Ratepayer Portal — Payment History Module Acceptance Tests¶
Test series: RPP-PAY-01 to RPP-PAY-16
Objective: Validate that a ratepayer can review their payment history, filter and search transactions, open payment and transaction details, and view, print, and export individual and consolidated payment receipts.
Execution ownership¶
Recommended owners: Ratepayer/Public Portal users; Customer Service observer
Prerequisites: A signed-in ratepayer with completed, pending, and failed payments across payment methods and years, a bill with multiple successful payments, and a controlled payment test method.
Execution control
Use approved UAT data only. Mask personal, authentication, and payment information in screenshots and attachments.
Feature overview¶
The Payment History module covers the ratepayer's payment records:
- Payment History list with summary cards, search, filters, pagination, and row expansion.
- Payment Details with bill, ratepayer, property, and per-bill payment history.
- Individual and consolidated payment receipts with print and export.
- Public payment receipt and public consolidated receipt accessible without sign-in.
Coverage summary¶
| Test ID | Feature | Scenario | Priority |
|---|---|---|---|
| RPP-PAY-01 | Payment History | List display | Critical |
| RPP-PAY-02 | Payment History | Summary cards | High |
| RPP-PAY-03 | Payment History | Search | High |
| RPP-PAY-04 | Payment History | Filters | High |
| RPP-PAY-05 | Payment History | Pagination | Medium |
| RPP-PAY-06 | Payment History | Expandable rows | Medium |
| RPP-PAY-07 | Payment History | Payment status and information | High |
| RPP-PAY-08 | Payment History | Actions and navigation | High |
| RPP-PAY-09 | Payment Details | Details display | Critical |
| RPP-PAY-10 | Payment Details | Per-bill payment history | Critical |
| RPP-PAY-11 | Receipt | Individual payment receipt | Critical |
| RPP-PAY-12 | Receipt | Consolidated payment receipt | Critical |
| RPP-PAY-13 | Receipt | Print and export | High |
| RPP-PAY-14 | Public Receipt | Public payment receipt | High |
| RPP-PAY-15 | Public Receipt | Public consolidated receipt | High |
| RPP-PAY-16 | Payment History | Download and export actions | Medium |
Implementation observations requiring UAT confirmation¶
| Observation from implementation | Required validation |
|---|---|
The Download receipt action in the payment row menu only shows a "Preparing receipt for <reference>" message; it does not download a file in the current build. |
Confirm whether list-level receipt download is expected. |
| The Export button in the Payment History header has no action handler in the current build. | Confirm whether list-level export is expected. |
Print and Export PDF throughout the module use the browser window.print(); they do not call a server PDF endpoint. |
Confirm the approved print/export behaviour. |
| The Print button in the payment list opens the public receipt in a new window rather than printing directly. | Confirm the intended action. |
| In Payment Details, string payment statuses are always treated as successful in the current implementation. | Confirm the approved status-handling logic. |
Payment status values are numeric: 0 Pending, 1 Completed, 2 Failed. |
Confirm the approved status mapping. |
RPP-PAY-01 — Payment history list display¶
Feature overview¶
The Payment History page at /payment displays the ratepayer's payments in a table showing reference, status, date, ratepayer, property, bill, location, payment method, transaction ID, and amount.
Preconditions
- A signed-in ratepayer with at least one payment.
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | Open the Payment History page and review the list. |
| Expected result | Payments render with correct data and navigation 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 |
|---|---|---|---|---|
| Page header | 1. Open /payment. |
The heading "Payment History" with Refresh and Export buttons is shown. | PASS |
|
| Table columns | 1. Inspect the transactions table. | Payment, Ratepayer & Property, Location, Payment Method, Amount Paid, and Actions columns are shown. | PASS |
|
| Reference navigation | 1. Click a payment reference. | The user is redirected to the payment details page. | PASS |
|
| Empty state | 1. Open the page with no matching payments. | "No payments found" is shown. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-PAY-02 — Payment history summary cards¶
Feature overview¶
Four summary cards show total records, amount received on the current page, pending count, and failed count.
Preconditions
- A signed-in ratepayer with payments in several statuses.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Review the summary cards. |
| Expected result | Card values reflect the current list and page. |
| 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 records | 1. Inspect the Total Records card. | The card shows the total number of matching payments. | PASS |
|
| Received on page | 1. Inspect the Received on Page card. | The card shows the sum of completed payment amounts on the current page. | PASS |
|
| Pending and Failed | 1. Inspect the Pending and Failed cards. | Counts match the payments on the current page. | PASS |
|
| Refresh | 1. Click Refresh. | The list and cards refresh. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-PAY-03 — Payment history search¶
Feature overview¶
The search box filters payments by payment, bill, property, or ratepayer. Search resets the page to one and applies on Enter or the Apply button.
Preconditions
- A signed-in ratepayer with identifiable payments.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Search for a payment by reference, bill, property, or ratepayer. |
| Expected result | The list updates with matching 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 |
|---|---|---|---|---|
| Search by keyword | 1. Type a reference or name in the search box and press Enter. | The list shows matching payments and resets to page 1. | PASS |
|
| Clear search | 1. Click the clear icon in the search box. | The search is cleared. | PASS |
|
| No results | 1. Search for a value with no match. | "No payments found" is shown. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-PAY-04 — Payment history filters¶
Feature overview¶
Payments can be filtered by status (Completed, Pending, Failed), payment method (Cash, Card, Mobile Money, Bank Transfer, Cheque), and year. The Apply button applies the filters and a Clear filters button resets them.
Preconditions
- A signed-in ratepayer with payments in several statuses, methods, and years.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Apply and clear the status, payment method, and year filters. |
| Expected result | The list respects the active filters. |
| 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 |
|---|---|---|---|---|
| Status filter | 1. Select Completed and click Apply. | Only completed payments are shown. | PASS |
|
| Payment method filter | 1. Select Mobile Money and click Apply. | Only mobile-money payments are shown. | PASS |
|
| Year filter | 1. Select a year and click Apply. | Only payments from that year are shown. | PASS |
|
| Combined filters | 1. Combine two or more filters. | Results satisfy all filters. | PASS |
|
| Clear filters | 1. Click Clear filters. | All filters reset and the full list is restored. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-PAY-05 — Payment history pagination¶
Feature overview¶
The list is paginated with page sizes 12, 24, 48, and 96, a quick jumper, and a total counter.
Preconditions
- A signed-in ratepayer with more payments than the default page size.
| Field | Value |
|---|---|
| Priority | Medium |
| Test action | Navigate pages and change the page size. |
| Expected result | Pagination updates the list and shows correct totals. |
| 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 |
|---|---|---|---|---|
| Page navigation | 1. Go to the next page. | The next set of payments is displayed. | PASS |
|
| Quick jumper | 1. Use the quick jumper to open a page. | The list jumps to the requested page. | PASS |
|
| Page size change | 1. Change the page size to 24. | The list shows up to 24 payments per page. | PASS |
|
| Page indicator | 1. Inspect the pagination text. | "Page X · Y records displayed" and the total counter are shown. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-PAY-06 — Payment history expandable rows¶
Feature overview¶
Payment rows can be expanded to show paid-at date, payer, phone, email, and property zone.
Preconditions
- A signed-in ratepayer with at least one payment.
| Field | Value |
|---|---|
| Priority | Medium |
| Test action | Expand and collapse a payment row. |
| Expected result | The expanded details are shown. |
| 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 |
|---|---|---|---|---|
| Expand row | 1. Click the expand icon on a payment row. | Paid at, Paid by, Phone, Email, and Property Zone are shown. | PASS |
|
| Collapse row | 1. Click the expand icon again. | The expanded details collapse. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-PAY-07 — Payment status and information¶
Feature overview¶
Each payment shows its status (Completed, Pending, Failed), the amount paid with an accompanying state, the payment method, and the transaction ID.
Preconditions
- A signed-in ratepayer with payments in all three statuses.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Review payment status, amount, and method columns. |
| Expected result | Status and amounts are accurate and visually distinct. |
| 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 |
|---|---|---|---|---|
| Status display | 1. Inspect the status badge next to each reference. | Completed, Pending, and Failed are shown with matching indicators. | PASS |
|
| Amount state | 1. Inspect the Amount Paid column. | Completed shows "Received", Pending "Awaiting confirmation", Failed "Not completed". | PASS |
|
| Payment method | 1. Inspect the Payment Method column. | Cash, Card, Mobile Money, Bank Transfer, or Cheque is shown with an icon. | PASS |
|
| Transaction ID | 1. Hover over the transaction ID. | The full transaction ID is shown in a tooltip. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-PAY-08 — Payment history actions and navigation¶
Feature overview¶
Each payment row has a Print button and a more-actions menu with View details, Receipt, and Download receipt options.
Preconditions
- A signed-in ratepayer with completed and non-completed payments.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Use the row actions and the actions menu. |
| Expected result | Actions navigate or open the correct receipt. |
| 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 |
|---|---|---|---|---|
| Print button | 1. Click Print on a payment row. | The public payment receipt opens in a new window. | PASS |
|
| View details | 1. Open the actions menu and click View details. | The user is redirected to the payment details page. | PASS |
|
| Receipt action | 1. Open the actions menu and click Receipt. | The public payment receipt opens in a new window. | PASS |
|
| Download receipt | 1. Open the actions menu and click Download receipt on a completed payment. | A "Preparing receipt for <reference>" message appears. |
PASS |
No file is downloaded in the current build; see observations. |
| Download disabled | 1. Open the actions menu on a non-completed payment. | The Download receipt option is disabled. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-PAY-09 — Payment details display¶
Feature overview¶
The Payment Details page at /paymentdetails/<id> shows bill, ratepayer, and property information with totals for payable, paid, and outstanding.
Preconditions
- A signed-in ratepayer with a bill that has payments.
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | Open a payment's details page. |
| Expected result | Bill, ratepayer, property, and totals 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 |
|---|---|---|---|---|
| Breadcrumb | 1. Open /paymentdetails/<id>. |
Breadcrumb (Dashboard → Payment → Payment Details) is shown. | PASS |
|
| Stat grid | 1. Inspect the stat cards. | Bill number/year, Total Payable, Total Paid, and Outstanding are shown. | PASS |
|
| Ratepayer information | 1. Inspect the Ratepayer Information card. | Name, payer ID, phone, and email are shown. | PASS |
|
| Property information | 1. Inspect the Property Information card. | Property ID, type, digital address, and region are shown. | PASS |
|
| Back button | 1. Click Back. | The user returns to the previous page. | PASS |
|
| Not found | 1. Open an invalid payment ID. | "Payment details not found" is shown. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-PAY-10 — Payment details — per-bill payment history¶
Feature overview¶
The Payment History table lists all payments against the bill, with selection for receipt generation. Only successful payments can be selected.
Preconditions
- A bill with multiple payments, including at least one successful payment.
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | Review and select payments in the history table. |
| Expected result | Payments are listed with correct details and successful payments are selectable. |
| 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 |
|---|---|---|---|---|
| Payment list | 1. Inspect the Payment History table. | Receipt, date, method, transaction reference, status, amount, and a Receipt action are shown per payment. | PASS |
|
| Status tags | 1. Inspect the Status column. | Successful payments show a green SUCCESS tag. | PASS |
|
| Selection | 1. Tick successful payments. | The selected count and amount update. | PASS |
|
| Failed payment not selectable | 1. Try to tick a non-successful payment. | The checkbox is disabled. | PASS |
|
| Select all | 1. Tick the header select-all checkbox. | All successful payments are selected. | PASS |
|
| Consolidated receipt without selection | 1. Click Consolidated Receipt with no selection. | "Please select at least one successful payment." warning is shown. | PASS |
|
| Individual receipt action | 1. Click View on a successful payment. | The individual receipt modal opens. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-PAY-11 — Individual payment receipt¶
Feature overview¶
The individual receipt modal renders a money receipt for one payment with status banner, references, payer and property information, payment details, amount in words, and QR verification.
Preconditions
- A successful payment selected on the Payment Details page.
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | Open and review an individual payment receipt. |
| Expected result | The receipt shows the verified state and 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 |
|---|---|---|---|---|
| Open individual receipt | 1. Click View on a successful payment. | The "Individual Payment Receipt" modal opens. | PASS |
|
| Status banner | 1. Inspect the status banner. | "Payment Verified" with a "PAID" state is shown. | PASS |
|
| Reference section | 1. Inspect the reference section. | Receipt number, payment date, bill number, and bill year are shown. | PASS |
|
| Payer and property | 1. Inspect Received From and Property Information. | Ratepayer and property details are shown. | PASS |
|
| Payment details | 1. Inspect the payment table. | Description, method, transaction reference, and amount are shown. | PASS |
|
| Amount in words | 1. Inspect the amount-in-words section. | The amount is shown in words. | PASS |
|
| QR verification | 1. Inspect the QR code. | The QR points to the public receipt URL. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-PAY-12 — Consolidated payment receipt¶
Feature overview¶
Selected successful payments can be combined into one consolidated receipt with a summed total.
Preconditions
- At least one successful payment selected on the Payment Details page.
| Field | Value |
|---|---|
| Priority | Critical |
| Test action | Generate a consolidated receipt. |
| Expected result | The receipt combines all selected payments with a correct total. |
| 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 |
|---|---|---|---|---|
| Open consolidated receipt | 1. Select successful payments and click Consolidated Receipt. | The "Consolidated Payment Receipt" modal opens. | PASS |
|
| Multiple payments | 1. Select two or more payments. | Each payment appears as a row in the payment details table. | PASS |
|
| Total | 1. Inspect the receipt total. | Total amount received equals the sum of selected payments. | PASS |
|
| Receipt number | 1. Inspect the receipt number. | A consolidated receipt number is generated for the bill. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-PAY-13 — Receipt print and export¶
Feature overview¶
The receipt modal offers Print and Export PDF actions, both using the browser print function.
Preconditions
- An individual or consolidated receipt open in the modal.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Print or export the receipt. |
| Expected result | The browser print dialog opens with the receipt. |
| 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 |
|---|---|---|---|---|
| Print receipt | 1. Click Print in the receipt modal. | The browser print dialog opens with the receipt. | PASS |
|
| Export PDF | 1. Click Export PDF. | The browser save/print dialog opens. | PASS |
|
| Close modal | 1. Click outside or close the modal. | The modal closes without printing. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-PAY-14 — Public payment receipt¶
Feature overview¶
A payment receipt can be opened without sign-in at /receipt/<id> with Print and Export PDF actions.
Preconditions
- A valid payment receipt reference and browser access without sign-in.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Open a public payment receipt. |
| Expected result | The receipt renders without authentication. |
| 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 |
|---|---|---|---|---|
| Public access | 1. Open /receipt/<id> while signed out. |
The payment receipt renders without a login prompt. | PASS |
|
| Print and export | 1. Click Print or Export PDF. | The browser print dialog opens. | PASS |
|
| Pending receipt alert | 1. Open a receipt for a non-completed payment. | A "Payment not completed" warning is shown. | PASS |
|
| Invalid receipt | 1. Open an invalid reference. | "Receipt unavailable" or "Payment receipt not found" is shown. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-PAY-15 — Public consolidated receipt¶
Feature overview¶
A consolidated receipt for a bill can be opened without sign-in at /allreceipts/<id>, showing all successful payments.
Preconditions
- A bill with at least one successful payment and browser access without sign-in.
| Field | Value |
|---|---|
| Priority | High |
| Test action | Open a public consolidated receipt. |
| Expected result | The consolidated receipt renders without authentication. |
| 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 |
|---|---|---|---|---|
| Public access | 1. Open /allreceipts/<id> while signed out. |
The consolidated receipt renders without a login prompt. | PASS |
|
| Payments list | 1. Inspect the payment details table. | All successful payments for the bill are listed. | PASS |
|
| Total | 1. Inspect the total. | The total equals the sum of the successful payments. | PASS |
|
| No successful payments | 1. Open a bill with no successful payments. | "No successful payments found for this bill" is shown. | PASS |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.
RPP-PAY-16 — Payment history download and export actions¶
Feature overview¶
The header offers an Export button, and the row menu offers a Download receipt action; both are present in the interface.
Preconditions
- A signed-in ratepayer on the Payment History page.
| Field | Value |
|---|---|
| Priority | Medium |
| Test action | Use the header Export button and the row download action. |
| Expected result | The current behaviour of these actions 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 |
|---|---|---|---|---|
| Header Export | 1. Click Export in the page header. | No action occurs in the current build. | PASS |
See observations. |
| Row download | 1. Click Download receipt on a completed payment. | A "Preparing receipt for <reference>" message is shown. |
PASS |
See observations. |
Tester notes
Record actual result, test data identifiers, device/browser/build, and any variance.