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(BX03US02) - Bill Cycle Setup

Bill Cycle Setup - (BX03US02) - Comprehensive Test Suite

Test Scenario Analysis

A. Functional Test Scenarios

Core Functionality Scenarios

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

Business Rules Scenarios (Weighted by Importance)

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

User Journey Scenarios

  1. Billing Manager Complete Workflow - Dashboard → Create Cycle → Monitor Performance → Analyze Trends
  2. Billing Specialist Execution Flow - View Cycles → Execute Billing → Track Progress → Handle Exceptions
  3. Monthly Cycle Management - Create → Configure → Execute → Monitor → Report
  4. 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

  • Intuitive navigation flow
  • Error message clarity
  • Loading state indicators
  • Data validation feedback

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: ManualNot-Automated

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:

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

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: ManualNot-Automated

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: ManualNot-Automated

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: ManualNot-Automated

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: ManualNot-Automated

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: ManualNot-Automated

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 TeamTSarvesh 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: ManualNot-Automated





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 TeamSarvesh 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: ManualNot-Automated



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 TeamSarvesh 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: ManualNot-Automated






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 TeamSarvesh 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: ManualNot-Automated







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 TeamSarvesh 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: ManualNot-Automated








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 TeamSarvesh 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: ManualNot-Automated





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 TeamSarvesh 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: ManualNot-Automated






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 TeamSarvesh 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: ManualNot-Automated

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 TeamSarvesh 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: ManualNot-Automated

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 TeamSarvesh 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

  1. Meter Data Service

    • Dependency: Real-time meter reading data
    • Fallback: Mock data service for testing
    • Monitoring: Service health checks
  3. Consumer Database

    • Dependency: Consumer status and information
    • Fallback: Cached data for read operations
    • Monitoring: Database connectivity tests
  5. 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

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

Medium-Risk Areas

  1. Browser Compatibility - Mitigation: Cross-browser testing matrix
  2. Export Functionality - Mitigation: File format and content validation
  3. 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


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