@trevordsouzabrite/test-package 1.0.0

package/specs/Applicant My Applications Page Test Plan.md

@@ -0,0 +1,558 @@
+# Polk County Applicant My Applications Page Test Plan
+
+## Application Overview
+
+Validate the Polk County Healthcare Plan Applicant **My Applications** page at `https://polkcounty--polkdevnew.sandbox.my.site.com/polkphpapplicant/s/careprogram/CareProgram/Default`.
+
+The page is an authenticated Salesforce Experience Cloud list view for applicant applications. Exploration found an **Applications** page title, a **Recently Viewed** list view, a searchable and sortable table, row-level application links, a row action menu, list view controls, authenticated portal header/footer, and an application record detail view with **Schedule Appointment**, **Request an Appeal**, **DETAILS**, **RELATED**, and **RESUME APPLICATION** actions.
+
+Tests tagged `@auth` require an authenticated applicant session. Tests tagged `@no-auth` must run without stored auth state.
+
+## Shared Preconditions
+
+| Step | Action | Expected Result |
+|------|--------|-----------------|
+| 1 | Authenticate with a valid applicant account or reuse `playwright/.auth/user.json` | Applicant session is active |
+| 2 | Navigate to `/polkphpapplicant/s/careprogram/CareProgram/Default` | Applications list loads |
+| 3 | Wait for the **Applications** heading and **Logout** button | Page is ready for assertions |
+
+## Test Scenarios
+
+### TC-01 - Authenticated My Applications List Loads
+
+**File:** `ApplicantMyApplicationsPageTest.spec.ts`
+
+**Tags:** `@auth @smoke`
+
+**Steps:**
+1. Navigate to the My Applications URL with an authenticated applicant session.
+2. Verify the browser title is **Applications**.
+3. Verify the page shows the **Applications** heading and **Recently Viewed** list label.
+4. Verify the list summary shows an item count and recently updated timestamp.
+5. Verify the table/list view container is visible.
+
+**Expected Result:** Authenticated applicant can load the My Applications list without an error page or redirect.
+
+---
+
+### TC-02 - Header And Footer Are Visible
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open the My Applications page.
+2. Verify header links: **Home**, **Create Application**, **My Applications**, **My Medical Coverage**, **Resources**, **Help**, and **Privacy Policy**.
+3. Verify **Logout** is visible.
+4. Verify footer content: address, phone number, hours, footer links, and copyright.
+
+**Expected Result:** Global applicant portal chrome is present and consistent with other authenticated applicant pages.
+
+---
+
+### TC-03 - List View Table Columns Are Visible
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open the My Applications page.
+2. Verify the visible columns: **Name**, **Last Modified Date**, **Last Modified By**, **Parent Program**, **Program Sponsor**, and **Action**.
+3. Verify row action controls are present for visible records.
+
+**Expected Result:** The table exposes the configured application columns and row action entry points.
+
+---
+
+### TC-04 - Existing Application Rows Display Expected Data
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open the My Applications page for an applicant that has application records.
+2. Verify at least one application row is visible.
+3. Verify the application name is rendered as a link.
+4. Verify **Last Modified Date** displays a valid date/time value when populated.
+5. Verify blank optional columns do not break row layout.
+
+**Expected Result:** Application rows render consistently, including records with duplicate names or blank optional fields.
+
+---
+
+### TC-05 - Search Returns Matching Applications
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open the My Applications page.
+2. Enter a known application name, for example `John`, in **Search this list...**.
+3. Press `Enter`.
+4. Wait for the list to refresh.
+
+**Expected Result:** Matching application rows are displayed, and the clear-search control appears.
+
+---
+
+### TC-06 - Search With No Matches Shows Empty State
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open the My Applications page.
+2. Search for a value that should not match any application, for example `DefinitelyNoSuchApplication999`.
+3. Press `Enter`.
+
+**Expected Result:**
+- List summary shows `0 items`.
+- Table body shows **No items to display.**
+- A **Clear** control is visible.
+- Search helper text indicates non-searchable fields such as **Last Modified By**, **Last Modified Date**, **Parent Program**, and **Program Sponsor**.
+
+---
+
+### TC-07 - Clear Search Restores Default List
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Perform a no-match search.
+2. Click **Clear**.
+3. Wait for the list to refresh.
+
+**Expected Result:** The default Recently Viewed application list is restored and the empty state is gone.
+
+---
+
+### TC-08 - Sort By Last Modified Date
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open the My Applications page.
+2. Click the **Last Modified Date** column sort control.
+3. Verify the sorted indicator appears for the column.
+4. Capture the first several visible row dates.
+
+**Expected Result:** List summary indicates it is sorted by **Last Modified Date**, the column displays **Sorted Descending** or the active sort state, and visible rows follow the selected sort order.
+
+---
+
+### TC-09 - Sort By Name
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open the My Applications page.
+2. Click the **Name** column sort control.
+3. Verify the sort state changes.
+4. Click the same column again.
+
+**Expected Result:** The table toggles between ascending and descending name sort without losing records or breaking row links.
+
+---
+
+### TC-10 - Column Action Menu Supports Text Display Options
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open the My Applications page.
+2. Click **Show Last Modified Date Column Actions**.
+3. Verify the menu opens.
+4. Select **Wrap text**.
+5. Reopen the menu and select **Clip text**.
+
+**Expected Result:** Column menu exposes **Wrap text** and **Clip text**, and changing the option does not corrupt row alignment.
+
+---
+
+### TC-11 - Row Action Menu Opens For An Application
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open the My Applications page.
+2. Click the first row **Show Actions** control.
+3. Verify the menu opens.
+
+**Expected Result:** Row action menu is visible and currently exposes **Edit** for the application row.
+
+---
+
+### TC-12 - Edit Row Action Opens Editable Application State Without Submitting
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open the first row action menu.
+2. Click **Edit**.
+3. Verify an edit form, modal, or editable record state appears.
+4. Close or cancel the edit state without saving.
+
+**Expected Result:** Edit can be opened and cancelled without changing application data.
+
+**Failure Conditions:** Unsaved changes are committed, the page crashes, or the user cannot return to the list/record safely.
+
+---
+
+### TC-13 - List View Selector Displays Available Views
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open the My Applications page.
+2. Click **Select a List View: Applications**.
+3. Verify available list views.
+
+**Expected Result:** The selector includes **All Applications**, **Appealed Applications**, **Recently Viewed**, and **With Priority Indicator**.
+
+---
+
+### TC-14 - Switch To Each Available List View
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open the list view selector.
+2. Select each available list view one at a time.
+3. Wait for the list to refresh after each selection.
+
+**Expected Result:** Each list view loads without an application error. Empty views show a clear empty state; populated views show table rows with the expected columns.
+
+---
+
+### TC-15 - List View Controls Menu Behavior
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open the My Applications page.
+2. Click **List View Controls**.
+3. Verify menu options are displayed.
+4. Dismiss the menu with `Escape`.
+
+**Expected Result:** Menu displays configured Salesforce list controls such as **New**, **Clone**, **Rename**, **Sharing Settings**, **Select Fields to Display**, **Delete**, and **Reset Column Widths**. Menu can be dismissed without navigation.
+
+**Security Note:** Confirm with product ownership whether applicant users should see administrative list-view actions such as **New**, **Delete**, or **Sharing Settings**.
+
+---
+
+### TC-16 - Refresh List View
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open the My Applications page.
+2. Click **Refresh**.
+3. Wait for the updated timestamp or loading state to complete.
+
+**Expected Result:** List refreshes in place, keeps the user on the My Applications page, and does not duplicate or lose rows.
+
+---
+
+### TC-17 - Disabled Charts And Filters Controls
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open the My Applications page.
+2. Verify **Charts** button is disabled.
+3. Verify **Filters** button is disabled.
+4. Hover or inspect titles.
+
+**Expected Result:** Disabled controls expose explanatory titles: **Charts are not available for this list view** and **Filters are not available for this list view**.
+
+---
+
+### TC-18 - Open Application Record Detail From List
+
+**Tags:** `@auth @smoke`
+
+**Steps:**
+1. Open the My Applications page.
+2. Click the first application name link.
+3. Wait for the record detail page to load.
+
+**Expected Result:**
+- URL changes to `/polkphpapplicant/s/careprogram/<recordId>/<slug>`.
+- Browser title includes **Application: <application name>**.
+- Header shows **Application** and the selected application name.
+
+---
+
+### TC-19 - Application Record Summary Fields Are Visible
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open an application record detail page.
+2. Verify summary fields such as **Status**, **Application Total FPL**, **Review Total FPL**, **Total Household Monthly Income**, and **Reviewer Total Household Income**.
+3. Verify currency values are formatted correctly when present.
+
+**Expected Result:** Record summary data is visible and formatted consistently.
+
+---
+
+### TC-20 - Pending Application Warning Displays
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open a pending or new application record.
+2. Inspect the warning area above the tabs/actions.
+
+**Expected Result:** Pending applications display the warning: **Pending application: Please complete your application by using the Resume Application link's or the Edit Application option.**
+
+---
+
+### TC-21 - Record Details Tab Displays Application Fields
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open an application record.
+2. Select **DETAILS**.
+3. Verify the details section expands or remains visible.
+4. Verify key fields such as **Submit Date**, **Assigned Date**, **Name**, **Owner Name**, **Status**, **End Date**, **Household Number**, **Number of Household members**, and Social Services fields.
+
+**Expected Result:** Details tab exposes read-only or configured editable application metadata without layout overlap.
+
+---
+
+### TC-22 - Related Tab Displays Related Records Or Empty State
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open an application record.
+2. Select **RELATED**.
+3. Wait for related content to load.
+
+**Expected Result:** Related tab either displays related lists for the application or a clear empty state. No console error or blank page is shown.
+
+---
+
+### TC-23 - Resume Application Navigates To Application Flow
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open a pending application record.
+2. Click **RESUME APPLICATION**.
+3. Wait for navigation or embedded flow content.
+
+**Expected Result:** Applicant is taken to the appropriate resume/edit application flow for the selected record and does not start an unrelated new application.
+
+---
+
+### TC-24 - Schedule Appointment Opens And Cancels Safely
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open an application record.
+2. Click **Schedule Appointment**.
+3. Verify the appointment UI, modal, or dialog opens.
+4. Cancel or close the dialog.
+
+**Expected Result:** Appointment flow opens without immediately committing changes and can be cancelled safely.
+
+---
+
+### TC-25 - Request Appeal Opens And Cancels Safely
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open an application record.
+2. Click **Request an Appeal**.
+3. Verify the appeal UI, modal, or dialog opens.
+4. Cancel or close the dialog.
+
+**Expected Result:** Appeal flow opens without submitting an appeal until required fields and final confirmation are completed.
+
+---
+
+### TC-26 - Direct Unauthenticated Access Redirects To Login
+
+**Tags:** `@no-auth @smoke`
+
+**Steps:**
+1. Clear browser storage or create a new context without storage state.
+2. Navigate directly to `/polkphpapplicant/s/careprogram/CareProgram/Default`.
+
+**Expected Result:**
+- User is redirected to `/polkphpapplicant/s/login/`.
+- URL contains a `startURL` pointing back to the requested My Applications page.
+- Login form shows **UserName**, **Password**, **Log In**, **Forgot password?**, and **Sign Up**.
+
+---
+
+### TC-27 - Login Redirect Returns User To My Applications
+
+**Tags:** `@no-auth`
+
+**Steps:**
+1. Navigate directly to My Applications without auth.
+2. Complete login with valid credentials.
+3. Wait for post-login navigation.
+
+**Expected Result:** User lands on the originally requested My Applications page, not an unrelated dashboard, when `startURL` is present.
+
+---
+
+### TC-28 - Logout Protects My Applications Route
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open My Applications with an authenticated session.
+2. Click **Logout**.
+3. Attempt to navigate back to the My Applications URL.
+
+**Expected Result:** User cannot access the list after logout and is redirected to login.
+
+---
+
+### TC-29 - Invalid Or Unauthorized Application Record Access
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open My Applications as Applicant A.
+2. Attempt to navigate directly to an application record ID that does not exist or does not belong to Applicant A.
+
+**Expected Result:** User sees a safe not-found/access-denied state or is redirected, and no other applicant's protected information is exposed.
+
+---
+
+### TC-30 - Applicant With No Applications
+
+**Tags:** `@auth`
+
+**Precondition:** Use or seed an applicant account with no application records.
+
+**Steps:**
+1. Navigate to My Applications.
+2. Wait for list load.
+
+**Expected Result:** Page shows the Applications list container and a clear empty state such as **No items to display**. Header/footer and navigation remain available.
+
+---
+
+### TC-31 - Large Result Set And Virtual Scrolling
+
+**Tags:** `@auth`
+
+**Precondition:** Applicant has more than 50 application records.
+
+**Steps:**
+1. Open My Applications.
+2. Verify the summary indicates `50+ items` or equivalent.
+3. Scroll through the list.
+4. Verify rows continue loading and column headers remain usable.
+
+**Expected Result:** Large lists remain performant and row navigation/action controls work for rows loaded after scrolling.
+
+---
+
+### TC-32 - Duplicate Application Names
+
+**Tags:** `@auth`
+
+**Precondition:** Applicant has multiple applications with the same visible name.
+
+**Steps:**
+1. Open My Applications.
+2. Locate duplicate application names.
+3. Open each duplicate record.
+
+**Expected Result:** Each duplicate link navigates to a unique record ID, and record detail data corresponds to the selected row.
+
+---
+
+### TC-33 - Keyboard Navigation
+
+**Tags:** `@auth @accessibility`
+
+**Steps:**
+1. Open My Applications.
+2. Use `Tab` and `Shift+Tab` to move through header links, search, list controls, column controls, row links, row action controls, and footer links.
+3. Use `Enter` or `Space` to activate search, menus, and row links.
+4. Dismiss menus with `Escape`.
+
+**Expected Result:** Focus is visible, focus order is logical, all interactive controls are keyboard reachable, and menus can be opened and closed from the keyboard.
+
+---
+
+### TC-34 - Axe Accessibility Baseline
+
+**Tags:** `@auth @accessibility`
+
+**Steps:**
+1. Open My Applications in an authenticated session.
+2. Run Axe against the rendered page with WCAG 2.x A/AA tags.
+
+**Expected Result:** No critical or serious accessibility violations. Exploration on the current authenticated list page returned zero WCAG 2.x A/AA violations.
+
+---
+
+### TC-35 - Accessible Names And Table Semantics
+
+**Tags:** `@auth @accessibility`
+
+**Steps:**
+1. Open My Applications.
+2. Verify search input has accessible name **Search this list...**.
+3. Verify icon-only buttons expose usable names or titles, including **List View Controls**, **Refresh**, **Charts**, **Filters**, and column action buttons.
+4. Verify sortable column headers communicate sort state after sorting.
+
+**Expected Result:** Screen readers can identify page controls, row links, column actions, disabled controls, and active sort state.
+
+---
+
+### TC-36 - Responsive Layout
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open My Applications at desktop viewport.
+2. Repeat at tablet and mobile viewport sizes.
+3. Verify header navigation, search, list controls, horizontal table scrolling, row actions, and footer.
+4. Open a record detail page at each viewport.
+
+**Expected Result:** Content remains readable and usable without overlapping text, clipped essential controls, or inaccessible row actions.
+
+---
+
+### TC-37 - Browser Console And Network Health
+
+**Tags:** `@auth`
+
+**Steps:**
+1. Open My Applications.
+2. Monitor console messages and failed network requests during initial load, search, sort, and record navigation.
+
+**Expected Result:** No failed application-critical network requests. Console warnings from Salesforce framework code should be reviewed, but test should fail only on product-impacting errors.
+
+## Traceability
+
+| Area | Covered By |
+|------|------------|
+| Authenticated list load | TC-01, TC-02, TC-03, TC-04 |
+| Search and validation/empty states | TC-05, TC-06, TC-07 |
+| Sorting and columns | TC-08, TC-09, TC-10 |
+| Menus and list controls | TC-11, TC-12, TC-13, TC-14, TC-15, TC-16, TC-17 |
+| Record detail | TC-18, TC-19, TC-20, TC-21, TC-22, TC-23 |
+| Record actions | TC-24, TC-25 |
+| Authentication coverage | TC-26, TC-27, TC-28, TC-29 |
+| Edge cases | TC-30, TC-31, TC-32 |
+| Accessibility and responsive behavior | TC-33, TC-34, TC-35, TC-36 |
+| Observability | TC-37 |
+
+## Notes
+
+- The `mcp__playwright_test__` planner tools returned `Transport closed` during this planning session, so the plan was saved directly as markdown after local Playwright exploration.
+- Current explored data showed many duplicate **John Doe Application** records and a `50+ items` list summary.
+- Current row action menu exposed **Edit**.
+- Current list view selector exposed **All Applications**, **Appealed Applications**, **Recently Viewed**, and **With Priority Indicator**.
+- Current no-match search showed **No items to display** and helper text about non-searchable fields.
+- Current unauthenticated direct access redirected to login with a `startURL` back to the My Applications route.