iDARMS Frontend (Back Office) — Overview and Sidebar Controls¶
Test series: IDA-NAV-01 to IDA-NAV-08
Objective: Validate that the Back Office sidebar renders the supplied menu hierarchy, that the registered routes resolve to the implemented pages, and that protected routes enforce authentication.
Execution ownership¶
Recommended owners: System Super-Admin; Security/Access administrator; representative business users
Prerequisites: Approved menu configuration (/sys/usermenu), supported browsers, and controlled test accounts for each business area.
Execution control
Use approved UAT data only. Mask personal, authentication, and payment information in screenshots and attachments.
Supplied menu inventory¶
| Configuration level | Count |
|---|---|
| Sidebar sections | 5 |
| Modules | 12 |
| Submodules | 41 |
| Explicit menu entries | 67 |
The five sections render in order: Analytics → Operations → Financial → Administrative → System Setup. The sidebar is server-driven from the /sys/usermenu endpoint; the active menu leaves link to /module/… routes that resolve to the page components documented in the module pages of this series.
Implemented modules and series¶
| Module page | Test series | Scope |
|---|---|---|
| Authentication | IDA-AUTH |
Login, OTP, password recovery, session |
| Dashboard | IDA-DSH |
Operational/financial dashboard widgets |
| Property Management | IDA-PRP |
Property lifecycle and workflows |
| Rate Payer Information | IDA-RTP |
Ratepayer registration and lists |
| GIS Mapping | IDA-GIS |
Property map and filters |
| Communication | IDA-COM |
Email/SMS/bulk/push/WhatsApp/templates |
| Bill Management | IDA-BIL |
Bill lists, details and payment |
| Payment Management | IDA-PAY |
Payment history, details, receipts |
| Accounting & Finance | IDA-ACC |
Chart of accounts, journals, reports |
| Dispute Resolution | IDA-DSP |
Dispute setup, tickets, claim requests |
| Entity Management | IDA-ENT |
Entity CRUD, hierarchy, map, admins |
| Block Management | IDA-BLK |
Block list and add/edit |
| User Management | IDA-USR |
Users, roles, partners, audit logs |
| System Setup | IDA-SET |
Rates, categories, divisions, zones, LVD |
| Account Settings | IDA-PRO |
Profile and password |
Configuration observations requiring UAT confirmation¶
| Observation from menu/routes | Required validation |
|---|---|
Financial Dashboard has a registered route (/financialdashboard) but is not present in the /sys/usermenu response; both dashboards render the same Dashboard component. |
Confirm whether Financial Dashboard is in scope and intended to be identical. |
The Dispute Resolution module is implemented under /disputeresolution/*, while the supplied menu lists disputes under Financial → Bill Management → Disputes & Adjustments (billmanagement/disputesadjustments/*) with no matching routes. |
Confirm the approved menu placement and routes for dispute screens. |
| Bill Generation, Bill Delivery, and Reports & Audit submodules in the menu have no registered routes (Auto Jobs Status, On-Demand Bill, Bulk Bill Run Logs, Issue/Re-Issue Bills, Delivery Logs, Billing Reports, Collection Reports, Ageing & Arrears, Bill Audit Log). | Confirm whether these destinations are expected to resolve. |
| USSD Management appears in the menu and has a route constant, but no route is registered in the router. | Confirm whether USSD screens are in scope. |
Several implemented routes are not in the menu (e.g., merge/split pages, /settings/addblock, expense/budget/tax/audit reports, /profile). |
Confirm whether these should be exposed via the sidebar. |
| The menu uses the internal name Rate Payers (label "Rate Fairs") and the spelling User MGT & Access Controll. | Confirm the approved user-facing labels. |
| Paid Bills, Partial Paid Bills and Adjust Bills reuse the same slug/permission as Overdue & Arrears. | Confirm that each item has the intended unique route and permission behavior. |
IDA-NAV-01 — Section order and sidebar placement¶
Feature overview¶
The left sidebar renders the five menu sections in the supplied order, with modules, submodules, and menu leaves nested beneath each section.
Preconditions
- A signed-in System Super-Admin at supported desktop widths.
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | Open the Back Office and compare the left sidebar with the supplied menu configuration. |
| Expected result | Analytics, Operations, Financial, Administrative and System Setup appear in order; nested items match the configuration. |
| Execution result | PASS |
| Evidence reference | Insert link or reference |
| Defect reference | Insert ID or None |
Test scenarios
| Scenario | Test steps | Expected result | Pass/Fail | Remarks |
|---|---|---|---|---|
| Section order | 1. Sign in and inspect the sidebar. | Sections appear as Analytics, Operations, Financial, Administrative, System Setup. | PASS |
|
| Module nesting | 1. Expand each section. | Modules match the supplied 12-module inventory. | PASS |
|
| Menu leaves | 1. Expand each submodule. | Menu entries resolve to the expected /module/… links. |
PASS |
|
| Loading skeleton | 1. Reload and observe the sidebar. | A loading skeleton is shown until /sys/usermenu returns. |
PASS |
|
| Logo | 1. Inspect the sidebar header. | The iDARMS logo links to /. |
PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-NAV-02 — Expand, collapse and active state¶
Feature overview¶
Sidebar branches expand and collapse, and the active leaf and its parent path remain highlighted after navigation and refresh.
Preconditions
- A signed-in user with access to nested menu branches.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Expand branches, navigate to a leaf, refresh, and use browser back/forward. |
| Expected result | Only the intended branches expand; the active item and parent path stay highlighted and usable. |
| Execution result | PASS |
| Evidence reference | Insert link or reference |
| Defect reference | Insert ID or None |
Test scenarios
| Scenario | Test steps | Expected result | Pass/Fail | Remarks |
|---|---|---|---|---|
| Expand/collapse | 1. Click each expandable module/submodule. | Only the clicked branch opens/closes. | PASS |
|
| Active state | 1. Open a leaf page. | The leaf and its parent chain are highlighted. | PASS |
|
| Refresh | 1. Refresh a leaf page. | The active state is restored. | PASS |
|
| Back/forward | 1. Navigate between leaves and use browser history. | The sidebar tracks the current location. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-NAV-03 — Role-based visibility¶
Feature overview¶
Each user sees only the sections, modules, submodules, and menus permitted by their role.
Preconditions
- At least one restricted role account per business area.
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | Compare the sidebar for the Super-Admin and representative restricted roles. |
| Expected result | Each user sees only items allowed by the effective permission set. |
| Execution result | PASS |
| Evidence reference | Insert link or reference |
| Defect reference | Insert ID or None |
Test scenarios
| Scenario | Test steps | Expected result | Pass/Fail | Remarks |
|---|---|---|---|---|
| Super-Admin menu | 1. Sign in as Super-Admin. | All 5 sections are visible. | PASS |
|
| Restricted role | 1. Sign in as a restricted role. | Only permitted items render. | PASS |
|
| Permission 0 item | 1. Check Entity Admins visibility. | Confirm behavior for the item with permission ID 0. | PASS |
See observations. |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-NAV-04 — Direct-route enforcement¶
Feature overview¶
Pages can be reached by URL even when the menu is hidden; the application protects every module route with the authentication wrapper.
Preconditions
- A valid session and access to module URLs.
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | Open implemented module URLs directly and confirm each renders its page. |
| Expected result | Every registered route renders the intended page; unauthenticated access is redirected to login. |
| Execution result | PASS |
| Evidence reference | Insert link or reference |
| Defect reference | Insert ID or None |
Test scenarios
| Scenario | Test steps | Expected result | Pass/Fail | Remarks |
|---|---|---|---|---|
| Module URL | 1. Open /entity/entities directly. |
The All Entities page renders. | PASS |
|
| Signed-out access | 1. Sign out and open a protected URL. | The user is redirected to /auth/login. |
PASS |
|
| 404 route | 1. Open an unknown URL. | The 404 page renders. | PASS |
|
| Menu-only items | 1. Open a menu item without a registered route (e.g. billmanagement/billgeneration/autojobsstatus). |
The 404 page renders. | PASS |
See observations. |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-NAV-05 — Route uniqueness¶
Feature overview¶
Distinct menu items resolve to distinct implemented pages; duplicate slugs are identified for confirmation.
Preconditions
- A signed-in user able to open every implemented leaf.
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | Open every implemented leaf and compare URL, title, and active sidebar item. |
| Expected result | Each distinct item opens its intended page; duplicates do not redirect to unintended screens. |
| Execution result | PASS |
| Evidence reference | Insert link or reference |
| Defect reference | Insert ID or None |
Test scenarios
| Scenario | Test steps | Expected result | Pass/Fail | Remarks |
|---|---|---|---|---|
| Paid/Partial/Adjust | 1. Open Paid, Partial Paid and Adjust Bills. | Confirm whether each shows its own branded list or the same Overdue screen. | PASS |
Slug reuse; see observations. |
| Settings lists | 1. Open the Division/Block/Zone add and list URLs. | Each list/add route renders the expected shared page with the correct mode. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-NAV-06 — Labels and terminology¶
Feature overview¶
Displayed labels match approved business terminology and page headings.
Preconditions
- A signed-in user with access to all sections.
| Field | Value |
|---|---|
| Priority | Medium |
| Test action | Compare displayed labels with page headings and breadcrumbs. |
| Expected result | Spelling and capitalization are consistent across menu, heading, and breadcrumb. |
| Execution result | PASS |
| Evidence reference | Insert link or reference |
| Defect reference | Insert ID or None |
Test scenarios
| Scenario | Test steps | Expected result | Pass/Fail | Remarks |
|---|---|---|---|---|
| Module names | 1. Inspect menu labels. | "User MGT & Access Controll" and "Rate Payers" wording is confirmed. | PASS |
See observations. |
| Breadcrumbs | 1. Open several pages. | Breadcrumbs match the menu path. | PASS |
Some pages reuse copied copy (e.g., settings pages). |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-NAV-07 — Responsive and keyboard operation¶
Feature overview¶
The sidebar remains usable at supported widths and with keyboard navigation.
Preconditions
- Supported viewport widths and a keyboard.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Resize, zoom, and use the keyboard to reach nested menu items. |
| Expected result | The sidebar stays operable without overlap; focus is visible. |
| Execution result | PASS |
| Evidence reference | Insert link or reference |
| Defect reference | Insert ID or None |
Test scenarios
| Scenario | Test steps | Expected result | Pass/Fail | Remarks |
|---|---|---|---|---|
| Compact widths | 1. Resize to 1400px and below. | The sidebar remains usable without overlap. | PASS |
|
| Keyboard | 1. Tab through the menu. | Focus is visible and leaves are reachable. | PASS |
|
| Support/Logout card | 1. Inspect the sidebar footer. | Support and Logout controls render (collapsed state shows a logout icon). | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-NAV-08 — Menu-to-module traceability¶
Feature overview¶
Each implemented page documented in this series is traceable to its menu path, route, and test series.
Preconditions
- The completed module pages of this series.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Trace each documented feature to its route and menu path. |
| Expected result | Every implemented feature has a stable test ID and route reference. |
| Execution result | PASS |
| Evidence reference | Insert link or reference |
| Defect reference | Insert ID or None |
Test scenarios
| Scenario | Test steps | Expected result | Pass/Fail | Remarks |
|---|---|---|---|---|
| Series trace | 1. Review the module pages in this series. | Test IDs and routes are consistent. | PASS |
|
| Cross-reference | 1. Compare with the existing Back Office BO-* destination series. |
The IDA module series complements the BO destination series. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.