iDARMS Frontend (Back Office) — System Setup Module Acceptance Tests¶
Test series: IDA-SET-01 to IDA-SET-12
Objective: Validate that rate structures, business categories/rates, divisions, blocks, zone types/classes, and LVD records can be viewed, maintained, and imported through the Back Office.
Execution ownership¶
Recommended owners: System Super-Admin; Revenue/Property business owner
Prerequisites: A signed-in administrator, seeded setup 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 System Setup module covers:
- Assessed Rate, Unassessed Rate, Business Category, and Business Rate.
- Entity Divisions and Blocks with add/edit and import.
- Zone Types and Zone Classes with add/edit.
- LVD List and LVD Import.
Several list/add pages share a single component where the add URL auto-opens a modal.
Coverage summary¶
| Test ID | Feature | Scenario | Priority |
|---|---|---|---|
| IDA-SET-01 | Rates | Assessed rate | High |
| IDA-SET-02 | Rates | Unassessed rate | High |
| IDA-SET-03 | Business | Business category | High |
| IDA-SET-04 | Business | Business rate | High |
| IDA-SET-05 | Divisions | Division list and add/edit | Critical |
| IDA-SET-06 | Divisions | Import division | High |
| IDA-SET-07 | Blocks | Block list and add/edit | High |
| IDA-SET-08 | Blocks | Import blocks | High |
| IDA-SET-09 | Zones | Zone types | High |
| IDA-SET-10 | Zones | Zone classes | High |
| IDA-SET-11 | LVD | LVD list | High |
| IDA-SET-12 | LVD | LVD import | Critical |
Implementation observations requiring UAT confirmation¶
| Observation from implementation | Required validation |
|---|---|
| The Assessed Rate, Unassessed Rate, and Business Category pages are read-only lists; their data configs are copies of the entity module and no add form is wired. | Confirm whether add/edit is expected for these pages. |
Import Division and Import Blocks post to /entity/importentity (reusing the entity import endpoint) and their sample-file links are dead (href=""). |
Confirm the approved import endpoints and template links. |
| Division and Block list/add pages share one component; the add route auto-opens the create modal. | Confirm the approved add flow. |
| Zone Type and Zone Class delete buttons are visually hidden. | Confirm whether deletion is in scope. |
The LVD Import sample-file link is disabled; the Google Sheet link is live; imports post to /lvd/lvdimport. |
Confirm the approved LVD import channel. |
| Business Rate exposes a Category/Item toggle and Excel export. | Confirm the approved Business Rate behaviour. |
IDA-SET-01 — Assessed rate¶
Feature overview¶
The Assessed Rate page at /settings/assessedrate shows zone types with expandable rate classes.
Preconditions
- A signed-in administrator with assessed-rate data.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Review the assessed rate list. |
| Expected result | Zone types render with expandable class/rate rows. |
| 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 /settings/assessedrate. |
Zone types load from /settings/propertyzone. |
PASS |
|
| Expand rows | 1. Expand a zone type. | Class rows with rate, minimum rate, and areas render. | PASS |
|
| Region filter | 1. Filter by region. | The list filters. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-SET-02 — Unassessed rate¶
Feature overview¶
The Unassessed Rate page at /settings/unassessedrate shows unassessed rate structures.
Preconditions
- A signed-in administrator with unassessed-rate data.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Review the unassessed rate list. |
| Expected result | Zone types render with expandable class rows. |
| 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 /settings/unassessedrate. |
Rows load from /settings/unassessedrate. |
PASS |
|
| Expand rows | 1. Expand a row. | Name, rate, rate type, and created date render. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-SET-03 — Business category¶
Feature overview¶
The Business Category page at /settings/businesscategory lists business categories.
Preconditions
- A signed-in administrator with categories.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Review and filter the categories. |
| Expected result | Categories render with name, description, and 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 |
|---|---|---|---|---|
| List load | 1. Open /settings/businesscategory. |
Categories load from /settings/businesscategory. |
PASS |
|
| Filters | 1. Use the name and code filters. | The list filters. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-SET-04 — Business rate¶
Feature overview¶
The Business Rate page at /settings/businessrate shows categories and items with a Category/Item toggle and Excel export.
Preconditions
- A signed-in administrator with business rate data.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Toggle the view and export. |
| Expected result | Category and item views render with rates. |
| 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 |
|---|---|---|---|---|
| Category view | 1. Open /settings/businessrate. |
Categories render with code and status. | PASS |
|
| Item view | 1. Toggle to Item. | Items render with name and rate. | PASS |
|
| Export | 1. Use the Excel export. | An .xlsx file downloads. |
PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-SET-05 — Divisions¶
Feature overview¶
The Division pages at /settings/divisionlist and /settings/adddivision share one component; the add route auto-opens the create modal.
Preconditions
- A signed-in administrator; an entity (when area-restricted).
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | List divisions and add/edit one. |
| Expected result | Divisions render and the modal validates required fields. |
| 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 /settings/divisionlist. |
Divisions load from /settings/divisionlist. |
PASS |
|
| Add division | 1. Open /settings/adddivision. |
The Create New Division modal auto-opens. | PASS |
|
| Fields | 1. Enter division name and polygon coordinates. | Name and polygon are required. | PASS |
|
| Save | 1. Save the division. | The modal closes and the list refreshes. | PASS |
POST /settings/adddivision. |
| Edit | 1. Open the edit action. | The modal pre-fills and updates save. | PASS |
PATCH /settings/editdivision/{id}. |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-SET-06 — Import division¶
Feature overview¶
The Import Division page at /settings/importdivision supports bulk division upload.
Preconditions
- A signed-in administrator; an Excel template.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Upload and submit divisions. |
| Expected result | Valid rows 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 grid. | PASS |
|
| Submit | 1. Click Submit. | Success notification appears. | PASS |
Posts to /entity/importentity; see observations. |
| Template links | 1. Try the sample-file links. | The links are dead in the current build. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-SET-07 — Blocks¶
Feature overview¶
The Block pages at /settings/listblock and /settings/addblock manage blocks with an optional division.
Preconditions
- A signed-in administrator; divisions available.
| Field | Value |
|---|---|
| Priority | High |
| Test action | List blocks and add/edit one. |
| Expected result | Blocks render and the modal validates required fields. |
| 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 /settings/listblock. |
Blocks load from /settings/blocklist. |
PASS |
|
| Add block | 1. Open /settings/addblock. |
The create modal auto-opens. | PASS |
|
| Save | 1. Enter division, name, and polygon; save. | The modal closes and the list refreshes. | PASS |
POST /settings/addblock. |
| Edit | 1. Open the edit action. | Updates save. | PASS |
PATCH /settings/editblock/{id}. |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-SET-08 — Import blocks¶
Feature overview¶
The Import Blocks page at /settings/importblock supports bulk block upload with a per-row division selector.
Preconditions
- A signed-in administrator; an Excel template.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Upload and submit blocks. |
| Expected result | Valid rows 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 grid with division selectors. | PASS |
|
| Submit | 1. Click Submit. | Success notification appears. | PASS |
Posts to /entity/importentity; see observations. |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-SET-09 — Zone types¶
Feature overview¶
The Zone Type pages at /settings/listzonetype and /settings/addzonetype manage zone types.
Preconditions
- A signed-in administrator.
| Field | Value |
|---|---|
| Priority | High |
| Test action | List, add, and edit zone types. |
| Expected result | Zone types render and the modal validates. |
| 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 /settings/listzonetype. |
Zone types load from /settings/zonetype. |
PASS |
|
| Add | 1. Open /settings/addzonetype. |
The create modal auto-opens. | PASS |
|
| Save | 1. Enter a zone type name and status. | The list refreshes. | PASS |
POST /settings/addzonetype. |
| Edit | 1. Open the edit action. | Updates save. | PASS |
PATCH /settings/updatezonetype/{id}. |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-SET-10 — Zone classes¶
Feature overview¶
The Zone Class pages at /settings/listzoneclass and /settings/addzoneclass manage classes linked to a zone type with a rate.
Preconditions
- A signed-in administrator with zone types.
| Field | Value |
|---|---|
| Priority | High |
| Test action | List, add, and edit zone classes. |
| Expected result | Zone classes render with rates and validate required fields. |
| 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 /settings/listzoneclass. |
Zone classes load from /settings/zoneclass. |
PASS |
|
| Add | 1. Open /settings/addzoneclass. |
The create modal auto-opens. | PASS |
|
| Fields | 1. Enter zone type, name, rate, minimum rate, and areas affected. | Required fields validate. | PASS |
|
| Save | 1. Save the zone class. | The list refreshes. | PASS |
POST /settings/addzoneclass. |
| Edit | 1. Open the edit action. | Updates save. | PASS |
PATCH /settings/updatezoneclass/{id}. |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-SET-11 — LVD list¶
Feature overview¶
The LVD List page at /settings/listlvd shows imported LVD records with search filters.
Preconditions
- A signed-in administrator with imported LVD records.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Review the LVD list and filters. |
| Expected result | LVD records render with account, address, and valuation 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 /settings/listlvd. |
LVD records load from /settings/lvdlists. |
PASS |
|
| Filters | 1. Use account no, block ID, digital address, phone, and email filters. | The list filters. | PASS |
|
| Import Rate | 1. Click Import Rate. | The user is navigated to /settings/importlvd. |
PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
IDA-SET-12 — LVD import¶
Feature overview¶
The LVD Import page at /settings/importlvd uploads an Excel file, assigns an MMDA, and submits the records.
Preconditions
- A signed-in administrator; a valid Excel file and an MMDA.
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | Upload, preview, and submit an LVD import. |
| Expected result | Records are previewed and submitted with the MMDA. |
| 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. Click Click to Upload Excel and select a file. | Rows populate the preview. | PASS |
|
| MMDA | 1. Select an MMDA (required). | "Please select MMDA" validates when empty. | PASS |
|
| Preview | 1. Toggle List/Kanban views. | Both views render records with delete actions. | PASS |
|
| Submit | 1. Click Submit. | Success notification appears and the user is routed to the LVD list. | PASS |
POST /lvd/lvdimport. |
| Clear | 1. Click Clear. | The preview empties. | PASS |
|
| Sample file | 1. Try the sample-file link. | The link is disabled; the Google Sheet link opens. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.