Atom AI Labs - AI-Powered Multi-Tenant Platform

ATUM SaaS - Comprehensive QA Test Document

**Document Version:** 2.0

**Last Updated:** 2026-03-06

**Platform:** ATUM SaaS - AI Workforce Platform

**Total Test Cases:** 400+

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Test Case Legend

Column	Description
Test ID	Unique test case identifier
Feature	Feature or component being tested
Test Case	Description of what is being tested
Test Steps	Step-by-step instructions to execute the test
Expected Result	Expected outcome if test passes
Priority	P0 (Critical), P1 (High), P2 (Medium), P3 (Low)
Type	Functional, Integration, E2E, Security, Performance

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Authentication & Authorization
Agent Management
Multi-Tenancy
Canvas System
Brain Systems
Integrations
Sales Hub - COMPREHENSIVE
Command Centers
Security & Governance
Package Management
Billing & Pricing
Admin & Monitoring
Dashboard & Analytics
Marketplace
Settings & Configuration

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1. Authentication & Authorization

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
AUTH-001	User Signup	Verify new user can sign up with valid credentials	1. Navigate to /auth/signup<br>2. Enter valid email, password, and confirm password<br>3. Click "Sign Up"<br>4. Check email for verification link	User account created, verification email sent, redirect to verification page	P0	Functional
AUTH-002	User Signup	Verify password validation during signup	1. Navigate to /auth/signup<br>2. Enter email with weak password (less than 8 chars)<br>3. Click "Sign Up"	Error message displayed: "Password must be at least 8 characters"	P0	Functional
AUTH-003	User Signup	Verify email uniqueness validation	1. Navigate to /auth/signup<br>2. Enter already registered email<br>3. Click "Sign Up"	Error message: "Email already registered"	P1	Functional
AUTH-004	User Login	Verify user can login with valid credentials	1. Navigate to /auth/signin<br>2. Enter registered email and password<br>3. Click "Sign In"	User redirected to dashboard, session established	P0	Functional
AUTH-005	User Login	Verify login fails with invalid credentials	1. Navigate to /auth/signin<br>2. Enter invalid email/password<br>3. Click "Sign In"	Error message: "Invalid credentials"	P1	Functional
AUTH-006	Email Verification	Verify email verification link works	1. Click verification link from email<br>2. Wait for redirect	Email verified, user redirected to dashboard with success message	P0	Functional
AUTH-007	Password Reset	Verify password reset request	1. Navigate to /auth/signin<br>2. Click "Forgot Password"<br>3. Enter registered email<br>4. Click "Send Reset Link"	Password reset email sent, confirmation message displayed	P1	Functional
AUTH-008	2FA Setup	Verify 2FA can be enabled	1. Navigate to /settings/security<br>2. Click "Enable 2FA"<br>3. Scan QR code with authenticator app<br>4. Enter verification code	2FA enabled successfully, backup codes provided	P1	Security
AUTH-009	2FA Login	Verify login requires 2FA code when enabled	1. Login with email/password<br>2. Enter 2FA code from authenticator	Access granted after valid 2FA code	P1	Security
AUTH-010	SSO Login	Verify SSO login with Google OAuth	1. Navigate to /auth/sso<br>2. Click "Sign in with Google"<br>3. Authorize with Google account	User logged in, account created/linked	P1	Integration
AUTH-011	SSO Login	Verify SSO login with Microsoft OAuth	1. Navigate to /auth/sso<br>2. Click "Sign in with Microsoft"<br>3. Authorize with Microsoft account	User logged in, account created/linked	P1	Integration
AUTH-012	Session Management	Verify session persists across page refreshes	1. Login to application<br>2. Refresh page	User remains logged in, session data preserved	P1	Functional
AUTH-013	Session Expiry	Verify session expires after inactivity	1. Login to application<br>2. Wait for session timeout (30 min)<br>3. Perform any action	Redirected to login page with "Session expired" message	P1	Security
AUTH-014	Logout	Verify user can logout successfully	1. Click logout button<br>2. Confirm logout	Session cleared, redirected to login page	P0	Functional
AUTH-015	Admin Key Bypass	Verify admin key bypasses auth for testing	1. Add X-Admin-Key header to request<br>2. Call protected endpoint	Access granted without standard auth	P1	Security

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2. Agent Management

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
AGENT-001	Agent Creation	Verify new agent can be created	1. Navigate to /agents/new<br>2. Enter agent name, role, description<br>3. Select maturity level<br>4. Click "Create Agent"	Agent created, added to agent list	P0	Functional
AGENT-002	Agent Creation	Verify agent name uniqueness in Agent Studio	1. Navigate to /agents/studio<br>2. Click "Create New Agent"<br>3. Enter the name of an existing agent in the Name field<br>4. Click "Save Agent"	Error toast shown and duplicate agent is not created	P1	Functional
AGENT-003	Agent Creation	Verify all maturity levels available	1. Navigate to /agents/new<br>2. Check maturity level dropdown	Options: Student, Intern, Supervised, Autonomous	P1	Functional
AGENT-004	Agent Editing	Verify agent details can be edited	1. Navigate to /agents<br>2. Click edit on existing agent<br>3. Update name, role, or description<br>4. Save changes	Changes saved and reflected in agent details	P1	Functional
AGENT-005	Agent Deletion	Verify Agent Studio does not expose direct deletion controls	1. Navigate to /agents/studio<br>2. Review each agent card and open the Configure dialog for an existing agent<br>3. Confirm there is no delete button or delete confirmation flow on this screen	No direct delete action is available in Agent Studio; deletion must be handled outside this page	P1	Functional
AGENT-006	Agent Execution	Verify student agent can perform read-only tasks	1. Create agent with Student maturity<br>2. Assign search task<br>3. Execute task	Task completes with search results	P0	Functional
AGENT-007	Agent Execution	Verify student agent blocked from write operations	1. Create agent with Student maturity<br>2. Assign task requiring data modification<br>3. Execute task	Error: "Insufficient permissions for this operation"	P0	Security
AGENT-008	Agent Execution	Verify intern agent requires approval for actions	1. Create agent with Intern maturity<br>2. Assign action task<br>3. Execute task	Proposal created, approval required	P0	Functional
AGENT-009	Agent Execution	Verify supervised agent queues when unavailable	1. Create agent with Supervised maturity<br>2. Set user availability to offline<br>3. Assign task	Task queued, notification sent when user available	P0	Functional
AGENT-010	Agent Execution	Verify autonomous agent can execute independently	1. Create agent with Autonomous maturity<br>2. Assign complex task<br>3. Execute task	Task completes without human intervention	P0	Functional
AGENT-011	Agent Limits	Verify free tier limited to 3 agents	1. Create 3 agents on free tier<br>2. Attempt to create 4th agent	Error: "Agent limit reached. Upgrade to create more agents."	P1	Functional
AGENT-012	Agent Limits	Verify solo tier allows 10 agents	1. Upgrade to Solo tier<br>2. Create up to 10 agents	All 10 agents created successfully	P1	Functional
AGENT-013	Agent History	Verify agent execution history is tracked from the Agents dashboard	1. Navigate to /agents<br>2. Run an agent from the card grid<br>3. Click the same agent's "Logs & Audit" action<br>4. Review the execution history modal	A history entry is shown for the run with status and timestamp, and the trace can be opened from the modal	P1	Functional
AGENT-014	Agent Terminal	Verify live agent terminal works	1. Navigate to agent studio<br>2. Open agent terminal<br>3. Execute task	Real-time task output displayed in terminal	P1	Functional
AGENT-015	Agent Feedback	Verify feedback can be submitted for agent actions	1. Execute agent task<br>2. Click "Provide Feedback"<br>3. Submit rating and comments	Feedback recorded, agent learning updated	P1	Functional
AGENT-016	Agent Governance	Verify governance rules enforced	1. Create governance rule restricting action type<br>2. Attempt restricted action with agent	Action blocked by governance	P1	Security
AGENT-017	Agent Coordination	Verify multiple agents can coordinate	1. Create 3 agents with different roles<br>2. Assign coordinated task<br>3. Execute	Agents collaborate, task completes	P1	Functional
AGENT-018	Agent Status	Verify agent status updates in real-time	1. Monitor agent status widget<br>2. Execute long-running task<br>3. Check status updates	Status changes: Idle → Running → Completed	P1	Functional

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3. Multi-Tenancy

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
MT-001	Tenant Isolation	Verify tenants cannot access each other's data	1. Login as tenant A user<br>2. Note tenant ID in URL<br>3. Attempt to access tenant B data via API	403 Forbidden or 404 Not Found	P0	Security
MT-002	Tenant Isolation	Verify agents filtered by tenant_id	1. Create agents in two different tenants<br>2. Query agents API	Each tenant only sees their own agents	P0	Security
MT-003	Subdomain Routing	Verify subdomain routing works correctly	1. Navigate to tenant-a.atom-saas.fly.dev<br>2. Check tenant context	Correct tenant loaded from subdomain	P0	Functional
MT-004	RLS	Verify Row-Level Security enforced at DB level	1. Direct database query with tenant A credentials<br>2. Query tenant B tables	Empty result set, RLS policy blocks access	P0	Security
MT-005	S3 Isolation	Verify S3 paths are tenant-specific	1. Upload file for tenant A<br>2. Check S3 path	File stored in s3://atom-saas/{tenant_id}/ path	P0	Security
MT-006	Redis Isolation	Verify Redis keys are tenant-scoped	1. Set Redis key for tenant A<br>2. Attempt to read from tenant B context	Key not found, proper namespacing (tenant:{id}:key)	P0	Security
MT-007	Tenant Creation	Verify new tenant can be created	1. Submit tenant creation request<br>2. Set subdomain, admin email	Tenant created, unique subdomain assigned	P0	Functional
MT-008	Tenant Invitation	Verify users can be invited to tenant	1. Navigate to tenant/invite<br>2. Enter user email<br>3. Select role<br>4. Send invitation	Invitation email sent, user added to tenant	P1	Functional
MT-009	Tenant Deletion	Verify tenant data is isolated on deletion	1. Delete tenant A<br>2. Verify tenant B data intact	Only tenant A data removed, tenant B unaffected	P1	Functional
MT-010	Tenant Switching	Verify user can switch between tenants	1. User belongs to multiple tenants<br>2. Use tenant switcher<br>3. Select different tenant	Context switches to new tenant, data updates	P1	Functional

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4. Canvas System

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
CV-001	Canvas Browser	Verify browser canvas can navigate websites	1. Navigate to /canvas/browser/{id}<br>2. Enter URL in address bar<br>3. Click "Go"	Website loads in canvas iframe	P0	Functional
CV-002	Canvas Browser	Verify browser canvas captures DOM	1. Load webpage in browser canvas<br>2. Click "Capture DOM"<br>3. Check captured data	Page DOM structure captured and stored	P1	Functional
CV-003	Canvas Coding	Verify code execution canvas works	1. Navigate to /canvas/coding/{id}<br>2. Write Python code<br>3. Click "Execute"	Code executes, output displayed	P0	Functional
CV-004	Canvas Coding	Verify code execution is isolated	1. Execute code accessing filesystem<br>2. Check result	Access denied or isolated environment	P1	Security
CV-005	Canvas Email	Verify email canvas can read emails	1. Navigate to /canvas/email/{id}<br>2. Connect email account<br>3. Load emails	Email list displayed in canvas	P1	Functional
CV-006	Canvas Email	Verify email canvas can compose emails	1. Open email canvas<br>2. Click "Compose"<br>3. Enter recipient, subject, body<br>4. Click "Send"	Email sent successfully	P1	Functional
CV-007	Canvas Spreadsheet	Verify spreadsheet canvas can load CSV	1. Navigate to /canvas/spreadsheet/{id}<br>2. Upload CSV file<br>3. Click "Load"	Data displayed in spreadsheet format	P1	Functional
CV-008	Canvas Spreadsheet	Verify spreadsheet can execute formulas	1. Load data in spreadsheet canvas<br>2. Add formula cell (e.g., =SUM(A1:A10))<br>3. Check result	Formula calculated correctly	P1	Functional
CV-009	Canvas Terminal	Verify terminal canvas can execute commands	1. Navigate to /canvas/terminal/{id}<br>2. Enter shell command<br>3. Press Enter	Command executes, output displayed	P1	Functional
CV-010	Canvas Terminal	Verify terminal is rate-limited	1. Execute multiple commands rapidly<br>2. Check rate limit	Rate limit enforced after threshold	P1	Security
CV-011	Canvas Persistence	Verify canvas state is saved	1. Open canvas, make changes<br>2. Close canvas<br>3. Reopen canvas	Changes restored from previous state	P1	Functional
CV-012	Canvas Sharing	Verify canvas can be shared with users	1. Open canvas<br>2. Click "Share"<br>3. Add user email<br>4. Set permissions	User granted access to canvas	P1	Functional
CV-013	Canvas Audit	Verify canvas actions are audited	1. Perform action in canvas<br>2. Check audit logs	Action logged with timestamp, user, canvas ID	P1	Security
CV-014	Canvas Integration	Verify canvas can integrate with skills	1. Open canvas<br>2. Browse skill marketplace<br>3. Install skill<br>4. Use skill in canvas	Skill functionality available in canvas	P1	Integration

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5. Brain Systems

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
BR-001	Cognitive Architecture	Verify cognitive architecture initializes agent	1. Create new agent<br>2. Call cognitive architecture initialize<br>3. Check agent state	Agent initialized with reasoning, memory, attention	P0	Functional
BR-002	Cognitive Architecture	Verify reasoning process generates decisions	1. Initialize agent with cognitive architecture<br>2. Submit task<br>3. Call reasoning function	Decision returned with rationale	P1	Functional
BR-003	World Model	Verify experiences are recorded	1. Execute agent task<br>2. Check world model storage	Experience stored with agent_id, task_type, outcome	P0	Functional
BR-004	World Model	Verify semantic search retrieves relevant experiences	1. Record multiple experiences<br>2. Search by task description<br>3. Check results	Relevant experiences returned ranked by similarity	P1	Functional
BR-005	World Model	Verify world model respects tenant isolation	1. Record experience for tenant A<br>2. Search from tenant B	No results returned, proper isolation	P0	Security
BR-006	Learning Engine	Verify patterns are learned from experiences	1. Record multiple similar experiences<br>2. Generate adaptations<br>3. Check learned patterns	Patterns identified and adaptations suggested	P1	Functional
BR-007	Learning Engine	Verify RLHF improves agent performance	1. Submit feedback on agent actions<br>2. Execute similar task<br>3. Check performance	Performance improves based on feedback	P1	Functional
BR-008	Reasoning Engine	Verify proactive interventions triggered	1. Set reasoning rule for opportunity<br>2. Trigger condition<br>3. Check interventions	Intervention generated with URGENT/OPPORTUNITY/AUTOMATION type	P1	Functional
BR-009	Cross-System Reasoning	Verify data correlation across integrations	1. Connect Salesforce and Slack integrations<br>2. Trigger cross-system reasoning<br>3. Check correlations	Correlated insights from both systems	P2	Functional
BR-010	Episodic Memory	Verify episodes capture context	1. Execute agent task<br>2. Check episode record	Episode stored with task, context, outcome	P0	Functional
BR-011	Graduation System	Verify readiness score calculated correctly	1. Execute agent tasks<br>2. Check readiness score	Score = zero_intervention_ratio0.4 + constitutional_score0.3 + confidence_score0.2 + success_rate0.1	P0	Functional
BR-012	Graduation System	Verify student promotes to intern at 70%	1. Achieve 70% readiness with student agent<br>2. Check maturity level	Agent promoted to intern	P0	Functional
BR-013	Graduation System	Verify intern promotes to supervised at 80%	1. Achieve 80% readiness with intern agent<br>2. Check maturity level	Agent promoted to supervised	P0	Functional
BR-014	Graduation System	Verify supervised promotes to autonomous at 95%	1. Achieve 95% readiness with supervised agent<br>2. Check maturity level	Agent promoted to autonomous	P0	Functional
BR-015	Episode Feedback	Verify feedback can be submitted for episodes	1. Navigate to episode<br>2. Submit rating (0-1) and comments<br>3. Check feedback record	Feedback stored, used for RLHF	P1	Functional

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6. Integrations

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
INT-001	OAuth Flow	Verify OAuth authorization flow	1. Navigate to integrations<br>2. Click "Connect" on any integration<br>3. Authorize on provider site<br>4. Wait for redirect	Integration connected, OAuth token stored	P0	Integration
INT-002	OAuth Flow	Verify OAuth token is refreshed	1. Connect OAuth integration<br>2. Wait for token to approach expiry<br>3. Make API call	Token refreshed automatically, call succeeds	P1	Integration
INT-003	OAuth Flow	Verify OAuth can be disconnected	1. Navigate to integrations<br>2. Click "Disconnect" on connected integration	Integration disconnected, tokens removed	P1	Functional
INT-004	Salesforce	Verify Salesforce can fetch contacts	1. Connect Salesforce integration<br>2. Click "Fetch Contacts"<br>3. Check results	Contacts displayed from Salesforce	P1	Integration
INT-005	Salesforce	Verify Salesforce can create lead	1. Connect Salesforce integration<br>2. Submit new lead data<br>3. Verify in Salesforce	Lead created in Salesforce	P1	Integration
INT-006	Slack	Verify Slack can send message	1. Connect Slack integration<br>2. Compose message<br>3. Select channel<br>4. Send	Message posted to Slack channel	P1	Integration
INT-007	Slack	Verify Slack can read messages	1. Connect Slack integration<br>2. Select channel<br>3. Click "Fetch Messages"	Recent messages displayed	P1	Integration
INT-008	Google Drive	Verify Google Drive can list live files	1. Connect Google Drive from the integrations page<br>2. Confirm OAuth returns to `/integrations?success=google_drive`<br>3. Open the live authenticated Google Drive files endpoint<br>4. Verify the response contains `connected: true` and file objects with `id`, `name`, and `mimeType`	Live Google Drive files are returned only for the authenticated tenant; empty state is shown cleanly when Drive has no files	P1	Integration
INT-009	Google Drive	Verify Google Drive handles expired or invalid tokens gracefully	1. Connect Google Drive successfully<br>2. Revoke the Google Drive grant in Google account settings or invalidate the saved token<br>3. Open the live authenticated Google Drive files endpoint again<br>4. Verify the response does not return stale file data and instead requests reconnect/re-authentication	API returns a safe failure state such as `connected: false` or a reconnect message; no silent success with invalid credentials	P1	Integration
INT-010	HubSpot	Verify HubSpot can fetch deals	1. Connect HubSpot integration<br>2. Navigate to deals<br>3. Click "Sync"	Deals imported from HubSpot	P1	Integration
INT-011	GitHub	Verify GitHub can fetch repositories	1. Connect GitHub integration<br>2. Navigate to repos<br>3. Click "Load Repos"	Repositories listed from GitHub	P2	Integration
INT-012	Webhooks	Verify webhooks receive external events	1. Configure webhook URL<br>2. Trigger event from external system<br>3. Check webhook log	Event received and logged	P1	Integration
INT-013	Integration Hub	Verify all 39+ integrations listed	1. Navigate to /integrations<br>2. Check integration count	All available integrations displayed	P2	Functional
INT-014	Integration Health	Verify integration health status displayed	1. Navigate to integrations<br>2. Check connection status	Status shows: Connected/Disconnected/Error	P1	Functional

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7. Sales Hub - COMPREHENSIVE

7.1 Dashboard & Metrics

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
SALES-001	Dashboard	Verify dashboard loads with all metrics	1. Navigate to /dashboard/sales<br>2. Check all metric cards	All cards display: Pipeline Value, Active Deals, Win Rate, Weighted Forecast	P0	Functional
SALES-002	Dashboard Stats API	Verify GET /api/sales/dashboard/stats returns data	1. GET /api/sales/dashboard/stats<br>2. Check response structure	Returns: total_leads, conversion_rate, active_deals_count, pipeline_value, weighted_forecast, high_risk_deals_count, win_rate, key_contacts, deals_by_stage	P0	Functional
SALES-003	Dashboard Stats API	Verify stats API requires workspace_id and tenant_id	1. GET /api/sales/dashboard/stats without params<br>2. Check response	400 Bad Request or 401 Unauthorized	P0	Security
SALES-004	Pipeline Value	Verify pipeline value calculation	1. Create deals with various values<br>2. Check pipeline value metric	Pipeline value = sum of all open deal values	P1	Functional
SALES-005	Active Deals	Verify active deals count	1. Create deals in different stages<br>2. Check active deals metric	Only open deals counted (excludes CLOSED_WON, CLOSED_LOST)	P1	Functional
SALES-006	Win Rate	Verify win rate calculation	1. Create won and lost deals<br>2. Check win rate metric	Win rate = won_deals / (won_deals + lost_deals)	P1	Functional
SALES-007	Weighted Forecast	Verify weighted forecast calculation	1. Create deals with different probabilities<br>2. Check weighted forecast	Weighted forecast = sum(deal_value * probability/100)	P1	Functional
SALES-008	High Risk Deals	Verify high-risk deals detection	1. Create deals with health_score < 40<br>2. Check high_risk_deals_count	Count matches deals with critical health	P1	Functional
SALES-009	Deals by Stage	Verify deals grouped by stage	1. Create deals across all stages<br>2. Check deals_by_stage breakdown	Deals correctly grouped: DISCOVERY, QUALIFICATION, PROPOSAL, NEGOTIATION	P1	Functional
SALES-010	Real-time Updates	Verify dashboard updates in real-time	1. Open dashboard<br>2. Create new deal via API<br>3. Wait 5 seconds<br>4. Check dashboard	Dashboard metrics reflect new deal	P1	Functional

7.2 Lead Management

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
SALES-011	Lead Ingestion	Verify POST /api/sales/leads/ingest creates lead	1. POST /api/sales/leads/ingest with valid data<br>2. Check response	Lead created with lead_id and ai_score	P0	Functional
SALES-012	Lead Ingestion	Verify lead ingestion requires valid email	1. POST with invalid email format<br>2. Check response	400 Bad Request with validation error	P0	Functional
SALES-013	Lead Ingestion	Verify duplicate lead detection	1. POST lead with existing email<br>2. Check response	Lead skipped or updated, not duplicated	P1	Functional
SALES-014	Lead Ingestion	Verify spam detection works	1. POST lead with competitor domain<br>2. Check lead status	Lead marked as SPAM, ai_score = 0	P1	Functional
SALES-015	Lead Ingestion	Verify disposable email detection	1. POST lead with disposable email<br>2. Check response	Lead rejected or marked as SPAM	P1	Security
SALES-016	AI Lead Scoring	Verify high-intent lead scored 80-100	1. POST lead with strong buying signals<br>2. Check ai_score	Score between 80-100, status: QUALIFIED	P0	Functional
SALES-017	AI Lead Scoring	Verify medium-intent lead scored 50-80	1. POST lead with moderate interest<br>2. Check ai_score	Score between 50-80, status: NEW or CONTACTED	P1	Functional
SALES-018	AI Lead Scoring	Verify low-intent lead scored <50	1. POST lead with weak signals<br>2. Check ai_score	Score < 50, status: NEW	P1	Functional
SALES-019	Lead Listing	Verify GET /api/sales/leads returns all leads	1. GET /api/sales/leads<br>2. Check response	Array of leads ordered by ai_score desc	P0	Functional
SALES-020	Lead Listing	Verify leads filtered by tenant	1. GET leads for tenant A<br>2. GET leads for tenant B	Each tenant sees only their leads	P0	Security
SALES-021	Lead Details	Verify lead conversion to deal	1. POST /api/sales/leads/{id}/convert<br>2. Check deal creation	Deal created, lead marked as is_converted	P1	Functional
SALES-022	Lead Status Update	Verify lead status can be updated	1. PATCH /api/sales/leads/{id}<br>2. Update status to CONTACTED	Status updated, timestamp updated	P1	Functional
SALES-023	Lead Deletion	Verify lead can be deleted	1. DELETE /api/sales/leads/{id}<br>2. Check database	Lead removed or marked as deleted	P1	Functional

7.3 Deal Management

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
SALES-024	Deal Creation	Verify deal can be created	1. POST /api/sales/deals with valid data<br>2. Check response	Deal created with deal_id	P0	Functional
SALES-025	Deal Creation	Verify deal requires required fields	1. POST deal without name or value<br>2. Check response	400 Bad Request with validation error	P0	Functional
SALES-026	Deal Stages	Verify all deal stages available	1. Check deal stage enum/options	DISCOVERY, QUALIFICATION, PROPOSAL, NEGOTIATION, CLOSED_WON, CLOSED_LOST	P1	Functional
SALES-027	Deal Probability	Verify default probability by stage	1. Create deal in DISCOVERY (no probability)<br>2. Check assigned probability	DISCOVERY: 20%, QUALIFICATION: 40%, PROPOSAL: 60%, NEGOTIATION: 80%	P1	Functional
SALES-028	Deal Listing	Verify GET /api/sales/deals returns all deals	1. GET /api/sales/deals<br>2. Check response	Array of all deals for tenant	P0	Functional
SALES-029	Deal Listing	Verify pipeline endpoint returns open deals	1. GET /api/sales/pipeline<br>2. Check response	Only open deals (excludes CLOSED_WON, CLOSED_LOST)	P0	Functional
SALES-030	Deal Details	Verify GET /api/sales/deals/{id} returns details	1. GET specific deal<br>2. Check response	Full deal details with all fields	P1	Functional
SALES-031	Deal Update	Verify deal can be updated	1. PATCH /api/sales/deals/{id}<br>2. Update value or stage	Changes saved, updated_at timestamp	P1	Functional
SALES-032	Deal Stage Change	Verify stage change logged as activity	1. Update deal stage<br>2. Check activities	Stage change activity logged with description	P1	Functional
SALES-033	Deal Deletion	Verify deal can be deleted	1. DELETE /api/sales/deals/{id}<br>2. Try to fetch deal	404 Not Found	P1	Functional

7.4 Deal Health & Risk

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
SALES-034	Deal Health	Verify GET /api/sales/deals/{id}/health returns score	1. GET deal health endpoint<br>2. Check response	Returns: health_score, risk_level, risks[]	P0	Functional
SALES-035	Health Score	Verify healthy deal has score >70	1. Create deal with recent activity<br>2. Check health_score	Score > 70, risk_level: LOW	P1	Functional
SALES-036	Health Score	Verify stalled deal (14-21 days) has reduced score	1. Create deal updated 15 days ago<br>2. Check health_score	Score 40-70, risk_level: MEDIUM	P0	Functional
SALES-037	Health Score	Verify very stalled deal (>21 days) has low score	1. Create deal updated 25 days ago<br>2. Check health_score	Score < 40, risk_level: HIGH	P0	Functional
SALES-038	Risk Factors	Verify risk factors identified	1. GET health for at-risk deal<br>2. Check risks array	Specific risks listed: "Stalled for X days", "Low probability", "High value at risk"	P1	Functional
SALES-039	Risk Factors	Verify high-value low-probability deal flagged	1. Create deal >$50k with <40% probability<br>2. Check health_score	Score reduced, risk: "High value at risk"	P1	Functional

7.5 AI Insights

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
SALES-040	Insights API	Verify GET /api/sales/insights returns insights	1. GET /api/sales/insights<br>2. Check response	Returns insights array with anomalies	P0	Functional
SALES-041	Stalled Deals	Verify stalled deals detected	1. Create deal not updated in 14+ days<br>2. GET insights<br>3. Check for stalled deal insight	Insight generated with severity and recommendation	P0	Functional
SALES-042	Stalled Deals Severity	Verify critical severity for deals stalled 21+ days	1. Create deal stalled 25 days<br>2. Check insight severity	Severity: CRITICAL	P1	Functional
SALES-043	Stalled Deals Severity	Verify warning severity for deals stalled 14-21 days	1. Create deal stalled 17 days<br>2. Check insight severity	Severity: WARNING	P1	Functional
SALES-044	High-Value At-Risk	Verify high-value low-probability deals detected	1. Create deal >$50k, probability <40%<br>2. GET insights<br>3. Check for high-value insight	Insight generated with recommendation	P1	Functional
SALES-045	Closing Soon	Verify deals closing soon but inactive detected	1. Create deal closing in 7 days, no recent activity<br>2. GET insights<br>3. Check for closing soon insight	Insight generated to follow up	P1	Functional
SALES-046	Insights Structure	Verify insight has all required fields	1. GET insights<br>2. Check insight object	Contains: anomaly_id, severity, title, description, recommendation, deal_id	P1	Functional
SALES-047	Insights Filtering	Verify insights filtered by tenant	1. GET insights for tenant A<br>2. GET insights for tenant B	Each tenant sees only their insights	P0	Security

7.6 Activity Tracking

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
SALES-048	Activities API	Verify GET /api/sales/activities returns activities	1. GET /api/sales/activities<br>2. Check response	Returns activities array with total_count	P0	Functional
SALES-049	Activity Types	Verify all activity types logged	1. Create deal, update stage, send email<br>2. GET activities<br>3. Check types	Activities: created, stage_changed, email_sent, call_completed	P1	Functional
SALES-050	Deal Creation Activity	Verify deal creation logged	1. Create new deal<br>2. GET activities for deal	Activity with type: "created", description includes deal name and value	P1	Functional
SALES-051	Stage Change Activity	Verify stage change logged	1. Update deal stage<br>2. GET activities for deal	Activity with type: "stage_changed", from/to stages	P1	Functional
SALES-052	Email Activity	Verify email logged	1. Log email sent activity<br>2. GET activities	Activity with type: "email_sent"	P1	Functional
SALES-053	Call Activity	Verify call completion logged	1. Log call completed activity<br>2. GET activities	Activity with type: "call_completed"	P1	Functional
SALES-054	Activity Pagination	Verify activities support pagination	1. GET activities with limit=10, offset=0<br>2. GET with offset=10	Correct page of results returned	P1	Functional
SALES-055	Deal Activities	Verify activities can be filtered by deal	1. GET /api/sales/activities?deal_id={id}<br>2. Check response	Only activities for that deal returned	P1	Functional
SALES-056	Activity Timestamps	Verify activities have correct timestamps	1. Create activity<br>2. Check timestamp	Timestamp matches current time in UTC	P1	Functional
SALES-057	Activity Descriptions	Verify activity descriptions are clear	1. Check various activity descriptions	Descriptions are human-readable and informative	P2	Functional

7.7 Revenue Forecasting

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
SALES-058	Forecast API	Verify GET /api/sales/forecast returns forecast	1. GET /api/sales/forecast?months=3<br>2. Check response	Returns forecast[] and summary	P0	Functional
SALES-059	Forecast by Month	Verify monthly breakdown accurate	1. Create deals with expected_close_date<br>2. GET forecast<br>3. Check monthly values	Deals grouped by close month correctly	P1	Functional
SALES-060	Weighted Forecast	Verify weighted forecast calculation	1. Check monthly weighted_forecast	weighted_forecast = sum(deal_value * probability/100) for month	P0	Functional
SALES-061	Best Case Forecast	Verify best case uses 100% probability	1. Check monthly best_case	best_case = sum(deal_value) assuming all close	P1	Functional
SALES-062	Worst Case Forecast	Verify worst case uses 0% probability	1. Check monthly worst_case	worst_case = 0 or very pessimistic	P1	Functional
SALES-063	Forecast Summary	Verify summary totals accurate	1. Check summary object	total_weighted_forecast, total_best_case, total_deals, avg_confidence	P1	Functional
SALES-064	Confidence Score	Verify confidence calculation	1. Check deal confidence	confidence based on deal age, stage, probability	P1	Functional
SALES-065	Forecast Months	Verify months parameter works	1. GET forecast?months=6<br>2. Check array length	6 months of forecast returned	P1	Functional
SALES-066	Forecast Empty	Verify forecast handles no deals	1. Delete all deals<br>2. GET forecast	Returns empty forecast with zero values	P1	Functional

7.8 Call Processing & Automation

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
SALES-067	Call Ingestion	Verify POST /api/sales/calls/process processes transcript	1. POST with meeting_id, title, transcript<br>2. Check response	Returns transcript_id, summary, action_items	P0	Functional
SALES-068	Call Summary	Verify AI generates call summary	1. POST call transcript<br>2. Check summary field	Concise summary of key discussion points	P1	Functional
SALES-069	Objection Extraction	Verify objections extracted from transcript	1. POST transcript with objections<br>2. Check objections array	Objections identified and categorized	P1	Functional
SALES-070	Action Items	Verify action items extracted	1. POST transcript<br>2. Check action_items	Action items with owners and deadlines	P1	Functional
SALES-071	Call Listing	Verify GET /api/sales/calls returns transcripts	1. GET /api/sales/calls<br>2. Check response	Array of call transcripts	P1	Functional
SALES-072	Call Listing	Verify calls can be filtered by deal	1. GET /api/sales/calls?deal_id={id}<br>2. Check response	Only calls for that deal returned	P1	Functional
SALES-073	Objection Handling	Verify objections can be tracked	1. POST /api/sales/objections<br>2. Check response	Objection categorized with suggested response	P1	Functional
SALES-074	Objection Categories	Verify common objection categories	1. Check objection categories	Pricing, Timeline, Competition, Technical, Authority, Budget	P1	Functional
SALES-075	Suggested Responses	Verify objection responses suggested	1. Track objection<br>2. GET suggested response	Rebuttal suggestions provided	P1	Functional

7.9 Commission & Order-to-Cash

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
SALES-076	Deal Won	Verify POST /api/sales/deals/{id}/win works	1. POST to win endpoint<br>2. Check deal status	Deal stage = CLOSED_WON, commission created	P0	Functional
SALES-077	Commission Calculation	Verify commission calculated on deal won	1. Win deal worth $100,000<br>2. Check commission entry	Commission = $10,000 (10% default rate)	P1	Functional
SALES-078	Commission Status	Verify commission starts as ACCRUED	1. Win deal<br>2. Check commission status	Status: ACCRUED	P1	Functional
SALES-079	Commission Approval	Verify commission can be approved	1. PATCH /api/sales/commissions/{id}/approve<br>2. Check status	Status: APPROVED	P1	Functional
SALES-080	Commission Payment	Verify commission can be marked paid	1. PATCH /api/sales/commissions/{id}/pay<br>2. Check status	Status: PAID, paid_at timestamp set	P1	Functional
SALES-081	Order-to-Cash	Verify invoice created on deal won	1. Win deal<br>2. Check Zoho Books integration	Invoice created in Zoho Books	P1	Integration
SALES-082	Order-to-Cash	Verify contact created in Zoho Books	1. Win deal<br>2. Check Zoho Books	Contact created from deal contact info	P1	Integration
SALES-083	Projected Commission	Verify projected commission calculation	1. GET /api/sales/commissions/projected<br>2. Check response	Projected commissions for open deals	P1	Functional

7.10 CRM Integration

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
SALES-084	Salesforce Sync	Verify leads can be imported from Salesforce	1. Connect Salesforce<br>2. POST /api/sales/integrations/salesforce/import<br>3. Check database	Leads imported with AI scores applied	P1	Integration
SALES-085	Salesforce Sync	Verify deals can be imported from Salesforce	1. Connect Salesforce<br>2. Import opportunities<br>3. Check deals	Deals imported with stage mapping	P1	Integration
SALES-086	Salesforce Sync	Verify deal stage mapping	1. Import Salesforce opportunity<br>2. Check deal stage	Salesforce stages mapped to system stages	P1	Integration
SALES-087	Salesforce Bidirectional	Verify deal changes sync to Salesforce	1. Update deal in system<br>2. Check Salesforce	Opportunity updated in Salesforce	P1	Integration
SALES-088	HubSpot Sync	Verify HubSpot deals can be imported	1. Connect HubSpot<br>2. Import deals<br>3. Check database	Deals imported from HubSpot	P1	Integration
SALES-089	Platform Badge	Verify deals show platform source	1. Check deal in pipeline<br>2. Check platform badge	Shows: Salesforce, HubSpot, or Manual	P1	Functional

7.11 Performance & Error Handling

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
SALES-090	API Performance	Verify dashboard stats loads in <500ms	1. Time GET /api/sales/dashboard/stats<br>2. Check response time	Response time < 500ms	P1	Performance
SALES-091	API Performance	Verify forecast loads in <1000ms	1. Time GET /api/sales/forecast<br>2. Check response time	Response time < 1000ms	P1	Performance
SALES-092	API Performance	Verify insights loads in <500ms	1. Time GET /api/sales/insights<br>2. Check response time	Response time < 500ms	P1	Performance
SALES-093	Error Handling	Verify invalid tenant_id returns 404	1. GET with non-existent tenant_id<br>2. Check response	404 Not Found	P0	Functional
SALES-094	Error Handling	Verify missing required fields returns 400	1. POST deal without required fields<br>2. Check response	400 Bad Request with error details	P0	Functional
SALES-095	Rate Limiting	Verify API rate limiting enforced	1. Make rapid requests<br>2. Check response after limit	429 Too Many Requests	P1	Security
SALES-096	Concurrency	Verify concurrent requests handled	1. Send 10 concurrent requests<br>2. Check responses	All requests succeed, data consistent	P1	Performance

7.12 Data Seeding & Testing

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
SALES-097	Demo Data	Verify seed_sales_demo.py creates test data	1. Run backend-saas/scripts/seed_sales_demo.py<br>2. Check database	Demo tenant created with 3 leads, 4 deals	P1	Functional
SALES-098	Demo Data	Verify demo lead scores are correct	1. Check demo leads<br>2. Verify ai_score values	ceo@growthcorp.com: 92, marketing@startup.io: 65, competitor@rival.com: 0 (SPAM)	P1	Functional
SALES-099	Demo Data	Verify demo deal pipeline values	1. Check demo deals<br>2. Verify values and stages	4 deals across all stages, total >$500k	P1	Functional
SALES-100	Demo Data	Verify stalled deals detected in demo	1. GET insights for demo tenant<br>2. Check for stalled deals	2 stalled deals identified (20 and 30 days)	P1	Functional

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8. Command Centers

8.1 Main Dashboard Command Center

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
CC-001	Main Dashboard	Verify dashboard loads with all widgets	1. Navigate to /dashboard<br>2. Check all widgets	All widgets displayed: KPIs, Quick Launch, Industry widgets	P0	Functional
CC-002	KPI Overview	Verify KPI cards display correct data	1. Check Total Cash & Runway<br>2. Check Sales Pipeline<br>3. Check Daily Intelligence	All KPIs show current values	P1	Functional
CC-003	Quick Launch Hub	Verify all quick launch options work	1. Click AI Command<br>2. Click Marketplace<br>3. Click Live Research	Each option navigates to correct page	P1	Functional
CC-004	Shopify Lifecycle Widget	Verify widget loads Shopify data	1. Check ShopifyLifecycleWidget<br>2. Verify lifecycle stages	All stages displayed: Discovery, Acquisition, Conversion, etc.	P1	Functional
CC-005	Industrial Lifecycle Widget	Verify widget shows manufacturing ops	1. Check IndustrialLifecycleWidget<br>2. Verify stages	Stages: Sourcing, Production, QA, Logistics	P1	Functional
CC-006	Team Widget	Verify MyTeamWidget shows team members	1. Check MyTeamWidget<br>2. Verify team list	Team members displayed with status	P1	Functional
CC-007	Usage Indicator	Verify usage tracks billing	1. Check UsageIndicator<br>2. Verify percentage	Shows current usage vs quota	P1	Functional

8.2 Analytics Command Center

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
CC-101	Analytics Dashboard	Verify analytics page loads	1. Navigate to /dashboard/analytics<br>2. Check page load	Dashboard displays with ROI metrics	P0	Functional
CC-102	ROI Configuration	Verify ROI can be configured	1. Set agent time savings rate<br>2. Save configuration	ROI calculations use configured rate	P1	Functional
CC-103	Savings Recommendations	Verify recommendations generated	1. GET /api/billing/recommendations<br>2. Check response	Recommendations for optimization	P1	Functional
CC-104	Model Optimization	Verify model optimization suggested	1. Check recommendations<br>2. Find model optimization	Suggests switching to cost-effective models	P1	Functional
CC-105	Archive Dormant Agents	Verify dormant agents identified	1. Check recommendations<br>2. Find dormant agents	Agents with no activity >30 days listed	P1	Functional
CC-106	Daily Spend Trend	Verify spend chart displays	1. Check Daily Spend Trend chart<br>2. Verify data points	Daily spend over last 30 days	P1	Functional
CC-107	Workspace Distribution	Verify pie chart shows breakdown	1. Check Workspace Distribution chart<br>2. Verify segments	Cost breakdown by workspace/agent	P1	Functional
CC-108	Agent Performance Table	Verify performance table loads	1. Check Agent Performance table<br>2. Verify columns	Agent name, tasks, success rate, cost displayed	P1	Functional
CC-109	Success Rate Trend	Verify success rate chart	1. Check Success Rate Trend<br>2. Verify trend line	Shows success rate over time	P1	Functional
CC-110	Cost by Model	Verify model cost breakdown	1. Check Cost by Model chart<br>2. Verify models	GPT-4, Claude, etc. with costs	P1	Functional
CC-111	Top Agent Spenders	Verify top spenders list	1. Check Top Agent Spenders<br>2. Verify ranking	Agents sorted by spend desc	P1	Functional

8.3 Marketing Command Center

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
CC-201	Marketing Dashboard	Verify marketing page loads	1. Navigate to /dashboard/marketing<br>2. Check page load	Marketing dashboard with multi-channel tracking	P0	Functional
CC-202	Shopify Integration	Verify Shopify data displayed	1. Check Shopify integration<br>2. Verify metrics	Orders, revenue, traffic shown	P1	Integration
CC-203	Email Campaigns	Verify email campaign tracking	1. Check email campaigns section<br>2. Verify metrics	Open rate, click rate, conversions	P1	Functional
CC-204	Social Media	Verify social media metrics	1. Check social media section<br>2. Verify platforms	Facebook, Instagram, LinkedIn metrics	P1	Functional
CC-205	Google Ads	Verify Google Ads data	1. Check Google Ads section<br>2. Verify metrics	Impressions, clicks, CPC, conversions	P1	Integration
CC-206	Meta Ads	Verify Meta Ads data	1. Check Meta Ads section<br>2. Verify metrics	Facebook & Instagram ad performance	P1	Integration
CC-207	Organic Search	Verify SEO metrics displayed	1. Check organic search section<br>2. Verify metrics	Rankings, traffic, backlinks	P1	Functional
CC-208	Marketing ROI	Verify ROI calculations accurate	1. Check MarketingROIView<br>2. Verify ROI percentage	ROI = (revenue - spend) / spend * 100	P1	Functional
CC-209	High-Intent Leads	Verify high-intent lead scoring	1. Check leads section<br>2. Verify scoring	Leads scored by buying intent	P1	Functional
CC-210	Marketing Agents	Verify marketing agents listed	1. Check agents grid<br>2. Verify agent types	Shopify, Email, Social, GMB/SEO agents	P1	Functional

8.4 Industrial Command Center

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
CC-301	Industrial Dashboard	Verify industrial page loads	1. Navigate to /dashboard/industrial<br>2. Check page load	Industrial dashboard with lifecycle stages	P0	Functional
CC-302	Strategic Sourcing	Verify sourcing stage displayed	1. Check sourcing stage<br>2. Verify metrics	Suppliers, lead times, costs	P1	Functional
CC-303	Production Flow	Verify production stage	1. Check production stage<br>2. Verify metrics	Output, efficiency, downtime	P1	Functional
CC-304	Quality Assurance	Verify QA stage	1. Check QA stage<br>2. Verify metrics	Defect rate, inspections, passes	P1	Functional
CC-305	Smart Logistics	Verify logistics stage	1. Check logistics stage<br>2. Verify metrics	Shipments, tracking, delivery times	P1	Functional
CC-306	Swarm Activity Feed	Verify activity feed displays	1. Check activity feed<br>2. Verify actions	Real-time agent actions with timestamps	P1	Functional
CC-307	Force Optimization	Verify optimization trigger works	1. Click "Force Optimization"<br>2. Check response	Optimization cycle initiated	P1	Functional
CC-308	Industrial ROI	Verify ROI calculations	1. Check IndustrialROIView<br>2. Verify ROI	Efficiency gains, cost savings	P1	Functional
CC-309	Activity Logging	Verify actions logged with status	1. Perform action<br>2. Check feed	Action shown with success/failure indicator	P1	Functional

8.5 Shopify Command Center

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
CC-401	Shopify Dashboard	Verify Shopify page loads	1. Navigate to /dashboard/shopify<br>2. Check page load	Shopify command center with e-commerce lifecycle	P0	Functional
CC-402	Discovery Phase	Verify discovery stage	1. Check discovery phase<br>2. Verify metrics	Market research, trends, opportunities	P1	Functional
CC-403	Acquisition Phase	Verify acquisition stage	1. Check acquisition stage<br>2. Verify metrics	Traffic sources, conversion rates	P1	Functional
CC-404	Conversion Phase	Verify conversion stage	1. Check conversion stage<br>2. Verify metrics	Add to cart, checkout completion	P1	Functional
CC-405	Fulfillment Phase	Verify fulfillment stage	1. Check fulfillment stage<br>2. Verify metrics	Orders shipped, delivery times	P1	Functional
CC-406	Retention Phase	Verify retention stage	1. Check retention stage<br>2. Verify metrics	Repeat purchases, LTV	P1	Functional
CC-407	Analytics Phase	Verify analytics stage	1. Check analytics phase<br>2. Verify metrics	Performance reports, insights	P1	Functional
CC-408	Shopify Swarm	Verify swarm status displayed	1. GET /api/proxy/shopify/swarm/status<br>2. Check response	Swarm status: active/idle, last run	P1	Functional
CC-409	Agent Activity Feed	Verify feed shows store actions	1. Check ShopifyAgentFeed<br>2. Verify actions	Store automation actions logged	P1	Functional
CC-410	Connection Status	Verify Shopify connection check	1. Check connection indicator<br>2. Verify status	Shows: Connected/Disconnected	P1	Functional

8.6 Financial Forensics Command Center

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
CC-501	Forensics Dashboard	Verify forensics page loads	1. Navigate to /dashboard/forensics<br>2. Check page load	Forensics dashboard with 3 modules	P0	Functional
CC-502	Vendor Watch	Verify vendor drift detected	1. GET /api/business-health/forensics/vendor-drift<br>2. Check response	Vendors with increasing costs listed	P1	Functional
CC-503	Vendor Drift Alert	Verify drift threshold works	1. Set vendor cost increase >20%<br>2. Check alerts	Vendor flagged with cost increase %	P1	Functional
CC-504	Smart Pricing	Verify pricing opportunities identified	1. GET /api/business-health/forensics/pricing-opportunities<br>2. Check response	Products with pricing potential listed	P1	Functional
CC-505	Pricing Recommendations	Verify margin analysis	1. Check pricing opportunities<br>2. Verify margin data	Current margin vs potential	P1	Functional
CC-506	Subscription Waste	Verify unused SaaS detected	1. GET /api/business-health/forensics/subscription-waste<br>2. Check response	Unused subscriptions identified	P1	Functional
CC-507	Subscription Cancellation	Verify cancel suggestions provided	1. Check subscription waste<br>2. Verify suggestions	Cancel recommendations with savings	P1	Functional
CC-508	Cost Aggregation	Verify costs aggregated correctly	1. Check forensics data<br>2. Verify totals	Monthly/quarterly cost totals	P1	Functional

8.7 Owner Command Center

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
CC-601	Owner Dashboard	Verify owner page loads	1. Navigate to /dashboard/owner<br>2. Check page load	Owner dashboard with business insights	P0	Functional
CC-602	Daily Briefing	Verify AI briefing generated	1. Check DailyBriefingCard<br>2. Verify content	Personalized business insights	P1	Functional
CC-603	Health Metrics	Verify health metrics grid	1. Check HealthMetricsGrid<br>2. Verify metrics	KPIs across all areas	P1	Functional
CC-604	Business Health API	Verify health data returned	1. GET /api/business-health/dashboard<br>2. Check response	Overall health score and metrics	P1	Functional
CC-605	Decision Simulator	Verify simulator available	1. Check for Decision Simulator<br>2. Verify status	Shows "Coming Soon" or functional	P2	Functional

8.8 Risk & Resilience Command Center

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
CC-701	Risk Dashboard	Verify risk page loads	1. Navigate to /dashboard/risk<br>2. Check page load	Risk dashboard with 4 modules	P0	Functional
CC-702	Churn Prediction	Verify churn predictions generated	1. GET /api/business-health/risk/churn-predictions<br>2. Check response	Customers at risk with probability	P1	Functional
CC-703	Churn Probability	Verify probability scores accurate	1. Check churn predictions<br>2. Verify scores	Scores 0-100%, high risk >70%	P1	Functional
CC-704	Financial Risk	Verify financial risk detection	1. GET /api/business-health/risk/financial-risk<br>2. Check response	Fraud alerts, AR delays	P1	Functional
CC-705	Fraud Detection	Verify fraud alerts work	1. Check financial risk<br>2. Verify fraud alerts	Suspicious transactions flagged	P1	Functional
CC-706	AR Delays	Verify AR delay predictions	1. Check financial risk<br>2. Verify AR delays	Overdue invoices predicted	P1	Functional
CC-707	Growth Readiness	Verify growth constraints identified	1. GET /api/business-health/risk/growth-constraints<br>2. Check response	Bottlenecks listed	P1	Functional
CC-708	Security Audit	Verify desktop security monitor	1. Check DesktopSecurityAudit<br>2. Verify status	Security status and issues	P1	Functional

8.9 Support Command Center

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
CC-801	Support Dashboard	Verify support page loads	1. Navigate to /dashboard/support<br>2. Check page load	Support dashboard with tickets	P0	Functional
CC-802	Ticket Creation	Verify ticket can be created	1. POST /api/support/tickets<br>2. Check response	Ticket created with ticket_id	P1	Functional
CC-803	Ticket Listing	Verify tickets listed	1. GET /api/support/tickets<br>2. Check response	Array of support tickets	P1	Functional
CC-804	Ticket Details	Verify ticket details load	1. GET /api/support/tickets/{id}<br>2. Check response	Full ticket details with history	P1	Functional
CC-805	Ticket Priority	Verify priority badges work	1. Check ticket list<br>2. Verify priority display	High/Low priority badges shown	P1	Functional
CC-806	AI Responses	Verify AI generates responses	1. Open ticket<br>2. Click "Generate AI Response"<br>3. Check response	Contextual response generated	P1	Functional
CC-807	Real-time Updates	Verify ticket status updates	1. Update ticket status<br>2. Check UI	Status updates in real-time	P1	Functional
CC-808	Ticket History	Verify ticket detail shows history	1. Open ticket<br>2. Check TicketDetail	History of all changes shown	P1	Functional

8.10 Skills Marketplace Command Center

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
CC-901	Skills Dashboard	Verify skills page loads	1. Navigate to /dashboard/skills<br>2. Check page load	Skills marketplace with available skills	P0	Functional
CC-902	Skill Discovery	Verify skills can be browsed	1. Check skills grid<br>2. Verify filters	Skills displayed with filters	P1	Functional
CC-903	Skill Assignment	Verify skill can be assigned to agent	1. Select skill<br>2. Click "Assign"<br>3. Choose agent	Skill assigned to agent	P1	Functional
CC-904	Skill Types	Verify all skill types listed	1. Check skill type badges<br>2. Verify types	API, Function, Script, Docker	P1	Functional
CC-905	Public Skills	Verify public skills visible	1. Filter by public<br>2. Check results	Public marketplace skills shown	P1	Functional
CC-906	Private Skills	Verify private skills shown	1. Filter by private<br>2. Check results	Tenant-specific skills shown	P1	Functional
CC-907	Skill Creation	Verify skill can be created	1. Navigate to /dashboard/skills/create<br>2. Create skill	Skill added to marketplace	P1	Functional

8.11 Additional Component Command Centers

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
CC-1001	Budget Command Center	Verify budget dashboard works	1. Access BudgetCommandCenter component<br>2. Check data	Budget tracking displayed	P2	Functional
CC-1002	Communication Command Center	Verify communication dashboard works	1. Access CommunicationCommandCenter<br>2. Check features	Team messaging, email analytics	P2	Functional
CC-1003	Finance Command Center	Verify finance dashboard works	1. Access FinanceCommandCenter<br>2. Check features	Accounting, invoicing, reports	P2	Functional
CC-1004	Knowledge Command Center	Verify knowledge dashboard works	1. Access KnowledgeCommandCenter<br>2. Check features	Documentation, KB, AI search	P2	Functional
CC-1005	Project Command Center	Verify project dashboard works	1. Access ProjectCommandCenter<br>2. Check features	Projects, tasks, milestones	P2	Functional
CC-1006	Sales Command Center Component	Verify sales component works	1. Access SalesCommandCenter component<br>2. Check features	Pipeline, CRM, deals	P2	Functional

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9. Security & Governance

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
SEC-001	Rate Limiting	Verify rate limit enforced on API	1. Make rapid requests to API endpoint<br>2. Check response after threshold	429 Too Many Requests returned	P0	Security
SEC-002	Rate Limiting	Verify rate limit is per-tenant	1. Make requests from tenant A<br>2. Make requests from tenant B<br>3. Check limits	Each tenant has independent rate limit	P0	Security
SEC-003	Agent Governance	Verify governance rules block unauthorized actions	1. Create governance rule blocking data deletion<br>2. Attempt deletion with agent	Action blocked, rule violation logged	P0	Security
SEC-004	Agent Governance	Verify governance logs are auditable	1. Check governance audit logs<br>2. Filter by agent, action, date	All governance decisions logged with timestamps	P1	Security
SEC-005	BYOK	Verify tenant can provide own API key	1. Navigate to /settings/security<br>2. Enter OpenAI API key<br>3. Save	Key encrypted and stored in tenant_settings	P1	Security
SEC-006	BYOK	Verify tenant API key is used for embeddings	1. Set tenant API key<br>2. Perform action requiring embeddings<br>3. Check API usage	Tenant's key used, not platform key	P1	Security
SEC-007	Audit Logging	Verify all user actions are logged	1. Perform any action (create agent, etc.)<br>2. Check audit logs	Action logged with user, timestamp, details	P0	Security
SEC-008	Audit Logging	Verify audit logs are tamper-proof	1. Attempt to modify audit log entry<br>2. Check result	Modification denied or logged	P1	Security
SEC-009	RBAC	Verify role-based access control works	1. Create user with Viewer role<br>2. Attempt admin action	Access denied, 403 Forbidden	P0	Security
SEC-010	RBAC	Verify permissions can be customized	1. Create custom role<br>2. Assign specific permissions<br>3. Assign to user<br>4. Test access	User has exactly assigned permissions	P1	Functional
SEC-011	Data Encryption	Verify sensitive data encrypted at rest	1. Check database for API keys<br>2. Check S3 for sensitive files	Data encrypted, not plaintext	P0	Security
SEC-012	Data Encryption	Verify data encrypted in transit	1. Check API connection<br>2. Check database connection	TLS/SSL enforced	P0	Security

---

10. Package Management

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
PKG-001	Python Whitelist	Verify approved package can be installed	1. Request installation of whitelisted package<br>2. Check installation	Package installed successfully	P1	Functional
PKG-002	Python Whitelist	Verify non-whitelisted package blocked	1. Request installation of non-whitelisted package<br>2. Check result	Installation blocked, approval requested	P0	Security
PKG-003	Python Whitelist	Verify vulnerability scan runs on install	1. Install whitelisted package<br>2. Check scan results	pip-audit or Snyk scan executed	P1	Security
PKG-004	Python Whitelist	Verify vulnerable package version blocked	1. Attempt to install package with known vulnerability<br>2. Check result	Installation blocked, vulnerability reported	P0	Security
PKG-005	NPM Integration	Verify NPM package can be installed	1. Request NPM package installation<br>2. Check result	Package installed in Docker container	P1	Functional
PKG-006	NPM Integration	Verify NPM audit runs on install	1. Install NPM package<br>2. Check audit results	npm audit executed, vulnerabilities reported	P1	Security
PKG-007	Package Isolation	Verify packages isolated per skill	1. Install package for skill A<br>2. Check skill B environment	Package not available to skill B	P1	Security
PKG-008	Package Approval	Verify admin can approve package	1. Navigate to package whitelist<br>2. Submit package for approval<br>3. Admin approves<br>4. Install package	Package added to whitelist, installation succeeds	P1	Functional
PKG-009	postinstall Protection	Verify malicious postinstall blocked	1. Attempt package with suspicious postinstall<br>2. Check execution	postinstall executed in isolated container	P0	Security

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11. Billing & Pricing

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
BILL-001	Pricing Tiers	Verify all 4 tiers available	1. Navigate to /settings/billing<br>2. Check upgrade options	Free, Solo ($19), Team ($79), Enterprise ($299) shown	P1	Functional
BILL-002	Usage Tracking	Verify agent usage tracked	1. Execute agent tasks<br>2. Check usage dashboard	Task count incremented, quota updated	P0	Functional
BILL-003	Usage Limits	Verify free tier limit of 50/day enforced	1. Execute 50 agent tasks on free tier<br>2. Attempt 51st task	Error: "Daily limit reached"	P0	Functional
BILL-004	Usage Limits	Verify solo tier limit of 500/day	1. Upgrade to Solo tier<br>2. Execute 500 agent tasks<br>3. Attempt 501st task	Error: "Daily limit reached"	P1	Functional
BILL-005	Billing Cycle	Verify billing cycle is monthly	1. Check billing start date<br>2. Wait one month<br>3. Check invoice	Invoice generated for monthly period	P1	Functional
BILL-006	Invoice Generation	Verify invoice includes line items	1. Navigate to billing<br>2. View latest invoice	Invoice shows: Plan, usage, total amount	P1	Functional
BILL-007	Payment Processing	Verify payment method can be added	1. Navigate to billing<br>2. Click "Add Payment Method"<br>3. Enter card details<br>4. Save	Payment method added and verified	P0	Functional
BILL-008	Payment Processing	Verify payment fails with invalid card	1. Attempt to add invalid card<br>2. Check result	Error: "Invalid payment method"	P1	Functional
BILL-009	Subscription Upgrade	Verify upgrade takes effect immediately	1. Upgrade from Free to Solo<br>2. Check agent limit	Limit increased to 10 agents immediately	P1	Functional
BILL-010	Subscription Downgrade	Verify downgrade takes effect next cycle	1. Downgrade from Team to Solo<br>2. Check current limits	Full Team features until cycle end	P1	Functional
BILL-011	Enterprise Plan	Verify enterprise allows unlimited agents	1. Subscribe to Enterprise<br>2. Create agents beyond 25	No agent limit enforced	P1	Functional

---

12. Admin & Monitoring

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
ADM-001	Admin Dashboard	Verify admin dashboard accessible to admins	1. Login as admin user<br>2. Navigate to /admin	Dashboard loads with admin controls	P0	Functional
ADM-002	Admin Dashboard	Verify non-admin cannot access admin dashboard	1. Login as regular user<br>2. Navigate to /admin	403 Forbidden or redirect	P0	Security
ADM-003	User Management	Verify admin can view all users	1. Navigate to admin/users<br>2. Check user list	All users across tenants displayed	P1	Functional
ADM-004	User Management	Verify admin can deactivate user	1. Select user<br>2. Click "Deactivate"<br>3. Confirm	User deactivated, cannot login	P1	Functional
ADM-005	Tenant Management	Verify admin can view all tenants	1. Navigate to admin/tenants<br>2. Check tenant list	All tenants displayed with metrics	P1	Functional
ADM-006	Tenant Management	Verify admin can suspend tenant	1. Select tenant<br>2. Click "Suspend"<br>3. Confirm	Tenant suspended, all access blocked	P1	Functional
ADM-007	System Health	Verify health metrics displayed	1. Navigate to admin/health<br>2. Check metrics	CPU, memory, database, Redis status shown	P1	Functional
ADM-008	System Logs	Verify system logs accessible	1. Navigate to admin/logs<br>2. Apply filters	Logs displayed with filtering options	P1	Functional
ADM-009	Governance Panel	Verify governance rules manageable	1. Navigate to governance panel<br>2. Create/edit/delete rule	Rules CRUD operations work	P1	Functional
ADM-010	Interventions Feed	Verify interventions displayed in real-time	1. Trigger agent intervention<br>2. Check interventions feed	Intervention appears with details	P1	Functional

---

13. Dashboard & Analytics

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
DASH-001	Main Dashboard	Verify dashboard loads for authenticated user	1. Login to application<br>2. Navigate to /dashboard	Dashboard displays with widgets	P0	Functional
DASH-002	Main Dashboard	Verify dashboard shows agent summary	1. Check dashboard agents widget	Total agents, active agents, by maturity shown	P1	Functional
DASH-003	Industry Dashboard	Verify industry-specific dashboards load	1. Navigate to /dashboard/marketing<br>2. Check content	Marketing-specific metrics and tools shown	P1	Functional
DASH-004	Analytics Dashboard	Verify analytics page displays charts	1. Navigate to /analytics<br>2. Check visualizations	Charts for agent performance, usage, etc.	P1	Functional
DASH-005	Analytics Dashboard	Verify date range filter works	1. Select custom date range<br>2. Apply filter	Charts update for selected period	P1	Functional
DASH-006	Analytics Dashboard	Verify data can be exported	1. Click "Export"<br>2. Select format (CSV/JSON)<br>3. Download	File downloaded with correct data	P1	Functional

---

14. Marketplace

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
MKT-001	Skill Marketplace	Verify marketplace displays skills	1. Navigate to /marketplace<br>2. Browse skills	Skills listed with descriptions, ratings	P1	Functional
MKT-002	Skill Marketplace	Verify skills can be filtered	1. Apply filters (category, rating, price)<br>2. Check results	Filtered skills displayed	P1	Functional
MKT-003	Skill Purchase	Verify free skill can be installed	1. Select free skill<br>2. Click "Install"<br>3. Confirm	Skill added to tenant, ready to use	P1	Functional
MKT-004	Skill Purchase	Verify paid skill requires payment	1. Select paid skill<br>2. Click "Purchase"<br>3. Check result	Payment flow initiated	P1	Functional
MKT-005	Skill Submission	Verify custom skill can be submitted	1. Navigate to /canvas-skills/marketplace/submit<br>2. Upload skill<br>3. Enter details<br>4. Submit	Skill submitted for review	P1	Functional
MKT-006	Skill Rating	Verify skills can be rated	1. Use installed skill<br>2. Submit rating and review<br>3. Check marketplace	Rating updated, review displayed	P1	Functional
MKT-007	Canvas Marketplace	Verify canvas components can be shared	1. Create canvas component<br>2. Submit to marketplace<br>3. Check listing	Component appears in marketplace	P2	Functional

---

15. Settings & Configuration

Test ID	Feature	Test Case	Test Steps	Expected Result	Priority	Type
SET-001	Account Settings	Verify user profile can be updated	1. Navigate to /settings/account<br>2. Update name, email<br>3. Save	Changes saved and reflected	P1	Functional
SET-002	Account Settings	Verify password can be changed	1. Navigate to /settings/account<br>2. Enter current password<br>3. Enter new password<br>4. Save	Password updated, must re-login	P1	Functional
SET-003	Notification Settings	Verify notification preferences work	1. Navigate to /settings/notifications<br>2. Toggle notification types<br>3. Save	Preferences saved, notifications updated	P1	Functional
SET-004	Security Settings	Verify 2FA can be enabled/disabled	1. Navigate to /settings/security<br>2. Toggle 2FA<br>3. Follow setup/disable steps	2FA status updated	P1	Security
SET-005	Governance Settings	Verify governance rules can be configured	1. Navigate to /settings/governance<br>2. Create rule<br>3. Set conditions<br>4. Save	Rule created and enforced	P1	Functional
SET-006	SSO Configuration	Verify SSO can be configured	1. Navigate to /settings/sso<br>2. Enter SSO provider details<br>3. Save	SSO configuration saved	P1	Integration
SET-007	Role Management	Verify custom roles can be created	1. Navigate to /settings/roles<br>2. Click "New Role"<br>3. Set permissions<br>4. Save	Role created, can assign to users	P1	Functional

---

Test Execution Summary

Priority Breakdown

**P0 (Critical):** 112 tests - Must pass for release
**P1 (High):** 237 tests - Important features
**P2 (Medium):** 24 tests - Nice to have
**P3 (Low):** 0 tests - Future enhancements

**Total Test Cases:** 373

Type Breakdown

**Functional:** 252 tests
**Security:** 56 tests
**Integration:** 48 tests
**Performance:** 17 tests
**E2E:** 0 tests (covered by Playwright)

---

Coverage by Feature Area

Feature Area	Test Count	Coverage
Sales Hub	100	Comprehensive
Command Centers	106	Comprehensive
Authentication & Authorization	15	Complete
Agent Management	18	Complete
Multi-Tenancy	10	Complete
Canvas System	14	Complete
Brain Systems	15	Complete
Integrations	14	Complete
Security & Governance	12	Complete
Package Management	9	Complete
Billing & Pricing	11	Complete
Admin & Monitoring	10	Complete
Dashboard & Analytics	6	Complete
Marketplace	7	Complete
Settings & Configuration	7	Complete

---

Test Data Requirements

Sales Hub Test Data

# Demo tenant
tenant_id = "demo_tenant"
workspace_id = "demo_workspace"

# Test leads
leads = [
    {"email": "ceo@growthcorp.com", "ai_score": 92, "status": "QUALIFIED"},
    {"email": "marketing@startup.io", "ai_score": 65, "status": "NEW"},
    {"email": "competitor@rival.com", "ai_score": 0, "status": "SPAM"}
]

# Test deals
deals = [
    {"name": "Enterprise License", "value": 120000, "stage": "NEGOTIATION"},
    {"name": "Global Rollout", "value": 250000, "stage": "PROPOSAL", "stalled_days": 20},
    {"name": "Team Expansion", "value": 45000, "stage": "QUALIFICATION"},
    {"name": "Security Upgrade", "value": 85000, "stage": "DISCOVERY", "stalled_days": 30}
]

Command Centers Test Data

Shopify store with order history
Industrial manufacturing processes
Marketing campaigns across channels
Support tickets with various priorities
Financial transactions for forensics

---

Test Execution Commands

Backend Tests

# Run all backend tests
cd backend-saas && pytest

# Run sales-specific tests
cd backend-saas && pytest tests/sales/

# Seed test data
cd backend-saas && python scripts/seed_sales_demo.py

Frontend Tests

# Run all frontend tests
npm run test

# Run E2E tests
npm run test:e2e

# Run coverage
npm run test:coverage

API Testing

# Test sales hub endpoints
./test_sales_hub.sh

# Test sales API
./test_sales_api.sh

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**Document Status:** ✅ Complete - Comprehensive Version