# 4. Insights Sharing & Recommendations — Test Cases

User Type: **Parent**
Source: *Mi Digital Academy - Education CRM Features Document*
Spec: insights_sharing_recommendations.md — every feature, sub-feature, and rule covered

---

## Test Execution Policy
- Zero tolerance: any deviation from documented behavior = FAILED = bug
- Every bug is immediately logged/reported (Bug ID, feature, sub-feature, expected vs actual, severity) and fixed 100% before the group passes
- Feature group passes only at 100% test pass rate

## Coverage Matrix
| Feature | Sub-feature / Rule | Test IDs |
|---------|--------------------|----------|
| 4.1 Share Insights with Teacher | Share insights with the child's teacher | TC-PT-4-04-001 |
| 4.1 Share Insights with Teacher | Share a performance report with the teacher | TC-PT-4-04-002 |
| 4.1 Share Insights with Teacher | Teacher receives the shared insights | TC-PT-4-04-003 |
| 4.1 Share Insights with Teacher | Share confirmation to the Parent | TC-PT-4-04-004 |
| 4.1 Share Insights with Teacher | Share history | TC-PT-4-04-005 |
| 4.1 Share Insights with Teacher | Sharing available on web and mobile | TC-PT-4-04-006 |
| 4.1 Share Insights with Teacher | Share event logging (shared) | TC-PT-4-04-007 |
| 4.1 Share Insights with Teacher | Audit logging of the share insights with teacher | TC-PT-4-04-008 |
| 4.1 Share Insights with Teacher | Rule: The insights are shared with the child's teacher. | TC-PT-4-04-001 |
| 4.1 Share Insights with Teacher | Rule: A share confirmation is shown. | TC-PT-4-04-002 |
| 4.1 Share Insights with Teacher | Rule: The share history is retained. | TC-PT-4-04-003 |
| 4.1 Share Insights with Teacher | Rule: Share events (shared) are logged with the account and the timestamp. | TC-PT-4-04-004 |
| 4.1 Share Insights with Teacher | Rule: The share insights with teacher is audit-logged with the account and the timestamp. | TC-PT-4-04-005 |
| 4.2 AI-Generated Recommendations | AI-generated recommendations | TC-PT-4-04-009 |
| 4.2 AI-Generated Recommendations | Focus area suggestions | TC-PT-4-04-010 |
| 4.2 AI-Generated Recommendations | Study schedule adjustment suggestions | TC-PT-4-04-011 |
| 4.2 AI-Generated Recommendations | Resource suggestions | TC-PT-4-04-012 |
| 4.2 AI-Generated Recommendations | Recommendations updated as performance changes | TC-PT-4-04-013 |
| 4.2 AI-Generated Recommendations | Recommendations available on web and mobile | TC-PT-4-04-014 |
| 4.2 AI-Generated Recommendations | Recommendation event logging (shown, acted on) | TC-PT-4-04-015 |
| 4.2 AI-Generated Recommendations | Audit logging of the AI-generated recommendations | TC-PT-4-04-016 |
| 4.2 AI-Generated Recommendations | Rule: The recommendations are based on the child's insights. | TC-PT-4-04-009 |
| 4.2 AI-Generated Recommendations | Rule: The recommendations are actionable. | TC-PT-4-04-010 |
| 4.2 AI-Generated Recommendations | Rule: The recommendations update as performance changes. | TC-PT-4-04-011 |
| 4.2 AI-Generated Recommendations | Rule: Recommendation events (shown, acted on) are logged with the account and the timestamp. | TC-PT-4-04-012 |
| 4.2 AI-Generated Recommendations | Rule: The AI-generated recommendations is audit-logged with the account and the timestamp. | TC-PT-4-04-013 |
| 4.3 Set Focus Areas with the Child | Set focus areas for the child | TC-PT-4-04-017 |
| 4.3 Set Focus Areas with the Child | Focus areas from the weak areas | TC-PT-4-04-018 |
| 4.3 Set Focus Areas with the Child | Child's study plan reflects the focus areas | TC-PT-4-04-019 |
| 4.3 Set Focus Areas with the Child | Review focus areas with the child | TC-PT-4-04-020 |
| 4.3 Set Focus Areas with the Child | Update focus areas over time | TC-PT-4-04-021 |
| 4.3 Set Focus Areas with the Child | Focus areas available on web and mobile | TC-PT-4-04-022 |
| 4.3 Set Focus Areas with the Child | Focus event logging (set, updated) | TC-PT-4-04-023 |
| 4.3 Set Focus Areas with the Child | Audit logging of the set focus areas with the child | TC-PT-4-04-024 |
| 4.3 Set Focus Areas with the Child | Rule: The focus areas are selected from the weak areas. | TC-PT-4-04-017 |
| 4.3 Set Focus Areas with the Child | Rule: The child's study plan reflects the focus areas. | TC-PT-4-04-018 |
| 4.3 Set Focus Areas with the Child | Rule: The focus areas can be updated over time. | TC-PT-4-04-019 |
| 4.3 Set Focus Areas with the Child | Rule: Focus events (set, updated) are logged with the account and the timestamp. | TC-PT-4-04-020 |
| 4.3 Set Focus Areas with the Child | Rule: The set focus areas with the child is audit-logged with the account and the timestamp. | TC-PT-4-04-021 |

## 4.1 Share Insights with Teacher

### TC-PT-4-04-001 — Share insights with the child's teacher
**Type:** Positive
**Covers:** 4.1 → Share insights with the child's teacher; Rule: The insights are shared with the child's teacher.
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, set up the precondition and perform: Share insights with the child's teacher.
2. Observe the result and verify the full behavior: Share insights with the child's teacher.
**Expected Result:** Share insights with the child's teacher — delivered exactly as documented.
**Priority:** Critical

### TC-PT-4-04-002 — Share a performance report with the teacher
**Type:** Positive
**Covers:** 4.1 → Share a performance report with the teacher; Rule: A share confirmation is shown.
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, set up the precondition and perform: Share a performance report with the teacher.
2. Observe the result and verify the full behavior: Share a performance report with the teacher.
**Expected Result:** Share a performance report with the teacher — delivered exactly as documented.
**Priority:** High

### TC-PT-4-04-003 — Teacher receives the shared insights
**Type:** Positive
**Covers:** 4.1 → Teacher receives the shared insights; Rule: The share history is retained.
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, set up the precondition and perform: Teacher receives the shared insights.
2. Observe the result and verify the full behavior: Teacher receives the shared insights.
**Expected Result:** Teacher receives the shared insights — delivered exactly as documented.
**Priority:** High

### TC-PT-4-04-004 — Share confirmation to the Parent
**Type:** Positive
**Covers:** 4.1 → Share confirmation to the Parent; Rule: Share events (shared) are logged with the account and the timestamp.
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, set up the precondition and perform: Share confirmation to the Parent.
2. Observe the result and verify the full behavior: Share confirmation to the Parent.
**Expected Result:** Share confirmation to the Parent — delivered exactly as documented.
**Priority:** High

### TC-PT-4-04-005 — Share history
**Type:** Positive
**Covers:** 4.1 → Share history; Rule: The share insights with teacher is audit-logged with the account and the timestamp.
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, set up the precondition and perform: Share history.
2. Observe the result and verify the full behavior: Share history.
**Expected Result:** Share history — delivered exactly as documented.
**Priority:** High

### TC-PT-4-04-006 — Sharing available on web and mobile
**Type:** Positive
**Covers:** 4.1 → Sharing available on web and mobile
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, set up the precondition and perform: Sharing available on web and mobile.
2. Observe the result and verify the full behavior: Sharing available on web and mobile.
**Expected Result:** Sharing available on web and mobile — delivered exactly as documented.
**Priority:** High

### TC-PT-4-04-007 — Share event logging (shared)
**Type:** Positive
**Covers:** 4.1 → Share event logging (shared)
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, set up the precondition and perform: Share event logging (shared).
2. Observe the result and verify the full behavior: Share event logging (shared).
**Expected Result:** Share event logging (shared) — delivered exactly as documented.
**Priority:** High

### TC-PT-4-04-008 — Audit logging of the share insights with teacher
**Type:** Positive
**Covers:** 4.1 → Audit logging of the share insights with teacher
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, perform the action associated with: Audit logging of the share insights with teacher.
2. Open the relevant activity / audit log and verify the event is recorded with the account, the action, and the timestamp.
**Expected Result:** The action is audit-logged — the account, the action, and the timestamp are recorded.
**Priority:** Critical

## 4.2 AI-Generated Recommendations

### TC-PT-4-04-009 — AI-generated recommendations
**Type:** Positive
**Covers:** 4.2 → AI-generated recommendations; Rule: The recommendations are based on the child's insights.
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, set up the precondition and perform: AI-generated recommendations.
2. Observe the result and verify the full behavior: AI-generated recommendations.
**Expected Result:** AI-generated recommendations — delivered exactly as documented.
**Priority:** Critical

### TC-PT-4-04-010 — Focus area suggestions
**Type:** Positive
**Covers:** 4.2 → Focus area suggestions; Rule: The recommendations are actionable.
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, set up the precondition and perform: Focus area suggestions.
2. Observe the result and verify the full behavior: Focus area suggestions.
**Expected Result:** Focus area suggestions — delivered exactly as documented.
**Priority:** High

### TC-PT-4-04-011 — Study schedule adjustment suggestions
**Type:** Positive
**Covers:** 4.2 → Study schedule adjustment suggestions; Rule: The recommendations update as performance changes.
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, set up the precondition and perform: Study schedule adjustment suggestions.
2. Observe the result and verify the full behavior: Study schedule adjustment suggestions.
**Expected Result:** Study schedule adjustment suggestions — delivered exactly as documented.
**Priority:** High

### TC-PT-4-04-012 — Resource suggestions
**Type:** Positive
**Covers:** 4.2 → Resource suggestions; Rule: Recommendation events (shown, acted on) are logged with the account and the timestamp.
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, set up the precondition and perform: Resource suggestions.
2. Observe the result and verify the full behavior: Resource suggestions.
**Expected Result:** Resource suggestions — delivered exactly as documented.
**Priority:** High

### TC-PT-4-04-013 — Recommendations updated as performance changes
**Type:** Positive
**Covers:** 4.2 → Recommendations updated as performance changes; Rule: The AI-generated recommendations is audit-logged with the account and the timestamp.
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, set up the precondition and perform: Recommendations updated as performance changes.
2. Observe the result and verify the full behavior: Recommendations updated as performance changes.
**Expected Result:** Recommendations updated as performance changes — delivered exactly as documented.
**Priority:** High

### TC-PT-4-04-014 — Recommendations available on web and mobile
**Type:** Positive
**Covers:** 4.2 → Recommendations available on web and mobile
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, set up the precondition and perform: Recommendations available on web and mobile.
2. Observe the result and verify the full behavior: Recommendations available on web and mobile.
**Expected Result:** Recommendations available on web and mobile — delivered exactly as documented.
**Priority:** High

### TC-PT-4-04-015 — Recommendation event logging (shown, acted on)
**Type:** Positive
**Covers:** 4.2 → Recommendation event logging (shown, acted on)
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, set up the precondition and perform: Recommendation event logging (shown.
2. Observe the result and verify the full behavior: Recommendation event logging (shown, acted on).
**Expected Result:** Recommendation event logging (shown, acted on) — delivered exactly as documented.
**Priority:** High

### TC-PT-4-04-016 — Audit logging of the AI-generated recommendations
**Type:** Positive
**Covers:** 4.2 → Audit logging of the AI-generated recommendations
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, perform the action associated with: Audit logging of the AI-generated recommendations.
2. Open the relevant activity / audit log and verify the event is recorded with the account, the action, and the timestamp.
**Expected Result:** The action is audit-logged — the account, the action, and the timestamp are recorded.
**Priority:** Critical

## 4.3 Set Focus Areas with the Child

### TC-PT-4-04-017 — Set focus areas for the child
**Type:** Positive
**Covers:** 4.3 → Set focus areas for the child; Rule: The focus areas are selected from the weak areas.
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, set up the precondition and perform: Set focus areas for the child.
2. Observe the result and verify the full behavior: Set focus areas for the child.
**Expected Result:** Set focus areas for the child — delivered exactly as documented.
**Priority:** Critical

### TC-PT-4-04-018 — Focus areas from the weak areas
**Type:** Edge
**Covers:** 4.3 → Focus areas from the weak areas; Rule: The child's study plan reflects the focus areas.
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, set up the precondition and perform: Focus areas from the weak areas.
2. Observe the result and verify the full behavior: Focus areas from the weak areas.
**Expected Result:** Focus areas from the weak areas — delivered exactly as documented.
**Priority:** High

### TC-PT-4-04-019 — Child's study plan reflects the focus areas
**Type:** Positive
**Covers:** 4.3 → Child's study plan reflects the focus areas; Rule: The focus areas can be updated over time.
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, set up the precondition and perform: Child's study plan reflects the focus areas.
2. Observe the result and verify the full behavior: Child's study plan reflects the focus areas.
**Expected Result:** Child's study plan reflects the focus areas — delivered exactly as documented.
**Priority:** High

### TC-PT-4-04-020 — Review focus areas with the child
**Type:** Positive
**Covers:** 4.3 → Review focus areas with the child; Rule: Focus events (set, updated) are logged with the account and the timestamp.
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, set up the precondition and perform: Review focus areas with the child.
2. Observe the result and verify the full behavior: Review focus areas with the child.
**Expected Result:** Review focus areas with the child — delivered exactly as documented.
**Priority:** High

### TC-PT-4-04-021 — Update focus areas over time
**Type:** Positive
**Covers:** 4.3 → Update focus areas over time; Rule: The set focus areas with the child is audit-logged with the account and the timestamp.
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, set up the precondition and perform: Update focus areas over time.
2. Observe the result and verify the full behavior: Update focus areas over time.
**Expected Result:** Update focus areas over time — delivered exactly as documented.
**Priority:** High

### TC-PT-4-04-022 — Focus areas available on web and mobile
**Type:** Positive
**Covers:** 4.3 → Focus areas available on web and mobile
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, set up the precondition and perform: Focus areas available on web and mobile.
2. Observe the result and verify the full behavior: Focus areas available on web and mobile.
**Expected Result:** Focus areas available on web and mobile — delivered exactly as documented.
**Priority:** High

### TC-PT-4-04-023 — Focus event logging (set, updated)
**Type:** Positive
**Covers:** 4.3 → Focus event logging (set, updated)
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, set up the precondition and perform: Focus event logging (set.
2. Observe the result and verify the full behavior: Focus event logging (set, updated).
**Expected Result:** Focus event logging (set, updated) — delivered exactly as documented.
**Priority:** High

### TC-PT-4-04-024 — Audit logging of the set focus areas with the child
**Type:** Positive
**Covers:** 4.3 → Audit logging of the set focus areas with the child
**Preconditions:** A Parent account is active and the Parent is in the state required for this behavior.
**Steps:**
1. As a Parent, perform the action associated with: Audit logging of the set focus areas with the child.
2. Open the relevant activity / audit log and verify the event is recorded with the account, the action, and the timestamp.
**Expected Result:** The action is audit-logged — the account, the action, and the timestamp are recorded.
**Priority:** Critical
