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iDARMS Frontend (Back Office) — Dashboard Module Acceptance Tests

Test series: IDA-DSH-01 to IDA-DSH-08
Objective: Validate that the operational dashboard loads accurate statistics, charts, and summaries, respects the date filter, and renders loading states correctly.

Execution ownership

Recommended owners: System Super-Admin; Finance and Operations business users

Prerequisites: A signed-in administrator, seeded property/ratepayer/bill data, and a controlled UAT environment.

Execution control

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

Feature overview

The Dashboard is the landing page after sign-in (/, /dashboard, /operationaldashboard, and /financialdashboard all render the same dashboard component):

  • KPI stat cards for property and ratepayer counts.
  • Bill cards (issued, paid, outstanding), a payment collection trend, and a payment snapshot.
  • Charts and summaries — payment by bank, top contributing assembly, operational performance, bill summary by region, MMDA collection, property statistics by zone, system user statistics, and support resolution summary.
  • A month calendar used as a date filter, plus a Geographical Tax Map.
  • Loading skeletons for every section while data is fetched.

Coverage summary

Test ID Feature Scenario Priority
IDA-DSH-01 Dashboard Access and navigation Critical
IDA-DSH-02 KPI Cards Property and ratepayer statistics Critical
IDA-DSH-03 Bill Cards Issued, paid and outstanding Critical
IDA-DSH-04 Charts Payment trend and snapshot High
IDA-DSH-05 Analytics Performance, summary and MMDA charts High
IDA-DSH-06 Calendar Date filter and navigation Medium
IDA-DSH-07 Map Geographical tax map Medium
IDA-DSH-08 Data Loading states and refresh Medium

Implementation observations requiring UAT confirmation

Observation from implementation Required validation
Financial Dashboard (/financialdashboard) renders the same dashboard as the Operational Dashboard; a separate financial view is commented out. Confirm whether the financial dashboard is intended to be identical.
The dashboard loads sys/dashboard and sys/dashboardop; a selected calendar day adds a ?date= query parameter to both requests. Confirm the approved date-filter scope.
Several widgets are commented out (Recent Activities, Alerts, Recent Cases, AI Assistant, Financial Performance). Confirm which widgets are in scope for the release.
Several chart and summary sections render only when the corresponding data field is present; otherwise the section is omitted. Confirm the approved empty-section behaviour.
The geographical map renders a summary layer (summaryByEntity) from the operational response. Confirm the approved map data source.

IDA-DSH-01 — Dashboard access and navigation

Feature overview

The Dashboard at /dashboard (also /, /operationaldashboard, /financialdashboard) is the landing page after sign-in and is protected by authentication.

Preconditions

  • A signed-in administrator.
Field Value
Priority Critical
Test action Open the dashboard after sign-in and by direct URL.
Expected result The dashboard loads with its sections.
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
After sign-in 1. Sign in with a valid account. The user is redirected to the dashboard. PASS
Root path 1. Open / while signed in. The dashboard is displayed. PASS
Dashboard route 1. Open /dashboard. The dashboard is displayed. PASS
Analytics routes 1. Open /operationaldashboard and /financialdashboard. Both render the dashboard. PASS See observations.
Protected access 1. Open /dashboard while signed out. The user is redirected to login. PASS

Tester notes

Record actual result, test data identifiers, device/browser/build, and any variance.

IDA-DSH-02 — KPI stat cards

Feature overview

Two stat cards show property and ratepayer totals from the summary endpoint, with skeleton loaders while fetching.

Preconditions

  • A signed-in administrator with property/ratepayer data.
Field Value
Priority Critical
Test action Review the KPI stat cards.
Expected result Property and ratepayer statistics render and reconcile with the data source.
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
Property stat 1. Inspect the first card. The property statistic card renders with the total. PASS From sys/dashboard.
Ratepayer stat 1. Inspect the second card. The ratepayer statistic card renders with the total. PASS
Loading state 1. Observe while data loads. Skeleton loaders are shown. PASS

Tester notes

Record actual result, test data identifiers, device/browser/build, and any variance.

IDA-DSH-03 — Bill cards

Feature overview

Three bill cards show Issued, Paid, and Outstanding amounts, plus a payment collection trend and a payment snapshot.

Preconditions

  • A signed-in administrator with bill data.
Field Value
Priority Critical
Test action Review the bill cards.
Expected result Issued, paid and outstanding values render accurately.
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
Issued card 1. Inspect the Bill Issued card. The issued bill value is shown. PASS
Paid card 1. Inspect the Bill Paid card. The paid bill value is shown. PASS
Outstanding card 1. Inspect the Outstanding card. The outstanding amount is shown. PASS
Section omission 1. Load with no bills data. The bill section is omitted. PASS See observations.

Tester notes

Record actual result, test data identifiers, device/browser/build, and any variance.

IDA-DSH-04 — Payment trend and snapshot

Feature overview

A payment collection trend chart and a payment snapshot card summarize collections for the filtered period.

Preconditions

  • A signed-in administrator with payment data.
Field Value
Priority High
Test action Review the payment trend and snapshot.
Expected result The trend chart and snapshot render and reconcile.
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
Payment trend 1. Inspect the Payment Collection Trend card. The monthly trend renders. PASS
Payment snapshot 1. Inspect the Payment Snapshot card. The snapshot values render. PASS

Tester notes

Record actual result, test data identifiers, device/browser/build, and any variance.

IDA-DSH-05 — Analytics and summary charts

Feature overview

The dashboard renders several analytics widgets from the operational endpoint: payment by bank, top contributing assembly, operational performance, bill summary by region, MMDA collection, property statistics by zone, system user statistics, and support resolution summary.

Preconditions

  • A signed-in administrator with operational data.
Field Value
Priority High
Test action Review each analytics widget.
Expected result Each widget renders its chart or summary with the expected data.
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
Payment by bank 1. Inspect the PaymentCollect widget. Payments by bank render. PASS
Top assembly 1. Inspect the Top Assembly Contributing widget. The top assembly renders. PASS
Operational performance 1. Inspect the Operational Performance chart. Property-by-status performance renders. PASS
Bill summary 1. Inspect the Bill Summary chart. Bill-by-region summary renders. PASS
MMDA collection 1. Inspect the MMDA Collection chart. MMDA collection renders with year options. PASS
Property by zone 1. Inspect the Property Statistics by Type widget. Zone statistics render. PASS
System statistics 1. Inspect the System User Statistics widget. System statistics render. PASS
Support summary 1. Inspect the Support Resolution Summary widget. Support resolution summary renders. PASS

Tester notes

Record actual result, test data identifiers, device/browser/build, and any variance.

IDA-DSH-06 — Calendar and date filter

Feature overview

A month calendar in the sidebar lets the user select a day; the selected date is applied as a ?date= parameter to the dashboard data requests.

Preconditions

  • A signed-in administrator.
Field Value
Priority Medium
Test action Navigate months and select a day.
Expected result The calendar is navigable and the selected date filters the dashboard data.
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
Month navigation 1. Use the chevrons to change months. The calendar month changes. PASS
Select a day 1. Click a day. The day is highlighted and the data requests include ?date=. PASS
Today marker 1. Inspect the calendar. Today is highlighted. PASS

Tester notes

Record actual result, test data identifiers, device/browser/build, and any variance.

IDA-DSH-07 — Geographical tax map

Feature overview

A Geographical Tax Map widget renders a summary layer by entity from the operational response.

Preconditions

  • A signed-in administrator with map data.
Field Value
Priority Medium
Test action Review the geographical tax map.
Expected result The map renders with the entity summary layer.
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
Map render 1. Inspect the map widget. The map renders with summary markers/layers. PASS
Loading 1. Observe while data loads. A loading state is shown. PASS
Responsive 1. Resize the browser. The map scales with the container. PASS

Tester notes

Record actual result, test data identifiers, device/browser/build, and any variance.

IDA-DSH-08 — Loading states and data refresh

Feature overview

Every dashboard section shows a skeleton while its request is pending, and the data refreshes when the query is invalidated or the page reloads.

Preconditions

  • A signed-in administrator.
Field Value
Priority Medium
Test action Reload the dashboard and observe loading and refresh behaviour.
Expected result Skeletons render during load and the dashboard refreshes correctly.
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
Skeleton load 1. Reload the dashboard. Each section shows its skeleton while loading. PASS
Data endpoints 1. Inspect the network requests. sys/dashboard and sys/dashboardop are requested. PASS
Date parameter 1. Select a date and reload. Both requests include the date parameter. PASS

Tester notes

Record actual result, test data identifiers, device/browser/build, and any variance.