ABC DPT Module — E2E Test Scripts

E2E-1: Navigation & Permissions

Verify access controls and navigation structure for the DPT module. Test user permission levels and section loading behavior.

scope: ui feature: navigation area: permissions

TC-1.1

Verify DPT Access for Level 3 Users

Hybrid

Medium Difficulty 5 min

Preconditions

User account with Level 3 permission role
Logged into CHAD2 application
Navigation to Contacts module accessible

Navigate to Contacts module in main menu

Contacts menu expands showing available sub-modules

Locate and click on DPT option under Contacts

DPT module loads without permission errors

Verify page title displays Directories, Proofs & Trades

Title is present and correct, breadcrumb shows Contacts > DPT

Bug Risks

Menu may not render DPT option if permissions not cached
Page load may timeout if database query is inefficient
Permission check may deny access incorrectly for Level 3

Notes

First test in navigation flow; ensures basic entry point works

ABC-3129

TC-1.2

Verify Permission Denial for Level 1/2 Users

Hybrid

Medium Difficulty 7 min

Preconditions

Test user accounts with Level 1 and Level 2 roles
Both users logged into separate CHAD2 sessions
Navigation to Contacts module attempted

Log in as Level 1 user account

User successfully authenticates and dashboard loads

Navigate to Contacts and verify DPT option is absent or grayed out

DPT menu item does not appear or is disabled for Level 1 user

If URL is accessed directly, verify permission denied message displays

User is redirected with clear error: "You do not have permission to access DPT"

Repeat steps 1-3 with Level 2 user account

Same permission denial behavior for Level 2 user

Bug Risks

Permission logic may not properly restrict Level 1/2 access
URL direct access may bypass permission checks
Error message may not be user-friendly or clear
Menu item might show then disappear (race condition)

Notes

Critical security test; must verify access controls work correctly

ABC-3129

TC-1.3

Verify Section Loading and Expansion

Hybrid

Medium Difficulty 8 min

Preconditions

Level 3 user logged in with DPT access
DPT module page loaded and rendered
Page is in default state with no sections manually toggled

Verify 6 collapsible sections are visible on page: Manage Settings, Filter & View Companies, Fields to Include - Trade Codes, Fields to Include - Demographics, Report Generation, Email Generation

All 6 sections appear in order with collapse/expand toggles

Verify Manage Settings section is expanded by default

Manage Settings displays content without clicking toggle; other sections are collapsed

Click toggle on Filter & View Companies section to expand it

Section expands smoothly, Manage Settings collapses, only one section expanded at a time

Toggle through remaining sections (Trade Codes, Demographics, Reports, Email) to verify they load

All sections load content without errors; no missing fields or broken layouts

Bug Risks

Sections may not collapse when new section is expanded
Content may load asynchronously and appear after toggle completes
Form inputs in sections may not persist when section is collapsed/expanded

Notes

Tests basic UI structure and section management behavior

ABC-3129

E2E-2: Manage Settings — Date Range & Statistics

Validate date range selection, verification status indicators, company statistics calculation, and recent verification date display.

scope: functionality feature: manage-settings area: date-range

TC-2.1

Set Verification Date Range with Status Colors

Hybrid

Low Difficulty 6 min

Preconditions

Level 3 user logged in with DPT access
DPT module loaded; Manage Settings section expanded
Date range fields visible and empty

Click on "From" date field and enter 01/01/2024

Date picker opens or accepts typed date; field displays 01/01/2024

Click on "To" date field and enter 12/31/2024

To date field displays 12/31/2024; date range is now defined

Verify status indicators display: closed companies in red, open/verified companies in green

Color coding is consistent and helps quickly identify verification status

Bug Risks

Date format may not validate properly if locale differs
Status color coding may not update after date range change
Date picker may not function on mobile or older browsers

Notes

Tests core date range selection and basic status display

ABC-3130

TC-2.2

Past Date Range Warning

Hybrid

Low Difficulty 5 min

Preconditions

DPT module with Manage Settings section open
Date range fields accessible
Current date is 2026-04-07 or later

Set date range to past dates: 01/01/2020 to 12/31/2020

Dates are accepted and set in fields

Verify warning message displays: "Date range is in the past. This will only show archived verification data."

Warning appears clearly with yellow/amber background; user can dismiss or proceed

Click checkbox to acknowledge warning and proceed

Warning can be dismissed; date range remains and reports use past data

Bug Risks

Warning may not display for past dates
System may reject past dates instead of allowing with warning
Dismissing warning may clear date range unexpectedly

Notes

Tests validation and user feedback for unusual input

ABC-3130

TC-2.3

Verify Company Count and Percentage Statistics

Hybrid

Medium Difficulty 7 min

Preconditions

DPT module loaded with valid date range set
Company database populated with test data
Some companies marked as active members, some as inactive

Verify statistics panel displays total verified company count for active members only

Count excludes inactive/dissolved companies; number matches manual filter validation

Verify percentage calculated correctly: (verified count / total active count) × 100

Percentage is displayed with 1 decimal place; math is accurate

Hover over percentage to view tooltip with breakdown

Tooltip shows: "123 of 156 active members verified (78.8%)"

Bug Risks

Statistics may include inactive/dissolved companies incorrectly
Percentage calculation may have rounding errors
Tooltip may not display on mobile or touch devices

Notes

Tests data accuracy and calculation logic; active member filtering is critical

ABC-3132

TC-2.4

Most Recent Verification Date Display

Hybrid

Low Difficulty 4 min

Preconditions

DPT module loaded with Manage Settings expanded
At least one verification record exists in database
Verification timestamps are valid and in the past

Locate most recent verification date field in Manage Settings

Field displays a date in format MM/DD/YYYY HH:MM format

Verify date matches the latest verification action timestamp in audit log

Date is accurate and reflects most recent change across all companies

If no verifications exist, verify field displays "-" or "No data"

Placeholder text is shown instead of an invalid date

Bug Risks

Date may show incorrect timezone conversion
Field may show oldest instead of most recent date
Timestamp may not update when new verification is recorded

Notes

Audit trail verification; ensures system tracks changes correctly

ABC-3130

E2E-3: Manage Settings — Flag Reset & Memos

Test verification flag reset functionality, historical data cleanup, and DPT memo management (portal instructions, email proof, printed proof).

scope: functionality feature: manage-settings area: reset-memos

TC-3.1

Reset All Verification Flags

Hybrid

Medium Difficulty 8 min

Preconditions

Level 3 user logged in with DPT access
Multiple companies with verification flags already set
Manage Settings section expanded
Reset button is visible and clickable

Locate Reset All Verification Flags button in Manage Settings

Button is visible with warning color (yellow/orange); clearly labeled

Click the reset button

Confirmation modal appears with message: "This will clear all verification flags. This action cannot be undone. Continue?"

Click Confirm button in the modal

All verification flags are cleared; success message displays with date/time and username

Verify audit log entry records reset action: timestamp, user, action type

Audit entry shows: "[User] reset all verification flags on [date/time]"

Bug Risks

Confirmation may not appear, allowing accidental reset
Reset may only clear flags for visible page, not all records
Audit log may not record reset action correctly
System may not roll back if reset fails mid-operation

Notes

Destructive operation; confirmation and audit trail are critical

ABC-3131

TC-3.2

Verify No Historical Data After Reset

Hybrid

Medium Difficulty 6 min

Preconditions

Previous test (TC-3.1) completed; flags have been reset
DPT module still open
Company filter available to view verification status

Navigate to Filter & View Companies section

Section expands and shows company list with filter options

Verify all company verification flags are cleared (no check marks)

All companies show as unverified; verified count is 0

Check Verification History or audit trail for deleted records

No previous verification records appear; only reset action is logged

Bug Risks

Flags may be hidden but not actually cleared from database
History may still show old verification entries
Cache may not be cleared, showing stale data

Notes

Tests data integrity after destructive operation

ABC-3131

TC-3.3

Create, Edit, Delete DPT Memos

Hybrid

Medium Difficulty 10 min

Preconditions

DPT module loaded with Manage Settings open
Memo management interface visible
No existing memos (or ready to add new ones)

Click "Add Memo" button to create new memo

Modal/form opens with fields: Memo Type, Name, Content

Select Memo Type: Portal Instructions and enter name "2024 Verification Guidelines"

Type dropdown works; name field accepts text

Enter memo content: "Please verify all company information including phone, address, and trade codes."

Content field accepts text; rich text editor (if present) functions

Click Save button

Memo is created and appears in memo list; success message displays

Click Edit on the memo, change content to "Updated: verify physical address and business license."

Memo updates successfully; timestamp reflects change

Click Delete on the memo; confirm deletion in modal

Memo is removed from list; no error messages

Bug Risks

Memo types may not load in dropdown
Save may fail silently without error notification
Edit may not persist changes to database
Delete without confirmation could cause accidental loss

Notes

Tests all CRUD operations on memos; three types are critical: Portal Instructions, Email Proof, Printed Proof

ABC-3133

TC-3.4

Verify Memo List Display

Hybrid

Low Difficulty 5 min

Preconditions

At least 3 memos created (one of each type: Portal Instructions, Email Proof, Printed Proof)
Memo list visible in Manage Settings
Memos persisted in database

Verify memo list displays all created memos with columns: Type, Name, Actions (Edit/Delete)

Table shows all memos in correct order; no duplicates

Verify each memo row shows correct type label (Portal Instructions, Email Proof, Printed Proof)

Type labels are accurate and match the selected memo type

Verify memo names are clickable and display full content in preview or modal

Clicking name shows memo content for review without opening edit modal

Bug Risks

Memo list may not refresh after create/edit/delete
Type labels may show IDs instead of readable names
Long memo names may overflow table cell

Notes

Tests memo list UI and data display accuracy

ABC-3133

E2E-4: Filter & View Companies

Test company filtering by member type and region, view results, exclude non-printing companies, and bulk verification marking.

scope: functionality feature: filtering area: company-list

TC-4.1

Filter by Member Type with Defaults

Hybrid

Low Difficulty 6 min

Preconditions

DPT module with Filter & View Companies section open
Member type checkboxes visible (All, GC, Specialty, Suppliers, Associates)
Default selection state not yet modified

Verify default member type selection is "All"

All checkbox is pre-selected by default; other types unchecked

Uncheck "All" and individually select GC and Specialty

Checkboxes update correctly; All becomes unchecked; GC and Specialty are checked

Verify mutual exclusivity: checking "All" unchecks individual types

When All is selected, individual type checkboxes disable or uncheck automatically

Bug Risks

Default may not be "All" on initial page load
Checkboxes may not respect mutual exclusivity
UI state may not persist when switching sections

Notes

Tests default behavior and checkbox state management

ABC-3134

TC-4.2

Apply Multiple Filters and View Results

Hybrid

Medium Difficulty 8 min

Preconditions

Filter & View Companies section open
Filter controls visible (member type, region, paid dues year)
Test data populated with various company types and regions

Select member type Suppliers, region Northwest, paid dues 2024

All three filters are applied successfully

Click "View Results" button

Results table loads below with matching companies; count shows filtered results

Verify all displayed companies match filters: type = Suppliers, region = Northwest, dues year = 2024

No unrelated companies appear in results; filtering is accurate

Modify a filter and click View Results again; verify results refresh

Table updates with new filter results; no cached data persists

Bug Risks

Results may not update when filters change
View Results button may not trigger server query
Cached results from previous query may persist
Filter combinations may fail without error message

Notes

Core filtering functionality; accurate results are critical for DPT workflow

ABC-3134

TC-4.3

Exclude "Do Not Print" Companies

Hybrid

Medium Difficulty 6 min

Preconditions

Company data includes entries with "Do Not Print in Directory" flag set
Filter & View Companies section open with View Results applied
Result list visible

Verify companies with "Do Not Print in Directory" flag are excluded from results

No flagged companies appear in the filtered list

Verify reminder note displays above results: "Excludes companies marked 'Do Not Print in Directory'"

Note is visible and clearly explains why some companies are missing

Verify count displays only printable companies: "X of Y companies shown"

Math is accurate; excluded count matches "Do Not Print" flagged records

Bug Risks

Flagged companies may not be properly excluded
Reminder note may not display or may be unclear
Count may include excluded companies in math

Notes

Important for directory printing workflow; exclusion must be automatic and transparent

ABC-3135

TC-4.4

Bulk Mark Companies as Verified

Hybrid

Medium Difficulty 8 min

Preconditions

Filter results displayed with 5+ companies listed
Companies currently unverified (no check marks)
Bulk action controls visible (select all checkbox, Mark as Verified button)

Locate Select All checkbox above company list

Checkbox is present and clickable

Click Select All checkbox

All company checkboxes in the list become checked

Verify "Mark as Verified" button becomes enabled (no longer grayed out)

Button state changes to active/clickable

Click "Mark as Verified" button

Confirmation modal appears: "Mark N companies as verified?"

Click Confirm in modal

All selected companies show verification checkmarks; timestamp updates; success message displays

Bug Risks

Select All may not check all visible items on current page
Mark as Verified may only update first N companies due to pagination
Confirmation count may be incorrect
Bulk update may fail silently for some records

Notes

High-volume operation; pagination handling is critical if results span multiple pages

ABC-3135

E2E-5: Fields to Include — Trade Codes

Test trade code selection (CSI, NAICS, Directory Codes), trade code limitations, and dependency behavior.

scope: functionality feature: fields-config area: trade-codes

TC-5.1

Toggle Trade Code Checkboxes

Hybrid

Low Difficulty 5 min

Preconditions

DPT module with Fields to Include - Trade Codes section expanded
Three checkboxes visible: CSI Codes, NAICS Codes, Directory Codes
All checkboxes initially unchecked

Check CSI Codes checkbox

Checkbox becomes checked; no other fields auto-check

Check NAICS Codes and Directory Codes while CSI is checked

All three checkboxes are now checked simultaneously

Uncheck all three and verify independent state

All checkboxes uncheck without affecting each other

Bug Risks

Checkboxes may not toggle independently
State may not persist when switching sections
Unchecking one may uncheck others unexpectedly

Notes

Basic checkbox functionality; all combinations should be valid

ABC-3140

TC-5.2

Trade Code Limitation Radio Buttons

Hybrid

Low Difficulty 5 min

Preconditions

Trade Codes section expanded; CSI Codes checkbox checked
Radio buttons visible: "No limitation", "Division only", "Subdivision only"
No radio button selected initially

Select "Division only" radio button

Radio button becomes selected; other options deselect

Switch to "Subdivision only" radio button

"Division only" deselects; "Subdivision only" becomes selected

Verify mutual exclusivity: only one radio button can be selected at a time

Radio behavior follows standard UI patterns

Bug Risks

Multiple radio buttons may be selected simultaneously
Radio button state may not update visually
Selection may not persist after section collapse

Notes

Tests radio button mutual exclusivity behavior

ABC-3140

TC-5.3

CSI Unchecking Disables Limitations

Hybrid

Medium Difficulty 6 min

Preconditions

Trade Codes section expanded
CSI Codes checked; limitation radio button selected (e.g., "Division only")
Radio buttons and dependent controls are visible

Verify limitation radio buttons are enabled while CSI is checked

Radio buttons are clickable and styled normally (not grayed out)

Uncheck CSI Codes checkbox

CSI checkbox is unchecked; limitation radio buttons become disabled/grayed out

Verify radio button selection is cleared when CSI is unchecked

Previously selected radio button is deselected and disabled

Re-check CSI Codes

Radio buttons become enabled again; can be re-selected

Bug Risks

Radio buttons may remain enabled after CSI is unchecked
Unchecking CSI may not clear selected radio button
Re-enabling may show stale radio selection state

Notes

Tests dependent field behavior; critical for proper form logic

ABC-3140

E2E-6: Fields to Include — Demographics & Proof Criteria

Test demographics field selection, proof criteria configuration, dues category listing, and preference set persistence.

scope: functionality feature: fields-config area: demographics-proof

TC-6.1

Select Demographics Checkboxes

Hybrid

Low Difficulty 6 min

Preconditions

DPT module with Fields to Include - Demographics section expanded
Demographics checkboxes visible (Business License, Designations, Volume, etc.)
All checkboxes initially unchecked

Verify all demographics options are available: Business License, Designations, Volume, Executive Names, Website URL

All option checkboxes are present and visible

Select Business License and Designations

Both checkboxes become checked; others remain unchecked

Toggle all remaining options to verify independent selection

Each checkbox can be toggled independently; no dependencies

Bug Risks

Not all demographics options may load in UI
Checkboxes may not toggle independently
Option labels may be truncated or unclear

Notes

Tests availability of all demographics fields for report generation

ABC-3141

TC-6.2

Verify "Do Not Print Volume" Flag Behavior

Hybrid

Medium Difficulty 7 min

Preconditions

Demographics section expanded
Volume checkbox checked
"Do Not Print Volume" flag checkbox present
Report generation capability available

Check Volume checkbox; verify "Do Not Print Volume" flag appears

Dependent checkbox appears below Volume option

Leave "Do Not Print Volume" unchecked and generate a test report

Report includes volume data for companies

Check "Do Not Print Volume" flag and regenerate report

Report now omits volume data; field is suppressed from output

Uncheck Volume checkbox

"Do Not Print Volume" flag becomes disabled/hidden

Bug Risks

"Do Not Print Volume" flag may not appear when Volume is checked
Flag may not affect report generation
Volumes may still print even when flag is set

Notes

Tests dependent field and report output behavior

ABC-3142

TC-6.3

Configure Proof Criteria

Hybrid

Medium Difficulty 8 min

Preconditions

Proof Criteria section visible in Fields to Include
Configuration controls accessible (checkboxes, dropdowns)
Dues category data present in system

Select contact type to send proofs (e.g., Primary Contact, Billing Contact)

Contact type selector works; can choose one or multiple types

Assign memo to specific contact types for proof instructions

Memo assignment dropdown shows available memos

Verify dues categories list displays: category number and description only (no amounts)

List shows format: "123 - Annual Membership" (no dollar values)

Verify Schedule 1 option is available in proof criteria

Schedule 1 checkbox or radio option is present and selectable

Bug Risks

Contact type selector may not load options
Dues categories may display with amounts despite requirement to hide
Memo assignment may not save correctly
Schedule 1 option may be missing

Notes

Critical configuration for email and proof workflows

ABC-3143

TC-6.4

Preference Set Persistence Within Session

Hybrid

Medium Difficulty 8 min

Preconditions

DPT module loaded with Fields to Include sections open
User session is active
Multiple sections can be toggled

Configure preference set: select Trade Codes (CSI, NAICS), Demographics (Volume, Designations), Proof criteria

All selections are made and visible in UI

Collapse the Fields section and re-expand it within the same session

All previous preferences are retained; selections remain checked

Navigate away from DPT module (e.g., to Contacts or Dashboard) and return within same session

Preferences persist; selections remain checked upon return

Close browser tab/logout and log back in to DPT module in new session

Preferences are NOT preserved in new session; revert to defaults

Bug Risks

Preferences may not persist within session due to session state loss
Client-side caching may be cleared unexpectedly
Preferences may incorrectly persist across sessions (security issue)
Section collapse may clear state

Notes

Session-only persistence is required; NOT cross-session storage

ABC-3143

E2E-7: Report Generation

Test all report types: Directory, Trades by Division, Trades by Detail, and Proof reports in multiple formats.

scope: functionality feature: reporting area: export

TC-7.1

Generate Directory Reports

Hybrid

Medium Difficulty 10 min

Preconditions

Report Generation section accessible
Companies filtered and selected for report
Fields configured (Trade Codes, Demographics)
Date range set

Locate Directory Report section with format options

Three format options visible: Excel Single Record, Excel Multiple Records, Printed 3-column

Select "Excel Single Record" format and click Generate

Excel file downloads with one company per row, including selected fields

Select "Excel Multiple Records" format and generate

Excel file downloads with alternate layout showing multiple data rows per company

Select "Printed 3-column" format and generate

PDF downloads formatted for printing in 3-column layout

Bug Risks

Report formats may not generate or download
Excel files may have incorrect data or formatting
PDF layout may overflow or truncate fields
Selected fields may not appear in report

Notes

Core reporting functionality; all three formats must work correctly

ABC-3145

TC-7.2

Generate Trades by Division Reports

Hybrid

Medium Difficulty 8 min

Preconditions

Report Generation section open
CSI Codes (with Division) selected in Trade Codes field
Companies with CSI codes present in selected data

Locate Trades by Division section with format options

Three formats available: Excel, Printed 3-column, Printed Simple List

Generate Excel format

File downloads; organized by CSI division with companies listed under each division

Generate Printed 3-column format

PDF downloads formatted for printing; divisions and companies organized in 3-column layout

Generate Printed Simple List format

PDF downloads with simple text list format; minimal formatting

Bug Risks

Division organization may be incorrect in output
Simple List format may not be truly "simple" (unnecessary styling)
3-column layout may not balance across pages

Notes

Tests report grouping by trade code division; data organization is critical

ABC-3335

TC-7.3

Generate Trades by Detail Reports

Hybrid

Medium Difficulty 8 min

Preconditions

Report Generation section open
CSI Codes (with Subdivision) selected in Trade Codes field
Companies with detailed CSI codes present

Locate Trades by Detail section

Three format options visible: Excel, Printed 3-column, Printed Simple List

Generate Excel format

File downloads organized by CSI subdivision (detail level) with companies listed

Generate Printed 3-column format

PDF formatted for print with 3-column layout showing subdivisions and companies

Generate Printed Simple List format

PDF downloads with simple list format; text-only layout

Bug Risks

Subdivision organization may not be properly hierarchical
Detail codes may display incorrectly or truncate
Distinction between Division and Detail reports may be unclear

Notes

Tests granular trade code reporting; hierarchy must be preserved

ABC-3336

TC-7.4

Generate Proof Reports with "Check Here" Text

Hybrid

Medium Difficulty 10 min

Preconditions

Report Generation section open
Proof Criteria configured with contact types and dues categories
Companies selected for proof generation

Locate Proof Report section with format options

Three formats visible: Excel Single Record, Excel Contact Types, Printed

Generate Excel Single Record format

Excel file downloads with one company per row and proof requirements

Generate Excel Contact Types format

Excel downloads with contact type columns showing which contacts receive proofs

Generate Printed format and verify text "Check here if no changes" appears

PDF downloads with checkbox area and instruction text for manual marking

Bug Risks

"Check here if no changes" text may be missing from printed proofs
Contact type breakdown may not display correctly
Proof requirements may not match configured criteria
Excel formats may not distinguish between single/contact type views

Notes

The "Check here if no changes" text is critical for manual proof workflow

ABC-3337

E2E-8: Email Generation

Test verification email preview, rehearsal with warnings, actual sending with confirmations, and contact type targeting.

scope: functionality feature: email-workflow area: communication

TC-8.1

Preview and Rehearsal Verification Emails

Hybrid

Medium Difficulty 8 min

Preconditions

Email Generation section accessible
Companies selected for email verification
Proof criteria configured
Staff email address configured in system

Locate Preview Verification Email button

Button is visible and clickable in Email Generation section

Click Preview button

Modal opens showing sample email template with company data, verification instructions, and portal link

Click "Send to Staff (Rehearsal)" button in preview

Email is sent to configured staff address; success message displays

If skipping email sending, verify strong warning message displays with confirmation

Warning states: "You are not sending emails. Companies will not be notified of verification request." Requires explicit confirmation to proceed.

Bug Risks

Preview modal may not render email correctly
Rehearsal email may fail to send to staff
Skip warning may not appear or may be too subtle
Portal link in email may be invalid or point to wrong URL

Notes

Rehearsal is critical for catching email template issues before mass sending

ABC-3144

TC-8.2

Send Verification Emails with Confirmations

Manual

High Difficulty 12 min

Preconditions

Email Generation section ready with companies selected
Proof criteria and memos configured
Rehearsal email confirmed working
Test mailbox available to receive company emails

Locate Send Verification Emails button (distinct from Preview)

Button is present and clearly labeled as the live send action

Click Send button

First confirmation modal appears: "Ready to send verification emails to N companies?"

If preferences/memos are missing, verify extra confirmation appears with specific warning

Additional confirmation: "Some companies are missing memo assignments. Continue anyway?"

Click Confirm in final modal

Emails send; progress indicator shows sending status; completion message displays with count

Check test mailbox for received emails

Verification emails arrive with correct company data, contact names, and portal links

Bug Risks

Confirmation modal may not appear, allowing accidental sends
Email send may fail silently for some companies
Progress indicator may not update or get stuck
Extra warning for missing memos may not appear when needed
Emails may not be personalized with company/contact data

Notes

Destructive operation requiring multiple confirmations; email accuracy is critical

ABC-3144

TC-8.3

Verify Email Sent to Selected Contact Types Only

Hybrid

Medium Difficulty 8 min

Preconditions

Companies with multiple contact types (Primary, Billing, Admin)
Email Generation section with contact type selector visible
Email sending capability

Verify contact type selector in Email section shows options

Checkboxes for Primary Contact, Billing Contact, Admin Contact visible

Verify default selection is "Primary Contact"

Only Primary Contact is checked by default

Select only Billing Contact and send test email

Email is sent only to Billing Contact for each company; Primary/Admin are not contacted

Select multiple types (Primary + Admin) and send test email

Both contact types receive email; Billing Contact is not contacted

Bug Risks

Contact type selection may not filter email recipients
Default may not be set to Primary Contact only
All contacts may receive email regardless of selection
Email count may be inaccurate if filtering fails

Notes

Contact type targeting prevents duplicate emails and ensures correct recipients

ABC-3144

E2E-9: Portal Integration & Post-Deadline

Test portal verification checkbox visibility during date range, portal memo display, and post-deadline audit reporting.

scope: integration feature: portal area: verification

TC-9.1

Portal Verification Checkbox Visibility

Hybrid

Medium Difficulty 8 min

Preconditions

DPT module with active verification date range set (from/to dates)
Current date is within the set date range
Portal company profile page accessible
Portal account with company profile visible

Log into portal as company user and navigate to company profile

Company profile page loads with information edit section

Verify DPT verification checkbox is visible during active date range

Checkbox labeled "Verification complete - No changes needed" appears on profile page

Wait for date range to expire (or manually set past date in DPT)

Portal page is refreshed; checkbox should no longer appear after deadline

Verify checkbox is hidden after date range expires

Verification checkbox is removed from portal profile page when outside active date range

Bug Risks

Checkbox may always show regardless of date range
Checkbox may never show even during active date range
Portal cache may not refresh when date range changes
Timezone differences may cause visibility issues

Notes

Date range controls portal UI visibility; critical for time-limited verification workflow

ABC-3649

TC-9.2

Portal Memo Display During Verification Range

Hybrid

Medium Difficulty 8 min

Preconditions

DPT module with active verification date range and memos configured
Portal Instructions memo created with content
Current date within verification date range
Portal company profile page accessible

Log into portal during active verification date range

Portal loads; user is authenticated

Navigate to company profile and verify Portal Instructions memo displays

Memo content appears prominently (banner, alert, or section) with text: "Please verify all company information including phone, address, and trade codes." (or configured memo)

Set verification date range to past date and refresh portal page

Memo disappears after date range expires

Verify memo is no longer displayed outside verification date range

Portal Instructions memo is hidden; company sees normal profile page

Bug Risks

Memo may not load from DPT to portal
Memo may display outside date range window
Portal cache may not refresh when memo content changes
Memo formatting may not render correctly in portal

Notes

Portal-DPT integration for user-facing instructions; memo timing is critical

ABC-3650

TC-9.3

Post-Deadline Audit Report

Hybrid

Medium Difficulty 10 min

Preconditions

Verification date range has expired (current date is past "to" date)
Some companies have portal updates recorded after deadline
Audit reporting capability available
DPT module accessible

Navigate to Audit or Post-Deadline Report in DPT

Report section is accessible; filters available for date range

Generate report for verification through date (deadline)

Report loads showing companies with data changes after deadline

Verify report displays timestamp of portal updates that occurred after deadline

Update timestamps show dates/times after verification "through date"; this shows companies made changes late

Verify field changes are tracked: which fields were updated and old vs. new values

Report shows granular change detail (e.g., "Phone: 555-1234 → 555-5678" updated 3/15 at 2:30pm)

Bug Risks

Post-deadline changes may not be captured/tracked
Audit report may not generate or load
Timestamps may be incorrect or in wrong timezone
Change detail may be vague or incomplete

Notes

Post-deadline audit is critical for compliance; shows which companies updated data after deadline

ABC-3721