Certificates - QA Test Plan

Overview

The Certificates app enables instructors to design certificate templates using HTML/CSS, issue certificates to students with unique verification codes, and manage the lifecycle of issued certificates. Routes are under /business/apps/certificates/.

Dynamic Variables

• {{student_name}} — Full name of the student
• {{course_name}} — Name of the course
• {{completion_date}} — Date of completion
• {{certificate_code}} — Unique certificate code
• {{instructor_name}} — Instructor full name

Template Statuses

• active — Template can be used to issue certificates
• inactive — Template is in draft / deactivated state

Certificate Statuses

• active — Certificate is valid and verifiable
• revoked — Certificate has been revoked
• expired — Certificate has expired

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1. Dashboard / Landing Page

ID	Description	Preconditions	Steps	Expected Result	Priority
CT-001	Dashboard loads with stats	User is logged in as instructor	Navigate to /business/apps/certificates	Page shows Templates count and Issued count stat cards	P0
CT-002	Nav cards link correctly	User is logged in	View dashboard	”Templates” and “Issued Certificates” nav cards are visible and link to correct routes	P0
CT-003	Recent templates display	Templates exist	View dashboard	Up to 5 templates shown with title, description, and status badge	P1
CT-004	Template status badges render correctly	Templates with active/inactive status exist	View dashboard	Active templates show default badge; inactive show destructive badge	P1
CT-005	Empty state when no templates	No templates exist	View dashboard	”No templates yet” message shown	P1
CT-006	Template links navigate to detail	Templates exist	Click on a template row	Navigates to /business/apps/certificates/templates/{id}	P0

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2. Template List Page

ID	Description	Preconditions	Steps	Expected Result	Priority
CT-010	Template list page loads	User is logged in	Navigate to /business/apps/certificates/templates	Header with back arrow, title, and “New Template” button; list of templates	P0
CT-011	Create template via dialog	User is logged in	1. Click “New Template” 2. Enter title and optional description 3. Click “Create Template”	Template is created; user is redirected to template detail page with ?new=1 param	P0
CT-012	Create template - title required	User is logged in	Open dialog, leave title empty, submit	Validation error on title field	P0
CT-013	Delete template with confirmation	Template exists, no issued certs	1. Click trash icon on a template 2. Confirm in dialog	Template is deleted; toast success; list refreshes	P0
CT-014	Delete template with issued certs	Template has issued certificates	Click trash icon, confirm deletion	Template is deactivated instead of deleted (per UI warning)	P1
CT-015	Cancel delete dialog	Delete confirmation shown	Click “Cancel” in delete dialog	Dialog closes; template remains	P2
CT-016	Empty state shows CTA	No templates exist	View templates page	”No templates yet” message with “Create Template” button	P1

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3. Template Detail / Editor

ID	Description	Preconditions	Steps	Expected Result	Priority
CT-020	Template detail page loads	Template exists, user is owner	Navigate to /business/apps/certificates/templates/{id}	Page shows title, status badge, edit form with title, description, orientation, background image, body HTML, and CSS fields	P0
CT-021	New template toast on creation	Redirected with ?new=1	Navigate to template detail with ?new=1	Success toast “Template created!” appears on mount	P1
CT-022	Update template details	Template exists	Edit title, description, and body HTML; click “Save Template”	Template is updated; success toast appears	P0
CT-023	Set orientation to landscape	Template exists	Select “Landscape” in orientation dropdown	Orientation field updates; preview iframe uses landscape height (360px)	P1
CT-024	Set orientation to portrait	Template exists	Select “Portrait” in orientation dropdown	Orientation field updates; preview iframe uses portrait height (500px)	P1
CT-025	Edit Body HTML field	Template exists	Enter valid HTML in Body HTML textarea	Content is saved; HTML accepts template variable placeholders	P0
CT-026	Edit Custom CSS field	Template exists	Enter CSS styles in CSS textarea	CSS is applied in preview; saved on update	P1
CT-027	Available variables are listed	Template detail page loaded	Scroll to variables section	All 5 variables displayed with descriptions: student_name, course_name, completion_date, certificate_code, instructor_name	P0

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4. Template Preview

ID	Description	Preconditions	Steps	Expected Result	Priority
CT-030	Toggle preview on	Template has body HTML	Click “Preview” button	Form is hidden; preview iframe renders with placeholder data (Jane Doe, Sample Course, etc.)	P0
CT-031	Toggle preview off	Preview is visible	Click “Hide Preview” button	Preview is hidden; edit form is shown again	P0
CT-032	Preview replaces variables with sample data	Template body contains variables	Open preview	{{student_name}} replaced with “Jane Doe”, {{course_name}} with “Sample Course”, {{completion_date}} with current date, {{certificate_code}} with “CERT-PREVIEW-001”, {{instructor_name}} with “John Smith”	P0
CT-033	Preview applies custom CSS	Template has CSS	Open preview	CSS is injected into iframe <style> tag and applied to content	P1
CT-034	Empty body shows placeholder message	Body HTML is empty	Open preview	”Add HTML content to see a preview” message displayed instead of iframe	P1
CT-035	Preview iframe is sandboxed	Preview is open	Inspect iframe element	Iframe has sandbox="allow-same-origin" attribute	P2

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5. Template Status Management

ID	Description	Preconditions	Steps	Expected Result	Priority
CT-040	Activate inactive template	Template status is inactive	Click “Activate” button	Template status changes to active; toast success; page refreshes	P0
CT-041	Deactivate active template	Template status is active	Click “Set to Draft” button	Template status changes to inactive; toast success; page refreshes	P0
CT-042	Delete template from detail page	Template exists	Click trash icon, confirm in dialog	Template is deleted; user redirected to templates list	P0
CT-043	Delete with issued certs warning	Template has issued certs	View delete confirmation dialog	Warning text mentions deactivation if certificates have been issued	P1
CT-044	Activation shows loading state	User clicks Activate	Observe button during action	Button shows spinner and is disabled during the request	P2

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6. Certificate Issuance

ID	Description	Preconditions	Steps	Expected Result	Priority
CT-050	Issue certificate via dialog	Template is active	1. Click “Issue” button 2. Enter valid user ID 3. Click “Issue”	Certificate is issued; success toast; issued list refreshes	P0
CT-051	Issue certificate - user ID required	Issue dialog is open	Leave user ID empty, click “Issue”	Issue button is disabled when user ID is empty	P0
CT-052	Issued certificates table displays	Certificates have been issued	View template detail page	Table shows Student name, certificate Code (linked to verify route), Issued date, and Status badge	P0
CT-053	Certificate code links to verify page	Certificate is issued	Click certificate code link	Navigates to /verify/{certificate_code}	P1
CT-054	Issue failure shows error toast	Server error during issuance	Attempt to issue (simulated failure)	Error toast “Failed to issue certificate” appears	P1

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7. Issued Certificates Management

ID	Description	Preconditions	Steps	Expected Result	Priority
CT-060	Issued certificates page loads	User is instructor with issued certs	Navigate to /business/apps/certificates/issued	Table displays all issued certificates with Student (avatar + name), Code, Issued date, and Status columns	P0
CT-061	Revoke active certificate	Certificate status is active	1. Click revoke (ban) icon 2. Confirm in dialog	Certificate status changes to revoked; toast success; table refreshes	P0
CT-062	Revoke button hidden for non-active	Certificate status is revoked or expired	View row	No revoke button is shown for that certificate	P1
CT-063	Cancel revoke dialog	Revoke confirmation shown	Click “Cancel”	Dialog closes; certificate status unchanged	P2
CT-064	Empty state when no issued certs	No certificates issued	View issued page	”No certificates have been issued yet” message with icon	P1
CT-065	Student avatar renders when available	Certificate user has avatar_url	View issued table	Student column shows avatar image next to name	P2

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8. Authorization & Error Handling

ID	Description	Preconditions	Steps	Expected Result	Priority
CT-070	Unauthenticated user gets 401	User is not logged in	Navigate to templates or issued page	401 error thrown	P0
CT-071	Non-owner cannot view template detail	Logged in as different instructor	Navigate to another instructor’s template	403 error thrown	P0
CT-072	Non-existent template returns 404	Invalid template ID	Navigate to /business/apps/certificates/templates/nonexistent	404 “Template not found” error	P1