iDARMS Frontend (Back Office) — Entity Management Module Acceptance Tests¶
Test series: IDA-ENT-01 to IDA-ENT-08
Objective: Validate that entities can be added, listed, viewed, imported, exported, mapped, and administered through the Back Office.
Execution ownership¶
Recommended owners: System Super-Admin; Administrative business owner
Prerequisites: A signed-in administrator, seeded entity 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 Entity Management module covers:
- Add Entity and All Entities — CRUD with region/MMDA hierarchy.
- Entity Details, Entity Hierarchy, and Entity Map View.
- Entity Admins — entity-admin user list.
- Import Entity (bulk) and Export Entity.
- Merge and Split routes.
Coverage summary¶
| Test ID | Feature | Scenario | Priority |
|---|---|---|---|
| IDA-ENT-01 | Add Entity | Create and edit | Critical |
| IDA-ENT-02 | All Entities | List, search and open | Critical |
| IDA-ENT-03 | Entity Details | Details view | High |
| IDA-ENT-04 | Import Entity | Bulk import | High |
| IDA-ENT-05 | Entity Hierarchy | Hierarchy list | High |
| IDA-ENT-06 | Entity Map View | Map markers | High |
| IDA-ENT-07 | Entity Admins | Admin user list | High |
| IDA-ENT-08 | Merge/Split | Workflow routes | Medium |
Implementation observations requiring UAT confirmation¶
| Observation from implementation | Required validation |
|---|---|
| Merge and Split routes render placeholder "Working Progress" pages; there is no implemented request-and-approve workflow. | Confirm whether merge/split are in scope for the release. |
| Export Entity renders "Export Entity Working Progress" only. | Confirm the approved export behaviour. |
| The Entity Details sub-tabs (Users, Rate Payers, Collectio Summary, Outstanding, Claim & Resolution) are empty placeholders. | Confirm which tabs are in scope. |
| The Entity Admins page filters the user list client-side to the "Company Admin" role and has delete disabled. | Confirm the approved admin-management scope. |
| The entity Code field is hidden when editing. | Confirm the approved edit behaviour. |
| Entity category is auto-set to "Region"/"Nation" when the type changes accordingly. | Confirm the approved category logic. |
IDA-ENT-01 — Add entity¶
Feature overview¶
The Add Entity page at /entity/addentity (also edit at /entity/edit/:id) captures entity type, hierarchy, contact, coordinates, and admin hierarchy details.
Preconditions
- A signed-in administrator; region/district/country reference data.
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | Create an entity, then edit it. |
| Expected result | The entity is created once with a traceable code; validation is clear. |
| 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 |
|---|---|---|---|---|
| Type and category | 1. Choose an entity type (Region/MMDA) and category. | Required fields adapt to the type. | PASS |
|
| Basic info | 1. Enter full name, short name, code, and status. | Name and code are required; code hides on edit. | PASS |
|
| Contact | 1. Enter address, digital address, phone, email, and website. | Address is required; others optional. | PASS |
|
| Admin hierarchy | 1. Select country, region, and district. | Required selections validate. | PASS |
|
| Submit | 1. Submit the entity. | Success notification appears and the list opens. | PASS |
POST /entity/addentity. |
| Edit | 1. Open /entity/edit/{id} and update. |
Changes save. | PASS |
PATCH /entity/updateentity/{id}. |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-ENT-02 — All entities¶
Feature overview¶
The All Entities page at /entity/entities lists entities with search filters and server pagination.
Preconditions
- A signed-in administrator with seeded entities.
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | Search, paginate, and open an entity. |
| Expected result | Entities render with hierarchy and contact details. |
| 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 |
|---|---|---|---|---|
| List load | 1. Open /entity/entities. |
Entities load from /entity/entities. |
PASS |
|
| Columns | 1. Inspect the table. | Entity, Hierarchy, Contact, Others, and Action render. | PASS |
|
| Filters | 1. Use name, code, type, region, district, and status filters. | The list filters and the URL updates. | PASS |
|
| Pagination | 1. Change page size or jump pages. | Pagination works. | PASS |
|
| Actions | 1. Open Edit and Details. | Edit → /entity/edit/{id}, Details → /entity/details/{id}. |
PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-ENT-03 — Entity details¶
Feature overview¶
The Entity Details page at /entity/details/{id} shows entity information with sub-tabs.
Preconditions
- A signed-in administrator with an entity.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Review the entity details. |
| Expected result | Basic, contact, and logo information render. |
| 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 |
|---|---|---|---|---|
| Details load | 1. Open /entity/details/{id}. |
Basic information and contact information render. | PASS |
GET /entity/entitydetails/{id}. |
| Sub-tabs | 1. Open each sub-tab. | Users, Rate Payers, Collection Summary, Outstanding, and Claim & Resolution are empty placeholders. | PASS |
See observations. |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-ENT-04 — Import entity¶
Feature overview¶
The Import Entity page at /entity/importentity supports bulk Excel upload or manual row entry.
Preconditions
- A signed-in administrator; a valid Excel template.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Upload or enter rows and submit. |
| Expected result | Valid entities are submitted once. |
| 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 |
|---|---|---|---|---|
| Upload | 1. Upload a valid .xlsx file. |
Rows populate the editable grid. | PASS |
|
| Manual rows | 1. Add rows with required fields. | Required cells validate ("required"). | PASS |
|
| Submit | 1. Click Submit. | Success notification appears. | PASS |
POST /entity/importentity. |
| Validation failure | 1. Submit with missing required cells. | "Please fill up all the required fields" appears. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-ENT-05 — Entity hierarchy¶
Feature overview¶
The Entity Hierarchy page at /entity/entityhierarchy lists entities by hierarchy with a region filter.
Preconditions
- A signed-in administrator with hierarchy data.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Review the hierarchy list and filter by region. |
| Expected result | The hierarchy list renders without pagination. |
| 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 |
|---|---|---|---|---|
| List load | 1. Open /entity/entityhierarchy. |
The hierarchy list renders. | PASS |
|
| Region filter | 1. Filter by region. | The list filters. | PASS |
|
| Pagination | 1. Inspect the table pagination. | Pagination is disabled. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-ENT-06 — Entity map view¶
Feature overview¶
The Entity Map View at /entity/entitymapview renders entity markers on a Google Map filtered by category.
Preconditions
- A signed-in administrator with geocoded entities.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Review the map and toggle categories. |
| Expected result | Markers render by category with InfoWindow details. |
| 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 load | 1. Open /entity/entitymapview. |
Entity markers render. | PASS |
|
| Category legend | 1. Toggle Nation/Region/District/Municipal/Metropolitan. | Markers filter by category. | PASS |
|
| InfoWindow | 1. Click a marker. | Entity details render. | PASS |
|
| Empty state | 1. Load with no data. | "No Data Found" renders. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-ENT-07 — Entity admins¶
Feature overview¶
The Entity Admins page at /entity/entityadmin lists entity-admin users filtered to the "Company Admin" role.
Preconditions
- A signed-in administrator with entity-admin users.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Review the admin list and filters. |
| Expected result | Admin users render with association and contact details. |
| 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 |
|---|---|---|---|---|
| List load | 1. Open /entity/entityadmin. |
Company Admin users render. | PASS |
|
| Filters | 1. Use name, username, entity, role, and status filters. | The list filters. | PASS |
|
| Status tags | 1. Inspect the status column. | Active/Inactive/Blocked/Restricted render. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-ENT-08 — Merge and split¶
Feature overview¶
Merge and Split routes are registered but render placeholder pages.
Preconditions
- A signed-in administrator.
| Field | Value |
|---|---|
| Priority | Medium |
| Test action | Open the merge and split routes. |
| Expected result | Placeholder pages render; no workflow is implemented. |
| 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 |
|---|---|---|---|---|
| New merge | 1. Open /entity/addmerge. |
A "Working Progress" placeholder renders. | PASS |
|
| Split routes | 1. Open the split routes. | Placeholder pages render. | PASS |
See observations. |
| Export entity | 1. Open /entity/exportentity. |
"Export Entity Working Progress" renders. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.