(BX03US02) - Bill Cycle Setup

Bill Cycle Setup (BX03US02) - Comprehensive Test Suite

Test Scenario Analysis

A. Functional Test Scenarios

Core Functionality Scenarios

Dashboard Metrics Display - Real-time display of consumer coverage, active cycles, and performance indicators
Bill Cycle Creation - Complete cycle creation workflow with validation
Premise Selection - Area-based filtering and premise selection with consumer count updates
Consumer Management - Individual consumer selection and category breakdown
Cycle Monitoring - Performance tracking and billing summary analysis
Historical Analysis - Trend analysis and run history tracking
Search and Filter Operations - Advanced search across cycles and consumers
Export Functionality - Data export capabilities across different views

Business Rules Scenarios (Weighted by Importance)

Cycle Uniqueness Validation (Weight: 10) - Prevent duplicate cycle names
Consumer Eligibility Rules (Weight: 9) - Only Active and Temp Disconnected consumers
Billing Duration Constraints (Weight: 8) - Valid duration ranges and restrictions
Premise Assignment Logic (Weight: 8) - Prevent overlapping cycle assignments
Real-time Count Updates (Weight: 7) - Dynamic consumer count calculations
Status-based Operations (Weight: 7) - Active/Inactive cycle management
Permission-based Access (Weight: 6) - Role-specific functionality access

User Journey Scenarios

Billing Manager Complete Workflow - Dashboard → Create Cycle → Monitor Performance → Analyze Trends
Billing Specialist Execution Flow - View Cycles → Execute Billing → Track Progress → Handle Exceptions
Monthly Cycle Management - Create → Configure → Execute → Monitor → Report
Exception Handling Journey - Identify Issues → Investigate → Resolve → Document

B. Non-Functional Test Scenarios

Performance Scenarios

Dashboard load time < 1 second
Cycle creation response < 1 second
Consumer count updates in real-time
Large dataset handling (>10,000 consumers)
Concurrent user operations

Security Scenarios

Authentication validation
Role-based authorization
Data access controls
Input validation and sanitization
Session management

Compatibility Scenarios

Chrome latest version compatibility
Responsive design validation
Cross-resolution support (1920x1080, 1024x768, 375x667)

Usability Scenarios

C. Edge Case & Error Scenarios

Boundary Conditions

Maximum consumer count per cycle
Minimum billing duration (1 day)
Maximum billing duration limits
Empty premise selections
Zero consumer scenarios

Invalid Input Scenarios

Duplicate cycle names
Invalid billing durations
Special characters in cycle names
Malformed search queries

System Failure Scenarios

Meter data service unavailability
Database connection issues
Large dataset timeout scenarios
Export operation failures

Detailed Test Cases

Test Suite 1: Dashboard and Overview

BX03US02_TC_001

Title: Verify Dashboard Metrics Display.

Created By: Sarvesh Created Date: 2025-05-27 Version: 1.0

Classification:

Module/Feature: Dashboard Overview
Test Type: Functional/UI
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags: MOD-Dashboard, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-Low, Business-Critical, Revenue-Impact-Medium, Integration-End-to-End

Business Context:

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

Coverage Tracking:

Feature_Coverage: 100% of dashboard metrics
Integration_Points: Billing system, Consumer database
Code_Module_Mapped: Dashboard.js, MetricsService.js
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting:

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Module-Coverage
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability:

Related_Requirements: Acceptance Criteria #1, Business Rule #1
Related_Bugs: N/A
Related_Test_Cases: Not decided yet

Test Environment:

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 11
Screen_Resolution: Desktop-1920x1080
Dependencies: Billing service, Consumer database, Metrics API
Performance_Baseline: < 1 second load time
Data_Requirements: Active billing cycles, consumer data

Prerequisites:

Setup_Requirements: Test data with active billing cycles
User_Roles_Permissions: Billing Manager access
Test_Data: 24 total cycles, 18 active cycles, consumer coverage data
Prior_Test_Cases: None

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Navigate to SMART360 Billing module	Dashboard loads successfully	Valid credentials	Page loads < 1 sec
2	Verify Consumer Coverage metric	Shows eg:- 84% (+2% from last month)	Live consumer data	Green indicator for positive trend
3	Verify Active Cycles count	Shows eg:- 18 (75% of total 24 cycles)	Active cycle data	Correct calculation displayed
4	Verify Average Run Count	Shows eg:- 4.3 per cycle	Historical run data	Accurate average calculation
5	Verify Total Billing Cycles	Shows eg:- 24 (+2 this month)	Total cycle count	Growth indicator present

Verification Points:

Primary_Verification: All four metrics display correct values
Secondary_Verifications: Trend indicators, percentage calculations, tooltips
Negative_Verification: No error messages or loading failures

BX03US02_TC_002

Title: Verify Search and Filter Functionality

Created By: Sarvesh Created Date: 2025-05-27 Version: 1.0

Classification:

Module/Feature: Search
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags: MOD-Dashboard, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Low

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Enter cycle name in search box	"Monthly-Central"	Search results filter correctly	Case-insensitive search
2	Apply Status filter "Active"	Only active cycles displayed	Active status filter	Correct filtering logic
3	Apply date range filter	Cycles within range shown	Last 30 days	Date validation working
4	Clear all filters	All cycles displayed again	Reset functionality	Filters reset properly
5	Test partial search match	"Monthly"	Shows all monthly cycles	Partial matching works

Test Suite 2: Bill Cycle Creation

BX03US02_TC_003

Title: Verify New Bill Cycle Creation - Happy Path

Created By: Sarvesh Created Date: 2025-05-27 Version: 1.0

Classification:

Module/Feature: Cycle Creation
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags: MOD-CycleCreation, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Click "Create New Bill Cycle" button	Creation form opens	N/A	Form loads correctly
2	Enter unique cycle name	Name accepted	"Monthly-West-2025"	Validation passes
3	Select consumer category	Category selected	"Residential"	Dropdown works
4	Set billing duration	Duration accepted	30 days	Valid range accepted
5	Navigate to Premise Selection	Premise list loads	Available premises	Consumer counts update
6	Select premises	Consumer count updates	Central Plaza, North Heights	Real-time calculation
7	Review category breakdown	Percentages calculated	92% Residential, 8% Commercial	Accurate distribution
8	Save cycle configuration	Cycle created successfully	Complete configuration	Success message shown

BX03US02_TC_004

Title: Verify Bill Cycle Name Uniqueness Validation

Created By: Sarvesh Created Date: 2025-05-27 Version: 1.0

Classification:

Module/Feature: Cycle Creation Validation
Test Type: Functional/Negative
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Open cycle creation form	Form displays	N/A	Ready for input
2	Enter existing cycle name	Validation error shown	"Monthly-Central"	Duplicate name detected
3	Verify error message	Clear error displayed	"Cycle name already exists"	User-friendly message
4	Change to unique name	Validation passes	"Monthly-Central-New"	Name accepted
5	Complete cycle creation	Cycle created successfully	Valid configuration	No validation errors

BX03US02_TC_005

Title: Verify Billing Duration Validation Rules

Created By: Sarvesh Created Date: 2025-05-27 Version: 1.0

Classification:

Module/Feature: Duration Validation
Test Type: Functional/Boundary
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Enter minimum duration	Value accepted	1 day	Boundary value valid
2	Enter zero duration	Validation error	0 days	Invalid value rejected
3	Enter negative duration	Validation error	-5 days	Negative value rejected
4	Enter non-numeric value	Validation error	"abc"	Non-numeric rejected
5	Enter maximum duration	Value accepted	365 days	Upper boundary valid
6	Enter exceed maximum	Validation error	400 days	Exceeds limit rejected

Test Suite 3: Premise and Consumer Selection

BX03US02_TC_006

Title: Verify Premise Selection with Area Filtering

Created By: Sarvesh Created Date: 2025-05-27 Version: 1.0

Classification:

Module/Feature: Premise Selection
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Navigate to Premise Selection	Premise list loads	All available premises	Full list displayed
2	Apply area filter	Filtered premises shown	"Downtown" area	Correct filtering
3	Verify consumer counts	Accurate counts displayed	Per premise counts	Real-time calculation
4	Select multiple premises	Selection checkboxes work	Central Plaza, Westside Mall	Multi-selection works
5	Verify total consumer update	Sidebar count updates	Combined consumer count	Dynamic calculation
6	Clear area filter	All premises shown again	Reset filter	Filter reset works

BX03US02_TC_007

Title: Verify Consumer Eligibility Rules Created By: Test Automation Team Created Date: 2025-05-27 Version: 1.0

Classification:

Module/Feature: Consumer Eligibility
Test Type: Functional/Business Rule
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Navigate to Consumers tab	Consumer list loads	Selected premises consumers	Filtered list shown
2	Verify Active consumers included	Green status badges shown	Active consumers	Eligible consumers visible
3	Verify Temp Disconnect included	Yellow status badges shown	Temp Disconnect consumers	Eligible consumers visible
4	Verify Paused consumers excluded	Not visible in list	Paused consumers	Ineligible consumers hidden
5	Verify Disconnected excluded	Not visible in list	Disconnected consumers	Ineligible consumers hidden
6	Check connection status breakdown	Correct percentages shown	92% Active, 6% Paused, 2% Disconnected	Accurate calculation

Test Suite 4: Cycle Monitoring and Performance

BX03US02_TC_008

Title: Verify Last Run Summary Display Created By: Test Automation Team Created Date: 2025-05-27 Version: 1.0

Classification:

Module/Feature: Cycle Monitoring
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	Click on cycle name	Cycle details page opens	"Monthly-Central"	Detail view loads
2	Verify run date	Correct date displayed	May 15, 2025	Last execution date
3	Verify initiator	User name shown	Arjun S.	Who initiated run
4	Verify days between runs	Correct calculation	14 mins	Time calculation
5	Verify actual vs estimated	Percentage shown	82% Actual	Ratio calculation
6	Check billing summary	Correct counts	1224 Processed, 1002 Actual, 206 Estimated	Accurate totals

BX03US02_TC_009

Title: Verify Financial Summary Calculations Created By: Test Automation Team Created Date: 2025-05-27 Version: 1.0

Classification:

Module/Feature: Financial Summary
Test Type: Functional/Calculation
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Test Procedure:

Step	Action	Expected Result	Test Data	Comments
1	View financial summary section	Section displays correctly	Cycle financial data	All metrics visible
2	Verify billed amount	Correct total shown	$243,500	Sum calculation
3	Verify average bill	Correct calculation	$201.57	Amount ÷ Bills
4	Verify outstanding amount	Current balance shown	$1,240	Unpaid balances
5	Verify late fees	Penalty amount shown	$560	Fee calculation
6	Cross-verify calculations	Math accuracy confirmed	Manual calculation	Calculations match

Test Suite 5: Historical Analysis and Trends

BX03US02_TC_010

Title: Verify Monthly Trend Chart Display Created By: Test Automation Team Created Date: 2025-05-27 Version: 1.0

Classification:

Module/Feature: Trend Analysis
Test Type: Functional/Visual
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	View monthly trend chart	Chart displays correctly	5-month revenue data	Visual representation
2	Verify data points	Correct values shown	Jan: ~195K, Feb: ~200K, etc.	Historical accuracy
3	Verify trend progression	Upward trend visible	Month-over-month growth	Growth pattern clear
4	Check chart interactivity	Hover tooltips work	Detailed values on hover	Interactive elements
5	Verify chart legend	Legend displays correctly	Revenue and Consumption	Clear labeling

BX03US02_TC_011

Title: Verify Run History Tracking Created By: Test Automation Team Created Date: 2025-05-27 Version: 1.0

Classification:

Module/Feature: Run History
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Run History tab	History table loads	Historical run data	Complete history shown
2	Verify chronological order	Latest runs first	Descending date order	Correct sorting
3	Verify initiator tracking	User names displayed	Arjun S., System, Priya M.	Audit trail present
4	Verify days between runs	Correct calculations	30, 32, 27, 31 days	Interval tracking
5	Verify consumer counts	Historical counts shown	1,222, 1,215, 1,198, 1,180	Account growth tracking
6	Check export functionality	Export button works	Full history data	Data export successful

Test Suite 6: Consumer Management

BX03US02_TC_012

Title: Verify Consumer List Search and Filter Created By: Test Automation Team Created Date: 2025-05-27 Version: 1.0

Classification:

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

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to Consumer List tab	Consumer table loads	All cycle consumers	Complete list shown
2	Search by consumer name	Filtered results shown	"Kavita Patil"	Name search works
3	Search by account number	Specific consumer found	"ACC-10045"	Account search works
4	Apply status filter	Filtered by status	"Active" status	Status filtering works
5	Apply area filter	Filtered by location	"North Zone"	Area filtering works
6	Combine multiple filters	Combined filtering works	Status + Area	Multiple criteria work

Test Suite 7: Export and Reporting

BX03US02_TC_013

Title: Verify Export Functionality Across Views Created By: Test Automation Team Created Date: 2025-05-27 Version: 1.0

Classification:

Module/Feature: Export/Reporting
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Export cycle list	Excel file downloads	All cycles data	Complete data export
2	Export consumer selection	Selected consumers exported	Filtered consumer list	Partial data export
3	Export run history	Historical data exported	Complete run history	Time-series data
4	Verify file format	Excel format correct	.xlsx file	Proper formatting
5	Verify data completeness	All columns included	Complete field set	No data loss
6	Verify filtered exports	Only filtered data exported	Applied filters respected	Correct scope

Test Suite 8: Error Handling and Edge Cases

BX03US02_TC_014

Title: Verify System Behavior with Large Dataset Created By: Test Automation Team Created Date: 2025-05-27 Version: 1.0

Classification:

Module/Feature: Performance/Scalability
Test Type: Performance
Test Level: System
Priority: P2-High
Execution Phase: Performance
Automation Status: Manual

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Load cycle with 10,000+ consumers	Page loads within SLA	Large consumer dataset	Performance maintained
2	Apply filters on large dataset	Response < 1 second	Multiple filter criteria	Fast filtering
3	Export large dataset	Export completes successfully	10,000+ records	No timeout errors
4	Verify pagination	Page navigation works	Large result sets	Proper pagination
5	Check memory usage	No memory leaks	Extended usage	Stable performance

BX03US02_TC_015

Title: Verify Error Handling for External System Failures Created By: Test Automation Team Created Date: 2025-05-27 Version: 1.0

Classification:

Module/Feature: Error Handling
Test Type: Integration/Negative
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Simulate meter data service down	Graceful error handling	Unavailable service	Proper error message
2	Verify fallback behavior	System continues functioning	Limited functionality	Degraded gracefully
3	Check error notifications	User informed of issues	Clear error messaging	User awareness
4	Verify retry mechanism	System attempts reconnection	Automatic recovery	Resilient behavior
5	Test service restoration	Normal operation resumes	Service back online	Full functionality restored

Test Suite 9: Security and Access Control

BX03US02_TC_016

Title: Verify Role-Based Access Control Created By: Test Automation Team Created Date: 2025-05-27 Version: 1.0

Classification:

Module/Feature: Security/Authorization
Test Type: Security
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Test Procedure:

Step #	Action	Expected Result	Test Data	Comments
1	Login as Billing Manager	Full access granted	Manager credentials	All features available
2	Verify cycle creation access	Create button visible	Manager role	Creation permitted
3	Verify edit/delete access	Edit options available	Active cycles	Modification permitted
4	Login as Billing Specialist	Limited access granted	Specialist credentials	Read-only features
5	Verify restricted access	No create/edit buttons	Specialist role	Proper restrictions
6	Test unauthorized access	Access denied properly	Invalid permissions	Security enforced

Test Execution Matrix

Browser/Device Combinations

Test Suite	Chrome 115+	Resolution	Device	Priority
Dashboard	✓	1920x1080	Desktop	P1
Cycle Creation	✓	1920x1080	Desktop	P1
Premise Selection	✓	1024x768	Tablet	P2
Monitoring	✓	375x667	Mobile	P3

Environment Coverage

Development: Initial testing and bug fixes
Staging: Full regression testing
Production: Smoke testing only

Test Suite Definitions

Smoke Test Suite (P1 Critical)

Execution Time: 30 minutes Test Cases: TC_001, TC_003, TC_006, TC_007, TC_008, TC_016 Criteria: Basic functionality validation after deployment Schedule: Every deployment

Regression Test Suite (P1-P2)

Execution Time: 4 hours Test Cases: All functional test cases TC_001 through TC_013 Criteria: Complete feature validation before release Schedule: Weekly and before major releases

Performance Test Suite

Execution Time: 2 hours Test Cases: TC_014, load testing scenarios Criteria: Performance SLA validation Schedule: Monthly and before major releases

Security Test Suite

Execution Time: 1 hour Test Cases: TC_015, TC_016, additional security scenarios Criteria: Security and access control validation Schedule: Before each release

Integration Test Dependencies

External System Dependencies

Meter Data Service
- Dependency: Real-time meter reading data
- Fallback: Mock data service for testing
- Monitoring: Service health checks
Consumer Database
- Dependency: Consumer status and information
- Fallback: Cached data for read operations
- Monitoring: Database connectivity tests
Billing Service
- Dependency: Historical billing data
- Fallback: Limited historical data
- Monitoring: API response time tracking

Test Data Dependencies

Prerequisite Data: Active billing cycles, consumer accounts, premises data
Test Data Reset: Automated cleanup after test execution
Data Isolation: Separate test datasets for parallel execution

Success Criteria and KPIs

Functional Success Criteria

All P1 test cases pass: 100%
All P2 test cases pass: 95%
Zero critical defects in production
User acceptance testing approval

Performance Success Criteria

Dashboard load time: < 1 second
Cycle creation time: < 1 second
Consumer count update: Real-time
Export operations: Complete within 30 seconds

Quality Metrics

Test coverage: 95% of requirements
Defect detection rate: > 90% in pre-production
Test execution efficiency: < 4 hours for full regression
Automation coverage: 60% of repetitive test cases

Risk Assessment and Mitigation

High-Risk Areas

Large Dataset Performance - Mitigation: Performance testing with realistic data volumes
External System Integration - Mitigation: Comprehensive integration testing and fallback scenarios
Data Accuracy Calculations - Mitigation: Detailed validation testing and cross-verification
User Permission Security - Mitigation: Thorough role-based access testing

Medium-Risk Areas

Browser Compatibility - Mitigation: Cross-browser testing matrix
Export Functionality - Mitigation: File format and content validation
Search Performance - Mitigation: Large dataset search optimization testing

Defect Management Process

Defect Severity Classification

P1-Critical: System unusable, data loss, security breach
P2-High: Major functionality broken, workaround exists
P3-Medium: Minor functional issues, UI problems
P4-Low: Cosmetic issues, enhancement requests

Defect Tracking Requirements

Clear reproduction steps
Environment details
Test data used
Screenshots/logs attached
Business impact assessment

Test Completion Report Template

Executive Summary

Total test cases executed
Pass/Fail/Blocked status
Critical defects found
Release readiness assessment

Detailed Results

Test suite execution summary
Performance metrics achieved
Security testing results
Integration testing outcomes

Recommendations

Release approval/rejection
Outstanding risk items
Post-release monitoring requirements
Lessons learned and improvements