Skip to content

DATA_VERIFICATION_CHECKLIST.md

Latest commit

 

History

History
269 lines (214 loc) · 12.4 KB

DATA_VERIFICATION_CHECKLIST.md

File metadata and controls

269 lines (214 loc) · 12.4 KB

✅ DATA VERIFICATION & TESTING CHECKLIST

Overview

Use this systematic checklist to verify that all test data is properly created and all TechSolutionApp features are functioning correctly. Complete each section in order for comprehensive validation.

🎯 PHASE 1: BASIC DATA VERIFICATION

✅ Supplier Records Verification

  • Navigate to Suppliers Tab: Confirm tab is visible in Tech Solutions app
  • Count Records: Verify 5-7 supplier records created
  • Check Required Fields: All suppliers have Company Name, Contact Person, Email
  • Verify Ratings: Supplier ratings range from 2-5 (realistic distribution)
  • Geographic Distribution: Multiple countries represented
  • Active Status: Mix of active (6) and inactive (1) suppliers

✅ Device Records Verification

  • Navigate to Devices Tab: Confirm tab is visible and accessible
  • Count Records: Verify 10-15 device records created
  • Category Distribution:
    • Hardware devices (5): Computer, Server, Networking, Storage, Mobile
    • Software licenses (5): Software, License, Cloud Service, Digital Asset
    • Accessories (5): Accessory, Cable, Peripheral, Component, Consumable
  • Price Range Verification: Devices range from $24.99 to $4,599.00
  • Stock Level Variety: Mix of high stock (100+), medium (20-50), low (3-15)
  • Supplier Relationships: All devices linked to appropriate suppliers

✅ Customer Records Verification

  • Navigate to Customers Tab: Confirm tab is visible and accessible
  • Count Records: Verify 8-10 customer records created
  • Customer Type Distribution:
    • Business customers (6): Enterprise, Small Business, Government, Non-Profit
    • Individual customers (4): Individual, Student, Senior
  • Status Distribution: Active, VIP, Prospect, Inactive statuses represented
  • Credit Limit Range: $2,500 to $100,000 based on customer type

✅ Device Order Records Verification

  • Navigate to Device Orders Tab: Confirm tab is visible and accessible
  • Count Records: Verify 15-20 order records created
  • Date Distribution: Orders span last 90 days (check Order_Date__c field)
  • Priority Distribution: Critical, High, Medium, Low priorities represented
  • Status Distribution: Draft, Pending, Confirmed, Shipped, Delivered statuses
  • Customer Relationships: Orders linked to both Business and Individual customers
  • Device Relationships: Orders reference various device types and price ranges

🔧 PHASE 2: FORMULA FIELD VERIFICATION

✅ Device Profit Margin Calculations

  • Navigate to Device Record: Open any device with Cost Price and Price values
  • Check Profit_Margin__c Field: Verify formula calculates correctly
    • Formula: ((Price__c - Cost_Price__c) / Price__c) * 100
    • Example: Price $1,299, Cost $899 = 30.79% profit margin
  • Test Multiple Devices: Verify calculations across different price ranges
  • Edge Cases: Check devices with zero cost price or equal cost/price

✅ Order Final Amount Calculations

  • Navigate to Device Order Record: Open order with discount percentage
  • Check Final_Amount__c Field: Verify formula calculates correctly
    • Formula: Total_Price__c * (1 - (Discount_Percentage__c / 100))
    • Example: Total $6,495, Discount 10% = $5,845.50 final amount
  • Test Various Discounts: 0%, 5%, 10%, 15%, 20% discount scenarios
  • Verify Total_Price__c: Should equal Device Price × Quantity

🔍 PHASE 3: VALIDATION RULE TESTING

✅ Device Required Validation

  • Create New Order: Navigate to Device Orders → New
  • Leave Device Blank: Try to save order without selecting device
  • Verify Error Message: Should display "Device selection is required for all orders"
  • Add Device: Select device and verify save succeeds

✅ Positive Quantity Validation

  • Create New Order: Start new Device Order
  • Enter Negative Quantity: Try quantity of -1 or 0
  • Verify Error Message: Should display "Quantity must be greater than 0"
  • Enter Positive Quantity: Change to 1+ and verify save succeeds

✅ Stock Availability Validation

  • Find Low Stock Device: Identify device with stock quantity < 10
  • Create Large Order: Try to order more than available stock
  • Verify Error Message: Should display stock availability warning
  • Adjust Quantity: Reduce to available stock and verify save succeeds

⚡ PHASE 4: TRIGGER FUNCTIONALITY TESTING

✅ Order Trigger Execution

  • Create Test Order: Create new order with valid data
  • Check Confirmation Number: Verify Confirmation_Number__c is auto-generated
  • Verify Total Price: Confirm Total_Price__c = Device Price × Quantity
  • Check Order Date: Verify Order_Date__c defaults to today
  • Stock Impact: Check if device stock quantity decreased (if trigger includes stock management)

✅ Stock Status Updates

  • Check Stock Status Field: Navigate to devices and verify Stock_Status__c values
  • Expected Values:
    • "In Stock": Devices with stock > minimum stock level
    • "Low Stock": Devices with stock ≤ minimum stock level but > 0
    • "Out of Stock": Devices with stock = 0
  • Create Order to Test: Place order that would trigger stock status change

📊 PHASE 5: LIST VIEW FUNCTIONALITY

✅ Enhanced Device Orders List Views

  • All_Orders_Enhanced View:

    • Navigate to Device Orders → Change view to "All Orders Enhanced"
    • Verify columns: Name, Device, Customer, Quantity, Status, Order Date, Priority
    • Check sorting functionality on different columns
    • Verify all 15-20 orders are visible

  • Recent_Orders_Dashboard View:

    • Change to "Recent Orders Dashboard" view
    • Verify time-based filtering (last 30 days)
    • Check that only recent orders appear
    • Verify essential fields for dashboard analytics

  • Confirmed_Orders View:

    • Change to "Confirmed Orders" view
    • Verify status-based filtering (only Confirmed status)
    • Check business process optimization

✅ Enhanced Customer List Views

  • All_Customers_Enhanced View:

    • Navigate to Customers → Change view to "All Customers Enhanced"
    • Verify comprehensive field visibility
    • Check customer type and status distribution

  • VIP_Customers View:

    • Change to "VIP Customers" view
    • Verify only VIP status customers appear
    • Check credit limit and customer type information

✅ Enhanced Device List View

  • All_Devices_Enhanced View:
    • Navigate to Devices → Change view to "All Devices Enhanced"
    • Verify analytics fields: Cost Price, Profit Margin, Stock Status
    • Check device type distribution and stock levels

🚀 PHASE 6: LIGHTNING WEB COMPONENT TESTING

✅ OrderDashboardMinimal Component Access

  • Navigate to Component:
    • Method 1: App Launcher → Search "Order Dashboard"
    • Method 2: Create Lightning Page and add component
    • Method 3: Add to Home Page or Record Page
  • Verify Component Loads: Confirm component displays without errors
  • Check Data Integration: Verify component shows order data
  • Test Responsiveness: Check display on different screen sizes

✅ Dashboard Functionality Testing

  • Data Display Verification:
    • Recent orders appear in component
    • Order details display correctly (device, customer, amounts)
    • Status and priority information visible
  • Real-time Updates:
    • Create new order in separate tab
    • Refresh dashboard and verify new order appears
  • Error Handling:
    • Check component behavior with no data
    • Verify graceful handling of missing relationships

🔧 PHASE 7: PERMISSION SET VERIFICATION

✅ TechSolutions_Admin Permission Set

  • Verify Assignment: Check that permission set is assigned to your user
  • Object Access: Confirm CRUD permissions for all custom objects
  • Field Access: Verify read/write access to all custom fields
  • Apex Class Access: Confirm execute permissions for OrderDashboardMinimal
  • Tab Visibility: Verify all custom tabs are visible in Tech Solutions app

📈 PHASE 8: END-TO-END WORKFLOW TESTING

✅ Complete Order Processing Workflow

  1. Customer Creation: Create new customer record
  2. Device Selection: Identify device with adequate stock
  3. Order Creation: Create new order linking customer and device
  4. Validation Testing: Verify all validation rules execute properly
  5. Trigger Execution: Confirm automatic field population (confirmation number, total price)
  6. Stock Impact: Check device stock quantity adjustment
  7. Dashboard Update: Verify order appears in dashboard component
  8. List View Update: Confirm order visible in enhanced list views

✅ Business Scenario Testing

  • VIP Customer Order: Create order for VIP customer with discount
  • Bulk Order Processing: Create large quantity order for business customer
  • Individual Consumer Purchase: Create simple order for individual customer
  • Urgent Order: Create critical priority order with expedited delivery
  • Stock Depletion: Create orders that bring device stock to low/out levels

🎯 PHASE 9: ANALYTICS AND REPORTING VERIFICATION

✅ Financial Analytics

  • Profit Margin Analysis: Review devices with highest/lowest profit margins
  • Revenue Calculations: Verify order final amounts with discounts
  • Customer Value: Analyze orders by customer type and credit limits
  • Supplier Performance: Review orders by supplier rating and geography

✅ Inventory Analytics

  • Stock Level Distribution: Analyze devices by stock status
  • Reorder Point Analysis: Identify devices approaching reorder points
  • Category Performance: Compare sales across Hardware/Software/Accessories
  • Seasonal Trends: Review order distribution across 90-day period

✅ COMPLETION CHECKLIST

Data Quality Confirmation

  • All lookup relationships properly established
  • Formula fields calculating correctly across all records
  • Validation rules preventing invalid data entry
  • Triggers executing and updating related records
  • Stock status reflecting current inventory levels

User Experience Verification

  • All tabs accessible in Tech Solutions app
  • Enhanced list views displaying organized data
  • Dashboard component functional with real-time data
  • Navigation intuitive and professional
  • Error messages clear and helpful

Business Process Validation

  • Complete order lifecycle functional (creation → confirmation → delivery)
  • Customer segmentation working (Business vs Individual)
  • Supplier management operational (ratings, contact info, geography)
  • Inventory management active (stock tracking, reorder points)
  • Financial calculations accurate (pricing, discounts, profit margins)

🎉 SUCCESS CRITERIA

Your TechSolutionApp test data creation is successful when:

  • ✅ 95%+ of checklist items completed without errors
  • ✅ All validation rules functioning as designed
  • ✅ Formula fields calculating correctly across all records
  • ✅ Triggers executing properly with order automation
  • ✅ Dashboard displaying real-time data from all objects
  • ✅ End-to-end workflows operational from order creation to delivery
  • ✅ Business scenarios realistic and demonstrating enterprise capabilities

📋 ISSUE DOCUMENTATION

If you encounter any issues during verification, document:

  1. Specific Error Messages: Copy exact text of any error messages
  2. Steps to Reproduce: Detailed steps that led to the issue
  3. Expected vs Actual Behavior: What should happen vs what actually happened
  4. Screenshots: Visual documentation of any UI issues
  5. Data Context: Which records were involved in the issue

This documentation will help troubleshoot any problems and ensure the TechSolutionApp functions perfectly for advanced Phase 4 features and future enhancements.