CRM Segment Management - CRM03P1US3

Test Case 1: Dashboard KPI Cards Real-Time Validation

Test Case ID: CRM03P1US3_TC_001
Title: Verify Dashboard KPI Cards Display Correct Real-Time Metrics with Business Rule Calculations
Created By: Hetal
Created Date: 2025-01-20
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Segment-Management, UI, MOD-Dashboard, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Smoke-Test-Results, Report-Engineering, Report-Product, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Contact-Database, Integration-Segment-Database, Happy-Path

Business Context

Customer_Segment: All (Marketing Managers and CRM Administrators)
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 system-wide settings
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: 100% of KPI display functionality
Integration_Points: Contact Database, Segment Database, Campaign System
Code_Module_Mapped: Dashboard Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: KPI Cards Business Rules - Total Segments, Total Contacts, Active Segments, Open Rate per Segment calculations
Related_Bugs: N/A
Related_Test_Cases: CRM03P1US3_TC_002, CRM03P1US3_TC_003, CRM03P1US3_TC_021

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: Contact Database, Segment Database, Campaign System
Performance_Baseline: <2 seconds page load
Data_Requirements: Enterprise Prospects (45 contacts), Inactive Subscribers (120 contacts), Marketing Engagers (28 contacts), Product Trial Users (62 contacts)

Prerequisites

Setup_Requirements: CRM system with sample segments and contacts as per user story
User_Roles_Permissions: Marketing Manager access with dashboard view permissions
Test_Data:

Enterprise Prospects: 45 contacts, Active status, 49% open rate
Inactive Subscribers: 120 contacts, Inactive status, 12% open rate
Marketing Engagers: 28 contacts, Active status, 84% open rate
Product Trial Users: 62 contacts, Draft status, 0% open rate Prior_Test_Cases: None

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to CRM Segments page URL: /segments	Dashboard loads within 2 seconds showing 4 KPI cards with circular target, people, active indicator, and percentage icons	URL: /segments	Verify page load performance baseline
2	Verify Total Segments card calculation	Displays "4" with circular target icon, counts all segments regardless of status	Expected: 4 segments (Enterprise Prospects + Inactive Subscribers + Marketing Engagers + Product Trial Users)	AC-1: All segments counted regardless of status
3	Verify Total Contacts card unique counting	Displays "255" with people icon, counts unique contacts across all segments without duplication	Expected: 255 unique contacts (45+120+28+62 = 255)	BR-2: Each contact counted only once even if in multiple segments
4	Verify Active Segments card status filtering	Displays "2" with active indicator icon, counts only segments with status = 'Active'	Expected: 2 active segments (Enterprise Prospects + Marketing Engagers only)	BR-3: Only Active status segments counted
5	Verify Open Rate per Segment card highest performer logic	Displays "49%" with Enterprise Prospects label and percentage icon	Expected: 49% for Enterprise Prospects (highest performing segment)	BR-4: Shows highest performing segment with open rate
6	Create new segment and verify real-time KPI update	Total Segments updates to "5", Active Segments updates based on new segment status	Create segment: "Test Segment" with Active status	Real-time calculation validation
7	Archive one active segment and verify KPI recalculation	Active Segments decreases to "1", Total Segments remains "5"	Archive: Marketing Engagers segment	Status change impact on KPIs
8	Add 10 new contacts to Enterprise Prospects and verify Total Contacts update	Total Contacts updates to "265" in real-time	Add 10 new contacts to Enterprise Prospects	Real-time contact count update

Verification Points

Primary_Verification: All KPI cards display mathematically correct calculated values in real-time
Secondary_Verifications: Icons display correctly, performance meets <2 second baseline, real-time updates work instantly
Negative_Verification: Inactive and draft segments not counted as active, duplicated contacts not double-counted

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: None
Blocked_Tests: CRM03P1US3_TC_002 (depends on dashboard loading)
Parallel_Tests: Can run with cross-browser tests
Sequential_Tests: Must complete before filter tests

Additional Information

Notes: Critical for daily operations monitoring by Marketing Managers
Edge_Cases: Large datasets with 1000+ segments, concurrent user modifications
Risk_Areas: Real-time calculation accuracy, performance with large datasets
Security_Considerations: Role-based access to sensitive revenue data

Missing Scenarios Identified

Scenario_1: KPI card refresh rate testing during high-frequency data changes
Type: Performance
Rationale: Critical for real-time business decisions
Priority: P2

Scenario_2: KPI calculation accuracy with decimal precision for percentages
Type: Business Logic
Rationale: Financial accuracy requirements for revenue calculations
Priority: P1

Test Case 2: Advanced Search and Multi-Filter Validation

Test Case ID: CRM03P1US3_TC_002
Title: Verify Search and Filter Operations with Real-Time Updates and Complex Filter Combinations
Created By: Hetal
Created Date: 2025-01-20
Version: 1.0

Classification

Module/Feature: CRM Segment Management - Search & Filters
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Segment-Management, UI, MOD-Search-Filter, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Module-Coverage, Report-Regression-Coverage, Report-QA, Report-User-Acceptance, Report-Quality-Dashboard, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Database, Happy-Path

Business Context

Customer_Segment: All (Marketing Managers and CRM Administrators)
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 and filter access
Role_Restrictions: Cannot modify system filter configurations
Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of search and filter functionality
Integration_Points: Segment Database, Real-time Search Engine
Code_Module_Mapped: Search Module, Filter Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: Filter Business Rules - Search scope, Status filter logic, Size filter ranges, real-time filtering
Related_Bugs: N/A
Related_Test_Cases: CRM03P1US3_TC_001, CRM03P1US3_TC_010

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 Database, Search Index
Performance_Baseline: <1 second search response
Data_Requirements: Enterprise Prospects, Inactive Subscribers, Marketing Engagers, Product Trial Users

Prerequisites

Setup_Requirements: All sample segments created with correct statuses and contact counts
User_Roles_Permissions: Marketing Manager access with search permissions
Test_Data:

Enterprise Prospects: 45 contacts, Active status
Inactive Subscribers: 120 contacts, Inactive status
Marketing Engagers: 28 contacts, Active status
Product Trial Users: 62 contacts, Draft status Prior_Test_Cases: CRM03P1US3_TC_001 must pass

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Enter "Enterprise" in search field with real-time typing	Shows only "Enterprise Prospects" segment within 1 second, filters other segments out	Search term: "Enterprise"	BR-1: Case-insensitive partial matching with real-time updates
2	Clear search field using X button and verify reset	Shows all 4 segments returned to default view	Clear search action	Search reset functionality validation
3	Select "Active" from Status filter dropdown	Shows exactly 2 segments: Enterprise Prospects and Marketing Engagers, hides Inactive Subscribers and Product Trial Users	Filter: Active status only	BR-2: Status filter shows only Active segments
4	Select "Inactive" from Status filter dropdown	Shows only "Inactive Subscribers" segment	Filter: Inactive status only	Status filter logic validation
5	Reset to "All Statuses" and select "51-100 contacts" from Size filter	Shows Enterprise Prospects (45 contacts) and Product Trial Users (62 contacts)	Size range: 51-100 contacts	BR-3: Inclusive range filtering (51-100 includes both 51 and 100)
6	Select "100+ contacts" from Size filter	Shows only "Inactive Subscribers" (120 contacts)	Size range: 100+ contacts	Size filter upper range validation
7	Apply combined filters: Active status + 1-50 contacts	Shows only "Marketing Engagers" (28 contacts, Active status)	Multiple filters: Status=Active, Size=1-50	BR-4: AND operation between multiple filters
8	Apply search + filter combination: Search="Marketing" + Status="Active"	Shows only "Marketing Engagers" segment	Search="Marketing", Filter=Active	Combined search and filter logic
9	Test edge case: Search for non-existent segment name	Shows "No segments found" message with empty table	Search term: "NonExistentSegment"	Edge case: No results handling
10	Reset all filters and verify complete data restoration	Shows all 4 segments in original order	Reset all filters action	Complete filter reset validation

Verification Points

Primary_Verification: All filter combinations return mathematically correct segment lists
Secondary_Verifications: Real-time search performance <1 second, filter combinations work with AND logic, reset functionality works completely
Negative_Verification: Filters don't show segments outside specified criteria, no duplicate results

Test Results (Template)

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CRM03P1US3_TC_001 (dashboard must load)
Blocked_Tests: CRM03P1US3_TC_010 (export depends on filtered results)
Parallel_Tests: Can run with performance tests
Sequential_Tests: Should complete before export tests

Additional Information

Notes: Critical for daily segment management operations
Edge_Cases: Very large datasets, special characters in search, concurrent filter operations
Risk_Areas: Search performance with large datasets, filter accuracy with complex combinations
Security_Considerations: Search query sanitization to prevent injection attacks

Missing Scenarios Identified

Scenario_1: Search performance with 1000+ segments
Type: Performance
Rationale: Scalability testing for enterprise customers
Priority: P2

Scenario_2: Filter persistence across browser sessions
Type: Functional
Rationale: User experience continuity
Priority: P3

Test Case 3: Complete Segment Creation Workflow with Real-Time Validation

Test Case ID: CRM03P1US3_TC_003
Title: Verify End-to-End Segment Creation Process with Real-Time Contact Count Updates and Advanced Filtering
Created By: Hetal
Created Date: 2025-01-20
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Segment-Management, UI, API, MOD-Creation, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Smoke-Test-Results, Report-Engineering, Report-Product, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Contact-Database, Integration-Segment-Database, Happy-Path

Business Context

Customer_Segment: All (Primarily Marketing Managers)
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 creation access
Role_Restrictions: Cannot create segments exceeding contact limits
Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of segment creation workflow
Integration_Points: Contact Database, Segment Database, Tag Management System
Code_Module_Mapped: Segment Creation Module, Contact Selection Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: Create New Segment Business Rules, Contact Selection Rules, Tag Management, Real-time Contact Count Updates
Related_Bugs: N/A
Related_Test_Cases: CRM03P1US3_TC_001, CRM03P1US3_TC_016, CRM03P1US3_TC_022

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: Contact Database, Segment Database, Tag Management System
Performance_Baseline: Modal opens <500ms, Contact search <1 second
Data_Requirements: Available contacts: Sarah Johnson, Michael Chen, Emily Rodriguez, David Thompson, plus additional test contacts

Prerequisites

Setup_Requirements: CRM system with available contacts for selection
User_Roles_Permissions: Marketing Manager with segment creation permissions
Test_Data:

Sarah Johnson: TechCorp Solutions, VP of Sales, Score 92, Hot Lead, Enterprise/Decision Maker tags
Michael Chen: InnovateTech, CTO, Score 88, Qualified, Tech/Startup tags
Emily Rodriguez: GrowthCo, Marketing Director, Score 78, Nurturing, Marketing/SMB tags
David Thompson: FutureTech Industries, CEO, Score 95, Hot Lead, Enterprise/CEO tags Prior_Test_Cases: CRM03P1US3_TC_001 must pass

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Click "Create Segment" button in top-right corner of dashboard	Opens Create Segment modal within 500ms with title "Create New Segment" and all form sections visible	Click blue "Create Segment" button	Performance baseline: Modal opens <500ms
2	Enter segment name in required field	Name field accepts input, no validation errors, field border remains normal	Segment Name: "Q2 Tech Prospects 2024"	BR-1: Required field validation, max 100 characters
3	Enter description in optional textarea	Description field accepts up to 500 characters, character counter shows remaining characters	Description: "High-value technology prospects for Q2 2024 outreach campaign focusing on enterprise clients"	BR-2: Optional field, 500 character limit
4	Add first tag using tag input field	Tag appears as removable chip with X button, tag input field clears	Tag 1: "Tech" (click Add Tag button)	BR-3: Maximum 3 tags allowed
5	Add second and third tags	Both tags appear as chips, tag input field remains available	Tag 2: "Q2 2024", Tag 3: "High Priority"	Tag limit validation
6	Attempt to add fourth tag	System shows validation message "Maximum 3 tags allowed" or converts to "i" button hover	Tag 4: "Enterprise" (should be blocked or converted)	BR-4: Tag limit enforcement with overflow handling
7	Use contact search field with real-time filtering	Contact list filters in real-time as typing, shows matching contacts within 1 second	Search: "Sarah"	Real-time search performance <1 second
8	Click Filters button to open advanced filtering	Filter panel opens showing Company, Score Range (0-100 slider), and Stages dropdown options	Open Filters panel	Advanced filtering access
9	Apply score range filter	Contact list updates to show only contacts within selected score range	Score Range: 80-100 (should show Sarah Johnson: 92, David Thompson: 95)	Score range filtering validation
10	Apply stage filter	Contact list further filters to show only contacts in selected stage	Stage: "Hot Lead" (should show Sarah Johnson and David Thompson only)	Stage-based filtering
11	Select individual contacts using checkboxes	Checkboxes become checked, "Create Segment (X contacts)" button updates count in real-time	Select: Sarah Johnson, David Thompson	Real-time contact count updates
12	Test "Select All" functionality for visible filtered contacts	All currently visible contacts get selected, button count updates to total visible contacts	Click "Select All" checkbox	Bulk selection of filtered results
13	Verify real-time contact count display	Button text shows "Create Segment (2 contacts)" matching selected count	Expected: 2 contacts selected	Real-time count validation
14	Click "Create Segment" button to save	Segment created successfully, redirects to segment detail page showing new segment with 2 contacts	Final creation action	Success workflow validation
15	Verify new segment appears in main segments list	Navigate back to segments list, new segment "Q2 Tech Prospects 2024" appears with Active status and 2 contacts	Verify in segments table	Persistence validation

Verification Points

Primary_Verification: Complete segment creation workflow functions correctly with real-time updates and validation
Secondary_Verifications: All form validations work, filtering functions correctly, real-time counts update, performance meets baselines
Negative_Verification: Cannot create segment without name, cannot exceed tag limits, cannot create empty segments

Test Results (Template)

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: CRM03P1US3_TC_001 (dashboard access)
Blocked_Tests: CRM03P1US3_TC_005 (detail view depends on created segment)
Parallel_Tests: Cannot run parallel due to data dependencies
Sequential_Tests: Must complete before detail view tests

Additional Information

Notes: Core business functionality for Marketing Managers' daily workflow
Edge_Cases: Maximum character inputs, special characters in names, network interruptions during creation
Risk_Areas: Data persistence, real-time updates, form validation accuracy
Security_Considerations: Input sanitization, SQL injection prevention

Missing Scenarios Identified

Scenario_1: Segment creation with maximum contact limit (1000+ contacts)
Type: Performance
Rationale: Enterprise scalability requirements
Priority: P2

Scenario_2: Concurrent segment creation by multiple users with same name
Type: Edge Case
Rationale: Data integrity in multi-user environment
Priority: P2

Test Case 4: Actions Column Icons with Status Toggle Validation

Test Case ID: CRM03P1US3_TC_004
Title: Verify Actions Column Icons Functionality with Status Toggle and Campaign Dependency Validation
Created By: Hetal
Created Date: 2025-01-20
Version: 1.0

Classification

Module/Feature: CRM Segment Management - Actions Column
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Segment-Management, UI, MOD-Actions, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Module-Coverage, Report-Regression-Coverage, Report-QA, Report-User-Acceptance, Report-Integration-Testing, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Campaign-System, Happy-Path

Business Context

Role-Based Context

User_Role: Marketing Manager
Permission_Level: Full segment management access
Role_Restrictions: Cannot modify system-wide configurations
Multi_Role_Scenario: Yes (different actions for different roles)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of actions column functionality
Integration_Points: Campaign System, Segment Database
Code_Module_Mapped: Actions Module, Status Management Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Module-Coverage, Regression-Coverage, QA, User-Acceptance, Integration-Testing
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: Actions Menu Business Rules, Status Toggle Functionality, Archive Validation Rules
Related_Bugs: N/A
Related_Test_Cases: CRM03P1US3_TC_001, CRM03P1US3_TC_011, CRM03P1US3_TC_023

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 System, Segment Database
Performance_Baseline: Icon actions respond within 300ms
Data_Requirements: Enterprise Prospects (Active, used in 2 campaigns), Marketing Engagers (Active, used in 1 campaign), Inactive Subscribers (Inactive, used in 0 campaigns)

Prerequisites

Setup_Requirements: Segments with various statuses and campaign dependencies
User_Roles_Permissions: Marketing Manager with segment management permissions
Test_Data:

Enterprise Prospects: Active status, 2 active campaigns (Q1 Enterprise Outreach, Product Demo Campaign)
Marketing Engagers: Active status, 1 active campaign (Newsletter Subscription Drive)
Inactive Subscribers: Inactive status, 0 campaigns Prior_Test_Cases: CRM03P1US3_TC_001 must pass

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Hover over view details icon (eye icon) for Enterprise Prospects	Tooltip appears showing "View Details" within 300ms	Segment: Enterprise Prospects row	Icon tooltip validation
2	Click view details icon	Redirects to segment detail page with URL /segments/enterprise-prospects within 500ms	Navigation to detail page	Navigation functionality
3	Return to segments list and hover over edit icon (pencil icon)	Tooltip appears showing "Edit Segment" within 300ms	Segment: Enterprise Prospects row	Edit icon tooltip
4	Click edit segment icon	Opens "Edit Segment: Enterprise Prospects" modal with pre-populated data	Edit modal opens	Edit functionality access
5	Close modal and hover over duplicate icon (copy icon)	Tooltip appears showing "Duplicate Segment" within 300ms	Segment: Enterprise Prospects row	Duplicate icon tooltip
6	Click duplicate segment icon	Creates new segment "Enterprise Prospects (Copy)" with Inactive status, appears in segments list	New duplicated segment created	BR-1: Duplicate creates copy with "(Copy)" suffix
7	Hover over status toggle for Active segment (Enterprise Prospects)	Tooltip shows "Set to Inactive" for currently Active segment	Segment: Enterprise Prospects (Active)	Status toggle tooltip for active segment
8	Click status toggle for segment used in active campaigns	Shows validation warning: "Cannot set to inactive because segment is being used in active campaigns. Please pause campaigns first."	Segment: Enterprise Prospects (used in 2 active campaigns)	BR-2: Status change blocked by active campaign usage
9	Verify campaign dependency validation	Modal shows campaigns using segment: "Q1 Enterprise Outreach (active)", "Product Demo Campaign (active)"	Shows blocking campaigns list	Campaign dependency display
10	Test status toggle on segment NOT used in active campaigns	Status immediately changes from Active to Inactive, page refreshes showing updated status	Segment: Marketing Engagers (pause its campaigns first)	BR-3: Immediate status change when no active campaign dependencies
11	Hover over status toggle for now Inactive segment	Tooltip shows "Set to Active" for currently Inactive segment	Segment: Marketing Engagers (now Inactive)	Status toggle tooltip for inactive segment
12	Click status toggle to reactivate segment	Status immediately changes from Inactive to Active, no validation warnings	Segment: Marketing Engagers	Reactivation functionality
13	Test duplicate functionality on Inactive segment	Successfully creates "Marketing Engagers (Copy)" with Inactive status	Segment: Marketing Engagers (Inactive)	Duplication works regardless of status
14	Verify all icons render correctly and are accessible	All action icons (view, edit, duplicate, toggle) visible and responsive on hover/click	All segments in table	UI rendering validation

Verification Points

Primary_Verification: All action icons function correctly with proper validation and business rule enforcement
Secondary_Verifications: Tooltips appear correctly, performance meets <300ms baseline, status changes reflect immediately
Negative_Verification: Status change blocked when active campaigns exist, proper validation messages displayed

Test Results (Template)

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CRM03P1US3_TC_001 (dashboard access)
Blocked_Tests: CRM03P1US3_TC_011 (edit functionality)
Parallel_Tests: Can run with other UI tests
Sequential_Tests: Should complete before detail view tests

Additional Information

Notes: Critical for daily segment management operations by Marketing Managers
Edge_Cases: Multiple concurrent status changes, network failures during status toggle
Risk_Areas: Campaign dependency validation accuracy, status persistence
Security_Considerations: Role-based action restrictions, audit trail for status changes

Missing Scenarios Identified

Scenario_1: Status toggle performance with large number of campaign dependencies
Type: Performance
Rationale: Enterprise segments may have 10+ active campaigns
Priority: P2

Scenario_2: Concurrent status changes by multiple users on same segment
Type: Concurrency
Rationale: Data integrity in multi-user environment
Priority: P2

Test Case 5: Role-Based Access Control - Marketing Manager vs CRM Administrator

Test Case ID: CRM03P1US3_TC_005
Title: Verify Role-Based Permissions and Access Restrictions Between Marketing Manager and CRM Administrator
Created By: Hetal
Created Date: 2025-01-20
Version: 1.0

Classification

Module/Feature: CRM Segment Management - Role-Based Access Control
Test Type: Security
Test Level: System
Priority: P1-Critical
Execution Phase: Security
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Negative, CRM-Segment-Management, Security, MOD-RBAC, P1-Critical, Phase-Security, Type-Security, Platform-Web, Report-Security-Validation, Report-Quality-Dashboard, Report-Engineering, Report-CSM, Report-Customer-Segment-Analysis, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Auth-System, Negative

Business Context

Customer_Segment: Enterprise (Role-based access requirements)
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Onboarding
Compliance_Required: Yes
SLA_Related: Yes

Role-Based Context

User_Role: Both Marketing Manager and CRM Administrator
Permission_Level: Different access levels per role
Role_Restrictions: Role-specific limitations
Multi_Role_Scenario: Yes

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of role-based access control
Integration_Points: Authentication System, Authorization Service
Code_Module_Mapped: RBAC Module, Security Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: CSM
Report_Categories: Security-Validation, Quality-Dashboard, Engineering, CSM, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: User Roles - Marketing Manager and CRM Administrator permissions and restrictions
Related_Bugs: N/A
Related_Test_Cases: CRM03P1US3_TC_014, CRM03P1US3_TC_016

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: Authentication System, Authorization Service, User Management System
Performance_Baseline: Role validation <200ms
Data_Requirements: Marketing Manager account, CRM Administrator account, test segments

Prerequisites

Setup_Requirements: Two user accounts with different roles configured
User_Roles_Permissions:

Marketing Manager: john.smith@company.com
CRM Administrator: admin.user@company.com Test_Data:
Enterprise Prospects: Created by Marketing Manager
System-wide segment configurations Prior_Test_Cases: User accounts must be properly configured

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Login as Marketing Manager	Access granted to segments dashboard with creation capabilities	User: john.smith@company.com	Marketing Manager role validation
2	Verify Marketing Manager can create segments	"Create Segment" button visible and functional	Create test segment	Role permission: Segment creation allowed
3	Verify Marketing Manager can edit own segments	Edit icons functional for segments they created	Edit Enterprise Prospects	Role permission: Own segment editing
4	Verify Marketing Manager cannot access system configurations	System admin menus/options not visible or accessible	Attempt to access admin settings	Role restriction: No system admin access
5	Verify Marketing Manager can view performance analytics	Performance tab accessible with campaign metrics	Access Performance tab	Role permission: Analytics viewing
6	Logout and login as CRM Administrator	Access granted to segments dashboard with administrative capabilities	User: admin.user@company.com	CRM Administrator role validation
7	Verify CRM Administrator can view all segments	Can see segments created by all users regardless of creator	View all segments in system	Role permission: View all segments
8	Verify CRM Administrator can edit any segment	Edit functionality available for all segments	Edit segments created by Marketing Manager	Role permission: Edit any segment
9	Verify CRM Administrator can manage user permissions	Access to user management and permission settings	Access user permission settings	Role permission: User management
10	Verify CRM Administrator can access system configurations	System admin menus and configurations accessible	Access system-wide settings	Role permission: System administration
11	Verify CRM Administrator can manage data quality settings	Access to data validation rules and quality monitoring	Access data quality settings	Role permission: Data integrity management
12	Test role-based export restrictions	Marketing Manager: segment-level export, Administrator: system-wide export	Compare export capabilities	Different export scopes per role
13	Verify audit trail captures role-based actions	Actions logged with correct user role information	Check activity logs	Role-based audit logging
14	Test session management per role	Different session timeouts or restrictions per role	Monitor session behavior	Role-based session policies

Verification Points

Primary_Verification: Each role has appropriate access permissions and restrictions enforced
Secondary_Verifications: UI elements show/hide based on role, actions are properly authorized, audit trails capture role information
Negative_Verification: Marketing Managers cannot access admin functions, unauthorized actions are blocked

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: User account setup must be complete
Blocked_Tests: All other functional tests depend on proper role access
Parallel_Tests: Cannot run parallel due to session dependencies
Sequential_Tests: Must complete before other security tests

Additional Information

Notes: Critical for enterprise security and compliance requirements
Edge_Cases: Role changes during active sessions, multiple role assignments
Risk_Areas: Privilege escalation, unauthorized data access
Security_Considerations: Role-based access control, session management, audit compliance

Missing Scenarios Identified

Scenario_1: Role change impact on active user sessions
Type: Security
Rationale: Real-time role updates in enterprise environment
Priority: P1

Scenario_2: Multi-role user scenarios (user with both roles)
Type: Edge Case
Rationale: Complex enterprise permission models
Priority: P2

Test Case 6: Score Range and Stage Filter Advanced Testing

Test Case ID: CRM03P1US3_TC_006
Title: Verify Score Range Slider and Stage-Based Filtering with Boundary Value Analysis
Created By: Hetal
Created Date: 2025-01-20
Version: 1.0

Classification

Module/Feature: CRM Segment Management - Advanced Filtering
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Segment-Management, UI, MOD-Advanced-Filters, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Module-Coverage, Report-Regression-Coverage, Report-QA, Report-User-Acceptance, Report-Quality-Dashboard, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Contact-Database, Happy-Path

Business Context

Customer_Segment: All (Marketing Managers using advanced filtering)
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 filtering access
Role_Restrictions: Cannot modify filter configurations
Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of advanced filtering functionality
Integration_Points: Contact Database, Scoring System
Code_Module_Mapped: Advanced Filter Module, Score Range Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Requirements Traceability

Related_Requirements: Score Range Filter (0-20, 30-50, 60-80, 80-100), Stage Filter (Hot Lead, Qualified, Nurturing), Contact filtering business rules
Related_Bugs: N/A
Related_Test_Cases: CRM03P1US3_TC_002, CRM03P1US3_TC_003

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: Contact Database, Scoring System
Performance_Baseline: Filter application <1 second
Data_Requirements: Contacts with varying scores and stages across full range

Prerequisites

Setup_Requirements: Contacts with diverse scores and stages for comprehensive testing
User_Roles_Permissions: Marketing Manager with advanced filtering access
Test_Data:

Sarah Johnson: Score 92, Hot Lead stage
Michael Chen: Score 88, Qualified stage
Emily Rodriguez: Score 78, Nurturing stage
David Thompson: Score 95, Hot Lead stage
Additional test contacts with scores: 15, 35, 45, 65, 85 across all stages Prior_Test_Cases: CRM03P1US3_TC_003 (contact creation)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Open Create Segment modal and navigate to contact selection	Contact selection interface displays with search bar, filters button, and available contacts list	All available contacts visible	Initial setup validation
2	Click "Filters" button to open advanced filtering panel	Filter panel opens showing Company dropdown, Score Range slider (0-100), and Stages dropdown	Filter panel opens within 300ms	Advanced filter access
3	Test Score Range slider at minimum boundary (0-20)	Slider moves to 0-20 range, contact list updates to show only contacts with scores 0-20	Contacts with scores 15 should appear, others filtered out	Boundary value testing - minimum range
4	Test Score Range slider at 30-50 range	Slider moves to 30-50, contact list updates to show contacts with scores 30-50	Contacts with scores 35, 45 should appear	Mid-range filtering validation
5	Test Score Range slider at 60-80 range	Slider moves to 60-80, contact list updates showing contacts in this range	Contacts with scores 65, 78 (Emily Rodriguez) should appear	High-mid range validation
6	Test Score Range slider at maximum boundary (80-100)	Slider moves to 80-100, shows high-score contacts only	Sarah Johnson (92), Michael Chen (88), David Thompson (95), score 85 contact	Maximum boundary testing
7	Reset score range and test "Hot Lead" stage filter	Stage dropdown set to "Hot Lead", shows only contacts with Hot Lead status	Sarah Johnson (92, Hot Lead), David Thompson (95, Hot Lead)	Stage filtering - Hot Lead
8	Change to "Qualified" stage filter	Shows only contacts with Qualified status	Michael Chen (88, Qualified) and other Qualified contacts	Stage filtering - Qualified
9	Change to "Nurturing" stage filter	Shows only contacts with Nurturing status	Emily Rodriguez (78, Nurturing) and other Nurturing contacts	Stage filtering - Nurturing
10	Test combined filtering: Score 80-100 AND Hot Lead stage	Shows contacts meeting both criteria simultaneously	Should show Sarah Johnson (92, Hot Lead) and David Thompson (95, Hot Lead) only	Combined filter logic validation
11	Test combined filtering: Score 60-80 AND Qualified stage	Shows contacts with scores 60-80 AND Qualified status	Should show contacts meeting both criteria (if any exist in test data)	Complex filter combination
12	Test edge case: Score range with no matching contacts	Filter applied but no contacts match criteria, shows "No contacts found"	Score range: 0-10 (if no contacts in this range)	No results handling
13	Test filter reset functionality	Clear all filters returns to showing all available contacts	Reset filters button or action	Filter reset validation
14	Verify real-time contact count updates during filtering	"Available Contacts (X)" count updates in real-time as filters applied	Count changes from total to filtered count	Real-time count updates

Verification Points

Primary_Verification: Score range and stage filters work correctly individually and in combination
Secondary_Verifications: Real-time filtering performance <1 second, accurate contact counts, boundary values handled correctly
Negative_Verification: Invalid combinations show appropriate messaging, no contacts appear outside filter criteria

Test Results (Template)

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CRM03P1US3_TC_003 (contacts must exist)
Blocked_Tests: Advanced segment creation workflows
Parallel_Tests: Can run with other filter tests
Sequential_Tests: Should complete before complex creation workflows

Additional Information

Notes: Critical for precise contact targeting by Marketing Managers
Edge_Cases: Boundary value conditions, empty filter results, extreme ranges
Risk_Areas: Filter performance with large datasets, boundary condition handling
Security_Considerations: Filter query sanitization, performance DoS protection

Missing Scenarios Identified

Scenario_1: Score range filter performance with 10,000+ contacts
Type: Performance
Rationale: Enterprise scalability requirements
Priority: P2

Scenario_2: Score range slider accessibility for keyboard navigation
Type: Accessibility
Rationale: WCAG compliance requirements
Priority: P3

Test Case 7: Tag Management with Overflow to "i" Button

Test Case ID: CRM03P1US3_TC_007
Title: Verify Tag Management with 3-Tag Limit and Overflow to "i" Button Hover Display
Created By: Hetal
Created Date: 2025-01-20
Version: 1.0

Classification

Module/Feature: CRM Segment Management - Tag Management
Test Type: Functional
Test Level: System
Priority: P3-Medium
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Segment-Management, UI, MOD-Tag-Management, P3-Medium, Phase-Regression, Type-Functional, Platform-Web, Report-Module-Coverage, Report-Regression-Coverage, Report-QA, Report-User-Acceptance, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-Tag-System, Happy-Path

Business Context

Customer_Segment: All (Marketing Managers organizing segments)
Revenue_Impact: Low
Business_Priority: Could-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Role-Based Context

User_Role: Marketing Manager
Permission_Level: Full tag management access
Role_Restrictions: Cannot create system-wide tag categories
Multi_Role_Scenario: No

Quality Metrics

Risk_Level: Low
Complexity_Level: Medium
Expected_Execution_Time: 8 minutes
Reproducibility_Score: High
Data_Sensitivity: None
Failure_Impact: Low

Coverage Tracking

Feature_Coverage: 100% of tag management functionality
Integration_Points: Tag System, UI Rendering System
Code_Module_Mapped: Tag Management Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Module-Coverage, Regression-Coverage, QA, User-Acceptance
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability

Related_Requirements: Tag validation (maximum 3 tags), overflow handling with "i" button hover display
Related_Bugs: N/A
Related_Test_Cases: CRM03P1US3_TC_003, CRM03P1US3_TC_011

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: Tag System, UI Components
Performance_Baseline: Tag operations <200ms
Data_Requirements: Ability to create tags dynamically

Prerequisites

Setup_Requirements: Tag management system operational
User_Roles_Permissions: Marketing Manager with tag creation permissions
Test_Data: Prepared tags for testing: "Enterprise", "Q1 2024", "High Value", "Tech", "Premium", "Urgent"
Prior_Test_Cases: Basic segment creation functionality working

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Open Create Segment modal and navigate to Tags section	Tags section displays with input field and "Add Tag" button	Create new segment modal	Tag section access
2	Add first tag using tag input field	Tag appears as removable chip with "X" button, input field clears	Tag 1: "Enterprise"	First tag addition validation
3	Add second tag	Second tag appears as chip next to first tag	Tag 2: "Q1 2024"	Second tag addition
4	Add third tag	Third tag appears as chip, reaching the 3-tag limit	Tag 3: "High Value"	Third tag reaches limit
5	Attempt to add fourth tag	System prevents direct addition, shows validation or converts to overflow handling	Tag 4: "Tech"	Fourth tag limit enforcement
6	Verify tag limit enforcement behavior	Either shows "Maximum 3 tags allowed" message OR converts excess tags to "i" button hover	Visual feedback for limit	Limit enforcement method
7	If "i" button appears, hover over it	Hover displays additional tags that don't fit in the visible display	Hover should show "Tech" and any other overflow tags	"i" button functionality
8	Test tag removal from visible chips	Click "X" on any visible tag chip to remove it	Remove "Q1 2024" tag	Tag removal functionality
9	After removal, verify space for new tag	Can now add another tag since one was removed	Add "Premium" tag	Dynamic tag management
10	Test adding fifth tag after having 3 visible + overflow	Verify consistent overflow behavior with multiple excess tags	Add "Urgent" tag	Multiple overflow tags
11	Verify overflow hover shows all excess tags	"i" button hover displays all tags that don't fit in visible area	Should show "Tech" and "Urgent"	Multiple tag overflow display
12	Test tag persistence during segment creation	All tags (visible and overflow) are saved with the segment	Complete segment creation process	Tag persistence validation
13	Verify created segment displays tags correctly	Segment detail view shows proper tag display with overflow handling	Navigate to created segment	Tag display in segment view

Verification Points

Primary_Verification: Tag management works correctly with 3-tag limit and overflow handling
Secondary_Verifications: UI updates smoothly, hover functionality works, tags persist correctly
Negative_Verification: Cannot exceed tag limits inappropriately, overflow doesn't cause UI issues

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: No

Test Relationships

Blocking_Tests: Basic segment creation must work
Blocked_Tests: None
Parallel_Tests: Can run with other UI tests
Sequential_Tests: None

Additional Information

Notes: Enhances user experience for segment organization
Edge_Cases: Very long tag names, special characters in tags, rapid tag addition
Risk_Areas: UI layout with varying tag lengths, hover functionality across browsers
Security_Considerations: Tag content sanitization, XSS prevention

Missing Scenarios Identified

Scenario_1: Tag name length limits and truncation handling
Type: UI/UX
Rationale: Very long tag names could break layout
Priority: P3

Scenario_2: Tag auto-complete from existing system tags
Type: Enhancement
Rationale: User experience improvement
Priority: P4

Test Case 8: Engagement Rate Formula Mathematical Validation

Test Case ID: CRM03P1US3_TC_008
Title: Verify Engagement Rate Calculation Formula Accuracy (Engaged Contacts/Total Contacts Reached × 100)
Created By: Hetal
Created Date: 2025-01-20
Version: 1.0

Classification

Module/Feature: CRM Segment Management - Performance Calculations
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Segment-Management, API, Database, MOD-Calculations, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Engineering, Report-Product, Report-Performance-Metrics, Report-Revenue-Impact-Tracking, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Campaign-System, Integration-Email-Platform, Happy-Path

Business Context

Customer_Segment: All (Critical for performance measurement)
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: View performance metrics
Role_Restrictions: Cannot modify calculation formulas
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: 100% of engagement rate calculation
Integration_Points: Campaign System, Email Marketing Platform, Analytics Database
Code_Module_Mapped: Performance Calculation Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Engineering, Product, Performance-Metrics, Revenue-Impact-Tracking
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Engagement Rate Formula - "Engaged Contacts/Total Contacts Reached × 100", Performance Tab business rules
Related_Bugs: N/A
Related_Test_Cases: CRM03P1US3_TC_001, CRM03P1US3_TC_020

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 System, Email Marketing Platform, Analytics Database
Performance_Baseline: Calculation refresh <2 seconds
Data_Requirements: Enterprise Prospects with known engagement data, campaign performance metrics

Prerequisites

Setup_Requirements: Enterprise Prospects segment with campaign history
User_Roles_Permissions: Marketing Manager with performance analytics access
Test_Data:

Enterprise Prospects: 45 total contacts
Q1 Enterprise Outreach: 45 emails sent, 32 opened, 12 clicked
Engaged contacts calculation: 32 (opened) = engaged
Expected Engagement Rate: 32/45 × 100 = 71.11% Prior_Test_Cases: Campaign data must be properly set up

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Enterprise Prospects segment detail page	Segment detail page loads with KPI cards visible	Enterprise Prospects segment	Access performance data
2	Verify current Engagement Rate display in main KPI cards	Shows "76%" with "+4% vs last month" trend indicator	Expected: 76% (as per user story sample data)	Main KPI validation
3	Navigate to Performance tab to access detailed metrics	Performance tab opens showing segment performance cards	Click Performance tab	Detailed performance access
4	Locate Engagement Rate in Performance tab metrics	Shows detailed engagement rate with calculation breakdown	Performance metrics section	Detailed rate display
5	Verify mathematical calculation accuracy for Q1 Enterprise Outreach campaign	Campaign shows: Sent: 45, Opened: 32 (71.1%), calculation should be 32/45 × 100 = 71.11%	Q1 Enterprise Outreach campaign data	Individual campaign calculation
6	Cross-reference with raw data: verify 32 opened emails out of 45 sent	Raw engagement data matches displayed calculation	Database query: 32 engaged out of 45 total	Data accuracy validation
7	Calculate expected overall engagement rate manually	Manual calculation: Total engaged across all campaigns / Total contacts reached × 100	Manual: If multiple campaigns, aggregate engaged contacts	Overall rate validation
8	Verify engagement rate updates when new campaign data added	Add new campaign engagement data, verify rate recalculates correctly	Add test campaign with 10 sent, 8 engaged	Real-time calculation updates
9	Test edge case: segment with 0 engaged contacts	Engagement rate should show 0% or "No engagement data"	Test segment with no engagement	Zero engagement handling
10	Test edge case: segment with 100% engagement	All contacted contacts engaged, should show 100%	Test data: 10 sent, 10 engaged	Perfect engagement scenario
11	Verify decimal precision in calculations	Engagement rate displays appropriate decimal places (e.g., 71.1% not 71%)	Check decimal handling	Precision validation
12	Test calculation with large numbers	Formula accuracy with enterprise-scale contact volumes	Test with 1000 contacts, 760 engaged = 76.0%	Scalability validation

Verification Points

Primary_Verification: Engagement Rate formula (Engaged Contacts/Total Contacts Reached × 100) calculates mathematically correctly
Secondary_Verifications: Real-time updates work, decimal precision appropriate, edge cases handled
Negative_Verification: Division by zero handled gracefully, invalid data doesn't break calculations

Test Results (Template)

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Campaign data must be available
Blocked_Tests: Performance reporting depends on accurate calculations
Parallel_Tests: Can run with other calculation tests
Sequential_Tests: Should complete before dashboard KPI tests

Additional Information

Notes: Critical for business decision-making and ROI measurement
Edge_Cases: Zero division, floating point precision, very large numbers
Risk_Areas: Calculation accuracy with real-time data updates, performance with large datasets
Security_Considerations: Data integrity, calculation tampering prevention

Missing Scenarios Identified

Scenario_1: Engagement rate calculation with multiple email platforms
Type: Integration
Rationale: Enterprise customers may use multiple email systems
Priority: P2

Scenario_2: Historical engagement rate trend accuracy over 12+ months
Type: Performance
Rationale: Long-term business intelligence requirements
Priority: P2

Test Case 9: Geographic Distribution Analysis Validation

Test Case ID: CRM03P1US3_TC_009
Title: Verify Geographic Distribution Analysis with Country-wise Contact Breakdown and Percentage Coverage
Created By: Hetal
Created Date: 2025-01-20
Version: 1.0

Classification

Module/Feature: CRM Segment Management - Geographic 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, CRM-Segment-Management, UI, Database, MOD-Geographic-Analytics, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Module-Coverage, Report-QA, Report-Customer-Segment-Analysis, Report-Quality-Dashboard, Report-User-Acceptance, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Contact-Database, Happy-Path

Business Context

Customer_Segment: All (Marketing Managers analyzing geographic targeting)
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: View geographic analytics
Role_Restrictions: Cannot modify geographic data sources
Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of geographic distribution functionality
Integration_Points: Contact Database, Geographic Data Service
Code_Module_Mapped: Geographic Analytics Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: Geographic Distribution with country name, contact count, percentage coverage calculations
Related_Bugs: N/A
Related_Test_Cases: CRM03P1US3_TC_001, CRM03P1US3_TC_008

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: Contact Database, Geographic Data Service
Performance_Baseline: Geographic analysis loads <3 seconds
Data_Requirements: Enterprise Prospects with geographic distribution as per user story sample data

Prerequisites

Setup_Requirements: Enterprise Prospects segment with contacts from multiple countries
User_Roles_Permissions: Marketing Manager with geographic analytics access
Test_Data:

United States: 45 contacts (35%)
Canada: 28 contacts (22%)
United Kingdom: 22 contacts (17%)
Germany: 18 contacts (14%)
Australia: 15 contacts (12%)
Total: 128 contacts = 100% Prior_Test_Cases: Enterprise Prospects segment must exist with contact data

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Enterprise Prospects Performance tab	Performance tab loads showing various analytics sections	Enterprise Prospects > Performance tab	Geographic analytics access
2	Locate Geographic Distribution section	Section displays with country list and percentage bars	Geographic Distribution section	Visual layout validation
3	Verify United States entry	Shows "United States: 45 contacts" with "35%" coverage bar	US: 45 contacts, 35%	Highest volume country validation
4	Verify Canada entry	Shows "Canada: 28 contacts" with "22%" coverage bar	Canada: 28 contacts, 22%	Second highest country
5	Verify United Kingdom entry	Shows "United Kingdom: 22 contacts" with "17%" coverage bar	UK: 22 contacts, 17%	Third country validation
6	Verify Germany entry	Shows "Germany: 18 contacts" with "14%" coverage bar	Germany: 18 contacts, 14%	Fourth country validation
7	Verify Australia entry	Shows "Australia: 15 contacts" with "12%" coverage bar	Australia: 15 contacts, 12%	Fifth country validation
8	Validate percentage calculations manually	All percentages should sum to 100%: 35+22+17+14+12=100%	Mathematical validation: 35+22+17+14+12=100%	Percentage accuracy check
9	Verify contact count accuracy	Total contacts across countries should match segment total	Total: 45+28+22+18+15=128 contacts	Contact count validation
10	Test percentage bar visual representation	Percentage bars should be proportionally sized relative to percentages	Visual bars: US (35%) should be largest, Australia (12%) smallest	Visual proportion accuracy
11	Verify countries sorted by contact volume	Countries should appear in descending order by contact count	Order: US(45) > Canada(28) > UK(22) > Germany(18) > Australia(15)	Sorting validation
12	Test geographic data updates when contacts added	Add new contact from France, verify geographic distribution updates	Add French contact, verify France appears in list	Real-time geographic updates

Verification Points

Primary_Verification: Geographic distribution shows accurate country-wise breakdown with correct percentages totaling 100%
Secondary_Verifications: Visual representation proportionally correct, countries sorted by volume, real-time updates work
Negative_Verification: Percentages don't exceed 100%, no countries missing from contact data

Test Results (Template)

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Contact geographic data must be available
Blocked_Tests: Geographic targeting features depend on this
Parallel_Tests: Can run with other analytics tests
Sequential_Tests: Should complete after contact data setup

Additional Information

Notes: Important for geographic targeting and market analysis
Edge_Cases: Contacts without country data, very small percentages, many countries
Risk_Areas: Percentage calculation accuracy, geographic data quality
Security_Considerations: Geographic data privacy, location-based access restrictions

Missing Scenarios Identified

Scenario_1: Geographic distribution with 50+ countries
Type: Performance
Rationale: Global enterprise customer requirements
Priority: P3

Scenario_2: Geographic data accuracy with contact location changes
Type: Data Integrity
Rationale: Contact mobility and data accuracy
Priority: P2

Test Case 10: Export Functionality with CSV Structure Validation

Test Case ID: CRM03P1US3_TC_010
Title: Verify Export Data CSV Generation with Correct Column Structure and File Naming Conventions
Created By: Hetal
Created Date: 2025-01-20
Version: 1.0

Classification

Module/Feature: CRM Segment Management - Export Functionality
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Segment-Management, UI, Database, MOD-Export, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Module-Coverage, Report-Regression-Coverage, Report-QA, Report-User-Acceptance, Report-Integration-Testing, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Export-System, Happy-Path

Business Context

Customer_Segment: All (Marketing Managers exporting segment data)
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: Export segment data
Role_Restrictions: Cannot export system-wide data
Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of export functionality
Integration_Points: Export System, Contact Database, File System
Code_Module_Mapped: Export Module, CSV Generation Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Requirements Traceability

Related_Requirements: Export CSV Business Rules, Contact CSV structure (name, email, phone, company, position, status, score, tags, lastContact)
Related_Bugs: N/A
Related_Test_Cases: CRM03P1US3_TC_006, CRM03P1US3_TC_013

Test Environment

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Export System, Contact Database, Browser download capabilities
Performance_Baseline: CSV generation <10 seconds for 100 contacts
Data_Requirements: Enterprise Prospects segment with complete contact data

Prerequisites

Setup_Requirements: Enterprise Prospects segment with contacts having complete data fields
User_Roles_Permissions: Marketing Manager with export data permissions
Test_Data:

Sarah Johnson: sarah.johnson@techcorp.com, +1 (555) 123-4567, TechCorp Solutions, VP of Sales, Hot Lead, Score 92, Tags: Enterprise/Decision Maker, Last Contact: 2 days ago
Michael Chen: m.chen@innovatetech.io, +1 (555) 987-6543, InnovateTech, CTO, Qualified, Score 88, Tags: Tech/Executive, Last Contact: 1 week ago
David Thompson: d.thompson@futuretech.net, +1 (555) 321-0987, FutureTech Industries, CEO, Hot Lead, Score 95, Tags: Enterprise/CEO, Last Contact: 3 days ago Prior_Test_Cases: Contact data must be properly configured

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Enterprise Prospects segment Contacts tab	Contacts tab displays with contact list and "Export Data" button beside search bar	Enterprise Prospects > Contacts tab	Export access validation
2	Click "Export Data" button	CSV download initiates within 3 seconds, browser shows download progress	Click "Export Data" button	Export trigger validation
3	Verify CSV file naming convention	File name follows format: "Enterprise_Prospects_contacts_YYYY-MM-DD.csv"	Expected: Enterprise_Prospects_contacts_2025-01-20.csv	File naming convention
4	Open downloaded CSV file in spreadsheet application	CSV opens correctly with proper formatting and data separation	Open in Excel/Google Sheets	File format validation
5	Verify CSV column headers	Headers exactly match: name, email, phone, company, position, status, score, tags, lastContact	Column headers in row 1	Header structure validation
6	Verify Sarah Johnson data row	name: "Sarah Johnson", email: "sarah.johnson@techcorp.com", phone: "+1 (555) 123-4567", company: "TechCorp Solutions", position: "VP of Sales", status: "Hot Lead", score: "92", tags: "Enterprise;Decision Maker", lastContact: "18/01/2025"	Sarah Johnson complete row data	Individual contact data accuracy
7	Verify Michael Chen data row	name: "Michael Chen", email: "m.chen@innovatetech.io", phone: "+1 (555) 987-6543", company: "InnovateTech", position: "CTO", status: "Qualified", score: "88", tags: "Tech;Executive", lastContact: "13/01/2025"	Michael Chen complete row data	Second contact validation
8	Verify David Thompson data row	name: "David Thompson", email: "d.thompson@futuretech.net", phone: "+1 (555) 321-0987", company: "FutureTech Industries", position: "CEO", status: "Hot Lead", score: "95", tags: "Enterprise;CEO", lastContact: "17/01/2025"	David Thompson complete row data	Third contact validation
9	Verify date format consistency	All lastContact dates use DD/MM/YYYY format	Date format: 18/01/2025, 13/01/2025, 17/01/2025	Date format standardization
10	Verify tags handling with multiple tags	Multiple tags separated by semicolons (;) not commas	Tags: "Enterprise;Decision Maker", "Tech;Executive"	Multi-tag formatting
11	Verify UTF-8 character encoding	Special characters (accents, symbols) display correctly if present	Test with international names/characters	Character encoding validation
12	Test export with filtered contact list	Apply search filter, export should only include filtered contacts	Search "Sarah", export should only contain Sarah Johnson	Filtered export validation
13	Verify empty field handling	Empty/null fields show as blank cells, not placeholder text	Contacts with missing phone numbers show blank	Empty field handling
14	Test large dataset export performance	Export segment with 100+ contacts completes within 30 seconds	Large dataset performance test	Performance baseline validation

Verification Points

Primary_Verification: CSV export generates correctly formatted file with accurate contact data
Secondary_Verifications: File naming follows convention, all data fields present and correctly formatted, performance meets baseline
Negative_Verification: No data corruption, no missing contacts, no format errors

Test Results (Template)

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Contact data must be properly configured
Blocked_Tests: External system integrations depend on export format
Parallel_Tests: Can run with other export tests
Sequential_Tests: Should complete after contact data validation

Additional Information

Notes: Critical for data portability and external system integration
Edge_Cases: Very large files, special characters, network interruptions during download
Risk_Areas: Data completeness, file format consistency, download reliability
Security_Considerations: Data export permissions, sensitive data handling, audit trails

Missing Scenarios Identified

Scenario_1: Export performance with 10,000+ contacts
Type: Performance
Rationale: Enterprise scalability requirements
Priority: P2

Scenario_2: Export data validation with corrupted contact records
Type: Data Integrity
Rationale: Data quality assurance
Priority: P2

Test Case 11: CRM Administrator Role-Specific Testing

Test Case ID: CRM03P1US3_TC_011
Title: Verify CRM Administrator Role-Specific Permissions for System Oversight and Data Quality Management
Created By: Hetal
Created Date: 2025-01-20
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Segment-Management, Security, MOD-RBAC-Admin, P1-Critical, Phase-Security, Type-Security, Platform-Web, Report-Security-Validation, Report-Quality-Dashboard, Report-Engineering, Report-CSM, Report-Customer-Segment-Analysis, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Auth-System, Integration-User-Management, Happy-Path

Business Context

Customer_Segment: Enterprise (CRM Administrator role requirements)
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Role-Based Context

User_Role: CRM Administrator
Permission_Level: System-wide administrative access
Role_Restrictions: Cannot modify core system architecture
Multi_Role_Scenario: Yes (compared against Marketing Manager)

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 20 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of CRM Administrator role functionality
Integration_Points: Authentication System, User Management System, Data Quality System
Code_Module_Mapped: RBAC Module, Admin Module, Data Quality Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Requirements Traceability

Related_Requirements: CRM Administrator role - system oversight, permissions management, data integrity responsibilities
Related_Bugs: N/A
Related_Test_Cases: CRM03P1US3_TC_005, CRM03P1US3_TC_014

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: Authentication System, User Management System, Data Quality System
Performance_Baseline: Administrative operations <1 second
Data_Requirements: CRM Administrator account with full permissions

Prerequisites

Setup_Requirements: CRM Administrator account configured with appropriate permissions
User_Roles_Permissions: CRM Administrator: admin.user@company.com with full system access
Test_Data:

Multiple segments created by different Marketing Managers
System configuration settings
User permission matrices Prior_Test_Cases: User accounts and permissions properly configured

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Login as CRM Administrator	Access granted to full CRM system with administrative dashboard visible	User: admin.user@company.com	Admin role authentication
2	Verify access to all segments regardless of creator	Can view and access segments created by all Marketing Managers	View Enterprise Prospects (created by john.smith), Marketing Engagers (created by other user)	BR-1: View all segments permission
3	Verify ability to edit any segment	Edit functionality available for segments created by other users	Edit Enterprise Prospects created by Marketing Manager	BR-2: Edit any segment permission
4	Access system-wide segment statistics	Can view overall system metrics beyond individual segment performance	System dashboard showing total segments across all users	System-wide visibility
5	Verify user management access	Can access user management interface to view and modify user permissions	Navigate to user management section	BR-3: User management access
6	Test user permission modification	Can modify Marketing Manager permissions and access levels	Change permissions for john.smith@company.com	Permission management capability
7	Access data quality monitoring tools	Can view data validation rules, contact accuracy metrics, and quality reports	Data quality dashboard	BR-4: Data integrity oversight
8	Verify segment audit trail access	Can view complete activity history for all segments including creator information	View audit logs for Enterprise Prospects	Complete audit trail visibility
9	Test system configuration access	Can access and modify system-wide segment settings and defaults	System configuration menu	System administration access
10	Verify bulk operations capability	Can perform bulk actions on multiple segments simultaneously	Select multiple segments for bulk status change	Bulk administrative operations
11	Test data export at system level	Can export system-wide data including all segments and user activity	Export all segments data	System-wide export capability
12	Verify override capabilities	Can override Marketing Manager restrictions (e.g., edit segments they cannot)	Override segment locked by business rules	Administrative override powers
13	Test system health monitoring	Can access system performance metrics, error logs, and health indicators	System health dashboard	System monitoring access
14	Verify compliance and reporting access	Can access compliance reports, audit trails, and regulatory documentation	Compliance reporting section	Regulatory oversight capability

Verification Points

Primary_Verification: CRM Administrator has complete system oversight with all necessary permissions for data integrity and user management
Secondary_Verifications: All administrative functions work correctly, permissions properly enforced, audit trails complete
Negative_Verification: Administrative functions not available to Marketing Manager role, proper separation of duties

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: User management system must be operational
Blocked_Tests: All other role-based tests depend on proper admin setup
Parallel_Tests: Cannot run parallel due to permission dependencies
Sequential_Tests: Must complete before Marketing Manager role tests

Additional Information

Notes: Critical for enterprise security and compliance requirements
Edge_Cases: Permission conflicts, concurrent administrative operations, system-wide changes during user sessions
Risk_Areas: Excessive permissions, data integrity risks, security vulnerabilities
Security_Considerations: Administrative privilege abuse, audit trail completeness, regulatory compliance

Missing Scenarios Identified

Scenario_1: Multi-tenant environment administrative boundaries
Type: Security
Rationale: Enterprise customers with multiple business units
Priority: P1

Scenario_2: Administrative action rollback and recovery procedures
Type: Data Integrity
Rationale: Mistake recovery and business continuity
Priority: P2

Test Case 12: API Integration Critical Level Testing

Test Case ID: CRM03P1US3_TC_012
Title: Verify Critical API Integration Points with Campaign System, Contact Database, and Export Services (Importance ≥7)
Created By: Hetal
Created Date: 2025-01-20
Version: 1.0

Classification

Module/Feature: CRM Segment Management - API Integrations
Test Type: API
Test Level: Integration
Priority: P1-Critical
Execution Phase: Integration
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Segment-Management, API, Database, MOD-API-Integration, P1-Critical, Phase-Integration, Type-API, Platform-Web, Report-API-Test-Results, Report-Integration-Testing, Report-Engineering, Report-Quality-Dashboard, Report-Performance-Metrics, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Campaign-System, Integration-Contact-Database, Integration-Export-System, Happy-Path

Business Context

Customer_Segment: Enterprise (High-volume API usage)
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Role-Based Context

User_Role: System Integration
Permission_Level: API access with authentication tokens
Role_Restrictions: Rate limiting enforced
Multi_Role_Scenario: No

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 25 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of critical API integration points (≥7 importance)
Integration_Points: Campaign System API, Contact Database API, Export System API, Authentication API
Code_Module_Mapped: API Gateway, Integration Services
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: API Integration Points - Campaign System, Contact Database, Email Marketing Platform, Export Service integrations
Related_Bugs: N/A
Related_Test_Cases: CRM03P1US3_TC_008, CRM03P1US3_TC_010

Test Environment

Environment: Staging
Browser/Version: API Testing Tools (Postman, REST Client)
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: N/A (API Testing)
Dependencies: Campaign System API, Contact Database API, Export System API, Authentication Service
Performance_Baseline: API response times <500ms for critical operations
Data_Requirements: Valid API keys, test segments, campaign data

Prerequisites

Setup_Requirements: API endpoints configured, authentication tokens valid
User_Roles_Permissions: API access credentials with appropriate scopes
Test_Data:

Valid API authentication token
Enterprise Prospects segment ID
Campaign performance data
Contact database records Prior_Test_Cases: System integration infrastructure must be operational

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Test Authentication API endpoint (Importance: 9/10)	POST /api/auth/login returns valid JWT token with 200 status	POST body: {"email":"api.user@company.com","password":"validPassword"}	Critical: Authentication foundation
2	Verify API token validation	GET /api/segments with valid token returns segment list	Authorization: Bearer {jwt_token}	Token validation mechanism
3	Test Contact Retrieval API (Importance: 9/10)	GET /api/contacts returns contact data with correct structure	GET /api/contacts?segment=enterprise-prospects	Critical: Contact data integration
4	Verify contact data structure	API returns: id, name, email, phone, company, position, status, score, tags, lastContact	Response validation for Sarah Johnson contact	Data structure compliance
5	Test Segment Creation API (Importance: 8/10)	POST /api/segments creates new segment and returns 201 status	POST body: {"name":"API Test Segment","description":"Test segment","contacts":["contact1","contact2"]}	Critical: Segment creation via API
6	Verify segment creation response	API returns created segment with assigned ID and metadata	Response includes: id, name, description, status, createdDate, contactCount	Creation confirmation
7	Test Campaign Performance API (Importance: 8/10)	GET /api/campaigns/performance/{segmentId} returns accurate campaign metrics	GET /api/campaigns/performance/enterprise-prospects	Critical: Performance data integration
8	Verify campaign metrics structure	API returns: campaignName, sent, opened, clicked, converted, revenue, engagementRate	Response validation for Q1 Enterprise Outreach metrics	Campaign data accuracy
9	Test Export Generation API (Importance: 7/10)	POST /api/segments/{id}/export triggers CSV generation and returns download URL	POST /api/segments/enterprise-prospects/export	Export system integration
10	Verify export file accessibility	Generated export URL returns valid CSV file with correct data	Download URL should return CSV with contact data	Export file validation
11	Test API rate limiting	Exceed rate limit returns 429 status with appropriate headers	Send 100+ rapid requests to API endpoint	Rate limiting enforcement
12	Verify error handling	Invalid requests return proper HTTP status codes and error messages	Send malformed JSON, invalid IDs, unauthorized requests	Error response validation
13	Test API response performance	All critical API endpoints respond within 500ms baseline	Measure response times for auth, contacts, segments, campaigns APIs	Performance baseline compliance
14	Verify data consistency between API and UI	API data matches what's displayed in web interface	Compare API response with UI display for same segment	Data consistency validation

Verification Points

Primary_Verification: All critical API endpoints (≥7 importance) function correctly with proper authentication, data accuracy, and performance
Secondary_Verifications: Error handling works correctly, rate limiting enforced, data consistency maintained
Negative_Verification: Unauthorized access blocked, malformed requests rejected, sensitive data protected

Test Results (Template)

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Authentication system must be operational
Blocked_Tests: All API-dependent features rely on these endpoints
Parallel_Tests: Can run parallel API endpoint tests
Sequential_Tests: Authentication must pass before other API tests

Additional Information

Notes: Critical for system integration and third-party connectivity
Edge_Cases: Network failures, timeout scenarios, concurrent API usage
Risk_Areas: Data security, performance degradation, integration failures
Security_Considerations: API key security, data encryption in transit, SQL injection prevention

Missing Scenarios Identified

Scenario_1: API versioning compatibility testing
Type: Integration
Rationale: Backward compatibility for existing integrations
Priority: P1

Scenario_2: API webhook integration for real-time updates
Type: Integration
Rationale: Real-time data synchronization requirements
Priority: P2

Test Case 13: Segment Detail View Layout Changes Validation

Test Case ID: CRM03P1US3_TC_013
Title: Verify Segment Detail View Layout Changes - Add Contacts Button Positioning and Export Data Button Replacement
Created By: Hetal
Created Date: 2025-01-20
Version: 1.0

Classification

Module/Feature: CRM Segment Management - Detail View Layout
Test Type: UI
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Segment-Management, UI, MOD-Detail-View-Layout, P1-Critical, Phase-Smoke, Type-UI, Platform-Web, Report-Quality-Dashboard, Report-Smoke-Test-Results, Report-Engineering, Report-Product, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-UI-Components, Happy-Path

Business Context

Customer_Segment: All (Marketing Managers using detail view)
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 detail access
Role_Restrictions: Cannot modify layout configurations
Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of segment detail view layout changes
Integration_Points: UI Components, Export System
Code_Module_Mapped: Detail View Module, UI Layout Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: Layout change specifications - Add Contacts button positioning, Export Data button replacement, 3 dots menu removal
Related_Bugs: N/A
Related_Test_Cases: CRM03P1US3_TC_005, CRM03P1US3_TC_010

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: UI Component Library, Export System
Performance_Baseline: Layout renders <500ms
Data_Requirements: Enterprise Prospects segment with contacts

Prerequisites

Setup_Requirements: Enterprise Prospects segment with contact data
User_Roles_Permissions: Marketing Manager with detail view access
Test_Data:

Enterprise Prospects: 45 contacts (Sarah Johnson, Michael Chen, David Thompson)
Segment status: Active
Contact data available for export Prior_Test_Cases: CRM03P1US3_TC_003 (segment creation)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Enterprise Prospects segment detail view	Segment detail page loads showing header with segment information	Enterprise Prospects detail page	Layout access validation
2	Verify "Add Contacts" button position in top-right corner	"Add Contacts" button appears in top-right corner beside segment header, NOT beside search bar	Button location: Top-right corner of page	Your specification: Add Contacts moved to top-right
3	Verify 3 dots menu no longer exists in segment detail header	No 3 dots menu visible in segment detail header area	Expected: No 3 dots menu present	Your specification: 3 dots menu removed
4	Navigate to Contacts tab in segment detail	Contacts tab displays with contact list and search functionality	Click Contacts tab	Contacts tab access
5	Verify "Export Data" button beside search bar	"Export Data" button appears beside search bar where "Add Contacts" previously was	Button location: Beside search bar in Contacts tab	Your specification: Export Data replaces Add Contacts
6	Verify "Add Contacts" button NOT present in Contacts tab	No "Add Contacts" button visible beside search bar in Contacts tab	Expected: No Add Contacts button in tab	Confirmation of button relocation
7	Test "Add Contacts" button functionality from top-right position	Clicking top-right "Add Contacts" opens modal "Add Contacts to Enterprise Prospects"	Click Add Contacts (top-right)	Functionality validation from new position
8	Test "Export Data" button functionality from Contacts tab	Clicking "Export Data" initiates CSV download of segment contacts	Click Export Data (beside search)	Export functionality from new position
9	Verify modal workflow from repositioned button	Add Contacts modal functions correctly with all features (search, filters, selection)	Complete modal workflow	Full functionality validation
10	Verify export functionality matches previous behavior	CSV download contains correct contact data with proper formatting	Verify CSV contents	Export behavior consistency
11	Test layout responsiveness with new button positions	Layout adapts correctly on different screen sizes maintaining button accessibility	Test on 1366x768, 1024x768 resolutions	Responsive design validation
12	Navigate between tabs and verify button persistence	Buttons remain in correct positions when switching between Performance, Activity, Notes tabs	Switch between all tabs	Layout consistency across tabs

Verification Points

Primary_Verification: Layout changes implemented correctly - Add Contacts moved to top-right, Export Data replaced Add Contacts in Contacts tab, 3 dots menu removed
Secondary_Verifications: All buttons functional from new positions, responsive design maintained, layout consistent across tabs
Negative_Verification: No duplicate buttons, no orphaned UI elements, no functionality lost in transition

Test Results (Template)

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: CRM03P1US3_TC_003 (segment must exist)
Blocked_Tests: Export functionality tests depend on layout
Parallel_Tests: Can run with other UI layout tests
Sequential_Tests: Should complete before export workflow tests

Additional Information

Notes: Critical UI changes affecting daily user workflow
Edge_Cases: Very narrow screen widths, browser zoom levels, long segment names
Risk_Areas: Button accessibility, responsive design, user workflow disruption
Security_Considerations: Ensure new button positions maintain proper access controls

Missing Scenarios Identified

Scenario_1: Button positioning with very long segment names
Type: UI/UX
Rationale: Layout stability with dynamic content
Priority: P3

Scenario_2: Keyboard navigation with new button positions
Type: Accessibility
Rationale: Tab order and keyboard accessibility
Priority: P2

Test Case 14: Edit Segment Modal Two-Tab Structure and Stepper Workflow

Test Case ID: CRM03P1US3_TC_014
Title: Verify Edit Segment Modal Two-Tab Structure with Segment Details and Add Contacts Stepper Workflow
Created By: Hetal
Created Date: 2025-01-20
Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Segment-Management, UI, MOD-Edit-Modal, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Smoke-Test-Results, Report-Engineering, Report-Product, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Contact-Database, Happy-Path

Business Context

Customer_Segment: All (Marketing Managers editing segments)
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 editing access
Role_Restrictions: Cannot edit segments created by other users
Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of edit segment modal functionality
Integration_Points: Contact Database, Segment Database, UI Components
Code_Module_Mapped: Edit Modal Module, Stepper Component, Contact Selection Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Requirements Traceability

Related_Requirements: Edit Segment Modal with stepper form workflow, Segment Details tab, Add Contacts tab
Related_Bugs: N/A
Related_Test_Cases: CRM03P1US3_TC_003, CRM03P1US3_TC_004

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: Contact Database, Segment Database, UI Component Library
Performance_Baseline: Modal opens <500ms, tab switching <200ms
Data_Requirements: Enterprise Prospects segment with existing contacts, additional contacts available for addition

Prerequisites

Setup_Requirements: Enterprise Prospects segment with current data
User_Roles_Permissions: Marketing Manager with edit permissions
Test_Data:

Enterprise Prospects: Current - 45 contacts, Active status, description "High-value enterprise leads for Q1 2024"
Available for addition: Emily Rodriguez, additional test contacts Prior_Test_Cases: CRM03P1US3_TC_003 (segment creation)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Click edit icon for Enterprise Prospects in actions column	Edit Segment modal opens with title "Edit Segment: Enterprise Prospects" and two tab structure visible	Edit Enterprise Prospects segment	Modal access with tab structure
2	Verify "Segment Details" tab is active by default	"Segment Details" tab highlighted as active, showing segment information form	Default tab: Segment Details	Initial tab state validation
3	Verify Segment Details tab content	Shows Segment Name field (pre-filled), Status dropdown (Active selected), Description field, Current Segment Stats section	Current data: Enterprise Prospects, Active, description, 45 contacts, 3 campaigns, created 1/15/2024	Pre-populated data validation
4	Modify segment name in Segment Details tab	Name field accepts changes, validates uniqueness	Change to: "Q1 Enterprise Leads 2024"	Name modification functionality
5	Change status from Active to Inactive	Status dropdown allows selection, shows validation if campaigns are active	Change status: Active to Inactive	Status change with campaign dependency validation
6	Update description text	Description field accepts up to 500 characters	New description: "Updated Q1 enterprise prospects targeting high-value technology companies"	Description modification
7	Click "Add Contacts" tab	Tab switches to contact addition interface, showing search and filter options	Click Add Contacts tab	Tab switching functionality
8	Verify Add Contacts tab content structure	Shows search bar, Status Filter dropdown, Score Range slider (0-100), contact selection area	Add Contacts tab layout	Contact addition interface
9	Search for contacts not currently in segment	Search filters available contacts excluding current segment members	Search: "Emily" (should show Emily Rodriguez if not in segment)	Contact search functionality
10	Apply Status Filter in Add Contacts tab	Filter dropdown shows options: All statuses, Hot Lead, Qualified, Nurturing	Filter: Qualified (should show qualified contacts not in segment)	Status-based filtering
11	Use Score Range slider for contact filtering	Slider adjusts range, contact list updates to show contacts within score range	Score Range: 80-100	Score-based filtering
12	Select contacts to add using checkboxes	Individual contact selection with checkbox interactions	Select: Emily Rodriguez, David Thompson (if available)	Contact selection workflow
13	Verify "Select all X contacts" functionality	Bulk selection checkbox selects all currently filtered/visible contacts	Click "Select all" for visible filtered contacts	Bulk selection feature
14	Switch back to Segment Details tab and verify changes preserved	Tab switch maintains all changes made in Segment Details	Return to Segment Details tab	Data persistence across tabs
15	Click "Save Changes" button	Modal closes, segment updates with new details and added contacts, redirects to updated segment detail view	Complete save process	Stepper workflow completion

Verification Points

Primary_Verification: Edit Segment modal functions as two-tab stepper workflow with proper data persistence and validation
Secondary_Verifications: Tab switching works smoothly, all form validations active, contact addition integrates properly
Negative_Verification: Cannot save invalid data, tab switching doesn't lose changes, duplicate contacts not added

Test Results (Template)

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: CRM03P1US3_TC_003 (segment must exist)
Blocked_Tests: Advanced segment management features
Parallel_Tests: Cannot run parallel due to data modification
Sequential_Tests: Should complete before contact validation tests

Additional Information

Notes: Core business workflow for segment management
Edge_Cases: Network interruption during save, very large contact additions, browser refresh during edit
Risk_Areas: Data persistence across tabs, validation accuracy, stepper workflow integrity
Security_Considerations: Edit permissions validation, data integrity during multi-step process

Missing Scenarios Identified

Scenario_1: Edit workflow with concurrent user modifications
Type: Concurrency
Rationale: Multi-user environment data integrity
Priority: P2

Scenario_2: Tab switching performance with large contact datasets
Type: Performance
Rationale: User experience with enterprise data volumes
Priority: P3

Test Case 15: Performance Tab Complete Component Validation

Test Case ID: CRM03P1US3_TC_015
Title: Verify Performance Tab Complete Components - 4-Month Engagement Trend Chart, Contact Growth, and Campaign Revenue Table
Created By: Hetal
Created Date: 2025-01-20
Version: 1.0

Classification

Module/Feature: CRM Segment Management - Performance Tab 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, CRM-Segment-Management, UI, Database, MOD-Performance-Analytics, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Module-Coverage, Report-Performance-Metrics, Report-QA, Report-User-Acceptance, Report-Quality-Dashboard, Customer-All, Risk-Medium, Business-High, Revenue-Impact-High, Integration-Campaign-System, Integration-Analytics, Happy-Path

Business Context

Customer_Segment: All (Marketing Managers analyzing segment performance)
Revenue_Impact: High
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Role-Based Context

User_Role: Marketing Manager
Permission_Level: View performance analytics
Role_Restrictions: Cannot modify analytics data
Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of Performance tab analytics components
Integration_Points: Campaign System, Analytics Database, Chart Library
Code_Module_Mapped: Performance Analytics Module, Chart Rendering Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: Performance Tab - Contact Growth, 4-Month Engagement Trend Chart, Campaign Performance Table with Revenue
Related_Bugs: N/A
Related_Test_Cases: CRM03P1US3_TC_008, CRM03P1US3_TC_009

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 System, Analytics Database, Chart Rendering Library
Performance_Baseline: Performance tab loads <3 seconds, charts render <2 seconds
Data_Requirements: Enterprise Prospects with 4 months of historical engagement data

Prerequisites

Setup_Requirements: Enterprise Prospects segment with historical campaign performance data
User_Roles_Permissions: Marketing Manager with performance analytics access
Test_Data:

Contact Growth: +18 contacts (+12.3% monthly growth)
Avg. Open Rate: 63.0% (+5.2% trend)
Avg. Click Rate: 19.3% (-1.3% trend)
4-Month Trend Data: Oct(27), Nov(33), Dec(24), Jan(36)
Campaign Revenue: Q1 Enterprise Outreach($15,000), Product Demo($8,000), Holiday Promotion($2,500) Prior_Test_Cases: Campaign data must be configured

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Enterprise Prospects Performance tab	Performance tab loads showing all analytics components within 3 seconds	Enterprise Prospects > Performance tab	Performance baseline validation
2	Verify Contact Growth metric display	Shows "Contact Growth: +18" with green up arrow and "+12.3%" indicator	Contact Growth: +18 (+12.3%)	Monthly growth calculation
3	Verify Avg. Open Rate metric display	Shows "Avg. Open Rate: 63.0%" with "+5.2%" positive trend indicator	Open Rate: 63.0% (+5.2%)	Average open rate across campaigns
4	Verify Avg. Click Rate metric display	Shows "Avg. Click Rate: 19.3%" with "-1.3%" negative trend indicator	Click Rate: 19.3% (-1.3%)	Average click rate with trend
5	Locate 4-Month Engagement Trend chart	Chart renders within 2 seconds showing line graph with 4 data points	Chart timeline: Oct, Nov, Dec, Jan	Chart rendering performance
6	Verify engagement trend data points	Chart shows Oct(27), Nov(33), Dec(24), Jan(36) with proper line connections	Data points: 27→33→24→36	Historical trend accuracy
7	Verify chart interactivity	Hover over data points shows exact values and dates	Hover functionality on chart points	Chart interactivity validation
8	Verify Y-axis scaling	Chart Y-axis scales appropriately (0-40 range) to display data clearly	Y-axis range: 0-40	Chart scaling accuracy
9	Locate Campaign Performance section	Section displays table with campaign names and performance metrics	Campaign Performance table	Performance table structure
10	Verify Q1 Enterprise Outreach campaign data	Shows: Sent(45), Opened(32/71.1%), Clicked(12/26.7%), Converted(3/6.7%), Revenue($15,000)	Q1 Enterprise Outreach: $15,000 revenue	Campaign revenue display
11	Verify Product Demo Campaign data	Shows: Sent(45), Opened(28/62.2%), Clicked(8/17.8%), Converted(2/4.4%), Revenue($8,000)	Product Demo Campaign: $8,000 revenue	Second campaign validation
12	Verify Holiday Promotion campaign data	Shows: Sent(45), Opened(25/55.6%), Clicked(6/13.3%), Converted(1/2.2%), Revenue($2,500)	Holiday Promotion: $2,500 revenue	Third campaign validation
13	Calculate total revenue validation	Manual calculation: $15,000 + $8,000 + $2,500 = $25,500 total campaign revenue	Total Revenue: $25,500	Revenue summation accuracy
14	Test chart responsiveness	Chart adapts properly to different screen sizes while maintaining readability	Test at 1366x768, 1024x768	Responsive chart design

Verification Points

Primary_Verification: All Performance tab components display correctly with accurate data and proper visual representation
Secondary_Verifications: Charts render within performance baseline, interactive elements work, calculations are mathematically correct
Negative_Verification: No missing data points, no chart rendering errors, no calculation discrepancies

Test Results (Template)

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Campaign performance data must be available
Blocked_Tests: Advanced analytics features depend on basic performance
Parallel_Tests: Can run with other analytics tests
Sequential_Tests: Should complete after campaign data setup

Additional Information

Notes: Critical for business performance analysis and decision making
Edge_Cases: Missing campaign data, very large revenue numbers, chart rendering with gaps
Risk_Areas: Chart library compatibility, data calculation accuracy, performance with large datasets
Security_Considerations: Revenue data sensitivity, performance data access controls

Missing Scenarios Identified

Scenario_1: Performance tab with 12+ months of historical data
Type: Performance
Rationale: Long-term business intelligence requirements
Priority: P3

Scenario_2: Chart performance with real-time data updates
Type: Performance
Rationale: Live dashboard requirements
Priority: P2

Test Case 16: Notes Tab Complete Functionality Validation

Test Case ID: CRM03P1US3_TC_016
Title: Verify Notes Tab Complete Functionality - Note Creation, Editing, Persistence, and Ctrl+Enter Shortcut
Created By: Hetal
Created Date: 2025-01-20
Version: 1.0

Classification

Module/Feature: CRM Segment Management - Notes Management
Test Type: Functional
Test Level: System
Priority: P3-Medium
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Segment-Management, UI, Database, MOD-Notes-Management, P3-Medium, Phase-Regression, Type-Functional, Platform-Web, Report-Module-Coverage, Report-Regression-Coverage, Report-QA, Report-User-Acceptance, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-Database, Happy-Path

Business Context

Customer_Segment: All (Marketing Managers documenting segment insights)
Revenue_Impact: Low
Business_Priority: Could-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Role-Based Context

User_Role: Marketing Manager
Permission_Level: Full notes management access
Role_Restrictions: Can only edit own notes
Multi_Role_Scenario: Yes (notes show author attribution)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of notes management functionality
Integration_Points: Database, User Authentication System
Code_Module_Mapped: Notes Module, Text Editor Component
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Module-Coverage, Regression-Coverage, QA, User-Acceptance
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability

Related_Requirements: Notes Tab - note creation, editing, persistence, Ctrl+Enter shortcut, character limits, author attribution
Related_Bugs: N/A
Related_Test_Cases: CRM03P1US3_TC_005

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: Database, User Authentication System
Performance_Baseline: Note operations <1 second
Data_Requirements: Enterprise Prospects segment, user authentication

Prerequisites

Setup_Requirements: Enterprise Prospects segment accessible
User_Roles_Permissions: Marketing Manager with notes access (john.smith@company.com)
Test_Data:

User: John Smith (for note attribution)
Test note content: Various lengths including maximum character limit Prior_Test_Cases: User authentication working

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Enterprise Prospects Notes tab	Notes tab displays with text area and "Add Note" button	Enterprise Prospects > Notes tab	Notes interface access
2	Verify placeholder text in text area	Text area shows "Add a new note about this segment... (Ctrl+Enter to save)"	Placeholder text guidance	User instruction display
3	Enter first note content	Text area accepts input, character counter appears if applicable	Note: "Q1 performance exceeded expectations. Planning to expand segment for Q2 campaigns."	Basic note creation
4	Click "Add Note" button	Note saves successfully, appears in notes list with timestamp and author	Save via button click	Standard save method
5	Verify note display format	Shows note content, author "John Smith", timestamp with current date/time	Display: John Smith, [current timestamp]	Note attribution and timestamp
6	Enter second note using Ctrl+Enter shortcut	Note saves without clicking button, appears in chronological list	Note: "Contact quality remains high with 92% engagement rate." Shortcut: Ctrl+Enter	Keyboard shortcut validation
7	Test character limit enforcement	Text area prevents input beyond 2000 characters or shows warning	Input: 2001 character string	Character limit validation
8	Test empty note validation	Attempting to save empty note shows validation error	Empty text area, click Add Note	Empty note prevention
9	Add multiple notes and verify chronological ordering	Notes appear with most recent first in descending chronological order	Add 3rd note: "Geographic expansion to EMEA showing promise"	Chronological display order
10	Test note persistence across browser sessions	Close browser, reopen, navigate to Notes tab - notes still present	Browser session test	Data persistence validation
11	Test special characters and formatting	Notes accept special characters, line breaks, basic formatting	Note with: "Test note with special chars: @#$%^&*()_+{}	:<>?"
12	Verify note editing restrictions	Can only edit own notes within 24-hour window (if implemented)	Attempt to edit existing note	Edit permission validation
13	Test note display with very long content	Long notes display properly with appropriate formatting/truncation	Note with 1500+ characters	Long content handling
14	Test rate limiting on note creation	System prevents spam by limiting note creation frequency	Rapidly create 5+ notes	Rate limiting enforcement

Verification Points

Primary_Verification: Notes management functions completely with creation, persistence, and proper attribution
Secondary_Verifications: Keyboard shortcuts work, character limits enforced, chronological ordering correct
Negative_Verification: Cannot save empty notes, cannot exceed character limits, rate limiting prevents spam

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: User authentication must work
Blocked_Tests: None
Parallel_Tests: Can run with other documentation tests
Sequential_Tests: None

Additional Information

Notes: Enhances collaboration and documentation capabilities
Edge_Cases: Very long notes, concurrent note editing, browser crashes during note creation
Risk_Areas: Data persistence, character encoding, user attribution accuracy
Security_Considerations: Note content sanitization, user permission validation

Missing Scenarios Identified

Scenario_1: Note search and filtering functionality
Type: Enhancement
Rationale: User experience with many notes
Priority: P4

Scenario_2: Note export and backup capabilities
Type: Enhancement
Rationale: Data portability requirements
Priority: P4

Test Case 17: Activity Tab Management and Add Activity Workflow

Test Case ID: CRM03P1US3_TC_017
Title: Verify Activity Tab Complete Management - Add Activity Modal, Filtering, Categorization, and Real-Time Updates
Created By: Hetal
Created Date: 2025-01-20
Version: 1.0

Classification

Module/Feature: CRM Segment Management - Activity 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, CRM-Segment-Management, UI, Database, MOD-Activity-Management, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Module-Coverage, Report-Regression-Coverage, Report-QA, Report-User-Acceptance, Report-Quality-Dashboard, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Activity-System, Integration-User-System, Happy-Path

Business Context

Customer_Segment: All (Marketing Managers tracking segment activities)
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 activity management access
Role_Restrictions: Cannot delete system-generated activities
Multi_Role_Scenario: Yes (activities show performer attribution)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of activity management functionality
Integration_Points: Activity System, User System, Timeline Component
Code_Module_Mapped: Activity Module, Timeline Module, Modal Component
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Requirements Traceability

Related_Requirements: Activity Tab - timeline display, Add Activity modal, activity filtering, categorization, real-time updates
Related_Bugs: N/A
Related_Test_Cases: CRM03P1US3_TC_005, CRM03P1US3_TC_016

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 System, User System, Timeline Rendering
Performance_Baseline: Activity operations <1 second, timeline loads <2 seconds
Data_Requirements: Enterprise Prospects with existing activities, user authentication

Prerequisites

Setup_Requirements: Enterprise Prospects segment with activity history
User_Roles_Permissions: Marketing Manager with activity management access
Test_Data:

Existing activities: Segment Optimization (AI), Deal Created (Account Executive), Social Engagement (Marketing Team), Phone Outreach (Sales Team)
User: John Smith for new activity creation Prior_Test_Cases: Activities must be pre-configured

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Enterprise Prospects Activity tab	Activity tab loads showing "Segment Activity Timeline" with existing activities within 2 seconds	Enterprise Prospects > Activity tab	Timeline loading performance
2	Verify activity timeline display	Shows activities in reverse chronological order with icons, titles, descriptions, timestamps	Timeline: Segment Optimization (Feb 8), Deal Created (Feb 5), Social Engagement (Feb 3), Phone Outreach (Jan 30)	Activity chronological ordering
3	Verify Segment Optimization activity details	Shows optimization icon, "AI Optimization" type, "Applied machine learning insights..." description, "Feb 8, 2024, 15:00" timestamp	Activity: AI-powered segment optimization, 15% conversion increase prediction	System-generated activity validation
4	Verify Deal Created activity details	Shows deal icon, "Account Executive" type, "$50,000 with TechCorp Inc..." description, "Feb 5, 2024, 17:15" timestamp	Activity: New deal opportunity created, moved to qualification stage	Sales activity validation
5	Verify Social Engagement activity details	Shows social icon, "Marketing Team" type, "LinkedIn engagement..." description, "Feb 3, 2024, 10:20" timestamp	Activity: Engaged with 45 prospects, 25 connection requests sent	Marketing activity validation
6	Verify Phone Outreach activity details	Shows phone icon, "Sales Team" type, "Started cold calling..." description, "Jan 30, 2024, 15:45" timestamp	Activity: 12 calls completed, 3 positive responses	Outreach activity validation
7	Click "Filter" button	Filter panel opens showing activity type options, date range, team member filters	Filter options: Activity Type, Date Range, User Filter	Activity filtering access
8	Apply activity type filter	Filter by "Marketing Team" shows only social engagement and marketing activities	Filter: Marketing Team activities only	Type-based filtering
9	Apply date range filter	Filter shows activities within selected date range only	Date range: Feb 1-15, 2024	Date-based filtering
10	Clear filters and click "Add Activity" button	"Add Activity" modal opens with form fields for new activity entry	Green "Add Activity" button	Manual activity creation access
11	Fill Add Activity modal form	Modal shows Activity Type dropdown, Description field, Details field, Performer field	Activity Type: Email Campaign, Description: "Q2 email campaign launched", Details: "Sent 500 targeted emails to segment", Performer: John Smith	New activity form completion
12	Save new activity	Activity saves successfully, appears at top of timeline with current timestamp	New activity: Email Campaign Launch, Marketing Team, Current timestamp	Activity creation and timeline update
13	Verify real-time activity updates	New activity appears immediately without page refresh	Real-time timeline update	Real-time functionality validation
14	Test activity edit capability	Can edit manually created activities (if feature exists), cannot edit system activities	Attempt to edit Email Campaign activity vs AI Optimization	Edit permission validation
15	Verify activity performer attribution	Each activity shows correct performer/team attribution	Activities show: AI Optimization (System), Deal Created (Account Executive), etc.	Attribution accuracy

Verification Points

Primary_Verification: Activity timeline functions completely with proper chronological display, filtering, and manual activity creation
Secondary_Verifications: Real-time updates work, filtering operates correctly, modal functionality complete
Negative_Verification: Cannot edit system activities, filters don't show irrelevant activities, required fields validated

Test Results (Template)

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: Activity system must be operational
Blocked_Tests: Activity reporting features
Parallel_Tests: Can run with other timeline tests
Sequential_Tests: Should complete after activity data setup

Additional Information

Notes: Important for segment activity tracking and team coordination
Edge_Cases: Very long activity descriptions, concurrent activity creation, timeline with 100+ activities
Risk_Areas: Timeline performance with large datasets, real-time update reliability, activity attribution accuracy
Security_Considerations: Activity content sanitization, user attribution validation

Missing Scenarios Identified

Scenario_1: Activity timeline performance with 500+ activities
Type: Performance
Rationale: Long-running segment activity history
Priority: P3

Scenario_2: Activity notification system for team collaboration
Type: Enhancement
Rationale: Team coordination improvements
Priority: P4

Test Case 18: Archive vs Status Toggle Business Logic Validation

Test Case ID: CRM03P1US3_TC_018
Title: Verify Archive Functionality vs Active/Inactive Status Toggle with Campaign Dependency Logic
Created By: Hetal
Created Date: 2025-01-20
Version: 1.0

Classification

Module/Feature: CRM Segment Management - 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, Negative, CRM-Segment-Management, UI, Database, MOD-Status-Management, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Regression-Coverage, Report-Engineering, Report-Integration-Testing, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Campaign-System, Happy-Path

Business Context

Customer_Segment: All (Marketing Managers and CRM Administrators managing segment lifecycle)
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: Segment status management
Role_Restrictions: Cannot override campaign dependency rules
Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of status management and archive functionality
Integration_Points: Campaign System, Segment Database, Validation System
Code_Module_Mapped: Status Management Module, Campaign Dependency Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Related_Requirements: Status toggle functionality, Campaign dependency validation, Archive business rules applied to status changes
Related_Bugs: N/A
Related_Test_Cases: CRM03P1US3_TC_004, CRM03P1US3_TC_012

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 System, Segment Database, Validation System
Performance_Baseline: Status validation <500ms, toggle operations <1 second
Data_Requirements: Segments with various campaign dependencies

Prerequisites

Setup_Requirements: Multiple segments with different campaign dependency scenarios
User_Roles_Permissions: Marketing Manager with status management access
Test_Data:

Enterprise Prospects: Active, used in 2 active campaigns (Q1 Enterprise Outreach, Product Demo Campaign)
Marketing Engagers: Active, used in 1 paused campaign (Newsletter Subscription Drive)
Inactive Subscribers: Inactive, used in 0 campaigns
Product Trial Users: Draft, used in 0 campaigns Prior_Test_Cases: Campaign dependencies must be properly configured

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Identify status toggle vs archive functionality	Status toggle in actions column (Active/Inactive), Archive mentioned separately in business rules	Actions column: Status toggle icon	Functionality distinction clarification
2	Hover over status toggle for Active segment with campaigns	Tooltip shows "Set to Inactive" for currently Active segment	Segment: Enterprise Prospects (Active, 2 active campaigns)	Status toggle tooltip for active segment
3	Click status toggle for segment with active campaigns	Shows validation error: "Cannot set to inactive because segment is being used in active campaigns. Please pause campaigns first."	Enterprise Prospects: Used in Q1 Enterprise Outreach (active), Product Demo Campaign (active)	Campaign dependency validation
4	Verify validation modal shows blocking campaigns	Modal displays list of active campaigns preventing status change	Modal shows: "Q1 Enterprise Outreach (active)", "Product Demo Campaign (active)"	Campaign dependency details
5	Verify status change blocked until campaigns resolved	Status remains Active, no change applied until campaign dependencies resolved	Status: Active (unchanged)	Business rule enforcement
6	Test status toggle on segment with paused campaigns	Status change allowed when campaigns are paused, not active	Segment: Marketing Engagers (1 paused campaign)	Paused campaign handling
7	Successfully toggle segment with paused campaigns	Status changes from Active to Inactive immediately	Marketing Engagers: Active → Inactive	Status change success with paused campaigns
8	Test status toggle on segment with no campaigns	Status change allowed immediately with no validation warnings	Segment: Inactive Subscribers (0 campaigns)	No campaign dependencies
9	Toggle inactive segment to active	Status changes from Inactive to Active with no restrictions	Inactive Subscribers: Inactive → Active	Reactivation functionality
10	Verify status change persistence	Status changes persist across browser refresh and sessions	Refresh browser, verify status maintained	Status persistence validation
11	Test status toggle impact on KPI cards	Active Segments count updates immediately when status changes	KPI card: Active Segments count changes real-time	Real-time KPI updates
12	Verify campaign system integration	Campaign system recognizes status changes and updates audience availability	Campaign audience selection reflects status changes	Campaign system integration
13	Test concurrent status changes	Multiple users cannot simultaneously change same segment status	Concurrent user scenario testing	Concurrency handling
14	Validate audit trail for status changes	Status changes logged with user, timestamp, and reason (campaign dependency)	Audit log: John Smith changed Enterprise Prospects status, timestamp, blocked by active campaigns	Audit trail completeness

Verification Points

Primary_Verification: Status toggle follows same campaign dependency validation as archive functionality - cannot change status when active campaigns exist
Secondary_Verifications: Real-time updates work, validation messages clear, audit trail complete
Negative_Verification: Status changes blocked by active campaigns, validation prevents invalid state transitions

Test Results (Template)

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Campaign system must be operational
Blocked_Tests: Campaign-dependent features rely on proper status management
Parallel_Tests: Cannot run parallel due to status dependencies
Sequential_Tests: Must complete before campaign integration tests

Additional Information

Notes: Critical business logic ensuring campaign integrity and data consistency
Edge_Cases: Campaign status changes during segment status change, bulk status changes, network failures during validation
Risk_Areas: Campaign dependency accuracy, status change atomicity, real-time synchronization
Security_Considerations: Status change authorization, audit trail security, campaign data integrity

Missing Scenarios Identified

Scenario_1: Bulk status change operations with mixed campaign dependencies
Type: Functional
Rationale: Enterprise efficiency requirements
Priority: P2

Scenario_2: Status change rollback when campaign validation fails mid-process
Type: Error Handling
Rationale: Data integrity during complex operations
Priority: P1

Test Case 19: Error Handling and Network Failure Recovery

Test Case ID: CRM03P1US3_TC_019
Title: Verify Comprehensive Error Handling - Network Failures, Concurrent Modifications, and Browser Refresh During Operations
Created By: Hetal
Created Date: 2025-01-20
Version: 1.0

Classification

Module/Feature: CRM Segment Management - Error Handling & Recovery
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Negative, CRM-Segment-Management, UI, Database, MOD-Error-Handling, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Regression-Coverage, Report-QA, Report-Engineering, Report-User-Acceptance, Customer-All, Risk-High, Business-High, Revenue-Impact-Medium, Integration-Network-Recovery, Negative

Business Context

Customer_Segment: All (System reliability for all users)
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: Standard user operations
Role_Restrictions: Cannot access error recovery admin functions
Multi_Role_Scenario: Yes (concurrent user scenarios)

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of error handling scenarios
Integration_Points: Network Infrastructure, Database, Session Management
Code_Module_Mapped: Error Handling Module, Recovery Module, Validation Module
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Regression-Coverage, QA, Engineering, User-Acceptance
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Error handling business rules, network failure recovery, concurrent modification handling
Related_Bugs: N/A
Related_Test_Cases: CRM03P1US3_TC_003, CRM03P1US3_TC_014, CRM03P1US3_TC_018

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: Network Infrastructure, Database, Session Management
Performance_Baseline: Error recovery <3 seconds, retry mechanisms functional
Data_Requirements: Test segments for modification scenarios

Prerequisites

Setup_Requirements: Network simulation tools for failure testing, multiple user accounts for concurrency
User_Roles_Permissions: Marketing Manager accounts for concurrent testing
Test_Data:

Test segment for modification: "Error Test Segment"
Multiple user accounts: user1@company.com, user2@company.com Prior_Test_Cases: Basic functionality must be working

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Simulate network disconnection during segment creation	Shows "Network error" message with retry button, form data preserved	Create segment: "Network Test", simulate network failure during save	Network failure handling
2	Test retry mechanism after network restoration	Clicking retry completes operation successfully, no data loss	Restore network, click retry button	Recovery functionality
3	Test form validation with invalid data	Shows field-specific error messages without crashing	Invalid email format, empty required fields	Input validation
4	Simulate database timeout during search	Shows timeout message with option to retry search	Search with simulated database delay	Database timeout handling
5	Test concurrent segment modification by two users	Second user gets "Segment modified by another user" warning with option to reload or merge changes	User1 edits segment, User2 attempts edit simultaneously	Concurrency conflict handling
6	Test browser refresh during segment creation	Shows confirmation dialog "You have unsaved changes. Leave page?" with options to stay or leave	Start creating segment, refresh browser mid-process	Unsaved changes protection
7	Test session expiration during operation	Shows "Session expired" message with login redirect, preserves operation context	Simulate session timeout during segment edit	Session management
8	Test invalid API response handling	Shows user-friendly error message, doesn't expose technical details	Simulate malformed API response	API error handling
9	Test partial data load failure	Shows which sections failed to load with individual retry options	Simulate failure loading contacts while dashboard loads successfully	Graceful degradation
10	Test export failure recovery	Shows export error with option to retry or download partial data	Simulate export system failure	Export error handling
11	Test maximum retry limit	After 3 failed retries, shows escalation options (contact support, try later)	Force multiple retry failures	Retry limit enforcement
12	Test error logging and user feedback	Errors logged for debugging while showing helpful user messages	Generate various errors, check both user experience and logs	Error reporting quality
13	Test browser back button during modal operations	Properly handles navigation without breaking application state	Open edit modal, use browser back button	Navigation handling
14	Test memory/performance degradation recovery	System gracefully handles resource constraints without crashing	Simulate high memory usage, large dataset operations	Resource constraint handling

Verification Points

Primary_Verification: All error scenarios handled gracefully without data loss or application crashes
Secondary_Verifications: User-friendly error messages, retry mechanisms work, data preservation during failures
Negative_Verification: No technical error details exposed to users, no application crashes, no data corruption

Test Results (Template)

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: Basic functionality must work for error testing
Blocked_Tests: User experience depends on proper error handling
Parallel_Tests: Cannot run parallel due to shared resources
Sequential_Tests: Should complete before user acceptance testing

Additional Information

Notes: Critical for system reliability and user experience
Edge_Cases: Multiple simultaneous errors, cascading failures, extreme resource constraints
Risk_Areas: Data integrity during failures, user experience degradation, system recovery time
Security_Considerations: Error message information disclosure, session security during failures

Missing Scenarios Identified

Scenario_1: Error handling with third-party service failures
Type: Integration
Rationale: External dependency reliability
Priority: P2

Scenario_2: Mobile-specific error handling (network switching, app backgrounding)
Type: Mobile
Rationale: Mobile user experience requirements
Priority: P3

Organization profile - CRM6.1P1US6.1

Integrations Management - CRM6.3P1US6.3

General settings - CRM06.4P1US6.4

SMTP Settings - CRM6.2P1US6.2

Bulk Import contacts - CRM1.1P1US01.1

CRM Segment Management - CRM03P1US3

Create Campaign - CRM05.1P1US5.1

CRM Email Template Management - CRM04P1US4

RFP Management System - CRM02.1P1US02.1

CRM Campaign Management System - CRM05P1US5

Company Management System - CRM02P1US02

CRM Contact Management - CRM01P1US01

CRM Segment Management - CRM03P1US3

Test Case 1: Dashboard KPI Cards Real-Time Validation

Classification

Enhanced Tags for 17 Reports Support

Business Context

Role-Based Context

Quality Metrics

Coverage Tracking

Stakeholder Reporting

Requirements Traceability

Test Environment

Prerequisites

Test Procedure

Verification Points

Test Results (Template)

Execution Analytics

Test Relationships

Additional Information

Missing Scenarios Identified

Test Case 2: Advanced Search and Multi-Filter Validation

Classification

Enhanced Tags for 17 Reports Support

Business Context

Role-Based Context

Quality Metrics

Coverage Tracking

Stakeholder Reporting

Requirements Traceability

Test Environment

Prerequisites

Test Procedure

Verification Points

Test Results (Template)

Execution Analytics

Test Relationships

Additional Information

Missing Scenarios Identified

Test Case 3: Complete Segment Creation Workflow with Real-Time Validation

Classification

Enhanced Tags for 17 Reports Support

Business Context

Role-Based Context

Quality Metrics

Coverage Tracking

Stakeholder Reporting

Requirements Traceability

Test Environment

Prerequisites

Test Procedure

Verification Points

Test Results (Template)

Execution Analytics

Test Relationships

Additional Information

Missing Scenarios Identified

Test Case 4: Actions Column Icons with Status Toggle Validation

Classification

Enhanced Tags for 17 Reports Support

Business Context

Role-Based Context

Quality Metrics

Coverage Tracking

Stakeholder Reporting

Requirements Traceability

Test Environment

Prerequisites

Test Procedure

Verification Points