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Manual QA case study

Testing Orbelith

A focused production QA pass that turned functional, financial, localization, and data-consistency findings into verified fixes.

Role
QA Engineer / Product Tester
Date
8 August 2026
Coverage
16 documented checks
Result
5 / 5 defects passed retest
Manual QA testing of Orbelith CRM case study cover

Test objective

Validate the product as a connected system

The pass targeted authenticated workflows and the consistency of the data behind them. It used the live owner workspace with demo records and avoided destructive actions, payment execution, outbound messages, exports, and third-party credentials.

01

Functional behavior

Authenticated loading, dashboard KPIs, brands, pipeline, tasks, command palette, theme switching, and accounting flows.

02

Data consistency

Cross-page comparison of task counts, invoice classification, overdue totals, and pipeline metrics against visible records.

03

Product quality

Empty states, English and Russian localization, desktop and 390 px mobile behavior, plus unauthenticated API boundaries.

Approach

A complete QA loop, not a screenshot exercise

Each finding moved from observable behavior to reproducible evidence, impact-based severity, a product-level correction, and focused retesting.

Manual QA workflow from test scope to successful retest

10

Passed initially

5

Defects found

1

Environment block

0

Production records changed

Defect analysis

Five findings, five verified fixes

The defects ranged from misleading product feedback to a financial classification error that affected several dependent views.

BR-03High

Past-due invoices were missing from overdue totals

Pending invoices past their due date were not consistently classified as overdue across finance surfaces.

Fixed · retest passed

Introduced one effective-status rule across Finance, Accounting, reports, client views, and scheduled digest logic.

BR-01Medium

Filtered search showed the wrong empty state

A no-match brand query displayed the first-use “no brands yet” state even though four brands existed.

Fixed · retest passed

Separated first-use and filtered no-result states and added a clear-search action.

BR-02Medium

Pipeline percentages implied conversion

The interface labeled current stage occupancy as conversion, which could lead to a false funnel interpretation.

Fixed · retest passed

Renamed the metric to current stage share and added explanatory context.

BR-04Low

Russian invoice count used the wrong plural

The singular state rendered “1 счетов” instead of the correct localized form.

Fixed · retest passed

Added locale-aware plural rules and checks for 1, 2, 5, 11, and 21.

BR-05Low / Medium

Open-task KPI included hidden subtasks

The top-level KPI and the visible board used different counting scopes.

Fixed · retest passed

Aligned the KPI with the parent-task scope shown by the board and export.

Highest-impact finding

Financial correctness required one shared rule

The overdue defect was not limited to one label. The correction had to propagate through Finance, Accounting, reports, brand details, the client portal, and scheduled digest logic.

BR-03 · High

Observed
Past-due invoices still marked pending were excluded from overdue totals.
Root cause
Several consumers trusted the stored status instead of deriving overdue state from status and due date.
Retest evidence
Accounting and Finance both reported six overdue invoices totaling 3,521,300 L.
Accounting page after the overdue invoice fix showing six overdue invoices

Production retest

Evidence across product surfaces

The retest checked the visible outcome and the product rule behind it. Interface language is English; names inside demo records may remain multilingual.

BR-01 · Passed

A no-match query now shows the correct recovery path

Brands · filtered empty state

Brand search retest showing no results and a clear search action

BR-02 · Passed

Pipeline percentages describe current stage share

Pipeline retest showing current stage share percentages

BR-05 · Passed

Open-task KPI matches the visible board scope

Task board retest showing an open task KPI of 34

Security boundary

Request checks backed the manual pass

Existing Playwright request tests were used where a browser session was not required.

  • Protected brand and task APIs returned 401 without a session.
  • OAuth connection start routes rejected anonymous callers.
  • OAuth callbacks rejected a tampered brand identifier in state.

Outcome

Evidence before claims

The final result is a closed, traceable QA loop: defined coverage, reproducible findings, root-cause corrections, and production retest evidence.

All five documented product defects were fixed and passed focused production retesting.

One high-severity financial accuracy risk was corrected across every affected surface.

Search, pipeline, task, accounting, and localization behavior now use consistent product rules.

Responsive behavior passed at a 390 × 844 mobile viewport.

Request-level security checks passed for protected APIs and OAuth state handling.

No customer data was created, changed, deleted, or exported during the test pass.

Evidence note

This is a self-initiated case on the author-owned product. Screenshots were captured from the live owner workspace with demo records and personal account details excluded. The case does not use former-employer data or present reconstructed summaries as exported Jira artifacts.

Manual QA Testing — Orbelith CRM SaaS