Complete test flows covering referral navigation, request details, criteria selection, list generation, output options, and company profile tracking. 24 test cases across 7 flows.
E2E-1 Navigation 0/3
E2E-2 Request Details 0/4
E2E-3 Criteria 0/4
E2E-4 List Generation 0/3
E2E-5 Outputs 0/4
E2E-6 Chapter Profile 0/3
E2E-7 Portal 0/3
Navigation
Permissions
Access Control
TC-1.1Verify Referrals under Contacts module in navigation
Hybrid
E2E-1 / Navigation & Permissions
M
Medium Difficulty
⏱
5 min
Preconditions
User has valid ABC credentials with Contacts module access
User is logged into the CHAD2 platform
Navigation menu is expanded
Test Steps
Step 1
Locate and click on Contacts module in main navigation
Contacts module expands to reveal submenu options
Step 2
Verify Referrals appears as a submenu item under Contacts
Referrals link is visible, enabled, and properly styled with cyan accent
Step 3
Click on Referrals link
User navigates to Referrals module landing page; Contacts menu item and Referrals submenu are highlighted
Bug Risks
Referrals link missing or hidden in navigation menu
Incorrect menu hierarchy (Referrals not under Contacts)
Navigation styling inconsistency with other modules
Test navigation availability across different user roles with Contacts access. Verify no JavaScript console errors occur.
ABC-2655
TC-1.2Verify users without Contacts permissions cannot access Referrals
Hybrid
E2E-1 / Navigation & Permissions
M
Medium Difficulty
⏱
8 min
Preconditions
User account exists without Contacts module permission
User is logged into the CHAD2 platform
Navigation menu is visible
Test Steps
Step 1
Examine main navigation menu for Contacts module
Contacts module is either hidden or disabled (grayed out) in the navigation
Step 2
Attempt to navigate directly to Referrals via URL (e.g., /contacts/referrals)
User is redirected to access denied page or dashboard with appropriate error message
Step 3
Verify error message clarity and log any access attempts for audit trail
Referrals accessible without proper Contacts permission granted
Permission check not enforced at API level
Ambiguous or missing error messaging for denied access
Critical security test. Verify both UI-level hiding and backend permission enforcement. Check audit logs for access attempts.
ABC-2655
TC-1.3Verify referral creation interface loads with Step 1 visible
Hybrid
E2E-1 / Navigation & Permissions
M
Medium Difficulty
⏱
5 min
Preconditions
User has Contacts module permission
User navigated to Referrals module
Page is fully loaded (all assets retrieved)
Test Steps
Step 1
Verify page header displays "Create New Referral" or similar CTA
Header is visible with appropriate title; step indicator shows "Step 1 of 4"
Step 2
Verify Step 1: Request Details form loads with all fields visible
Company search field, requestor details, and project info fields are all rendered and interactive
Step 3
Verify form styling matches Referrals module cyan accent theme throughout
Cyan color scheme applied to form labels, borders, focus states, and interactive elements
Step 4
Verify Steps 2–4 are visible but disabled in navigation (grayed out or collapsed)
Step indicators show Steps 2–4 disabled; clicking them does not advance without completing Step 1
Bug Risks
Step 1 form fields not loading or partially rendered
Step progression logic broken; later steps accessible without completion
Styling inconsistencies with module theme
Verify no JavaScript errors in console on page load. Check page load time is under 3 seconds.
ABC-2655
Step 1
Request Details
Company Search
TC-2.1Search existing company via type-ahead; verify results match global search
Hybrid
E2E-2 / Request Details
M
Medium Difficulty
⏱
6 min
Preconditions
User is on Step 1: Request Details form
Company search field is visible and active
Multiple companies exist in the ABC database
Test Steps
Step 1
Click in Company Search field and type "ABC Corp" (partial match)
Type-ahead dropdown appears with matching companies within 500ms; shows results with company name, status, city, state
Step 2
Verify dropdown results match the global company search data (name, status Active/Inactive, city, state)
Results are consistent; clicking a company from dropdown pre-fills form with correct company details
Step 3
Clear the search and type a company code or unique identifier
Type-ahead still returns results; single result selected highlights and auto-fills form if only one match
Bug Risks
Type-ahead results do not match global search database
Performance issue: dropdown slow to render (>1000ms)
Missing or incorrect company metadata (status, location)
Special characters in company names break search
Test with partial names, company codes, and special characters. Monitor network requests to verify API call integrity and response times.
ABC-2656
TC-2.2Add new company not in database; verify created as prospect
Hybrid
E2E-2 / Request Details
M
Medium Difficulty
⏱
8 min
Preconditions
User is on Step 1: Request Details form
Company is not in the ABC database
"Add New Company" option or similar CTA is visible
Test Steps
Step 1
Type a company name not matching any results in the dropdown, then click "Add New Company" CTA
Modal or inline form appears with fields for Company Name, Phone, Email; all fields are mandatory
Step 2
Enter valid company details: Name="Acme Tech Ltd", Phone="555-1234", Email="info@acmetech.com"
Form accepts input; no validation errors; fields appear ready to submit
Step 3
Click Save button to create new company
Modal closes; new company appears in Step 1 form with Level=Hot, Status=Active automatically set
Step 4
Verify in backend/database that company record was created with expected attributes
Company record exists in database with Level=Hot, Status=Active, type=Prospect or similar designation
Bug Risks
Missing validation on email format or phone number
Company not persisted to database after save
Default Level and Status values not set correctly
Duplicate company creation if same data submitted twice
Verify database transaction integrity. Test edge cases: company name with special characters, invalid phone formats, non-standard email domains. Check audit log for company creation record.
Requestor Details section is visible with Name, Phone, Email fields
Fields are empty or pre-populated from user profile
Test Steps
Step 1
Enter requestor name "John Smith" and phone "555-0123" in respective fields
Fields accept input; no formatting errors; fields remain editable
Step 2
Enter invalid email "john@invalid" and attempt to move to next field (blur)
Email validation error appears inline: "Please enter a valid email address"; field remains focused with red border
Step 3
Clear email field and enter valid email "john.smith@example.com"
Email validation passes; error message disappears; field styling returns to normal
Bug Risks
Email validation regex does not handle standard email formats (e.g., +1 syntax, multi-part domains)
Validation error message not displayed or unclear
Phone number validation too strict or missing international format support
Form allows submission with invalid email (regression from ABC-2751)
ABC-2751 was a bug related to email validation here. Test edge cases: emails with +1 syntax, subdomains, accented characters in name. Verify validation occurs on both blur and submit.
ABC-2741ABC-2751
TC-2.4Enter Project Info required field; verify cannot proceed without it
Hybrid
E2E-2 / Request Details
M
Medium Difficulty
⏱
6 min
Preconditions
User has filled in Company and Requestor Details on Step 1
Project Info field is visible (marked as required with asterisk)
"Next" or "Continue to Step 2" button is visible
Test Steps
Step 1
Leave Project Info field empty and click "Next" button
Button is disabled or form submission is blocked; validation error appears: "Project Info is required"
Step 2
Enter Project Info text "Q2 Strategic Expansion Initiative"
Field accepts input; validation error clears (if present); field styling returns to normal
Step 3
Click "Next" button to proceed to Step 2
Form validates successfully; page transitions to Step 2: Criteria Selection; all Step 1 data is preserved
Bug Risks
Next button not disabled when Project Info is empty
Form allows submission without validation check
Required field marker (*) missing or not visible
Form data lost on transition to Step 2
Verify Project Info field accepts text input up to reasonable character limit (e.g., 500 chars). Test with whitespace-only input as well. Confirm step-back functionality preserves data.
ABC-2656
Step 2
Criteria Selection
Classification Codes
TC-3.1Select CSI codes with hierarchical drill-down; verify multiple selectable
Hybrid
E2E-3 / Criteria Selection
M
Medium Difficulty
⏱
8 min
Preconditions
User is on Step 2: Criteria Selection
CSI Code selector is visible with hierarchical structure (main categories, subcategories)
At least 3 CSI codes with subcategories are available
Test Steps
Step 1
Click on CSI tab/selector to open CSI code interface
CSI code tree displays with top-level categories; each category has expand arrow or similar CTA
Step 2
Expand a main CSI category (e.g., "Manufacturing") to reveal subcategories
Subcategories appear indented; each has its own checkbox or selection mechanism
Step 3
Select 2–3 different subcategories (e.g., "Automotive Suppliers", "Industrial Equipment")
Each selection is independently selectable; selected items show checked state; count or badge shows total selections
Step 4
Verify selections are retained and visible in a "Selected Codes" summary
Selected codes displayed in list or chip format; can be individually removed if needed
Bug Risks
Hierarchical tree not expanding properly or showing wrong subcategories
Multiple selections not allowed when they should be
Parent selection auto-selecting all children (or vice versa) without user intent
Selected codes not persisting if user switches criteria tabs
Test expanding/collapsing multiple categories simultaneously. Verify scroll behavior in deep hierarchies. Check that parent-child relationships are respected.
ABC-2657ABC-2745
TC-3.2Switch from CSI to NAICS; verify mutual exclusivity; then switch to Directory
Hybrid
E2E-3 / Criteria Selection
M
Medium Difficulty
⏱
8 min
Preconditions
User has CSI codes selected on Step 2
CSI tab/selector is active showing selected codes
NAICS and Directory Code tabs/selectors are visible
Test Steps
Step 1
With CSI codes selected, click on NAICS tab to switch criteria types
NAICS interface loads; user sees confirmation dialog or auto-clear warning; CSI selections are removed or marked for replacement
Step 2
Confirm clearing CSI selections and proceed with NAICS selection
NAICS selector is now active; CSI codes are cleared from criteria; can select NAICS codes
Step 3
Select a NAICS code, then click on Directory Codes tab
Directory Codes interface loads; NAICS selection is cleared; Directory Codes selector is now active
Step 4
Verify previous CSI and NAICS selections do not reappear or interfere with Directory selection
Only Directory Code selection is active; prior code selections are not mixed in results
Bug Risks
Switching tabs does not clear previous selections (mutual exclusivity broken)
No confirmation dialog when clearing substantial number of selections
Prior selections reappear after switching back to same tab
Mixed results showing codes from multiple classification systems
Test rapid tab switching to verify cleanup logic. Check API requests to confirm only one classification system is sent to backend. Verify UX messaging is clear about mutual exclusivity.
ABC-2657ABC-2746
TC-3.3Select multiple business designations AND regions simultaneously (independent)
Hybrid
E2E-3 / Criteria Selection
M
Medium Difficulty
⏱
7 min
Preconditions
User is on Step 2: Criteria Selection
Business Designations and Regions selectors are both visible
Multiple options available in each selector
Test Steps
Step 1
Click on Business Designations selector and select 2–3 options (e.g., "Minority Owned", "Women Owned", "Small Business")
Multiple selections are allowed and retained; chip or list view shows all selected designations
Step 2
While business designations remain selected, click on Regions selector and select 2–3 regions (e.g., "Northeast", "Midwest", "West Coast")
Region selections are independent; business designations are not affected or cleared; both are active simultaneously
Step 3
Verify summary or filter bar shows all selections from both Business Designations AND Regions
All selections visible in criteria summary; matching companies returned should satisfy ALL selected criteria (AND logic, not OR)
Bug Risks
Business Designations cleared when Region selector opened
Only OR logic applied instead of AND (too many results)
Selections in one multi-select affect others unintentionally
Criteria summary incomplete or missing selections
Test with CSI codes as the classification system. Verify that AND logic produces narrower result sets. Monitor network requests to confirm all selections are sent in the API call.
ABC-2657ABC-2933
TC-3.4Set dues category range (From/To) and click Generate Results
Hybrid
E2E-3 / Criteria Selection
M
Medium Difficulty
⏱
6 min
Preconditions
User is on Step 2: Criteria Selection
Dues Category range sliders or input fields are visible (From, To)
CSI codes or other classification criteria have been selected
Test Steps
Step 1
Set Dues Category From field to a minimum value (e.g., "Platinum" or "$500K+")
Field accepts value; slider or dropdown displays selection clearly
Step 2
Set Dues Category To field to a maximum value (e.g., "Diamond" or "$2M+")
Field accepts value; range is valid (From <= To); no validation errors
Step 3
Click "Generate Results" or "Next" button
Page transitions to Step 3: Referral List Generation; results table loads with companies matching all Step 2 criteria (CSI codes, regions, designations, dues category)
Bug Risks
Dues category range validation allows From > To without error
Generate Results button disabled when required criteria selected
Results do not filter by dues category; showing all companies regardless
Performance issue: results take >5 seconds to load
Test invalid ranges and verify error messaging. Monitor API request and response times. Verify result count decreases as range tightens. Test with no dues category filter (optional field).
User has completed Step 2 criteria selection and clicked Generate Results
Results table is loaded on Step 3 with 10+ matching companies
Table is fully rendered and interactive
Test Steps
Step 1
Verify table has columns in order: Company Name, Company Status, City/State, Codes (showing matching CSI/NAICS/Directory codes only), Company Narrative (toggle), Checkbox (Actions)
All columns present and correctly labeled; column headers are left-aligned for text, right-aligned for checkboxes
Step 2
Verify all checkboxes in the Actions column are checked by default
Every company row has checkbox checked; visual indicator is clear (checkmark or filled box)
Step 3
Verify Codes column displays only matching codes (e.g., if CSI was selected, show only matching CSI codes, not other classification systems)
Each company row shows relevant codes only; formatting is consistent (comma-separated or chip-style)
Bug Risks
Missing or mislabeled columns in results table
Checkboxes unchecked by default (expected to be checked)
Codes column shows all codes instead of only matching criteria
Company Narrative column missing or toggle not functional
Verify table is responsive on mobile view. Check column sorting behavior (if implemented). Verify Codes column displays appropriately for companies matching on multiple classification systems.
ABC-2658ABC-3290
TC-4.2Deselect companies, toggle narrative, return to criteria; verify preserved
Hybrid
E2E-4 / List Generation
M
Medium Difficulty
⏱
7 min
Preconditions
User is on Step 3 with results table loaded and all checkboxes checked
Company Narrative toggle is visible (header or per-row toggle)
"Return to Criteria" button is available
Test Steps
Step 1
Click checkboxes to deselect 2–3 specific companies in the results table
Checkboxes toggle to unchecked state; visual indication is clear; deselected companies highlighted or row styling adjusted
Step 2
Toggle Company Narrative column visibility (if toggle button exists)
Narrative column appears/disappears from table; deselections remain intact; no data loss
Step 3
Click "Return to Criteria" button to go back to Step 2
Page navigates back to Step 2; original CSI/NAICS/Directory selections, regions, business designations, and dues category range are all preserved
Step 4
Click "Generate Results" again to return to Step 3
Results table reloads; all previously deselected companies remain deselected; narrative toggle state is preserved
Bug Risks
Deselections lost when returning to criteria and regenerating results
Narrative toggle state not preserved across navigation
Step 2 criteria reset when clicking Return to Criteria
Performance degradation on return from Step 2
Test navigation back and forth multiple times to verify data persistence. Use browser dev tools to inspect session/localStorage for state management. Verify no console errors on return navigation.
ABC-2658
TC-4.3Click Compile List; deselected companies removed, checkboxes disabled, only active ABC members
Hybrid
E2E-4 / List Generation
M
Medium Difficulty
⏱
8 min
Preconditions
User is on Step 3 with results table displayed
2–3 companies are deselected (unchecked)
"Compile List" button is visible
Database contains mix of active ABC members and inactive/non-member companies
Test Steps
Step 1
Click "Compile List" button to finalize the referral list
Table is locked/read-only; progress indicator shows compilation in progress; deselected companies are removed from display
Step 2
Verify compilation completes and all remaining companies are active ABC members with status "Active"
Table displays only checked companies; all company statuses are "Active"; no inactive, lapsed, or non-member companies present (regression from ABC-2907)
Step 3
Verify checkboxes are disabled (grayed out, non-interactive) after compilation
Checkboxes show disabled state (visual indicator); attempting to click does nothing; list is locked
Step 4
Verify step progression: "Next" or "Proceed to Step 4" button enables to move to Output Options
Button is enabled and clickable; page can transition to Step 4 with compiled list intact
Bug Risks
Deselected companies not removed after Compile List (regression from ABC-2907)
Inactive or non-member companies included in final list
Checkboxes remain enabled and clickable after compilation
Compilation process fails silently or shows no indication of progress
ABC-2907 was a bug about inactive ABC members showing up. Monitor compile endpoint response to ensure proper filtering. Verify database flags and status codes correctly identify active members. Test with companies having lapsed memberships.
ABC-2907
Step 4
Output Options
Export
TC-5.1Export PDF (basic list); verify download contains expected data
Hybrid
E2E-5 / Output Options
M
Medium Difficulty
⏱
7 min
Preconditions
User is on Step 4: Output Options with compiled referral list
"Export to PDF" button with options (basic list, with narrative) is visible
Compiled list has 5+ companies
Test Steps
Step 1
Click "Export to PDF" and select "Basic List" option (without narrative text)
PDF generation starts; download button or progress indicator appears; file begins downloading
Step 2
Verify PDF download completes and file has meaningful name (e.g., "Referral_List_[Date].pdf")
File downloads to default downloads folder; filename includes referral context and timestamp
Step 3
Open PDF and verify contents: company names, status (Active/Inactive), city/state for each company
All compiled companies appear in PDF; data is accurate and matches table; company narrative text is NOT included
Bug Risks
PDF export fails or generates empty/blank PDF
Company data incomplete or incorrect in PDF
Filename generic or missing context
Narrative text included when "basic list" option selected
Test with 50+ companies to verify PDF rendering at scale. Check file size is reasonable. Verify PDF metadata includes creation date. Test special characters in company names.
ABC-2659ABC-2676
TC-5.2Export PDF with company narrative; verify narrative text included
Hybrid
E2E-5 / Output Options
M
Medium Difficulty
⏱
8 min
Preconditions
User is on Step 4: Output Options with compiled referral list
Compiled companies have narrative text in their profiles
"Export to PDF" button with narrative option is visible
Test Steps
Step 1
Click "Export to PDF" and select "Include Company Narrative" option
PDF generation starts; progress indicator or download button appears
Step 2
Verify PDF downloads with appropriate filename
File downloads to default folder with name like "Referral_List_with_Narrative_[Date].pdf"; file size noticeably larger than basic list PDF
Step 3
Open PDF and verify each company entry includes: name, status, city/state AND company narrative/description text
All companies present with full narrative text; formatting is readable; no narrative text truncated
Bug Risks
Narrative text missing from PDF despite option selected
Narrative text truncated or formatted poorly in PDF
PDF generation fails with narrative text (special characters issue)
File size indicates narrative not included
Test with companies having long narrative text (1000+ chars). Verify text wrapping and page breaks are appropriate. Check HTML to PDF conversion preserves formatting.
ABC-2659ABC-2677
TC-5.3Export Excel; verify data columns match compiled list
Hybrid
E2E-5 / Output Options
M
Medium Difficulty
⏱
7 min
Preconditions
User is on Step 4: Output Options with compiled referral list
Open Excel file and verify columns match Step 3 table: Company Name, Status, City/State, Codes, Company Narrative (if selected)
Header row has correct column names; data rows contain all companies; values match table exactly
Step 3
Verify row count matches number of compiled companies and all data is properly formatted in cells
Row count = number of companies + 1 header row; no data truncation or formatting issues; special characters display correctly
Bug Risks
Excel export fails or generates corrupted file
Column headers missing or incorrect
Data rows missing or incomplete
Special characters in company names cause corruption
Excel file size indicates data missing
Test with 100+ companies to verify Excel performance. Verify file can be opened in multiple spreadsheet applications (Excel, Google Sheets, LibreOffice). Check for proper XLSX format and not just CSV.
ABC-2659ABC-2678
TC-5.4Email to requesting company and referred companies; verify separate emails
Hybrid
E2E-5 / Output Options
M
Medium Difficulty
⏱
10 min
Preconditions
User is on Step 4: Output Options with compiled referral list (5+ companies)
Requestor email is valid (from Step 1)
"Email Options" with two choices visible: "Email to Requesting Company" and "Email to Each Referred Company"
Test Steps
Step 1
Click "Email to Requesting Company" and select basic list or narrative option
Modal closes; success message displays "Email sent to [email]"; transaction logged
Step 3
Select "Email to Each Referred Company" option
Confirmation modal appears showing compiled list count and note about sending individual emails to each referred company
Step 4
Click Send in the modal; verify backend sends individual email to each company in compiled list
Success message shows N emails sent (one per company); audit log records each email transaction separately
Bug Risks
Email fails to send silently (no error message)
Single email sent to all companies instead of individual emails
Requestor email not populated correctly from Step 1 data
Email template contains wrong company data (companies see each other's names)
Referred company emails not matched correctly or missing from database
Critical test. Verify email templates via email service logs (e.g., SendGrid, AWS SES). Check that referred companies receive emails with THEIR company name, not the requesting company. Test with 50+ referred companies to verify batch send performance. Verify bounce/delivery tracking.
ABC-2659ABC-2679ABC-2680ABC-2681ABC-2743ABC-2747
Company Profile
Chapter Site
History Tracking
TC-6.1Navigate to company profile; verify Referrals tab with two sections
Hybrid
E2E-6 / Chapter Profile
M
Medium Difficulty
⏱
6 min
Preconditions
User is logged in to CHAD2 chapter site with Contacts access
User navigates to a company profile page (either from Contacts or search)
Company has requested referrals or been included in referrals in the past
Test Steps
Step 1
Navigate to a company profile page via Contacts module
Company profile loads with overview, basic info, and tabs section
Referrals tab is visible and clickable; styled with cyan accent
Step 3
Click on Referrals tab to open
Two sections appear: "Requested Referrals" (referrals this company requested) and "Included in Referrals" (referrals this company was included in)
Bug Risks
Referrals tab missing from company profile
Tab click does not load content or returns error
Only one section visible instead of two
Styling inconsistent with module theme
Test with companies that have made requests and companies that have been referred. Verify tab is hidden for companies with no referral history (optional).
ABC-2660
TC-6.2Verify Requested Referrals table columns and per-record export functionality
Hybrid
E2E-6 / Chapter Profile
M
Medium Difficulty
⏱
8 min
Preconditions
User is on company profile Referrals tab
"Requested Referrals" section is visible with 1+ records
Referrals were created via E2E flow and are stored in database
All columns present with correct headers; data is populated for each referral record
Step 2
Click export icon/button on a referral record to export PDF (basic list)
PDF downloads with filename pattern like "Referral_[ProjectInfo]_[Date].pdf"; contains referral list data
Step 3
Click export icon again with "Include Narrative" option selected
PDF downloads with narrative option name in filename; PDF content includes company narrative text
Step 4
Click export icon and select "Excel" option
Excel file downloads with format "Referral_[ProjectInfo]_[Date].xlsx"; contains referral list data matching PDF
Bug Risks
Export button missing from table rows
Export options not offered or dropdown not functional
PDF/Excel generated from wrong referral record (off-by-one error)
Export data does not match original referral list
Test with referrals that have long project names. Verify exported data matches the specific record selected. Check that "Staff who processed" field is populated (if applicable) and visible in exports.
ABC-2660
TC-6.3Verify Included in Referrals table: Date, Project Info, Requesting Company
Hybrid
E2E-6 / Chapter Profile
M
Medium Difficulty
⏱
6 min
Preconditions
User is on company profile Referrals tab
"Included in Referrals" section is visible
Company has been included in at least one prior referral request
Test Steps
Step 1
Locate Included in Referrals section in the Referrals tab
Section is visible below "Requested Referrals"; shows table with referral records
Step 2
Verify table columns: Date, Project Info, Requesting Company Name
All three columns present with correct headers; data populated for each record
Step 3
Verify data accuracy: dates are correct, project info matches referral request, requesting company name is correct
All data fields match the referral records from database; no mismatched or duplicate records
Bug Risks
Included in Referrals section missing or hidden
Table columns incomplete or mislabeled
Requesting Company field shows wrong company name
Duplicate records shown in table
Test with companies included in multiple referral requests to verify no duplicates. Verify dates are formatted consistently. Check that requesting company name links to that company's profile (optional UX enhancement).
ABC-2660
Company Profile
Portal
Portal Settings
TC-7.1Login to portal; navigate to profile; verify Referrals section with two sub-sections
Hybrid
E2E-7 / Portal
M
Medium Difficulty
⏱
7 min
Preconditions
User has valid portal credentials (company account)
User is logged into the portal
Company profile or company info section is accessible from portal navigation
Test Steps
Step 1
Log in to the ABC portal with company account credentials
Portal dashboard loads; company account is authenticated
Step 2
Navigate to Company Profile or Company Info section from portal menu
Company profile page loads with overview, contact info, and content sections
Step 3
Verify Referrals section exists in company profile with two sub-sections: "Requested Referrals" and "Included in Referrals"
Both sub-sections visible; each with appropriate table/list showing referral records
Bug Risks
Portal authentication fails or redirects to chapter site
Company profile page not accessible from portal navigation
Referrals section missing from portal profile view
Only one sub-section visible instead of two
Test with different company user roles (admin, view-only). Verify portal layout is responsive. Check that portal UI differs appropriately from chapter site view.
ABC-2661
TC-7.2Verify portal display setting controls Included in Referrals visibility (ON/OFF)
Hybrid
E2E-7 / Portal
M
Medium Difficulty
⏱
8 min
Preconditions
User is logged into portal as company admin or settings-capable user
Company profile with Referrals section is accessible
Portal settings or display preferences page exists
Test Steps
Step 1
Navigate to portal settings or display preferences (typically in account/settings menu)
Settings page loads with various configuration options
Step 2
Locate setting for "Show Included in Referrals" or similar option; verify it has toggle (ON/OFF) or checkbox
Setting is visible and toggleable; current state is indicated
"Included in Referrals" sub-section is hidden/not displayed; only "Requested Referrals" is visible
Step 5
Toggle setting back to ON in settings page and save
Setting saves; return to profile; "Included in Referrals" section reappears
Bug Risks
Display setting not available in portal settings
Toggle does not persist; setting reverts on page reload
Included in Referrals section not hidden when setting is OFF
Setting change affects all companies (isolation issue)
Critical privacy/visibility test. Verify setting is per-company, not global. Test with multiple portal accounts to confirm isolation. Check that chapter site view is not affected by portal settings.
ABC-2661ABC-2987ABC-3634
TC-7.3Verify Requested Referrals export functionality in portal (PDF, Excel)
Hybrid
E2E-7 / Portal
M
Medium Difficulty
⏱
8 min
Preconditions
User is logged into portal
Company profile with Requested Referrals section is visible with 1+ records
Export buttons are available on referral records
Test Steps
Step 1
Click export button on a referral record and select "PDF (Basic List)"
PDF file downloads with appropriate filename; file size indicates data is present
Step 2
Open PDF and verify contents match the referral list (company names, status, city/state)
PDF contains accurate referral data; formatting is professional and readable
Step 3
Click export button again and select "PDF (With Narrative)"
PDF file downloads; file size is noticeably larger than basic list PDF
Step 4
Open narrative PDF and verify company narrative text is included
PDF contains all company data plus narrative text; formatting is readable and complete
Step 5
Click export button and select "Excel"
Excel file downloads with filename pattern; contains referral list data in spreadsheet format
Bug Risks
Export buttons missing or non-functional in portal view
PDF/Excel export options not offered or dropdown broken
Exported data incomplete or does not match referral record
Special characters in company names cause export failure
Verify portal export functionality matches chapter site behavior. Test with large referral lists (50+ companies) to verify performance. Check that exported files are accessible for download and not cached incorrectly.