Bill Generation V2 Test Case - BX01US03

Test Case 001: Navigation Bar Display and Structure Verification

Test Case Metadata

Test Case ID: BX01US03_TC_001
Title: Verify 6-step navigation bar displays correctly with proper stage identification and visual hierarchy
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/UI
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Billing, UI, MOD-BillGeneration, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Smoke-Test-Results, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-Low, Business-Critical, Revenue-Impact-High, Integration-CxServices, Navigation-Workflow, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Low
Complexity_Level: Medium
Expected_Execution_Time: 3 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 15%
Integration_Points: CxServices, UI Framework
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Module-Coverage, Smoke-Test-Results, User-Acceptance]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-1, Billing Workflow Navigation
Related_Bugs: N/A
Related_Test_Cases: AC2_TC_002

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Smart360 Authentication Service, CxServices
Performance_Baseline: < 3 seconds page load
Data_Requirements: Valid Billing Administrator credentials

Prerequisites

Setup_Requirements: Smart360 system accessible, Bill Generation module enabled
User_Roles_Permissions: Billing Administrator role with full access
Test_Data: Valid admin credentials (admin@smart360.com)
Prior_Test_Cases: None (Entry point test)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Smart360 home page	Home page loads successfully with menu visible	URL: https://smart360.com	Verify system accessibility
2	Click on "Bill Setup" > "Bulk Bill Generation" from menu	Bill Generation page loads with workflow header	Menu navigation path	AC-1: Navigation accessibility
3	Verify "Billing Workflow" header	Header displays: "Billing Workflow - Create and manage billing cycles using this streamlined workflow"	N/A	AC-1: Page title verification
4	Verify 6-step navigation bar structure	Navigation shows 6 circular steps in horizontal layout	N/A	AC-1: Step count validation
5	Verify Step 1 details	Shows "1" in blue circle, "Bill Cycle" label below	Step 1 active state	AC-1: Current step indication
6	Verify Step 2 details	Shows "2" in gray circle, "Fetch Consumer Data" label below	Step 2 inactive state	AC-1: Pending step indication
7	Verify Step 3 details	Shows "3" in gray circle, "Meter Readings" label below	Step 3 inactive state	AC-1: Step label accuracy
8	Verify Step 4 details	Shows "4" in gray circle, "Bill Generation" label below	Step 4 inactive state	AC-1: Step label accuracy
9	Verify Step 5 details	Shows "5" in gray circle, "Billing Summary" label below	Step 5 inactive state	AC-1: Step label accuracy
10	Verify Step 6 details	Shows "6" in gray circle, "Approve" label below	Step 6 inactive state	AC-1: Final step indication
11	Verify connecting lines between steps	Gray lines connect each step in sequence	N/A	AC-1: Visual flow indication
12	Verify responsive design	Navigation bar adapts to different browser widths	Resize window 1024px, 768px	AC-1: Cross-resolution support

Verification Points

Primary_Verification: All 6 steps visible with correct labels: "Bill Cycle", "Fetch Consumer Data", "Meter Readings", "Bill Generation", "Billing Summary", "Approve"
Secondary_Verifications: Step 1 highlighted as current (blue), remaining steps in pending state (gray), connecting lines visible
Negative_Verification: No missing steps, incorrect labels, or broken visual hierarchy

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual navigation bar appearance and behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: None
Blocked_Tests: AC2_TC_002, AC3_TC_003
Parallel_Tests: Security authentication tests
Sequential_Tests: All subsequent AC test cases

Additional Information

Notes: Foundation test for entire billing workflow, critical for user orientation
Edge_Cases: Very narrow browser widths, high zoom levels
Risk_Areas: Cross-browser compatibility, responsive design breakpoints
Security_Considerations: Ensure navigation respects user permissions

Missing Scenarios Identified

Scenario_1: Navigation bar behavior during bill generation process (should remain accessible but indicate current progress)
Type: Integration
Rationale: Users need to understand their position in long-running processes
Priority: P2
Scenario_2: Keyboard navigation accessibility through step indicators
Type: Accessibility
Rationale: Compliance requirement for keyboard-only users
Priority: P3

Test Case 002: Step Status Visual Indicators and State Management

Test Case Metadata

Test Case ID: BX01US03_TC_002
Title: Verify visual indicators correctly show current step and completion status with proper state transitions
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/UI
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Billing, UI, Visual-Indicators, MOD-BillGeneration, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-User-Acceptance, Report-Module-Coverage, Report-Regression-Coverage, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-CxServices, State-Management, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 8 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 25%
Integration_Points: CxServices, State Management
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, User-Acceptance, Module-Coverage, Regression-Coverage]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-2, Visual state management, Step completion tracking
Related_Bugs: N/A
Related_Test_Cases: AC1_TC_001, AC3_TC_003

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Smart360 Authentication Service, CxServices, Valid billing cycle data
Performance_Baseline: < 3 seconds step transitions
Data_Requirements: Sample billing cycle: BC-2025-03

Prerequisites

Setup_Requirements: Bill Generation module accessible, test billing cycle data available
User_Roles_Permissions: Billing Administrator role with full access
Test_Data: Billing cycle: "March 2025 Downtown Billing Cycle", Valid consumer data
Prior_Test_Cases: AC1_TC_001 must pass

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access Bill Generation workflow from previous test	Navigation shows Step 1 as current with blue background and "1"	N/A	AC-2: Initial current step state
2	Verify Step 1 description text	Blue info text: "Set up the billing cycle parameters including start and end dates, billing frequency, and other cycle-specific settings."	N/A	AC-2: Current step context
3	Complete minimal Step 1 configuration	Fill required fields: Cycle name, Area, Premises, dates	Cycle: "Test-AC2-Cycle", Area: "Downtown", Period: "01-08-2025 to 31-08-2025"	AC-2: Step completion preparation
4	Click "Next" button	Step 1 shows checkmark (✓) in green circle, Step 2 becomes current (blue background with "2")	N/A	AC-2: Completed step visual
5	Verify Step 1 completed state	Step 1 displays green checkmark instead of number, maintains "Bill Cycle" label	N/A	AC-2: Completion indicator
6	Verify Step 2 current state	Step 2 shows blue circle with "2", blue description text visible	Step 2 description: "This step retrieves all consumer data required for billing..."	AC-2: New current step
7	Verify remaining steps unchanged	Steps 3-6 remain gray with numbers, no highlighting	N/A	AC-2: Future steps unchanged
8	Click "Previous" button	Navigate back to Step 1	N/A	AC-2: Backward navigation test
9	Verify Step 1 navigation state	Step 1 becomes current again (blue), checkmark preserved	N/A	AC-2: Completed step revisit
10	Navigate forward to Step 2 again	Step 2 becomes current, Step 1 retains completion status	N/A	AC-2: State persistence
11	Complete Step 2 and navigate to Step 3	Step 2 shows checkmark, Step 3 becomes current	Consumer data validated	AC-2: Sequential completion
12	Test jump navigation (if available)	Click on completed Step 1 directly	N/A	AC-2: Direct step access

Verification Points

Primary_Verification: Current step visually distinct with blue highlighting and description text
Secondary_Verifications: Completed steps show green checkmarks, future steps remain gray with numbers, state persistence across navigation
Negative_Verification: No visual confusion between step states, no loss of completion status

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual step state transitions and visual indicators]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC1_TC_001
Blocked_Tests: AC3_TC_003, AC4_TC_005
Parallel_Tests: None (sequential workflow dependency)
Sequential_Tests: AC3_TC_003

Additional Information

Notes: Critical for user orientation throughout billing process, affects user confidence in system
Edge_Cases: Rapid navigation between steps, browser back button usage, session timeouts during workflow
Risk_Areas: State synchronization, visual consistency across browsers
Security_Considerations: Ensure step states properly reflect user permissions and data access

Missing Scenarios Identified

Scenario_1: Step validation failure handling (what happens to visual states when step validation fails)
Type: Error Handling
Rationale: Users need clear feedback when step completion fails validation
Priority: P1
Scenario_2: Session timeout impact on step completion states
Type: Edge Case
Rationale: Long billing processes may exceed session timeouts
Priority: P2

Test Case 003: New Billing Cycle Configuration Workflow

Test Case Metadata

Test Case ID: BX01US03_TC_003
Title: Verify comprehensive billing cycle configuration for new cycle creation with all required parameters and validations
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Billing, Configuration, Cycle-Management, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-Regression-Coverage, Report-Customer-Segment-Analysis, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-CxServices, Data-Validation, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 15 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 40%
Integration_Points: CxServices, Area Management, Consumer Management
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Module-Coverage, Regression-Coverage, Customer-Segment-Analysis]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-3, BR-1 through BR-35 (Cycle Selection and Configuration Rules)
Related_Bugs: N/A
Related_Test_Cases: AC2_TC_002, AC4_TC_005

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Smart360 Authentication, CxServices, Area Management Service, Consumer Management Service
Performance_Baseline: < 3 seconds form loading, < 5 seconds validation response
Data_Requirements: Available areas, premises, consumer categories, utility services, bill templates

Prerequisites

Setup_Requirements: Bill Generation module accessible, master data configured (areas, premises, services)
User_Roles_Permissions: Billing Administrator role with create/edit permissions
Test_Data: Areas: "Downtown, Westside", Services: "Water, Electricity", Categories: "Residential, Commercial"
Prior_Test_Cases: AC1_TC_001, AC2_TC_002 must pass

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 1: Bill Cycle configuration	"Bill Cycle Configuration" section loads with form elements	N/A	AC-3: Form accessibility
2	Verify "Cycle Selection" section visibility	Shows "Select Billing Cycle" dropdown and "Create New" toggle	N/A	AC-3: BR-5 Create new toggle
3	Click "Create New" toggle	Form switches to new cycle mode, "Enter Billing Cycle" field becomes mandatory (red asterisk)	N/A	AC-3: BR-6 Toggle functionality
4	Enter billing cycle name	Field accepts input, shows character count (3-50 characters)	"March 2025 Water Billing Cycle"	AC-3: BR-7, BR-8 Name validation
5	Verify cycle name uniqueness validation	System validates name uniqueness against existing cycles	Unique name required	AC-3: BR-7 Uniqueness check
6	Click "Area" dropdown	Dropdown populates with available areas	Options: "Downtown", "Westside", "Industrial Zone"	AC-3: BR-16 Area selection
7	Select "Downtown" area	Area selected, "Sub Area" dropdown becomes populated	Area: "Downtown"	AC-3: BR-17 Area filtering
8	Select sub area	Sub area selection filters available premises	Sub Area: "DT-Central"	AC-3: BR-17 Sub area dependency
9	Click "Premises" dropdown	Shows only premises from selected area/sub area	Available premises: "DT-001", "DT-002", "DT-003"	AC-3: BR-19, BR-20 Premise filtering
10	Select multiple premises	Multi-select allows selection of 2+ premises	Selected: "DT-001", "DT-002"	AC-3: BR-20 Multi-select
11	Verify active cycle premise validation	System prevents selection of premises in active billing cycles	Check premises: "DT-004" (if in active cycle)	AC-3: BR-22 Active cycle validation
12	Select "Utility Service"	Dropdown shows available services	Service: "Water"	AC-3: BR-25 Service selection
13	Select "Consumer Category"	Category dropdown populated	Categories: "Residential", "Commercial"	AC-3: BR-26, BR-27 Category selection
14	Select "Consumer Subcategory"	Subcategory appears based on category selection	Subcategory: "Standard"	AC-3: BR-28, BR-29 Subcategory dependency
15	Set "Billing Period Start" date	Date picker allows valid date selection	Start Date: "01-03-2025"	AC-3: BR-31 Start date mandatory
16	Set "Billing Period End" date	End date must be after start date	End Date: "31-03-2025"	AC-3: BR-32 End date validation
17	Verify date validation	System validates end date > start date and after previous cycle	Valid date range	AC-3: BR-34 Date sequence validation
18	Review "Billing Cycle Summary" section	Summary auto-populates with entered configuration	All entered data reflected	AC-3: BR-37 through BR-43 Summary
19	Verify bill template selection	"Select Bill Template" dropdown shows available templates	Template: "Standard Water Bill Template"	AC-3: BR-46 Template selection
20	Select bill template	Template selection enables "Next" button	Selected template name appears	AC-3: BR-48 Template requirement
21	Click "Save as Draft"	Configuration saved without validation, can resume later	Draft status confirmed	AC-3: BR-51 Draft functionality
22	Click "Next" button	Validation passes, navigation proceeds to Step 2	All validations successful	AC-3: BR-54 Next button activation

Verification Points

Primary_Verification: New billing cycle created successfully with all mandatory parameters configured
Secondary_Verifications: All dropdown dependencies work correctly, date validations enforce business rules, summary section reflects all selections
Negative_Verification: Cannot proceed without mandatory fields, cannot select premises in active cycles, cannot set invalid date ranges

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual configuration process and validation behaviors]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC1_TC_001, AC2_TC_002
Blocked_Tests: AC4_TC_004, AC7_TC_010
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC4_TC_005

Additional Information

Notes: Foundation for entire billing process, configuration errors here affect all subsequent steps
Edge_Cases: Very large premise selections, special characters in cycle names, leap year date handling
Risk_Areas: Data integrity validation, cross-service dependencies, performance with large datasets
Security_Considerations: Ensure user can only access authorized areas and premises

Missing Scenarios Identified

Scenario_1: Billing cycle modification after partial completion (edit existing draft)
Type: Edit/Update Workflow
Rationale: Users may need to modify cycle parameters before finalizing
Priority: P2
Scenario_2: Billing cycle cloning from previous successful cycle
Type: Efficiency Feature
Rationale: Common business practice to copy successful cycle configurations
Priority: P3

Test Case 004: Existing Billing Cycle Selection and Modification

Test Case Metadata

Test Case ID: BX01US03_TC_004
Title: Verify existing billing cycle selection and modification workflow with data preservation and validation
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Workflow
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Cycle-Management, Data-Modification, Workflow, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Report-Customer-Segment-Analysis, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-CxServices, Cycle-Operations, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 14 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 95%
Integration_Points: CxServices, Cycle Management Service, State Management
Code_Module_Mapped: CX-Web, Cycle-Management, Data-Persistence
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, User-Acceptance, Customer-Segment-Analysis]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-3, Existing cycle selection rules, Data modification workflows, State preservation
Related_Bugs: N/A
Related_Test_Cases: AC3_TC_003, AC2_TC_002

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: CxServices, Cycle Management Service, State Management, Database for cycle storage
Performance_Baseline: < 3 seconds cycle loading, < 2 seconds data population
Data_Requirements: Multiple existing billing cycles with different configurations

Prerequisites

Setup_Requirements: Multiple existing billing cycles available, cycle modification enabled
User_Roles_Permissions: Billing Administrator with cycle modification permissions
Test_Data: Existing cycles: "Savaii 202501 R1", "March 2025 Downtown", "February Electric Cycle"
Prior_Test_Cases: AC2_TC_002 must pass (step navigation working)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 1: Bill Cycle Configuration	Cycle selection dropdown and configuration form visible	N/A	Existing cycle access initiation
2	Click "Select Billing Cycle" dropdown	Dropdown populates with list of existing billing cycles	Available cycles displayed	Cycle list population verification
3	Verify existing cycle display format	Cycles shown with descriptive names and status indicators	Format: "Cycle Name (Status)"	Cycle identification clarity
4	Select existing cycle "Savaii 202501 R1"	Form auto-populates with all saved cycle parameters	Cycle: "Savaii 202501 R1" selected	Cycle data auto-population
5	Verify cycle comparison section population	Shows previous period and days since last billing accurately	Previous: "2025-06-01 to 2025-06-30", Days: 10	Historical data accuracy
6	Check all form fields auto-population	All configuration fields filled with saved values	Area, Premises, Service, Category, Dates populated	Complete data restoration
7	Verify billing cycle summary auto-update	Summary section reflects selected cycle configuration	Name, Areas, Premises, Services, Count: 53 selected	Summary synchronization
8	Test cycle parameter modification	Change area selection to add "Industrial Zone"	Add area: "Industrial Zone" to existing selection	Modification capability testing
9	Verify modification impact on summary	Summary updates to reflect parameter changes	Updated area list in summary	Dynamic summary updates
10	Check premise filtering after area change	Premises dropdown updates to include new area premises	Additional premises from Industrial Zone available	Cascading data updates
11	Save modified cycle configuration	Click "Save as Draft" or "Next" to preserve changes	Modified configuration saved successfully	Modification persistence
12	Test cycle switching during modification	Switch to different existing cycle "March 2025 Downtown"	Unsaved changes warning, then new cycle loads	Cycle switching with change detection
13	Verify complete data replacement	All form fields update to new cycle's parameters	Complete replacement of configuration data	Data consistency validation
14	Test modification validation	Make invalid changes (e.g., end date before start date)	Validation prevents saving invalid configuration	Modification validation enforcement
15	Verify modification audit trail	Changes to existing cycles logged for audit purposes	Audit log: cycle modifications, user, timestamp	Modification audit tracking
16	Test concurrent modification protection	Simulate multiple users modifying same cycle	Conflict detection and resolution mechanism	Concurrency handling validation

Verification Points

Primary_Verification: Existing billing cycles can be selected and modified while preserving data integrity
Secondary_Verifications: Auto-population works correctly, modifications validated, audit trail maintained
Negative_Verification: Invalid modifications prevented, no data corruption, concurrent changes handled properly

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual cycle selection and modification behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC2_TC_002
Blocked_Tests: AC4_TC_005
Parallel_Tests: AC3_TC_003
Sequential_Tests: AC4_TC_005

Additional Information

Notes: Critical for cycle reuse and iterative billing process improvement
Edge_Cases: Very old cycles, cycles with deprecated parameters, cycles from different system versions
Risk_Areas: Data migration compatibility, parameter validation, state management
Security_Considerations: Ensure cycle access respects user permissions and organizational boundaries

Missing Scenarios Identified

Scenario_1: Cycle versioning and change history tracking
Type: Version Control
Rationale: Users may need to track changes over time for compliance
Priority: P3
Scenario_2: Cycle template creation from successful cycles
Type: Template Management
Rationale: Successful cycles could become templates for future use
Priority: P4

Test Case 005 : Consumer Overview and Category Breakdown Display

Test Case Metadata

Test Case ID: BX01US03_TC_005
Title: Verify consumer data summary displays comprehensive statistics with accurate category breakdown and cycle comparisons
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Analytics
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Consumer-Data, Analytics, Data-Analysis, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Customer-Segment-Analysis, Report-Module-Coverage, Report-Engineering, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Consumer-Service, Statistical-Analysis, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 12 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 55%
Integration_Points: Consumer Service, CxServices, Analytics Engine
Code_Module_Mapped: CX-Web, Consumer-Analytics
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: [Quality-Dashboard, Customer-Segment-Analysis, Module-Coverage, Engineering]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-4, Consumer Overview Rules, Cycle Comparison Formula
Related_Bugs: N/A
Related_Test_Cases: AC3_TC_003, AC5_TC_007

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Consumer Service, CxServices, Previous billing cycle data for comparisons
Performance_Baseline: < 3 seconds data loading, < 5 seconds calculations
Data_Requirements: Billing cycle BC-2025-03 with 2590 consumers, previous cycle data for comparison

Prerequisites

Setup_Requirements: Consumer data populated, previous billing cycle available for comparison
User_Roles_Permissions: Billing Administrator with consumer data view access
Test_Data: Cycle: "Savaii 202501 R1", Consumers: 2590, Categories: Commercial/NA distribution
Prior_Test_Cases: AC3_TC_003 must pass (cycle configuration completed)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 2: Fetch Consumer Data from completed Step 1	Consumer Data Analysis page loads with overview statistics	Billing cycle: "Savaii 202501 R1"	AC-4: Data step transition
2	Verify page header and description	Shows "Consumer Data Analysis - Analyze consumer data, plans, and tariffs for the selected billing cycle"	N/A	AC-4: Page context clarity
3	Verify "Consumer Overview" section	Displays total consumers with percentage change indicator	Expected: 2590 (99.92%)	AC-4: Total consumer count
4	Check percentage change calculation accuracy	Percentage change: (current count - previous count / previous count) * 100	Formula verification	AC-4: Percentage change formula
5	Verify "Missing Plan Details" card	Shows count of consumers without assigned plans	Expected: 0 "Action Required" or "N/A"	AC-4: Missing plan detection
6	Verify "Missing Tariff Details" card	Shows count of plans without assigned tariffs	Expected: 0 "Action Required" or "N/A"	AC-4: Missing tariff detection
7	Check "Consumer Breakdown" tab visibility	Tab shows consumer count distribution	Default active tab	AC-4: Category breakdown access
8	Verify "Consumers by Category" section	Shows category distribution with counts and percentages	Commercial: 2 (0.07%), NA: 2588 (88.78%)	AC-4: Category statistics
9	Validate category percentage calculations	Each category percentage = (category count / total count) * 100	Mathematical verification	AC-4: Category percentage accuracy
10	Check "Cycle Comparison" section	Shows previous cycle count and new consumers added	Previous Cycle: 2, New Consumers: 2588	AC-4: Cycle comparison data
11	Verify "Consumer Status" breakdown	Shows status distribution: Active, Inactive, Paused, Temporary Disconnect	Active: 2400 (82.33%), Inactive: 325 (11.15%), Paused: 0 (0%), Temp Disconnect: 190 (6.52%)	AC-4: Status distribution
12	Validate status percentage calculations	Status percentages sum to 100% within rounding tolerance	Sum validation	AC-4: Status percentage accuracy
13	Check color coding consistency	Active (green), Inactive (red), Paused (orange), Temporary Disconnect (gray)	Visual consistency	AC-4: Status visual indicators
14	Verify data refresh on cycle change	Change billing cycle, verify consumer data updates	Different cycle selection	AC-4: Data dependency validation
15	Test "Plans & Tariffs" tab	Tab shows plan analysis and recent changes	Plans & Tariffs content	AC-4: Plans analysis access
16	Test "Payment Details" tab	Tab shows payment summary and outstanding accounts	Payment summary data	AC-4: Payment analysis access

Verification Points

Primary_Verification: Consumer overview displays correct total count (2590) with accurate category breakdown
Secondary_Verifications: All percentage calculations accurate, cycle comparison shows meaningful data, status distribution sums to 100%
Negative_Verification: No missing consumer data, no calculation errors, no inconsistent totals across tabs

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual consumer statistics and calculation accuracy]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC3_TC_003
Blocked_Tests: AC5_TC_007, AC6_TC_009
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC5_TC_007

Additional Information

Notes: Critical for understanding billing cycle scope and identifying data quality issues before bill generation
Edge_Cases: Very large consumer counts (10,000+), missing previous cycle data, empty categories
Risk_Areas: Performance with large datasets, calculation accuracy, data synchronization
Security_Considerations: Ensure consumer data access respects privacy regulations and user permissions

Missing Scenarios Identified

Scenario_1: Consumer data export functionality for offline analysis
Type: Data Export
Rationale: Business users often need consumer lists for external processing
Priority: P3
Scenario_2: Real-time consumer data synchronization during billing cycle
Type: Integration
Rationale: Consumer data may change during billing process execution
Priority: P2

Test Case 06: Plan Assignment Workflow Error Handling

Test Case Metadata

Test Case ID: BX01US03_TC_006
Title: Verify plan assignment workflow handles errors gracefully with proper validation and rollback mechanisms
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Error-Handling
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Negative, Plan-Assignment, Error-Handling, Validation, Recovery, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-Security-Validation, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Plan-Service, Error-Management, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 16 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Plan Service, Error Management Service, CxServices, Rollback Engine
Code_Module_Mapped: CX-Web, Plan-Assignment, Error-Handling, Data-Integrity
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, Security-Validation]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-6, Plan assignment error handling, Data integrity rules, Rollback mechanisms
Related_Bugs: N/A
Related_Test_Cases: AC5_TC_007, AC6_TC_009

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Plan Service, Error Management Service, CxServices, Network simulation tools
Performance_Baseline: < 5 seconds error detection, < 3 seconds rollback execution
Data_Requirements: Consumers without plans, various plan types, error simulation scenarios

Prerequisites

Setup_Requirements: Plan assignment functionality enabled, error simulation capabilities, rollback mechanisms active
User_Roles_Permissions: Billing Administrator with plan assignment and error resolution permissions
Test_Data: Consumer without plan: AC-2025-TEST, Compatible/incompatible plans, Network error simulation
Prior_Test_Cases: AC5_TC_007 must pass (missing plan detection working)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Missing Plan Details with consumer requiring plan	Consumer without plan displayed in missing plans table	Consumer: AC-2025-TEST, Service: Water, Category: Residential	Plan assignment error testing setup
2	Click "Assign Plan" action button	Plan assignment dropdown opens with available plans	Compatible and incompatible plans visible	Plan assignment workflow initiation
3	Attempt to assign incompatible plan (wrong service)	System validates plan compatibility before assignment	Select: "Electric Premium Plan" for Water consumer	Service compatibility validation
4	Verify compatibility error message	Clear error: "Plan 'Electric Premium Plan' is not compatible with Water service"	Specific incompatibility reason provided	Compatibility error feedback
5	Check assignment prevention	Plan assignment does not proceed, consumer remains in missing plans	No assignment created, state unchanged	Assignment prevention validation
6	Attempt incompatible category assignment	Try commercial plan for residential consumer	Select: "Commercial Water Plan" for Residential consumer	Category compatibility validation
7	Verify category compatibility error	Error: "Plan category 'Commercial' does not match consumer category 'Residential'"	Category-specific error message	Category validation feedback
8	Select compatible plan for assignment	Choose appropriate plan matching service and category	Plan: "Residential Water Standard"	Valid plan selection
9	Simulate network failure during assignment	Trigger network error simulation during assignment process	Network failure simulation activated	Network error scenario testing
10	Verify graceful failure handling	Assignment fails with clear error message, no partial state	Error: "Assignment failed due to network error. Please try again."	Network failure graceful handling
11	Check data integrity preservation	Consumer remains in missing plans list, no partial assignment created	No corrupted assignment state	Data integrity validation
12	Verify rollback mechanism	Any partial assignment data cleaned up automatically	Clean system state after failure	Automatic rollback verification
13	Test assignment retry after error resolution	Retry assignment after network restoration	Assignment completes successfully on retry	Error recovery capability
14	Simulate service unavailability error	Plan Service returns unavailable error	Service: Plan Service returns 503 error	Service unavailability handling
15	Verify service error handling	Appropriate error message and user guidance provided	Error: "Plan service temporarily unavailable. Please try again later."	Service error communication
16	Test concurrent assignment conflicts	Simulate multiple users assigning plans to same consumer	Concurrent assignment attempt simulation	Concurrency conflict testing
17	Verify conflict resolution	System prevents duplicate assignments or handles conflicts gracefully	Conflict detection and resolution	Concurrency handling validation
18	Check assignment audit trail	All assignment attempts (successful and failed) logged with details	Audit log: attempts, outcomes, errors, timestamps	Comprehensive audit logging

Verification Points

Primary_Verification: Plan assignment workflow handles all error scenarios gracefully with proper validation and rollback
Secondary_Verifications: Data integrity maintained during failures, audit trail comprehensive, error messages actionable
Negative_Verification: No partial assignments created, no data corruption, no unauthorized plan assignments

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual error handling behavior and recovery mechanisms]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC5_TC_007
Blocked_Tests: AC7_TC_010
Parallel_Tests: AC6_TC_009
Sequential_Tests: AC7_TC_010

Additional Information

Notes: Critical for maintaining data integrity and user confidence during plan management operations
Edge_Cases: Multiple rapid assignment attempts, plan changes during assignment, very large plan catalogs
Risk_Areas: Data consistency, error message clarity, rollback completeness
Security_Considerations: Ensure error handling doesn't expose sensitive system information

Missing Scenarios Identified

Scenario_1: Plan assignment approval workflow for high-value commercial accounts
Type: Approval Process
Rationale: Large commercial plan changes may require manager approval
Priority: P2
Scenario_2: Bulk plan assignment error handling and partial success scenarios
Type: Bulk Operations
Rationale: Bulk operations need sophisticated error handling for mixed outcomes
Priority: P3

Test Case 007: Missing Plan Details Detection and Management

Test Case Metadata

Test Case ID: BX01US03_TC_007
Title: Verify system accurately identifies and displays consumers with missing plan assignments including resolution workflow
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Data-Validation
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Negative, Consumer, Data-Validation, Plan-Management, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Engineering, Report-Module-Coverage, Report-Customer-Segment-Analysis, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Plan-Service, Data-Integrity, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 10 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 70%
Integration_Points: Plan Service, Consumer Service, CxServices
Code_Module_Mapped: CX-Web, Plan-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, Customer-Segment-Analysis]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-5, Missing Data Table Rules, Plan Assignment Workflow
Related_Bugs: N/A
Related_Test_Cases: AC4_TC_005, AC6_TC_009

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Plan Service, Consumer Service, CxServices, Master plan data
Performance_Baseline: < 3 seconds missing data detection, < 5 seconds plan assignment
Data_Requirements: Test consumers with missing plans, available plan catalog

Prerequisites

Setup_Requirements: Consumer data with some missing plan assignments, plan catalog available
User_Roles_Permissions: Billing Administrator with plan assignment permissions
Test_Data: Consumer without plan: AC-2025-999, Available plans: "Standard Water Plan", "Commercial Water Plan"
Prior_Test_Cases: AC4_TC_005 must pass (consumer data loaded)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to "Missing Data" section from consumer overview	Missing Data section visible with tabbed interface	N/A	AC-5: Missing data accessibility
2	Verify "Missing Plan Details" tab display	Tab shows count of consumers without plans: "Missing Plan Details 0" or actual count	Current state: 0 missing	AC-5: Missing plan count display
3	Create test scenario with missing plan	Use admin tools to remove plan from test consumer	Consumer: AC-2025-TEST, Remove assigned plan	AC-5: Test data preparation
4	Refresh or reload missing data section	Tab updates to show "Missing Plan Details 1"	Updated count: 1	AC-5: Real-time detection
5	Click "Missing Plan Details" tab	Table populates with consumers lacking plan assignments	N/A	AC-5: Missing plan table access
6	Verify table column headers	Columns display: Account Number, Consumer Name, Service, Category, Actions	Table structure verification	AC-5: Table structure compliance
7	Verify missing plan consumer data	Test consumer appears in table with complete information	Account: AC-2025-TEST, Consumer: "Test Consumer", Service: "Water", Category: "Residential"	AC-5: Data completeness
8	Check "Action" column functionality	Shows "Assign Plan" button for consumer with missing plan	Button: "Assign Plan"	AC-5: Action availability
9	Click "Assign Plan" action button	Dropdown opens showing compatible plans for consumer's service/category	Available plans for Water/Residential	AC-5: Plan assignment workflow
10	Verify plan compatibility filtering	Only shows plans matching consumer's service and category	Water service plans only	AC-5: Plan filtering logic
11	Select appropriate plan from dropdown	Plan selection confirmed in dropdown	Selected: "Standard Water Plan"	AC-5: Plan selection process
12	Confirm plan assignment	Consumer assigned plan successfully, removed from missing plans table	Assignment confirmed	AC-5: Assignment completion
13	Verify missing plan count update	Tab updates to "Missing Plan Details 0"	Count decreases by 1	AC-5: Count accuracy
14	Verify consumer in main consumer list	Assigned plan appears in consumer list table	Plan column shows "Standard Water Plan"	AC-5: Data consistency
15	Test empty state display	When no missing plans exist, table shows "No consumers without plans found"	Empty state message	AC-5: Empty state handling
16	Test bulk plan assignment (if available)	Select multiple consumers and assign plans simultaneously	Multiple consumer selection	AC-5: Bulk operations

Verification Points

Primary_Verification: System accurately identifies consumers without plan assignments and provides functional assignment workflow
Secondary_Verifications: Plan compatibility filtering works correctly, missing plan counts update in real-time, assignments reflect in consumer data
Negative_Verification: Cannot assign incompatible plans, no false positives for consumers with valid plans, no data inconsistencies

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual missing plan detection and assignment process]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC4_TC_005
Blocked_Tests: AC6_TC_009, AC11_TC_014
Parallel_Tests: AC8_TC_011 (similar data validation pattern)
Sequential_Tests: AC6_TC_009

Additional Information

Notes: Critical for bill generation success, missing plans will cause billing failures
Edge_Cases: Plans becoming inactive during billing cycle, consumer category changes, service modifications
Risk_Areas: Data synchronization between services, plan availability, permission validation
Security_Considerations: Ensure user can only assign plans they have permission to manage

Missing Scenarios Identified

Scenario_1: Bulk plan assignment with validation and rollback capability
Type: Bulk Operations
Rationale: Efficient handling of multiple missing plan assignments
Priority: P2
Scenario_2: Plan assignment audit trail and history tracking
Type: Audit Trail
Rationale: Compliance requirement for tracking plan changes
Priority: P3

Test Case 08: Reading Validation Issue Categorization

Test Case Metadata

Test Case ID: BX01US03_TC_008
Title: Verify reading validation issues are properly categorized with appropriate resolution workflows and priority indicators
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Data-Validation
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Reading-Validation, Issue-Categorization, Data-Quality, Analytics, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-Performance-Metrics, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Validation-Engine, Issue-Management, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 18 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Validation Engine, Issue Classification Service, CxServices, Analytics Engine
Code_Module_Mapped: CX-Web, Reading-Validation, Issue-Classification, Data-Analytics
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, Performance-Metrics]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-8, Reading validation rules, Issue categorization logic, Priority classification
Related_Bugs: N/A
Related_Test_Cases: AC8_TC_011, AC9_TC_012

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Validation Engine, Issue Classification Service, CxServices, Historical reading data
Performance_Baseline: < 3 seconds issue categorization, < 5 seconds priority calculation
Data_Requirements: Meter readings with various anomaly types, historical consumption patterns

Prerequisites

Setup_Requirements: Reading validation enabled, issue classification configured, historical data available
User_Roles_Permissions: Billing Administrator with reading validation access
Test_Data: Readings: High consumption (2800→4500), Low consumption (1500→200), Zero consumption (1200→0), RCNT readings, Faulty readings
Prior_Test_Cases: AC7_TC_010 must pass (meter reading statistics available)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 3: Meter Readings, Issues tab	Issues categorized and displayed by type with count: "Issues 983"	N/A	Issue categorization access
2	Verify High Consumption category display	Readings >150% of historical average identified and grouped	High consumption: readings showing 150%+ increase	High consumption detection accuracy
3	Check High Consumption visual indicators	Orange "High" tags and appropriate priority markers	Visual tag: Orange "High" indicator	High consumption visual identification
4	Verify Low Consumption category accuracy	Readings <25% of historical average properly categorized	Low consumption: readings showing <25% of normal	Low consumption detection validation
5	Check Low Consumption visual indicators	Yellow "Low" tags with appropriate priority levels	Visual tag: Yellow "Low" indicator	Low consumption visual identification
6	Verify Zero Consumption category detection	Readings showing no usage properly identified	Zero consumption: current reading = previous reading	Zero consumption detection accuracy
7	Check Zero Consumption visual indicators	Red "Zero" tags indicating potential vacant properties	Visual tag: Red "Zero" indicator	Zero consumption visual identification
8	Verify RCNT (Requires Confirmation) categorization	Unusual readings requiring manual review identified	RCNT: readings outside normal variance but not extreme	RCNT categorization accuracy
9	Check RCNT visual indicators	Amber "RCNT" tags indicating review required	Visual tag: Amber "RCNT" indicator	RCNT visual identification
10	Verify Faulty Readings category detection	Clearly erroneous readings (negative, impossible values) identified	Faulty: negative readings, readings >10x normal	Faulty reading detection
11	Check Faulty Reading visual indicators	Red "Faulty" tags indicating data corruption	Visual tag: Red "Faulty" indicator	Faulty reading visual identification
12	Test issue priority calculation	Critical revenue-impact issues prioritized higher	High consumption = high priority, RCNT = medium priority	Priority calculation validation
13	Verify priority visual indicators	Critical issues highlighted with distinct visual treatment	High priority: bold borders, warning icons	Priority visualization accuracy
14	Check category-specific resolution workflows	Each category offers appropriate resolution options	High: Accept/Edit, Zero: Accept/Estimate/Exclude	Category-specific workflow validation
15	Test bulk operations by category	Can select and process multiple issues within same category	Bulk validate all "High consumption" issues	Category-based bulk operations
16	Verify category filtering functionality	Can filter issues by specific category type	Filter: Show only "Low Consumption" issues	Category filtering capability
17	Check cross-category issue handling	Readings with multiple issues properly categorized	Reading both high consumption AND faulty	Multi-category issue handling
18	Test category statistics accuracy	Issue counts per category sum to total issues	Mathematical verification: category totals = overall total	Category count accuracy validation

Verification Points

Primary_Verification: Reading validation issues properly categorized by type with accurate detection algorithms
Secondary_Verifications: Visual indicators distinct and meaningful, priority calculation accurate, category-specific workflows functional
Negative_Verification: No miscategorized readings, no missing issue types, no incorrect priority assignments

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual issue categorization accuracy and workflow functionality]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC7_TC_010
Blocked_Tests: AC9_TC_012, AC10_TC_013
Parallel_Tests: AC8_TC_011
Sequential_Tests: AC9_TC_012

Additional Information

Notes: Critical for efficient reading validation and ensuring billing accuracy through proper anomaly detection
Edge_Cases: Readings with multiple anomaly types, seasonal consumption variations, meter replacement scenarios
Risk_Areas: Categorization algorithm accuracy, performance with large datasets, priority calculation consistency
Security_Considerations: Ensure issue data access respects user permissions and privacy requirements

Missing Scenarios Identified

Scenario_1: Machine learning-based anomaly detection for improved categorization
Type: AI Enhancement
Rationale: ML could improve detection accuracy for complex consumption patterns
Priority: P4
Scenario_2: Custom issue category creation for utility-specific anomaly types
Type: Customization
Rationale: Different utilities may have unique validation requirements
Priority: P3

Test Case 009: Direct Plan Assignment Interface and Workflow

Test Case Metadata

Test Case ID: BX01US03_TC_009
Title: Verify comprehensive plan assignment functionality directly from missing data interface with validation and error handling
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Workflow
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Consumer, Plan-Assignment, Workflow, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Report-Customer-Segment-Analysis, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Plan-Service, Assignment-Workflow, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 12 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 85%
Integration_Points: Plan Service, Consumer Service, CxServices, Validation Engine
Code_Module_Mapped: CX-Web, Plan-Management, Consumer-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Module-Coverage, User-Acceptance, Customer-Segment-Analysis]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-6, Plan Assignment Rules, Validation Logic, UI Workflow
Related_Bugs: N/A
Related_Test_Cases: AC5_TC_007, AC7_TC_010

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Plan Service, Consumer Service, CxServices, Plan catalog, Validation services
Performance_Baseline: < 2 seconds plan dropdown load, < 3 seconds assignment processing
Data_Requirements: Multiple consumers with missing plans, comprehensive plan catalog with various service/category combinations

Prerequisites

Setup_Requirements: Plan assignment functionality enabled, comprehensive plan catalog available
User_Roles_Permissions: Billing Administrator with plan create/assign permissions
Test_Data: Consumers: AC-2025-001 (Residential/Water), AC-2025-002 (Commercial/Water), Plans: "Residential Water Standard", "Commercial Water Premium"
Prior_Test_Cases: AC5_TC_007 must pass (missing plan detection working)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Ensure test consumers have missing plans	Prepare test data with consumers lacking plan assignments	Consumers: AC-2025-001, AC-2025-002 without plans	AC-6: Test data preparation
2	Navigate to Missing Plan Details table	Table displays consumers with missing plans	Both test consumers visible	AC-6: Missing plan table access
3	Verify "Assign Plan" button for first consumer	Button visible and enabled for residential consumer	Consumer: AC-2025-001 (Residential/Water)	AC-6: Action button availability
4	Click "Assign Plan" for residential consumer	Dropdown opens with plan selection interface	Dropdown activated	AC-6: Plan assignment initiation
5	Verify plan filtering by service	Dropdown shows only Water service plans	Water plans only visible	AC-6: Service-based filtering
6	Verify plan filtering by category	Dropdown shows only Residential category plans within Water service	Residential Water plans only	AC-6: Category-based filtering
7	Check plan details in dropdown	Each plan shows name, description, and key attributes	Plan: "Residential Water Standard - Monthly billing, tiered rates"	AC-6: Plan information display
8	Select "Residential Water Standard" plan	Plan selection highlighted in dropdown	Selected plan highlighted	AC-6: Plan selection feedback
9	Confirm plan assignment	Assignment processes successfully, consumer removed from missing plans table	Assignment success confirmation	AC-6: Assignment completion
10	Verify assignment in consumer list	Navigate to main consumer list, verify plan assignment	Consumer AC-2025-001 shows "Residential Water Standard"	AC-6: Data consistency validation
11	Test commercial consumer assignment	Click "Assign Plan" for commercial consumer	Consumer: AC-2025-002 (Commercial/Water)	AC-6: Different category test
12	Verify commercial plan filtering	Dropdown shows only Commercial Water plans	Commercial plans filtered correctly	AC-6: Category filtering validation
13	Attempt invalid plan assignment	Try to assign residential plan to commercial consumer (if system allows)	Should prevent or warn about mismatch	AC-6: Validation enforcement
14	Complete commercial plan assignment	Assign appropriate commercial plan successfully	Plan: "Commercial Water Premium"	AC-6: Commercial assignment success
15	Test assignment error handling	Simulate assignment failure (network error, service unavailable)	Error message displayed, no partial assignment	AC-6: Error handling validation
16	Verify missing plan count updates	Check tab count decreases after each successful assignment	Count: "Missing Plan Details 0"	AC-6: Count accuracy
17	Test assignment reversal	Remove assigned plan and verify it returns to missing plans table	Consumer reappears in missing plans	AC-6: Reverse workflow validation
18	Test multiple rapid assignments	Assign plans to multiple consumers in quick succession	All assignments process correctly	AC-6: Performance under load

Verification Points

Primary_Verification: Plan assignment workflow completes successfully with proper validation and filtering
Secondary_Verifications: Plan compatibility enforced, assignment reflected across all relevant views, error handling functional
Negative_Verification: Cannot assign incompatible plans, no data corruption on assignment failures, no orphaned assignments

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual plan assignment workflow and validation behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC5_TC_007
Blocked_Tests: AC7_TC_010, AC11_TC_014
Parallel_Tests: AC8_TC_011 (similar workflow pattern)
Sequential_Tests: AC7_TC_010

Additional Information

Notes: Core functionality for data quality management, directly impacts bill generation success rates
Edge_Cases: Plan availability changes during assignment, concurrent plan modifications, large volume assignments
Risk_Areas: Data consistency across services, validation rule enforcement, performance with large plan catalogs
Security_Considerations: Ensure plan assignment respects user permissions and consumer access rights

Missing Scenarios Identified

Scenario_1: Plan assignment with effective date management (future effective plans)
Type: Business Logic
Rationale: Plans may need to be assigned with future effective dates
Priority: P2
Scenario_2: Plan assignment approval workflow for high-value commercial accounts
Type: Approval Workflow
Rationale: Large commercial plan assignments may require manager approval
Priority: P3

Test Case 010: Comprehensive Meter Reading Statistics Dashboard

Test Case Metadata

Test Case ID: BX01US03_TC_010
Title: Verify comprehensive meter reading statistics display with accurate metrics, progress indicators, and cycle comparisons
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Analytics
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Meter-Reading, Analytics, Statistics, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Engineering, Report-Module-Coverage, Report-Performance-Metrics, Customer-All, Risk-Medium, Business-High, Revenue-Impact-High, Integration-Meter-Service, Reading-Analytics, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 15 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 95%
Integration_Points: Meter Service, CxServices, Analytics Engine, Reading Collection Service
Code_Module_Mapped: CX-Web, Meter-Analytics, Reading-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, Performance-Metrics]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-7, Meter Reading Statistics Rules, Progress Calculation Logic, Cycle Comparison
Related_Bugs: N/A
Related_Test_Cases: AC6_TC_009, AC8_TC_011

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Meter Service, Reading Collection Service, CxServices, Previous cycle data for comparisons
Performance_Baseline: < 3 seconds statistics loading, < 5 seconds progress calculations
Data_Requirements: Billing cycle with 3237 meters, reading collection data, validation status data

Prerequisites

Setup_Requirements: Meter reading data available, previous cycle data for comparisons
User_Roles_Permissions: Billing Administrator with meter reading access
Test_Data: Cycle with 3237 total meters, 0.15% readings collected, 3111 missing readings, 3 pending validation
Prior_Test_Cases: AC6_TC_009 must pass (consumer data management completed)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 3: Meter Readings from Step 2	Meter Readings Analysis page loads with statistics dashboard	N/A	AC-7: Reading step access
2	Verify page header and description	Shows "Meter Readings Analysis - Analyze meter readings, validate data, and resolve issues"	N/A	AC-7: Page context
3	Verify "Total Meters" card display	Shows count with percentage change: "3237 (0.15%)"	Total: 3237, Change: +0.15%	AC-7: Total meter count
4	Check percentage change calculation	Percentage = (current - previous) / previous * 100	Formula verification	AC-7: Change calculation accuracy
5	Verify "Readings Collected" progress	Shows percentage with progress bar: "0.15%"	Progress: 0.15% with visual bar	AC-7: Collection progress display
6	Calculate readings collected accuracy	Percentage = (collected readings / total meters) * 100	Math verification	AC-7: Collection percentage accuracy
7	Verify "Missing Readings" count	Shows count and percentage: "3111 (96.11%)"	Missing: 3111, Percentage: 96.11%	AC-7: Missing reading count
8	Verify "Pending Validation" count	Shows readings awaiting validation: "3 (0.09%)"	Pending: 3, Percentage: 0.09%	AC-7: Validation queue count
9	Check "Reading Collection Status" section	Shows current vs previous cycle comparison	Current: 0.15%, Previous: 68.67%, Decrease: 68.52%	AC-7: Collection status comparison
10	Verify collection progress bars	Visual progress bars reflect percentages accurately	Current and previous bars proportional	AC-7: Visual progress accuracy
11	Check "Reading Validation Status" section	Shows current vs previous validation comparison	Current: 0.06%, Previous: 68.27%, Decrease: 68.21%	AC-7: Validation status comparison
12	Verify "Meter Types Breakdown" section	Shows distribution by meter technology	Photo Meter: 99.97%, Manual Meter: 0.03%	AC-7: Meter type distribution
13	Check meter type percentage accuracy	Type percentages sum to 100% within rounding tolerance	Sum validation	AC-7: Type percentage accuracy
14	Verify "Reading Types Distribution" section	Shows reading quality status distribution	Normal: 0.09%, Faulty: 0.03%, RCNT: 0.03%	AC-7: Reading quality breakdown
15	Test data refresh functionality	Refresh page or cycle, verify statistics update	Data refresh validation	AC-7: Real-time data accuracy
16	Verify responsive design	Check statistics display on different screen sizes	Mobile, tablet, desktop views	AC-7: Cross-resolution compatibility

Verification Points

Primary_Verification: All meter reading statistics display with accurate counts, percentages, and cycle comparisons
Secondary_Verifications: Progress bars reflect actual percentages, meter type distributions sum correctly, validation status accurate
Negative_Verification: No calculation errors, no missing statistics, no inconsistent data across sections

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual statistics display and calculation accuracy]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC6_TC_009
Blocked_Tests: AC8_TC_011, AC9_TC_012
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC8_TC_011

Additional Information

Notes: Critical for understanding meter reading collection status and identifying potential billing issues
Edge_Cases: No previous cycle data, 100% missing readings, all meters validated
Risk_Areas: Performance with large meter counts, calculation accuracy, data synchronization
Security_Considerations: Ensure meter reading data access respects user permissions and privacy requirements

Missing Scenarios Identified

Scenario_1: Real-time statistics updates during active reading collection
Type: Real-time Integration
Rationale: Statistics should update as readings are collected during billing cycle
Priority: P2
Scenario_2: Meter reading statistics export for external reporting
Type: Data Export
Rationale: Business users need statistics for management reporting
Priority: P3

Test Case 011: Reading Validation Requirements Detection and Display

Test Case Metadata

Test Case ID: BX01US03_TC_011
Title: Verify readings requiring validation are clearly identified with appropriate indicators and categorization
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Data-Validation
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Meter-Reading, Validation, Data-Quality, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Module-Coverage, Report-Engineering, Report-Performance-Metrics, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Meter-Service, Reading-Validation, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 14 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 85%
Integration_Points: Meter Service, Validation Engine, CxServices
Code_Module_Mapped: CX-Web, Reading-Validation, Meter-Analytics
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Module-Coverage, Engineering, Performance-Metrics]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-8, Reading Validation Rules, Issue Classification Logic
Related_Bugs: N/A
Related_Test_Cases: AC7_TC_010, AC9_TC_012

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Meter Service, Validation Engine, CxServices, Reading data with anomalies
Performance_Baseline: < 3 seconds validation processing, < 2 seconds indicator display
Data_Requirements: Meter readings with various validation issues (high, low, zero consumption, RCNT, faulty)

Prerequisites

Setup_Requirements: Meter reading data available with validation issues
User_Roles_Permissions: Billing Administrator with meter reading validation access
Test_Data: Readings requiring validation: High consumption, Low consumption, Zero consumption, RCNT readings, Faulty readings
Prior_Test_Cases: AC7_TC_010 must pass (meter reading statistics available)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 3 Meter Readings, Issues tab	Issues tab displays with validation queue count: "Issues 983"	N/A	AC-8: Validation issues access
2	Click on "Issues" tab	List of readings requiring validation displayed	983 issues to review	AC-8: Validation queue display
3	Verify issue categorization headers	Issues grouped by type: High Consumption, Low Consumption, Zero Consumption, RCNT, Faulty	Issue categories visible	AC-8: Issue type classification
4	Check High Consumption indicators	Readings marked with "High" tag in orange color	Sample readings with "High" indicator	AC-8: High consumption identification
5	Check Low Consumption indicators	Readings marked with "Low" tag in yellow color	Sample readings with "Low" indicator	AC-8: Low consumption identification
6	Check Zero Consumption indicators	Readings marked with "Zero" tag in red color	Sample readings with "Zero" indicator	AC-8: Zero consumption identification
7	Check RCNT (Requires Confirmation) indicators	Readings marked with "RCNT" tag indicating unusual values	Sample readings with "RCNT" indicator	AC-8: RCNT identification
8	Check Faulty reading indicators	Readings marked with "Faulty" tag indicating erroneous data	Sample readings with "Faulty" indicator	AC-8: Faulty reading identification
9	Verify validation status column	Status clearly shows "Pending Validation" for all issues	Status: "Pending Validation"	AC-8: Validation status clarity
10	Check visual distinction between issue types	Each issue type has distinct color coding and icons	Visual indicators clearly differentiated	AC-8: Visual indicator clarity
11	Verify meter information completeness	Each issue shows: Meter ID, Consumer, Account, Service, Last Reading, Current Reading	Complete meter data per issue	AC-8: Issue detail completeness
12	Test filtering by issue type	Apply filter for "High Consumption" only	Shows only high consumption issues	AC-8: Issue type filtering
13	Test "All Issues" filter	Remove filters to show all validation issues	All 983 issues displayed	AC-8: Filter reset functionality
14	Verify issue priority indicators	Critical issues (safety/revenue impact) highlighted differently	High priority issues visually distinct	AC-8: Priority indication
15	Check bulk selection capability	Can select multiple issues for bulk operations	Multi-select checkboxes functional	AC-8: Bulk operation support
16	Verify issue count accuracy	Total count matches sum of individual issue type counts	Mathematical verification	AC-8: Count accuracy

Verification Points

Primary_Verification: Readings requiring validation clearly identified with appropriate type-specific indicators
Secondary_Verifications: Issue categorization accurate, visual indicators distinct, filtering functional
Negative_Verification: Validated readings not shown in validation queue, no miscategorized issues

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual validation issue identification and categorization]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC7_TC_010
Blocked_Tests: AC9_TC_012, AC10_TC_013
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC9_TC_012

Additional Information

Notes: Critical for data quality management, directly impacts billing accuracy
Edge_Cases: No validation issues, all readings requiring validation, extremely high/low values
Risk_Areas: Validation rule accuracy, performance with large validation queues, visual indicator consistency
Security_Considerations: Ensure validation data access respects user permissions

Missing Scenarios Identified

Scenario_1: Validation rule configuration and threshold management
Type: Configuration Management
Rationale: Business users may need to adjust validation thresholds
Priority: P3
Scenario_2: Validation issue trend analysis across billing cycles
Type: Analytics
Rationale: Understanding patterns in validation issues for process improvement
Priority: P4

Test Case 012: Reading Anomaly Management and Correction Workflow

Test Case Metadata

Test Case ID: BX01US03_TC_012
Title: Verify comprehensive anomaly management workflow for viewing, validating, and correcting readings with detected anomalies
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Workflow
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Meter-Reading, Validation, Anomaly-Management, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Meter-Service, Reading-Correction, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 16 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 90%
Integration_Points: Meter Service, Validation Engine, CxServices, Calculation Engine
Code_Module_Mapped: CX-Web, Reading-Management, Validation-Workflow
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, User-Acceptance]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-9, Reading Correction Workflow, Validation Options, Calculation Logic
Related_Bugs: N/A
Related_Test_Cases: AC8_TC_011, AC10_TC_013

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Meter Service, Validation Engine, Calculation Engine, CxServices
Performance_Baseline: < 2 seconds reading detail load, < 3 seconds validation processing
Data_Requirements: Meter readings with confirmed anomalies for correction testing

Prerequisites

Setup_Requirements: Readings with anomalies available, validation workflow enabled
User_Roles_Permissions: Billing Administrator with reading correction permissions
Test_Data: Anomalous readings: Meter 70581207 (High consumption), Meter D2039485 (Zero consumption), Meter D3048596 (RCNT)
Prior_Test_Cases: AC8_TC_011 must pass (validation issues identified)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Meter List tab from Issues tab	All meters in billing cycle displayed with anomaly indicators	N/A	AC-9: Meter list access
2	Identify meter with high consumption anomaly	Meter shows "High" consumption tag in orange	Meter: 70581207, Consumer: LAULU FILIMAUA, Consumption marked "High"	AC-9: Anomaly identification
3	Click on high consumption meter row	Meter detail view opens showing reading information	Detail popup/panel opens	AC-9: Detail view access
4	Verify anomaly details display	Shows last reading, current reading, consumption calculation, anomaly reason	Last: 2800, Current: 4500, Consumption: 1700, Reason: "150% above historical average"	AC-9: Anomaly detail information
5	Check validation options availability	Options displayed: Accept, Reject, Estimate, Edit Reading	Four validation options visible	AC-9: Validation option availability
6	Test "Accept" validation option	Select Accept, reading marked as validated despite anomaly	Status changes to "Validated"	AC-9: Accept functionality
7	Test "Reject" validation option	Select Reject, reading marked as invalid, excluded from billing	Status changes to "Rejected"	AC-9: Reject functionality
8	Test "Edit Reading" option	Click Edit, current reading becomes editable field	Current reading: editable input field	AC-9: Edit capability
9	Correct reading value	Enter corrected reading value	New value: 3200 (reasonable consumption)	AC-9: Reading correction
10	Verify consumption recalculation	System automatically recalculates consumption after correction	Consumption updates: 3200 - 2800 = 400	AC-9: Automatic recalculation
11	Save corrected reading	Confirm reading correction, status updates	Status: "Validated", Consumption: 400	AC-9: Correction confirmation
12	Test zero consumption anomaly	Navigate to meter with zero consumption	Meter: D3048596, Consumption: 0, Tag: "Zero"	AC-9: Zero consumption handling
13	Check zero consumption validation options	Verify appropriate options for zero consumption	Options: Accept (vacant property), Estimate, Edit	AC-9: Context-specific options
14	Test "Estimate" functionality	Select Estimate option for missing/zero reading	System generates estimated reading based on historical data	AC-9: Estimation capability
15	Verify estimation calculation	Check estimation methodology and resulting values	Estimated value based on 6-month average	AC-9: Estimation accuracy
16	Test bulk validation operations	Select multiple anomalous readings, apply bulk validation	Multiple readings validated simultaneously	AC-9: Bulk operation efficiency
17	Verify pending validation count updates	Check that validation queue count decreases after validations	Count reduces from 983 to updated number	AC-9: Count accuracy maintenance
18	Test validation error handling	Attempt invalid reading correction (negative value, unrealistic value)	System prevents invalid corrections with error message	AC-9: Input validation

Verification Points

Primary_Verification: Users can successfully view, validate, and correct readings with detected anomalies
Secondary_Verifications: Consumption recalculates correctly after corrections, validation status updates properly, bulk operations functional
Negative_Verification: Invalid reading values rejected, validation preserves data integrity, no orphaned validation states

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual anomaly management workflow and correction behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC8_TC_011
Blocked_Tests: AC10_TC_013, AC11_TC_014
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC10_TC_013

Additional Information

Notes: Core functionality for ensuring billing accuracy, critical for revenue protection
Edge_Cases: Extremely high/low values, readings requiring multiple corrections, concurrent validation by multiple users
Risk_Areas: Data integrity during corrections, calculation accuracy, validation rule consistency
Security_Considerations: Ensure reading corrections maintain audit trail and user accountability

Missing Scenarios Identified

Scenario_1: Reading correction approval workflow for high-value corrections
Type: Approval Workflow
Rationale: Large consumption corrections may require supervisor approval
Priority: P2
Scenario_2: Historical reading pattern analysis for validation decision support
Type: Analytics
Rationale: Users need historical context to make informed validation decisions
Priority: P3

Test Case 013: Missing Readings Management Tools and Workflow

Test Case Metadata

Test Case ID: BX01US03_TC_013
Title: Verify comprehensive tools for handling missing readings through estimation algorithms and exclusion mechanisms
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Workflow
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Meter-Reading, Missing-Data, Estimation-Tools, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-Performance-Metrics, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Estimation-Engine, Data-Management, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 18 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 95%
Integration_Points: Estimation Engine, Meter Service, CxServices, Billing Engine
Code_Module_Mapped: CX-Web, Estimation-Service, Missing-Data-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, Performance-Metrics]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-10, Missing Reading Management, Estimation Algorithms, Exclusion Logic
Related_Bugs: N/A
Related_Test_Cases: AC9_TC_012, AC11_TC_014

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Estimation Engine, Meter Service, CxServices, Historical reading data
Performance_Baseline: < 5 seconds estimation processing, < 3 seconds exclusion processing
Data_Requirements: Meters with missing readings, historical consumption data for estimation

Prerequisites

Setup_Requirements: Missing reading data available, estimation algorithms configured, exclusion rules enabled
User_Roles_Permissions: Billing Administrator with missing reading management permissions
Test_Data: Missing readings: Meter D7089043 (ABC Enterprises), Meter ME56599, Historical data for estimation
Prior_Test_Cases: AC9_TC_012 must pass (reading validation workflow available)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Issues tab, locate Missing Readings section	Missing readings section visible with count and list	Section shows missing readings count	AC-10: Missing readings access
2	Verify missing readings table structure	Table shows: Meter ID, Consumer, Account, Meter Type, Service, Last Reading, Last Reading Date, Action	Complete table structure	AC-10: Missing data display format
3	Check bulk action controls availability	"Exclude Selected" and "Estimate Readings" buttons visible at top	Bulk action buttons available	AC-10: Bulk operation access
4	Verify individual meter missing reading display	Missing reading shown with N/A for current reading	Meter: D7089043, Consumer: ABC Enterprises, Current Reading: N/A	AC-10: Missing reading indication
5	Check last reading information	Shows previous valid reading and date for estimation context	Last Reading: 2800, Date: 2025-06-15	AC-10: Historical context display
6	Select single missing reading for estimation	Click checkbox for individual meter	Meter D7089043 selected	AC-10: Individual selection
7	Click "Estimate Reading" for selected meter	Estimation process initiates for selected meter	Estimation algorithm runs	AC-10: Individual estimation trigger
8	Verify estimation algorithm execution	System calculates estimated reading based on historical data	Estimated value: 2950 (based on seasonal average)	AC-10: Estimation calculation
9	Check estimation methodology display	Shows estimation method and confidence level	Method: "6-month seasonal average", Confidence: 85%	AC-10: Estimation transparency
10	Confirm estimated reading	Accept estimated reading, verify consumption calculation	Consumption: 2950 - 2800 = 150	AC-10: Estimation acceptance
11	Test multiple meter estimation	Select 3 missing readings, click "Estimate All"	Bulk estimation processes all selected meters	Multiple meters: D7089043, ME56599, D6078943
12	Verify bulk estimation results	All selected meters receive estimated readings	All 3 meters show estimated values	AC-10: Bulk estimation success
13	Test exclusion functionality	Select different missing reading, click "Exclude Selected"	Selected meter excluded from billing cycle	Meter excluded from bill generation
14	Verify exclusion impact	Excluded meter not included in billing statistics	Meter count decreases in billing totals	AC-10: Exclusion effect validation
15	Check missing reading count updates	Missing readings count decreases after estimation/exclusion actions	Count updates: 3111 → 3105 (after 6 actions)	AC-10: Count accuracy
16	Test estimation error handling	Attempt estimation for meter with insufficient historical data	System shows warning: "Insufficient data for reliable estimation"	AC-10: Estimation limitation handling
17	Verify estimation quality indicators	Estimated readings marked differently from actual readings	Visual indicator: "EST" tag on estimated readings	AC-10: Estimation identification
18	Test exclusion reversal	Re-include previously excluded meter in billing cycle	Meter returns to missing readings list	AC-10: Exclusion reversal
19	Verify audit trail for estimations	Check that estimation actions are logged for audit	Estimation decisions recorded with user and timestamp	AC-10: Audit trail maintenance

Verification Points

Primary_Verification: Missing readings can be effectively handled through estimation algorithms and exclusion mechanisms
Secondary_Verifications: Estimation algorithms produce reasonable values, exclusion properly removes meters from billing, counts update accurately
Negative_Verification: Estimation doesn't produce unrealistic values, exclusion doesn't corrupt billing data, no orphaned meter states

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual missing reading management and estimation behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC9_TC_012
Blocked_Tests: AC11_TC_014, AC16_TC_022
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC11_TC_014

Additional Information

Notes: Critical for maintaining billing completeness when meter readings unavailable
Edge_Cases: All readings missing, no historical data available, seasonal consumption patterns
Risk_Areas: Estimation algorithm accuracy, exclusion impact on revenue, data consistency
Security_Considerations: Ensure estimation and exclusion actions maintain proper audit trails

Missing Scenarios Identified

Scenario_1: Estimation algorithm configuration and threshold management
Type: Algorithm Configuration
Rationale: Business users may need to adjust estimation parameters
Priority: P3
Scenario_2: Missing reading trend analysis and prevention strategies
Type: Preventive Analytics
Rationale: Understanding patterns in missing readings for collection improvement
Priority: P4

Test Case 014: Real-time Bill Generation Progress Monitoring

Test Case Metadata

Test Case ID: BX01US03_TC_014
Title: Verify comprehensive real-time progress display during bill generation with accurate metrics and completion tracking
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Performance
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Bill-Generation, Real-time, Progress-Monitoring, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Performance-Metrics, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Billing-Engine, Real-time-Updates, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 20 minutes
Reproducibility_Score: Medium
Data_Sensitivity: Low
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Billing Engine, CxServices, Notification Service, Progress Tracking Service
Code_Module_Mapped: CX-Web, Billing-Engine, Progress-Tracker
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Performance-Metrics, Quality-Dashboard, Module-Coverage, User-Acceptance]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-11, Real-time Progress Rules, Notification System, Performance Benchmarks
Related_Bugs: N/A
Related_Test_Cases: AC10_TC_013, AC12_TC_016

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Billing Engine, Progress Tracking Service, Notification Service, WebSocket connections
Performance_Baseline: < 2 seconds progress updates, < 500ms UI refresh
Data_Requirements: Billing cycle with substantial consumer count (2500+) for meaningful progress tracking

Prerequisites

Setup_Requirements: Bill generation service operational, progress tracking enabled, notification system configured
User_Roles_Permissions: Billing Administrator with bill generation permissions
Test_Data: Prepared billing cycle "BC-2025-03" with 2500+ consumers, all prerequisites met
Prior_Test_Cases: AC7_TC_010 must pass (meter reading analysis completed)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 4: Bill Generation	Bill Generation Process page loads with initial state	N/A	AC-11: Generation step access
2	Verify initial "Bill Generation Process" section	Shows description: "Start the bill generation process and monitor progress"	N/A	AC-11: Process description
3	Check notification toggle availability	"Notify me when bill generation is complete" toggle visible and functional	Toggle state: OFF	AC-11: Notification option
4	Enable notification toggle	Toggle switches to ON, user will receive completion notification	Toggle state: ON	AC-11: Notification activation
5	Verify "Bill Generation Information"	Shows information about process duration and billing cycle scope	Info: "You are about to generate bills for selected cycle. process may take several minutes for large billing cycles."	AC-11: Process information
6	Check "Generation Summary" initial state	Shows "No generation data available"	Initial state message	AC-11: Initial summary state
7	Verify "Generation Log" initial state	Shows "No log entries yet"	Initial log state	AC-11: Initial log state
8	Click "Start Bill Generation" button	Process initiates, progress bar appears with percentage	Progress bar: 0% initially	AC-11: Process initiation
9	Monitor progress bar updates	Progress bar updates incrementally with percentage values	Progress: 5%, 15%, 24%, 45%, 67%, 89%, 96%	AC-11: Progress visualization
10	Verify progress percentage accuracy	Percentage reflects actual bills processed vs total bills	Mathematical verification	AC-11: Progress calculation accuracy
11	Monitor "Generation Log" real-time updates	Log entries appear with timestamps as process progresses	Log entries: "[HH:MM:SS] Bill generation started", "[HH:MM:SS] Processing consumer batch 1-100"	AC-11: Real-time logging
12	Check log timestamp accuracy	Timestamps reflect actual system time during processing	Time verification	AC-11: Log timestamp accuracy
13	Monitor "Generation Summary" updates	Summary statistics update as process progresses	Updates: "Bills Processed: 150/2500", "Success Rate: 98%"	AC-11: Summary real-time updates
14	Verify processing time estimation	System shows estimated completion time or elapsed time	Time display: "Elapsed: 2:15"	AC-11: Time tracking
15	Monitor completion state	Progress reaches 100%, completion message appears	Progress: 100%, Message: "Bill generation completed successfully"	AC-11: Completion indication
16	Verify final summary statistics	Shows comprehensive results: Total Bills, Generated, Failed, Processing Time	Final stats: "Total: 2500, Generated: 2497, Failed: 3, Time: 5:23"	AC-11: Final statistics
17	Check notification delivery (if enabled)	User receives completion notification via configured channels	Notification received	AC-11: Notification validation
18	Test progress during failure scenarios	Monitor progress behavior when some bills fail	Failed bills logged with errors	AC-11: Error state progress
19	Verify progress bar color coding	Progress bar shows green for success, red/orange for failures	Color coding appropriate	AC-11: Visual failure indication
20	Test browser refresh during generation	Refresh page mid-process, verify progress state recovery	Progress state maintained	AC-11: State persistence

Verification Points

Primary_Verification: Real-time progress accurately reflects bill generation status with timely updates
Secondary_Verifications: Progress bar, log entries, and statistics update simultaneously and accurately
Negative_Verification: Progress doesn't hang, show incorrect percentages, or lose state on browser refresh

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual progress monitoring behavior and accuracy]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: High
Automation_Candidate: Partial (progress monitoring can be automated, visual verification may require manual testing)

Test Relationships

Blocking_Tests: AC7_TC_010
Blocked_Tests: AC12_TC_016, AC13_TC_017
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC12_TC_016

Additional Information

Notes: Critical for user confidence during long-running bill generation processes
Edge_Cases: Very large billing cycles (10,000+ consumers), network interruptions, browser performance limitations
Risk_Areas: WebSocket connection stability, progress calculation accuracy, UI performance under load
Security_Considerations: Ensure progress data doesn't expose sensitive consumer information

Missing Scenarios Identified

Scenario_1: Progress monitoring with concurrent user sessions (multiple users monitoring same generation)
Type: Concurrency
Rationale: Multiple administrators may need to monitor billing progress simultaneously
Priority: P2
Scenario_2: Progress persistence across user logout/login during generation
Type: Session Management
Rationale: Long-running processes may span multiple user sessions
Priority: P3

Test Case 015: Failed Bill Retry Validation and Resolution

Test Case Metadata

Test Case ID: BX01US03_TC_015
Title: Verify retry functionality validates issue resolution before allowing bill regeneration attempts
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Validation
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Negative, Bill-Generation, Retry-Logic, Validation, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Validation-Service, Error-Resolution, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 12 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Validation Service, Retry Engine, CxServices, Error Management
Code_Module_Mapped: CX-Web, Retry-Validation, Error-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, User-Acceptance]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-15, Retry validation logic, Error resolution workflow
Related_Bugs: N/A
Related_Test_Cases: AC13_TC_017, AC14_TC_019

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Validation Service, Retry Engine, CxServices, Error Management Service
Performance_Baseline: < 3 seconds retry validation, < 5 seconds retry processing
Data_Requirements: Failed bills with different error types for retry testing

Prerequisites

Setup_Requirements: Failed bills available, retry functionality enabled, error resolution tools accessible
User_Roles_Permissions: Billing Administrator with retry and error resolution permissions
Test_Data: Failed bills with ERR-4001, ERR-4002, ERR-4003 errors
Prior_Test_Cases: AC13_TC_017 must pass (error messages available)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Identify failed bill with ERR-4001 (missing tariff)	Failed bill displayed in failed bills list	Consumer: "Test Consumer", Error: ERR-4001	Retry validation setup
2	Attempt retry without resolving issue	Click retry button while error condition persists	Retry attempted on unresolved issue	Unresolved retry attempt
3	Verify retry validation failure	System validates issue still exists, retry fails	Same ERR-4001 error returned	Retry validation enforcement
4	Check retry failure message	Clear message: "Cannot retry: Original error condition still exists"	Retry failure feedback	Validation feedback clarity
5	Resolve underlying tariff issue	Assign missing tariff to consumer's plan	Tariff: "Standard Water Tariff 2025" assigned	Issue resolution completion
6	Attempt retry after resolution	Click retry button after issue resolution	Retry validation passes	Resolved retry attempt
7	Verify successful bill generation	Previously failed bill generates successfully	Bill status: "Generated"	Retry success validation
8	Test partial resolution scenario	Resolve tariff but create reading issue	Fix tariff, corrupt reading data	Partial resolution testing
9	Attempt retry with partial resolution	Retry with only partial issue resolution	New error: ERR-4002 "Invalid reading data"	Partial resolution handling
10	Verify new error detection	System detects new error type during retry	Different error code displayed	New error identification
11	Test multiple issue resolution	Fix all issues (tariff and reading)	Complete issue resolution	Complete resolution testing
12	Verify complete successful retry	Retry succeeds after all issues resolved	Bill generates successfully	Complete resolution validation
13	Test retry audit logging	Check retry attempts logged with outcomes	Audit log: retry attempts, outcomes, timestamps	Retry audit trail
14	Test bulk retry validation	Select multiple failed bills, attempt bulk retry	Mixed results based on resolution status	Bulk retry validation
15	Verify retry attempt limits	Check if system limits retry attempts per bill	Retry attempt tracking and limits	Retry attempt management

Verification Points

Primary_Verification: Retry functionality properly validates issue resolution before allowing bill regeneration
Secondary_Verifications: Clear feedback for retry failures, audit logging functional, bulk retry handles mixed scenarios
Negative_Verification: Cannot successfully retry unresolved bills, validation cannot be bypassed

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual retry validation behavior and resolution workflow]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC13_TC_017
Blocked_Tests: TC_016
Parallel_Tests: AC14_TC_019
Sequential_Tests: TC_016

Additional Information

Notes: Critical for preventing futile retry attempts and ensuring proper error resolution
Edge_Cases: Concurrent issue resolution, resolution during retry attempt, system failures during retry
Risk_Areas: Validation accuracy, retry logic integrity, error state management
Security_Considerations: Ensure retry operations maintain proper audit trails

Missing Scenarios Identified

Scenario_1: Automated retry scheduling after issue resolution
Type: Automation
Rationale: System could automatically retry bills when issues are resolved
Priority: P3
Scenario_2: Retry success rate analytics and reporting
Type: Analytics
Rationale: Business needs visibility into retry effectiveness
Priority: P4

Test Case 016: Comprehensive Bill Generation Activity Logging

Test Case Metadata

Test Case ID: BX01US03_TC_016
Title: Verify comprehensive logging of all bill generation activities with accurate timestamps and detailed audit trail
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Audit
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Bill-Generation, Logging, Audit-Trail, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Engineering, Report-Module-Coverage, Report-Security-Validation, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-Medium, Integration-Logging-Service, Activity-Tracking, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 12 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Logging Service, Audit Trail Service, CxServices, Billing Engine
Code_Module_Mapped: CX-Web, Logging-Service, Audit-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, Security-Validation]
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-12, Activity Logging Rules, Timestamp Requirements, Audit Trail Standards
Related_Bugs: N/A
Related_Test_Cases: AC11_TC_014, AC13_TC_017

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Logging Service, Audit Trail Service, CxServices, System clock synchronization
Performance_Baseline: < 1 second log entry creation, < 3 seconds log retrieval
Data_Requirements: Active billing cycle ready for bill generation

Prerequisites

Setup_Requirements: Logging service enabled, audit trail configured, system time synchronized
User_Roles_Permissions: Billing Administrator with bill generation and log access permissions
Test_Data: Prepared billing cycle for generation testing
Prior_Test_Cases: AC10_TC_013 must pass (meter reading management completed)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 4: Bill Generation	Bill Generation page loads with empty log section	N/A	AC-12: Initial log state
2	Verify "Generation Log" section visibility	Log section shows "No log entries yet" initially	Empty log state	AC-12: Log section presence
3	Click "Start Bill Generation" button	Initial log entry created with start timestamp	Log entry: "[HH:MM:SS] Bill generation started by [User]"	AC-12: Process initiation logging
4	Verify timestamp format accuracy	Timestamp shows current system time in HH:MM:SS format	Timestamp matches system clock	AC-12: Timestamp format validation
5	Monitor processing stage logging	Processing stages logged with specific details	Log: "[HH:MM:SS] Processing consumer batch 1-100"	AC-12: Stage-specific logging
6	Check user identification in logs	Each log entry includes user identifier	User: Billing Administrator ID	AC-12: User attribution
7	Verify error logging for failed bills	Errors logged with specific consumer and error details	Log: "[HH:MM:SS] Error: Missing tariff for consumer AC-123"	AC-12: Error detail logging
8	Check success logging for generated bills	Successful operations logged with consumer details	Log: "[HH:MM:SS] Bill generated successfully for consumer AC-456"	AC-12: Success activity logging
9	Monitor batch processing logs	Large consumer batches logged with batch information	Log: "[HH:MM:SS] Completed batch 3 of 25 (consumers 201-300)"	AC-12: Batch progress logging
10	Verify completion logging with summary	Process completion logged with comprehensive summary	Log: "[HH:MM:SS] Bill generation completed. 2497 successful, 3 failed, Duration: 5:23"	AC-12: Completion summary logging
11	Test log persistence across page refresh	Refresh page, verify logs remain available	All log entries preserved	AC-12: Log persistence
12	Check log export capability	Click export/download logs option	Logs exported to file (CSV/TXT format)	AC-12: Log export functionality
13	Verify log search functionality	Search logs for specific consumer or error code	Search results filtered correctly	AC-12: Log searchability
14	Test log filtering by timestamp	Filter logs by time range	Shows only logs within specified timeframe	AC-12: Temporal log filtering
15	Check log retention across sessions	Logout and login, verify log availability	Historical logs accessible	AC-12: Cross-session persistence
16	Verify audit trail integration	Logs integrated with system audit trail	Billing activities appear in audit reports	AC-12: Audit trail integration
17	Test log security and permissions	Verify only authorized users can access logs	Access control enforced	AC-12: Log access security

Verification Points

Primary_Verification: All bill generation activities comprehensively logged with accurate timestamps
Secondary_Verifications: Log entries include sufficient detail, logs persist across sessions, export functionality operational
Negative_Verification: No missing log entries for significant activities, no timestamp inaccuracies, no unauthorized log access

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual logging behavior and timestamp accuracy]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC10_TC_013
Blocked_Tests: AC13_TC_017, AC14_TC_019
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC13_TC_017

Additional Information

Notes: Essential for compliance, troubleshooting, and audit requirements
Edge_Cases: System clock changes during generation, very long generation processes, log storage limits
Risk_Areas: Timestamp accuracy, log storage capacity, performance impact of logging
Security_Considerations: Ensure logs don't contain sensitive data, access controls maintained

Missing Scenarios Identified

Scenario_1: Log rotation and archival policies for long-term storage
Type: Data Management
Rationale: Large volumes of logs need managed retention policies
Priority: P3
Scenario_2: Real-time log monitoring and alerting for critical errors
Type: Monitoring
Rationale: Critical billing errors need immediate notification
Priority: P2

Test Case 017: Failed Bill Error Reporting and Code Management

Test Case Metadata

Test Case ID: BX01US03_TC_017
Title: Verify detailed error messages and specific error codes for failed bill generation with resolution guidance
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Error-Handling
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Negative, Bill-Generation, Error-Handling, Error-Codes, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Engineering, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Error-Management, Diagnostic-Tools, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 14 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Error Management Service, Billing Engine, CxServices
Code_Module_Mapped: CX-Web, Error-Handling, Bill-Generation
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, User-Acceptance]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-13, Error Code Standards, Error Message Guidelines, Resolution Workflow
Related_Bugs: N/A
Related_Test_Cases: AC12_TC_016, AC14_TC_019

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Error Management Service, Billing Engine, CxServices, Test data with known failure conditions
Performance_Baseline: < 2 seconds error processing, < 1 second error display
Data_Requirements: Consumers with missing tariffs, invalid readings, missing plans for error testing

Prerequisites

Setup_Requirements: Error management system enabled, test consumers with various failure conditions
User_Roles_Permissions: Billing Administrator with error viewing and resolution permissions
Test_Data: Consumers: AC-2025-001 (missing tariff), AC-2025-002 (invalid reading), AC-2025-003 (missing plan)
Prior_Test_Cases: AC12_TC_016 must pass (bill generation logging working)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Complete bill generation with prepared failure conditions	Generation completes with some failed bills	Test consumers with missing data	AC-13: Error condition setup
2	Verify "Failed Bills" section appears	Section displays after generation if failures exist	Failed Bills section visible	AC-13: Failed bills section display
3	Check failed bills table structure	Table shows columns: Consumer, Account No, Error Code, Error Message, Action	Complete table structure	AC-13: Error display format
4	Verify ERR-4001 error code display	Missing tariff error shows standard code format	Consumer: AC-2025-001, Error Code: "ERR-4001" in blue background	AC-13: Error code format
5	Check ERR-4001 error message detail	Message provides specific actionable information	Error Message: "Missing tariff configuration for Water service"	AC-13: Error message specificity
6	Verify ERR-4002 error code display	Invalid reading error shows distinct code	Consumer: AC-2025-002, Error Code: "ERR-4002"	AC-13: Error code uniqueness
7	Check ERR-4002 error message detail	Message explains specific data issue	Error Message: "Invalid reading data - current reading less than previous reading"	AC-13: Data-specific messaging
8	Verify ERR-4003 error code display	Missing plan error shows appropriate code	Consumer: AC-2025-003, Error Code: "ERR-4003"	AC-13: Plan-related error coding
9	Check ERR-4003 error message detail	Message identifies missing plan requirement	Error Message: "Missing consumer plan assignment for billing calculation"	AC-13: Plan error messaging
10	Verify consumer identification accuracy	Failed bills show correct consumer name and account	Consumer names and account numbers match test data	AC-13: Consumer identification
11	Check error code consistency	Same error types across different consumers use same codes	All missing tariff errors show ERR-4001	AC-13: Error code standardization
12	Verify retry action availability	Each failed bill shows retry button/icon	Retry icon visible for each failed bill	AC-13: Resolution action availability
13	Test error code documentation	Click on error code or help icon for details	Error code documentation/help displayed	AC-13: Error code reference
14	Check error message actionability	Error messages suggest specific resolution steps	Messages indicate what data needs to be fixed	AC-13: Resolution guidance
15	Verify error categorization	Errors grouped by type (data, configuration, validation)	Visual or logical grouping of error types	AC-13: Error categorization
16	Test error search functionality	Search failed bills by error code or consumer	Search returns relevant results	AC-13: Error searchability
17	Check error export capability	Export failed bills list with error details	Failed bills exported with complete error information	AC-13: Error reporting export
18	Verify error trend analysis	Multiple failed bills of same type identified	System highlights patterns in failures	AC-13: Error pattern recognition

Verification Points

Primary_Verification: Failed bills display detailed error codes (ERR-4001, ERR-4002, ERR-4003) with specific actionable messages
Secondary_Verifications: Error codes are consistent and standardized, consumer identification accurate, retry options available
Negative_Verification: No generic error messages, no missing error codes, no incorrect consumer attribution

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual error reporting and code accuracy]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC12_TC_016
Blocked_Tests: AC14_TC_019, AC15_TC_020
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC14_TC_019

Additional Information

Notes: Critical for efficient error resolution and system maintainability
Edge_Cases: Multiple error types per consumer, new error types, error code exhaustion
Risk_Areas: Error code consistency, message clarity, resolution guidance accuracy
Security_Considerations: Ensure error messages don't expose sensitive system information

Missing Scenarios Identified

Scenario_1: Error code hierarchy and escalation for complex failures
Type: Error Management
Rationale: Complex billing failures may require escalated error handling
Priority: P3
Scenario_2: Error message localization for multi-language environments
Type: Internationalization
Rationale: Error messages may need translation for global deployments
Priority: P4

Test Case 018: Bill Approval Checklist Item Validation

Test Case Metadata

Test Case ID: BX01US03_TC_018
Title: Verify individual checklist item validation and specific requirement enforcement for bill approval
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Validation
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Bill-Approval, Validation, Compliance, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Compliance, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Compliance-Service, Approval-Validation, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 14 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Compliance Service, Validation Engine, CxServices
Code_Module_Mapped: CX-Web, Approval-Validation, Compliance-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Compliance, User-Acceptance]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-18, AC-19, Individual checklist validation rules, Compliance requirements
Related_Bugs: N/A
Related_Test_Cases: AC18_TC_025, AC19_TC_027

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Compliance Service, Validation Engine, CxServices
Performance_Baseline: < 1 second validation check per item, < 2 seconds overall validation
Data_Requirements: Completed billing summary ready for approval testing

Prerequisites

Setup_Requirements: Billing approval workflow enabled, compliance validation configured
User_Roles_Permissions: Billing Administrator with approval authority
Test_Data: Completed billing cycle ready for approval validation
Prior_Test_Cases: AC16_TC_022 must pass (billing summary completed)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 6: Approve	Bill approval page loads with 7 verification items	N/A	Checklist validation testing
2	Verify Data Verification Consent requirement	Item requires confirmation of data review completeness	Item 1: Data accuracy verification	Individual item validation
3	Check Bill Calculation Consent specificity	Item requires tariff methodology validation confirmation	Item 2: Calculation methodology verification	Calculation validation requirement
4	Verify Communication Consent channels	Item specifies email, SMS, in-app notification channels	Item 3: Multi-channel communication authorization	Communication channel validation
5	Check Auto-Pay Authorization scope	Item applies only to consumers with auto-pay enabled	Item 4: Auto-pay specific authorization	Auto-pay scope validation
6	Verify Consumer Data Reviewed anomalies	Item requires anomaly investigation confirmation	Item 5: High/low/zero consumption review	Anomaly review requirement
7	Check Bill Distribution Approval channels	Item specifies email, print, SMS distribution channels	Item 6: Multi-channel distribution approval	Distribution channel validation
8	Verify Billing Process Completion finality	Item confirms understanding of finalization impact	Item 7: Process completion with finality warning	Finality understanding requirement
9	Test individual item help/documentation	Click help icon for each item, verify guidance	Help text for each verification item	Item-specific guidance
10	Check item dependency validation	Verify if certain items depend on others	Sequential or independent item validation	Item dependency checking
11	Test item-specific validation messages	Different validation messages for different unchecked items	Item-specific validation feedback	Granular validation messaging
12	Verify checkbox visual states	Clear visual distinction between checked/unchecked states	Visual state differentiation	Checkbox state clarity
13	Test item persistence across sessions	Logout/login, verify checklist state maintained	Cross-session state persistence	State management validation
14	Check item completion tracking	System tracks which specific items completed by whom	Individual item audit trail	Item-level audit tracking
15	Test accessibility compliance	Verify checklist items accessible via keyboard navigation	Keyboard accessibility support	Accessibility validation

Verification Points

Primary_Verification: Each checklist item has specific validation requirements and clear purpose
Secondary_Verifications: Item-specific help available, visual states clear, accessibility supported
Negative_Verification: Cannot bypass individual item requirements, no ambiguous validation messages

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual individual item validation behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC16_TC_022
Blocked_Tests: AC19_TC_027
Parallel_Tests: AC18_TC_025
Sequential_Tests: TC_019

Additional Information

Notes: Critical for ensuring thorough approval process and compliance adherence
Edge_Cases: Very rapid checkbox clicking, browser refresh during completion, concurrent approval attempts
Risk_Areas: Validation specificity, compliance requirements, audit trail completeness
Security_Considerations: Ensure checklist completion cannot be manipulated or bypassed

Missing Scenarios Identified

Scenario_1: Conditional checklist items based on billing cycle characteristics
Type: Dynamic Validation
Rationale: Different cycle types may require different verification items
Priority: P3
Scenario_2: Checklist item completion delegation for large organizations
Type: Workflow
Rationale: Different approval items may be completed by different team members
Priority: P4

Test Case 019: Failed Bills Filtering and Review Capabilities

Test Case Metadata

Test Case ID: BX01US03_TC_019
Title: Verify comprehensive filtering and review capabilities for failed bills by error type with advanced search options
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Data-Analysis
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Bill-Generation, Filtering, Error-Analysis, MOD-BillGeneration, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Engineering, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-Medium, Business-High, Revenue-Impact-High, Integration-Filter-Service, Data-Analysis, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 12 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Filter Service, Search Engine, CxServices
Code_Module_Mapped: CX-Web, Filtering-Service, Search-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, User-Acceptance]
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-14, Filtering Logic, Search Capabilities, Error Type Classification
Related_Bugs: N/A
Related_Test_Cases: AC13_TC_017, AC15_TC_020

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Filter Service, Search Engine, CxServices, Failed bills data with multiple error types
Performance_Baseline: < 2 seconds filter application, < 3 seconds search results
Data_Requirements: Failed bills with various error types (ERR-4001, ERR-4002, ERR-4003) for filtering testing

Prerequisites

Setup_Requirements: Failed bills available with multiple error types, filtering system enabled
User_Roles_Permissions: Billing Administrator with failed bill analysis permissions
Test_Data: Failed bills: 5 ERR-4001 (missing tariff), 3 ERR-4002 (invalid reading), 2 ERR-4003 (missing plan)
Prior_Test_Cases: AC13_TC_017 must pass (failed bills with error codes available)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access failed bills list with multiple error types	Failed bills table displays all failures with mixed error types	Total: 10 failed bills with various error codes	AC-14: Failed bills list access
2	Locate filter controls	Filter dropdown or controls visible above failed bills table	Filter dropdown labeled "Filter by Error Type"	AC-14: Filter control availability
3	Check filter options availability	Filter dropdown shows error type options	Options: "All", "Missing Tariff (ERR-4001)", "Invalid Reading (ERR-4002)", "Missing Plan (ERR-4003)"	AC-14: Filter option completeness
4	Verify filter option counts	Each filter option shows count of bills with that error type	"Missing Tariff (5)", "Invalid Reading (3)", "Missing Plan (2)"	AC-14: Filter count accuracy
5	Apply "Missing Tariff" filter	Table filters to show only ERR-4001 errors	Table shows 5 bills, all with ERR-4001 error code	AC-14: Tariff error filtering
6	Verify filtered results accuracy	All displayed bills have missing tariff error code	Error codes: All show "ERR-4001"	AC-14: Filter result accuracy
7	Apply "Invalid Reading" filter	Table filters to show only ERR-4002 errors	Table shows 3 bills, all with ERR-4002 error code	AC-14: Reading error filtering
8	Check filtered bill details	Filtered bills show appropriate error messages	Error messages all relate to invalid reading data	AC-14: Filter content consistency
9	Apply "Missing Plan" filter	Table filters to show only ERR-4003 errors	Table shows 2 bills, all with ERR-4003 error code	AC-14: Plan error filtering
10	Test "All" filter reset	Select "All" to show all failed bills	Table displays all 10 failed bills	AC-14: Filter reset functionality
11	Test search within filtered results	Apply filter, then search for specific consumer name	Search works within filtered dataset	Search: "John Smith" within ERR-4001 filter
12	Verify search highlighting	Search results highlight matching terms	Searched consumer name highlighted in results	AC-14: Search result highlighting
13	Test advanced search by account number	Search for specific account number across all errors	Returns bills matching account number regardless of error type	Account: "1029384"
14	Check export filtered results functionality	Export only filtered bills (e.g., only missing tariff errors)	Export contains only bills matching current filter	Export: ERR-4001 bills only
15	Test filter persistence	Apply filter, navigate away, return to page	Filter settings maintained across navigation	Filter state preserved
16	Verify bulk actions on filtered results	Select all filtered bills, perform bulk action	Bulk actions apply only to filtered results	Bulk retry on filtered bills
17	Test filter performance with large datasets	Apply filters on large failed bill list (100+ items)	Filtering remains responsive and accurate	Performance test with large dataset

Verification Points

Primary_Verification: Failed bills can be effectively filtered by error type with accurate results
Secondary_Verifications: Filter counts accurate, search works within filtered results, export includes only filtered data
Negative_Verification: Filters don't show incorrect error types, search doesn't break filtering, no performance degradation

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual filtering and search behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC13_TC_017
Blocked_Tests: AC15_TC_020
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC15_TC_020

Additional Information

Notes: Important for efficient error analysis and resolution prioritization
Edge_Cases: No failed bills, single error type only, very large failed bill lists
Risk_Areas: Filter performance, search accuracy, state management
Security_Considerations: Ensure filtered data access respects user permissions

Missing Scenarios Identified

Scenario_1: Advanced filtering with multiple criteria combinations
Type: Advanced Filtering
Rationale: Users may need complex filter combinations for detailed analysis
Priority: P3
Scenario_2: Filter saved presets for common error analysis patterns
Type: User Experience
Rationale: Frequent error analysis workflows benefit from saved filter configurations
Priority: P4

Test Case 020: Failed Bill Retry Functionality and Resolution Workflow

Test Case Metadata

Test Case ID: BX01US03_TC_020
Title: Verify comprehensive retry functionality for failed bills after resolving underlying issues with validation and error handling
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Workflow
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Bill-Generation, Retry-Logic, Error-Resolution, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Report-Performance-Metrics, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Retry-Service, Resolution-Workflow, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 16 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Retry Service, Billing Engine, CxServices, Validation Engine
Code_Module_Mapped: CX-Web, Retry-Management, Bill-Generation
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, User-Acceptance, Performance-Metrics]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-15, Retry Logic, Validation Workflow, Error Resolution Process
Related_Bugs: N/A
Related_Test_Cases: AC14_TC_019, AC16_TC_022

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Retry Service, Billing Engine, Validation Engine, CxServices, Plan/Tariff management
Performance_Baseline: < 3 seconds retry processing, < 5 seconds validation
Data_Requirements: Failed bills with resolvable issues, plan and tariff data for resolution

Prerequisites

Setup_Requirements: Failed bills available, retry functionality enabled, resolution tools accessible
User_Roles_Permissions: Billing Administrator with bill retry and data correction permissions
Test_Data: Failed bill with ERR-4001 (missing tariff), Plan/tariff data for resolution
Prior_Test_Cases: AC14_TC_019 must pass (failed bills filtering available)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Identify failed bill with ERR-4001 error	Failed bill with missing tariff error displayed	Consumer: "Test Consumer", Error: ERR-4001 "Missing tariff configuration"	AC-15: Error identification
2	Navigate to plan/tariff management section	Access plan management from failed bills interface	Direct link or navigation to plan management	AC-15: Resolution access
3	Locate consumer's plan in plan management	Find plan associated with failed consumer	Plan: "Residential Water Standard"	AC-15: Plan identification
4	Assign missing tariff to consumer's plan	Complete tariff assignment for consumer's plan	Assign: "Standard Water Tariff 2025"	AC-15: Issue resolution
5	Return to failed bills section	Navigate back to bill generation failures	Failed bills list redisplayed	AC-15: Return to retry interface
6	Verify retry action availability	Retry button/icon visible for resolved consumer	Retry icon active for resolved bill	AC-15: Retry action availability
7	Click individual retry for resolved bill	Individual retry initiates for specific failed bill	Click retry icon for resolved consumer	AC-15: Individual retry initiation
8	Monitor retry processing	Retry process displays progress and outcome	Progress indicator during retry	AC-15: Retry progress monitoring
9	Verify successful bill generation	Previously failed bill generates successfully	Bill status changes from "Failed" to "Generated"	AC-15: Retry success validation
10	Check failed bills list update	Resolved consumer removed from failed bills list	Consumer no longer appears in failed bills	AC-15: List maintenance
11	Verify generation summary update	Success count increases, failed count decreases in summary	Statistics: Success +1, Failed -1	AC-15: Summary statistics update
12	Test retry without issue resolution	Attempt retry on unresolved failed bill	Same error returned, retry fails	AC-15: Unresolved retry validation
13	Check error persistence for unresolved issues	Unresolved bill returns same error code and message	Error: ERR-4001 "Missing tariff configuration"	AC-15: Error persistence
14	Resolve multiple issues and test bulk retry	Fix multiple failed bills, select for bulk retry	Multiple issues resolved	AC-15: Bulk retry preparation
15	Execute bulk retry operation	Select multiple resolved bills, click "Retry Selected"	Multiple bills retry simultaneously	AC-15: Bulk retry execution
16	Verify bulk retry results	All resolved bills succeed, unresolved bills fail with same errors	Mixed results based on resolution status	AC-15: Bulk retry validation
17	Test retry error handling	Simulate retry failure (service unavailable, data corruption)	Appropriate error message, no partial state	AC-15: Retry error handling
18	Verify retry audit trail	Check that retry actions are logged for audit purposes	Retry attempts logged with user and timestamp	AC-15: Audit trail maintenance
19	Test retry performance with large batch	Retry large number of failed bills simultaneously	Retry process completes within acceptable time	AC-15: Performance validation

Verification Points

Primary_Verification: Retry functionality successfully processes previously failed bills after issue resolution
Secondary_Verifications: Unresolved bills appropriately fail retry with same errors, statistics update correctly
Negative_Verification: Cannot successfully retry unresolved bills, no data corruption during retry failures

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual retry functionality and resolution workflow]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC14_TC_019
Blocked_Tests: AC16_TC_022
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC16_TC_022

Additional Information

Notes: Critical for billing completion and revenue recovery from failed bills
Edge_Cases: Concurrent retries, data changes during retry, service failures during retry
Risk_Areas: Data integrity during retry, retry logic accuracy, performance with large retry batches
Security_Considerations: Ensure retry operations maintain audit trail and user accountability

Missing Scenarios Identified

Scenario_1: Automated retry scheduling for resolved issues
Type: Automation
Rationale: System could automatically retry bills when underlying issues are resolved
Priority: P3
Scenario_2: Retry impact analysis and revenue recovery tracking
Type: Analytics
Rationale: Business needs visibility into retry success rates and recovered revenue
Priority: P4

Test Case 021: Consumer Data Export and Import Validation

Test Case Metadata

Test Case ID: BX01US03_TC_021
Title: Verify consumer data export and import functionality maintains data integrity and supports business workflows
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Data-Management
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Consumer-Data, Data-Management, Import-Export, MOD-BillGeneration, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Data-Service, Data-Operations, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 16 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 90%
Integration_Points: Data Service, Export Service, Import Service, CxServices
Code_Module_Mapped: CX-Web, Data-Management, Import-Export-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, User-Acceptance]
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: Data export/import requirements, Data integrity standards, File format specifications
Related_Bugs: N/A
Related_Test_Cases: AC4_TC_005, MISSING_TC_034

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Data Service, Export Service, Import Service, CxServices, File handling capabilities
Performance_Baseline: < 10 seconds export for 1000 records, < 15 seconds import validation
Data_Requirements: Consumer data for export testing, sample import files

Prerequisites

Setup_Requirements: Import/export functionality enabled, file handling configured
User_Roles_Permissions: Billing Administrator with data management permissions
Test_Data: Consumer dataset with 2590 consumers, sample CSV import file
Prior_Test_Cases: AC4_TC_005 must pass (consumer data available)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 2: Consumer Data, Consumer List	Consumer list displays with export option	2590 consumers visible	Consumer data export access
2	Locate export functionality	"Export Consumer Data" button visible	Export button present	Export option availability
3	Click export consumer data	Export process initiates with format options	Format options: CSV, Excel	Export format selection
4	Select CSV format and export	CSV file downloads with consumer data	File: "Consumer_Data_[Date].csv"	CSV export execution
5	Verify CSV export content	File contains all consumer fields with proper formatting	Account, Name, Category, Service, Status, Plan columns	Export content validation
6	Check export data completeness	All 2590 consumers included in export	Row count: 2590 + header	Export completeness verification
7	Test filtered export	Apply category filter, export filtered data	Filter: "Commercial" only	Filtered export functionality
8	Verify filtered export accuracy	Export contains only filtered consumers	Only commercial consumers in file	Filter export validation
9	Test Excel format export	Export same data in Excel format	File: "Consumer_Data_[Date].xlsx"	Excel export functionality
10	Verify Excel formatting	Excel file opens correctly with proper formatting	Excel workbook with formatted data	Excel format validation
11	Test import functionality access	Locate "Import Consumer Data" option	Import button/option available	Import functionality access
12	Prepare sample import file	Create CSV with sample consumer modifications	Modified consumer data in CSV format	Import data preparation
13	Execute import operation	Upload CSV file through import interface	Import process initiated	Import execution
14	Verify import validation	System validates imported data format and content	Validation messages for data quality	Import validation process
15	Check import conflict resolution	Handle conflicts with existing consumer data	Conflict resolution options provided	Import conflict handling
16	Verify import audit trail	Import operation logged with details	Audit log: imported records, changes, user	Import audit tracking

Verification Points

Primary_Verification: Consumer data export and import functionality maintains data integrity and supports proper business workflows
Secondary_Verifications: Multiple formats supported, filtering works for export, import validation comprehensive
Negative_Verification: No data corruption during export/import, no unauthorized data access, no validation bypass

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual export/import functionality and data integrity]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC4_TC_005
Blocked_Tests: None
Parallel_Tests: MISSING_TC_034
Sequential_Tests: TC_022

Additional Information

Notes: Important for data management and external system integration
Edge_Cases: Very large datasets, special characters in data, concurrent import/export operations
Risk_Areas: Data integrity during transfer, file format compatibility, performance with large datasets
Security_Considerations: Ensure export/import respects user permissions and data privacy

Missing Scenarios Identified

Scenario_1: Automated data synchronization with external systems
Type: Integration
Rationale: Regular data sync may be needed with CRM or billing systems
Priority: P3
Scenario_2: Data transformation during import/export
Type: Data Processing
Rationale: Data may need format conversion for different systems
Priority: P4

Test Case 022: Comprehensive Billing Summary Analytics and Metrics

Test Case Metadata

Test Case ID: BX01US03_TC_022
Title: Verify comprehensive billing summary displays all key metrics with accurate cycle comparisons and financial analysis
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Analytics
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Billing-Summary, Analytics, Financial-Metrics, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Customer-Segment-Analysis, Report-Revenue-Impact-Tracking, Report-Executive-Visibility, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-Analytics-Engine, Financial-Analysis, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 18 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 95%
Integration_Points: Analytics Engine, Financial Service, CxServices, Billing Engine
Code_Module_Mapped: CX-Web, Billing-Analytics, Financial-Reporting
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: [Quality-Dashboard, Customer-Segment-Analysis, Revenue-Impact-Tracking, Executive-Visibility]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-16, Billing Summary Rules, Financial Calculation Logic, Cycle Comparison Formulas
Related_Bugs: N/A
Related_Test_Cases: AC11_TC_014, AC17_TC_024

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Analytics Engine, Financial Service, CxServices, Previous billing cycle data
Performance_Baseline: < 3 seconds summary loading, < 5 seconds calculations
Data_Requirements: Completed billing cycle with 12,497 generated bills, 3 failed bills, financial data

Prerequisites

Setup_Requirements: Bill generation completed, financial data calculated, previous cycle data available
User_Roles_Permissions: Billing Administrator with billing summary access
Test_Data: Bills Generated: 12,497 (+1.6%), Bills Failed: 3 (0.02%), Financial totals as per sample data
Prior_Test_Cases: AC11_TC_014 must pass (bill generation completed)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 5: Billing Summary from completed generation	Billing Summary page loads with comprehensive metrics	N/A	AC-16: Summary step access
2	Verify page header and service filter	Shows "Billing Summary - Summary of the bills generated for the billing cycle" with "All Services" dropdown	Service filter: "All Services"	AC-16: Page header and filtering
3	Check "Bills Generated" section	Shows successful bills count with percentage and comparison	Current: 12,497 (+1.6%), This cycle: 99.98% of total, Previous: 12,300 (99.60%)	AC-16: Bills generated metrics
4	Verify bills generated calculation accuracy	Percentage = (current generated / total attempted) * 100	Mathematical verification	AC-16: Generation percentage accuracy
5	Check "Bills Not Generated" section	Shows failed bills count with percentage and comparison	Current: 3 (0.02%), Previous: 50 (-0.40%), Reason: "Often due to missing readings/tariffs"	AC-16: Failed bills analysis
6	Verify "Bill Types" section	Shows actual vs estimated bills breakdown	Actual Bills: 92.0% (11,500), Estimated Bills: 8.0% (997), Last cycle comparison	AC-16: Bill type distribution
7	Check actual vs estimated calculations	Verify percentages sum to 100% and counts match totals	Actual + Estimated = Total Bills	AC-16: Bill type accuracy
8	Verify "Consumption Distribution" section	Shows consumption pattern analysis with cycle comparison	Total: 5,782,455 kWh (+2.3% from last cycle), Last: 5,654,321 kWh	AC-16: Consumption analytics
9	Check consumption categories	Verify high, low, zero consumption counts with trends	High: 567 (+7.0% vs last), Low: 324 (+11.7% vs last), Zero: 78 (-17.9% vs last)	AC-16: Consumption categorization
10	Verify "Financial Summary" section	Shows comprehensive financial metrics with comparisons	Total Consumption: 5,782,455 kWh (+2.3%), Total Billed: $8,750,000 (+2.9%)	AC-16: Financial totals
11	Check service charges analysis	Shows service charges with trend analysis	Service Charges: $1,250,000 (+4.2%), Last: $1,200,000	AC-16: Service charge tracking
12	Verify outstanding amount tracking	Shows outstanding balance with trend	Outstanding: $3,750,000 (+7.1%), Last: $3,500,000	AC-16: Outstanding balance analysis
13	Check late payments section	Shows late payment analysis	Late Payments: 218 bills, Late Amount: $184,250, Previous: 350 bills, $222,550	AC-16: Late payment tracking
14	Verify all percentage change calculations	All percentage changes use formula: (current - previous) / previous * 100	Formula verification across all metrics	AC-16: Change calculation accuracy
15	Test service filter functionality	Change filter to specific service, verify metrics update	Filter: "Water" service only	AC-16: Service filtering
16	Check filtered metrics accuracy	Verify all metrics recalculate for selected service only	Water-specific totals and percentages	AC-16: Filter calculation accuracy
17	Return to "All Services" view	Verify summary returns to comprehensive view	Complete summary restored	AC-16: Filter reset functionality
18	Test export functionality	Click "Export Summary" button, verify download	Summary report downloaded	AC-16: Export capability

Verification Points

Primary_Verification: Billing summary displays comprehensive metrics with accurate cycle comparisons and financial analysis
Secondary_Verifications: All percentage calculations accurate, service filtering works correctly, export functionality operational
Negative_Verification: No calculation errors, no missing metrics, no data inconsistencies between sections

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual summary metrics and calculation accuracy]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC11_TC_014
Blocked_Tests: AC18_TC_025, AC19_TC_027
Parallel_Tests: AC17_TC_024 (similar analytics pattern)
Sequential_Tests: AC18_TC_025

Additional Information

Notes: Critical for business decision-making and billing cycle performance evaluation
Edge_Cases: Zero generated bills, 100% failure rate, missing previous cycle data
Risk_Areas: Calculation accuracy, performance with large datasets, data synchronization
Security_Considerations: Ensure financial data access respects user permissions and audit requirements

Missing Scenarios Identified

Scenario_1: Historical billing summary comparison across multiple cycles
Type: Historical Analysis
Rationale: Business users need trend analysis across multiple billing periods
Priority: P2
Scenario_2: Billing summary drill-down capability for detailed analysis
Type: Detail Navigation
Rationale: Users need to investigate specific metrics in detail
Priority: P3

Test Case 023: Service Filter Cross-Module Consistency

Test Case Metadata

Test Case ID: BX01US03_TC_023
Title: Verify service filtering functionality works consistently across all billing workflow modules with proper state management
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Integration
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Service-Filtering, Cross-Module, State-Management, Integration, MOD-BillGeneration, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Report-Integration-Testing, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Filter-Service, Filter-Consistency, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 14 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 90%
Integration_Points: Filter Service, State Management, CxServices, Cross-Module Communication
Code_Module_Mapped: CX-Web, Filter-Management, State-Service, Cross-Module-Integration
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, User-Acceptance, Integration-Testing]
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: Service filtering requirements, Cross-module consistency, State management, Filter persistence
Related_Bugs: N/A
Related_Test_Cases: AC16_TC_022, AC4_TC_005

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Filter Service, State Management, CxServices, Multi-service billing data
Performance_Baseline: < 2 seconds filter application, < 1 second cross-module synchronization
Data_Requirements: Multi-service billing cycle with Water, Electricity, and Gas services

Prerequisites

Setup_Requirements: Multi-service billing cycle configured, filter functionality enabled across all modules
User_Roles_Permissions: Billing Administrator with full workflow access
Test_Data: Billing cycle with mixed services: Water (1500 consumers), Electricity (800 consumers), Gas (290 consumers)
Prior_Test_Cases: AC4_TC_005 must pass (consumer data available)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 2: Consumer Data with multi-service cycle	Consumer breakdown shows all services with counts	Services: Water (1500), Electricity (800), Gas (290)	Multi-service data verification
2	Verify default "All Services" filter state	All services displayed, no filtering applied initially	Filter state: "All Services" selected	Default filter state validation
3	Apply Water service filter in Step 2	Consumer data filters to show only Water consumers	Filter: "Water" selected, showing 1500 consumers	Service filtering in consumer module
4	Navigate to Step 3: Meter Readings	Filter state maintained, shows only Water meters and statistics	Water meters: consistent with consumer count	Cross-module filter persistence
5	Verify meter statistics reflect filter	Total meters, readings collected, etc. show Water-only data	Statistics filtered for Water service only	Filtered statistics accuracy
6	Navigate to Step 5: Billing Summary	Filter maintained, summary shows Water service data only	Water service financial summary	Filter persistence in summary
7	Check billing summary filter consistency	All metrics (bills generated, consumption, revenue) reflect Water filter	Water-specific billing metrics displayed	Summary filter consistency
8	Change filter to Electricity in Step 5	Filter updates to Electricity, all data recalculates	Filter: "Electricity" service selected	Filter change functionality
9	Verify summary data recalculation	All summary metrics update to Electricity service data	Electricity: 800 consumers, related metrics	Dynamic filter recalculation
10	Navigate back to Step 2: Consumer Data	Electricity filter maintained across backward navigation	Electricity consumers (800) displayed	Backward navigation filter persistence
11	Navigate to Step 4: Bill Generation	Filter state consistent, generation scoped to Electricity	Electricity service bill generation scope	Filter scope in generation
12	Reset filter to "All Services" in Step 4	Filter resets, all service data restored across workflow	All services: Water + Electricity + Gas data	Filter reset functionality
13	Navigate through all steps with "All Services"	All modules show complete multi-service data	Complete dataset across all workflow steps	Complete data restoration validation
14	Test filter persistence across browser sessions	Logout/login, verify filter state maintained or properly reset	Filter behavior across sessions	Cross-session filter management
15	Test rapid filter changes	Quickly switch between multiple service filters	All filter changes process correctly	Rapid filter change handling
16	Verify filter performance with large datasets	Filter operations remain responsive with substantial data volumes	Performance with 10,000+ records per service	Filter scalability validation

Verification Points

Primary_Verification: Service filtering works consistently across all billing workflow modules with proper state synchronization
Secondary_Verifications: Filter state persists across navigation, data recalculates correctly, performance remains acceptable
Negative_Verification: No filter state inconsistencies, no data corruption during filtering, no performance degradation

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual cross-module filter consistency and state management]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC4_TC_005
Blocked_Tests: None
Parallel_Tests: AC16_TC_022
Sequential_Tests: TC_024

Additional Information

Notes: Important for user experience consistency and data integrity across the billing workflow
Edge_Cases: Very large service datasets, services with no data, concurrent filter operations
Risk_Areas: State synchronization, performance with complex filters, cross-module communication
Security_Considerations: Ensure filter operations respect user permissions and data access rights

Missing Scenarios Identified

Scenario_1: Advanced multi-criteria filtering (service + category + status combinations)
Type: Advanced Filtering
Rationale: Complex billing scenarios may require multi-dimensional filtering
Priority: P3
Scenario_2: Filter bookmark/save functionality for frequent filter combinations
Type: User Experience
Rationale: Users may want to save commonly used filter configurations
Priority: P4

Test Case 024: Consumption Distribution Analysis and Insights

Test Case Metadata

Test Case ID: BX01US03_TC_024
Title: Verify comprehensive consumption distribution analysis with meaningful cycle comparisons and trend insights
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Analytics
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Consumption-Analysis, Analytics, Trend-Analysis, MOD-BillGeneration, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Customer-Segment-Analysis, Report-Revenue-Impact-Tracking, Report-Executive-Visibility, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Analytics-Engine, Consumption-Insights, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 14 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 95%
Integration_Points: Analytics Engine, Consumption Service, CxServices
Code_Module_Mapped: CX-Web, Consumption-Analytics, Trend-Analysis
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: [Quality-Dashboard, Customer-Segment-Analysis, Revenue-Impact-Tracking, Executive-Visibility]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-17, Consumption Distribution Logic, Trend Analysis, Comparison Calculations
Related_Bugs: N/A
Related_Test_Cases: AC16_TC_022, AC18_TC_025

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Analytics Engine, Consumption Service, CxServices, Historical consumption data
Performance_Baseline: < 3 seconds analysis loading, < 5 seconds calculation processing
Data_Requirements: Current and previous cycle consumption data for comparative analysis

Prerequisites

Setup_Requirements: Consumption data available for current and previous cycles, analytics engine configured
User_Roles_Permissions: Billing Administrator with consumption analysis access
Test_Data: Current consumption: 5,782,455 kWh, Previous: 5,654,321 kWh, Distribution: High 567, Low 324, Zero 78
Prior_Test_Cases: AC16_TC_022 must pass (billing summary available)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 5: Billing Summary, Consumption Distribution section	Consumption Distribution section loads with analysis data	N/A	AC-17: Consumption analysis access
2	Verify "Total Consumption" display with comparison	Shows current consumption with previous cycle comparison	Current: 5,782,455 kWh, Previous: 5,654,321 kWh, Change: +2.3%	AC-17: Total consumption tracking
3	Check consumption change calculation accuracy	Percentage change: (current - previous) / previous * 100	Calculation: (5,782,455 - 5,654,321) / 5,654,321 * 100 = 2.3%	AC-17: Change calculation accuracy
4	Verify "High Consumption" category analysis	Shows count with trend analysis and percentage change	Current: 567, Previous: 530, Change: +7.0% vs last cycle	AC-17: High consumption tracking
5	Check high consumption threshold definition	Verify high consumption criteria (e.g., >150% of average)	Threshold: Consumption >150% of customer historical average	AC-17: Threshold transparency
6	Verify "Low Consumption" category analysis	Shows count with trend analysis and percentage change	Current: 324, Previous: 290, Change: +11.7% vs last cycle	AC-17: Low consumption tracking
7	Check low consumption threshold definition	Verify low consumption criteria (e.g., <25% of average)	Threshold: Consumption <25% of customer historical average	AC-17: Low threshold transparency
8	Verify "Zero Consumption" category analysis	Shows count with trend analysis and percentage change	Current: 78, Previous: 95, Change: -17.9% vs last cycle	AC-17: Zero consumption tracking
9	Check zero consumption explanation	Verify zero consumption indicates no usage recorded	Explanation: Meters with no recorded consumption for billing period	AC-17: Zero consumption clarity
10	Verify visual trend indicators	Positive trends show green arrows, negative trends show red arrows	Visual indicators match percentage changes	AC-17: Visual trend representation
11	Check consumption distribution percentages	Calculate what percentage each category represents of total consumers	High: 567/2500 = 22.7%, Low: 324/2500 = 13.0%, Zero: 78/2500 = 3.1%	AC-17: Distribution percentage accuracy
12	Verify seasonal consumption analysis	Check if seasonal patterns are identified in trends	Summer vs winter consumption pattern recognition	AC-17: Seasonal trend analysis
13	Test consumption anomaly identification	Verify unusual consumption patterns are highlighted	Significant spikes or drops in consumption categories	AC-17: Anomaly detection
14	Check consumption distribution visualization	Verify charts or graphs display consumption patterns clearly	Bar charts, pie charts, or distribution graphs	AC-17: Visual consumption analysis
15	Verify consumption impact on revenue	Check correlation between consumption patterns and billing amounts	High consumption = higher revenue, zero consumption = lost revenue	AC-17: Revenue impact analysis
16	Test consumption drill-down capability	Click on consumption categories for detailed consumer lists	Lists of consumers in each consumption category	AC-17: Detailed consumption investigation
17	Check consumption export functionality	Export consumption distribution analysis for external reporting	Export includes all consumption metrics and trends	AC-17: Consumption data export
18	Verify consumption alerting	Check if unusual consumption trends trigger alerts or notifications	Alerts for significant consumption pattern changes	AC-17: Consumption monitoring

Verification Points

Primary_Verification: Consumption distribution provides meaningful insights with accurate cycle comparisons (high, low, zero consumption categories)
Secondary_Verifications: All trend calculations accurate, visual indicators appropriate, threshold definitions clear
Negative_Verification: No miscategorized consumption patterns, no calculation errors in trend analysis

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual consumption distribution analysis and accuracy]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC16_TC_022
Blocked_Tests: AC18_TC_025
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC18_TC_025

Additional Information

Notes: Important for understanding customer usage patterns and identifying potential revenue issues
Edge_Cases: All consumers in one category, no historical data for comparison, extreme seasonal variations
Risk_Areas: Threshold accuracy, calculation precision, trend analysis validity
Security_Considerations: Ensure consumption data access respects privacy regulations

Missing Scenarios Identified

Scenario_1: Consumption forecasting based on historical trends
Type: Predictive Analytics
Rationale: Business benefits from predicting future consumption patterns
Priority: P3
Scenario_2: Consumption benchmarking against regional or industry standards
Type: Comparative Analytics
Rationale: Understanding consumption patterns relative to external benchmarks
Priority: P4

Test Case 025: Bill Verification Checklist Implementation and Enforcement

Test Case Metadata

Test Case ID: BX01US03_TC_025
Title: Verify structured verification checklist is properly implemented with all required items and enforcement mechanisms
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Compliance
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Bill-Approval, Verification, Compliance, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-User-Acceptance, Report-Module-Coverage, Report-Executive-Visibility, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Approval-Service, Compliance-Workflow, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 12 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Approval Service, CxServices, Audit Trail Service
Code_Module_Mapped: CX-Web, Approval-Workflow, Compliance-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, User-Acceptance, Module-Coverage, Executive-Visibility]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-18, Bill Verification Checklist Rules, Approval Workflow, Compliance Requirements
Related_Bugs: N/A
Related_Test_Cases: AC16_TC_022, AC19_TC_027

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Approval Service, CxServices, Audit Trail Service
Performance_Baseline: < 3 seconds checklist loading, < 2 seconds validation response
Data_Requirements: Completed billing summary, all prerequisites met for approval

Prerequisites

Setup_Requirements: Billing summary completed, approval workflow enabled
User_Roles_Permissions: Billing Administrator with bill approval permissions
Test_Data: Completed billing cycle ready for approval, comprehensive billing summary available
Prior_Test_Cases: AC16_TC_022 must pass (billing summary completed)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 6: Approve from billing summary	Bill Approval page loads with verification checklist	N/A	AC-18: Approval step access
2	Verify page header structure	Shows "Bill Approval - Verify and approve bills for distribution"	N/A	AC-18: Page identification
3	Check "Bill Verification Checklist" section	Shows checklist header: "Please verify the following items before approval"	N/A	AC-18: Checklist section
4	Verify Data Verification Consent checkbox	Shows unchecked box with text: "I confirm that I have reviewed all the data and verify that the provided and modified information is accurate and complete."	Checkbox: unchecked, Icon: document	AC-18: First verification item
5	Verify Bill Calculation Consent checkbox	Shows unchecked box with text: "I have verified the bill calculation methodology used and confirm that all calculations are correct and in accordance with the applicable tariffs."	Checkbox: unchecked, Icon: calculator	AC-18: Second verification item
6	Verify Communication Consent checkbox	Shows unchecked box with text: "I authorize the distribution of bills to consumers through all configured channels (email, SMS, and in-app notifications)."	Checkbox: unchecked, Icon: email	AC-18: Third verification item
7	Verify Auto-Pay Authorization checkbox	Shows unchecked box with text: "I authorize the automatic deduction of bill amounts from consumers who have opted for the auto-pay functionality."	Checkbox: unchecked, Icon: user	AC-18: Fourth verification item
8	Verify Consumer Data Reviewed checkbox	Shows unchecked box with text: "I confirm that all consumer data is correct and any anomalies (high/low/zero consumption) have been reviewed and approved."	Checkbox: unchecked, Icon: checkmark	AC-18: Fifth verification item
9	Verify Approve Bill Distribution checkbox	Shows unchecked box with text: "I approve the distribution of bills to consumers through configured channels (email, print, SMS, etc.)."	Checkbox: unchecked, Icon: email	AC-18: Sixth verification item
10	Verify Complete Billing Process checkbox	Shows unchecked box with text: "I authorize the completion of the billing cycle and understand that once approved, the bills will be finalized and cannot be modified."	Checkbox: unchecked, Icon: user	AC-18: Seventh verification item
11	Count total verification items	Verify exactly 7 verification checkboxes are present	Count: 7 items	AC-18: Complete checklist verification
12	Test approval button initial state	"Approve & Finalize Bills" button is disabled or shows warning	Button: disabled/grayed out	AC-18: Initial button state
13	Attempt approval with empty checklist	Try to approve without checking any items	Warning: "Please complete all verification items before approving the bills."	AC-18: Enforcement validation
14	Check partial completion behavior	Check 4 out of 7 items, attempt approval	Still prevented from approval	AC-18: Partial completion prevention
15	Complete all verification items	Check all 7 verification checkboxes	All boxes: checked	AC-18: Complete verification
16	Verify button activation	"Approve & Finalize Bills" button becomes enabled	Button: active/clickable	AC-18: Button state change
17	Test checklist persistence	Refresh page, verify checkbox states maintained	Checkbox states: preserved	AC-18: State persistence
18	Verify approval requirements warning disappears	Warning message no longer visible with complete checklist	No warning displayed	AC-18: Warning state management

Verification Points

Primary_Verification: Structured verification checklist properly implemented with all 7 required items and proper enforcement
Secondary_Verifications: Clear descriptions for each item, proper visual icons, state persistence across page operations
Negative_Verification: Cannot bypass checklist requirements, cannot approve with incomplete verification

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual checklist implementation and enforcement behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC16_TC_022
Blocked_Tests: AC19_TC_027, AC20_TC_028
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC19_TC_027

Additional Information

Notes: Critical for compliance and audit requirements, prevents unauthorized or incomplete approvals
Edge_Cases: Browser back button usage, session timeout during approval, concurrent approval attempts
Risk_Areas: State management, validation enforcement, compliance audit trail
Security_Considerations: Ensure checklist completion is properly logged for audit purposes

Missing Scenarios Identified

Scenario_1: Checklist item-specific help text or documentation links
Type: User Assistance
Rationale: Users may need guidance on specific verification requirements
Priority: P3
Scenario_2: Conditional checklist items based on billing cycle characteristics
Type: Business Logic
Rationale: Different cycle types may require different verification items
Priority: P4

Test Case 026: Bill Template Preview and Selection

Test Case Metadata

Test Case ID: BX01US03_TC_026
Title: Verify bill template preview functionality and selection workflow with template validation and compatibility checking
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/UI
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Bill-Template, Preview-Functionality, Template-Management, UI-Validation, MOD-BillGeneration, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-User-Acceptance, Report-Module-Coverage, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Template-Service, Template-Operations, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 10 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 90%
Integration_Points: Template Service, Preview Engine, CxServices, Validation Service
Code_Module_Mapped: CX-Web, Template-Management, Preview-Engine, UI-Components
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, User-Acceptance, Module-Coverage]
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: BR-46 Bill template requirement, Template preview specifications, Template compatibility rules
Related_Bugs: N/A
Related_Test_Cases: AC3_TC_003, BR_TC_037

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Template Service, Preview Engine, CxServices, Template storage
Performance_Baseline: < 3 seconds template loading, < 2 seconds preview generation
Data_Requirements: Multiple bill templates for different services and categories

Prerequisites

Setup_Requirements: Bill templates configured, preview functionality enabled, template validation active
User_Roles_Permissions: Billing Administrator with template selection permissions
Test_Data: Templates: "Standard Water Template", "Premium Electric Template", "Commercial Gas Template"
Prior_Test_Cases: AC3_TC_003 must pass (billing cycle configuration working)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 1: Bill Template selection section	Template dropdown and preview section visible	N/A	Template functionality access
2	Verify initial template selection state	"Select Bill Template" dropdown shows placeholder text	Placeholder: "Select Bill Template"	Initial template state validation
3	Click bill template dropdown	Available templates listed with descriptive names	Templates: Water, Electric, Gas templates available	Template list population
4	Verify template filtering by service type	Only compatible templates shown for selected utility service	Water service → Water templates only	Service-based template filtering
5	Select "Standard Water Template"	Template selection confirmed with visual feedback	Selected template highlighted in dropdown	Template selection confirmation
6	Verify template preview initiation	Preview section loads with template layout display	Preview area shows template design	Preview functionality activation
7	Check preview content accuracy	Preview displays actual template design with sample data	Template: Header, fields, footer, branding visible	Preview content verification
8	Verify preview responsiveness	Preview adapts to different container sizes	Responsive preview scaling	Preview scalability validation
9	Test template switching functionality	Change to "Premium Electric Template"	New template: Different design and fields	Template switching capability
10	Verify preview updates dynamically	Preview refreshes to show new template design	Updated preview reflects template change	Dynamic preview updates
11	Check template compatibility validation	System prevents incompatible template selection	Water cycle cannot select Electric template	Compatibility enforcement
12	Test template requirement enforcement	Cannot proceed without template selection (BR-46)	Next button disabled without template	Template requirement validation
13	Verify template metadata display	Template details shown (name, version, compatibility)	Template info: name, version, supported services	Template information accuracy
14	Test template preview zoom functionality	Can zoom in/out of template preview	Zoom controls functional	Preview zoom capability
15	Check template preview print simulation	Preview shows how template will appear when printed	Print preview mode available	Print simulation accuracy
16	Verify template validation messages	Clear feedback for template compatibility issues	Error: "Template not compatible with selected service"	Template validation messaging

Verification Points

Primary_Verification: Bill template preview functionality works correctly with accurate template display and proper selection workflow
Secondary_Verifications: Template compatibility enforced, preview updates dynamically, template requirement validated
Negative_Verification: Cannot select incompatible templates, cannot proceed without template selection, no preview rendering errors

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual template preview and selection behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC3_TC_003
Blocked_Tests: AC11_TC_014
Parallel_Tests: BR_TC_037
Sequential_Tests: TC_029

Additional Information

Notes: Important for ensuring proper bill formatting and compliance with regulatory requirements
Edge_Cases: Very large templates, templates with missing assets, custom template uploads
Risk_Areas: Template rendering accuracy, compatibility validation, preview performance
Security_Considerations: Ensure template content doesn't expose sensitive system information

Missing Scenarios Identified

Scenario_1: Custom template upload and validation workflow
Type: Template Management
Rationale: Users may need to upload organization-specific templates
Priority: P3
Scenario_2: Template version management and rollback capability
Type: Version Control
Rationale: Template changes may require rollback to previous versions
Priority: P4

Test Case 027: Verification Item Confirmation Enforcement

Test Case Metadata

Test Case ID: BX01US03_TC_027
Title: Verify all verification items must be confirmed before final approval with comprehensive validation enforcement
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Validation
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Bill-Approval, Validation, Enforcement, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-User-Acceptance, Report-Module-Coverage, Report-Security-Validation, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Validation-Service, Approval-Enforcement, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 10 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Validation Service, Approval Engine, CxServices
Code_Module_Mapped: CX-Web, Approval-Validation, Compliance-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, User-Acceptance, Module-Coverage, Security-Validation]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-19, Verification Enforcement Rules, Approval Validation Logic
Related_Bugs: N/A
Related_Test_Cases: AC18_TC_025, AC20_TC_028

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Validation Service, Approval Engine, CxServices
Performance_Baseline: < 1 second validation check, < 2 seconds approval processing
Data_Requirements: Completed billing summary ready for approval

Prerequisites

Setup_Requirements: Billing approval workflow enabled, validation enforcement configured
User_Roles_Permissions: Billing Administrator with bill approval permissions
Test_Data: Completed billing cycle ready for final approval
Prior_Test_Cases: AC18_TC_025 must pass (verification checklist implemented)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 6: Approve with empty checklist	Bill approval page loads with unchecked verification items	All 7 verification items unchecked	AC-19: Initial approval state
2	Verify "Approve & Finalize Bills" button initial state	Button is disabled or shows warning message	Button: disabled/grayed out	AC-19: Initial button enforcement
3	Attempt approval with empty checklist	Try to click disabled button or submit form	No approval action occurs, button remains disabled	AC-19: Empty checklist prevention
4	Check partial completion with 1 item	Check only "Data Verification Consent" item	Button remains disabled	AC-19: Partial completion prevention
5	Attempt approval with 1 item checked	Try to approve with incomplete checklist	Warning message: "Please complete all verification items before approving the bills."	AC-19: Partial approval prevention
6	Check partial completion with 3 items	Check 3 out of 7 verification items	Button still disabled, warning persists	AC-19: Incremental completion validation
7	Check partial completion with 6 items	Check 6 out of 7 verification items	Button remains disabled, one item missing	AC-19: Near-complete validation
8	Verify specific missing item feedback	Check which item remains unchecked	System indicates which verification items are incomplete	AC-19: Specific validation feedback
9	Complete all 7 verification items	Check all verification checkboxes	All verification items confirmed	AC-19: Complete verification
10	Verify button activation	"Approve & Finalize Bills" button becomes enabled/clickable	Button: active, clickable appearance	AC-19: Button state change
11	Verify warning message disappearance	Warning message no longer visible	No validation warnings displayed	AC-19: Warning state management
12	Test approval enablement validation	Verify button can now be clicked	Button responds to click events	AC-19: Approval enablement
13	Test checkbox deselection impact	Uncheck one item after completing all	Button becomes disabled again immediately	AC-19: Dynamic validation enforcement
14	Re-complete verification and approve	Check all items again, proceed with approval	Approval process initiates successfully	AC-19: Successful approval flow
15	Verify approval completion	Approval completes with all verification items confirmed	Bills approved and finalized	AC-19: Approval completion validation
16	Test browser refresh state persistence	Refresh page during partial completion	Checkbox states and validation status preserved	AC-19: State persistence validation
17	Test validation enforcement across sessions	Logout/login during approval process	Verification requirements still enforced	AC-19: Cross-session enforcement

Verification Points

Primary_Verification: All 7 verification items must be confirmed before approval is allowed to proceed
Secondary_Verifications: Dynamic validation enforcement, clear feedback for incomplete verification, state persistence
Negative_Verification: Cannot bypass verification requirements through any method, no approval possible with incomplete checklist

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual verification enforcement and validation behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC18_TC_025
Blocked_Tests: AC20_TC_028
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC20_TC_028

Additional Information

Notes: Critical for compliance and preventing incomplete or unauthorized approvals
Edge_Cases: JavaScript disabled, browser back button usage, concurrent approval attempts
Risk_Areas: Validation bypass attempts, state synchronization, compliance audit requirements
Security_Considerations: Ensure verification enforcement cannot be circumvented

Missing Scenarios Identified

Scenario_1: Verification timeout and re-authentication requirements
Type: Security
Rationale: Long approval processes may require re-authentication
Priority: P3
Scenario_2: Verification delegation and approval hierarchy
Type: Workflow
Rationale: Some verifications may require different approval levels
Priority: P4

Test Case 028: Approver Information and Audit Trail Management

Test Case Metadata

Test Case ID: BX01US03_TC_028
Title: Verify comprehensive recording of approver information and comments for complete audit trail compliance
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Audit
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Bill-Approval, Audit-Trail, Record-Keeping, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Security-Validation, Report-Module-Coverage, Report-Executive-Visibility, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-Audit-Service, Compliance-Management, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 12 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Audit Service, User Management, CxServices, Compliance Engine
Code_Module_Mapped: CX-Web, Audit-Trail, Compliance-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Security-Validation, Module-Coverage, Executive-Visibility]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-20, Audit Trail Requirements, Approver Recording Rules, Compliance Standards
Related_Bugs: N/A
Related_Test_Cases: AC19_TC_027, SECURITY_TC_032

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Audit Service, User Management, CxServices, Database for audit storage
Performance_Baseline: < 2 seconds approval recording, < 3 seconds audit trail creation
Data_Requirements: Completed verification checklist, approver credentials

Prerequisites

Setup_Requirements: Audit trail system enabled, user identification configured
User_Roles_Permissions: Billing Administrator with approval authority and audit trail access
Test_Data: Completed billing cycle with verified checklist, approver: "Jane Doe, Senior Billing Administrator"
Prior_Test_Cases: AC19_TC_027 must pass (verification enforcement working)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Complete all verification checklist items	All 7 verification items checked, approval ready	All checkboxes confirmed	AC-20: Approval readiness
2	Locate "Approver Name" field	Field visible and required for approval completion	Field: "Enter your full name"	AC-20: Approver identification field
3	Enter comprehensive approver information	Field accepts full name and title information	Name: "Jane Doe, Senior Billing Administrator"	AC-20: Approver detail entry
4	Verify approver name validation	Field validates minimum name requirements	Minimum length, format validation	AC-20: Name validation rules
5	Locate "Approval Comments" section	Optional comments field available for detailed notes	Comments section visible	AC-20: Comments field availability
6	Enter detailed approval comments	Field accepts comprehensive approval documentation	Comments: "Bills reviewed and approved for March 2025 cycle. All anomalies investigated and resolved. Distribution authorized through email and SMS channels."	AC-20: Detailed comments entry
7	Verify comments character limit	Field handles extensive approval documentation	Multi-line text, reasonable character limit	AC-20: Comments capacity validation
8	Click "Approve & Finalize Bills"	Approval process initiates with all information	Approval submission begins	AC-20: Approval process initiation
9	Verify approval timestamp recording	System automatically records approval date and time	Timestamp: Current date/time accurate	AC-20: Automatic timestamp capture
10	Check approver information storage	Approver name stored in billing cycle record	Database: Approver field populated	AC-20: Approver data persistence
11	Verify comments storage and association	Approval comments stored with billing cycle	Database: Comments linked to cycle	AC-20: Comments data persistence
12	Test audit trail creation	Approval action creates comprehensive audit record	Audit log: Approval event recorded	AC-20: Audit trail generation
13	Verify audit record completeness	Audit includes: user, timestamp, cycle, verification status, comments	Complete audit data set	AC-20: Audit record comprehensiveness
14	Check approval history accessibility	Approval information accessible in system reports	Reports: Approval details available	AC-20: Audit trail accessibility
15	Test approval finality	Approved cycles show immutable final status	Status: "Approved and Finalized"	AC-20: Approval state finality
16	Verify approval modification prevention	Cannot modify approval information after finalization	Approval data locked/read-only	AC-20: Audit trail integrity
17	Check cross-reference audit capabilities	Approval can be traced across multiple system reports	Cross-system audit consistency	AC-20: Audit trail traceability
18	Test compliance report generation	Approval data appears in compliance and audit reports	Regulatory reporting includes approval details	AC-20: Compliance reporting integration

Verification Points

Primary_Verification: Approver information and comments properly recorded and stored for comprehensive audit trail
Secondary_Verifications: Audit trail accessible across system reports, approval data immutable after finalization
Negative_Verification: Approval information cannot be modified post-finalization, audit trail maintains integrity

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual audit trail creation and data persistence]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC19_TC_027
Blocked_Tests: None (final acceptance criteria)
Parallel_Tests: SECURITY_TC_032 (audit trail security)
Sequential_Tests: None (completion test case)

Additional Information

Notes: Critical for regulatory compliance and audit requirements
Edge_Cases: Very long comments, special characters in names, system clock changes
Risk_Areas: Data integrity, audit trail completeness, compliance reporting accuracy
Security_Considerations: Ensure audit data cannot be tampered with, maintain data privacy

Missing Scenarios Identified

Scenario_1: Approval delegation and proxy approval recording
Type: Delegation Workflow
Rationale: Approval authority may be delegated during absence
Priority: P3
Scenario_2: Audit trail retention and archival policies
Type: Data Management
Rationale: Long-term audit data requires retention management
Priority: P4

Test Case 029: Workflow Step Validation Dependencies

Test Case Metadata

Test Case ID: BX01US03_TC_029
Title: Verify workflow step validation dependencies prevent progression without meeting prerequisites and enforce proper data flow
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Validation
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Negative, Workflow-Validation, Step-Dependencies, Data-Flow, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Validation-Engine, Workflow-Control, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 16 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Validation Engine, Workflow Controller, CxServices, Dependency Manager
Code_Module_Mapped: CX-Web, Workflow-Validation, Dependency-Manager, Step-Controller
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, User-Acceptance]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Workflow validation rules, Step dependency logic, BR-53 Previous button rules, BR-54 Next button validation
Related_Bugs: N/A
Related_Test_Cases: AC1_TC_001, AC2_TC_002, MISSING_TC_033

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Validation Engine, Workflow Controller, CxServices, Step dependency configuration
Performance_Baseline: < 1 second validation check, < 2 seconds dependency resolution
Data_Requirements: Billing cycle in various completion states for dependency testing

Prerequisites

Setup_Requirements: Workflow validation enabled, step dependencies configured, validation rules active
User_Roles_Permissions: Billing Administrator with full workflow access
Test_Data: Incomplete billing cycle configuration, partial consumer data, unresolved reading issues
Prior_Test_Cases: AC1_TC_001, AC2_TC_002 must pass (navigation and visual indicators working)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access Bill Generation workflow from clean state	Step 1 accessible, subsequent steps disabled/locked	N/A	Initial workflow state validation
2	Attempt to access Step 3 directly without completing Step 1	Navigation blocked with clear validation message	Click Step 3 from navigation bar	Step prerequisite enforcement
3	Verify dependency validation message	Error: "Please complete Step 1: Bill Cycle Configuration before accessing Step 3"	Specific dependency requirement stated	Dependency messaging clarity
4	Attempt Step 2 access without Step 1 completion	Step 2 also blocked until Step 1 completed	Click Step 2 from navigation bar	Sequential dependency validation
5	Complete Step 1 partially (missing required fields)	Next button remains disabled, step not considered complete	Missing: Bill template selection	Partial completion validation
6	Verify partial completion feedback	Clear indication of missing requirements	Visual: Required field highlighting	Completion status clarity
7	Complete Step 1 fully with valid configuration	Step 2 becomes accessible, Step 1 marked complete	Valid configuration: All required fields filled	Step completion validation
8	Navigate to Step 2 with completed Step 1	Step 2 loads successfully with data from Step 1	Consumer data reflects Step 1 configuration	Data flow validation
9	Attempt to access Step 4 from Step 2	Navigation blocked, intermediate step required	Direct jump to Step 4 attempted	Multi-step dependency enforcement
10	Check Step 2 data dependency validation	Consumer data issues trigger warnings but allow progression	Data quality warnings displayed	Data-based dependency checking
11	Navigate to Step 3 with unresolved reading issues	Step accessible but with issue indicators	Reading validation issues present	Issue-based dependency indicators
12	Attempt Step 4 bill generation with critical unresolved issues	Generation blocked until critical issues resolved	Critical reading validation failures	Critical issue blocking validation
13	Verify critical issue blocking message	Clear explanation: "Critical reading validation issues must be resolved before bill generation"	Critical issue dependency messaging	Critical dependency communication
14	Resolve critical issues and retry Step 4 access	Step 4 becomes accessible after issue resolution	Reading issues resolved	Issue resolution validation
15	Attempt Step 6 approval without completing Step 5	Approval blocked until summary review completed	Skip Step 5, attempt Step 6	Summary review dependency
16	Check cross-step data validation	Changes in earlier steps invalidate later steps appropriately	Modify Step 1, check Step 4 impact	Cross-step validation logic
17	Test workflow completion validation	Cannot mark workflow complete with any incomplete steps	Attempt completion with missing steps	Completion validation enforcement
18	Verify dependency error message consistency	All dependency messages follow consistent format and clarity	Review all dependency error messages	Error message standardization

Verification Points

Primary_Verification: Workflow step validation dependencies properly prevent progression without meeting all prerequisites
Secondary_Verifications: Dependency messages clear and actionable, data flow between steps validated, critical issues block progression
Negative_Verification: Cannot bypass step dependencies, cannot proceed with invalid configurations, no incomplete workflow completion

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual workflow validation and dependency enforcement behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC1_TC_001, AC2_TC_002
Blocked_Tests: All subsequent workflow tests
Parallel_Tests: MISSING_TC_033
Sequential_Tests: TC_030

Additional Information

Notes: Critical for ensuring data integrity and proper workflow completion, prevents users from creating incomplete or invalid billing cycles
Edge_Cases: Rapid step navigation attempts, concurrent workflow modifications, step dependency cycles
Risk_Areas: Validation logic accuracy, dependency resolution performance, error message clarity
Security_Considerations: Ensure validation cannot be bypassed through manipulation of client-side controls

Missing Scenarios Identified

Scenario_1: Conditional step dependencies based on billing cycle characteristics
Type: Dynamic Dependencies
Rationale: Different cycle types may have different validation requirements
Priority: P2
Scenario_2: Workflow recovery from interrupted dependency validation
Type: Error Recovery
Rationale: Network interruptions during validation need proper recovery mechanisms
Priority: P3

Test Case 001: Navigation Bar Display and Structure Verification

Test Case Metadata

Test Case ID: BX01US03_TC_001
Title: Verify 6-step navigation bar displays correctly with proper stage identification and visual hierarchy
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/UI
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Billing, UI, MOD-BillGeneration, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Smoke-Test-Results, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-Low, Business-Critical, Revenue-Impact-High, Integration-CxServices, Navigation-Workflow, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Low
Complexity_Level: Medium
Expected_Execution_Time: 3 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 15%
Integration_Points: CxServices, UI Framework
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Module-Coverage, Smoke-Test-Results, User-Acceptance]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-1, Billing Workflow Navigation
Related_Bugs: N/A
Related_Test_Cases: AC2_TC_002

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Smart360 Authentication Service, CxServices
Performance_Baseline: < 3 seconds page load
Data_Requirements: Valid Billing Administrator credentials

Prerequisites

Setup_Requirements: Smart360 system accessible, Bill Generation module enabled
User_Roles_Permissions: Billing Administrator role with full access
Test_Data: Valid admin credentials (admin@smart360.com)
Prior_Test_Cases: None (Entry point test)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Smart360 home page	Home page loads successfully with menu visible	URL: https://smart360.com	Verify system accessibility
2	Click on "Bill Setup" > "Bulk Bill Generation" from menu	Bill Generation page loads with workflow header	Menu navigation path	AC-1: Navigation accessibility
3	Verify "Billing Workflow" header	Header displays: "Billing Workflow - Create and manage billing cycles using this streamlined workflow"	N/A	AC-1: Page title verification
4	Verify 6-step navigation bar structure	Navigation shows 6 circular steps in horizontal layout	N/A	AC-1: Step count validation
5	Verify Step 1 details	Shows "1" in blue circle, "Bill Cycle" label below	Step 1 active state	AC-1: Current step indication
6	Verify Step 2 details	Shows "2" in gray circle, "Fetch Consumer Data" label below	Step 2 inactive state	AC-1: Pending step indication
7	Verify Step 3 details	Shows "3" in gray circle, "Meter Readings" label below	Step 3 inactive state	AC-1: Step label accuracy
8	Verify Step 4 details	Shows "4" in gray circle, "Bill Generation" label below	Step 4 inactive state	AC-1: Step label accuracy
9	Verify Step 5 details	Shows "5" in gray circle, "Billing Summary" label below	Step 5 inactive state	AC-1: Step label accuracy
10	Verify Step 6 details	Shows "6" in gray circle, "Approve" label below	Step 6 inactive state	AC-1: Final step indication
11	Verify connecting lines between steps	Gray lines connect each step in sequence	N/A	AC-1: Visual flow indication
12	Verify responsive design	Navigation bar adapts to different browser widths	Resize window 1024px, 768px	AC-1: Cross-resolution support

Verification Points

Primary_Verification: All 6 steps visible with correct labels: "Bill Cycle", "Fetch Consumer Data", "Meter Readings", "Bill Generation", "Billing Summary", "Approve"
Secondary_Verifications: Step 1 highlighted as current (blue), remaining steps in pending state (gray), connecting lines visible
Negative_Verification: No missing steps, incorrect labels, or broken visual hierarchy

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual navigation bar appearance and behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: None
Blocked_Tests: AC2_TC_002, AC3_TC_003
Parallel_Tests: Security authentication tests
Sequential_Tests: All subsequent AC test cases

Additional Information

Notes: Foundation test for entire billing workflow, critical for user orientation
Edge_Cases: Very narrow browser widths, high zoom levels
Risk_Areas: Cross-browser compatibility, responsive design breakpoints
Security_Considerations: Ensure navigation respects user permissions

Missing Scenarios Identified

Scenario_1: Navigation bar behavior during bill generation process (should remain accessible but indicate current progress)
Type: Integration
Rationale: Users need to understand their position in long-running processes
Priority: P2
Scenario_2: Keyboard navigation accessibility through step indicators
Type: Accessibility
Rationale: Compliance requirement for keyboard-only users
Priority: P3

Test Case 002: Step Status Visual Indicators and State Management

Test Case Metadata

Test Case ID: BX01US03_TC_002
Title: Verify visual indicators correctly show current step and completion status with proper state transitions
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/UI
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Billing, UI, Visual-Indicators, MOD-BillGeneration, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-User-Acceptance, Report-Module-Coverage, Report-Regression-Coverage, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-CxServices, State-Management, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 8 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 25%
Integration_Points: CxServices, State Management
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, User-Acceptance, Module-Coverage, Regression-Coverage]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-2, Visual state management, Step completion tracking
Related_Bugs: N/A
Related_Test_Cases: AC1_TC_001, AC3_TC_003

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Smart360 Authentication Service, CxServices, Valid billing cycle data
Performance_Baseline: < 3 seconds step transitions
Data_Requirements: Sample billing cycle: BC-2025-03

Prerequisites

Setup_Requirements: Bill Generation module accessible, test billing cycle data available
User_Roles_Permissions: Billing Administrator role with full access
Test_Data: Billing cycle: "March 2025 Downtown Billing Cycle", Valid consumer data
Prior_Test_Cases: AC1_TC_001 must pass

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access Bill Generation workflow from previous test	Navigation shows Step 1 as current with blue background and "1"	N/A	AC-2: Initial current step state
2	Verify Step 1 description text	Blue info text: "Set up the billing cycle parameters including start and end dates, billing frequency, and other cycle-specific settings."	N/A	AC-2: Current step context
3	Complete minimal Step 1 configuration	Fill required fields: Cycle name, Area, Premises, dates	Cycle: "Test-AC2-Cycle", Area: "Downtown", Period: "01-08-2025 to 31-08-2025"	AC-2: Step completion preparation
4	Click "Next" button	Step 1 shows checkmark (✓) in green circle, Step 2 becomes current (blue background with "2")	N/A	AC-2: Completed step visual
5	Verify Step 1 completed state	Step 1 displays green checkmark instead of number, maintains "Bill Cycle" label	N/A	AC-2: Completion indicator
6	Verify Step 2 current state	Step 2 shows blue circle with "2", blue description text visible	Step 2 description: "This step retrieves all consumer data required for billing..."	AC-2: New current step
7	Verify remaining steps unchanged	Steps 3-6 remain gray with numbers, no highlighting	N/A	AC-2: Future steps unchanged
8	Click "Previous" button	Navigate back to Step 1	N/A	AC-2: Backward navigation test
9	Verify Step 1 navigation state	Step 1 becomes current again (blue), checkmark preserved	N/A	AC-2: Completed step revisit
10	Navigate forward to Step 2 again	Step 2 becomes current, Step 1 retains completion status	N/A	AC-2: State persistence
11	Complete Step 2 and navigate to Step 3	Step 2 shows checkmark, Step 3 becomes current	Consumer data validated	AC-2: Sequential completion
12	Test jump navigation (if available)	Click on completed Step 1 directly	N/A	AC-2: Direct step access

Verification Points

Primary_Verification: Current step visually distinct with blue highlighting and description text
Secondary_Verifications: Completed steps show green checkmarks, future steps remain gray with numbers, state persistence across navigation
Negative_Verification: No visual confusion between step states, no loss of completion status

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual step state transitions and visual indicators]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC1_TC_001
Blocked_Tests: AC3_TC_003, AC4_TC_005
Parallel_Tests: None (sequential workflow dependency)
Sequential_Tests: AC3_TC_003

Additional Information

Notes: Critical for user orientation throughout billing process, affects user confidence in system
Edge_Cases: Rapid navigation between steps, browser back button usage, session timeouts during workflow
Risk_Areas: State synchronization, visual consistency across browsers
Security_Considerations: Ensure step states properly reflect user permissions and data access

Missing Scenarios Identified

Scenario_1: Step validation failure handling (what happens to visual states when step validation fails)
Type: Error Handling
Rationale: Users need clear feedback when step completion fails validation
Priority: P1
Scenario_2: Session timeout impact on step completion states
Type: Edge Case
Rationale: Long billing processes may exceed session timeouts
Priority: P2

Test Case 003: New Billing Cycle Configuration Workflow

Test Case Metadata

Test Case ID: BX01US03_TC_003
Title: Verify comprehensive billing cycle configuration for new cycle creation with all required parameters and validations
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Billing, Configuration, Cycle-Management, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-Regression-Coverage, Report-Customer-Segment-Analysis, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-CxServices, Data-Validation, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 15 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 40%
Integration_Points: CxServices, Area Management, Consumer Management
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Module-Coverage, Regression-Coverage, Customer-Segment-Analysis]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-3, BR-1 through BR-35 (Cycle Selection and Configuration Rules)
Related_Bugs: N/A
Related_Test_Cases: AC2_TC_002, AC4_TC_005

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Smart360 Authentication, CxServices, Area Management Service, Consumer Management Service
Performance_Baseline: < 3 seconds form loading, < 5 seconds validation response
Data_Requirements: Available areas, premises, consumer categories, utility services, bill templates

Prerequisites

Setup_Requirements: Bill Generation module accessible, master data configured (areas, premises, services)
User_Roles_Permissions: Billing Administrator role with create/edit permissions
Test_Data: Areas: "Downtown, Westside", Services: "Water, Electricity", Categories: "Residential, Commercial"
Prior_Test_Cases: AC1_TC_001, AC2_TC_002 must pass

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 1: Bill Cycle configuration	"Bill Cycle Configuration" section loads with form elements	N/A	AC-3: Form accessibility
2	Verify "Cycle Selection" section visibility	Shows "Select Billing Cycle" dropdown and "Create New" toggle	N/A	AC-3: BR-5 Create new toggle
3	Click "Create New" toggle	Form switches to new cycle mode, "Enter Billing Cycle" field becomes mandatory (red asterisk)	N/A	AC-3: BR-6 Toggle functionality
4	Enter billing cycle name	Field accepts input, shows character count (3-50 characters)	"March 2025 Water Billing Cycle"	AC-3: BR-7, BR-8 Name validation
5	Verify cycle name uniqueness validation	System validates name uniqueness against existing cycles	Unique name required	AC-3: BR-7 Uniqueness check
6	Click "Area" dropdown	Dropdown populates with available areas	Options: "Downtown", "Westside", "Industrial Zone"	AC-3: BR-16 Area selection
7	Select "Downtown" area	Area selected, "Sub Area" dropdown becomes populated	Area: "Downtown"	AC-3: BR-17 Area filtering
8	Select sub area	Sub area selection filters available premises	Sub Area: "DT-Central"	AC-3: BR-17 Sub area dependency
9	Click "Premises" dropdown	Shows only premises from selected area/sub area	Available premises: "DT-001", "DT-002", "DT-003"	AC-3: BR-19, BR-20 Premise filtering
10	Select multiple premises	Multi-select allows selection of 2+ premises	Selected: "DT-001", "DT-002"	AC-3: BR-20 Multi-select
11	Verify active cycle premise validation	System prevents selection of premises in active billing cycles	Check premises: "DT-004" (if in active cycle)	AC-3: BR-22 Active cycle validation
12	Select "Utility Service"	Dropdown shows available services	Service: "Water"	AC-3: BR-25 Service selection
13	Select "Consumer Category"	Category dropdown populated	Categories: "Residential", "Commercial"	AC-3: BR-26, BR-27 Category selection
14	Select "Consumer Subcategory"	Subcategory appears based on category selection	Subcategory: "Standard"	AC-3: BR-28, BR-29 Subcategory dependency
15	Set "Billing Period Start" date	Date picker allows valid date selection	Start Date: "01-03-2025"	AC-3: BR-31 Start date mandatory
16	Set "Billing Period End" date	End date must be after start date	End Date: "31-03-2025"	AC-3: BR-32 End date validation
17	Verify date validation	System validates end date > start date and after previous cycle	Valid date range	AC-3: BR-34 Date sequence validation
18	Review "Billing Cycle Summary" section	Summary auto-populates with entered configuration	All entered data reflected	AC-3: BR-37 through BR-43 Summary
19	Verify bill template selection	"Select Bill Template" dropdown shows available templates	Template: "Standard Water Bill Template"	AC-3: BR-46 Template selection
20	Select bill template	Template selection enables "Next" button	Selected template name appears	AC-3: BR-48 Template requirement
21	Click "Save as Draft"	Configuration saved without validation, can resume later	Draft status confirmed	AC-3: BR-51 Draft functionality
22	Click "Next" button	Validation passes, navigation proceeds to Step 2	All validations successful	AC-3: BR-54 Next button activation

Verification Points

Primary_Verification: New billing cycle created successfully with all mandatory parameters configured
Secondary_Verifications: All dropdown dependencies work correctly, date validations enforce business rules, summary section reflects all selections
Negative_Verification: Cannot proceed without mandatory fields, cannot select premises in active cycles, cannot set invalid date ranges

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual configuration process and validation behaviors]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC1_TC_001, AC2_TC_002
Blocked_Tests: AC4_TC_004, AC7_TC_010
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC4_TC_005

Additional Information

Notes: Foundation for entire billing process, configuration errors here affect all subsequent steps
Edge_Cases: Very large premise selections, special characters in cycle names, leap year date handling
Risk_Areas: Data integrity validation, cross-service dependencies, performance with large datasets
Security_Considerations: Ensure user can only access authorized areas and premises

Missing Scenarios Identified

Scenario_1: Billing cycle modification after partial completion (edit existing draft)
Type: Edit/Update Workflow
Rationale: Users may need to modify cycle parameters before finalizing
Priority: P2
Scenario_2: Billing cycle cloning from previous successful cycle
Type: Efficiency Feature
Rationale: Common business practice to copy successful cycle configurations
Priority: P3

Test Case 004: Existing Billing Cycle Selection and Modification

Test Case Metadata

Test Case ID: BX01US03_TC_004
Title: Verify existing billing cycle selection and modification workflow with data preservation and validation
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Workflow
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Cycle-Management, Data-Modification, Workflow, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Report-Customer-Segment-Analysis, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-CxServices, Cycle-Operations, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 14 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 95%
Integration_Points: CxServices, Cycle Management Service, State Management
Code_Module_Mapped: CX-Web, Cycle-Management, Data-Persistence
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, User-Acceptance, Customer-Segment-Analysis]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-3, Existing cycle selection rules, Data modification workflows, State preservation
Related_Bugs: N/A
Related_Test_Cases: AC3_TC_003, AC2_TC_002

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: CxServices, Cycle Management Service, State Management, Database for cycle storage
Performance_Baseline: < 3 seconds cycle loading, < 2 seconds data population
Data_Requirements: Multiple existing billing cycles with different configurations

Prerequisites

Setup_Requirements: Multiple existing billing cycles available, cycle modification enabled
User_Roles_Permissions: Billing Administrator with cycle modification permissions
Test_Data: Existing cycles: "Savaii 202501 R1", "March 2025 Downtown", "February Electric Cycle"
Prior_Test_Cases: AC2_TC_002 must pass (step navigation working)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 1: Bill Cycle Configuration	Cycle selection dropdown and configuration form visible	N/A	Existing cycle access initiation
2	Click "Select Billing Cycle" dropdown	Dropdown populates with list of existing billing cycles	Available cycles displayed	Cycle list population verification
3	Verify existing cycle display format	Cycles shown with descriptive names and status indicators	Format: "Cycle Name (Status)"	Cycle identification clarity
4	Select existing cycle "Savaii 202501 R1"	Form auto-populates with all saved cycle parameters	Cycle: "Savaii 202501 R1" selected	Cycle data auto-population
5	Verify cycle comparison section population	Shows previous period and days since last billing accurately	Previous: "2025-06-01 to 2025-06-30", Days: 10	Historical data accuracy
6	Check all form fields auto-population	All configuration fields filled with saved values	Area, Premises, Service, Category, Dates populated	Complete data restoration
7	Verify billing cycle summary auto-update	Summary section reflects selected cycle configuration	Name, Areas, Premises, Services, Count: 53 selected	Summary synchronization
8	Test cycle parameter modification	Change area selection to add "Industrial Zone"	Add area: "Industrial Zone" to existing selection	Modification capability testing
9	Verify modification impact on summary	Summary updates to reflect parameter changes	Updated area list in summary	Dynamic summary updates
10	Check premise filtering after area change	Premises dropdown updates to include new area premises	Additional premises from Industrial Zone available	Cascading data updates
11	Save modified cycle configuration	Click "Save as Draft" or "Next" to preserve changes	Modified configuration saved successfully	Modification persistence
12	Test cycle switching during modification	Switch to different existing cycle "March 2025 Downtown"	Unsaved changes warning, then new cycle loads	Cycle switching with change detection
13	Verify complete data replacement	All form fields update to new cycle's parameters	Complete replacement of configuration data	Data consistency validation
14	Test modification validation	Make invalid changes (e.g., end date before start date)	Validation prevents saving invalid configuration	Modification validation enforcement
15	Verify modification audit trail	Changes to existing cycles logged for audit purposes	Audit log: cycle modifications, user, timestamp	Modification audit tracking
16	Test concurrent modification protection	Simulate multiple users modifying same cycle	Conflict detection and resolution mechanism	Concurrency handling validation

Verification Points

Primary_Verification: Existing billing cycles can be selected and modified while preserving data integrity
Secondary_Verifications: Auto-population works correctly, modifications validated, audit trail maintained
Negative_Verification: Invalid modifications prevented, no data corruption, concurrent changes handled properly

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual cycle selection and modification behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC2_TC_002
Blocked_Tests: AC4_TC_005
Parallel_Tests: AC3_TC_003
Sequential_Tests: AC4_TC_005

Additional Information

Notes: Critical for cycle reuse and iterative billing process improvement
Edge_Cases: Very old cycles, cycles with deprecated parameters, cycles from different system versions
Risk_Areas: Data migration compatibility, parameter validation, state management
Security_Considerations: Ensure cycle access respects user permissions and organizational boundaries

Missing Scenarios Identified

Scenario_1: Cycle versioning and change history tracking
Type: Version Control
Rationale: Users may need to track changes over time for compliance
Priority: P3
Scenario_2: Cycle template creation from successful cycles
Type: Template Management
Rationale: Successful cycles could become templates for future use
Priority: P4

Test Case 005 : Consumer Overview and Category Breakdown Display

Test Case Metadata

Test Case ID: BX01US03_TC_005
Title: Verify consumer data summary displays comprehensive statistics with accurate category breakdown and cycle comparisons
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Analytics
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Consumer-Data, Analytics, Data-Analysis, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Customer-Segment-Analysis, Report-Module-Coverage, Report-Engineering, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Consumer-Service, Statistical-Analysis, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 12 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 55%
Integration_Points: Consumer Service, CxServices, Analytics Engine
Code_Module_Mapped: CX-Web, Consumer-Analytics
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: [Quality-Dashboard, Customer-Segment-Analysis, Module-Coverage, Engineering]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-4, Consumer Overview Rules, Cycle Comparison Formula
Related_Bugs: N/A
Related_Test_Cases: AC3_TC_003, AC5_TC_007

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Consumer Service, CxServices, Previous billing cycle data for comparisons
Performance_Baseline: < 3 seconds data loading, < 5 seconds calculations
Data_Requirements: Billing cycle BC-2025-03 with 2590 consumers, previous cycle data for comparison

Prerequisites

Setup_Requirements: Consumer data populated, previous billing cycle available for comparison
User_Roles_Permissions: Billing Administrator with consumer data view access
Test_Data: Cycle: "Savaii 202501 R1", Consumers: 2590, Categories: Commercial/NA distribution
Prior_Test_Cases: AC3_TC_003 must pass (cycle configuration completed)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 2: Fetch Consumer Data from completed Step 1	Consumer Data Analysis page loads with overview statistics	Billing cycle: "Savaii 202501 R1"	AC-4: Data step transition
2	Verify page header and description	Shows "Consumer Data Analysis - Analyze consumer data, plans, and tariffs for the selected billing cycle"	N/A	AC-4: Page context clarity
3	Verify "Consumer Overview" section	Displays total consumers with percentage change indicator	Expected: 2590 (99.92%)	AC-4: Total consumer count
4	Check percentage change calculation accuracy	Percentage change: (current count - previous count / previous count) * 100	Formula verification	AC-4: Percentage change formula
5	Verify "Missing Plan Details" card	Shows count of consumers without assigned plans	Expected: 0 "Action Required" or "N/A"	AC-4: Missing plan detection
6	Verify "Missing Tariff Details" card	Shows count of plans without assigned tariffs	Expected: 0 "Action Required" or "N/A"	AC-4: Missing tariff detection
7	Check "Consumer Breakdown" tab visibility	Tab shows consumer count distribution	Default active tab	AC-4: Category breakdown access
8	Verify "Consumers by Category" section	Shows category distribution with counts and percentages	Commercial: 2 (0.07%), NA: 2588 (88.78%)	AC-4: Category statistics
9	Validate category percentage calculations	Each category percentage = (category count / total count) * 100	Mathematical verification	AC-4: Category percentage accuracy
10	Check "Cycle Comparison" section	Shows previous cycle count and new consumers added	Previous Cycle: 2, New Consumers: 2588	AC-4: Cycle comparison data
11	Verify "Consumer Status" breakdown	Shows status distribution: Active, Inactive, Paused, Temporary Disconnect	Active: 2400 (82.33%), Inactive: 325 (11.15%), Paused: 0 (0%), Temp Disconnect: 190 (6.52%)	AC-4: Status distribution
12	Validate status percentage calculations	Status percentages sum to 100% within rounding tolerance	Sum validation	AC-4: Status percentage accuracy
13	Check color coding consistency	Active (green), Inactive (red), Paused (orange), Temporary Disconnect (gray)	Visual consistency	AC-4: Status visual indicators
14	Verify data refresh on cycle change	Change billing cycle, verify consumer data updates	Different cycle selection	AC-4: Data dependency validation
15	Test "Plans & Tariffs" tab	Tab shows plan analysis and recent changes	Plans & Tariffs content	AC-4: Plans analysis access
16	Test "Payment Details" tab	Tab shows payment summary and outstanding accounts	Payment summary data	AC-4: Payment analysis access

Verification Points

Primary_Verification: Consumer overview displays correct total count (2590) with accurate category breakdown
Secondary_Verifications: All percentage calculations accurate, cycle comparison shows meaningful data, status distribution sums to 100%
Negative_Verification: No missing consumer data, no calculation errors, no inconsistent totals across tabs

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual consumer statistics and calculation accuracy]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC3_TC_003
Blocked_Tests: AC5_TC_007, AC6_TC_009
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC5_TC_007

Additional Information

Notes: Critical for understanding billing cycle scope and identifying data quality issues before bill generation
Edge_Cases: Very large consumer counts (10,000+), missing previous cycle data, empty categories
Risk_Areas: Performance with large datasets, calculation accuracy, data synchronization
Security_Considerations: Ensure consumer data access respects privacy regulations and user permissions

Missing Scenarios Identified

Scenario_1: Consumer data export functionality for offline analysis
Type: Data Export
Rationale: Business users often need consumer lists for external processing
Priority: P3
Scenario_2: Real-time consumer data synchronization during billing cycle
Type: Integration
Rationale: Consumer data may change during billing process execution
Priority: P2

Test Case 06: Plan Assignment Workflow Error Handling

Test Case Metadata

Test Case ID: BX01US03_TC_006
Title: Verify plan assignment workflow handles errors gracefully with proper validation and rollback mechanisms
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Error-Handling
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Negative, Plan-Assignment, Error-Handling, Validation, Recovery, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-Security-Validation, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Plan-Service, Error-Management, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 16 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Plan Service, Error Management Service, CxServices, Rollback Engine
Code_Module_Mapped: CX-Web, Plan-Assignment, Error-Handling, Data-Integrity
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, Security-Validation]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-6, Plan assignment error handling, Data integrity rules, Rollback mechanisms
Related_Bugs: N/A
Related_Test_Cases: AC5_TC_007, AC6_TC_009

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Plan Service, Error Management Service, CxServices, Network simulation tools
Performance_Baseline: < 5 seconds error detection, < 3 seconds rollback execution
Data_Requirements: Consumers without plans, various plan types, error simulation scenarios

Prerequisites

Setup_Requirements: Plan assignment functionality enabled, error simulation capabilities, rollback mechanisms active
User_Roles_Permissions: Billing Administrator with plan assignment and error resolution permissions
Test_Data: Consumer without plan: AC-2025-TEST, Compatible/incompatible plans, Network error simulation
Prior_Test_Cases: AC5_TC_007 must pass (missing plan detection working)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Missing Plan Details with consumer requiring plan	Consumer without plan displayed in missing plans table	Consumer: AC-2025-TEST, Service: Water, Category: Residential	Plan assignment error testing setup
2	Click "Assign Plan" action button	Plan assignment dropdown opens with available plans	Compatible and incompatible plans visible	Plan assignment workflow initiation
3	Attempt to assign incompatible plan (wrong service)	System validates plan compatibility before assignment	Select: "Electric Premium Plan" for Water consumer	Service compatibility validation
4	Verify compatibility error message	Clear error: "Plan 'Electric Premium Plan' is not compatible with Water service"	Specific incompatibility reason provided	Compatibility error feedback
5	Check assignment prevention	Plan assignment does not proceed, consumer remains in missing plans	No assignment created, state unchanged	Assignment prevention validation
6	Attempt incompatible category assignment	Try commercial plan for residential consumer	Select: "Commercial Water Plan" for Residential consumer	Category compatibility validation
7	Verify category compatibility error	Error: "Plan category 'Commercial' does not match consumer category 'Residential'"	Category-specific error message	Category validation feedback
8	Select compatible plan for assignment	Choose appropriate plan matching service and category	Plan: "Residential Water Standard"	Valid plan selection
9	Simulate network failure during assignment	Trigger network error simulation during assignment process	Network failure simulation activated	Network error scenario testing
10	Verify graceful failure handling	Assignment fails with clear error message, no partial state	Error: "Assignment failed due to network error. Please try again."	Network failure graceful handling
11	Check data integrity preservation	Consumer remains in missing plans list, no partial assignment created	No corrupted assignment state	Data integrity validation
12	Verify rollback mechanism	Any partial assignment data cleaned up automatically	Clean system state after failure	Automatic rollback verification
13	Test assignment retry after error resolution	Retry assignment after network restoration	Assignment completes successfully on retry	Error recovery capability
14	Simulate service unavailability error	Plan Service returns unavailable error	Service: Plan Service returns 503 error	Service unavailability handling
15	Verify service error handling	Appropriate error message and user guidance provided	Error: "Plan service temporarily unavailable. Please try again later."	Service error communication
16	Test concurrent assignment conflicts	Simulate multiple users assigning plans to same consumer	Concurrent assignment attempt simulation	Concurrency conflict testing
17	Verify conflict resolution	System prevents duplicate assignments or handles conflicts gracefully	Conflict detection and resolution	Concurrency handling validation
18	Check assignment audit trail	All assignment attempts (successful and failed) logged with details	Audit log: attempts, outcomes, errors, timestamps	Comprehensive audit logging

Verification Points

Primary_Verification: Plan assignment workflow handles all error scenarios gracefully with proper validation and rollback
Secondary_Verifications: Data integrity maintained during failures, audit trail comprehensive, error messages actionable
Negative_Verification: No partial assignments created, no data corruption, no unauthorized plan assignments

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual error handling behavior and recovery mechanisms]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC5_TC_007
Blocked_Tests: AC7_TC_010
Parallel_Tests: AC6_TC_009
Sequential_Tests: AC7_TC_010

Additional Information

Notes: Critical for maintaining data integrity and user confidence during plan management operations
Edge_Cases: Multiple rapid assignment attempts, plan changes during assignment, very large plan catalogs
Risk_Areas: Data consistency, error message clarity, rollback completeness
Security_Considerations: Ensure error handling doesn't expose sensitive system information

Missing Scenarios Identified

Scenario_1: Plan assignment approval workflow for high-value commercial accounts
Type: Approval Process
Rationale: Large commercial plan changes may require manager approval
Priority: P2
Scenario_2: Bulk plan assignment error handling and partial success scenarios
Type: Bulk Operations
Rationale: Bulk operations need sophisticated error handling for mixed outcomes
Priority: P3

Test Case 007: Missing Plan Details Detection and Management

Test Case Metadata

Test Case ID: BX01US03_TC_007
Title: Verify system accurately identifies and displays consumers with missing plan assignments including resolution workflow
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Data-Validation
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Negative, Consumer, Data-Validation, Plan-Management, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Engineering, Report-Module-Coverage, Report-Customer-Segment-Analysis, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Plan-Service, Data-Integrity, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 10 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 70%
Integration_Points: Plan Service, Consumer Service, CxServices
Code_Module_Mapped: CX-Web, Plan-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, Customer-Segment-Analysis]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-5, Missing Data Table Rules, Plan Assignment Workflow
Related_Bugs: N/A
Related_Test_Cases: AC4_TC_005, AC6_TC_009

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Plan Service, Consumer Service, CxServices, Master plan data
Performance_Baseline: < 3 seconds missing data detection, < 5 seconds plan assignment
Data_Requirements: Test consumers with missing plans, available plan catalog

Prerequisites

Setup_Requirements: Consumer data with some missing plan assignments, plan catalog available
User_Roles_Permissions: Billing Administrator with plan assignment permissions
Test_Data: Consumer without plan: AC-2025-999, Available plans: "Standard Water Plan", "Commercial Water Plan"
Prior_Test_Cases: AC4_TC_005 must pass (consumer data loaded)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to "Missing Data" section from consumer overview	Missing Data section visible with tabbed interface	N/A	AC-5: Missing data accessibility
2	Verify "Missing Plan Details" tab display	Tab shows count of consumers without plans: "Missing Plan Details 0" or actual count	Current state: 0 missing	AC-5: Missing plan count display
3	Create test scenario with missing plan	Use admin tools to remove plan from test consumer	Consumer: AC-2025-TEST, Remove assigned plan	AC-5: Test data preparation
4	Refresh or reload missing data section	Tab updates to show "Missing Plan Details 1"	Updated count: 1	AC-5: Real-time detection
5	Click "Missing Plan Details" tab	Table populates with consumers lacking plan assignments	N/A	AC-5: Missing plan table access
6	Verify table column headers	Columns display: Account Number, Consumer Name, Service, Category, Actions	Table structure verification	AC-5: Table structure compliance
7	Verify missing plan consumer data	Test consumer appears in table with complete information	Account: AC-2025-TEST, Consumer: "Test Consumer", Service: "Water", Category: "Residential"	AC-5: Data completeness
8	Check "Action" column functionality	Shows "Assign Plan" button for consumer with missing plan	Button: "Assign Plan"	AC-5: Action availability
9	Click "Assign Plan" action button	Dropdown opens showing compatible plans for consumer's service/category	Available plans for Water/Residential	AC-5: Plan assignment workflow
10	Verify plan compatibility filtering	Only shows plans matching consumer's service and category	Water service plans only	AC-5: Plan filtering logic
11	Select appropriate plan from dropdown	Plan selection confirmed in dropdown	Selected: "Standard Water Plan"	AC-5: Plan selection process
12	Confirm plan assignment	Consumer assigned plan successfully, removed from missing plans table	Assignment confirmed	AC-5: Assignment completion
13	Verify missing plan count update	Tab updates to "Missing Plan Details 0"	Count decreases by 1	AC-5: Count accuracy
14	Verify consumer in main consumer list	Assigned plan appears in consumer list table	Plan column shows "Standard Water Plan"	AC-5: Data consistency
15	Test empty state display	When no missing plans exist, table shows "No consumers without plans found"	Empty state message	AC-5: Empty state handling
16	Test bulk plan assignment (if available)	Select multiple consumers and assign plans simultaneously	Multiple consumer selection	AC-5: Bulk operations

Verification Points

Primary_Verification: System accurately identifies consumers without plan assignments and provides functional assignment workflow
Secondary_Verifications: Plan compatibility filtering works correctly, missing plan counts update in real-time, assignments reflect in consumer data
Negative_Verification: Cannot assign incompatible plans, no false positives for consumers with valid plans, no data inconsistencies

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual missing plan detection and assignment process]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC4_TC_005
Blocked_Tests: AC6_TC_009, AC11_TC_014
Parallel_Tests: AC8_TC_011 (similar data validation pattern)
Sequential_Tests: AC6_TC_009

Additional Information

Notes: Critical for bill generation success, missing plans will cause billing failures
Edge_Cases: Plans becoming inactive during billing cycle, consumer category changes, service modifications
Risk_Areas: Data synchronization between services, plan availability, permission validation
Security_Considerations: Ensure user can only assign plans they have permission to manage

Missing Scenarios Identified

Scenario_1: Bulk plan assignment with validation and rollback capability
Type: Bulk Operations
Rationale: Efficient handling of multiple missing plan assignments
Priority: P2
Scenario_2: Plan assignment audit trail and history tracking
Type: Audit Trail
Rationale: Compliance requirement for tracking plan changes
Priority: P3

Test Case 08: Reading Validation Issue Categorization

Test Case Metadata

Test Case ID: BX01US03_TC_008
Title: Verify reading validation issues are properly categorized with appropriate resolution workflows and priority indicators
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Data-Validation
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Reading-Validation, Issue-Categorization, Data-Quality, Analytics, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-Performance-Metrics, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Validation-Engine, Issue-Management, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 18 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Validation Engine, Issue Classification Service, CxServices, Analytics Engine
Code_Module_Mapped: CX-Web, Reading-Validation, Issue-Classification, Data-Analytics
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, Performance-Metrics]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-8, Reading validation rules, Issue categorization logic, Priority classification
Related_Bugs: N/A
Related_Test_Cases: AC8_TC_011, AC9_TC_012

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Validation Engine, Issue Classification Service, CxServices, Historical reading data
Performance_Baseline: < 3 seconds issue categorization, < 5 seconds priority calculation
Data_Requirements: Meter readings with various anomaly types, historical consumption patterns

Prerequisites

Setup_Requirements: Reading validation enabled, issue classification configured, historical data available
User_Roles_Permissions: Billing Administrator with reading validation access
Test_Data: Readings: High consumption (2800→4500), Low consumption (1500→200), Zero consumption (1200→0), RCNT readings, Faulty readings
Prior_Test_Cases: AC7_TC_010 must pass (meter reading statistics available)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 3: Meter Readings, Issues tab	Issues categorized and displayed by type with count: "Issues 983"	N/A	Issue categorization access
2	Verify High Consumption category display	Readings >150% of historical average identified and grouped	High consumption: readings showing 150%+ increase	High consumption detection accuracy
3	Check High Consumption visual indicators	Orange "High" tags and appropriate priority markers	Visual tag: Orange "High" indicator	High consumption visual identification
4	Verify Low Consumption category accuracy	Readings <25% of historical average properly categorized	Low consumption: readings showing <25% of normal	Low consumption detection validation
5	Check Low Consumption visual indicators	Yellow "Low" tags with appropriate priority levels	Visual tag: Yellow "Low" indicator	Low consumption visual identification
6	Verify Zero Consumption category detection	Readings showing no usage properly identified	Zero consumption: current reading = previous reading	Zero consumption detection accuracy
7	Check Zero Consumption visual indicators	Red "Zero" tags indicating potential vacant properties	Visual tag: Red "Zero" indicator	Zero consumption visual identification
8	Verify RCNT (Requires Confirmation) categorization	Unusual readings requiring manual review identified	RCNT: readings outside normal variance but not extreme	RCNT categorization accuracy
9	Check RCNT visual indicators	Amber "RCNT" tags indicating review required	Visual tag: Amber "RCNT" indicator	RCNT visual identification
10	Verify Faulty Readings category detection	Clearly erroneous readings (negative, impossible values) identified	Faulty: negative readings, readings >10x normal	Faulty reading detection
11	Check Faulty Reading visual indicators	Red "Faulty" tags indicating data corruption	Visual tag: Red "Faulty" indicator	Faulty reading visual identification
12	Test issue priority calculation	Critical revenue-impact issues prioritized higher	High consumption = high priority, RCNT = medium priority	Priority calculation validation
13	Verify priority visual indicators	Critical issues highlighted with distinct visual treatment	High priority: bold borders, warning icons	Priority visualization accuracy
14	Check category-specific resolution workflows	Each category offers appropriate resolution options	High: Accept/Edit, Zero: Accept/Estimate/Exclude	Category-specific workflow validation
15	Test bulk operations by category	Can select and process multiple issues within same category	Bulk validate all "High consumption" issues	Category-based bulk operations
16	Verify category filtering functionality	Can filter issues by specific category type	Filter: Show only "Low Consumption" issues	Category filtering capability
17	Check cross-category issue handling	Readings with multiple issues properly categorized	Reading both high consumption AND faulty	Multi-category issue handling
18	Test category statistics accuracy	Issue counts per category sum to total issues	Mathematical verification: category totals = overall total	Category count accuracy validation

Verification Points

Primary_Verification: Reading validation issues properly categorized by type with accurate detection algorithms
Secondary_Verifications: Visual indicators distinct and meaningful, priority calculation accurate, category-specific workflows functional
Negative_Verification: No miscategorized readings, no missing issue types, no incorrect priority assignments

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual issue categorization accuracy and workflow functionality]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC7_TC_010
Blocked_Tests: AC9_TC_012, AC10_TC_013
Parallel_Tests: AC8_TC_011
Sequential_Tests: AC9_TC_012

Additional Information

Notes: Critical for efficient reading validation and ensuring billing accuracy through proper anomaly detection
Edge_Cases: Readings with multiple anomaly types, seasonal consumption variations, meter replacement scenarios
Risk_Areas: Categorization algorithm accuracy, performance with large datasets, priority calculation consistency
Security_Considerations: Ensure issue data access respects user permissions and privacy requirements

Missing Scenarios Identified

Scenario_1: Machine learning-based anomaly detection for improved categorization
Type: AI Enhancement
Rationale: ML could improve detection accuracy for complex consumption patterns
Priority: P4
Scenario_2: Custom issue category creation for utility-specific anomaly types
Type: Customization
Rationale: Different utilities may have unique validation requirements
Priority: P3

Test Case 009: Direct Plan Assignment Interface and Workflow

Test Case Metadata

Test Case ID: BX01US03_TC_009
Title: Verify comprehensive plan assignment functionality directly from missing data interface with validation and error handling
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Workflow
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Consumer, Plan-Assignment, Workflow, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Report-Customer-Segment-Analysis, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Plan-Service, Assignment-Workflow, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 12 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 85%
Integration_Points: Plan Service, Consumer Service, CxServices, Validation Engine
Code_Module_Mapped: CX-Web, Plan-Management, Consumer-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Module-Coverage, User-Acceptance, Customer-Segment-Analysis]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-6, Plan Assignment Rules, Validation Logic, UI Workflow
Related_Bugs: N/A
Related_Test_Cases: AC5_TC_007, AC7_TC_010

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Plan Service, Consumer Service, CxServices, Plan catalog, Validation services
Performance_Baseline: < 2 seconds plan dropdown load, < 3 seconds assignment processing
Data_Requirements: Multiple consumers with missing plans, comprehensive plan catalog with various service/category combinations

Prerequisites

Setup_Requirements: Plan assignment functionality enabled, comprehensive plan catalog available
User_Roles_Permissions: Billing Administrator with plan create/assign permissions
Test_Data: Consumers: AC-2025-001 (Residential/Water), AC-2025-002 (Commercial/Water), Plans: "Residential Water Standard", "Commercial Water Premium"
Prior_Test_Cases: AC5_TC_007 must pass (missing plan detection working)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Ensure test consumers have missing plans	Prepare test data with consumers lacking plan assignments	Consumers: AC-2025-001, AC-2025-002 without plans	AC-6: Test data preparation
2	Navigate to Missing Plan Details table	Table displays consumers with missing plans	Both test consumers visible	AC-6: Missing plan table access
3	Verify "Assign Plan" button for first consumer	Button visible and enabled for residential consumer	Consumer: AC-2025-001 (Residential/Water)	AC-6: Action button availability
4	Click "Assign Plan" for residential consumer	Dropdown opens with plan selection interface	Dropdown activated	AC-6: Plan assignment initiation
5	Verify plan filtering by service	Dropdown shows only Water service plans	Water plans only visible	AC-6: Service-based filtering
6	Verify plan filtering by category	Dropdown shows only Residential category plans within Water service	Residential Water plans only	AC-6: Category-based filtering
7	Check plan details in dropdown	Each plan shows name, description, and key attributes	Plan: "Residential Water Standard - Monthly billing, tiered rates"	AC-6: Plan information display
8	Select "Residential Water Standard" plan	Plan selection highlighted in dropdown	Selected plan highlighted	AC-6: Plan selection feedback
9	Confirm plan assignment	Assignment processes successfully, consumer removed from missing plans table	Assignment success confirmation	AC-6: Assignment completion
10	Verify assignment in consumer list	Navigate to main consumer list, verify plan assignment	Consumer AC-2025-001 shows "Residential Water Standard"	AC-6: Data consistency validation
11	Test commercial consumer assignment	Click "Assign Plan" for commercial consumer	Consumer: AC-2025-002 (Commercial/Water)	AC-6: Different category test
12	Verify commercial plan filtering	Dropdown shows only Commercial Water plans	Commercial plans filtered correctly	AC-6: Category filtering validation
13	Attempt invalid plan assignment	Try to assign residential plan to commercial consumer (if system allows)	Should prevent or warn about mismatch	AC-6: Validation enforcement
14	Complete commercial plan assignment	Assign appropriate commercial plan successfully	Plan: "Commercial Water Premium"	AC-6: Commercial assignment success
15	Test assignment error handling	Simulate assignment failure (network error, service unavailable)	Error message displayed, no partial assignment	AC-6: Error handling validation
16	Verify missing plan count updates	Check tab count decreases after each successful assignment	Count: "Missing Plan Details 0"	AC-6: Count accuracy
17	Test assignment reversal	Remove assigned plan and verify it returns to missing plans table	Consumer reappears in missing plans	AC-6: Reverse workflow validation
18	Test multiple rapid assignments	Assign plans to multiple consumers in quick succession	All assignments process correctly	AC-6: Performance under load

Verification Points

Primary_Verification: Plan assignment workflow completes successfully with proper validation and filtering
Secondary_Verifications: Plan compatibility enforced, assignment reflected across all relevant views, error handling functional
Negative_Verification: Cannot assign incompatible plans, no data corruption on assignment failures, no orphaned assignments

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual plan assignment workflow and validation behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC5_TC_007
Blocked_Tests: AC7_TC_010, AC11_TC_014
Parallel_Tests: AC8_TC_011 (similar workflow pattern)
Sequential_Tests: AC7_TC_010

Additional Information

Notes: Core functionality for data quality management, directly impacts bill generation success rates
Edge_Cases: Plan availability changes during assignment, concurrent plan modifications, large volume assignments
Risk_Areas: Data consistency across services, validation rule enforcement, performance with large plan catalogs
Security_Considerations: Ensure plan assignment respects user permissions and consumer access rights

Missing Scenarios Identified

Scenario_1: Plan assignment with effective date management (future effective plans)
Type: Business Logic
Rationale: Plans may need to be assigned with future effective dates
Priority: P2
Scenario_2: Plan assignment approval workflow for high-value commercial accounts
Type: Approval Workflow
Rationale: Large commercial plan assignments may require manager approval
Priority: P3

Test Case 010: Comprehensive Meter Reading Statistics Dashboard

Test Case Metadata

Test Case ID: BX01US03_TC_010
Title: Verify comprehensive meter reading statistics display with accurate metrics, progress indicators, and cycle comparisons
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Analytics
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Meter-Reading, Analytics, Statistics, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Engineering, Report-Module-Coverage, Report-Performance-Metrics, Customer-All, Risk-Medium, Business-High, Revenue-Impact-High, Integration-Meter-Service, Reading-Analytics, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 15 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 95%
Integration_Points: Meter Service, CxServices, Analytics Engine, Reading Collection Service
Code_Module_Mapped: CX-Web, Meter-Analytics, Reading-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, Performance-Metrics]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-7, Meter Reading Statistics Rules, Progress Calculation Logic, Cycle Comparison
Related_Bugs: N/A
Related_Test_Cases: AC6_TC_009, AC8_TC_011

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Meter Service, Reading Collection Service, CxServices, Previous cycle data for comparisons
Performance_Baseline: < 3 seconds statistics loading, < 5 seconds progress calculations
Data_Requirements: Billing cycle with 3237 meters, reading collection data, validation status data

Prerequisites

Setup_Requirements: Meter reading data available, previous cycle data for comparisons
User_Roles_Permissions: Billing Administrator with meter reading access
Test_Data: Cycle with 3237 total meters, 0.15% readings collected, 3111 missing readings, 3 pending validation
Prior_Test_Cases: AC6_TC_009 must pass (consumer data management completed)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 3: Meter Readings from Step 2	Meter Readings Analysis page loads with statistics dashboard	N/A	AC-7: Reading step access
2	Verify page header and description	Shows "Meter Readings Analysis - Analyze meter readings, validate data, and resolve issues"	N/A	AC-7: Page context
3	Verify "Total Meters" card display	Shows count with percentage change: "3237 (0.15%)"	Total: 3237, Change: +0.15%	AC-7: Total meter count
4	Check percentage change calculation	Percentage = (current - previous) / previous * 100	Formula verification	AC-7: Change calculation accuracy
5	Verify "Readings Collected" progress	Shows percentage with progress bar: "0.15%"	Progress: 0.15% with visual bar	AC-7: Collection progress display
6	Calculate readings collected accuracy	Percentage = (collected readings / total meters) * 100	Math verification	AC-7: Collection percentage accuracy
7	Verify "Missing Readings" count	Shows count and percentage: "3111 (96.11%)"	Missing: 3111, Percentage: 96.11%	AC-7: Missing reading count
8	Verify "Pending Validation" count	Shows readings awaiting validation: "3 (0.09%)"	Pending: 3, Percentage: 0.09%	AC-7: Validation queue count
9	Check "Reading Collection Status" section	Shows current vs previous cycle comparison	Current: 0.15%, Previous: 68.67%, Decrease: 68.52%	AC-7: Collection status comparison
10	Verify collection progress bars	Visual progress bars reflect percentages accurately	Current and previous bars proportional	AC-7: Visual progress accuracy
11	Check "Reading Validation Status" section	Shows current vs previous validation comparison	Current: 0.06%, Previous: 68.27%, Decrease: 68.21%	AC-7: Validation status comparison
12	Verify "Meter Types Breakdown" section	Shows distribution by meter technology	Photo Meter: 99.97%, Manual Meter: 0.03%	AC-7: Meter type distribution
13	Check meter type percentage accuracy	Type percentages sum to 100% within rounding tolerance	Sum validation	AC-7: Type percentage accuracy
14	Verify "Reading Types Distribution" section	Shows reading quality status distribution	Normal: 0.09%, Faulty: 0.03%, RCNT: 0.03%	AC-7: Reading quality breakdown
15	Test data refresh functionality	Refresh page or cycle, verify statistics update	Data refresh validation	AC-7: Real-time data accuracy
16	Verify responsive design	Check statistics display on different screen sizes	Mobile, tablet, desktop views	AC-7: Cross-resolution compatibility

Verification Points

Primary_Verification: All meter reading statistics display with accurate counts, percentages, and cycle comparisons
Secondary_Verifications: Progress bars reflect actual percentages, meter type distributions sum correctly, validation status accurate
Negative_Verification: No calculation errors, no missing statistics, no inconsistent data across sections

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual statistics display and calculation accuracy]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC6_TC_009
Blocked_Tests: AC8_TC_011, AC9_TC_012
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC8_TC_011

Additional Information

Notes: Critical for understanding meter reading collection status and identifying potential billing issues
Edge_Cases: No previous cycle data, 100% missing readings, all meters validated
Risk_Areas: Performance with large meter counts, calculation accuracy, data synchronization
Security_Considerations: Ensure meter reading data access respects user permissions and privacy requirements

Missing Scenarios Identified

Scenario_1: Real-time statistics updates during active reading collection
Type: Real-time Integration
Rationale: Statistics should update as readings are collected during billing cycle
Priority: P2
Scenario_2: Meter reading statistics export for external reporting
Type: Data Export
Rationale: Business users need statistics for management reporting
Priority: P3

Test Case 011: Reading Validation Requirements Detection and Display

Test Case Metadata

Test Case ID: BX01US03_TC_011
Title: Verify readings requiring validation are clearly identified with appropriate indicators and categorization
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Data-Validation
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Meter-Reading, Validation, Data-Quality, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Module-Coverage, Report-Engineering, Report-Performance-Metrics, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Meter-Service, Reading-Validation, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 14 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 85%
Integration_Points: Meter Service, Validation Engine, CxServices
Code_Module_Mapped: CX-Web, Reading-Validation, Meter-Analytics
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Module-Coverage, Engineering, Performance-Metrics]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-8, Reading Validation Rules, Issue Classification Logic
Related_Bugs: N/A
Related_Test_Cases: AC7_TC_010, AC9_TC_012

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Meter Service, Validation Engine, CxServices, Reading data with anomalies
Performance_Baseline: < 3 seconds validation processing, < 2 seconds indicator display
Data_Requirements: Meter readings with various validation issues (high, low, zero consumption, RCNT, faulty)

Prerequisites

Setup_Requirements: Meter reading data available with validation issues
User_Roles_Permissions: Billing Administrator with meter reading validation access
Test_Data: Readings requiring validation: High consumption, Low consumption, Zero consumption, RCNT readings, Faulty readings
Prior_Test_Cases: AC7_TC_010 must pass (meter reading statistics available)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 3 Meter Readings, Issues tab	Issues tab displays with validation queue count: "Issues 983"	N/A	AC-8: Validation issues access
2	Click on "Issues" tab	List of readings requiring validation displayed	983 issues to review	AC-8: Validation queue display
3	Verify issue categorization headers	Issues grouped by type: High Consumption, Low Consumption, Zero Consumption, RCNT, Faulty	Issue categories visible	AC-8: Issue type classification
4	Check High Consumption indicators	Readings marked with "High" tag in orange color	Sample readings with "High" indicator	AC-8: High consumption identification
5	Check Low Consumption indicators	Readings marked with "Low" tag in yellow color	Sample readings with "Low" indicator	AC-8: Low consumption identification
6	Check Zero Consumption indicators	Readings marked with "Zero" tag in red color	Sample readings with "Zero" indicator	AC-8: Zero consumption identification
7	Check RCNT (Requires Confirmation) indicators	Readings marked with "RCNT" tag indicating unusual values	Sample readings with "RCNT" indicator	AC-8: RCNT identification
8	Check Faulty reading indicators	Readings marked with "Faulty" tag indicating erroneous data	Sample readings with "Faulty" indicator	AC-8: Faulty reading identification
9	Verify validation status column	Status clearly shows "Pending Validation" for all issues	Status: "Pending Validation"	AC-8: Validation status clarity
10	Check visual distinction between issue types	Each issue type has distinct color coding and icons	Visual indicators clearly differentiated	AC-8: Visual indicator clarity
11	Verify meter information completeness	Each issue shows: Meter ID, Consumer, Account, Service, Last Reading, Current Reading	Complete meter data per issue	AC-8: Issue detail completeness
12	Test filtering by issue type	Apply filter for "High Consumption" only	Shows only high consumption issues	AC-8: Issue type filtering
13	Test "All Issues" filter	Remove filters to show all validation issues	All 983 issues displayed	AC-8: Filter reset functionality
14	Verify issue priority indicators	Critical issues (safety/revenue impact) highlighted differently	High priority issues visually distinct	AC-8: Priority indication
15	Check bulk selection capability	Can select multiple issues for bulk operations	Multi-select checkboxes functional	AC-8: Bulk operation support
16	Verify issue count accuracy	Total count matches sum of individual issue type counts	Mathematical verification	AC-8: Count accuracy

Verification Points

Primary_Verification: Readings requiring validation clearly identified with appropriate type-specific indicators
Secondary_Verifications: Issue categorization accurate, visual indicators distinct, filtering functional
Negative_Verification: Validated readings not shown in validation queue, no miscategorized issues

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual validation issue identification and categorization]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC7_TC_010
Blocked_Tests: AC9_TC_012, AC10_TC_013
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC9_TC_012

Additional Information

Notes: Critical for data quality management, directly impacts billing accuracy
Edge_Cases: No validation issues, all readings requiring validation, extremely high/low values
Risk_Areas: Validation rule accuracy, performance with large validation queues, visual indicator consistency
Security_Considerations: Ensure validation data access respects user permissions

Missing Scenarios Identified

Scenario_1: Validation rule configuration and threshold management
Type: Configuration Management
Rationale: Business users may need to adjust validation thresholds
Priority: P3
Scenario_2: Validation issue trend analysis across billing cycles
Type: Analytics
Rationale: Understanding patterns in validation issues for process improvement
Priority: P4

Test Case 012: Reading Anomaly Management and Correction Workflow

Test Case Metadata

Test Case ID: BX01US03_TC_012
Title: Verify comprehensive anomaly management workflow for viewing, validating, and correcting readings with detected anomalies
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Workflow
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Meter-Reading, Validation, Anomaly-Management, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Meter-Service, Reading-Correction, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 16 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 90%
Integration_Points: Meter Service, Validation Engine, CxServices, Calculation Engine
Code_Module_Mapped: CX-Web, Reading-Management, Validation-Workflow
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, User-Acceptance]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-9, Reading Correction Workflow, Validation Options, Calculation Logic
Related_Bugs: N/A
Related_Test_Cases: AC8_TC_011, AC10_TC_013

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Meter Service, Validation Engine, Calculation Engine, CxServices
Performance_Baseline: < 2 seconds reading detail load, < 3 seconds validation processing
Data_Requirements: Meter readings with confirmed anomalies for correction testing

Prerequisites

Setup_Requirements: Readings with anomalies available, validation workflow enabled
User_Roles_Permissions: Billing Administrator with reading correction permissions
Test_Data: Anomalous readings: Meter 70581207 (High consumption), Meter D2039485 (Zero consumption), Meter D3048596 (RCNT)
Prior_Test_Cases: AC8_TC_011 must pass (validation issues identified)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Meter List tab from Issues tab	All meters in billing cycle displayed with anomaly indicators	N/A	AC-9: Meter list access
2	Identify meter with high consumption anomaly	Meter shows "High" consumption tag in orange	Meter: 70581207, Consumer: LAULU FILIMAUA, Consumption marked "High"	AC-9: Anomaly identification
3	Click on high consumption meter row	Meter detail view opens showing reading information	Detail popup/panel opens	AC-9: Detail view access
4	Verify anomaly details display	Shows last reading, current reading, consumption calculation, anomaly reason	Last: 2800, Current: 4500, Consumption: 1700, Reason: "150% above historical average"	AC-9: Anomaly detail information
5	Check validation options availability	Options displayed: Accept, Reject, Estimate, Edit Reading	Four validation options visible	AC-9: Validation option availability
6	Test "Accept" validation option	Select Accept, reading marked as validated despite anomaly	Status changes to "Validated"	AC-9: Accept functionality
7	Test "Reject" validation option	Select Reject, reading marked as invalid, excluded from billing	Status changes to "Rejected"	AC-9: Reject functionality
8	Test "Edit Reading" option	Click Edit, current reading becomes editable field	Current reading: editable input field	AC-9: Edit capability
9	Correct reading value	Enter corrected reading value	New value: 3200 (reasonable consumption)	AC-9: Reading correction
10	Verify consumption recalculation	System automatically recalculates consumption after correction	Consumption updates: 3200 - 2800 = 400	AC-9: Automatic recalculation
11	Save corrected reading	Confirm reading correction, status updates	Status: "Validated", Consumption: 400	AC-9: Correction confirmation
12	Test zero consumption anomaly	Navigate to meter with zero consumption	Meter: D3048596, Consumption: 0, Tag: "Zero"	AC-9: Zero consumption handling
13	Check zero consumption validation options	Verify appropriate options for zero consumption	Options: Accept (vacant property), Estimate, Edit	AC-9: Context-specific options
14	Test "Estimate" functionality	Select Estimate option for missing/zero reading	System generates estimated reading based on historical data	AC-9: Estimation capability
15	Verify estimation calculation	Check estimation methodology and resulting values	Estimated value based on 6-month average	AC-9: Estimation accuracy
16	Test bulk validation operations	Select multiple anomalous readings, apply bulk validation	Multiple readings validated simultaneously	AC-9: Bulk operation efficiency
17	Verify pending validation count updates	Check that validation queue count decreases after validations	Count reduces from 983 to updated number	AC-9: Count accuracy maintenance
18	Test validation error handling	Attempt invalid reading correction (negative value, unrealistic value)	System prevents invalid corrections with error message	AC-9: Input validation

Verification Points

Primary_Verification: Users can successfully view, validate, and correct readings with detected anomalies
Secondary_Verifications: Consumption recalculates correctly after corrections, validation status updates properly, bulk operations functional
Negative_Verification: Invalid reading values rejected, validation preserves data integrity, no orphaned validation states

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual anomaly management workflow and correction behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC8_TC_011
Blocked_Tests: AC10_TC_013, AC11_TC_014
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC10_TC_013

Additional Information

Notes: Core functionality for ensuring billing accuracy, critical for revenue protection
Edge_Cases: Extremely high/low values, readings requiring multiple corrections, concurrent validation by multiple users
Risk_Areas: Data integrity during corrections, calculation accuracy, validation rule consistency
Security_Considerations: Ensure reading corrections maintain audit trail and user accountability

Missing Scenarios Identified

Scenario_1: Reading correction approval workflow for high-value corrections
Type: Approval Workflow
Rationale: Large consumption corrections may require supervisor approval
Priority: P2
Scenario_2: Historical reading pattern analysis for validation decision support
Type: Analytics
Rationale: Users need historical context to make informed validation decisions
Priority: P3

Test Case 013: Missing Readings Management Tools and Workflow

Test Case Metadata

Test Case ID: BX01US03_TC_013
Title: Verify comprehensive tools for handling missing readings through estimation algorithms and exclusion mechanisms
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Workflow
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Meter-Reading, Missing-Data, Estimation-Tools, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-Performance-Metrics, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Estimation-Engine, Data-Management, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 18 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 95%
Integration_Points: Estimation Engine, Meter Service, CxServices, Billing Engine
Code_Module_Mapped: CX-Web, Estimation-Service, Missing-Data-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, Performance-Metrics]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-10, Missing Reading Management, Estimation Algorithms, Exclusion Logic
Related_Bugs: N/A
Related_Test_Cases: AC9_TC_012, AC11_TC_014

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Estimation Engine, Meter Service, CxServices, Historical reading data
Performance_Baseline: < 5 seconds estimation processing, < 3 seconds exclusion processing
Data_Requirements: Meters with missing readings, historical consumption data for estimation

Prerequisites

Setup_Requirements: Missing reading data available, estimation algorithms configured, exclusion rules enabled
User_Roles_Permissions: Billing Administrator with missing reading management permissions
Test_Data: Missing readings: Meter D7089043 (ABC Enterprises), Meter ME56599, Historical data for estimation
Prior_Test_Cases: AC9_TC_012 must pass (reading validation workflow available)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Issues tab, locate Missing Readings section	Missing readings section visible with count and list	Section shows missing readings count	AC-10: Missing readings access
2	Verify missing readings table structure	Table shows: Meter ID, Consumer, Account, Meter Type, Service, Last Reading, Last Reading Date, Action	Complete table structure	AC-10: Missing data display format
3	Check bulk action controls availability	"Exclude Selected" and "Estimate Readings" buttons visible at top	Bulk action buttons available	AC-10: Bulk operation access
4	Verify individual meter missing reading display	Missing reading shown with N/A for current reading	Meter: D7089043, Consumer: ABC Enterprises, Current Reading: N/A	AC-10: Missing reading indication
5	Check last reading information	Shows previous valid reading and date for estimation context	Last Reading: 2800, Date: 2025-06-15	AC-10: Historical context display
6	Select single missing reading for estimation	Click checkbox for individual meter	Meter D7089043 selected	AC-10: Individual selection
7	Click "Estimate Reading" for selected meter	Estimation process initiates for selected meter	Estimation algorithm runs	AC-10: Individual estimation trigger
8	Verify estimation algorithm execution	System calculates estimated reading based on historical data	Estimated value: 2950 (based on seasonal average)	AC-10: Estimation calculation
9	Check estimation methodology display	Shows estimation method and confidence level	Method: "6-month seasonal average", Confidence: 85%	AC-10: Estimation transparency
10	Confirm estimated reading	Accept estimated reading, verify consumption calculation	Consumption: 2950 - 2800 = 150	AC-10: Estimation acceptance
11	Test multiple meter estimation	Select 3 missing readings, click "Estimate All"	Bulk estimation processes all selected meters	Multiple meters: D7089043, ME56599, D6078943
12	Verify bulk estimation results	All selected meters receive estimated readings	All 3 meters show estimated values	AC-10: Bulk estimation success
13	Test exclusion functionality	Select different missing reading, click "Exclude Selected"	Selected meter excluded from billing cycle	Meter excluded from bill generation
14	Verify exclusion impact	Excluded meter not included in billing statistics	Meter count decreases in billing totals	AC-10: Exclusion effect validation
15	Check missing reading count updates	Missing readings count decreases after estimation/exclusion actions	Count updates: 3111 → 3105 (after 6 actions)	AC-10: Count accuracy
16	Test estimation error handling	Attempt estimation for meter with insufficient historical data	System shows warning: "Insufficient data for reliable estimation"	AC-10: Estimation limitation handling
17	Verify estimation quality indicators	Estimated readings marked differently from actual readings	Visual indicator: "EST" tag on estimated readings	AC-10: Estimation identification
18	Test exclusion reversal	Re-include previously excluded meter in billing cycle	Meter returns to missing readings list	AC-10: Exclusion reversal
19	Verify audit trail for estimations	Check that estimation actions are logged for audit	Estimation decisions recorded with user and timestamp	AC-10: Audit trail maintenance

Verification Points

Primary_Verification: Missing readings can be effectively handled through estimation algorithms and exclusion mechanisms
Secondary_Verifications: Estimation algorithms produce reasonable values, exclusion properly removes meters from billing, counts update accurately
Negative_Verification: Estimation doesn't produce unrealistic values, exclusion doesn't corrupt billing data, no orphaned meter states

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual missing reading management and estimation behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC9_TC_012
Blocked_Tests: AC11_TC_014, AC16_TC_022
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC11_TC_014

Additional Information

Notes: Critical for maintaining billing completeness when meter readings unavailable
Edge_Cases: All readings missing, no historical data available, seasonal consumption patterns
Risk_Areas: Estimation algorithm accuracy, exclusion impact on revenue, data consistency
Security_Considerations: Ensure estimation and exclusion actions maintain proper audit trails

Missing Scenarios Identified

Scenario_1: Estimation algorithm configuration and threshold management
Type: Algorithm Configuration
Rationale: Business users may need to adjust estimation parameters
Priority: P3
Scenario_2: Missing reading trend analysis and prevention strategies
Type: Preventive Analytics
Rationale: Understanding patterns in missing readings for collection improvement
Priority: P4

Test Case 014: Real-time Bill Generation Progress Monitoring

Test Case Metadata

Test Case ID: BX01US03_TC_014
Title: Verify comprehensive real-time progress display during bill generation with accurate metrics and completion tracking
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Performance
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Bill-Generation, Real-time, Progress-Monitoring, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Performance-Metrics, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Billing-Engine, Real-time-Updates, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 20 minutes
Reproducibility_Score: Medium
Data_Sensitivity: Low
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Billing Engine, CxServices, Notification Service, Progress Tracking Service
Code_Module_Mapped: CX-Web, Billing-Engine, Progress-Tracker
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Performance-Metrics, Quality-Dashboard, Module-Coverage, User-Acceptance]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-11, Real-time Progress Rules, Notification System, Performance Benchmarks
Related_Bugs: N/A
Related_Test_Cases: AC10_TC_013, AC12_TC_016

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Billing Engine, Progress Tracking Service, Notification Service, WebSocket connections
Performance_Baseline: < 2 seconds progress updates, < 500ms UI refresh
Data_Requirements: Billing cycle with substantial consumer count (2500+) for meaningful progress tracking

Prerequisites

Setup_Requirements: Bill generation service operational, progress tracking enabled, notification system configured
User_Roles_Permissions: Billing Administrator with bill generation permissions
Test_Data: Prepared billing cycle "BC-2025-03" with 2500+ consumers, all prerequisites met
Prior_Test_Cases: AC7_TC_010 must pass (meter reading analysis completed)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 4: Bill Generation	Bill Generation Process page loads with initial state	N/A	AC-11: Generation step access
2	Verify initial "Bill Generation Process" section	Shows description: "Start the bill generation process and monitor progress"	N/A	AC-11: Process description
3	Check notification toggle availability	"Notify me when bill generation is complete" toggle visible and functional	Toggle state: OFF	AC-11: Notification option
4	Enable notification toggle	Toggle switches to ON, user will receive completion notification	Toggle state: ON	AC-11: Notification activation
5	Verify "Bill Generation Information"	Shows information about process duration and billing cycle scope	Info: "You are about to generate bills for selected cycle. process may take several minutes for large billing cycles."	AC-11: Process information
6	Check "Generation Summary" initial state	Shows "No generation data available"	Initial state message	AC-11: Initial summary state
7	Verify "Generation Log" initial state	Shows "No log entries yet"	Initial log state	AC-11: Initial log state
8	Click "Start Bill Generation" button	Process initiates, progress bar appears with percentage	Progress bar: 0% initially	AC-11: Process initiation
9	Monitor progress bar updates	Progress bar updates incrementally with percentage values	Progress: 5%, 15%, 24%, 45%, 67%, 89%, 96%	AC-11: Progress visualization
10	Verify progress percentage accuracy	Percentage reflects actual bills processed vs total bills	Mathematical verification	AC-11: Progress calculation accuracy
11	Monitor "Generation Log" real-time updates	Log entries appear with timestamps as process progresses	Log entries: "[HH:MM:SS] Bill generation started", "[HH:MM:SS] Processing consumer batch 1-100"	AC-11: Real-time logging
12	Check log timestamp accuracy	Timestamps reflect actual system time during processing	Time verification	AC-11: Log timestamp accuracy
13	Monitor "Generation Summary" updates	Summary statistics update as process progresses	Updates: "Bills Processed: 150/2500", "Success Rate: 98%"	AC-11: Summary real-time updates
14	Verify processing time estimation	System shows estimated completion time or elapsed time	Time display: "Elapsed: 2:15"	AC-11: Time tracking
15	Monitor completion state	Progress reaches 100%, completion message appears	Progress: 100%, Message: "Bill generation completed successfully"	AC-11: Completion indication
16	Verify final summary statistics	Shows comprehensive results: Total Bills, Generated, Failed, Processing Time	Final stats: "Total: 2500, Generated: 2497, Failed: 3, Time: 5:23"	AC-11: Final statistics
17	Check notification delivery (if enabled)	User receives completion notification via configured channels	Notification received	AC-11: Notification validation
18	Test progress during failure scenarios	Monitor progress behavior when some bills fail	Failed bills logged with errors	AC-11: Error state progress
19	Verify progress bar color coding	Progress bar shows green for success, red/orange for failures	Color coding appropriate	AC-11: Visual failure indication
20	Test browser refresh during generation	Refresh page mid-process, verify progress state recovery	Progress state maintained	AC-11: State persistence

Verification Points

Primary_Verification: Real-time progress accurately reflects bill generation status with timely updates
Secondary_Verifications: Progress bar, log entries, and statistics update simultaneously and accurately
Negative_Verification: Progress doesn't hang, show incorrect percentages, or lose state on browser refresh

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual progress monitoring behavior and accuracy]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: High
Automation_Candidate: Partial (progress monitoring can be automated, visual verification may require manual testing)

Test Relationships

Blocking_Tests: AC7_TC_010
Blocked_Tests: AC12_TC_016, AC13_TC_017
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC12_TC_016

Additional Information

Notes: Critical for user confidence during long-running bill generation processes
Edge_Cases: Very large billing cycles (10,000+ consumers), network interruptions, browser performance limitations
Risk_Areas: WebSocket connection stability, progress calculation accuracy, UI performance under load
Security_Considerations: Ensure progress data doesn't expose sensitive consumer information

Missing Scenarios Identified

Scenario_1: Progress monitoring with concurrent user sessions (multiple users monitoring same generation)
Type: Concurrency
Rationale: Multiple administrators may need to monitor billing progress simultaneously
Priority: P2
Scenario_2: Progress persistence across user logout/login during generation
Type: Session Management
Rationale: Long-running processes may span multiple user sessions
Priority: P3

Test Case 015: Failed Bill Retry Validation and Resolution

Test Case Metadata

Test Case ID: BX01US03_TC_015
Title: Verify retry functionality validates issue resolution before allowing bill regeneration attempts
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Validation
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Negative, Bill-Generation, Retry-Logic, Validation, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Validation-Service, Error-Resolution, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 12 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Validation Service, Retry Engine, CxServices, Error Management
Code_Module_Mapped: CX-Web, Retry-Validation, Error-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, User-Acceptance]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-15, Retry validation logic, Error resolution workflow
Related_Bugs: N/A
Related_Test_Cases: AC13_TC_017, AC14_TC_019

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Validation Service, Retry Engine, CxServices, Error Management Service
Performance_Baseline: < 3 seconds retry validation, < 5 seconds retry processing
Data_Requirements: Failed bills with different error types for retry testing

Prerequisites

Setup_Requirements: Failed bills available, retry functionality enabled, error resolution tools accessible
User_Roles_Permissions: Billing Administrator with retry and error resolution permissions
Test_Data: Failed bills with ERR-4001, ERR-4002, ERR-4003 errors
Prior_Test_Cases: AC13_TC_017 must pass (error messages available)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Identify failed bill with ERR-4001 (missing tariff)	Failed bill displayed in failed bills list	Consumer: "Test Consumer", Error: ERR-4001	Retry validation setup
2	Attempt retry without resolving issue	Click retry button while error condition persists	Retry attempted on unresolved issue	Unresolved retry attempt
3	Verify retry validation failure	System validates issue still exists, retry fails	Same ERR-4001 error returned	Retry validation enforcement
4	Check retry failure message	Clear message: "Cannot retry: Original error condition still exists"	Retry failure feedback	Validation feedback clarity
5	Resolve underlying tariff issue	Assign missing tariff to consumer's plan	Tariff: "Standard Water Tariff 2025" assigned	Issue resolution completion
6	Attempt retry after resolution	Click retry button after issue resolution	Retry validation passes	Resolved retry attempt
7	Verify successful bill generation	Previously failed bill generates successfully	Bill status: "Generated"	Retry success validation
8	Test partial resolution scenario	Resolve tariff but create reading issue	Fix tariff, corrupt reading data	Partial resolution testing
9	Attempt retry with partial resolution	Retry with only partial issue resolution	New error: ERR-4002 "Invalid reading data"	Partial resolution handling
10	Verify new error detection	System detects new error type during retry	Different error code displayed	New error identification
11	Test multiple issue resolution	Fix all issues (tariff and reading)	Complete issue resolution	Complete resolution testing
12	Verify complete successful retry	Retry succeeds after all issues resolved	Bill generates successfully	Complete resolution validation
13	Test retry audit logging	Check retry attempts logged with outcomes	Audit log: retry attempts, outcomes, timestamps	Retry audit trail
14	Test bulk retry validation	Select multiple failed bills, attempt bulk retry	Mixed results based on resolution status	Bulk retry validation
15	Verify retry attempt limits	Check if system limits retry attempts per bill	Retry attempt tracking and limits	Retry attempt management

Verification Points

Primary_Verification: Retry functionality properly validates issue resolution before allowing bill regeneration
Secondary_Verifications: Clear feedback for retry failures, audit logging functional, bulk retry handles mixed scenarios
Negative_Verification: Cannot successfully retry unresolved bills, validation cannot be bypassed

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual retry validation behavior and resolution workflow]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC13_TC_017
Blocked_Tests: TC_016
Parallel_Tests: AC14_TC_019
Sequential_Tests: TC_016

Additional Information

Notes: Critical for preventing futile retry attempts and ensuring proper error resolution
Edge_Cases: Concurrent issue resolution, resolution during retry attempt, system failures during retry
Risk_Areas: Validation accuracy, retry logic integrity, error state management
Security_Considerations: Ensure retry operations maintain proper audit trails

Missing Scenarios Identified

Scenario_1: Automated retry scheduling after issue resolution
Type: Automation
Rationale: System could automatically retry bills when issues are resolved
Priority: P3
Scenario_2: Retry success rate analytics and reporting
Type: Analytics
Rationale: Business needs visibility into retry effectiveness
Priority: P4

Test Case 016: Comprehensive Bill Generation Activity Logging

Test Case Metadata

Test Case ID: BX01US03_TC_016
Title: Verify comprehensive logging of all bill generation activities with accurate timestamps and detailed audit trail
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Audit
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Bill-Generation, Logging, Audit-Trail, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Engineering, Report-Module-Coverage, Report-Security-Validation, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-Medium, Integration-Logging-Service, Activity-Tracking, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 12 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Logging Service, Audit Trail Service, CxServices, Billing Engine
Code_Module_Mapped: CX-Web, Logging-Service, Audit-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, Security-Validation]
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-12, Activity Logging Rules, Timestamp Requirements, Audit Trail Standards
Related_Bugs: N/A
Related_Test_Cases: AC11_TC_014, AC13_TC_017

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Logging Service, Audit Trail Service, CxServices, System clock synchronization
Performance_Baseline: < 1 second log entry creation, < 3 seconds log retrieval
Data_Requirements: Active billing cycle ready for bill generation

Prerequisites

Setup_Requirements: Logging service enabled, audit trail configured, system time synchronized
User_Roles_Permissions: Billing Administrator with bill generation and log access permissions
Test_Data: Prepared billing cycle for generation testing
Prior_Test_Cases: AC10_TC_013 must pass (meter reading management completed)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 4: Bill Generation	Bill Generation page loads with empty log section	N/A	AC-12: Initial log state
2	Verify "Generation Log" section visibility	Log section shows "No log entries yet" initially	Empty log state	AC-12: Log section presence
3	Click "Start Bill Generation" button	Initial log entry created with start timestamp	Log entry: "[HH:MM:SS] Bill generation started by [User]"	AC-12: Process initiation logging
4	Verify timestamp format accuracy	Timestamp shows current system time in HH:MM:SS format	Timestamp matches system clock	AC-12: Timestamp format validation
5	Monitor processing stage logging	Processing stages logged with specific details	Log: "[HH:MM:SS] Processing consumer batch 1-100"	AC-12: Stage-specific logging
6	Check user identification in logs	Each log entry includes user identifier	User: Billing Administrator ID	AC-12: User attribution
7	Verify error logging for failed bills	Errors logged with specific consumer and error details	Log: "[HH:MM:SS] Error: Missing tariff for consumer AC-123"	AC-12: Error detail logging
8	Check success logging for generated bills	Successful operations logged with consumer details	Log: "[HH:MM:SS] Bill generated successfully for consumer AC-456"	AC-12: Success activity logging
9	Monitor batch processing logs	Large consumer batches logged with batch information	Log: "[HH:MM:SS] Completed batch 3 of 25 (consumers 201-300)"	AC-12: Batch progress logging
10	Verify completion logging with summary	Process completion logged with comprehensive summary	Log: "[HH:MM:SS] Bill generation completed. 2497 successful, 3 failed, Duration: 5:23"	AC-12: Completion summary logging
11	Test log persistence across page refresh	Refresh page, verify logs remain available	All log entries preserved	AC-12: Log persistence
12	Check log export capability	Click export/download logs option	Logs exported to file (CSV/TXT format)	AC-12: Log export functionality
13	Verify log search functionality	Search logs for specific consumer or error code	Search results filtered correctly	AC-12: Log searchability
14	Test log filtering by timestamp	Filter logs by time range	Shows only logs within specified timeframe	AC-12: Temporal log filtering
15	Check log retention across sessions	Logout and login, verify log availability	Historical logs accessible	AC-12: Cross-session persistence
16	Verify audit trail integration	Logs integrated with system audit trail	Billing activities appear in audit reports	AC-12: Audit trail integration
17	Test log security and permissions	Verify only authorized users can access logs	Access control enforced	AC-12: Log access security

Verification Points

Primary_Verification: All bill generation activities comprehensively logged with accurate timestamps
Secondary_Verifications: Log entries include sufficient detail, logs persist across sessions, export functionality operational
Negative_Verification: No missing log entries for significant activities, no timestamp inaccuracies, no unauthorized log access

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual logging behavior and timestamp accuracy]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC10_TC_013
Blocked_Tests: AC13_TC_017, AC14_TC_019
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC13_TC_017

Additional Information

Notes: Essential for compliance, troubleshooting, and audit requirements
Edge_Cases: System clock changes during generation, very long generation processes, log storage limits
Risk_Areas: Timestamp accuracy, log storage capacity, performance impact of logging
Security_Considerations: Ensure logs don't contain sensitive data, access controls maintained

Missing Scenarios Identified

Scenario_1: Log rotation and archival policies for long-term storage
Type: Data Management
Rationale: Large volumes of logs need managed retention policies
Priority: P3
Scenario_2: Real-time log monitoring and alerting for critical errors
Type: Monitoring
Rationale: Critical billing errors need immediate notification
Priority: P2

Test Case 017: Failed Bill Error Reporting and Code Management

Test Case Metadata

Test Case ID: BX01US03_TC_017
Title: Verify detailed error messages and specific error codes for failed bill generation with resolution guidance
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Error-Handling
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Negative, Bill-Generation, Error-Handling, Error-Codes, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Engineering, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Error-Management, Diagnostic-Tools, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 14 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Error Management Service, Billing Engine, CxServices
Code_Module_Mapped: CX-Web, Error-Handling, Bill-Generation
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, User-Acceptance]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-13, Error Code Standards, Error Message Guidelines, Resolution Workflow
Related_Bugs: N/A
Related_Test_Cases: AC12_TC_016, AC14_TC_019

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Error Management Service, Billing Engine, CxServices, Test data with known failure conditions
Performance_Baseline: < 2 seconds error processing, < 1 second error display
Data_Requirements: Consumers with missing tariffs, invalid readings, missing plans for error testing

Prerequisites

Setup_Requirements: Error management system enabled, test consumers with various failure conditions
User_Roles_Permissions: Billing Administrator with error viewing and resolution permissions
Test_Data: Consumers: AC-2025-001 (missing tariff), AC-2025-002 (invalid reading), AC-2025-003 (missing plan)
Prior_Test_Cases: AC12_TC_016 must pass (bill generation logging working)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Complete bill generation with prepared failure conditions	Generation completes with some failed bills	Test consumers with missing data	AC-13: Error condition setup
2	Verify "Failed Bills" section appears	Section displays after generation if failures exist	Failed Bills section visible	AC-13: Failed bills section display
3	Check failed bills table structure	Table shows columns: Consumer, Account No, Error Code, Error Message, Action	Complete table structure	AC-13: Error display format
4	Verify ERR-4001 error code display	Missing tariff error shows standard code format	Consumer: AC-2025-001, Error Code: "ERR-4001" in blue background	AC-13: Error code format
5	Check ERR-4001 error message detail	Message provides specific actionable information	Error Message: "Missing tariff configuration for Water service"	AC-13: Error message specificity
6	Verify ERR-4002 error code display	Invalid reading error shows distinct code	Consumer: AC-2025-002, Error Code: "ERR-4002"	AC-13: Error code uniqueness
7	Check ERR-4002 error message detail	Message explains specific data issue	Error Message: "Invalid reading data - current reading less than previous reading"	AC-13: Data-specific messaging
8	Verify ERR-4003 error code display	Missing plan error shows appropriate code	Consumer: AC-2025-003, Error Code: "ERR-4003"	AC-13: Plan-related error coding
9	Check ERR-4003 error message detail	Message identifies missing plan requirement	Error Message: "Missing consumer plan assignment for billing calculation"	AC-13: Plan error messaging
10	Verify consumer identification accuracy	Failed bills show correct consumer name and account	Consumer names and account numbers match test data	AC-13: Consumer identification
11	Check error code consistency	Same error types across different consumers use same codes	All missing tariff errors show ERR-4001	AC-13: Error code standardization
12	Verify retry action availability	Each failed bill shows retry button/icon	Retry icon visible for each failed bill	AC-13: Resolution action availability
13	Test error code documentation	Click on error code or help icon for details	Error code documentation/help displayed	AC-13: Error code reference
14	Check error message actionability	Error messages suggest specific resolution steps	Messages indicate what data needs to be fixed	AC-13: Resolution guidance
15	Verify error categorization	Errors grouped by type (data, configuration, validation)	Visual or logical grouping of error types	AC-13: Error categorization
16	Test error search functionality	Search failed bills by error code or consumer	Search returns relevant results	AC-13: Error searchability
17	Check error export capability	Export failed bills list with error details	Failed bills exported with complete error information	AC-13: Error reporting export
18	Verify error trend analysis	Multiple failed bills of same type identified	System highlights patterns in failures	AC-13: Error pattern recognition

Verification Points

Primary_Verification: Failed bills display detailed error codes (ERR-4001, ERR-4002, ERR-4003) with specific actionable messages
Secondary_Verifications: Error codes are consistent and standardized, consumer identification accurate, retry options available
Negative_Verification: No generic error messages, no missing error codes, no incorrect consumer attribution

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual error reporting and code accuracy]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC12_TC_016
Blocked_Tests: AC14_TC_019, AC15_TC_020
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC14_TC_019

Additional Information

Notes: Critical for efficient error resolution and system maintainability
Edge_Cases: Multiple error types per consumer, new error types, error code exhaustion
Risk_Areas: Error code consistency, message clarity, resolution guidance accuracy
Security_Considerations: Ensure error messages don't expose sensitive system information

Missing Scenarios Identified

Scenario_1: Error code hierarchy and escalation for complex failures
Type: Error Management
Rationale: Complex billing failures may require escalated error handling
Priority: P3
Scenario_2: Error message localization for multi-language environments
Type: Internationalization
Rationale: Error messages may need translation for global deployments
Priority: P4

Test Case 018: Bill Approval Checklist Item Validation

Test Case Metadata

Test Case ID: BX01US03_TC_018
Title: Verify individual checklist item validation and specific requirement enforcement for bill approval
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Validation
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Bill-Approval, Validation, Compliance, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Compliance, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Compliance-Service, Approval-Validation, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 14 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Compliance Service, Validation Engine, CxServices
Code_Module_Mapped: CX-Web, Approval-Validation, Compliance-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Compliance, User-Acceptance]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-18, AC-19, Individual checklist validation rules, Compliance requirements
Related_Bugs: N/A
Related_Test_Cases: AC18_TC_025, AC19_TC_027

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Compliance Service, Validation Engine, CxServices
Performance_Baseline: < 1 second validation check per item, < 2 seconds overall validation
Data_Requirements: Completed billing summary ready for approval testing

Prerequisites

Setup_Requirements: Billing approval workflow enabled, compliance validation configured
User_Roles_Permissions: Billing Administrator with approval authority
Test_Data: Completed billing cycle ready for approval validation
Prior_Test_Cases: AC16_TC_022 must pass (billing summary completed)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 6: Approve	Bill approval page loads with 7 verification items	N/A	Checklist validation testing
2	Verify Data Verification Consent requirement	Item requires confirmation of data review completeness	Item 1: Data accuracy verification	Individual item validation
3	Check Bill Calculation Consent specificity	Item requires tariff methodology validation confirmation	Item 2: Calculation methodology verification	Calculation validation requirement
4	Verify Communication Consent channels	Item specifies email, SMS, in-app notification channels	Item 3: Multi-channel communication authorization	Communication channel validation
5	Check Auto-Pay Authorization scope	Item applies only to consumers with auto-pay enabled	Item 4: Auto-pay specific authorization	Auto-pay scope validation
6	Verify Consumer Data Reviewed anomalies	Item requires anomaly investigation confirmation	Item 5: High/low/zero consumption review	Anomaly review requirement
7	Check Bill Distribution Approval channels	Item specifies email, print, SMS distribution channels	Item 6: Multi-channel distribution approval	Distribution channel validation
8	Verify Billing Process Completion finality	Item confirms understanding of finalization impact	Item 7: Process completion with finality warning	Finality understanding requirement
9	Test individual item help/documentation	Click help icon for each item, verify guidance	Help text for each verification item	Item-specific guidance
10	Check item dependency validation	Verify if certain items depend on others	Sequential or independent item validation	Item dependency checking
11	Test item-specific validation messages	Different validation messages for different unchecked items	Item-specific validation feedback	Granular validation messaging
12	Verify checkbox visual states	Clear visual distinction between checked/unchecked states	Visual state differentiation	Checkbox state clarity
13	Test item persistence across sessions	Logout/login, verify checklist state maintained	Cross-session state persistence	State management validation
14	Check item completion tracking	System tracks which specific items completed by whom	Individual item audit trail	Item-level audit tracking
15	Test accessibility compliance	Verify checklist items accessible via keyboard navigation	Keyboard accessibility support	Accessibility validation

Verification Points

Primary_Verification: Each checklist item has specific validation requirements and clear purpose
Secondary_Verifications: Item-specific help available, visual states clear, accessibility supported
Negative_Verification: Cannot bypass individual item requirements, no ambiguous validation messages

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual individual item validation behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC16_TC_022
Blocked_Tests: AC19_TC_027
Parallel_Tests: AC18_TC_025
Sequential_Tests: TC_019

Additional Information

Notes: Critical for ensuring thorough approval process and compliance adherence
Edge_Cases: Very rapid checkbox clicking, browser refresh during completion, concurrent approval attempts
Risk_Areas: Validation specificity, compliance requirements, audit trail completeness
Security_Considerations: Ensure checklist completion cannot be manipulated or bypassed

Missing Scenarios Identified

Scenario_1: Conditional checklist items based on billing cycle characteristics
Type: Dynamic Validation
Rationale: Different cycle types may require different verification items
Priority: P3
Scenario_2: Checklist item completion delegation for large organizations
Type: Workflow
Rationale: Different approval items may be completed by different team members
Priority: P4

Test Case 019: Failed Bills Filtering and Review Capabilities

Test Case Metadata

Test Case ID: BX01US03_TC_019
Title: Verify comprehensive filtering and review capabilities for failed bills by error type with advanced search options
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Data-Analysis
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Bill-Generation, Filtering, Error-Analysis, MOD-BillGeneration, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Engineering, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-Medium, Business-High, Revenue-Impact-High, Integration-Filter-Service, Data-Analysis, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 12 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Filter Service, Search Engine, CxServices
Code_Module_Mapped: CX-Web, Filtering-Service, Search-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, User-Acceptance]
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-14, Filtering Logic, Search Capabilities, Error Type Classification
Related_Bugs: N/A
Related_Test_Cases: AC13_TC_017, AC15_TC_020

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Filter Service, Search Engine, CxServices, Failed bills data with multiple error types
Performance_Baseline: < 2 seconds filter application, < 3 seconds search results
Data_Requirements: Failed bills with various error types (ERR-4001, ERR-4002, ERR-4003) for filtering testing

Prerequisites

Setup_Requirements: Failed bills available with multiple error types, filtering system enabled
User_Roles_Permissions: Billing Administrator with failed bill analysis permissions
Test_Data: Failed bills: 5 ERR-4001 (missing tariff), 3 ERR-4002 (invalid reading), 2 ERR-4003 (missing plan)
Prior_Test_Cases: AC13_TC_017 must pass (failed bills with error codes available)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access failed bills list with multiple error types	Failed bills table displays all failures with mixed error types	Total: 10 failed bills with various error codes	AC-14: Failed bills list access
2	Locate filter controls	Filter dropdown or controls visible above failed bills table	Filter dropdown labeled "Filter by Error Type"	AC-14: Filter control availability
3	Check filter options availability	Filter dropdown shows error type options	Options: "All", "Missing Tariff (ERR-4001)", "Invalid Reading (ERR-4002)", "Missing Plan (ERR-4003)"	AC-14: Filter option completeness
4	Verify filter option counts	Each filter option shows count of bills with that error type	"Missing Tariff (5)", "Invalid Reading (3)", "Missing Plan (2)"	AC-14: Filter count accuracy
5	Apply "Missing Tariff" filter	Table filters to show only ERR-4001 errors	Table shows 5 bills, all with ERR-4001 error code	AC-14: Tariff error filtering
6	Verify filtered results accuracy	All displayed bills have missing tariff error code	Error codes: All show "ERR-4001"	AC-14: Filter result accuracy
7	Apply "Invalid Reading" filter	Table filters to show only ERR-4002 errors	Table shows 3 bills, all with ERR-4002 error code	AC-14: Reading error filtering
8	Check filtered bill details	Filtered bills show appropriate error messages	Error messages all relate to invalid reading data	AC-14: Filter content consistency
9	Apply "Missing Plan" filter	Table filters to show only ERR-4003 errors	Table shows 2 bills, all with ERR-4003 error code	AC-14: Plan error filtering
10	Test "All" filter reset	Select "All" to show all failed bills	Table displays all 10 failed bills	AC-14: Filter reset functionality
11	Test search within filtered results	Apply filter, then search for specific consumer name	Search works within filtered dataset	Search: "John Smith" within ERR-4001 filter
12	Verify search highlighting	Search results highlight matching terms	Searched consumer name highlighted in results	AC-14: Search result highlighting
13	Test advanced search by account number	Search for specific account number across all errors	Returns bills matching account number regardless of error type	Account: "1029384"
14	Check export filtered results functionality	Export only filtered bills (e.g., only missing tariff errors)	Export contains only bills matching current filter	Export: ERR-4001 bills only
15	Test filter persistence	Apply filter, navigate away, return to page	Filter settings maintained across navigation	Filter state preserved
16	Verify bulk actions on filtered results	Select all filtered bills, perform bulk action	Bulk actions apply only to filtered results	Bulk retry on filtered bills
17	Test filter performance with large datasets	Apply filters on large failed bill list (100+ items)	Filtering remains responsive and accurate	Performance test with large dataset

Verification Points

Primary_Verification: Failed bills can be effectively filtered by error type with accurate results
Secondary_Verifications: Filter counts accurate, search works within filtered results, export includes only filtered data
Negative_Verification: Filters don't show incorrect error types, search doesn't break filtering, no performance degradation

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual filtering and search behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC13_TC_017
Blocked_Tests: AC15_TC_020
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC15_TC_020

Additional Information

Notes: Important for efficient error analysis and resolution prioritization
Edge_Cases: No failed bills, single error type only, very large failed bill lists
Risk_Areas: Filter performance, search accuracy, state management
Security_Considerations: Ensure filtered data access respects user permissions

Missing Scenarios Identified

Scenario_1: Advanced filtering with multiple criteria combinations
Type: Advanced Filtering
Rationale: Users may need complex filter combinations for detailed analysis
Priority: P3
Scenario_2: Filter saved presets for common error analysis patterns
Type: User Experience
Rationale: Frequent error analysis workflows benefit from saved filter configurations
Priority: P4

Test Case 020: Failed Bill Retry Functionality and Resolution Workflow

Test Case Metadata

Test Case ID: BX01US03_TC_020
Title: Verify comprehensive retry functionality for failed bills after resolving underlying issues with validation and error handling
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Workflow
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Bill-Generation, Retry-Logic, Error-Resolution, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Report-Performance-Metrics, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Retry-Service, Resolution-Workflow, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 16 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Retry Service, Billing Engine, CxServices, Validation Engine
Code_Module_Mapped: CX-Web, Retry-Management, Bill-Generation
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, User-Acceptance, Performance-Metrics]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-15, Retry Logic, Validation Workflow, Error Resolution Process
Related_Bugs: N/A
Related_Test_Cases: AC14_TC_019, AC16_TC_022

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Retry Service, Billing Engine, Validation Engine, CxServices, Plan/Tariff management
Performance_Baseline: < 3 seconds retry processing, < 5 seconds validation
Data_Requirements: Failed bills with resolvable issues, plan and tariff data for resolution

Prerequisites

Setup_Requirements: Failed bills available, retry functionality enabled, resolution tools accessible
User_Roles_Permissions: Billing Administrator with bill retry and data correction permissions
Test_Data: Failed bill with ERR-4001 (missing tariff), Plan/tariff data for resolution
Prior_Test_Cases: AC14_TC_019 must pass (failed bills filtering available)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Identify failed bill with ERR-4001 error	Failed bill with missing tariff error displayed	Consumer: "Test Consumer", Error: ERR-4001 "Missing tariff configuration"	AC-15: Error identification
2	Navigate to plan/tariff management section	Access plan management from failed bills interface	Direct link or navigation to plan management	AC-15: Resolution access
3	Locate consumer's plan in plan management	Find plan associated with failed consumer	Plan: "Residential Water Standard"	AC-15: Plan identification
4	Assign missing tariff to consumer's plan	Complete tariff assignment for consumer's plan	Assign: "Standard Water Tariff 2025"	AC-15: Issue resolution
5	Return to failed bills section	Navigate back to bill generation failures	Failed bills list redisplayed	AC-15: Return to retry interface
6	Verify retry action availability	Retry button/icon visible for resolved consumer	Retry icon active for resolved bill	AC-15: Retry action availability
7	Click individual retry for resolved bill	Individual retry initiates for specific failed bill	Click retry icon for resolved consumer	AC-15: Individual retry initiation
8	Monitor retry processing	Retry process displays progress and outcome	Progress indicator during retry	AC-15: Retry progress monitoring
9	Verify successful bill generation	Previously failed bill generates successfully	Bill status changes from "Failed" to "Generated"	AC-15: Retry success validation
10	Check failed bills list update	Resolved consumer removed from failed bills list	Consumer no longer appears in failed bills	AC-15: List maintenance
11	Verify generation summary update	Success count increases, failed count decreases in summary	Statistics: Success +1, Failed -1	AC-15: Summary statistics update
12	Test retry without issue resolution	Attempt retry on unresolved failed bill	Same error returned, retry fails	AC-15: Unresolved retry validation
13	Check error persistence for unresolved issues	Unresolved bill returns same error code and message	Error: ERR-4001 "Missing tariff configuration"	AC-15: Error persistence
14	Resolve multiple issues and test bulk retry	Fix multiple failed bills, select for bulk retry	Multiple issues resolved	AC-15: Bulk retry preparation
15	Execute bulk retry operation	Select multiple resolved bills, click "Retry Selected"	Multiple bills retry simultaneously	AC-15: Bulk retry execution
16	Verify bulk retry results	All resolved bills succeed, unresolved bills fail with same errors	Mixed results based on resolution status	AC-15: Bulk retry validation
17	Test retry error handling	Simulate retry failure (service unavailable, data corruption)	Appropriate error message, no partial state	AC-15: Retry error handling
18	Verify retry audit trail	Check that retry actions are logged for audit purposes	Retry attempts logged with user and timestamp	AC-15: Audit trail maintenance
19	Test retry performance with large batch	Retry large number of failed bills simultaneously	Retry process completes within acceptable time	AC-15: Performance validation

Verification Points

Primary_Verification: Retry functionality successfully processes previously failed bills after issue resolution
Secondary_Verifications: Unresolved bills appropriately fail retry with same errors, statistics update correctly
Negative_Verification: Cannot successfully retry unresolved bills, no data corruption during retry failures

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual retry functionality and resolution workflow]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC14_TC_019
Blocked_Tests: AC16_TC_022
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC16_TC_022

Additional Information

Notes: Critical for billing completion and revenue recovery from failed bills
Edge_Cases: Concurrent retries, data changes during retry, service failures during retry
Risk_Areas: Data integrity during retry, retry logic accuracy, performance with large retry batches
Security_Considerations: Ensure retry operations maintain audit trail and user accountability

Missing Scenarios Identified

Scenario_1: Automated retry scheduling for resolved issues
Type: Automation
Rationale: System could automatically retry bills when underlying issues are resolved
Priority: P3
Scenario_2: Retry impact analysis and revenue recovery tracking
Type: Analytics
Rationale: Business needs visibility into retry success rates and recovered revenue
Priority: P4

Test Case 021: Consumer Data Export and Import Validation

Test Case Metadata

Test Case ID: BX01US03_TC_021
Title: Verify consumer data export and import functionality maintains data integrity and supports business workflows
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Data-Management
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Consumer-Data, Data-Management, Import-Export, MOD-BillGeneration, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Data-Service, Data-Operations, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 16 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 90%
Integration_Points: Data Service, Export Service, Import Service, CxServices
Code_Module_Mapped: CX-Web, Data-Management, Import-Export-Service
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, User-Acceptance]
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: Data export/import requirements, Data integrity standards, File format specifications
Related_Bugs: N/A
Related_Test_Cases: AC4_TC_005, MISSING_TC_034

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Data Service, Export Service, Import Service, CxServices, File handling capabilities
Performance_Baseline: < 10 seconds export for 1000 records, < 15 seconds import validation
Data_Requirements: Consumer data for export testing, sample import files

Prerequisites

Setup_Requirements: Import/export functionality enabled, file handling configured
User_Roles_Permissions: Billing Administrator with data management permissions
Test_Data: Consumer dataset with 2590 consumers, sample CSV import file
Prior_Test_Cases: AC4_TC_005 must pass (consumer data available)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 2: Consumer Data, Consumer List	Consumer list displays with export option	2590 consumers visible	Consumer data export access
2	Locate export functionality	"Export Consumer Data" button visible	Export button present	Export option availability
3	Click export consumer data	Export process initiates with format options	Format options: CSV, Excel	Export format selection
4	Select CSV format and export	CSV file downloads with consumer data	File: "Consumer_Data_[Date].csv"	CSV export execution
5	Verify CSV export content	File contains all consumer fields with proper formatting	Account, Name, Category, Service, Status, Plan columns	Export content validation
6	Check export data completeness	All 2590 consumers included in export	Row count: 2590 + header	Export completeness verification
7	Test filtered export	Apply category filter, export filtered data	Filter: "Commercial" only	Filtered export functionality
8	Verify filtered export accuracy	Export contains only filtered consumers	Only commercial consumers in file	Filter export validation
9	Test Excel format export	Export same data in Excel format	File: "Consumer_Data_[Date].xlsx"	Excel export functionality
10	Verify Excel formatting	Excel file opens correctly with proper formatting	Excel workbook with formatted data	Excel format validation
11	Test import functionality access	Locate "Import Consumer Data" option	Import button/option available	Import functionality access
12	Prepare sample import file	Create CSV with sample consumer modifications	Modified consumer data in CSV format	Import data preparation
13	Execute import operation	Upload CSV file through import interface	Import process initiated	Import execution
14	Verify import validation	System validates imported data format and content	Validation messages for data quality	Import validation process
15	Check import conflict resolution	Handle conflicts with existing consumer data	Conflict resolution options provided	Import conflict handling
16	Verify import audit trail	Import operation logged with details	Audit log: imported records, changes, user	Import audit tracking

Verification Points

Primary_Verification: Consumer data export and import functionality maintains data integrity and supports proper business workflows
Secondary_Verifications: Multiple formats supported, filtering works for export, import validation comprehensive
Negative_Verification: No data corruption during export/import, no unauthorized data access, no validation bypass

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual export/import functionality and data integrity]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC4_TC_005
Blocked_Tests: None
Parallel_Tests: MISSING_TC_034
Sequential_Tests: TC_022

Additional Information

Notes: Important for data management and external system integration
Edge_Cases: Very large datasets, special characters in data, concurrent import/export operations
Risk_Areas: Data integrity during transfer, file format compatibility, performance with large datasets
Security_Considerations: Ensure export/import respects user permissions and data privacy

Missing Scenarios Identified

Scenario_1: Automated data synchronization with external systems
Type: Integration
Rationale: Regular data sync may be needed with CRM or billing systems
Priority: P3
Scenario_2: Data transformation during import/export
Type: Data Processing
Rationale: Data may need format conversion for different systems
Priority: P4

Test Case 022: Comprehensive Billing Summary Analytics and Metrics

Test Case Metadata

Test Case ID: BX01US03_TC_022
Title: Verify comprehensive billing summary displays all key metrics with accurate cycle comparisons and financial analysis
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Analytics
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Billing-Summary, Analytics, Financial-Metrics, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Customer-Segment-Analysis, Report-Revenue-Impact-Tracking, Report-Executive-Visibility, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-Analytics-Engine, Financial-Analysis, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 18 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 95%
Integration_Points: Analytics Engine, Financial Service, CxServices, Billing Engine
Code_Module_Mapped: CX-Web, Billing-Analytics, Financial-Reporting
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: [Quality-Dashboard, Customer-Segment-Analysis, Revenue-Impact-Tracking, Executive-Visibility]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-16, Billing Summary Rules, Financial Calculation Logic, Cycle Comparison Formulas
Related_Bugs: N/A
Related_Test_Cases: AC11_TC_014, AC17_TC_024

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Analytics Engine, Financial Service, CxServices, Previous billing cycle data
Performance_Baseline: < 3 seconds summary loading, < 5 seconds calculations
Data_Requirements: Completed billing cycle with 12,497 generated bills, 3 failed bills, financial data

Prerequisites

Setup_Requirements: Bill generation completed, financial data calculated, previous cycle data available
User_Roles_Permissions: Billing Administrator with billing summary access
Test_Data: Bills Generated: 12,497 (+1.6%), Bills Failed: 3 (0.02%), Financial totals as per sample data
Prior_Test_Cases: AC11_TC_014 must pass (bill generation completed)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 5: Billing Summary from completed generation	Billing Summary page loads with comprehensive metrics	N/A	AC-16: Summary step access
2	Verify page header and service filter	Shows "Billing Summary - Summary of the bills generated for the billing cycle" with "All Services" dropdown	Service filter: "All Services"	AC-16: Page header and filtering
3	Check "Bills Generated" section	Shows successful bills count with percentage and comparison	Current: 12,497 (+1.6%), This cycle: 99.98% of total, Previous: 12,300 (99.60%)	AC-16: Bills generated metrics
4	Verify bills generated calculation accuracy	Percentage = (current generated / total attempted) * 100	Mathematical verification	AC-16: Generation percentage accuracy
5	Check "Bills Not Generated" section	Shows failed bills count with percentage and comparison	Current: 3 (0.02%), Previous: 50 (-0.40%), Reason: "Often due to missing readings/tariffs"	AC-16: Failed bills analysis
6	Verify "Bill Types" section	Shows actual vs estimated bills breakdown	Actual Bills: 92.0% (11,500), Estimated Bills: 8.0% (997), Last cycle comparison	AC-16: Bill type distribution
7	Check actual vs estimated calculations	Verify percentages sum to 100% and counts match totals	Actual + Estimated = Total Bills	AC-16: Bill type accuracy
8	Verify "Consumption Distribution" section	Shows consumption pattern analysis with cycle comparison	Total: 5,782,455 kWh (+2.3% from last cycle), Last: 5,654,321 kWh	AC-16: Consumption analytics
9	Check consumption categories	Verify high, low, zero consumption counts with trends	High: 567 (+7.0% vs last), Low: 324 (+11.7% vs last), Zero: 78 (-17.9% vs last)	AC-16: Consumption categorization
10	Verify "Financial Summary" section	Shows comprehensive financial metrics with comparisons	Total Consumption: 5,782,455 kWh (+2.3%), Total Billed: $8,750,000 (+2.9%)	AC-16: Financial totals
11	Check service charges analysis	Shows service charges with trend analysis	Service Charges: $1,250,000 (+4.2%), Last: $1,200,000	AC-16: Service charge tracking
12	Verify outstanding amount tracking	Shows outstanding balance with trend	Outstanding: $3,750,000 (+7.1%), Last: $3,500,000	AC-16: Outstanding balance analysis
13	Check late payments section	Shows late payment analysis	Late Payments: 218 bills, Late Amount: $184,250, Previous: 350 bills, $222,550	AC-16: Late payment tracking
14	Verify all percentage change calculations	All percentage changes use formula: (current - previous) / previous * 100	Formula verification across all metrics	AC-16: Change calculation accuracy
15	Test service filter functionality	Change filter to specific service, verify metrics update	Filter: "Water" service only	AC-16: Service filtering
16	Check filtered metrics accuracy	Verify all metrics recalculate for selected service only	Water-specific totals and percentages	AC-16: Filter calculation accuracy
17	Return to "All Services" view	Verify summary returns to comprehensive view	Complete summary restored	AC-16: Filter reset functionality
18	Test export functionality	Click "Export Summary" button, verify download	Summary report downloaded	AC-16: Export capability

Verification Points

Primary_Verification: Billing summary displays comprehensive metrics with accurate cycle comparisons and financial analysis
Secondary_Verifications: All percentage calculations accurate, service filtering works correctly, export functionality operational
Negative_Verification: No calculation errors, no missing metrics, no data inconsistencies between sections

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual summary metrics and calculation accuracy]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC11_TC_014
Blocked_Tests: AC18_TC_025, AC19_TC_027
Parallel_Tests: AC17_TC_024 (similar analytics pattern)
Sequential_Tests: AC18_TC_025

Additional Information

Notes: Critical for business decision-making and billing cycle performance evaluation
Edge_Cases: Zero generated bills, 100% failure rate, missing previous cycle data
Risk_Areas: Calculation accuracy, performance with large datasets, data synchronization
Security_Considerations: Ensure financial data access respects user permissions and audit requirements

Missing Scenarios Identified

Scenario_1: Historical billing summary comparison across multiple cycles
Type: Historical Analysis
Rationale: Business users need trend analysis across multiple billing periods
Priority: P2
Scenario_2: Billing summary drill-down capability for detailed analysis
Type: Detail Navigation
Rationale: Users need to investigate specific metrics in detail
Priority: P3

Test Case 023: Service Filter Cross-Module Consistency

Test Case Metadata

Test Case ID: BX01US03_TC_023
Title: Verify service filtering functionality works consistently across all billing workflow modules with proper state management
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Integration
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Service-Filtering, Cross-Module, State-Management, Integration, MOD-BillGeneration, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Report-Integration-Testing, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Filter-Service, Filter-Consistency, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 14 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 90%
Integration_Points: Filter Service, State Management, CxServices, Cross-Module Communication
Code_Module_Mapped: CX-Web, Filter-Management, State-Service, Cross-Module-Integration
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, User-Acceptance, Integration-Testing]
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: Service filtering requirements, Cross-module consistency, State management, Filter persistence
Related_Bugs: N/A
Related_Test_Cases: AC16_TC_022, AC4_TC_005

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Filter Service, State Management, CxServices, Multi-service billing data
Performance_Baseline: < 2 seconds filter application, < 1 second cross-module synchronization
Data_Requirements: Multi-service billing cycle with Water, Electricity, and Gas services

Prerequisites

Setup_Requirements: Multi-service billing cycle configured, filter functionality enabled across all modules
User_Roles_Permissions: Billing Administrator with full workflow access
Test_Data: Billing cycle with mixed services: Water (1500 consumers), Electricity (800 consumers), Gas (290 consumers)
Prior_Test_Cases: AC4_TC_005 must pass (consumer data available)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 2: Consumer Data with multi-service cycle	Consumer breakdown shows all services with counts	Services: Water (1500), Electricity (800), Gas (290)	Multi-service data verification
2	Verify default "All Services" filter state	All services displayed, no filtering applied initially	Filter state: "All Services" selected	Default filter state validation
3	Apply Water service filter in Step 2	Consumer data filters to show only Water consumers	Filter: "Water" selected, showing 1500 consumers	Service filtering in consumer module
4	Navigate to Step 3: Meter Readings	Filter state maintained, shows only Water meters and statistics	Water meters: consistent with consumer count	Cross-module filter persistence
5	Verify meter statistics reflect filter	Total meters, readings collected, etc. show Water-only data	Statistics filtered for Water service only	Filtered statistics accuracy
6	Navigate to Step 5: Billing Summary	Filter maintained, summary shows Water service data only	Water service financial summary	Filter persistence in summary
7	Check billing summary filter consistency	All metrics (bills generated, consumption, revenue) reflect Water filter	Water-specific billing metrics displayed	Summary filter consistency
8	Change filter to Electricity in Step 5	Filter updates to Electricity, all data recalculates	Filter: "Electricity" service selected	Filter change functionality
9	Verify summary data recalculation	All summary metrics update to Electricity service data	Electricity: 800 consumers, related metrics	Dynamic filter recalculation
10	Navigate back to Step 2: Consumer Data	Electricity filter maintained across backward navigation	Electricity consumers (800) displayed	Backward navigation filter persistence
11	Navigate to Step 4: Bill Generation	Filter state consistent, generation scoped to Electricity	Electricity service bill generation scope	Filter scope in generation
12	Reset filter to "All Services" in Step 4	Filter resets, all service data restored across workflow	All services: Water + Electricity + Gas data	Filter reset functionality
13	Navigate through all steps with "All Services"	All modules show complete multi-service data	Complete dataset across all workflow steps	Complete data restoration validation
14	Test filter persistence across browser sessions	Logout/login, verify filter state maintained or properly reset	Filter behavior across sessions	Cross-session filter management
15	Test rapid filter changes	Quickly switch between multiple service filters	All filter changes process correctly	Rapid filter change handling
16	Verify filter performance with large datasets	Filter operations remain responsive with substantial data volumes	Performance with 10,000+ records per service	Filter scalability validation

Verification Points

Primary_Verification: Service filtering works consistently across all billing workflow modules with proper state synchronization
Secondary_Verifications: Filter state persists across navigation, data recalculates correctly, performance remains acceptable
Negative_Verification: No filter state inconsistencies, no data corruption during filtering, no performance degradation

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual cross-module filter consistency and state management]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC4_TC_005
Blocked_Tests: None
Parallel_Tests: AC16_TC_022
Sequential_Tests: TC_024

Additional Information

Notes: Important for user experience consistency and data integrity across the billing workflow
Edge_Cases: Very large service datasets, services with no data, concurrent filter operations
Risk_Areas: State synchronization, performance with complex filters, cross-module communication
Security_Considerations: Ensure filter operations respect user permissions and data access rights

Missing Scenarios Identified

Scenario_1: Advanced multi-criteria filtering (service + category + status combinations)
Type: Advanced Filtering
Rationale: Complex billing scenarios may require multi-dimensional filtering
Priority: P3
Scenario_2: Filter bookmark/save functionality for frequent filter combinations
Type: User Experience
Rationale: Users may want to save commonly used filter configurations
Priority: P4

Test Case 024: Consumption Distribution Analysis and Insights

Test Case Metadata

Test Case ID: BX01US03_TC_024
Title: Verify comprehensive consumption distribution analysis with meaningful cycle comparisons and trend insights
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Analytics
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Consumption-Analysis, Analytics, Trend-Analysis, MOD-BillGeneration, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Report-Quality-Dashboard, Report-Customer-Segment-Analysis, Report-Revenue-Impact-Tracking, Report-Executive-Visibility, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Analytics-Engine, Consumption-Insights, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: High
Expected_Execution_Time: 14 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 95%
Integration_Points: Analytics Engine, Consumption Service, CxServices
Code_Module_Mapped: CX-Web, Consumption-Analytics, Trend-Analysis
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: [Quality-Dashboard, Customer-Segment-Analysis, Revenue-Impact-Tracking, Executive-Visibility]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: AC-17, Consumption Distribution Logic, Trend Analysis, Comparison Calculations
Related_Bugs: N/A
Related_Test_Cases: AC16_TC_022, AC18_TC_025

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Analytics Engine, Consumption Service, CxServices, Historical consumption data
Performance_Baseline: < 3 seconds analysis loading, < 5 seconds calculation processing
Data_Requirements: Current and previous cycle consumption data for comparative analysis

Prerequisites

Setup_Requirements: Consumption data available for current and previous cycles, analytics engine configured
User_Roles_Permissions: Billing Administrator with consumption analysis access
Test_Data: Current consumption: 5,782,455 kWh, Previous: 5,654,321 kWh, Distribution: High 567, Low 324, Zero 78
Prior_Test_Cases: AC16_TC_022 must pass (billing summary available)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 5: Billing Summary, Consumption Distribution section	Consumption Distribution section loads with analysis data	N/A	AC-17: Consumption analysis access
2	Verify "Total Consumption" display with comparison	Shows current consumption with previous cycle comparison	Current: 5,782,455 kWh, Previous: 5,654,321 kWh, Change: +2.3%	AC-17: Total consumption tracking
3	Check consumption change calculation accuracy	Percentage change: (current - previous) / previous * 100	Calculation: (5,782,455 - 5,654,321) / 5,654,321 * 100 = 2.3%	AC-17: Change calculation accuracy
4	Verify "High Consumption" category analysis	Shows count with trend analysis and percentage change	Current: 567, Previous: 530, Change: +7.0% vs last cycle	AC-17: High consumption tracking
5	Check high consumption threshold definition	Verify high consumption criteria (e.g., >150% of average)	Threshold: Consumption >150% of customer historical average	AC-17: Threshold transparency
6	Verify "Low Consumption" category analysis	Shows count with trend analysis and percentage change	Current: 324, Previous: 290, Change: +11.7% vs last cycle	AC-17: Low consumption tracking
7	Check low consumption threshold definition	Verify low consumption criteria (e.g., <25% of average)	Threshold: Consumption <25% of customer historical average	AC-17: Low threshold transparency
8	Verify "Zero Consumption" category analysis	Shows count with trend analysis and percentage change	Current: 78, Previous: 95, Change: -17.9% vs last cycle	AC-17: Zero consumption tracking
9	Check zero consumption explanation	Verify zero consumption indicates no usage recorded	Explanation: Meters with no recorded consumption for billing period	AC-17: Zero consumption clarity
10	Verify visual trend indicators	Positive trends show green arrows, negative trends show red arrows	Visual indicators match percentage changes	AC-17: Visual trend representation
11	Check consumption distribution percentages	Calculate what percentage each category represents of total consumers	High: 567/2500 = 22.7%, Low: 324/2500 = 13.0%, Zero: 78/2500 = 3.1%	AC-17: Distribution percentage accuracy
12	Verify seasonal consumption analysis	Check if seasonal patterns are identified in trends	Summer vs winter consumption pattern recognition	AC-17: Seasonal trend analysis
13	Test consumption anomaly identification	Verify unusual consumption patterns are highlighted	Significant spikes or drops in consumption categories	AC-17: Anomaly detection
14	Check consumption distribution visualization	Verify charts or graphs display consumption patterns clearly	Bar charts, pie charts, or distribution graphs	AC-17: Visual consumption analysis
15	Verify consumption impact on revenue	Check correlation between consumption patterns and billing amounts	High consumption = higher revenue, zero consumption = lost revenue	AC-17: Revenue impact analysis
16	Test consumption drill-down capability	Click on consumption categories for detailed consumer lists	Lists of consumers in each consumption category	AC-17: Detailed consumption investigation
17	Check consumption export functionality	Export consumption distribution analysis for external reporting	Export includes all consumption metrics and trends	AC-17: Consumption data export
18	Verify consumption alerting	Check if unusual consumption trends trigger alerts or notifications	Alerts for significant consumption pattern changes	AC-17: Consumption monitoring

Verification Points

Primary_Verification: Consumption distribution provides meaningful insights with accurate cycle comparisons (high, low, zero consumption categories)
Secondary_Verifications: All trend calculations accurate, visual indicators appropriate, threshold definitions clear
Negative_Verification: No miscategorized consumption patterns, no calculation errors in trend analysis

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual consumption distribution analysis and accuracy]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC16_TC_022
Blocked_Tests: AC18_TC_025
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC18_TC_025

Additional Information

Notes: Important for understanding customer usage patterns and identifying potential revenue issues
Edge_Cases: All consumers in one category, no historical data for comparison, extreme seasonal variations
Risk_Areas: Threshold accuracy, calculation precision, trend analysis validity
Security_Considerations: Ensure consumption data access respects privacy regulations

Missing Scenarios Identified

Scenario_1: Consumption forecasting based on historical trends
Type: Predictive Analytics
Rationale: Business benefits from predicting future consumption patterns
Priority: P3
Scenario_2: Consumption benchmarking against regional or industry standards
Type: Comparative Analytics
Rationale: Understanding consumption patterns relative to external benchmarks
Priority: P4

Test Case 025: Bill Verification Checklist Implementation and Enforcement

Test Case Metadata

Test Case ID: BX01US03_TC_025
Title: Verify structured verification checklist is properly implemented with all required items and enforcement mechanisms
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Compliance
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Bill-Approval, Verification, Compliance, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-User-Acceptance, Report-Module-Coverage, Report-Executive-Visibility, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Approval-Service, Compliance-Workflow, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 12 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Approval Service, CxServices, Audit Trail Service
Code_Module_Mapped: CX-Web, Approval-Workflow, Compliance-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, User-Acceptance, Module-Coverage, Executive-Visibility]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-18, Bill Verification Checklist Rules, Approval Workflow, Compliance Requirements
Related_Bugs: N/A
Related_Test_Cases: AC16_TC_022, AC19_TC_027

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Approval Service, CxServices, Audit Trail Service
Performance_Baseline: < 3 seconds checklist loading, < 2 seconds validation response
Data_Requirements: Completed billing summary, all prerequisites met for approval

Prerequisites

Setup_Requirements: Billing summary completed, approval workflow enabled
User_Roles_Permissions: Billing Administrator with bill approval permissions
Test_Data: Completed billing cycle ready for approval, comprehensive billing summary available
Prior_Test_Cases: AC16_TC_022 must pass (billing summary completed)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 6: Approve from billing summary	Bill Approval page loads with verification checklist	N/A	AC-18: Approval step access
2	Verify page header structure	Shows "Bill Approval - Verify and approve bills for distribution"	N/A	AC-18: Page identification
3	Check "Bill Verification Checklist" section	Shows checklist header: "Please verify the following items before approval"	N/A	AC-18: Checklist section
4	Verify Data Verification Consent checkbox	Shows unchecked box with text: "I confirm that I have reviewed all the data and verify that the provided and modified information is accurate and complete."	Checkbox: unchecked, Icon: document	AC-18: First verification item
5	Verify Bill Calculation Consent checkbox	Shows unchecked box with text: "I have verified the bill calculation methodology used and confirm that all calculations are correct and in accordance with the applicable tariffs."	Checkbox: unchecked, Icon: calculator	AC-18: Second verification item
6	Verify Communication Consent checkbox	Shows unchecked box with text: "I authorize the distribution of bills to consumers through all configured channels (email, SMS, and in-app notifications)."	Checkbox: unchecked, Icon: email	AC-18: Third verification item
7	Verify Auto-Pay Authorization checkbox	Shows unchecked box with text: "I authorize the automatic deduction of bill amounts from consumers who have opted for the auto-pay functionality."	Checkbox: unchecked, Icon: user	AC-18: Fourth verification item
8	Verify Consumer Data Reviewed checkbox	Shows unchecked box with text: "I confirm that all consumer data is correct and any anomalies (high/low/zero consumption) have been reviewed and approved."	Checkbox: unchecked, Icon: checkmark	AC-18: Fifth verification item
9	Verify Approve Bill Distribution checkbox	Shows unchecked box with text: "I approve the distribution of bills to consumers through configured channels (email, print, SMS, etc.)."	Checkbox: unchecked, Icon: email	AC-18: Sixth verification item
10	Verify Complete Billing Process checkbox	Shows unchecked box with text: "I authorize the completion of the billing cycle and understand that once approved, the bills will be finalized and cannot be modified."	Checkbox: unchecked, Icon: user	AC-18: Seventh verification item
11	Count total verification items	Verify exactly 7 verification checkboxes are present	Count: 7 items	AC-18: Complete checklist verification
12	Test approval button initial state	"Approve & Finalize Bills" button is disabled or shows warning	Button: disabled/grayed out	AC-18: Initial button state
13	Attempt approval with empty checklist	Try to approve without checking any items	Warning: "Please complete all verification items before approving the bills."	AC-18: Enforcement validation
14	Check partial completion behavior	Check 4 out of 7 items, attempt approval	Still prevented from approval	AC-18: Partial completion prevention
15	Complete all verification items	Check all 7 verification checkboxes	All boxes: checked	AC-18: Complete verification
16	Verify button activation	"Approve & Finalize Bills" button becomes enabled	Button: active/clickable	AC-18: Button state change
17	Test checklist persistence	Refresh page, verify checkbox states maintained	Checkbox states: preserved	AC-18: State persistence
18	Verify approval requirements warning disappears	Warning message no longer visible with complete checklist	No warning displayed	AC-18: Warning state management

Verification Points

Primary_Verification: Structured verification checklist properly implemented with all 7 required items and proper enforcement
Secondary_Verifications: Clear descriptions for each item, proper visual icons, state persistence across page operations
Negative_Verification: Cannot bypass checklist requirements, cannot approve with incomplete verification

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual checklist implementation and enforcement behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC16_TC_022
Blocked_Tests: AC19_TC_027, AC20_TC_028
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC19_TC_027

Additional Information

Notes: Critical for compliance and audit requirements, prevents unauthorized or incomplete approvals
Edge_Cases: Browser back button usage, session timeout during approval, concurrent approval attempts
Risk_Areas: State management, validation enforcement, compliance audit trail
Security_Considerations: Ensure checklist completion is properly logged for audit purposes

Missing Scenarios Identified

Scenario_1: Checklist item-specific help text or documentation links
Type: User Assistance
Rationale: Users may need guidance on specific verification requirements
Priority: P3
Scenario_2: Conditional checklist items based on billing cycle characteristics
Type: Business Logic
Rationale: Different cycle types may require different verification items
Priority: P4

Test Case 026: Bill Template Preview and Selection

Test Case Metadata

Test Case ID: BX01US03_TC_026
Title: Verify bill template preview functionality and selection workflow with template validation and compatibility checking
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/UI
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Bill-Template, Preview-Functionality, Template-Management, UI-Validation, MOD-BillGeneration, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-User-Acceptance, Report-Module-Coverage, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Template-Service, Template-Operations, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 10 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 90%
Integration_Points: Template Service, Preview Engine, CxServices, Validation Service
Code_Module_Mapped: CX-Web, Template-Management, Preview-Engine, UI-Components
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, User-Acceptance, Module-Coverage]
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: BR-46 Bill template requirement, Template preview specifications, Template compatibility rules
Related_Bugs: N/A
Related_Test_Cases: AC3_TC_003, BR_TC_037

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Template Service, Preview Engine, CxServices, Template storage
Performance_Baseline: < 3 seconds template loading, < 2 seconds preview generation
Data_Requirements: Multiple bill templates for different services and categories

Prerequisites

Setup_Requirements: Bill templates configured, preview functionality enabled, template validation active
User_Roles_Permissions: Billing Administrator with template selection permissions
Test_Data: Templates: "Standard Water Template", "Premium Electric Template", "Commercial Gas Template"
Prior_Test_Cases: AC3_TC_003 must pass (billing cycle configuration working)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 1: Bill Template selection section	Template dropdown and preview section visible	N/A	Template functionality access
2	Verify initial template selection state	"Select Bill Template" dropdown shows placeholder text	Placeholder: "Select Bill Template"	Initial template state validation
3	Click bill template dropdown	Available templates listed with descriptive names	Templates: Water, Electric, Gas templates available	Template list population
4	Verify template filtering by service type	Only compatible templates shown for selected utility service	Water service → Water templates only	Service-based template filtering
5	Select "Standard Water Template"	Template selection confirmed with visual feedback	Selected template highlighted in dropdown	Template selection confirmation
6	Verify template preview initiation	Preview section loads with template layout display	Preview area shows template design	Preview functionality activation
7	Check preview content accuracy	Preview displays actual template design with sample data	Template: Header, fields, footer, branding visible	Preview content verification
8	Verify preview responsiveness	Preview adapts to different container sizes	Responsive preview scaling	Preview scalability validation
9	Test template switching functionality	Change to "Premium Electric Template"	New template: Different design and fields	Template switching capability
10	Verify preview updates dynamically	Preview refreshes to show new template design	Updated preview reflects template change	Dynamic preview updates
11	Check template compatibility validation	System prevents incompatible template selection	Water cycle cannot select Electric template	Compatibility enforcement
12	Test template requirement enforcement	Cannot proceed without template selection (BR-46)	Next button disabled without template	Template requirement validation
13	Verify template metadata display	Template details shown (name, version, compatibility)	Template info: name, version, supported services	Template information accuracy
14	Test template preview zoom functionality	Can zoom in/out of template preview	Zoom controls functional	Preview zoom capability
15	Check template preview print simulation	Preview shows how template will appear when printed	Print preview mode available	Print simulation accuracy
16	Verify template validation messages	Clear feedback for template compatibility issues	Error: "Template not compatible with selected service"	Template validation messaging

Verification Points

Primary_Verification: Bill template preview functionality works correctly with accurate template display and proper selection workflow
Secondary_Verifications: Template compatibility enforced, preview updates dynamically, template requirement validated
Negative_Verification: Cannot select incompatible templates, cannot proceed without template selection, no preview rendering errors

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual template preview and selection behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC3_TC_003
Blocked_Tests: AC11_TC_014
Parallel_Tests: BR_TC_037
Sequential_Tests: TC_029

Additional Information

Notes: Important for ensuring proper bill formatting and compliance with regulatory requirements
Edge_Cases: Very large templates, templates with missing assets, custom template uploads
Risk_Areas: Template rendering accuracy, compatibility validation, preview performance
Security_Considerations: Ensure template content doesn't expose sensitive system information

Missing Scenarios Identified

Scenario_1: Custom template upload and validation workflow
Type: Template Management
Rationale: Users may need to upload organization-specific templates
Priority: P3
Scenario_2: Template version management and rollback capability
Type: Version Control
Rationale: Template changes may require rollback to previous versions
Priority: P4

Test Case 027: Verification Item Confirmation Enforcement

Test Case Metadata

Test Case ID: BX01US03_TC_027
Title: Verify all verification items must be confirmed before final approval with comprehensive validation enforcement
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Validation
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Bill-Approval, Validation, Enforcement, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-User-Acceptance, Report-Module-Coverage, Report-Security-Validation, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Validation-Service, Approval-Enforcement, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 10 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Validation Service, Approval Engine, CxServices
Code_Module_Mapped: CX-Web, Approval-Validation, Compliance-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, User-Acceptance, Module-Coverage, Security-Validation]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-19, Verification Enforcement Rules, Approval Validation Logic
Related_Bugs: N/A
Related_Test_Cases: AC18_TC_025, AC20_TC_028

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Validation Service, Approval Engine, CxServices
Performance_Baseline: < 1 second validation check, < 2 seconds approval processing
Data_Requirements: Completed billing summary ready for approval

Prerequisites

Setup_Requirements: Billing approval workflow enabled, validation enforcement configured
User_Roles_Permissions: Billing Administrator with bill approval permissions
Test_Data: Completed billing cycle ready for final approval
Prior_Test_Cases: AC18_TC_025 must pass (verification checklist implemented)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Step 6: Approve with empty checklist	Bill approval page loads with unchecked verification items	All 7 verification items unchecked	AC-19: Initial approval state
2	Verify "Approve & Finalize Bills" button initial state	Button is disabled or shows warning message	Button: disabled/grayed out	AC-19: Initial button enforcement
3	Attempt approval with empty checklist	Try to click disabled button or submit form	No approval action occurs, button remains disabled	AC-19: Empty checklist prevention
4	Check partial completion with 1 item	Check only "Data Verification Consent" item	Button remains disabled	AC-19: Partial completion prevention
5	Attempt approval with 1 item checked	Try to approve with incomplete checklist	Warning message: "Please complete all verification items before approving the bills."	AC-19: Partial approval prevention
6	Check partial completion with 3 items	Check 3 out of 7 verification items	Button still disabled, warning persists	AC-19: Incremental completion validation
7	Check partial completion with 6 items	Check 6 out of 7 verification items	Button remains disabled, one item missing	AC-19: Near-complete validation
8	Verify specific missing item feedback	Check which item remains unchecked	System indicates which verification items are incomplete	AC-19: Specific validation feedback
9	Complete all 7 verification items	Check all verification checkboxes	All verification items confirmed	AC-19: Complete verification
10	Verify button activation	"Approve & Finalize Bills" button becomes enabled/clickable	Button: active, clickable appearance	AC-19: Button state change
11	Verify warning message disappearance	Warning message no longer visible	No validation warnings displayed	AC-19: Warning state management
12	Test approval enablement validation	Verify button can now be clicked	Button responds to click events	AC-19: Approval enablement
13	Test checkbox deselection impact	Uncheck one item after completing all	Button becomes disabled again immediately	AC-19: Dynamic validation enforcement
14	Re-complete verification and approve	Check all items again, proceed with approval	Approval process initiates successfully	AC-19: Successful approval flow
15	Verify approval completion	Approval completes with all verification items confirmed	Bills approved and finalized	AC-19: Approval completion validation
16	Test browser refresh state persistence	Refresh page during partial completion	Checkbox states and validation status preserved	AC-19: State persistence validation
17	Test validation enforcement across sessions	Logout/login during approval process	Verification requirements still enforced	AC-19: Cross-session enforcement

Verification Points

Primary_Verification: All 7 verification items must be confirmed before approval is allowed to proceed
Secondary_Verifications: Dynamic validation enforcement, clear feedback for incomplete verification, state persistence
Negative_Verification: Cannot bypass verification requirements through any method, no approval possible with incomplete checklist

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual verification enforcement and validation behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC18_TC_025
Blocked_Tests: AC20_TC_028
Parallel_Tests: None (sequential dependency)
Sequential_Tests: AC20_TC_028

Additional Information

Notes: Critical for compliance and preventing incomplete or unauthorized approvals
Edge_Cases: JavaScript disabled, browser back button usage, concurrent approval attempts
Risk_Areas: Validation bypass attempts, state synchronization, compliance audit requirements
Security_Considerations: Ensure verification enforcement cannot be circumvented

Missing Scenarios Identified

Scenario_1: Verification timeout and re-authentication requirements
Type: Security
Rationale: Long approval processes may require re-authentication
Priority: P3
Scenario_2: Verification delegation and approval hierarchy
Type: Workflow
Rationale: Some verifications may require different approval levels
Priority: P4

Test Case 028: Approver Information and Audit Trail Management

Test Case Metadata

Test Case ID: BX01US03_TC_028
Title: Verify comprehensive recording of approver information and comments for complete audit trail compliance
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Audit
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Bill-Approval, Audit-Trail, Record-Keeping, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Report-Quality-Dashboard, Report-Security-Validation, Report-Module-Coverage, Report-Executive-Visibility, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-Audit-Service, Compliance-Management, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 12 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Audit Service, User Management, CxServices, Compliance Engine
Code_Module_Mapped: CX-Web, Audit-Trail, Compliance-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, Security-Validation, Module-Coverage, Executive-Visibility]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC-20, Audit Trail Requirements, Approver Recording Rules, Compliance Standards
Related_Bugs: N/A
Related_Test_Cases: AC19_TC_027, SECURITY_TC_032

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Audit Service, User Management, CxServices, Database for audit storage
Performance_Baseline: < 2 seconds approval recording, < 3 seconds audit trail creation
Data_Requirements: Completed verification checklist, approver credentials

Prerequisites

Setup_Requirements: Audit trail system enabled, user identification configured
User_Roles_Permissions: Billing Administrator with approval authority and audit trail access
Test_Data: Completed billing cycle with verified checklist, approver: "Jane Doe, Senior Billing Administrator"
Prior_Test_Cases: AC19_TC_027 must pass (verification enforcement working)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Complete all verification checklist items	All 7 verification items checked, approval ready	All checkboxes confirmed	AC-20: Approval readiness
2	Locate "Approver Name" field	Field visible and required for approval completion	Field: "Enter your full name"	AC-20: Approver identification field
3	Enter comprehensive approver information	Field accepts full name and title information	Name: "Jane Doe, Senior Billing Administrator"	AC-20: Approver detail entry
4	Verify approver name validation	Field validates minimum name requirements	Minimum length, format validation	AC-20: Name validation rules
5	Locate "Approval Comments" section	Optional comments field available for detailed notes	Comments section visible	AC-20: Comments field availability
6	Enter detailed approval comments	Field accepts comprehensive approval documentation	Comments: "Bills reviewed and approved for March 2025 cycle. All anomalies investigated and resolved. Distribution authorized through email and SMS channels."	AC-20: Detailed comments entry
7	Verify comments character limit	Field handles extensive approval documentation	Multi-line text, reasonable character limit	AC-20: Comments capacity validation
8	Click "Approve & Finalize Bills"	Approval process initiates with all information	Approval submission begins	AC-20: Approval process initiation
9	Verify approval timestamp recording	System automatically records approval date and time	Timestamp: Current date/time accurate	AC-20: Automatic timestamp capture
10	Check approver information storage	Approver name stored in billing cycle record	Database: Approver field populated	AC-20: Approver data persistence
11	Verify comments storage and association	Approval comments stored with billing cycle	Database: Comments linked to cycle	AC-20: Comments data persistence
12	Test audit trail creation	Approval action creates comprehensive audit record	Audit log: Approval event recorded	AC-20: Audit trail generation
13	Verify audit record completeness	Audit includes: user, timestamp, cycle, verification status, comments	Complete audit data set	AC-20: Audit record comprehensiveness
14	Check approval history accessibility	Approval information accessible in system reports	Reports: Approval details available	AC-20: Audit trail accessibility
15	Test approval finality	Approved cycles show immutable final status	Status: "Approved and Finalized"	AC-20: Approval state finality
16	Verify approval modification prevention	Cannot modify approval information after finalization	Approval data locked/read-only	AC-20: Audit trail integrity
17	Check cross-reference audit capabilities	Approval can be traced across multiple system reports	Cross-system audit consistency	AC-20: Audit trail traceability
18	Test compliance report generation	Approval data appears in compliance and audit reports	Regulatory reporting includes approval details	AC-20: Compliance reporting integration

Verification Points

Primary_Verification: Approver information and comments properly recorded and stored for comprehensive audit trail
Secondary_Verifications: Audit trail accessible across system reports, approval data immutable after finalization
Negative_Verification: Approval information cannot be modified post-finalization, audit trail maintains integrity

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual audit trail creation and data persistence]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC19_TC_027
Blocked_Tests: None (final acceptance criteria)
Parallel_Tests: SECURITY_TC_032 (audit trail security)
Sequential_Tests: None (completion test case)

Additional Information

Notes: Critical for regulatory compliance and audit requirements
Edge_Cases: Very long comments, special characters in names, system clock changes
Risk_Areas: Data integrity, audit trail completeness, compliance reporting accuracy
Security_Considerations: Ensure audit data cannot be tampered with, maintain data privacy

Missing Scenarios Identified

Scenario_1: Approval delegation and proxy approval recording
Type: Delegation Workflow
Rationale: Approval authority may be delegated during absence
Priority: P3
Scenario_2: Audit trail retention and archival policies
Type: Data Management
Rationale: Long-term audit data requires retention management
Priority: P4

Test Case 029: Workflow Step Validation Dependencies

Test Case Metadata

Test Case ID: BX01US03_TC_029
Title: Verify workflow step validation dependencies prevent progression without meeting prerequisites and enforce proper data flow
Created By: Hetal
Created Date: August 18, 2025
Version: 1.0

Classification

Module/Feature: Bill Generation V2
Test Type: Functional/Validation
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path, Negative, Workflow-Validation, Step-Dependencies, Data-Flow, MOD-BillGeneration, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Validation-Engine, Workflow-Control, Happy-Path]

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 16 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100%
Integration_Points: Validation Engine, Workflow Controller, CxServices, Dependency Manager
Code_Module_Mapped: CX-Web, Workflow-Validation, Dependency-Manager, Step-Controller
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, User-Acceptance]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Workflow validation rules, Step dependency logic, BR-53 Previous button rules, BR-54 Next button validation
Related_Bugs: N/A
Related_Test_Cases: AC1_TC_001, AC2_TC_002, MISSING_TC_033

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Validation Engine, Workflow Controller, CxServices, Step dependency configuration
Performance_Baseline: < 1 second validation check, < 2 seconds dependency resolution
Data_Requirements: Billing cycle in various completion states for dependency testing

Prerequisites

Setup_Requirements: Workflow validation enabled, step dependencies configured, validation rules active
User_Roles_Permissions: Billing Administrator with full workflow access
Test_Data: Incomplete billing cycle configuration, partial consumer data, unresolved reading issues
Prior_Test_Cases: AC1_TC_001, AC2_TC_002 must pass (navigation and visual indicators working)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Access Bill Generation workflow from clean state	Step 1 accessible, subsequent steps disabled/locked	N/A	Initial workflow state validation
2	Attempt to access Step 3 directly without completing Step 1	Navigation blocked with clear validation message	Click Step 3 from navigation bar	Step prerequisite enforcement
3	Verify dependency validation message	Error: "Please complete Step 1: Bill Cycle Configuration before accessing Step 3"	Specific dependency requirement stated	Dependency messaging clarity
4	Attempt Step 2 access without Step 1 completion	Step 2 also blocked until Step 1 completed	Click Step 2 from navigation bar	Sequential dependency validation
5	Complete Step 1 partially (missing required fields)	Next button remains disabled, step not considered complete	Missing: Bill template selection	Partial completion validation
6	Verify partial completion feedback	Clear indication of missing requirements	Visual: Required field highlighting	Completion status clarity
7	Complete Step 1 fully with valid configuration	Step 2 becomes accessible, Step 1 marked complete	Valid configuration: All required fields filled	Step completion validation
8	Navigate to Step 2 with completed Step 1	Step 2 loads successfully with data from Step 1	Consumer data reflects Step 1 configuration	Data flow validation
9	Attempt to access Step 4 from Step 2	Navigation blocked, intermediate step required	Direct jump to Step 4 attempted	Multi-step dependency enforcement
10	Check Step 2 data dependency validation	Consumer data issues trigger warnings but allow progression	Data quality warnings displayed	Data-based dependency checking
11	Navigate to Step 3 with unresolved reading issues	Step accessible but with issue indicators	Reading validation issues present	Issue-based dependency indicators
12	Attempt Step 4 bill generation with critical unresolved issues	Generation blocked until critical issues resolved	Critical reading validation failures	Critical issue blocking validation
13	Verify critical issue blocking message	Clear explanation: "Critical reading validation issues must be resolved before bill generation"	Critical issue dependency messaging	Critical dependency communication
14	Resolve critical issues and retry Step 4 access	Step 4 becomes accessible after issue resolution	Reading issues resolved	Issue resolution validation
15	Attempt Step 6 approval without completing Step 5	Approval blocked until summary review completed	Skip Step 5, attempt Step 6	Summary review dependency
16	Check cross-step data validation	Changes in earlier steps invalidate later steps appropriately	Modify Step 1, check Step 4 impact	Cross-step validation logic
17	Test workflow completion validation	Cannot mark workflow complete with any incomplete steps	Attempt completion with missing steps	Completion validation enforcement
18	Verify dependency error message consistency	All dependency messages follow consistent format and clarity	Review all dependency error messages	Error message standardization

Verification Points

Primary_Verification: Workflow step validation dependencies properly prevent progression without meeting all prerequisites
Secondary_Verifications: Dependency messages clear and actionable, data flow between steps validated, critical issues block progression
Negative_Verification: Cannot bypass step dependencies, cannot proceed with invalid configurations, no incomplete workflow completion

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Record actual workflow validation and dependency enforcement behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: AC1_TC_001, AC2_TC_002
Blocked_Tests: All subsequent workflow tests
Parallel_Tests: MISSING_TC_033
Sequential_Tests: TC_030

Additional Information

Notes: Critical for ensuring data integrity and proper workflow completion, prevents users from creating incomplete or invalid billing cycles
Edge_Cases: Rapid step navigation attempts, concurrent workflow modifications, step dependency cycles
Risk_Areas: Validation logic accuracy, dependency resolution performance, error message clarity
Security_Considerations: Ensure validation cannot be bypassed through manipulation of client-side controls

Missing Scenarios Identified

Scenario_1: Conditional step dependencies based on billing cycle characteristics
Type: Dynamic Dependencies
Rationale: Different cycle types may have different validation requirements
Priority: P2
Scenario_2: Workflow recovery from interrupted dependency validation
Type: Error Recovery
Rationale: Network interruptions during validation need proper recovery mechanisms
Priority: P3

System Admin Dashboard Test Cases - ONB05US01

User Access and Managemet Test Cases - ONB02US03

Utility Plans & Tariffs Management Test Cases - ONB02US05

ID & Reference Format Settings Test Cases- ONB02US07

Service Areas Management Test Cases- ONB02US08

Core System Settings Test Cases - ONB02US02

Utility management Test Cases - ONB05US03

SMART360 Login Experience Test Cases - AU01US01

SMART360 v2 Automation Project - Management Plan

User stories which we're picking for Phase 1

Consumer management Test Cases - CIS01US02

New Service Connection Application Form Test Cases - CIS01US03

New Connection Application Detail View Test Cases - CIS01US04

Payments Management Test Cases - CIS01US09

Account Transfer Request Test Cases - CIS01US12

Disconnection Request Flow Test Cases - CIS01US10

Profile Details Test Cases - CSS01US11

Service Payment Management Test Cases - CSS01US03

Request Tracker Test Cases - CSS01US10

Service & Support Management Test Cases - CSS01US08

Bill Management Test Case - CSS01US02

Payment History Management Test Cases - CSS01US05

Bill Cycle Setup Test Cases - BX03US02

Printing and Distribution Test Cases - BX06US01

GL Codes Management Test Cases - BX05US01

Single Bill Generation V2 Test Cases - BX01US04

Bill Generation V2 Test Case - BX01US03

Bill Template Management Test Cases - BX03US01

Service Order Dashboard Test Cases - WX03US03

Dispatcher Management System Test Case - WX05US05

Master Test Cases - WX01US01

Field Force Management Test Case - WX02US02

System Settings Configuration Management Test Cases - WX04US04

Meter Device Management Test Cases -MX01US02

Route Management Test Cases -MX02US01

Read Cycle Management Test Cases - MX02US02

Photo Read Validation Test Cases -MX03US02

Read Cycle List and Validation Configurations Test Cases - MX03US01

Photo Meter Reads Test Cases - MX02US03

Communication Hub Dashboard Test Cases - UX01US01

Utility Contact List Management Test Cases -UX03US03

Communication Workflows Test Cases - UX03US04

Message History Management System Test Cases - UX05US05

Individual & Bulk messaging Test Cases - UX02US02

Message Template Management System Test Case - UX06US06

Bill Generation V2 Test Case - BX01US03

Test Case 001: Navigation Bar Display and Structure Verification

Test Case 002: Step Status Visual Indicators and State Management

Test Case 003: New Billing Cycle Configuration Workflow

Test Case 004: Existing Billing Cycle Selection and Modification

Test Case 005 : Consumer Overview and Category Breakdown Display

Test Case 06: Plan Assignment Workflow Error Handling

Test Case 007: Missing Plan Details Detection and Management

Test Case 08: Reading Validation Issue Categorization

Test Case 009: Direct Plan Assignment Interface and Workflow

Test Case 010: Comprehensive Meter Reading Statistics Dashboard

Test Case 011: Reading Validation Requirements Detection and Display

Test Case 012: Reading Anomaly Management and Correction Workflow

Test Case 013: Missing Readings Management Tools and Workflow

Test Case 014: Real-time Bill Generation Progress Monitoring

Test Case 015: Failed Bill Retry Validation and Resolution

Test Case 016: Comprehensive Bill Generation Activity Logging

Test Case 017: Failed Bill Error Reporting and Code Management

Test Case 018: Bill Approval Checklist Item Validation

Test Case 019: Failed Bills Filtering and Review Capabilities

Test Case 020: Failed Bill Retry Functionality and Resolution Workflow

Test Case 021: Consumer Data Export and Import Validation

Test Case 022: Comprehensive Billing Summary Analytics and Metrics

Test Case 023: Service Filter Cross-Module Consistency

Test Case 024: Consumption Distribution Analysis and Insights

Test Case 025: Bill Verification Checklist Implementation and Enforcement

Test Case 026: Bill Template Preview and Selection

Test Case 027: Verification Item Confirmation Enforcement

Test Case 028: Approver Information and Audit Trail Management

Test Case 029: Workflow Step Validation Dependencies

Test Case 001: Navigation Bar Display and Structure Verification

Test Case 002: Step Status Visual Indicators and State Management

Test Case 003: New Billing Cycle Configuration Workflow

Test Case 004: Existing Billing Cycle Selection and Modification

Test Case 005 : Consumer Overview and Category Breakdown Display