Utility Plans & Tariffs Management - (ONB02US05)
Utility Plans & Tariffs Management (ONB02US05) - Test Cases
Test Scenario Summary
A. Functional Test Scenarios
Core Functionality:
- Overview Dashboard display and metrics calculation
- Plans Management CRUD operations with 4-step wizard
- Tariffs Management with rate configuration and validation
- Version control and audit trail functionality
- Status management (Active/Inactive/Expired)
Business Rules:
- Plan configuration validation and unique naming
- Tariff overlap prevention and date validation
- Rate configuration rules for different types (Flat/Slab/Seasonal/Time-based)
- Plan-Tariff relationship enforcement
- Service charges and consumer category mapping
User Journeys:
- Utility Administrator: Dashboard monitoring and status management
- Billing Manager: Tariff creation and configuration workflows
- Billing Specialist: Plan explanations and customer support
Integration Points:
- Authentication and authorization system
- Billing calculation engine
- Customer account management system
- Audit logging service
B. Non-Functional Test Scenarios
Performance: Page load times <1 second, dashboard rendering, bulk operations Security: Role-based access control, data validation, audit trail protection Usability: Responsive design, guided workflows, contextual help Reliability: Data integrity, concurrent user handling, error recovery
C. Edge Case & Error Scenarios
Boundary Conditions: Date overlaps, maximum field lengths, rate limits Invalid Inputs: Malformed data, unauthorized access, invalid date ranges System Failures: Network timeouts, service unavailability Data Inconsistencies: Duplicate plans, missing tariff references
Test Cases
TEST CASE 1: Overview Dashboard Display
Test Case Metadata
- Test Case ID: ONB02US05_TC_001
- Title: Verify Overview Dashboard displays correct metrics and recent updates
- Created By: Test Automation
- Created Date: June 03, 2025
- Version: 1.0
Classification
- Module/Feature: Overview Dashboard
- Test Type: Functional/UI
- Test Level: System
- Priority: P1-Critical
- Execution Phase: Smoke
- Automation Status: Manual
Enhanced Tags
Business Context
- Customer_Segment: All
- Revenue_Impact: Medium
- Business_Priority: Must-Have
- Customer_Journey: Daily-Usage
- Compliance_Required: Yes
- SLA_Related: Yes
Quality Metrics
- Risk_Level: Medium
- Complexity_Level: Low
- Expected_Execution_Time: 3 minutes
- Reproducibility_Score: High
- Data_Sensitivity: Medium
- Failure_Impact: High
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome Latest
- Device/OS: Windows 10/11
- Screen_Resolution: Desktop-1920x1080
- Dependencies: Authentication service, Database connection
- Performance_Baseline: <1 second page load
Prerequisites
- Setup_Requirements: Valid user credentials with appropriate permissions
- User_Roles_Permissions: Utility Administrator, Billing Manager, or Billing Specialist
- Test_Data: Existing plans and tariffs in system
- Prior_Test_Cases: User authentication successful
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
|---|---|---|---|---|
1 | Navigate to Plans & Tariffs section | Overview tab is selected by default | Valid user credentials | Verify page loads within 1 second |
2 | Verify Total Plans metric | Shows "12" with "4 active, 8 inactive" breakdown | Sample data from user story | Numbers should match database counts |
3 | Verify Total Tariffs metric | Shows "25" with "18 active, 7 inactive" breakdown | Sample data from user story | Real-time calculation |
4 | Verify Active Subscribers metric | Shows "1,284" with "+7.2% from last month" growth indicator | Sample data from user story | Growth percentage calculation |
5 | Check Recently Updated Plans section | Shows "Residential Basic", "Business Premium", "Summer Special" with timestamps | Recent modification data | Chronological order |
6 | Check Recently Updated Tariffs section | Shows "Standard Electricity Rate", "Peak Hour Rate", "Winter Discount" with timestamps | Recent modification data | Chronological order |
7 | Verify "View all plans" and "View all tariffs" links | Links navigate to respective management sections | Navigation functionality | Links should be functional |
Verification Points
- Primary_Verification: All metrics display correctly with accurate counts and growth indicators
- Secondary_Verifications: Recent updates show chronologically, timestamps are accurate
- Negative_Verification: No broken links or missing data elements
TEST CASE 2: Plan Creation - 4-Step Wizard
Test Case Metadata
- Test Case ID: ONB02US05_TC_002
- Title: Verify complete plan creation using 4-step wizard with validation
- Created By: Test Automation
- Created Date: June 03, 2025
- Version: 1.0
Classification
- Module/Feature: Plans Management
- Test Type: Functional
- Test Level: Integration
- Priority: P1-Critical
- Execution Phase: Regression
- Automation Status: Planned-for-Automation
Enhanced Tags
Business Context
- Customer_Segment: All
- Revenue_Impact: High
- Business_Priority: Must-Have
- Customer_Journey: Onboarding
- Compliance_Required: Yes
- SLA_Related: Yes
Test Environment
- Environment: Staging
- Browser/Version: Chrome Latest
- Device/OS: Windows 10/11
- Dependencies: Tariff management service, Customer category service
Prerequisites
- User_Roles_Permissions: Billing Manager with plan creation permissions
- Test_Data:
- Plan Name: "Test Premium Business Plan"
- Short Name: "TPBP"
- Description: "A comprehensive business utility plan"
- Billing Frequency: Monthly
- Tax Type: Percentage, Tax Rate: 5%
- Start Date: Current date + 1 day
- Consumer Categories: Commercial, Small Business
- Utility Services: Electricity, Water
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
|---|---|---|---|---|
1 | Click "Add New Plan" button | Plan creation wizard opens with Step 1: Basic Details | Navigation action | Modal or new page opens |
2 | Enter Plan Name | Field accepts input, no validation errors | "Test Premium Business Plan" | Unique name validation |
3 | Enter Short Name | Field accepts input, limited to 15 characters | "TPBP" | Character limit enforcement |
4 | Enter Description | Field accepts multi-line input | "A comprehensive business utility plan" | Text area functionality |
5 | Select Billing Frequency | Dropdown shows Monthly, Bi-monthly, Quarterly, Annually options | "Monthly" | Required field validation |
6 | Select Tax Type and enter Tax Rate | Tax Type dropdown, Tax Rate numeric field | "Percentage", "5%" | Numeric validation |
7 | Set validity dates | Start Date (required), End Date (optional) | Today+1, Empty | Date validation |
8 | Click Next to Step 2 | Advances to Consumer Categories step | Step progression | Cannot proceed if required fields empty |
9 | Select Consumer Categories | Checkboxes for Residential, Commercial, Industrial | Commercial, Small Business | At least one required |
10 | Select Sub Categories | Dynamic filtering based on main categories | Sub-categories for Commercial | Dynamic population |
11 | Click Next to Step 3 | Advances to Utility Services step | Step progression | Consumer category validation |
12 | Select Utility Services | Checkboxes for Electricity, Water, Gas | Electricity, Water | At least one required |
13 | Configure Rate Type and Rate Name | Dropdowns filtered by selected utility | Rate configuration | Integration with tariff system |
14 | Click "Add Rate" button | Redirects to rate creation form | Rate creation | Modal or new page |
15 | Save rate or cancel | Returns to plan form with rate populated | Rate data | Auto-redirect functionality |
16 | Click Next to Step 4 | Advances to Service Charges step | Step progression | Utility service validation |
17 | Add Service Charges | Option to add Common Charges and Service-Specific Charges | Predefined charge types | Charge configuration |
18 | Save Plan | Plan created successfully with "Draft" status | Complete plan data | Validation of all steps |
Verification Points
- Primary_Verification: Plan created successfully with all configured data
- Secondary_Verifications: All wizard steps validate required fields, navigation works correctly
- Negative_Verification: Cannot proceed without required fields, validation messages display
TEST CASE 3: Tariff Overlap Validation
Test Case Metadata
- Test Case ID: ONB02US05_TC_003
- Title: Verify system prevents creation of overlapping tariffs for same utility type
- Created By: Test Automation
- Created Date: June 03, 2025
- Version: 1.0
Classification
- Module/Feature: Tariffs Management
- Test Type: Functional
- Test Level: System
- Priority: P1-Critical
- Execution Phase: Regression
- Automation Status: Manual
Business Context
- Customer_Segment: All
- Revenue_Impact: High
- Business_Priority: Must-Have
- Compliance_Required: Yes
Prerequisites
- Test_Data:
- Existing Tariff: "Electricity Standard" (Jan 1, 2025 - Mar 31, 2025)
- New Tariff: "Electricity Premium" (Feb 1, 2025 - Jul 31, 2025)
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
|---|---|---|---|---|
1 | Navigate to Tariff Management | Tariff listing page displays | Navigation | Access tariff section |
2 | Click "Add Tariff" button | Tariff creation form opens | Form access | Modal or new page |
3 | Enter tariff name | Field accepts unique name | "Electricity Premium" | Name validation |
4 | Select Utility Type | Dropdown selection | "Electricity" | Same as existing tariff |
5 | Select Rate Type | Dropdown selection | "Flat" | Same as existing tariff |
6 | Set validity period (overlapping) | Date fields with overlapping period | Start: Feb 1, 2025, End: Jul 31, 2025 | Overlaps with existing |
7 | Attempt to save tariff | System displays overlap validation error | Save action | Error message with conflicting tariff name |
8 | Modify dates to non-overlapping | Adjust start date to after existing tariff | Start: Apr 1, 2025, End: Jul 31, 2025 | Non-overlapping period |
9 | Save tariff | Tariff created successfully | Modified dates | Validation passes |
Verification Points
- Primary_Verification: System prevents overlapping tariffs and shows specific error message
- Secondary_Verifications: Error message identifies conflicting tariff, non-overlapping dates work
- Negative_Verification: Cannot save overlapping tariffs
TEST CASE 4: Slab Rate Configuration
Test Case Metadata
- Test Case ID: ONB02US05_TC_004
- Title: Verify slab rate tariff configuration with multiple consumption tiers
- Created By: Test Automation
- Created Date: June 03, 2025
- Version: 1.0
Classification
- Module/Feature: Rate Configuration
- Test Type: Functional
- Test Level: System
- Priority: P2-High
- Execution Phase: Regression
- Automation Status: Planned-for-Automation
Prerequisites
- Test_Data: Commercial Water Basic slab configuration from user story
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
|---|---|---|---|---|
1 | Create new tariff with Slab rate type | Slab configuration interface displays | Tariff: "Commercial Water Basic" | Rate type selection |
2 | Configure first slab (0-100 units) | Slab row added with From=0, To=100 | Unit Rate: $0.08 | First slab starts from 0 |
3 | Add second slab (101-500 units) | New slab row, validates no overlap | Unit Rate: $0.10 | Sequential ranges |
4 | Add third slab (501-1000 units) | New slab row continues sequence | Unit Rate: $0.12 | Range continuation |
5 | Add final slab (1001+ units) | Slab with no upper limit | Unit Rate: $0.15, To: "No limit" | Open-ended range |
6 | Verify sample calculations | System displays billing examples | 100 units = $8.00, 600 units = $78.00 | Automatic calculation |
7 | Save slab configuration | Tariff saved with complete slab structure | All slab data | Validation successful |
Verification Points
- Primary_Verification: Slab rates configured correctly with proper range validation
- Secondary_Verifications: Sample calculations accurate, no gaps in consumption ranges
- Negative_Verification: Cannot create overlapping or gap ranges
TEST CASE 5: Version History and Audit Trail
Test Case Metadata
- Test Case ID: ONB02US05_TC_005
- Title: Verify complete version history tracking for tariff modifications
- Created By: Test Automation
- Created Date: June 03, 2025
- Version: 1.0
Classification
- Module/Feature: Version Control
- Test Type: Functional
- Test Level: System
- Priority: P2-High
- Execution Phase: Regression
- Automation Status: Manual
Prerequisites
- Test_Data: Existing tariff "Standard Residential Electricity" with version history
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
|---|---|---|---|---|
1 | Navigate to existing tariff | Tariff details page displays | "Standard Residential Electricity" | Access existing tariff |
2 | Click "Version History" | Version history modal/page opens | Historical data | Shows all versions |
3 | Verify version list | All versions displayed chronologically | v1.0, v2.0, v3.0 | Reverse chronological order |
4 | Check version details | Each version shows user, date, changes | Version metadata | Complete audit information |
5 | Modify tariff unit rate | Edit current version | Change from $0.12 to $0.15 | Rate modification |
6 | Save with change summary | New version created automatically | Version incremented to v4.0 | Auto-versioning |
7 | Verify new version in history | Latest version appears in history | v4.0 with current user and timestamp | Audit trail updated |
8 | Compare versions | Version comparison shows differences | Highlight rate change | Visual diff display |
Verification Points
- Primary_Verification: All changes tracked with complete audit information
- Secondary_Verifications: Version comparison works, change summaries accurate
- Negative_Verification: Cannot modify archived versions directly
TEST CASE 6: Dashboard Performance and Real-time Updates
Test Case Metadata
- Test Case ID: ONB02US05_TC_006
- Title: Verify dashboard performance meets <1 second requirement and real-time updates
- Created By: Test Automation
- Created Date: June 03, 2025
- Version: 1.0
Classification
- Module/Feature: Overview Dashboard
- Test Type: Performance
- Test Level: System
- Priority: P2-High
- Execution Phase: Performance
- Automation Status: Automated
Test Environment
- Performance_Baseline: <1 second page load
- Dependencies: Database with realistic data volume
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
|---|---|---|---|---|
1 | Measure dashboard initial load time | Page loads within 1 second | Performance timer | Cold load test |
2 | Navigate away and return | Subsequent loads <500ms | Navigation timing | Cached load test |
3 | Create new plan in another session | Dashboard reflects updated count | Real plan creation | Real-time update test |
4 | Refresh dashboard | New metrics display immediately | Updated data | Data consistency |
5 | Activate/deactivate tariff | Status counts update in real-time | Status change | Live updates |
6 | Verify growth calculations | Percentage calculations accurate | Historical data comparison | Math validation |
Verification Points
- Primary_Verification: All dashboard loads complete within 1 second
- Secondary_Verifications: Real-time updates work, calculations accurate
- Negative_Verification: No performance degradation with data updates
TEST CASE 7: Cross-Browser Compatibility
Test Case Metadata
- Test Case ID: ONB02US05_TC_007
- Title: Verify Plans & Tariffs functionality across Chrome browser
- Created By: Test Automation
- Created Date: June 03, 2025
- Version: 1.0
Classification
- Module/Feature: Cross-Platform
- Test Type: Compatibility
- Test Level: System
- Priority: P3-Medium
- Execution Phase: Regression
- Automation Status: Automated
Test Environment
- Browser/Version: Chrome Latest
- Screen_Resolution: Desktop-1920x1080, Tablet-1024x768, Mobile-375x667
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
|---|---|---|---|---|
1 | Access dashboard on desktop Chrome | Full functionality, proper layout | Desktop resolution | UI responsiveness |
2 | Test plan creation workflow | All steps work smoothly | Complete plan data | Form functionality |
3 | Verify tariff management | CRUD operations function correctly | Tariff data | Data operations |
4 | Test on tablet resolution | Responsive design adapts properly | Tablet viewport | Layout adaptation |
5 | Test on mobile resolution | Mobile-friendly interface | Mobile viewport | Touch interactions |
6 | Verify date pickers | Date selection works on all devices | Date inputs | Input controls |
7 | Test dropdown functionality | All dropdowns responsive | Form controls | Control interactions |
Verification Points
- Primary_Verification: All functionality works across different screen sizes
- Secondary_Verifications: UI elements properly sized, touch interactions work
- Negative_Verification: No layout breaks or functionality loss
TEST CASE 8: API Integration Tests
Test Case Metadata
- Test Case ID: ONB02US05_TC_008
- Title: Verify critical API endpoints for plans and tariffs management
- Created By: Test Automation
- Created Date: June 03, 2025
- Version: 1.0
Classification
- Module/Feature: API Integration
- Test Type: API
- Test Level: Integration
- Priority: P1-Critical
- Execution Phase: Regression
- Automation Status: Automated
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
|---|---|---|---|---|
1 | Test GET /api/plans endpoint | Returns all plans with correct schema | API request | Data retrieval |
2 | Test POST /api/plans endpoint | Creates new plan successfully | Valid plan JSON | Plan creation |
3 | Test PUT /api/plans/{id} endpoint | Updates existing plan | Modified plan data | Plan updates |
4 | Test GET /api/tariffs endpoint | Returns tariffs with filtering | Filter parameters | Tariff retrieval |
5 | Test POST /api/tariffs endpoint | Creates tariff with validation | Valid tariff JSON | Tariff creation |
6 | Test overlap validation API | Returns error for overlapping dates | Overlapping tariff data | Business rule validation |
7 | Test version history API | Returns complete audit trail | Version requests | Audit functionality |
8 | Test dashboard metrics API | Returns real-time statistics | Metrics request | Dashboard data |
Verification Points
- Primary_Verification: All critical APIs respond within 500ms with correct data
- Secondary_Verifications: Error handling works, validation rules enforced
- Negative_Verification: Invalid requests properly rejected
TEST CASE 9: Security and Access Control
Test Case Metadata
- Test Case ID: ONB02US05_TC_009
- Title: Verify role-based access control and data protection
- Created By: Test Automation
- Created Date: June 03, 2025
- Version: 1.0
Classification
- Module/Feature: Security
- Test Type: Security
- Test Level: System
- Priority: P1-Critical
- Execution Phase: Security
- Automation Status: Manual
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
|---|---|---|---|---|
1 | Login as Billing Specialist | Limited access to read-only functions | Specialist credentials | Role restriction |
2 | Attempt to create new plan | Access denied or option not available | Creation attempt | Permission validation |
3 | Login as Billing Manager | Full plan and tariff management access | Manager credentials | Extended permissions |
4 | Verify audit trail protection | Cannot modify historical records | Audit data | Data integrity |
5 | Test session timeout | Session expires after inactivity | Timeout period | Security measure |
6 | Verify data encryption | Sensitive data transmitted securely | Network monitoring | Data protection |
7 | Test SQL injection prevention | Malicious input rejected | Injection attempts | Input validation |
Verification Points
- Primary_Verification: Role-based access strictly enforced
- Secondary_Verifications: Audit trail immutable, data encrypted
- Negative_Verification: Unauthorized access prevented
TEST CASE 10: Data Export and Import
Test Case Metadata
- Test Case ID: ONB02US05_TC_010
- Title: Verify CSV export/import functionality for plans and tariffs
- Created By: Test Automation
- Created Date: June 03, 2025
- Version: 1.0
Classification
- Module/Feature: Data Operations
- Test Type: Functional
- Test Level: Integration
- Priority: P3-Medium
- Execution Phase: Regression
- Automation Status: Planned-for-Automation
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
|---|---|---|---|---|
1 | Export plans to CSV | File generated with correct format | Plan export | Data format validation |
2 | Verify exported data | All plan fields included correctly | CSV content | Data completeness |
3 | Export tariffs to CSV | File generated with tariff data | Tariff export | Format consistency |
4 | Modify exported CSV | Make valid changes to data | Edited CSV | Data preparation |
5 | Import modified CSV | Data imported successfully | Import file | Bulk operations |
6 | Verify imported changes | Changes reflected in system | Updated records | Data synchronization |
7 | Test import validation | Invalid data rejected with errors | Invalid CSV | Error handling |
Verification Points
- Primary_Verification: Export/import maintains data integrity
- Secondary_Verifications: File format correct, validation works
- Negative_Verification: Invalid imports properly rejected
Test Suite Organization
Smoke Test Suite
Criteria: P1 priority, basic functionality validation Test Cases: TC_001, TC_002, TC_008 Execution: Every build deployment Duration: ~15 minutes
Regression Test Suite
Criteria: P1-P2 priority, comprehensive feature testing Test Cases: TC_001 through TC_008 Execution: Before each release Duration: ~2 hours
Full Test Suite
Criteria: All test cases including edge cases Test Cases: TC_001 through TC_010 Execution: Weekly or major release cycles Duration: ~4 hours
Performance Test Suite
Criteria: Performance-critical operations Test Cases: TC_006, TC_008 Execution: Performance validation cycles Duration: ~30 minutes
Security Test Suite
Criteria: Security and access control validation Test Cases: TC_009 Execution: Security audit cycles Duration: ~45 minutes
API Test Collection (Critical Level >=7)
High Priority API Tests
- Plans CRUD APIs - Create, Read, Update, Delete operations
- Tariffs Management APIs - Full lifecycle management
- Validation APIs - Business rule enforcement
- Dashboard Metrics APIs - Real-time data aggregation
- Version History APIs - Audit trail functionality
- Authentication APIs - Security and access control
- Export/Import APIs - Bulk data operations
Performance Benchmarks
- Dashboard Load: <1 second
- API Response: <500ms for critical operations
- Plan Creation: <3 seconds end-to-end
- Tariff Configuration: <5 seconds for complex slabs
- Export Operations: <10 seconds for 1000 records
Integration Test Dependencies
External System Dependencies
- Authentication Service - User login and permissions
- Customer Management System - Consumer category validation
- Billing Engine - Rate calculation integration
- Audit Service - Change tracking and compliance
- Notification System - Status change alerts
Test Execution Dependencies
- Prerequisites: User authentication must pass
- Sequential: Version history tests require tariff modifications
- Parallel: Dashboard and API tests can run simultaneously
- Cleanup: Test data cleanup after each suite execution
Validation Checklist
✅ All acceptance criteria covered (20 criteria addressed)
✅ All business rules tested with validation logic
✅ Cross-browser compatibility verified (Chrome focus)
✅ Positive and negative scenarios included
✅ Integration points tested with external systems
✅ Security considerations addressed for B2B SaaS
✅ Performance benchmarks defined (<1 second requirement)
✅ Realistic test data provided from user story samples
✅ Clear dependency mapping established
✅ Edge cases covered (overlap validation, boundary conditions)
✅ API tests for critical operations included
✅ Version control and audit trail functionality validated