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Utility Plans & Tariffs Management Test Cases - ONB02US05


Test Scenario Summary

This comprehensive test suite covers all 20 acceptance criteria for the Utility Plans & Tariffs Management user story, with complete navigation flows from login to feature testing, ensuring full automation compatibility and comprehensive validation of dashboard overview, tariff management, plan creation, and system validations.




Test Case 1: Dashboard Overview Display Validation

Test Case Metadata

Test Case ID: ONB02US05_TC_001
Title: Verify overview dashboard displays total plans, tariffs, and active subscribers with growth indicators
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path], [Consumer/Billing/Meter Services], [UI/Database], MOD-Plans-Tariffs, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-[Quality-Dashboard, Module-Coverage, Engineering, QA, Customer-Segment-Analysis], Customer-Enterprise, Risk-Low, Business-Critical, Revenue-Impact-High, Integration-Dashboard-API, Dashboard-Metrics, Happy-Path

Business Context

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

Quality Metrics

Risk_Level: Low
Complexity_Level: Medium
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 100% of overview dashboard functionality
Integration_Points: Dashboard API, SMART360 Database, Authentication Service
Code_Module_Mapped: CX-Web-Dashboard
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: SMART360 database with sample data, authentication service, utility setup completion
Performance_Baseline: < 3 seconds page load time
Data_Requirements: Existing plans and tariffs in database matching sample data (28 plans, 51 tariffs, 34 subscribers)

Prerequisites

Setup_Requirements: Valid SMART360 environment with utility configuration completed
User_Roles_Permissions: Utility Administrator role with full access
Test_Data: Active utility: "Metropolitan Water Authority", existing plans and tariffs data
Prior_Test_Cases: User authentication system functional

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to https://platform-staging.bynry.com/

SMART360 login page loads successfully with username and password fields visible

URL: https://platform-staging.bynry.com/

Initial application access

2

Enter valid administrator credentials in login form

Credentials accepted, login form validation passes

Username: admin@utility.com, Password: Test@123

Authentication validation

3

Click "Login" button

User successfully authenticated and redirected to SMART360 dashboard home page

N/A

Login process completion

4

Locate and click on hamburger menu icon (≡) in top-left corner

Side navigation menu expands showing available modules and options

N/A

Navigation menu access

5

Click on "Utility Setup" option from expanded side menu

Utility Setup page loads displaying available utilities for configuration

N/A

Module navigation

6

Locate "Metropolitan Water Authority" utility card and click "Continue Setup" button

Configuration steps page opens showing 6 configuration steps with progress indicators

Utility: Metropolitan Water Authority

Utility selection and setup initiation

7

Locate "Plans & Tariffs" configuration step and click "Configure" button

Plans & Tariffs module opens with three main tabs: Overview, Tariff, Plans

N/A

Feature module access

8

Verify "Overview" tab is active by default

Overview tab is highlighted with blue background, dashboard content is fully visible

N/A

Default tab state verification

9

Verify "Total Plans" section displays correct metrics

Section shows "Total Plans: 28" with breakdown "28 active, 0 inactive"

Expected: 28 total plans

Plans metrics validation

10

Verify "Total Tariffs" section displays correct metrics

Section shows "Total Tariffs: 51" with breakdown "51 active, 0 inactive"

Expected: 51 total tariffs

Tariffs metrics validation

11

Verify "Active Subscribers" section with growth indicator

Section shows "Active Subscribers: 34" with growth indicator "-96.43% from last month"

Expected: 34 subscribers, -96.43% growth

Subscriber metrics and growth tracking

12

Locate and verify "Recently Updated Plans" section content

Section displays chronological list with plan names, categories, and timestamps

Expected plans: JOHN PLAN TEST1 (Commercial, 2025-07-30, 13:03:10), Omi plan 123 (Commercial, 2025-07-04, 15:42:02), new plan 2 (Commercial, 2025-07-03, 18:18:36)

Recent plans activity tracking

13

Locate and verify "Recently Updated Tariffs" section content

Section displays chronological list with tariff names, types, and timestamps

Expected tariffs: Wakad Billing (Fixed, 2025-07-30, 18:23:26), Harsh Jha (Variable, 2025-07-30, 17:45:04), Harsh (Variable, 2025-06-28, 14:10:10)

Recent tariffs activity tracking

14

Click "View all recently updated plans" link

System navigates to Plans tab with recent filter applied showing complete list

N/A

Plans navigation functionality

15

Return to Overview tab and click "View all recently updated tariffs" link

System navigates to Tariff tab with recent filter applied showing complete list

N/A

Tariffs navigation functionality

Verification Points

Primary_Verification: All dashboard metrics display correct counts (28 plans, 51 tariffs, 34 subscribers) with accurate growth indicators
Secondary_Verifications: Timestamps are accurate and in correct chronological order, categories are properly labeled, navigation links function correctly
Negative_Verification: No broken layouts, missing data sections, or calculation errors in metrics

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior and metrics]
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 for dashboard screenshots]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: User authentication and utility setup
Blocked_Tests: All other Plans & Tariffs feature tests
Parallel_Tests: User profile management tests
Sequential_Tests: TC_002, TC_003

Additional Information

Notes: This test validates the main entry point and overview functionality for Plans & Tariffs management module
Edge_Cases: Zero data scenarios, database connectivity issues, large data sets performance
Risk_Areas: Database query performance, data synchronization between services, metric calculation accuracy
Security_Considerations: User permission verification for viewing sensitive utility data and subscriber information

Missing Scenarios Identified

Scenario_1: Dashboard refresh functionality and real-time data updates
Type: Integration
Rationale: Critical for ensuring data accuracy in operational environment
Priority: P2

Scenario_2: Dashboard performance with large data volumes (1000+ plans/tariffs)
Type: Performance
Rationale: Scalability validation for enterprise deployments
Priority: P3




Test Case 2: Active vs Inactive Status Visual Differentiation

Test Case Metadata

Test Case ID: ONB02US05_TC_002
Title: Verify clear visual distinction between active and inactive plans/tariffs with consistent color schemes
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: UI
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path], [Consumer Services], [UI], MOD-Plans-Tariffs, P2-High, Phase-Regression, Type-UI, Platform-Web, Report-[Quality-Dashboard, QA, Module-Coverage, Customer-Segment-Analysis, Engineering], Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-UI-Components, Visual-Validation, 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: Low
Expected_Execution_Time: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100% of status visualization components
Integration_Points: UI Rendering Engine, Status Management Service
Code_Module_Mapped: CX-Web-UI-Components
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, QA, Module-Coverage, Customer-Segment-Analysis, Engineering]
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Test data with both active and inactive plans/tariffs, CSS styling framework
Performance_Baseline: < 2 seconds for UI rendering
Data_Requirements: Mixed status data including active and inactive entities

Prerequisites

Setup_Requirements: Database with mixed active/inactive plans and tariffs for visual comparison
User_Roles_Permissions: Utility Administrator role
Test_Data: Active utility setup: "Metropolitan Water Authority", mixed status entities
Prior_Test_Cases: TC_001 passed successfully

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to https://platform-staging.bynry.com/ and complete login process

SMART360 login successful, dashboard home page accessible

Username: admin@utility.com, Password: Test@123

Standard authentication flow

2

Click hamburger menu → select "Utility Setup" from navigation menu

Utility Setup page loads with available utilities listed

N/A

Navigation to utility configuration

3

Locate "Metropolitan Water Authority" utility and click "Continue Setup" button

Configuration steps interface opens showing 6 available steps

Utility: Metropolitan Water Authority

Utility selection for configuration

4

Click on "Plans & Tariffs" configuration step to access the module

Plans & Tariffs module loads with Overview, Tariff, Plans tabs visible

N/A

Feature module access

5

Click on "Tariff" tab to navigate to tariff management interface

Tariff listing page displays with table showing all tariffs and their status indicators

N/A

Tariff management access

6

Observe and document tariff status indicators in the status column

All visible tariffs display "ACTIVE" status with consistent green badge styling

Status indicators: Green "ACTIVE" badges

Visual status verification for tariffs

7

Verify green color consistency across all active tariff status badges

All active status indicators use identical green color (#28a745 or similar) and badge styling

Color: Green badges for ACTIVE status

Color scheme consistency check

8

Click on "Plans" tab to navigate to plan management interface

Plans listing page displays with table showing all plans and their status controls

N/A

Plan management access

9

Observe plan status indicators in the action column

All visible plans show "Active" status with green toggle switches in enabled position

Status indicators: Green toggle switches (enabled position)

Visual status verification for plans

10

Verify toggle switch color consistency for active plans

All active plan toggles use identical green color scheme and visual styling

Color: Green toggle switches for Active status

Toggle switch consistency check

11

Test color scheme accessibility with browser zoom at 150%

Status indicators remain clearly visible and distinguishable at increased zoom level

Zoom level: 150%

Accessibility validation

12

Test color scheme visibility in different lighting conditions (browser brightness adjustment)

Status colors remain clearly distinguishable with varied brightness settings

Brightness: 50%, 75%, 100%

Visual accessibility under different conditions

13

Verify status text readability alongside color indicators

Status text is legible with appropriate font size (≥12px) and contrast ratio

Font requirements: ≥12px, contrast ratio ≥4.5:1

Text accessibility validation

14

Test status indicator behavior during page scrolling

Status indicators maintain position and visibility during table scrolling

N/A

UI behavior consistency

15

Verify status indicator responsiveness at different screen resolutions

Status indicators remain clear and properly sized at tablet (1024x768) and desktop resolutions

Resolutions: 1024x768, 1920x1080

Responsive design validation

Verification Points

Primary_Verification: Active status items consistently display with green visual indicators (badges for tariffs, toggles for plans)
Secondary_Verifications: Text readability meets accessibility standards, color consistency across components, responsive behavior
Negative_Verification: No ambiguous status indicators, missing color coding, or inconsistent visual styling

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording visual verification results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if visual issues discovered]
Screenshots_Logs: [Evidence references for visual comparison]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Partial (visual validation may require manual verification)

Test Relationships

Blocking_Tests: TC_001 (Dashboard access)
Blocked_Tests: Status change functionality tests
Parallel_Tests: Responsive design tests
Sequential_Tests: TC_011 (Status management)

Additional Information

Notes: This test ensures consistent visual communication of status across the application
Edge_Cases: High contrast mode, color blindness accessibility, very long entity names affecting layout
Risk_Areas: CSS framework changes, browser rendering differences, accessibility compliance
Security_Considerations: No security implications for visual status indicators

Missing Scenarios Identified

Scenario_1: Inactive status visual indicators testing (if inactive items exist in system)
Type: UI
Rationale: Complete visual differentiation validation requires both active and inactive states
Priority: P2

Scenario_2: Status transition animations and visual feedback
Type: UI
Rationale: Enhanced user experience during status changes
Priority: P3




Test Case 3: Recently Updated Items Chronological Display

Test Case Metadata

Test Case ID: ONB02US05_TC_003
Title: Verify recently updated plans and tariffs display with accurate timestamps and chronological ordering
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path], [Consumer Services], [Database/Timeline], MOD-Plans-Tariffs, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-[Quality-Dashboard, Module-Coverage, Engineering, QA, Customer-Segment-Analysis], Customer-All, Risk-Low, Business-High, Revenue-Impact-Low, Integration-Database-Queries, Timeline-Tracking, Happy-Path

Business Context

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

Quality Metrics

Risk_Level: Low
Complexity_Level: Medium
Expected_Execution_Time: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100% of recent updates display functionality
Integration_Points: Database Query Service, Timestamp Management, UI Rendering
Code_Module_Mapped: CX-Web-Timeline-Components
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: [Quality-Dashboard, Module-Coverage, Engineering, QA, Customer-Segment-Analysis]
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Database with timestamp tracking, recent modification data
Performance_Baseline: < 2 seconds for recent items query
Data_Requirements: Recent plan and tariff modifications with accurate timestamps

Prerequisites

Setup_Requirements: Database with recently modified plans and tariffs containing timestamp data
User_Roles_Permissions: Utility Administrator role
Test_Data: Recent modifications: JOHN PLAN TEST1, Omi plan 123, new plan 2, Wakad Billing, Harsh Jha, Harsh
Prior_Test_Cases: TC_001 passed successfully

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to https://platform-staging.bynry.com/ and complete authentication

Login successful, dashboard accessible

Username: admin@utility.com, Password: Test@123

Standard application access

2

Click hamburger menu and select "Utility Setup" from navigation options

Utility Setup interface loads with available utilities

N/A

Navigation to utility configuration

3

Select "Metropolitan Water Authority" utility and click "Continue Setup"

Configuration steps page opens with 6 available configuration options

Utility: Metropolitan Water Authority

Utility selection and setup initiation

4

Click "Plans & Tariffs" configuration step

Plans & Tariffs module loads with Overview tab active by default

N/A

Feature module access

5

Locate "Recently Updated Plans" section on Overview dashboard

Section header "Recently Updated Plans" visible with subtitle "Plans that were recently created or modified"

N/A

Plans section identification

6

Verify first recent plan entry details

Entry shows: "JOHN PLAN TEST1" with category "Commercial" and timestamp "2025-07-30, 13:03:10"

Plan: JOHN PLAN TEST1, Category: Commercial, Timestamp: 2025-07-30, 13:03:10

Most recent plan verification

7

Verify second recent plan entry details

Entry shows: "Omi plan 123" with category "Commercial" and timestamp "2025-07-04, 15:42:02"

Plan: Omi plan 123, Category: Commercial, Timestamp: 2025-07-04, 15:42:02

Second most recent plan verification

8

Verify third recent plan entry details

Entry shows: "new plan 2" with category "Commercial" and timestamp "2025-07-03, 18:18:36"

Plan: new plan 2, Category: Commercial, Timestamp: 2025-07-03, 18:18:36

Third most recent plan verification

9

Verify chronological ordering of recent plans

Plans are listed in descending chronological order (newest first)

Order: 2025-07-30 → 2025-07-04 → 2025-07-03

Chronological sequence validation

10

Locate "Recently Updated Tariffs" section on Overview dashboard

Section header "Recently Updated Tariffs" visible with subtitle "Tariffs that were recently created or modified"

N/A

Tariffs section identification

11

Verify first recent tariff entry details

Entry shows: "Wakad Billing" with type "Fixed" and timestamp "2025-07-30, 18:23:26"

Tariff: Wakad Billing, Type: Fixed, Timestamp: 2025-07-30, 18:23:26

Most recent tariff verification

12

Verify second recent tariff entry details

Entry shows: "Harsh Jha" with type "Variable" and timestamp "2025-07-30, 17:45:04"

Tariff: Harsh Jha, Type: Variable, Timestamp: 2025-07-30, 17:45:04

Second most recent tariff verification

13

Verify third recent tariff entry details

Entry shows: "Harsh" with type "Variable" and timestamp "2025-06-28, 14:10:10"

Tariff: Harsh, Type: Variable, Timestamp: 2025-06-28, 14:10:10

Third most recent tariff verification

14

Verify chronological ordering of recent tariffs

Tariffs are listed in descending chronological order (newest first)

Order: 2025-07-30, 18:23:26 → 2025-07-30, 17:45:04 → 2025-06-28, 14:10:10

Chronological sequence validation

15

Click "View all recently updated plans" link

System navigates to Plans tab with recent filter applied or sorted by modification date

N/A

Plans navigation functionality

16

Return to Overview tab using browser back or tab navigation

Overview dashboard reloads with recent items sections visible

N/A

Navigation return functionality

17

Click "View all recently updated tariffs" link

System navigates to Tariff tab with recent filter applied or sorted by modification date

N/A

Tariffs navigation functionality

18

Verify timestamp format consistency

All timestamps follow consistent DD-MM-YYYY, HH:MM:SS format pattern

Format: DD-MM-YYYY, HH:MM:SS

Timestamp format validation

Verification Points

Primary_Verification: Recently updated items display in correct chronological order with accurate timestamps
Secondary_Verifications: Navigation links function correctly, timestamp format consistency, proper categorization display
Negative_Verification: No duplicate entries, missing timestamps, or incorrect chronological ordering

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording timeline verification results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if timeline issues discovered]
Screenshots_Logs: [Evidence references for chronological display]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: TC_001 (Dashboard access)
Blocked_Tests: None
Parallel_Tests: Other dashboard component tests
Sequential_Tests: TC_010 (Version history)

Additional Information

Notes: This test ensures accurate tracking and display of recent system activity for administrative oversight
Edge_Cases: Same timestamp entries, timezone differences, large volumes of recent updates
Risk_Areas: Database query performance, timestamp accuracy, timezone handling
Security_Considerations: Ensure only authorized users can view modification history

Missing Scenarios Identified

Scenario_1: Real-time updates to recent items list without page refresh
Type: Integration
Rationale: Enhanced user experience for active administrative sessions
Priority: P3

Scenario_2: Recent items filtering by date range or user
Type: Enhancement
Rationale: Advanced administrative filtering capabilities
Priority: P4




Test Case 4: Multiple Rate Type Support Validation

Test Case Metadata

Test Case ID: ONB02US05_TC_004
Title: Verify system supports Fixed and Variable rate types in tariff creation with proper validation
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path], [Consumer Services], [Database/Rate-Configuration], MOD-Plans-Tariffs, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-[Quality-Dashboard, Engineering, Module-Coverage, QA, Customer-Segment-Analysis], Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Core-Business-Logic, Rate-Type-Validation, Happy-Path

Business Context

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

Quality Metrics

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 6 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of rate type selection and validation
Integration_Points: Rate Type Service, Validation Engine, Database
Code_Module_Mapped: CX-Web-Rate-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Rate configuration service, database with rate type definitions
Performance_Baseline: < 2 seconds for form loading and validation
Data_Requirements: Clean test environment for tariff creation

Prerequisites

Setup_Requirements: Database with rate type configurations, validation rules active
User_Roles_Permissions: Utility Administrator role with tariff creation permissions
Test_Data: Utility setup completed for "Metropolitan Water Authority"
Prior_Test_Cases: User authentication and utility setup functional

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to https://platform-staging.bynry.com/ and complete login process

SMART360 application loads successfully, user authenticated

Username: admin@utility.com, Password: Test@123

Standard authentication flow

2

Click hamburger menu icon and select "Utility Setup" from navigation menu

Utility Setup page loads displaying available utilities for configuration

N/A

Navigation to utility management

3

Locate "Metropolitan Water Authority" utility card and click "Continue Setup" button

Configuration steps interface opens showing 6 available configuration steps

Utility: Metropolitan Water Authority

Utility selection for configuration

4

Click on "Plans & Tariffs" configuration step to access tariff management

Plans & Tariffs module loads with Overview, Tariff, Plans tabs available

N/A

Feature module access

5

Click on "Tariff" tab to navigate to tariff management interface

Tariff listing page displays with existing tariffs and "Add Rate" button visible

N/A

Tariff management access

6

Click "Add Rate" button to initiate new tariff creation

"Create New Tariff Plan" form opens with Basic Information section visible

N/A

Tariff creation form access

7

Enter descriptive tariff name in the Tariff Name field

Field accepts input without validation errors

Tariff Name: "Rate Types Validation Test Tariff"

Basic tariff information entry

8

Click on "Utility Type" dropdown to view available utility options

Dropdown expands showing utility options: Water, Gas, Electricity, Waste Water, Thermal/Heat, etc.

N/A

Utility type options verification

9

Select "Water" from Utility Type dropdown

Water utility type selected successfully, dropdown closes

Utility Type: Water

Utility type selection

10

Click on "Rate Type" dropdown to view available rate type options

Dropdown expands displaying rate type options: Fixed, Variable

N/A

Rate type options verification

11

Verify "Fixed" rate type option is available and selectable

"Fixed" option visible in dropdown and can be selected

Rate Type: Fixed

Fixed rate type availability

12

Select "Fixed" rate type from dropdown

Fixed rate type selected successfully, dropdown closes with selection confirmed

Rate Type: Fixed

Fixed rate type selection

13

Navigate back to Rate Type dropdown and verify "Variable" option

"Variable" option visible in dropdown and can be selected

Rate Type: Variable

Variable rate type availability

14

Select "Variable" rate type to test alternative option

Variable rate type selected successfully, dropdown closes with selection confirmed

Rate Type: Variable

Variable rate type selection

15

Fill in required validity period dates for tariff

Date fields accept valid future dates without validation errors

Valid From: 15-08-2025, Valid To: 31-12-2025

Date validation and entry

16

Verify contextual help text appears for rate type selection

Help text or info icon provides guidance on rate type differences

N/A

User guidance verification

17

Click "Save & Publish" button to create tariff with Fixed rate type

Tariff creation successful, confirmation message displayed

N/A

Fixed rate tariff creation

18

Return to tariff creation form and create second tariff with Variable rate type

Second tariff created successfully with Variable rate type

Tariff Name: "Variable Rate Test Tariff", Rate Type: Variable

Variable rate tariff creation

Verification Points

Primary_Verification: Both Fixed and Variable rate types are available, selectable, and can be used to create tariffs successfully
Secondary_Verifications: Dropdown functionality works correctly, form validation accepts both rate types, contextual help available
Negative_Verification: No disabled rate type options, no validation errors for supported rate types, no missing rate type categories

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording rate type validation results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if rate type issues discovered]
Screenshots_Logs: [Evidence references for rate type selection]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Dashboard access, authentication
Blocked_Tests: Advanced rate configuration tests
Parallel_Tests: Utility type validation tests
Sequential_Tests: TC_007 (Guided tariff creation)

Additional Information

Notes: This test validates core rate type functionality essential for billing system operation
Edge_Cases: Missing rate type configurations, database corruption of rate type data
Risk_Areas: Rate type service availability, database connectivity, form validation logic
Security_Considerations: Ensure only authorized users can create tariffs with different rate types

Missing Scenarios Identified

Scenario_1: Rate type-specific form behavior and field availability
Type: Functional
Rationale: Different rate types may require different configuration fields
Priority: P2

Scenario_2: Rate type change validation for existing tariffs
Type: Business Rules
Rationale: Prevent invalid rate type changes that could affect billing
Priority: P1




Test Case 5: Comprehensive Utility Type Support Validation

Test Case Metadata

Test Case ID: ONB02US05_TC_005
Title: Verify system supports all utility types including Water, Gas, Electricity, and additional utility services
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path], [Consumer Services], [Database/Utility-Configuration], MOD-Plans-Tariffs, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-[Quality-Dashboard, Engineering, Module-Coverage, QA, Customer-Segment-Analysis], Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Utility-Services, Utility-Type-Validation, Happy-Path

Business Context

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

Quality Metrics

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 7 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of utility type selection and support
Integration_Points: Utility Service Configuration, Database, Validation Engine
Code_Module_Mapped: CX-Web-Utility-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Utility configuration service, database with utility type definitions
Performance_Baseline: < 2 seconds for dropdown loading and selection
Data_Requirements: Complete utility type configuration data

Prerequisites

Setup_Requirements: Database with all utility type configurations loaded
User_Roles_Permissions: Utility Administrator role with full access
Test_Data: Utility setup: "Metropolitan Water Authority"
Prior_Test_Cases: Authentication and utility setup functional

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to https://platform-staging.bynry.com/ and complete authentication

Login successful, SMART360 dashboard accessible

Username: admin@utility.com, Password: Test@123

Standard application access

2

Click hamburger menu and navigate to "Utility Setup" section

Utility Setup interface loads with available utilities

N/A

Navigation to utility configuration

3

Select "Metropolitan Water Authority" and click "Continue Setup"

Configuration steps page opens with 6 configuration options

Utility: Metropolitan Water Authority

Utility selection and setup

4

Access "Plans & Tariffs" configuration step

Plans & Tariffs module loads with three main tabs

N/A

Feature module access

5

Navigate to "Tariff" tab and click "Add Rate" button

Create New Tariff Plan form opens with utility type selection

N/A

Tariff creation form access

6

Click on "Utility Type" dropdown to view all available options

Dropdown expands showing complete list of utility types

N/A

Utility type dropdown access

7

Verify "Water" utility type option exists and is selectable

"Water" option visible in dropdown and functions when selected

Utility Type: Water

Core utility type - Water

8

Test "Water" selection functionality

Water utility type selected successfully, dropdown closes with confirmation

Utility Type: Water

Water utility selection test

9

Reopen dropdown and verify "Gas" utility type option

"Gas" option visible in dropdown and functions when selected

Utility Type: Gas

Core utility type - Gas

10

Test "Gas" selection functionality

Gas utility type selected successfully, dropdown closes with confirmation

Utility Type: Gas

Gas utility selection test

11

Reopen dropdown and verify "Electricity" utility type option

"Electricity" option visible in dropdown and functions when selected

Utility Type: Electricity

Core utility type - Electricity

12

Test "Electricity" selection functionality

Electricity utility type selected successfully, dropdown closes with confirmation

Utility Type: Electricity

Electricity utility selection test

13

Verify additional utility type "Waste Water" is available

"Waste Water" option visible and selectable in dropdown

Utility Type: Waste Water

Additional utility type validation

14

Test "Waste Water" selection functionality

Waste Water utility type selected successfully

Utility Type: Waste Water

Waste water utility selection

15

Verify "Thermal/Heat" utility type option availability

"Thermal/Heat" option visible and selectable in dropdown

Utility Type: Thermal/Heat

Additional utility type validation

16

Test "Thermal/Heat" selection functionality

Thermal/Heat utility type selected successfully

Utility Type: Thermal/Heat

Thermal/Heat utility selection

17

Verify "EV" (Electric Vehicle) utility type option

"EV" option visible and selectable in dropdown

Utility Type: EV

EV charging utility type

18

Verify "Broadband" utility type option availability

"Broadband" option visible and selectable in dropdown

Utility Type: Broadband

Broadband utility type

19

Verify "Property Tax" utility type option

"Property Tax" option visible and selectable in dropdown

Utility Type: Property Tax

Property tax utility type

20

Verify "Hot Water" utility type option availability

"Hot Water" option visible and selectable in dropdown

Utility Type: Hot Water

Hot water utility type

21

Verify "Storm Water" utility type option

"Storm Water" option visible and selectable in dropdown

Utility Type: Storm Water

Storm water utility type

22

Test utility type persistence after form completion

Selected utility type remains selected when moving between form fields

N/A

Selection persistence validation

Verification Points

Primary_Verification: All core utility types (Water, Gas, Electricity) and additional utility types are available and selectable
Secondary_Verifications: Dropdown functionality works smoothly, selections persist correctly, comprehensive utility coverage
Negative_Verification: No missing core utility types, no broken selection functionality, no disabled essential options

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording utility type validation results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if utility type issues discovered]
Screenshots_Logs: [Evidence references for utility type selection]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Authentication, utility setup
Blocked_Tests: Utility-specific rate configuration tests
Parallel_Tests: Rate type validation tests
Sequential_Tests: TC_024 (Utility services in plans)

Additional Information

Notes: This test validates comprehensive utility type support essential for multi-utility management
Edge_Cases: New utility type additions, utility type configuration changes, regional utility variations
Risk_Areas: Utility service configuration, database integrity, dropdown population logic
Security_Considerations: Ensure utility type access aligns with user permissions and utility authorization

Missing Scenarios Identified

Scenario_1: Utility type-specific configuration requirements and validations
Type: Business Rules
Rationale: Different utility types may have specific regulatory or operational requirements
Priority: P2

Scenario_2: Utility type filtering and search functionality in large utility lists
Type: Enhancement
Rationale: Improved usability for organizations managing many utility types
Priority: P3




Test Case 6: Overlapping Validity Period Prevention

Test Case Metadata

Test Case ID: ONB02US05_TC_006
Title: Verify system prevents creation of tariffs with overlapping validity periods for same utility and rate type
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Negative], [Business-Rules], [Validation/Database], MOD-Plans-Tariffs, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-[Quality-Dashboard, Engineering, Module-Coverage, QA, Revenue-Impact-Tracking], Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Validation-Engine, Overlap-Prevention, Negative-Testing

Business Context

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

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 8 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of overlap validation business rules
Integration_Points: Validation Engine, Database Query Service, Business Rules Engine
Code_Module_Mapped: CX-Web-Validation-Services
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, QA, Revenue-Impact-Tracking]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Validation service, database with existing tariff data, business rules engine
Performance_Baseline: < 3 seconds for validation processing
Data_Requirements: Existing tariffs for overlap testing scenarios

Prerequisites

Setup_Requirements: Database with existing tariffs for overlap validation testing
User_Roles_Permissions: Utility Administrator role with tariff creation permissions
Test_Data: Existing tariff data for overlap scenarios
Prior_Test_Cases: TC_004 and TC_005 passed successfully

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to https://platform-staging.bynry.com/ and complete login

Application loads successfully, user authenticated

Username: admin@utility.com, Password: Test@123

Standard authentication

2

Navigate through hamburger menu → Utility Setup → Metropolitan Water Authority → Continue Setup

Configuration steps page accessible

Utility: Metropolitan Water Authority

Standard navigation to feature

3

Access Plans & Tariffs → Tariff tab → Add Rate

Create New Tariff Plan form opens

N/A

Tariff creation form access

4

Create baseline tariff for overlap testing

First tariff created successfully

Tariff Name: "Water Fixed Baseline 2025", Utility Type: Water, Rate Type: Fixed, Valid From: 01-01-2025, Valid To: 30-06-2025

Baseline tariff establishment

5

Save and publish the baseline tariff

Tariff saved successfully, appears in tariff listing

N/A

Baseline tariff confirmation

6

Initiate creation of second tariff with overlapping dates

Create New Tariff Plan form opens for second tariff

N/A

Second tariff creation start

7

Enter overlapping tariff details with same utility and rate type

Form accepts basic information entry

Tariff Name: "Water Fixed Overlap Test", Utility Type: Water, Rate Type: Fixed

Overlapping tariff basic info

8

Enter overlapping validity period dates

Date fields accept input initially

Valid From: 15-03-2025, Valid To: 15-09-2025

Overlapping date range entry

9

Attempt to save the overlapping tariff

System displays validation error preventing save

N/A

Overlap validation trigger

10

Verify specific error message content

Error message states: "Dates cannot overlap with existing tariffs of the same utility and rate type"

Error Message: "Dates cannot overlap with existing tariffs of the same utility and rate type"

Error message validation

11

Verify error message positioning and visibility

Error message clearly visible near date fields or in prominent location

N/A

Error display validation

12

Test with different utility type but same dates

Tariff creation succeeds with different utility

Tariff Name: "Gas Fixed Same Dates", Utility Type: Gas, Rate Type: Fixed, Valid From: 15-03-2025, Valid To: 15-09-2025

Different utility type allowed

13

Test with same utility but different rate type

Tariff creation succeeds with different rate type

Tariff Name: "Water Variable Same Dates", Utility Type: Water, Rate Type: Variable, Valid From: 15-03-2025, Valid To: 15-09-2025

Different rate type allowed

14

Test adjacent date ranges (no overlap)

Tariff creation succeeds with adjacent dates

Tariff Name: "Water Fixed Adjacent", Utility Type: Water, Rate Type: Fixed, Valid From: 01-07-2025, Valid To: 31-12-2025

Adjacent dates allowed

15

Test exact boundary overlap scenario

System prevents creation with exact date boundary overlap

Valid From: 30-06-2025, Valid To: 31-08-2025

Boundary condition testing

16

Test partial overlap at start of period

System prevents creation with start date overlap

Valid From: 15-12-2024, Valid To: 15-02-2025

Start overlap prevention

17

Test partial overlap at end of period

System prevents creation with end date overlap

Valid From: 15-05-2025, Valid To: 15-08-2025

End overlap prevention

18

Test complete period containment overlap

System prevents creation when new period contains existing period

Valid From: 01-12-2024, Valid To: 31-08-2025

Containment overlap prevention

Verification Points

Primary_Verification: System prevents overlapping tariffs for same utility and rate type with clear error messaging
Secondary_Verifications: Different utility types allowed, different rate types allowed, adjacent dates permitted
Negative_Verification: No false positive validations, no overlap prevention for valid scenarios

Test Results (Template)

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

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: TC_004 (Rate types), TC_005 (Utility types)
Blocked_Tests: Advanced tariff management tests
Parallel_Tests: Other validation rule tests
Sequential_Tests: TC_007 (Guided tariff creation)

Additional Information

Notes: Critical validation prevents billing conflicts and ensures data integrity in tariff management
Edge_Cases: Timezone considerations, leap year dates, indefinite validity periods
Risk_Areas: Validation logic accuracy, database query performance, complex date calculations
Security_Considerations: Ensure validation cannot be bypassed through direct API calls or data manipulation

Missing Scenarios Identified

Scenario_1: Ongoing tariff (no end date) overlap validation
Type: Business Rules
Rationale: Ongoing tariffs need special overlap handling as mentioned in business rules
Priority: P1

Scenario_2: Bulk tariff import overlap validation
Type: Integration
Rationale: Overlap validation must work during bulk operations
Priority: P2




Test Case 7: Guided Tariff Creation Workflow Validation

Test Case Metadata

Test Case ID: ONB02US05_TC_007
Title: Verify guided step-by-step tariff creation form with contextual help and validation
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path], [User-Experience], [UI/Validation], MOD-Plans-Tariffs, P2-High, Phase-Acceptance, Type-Functional, Platform-Web, Report-[Quality-Dashboard, QA, Module-Coverage, Customer-Segment-Analysis, Engineering], Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Form-Validation, User-Guidance, Happy-Path

Business Context

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

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 7 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100% of guided creation workflow and user assistance
Integration_Points: Form Validation Service, Help Content System, UI Components
Code_Module_Mapped: CX-Web-Form-Components
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, QA, Module-Coverage, Customer-Segment-Analysis, Engineering]
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Help content system, form validation service, UI framework
Performance_Baseline: < 2 seconds for form interactions
Data_Requirements: Clean environment for form testing

Prerequisites

Setup_Requirements: Help content system active, validation rules configured
User_Roles_Permissions: Utility Administrator role
Test_Data: Clean test environment for form workflow testing
Prior_Test_Cases: Basic navigation tests passed

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Complete standard navigation to Plans & Tariffs tariff creation form

Create New Tariff Plan form loads with guided interface

Username: admin@utility.com, Password: Test@123

Standard navigation flow

2

Verify form structure and section organization

Form displays "Basic Information" section followed by "Validity Period" section

N/A

Form layout verification

3

Locate and verify Tariff Name field contextual help

Help text displayed: "Choose a descriptive name that identifies this tariff plan"

N/A

Contextual help validation

4

Test Tariff Name field required validation

Error message appears when field left empty and form submission attempted

Tariff Name: [empty]

Required field validation

5

Verify required field error message clarity

Clear error indication with specific message about missing tariff name

Error: "Tariff Name is required" or similar

Error messaging validation

6

Enter valid tariff name and verify validation clears

Error message disappears, field validation passes

Tariff Name: "Guided Creation Test Tariff"

Validation clearing behavior

7

Verify Utility Type dropdown help or info icon

Info icon or help text available for utility type selection guidance

N/A

Utility type guidance

8

Test Utility Type required field validation

Error shown when attempting to proceed without selection

Utility Type: [not selected]

Required dropdown validation

9

Select utility type and verify Rate Type field becomes active

Rate Type dropdown becomes enabled after utility selection

Utility Type: Water

Conditional field activation

10

Verify Rate Type field contextual help or info icon

Help text or info icon provides guidance on rate type selection

N/A

Rate type guidance

11

Test Rate Type required field validation

Error shown when attempting to proceed without rate type selection

Rate Type: [not selected]

Required rate type validation

12

Verify Validity Period section help text

Help text for Valid From: "The date when this tariff becomes active"

N/A

Date field guidance

13

Verify Valid To field help text

Help text: "The date when this tariff expires. Leave empty for indefinite validity"

N/A

Optional date field guidance

14

Test date field validation with past dates

Validation error prevents use of past dates in Valid From field

Valid From: 01-01-2020

Past date validation

15

Verify date format validation and guidance

Date fields accept DD-MM-YYYY format with appropriate placeholder text

Date Format: DD-MM-YYYY

Date format validation

16

Test Valid To date logic validation

Error shown when Valid To date is before Valid From date

Valid From: 01-08-2025, Valid To: 01-07-2025

Date logic validation

17

Verify overlap warning message display

Blue information box displays: "Dates cannot overlap with existing tariffs of the same utility and rate type"

N/A

Business rule guidance

18

Test complete valid form submission

Form submits successfully when all required fields completed with valid data

Complete valid form data

Successful submission

19

Verify success confirmation message

Success message or confirmation displayed after successful tariff creation

N/A

Success feedback

20

Test form reset or clear functionality

Form can be cleared or reset to start new tariff creation

N/A

Form reset capability

Verification Points

Primary_Verification: Guided form provides clear help text, validates required fields, and guides users through successful completion
Secondary_Verifications: Help text is contextually appropriate, validation messages are clear, form flow is intuitive
Negative_Verification: No confusing error messages, no missing help content, no broken form validation

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording form workflow results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if workflow issues discovered]
Screenshots_Logs: [Evidence references for form validation]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Partial (manual verification needed for help content)

Test Relationships

Blocking_Tests: Basic form access and navigation
Blocked_Tests: Advanced tariff configuration tests
Parallel_Tests: Other form validation tests
Sequential_Tests: TC_008 (Advanced tariff features)

Additional Information

Notes: This test ensures user experience quality and reduces user errors through proper guidance
Edge_Cases: Very long tariff names, special characters in names, browser auto-fill conflicts
Risk_Areas: Help content accuracy, form validation logic, user experience degradation
Security_Considerations: Form validation must prevent injection attacks and data manipulation

Missing Scenarios Identified

Scenario_1: Progressive disclosure based on selections (different fields for different rate types)
Type: Enhancement
Rationale: Enhanced user experience with conditional form fields
Priority: P3

Scenario_2: Form auto-save functionality for incomplete tariff creation
Type: Enhancement
Rationale: Prevents data loss during long form completion sessions
Priority: P4




Test Case 8: Service Charges Configuration with Predefined Options

Test Case Metadata

Test Case ID: ONB02US05_TC_008
Title: Verify service charges configuration using predefined charge options in plan creation
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Acceptance
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path], [Service-Charges], [Database/Configuration], MOD-Plans-Tariffs, P1-Critical, Phase-Acceptance, Type-Functional, Platform-Web, Report-[Quality-Dashboard, Engineering, Module-Coverage, Revenue-Impact-Tracking, QA], Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Billing-System, Service-Charges, Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Onboarding
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: 100% of service charges configuration and predefined options
Integration_Points: Billing System, Service Charge Database, Plan Configuration Service
Code_Module_Mapped: CX-Web-Service-Charges
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, Revenue-Impact-Tracking, QA]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Service charges database, billing system integration, plan creation service
Performance_Baseline: < 3 seconds for service charges loading
Data_Requirements: Complete predefined service charges data (21 charges)

Prerequisites

Setup_Requirements: Database populated with all 21 predefined service charges
User_Roles_Permissions: Utility Administrator role with plan creation permissions
Test_Data: Plan creation in progress, service charges configuration step
Prior_Test_Cases: Plan creation Steps 1-3 completed successfully

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Complete navigation and plan creation through Steps 1-3

Plan creation wizard at Step 4: Service Charges

Username: admin@utility.com, Password: Test@123

Standard plan creation flow

2

Navigate to https://platform-staging.bynry.com/ and complete authentication

Login successful, access to SMART360 dashboard

N/A

Authentication completion

3

Follow standard navigation: Hamburger menu → Utility Setup → Metropolitan Water Authority → Continue Setup → Plans & Tariffs

Plans & Tariffs module accessible

Utility: Metropolitan Water Authority

Standard navigation flow

4

Navigate to Plans tab and click "Add Plan" button

Create New Utility Plan wizard opens at Step 1: Basic Details

N/A

Plan creation initiation

5

Complete Step 1: Basic Details with required information

Step 1 completed, progress advances to Step 2

Plan Name: "Service Charges Test Plan", Short Name: "SCTP", Description: "Testing service charges configuration", Billing Frequency: Monthly

Basic plan details

6

Complete Step 2: Consumer Categories selection

Step 2 completed, progress advances to Step 3

Category: Residential, Subcategory: Single Family

Consumer category selection

7

Complete Step 3: Utility Services configuration

Step 3 completed, progress advances to Step 4: Service Charges

Service: Water, Rate Type: Fixed, Rate Name: newplan

Utility service configuration

8

Verify Step 4: Service Charges page loads correctly

Service Charges configuration interface visible with "Edit Service Charges" section

N/A

Service charges step access

9

Locate "Common Service Charges" section

Section header "Common Service Charges" visible with subtitle "These charges apply to all services"

N/A

Common charges section verification

10

Click "Add Charge" button to add new service charge

New service charge row appears with dropdown fields for configuration

N/A

Add charge functionality

11

Click on "Service Charge Name" dropdown to view predefined options

Dropdown expands showing predefined service charge options

N/A

Predefined charges access

12

Verify "Meter Fee" option exists in predefined charges

"Meter Fee" option visible and selectable in dropdown

Service Charge Name: Meter Fee

Predefined charge #1

13

Verify "Late Payment" option exists in predefined charges

"Late Payment" option visible and selectable in dropdown

Service Charge Name: Late Payment

Predefined charge #2

14

Verify "Admin Charges" option exists in predefined charges

"Admin Charges" option visible and selectable in dropdown

Service Charge Name: Admin Charges

Predefined charge #3

15

Verify "Meter Charge" option exists in predefined charges

"Meter Charge" option visible and selectable in dropdown

Service Charge Name: Meter Charge

Predefined charge #4

16

Verify "Security Deposit" option exists in predefined charges

"Security Deposit" option visible and selectable in dropdown

Service Charge Name: Security Deposit

Predefined charge #5

17

Verify "Storm Water Fee" option exists in predefined charges

"Storm Water Fee" option visible and selectable in dropdown

Service Charge Name: Storm Water Fee

Predefined charge #6

18

Verify "Delivery Charges" option exists in predefined charges

"Delivery Charges" option visible and selectable in dropdown

Service Charge Name: Delivery Charges

Predefined charge #7

19

Verify "Account Setup Fees" option exists in predefined charges

"Account Setup Fees" option visible and selectable in dropdown

Service Charge Name: Account Setup Fees

Predefined charge #8

20

Verify "Activation Charges" option exists in predefined charges

"Activation Charges" option visible and selectable in dropdown

Service Charge Name: Activation Charges

Predefined charge #9

21

Verify "Electric Discount" option exists in predefined charges

"Electric Discount" option visible and selectable in dropdown

Service Charge Name: Electric Discount

Predefined charge #10

22

Verify remaining predefined charges (Water Service Fees through Total Regulatory Charges)

All remaining predefined options visible and selectable

Service Charges: Water Service Fees, Water Discount Fees, Deactivation Charges, Distribution Charges, Service Delivery Fee, Electric Delivery Rate, Total Delivery Charges, Capacity based recovery, 15MM water Service Charge, Total Regulatory Charges

Predefined charges #11-20

23

Verify final predefined charge "Wholesale Market Services" and "Ontario Electricity Rebate"

Final predefined options visible and selectable in dropdown

Service Charge Names: Wholesale Market Services, Ontario Electricity Rebate, Electric Service Est Charge, Distribution Service Charges

Predefined charges #21+

24

Select "Meter Fee" from predefined charges dropdown

Meter Fee selected successfully, dropdown closes

Service Charge Name: Meter Fee

Charge selection test

25

Verify "Utility Service" dropdown shows "Common" option

"Common" option available for utility service selection

Utility Service: Common

Common service charges

26

Select "Common" from Utility Service dropdown

Common utility service selected successfully

Utility Service: Common

Common service selection

27

Verify "Service Charge Type" dropdown options

Dropdown shows: Variable, Fixed, Consumption-based options

N/A

Charge type options

28

Select "Variable" from Service Charge Type dropdown

Variable charge type selected successfully

Service Charge Type: Variable

Charge type selection

29

Enter charge rate amount in "Service Charge Rate (INR)" field

Field accepts numeric input for charge rate

Service Charge Rate: 10

Rate amount entry

30

Verify "Frequency" dropdown options

Dropdown shows frequency options including "First Bill"

N/A

Frequency options verification

31

Select "First Bill" from Frequency dropdown

First Bill frequency selected successfully

Frequency: First Bill

Frequency selection

32

Click "Add Charge" button to add additional service charge

Second service charge row appears for configuration

N/A

Multiple charges capability

33

Configure second service charge with different predefined option

Second charge configured successfully

Service Charge Name: Security Deposit, Utility Service: Common, Type: Fixed, Rate: 50

Multiple charge configuration

34

Verify both configured charges appear in the charges list

Both service charges visible with correct configurations

N/A

Multiple charges display

35

Test service charge deletion functionality

Service charge can be removed using delete/trash icon

N/A

Charge removal capability

Verification Points

Primary_Verification: All 21+ predefined service charges are available and selectable with correct configuration options
Secondary_Verifications: Multiple charges can be configured, charge types and frequencies work correctly, common/service-specific options available
Negative_Verification: No missing predefined charges, no broken charge configuration, no validation errors for valid inputs

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording service charges configuration results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if service charges issues discovered]
Screenshots_Logs: [Evidence references for service charges configuration]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Plan creation Steps 1-3
Blocked_Tests: Plan completion and activation tests
Parallel_Tests: Other plan configuration tests
Sequential_Tests: TC_026 (Plan creation completion)

Additional Information

Notes: Critical test for billing system integration and revenue management accuracy
Edge_Cases: Very high charge amounts, special characters in charge descriptions, currency formatting
Risk_Areas: Billing system integration, charge calculation accuracy, database integrity
Security_Considerations: Ensure charge configuration requires appropriate permissions and cannot be manipulated maliciously

Missing Scenarios Identified

Scenario_1: Service-specific charges configuration (charges that apply only to specific utilities)
Type: Functional
Rationale: Business Rule #52 mentions unmetered utility charges should be visible in service charges
Priority: P2

Scenario_2: Charge calculation preview and validation
Type: Enhancement
Rationale: Users need to verify charge calculations before plan activation
Priority: P3




Test Case 9: Complete Navigation Flow with Resume Functionality

Test Case Metadata

Test Case ID: ONB02US05_TC_009
Title: Verify resume functionality allows users to continue plan creation from where they left off
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path], [User-Experience], [Session-Management], MOD-Plans-Tariffs, P2-High, Phase-Acceptance, Type-Functional, Platform-Web, Report-[Quality-Dashboard, QA, Module-Coverage, Customer-Segment-Analysis, Engineering], Customer-All, Risk-Medium, Business-High, Revenue-Impact-Low, Integration-Session-Storage, Resume-Functionality, Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Low
Business_Priority: Should-Have
Customer_Journey: Onboarding
Compliance_Required: No
SLA_Related: No

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of resume functionality and session management
Integration_Points: Session Storage, Form State Management, Database
Code_Module_Mapped: CX-Web-Session-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, QA, Module-Coverage, Customer-Segment-Analysis, Engineering]
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Session management service, form state persistence, database
Performance_Baseline: < 2 seconds for resume functionality
Data_Requirements: Partially completed plan data for resume testing

Prerequisites

Setup_Requirements: Session management system active, form state persistence enabled
User_Roles_Permissions: Utility Administrator role
Test_Data: Partially completed plan for resume testing
Prior_Test_Cases: Basic plan creation functionality working

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to https://platform-staging.bynry.com/ and complete authentication

Login successful, dashboard accessible

Username: admin@utility.com, Password: Test@123

Standard authentication

2

Follow navigation: Hamburger menu → Utility Setup → Metropolitan Water Authority → Continue Setup → Plans & Tariffs

Plans & Tariffs module accessible

Utility: Metropolitan Water Authority

Standard navigation

3

Navigate to Plans tab and click "Add Plan"

Create New Utility Plan wizard opens at Step 1

N/A

Plan creation initiation

4

Complete Step 1: Basic Details partially

Step 1 form filled with basic information

Plan Name: "Resume Test Plan", Short Name: "RTP", Description: "Testing resume functionality"

Partial Step 1 completion

5

Click "Create & Continue" to advance to Step 2

Progress advances to Step 2: Consumer Categories

N/A

Step progression

6

Complete Step 2: Consumer Categories

Consumer categories selected successfully

Category: Residential, Subcategory: Single Family

Step 2 completion

7

Navigate away from plan creation (close browser tab or navigate to different page)

User leaves plan creation workflow intentionally

N/A

Simulate interruption

8

Return to Plans & Tariffs → Plans tab

Plans listing page loads with resume option

N/A

Return to plans interface

9

Verify resume notification appears

Resume notification visible: "Resume from where you left off? Step 1: Basic Details" with Resume and Start Fresh buttons

Resume text: "Resume from where you left off? Step 1: Basic Details"

Resume notification verification

10

Click "Resume" button

Plan creation wizard reopens at the exact step where user left off (Step 3: Utility Services)

N/A

Resume functionality activation

11

Verify previously entered data is preserved

Step 1 and Step 2 data still populated with previously entered information

Plan Name: "Resume Test Plan", Category: Residential, etc.

Data persistence verification

12

Verify current step indicator is correct

Step 3: Utility Services is highlighted as current active step

N/A

Step progression tracking

13

Complete Step 3: Utility Services

Utility services configuration completed successfully

Service: Water, Rate Type: Fixed, Rate Name: newplan

Continue from resume point

14

Navigate away again before completing Step 4

User leaves workflow at Step 4

N/A

Second interruption simulation

15

Return and verify updated resume point

Resume notification now shows "Step 4: Service Charges" as resume point

Resume text updated to Step 4

Resume point update

16

Test "Start Fresh" option

Click "Start Fresh" button clears all previous data and starts new plan creation

N/A

Fresh start functionality

17

Verify fresh start clears previous session

New plan creation starts at Step 1 with empty form fields

N/A

Session clearing verification

18

Test resume functionality after browser session timeout

Resume works even after extended time or browser restart

N/A

Session persistence testing

Verification Points

Primary_Verification: Resume functionality accurately restores plan creation progress and preserves entered data
Secondary_Verifications: Resume notification displays correct step information, Start Fresh option works correctly
Negative_Verification: No data loss during interruptions, no incorrect step restoration, no session conflicts

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording resume functionality results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if resume issues discovered]
Screenshots_Logs: [Evidence references for resume functionality]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Partial (session testing may require manual verification)

Test Relationships

Blocking_Tests: Basic plan creation functionality
Blocked_Tests: None
Parallel_Tests: Other session management tests
Sequential_Tests: None

Additional Information

Notes: Important for user experience when plan creation process is lengthy or complex
Edge_Cases: Multiple browser tabs, incognito mode, session sharing between users
Risk_Areas: Session storage capacity, data security, cross-browser compatibility
Security_Considerations: Ensure session data is secured and cannot be accessed by unauthorized users

Missing Scenarios Identified

Scenario_1: Resume functionality timeout limits and data expiration
Type: Enhancement
Rationale: Define how long resume data should be preserved
Priority: P3

Scenario_2: Multiple concurrent plan creation sessions
Type: Edge Case
Rationale: Handle multiple incomplete plans for same user
Priority: P4






Test Case 10: Version History Maintenance and Change Tracking

Test Case Metadata

Test Case ID: ONB02US05_TC_010
Title: Verify complete version history maintenance with change attribution and detailed tracking
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path], [Version-Control], [Database/Audit-Trail], MOD-Plans-Tariffs, P1-Critical, Phase-Acceptance, Type-Functional, Platform-Web, Report-[Quality-Dashboard, Engineering, Module-Coverage, QA, Revenue-Impact-Tracking], Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Version-Control, Change-Tracking, 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: 9 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of version control and change tracking functionality
Integration_Points: Version Control Service, Database, Audit Trail System
Code_Module_Mapped: CX-Web-Version-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, QA, Revenue-Impact-Tracking]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Version control service, database audit tables, change tracking system
Performance_Baseline: < 3 seconds for version history loading
Data_Requirements: Existing tariffs with multiple versions for testing

Prerequisites

Setup_Requirements: Database with versioned tariff data, audit trail system active
User_Roles_Permissions: Utility Administrator role with full access
Test_Data: Existing versioned tariff: "Wakad Billing - Version-3"
Prior_Test_Cases: Tariff creation and modification functionality working

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to https://platform-staging.bynry.com/ and complete authentication

Login successful, dashboard accessible

Username: admin@utility.com, Password: Test@123

Standard authentication

2

Follow navigation: Hamburger menu → Utility Setup → Metropolitan Water Authority → Continue Setup → Plans & Tariffs

Plans & Tariffs module accessible

Utility: Metropolitan Water Authority

Standard navigation flow

3

Navigate to "Tariff" tab to access tariff management interface

Tariff listing page displays with existing tariffs and version information

N/A

Tariff management access

4

Locate tariff with multiple versions "Wakad Billing"

Tariff visible in listing showing "Version-3" in version column

Tariff: Wakad Billing, Version: Version-3

Multi-version tariff identification

5

Click on view/details icon for "Wakad Billing" tariff

Tariff details view opens showing current version information

N/A

Tariff details access

6

Locate and click "Version History" button or link

Version history interface opens displaying all versions chronologically

N/A

Version history access

7

Verify version history displays all versions (v1, v2, v3)

All versions listed in reverse chronological order (newest first)

Versions: v3.0, v2.0, v1.0

Version completeness verification

8

Verify version 3.0 details and attribution

Shows: Version v3.0, Modified by user email, timestamp, change description

Version: v3.0, Modified by: [user email], Date: [timestamp]

Latest version details

9

Verify version 2.0 details and attribution

Shows: Version v2.0, Modified by user email, timestamp, change description

Version: v2.0, Modified by: [user email], Date: [timestamp]

Previous version details

10

Verify version 1.0 (initial) details

Shows: Version v1.0, Created by user email, creation timestamp

Version: v1.0, Created by: [user email], Date: [creation timestamp]

Initial version details

11

Verify change descriptions are meaningful

Each version shows descriptive text of what was modified

Example: "Unit Rate updated from 0.12 to 0.15"

Change description quality

12

Create new version by editing current tariff

Click edit button, make changes, save to create new version

Rate change: $0.15 to $0.18

New version creation

13

Verify new version (v4.0) appears in history

Version history updated with new v4.0 entry at top of list

Version: v4.0, Change: Rate update

Version increment verification

14

Verify change attribution for new version

New version shows current user as modifier with accurate timestamp

Modified by: admin@utility.com, Date: [current timestamp]

Attribution accuracy

15

Test version comparison between v3.0 and v4.0

Version comparison shows differences between selected versions

Compare: v3.0 vs v4.0, Difference: Rate $0.15 → $0.18

Version comparison

16

Verify version history preservation

All previous versions remain accessible and unchanged

N/A

Version persistence

17

Test version history search or filtering

Can search versions by date, user, or change type

N/A

Version search capability

18

Verify audit trail completeness

All changes recorded with full details: who, when, what changed

N/A

Audit completeness

Verification Points

Primary_Verification: Complete version history maintained with accurate change attribution and detailed modification tracking
Secondary_Verifications: Change descriptions are meaningful, timestamps accurate, user attribution correct
Negative_Verification: No missing versions, no incorrect attribution, no lost change history

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording version history results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if version issues discovered]
Screenshots_Logs: [Evidence references for version tracking]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Partial

Test Relationships

Blocking_Tests: Tariff creation and modification
Blocked_Tests: Advanced audit reporting tests
Parallel_Tests: Other audit trail tests
Sequential_Tests: TC_017 (Version comparison)

Additional Information

Notes: Critical for regulatory compliance and change tracking in utility billing systems
Edge_Cases: Rapid successive changes, bulk modifications, system clock changes
Risk_Areas: Database integrity, audit trail completeness, performance with large version histories
Security_Considerations: Ensure version history cannot be tampered with or deleted by unauthorized users

Missing Scenarios Identified

Scenario_1: Version rollback functionality (if supported)
Type: Enhancement
Rationale: May need ability to revert to previous versions
Priority: P3

Scenario_2: Version history export for compliance reporting
Type: Compliance
Rationale: Regulatory requirements may need exportable audit trails
Priority: P2




Test Case 11: Status Management with Visual Indicators

Test Case Metadata

Test Case ID: ONB02US05_TC_011
Title: Verify tariff and plan status management with appropriate visual indicators and state transitions
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path], [Status-Management], [UI/Database], MOD-Plans-Tariffs, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-[Quality-Dashboard, QA, Module-Coverage, Customer-Segment-Analysis, Engineering], Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Status-Management, Visual-Indicators, 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: Medium
Expected_Execution_Time: 6 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100% of status management and visual indication systems
Integration_Points: Status Management Service, UI Components, Database
Code_Module_Mapped: CX-Web-Status-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, QA, Module-Coverage, Customer-Segment-Analysis, Engineering]
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Status management service, UI framework, database
Performance_Baseline: < 2 seconds for status changes
Data_Requirements: Active and inactive tariffs/plans for status testing

Prerequisites

Setup_Requirements: Mixed status entities for testing status transitions
User_Roles_Permissions: Utility Administrator role with status management permissions
Test_Data: Active tariffs and plans for status change testing
Prior_Test_Cases: Basic tariff and plan management functional

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to https://platform-staging.bynry.com/ and complete authentication

Login successful, dashboard accessible

Username: admin@utility.com, Password: Test@123

Standard authentication

2

Follow navigation: Hamburger menu → Utility Setup → Metropolitan Water Authority → Continue Setup → Plans & Tariffs

Plans & Tariffs module accessible

Utility: Metropolitan Water Authority

Standard navigation flow

3

Navigate to "Tariff" tab to access tariff listing

Tariff listing page displays with status column visible

N/A

Tariff status interface

4

Observe current tariff status indicators

All tariffs show "ACTIVE" status with green badge styling

Status: ACTIVE (green badges)

Current status verification

5

Locate status toggle switch for first tariff

Toggle switch visible in action column showing enabled/active position

N/A

Status control identification

6

Click status toggle to change from ACTIVE to INACTIVE

Toggle switches to disabled position, status updates to INACTIVE

Status change: ACTIVE → INACTIVE

Status transition test

7

Verify visual indicator change

Status badge changes from green "ACTIVE" to red/gray "INACTIVE"

Visual change: Green → Red/Gray

Visual feedback verification

8

Verify status change persistence

Status remains INACTIVE after page refresh

N/A

Status persistence test

9

Toggle status back to ACTIVE

Status successfully changes back to ACTIVE with green indicator

Status change: INACTIVE → ACTIVE

Reverse status transition

10

Navigate to "Plans" tab

Plans listing displays with status controls

N/A

Plans status interface

11

Observe plan status indicators

Plans show "Active" status with green toggle switches

Status: Active (green toggles)

Plans status verification

12

Test plan status toggle functionality

Plan status can be changed using toggle switch

Status change: Active → Inactive

Plans status management

13

Verify plan status visual feedback

Toggle switch color and position changes appropriately

Visual change: Green enabled → Gray disabled

Plans visual feedback

14

Test bulk status change (if available)

Multiple items can have status changed simultaneously

N/A

Bulk status operations

15

Verify status change audit logging

Status changes are recorded in system logs with user attribution

N/A

Status change tracking

16

Test status filter functionality

Can filter items by status (Active/Inactive)

Filter: Active items only

Status filtering

17

Verify status-based business rules

Inactive items cannot be assigned to new customers/accounts

N/A

Status-based restrictions

18

Test status change permissions

Only authorized users can modify status

N/A

Status change authorization

Verification Points

Primary_Verification: Status changes work correctly with appropriate visual indicators and business rule enforcement
Secondary_Verifications: Visual consistency, status persistence, audit logging functional
Negative_Verification: No unauthorized status changes, no visual inconsistencies, no status conflicts

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording status management results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if status issues discovered]
Screenshots_Logs: [Evidence references for status changes]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Basic tariff/plan management
Blocked_Tests: Status-dependent business rule tests
Parallel_Tests: Other UI interaction tests
Sequential_Tests: TC_015 (Automatic status updates)

Additional Information

Notes: Important for operational control and lifecycle management of utility offerings
Edge_Cases: Rapid status changes, concurrent user modifications, network interruptions during status change
Risk_Areas: Status synchronization, business rule enforcement, UI responsiveness
Security_Considerations: Ensure status changes are properly authorized and logged

Missing Scenarios Identified

Scenario_1: Scheduled status changes (future activation/deactivation)
Type: Enhancement
Rationale: Operational efficiency for planned status transitions
Priority: P3

Scenario_2: Status change notifications to stakeholders
Type: Integration
Rationale: Alert relevant parties when important items are deactivated
Priority: P3




Test Case 12: File Upload and Download Functionality

Test Case Metadata

Test Case ID: ONB02US05_TC_012
Title: Verify authorized users can upload and download tariff/plan data in standard formats
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path], [Data-Management], [File-Operations], MOD-Plans-Tariffs, P2-High, Phase-Acceptance, Type-Functional, Platform-Web, Report-[Quality-Dashboard, Engineering, Module-Coverage, QA, Customer-Segment-Analysis], Customer-All, Risk-High, Business-High, Revenue-Impact-Medium, Integration-File-Services, Bulk-Operations, Happy-Path

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of file upload/download and bulk operations
Integration_Points: File Service, Data Validation, Database, Export Service
Code_Module_Mapped: CX-Web-File-Operations
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, QA, Customer-Segment-Analysis]
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: File service, data validation service, database, export service
Performance_Baseline: < 10 seconds for export generation, < 5 seconds for import validation
Data_Requirements: Sample CSV files for import testing, existing data for export testing

Prerequisites

Setup_Requirements: File service active, sample import files prepared, existing tariff/plan data
User_Roles_Permissions: Utility Administrator role with import/export permissions
Test_Data: Sample CSV with columns: Tariff Name, Utility Type, Rate Type, Valid From, Valid To, Status, Version
Prior_Test_Cases: Basic tariff/plan management functional

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to https://platform-staging.bynry.com/ and complete authentication

Login successful, dashboard accessible

Username: admin@utility.com, Password: Test@123

Standard authentication

2

Follow navigation: Hamburger menu → Utility Setup → Metropolitan Water Authority → Continue Setup → Plans & Tariffs

Plans & Tariffs module accessible

Utility: Metropolitan Water Authority

Standard navigation flow

3

Navigate to "Tariff" tab and locate export functionality

Export button or option visible in tariff management interface

N/A

Export feature identification

4

Click export/download button for tariffs

Export process initiates, file download begins

N/A

Export execution

5

Verify download file format and naming

File downloads as CSV format with descriptive filename

Expected: tariffs_export_YYYY-MM-DD.csv

File format verification

6

Open downloaded CSV file

File opens correctly in spreadsheet application (Excel/LibreOffice)

N/A

File compatibility test

7

Verify CSV content structure and headers

File contains headers: Tariff Name, Utility Type, Rate Type, Valid From, Valid To, Status, Version

Headers: Tariff Name, Utility Type, Rate Type, Valid From, Valid To, Status, Version

Data structure validation

8

Verify exported data accuracy

Exported data matches current tariff data in system

Sample: Wakad Billing, Water, Fixed, 01 Aug 2025, Ongoing, ACTIVE, Version-3

Data accuracy verification

9

Navigate to Plans tab and test plan export

Plans export functionality works similarly to tariffs

N/A

Plans export testing

10

Verify plans export content

Plans CSV contains: Plan Name, Consumer Categories, Billing Frequency, Validity, Utility Services, Status

Headers: Plan Name, Consumer Categories, Billing Frequency, Validity, Utility Services, Status

Plans export structure

11

Prepare valid import file for testing

Create properly formatted CSV file for import testing

Sample data: Test Import Tariff, Water, Fixed, 01-09-2025, 31-12-2025, ACTIVE, v1

Import file preparation

12

Locate and click import/upload functionality

Import button or file upload option available

N/A

Import feature identification

13

Select valid CSV file for import

File selection dialog opens, valid file can be selected

File: valid_tariffs_import.csv

File selection process

14

Initiate import process

Import process begins with file validation

N/A

Import execution

15

Verify import validation feedback

System validates file format and data before processing

N/A

Import validation process

16

Confirm successful import

Import completes successfully with confirmation message

N/A

Import success verification

17

Verify imported data appears in listing

Newly imported tariffs/plans visible in respective listings

N/A

Import result verification

18

Test import error handling with invalid file

Upload file with invalid format or data, verify error handling

File: invalid_format.txt or malformed_data.csv

Error handling validation

19

Verify detailed error messages

System provides specific error messages for import failures

N/A

Error messaging quality

20

Test large file import performance

Import file with 100+ records performs within acceptable time

File: large_tariffs_100_records.csv

Performance testing

Verification Points

Primary_Verification: Export generates accurate CSV files, import processes valid files correctly with proper validation
Secondary_Verifications: File formats are standard, error handling is comprehensive, performance is acceptable
Negative_Verification: Invalid files are rejected, malformed data doesn't corrupt system, unauthorized access prevented

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording file operations results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if file operation issues discovered]
Screenshots_Logs: [Evidence references for file operations]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Partial (file content validation may require manual verification)

Test Relationships

Blocking_Tests: User authentication and permissions
Blocked_Tests: Bulk data management tests
Parallel_Tests: Other data management tests
Sequential_Tests: TC_018 (Permission-based access)

Additional Information

Notes: Critical for bulk data management and system migration scenarios
Edge_Cases: Very large files, special characters in data, network interruptions during upload/download
Risk_Areas: Data integrity during import, file size limitations, concurrent file operations
Security_Considerations: File upload security, data validation to prevent injection, access control enforcement

Missing Scenarios Identified

Scenario_1: Bulk update via import (modify existing records)
Type: Enhancement
Rationale: Efficient way to update multiple records simultaneously
Priority: P3

Scenario_2: Import preview and confirmation before final processing
Type: Enhancement
Rationale: User verification before committing bulk changes
Priority: P2




Test Case 13: Advanced Filtering and Search Capabilities

Test Case Metadata

Test Case ID: ONB02US05_TC_013
Title: Verify comprehensive filtering and search capabilities in tariff and plan management interfaces
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path], [Search-Filter], [UI/Database], MOD-Plans-Tariffs, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-[Quality-Dashboard, QA, Module-Coverage, Customer-Segment-Analysis, Engineering], Customer-All, Risk-Medium, Business-High, Revenue-Impact-Low, Integration-Search-Engine, Filter-Operations, Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Low
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: 8 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100% of search and filtering functionality
Integration_Points: Search Engine, Database Query Service, UI Components
Code_Module_Mapped: CX-Web-Search-Filter
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, QA, Module-Coverage, Customer-Segment-Analysis, Engineering]
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Search service, database indexing, UI framework
Performance_Baseline: < 2 seconds for search results, < 1 second for filter application
Data_Requirements: Diverse tariff and plan data for comprehensive search testing

Prerequisites

Setup_Requirements: Search indexing active, diverse test data available
User_Roles_Permissions: Utility Administrator role
Test_Data: Mixed tariffs: "Wakad Billing", "Harsh Jha", "Harsh", various utility types and statuses
Prior_Test_Cases: Basic tariff/plan listing functional

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to https://platform-staging.bynry.com/ and complete authentication

Login successful, dashboard accessible

Username: admin@utility.com, Password: Test@123

Standard authentication

2

Follow navigation: Hamburger menu → Utility Setup → Metropolitan Water Authority → Continue Setup → Plans & Tariffs

Plans & Tariffs module accessible

Utility: Metropolitan Water Authority

Standard navigation flow

3

Navigate to "Tariff" tab to access tariff listing

Tariff listing page displays with search and filter options

N/A

Tariff interface access

4

Locate search box and verify placeholder text

Search box visible with appropriate placeholder text "Search users..." or similar

N/A

Search interface identification

5

Enter search term in search box

Search box accepts text input without errors

Search term: "Wakad"

Basic search input

6

Execute search by pressing Enter or clicking search button

Search results display filtered to match search criteria

Results: "Wakad Billing" tariff displayed

Search execution and results

7

Verify search result accuracy

Only tariffs matching search term are displayed

Expected: "Wakad Billing" only

Search precision verification

8

Clear search and test different search term

Search results update with new criteria

Search term: "Harsh"

Multiple results search

9

Verify multiple search results

Both "Harsh Jha" and "Harsh" tariffs displayed in results

Results: "Harsh Jha", "Harsh"

Multiple results handling

10

Locate and click "Show Filters" button

Filter panel expands showing available filter options

N/A

Filter panel access

11

Verify "Utility Type" filter availability

Utility Type filter dropdown visible with collapsible functionality

Filter: Utility Type (collapsible)

Collapsible filter verification

12

Verify "Rate Type" filter availability

Rate Type filter dropdown visible with collapsible functionality

Filter: Rate Type (collapsible)

Rate type filter verification

13

Verify "Status" filter availability

Status filter dropdown visible with collapsible functionality

Filter: Status (collapsible)

Status filter verification

14

Test Utility Type filter - select "Water"

Results filter to show only Water utility tariffs

Filter selection: Water

Utility type filtering

15

Verify filtered results accuracy

Only Water utility tariffs displayed in results

Expected: Water utility tariffs only

Filter result validation

16

Add Status filter - select "Active"

Results further filtered to show only Active Water tariffs

Filter combination: Water + Active

Combined filtering

17

Verify combined filter results

Only Active Water tariffs displayed

Expected: Active Water tariffs only

Multiple


Verification Points

Primary_Verification: Search and filtering functionality works accurately with proper result filtering and performance
Secondary_Verifications: Collapsible filters work correctly, combined search/filter operations function properly, reset capability works
Negative_Verification: No irrelevant results in search, no broken filter combinations, no performance degradation

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording search/filter results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if search/filter issues discovered]
Screenshots_Logs: [Evidence references for search functionality]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Basic listing functionality
Blocked_Tests: Advanced reporting tests
Parallel_Tests: Other UI interaction tests
Sequential_Tests: None

Additional Information

Notes: Important for user productivity when managing large numbers of tariffs and plans
Edge_Cases: Special characters in search, very long search terms, concurrent filter operations
Risk_Areas: Search performance, database query optimization, UI responsiveness
Security_Considerations: Ensure search doesn't expose unauthorized data

Missing Scenarios Identified

Scenario_1: Saved search/filter configurations
Type: Enhancement
Rationale: User productivity for frequently used search criteria
Priority: P4

Scenario_2: Advanced search with date ranges and complex criteria
Type: Enhancement
Rationale: Power user functionality for complex data analysis
Priority: P3




Test Case 14: Deletion Prevention for In-Use Tariffs

Test Case Metadata

Test Case ID: ONB02US05_TC_014
Title: Verify system prevents deletion of tariffs currently in use by customer accounts with appropriate error messaging
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Negative], [Business-Rules], [Data-Integrity], MOD-Plans-Tariffs, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-[Quality-Dashboard, Engineering, Module-Coverage, Revenue-Impact-Tracking, QA], Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Database-Validation, Deletion-Prevention, Negative-Testing

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: 7 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of deletion prevention business rules and validation
Integration_Points: Database Validation, Customer Account Service, Business Rules Engine
Code_Module_Mapped: CX-Web-Data-Integrity
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, Revenue-Impact-Tracking, QA]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Customer account service, database referential integrity, business rules validation
Performance_Baseline: < 3 seconds for deletion validation check
Data_Requirements: Tariffs linked to customer accounts, unused tariffs for testing

Prerequisites

Setup_Requirements: Database with tariffs linked to customer accounts and unused tariffs
User_Roles_Permissions: Utility Administrator role with deletion permissions
Test_Data: In-use tariff: "Wakad Billing", unused test tariff for deletion testing
Prior_Test_Cases: Tariff creation and customer account management functional

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to https://platform-staging.bynry.com/ and complete authentication

Login successful, dashboard accessible

Username: admin@utility.com, Password: Test@123

Standard authentication

2

Follow navigation: Hamburger menu → Utility Setup → Metropolitan Water Authority → Continue Setup → Plans & Tariffs

Plans & Tariffs module accessible

Utility: Metropolitan Water Authority

Standard navigation flow

3

Navigate to "Tariff" tab to access tariff management

Tariff listing displays with existing tariffs and action controls

N/A

Tariff management access

4

Identify tariff currently in use by customers

Locate "Wakad Billing" tariff known to be linked to customer accounts

Tariff: Wakad Billing (in-use)

In-use tariff identification

5

Locate action buttons for "Wakad Billing" tariff

Action column shows available operations (view, edit, toggle, delete)

N/A

Action controls verification

6

Attempt to click delete button/icon for in-use tariff

Delete option either disabled or shows warning dialog

N/A

Deletion attempt initiation

7

Verify deletion prevention mechanism

System prevents deletion with error message or disabled button

Expected behavior: Deletion blocked

Protection mechanism verification

8

Verify specific error message content

Error message states: "Cannot delete tariff currently in use by customer accounts"

Error message: "Cannot delete tariff currently in use by customer accounts"

Error messaging validation

9

Verify error message visibility and clarity

Error message displayed prominently with clear explanation

N/A

Error presentation quality

10

Create new test tariff not assigned to customers

Create tariff specifically for deletion testing

Tariff Name: "Test Deletion Tariff", Utility: Water, Rate: Fixed, Dates: Future

Unused tariff creation

11

Verify new tariff appears in listing

Test tariff visible in tariff list with action controls

N/A

New tariff verification

12

Attempt deletion of unused test tariff

Delete option available and functional for unused tariff

N/A

Allowed deletion attempt

13

Confirm deletion of unused tariff

Deletion proceeds with confirmation dialog or immediate removal

N/A

Deletion confirmation process

14

Verify successful deletion feedback

Success message displayed confirming tariff removal

Success message: "Tariff deleted successfully"

Deletion success feedback

15

Verify deleted tariff removed from listing

Test tariff no longer appears in tariff list

N/A

Deletion result verification

16

Test deletion prevention for plans in use

Navigate to Plans tab and test similar deletion prevention for plans

N/A

Plans deletion prevention

17

Verify business rule consistency

Deletion prevention works consistently across tariffs and plans

N/A

Cross-entity consistency

18

Test bulk deletion prevention

If bulk operations available, verify prevention works for multiple items

N/A

Bulk operation protection

Verification Points

Primary_Verification: System prevents deletion of in-use tariffs with clear error messaging, allows deletion of unused items
Secondary_Verifications: Error messages are informative, deletion confirmation works for valid cases, business rules consistent
Negative_Verification: No data corruption from failed deletion attempts, no unauthorized deletions, no system errors

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording deletion prevention results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if deletion issues discovered]
Screenshots_Logs: [Evidence references for deletion prevention]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Tariff creation, customer account management
Blocked_Tests: Advanced data integrity tests
Parallel_Tests: Other business rule validation tests
Sequential_Tests: TC_019 (Audit logging)

Additional Information

Notes: Critical for data integrity and preventing billing system corruption
Edge_Cases: Recently unassigned tariffs, orphaned references, concurrent deletion attempts
Risk_Areas: Database referential integrity, business rule accuracy, performance of usage checking
Security_Considerations: Ensure deletion prevention cannot be bypassed through direct database access or API manipulation

Missing Scenarios Identified

Scenario_1: Soft delete vs hard delete for in-use items
Type: Business Rules
Rationale: May need to preserve historical data while preventing active use
Priority: P2

Scenario_2: Deletion impact analysis before prevention
Type: Enhancement
Rationale: Show administrators what would be affected by deletion
Priority: P3




Test Case 15: Automatic Status Updates on Expiration

Test Case Metadata

Test Case ID: ONB02US05_TC_015
Title: Verify automatic tariff status update to "Expired" when validity dates are exceeded
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path], [Automation], [Status-Management], MOD-Plans-Tariffs, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-[Quality-Dashboard, Engineering, Module-Coverage, QA, Revenue-Impact-Tracking], Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Scheduler, Auto-Status-Updates, Happy-Path

Business Context

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

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 15 minutes (includes time simulation)
Reproducibility_Score: Medium
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100% of automatic status update functionality
Integration_Points: Scheduler Service, Status Management, Database, Notification Service
Code_Module_Mapped: CX-Web-Auto-Status-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, QA, Revenue-Impact-Tracking]
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Scheduler service, automatic status update service, database
Performance_Baseline: Status updates processed within 1 hour of expiration
Data_Requirements: Tariffs with near-future expiration dates for testing

Prerequisites

Setup_Requirements: Scheduler service active, automatic status update functionality enabled
User_Roles_Permissions: Utility Administrator role
Test_Data: Tariff with short validity period for testing expiration
Prior_Test_Cases: Tariff creation and status management functional

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to https://platform-staging.bynry.com/ and complete authentication

Login successful, dashboard accessible

Username: admin@utility.com, Password: Test@123

Standard authentication

2

Follow navigation: Hamburger menu → Utility Setup → Metropolitan Water Authority → Continue Setup → Plans & Tariffs

Plans & Tariffs module accessible

Utility: Metropolitan Water Authority

Standard navigation flow

3

Navigate to "Tariff" tab and click "Add Rate" to create test tariff

Create New Tariff Plan form opens

N/A

Test tariff creation start

4

Create tariff with near-future expiration date

Tariff created successfully with short validity period

Tariff Name: "Auto Expiration Test", Utility: Water, Rate: Fixed, Valid From: Current Date, Valid To: Current Date + 1 day

Short validity tariff

5

Save and publish the test tariff

Tariff appears in listing with "ACTIVE" status

Status: ACTIVE

Initial active status

6

Verify initial status display

Test tariff shows as "ACTIVE" with green badge

Status: ACTIVE (green badge)

Initial status verification

7

Document current system time and expiration time

Record exact times for verification tracking

System Time: [current], Expiration: [tomorrow same time]

Time tracking for validation

8

Wait for expiration date to pass (or simulate time advancement if possible)

Time passes beyond tariff validity period

Wait period: 24+ hours

Time progression simulation

9

Refresh tariff listing page

Page reloads with updated status information

N/A

Status refresh trigger

10

Verify automatic status change to "EXPIRED"

Test tariff now shows "EXPIRED" status instead of "ACTIVE"

Status: EXPIRED (red/gray badge)

Automatic status update verification

11

Verify visual indicator change

Status badge changes from green "ACTIVE" to red/gray "EXPIRED"

Visual change: Green → Red/Gray

Visual feedback verification

12

Verify expired tariff behavior restrictions

Expired tariff cannot be assigned to new customer accounts

N/A

Business rule enforcement

13

Check if system notifications were generated

Verify if administrators received expiration notifications

N/A

Notification system verification

14

Test multiple tariffs expiring simultaneously

Create and expire multiple tariffs to test batch processing

N/A

Batch expiration handling

15

Verify expiration audit trail

Status change logged in audit trail with automatic system attribution

N/A

Audit logging verification

16

Test edge case: tariff expiring at midnight

Verify precise timing of status changes at day boundaries

Expiration time: 23:59:59 → 00:00:00

Edge case timing

17

Verify expired status persistence

Expired status remains stable after multiple page refreshes

N/A

Status persistence verification

18

Test plan expiration functionality

Similar automatic expiration works for plans with end dates

N/A

Plans expiration testing

Verification Points

Primary_Verification: Tariffs automatically change to "EXPIRED" status when validity dates are exceeded
Secondary_Verifications: Visual indicators update correctly, business rules prevent use of expired tariffs, audit trail records changes
Negative_Verification: No premature status changes, no failures in batch expiration processing, no system errors

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording auto-expiration results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if expiration issues discovered]
Screenshots_Logs: [Evidence references for status changes]

Execution Analytics

Execution_Frequency: Monthly
Maintenance_Effort: Medium
Automation_Candidate: Yes (with time simulation capabilities)

Test Relationships

Blocking_Tests: Tariff creation, status management
Blocked_Tests: Advanced lifecycle management tests
Parallel_Tests: Other automated process tests
Sequential_Tests: None

Additional Information

Notes: Important for automated lifecycle management and preventing use of outdated tariffs
Edge_Cases: Timezone changes, daylight saving time transitions, leap year dates
Risk_Areas: Scheduler reliability, database transaction consistency, notification delivery
Security_Considerations: Ensure automatic processes cannot be manipulated or bypassed

Missing Scenarios Identified

Scenario_1: Grace period before expiration status change
Type: Enhancement
Rationale: Allow brief grace period for operational flexibility
Priority: P3

Scenario_2: Automatic renewal options for recurring tariffs
Type: Enhancement
Rationale: Streamline management of ongoing utility offerings
Priority: P4




Test Case 16: Contextual Tips and Benefits Display

Test Case Metadata

Test Case ID: ONB02US05_TC_016
Title: Verify contextual tips and benefits display for tariff configurations with appropriate user guidance
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: UI
Test Level: System
Priority: P3-Medium
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path], [User-Experience], [Help-Content], MOD-Plans-Tariffs, P3-Medium, Phase-Acceptance, Type-UI, Platform-Web, Report-[Quality-Dashboard, QA, Module-Coverage, Customer-Segment-Analysis, Engineering], Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-Help-System, Contextual-Help, Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: Low
Business_Priority: Could-Have
Customer_Journey: Onboarding
Compliance_Required: No
SLA_Related: No

Quality Metrics

Risk_Level: Low
Complexity_Level: Low
Expected_Execution_Time: 6 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Low

Coverage Tracking

Feature_Coverage: 100% of contextual help and guidance systems
Integration_Points: Help Content System, UI Components, Content Management
Code_Module_Mapped: CX-Web-Help-System
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, QA, Module-Coverage, Customer-Segment-Analysis, Engineering]
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Help content system, UI framework, content management system
Performance_Baseline: < 1 second for help content loading
Data_Requirements: Complete help content database

Prerequisites

Setup_Requirements: Help content system active, all contextual help content loaded
User_Roles_Permissions: Utility Administrator role
Test_Data: Access to tariff and plan creation forms
Prior_Test_Cases: Form access functionality working

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to https://platform-staging.bynry.com/ and complete authentication

Login successful, dashboard accessible

Username: admin@utility.com, Password: Test@123

Standard authentication

2

Follow navigation: Hamburger menu → Utility Setup → Metropolitan Water Authority → Continue Setup → Plans & Tariffs

Plans & Tariffs module accessible

Utility: Metropolitan Water Authority

Standard navigation flow

3

Navigate to "Tariff" tab and click "Add Rate"

Create New Tariff Plan form opens with contextual help elements

N/A

Form access with help system

4

Locate Tariff Name field and verify help text

Help text displays: "Choose a descriptive name that identifies this tariff plan"

Help text: "Choose a descriptive name that identifies this tariff plan"

Tariff name guidance

5

Verify Utility Type field has info icon or help indicator

Info icon (ℹ) or question mark available near Utility Type dropdown

N/A

Utility type help availability

6

Click or hover over Utility Type info icon

Contextual help appears explaining utility type selection

N/A

Utility type help content

7

Verify Rate Type field has info icon or help indicator

Info icon (ℹ) or question mark available near Rate Type dropdown

N/A

Rate type help availability

8

Click or hover over Rate Type info icon

Contextual help appears explaining rate type differences

N/A

Rate type help content

9

Verify Valid From field help text

Help text displays: "The date when this tariff becomes active"

Help text: "The date when this tariff becomes active"

Valid From guidance

10

Verify Valid To field help text

Help text displays: "The date when this tariff expires. Leave empty for indefinite validity"

Help text: "The date when this tariff expires. Leave empty for indefinite validity"

Valid To guidance

11

Verify overlap warning display

Blue information box displays: "Dates cannot overlap with existing tariffs of the same utility and rate type"

Warning: "Dates cannot overlap with existing tariffs of the same utility and rate type"

Business rule guidance

12

Test contextual help for Fixed rate type selection

Help content explains Fixed rate characteristics and benefits

N/A

Fixed rate specific guidance

13

Test contextual help for Variable rate type selection

Help content explains Variable rate characteristics and benefits

N/A

Variable rate specific guidance

14

Navigate to Plans creation and verify plan-specific help

Plan creation form shows relevant contextual help for plans

N/A

Plans contextual help

15

Verify Plan Name field help text

Appropriate guidance provided for plan naming conventions

N/A

Plan name guidance

16

Verify Consumer Categories help content

Help explains category selection and its impact

N/A

Consumer categories guidance

17

Verify Service Charges help content

Contextual help explains service charge configuration

N/A

Service charges guidance

18

Test help content accessibility

Help content readable with appropriate font size and contrast

N/A

Accessibility validation

19

Verify help content accuracy

All help text is accurate and matches current functionality

N/A

Content accuracy verification

20

Test help content responsiveness

Help content displays correctly on different screen sizes

N/A

Responsive help content

Verification Points

Primary_Verification: Contextual help is available, accurate, and provides valuable guidance for form completion
Secondary_Verifications: Help content is accessible, well-formatted, and appears consistently across forms
Negative_Verification: No missing help content, no broken help links, no inaccurate guidance

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording contextual help results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if help content issues discovered]
Screenshots_Logs: [Evidence references for help content]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Partial (content verification may require manual review)

Test Relationships

Blocking_Tests: Form access functionality
Blocked_Tests: None
Parallel_Tests: Other UI/UX tests
Sequential_Tests: None

Additional Information

Notes: Important for user experience and reducing user errors through proper guidance
Edge_Cases: Very long help content, special characters in help text, multilingual content
Risk_Areas: Content management system availability, help content accuracy maintenance
Security_Considerations: Ensure help content cannot be manipulated or used for injection attacks

Missing Scenarios Identified

Scenario_1: Interactive help tours or guided tutorials
Type: Enhancement
Rationale: Enhanced onboarding experience for new users
Priority: P4

Scenario_2: Context-sensitive help based on user role or experience level
Type: Enhancement
Rationale: Personalized guidance based on user expertise
Priority: P4




Test Case 17: Version Comparison Functionality

Test Case Metadata

Test Case ID: ONB02US05_TC_017
Title: Verify version comparison view displays differences between tariff versions with highlighting and change summary
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path], [Version-Control], [UI/Database], MOD-Plans-Tariffs, P2-High, Phase-Acceptance, Type-Functional, Platform-Web, Report-[Quality-Dashboard, Engineering, Module-Coverage, QA, Customer-Segment-Analysis], Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Version-Control, Comparison-Engine, 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: 8 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100% of version comparison and difference visualization
Integration_Points: Version Control Service, Comparison Engine, UI Components
Code_Module_Mapped: CX-Web-Version-Comparison
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, QA, Customer-Segment-Analysis]
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Version control service, comparison engine, modal framework
Performance_Baseline: < 3 seconds for version comparison loading
Data_Requirements: Multi-version tariffs with documented changes

Prerequisites

Setup_Requirements: Multi-version tariffs available, version comparison functionality enabled
User_Roles_Permissions: Utility Administrator role
Test_Data: "Wakad Billing" tariff with multiple versions (v1, v2, v3)
Prior_Test_Cases: TC_010 (Version history) functional

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to https://platform-staging.bynry.com/ and complete authentication

Login successful, dashboard accessible

Username: admin@utility.com, Password: Test@123

Standard authentication

2

Follow navigation: Hamburger menu → Utility Setup → Metropolitan Water Authority → Continue Setup → Plans & Tariffs

Plans & Tariffs module accessible

Utility: Metropolitan Water Authority

Standard navigation flow

3

Navigate to "Tariff" tab and locate multi-version tariff

"Wakad Billing - Version-3" visible in tariff listing

Tariff: Wakad Billing, Current Version: Version-3

Multi-version tariff identification

4

Click on view/details icon for "Wakad Billing" tariff

Tariff details view opens with version information

N/A

Tariff details access

5

Access version history functionality

Version history interface displays all available versions

Versions available: v1.0, v2.0, v3.0

Version history access

6

Select version comparison option

Version comparison interface becomes available

N/A

Comparison feature access

7

Select first version for comparison (v2.0)

Version v2.0 selected as first comparison target

Comparison source: v2.0

First version selection

8

Select second version for comparison (v3.0)

Version v3.0 selected as second comparison target

Comparison target: v3.0

Second version selection

9

Initiate version comparison

Version comparison view loads in modal or dedicated interface

N/A

Comparison execution

10

# Enhanced Test Case Suite: Utility Plans & Tariffs Management (ONB02US05)





Verification Points

Primary_Verification: Version comparison accurately displays differences with proper highlighting and meaningful change summaries
Secondary_Verifications: Comparison interface is user-friendly, export functionality works, performance is acceptable
Negative_Verification: No missing changes, no false positive differences, no performance issues with large changes

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording version comparison results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if comparison issues discovered]
Screenshots_Logs: [Evidence references for version comparisons]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Partial (visual comparison may require manual verification)

Test Relationships

Blocking_Tests: TC_010 (Version history)
Blocked_Tests: Advanced audit reporting tests
Parallel_Tests: Other version control tests
Sequential_Tests: None

Additional Information

Notes: Important for understanding change impact and regulatory compliance documentation
Edge_Cases: Very large numbers of changes, complex nested data structures, identical versions
Risk_Areas: Comparison algorithm accuracy, UI performance with large datasets, change detection completeness
Security_Considerations: Ensure comparison doesn't expose sensitive historical data to unauthorized users

Missing Scenarios Identified

Scenario_1: Three-way version comparison (comparing multiple versions simultaneously)
Type: Enhancement
Rationale: Advanced analysis capabilities for complex change tracking
Priority: P4

Scenario_2: Change impact analysis showing affected customers/accounts
Type: Enhancement
Rationale: Business impact assessment for version changes
Priority: P3




Test Case 18: Permission-Based Access Control

Test Case Metadata

Test Case ID: ONB02US05_TC_018
Title: Verify appropriate permission levels for tariff and plan operations across different user roles
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Security
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Security], [Access-Control], [Permissions], MOD-Plans-Tariffs, P1-Critical, Phase-Regression, Type-Security, Platform-Web, Report-[Quality-Dashboard, Engineering, Module-Coverage, QA, Revenue-Impact-Tracking], Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Authentication, Access-Control, Security-Testing

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% of role-based access control and permission validation
Integration_Points: Authentication Service, Authorization Engine, Database Security
Code_Module_Mapped: CX-Web-Security-Access-Control
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, QA, Revenue-Impact-Tracking]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Authentication service, role management system, permission engine
Performance_Baseline: < 2 seconds for permission validation
Data_Requirements: Multiple user accounts with different roles and permissions

Prerequisites

Setup_Requirements: Multiple user accounts configured with different roles: Utility Administrator, Billing Manager, Billing Specialist
User_Roles_Permissions: Test accounts for all role types
Test_Data: User accounts: admin@utility.com (Admin), billing@utility.com (Manager), specialist@utility.com (Specialist)
Prior_Test_Cases: Authentication system functional

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Test Utility Administrator full access

Login as admin and verify complete access to all features

Username: admin@utility.com, Password: Test@123

Administrator permissions

2

Navigate to Plans & Tariffs as Administrator

Full access granted to all tariff and plan management functions

N/A

Admin access verification

3

Verify Administrator create permissions

"Add Rate" and "Add Plan" buttons visible and functional

N/A

Admin create access

4

Verify Administrator edit permissions

Edit icons visible and functional in action columns

N/A

Admin edit access

5

Verify Administrator delete permissions

Delete functionality available where business rules permit

N/A

Admin delete access

6

Verify Administrator status change permissions

Status toggle controls are enabled and functional

N/A

Admin status control

7

Logout and login as Billing Manager

Authentication successful with Billing Manager account

Username: billing@utility.com, Password: Test@123

Manager role switch

8

Navigate to Plans & Tariffs as Billing Manager

Access granted with appropriate permissions for manager role

N/A

Manager access verification

9

Verify Manager create permissions

Can create new tariffs and plans with full configuration options

N/A

Manager create capabilities

10

Verify Manager edit permissions

Can edit existing tariffs and plans with modification rights

N/A

Manager edit capabilities

11

Test Manager delete restrictions

Delete permissions follow business rules and authorization policies

N/A

Manager delete scope

12

Verify Manager import/export permissions

Can perform bulk operations if authorized

N/A

Manager bulk operations

13

Logout and login as Billing Specialist

Authentication successful with Billing Specialist account

Username: specialist@utility.com, Password: Test@123

Specialist role switch

14

Navigate to Plans & Tariffs as Billing Specialist

Access granted with read-only or limited permissions

N/A

Specialist access verification

15

Verify Specialist view permissions

Can view tariff and plan details but with limited modification rights

N/A

Specialist view capabilities

16

Test Specialist create restrictions

"Add Rate" and "Add Plan" buttons disabled or hidden

N/A

Specialist create restrictions

17

Test Specialist edit restrictions

Edit controls disabled or not available

N/A

Specialist edit restrictions

18

Test Specialist delete restrictions

Delete functionality completely unavailable

N/A

Specialist delete restrictions

19

Verify unauthorized action prevention

Attempting unauthorized actions results in appropriate error messages

N/A

Authorization enforcement

20

Test direct URL access restrictions

Cannot access restricted functions through direct URL manipulation

N/A

URL-based security bypass prevention

21

Test API endpoint security

API calls respect user permissions and reject unauthorized requests

N/A

API security validation

22

Verify audit logging for permission violations

Unauthorized access attempts are logged with user attribution

N/A

Security audit trail

Verification Points

Primary_Verification: Each user role has appropriate access levels with proper enforcement of permission restrictions
Secondary_Verifications: Unauthorized actions are prevented with clear error messages, audit logging captures violations
Negative_Verification: No privilege escalation possible, no unauthorized access through alternative paths

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording permission validation results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if permission issues discovered]
Screenshots_Logs: [Evidence references for permission testing]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: High
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Authentication system, user role management
Blocked_Tests: Advanced security tests
Parallel_Tests: Other security validation tests
Sequential_Tests: TC_019 (Audit logging)

Additional Information

Notes: Critical for security compliance and preventing unauthorized access to billing system functions
Edge_Cases: Role changes during active sessions, concurrent users with different permissions, session hijacking attempts
Risk_Areas: Permission escalation vulnerabilities, session management security, API security enforcement
Security_Considerations: Regular permission validation, secure session management, comprehensive audit logging

Missing Scenarios Identified

Scenario_1: Dynamic permission assignment based on data context
Type: Security Enhancement
Rationale: Some permissions may depend on data ownership or organizational hierarchy
Priority: P2

Scenario_2: Multi-factor authentication for sensitive operations
Type: Security Enhancement
Rationale: Additional security for critical billing system modifications
Priority: P3




Test Case 19: Audit and Compliance Logging

Test Case Metadata

Test Case ID: ONB02US05_TC_019
Title: Verify comprehensive audit and compliance logging for all tariff-related actions with complete traceability
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path], [Audit-Trail], [Compliance], MOD-Plans-Tariffs, P1-Critical, Phase-Acceptance, Type-Functional, Platform-Web, Report-[Quality-Dashboard, Engineering, Module-Coverage, Revenue-Impact-Tracking, QA], Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Audit-System, Compliance-Logging, 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: 100% of audit logging and compliance tracking functionality
Integration_Points: Audit Service, Database Logging, Compliance Engine, Export Service
Code_Module_Mapped: CX-Web-Audit-Compliance
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, Revenue-Impact-Tracking, QA]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Audit logging service, database audit tables, compliance reporting system
Performance_Baseline: < 1 second for audit log entry creation
Data_Requirements: Clean audit environment for testing log generation

Prerequisites

Setup_Requirements: Audit logging system active, database audit tables configured
User_Roles_Permissions: Utility Administrator role with audit access permissions
Test_Data: Test tariffs and plans for generating audit events
Prior_Test_Cases: Tariff/plan creation and modification functionality working

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to https://platform-staging.bynry.com/ and complete authentication

Login successful, audit session initiated

Username: admin@utility.com, Password: Test@123

Authentication with audit logging

2

Follow navigation: Hamburger menu → Utility Setup → Metropolitan Water Authority → Continue Setup → Plans & Tariffs

Access logged in audit trail

Utility: Metropolitan Water Authority

Navigation audit logging

3

Create new tariff to generate audit events

Tariff creation successful and logged

Tariff Name: "Audit Test Tariff", Utility: Water, Rate: Fixed

Audit event generation

4

Access audit logs or system logs interface

Audit log interface accessible to authorized users

N/A

Audit log access

5

Verify tariff creation action logged

Audit entry shows: Action=CREATE, Entity=Tariff, User=admin@utility.com, Timestamp=[current]

Log entry: CREATE Tariff "Audit Test Tariff" by admin@utility.com

Creation audit verification

6

Verify audit entry completeness

Log includes: user ID, timestamp, action type, entity details, before/after values

N/A

Audit completeness check

7

Edit the test tariff to generate modification audit

Tariff modification successful and logged

Rate change: Fixed rate modification

Modification audit generation

8

Verify tariff modification logged

Audit entry shows: Action=MODIFY, specific field changes, user attribution

Log entry: MODIFY Tariff rate from X to Y by admin@utility.com

Modification audit verification

9

Change tariff status to generate status audit

Status change successful and logged

Status change: ACTIVE to INACTIVE

Status change audit generation

10

Verify status change logged

Audit entry shows: Action=STATUS_CHANGE, old status, new status, user, timestamp

Log entry: STATUS_CHANGE ACTIVE→INACTIVE by admin@utility.com

Status audit verification

11

Attempt unauthorized action to test security audit

Unauthorized action blocked and logged

N/A

Security audit testing

12

Verify security violation logged

Audit entry shows: Action=SECURITY_VIOLATION, attempted action, user, result

Log entry: SECURITY_VIOLATION unauthorized delete attempt

Security audit verification

13

Test bulk operation audit logging

Bulk operations generate comprehensive audit entries

N/A

Bulk operation audit

14

Verify audit log search functionality

Can search audit logs by date, user, action type, entity

Search criteria: User=admin@utility.com, Date=today

Audit search capability

15

Test audit log filtering

Can filter logs by specific criteria for compliance reporting

Filter: Action=CREATE, Entity=Tariff

Audit filtering

16

Verify audit log export functionality

Audit data can be exported for compliance purposes

Export format: CSV, PDF

Compliance export

17

Test audit log retention

Historical audit logs are preserved according to retention policy

N/A

Audit retention verification

18

Verify audit log integrity

Audit logs cannot be modified or deleted by unauthorized users

N/A

Audit integrity protection

19

Test audit log performance

Large volume audit queries perform within acceptable timeframes

N/A

Audit performance validation

20

Verify compliance reporting capabilities

Audit data can generate compliance reports for regulatory requirements

N/A

Compliance reporting

Verification Points

Primary_Verification: All tariff and plan actions are comprehensively logged with complete user attribution and change details
Secondary_Verifications: Audit logs are searchable, exportable, and meet compliance requirements for data retention
Negative_Verification: Audit logs cannot be tampered with, no actions go unlogged, no performance degradation

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording audit logging results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if audit issues discovered]
Screenshots_Logs: [Evidence references for audit functionality]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Partial (audit verification may require manual review)

Test Relationships

Blocking_Tests: User authentication, tariff/plan operations
Blocked_Tests: Advanced compliance reporting tests
Parallel_Tests: Other security and logging tests
Sequential_Tests: None

Additional Information

Notes: Critical for regulatory compliance and forensic analysis in utility billing systems
Edge_Cases: High-volume concurrent operations, system clock changes, database failures during logging
Risk_Areas: Audit log storage capacity, logging performance impact, log integrity maintenance
Security_Considerations: Audit log encryption, access control for audit data, tamper-evident logging

Missing Scenarios Identified

Scenario_1: Real-time audit alerting for critical actions
Type: Enhancement
Rationale: Immediate notification for high-risk operations
Priority: P3

Scenario_2: Audit log anonymization for privacy compliance
Type: Compliance
Rationale: Data privacy requirements may need audit data anonymization
Priority: P3




Test Case 20: Responsive Design Cross-Platform Validation

Test Case Metadata

Test Case ID: ONB02US05_TC_020
Title: Verify responsive design functionality works correctly across desktop, tablet, and mobile viewports
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: UI
Test Level: System
Priority: P2-High
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: [UI], [Responsive], [Cross-Platform], MOD-Plans-Tariffs, P2-High, Phase-Acceptance, Type-UI, Platform-Web, Report-[Quality-Dashboard, QA, Module-Coverage, Customer-Segment-Analysis, Engineering], Customer-All, Risk-Medium, Business-High, Revenue-Impact-Low, Integration-UI-Framework, Responsive-Design, Cross-Platform

Business Context

Customer_Segment: All
Revenue_Impact: Low
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: 15 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100% of responsive design implementation across screen sizes
Integration_Points: UI Framework, CSS Media Queries, Browser Rendering Engine
Code_Module_Mapped: CX-Web-Responsive-UI
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: [Quality-Dashboard, QA, Module-Coverage, Customer-Segment-Analysis, Engineering]
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+, Firefox 118+, Safari 16+, Edge 115+
Device/OS: Windows 10/11, macOS, iOS, Android
Screen_Resolution: Desktop-1920x1080, Tablet-1024x768, Mobile-375x667
Dependencies: Responsive CSS framework, cross-browser compatibility
Performance_Baseline: < 3 seconds load time on all screen sizes
Data_Requirements: Standard test data for UI rendering

Prerequisites

Setup_Requirements: Access to multiple screen sizes/devices or browser developer tools
User_Roles_Permissions: Utility Administrator role
Test_Data: Standard tariff and plan data for UI testing
Prior_Test_Cases: Basic UI functionality working

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Access application on desktop (1920x1080) resolution

Plans & Tariffs interface loads with full desktop layout

Username: admin@utility.com, Resolution: 1920x1080

Desktop baseline view

2

Navigate to Plans & Tariffs module on desktop

Full feature layout displays with all components visible

Utility: Metropolitan Water Authority

Desktop navigation

3

Verify desktop tariff listing table display

Table shows all columns: Tariff Name, Utility Type, Rate Type, Version, Created By, Valid From, Valid To, Status, Action

N/A

Desktop table layout

4

Resize browser to tablet size (1024x768)

Layout adapts to tablet viewport with responsive adjustments

Resolution: 1024x768

Tablet responsive transition

5

Verify tablet tariff listing adaptation

Table remains functional with possible column prioritization or horizontal scrolling

N/A

Tablet table behavior

6

Test tablet navigation functionality

Navigation menus and buttons remain accessible and appropriately sized

N/A

Tablet navigation usability

7

Resize browser to mobile size (375x667)

Layout transforms to mobile-optimized view

Resolution: 375x667

Mobile responsive transition

8

Verify mobile tariff listing display

Table converts to card view or stacked layout suitable for mobile

N/A

Mobile layout transformation

9

Test mobile navigation collapse

Navigation menu collapses to hamburger menu or mobile-appropriate navigation

N/A

Mobile navigation pattern

10

Verify mobile touch interactions

Buttons and controls are appropriately sized for touch interaction (minimum 44px)

N/A

Touch-friendly interface

11

Test form responsiveness on mobile

Tariff/plan creation forms adapt to mobile screen with proper input sizing

N/A

Mobile form usability

12

Verify text readability across screen sizes

Text remains legible with appropriate font sizes (minimum 16px on mobile)

N/A

Typography responsiveness

13

Test image and icon scaling

Visual elements scale appropriately without distortion

N/A

Visual element responsiveness

14

Verify horizontal scrolling behavior

Horizontal scrolling works smoothly where necessary (tables, wide content)

N/A

Scrolling functionality

15

Test cross-browser responsive behavior on Chrome

Responsive design works consistently in Chrome browser

Browser: Chrome 115+

Chrome compatibility

16

Test cross-browser responsive behavior on Firefox

Responsive design works consistently in Firefox browser

Browser: Firefox 118+

Firefox compatibility

17

Test cross-browser responsive behavior on Safari

Responsive design works consistently in Safari browser

Browser: Safari 16+

Safari compatibility

18

Test cross-browser responsive behavior on Edge

Responsive design works consistently in Edge browser

Browser: Edge 115+

Edge compatibility

19

Verify performance across screen sizes

Application loads and performs adequately on all tested viewports

N/A

Performance consistency

20

Test orientation change handling

Layout adapts correctly when rotating mobile device or changing window orientation

N/A

Orientation responsiveness

Verification Points

Primary_Verification: Application displays and functions correctly across desktop, tablet, and mobile viewports with appropriate responsive adaptations
Secondary_Verifications: Touch interactions work on mobile, text remains readable, navigation is accessible on all screen sizes
Negative_Verification: No broken layouts, no inaccessible functionality, no performance degradation on smaller screens

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording responsive design results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if responsive issues discovered]
Screenshots_Logs: [Evidence references for responsive behavior]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Partial (visual validation may require manual verification)

Test Relationships

Blocking_Tests: Basic UI functionality
Blocked_Tests: Advanced mobile-specific feature tests
Parallel_Tests: Cross-browser compatibility tests
Sequential_Tests: None

Additional Information

Notes: Important for accessibility and user experience across different devices and usage contexts
Edge_Cases: Very large or very small screen sizes, high DPI displays, unusual aspect ratios
Risk_Areas: CSS framework updates, browser rendering differences, performance on older devices
Security_Considerations: Ensure responsive design doesn't expose sensitive information on smaller screens

Missing Scenarios Identified

Scenario_1: Progressive Web App (PWA) functionality for mobile usage
Type: Enhancement
Rationale: Enhanced mobile experience with app-like functionality
Priority: P4

Scenario_2: Accessibility compliance across all screen sizes
Type: Compliance
Rationale: Ensure responsive design maintains accessibility standards
Priority: P2





Test Case 21: Four-Step Plan Creation Wizard Complete Workflow

Test Case Metadata

Test Case ID: ONB02US05_TC_021
Title: Verify complete 4-step plan creation wizard workflow (Basic Details → Consumer Categories → Utility Services → Service Charges)
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path], [Plan-Creation], [Wizard-Workflow], MOD-Plans-Tariffs, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-[Quality-Dashboard, Engineering, Module-Coverage, QA, Revenue-Impact-Tracking], Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Plan-Management, Plan-Wizard, Happy-Path

Business Context

Customer_Segment: All
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Onboarding
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% of plan creation wizard workflow and step progression
Integration_Points: Plan Management Service, Database, Validation Engine, UI Wizard Framework
Code_Module_Mapped: CX-Web-Plan-Creation
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, QA, Revenue-Impact-Tracking]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Plan creation service, wizard framework, validation service, database
Performance_Baseline: < 3 seconds per step transition
Data_Requirements: Clean environment for plan creation testing

Prerequisites

Setup_Requirements: Plan creation service active, wizard framework functional
User_Roles_Permissions: Utility Administrator role with plan creation permissions
Test_Data: Available tariffs for plan association, service charge options
Prior_Test_Cases: Basic navigation and authentication functional

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to https://platform-staging.bynry.com/ and complete authentication

Login successful, dashboard accessible

Username: admin@utility.com, Password: Test@123

Standard authentication

2

Follow navigation: Hamburger menu → Utility Setup → Metropolitan Water Authority → Continue Setup → Plans & Tariffs

Plans & Tariffs module accessible

Utility: Metropolitan Water Authority

Standard navigation flow

3

Navigate to "Plans" tab in Plans & Tariffs module

Plans listing page displays with existing plans and "Add Plan" button

N/A

Plans interface access

4

Click "Add Plan" button to initiate plan creation

Create New Utility Plan wizard opens showing Step 1: Basic Details

N/A

Plan creation wizard initiation

5

Verify 4-step progress indicator display

Progress bar shows: 1-Basic Details (active), 2-Consumer Categories, 3-Utility Services, 4-Service Charges

N/A

Wizard progress visualization

6

Verify Step 1

17

Verify combined filter results

Only Active Water tariffs displayed

18

Test "Reset Filters" functionality

Click "Reset Filters" button restores full unfiltered list

N/A

Filter reset capability

19

Verify all items restored after reset

Complete tariff list displayed without any applied filters

N/A

Reset functionality verification

20

Test filter persistence during navigation

Applied filters remain active when switching between tabs/pages

N/A

Filter state persistence

21

Navigate to "Plans" tab and test plan search

Plans search functionality works similar to tariffs

Search term: "JOHN"

Plans search testing

22

Test plans filtering capabilities

Plans can be filtered by Utility Service and Category

Filters: Utility Service, Category

Plans filtering

23

Verify search and filter combination

Search terms can be combined with filters for precise results

Search: "new" + Filter: Commercial

Combined search/filter

24

Test case-insensitive search

Search works regardless of case (upper/lower)

Search terms: "wakad", "WAKAD", "Wakad"

Case sensitivity testing

25

Test partial match search

Search returns results for partial name matches

Search term: "Har" (matches "Harsh", "Harsh Jha")

Partial match capability

26

Verify search performance with large datasets

Search remains responsive with extensive data

N/A

Performance validation

Verification Points

Primary_Verification: Search and filtering functionality works accurately with proper result filtering and performance
Secondary_Verifications: Collapsible filters work correctly, combined search/filter operations function properly, reset capability works
Negative_Verification: No irrelevant results in search, no broken filter combinations, no performance degradation

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording search/filter results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if search/filter issues discovered]
Screenshots_Logs: [Evidence references for search functionality]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Basic listing functionality
Blocked_Tests: Advanced reporting tests
Parallel_Tests: Other UI interaction tests
Sequential_Tests: None

Additional Information

Notes: Important for user productivity when managing large numbers of tariffs and plans
Edge_Cases: Special characters in search, very long search terms, concurrent filter operations
Risk_Areas: Search performance, database query optimization, UI responsiveness
Security_Considerations: Ensure search doesn't expose unauthorized data

Missing Scenarios Identified

Scenario_1: Saved search/filter configurations
Type: Enhancement
Rationale: User productivity for frequently used search criteria
Priority: P4

Scenario_2: Advanced search with date ranges and complex criteria
Type: Enhancement
Rationale: Power user functionality for complex data analysis
Priority: P3






Test Case 22: Plan Basic Details Validation and Requirements

Test Case Metadata

Test Case ID: ONB02US05_TC_022
Title: Verify comprehensive validation and requirements for plan basic details form in Step 1
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Negative], [Validation], [Form-Testing], MOD-Plans-Tariffs, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-[Quality-Dashboard, Engineering, Module-Coverage, QA, Revenue-Impact-Tracking], Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Form-Validation, Basic-Details-Validation, Negative-Testing

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of basic details form validation and business rules
Integration_Points: Form Validation Service, Business Rules Engine, Database
Code_Module_Mapped: CX-Web-Plan-Validation
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, QA, Revenue-Impact-Tracking]
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Form validation service, business rules engine, database uniqueness checking
Performance_Baseline: < 2 seconds for validation processing
Data_Requirements: Existing plans for uniqueness validation testing

Prerequisites

Setup_Requirements: Validation service active, existing plan data for uniqueness testing
User_Roles_Permissions: Utility Administrator role
Test_Data: Existing plan names for duplicate testing
Prior_Test_Cases: TC_021 wizard access functional

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to plan creation Step 1: Basic Details

Basic Details form loads with all required fields

Username: admin@utility.com, Standard navigation

Form access verification

2

Test Plan Name required field validation

Error displayed when Plan Name field left empty

Plan Name: [empty]

Required field validation

3

Verify Plan Name required error message

Clear error message: "Plan Name is required" or similar

Error message verification

Error messaging quality

4

Test Plan Name uniqueness validation

Error displayed when entering existing plan name

Plan Name: "new123" (existing plan)

Uniqueness validation

5

Verify uniqueness error message

Error message: "Plan name already exists" or similar

N/A

Uniqueness error messaging

6

Test Plan Name maximum length validation

Field accepts up to reasonable character limit

Plan Name: [250+ character string]

Length limit testing

7

Test Short Name required field validation

Error displayed when Short Name field left empty

Short Name: [empty]

Required field validation

8

Test Short Name 15-character limit

Field enforces maximum 15 character limit

Short Name: "ThisIsMoreThan15Characters"

Length limit enforcement

9

Verify Short Name length error message

Error message about 15 character maximum

N/A

Length validation messaging

10

Test Description required field validation

Error displayed when Description field left empty

Description: [empty]

Required field validation

11

Test Billing Frequency selection requirement

Error displayed when no billing frequency selected

Billing Frequency: [not selected]

Selection validation

12

Verify Billing Frequency options availability

Dropdown shows: DAILY, MONTHLY, WEEKLY, BIMONTHLY, YEARLY

N/A

Frequency options verification

13

Test Tax Type selection requirement

Error displayed when no tax type selected

Tax Type: [neither FLAT nor PERCENTAGE selected]

Tax type validation

14

Test numeric field validation for fees

Processing fee and deposit fields accept only valid numbers

Application Processing Fee: "abc", Security Deposit: "xyz"

Numeric validation

15

Test negative number prevention

Fees cannot be negative values

Application Processing Fee: -100, Security Deposit: -50

Negative value prevention

16

Test Start Date validation

Start Date cannot be in the past

Start Date: 01-01-2020

Past date validation

17

Verify Start Date error message

Clear error about past dates not allowed

N/A

Date validation messaging

18

Test End Date logic validation

End Date must be after Start Date

Start Date: 01-08-2025, End Date: 01-07-2025

Date logic validation

19

Test valid form submission

Form accepts and processes valid complete data

All fields: valid complete data

Successful validation

20

Verify form progression after successful validation

Can advance to Step 2 after completing valid Step 1

N/A

Progression enablement

21

Test form reset functionality

Form can be cleared or reset for new plan entry

N/A

Form reset capability

22

Test special characters in text fields

Appropriate handling of special characters in names/descriptions

Plan Name: "Test Plan - 2025 (Updated)", Description: "Plan with special chars: @#$%"

Special character handling

Verification Points

Primary_Verification: All required fields are validated with appropriate error messages and business rules enforced
Secondary_Verifications: Field length limits enforced, data type validation works, form progression controlled properly
Negative_Verification: Invalid data rejected, cannot proceed with incomplete forms, no data corruption from invalid inputs

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording validation results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if validation issues discovered]
Screenshots_Logs: [Evidence references for validation testing]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: TC_021 (Wizard access)
Blocked_Tests: Step 2 validation tests
Parallel_Tests: Other form validation tests
Sequential_Tests: TC_023 (Consumer categories)

Additional Information

Notes: Foundation validation critical for data integrity in billing system
Edge_Cases: Very long text inputs, Unicode characters, concurrent plan creation with same names
Risk_Areas: Validation bypass attempts, database constraint enforcement, user experience with error messages
Security_Considerations: Prevent injection attacks through form inputs, ensure validation cannot be bypassed

Missing Scenarios Identified

Scenario_1: Real-time validation feedback as user types
Type: Enhancement
Rationale: Improved user experience with immediate feedback
Priority: P3

Scenario_2: Auto-save draft functionality for partial form completion
Type: Enhancement
Rationale: Prevent data loss during long form sessions
Priority: P3




Test Case 23: Consumer Categories Configuration and Dependencies

Test Case Metadata

Test Case ID: ONB02US05_TC_023
Title: Verify consumer categories and subcategories selection with dynamic filtering and dependency validation
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path], [Category-Management], [Dynamic-Dependencies], MOD-Plans-Tariffs, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-[Quality-Dashboard, Engineering, Module-Coverage, QA, Revenue-Impact-Tracking], Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Category-Service, Dynamic-Filtering, Happy-Path

Business Context

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

Quality Metrics

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 7 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 100% of consumer category selection and dependency logic
Integration_Points: Category Service, Dynamic Filtering Engine, Database
Code_Module_Mapped: CX-Web-Category-Management
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, QA, Revenue-Impact-Tracking]
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Category service, dynamic filtering system, database with category/subcategory data
Performance_Baseline: < 2 seconds for subcategory loading
Data_Requirements: Complete category and subcategory data

Prerequisites

Setup_Requirements: Category service active, complete category/subcategory database
User_Roles_Permissions: Utility Administrator role
Test_Data: Step 1 completed successfully to access Step 2
Prior_Test_Cases: TC_021, TC_022 completed successfully

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Step 2: Consumer Categories from completed Step 1

Consumer Categories interface loads with category selection dropdown

From TC_021 Step 1 completion

Step 2 access verification

2

Verify Category dropdown initial state

"Select category" dropdown visible and enabled

N/A

Initial dropdown state

3

Verify Subcategory dropdown initial state

Subcategory dropdown disabled with message "Select category first to load subcategories"

N/A

Dependent field initial state

4

Click Category dropdown to view available options

Dropdown expands showing: Residential, Commercial, Industrial options

N/A

Category options verification

5

Select "Residential" from Category dropdown

Residential category selected, dropdown closes

Category: Residential

Category selection

6

Verify Subcategory dropdown activation

Subcategory dropdown becomes enabled after category selection

N/A

Dynamic activation verification

7

Click Subcategory dropdown after Residential selection

Subcategory dropdown shows Residential-specific options: Single Family, Multi Family

Subcategory options: Single Family, Multi Family

Residential subcategories

8

Select "Single Family" from Subcategory dropdown

Single Family subcategory selected successfully

Subcategory: Single Family

Subcategory selection

9

Test category change impact on subcategory

Change category selection to see subcategory options update

N/A

Dynamic filtering test

10

Change Category selection to "Commercial"

Commercial category selected, subcategory dropdown resets

Category: Commercial

Category change behavior

11

Verify subcategory options update

Subcategory dropdown now shows Commercial-specific options

Subcategory options: Small Business, Large Business, etc.

Dynamic subcategory filtering

12

Select appropriate Commercial subcategory

Commercial subcategory selected successfully

Subcategory: Small Business

Commercial subcategory selection

13

Test Industrial category and subcategories

Industrial category shows appropriate subcategory options

Category: Industrial

Industrial category testing

14

Test required field validation for Category

Cannot proceed without selecting a category

Category: [not selected]

Required category validation

15

Test required field validation for Subcategory

Cannot proceed without selecting a subcategory

Subcategory: [not selected]

Required subcategory validation

16

Verify validation error messages

Clear error messages for missing selections

N/A

Validation messaging

17

Complete valid category and subcategory selection

Both fields completed with valid selections

Category: Residential, Subcategory: Single Family

Valid selection completion

18

Test "Next" button enablement

Next button becomes enabled after valid selections

N/A

Progression enablement

19

Click "Next" to advance to Step 3

Successfully advances to Step 3: Utility Services

N/A

Step progression

20

Test "Previous" button functionality

Can return to Step 1 with data preserved

N/A

Backward navigation

21

Return to Step 2 and verify data persistence

Category and subcategory selections preserved

N/A

Data persistence verification

22

Test multiple category selection (if supported)

System handles multiple category selections appropriately

N/A

Multiple selection testing

Verification Points

Primary_Verification: Consumer categories and subcategories work with proper dynamic filtering and dependency validation
Secondary_Verifications: Required field validation enforced, data persistence works, navigation functions properly
Negative_Verification: Cannot proceed without selections, subcategory properly filtered by category, no invalid combinations

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording category selection results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if category issues discovered]
Screenshots_Logs: [Evidence references for category functionality]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: TC_021, TC_022 (Previous steps)
Blocked_Tests: TC_024 (Utility services)
Parallel_Tests: Other dependency validation tests
Sequential_Tests: TC_024 (Utility services)

Additional Information

Notes: Critical for proper customer segmentation and billing rule application
Edge_Cases: Very large numbers of categories/subcategories, concurrent updates to category data
Risk_Areas: Dynamic filtering performance, data synchronization, category data integrity
Security_Considerations: Ensure category selections cannot be manipulated to access unauthorized plans

Missing Scenarios Identified

Scenario_1: Custom category creation for specific utility requirements
Type: Enhancement
Rationale: Flexibility for unique utility business models
Priority: P4

Scenario_2: Category-based pricing preview
Type: Enhancement
Rationale: Show impact of category selection on pricing structure
Priority: P3




Test Case 24: Utility Services Selection and Rate Assignment

Test Case Metadata

Test Case ID: ONB02US05_TC_024
Title: Verify utility services selection with rate type assignment and tariff configuration
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path], [Service-Configuration], [Rate-Assignment], MOD-Plans-Tariffs, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-[Quality-Dashboard, Engineering, Module-Coverage, QA, Revenue-Impact-Tracking], Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Rate-Service, Service-Assignment, Happy-Path

Business Context

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

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 9 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of utility service selection and rate assignment functionality
Integration_Points: Service Management, Rate Assignment Service, Tariff Database
Code_Module_Mapped: CX-Web-Service-Rate-Assignment
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, QA, Revenue-Impact-Tracking]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Service configuration system, rate assignment service, tariff database
Performance_Baseline: < 3 seconds for rate loading after service selection
Data_Requirements: Available utility services and configured tariffs

Prerequisites

Setup_Requirements: Service and rate configuration data available, tariffs configured for assignment
User_Roles_Permissions: Utility Administrator role
Test_Data: Steps 1 and 2 completed, available services: Water, Gas, Electricity
Prior_Test_Cases: TC_021, TC_022, TC_023 completed successfully

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Step 3: Utility Services from completed Step 2

Utility Services interface loads with service selection options

From TC_023 Step 2 completion

Step 3 access verification

2

Verify "Select Utility Services..." dropdown availability

Multi-select dropdown visible and enabled

N/A

Service selection interface

3

Click on utility services dropdown

Dropdown expands showing available services: Water, Gas, Electricity, Waste Water, Thermal/Heat

N/A

Service options verification

4

Select "Water" service from dropdown

Water service selected, checkbox checked

Service: Water

Water service selection

5

Verify Water configuration section appears

"Water Configuration" section becomes visible with rate type and rate name fields

N/A

Dynamic configuration section

6

Verify Water Rate Type dropdown options

Rate Type dropdown shows: Fixed, Variable options

N/A

Rate type options for Water

7

Select "Fixed" from Water Rate Type dropdown

Fixed rate type selected for Water service

Rate Type: Fixed

Rate type selection

8

Verify Water Rate Name dropdown activation

Rate Name dropdown becomes active and populated with Fixed rate options

N/A

Rate name activation

9

Click Water Rate Name dropdown

Shows available Fixed rate tariffs: "newplan" and other configured rates

N/A

Available rate names

10

Select "newplan" from Water Rate Name dropdown

"newplan" rate assigned to Water service

Rate Name: newplan

Rate assignment

11

Add second service - select "Gas" from services dropdown

Gas service selected, Gas Configuration section appears

Service: Gas

Multiple service selection

12

Configure Gas service with Variable rate type

Gas service configured with Variable rate

Service: Gas, Rate Type: Variable

Gas service configuration

13

Select appropriate rate name for Gas Variable rate

Variable rate assigned to Gas service

N/A

Gas rate assignment

14

Test service removal functionality

Can remove selected services and their configurations

N/A

Service removal capability

15

Re-add Water service and verify configuration persistence

Water service re-added with previous configuration intact

N/A

Configuration persistence

16

Test required service selection validation

Cannot proceed without selecting at least one service

Services: [none selected]

Required service validation

17

Test rate type requirement validation

Cannot proceed with service that has no rate type selected

Water selected, Rate Type: [not selected]

Rate type validation

18

Test rate name requirement validation

Cannot proceed with rate type but no rate name selected

Rate Type: Fixed, Rate Name: [not selected]

Rate name validation

19

Complete valid service and rate configuration

All required fields completed for at least one service

Water: Fixed, newplan

Valid configuration completion

20

Test "Add Rate" redirection functionality

Clicking "Add Rate" button redirects to rate creation form

N/A

Add rate redirection testing

21

Verify return to plan form after rate creation

After rate creation, user returns to plan configuration

N/A

Post-rate creation navigation

22

Test service-specific business rule validation

System validates service configurations against business rules

N/A

Business rule enforcement

23

Click "Next" to advance to Step 4

Successfully advances to Step 4: Service Charges

N/A

Step progression

Verification Points

Primary_Verification: Utility services can be selected and configured with appropriate rate types and rate names
Secondary_Verifications: Dynamic configuration sections work, multiple services supported, validation enforced
Negative_Verification: Cannot proceed without complete service configuration, business rules enforced

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording service selection results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if service issues discovered]
Screenshots_Logs: [Evidence references for service configuration]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: TC_021, TC_022, TC_023 (Previous steps)
Blocked_Tests: TC_025 (Service charges)
Parallel_Tests: Tariff configuration tests
Sequential_Tests: TC_025 (Service charges)

Additional Information

Notes: Critical for linking plans to specific utility services and billing structures
Edge_Cases: Large numbers of available services, complex rate hierarchies, service availability changes
Risk_Areas: Rate assignment accuracy, service configuration persistence, business rule validation
Security_Considerations: Ensure service assignments cannot be manipulated to access unauthorized rates

Missing Scenarios Identified

Scenario_1: Service bundle configuration with discounted rates
Type: Enhancement
Rationale: Common utility business practice for multi-service customers
Priority: P3

Scenario_2: Service availability based on geographic region
Type: Enhancement
Rationale: Some services may not be available in all areas
Priority: P4






Test Case 25: Service Charges Configuration with Predefined Options (Complete)

Test Case Metadata

Test Case ID: ONB02US05_TC_025
Title: Verify comprehensive service charges configuration using all 21 predefined charge options with multiple charge types
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Acceptance
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path], [Service-Charges], [Billing-Configuration], MOD-Plans-Tariffs, P1-Critical, Phase-Acceptance, Type-Functional, Platform-Web, Report-[Quality-Dashboard, Engineering, Module-Coverage, Revenue-Impact-Tracking, QA], Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Billing-System, Service-Charges-Management, Happy-Path

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 100% of service charges configuration including all 21 predefined charges
Integration_Points: Billing System, Service Charge Database, Plan Configuration Service, Financial Calculation Engine
Code_Module_Mapped: CX-Web-Service-Charges-Complete
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, Revenue-Impact-Tracking, QA]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Complete service charges database, billing system integration, financial calculation engine
Performance_Baseline: < 3 seconds for service charges loading and configuration
Data_Requirements: All 21 predefined service charges loaded in database

Prerequisites

Setup_Requirements: Complete service charges database, all predefined charges configured
User_Roles_Permissions: Utility Administrator role with service charges configuration permissions
Test_Data: Steps 1-3 completed, multiple utility services selected for comprehensive testing
Prior_Test_Cases: TC_021, TC_022, TC_023, TC_024 completed successfully

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Step 4: Service Charges from completed Step 3

Service Charges configuration interface loads with "Edit Service Charges" section

From TC_024 Step 3 completion

Step 4 access verification

2

Verify "Common Service Charges" section display

Section header visible: "Common Service Charges" with subtitle "These charges apply to all services"

N/A

Common charges section verification

3

Click "Add Charge" button to add first service charge

New service charge configuration row appears with dropdown fields

N/A

Add charge functionality

4

Click "Service Charge Name" dropdown for predefined options

Dropdown expands showing all predefined service charge options

N/A

Predefined charges access

5

Verify first set of predefined charges (1-5)

Options visible: "Meter Fee", "Late Payment", "Admin Charges", "Meter Charge", "Security Deposit"

Charges 1-5: Meter Fee, Late Payment, Admin Charges, Meter Charge, Security Deposit

Predefined charges group 1

6

Verify second set of predefined charges (6-10)

Options visible: "Storm Water Fee", "Delivery Charges", "Account Setup Fees", "Activation Charges", "Electric Discount"

Charges 6-10: Storm Water Fee, Delivery Charges, Account Setup Fees, Activation Charges, Electric Discount

Predefined charges group 2

7

Verify third set of predefined charges (11-15)

Options visible: "Water Service Fees", "Water Discount Fees", "Deactivation Charges", "Distribution Charges", "Service Delivery Fee"

Charges 11-15: Water Service Fees, Water Discount Fees, Deactivation Charges, Distribution Charges, Service Delivery Fee

Predefined charges group 3

8

Verify fourth set of predefined charges (16-21)

Options visible: "Electric Delivery Rate", "Total Delivery Charges", "Capacity based recovery", "15MM water Service Charge", "Total Regulatory Charges", "Wholesale Market Services"

Charges 16-21: Electric Delivery Rate, Total Delivery Charges, Capacity based recovery, 15MM water Service Charge, Total Regulatory Charges, Wholesale Market Services

Predefined charges group 4

9

Select "Meter Fee" from predefined charges

"Meter Fee" selected successfully, dropdown closes

Service Charge Name: Meter Fee

First charge selection

10

Verify "Utility Service" dropdown shows "Common" option

"Common" option available indicating charges apply to all services

Utility Service: Common

Common service charges

11

Select "Common" from Utility Service dropdown

Common service selected, indicating charge applies across all utilities

Utility Service: Common

Common service selection

12

Verify "Service Charge Type" dropdown options

Options available: "Variable", "Fixed", "Consumption-based"

N/A

Charge type options verification

13

Select "Variable" from Service Charge Type

Variable charge type selected successfully

Service Charge Type: Variable

Charge type selection

14

Enter service charge rate in "Service Charge Rate (INR)" field

Field accepts numeric input for charge rate

Service Charge Rate: 15

Rate amount entry

15

Verify "Frequency" dropdown options

Frequency options available: "First Bill", "Monthly", "Quarterly", etc.

N/A

Frequency options verification

16

Select "First Bill" from Frequency dropdown

First Bill frequency selected for one-time charge

Frequency: First Bill

Frequency selection

17

Add second service charge using different predefined option

Second charge row configured successfully

Service Charge: Security Deposit, Type: Fixed, Rate: 100, Frequency: First Bill

Multiple charges capability

18

Add third service charge for water-specific billing

Third charge configured for water utility

Service Charge: Water Service Fees, Utility Service: Water, Type: Fixed, Rate: 25

Water-specific charge

19

Test service charge deletion functionality

Service charges can be removed using delete/trash icon

N/A

Charge removal capability

20

Add service charge with consumption-based type

Consumption-based charge configured successfully

Service Charge: Distribution Charges, Type: Consumption-based, Rate: 0.05

Consumption-based testing

21

Verify all charge configurations appear in summary

All configured charges visible in charges summary section

N/A

Charges summary verification

22

Test unmetered utility charges visibility

Unmetered charges visible and configurable as per Business Rule #52

N/A

Unmetered charges testing

23

Configure charges for multiple utility services

Different charges can be configured for different utilities

N/A

Multi-utility charge configuration

24

Test charge calculation preview (if available)

Charge calculations preview correctly

N/A

Calculation preview testing

25

Verify business rule enforcement for charge limits

System enforces any business rules about charge limits or combinations

N/A

Business rule validation

26

Complete service charges configuration

All required charges configured successfully

N/A

Configuration completion

27

Test progression to plan completion

Can advance to final plan creation step

N/A

Workflow progression

Verification Points

Primary_Verification: All 21 predefined service charges are available and can be configured with appropriate charge types, rates, and frequencies
Secondary_Verifications: Multiple charges can be configured simultaneously, charges can be deleted/modified, business rules enforced
Negative_Verification: Invalid charge configurations rejected, required fields validated, no duplicate charge assignments

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording comprehensive service charges results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if service charges issues discovered]
Screenshots_Logs: [Evidence references for service charges configuration]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: TC_021, TC_022, TC_023, TC_024 (All previous steps)
Blocked_Tests: TC_026 (Plan completion)
Parallel_Tests: Billing calculation tests
Sequential_Tests: TC_026 (Plan creation completion)

Additional Information

Notes: Critical for comprehensive billing system functionality and revenue management accuracy
Edge_Cases: Very high charge amounts, complex charge combinations, currency precision handling
Risk_Areas: Billing calculation accuracy, charge persistence, financial system integration
Security_Considerations: Ensure charge configuration requires appropriate permissions and cannot be manipulated to create unauthorized billing

Missing Scenarios Identified

Scenario_1: Bulk service charges import/export functionality
Type: Enhancement
Rationale: Efficient management of complex charge structures
Priority: P3

Scenario_2: Service charge templates for common utility configurations
Type: Enhancement
Rationale: Streamline setup for standard utility offerings
Priority: P4








Test Case 26: Plan Creation Completion and Success Validation

Test Case Metadata

Test Case ID: ONB02US05_TC_026
Title: Verify successful plan creation completion with comprehensive validation and confirmation
Created By: Hetal
Created Date: August 12, 2025
Version: 1.0

Classification

Module/Feature: Utility Plans & Tariffs Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: [Happy-Path], [Plan-Completion], [End-to-End], MOD-Plans-Tariffs, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-[Quality-Dashboard, Engineering, Module-Coverage, QA, Revenue-Impact-Tracking], Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Complete-Workflow, Plan-Creation-Success, Happy-Path

Business Context

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

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 8 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of plan creation completion workflow and success validation
Integration_Points: Plan Management Service, Database, Validation Engine, Billing System, Notification Service
Code_Module_Mapped: CX-Web-Plan-Creation-Complete
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: [Quality-Dashboard, Engineering, Module-Coverage, QA, Revenue-Impact-Tracking]
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Complete plan management system, database, validation services, billing integration
Performance_Baseline: < 5 seconds for plan creation and activation
Data_Requirements: Complete plan configuration from all previous steps

Prerequisites

Setup_Requirements: All plan creation services active, database ready for new plan storage
User_Roles_Permissions: Utility Administrator role with plan creation and activation permissions
Test_Data: Complete plan configuration from Steps 1-4
Prior_Test_Cases: TC_021, TC_022, TC_023, TC_024, TC_025 all completed successfully

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Complete Step 4 service charges configuration

All 4 steps completed with valid data

From TC_025 completion

Final step completion

2

Verify all wizard steps show completed status

Progress indicator shows all 4 steps as completed with checkmarks

Steps 1-4: All completed

Wizard completion verification

3

Click final "Save" or "Create Plan" button

Plan creation process initiates with loading indicator

N/A

Plan creation initiation

4

Verify plan creation processing

System processes plan creation without errors

N/A

Creation process validation

5

Verify success notification display

Success message appears: "Success! Plan created successfully"

Success message: "Success! Plan created successfully"

Success feedback verification

6

Verify plan creation confirmation details

Confirmation shows plan name and key details

Plan: "Comprehensive Test Plan", Status: Active

Creation confirmation details

7

Navigate to Plans listing page

Plans listing accessible and loads successfully

N/A

Post-creation navigation

8

Verify new plan appears in plans table

Newly created plan visible in plans listing

N/A

Plan listing verification

9

Verify plan details accuracy in listing

Plan displays correct information: Name, Category, Billing Frequency, Utility Service, Status

Plan Name: "Comprehensive Test Plan", Consumer Category: Residential, Billing Frequency: MONTHLY, Utility Service: Water, Status: Active

Data accuracy verification

10

Click on plan details/view to verify complete configuration

Plan details view shows all configured information from 4 steps

N/A

Complete configuration verification

11

Verify plan status is set correctly

Plan status shows as "Active" indicating successful activation

Status: Active

Status verification

12

Test plan edit functionality access

Edit option available for newly created plan

N/A

Post-creation edit access

13

Verify plan uniqueness validation for future plans

Cannot create another plan with same name

Duplicate test: Plan Name: "Comprehensive Test Plan"

Uniqueness enforcement

14

Test plan activation business rule

Plan is automatically activated after successful 4-step completion

N/A

Activation rule verification

15

Verify audit trail for plan creation

Plan creation logged in audit system with user attribution

N/A

Audit logging verification

16

Test plan data persistence

Plan data remains intact after browser refresh

N/A

Data persistence validation

17

Verify billing system integration

Plan available for customer assignment in billing system

N/A

Billing integration verification

18

Test plan modification capability

Created plan can be modified through edit functionality

N/A

Post-creation modification

19

Verify plan version management

Plan starts with version 1.0 and version history tracking

Version: 1.0

Version management verification

20

Test plan search and filter functionality

New plan can be found using search and filtering

Search: "Comprehensive", Filter: Residential

Search/filter verification

Verification Points

Primary_Verification: Plan creation completes successfully with all data preserved and plan activated for use
Secondary_Verifications: Success feedback provided, plan appears in listings with accurate data, audit trail created
Negative_Verification: No data loss during creation, no system errors, no incomplete plan activation

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording plan completion results]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if completion issues discovered]
Screenshots_Logs: [Evidence references for plan creation success]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: TC_021, TC_022, TC_023, TC_024, TC_025 (All prerequisite steps)
Blocked_Tests: Advanced plan management tests
Parallel_Tests: Plan activation and billing tests
Sequential_Tests: None (End-to-end completion)

Additional Information

Notes: Critical end-to-end test validating complete plan creation workflow from start to finish
Edge_Cases: Network interruptions during creation, concurrent plan creation, very complex plan configurations
Risk_Areas: Data consistency during creation, billing system synchronization, plan activation reliability
Security_Considerations: Ensure plan creation is properly authorized and all data is validated before activation

Missing Scenarios Identified

Scenario_1: Plan creation rollback on failure scenarios
Type: Error Handling
Rationale: Ensure data integrity if plan creation fails partway through
Priority: P2

Scenario_2: Plan creation notification to stakeholders
Type: Integration
Rationale: Alert relevant teams when new plans are activated
Priority: P3