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Payment Agreement Management (CSS01US04)

Total test cases - 16

Total Acceptance criteria- 12

Total Coverage -100%



Test Case 1: Payment Agreement Information Display

Test Case Metadata

Test Case ID: CSS01US04_TC_001
Title: Verify payment agreement information displays all required fields correctly
Created By: Hetal
Created Date: July 17, 2025
Version: 1.0

Classification

Module/Feature: Payment Agreement Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer, Billing, UI, MOD-PaymentAgreement, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Revenue-Impact-High, Business-Critical, Happy path

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 15%
Integration_Points: CxServices, API, Happy path
Code_Module_Mapped: CX-Web
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: Dev/Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Payment Agreement Service, Customer Service, Authentication Service
Performance_Baseline: < 2 seconds
Data_Requirements: Active payment agreement PA-2023-15847

Prerequisites

Setup_Requirements: Customer portal environment configured
User_Roles_Permissions: Customer with active payment agreement
Test_Data: Agreement PA-2023-15847, Customer: Sarah Johnson
Prior_Test_Cases: Login functionality must pass

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to customer self-service portal and login

Login successful, dashboard loads

Username: sarah.johnson@email.com, Password: TestPass123

Verify authentication

2

Click on "Billing & Payments" section

Billing & Payments page loads

N/A

Navigation verification

3

Click on "Installments" tab

Installments page displays with Payment Agreement Information section

N/A

Tab functionality

4

Verify Agreement ID field

Agreement ID displays as "PA-2023-15847"

PA-2023-15847

Field validation

5

Verify Created Date field

Created Date displays as "4/15/2023"

4/15/2023

Date format verification

6

Verify Created By field

Created By displays "Sarah Johnson"

Sarah Johnson

User information

7

Verify Total Amount field

Total Amount displays "$29,000"

$29,000

Currency format

8

Verify Down Payment field

Down Payment displays "$2,000"

$2,000

Currency format

9

Verify Monthly Payment field

Monthly Payment displays "$500"

$500

Currency format

10

Verify Installments field

Installments displays "54"

54 installments

Calculation verification

11

Verify End Date field

End Date displays "10/15/2026"

10/15/2026

Date format

12

Verify Notes field

Notes display complete text about solar panel installation

"Solar panel installation and HVAC system upgrade payment plan..."

Text content

13

Verify View Agreement button presence

View Agreement button is visible and clickable

N/A

Button state

Verification Points

Primary_Verification: All required fields display with correct data and formatting
Secondary_Verifications: Currency format ($X,XXX), Date format (MM/DD/YYYY), Button accessibility
Negative_Verification: No empty fields, no system errors, no loading issues



Test Case 2: View Agreement Button Functionality

Test Case Metadata

Test Case ID: CSS01US04_TC_002
Title: Verify View Agreement button opens full agreement document
Created By: Hetal
Created Date: July 17, 2025
Version: 1.0

Classification

Module/Feature: Payment Agreement Management
Test Type: Functional
Test Level: Integration
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer, Billing, Integration, MOD-PaymentAgreement, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Integration-Point, Business-Critical

Business Context

Customer_Segment: All
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Billing
Compliance_Required: Yes
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 2 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 10%
Integration_Points: Document Service, CxServices, API
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Integration-Coverage
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

Environment: Dev/Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Document Management Service, PDF Viewer, Payment Agreement Service
Performance_Baseline: < 3 seconds
Data_Requirements: Agreement document PA-2023-15847.pdf available

Prerequisites

Setup_Requirements: Document service configured, PDF viewer enabled
User_Roles_Permissions: Customer with document access rights
Test_Data: Agreement PA-2023-15847 with associated document
Prior_Test_Cases: CSS01US04_TC_001 must pass

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Payment Agreement Information section

Section loads successfully

N/A

Prerequisites

2

Locate "View Agreement" button

Button is visible and enabled

N/A

UI verification

3

Click "View Agreement" button

New tab/window opens or modal displays

N/A

Action trigger

4

Verify document opens

PDF document loads with agreement details

PA-2023-15847.pdf

Document verification

5

Verify document content

Document contains all agreement terms and customer information

Agreement terms, signatures, dates

Content validation

6

Verify document is readable

Text is clear, properly formatted, and complete

N/A

Quality check

7

Test document download (if available)

Document can be downloaded successfully

N/A

Download functionality

8

Close document and return

User can return to main agreement page

N/A

Navigation back

Verification Points

Primary_Verification: View Agreement button successfully opens the complete agreement document
Secondary_Verifications: Document loads within performance baseline, content is complete and readable
Negative_Verification: No broken links, no missing content, no access errors



Test Case 3: Installment Schedule Display Verification

Test Case Metadata

Test Case ID: CSS01US04_TC_003
Title: Verify installment schedule displays all required information for each installment
Created By: Hetal
Created Date: July 17, 2025
Version: 1.0

Classification

Module/Feature: Payment Agreement Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer, Billing, UI, MOD-PaymentAgreement, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Business-Critical, Happy path

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 25%
Integration_Points: Payment Service, CxServices, Database
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

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

Requirements Traceability

Test Environment

Environment: Dev/Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Installment Service, Payment History Service, Database
Performance_Baseline: < 2 seconds
Data_Requirements: Agreement PA-2023-15847 with installment history

Prerequisites

Setup_Requirements: Payment agreement with mixed installment statuses
User_Roles_Permissions: Customer with payment agreement access
Test_Data: PA-2023-15847 with paid, pending, and overdue installments
Prior_Test_Cases: CSS01US04_TC_001 must pass

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Installment Schedule section

Section loads with all installments listed

N/A

Initial load

2

Verify installment #1 details

Shows: Number "#1", Due date "5/15/2023", Amount "$500", Status "Paid", Paid date "5/14/2023"

Installment #1 data

Paid installment

3

Verify installment #15 details

Shows: Number "#15", Due date "7/15/2024", Amount "$500", Status "Pending"

Installment #15 data

Pending installment

4

Verify installment #16 details (overdue)

Shows: Number "#16", Due date "8/15/2024", Amount "$500", Status "Overdue", Days overdue "337"

Installment #16 data

Overdue calculation

5

Verify paid installment format

Paid date displayed in green, no Pay Now button

Paid installments

Status formatting

6

Verify pending installment format

Status shows "Pending", no Pay Now button (not overdue)

Pending installments

Status logic

7

Verify overdue installment format

Status shows "Overdue", Days overdue calculated correctly, Pay Now button present

Overdue installments

Overdue logic

8

Verify amount formatting

All amounts display as "$500" with proper currency format

All installments

Currency format

9

Verify date formatting

All dates display as "MM/DD/YYYY" format consistently

All installments

Date consistency

10

Verify sorting functionality

Installments can be sorted by number (default low to high)

N/A

Sorting feature

Verification Points

Primary_Verification: All installments display with correct number, due date, amount, status, paid date (if applicable), and days overdue (if applicable)
Secondary_Verifications: Proper formatting for currency and dates, correct status logic, Pay Now button appears only for overdue
Negative_Verification: No missing installments, no incorrect calculations, no formatting errors



Test Case 4: Days Overdue Calculation Verification

Test Case Metadata

Test Case ID: CSS01US04_TC_004
Title: Verify days overdue field shows correct count for overdue installments
Created By: Hetal
Created Date: July 17, 2025
Version: 1.0

Classification

Module/Feature: Payment Agreement 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, Billing, Calculation, MOD-PaymentAgreement, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Business-High

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 10%
Integration_Points: Date Service, Calculation Engine, Database
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Quality-Dashboard, Calculation-Accuracy
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

Environment: Dev/Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Date/Time Service, Calculation Service
Performance_Baseline: < 1 second
Data_Requirements: Overdue installments with various overdue periods

Prerequisites

Setup_Requirements: System date set to 7/17/2025, overdue installments exist
User_Roles_Permissions: Customer with payment agreement access
Test_Data: Installments overdue by different periods
Prior_Test_Cases: CSS01US04_TC_003 must pass

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Identify installment due 8/15/2024

Installment shows as overdue

Due date: 8/15/2024, Current date: 7/17/2025

Base calculation

2

Verify days overdue calculation

Days overdue shows "337 days"

Manual calculation: 337 days difference

Calculation accuracy

3

Check installment due 6/15/2025

Shows appropriate days overdue

Due date: 6/15/2025, Current date: 7/17/2025

Recent overdue

4

Verify calculation formula

Days = Current Date - Due Date

Various overdue installments

Formula verification

5

Verify today's due installment

Shows "0 days overdue" or "Due Today"

Due date: 7/17/2025

Edge case

6

Verify weekend/holiday handling

Calculation includes weekends and holidays

Due dates on weekends

Business rule

7

Test timezone consistency

All calculations use consistent timezone

N/A

Timezone handling

Verification Points

Primary_Verification: Days overdue calculation is mathematically correct for all overdue installments
Secondary_Verifications: Consistent calculation across different time periods, proper handling of edge cases
Negative_Verification: No negative days, no calculation errors, no timezone issues



Test Case 5: Pay Now Button Visibility Logic

Test Case Metadata

Test Case ID: CSS01US04_TC_005
Title: Verify Pay Now button appears only for pending and overdue installments
Created By: Hetal
Created Date: July 17, 2025
Version: 1.0

Classification

Module/Feature: Payment Agreement Management
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Negative, Consumer, Billing, UI, MOD-PaymentAgreement, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Product, Business-Critical

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 15%
Integration_Points: Payment Service, UI Logic, Business Rules
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Business-Rules
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Dev/Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Payment Service, Business Rules Engine
Performance_Baseline: < 1 second
Data_Requirements: Installments with various statuses

Prerequisites

Setup_Requirements: Payment agreement with mixed installment statuses
User_Roles_Permissions: Customer with payment privileges
Test_Data: Paid, pending, and overdue installments
Prior_Test_Cases: CSS01US04_TC_003 must pass

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Review paid installment #1

No Pay Now button visible

Status: "Paid", Paid date: "5/14/2023"

Paid status rule

2

Review pending installment #14

No Pay Now button visible

Status: "Pending", Due date: future

Not overdue rule

3

Review overdue installment #16

Pay Now button is visible and clickable

Status: "Overdue", Due date: past

Overdue rule

4

Verify button state for overdue

Button is enabled and properly styled

Overdue installments

UI state

5

Check multiple overdue installments

All overdue installments show Pay Now button

Multiple overdue entries

Consistency

6

Verify pending not overdue

Pending installments with future due dates have no button

Pending, future due dates

Logic verification

7

Test installment becoming overdue

Pay Now button appears when installment becomes overdue

Change date scenario

Dynamic behavior

Verification Points

Primary_Verification: Pay Now button appears only for installments with "Pending" status that are overdue
Secondary_Verifications: Button is properly styled and functional, consistent across all applicable installments
Negative_Verification: No Pay Now button on paid installments, no button on future pending installments



Test Case 6: Payment Modal Display and Content

Test Case Metadata

Test Case ID: CSS01US04_TC_006
Title: Verify Pay Now button opens modal with correct installment details and payment method
Created By: Hetal
Created Date: July 17, 2025
Version: 1.0

Classification

Module/Feature: Payment Agreement Management
Test Type: Functional
Test Level: Integration
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer, Billing, UI, Integration, MOD-PaymentAgreement, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Integration-Point, Business-Critical

Business Context

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

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 20%
Integration_Points: Payment Modal Service, UI Components, Payment Methods
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Integration-Coverage
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Dev/Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Payment Modal Service, Payment Method Service
Performance_Baseline: < 2 seconds
Data_Requirements: Overdue installment with payment capability

Prerequisites

Setup_Requirements: Payment modal components configured
User_Roles_Permissions: Customer with payment authorization
Test_Data: Overdue installment #16, amount $500
Prior_Test_Cases: CSS01US04_TC_005 must pass

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Click Pay Now button on overdue installment #16

Payment modal opens

Installment #16

Modal trigger

2

Verify modal header

Modal displays "Payment for Installment #16"

Installment #16

Header content

3

Verify installment number display

Shows "Installment #16"

#16

Data accuracy

4

Verify due date display

Shows due date "8/15/2024"

8/15/2024

Date verification

5

Verify status display

Shows status "Overdue"

Overdue

Status accuracy

6

Verify amount display

Shows amount "$500"

$500

Currency format

7

Verify payment method selection

"Online Payment" is selected by default

Online Payment

Default selection

8

Verify payment method options

Only online payment option available

Online Payment only

Available options

9

Verify Pay button presence

Pay button is visible and enabled

N/A

Button state

10

Verify Cancel/Close button

Modal can be closed without payment

N/A

Modal controls

11

Verify modal responsiveness

Modal displays properly on different screen sizes

Various resolutions

Responsive design

Verification Points

Primary_Verification: Payment modal opens with correct installment details and online payment method selected by default
Secondary_Verifications: All data fields populated correctly, modal is functional and responsive
Negative_Verification: No missing data, no modal display errors, proper close functionality



Test Case 7: Payment Gateway Redirect Functionality

Test Case Metadata

Test Case ID: CSS01US04_TC_007
Title: Verify Pay button redirects user to payment gateway
Created By: Hetal
Created Date: July 17, 2025
Version: 1.0

Classification

Module/Feature: Payment Agreement Management
Test Type: Integration
Test Level: System
Priority: P1-Critical
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer, Billing, Integration, External-Dependency, MOD-PaymentAgreement, P1-Critical, Phase-Acceptance, Type-Integration, Platform-Web, Report-Product, Integration-End-to-End, Business-Critical

Business Context

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

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 15%
Integration_Points: Payment Gateway, External Services, Payment Processing
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Integration-Coverage, Revenue-Impact
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: Payment Gateway (Stripe/PayPal), SSL certificates, Network connectivity
Performance_Baseline: < 5 seconds
Data_Requirements: Valid payment gateway configuration

Prerequisites

Setup_Requirements: Payment gateway test environment configured
User_Roles_Permissions: Customer with valid payment methods
Test_Data: Test credit card numbers, installment #16 data
Prior_Test_Cases: CSS01US04_TC_006 must pass

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Open payment modal for installment #16

Modal displays with payment details

Installment #16, $500

Prerequisites

2

Verify Pay button is enabled

Pay button is clickable and properly styled

N/A

Button state

3

Click Pay button

User is redirected to payment gateway

N/A

Redirect action

4

Verify redirect URL

URL changes to payment gateway domain

Gateway URL pattern

URL verification

5

Verify payment form loads

Payment gateway form displays properly

N/A

External service

6

Verify installment data passed

Amount $500 is pre-populated in gateway

$500

Data transfer

7

Verify customer data passed

Customer information is populated

Sarah Johnson details

Customer data

8

Verify return URL configured

Gateway has proper return URL set

Return URL

Configuration

9

Test secure connection

Payment page loads over HTTPS

SSL certificate

Security

10

Verify payment options

Gateway shows available payment methods

Credit cards, bank transfer

Payment methods

Verification Points

Primary_Verification: Pay button successfully redirects to payment gateway with correct amount and customer data
Secondary_Verifications: Secure connection established, payment form loads properly, return URL configured
Negative_Verification: No redirect failures, no data loss, no security warnings



Test Case 8: Payment Success Message Display

Test Case Metadata

Test Case ID: CSS01US04_TC_008
Title: Verify system shows success message when payment is completed
Created By: Hetal
Created Date: July 17, 2025
Version: 1.0

Classification

Module/Feature: Payment Agreement Management
Test Type: Integration
Test Level: System
Priority: P1-Critical
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer, Billing, Integration, Payment-Flow, MOD-PaymentAgreement, P1-Critical, Phase-Acceptance, Type-Integration, Platform-Web, Report-CSM, Integration-End-to-End, Business-Critical

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 15%
Integration_Points: Payment Gateway Return, Notification Service, Status Update
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: CSM
Report_Categories: Quality-Dashboard, Customer-Experience, Revenue-Impact
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: Payment Gateway, Notification Service, Database Update Service
Performance_Baseline: < 10 seconds
Data_Requirements: Valid test payment method

Prerequisites

Setup_Requirements: Payment gateway test mode, notification service active
User_Roles_Permissions: Customer with payment completion access
Test_Data: Test payment method (4242 4242 4242 4242)
Prior_Test_Cases: CSS01US04_TC_007 must pass

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Complete payment gateway redirect

User is on payment gateway page

Payment gateway form

Prerequisites

2

Enter test payment details

Payment form accepts test data

Test card: 4242 4242 4242 4242, CVV: 123, Exp: 12/26

Test payment

3

Submit payment

Payment processing initiated

N/A

Payment submission

4

Wait for payment confirmation

Payment gateway shows success

N/A

Gateway confirmation

5

Verify return to application

User redirected back to installment page

Return URL

Return redirect

6

Verify success message display

Success message appears prominently

"Payment Successful" or similar

Message visibility

7

Verify message content

Message includes payment details and confirmation

Amount $500, installment #16

Message content

8

Verify installment status update

Installment #16 status changes to "Paid"

Status: "Paid"

Status update

9

Verify paid date populated

Paid date shows current date

Current date

Date population

10

Verify Pay Now button removed

Pay Now button no longer visible for paid installment

N/A

UI update

Verification Points

Primary_Verification: Success message displays when user returns from successful payment
Secondary_Verifications: Installment status updated, paid date populated, UI refreshed correctly
Negative_Verification: No error messages, no status inconsistencies, no UI glitches



Test Case 9: Payment Cancellation Message Display

Test Case Metadata

Test Case ID: CSS01US04_TC_009
Title: Verify system shows payment cancelled message when user cancels payment
Created By: Hetal
Created Date: July 17, 2025
Version: 1.0

Classification

Module/Feature: Payment Agreement Management
Test Type: Functional
Test Level: Integration
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Negative, Consumer, Billing, Integration, Payment-Flow, MOD-PaymentAgreement, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Business-High

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 10%
Integration_Points: Payment Gateway Cancel Flow, Notification Service
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Quality-Dashboard, User-Experience
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: Payment Gateway Cancel Flow
Performance_Baseline: < 5 seconds
Data_Requirements: Overdue installment available for payment

Prerequisites

Setup_Requirements: Payment gateway cancel flow configured
User_Roles_Permissions: Customer with payment access
Test_Data: Installment #16 available for payment
Prior_Test_Cases: CSS01US04_TC_007 must pass

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Initiate payment for installment #16

Payment gateway loads

Installment #16, $500

Setup

2

Locate cancel/back button on gateway

Cancel option is available

N/A

Gateway UI

3

Click cancel button on payment gateway

Gateway initiates cancel flow

N/A

Cancel action

4

Confirm cancellation if prompted

User confirms payment cancellation

N/A

Confirmation step

5

Verify return to application

User redirected back to installment page

Return URL

Return redirect

6

Verify cancellation message display

"Payment Cancelled" message appears

"Payment Cancelled" or similar

Message visibility

7

Verify message styling

Message is appropriately styled (warning/info color)

N/A

UI design

8

Verify installment status unchanged

Installment remains in "Overdue" status

Status: "Overdue"

Status verification

9

Verify Pay Now button remains

Pay Now button still available

N/A

UI consistency

10

Verify message timeout

Message disappears after appropriate time

N/A

Message behavior

Verification Points

Primary_Verification: "Payment Cancelled" message displays when user cancels payment at gateway
Secondary_Verifications: Installment status unchanged, Pay Now button remains available
Negative_Verification: No success messages, no error messages, no status changes



Test Case 10: Payment Failure Message Display

Test Case Metadata

Test Case ID: CSS01US04_TC_010
Title: Verify system shows payment failed message when payment fails
Created By: Hetal
Created Date: July 17, 2025
Version: 1.0

Classification

Module/Feature: Payment Agreement Management
Test Type: Functional
Test Level: Integration
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Negative, Consumer, Billing, Integration, Error-Handling, MOD-PaymentAgreement, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Business-High

Business Context

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

Quality Metrics

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

Coverage Tracking

Feature_Coverage: 10%
Integration_Points: Payment Gateway Error Handling, Error Notification Service
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Quality-Dashboard, Error-Handling
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: Payment Gateway Error Simulation
Performance_Baseline: < 5 seconds
Data_Requirements: Test card numbers for failures

Prerequisites

Setup_Requirements: Payment gateway error simulation available
User_Roles_Permissions: Customer with payment access
Test_Data: Declined test card (4000 0000 0000 0002)
Prior_Test_Cases: CSS01US04_TC_007 must pass

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Initiate payment for installment #16

Payment gateway loads

Installment #16, $500

Setup

2

Enter declined test card details

Form accepts test data

Declined card: 4000 0000 0000 0002, CVV: 123, Exp: 12/26

Test failure card

3

Submit payment

Payment processing attempted

N/A

Payment submission

4

Wait for payment failure

Payment gateway shows decline/error

N/A

Gateway failure

5

Verify return to application

User redirected back to installment page

Return URL

Return redirect

6

Verify failure message display

"Payment Failed" message appears

"Payment Failed" or similar

Message visibility

7

Verify message includes reason

Message includes failure reason if available

"Card declined" or similar

Error details

8

Verify message styling

Message is styled as error (red/warning color)

N/A

UI design

9

Verify installment status unchanged

Installment remains in "Overdue" status

Status: "Overdue"

Status verification

10

Verify Pay Now button remains

Pay Now button still available for retry

N/A

Retry capability

11

Test different failure scenarios

Try insufficient funds, expired card errors

Various test cards

Multiple scenarios

Verification Points

Primary_Verification: "Payment Failed" message displays when payment fails at gateway
Secondary_Verifications: Installment status unchanged, retry option available, appropriate error details shown
Negative_Verification: No success messages, no status changes, no data corruption



Test Case 11: Currency Format Verification

Test Case Metadata

Test Case ID: CSS01US04_TC_011
Title: Verify all currency amounts display in proper currency format
Created By: Hetal
Created Date: July 17, 2025
Version: 1.0

Classification

Module/Feature: Payment Agreement Management
Test Type: Functional
Test Level: System
Priority: P3-Medium
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer, Billing, UI, Formatting, MOD-PaymentAgreement, P3-Medium, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Business-Medium

Business Context

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

Quality Metrics

Risk_Level: Low
Complexity_Level: Low
Expected_Execution_Time: 2 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Low

Coverage Tracking

Feature_Coverage: 5%
Integration_Points: Formatting Service, UI Display
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Quality-Dashboard, UI-Standards
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability

Test Environment

Environment: Dev/Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Formatting Service, Localization Settings
Performance_Baseline: < 1 second
Data_Requirements: Various currency amounts

Prerequisites

Setup_Requirements: US currency format settings
User_Roles_Permissions: Standard customer access
Test_Data: Various amounts ($29,000, $2,000, $500)
Prior_Test_Cases: CSS01US04_TC_001 must pass

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Verify Total Amount format

Displays as "$29,000" with comma separator

$29,000

Large amount format

2

Verify Down Payment format

Displays as "$2,000" with comma separator

$2,000

Medium amount format

3

Verify Monthly Payment format

Displays as "$500" without comma

$500

Small amount format

4

Verify installment amounts

All show as "$500" consistently

$500

Consistency check

5

Check payment modal amounts

Amount shows as "$500" in modal

$500

Modal formatting

6

Verify decimal handling

Amounts like $500.50 show proper decimal

$500.50

Decimal format

7

Test zero amounts

$0.00 displays properly if applicable

$0.00

Edge case

8

Verify negative amounts

If any, show as -$500.00

-$500.00

Negative format

9

Check currency symbol consistency

All amounts use "$" symbol

$ symbol

Symbol consistency

10

Verify text alignment

Currency amounts are right-aligned in tables

N/A

Alignment

Verification Points

Primary_Verification: All currency amounts display with proper "$" symbol, comma separators, and decimal places
Secondary_Verifications: Consistent formatting across all components, proper alignment
Negative_Verification: No missing currency symbols, no formatting inconsistencies



Test Case 12: Date Format Consistency Verification

Test Case Metadata

Test Case ID: CSS01US04_TC_012
Title: Verify all dates display in consistent date format throughout the system
Created By: Hetal
Created Date: July 17, 2025
Version: 1.0

Classification

Module/Feature: Payment Agreement Management
Test Type: Functional
Test Level: System
Priority: P3-Medium
Execution Phase: Regression
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Consumer, Billing, UI, Formatting, MOD-PaymentAgreement, P3-Medium, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Business-Medium

Business Context

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

Quality Metrics

Risk_Level: Low
Complexity_Level: Low
Expected_Execution_Time: 2 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Low

Coverage Tracking

Feature_Coverage: 5%
Integration_Points: Date Formatting Service, UI Display
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Quality-Dashboard, UI-Standards
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability

Test Environment

Environment: Dev/Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Date Formatting Service, Localization Settings
Performance_Baseline: < 1 second
Data_Requirements: Various dates in agreement and installments

Prerequisites

Setup_Requirements: US date format settings (MM/DD/YYYY)
User_Roles_Permissions: Standard customer access
Test_Data: Various dates (4/15/2023, 10/15/2026, etc.)
Prior_Test_Cases: CSS01US04_TC_001 must pass

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Verify Created Date format

Displays as "4/15/2023" in MM/DD/YYYY format

4/15/2023

Agreement date

2

Verify End Date format

Displays as "10/15/2026" in MM/DD/YYYY format

10/15/2026

Agreement end date

3

Verify installment due dates

All show as "M/DD/YYYY" or "MM/DD/YYYY"

Various dates

Due date format

4

Verify paid dates

All show same format "M/DD/YYYY"

Various paid dates

Paid date format

5

Check single digit months

April shows as "4/15/2023" not "04/15/2023"

4/15/2023

Single digit month

6

Check double digit months

October shows as "10/15/2026"

10/15/2026

Double digit month

7

Verify timezone consistency

All dates in same timezone reference

N/A

Timezone handling

8

Check date sorting

Dates sort correctly in chronological order

Various dates

Sorting behavior

9

Verify modal date format

Payment modal shows same date format

Modal dates

Modal consistency

10

Test different years

All years show as 4-digit format (2023, 2024, etc.)

Various years

Year format

Verification Points

Primary_Verification: All dates display in consistent MM/DD/YYYY format throughout the system
Secondary_Verifications: Single-digit months without leading zeros, proper sorting, timezone consistency
Negative_Verification: No inconsistent date formats, no timezone discrepancies



Additional Test Cases for Edge Cases and Negative Scenarios

Test Case 13: Large Payment Agreement Data Handling

Test Case Metadata

Test Case ID: CSS01US04_TC_013
Title: Verify system handles payment agreements with large number of installments
Created By: Hetal
Created Date: July 17, 2025
Version: 1.0

Classification

Module/Feature: Payment Agreement Management
Test Type: Performance
Test Level: System
Priority: P3-Medium
Execution Phase: Performance
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Edge-Case, Performance, Consumer, Billing, Database, MOD-PaymentAgreement, P3-Medium, Phase-Performance, Type-Performance, Platform-Web, Report-Engineering, Business-Medium

Requirements Traceability

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Load agreement with 120 installments

Page loads within 3 seconds

120 installments

Large dataset

2

Verify all installments display

All 120 installments visible with pagination

120 entries

Display verification

3

Test sorting performance

Sorting completes within 1 second

Sort by date/amount

Performance check

4

Test filtering performance

Filtering results appear within 1 second

Filter by status

Filter performance

5

Verify scroll performance

Smooth scrolling through all installments

N/A

UI responsiveness



Test Case 14: Empty Agreement State Handling

Test Case Metadata

Test Case ID: CSS01US04_TC_014
Title: Verify system behavior when customer has no payment agreements
Created By: Hetal
Created Date: July 17, 2025
Version: 1.0

Classification

Module/Feature: Payment Agreement Management
Test Type: Functional
Test Level: System
Priority: P3-Medium
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Edge-Case, Negative, Consumer, Billing, UI, MOD-PaymentAgreement, P3-Medium, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Business-Medium

Requirements Traceability

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Login as customer with no agreements

Login successful

Customer without agreements

Setup

2

Navigate to Installments section

Page loads successfully

N/A

Navigation

3

Verify empty state message

Appropriate message displays "No payment agreements found"

N/A

Empty state

4

Verify no agreement section shows

Payment Agreement Information section not displayed

N/A

Conditional display

5

Verify no installment section shows

Installment Schedule section not displayed

N/A

Conditional display



Test Case 15: Network Error Handling

Test Case Metadata

Test Case ID: CSS01US04_TC_015
Title: Verify system behavior during network connectivity issues
Created By: Hetal
Created Date: July 17, 2025
Version: 1.0

Classification

Module/Feature: Payment Agreement Management
Test Type: Functional
Test Level: Integration
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Negative, Error-Handling, Consumer, Billing, Network, MOD-PaymentAgreement, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Business-High

Requirements Traceability

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Simulate network disconnection

Network connectivity lost

N/A

Network simulation

2

Try to load agreement page

Appropriate error message displays

N/A

Error handling

3

Restore network connection

Page can be refreshed successfully

N/A

Recovery

4

Simulate slow network during payment

Timeout handling works properly

N/A

Timeout scenario

5

Verify payment state preserved

Payment attempt can be retried

N/A

State preservation



API Test Cases (Critical Level >=7)

Test Case 16: Payment Agreement API Data Validation

Test Case Metadata

Test Case ID: CSS01US04_API_001
Title: Validate Payment Agreement API returns correct data structure and values
Created By: Hetal
Created Date: July 17, 2025
Version: 1.0

Classification

Module/Feature: Payment Agreement Management
Test Type: API
Test Level: Integration
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: API, Consumer, Billing, Backend, MOD-PaymentAgreement, P1-Critical, Phase-Smoke, Type-API, Platform-Web, Report-Engineering, Integration-Point, Business-Critical

Requirements Traceability

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Call GET /api/v1/payment-agreements/{id}

API returns 200 status

Agreement ID: PA-2023-15847

API call

2

Validate response structure

JSON contains all required fields

Required fields schema

Structure validation

3

Validate data types

All fields have correct data types

Field type specifications

Type validation

4

Validate business rules

Calculated fields are mathematically correct

Amount calculations

Business logic

5

Test API performance

Response time < 500ms

N/A

Performance validation



Security Test Cases

Test Case 17: Payment Agreement Access Control

Test Case Metadata

Test Case ID: CSS01US04_SEC_001
Title: Verify customers can only access their own payment agreements
Created By: Hetal
Created Date: July 17, 2025
Version: 1.0

Classification

Module/Feature: Payment Agreement Management
Test Type: Security
Test Level: System
Priority: P1-Critical
Execution Phase: Security
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Security, Consumer, Billing, Authorization, MOD-PaymentAgreement, P1-Critical, Phase-Security, Type-Security, Platform-Web, Report-Engineering, Business-Critical

Requirements Traceability

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Login as Customer A

Access granted to Customer A dashboard

Customer A credentials

Authentication

2

View Customer A's agreement

Agreement PA-2023-15847 displays

Customer A's agreement

Authorized access

3

Attempt to access Customer B's agreement URL

Access denied or redirected

Customer B's agreement ID

Unauthorized attempt

4

Verify no data leakage

No Customer B data visible

N/A

Data isolation

5

Test API endpoint security

API rejects unauthorized agreement requests

Invalid agreement IDs

API security




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