ABC Partnership Packages Module

Confluence: Navigation for Partnership Packages Confluence: Permissions for Partnership Packages Jira: ABC-1042 Jira: ABC-1178

TC-1.1 Verify Partnership Packages Navigation and Menu Structure

HYBRID

Easy 8 min

Preconditions

User is logged into the ABC portal with valid credentials
User has at least L1 permission level (view access)
Main navigation menu is visible on the page

Test Steps

1

From the main navigation menu, locate and hover over the primary modules section

Expected: Main navigation menu displays all module categories clearly

2

Click on "Partnership Packages" menu item

Expected: Sub-menu expands showing "Browse Packages" and "Add Package" options

3

Click on "Browse Packages" option

Expected: User navigates to the Browse Packages page with list of existing packages

4

Verify breadcrumb navigation shows: Home > Partnership Packages > Browse Packages

Expected: Breadcrumb displays correctly and is clickable; can navigate back to previous pages

5

Return to main menu and click "Add Package"

Expected: User navigates to the Add Package form page

Bug Risks

Navigation menu may not render on smaller viewports or mobile devices
Sub-menu items might fail to expand or close properly
Breadcrumb links may be broken or non-functional
Menu items may have accessibility issues with screen readers

Line 1 ABC-1042 ABC-1178

TC-1.2 Verify Permission Levels (L1 view, L2 edit, L3 full admin)

MANUAL

Hard 15 min

Preconditions

Test user accounts exist for each permission level (L1, L2, L3)
All test accounts are configured in the system with correct role assignments
Partnership Packages module is deployed and accessible
At least one partnership package exists in the system

1

Log in as an L1 permission user and navigate to Browse Packages

Expected: User can view the packages list; "Add Package" button is disabled or hidden; edit and delete options are unavailable

2

Click on any package to view details

Expected: Package details open in read-only mode; all fields are non-editable; no edit button visible

3

Log out and log in as an L2 permission user; navigate to Browse Packages

Expected: User can view packages; "Add Package" button is enabled; edit button appears on package rows

4

Click edit button on a package; attempt to modify package details

Expected: L2 user can edit package fields; delete button is disabled or hidden; save changes successfully

5

Log out and log in as an L3 permission user; navigate to Browse Packages

Expected: All features are enabled: Add, Edit, and Delete buttons; L3 user has full admin access

6

Verify that L3 user can access the delete button and package deletion workflow

Expected: L3 user sees delete option; confirmation dialog appears when attempting delete; successful deletion occurs (if no active partnerships)

Bug Risks

Permission levels may not be properly enforced in the frontend
UI elements may not hide/show correctly based on permission level
Backend may allow unauthorized operations despite frontend restrictions
Permission caching may cause stale permission checks after role changes

Line 2 ABC-1042 ABC-1178

Confluence: Browse Packages Confluence: Add & Edit Package ABC-1046 ABC-1589

TC-2.1 Browse Packages — Verify Columns, Filters, and Sort

HYBRID

Medium 12 min

Preconditions

User is logged in with L1 or higher permission level
At least 5 partnership packages exist in the system
Packages have various statuses (active, inactive, draft)
User navigates to the Browse Packages page

1

Verify that the packages table displays with the correct columns: Package Name, Status, Benefit Cutoff Date, Active Partnerships, and Actions

Expected: All columns are visible and properly aligned; column headers are clear and readable

2

Click on the "Status" column header to sort packages by status

Expected: Table sorts alphabetically by status (Active, Draft, Inactive); sort direction indicator appears on the header

3

Click the Status column header again to reverse the sort order

Expected: Table sorts in reverse order; sort direction indicator toggles

4

Locate and click the filter icon; select "Status = Active" from filter options

Expected: Filter dropdown opens; selecting "Active" filters the table to show only active packages

5

Type in the search box to filter packages by name (e.g., "Premium")

Expected: Table filters in real-time to show only packages matching the search term; results update as user types

6

Clear the search box and verify that all packages reappear

Expected: Filter is removed; full package list displays again; no orphaned filters remain

Bug Risks

Column widths may overflow on smaller screens or with long text
Sort functionality may not persist when filters are applied
Search may have case-sensitivity issues or not match partial strings
Performance may degrade with large numbers of packages (100+)

Line 3 ABC-1046 ABC-1589

TC-2.2 Add Package — Create with All Fields and Verify Validation

HYBRID

Medium 14 min

Preconditions

User is logged in with L2 or L3 permission level
User is on the Partnership Packages module main page
"Add Package" button is visible and accessible

1

Click "Add Package" button

Expected: Add Package form opens with all required and optional fields visible (Package Name, Status, Description, Benefit Cutoff Date)

2

Leave the Package Name field empty and attempt to submit the form

Expected: Validation error appears: "Package Name is required"; form does not submit

3

Enter "Premium Partner Package 2025" in Package Name field; enter "2025-12-31" in Benefit Cutoff Date; select "Active" from Status dropdown

Expected: All fields accept input; dropdown selection works correctly; date picker allows valid future dates

4

Enter an invalid date (e.g., "2024-01-01" in the past) in Benefit Cutoff Date and submit

Expected: Validation error appears: "Benefit Cutoff Date cannot be in the past"; form does not submit

5

Clear the Benefit Cutoff Date field and submit the form (optional field)

Expected: Form submits successfully; package is created without benefit cutoff date

6

Verify that newly created package appears in the Browse Packages list

Expected: New package is visible in the list with correct details; success message appears confirming package creation

Bug Risks

Form may not validate required fields before submission
Date picker may accept invalid dates or not format dates correctly
Dropdown selections may not persist or may reset unexpectedly
Success message may not display or package may not appear in list despite form submission

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TC-2.3 Edit Package — Modify Fields and Verify Changes Persist

HYBRID

Easy 10 min

Preconditions

User is logged in with L2 or L3 permission level
At least one partnership package exists in the system
User is viewing the Browse Packages list

1

Click the Edit button (pencil icon) on any package row

Expected: Edit form opens with all current package data pre-populated in the fields

2

Change the package name from "Premium Partner Package 2025" to "Premium Partners - Updated Q2 2025"

Expected: Package Name field updates; change is visible in the form

3

Change the Status from "Active" to "Inactive"

Expected: Status dropdown changes to "Inactive"; change is reflected in the form

4

Click "Save" button to submit the edited package

Expected: Success message displays; form closes; user is returned to Browse Packages list

5

Verify that the package in the list shows the updated name and status

Expected: Package row displays "Premium Partners - Updated Q2 2025" and "Inactive" status; changes persisted to database

6

Click Edit again on the same package to verify all changes were saved

Expected: Edit form opens with all updated values pre-populated; no values have reverted

Bug Risks

Changes may not persist to database; values may revert on refresh
Form may not properly populate with existing data on edit
Concurrent edits may cause data conflicts or last-write-wins issues
Success message may display despite save failure

Line 4 ABC-1046 ABC-1589

TC-2.4 Delete Package — Verify Delete Restrictions and Confirmation Dialog

MANUAL

Hard 12 min

Preconditions

User is logged in with L3 (admin) permission level
Two test packages exist: one with active partnerships, one without
User is viewing the Browse Packages list

1

Locate a package with active partnerships (Active Partnerships count > 0)

Expected: Package is visible in the list with a non-zero count in the "Active Partnerships" column

2

Click the Delete button (trash icon) on the package with active partnerships

Expected: Delete button is disabled (grayed out) or a warning message appears: "Cannot delete package with active partnerships"

3

Locate a package with no active partnerships (Active Partnerships = 0) and click its Delete button

Expected: Confirmation dialog appears with message: "Are you sure you want to delete this package? This action cannot be undone." with Cancel and Confirm buttons

4

Click "Cancel" button in the confirmation dialog

Expected: Dialog closes; package is not deleted; user remains on Browse Packages list

5

Click Delete button again on the same package without active partnerships

Expected: Confirmation dialog appears again

6

Click "Confirm" button in the confirmation dialog

Expected: Package is deleted; success message displays: "Package deleted successfully"; package no longer appears in the Browse Packages list

Bug Risks

Delete restriction may not be enforced; packages with active partnerships may be deletable
Confirmation dialog may not appear or may be bypassed
Package may not be deleted despite confirmation; database transaction may fail
Package may remain visible in the list after deletion (cache not cleared)

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Confluence: Event Tickets Configuration Confluence: Marketing Opportunities Configuration Confluence: Flex Credits Configuration ABC-1045

TC-3.1 Event Tickets — Select Events, Enter Info, Set Quantities

HYBRID

Medium 13 min

Preconditions

User is logged in with L2 or L3 permission level
A partnership package exists and is being edited or created
User has navigated to the "Event Tickets" section of the package configuration
At least 2 existing events are available in the system

1

Click "Add Event Ticket" button in the Event Tickets section

Expected: New event ticket row appears with dropdown fields for Event selection, quantity input, and availability options

2

Click the Event dropdown and select an existing event from the list (e.g., "Annual Conference 2025")

Expected: Event dropdown opens showing available events; selection is saved in the field

3

Enter "5" in the Quantity field for the selected event ticket

Expected: Quantity field accepts the numeric input; value displays as "5"

4

Select "Staff Only" from the Availability dropdown

Expected: Availability dropdown shows options; "Staff Only" selection is saved; field displays "Staff Only"

5

Click "Add Event Ticket" again to add a second event ticket for a different event

Expected: Second event ticket row appears; first event ticket data remains unchanged

6

Save the package and verify that event tickets are persisted when package is reopened for editing

Expected: Package saves successfully; event tickets reappear with all data intact when package is reopened

Bug Risks

Event selection dropdown may not populate or may show duplicate events
Quantity field may not accept numeric input or may have validation issues (negative numbers)
Event ticket data may not persist when package is saved
Adding multiple event tickets may cause data loss for previously added tickets

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TC-3.2 Marketing Opportunities — Add, Edit, Delete, Cost/Value Behavior

HYBRID

Medium 14 min

Preconditions

User is logged in with L2 or L3 permission level
A partnership package is being edited or created
User has navigated to the "Marketing Opportunities" section of package configuration

1

Click "Add Marketing Opportunity" button

Expected: New marketing opportunity row appears with fields for Opportunity Name, Cost, and Value

2

Enter "Email Newsletter Sponsorship" in the Opportunity Name field

Expected: Name field accepts input; text displays correctly

3

Enter "1500" in the Cost field and "2000" in the Value field

Expected: Both numeric fields accept currency values; no validation error occurs for Cost < Value

4

Click the Edit button (pencil icon) on the created marketing opportunity

Expected: Fields become editable; current values appear pre-populated

5

Change the Cost to "1800" and save the marketing opportunity

Expected: Edit mode closes; updated Cost value displays in the row

6

Click the Delete button (trash icon) on the marketing opportunity

Expected: Marketing opportunity row is removed from the table; no confirmation required for deletion

Bug Risks

Cost and Value fields may not accept currency formatting ($) or may have validation issues
Edit mode may not trigger or may lose data when switching between edit/view modes
Deleted marketing opportunities may reappear on page refresh (not deleted from database)
Multiple marketing opportunities may conflict or overwrite each other when saved

Line 6 ABC-1045

TC-3.3 Flex Credits — Set Amount, Configure Excluded Events

HYBRID

Medium 12 min

Preconditions

User is logged in with L2 or L3 permission level
A partnership package is being edited or created
User has navigated to the "Flex Credits" section of package configuration
At least 3 events exist in the system

1

Toggle the "Enable Flex Credits" switch to ON

Expected: Switch toggles; additional fields appear (Credit Amount, Excluded Events)

2

Enter "2500" in the Credit Amount field (currency value)

Expected: Field accepts numeric input; value displays as "$2,500.00" or similar currency format

3

Click "Add Excluded Event" button to exclude specific events from flex credit usage

Expected: Event selection dropdown appears; user can select events to exclude

4

Select "Premium Gala 2025" from the event dropdown

Expected: Event is added to the excluded events list; "Premium Gala 2025" appears as an excluded event

5

Click "Add Excluded Event" again and select a second event to exclude

Expected: Second event is added to the excluded list; first event remains excluded

6

Save the package and verify flex credits configuration persists

Expected: Package saves successfully; flex credit amount and excluded events reappear when package is reopened

Bug Risks

Flex Credits toggle may not properly show/hide dependent fields
Currency formatting may not work correctly or may cause validation errors
Excluded events may not prevent flex credit application in the event registration flow
Configuration may not persist when package is saved and reopened

Line 7 ABC-1045

Confluence: Event Registration Integration ABC-1044 ABC-1622

TC-4.1 Apply Included Event Tickets During Registration

HYBRID

Hard 15 min

Preconditions

User is an event registrant enrolled in a partnership package with event tickets
Partnership package includes "Annual Conference 2025" with 3 included tickets
User is on the Event Registration page for "Annual Conference 2025"
User is logged in

1

On the Event Registration page, scroll to the "Benefits" section or "Available Benefits" area

Expected: Benefits section displays available partnership package benefits, including "3 included event tickets for Annual Conference 2025"

2

Click "Apply Tickets" button next to the event ticket benefit

Expected: A modal or inline form appears prompting for registrant names for the 3 tickets

3

Enter names for all 3 included tickets (e.g., "John Doe", "Jane Smith", "Bob Johnson")

Expected: All three name fields accept input; data persists in the form

4

Click "Confirm" or "Apply" button to apply the tickets to the registration

Expected: Modal closes; tickets are applied; registration total is updated to reflect zero cost for included tickets

5

Review the order summary and verify that 3 tickets are listed with $0.00 cost each

Expected: Order summary shows "3 Event Tickets @ $0.00" in the line items; total cost reflects no charge for included tickets

6

Complete the registration and submit payment (if applicable)

Expected: Registration completes successfully; confirmation email includes registrant names for all 3 included tickets

Bug Risks

Benefits section may not display or may not show included event tickets
Registrant names may not be properly captured or may cause validation errors
Included ticket cost may not be zeroed out in the order summary
Confirmation email may not include registrant details or may show incorrect ticket count

Line 8 ABC-1044 ABC-1622

TC-4.2 Choose to Use or Save Benefits for Later Events

HYBRID

Hard 14 min

Preconditions

User is enrolled in a partnership package with multiple event tickets
User is on the Event Registration page for an event covered by the partnership package
User has not yet applied any tickets to a registration
User is logged in

1

On the Event Registration page, locate the available partnership benefits section

Expected: Benefits are displayed with "Apply" and "Save for Later" buttons

2

Click "Save for Later" button next to the event ticket benefit

Expected: Benefit is saved in the user's account; success message displays: "Benefit saved for later use"

3

Complete registration for the current event without using the partnership benefit

Expected: Registration completes; user is charged full ticket price; benefit is not applied

4

Return to the account dashboard and locate "Saved Benefits" or "My Benefits" section

Expected: Previously saved partnership benefit appears in the My Benefits section with remaining tickets count

5

Navigate to a different event that is also covered by the partnership package

Expected: Previously saved benefit is available for this event; user can apply it during this registration

6

Click "Apply" button for the saved benefit and register for the event with tickets

Expected: Benefit applies correctly; registration total reflects the discount or free tickets; confirmation shows applied benefit details

Bug Risks

"Save for Later" button may not function or may apply benefit instead of saving
Saved benefits may not persist when user returns to account dashboard
Saved benefit may not be available for other events that should be covered
Using saved benefit at a later event may cause duplicate deduction or benefit loss

Line 8 ABC-1044 ABC-1622

TC-4.3 Chapter Staff Register Partner and Apply Benefits On Their Behalf

MANUAL

Hard 16 min

Preconditions

User is logged in as Chapter Staff member
A partnership exists with an enrolled partner company
Partner company has active partnership package benefits
User is on the Event Registration page with admin/staff privileges visible

1

Click "Register On Behalf Of" or "Register Partner" button on the event registration page

Expected: Modal or form appears prompting staff to select a partner organization and registrant

2

Select the partner company from the dropdown (e.g., "ABC Partner Inc.")

Expected: Partner dropdown shows available partners; selection is saved

3

Enter the registrant's details (name, email, etc.)

Expected: Form fields accept registrant information; all required fields can be completed

4

Review the Benefits section and verify partnership package benefits are shown (event tickets, flex credits, etc.)

Expected: Partnership benefits for the selected partner are displayed and available for application

5

Click "Apply Benefits" for the partnership package and complete the ticket registration process

Expected: Benefits are applied on behalf of the partner; order summary reflects benefit deduction; staff can proceed to checkout/payment

6

Complete the registration and verify confirmation details

Expected: Registration confirms successfully; confirmation email is sent to partner/registrant; benefit usage is recorded correctly

Bug Risks

Staff registration mode may not be accessible or properly restricted to staff roles
Partner organization selection may not populate correctly or may show unauthorized partners
Benefits may not apply correctly when registering on behalf of partner
Confirmation email may not be sent or may go to wrong recipient

Line 8 ABC-1044 ABC-1622

TC-4.4 Verify Benefit Usage Tracking and Automatic Deduction

MANUAL

Hard 17 min

Preconditions

Partnership package has been created with 3 included event tickets for "Conference 2025"
Partner has registered using 1 ticket already (2 remaining)
User is logged in as L3 admin or partner staff
Partnership management dashboard is accessible

1

Navigate to the Partnership Management dashboard or Package Details page

Expected: Dashboard displays partnership information including package details and benefit usage metrics

2

Locate the benefit usage section showing "Conference 2025 Event Tickets: 1 of 3 used"

Expected: Benefit usage tracker displays correctly showing 1 used, 2 remaining; progress bar or similar visualization appears

3

Click on the benefit usage entry to view detailed usage history/transactions

Expected: Detailed view shows registrant name, event, date of usage, number of tickets used, and remaining balance

4

Register another partner employee for the same event and apply 1 additional ticket

Expected: Second registration completes; benefit tracking updates to show 2 of 3 used, 1 remaining

5

Return to the benefit usage dashboard and verify it reflects the new deduction immediately

Expected: Tracker updates automatically to show "2 of 3 used"; no manual refresh required; tracking is real-time

6

Verify that the system prevents using more than the available benefit balance (try registering 2 more attendees)

Expected: Third registration can apply remaining 1 ticket; fourth registration fails with error: "No benefit balance remaining for this benefit"

Bug Risks

Benefit usage may not be tracked or recorded in the system
Usage dashboard may not update in real-time; stale data may be displayed
System may not prevent over-usage of benefits (allowing more registrations than available)
Usage history may be missing or show incorrect details (wrong dates, quantities, registrant names)

Line 8 ABC-1044 ABC-1622

Confluence: Flex Credits Application ABC-1044 ABC-1622

TC-5.1 Display Flex Credit Balance and Apply During Registration

HYBRID

Medium 13 min

Preconditions

User is logged in and is part of a partner organization
Partner organization has an active partnership package with $2,500 flex credits
Flex credits have not been used yet (full $2,500 balance available)
User is on the Event Registration page for an event that allows flex credit application

1

Scroll to the "Available Benefits" or "Discounts & Credits" section of the registration form

Expected: Flex credits benefit is displayed with text: "Available Partnership Flex Credits: $2,500.00"

2

Verify that flex credits balance displays prominently and is updated based on current cart/registration total

Expected: Display shows "$2,500.00" in a prominent color (lime/accent); balance is clearly visible

3

Click "Apply Flex Credits" button or checkbox to enable flex credit application

Expected: Flex credit input field appears allowing user to enter the amount they wish to apply

4

Enter "500" in the flex credit amount field (partial credit application)

Expected: Input field accepts numeric value; amount displays as "$500.00"; field validates positive numbers only

5

Review the order summary and verify that $500 credit is applied to the total cost

Expected: Order summary shows line item: "Partnership Flex Credit: -$500.00"; total is updated to reflect the credit

6

Proceed through checkout and verify confirmation email mentions the applied flex credit

Expected: Registration completes; confirmation email lists "Partnership Flex Credit Applied: $500.00"; remaining balance information appears

Bug Risks

Flex credit balance may not display or may show incorrect amount
Flex credit input may not accept values or may have validation issues
Order summary may not reflect flex credit deduction correctly
Confirmation email may not include flex credit details or may show wrong amount applied

Line 9 ABC-1044 ABC-1622

TC-5.2 Partial Credit Application and Excluded Event Restrictions

HYBRID

Medium 14 min

Preconditions

User is logged in with $2,000 flex credit balance available
Partnership package excludes "VIP Gala 2025" from flex credit usage
User is registering for an event with $1,500 cost
Event Registration page is loaded

1

Enter "1000" in the flex credit field to apply $1,000 toward the $1,500 cost (partial credit)

Expected: Input accepts partial amount; field validates that amount does not exceed balance ($2,000); display shows "$1,000.00 applied"

2

Verify that the order summary shows remaining balance due: $1,500 - $1,000 = $500

Expected: Total is calculated correctly; line items show event cost, flex credit deduction, and remaining balance

3

Navigate away and return to the Event Registration page, then navigate to the "VIP Gala 2025" event (excluded from flex credits)

Expected: Flex credit balance still shows $1,000 remaining (partial use not yet applied)

4

On the VIP Gala registration page, attempt to apply flex credits

Expected: "Apply Flex Credits" button is disabled or grayed out; message appears: "Flex credits cannot be applied to this event"

5

Return to the eligible event and verify that flex credits are still available for application

Expected: Event allows flex credit application; balance remains $2,000 (partial application from step 1 not yet committed)"

6

Complete the registration with the $1,000 flex credit applied and verify deduction in confirmation

Expected: Registration completes; remaining balance after deduction is $1,000; confirmation shows applied credit and remaining balance

Bug Risks

Excluded events may still allow flex credit application despite restrictions
Partial credit application may not be supported; system may require full balance or zero
Remaining balance tracking may be incorrect or not updated after partial use
Excluded event restrictions may not be enforced across all sessions or browsers

Line 9 ABC-1044 ABC-1622

TC-5.3 Apply Flex Credits to Marketing Opportunities with Defined Cost/Value

HYBRID

Medium 13 min

Preconditions

User is logged in as a partner with $3,000 flex credit balance
Partnership package includes marketing opportunities: "Email Newsletter" (Cost: $1,500, Value: $2,000) and "Logo Placement" (Cost: $800, Value: $1,200)
A portal page listing available marketing opportunities is accessible

1

Navigate to the Available Marketing Opportunities section of the partner portal

Expected: Marketing opportunities are listed with names, costs, values, and "Apply Flex Credits" buttons

2

Click "Apply Flex Credits" button for "Email Newsletter Sponsorship" (Cost: $1,500)

Expected: Confirmation dialog or inline form appears showing: "Apply $1,500 flex credit toward Email Newsletter Sponsorship?"

3

Click "Confirm" to apply the flex credit to the Email Newsletter opportunity

Expected: Flex credit is applied; remaining balance updates to $1,500; "Email Newsletter" status changes to "Claimed" or "Applied"

4

Verify that remaining flex credit balance is sufficient for the second opportunity: "Logo Placement" (Cost: $800)

Expected: Remaining balance is $1,500; "Logo Placement" button is enabled; user can still apply credits to this opportunity

5

Click "Apply Flex Credits" for "Logo Placement" and confirm the $800 deduction

Expected: $800 is deducted; remaining balance updates to $700; both opportunities are now "Claimed"

6

Verify that the remaining flex credit balance ($700) is available for future use in other registrations or opportunities

Expected: Remaining balance persists; user can continue to use $700 in flex credits for eligible events or opportunities

Bug Risks

Marketing opportunities may not display with cost/value information
Flex credit application to opportunities may fail or not deduct balance correctly
Multiple opportunity applications may cause balance calculation errors or duplicate deductions
Previously claimed opportunities may become available again or lose their claimed status

Line 9 ABC-1044 ABC-1622

ABC Partnership Packages Module — E2E Test Scripts