End-to-End Test Scripts

ABC Prospects Module — E2E Test Scripts

Complete test flows covering prospect browsing, filtering, Excel exports, PDF exports, company record management, BEAM Club integration, and access control. 21+ test cases across 7 flows.

Overview
E2E-1 Browse 0/3
E2E-2 Excel 0/3
E2E-3 Sort 0/2
E2E-4 PDF 0/3
E2E-5 Fields 0/3
E2E-6 BEAM 0/3
E2E-7 Perms 0/4
ABC Prospects — E2E Test Flows
7 comprehensive end-to-end test flows covering the complete Prospects module lifecycle: from browsing and filtering prospects through Excel/PDF exports, company record management, BEAM Club integration, and permission-based access control. Each flow represents a real-world business scenario you can execute start to finish.

E2E-1: Browse Prospects Screen

Navigate to Prospects, verify landing layout, test filtering by company type, status, LOI, and work type. Verify column sorting and pagination.

3 Test Cases Staff ~30 min

E2E-2: Excel Exports

Export prospect lists as Excel, test prior members export, verify sponsor and staff column options, validate data integrity.

3 Test Cases Staff ~25 min

E2E-3: Sort Export Options

Test sort by Sponsor option, sort by Liaison option, verify Excel export reflects sort ordering.

2 Test Cases Staff ~20 min

E2E-4: PDF Info Sheet Exports

Export prospect info sheets as PDF, test prior member info sheets, verify Notes integration if available.

3 Test Cases Staff ~25 min

E2E-5: Prospect Company Record Fields

View and edit prospect information fields, lead source management, recruit status dropdown. Verify persistence and browse list updates.

3 Test Cases Staff ~30 min

E2E-6: BEAM Club Integration

Manage company sponsors, verify point accrual and split. View BEAM Club tab on individuals. Navigate chapter-level BEAM interface.

3 Test Cases Admin ~35 min

E2E-7: Permissions & Admin

Test permission levels (0-3), verify access restrictions, manage admin lookup tables, verify module navigation.

4 Test Cases Admin ~40 min
E2E-1: Browse Prospects Screen
Navigate to Prospects module, verify landing page layout with default filters, test filtering criteria, verify results columns and sorting.
STAFF DISCOVERY CORE CRITICAL PRIORITY
TC-1.1 Browse Screen Default Load & Layout HYBRID
E2E-1 Browse Prospects > TC-1.1
Easy 10 min
Preconditions
  • User has Chapter Staff Level 1+ permission
  • Prospects module is accessible
  • Navigate to Prospects via main navigation
✓
Click Prospects in main navigation. Verify page loads with Selective Reporting layout. Confirm results table displays with default column headers.
Expected: Prospects page loads with expected layout. No errors or missing content.
✓
Verify default filter values: Company Type = "Prospect", Types includes "prior members", LOI = "hot". Verify Sort by is set to default order.
Expected: All default filters match specification. Results are filtered accordingly.
✓
Verify results columns match spec: Company Type, Status, LOI, Company Name, Phone, Primary Contact, Date Added, Recruit Status. Verify results display matching filtered data.
Expected: All expected columns present and populated. Row count matches filter criteria.
Bug Risk Areas
Default filters not applied on page load
Required result columns missing or misaligned
Filter values not matching specification
Results data does not reflect active filters
Related JIRA

ABC-1125 ABC-2730

TC-1.2 Filter Criteria & Results Refresh HYBRID
E2E-1 Browse Prospects > TC-1.2
Medium 12 min
Preconditions
  • Prospects browse page loaded with default filters
  • Filter panel accessible
✓
Change Company Type filter to "Member". Verify results table updates immediately. Count displayed records.
Expected: Results update within 1 second. Row count reflects new filter. No prior prospects visible.
✓
Multi-select Types: check "prior members" and "dropped". Change LOI to "medium". Select Work Types filter. Verify results update for each change.
Expected: Results update for each filter change. Only records matching all active filters displayed.
✓
Set Lead Source date range (e.g., last 6 months). Select Staff member filter. Verify results update. Click "Clear All Filters". Verify full unfiltered results display.
Expected: All filters clear successfully. Full prospect list displayed without filtering.
Bug Risk Areas
Filter changes not updating results
Multi-select filters not accumulating correctly
Date range filter not restricting results properly
Clear All Filters not resetting to default or full list
Related JIRA

ABC-1125 ABC-2047

TC-1.3 Results Table Interaction HYBRID
E2E-1 Browse Prospects > TC-1.3
Medium 15 min
Preconditions
  • Prospects browse page with filtered results
  • At least 5 prospect records in results
✓
Click a company name in the results table. Verify page navigates to company record detail view. Note current filters applied.
Expected: Company record detail page opens. All record data displayed.
✓
Click "Back" button or navigate back. Verify return to prospects browse with same filters applied. Verify previous row position preserved if possible.
Expected: Navigation returns to browse page. All previous filter settings intact.
✓
Test pagination if results exceed default page size (e.g., 50 records). Verify Next and Previous buttons work. Check page counter displays correctly.
Expected: Pagination controls function properly. Page indicator shows current page of total.
✓
Click column headers (Company Name, Date Added, LOI, Status) to test sorting. Verify ascending/descending arrows. Verify results re-order correctly.
Expected: Column sorting works bidirectionally. Arrow indicators show sort direction.
Bug Risk Areas
Company detail navigation not working from table
Back navigation losing previous filter state
Pagination controls missing or non-functional
Column sorting not reordering results correctly
Related JIRA

ABC-1125

E2E-2: Excel Exports
Test prospect list exports to Excel, prior member exports, and optional sponsor/staff column inclusion.
STAFF EXPORTS DATA
TC-2.1 Prospect List Excel Export HYBRID
E2E-2 Excel Exports > TC-2.1
Easy 8 min
Preconditions
  • Prospects browse page loaded
  • Filter to Prospects (non-prior members)
  • Export button accessible
✓
Filter to "Prospects" only (uncheck Prior Members). Click "Export Prospect List" button. Verify file download dialog appears.
Expected: Excel file (.xlsx) download initiated. File named appropriately (e.g., Prospects_[date].xlsx).
✓
Open downloaded Excel file. Verify columns match browse page results: Company Type, Status, LOI, Company Name, Phone, Primary Contact, Date Added, Recruit Status.
Expected: All expected columns present in Excel. No empty or truncated columns.
✓
Verify row count in Excel matches browse page count. Verify prior member records are NOT included in export.
Expected: Excel row count matches filtered results (excluding header). No prior member records visible.
Bug Risk Areas
Export file not generated or corrupted
Missing or extra columns in Excel output
Prior member records included despite filter
Data values truncated or misformatted in Excel
Related JIRA

ABC-1124

TC-2.2 Prior Members Excel Export HYBRID
E2E-2 Excel Exports > TC-2.2
Easy 8 min
Preconditions
  • Prospects browse page loaded
  • Filter to Prior Members only
  • At least 5 prior member records in system
✓
Filter to "Prior Members" only (check Prior Members type, uncheck Prospects). Click "Export Prior Members" button.
Expected: Excel file download initiated for prior members list.
✓
Open Excel file. Verify all columns present: Company Type, Status, LOI, Company Name, Phone, Primary Contact, Date Added. Verify data matches filtered browse results.
Expected: All expected columns in Excel. Column values match browse display.
✓
Verify all exported records have Type = "Prior Member". Verify row count matches browse page prior member count.
Expected: Only prior member records exported. Row count accurate.
Bug Risk Areas
Export includes non-prior-member records
Prior member indicator not visible/correct in export
Row count mismatch between browse and export
Columns missing or incorrectly formatted
Related JIRA

ABC-1121

TC-2.3 Export with Sponsors & Staff Columns HYBRID
E2E-2 Excel Exports > TC-2.3
Medium 12 min
Preconditions
  • Prospects browse with several records
  • Export options panel visible
✓
Before export, check "Include Sponsors" checkbox option. Click Export. Open Excel file and verify "Sponsor" column is appended at end.
Expected: Excel contains Sponsor column. Data populated for companies with sponsors.
✓
Export again, this time check "Include Staff" only (uncheck Sponsors). Verify "Staff" column appended. No Sponsor column present.
Expected: Excel contains Staff column, no Sponsor column.
✓
Export with both "Include Sponsors" AND "Include Staff" checked. Verify both columns present in Excel output.
Expected: Excel contains both Sponsor and Staff columns.
Bug Risk Areas
Include Sponsors checkbox not affecting export
Include Staff checkbox not affecting export
Both options checked but only one column appears
Column headers or data values incorrect
Related JIRA

ABC-1120 ABC-1119

E2E-3: Sort Export Options
Test export sorting by Sponsor and by Liaison. Verify Excel output reflects requested sort order.
STAFF EXPORTS DATA
TC-3.1 Sort Export by Sponsor HYBRID
E2E-3 Sort Export > TC-3.1
Medium 10 min
Preconditions
  • Prospects browse page with records that have sponsors
  • Export options accessible
✓
Select "Sort by Sponsor" option in export panel. Click "Export Prospect List". Download Excel file.
Expected: Excel file downloaded with sponsor sort option applied.
✓
Open Excel file. Verify records are sorted by Sponsor name in alphabetical order (A to Z). Check multiple rows to confirm sort is consistent.
Expected: All rows sorted by Sponsor alphabetically. No sponsor records (or nulls) at top or bottom as appropriate.
✓
Verify all expected columns still present in Excel. Data integrity maintained (no truncation). Row count matches browse results.
Expected: Sort does not affect data completeness or column presence.
Bug Risk Areas
Sort by Sponsor option not affecting export order
Records sorted incorrectly (not alphabetical)
Data truncated or corrupted during sorted export
Column count reduced when sort applied
Related JIRA

ABC-1118 ABC-2423

TC-3.2 Sort Export by Liaison HYBRID
E2E-3 Sort Export > TC-3.2
Medium 10 min
Preconditions
  • Prospects browse page with records that have liaisons
  • Export options accessible
✓
Select "Sort by Liaison" option in export panel. Click "Export Prospect List". Download Excel file.
Expected: Excel file downloaded with liaison sort applied.
✓
Open Excel file. Verify records are sorted by Liaison name in alphabetical order (A to Z). Spot-check multiple rows to confirm consistency.
Expected: All rows sorted by Liaison name alphabetically throughout file.
✓
Verify data integrity: all columns present, no truncation, row count matches browse page.
Expected: Export completeness and accuracy maintained.
Bug Risk Areas
Sort by Liaison option not applied to export
Records sorted incorrectly or inconsistently
Data loss or corruption during sorted export
Sort order reverts to default (not Liaison)
Related JIRA

ABC-1117

E2E-4: PDF Info Sheet Exports
Test prospect info sheet exports as PDF, prior member info sheets, and Notes integration when available.
STAFF EXPORTS DATA
TC-4.1 Prospect Info Sheet Export HYBRID
E2E-4 PDF Exports > TC-4.1
Medium 12 min
Preconditions
  • Prospects browse page with prospect records (non-prior members)
  • Export Info Sheet button accessible
✓
Filter to Prospects (non-prior). Click "Export Info Sheet" button. Verify PDF file download dialog appears.
Expected: PDF file generated and download initiated. File named appropriately.
✓
Open PDF file. Verify it contains prospect information per CHAD layout specification: company name, contact info, LOI, status, address, phone, primary contact.
Expected: PDF displays all key prospect fields per CHAD2 company record layout.
✓
Verify PDF is paginated for each record if multiple records exported. Verify page break between records. Check formatting is clean and professional.
Expected: Multi-record PDF is well-formatted with clear page breaks and readable layout.
Bug Risk Areas
PDF file not generated or corrupted
Missing or incomplete prospect information in PDF
PDF formatting broken (overlapping text, poor layout)
Page breaks missing between records
Related JIRA

ABC-1122 ABC-3486 ABC-1980

TC-4.2 Prior Member Info Sheet Export HYBRID
E2E-4 PDF Exports > TC-4.2
Medium 12 min
Preconditions
  • Prospects browse with prior member records
  • Prior members export button accessible
✓
Filter to Prior Members only. Click "Export Prior Members Info Sheet". Verify PDF download initiated.
Expected: Prior members PDF file downloaded successfully.
✓
Open PDF. Verify it contains prior member-specific data: company name, contact info, prior member indicator, membership history if applicable.
Expected: PDF displays all prior member specific information.
✓
Verify record count in PDF matches filtered prior member count. Verify formatting and layout are correct.
Expected: All prior members included. Layout is clean and professional.
Bug Risk Areas
Prior member PDF not generated
Non-prior-member records included in export
Prior member indicator missing or incorrect
PDF formatting issues or data corruption
Related JIRA

ABC-1123

TC-4.3 Info Sheet with Notes Integration MANUAL
E2E-4 PDF Exports > TC-4.3
Medium 15 min
Preconditions
  • Prospects with associated notes in system
  • Notes module enabled in CHAD2 instance
  • Export Info Sheet button visible
✓
Verify "Include Notes" checkbox option is present in export panel. Note: This is a placeholder if Notes module not yet integrated.
Expected: Option present and labeled clearly. Works if Notes module enabled.
✓
If Notes module available: check "Include Notes", export info sheet. Verify PDF includes notes for each prospect that has them.
Expected: Notes appear in PDF output below prospect details. Formatting preserves note content.
✓
If Notes not available: verify checkbox is disabled or shows informational message. Test standard export still works without notes.
Expected: Graceful handling when Notes module not available. Export functions normally.
Bug Risk Areas
Include Notes checkbox missing or non-functional
Notes not included in PDF despite checkbox checked
Notes formatting broken or unreadable in PDF
System crashes when Notes module not present
Related JIRA

ABC-514

E2E-5: Prospect Company Record Fields
View and edit prospect-specific fields on company records, manage lead source information, and test recruit status field.
STAFF CRUD DATA
TC-5.1 View/Edit Prospect Information HYBRID
E2E-5 Company Fields > TC-5.1
Medium 12 min
Preconditions
  • Prospect company record open in detail view
  • Prospect Information section visible
  • User has edit permission
✓
Navigate to company record detail. Scroll to Prospect Information section. Verify fields display: Level of Interest, Prior Member?, Prospect Status, Staff 1, Staff 2.
Expected: All expected fields visible. Current values displayed.
✓
Click to edit Level of Interest field. Change from current value (e.g., "hot" to "medium"). Click "Save".
Expected: Change saved successfully. Field updates immediately or after page refresh.
✓
Edit Prior Member? checkbox. Toggle value (yes to no or vice versa). Save. Verify change persisted.
Expected: Checkbox state saved and reflects on reload.
✓
Edit Staff 1 and Staff 2 fields (lookup/selection fields). Assign staff members. Save. Verify assignments appear on next view.
Expected: Staff assignments saved and visible on record reload.
Bug Risk Areas
Prospect Information section not displaying
Fields not editable or edit mode not activating
Changes not persisting after save
Staff lookup not returning valid selections
Related JIRA

ABC-857

TC-5.2 View/Edit Lead Source Information HYBRID
E2E-5 Company Fields > TC-5.2
Medium 15 min
Preconditions
  • Prospect company record open
  • Lead Source section visible
  • User has edit permission
✓
Scroll to Lead Source Information section. Verify multi-input fields visible: Source, Date, Note, Company. Verify existing lead source entries display correctly.
Expected: Lead source fields display with existing data (if any).
✓
Click "Add Lead Source" button. Enter: Source = "Referral", Date = today's date, Note = "Referred by ABC staff", Company = "Partner Corp". Click "Save".
Expected: New lead source entry created and saved. Appears in Lead Source list.
✓
Click to edit an existing lead source entry. Change Note field. Save. Verify change persisted and visible on next view.
Expected: Lead source edit saves successfully. Change reflected in list.
Bug Risk Areas
Lead Source section missing or not displaying
Add Lead Source button not functional
Multi-input fields not accepting input
New or edited entries not persisting
Related JIRA

ABC-857

TC-5.3 Recruit Status Field HYBRID
E2E-5 Company Fields > TC-5.3
Easy 10 min
Preconditions
  • Prospects browse page loaded with records
  • Recruit Status column visible in results table
✓
On Prospects browse page, verify Recruit Status column is visible. Click a company name to open record. Verify Recruit Status dropdown single-select field is present on company record.
Expected: Recruit Status field visible on both browse and detail pages.
✓
On company record detail, click Recruit Status dropdown. Select a new value (e.g., "In Progress" or "Not Recruiting"). Click "Save".
Expected: Status change saved. No errors on save.
✓
Navigate back to Prospects browse page. Locate the company record you just edited. Verify the Recruit Status column displays the new value you set.
Expected: Browse page Recruit Status column reflects the updated value from company record.
Bug Risk Areas
Recruit Status column missing from browse page
Recruit Status field missing from company record
Dropdown not functioning or not single-select
Status change not persisting to browse page
Related JIRA

ABC-857 ABC-3528

E2E-6: BEAM Club Integration
Manage company sponsors, verify point accrual and splitting. Test individual BEAM Club tab and chapter-level interface.
ADMIN BEAM INTEGRATION
TC-6.1 Company Sponsor Management HYBRID
E2E-6 BEAM Club > TC-6.1
Medium 15 min
Preconditions
  • Company record detail view open
  • BEAM Club / Sponsor section accessible
  • Individual records available for sponsor selection
✓
Navigate to company record. Scroll to BEAM Club / Sponsor section. Click "Add Sponsor". Select an individual as Sponsor 1. Save.
Expected: Sponsor 1 added successfully. Sponsor name displays in section.
✓
Verify BEAM point accrual for Sponsor 1. Navigate to the sponsor individual record. Check BEAM Club tab or account. Verify points awarded (typically 1 point per sponsor assignment).
Expected: Sponsor individual shows point credit. BEAM account reflects sponsor relationship.
✓
Return to company record. Click "Add Sponsor" again. Select a different individual as Sponsor 2. Verify point split: each sponsor should get 0.5 points (50/50 split).
Expected: Both sponsors added. Points split equally (0.5 each if using equal weighting).
Bug Risk Areas
Sponsor section not accessible or visible
Add Sponsor button not functional
Points not accrued or incorrect amount
Point splitting logic not working (single vs multiple sponsors)
Related JIRA

ABC-3375 ABC-3376

TC-6.2 Individual BEAM Club Tab HYBRID
E2E-6 BEAM Club > TC-6.2
Medium 12 min
Preconditions
  • Individual record with BEAM sponsorships open
  • BEAM Club tab accessible on individual record
✓
Navigate to an individual record with sponsor assignments. Click BEAM Club tab. Verify tab loads and displays BEAM-related information.
Expected: BEAM Club tab accessible and content loads.
✓
Verify point total displayed on BEAM Club tab. Verify value matches expected accrual from company sponsorships (should equal number of companies sponsored).
Expected: Point total visible and accurate. Reflects sponsorships correctly.
✓
Verify award level displayed (e.g., Gold, Silver, Bronze based on points). Verify sponsored companies list showing all companies where this individual is sponsor.
Expected: Award level calculated correctly. Company list complete and accurate.
Bug Risk Areas
BEAM Club tab not visible or not loading
Point total missing or incorrect
Award level not displayed or miscalculated
Sponsored companies list missing or incomplete
Related JIRA

ABC-3378

TC-6.3 Chapter BEAM Club Interface HYBRID
E2E-6 BEAM Club > TC-6.3
Medium 15 min
Preconditions
  • BEAM Club chapter management interface accessible
  • Chapter has multiple sponsors with points
  • User has admin access to BEAM functions
✓
Navigate to Chapter BEAM Club interface. Verify page displays list of all sponsors with accumulated point totals. Verify sorting (default or customizable).
Expected: Sponsor list displays with point totals. List is readable and well-formatted.
✓
Test filter options: filter by points range (e.g., 10-20 points). Filter by award level (e.g., show Gold only). Verify results update and display correctly.
Expected: Filters work properly. Results match filter criteria.
✓
Click "Export" or "Export Report" button. Download detailed BEAM Club report. Verify Excel or PDF contains sponsor names, points, award levels, and company lists.
Expected: Export successful. Report contains all expected columns and data.
Bug Risk Areas
Chapter BEAM interface not accessible
Sponsor list missing or incomplete
Point totals incorrect or not displayed
Filter functionality not working
Export not generating or missing data
Related JIRA

ABC-3379 ABC-3591

E2E-7: Permissions & Admin
Test permission levels (0-3), verify access restrictions, manage admin lookup tables, and verify module navigation.
ADMIN SECURITY GOVERNANCE
TC-7.1 Permission Level 0 — No Access MANUAL
E2E-7 Permissions > TC-7.1
Easy 8 min
Preconditions
  • User account with permission Level 0 available for testing
  • User logged in with Level 0 permission
✓
As Level 0 user, attempt to navigate to Prospects module via URL or main navigation. Verify access is denied or user is redirected.
Expected: Access denied message displayed OR user redirected to home/dashboard.
✓
Verify Prospects is NOT visible in main navigation menu. Verify no menu item or it is grayed out/disabled.
Expected: Prospects menu item absent or clearly disabled for Level 0 users.
✓
Attempt direct URL access to prospects page (e.g., /prospects or /prospects/browse). Verify denied message or redirect occurs.
Expected: No direct access granted. Security boundary enforced.
Bug Risk Areas
Prospects menu visible to Level 0 users
Direct URL access not prevented
No error/denial message displayed
Partial data visible before redirect
Related JIRA

ABC-772

TC-7.2 Permission Levels 1-3 MANUAL
E2E-7 Permissions > TC-7.2
Medium 20 min
Preconditions
  • Test users with Level 1, 2, and 3 permissions available
  • Each user logged in separately for testing
✓
As Level 1 user: Navigate to Prospects. Verify you can view prospect records. Attempt to edit a record. Verify edit is disabled or shows read-only.
Expected: Level 1 can view only. Edit functionality not available.
✓
As Level 2 user: Navigate to Prospects. Verify you can view AND edit prospect records. Edit a field, save. Verify change persists. Verify export functions available. Verify Admin area is NOT accessible.
Expected: Level 2 can view, edit, and export. Admin functions denied.
✓
As Level 3 user: Navigate to Prospects. Verify you can view and edit. Click to access Admin area or Admin functions. Verify Admin area/buttons are accessible.
Expected: Level 3 has full access including admin functions.
Bug Risk Areas
Level 1 can edit when they should only view
Level 2 can access admin when they shouldn't
Level 3 denied admin access when they should have it
Permission boundaries not enforced consistently
Related JIRA

ABC-772

TC-7.3 Admin Lookup Tables HYBRID
E2E-7 Permissions > TC-7.3
Medium 20 min
Preconditions
  • User has Level 3 (Admin) permission
  • Prospects Admin area accessible
✓
Navigate to Prospects Admin. Verify lookup table management sections visible: Prospect Status, Lead Source, Level of Interest.
Expected: All lookup table sections accessible in admin.
✓
Click "Manage Prospect Status". Add a new entry: Name = "In Final Discussion". Click "Save". Verify entry added to list.
Expected: New lookup value created and visible in management list.
✓
Manage Lead Source lookup. Add entry, edit existing entry, and test disable/delete on an unused entry. Verify changes reflect in dropdown when editing company records.
Expected: Lead Source lookup editable. Disabled entries not appear in company record dropdowns.
✓
Manage Level of Interest lookup. Add/edit/disable entries. Verify disabled entries do NOT appear in LOI dropdown on browse page or company records.
Expected: Disabled LOI values removed from UI dropdowns. Active values only display.
Bug Risk Areas
Lookup table sections not displaying in admin
Add/Edit/Delete operations not working
Disabled entries still appearing in dropdowns
Changes not persisting across module UI
Related JIRA

ABC-1403 ABC-1404 ABC-1405 ABC-1126

TC-7.4 Prospects Module Navigation HYBRID
E2E-7 Permissions > TC-7.4
Easy 10 min
Preconditions
  • User has Level 1+ permission to Prospects
  • Main navigation visible
✓
Verify main navigation displays Prospects menu item (for Level 1+ users). Click to expand. Verify sub-items visible: "Reporting" and "Admin" (if Level 3).
Expected: Prospects menu visible with correct sub-items based on user level.
✓
Click "Reporting" sub-item. Verify it navigates to Prospects landing/browse page (the main reporting view).
Expected: Navigation to Prospects browse/reporting page successful.
✓
If user is Level 3, click "Admin" sub-item. Verify it navigates to Prospects Admin area. If user is Level 1-2, verify "Admin" is not visible.
Expected: Admin link only visible to Level 3. Navigation works correctly.
Bug Risk Areas
Prospects menu item missing from navigation
Sub-items (Reporting, Admin) not displaying
Navigation links not functioning
Admin visible to non-Level-3 users
Related JIRA

ABC-983

ABC Prospects Module E2E Test Scripts — Last Updated: April 2026

21 Test Cases • 7 E2E Flows • Estimated Time: 190+ minutes

For updates or issues, reference JIRA tickets in test case notes.