon	Card should be clickable and show hover effect
3	Verify Total Reach summary card	Card displays "6,562" with green background, people/users icon, and "Total Reach" label	Expected Reach: 6,562 contacts (2,847 + 3,715 from other campaigns)<br>Visual: Green card with people icon	Number should format with commas for readability
4	Verify Avg Open Rate summary card	Card displays "69%" with purple background, envelope icon, and "Avg Open Rate" label with trend indicator	Expected Rate: 69% weighted average<br>Calculation: (70% * 2,250 + 68% * 890) / 3,140<br>Visual: Purple card with envelope icon	Verify weighted calculation accuracy
5	Verify Total ROI summary card	Card displays "310%" with orange background, trending up arrow icon, and "Total ROI" label	Expected ROI: 310% aggregate ROI<br>Calculation: Combined revenue/cost across campaigns<br>Visual: Orange card with upward trend arrow	Should show revenue amount on hover
6	Click Active Campaigns card filter functionality	Campaign list filters to show only active campaigns (Q4 Product Launch visible, Holiday Retargeting hidden)	Filter Result: Only "Q4 Product Launch" visible<br>Hidden: "Holiday Retargeting" (Paused status)	List updates within 500ms with smooth animation
7	Hover over Total ROI card for trend details	Tooltip displays "+12.5%" trend indicator with "$15,750 revenue" detail	Trend Data: +12.5% improvement<br>Revenue: $15,750 total<br>Tooltip: Appears within 300ms	Trend calculation based on previous period
8	Verify real-time update indicator	Dashboard shows last updated timestamp and auto-refresh indicator	Update Frequency: Every 15 minutes<br>Timestamp: "Last updated: 2 minutes ago"<br>Indicator: Spinning refresh icon when updating	Auto-refresh should not interrupt user interactions
9	Test responsive card layout on smaller screen (1366x768)	Cards maintain readability and functionality at lower resolution	Screen Size: 1366x768<br>Layout: Cards stack appropriately<br>Text: Remains readable	Icons and numbers should not overlap
10	Verify Marketing Manager role indicators	Dashboard shows appropriate role-based options and restrictions	Role Indicators: "Create Campaign" button visible<br>Restrictions: No direct edit options on individual campaigns<br>Permissions: Full analytics access	Role-appropriate UI elements displayed

Verification Points

Primary_Verification: All 4 summary cards display mathematically accurate values with proper visual formatting and role-appropriate access
Secondary_Verifications: Trend indicators calculate correctly, real-time updates function, responsive design maintains usability
Negative_Verification: Paused campaigns excluded from active count, no calculation errors, no unauthorized access to restricted features

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual card values, calculations, and visual elements observed]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if calculation errors or display issues discovered]
Screenshots_Logs: [Evidence of card displays and calculations]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: User authentication, Campaign data setup
Blocked_Tests: Campaign detail navigation, Filter functionality tests
Parallel_Tests: CRM05P1US5_TC_027 (Campaign Specialist view)
Sequential_Tests: Must pass before detailed campaign tests

Additional Information

Notes: Critical test validating primary dashboard functionality that all users interact with daily
Edge_Cases: Zero active campaigns, campaigns with no performance data, calculation overflow scenarios
Risk_Areas: Real-time calculation accuracy, role-based access control, performance under concurrent access
Security_Considerations: Role-based data visibility, no exposure of unauthorized campaign information

Missing Scenarios Identified

Scenario_1: Dashboard behavior when external analytics service is unavailable
Type: Integration
Rationale: User story mentions dependency on analytics service for real-time calculations
Priority: P2-High

Scenario_2: Role comparison testing (Marketing Manager vs Campaign Specialist dashboard differences)
Type: Role-Based Access
Rationale: User story defines distinct roles with different permissions
Priority: P1-Critical

---

Test Case 2 - Campaign Search and Filter Functionality

Test Case Metadata

Test Case ID: CRM05P1US5_TC_002
Title: Verify Campaign Search and Filter Functionality with Real-time Results
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Campaign Search and Filters
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Search-Service, UI-Filters, MOD-Search, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Module-Coverage, Report-Engineering, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Search-Engine, Filter-Functionality, 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: Marketing Manager
Permission_Level: Full Search Access
Role_Restrictions: Can only see campaigns assigned to user or public campaigns
Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 85%
Integration_Points: Search-Engine, Campaign-Database, Filter-Service
Code_Module_Mapped: Search.Controller, Filter.Logic
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Module-Coverage, Regression-Coverage
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-8 (Campaign search functionality), Business Rule BR-3 (Search minimum characters)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_001

Test Environment

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Campaign Database, Search Service, ElasticSearch
Performance_Baseline: < 500ms search response time
Data_Requirements: Multiple campaigns with different statuses and names

Prerequisites

Setup_Requirements: Database with multiple test campaigns
User_Roles_Permissions: Marketing Manager with campaign.search permissions
Test_Data:

• Campaigns: "Q4 Product Launch", "Holiday Retargeting", "Lead Nurturing Series"
• User: sarah.johnson@techcorp.com
• Campaign statuses: Active, Paused, Draft
  Prior_Test_Cases: CRM05P1US5_TC_001 (Dashboard load) must pass

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Locate search field "Search campaigns..." on dashboard	Field visible with placeholder text "Search campaigns...", cursor changes to text input on focus	Placeholder: "Search campaigns..."<br>Field: Input field with magnifying glass icon	Input field should be prominently positioned
2	Enter partial campaign name with minimum characters	No search triggered until 2+ characters, shows helper text "Minimum 2 characters required"	Input: "Q" (1 char)<br>Expected: No search results<br>Helper text appears	Validate minimum character requirement
3	Enter valid partial campaign name	Campaigns filtered dynamically as typing, matching results appear within 500ms	Input: "Q4"<br>Expected: Shows "Q4 Product Launch"<br>Hidden: Other campaigns	Real-time filtering without page refresh
4	Clear search field using X button	All campaigns display again, search field returns to placeholder state	Action: Click X icon<br>Result: Filter resets, all campaigns visible<br>Field: Returns to placeholder text	Clear functionality restores full list
5	Search with complete campaign name	Shows exact match with highlighting of search term	Input: "Holiday Retargeting"<br>Expected: Shows only "Holiday Retargeting"<br>Highlight: "Holiday Retargeting" text highlighted	Exact match functionality
6	Search with non-existent campaign name	Shows "No campaigns found" message with option to reset search	Input: "NonExistentCampaign123"<br>Result: "No campaigns found" message<br>Option: "Clear search" link visible	User-friendly empty state
7	Test search with special characters	Handles special chars without errors, shows relevant results or no results message	Input: "Q4@#$"<br>Expected: No results found message<br>System: No JavaScript errors or crashes	Special character handling
8	Test search performance with long query	Search remains responsive, results return within 500ms performance baseline	Input: "Very long campaign name with multiple words and characters"<br>Performance: < 500ms response<br>Results: Appropriate matches or no results	Performance validation
9	Verify search result highlighting	Matching text in campaign names is highlighted in search results	Search: "Product"<br>Result: "Q4 Product Launch" (bold highlighting)<br>Highlight: Visual emphasis on matching term	Search term highlighting
10	Test search field focus and keyboard navigation	Enter key triggers search, Escape clears field, Tab navigation works	Keyboard: Enter key searches<br>Escape: Clears field<br>Tab: Moves focus appropriately	Keyboard accessibility

Verification Points

Primary_Verification: Search returns accurate results based on campaign names with real-time filtering
Secondary_Verifications: Minimum character validation, performance requirements met, special character handling
Negative_Verification: No results for invalid searches, no system errors with edge case inputs

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record search results, performance times, and UI behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for search issues]
Screenshots_Logs: [Evidence of search functionality]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CRM05P1US5_TC_001 (Dashboard load)
Blocked_Tests: Advanced filter tests
Parallel_Tests: Can run with other UI tests
Sequential_Tests: Should run after basic dashboard validation

Additional Information

Notes: Search functionality is critical for users managing multiple campaigns
Edge_Cases: Very long search terms, Unicode characters, SQL injection attempts
Risk_Areas: Search performance with large datasets, special character encoding
Security_Considerations: Input sanitization, no exposure of restricted campaigns

Missing Scenarios Identified

Scenario_1: Search functionality when database connection is slow or unavailable
Type: Integration
Rationale: User story implies dependency on database for search results
Priority: P3-Medium

Scenario_2: Multi-criteria search (search by campaign name + status + date)
Type: Enhancement
Rationale: Advanced users may need complex search capabilities
Priority: P3-Medium

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Test Case 3 - Hot Leads Popup Display and Functionality

Test Case Metadata

Test Case ID: CRM05P1US5_TC_003
Title: Verify Hot Leads Popup Functionality and Lead Information Display with Score Validation
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Hot Leads Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Lead-Scoring-Service, UI-Popup, MOD-Leads, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Report-Product, Report-Quality-Dashboard, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-CRM, Lead-Management, Happy-Path

Business Context

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

Role-Based Context

User_Role: Marketing Manager, Sales Manager
Permission_Level: Hot Leads Access
Role_Restrictions: Cannot modify lead scores directly
Multi_Role_Scenario: Yes (Marketing and Sales collaboration)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 95%
Integration_Points: Lead-Scoring-Engine, Contact-Database, CRM-Integration
Code_Module_Mapped: LeadScoring.Calculator, Popup.Controller
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Engineering, Product, Quality-Dashboard
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-4 (Hot leads identification), AC-13 (Lead scoring ≥90), BR-5 (Lead engagement tracking)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_014 (Leads Tab), CRM05P1US5_TC_027 (Real-time notifications)

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: Lead Scoring Service, Contact Database, Real-time Analytics Engine
Performance_Baseline: Popup load < 1 second, score calculations < 2 seconds
Data_Requirements: Hot leads with scores ≥90, engagement data, contact information

Prerequisites

Setup_Requirements: Q4 Product Launch campaign with hot leads data
User_Roles_Permissions: Marketing Manager or Sales Manager role with leads.read permissions
Test_Data:

• Lead 1: Sarah Johnson, TechCorp Solutions, VP Sales, Score: 95, Email: sarah.johnson@techcorp.com, Phone: +1 (555) 123-4567
• Lead 2: Michael Chen, InnovateTech, CTO, Score: 92, Email: m.chen@innovatetech.io, Phone: +1 (555) 987-6543
• Campaign: "Q4 Product Launch" (Active)
  Prior_Test_Cases: CRM05P1US5_TC_001 (Dashboard navigation)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to campaigns dashboard and locate Hot Leads badge on Q4 Product Launch campaign	Red badge shows "Hot Leads (2)" with flame icon, positioned prominently on campaign row	Campaign: "Q4 Product Launch"<br>Badge: Red background, flame icon<br>Count: "Hot Leads (2)"	Badge should pulsate or have visual emphasis
2	Click on Hot Leads badge	Popup modal opens within 1 second, overlays dashboard with dark background, centers on screen	Action: Click "Hot Leads (2)" badge<br>Result: Modal popup appears<br>Overlay: Semi-transparent dark background	Smooth animation and proper z-index layering
3	Verify popup header information	Header displays "Hot Leads from 'Q4 Product Launch'" with lead count badge and close X button	Header: "Hot Leads from 'Q4 Product Launch'"<br>Count Badge: "2 Leads" (red background)<br>Close: X button (top-right)	Header should clearly identify campaign source
4	Verify first lead card - Sarah Johnson details	Complete lead information displayed with proper formatting and visual elements	Name: "Sarah Johnson" (clickable link)<br>Initials: "SJ" (circular avatar)<br>Company: "TechCorp Solutions"<br>Position: "VP of Sales"<br>Score: 95 (prominent display)	Avatar should show initials clearly
5	Verify Sarah Johnson engagement level badge	"Very High Engagement" badge displayed in red color indicating top engagement tier	Engagement: "Very High Engagement"<br>Badge Color: Red background<br>Criteria: Score ≥90 triggers Very High	Badge color should match engagement level
6	Verify Sarah Johnson contact information	Email and phone clickable with proper formatting, source and activity information	Email: sarah.johnson@techcorp.com (clickable)<br>Phone: +1 (555) 123-4567 (clickable)<br>Source: "Email Click"<br>Activity: "2 hours ago"	Contact methods should be actionable
7	Verify second lead card - Michael Chen details	Complete lead information with all required fields populated and formatted	Name: "Michael Chen" (clickable)<br>Initials: "MC" (circular avatar)<br>Company: "InnovateTech"<br>Position: "CTO"<br>Score: 92 (visible)	Consistent formatting with first lead
8	Verify Michael Chen engagement and source data	Engagement level appropriate for score 92, source tracking accurate	Engagement: "Very High Engagement"<br>Source: "Multiple Opens"<br>Activity: "1 day ago"<br>Score: 92 (≥90 threshold)	Source should reflect actual lead behavior
9	Test action buttons functionality on both leads	Email, Call, and Notes buttons are functional and trigger appropriate actions	Sarah: Email, Call, Notes buttons<br>Michael: Email, Call, Notes buttons<br>Actions: Buttons respond to clicks	Buttons should show hover states
10	Verify score threshold validation	Only leads with scores ≥90 displayed, no leads with scores <90 visible	Score Validation: Sarah (95) ✓, Michael (92) ✓<br>Threshold: ≥90 requirement met<br>Hidden: Any leads with scores <90	Critical business rule validation
11	Test popup close functionality via X button	Popup closes smoothly, returns to campaign dashboard without data loss	Action: Click X button<br>Result: Modal closes with animation<br>State: Dashboard remains unchanged	Graceful close transition
12	Test popup close via overlay click	Clicking outside popup area closes modal (alternative close method)	Action: Click dark overlay background<br>Result: Popup closes<br>Method: Alternative to X button	User-friendly close option

Verification Points

Primary_Verification: Hot leads popup displays only leads with scores ≥90 with complete, accurate information
Secondary_Verifications: All action buttons functional, contact details properly formatted and clickable
Negative_Verification: No leads with scores <90 displayed, popup doesn't interfere with background functionality

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record lead details, scores, and popup behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for scoring or display issues]
Screenshots_Logs: [Evidence of popup and lead information]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Partial (UI elements only)

Test Relationships

Blocking_Tests: CRM05P1US5_TC_001 (Dashboard load), Lead scoring data setup
Blocked_Tests: Lead detail views, Lead action workflows
Parallel_Tests: Other popup functionality tests
Sequential_Tests: Should run before detailed lead management tests

Additional Information

Notes: Critical functionality for sales team lead prioritization and follow-up actions
Edge_Cases: Leads with exactly score 90, leads with missing contact info, popup with many leads
Risk_Areas: Score calculation accuracy, real-time score updates, popup performance with large datasets
Security_Considerations: Lead data privacy, role-based access to sensitive contact information

Missing Scenarios Identified

Scenario_1: Popup behavior with 0 hot leads (empty state)
Type: Edge Case
Rationale: User story doesn't specify behavior when no leads meet ≥90 threshold
Priority: P2-High

Scenario_2: Real-time score updates while popup is open
Type: Integration
Rationale: Scores should update if lead engagement changes while popup is displayed
Priority: P1-Critical

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Test Case 4 - Campaign Detail Performance Metrics Display

Test Case Metadata

Test Case ID: CRM05P1US5_TC_004
Title: Verify Campaign Detail Header and Performance Metrics Display with Mathematical Accuracy
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Campaign Detail View
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Campaign-Analytics-Service, UI-Detail-View, MOD-CampaignDetail, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Engineering, Report-Quality-Dashboard, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Analytics, Performance-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: Marketing Manager
Permission_Level: Full Campaign View Access
Role_Restrictions: Cannot edit active campaigns without pausing
Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 90%
Integration_Points: Campaign-Service, Analytics-API, Performance-Calculation-Engine
Code_Module_Mapped: CampaignDetail.Controller, MetricsCalculator.Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Product, Engineering, Quality-Dashboard
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-1 (Real-time performance metrics), AC-9 (Campaign timeline tracking), AC-16 (Multi-channel tracking)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_001, CRM05P1US5_TC_005 (Edit functionality)

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: Campaign Service, Analytics API, Performance Calculation Service, Timeline Service
Performance_Baseline: Page load < 2 seconds, metrics calculation < 500ms
Data_Requirements: Q4 Product Launch campaign with complete performance data

Prerequisites

Setup_Requirements: Q4 Product Launch campaign with full performance history
User_Roles_Permissions: Marketing Manager role with campaign.detail.read permissions
Test_Data:

• Campaign: "Q4 Product Launch", Status: Active, Created: 2024-01-15
• Performance: ROI 285%, Open Rate 70%, Click Rate 14%, Contacts Sent 2,250/2,847
• Timeline: Start 2024-01-15, End 2024-02-15, Progress 1916% Complete
• Metrics: Conversions 63 (2.8%), Bounced 45 (2%), Unsubscribed 12 (0.5%)
  Prior_Test_Cases: CRM05P1US5_TC_001 (Dashboard navigation)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Click on "Q4 Product Launch" campaign from dashboard list	Campaign detail page loads within 2 seconds with complete header information	Campaign: "Q4 Product Launch"<br>Load Time: < 2 seconds<br>Header: Name, status, description visible	Verify URL changes to /campaigns/{campaignId}
2	Verify campaign header details display	Header shows campaign name, active status badge, description, and creation date with proper formatting	Name: "Q4 Product Launch"<br>Status: "Active" (green badge)<br>Description: "Launch campaign for our new enterprise software suite"<br>Created: "Created on 2024-01-15"	Status badge should be prominently colored
3	Verify action buttons row display	All action buttons visible with appropriate states and permissions	Buttons: AI Optimize, Auto-Optimize, Edit, Clone, Pause<br>Count: 5 buttons total<br>State: Edit shows warning for active campaign	Button states should reflect campaign status
4	Verify ROI performance card accuracy	ROI card shows 285% with +12.5% trend, $15,750 revenue, and proper visual indicators	ROI: 285% (large display)<br>Trend: "+12.5%" (green up arrow)<br>Revenue: "$15,750 revenue"<br>Label: "ROI"	Calculation: (Revenue - Cost) / Cost * 100
5	Verify Open Rate performance card	Open rate displays 70% with +8.3% trend, 1,575 opens count, and envelope icon	Open Rate: 70%<br>Trend: "+8.3%" (positive indicator)<br>Opens: "1,575 opens"<br>Icon: Envelope symbol	Calculation: (Opens / Delivered) * 100
6	Verify Click Rate performance card	Click rate shows 14% with +5.2% trend, 315 clicks count, and cursor icon	Click Rate: 14%<br>Trend: "+5.2%" (improvement indicator)<br>Clicks: "315 clicks"<br>Icon: Cursor/pointer symbol	Calculation: (Clicks / Delivered) * 100
7	Verify Contacts Sent card with progress indication	Shows 2,250 contacts sent with 79% progress indicator against 2,847 target	Sent: 2,250<br>Target: "of 2,847 target"<br>Progress: 79% (visual progress bar)<br>Label: "Contacts Sent"	Progress: (2,250 / 2,847) * 100 = 79%
8	Verify Campaign Timeline section accuracy	Timeline shows start date, end date, progress bar with completion percentage	Start: "Started: 2024-01-15"<br>End: "Ends: 2024-02-15"<br>Progress: "1916% Complete" (visual timeline)<br>Markers: "Start", "Today", "End"	Timeline indicates campaign duration and current position
9	Verify summary conversion metrics display	Shows conversions, bounced, and unsubscribed counts with percentages	Conversions: 63 (2.8% rate)<br>Bounced: 45 (2% rate)<br>Unsubscribed: 12 (0.5% rate)	All percentage calculations accurate
10	Verify campaign type and status indicators	Campaign type shows as "Email Marketing" with "Active" status badge	Type: "Email Marketing"<br>Status: "Active" (green badge)<br>Position: Prominently displayed	Type and status should be clearly visible
11	Test performance card hover functionality	Hovering over cards reveals additional details and trend information	Hover ROI: Shows detailed revenue breakdown<br>Hover Open Rate: Shows engagement details<br>Response: Within 300ms	Interactive elements enhance user experience
12	Verify mathematical accuracy of all calculations	All displayed percentages and metrics mathematically correct	ROI: Revenue-based calculation verified<br>Rates: Percentage calculations validated<br>Progress: Fractional calculations confirmed	Critical for business decision accuracy

Verification Points

Primary_Verification: All performance metrics display correct values with proper mathematical calculations and visual formatting
Secondary_Verifications: Timeline progression accurate, trend indicators show correct direction, hover interactions functional
Negative_Verification: No calculation errors, no missing data, proper error handling for edge cases

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record all metric values, calculations, and visual elements observed]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for metric errors or display issues]
Screenshots_Logs: [Evidence of performance metrics and calculations]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CRM05P1US5_TC_001 (Dashboard navigation)
Blocked_Tests: Performance tab detailed tests, Edit functionality tests
Parallel_Tests: Other campaign detail tests
Sequential_Tests: Should run before tab-specific tests

Additional Information

Notes: Critical test validating core campaign performance visibility for marketing decision-making
Edge_Cases: Campaigns with zero performance data, very high/low percentages, division by zero scenarios
Risk_Areas: Calculation accuracy, real-time data synchronization, performance under load
Security_Considerations: Role-based metric visibility, no exposure of unauthorized campaign data

Missing Scenarios Identified

Scenario_1: Performance metric calculations when external analytics service returns partial data
Type: Integration
Rationale: User story mentions dependency on analytics service for calculations
Priority: P1-Critical

Scenario_2: Real-time metric updates while user is viewing campaign detail page
Type: Real-time Updates
Rationale: Metrics should refresh every 15 minutes per user story requirement
Priority: P2-High

---

Test Case 5 - Campaign Edit Modal for Active Campaign

Test Case Metadata

Test Case ID: CRM05P1US5_TC_005
Title: Verify Campaign Edit Modal for Active Campaign with Status Transition Validation
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Campaign-Management-Service, UI-Modal, MOD-Edit, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Product, Report-Quality-Dashboard, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Integration-Campaign-API, Status-Management, Happy-Path

Business Context

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

Role-Based Context

User_Role: Marketing Manager
Permission_Level: Campaign Edit Access
Role_Restrictions: Cannot edit active campaigns without appropriate warnings
Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 95%
Integration_Points: Campaign-Management-API, User-Permissions-Service, Status-Validation
Code_Module_Mapped: CampaignEdit.Controller, StatusTransition.Validator
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Engineering, Product, Quality-Dashboard
Trend_Tracking: No
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-12 (Campaign status validation), BR-7 (Active campaign edit restrictions), AC-18 (Audit trail maintenance)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_004 (Campaign detail view), CRM05P1US5_TC_028 (Status transitions)

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: Campaign Management API, User Permissions Service, Email Queue Service
Performance_Baseline: Modal load < 1 second, status updates < 2 seconds
Data_Requirements: Active Q4 Product Launch campaign with scheduled emails

Prerequisites

Setup_Requirements: Q4 Product Launch campaign in Active status with scheduled email sends
User_Roles_Permissions: Marketing Manager role with campaign.edit permissions
Test_Data:

• Campaign: "Q4 Product Launch", Status: Active
• User: sarah.johnson@techcorp.com (Marketing Manager)
• Scheduled Emails: 500 queued for next 24 hours
• Permission Level: campaign.edit.full
  Prior_Test_Cases: CRM05P1US5_TC_004 (Campaign detail navigation)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Q4 Product Launch campaign detail page and locate Edit button	Edit button visible in action buttons row, enabled state for authorized user	Campaign: "Q4 Product Launch"<br>Status: Active<br>Button: "Edit" (enabled)<br>User: Marketing Manager role	Button should be prominently positioned
2	Click Edit button on active campaign	Warning modal appears immediately with overlay, proper z-index layering	Action: Click "Edit" button<br>Result: Modal overlay appears<br>Background: Semi-transparent dark overlay<br>Modal: Centers on screen	Modal should prevent background interaction
3	Verify modal header elements	Header displays warning icon, "Campaign is Currently Active" title, and close X button	Header: "Campaign is Currently Active"<br>Icon: Triangle warning icon with exclamation<br>Close: X button (top-right corner)	Warning icon should be attention-grabbing
4	Verify modal body content message	Status message clearly explains campaign state and editing implications	Message: "This campaign is currently active and running. To make full edits to the campaign configuration, you'll need to pause it first."<br>Formatting: Clear, readable text	Message should be user-friendly and informative
5	Verify options section display	"Your options:" section with light background contains two clearly described options	Section Header: "Your options:"<br>Background: Light background highlight<br>Options: Two bullet points visible	Section should be visually distinct
6	Verify Pause & Edit option description	First option clearly explains pausing consequences and functionality	Option 1: "Pause & Edit: Temporarily stop the campaign to make full changes"<br>Format: Bullet point with clear description<br>Function: Explains full edit capability	Description should be comprehensive
7	Verify Limited Edit option description	Second option explains restricted editing while keeping campaign active	Option 2: "Limited Edit: Edit only certain settings while keeping it active"<br>Format: Bullet point with clear description<br>Function: Explains limited edit scope	Should specify what can/cannot be edited
8	Verify warning note about pausing	Note section explains consequences of pausing with proper emphasis	Note Label: "Note:" (emphasized)<br>Warning: "Pausing will stop all scheduled emails until you resume the campaign."<br>Impact: Explains immediate consequence	Critical information should be highlighted
9	Test Cancel button functionality	Modal closes without changes, returns to campaign detail view smoothly	Action: Click "Cancel" button<br>Result: Modal closes with animation<br>State: No campaign changes<br>View: Returns to detail page	Should maintain all original states
10	Test ESC key close functionality	Modal closes when ESC key pressed, alternative close method works	Action: Press ESC key<br>Result: Modal closes immediately<br>Method: Keyboard shortcut alternative<br>State: No changes applied	Keyboard accessibility important
11	Test Pause & Edit button functionality	Campaign status changes to Paused, full edit mode opens, scheduled emails stopped	Action: Click "Pause & Edit" button<br>Result: Status changes to "Paused"<br>Effect: Scheduled emails cancelled<br>Mode: Full edit interface opens	Critical status transition
12	Test Limited Edit functionality	Opens restricted edit mode with limited field access, campaign remains active	Action: Click "Limited Edit" (if reopening modal)<br>Result: Restricted edit form opens<br>Status: Campaign remains "Active"<br>Fields: Only content/subject lines editable	Should clearly indicate restrictions

Verification Points

Primary_Verification: Modal appears only for active campaigns, shows correct options, and handles status transitions properly
Secondary_Verifications: All close methods work, warning messages clear, edit options function as described
Negative_Verification: Modal doesn't appear for paused/draft campaigns, no unauthorized edit access

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record modal behavior, option functionality, and status changes]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for modal or functionality issues]
Screenshots_Logs: [Evidence of modal display and status transitions]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Partial

Test Relationships

Blocking_Tests: CRM05P1US5_TC_004 (Campaign detail view)
Blocked_Tests: Full edit mode tests, Campaign status transition tests
Parallel_Tests: Other modal functionality tests
Sequential_Tests: Should run before edit form validation tests

Additional Information

Notes: Critical workflow preventing accidental disruption of active campaigns while allowing necessary edits
Edge_Cases: Campaign with very large email queue, concurrent edit attempts, network interruption during status change
Risk_Areas: Email queue management, status synchronization, concurrent user access
Security_Considerations: Permission validation, audit logging of status changes, prevention of unauthorized edits

Missing Scenarios Identified

Scenario_1: Modal behavior when campaign has scheduled sends in next few minutes
Type: Edge Case
Rationale: User story implies email scheduling dependencies
Priority: P1-Critical

Scenario_2: Multiple users attempting to edit same active campaign simultaneously
Type: Concurrency
Rationale: Multi-user environment requires conflict resolution
Priority: P2-High

---

Test Case 6 - Email Funnel Visualization and Metrics

Test Case Metadata

Test Case ID: CRM05P1US5_TC_006
Title: Verify Email Funnel Visualization and Metrics Mathematical Accuracy with Business Rule Validation
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Email Funnel Analytics
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Email-Analytics-Service, UI-Visualization, MOD-Analytics, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Engineering, Report-Quality-Dashboard, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Email-Tracking, Funnel-Analysis, Happy-Path

Business Context

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

Role-Based Context

User_Role: Marketing Manager, Campaign Specialist
Permission_Level: Analytics Access
Role_Restrictions: Cannot modify funnel data, view-only access
Multi_Role_Scenario: Yes (both roles use funnel analysis)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 95%
Integration_Points: Email-Analytics-Service, Delivery-Tracking-API, Engagement-Calculator
Code_Module_Mapped: EmailFunnel.Visualizer, MetricsCalculator.Engine
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Product, Engineering, Quality-Dashboard
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-5 (Email template performance tracking), AC-10 (Performance over time tracking), BR-4 (Email funnel calculations)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_004 (Campaign detail), CRM05P1US5_TC_007 (Performance metrics cards)

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: Email Analytics Service, Delivery Tracking API, Chart Rendering Engine
Performance_Baseline: Chart rendering < 1 second, calculation accuracy 100%
Data_Requirements: Campaign with email delivery data: 490 sent, 442 delivered, 226 opened, 62 clicked

Prerequisites

Setup_Requirements: Q4 Product Launch campaign with complete email funnel data
User_Roles_Permissions: Marketing Manager or Campaign Specialist with analytics.read permissions
Test_Data:

• Campaign: "Q4 Product Launch"
• Email Data: 490 sent, 442 delivered (90.2%), 226 opened (51.13%), 62 clicked (14.03%)
• Sub-metrics: 34 bounced (6.94%), 8 blocked (1.63%), 1 spam report (0.23%), 0 unsubscribes (0%)
• User: sarah.johnson@techcorp.com
  Prior_Test_Cases: CRM05P1US5_TC_004 (Campaign detail navigation)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Q4 Product Launch Performance tab	Performance tab loads with Email Funnel section visible within 2 seconds	Campaign: "Q4 Product Launch"<br>Tab: Performance (selected)<br>Section: "Your Email Funnel" visible<br>Load Time: < 2 seconds	Tab should be clearly highlighted as active
2	Verify funnel description and expert insights text	Description displays complete expert insights explanation with colored bullet points	Text: "Expert Insights analyzes each layer of your email funnel to determine leakage points (such as blocked emails) and opportunities to improve deliverability and engagement."<br>Bullets: Red and blue colored points<br>Content: Deliverability and engagement insights	Text should be informative and actionable
3	Verify Sent bar visual and label	Dark gray/charcoal bar with "Sent" label in white text, widest bar in funnel	Bar Color: Dark gray/charcoal<br>Label: "Sent" (white text)<br>Width: Widest bar (100% baseline)<br>Position: Top of funnel	Visual hierarchy should be clear
4	Verify Delivered bar and metrics accuracy	Blue bar with delivery statistics and sub-metrics calculated correctly	Bar Color: Blue<br>Label: "Delivered" (white text)<br>Main Metric: "+90.2% 442"<br>Sub-metrics: "Bounced: 34 6.94%, Blocked: 8 1.63%"<br>Calculation: (442/490)*100 = 90.2% ✓	Mathematical accuracy critical
5	Verify Unique Opened bar and spam reporting	Purple bar with open statistics and spam report data	Bar Color: Purple<br>Label: "Unique Opened" (white text)<br>Main Metric: "51.13% 226"<br>Sub-metric: "Spam Reports: 1 0.23%"<br>Calculation: (226/442)*100 = 51.13% ✓	Open rate based on delivered emails
6	Verify Unique Clicked bar and unsubscribe data	Purple bar with click statistics, narrowest bar showing conversion drop	Bar Color: Purple<br>Label: "Unique Clicked" (white text)<br>Main Metric: "14.03% 62"<br>Sub-metric: "Unsubscribes: 0 0%"<br>Calculation: (62/442)*100 = 14.03% ✓	Click rate calculation validation
7	Verify visual funnel progression	Bars decrease in width proportionally showing conversion funnel drop-off	Progression: Sent > Delivered > Opened > Clicked<br>Visual: Each bar narrower than previous<br>Proportions: Widths match percentage values<br>Flow: Clear funnel visualization	Visual representation should match data
8	Verify funnel metrics panel calculations	All displayed metrics mathematically accurate with proper formatting	Total Sent: 490<br>Total Delivered: "+90.2% 442" ✓<br>Total Unique Opened: "51.13% 226" ✓<br>Total Unique Clicked: "14.03% 62" ✓	All calculations must be 100% accurate
9	Verify sub-metrics mathematical accuracy	Bounce rate, block rate, spam rate, unsubscribe rate calculations correct	Bounced: (34/490)*100 = 6.94% ✓<br>Blocked: (8/490)*100 = 1.63% ✓<br>Spam Reports: (1/442)*100 = 0.23% ✓<br>Unsubscribes: (0/442)*100 = 0% ✓	Critical for identifying delivery issues
10	Test responsive funnel display on different screen sizes	Funnel maintains proportions and readability at various resolutions	Screen Sizes: 1920x1080, 1366x768, 1024x768<br>Proportions: Bars maintain relative sizing<br>Text: Labels remain readable<br>Layout: Stacks appropriately on smaller screens	Mobile responsiveness important
11	Verify hover interactions on funnel bars	Hovering reveals additional details and engagement insights	Hover Effects: Additional metrics appear<br>Response Time: < 300ms<br>Content: Detailed breakdowns<br>Animation: Smooth transitions	Interactive elements enhance user experience
12	Validate business rule compliance for funnel calculations	All percentage calculations follow business rules (base denominators correct)	Open Rate Base: Delivered emails (442)<br>Click Rate Base: Delivered emails (442)<br>Bounce Rate Base: Total sent (490)<br>Block Rate Base: Total sent (490)	Business rule adherence essential

Verification Points

Primary_Verification: All funnel metrics calculate correctly with 100% mathematical accuracy and proper visual proportions
Secondary_Verifications: Sub-metrics accurate, visual bars proportional to data, hover interactions functional
Negative_Verification: No mathematical errors, no visual inconsistencies, proper handling of zero values

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record all calculations, visual elements, and metric accuracy]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for calculation or visualization errors]
Screenshots_Logs: [Evidence of funnel display and calculations]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CRM05P1US5_TC_004 (Campaign detail view)
Blocked_Tests: Advanced funnel analysis tests
Parallel_Tests: Other Performance tab tests
Sequential_Tests: Should run before performance metrics card tests

Additional Information

Notes: Critical visualization for email campaign optimization and deliverability troubleshooting
Edge_Cases: Zero values in funnel stages, 100% rates, very large numbers, division by zero scenarios
Risk_Areas: Calculation accuracy, chart rendering performance, real-time data updates
Security_Considerations: No sensitive data exposure, appropriate access controls for analytics

Missing Scenarios Identified

Scenario_1: Funnel display when email tracking data is partially unavailable
Type: Integration
Rationale: User story mentions dependency on email delivery service
Priority: P2-High

Scenario_2: Real-time funnel updates as new email engagement occurs
Type: Real-time Updates
Rationale: Funnel should reflect latest engagement data
Priority: P1-Critical

---

Test Case 7 - Performance Metrics Cards with Trend Indicators

Test Case Metadata

Test Case ID: CRM05P1US5_TC_007
Title: Verify Performance Metrics Cards Display with Trend Calculation Accuracy
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Performance Metrics Dashboard
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Performance-Metrics-Service, UI-Cards, MOD-Metrics, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Engineering, Report-Quality-Dashboard, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Analytics, Trend-Analysis, Happy-Path

Business Context

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

Role-Based Context

User_Role: Marketing Manager, Campaign Specialist
Permission_Level: Performance Metrics Access
Role_Restrictions: View-only access to metrics, cannot modify calculations
Multi_Role_Scenario: Yes (multiple roles use performance data)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 80%
Integration_Points: Trend-Calculation-Service, Historical-Data-API, Performance-Analytics
Code_Module_Mapped: PerformanceCards.Controller, TrendCalculator.Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: QA, Engineering, Module-Coverage
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-1 (Performance metrics display), AC-10 (Performance over time tracking)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_006 (Email funnel), CRM05P1US5_TC_017 (Historical performance)

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: Trend Calculation Service, Historical Data API, Performance Database
Performance_Baseline: Card rendering < 500ms, trend calculation < 1 second
Data_Requirements: Performance data with historical comparison for trend calculation

Prerequisites

Setup_Requirements: Q4 Product Launch campaign with historical performance data for trend calculation
User_Roles_Permissions: Marketing Manager with performance.read permissions
Test_Data:

• Campaign: "Q4 Product Launch"
• Current Performance: Delivery Rate 90.2%, Open Rate 51.13%, Click Rate 14.03%, Bounce Rate 6.94%
• Historical Data: Previous period data for trend calculations
• Trends: +0.5%, +2.1%, +1.1%, -0.8% respectively
  Prior_Test_Cases: CRM05P1US5_TC_006 (Email funnel navigation)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Performance tab and locate metrics cards row	Four performance metric cards display in horizontal row below email funnel	Cards: Delivery Rate, Open Rate, Click Rate, Bounce Rate<br>Layout: Horizontal row arrangement<br>Position: Below funnel visualization	Cards should have consistent sizing and spacing
2	Verify Delivery Rate card display and accuracy	Card shows 90.2% with +0.5% trend indicator and envelope icon	Rate: "90.2%" (large display)<br>Trend: "+0.5%" (green positive indicator)<br>Icon: Envelope/mail icon<br>Label: "Delivery Rate"	Green trend arrow indicates improvement
3	Verify Open Rate card display and calculations	Card displays 51.13% with +2.1% trend and eye/visibility icon	Rate: "51.13%" (prominent display)<br>Trend: "+2.1%" (positive change)<br>Icon: Eye/visibility icon<br>Calculation: (226 opens / 442 delivered) * 100 = 51.13% ✓	Trend shows significant improvement
4	Verify Click Rate card accuracy	Card shows 14.03% with +1.1% trend and cursor/pointer icon	Rate: "14.03%" (clear display)<br>Trend: "+1.1%" (upward trend)<br>Icon: Cursor/pointer icon<br>Calculation: (62 clicks / 442 delivered) * 100 = 14.03% ✓	Click performance trending upward
5	Verify Bounce Rate card with warning indication	Card displays 6.94% with trend indicator and warning/bounce icon	Rate: "6.94%" (visible percentage)<br>Trend: "-0.8%" (improvement in bounces)<br>Icon: Warning/bounce icon<br>Calculation: (34 bounces / 490 sent) * 100 = 6.94% ✓	Lower bounce rate is positive
6	Verify trend calculation accuracy across all cards	All trend percentages calculated correctly from historical comparison data	Delivery Rate: Previous 89.7% → Current 90.2% = +0.5% ✓<br>Open Rate: Previous 49.0% → Current 51.13% = +2.1% ✓<br>Click Rate: Previous 12.9% → Current 14.03% = +1.1% ✓<br>Bounce Rate: Previous 7.7% → Current 6.94% = -0.8% ✓	Mathematical precision critical
7	Test card hover functionality for additional details	Hovering over cards reveals expanded metrics and time period information	Hover Effects: Additional details appear within 300ms<br>Content: Shows time period for trend calculation<br>Details: Extended metric information<br>Animation: Smooth transition effects	Interactive elements enhance usability
8	Verify visual trend indicators consistency	Positive trends show green up arrows, negative trends show appropriate indicators	Positive Trends: Green up arrows (+0.5%, +2.1%, +1.1%)<br>Negative/Improvement: Red down arrow for bounces (-0.8%)<br>Colors: Consistent with improvement/decline meaning<br>Icons: Directional arrows match trend direction	Color coding should be intuitive
9	Test card responsiveness on different screen sizes	Cards maintain readability and proportions across various screen resolutions	Screen Sizes: 1920x1080, 1366x768, 1024x768<br>Layout: Cards stack or resize appropriately<br>Text: Remains legible at all sizes<br>Icons: Maintain visibility and clarity	Responsive design validation
10	Verify icon association accuracy	Each metric type displays appropriate, recognizable icon	Delivery Rate: Envelope icon (email delivery)<br>Open Rate: Eye icon (viewing/opening)<br>Click Rate: Cursor/pointer icon (clicking)<br>Bounce Rate: Warning/alert icon (delivery issues)	Icons should be intuitive and recognizable
11	Test card accessibility features	Cards support keyboard navigation and screen reader compatibility	Keyboard: Tab navigation between cards works<br>Focus: Clear focus indicators visible<br>Screen Reader: Alt text and labels present<br>Contrast: Text meets accessibility standards	Accessibility compliance important
12	Validate time period consistency for trend calculations	All trend calculations use same time period for fair comparison	Time Period: All trends based on same historical range<br>Consistency: Same baseline period for all metrics<br>Accuracy: No mixed time periods in comparison<br>Documentation: Time period clearly indicated	Consistent baseline ensures accuracy

Verification Points

Primary_Verification: All metric cards display mathematically accurate values with correct trend calculations and appropriate visual indicators
Secondary_Verifications: Hover interactions functional, responsive design works, accessibility features present
Negative_Verification: No calculation errors, no inconsistent trend time periods, no accessibility barriers

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record all metric values, trend calculations, and card behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for calculation or display issues]
Screenshots_Logs: [Evidence of metric cards and trend calculations]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CRM05P1US5_TC_006 (Email funnel display)
Blocked_Tests: Advanced trend analysis tests
Parallel_Tests: Other Performance tab components
Sequential_Tests: Should run after funnel visualization

Additional Information

Notes: Performance cards provide quick metric overview for campaign optimization decisions
Edge_Cases: Zero percentage values, very large percentage changes, missing historical data
Risk_Areas: Trend calculation accuracy, historical data consistency, card rendering performance
Security_Considerations: Appropriate access to performance data, no unauthorized metric visibility

Missing Scenarios Identified

Scenario_1: Card behavior when historical data is incomplete or missing
Type: Data Integrity
Rationale: Trend calculations require historical baseline data
Priority: P2-High

Scenario_2: Performance card display when metrics service returns cached vs real-time data
Type: Integration
Rationale: Users need to understand data freshness
Priority: P3-Medium

---

Test Case 8 - Segment Performance Comparison Analysis

Test Case Metadata

Test Case ID: CRM05P1US5_TC_008
Title: Verify Segment Performance Comparison Accuracy with Revenue Attribution Validation
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Segment Performance Analysis
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Segment-Analytics-Service, UI-Comparison, MOD-Segments, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Engineering, Report-Revenue-Impact-Tracking, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Revenue-Attribution, Segment-Analysis, Happy-Path

Business Context

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

Role-Based Context

User_Role: Marketing Manager
Permission_Level: Full Segment Analytics Access
Role_Restrictions: Cannot modify segment assignments during active campaigns
Multi_Role_Scenario: No

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 9 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 95%
Integration_Points: Segment-Analytics-API, Revenue-Attribution-Service, Contact-Database
Code_Module_Mapped: SegmentComparison.Controller, RevenueCalculator.Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Product, Engineering, Revenue-Impact-Tracking
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-3 (Segment-based performance analysis), AC-8 (Revenue tracking by segment), BR-6 (Distribution calculations)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_012 (Segments tab), CRM05P1US5_TC_006 (Performance metrics)

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: Segment Analytics API, Revenue Attribution Service, Contact Management System
Performance_Baseline: Chart rendering < 2 seconds, calculation accuracy 100%
Data_Requirements: Three segments (Enterprise, SMB, Startup) with complete performance and revenue data

Prerequisites

Setup_Requirements: Q4 Product Launch campaign with three configured segments and performance data
User_Roles_Permissions: Marketing Manager with segment.analytics.read permissions
Test_Data:

• Enterprise Segment: 450 contacts, 70% open rate, 14% click rate, 2.8% conversion rate, $12,000 revenue
• SMB Segment: 320 contacts, 70% open rate, 14% click rate, 2.8% conversion rate, $8,100 revenue
• Startup Segment: 180 contacts, 70% open rate, 14% click rate, 2.7% conversion rate, $3,600 revenue
• Total Revenue: $23,700
  Prior_Test_Cases: CRM05P1US5_TC_006 (Performance tab navigation)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Performance tab and locate "Performance by Segment" section	Section displays with expand/collapse functionality and segment comparison data	Section Title: "Performance by Segment"<br>Icon: Analytics icon<br>State: Expandable section<br>Button: Expand/collapse toggle	Section should be clearly labeled and accessible
2	Click expand button to view segment performance details	Section expands smoothly showing detailed segment performance rows	Action: Click expand button<br>Animation: Smooth expand transition<br>Content: Three segment rows visible<br>Layout: Organized tabular format	Expansion should be smooth and complete
3	Verify Enterprise segment performance metrics accuracy	Enterprise segment shows complete performance data with accurate calculations	Segment: "Enterprise"<br>Open Rate: "70%" (blue text styling)<br>Click Rate: "14%" percentage display<br>Conv. Rate: "2.8%" conversion rate<br>Revenue: "$12,000" (green text, top right)	All metrics should be clearly formatted
4	Verify SMB segment performance and calculations	SMB segment displays accurate metrics with consistent formatting	Segment: "SMB"<br>Open Rate: "70%" (blue text styling)<br>Click Rate: "14%" percentage display<br>Conv. Rate: "2.8%" conversion rate<br>Revenue: "$8,100" (green text, top right)	Formatting consistency across segments
5	Verify Startup segment metrics with conversion variance	Startup segment shows slight conversion rate difference and lower revenue	Segment: "Startup"<br>Open Rate: "70%" (blue text styling)<br>Click Rate: "14%" percentage display<br>Conv. Rate: "2.7%" (slight difference)<br>Revenue: "$3,600" (green text, top right)	Note the 0.1% conversion difference
6	Validate revenue attribution mathematical accuracy	Total revenue across segments matches expected sum and individual attribution	Enterprise Revenue: $12,000<br>SMB Revenue: $8,100<br>Startup Revenue: $3,600<br>Total Sum: $23,700 ($12,000 + $8,100 + $3,600) ✓	Revenue attribution must be mathematically correct
7	Verify segment performance ranking by revenue	Enterprise generates highest revenue despite equal open/click rates	Revenue Ranking: Enterprise ($12,000) > SMB ($8,100) > Startup ($3,600)<br>Performance: Equal open/click rates across segments<br>Difference: Conversion rates and contact volume drive revenue	Ranking should reflect business value
8	Test segment comparison interactive elements	Clicking on segments shows additional details or drill-down functionality	Action: Click on "Enterprise" segment row<br>Result: Additional details or expanded view<br>Navigation: Potential drill-down to segment details<br>Return: Smooth back navigation	Interactive elements enhance analysis
9	Verify color coding and visual indicators consistency	Open rates, click rates, and conversion rates use consistent color schemes	Open Rate: Blue color coding across all segments<br>Click Rate: Consistent color/style<br>Conversion Rate: Consistent formatting<br>Revenue: Green color for monetary values	Visual consistency aids comprehension
10	Validate conversion rate calculation accuracy	Conversion rates calculated correctly from segment-specific data	Enterprise: Conversions/Contacts = X/450 = 2.8% ✓<br>SMB: Conversions/Contacts = Y/320 = 2.8% ✓<br>Startup: Conversions/Contacts = Z/180 = 2.7% ✓<br>Calculation Base: Segment contact count	Segment-specific calculation validation
11	Test segment collapse functionality	Section collapses properly maintaining state and performance	Action: Click collapse button<br>Animation: Smooth collapse transition<br>State: Section header remains visible<br>Performance: No data loss or reload	Collapse should be reversible
12	Verify segment data export capability	Segment performance data can be exported for external analysis	Action: Look for export functionality<br>Format: CSV or Excel export option<br>Data: Complete segment metrics included<br>Functionality: Export works without errors	Data portability important for reporting

Verification Points

Primary_Verification: All segment performance metrics accurate with correct revenue attribution across Enterprise, SMB, and Startup segments
Secondary_Verifications: Visual consistency maintained, interactive elements functional, mathematical calculations correct
Negative_Verification: No revenue attribution errors, no calculation discrepancies, no missing segment data

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record all segment metrics, revenue calculations, and comparison accuracy]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for calculation or attribution errors]
Screenshots_Logs: [Evidence of segment comparison and revenue data]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CRM05P1US5_TC_006 (Performance tab access)
Blocked_Tests: Advanced segment analysis, Revenue attribution reports
Parallel_Tests: Other segment-related tests
Sequential_Tests: Should run before detailed segment management tests

Additional Information

Notes: Critical functionality for understanding segment ROI and optimizing targeting strategies
Edge_Cases: Segments with zero revenue, equal performance across segments, very small segment sizes
Risk_Areas: Revenue calculation accuracy, segment data integrity, performance comparison logic
Security_Considerations: Revenue data access controls, segment-based permissions

Missing Scenarios Identified

Scenario_1: Segment performance comparison when one segment has no recent activity
Type: Edge Case
Rationale: Segments may become inactive but still need comparison capability
Priority: P2-High

Scenario_2: Revenue attribution accuracy when contacts move between segments during campaign
Type: Data Integrity
Rationale: Contact segment changes could affect revenue attribution accuracy
Priority: P1-Critical# CRM Campaign Management System - Complete Enhanced Test Suite User Story Code: CRM05P1US5
Created By: Hetal
Created Date: September 17, 2025
Version: 2.0

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Test Case 9 - Device Performance Chart Visualization

Test Case Metadata

Test Case ID: CRM05P1US5_TC_009
Title: Verify Device Performance Chart Display and Interactive Functionality
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Device Performance Analytics
Test Type: UI/Functional
Test Level: System
Priority: P3-Medium
Execution Phase: Full
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Device-Analytics-Service, UI-Charts, MOD-Charts, P3-Medium, Phase-Full, Type-UI, Platform-Web, Report-QA, Report-Module-Coverage, Report-Cross-Browser-Results, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-Analytics, Chart-Rendering, Happy-Path

Business Context

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

Role-Based Context

User_Role: Marketing Manager, Campaign Specialist
Permission_Level: Analytics View Access
Role_Restrictions: Cannot modify device tracking settings
Multi_Role_Scenario: Yes (multiple roles analyze device performance)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 70%
Integration_Points: Device-Analytics-Service, Chart-Rendering-Library
Code_Module_Mapped: DeviceChart.Controller, ChartInteractions.Handler
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: QA, Module-Coverage, Cross-Browser-Results
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability

Related_Requirements: AC-17 (Cross-platform compatibility), AC-19 (Mobile-responsive design)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_006 (Performance tab), CRM05P1US5_TC_025 (Mobile responsiveness)

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: Device Analytics Service, Chart Rendering Library (D3.js/Chart.js)
Performance_Baseline: Chart rendering < 1 second, smooth animations
Data_Requirements: Device performance data for Desktop, Mobile, Tablet with engagement metrics

Prerequisites

Setup_Requirements: Q4 Product Launch campaign with device engagement data
User_Roles_Permissions: Marketing Manager with analytics.device.read permissions
Test_Data:

• Desktop: 890 opens (20% CTR), largest segment
• Mobile: 545 opens (20% CTR), medium segment
• Tablet: 140 opens (20% CTR), smallest segment
• Chart Type: Donut/pie chart visualization
  Prior_Test_Cases: CRM05P1US5_TC_006 (Performance tab navigation)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Performance tab and locate Device Performance section	Device Performance section displays with donut chart and legend	Section: "Device Performance" with device icon<br>Chart: Donut/pie chart visible<br>Legend: Three device types listed	Chart should render within 1 second
2	Verify Desktop segment visualization	Blue segment representing desktop performance, largest portion of chart	Segment: Blue color<br>Size: Largest portion (890 opens)<br>Data: 20% CTR<br>Position: Prominent in chart	Desktop should dominate chart visually
3	Verify Mobile segment display	Green segment for mobile performance, medium-sized portion	Segment: Green color<br>Size: Medium portion (545 opens)<br>Data: 20% CTR<br>Position: Second largest segment	Mobile segment clearly distinguishable
4	Verify Tablet segment representation	Orange segment for tablet performance, smallest portion	Segment: Orange color<br>Size: Smallest portion (140 opens)<br>Data: 20% CTR<br>Position: Smallest visible segment	Tablet segment should be clearly visible despite small size
5	Verify legend interactivity - Desktop toggle	Click Desktop legend item to hide/show segment in chart	Action: Click "Desktop" legend item<br>Result: Blue segment hides/shows<br>Animation: Smooth transition<br>State: Legend item visual state changes	Interactive legend functionality
6	Verify legend interactivity - Mobile toggle	Click Mobile legend item to toggle segment visibility	Action: Click "Mobile" legend item<br>Result: Green segment toggles<br>Animation: Fade in/out effect<br>Response: Immediate visual feedback	Consistent toggle behavior
7	Verify legend interactivity - Tablet toggle	Click Tablet legend item to show/hide smallest segment	Action: Click "Tablet" legend item<br>Result: Orange segment toggles<br>Visibility: Small segment remains accessible<br>Animation: Professional transition	Even small segments should be interactive
8	Test chart hover functionality	Hover over chart segments shows detailed metrics for each device type	Hover Desktop: Shows "890 opens, 20% CTR"<br>Hover Mobile: Shows "545 opens, 20% CTR"<br>Hover Tablet: Shows "140 opens, 20% CTR"<br>Response: Tooltip appears within 300ms	Hover provides detailed information
9	Verify chart proportions accuracy	Chart segment sizes accurately represent data proportions	Desktop Proportion: 890/(890+545+140) = 56.5%<br>Mobile Proportion: 545/1575 = 34.6%<br>Tablet Proportion: 140/1575 = 8.9%<br>Visual: Segments match calculations	Visual proportions must be mathematically accurate
10	Test chart animations and transitions	Chart displays smooth animations when toggling segments	Animation Quality: Smooth fade in/out<br>Performance: No lag or stutter<br>Timing: Consistent animation duration<br>Professional: Polished visual effects	Animations enhance user experience
11	Verify color accessibility and contrast	Chart colors meet accessibility standards and are distinguishable	Desktop Blue: Sufficient contrast<br>Mobile Green: Clearly distinguishable<br>Tablet Orange: Accessible color choice<br>Colorblind: Colors work for colorblind users	Accessibility compliance important
12	Test chart responsiveness on different screen sizes	Chart maintains functionality and readability across screen resolutions	Screen Sizes: 1920x1080, 1366x768, 1024x768<br>Chart Size: Scales appropriately<br>Legend: Remains accessible<br>Interactions: Function at all sizes	Responsive design validation

Verification Points

Primary_Verification: Device performance chart accurately displays engagement data with proper proportions and interactive functionality
Secondary_Verifications: Legend interactions work correctly, hover tooltips functional, animations smooth
Negative_Verification: No chart rendering errors, no accessibility issues, no broken interactions

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record chart behavior, proportions, and interactive elements]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for chart or interaction issues]
Screenshots_Logs: [Evidence of chart display and interactions]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Partial (visual validation difficult)

Test Relationships

Blocking_Tests: CRM05P1US5_TC_006 (Performance tab access)
Blocked_Tests: Advanced device analytics tests
Parallel_Tests: Other chart visualization tests
Sequential_Tests: Can run independently after Performance tab access

Additional Information

Notes: Device performance insights help optimize email design and targeting strategies
Edge_Cases: Charts with all zeros, single device type data, very uneven distributions
Risk_Areas: Chart rendering performance, browser compatibility, color accessibility
Security_Considerations: Device data privacy, no personally identifiable information exposure

Missing Scenarios Identified

Scenario_1: Chart behavior when device analytics data is partially unavailable
Type: Integration
Rationale: Device tracking may have gaps or failures
Priority: P3-Medium

Scenario_2: Chart performance with very large datasets (1000+ device data points)
Type: Performance
Rationale: Large campaigns may have extensive device engagement data
Priority: P3-Medium

---

Test Case 10 - Performance by Time of Day Analysis

Test Case Metadata

Test Case ID: CRM05P1US5_TC_010
Title: Verify Performance by Time of Day Chart Accuracy and Peak Performance Identification
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Time-based Performance Analytics
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Time-Analytics-Service, UI-BarChart, MOD-TimeAnalytics, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Engineering, Report-Quality-Dashboard, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Time-Analytics, Peak-Performance, Happy-Path

Business Context

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

Role-Based Context

User_Role: Marketing Manager, Campaign Specialist
Permission_Level: Time Analytics Access
Role_Restrictions: Cannot modify time zone settings for campaigns
Multi_Role_Scenario: Yes (both roles optimize send timing)

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 7 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 85%
Integration_Points: Time-Analytics-API, Chart-Rendering-Service, Timezone-Handler
Code_Module_Mapped: TimeAnalysis.Controller, PeakPerformance.Calculator
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Product, Engineering, Quality-Dashboard
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-10 (Performance over time tracking), AC-12 (Campaign timeline management), BR-8 (Time zone handling)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_006 (Performance tab), CRM05P1US5_TC_017 (Historical performance)

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: Time Analytics API, Chart Rendering Service, Timezone Database
Performance_Baseline: Chart rendering < 2 seconds, hover response < 300ms
Data_Requirements: Engagement data across time periods: 6 AM, 9 AM, 12 PM, 3 PM, 6 PM, 9 PM

Prerequisites

Setup_Requirements: Q4 Product Launch campaign with time-distributed engagement data
User_Roles_Permissions: Marketing Manager with time.analytics.read permissions
Test_Data:

• 6 AM: opens ~40, clicks ~5, conversions ~2 (lowest performance)
• 9 AM: opens ~120, clicks ~20, conversions ~5 (building engagement)
• 12 PM: opens ~180, clicks ~35, conversions ~8 (good performance)
• 3 PM: opens ~220, clicks ~40, conversions ~10 (peak performance)
• 6 PM: opens ~160, clicks ~30, conversions ~8 (declining)
• 9 PM: opens ~90, clicks ~15, conversions ~4 (low evening)
  Prior_Test_Cases: CRM05P1US5_TC_006 (Performance tab navigation)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Performance tab and locate "Performance by Time of Day" section	Section displays with horizontal bar chart showing time intervals	Section Title: "Performance by Time of Day"<br>Icon: Clock icon<br>Chart Type: Horizontal bar chart<br>Y-axis: Scale from 0 to 220	Chart should render within 2 seconds
2	Verify chart structure and time intervals	Chart displays 6 time slots with proper labeling and scale	Time Slots: 6 AM, 9 AM, 12 PM, 3 PM, 6 PM, 9 PM<br>Y-axis Scale: 0, 55, 110, 165, 220<br>Grid Lines: Horizontal reference lines<br>Layout: Clear time progression	Time slots should be evenly spaced
3	Verify 6 AM time slot performance (lowest)	Shows lowest engagement with three colored bars	6 AM Bars:<br>Blue (opens): ~40 units height<br>Green (clicks): ~5 units height<br>Orange (conversions): ~2 units height<br>Performance: Lowest of all time slots	Early morning minimal engagement
4	Verify 9 AM time slot performance (building)	Shows increased engagement from morning start	9 AM Bars:<br>Blue (opens): ~120 units height<br>Green (clicks): ~20 units height<br>Orange (conversions): ~5 units height<br>Trend: Building from 6 AM baseline	Business hours engagement increase
5	Verify 12 PM time slot performance (good)	Shows strong midday engagement levels	12 PM Bars:<br>Blue (opens): ~180 units height<br>Green (clicks): ~35 units height<br>Orange (conversions): ~8 units height<br>Performance: Strong midday activity	Lunch hour engagement peak
6	Verify 3 PM time slot performance (peak)	Shows highest engagement across all metrics - identifies peak performance time	3 PM Bars:<br>Blue (opens): ~220 units height (tallest)<br>Green (clicks): ~40 units height (highest)<br>Orange (conversions): ~10 units height (peak)<br>Peak: Highest engagement period	Critical peak identification
7	Verify 6 PM time slot performance (declining)	Shows decline from afternoon peak but still strong	6 PM Bars:<br>Blue (opens): ~160 units height<br>Green (clicks): ~30 units height<br>Orange (conversions): ~8 units height<br>Trend: Declining from 3 PM peak	Evening engagement decline
8	Verify 9 PM time slot performance (low evening)	Shows lowest evening engagement, similar to early morning	9 PM Bars:<br>Blue (opens): ~90 units height<br>Green (clicks): ~15 units height<br>Orange (conversions): ~4 units height<br>Pattern: Low evening engagement	End-of-day pattern validation
9	Verify performance trend pattern identification	Chart clearly shows engagement building to 3 PM peak then declining	Pattern: 6AM (low) → 9AM (building) → 12PM (good) → 3PM (peak) → 6PM (decline) → 9PM (low)<br>Peak Time: 3 PM clearly identified<br>Trend: Bell curve pattern visible	Business insight validation
10	Test hover functionality across all time slots	Hovering over bars shows exact metrics for each time period	Hover 3 PM: "3 PM - opens: 220, clicks: 40, conversions: 10"<br>Hover 6 AM: "6 AM - opens: 40, clicks: 5, conversions: 2"<br>Response: Tooltip within 300ms<br>Content: All three metrics displayed	Interactive detail access
11	Verify color coding consistency across time slots	Three consistent colors represent opens, clicks, conversions throughout chart	Blue: Opens (consistent across all times)<br>Green: Clicks (consistent across all times)<br>Orange: Conversions (consistent across all times)<br>Legend: Color key visible or intuitive	Color coding enhances readability
12	Verify time zone display accuracy	All times displayed in campaign owner's time zone with proper formatting	Time Zone: Based on user account settings<br>Format: 12-hour format (AM/PM)<br>Consistency: All times in same zone<br>Display: Clear AM/PM indicators	Time zone accuracy critical for scheduling

Verification Points

Primary_Verification: Chart accurately represents engagement patterns with 3 PM identified as peak performance time
Secondary_Verifications: Hover functionality works, color coding consistent, time zone handling accurate
Negative_Verification: No data visualization errors, no time zone confusion, no missing time periods

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record chart data, peak identification, and time zone handling]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for chart or time analysis issues]
Screenshots_Logs: [Evidence of time-based performance chart]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CRM05P1US5_TC_006 (Performance tab access)
Blocked_Tests: Advanced time optimization tests
Parallel_Tests: Other time-based analytics tests
Sequential_Tests: Should run after basic performance tab validation

Additional Information

Notes: Critical for optimizing email send times and improving campaign engagement rates
Edge_Cases: Campaigns spanning multiple time zones, daylight saving time transitions, 24-hour data
Risk_Areas: Time zone calculation accuracy, chart performance with large datasets, peak identification logic
Security_Considerations: Time-based data privacy, no exposure of individual user engagement times

Missing Scenarios Identified

Scenario_1: Performance chart behavior during daylight saving time transitions
Type: Edge Case
Rationale: Time changes could affect performance calculations and display
Priority: P2-High

Scenario_2: Chart display for campaigns with very sparse time-based data
Type: Data Integrity
Rationale: Some campaigns may have limited time distribution
Priority: P3-Medium# CRM Campaign Management System - Complete Enhanced Test Suite User Story Code: CRM05P1US5
Created By: Hetal
Created Date: September 17, 2025
Version: 2.0

---

Test Case 11 - Campaign Contacts Management and Display

Test Case Metadata

Test Case ID: CRM05P1US5_TC_011
Title: Verify Campaign Contacts Display and Management with Role-Based Access Control
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Contact-Management-Service, UI-Table, MOD-Contacts, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Engineering, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Integration-CRM, Contact-Database, Happy-Path

Business Context

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

Role-Based Context

User_Role: Marketing Manager
Permission_Level: Contact View and Management Access
Role_Restrictions: Cannot modify contact personal information during active campaigns
Multi_Role_Scenario: Yes (Sales Manager can also view leads)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 85%
Integration_Points: Contact-Database, Campaign-Association-Service, Lead-Scoring-Engine
Code_Module_Mapped: ContactManagement.Controller, CampaignContacts.---

Test Case 7 - Performance Metrics Cards with Trend Indicators

Test Case Metadata

Test Case ID: CRM05P1US5_TC_007
Title: Verify Performance Metrics Cards Display with Trend Calculation Accuracy
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Performance Metrics Dashboard
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Performance-Metrics-Service, UI-Cards, MOD-Metrics, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Engineering, Report-Quality-Dashboard, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Analytics, Trend-Analysis, Happy-Path

Business Context

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

Role-Based Context

User_Role: Marketing Manager, Campaign Specialist
Permission_Level: Performance Metrics Access
Role_Restrictions: View-only access to metrics, cannot modify calculations
Multi_Role_Scenario: Yes (multiple roles use performance data)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 80%
Integration_Points: Trend-Calculation-Service, Historical-Data-API, Performance-Analytics
Code_Module_Mapped: PerformanceCards.Controller, TrendCalculator.Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: QA, Engineering, Module-Coverage
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-1 (Performance metrics display), AC-10 (Performance over time tracking)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_006 (Email funnel), CRM05P1US5_TC_017 (Historical performance)

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: Trend Calculation Service, Historical Data API, Performance Database
Performance_Baseline: Card rendering < 500ms, trend calculation < 1 second
Data_Requirements: Performance data with historical comparison for trend calculation

Prerequisites

Setup_Requirements: Q4 Product Launch campaign with historical performance data for trend calculation
User_Roles_Permissions: Marketing Manager with performance.read permissions
Test_Data:

• Campaign: "Q4 Product Launch"
• Current Performance: Delivery Rate 90.2%, Open Rate 51.13%, Click Rate 14.03%, Bounce Rate 6.94%
• Historical Data: Previous period data for trend calculations
• Trends: +0.5%, +2.1%, +1.1%, -0.8% respectively
  Prior_Test_Cases: CRM05P1US5_TC_006 (Email funnel navigation)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Performance tab and locate metrics cards row	Four performance metric cards display in horizontal row below email funnel	Cards: Delivery Rate, Open Rate, Click Rate, Bounce Rate<br>Layout: Horizontal row arrangement<br>Position: Below funnel visualization	Cards should have consistent sizing and spacing
2	Verify Delivery Rate card display and accuracy	Card shows 90.2% with +0.5% trend indicator and envelope icon	Rate: "90.2%" (large display)<br>Trend: "+0.5%" (green positive indicator)<br>Icon: Envelope/mail icon<br>Label: "Delivery Rate"	Green trend arrow indicates improvement
3	Verify Open Rate card display and calculations	Card displays 51.13% with +2.1% trend and eye/visibility icon	Rate: "51.13%" (prominent display)<br>Trend: "+2.1%" (positive change)<br>Icon: Eye/visibility icon<br>Calculation: (226 opens / 442 delivered) * 100 = 51.13% ✓	Trend shows significant improvement
4	Verify Click Rate card accuracy	Card shows 14.03% with +1.1% trend and cursor/pointer icon	Rate: "14.03%" (clear display)<br>Trend: "+1.1%" (upward trend)<br>Icon: Cursor/pointer icon<br>Calculation: (62 clicks / 442 delivered) * 100 = 14.03% ✓	Click performance trending upward
5	Verify Bounce Rate card with warning indication	Card displays 6.94% with trend indicator and warning/bounce icon	Rate: "6.94%" (visible percentage)<br>Trend: "-0.8%" (improvement in bounces)<br>Icon: Warning/bounce icon<br>Calculation: (34 bounces / 490 sent) * 100 = 6.94% ✓	Lower bounce rate is positive
6	Verify trend calculation accuracy across all cards	All trend percentages calculated correctly from historical comparison data	Delivery Rate: Previous 89.7% → Current 90.2% = +0.5% ✓<br>Open Rate: Previous 49.0% → Current 51.13% = +2.1% ✓<br>Click Rate: Previous 12.9% → Current 14.03% = +1.1% ✓<br>Bounce Rate: Previous 7.7% → Current 6.94% = -0.8% ✓	Mathematical precision critical
7	Test card hover functionality for additional details	Hovering over cards reveals expanded metrics and time period information	Hover Effects: Additional details appear within 300ms<br>Content: Shows time period for trend calculation<br>Details: Extended metric information<br>Animation: Smooth transition effects	Interactive elements enhance usability
8	Verify visual trend indicators consistency	Positive trends show green up arrows, negative trends show appropriate indicators	Positive Trends: Green up arrows (+0.5%, +2.1%, +1.1%)<br>Negative/Improvement: Red down arrow for bounces (-0.8%)<br>Colors: Consistent with improvement/decline meaning<br>Icons: Directional arrows match trend direction	Color coding should be intuitive
9	Test card responsiveness on different screen sizes	Cards maintain readability and proportions across various screen resolutions	Screen Sizes: 1920x1080, 1366x768, 1024x768<br>Layout: Cards stack or resize appropriately<br>Text: Remains legible at all sizes<br>Icons: Maintain visibility and clarity	Responsive design validation
10	Verify icon association accuracy	Each metric type displays appropriate, recognizable icon	Delivery Rate: Envelope icon (email delivery)<br>Open Rate: Eye icon (viewing/opening)<br>Click Rate: Cursor/pointer icon (clicking)<br>Bounce Rate: Warning/alert icon (delivery issues)	Icons should be intuitive and recognizable
11	Test card accessibility features	Cards support keyboard navigation and screen reader compatibility	Keyboard: Tab navigation between cards works<br>Focus: Clear focus indicators visible<br>Screen Reader: Alt text and labels present<br>Contrast: Text meets accessibility standards	Accessibility compliance important
12	Validate time period consistency for trend calculations	All trend calculations use same time period for fair comparison	Time Period: All trends based on same historical range<br>Consistency: Same baseline period for all metrics<br>Accuracy: No mixed time periods in comparison<br>Documentation: Time period clearly indicated	Consistent baseline ensures accuracy

Verification Points

Primary_Verification: All metric cards display mathematically accurate values with correct trend calculations and appropriate visual indicators
Secondary_Verifications: Hover interactions functional, responsive design works, accessibility features present
Negative_Verification: No calculation errors, no inconsistent trend time periods, no accessibility barriers

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record all metric values, trend calculations, and card behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for calculation or display issues]
Screenshots_Logs: [Evidence of metric cards and trend calculations]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CRM05P1US5_TC_006 (Email funnel display)
Blocked_Tests: Advanced trend analysis tests
Parallel_Tests: Other Performance tab components
Sequential_Tests: Should run after funnel visualization

Additional Information

Notes: Performance cards provide quick metric overview for campaign optimization decisions
Edge_Cases: Zero percentage values, very large percentage changes, missing historical data
Risk_Areas: Trend calculation accuracy, historical data consistency, card rendering performance
Security_Considerations: Appropriate access to performance data, no unauthorized metric visibility

Missing Scenarios Identified

Scenario_1: Card behavior when historical data is incomplete or missing
Type: Data Integrity
Rationale: Trend calculations require historical baseline data
Priority: P2-High

Scenario_2: Performance card display when metrics service returns cached vs real-time data
Type: Integration
Rationale: Users need to understand data freshness
Priority: P3-Medium

---

Test Case 12 - Campaign Segments Management and Analysis

Test Case Metadata

Test Case ID: CRM05P1US5_TC_012
Title: Verify Campaign Segments Performance Analysis with Distribution Calculation Accuracy
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Campaign Segments Analysis
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Segment-Management-Service, UI-Analysis, MOD-Segments, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Engineering, Report-Revenue-Impact-Tracking, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Segment-Analytics, Distribution-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: Marketing Manager
Permission_Level: Full Segment Management Access
Role_Restrictions: Cannot delete segments when campaign is active
Multi_Role_Scenario: No

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 10 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 95%
Integration_Points: Segment-Analytics-API, Revenue-Attribution-Service, Contact-Management-API
Code_Module_Mapped: SegmentManagement.Controller, DistributionCalculator.Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Product, Engineering, Revenue-Impact-Tracking
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-3 (Segment-based performance analysis), AC-11 (Segment performance comparison), BR-6 (Distribution calculations)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_008 (Performance segment comparison), CRM05P1US5_TC_011 (Contacts management)

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: Segment Analytics API, Revenue Attribution Service, Contact Management API, Chart Rendering Engine
Performance_Baseline: Chart rendering < 2 seconds, calculation accuracy 100%
Data_Requirements: Campaign segments with contact counts, performance metrics, revenue attribution

Prerequisites

Setup_Requirements: Q4 Product Launch campaign with three segments configured and performance data
User_Roles_Permissions: Marketing Manager with segment.management.full permissions
Test_Data:

• Total Contacts: 950, Active Segments: 3, Avg Open Rate: 33%, Total Revenue: $107,608
• Enterprise: 450 contacts, Startup company size, 35% open rate, 12% click rate, 9% conversion rate, $56,654 revenue, 47% distribution
• SMB: 320 contacts, Mid-Market company size, 41% open rate, 7% click rate, 2% conversion rate, $18,688 revenue, 34% distribution
• Startup: 180 contacts, Startup company size, 24% open rate, 10% click rate, 8% conversion rate, $32,266 revenue, 19% distribution
  Prior_Test_Cases: CRM05P1US5_TC_004 (Campaign detail navigation)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Q4 Product Launch campaign and click Segments tab	Segments tab loads with summary cards and segment comparison chart	Campaign: "Q4 Product Launch"<br>Tab: Segments (selected)<br>Load: Summary cards and chart visible<br>Performance: < 2 seconds load time	Tab should be prominently highlighted
2	Verify Total Contacts summary card accuracy	Card shows accurate total across all segments with people icon	Total Contacts: 950<br>Icon: People/users icon<br>Calculation: 450 + 320 + 180 = 950 ✓<br>Updates: Dynamic count updates	Mathematical accuracy critical
3	Verify Active Segments summary card	Card displays correct count of active segments with target icon	Active Segments: 3<br>Icon: Target/bullseye icon<br>Count: Enterprise, SMB, Startup = 3 active<br>Status: Only active segments counted	Should exclude paused/deleted segments
4	Verify Avg Open Rate calculation accuracy	Card shows weighted average open rate across all segments	Avg Open Rate: 33%<br>Icon: Envelope/mail icon<br>Calculation: (35%*450 + 41%*320 + 24%*180) / 950 = 33% ✓<br>Weighted: Based on contact volume	Weighted average ensures accuracy
5	Verify Total Revenue aggregation	Card displays sum of revenue across all segments with dollar icon	Total Revenue: $107,608<br>Icon: Dollar/currency icon<br>Calculation: $56,654 + $18,688 + $32,266 = $107,608 ✓<br>Format: Proper currency formatting	Revenue aggregation must be precise
6	Verify segment comparison chart display	Bar chart shows segment performance comparison with proper scaling	Chart: Vertical bar chart<br>Segments: Enterprise, SMB, Startup<br>Metrics: Three bars per segment<br>Scale: Y-axis 0 to 60	Visual comparison aids analysis
7	Verify Add Segment button functionality	Button opens segment creation interface	Button: "Add Segment"<br>Action: Opens segment creation modal/form<br>Interface: Segment configuration options<br>Cancel: Can cancel without changes	Segment creation should be accessible
8	Verify Enterprise segment row complete data	Enterprise segment shows all metrics with accurate calculations	Name: "Enterprise"<br>Contacts: 450<br>Company Size: "Startup"<br>Open Rate: 35% (progress bar)<br>Click Rate: 12% (bullet indicator)<br>Conversion Rate: 9% (up trend arrow)<br>Revenue: $56,654<br>Distribution: 47%	All metrics properly formatted
9	Verify SMB segment metrics and visual indicators	SMB segment displays complete performance data with visual elements	Name: "SMB"<br>Contacts: 320<br>Company Size: "Mid-Market"<br>Open Rate: 41% (progress bar)<br>Click Rate: 7% (bullet indicator)<br>Conversion Rate: 2% (trend indicator)<br>Revenue: $18,688<br>Distribution: 34%	Visual indicators enhance readability
10	Verify Startup segment data and distribution calculation	Startup segment shows accurate metrics and distribution percentage	Name: "Startup"<br>Contacts: 180<br>Company Size: "Startup"<br>Open Rate: 24% (progress bar)<br>Click Rate: 10% (bullet indicator)<br>Conversion Rate: 8% (up trend arrow)<br>Revenue: $32,266<br>Distribution: 19%	Distribution = (180/950) * 100 = 19% ✓
11	Validate distribution percentages sum to 100%	All segment distribution percentages total exactly 100%	Enterprise: 47%<br>SMB: 34%<br>Startup: 19%<br>Total: 47% + 34% + 19% = 100% ✓<br>Accuracy: Perfect distribution accounting	Critical mathematical validation
12	Test segment delete restriction for active campaign	Delete buttons show restriction message for active campaign	Action: Click delete (trash) icon<br>Message: "can only be deleted when campaign is paused"<br>Restriction: Delete disabled for active campaign<br>Business Rule: Protects active campaign integrity	Business rule enforcement
13	Verify segment performance ranking by revenue	Segments ranked by revenue generation capability	Revenue Ranking: Enterprise ($56,654) > Startup ($32,266) > SMB ($18,688)<br>Performance: Startup highest conversion rate (8%)<br>Volume: Enterprise largest contact base (450)	Revenue vs performance vs volume analysis
14	Test chart interactivity and drill-down	Click chart bars to access detailed segment analysis	Action: Click Enterprise bar in chart<br>Result: Detailed segment view or expanded data<br>Navigation: Drill-down to segment specifics<br>Return: Back to overview functionality	Interactive analysis capabilities

Verification Points

Primary_Verification: All segment metrics mathematically accurate with distribution percentages summing to exactly 100%
Secondary_Verifications: Chart visualization accurate, delete restrictions enforced, revenue ranking correct
Negative_Verification: No calculation errors, no unauthorized segment deletion, no missing segment data

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record all calculations, chart accuracy, and restriction enforcement]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for calculation or visualization errors]
Screenshots_Logs: [Evidence of segment analysis and calculations]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CRM05P1US5_TC_004 (Campaign detail access)
Blocked_Tests: Advanced segment management, Segment creation tests
Parallel_Tests: Other segment-related functionality
Sequential_Tests: Should run before segment modification tests

Additional Information

Notes: Critical functionality for campaign targeting optimization and ROI analysis by customer segment
Edge_Cases: Segments with zero contacts, equal performance across segments, single segment campaigns
Risk_Areas: Distribution calculation accuracy, revenue attribution, segment data integrity
Security_Considerations: Segment data access controls, revenue visibility permissions

Missing Scenarios Identified

Scenario_1: Segment analysis when contacts are reassigned between segments during active campaign
Type: Data Integrity
Rationale: Contact movement affects distribution calculations and performance metrics
Priority: P1-Critical

Scenario_2: Segment performance tracking when external analytics service provides inconsistent data
Type: Integration
Rationale: Segment metrics depend on reliable analytics service data
Priority: P2-High

---

Test Case 13 - Email Templates Management and Performance Tracking

Test Case Metadata

Test Case ID: CRM05P1US5_TC_013
Title: Verify Email Templates Management and Performance Tracking Accuracy
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Template-Management-Service, UI-Content, MOD-Templates, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Product, Report-Module-Coverage, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Content-Management, Template-Analytics, 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: Campaign Specialist
Permission_Level: Template Management Access
Role_Restrictions: Cannot delete templates used in active campaigns
Multi_Role_Scenario: Yes (Marketing Manager can also manage templates)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 80%
Integration_Points: Template-Storage-Service, Email-Analytics-API, Performance-Tracker
Code_Module_Mapped: TemplateManagement.Controller, TemplatePerformance.Analyzer
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: QA, Product, Module-Coverage
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-5 (Email template performance tracking), AC-12 (Content management)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_015 (Email sends), CRM05P1US5_TC_006 (Performance metrics)

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: Template Storage Service, Email Analytics API, Content Database
Performance_Baseline: Template load < 1 second, analytics calculation < 2 seconds
Data_Requirements: Email templates with performance history, engagement data

Prerequisites

Setup_Requirements: Q4 Product Launch campaign with "Welcome Series Template" and performance data
User_Roles_Permissions: Campaign Specialist role with template.manage permissions
Test_Data:

• Template: "Welcome Series Template", Description: "Welcome to our platform!"
• Category: "Onboarding" (Active status)
• Performance: 337 sent, 92 opened, 80 clicks, 24 conversions
• Metrics: 49% open rate, 14% click rate, 9% conversion rate
  Prior_Test_Cases: CRM05P1US5_TC_004 (Campaign detail navigation)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Q4 Product Launch campaign and click Content tab	Content tab loads with template metrics cards and template management section	Campaign: "Q4 Product Launch"<br>Tab: Content (selected)<br>Load Time: < 2 seconds<br>Sections: Metrics cards and template list	Content tab should be clearly highlighted
2	Verify content metrics summary cards accuracy	Four summary cards show accurate email content performance totals	Total Sent: 337<br>Total Opens: 92 (27% rate)<br>Total Clicks: 80 (24% rate)<br>Conversions: 24 (7% rate)<br>Calculations: All percentages mathematically correct	Cards provide content performance overview
3	Verify Email Templates sub-tab selection and count	Email Templates sub-tab active with accurate template count display	Active Sub-tab: "Email Templates"<br>Count Display: "Email Templates (1)"<br>Other Sub-tabs: Performance Analysis, Content Trends<br>Template Count: Matches actual templates	Sub-tab navigation should be intuitive
4	Verify Create Template button accessibility	Create Template button visible and functional for authorized users	Button: "Create Template"<br>Visibility: Prominently displayed<br>Access: Enabled for Campaign Specialist role<br>Function: Opens template creation interface	Template creation should be accessible
5	Verify template table headers completeness	All required columns display properly with appropriate sorting indicators	Headers: Template, Category, Status, Performance, Open Rate, Click Rate, Conversion Rate, Actions<br>Sorting: Sortable columns indicated<br>Layout: Clear column organization	Comprehensive template information
6	Verify Welcome Series Template information display	Template row shows complete information with proper formatting	Name: "Welcome Series Template"<br>Description: "Welcome to our platform!"<br>Category: "Onboarding" (green active badge)<br>Performance: "337 sent, 92 opened"<br>Formatting: All data clearly presented	Template details should be comprehensive
7	Verify template performance metrics with visual indicators	Open rate, click rate, conversion rate display with progress indicators	Open Rate: 49% (progress bar indicator)<br>Click Rate: 14% (bullet point indicator)<br>Conversion Rate: 9% (up trend arrow indicator)<br>Visual: Progress elements match performance levels	Visual indicators enhance readability
8	Validate template performance calculations accuracy	All template metrics calculated correctly from engagement data	Calculation Validation:<br>Open Rate: (92/337) * 100 = 27.3% ≠ 49% (Data inconsistency to verify)<br>Click Rate: (80/337) * 100 = 23.7% ≠ 14% (Data inconsistency to verify)<br>Conversion Rate: (24/337) * 100 = 7.1% ≠ 9% (Data inconsistency to verify)	Mathematical accuracy critical
9	Verify template status badge and state management	Active status displays with appropriate color coding and restrictions	Status: "Active" (green badge)<br>Color: Green indicates active state<br>Restrictions: Active templates cannot be deleted<br>State: Available for use in campaigns	Status should clearly indicate template availability
10	Test template view functionality	View button redirects to template detail page with complete information	Action: Click "View" button<br>Navigation: Redirects to template detail view<br>Content: Complete template information displayed<br>Return: Can navigate back to template list	Template details should be accessible
11	Test template filtering and search capabilities	Templates can be filtered by category, status, and performance metrics	Search: Template name search functionality<br>Filters: Category, Status, Performance range<br>Results: Filtered list updates dynamically<br>Reset: Can clear filters and return to full list	Filtering aids template management
12	Verify template analytics integration	Template performance data integrates correctly with campaign analytics	Integration: Template metrics contribute to campaign totals<br>Consistency: Data matches across different views<br>Updates: Performance data refreshes appropriately<br>Accuracy: No discrepancies in integrated metrics	Analytics integration ensures data consistency

Verification Points

Primary_Verification: All template performance metrics calculate correctly and display with proper visual indicators
Secondary_Verifications: Template management functions work, view functionality operational, filtering capabilities functional
Negative_Verification: No calculation errors in performance metrics, no unauthorized template access

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record template performance calculations and management functionality]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for template or calculation issues]
Screenshots_Logs: [Evidence of template display and performance]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Partial

Test Relationships

Blocking_Tests: CRM05P1US5_TC_004 (Campaign detail access)
Blocked_Tests: Template creation tests, Template editing workflows
Parallel_Tests: Other content management tests
Sequential_Tests: Should run after campaign detail validation

Additional Information

Notes: Template performance tracking critical for content optimization and A/B testing strategies
Edge_Cases: Templates with zero performance data, very high/low performance metrics, deleted templates
Risk_Areas: Performance calculation accuracy, template data integrity, access control enforcement
Security_Considerations: Template content protection, role-based editing permissions

Missing Scenarios Identified

Scenario_1: Template performance tracking when email delivery service returns partial engagement data
Type: Integration
Rationale: Template metrics depend on reliable email engagement tracking
Priority: P2-High

Scenario_2: Template management behavior when multiple users edit same template simultaneously
Type: Concurrency
Rationale: Multi-user template editing requires conflict resolution
Priority: P3-Medium

---

Test Case 14 - Campaign Leads Management and Qualification Tracking

Test Case Metadata

Test Case ID: CRM05P1US5_TC_014
Title: Verify Campaign Leads Management and Qualification Tracking with Score Validation
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Lead Management System
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Lead-Management-Service, UI-Leads, MOD-Leads, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Report-Product, Report-Customer-Segment-Analysis, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-CRM, Lead-Scoring, 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: Full Lead Management Access
Role_Restrictions: Cannot modify lead scores directly (system calculated)
Multi_Role_Scenario: Yes (Marketing Manager can also view leads)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 90%
Integration_Points: Lead-Scoring-Engine, CRM-Integration, Contact-Database, Pipeline-Management
Code_Module_Mapped: LeadManagement.Controller, LeadScoring.Calculator
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Engineering, Product, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-4 (Hot leads identification), AC-13 (Lead scoring ≥90), AC-14 (Lead qualification tracking)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_003 (Hot leads popup), CRM05P1US5_TC_027 (Real-time notifications)

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: Lead Scoring Engine, CRM Integration, Contact Database, Pipeline Management System
Performance_Baseline: Lead list load < 2 seconds, scoring calculation < 1 second
Data_Requirements: Campaign leads with scoring data, qualification stages, estimated values

Prerequisites

Setup_Requirements: Q4 Product Launch campaign with qualified leads and scoring data
User_Roles_Permissions: Sales Manager role with lead.manage and lead.view permissions
Test_Data:

• Lead: Sarah Johnson, TechCorp Solutions, VP of Sales
• Contact: sarah.johnson@techcorp.com, +1 (555) 123-4567
• Scoring: Score 95, Classification "hot", Stage "qualified"
• Value: $25,000 estimated value, Assigned to: John Smith
• Activity: Last activity 2 hours ago
  Prior_Test_Cases: CRM05P1US5_TC_004 (Campaign detail navigation)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Q4 Product Launch campaign and click Leads tab	Leads tab loads with campaign leads management interface	Campaign: "Q4 Product Launch"<br>Tab: Leads (selected)<br>Interface: Lead management table visible<br>Load Time: < 2 seconds	Leads tab should be clearly highlighted
2	Verify lead count display in section header	Header shows accurate count of leads generated by campaign	Header: "Campaign Leads (1)"<br>Count: Matches actual lead count<br>Dynamic: Updates with lead status changes<br>Accuracy: Reflects current lead database	Lead count should be real-time
3	Verify lead filtering options availability	Search field and filter dropdowns provide lead management capabilities	Search: "Search leads..." field<br>Filters: "All Classifications", "All Stages"<br>Functionality: Dropdown options available<br>Accessibility: Filter controls responsive	Filtering essential for lead management
4	Verify lead table headers comprehensiveness	All required columns display for complete lead management	Headers: Lead, Company & Position, Score, Classification, Stage, Estimated Value, Last Activity, Assigned To, Actions<br>Layout: Comprehensive lead information<br>Organization: Logical column arrangement	Headers should cover all lead data
5	Verify Sarah Johnson lead information display	Complete lead details display with proper formatting and accessibility	Lead Info: "SJ" avatar, "Sarah Johnson"<br>Email: sarah.johnson@techcorp.com (clickable)<br>Company: "TechCorp Solutions"<br>Position: "VP of Sales"<br>Formatting: Professional presentation	Lead contact details should be actionable
6	Verify lead score display and validation	Score shows with appropriate styling and meets business rule threshold	Score: 95 (with star indicator)<br>Threshold: ≥90 for hot lead classification<br>Display: Prominently featured<br>Validation: Score meets hot lead criteria	High scores should be visually emphasized
7	Verify lead classification badge accuracy	"hot" classification displays with appropriate color coding and priority indication	Classification: "hot" (red badge)<br>Color: Red indicates high priority<br>Business Rule: Score ≥90 = hot classification<br>Visibility: Badge prominently displayed	Classification should indicate urgency
8	Verify lead stage indicator and progression	"qualified" stage shows with proper status color and progression tracking	Stage: "qualified" (green badge)<br>Color: Green indicates positive progression<br>Status: Shows lead qualification success<br>Progression: Clear stage identification	Stage should show lead development
9	Verify estimated value formatting and business impact	Monetary value displays with proper currency formatting	Estimated Value: "$25,000"<br>Format: Currency symbol and comma separators<br>Significance: Substantial pipeline value<br>Display: Clear monetary formatting	Value should indicate business opportunity
10	Verify last activity timestamp and recency	Activity timestamp shows relative time for immediate context	Last Activity: "2 hours ago"<br>Format: Relative time display<br>Recency: Recent activity indicates engagement<br>Context: Helps prioritize follow-up	Recent activity indicates hot opportunity
11	Verify assigned sales representative information	Shows clear ownership and responsibility for lead follow-up	Assigned To: "John Smith"<br>Ownership: Clear lead assignment<br>Responsibility: Sales rep accountability<br>Contact: Sales team member identification	Assignment ensures accountability
12	Verify lead action buttons and functionality	View, email, call buttons provide complete lead management capabilities	Actions: View (lead detail), Email (compose), Call (dialer)<br>Functionality: All buttons responsive<br>Integration: Actions connect to appropriate systems<br>Accessibility: Clear action indicators	Actions should enable immediate response

Verification Points

Primary_Verification: All lead information displays accurately with proper scoring, classification, and stage tracking
Secondary_Verifications: Filter functionality works, estimated values formatted correctly, assignments clear
Negative_Verification: Only qualified leads visible, no unauthorized lead access, no scoring calculation errors

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record lead display, scoring accuracy, and management functionality]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for lead management or scoring issues]
Screenshots_Logs: [Evidence of lead display and qualification tracking]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CRM05P1US5_TC_004 (Campaign detail access)
Blocked_Tests: Lead detail views, Lead conversion tracking
Parallel_Tests: Other lead management functionality
Sequential_Tests: Should run after campaign detail validation

Additional Information

Notes: Lead qualification tracking critical for sales pipeline management and revenue forecasting
Edge_Cases: Leads with missing scores, unassigned leads, leads with zero estimated value
Risk_Areas: Lead scoring accuracy, pipeline value calculations, assignment management
Security_Considerations: Lead data privacy, role-based access to sensitive lead information

Missing Scenarios Identified

Scenario_1: Lead scoring accuracy when engagement data is delayed or inconsistent
Type: Integration
Rationale: Lead scores depend on real-time engagement tracking
Priority: P1-Critical

Scenario_2: Lead assignment management when sales representatives are reassigned or unavailable
Type: Workflow
Rationale: Lead ownership changes require proper workflow management
Priority: P2-High

---

Test Case 15 - Email Send Management and Delivery Tracking

Test Case Metadata

Test Case ID: CRM05P1US5_TC_015
Title: Verify Email Send Management and Delivery Tracking with Engagement Monitoring
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Email-Delivery-Service, UI-Tracking, MOD-EmailSends, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Engineering, Report-Quality-Dashboard, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Integration-Email-Service, Delivery-Tracking, Happy-Path

Business Context

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

Role-Based Context

User_Role: Campaign Specialist
Permission_Level: Email Send Management Access
Role_Restrictions: Cannot modify sent emails, view-only for delivered content
Multi_Role_Scenario: Yes (Marketing Manager can also manage email sends)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 85%
Integration_Points: Email-Delivery-Service, Engagement-Tracking-API, Send-Status-Monitor
Code_Module_Mapped: EmailSendManagement.Controller, DeliveryTracker.Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Product, Engineering, Quality-Dashboard
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-16 (Multi-channel campaign tracking), AC-11 (Email send status monitoring), BR-10 (Delivery attempt limits)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_013 (Email templates), CRM05P1US5_TC_006 (Performance metrics)

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: Email Delivery Service, Engagement Tracking API, Send Status Monitor, Template Service
Performance_Baseline: Send status updates < 2 seconds, tracking data accuracy 100%
Data_Requirements: Email send to Contact #1 with delivered status and engagement data

Prerequisites

Setup_Requirements: Q4 Product Launch campaign with email sends and engagement tracking
User_Roles_Permissions: Campaign Specialist role with email.send.manage permissions
Test_Data:

• Contact: "Contact #1", "template compliant"
• Email Subject: "Transform Your Business with TechCorp Solutions"
• Send Date: "2024-01-21 10:30 AM"
• Status: "delivered" (green check icon)
• Engagement: "Opened on 21/01/2024, Clicked on 21/01/2024"
• Attempts: "1 / 3" (current/max attempts)
  Prior_Test_Cases: CRM05P1US5_TC_004 (Campaign detail navigation)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Q4 Product Launch campaign and click Email Sends tab	Email Sends tab loads with send management interface and metrics	Campaign: "Q4 Product Launch"<br>Tab: Email Sends (selected)<br>Interface: Send management section visible<br>Load Time: < 2 seconds	Email Sends tab should be accessible
2	Verify email send metrics cards accuracy	Four summary cards display correct send statistics and performance	Total Sends: 1<br>Delivered: 1 (100% success rate)<br>Opened: 1 (100% open rate)<br>Failed/Bounced: 0 (no failures)	Metrics should reflect actual send performance
3	Verify "Needs attention" indicator behavior	Failed/Bounced card shows attention warning only when failures exist	Failed/Bounced Count: 0<br>Attention Warning: Should NOT appear<br>Color: Normal card color (not warning)<br>Status: No attention needed	Warning should appear only with actual failures
4	Verify Pause Sending button functionality	Button available for emergency campaign send control	Button: "Pause Sending"<br>Visibility: Prominently displayed<br>Function: Emergency stop capability<br>Access: Available to Campaign Specialist	Critical emergency control functionality
5	Verify search functionality for email tracking	Search field allows filtering by email subject and content	Search Field: "Search by email subject..."<br>Placeholder: Clear instruction text<br>Function: Real-time search capability<br>Performance: Quick response to search terms	Search aids in managing multiple sends
6	Verify status filter dropdown options	All Statuses dropdown provides send status filtering capabilities	Filter: "All Statuses" dropdown<br>Options: delivered, failed, pending, bounced<br>Function: Status-based filtering<br>Reset: Can return to all statuses view	Status filtering essential for send management
7	Verify email send table headers completeness	All required columns display for comprehensive send tracking	Headers: Contact, Subject, Send Date, Status, Engagement, Attempts, Actions<br>Layout: Comprehensive send information<br>Organization: Logical data arrangement	Headers should cover all send tracking data
8	Verify contact information display in send record	Contact #1 shows with proper identification and compliance status	Contact: "01" avatar, "Contact #1"<br>Status: "template compliant"<br>Identification: Clear contact reference<br>Compliance: Template compliance indicated	Contact identification should be clear
9	Verify email subject line display	Complete email subject shows without truncation	Subject: "Transform Your Business with TechCorp Solutions"<br>Display: Full subject line visible<br>Formatting: Professional presentation<br>Clarity: Subject completely readable	Subject should be fully visible for context
10	Verify send date and time formatting	Send timestamp displays with proper date/time formatting	Send Date: "2024-01-21 10:30 AM"<br>Format: YYYY-MM-DD HH:MM AM/PM<br>Timezone: Appropriate timezone display<br>Clarity: Unambiguous timestamp	Date/time format should be clear and consistent
11	Verify delivery status with visual confirmation	Delivered status shows with green check icon and clear indication	Status: "delivered"<br>Icon: Green check mark<br>Visual: Positive status indication<br>Confirmation: Successful delivery verified	Delivery success should be visually clear
12	Verify engagement tracking completeness	Complete engagement history shows opened and clicked activities	Engagement: "Opened on 21/01/2024, Clicked on 21/01/2024"<br>Tracking: Complete interaction history<br>Dates: Specific engagement timestamps<br>Activities: Both open and click tracked	Engagement tracking should be comprehensive

Verification Points

Primary_Verification: All email send data tracks accurately with proper delivery status and complete engagement monitoring
Secondary_Verifications: Search and filter functionality works, metrics cards accurate, emergency controls available
Negative_Verification: No failed sends show inappropriate warnings, no missing engagement data

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record send tracking accuracy, delivery status, and engagement data]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for send tracking or delivery issues]
Screenshots_Logs: [Evidence of email send management and tracking]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CRM05P1US5_TC_004 (Campaign detail access)
Blocked_Tests: Advanced send analytics, Delivery optimization tests
Parallel_Tests: Other email management functionality
Sequential_Tests: Should run after campaign detail validation

Additional Information

Notes: Email send tracking critical for campaign performance monitoring and deliverability optimization
Edge_Cases: Failed sends, bounced emails, multiple send attempts, engagement tracking failures
Risk_Areas: Delivery status accuracy, engagement tracking reliability, send attempt management
Security_Considerations: Email content protection, recipient privacy, delivery log security

Missing Scenarios Identified

Scenario_1: Send tracking behavior when email service provider experiences delivery delays
Type: Integration
Rationale: Email delivery depends on external service reliability
Priority: P2-High

Scenario_2: Engagement tracking accuracy when recipients interact with emails across multiple devices
Type: Data Integrity
Rationale: Cross-device engagement may affect tracking accuracy
Priority: P2-High

---

Test Case 16 - Campaign Activities Timeline and Audit Trail

Test Case Metadata

Test Case ID: CRM05P1US5_TC_016
Title: Verify Campaign Activities Timeline and Audit Trail with User Attribution Tracking
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Campaign Activity Tracking
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Activity-Logging-Service, UI-Timeline, MOD-Activities, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Engineering, Report-Security-Validation, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Low, Integration-Audit, Activity-Tracking, Happy-Path

Business Context

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

Role-Based Context

User_Role: Any (Marketing Manager, Campaign Specialist, Sales Manager)
Permission_Level: Activity View Access
Role_Restrictions: Cannot modify historical activities, read-only audit access
Multi_Role_Scenario: Yes (all roles need activity visibility)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 75%
Integration_Points: Activity-Logging-Service, Audit-Trail-Database, User-Management-API
Code_Module_Mapped: ActivityTracking.Controller, AuditLogger.Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: QA, Engineering, Security-Validation
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-18 (Audit trail maintenance), AC-8 (Activity and audit management), BR-11 (User attribution logging)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_005 (Edit modal), CRM05P1US5_TC_029 (Status transitions)

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: Activity Logging Service, Audit Trail Database, User Management API
Performance_Baseline: Activity load < 1 second, search response < 500ms
Data_Requirements: Campaign activities for January 15, 2024 - Creation and Start events

Prerequisites

Setup_Requirements: Q4 Product Launch campaign with complete activity history from creation to launch
User_Roles_Permissions: Any role with activity.read permissions (Marketing Manager used for test)
Test_Data:

• Date: Monday, January 15, 2024 (2 activities)
• Activity 1: Campaign Created at 09:00:00 by John Doe
• Activity 2: Campaign Started at 10:00:00 by John Doe
• Campaign: "Q4 Product Launch" creation and launch sequence
  Prior_Test_Cases: CRM05P1US5_TC_004 (Campaign detail navigation)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Q4 Product Launch campaign and click Activities tab	Activities tab loads with campaign activity timeline and filtering options	Campaign: "Q4 Product Launch"<br>Tab: Activities (selected)<br>Timeline: Activity chronology visible<br>Load Time: < 1 second	Activities should load quickly for audit purposes
2	Verify activity count display in section header	Header shows accurate count of logged activities	Header: "Campaign Activities (2)"<br>Count: Matches actual activity records<br>Accuracy: Reflects complete activity log<br>Updates: Dynamic count maintenance	Activity count should be precise
3	Verify search functionality for activity filtering	Search field allows filtering activities by action or description	Search Field: "Search activities..."<br>Placeholder: Clear instruction text<br>Function: Real-time activity search<br>Performance: < 500ms response time	Search enables efficient activity location
4	Verify activity type filter options	All Types dropdown provides activity categorization filtering	Filter: "All Types" dropdown<br>Categories: Creation, Modification, Status Change, Email Send<br>Function: Type-based filtering<br>Reset: Return to all activities view	Type filtering aids audit analysis
5	Verify date grouping and organization	Activities grouped by date with clear chronological organization	Date Header: "Monday, January 15, 2024"<br>Activity Count: "2 activities"<br>Organization: Chronological grouping<br>Clarity: Clear date section headers	Date grouping improves audit readability
6	Verify Campaign Started activity details	First activity shows complete campaign start information	Time: "10:00:00"<br>Icon: Play button icon<br>Action: "Campaign Started"<br>Description: "Campaign was started and first emails sent"<br>User: "by John Doe"	Start activity should capture launch details
7	Verify Campaign Created activity details	Second activity shows complete campaign creation information	Time: "09:00:00"<br>Icon: Plus/creation icon<br>Action: "Campaign Created"<br>Description: "Campaign 'Q4 Product Launch' was created"<br>User: "by John Doe"	Creation activity should capture initial setup
8	Verify chronological order accuracy	Activities display in correct chronological sequence	Chronological Order: 09:00:00 (Created) before 10:00:00 (Started)<br>Logic: Creation precedes start<br>Sequence: Logical activity progression<br>Accuracy: Time-based ordering	Chronological accuracy critical for audit
9	Verify user attribution completeness	Each activity shows responsible user with proper attribution	Attribution: "by John Doe" for both activities<br>Consistency: Same user for related actions<br>Accountability: Clear user responsibility<br>Format: Consistent attribution format	User attribution ensures accountability
10	Test activity search functionality	Search filters activities by action keywords and descriptions	Search Input: "Campaign Started"<br>Result: Returns start activity only<br>Filtering: Accurate keyword matching<br>Performance: Quick search response	Search should locate specific activities
11	Test activity type filtering	Filter shows activities by specific type categories	Filter Selection: "Creation" type<br>Result: Shows only "Campaign Created" activity<br>Exclusion: Hides other activity types<br>Reset: Can return to all activities	Type filtering supports targeted audit
12	Verify activity completeness and audit compliance	All significant campaign actions logged with complete information	Completeness: All major actions recorded<br>Detail Level: Sufficient information for audit<br>Compliance: Meets audit trail requirements<br>Integrity: No missing critical activities	Comprehensive logging ensures audit compliance

Verification Points

Primary_Verification: All campaign activities logged with accurate timestamps, complete descriptions, and proper user attribution
Secondary_Verifications: Chronological ordering correct, search functionality works, type filtering operational
Negative_Verification: No missing activities, no unauthorized activity modifications, proper audit trail integrity

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record activity logging accuracy, chronological order, and user attribution]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for activity logging or audit issues]
Screenshots_Logs: [Evidence of activity timeline and audit trail]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CRM05P1US5_TC_004 (Campaign detail access)
Blocked_Tests: Advanced audit reporting, Activity export functionality
Parallel_Tests: Other audit and compliance tests
Sequential_Tests: Should run after campaign operations that generate activities

Additional Information

Notes: Activity tracking essential for compliance, audit requirements, and operational transparency
Edge_Cases: High-frequency activity logging, concurrent user actions, system-generated vs user-generated activities
Risk_Areas: Activity logging completeness, timestamp accuracy, user attribution integrity
Security_Considerations: Audit log protection, unauthorized access prevention, activity data integrity

Missing Scenarios Identified

Scenario_1: Activity logging behavior when multiple users perform simultaneous campaign actions
Type: Concurrency
Rationale: Concurrent operations may create complex activity logging scenarios
Priority: P2-High

Scenario_2: Audit trail completeness when system experiences logging service interruptions
Type: Integration
Rationale: Activity logging depends on reliable logging service availability
Priority: P1-Critical

---

Test Case 17 - Historical Performance Analysis and Trend Tracking

Test Case Metadata

Test Case ID: CRM05P1US5_TC_017
Title: Verify Historical Performance Analysis and Trend Tracking with Daily Metrics Validation
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Historical Performance Analysis
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Historical-Analytics-Service, UI-Timeline, MOD-History, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Engineering, Report-Quality-Dashboard, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Time-Series, Performance-Tracking, Happy-Path

Business Context

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

Role-Based Context

User_Role: Marketing Manager
Permission_Level: Historical Analytics Access
Role_Restrictions: Cannot modify historical data, view-only access to performance trends
Multi_Role_Scenario: Yes (Campaign Specialists also analyze historical performance)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 80%
Integration_Points: Historical-Data-API, Performance-Calculation-Service, Time-Series-Database
Code_Module_Mapped: HistoricalAnalysis.Controller, TrendCalculator.Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Product, Engineering, Quality-Dashboard
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-10 (Performance over time tracking), AC-17 (Historical trend analysis), BR-12 (Daily metrics aggregation)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_006 (Performance metrics), CRM05P1US5_TC_010 (Time of day analysis)

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: Historical Data API, Performance Calculation Service, Time Series Database
Performance_Baseline: Chart rendering < 2 seconds, data calculation < 1 second
Data_Requirements: Daily performance data from Jan 15-21 with sent, opened, clicked, converted metrics

Prerequisites

Setup_Requirements: Q4 Product Launch campaign with complete daily performance history
User_Roles_Permissions: Marketing Manager with historical.analytics.read permissions
Test_Data:

• Jan 15: Sent: 300, Opened: 210, Clicked: 42, Converted: 8
• Jan 16: Sent: 280, Opened: 196, Clicked: 39, Converted: 7
• Jan 17: Sent: 320, Opened: 224, Clicked: 45, Converted: 9
• Jan 18: Sent: 290, Opened: 203, Clicked: 41, Converted: 8
• Jan 19: Sent: 310, Opened: 217, Clicked: 43, Converted: 9
• Jan 20: Sent: 340, Opened: 238, Clicked: 48, Converted: 10
• Jan 21: Sent: 410, Opened: 287, Clicked: 58, Converted: 12
  Prior_Test_Cases: CRM05P1US5_TC_004 (Campaign detail navigation)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Q4 Product Launch campaign and click History tab	History tab loads with Performance Over Time section and daily metrics	Campaign: "Q4 Product Launch"<br>Tab: History (selected)<br>Section: "Performance Over Time" visible<br>Load Time: < 2 seconds	History should provide comprehensive performance timeline
2	Verify chart title and date selection structure	Chart displays proper title with date selection checkboxes for analysis	Title: "Performance Over Time"<br>Date Range: Jan 15-21, 2024<br>Checkboxes: Individual date selection available<br>Interface: User-friendly date selection	Date selection enables comparative analysis
3	Verify column headers for metrics tracking	Four metric columns display correctly for comprehensive performance analysis	Columns: Sent, Opened, Clicked, Converted<br>Headers: Clear metric identification<br>Organization: Logical data arrangement<br>Completeness: All key metrics represented	Headers should cover essential performance indicators
4	Verify Jan 15 baseline performance data	First day shows campaign baseline performance metrics	Jan 15 Data: Sent: 300, Opened: 210, Clicked: 42, Converted: 8<br>Baseline: Starting performance levels<br>Accuracy: Data matches historical records<br>Completeness: All metrics recorded	Baseline establishes performance starting point
5	Verify Jan 16 performance continuation	Second day shows consistent campaign performance tracking	Jan 16 Data: Sent: 280, Opened: 196, Clicked: 39, Converted: 7<br>Trend: Slight decrease from baseline<br>Consistency: Similar performance ratios<br>Tracking: Continuous data collection	Performance tracking should be consistent
6	Verify Jan 17 performance improvement	Mid-campaign shows performance optimization results	Jan 17 Data: Sent: 320, Opened: 224, Clicked: 45, Converted: 9<br>Improvement: Higher activity than previous days<br>Optimization: Performance gains visible<br>Growth: Upward trend indication	Performance improvement should be trackable
7	Verify Jan 18 performance stability	Shows continued campaign performance with consistent engagement	Jan 18 Data: Sent: 290, Opened: 203, Clicked: 41, Converted: 8<br>Stability: Consistent performance levels<br>Reliability: Steady engagement metrics<br>Maintenance: Performance level sustainability	Stable performance indicates campaign health
8	Verify Jan 19 Friday performance metrics	End-of-week performance shows continued engagement strength	Jan 19 Data: Sent: 310, Opened: 217, Clicked: 43, Converted: 9<br>Friday Performance: Strong week-end metrics<br>Engagement: Maintained interaction levels<br>Consistency: Reliable daily performance	Friday performance validates campaign strength
9	Verify Jan 20 weekend performance tracking	Weekend performance demonstrates campaign reach effectiveness	Jan 20 Data: Sent: 340, Opened: 238, Clicked: 48, Converted: 10<br>Weekend Reach: Higher send volume<br>Effectiveness: Strong weekend engagement<br>Growth: Continued performance increase	Weekend data shows campaign broad appeal
10	Verify Jan 21 peak performance identification	Final day shows campaign peak performance across all metrics	Jan 21 Data: Sent: 410, Opened: 287, Clicked: 58, Converted: 12<br>Peak Performance: Highest metrics achieved<br>Growth Culmination: Maximum campaign effectiveness<br>Success: Clear performance progression	Peak performance validates campaign optimization
11	Test date checkbox selection functionality	Date selection enables comparative analysis across selected periods	Checkbox Function: Individual date selection<br>Comparison: Selected dates highlighted<br>Analysis: Comparative metrics display<br>Flexibility: Multiple date combinations	Date selection supports flexible analysis
12	Verify performance trend progression analysis	Overall trend shows clear performance improvement from start to peak	Trend Analysis: Jan 15 (baseline) → Jan 21 (peak)<br>Progression: Consistent upward trend<br>Optimization: Clear performance gains<br>ROI: Improving campaign effectiveness	Trend analysis demonstrates campaign success

Verification Points

Primary_Verification: All daily performance data accurate with clear upward trend progression from Jan 15 baseline to Jan 21 peak
Secondary_Verifications: Date selection functionality works, metrics calculations correct, trend analysis clear
Negative_Verification: No missing data points, no calculation errors, no trend misrepresentation

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record daily metrics accuracy, trend progression, and selection functionality]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for historical data or trend analysis issues]
Screenshots_Logs: [Evidence of performance timeline and trend analysis]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CRM05P1US5_TC_004 (Campaign detail access)
Blocked_Tests: Advanced trend analysis, Performance forecasting
Parallel_Tests: Other historical analysis functionality
Sequential_Tests: Should run after performance data collection

Additional Information

Notes: Historical performance analysis critical for campaign optimization and future planning
Edge_Cases: Campaigns with missing daily data, very short campaigns, campaigns with zero performance
Risk_Areas: Historical data integrity, trend calculation accuracy, date selection logic
Security_Considerations: Historical data protection, performance data privacy

Missing Scenarios Identified

Scenario_1: Historical analysis when daily performance data is incomplete or missing
Type: Data Integrity
Rationale: Historical trends require complete daily data for accurate analysis
Priority: P2-High

Scenario_2: Performance comparison across multiple campaigns with overlapping time periods
Type: Enhancement
Rationale: Cross-campaign historical analysis provides strategic insights
Priority: P3-Medium

---

Test Case 18 - API Campaign Performance Metrics Endpoint

Test Case Metadata

Test Case ID: CRM05P1US5_TC_018
Title: Verify API Campaign Performance Metrics Endpoint with Mathematical Accuracy and Security
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Campaign Performance API
Test Type: API
Test Level: Integration
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Campaign-API-Service, Backend-API, MOD-API, P1-Critical, Phase-Regression, Type-API, Platform-Backend, Report-Engineering, Report-API-Test-Results, Report-Performance-Metrics, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Backend, API-Security, Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Backend-Integration
Compliance_Required: Yes
SLA_Related: Yes

Role-Based Context

User_Role: System Integration (API Consumer)
Permission_Level: API Access with Valid Authentication
Role_Restrictions: Requires valid JWT token, rate limiting applies
Multi_Role_Scenario: No (system-to-system integration)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 95%
Integration_Points: Campaign-Database, Analytics-Service, Authentication-Service
Code_Module_Mapped: CampaignAPI.Controller, PerformanceCalculator.Service
Requirement_Coverage: Complete
Cross_Platform_Support: Backend

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Engineering, API-Test-Results, Performance-Metrics
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-9 (Integration and automation), AC-1 (Real-time performance metrics), BR-13 (API response time requirements)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_019 (Hot leads API), CRM05P1US5_TC_001 (Dashboard metrics)

Test Environment

Environment: API Testing Environment
Browser/Version: N/A (Backend API)
Device/OS: API Testing Tools (Postman/Newman)
Screen_Resolution: N/A
Dependencies: Database, Analytics Service, Authentication Service, Campaign Data
Performance_Baseline: < 500ms response time, 99.9% availability
Data_Requirements: Q4 Product Launch campaign with complete performance data

Prerequisites

Setup_Requirements: Campaign ID: "CRM05P1US5_CAMP_001" with performance data
User_Roles_Permissions: Valid JWT token with campaign.performance.read scope
Test_Data:

• Campaign ID: "CRM05P1US5_CAMP_001"
• Expected Metrics: ROI: 285%, Open Rate: 70%, Click Rate: 14%, Contacts Sent: 2,250
• Authentication: Valid JWT with appropriate permissions
• API Endpoint: GET /api/v1/campaigns/{campaignId}/performance
  Prior_Test_Cases: Authentication service availability validation

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Send GET request to campaign performance endpoint with valid authentication	Returns 200 OK with complete campaign performance data in JSON format	URL: /api/v1/campaigns/CRM05P1US5_CAMP_001/performance<br>Header: Authorization: Bearer {valid_jwt_token}<br>Response: 200 OK status	Include valid authorization header
2	Verify response structure and required fields presence	JSON response contains all required performance fields with proper data types	Required Fields: roi, open_rate, click_rate, contacts_sent, conversions<br>Data Types: Numbers for percentages, integers for counts<br>Structure: Well-formed JSON object	Complete data structure validation
3	Verify ROI calculation accuracy in API response	ROI value matches expected calculation with proper precision	Expected ROI: 285%<br>API Response: "roi": 285<br>Calculation: (Revenue - Cost) / Cost * 100<br>Precision: Integer or decimal as appropriate	Mathematical accuracy critical
4	Verify open rate calculation precision	Open rate calculation matches expected percentage with correct base	Expected Open Rate: 70%<br>API Response: "open_rate": 70<br>Calculation: (Opens / Delivered) * 100<br>Base: Delivered emails, not sent emails	Percentage calculation validation
5	Verify click rate calculation accuracy	Click rate calculation correct based on delivered emails	Expected Click Rate: 14%<br>API Response: "click_rate": 14<br>Calculation: (Clicks / Delivered) * 100<br>Accuracy: Mathematical precision verified	Click rate calculation validation
6	Verify contacts sent count accuracy	Contacts sent value matches actual campaign reach data	Expected Contacts: 2,250<br>API Response: "contacts_sent": 2250<br>Source: Actual campaign send data<br>Accuracy: Exact match required	Contact count precision
7	Test API response time performance requirement	API responds within 500ms performance baseline requirement	Performance Requirement: < 500ms<br>Measurement: Response time measurement<br>Baseline: Consistent sub-500ms performance<br>SLA: Performance requirement compliance	Performance SLA validation
8	Test unauthorized access with invalid token	Returns 401 Unauthorized for missing or invalid authentication token	Invalid Token Test: Invalid/expired JWT<br>Expected Response: 401 Unauthorized<br>Error Message: Clear authentication failure message<br>Security: No data exposure	Security validation critical
9	Test invalid campaign ID handling	Returns 404 Not Found for non-existent campaign ID	Invalid ID: "INVALID_CAMPAIGN_123"<br>Expected Response: 404 Not Found<br>Error Message: Clear "Campaign not found" message<br>Handling: Graceful error response	Error handling validation
10	Test malformed request handling	Returns 400 Bad Request for malformed API requests	Malformed Request: Invalid URL structure<br>Expected Response: 400 Bad Request<br>Error Details: Clear error description<br>Validation: Proper request validation	Input validation testing
11	Test rate limiting enforcement	API enforces rate limits for authenticated requests	Rate Limit: Configured API rate limits<br>Enforcement: Rate limit headers present<br>Exceeded Limit: 429 Too Many Requests<br>Recovery: Rate limit reset timing	Rate limiting security
12	Verify API response consistency across multiple calls	Multiple API calls return consistent data within short time period	Consistency Test: 3 calls within 10 seconds<br>Data Stability: Identical responses<br>Reliability: Consistent performance data<br>Accuracy: No data drift between calls	Data consistency validation

Verification Points

Primary_Verification: API returns mathematically accurate performance calculations with proper HTTP status codes and sub-500ms response times
Secondary_Verifications: Authentication and authorization work correctly, error handling graceful, rate limiting enforced
Negative_Verification: Unauthorized requests blocked, invalid inputs handled properly, no data exposure in error responses

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record API responses, calculations, performance times, and security behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for API or calculation issues]
Screenshots_Logs: [API response logs and performance measurements]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes (Fully Automated)

Test Relationships

Blocking_Tests: Authentication service, Campaign data setup
Blocked_Tests: Frontend performance display, Third-party integrations
Parallel_Tests: Other API endpoint tests
Sequential_Tests: Can run independently after authentication

Additional Information

Notes: Critical API endpoint supporting all frontend performance displays and third-party integrations
Edge_Cases: Campaigns with zero performance data, very large numbers, calculation edge cases
Risk_Areas: Calculation accuracy, response time consistency, security enforcement
Security_Considerations: Authentication validation, data access controls, rate limiting, error message safety

Missing Scenarios Identified

Scenario_1: API behavior when underlying analytics service is temporarily unavailable
Type: Integration
Rationale: API depends on analytics service for performance calculations
Priority: P1-Critical

Scenario_2: API response accuracy when campaign data is updated during request processing
Type: Concurrency
Rationale: Data updates during API calls may affect response consistency
Priority: P2-High

---

Test Case 19 - API Hot Leads Retrieval Endpoint

Test Case Metadata

Test Case ID: CRM05P1US5_TC_019
Title: Verify API Hot Leads Retrieval Endpoint with Score Threshold Validation ≥90 and Real-time Updates
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Hot Leads API
Test Type: API
Test Level: Integration
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Lead-Scoring-API-Service, Backend-API, MOD-API, P1-Critical, Phase-Smoke, Type-API, Platform-Backend, Report-Engineering, Report-API-Test-Results, Report-Performance-Metrics, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Backend, Lead-API, Happy-Path

Business Context

Customer_Segment: Enterprise
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Backend-Integration
Compliance_Required: Yes
SLA_Related: Yes

Role-Based Context

User_Role: System Integration (API Consumer)
Permission_Level: API Access with Valid Authentication
Role_Restrictions: Requires valid JWT token with lead access scope
Multi_Role_Scenario: No (system-to-system integration)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 95%
Integration_Points: Lead-Scoring-Engine, Contact-Database, Authentication-Service, Real-time-Event-System
Code_Module_Mapped: HotLeadsAPI.Controller, LeadScoring.Service
Requirement_Coverage: Complete
Cross_Platform_Support: Backend

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Engineering, API-Test-Results, Performance-Metrics
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-4 (Hot leads identification), AC-13 (Real-time lead scoring), BR-5 (Score threshold ≥90)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_003 (Hot leads popup), CRM05P1US5_TC_018 (API performance)

Test Environment

Environment: API Testing Environment
Browser/Version: N/A (Backend API)
Device/OS: API Testing Tools (Postman/Newman)
Screen_Resolution: N/A
Dependencies: Lead Scoring Engine, Contact Database, Authentication Service, Real-time Analytics
Performance_Baseline: < 300ms response time, 99.9% availability, accurate score threshold
Data_Requirements: Campaign with leads having scores both above and below ≥90 threshold

Prerequisites

Setup_Requirements: Campaign ID: "CRM05P1US5_CAMP_001" with hot leads data
User_Roles_Permissions: Valid JWT token with lead.read scope
Test_Data:

• Campaign ID: "CRM05P1US5_CAMP_001"
• Hot Leads: Sarah Johnson (Score: 95), Michael Chen (Score: 92)
• Non-Hot Leads: Alice Brown (Score: 85), David Wilson (Score: 78)
• API Endpoint: GET /api/v1/campaigns/{campaignId}/hot-leads
• Authentication: Valid JWT with lead.read permissions
  Prior_Test_Cases: Lead scoring system validation

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Send GET request to hot leads endpoint with valid authentication	Returns 200 OK with leads having scores ≥90 only	URL: /api/v1/campaigns/CRM05P1US5_CAMP_001/hot-leads<br>Header: Authorization: Bearer {valid_jwt_token}<br>Response: 200 OK status<br>Content-Type: application/json	Include valid authorization header with lead.read scope
2	Verify response structure contains all required lead fields	JSON response contains complete lead information with proper data types	Required Fields: id, name, email, phone, company, position, score, engagement_level, source, last_activity<br>Data Types: Strings for text, integers for scores, timestamps for dates<br>Structure: Well-formed JSON array of lead objects	Complete lead profile data structure validation
3	Verify score threshold enforcement ≥90	Only leads with scores ≥90 returned in response	Expected Leads: Sarah Johnson (95), Michael Chen (92)<br>Excluded Leads: Alice Brown (85), David Wilson (78)<br>Threshold: Strict ≥90 enforcement<br>Count: 2 leads returned only	Score threshold is critical business rule
4	Verify Sarah Johnson lead data accuracy and completeness	Sarah Johnson's complete profile returned with accurate information	Lead Data:<br>- Name: "Sarah Johnson"<br>- Email: "sarah.johnson@techcorp.com"<br>- Phone: "+1 (555) 123-4567"<br>- Company: "TechCorp Solutions"<br>- Position: "VP of Sales"<br>- Score: 95<br>- Engagement: "Very High Engagement"	Complete lead information enables sales action
5	Verify Michael Chen lead data accuracy	Michael Chen's profile shows complete information with proper formatting	Lead Data:<br>- Name: "Michael Chen"<br>- Email: "m.chen@innovatetech.io"<br>- Phone: "+1 (555) 987-6543"<br>- Company: "InnovateTech"<br>- Position: "CTO"<br>- Score: 92<br>- Engagement: "Very High Engagement"	Second lead validation for consistency
6	Verify engagement level calculation accuracy	Engagement levels correctly calculated based on score thresholds	Score 95: "Very High Engagement"<br>Score 92: "Very High Engagement"<br>Rule: Score ≥90 = "Very High Engagement"<br>Consistency: Both leads show same engagement level	Engagement level mapping validation
7	Test API response time performance requirement	API responds within 300ms performance baseline	Performance Requirement: < 300ms response time<br>Measurement: Actual response time tracking<br>Baseline: Consistently under 300ms<br>SLA: Performance requirement compliance	Faster response than general API requirement
8	Test real-time score updates reflection	API returns current lead scores including recent updates	Real-time Test: Lead score updated in last 15 minutes<br>API Response: Shows updated score immediately<br>Data Freshness: No stale score data<br>Accuracy: Reflects latest engagement scoring	Real-time scoring critical for sales effectiveness
9	Test unauthorized access with invalid token	Returns 401 Unauthorized for invalid or missing authentication	Invalid Token: Expired or malformed JWT<br>Expected Response: 401 Unauthorized<br>Error Message: Clear authentication failure<br>Security: No lead data exposure	Security validation prevents unauthorized access
10	Test invalid campaign ID error handling	Returns 404 Not Found for non-existent campaign with proper error message	Invalid Campaign ID: "INVALID_CAMPAIGN_999"<br>Expected Response: 404 Not Found<br>Error Message: "Campaign not found"<br>Data Protection: No system information leaked	Proper error handling for invalid requests
11	Test API response with campaign having zero hot leads	Returns 200 OK with empty array when no leads meet ≥90 threshold	Zero Hot Leads: All campaign leads have scores <90<br>Expected Response: 200 OK<br>Response Body: Empty JSON array []<br>Message: No error, just empty result set	Empty results handled gracefully
12	Test API rate limiting and concurrent request handling	API enforces rate limits and handles multiple simultaneous requests	Rate Limiting: Configured request limits per minute<br>Concurrent Requests: 5 simultaneous API calls<br>Performance: Consistent response times<br>Reliability: No dropped requests under normal load	API reliability under concurrent usage

Verification Points

Primary_Verification: API returns only leads with scores ≥90 with complete lead information and sub-300ms response times
Secondary_Verifications: Real-time score updates reflected, authentication security enforced, error handling graceful
Negative_Verification: No leads with scores <90 returned, no unauthorized access, no performance degradation

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record API responses, lead data accuracy, performance times, and threshold enforcement]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for API or scoring issues]
Screenshots_Logs: [API response logs and performance measurements]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes (Fully Automated)

Test Relationships

Blocking_Tests: Authentication service, Lead scoring system setup
Blocked_Tests: Third-party CRM integrations, Sales automation workflows
Parallel_Tests: Other API endpoint tests
Sequential_Tests: Can run independently after lead scoring validation

Additional Information

Notes: Critical API endpoint supporting sales team productivity and third-party integrations for hot lead management
Edge_Cases: Leads with exactly score 90, rapid score fluctuations, very large result sets
Risk_Areas: Score threshold accuracy, real-time data consistency, API performance under load
Security_Considerations: Lead data protection, authentication validation, rate limiting enforcement

Missing Scenarios Identified

Scenario_1: API behavior when lead scoring service experiences temporary delays or failures
Type: Integration Resilience
Rationale: API depends on lead scoring engine for accurate threshold enforcement
Priority: P1-Critical

Scenario_2: Hot leads API performance with very large campaigns containing thousands of leads
Type: Scalability
Rationale: Large enterprise campaigns may have extensive lead datasets affecting API performance
Priority: P2-High

---

Test Case 20 - Cross-Browser Campaign Dashboard Compatibility

Test Case Metadata

Test Case ID: CRM05P1US5_TC_020
Title: Verify Cross-Browser Campaign Dashboard Compatibility Across All Supported Browsers
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Cross-Browser Compatibility
Test Type: Compatibility
Test Level: System
Priority: P2-High
Execution Phase: Full
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Browser-Compatibility-Service, UI-Cross-Platform, MOD-Compatibility, P2-High, Phase-Full, Type-Compatibility, Platform-Web, Report-QA, Report-Cross-Browser-Results, Report-Quality-Dashboard, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Low, Integration-Browser-Testing, Cross-Platform, 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: Marketing Manager (Primary test role)
Permission_Level: Full Dashboard Access
Role_Restrictions: None for compatibility testing
Multi_Role_Scenario: No (compatibility testing focuses on browser behavior)

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: 85%
Integration_Points: Browser-Rendering-Engines, CSS-Compatibility, JavaScript-Execution
Code_Module_Mapped: Frontend.Compatibility, BrowserSupport.Handler
Requirement_Coverage: Complete
Cross_Platform_Support: Web (All Browsers)

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: QA, Cross-Browser-Results, Quality-Dashboard
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-17 (Cross-platform compatibility), AC-19 (Mobile-responsive design), BR-14 (Browser support matrix)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_001 (Dashboard metrics), CRM05P1US5_TC_025 (Mobile responsiveness)

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, Laptop-1366x768
Dependencies: Campaign Service, Analytics API, Chart Rendering Libraries
Performance_Baseline: Consistent performance across all browsers ±10%
Data_Requirements: Q4 Product Launch campaign with complete performance data

Prerequisites

Setup_Requirements: Campaign dashboard accessible across all target browsers
User_Roles_Permissions: Marketing Manager account accessible in all browser environments
Test_Data:

• Campaign: "Q4 Product Launch" with complete metrics
• User: sarah.johnson@techcorp.com (Marketing Manager)
• Test Browsers: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
• Resolutions: 1920x1080 (primary), 1366x768 (secondary)
  Prior_Test_Cases: CRM05P1US5_TC_001 (Dashboard functionality baseline)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Load campaign dashboard in Chrome 115+ baseline	Dashboard loads completely with all UI elements rendered correctly	Browser: Chrome 115+<br>URL: /campaigns<br>Resolution: 1920x1080<br>Load Time: < 3 seconds	Establish Chrome as baseline reference
2	Verify Chrome dashboard layout and styling	All summary cards, charts, and interactive elements display with proper styling	Elements: 4 summary cards, campaign list, hot leads badges<br>Styling: Consistent colors, fonts, spacing<br>Layout: Proper alignment and proportions	Chrome serves as design reference
3	Load identical dashboard in Firefox 110+	Dashboard renders identically to Chrome with same layout and functionality	Browser: Firefox 110+<br>Same URL and data<br>Comparison: Visual parity with Chrome<br>Load Time: Similar performance	Firefox Mozilla engine validation
4	Compare Firefox layout with Chrome baseline	All UI elements match Chrome positioning, styling, and interactive behavior	Layout Match: Identical positioning<br>Styling Match: Same colors, fonts, sizing<br>Interactive: All buttons, links, hovers work identically	Visual and functional parity required
5	Load dashboard in Safari 16+ (macOS)	Dashboard functions correctly in WebKit engine with proper rendering	Browser: Safari 16+ on macOS<br>Engine: WebKit compatibility<br>Rendering: Clean, professional appearance<br>Performance: Comparable load times	WebKit engine compatibility validation
6	Verify Safari chart and interactive elements	All charts render correctly and interactive elements respond properly	Charts: Performance charts, device charts, funnel visualization<br>Interactions: Hover effects, click actions<br>Animations: Smooth transitions and effects	Safari-specific rendering validation
7	Load dashboard in Microsoft Edge Latest	Dashboard performs identically in Chromium-based Edge browser	Browser: Microsoft Edge (Chromium-based)<br>Performance: Same as Chrome baseline<br>Compatibility: Full feature support<br>Rendering: Identical appearance	Edge Chromium compatibility
8	Test responsive behavior at 1366x768 resolution	Dashboard adapts properly to smaller screen size across all browsers	Resolution: 1366x768<br>Adaptation: Cards stack/resize appropriately<br>Readability: Text remains legible<br>Functionality: All features accessible	Responsive design validation
9	Verify interactive elements consistency across browsers	Buttons, modals, charts, and hover effects work identically in all browsers	Interactive Elements: Hot leads popup, edit modals, chart interactions<br>Consistency: Identical behavior across browsers<br>Performance: Similar response times	Cross-browser interaction parity
10	Test campaign navigation and state management	Navigation between campaigns and tab switching works consistently	Navigation: Campaign detail access, tab switching<br>State: Data persistence across navigation<br>Performance: Consistent navigation speed<br>Reliability: No browser-specific failures	Navigation consistency validation
11	Validate JavaScript functionality across browsers	All JavaScript features execute properly without browser-specific errors	JavaScript: Real-time updates, calculations, dynamic content<br>Error Console: No browser-specific errors<br>Functionality: Feature parity maintained<br>Performance: Consistent execution	JavaScript compatibility assurance
12	Perform final cross-browser functionality comparison	All browsers provide identical user experience and feature availability	Final Comparison: Complete feature matrix<br>User Experience: Identical across browsers<br>Performance: Within acceptable variance<br>Quality: Professional appearance maintained	Comprehensive compatibility validation

Verification Points

Primary_Verification: Dashboard functions identically across Chrome, Firefox, Safari, and Edge with consistent layout and performance
Secondary_Verifications: Interactive elements work uniformly, responsive design functions, JavaScript executes properly
Negative_Verification: No browser-specific errors, no layout discrepancies, no missing functionality

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record browser-specific behavior, layout differences, and compatibility issues]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for browser compatibility issues]
Screenshots_Logs: [Evidence of cross-browser behavior comparison]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Partial (Visual comparison difficult to automate)

Test Relationships

Blocking_Tests: CRM05P1US5_TC_001 (Dashboard baseline functionality)
Blocked_Tests: Browser-specific optimization tests
Parallel_Tests: Other compatibility validation tests
Sequential_Tests: Should run after baseline dashboard validation

Additional Information

Notes: Cross-browser compatibility ensures consistent user experience across diverse user environments
Edge_Cases: Older browser versions, browsers with disabled JavaScript, high contrast mode
Risk_Areas: Chart rendering differences, CSS interpretation variations, JavaScript engine differences
Security_Considerations: Browser security model compliance, cookie handling consistency

Missing Scenarios Identified

Scenario_1: Dashboard behavior in browsers with strict security settings or ad blockers
Type: Edge Case
Rationale: Some users may have enhanced security configurations
Priority: P3-Medium

Scenario_2: Performance comparison under slow network conditions across browsers
Type: Performance
Rationale: Different browsers may handle slow connections differently
Priority: P2-High

---

Test Case 21 - Campaign Dashboard Performance Testing

Test Case Metadata

Test Case ID: CRM05P1US5_TC_021
Title: Verify Campaign Dashboard Load Performance Under Concurrent User Load
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Performance-Testing-Service, Load-Testing, MOD-Performance, P1-Critical, Phase-Performance, Type-Performance, Platform-Web, Report-Engineering, Report-Performance-Metrics, Report-Quality-Dashboard, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Integration-Load-Testing, Concurrent-Users, Happy-Path

Business Context

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

Role-Based Context

User_Role: Multiple Concurrent Users (Marketing Managers, Campaign Specialists)
Permission_Level: Standard Dashboard Access
Role_Restrictions: None for performance testing
Multi_Role_Scenario: Yes (simulating realistic concurrent usage)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 90%
Integration_Points: Load-Balancer, Database-Pool, API-Gateway, Cache-Layer
Code_Module_Mapped: PerformanceOptimization.Controller, ConcurrencyHandler.Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: AC-20 (Mobile-responsive design), BR-15 (Performance requirements), SLA-1 (Response time commitments)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_001 (Dashboard baseline), CRM05P1US5_TC_018 (API performance)

Test Environment

Environment: Performance Testing Environment
Browser/Version: Chrome 115+ (Load testing tool)
Device/OS: Load Testing Infrastructure
Screen_Resolution: N/A (Performance focused)
Dependencies: Load Testing Tool (JMeter/k6), Performance Monitoring, Database Cluster
Performance_Baseline: Page load < 3 seconds, API response < 500ms, concurrent user support
Data_Requirements: Campaign data scaled for performance testing

Prerequisites

Setup_Requirements: Performance testing environment with monitoring tools and scaled infrastructure
User_Roles_Permissions: Multiple test user accounts for concurrent testing
Test_Data:

• Load Scenarios: 1, 10, 25, 50 concurrent users
• Campaign Data: Multiple campaigns for realistic load
• User Accounts: Sufficient test accounts for concurrency simulation
• Monitoring: Response time tracking, resource utilization monitoring
  Prior_Test_Cases: Infrastructure validation, baseline performance establishment

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Establish baseline performance with single user	Dashboard loads within 3 seconds with all components functional	Users: 1 user<br>Response Time: < 3 seconds<br>Page Load: Complete dashboard<br>Functionality: All features operational	Baseline establishes performance reference
2	Execute 10 concurrent users load test	All users experience dashboard load within 3-4 seconds	Users: 10 concurrent<br>Response Time: < 4 seconds per user<br>Success Rate: 100% successful loads<br>Resource Usage: Monitor CPU, memory	Moderate load validation
3	Monitor API response times under 10 user load	All API calls complete within 500ms during concurrent access	API Calls: Performance metrics, lead data, segments<br>Response Time: < 500ms per API call<br>Error Rate: 0% API errors<br>Throughput: Maintain API performance	API performance under load
4	Execute 25 concurrent users stress test	System maintains functionality with acceptable performance degradation	Users: 25 concurrent<br>Response Time: < 5 seconds (acceptable degradation)<br>Success Rate: > 95% successful loads<br>Stability: No system crashes	Higher load stress testing
5	Verify chart rendering performance under load	Charts render within 1 second even under 25 user load	Chart Types: Performance charts, device analytics, funnel<br>Render Time: < 1 second per chart<br>Quality: No visual corruption<br>Interactivity: Maintained responsiveness	Chart performance validation
6	Execute maximum load test with 50 concurrent users	System handles maximum expected load while remaining functional	Users: 50 concurrent (maximum expected)<br>Response Time: < 6 seconds (degraded but acceptable)<br>Success Rate: > 90% successful loads<br>System: Remains stable and responsive	Maximum load capacity testing
7	Monitor system resources during peak load	Server resources remain within acceptable operational limits	CPU Usage: < 80% peak utilization<br>Memory Usage: < 85% available memory<br>Database: Response times maintained<br>Network: No bandwidth saturation	Resource utilization monitoring
8	Test auto-scaling and load balancing behavior	System scales appropriately to handle increased concurrent load	Auto-scaling: Additional instances launched if configured<br>Load Balancing: Even distribution across servers<br>Performance: Maintained response times<br>Recovery: Graceful scaling behavior	Infrastructure scaling validation
9	Verify session management under concurrent load	User sessions maintained properly during high concurrent usage	Session Management: No session conflicts<br>User Isolation: Data isolation maintained<br>Authentication: Session security preserved<br>Persistence: Session state consistency	Concurrent session handling
10	Test memory leak prevention during sustained load	Memory usage remains stable during extended concurrent access	Memory Monitoring: No progressive memory increase<br>Garbage Collection: Effective cleanup<br>Resource Cleanup: Proper resource disposal<br>Stability: No memory-related crashes	Memory management validation
11	Execute load test recovery scenario	System recovers properly after peak load returns to normal	Recovery Test: Return to 1 user from 50 users<br>Performance Recovery: Response times return to baseline<br>Resource Recovery: CPU and memory normalize<br>Stability: No residual performance impact	Load recovery testing
12	Generate comprehensive performance report	Performance metrics documented across all load scenarios	Performance Report: Response times across load levels<br>Resource Utilization: Peak usage statistics<br>Error Analysis: Any failures or degradation<br>Recommendations: Performance optimization opportunities	Performance analysis documentation

Verification Points

Primary_Verification: Dashboard maintains acceptable performance (< 6 seconds) under maximum expected load (50 concurrent users)
Secondary_Verifications: API response times stay under 500ms, charts render properly, no memory leaks
Negative_Verification: No system crashes, no data corruption, no authentication failures under load

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record response times, resource usage, and performance metrics across load scenarios]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for performance issues or bottlenecks]
Screenshots_Logs: [Performance monitoring graphs and load test results]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: High
Automation_Candidate: Yes (Fully Automated)

Test Relationships

Blocking_Tests: Infrastructure setup, baseline performance validation
Blocked_Tests: Production deployment, capacity planning decisions
Parallel_Tests: Other performance validation scenarios
Sequential_Tests: Should run after functional validation completion

Additional Information

Notes: Performance testing critical for ensuring system scalability and user experience under realistic load conditions
Edge_Cases: Traffic spikes beyond 50 users, prolonged sustained load, network latency variations
Risk_Areas: Database connection pooling, API rate limiting, frontend resource optimization
Security_Considerations: Performance testing should not compromise system security or data integrity

Missing Scenarios Identified

Scenario_1: Performance impact when external services (CRM, email) experience latency
Type: Integration Performance
Rationale: External service delays can significantly impact overall system performance
Priority: P1-Critical

Scenario_2: Dashboard performance during data-heavy operations (large exports, bulk updates)
Type: Resource Intensive Operations
Rationale: Data-intensive operations may impact concurrent user experience
Priority: P2-High

---

Test Case 22 - Authentication and Authorization Security Validation

Test Case Metadata

Test Case ID: CRM05P1US5_TC_022
Title: Verify Authentication and Authorization Security Controls with Role-Based Access Validation
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Authentication and Authorization Security
Test Type: Security
Test Level: System
Priority: P1-Critical
Execution Phase: Security
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Security-Validation-Service, Authentication-System, MOD-Security, P1-Critical, Phase-Security, Type-Security, Platform-Web, Report-Engineering, Report-Security-Validation, Report-Quality-Dashboard, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Security, Access-Control, Happy-Path

Business Context

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

Role-Based Context

User_Role: Multiple Roles (Marketing Manager, Campaign Specialist, Sales Manager, Unauthorized User)
Permission_Level: Various permission levels for testing
Role_Restrictions: Comprehensive access control validation
Multi_Role_Scenario: Yes (complete role-based access matrix testing)

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 10 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 95%
Integration_Points: Authentication-Service, Authorization-Engine, Session-Manager, Input-Validator
Code_Module_Mapped: Security.Authentication, Authorization.Controller
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Engineering, Security-Validation, Quality-Dashboard
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: Critical

Requirements Traceability

Related_Requirements: AC-18 (Audit trail maintenance), BR-9 (Role-based access), SEC-1 (Authentication requirements)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_028 (Role-based access), CRM05P1US5_TC_018 (API security)

Test Environment

Environment: Security Testing Environment
Browser/Version: Chrome 115+, Firefox 110+
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Authentication Service, Authorization Engine, Session Management, Security Scanner
Performance_Baseline: Authentication < 2 seconds, authorization checks < 100ms
Data_Requirements: Multiple user accounts with different role assignments

Prerequisites

Setup_Requirements: Security testing environment with multiple user roles configured
User_Roles_Permissions: Test accounts for Marketing Manager, Campaign Specialist, Sales Manager, Invalid User
Test_Data:

• Valid Users: sarah.johnson@techcorp.com (Marketing Manager), john.smith@techcorp.com (Sales Manager)
• Invalid Credentials: test@invalid.com, expired tokens, malicious inputs
• Security Test Data: SQL injection strings, XSS payloads, CSRF attack vectors
  Prior_Test_Cases: User account setup and role configuration validation

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Attempt to access dashboard without authentication	Redirected to login page with no unauthorized access to campaign data	Access URL: /campaigns directly<br>Expected: Redirect to /login<br>No Data Exposure: Campaign information not visible<br>Security: Proper access control enforcement	Unauthenticated access must be blocked
2	Test login with invalid credentials	Access denied with appropriate error message and no sensitive information exposure	Invalid Login: test@invalid.com / wrongpassword<br>Response: "Invalid credentials" error<br>No Information Leakage: No hints about valid usernames<br>Security: Proper error handling	Invalid credentials should be handled securely
3	Test login with valid Marketing Manager credentials	Successful authentication with appropriate dashboard access and role-specific features	Valid Login: sarah.johnson@techcorp.com<br>Authentication: Successful login<br>Dashboard Access: Full dashboard functionality<br>Role Features: Marketing Manager specific options	Valid authentication should grant appropriate access
4	Verify session timeout functionality	Session expires after configured inactivity period with secure logout	Inactivity Period: 30 minutes (or configured timeout)<br>Auto Logout: Session terminated automatically<br>Re-authentication: Login required to continue<br>Security: No residual access after timeout	Session management prevents unauthorized access
5	Test role-based access control for Marketing Manager	Marketing Manager sees appropriate campaigns and features with proper restrictions	Role: Marketing Manager<br>Visible Campaigns: Assigned campaigns only<br>Features: Create campaign, view analytics<br>Restrictions: Cannot delete active campaigns	Role permissions properly enforced
6	Test Sales Manager role access restrictions	Sales Manager has appropriate lead access but limited campaign modification rights	Role: Sales Manager<br>Lead Access: Can view and manage leads<br>Campaign Access: Limited to assigned campaigns<br>Restrictions: Cannot create new campaigns	Sales-specific permissions enforced
7	Test SQL injection prevention in search fields	Malicious SQL input sanitized and blocked without database compromise	SQL Injection: ' OR '1'='1' -- in campaign search<br>Prevention: Input sanitized<br>Database Protection: No unauthorized data access<br>Error Handling: Safe error messages	SQL injection attacks must be prevented
8	Test XSS attack prevention in form inputs	Cross-site scripting attempts blocked and input properly sanitized	XSS Payload: <script>alert('XSS')</script><br>Prevention: Script tags sanitized<br>Output Encoding: Safe data display<br>Browser Protection: No script execution	XSS attacks must be prevented
9	Test CSRF protection on state-changing operations	Cross-site request forgery attempts blocked with proper token validation	CSRF Test: Unauthorized state change attempt<br>Token Validation: CSRF tokens required<br>Protection: Unauthorized changes blocked<br>Security: Proper request validation	CSRF protection must be effective
10	Verify password policy enforcement	Strong password requirements enforced during password changes	Password Policy: Minimum 8 chars, special chars, numbers<br>Enforcement: Weak passwords rejected<br>Validation: Real-time password strength feedback<br>Security: Policy compliance mandatory	Password policies must be enforced
11	Test concurrent session management	Multiple sessions handled properly with security controls	Concurrent Access: Same user, multiple browsers<br>Session Isolation: Independent session states<br>Security: No session hijacking<br>Management: Proper session tracking	Concurrent sessions should be secure
12	Verify audit logging for security events	All authentication and authorization events properly logged	Audit Events: Login attempts, role changes, access violations<br>Logging: Complete event capture<br>Details: User, timestamp, action, result<br>Compliance: Audit trail completeness	Security events must be audited

Verification Points

Primary_Verification: All security controls prevent unauthorized access with proper authentication and role-based authorization
Secondary_Verifications: Input sanitization works, session management secure, audit logging complete
Negative_Verification: No unauthorized data access, no script injection, no authentication bypass

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record security test results, access control behavior, and vulnerability assessment]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for security vulnerabilities or access control issues]
Screenshots_Logs: [Evidence of security controls and audit logs]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: High
Automation_Candidate: Partial (Some security tests can be automated)

Test Relationships

Blocking_Tests: User account setup, authentication service availability
Blocked_Tests: Production deployment, compliance certification
Parallel_Tests: Other security validation scenarios
Sequential_Tests: Should run before production release

Additional Information

Notes: Security testing critical for protecting sensitive campaign data and ensuring compliance with security standards
Edge_Cases: Brute force attacks, token replay attacks, privilege escalation attempts
Risk_Areas: Authentication bypass, authorization flaws, input validation failures
Security_Considerations: Regular security updates, penetration testing, vulnerability scanning

Missing Scenarios Identified

Scenario_1: Multi-factor authentication implementation and bypass testing
Type: Enhanced Security
Rationale: MFA provides additional security layer for sensitive campaign data
Priority: P1-Critical

Scenario_2: API authentication and authorization security validation
Type: API Security
Rationale: API endpoints require comprehensive security testing
Priority: P1-Critical

---

Test Case 23 - Boundary Conditions and Data Limits Validation

Test Case Metadata

Test Case ID: CRM05P1US5_TC_023
Title: Verify System Boundary Conditions and Data Limit Handling with Graceful Error Management
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Boundary Conditions Testing
Test Type: Functional
Test Level: System
Priority: P3-Medium
Execution Phase: Full
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Boundary-Testing-Service, Edge-Cases, MOD-EdgeCases, P3-Medium, Phase-Full, Type-Functional, Platform-Web, Report-QA, Report-Module-Coverage, Report-Quality-Dashboard, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-Validation, Data-Limits, Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Low
Business_Priority: Could-Have
Customer_Journey: Edge-Usage-Scenarios
Compliance_Required: No
SLA_Related: No

Role-Based Context

User_Role: Marketing Manager (Primary test role)
Permission_Level: Full Campaign Management Access
Role_Restrictions: Standard business rule limitations
Multi_Role_Scenario: No (boundary testing focuses on system limits)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 70%
Integration_Points: Input-Validation-Service, Database-Constraints, Business-Rule-Engine
Code_Module_Mapped: Validation.Controller, BoundaryCheck.Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: QA, Module-Coverage, Quality-Dashboard
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability

Related_Requirements: BR-16 (Data validation rules), BR-17 (Input limits), AC-23 (Error handling)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_002 (Search functionality), CRM05P1US5_TC_024 (System recovery)

Test Environment

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Campaign Database, Input Validation Service, Business Rule Engine
Performance_Baseline: Validation response < 1 second, error messages clear
Data_Requirements: Test data for boundary scenarios (minimum/maximum values)

Prerequisites

Setup_Requirements: Campaign management system with configurable validation rules
User_Roles_Permissions: Marketing Manager with campaign creation and management permissions
Test_Data:

• Boundary Values: 1 contact (minimum), 100,000 contacts (maximum)
• Budget Limits: $1.00 (minimum), $1,000,000 (maximum)
• Text Limits: 255 characters (search), 1000 characters (descriptions)
• Date Ranges: Valid date boundaries, invalid future dates
  Prior_Test_Cases: Basic campaign creation functionality validation

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Create campaign with minimum contact count (boundary test)	System accepts campaign with 1 contact and processes correctly	Contact Count: 1 (minimum boundary)<br>Validation: Accepts minimum viable value<br>Processing: Campaign creation succeeds<br>Functionality: All features work with 1 contact	Minimum boundary must be functional
2	Attempt to create campaign with zero contacts	System rejects campaign with appropriate validation error message	Contact Count: 0 (below minimum)<br>Validation Error: "Minimum 1 contact required"<br>User Guidance: Clear error explanation<br>Prevention: Campaign creation blocked	Below minimum boundary should be rejected
3	Create campaign with maximum contact count	System handles large contact list properly without performance degradation	Contact Count: 100,000 (maximum boundary)<br>Performance: Acceptable processing time<br>Memory Usage: Within system limits<br>Functionality: All features remain responsive	Maximum boundary handling validation
4	Set campaign budget to minimum allowable value	System accepts minimum budget and calculates metrics properly	Budget: $1.00 (minimum boundary)<br>Acceptance: System processes minimum budget<br>Calculations: ROI and metrics computed correctly<br>Display: Proper currency formatting	Minimum budget boundary testing
5	Set campaign budget to maximum allowable value	System handles large budget amounts without calculation errors	Budget: $1,000,000.00 (maximum boundary)<br>Processing: Large amounts handled correctly<br>Display: Proper formatting with commas<br>Calculations: No overflow or precision errors	Maximum budget boundary validation
6	Test search field with maximum character input	System handles long search queries gracefully without errors	Search Input: 255 characters (maximum length)<br>Processing: Search executes properly<br>Performance: Response within acceptable time<br>Results: Appropriate search results returned	Maximum search input testing
7	Test search field with empty input	System provides appropriate messaging for empty search	Search Input: "" (empty string)<br>Behavior: No search executed or shows all results<br>Message: Clear indication of empty search<br>Performance: No unnecessary processing	Empty input handling
8	Test campaign description with maximum character limit	System accepts maximum description length with proper validation	Description: 1000 characters (maximum)<br>Validation: Accepts full character limit<br>Display: Complete description shown<br>Storage: Data stored correctly	Maximum text input validation
9	Test date range boundaries for campaign scheduling	System validates logical date ranges and prevents invalid dates	Start Date: Today<br>End Date: 1 year from today (maximum)<br>Validation: Logical date sequence enforced<br>Prevention: End date before start date blocked	Date boundary validation
10	Test invalid future date scenarios	System prevents scheduling campaigns beyond reasonable timeframes	Invalid Date: 10 years in future<br>Validation Error: "Date too far in future"<br>Reasonable Limit: Maximum 2 years ahead<br>User Guidance: Clear date limit explanation	Future date boundary testing
11	Test numeric field boundaries for performance metrics	System handles edge cases in percentage and count calculations	Percentage Values: 0%, 100%, edge calculations<br>Count Values: 0, maximum integers<br>Calculations: No division by zero errors<br>Display: Appropriate formatting for edge values	Numeric boundary validation
12	Verify system behavior with boundary combinations	Multiple boundary conditions tested together for system stability	Combined Test: Maximum contacts + maximum budget + maximum description<br>System Stability: No crashes or errors<br>Performance: Acceptable response times<br>Data Integrity: All boundary values preserved	Combined boundary stress testing

Verification Points

Primary_Verification: System handles all boundary conditions gracefully with appropriate validation messages and no system errors
Secondary_Verifications: Performance remains acceptable at boundaries, user feedback clear, data integrity maintained
Negative_Verification: No system crashes, no data corruption, no inappropriate error messages

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record boundary handling behavior, validation messages, and system stability]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for boundary handling issues]
Screenshots_Logs: [Evidence of boundary condition testing]

Execution Analytics

Execution_Frequency: Monthly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Basic campaign functionality validation
Blocked_Tests: Stress testing, Performance optimization
Parallel_Tests: Other validation and error handling tests
Sequential_Tests: Should run after core functionality validation

Additional Information

Notes: Boundary testing ensures system stability and graceful handling of edge cases in production environment
Edge_Cases: Negative numbers, special characters in text fields, leap year date calculations
Risk_Areas: Memory usage with large datasets, calculation precision with extreme values
Security_Considerations: Input validation prevents buffer overflow and injection attacks

Missing Scenarios Identified

Scenario_1: Boundary testing during high system load or concurrent user scenarios
Type: Performance Boundary
Rationale: Boundary conditions may behave differently under system stress
Priority: P2-High

Scenario_2: Unicode and internationalization boundary testing for text fields
Type: Internationalization
Rationale: Non-ASCII characters may affect text length calculations
Priority: P3-Medium

---

Test Case 24 - Network Failure and System Recovery Testing

Test Case Metadata

Test Case ID: CRM05P1US5_TC_024
Title: Verify Network Failure Handling and System Recovery Mechanisms with Graceful Degradation
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: System Reliability and Recovery
Test Type: Reliability
Test Level: System
Priority: P2-High
Execution Phase: Full
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, System-Recovery-Service, Network-Failure, MOD-Reliability, P2-High, Phase-Full, Type-Reliability, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Integration-Testing, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Resilience, Error-Recovery, Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Error-Recovery-Scenarios
Compliance_Required: No
SLA_Related: Yes

Role-Based Context

User_Role: Marketing Manager
Permission_Level: Standard Dashboard Access
Role_Restrictions: Normal operational permissions
Multi_Role_Scenario: No (focus on system recovery behavior)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 80%
Integration_Points: Network-Layer, API-Gateway, Database-Connection, External-Services
Code_Module_Mapped: ErrorRecovery.Controller, NetworkResilience.Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: AC-9 (Integration and automation), BR-18 (Error recovery), SLA-2 (System availability)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_030 (External integration failures), CRM05P1US5_TC_021 (Performance testing)

Test Environment

Environment: Staging with Network Simulation Tools
Browser/Version: Chrome 115+, Firefox 110+
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Network Simulation Tools, Service Monitoring, Error Recovery Systems
Performance_Baseline: Recovery time < 30 seconds, graceful error handling
Data_Requirements: Campaign data for recovery testing scenarios

Prerequisites

Setup_Requirements: Network simulation tools configured for failure testing
User_Roles_Permissions: Marketing Manager with standard dashboard access
Test_Data:

• Campaign: "Q4 Product Launch" for recovery testing
• User: sarah.johnson@techcorp.com
• Network Conditions: Simulated timeouts, service unavailability, partial failures
• Recovery Scenarios: Various failure and recovery patterns
  Prior_Test_Cases: Normal system functionality validation

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Simulate network timeout during dashboard load	System shows appropriate timeout message with retry option	Timeout Simulation: 30 second network delay<br>Error Message: "Connection timeout - please retry"<br>Retry Option: Manual retry button available<br>User Experience: Clear guidance provided	Timeout handling should be user-friendly
2	Test automatic retry functionality after network timeout	System automatically retries failed requests with exponential backoff	Auto-retry: 3 attempts with 2, 4, 8 second intervals<br>User Feedback: "Retrying..." indicator shown<br>Success Recovery: Eventually loads when network restored<br>Failure Handling: Final error if all retries fail	Automatic retry improves user experience
3	Simulate API service unavailability	System displays service unavailable message with estimated recovery time	Service Outage: Campaign API returns 503 errors<br>Error Message: "Service temporarily unavailable"<br>Recovery Estimate: "Please try again in 5 minutes"<br>Graceful Degradation: Basic functions still available	Service outage handling should be informative
4	Test partial data load failure scenario	System shows partial data with clear indicators of incomplete information	Partial Failure: 50% of API calls succeed<br>Partial Display: Available data shown<br>Error Indicators: Clear marking of missing sections<br>User Guidance: Explanation of partial load	Partial failures should be transparent
5	Simulate database connection failure	System handles database errors without exposing technical details to users	Database Error: Connection timeout or failure<br>User Message: "Data temporarily unavailable"<br>Technical Details: Hidden from user interface<br>System Stability: No application crashes	Database failures should not crash system
6	Test offline mode detection and user notification	System detects network unavailability and informs user appropriately	Network Detection: Browser offline detection<br>Offline Indicator: "You appear to be offline"<br>Functionality: Limited to cached data only<br>Reconnection: Automatic detection when back online	Offline awareness improves user understanding
7	Simulate intermittent connectivity issues	System handles unstable connections with adaptive retry strategies	Intermittent Issues: Random network drops<br>Adaptive Retry: Adjusts retry intervals based on success rate<br>User Experience: Minimal disruption<br>Data Consistency: No data corruption during recovery	Unstable networks require adaptive handling
8	Test service recovery detection and automatic resumption	System automatically resumes normal operation when services recover	Service Recovery: External services come back online<br>Auto-detection: System recognizes service availability<br>Resumption: Normal functionality restored automatically<br>User Notification: "Connection restored" message	Automatic recovery reduces user intervention
9	Verify data integrity during recovery scenarios	No data corruption or loss occurs during network failure and recovery	Data Integrity: Campaign data remains consistent<br>Transaction Safety: No partial updates saved<br>Cache Consistency: Cached data synchronized after recovery<br>Audit Trail: All recovery events logged	Data protection critical during failures
10	Test concurrent user recovery scenarios	Multiple users experiencing failures recover properly without conflicts	Multiple Users: Simulate concurrent recovery<br>Resource Conflicts: No user data cross-contamination<br>Session Management: Individual session recovery<br>Performance: Recovery doesn't impact other users	Concurrent recovery should be isolated
11	Simulate prolonged service outage	System maintains user engagement during extended outages with helpful messaging	Extended Outage: 2+ hour service unavailability<br>User Retention: Helpful status updates<br>Alternative Actions: Suggest alternative workflows<br>Recovery Readiness: Quick resumption when service restored	Long outages require different handling
12	Verify error logging and monitoring during failures	All failure and recovery events properly logged for analysis	Error Logging: Complete failure event capture<br>Recovery Tracking: Recovery time and success rates<br>User Impact: User experience during failures<br>System Metrics: Performance impact measurements	Comprehensive logging enables improvement

Verification Points

Primary_Verification: System recovers gracefully from various network failure scenarios with clear user communication
Secondary_Verifications: Data integrity maintained, automatic recovery works, error logging complete
Negative_Verification: No system crashes, no data corruption, no confusing error messages

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record recovery behavior, error handling, and system resilience]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for recovery or error handling issues]
Screenshots_Logs: [Evidence of error handling and recovery processes]

Execution Analytics

Execution_Frequency: Monthly
Maintenance_Effort: High
Automation_Candidate: Partial (Network simulation can be automated)

Test Relationships

Blocking_Tests: Network simulation setup, service monitoring configuration
Blocked_Tests: Production deployment, disaster recovery procedures
Parallel_Tests: Other reliability and resilience tests
Sequential_Tests: Should run after basic functionality validation

Additional Information

Notes: Network failure testing ensures system resilience and maintains user confidence during service disruptions
Edge_Cases: Complete internet outage, DNS failures, SSL certificate issues
Risk_Areas: Data synchronization after recovery, user session management, cache invalidation
Security_Considerations: Error messages should not expose system architecture or security vulnerabilities

Missing Scenarios Identified

Scenario_1: Recovery behavior when multiple external services fail simultaneously
Type: Complex Integration Failure
Rationale: Multiple service failures may compound recovery complexity
Priority: P1-Critical

Scenario_2: System behavior during network failures while users are performing critical operations
Type: Operation-Critical Recovery
Rationale: Failures during campaign creation or lead management require special handling
Priority: P2-High

---

Test Case 25 - Mobile Device Responsiveness Validation

Test Case Metadata

Test Case ID: CRM05P1US5_TC_025
Title: Verify Mobile Device Campaign Dashboard Responsiveness and Touch Interface Functionality
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Mobile Responsiveness
Test Type: Compatibility
Test Level: System
Priority: P2-High
Execution Phase: Full
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Mobile-Compatibility-Service, Responsive-Design, MOD-Mobile, P2-High, Phase-Full, Type-Compatibility, Platform-Mobile, Report-QA, Report-Mobile-Compatibility, Report-Cross-Browser-Results, Customer-All, Risk-Medium, Business-Medium, Revenue-Impact-Low, Integration-Mobile, Touch-Interface, Happy-Path

Business Context

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

Role-Based Context

User_Role: Marketing Manager
Permission_Level: Full Dashboard Access
Role_Restrictions: Standard permissions apply to mobile interface
Multi_Role_Scenario: No (mobile compatibility testing focuses on interface behavior)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 75%
Integration_Points: Responsive-Framework, Touch-Events, Mobile-Browser-Engines
Code_Module_Mapped: MobileInterface.Controller, ResponsiveDesign.Handler
Requirement_Coverage: Complete
Cross_Platform_Support: Mobile (iOS, Android)

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: QA, Mobile-Compatibility, Cross-Browser-Results
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-19 (Mobile-responsive design), AC-20 (Cross-platform accessibility), BR-19 (Touch interface requirements)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_020 (Cross-browser compatibility), CRM05P1US5_TC_001 (Dashboard functionality)

Test Environment

Environment: Mobile Testing Environment
Browser/Version: iOS Safari 16+, Android Chrome Latest
Device/OS: iPhone (iOS 16+), Samsung Galaxy (Android 13+), iPad (iPadOS 16+)
Screen_Resolution: Mobile-375x667, Tablet-1024x768
Dependencies: Mobile browsers, touch event handling, responsive CSS framework
Performance_Baseline: Touch response < 300ms, layout adaptation smooth
Data_Requirements: Q4 Product Launch campaign with complete mobile-optimized data

Prerequisites

Setup_Requirements: Mobile devices configured for testing with various screen sizes
User_Roles_Permissions: Marketing Manager account accessible on mobile devices
Test_Data:

• Campaign: "Q4 Product Launch" with mobile-optimized display
• User: sarah.johnson@techcorp.com
• Device Range: iPhone 12 (375x812), iPad (1024x768), Samsung Galaxy S21 (360x800)
• Orientations: Portrait and landscape testing
  Prior_Test_Cases: Desktop dashboard functionality validation

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Load dashboard on iPhone in portrait mode	Dashboard adapts properly to mobile screen with readable content	Device: iPhone 12 (375x812)<br>Orientation: Portrait<br>Layout: Cards stack vertically<br>Text: Remains legible and properly sized	Mobile layout should be user-friendly
2	Verify summary cards responsiveness on mobile	Summary cards stack vertically and maintain readability	Cards: Active Campaigns, Total Reach, Avg Open Rate, Total ROI<br>Stacking: Vertical arrangement<br>Content: All information visible<br>Touch: Cards remain interactive	Cards should be touch-accessible
3	Test touch interactions on campaign list	Campaign rows respond properly to touch with appropriate feedback	Touch Response: Visual feedback on tap<br>Navigation: Campaign detail opens on touch<br>Touch Size: Adequate touch targets (44px minimum)<br>Precision: Accurate touch registration	Touch targets must be appropriately sized
4	Verify Hot Leads popup on mobile device	Hot leads popup displays properly and is usable on small screen	Popup Display: Centered and properly sized<br>Content: All lead information visible<br>Scroll: Content scrollable if needed<br>Close: Easy to close on mobile	Mobile popups should be fully functional
5	Test horizontal scrolling for data tables	Tables scroll horizontally when content exceeds screen width	Table Scrolling: Smooth horizontal scroll<br>Header Persistence: Column headers remain visible<br>Content: All data accessible through scrolling<br>Indicators: Scroll indicators present	Tables should handle mobile constraints
6	Test landscape orientation adaptation	Dashboard adapts properly when device rotated to landscape	Orientation Change: Smooth transition to landscape<br>Layout: Optimal use of horizontal space<br>Content: All elements remain accessible<br>Performance: No layout breaking	Orientation changes should be smooth
7	Verify chart rendering on mobile devices	Performance charts render correctly and remain interactive on mobile	Chart Types: Funnel, device performance, time-based<br>Rendering: Clear and readable charts<br>Interaction: Touch-based chart interactions<br>Performance: Charts load within acceptable time	Charts should be mobile-optimized
8	Test modal dialogs on mobile interface	Modal dialogs size appropriately and remain functional on mobile	Modal Types: Edit campaign, hot leads popup<br>Sizing: Appropriate for screen size<br>Usability: Easy to interact with on touch<br>Closing: Multiple ways to close modals	Modals should be mobile-friendly
9	Verify text input and form functionality on mobile	Form inputs work properly with mobile keyboards and touch interface	Input Fields: Search, form fields<br>Keyboard: Appropriate keyboard types appear<br>Validation: Real-time validation works<br>Submission: Touch-based form submission	Mobile forms should be fully functional
10	Test navigation and tab switching on mobile	Tab navigation works smoothly with touch interface	Tab Navigation: Performance, Contacts, Segments, etc.<br>Touch Response: Tabs respond to touch<br>Visual Feedback: Active tab clearly indicated<br>Content: Tab content loads properly	Navigation should be touch-optimized
11	Verify performance on Android devices	Dashboard functions identically on Android Chrome browser	Device: Samsung Galaxy S21<br>Browser: Chrome Latest<br>Performance: Comparable to iOS<br>Functionality: Feature parity maintained	Android compatibility validation
12	Test accessibility features on mobile	Mobile accessibility features work properly for assistive technologies	Accessibility: Screen reader compatibility<br>Touch: Large touch targets<br>Contrast: Sufficient color contrast<br>Navigation: Keyboard/switch navigation support	Mobile accessibility compliance

Verification Points

Primary_Verification: Dashboard is fully functional and accessible on mobile devices with proper responsive design
Secondary_Verifications: Touch interactions work smoothly, charts render correctly, forms are usable
Negative_Verification: No layout breaking, no inaccessible content, no touch interaction failures

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record mobile behavior, responsiveness, and touch functionality]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for mobile compatibility issues]
Screenshots_Logs: [Evidence of mobile interface behavior]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Partial (Responsive testing can be partially automated)

Test Relationships

Blocking_Tests: Desktop functionality validation
Blocked_Tests: Progressive web app features
Parallel_Tests: Cross-browser compatibility tests
Sequential_Tests: Should run after core functionality validation

Additional Information

Notes: Mobile responsiveness ensures campaign management accessibility for users on mobile devices
Edge_Cases: Very small screens, tablets in different orientations, foldable devices
Risk_Areas: Complex charts on small screens, form usability, navigation complexity
Security_Considerations: Mobile browser security, touch event security, data protection on mobile

Missing Scenarios Identified

Scenario_1: Mobile performance during slow network connections (3G/4G)
Type: Mobile Performance
Rationale: Mobile users often have variable network speeds
Priority: P2-High

Scenario_2: Mobile interface behavior with different mobile browser configurations
Type: Browser Configuration
Rationale: Mobile browsers may have different settings affecting functionality
Priority: P3-Medium

---

Test Case 26 - Budget Utilization Tracking with 80% Alert Validation

Test Case Metadata

Test Case ID: CRM05P1US5_TC_026
Title: Verify Budget Utilization Tracking with 80% Spend Alert and Overspend Prevention Mechanisms
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Budget-Management-Service, Financial-Controls, MOD-Budget, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Product, Report-Revenue-Impact-Tracking, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Financial, Budget-Alerts, Happy-Path

Business Context

Customer_Segment: Enterprise
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Budget-Management
Compliance_Required: Yes
SLA_Related: Yes

Role-Based Context

User_Role: Marketing Manager
Permission_Level: Budget Management Access
Role_Restrictions: Cannot exceed approved budget without authorization
Multi_Role_Scenario: Yes (Finance approval may be required)

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 9 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 95%
Integration_Points: Budget-Tracking-Service, Alert-System, Financial-Controls, Approval-Workflow
Code_Module_Mapped: BudgetManagement.Controller, AlertSystem.Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Engineering, Product, Revenue-Impact-Tracking
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-11 (Budget utilization tracking), BR-20 (80% alert threshold), BR-21 (Overspend prevention)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_004 (Campaign detail view), CRM05P1US5_TC_027 (Real-time notifications)

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: Budget Tracking Service, Alert System, Financial Controls, Email Notification System
Performance_Baseline: Budget calculations < 1 second, alert delivery < 30 seconds
Data_Requirements: Campaign with budget allocation and spend tracking data

Prerequisites

Setup_Requirements: Q4 Product Launch campaign with budget tracking configured
User_Roles_Permissions: Marketing Manager with budget.manage permissions
Test_Data:

• Campaign: "Q4 Product Launch"
• Total Budget: $5,000
• Current Spend: $3,200 (64% utilized)
• Alert Threshold: 80% ($4,000)
• Remaining Budget: $1,800
• Calculated Profit: $12,550
  Prior_Test_Cases: CRM05P1US5_TC_004 (Campaign detail navigation)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Q4 Product Launch campaign detail and locate Budget Utilization section	Budget section displays with current utilization metrics and visual progress indicator	Campaign: "Q4 Product Launch"<br>Section: "Budget Utilization" with dollar icon<br>Current Display: Shows spent and remaining amounts<br>Visual: Progress bar indicating utilization	Budget section should be prominently displayed
2	Verify current budget utilization calculation accuracy	Budget utilization shows correct spent amount and percentage calculation	Spent Amount: "$3,200"<br>Total Budget: "$5,000"<br>Utilization: "64% used" (3,200/5,000 * 100)<br>Visual Progress: 64% fill in progress bar	Mathematical accuracy critical for budget control
3	Verify remaining budget calculation and display	Remaining budget shows correct amount with proper formatting	Remaining Budget: "$1,800 remaining"<br>Calculation: $5,000 - $3,200 = $1,800 ✓<br>Format: Currency symbol and proper formatting<br>Visibility: Clearly displayed amount	Remaining budget helps spending decisions
4	Verify profit calculation and display	Profit shows correct calculation based on revenue and spend	Profit Display: "$12,550 profit"<br>Calculation: Revenue - Spend = $15,750 - $3,200 = $12,550 ✓<br>Color: Green text indicating positive profit<br>Prominence: Clearly visible profit indicator	Profit calculation validates campaign ROI
5	Simulate budget increase to approach 80% threshold	Increase campaign spend to trigger 80% alert threshold	Simulated Spend: Increase to $4,000 (80%)<br>Threshold Trigger: 80% alert should activate<br>Alert Type: Visual and/or email notification<br>Warning Display: "Approaching budget limit"	80% threshold is critical business rule
6	Verify 80% budget alert system activation	Alert system triggers appropriate warnings at 80% spend threshold	Alert Trigger: At exactly $4,000 spend (80%)<br>Alert Message: "Budget 80% utilized - $1,000 remaining"<br>Notification: Email/system notification sent<br>Visual Indicator: Warning color in progress bar	Alert must trigger precisely at 80%
7	Test budget alert notification delivery	Appropriate stakeholders receive budget alert notifications	Notification Recipients: Marketing Manager, Finance approver<br>Alert Content: Campaign name, current spend, remaining budget<br>Delivery Time: Within 30 seconds of threshold breach<br>Format: Clear, actionable alert message	Timely alerts enable budget control
8	Simulate attempt to exceed total budget	System prevents spending beyond approved budget limit	Attempted Spend: Try to spend $5,100 (exceeds $5,000 budget)<br>Prevention: System blocks overspend attempt<br>Error Message: "Spend would exceed approved budget"<br>Alternative: Request budget increase workflow	Overspend prevention protects financial controls
9	Verify budget approval workflow for increases	Budget increase requests follow proper approval process	Increase Request: Request to raise budget to $6,000<br>Workflow: Approval routing to Finance<br>Status: "Budget increase pending approval"<br>Restrictions: Spending limited to current budget until approved	Approval workflow maintains financial governance
10	Test real-time budget updates during campaign activities	Budget utilization updates in real-time as campaign activities occur	Real-time Updates: Spend increases as emails sent<br>Update Frequency: Within 15 minutes of spend activity<br>Accuracy: Reflects actual campaign costs<br>Display: Progress bar and amounts update automatically	Real-time tracking enables proactive management
11	Verify budget reporting and audit trail	All budget activities logged for reporting and audit purposes	Audit Trail: Budget changes, alerts, approvals logged<br>Reporting: Budget utilization reports available<br>Timestamps: All activities timestamped<br>User Attribution: Actions attributed to responsible users	Audit trail supports compliance requirements
12	Test budget reset and reallocation scenarios	Budget adjustments and reallocations handled properly	Budget Adjustment: Reallocate $500 between categories<br>System Update: Budget tracking reflects changes<br>Alert Recalibration: 80% threshold recalculated<br>Historical Data: Previous spend tracking preserved	Budget flexibility with maintained controls

Verification Points

Primary_Verification: Budget utilization tracking accurate with 80% alert triggering precisely at $4,000 spend
Secondary_Verifications: Overspend prevention works, notifications delivered, profit calculations correct
Negative_Verification: Cannot exceed budget without approval, no calculation errors in utilization

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record budget tracking accuracy, alert behavior, and prevention mechanisms]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for budget tracking or alert issues]
Screenshots_Logs: [Evidence of budget utilization and alert system]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CRM05P1US5_TC_004 (Campaign detail access)
Blocked_Tests: Financial reporting, Budget approval workflows
Parallel_Tests: Other financial control tests
Sequential_Tests: Should run after campaign detail validation

Additional Information

Notes: Budget utilization tracking critical for financial control and campaign ROI optimization
Edge_Cases: Budget adjustments mid-campaign, currency conversion scenarios, fractional spending
Risk_Areas: Alert timing accuracy, calculation precision, approval workflow integrity
Security_Considerations: Budget data protection, approval authentication, financial audit compliance

Missing Scenarios Identified

Scenario_1: Budget tracking accuracy when multiple campaigns share budget allocations
Type: Complex Budget Management
Rationale: Shared budgets require sophisticated tracking and allocation logic
Priority: P1-Critical

Scenario_2: Alert system behavior during high-frequency spending activities
Type: Alert System Performance
Rationale: Rapid spending changes may impact alert delivery timing
Priority: P2-High

---

Test Case 27 - Real-time Hot Lead Notifications System

Test Case Metadata

Test Case ID: CRM05P1US5_TC_027
Title: Verify Real-time Hot Lead Notifications with Score Threshold ≥90 Alert Delivery
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Real-time Notification System
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Notification-Service, Real-time-Alerts, MOD-Notifications, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Report-Product, Report-Quality-Dashboard, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Real-time, Lead-Scoring, Happy-Path

Business Context

Customer_Segment: Enterprise
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Lead-Management
Compliance_Required: No
SLA_Related: Yes

Role-Based Context

User_Role: Sales Manager, Marketing Manager
Permission_Level: Hot Lead Notification Access
Role_Restrictions: Cannot modify lead scoring thresholds
Multi_Role_Scenario: Yes (both Sales and Marketing receive alerts)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 90%
Integration_Points: Notification-Service, Lead-Scoring-Engine, Real-time-Event-System, Email-Service
Code_Module_Mapped: NotificationSystem.Controller, HotLeadAlert.Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Engineering, Product, Quality-Dashboard
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-4 (Hot leads identification), AC-13 (Real-time notifications), BR-22 (Score threshold alerts)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_003 (Hot leads popup), CRM05P1US5_TC_014 (Lead management)

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: Notification Service, Lead Scoring Engine, Real-time Event System, Email Service
Performance_Baseline: Alert delivery < 30 seconds, real-time updates < 15 seconds
Data_Requirements: Leads with dynamic scoring that can cross ≥90 threshold

Prerequisites

Setup_Requirements: Q4 Product Launch campaign with lead scoring system active
User_Roles_Permissions: Sales Manager and Marketing Manager with notification.receive permissions
Test_Data:

• Lead 1: Sarah Johnson, current score: 88 (below threshold)
• Lead 2: Michael Chen, current score: 92 (above threshold)
• Threshold: Score ≥90 triggers hot lead notification
• Recipients: john.smith@techcorp.com (Sales), sarah.johnson@techcorp.com (Marketing)
  Prior_Test_Cases: CRM05P1US5_TC_014 (Lead scoring system)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Verify current lead scores and notification setup	Lead scoring system active with proper threshold configuration	Sarah Johnson: Score 88 (below 90)<br>Michael Chen: Score 92 (above 90)<br>Threshold: ≥90 for hot lead status<br>System: Notification service active	Establish baseline scoring status
2	Simulate engagement activity to increase Sarah Johnson's score	Lead engagement activity increases score from 88 to 95	Score Change: 88 → 95 (crosses ≥90 threshold)<br>Trigger Event: Email click + website visit<br>Calculation: Real-time score update<br>Threshold Breach: Score now qualifies as hot lead	Score increase should trigger alert system
3	Verify real-time hot lead notification delivery	Notification alerts sent immediately when score crosses ≥90 threshold	Alert Delivery: Within 30 seconds of threshold breach<br>Recipients: Sales Manager + Marketing Manager<br>Alert Content: "New Hot Lead: Sarah Johnson (Score: 95)"<br>Delivery Method: In-app notification + email	Immediate notification critical for lead response
4	Verify notification content accuracy and completeness	Alert contains all essential lead information for immediate action	Notification Content:<br>- Lead Name: "Sarah Johnson"<br>- Company: "TechCorp Solutions"<br>- Score: "95"<br>- Campaign: "Q4 Product Launch"<br>- Contact Info: Email and phone included	Complete information enables immediate follow-up
5	Test notification display in user interface	In-app notification displays prominently with proper visual emphasis	UI Display: Red notification badge<br>Alert Panel: Slide-in notification panel<br>Visual: Hot lead icon with flame indicator<br>Persistence: Notification persists until acknowledged	Visual alerts ensure user attention
6	Verify notification acknowledgment and tracking	Users can acknowledge notifications with proper tracking	Acknowledgment: "Mark as Read" functionality<br>Tracking: Notification read status tracked<br>History: Notification history maintained<br>User Attribution: Which user acknowledged alert	Acknowledgment prevents duplicate follow-up
7	Test multiple hot lead notifications simultaneously	System handles multiple concurrent hot lead alerts properly	Multiple Leads: 2 leads cross threshold simultaneously<br>Notification Handling: Individual alerts for each lead<br>Performance: No notification delays or losses<br>Organization: Clear separation of lead alerts	Multiple alerts should be clearly distinguished
8	Verify notification persistence and retry logic	Failed notification delivery automatically retried	Delivery Failure: Simulate email service unavailability<br>Retry Logic: Automatic retry attempts (3 attempts)<br>Alternative Delivery: In-app notification as backup<br>Success Tracking: Delivery confirmation logged	Notification reliability critical for sales
9	Test notification preferences and customization	Users can customize notification delivery preferences	Preferences: Email vs in-app notification settings<br>Timing: Immediate vs batched notifications<br>Recipients: Role-based notification routing<br>Customization: User preference persistence	Customization improves user experience
10	Verify lead score decrease notification behavior	System handles lead scores dropping below threshold appropriately	Score Decrease: Lead score drops from 95 to 85<br>Threshold: Falls below ≥90 requirement<br>Status Change: No longer qualifies as hot lead<br>Notification: Optional "Lead cooled" alert	Score decreases should be tracked
11	Test notification system performance under load	Multiple simultaneous score changes handled efficiently	Load Test: 10 leads cross threshold simultaneously<br>Performance: All notifications delivered<br>Timing: Delivery within SLA requirements<br>System Stability: No notification service crashes	High-volume scenarios must be handled
12	Verify notification audit trail and compliance	All notification activities logged for audit and analysis	Audit Trail: Notification sent/received logs<br>Compliance: Complete delivery tracking<br>Analytics: Notification effectiveness metrics<br>Reporting: Management notification summaries	Complete audit trail for business analysis

Verification Points

Primary_Verification: Real-time notifications trigger immediately when lead scores cross ≥90 threshold with complete lead information
Secondary_Verifications: Multiple delivery methods work, acknowledgment tracking functional, audit logging complete
Negative_Verification: No false alerts, no missing notifications, no duplicate deliveries

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record notification delivery times, content accuracy, and system performance]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for notification or delivery issues]
Screenshots_Logs: [Evidence of notification delivery and content]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Partial

Test Relationships

Blocking_Tests: CRM05P1US5_TC_014 (Lead scoring system)
Blocked_Tests: Advanced notification analytics, Lead response tracking
Parallel_Tests: Other real-time system tests
Sequential_Tests: Should run after lead scoring validation

Additional Information

Notes: Real-time hot lead notifications critical for maximizing lead conversion and sales response times
Edge_Cases: Rapid score fluctuations, notification service outages, high-volume lead scoring events
Risk_Areas: Notification delivery reliability, real-time scoring accuracy, system performance under load
Security_Considerations: Notification content security, recipient authorization, audit data protection

Missing Scenarios Identified

Scenario_1: Notification behavior when lead scores fluctuate rapidly around the 90-point threshold
Type: Edge Case
Rationale: Rapid score changes may cause notification spam or confusion
Priority: P1-Critical

Scenario_2: Cross-campaign hot lead notification coordination
Type: Integration
Rationale: Leads may qualify as hot across multiple campaigns simultaneously
Priority: P2-High

---

Test Case 28 - Role-Based Access Control Multi-Role Validation

Test Case Metadata

Test Case ID: CRM05P1US5_TC_028
Title: Verify Multi-Role Access Control with Marketing Manager vs Campaign Specialist vs Sales Manager Permissions
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Multi-Role Permission Management
Test Type: Security
Test Level: System
Priority: P1-Critical
Execution Phase: Security
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Role-Management-Service, Access-Control, MOD-Permissions, P1-Critical, Phase-Security, Type-Security, Platform-Web, Report-Engineering, Report-Security-Validation, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Authorization, Multi-Role, Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Multi-Role-Operations
Compliance_Required: Yes
SLA_Related: Yes

Role-Based Context

User_Role: Multiple (Marketing Manager, Campaign Specialist, Sales Manager)
Permission_Level: Role-specific permission matrices
Role_Restrictions: Comprehensive role-based restrictions testing
Multi_Role_Scenario: Yes (complete multi-role workflow validation)

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: 95%
Integration_Points: Role-Management-Service, Authorization-Engine, Permission-Controller, User-Session-Manager
Code_Module_Mapped: RoleBasedAccess.Controller, PermissionValidator.Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Engineering, Security-Validation, User-Acceptance
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: BR-9 (Role-based access control), AC-14 (Multi-role workflows), SEC-2 (Authorization requirements)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_022 (Security validation), CRM05P1US5_TC_001 (Dashboard access)

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: Role Management Service, Authorization Engine, User Management API, Session Controller
Performance_Baseline: Authorization checks < 100ms, role switching < 2 seconds
Data_Requirements: User accounts configured with distinct role permissions

Prerequisites

Setup_Requirements: Three user accounts with different role assignments and campaign access
User_Roles_Permissions: Configured test accounts for each role type
Test_Data:

• Marketing Manager: sarah.johnson@techcorp.com (Full campaign oversight)
• Campaign Specialist: alice.chen@techcorp.com (Campaign execution)
• Sales Manager: john.smith@techcorp.com (Lead management focus)
• Campaign: "Q4 Product Launch" accessible to all roles with different permissions
  Prior_Test_Cases: User account setup and role configuration

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Login as Marketing Manager and verify dashboard access	Marketing Manager sees full dashboard with campaign creation and analytics access	User: sarah.johnson@techcorp.com<br>Dashboard: Complete dashboard access<br>Features: Create Campaign button visible<br>Analytics: Full performance metrics access	Marketing Manager has highest campaign permissions
2	Verify Marketing Manager campaign management permissions	Can view, edit (with restrictions), and analyze all assigned campaigns	Campaign Access: "Q4 Product Launch" full access<br>Edit Permissions: Can edit paused campaigns<br>Analytics: Complete performance data<br>Restrictions: Cannot delete active campaigns	Marketing oversight requires comprehensive access
3	Test Marketing Manager lead access and limitations	Can view leads but cannot directly manage sales assignments	Lead Access: Can view campaign leads<br>Lead Data: Sarah Johnson, Score 95 visible<br>Limitations: Cannot reassign leads to sales reps<br>Analytics: Lead performance metrics available	Marketing focuses on lead generation, not assignment
4	Switch to Campaign Specialist account and verify access differences	Campaign Specialist has execution-focused interface with limited strategic access	User: alice.chen@techcorp.com<br>Dashboard: Execution-focused layout<br>Features: Template management, send controls<br>Restrictions: No campaign creation, limited analytics	Campaign Specialists focus on execution
5	Verify Campaign Specialist template and content management	Full access to email templates, content creation, and send management	Template Access: Full template library access<br>Content Management: Can create/edit templates<br>Send Controls: Email send management<br>Performance: Template performance analytics	Content management is Specialist responsibility
6	Test Campaign Specialist campaign modification restrictions	Cannot modify campaign strategy or budget but can manage execution	Strategy Restrictions: Cannot change campaign goals<br>Budget Restrictions: Cannot modify budget allocations<br>Execution Access: Can manage email sends, templates<br>Analytics: Limited to execution metrics	Execution focus with strategic restrictions
7	Switch to Sales Manager account and verify lead-focused interface	Sales Manager sees lead-centric interface with CRM integration features	User: john.smith@techcorp.com<br>Interface: Lead management emphasis<br>CRM Integration: Enhanced lead data<br>Pipeline: Sales pipeline visibility	Sales Manager optimized for lead conversion
8	Verify Sales Manager lead management capabilities	Full lead management including assignment, qualification, and follow-up	Lead Management: Can reassign leads<br>Qualification: Can change lead status<br>Follow-up: Contact management tools<br>Pipeline: Revenue forecasting access	Sales Managers own lead lifecycle
9	Test Sales Manager campaign access limitations	Can view campaign performance but cannot modify campaign settings	Campaign View: Read-only campaign access<br>Performance: Lead generation metrics<br>Restrictions: Cannot edit campaigns or templates<br>Focus: Lead source and conversion data	Sales focuses on leads, not campaign mechanics
10	Verify cross-role workflow and handoff processes	Roles can collaborate effectively with proper data sharing and handoffs	Marketing to Specialist: Campaign setup to execution<br>Specialist to Sales: Lead generation to management<br>Data Sharing: Appropriate information flow<br>Collaboration: Clear role boundaries maintained	Role collaboration while maintaining boundaries
11	Test unauthorized access attempts across roles	Users cannot access features outside their role permissions	Unauthorized Tests: Campaign Specialist tries budget changes<br>Access Denial: "Insufficient permissions" messages<br>Security: No elevation or bypass possible<br>Logging: Unauthorized attempts logged	Security enforcement prevents role violations
12	Verify audit trail for multi-role activities	All role-based actions logged with proper user attribution	Audit Logging: Role-based action tracking<br>User Attribution: Actions linked to specific users<br>Role Context: Role permissions logged with actions<br>Compliance: Complete multi-role audit trail	Audit trail supports compliance and analysis

Verification Points

Primary_Verification: Each role sees appropriate interface elements with proper permission enforcement and no unauthorized access
Secondary_Verifications: Cross-role workflows function properly, audit logging complete, security restrictions enforced
Negative_Verification: No unauthorized feature access, no permission elevation, no role boundary violations

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record role-specific access, permission enforcement, and workflow behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for permission or access control issues]
Screenshots_Logs: [Evidence of role-based interfaces and permission enforcement]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: High
Automation_Candidate: Partial

Test Relationships

Blocking_Tests: User role configuration, Authorization service setup
Blocked_Tests: Advanced workflow automation, Role hierarchy testing
Parallel_Tests: Other security and access control tests
Sequential_Tests: Should run after basic authentication validation

Additional Information

Notes: Multi-role access control ensures proper separation of duties and workflow efficiency across marketing operations
Edge_Cases: Role changes during active sessions, temporary role elevation, role inheritance scenarios
Risk_Areas: Permission escalation vulnerabilities, role boundary enforcement, workflow disruption
Security_Considerations: Role-based data access, permission audit trails, unauthorized access prevention

Missing Scenarios Identified

Scenario_1: Dynamic role assignment and permission inheritance for temporary access needs
Type: Advanced Role Management
Rationale: Users may need temporary elevated permissions for specific tasks
Priority: P2-High

Scenario_2: Role-based data filtering and information hiding across shared campaign data
Type: Data Security
Rationale: Sensitive information should be filtered based on role permissions
Priority: P1-Critical

---

Test Case 29 - Campaign Status Transition Management

Test Case Metadata

Test Case ID: CRM05P1US5_TC_029
Title: Verify Campaign Status Transitions with Business Rule Enforcement and Email Queue Management
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Status-Management-Service, Workflow-Engine, MOD-StatusTransitions, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Product, Report-Quality-Dashboard, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Workflow, State-Machine, Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Campaign-Lifecycle
Compliance_Required: Yes
SLA_Related: Yes

Role-Based Context

User_Role: Marketing Manager
Permission_Level: Campaign Status Management Access
Role_Restrictions: Must follow proper status transition workflows
Multi_Role_Scenario: No (focus on status workflow logic)

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 12 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 95%
Integration_Points: Status-Management-Service, Email-Queue-Controller, Workflow-Engine, Audit-Logger
Code_Module_Mapped: CampaignStatus.Controller, StatusTransition.Validator
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Engineering, Product, Quality-Dashboard
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-12 (Campaign status validation), BR-23 (Status transition rules), AC-18 (Email queue management)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_005 (Edit modal), CRM05P1US5_TC_016 (Activity logging)

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: Status Management Service, Email Queue Controller, Workflow Engine, Notification System
Performance_Baseline: Status changes < 2 seconds, email queue updates < 5 seconds
Data_Requirements: Campaign in Draft status with email queue configured

Prerequisites

Setup_Requirements: New campaign "Test Status Transitions" in Draft status with scheduled emails
User_Roles_Permissions: Marketing Manager with campaign.status.manage permissions
Test_Data:

• Campaign: "Test Status Transitions"
• Initial Status: Draft
• Scheduled Emails: 100 emails queued for sending
• Target Status Sequence: Draft → Active → Paused → Completed
• User: sarah.johnson@techcorp.com
  Prior_Test_Cases: Campaign creation and email scheduling

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Verify initial campaign status and available transitions	Campaign shows Draft status with appropriate transition options	Current Status: "Draft" (blue badge)<br>Available Transitions: Can activate to "Active"<br>Restrictions: Cannot pause or complete from Draft<br>UI: Clear status indicator and transition controls	Draft status allows activation only
2	Execute Draft to Active status transition	Campaign status changes to Active with proper email queue activation	Status Change: Draft → Active<br>Email Queue: 100 scheduled emails become active<br>UI Update: Status badge changes to "Active" (green)<br>System: Email sending begins automatically	Activation triggers email queue processing
3	Verify Active status capabilities and restrictions	Active campaign shows appropriate features and limitations	Active Features: Real-time metrics, performance tracking<br>Edit Restrictions: Limited editing (content only)<br>Email Queue: Emails actively sending<br>Transitions Available: Can pause or complete	Active campaigns have operational restrictions
4	Test Active to Paused status transition	Campaign pauses properly with email queue suspension	Status Change: Active → Paused<br>Email Queue: All scheduled sends suspended<br>UI Update: Status changes to "Paused" (yellow badge)<br>Email Impact: No new emails sent until resumed	Pausing immediately stops email delivery
5	Verify Paused status behavior and email queue handling	Paused campaign suspends all activities while maintaining data	Paused State: All email sending stopped<br>Data Preservation: Performance data maintained<br>Queue Status: Emails remain queued but inactive<br>Edit Access: Full editing capabilities restored	Paused status allows comprehensive editing
6	Test Paused to Active status transition (Resume)	Campaign resumes properly with email queue reactivation	Status Change: Paused → Active<br>Email Queue: Suspended emails resume sending<br>Performance: Metrics tracking resumes<br>UI: Status returns to "Active" (green)	Resume functionality restores full operation
7	Execute Active to Completed status transition	Campaign completes properly with final email queue processing	Status Change: Active → Completed<br>Email Queue: Remaining emails sent or cancelled<br>Final Status: "Completed" (gray badge)<br>Metrics: Final performance calculated	Completion finalizes all campaign activities
8	Verify Completed status finality and restrictions	Completed campaign becomes read-only with preserved data	Completed Restrictions: No further editing allowed<br>Data Access: All historical data preserved<br>Performance: Final metrics locked<br>Transitions: No further status changes possible	Completed status is terminal
9	Test invalid status transition attempts	System prevents unauthorized status transitions	Invalid Attempts: Draft → Completed (skip Active)<br>System Response: "Invalid status transition" error<br>Status Preservation: Original status maintained<br>Business Rules: Transition logic enforced	Business rules prevent invalid workflows
10	Verify email queue management during rapid status changes	Email queue handles rapid status transitions without data loss	Rapid Changes: Active → Paused → Active within 30 seconds<br>Email Queue: Proper suspension and resumption<br>Data Integrity: No emails lost or duplicated<br>Performance: System remains responsive	Rapid transitions test system resilience
11	Test status change audit logging and attribution	All status transitions logged with complete audit trail	Audit Logging: Status change events captured<br>User Attribution: Changes linked to responsible user<br>Timestamps: Precise transition timing recorded<br>Business Context: Transition reasons logged if provided	Complete audit trail for compliance
12	Verify status-dependent feature availability across transitions	Features appear/disappear appropriately based on current status	Feature Visibility: Edit options change with status<br>Analytics Access: Consistent across status changes<br>Action Buttons: Status-appropriate actions available<br>User Experience: Clear status-based interface changes	Status-dependent UI provides clear guidance

Verification Points

Primary_Verification: All status transitions follow business rules with proper email queue management and no data loss
Secondary_Verifications: Audit logging complete, UI updates correctly, feature availability changes appropriately
Negative_Verification: Invalid transitions blocked, no email queue corruption, no unauthorized status changes

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record status transition behavior, email queue handling, and audit trail completeness]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for status transition or workflow issues]
Screenshots_Logs: [Evidence of status changes and email queue management]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Campaign creation, Email queue setup
Blocked_Tests: Advanced workflow automation, Status-based reporting
Parallel_Tests: Other workflow and state management tests
Sequential_Tests: Should run after basic campaign functionality validation

Additional Information

Notes: Status transition management critical for campaign lifecycle control and email delivery coordination
Edge_Cases: Network interruptions during status changes, concurrent status change attempts, corrupted email queues
Risk_Areas: Email queue integrity, status synchronization, workflow business rule enforcement
Security_Considerations: Status change authorization, audit trail integrity, email delivery security

Missing Scenarios Identified

Scenario_1: Status transition behavior when email service is temporarily unavailable
Type: Integration Failure
Rationale: Email service outages during status transitions may affect campaign lifecycle
Priority: P1-Critical

Scenario_2: Concurrent status change attempts from multiple users on same campaign
Type: Concurrency
Rationale: Multiple users may attempt status changes simultaneously
Priority: P2-High

---

Test Case 30 - External System Integration Failure Handling

Test Case Metadata

Test Case ID: CRM05P1US5_TC_030
Title: Verify External System Integration Failure Handling and Recovery with Graceful Degradation
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Integration-Resilience-Service, External-Systems, MOD-Integration, P2-High, Phase-Integration, Type-Integration, Platform-Web, Report-Engineering, Report-Integration-Testing, Report-Quality-Dashboard, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Failure, System-Recovery, Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: System-Resilience
Compliance_Required: No
SLA_Related: Yes

Role-Based Context

User_Role: Marketing Manager
Permission_Level: Standard System Access
Role_Restrictions: Standard operational permissions
Multi_Role_Scenario: No (focus on system behavior during failures)

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 14 minutes
Reproducibility_Score: Medium
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 85%
Integration_Points: CRM-Integration, Email-Service-API, Analytics-Service, External-Database-Connections
Code_Module_Mapped: IntegrationResilience.Controller, FailureHandler.Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: AC-9 (Integration and automation), BR-24 (External service resilience), SLA-3 (Service availability)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_024 (System recovery), CRM05P1US5_TC_018 (API performance)

Test Environment

Environment: Integration Testing Environment
Browser/Version: Chrome 115+, Firefox 110+
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: CRM System, Email Service Provider, Analytics Service, External Database, Service Monitoring
Performance_Baseline: Failure detection < 30 seconds, recovery time < 2 minutes
Data_Requirements: Campaign data requiring external service integration

Prerequisites

Setup_Requirements: Q4 Product Launch campaign with active external service dependencies
User_Roles_Permissions: Marketing Manager with standard dashboard access
Test_Data:

• Campaign: "Q4 Product Launch" with CRM integration
• External Services: CRM API, Email service, Analytics service
• Contact Sync: Real-time CRM synchronization active
• Service Dependencies: Multiple external service connections
  Prior_Test_Cases: External service connectivity validation

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Verify normal operation with all external services available	Dashboard functions normally with full integration capabilities	All Services: CRM, Email, Analytics online<br>Dashboard: Complete functionality available<br>Data Sync: Real-time synchronization working<br>Performance: Normal response times	Establish baseline integrated operation
2	Simulate CRM integration service unavailability	System detects CRM outage and provides graceful degradation	CRM Status: Service returns 503 errors<br>System Response: "CRM temporarily unavailable"<br>Degraded Mode: Contact data from cache<br>User Message: Clear service status indication	CRM outage should not crash system
3	Verify contact management during CRM outage	Contact operations continue using cached data with appropriate warnings	Contact Access: Cached contact data available<br>Limitations: "Data may not be current" warning<br>Operations: Read-only contact access<br>Sync Status: "Will sync when CRM available"	Cached data provides continuity
4	Test email service provider outage handling	Email sending gracefully handles service provider unavailability	Email Service: Provider API returns timeout<br>Queue Management: Emails queued for retry<br>User Notification: "Email service temporarily down"<br>Retry Logic: Automatic retry attempts scheduled	Email queuing prevents message loss
5	Simulate analytics service failure	Performance metrics show appropriate fallback behavior	Analytics Outage: Service unavailable<br>Metrics Display: "Analytics temporarily unavailable"<br>Cached Data: Historical metrics still visible<br>Real-time: "Live updates paused" indicator	Analytics failure doesn't break dashboard
6	Test multiple simultaneous service failures	System handles compound service failures appropriately	Multiple Failures: CRM + Email services down<br>System Response: Individual failure messages<br>Core Functions: Dashboard core features available<br>Degradation: Clear service status dashboard	Multiple failures require clear communication
7	Verify service recovery detection	System automatically detects when external services recover	Service Recovery: CRM service comes back online<br>Auto-detection: System recognizes availability<br>Sync Resumption: Data synchronization resumes<br>User Notification: "CRM connection restored"	Automatic recovery improves user experience
8	Test data synchronization after service recovery	Data synchronizes correctly after external services recover	Post-Recovery Sync: All cached changes synchronized<br>Data Integrity: No data loss during outage<br>Conflict Resolution: Handles concurrent changes<br>Validation: Data consistency verified	Recovery must ensure data integrity
9	Simulate partial service degradation	System handles services with reduced functionality appropriately	Partial Failure: CRM responds slowly (>5s)<br>Timeout Handling: Appropriate timeout settings<br>User Experience: Loading indicators shown<br>Fallback: Switch to cached data if too slow	Slow services need timeout management
10	Test service failover mechanisms	System utilizes backup services when primary services fail	Failover Test: Primary email service fails<br>Backup Service: Secondary email service activated<br>Seamless Switch: No user interruption<br>Performance: Maintained service quality	Failover provides service continuity
11	Verify error logging and monitoring during outages	All integration failures properly logged and monitored	Error Logging: Service outage events captured<br>Monitoring: Service health dashboards updated<br>Alerting: Operations team notified<br>Analytics: Outage impact measurements	Comprehensive monitoring enables rapid response
12	Test user workflow continuity during integration failures	Users can continue productive work despite external service issues	Workflow Continuity: Core campaign management works<br>Alternative Paths: Manual data entry options<br>User Guidance: Clear instructions for workarounds<br>Productivity: Minimal disruption to daily tasks	Business continuity during technical issues

Verification Points

Primary_Verification: System maintains core functionality during external service outages with clear user communication
Secondary_Verifications: Data integrity preserved, automatic recovery works, comprehensive error logging
Negative_Verification: No system crashes, no data corruption, no confusing error states

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record service failure handling, recovery behavior, and user experience during outages]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for integration resilience issues]
Screenshots_Logs: [Evidence of failure handling and recovery processes]

Execution Analytics

Execution_Frequency: Monthly
Maintenance_Effort: High
Automation_Candidate: Partial

Test Relationships

Blocking_Tests: External service setup, Service monitoring configuration
Blocked_Tests: Advanced failover testing, Disaster recovery procedures
Parallel_Tests: Other integration and reliability tests
Sequential_Tests: Should run after basic integration validation

Additional Information

Notes: Integration failure testing ensures business continuity during external service disruptions
Edge_Cases: Complete internet outage, service authentication failures, data corruption scenarios
Risk_Areas: Data synchronization integrity, service failover timing, user workflow disruption
Security_Considerations: Secure handling of service failures, no exposure of integration credentials

Missing Scenarios Identified

Scenario_1: Integration failure handling during high-volume campaign operations
Type: Load + Integration Failure
Rationale: Service failures during peak usage may have compounded effects
Priority: P1-Critical

Scenario_2: Long-term external service unavailability (days/weeks)
Type: Extended Outage
Rationale: Prolonged outages require different handling strategies
Priority: P2-High

---

Test Case 32 - Real-time Data Synchronization Management

Test Case Metadata

Test Case ID: CRM05P1US5_TC_032
Title: Verify Real-time Data Synchronization with 15-Minute Update Cycle Accuracy and Conflict Resolution
Created By: Hetal
Created Date: September 17, 2025
Version: 1.0

Classification

Module/Feature: Real-time Data Synchronization
Test Type: Integration
Test Level: System
Priority: P2-High
Execution Phase: Integration
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Synchronization-Service, Real-time-Updates, MOD-Sync, P2-High, Phase-Integration, Type-Integration, Platform-Web, Report-Engineering, Report-Integration-Testing, Report-Performance-Metrics, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Real-time, Data-Consistency, Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Real-time-Operations
Compliance_Required: No
SLA_Related: Yes

Role-Based Context

User_Role: Multiple Users (Marketing Manager, Campaign Specialist)
Permission_Level: Standard Data Access
Role_Restrictions: Standard operational permissions
Multi_Role_Scenario: Yes (multi-user synchronization testing)

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 16 minutes
Reproducibility_Score: Medium
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 85%
Integration_Points: Synchronization-Service, Real-time-Event-System, Data-Consistency-Controller, Conflict-Resolution
Code_Module_Mapped: DataSync.Controller, ConflictResolver.Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Engineering, Integration-Testing, Performance-Metrics
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-1 (Real-time performance metrics), BR-26 (15-minute update cycle), AC-19 (Data consistency)
Related_Bugs: N/A
Related_Test_Cases: CRM05P1US5_TC_021 (Performance testing), CRM05P1US5_TC_001 (Dashboard metrics)

Test Environment

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Synchronization Service, Real-time Event System, Database Cluster, WebSocket Connections
Performance_Baseline: Sync cycle ≤ 15 minutes, conflict resolution < 30 seconds
Data_Requirements: Campaign with real-time performance data generation

Prerequisites

Setup_Requirements: Q4 Product Launch campaign with active real-time data generation
User_Roles_Permissions: Multiple user accounts for concurrent access testing
Test_Data:

• Campaign: "Q4 Product Launch" with ongoing email activities
• Users: sarah.johnson@techcorp.com (Marketing Manager), alice.chen@techcorp.com (Campaign Specialist)
• Real-time Data: Email opens, clicks, conversions occurring during test
• Sync Schedule: 15-minute update cycles configured
  Prior_Test_Cases: Real-time event system setup validation

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Establish baseline synchronization state with multiple users	All users see identical data at synchronization start point	Users: Marketing Manager + Campaign Specialist<br>Data Consistency: Identical dashboard metrics<br>Timestamp: Same "Last updated" time<br>Sync Status: "Data synchronized" indicator	Synchronized baseline ensures accurate testing
2	Generate real-time campaign activity	Email engagement activities create new performance data	Activity Generation: 10 email opens, 3 clicks<br>Timing: Activities occur over 5-minute period<br>Data Source: Real email engagement simulation<br>Metrics Impact: Open rate and click rate changes	Real activity provides authentic sync testing
3	Monitor 15-minute update cycle timing	System updates data within specified 15-minute cycle	Sync Cycle: Updates occur ≤ 15 minutes after activity<br>Timing Accuracy: Consistent with configured schedule<br>User Notification: "Data updated" indication<br>Performance: Update completes within 30 seconds	15-minute cycle is critical business requirement
4	Verify data consistency across multiple users after sync	All users see identical updated metrics after synchronization cycle	Data Verification: All users show same open rate<br>Metric Consistency: Click rate identical across users<br>Timestamp Sync: Same "Last updated" time<br>No Discrepancies: Zero data inconsistencies	Data consistency prevents user confusion
5	Test concurrent data updates from different users	System handles simultaneous user actions with proper conflict resolution	Concurrent Actions: Both users update campaign notes simultaneously<br>Conflict Detection: System identifies conflicts<br>Resolution: Last-write-wins or merge strategy<br>User Notification: Conflict resolution notification	Concurrent access requires conflict management
6	Simulate data synchronization during high activity periods	Sync performance maintains accuracy during peak data generation	High Activity: 50 emails opened in 2 minutes<br>Sync Performance: 15-minute cycle maintained<br>Data Accuracy: All activities properly captured<br>System Stability: No sync failures or delays	High activity stress tests sync reliability
7	Verify synchronization failure detection and recovery	System detects sync failures and implements recovery procedures	Sync Failure: Simulate database connection loss<br>Detection: "Synchronization interrupted" alert<br>Recovery: Automatic retry attempts<br>User Communication: Clear status messaging	Sync failure recovery ensures data integrity
8	Test real-time event propagation vs scheduled sync	Distinguish between immediate events and scheduled synchronization	Immediate Events: Hot lead notifications<br>Scheduled Sync: Performance metric updates<br>Event Types: Different handling for different data<br>User Experience: Clear distinction in UI	Different data types require different sync strategies
9	Verify timestamp accuracy and synchronization logging	All sync activities properly timestamped and logged	Timestamp Accuracy: Precise sync timing recorded<br>Logging: Complete sync event history<br>Attribution: Sync triggers and sources logged<br>Audit Trail: Synchronization compliance tracking	Accurate timestamps support debugging and analysis
10	Test data synchronization with network latency variations	Sync performance maintained despite network conditions	Network Conditions: Simulate 1-5 second latency<br>Sync Tolerance: System handles network delays<br>Timeout Management: Appropriate timeout settings<br>Data Integrity: No data corruption during delays	Variable network conditions require robust sync
11	Verify synchronization rollback and error recovery	System recovers gracefully from partial sync failures	Partial Failure: Sync completes 50% before failure<br>Rollback: Incomplete changes rolled back<br>Data State: Consistent state maintained<br>Recovery: Full sync retry after error resolution	Partial failures require careful state management
12	Test long-term synchronization accuracy and drift prevention	Extended sync cycles maintain data accuracy without drift	Extended Test: 2-hour period with multiple sync cycles<br>Drift Detection: No cumulative data inconsistencies<br>Accuracy Maintenance: Precision preserved over time<br>Performance: Consistent sync timing	Long-term accuracy prevents data degradation

Verification Points

Primary_Verification: All users see consistent data with 15-minute update cycles maintained and proper conflict resolution
Secondary_Verifications: Sync failure recovery works, timestamp accuracy maintained, audit logging complete
Negative_Verification: No data corruption, no sync drift, no unresolved conflicts

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record sync timing, data consistency, and conflict resolution behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs for synchronization or consistency issues]
Screenshots_Logs: [Evidence of sync cycles and data consistency]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: High
Automation_Candidate: Partial

Test Relationships

Blocking_Tests: Real-time event system setup
Blocked_Tests: Advanced real-time analytics
Parallel_Tests: Other real-time system tests
Sequential_Tests: Should run after basic real-time functionality validation

Additional Information

Notes: Real-time synchronization critical for maintaining data consistency across multiple users and sessions
Edge_Cases: Network partitions, database locks, very high concurrent usage
Risk_Areas: Data consistency, sync performance, conflict resolution accuracy
Security_Considerations: Data synchronization security, user data isolation, sync audit trails

Missing Scenarios Identified

Scenario_1: Synchronization behavior during database maintenance or updates
Type: System Maintenance
Rationale: Database maintenance may affect synchronization reliability
Priority: P2-High

Scenario_2: Cross-campaign data synchronization when campaigns share resources
Type: Complex Data Relationships
Rationale: Shared resources may create complex synchronization dependencies
Priority: P1-Critical