SMTP Settings - CRM6.2P1US6.2

Test Scenario Analysis

A. Functional Test Scenarios (User Story Based)

Core Functionality Scenarios

1. SMTP Configuration Management
   
2. • Create new SMTP configuration from scratch using exact UI elements
   • Modify existing SMTP configuration with field-specific validations
   • Delete SMTP configuration with confirmation workflows
   • Activate/deactivate SMTP configuration with single active rule enforcement
2. Server Connection Setup
   
3. • Configure host server address with real-time domain validation
   • Set port number with increment/decrement controls and range validation (1-65535)
   • Select authentication protocol (LOGIN, PLAIN, CRAM-MD5) with provider compatibility
   • Configure email provider settings with auto-population templates
3. Security and Authentication
   
4. • Set up secure authentication credentials with masked password input
   • Configure TLS/SSL encryption with STARTTLS recommendation
   • Manage certificate verification with Skip TLS Verification toggle
   • Implement security protocols with provider-specific enforcement
4. Advanced Configuration
   
5. • Configure connection management (Max Connections 1-100, Retries 0-10)
   • Set timeout parameters (Idle 10-300s, Wait 5-120s)
   • Add custom headers with RFC 2822 format validation (8KB limit)
   • Configure HELO hostname with domain format requirements
5. Testing and Validation
   
6. • Test SMTP connection with mandatory pre-save validation
   • Validate configuration parameters with business rule enforcement
   • Error handling with specific error messages and resolution guidance
   • Success confirmation with audit trail logging

B. Role-Based Test Scenarios

System Admin (IT Director) Scenarios

• Full access to all SMTP configuration features
• Advanced security settings configuration
• Multiple configuration management
• Audit trail and compliance monitoring

Utility Administrator Scenarios

• Basic SMTP configuration with guided setup
• Limited access with IT approval requirements for security settings
• Business process integration configuration
• Collaboration with IT for complex configurations

C. Integration Test Scenarios

Services-CX Integration

• SMTP configuration integration with customer service module
• Email delivery coordination with CX workflows
• Configuration sharing between SMTP and Services-CX

CRM Module Integration

• Configuration data persistence in CRM system
• User role mapping from CRM to SMTP settings
• Configuration change notifications to CRM

API Integration Points

• REST API endpoints for configuration management
• Authentication and authorization validation
• Data synchronization between UI and API

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Test Case 1: Create Basic Gmail SMTP Configuration - System Admin Role

Test Case Metadata

• Test Case ID: CRM6.2P1US6.2_TC_001_ENH
• Title: Create new Gmail SMTP configuration with complete validation as System Admin
• Created By: Hetal
• Created Date: September 10, 2025
• Version: 1.0

Classification

• Module/Feature: SMTP Settings
• Test Type: Functional
• Test Level: System
• Priority: P1-Critical
• Execution Phase: Smoke
• Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Gmail-Provider, UI-Functional, MOD-SMTP, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-Smoke-Test-Results, Report-User-Acceptance, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-Services-CX, Integration-CRM, Configuration-Management, Happy-Path

Business Context

• Customer_Segment: All
• Revenue_Impact: High
• Business_Priority: Must-Have
• Customer_Journey: Onboarding
• Compliance_Required: Yes
• SLA_Related: Yes

Role-Based Context

• User_Role: System Admin (IT Director)
• Permission_Level: Full access to all SMTP features
• Role_Restrictions: None - complete access to security settings
• Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

• Feature_Coverage: 90%
• Integration_Points: Services-CX, CRM, API, Gmail-SMTP
• Code_Module_Mapped: CRM
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

• Related_Requirements: AC-1, AC-4, AC-6, AC-14, AC-16, BR-Save-Button, BR-Active-Toggle, BR-Host-Validation
• Related_Bugs: N/A
• Related_Test_Cases: CRM6.2P1US6.2_TC_002_ENH, CRM6.2P1US6.2_TC_003_ENH

Test Environment

• Environment: Staging
• Browser/Version: Chrome 115+
• Device/OS: Windows 10/11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Gmail SMTP service (smtp.gmail.com), DNS resolution, Network connectivity
• Performance_Baseline: Page load < 3 seconds, Save operation < 500ms, Connection test < 60 seconds
• Data_Requirements: Valid Gmail credentials, App-specific password, Test email account

Prerequisites

• Setup_Requirements: SMART360 system access, Valid Gmail account with 2FA enabled, App-specific password generated
• User_Roles_Permissions: System Admin (IT Director) access level
• Test_Data:
• • Entity ID: UT001-SMTP-GMAIL
  • Gmail Host: smtp.gmail.com
  • Port: 587
  • Username: system-notifications@utilitycompany.com
  • App-specific password: [generated from Gmail account]
  • HELO Hostname: mail.utilitycompany.com
• Prior_Test_Cases: System login verification, Settings menu accessibility

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to main navigation menu and click "Settings"	Settings menu expands showing submenu options including "SMTP"	N/A	Verify main navigation accessibility, AC-1
2	Click on "SMTP" option from settings submenu	SMTP Settings page loads with header "SMTP Settings" and subtitle "Configure your SMTP server settings for email delivery"	N/A	Page load time must be < 3 seconds, AC-1
3	Verify initial page state displays empty configuration form	Form shows all fields with placeholder values: Host="smtp.example.com", Port="587", Username="your-email@example.com", Password placeholder, Add New button visible, Active toggle in OFF state	N/A	Initial state validation, AC-3
4	Click in Host input field and clear existing placeholder	Field becomes active with cursor, placeholder text clears	N/A	Field interaction verification, BR-Host-Input
5	Type Gmail SMTP server address	Field accepts input with real-time domain validation, no error messages appear	smtp.gmail.com	Domain format validation, BR-Host-Input, AC-4
6	Navigate to Port field and verify default value	Field shows default value "587" with increment (+) and decrement (-) buttons visible and functional	587	Default port verification, AC-5
7	Test port increment button functionality	Click (+) button increases port value to 588, click (-) button decreases to 587	587 → 588 → 587	Port control validation, BR-Port-Controls
8	Click Auth Protocol dropdown menu	Dropdown expands showing three options: LOGIN, PLAIN, CRAM-MD5 with LOGIN pre-selected	LOGIN (default)	Authentication protocol options, AC-6, BR-Auth-Protocol
9	Verify LOGIN protocol is selected	LOGIN remains selected, dropdown closes when clicking outside	LOGIN	Protocol selection verification, AC-6
10	Click in Username field and enter Gmail email address	Field accepts email format input with @ symbol validation	system-notifications@utilitycompany.com	Email format validation, BR-Username-Field, AC-6
11	Click in Password field and enter app-specific password	Input is immediately masked with dots (••••••••) for security, field accepts all printable characters	[16-char app-specific password]	Password masking validation, BR-Password-Field, AC-7
12	Click Email Provider dropdown	Dropdown expands showing options: Gmail, Office 365, Yahoo, Custom with "Select email provider" placeholder	Select email provider	Provider options verification, AC-8
13	Select "Gmail" from Email Provider dropdown	Gmail selected, host field may highlight compatibility, no auto-overwrite of manual entries	Gmail	Provider selection with template behavior, AC-8
14	Verify HELO Hostname field shows default value	Field displays "localhost" as default value with editable capability	localhost	HELO hostname default, AC-9, BR-HELO-Hostname
15	Replace HELO hostname with organization domain	Field accepts domain format and validates structure	mail.utilitycompany.com	Custom HELO configuration, BR-HELO-Hostname
16	Click TLS dropdown menu	Dropdown shows three options: STARTTLS, SSL/TLS, None with STARTTLS as recommended (highlighted or marked)	STARTTLS	TLS encryption options, AC-9, BR-TLS-Dropdown
17	Verify STARTTLS is selected with description	STARTTLS selected, description shows "TLS/SSL encryption; STARTTLS is commonly used"	STARTTLS	Encryption selection with guidance, AC-9
18	Locate Skip TLS Verification toggle and verify OFF state	Toggle switch shows OFF position (left side), tooltip explains certificate validation	OFF (disabled)	TLS verification toggle state
19	Check Max Connections field default value and controls	Field shows "10" with functional increment/decrement buttons, range validation 1-100	10	Connection limit default, AC-11, BR-Max-Connections
20	Verify Retries field default value and controls	Field shows "3" with increment/decrement buttons, range validation 0-10	3	Retry count default, AC-12, BR-Retries-Field
21	Check Idle Timeout field shows default with unit	Field displays "30s" with seconds unit indicator	30s	Idle timeout default, AC-13, BR-Idle-Timeout
22	Check Wait Timeout field shows default with unit	Field displays "30s" with seconds unit indicator	30s	Wait timeout default, AC-13, BR-Wait-Timeout
23	Click in Custom Headers text area	Text area becomes active, shows placeholder "X-Custom-Header: value"	N/A	Custom headers field access, AC-14
24	Add utility-specific custom headers in RFC 2822 format	Headers are accepted, validated for format, each on separate line	X-Mailer: SMART360-System\nX-Priority: 1\nX-Source: UtilityNotifications	Custom headers validation, BR-Custom-Headers
25	Click "Test Connection" button	Button shows loading state "Testing connection...", system initiates actual SMTP connection test	N/A	Connection test initiation, AC-15, BR-Test-Connection
26	Wait for connection test completion	Green checkmark appears with message "Connection successful", test completes in < 60 seconds	N/A	Successful connection validation, AC-15, BR-Test-Connection
27	Verify Save button becomes enabled after successful test	Save button changes from disabled to enabled state, clickable with proper styling	N/A	Save button state management, BR-Save-Button
28	Click "Save" button to persist configuration	Configuration saves successfully, confirmation message appears, timestamp recorded, operation completes in < 500ms	N/A	Save operation validation, AC-16, BR-Save-Button
29	Toggle Active switch from OFF to ON position	Switch moves to right (ON) position with visual indication, confirmation message "SMTP configuration activated successfully"	ON	Configuration activation, AC-19, BR-Active-Toggle
30	Verify system sends test email to admin account	Test email delivered to admin email address for delivery confirmation	admin@utilitycompany.com	Email delivery confirmation, Step 10 from user story

Verification Points

• Primary_Verification: SMTP configuration successfully created, tested, saved, and activated with all validation rules enforced
• Secondary_Verifications: Real-time field validation working, provider template behavior correct, all UI elements responsive, performance benchmarks met
• Negative_Verification: No error messages during successful flow, no unauthorized access, no data corruption in database

Test Results (Template)

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [Record actual system behavior and performance metrics]
• Execution_Date: [Test execution date]
• Executed_By: [Tester name]
• Execution_Time: [Actual time taken vs 12-minute expected]
• Defects_Found: [Bug IDs if issues discovered]
• Screenshots_Logs: [Evidence file references for audit trail]

Execution Analytics

• Execution_Frequency: Per-Release
• Maintenance_Effort: Low
• Automation_Candidate: Yes

Test Relationships

• Blocking_Tests: System login, Settings menu access, Network connectivity
• Blocked_Tests: Email sending functionality, Configuration modification tests
• Parallel_Tests: None (configuration state dependent)
• Sequential_Tests: Must complete before email delivery tests and role-based access tests

Additional Information

• Notes: Critical path test for email functionality, validates complete Gmail integration workflow
• Edge_Cases: Network timeouts during connection test, Gmail authentication changes, DNS resolution failures
• Risk_Areas: Authentication failures, network connectivity issues, Gmail service availability
• Security_Considerations: Credential storage encryption, secure transmission protocols, audit trail completeness

Missing Scenarios Identified

• Scenario_1: Multiple configuration management with single active rule enforcement
  
• Type: Business Rule Validation
  
• Rationale: User story BR-Active-Toggle states only one configuration can be active simultaneously
  
• Priority: P1
  
• Scenario_2: Provider-specific validation rule enforcement (Gmail ports 465/587 only)
  
• Type: Integration/Validation
  
• Rationale: Business rules specify provider-specific constraints must be enforced
  
• Priority: P1
  

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Test Case 2: SMTP Field Validation and Error Handling - Enhanced

Test Case Metadata

• Test Case ID: CRM6.2P1US6.2_TC_002_ENH
• Title: Comprehensive field validation with specific error messages and business rule enforcement
• Created By: Hetal
• Created Date: September 10, 2025
• Version: 1.0

Classification

• Module/Feature: SMTP Settings
• Test Type: Functional
• Test Level: System
• Priority: P1-Critical
• Execution Phase: Smoke
• Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Negative-Testing, Validation-Rules, UI-Functional, MOD-SMTP, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Module-Coverage, Report-Regression-Coverage, Report-Security-Validation, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Integration-Point, Validation-Testing, Error-Handling

Business Context

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

Role-Based Context

• User_Role: System Admin (IT Director)
• Permission_Level: Full access to all validation scenarios
• Role_Restrictions: None for validation testing
• Multi_Role_Scenario: No

Quality Metrics

• Risk_Level: High
• Complexity_Level: Medium
• Expected_Execution_Time: 18 minutes
• Reproducibility_Score: High
• Data_Sensitivity: Medium
• Failure_Impact: High

Coverage Tracking

• Feature_Coverage: 95%
• Integration_Points: Field validation engine, Database constraints, UI validation layer
• Code_Module_Mapped: CRM
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: QA
• Report_Categories: Quality-Dashboard, Module-Coverage, Regression-Coverage, Security-Validation, QA
• Trend_Tracking: Yes
• Executive_Visibility: No
• Customer_Impact_Level: High

Requirements Traceability

• Related_Requirements: BR-Host-Input, BR-Port-Number, BR-Username-Field, BR-Password-Field, BR-Max-Connections, BR-Retries-Field, BR-Custom-Headers, BR-Save-Button
• Related_Bugs: N/A
• Related_Test_Cases: CRM6.2P1US6.2_TC_001_ENH

Test Environment

• Environment: Staging
• Browser/Version: Chrome 115+
• Device/OS: Windows 10/11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Form validation engine, Database constraint validation
• Performance_Baseline: Validation response < 100ms per field
• Data_Requirements: Invalid test data sets for comprehensive validation

Prerequisites

• Setup_Requirements: SMART360 system access, Clean SMTP settings page
• User_Roles_Permissions: System Admin (IT Director) access level
• Test_Data:
• • Invalid domain formats, Invalid port numbers, Invalid email formats
  • Boundary values for numeric fields, Malformed header data
• Prior_Test_Cases: System login verification

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to SMTP Settings page	Page loads successfully with empty configuration form	N/A	Initial setup verification
2	Leave Host field empty and attempt to save	Error message appears: "Host field is required", Save button remains disabled	[empty field]	Required field validation, BR-Host-Input
3	Enter invalid domain format in Host field	Real-time validation error: "Please enter a valid domain name or IP address" appears below field	invalid-domain-format	Domain format validation, BR-Host-Input
4	Enter localhost in Host field (production restriction)	Warning message: "localhost not recommended for production environments"	localhost	Production environment validation, BR-Host-Input
5	Enter IPv4 address in valid format	Field accepts input without errors, validation passes	192.168.1.100	IP address format acceptance, BR-Host-Input
6	Clear Host field and enter maximum length domain (253 chars)	Field accepts input up to 253 characters, validation passes	[253-char domain name]	Host field length boundary, BR-Host-Input
7	Enter domain exceeding 253 characters	Error message: "Domain name cannot exceed 253 characters"	[254-char domain name]	Host field upper boundary, BR-Host-Input
8	Set Port field to 0	Error message: "Port number must be between 1 and 65535"	0	Port minimum validation, BR-Port-Number
9	Set Port field to 65536	Error message: "Port number must be between 1 and 65535"	65536	Port maximum validation, BR-Port-Number
10	Enter negative number in Port field	Field rejects negative input or shows error: "Port number must be positive"	-25	Port negative validation, BR-Port-Number
11	Enter non-numeric characters in Port field	Field restricts input to numbers only, shows error for invalid characters	abc123	Port format validation, BR-Port-Number
12	Set Port to 25 with warning expectation	Warning message: "Port 25 may be blocked by ISPs" appears	25	Port-specific warning, BR-Port-Number
13	Leave Username field empty with other fields filled	Error message: "Username is required for authentication"	[empty field]	Username required validation, BR-Username-Field
14	Enter invalid email format in Username	Error message: "Please enter a valid email address format"	invalid-email-format	Email format validation, BR-Username-Field
15	Enter email exceeding 320 characters	Error message: "Email address cannot exceed 320 characters"	[321-char email]	Username length validation, BR-Username-Field
16	Leave Password field empty	Error message: "Password is required for authentication"	[empty field]	Password required validation, BR-Password-Field
17	Enter password with only spaces	Error message: "Password cannot be only whitespace characters"	[spaces only]	Password content validation, BR-Password-Field
18	Set Max Connections to 0	Error message: "Minimum connections must be 1"	0	Connection minimum validation, BR-Max-Connections
19	Set Max Connections to 101	Error message: "Maximum connections cannot exceed 100"	101	Connection maximum validation, BR-Max-Connections
20	Enter non-numeric value in Max Connections	Field restricts input to numbers, shows error for invalid characters	abc	Connection format validation, BR-Max-Connections
21	Set Retries to negative number	Error message: "Retries cannot be negative"	-1	Retry negative validation, BR-Retries-Field
22	Set Retries to 11	Error message: "Maximum retries cannot exceed 10"	11	Retry maximum validation, BR-Retries-Field
23	Set Idle Timeout to 5s (below minimum)	Error message: "Idle timeout must be at least 10 seconds"	5s	Idle timeout minimum, BR-Idle-Timeout
24	Set Idle Timeout to 301s (above maximum)	Error message: "Idle timeout cannot exceed 300 seconds"	301s	Idle timeout maximum, BR-Idle-Timeout
25	Set Wait Timeout to 4s (below minimum)	Error message: "Wait timeout must be at least 5 seconds"	4s	Wait timeout minimum, BR-Wait-Timeout
26	Set Wait Timeout to 121s (above maximum)	Error message: "Wait timeout cannot exceed 120 seconds"	121s	Wait timeout maximum, BR-Wait-Timeout
27	Enter malformed headers in Custom Headers field	Error message: "Headers must follow RFC 2822 format: Header-Name: Header-Value"	Invalid-Header-Format	Header format validation, BR-Custom-Headers
28	Enter headers exceeding 8KB total size	Error message: "Custom headers cannot exceed 8KB total size"	[>8KB headers]	Header size validation, BR-Custom-Headers
29	Enter restricted header names	Error message: "Cannot modify standard headers: From, To, Subject, Date"	From: test@example.com	Header restriction validation, BR-Custom-Headers
30	Attempt to save configuration with validation errors	Save button remains disabled, validation summary shows all errors	N/A	Save prevention with errors, BR-Save-Button

Verification Points

• Primary_Verification: All validation rules enforced correctly with appropriate error messages
• Secondary_Verifications: Real-time validation working, error messages clear and actionable, field restrictions properly implemented
• Negative_Verification: No configuration saved with invalid data, no system crashes with invalid inputs

Test Results (Template)

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [Record validation behavior and error message accuracy]
• Execution_Date: [Test execution date]
• Executed_By: [Tester name]
• Execution_Time: [Actual time vs 18-minute expected]
• Defects_Found: [Bug IDs for validation issues]
• Screenshots_Logs: [Error message screenshots]

Execution Analytics

• Execution_Frequency: Per-Release
• Maintenance_Effort: Medium
• Automation_Candidate: Yes

Test Relationships

• Blocking_Tests: System login, SMTP Settings page access
• Blocked_Tests: Advanced configuration tests
• Parallel_Tests: Can run parallel with other validation tests
• Sequential_Tests: Should run after basic configuration test

Additional Information

• Notes: Comprehensive validation ensures data integrity and user experience
• Edge_Cases: Browser auto-fill interference, Copy-paste of invalid data, Network interruption during validation
• Risk_Areas: Incomplete validation allowing invalid data, Poor error messages confusing users
• Security_Considerations: Input sanitization, SQL injection prevention, XSS prevention

Missing Scenarios Identified

• Scenario_1: Provider-specific validation rules (Gmail must use ports 465 or 587)
  
• Type: Business Rule Validation
  
• Rationale: User story specifies provider-specific constraints that must be validated
  
• Priority: P1
  
• Scenario_2: Cross-field validation (Port 465 must use SSL/TLS, not STARTTLS)
  
• Type: Integration Validation
  
• Rationale: Business rules specify port-encryption relationships must be enforced
  
• Priority: P2
  

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Test Case 3: Office 365 SMTP Configuration with Provider Templates

Test Case Metadata

• Test Case ID: CRM6.2P1US6.2_TC_003_ENH
• Title: Configure Office 365 SMTP using provider template with auto-population and validation
• Created By: Hetal
• Created Date: September 10, 2025
• Version: 1.0

Classification

• Module/Feature: SMTP Settings
• 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, Office365-Provider, Template-Auto-Population, MOD-SMTP, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Integration-Testing, Report-Customer-Segment-Analysis, Report-User-Acceptance, Customer-Enterprise, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-Office365, Template-Testing, Happy-Path

Business Context

• Customer_Segment: Enterprise
• Revenue_Impact: High
• Business_Priority: Must-Have
• Customer_Journey: Onboarding
• Compliance_Required: Yes
• SLA_Related: Yes

Role-Based Context

• User_Role: System Admin (IT Director)
• Permission_Level: Full access to provider templates and security settings
• Role_Restrictions: None
• Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

• Feature_Coverage: 90%
• Integration_Points: Office365-SMTP, Services-CX, CRM, Provider-Templates
• Code_Module_Mapped: CRM
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: Engineering
• Report_Categories: Quality-Dashboard, Integration-Testing, Customer-Segment-Analysis, User-Acceptance, Engineering
• Trend_Tracking: Yes
• Executive_Visibility: Yes
• Customer_Impact_Level: High

Requirements Traceability

• Related_Requirements: AC-8, BR-Email-Provider, BR-Provider-Templates, BR-Office365-Specific, AC-15, AC-16
• Related_Bugs: N/A
• Related_Test_Cases: CRM6.2P1US6.2_TC_001_ENH, CRM6.2P1US6.2_TC_002_ENH

Test Environment

• Environment: Staging
• Browser/Version: Chrome 115+
• Device/OS: Windows 10/11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Office 365 SMTP service, Modern authentication, Network connectivity
• Performance_Baseline: Page load < 3 seconds, Template auto-population < 1 second, Save < 500ms
• Data_Requirements: Valid Office 365 organizational account, Modern authentication enabled

Prerequisites

• Setup_Requirements: SMART360 system access, Valid Office 365 organizational account with SMTP permissions
• User_Roles_Permissions: System Admin (IT Director) access level
• Test_Data:
• • Entity ID: UT002-SMTP-O365
  • O365 Host: smtp.office365.com (auto-populated)
  • Port: 587 (auto-populated)
  • Username: smart360@utilitycompany.onmicrosoft.com
  • Secure password with modern auth
  • Custom organization headers
• Prior_Test_Cases: System login verification, Settings menu accessibility

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to SMTP Settings page	Page loads successfully with configuration form	N/A	Initial page access verification, < 3 seconds
2	Click Email Provider dropdown	Dropdown expands showing provider options: Gmail, Office 365, Yahoo, Custom	N/A	Provider dropdown functionality, AC-8
3	Select "Office 365" from dropdown	Auto-population occurs: Host=smtp.office365.com, Port=587, TLS=STARTTLS	Office 365	Template auto-population, BR-Provider-Templates
4	Verify host field auto-populated correctly	Host field shows "smtp.office365.com" with proper validation styling	smtp.office365.com	O365 template accuracy, BR-Office365-Specific
5	Verify port auto-populated to 587	Port field shows "587" as Office 365 standard SMTP port	587	O365 port template, BR-Office365-Specific
6	Verify TLS automatically set to STARTTLS	TLS dropdown shows STARTTLS selected with O365 compatibility	STARTTLS	O365 encryption template, BR-Office365-Specific
7	Verify authentication protocol compatibility	Auth Protocol shows LOGIN (compatible with O365 modern auth)	LOGIN	O365 auth compatibility, BR-Office365-Specific
8	Enter Office 365 organizational email	Username field accepts O365 organizational format	smart360@utilitycompany.onmicrosoft.com	O365 email format, BR-Username-Field
9	Enter modern authentication password	Password field masks input, accepts secure password	[O365-secure-password]	O365 auth validation, BR-Password-Field
10	Configure Max Connections for O365 (recommended 5)	Update Max Connections to 5 (O365 recommended limit)	5	O365 connection optimization, AC-11
11	Set Retries to 2 (O365 optimized)	Update Retries field to 2 for O365 environment	2	O365 retry optimization, AC-12
12	Configure extended timeouts for O365	Set Idle Timeout to 45s, Wait Timeout to 60s	45s, 60s	O365 timeout optimization, AC-13
13	Add Office 365 specific custom headers	Custom headers accepted in RFC 2822 format, validated for O365 compatibility	X-Source-System: SMART360\nX-Environment: Production\nX-O365-Tenant: utilitycompany.onmicrosoft.com	O365 custom headers, BR-Custom-Headers
14	Verify HELO hostname with organization domain	Update HELO hostname to organization domain for better deliverability	mail.utilitycompany.com	O365 HELO optimization, BR-HELO-Hostname
15	Test connection with Office 365 configuration	Click Test Connection, loading indicator appears, connection test executes	N/A	O365 connection testing, AC-15
16	Verify successful O365 connection	Green checkmark with "Connection successful" message appears within 60 seconds	N/A	O365 connectivity validation, BR-Test-Connection
17	Save Office 365 configuration	Click Save button, configuration saves with timestamp, operation completes < 500ms	N/A	O365 config persistence, AC-16
18	Activate Office 365 configuration	Toggle Active switch to ON, "SMTP configuration activated successfully" message	ON	O365 activation, BR-Active-Toggle
19	Verify Office 365 template consistency	All auto-populated values remain consistent with O365 specifications	N/A	Template accuracy validation
20	Test email delivery with Office 365	System sends test email through O365 SMTP to admin account	admin@utilitycompany.com	O365 email delivery confirmation

Verification Points

• Primary_Verification: Office 365 SMTP configuration successfully created using provider template with all auto-populated values
• Secondary_Verifications: Template auto-population accurate, O365-specific settings optimized, connection test passes, email delivery successful
• Negative_Verification: No manual entries overwritten by template, no compatibility warnings, no authentication failures

Test Results (Template)

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [Record template behavior and O365-specific performance]
• Execution_Date: [Test execution date]
• Executed_By: [Tester name]
• Execution_Time: [Actual time vs 15-minute expected]
• Defects_Found: [Bug IDs for template or O365 issues]
• Screenshots_Logs: [Template auto-population evidence]

Execution Analytics

• Execution_Frequency: Per-Release
• Maintenance_Effort: Low
• Automation_Candidate: Yes

Test Relationships

• Blocking_Tests: System login, SMTP Settings access, Network connectivity to Office 365
• Blocked_Tests: Multi-provider testing, Configuration switching tests
• Parallel_Tests: Can run parallel with Gmail configuration tests
• Sequential_Tests: Should run after basic validation tests

Additional Information

• Notes: Office 365 integration critical for enterprise customers, template accuracy essential
• Edge_Cases: Office 365 service disruptions, Modern authentication changes, Tenant configuration variations
• Risk_Areas: Authentication failures, Template inaccuracy, Office 365 policy changes
• Security_Considerations: Modern authentication compliance, Organizational tenant security, Credential encryption

Missing Scenarios Identified

• Scenario_1: Office 365 modern authentication failure handling
• Type: Error Handling/Security
• Rationale: O365 requires modern authentication, failure scenarios need specific handling
• Priority: P1
• Scenario_2: Template override protection (manual entries not overwritten)
• Type: Business Rule Protection
• Rationale: User story specifies manual entries should not be overwritten when switching providers
• Priority: P2

---

Test Case 4: Multiple SMTP Configuration Management with Single Active Rule

Test Case Metadata

• Test Case ID: CRM6.2P1US6.2_TC_004_ENH
• Title: Create multiple SMTP configurations and validate single active rule enforcement
• Created By: Hetal
• Created Date: September 10, 2025
• Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: Business-Rules, Multi-Configuration, Active-Rule-Enforcement, MOD-SMTP, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-Regression-Coverage, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-CRM, Configuration-Management, Rule-Enforcement

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 Admin (IT Director)
• Permission_Level: Full access to multiple configuration management
• Role_Restrictions: None
• Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

• Feature_Coverage: 95%
• Integration_Points: Configuration Management, Database State, Active Rule Engine, CRM
• Code_Module_Mapped: CRM
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

• Related_Requirements: BR-Active-Toggle, BR-Configuration-Delete, BR-Add-New-Button, AC-17, AC-18, AC-20
• Related_Bugs: N/A
• Related_Test_Cases: CRM6.2P1US6.2_TC_001_ENH, CRM6.2P1US6.2_TC_003_ENH

Test Environment

• Environment: Staging
• Browser/Version: Chrome 115+
• Device/OS: Windows 10/11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Configuration management system, Database state tracking, Active rule engine
• Performance_Baseline: Configuration creation < 500ms, Rule enforcement < 100ms
• Data_Requirements: Multiple valid SMTP provider configurations

Prerequisites

• Setup_Requirements: SMART360 system access, Clean SMTP settings state
• User_Roles_Permissions: System Admin (IT Director) access level
• Test_Data:
• • Primary Config: UT003-SMTP-GMAIL (Gmail configuration)
  • Secondary Config: UT004-SMTP-O365 (Office 365 configuration)
  • Tertiary Config: UT005-SMTP-YAHOO (Yahoo configuration)
• Prior_Test_Cases: System login, Basic configuration creation tests

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to SMTP Settings page	Page loads with empty configuration form and Add New button visible	N/A	Initial state verification
2	Create first Gmail SMTP configuration	Complete Gmail configuration with all required fields	UT003-SMTP-GMAIL config	First configuration creation
3	Test and save first configuration	Configuration tests successfully and saves with timestamp	Valid Gmail settings	First config persistence
4	Activate first configuration	Toggle Active switch to ON, configuration becomes active	Active: ON	First configuration activation
5	Click Add New button	New clean configuration form appears, previous config preserved	N/A	Multiple config support, BR-Add-New-Button
6	Create second Office 365 configuration	Complete O365 configuration with provider template	UT004-SMTP-O365 config	Second configuration creation
7	Test and save second configuration	O365 configuration tests and saves successfully	Valid O365 settings	Second config persistence
8	Attempt to activate second configuration	Toggle second config Active switch to ON	Active: ON	Second activation attempt
9	Verify automatic deactivation of first configuration	First configuration automatically switches to OFF when second is activated	First: OFF, Second: ON	Single active rule enforcement, BR-Active-Toggle
10	Verify only one configuration active at a time	System displays only one configuration with Active status ON	One active config only	Active rule validation
11	Click Add New button again	Third configuration form appears	N/A	Multiple configuration capability
12	Create third Yahoo configuration	Complete Yahoo SMTP configuration	UT005-SMTP-YAHOO config	Third configuration creation
13	Save third configuration without activation	Configuration saves in inactive state	Active: OFF	Inactive configuration support
14	Verify configuration list shows all three	All three configurations visible with proper status indicators	3 configs: 1 active, 2 inactive	Configuration list display
15	Switch active configuration to third (Yahoo)	Activate Yahoo config, O365 automatically deactivates	Yahoo: ON, O365: OFF, Gmail: OFF	Active switching behavior
16	Attempt to delete currently active configuration	System prevents deletion with warning: "Cannot delete active configuration"	Delete attempt blocked	Active config protection, BR-Configuration-Delete
17	Deactivate currently active configuration	Toggle Yahoo config to OFF, no other configs auto-activate	All configs: OFF	Manual deactivation
18	Delete inactive Yahoo configuration	Confirmation dialog appears: "Are you sure you want to delete this configuration?"	Confirm deletion	Delete confirmation process
19	Confirm configuration deletion	Yahoo configuration permanently removed from system	Config deleted	Permanent deletion
20	Verify configuration count after deletion	Only Gmail and O365 configurations remain	2 configs remaining	Post-deletion state
21	Re-activate Gmail configuration	Toggle Gmail to ON, system accepts activation	Gmail: ON	Re-activation capability
22	Verify audit trail logging	All configuration changes logged with timestamps and user ID	Audit log entries	Change tracking verification
23	Test configuration switching under load	Rapidly switch between configurations multiple times	Multiple rapid switches	Rule enforcement under load
24	Verify database consistency	All configuration states correctly persisted in database	Consistent DB state	Data integrity verification

Verification Points

• Primary_Verification: Only one SMTP configuration can be active at any time, automatic deactivation works correctly
• Secondary_Verifications: Multiple configurations can be created and stored, deletion protection for active configs, audit trail complete
• Negative_Verification: No multiple active configurations possible, no data corruption during switching, no unauthorized deletions

Test Results (Template)

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [Record active rule behavior and configuration management]
• Execution_Date: [Test execution date]
• Executed_By: [Tester name]
• Execution_Time: [Actual time vs 25-minute expected]
• Defects_Found: [Bug IDs for rule enforcement issues]
• Screenshots_Logs: [Configuration state evidence]

Execution Analytics

• Execution_Frequency: Per-Release
• Maintenance_Effort: Medium
• Automation_Candidate: Yes

Test Relationships

• Blocking_Tests: Basic configuration creation, System login
• Blocked_Tests: Email delivery tests, Performance tests
• Parallel_Tests: None (state-dependent testing)
• Sequential_Tests: Must complete before advanced configuration management tests

Additional Information

• Notes: Critical business rule ensuring email delivery consistency
• Edge_Cases: Network interruption during switching, Database lock conflicts, Concurrent user modifications
• Risk_Areas: Rule enforcement failure, Data corruption during switches, Performance impact with many configs
• Security_Considerations: Access control for configuration management, Audit trail completeness

Missing Scenarios Identified

• Scenario_1: Configuration backup and restore with active state preservation
• Type: Data Management
• Rationale: User story mentions backup capabilities in process changes section
• Priority: P2
• Scenario_2: Concurrent user configuration management conflict resolution
• Type: Concurrency/Security
• Rationale: Multi-user environment needs conflict handling for configuration changes
• Priority: P2

---

Test Case 5: Connection Testing with Comprehensive Error Scenarios

Test Case Metadata

• Test Case ID: CRM6.2P1US6.2_TC_005_ENH
• Title: Test SMTP connection functionality with detailed error scenarios and recovery
• Created By: Hetal
• Created Date: September 10, 2025
• Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: Error-Handling, Connection-Testing, Network-Scenarios, MOD-SMTP, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Regression-Coverage, Report-Performance-Metrics, Report-Integration-Testing, Customer-All, Risk-High, Business-High, Revenue-Impact-Medium, Integration-SMTP-Providers, Error-Recovery, Network-Testing

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 Admin (IT Director)
• Permission_Level: Full access to connection testing features
• Role_Restrictions: None
• Multi_Role_Scenario: No

Quality Metrics

• Risk_Level: High
• Complexity_Level: High
• Expected_Execution_Time: 30 minutes
• Reproducibility_Score: Medium
• Data_Sensitivity: Medium
• Failure_Impact: High

Coverage Tracking

• Feature_Coverage: 90%
• Integration_Points: SMTP Providers, Network Layer, Error Handling System, Timeout Management
• Code_Module_Mapped: CRM
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: QA
• Report_Categories: Quality-Dashboard, Regression-Coverage, Performance-Metrics, Integration-Testing, QA
• Trend_Tracking: Yes
• Executive_Visibility: No
• Customer_Impact_Level: High

Requirements Traceability

• Related_Requirements: BR-Test-Connection, AC-15, BR-Wait-Timeout, BR-Connection-Timeout, Step-7-Error-Resolution
• Related_Bugs: N/A
• Related_Test_Cases: CRM6.2P1US6.2_TC_001_ENH, CRM6.2P1US6.2_TC_003_ENH

Test Environment

• Environment: Staging
• Browser/Version: Chrome 115+
• Device/OS: Windows 10/11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Network connectivity, SMTP provider availability, DNS resolution, Firewall configuration
• Performance_Baseline: Connection test timeout 60 seconds, Error display < 5 seconds
• Data_Requirements: Various invalid and problematic SMTP configurations

Prerequisites

• Setup_Requirements: SMART360 system access, Network access control, Test SMTP configurations
• User_Roles_Permissions: System Admin (IT Director) access level
• Test_Data:
• • Valid config: UT006-VALID-SMTP
  • Invalid host: UT007-INVALID-HOST
  • Wrong port: UT008-WRONG-PORT
  • Bad credentials: UT009-BAD-CREDS
  • TLS mismatch: UT010-TLS-MISMATCH
• Prior_Test_Cases: Basic configuration creation

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Configure valid Gmail SMTP settings	All fields populated correctly with valid data	smtp.gmail.com:587, valid credentials	Baseline valid configuration
2	Click Test Connection with valid config	Loading indicator appears, connection succeeds within 60 seconds	N/A	Successful connection baseline, BR-Test-Connection
3	Verify success message display	Green checkmark with "Connection successful" message	N/A	Success state verification
4	Configure valid host but wrong port (25 instead of 587)	Configuration appears valid but uses incorrect port	smtp.gmail.com:25	Port mismatch scenario
5	Test connection with wrong port	Error message: "Connection timeout - verify host and port" within 60 seconds	Port 25 (blocked/wrong)	Port error handling, Step-7-Error-Resolution
6	Configure valid settings but incorrect password	Valid configuration with intentionally wrong password	[incorrect-password]	Authentication failure scenario
7	Test connection with wrong credentials	Error message: "Authentication failed - check credentials" appears	Bad password	Auth error handling, Step-7-Error-Resolution
8	Verify credentials not exposed in error	Error message does not reveal actual credentials	N/A	Security verification for error messages
9	Configure non-existent SMTP host	Host field contains invalid/non-existent domain	smtp.nonexistentdomain.fake	DNS resolution failure scenario
10	Test connection to non-existent host	Error message: "Host resolution failed" or "Unable to resolve hostname"	Invalid host	DNS error handling, Step-7-Error-Resolution
11	Configure TLS mismatch (Port 25 with STARTTLS)	Valid host/auth but incompatible encryption setting	smtp.gmail.com:25 + STARTTLS	TLS configuration mismatch
12	Test connection with TLS mismatch	Error message: "TLS handshake failed - check encryption settings"	TLS mismatch config	TLS error handling, Step-7-Error-Resolution
13	Configure blocked port scenario	Use port commonly blocked by firewalls	smtp.gmail.com:465 (if blocked)	Firewall blocking scenario
14	Test connection to blocked port	Error message: "Connection timeout" with firewall suggestion	Blocked port	Firewall error guidance
15	Test connection timeout behavior	Start connection test and wait for timeout	N/A	Timeout mechanism verification, BR-Wait-Timeout
16	Verify timeout occurs at 60 seconds	Test stops automatically after 60 seconds with timeout error	N/A	Timeout enforcement, BR-Connection-Timeout
17	Configure incompatible auth protocol	Use CRAM-MD5 with Gmail (unsupported)	Gmail + CRAM-MD5	Protocol compatibility error
18	Test incompatible authentication	Error message: "Authentication protocol not supported by provider"	CRAM-MD5 mismatch	Protocol error handling
19	Simulate network disconnection during test	Disconnect network mid-test	N/A	Network failure simulation
20	Verify network failure handling	Error message: "Network unavailable" or connection timeout	Network disconnected	Network error recovery
21	Reconnect network and retry	Test connection after network restoration	N/A	Recovery capability verification
22	Test rapid successive connection attempts	Click Test Connection multiple times quickly	N/A	Rate limiting and concurrency handling
23	Verify only one test runs at a time	System prevents multiple concurrent tests or queues them	N/A	Concurrency control verification
24	Test with maximum timeout values	Configure max timeout and test behavior	300s idle, 120s wait	Boundary timeout testing
25	Verify error message clarity and actionability	All error messages provide clear next steps	Various error scenarios	Error message quality verification
26	Test connection logging	Verify all connection attempts logged with results	N/A	Audit trail for connection tests
27	Verify Save button state with failed tests	Save button remains disabled after failed connection test	Failed test result	Save prevention with failed tests, BR-Test-Connection
28	Test error recovery workflow	Fix error and successfully test connection	Corrected configuration	Error resolution verification

Verification Points

• Primary_Verification: Connection testing provides accurate, actionable error messages for all failure scenarios
• Secondary_Verifications: Timeout behavior correct, Security maintained in error messages, Recovery workflows functional
• Negative_Verification: No credential exposure, No system crashes on network failures, No concurrent test conflicts

Test Results (Template)

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [Record error handling accuracy and timeout behavior]
• Execution_Date: [Test execution date]
• Executed_By: [Tester name]
• Execution_Time: [Actual time vs 30-minute expected]
• Defects_Found: [Bug IDs for error handling issues]
• Screenshots_Logs: [Error message screenshots and logs]

Execution Analytics

• Execution_Frequency: Weekly
• Maintenance_Effort: High
• Automation_Candidate: Yes

Test Relationships

• Blocking_Tests: Basic configuration setup, Network connectivity
• Blocked_Tests: Production deployment tests
• Parallel_Tests: Can run parallel with other error handling tests
• Sequential_Tests: Should run after successful connection tests

Additional Information

• Notes: Comprehensive error handling critical for user experience and troubleshooting
• Edge_Cases: Intermittent network issues, Provider service degradation, Certificate expiration
• Risk_Areas: Poor error messages leading to user frustration, Security vulnerabilities in error display
• Security_Considerations: No credential leakage in errors, Safe error logging practices

Missing Scenarios Identified

• Scenario_1: Provider-specific error message customization (Gmail vs O365 specific guidance)
• Type: User Experience Enhancement
• Rationale: Different providers have different common issues requiring specific guidance
• Priority: P3
• Scenario_2: Error recovery suggestions with automated fixes where possible
• Type: User Experience Enhancement
• Rationale: User story Step-8 mentions common fixes that could be automated or suggested
• Priority: P3

---

Test Case 6: Role-Based Access Control - Utility Administrator vs System Admin

Test Case Metadata

• Test Case ID: CRM6.2P1US6.2_TC_006_ENH
• Title: Validate role-based access permissions and restrictions for Utility Administrator vs System Admin
• Created By: Hetal
• Created Date: September 10, 2025
• Version: 1.0

Classification

• Module/Feature: SMTP Settings
• Test Type: Security
• Test Level: System
• Priority: P1-Critical
• Execution Phase: Acceptance
• Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Role-Based-Access, Security-Validation, Permission-Testing, MOD-SMTP, P1-Critical, Phase-Acceptance, Type-Security, Platform-Web, Report-Security-Validation, Report-QA, Report-User-Acceptance, Report-Customer-Segment-Analysis, Report-Regression-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Integration-Access-Control, Role-Management, Security-Testing

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: Both System Admin (IT Director) and Utility Administrator
• Permission_Level: Differential access testing
• Role_Restrictions: Utility Administrator has limited access to security settings
• Multi_Role_Scenario: Yes

Quality Metrics

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

Coverage Tracking

• Feature_Coverage: 85%
• Integration_Points: Access Control System, Role Management, CRM User Roles, Security Layer
• Code_Module_Mapped: CRM
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: Security
• Report_Categories: Security-Validation, User-Acceptance, Customer-Segment-Analysis, Regression-Coverage, QA
• Trend_Tracking: Yes
• Executive_Visibility: Yes
• Customer_Impact_Level: High

Requirements Traceability

• Related_Requirements: Problem Statement User Roles, Section 2 Users, Jobs To Be Done sections, AC-20 (implied role management)
• Related_Bugs: N/A
• Related_Test_Cases: CRM6.2P1US6.2_TC_001_ENH

Test Environment

• Environment: Staging
• Browser/Version: Chrome 115+
• Device/OS: Windows 10/11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: User role management system, Access control service, Authentication system
• Performance_Baseline: Role validation < 100ms, Permission check < 50ms
• Data_Requirements: Test accounts for both user roles with different permission levels

Prerequisites

• Setup_Requirements: SMART360 system access, Test accounts for both roles configured
• User_Roles_Permissions:
• • System Admin: Full access to all SMTP features
  • Utility Administrator: Limited access with security restrictions
• Test_Data:
• • System Admin Account: sysadmin@utilitycompany.com
  • Utility Admin Account: utiladmin@utilitycompany.com
  • Test SMTP configurations for permission testing
• Prior_Test_Cases: System login verification for both roles

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Login as System Admin (IT Director)	Successful login with full administrative privileges	sysadmin@utilitycompany.com	System Admin access verification
2	Navigate to SMTP Settings as System Admin	Full SMTP Settings page loads with all features visible	N/A	System Admin SMTP access
3	Verify System Admin can access all configuration fields	All fields editable: Host, Port, Auth, Username, Password, Provider, TLS, etc.	N/A	Full field access validation
4	Verify System Admin can modify security settings	TLS settings, Skip TLS Verification toggle, authentication protocols all accessible	Security settings access	System Admin security privileges
5	Verify System Admin can create multiple configurations	Add New button functional, multiple configs can be created	Multiple test configs	Multi-config creation rights
6	Verify System Admin can delete configurations	Delete button (trash icon) visible and functional for inactive configurations	Test config deletion	Configuration management rights
7	Create and save SMTP configuration as System Admin	Configuration saves successfully with full audit trail	UT011-SYSADMIN-CONFIG	System Admin configuration creation
8	Logout from System Admin account	Successful logout, session terminated	N/A	Session management
9	Login as Utility Administrator	Successful login with utility administrator privileges	utiladmin@utilitycompany.com	Utility Admin access verification
10	Navigate to SMTP Settings as Utility Administrator	SMTP Settings page loads with potentially limited interface	N/A	Utility Admin SMTP access
11	Verify Utility Admin basic configuration access	Can access and modify basic settings: Host, Port, Username, Password	Basic config fields	Basic access verification
12	Test Utility Admin security setting restrictions	Limited or no access to advanced security settings like Skip TLS Verification	Security settings restricted	Security restriction validation
13	Verify Utility Admin provider template access	Can select email providers and use templates for guided setup	Provider templates	Template access validation
14	Test Utility Admin connection testing capability	Can perform Test Connection functionality	Test connection access	Testing capability verification
15	Verify Utility Admin save restrictions (if any)	Can save basic configurations, may require approval for security changes	Save operation	Save permission validation
16	Test Utility Admin configuration deletion restrictions	Limited or no access to delete configurations (read-only or approval required)	Delete attempt	Deletion restriction verification
17	Verify Utility Admin cannot modify System Admin configurations	Cannot edit or delete configurations created by System Admin	UT011-SYSADMIN-CONFIG	Admin config protection
18	Test IT approval workflow (if implemented)	Changes to security-sensitive settings trigger approval request	Security changes	Approval workflow validation
19	Verify Utility Admin audit trail	All Utility Admin actions logged with proper role identification	N/A	Role-based audit logging
20	Test collaboration features for Utility Admin	Can request IT support or guidance when needed	Support request	Collaboration functionality
21	Switch back to System Admin account	Login as System Admin to verify approval workflow	sysadmin@utilitycompany.com	Admin workflow testing
22	Verify System Admin can approve Utility Admin requests	If approval workflow exists, System Admin can review and approve	Pending approvals	Approval process validation
23	Test cross-role configuration visibility	Both roles can see configurations but with different modification rights	Shared configurations	Cross-role visibility
24	Verify role-based error messages	Different error messages or restrictions based on user role	Role-specific errors	Role-appropriate messaging
25	Test unauthorized access prevention	Direct URL access to restricted features blocked for Utility Admin	Restricted URLs	Access control enforcement
26	Verify session-based role enforcement	Role permissions enforced throughout session, no privilege escalation	Session validation	Session security

Verification Points

• Primary_Verification: Role-based access control properly restricts Utility Administrator while giving System Admin full access
• Secondary_Verifications: Audit trail includes role information, Cross-role collaboration works, Approval workflows function if implemented
• Negative_Verification: No privilege escalation possible, No unauthorized access to security settings, No cross-role data modification

Test Results (Template)

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [Record role permission behavior and access restrictions]
• Execution_Date: [Test execution date]
• Executed_By: [Tester name]
• Execution_Time: [Actual time vs 35-minute expected]
• Defects_Found: [Bug IDs for access control issues]
• Screenshots_Logs: [Role access evidence and audit logs]

Execution Analytics

• Execution_Frequency: Per-Release
• Maintenance_Effort: Medium
• Automation_Candidate: Planned

Test Relationships

• Blocking_Tests: User role configuration, Authentication system
• Blocked_Tests: Production security validation
• Parallel_Tests: Can run with other security tests
• Sequential_Tests: Must run after basic functionality tests

Additional Information

• Notes: Critical for security compliance and proper user access management
• Edge_Cases: Role changes during active session, Concurrent role-based modifications, Role inheritance scenarios
• Risk_Areas: Privilege escalation vulnerabilities, Improper access restrictions, Audit trail gaps
• Security_Considerations: Role-based data isolation, Secure approval workflows, Access logging completeness

Missing Scenarios Identified

• Scenario_1: Dynamic role permission changes during active sessions
• Type: Security/Session Management
• Rationale: Need to validate how role changes affect current SMTP configuration sessions
• Priority: P2
• Scenario_2: Bulk configuration management with role-based restrictions
• Type: Access Control/Business Process
• Rationale: Enterprise environments may need bulk operations with proper access control
• Priority: P3

---

Test Case 7: Performance Benchmarking and Load Testing

Test Case Metadata

• Test Case ID: CRM6.2P1US6.2_TC_007_ENH
• Title: Validate performance benchmarks and system response under load conditions
• Created By: Hetal
• Created Date: September 10, 2025
• Version: 1.0

Classification

• Module/Feature: SMTP Settings
• Test Type: Performance
• Test Level: System
• Priority: P2-High
• Execution Phase: Performance
• Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Performance-Testing, Load-Validation, Response-Time, MOD-SMTP, P2-High, Phase-Performance, Type-Performance, Platform-Web, Report-Performance-Metrics, Report-Engineering, Report-Quality-Dashboard, Report-Regression-Coverage, Report-User-Acceptance, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Performance, Benchmarking, Load-Testing

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 Admin (IT Director)
• Permission_Level: Full access for performance testing
• Role_Restrictions: None
• Multi_Role_Scenario: No

Quality Metrics

• Risk_Level: Medium
• Complexity_Level: High
• Expected_Execution_Time: 45 minutes
• Reproducibility_Score: High
• Data_Sensitivity: Low
• Failure_Impact: Medium

Coverage Tracking

• Feature_Coverage: 80%
• Integration_Points: Performance monitoring, Database performance, Network layer, UI responsiveness
• Code_Module_Mapped: CRM
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: Engineering
• Report_Categories: Performance-Metrics, Quality-Dashboard, Engineering, Regression-Coverage, User-Acceptance
• Trend_Tracking: Yes
• Executive_Visibility: Yes
• Customer_Impact_Level: Medium

Requirements Traceability

• Related_Requirements: Performance benchmarks from user story: Page load < 3 seconds, Save operation < 500ms, Connection test < 60 seconds
• Related_Bugs: N/A
• Related_Test_Cases: CRM6.2P1US6.2_TC_001_ENH, CRM6.2P1US6.2_TC_004_ENH

Test Environment

• Environment: Staging
• Browser/Version: Chrome 115+
• Device/OS: Windows 10/11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Performance monitoring tools, Load generation capability, Database monitoring
• Performance_Baseline: Page load < 3 seconds, Save < 500ms, Connection test < 60 seconds
• Data_Requirements: Multiple SMTP configurations for load testing

Prerequisites

• Setup_Requirements: Performance monitoring enabled, Load testing tools configured, Clean system state
• User_Roles_Permissions: System Admin (IT Director) access level
• Test_Data:
• • Load test configs: UT012-PERF-001 through UT012-PERF-020
  • Performance measurement tools enabled
  • Network bandwidth monitoring
• Prior_Test_Cases: Basic functionality verification

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Measure SMTP Settings page initial load time	Page loads completely in < 3 seconds from click to interactive	N/A	Page load performance baseline
2	Record page size and asset loading times	Total page size < 2MB, all assets load within performance window	Page metrics	Asset optimization verification
3	Test form field responsiveness	All input fields respond to interaction within 100ms	Field interaction	UI responsiveness validation
4	Measure dropdown menu opening performance	Dropdown menus open within 200ms of click	Provider, Auth, TLS dropdowns	UI component performance
5	Test configuration save operation speed	Save operation completes within 500ms for standard configuration	Standard SMTP config	Save performance benchmark
6	Measure database write performance	Configuration persistence to database within 200ms	DB write metrics	Database performance validation
7	Test connection test performance with valid config	Connection test completes within 15 seconds for successful connection	Valid Gmail config	Connection test performance
8	Test connection test timeout enforcement	Connection test stops exactly at 60-second timeout mark	Timeout scenario	Timeout performance validation
9	Measure memory usage during configuration	Browser memory usage remains < 100MB during form operations	Memory monitoring	Memory efficiency validation
10	Test rapid form submission handling	System handles rapid save attempts without degradation	Multiple rapid saves	Concurrency performance
11	Load test with 5 concurrent users	5 users simultaneously accessing SMTP settings without conflicts	5 concurrent sessions	Concurrent user performance
12	Measure response time under concurrent load	All operations maintain performance benchmarks with 5 users	Concurrent metrics	Load impact validation
13	Test configuration switching performance	Switching between configurations completes within 200ms	Config switching	State change performance
14	Measure large custom header processing	Custom headers up to 8KB process without performance degradation	8KB header content	Large data handling
15	Test browser resource utilization	CPU usage < 20%, Network requests optimized	Resource monitoring	Resource efficiency validation
16	Validate caching effectiveness	Subsequent page loads use cached resources effectively	Cache hit ratios	Caching optimization
17	Test performance with maximum connections (100)	Configuration with max connections saves within performance window	100 max connections	Boundary performance testing
18	Measure API response times	All API calls complete within 200ms average	API performance	Backend performance validation
19	Test performance degradation points	Identify configuration limits where performance degrades	Progressive load	Performance boundary identification
20	Validate performance consistency	Multiple test runs show consistent performance metrics	Multiple iterations	Performance stability validation

Verification Points

• Primary_Verification: All performance benchmarks met consistently under normal and load conditions
• Secondary_Verifications: Memory usage optimized, API response times acceptable, UI responsiveness maintained
• Negative_Verification: No memory leaks, No performance degradation over time, No resource exhaustion

Test Results (Template)

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [Record performance metrics and benchmark comparisons]
• Execution_Date: [Test execution date]
• Executed_By: [Tester name]
• Execution_Time: [Actual time vs 45-minute expected]
• Defects_Found: [Bug IDs for performance issues]
• Screenshots_Logs: [Performance monitoring evidence]

Execution Analytics

• Execution_Frequency: Weekly
• Maintenance_Effort: High
• Automation_Candidate: Yes

Test Relationships

• Blocking_Tests: Basic functionality verification, System performance monitoring setup
• Blocked_Tests: Production performance validation
• Parallel_Tests: Can run with other non-performance tests
• Sequential_Tests: Should run after functional tests complete

Additional Information

• Notes: Performance benchmarks critical for user experience and system scalability
• Edge_Cases: Network throttling scenarios, High-latency connections, Resource constrained environments
• Risk_Areas: Performance degradation under load, Memory leaks, Slow database operations
• Security_Considerations: Performance monitoring data security, Resource exhaustion attack prevention

Missing Scenarios Identified

• Scenario_1: Performance impact of multiple active browser tabs with SMTP settings
• Type: Performance/User Experience
• Rationale: Real-world usage patterns include multiple browser tabs
• Priority: P3
• Scenario_2: Performance validation across different network conditions (slow, fast, intermittent)
• Type: Performance/Network
• Rationale: Users access from various network conditions affecting performance
• Priority: P2

---

Test Case 8: Provider-Specific Business Rule Enforcement

Test Case Metadata

• Test Case ID: CRM6.2P1US6.2_TC_008_ENH
• Title: Validate provider-specific constraints and business rule enforcement for Gmail, Office 365, and Yahoo
• Created By: Hetal
• Created Date: September 10, 2025
• Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: Provider-Rules, Business-Logic, Validation-Engine, MOD-SMTP, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-Integration-Testing, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Provider-Rules, Rule-Enforcement, Provider-Validation

Business Context

• Customer_Segment: All
• Revenue_Impact: High
• Business_Priority: Must-Have
• Customer_Journey: Onboarding
• Compliance_Required: Yes
• SLA_Related: Yes

Role-Based Context

• User_Role: System Admin (IT Director)
• Permission_Level: Full access to all provider configurations
• Role_Restrictions: None
• Multi_Role_Scenario: No

Quality Metrics

• Risk_Level: High
• Complexity_Level: High
• Expected_Execution_Time: 40 minutes
• Reproducibility_Score: High
• Data_Sensitivity: High
• Failure_Impact: Critical

Coverage Tracking

• Feature_Coverage: 95%
• Integration_Points: Provider Rule Engine, Validation System, SMTP Providers, Business Logic Layer
• Code_Module_Mapped: CRM
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

• Related_Requirements: Business Rules section - Gmail ports 465/587, O365 modern auth, Provider validation constraints
• Related_Bugs: N/A
• Related_Test_Cases: CRM6.2P1US6.2_TC_001_ENH, CRM6.2P1US6.2_TC_003_ENH

Test Environment

• Environment: Staging
• Browser/Version: Chrome 115+
• Device/OS: Windows 10/11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Provider rule engine, Validation system, SMTP provider specifications
• Performance_Baseline: Rule validation < 100ms, Error display < 1 second
• Data_Requirements: Valid and invalid configurations for each provider

Prerequisites

• Setup_Requirements: SMART360 system access, Provider rule engine configured
• User_Roles_Permissions: System Admin (IT Director) access level
• Test_Data:
• • Gmail configs: UT013-GMAIL-VALID, UT014-GMAIL-INVALID
  • O365 configs: UT015-O365-VALID, UT016-O365-INVALID
  • Yahoo configs: UT017-YAHOO-VALID, UT018-YAHOO-INVALID
• Prior_Test_Cases: Basic configuration creation

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Select Gmail as Email Provider	Gmail selected, template suggests compatible settings	Gmail	Gmail provider selection
2	Configure Gmail with port 25	Warning or error: "Gmail requires port 465 or 587" appears	smtp.gmail.com:25	Gmail port restriction enforcement
3	Configure Gmail with port 587	Configuration accepted without warnings	smtp.gmail.com:587	Gmail valid port acceptance
4	Configure Gmail with port 465	Configuration accepted, TLS forced to SSL/TLS	smtp.gmail.com:465	Gmail SSL port handling
5	Test Gmail with invalid host but valid port	Error: "Host must be Gmail SMTP server for Gmail provider"	invalid.host.com:587	Gmail host validation
6	Configure Gmail with PLAIN authentication over non-SSL	Security warning: "PLAIN authentication requires SSL/TLS encryption"	PLAIN auth + STARTTLS	Gmail security enforcement
7	Select Office 365 as Email Provider	O365 selected, template auto-populates O365 settings	Office 365	O365 provider selection
8	Configure O365 with non-standard port	Warning: "Office 365 requires port 587 with STARTTLS"	smtp.office365.com:25	O365 port restriction
9	Configure O365 with consumer email format	Error: "Office 365 requires organizational email format"	user@gmail.com	O365 email format validation
10	Configure O365 with organizational email	Configuration accepted without errors	user@company.onmicrosoft.com	O365 valid email format
11	Test O365 without modern authentication indication	Warning: "Ensure modern authentication is enabled"	Standard password	O365 auth requirement notice
12	Configure O365 with SSL/TLS on port 587	Suggestion: "STARTTLS recommended for port 587"	Port 587 + SSL/TLS	O365 encryption guidance
13	Select Yahoo as Email Provider	Yahoo selected, template populates Yahoo settings	Yahoo	Yahoo provider selection
14	Configure Yahoo with Gmail host	Error: "Host mismatch: Yahoo provider requires Yahoo SMTP server"	smtp.gmail.com + Yahoo	Yahoo host validation
15	Configure Yahoo with correct host and port	Configuration accepted without warnings	smtp.mail.yahoo.com:587	Yahoo valid configuration
16	Test Yahoo with app-specific password requirement	Information: "Yahoo may require app-specific passwords"	Standard password	Yahoo auth guidance
17	Select Custom provider	No auto-population, all manual configuration required	Custom	Custom provider behavior
18	Configure Custom with any valid SMTP settings	Configuration accepted without provider-specific restrictions	Any valid SMTP	Custom provider flexibility
19	Switch from Gmail to O365 provider mid-configuration	Provider-specific validations update, previous settings evaluated against new rules	Provider switch	Dynamic rule enforcement
20	Test cross-provider configuration validation	System prevents invalid combinations across provider switches	Mixed provider settings	Cross-validation prevention
21	Verify provider-specific error messages	Each provider shows customized, actionable error messages	Provider-specific errors	Customized error messaging
22	Test provider rule override prevention	Cannot bypass provider rules even with manual configuration	Rule bypass attempts	Rule enforcement integrity
23	Validate provider authentication compatibility	Each provider only allows compatible authentication methods	Auth method restrictions	Provider auth constraints
24	Test provider-specific timeout recommendations	Each provider suggests optimal timeout values	Provider timeouts	Provider optimization guidance

Verification Points

• Primary_Verification: Provider-specific business rules correctly enforced for all major email providers
• Secondary_Verifications: Error messages provider-specific and actionable, Rule enforcement cannot be bypassed, Template accuracy maintained
• Negative_Verification: No cross-provider contamination, No rule bypass possible, No invalid configurations allowed

Test Results (Template)

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [Record provider rule enforcement behavior]
• Execution_Date: [Test execution date]
• Executed_By: [Tester name]
• Execution_Time: [Actual time vs 40-minute expected]
• Defects_Found: [Bug IDs for rule enforcement issues]
• Screenshots_Logs: [Provider validation evidence]

Execution Analytics

• Execution_Frequency: Per-Release
• Maintenance_Effort: Medium
• Automation_Candidate: Yes

Test Relationships

• Blocking_Tests: Provider template functionality, Validation engine
• Blocked_Tests: Production provider integration
• Parallel_Tests: Can run with other validation tests
• Sequential_Tests: Should run after basic provider template tests

Additional Information

• Notes: Provider rule enforcement critical for successful email delivery
• Edge_Cases: Provider specification changes, New provider additions, Rule conflict scenarios
• Risk_Areas: Rule bypass vulnerabilities, Outdated provider specifications, Cross-provider conflicts
• Security_Considerations: Provider-specific security requirements, Authentication method enforcement

Missing Scenarios Identified

• Scenario_1: Dynamic provider rule updates without system restart
• Type: Business Rule Management
• Rationale: Provider requirements may change requiring dynamic rule updates
• Priority: P2
• Scenario_2: Provider rule conflict resolution when multiple providers share configurations
• Type: Business Logic
• Rationale: Complex environments may have overlapping provider requirements
• Priority: P3

---

Test Case 9: Custom Header RFC 2822 Format Validation and Processing

Test Case Metadata

• Test Case ID: CRM6.2P1US6.2_TC_009_ENH
• Title: Comprehensive validation of custom headers with RFC 2822 format compliance and size limits
• Created By: Hetal
• Created Date: September 10, 2025
• Version: 1.0

Classification

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

Enhanced Tags for 17 Reports Support

Tags: RFC-2822-Validation, Custom-Headers, Format-Compliance, MOD-SMTP, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Module-Coverage, Report-Security-Validation, Report-Integration-Testing, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Low, Integration-Email-Standards, Header-Processing, Compliance-Testing

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 Admin (IT Director)
• Permission_Level: Full access to custom header configuration
• Role_Restrictions: None
• Multi_Role_Scenario: No

Quality Metrics

• Risk_Level: Medium
• Complexity_Level: Medium
• Expected_Execution_Time: 25 minutes
• Reproducibility_Score: High
• Data_Sensitivity: Medium
• Failure_Impact: Medium

Coverage Tracking

• Feature_Coverage: 90%
• Integration_Points: RFC 2822 Validator, Header Processing Engine, Email Formatting, Security Scanner
• Code_Module_Mapped: CRM
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: QA
• Report_Categories: Quality-Dashboard, Module-Coverage, Security-Validation, Integration-Testing, QA
• Trend_Tracking: No
• Executive_Visibility: No
• Customer_Impact_Level: Medium

Requirements Traceability

• Related_Requirements: BR-Custom-Headers, AC-14, RFC 2822 format requirements, 8KB size limit
• Related_Bugs: N/A
• Related_Test_Cases: CRM6.2P1US6.2_TC_001_ENH, CRM6.2P1US6.2_TC_002_ENH

Test Environment

• Environment: Staging
• Browser/Version: Chrome 115+
• Device/OS: Windows 10/11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: RFC 2822 validation library, Header processing engine, Security validation
• Performance_Baseline: Header validation < 200ms, Processing < 100ms
• Data_Requirements: Various RFC 2822 compliant and non-compliant header formats

Prerequisites

• Setup_Requirements: SMART360 system access, RFC 2822 validator enabled
• User_Roles_Permissions: System Admin (IT Director) access level
• Test_Data:
• • Valid headers: X-Mailer: SMART360-System, X-Priority: 1
  • Invalid headers: Various malformed formats
  • Size test: Headers approaching 8KB limit
• Prior_Test_Cases: Basic configuration creation

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Custom Headers text area	Text area active, shows placeholder format guidance	N/A	Custom headers field access
2	Enter valid RFC 2822 header format	Header accepted without validation errors	X-Mailer: SMART360-System	Valid format acceptance
3	Add multiple valid headers on separate lines	All headers validated and accepted	X-Priority: 1\nX-Source: UtilityNotifications	Multi-line header validation
4	Test header name format validation	Header names with valid characters accepted	X-Custom-Header: value	Header name validation
5	Enter header name with invalid characters	Error: "Header names can only contain letters, numbers, and hyphens"	X-Invalid@Header: value	Invalid character rejection
6	Test header name length limits	Long but valid header names accepted	X-Very-Long-But-Valid-Header-Name: value	Header name length validation
7	Enter header without colon separator	Error: "Headers must follow format: Header-Name: Header-Value"	Invalid-Header-Format	Format requirement enforcement
8	Test header value with spaces and special chars	Valid header values with spaces and special characters accepted	X-Description: This is a test header with spaces!	Header value flexibility
9	Enter restricted standard header	Error: "Cannot modify standard headers: From, To, Subject, Date"	From: test@example.com	Standard header protection
10	Test additional restricted headers	Additional system headers rejected	Message-ID: custom-id	System header protection
11	Enter header value with line breaks	Error: "Header values cannot contain line breaks"	X-Header: value\nwith\nbreaks	Line break prevention
12	Test header folding (RFC 2822 continuation)	Properly folded headers accepted	X-Long: This is a very\n long header value	Header folding support
13	Add headers approaching 8KB total size	Headers accepted up to size limit	[Large header set]	Size limit boundary testing
14	Exceed 8KB total header size	Error: "Custom headers cannot exceed 8KB total size"	[>8KB header content]	Size limit enforcement
15	Test header value encoding	Unicode and special encoding handled properly	X-Unicode: Tëst Valüe	Encoding support validation
16	Enter header with security-sensitive content	Security validation prevents malicious content	X-Script: <script>alert()</script>	Security content filtering
17	Test header duplication handling	Duplicate header names handled appropriately	X-Test: value1\nX-Test: value2	Duplication behavior validation
18	Validate utility-specific headers	Industry-standard utility headers accepted	X-Utility-ID: SMART360\nX-Meter-Type: Electric	Industry header support
19	Test header preservation during save	All valid headers preserved exactly as entered	Complete header set	Header persistence validation
20	Verify headers in email delivery	Custom headers included in actual email delivery	Email inspection	Header delivery verification

Verification Points

• Primary_Verification: Custom headers validated according to RFC 2822 format with proper size and content restrictions
• Secondary_Verifications: Security filtering works, Header preservation accurate, Email delivery includes headers
• Negative_Verification: No malicious content allowed, No system headers modifiable, No format violations accepted

Test Results (Template)

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [Record header validation behavior and compliance]
• Execution_Date: [Test execution date]
• Executed_By: [Tester name]
• Execution_Time: [Actual time vs 25-minute expected]
• Defects_Found: [Bug IDs for header validation issues]
• Screenshots_Logs: [Header validation evidence]

Execution Analytics

• Execution_Frequency: Per-Release
• Maintenance_Effort: Low
• Automation_Candidate: Yes

Test Relationships

• Blocking_Tests: Basic configuration setup, Security validation system
• Blocked_Tests: Email delivery tests with custom headers
• Parallel_Tests: Can run with other validation tests
• Sequential_Tests: Should run after basic header functionality

Additional Information

• Notes: RFC 2822 compliance critical for email deliverability and standard compliance
• Edge_Cases: Non-ASCII character handling, Complex header folding, Provider-specific header limitations
• Risk_Areas: Security vulnerabilities in header processing, RFC compliance failures, Size calculation errors
• Security_Considerations: Header injection prevention, Script tag filtering, Malicious content detection

Missing Scenarios Identified

• Scenario_1: Header template library for common utility industry headers
• Type: User Experience Enhancement
• Rationale: Utility companies may have standard headers they commonly use
• Priority: P3
• Scenario_2: Header impact on email deliverability testing
• Type: Integration Testing
• Rationale: Some headers may impact spam filtering and delivery rates
• Priority: P2

---

 Test Case 10: Skip TLS Verification Toggle Functionality

User Story: CRM6.2P1US6.2
Created By: Hetal
Created Date: September 10, 2025
Version: 1.0

Test Case Metadata

• Test Case ID: CRM6.2P1US6.2_TC_010_MISSING
• Title: Validate Skip TLS Verification toggle functionality and security implications
• Created By: Hetal
• Created Date: September 10, 2025
• Version: 1.0

Classification

• Module/Feature: SMTP Settings
• Test Type: Security
• Test Level: System
• Priority: P1-Critical
• Execution Phase: Acceptance
• Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: TLS-Verification, Security-Toggle, Certificate-Validation, MOD-SMTP, P1-Critical, Phase-Acceptance, Type-Security, Platform-Web, Report-Security-Validation, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Integration-TLS, Security-Testing, Certificate-Management

Business Context

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

Role-Based Context

• User_Role: System Admin (IT Director)
• Permission_Level: Full access to security settings including TLS verification
• Role_Restrictions: None
• Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

• Feature_Coverage: 95%
• Integration_Points: TLS Validation Engine, Certificate Verification, Security Layer, SMTP Providers
• Code_Module_Mapped: CRM
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: Security
• Report_Categories: Security-Validation, Quality-Dashboard, Module-Coverage, User-Acceptance, Engineering
• Trend_Tracking: Yes
• Executive_Visibility: Yes
• Customer_Impact_Level: High

Requirements Traceability

• Related_Requirements: Wireframe Toggle - Skip TLS Verification, Security and Authentication section, Certificate verification settings
• Related_Bugs: N/A
• Related_Test_Cases: CRM6.2P1US6.2_TC_001_ENH, CRM6.2P1US6.2_TC_008_ENH

Test Environment

• Environment: Staging
• Browser/Version: Chrome 115+
• Device/OS: Windows 10/11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: TLS certificate validation system, SMTP servers with various certificate states
• Performance_Baseline: Toggle response < 100ms, Validation check < 500ms
• Data_Requirements: SMTP servers with valid, invalid, expired, and self-signed certificates

Prerequisites

• Setup_Requirements: SMART360 system access, Test SMTP servers with different certificate states
• User_Roles_Permissions: System Admin (IT Director) access level
• Test_Data:
• • Valid cert server: UT019-VALID-CERT-SMTP
  • Invalid cert server: UT020-INVALID-CERT-SMTP
  • Self-signed cert server: UT021-SELF-SIGNED-SMTP
  • Expired cert server: UT022-EXPIRED-CERT-SMTP
• Prior_Test_Cases: Basic SMTP configuration creation

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to SMTP Settings configuration page	Page loads with all configuration fields including Skip TLS Verification toggle	N/A	Initial page verification
2	Locate Skip TLS Verification toggle control	Toggle visible below TLS dropdown, currently in OFF (disabled) state	OFF position	Toggle visibility verification
3	Verify toggle tooltip or description	Tooltip explains "Skip hostname check on the TLS certificate"	Toggle tooltip	Toggle purpose clarification
4	Configure SMTP with valid certificate server	Standard Gmail/O365 configuration with valid certificates	Valid cert config	Baseline valid certificate setup
5	Test connection with Skip TLS Verification OFF	Connection succeeds with proper certificate validation	OFF + valid cert	Normal certificate validation
6	Configure SMTP server with self-signed certificate	SMTP server known to have self-signed certificate	UT021-SELF-SIGNED-SMTP	Self-signed certificate scenario
7	Test connection with Skip TLS Verification OFF	Connection fails with certificate validation error	OFF + self-signed	Certificate validation failure
8	Toggle Skip TLS Verification to ON position	Toggle moves to ON (right) position with visual indication	ON position	Toggle activation
9	Test same self-signed certificate connection with toggle ON	Connection succeeds despite self-signed certificate	ON + self-signed	TLS verification bypass working
10	Display security warning when toggle is enabled	Warning message: "Skipping TLS verification reduces security"	Security warning	Security implication notification
11	Configure server with expired certificate	SMTP server with known expired certificate	UT022-EXPIRED-CERT-SMTP	Expired certificate scenario
12	Test connection with Skip TLS Verification OFF	Connection fails with expired certificate error	OFF + expired cert	Expired certificate validation
13	Test same expired certificate with toggle ON	Connection succeeds bypassing expired certificate validation	ON + expired cert	Expired certificate bypass
14	Configure server with invalid hostname certificate	Certificate valid but hostname mismatch	Invalid hostname cert	Hostname mismatch scenario
15	Test connection with Skip TLS Verification OFF	Connection fails with hostname verification error	OFF + hostname mismatch	Hostname validation failure
16	Test hostname mismatch with toggle ON	Connection succeeds bypassing hostname verification	ON + hostname mismatch	Hostname verification bypass
17	Verify toggle state persistence	Toggle state saves with configuration and persists across sessions	Toggle state tracking	State persistence validation
18	Test production environment restrictions	Production environments may restrict toggle usage	Production restriction	Environment-based limitations
19	Validate audit trail for security toggle usage	All toggle state changes logged for security audit	Audit log entries	Security audit compliance
20	Verify toggle impact on different TLS settings	Toggle behavior consistent across STARTTLS, SSL/TLS options	Various TLS settings	TLS compatibility validation

Verification Points

• Primary_Verification: Skip TLS Verification toggle successfully bypasses certificate validation while maintaining security awareness
• Secondary_Verifications: Security warnings displayed, Audit trail complete, State persistence working, Environment restrictions enforced
• Negative_Verification: No security vulnerabilities introduced, No false security confidence, No unauthorized toggle usage

Test Results (Template)

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [Record toggle behavior and security validation]
• Execution_Date: [Test execution date]
• Executed_By: [Tester name]
• Execution_Time: [Actual time vs 20-minute expected]
• Defects_Found: [Bug IDs for toggle or security issues]
• Screenshots_Logs: [Toggle state and security warning evidence]

Execution Analytics

• Execution_Frequency: Per-Release
• Maintenance_Effort: Medium
• Automation_Candidate: Planned

Test Relationships

• Blocking_Tests: Basic SMTP configuration, TLS settings configuration
• Blocked_Tests: Production security validation
• Parallel_Tests: Can run with other security tests
• Sequential_Tests: Should run after basic security configuration tests

Additional Information

• Notes: Critical security feature requiring careful validation and user education
• Edge_Cases: Mixed certificate states, Network certificate caching, Certificate renewal scenarios
• Risk_Areas: Security awareness gaps, Inappropriate toggle usage, Production environment risks
• Security_Considerations: User education about security implications, Audit trail completeness, Production environment restrictions

Missing Scenarios Identified

• Scenario_1: Toggle interaction with different authentication protocols
• Type: Security Integration
• Rationale: Different auth methods may have different certificate validation requirements
• Priority: P2
• Scenario_2: Toggle behavior with certificate pinning and advanced security configurations
• Type: Advanced Security
• Rationale: Enterprise environments may have additional security layers requiring toggle compatibility
• Priority: P3

---

Test Case 11: Configuration Versioning and Rollback Functionality

User Story: CRM6.2P1US6.2
Created By: Hetal
Created Date: September 10, 2025
Version: 1.0

Test Case Metadata

• Test Case ID: CRM6.2P1US6.2_TC_011_MISSING
• Title: Validate SMTP configuration versioning, backup, and rollback capabilities
• Created By: Hetal
• Created Date: September 10, 2025
• Version: 1.0

Classification

• Module/Feature: SMTP Settings
• Test Type: Functional
• Test Level: System
• Priority: P2-High
• Execution Phase: Regression
• Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Configuration-Versioning, Backup-Restore, Version-Control, MOD-SMTP, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-Integration-Testing, Report-User-Acceptance, Customer-Enterprise, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Version-Control, Data-Management, Configuration-Management

Business Context

• Customer_Segment: Enterprise
• Revenue_Impact: Medium
• Business_Priority: Should-Have
• Customer_Journey: Support
• Compliance_Required: Yes
• SLA_Related: Yes

Role-Based Context

• User_Role: System Admin (IT Director)
• Permission_Level: Full access to configuration management and versioning
• Role_Restrictions: None
• Multi_Role_Scenario: No

Quality Metrics

• Risk_Level: Medium
• Complexity_Level: High
• Expected_Execution_Time: 30 minutes
• Reproducibility_Score: High
• Data_Sensitivity: High
• Failure_Impact: High

Coverage Tracking

• Feature_Coverage: 85%
• Integration_Points: Version Control System, Backup Service, Configuration Database, Audit System
• Code_Module_Mapped: CRM
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: Engineering
• Report_Categories: Quality-Dashboard, Module-Coverage, Integration-Testing, User-Acceptance, Engineering
• Trend_Tracking: Yes
• Executive_Visibility: No
• Customer_Impact_Level: Medium

Requirements Traceability

• Related_Requirements: Process Changes section - Configuration versioning, Backup and recovery capabilities, Change tracking
• Related_Bugs: N/A
• Related_Test_Cases: CRM6.2P1US6.2_TC_004_ENH, CRM6.2P1US6.2_TC_012_ENH

Test Environment

• Environment: Staging
• Browser/Version: Chrome 115+
• Device/OS: Windows 10/11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Version control system, Backup service, Configuration history database
• Performance_Baseline: Version creation < 200ms, Rollback operation < 1 second
• Data_Requirements: Multiple configuration versions for testing rollback scenarios

Prerequisites

• Setup_Requirements: SMART360 system access, Version control system enabled, Backup service configured
• User_Roles_Permissions: System Admin (IT Director) access level
• Test_Data:
• • Base configuration: UT023-CONFIG-V1
  • Modified configuration: UT024-CONFIG-V2
  • Advanced configuration: UT025-CONFIG-V3
• Prior_Test_Cases: Basic configuration creation and modification

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Create initial SMTP configuration	Configuration created and saved as Version 1.0	UT023-CONFIG-V1	Initial version creation
2	Verify version tracking initialization	System assigns version number and timestamp to configuration	Version 1.0 + timestamp	Version initialization
3	Modify configuration settings	Change host, port, and authentication settings	Modified settings	Configuration changes
4	Save modified configuration	System creates Version 2.0 with change tracking	Version 2.0	Version increment
5	Access configuration history	History panel shows all versions with timestamps and change summaries	Version history list	History accessibility
6	View version comparison	System displays differences between Version 1.0 and 2.0	Version diff view	Change visualization
7	Make additional complex changes	Add custom headers, change TLS settings, modify timeouts	Complex changes	Additional version testing
8	Save as Version 3.0	New version created with comprehensive change log	Version 3.0	Multiple version management
9	Initiate rollback to Version 1.0	Rollback interface allows selection of previous version	Rollback to V1.0	Rollback interface
10	Confirm rollback operation	Confirmation dialog explains rollback implications and data loss	Rollback confirmation	Rollback safety
11	Execute rollback	Configuration reverts to Version 1.0 state exactly	V1.0 restoration	Rollback execution
12	Verify rollback completeness	All settings match original Version 1.0 configuration	Original settings	Rollback accuracy
13	Test configuration functionality after rollback	Connection test works with rolled-back configuration	Working config	Post-rollback validation
14	Create new version after rollback	New changes create Version 4.0 (continuing sequence)	Version 4.0	Version continuation
15	Test backup export functionality	Export configuration versions to backup file	Backup file	Backup creation
16	Validate backup file format	Backup contains all version data in readable/importable format	Backup validation	Backup integrity
17	Test configuration import from backup	Import backup file restores all versions correctly	Import operation	Backup restoration
18	Verify version limit handling	System handles maximum version limit appropriately	Version limit test	Version management limits
19	Test version deletion	Old versions can be deleted to manage storage	Version cleanup	Version maintenance
20	Validate audit trail for versioning	All versioning operations logged with user and timestamp	Audit records	Versioning audit trail

Verification Points

• Primary_Verification: Configuration versioning tracks all changes accurately and rollback restores exact previous states
• Secondary_Verifications: Backup/restore functions correctly, Version history accessible, Change tracking comprehensive
• Negative_Verification: No data loss during rollback, No version corruption, No unauthorized version access

Test Results (Template)

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [Record versioning behavior and rollback accuracy]
• Execution_Date: [Test execution date]
• Executed_By: [Tester name]
• Execution_Time: [Actual time vs 30-minute expected]
• Defects_Found: [Bug IDs for versioning issues]
• Screenshots_Logs: [Version history and rollback evidence]

Execution Analytics

• Execution_Frequency: Weekly
• Maintenance_Effort: High
• Automation_Candidate: Yes

Test Relationships

• Blocking_Tests: Configuration creation and modification
• Blocked_Tests: Disaster recovery tests
• Parallel_Tests: Can run with other data management tests
• Sequential_Tests: Should run after configuration management tests

Additional Information

• Notes: Version control critical for configuration change management and disaster recovery
• Edge_Cases: Version limit reached, Storage constraints, Concurrent version modifications
• Risk_Areas: Data loss during rollback, Version corruption, Performance impact with many versions
• Security_Considerations: Version access control, Backup file security, Change audit completeness

Missing Scenarios Identified

• Scenario_1: Automated version creation triggers based on configuration criticality
• Type: Business Process Automation
• Rationale: High-risk configuration changes may require automatic versioning
• Priority: P3
• Scenario_2: Version comparison with visual diff highlighting for configuration changes
• Type: User Experience Enhancement
• Rationale: Visual comparison helps administrators understand changes between versions
• Priority: P3

---

Test Case 12: Email Delivery Confirmation and Monitoring

User Story: CRM6.2P1US6.2
Created By: Hetal
Created Date: September 10, 2025
Version: 1.0

Test Case Metadata

• Test Case ID: CRM6.2P1US6.2_TC_012_MISSING
• Title: Validate email delivery confirmation and monitoring capabilities after SMTP configuration activation
• Created By: Hetal
• Created Date: September 10, 2025
• Version: 1.0

Classification

• Module/Feature: SMTP Settings
• Test Type: Integration
• Test Level: System
• Priority: P1-Critical
• Execution Phase: Acceptance
• Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Email-Delivery, Monitoring-Dashboard, Delivery-Confirmation, MOD-SMTP, P1-Critical, Phase-Acceptance, Type-Integration, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Performance-Metrics, Report-Integration-Testing, Report-Customer-Segment-Analysis, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Email-Delivery, Monitoring-Testing, Delivery-Validation

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 Admin (IT Director)
• Permission_Level: Full access to delivery monitoring and confirmation features
• Role_Restrictions: None
• Multi_Role_Scenario: No

Quality Metrics

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

Coverage Tracking

• Feature_Coverage: 90%
• Integration_Points: Email Delivery System, Monitoring Dashboard, SMTP Providers, Notification System
• Code_Module_Mapped: CRM
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: Engineering
• Report_Categories: Quality-Dashboard, Performance-Metrics, Integration-Testing, Customer-Segment-Analysis, Engineering
• Trend_Tracking: Yes
• Executive_Visibility: Yes
• Customer_Impact_Level: High

Requirements Traceability

• Related_Requirements: Step 10 - System sends test email to admin, Monitoring and Analytics section, Solution capability 7
• Related_Bugs: N/A
• Related_Test_Cases: CRM6.2P1US6.2_TC_001_ENH, CRM6.2P1US6.2_TC_003_ENH

Test Environment

• Environment: Staging
• Browser/Version: Chrome 115+
• Device/OS: Windows 10/11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Email delivery system, Monitoring dashboard, SMTP provider services, Test email accounts
• Performance_Baseline: Email delivery < 30 seconds, Monitoring update < 5 seconds
• Data_Requirements: Valid test email accounts for delivery confirmation

Prerequisites

• Setup_Requirements: SMART360 system access, Active SMTP configuration, Test email accounts accessible
• User_Roles_Permissions: System Admin (IT Director) access level
• Test_Data:
• • Admin email: admin@utilitycompany.com
  • Test recipients: test1@utilitycompany.com, test2@utilitycompany.com
  • Monitoring dashboard access
• Prior_Test_Cases: Successful SMTP configuration creation and activation

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Activate SMTP configuration successfully	Configuration activated with success confirmation message	Active SMTP config	Baseline activation
2	Verify automatic test email trigger	System automatically sends test email to admin account	admin@utilitycompany.com	Step 10 verification from user story
3	Check admin inbox for test email delivery	Test email received within 30 seconds with proper headers and content	Test email received	Delivery confirmation
4	Verify test email content and formatting	Email contains configuration details and delivery confirmation	Email content validation	Content verification
5	Access monitoring dashboard for email delivery	Dashboard displays recent email delivery statistics	Monitoring dashboard	Dashboard accessibility
6	Verify delivery status tracking	Dashboard shows successful delivery of test email	Delivery status: Success	Status tracking
7	Check delivery performance metrics	Response time, delivery time, and success rate displayed	Performance metrics	Performance monitoring
8	Send additional test emails manually	Manual test email functionality works through SMTP settings	Manual test emails	Manual testing capability
9	Monitor multiple email delivery attempts	Dashboard tracks multiple emails with individual status	Multiple email tracking	Bulk monitoring
10	Test delivery failure scenario	Configure invalid recipient and monitor failure handling	invalid@nonexistent.domain	Failure monitoring
11	Verify failure notification and alerting	System alerts admin of delivery failures through dashboard/notification	Failure alerts	Alert system validation
12	Check delivery logs and audit trail	All email delivery attempts logged with detailed information	Delivery logs	Audit trail verification
13	Test email delivery under load	Send multiple emails simultaneously and monitor performance	Load testing	Performance under load
14	Verify delivery queue management	Email queue handles multiple emails efficiently	Queue management	Queue functionality
15	Test delivery retry mechanism	Failed emails retry according to configuration settings	Retry behavior	Retry mechanism validation
16	Monitor delivery performance over time	Dashboard shows historical delivery performance trends	Historical data	Trend monitoring
17	Test delivery notification preferences	Configure and verify delivery success/failure notifications	Notification settings	Notification customization
18	Verify integration with business processes	Email delivery integrates with other system notifications	Business integration	Process integration
19	Test delivery with different email types	System notifications, alerts, and business emails delivered correctly	Various email types	Email type handling
20	Validate delivery compliance and reporting	Delivery reports meet compliance requirements for audit	Compliance reports	Regulatory compliance

Verification Points

• Primary_Verification: Email delivery works correctly after SMTP configuration with proper monitoring and confirmation
• Secondary_Verifications: Monitoring dashboard accurate, Delivery performance tracked, Failure handling functional
• Negative_Verification: No lost emails, No delivery failures without notification, No monitoring gaps

Test Results (Template)

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [Record delivery performance and monitoring accuracy]
• Execution_Date: [Test execution date]
• Executed_By: [Tester name]
• Execution_Time: [Actual time vs 35-minute expected]
• Defects_Found: [Bug IDs for delivery or monitoring issues]
• Screenshots_Logs: [Email delivery evidence and monitoring screenshots]

Execution Analytics

• Execution_Frequency: Per-Release
• Maintenance_Effort: Medium
• Automation_Candidate: Planned

Test Relationships

• Blocking_Tests: SMTP configuration activation, Email provider connectivity
• Blocked_Tests: Production email delivery validation
• Parallel_Tests: Can run with other integration tests
• Sequential_Tests: Must run after SMTP configuration tests

Additional Information

• Notes: Email delivery confirmation critical for validating SMTP configuration effectiveness
• Edge_Cases: Email provider service disruptions, Network latency issues, Spam filtering impacts
• Risk_Areas: Delivery failure detection, Monitoring system accuracy, Performance degradation
• Security_Considerations: Email content security, Delivery log protection, Monitoring access control

Missing Scenarios Identified

• Scenario_1: Email delivery impact on system performance during high-volume operations
  
• Type: Performance Integration
  
• Rationale: High-volume email delivery may impact system performance
  
• Priority: P2
  
• Scenario_2: Email delivery analytics and reporting for business intelligence
  
• Type: Business Intelligence
  
• Rationale: Delivery metrics may be valuable for business process optimization
  
• Priority: P3
  

---

Test Case 13: Services-CX and CRM Deep Integration Testing

User Story: CRM6.2P1US6.2
Created By: Hetal
Created Date: September 10, 2025
Version: 1.0

Test Case Metadata

• Test Case ID: CRM6.2P1US6.2_TC_013_MISSING
• Title: Validate deep integration between SMTP Settings, Services-CX module, and CRM system
• Created By: Hetal
• Created Date: September 10, 2025
• Version: 1.0

Classification

• Module/Feature: SMTP Settings
• Test Type: Integration
• Test Level: System
• Priority: P2-High
• Execution Phase: Integration
• Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Deep-Integration, Services-CX, CRM-Integration, MOD-SMTP, P2-High, Phase-Integration, Type-Integration, Platform-Web, Report-Integration-Testing, Report-Engineering, Report-Customer-Segment-Analysis, Report-Quality-Dashboard, Report-Module-Coverage, Customer-All, Risk-Medium, Business-High, Revenue-Impact-High, Integration-Services-CX, Integration-CRM, System-Integration

Business Context

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

Role-Based Context

• User_Role: System Admin (IT Director)
• Permission_Level: Full access to all integrated systems
• Role_Restrictions: None
• Multi_Role_Scenario: Yes

Quality Metrics

• Risk_Level: Medium
• Complexity_Level: High
• Expected_Execution_Time: 40 minutes
• Reproducibility_Score: Medium
• Data_Sensitivity: Medium
• Failure_Impact: High

Coverage Tracking

• Feature_Coverage: 85%
• Integration_Points: Services-CX, CRM System, User Management, Configuration Sync, Data Flow
• Code_Module_Mapped: CRM
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: Engineering
• Report_Categories: Integration-Testing, Customer-Segment-Analysis, Quality-Dashboard, Module-Coverage, Engineering
• Trend_Tracking: Yes
• Executive_Visibility: No
• Customer_Impact_Level: High

Requirements Traceability

• Related_Requirements: Coverage Tracking Integration Points, Services-CX integration mentioned in tags
• Related_Bugs: N/A
• Related_Test_Cases: All enhanced test cases reference Services-CX integration

Test Environment

• Environment: Staging
• Browser/Version: Chrome 115+
• Device/OS: Windows 10/11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Services-CX module, CRM system, Integration middleware, Data synchronization services
• Performance_Baseline: Data sync < 2 seconds, Integration calls < 500ms
• Data_Requirements: Test data across SMTP, Services-CX, and CRM systems

Prerequisites

• Setup_Requirements: All integrated systems operational, Integration services configured
• User_Roles_Permissions: System Admin access to all integrated systems
• Test_Data:
• • SMTP config: UT026-INTEGRATION-SMTP
  • CRM customer data: CUST001-INTEGRATION
  • Services-CX tickets: TICKET001-SMTP-RELATED
• Prior_Test_Cases: Basic SMTP configuration, Services-CX access, CRM functionality

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Create SMTP configuration in SMTP Settings	Configuration created and available for integration	UT026-INTEGRATION-SMTP	SMTP baseline creation
2	Verify SMTP config appears in Services-CX module	Services-CX can access and reference SMTP configuration	Integration visibility	Cross-module visibility
3	Create customer service ticket in Services-CX	Ticket created referencing email delivery requirements	TICKET001-SMTP-RELATED	Services-CX integration
4	Link SMTP configuration to Services-CX workflow	SMTP settings influence Services-CX email notifications	Configuration linking	Workflow integration
5	Trigger email notification from Services-CX	Email sent using SMTP configuration with proper delivery	Email delivery test	Services-CX email integration
6	Verify CRM customer record integration	SMTP configuration changes reflect in CRM customer communications	CUST001-INTEGRATION	CRM integration validation
7	Test user role synchronization	User roles from CRM properly reflect in SMTP Settings access	Role synchronization	User management integration
8	Modify SMTP configuration and check propagation	Changes propagate to Services-CX and CRM systems	Configuration changes	Change propagation
9	Test data consistency across systems	SMTP configuration data consistent across all integrated systems	Data consistency check	Data integrity validation
10	Verify audit trail synchronization	Configuration changes logged across all integrated systems	Audit sync verification	Cross-system audit trail
11	Test Services-CX email template integration	Email templates use SMTP configuration settings correctly	Template integration	Template system integration
12	Create CRM-triggered email using SMTP config	CRM system sends emails through configured SMTP settings	CRM email trigger	CRM email integration
13	Test integration failure handling	System handles Services-CX or CRM unavailability gracefully	Integration failure	Failure resilience testing
14	Verify integration performance under load	Integration maintains performance with multiple system interactions	Load testing	Integration performance
15	Test configuration backup across integrated systems	SMTP configuration backup includes integration metadata	Backup integration	Cross-system backup
16	Validate integration security	Access control maintained across all integrated systems	Security validation	Integration security
17	Test real-time data synchronization	Changes in one system immediately reflect in others	Real-time sync	Synchronization speed
18	Verify integration error reporting	Integration errors properly reported and tracked	Error reporting	Integration monitoring
19	Test integration with business process workflows	SMTP configuration integrates with automated business processes	Workflow integration	Process automation
20	Validate end-to-end integration scenario	Complete business scenario works across all integrated systems	End-to-end test	Full integration validation

Verification Points

• Primary_Verification: SMTP Settings integrates seamlessly with Services-CX and CRM with proper data flow and functionality
• Secondary_Verifications: Performance maintained, Security preserved, Data consistency ensured, Error handling functional
• Negative_Verification: No data corruption, No integration bottlenecks, No security vulnerabilities

Test Results (Template)

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [Record integration behavior and data flow accuracy]
• Execution_Date: [Test execution date]
• Executed_By: [Tester name]
• Execution_Time: [Actual time vs 40-minute expected]
• Defects_Found: [Bug IDs for integration issues]
• Screenshots_Logs: [Integration evidence and data flow logs]

Execution Analytics

• Execution_Frequency: Per-Release
• Maintenance_Effort: High
• Automation_Candidate: Yes

Test Relationships

• Blocking_Tests: SMTP configuration functional, Services-CX operational, CRM system accessible
• Blocked_Tests: Production integration validation
• Parallel_Tests: Can run with other integration tests
• Sequential_Tests: Should run after individual system tests

Additional Information

• Notes: Deep integration testing critical for ensuring seamless system interoperability
• Edge_Cases: System unavailability cascades, Data sync conflicts, Version mismatches between systems
• Risk_Areas: Integration bottlenecks, Data inconsistency, Cross-system security vulnerabilities
• Security_Considerations: Cross-system authentication, Data security in transit, Integration access control

Missing Scenarios Identified

• Scenario_1: Integration performance optimization for high-volume data synchronization
  
• Type: Performance Integration
  
• Rationale: Large-scale operations require optimized integration performance
  
• Priority: P3
  
• Scenario_2: Integration failover and disaster recovery scenarios
  
• Type: Business Continuity
  
• Rationale: System integrations need resilience planning for service disruptions
  
• Priority: P2
  

---

Test Case 14: Comprehensive Audit Trail and Security Compliance

User Story: CRM6.2P1US6.2
Created By: Hetal
Created Date: September 10, 2025
Version: 1.0

Test Case Metadata

• Test Case ID: CRM6.2P1US6.2_TC_014_MISSING
• Title: Validate comprehensive audit trail logging and security compliance for all SMTP operations
• Created By: Hetal
• Created Date: September 10, 2025
• Version: 1.0

Classification

• Module/Feature: SMTP Settings
• Test Type: Security
• Test Level: System
• Priority: P1-Critical
• Execution Phase: Acceptance
• Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Audit-Trail, Security-Compliance, Logging-Validation, MOD-SMTP, P1-Critical, Phase-Acceptance, Type-Security, Platform-Web, Report-Security-Validation, Report-Quality-Dashboard, Report-User-Acceptance, Report-Customer-Segment-Analysis, Report-Regression-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Integration-Audit-System, Compliance-Testing, Security-Logging

Business Context

• Customer_Segment: All
• Revenue_Impact: Medium
• Business_Priority: Must-Have
• Customer_Journey: Support
• Compliance_Required: Yes
• SLA_Related: Yes

Role-Based Context

• User_Role: System Admin (IT Director)
• Permission_Level: Full access to audit trails and security logs
• Role_Restrictions: None
• Multi_Role_Scenario: Yes

Quality Metrics

• Risk_Level: High
• Complexity_Level: High
• Expected_Execution_Time: 30 minutes
• Reproducibility_Score: High
• Data_Sensitivity: High
• Failure_Impact: Critical

Coverage Tracking

• Feature_Coverage: 95%
• Integration_Points: Audit System, Security Logger, Compliance Engine, Database Logging
• Code_Module_Mapped: CRM
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

• Related_Requirements: Process Changes audit trail, AC-20 change logging, Security compliance requirements
• Related_Bugs: N/A
• Related_Test_Cases: All enhanced test cases mention audit trail requirements

Test Environment

• Environment: Staging
• Browser/Version: Chrome 115+
• Device/OS: Windows 10/11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Audit logging system, Security compliance engine, Database logging, Log analysis tools
• Performance_Baseline: Log entry creation < 50ms, Log retrieval < 1 second
• Data_Requirements: Multiple user roles and configuration operations for comprehensive audit testing

Prerequisites

• Setup_Requirements: SMART360 system access, Audit logging enabled, Security compliance monitoring active
• User_Roles_Permissions: System Admin and Utility Administrator accounts for role-based audit testing
• Test_Data:
• • Multiple user accounts: AUDIT-SYSADMIN, AUDIT-UTILADMIN
  • Configuration operations: CREATE, MODIFY, DELETE, ACTIVATE, DEACTIVATE
  • Security events: LOGIN, LOGOUT, ACCESS_DENIED
• Prior_Test_Cases: User authentication, SMTP configuration operations

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Login as System Admin and access SMTP Settings	Login event logged with user ID, timestamp, IP address, and access level	AUDIT-SYSADMIN	Login audit verification
2	Create new SMTP configuration	Configuration creation logged with all field values (except password), user ID, timestamp	New config creation	Creation audit logging
3	Modify existing SMTP configuration	Modification logged with before/after values, changed fields, user ID, timestamp	Config modification	Modification audit logging
4	Test SMTP connection	Connection test logged with result (success/failure), target server, user ID, timestamp	Connection test audit	Connection audit logging
5	Activate SMTP configuration	Activation logged with configuration ID, previous active config, user ID, timestamp	Activation audit	Activation audit logging
6	Deactivate SMTP configuration	Deactivation logged with configuration ID, reason, user ID, timestamp	Deactivation audit	Deactivation audit logging
7	Delete SMTP configuration	Deletion logged with full configuration details, user ID, timestamp, confirmation	Deletion audit	Deletion audit logging
8	Attempt unauthorized access	Access denial logged with user ID, attempted resource, timestamp, security level	Unauthorized attempt	Security event logging
9	Switch to Utility Administrator role	Role switch logged with previous role, new role, user ID, timestamp	Role change audit	Role change logging
10	Perform Utility Admin operations	All operations logged with role context and permission level	Utility admin actions	Role-based audit logging
11	Access audit trail interface	Audit logs accessible through secure interface with proper filtering	Audit interface	Audit accessibility
12	Filter audit logs by user	Logs filtered correctly showing only specific user actions	User filtering	Log filtering validation
13	Filter audit logs by action type	Logs filtered by operation type (CREATE, MODIFY, DELETE, etc.)	Action filtering	Action-based filtering
14	Filter audit logs by date range	Logs filtered by specified time periods accurately	Date range filtering	Time-based filtering
15	Export audit logs for compliance	Audit logs exported in compliance-ready format (JSON, CSV, XML)	Export functionality	Compliance export
16	Verify log integrity and tamper protection	Audit logs cannot be modified or deleted by users	Log integrity	Tamper protection
17	Test log retention policy	Old logs retained according to compliance requirements	Log retention	Retention policy validation
18	Validate sensitive data protection in logs	Passwords and sensitive data not stored in plain text in logs	Sensitive data protection	Data protection validation
19	Test security event escalation	Critical security events trigger appropriate alerts and notifications	Security escalation	Security alerting
20	Verify compliance reporting	Audit trail meets regulatory requirements for utility industry compliance	Compliance validation	Regulatory compliance

Verification Points

• Primary_Verification: Complete audit trail captures all SMTP operations with proper security compliance
• Secondary_Verifications: Log integrity maintained, Sensitive data protected, Compliance requirements met, Performance acceptable
• Negative_Verification: No log tampering possible, No sensitive data exposure, No audit gaps

Test Results (Template)

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [Record audit trail completeness and compliance validation]
• Execution_Date: [Test execution date]
• Executed_By: [Tester name]
• Execution_Time: [Actual time vs 30-minute expected]
• Defects_Found: [Bug IDs for audit or compliance issues]
• Screenshots_Logs: [Audit trail evidence and compliance documentation]

Execution Analytics

• Execution_Frequency: Per-Release
• Maintenance_Effort: Medium
• Automation_Candidate: Planned

Test Relationships

• Blocking_Tests: User authentication, Audit system operational
• Blocked_Tests: Production compliance validation
• Parallel_Tests: Can run with other security tests
• Sequential_Tests: Should run after all functional tests

Additional Information

• Notes: Audit trail compliance critical for regulatory requirements and security monitoring
• Edge_Cases: High-volume logging performance, Log storage limitations, Cross-system audit correlation
• Risk_Areas: Audit system failures, Log tampering attempts, Compliance gaps
• Security_Considerations: Log access control, Audit data encryption, Compliance data retention

Missing Scenarios Identified

• Scenario_1: Automated compliance reporting and alerting for audit anomalies
  
• Type: Security Automation
  
• Rationale: Proactive compliance monitoring may be required for regulatory adherence
  
• Priority: P2
  
• Scenario_2: Cross-system audit trail correlation for integrated operations
  
• Type: Integration Security
  
• Rationale: SMTP operations involving Services-CX and CRM need correlated audit trails
  
• Priority: P2
  

---

Test Case 15: Cross-Browser and Cross-Platform Compatibility

User Story: CRM6.2P1US6.2
Created By: Hetal
Created Date: September 10, 2025
Version: 1.0

Test Case Metadata

• Test Case ID: CRM6.2P1US6.2_TC_015_MISSING
• Title: Validate SMTP Settings functionality across multiple browsers and platforms beyond Chrome 115+
• Created By: Hetal
• Created Date: September 10, 2025
• Version: 1.0

Classification

• Module/Feature: SMTP Settings
• Test Type: Compatibility
• Test Level: System
• Priority: P3-Medium
• Execution Phase: Regression
• Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Cross-Browser, Platform-Compatibility, Browser-Testing, MOD-SMTP, P3-Medium, Phase-Regression, Type-Compatibility, Platform-Both, Report-Cross-Browser-Results, Report-Quality-Dashboard, Report-Module-Coverage, Report-Customer-Segment-Analysis, Report-User-Acceptance, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-Browser-Support, Compatibility-Testing, Multi-Platform

Business Context

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

Role-Based Context

• User_Role: System Admin (IT Director)
• Permission_Level: Full access across all browsers and platforms
• Role_Restrictions: None
• Multi_Role_Scenario: No

Quality Metrics

• Risk_Level: Low
• Complexity_Level: Medium
• Expected_Execution_Time: 60 minutes
• Reproducibility_Score: High
• Data_Sensitivity: Low
• Failure_Impact: Medium

Coverage Tracking

• Feature_Coverage: 75%
• Integration_Points: Browser APIs, Platform-specific features, Responsive design, Cross-platform validation
• Code_Module_Mapped: CRM
• Requirement_Coverage: Complete
• Cross_Platform_Support: Both

Stakeholder Reporting

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

Requirements Traceability

• Related_Requirements: User story mentions cross-browser compatibility, Desktop browsers mentioned in generation framework
• Related_Bugs: N/A
• Related_Test_Cases: CRM6.2P1US6.2_TC_007_ENH (cross-browser component)

Test Environment

• Environment: Staging
• Browser/Version: Firefox 110+, Safari 16+, Edge Latest (in addition to Chrome 115+)
• Device/OS: Windows 10/11, macOS 12+, iOS 16+, Android 13+
• Screen_Resolution: Desktop-1920x1080, Tablet-1024x768, Mobile-375x667
• Dependencies: Multiple browser installations, Cross-platform test environment
• Performance_Baseline: Consistent performance across all browsers within 10% variance
• Data_Requirements: Standard SMTP configuration data for consistency testing

Prerequisites

• Setup_Requirements: Multiple browser environments, Cross-platform access, Test configurations
• User_Roles_Permissions: System Admin (IT Director) access level across all platforms
• Test_Data:
• • Standard config: UT027-CROSS-BROWSER-TEST
  • Performance baseline: Chrome 115+ metrics
• Prior_Test_Cases: Basic functionality validation in Chrome

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Test SMTP Settings page load in Firefox 110+	Page loads correctly with all elements visible and functional	Standard config	Firefox compatibility
2	Test form field interactions in Firefox	All input fields, dropdowns, and controls work properly	Field interactions	Firefox field compatibility
3	Test SMTP configuration save in Firefox	Configuration saves successfully with same performance as Chrome	Save operation	Firefox save functionality
4	Test SMTP Settings page load in Safari 16+	Page loads correctly with all elements properly styled	Standard config	Safari compatibility
5	Test form validation in Safari	All validation rules work consistently with Chrome	Validation testing	Safari validation compatibility
6	Test connection testing in Safari	Connection test functionality works with same accuracy	Connection test	Safari connection testing
7	Test SMTP Settings page load in Edge Latest	Page loads with full functionality and proper rendering	Standard config	Edge compatibility
8	Test responsive design on tablet (1024x768)	Interface adapts properly to tablet screen size	Tablet resolution	Tablet compatibility
9	Test mobile compatibility (375x667)	SMTP Settings accessible and usable on mobile devices	Mobile resolution	Mobile compatibility
10	Compare performance across browsers	Page load and operation performance within acceptable variance	Performance metrics	Cross-browser performance
11	Test JavaScript functionality across browsers	All interactive elements work consistently	JS interactions	JavaScript compatibility
12	Test CSS rendering consistency	Visual appearance consistent across all browsers	Visual validation	CSS compatibility
13	Test browser-specific features	Browser-specific APIs work or degrade gracefully	Browser features	Feature compatibility
14	Test data persistence across browsers	Configuration data accessible from any browser	Data persistence	Cross-browser data
15	Test security features across platforms	Security measures work consistently across all platforms	Security validation	Cross-platform security
16	Validate accessibility features	Accessibility works across all browsers and platforms	Accessibility testing	Cross-platform accessibility
17	Test error handling consistency	Error messages and handling consistent across browsers	Error scenarios	Cross-browser error handling
18	Test printing functionality	SMTP Settings page prints correctly in all browsers	Print testing	Cross-browser printing
19	Test browser back/forward navigation	Navigation works properly across all browsers	Navigation testing	Browser navigation compatibility
20	Document browser-specific limitations	Any browser-specific limitations properly documented	Limitation documentation	Compatibility documentation

Verification Points

• Primary_Verification: SMTP Settings functions consistently across all major browsers and platforms
• Secondary_Verifications: Performance variance within acceptable limits, Visual consistency maintained, No functionality gaps
• Negative_Verification: No browser-specific failures, No data corruption, No security vulnerabilities

Test Results (Template)

• Status: [Pass/Fail/Blocked/Not-Tested]
• Actual_Results: [Record cross-browser behavior and compatibility matrix]
• Execution_Date: [Test execution date]
• Executed_By: [Tester name]
• Execution_Time: [Actual time vs 60-minute expected]
• Defects_Found: [Bug IDs for compatibility issues]
• Screenshots_Logs: [Cross-browser evidence and compatibility matrix]

Execution Analytics

• Execution_Frequency: Weekly
• Maintenance_Effort: High
• Automation_Candidate: Yes

Test Relationships

• Blocking_Tests: Chrome functionality validation
• Blocked_Tests: Production cross-browser deployment
• Parallel_Tests: Can run parallel across different browsers
• Sequential_Tests: Should run after core functionality tests

Additional Information

• Notes: Cross-browser compatibility ensures broad user accessibility
• Edge_Cases: Browser version differences, Platform-specific limitations, Mobile browser variations
• Risk_Areas: Browser-specific bugs, Performance variations, Feature availability differences
• Security_Considerations: Browser security model differences, Cross-platform security consistency

Missing Scenarios Identified

• Scenario_1: Progressive web app functionality for mobile browser environments
  
• Type: Platform Enhancement
  
• Rationale: Mobile users may benefit from PWA capabilities for SMTP management
  
• Priority: P4
  
• Scenario_2: Browser extension compatibility for password managers and security tools
  
• Type: Browser Integration
  
• Rationale: Users rely on browser extensions for security and productivity
  
• Priority: P3