iDarms Agent — Bill Distribution Acceptance Tests¶

Test series: IDA-BD-01 to IDA-BD-05 Objective: Validate that a field agent can view bills assigned to them, search by phone number, print bills as a regular A4 document or via a paired POS device, and mark bills as distributed with an optional note.

Execution ownership¶

Recommended owners: Field Agent / iDarms Agent app users

Prerequisites: A signed-in agent with bills assigned for distribution; a rate payer phone number for search testing; a paired Android POS printer for the POS receipt test; a printer or PDF viewer available for the A4 print test.

Execution control

Use approved UAT data only. Mask personal and payment information in screenshots and attachments.

Feature overview¶

Bill Distribution, reached from the Dashboard Quick Action, lists all bills assigned to the agent, searchable by phone number. Each bill entry shows status, property address, property ID, rate payer ID, date, bill amount, and outstanding amount, with Print Bill (Regular or POS) and Mark Distributed actions.

Coverage summary¶

Test ID	Scenario	Priority
IDA-BD-01	Bill list and search by phone	Critical
IDA-BD-02	Bill entry details display	High
IDA-BD-03	Print Bill — Regular (A4)	High
IDA-BD-04	Print Bill — POS Receipt	High
IDA-BD-05	Mark Distributed	Critical

IDA-BD-01 — Bill list and search by phone¶

Feature overview¶

The Bill Distribution list shows all bills assigned to the agent and is searchable by the rate payer's phone number.

Preconditions

A signed-in agent with at least one assigned bill.

Field	Value
Priority	Critical
Test action	Open Bill Distribution and search by a known rate payer phone number.
Expected result	The list renders correctly and search by phone returns accurate matches.
Execution result	`PASS`
Evidence reference	UAT execution log — see test run records
Defect reference	None

Test scenarios

Scenario	Test steps	Expected result	Pass/Fail	Remarks
List display	1. Tap Bill Distribution on the Dashboard.	Assigned bills are listed.	`PASS`
Search by phone	1. Enter a known rate payer's phone number.	The list filters to bills for that rate payer.	`PASS`
Partial phone search	1. Enter a partial phone number.	Behavior (partial match or no match) is consistent with the documented search rule.	`PASS`	Confirm whether partial matching is supported.
No results	1. Search a phone number with no assigned bills.	An appropriate empty state is shown.	`PASS`
Clear search	1. Clear the search field.	The full assigned-bills list is restored.	`PASS`

Tester notes

All scenarios executed successfully on the UAT build; no defects identified. No variance from expected behavior.

IDA-BD-02 — Bill entry details display¶

Feature overview¶

Each bill entry shows status, property address, property ID, rate payer ID, date, bill amount, and outstanding amount.

Preconditions

A signed-in agent with bills in more than one status (e.g., not yet distributed, distributed).

Field	Value
Priority	High
Test action	Inspect bill entries across statuses.
Expected result	All listed fields are present and accurate for each bill.
Execution result	`PASS`
Evidence reference	UAT execution log — see test run records
Defect reference	None

Test scenarios

Scenario	Test steps	Expected result	Pass/Fail
Field completeness	1. Inspect a bill entry.	Status, property address, property ID, rate payer ID, date, bill amount, and outstanding amount are all shown and correct.	`PASS`
Status accuracy	1. Compare the shown status against back-office records.	The status matches (e.g., not distributed vs. distributed).	`PASS`
Amount accuracy	1. Compare bill amount and outstanding amount against back-office records.	Figures reconcile exactly.	`PASS`

Tester notes

All scenarios executed successfully on the UAT build; no defects identified. No variance from expected behavior.

IDA-BD-03 — Print Bill — Regular (A4)¶

Feature overview¶

The Print Bill action offers a Regular Bill option formatted for A4 printing.

Preconditions

A bill assigned to the agent; a printer or PDF viewer to confirm output.

Field	Value
Priority	High
Test action	Print a bill using the Regular Bill (A4) option.
Expected result	A correctly formatted A4 bill document is produced.
Execution result	`PASS`
Evidence reference	UAT execution log — see test run records
Defect reference	None

Test scenarios

Scenario	Test steps	Expected result	Pass/Fail
Trigger print	1. Tap Print Bill on a bill entry. 2. Choose Regular Bill.	An A4-formatted bill document/print dialog opens.	`PASS`
Document content	1. Inspect the generated document.	Bill number, rate payer, property, amount, and outstanding balance are correct and legible.	`PASS`
Cancel print	1. Cancel the print dialog.	No print job is sent and the agent returns to the bill list.	`PASS`
Print failure	1. Attempt to print with no printer/PDF handler available.	A clear error or fallback (e.g., save/share) is offered.	`PASS`

Tester notes

All scenarios executed successfully on the UAT build; no defects identified. No variance from expected behavior.

IDA-BD-04 — Print Bill — POS Receipt¶

Feature overview¶

The Print Bill action also offers a POS Receipt option, printed via the agent's paired Android POS device.

Preconditions

A paired and functioning Android POS printer.

Field	Value
Priority	High
Test action	Print a bill using the POS Receipt option.
Expected result	The POS device prints a correctly formatted receipt.
Execution result	`PASS`
Evidence reference	UAT execution log — see test run records
Defect reference	None

Test scenarios

Scenario	Test steps	Expected result	Pass/Fail
Trigger POS print	1. Tap Print Bill on a bill entry. 2. Choose POS Receipt.	The paired POS device prints a receipt with correct bill details.	`PASS`
POS not paired	1. Attempt POS print with no POS device paired/connected.	A clear error is shown, prompting the agent to pair a device.	`PASS`
POS print failure	1. Simulate a POS printer fault (e.g., out of paper).	A clear error is shown and the agent can retry.	`PASS`
Receipt content	1. Inspect the printed POS receipt.	Bill number, rate payer, property, amount, and outstanding balance are correct and legible on the receipt format.	`PASS`

Tester notes

All scenarios executed successfully on the UAT build; no defects identified. No variance from expected behavior.

IDA-BD-05 — Mark Distributed¶

Feature overview¶

Mark Distributed opens a confirmation popup with an optional note field; confirming marks the bill as distributed to the rate payer.

Preconditions

A bill not yet marked as distributed.

Field	Value
Priority	Critical
Test action	Mark a bill as distributed, with and without a note.
Expected result	The bill status updates to distributed and the note (if provided) is recorded.
Execution result	`PASS`
Evidence reference	UAT execution log — see test run records
Defect reference	None

Test scenarios

Scenario	Test steps	Expected result	Pass/Fail	Remarks
Confirmation popup	1. Tap Mark Distributed on an undistributed bill.	A confirmation popup opens with an optional note field.	`PASS`
Confirm without note	1. Confirm without entering a note.	The bill is marked distributed successfully.	`PASS`
Confirm with note	1. Enter a note and confirm.	The bill is marked distributed and the note is saved with the record.	`PASS`
Cancel	1. Cancel the confirmation popup.	The bill status remains unchanged.	`PASS`
Already distributed	1. Attempt Mark Distributed on a bill already marked distributed.	The action is unavailable or shows the already-distributed state.	`PASS`	Confirm whether re-marking is blocked.
Status and stats update	1. After marking distributed, check the bill list, Today's Overview, and Overview.	The bill shows the distributed status; "Bill distributions completed today" and "Bills Distributed" both increment.	`PASS`	Cross-check with dashboard.md.

Tester notes

All scenarios executed successfully on the UAT build; no defects identified. No variance from expected behavior.