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Ratepayer App — Dashboard (Home) Module Acceptance Tests

Test series: RPA-DSH-01 to RPA-DSH-06 Objective: Validate that the app's Home screen loads accurate bill and payment data and provides working navigation to the app's core functions. Mirrors: ratepayer-portal/dashboard.md (RPP-DSH-01 to RPP-DSH-10), adapted for the app's Home screen layout. The "News · Notices · Updates" panel observed in the app is intentionally excluded from this UAT per instruction.

Execution ownership

Recommended owners: Ratepayer/Public Portal users; Customer Service observer

Prerequisites: A signed-in ratepayer with bills in various statuses and controlled property, bill, and payment data.

Execution control

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

Feature overview

The Home screen is the landing screen shown after sign-in:

  • Header with the iDARMS logo, verified shield icon, info icon, notification bell, and profile avatar.
  • Bill summary blocks: Total Bill with Due Date, Total Paid Amount ("See History"), and Total Due Amount ("Click to Pay").
  • Quick actions to the app's core functions (Pay for others, Pay Multiple Bills, Add Property, and further actions revealed on scroll).
  • Bottom tab bar for primary navigation.

Coverage summary

Test ID Feature Scenario Priority
RPA-DSH-01 Home Overview and navigation Critical
RPA-DSH-02 Header Logo, verified shield, and icons Medium
RPA-DSH-03 Bill Summary Total Bill, Due Date, Paid, and Due blocks Critical
RPA-DSH-04 Bill Summary See History and Click to Pay actions High
RPA-DSH-05 Quick Actions Quick-action navigation High
RPA-DSH-06 Home Data Data load and refresh Medium

Implementation observations requiring UAT confirmation

Observation from screenshots Required validation
The KPI layout (Total Bill/Due Date, Total Paid Amount, Total Due Amount) differs from the web's four-card layout (Total Outstanding, Active Properties, Last Payment, Next Due). Confirm the approved KPI set for the app, and whether Active Properties / Last Payment / Next Due are surfaced elsewhere (e.g., Reports & Activity or Properties).
Quick actions visible are Pay for others, Pay Multiple Bills, and Add Property, with at least three more revealed on scroll (icons for a document/download action, a chat/dispute-like icon, and Contact). Confirm the full list and labels of quick actions, since some icons (chat, download) are partially cut off in the screenshot and may map to features not yet confirmed (e.g., Disputes, Help & Support).
No profile-completion alert/banner was visible in the captured screenshots. Confirm whether the app implements an equivalent to the web's profile-completion alert (ratepayer-portal/dashboard.md RPP-DSH-04), and where it would appear if the profile is incomplete.
No monthly payment trend chart or bill-status breakdown chart was visible in the captured screenshots. Confirm whether the app includes analytics charts equivalent to ratepayer-portal/dashboard.md RPP-DSH-06/07, or whether analytics live only in Reports & Activity.
No recent-bills table was visible on Home in the captured screenshots. Confirm whether a recent-bills list exists on Home (equivalent to RPP-DSH-08) or whether Bills is reached only via the tab bar.
The "News · Notices · Updates" panel (e.g., "System Maintenance" notice) is excluded from this UAT per instruction. N/A — out of scope.

RPA-DSH-01 — Home overview and navigation

Feature overview

Home is the landing screen after sign-in and is protected by authentication.

Preconditions

  • A signed-in ratepayer.
Field Value
Priority Critical
Test action Open Home after sign-in and review the layout.
Expected result Home loads with its sections and the bottom tab bar.
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 lands on Home. PASS
Protected access 1. Open the app while signed out. The user is directed to Login, not Home. PASS
Section layout 1. Inspect the Home layout. Header, bill summary blocks, News panel, and Quick Actions are shown above the bottom tab bar. PASS News panel out of scope for this UAT.
Scroll behaviour 1. Scroll down on Home. Additional quick actions are revealed; the bottom tab bar remains fixed. PASS
Pull to refresh 1. Pull down on Home to refresh. Data reloads and a refresh indicator is shown. PASS Confirm whether pull-to-refresh is implemented.

Tester notes

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

RPA-DSH-02 — Header: logo, verified shield, and icons

Feature overview

The Home header shows the iDARMS logo with a verified shield icon, plus info, notification, and profile icons.

Preconditions

  • A signed-in ratepayer.
Field Value
Priority Medium
Test action Review the Home header.
Expected result All header elements are shown and functional.
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
Logo and shield 1. Inspect the top-left of the header. The iDARMS logo and a green verified shield icon are shown. PASS Confirm shield reflects actual verification state.
Info icon 1. Tap the info icon. Relevant information is shown. PASS See navigation.md RPA-NAV-07.
Notification bell 1. Tap the notification bell. Notifications are shown; unread indicator behaves correctly. PASS
Profile icon 1. Tap the profile icon. My Profile opens. PASS

Tester notes

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

RPA-DSH-03 — Bill summary blocks

Feature overview

Three summary blocks show Total Bill with Due Date, Total Paid Amount, and Total Due Amount.

Preconditions

  • A signed-in ratepayer with bill and payment data.
Field Value
Priority Critical
Test action Review the bill summary blocks.
Expected result Values reconcile with the ratepayer's bill and payment records.
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
Total Bill 1. Inspect the Total Bill block. The amount matches the ratepayer's total billed amount. PASS
Due Date 1. Inspect the Due Date within the Total Bill block. The nearest/relevant due date is shown with a penalty warning message. PASS
Total Paid Amount 1. Inspect the Total Paid Amount block. The amount matches the sum of completed payments. PASS
Total Due Amount 1. Inspect the Total Due Amount block. The amount matches total outstanding across bills. PASS
Reconciliation 1. Compare Total Bill, Total Paid, and Total Due. Paid + Due reconciles with Total Bill. PASS
Zero-bill state 1. Open Home for an account with no bills. The blocks show a zero/empty state rather than an error. PASS

Tester notes

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

RPA-DSH-04 — See History and Click to Pay actions

Feature overview

The Total Paid Amount block links to payment history; the Total Due Amount block links to payment.

Preconditions

  • A signed-in ratepayer with paid and outstanding bills.
Field Value
Priority High
Test action Use the See History and Click to Pay shortcuts.
Expected result Each shortcut opens the correct destination.
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
See History 1. Tap See History. My Payments opens. PASS
Click to Pay 1. Tap Click to Pay. The user is taken to pay the outstanding bill(s). PASS Confirm destination: My Bill vs. direct checkout.
No due amount 1. Open Home for an account with zero due amount. The Click to Pay action is hidden or disabled appropriately. PASS

Tester notes

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

RPA-DSH-05 — Quick actions

Feature overview

Quick-action tiles provide shortcuts to Pay for others, Pay Multiple Bills, Add Property, and additional actions revealed on scroll.

Preconditions

  • A signed-in ratepayer.
Field Value
Priority High
Test action Use each quick action.
Expected result Each action opens the correct destination.
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
Pay for others 1. Tap Pay for others. Pay for Others opens. PASS
Pay Multiple Bills 1. Tap Pay Multiple Bills. Multiple Bill Pay opens. PASS
Add Property 1. Tap Add Property. The Add Property flow opens. PASS
Additional actions (scrolled) 1. Scroll to reveal further quick actions (download/receipt icon, chat icon, Contact). Each opens its correct destination. PASS Confirm exact labels/destinations — partially obscured in the screenshot.
Contact 1. Tap Contact. Contact/support information is shown. PASS Confirm whether this maps to a Help & Support screen.

Tester notes

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

RPA-DSH-06 — Home data load and refresh

Feature overview

Home loads bill and payment data on open and reflects the ratepayer's current-year records.

Preconditions

  • A signed-in ratepayer.
Field Value
Priority Medium
Test action Load Home and check data consistency.
Expected result Data loads correctly and is consistent with My Bill and My Payments.
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
Data load 1. Open Home. Bill summary values populate correctly. PASS
Consistency 1. Compare Home totals with My Bill and My Payments totals. Values reconcile across screens. PASS
Loading state 1. Observe Home while data loads (e.g., on a slow connection). A loading indicator or skeleton state is shown. PASS
Error state 1. Trigger an API failure while loading Home. A clear error state with retry is shown, rather than blank/broken UI. PASS

Tester notes

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