Ratepayer Portal — Dashboard Module Acceptance Tests¶
Test series: RPP-DSH-01 to RPP-DSH-10
Objective: Validate that a ratepayer's dashboard loads accurate account, bill, and payment data, shows profile-completion prompts, and provides working navigation to the portal's core functions.
Execution ownership¶
Recommended owners: Ratepayer/Public Portal users; Customer Service observer
Prerequisites: A signed-in ratepayer with bills in various statuses, a complete and an incomplete profile, 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 Dashboard is the landing page shown after sign-in:
- Welcome section with a time-based greeting, payment-status stats, and an account QR code.
- Profile-completion alert with a progress bar and a link to Settings.
- KPI cards for outstanding, active properties, last payment, and next due.
- Quick actions to the portal's core functions.
- Analytics with a monthly payment trend and a bill-status breakdown.
- Recent bills table with navigation to bill details.
Coverage summary¶
| Test ID | Feature | Scenario | Priority |
|---|---|---|---|
| RPP-DSH-01 | Dashboard | Overview and navigation | Critical |
| RPP-DSH-02 | Welcome Section | Greeting, stats and QR code | Critical |
| RPP-DSH-03 | KPI Cards | Key performance indicators | Critical |
| RPP-DSH-04 | Profile Alert | Profile-completion alert | Critical |
| RPP-DSH-05 | Quick Actions | Quick-action navigation | High |
| RPP-DSH-06 | Analytics | Payment trend | High |
| RPP-DSH-07 | Analytics | Status breakdown | High |
| RPP-DSH-08 | Recent Bills | Recent bills table | High |
| RPP-DSH-09 | Account Summary | Account summary drawer | Medium |
| RPP-DSH-10 | Dashboard Data | Year filter and data load | Medium |
Implementation observations requiring UAT confirmation¶
| Observation from implementation | Required validation |
|---|---|
| The year filter selector is commented out; the dashboard always requests data for the current year. | Confirm whether a year selector is expected in the release. |
| The Account Summary drawer has no trigger button in the current build; only its close handler exists. | Confirm whether the drawer is intended to be reachable. |
| The Enable AutoPay button inside the Account Summary drawer has no action handler. | Confirm whether AutoPay is in scope. |
KPI and analytics values are derived from the /web/dashboard response for the current year. |
Confirm the approved data source and refresh behaviour. |
| Recent-bill status uses numeric values (Paid, Unpaid, Partial) plus an overdue determination from the due date. | Confirm the approved status logic on the dashboard. |
RPP-DSH-01 — Dashboard overview and navigation¶
Feature overview¶
The Dashboard at /dashboard (also served at /) is the landing page after sign-in and is protected by authentication.
Preconditions
- A signed-in ratepayer.
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | Open the dashboard after sign-in and after redirect. |
| Expected result | The dashboard loads with its sections. |
| 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 is redirected to the dashboard. | PASS |
|
| Root path | 1. Open / while signed in. |
The dashboard is displayed. | PASS |
|
| Protected access | 1. Open /dashboard while signed out. |
The user is redirected to the login page. | PASS |
|
| Section layout | 1. Inspect the dashboard layout. | Welcome, KPIs, quick actions, analytics, and recent bills are shown. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-DSH-02 — Welcome section — greeting, stats, and QR code¶
Feature overview¶
The welcome card greets the user by name, shows payment-status statistics, and displays a QR code of the account ID.
Preconditions
- A signed-in ratepayer with bill and property data.
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | Review the welcome section. |
| Expected result | Greeting, stats, and QR code are accurate. |
| 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 |
|---|---|---|---|---|
| Time-based greeting | 1. Inspect the greeting text at different times of day. | Morning/Afternoon/Evening greeting matches the time and the user name. | PASS |
|
| Payment status stats | 1. Inspect the payment-status rows. | Pending Payments, Overdue Bills, Approved Properties, and Total Bills counts are shown. | PASS |
|
| QR code | 1. Inspect the QR code and account ID. | The QR encodes the account ID and the Account ID label matches. | PASS |
|
| Avatar | 1. Inspect the avatar. | The user image or a fallback icon is shown. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-DSH-03 — KPI cards¶
Feature overview¶
Four KPI cards show Total Outstanding, Active Properties, Last Payment, and Next Due.
Preconditions
- A signed-in ratepayer with bill and payment data.
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | Review the KPI cards. |
| Expected result | KPI values reconcile with the account data. |
| 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 Outstanding | 1. Inspect the Total Outstanding card. | The outstanding amount matches the summary data. | PASS |
|
| Active Properties | 1. Inspect the Active Properties card. | The count matches the approved properties. | PASS |
A mini payment-trend line is shown. |
| Last Payment | 1. Inspect the Last Payment card. | The last payment date/time is shown, or a dash when none. | PASS |
A status donut is shown. |
| Next Due | 1. Inspect the Next Due card. | The earliest unpaid bill due date is shown. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-DSH-04 — Profile-completion alert¶
Feature overview¶
For incomplete profiles, a banner shows the completion percentage, a progress bar, the missing fields, and a Complete Profile action.
Preconditions
- A signed-in ratepayer with a profile below 100%.
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | Review the profile-completion alert. |
| Expected result | The alert appears only for incomplete profiles and links to Settings. |
| 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 |
|---|---|---|---|---|
| Incomplete profile | 1. Sign in with a profile below 100%. | The alert shows the completion percentage and progress bar. | PASS |
|
| Missing fields | 1. Inspect the alert description. | Missing fields are listed. | PASS |
|
| Complete Profile | 1. Click Complete Profile. | The user is redirected to /settings. |
PASS |
|
| Complete profile | 1. Sign in with a 100% complete profile. | No profile-completion alert is shown. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-DSH-05 — Quick actions¶
Feature overview¶
Quick-action cards provide shortcuts to Add Property, Properties, Pay for others, Bills & History, Help & Support, and Settings.
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 |
|---|---|---|---|---|
| Add Property | 1. Click Open on the Add Property card. | The user is redirected to /properties/create. |
PASS |
|
| Properties | 1. Click Open on the Properties card. | The user is redirected to /properties. |
PASS |
|
| Pay for others | 1. Click Open on the Pay for others card. | The user is redirected to /bill/payother. |
PASS |
|
| Bills & History | 1. Click Open on the Bills & History card. | The user is redirected to /bill. |
PASS |
|
| Help & Support | 1. Click Open on the Help & Support card. | The user is redirected to /help. |
PASS |
|
| Settings | 1. Click Open on the Settings card. | The user is redirected to /settings. |
PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-DSH-06 — Payment trend¶
Feature overview¶
The Payment Trend chart shows the monthly paid amounts for the year as an area chart with a brush.
Preconditions
- A signed-in ratepayer with monthly payment data.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Review the payment trend chart. |
| Expected result | Monthly paid amounts render and the brush works. |
| 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 |
|---|---|---|---|---|
| Chart display | 1. Inspect the Payment Trend (Monthly) chart. | Monthly paid amounts are shown. | PASS |
|
| Tooltip | 1. Hover over a data point. | The amount for that month is shown. | PASS |
|
| Brush | 1. Use the brush to zoom the range. | The chart range updates. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-DSH-07 — Status breakdown¶
Feature overview¶
The Status Breakdown chart shows the count of bills by status: Paid, Unpaid, Partial, and Overdue.
Preconditions
- A signed-in ratepayer with bills in several statuses.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Review the status breakdown chart. |
| Expected result | Bill counts by status are shown with a legend. |
| 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 |
|---|---|---|---|---|
| Chart display | 1. Inspect the Status Breakdown chart. | Paid, Unpaid, Partial, and Overdue segments are shown. | PASS |
|
| Legend | 1. Inspect the legend. | Status names are labelled. | PASS |
|
| Values | 1. Compare the chart with the bills list. | Counts match the bill data. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-DSH-08 — Recent bills table¶
Feature overview¶
The Bills section lists recent bills with bill number, property, period, amounts, due date, status, and a View action, paginated at five per page.
Preconditions
- A signed-in ratepayer with bills.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Review the recent bills table and open a bill. |
| Expected result | Bills render correctly and View opens the bill 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 |
|---|---|---|---|---|
| Table columns | 1. Inspect the Bills table. | Bill No., Property, Period, Amount, Paid, Outstanding, Due Date, Status, and Action columns are shown. | PASS |
|
| Status tag | 1. Inspect the status column. | Paid/Unpaid/Partial tags and an OVERDUE tag are shown as applicable. | PASS |
|
| Overdue badge | 1. Inspect an overdue bill number. | An overdue indicator is shown. | PASS |
|
| View bill | 1. Click View on a bill. | The user is redirected to /bill/<id>. |
PASS |
|
| View all | 1. Click View All. | The user is redirected to /bill. |
PASS |
|
| Pagination | 1. Review the table pagination. | The table shows five bills per page. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-DSH-09 — Account summary drawer¶
Feature overview¶
The dashboard includes an Account Summary drawer that, when open, shows outstanding, bill statuses, last payment, and an AutoPay option.
Preconditions
- A signed-in ratepayer.
| Field | Value |
|---|---|
| Priority | Medium |
| Test action | Open the Account Summary drawer. |
| Expected result | The drawer's availability is confirmed. |
| 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 |
|---|---|---|---|---|
| Drawer trigger | 1. Look for a control that opens the Account Summary drawer. | No trigger button is present in the current build. | PASS |
See observations. |
| AutoPay option | 1. If the drawer opens, click Enable AutoPay. | No action occurs in the current build. | PASS |
See observations. |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-DSH-10 — Dashboard data and year filter¶
Feature overview¶
The dashboard loads account, bill, and payment data from the dashboard endpoint for the current year.
Preconditions
- A signed-in ratepayer.
| Field | Value |
|---|---|
| Priority | Medium |
| Test action | Load the dashboard and check the data source and year. |
| Expected result | Data loads for the current year and is consistent across sections. |
| 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 the dashboard. | The dashboard requests data for the current year. | PASS |
Uses /web/dashboard?year=. |
| Consistency | 1. Compare KPIs, charts, and the bills table. | Values reconcile with the loaded data. | PASS |
|
| Year selector | 1. Look for a year selector on the dashboard. | No year selector is displayed in the current build. | PASS |
See observations. |
| Loading state | 1. Observe the dashboard while data loads. | Cards show a loading state. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.