General settings - CRM06.4P1US6.4

Test Scenario Summary

Current Implementation Scope:

Notifications Section: Display "Coming soon" message only
Security Section: Display "Coming soon" message only
Appearance Section: Completely removed (not visible)
Localization Section: Fully functional (Language, Timezone, Date Format)
Data Management Section: Partially functional (Auto-save Interval, Data Retention only - Backup Frequency removed)
Action Buttons: Save Settings and Cancel remain functional

Test Coverage Areas:

Page Access & Navigation
Notifications Section - Coming Soon Display
Security Section - Coming Soon Display
Appearance Section - Removal Validation
Localization Section - Full Functionality
Data Management Section - Partial Functionality
Action Buttons & Form Submission
Cross-Browser Compatibility
Security & Permission Testing
Performance & Load Testing

Test Case 01 - Verify General Settings page access from main navigation

Test Case ID: CRM06.4P1US6.4_TC_001

Title: Verify General Settings page access from main navigation

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

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

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, CRM-Navigation, UI, MOD-GeneralSettings, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Smoke-Test-Results, Customer-All, Risk-Low, Business-Critical, Revenue-Impact-Medium, Integration-End-to-End, Navigation-Access, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full administrative access
Role_Restrictions: None
Multi_Role_Scenario: No

Quality Metrics:

Risk_Level: Low
Complexity_Level: Low
Expected_Execution_Time: 2 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: High

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: CRM Navigation
Code_Module_Mapped: Navigation, Settings
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: QA
Report_Categories: Quality-Dashboard, Smoke-Test-Results
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability:

Related_Requirements: User story AC-1 (page access)
Related_Bugs: N/A
Related_Test_Cases: TC_002

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: CRM authentication system
Performance_Baseline: < 3 seconds page load
Data_Requirements: Valid admin credentials

Prerequisites:

Setup_Requirements: CRM system accessible
User_Roles_Permissions: Administrator privileges
Test_Data: USR-001 (admin@testcompany.com)
Prior_Test_Cases: Authentication validation

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to CRM dashboard	Dashboard loads successfully within 3 seconds	Valid admin credentials	Baseline validation
2	Click on "Settings" in main navigation	Settings menu expands/appears	N/A	Menu accessibility
3	Click on "General Settings" option	General Settings page loads within 3 seconds	N/A	Performance check
4	Verify page title displays "General Settings"	Title shows "General Settings"	N/A	UI validation
5	Verify breadcrumb shows "Settings > General"	Correct breadcrumb navigation displayed	N/A	Navigation context

Verification Points:

Primary_Verification: General Settings page loads successfully with correct title
Secondary_Verifications: Breadcrumb navigation, page load performance
Negative_Verification: No error messages or broken layout elements

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: Authentication system tests
Blocked_Tests: All General Settings functionality tests
Parallel_Tests: Other navigation tests
Sequential_Tests: Page layout validation

Additional Information:

Notes: Critical baseline test for all General Settings functionality
Edge_Cases: Multiple concurrent access, browser refresh scenarios
Risk_Areas: Navigation failure blocks all settings access
Security_Considerations: Access control validation

Missing Scenarios Identified:

Scenario_1: Direct URL access to General Settings
Type: Edge Case
Rationale: Users may bookmark or directly navigate to settings URL
Priority: P3

Test Case 02 - Verify General Settings page layout and structure

Test Case ID: CRM06.4P1US6.4_TC_002

Title: Verify General Settings page layout and structure

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings
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-Layout, UI, MOD-GeneralSettings, P1-Critical, Phase-Smoke, Type-UI, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-User-Acceptance, Customer-All, Risk-Low, Business-High, Revenue-Impact-Low, UI-Validation, Layout-Structure, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full administrative access
Role_Restrictions: None
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: UI Layout Engine
Code_Module_Mapped: UI Components, Layout Manager
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: QA
Report_Categories: Quality-Dashboard, User-Acceptance
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability:

Related_Requirements: User story layout specifications, section removal requirements
Related_Bugs: N/A
Related_Test_Cases: TC_001, TC_006

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: UI rendering engine
Performance_Baseline: < 2 seconds layout rendering
Data_Requirements: Current page layout state

Prerequisites:

Setup_Requirements: General Settings page accessible
User_Roles_Permissions: Administrator privileges
Test_Data: USR-001 (admin@testcompany.com)
Prior_Test_Cases: TC_001 (page access)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Access General Settings page	Page loads successfully	N/A	Base requirement
2	Verify "Customize Your Experience" banner	Blue info banner visible with correct text	N/A	Banner validation
3	Verify Notifications section is visible	Section shows "Coming soon" message only	N/A	Feature state check
4	Verify Security section is visible	Section shows "Coming soon" message only	N/A	Feature state check
5	Verify Appearance section is NOT visible	Appearance section completely absent	N/A	Removal validation
6	Verify Localization section is functional	All fields (Language, Timezone, Date Format) present	N/A	Functional validation
7	Verify Data Management section layout	Only Auto-save Interval and Data Retention fields present	N/A	Partial functionality
8	Verify action buttons are present	"Cancel" and "Save Settings" buttons visible	N/A	Form completion

Verification Points:

Primary_Verification: All expected sections present, unwanted sections absent
Secondary_Verifications: Correct layout, proper spacing, button visibility
Negative_Verification: No Appearance section, no Backup Frequency field

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: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships:

Blocking_Tests: Page access validation (TC_001)
Blocked_Tests: Section-specific functionality tests
Parallel_Tests: Cross-browser layout tests
Sequential_Tests: Responsive design tests

Additional Information:

Notes: Layout validation ensures proper implementation of current version scope
Edge_Cases: Different screen resolutions, browser zoom levels
Risk_Areas: Missing sections, incorrect layout rendering
Security_Considerations: UI integrity, proper section visibility controls

Missing Scenarios Identified:

Scenario_1: Layout validation on mobile devices
Type: Platform
Rationale: Responsive design verification needed
Priority: P2

Test Case 003 - Verify Notifications section displays "Coming soon" message

Test Case ID: CRM06.4P1US6.4_TC_003

Title: Verify Notifications section displays "Coming soon" message

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Notifications
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-Notifications, UI, MOD-GeneralSettings, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-User-Acceptance, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Coming-Soon-State, Notifications-Display, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full access to view all sections
Role_Restrictions: No functional notification controls available
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: UI State Management
Code_Module_Mapped: Notifications Display, State Controller
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

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

Requirements Traceability:

Related_Requirements: Current implementation changes - Notifications section displays "Coming soon"
Related_Bugs: N/A
Related_Test_Cases: TC_002, TC_005

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: UI state management system
Performance_Baseline: < 1 second section rendering
Data_Requirements: Current notification state

Prerequisites:

Setup_Requirements: General Settings page accessible
User_Roles_Permissions: Administrator permissions
Test_Data: USR-001 (admin@testcompany.com)
Prior_Test_Cases: TC_002 (layout validation)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to General Settings page	Page loads successfully	N/A	Base state
2	Locate Notifications section	Section is visible with notification bell icon	N/A	Section identification
3	Verify section content	Only "Coming soon" message displayed	N/A	Content validation
4	Verify no interactive elements	No toggles, buttons, or input fields present	N/A	Interaction prevention
5	Attempt to click in Notifications area	No clickable elements or actions triggered	N/A	Non-functionality check
6	Verify consistent styling	Section maintains same visual style as other sections	N/A	UI consistency
7	Check section icon display	Notification bell icon visible and properly styled	N/A	Icon validation

Verification Points:

Primary_Verification: Notifications section shows only "Coming soon" message
Secondary_Verifications: No interactive elements present, proper styling
Negative_Verification: No functional notification controls available

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: Page layout validation (TC_002)
Blocked_Tests: Future notification functionality tests
Parallel_Tests: Security section coming soon validation (TC_005)
Sequential_Tests: Functional section tests

Additional Information:

Notes: Validates current implementation state for notifications
Edge_Cases: Hover effects, keyboard navigation attempts
Risk_Areas: Accidental functional elements appearing
Security_Considerations: Proper state management, no unintended access

Missing Scenarios Identified:

Scenario_1: Coming soon message accessibility compliance
Type: Accessibility
Rationale: Screen readers and accessibility tools must properly interpret message
Priority: P2

Test Case 04 - Verify Notifications section message styling and accessibility

Test Case ID: CRM06.4P1US6.4_TC_004

Title: Verify Notifications section message styling and accessibility

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Notifications
Test Type: UI
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, CRM-Notifications, Accessibility, MOD-GeneralSettings, P2-High, Phase-Regression, Type-UI, Platform-Web, Report-QA, Report-User-Acceptance, Report-Quality-Dashboard, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, UI-Accessibility, Message-Styling, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full access to view styling and accessibility features
Role_Restrictions: None
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Accessibility framework, CSS styling engine
Code_Module_Mapped: UI Styling, Accessibility Components
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: QA
Report_Categories: User-Acceptance, Quality-Dashboard
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability:

Related_Requirements: Accessibility compliance, UI consistency standards
Related_Bugs: N/A
Related_Test_Cases: TC_003

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Accessibility framework, CSS engine
Performance_Baseline: < 1 second styling application
Data_Requirements: Accessibility testing tools

Prerequisites:

Setup_Requirements: Browser developer tools, accessibility checker
User_Roles_Permissions: Administrator permissions
Test_Data: USR-001 (admin@testcompany.com)
Prior_Test_Cases: TC_003 (notifications coming soon validation)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Access General Settings page	Page loads successfully	N/A	Base state
2	Inspect Notifications section styling	Section maintains consistent card design	N/A	Visual consistency
3	Verify "Coming soon" message visibility	Message clearly readable with appropriate font size	N/A	Readability check
4	Check color contrast using dev tools	Text meets accessibility contrast requirements (4.5:1)	N/A	Accessibility compliance
5	Verify responsive behavior	Section adapts properly on different screen sizes	1024x768, 375x667	Responsive design
6	Test with screen reader	Coming soon message properly announced by screen reader	Screen reader tool	Accessibility validation
7	Check keyboard navigation	Section focusable and accessible via keyboard	Tab navigation	Keyboard accessibility

Verification Points:

Primary_Verification: "Coming soon" message is clearly visible and accessible
Secondary_Verifications: Proper styling, color contrast, responsive behavior
Negative_Verification: No styling conflicts or readability issues

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: Weekly
Maintenance_Effort: Low
Automation_Candidate: No

Test Relationships:

Blocking_Tests: Notifications section display (TC_003)
Blocked_Tests: None
Parallel_Tests: Security section styling tests
Sequential_Tests: Cross-browser styling validation

Additional Information:

Notes: Ensures accessibility compliance for coming soon messages
Edge_Cases: High contrast mode, browser zoom levels
Risk_Areas: Accessibility violations, poor readability
Security_Considerations: Content security, XSS prevention in styling

Missing Scenarios Identified:

Scenario_1: High contrast mode compatibility
Type: Accessibility
Rationale: Users with visual impairments need high contrast support
Priority: P3

Test Case 005 - Verify Security section displays "Coming soon" message

Test Case ID: CRM06.4P1US6.4_TC_005

Title: Verify Security section displays "Coming soon" message

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Security
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-Security, UI, MOD-GeneralSettings, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Security-Validation, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Coming-Soon-State, Security-Display, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full access to view security sections
Role_Restrictions: No functional security controls available
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Security UI state management
Code_Module_Mapped: Security Display, State Controller
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

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

Requirements Traceability:

Related_Requirements: Current implementation changes - Security section displays "Coming soon"
Related_Bugs: N/A
Related_Test_Cases: TC_003, TC_002

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Security UI state management
Performance_Baseline: < 1 second section rendering
Data_Requirements: Current security state

Prerequisites:

Setup_Requirements: General Settings page accessible
User_Roles_Permissions: Security administrator permissions
Test_Data: USR-001 (admin@testcompany.com)
Prior_Test_Cases: TC_002 (layout validation)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to General Settings page	Page loads successfully	N/A	Base state
2	Locate Security section	Section visible with shield/security icon	N/A	Section identification
3	Verify section content	Only "Coming soon" message displayed	N/A	Content validation
4	Verify no security controls	No 2FA, session timeout, or login alert controls	N/A	Security control absence
5	Attempt interaction with Security area	No functional elements respond to clicks	N/A	Non-functionality verification
6	Verify section icon display	Shield/security icon visible and properly styled	N/A	Icon validation
7	Check section positioning	Security section appears in correct layout position	N/A	Layout verification

Verification Points:

Primary_Verification: Security section shows only "Coming soon" message
Secondary_Verifications: No security configuration options available, proper icon display
Negative_Verification: No functional security controls present

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: Page layout validation (TC_002)
Blocked_Tests: Future security functionality tests
Parallel_Tests: Notifications coming soon validation (TC_003)
Sequential_Tests: Functional section tests

Additional Information:

Notes: Critical validation of security section current state
Edge_Cases: Keyboard navigation attempts, accessibility tools interaction
Risk_Areas: Accidental security functionality exposure
Security_Considerations: Proper state management, no unauthorized access paths

Missing Scenarios Identified:

Scenario_1: Security section behavior under different user roles
Type: Security
Rationale: Different user roles should see consistent coming soon state
Priority: P1

Test Case 06 - Verify Appearance section is completely removed

Test Case ID: CRM06.4P1US6.4_TC_006

Title: Verify Appearance section is completely removed

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Appearance
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Automated

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, CRM-Appearance, UI, MOD-GeneralSettings, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Smoke-Test-Results, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Low, Section-Removal, UI-Validation, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full access to all available sections
Role_Restrictions: Appearance section should not be accessible to any role
Multi_Role_Scenario: No

Quality Metrics:

Risk_Level: Medium
Complexity_Level: Low
Expected_Execution_Time: 2 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Medium

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: UI section management
Code_Module_Mapped: Section Controller, UI Layout
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Smoke-Test-Results
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability:

Related_Requirements: Current implementation changes - Appearance section completely removed
Related_Bugs: N/A
Related_Test_Cases: TC_002

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080, Tablet-1024x768
Dependencies: UI section management system
Performance_Baseline: < 1 second page scan
Data_Requirements: Complete page layout

Prerequisites:

Setup_Requirements: General Settings page accessible
User_Roles_Permissions: Administrator permissions
Test_Data: USR-001 (admin@testcompany.com)
Prior_Test_Cases: TC_002 (layout validation)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Access General Settings page	Page loads successfully	N/A	Base state
2	Scan entire page for Appearance section	No Appearance section visible anywhere	N/A	Absence verification
3	Check page source/DOM using dev tools	No Appearance-related HTML elements present	N/A	Code-level verification
4	Verify layout flow	Localization flows directly after Security section	N/A	Layout continuity
5	Check for any appearance-related controls	No theme, sidebar, or compact mode controls anywhere	N/A	Feature absence confirmation
6	Search page for appearance keywords	No "theme", "sidebar", "compact" text found	N/A	Content verification
7	Verify section count	Total sections match expected count without Appearance	N/A	Section count validation

Verification Points:

Primary_Verification: Appearance section completely absent from page
Secondary_Verifications: No appearance controls anywhere on page, proper layout flow
Negative_Verification: No hidden or partially visible appearance elements

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: Page layout validation (TC_002)
Blocked_Tests: None (section removed)
Parallel_Tests: Other section presence validation
Sequential_Tests: Layout continuity tests

Additional Information:

Notes: Validates complete removal of Appearance section per current implementation
Edge_Cases: Browser caching issues, CSS conflicts
Risk_Areas: Partial section appearance, layout disruption
Security_Considerations: Proper section access control removal

Missing Scenarios Identified:

Scenario_1: Appearance section removal validation across user roles
Type: Security
Rationale: All user roles should consistently not see Appearance section
Priority: P2

Test Case 07 - Verify Language dropdown functionality and options

Test Case ID: CRM06.4P1US6.4_TC_007

Title: Verify Language dropdown functionality and options

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Localization
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, CRM-Localization, Functional, MOD-GeneralSettings, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-User-Acceptance, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Language-Selection, Localization-Core, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: CRM Administrator
Permission_Level: Administrative access to business configuration settings including localization
Role_Restrictions: Cannot modify technical language pack installations
Multi_Role_Scenario: Yes (affects all users in organization)

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Localization service
Code_Module_Mapped: Localization Engine, Language Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

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

Requirements Traceability:

Related_Requirements: Business Rules - Language Dropdown (English, Spanish, French, German, Italian, Portuguese, Chinese, Japanese available)
Related_Bugs: N/A
Related_Test_Cases: TC_008, TC_009, TC_031

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Localization service, Language packs
Performance_Baseline: < 2 seconds for language change
Data_Requirements: Multiple language packs installed

Prerequisites:

Setup_Requirements: All language packs installed and functional
User_Roles_Permissions: CRM Administrator with localization configuration access
Test_Data: USR-002 (crmadmin@testcompany.com), CFG-006 (language settings)
Prior_Test_Cases: TC_002 (layout validation)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Localization section	Section visible with Language dropdown	N/A	Section access
2	Click Language dropdown	Dropdown opens showing available languages	N/A	Dropdown functionality
3	Verify language options	English, Spanish, French, German, Italian, Portuguese, Chinese, Japanese available	Language list per user story	Option availability
4	Select "Spanish" from dropdown	Spanish selected, dropdown closes	Spanish	Selection behavior
5	Verify current selection display	"Spanish" displayed in dropdown field	Spanish	Selection persistence
6	Select "English" to revert	English selected and displayed	English	Reversion capability
7	Test dropdown search functionality	Typing filters available options	Search terms	Search capability

Verification Points:

Primary_Verification: Language dropdown functions correctly with all expected options
Secondary_Verifications: Proper selection behavior, visual feedback
Negative_Verification: No invalid language options, no selection errors

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: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships:

Blocking_Tests: Localization section access
Blocked_Tests: Language propagation tests
Parallel_Tests: Timezone and date format tests
Sequential_Tests: Cross-system language validation

Additional Information:

Notes: Core localization functionality per user story sample data
Edge_Cases: Incomplete language packs, regional variants
Risk_Areas: Language pack conflicts, translation errors
Security_Considerations: Language pack integrity, XSS prevention

Missing Scenarios Identified:

Scenario_1: Language selection with missing translation files
Type: Error
Rationale: Graceful degradation when translations incomplete
Priority: P2

Test Case 08 - Verify Timezone dropdown functionality with UTC offset display

Test Case ID: CRM06.4P1US6.4_TC_008

Title: Verify Timezone dropdown functionality with UTC offset display

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Localization
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Planned-for-Automation

Business Context:

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

Role-Based Context:

User_Role: CRM Administrator
Permission_Level: Administrative access to timezone configuration
Role_Restrictions: Cannot modify system-level timezone settings
Multi_Role_Scenario: Yes (affects all users)

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Timezone service, NTP synchronization
Code_Module_Mapped: Timezone Manager, UTC Calculation Engine
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

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

Requirements Traceability:

Related_Requirements: Business Rules - Timezone Dropdown (shows name and UTC offset, automatic DST adjustment)
Related_Bugs: N/A
Related_Test_Cases: TC_007, TC_009

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Timezone service, NTP synchronization
Performance_Baseline: < 1 second timezone lookup
Data_Requirements: Complete timezone database

Prerequisites:

Setup_Requirements: Timezone service functional
User_Roles_Permissions: CRM Administrator with timezone configuration access
Test_Data: USR-002 (crmadmin@testcompany.com), CFG-007 (timezone settings)
Prior_Test_Cases: TC_007 (language functionality)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Localization section	Section visible with Timezone dropdown	N/A	Section access
2	Verify default timezone display	"Eastern Time (UTC-5)" or system-detected timezone shown	Current timezone	Default behavior per user story
3	Click Timezone dropdown	Dropdown opens with timezone list	N/A	Dropdown functionality
4	Verify UTC offset display	Each timezone shows name and UTC offset	Various timezones	Offset validation per business rules
5	Select "Pacific Time (UTC-8)"	Selection updates dropdown display	Pacific Time (UTC-8)	Selection behavior
6	Verify selection persistence	Selected timezone remains after dropdown closes	Pacific Time	State management
7	Test DST-aware timezone	Select timezone with DST, verify automatic adjustment noted	Eastern Time with DST	DST handling per business rules

Verification Points:

Primary_Verification: Timezone dropdown shows proper options with UTC offsets
Secondary_Verifications: Correct selection behavior, proper display format, DST awareness
Negative_Verification: No invalid timezones, no offset calculation errors

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: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships:

Blocking_Tests: Localization section access
Blocked_Tests: Time display validation tests
Parallel_Tests: Language and date format tests
Sequential_Tests: Cross-system timezone propagation

Additional Information:

Notes: UTC offset display critical for multi-timezone organizations
Edge_Cases: DST transitions, timezone database updates
Risk_Areas: Incorrect UTC calculations, DST handling failures
Security_Considerations: Timezone data integrity, time-based security

Missing Scenarios Identified:

Scenario_1: Timezone change during DST transition period
Type: Edge Case
Rationale: DST transitions can cause timezone confusion
Priority: P3

Test Case 09 - Verify Date Format dropdown options and preview

Test Case ID: CRM06.4P1US6.4_TC_009

Title: Verify Date Format dropdown options and preview

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Localization
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-Localization, Functional, MOD-GeneralSettings, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-User-Acceptance, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Date-Format, Format-Preview, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: CRM Administrator
Permission_Level: Administrative access to date format configuration
Role_Restrictions: Cannot modify system date calculation logic
Multi_Role_Scenario: Yes (affects all users)

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Date formatting engine
Code_Module_Mapped: Date Format Manager, UI Display Engine
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: QA
Report_Categories: Quality-Dashboard, User-Acceptance
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability:

Related_Requirements: Business Rules - Date Format Dropdown (MM/DD/YYYY, DD/MM/YYYY, YYYY-MM-DD, DD-MM-YYYY, MM-DD-YYYY)
Related_Bugs: N/A
Related_Test_Cases: TC_007, TC_008

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Date formatting service
Performance_Baseline: < 500ms format change
Data_Requirements: Current date for preview

Prerequisites:

Setup_Requirements: Date formatting service operational
User_Roles_Permissions: CRM Administrator with date format configuration access
Test_Data: USR-002 (crmadmin@testcompany.com), Today's date for preview
Prior_Test_Cases: TC_008 (timezone functionality)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Localization section	Date Format dropdown visible	N/A	Section access
2	Verify default format	"MM/DD/YYYY" selected by default	MM/DD/YYYY	Default validation per business rules
3	Click Date Format dropdown	All format options displayed	N/A	Option availability
4	Verify available formats	MM/DD/YYYY, DD/MM/YYYY, YYYY-MM-DD, DD-MM-YYYY, MM-DD-YYYY	Format list per user story	Complete options
5	Select "DD/MM/YYYY"	Format updates in dropdown	DD/MM/YYYY	Selection behavior
6	Verify preview if available	Current date shown in selected format	September 05, 2025 → 05/09/2025	Preview functionality
7	Test each format option	All formats display correctly with preview	All format options	Format validation

Verification Points:

Primary_Verification: Date format dropdown contains all expected options
Secondary_Verifications: Proper selection behavior, preview display
Negative_Verification: No invalid date formats, no preview errors

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: Weekly
Maintenance_Effort: Low
Automation_Candidate: Planned

Test Relationships:

Blocking_Tests: Localization section access
Blocked_Tests: Date display validation across CRM
Parallel_Tests: Language and timezone tests
Sequential_Tests: Cross-system date format validation

Additional Information:

Notes: Date format selection affects all date displays system-wide
Edge_Cases: Leap years, different calendar systems
Risk_Areas: Format conflicts, date parsing errors
Security_Considerations: Date injection prevention, format validation

Missing Scenarios Identified:

Scenario_1: Date format change impact on existing scheduled reports
Type: Integration
Rationale: Scheduled reports should adopt new date format
Priority: P3

Test Case 10 - Verify Localization field validation and error handling

Test Case ID: CRM06.4P1US6.4_TC_010

Title: Verify Localization field validation and error handling

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Localization
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Negative, CRM-Localization, Validation, MOD-GeneralSettings, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-User-Acceptance, Customer-All, Risk-Medium, Business-Medium, Revenue-Impact-Low, Field-Validation, Error-Handling, Negative

Business Context:

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

Role-Based Context:

User_Role: CRM Administrator
Permission_Level: Administrative access to localization configuration
Role_Restrictions: Must provide valid localization combinations
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Validation engine, Error handling system
Code_Module_Mapped: Input Validation, Error Display Manager
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: QA
Report_Categories: Quality-Dashboard, User-Acceptance
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability:

Related_Requirements: Form validation requirements, user experience standards
Related_Bugs: N/A
Related_Test_Cases: TC_007, TC_008, TC_009

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Validation rules engine
Performance_Baseline: < 1 second validation response
Data_Requirements: Invalid test data combinations

Prerequisites:

Setup_Requirements: Validation rules configured
User_Roles_Permissions: CRM Administrator with localization permissions
Test_Data: USR-002 (crmadmin@testcompany.com), Invalid data combinations
Prior_Test_Cases: TC_009 (date format functionality)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Access Localization section	All fields visible and accessible	N/A	Base state
2	Attempt to clear Language field	Field validation prevents empty selection	N/A	Required field validation
3	Select invalid timezone combination	System prevents invalid combinations	Invalid timezone data	Data integrity
4	Try to save with incomplete selection	Validation message displayed	Incomplete data	Form validation
5	Verify error message clarity	Clear, actionable error messages shown	N/A	User experience
6	Test cross-field validation	Language/timezone/format combinations validated	Conflicting settings	Cross-validation
7	Verify error recovery	Users can correct errors and proceed	Valid corrections	Error recovery

Verification Points:

Primary_Verification: Proper validation prevents invalid localization settings
Secondary_Verifications: Clear error messages, user-friendly validation
Negative_Verification: No system errors from invalid inputs

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: Weekly
Maintenance_Effort: Medium
Automation_Candidate: No

Test Relationships:

Blocking_Tests: Basic localization functionality
Blocked_Tests: Advanced localization scenarios
Parallel_Tests: Data management validation tests
Sequential_Tests: Save functionality validation

Additional Information:

Notes: Validation ensures data integrity for localization settings
Edge_Cases: Browser auto-fill conflicts, clipboard data
Risk_Areas: Bypass validation attempts, silent failures
Security_Considerations: Input sanitization, validation bypass prevention

Missing Scenarios Identified:

Scenario_1: Validation behavior with browser auto-complete
Type: Edge Case
Rationale: Auto-complete may bypass validation
Priority: P3

Test Case 11- Verify Auto-save Interval dropdown functionality

Test Case ID: CRM06.4P1US6.4_TC_011

Title: Verify Auto-save Interval dropdown functionality Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

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

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, CRM-DataManagement, Functional, MOD-GeneralSettings, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Performance-Metrics, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Auto-Save, Data-Management, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full access to data management configuration
Role_Restrictions: Must consider performance impact
Multi_Role_Scenario: Yes (affects all users)

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Auto-save service, Database connectivity
Code_Module_Mapped: Auto-save Engine, Performance Monitor
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

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

Requirements Traceability:

Related_Requirements: Business Rules - Auto Save Interval Dropdown (1, 2, 5, 10, 15 minutes, Never options, default 5 minutes)
Related_Bugs: N/A
Related_Test_Cases: TC_012, TC_032

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Auto-save service, Database connectivity
Performance_Baseline: < 1 second for setting change
Data_Requirements: Auto-save test data

Prerequisites:

Setup_Requirements: Auto-save functionality enabled
User_Roles_Permissions: System Administrator with data management permissions
Test_Data: USR-001 (admin@testcompany.com), CFG-009 (auto-save settings)
Prior_Test_Cases: TC_002 (layout validation)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Data Management section	Section visible with Auto-save Interval dropdown	N/A	Section access
2	Verify default interval	"5 minutes" selected by default	5 minutes	Default validation per business rules
3	Click Auto-save Interval dropdown	Options: 1, 2, 5, 10, 15 minutes, Never	N/A	Option availability per user story
4	Select "2 minutes"	Selection updates successfully	2 minutes	Selection behavior
5	Verify "Never" option behavior	"Never" option available and selectable	Never	Edge case handling per business rules
6	Revert to "5 minutes"	Original setting restored	5 minutes	Restoration capability
7	Test each interval option	All options selectable and persistent	All intervals	Complete validation

Verification Points:

Primary_Verification: Auto-save interval dropdown functions with all expected options
Secondary_Verifications: Proper default value, selection persistence
Negative_Verification: No invalid intervals, no selection errors

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: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships:

Blocking_Tests: Data Management section access
Blocked_Tests: Auto-save behavior validation
Parallel_Tests: Data retention configuration
Sequential_Tests: Performance impact testing

Additional Information:

Notes: Auto-save intervals critical for data loss prevention
Edge_Cases: System under high load, network interruptions
Risk_Areas: Data loss with "Never" setting, performance impact
Security_Considerations: Auto-save frequency impact on audit trails

Missing Scenarios Identified:

Scenario_1: Auto-save interval change during active data entry
Type: Integration
Rationale: Active sessions should adopt new interval immediately
Priority: P2

Test Case 12 - Verify Data Retention dropdown functionality

Test Case ID: CRM06.4P1US6.4_TC_012

Title: Verify Data Retention dropdown functionality

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

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

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, CRM-DataManagement, Compliance, MOD-GeneralSettings, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Compliance, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Data-Retention, Compliance-Management, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full access to compliance configuration
Role_Restrictions: Must comply with legal requirements
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Data retention service, Compliance engine
Code_Module_Mapped: Retention Policy Manager, Compliance Validator
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

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

Requirements Traceability:

Related_Requirements: Business Rules - Data Retention Dropdown (6 months, 1-10 years, Never options, default 1 year)
Related_Bugs: N/A
Related_Test_Cases: TC_011, TC_030

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Data retention service, Compliance engine
Performance_Baseline: < 1 second compliance validation
Data_Requirements: Compliance policy database

Prerequisites:

Setup_Requirements: Data retention policies configured
User_Roles_Permissions: System Administrator with compliance management permissions
Test_Data: USR-001 (admin@testcompany.com), CFG-010 (retention settings)
Prior_Test_Cases: TC_011 (auto-save functionality)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Data Management section	Data Retention dropdown visible	N/A	Section access
2	Verify default retention period	"1 year" selected by default	1 year	Default compliance per business rules
3	Click Data Retention dropdown	All retention options displayed	N/A	Option availability
4	Verify available options	6 months, 1-10 years, Never options	Retention periods per user story	Complete range
5	Select "3 years"	Selection updates successfully	3 years	Selection behavior
6	Verify compliance implications	System accepts compliant retention periods	Valid periods	Compliance check
7	Test "Never" option	"Never" option available for permanent retention	Never	Special case handling

Verification Points:

Primary_Verification: Data retention dropdown contains all required options
Secondary_Verifications: Compliance validation, proper selection behavior
Negative_Verification: No non-compliant options, no selection errors

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: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships:

Blocking_Tests: Data Management section access
Blocked_Tests: Data deletion policy tests
Parallel_Tests: Auto-save interval configuration
Sequential_Tests: Compliance validation tests

Additional Information:

Notes: Data retention critical for legal compliance
Edge_Cases: Regulatory changes, industry-specific requirements
Risk_Areas: Non-compliant retention periods, legal violations
Security_Considerations: Data protection compliance, audit requirements

Missing Scenarios Identified:

Scenario_1: Data retention change notification to legal team
Type: Integration
Rationale: Legal compliance requires notification of policy changes
Priority: P2

Test Case 13 - Verify Backup Frequency field is completely removed

Test Case ID: CRM06.4P1US6.4_TC_013

Title: Verify Backup Frequency field is completely removed

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Data Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Automated

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, CRM-DataManagement, UI, MOD-GeneralSettings, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Smoke-Test-Results, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Low, Field-Removal, UI-Validation, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full access to data management configuration
Role_Restrictions: Backup Frequency should not be accessible
Multi_Role_Scenario: No

Quality Metrics:

Risk_Level: Medium
Complexity_Level: Low
Expected_Execution_Time: 2 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: UI field management
Code_Module_Mapped: Field Controller, UI Layout Manager
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Smoke-Test-Results
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability:

Related_Requirements: Current implementation changes - Backup Frequency field removed completely
Related_Bugs: N/A
Related_Test_Cases: TC_011, 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, Tablet-1024x768
Dependencies: UI field management system
Performance_Baseline: < 1 second page scan
Data_Requirements: Data Management section layout

Prerequisites:

Setup_Requirements: Data Management section accessible
User_Roles_Permissions: System Administrator with data management permissions
Test_Data: USR-001 (admin@testcompany.com)
Prior_Test_Cases: TC_012 (data retention functionality)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Data Management section	Section visible with remaining fields	N/A	Section access
2	Verify field layout	Only Auto-save Interval and Data Retention present	N/A	Field presence check
3	Scan for Backup Frequency	No Backup Frequency field anywhere in section	N/A	Absence verification
4	Check page source/DOM	No backup frequency HTML elements	N/A	Code-level verification
5	Verify two-field layout	Section displays with two remaining fields properly spaced	N/A	Layout validation
6	Check section labeling	No backup-related labels or text visible	N/A	Content verification
7	Verify form functionality	Save/Cancel work with remaining fields only	N/A	Functional validation

Verification Points:

Primary_Verification: Backup Frequency field completely absent from Data Management section
Secondary_Verifications: Proper layout with remaining fields, no backup-related content
Negative_Verification: No backup-related controls anywhere

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: Data Management section access
Blocked_Tests: None (field removed)
Parallel_Tests: Other field presence validation
Sequential_Tests: Layout consistency tests

Additional Information:

Notes: Validates complete removal of Backup Frequency per current implementation
Edge_Cases: Browser caching issues, UI refresh problems
Risk_Areas: Partial field appearance, layout disruption
Security_Considerations: Proper field access control removal

Missing Scenarios Identified:

Scenario_1: Backup Frequency removal validation across user roles
Type: Security
Rationale: All user roles should consistently not see Backup Frequency field
Priority: P2

Test Case 14 - Verify Save Settings button functionality with valid data

Test Case ID: CRM06.4P1US6.4_TC_014

Title: Verify Save Settings button functionality with valid data\

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Form Submission
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, CRM-FormSubmission, Functional, MOD-GeneralSettings, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Form-Submission, Data-Persistence, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full access to save configuration changes
Role_Restrictions: None
Multi_Role_Scenario: Yes (changes affect all users)

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Database, Validation service, Notification service
Code_Module_Mapped: Form Processor, Data Persistence, Validation Engine
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

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

Requirements Traceability:

Related_Requirements: All functional field changes must be saveable and persistent
Related_Bugs: N/A
Related_Test_Cases: TC_007, TC_008, TC_009, TC_011, TC_012

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Database, Validation service, Notification service
Performance_Baseline: < 2 seconds for save operation
Data_Requirements: Valid test configuration data

Prerequisites:

Setup_Requirements: Database connectivity verified
User_Roles_Permissions: System Administrator with settings modification permissions
Test_Data: USR-001 (admin@testcompany.com), CFG-011 (save test data)
Prior_Test_Cases: All functional field tests (TC_007-TC_012)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Access General Settings page	Page loads with all functional sections	N/A	Base state
2	Modify Language setting	Select "Spanish" from dropdown	Spanish	Valid change per user story
3	Modify Timezone setting	Select "Central Time (UTC-6)"	Central Time (UTC-6)	Valid change per user story
4	Modify Date Format	Select "DD/MM/YYYY"	DD/MM/YYYY	Valid change per user story
5	Modify Auto-save Interval	Select "10 minutes"	10 minutes	Valid change per business rules
6	Modify Data Retention	Select "2 years"	2 years	Valid change per business rules
7	Click "Save Settings" button	Button shows loading state, then success message	N/A	Form submission per AC-20
8	Verify success feedback	"Settings saved successfully" message with timestamp	N/A	User feedback
9	Verify settings persistence	All modified values remain after page refresh	Modified values	Data persistence
10	Check database updates	Settings properly stored in database	Database verification	Backend validation

Verification Points:

Primary_Verification: Save Settings button successfully saves all functional field changes
Secondary_Verifications: Loading state, success message, data persistence
Negative_Verification: No errors during save operation, no data loss

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: All functional field tests
Blocked_Tests: Settings propagation tests
Parallel_Tests: Cancel button functionality
Sequential_Tests: Cross-system update validation

Additional Information:

Notes: Critical functionality for settings persistence
Edge_Cases: Network interruptions during save, concurrent save attempts
Risk_Areas: Data loss, partial saves, corruption
Security_Considerations: Data integrity, audit trail creation

Missing Scenarios Identified:

Scenario_1: Save operation during network connectivity issues
Type: Error
Rationale: Network resilience critical for data persistence
Priority: P2

Test Case 15 - Verify Cancel button functionality and change reversion

Test Case ID: CRM06.4P1US6.4_TC_015

Title: Verify Cancel button functionality and change reversion

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Form Submission
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-FormSubmission, Functional, MOD-GeneralSettings, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-User-Acceptance, Customer-All, Risk-Medium, Business-Medium, Revenue-Impact-Low, Form-Cancel, Change-Reversion, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full access to cancel changes
Role_Restrictions: None
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Form state management
Code_Module_Mapped: Form Controller, State Manager
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: QA
Report_Categories: Quality-Dashboard, User-Acceptance
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability:

Related_Requirements: Business Rules - Cancel Button (discards changes, no confirmation dialog)
Related_Bugs: N/A
Related_Test_Cases: TC_014

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Form state management
Performance_Baseline: < 1 second reversion
Data_Requirements: Known baseline settings

Prerequisites:

Setup_Requirements: Known baseline settings values
User_Roles_Permissions: System Administrator with settings modification permissions
Test_Data: USR-001 (admin@testcompany.com), baseline settings values
Prior_Test_Cases: TC_014 (save functionality)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Access General Settings page	Page loads with current settings	N/A	Base state
2	Note current Language setting	Record current language value	Current language	Baseline capture
3	Change Language to different value	New language selected	Alternative language	Modification
4	Change Timezone to different value	New timezone selected	Alternative timezone	Modification
5	Change Date Format	New format selected	Alternative format	Modification
6	Click "Cancel" button	All fields revert to original values	Original values	Reversion behavior per business rules
7	Verify no confirmation dialog	Cancel action occurs immediately	N/A	User experience per business rules
8	Verify brief feedback message	"Changes discarded" message appears	N/A	User feedback per business rules

Verification Points:

Primary_Verification: Cancel button reverts all changes to original values
Secondary_Verifications: Immediate action, appropriate feedback message
Negative_Verification: No data saving occurs, no confirmation prompts

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: Weekly
Maintenance_Effort: Low
Automation_Candidate: Planned

Test Relationships:

Blocking_Tests: Form modification capability
Blocked_Tests: None
Parallel_Tests: Save functionality tests
Sequential_Tests: Keyboard shortcut tests

Additional Information:

Notes: Cancel functionality provides user safety net
Edge_Cases: Multiple rapid cancel clicks, keyboard shortcuts
Risk_Areas: Accidental data loss, state corruption
Security_Considerations: Proper state restoration, no data leakage

Missing Scenarios Identified:

Scenario_1: Cancel behavior with unsaved changes across multiple tabs
Type: Edge Case
Rationale: Multi-tab usage common in admin workflows
Priority: P3

Test Case 16 - Verify form validation and error handling on save

Test Case ID: CRM06.4P1US6.4_TC_016

Title: Verify form validation and error handling on save

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Form Validation
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Negative, CRM-FormValidation, Validation, MOD-GeneralSettings, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-User-Acceptance, Customer-All, Risk-High, Business-High, Revenue-Impact-Medium, Form-Validation, Error-Handling, Negative

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full access but must provide valid data
Role_Restrictions: Must comply with validation rules
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: High

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Validation service, Business rules engine
Code_Module_Mapped: Form Validator, Error Handler, Business Rules
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

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

Requirements Traceability:

Related_Requirements: Validation rules for all functional fields, AC-18 (validation before saving)
Related_Bugs: N/A
Related_Test_Cases: TC_010, TC_014

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Validation service, Business rules engine
Performance_Baseline: < 1 second validation response
Data_Requirements: Invalid test data combinations

Prerequisites:

Setup_Requirements: Validation rules configured
User_Roles_Permissions: System Administrator with settings modification permissions
Test_Data: USR-001 (admin@testcompany.com), Invalid data combinations
Prior_Test_Cases: TC_014 (save functionality)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Access General Settings page	Page loads successfully	N/A	Base state
2	Attempt to set invalid combination	System prevents invalid localization combinations	Invalid data	Cross-field validation
3	Try to save with validation errors	Save button remains disabled or shows validation errors	Invalid settings	Validation prevention
4	Verify error message display	Clear, specific error messages shown	N/A	Error communication
5	Correct validation errors	Error messages disappear, save becomes available	Valid data	Error resolution
6	Complete successful save	Settings save successfully after correction	Corrected data	Resolution confirmation
7	Test edge case validation	Boundary values properly validated	Edge case data	Boundary testing

Verification Points:

Primary_Verification: Form validation prevents saving of invalid configurations
Secondary_Verifications: Clear error messages, proper error state handling
Negative_Verification: No invalid data persisted, no confusing error states

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: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Planned

Test Relationships:

Blocking_Tests: Basic form functionality
Blocked_Tests: Advanced validation scenarios
Parallel_Tests: Field-specific validation tests
Sequential_Tests: Error recovery tests

Additional Information:

Notes: Validation prevents data corruption and compliance violations
Edge_Cases: Client-side vs server-side validation conflicts
Risk_Areas: Validation bypass attempts, inconsistent error states
Security_Considerations: Input sanitization, injection prevention

Missing Scenarios Identified:

Scenario_1: Validation behavior with JavaScript disabled
Type: Edge Case
Rationale: Server-side validation must work independently
Priority: P2

Test Case 17 - Verify keyboard shortcuts for form actions

Test Case ID: CRM06.4P1US6.4_TC_017

Title: Verify keyboard shortcuts for form actions

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Accessibility
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-Accessibility, Functional, MOD-GeneralSettings, P3-Medium, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-User-Acceptance, Report-Quality-Dashboard, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Keyboard-Shortcuts, Accessibility, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full access to keyboard navigation
Role_Restrictions: None
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Accessibility framework, Keyboard handler
Code_Module_Mapped: Keyboard Manager, Accessibility Controller
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: QA
Report_Categories: User-Acceptance, Quality-Dashboard
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability:

Related_Requirements: Business Rules - keyboard shortcuts (Ctrl+S for save, ESC for cancel)
Related_Bugs: N/A
Related_Test_Cases: TC_014, TC_015

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Keyboard event handler, Accessibility framework
Performance_Baseline: < 100ms keyboard response
Data_Requirements: Test modification data

Prerequisites:

Setup_Requirements: Keyboard navigation enabled
User_Roles_Permissions: System Administrator with settings modification permissions
Test_Data: USR-001 (admin@testcompany.com), keyboard test data
Prior_Test_Cases: TC_015 (cancel functionality)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Access General Settings page	Page loads successfully	N/A	Base state
2	Make changes to any functional field	Changes applied successfully	Test data	Modification setup
3	Press Ctrl+S (Cmd+S on Mac)	Save action triggered, settings saved	N/A	Save shortcut per business rules
4	Make additional changes	New changes applied	Test data	Reset for cancel test
5	Press ESC key	Cancel action triggered, changes discarded	N/A	Cancel shortcut per business rules
6	Verify keyboard accessibility	All functional elements accessible via keyboard	N/A	Full accessibility
7	Test tab navigation	Tab key moves through form elements logically	N/A	Navigation order

Verification Points:

Primary_Verification: Keyboard shortcuts work correctly for save and cancel actions
Secondary_Verifications: Full keyboard accessibility for all functional elements
Negative_Verification: No keyboard traps or inaccessible elements

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: Monthly
Maintenance_Effort: Low
Automation_Candidate: No

Test Relationships:

Blocking_Tests: Basic form functionality
Blocked_Tests: Advanced accessibility tests
Parallel_Tests: Mouse interaction tests
Sequential_Tests: Screen reader compatibility tests

Additional Information:

Notes: Keyboard shortcuts improve administrator efficiency
Edge_Cases: Conflicting browser shortcuts, international keyboards
Risk_Areas: Keyboard trap situations, inaccessible elements
Security_Considerations: Keyboard logging prevention, secure shortcuts

Missing Scenarios Identified:

Scenario_1: Keyboard navigation with screen reader software
Type: Accessibility
Rationale: Screen reader compatibility essential for accessibility compliance
Priority: P2

Test Case 18 - Verify General Settings functionality across major browsers

Test Case ID: CRM06.4P1US6.4_TC_018

Title: Verify General Settings functionality across major browsers

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Compatibility
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, CRM-Compatibility, Cross-Browser, MOD-GeneralSettings, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Cross-Browser-Results, Report-Quality-Dashboard, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Cross-Browser, Compatibility-Testing, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full access across all browsers
Role_Restrictions: None
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Cross-browser rendering, JavaScript engines
Code_Module_Mapped: UI Framework, Browser Compatibility Layer
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

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

Requirements Traceability:

Related_Requirements: Cross-browser compatibility for Chrome, Firefox, Safari, Edge
Related_Bugs: N/A
Related_Test_Cases: All functional tests (TC_007-TC_017)

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: Cross-browser testing framework
Performance_Baseline: Consistent performance across browsers
Data_Requirements: Standardized test data set

Prerequisites:

Setup_Requirements: Multiple browsers installed and updated
User_Roles_Permissions: System Administrator credentials for all browser sessions
Test_Data: USR-001 (admin@testcompany.com), CFG-012 (cross-browser test data)
Prior_Test_Cases: Individual functional tests in primary browser

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Open General Settings in Chrome	Page loads correctly, all sections visible	N/A	Chrome baseline
2	Test core functionality in Chrome	All functional elements work properly	Test data	Chrome validation
3	Open General Settings in Firefox	Identical layout and functionality	N/A	Firefox comparison
4	Test core functionality in Firefox	All functional elements work properly	Test data	Firefox validation
5	Open General Settings in Safari	Identical layout and functionality	N/A	Safari comparison
6	Test core functionality in Safari	All functional elements work properly	Test data	Safari validation
7	Open General Settings in Edge	Identical layout and functionality	N/A	Edge comparison
8	Test core functionality in Edge	All functional elements work properly	Test data	Edge validation
9	Compare performance across browsers	Response times within acceptable variance	Performance metrics	Performance consistency
10	Verify visual consistency	UI elements appear identical across browsers	N/A	Visual validation

Verification Points:

Primary_Verification: Consistent functionality across Chrome, Firefox, Safari, and Edge
Secondary_Verifications: Identical visual layout, same performance characteristics
Negative_Verification: No browser-specific bugs or layout issues

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: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships:

Blocking_Tests: Core functionality validation
Blocked_Tests: Browser-specific optimization tests
Parallel_Tests: Mobile browser testing
Sequential_Tests: Performance comparison analysis

Additional Information:

Notes: Cross-browser compatibility essential for diverse user environments
Edge_Cases: Browser extensions conflicts, legacy browser versions
Risk_Areas: JavaScript compatibility, CSS rendering differences
Security_Considerations: Browser-specific security implementations

Missing Scenarios Identified:

Scenario_1: General Settings functionality in private/incognito modes
Type: Browser
Rationale: Private browsing may affect functionality
Priority: P3

Test Case 19 - Verify responsive design on tablet and mobile devices

Test Case ID: CRM06.4P1US6.4_TC_019

Title: Verify responsive design on tablet and mobile devices

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Responsive Design
Test Type: UI
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, CRM-ResponsiveDesign, Mobile, MOD-GeneralSettings, P2-High, Phase-Regression, Type-UI, Platform-Mobile, Report-QA, Report-Mobile-Compatibility, Report-Quality-Dashboard, Customer-All, Risk-Medium, Business-Medium, Revenue-Impact-Low, Responsive-Design, Mobile-Testing, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full access on mobile devices
Role_Restrictions: None
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%
Integration_Points: Responsive CSS framework, Touch interface
Code_Module_Mapped: Responsive UI, Mobile Adaptation Layer
Requirement_Coverage: Complete
Cross_Platform_Support: Mobile

Stakeholder Reporting:

Primary_Stakeholder: QA
Report_Categories: Mobile-Compatibility, Quality-Dashboard
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability:

Related_Requirements: Responsive design support for tablet and mobile
Related_Bugs: N/A
Related_Test_Cases: TC_018

Test Environment:

Environment: Staging
Browser/Version: Chrome Mobile, Safari Mobile, Samsung Internet
Device/OS: iOS 16+, Android 13+
Screen_Resolution: Tablet-1024x768, Mobile-375x667
Dependencies: Responsive CSS framework
Performance_Baseline: < 4 seconds mobile load time
Data_Requirements: Mobile-optimized test data

Prerequisites:

Setup_Requirements: Mobile devices or browser dev tools for testing
User_Roles_Permissions: System Administrator access on mobile
Test_Data: USR-001 (admin@testcompany.com), mobile test data
Prior_Test_Cases: TC_018 (desktop browser testing)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Access page on tablet (1024x768)	Page adapts to tablet layout properly	N/A	Tablet responsiveness
2	Verify section layout on tablet	All sections stack appropriately	N/A	Layout adaptation
3	Test dropdown functionality on tablet	Touch interactions work correctly	Test data	Touch compatibility
4	Access page on mobile (375x667)	Page adapts to mobile layout properly	N/A	Mobile responsiveness
5	Verify section layout on mobile	Sections stack in single column	N/A	Mobile layout
6	Test dropdown functionality on mobile	Touch interactions work correctly	Test data	Mobile touch
7	Verify button accessibility on mobile	Buttons properly sized for touch	N/A	Touch target size
8	Test form submission on mobile	Save/Cancel buttons work via touch	Test data	Mobile form interaction

Verification Points:

Primary_Verification: General Settings page is fully responsive on tablet and mobile
Secondary_Verifications: Proper touch interactions, appropriate button sizing
Negative_Verification: No horizontal scrolling, no overlapping elements

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: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Planned

Test Relationships:

Blocking_Tests: Desktop functionality validation
Blocked_Tests: Mobile-specific feature tests
Parallel_Tests: Cross-browser mobile testing
Sequential_Tests: Performance optimization tests

Additional Information:

Notes: Mobile responsiveness critical for field administrator access
Edge_Cases: Device rotation, various screen densities
Risk_Areas: Touch target sizing, layout overflow
Security_Considerations: Mobile security, touch gesture security

Missing Scenarios Identified:

Scenario_1: General Settings access during device rotation
Type: Mobile
Rationale: Orientation changes should maintain functionality
Priority: P3

Test Case 20 - Verify access control for different user roles

Test Case ID: CRM06.4P1US6.4_TC_020

Title: Verify access control for different user roles

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Security
Test Type: Security
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, CRM-Security, Access-Control, MOD-GeneralSettings, P1-Critical, Phase-Regression, Type-Security, Platform-Web, Report-Engineering, Report-Security-Validation, Report-Quality-Dashboard, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Role-Based-Access, Security-Testing, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: Multiple roles (System Admin, CRM Admin, Regular User)
Permission_Level: Varies by role
Role_Restrictions: Role-specific access limitations
Multi_Role_Scenario: Yes

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%
Integration_Points: Authentication service, RBAC system
Code_Module_Mapped: Access Control, Role Management, Security Engine
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

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

Requirements Traceability:

Related_Requirements: User story role definitions, AC-17 (access control enforcement)
Related_Bugs: N/A
Related_Test_Cases: TC_026, TC_027

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Authentication service, RBAC system
Performance_Baseline: < 2 seconds role verification
Data_Requirements: Multiple user accounts with different roles

Prerequisites:

Setup_Requirements: RBAC system configured with multiple user roles
User_Roles_Permissions: Test accounts for System Admin, CRM Admin, Regular User
Test_Data: USR-001 (admin), USR-002 (crmadmin), USR-003 (user)
Prior_Test_Cases: Authentication system validation

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Login as System Administrator	Full access to General Settings page	admin@testcompany.com / SecurePass123!	System Admin access
2	Verify System Admin can access all sections	All functional sections available	N/A	Full privilege verification
3	Login as CRM Administrator	Access to General Settings page	crmadmin@testcompany.com / CRMAdmin456!	CRM Admin access
4	Verify CRM Admin permissions	Appropriate access to business settings	N/A	Business settings access
5	Login as Regular User	General Settings access restricted or denied	user@testcompany.com / RegularUser789!	Regular user access
6	Verify appropriate access level	Limited or no access to configuration settings	N/A	Permission enforcement
7	Test unauthorized access attempts	System prevents unauthorized configuration changes	Invalid attempts	Security enforcement

Verification Points:

Primary_Verification: Role-based access control properly enforced for General Settings
Secondary_Verifications: Appropriate permission levels for each role
Negative_Verification: No unauthorized access, no privilege escalation

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: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Planned

Test Relationships:

Blocking_Tests: Authentication system tests
Blocked_Tests: Role-specific functionality tests
Parallel_Tests: Permission validation tests
Sequential_Tests: Security audit tests

Additional Information:

Notes: Critical security validation for enterprise B2B SaaS
Edge_Cases: Role changes during active sessions, concurrent role testing
Risk_Areas: Privilege escalation, unauthorized access
Security_Considerations: Role isolation, access logging, audit trails

Missing Scenarios Identified:

Scenario_1: Role permission changes during active General Settings session
Type: Security
Rationale: Real-time permission changes should be enforced immediately
Priority: P1

Test Case 21- Verify session security and timeout handling

Test Case ID: CRM06.4P1US6.4_TC_021

Title: Verify session security and timeout handling

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Session Security
Test Type: Security
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, CRM-SessionSecurity, Security, MOD-GeneralSettings, P2-High, Phase-Regression, Type-Security, Platform-Web, Report-Engineering, Report-Security-Validation, Report-Quality-Dashboard, Customer-All, Risk-High, Business-High, Revenue-Impact-Medium, Session-Management, Security-Timeout, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Subject to session timeout policies
Role_Restrictions: Security timeout applies to all roles
Multi_Role_Scenario: No

Quality Metrics:

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 35 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: High

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Session management service, Timeout monitoring
Code_Module_Mapped: Session Controller, Security Monitor, Timeout Handler
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

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

Requirements Traceability:

Related_Requirements: Business Rules - Session timeout (30 minutes default, 5-minute warning)
Related_Bugs: N/A
Related_Test_Cases: TC_029

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Session management service, Timeout policies
Performance_Baseline: < 1 second timeout detection
Data_Requirements: Session configuration with 30-minute timeout

Prerequisites:

Setup_Requirements: Session timeout configured (30 minutes default)
User_Roles_Permissions: System Administrator access
Test_Data: USR-001 (admin@testcompany.com), session test data
Prior_Test_Cases: TC_020 (access control)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Access General Settings page	Page loads successfully	N/A	Base state
2	Make changes to functional fields	Changes applied but not saved	Test data	Session state setup
3	Wait for session timeout period	Session expires, user redirected to login	N/A	Timeout behavior per business rules
4	Login again and return to page	Unsaved changes are lost, page shows defaults	N/A	Security validation
5	Verify no unauthorized persistence	No sensitive data retained after timeout	N/A	Data security
6	Test concurrent session handling	Multiple sessions handled appropriately	N/A	Session management
7	Verify 5-minute warning system	Warning appears 25 minutes after login	N/A	Warning system per business rules

Verification Points:

Primary_Verification: Session timeout properly enforced, unsaved data cleared
Secondary_Verifications: Proper redirect to login, no data leakage, warning system
Negative_Verification: No session persistence beyond timeout, no unauthorized access

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: Weekly
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships:

Blocking_Tests: Session management initialization
Blocked_Tests: Extended session tests
Parallel_Tests: Multi-user session tests
Sequential_Tests: Session recovery tests

Additional Information:

Notes: Session security critical for B2B utility SaaS compliance
Edge_Cases: Network interruptions, browser refresh during timeout
Risk_Areas: Session hijacking, data persistence beyond timeout
Security_Considerations: Session token security, timeout enforcement

Missing Scenarios Identified:

Scenario_1: Session timeout during active data entry in General Settings
Type: Security
Rationale: Data loss prevention vs security enforcement balance
Priority: P1

Test Case 22 - Verify General Settings page load performance

Test Case ID: CRM06.4P1US6.4_TC_022

Title: Verify General Settings page load performance

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Performance
Test Type: Performance
Test Level: System
Priority: P2-High
Execution Phase: Performance
Automation Status: Automated

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, CRM-Performance, Performance, MOD-GeneralSettings, P2-High, Phase-Performance, Type-Performance, Platform-Web, Report-Engineering, Report-Performance-Metrics, Report-Quality-Dashboard, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Page-Load-Performance, Performance-Testing, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full access for performance testing
Role_Restrictions: None
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Performance monitoring, Network optimization
Code_Module_Mapped: Performance Monitor, Load Manager, Response Timer
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

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

Requirements Traceability:

Related_Requirements: Performance baselines (< 3 seconds page load, < 500ms interactions)
Related_Bugs: N/A
Related_Test_Cases: TC_023

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Performance monitoring tools, Network conditions
Performance_Baseline: < 3 seconds page load, < 500ms interactions
Data_Requirements: Performance baseline metrics

Prerequisites:

Setup_Requirements: Performance testing tools configured
User_Roles_Permissions: System Administrator access
Test_Data: USR-001 (admin@testcompany.com), performance test data
Prior_Test_Cases: Basic functionality validation

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Clear browser cache and cookies	Clean state for performance testing	N/A	Test preparation
2	Navigate to General Settings page	Page loads within 3 seconds	N/A	Load performance per baseline
3	Measure dropdown interaction time	Dropdowns open within 500ms	N/A	Interaction performance per baseline
4	Test form submission performance	Save operation completes within 2 seconds	Test data	Submission performance
5	Simulate slow network conditions	Page still loads within acceptable time	3G simulation	Network resilience
6	Monitor resource utilization	CPU and memory usage remain reasonable	N/A	Resource efficiency
7	Verify no memory leaks	Memory usage stable during extended use	N/A	Memory management

Verification Points:

Primary_Verification: Page load and interactions meet performance benchmarks
Secondary_Verifications: Acceptable performance under poor network conditions
Negative_Verification: No performance degradation, no resource leaks

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: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships:

Blocking_Tests: Performance monitoring setup
Blocked_Tests: Load testing scenarios
Parallel_Tests: Concurrent user performance tests
Sequential_Tests: Performance optimization validation

Additional Information:

Notes: Performance critical for user adoption and satisfaction
Edge_Cases: Peak usage times, degraded network conditions
Risk_Areas: Performance regression, resource exhaustion
Security_Considerations: Performance monitoring data security

Missing Scenarios Identified:

Scenario_1: Performance impact of different browser extensions
Type: Performance
Rationale: Browser extensions may affect page performance
Priority: P3

Test Case 23 - Verify concurrent user settings modification handling

Test Case ID: CRM06.4P1US6.4_TC_023

Title: Verify concurrent user settings modification handling

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Concurrency
Test Type: Performance
Test Level: Integration
Priority: P3-Medium
Execution Phase: Performance
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, CRM-Concurrency, Performance, MOD-GeneralSettings, P3-Medium, Phase-Performance, Type-Performance, Platform-Web, Report-Engineering, Report-Performance-Metrics, Report-Integration-Testing, Customer-Enterprise, Risk-Medium, Business-Medium, Revenue-Impact-Low, Concurrent-Access, Load-Testing, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: Multiple System Administrators
Permission_Level: Full access for all concurrent users
Role_Restrictions: None
Multi_Role_Scenario: Yes

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Load balancer, Database concurrency, Session management
Code_Module_Mapped: Concurrency Controller, Database Lock Manager, Session Coordinator
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

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

Requirements Traceability:

Related_Requirements: System stability under concurrent access
Related_Bugs: N/A
Related_Test_Cases: TC_022

Test Environment:

Environment: Staging
Browser/Version: Multiple browser instances
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Load testing framework, Multiple user accounts
Performance_Baseline: Stable performance with 5 concurrent users
Data_Requirements: Multiple administrator accounts

Prerequisites:

Setup_Requirements: Multiple administrator accounts, load testing capability
User_Roles_Permissions: 5 System Administrator accounts
Test_Data: USR-001 through USR-005 (multiple admin accounts)
Prior_Test_Cases: TC_022 (performance baseline)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Open General Settings in 5 concurrent sessions	All sessions load successfully	Multiple accounts	Concurrent access
2	Modify same setting in multiple sessions	System handles concurrent modifications	Test data	Concurrency handling
3	Save changes from multiple sessions	Last save wins or conflict resolution occurs	Various data	Conflict resolution
4	Verify data consistency	Final state is consistent across all sessions	N/A	Data integrity
5	Test system stability under load	No system degradation or errors	N/A	System stability
6	Monitor response times	Response times remain within acceptable range	N/A	Performance maintenance

Verification Points:

Primary_Verification: System handles concurrent settings modifications gracefully
Secondary_Verifications: Data consistency maintained, no performance degradation
Negative_Verification: No data corruption, no system instability

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: Monthly
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships:

Blocking_Tests: Performance baseline tests
Blocked_Tests: Stress testing scenarios
Parallel_Tests: Database concurrency tests
Sequential_Tests: System recovery tests

Additional Information:

Notes: Concurrency testing validates multi-admin environment handling
Edge_Cases: Network latency variations, database lock timeouts
Risk_Areas: Data conflicts, system overload, deadlock scenarios
Security_Considerations: Concurrent access logging, conflict audit trails

Missing Scenarios Identified:

Scenario_1: Concurrent access during system maintenance
Type: Integration
Rationale: Maintenance mode behavior with active sessions
Priority: P3

Test Case 24 - Verify behavior with network connectivity issues

Test Case ID: CRM06.4P1US6.4_TC_024

Title: Verify behavior with network connectivity issues

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Error Handling
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Negative, CRM-ErrorHandling, Network, MOD-GeneralSettings, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Integration-Testing, Customer-All, Risk-High, Business-Medium, Revenue-Impact-Medium, Network-Resilience, Error-Recovery, Negative

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full access subject to network availability
Role_Restrictions: Network dependency limitations
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Network monitoring, Error recovery, Offline handling
Code_Module_Mapped: Network Handler, Error Recovery, Connection Monitor
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: QA
Report_Categories: Quality-Dashboard, Integration-Testing
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability:

Related_Requirements: Error handling and recovery capabilities
Related_Bugs: N/A
Related_Test_Cases: TC_014, TC_016

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Network simulation tools
Performance_Baseline: < 5 seconds error detection
Data_Requirements: Network simulation capability

Prerequisites:

Setup_Requirements: Network simulation tools available
User_Roles_Permissions: System Administrator access
Test_Data: USR-001 (admin@testcompany.com), network test data
Prior_Test_Cases: TC_016 (validation and error handling)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Access General Settings page	Page loads successfully	N/A	Base state
2	Make changes to functional fields	Changes applied locally	Test data	Local state setup
3	Simulate network disconnection	System detects network loss	Network off	Connectivity loss
4	Attempt to save settings	Appropriate error message displayed	N/A	Error communication
5	Restore network connectivity	System reconnects automatically	Network on	Recovery behavior
6	Retry save operation	Settings save successfully after reconnection	Test data	Recovery validation
7	Verify data integrity	No data loss or corruption occurred	Saved data	Data consistency

Verification Points:

Primary_Verification: System gracefully handles network connectivity issues
Secondary_Verifications: Appropriate error messages, automatic recovery
Negative_Verification: No data loss, no silent failures

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: Weekly
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships:

Blocking_Tests: Basic functionality validation
Blocked_Tests: Offline capability tests
Parallel_Tests: Database connectivity tests
Sequential_Tests: System recovery validation

Additional Information:

Notes: Network resilience critical for field administrator access
Edge_Cases: Intermittent connectivity, proxy server issues
Risk_Areas: Data loss during connectivity issues, silent failures
Security_Considerations: Secure reconnection, data transmission integrity

Missing Scenarios Identified:

Scenario_1: Partial network connectivity during save operation
Type: Error
Rationale: Partial connectivity may cause unexpected behavior
Priority: P2

Test Case 25 - Verify localization changes impact throughout CRM system

Test Case ID: CRM06.4P1US6.4_TC_025

Title: Verify localization changes impact throughout CRM system

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

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

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, CRM-Integration, Localization, MOD-GeneralSettings, P2-High, Phase-Regression, Type-Integration, Platform-Web, Report-Engineering, Report-Integration-Testing, Report-Quality-Dashboard, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Cross-System-Integration, Localization-Propagation, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: CRM Administrator
Permission_Level: Administrative access to localization affecting all users
Role_Restrictions: Cannot modify technical language installations
Multi_Role_Scenario: Yes (affects all users)

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Dashboard, Reports, Forms, Navigation, Localization service
Code_Module_Mapped: Localization Engine, Cross-Module Communication, UI Translation
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

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

Requirements Traceability:

Related_Requirements: Business Rules - Language changes require page refresh, integration across CRM modules
Related_Bugs: N/A
Related_Test_Cases: TC_007, TC_031

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Full CRM system, Localization service, Multiple CRM modules
Performance_Baseline: < 3 seconds cross-system propagation
Data_Requirements: Multi-module CRM data, language packs

Prerequisites:

Setup_Requirements: Full CRM system accessible with multiple modules
User_Roles_Permissions: CRM Administrator with localization access
Test_Data: USR-002 (crmadmin@testcompany.com), cross-system test data
Prior_Test_Cases: TC_007 (language functionality), TC_031 (localization integration)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Access General Settings as CRM Admin	Page loads in current language (English)	N/A	Baseline language state
2	Navigate through CRM modules	All modules display in English	N/A	Pre-change audit
3	Change Language to "Spanish" in General Settings	Language setting updated successfully	Spanish	Language change per user story
4	Change Timezone to "Pacific Time (UTC-8)"	Timezone setting updated	Pacific Time (UTC-8)	Complementary change
5	Change Date Format to "DD/MM/YYYY"	Date format setting updated	DD/MM/YYYY	Complete localization
6	Save settings and refresh page	Settings saved, page displays in Spanish	N/A	Language propagation per business rules
7	Navigate to Dashboard module	Dashboard displays in Spanish with Pacific timezone	N/A	Dashboard integration
8	Check Reports module	Reports interface in Spanish with DD/MM/YYYY format	N/A	Reports integration
9	Verify date/time displays	All timestamps in Pacific time, DD/MM/YYYY format	Sample dates	Format consistency
10	Check navigation and forms	All interface elements in Spanish	N/A	Complete propagation validation

Verification Points:

Primary_Verification: Localization changes propagate consistently across entire CRM system
Secondary_Verifications: Proper date/time formatting, complete language translation
Negative_Verification: No partial translations, no mixed language displays

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: Weekly
Maintenance_Effort: High
Automation_Candidate: No

Test Relationships:

Blocking_Tests: Language functionality validation
Blocked_Tests: Multi-user localization tests
Parallel_Tests: Timezone-specific feature tests
Sequential_Tests: Language reversion tests

Additional Information:

Notes: Cross-system integration critical for consistent user experience
Edge_Cases: Incomplete translations, mixed content scenarios
Risk_Areas: Partial propagation, system inconsistencies
Security_Considerations: Language pack integrity, XSS in translated content

Missing Scenarios Identified:

Scenario_1: Localization impact on active user sessions
Type: Integration
Rationale: Active sessions should reflect localization changes
Priority: P2

Test Case 26 - Verify System Administrator full access to all General Settings functional sections

Test Case ID: CRM06.4P1US6.4_TC_026

Title: Verify System Administrator full access to all General Settings functional sections Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Role Access Control
Test Type: Security
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, CRM-Settings, UI, MOD-GeneralSettings, P1-Critical, Phase-Smoke, Type-Security, Platform-Web, Report-Engineering, Report-Security-Validation, Report-Quality-Dashboard, Report-User-Acceptance, Report-Customer-Segment-Analysis, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Authentication, Role-SystemAdmin, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full administrative access to all system settings including security, integrations, and technical configurations
Role_Restrictions: None (full access)
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Authentication service, RBAC engine
Code_Module_Mapped: Role Management, Settings Access Control
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

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

Requirements Traceability:

Related_Requirements: User story sections 2, 9 (AC-1, AC-17), System Administrator role definition
Related_Bugs: N/A
Related_Test_Cases: TC_020, TC_021, TC_027

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 service, RBAC system, CRM database
Performance_Baseline: < 3 seconds page load, < 500ms interactions
Data_Requirements: System Admin account with full permissions

Prerequisites:

Setup_Requirements: RBAC system configured with System Admin role
User_Roles_Permissions: System Administrator with full access (admin@testcompany.com)
Test_Data: USR-001 (admin@testcompany.com), CFG-001 (baseline settings)
Prior_Test_Cases: Authentication system validation

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to CRM login page at /login	Login page loads within 3 seconds with username/password fields visible	N/A	Performance baseline validation
2	Enter System Admin credentials and click "Sign In"	Authentication successful, redirected to dashboard within 2 seconds	admin@testcompany.com / SecurePass123!	Role authentication per user story
3	Click "Settings" in main navigation menu	Settings dropdown menu expands showing all available options	N/A	Menu access verification
4	Click "General Settings" from dropdown	General Settings page loads within 3 seconds, all sections visible	N/A	Page access validation per AC-1
5	Verify Notifications section display	Section shows "Coming soon" message with notification bell icon, no interactive elements	N/A	Coming soon state per current implementation
6	Verify Security section display	Section shows "Coming soon" message with shield icon, no interactive elements	N/A	Coming soon state per current implementation
7	Verify Appearance section absence	No Appearance section visible anywhere on page	N/A	Complete removal validation
8	Verify Localization section functionality	Language dropdown shows 8 options, Timezone dropdown functional, Date Format dropdown with 5 options	English, Spanish, French, German, Italian, Portuguese, Chinese, Japanese	Full functionality per user story sample data
9	Verify Data Management section layout	Only Auto-save Interval and Data Retention fields present, Backup Frequency completely absent	Auto-save: 1-15 min + Never, Retention: 6 months-10 years + Never	Partial functionality validation
10	Test Save Settings button access	Button visible, clickable, no permission restrictions	N/A	Full access confirmation per role definition

Verification Points:

Primary_Verification: System Administrator has complete access to all functional General Settings sections
Secondary_Verifications: All coming soon states displayed correctly, functional sections fully accessible
Negative_Verification: No permission denied messages, no restricted access to any visible elements

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: Authentication system tests
Blocked_Tests: CRM Admin access tests
Parallel_Tests: Regular user access restriction tests
Sequential_Tests: Must run before role-specific functionality tests

Additional Information:

Notes: System Admin role is highest privilege level per user story section 2
Edge_Cases: Multiple concurrent System Admin sessions
Risk_Areas: Privilege escalation, unauthorized access
Security_Considerations: Full access validation critical for B2B utility SaaS security

Missing Scenarios Identified:

Scenario_1: System Admin accessing during maintenance mode
Type: Edge Case
Rationale: Critical for system administration during outages
Priority: P2
Scenario_2: System Admin session timeout behavior with unsaved changes
Type: Error
Rationale: Data loss prevention for high-privilege accounts
Priority: P1

Test Case 27 - Verify CRM Administrator access restrictions and business configuration permissions

Test Case ID: CRM06.4P1US6.4_TC_027

Title: Verify CRM Administrator access restrictions and business configuration permissions Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Role Access Control
Test Type: Security
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, CRM-Settings, UI, MOD-GeneralSettings, P1-Critical, Phase-Regression, Type-Security, Platform-Web, Report-Product, Report-Security-Validation, Report-Quality-Dashboard, Report-User-Acceptance, Report-Customer-Segment-Analysis, Customer-SMB, Risk-High, Business-High, Revenue-Impact-Medium, Integration-Authentication, Role-CRMAdmin, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: CRM Administrator
Permission_Level: Administrative access to business configuration settings, user management, and operational preferences
Role_Restrictions: No access to technical configurations, security protocols, system integrations
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 80%
Integration_Points: Authentication service, RBAC engine, Business configuration module
Code_Module_Mapped: Role Management, Business Settings Access
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

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

Requirements Traceability:

Related_Requirements: User story sections 2, 9 (AC-17), CRM Administrator role definition
Related_Bugs: N/A
Related_Test_Cases: TC_026, TC_020

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Authentication service, RBAC system, Business configuration module
Performance_Baseline: < 3 seconds page load, < 500ms interactions
Data_Requirements: CRM Admin account with business-level permissions

Prerequisites:

Setup_Requirements: RBAC system configured with CRM Administrator role
User_Roles_Permissions: CRM Administrator with business configuration access (crmadmin@testcompany.com)
Test_Data: USR-002 (crmadmin@testcompany.com), CFG-002 (business settings baseline)
Prior_Test_Cases: System Admin access validation (TC_026)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to CRM login page	Login page displays correctly within 3 seconds	N/A	Performance baseline
2	Enter CRM Admin credentials and authenticate	Successful login, dashboard loads with CRM Admin interface	crmadmin@testcompany.com / CRMAdmin456!	Role-specific authentication per user story
3	Navigate to Settings menu	Settings menu accessible, shows available options for CRM Admin role	N/A	Role-based menu display
4	Click "General Settings" option	General Settings page loads, displays appropriate sections for business configuration	N/A	Business configuration access per role definition
5	Verify Notifications section state	Section displays "Coming soon" message consistently with System Admin view	N/A	Consistent coming soon state
6	Verify Security section state	Section displays "Coming soon" message consistently with System Admin view	N/A	Consistent coming soon state
7	Verify Appearance section absence	No Appearance section visible (same as System Admin)	N/A	Consistent section removal
8	Test Localization section access	Full access to Language, Timezone, Date Format dropdowns - business preference configuration	Language: Spanish, Timezone: Central Time (UTC-6), Date: DD/MM/YYYY	Business preference access per user story
9	Test Data Management section access	Access to Auto-save Interval and Data Retention settings for operational workflows	Auto-save: 10 minutes, Retention: 2 years	Operational workflow configuration per role
10	Verify Save Settings functionality	Can save business configuration changes successfully	Modified settings from steps 8-9	Business setting persistence
11	Attempt technical configuration access	No additional technical settings visible or accessible	N/A	Technical restriction validation per role definition

Verification Points:

Primary_Verification: CRM Administrator has appropriate access to business configuration settings only
Secondary_Verifications: Same coming soon states as System Admin, full functional section access
Negative_Verification: No access to technical configurations, no system-level settings

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: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships:

Blocking_Tests: System Admin access validation (TC_026)
Blocked_Tests: Regular user restriction tests
Parallel_Tests: Multiple CRM Admin sessions
Sequential_Tests: Role comparison tests

Additional Information:

Notes: CRM Admin focuses on business processes and operational workflows per user story
Edge_Cases: CRM Admin attempting to access hidden technical features
Risk_Areas: Privilege escalation beyond business scope
Security_Considerations: Business vs technical setting separation critical

Missing Scenarios Identified:

Scenario_1: CRM Admin bulk user notification preference changes
Type: Integration
Rationale: User story mentions user management access for CRM Admin
Priority: P2
Scenario_2: CRM Admin cross-team localization impact assessment
Type: Business
Rationale: Multi-location teams mentioned in user story pain points
Priority: P2

Test Case 28 - Verify email notification dependency warning when SMTP not configured

Test Case ID: CRM06.4P1US6.4_TC_028

Title: Verify email notification dependency warning when SMTP not configured

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Email Notifications
Test Type: Integration
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Negative, CRM-Email, Integration, MOD-GeneralSettings, P1-Critical, Phase-Regression, Type-Integration, Platform-Web, Report-Engineering, Report-Integration-Testing, Report-Quality-Dashboard, Report-API-Test-Results, Report-Customer-Segment-Analysis, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Integration-SMTP, Email-Dependency, Negative

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full access to email configuration and SMTP settings
Role_Restrictions: None
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: SMTP service, Email notification system, External mail servers
Code_Module_Mapped: Email Configuration, SMTP Validation, Notification Engine
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Engineering
Report_Categories: Integration-Testing, Quality-Dashboard, API-Test-Results, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability:

Related_Requirements: Business Rules - Email Notifications Toggle (requires valid SMTP configuration; displays warning if not configured)
Related_Bugs: N/A
Related_Test_Cases: TC_003, TC_026

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Email configuration system, SMTP validation service, Network connectivity
Performance_Baseline: < 3 seconds SMTP validation check
Data_Requirements: Test environment without SMTP configuration

Prerequisites:

Setup_Requirements: Test environment with SMTP service disabled or not configured
User_Roles_Permissions: System Administrator access (admin@testcompany.com)
Test_Data: USR-001 (admin@testcompany.com), CFG-003 (no SMTP config)
Prior_Test_Cases: System Admin access validation (TC_026)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Verify SMTP service status in test environment	SMTP service disabled or not configured	N/A	Environment preparation per business rule
2	Login as System Administrator	Successful authentication and dashboard access	admin@testcompany.com / SecurePass123!	Admin access baseline
3	Navigate to General Settings page	Page loads within 3 seconds showing all sections	N/A	Page access validation
4	Locate Notifications section	Section visible with "Coming soon" message display	N/A	Current implementation state
5	Review section for SMTP dependency indicators	No warning messages shown due to coming soon state	N/A	Current behavior validation - no functional notifications
6	Access browser developer console	Console accessible for backend API monitoring	N/A	Technical validation preparation
7	Monitor network requests during page load	Check for SMTP validation API calls in background	N/A	Backend dependency verification
8	Verify no SMTP-related errors in console	No SMTP connectivity errors logged during page load	N/A	Silent failure prevention
9	Check system logs for SMTP validation attempts	System properly handles missing SMTP without errors	N/A	System stability validation
10	Simulate future email notification enable attempt	System would validate SMTP before allowing activation	N/A	Future functionality preparation per business rules

Verification Points:

Primary_Verification: System handles missing SMTP configuration gracefully with coming soon state
Secondary_Verifications: No errors in console, proper backend validation occurs
Negative_Verification: No SMTP errors surface to user, no system instability

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: Per-Release
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships:

Blocking_Tests: Environment setup validation
Blocked_Tests: Email notification functional tests
Parallel_Tests: Other integration dependency tests
Sequential_Tests: SMTP configuration recovery tests

Additional Information:

Notes: Business rule states email notifications require valid SMTP, current implementation shows coming soon
Edge_Cases: Partial SMTP configuration, network timeouts during validation
Risk_Areas: Silent SMTP failures, user confusion about email capabilities
Security_Considerations: SMTP credential validation, secure email transmission

Missing Scenarios Identified:

Scenario_1: SMTP configuration added after General Settings access
Type: Integration
Rationale: Dynamic SMTP availability should trigger notification option visibility
Priority: P1
Scenario_2: SMTP timeout during validation check
Type: Error
Rationale: Network resilience required for email dependency validation
Priority: P2

Test Case - 29 Verify session timeout minimum 15 minutes security requirement enforcement

Test Case ID: CRM06.4P1US6.4_TC_029

Title: Verify session timeout minimum 15 minutes security requirement enforcement Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Session Security
Test Type: Security
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, CRM-Security, Business-Rules, MOD-GeneralSettings, P1-Critical, Phase-Regression, Type-Security, Platform-Web, Report-Engineering, Report-Security-Validation, Report-Quality-Dashboard, Report-Compliance, Report-Customer-Segment-Analysis, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-SessionManagement, Security-Timeout, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full access to security configuration including session management
Role_Restrictions: Must comply with minimum security requirements
Multi_Role_Scenario: No

Quality Metrics:

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 35 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Session management service, Security validation engine, Timeout monitoring
Code_Module_Mapped: Session Security, Timeout Validation, Security Rules Engine
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

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

Requirements Traceability:

Related_Requirements: Business Rules - Session Timeout Field (Minimum Value: 15 minutes security requirement, Maximum Value: 8 hours compliance requirement, Warning 5 minutes before timeout)
Related_Bugs: N/A
Related_Test_Cases: TC_005, TC_021

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Session management service, Security rule validation, Timeout monitoring system
Performance_Baseline: < 500ms for timeout validation
Data_Requirements: Security configuration with timeout settings

Prerequisites:

Setup_Requirements: Session timeout validation rules configured per business rules
User_Roles_Permissions: System Administrator with security configuration access
Test_Data: USR-001 (admin@testcompany.com), CFG-004 (security settings)
Prior_Test_Cases: System Admin access validation (TC_026)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Login as System Administrator	Successful authentication and dashboard access	admin@testcompany.com / SecurePass123!	Admin security access
2	Navigate to General Settings page	Page loads showing all sections including Security	N/A	Security section access
3	Locate Security section	Section displays "Coming soon" message with shield icon	N/A	Current implementation state
4	Verify current session timeout default	System uses 30-minute default timeout per business rules	N/A	Default validation per user story business rules
5	Monitor session behavior during extended use	Current session follows 30-minute timeout rule	N/A	Baseline timeout behavior
6	Test session warning mechanism	Warning appears 5 minutes before timeout (25-minute mark)	N/A	Warning system per business rules
7	Verify session extension capability	User can extend session by 30 minutes when warned	Extend session option	Extension functionality per business rules
8	Test minimum timeout enforcement at backend	System validates minimum 15-minute requirement in security rules	N/A	Backend security rule validation
9	Verify maximum timeout compliance	System enforces maximum 8-hour limit per compliance requirements	N/A	Compliance validation per business rules
10	Test session timeout immediate effect	New sessions immediately use configured timeout duration	N/A	Immediate effect per business rules

Verification Points:

Primary_Verification: Session timeout follows business rules with 15-minute minimum and 8-hour maximum
Secondary_Verifications: 5-minute warning system works, 30-minute extension available
Negative_Verification: No timeout values below 15 minutes accepted, no unlimited sessions

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: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Planned

Test Relationships:

Blocking_Tests: Security system initialization
Blocked_Tests: User session experience tests
Parallel_Tests: Multiple user session tests
Sequential_Tests: Session security escalation tests

Additional Information:

Notes: Business rules specify exact timeout constraints for security and compliance
Edge_Cases: Session timeout during active data entry, concurrent session management
Risk_Areas: Security bypass attempts, compliance violations
Security_Considerations: Minimum timeout prevents session hijacking, maximum prevents resource exhaustion

Missing Scenarios Identified:

Scenario_1: Session timeout warning during unsaved General Settings changes
Type: Error
Rationale: Data loss prevention during security timeout critical for admin users
Priority: P1
Scenario_2: Multiple admin sessions with different timeout configurations
Type: Integration
Rationale: Concurrent session management with security rule consistency
Priority: P2

Test Case 30 - Verify data retention compliance validation and 30-day grace period enforcement

Test Case ID: CRM06.4P1US6.4_TC_030

Title: Verify data retention compliance validation and 30-day grace period enforcement Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Data 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, CRM-DataManagement, Compliance, MOD-GeneralSettings, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Compliance, Report-Customer-Segment-Analysis, Report-Revenue-Impact-Tracking, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-ComplianceEngine, Data-Retention, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full access to data management and compliance configuration
Role_Restrictions: Must comply with industry and regional regulations
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Compliance engine, Data retention service, Legal validation system
Code_Module_Mapped: Data Management, Compliance Validation, Retention Policy Engine
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Compliance, Customer-Segment-Analysis, Revenue-Impact-Tracking
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability:

Related_Requirements: Business Rules - Data Retention Dropdown (Selection must comply with industry and regional regulations, 30-day grace period before final deletion, deletion activities logged)
Related_Bugs: N/A
Related_Test_Cases: TC_012, TC_026

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Compliance engine, Data retention service, Legal validation system
Performance_Baseline: < 2 seconds compliance validation
Data_Requirements: Compliance rules database, regional regulation settings

Prerequisites:

Setup_Requirements: Compliance engine configured with industry and regional regulations
User_Roles_Permissions: System Administrator with data management access
Test_Data: USR-001 (admin@testcompany.com), CFG-005 (data retention settings)
Prior_Test_Cases: Data Management section access validation (TC_012)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Login as System Administrator	Successful authentication and access to data management features	admin@testcompany.com / SecurePass123!	Admin compliance access
2	Navigate to General Settings page	Page loads with Data Management section visible	N/A	Section access validation
3	Locate Data Retention dropdown in Data Management section	Dropdown visible with current selection "1 year" (default)	1 year default	Default compliance setting per business rules
4	Click Data Retention dropdown	All compliance options displayed: 6 months, 1-10 years, Never	6 months, 1 year, 2 years, 3 years, 5 years, 7 years, 10 years, Never	Full compliance range per business rules
5	Select "3 years" retention period	Selection updates successfully, compliant with industry regulations	3 years	Valid compliance selection
6	Click "Save Settings" button	Settings save with compliance validation confirmation	Modified retention: 3 years	Compliance persistence
7	Verify compliance notification display	System shows "Retention policy updated. Changes affect data older than 3 years."	N/A	User awareness of compliance impact
8	Check for grace period information	System displays "30-day grace period applies before final deletion"	30-day grace period	Grace period notification per business rules
9	Test compliance rule validation	System validates retention period against configured industry regulations	Valid industry compliance	Backend compliance validation
10	Verify audit trail creation	Retention policy change logged with timestamp and user identification	Admin user, timestamp, 3-year retention	Audit compliance per business rules
11	Test data older than retention period handling	System identifies data eligible for

Verification Points:

Primary_Verification: Data retention settings comply with industry regulations and include 30-day grace period
Secondary_Verifications: Proper audit logging, compliance validation, user notification
Negative_Verification: No non-compliant retention periods accepted, no immediate deletion without grace period

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: Per-Release
Maintenance_Effort: High
Automation_Candidate: Planned

Test Relationships:

Blocking_Tests: Compliance engine initialization
Blocked_Tests: Data deletion process tests
Parallel_Tests: Auto-save interval configuration tests
Sequential_Tests: Data audit and recovery tests

Additional Information:

Notes: Business rules require strict compliance with industry and regional regulations
Edge_Cases: Regional regulation changes, industry standard updates
Risk_Areas: Non-compliant data retention, regulatory violations
Security_Considerations: Data protection compliance, audit trail integrity

Missing Scenarios Identified:

Scenario_1: Data retention period change affecting existing data batches
Type: Integration
Rationale: Existing data must follow new retention rules with grace period
Priority: P1
Scenario_2: Regional regulation conflict resolution for multi-jurisdiction clients
Type: Compliance
Rationale: Enterprise clients may operate across multiple regulatory zones
Priority: P2

Test Case 31 - Verify language change propagation throughout CRM system modules

Test Case ID: CRM06.4P1US6.4_TC_031

Title: Verify language change propagation throughout CRM system modules

Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Localization Integration
Test Type: Integration
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, CRM-Localization, Integration, MOD-GeneralSettings, P2-High, Phase-Regression, Type-Integration, Platform-Web, Report-Engineering, Report-Integration-Testing, Report-Quality-Dashboard, Report-User-Acceptance, Report-Customer-Segment-Analysis, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-LocalizationService, Language-Propagation, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: CRM Administrator
Permission_Level: Administrative access to business configuration settings including localization
Role_Restrictions: Cannot modify technical language pack installations
Multi_Role_Scenario: Yes (affects all users in organization)

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: Localization service, Dashboard module, Reports module, User interface components
Code_Module_Mapped: Localization Engine, UI Translation, Cross-Module Communication
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

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

Requirements Traceability:

Related_Requirements: Business Rules - Language Dropdown (Changes require page refresh to take effect), Integration section - Language changes affect dashboard and reports
Related_Bugs: N/A
Related_Test_Cases: TC_007, TC_025, TC_027

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Localization service, CRM modules (Dashboard, Reports, Forms), Language packs
Performance_Baseline: < 3 seconds for language change propagation
Data_Requirements: Multiple language packs installed, sample CRM data in various modules

Prerequisites:

Setup_Requirements: Full CRM system with Dashboard, Reports, and other modules accessible
User_Roles_Permissions: CRM Administrator with localization configuration access
Test_Data: USR-002 (crmadmin@testcompany.com), CFG-006 (multi-language environment)
Prior_Test_Cases: CRM Admin access validation (TC_027), Localization functionality (TC_007)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Login as CRM Administrator	Successful authentication with CRM admin interface in English	crmadmin@testcompany.com / CRMAdmin456!	Baseline language state
2	Navigate to General Settings page	Page displays in English with Localization section functional	N/A	Current language confirmation
3	Note current interface language throughout CRM	All modules (Dashboard, Reports, Navigation) display in English	N/A	Pre-change language audit
4	Change Language setting to "Spanish"	Language dropdown updates to show "Spanish" selected	Spanish	Language selection per user story sample data
5	Change Timezone to "Central Time (UTC-6)"	Timezone dropdown updates to Central Time	Central Time (UTC-6)	Complementary localization change
6	Change Date Format to "DD/MM/YYYY"	Date format dropdown updates to DD/MM/YYYY	DD/MM/YYYY	Complete localization configuration
7	Click "Save Settings" button	Settings saved successfully with confirmation message in English	All localization changes	Save confirmation
8	Refresh browser page or navigate to Dashboard	Page reloads and interface displays in Spanish with Central timezone	N/A	Language propagation per business rules
9	Verify Dashboard module localization	Dashboard elements, labels, and content display in Spanish	N/A	Dashboard integration validation
10	Navigate to Reports module	Reports interface displays in Spanish with DD/MM/YYYY date format	N/A	Reports integration validation
11	Check date/time displays throughout CRM	All timestamps show Central Time zone and DD/MM/YYYY format	Sample dates and times	Format consistency validation
12	Verify navigation menu localization	Main navigation and sub-menus display in Spanish	N/A	Navigation integration validation
13	Test form labels and buttons	All form elements throughout CRM display in Spanish	N/A	Form integration validation
14	Generate a sample report	Report generates in Spanish with correct date/time formatting	Sample report data	Report generation integration

Verification Points:

Primary_Verification: Language change propagates consistently across all CRM modules
Secondary_Verifications: Timezone and date format changes apply system-wide
Negative_Verification: No partial translations, no mixed language displays

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: Weekly
Maintenance_Effort: High
Automation_Candidate: No

Test Relationships:

Blocking_Tests: Language pack installation validation
Blocked_Tests: Multi-user language preference tests
Parallel_Tests: Timezone-specific functionality tests
Sequential_Tests: Language reversion tests

Additional Information:

Notes: Business rules specify page refresh required for language changes to take effect
Edge_Cases: Incomplete language packs, mixed language content
Risk_Areas: Partial translations, timezone calculation errors
Security_Considerations: Language pack integrity, XSS prevention in translated content

Missing Scenarios Identified:

Scenario_1: Language change impact on existing user sessions
Type: Integration
Rationale: Multi-user environment requires session-specific localization handling
Priority: P2
Scenario_2: Language pack update during active CRM usage
Type: Integration
Rationale: Dynamic language pack updates should not disrupt active sessions
Priority: P3

Test Case 32 - Verify Auto-save Interval "Never" option behavior and performance impact validation

Test Case ID: CRM06.4P1US6.4_TC_032

Title: Verify Auto-save Interval "Never" option behavior and performance impact validation Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - Data Management
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-DataManagement, Performance, MOD-GeneralSettings, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Performance-Metrics, Report-Quality-Dashboard, Report-User-Acceptance, Report-Customer-Segment-Analysis, Customer-All, Risk-Medium, Business-Medium, Revenue-Impact-Low, Integration-AutoSave, Performance-Impact, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: Full access to data management configuration
Role_Restrictions: Must consider performance impact on system
Multi_Role_Scenario: Yes (affects all users in organization)

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%
Integration_Points: Auto-save service, Performance monitoring, Database optimization
Code_Module_Mapped: Auto-save Engine, Performance Monitor, Data Persistence
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Engineering
Report_Categories: Performance-Metrics, Quality-Dashboard, User-Acceptance, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability:

Related_Requirements: Business Rules - Auto Save Interval Dropdown (Performance Impact: Lower intervals increase server load, "Never" option available)
Related_Bugs: N/A
Related_Test_Cases: TC_011, TC_030

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+, Firefox 110+
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080
Dependencies: Auto-save service, Performance monitoring tools, Database connectivity
Performance_Baseline: Server load monitoring, response time measurement
Data_Requirements: Performance baseline metrics, auto-save test data

Prerequisites:

Setup_Requirements: Performance monitoring tools configured, auto-save service operational
User_Roles_Permissions: System Administrator with data management access
Test_Data: USR-001 (admin@testcompany.com), CFG-007 (auto-save performance settings)
Prior_Test_Cases: Auto-save interval functionality (TC_011)

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Login as System Administrator	Successful authentication with performance monitoring enabled	admin@testcompany.com / SecurePass123!	Performance baseline establishment
2	Navigate to General Settings page	Page loads with Data Management section accessible	N/A	Section access validation
3	Locate Auto-save Interval dropdown	Dropdown shows current setting "5 minutes" (default)	5 minutes default	Current setting verification per business rules
4	Record baseline server performance metrics	Note current server load, response times, database connections	Baseline metrics	Performance baseline per business rules
5	Change Auto-save Interval to "1 minute"	Selection updates to 1 minute interval	1 minute	High-frequency setting
6	Save settings and monitor server load	Increased server load due to frequent auto-save operations	Performance monitoring	Load increase validation per business rules
7	Change Auto-save Interval to "Never"	Selection updates to "Never" option	Never	Disable auto-save completely per business rules
8	Save settings and verify auto-save disabled	Auto-save service stops, server load decreases	Performance monitoring	Load reduction validation
9	Test manual save requirement with "Never" setting	Users must manually save all changes, no automatic persistence	Manual save testing	Manual save dependency
10	Verify no data loss prevention when "Never" selected	System warns users about manual save requirement	User warning message	Data loss prevention
11	Monitor system stability with "Never" setting	System remains stable without auto-save operations	Stability monitoring	System resilience validation
12	Test performance impact across different intervals	Compare server load: 1 min vs 5 min vs 15 min vs Never	All interval options	Performance comparison per business rules

Verification Points:

Primary_Verification: Auto-save "Never" option disables automatic saving and reduces server load
Secondary_Verifications: Performance impact varies with interval frequency as specified in business rules
Negative_Verification: No auto-save occurs when set to "Never", no system instability

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: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships:

Blocking_Tests: Performance monitoring setup
Blocked_Tests: User experience tests with various auto-save settings
Parallel_Tests: Data retention configuration tests
Sequential_Tests: System load recovery tests

Additional Information:

Notes: Business rules explicitly state lower intervals increase server load
Edge_Cases: System under high load, database connectivity issues
Risk_Areas: Data loss with "Never" setting, server overload with frequent saves
Security_Considerations: Auto-save frequency impact on audit trails

Missing Scenarios Identified:

Scenario_1: Auto-save behavior during system maintenance
Type: Edge Case
Rationale: Auto-save operations during maintenance windows need graceful handling
Priority: P3
Scenario_2: Auto-save interval change impact on active user sessions
Type: Integration
Rationale: Existing sessions should adopt new auto-save intervals dynamically
Priority: P2

Test CASE 33 - Verify General Settings API endpoints for localization configuration persistence

Test Case ID: CRM06.4P1US6.4_TC_033

Title: Verify General Settings API endpoints for localization configuration persistence Created By: Hetal
Created Date: September 05, 2025
Version: 1.0

Classification:

Module/Feature: General Settings - API Integration
Test Type: API
Test Level: Integration
Priority: P2-High
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support: Tags: Happy-Path, CRM-API, Backend, MOD-GeneralSettings, P2-High, Phase-Regression, Type-API, Platform-Web, Report-Engineering, Report-API-Test-Results, Report-Integration-Testing, Report-Quality-Dashboard, Report-Performance-Metrics, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-API, Backend-Validation, Happy-Path

Business Context:

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

Role-Based Context:

User_Role: System Administrator
Permission_Level: API access for configuration management
Role_Restrictions: API authentication required
Multi_Role_Scenario: No

Quality Metrics:

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

Coverage Tracking:

Feature_Coverage: 100%
Integration_Points: REST API, Database persistence, Authentication service
Code_Module_Mapped: API Controllers, Data Persistence Layer, Authentication
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Engineering
Report_Categories: API-Test-Results, Integration-Testing, Quality-Dashboard, Performance-Metrics
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability:

Related_Requirements: All functional localization and data management settings require API persistence
Related_Bugs: N/A
Related_Test_Cases: TC_007, TC_008, TC_009, TC_011, TC_012

Test Environment:

Environment: Staging
Browser/Version: API Testing Tools (Postman, curl)
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: N/A (API testing)
Dependencies: REST API service, Database, Authentication service
Performance_Baseline: < 500ms API response time
Data_Requirements: API authentication tokens, test configuration data

Prerequisites:

Setup_Requirements: API testing tools configured, valid API endpoints accessible
User_Roles_Permissions: API access credentials for System Administrator
Test_Data: API-001 (admin API token), CFG-008 (API test configurations)
Prior_Test_Cases: UI functionality validation for corresponding settings

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Authenticate with API using admin credentials	Valid authentication token received within 500ms	POST /api/auth - admin@testcompany.com	API authentication baseline
2	GET current General Settings configuration	API returns current settings in JSON format within 500ms	GET /api/settings/general	Current state retrieval
3	Verify localization settings in API response	Language, Timezone, Date Format values match UI display	JSON response validation	UI-API consistency
4	Verify data management settings in API response	Auto-save Interval and Data Retention values present, no Backup Frequency	JSON response validation	Partial functionality validation
5	POST language change to "Spanish" via API	API accepts change, returns 200 status, updates database	POST /api/settings/general/language {"language": "Spanish"}	Language update API
6	GET updated configuration to verify persistence	API returns updated language setting as "Spanish"	GET /api/settings/general	Persistence validation
7	POST timezone change to "Pacific Time (UTC-8)" via API	API accepts change, returns 200 status, timezone updated	POST /api/settings/general/timezone {"timezone": "Pacific Time (UTC-8)"}	Timezone update API
8	POST date format change to "DD/MM/YYYY" via API	API accepts change, returns 200 status, format updated	POST /api/settings/general/dateformat {"format": "DD/MM/YYYY"}	Date format update API
9	POST auto-save interval change to "10 minutes" via API	API accepts change, returns 200 status, interval updated	POST /api/settings/general/autosave {"interval": "10 minutes"}	Auto-save update API
10	POST data retention change to "3 years" via API	API accepts change, returns 200 status, retention updated	POST /api/settings/general/retention {"period": "3 years"}	Data retention update API
11	Verify all changes reflected in UI after API updates	Browser refresh shows all API changes in General Settings UI	N/A	API-UI synchronization
12	Test API validation for invalid values	API returns 400 status for invalid language/timezone/format combinations	Invalid test data	API validation testing

Verification Points:

Primary_Verification: API endpoints successfully handle General Settings configuration with proper persistence
Secondary_Verifications: UI-API consistency, proper validation, performance within baseline
Negative_Verification: Invalid data rejected, no data corruption, proper error responses

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: API service initialization
Blocked_Tests: Third-party integration tests
Parallel_Tests: UI functionality tests
Sequential_Tests: Data synchronization tests

Additional Information:

Notes: API testing ensures backend functionality independent of UI
Edge_Cases: API rate limiting, concurrent API calls, network timeouts
Risk_Areas: Data inconsistency between API and UI, API security vulnerabilities
Security_Considerations: API authentication, input validation, data sanitization

Missing Scenarios Identified:

Scenario_1: Batch configuration updates via API
Type: API
Rationale: Bulk settings changes for administrative efficiency
Priority: P3
Scenario_2: API versioning compatibility for General Settings
Type: Integration
Rationale: API backwards compatibility for client integrations
Priority: P2

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

General settings - CRM06.4P1US6.4

Test Scenario Summary

Current Implementation Scope:

Test Coverage Areas:

Test Case 01 - Verify General Settings page access from main navigation

Test Case ID: CRM06.4P1US6.4_TC_001

Test Case 02 - Verify General Settings page layout and structure

Test Case ID: CRM06.4P1US6.4_TC_002

Test Case 04 - Verify Notifications section message styling and accessibility

Test Case ID: CRM06.4P1US6.4_TC_004

Test Case 06 - Verify Appearance section is completely removed

Test Case ID: CRM06.4P1US6.4_TC_006

Test Case 07 - Verify Language dropdown functionality and options

Test Case ID: CRM06.4P1US6.4_TC_007

Test Case 08 - Verify Timezone dropdown functionality with UTC offset display

Test Case ID: CRM06.4P1US6.4_TC_008

Test Case 09 - Verify Date Format dropdown options and preview

Test Case ID: CRM06.4P1US6.4_TC_009

Test Case 10 - Verify Localization field validation and error handling

Test Case ID: CRM06.4P1US6.4_TC_010

Test Case 11- Verify Auto-save Interval dropdown functionality

Test Case ID: CRM06.4P1US6.4_TC_011

Test Case 12 - Verify Data Retention dropdown functionality

Test Case ID: CRM06.4P1US6.4_TC_012

Test Case 13 - Verify Backup Frequency field is completely removed

Test Case ID: CRM06.4P1US6.4_TC_013

Test Case 14 - Verify Save Settings button functionality with valid data

Test Case ID: CRM06.4P1US6.4_TC_014

Test Case 15 - Verify Cancel button functionality and change reversion

Test Case ID: CRM06.4P1US6.4_TC_015

Test Case 16 - Verify form validation and error handling on save

Test Case ID: CRM06.4P1US6.4_TC_016

Test Case 17 - Verify keyboard shortcuts for form actions

Test Case ID: CRM06.4P1US6.4_TC_017

Test Case 18 - Verify General Settings functionality across major browsers

Test Case ID: CRM06.4P1US6.4_TC_018

Test Case 19 - Verify responsive design on tablet and mobile devices

Test Case ID: CRM06.4P1US6.4_TC_019

Test Case 20 - Verify access control for different user roles

Test Case ID: CRM06.4P1US6.4_TC_020

Test Case 21- Verify session security and timeout handling

Test Case ID: CRM06.4P1US6.4_TC_021

Test Case 22 - Verify General Settings page load performance

Test Case ID: CRM06.4P1US6.4_TC_022

Test Case 23 - Verify concurrent user settings modification handling

Test Case ID: CRM06.4P1US6.4_TC_023

Test Case 24 - Verify behavior with network connectivity issues

Test Case ID: CRM06.4P1US6.4_TC_024

Test Case 25 - Verify localization changes impact throughout CRM system

Test Case ID: CRM06.4P1US6.4_TC_025

Test Case 26 - Verify System Administrator full access to all General Settings functional sections

Test Case ID: CRM06.4P1US6.4_TC_026

Test Case 27 - Verify CRM Administrator access restrictions and business configuration permissions

Test Case ID: CRM06.4P1US6.4_TC_027

Test Case 28 - Verify email notification dependency warning when SMTP not configured

Test Case ID: CRM06.4P1US6.4_TC_028

Test Case - 29 Verify session timeout minimum 15 minutes security requirement enforcement

Test Case ID: CRM06.4P1US6.4_TC_029

Test Case 30 - Verify data retention compliance validation and 30-day grace period enforcement

Test Case ID: CRM06.4P1US6.4_TC_030

Test Case 31 - Verify language change propagation throughout CRM system modules

Test Case ID: CRM06.4P1US6.4_TC_031

Test Case 32 - Verify Auto-save Interval "Never" option behavior and performance impact validation

Test Case ID: CRM06.4P1US6.4_TC_032

Test CASE 33 - Verify General Settings API endpoints for localization configuration persistence

Test Case ID: CRM06.4P1US6.4_TC_033

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