iDARMS Frontend (Back Office) — Payment Management Module Acceptance Tests¶
Test series: IDA-PAY-01 to IDA-PAY-05
Objective: Validate that payment transactions are listed and filtered, that payment details and receipts render, and that the public receipt is verifiable.
Execution ownership¶
Recommended owners: System Super-Admin; Finance business owner
Prerequisites: A signed-in administrator, seeded payments in all statuses, and a payment-capable UAT environment.
Execution control
Use approved UAT data only. Mask personal, authentication, and payment information in screenshots and attachments.
Feature overview¶
The Payment Management module covers:
- Payment History — all transactions with filters and status tags.
- Offline Payments — a read-only list of manual transactions.
- Payment Details — bill-level payment view with individual/consolidated receipts.
- Public Payment Receipt — a publicly shareable payment receipt with QR verification.
Coverage summary¶
| Test ID | Feature | Scenario | Priority |
|---|---|---|---|
| IDA-PAY-01 | Payment History | List, filters and statuses | Critical |
| IDA-PAY-02 | Offline Payments | Offline list | High |
| IDA-PAY-03 | Payment Details | Details and receipts | Critical |
| IDA-PAY-04 | Consolidated Receipt | Consolidated selection | High |
| IDA-PAY-05 | Public Receipt | Public verification | High |
Implementation observations requiring UAT confirmation¶
| Observation from implementation | Required validation |
|---|---|
Payment status tags map 1→Successful, 0→Pending, 2→Failed. |
Confirm the approved status mapping. |
| There is no offline payment entry form in the admin portal; the Offline Payments page is read-only. | Confirm how offline payments are recorded. |
The payment details page treats status 2 as successful in the receipt-selection logic while lists treat 2 as Failed. |
Confirm the approved status handling. |
| The public receipt route is not wrapped in authentication; it relies on the API 401 redirect only. | Confirm whether the receipt should remain public. |
| Receipts render individual or consolidated formats with a QR code linking to the public receipt URL. | Confirm the approved receipt content. |
IDA-PAY-01 — Payment history¶
Feature overview¶
The Payment History page at /paymentmanagement/paymenthistory lists all payments with filters and server pagination.
Preconditions
- A signed-in administrator with seeded payments.
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | Review the list and use the filters. |
| Expected result | Payments render with transaction details and status tags; filters work. |
| 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 /paymentmanagement/paymenthistory. |
Payments load from /payment/paymenthistory. |
PASS |
|
| Columns | 1. Inspect the table. | Rate Payer, Property Info, Bill & Valuation, Payment Details, Transaction, and Actions render. | PASS |
|
| Status tags | 1. Inspect the status column. | Successful/Pending/Failed tags render. | PASS |
|
| Filters | 1. Use rate payer, bill number, transaction ID, region, method, and status filters. | The list filters and the URL updates. | PASS |
|
| Pagination | 1. Change page size or jump pages. | Pagination works. | PASS |
|
| Open details | 1. Open a payment. | The user is navigated to /paymentmanagement/paymentdetails/{id}. |
PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-PAY-02 — Offline payments¶
Feature overview¶
The Offline Payments page at /paymentmanagement/offlinepayment lists manual payment transactions.
Preconditions
- A signed-in administrator with offline payment records.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Review the offline list and filters. |
| Expected result | Offline payments render with transaction 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 /paymentmanagement/offlinepayment. |
Offline payments load from /payment/offlinepayments. |
PASS |
|
| Filters | 1. Use rate payer, bill number, ref number, region, and status filters. | The list filters. | PASS |
|
| Entry form | 1. Look for an add/record control. | No offline entry form exists in the admin portal. | PASS |
See observations. |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-PAY-03 — Payment details and receipts¶
Feature overview¶
The Payment Details page at /paymentmanagement/paymentdetails/{id} shows bill-level payment information and lets the user print individual or consolidated receipts.
Preconditions
- A signed-in administrator; a bill with successful payments.
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | Open payment details and generate a receipt. |
| Expected result | Stats, payments, and receipts render 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 |
|---|---|---|---|---|
| Details load | 1. Open /paymentmanagement/paymentdetails/{id}. |
Total payable/paid/outstanding and info cards render. | PASS |
GET /payment/paymentdetails/{id}. |
| Payments table | 1. Inspect the payments table. | Receipt, date, method, reference, status, and amount render. | PASS |
|
| Individual receipt | 1. Click View on a payment. | The payment receipt modal renders. | PASS |
|
| 1. Use Print / Export PDF. | The browser print view opens. | PASS |
||
| Empty state | 1. Open a bill with no payments. | "No payments found for this bill" renders. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-PAY-04 — Consolidated receipt¶
Feature overview¶
Selecting multiple successful payments generates a consolidated receipt.
Preconditions
- A signed-in administrator; a bill with multiple successful payments.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Select payments and generate a consolidated receipt. |
| Expected result | A consolidated receipt renders or a warning appears when none are selected. |
| 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 |
|---|---|---|---|---|
| Select payments | 1. Select two successful payments. | The selection is enabled. | PASS |
|
| Generate consolidated | 1. Generate the consolidated receipt. | A CR-… receipt renders with all selected payments. |
PASS |
|
| No selection | 1. Generate with none selected. | "Please select at least one successful payment." warning appears. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-PAY-05 — Public receipt¶
Feature overview¶
The public receipt at /receipt/{id} verifies a single payment via a shareable, QR-coded receipt.
Preconditions
- A payment with a valid receipt identifier.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Open the public receipt URL and scan the QR code. |
| Expected result | The receipt renders with verification status and QR link. |
| 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 |
|---|---|---|---|---|
| Receipt load | 1. Open /receipt/{id}. |
The receipt renders with org header, status banner, and payment line. | PASS |
GET /payment/receipt/{id}. |
| Verified status | 1. Inspect the status banner. | "Payment Verified"/"PAID" renders for completed payments. | PASS |
|
| Pending status | 1. Open a non-completed payment receipt. | "Payment not completed" warning appears. | PASS |
|
| QR code | 1. Scan the QR code. | It links back to the public receipt. | PASS |
|
| 1. Use print. | The browser print view opens. | PASS |
||
| Invalid receipt | 1. Open an invalid identifier. | "Receipt unavailable" result renders. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.