iDARMS Frontend (Back Office) — Rate Payer Information Module Acceptance Tests¶
Test series: IDA-RTP-01 to IDA-RTP-06
Objective: Validate that ratepayers can be registered (individual and organization), listed and filtered by type, and verified by an administrator.
Execution ownership¶
Recommended owners: System Super-Admin; Ratepayer business owner; Customer Service observer
Prerequisites: A signed-in administrator, seeded individual and organization ratepayers in all verification states, 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 Rate Payer Information module covers:
- Add Rate Payer — a registration wizard for individual owners and companies/organizations with email/phone OTP verification.
- Rate Payers — the combined list, plus Individual, Organizational, and Unverified ratepayer lists.
- Rate Payer Details — an application view with admin verification (Verify/Reject).
Coverage summary¶
| Test ID | Feature | Scenario | Priority |
|---|---|---|---|
| IDA-RTP-01 | Add Rate Payer | Individual registration | Critical |
| IDA-RTP-02 | Add Rate Payer | Organization registration | High |
| IDA-RTP-03 | Rate Payers | Combined list | Critical |
| IDA-RTP-04 | Rate Payers | Individual and organizational lists | High |
| IDA-RTP-05 | Rate Payers | Unverified list | High |
| IDA-RTP-06 | Rate Payer Details | View and verification | Critical |
Implementation observations requiring UAT confirmation¶
| Observation from implementation | Required validation |
|---|---|
Registration posts to /web/ratepayerregistration for both types; OTP uses /sys/sendemailotp, /sys/emailotpvalidate, /sys/sendphoneotp, /sys/phoneotpvalidate. |
Confirm the approved registration endpoints. |
| Only the Rate Payer Type filter is active on the combined list; other filters are commented out. | Confirm the approved search scope. |
The Individual, Organizational and Unverified lists use a hidden search wrapper and reference /print/entities.html (a copy-paste from the entity module). |
Confirm the approved print destination. |
| The Rate Payers menu label is Rate Fairs in the menu configuration. | Confirm the approved user-facing label. |
Verification on the details page calls /ratepayer/approveratepayer/{id} using a GET request; the verification timeline uses mock dates. |
Confirm the approved verification flow and data source. |
| The Document Preview modal has no trigger button. | Confirm the approved way to open documents. |
IDA-RTP-01 — Add rate payer — individual registration¶
Feature overview¶
The Add Rate Payer page at /ratepayerinformation/addratepayer runs the individual registration wizard (Personal → Contact → Address → Documents → Review) with phone/email OTP verification.
Preconditions
- A signed-in administrator; eligible contact details for OTP.
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | Complete the individual registration wizard. |
| Expected result | The ratepayer is created once and routed to the Unverified list; OTP and validation 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 |
|---|---|---|---|---|
| Type selection | 1. Open the registration page. 2. Select Individual Owner. |
The individual form wizard opens. | PASS |
|
| Personal details | 1. Enter name parts, DOB, gender and ID. | Required personal fields validate. | PASS |
|
| Contact and OTP | 1. Enter phone/email and verify via OTP. | "OTP sent successfully" and successful verification appear. | PASS |
|
| Address | 1. Enter present and permanent address details. | Region/district lookup works. | PASS |
|
| Documents and review | 1. Add documents and review. | The review reflects entered values. | PASS |
|
| Submit | 1. Submit the registration. | Success notification appears and the user is routed to /ratepayerinformation/unverifiedratepayers. |
PASS |
POST /web/ratepayerregistration. |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-RTP-02 — Add rate payer — organization registration¶
Feature overview¶
The company flow captures organization details, an authorized representative, verification, and documents.
Preconditions
- A signed-in administrator; company registration details.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Complete the organization registration. |
| Expected result | The organization is created once and routed to the Unverified list. |
| 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 |
|---|---|---|---|---|
| Company selection | 1. Select Company-Organization. | The organization form opens. | PASS |
|
| Organization details | 1. Enter name, type, registration number, TIN and category. | Required fields validate. | PASS |
|
| Representative | 1. Enter the authorized representative details and designation. | Representative fields validate. | PASS |
|
| Submit | 1. Submit the registration. | Success notification appears and the user is routed to the Unverified list. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-RTP-03 — Rate payers list¶
Feature overview¶
The Rate Payers list at /ratepayerinformation/ratepayers shows individual and organization ratepayers with a type filter and server pagination.
Preconditions
- A signed-in administrator with seeded ratepayers.
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | Review the list and use the type filter. |
| Expected result | Records render with identity, address, and organization details; 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 /ratepayerinformation/ratepayers. |
Ratepayers load from /ratepayer/ratepayers. |
PASS |
|
| Columns | 1. Inspect the columns. | Rate Payer Info, Address Information, Organization Details, and Actions render. | PASS |
|
| Type filter | 1. Filter by Rate Payer Type. | The list filters by Individual or Organization. | PASS |
|
| Pagination | 1. Change page size or jump pages. | Pagination works. | PASS |
|
| Open details | 1. Click Details on a row. | The user is navigated to /ratepayerinformation/details/{id}. |
PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-RTP-04 — Individual and organizational lists¶
Feature overview¶
Dedicated lists filter the same endpoint by type.
Preconditions
- A signed-in administrator with both ratepayer types.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Open each type list. |
| Expected result | Each list returns only its type. |
| 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 |
|---|---|---|---|---|
| Individual list | 1. Open /ratepayerinformation/individualratepayers. |
Only Individual records render. | PASS |
Appends type=Individual. |
| Organization list | 1. Open /ratepayerinformation/organizationalratepayers. |
Only Organization records render. | PASS |
Appends type=Organization. |
| Header copy | 1. Inspect the page description. | The description is copied from the entity module. | PASS |
See observations. |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-RTP-05 — Unverified rate payers¶
Feature overview¶
The Unverified list at /ratepayerinformation/unverifiedratepayers shows applications awaiting admin verification.
Preconditions
- A signed-in administrator with unverified applications.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Review the unverified list. |
| Expected result | Pending applications display with identity and address. |
| 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 /ratepayerinformation/unverifiedratepayers. |
Pending applications load from /ratepayer/pendingratepayers. |
PASS |
|
| Open application | 1. Open an unverified application. | The details page shows the verification options. | PASS |
See IDA-RTP-06. |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-RTP-06 — Rate payer details and verification¶
Feature overview¶
The Rate Payer Details page at /ratepayerinformation/details/{id} shows the full application and lets an administrator verify or reject it with notes.
Preconditions
- A signed-in administrator; a ratepayer application with status Pending/Verified/Rejected.
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | Review an application and perform verification. |
| Expected result | Details render by type and verification updates the status. |
| 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 /ratepayerinformation/details/{id}. |
Personal/organization, contact, address, documents, and status render. | PASS |
GET /ratepayer/ratepayerdetails/{id}. |
| Status badge | 1. Inspect the status. | Pending/Verified/Rejected map to orange/green/red. | PASS |
|
| Verification timeline | 1. Inspect the timeline. | Submitted and verification steps render. | PASS |
Uses mock dates; see observations. |
| Verify | 1. Click Verify Rate Payer, choose Verified, add notes. | The status updates to Verified. | PASS |
|
| Reject | 1. Choose Rejected with notes. | The status updates to Rejected. | PASS |
|
| Validation | 1. Submit without status or notes. | "Please select a status" / "Please provide verification notes" errors appear. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.