[ { "Test ID": "GEN-001", "Module": "Login & Session", "Role / User": "All roles", "Scenario": "Valid login redirects to correct workspace", "Steps": "Login with System Admin, Firm Admin, Partner, Manager, Staff, Client and Consultant users.", "Expected Result": "Each role lands on its correct dashboard/workspace without error.", "Priority": "Critical", "Type": "Smoke", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Common" }, { "Test ID": "GEN-002", "Module": "Login & Session", "Role / User": "Manager / Branch Manager", "Scenario": "Manager direct landing", "Steps": "Login as Manager / Branch Manager.", "Expected Result": "User lands directly at /manager/dashboard.", "Priority": "High", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Common" }, { "Test ID": "GEN-003", "Module": "Login & Session", "Role / User": "Partner", "Scenario": "Partner direct landing", "Steps": "Login as Partner.", "Expected Result": "User lands at /partner/dashboard.", "Priority": "High", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Common" }, { "Test ID": "GEN-004", "Module": "Login & Session", "Role / User": "Client", "Scenario": "Client direct landing", "Steps": "Login as Client portal user.", "Expected Result": "User lands at /client/dashboard.", "Priority": "High", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Common" }, { "Test ID": "GEN-005", "Module": "Login & Session", "Role / User": "Consultant", "Scenario": "Consultant direct landing", "Steps": "Login as Consultant.", "Expected Result": "User lands at /consultant/dashboard.", "Priority": "High", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Common" }, { "Test ID": "GEN-006", "Module": "Header/Layout", "Role / User": "All firm users", "Scenario": "Header firm/branch display", "Steps": "Open any page after login.", "Expected Result": "Header shows Firm Name and Branch Name, not raw tenant/branch IDs.", "Priority": "Medium", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Common" }, { "Test ID": "GEN-007", "Module": "Sidebar", "Role / User": "Staff", "Scenario": "Staff menu restriction", "Steps": "Login as normal staff and view sidebar.", "Expected Result": "Core Setup, Platform/Documents, full Documents agent menu and firm admin menus are hidden.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Common" }, { "Test ID": "GEN-008", "Module": "Sidebar", "Role / User": "Firm Admin", "Scenario": "Menu order", "Steps": "Login as Firm Admin and verify sidebar order.", "Expected Result": "Order is My Workspace, Team Workspace, Billing, Team Administration, Firm Administration, Core Setup as applicable.", "Priority": "Medium", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Common" }, { "Test ID": "GEN-009", "Module": "Alerts", "Role / User": "All roles", "Scenario": "Alert page access", "Steps": "Open /alerts.", "Expected Result": "User sees only their own alerts and can mark as read.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Common" }, { "Test ID": "GEN-010", "Module": "Alerts", "Role / User": "All roles", "Scenario": "Popup polling", "Steps": "Keep any page open while unread alert exists or create new alert.", "Expected Result": "Toast popup appears and unread count logic works without showing top header Alerts button.", "Priority": "Medium", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Common" }, { "Test ID": "GEN-011", "Module": "CSRF", "Role / User": "All roles", "Scenario": "HTML POST CSRF", "Steps": "Submit key forms with missing/invalid CSRF token.", "Expected Result": "Request is rejected or redirected safely; no data change.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Common" }, { "Test ID": "GEN-012", "Module": "Unauthorized URL access", "Role / User": "All roles", "Scenario": "Direct URL access control", "Steps": "Paste URLs for another role directly.", "Expected Result": "User is denied or redirected; no restricted data shown.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Common" }, { "Test ID": "GEN-013", "Module": "Validation", "Role / User": "All roles", "Scenario": "Blank/invalid form submission", "Steps": "Submit blank or invalid forms on key pages.", "Expected Result": "Clear validation error shown; no server 500.", "Priority": "Medium", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Common" }, { "Test ID": "GEN-014", "Module": "Audit / Logs", "Role / User": "All roles", "Scenario": "Permission denied events logged", "Steps": "Attempt blocked action and check audit log.", "Expected Result": "Event logged correctly without exposing secrets.", "Priority": "Medium", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Common" }, { "Test ID": "GEN-015", "Module": "Search / Filter", "Role / User": "All roles", "Scenario": "List page search, filter, pagination", "Steps": "Use search/filter/pagination on client, employee, service list pages.", "Expected Result": "Works without data leakage across tenant/branch.", "Priority": "Medium", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Common" }, { "Test ID": "GEN-016", "Module": "Imports", "Role / User": "All roles", "Scenario": "Upload invalid Excel/file on any import", "Steps": "Upload malformed or wrong-format file on any import screen.", "Expected Result": "Rejected with row-level errors; no partial commit.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Common" }, { "Test ID": "CL-001", "Module": "Clients", "Role / User": "Firm Admin", "Scenario": "Create firm-managed client", "Steps": "Create client from Firm Admin with PAN/GSTIN/contact/address/branch/partner.", "Expected Result": "Client is created under active firm/branch and appears in client list.", "Priority": "Critical", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Clients" }, { "Test ID": "CL-002", "Module": "Clients", "Role / User": "Partner", "Scenario": "Create partner client", "Steps": "Create client as Partner.", "Expected Result": "Client is linked to same firm and partner by default/available partner logic.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Clients" }, { "Test ID": "CL-003", "Module": "Clients", "Role / User": "System Admin", "Scenario": "Cross-tenant client view", "Steps": "Login as System Admin and view clients.", "Expected Result": "Can view all clients across tenants where designed, with clear firm context.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Clients" }, { "Test ID": "CL-004", "Module": "Clients", "Role / User": "Firm Admin", "Scenario": "No cross-tenant client leakage", "Steps": "Login as Firm Admin and view clients.", "Expected Result": "Only clients belonging to that firm are visible.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Clients" }, { "Test ID": "CL-005", "Module": "Clients", "Role / User": "Partner", "Scenario": "Partner scoping", "Steps": "Login as Partner and view clients.", "Expected Result": "Partner sees own assigned clients only unless higher permission exists.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Clients" }, { "Test ID": "CL-006", "Module": "Clients", "Role / User": "Staff", "Scenario": "Staff client visibility", "Steps": "Login as staff and access client list/direct client URL.", "Expected Result": "Staff only sees clients linked through assigned work or is blocked as per permission.", "Priority": "High", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Clients" }, { "Test ID": "CL-007", "Module": "Clients", "Role / User": "Consultant", "Scenario": "Consultant client visibility", "Steps": "Login as Consultant and view clients.", "Expected Result": "Consultant sees only linked consultant clients.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Clients" }, { "Test ID": "CL-008", "Module": "Clients", "Role / User": "Firm Admin", "Scenario": "Client user auto-creation", "Steps": "Create client with valid email.", "Expected Result": "Client portal user is mandatorily created/linked as per current business logic.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Clients" }, { "Test ID": "CL-009", "Module": "Clients", "Role / User": "Client", "Scenario": "Client portal login after creation", "Steps": "Login as auto-created client user or invite-created user.", "Expected Result": "Client can access /client/dashboard and sees only own compliance/documents/messages.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Clients" }, { "Test ID": "CL-010", "Module": "Clients", "Role / User": "Firm Admin", "Scenario": "PAN validation by entity type", "Steps": "Create client with various entity types and PAN formats.", "Expected Result": "PAN validation accepts/rejects correctly per entity.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Clients" }, { "Test ID": "CL-011", "Module": "Clients", "Role / User": "Firm Admin", "Scenario": "GSTIN validation state/PAN format", "Steps": "Enter GSTIN values.", "Expected Result": "GSTIN validated for state code and embedded PAN match.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Clients" }, { "Test ID": "CL-012", "Module": "Clients", "Role / User": "Firm Admin", "Scenario": "Additional fields save", "Steps": "Fill CIN/LLPIN/TAN/MSME/IEC/alternate mobile/email/risk category/onboarding date.", "Expected Result": "All fields saved correctly and appear in detail view.", "Priority": "Medium", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Clients" }, { "Test ID": "CL-013", "Module": "Clients", "Role / User": "Firm Admin", "Scenario": "Bulk import clients", "Steps": "Upload valid client import file.", "Expected Result": "Clients are imported with tenant/branch/partner scope and validation errors shown.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Clients" }, { "Test ID": "CL-014", "Module": "Clients", "Role / User": "Firm Admin", "Scenario": "Duplicate client protection", "Steps": "Try duplicate PAN/GSTIN/client code within firm.", "Expected Result": "System prevents duplicate or shows clear validation message.", "Priority": "High", "Type": "Negative", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Clients" }, { "Test ID": "CL-015", "Module": "Clients", "Role / User": "Client", "Scenario": "Client profile update restriction", "Steps": "Client tries to edit restricted firm-controlled fields.", "Expected Result": "Only permitted profile/contact fields are editable; internal classification remains protected.", "Priority": "High", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Clients" }, { "Test ID": "SVC-001", "Module": "Services", "Role / User": "System Admin", "Scenario": "Create service catalogue", "Steps": "Create service category and catalogue service.", "Expected Result": "Catalogue service is created and visible system-wide.", "Priority": "Critical", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Services" }, { "Test ID": "SVC-002", "Module": "Services", "Role / User": "System Admin", "Scenario": "Import service catalogue and default tasks", "Steps": "Use service import/bulk import if enabled.", "Expected Result": "Catalogue and default task templates are imported with validation.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Services" }, { "Test ID": "SVC-003", "Module": "Services", "Role / User": "Firm Admin", "Scenario": "View service catalogue", "Steps": "Open /services/catalogue.", "Expected Result": "Firm Admin can view catalogue without 303 redirect/permission error.", "Priority": "Critical", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Services" }, { "Test ID": "SVC-004", "Module": "Services", "Role / User": "Firm Admin", "Scenario": "Select service for firm", "Steps": "From catalogue/list/detail click Select for Firm.", "Expected Result": "Service becomes enabled for firm and appears in Firm Services.", "Priority": "Critical", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Services" }, { "Test ID": "SVC-005", "Module": "Services", "Role / User": "Firm Admin", "Scenario": "Disable service for firm", "Steps": "Disable previously selected firm service.", "Expected Result": "Service is inactive/disabled for firm but catalogue remains unchanged.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Services" }, { "Test ID": "SVC-006", "Module": "Services", "Role / User": "Firm Admin", "Scenario": "Customize firm tasks", "Steps": "Open /services/templates/{catalogue_id}.", "Expected Result": "Firm Admin can copy default tasks and add/edit firm-level templates.", "Priority": "Critical", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Services" }, { "Test ID": "SVC-007", "Module": "Services", "Role / User": "Partner", "Scenario": "Partner task template access", "Steps": "Open firm task templates as Partner if permitted.", "Expected Result": "Partner can view/customise only permitted firm task templates.", "Priority": "Medium", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Services" }, { "Test ID": "SVC-008", "Module": "Services", "Role / User": "Firm Admin", "Scenario": "System-only controls hidden", "Steps": "Check Create Catalogue Service/System Default Tasks.", "Expected Result": "These actions are hidden/blocked for Firm Admin; System Admin only.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Services" }, { "Test ID": "SVC-009", "Module": "Services", "Role / User": "Firm Admin", "Scenario": "Service categories view", "Steps": "Open /services/categories.", "Expected Result": "Firm Admin can view categories; creation/edit remains System Admin only.", "Priority": "Medium", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Services" }, { "Test ID": "SVC-010", "Module": "Services", "Role / User": "Firm Admin", "Scenario": "Client service assignment", "Steps": "Assign firm-enabled services to one or more clients.", "Expected Result": "Subscriptions are created with correct firm/branch/client scope.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Services" }, { "Test ID": "SVC-011", "Module": "Services", "Role / User": "Firm Admin", "Scenario": "Bulk service assignment", "Steps": "Import client-service assignment file.", "Expected Result": "Rows validate service enabled status, client scope and duplicates.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Services" }, { "Test ID": "SVC-012", "Module": "Services", "Role / User": "Firm Admin", "Scenario": "Task template detail page", "Steps": "Open /services/templates/2 or valid id.", "Expected Result": "Page renders task template detail, not engagement detail; no 'row undefined' error.", "Priority": "Critical", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Services" }, { "Test ID": "SVC-013", "Module": "Services", "Role / User": "Partner/Staff", "Scenario": "Access as per permission", "Steps": "Access service management pages with different roles.", "Expected Result": "Each role sees only permitted actions; write actions blocked for read-only roles.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Services" }, { "Test ID": "SVC-014", "Module": "Services", "Role / User": "Firm Admin", "Scenario": "Duplicate subscription prevention", "Steps": "Assign same service to same client twice.", "Expected Result": "Prevented or handled safely with validation message.", "Priority": "High", "Type": "Negative", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Services" }, { "Test ID": "WK-001", "Module": "Staff Workspace", "Role / User": "Staff", "Scenario": "My Workspace dashboard", "Steps": "Open /employee/dashboard.", "Expected Result": "Dashboard shows workspace tabs and no duplicate unnecessary buttons.", "Priority": "Medium", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Workspaces" }, { "Test ID": "WK-002", "Module": "Staff Workspace", "Role / User": "Staff", "Scenario": "My Work board", "Steps": "Open /employee/work.", "Expected Result": "Assigned work appears in Pending/In Progress/Blocked/Completed grouping.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Workspaces" }, { "Test ID": "WK-003", "Module": "Unified Work Detail", "Role / User": "Staff", "Scenario": "Open work detail", "Steps": "Click work card to /work/engagements/{id}.", "Expected Result": "Staff sees own tasks, documents side panel and permitted communication.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Workspaces" }, { "Test ID": "WK-004", "Module": "Unified Work Detail", "Role / User": "Manager", "Scenario": "Manager open work detail", "Steps": "Click team work card.", "Expected Result": "Manager sees team assignment view and permitted status/priority updates.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Workspaces" }, { "Test ID": "WK-005", "Module": "Unified Work Detail", "Role / User": "Partner", "Scenario": "Partner open engagement detail", "Steps": "Click review board item.", "Expected Result": "Partner sees engagement wording, tasks, documents, review actions if implemented.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Workspaces" }, { "Test ID": "WK-006", "Module": "Unified Work Detail", "Role / User": "Client", "Scenario": "Client open compliance/service detail", "Steps": "Click compliance item.", "Expected Result": "Client sees service/compliance-safe data only, no internal notes.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Workspaces" }, { "Test ID": "WK-007", "Module": "Unified Work Detail", "Role / User": "Consultant", "Scenario": "Consultant open assignment detail", "Steps": "Click consultant assignment.", "Expected Result": "Consultant sees only referred/shared work and shared documents.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Workspaces" }, { "Test ID": "WK-008", "Module": "Documents", "Role / User": "Staff/Manager/Partner", "Scenario": "Engagement documents side panel", "Steps": "Open unified detail with documents.", "Expected Result": "Relevant engagement documents appear; downloads respect permission and role visibility.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Workspaces" }, { "Test ID": "WK-009", "Module": "Communication", "Role / User": "All roles", "Scenario": "Communication visibility", "Steps": "Add internal/client/consultant comments.", "Expected Result": "Internal notes hidden from client/consultant; client-visible notes visible to client only where allowed.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Workspaces" }, { "Test ID": "WK-010", "Module": "Task Status", "Role / User": "Staff", "Scenario": "Task status update", "Steps": "Move/update task status from detail page.", "Expected Result": "Status saves and appears correctly on staff/manager/partner boards.", "Priority": "High", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Workspaces" }, { "Test ID": "MP-001", "Module": "Manager Workspace", "Role / User": "Manager", "Scenario": "Manager dashboard", "Steps": "Open /manager/dashboard.", "Expected Result": "Shows total, unassigned, in progress, blocked, overdue, completed and team snapshot.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Manager_Partner" }, { "Test ID": "MP-002", "Module": "Manager Workspace", "Role / User": "Manager", "Scenario": "Team Work Board", "Steps": "Open /manager/work.", "Expected Result": "Shows team task columns and manager actions.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Manager_Partner" }, { "Test ID": "MP-003", "Module": "Manager Workspace", "Role / User": "Manager", "Scenario": "Detailed Allocation", "Steps": "Open /employees/work.", "Expected Result": "Manager top tabs visible and active; allocation functions available.", "Priority": "Medium", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Manager_Partner" }, { "Test ID": "MP-004", "Module": "Manager Workspace", "Role / User": "Manager", "Scenario": "Engagement Progress", "Steps": "Open /employees/progress.", "Expected Result": "Manager top tabs visible; progress renders without get_db or row errors.", "Priority": "High", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Manager_Partner" }, { "Test ID": "MP-005", "Module": "Manager Workspace", "Role / User": "Manager", "Scenario": "Team attendance", "Steps": "Open /employees/attendance.", "Expected Result": "Manager can view team attendance only for permitted branch/team.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Manager_Partner" }, { "Test ID": "MP-006", "Module": "Manager Workspace", "Role / User": "Manager", "Scenario": "Team leave", "Steps": "Open /employees/leave.", "Expected Result": "Manager can view/approve/act only within permitted branch/team.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Manager_Partner" }, { "Test ID": "MP-007", "Module": "Partner Workspace", "Role / User": "Partner", "Scenario": "Partner dashboard", "Steps": "Open /partner/dashboard.", "Expected Result": "Partner dashboard summary loads.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Manager_Partner" }, { "Test ID": "MP-008", "Module": "Partner Workspace", "Role / User": "Partner", "Scenario": "Review board", "Steps": "Open /partner/reviews.", "Expected Result": "Shows pending review, blocked and overdue engagement items.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Manager_Partner" }, { "Test ID": "MP-009", "Module": "Partner Workspace", "Role / User": "Partner", "Scenario": "My Clients", "Steps": "Open /partner/clients.", "Expected Result": "Partner sees own client portfolio only unless higher permission exists.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Manager_Partner" }, { "Test ID": "MP-010", "Module": "Partner Workspace", "Role / User": "Partner", "Scenario": "Review actions", "Steps": "Approve/send rework/request clarification from engagement detail.", "Expected Result": "Review note is saved to task communication and status updates correctly.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Manager_Partner" }, { "Test ID": "CON-001", "Module": "Consultants", "Role / User": "Firm Admin", "Scenario": "Create consultant", "Steps": "Create consultant master/profile.", "Expected Result": "Consultant user/profile is created/linked and visible in Consultant List.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Consultants_Leads" }, { "Test ID": "CON-002", "Module": "Consultant Portal", "Role / User": "Consultant", "Scenario": "Consultant dashboard", "Steps": "Login as consultant.", "Expected Result": "Consultant lands at /consultant/dashboard with portal tabs.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Consultants_Leads" }, { "Test ID": "CON-003", "Module": "Consultant Portal", "Role / User": "Consultant", "Scenario": "My Work Board", "Steps": "Open /consultant/work.", "Expected Result": "Only referred/assigned consultant-visible tasks appear.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Consultants_Leads" }, { "Test ID": "CON-004", "Module": "Consultant Portal", "Role / User": "Consultant", "Scenario": "Assignment detail", "Steps": "Open /consultant/assignments/{task_id} or unified detail link.", "Expected Result": "Consultant can view assignment and submit reply/update without internal data exposure.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Consultants_Leads" }, { "Test ID": "CON-005", "Module": "Consultant Portal", "Role / User": "Consultant", "Scenario": "Shared documents", "Steps": "Open /consultant/documents.", "Expected Result": "Only shared/allowed documents are listed.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Consultants_Leads" }, { "Test ID": "CON-006", "Module": "Consultants", "Role / User": "Consultant", "Scenario": "Service request/lead creation", "Steps": "Consultant creates service request/lead for a client needing audit/filing from firm.", "Expected Result": "Lead/request is captured and visible to firm in Consultant Service Requests.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Consultants_Leads" }, { "Test ID": "CON-007", "Module": "Consultants", "Role / User": "Firm Admin/Partner", "Scenario": "Lead conversion", "Steps": "Firm reviews consultant-generated service request and converts/links it to client/service/engagement.", "Expected Result": "Conversion request status updates and no duplicate client is created unless intentionally approved.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Consultants_Leads" }, { "Test ID": "CON-008", "Module": "Consultants", "Role / User": "Consultant", "Scenario": "Bookkeeping client to audit firm referral", "Steps": "Consultant managing bookkeeping refers same client to audit firm for audit.", "Expected Result": "Firm receives referral; consultant cannot access audit engagement unless shared.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Consultants_Leads" }, { "Test ID": "CON-009", "Module": "Consultants", "Role / User": "Firm Admin", "Scenario": "Consultant menu entries", "Steps": "Open Firm Administration \u2192 Consultants.", "Expected Result": "Consultant List, Add Consultant, Service Requests, Conversions are available if permissions allow.", "Priority": "Medium", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Consultants_Leads" }, { "Test ID": "CON-010", "Module": "Consultants", "Role / User": "Negative", "Scenario": "Cross-client consultant leakage", "Steps": "Consultant attempts direct URL to another consultant/client assignment.", "Expected Result": "Access blocked or returns not found.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Consultants_Leads" }, { "Test ID": "CON-011", "Module": "Consultants", "Role / User": "Consultant", "Scenario": "Consultant cannot edit plan/limits", "Steps": "Attempt to edit firm plan or conversion limits as Consultant.", "Expected Result": "Blocked; only Firm Admin can manage these.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Consultants_Leads" }, { "Test ID": "CON-012", "Module": "Consultants", "Role / User": "Firm Admin", "Scenario": "Duplicate consultant email/mobile", "Steps": "Try creating consultant with duplicate email/mobile.", "Expected Result": "Validation warning or prevention shown.", "Priority": "Medium", "Type": "Negative", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Consultants_Leads" }, { "Test ID": "CON-013", "Module": "Consultants", "Role / User": "Staff/Client", "Scenario": "Staff or client direct access to consultant admin URL", "Steps": "Login as Staff or Client and open /consultants admin URLs.", "Expected Result": "Blocked; unauthorized access redirected.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Consultants_Leads" }, { "Test ID": "CON-014", "Module": "Consultants", "Role / User": "Firm Admin", "Scenario": "Approve/reject service request with notes", "Steps": "Review service request and approve or reject with reason.", "Expected Result": "Status and reason saved correctly.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Consultants_Leads" }, { "Test ID": "CON-015", "Module": "Consultants", "Role / User": "Firm Admin", "Scenario": "Approve/reject conversion request", "Steps": "Firm approves or rejects conversion.", "Expected Result": "Firm client created/linked or rejected without duplicates.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Consultants_Leads" }, { "Test ID": "CP-001", "Module": "Client Portal", "Role / User": "Client", "Scenario": "Client dashboard", "Steps": "Open /client/dashboard.", "Expected Result": "Overview shows compliance summary and portal tabs.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Client_Portal" }, { "Test ID": "CP-002", "Module": "Client Portal", "Role / User": "Client", "Scenario": "My Compliance", "Steps": "Open /client/compliance.", "Expected Result": "Shows Pending from Client / With Firm / Clarification Required / Filed Completed style statuses.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Client_Portal" }, { "Test ID": "CP-003", "Module": "Client Portal", "Role / User": "Client", "Scenario": "Service detail", "Steps": "Open /client/engagements/{id} or unified detail.", "Expected Result": "Client sees service status, required actions, shared docs and messages only.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Client_Portal" }, { "Test ID": "CP-004", "Module": "Client Portal", "Role / User": "Client", "Scenario": "Document upload/download", "Steps": "Open /client/documents.", "Expected Result": "Client can view/upload/download allowed documents; internal documents hidden.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Client_Portal" }, { "Test ID": "CP-005", "Module": "Client Portal", "Role / User": "Client", "Scenario": "Messages", "Steps": "Open /client/messages and reply to clarification.", "Expected Result": "Reply is saved and visible to firm users with proper visibility.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Client_Portal" }, { "Test ID": "CP-006", "Module": "Client Portal", "Role / User": "Client", "Scenario": "Profile", "Steps": "Open /client/profile.", "Expected Result": "Profile loads with client tabs and permitted fields only.", "Priority": "Medium", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Client_Portal" }, { "Test ID": "CP-007", "Module": "Client Portal", "Role / User": "Client", "Scenario": "Alerts", "Steps": "Open /alerts from client portal.", "Expected Result": "Only client alerts shown.", "Priority": "High", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Client_Portal" }, { "Test ID": "EMP-001", "Module": "Employees", "Role / User": "Firm Admin/Manager", "Scenario": "Create employee", "Steps": "Create staff/manager/partner-linked employee.", "Expected Result": "Employee profile and user relationship is created as per business logic.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-002", "Module": "Employees", "Role / User": "Firm Admin", "Scenario": "Create employee with linked user", "Steps": "Create employee and link to existing user.", "Expected Result": "User linked correctly.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-003", "Module": "Employees", "Role / User": "Firm Admin", "Scenario": "Filter linked/unlinked employees", "Steps": "Use filter on employee list.", "Expected Result": "Shows correct filtered set.", "Priority": "Medium", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-004", "Module": "Employees", "Role / User": "Firm Admin", "Scenario": "Change employee status", "Steps": "Change status to active/inactive/relieved.", "Expected Result": "Status updated and access adjusted accordingly.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-005", "Module": "Employees", "Role / User": "Staff", "Scenario": "My profile", "Steps": "Open /employee/profile.", "Expected Result": "Profile opens with My Workspace top menu and no page compression.", "Priority": "Medium", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-006", "Module": "Employees", "Role / User": "Staff", "Scenario": "My Workspace dashboard", "Steps": "Open /employee/dashboard.", "Expected Result": "Dashboard loads with workspace tabs.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-007", "Module": "Employees", "Role / User": "Staff", "Scenario": "My attendance", "Steps": "Open /employee/attendance and punch in/out.", "Expected Result": "Location permission prompt/geolocation flow works if configured; timestamps show correctly.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-008", "Module": "Employees", "Role / User": "Staff", "Scenario": "My leave", "Steps": "Open /employee/leave.", "Expected Result": "Workspace tabs visible; no unnecessary buttons.", "Priority": "Medium", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-009", "Module": "Employees", "Role / User": "Manager", "Scenario": "Employee master scoping", "Steps": "Open /employees as Manager/Branch Manager.", "Expected Result": "Manager sees employees only for permitted tenant/branch.", "Priority": "High", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-010", "Module": "Employees", "Role / User": "Firm Admin", "Scenario": "Leave types/balances", "Steps": "Open leave setup/balances.", "Expected Result": "Setup pages work and are visible under Team Administration as permitted.", "Priority": "Medium", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-011", "Module": "Employees", "Role / User": "Firm Admin", "Scenario": "Employee documents", "Steps": "Open employee documents and document types.", "Expected Result": "Employee HR documents are separate from engagement documents and permission-controlled.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-012", "Module": "Employees", "Role / User": "Firm Admin", "Scenario": "Onboarding/offboarding", "Steps": "Open employee lifecycle pages.", "Expected Result": "Onboarding/offboarding flows render and permissions apply.", "Priority": "Medium", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-013", "Module": "Payroll", "Role / User": "Firm Admin/Allowed role", "Scenario": "Payroll pages", "Steps": "Open salary structures, runs, payslips.", "Expected Result": "Visible only to payroll-permitted users and CRUD/actions work.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-014", "Module": "Employees", "Role / User": "Staff", "Scenario": "Forbidden HR pages", "Steps": "Staff tries /employees or payroll admin URLs.", "Expected Result": "Blocked/redirected without data leakage.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-015", "Module": "Attendance", "Role / User": "Firm Admin", "Scenario": "Branch timezone saved", "Steps": "Set branch timezone to Asia/Kolkata.", "Expected Result": "Saved correctly and punch times reflect branch local time.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-016", "Module": "Attendance", "Role / User": "Staff", "Scenario": "Punch within geofence", "Steps": "Employee punches within 100m geofence.", "Expected Result": "Auto-approved.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-017", "Module": "Attendance", "Role / User": "Staff", "Scenario": "Punch outside geofence", "Steps": "Employee punches outside 100m / geolocation denied.", "Expected Result": "Marked pending approval / OD.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-018", "Module": "Attendance", "Role / User": "Manager/Admin", "Scenario": "Late/half-day/weekly-off rules", "Steps": "Configure rules and create attendance records.", "Expected Result": "Rules applied correctly.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-019", "Module": "Attendance", "Role / User": "Manager/Admin", "Scenario": "Approve OD", "Steps": "Branch Manager/Partner/Admin approves OD request.", "Expected Result": "Status approved.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-020", "Module": "Leave", "Role / User": "Staff", "Scenario": "Apply leave and balance validation", "Steps": "Employee applies leave; balance checked.", "Expected Result": "Request created; balance validated; error if insufficient.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-021", "Module": "Leave", "Role / User": "Manager/Admin", "Scenario": "Approve/reject leave", "Steps": "Approve or reject leave request.", "Expected Result": "Balance updated only on approval.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-022", "Module": "Payroll", "Role / User": "Firm Admin", "Scenario": "Add salary structure", "Steps": "Create salary structure for employee.", "Expected Result": "Saved correctly.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-023", "Module": "Payroll", "Role / User": "Firm Admin", "Scenario": "Generate payroll run and payslips", "Steps": "Run payroll for a period.", "Expected Result": "Payslips generated correctly.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-024", "Module": "Payroll", "Role / User": "Firm Admin", "Scenario": "Approve and mark paid", "Steps": "Approve payroll run and mark as paid.", "Expected Result": "Status updated.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-025", "Module": "Payroll", "Role / User": "Staff", "Scenario": "Employee views own payslip only", "Steps": "Staff opens payslip page.", "Expected Result": "Only own payslips visible; other employee payslips blocked.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-026", "Module": "HR Imports", "Role / User": "Firm Admin", "Scenario": "Download and upload employee/leave/payroll templates", "Steps": "Download import template; upload with valid and invalid data.", "Expected Result": "Preview, errors and commit work correctly.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "EMP-027", "Module": "Employees", "Role / User": "Staff", "Scenario": "Employee cannot access another employee document", "Steps": "Staff tries direct URL to another employee HR document.", "Expected Result": "Blocked.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Employees" }, { "Test ID": "WRK-001", "Module": "Engagement Work", "Role / User": "Staff", "Scenario": "My Work board opens", "Steps": "Open /employee/work.", "Expected Result": "Assigned tasks appear grouped in Pending/In Progress/Blocked/Completed columns.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Work" }, { "Test ID": "WRK-002", "Module": "Engagement Work", "Role / User": "Staff", "Scenario": "Grouped priority \u2192 client \u2192 engagement", "Steps": "View My Work board task grouping.", "Expected Result": "Correct priority \u2192 client \u2192 engagement grouping applied.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Work" }, { "Test ID": "WRK-003", "Module": "Engagement Work", "Role / User": "Staff", "Scenario": "Expand/collapse sections", "Steps": "Use expand/collapse on work board.", "Expected Result": "Works without page error.", "Priority": "Medium", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Work" }, { "Test ID": "WRK-004", "Module": "Engagement Work", "Role / User": "Staff", "Scenario": "Search task/client/engagement", "Steps": "Use search on work board.", "Expected Result": "Results filtered correctly.", "Priority": "Medium", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Work" }, { "Test ID": "WRK-005", "Module": "Engagement Work", "Role / User": "Staff", "Scenario": "Employee updates own task status", "Steps": "Change task status on My Work.", "Expected Result": "Status updated and reflected on manager/partner boards.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Work" }, { "Test ID": "WRK-006", "Module": "Engagement Work", "Role / User": "Staff", "Scenario": "Employee cannot update others' tasks", "Steps": "Staff tries to change another employee's task status.", "Expected Result": "Blocked.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Work" }, { "Test ID": "WRK-007", "Module": "Allocation", "Role / User": "Manager", "Scenario": "Manager opens Work Allocation", "Steps": "Open /employees/work.", "Expected Result": "Team tasks visible; allocation actions available.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Work" }, { "Test ID": "WRK-008", "Module": "Allocation", "Role / User": "Manager", "Scenario": "Manager assigns task to employee", "Steps": "Assign/reassign task from allocation view.", "Expected Result": "Assignee updated.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Work" }, { "Test ID": "WRK-009", "Module": "Allocation", "Role / User": "Manager", "Scenario": "Manager changes priority/status/due date", "Steps": "Update task priority, status and due date.", "Expected Result": "Fields updated correctly.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Work" }, { "Test ID": "WRK-010", "Module": "Progress", "Role / User": "Manager", "Scenario": "Progress dashboard opens", "Steps": "Open /employees/progress.", "Expected Result": "Client/engagement progress visible without errors.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Work" }, { "Test ID": "WRK-011", "Module": "Progress", "Role / User": "Manager", "Scenario": "Progress percentage calculation", "Steps": "Check progress percentages.", "Expected Result": "Completed \u00f7 total tasks calculation correct.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Work" }, { "Test ID": "WRK-012", "Module": "Progress", "Role / User": "Manager", "Scenario": "Overdue/due today filters", "Steps": "Apply overdue and due-today filters.", "Expected Result": "Correct results returned.", "Priority": "Medium", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Work" }, { "Test ID": "WRK-013", "Module": "Communication", "Role / User": "All roles", "Scenario": "Task communication timeline opens", "Steps": "Open communication tab on work detail.", "Expected Result": "Timeline visible with correct notes and timestamps.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Work" }, { "Test ID": "WRK-014", "Module": "Communication", "Role / User": "All roles", "Scenario": "Add internal note/client clarification/partner note", "Steps": "Add different comment types.", "Expected Result": "Note saved with correct type/visibility; wrong-role notes hidden.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Work" }, { "Test ID": "WRK-015", "Module": "Communication", "Role / User": "All roles", "Scenario": "Comment count/latest preview", "Steps": "View comment count on work list/board.", "Expected Result": "Shows correctly and updates after adding comment.", "Priority": "Medium", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Work" }, { "Test ID": "DOC-001", "Module": "Storage Agent", "Role / User": "Firm Admin", "Scenario": "Generate branch local storage agent", "Steps": "Open /documents/storage-nodes and generate/download branch agent.", "Expected Result": "Firm Admin can generate/download only for their permitted firm/branch.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Docs_Billing_Alerts" }, { "Test ID": "DOC-002", "Module": "Storage Agent", "Role / User": "Partner", "Scenario": "Generate branch local storage agent", "Steps": "Open /documents/storage-nodes as Partner.", "Expected Result": "Partner can access only permitted branch agent flow if business rule allows.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Docs_Billing_Alerts" }, { "Test ID": "DOC-003", "Module": "Documents", "Role / User": "Staff", "Scenario": "Full documents menu hidden", "Steps": "Login as staff.", "Expected Result": "Global documents menu/download agents are hidden; docs accessible only from My Docs/work detail.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Docs_Billing_Alerts" }, { "Test ID": "DOC-004", "Module": "Documents", "Role / User": "Client", "Scenario": "Permanent documents", "Steps": "Open client document list.", "Expected Result": "Client sees/downloads only their own allowed permanent and engagement documents.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Docs_Billing_Alerts" }, { "Test ID": "BILL-001", "Module": "Billing", "Role / User": "Firm Admin", "Scenario": "Invoice list", "Steps": "Open /billing.", "Expected Result": "Invoices list loads within firm scope.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Docs_Billing_Alerts" }, { "Test ID": "BILL-002", "Module": "Billing", "Role / User": "Partner", "Scenario": "Partner billing rights", "Steps": "Partner generates invoice/bill for own client/engagement if permitted.", "Expected Result": "Partner cannot bill other partner's clients unless permission exists.", "Priority": "High", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Docs_Billing_Alerts" }, { "Test ID": "BILL-003", "Module": "Billing", "Role / User": "Firm Admin", "Scenario": "Fee structure import", "Steps": "Download fee template and import fee structure.", "Expected Result": "Import validates client/service mapping and creates fee structures.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Docs_Billing_Alerts" }, { "Test ID": "ALRT-001", "Module": "Alerts Automation", "Role / User": "Scheduler", "Scenario": "Due today alert", "Steps": "Create task due today and run/await scheduler.", "Expected Result": "Assigned staff receives alert.", "Priority": "Medium", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Docs_Billing_Alerts" }, { "Test ID": "ALRT-002", "Module": "Alerts Automation", "Role / User": "Scheduler", "Scenario": "Overdue escalation", "Steps": "Create overdue task by 1/3 days.", "Expected Result": "Alert escalates to manager/partner according to rules.", "Priority": "Medium", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Docs_Billing_Alerts" }, { "Test ID": "ALRT-003", "Module": "Alerts Popup", "Role / User": "All roles", "Scenario": "Toast polling", "Steps": "Keep page open after alert creation.", "Expected Result": "Popup appears within polling interval; no visible header alert button required.", "Priority": "Medium", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Docs_Billing_Alerts" }, { "Test ID": "TD-001", "Module": "Task Level Documents", "Role / User": "Firm Admin / Partner", "Scenario": "Create document requirement in service task template", "Steps": "Open Service Catalogue > Task Template > Add Document Requirement.", "Expected Result": "Requirement is saved and displayed under the selected task template.", "Priority": "Critical", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Task_Documents" }, { "Test ID": "TD-002", "Module": "Task Level Documents", "Role / User": "Firm Admin / Partner", "Scenario": "Mark required document as mandatory", "Steps": "Create/edit requirement and enable Mandatory.", "Expected Result": "Mandatory flag is saved and visible.", "Priority": "Critical", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Task_Documents" }, { "Test ID": "TD-003", "Module": "Task Level Documents", "Role / User": "Firm Admin / Partner", "Scenario": "Mark required document as optional", "Steps": "Create/edit requirement and disable Mandatory.", "Expected Result": "Optional flag is saved and visible.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Task_Documents" }, { "Test ID": "TD-004", "Module": "Task Level Documents", "Role / User": "Firm Admin / Partner", "Scenario": "Upload template attachment at task template level", "Steps": "Upload DOCX/PDF/XLSX template against service task template.", "Expected Result": "Template file is uploaded, listed, and downloadable.", "Priority": "Critical", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Task_Documents" }, { "Test ID": "TD-005", "Module": "Task Level Documents", "Role / User": "Firm Admin / Partner", "Scenario": "Edit document requirement", "Steps": "Change document name/type/mandatory flag/allowed file types.", "Expected Result": "Updated values are saved without affecting unrelated tasks.", "Priority": "High", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Task_Documents" }, { "Test ID": "TD-006", "Module": "Task Level Documents", "Role / User": "Firm Admin / Partner", "Scenario": "Delete/deactivate document requirement", "Steps": "Delete/deactivate a test requirement.", "Expected Result": "Requirement is removed/deactivated without deleting existing uploaded engagement documents.", "Priority": "High", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Task_Documents" }, { "Test ID": "TD-007", "Module": "Task Level Documents", "Role / User": "Firm Admin / Partner", "Scenario": "Create engagement from service with requirements", "Steps": "Create engagement using service containing task document requirements.", "Expected Result": "Engagement tasks are created and document requirements are available at task level.", "Priority": "Critical", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Task_Documents" }, { "Test ID": "TD-008", "Module": "Task Level Documents", "Role / User": "Staff / Manager", "Scenario": "Upload engagement task document", "Steps": "Open engagement task document page and upload valid file.", "Expected Result": "File is uploaded and linked to correct engagement task.", "Priority": "Critical", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Task_Documents" }, { "Test ID": "TD-009", "Module": "Task Level Documents", "Role / User": "Staff / Manager", "Scenario": "Upload multiple versions/documents", "Steps": "Upload another file for same requirement/task.", "Expected Result": "System records latest upload and preserves version history.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Task_Documents" }, { "Test ID": "TD-010", "Module": "Task Level Documents", "Role / User": "Authorized roles", "Scenario": "Download uploaded task document", "Steps": "Click download/view for uploaded task document.", "Expected Result": "Correct file is downloaded; no wrong client/task file is served.", "Priority": "Critical", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Task_Documents" }, { "Test ID": "TD-011", "Module": "Task Level Documents", "Role / User": "Staff", "Scenario": "Staff task document upload permission", "Steps": "Login as Staff and upload document for assigned/permitted task.", "Expected Result": "Upload allowed only where permission and assignment/tenant scope permit.", "Priority": "Critical", "Type": "Permission", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Task_Documents" }, { "Test ID": "TD-012", "Module": "Task Level Documents", "Role / User": "Manager", "Scenario": "Manager task document access", "Steps": "Login as Manager and view/upload/download task documents.", "Expected Result": "Manager can access only permitted branch/tenant task documents.", "Priority": "Critical", "Type": "Permission", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Task_Documents" }, { "Test ID": "TD-013", "Module": "Task Level Documents", "Role / User": "Client", "Scenario": "Client upload restriction/permission", "Steps": "Login as Client and attempt upload if client upload is enabled/disabled.", "Expected Result": "Client upload follows configured permission; unauthorized action is blocked.", "Priority": "High", "Type": "Permission", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Task_Documents" }, { "Test ID": "TD-014", "Module": "Task Level Documents", "Role / User": "Staff / Manager", "Scenario": "Mandatory document missing indicator", "Steps": "Open task where mandatory document is not uploaded.", "Expected Result": "Missing mandatory document is clearly shown/warned.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Task_Documents" }, { "Test ID": "TD-015", "Module": "Task Level Documents", "Role / User": "All upload roles", "Scenario": "Invalid file type upload", "Steps": "Try uploading unsupported extension such as .exe/.bat or invalid renamed file.", "Expected Result": "Upload is blocked or rejected as per validation.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Task_Documents" }, { "Test ID": "TD-016", "Module": "Task Level Documents", "Role / User": "All upload roles", "Scenario": "Large file upload validation", "Steps": "Try uploading file beyond permitted size.", "Expected Result": "System blocks or handles gracefully without crash.", "Priority": "High", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Task_Documents" }, { "Test ID": "TD-017", "Module": "Task Level Documents", "Role / User": "Authorized roles", "Scenario": "Delete task document", "Steps": "Delete a test uploaded document if delete feature is enabled.", "Expected Result": "Delete is permission controlled and audit/history is preserved where applicable.", "Priority": "High", "Type": "Permission", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Task_Documents" }, { "Test ID": "TD-018", "Module": "Task Level Documents", "Role / User": "System Admin / Firm Admin", "Scenario": "Storage path generation", "Steps": "Upload task document and verify stored path.", "Expected Result": "Path follows FY/client/service/period/engagement/task document structure as designed.", "Priority": "Critical", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Task_Documents" }, { "Test ID": "TD-019", "Module": "Task Level Documents", "Role / User": "System Admin / Firm Admin", "Scenario": "Tenant isolation", "Steps": "Attempt to view/download task document from another tenant by URL/id manipulation.", "Expected Result": "Access is blocked; no data leakage.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Task_Documents" }, { "Test ID": "TD-020", "Module": "Task Level Documents", "Role / User": "Manager / Staff", "Scenario": "Branch isolation", "Steps": "Attempt to view/download task document from another branch.", "Expected Result": "Access is blocked unless cross-branch permission exists.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Task_Documents" }, { "Test ID": "NC-001", "Module": "Notice & Case Management", "Role / User": "Firm Admin / Partner / Manager", "Scenario": "Create GST notice case", "Steps": "Open Notices & Cases > New and create GST notice.", "Expected Result": "Case is created with client, department, reference number and due date.", "Priority": "Critical", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Notice_Cases" }, { "Test ID": "NC-002", "Module": "Notice & Case Management", "Role / User": "Firm Admin / Partner / Manager", "Scenario": "Create Income Tax notice case", "Steps": "Create Income Tax notice/assessment case.", "Expected Result": "Case is created and listed correctly.", "Priority": "Critical", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Notice_Cases" }, { "Test ID": "NC-003", "Module": "Notice & Case Management", "Role / User": "Firm Admin / Partner / Manager", "Scenario": "Create ROC case", "Steps": "Create ROC/MCA case.", "Expected Result": "Case is created and department/category is saved correctly.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Notice_Cases" }, { "Test ID": "NC-004", "Module": "Notice & Case Management", "Role / User": "Firm Admin / Partner", "Scenario": "Create appeal case", "Steps": "Create Appeal case linked to client/FY/AY where applicable.", "Expected Result": "Appeal case is created with correct status and due date.", "Priority": "Critical", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Notice_Cases" }, { "Test ID": "NC-005", "Module": "Notice & Case Management", "Role / User": "Firm Admin / Partner / Manager", "Scenario": "Create rectification/refund/registration case", "Steps": "Create non-notice case type.", "Expected Result": "Case type is saved and appears in list/detail pages.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Notice_Cases" }, { "Test ID": "NC-006", "Module": "Notice & Case Management", "Role / User": "Firm Admin / Partner / Manager", "Scenario": "Assign case to user", "Steps": "Select assigned user in case form.", "Expected Result": "Assignment is saved and visible in case detail/list.", "Priority": "Critical", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Notice_Cases" }, { "Test ID": "NC-007", "Module": "Notice & Case Management", "Role / User": "All permitted roles", "Scenario": "Due date tracking", "Steps": "Create case with due date and check list/detail display.", "Expected Result": "Due date is visible; overdue/upcoming indicator works if implemented.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Notice_Cases" }, { "Test ID": "NC-008", "Module": "Notice & Case Management", "Role / User": "Assigned user / Manager", "Scenario": "Add timeline event", "Steps": "Add event such as Notice Received / Reply Filed / Appeal Filed.", "Expected Result": "Event appears in case timeline with date/user/remarks.", "Priority": "Critical", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Notice_Cases" }, { "Test ID": "NC-009", "Module": "Notice & Case Management", "Role / User": "Assigned user / Manager", "Scenario": "Add hearing", "Steps": "Add hearing date, authority, mode and remarks.", "Expected Result": "Hearing record is saved and displayed.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Notice_Cases" }, { "Test ID": "NC-010", "Module": "Notice & Case Management", "Role / User": "Assigned user / Manager", "Scenario": "Add order", "Steps": "Add order details/status/date/outcome.", "Expected Result": "Order record is saved and displayed.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Notice_Cases" }, { "Test ID": "NC-011", "Module": "Notice & Case Management", "Role / User": "Assigned user / Manager", "Scenario": "Upload case document", "Steps": "Upload notice/reply/order/appeal PDF/DOCX.", "Expected Result": "Document is uploaded and linked to correct case/event if applicable.", "Priority": "Critical", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Notice_Cases" }, { "Test ID": "NC-012", "Module": "Notice & Case Management", "Role / User": "Authorized roles", "Scenario": "Download case document", "Steps": "Download uploaded case document.", "Expected Result": "Correct document downloads; unauthorized access blocked.", "Priority": "Critical", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Notice_Cases" }, { "Test ID": "NC-013", "Module": "Notice & Case Management", "Role / User": "Assigned user / Manager", "Scenario": "Change case status", "Steps": "Move case through Open/In Progress/Replied/Appealed/Closed etc.", "Expected Result": "Status updates correctly without losing timeline/documents.", "Priority": "Critical", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Notice_Cases" }, { "Test ID": "NC-014", "Module": "Notice & Case Management", "Role / User": "All permitted roles", "Scenario": "Overdue case visibility", "Steps": "Create/verify case with past due date and open list/dashboard.", "Expected Result": "Overdue status is visible/highlighted if configured.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Notice_Cases" }, { "Test ID": "NC-015", "Module": "Notice & Case Management", "Role / User": "All permitted roles", "Scenario": "Client-wise case listing", "Steps": "Filter/search cases by client.", "Expected Result": "Only selected client's cases are shown.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Notice_Cases" }, { "Test ID": "NC-016", "Module": "Notice & Case Management", "Role / User": "All permitted roles", "Scenario": "Department-wise listing", "Steps": "Filter by GST/Income Tax/ROC/PF/ESI/Other.", "Expected Result": "Filtered results are correct.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Notice_Cases" }, { "Test ID": "NC-017", "Module": "Notice & Case Management", "Role / User": "All permitted roles", "Scenario": "Search by reference number", "Steps": "Search using notice/reference/order number.", "Expected Result": "Correct case is found.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Notice_Cases" }, { "Test ID": "NC-018", "Module": "Notice & Case Management", "Role / User": "Manager / Staff", "Scenario": "Branch visibility", "Steps": "Access cases from different branch.", "Expected Result": "Access is restricted as per branch permissions.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Notice_Cases" }, { "Test ID": "NC-019", "Module": "Notice & Case Management", "Role / User": "Firm Admin / System Admin", "Scenario": "Tenant visibility", "Steps": "Access cases from different tenant by URL/id manipulation.", "Expected Result": "Access is blocked unless explicit cross-tenant permission exists.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Notice_Cases" }, { "Test ID": "NC-020", "Module": "Notice & Case Management", "Role / User": "Authorized roles", "Scenario": "Delete/close case control", "Steps": "Attempt delete/close case with different roles.", "Expected Result": "Only authorized roles can delete/close; data integrity is maintained.", "Priority": "Critical", "Type": "Permission", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Notice_Cases" }, { "Test ID": "DOM-UAT-001", "Module": "Sidebar/Menu", "Role / User": "System Admin", "Scenario": "System Admin sees Domain Configuration", "Steps": "Login as System Admin; verify Platform menu opens and Domain Configuration section appears with all 6 child links.", "Expected Result": "System Admin only", "Priority": "Critical", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Domains" }, { "Test ID": "DOM-UAT-002", "Module": "Sidebar/Menu", "Role / User": "Firm Admin", "Scenario": "Firm Admin cannot see Domain Configuration", "Steps": "Login as Firm Admin; verify Platform \u2192 Domain Configuration is hidden.", "Expected Result": "Hidden", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Domains" }, { "Test ID": "DOM-UAT-003", "Module": "Sidebar/Menu", "Role / User": "Partner/Manager/Staff", "Scenario": "Partner/Manager/Staff cannot see Domain Configuration", "Steps": "Login as Partner, Manager and Staff; verify no domain management menu is visible.", "Expected Result": "Hidden", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Domains" }, { "Test ID": "DOM-UAT-004", "Module": "Routes", "Role / User": "System Admin", "Scenario": "Domain Mappings page opens", "Steps": "Open /domains as System Admin; page should load without 404/500.", "Expected Result": "System Admin", "Priority": "Critical", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Domains" }, { "Test ID": "DOM-UAT-005", "Module": "Routes", "Role / User": "System Admin", "Scenario": "Tenant Subdomains page opens", "Steps": "Open /domains/tenant-subdomains.", "Expected Result": "Page loads and shows tenant subdomain records/actions.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Domains" }, { "Test ID": "DOM-UAT-006", "Module": "Routes", "Role / User": "System Admin", "Scenario": "Firm Domains page opens", "Steps": "Open /domains/firm-domain.", "Expected Result": "Page loads and firm-domain mapping UI visible.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Domains" }, { "Test ID": "DOM-UAT-007", "Module": "Routes", "Role / User": "System Admin", "Scenario": "Consultant Domains page opens", "Steps": "Open /domains/consultant-domains.", "Expected Result": "Page loads and consultant-domain mapping UI visible.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Domains" }, { "Test ID": "DOM-UAT-008", "Module": "Routes", "Role / User": "System Admin", "Scenario": "DNS Verification page opens", "Steps": "Open /domains/verification.", "Expected Result": "Page loads and shows DNS verification controls/status.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Domains" }, { "Test ID": "DOM-UAT-009", "Module": "Routes", "Role / User": "System Admin", "Scenario": "SSL Status page opens", "Steps": "Open /domains/ssl.", "Expected Result": "Page loads and shows SSL status/actions.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Domains" }, { "Test ID": "DOM-UAT-010", "Module": "Active State", "Role / User": "System Admin", "Scenario": "Correct menu item remains highlighted", "Steps": "Open each /domains path; verify correct child item highlighted.", "Expected Result": "Platform menu expanded; correct child highlighted.", "Priority": "Medium", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Domains" }, { "Test ID": "DOM-UAT-011", "Module": "No Regression", "Role / User": "Existing roles", "Scenario": "Existing Firm Administration menus unchanged", "Steps": "Verify Services, Clients, Consultants, Email Settings, Branding, Local Storage links still appear.", "Expected Result": "Existing menus intact.", "Priority": "Critical", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Domains" }, { "Test ID": "DOM-UAT-012", "Module": "No Regression", "Role / User": "Existing roles", "Scenario": "Existing Workspace menus unchanged", "Steps": "Verify My Workspace, Partner Workspace, Team Workspace and Team Administration menus still appear.", "Expected Result": "Existing menus intact.", "Priority": "Critical", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Domains" }, { "Test ID": "DOM-UAT-013", "Module": "No Regression", "Role / User": "Existing roles", "Scenario": "Existing Core Setup menu unchanged", "Steps": "Verify System Settings, Audit Firms, Branches and Audit Logs remain accessible.", "Expected Result": "Existing menus intact.", "Priority": "High", "Type": "Regression", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Domains" }, { "Test ID": "DOM-UAT-014", "Module": "Template Safety", "Role / User": "All logged-in users", "Scenario": "layout.html renders after replacement", "Steps": "Restart Uvicorn and open dashboard; verify no Jinja UndefinedError or syntax error.", "Expected Result": "No Jinja error.", "Priority": "Critical", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Domains" }, { "Test ID": "DOM-UAT-015", "Module": "Access Control", "Role / User": "Non-System Admin", "Scenario": "Direct URL access blocked for non-System Admin", "Steps": "Login as Firm Admin/Partner and open each /domains URL directly.", "Expected Result": "403/redirect; not data exposure.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Domains" }, { "Test ID": "DOM-UAT-016", "Module": "Tenant Safety", "Role / User": "Firm Admin/Partner", "Scenario": "Domain records not editable from firm context", "Steps": "Verify Firm Admin/Partner cannot create/edit/delete platform domain mappings.", "Expected Result": "Blocked.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Domains" }, { "Test ID": "DOM-UAT-017", "Module": "Data Integrity", "Role / User": "System Admin", "Scenario": "Saving domain mapping does not affect tenant/branch context", "Steps": "Create/update a mapping; verify normal pages still work.", "Expected Result": "Tenant/branch context unaffected.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Domains" }, { "Test ID": "DOM-UAT-018", "Module": "Validation", "Role / User": "System Admin", "Scenario": "Duplicate domain/subdomain validation", "Steps": "Attempt to add duplicate domain/subdomain.", "Expected Result": "Rejected or shows safe validation message.", "Priority": "High", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Domains" }, { "Test ID": "DOM-UAT-019", "Module": "Validation", "Role / User": "System Admin", "Scenario": "Invalid domain format validation", "Steps": "Try invalid domain values.", "Expected Result": "Rejected without server error.", "Priority": "Medium", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Domains" }, { "Test ID": "DOM-UAT-020", "Module": "SSL Flow", "Role / User": "System Admin", "Scenario": "SSL status action safe when certificate absent", "Steps": "Open SSL page for domain without certificate.", "Expected Result": "Safe pending/not configured status, not crash.", "Priority": "Medium", "Type": "UAT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "UAT_Domains" }, { "Test ID": "SEC-001", "Module": "Authentication", "Role / User": "All roles", "Scenario": "Invalid password lockout", "Steps": "Attempt multiple wrong logins.", "Expected Result": "Account lockout/rate limit behavior works and does not reveal sensitive info.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "VAPT_Security" }, { "Test ID": "SEC-002", "Module": "Authentication", "Role / User": "All roles", "Scenario": "Session fixation/logout", "Steps": "Login/logout/back-button/session reuse tests.", "Expected Result": "Logged-out sessions cannot access protected pages.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "VAPT_Security" }, { "Test ID": "SEC-003", "Module": "Authorization", "Role / User": "Firm Admin", "Scenario": "Cross-tenant direct URL", "Steps": "Change client/service/employee ids in URL to another tenant.", "Expected Result": "403/404/redirect; no data leakage.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "VAPT_Security" }, { "Test ID": "SEC-004", "Module": "Authorization", "Role / User": "Branch Manager", "Scenario": "Cross-branch direct URL", "Steps": "Access records from another branch.", "Expected Result": "Blocked unless explicitly permitted.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "VAPT_Security" }, { "Test ID": "SEC-005", "Module": "Authorization", "Role / User": "Client", "Scenario": "Internal note leakage", "Steps": "Client views work detail/messages.", "Expected Result": "Internal/partner/manager notes are hidden.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "VAPT_Security" }, { "Test ID": "SEC-006", "Module": "Authorization", "Role / User": "Consultant", "Scenario": "Internal engagement leakage", "Steps": "Consultant views work detail/shared docs.", "Expected Result": "Only referred/shared data visible.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "VAPT_Security" }, { "Test ID": "SEC-007", "Module": "CSRF", "Role / User": "All forms", "Scenario": "CSRF token missing on POST", "Steps": "Submit forms without CSRF.", "Expected Result": "Request blocked.", "Priority": "Critical", "Type": "VAPT", "Status": "Not Started", "Defect ID": null, "Remarks": null, "Sheet": "VAPT_Security" }, { "Test ID": "SEC-008", "Module": "XSS", "Role / User": "All input forms", "Scenario": "Stored XSS attempt", "Steps": "Enter