Organization profile - CRM6.1P1US6.1
Test Scenario Analysis
A. Functional Test Scenarios
Core Functionality Scenarios
- Organization Profile Management
- Company information configuration and validation
- Company logo upload and management
- Industry selection and company details setup
- Address information with cascading location fields
- Email signature configuration
- Team Member Management
- User invitation workflow with email verification
- Role assignment and management
- User status tracking and updates
- Team statistics calculation and display
- User search and filtering
- Data Validation and Business Rules
- Form field validation across all inputs
- File format and size validation for logo upload
- Email format and duplicate checking
- Address cascading validation (Country → State → City)
- User role and permission enforcement
Integration Scenarios
- System Integration Points
- Navigation between Organization Profile and Team Members tabs
- Real-time updates to team statistics
- Cross-module branding consistency
- User invitation email delivery
- Data persistence across sessions
B. Non-Functional Test Scenarios
Performance Scenarios
- Page Load Performance
- Organization & Users page load time validation
- Logo upload processing performance
- Large team member list rendering
- Address dropdown population speed
Security Scenarios
- Access Control and Validation
- Role-based access to organization settings
- Email verification security checks
- File upload security validation
- User invitation authentication
Compatibility Scenarios
- Cross-Platform Testing
- Desktop browser compatibility (Chrome, Firefox, Safari, Edge)
- Mobile responsive design validation
- Different screen resolution support
C. Edge Case & Error Scenarios
Boundary Testing
- Input Limitations
- Maximum character limits for text fields
- File size limits for logo upload
- Large team member datasets
- Special characters in input fields
Error Handling
- System Error Scenarios
- Network failure during save operations
- Invalid file format uploads
- Email service unavailability
- Database connection issues
Test Case 1: Company Information Configuration with Address Cascading
Test Case Metadata
- Test Case ID: CRM6.1P1US6.1_TC_001
- Title: Verify complete company information entry with cascading address validation and save functionality
- Created By: Hetal
- Created Date: September 04, 2025
- Version: 1.0
Classification
- Module/Feature: Organization Profile
- Test Type: Functional
- Test Level: System
- Priority: P1-Critical
- Execution Phase: Smoke
- Automation Status: Planned-for-Automation
Business Context
- Customer_Segment: All B2B Utility SaaS customers
- Revenue_Impact: High - 60% reduction in setup time improves customer onboarding
- Business_Priority: Must-Have - Core onboarding functionality
- Customer_Journey: Onboarding - Initial system setup
- Compliance_Required: Yes
- SLA_Related: Yes
Role-Based Context
- User_Role: System Administrator
- Permission_Level: Full access to organization configuration
- Role_Restrictions: None for organization profile setup
- Multi_Role_Scenario: No
Quality Metrics
- Risk_Level: High
- Complexity_Level: Medium
- Expected_Execution_Time: 8 minutes
- Reproducibility_Score: High
- Data_Sensitivity: Medium - Company information
- Failure_Impact: Critical - Blocks customer onboarding
Coverage Tracking
- Feature_Coverage: 90% - Covers AC1, AC8, AC11, AC16
- Integration_Points: Database, File Storage, Email Service
- Code_Module_Mapped: Organization Management, Address Validation
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Engineering
- Report_Categories: Quality-Dashboard, Module-Coverage, Smoke-Test-Results, User-Acceptance
- Trend_Tracking: Yes
- Executive_Visibility: Yes
- Customer_Impact_Level: High
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
- Device/OS: Windows 10/11, macOS 12+
- Screen_Resolution: Desktop-1920x1080
- Dependencies: Database connection, Address validation service, File storage service
- Performance_Baseline: Page load < 3 seconds, Save operation < 2 seconds
- Data_Requirements: Clean organization profile, Address validation database
Prerequisites
- Setup_Requirements: System Administrator logged in, Clean test environment
- User_Roles_Permissions: System Administrator role with organization setup permissions
- Test_Data: Valid company data set (TechFlow Solutions Inc. profile)
- Prior_Test_Cases: Authentication successful (Login workflow)
Test Procedure
Verification Points
- Primary_Verification: Company information saved successfully with success confirmation message displayed
- Secondary_Verifications: All form fields retain entered values, cascading dropdowns filter correctly, data persisted to database
- Negative_Verification: No validation errors displayed, no data loss occurs, no system crashes
Test Results (Template)
- Status: [Pass/Fail/Blocked/Not-Tested]
- Actual_Results: [Template for recording actual behavior during execution]
- 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 - Part of smoke test suite
- Maintenance_Effort: Low - Stable functionality
- Automation_Candidate: Yes - High value for automation
Test Relationships
- Blocking_Tests: Authentication workflow must pass
- Blocked_Tests: Logo upload tests require company profile setup
- Parallel_Tests: Can run parallel with team member management tests
- Sequential_Tests: Must complete before testing organization-wide settings
Additional Information
- Notes: Critical path for customer onboarding, impacts 60% setup time reduction goal
- Edge_Cases: Special characters in company name, international addresses, very long company names
- Risk_Areas: Address validation service availability, database connection stability
- Security_Considerations: Input sanitization for company data, SQL injection prevention
Missing Scenarios Identified
- Scenario_1: Address validation service failure handling - when external service is unavailable
- Type: Error/Integration
- Rationale: Critical dependency for address cascading functionality
- Priority: P2-High
- Scenario_2: Maximum character limit validation for all text fields
- Type: Boundary/Edge Case
- Rationale: Prevents data truncation and system errors
- Priority: P2-High
Test Case 2: Company Logo Upload with File Validation
Test Case Metadata
- Test Case ID: CRM6.1P1US6.1_TC_002
- Title: Verify company logo upload functionality with format validation and system-wide branding application
- Created By: Hetal
- Created Date: September 04, 2025
- Version: 1.0
Classification
- Module/Feature: Organization Profile
- Test Type: Functional
- Test Level: Integration
- Priority: P2-High
- Execution Phase: Regression
- Automation Status: Manual
Business Context
- Customer_Segment: All B2B Utility SaaS customers
- Revenue_Impact: Medium - Improves brand consistency and customer satisfaction
- Business_Priority: Should-Have - Important for brand identity
- Customer_Journey: Onboarding - Brand setup phase
- Compliance_Required: No
- SLA_Related: No
Role-Based Context
- User_Role: System Administrator
- Permission_Level: Full access to branding configuration
- Role_Restrictions: None for logo upload
- Multi_Role_Scenario: No
Quality Metrics
- Risk_Level: Medium
- Complexity_Level: Medium
- Expected_Execution_Time: 6 minutes
- Reproducibility_Score: High
- Data_Sensitivity: Low - Logo files
- Failure_Impact: High - Affects system-wide branding
Coverage Tracking
- Feature_Coverage: 85% - Covers AC2, AC9, AC18
- Integration_Points: File Storage Service, Content Delivery Network
- Code_Module_Mapped: File Upload Management, Branding System
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Product
- Report_Categories: Quality-Dashboard, Integration-Testing, Module-Coverage, Security-Validation
- Trend_Tracking: Yes
- Executive_Visibility: No
- Customer_Impact_Level: Medium
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
- Device/OS: Windows 10/11, macOS 12+
- Screen_Resolution: Desktop-1920x1080
- Dependencies: File storage service, CDN, Image processing service
- Performance_Baseline: Upload processing < 5 seconds for 5MB file
- Data_Requirements: Valid logo files in JPG, PNG, JPEG formats
Prerequisites
- Setup_Requirements: System Administrator logged in, Company information saved
- User_Roles_Permissions: System Administrator role with file upload permissions
- Test_Data: Logo files - "techflow_logo.png" (1.5MB), "logo_test.jpg" (2.1MB), "company_brand.jpeg" (800KB)
- Prior_Test_Cases: CRM6.1P1US6.1_TC_001 must pass
Test Procedure
Verification Points
- Primary_Verification: Logo uploaded successfully and displayed in preview area with proper formatting
- Secondary_Verifications: File format validation works (JPG/PNG/JPEG only), logo appears system-wide, file size within limits
- Negative_Verification: Upload progress completes without errors, no image distortion, no system performance impact
Test Results (Template)
- Status: [Pass/Fail/Blocked/Not-Tested]
- Actual_Results: [Template for recording actual behavior during execution]
- 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 - Part of regression suite
- Maintenance_Effort: Medium - File handling complexity
- Automation_Candidate: Planned - Good candidate for UI automation
Test Relationships
- Blocking_Tests: Company information setup must be complete
- Blocked_Tests: System-wide branding verification tests
- Parallel_Tests: Can run parallel with other upload tests
- Sequential_Tests: Should complete before branding consistency tests
Additional Information
- Notes: Logo affects all system modules and customer-facing elements
- Edge_Cases: Maximum file size (5MB), minimum dimensions, animated GIFs, corrupted files
- Risk_Areas: File storage service availability, image processing performance
- Security_Considerations: File type validation, virus scanning, upload size limits
Missing Scenarios Identified
- Scenario_1: File size limit validation (files exceeding 5MB should be rejected)
- Type: Boundary/Validation
- Rationale: Prevents system performance issues and storage problems
- Priority: P1-Critical
- Scenario_2: Invalid file format handling (GIF, BMP, TIFF files should be rejected)
- Type: Error/Validation
- Rationale: Only supported formats should be allowed per business rules
- Priority: P2-High
Test Case 3: Industry and Company Details Configuration
Test Case Metadata
- Test Case ID: CRM6.1P1US6.1_TC_003
- Title: Verify Industry text field entry and Company Size dropdown selection with Founded year picker functionality
- Created By: Hetal
- Created Date: September 04, 2025
- Version: 1.0
Classification
- Module/Feature: Organization Profile
- Test Type: Functional
- Test Level: System
- Priority: P2-High
- Execution Phase: Regression
- Automation Status: Planned-for-Automation
Business Context
- Customer_Segment: All B2B Utility SaaS customers
- Revenue_Impact: Low - Supporting information for analytics and reporting
- Business_Priority: Should-Have - Useful for customer segmentation
- Customer_Journey: Onboarding - Company profile completion
- Compliance_Required: No
- SLA_Related: No
Role-Based Context
- User_Role: System Administrator
- Permission_Level: Full access to company details configuration
- Role_Restrictions: None for company details entry
- Multi_Role_Scenario: No
Quality Metrics
- Risk_Level: Low
- Complexity_Level: Low
- Expected_Execution_Time: 4 minutes
- Reproducibility_Score: High
- Data_Sensitivity: Low - Public company information
- Failure_Impact: Medium - Affects reporting and analytics
Coverage Tracking
- Feature_Coverage: 80% - Covers AC3, AC7, AC10
- Integration_Points: Database, Analytics system
- Code_Module_Mapped: Company Profile Management
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Engineering
- Report_Categories: Quality-Dashboard, Module-Coverage, User-Acceptance, Regression-Coverage
- Trend_Tracking: Yes
- Executive_Visibility: No
- Customer_Impact_Level: Low
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
- Device/OS: Windows 10/11, macOS 12+
- Screen_Resolution: Desktop-1920x1080
- Dependencies: Database connection, Date picker widget
- Performance_Baseline: Form interaction < 1 second response time
- Data_Requirements: Industry categories, Company size ranges, Valid year ranges
Prerequisites
- Setup_Requirements: System Administrator logged in, Organization Profile tab accessible
- User_Roles_Permissions: System Administrator role with profile editing permissions
- Test_Data: Industry: "Financial Technology Services", Company Size: "51-200", Founded Year: "2018"
- Prior_Test_Cases: Navigation to Organization Profile successful
Test Procedure
Verification Points
- Primary_Verification: Industry text field accepts free text input, Company Size dropdown shows all predefined options, Founded year picker allows valid year selection
- Secondary_Verifications: All entered data saves successfully, data persists across page reloads, fields remain editable
- Negative_Verification: No character restrictions on industry field, year picker prevents invalid year selection, dropdown only allows single selection
Test Results (Template)
- Status: [Pass/Fail/Blocked/Not-Tested]
- Actual_Results: [Template for recording actual behavior during execution]
- 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 - Part of regression testing
- Maintenance_Effort: Low - Simple form interactions
- Automation_Candidate: Yes - Good candidate for form automation
Test Relationships
- Blocking_Tests: Organization Profile page must be accessible
- Blocked_Tests: Complete profile validation tests
- Parallel_Tests: Can run parallel with address validation tests
- Sequential_Tests: No specific order requirements
Additional Information
- Notes: Industry field supports free text to accommodate diverse business types
- Edge_Cases: Very long industry names, special characters in industry, future founding dates
- Risk_Areas: Year picker widget compatibility across browsers, dropdown performance with large option sets
- Security_Considerations: Input sanitization for industry text field
Missing Scenarios Identified
- Scenario_1: Maximum character length validation for Industry text field
- Type: Boundary/Validation
- Rationale: Prevents database field overflow and UI display issues
- Priority: P3-Medium
- Scenario_2: Year picker validation for future dates (should prevent selection of future founding years)
- Type: Business Logic/Validation
- Rationale: Company cannot be founded in the future - business rule validation
- Priority: P2-High
Test Case 4: Team Member Invitation with Email Verification
Test Case Metadata
- Test Case ID: CRM6.1P1US6.1_TC_004
- Title: Verify complete team member invitation workflow with email verification, role assignment, and personal message functionality
- Created By: Hetal
- Created Date: September 04, 2025
- Version: 1.0
Classification
- Module/Feature: Team Members
- Test Type: Integration
- Test Level: System
- Priority: P1-Critical
- Execution Phase: Smoke
- Automation Status: Manual
Business Context
- Customer_Segment: All B2B Utility SaaS customers
- Revenue_Impact: High - Improves user activation rate from 40% to 80%
- Business_Priority: Must-Have - Core team management functionality
- Customer_Journey: Daily-Usage - Team expansion and management
- Compliance_Required: Yes - Email privacy and data handling
- SLA_Related: Yes
Role-Based Context
- User_Role: System Administrator, Team Manager
- Permission_Level: Full access to user invitation functionality
- Role_Restrictions: None for user invitation
- Multi_Role_Scenario: Yes - Both System Administrator and Team Manager can invite users
Quality Metrics
- Risk_Level: High
- Complexity_Level: High
- Expected_Execution_Time: 10 minutes
- Reproducibility_Score: High
- Data_Sensitivity: High - Email addresses and user data
- Failure_Impact: Critical - Blocks team expansion
Coverage Tracking
- Feature_Coverage: 95% - Covers AC7, AC13, AC17, AC18
- Integration_Points: Email Service, Database, User Authentication System
- Code_Module_Mapped: User Management, Email Integration, Role Management
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Engineering
- Report_Categories: Quality-Dashboard, Smoke-Test-Results, Integration-Testing, User-Acceptance
- Trend_Tracking: Yes
- Executive_Visibility: Yes
- Customer_Impact_Level: High
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
- Device/OS: Windows 10/11, macOS 12+
- Screen_Resolution: Desktop-1920x1080
- Dependencies: Email service (SMTP), Database, User authentication system
- Performance_Baseline: Email verification < 3 seconds, Invitation send < 5 seconds
- Data_Requirements: Valid email addresses, Role definitions, Email template data
Prerequisites
- Setup_Requirements: System Administrator logged in, Team Members tab accessible
- User_Roles_Permissions: System Administrator or Team Manager role with user invitation permissions
- Test_Data: User data - "Jennifer Martinez", "jennifer.martinez@techflow.com", Role: "Marketing Representative", Message: "Welcome to our CRM system! Looking forward to working together."
- Prior_Test_Cases: Organization profile setup completed
Test Procedure
Verification Points
- Primary_Verification: User invitation sent successfully and new user appears in pending status with updated team statistics
- Secondary_Verifications: Email verification works correctly, role assignment functions, personal message included in invitation, real-time UI updates
- Negative_Verification: No duplicate email acceptance, invalid email formats rejected, required field validation active
Test Results (Template)
- Status: [Pass/Fail/Blocked/Not-Tested]
- Actual_Results: [Template for recording actual behavior during execution]
- 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 - Critical for user activity tracking
- Maintenance_Effort: Low - Date display logic
- Automation_Candidate: Yes - Good candidate for automated verification
Test Relationships
- Blocking_Tests: User status management functionality must work
- Blocked_Tests: User activity reporting features
- Parallel_Tests: Can run parallel with other display tests
- Sequential_Tests: Should run after user invitation and status change tests
Additional Information
- Notes: Date logic provides clear audit trail for user status changes
- Edge_Cases: Timezone changes, daylight saving transitions, leap year dates
- Risk_Areas: Date calculation accuracy, timezone handling, database date storage
- Security_Considerations: Date information exposure, audit trail integrity
Missing Scenarios Identified
- Scenario_1: Timezone handling validation across different user locations
- Type: Internationalization/Localization
- Rationale: Ensure consistent date display for global teams
- Priority: P3-Medium
- Scenario_2: Date range boundary testing (leap years, month boundaries)
- Type: Edge Case/Date Logic
- Rationale: Prevent date calculation errors in edge scenarios
- Priority: P3-Medium
Test Case 5: Inline User Role Editing and Status Toggle
Test Case Metadata
- Test Case ID: CRM6.1P1US6.1_TC_005
- Title: Verify inline role editing and status toggle functionality for existing team members
- Created By: Hetal
- Created Date: September 04, 2025
- Version: 1.0
Classification
- Module/Feature: Team Members
- Test Type: Functional
- Test Level: System
- Priority: P1-Critical
- Execution Phase: Regression
- Automation Status: Planned-for-Automation
Business Context
- Customer_Segment: All B2B Utility SaaS customers
- Revenue_Impact: Medium - Improves administrative efficiency by 75%
- Business_Priority: Must-Have - Core user management functionality
- Customer_Journey: Daily-Usage - Ongoing team management
- Compliance_Required: Yes - User access control
- SLA_Related: Yes
Role-Based Context
- User_Role: System Administrator, Team Manager
- Permission_Level: Full access to user role and status management
- Role_Restrictions: Team Manager may have limited access to Admin role assignments
- Multi_Role_Scenario: Yes - Different permission levels for different roles
Quality Metrics
- Risk_Level: Medium
- Complexity_Level: Medium
- Expected_Execution_Time: 7 minutes
- Reproducibility_Score: High
- Data_Sensitivity: High - User access permissions
- Failure_Impact: Critical - Affects user access control
Coverage Tracking
- Feature_Coverage: 90% - Covers AC12, AC14, AC15
- Integration_Points: Database, User Permission System, Audit Log
- Code_Module_Mapped: User Management, Role Management, Access Control
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Engineering
- Report_Categories: Quality-Dashboard, Module-Coverage, User-Acceptance, Regression-Coverage
- Trend_Tracking: Yes
- Executive_Visibility: No
- Customer_Impact_Level: Medium
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
- Device/OS: Windows 10/11, macOS 12+
- Screen_Resolution: Desktop-1920x1080
- Dependencies: Database connection, User permission system, Real-time update service
- Performance_Baseline: Role update < 2 seconds, Status toggle < 1 second
- Data_Requirements: Existing user data, Role definitions, Permission mappings
Prerequisites
- Setup_Requirements: System Administrator logged in, Team Members tab accessible, Existing users present
- User_Roles_Permissions: System Administrator or Team Manager role with user editing permissions
- Test_Data: Existing user "USR002-Mike Chen" with current role "Sales Representative" and "Active" status
- Prior_Test_Cases: Team member list populated (CRM6.1P1US6.1_TC_004)
Test Procedure
Verification Points
- Primary_Verification: Role editing works inline without separate form, status toggle immediately updates user status
- Secondary_Verifications: Changes persist after page refresh, team statistics update correctly, audit trail captured
- Negative_Verification: No data loss during inline editing, toggle states remain consistent, no UI glitches
Test Results (Template)
- Status: [Pass/Fail/Blocked/Not-Tested]
- Actual_Results: [Template for recording actual behavior during execution]
- 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 - Critical user management functionality
- Maintenance_Effort: Medium - UI interaction complexity
- Automation_Candidate: Yes - Good candidate for UI automation testing
Test Relationships
- Blocking_Tests: User invitation workflow must populate user list
- Blocked_Tests: User permission validation tests
- Parallel_Tests: Can run parallel with search functionality tests
- Sequential_Tests: Should complete before role-based access tests
Additional Information
- Notes: Inline editing improves user experience by eliminating need for separate edit forms
- Edge_Cases: Concurrent editing by multiple administrators, network interruption during save
- Risk_Areas: Data consistency during rapid status changes, role permission conflicts
- Security_Considerations: Role-based restrictions on who can edit which users, audit trail integrity
Missing Scenarios Identified
- Scenario_1: Concurrent editing validation - two administrators editing same user simultaneously
- Type: Concurrency/Integration
- Rationale: Prevents data conflicts and ensures consistency
- Priority: P2-High
- Scenario_2: Role restriction validation - Team Manager attempting to assign Admin role
- Type: Security/Access Control
- Rationale: Enforce role-based access control rules
- Priority: P1-Critical
Test Case 6: Team Member Search and Filtering Functionality
Test Case Metadata
- Test Case ID: CRM6.1P1US6.1_TC_006
- Title: Verify team member search functionality with real-time filtering and result accuracy
- Created By: Hetal
- Created Date: September 04, 2025
- Version: 1.0
Classification
- Module/Feature: Team Members
- Test Type: Functional
- Test Level: System
- Priority: P2-High
- Execution Phase: Regression
- Automation Status: Planned-for-Automation
Business Context
- Customer_Segment: All B2B Utility SaaS customers
- Revenue_Impact: Low - Efficiency improvement for team management
- Business_Priority: Should-Have - Improves user experience for large teams
- Customer_Journey: Daily-Usage - Team member discovery and management
- Compliance_Required: No
- SLA_Related: No
Role-Based Context
- User_Role: System Administrator, Team Manager
- Permission_Level: View access to team member information
- Role_Restrictions: None for search functionality
- Multi_Role_Scenario: No
Quality Metrics
- Risk_Level: Low
- Complexity_Level: Low
- Expected_Execution_Time: 5 minutes
- Reproducibility_Score: High
- Data_Sensitivity: Low - Search functionality
- Failure_Impact: Medium - Affects user experience
Coverage Tracking
- Feature_Coverage: 75% - Covers AC6, AC16
- Integration_Points: Database search, Frontend filtering
- Code_Module_Mapped: Search Engine, User Interface
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Product
- Report_Categories: Quality-Dashboard, Module-Coverage, User-Acceptance, Regression-Coverage
- Trend_Tracking: Yes
- Executive_Visibility: No
- Customer_Impact_Level: Low
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
- Device/OS: Windows 10/11, macOS 12+
- Screen_Resolution: Desktop-1920x1080
- Dependencies: Database connection, Search indexing service
- Performance_Baseline: Search results < 1 second response time
- Data_Requirements: Complete user dataset with diverse names and email addresses
Prerequisites
- Setup_Requirements: Team Members tab accessible, Multiple users present in system
- User_Roles_Permissions: Any role with team member view access
- Test_Data: User dataset - "John Smith", "Sarah Johnson", "Mike Chen", "Jennifer Martinez", various @techflow.com and @datastream.com emails
- Prior_Test_Cases: Team member list populated with test users
Test Procedure
Verification Points
- Primary_Verification: Search functionality filters user list in real-time based on name and email input
- Secondary_Verifications: Case-insensitive search works, partial matches supported, empty results handled gracefully
- Negative_Verification: No system errors during search, no performance degradation, special characters handled properly
Test Results (Template)
- Status: [Pass/Fail/Blocked/Not-Tested]
- Actual_Results: [Template for recording actual behavior during execution]
- 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 - Part of regression testing
- Maintenance_Effort: Low - Simple search functionality
- Automation_Candidate: Yes - Good candidate for automated testing
Test Relationships
- Blocking_Tests: Team member list must be populated
- Blocked_Tests: Advanced filtering features (future enhancement)
- Parallel_Tests: Can run parallel with other UI tests
- Sequential_Tests: No specific order requirements
Additional Information
- Notes: Search improves usability for organizations with large team sizes
- Edge_Cases: Empty search terms, very long search strings, SQL injection attempts
- Risk_Areas: Database query performance with large datasets, search indexing accuracy
- Security_Considerations: Input sanitization, prevention of information disclosure
Missing Scenarios Identified
- Scenario_1: Search performance testing with large user datasets (100+ users)
- Type: Performance/Load
- Rationale: Ensure search remains responsive as team size grows
- Priority: P3-Medium
- Scenario_2: Search input sanitization validation (SQL injection prevention)
- Type: Security/Input Validation
- Rationale: Prevent malicious search queries from compromising system
- Priority: P2-High
Test Case 7: Last Login Date Display and Status-Based Date Logic
Test Case Metadata
- Test Case ID: CRM6.1P1US6.1_TC_007
- Title: Verify Last Login column displays dates in MM/DD/YYYY format with status-based date logic
- Created By: Hetal
- Created Date: September 04, 2025
- Version: 1.0
Classification
- Module/Feature: Team Members
- Test Type: Functional
- Test Level: System
- Priority: P2-High
- Execution Phase: Regression
- Automation Status: Planned-for-Automation
Business Context
- Customer_Segment: All B2B Utility SaaS customers
- Revenue_Impact: Low - Improves management visibility into user engagement
- Business_Priority: Should-Have - Important for user activity monitoring
- Customer_Journey: Daily-Usage - User activity tracking
- Compliance_Required: Yes - User activity audit requirements
- SLA_Related: No
Role-Based Context
- User_Role: System Administrator, Team Manager
- Permission_Level: View access to user activity data
- Role_Restrictions: None for viewing last login information
- Multi_Role_Scenario: No
Quality Metrics
- Risk_Level: Medium
- Complexity_Level: Medium
- Expected_Execution_Time: 6 minutes
- Reproducibility_Score: High
- Data_Sensitivity: Medium - User activity tracking data
- Failure_Impact: Medium - Affects user activity monitoring
Coverage Tracking
- Feature_Coverage: 85% - Covers AC12, AC19
- Integration_Points: Database, Date formatting system, User activity tracker
- Code_Module_Mapped: User Activity Management, Date Display Logic
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Engineering
- Report_Categories: Quality-Dashboard, Module-Coverage, User-Acceptance, Regression-Coverage
- Trend_Tracking: Yes
- Executive_Visibility: No
- Customer_Impact_Level: Medium
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
- Device/OS: Windows 10/11, macOS 12+
- Screen_Resolution: Desktop-1920x1080
- Dependencies: Database connection, Date formatting service, User activity tracking system
- Performance_Baseline: Date display rendering < 1 second
- Data_Requirements: Users with different statuses and activity dates
Prerequisites
- Setup_Requirements: Team Members tab accessible, Users with various statuses present
- User_Roles_Permissions: Any role with team member view access
- Test_Data: Users: "USR001-John Smith" (Active, last login 09/03/2025), "USR004-Emily Davis" (Pending), "USR005-Alex Wilson" (Suspended, status changed 08/28/2025)
- Prior_Test_Cases: Team member management tests completed
Test Procedure
Verification Points
- Primary_Verification: Last Login column displays dates in MM/DD/YYYY format, shows hyphen for pending users, shows status change dates for activated/suspended users
- Secondary_Verifications: Date format consistent across all users, dates update immediately upon status changes, data persists across page reloads
- Negative_Verification: No relative time displays (no "hours ago"), no empty date fields, no date format inconsistencies
Test Results (Template)
- Status: [Pass/Fail/Blocked/Not-Tested]
- Actual_Results: [Template for recording actual behavior during execution]
- 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 - Critical for user activity tracking
- Maintenance_Effort: Low - Date display logic
- Automation_Candidate: Yes - Good candidate for automated verification
Test Relationships
- Blocking_Tests: User status management functionality must work
- Blocked_Tests: User activity reporting features
- Parallel_Tests: Can run parallel with other display tests
- Sequential_Tests: Should run after user invitation and status change tests
Additional Information
- Notes: Date logic provides clear audit trail for user status changes
- Edge_Cases: Timezone changes, daylight saving transitions, leap year dates
- Risk_Areas: Date calculation accuracy, timezone handling, database date storage
- Security_Considerations: Date information exposure, audit trail integrity
Missing Scenarios Identified
- Scenario_1: Timezone handling validation across different user locations
- Type: Internationalization/Localization
- Rationale: Ensure consistent date display for global teams
- Priority: P3-Medium
- Scenario_2: Date range boundary testing (leap years, month boundaries)
- Type: Edge Case/Date Logic
- Rationale: Prevent date calculation errors in edge scenarios
- Priority: P3-Medium
Test Case 8: Billing Information "Coming Soon" Display
Test Case Metadata
- Test Case ID: CRM6.1P1US6.1_TC_008
- Title: Verify Billing Information section displays "Coming soon" message as Phase 2 placeholder
- Created By: Hetal
- Created Date: September 04, 2025
- Version: 1.0
Classification
- Module/Feature: Organization Profile
- Test Type: UI
- Test Level: System
- Priority: P3-Medium
- Execution Phase: Regression
- Automation Status: Manual
Business Context
- Customer_Segment: All B2B Utility SaaS customers
- Revenue_Impact: None - Placeholder for future functionality
- Business_Priority: Could-Have - Future feature placeholder
- Customer_Journey: Onboarding - Feature awareness
- Compliance_Required: No
- SLA_Related: No
Role-Based Context
- User_Role: System Administrator
- Permission_Level: View access to organization profile
- Role_Restrictions: None for viewing placeholder
- Multi_Role_Scenario: No
Quality Metrics
- Risk_Level: Low
- Complexity_Level: Low
- Expected_Execution_Time: 2 minutes
- Reproducibility_Score: High
- Data_Sensitivity: None - Display only
- Failure_Impact: Low - Cosmetic issue only
Coverage Tracking
- Feature_Coverage: 100% - Simple display verification
- Integration_Points: None - Static display
- Code_Module_Mapped: UI Display Components
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Product
- Report_Categories: Quality-Dashboard, Module-Coverage, User-Acceptance
- Trend_Tracking: No
- Executive_Visibility: No
- Customer_Impact_Level: None
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
- Device/OS: Windows 10/11, macOS 12+
- Screen_Resolution: Desktop-1920x1080
- Dependencies: None - Static UI element
- Performance_Baseline: Instant display
- Data_Requirements: None - Static content
Prerequisites
- Setup_Requirements: System Administrator logged in, Organization Profile tab accessible
- User_Roles_Permissions: System Administrator role
- Test_Data: None required
- Prior_Test_Cases: Navigation to Organization Profile successful
Test Procedure
Verification Points
- Primary_Verification: Billing Information section displays "Coming soon" message instead of functional billing interface
- Secondary_Verifications: Message styling consistent with overall design, section properly positioned on page
- Negative_Verification: No functional billing elements present, no interactive components that could cause confusion
Test Results (Template)
- Status: [Pass/Fail/Blocked/Not-Tested]
- Actual_Results: [Template for recording actual behavior during execution]
- 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 - Verify Phase 2 boundaries maintained
- Maintenance_Effort: Low - Simple UI verification
- Automation_Candidate: No - Simple visual verification
Test Relationships
- Blocking_Tests: Organization Profile page must be accessible
- Blocked_Tests: None - Independent verification
- Parallel_Tests: Can run with other UI validation tests
- Sequential_Tests: No dependencies
Additional Information
- Notes: Placeholder ensures users are aware of upcoming billing functionality
- Edge_Cases: Different browser text rendering, accessibility tool compatibility
- Risk_Areas: None - Simple static display
- Security_Considerations: None - No sensitive data or functionality
Missing Scenarios Identified
- Scenario_1: Message localization testing for multi-language support
- Type: Internationalization/UI
- Rationale: Ensure "Coming soon" message displays correctly in all supported languages
- Priority: P4-Low
- Scenario_2: Visual consistency validation across different themes/branding
- Type: UI/Visual
- Rationale: Maintain brand consistency as branding changes
- Priority: P4-Low
Test Case 9: Cross-Browser Compatibility Validation
Test Case Metadata
- Test Case ID: CRM6.1P1US6.1_TC_009
- Title: Verify complete Organization & Team Management functionality across Chrome, Firefox, Safari, and Edge browsers
- Created By: Hetal
- Created Date: September 04, 2025
- Version: 1.0
Classification
- Module/Feature: Organization Profile, Team Members
- Test Type: Compatibility
- Test Level: System
- Priority: P2-High
- Execution Phase: Regression
- Automation Status: Automated
Business Context
- Customer_Segment: All B2B Utility SaaS customers using different browsers
- Revenue_Impact: Medium - Ensures accessibility for all users regardless of browser choice
- Business_Priority: Must-Have - Cross-platform compatibility requirement
- Customer_Journey: Daily-Usage - All user interactions across browsers
- Compliance_Required: Yes - Browser accessibility standards
- SLA_Related: Yes
Role-Based Context
- User_Role: System Administrator, Team Manager (tested across all browsers)
- Permission_Level: Full functionality access across all browsers
- Role_Restrictions: None for compatibility testing
- Multi_Role_Scenario: Yes - Both roles tested in each browser
Quality Metrics
- Risk_Level: High
- Complexity_Level: High
- Expected_Execution_Time: 25 minutes
- Reproducibility_Score: High
- Data_Sensitivity: Medium - All organization and user data
- Failure_Impact: Critical - Blocks users on non-primary browsers
Coverage Tracking
- Feature_Coverage: 100% - All features tested across browsers
- Integration_Points: All UI components, File upload, Email service, Database
- Code_Module_Mapped: All organization and team management modules
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web - Multiple Browsers
Stakeholder Reporting
- Primary_Stakeholder: Engineering
- Report_Categories: Quality-Dashboard, Cross-Browser-Results, Module-Coverage, User-Acceptance
- Trend_Tracking: Yes
- Executive_Visibility: Yes
- Customer_Impact_Level: High
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
- Device/OS: Windows 10/11, macOS 12+
- Screen_Resolution: Desktop-1920x1080
- Dependencies: All system dependencies across browser environments
- Performance_Baseline: Consistent performance across all browsers
- Data_Requirements: Complete test dataset for all functionality
Prerequisites
- Setup_Requirements: All browsers installed and updated, Test data prepared
- User_Roles_Permissions: System Administrator and Team Manager accounts
- Test_Data: Complete organization and user dataset for cross-browser testing
- Prior_Test_Cases: All core functionality tests validated in primary browser
Test Procedure
Verification Points
- Primary_Verification: All functionality works identically across Chrome, Firefox, Safari, and Edge browsers
- Secondary_Verifications: UI rendering consistent, performance comparable, file uploads work across browsers
- Negative_Verification: No browser-specific errors, no UI layout issues, no functionality gaps
Test Results (Template)
- Status: [Pass/Fail/Blocked/Not-Tested]
- Actual_Results: [Template for recording actual behavior during execution]
- 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 - Critical for browser support
- Maintenance_Effort: High - Multiple browser environments
- Automation_Candidate: Yes - Excellent automation candidate using Selenium Grid
Test Relationships
- Blocking_Tests: All core functionality tests must pass in primary browser
- Blocked_Tests: Browser-specific bug fixes and optimizations
- Parallel_Tests: Can run browsers in parallel for efficiency
- Sequential_Tests: Should complete before production deployment
Additional Information
- Notes: Critical for user accessibility across different browser preferences
- Edge_Cases: Browser version differences, plugin conflicts, security settings
- Risk_Areas: Browser-specific JavaScript behavior, CSS rendering differences
- Security_Considerations: Browser security model differences, cookie handling
Missing Scenarios Identified
- Scenario_1: Browser version backward compatibility testing (older supported versions)
- Type: Compatibility/Version Testing
- Rationale: Ensure functionality on slightly older browser versions still in use
- Priority: P3-Medium
- Scenario_2: Browser extension interference testing
- Type: Integration/Compatibility
- Rationale: Common browser extensions shouldn't break functionality
- Priority: P3-Medium
Test Case 10: API Integration and Data Validation
Test Case Metadata
- Test Case ID: CRM6.1P1US6.1_TC_010
- Title: Verify API endpoints for organization profile and team member management with data validation and error handling
- Created By: Hetal
- Created Date: September 04, 2025
- Version: 1.0
Classification
- Module/Feature: Organization Profile, Team Members
- Test Type: API
- Test Level: Integration
- Priority: P1-Critical
- Execution Phase: Smoke
- Automation Status: Automated
Business Context
- Customer_Segment: All B2B Utility SaaS customers
- Revenue_Impact: High - Backend functionality critical for all features
- Business_Priority: Must-Have - Core system integration
- Customer_Journey: All phases - Backend support for all user actions
- Compliance_Required: Yes - Data integrity and API security
- SLA_Related: Yes
Role-Based Context
- User_Role: System API (Service Account)
- Permission_Level: Full API access for testing
- Role_Restrictions: None for API testing
- Multi_Role_Scenario: No - API level testing
Quality Metrics
- Risk_Level: High
- Complexity_Level: High
- Expected_Execution_Time: 15 minutes
- Reproducibility_Score: High
- Data_Sensitivity: High - All organization and user data
- Failure_Impact: Critical - Backend failure affects all functionality
Coverage Tracking
- Feature_Coverage: 95% - All backend operations covered
- Integration_Points: Database, Email Service, File Storage, Authentication
- Code_Module_Mapped: API Controllers, Data Services, Validation Services
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web - API Layer
Stakeholder Reporting
- Primary_Stakeholder: Engineering
- Report_Categories: Quality-Dashboard, API-Test-Results, Integration-Testing, Smoke-Test-Results
- Trend_Tracking: Yes
- Executive_Visibility: Yes
- Customer_Impact_Level: High
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Postman/Newman, API Testing Tools
- Device/OS: Test Server Environment
- Screen_Resolution: N/A - API Testing
- Dependencies: Database, Email service, File storage, Authentication service
- Performance_Baseline: API response time < 500ms for CRUD operations
- Data_Requirements: Test datasets for all API operations
Prerequisites
- Setup_Requirements: API testing tools configured, Test data prepared, Authentication tokens available
- User_Roles_Permissions: API testing service account with full permissions
- Test_Data: Complete API test dataset with valid and invalid data samples
- Prior_Test_Cases: Database connectivity and authentication verified
Test Procedure
Verification Points
- Primary_Verification: All API endpoints return correct HTTP status codes and response data
- Secondary_Verifications: Data validation works correctly, error responses follow standard format, authentication and authorization enforced
- Negative_Verification: Invalid data rejected, unauthorized access blocked, rate limiting prevents abuse
Test Results (Template)
- Status: [Pass/Fail/Blocked/Not-Tested]
- Actual_Results: [Template for recording actual behavior during execution]
- 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 - Critical backend functionality
- Maintenance_Effort: Medium - API contract changes require updates
- Automation_Candidate: Yes - Fully automated API test suite
Test Relationships
- Blocking_Tests: Database connectivity and authentication must work
- Blocked_Tests: All frontend functionality depends on these APIs
- Parallel_Tests: Can run parallel with other API test suites
- Sequential_Tests: Should complete before UI testing begins
Additional Information
- Notes: API testing ensures data integrity and system reliability
- Edge_Cases: Network timeouts, concurrent API calls, malformed JSON
- Risk_Areas: Database connection failures, email service outages, file storage issues
- Security_Considerations: API authentication, input validation, rate limiting, data encryption
Missing Scenarios Identified
- Scenario_1: Concurrent API call handling (multiple users updating same data)
- Type: Concurrency/Performance
- Rationale: Prevent data conflicts in multi-user environment
- Priority: P1-Critical
- Scenario_2: API performance testing under load (high volume requests)
- Type: Performance/Load
- Rationale: Ensure system stability under production load
- Priority: P2-High
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