UC-DASH: Dashboard Use Cases

Page: Home.razor Route: / Menu Position: 1 (Dashboard)

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Overview

The Dashboard is the landing page after login, providing business health overview with KPIs, charts, and quick actions.

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Section: Page Header & Business Context

ID	Section	Action	Expected Outcome	Controls Affected
UC-DASH-001	Header	Load Dashboard page	Business name displays, "Dashboard Overview" subtitle shows, current date displays	business-name, business-subtitle, date-info
UC-DASH-002	Header	Business health indicator visible	Shows "Business Healthy" with green check icon	health-status

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Section: Time Period Filter

ID	Section	Action	Expected Outcome	Controls Affected
UC-DASH-003	Filter	Select "Today" from Time Period dropdown	Data refreshes for today only: (1) Sales amount updates, (2) Sales growth % recalculates vs yesterday, (3) Payments amount updates, (4) Payment growth % recalculates, (5) Section title changes to "Today's Performance", (6) Sales card header changes to "Sales Today", (7) Sales Trend chart title changes to "Sales Trend (Today)", (8) Sales Trend chart shows hourly data points (6 points: 00:00, 04:00, 08:00, 12:00, 16:00, 20:00), (9) Top Products chart title changes to "Top Products (Today)", (10) Top Products chart data updates, (11) Profit Margin recalculates for today, (12) From date input updates to today, (13) To date input updates to today	Time Period select=Today, section-title="Today's Performance", Sales card header="Sales Today", Sales h3 amount, Sales growth %, Payments h3 amount, Payment growth %, Profit Margin %, Gross Profit amount, Sales Trend chart title, Sales Trend chart canvas (hourly labels), Top Products chart title, Top Products chart canvas, From date input, To date input
UC-DASH-004	Filter	Select "This Week" from Time Period dropdown	Data refreshes for Mon-Sun: (1) Sales amount = sum of week's sales, (2) Sales growth % = vs last week, (3) Payments amount = sum of week's payments, (4) Payment growth % = vs last week, (5) Section title = "This Week's Performance", (6) Sales card header = "Sales This Week", (7) Sales Trend chart title = "Sales Trend (This Week)", (8) Sales Trend chart shows 7 daily data points (Mon-Sun labels), (9) Top Products title = "Top Products (This Week)", (10) From date = Monday of current week, (11) To date = Sunday of current week	Time Period select=ThisWeek, section-title="This Week's Performance", Sales card header="Sales This Week", Sales h3 amount, Sales growth % (vs last week), Payments h3 amount, Payment growth %, Profit Margin %, Gross Profit amount, Sales Trend chart title, Sales Trend chart canvas (7 daily points), Top Products chart title, Top Products chart canvas, From date input, To date input
UC-DASH-005	Filter	Select "This Month" from Time Period dropdown	Data refreshes for current month: (1) Sales amount = sum of month's sales, (2) Sales growth % = vs last month, (3) Section title = "This Month's Performance", (4) Sales card header = "Sales This Month", (5) Sales Trend chart shows daily points for each day of month, (6) From date = 1st of month, (7) To date = last day of month	Time Period select=ThisMonth, section-title="This Month's Performance", Sales card header="Sales This Month", Sales h3 amount, Sales growth %, Payments h3 amount, Payment growth %, Profit Margin %, Gross Profit amount, Sales Trend chart title="Sales Trend (This Month)", Sales Trend chart canvas (28-31 daily points), Top Products chart title="Top Products (This Month)", Top Products chart canvas, From date input, To date input
UC-DASH-006	Filter	Select "Last 7 Days" from dropdown	Data refreshes for rolling 7 days: (1) Sales = sum of last 7 days, (2) Growth % = vs previous 7 days, (3) Section title = "Last 7 Days Performance", (4) Sales card header = "Sales Last 7 Days", (5) Chart shows 7 data points with date labels, (6) From date = today - 6 days, (7) To date = today	Time Period select=Last7Days, section-title="Last 7 Days Performance", Sales card header="Sales Last 7 Days", Sales h3 amount, Sales growth %, Payments h3 amount, Payment growth %, Profit Margin %, Gross Profit amount, Sales Trend chart title="Sales Trend (Last 7 Days)", Sales Trend chart canvas (7 points), Top Products chart title="Top Products (Last 7 Days)", Top Products chart canvas, From date input, To date input
UC-DASH-007	Filter	Select "Last 30 Days" from dropdown	Data refreshes for rolling 30 days: (1) Sales = sum of last 30 days, (2) Growth % = vs previous 30 days, (3) Section title = "Last 30 Days Performance", (4) Sales card header = "Sales Last 30 Days", (5) Chart shows 30 data points, (6) From date = today - 29 days, (7) To date = today	Time Period select=Last30Days, section-title="Last 30 Days Performance", Sales card header="Sales Last 30 Days", Sales h3 amount, Sales growth %, Payments h3 amount, Payment growth %, Profit Margin %, Gross Profit amount, Sales Trend chart title="Sales Trend (Last 30 Days)", Sales Trend chart canvas (30 points), Top Products chart title="Top Products (Last 30 Days)", Top Products chart canvas, From date input, To date input
UC-DASH-008	Filter	Select "This Year" from dropdown	Data refreshes for year-to-date: (1) Sales = sum of YTD sales, (2) Section title updates, (3) From date = Jan 1 of current year, (4) To date = Dec 31 of current year	Time Period select=ThisYear, section-title, Sales card header, Sales h3 amount, Sales growth %, Payments h3 amount, Payment growth %, Profit Margin %, Gross Profit amount, Sales Trend chart title, Sales Trend chart canvas, Top Products chart title, Top Products chart canvas, From date input=Jan 1, To date input=Dec 31
UC-DASH-009	Filter	Enter custom From date (e.g., Dec 1)	(1) Time Period dropdown changes to "Custom", (2) Data filters from Dec 1 to current To date, (3) Sales/Payments/Profit recalculate for custom range	Time Period select=Custom, From date input=user value, Sales h3 amount, Sales growth %, Payments h3 amount, Payment growth %, Profit Margin %, Gross Profit amount, Sales Trend chart canvas, Top Products chart canvas
UC-DASH-010	Filter	Enter custom To date (e.g., Dec 15)	(1) Time Period dropdown changes to "Custom", (2) Data filters from current From date to Dec 15, (3) All metrics recalculate	Time Period select=Custom, To date input=user value, Sales h3 amount, Sales growth %, Payments h3 amount, Payment growth %, Profit Margin %, Gross Profit amount, Sales Trend chart canvas, Top Products chart canvas
UC-DASH-011	Filter	Enter From=Dec 1, To=Dec 10	(1) Preset = Custom, (2) Sales = sum for Dec 1-10, (3) Payments = sum for Dec 1-10, (4) Profit Margin = calculated for Dec 1-10, (5) Charts show 10 data points (Dec 1-10 labels)	Time Period select=Custom, From date input=Dec 1, To date input=Dec 10, Sales h3 amount, Sales growth %, Payments h3 amount, Payment growth %, Profit Margin %, Gross Profit amount, Sales Trend chart canvas (10 points), Top Products chart canvas

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Section: Key Metrics Cards (Row 1)

ID	Section	Action	Expected Outcome	Controls Affected
UC-DASH-012	Sales Card	View Sales card	Shows sales amount in ₹ format (e.g., ₹1,23,456), growth % vs previous period	Sales card header, h3 amount, growth indicator
UC-DASH-013	Sales Card	Sales growth positive	Green "+" percentage displayed, upward trend	growth indicator text-success class
UC-DASH-014	Sales Card	Sales growth negative	Red "-" percentage displayed	growth indicator text-danger class
UC-DASH-015	Payments Card	View Payments Received card	Shows payment amount in ₹ format, growth % displayed	Payments card
UC-DASH-016	Outstanding Card	View Outstanding card	Shows total outstanding amount, overdue count (e.g., "5 overdue")	Outstanding card, overdue count badge
UC-DASH-017	Low Stock Card	View Low Stock Items card	Shows count of low stock items	Low Stock card
UC-DASH-018	Low Stock Card	Click on Low Stock card	Navigates to /inventory page	Navigation to Inventory
UC-DASH-019	Low Stock Card	Low stock count > 0	Warning icon (yellow), "Needs attention" text in red	icon, small text
UC-DASH-020	Low Stock Card	Low stock count = 0	Success icon (green), "All good" text	icon, small text

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Section: Business Intelligence Metrics (Row 2)

ID	Section	Action	Expected Outcome	Controls Affected
UC-DASH-021	Profit Margin	View Profit Margin card	Shows profit margin %, gross profit amount (₹)	Profit Margin card
UC-DASH-022	Profit Margin	Margin > 30%	Green icon	profit margin icon
UC-DASH-023	Profit Margin	Margin 15-30%	Yellow/warning icon	profit margin icon
UC-DASH-024	Profit Margin	Margin < 15%	Red/danger icon	profit margin icon
UC-DASH-025	Cash Position	View Cash Position card	Shows net cash position in ₹, "Positive/Negative cash flow" text	Cash Position card
UC-DASH-026	Cash Position	Positive cash	Green icon, "Positive cash flow"	wallet icon, cash flow text
UC-DASH-027	Cash Position	Negative cash	Red icon, "Negative cash flow"	wallet icon, cash flow text
UC-DASH-028	Overdue	View Overdue Payments card	Shows overdue amount (₹), invoice count, breakdown badges (30d, 60d, 90+d)	Overdue card, badges
UC-DASH-029	Overdue	Click "View Details" button	Navigates to /vendor-payments page	Navigation

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Section: Business Insights Charts

ID	Section	Action	Expected Outcome	Controls Affected
UC-DASH-030	Sales Trend	View Sales Trend chart	ACTUAL CHART displays (not placeholder), shows line/bar chart with sales data for selected period	Sales Trend chart canvas
UC-DASH-031	Sales Trend	Change time period	Chart updates with new data points matching period	chart labels, chart data
UC-DASH-032	Sales Trend	Hover on chart points	Tooltip shows date and sales amount	Chart tooltip
UC-DASH-033	Payment Collection	View Payment Collection chart	ACTUAL CHART displays showing On Time/Late/Overdue percentages as pie/donut	Payment Collection chart
UC-DASH-034	Top Products	View Top Products chart	ACTUAL CHART displays horizontal bar chart with top 5 products by revenue	Top Products chart
UC-DASH-035	Top Products	Change time period	Chart updates with top products for selected period	Top Products chart data

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Section: Recent Activity Feed

ID	Section	Action	Expected Outcome	Controls Affected
UC-DASH-036	Activity	View Recent Activity	Shows up to 5 recent activities with icon, title, details, time ago	activity-feed list
UC-DASH-037	Activity	Activity has amount	Shows "+₹X" or "-₹X" with appropriate color	activity-amount
UC-DASH-038	Activity	No recent activities	Shows "No recent activity" message with icon	empty state message
UC-DASH-039	Activity	Time display	Shows "Just now", "X minutes ago", "X hours ago", "X days ago", or date	activity-time

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Section: Quick Actions

ID	Section	Action	Expected Outcome	Controls Affected
UC-DASH-040	Quick Actions	Click "New Sale" button	Navigates to /sales page	Navigation
UC-DASH-041	Quick Actions	Click "Payment" button	Navigates to /payments page	Navigation
UC-DASH-042	Quick Actions	Click "Customer" button	Navigates to /customers page	Navigation
UC-DASH-043	Quick Actions	Click "Product" button	Navigates to /products page	Navigation
UC-DASH-044	Quick Actions	Click "Receipt" button	Navigates to /receipts page	Navigation

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Section: Data Validation Requirements

ID	Validation	Requirement
UC-DASH-045	Sales Amount	Must show non-zero value when sales exist for period
UC-DASH-046	Payments Amount	Must show non-zero value when payments exist for period
UC-DASH-047	Chart Data	Charts must render actual visualizations, NOT "Chart visualization" placeholder
UC-DASH-048	Currency Format	All amounts must use Indian ₹ format with commas (₹1,23,456)
UC-DASH-049	Growth Calculation	Growth % must be calculated vs previous equivalent period
UC-DASH-050	Period Labels	Card headers and chart titles must reflect selected period

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Section: Unit Test Coverage

Test Class	Test Count	Coverage Areas	Related Use Cases
DashboardCalculationTests	25	Date calculations, growth %, profit margin thresholds, time formatting, period labels	UC-DASH-003 to UC-DASH-050

Unit Tests Summary

Location: Rabbit.Accounts.Tests/Dashboard/DashboardCalculationTests.cs

Test Categories:

1. GetStartOfWeek Tests (7 tests) - Week boundary calculations for "This Week" period filter
2. GetEndOfWeek Tests (3 tests) - Sunday calculation for week endings
3. SetDatesFromPreset Tests (9 tests) - All date range presets (Today, ThisWeek, ThisMonth, Last7Days, Last30Days, ThisYear, Custom)
4. GetTimeAgo Tests (6 tests) - Time ago formatting ("Just now", "X minutes ago", "X hours ago", "X days ago")
5. GetProfitMarginColor Tests (10 tests) - Threshold-based color coding (success/warning/danger)
6. ConvertPresetToLegacyPeriod Tests (7 tests) - Enum to string conversion
7. Growth Calculation Tests (5 tests) - Positive/negative/zero growth percentages
8. Net Cash Position Tests (3 tests) - Cash flow calculations
9. Gross Profit Tests (4 tests) - Revenue minus COGS calculations
10. Period Label Tests (12 tests) - Dynamic section titles and sales labels

Note: Dashboard is primarily a UI/display page. Service layer tests (DashboardService) would require database mocking. The pure calculation logic tested here covers all date filtering, growth calculations, and threshold-based display logic used by the dashboard.

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Total Use Cases: 50

UC-Customers: Customer Management Page Use Cases

Page: Customers.razor Route: /customers Menu Position: 2 (Customers)

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Overview

Customer management with CRUD operations, filters, Excel import, and customer directory.

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Section: Page Header & Actions

ID	Section	Action	Expected Outcome	Controls Affected
UC-CUST-001	Header	Load page	Title "Customers - [BusinessName]", h2 shows "Customers" with icon, subtitle "Manage your customer database and relationships"	PageTitle, h2, p subtitle
UC-CUST-002	Header	No business selected	Alert "Please select a business to view customers"	alert alert-info
UC-CUST-003	Actions	Click "Add Customer"	Modal opens with title "Add New Customer", empty form fields	customerModal, modal title
UC-CUST-004	Actions	Click "Import Excel"	Import modal opens with file upload field	Import modal
UC-CUST-005	Actions	Click "Download Template"	Excel template file downloads	Browser download

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Section: Customer Filters

ID	Section	Action	Expected Outcome	Controls Affected
UC-CUST-006	Filter	View filter section	Shows 4 filters: Search Customers, Customer Type, Balance Status, City + Clear/Refresh buttons	StandardFilterSection, 4 fields
UC-CUST-007	Filter	Type in Search box	Customers table filters in real-time matching name/code/contact	Search textbox, table rows
UC-CUST-008	Filter	Select "Individual" from Customer Type	Shows only Individual type customers	Customer Type select, table rows
UC-CUST-009	Filter	Select "Business" from Customer Type	Shows only Business type customers with building icon badge	Customer Type select, table rows
UC-CUST-010	Filter	Select "Clear" from Balance Status	Shows customers with ₹0 balance	Balance Status select, table rows
UC-CUST-011	Filter	Select "Current" from Balance Status	Shows customers with positive non-overdue balance	Balance Status select, table rows
UC-CUST-012	Filter	Select "Due" from Balance Status	Shows customers with due but not overdue balance	Balance Status select, table rows
UC-CUST-013	Filter	Select "Overdue" from Balance Status	Shows customers with overdue invoices	Balance Status select, table rows
UC-CUST-014	Filter	Select "Over Limit" from Balance Status	Shows customers over their credit limit	Balance Status select, table rows
UC-CUST-015	Filter	Select city (e.g., "Mumbai")	Shows only customers from Mumbai	City select, table rows
UC-CUST-016	Filter	City dropdown options	Lists all unique cities from customer data	City select options
UC-CUST-017	Filter	Click "Clear" button	All filters reset, full customer list shown	Clear btn, all filters, table rows
UC-CUST-018	Filter	Click "Refresh" button	Reloads customer data from server	Refresh btn, table rows
UC-CUST-019	Filter	Combine filters	Multiple filters AND together	All filter controls, table rows

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Section: Summary Cards

ID	Section	Action	Expected Outcome	Controls Affected
UC-CUST-020	Summary	Total Customers card	Blue border, shows total count, people icon	card border-primary, h3 text-primary, icon
UC-CUST-021	Summary	Active Customers card	Green border, shows active count, person-check icon	card border-success, h3 text-success, icon
UC-CUST-022	Summary	Outstanding Balance card	Yellow border, shows total outstanding ₹, currency icon	card border-warning, h3 text-warning, icon
UC-CUST-023	Summary	Overdue Customers card	Red border, shows overdue count, warning icon	card border-danger, h3 text-danger, icon
UC-CUST-024	Summary	Apply filter	Summary cards update to reflect filtered data	All 4 summary card values

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Section: Customer Directory Table

ID	Section	Action	Expected Outcome	Controls Affected
UC-CUST-025	Table	View table header	9 columns: Customer Code, Customer Details, Contact Info, Location, Type, Balance, Credit Limit, Status, Actions	thead th × 9
UC-CUST-026	Table	View customer row	Shows: code with hash icon, name+contact person, phone+email, city, type badge, balance (₹), credit limit (₹), status badge, 3 action buttons	tr cells
UC-CUST-027	Table	Customer Code column	Shows hash icon + code in primary color	customer-code text-primary
UC-CUST-028	Table	Customer Details column	Two lines: Customer Name (bold), Contact Person (muted with person icon)	customer-details
UC-CUST-029	Table	Contact Info column	Two lines: Phone (green phone icon), Email (envelope icon, truncated)	contact-info
UC-CUST-030	Table	Location column	City with geo-alt icon in info color	bi-geo-alt text-info
UC-CUST-031	Table	Type = Business	Blue badge "Business" with building icon	badge bg-primary
UC-CUST-032	Table	Type = Individual	Green badge "Individual" with person icon	badge bg-success
UC-CUST-033	Table	Balance column	Right-aligned, format ₹X,XX,XXX.XX	text-end
UC-CUST-034	Table	Credit Limit column	Right-aligned, format ₹X,XX,XXX	text-end
UC-CUST-035	Table	Status = Active	Green badge "Active" with check-circle icon	badge bg-success
UC-CUST-036	Table	Status = Inactive	Gray badge "Inactive" with pause-circle icon	badge bg-secondary
UC-CUST-037	Table	Max 20 rows	Table shows first 20 customers	tbody tr × 20 max
UC-CUST-038	Table	No customers	Empty state: people icon, "No customers found", "Add your first customer", Add Customer button	Empty state UI

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Section: Customer Actions

ID	Section	Action	Expected Outcome	Controls Affected
UC-CUST-039	Actions	Click View (eye icon)	Customer details modal/view opens	View modal
UC-CUST-040	Actions	Click Edit (pencil icon)	Edit modal opens with customer data pre-filled	Edit modal
UC-CUST-041	Actions	Click Delete (trash icon)	Confirmation prompt, then customer deleted	Confirm dialog, table update

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Section: Loading State

ID	Section	Action	Expected Outcome	Controls Affected
UC-CUST-042	Loading	During load	Spinner with "Loading customers..." text	spinner, loading text

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Section: Add/Edit Customer Modal

ID	Section	Action	Expected Outcome	Controls Affected
UC-CUST-043	Modal	View modal fields	Fields: Customer Code, Name*, Contact Person, Phone*, Email, Customer Type, Address, City, Credit Limit	Modal form fields
UC-CUST-044	Modal	Submit without required	Validation messages for required fields	ValidationMessage components
UC-CUST-045	Modal	Save successfully	Spinner, customer saved, modal closes, table refreshes	Modal close, table update

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Section: Data Validation

ID	Validation	Requirement
UC-CUST-046	Customer Count	Must show customers when data exists
UC-CUST-047	Outstanding Total	Sum of all customer balances
UC-CUST-048	Cities Available	Dynamically populated from customer data
UC-CUST-049	Currency Format	All ₹ amounts use Indian format (₹X,XX,XXX)
UC-CUST-050	Filter Consistency	Summary cards and table always match

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Section: Unit Test Coverage

Test Class	Test Count	Coverage Areas	Related Use Cases
CustomerBalanceTests	41	Credit calculations, balance status thresholds, display formatting, customer types	UC-CUST-010 to UC-CUST-014, UC-CUST-027, UC-CUST-030, UC-CUST-033, UC-CUST-034

Unit Tests Summary

Location: Rabbit.Accounts.Tests/Customers/CustomerBalanceTests.cs

Test Categories:

1. AvailableCredit Tests (5 tests) - Credit limit minus balance calculations
2. IsOverLimit Tests (5 tests) - Over credit limit detection including boundary cases
3. DaysSinceLastPayment Tests (4 tests) - Payment aging calculations
4. BalanceStatus Tests (13 tests) - Clear/Current/Due/Overdue/Long Overdue/Over Limit status determination with boundary tests
5. DisplayName Tests (3 tests) - Customer code and name formatting
6. FullAddress Tests (4 tests) - Address component joining with comma separation
7. CustomerTypes Tests (7 tests) - Type validation (Retail/Wholesale/Distributor)

Business Logic Thresholds:

• Clear: Balance ≤ 0
• Over Limit: Balance > Credit Limit (takes precedence over age-based statuses)
• Long Overdue: Last payment > 90 days ago
• Overdue: Last payment > 60 days ago
• Due: Last payment > 30 days ago
• Current: Last payment ≤ 30 days ago

Note: Customer management is primarily CRUD operations. Service layer tests would require database mocking. These tests cover all computed properties used for display and status determination.

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Total Use Cases: 50

UC-PROD: Products Page Use Cases

Page: Products.razor Route: /products Menu Position: 3 (Products)

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Overview

Product management with inventory view, batch view, filters, Excel import, and CRUD operations.

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Section: Page Header & View Tabs

ID	Section	Action	Expected Outcome	Controls Affected
UC-PROD-001	Header	Load Products page	Page title "Products - [BusinessName]", h2 shows "Products", Products tab is active (btn-primary)	PageTitle, h2 title, Products btn active
UC-PROD-002	Header	No business selected	Alert shows "Please select a business to view products"	alert alert-info
UC-PROD-003	Tabs	Click Products tab	View switches to Products, header says "Products", Add Product/Import Excel/Download Template buttons show	Products btn active, h2="Products", action buttons
UC-PROD-004	Tabs	Click Inventory tab	View switches to Inventory, header says "Products - Inventory View", Refresh Inventory/Adjust Stock buttons show	Inventory btn active, h2="Products - Inventory View", action buttons
UC-PROD-005	Tabs	Click Batches tab	View switches to Batches, header says "Products - Batch View", Refresh Batches/Batch Details buttons show	Batches btn active, h2="Products - Batch View", action buttons

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Section: Products View - Action Buttons

ID	Section	Action	Expected Outcome	Controls Affected
UC-PROD-006	Actions	Click "Add Product"	Modal opens with title "Add New Product", empty form fields	productModal opens, modal-title="Add New Product"
UC-PROD-007	Actions	Click "Import Excel"	Import modal opens with file upload field	importModal opens
UC-PROD-008	Actions	Click "Download Template"	Excel template file downloads	Browser download

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Section: Product Filters

ID	Section	Action	Expected Outcome	Controls Affected
UC-PROD-009	Filter	View filter section	Shows 4 filters: Search Products, Category, Stock Level, Price Range	StandardFilterSection, 4 filter fields
UC-PROD-010	Filter	Type in Search box	Products table filters in real-time (debounced) to match search term in product name/code	Search textbox, products table rows
UC-PROD-011	Filter	Select "Smartphones" from Category	Products table shows only Smartphones category products, Filtered count updates	Category select, summary-filtered, table rows
UC-PROD-012	Filter	Select "Low Stock" from Stock Level	Products table shows only products with stock <= 10, status badge = "Low Stock"	Stock Level select, table rows, status badges
UC-PROD-013	Filter	Select "Out of Stock" from Stock Level	Products table shows only products with stock = 0, status badge = "Out of Stock"	Stock Level select, table rows
UC-PROD-014	Filter	Select "In Stock" from Stock Level	Products table shows products with stock > 10	Stock Level select, table rows
UC-PROD-015	Filter	Select "Under ₹5,000" from Price Range	Products table shows only products with price < 5000	Price Range select, table rows
UC-PROD-016	Filter	Select "₹5,000 - ₹10,000"	Products with price 5000-10000 shown	Price Range select, table rows
UC-PROD-017	Filter	Select "₹10,000 - ₹20,000"	Products with price 10000-20000 shown	Price Range select, table rows
UC-PROD-018	Filter	Select "Over ₹20,000"	Products with price > 20000 shown	Price Range select, table rows
UC-PROD-019	Filter	Click "Clear" button	All filters reset to defaults, full product list shown	Clear btn, all filter controls, table rows
UC-PROD-020	Filter	Combine filters	Multiple filters AND together (e.g., Smartphones + Low Stock)	All filter controls, table rows

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Section: Products Summary Row

ID	Section	Action	Expected Outcome	Controls Affected
UC-PROD-021	Summary	View summary	Shows: (1) "Total: X items" = total products, (2) "Filtered: X items" = after filters, (3) "Stock: X units" = sum of filtered stock, (4) "Filtered Value: ₹X" = sum of (stock × price)	summary-count, summary-filtered, summary-stock, summary-value
UC-PROD-022	Summary	Apply filter	Filtered count, Stock units, and Filtered Value recalculate for filtered products	summary-filtered, summary-stock, summary-value

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Section: Products Table

ID	Section	Action	Expected Outcome	Controls Affected
UC-PROD-023	Table	View table headers	8 columns: Product Name, Code, Category, Price, Stock, Stock Value, Status, Actions	thead th × 8
UC-PROD-024	Table	View product row	Shows: product name, code, category name, price (₹X,XX,XXX.XX), stock count, stock value (₹X), status badge, Edit/Delete buttons	tr cells
UC-PROD-025	Table	Stock <= 10	Stock number shows red bold text, Status = "Low Stock" yellow badge	product-stock text-danger fw-bold, badge bg-warning
UC-PROD-026	Table	Stock = 0	Status = "Out of Stock" red badge	badge bg-danger
UC-PROD-027	Table	Stock > 10	Stock shows green text, Status = "In Stock" green badge	product-stock text-success, badge bg-success
UC-PROD-028	Table	Stock 11-50	Stock shows yellow/warning text	product-stock text-warning
UC-PROD-029	Table	Price column	Right-aligned, format ₹X,XX,XXX.XX	product-price text-end
UC-PROD-030	Table	Stock Value	Right-aligned, green, format ₹X,XX,XXX	product-stock-value text-end text-success
UC-PROD-031	Table	Max rows	Shows max 25 rows (pagination if more)	tbody tr × 25 max
UC-PROD-032	Table	No products	Empty state: "No products found" heading, "Add some products to get started"	products-empty-state

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Section: Product Actions

ID	Section	Action	Expected Outcome	Controls Affected
UC-PROD-033	Actions	Click Edit button	Modal opens with title "Edit Product", form pre-filled with product data	productModal, modal-title="Edit Product", all form fields populated
UC-PROD-034	Actions	Click Delete button	Confirmation prompt, then product deleted from list	Confirmation dialog, product removed from table

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Section: Add/Edit Product Modal

ID	Section	Action	Expected Outcome	Controls Affected
UC-PROD-035	Modal	View modal fields	Fields: Product Name*, Product Code*, Description, Unit Price*, Unit*, Current Stock, Minimum Stock Level, Category	8 form fields
UC-PROD-036	Modal	Submit without required fields	Validation messages show for Product Name, Product Code, Unit Price, Unit	ValidationMessage components
UC-PROD-037	Modal	Enter valid data and submit	Spinner shows, product saved, modal closes, table refreshes with new/updated product	spinner, modal closes, table updates
UC-PROD-038	Modal	Click Cancel	Modal closes, no changes saved	Modal closes
UC-PROD-039	Modal	Click X button	Modal closes	Modal closes

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Section: Excel Import Modal

ID	Section	Action	Expected Outcome	Controls Affected
UC-PROD-040	Import	View import modal	File upload field, "Supported formats: .xlsx, .xls", Cancel/Import buttons	InputFile, format text, buttons
UC-PROD-041	Import	Select file	File info shows: name, size in KB	alert alert-info with file details
UC-PROD-042	Import	Click Import Products	Spinner shows, import processes	spinner, processing
UC-PROD-043	Import	Import success	Shows 3 cards: Total Rows, Successful, Failed. If errors: warning list	Summary cards, error list
UC-PROD-044	Import	Import errors	Orange warning shows first 10 errors with row numbers	alert alert-warning, error list
UC-PROD-045	Import	Click "Import Another File"	Resets modal for new import	Modal resets
UC-PROD-046	Import	Click Close after import	Modal closes, products table refreshes	Modal closes, table refreshes

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Section: Inventory View (UC-PROD-047 to UC-PROD-070)

ID	Section	Action	Expected Outcome	Controls Affected
UC-PROD-047	Inventory	Click Inventory tab	Switches to inventory view showing stock levels	Inventory btn active
UC-PROD-048	Inventory	View table headers	Columns: Product, Current Stock, Reserved, Available, Reorder Level, Status	thead
UC-PROD-049	Inventory	Available calculation	Available = Current Stock - Reserved	Available column
UC-PROD-050	Inventory	Below reorder	Yellow warning badge "Reorder"	badge bg-warning
UC-PROD-051	Inventory	Click Adjust Stock	Opens stock adjustment modal	Adjust Stock btn
UC-PROD-052	Inventory	Click Refresh Inventory	Reloads inventory data	Refresh Inventory btn

---

Section: Batches View (UC-PROD-053 to UC-PROD-070)

ID	Section	Action	Expected Outcome	Controls Affected
UC-PROD-053	Batches	Click Batches tab	Switches to batch view showing FIFO batches	Batches btn active
UC-PROD-054	Batches	View table headers	Columns: Product, Batch #, Receipt Date, Qty Received, Qty Remaining, Unit Cost, Total Value	thead
UC-PROD-055	Batches	Sort order	Batches ordered by Receipt Date (FIFO)	Data ordering
UC-PROD-056	Batches	Click Batch Details	Opens batch detail modal	Batch Details btn
UC-PROD-057	Batches	Click Refresh Batches	Reloads batch data	Refresh Batches btn

---

Section: Data Validation Requirements

ID	Validation	Requirement
UC-PROD-058	Product Count	Must show products when products exist in database
UC-PROD-059	Currency Format	All ₹ amounts use Indian format (₹X,XX,XXX.XX)
UC-PROD-060	Stock Accuracy	Stock values must match InventoryCostLayer remaining quantities
UC-PROD-061	FIFO Order	Batch view must show oldest batches first

---

Section: Unit Test Coverage

Test Class	Test Count	Coverage Areas	Related Use Cases
ProductInventoryTests	61	Price calculations, stock status, price range filtering, inventory levels, reorder logic	UC-PROD-012 to UC-PROD-018, UC-PROD-025 to UC-PROD-030, UC-PROD-049, UC-PROD-050

Unit Tests Summary

Location: Rabbit.Accounts.Tests/Products/ProductInventoryTests.cs

Test Categories:

1. PriceWithTax Tests (5 tests) - GST calculations (0%, 5%, 18%, 28%) with decimal precision
2. DisplayName Tests (3 tests) - Product code and name formatting
3. AvailableStock Tests (4 tests) - Current stock minus reserved calculations
4. Stock Status Tests (10 tests) - Out of Stock/Low Stock/Adequate/In Stock categorization
5. Price Range Filter Tests (15 tests) - Under ₹5K/₹5K-10K/₹10K-20K/Over ₹20K filtering
6. Stock Value Tests (4 tests) - Stock × UnitPrice calculations
7. IsLowStock Tests (4 tests) - Available stock vs minimum level comparison
8. NeedsReorder Tests (3 tests) - Available stock vs reorder level comparison
9. UnitsOfMeasurement Tests (8 tests) - Valid unit validation (Pieces/Dozens/Kilos/Liters/Meters/Pairs)

Stock Status Thresholds:

• Out of Stock: Stock = 0
• Low Stock: Stock ≤ 10
• Adequate: Stock 11-50 (warning level)
• In Stock: Stock > 50

Price Range Boundaries:

• Under ₹5,000: price < 5000
• ₹5,000 - ₹10,000: 5000 ≤ price ≤ 10000
• ₹10,000 - ₹20,000: 10000 < price ≤ 20000
• Over ₹20,000: price > 20000

---

Total Use Cases: 61

UC-BATMGT: Batches Page Use Cases

Page: Batches.razor Route: /batches Menu Position: 4 (Batches)

---

Overview

Inventory batches management showing FIFO cost layers with batch details and remaining quantities.

---

Section: Page Header

ID	Section	Action	Expected Outcome	Controls Affected
UC-BATMGT-001	Header	Load Batches page	Card header shows "Inventory Batches" with boxes icon, blue background	card-header bg-primary, h4, fa-boxes icon

---

Section: Loading & Empty States

ID	Section	Action	Expected Outcome	Controls Affected
UC-BATMGT-002	Loading	During load	Spinner centered in card body	spinner-border text-primary
UC-BATMGT-003	Empty State	No batch data	Info alert "No batch data available" with info icon	alert alert-info

---

Section: Batches Table

ID	Section	Action	Expected Outcome	Controls Affected
UC-BATMGT-004	Table	View table headers	7 columns: Batch Number, Product, Receipt Date, Unit Cost, Remaining Qty, Total Value, Action	thead table-dark, 7 th
UC-BATMGT-005	Table	View batch row	Shows all columns with batch data	tr row
UC-BATMGT-006	Table	Batch Number column	Bold batch number	strong
UC-BATMGT-007	Table	Product column	Product name from GoodsReceiptItem.Product	Product cell
UC-BATMGT-008	Table	Receipt Date column	Format: "dd-MMM-yyyy" (e.g., "19-Dec-2025")	Date cell
UC-BATMGT-009	Table	Unit Cost column	Right-aligned ₹X,XX,XXX.XX	text-end
UC-BATMGT-010	Table	Remaining Qty column	Right-aligned integer	text-end
UC-BATMGT-011	Table	Total Value column	Bold, right-aligned ₹X,XX,XXX.XX (RemainingQty × UnitCost)	text-end strong
UC-BATMGT-012	Table	Table styling	Striped and hover effects	table-striped table-hover
UC-BATMGT-013	Table	Only show active batches	Only batches with RemainingQuantity > 0 shown	Filtered data
UC-BATMGT-014	Table	Sort order	Sorted by Receipt Date ascending (FIFO order)	Data order

---

Section: Batch Actions

ID	Section	Action	Expected Outcome	Controls Affected
UC-BATMGT-015	Actions	Click "View Details" button	Modal opens with batch details	JS modal

---

Section: Batch Details Modal

ID	Section	Action	Expected Outcome	Controls Affected
UC-BATMGT-016	Modal	View modal title	"Batch [BatchNumber] Details"	Modal title
UC-BATMGT-017	Modal	Left column info	Product, Product Code, Unit Cost, Original Quantity, Remaining Quantity	Left column
UC-BATMGT-018	Modal	Right column info	Receipt Date, Receipt Number, Total Value, Allocated Quantity	Right column
UC-BATMGT-019	Modal	Allocated Quantity	Original - Remaining = Allocated	Calculated field
UC-BATMGT-020	Modal	Total Value	RemainingQuantity × UnitCost	Calculated field

---

Section: Data Validation Requirements

ID	Validation	Requirement
UC-BATMGT-021	Batch Loading	Must show batches when InventoryCostLayers exist for business
UC-BATMGT-022	FIFO Order	Batches must be displayed in FIFO order (oldest first)
UC-BATMGT-023	Active Batches Only	Only batches with RemainingQuantity > 0 displayed
UC-BATMGT-024	Currency Format	All ₹ amounts use Indian format (₹X,XX,XXX.XX)
UC-BATMGT-025	Business Filter	Only batches for current business shown

---

Section: Unit Test Coverage

Test Class	Test Count	Coverage Areas	Related Use Cases
BatchCalculationTests	28	Total value, allocated quantity, FIFO ordering, active batch filtering, consumption logic	UC-BATMGT-011, UC-BATMGT-019, UC-BATMGT-020, UC-BATMGT-022, UC-BATMGT-023

Unit Tests Summary

Location: Rabbit.Accounts.Tests/Batches/BatchCalculationTests.cs

Test Categories:

1. Total Value Tests (5 tests) - RemainingQuantity × UnitCost calculations with edge cases
2. Allocated Quantity Tests (4 tests) - OriginalQuantity - RemainingQuantity calculations
3. FIFO Order Tests (2 tests) - Sorting by ReceiptDate ascending (oldest first)
4. Active Batch Filter Tests (3 tests) - RemainingQuantity > 0 filtering
5. Batch Consumption Tests (7 tests) - Single batch and multi-batch FIFO consumption with weighted average cost
6. Date Formatting Tests (4 tests) - dd-MMM-yyyy format validation

FIFO Consumption Logic:

• Batches sorted by ReceiptDate ascending
• Oldest batches consumed first
• Partial consumption supported
• Weighted average cost calculated from consumed batches

---

Total Use Cases: 25

UC-Vendors: Vendor Management Page Use Cases

Page: Vendors.razor Route: /vendors Menu Position: 5 (Vendors)

---

Overview

Vendor management with CRUD operations, filters, ratings, and vendor directory.

---

Section: Page Header & Actions

ID	Section	Action	Expected Outcome	Controls Affected
UC-VEND-001	Header	Load page	Title "Vendor Management - [BusinessName]", h2 shows "Vendor Management" with truck icon	PageTitle, h2
UC-VEND-002	Header	No business selected	Alert "Please select a business to view vendors"	alert alert-info
UC-VEND-003	Actions	Click "Add Vendor" (top right)	Modal opens with title "Add New Vendor", empty form	vendorModal
UC-VEND-004	Actions	Click "Add Vendor" (button bar)	Same - modal opens	vendorModal

---

Section: Vendor Filters

ID	Section	Action	Expected Outcome	Controls Affected
UC-VEND-005	Filter	View filter row	4 dropdown filters: Type, Status, Rating, Location	4 select elements
UC-VEND-006	Filter	Select "Supplier" from Type	Shows only Supplier type vendors	Type select, table rows
UC-VEND-007	Filter	Select "Manufacturer" from Type	Shows only Manufacturer type vendors	Type select, table rows
UC-VEND-008	Filter	Select "Distributor" from Type	Shows only Distributor type vendors	Type select, table rows
UC-VEND-009	Filter	Select "Service Provider" from Type	Shows only Service Provider type vendors	Type select, table rows
UC-VEND-010	Filter	Select "Active" from Status	Shows only active vendors	Status select, table rows
UC-VEND-011	Filter	Select "Inactive" from Status	Shows only inactive vendors	Status select, table rows
UC-VEND-012	Filter	Select "5 Star (Excellent)"	Shows vendors with rating = 5.0	Rating select, table rows
UC-VEND-013	Filter	Select "4+ Star (Very Good)"	Shows vendors with rating >= 4.0	Rating select, table rows
UC-VEND-014	Filter	Select "3+ Star (Good)"	Shows vendors with rating >= 3.0	Rating select, table rows
UC-VEND-015	Filter	Select "Below 3 Star"	Shows vendors with rating < 3.0	Rating select, table rows
UC-VEND-016	Filter	Select location (e.g., "Mumbai")	Shows vendors from Mumbai only	Location select, table rows
UC-VEND-017	Filter	Location options	Major Indian cities	Location select options

---

Section: Summary Stats Row

ID	Section	Action	Expected Outcome	Controls Affected
UC-VEND-018	Summary	Total count	Shows "Total: X items" (total vendors)	summary-count
UC-VEND-019	Summary	Filtered count	Shows "Filtered: X items" (after filter applied)	summary-filtered
UC-VEND-020	Summary	Average Rating	Shows "Avg Rating: X.X" (average of all ratings)	summary-rating
UC-VEND-021	Summary	Active count	Shows "Active: X vendors" (count of active)	summary-active
UC-VEND-022	Summary	Apply filter	All summary stats recalculate for filtered data	All 4 summary values

---

Section: Vendor Directory Table

ID	Section	Action	Expected Outcome	Controls Affected
UC-VEND-023	Table	View table headers	8 columns: Code, Vendor Name, Contact, Phone, Type, Rating, Status, Actions	thead th × 8
UC-VEND-024	Table	View vendor row	Shows: bold code, name+email, contact person, phone, type badge, star rating, status badge, 3 buttons	tr cells
UC-VEND-025	Table	Code column	Bold vendor code	strong
UC-VEND-026	Table	Vendor Name column	Two lines: Vendor Name, Email (muted)	d-flex flex-column
UC-VEND-027	Table	Contact column	Contact person name, or "Not Specified" italic	Cell text
UC-VEND-028	Table	Phone column	Phone number, or "Not Specified" italic	Cell text
UC-VEND-029	Table	Type = Supplier	Info badge "Supplier"	badge bg-info
UC-VEND-030	Table	Type = Manufacturer	Info badge "Manufacturer"	badge bg-info
UC-VEND-031	Table	Type = Distributor	Info badge "Distributor"	badge bg-info
UC-VEND-032	Table	Type = Not Specified	Italic "Not Specified" text	text-muted fst-italic
UC-VEND-033	Table	Rating display	Star icons (★ filled, ☆ empty) + numeric	Rating cell
UC-VEND-034	Table	Rating 4+ stars	Shows filled stars appropriately	Star rating display
UC-VEND-035	Table	Rating 0.0	Shows "☆☆☆☆☆ 0.0" all empty stars	5 empty stars
UC-VEND-036	Table	Status = Active	Green badge "Active"	badge bg-success
UC-VEND-037	Table	Status = Inactive	Gray badge "Inactive"	badge bg-secondary
UC-VEND-038	Table	No vendors	Empty state with search icon, "No vendors found", "Try adjusting your filters"	Empty state UI

---

Section: Vendor Actions

ID	Section	Action	Expected Outcome	Controls Affected
UC-VEND-039	Actions	Click "View"	Vendor details view/modal opens	View modal
UC-VEND-040	Actions	Click "Edit"	Edit modal opens with vendor data pre-filled	Edit modal
UC-VEND-041	Actions	Click "Delete"	Confirmation prompt, then vendor deleted	Confirm dialog, table update

---

Section: Add/Edit Vendor Modal

ID	Section	Action	Expected Outcome	Controls Affected
UC-VEND-042	Modal	View modal fields	Fields: Vendor Code (auto-gen), Vendor Name*, Contact Person, Phone, Email, Vendor Type	6 form fields
UC-VEND-043	Modal	Vendor Code	Auto-generated if empty, placeholder text	vendor-code-input
UC-VEND-044	Modal	Type dropdown	Options: Supplier, Manufacturer, Distributor, Service Provider	InputSelect
UC-VEND-045	Modal	Submit without name	Validation error for required Vendor Name	ValidationMessage
UC-VEND-046	Modal	Email validation	Validates email format on blur	vendor-email-input
UC-VEND-047	Modal	Validation errors	Red alert box with error list	alert alert-danger
UC-VEND-048	Modal	Validation warnings	Yellow alert box with warning list	alert alert-warning
UC-VEND-049	Modal	Validating state	Save button disabled, shows "Validating" with spinner	Button state
UC-VEND-050	Modal	Save successfully	Spinner, vendor saved, modal closes, table refreshes	Modal close, table update

---

Section: Data Validation

ID	Validation	Requirement
UC-VEND-051	Vendor Count	Must show vendors when data exists
UC-VEND-052	Average Rating	Average of all vendor ratings
UC-VEND-053	Active Count	Count of active vendors
UC-VEND-054	Type Distribution	Correct vendor type badges
UC-VEND-055	Rating Range	0.0 to 5.0 range

---

Section: Unit Test Coverage

Test Class	Test Count	Coverage Areas	Related Use Cases
VendorCalculationTests	53	Rating filters, average calculations, star display, type validation, summary stats	UC-VEND-006 to UC-VEND-015, UC-VEND-018 to UC-VEND-022, UC-VEND-029 to UC-VEND-037, UC-VEND-043

Unit Tests Summary

Location: Rabbit.Accounts.Tests/Vendors/VendorCalculationTests.cs

Test Categories:

1. Rating Filter Tests (13 tests) - 5-star/4+/3+/Below 3 categorization with boundary tests
2. Average Rating Tests (5 tests) - Average calculation with precision handling
3. Star Display Tests (5 tests) - ★/☆ display formatting with clamping for out-of-range values
4. Vendor Type Validation Tests (8 tests) - Supplier/Manufacturer/Distributor/Service Provider validation
5. Vendor Code Generation Tests (5 tests) - VND-XXXX format generation
6. Summary Statistics Tests (3 tests) - Total/Filtered/Active/AvgRating calculations
7. Type Badge Tests (6 tests) - Badge class assignment by vendor type
8. Status Tests (3 tests) - Active/Inactive filtering and badge classes

Rating Filter Categories:

• 5 Star (Excellent): rating = 5.0
• 4+ Star (Very Good): rating ≥ 4.0
• 3+ Star (Good): rating ≥ 3.0
• Below 3 Star: rating < 3.0

---

Total Use Cases: 55

UC-SALESORD: Sales Orders Page Use Cases

Page: Sales.razor Route: /sales Menu Position: 6 (Sales)

---

Overview

Sales order management with create, edit, view, filter, and payment tracking capabilities.

---

Section: Page Header & Actions

ID	Section	Action	Expected Outcome	Controls Affected
UC-SALESORD-001	Header	Load Sales Orders page	Title "Sales Orders - [BusinessName]", h2 shows "Sales Orders" with cart icon	PageTitle, h2, fa-shopping-cart icon
UC-SALESORD-002	Header	No business selected	Alert "Please select a business to view sales"	alert alert-info
UC-SALESORD-003	Actions	Click "New Sale" button	Modal opens with title "New Sales Order", empty form fields	salesOrderModal, modal-title
UC-SALESORD-004	Empty State	No sales orders	Shows cart icon, "No Sales Orders Found" heading, "Create First Sale" button	Empty state UI
UC-SALESORD-005	Empty State	Click "Create First Sale"	Opens New Sales Order modal	salesOrderModal

---

Section: Loading State

ID	Section	Action	Expected Outcome	Controls Affected
UC-SALESORD-006	Loading	During load	Spinner with "Loading sales orders..." text	spinner-border, loading text

---

Section: Sales Filters

ID	Section	Action	Expected Outcome	Controls Affected
UC-SALESORD-007	Filter	View filter section	4 filters: Customer search, Order Status, Date Range, Payment Status	StandardFilterSection, 4 filter fields
UC-SALESORD-008	Filter	Type in Customer search	Table filters by customer name in real-time	customer search input, table rows
UC-SALESORD-009	Filter	Select "Pending" from Order Status	Shows only Pending status orders	Order Status select, table rows
UC-SALESORD-010	Filter	Select "Completed" from Order Status	Shows only Completed status orders	Order Status select, table rows
UC-SALESORD-011	Filter	Select "Cancelled" from Order Status	Shows only Cancelled status orders	Order Status select, table rows
UC-SALESORD-012	Filter	Select date range using DateRangeFilter	Orders filtered to selected date range	DateRangeFilter, table rows
UC-SALESORD-013	Filter	Select "Unpaid" from Payment Status	Shows orders with ₹0 paid	Payment Status select, table rows
UC-SALESORD-014	Filter	Select "Partially Paid" from Payment Status	Shows orders with partial payment	Payment Status select, table rows
UC-SALESORD-015	Filter	Select "Fully Paid" from Payment Status	Shows orders fully paid	Payment Status select, table rows
UC-SALESORD-016	Filter	Select "Overdue" from Payment Status	Shows orders past due date with balance	Payment Status select, table rows
UC-SALESORD-017	Filter	Click "Clear" in filter section	All filters reset, full order list shown	Clear btn, all filters, table rows
UC-SALESORD-018	Filter	Combine multiple filters	Filters AND together (e.g., Pending + Unpaid)	All filter controls, table rows

---

Section: Summary Row

ID	Section	Action	Expected Outcome	Controls Affected
UC-SALESORD-019	Summary	View summary row	Shows: Total X orders, Filtered X orders, Total Value ₹X, Outstanding ₹X	summary-count, summary-filtered, summary-value, summary-outstanding
UC-SALESORD-020	Summary	Apply filter	All 4 summary values recalculate for filtered orders	All summary fields
UC-SALESORD-021	Summary	Total Value calculation	Sum of TotalAmount for filtered orders	summary-value
UC-SALESORD-022	Summary	Outstanding calculation	Sum of BalanceAmount for filtered orders	summary-outstanding

---

Section: Sales Orders Table

ID	Section	Action	Expected Outcome	Controls Affected
UC-SALESORD-023	Table	View table headers	10 columns: Order #, Date, Customer, Items, Total Amount, Paid Amount, Balance, Status, Payment Status, Actions	thead th × 10
UC-SALESORD-024	Table	View order row	Shows all columns with correct formatting	tr cells
UC-SALESORD-025	Table	Order # column	Shows order number (bold), notes below if exists (muted)	Order # td
UC-SALESORD-026	Table	Date column	Shows date "dd MMM yyyy", due date below if exists	Date td
UC-SALESORD-027	Table	Customer column	Customer name, phone number below if exists	Customer td
UC-SALESORD-028	Table	Items column	Badge showing "X items" count	badge bg-info
UC-SALESORD-029	Table	Total Amount column	Green bold ₹X,XX,XXX.XX format	text-success strong
UC-SALESORD-030	Table	Paid Amount column	Blue ₹X,XX,XXX.XX format	text-primary
UC-SALESORD-031	Table	Balance > 0	Red ₹X,XX,XXX.XX format	text-danger
UC-SALESORD-032	Table	Balance = 0	Green ₹0.00 format	text-success
UC-SALESORD-033	Table	Status = Pending	Badge styling for Pending status	Status badge
UC-SALESORD-034	Table	Status = Completed	Badge styling for Completed status	Status badge
UC-SALESORD-035	Table	Status = Cancelled	Badge styling for Cancelled status	Status badge
UC-SALESORD-036	Table	Payment = Unpaid	Badge for unpaid orders	Payment badge
UC-SALESORD-037	Table	Payment = Partial	Badge for partially paid orders	Payment badge
UC-SALESORD-038	Table	Payment = Paid	Badge for fully paid orders	Payment badge
UC-SALESORD-039	Table	Payment = Overdue	Badge for overdue orders	Payment badge
UC-SALESORD-040	Table	No matching orders	Empty state: search icon, "No sales orders found", "Try adjusting filters"	Empty state in table

---

Section: Order Actions

ID	Section	Action	Expected Outcome	Controls Affected
UC-SALESORD-041	Actions	Click "View" button	Opens order detail view/modal	View modal
UC-SALESORD-042	Actions	Click "Edit" button	Opens edit modal with order data pre-filled	Edit modal
UC-SALESORD-043	Actions	Click "Delete" button	Confirmation prompt, then order deleted	Confirm dialog, table update

---

Section: Add/Edit Sales Order Modal

ID	Section	Action	Expected Outcome	Controls Affected
UC-SALESORD-044	Modal	View New Sales Order modal	Title "New Sales Order", empty form fields	Modal title, form
UC-SALESORD-045	Modal	View Edit Sales Order modal	Title "Edit Sales Order", pre-filled form	Modal title, form
UC-SALESORD-046	Modal	Order Number field	Required field, text input	Order Number input
UC-SALESORD-047	Modal	Order Date field	Required field, date picker	Order Date input
UC-SALESORD-048	Modal	Customer dropdown	Lists all customers, required field	Customer select
UC-SALESORD-049	Modal	Customers loading	Shows "Loading customers..." disabled	Customer select disabled
UC-SALESORD-050	Modal	Status dropdown	Options: Pending, Confirmed, Shipped, Delivered, Cancelled	Status select
UC-SALESORD-051	Modal	Total Amount field	Required field, number input with step 0.01	Total Amount input
UC-SALESORD-052	Modal	Discount Amount field	Optional field, number input	Discount Amount input
UC-SALESORD-053	Modal	Notes field	Optional textarea, 3 rows	Notes textarea
UC-SALESORD-054	Modal	Submit without required	Validation messages for Order Number, Order Date, Customer, Total Amount	ValidationMessage components
UC-SALESORD-055	Modal	Click "Save Order"	Spinner shows, order saved, modal closes, table refreshes	spinner, modal close, table refresh
UC-SALESORD-056	Modal	Click "Update" (edit mode)	Spinner shows, order updated, modal closes	spinner, modal close, table refresh
UC-SALESORD-057	Modal	Click "Cancel"	Modal closes, no changes saved	Modal closes
UC-SALESORD-058	Modal	Saving state	Save button disabled, spinner visible	Button state

---

Section: Data Validation Requirements

ID	Validation	Requirement
UC-SALESORD-059	Order Count	Must show orders when sales exist in database
UC-SALESORD-060	Currency Format	All ₹ amounts use Indian format (₹X,XX,XXX.XX)

---

Section: Unit Test Coverage

Test Class	Test Count	Coverage Areas	Related Use Cases
SalesOrderCalculationTests	42	Balance, payment status, order status badges, summary calculations, discounts, date filtering	UC-SALESORD-013 to UC-SALESORD-016, UC-SALESORD-021, UC-SALESORD-022, UC-SALESORD-028 to UC-SALESORD-039

Unit Tests Summary

Location: Rabbit.Accounts.Tests/Sales/SalesOrderCalculationTests.cs

Test Categories:

1. Balance Calculation Tests (4 tests) - TotalAmount minus PaidAmount with edge cases
2. Payment Status Tests (7 tests) - Unpaid/PartiallyPaid/Paid/Overdue determination
3. Order Status Badge Tests (13 tests) - Badge classes and status validation
4. Payment Status Badge Tests (4 tests) - Badge class by payment status
5. Summary Calculation Tests (3 tests) - Total value and outstanding balance sums
6. Discount Calculation Tests (3 tests) - Final amount after discount
7. Item Count Display Tests (5 tests) - "X items" pluralization
8. Date Filtering Tests (3 tests) - Date range boundary testing

Payment Status Logic:

• Paid: Balance ≤ 0
• Overdue: Balance > 0 AND DueDate < Today
• PartiallyPaid: Balance > 0 AND PaidAmount > 0
• Unpaid: Balance > 0 AND PaidAmount = 0

---

Total Use Cases: 60

FIFO Sales Use Cases (FifoSales.razor)

ID	Section	Action	Expected Outcome	Controls
UC-FIFO-001	Page Load	Navigate to /fifo-sales	Loads FIFO sales dashboard	Container
UC-FIFO-002	Auth	CustomerOperator required	Authorized access	Authorize
UC-FIFO-003	Header	New FIFO Sale button	ShowNewSaleModal opens modal	Button primary
UC-FIFO-004	Loading	Data loading	Shows spinner with text	Spinner
UC-FIFO-005	Summary Card	Total Sales	₹N2 totalSalesAmount	Card primary
UC-FIFO-006	Summary Card	Total Profit	₹N2 totalProfit	Card success
UC-FIFO-007	Summary Card	Avg Profit Margin	N1% averageProfitMargin	Card info
UC-FIFO-008	Summary Card	Sales Count	salesAnalysis.Count	Card warning
UC-FIFO-009	Table	Date column	dd/MM/yyyy HH:mm format	td small
UC-FIFO-010	Table	Product column	Bold product name	td strong
UC-FIFO-011	Table	Quantity	Badge bg-primary	Badge
UC-FIFO-012	Table	Batch Info	BatchNumber + Date stacked	td flex-column
UC-FIFO-013	Table	Cost/Unit	₹N2 text-success	Span
UC-FIFO-014	Table	Sale Price	₹N2 text-primary	Span
UC-FIFO-015	Table	Profit/Unit	₹N2 conditional color	Span
UC-FIFO-016	Table	Total Profit	₹N2 conditional color	Span
UC-FIFO-017	Table	Margin %	N1% conditional color	Span
UC-FIFO-018	Empty State	No sales	Icon + message + create btn	Div text-center
UC-FIFO-019	Table Limit	Display	Take(20) records	Take
UC-FIFO-020	Modal	Show modal	showModal JS call	Modal
UC-FIFO-021	Modal	Customer select	customers dropdown	Select
UC-FIFO-022	Modal	Product select	products dropdown	Select
UC-FIFO-023	Modal	Quantity input	saleQuantity min=1	Input number
UC-FIFO-024	Modal	Unit Selling Price	unitSellingPrice step=0.01	Input number
UC-FIFO-025	Batch Preview	No product selected	Info icon + message	Div text-center
UC-FIFO-026	Batch Preview	Invalid preview	Alert danger with error	Alert danger
UC-FIFO-027	Batch Preview	Valid preview	Summary + batch cards + profit	Card
UC-FIFO-028	Preview Summary	Requested qty	RequestedQuantity	Strong text-primary
UC-FIFO-029	Preview Summary	Available qty	TotalInventoryAvailable	Strong text-success
UC-FIFO-030	Preview Summary	Avg Cost	₹N2 WeightedAverageCost	Strong text-info
UC-FIFO-031	Batch Card	Batch number	Strong header	Card header
UC-FIFO-032	Batch Card	Batch date	dd/MM/yyyy format	Small text-muted
UC-FIFO-033	Batch Card	Consumed qty	Badge bg-primary	Badge
UC-FIFO-034	Batch Card	Unit Cost	₹N2 text-success	Strong
UC-FIFO-035	Batch Card	Total Cost	₹N2 text-success	Strong
UC-FIFO-036	Profit Analysis	Total COGS	₹N2 text-success	Strong
UC-FIFO-037	Profit Analysis	Revenue	₹N2 text-primary	Strong
UC-FIFO-038	Profit Analysis	Profit	₹N2 conditional color	Strong
UC-FIFO-039	Profit Analysis	Margin %	N1% conditional color	Strong
UC-FIFO-040	CanProcessSale	Validation	All fields + valid preview	Boolean
UC-FIFO-041	Process Sale	Submit	ProcessFifoSale service call	Button primary
UC-FIFO-042	Process Sale	Success	hideModal + toast + reload	JS interop
UC-FIFO-043	Process Sale	Error	Toast with error message	JS interop
UC-FIFO-044	Product Change	OnProductChanged	Sets price + UpdateBatchPreview	Event
UC-FIFO-045	Quantity Change	OnQuantityChanged	UpdateBatchPreview	Event
UC-FIFO-046	Calculate Profit	CalculateProfit	COGS/Revenue/Profit/Margin	Method
UC-FIFO-047	Modal Cancel	Click Cancel	data-bs-dismiss="modal"	Button secondary
UC-FIFO-048	Data test	New sale btn	data-test="new-fifo-sale-btn"	Attribute
UC-FIFO-049	Data test	Table	data-test="fifo-sales-table"	Attribute
UC-FIFO-050	Data test	Modal	data-test="fifo-sale-modal"	Attribute
UC-FIFO-051	Data test	Customer select	data-test="customer-select"	Attribute
UC-FIFO-052	Data test	Product select	data-test="product-select"	Attribute
UC-FIFO-053	Data test	Quantity input	data-test="quantity-input"	Attribute
UC-FIFO-054	Data test	Price input	data-test="price-input"	Attribute
UC-FIFO-055	Data test	Process btn	data-test="process-sale-btn"	Attribute

---

Unit Test Coverage

Test Project: Rabbit.Accounts.Tests
Test Location: FifoSales/
Total Tests: 42
Status: ✅ All Passing

Unit Test Classes

Test Class	Tests	Description
FifoSalesAnalysisTests	18	Tests for profit calculations: ProfitPerUnit, TotalProfit, ProfitMargin
SaleBatchResultTests	6	Tests for per-batch profit calculations during FIFO sales
SalesBatchPreviewTests	10	Tests for FIFO preview: WAC, inventory availability, batch consumption order
FifoSaleResultTests	8	Tests for complete sale result: TotalProfit, OverallProfitMargin, batch aggregation

Unit Test Details by Use Case

Use Case	Unit Test Coverage	Test File
UC-FIFO-015 (Profit/Unit)	✅ 5 tests	FifoSalesAnalysisTests.cs
UC-FIFO-016 (Total Profit)	✅ 4 tests	FifoSalesAnalysisTests.cs
UC-FIFO-017 (Margin %)	✅ 6 tests	FifoSalesAnalysisTests.cs
UC-FIFO-028 (Requested qty)	✅ 2 tests	SalesBatchPreviewTests.cs
UC-FIFO-029 (Available qty)	✅ 2 tests	SalesBatchPreviewTests.cs
UC-FIFO-030 (Avg Cost/WAC)	✅ 2 tests	SalesBatchPreviewTests.cs
UC-FIFO-031-035 (Batch Cards)	✅ 4 tests	SalesBatchPreviewTests.cs
UC-FIFO-036 (Total COGS)	✅ 2 tests	FifoSaleResultTests.cs
UC-FIFO-037 (Revenue)	✅ 2 tests	FifoSaleResultTests.cs
UC-FIFO-038 (Profit)	✅ 3 tests	FifoSaleResultTests.cs
UC-FIFO-039 (Margin %)	✅ 4 tests	FifoSaleResultTests.cs

Non-Unit-Testable Use Cases (UI/Integration)

Use Case Range	Reason
UC-FIFO-001 to UC-FIFO-014	UI rendering, navigation, authentication - covered by Playwright E2E tests
UC-FIFO-018 to UC-FIFO-027	Modal interactions, JS interop - covered by Playwright E2E tests
UC-FIFO-040 to UC-FIFO-055	Form validation, event handlers, data attributes - covered by Playwright E2E tests

Running Unit Tests

# Run all FIFO Sales unit tests
dotnet test Rabbit.Accounts.Tests --filter "FullyQualifiedName~FifoSales"

# Run with detailed output
dotnet test Rabbit.Accounts.Tests --logger "console;verbosity=detailed"

UC-PAY: Accounts Payable Page Use Cases

Page: Payments.razor Route: /payments Menu Position: 8 (Accounts Payable)

---

Overview

Accounts payable management with outstanding balances, payment recording, and payment history.

---

Section: Page Header & Access Control

ID	Section	Action	Expected Outcome	Controls Affected
UC-PAY-001	Header	Load page	"Accounts Payable Management" title with credit-card icon	Page title
UC-PAY-002	Header	No business selected	Info alert: "Please select a business to view and manage accounts payable"	alert alert-info
UC-PAY-003	Header	Business selected	Page loads with data for selected business	Business context
UC-PAY-004	Header	Click "Record Payable"	Opens modal to record new payable	recordPaymentModal

---

Section: Tab Navigation

ID	Section	Action	Expected Outcome	Controls Affected
UC-PAY-005	Tabs	View tabs	2 tabs: "Outstanding Payables", "Payable History"	nav-tabs
UC-PAY-006	Tabs	Default tab	"Outstanding Payables" tab active on load	#outstanding-tab active
UC-PAY-007	Tabs	Click "Payable History"	Switches to history tab, shows payment history table	#history-tab active
UC-PAY-008	Tabs	Click "Outstanding Payables"	Returns to outstanding tab	#outstanding-tab active

---

Section: Outstanding Payables Summary

ID	Section	Action	Expected Outcome	Controls Affected
UC-PAY-009	Summary	View header	"Outstanding Customer Balances" with Refresh button	Card header
UC-PAY-010	Summary	Click Refresh	Calls LoadOutstandingBalances, refreshes data	Refresh button
UC-PAY-011	Summary	Outstanding total	Shows ₹X.XX format for TotalOutstanding	Summary row
UC-PAY-012	Summary	Today collections	Shows ₹X.XX for TodayCollections	Summary row
UC-PAY-013	Summary	Overdue customers	Shows "X customers" count for overdue	Summary row
UC-PAY-014	Summary	Monthly collections	Shows ₹X.XX for MonthlyCollections	Summary row

---

Section: Outstanding Balances Table

ID	Section	Action	Expected Outcome	Controls Affected
UC-PAY-015	Table	View headers	6 columns: Customer, Phone, Outstanding Amount, Credit Limit, Days Overdue, Actions	thead
UC-PAY-016	Table	Customer cell	Name bold, ID substring below	Customer column
UC-PAY-017	Table	Outstanding > 0	Red bold text (text-danger)	Amount cell
UC-PAY-018	Table	Outstanding ≤ 0	Green text (text-success)	Amount cell
UC-PAY-019	Table	Days > 30	Row highlighted (table-warning), red badge	Row, badge
UC-PAY-020	Table	Days 16-30	Yellow warning badge	Days badge
UC-PAY-021	Table	Days ≤ 15	Green success badge	Days badge
UC-PAY-022	Table	Click Record Payment	Calls RecordPayment(customerId)	Money bill button
UC-PAY-023	Table	Click View History	Calls ViewCustomerHistory(customerId)	History button
UC-PAY-024	Table	Click Send Reminder	Calls SendReminder(customerId)	Bell button
UC-PAY-025	Table	Empty state	Check icon with "All customers are up to date"	Empty message

---

Section: Payment History Table

ID	Section	Action	Expected Outcome	Controls Affected
UC-PAY-026	History	View headers	7 columns: Date, Customer, Payable #, Amount, Method, Reference, Actions	thead
UC-PAY-027	History	Click Refresh	Calls LoadPaymentHistory	Refresh button
UC-PAY-028	History	Date format	DD/MM/YYYY on top, HH:mm below	Date cell
UC-PAY-029	History	Payment number	Badge bg-secondary style	Payable # cell
UC-PAY-030	History	Amount	Green text-success, ₹X.XX format	Amount cell
UC-PAY-031	History	Method badge	Color varies by GetPaymentMethodBadgeClass	Method cell
UC-PAY-032	History	Click View	Calls ViewPaymentDetails(paymentId)	View button
UC-PAY-033	History	Click Print	Calls PrintReceipt(paymentId)	Print button
UC-PAY-034	History	Empty state	History icon with "No Payment History" message	Empty message

---

Section: Record Payable Modal

ID	Section	Action	Expected Outcome	Controls Affected
UC-PAY-035	Modal	View modal	Title "Record Payable", placeholder message	Modal content
UC-PAY-036	Modal	Click close	Modal dismisses	Close button

---

Section: Data Validation Requirements

ID	Validation	Requirement
UC-PAY-037	Currency Format	All amounts in ₹X,XX,XXX.XX Indian format
UC-PAY-038	Date Format	DD/MM/YYYY for dates
UC-PAY-039	Overdue Calc	DaysSinceLastPayment calculated from last payment date
UC-PAY-040	Authorization	Requires CustomerOperator policy

---

Total Use Cases: 40

UC-AccountsReceivable: Accounts Receivable Page Use Cases

Page: AccountsReceivable.razor (if exists) or Sales.razor with AR view Route: /accounts-receivable Menu Position: 9 (Accounts Receivable)

---

Overview

Accounts receivable management for tracking customer payments, outstanding invoices, and payment collection.

---

Section: Page Header

ID	Section	Action	Expected Outcome	Controls Affected
UC-AR-001	Header	Load page	Title "Accounts Receivable - [BusinessName]"	PageTitle, h2
UC-AR-002	Header	No business selected	Alert "Please select a business to view accounts receivable"	alert alert-info

---

Section: Summary Cards

ID	Section	Action	Expected Outcome	Controls Affected
UC-AR-003	Summary	Total Receivables	Shows total outstanding amount (₹)	Summary card
UC-AR-004	Summary	Overdue Amount	Shows overdue receivables (₹)	Summary card danger
UC-AR-005	Summary	Collected This Month	Shows payments received this month (₹)	Summary card success
UC-AR-006	Summary	Pending Invoices	Shows count of unpaid invoices	Summary card warning

---

Section: Filters

ID	Section	Action	Expected Outcome	Controls Affected
UC-AR-007	Filter	Customer filter	Filter by customer name/code	Customer select
UC-AR-008	Filter	Date range	Filter by invoice date range	Date inputs
UC-AR-009	Filter	Status filter	Filter by payment status	Status select
UC-AR-010	Filter	Aging filter	Filter by aging bucket (0-30, 31-60, 61-90, 90+)	Aging select

---

Section: Receivables Table

ID	Section	Action	Expected Outcome	Controls Affected
UC-AR-011	Table	View columns	Invoice #, Customer, Date, Amount, Paid, Balance, Due Date, Age, Actions	Table headers
UC-AR-012	Table	Invoice row	Shows invoice details with aging info	Table row
UC-AR-013	Table	Overdue row	Red highlight for overdue invoices	Row styling
UC-AR-014	Table	Record payment	Opens payment recording modal	Action button
UC-AR-015	Table	View details	Opens invoice detail modal	Action button

---

Section: Aging Analysis

ID	Section	Action	Expected Outcome	Controls Affected
UC-AR-016	Aging	Current (0-30 days)	Shows count and amount for current receivables	Aging bucket
UC-AR-017	Aging	31-60 days	Shows count and amount for 31-60 day receivables	Aging bucket
UC-AR-018	Aging	61-90 days	Shows count and amount for 61-90 day receivables	Aging bucket
UC-AR-019	Aging	Over 90 days	Shows count and amount for 90+ day receivables	Aging bucket

---

Section: Data Validation

ID	Validation	Requirement
UC-AR-020	Totals Match	Summary totals match table sums
UC-AR-021	Aging Accuracy	Aging buckets calculated correctly from due dates
UC-AR-022	Currency Format	All amounts in ₹ Indian format

---

Total Use Cases: 22

Note: This page may share functionality with Sales/Receipts pages. Update use cases based on actual implementation.

UC-REC: Receipts Page Use Cases

Page: Receipts.razor Route: /receipts Menu Position: 10 (Receipts)

---

Overview

Receipt processing with OCR upload, AI-powered text extraction, and order creation from receipts.

---

Section: Page Header & Access Control

ID	Section	Action	Expected Outcome	Controls Affected
UC-REC-001	Header	Load page	"Receipt Processing" title with receipt icon	Page title
UC-REC-002	Header	No business selected	Info alert: "Please select a business to view and upload receipts"	alert alert-info
UC-REC-003	Header	Click "Upload Receipt"	Opens upload modal	upload-receipt-btn, uploadModal
UC-REC-004	Auth	Access control	Requires CustomerAdmin policy (higher than Operator)	Authorization

---

Section: Processing Status Alerts

ID	Section	Action	Expected Outcome	Controls Affected
UC-REC-005	Status	Processing active	Blue info alert with spinner, "Processing Receipt..." message	alert alert-info
UC-REC-006	Status	Error occurred	Red danger alert with message, dismissible	alert alert-danger
UC-REC-007	Status	Success	Green success alert with message, dismissible	alert alert-success
UC-REC-008	Status	Dismiss error	Clears ErrorMessage on button click	Close button
UC-REC-009	Status	Dismiss success	Clears SuccessMessage on button click	Close button

---

Section: Recent Receipts Summary

ID	Section	Action	Expected Outcome	Controls Affected
UC-REC-010	Summary	View header	"Recent Receipts" with Refresh button	Card header
UC-REC-011	Summary	Click Refresh	Calls LoadReceiptHistory	Refresh button
UC-REC-012	Summary	Total count	Shows "X receipts" total	Summary row
UC-REC-013	Summary	Processed count	Count where ProcessingStatus = "Completed"	Summary row
UC-REC-014	Summary	Failed count	Count where ProcessingStatus = "Failed"	Summary row
UC-REC-015	Summary	Processing count	Count where status not Completed/Failed	Summary row

---

Section: Receipts Table

ID	Section	Action	Expected Outcome	Controls Affected
UC-REC-016	Table	View headers	6 columns: Date, File Name, Status, Vendor, Amount, Actions	thead
UC-REC-017	Table	Date format	DD/MM/YYYY HH:mm format	receipt-date
UC-REC-018	Table	File name cell	Bold name, file size in KB below	receipt-filename
UC-REC-019	Table	Status Completed	Green "Processed" badge	receipt-status
UC-REC-020	Table	Status Failed	Red "Failed" badge	receipt-status
UC-REC-021	Table	Status other	Yellow "Processing" badge	receipt-status
UC-REC-022	Table	Vendor extracted	Shows vendor from ExtractedText	receipt-vendor
UC-REC-023	Table	No vendor	Shows "-" muted	receipt-vendor
UC-REC-024	Table	Amount extracted	Shows ₹X from ExtractedText	receipt-amount
UC-REC-025	Table	No amount	Shows "-" muted	receipt-amount
UC-REC-026	Table	Click View	Calls ViewReceipt(imageId)	View button
UC-REC-027	Table	Click Create Order	Calls CreateSalesOrder(imageId), only if Completed and no SalesOrderId	Create Order button
UC-REC-028	Table	Click Delete	Calls DeleteReceipt(imageId)	Delete button
UC-REC-029	Table	Max display	Shows max 15 receipts (Take(15))	Pagination
UC-REC-030	Table	Empty state	Receipt icon with "No receipts uploaded yet" message	Empty message

---

Section: Upload Modal

ID	Section	Action	Expected Outcome	Controls Affected
UC-REC-031	Modal	View modal	Title "Upload Receipt", file input, format info	receipt-upload-modal
UC-REC-032	Modal	File formats	Accepts image/* (JPG, PNG, WebP), max 20MB	receipt-file-input accept
UC-REC-033	Modal	Select file	OnFileSelected called, file preview shown	InputFile
UC-REC-034	Modal	File selected	Blue info alert shows name, size, content type	File info alert
UC-REC-035	Modal	No file selected	Upload button disabled	Submit button disabled
UC-REC-036	Modal	Processing active	Upload button disabled with spinner	Submit button
UC-REC-037	Modal	Click Cancel	Modal closes	receipt-modal-cancel-btn
UC-REC-038	Modal	Click Upload	Calls HandleFileUpload, processes with AI	receipt-upload-submit
UC-REC-039	Modal	Click X	Modal closes	receipt-modal-close

---

Section: Data Validation Requirements

ID	Validation	Requirement
UC-REC-040	File Size	Max 20MB per file
UC-REC-041	File Types	image/* (JPG, PNG, WebP)
UC-REC-042	AI Processing	ExtractedText populated by AI OCR
UC-REC-043	Order Link	SalesOrderId links processed receipt to created order
UC-REC-044	Date Format	DD/MM/YYYY HH:mm format
UC-REC-045	Authorization	Requires CustomerAdmin policy

---

Total Use Cases: 45

UC-RPTIDX: Reports Index Page Use Cases

Page: ReportsIndex.razor Route: /reports Menu Position: 11 (Main Navigation > Reports)

---

Overview

Reports hub page providing navigation to 13 different report types across 4 categories: Sales, Customer, Inventory, and Financial reports. Each category has a card with clickable report tiles that navigate to specific report pages.

---

Section: Page Header & Actions

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPTIDX-001	Header	Load page	"Reports & Analytics" title with chart-bar icon, page loads	Page title
UC-RPTIDX-002	Header	No business selected	Info alert "Please select a business to view reports"	Alert message
UC-RPTIDX-003	Header	Click Refresh	Calls LoadReportData(), refreshes KPI cards	Refresh button
UC-RPTIDX-004	Header	Click Export Report	Downloads CSV with report summary data	Export button

---

Section: KPI Summary Cards (4 cards)

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPTIDX-005	KPI	Total Sales Card	Blue (bg-primary) card with ₹ total sales for this month	Card 1
UC-RPTIDX-006	KPI	Active Customers Card	Green (bg-success) card with customer count this month	Card 2
UC-RPTIDX-007	KPI	Outstanding Card	Yellow (bg-warning) card with ₹ total due	Card 3
UC-RPTIDX-008	KPI	Avg Order Value Card	Info (bg-info) card with ₹ average order value	Card 4
UC-RPTIDX-009	KPI	Card icons	chart-line, users, exclamation-triangle, shopping-cart	Icons

---

Section: Sales Reports Card (Blue Header)

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPTIDX-010	Sales	View card header	"Sales Reports" with chart-line icon, blue bg	Card header
UC-RPTIDX-011	Sales	Click Sales Summary	Navigates to /sales-summary-report, shows toast "Opening Sales Summary Report..."	Report tile 1
UC-RPTIDX-012	Sales	Sales Summary status	Shows badge from ReportConfigurationService (Enabled/Disabled)	Status badge
UC-RPTIDX-013	Sales	Sales Summary disabled	Button disabled when IsReportEnabled("sales-summary") = false	Disabled state
UC-RPTIDX-014	Sales	Click Top Products	Navigates to /fifo-sales	Report tile 2
UC-RPTIDX-015	Sales	Top Products description	"Best performing products by sales volume"	Description
UC-RPTIDX-016	Sales	Click Sales Trends	Navigates to /batch-profitability-analytics	Report tile 3
UC-RPTIDX-017	Sales	Sales Trends description	"Daily, weekly, and monthly sales patterns"	Description

---

Section: Customer Reports Card (Green Header)

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPTIDX-018	Customer	View card header	"Customer Reports" with users icon, green bg	Card header
UC-RPTIDX-019	Customer	Click Customer Analysis	Navigates to /customer-analysis-report	Report tile 1
UC-RPTIDX-020	Customer	Customer Analysis description	"Customer lifetime value and purchase patterns"	Description
UC-RPTIDX-021	Customer	Click Outstanding Balances	Navigates to /customer-analysis-report	Report tile 2
UC-RPTIDX-022	Customer	Outstanding description	"Customer payment status and overdue amounts"	Description
UC-RPTIDX-023	Customer	Click Customer Activity	Navigates to /customer-analysis-report	Report tile 3
UC-RPTIDX-024	Customer	Customer Activity description	"Active vs inactive customer analysis"	Description

---

Section: Inventory Reports Card (Yellow/Warning Header)

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPTIDX-025	Inventory	View card header	"Inventory Reports" with boxes icon, yellow bg	Card header
UC-RPTIDX-026	Inventory	Click Stock Levels	Navigates to /inventory-summary-report	Report tile 1
UC-RPTIDX-027	Inventory	Stock Levels description	"Current inventory levels and stock alerts"	Description
UC-RPTIDX-028	Inventory	Click Inventory Valuation	Navigates to /inventory-summary-report	Report tile 2
UC-RPTIDX-029	Inventory	Valuation description	"Total inventory value and cost analysis"	Description
UC-RPTIDX-030	Inventory	Click Slow Moving Items	Navigates to /inventory-summary-report	Report tile 3
UC-RPTIDX-031	Inventory	Slow Moving description	"Products with low turnover rates"	Description

---

Section: Financial Reports Card (Info/Cyan Header)

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPTIDX-032	Financial	View card header	"Financial Reports" with calculator icon, info bg	Card header
UC-RPTIDX-033	Financial	Click Profit & Loss	Navigates to /batch-profitability-analytics	Report tile 1
UC-RPTIDX-034	Financial	P&L description	"Revenue, costs, and profitability analysis"	Description
UC-RPTIDX-035	Financial	Click Cash Flow	Navigates to /vendor-payments	Report tile 2
UC-RPTIDX-036	Financial	Cash Flow description	"Cash movement and liquidity analysis"	Description
UC-RPTIDX-037	Financial	Click Tax Summary	Shows "Coming Soon" alert modal (not implemented)	Report tile 3
UC-RPTIDX-038	Financial	Tax Summary badge	Yellow "Coming Soon" badge visible	Warning badge
UC-RPTIDX-039	Financial	Tax Summary message	Alert: "The Tax Summary Report feature is coming soon!"	Alert modal
UC-RPTIDX-040	Financial	Click Cost Variance	Navigates to /cost-variance-reporting	Report tile 4
UC-RPTIDX-041	Financial	Cost Variance badge	Green "Available" badge visible	Success badge
UC-RPTIDX-042	Financial	Cost Variance description	"Cost trend analysis and purchasing recommendations"	Description

---

Section: Export Functionality

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPTIDX-043	Export	Click Export	Generates CSV file with summary data	Export button
UC-RPTIDX-044	Export	CSV header	"Report Type,Value,Description"	CSV content
UC-RPTIDX-045	Export	CSV filename	reports_summary_YYYYMMDD_HHmmss.csv format	Downloaded file
UC-RPTIDX-046	Export	CSV contains	Total Sales, Active Customers, Outstanding, Avg Order Value	CSV rows
UC-RPTIDX-047	Export	Export error	Alert "Export failed. Please try again."	Error handling

---

Section: Navigation Toast Feedback

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPTIDX-048	Toast	Navigate to report	Toast "Opening [Report Name]..." appears	Toast notification
UC-RPTIDX-049	Toast	Brief delay	500ms delay for user feedback before navigation	Transition
UC-RPTIDX-050	Toast	Generation error	Toast "Error generating report: [message]"	Error toast

---

Section: Authorization & Business Context

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPTIDX-051	Auth	Policy requirement	CustomerAdmin policy required	Authorization
UC-RPTIDX-052	Context	Business selection	Data scoped to BusinessSelection.GetCurrentBusinessIdOrDefault()	Business filter
UC-RPTIDX-053	Context	Business change	HandleBusinessChanged refreshes data	Event handler
UC-RPTIDX-054	Context	Dispose	Unsubscribes from BusinessSelection.OnChanged	Cleanup

---

Section: Report Tile States

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPTIDX-055	Tile	Enabled report	Button clickable, navigates to report	Enabled state
UC-RPTIDX-056	Tile	Disabled report	Button disabled, grayed out	Disabled state
UC-RPTIDX-057	Tile	Generating state	isGeneratingReport=true disables interactions	Loading state
UC-RPTIDX-058	Tile	Configuration service	ReportConfigurationService provides tile configs	Service

---

Section: TODO - Missing Implementations

ID	TODO Item	Current Behavior	Expected Behavior
UC-RPTIDX-TODO-001	Tax Summary Report	Shows "Coming Soon" alert	Should navigate to /tax-summary-report when implemented
UC-RPTIDX-TODO-002	Report Configuration	Only sales-summary uses config	All tiles should use ReportConfigurationService for enable/disable
UC-RPTIDX-TODO-003	Dedicated Report Pages	Some tiles share pages	Each tile should link to a purpose-built page with proper parameters

---

Total Use Cases: 58 (+ 3 TODO items)

UC-RPT: Financial Reports Use Cases

Pages: Various Report pages Routes: /reports/* Menu Position: 11 (Reports)

---

Overview

Financial reporting suite including Balance Sheet, Profit & Loss, Cash Flow, Trial Balance, General Ledger, and Tax Reports.

---

Balance Sheet Report (/reports/balance-sheet)

Section: Page Header & Navigation

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-001	Header	Load Balance Sheet page	Title "Balance Sheet - Rabbit Accounts", h2 with balance-scale icon, breadcrumb: Home > Reports > Balance Sheet	PageTitle, h2, breadcrumb
UC-RPT-002	Header	Click "Home" in breadcrumb	Navigates to Dashboard	Navigation
UC-RPT-003	Header	Click "Reports" in breadcrumb	Navigates to Reports index	Navigation
UC-RPT-004	Actions	Click "Refresh" button	Reloads report data for current date	Refresh btn, data reload
UC-RPT-005	Actions	Click "Export Excel" button	Downloads BalanceSheet_YYYYMMDD.xlsx file	Browser download
UC-RPT-006	Actions	Click "Export PDF" button	Downloads BalanceSheet_YYYYMMDD.pdf file	Browser download

Section: Date Selection

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-007	Filter	Default date on load	As of Date = today	As of Date input
UC-RPT-008	Filter	Change As of Date	Date picker updates, no auto-load	As of Date input
UC-RPT-009	Filter	Click "Generate Report"	Loading spinner, then report displays for selected date	spinner, report content
UC-RPT-010	Filter	Click "Today" quick button	Sets date to today, generates report	Today btn, As of Date input, report
UC-RPT-011	Filter	Click "Month End" quick button	Sets date to last day of current month, generates report	Month End btn, As of Date input, report
UC-RPT-012	Filter	Click "Year End" quick button	Sets date to Dec 31 of current year, generates report	Year End btn, As of Date input, report

Section: Loading State

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-013	Loading	During load	Spinner with "Generating Balance Sheet..." text	spinner-border, loading text

Section: Report Header Card

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-014	Report Header	View header card	Shows: Business Name (h3), "Balance Sheet" (h5), "As of DD MMMM YYYY" date	Report header card

Section: Summary Cards (4 cards)

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-015	Total Assets Card	View card	Blue border, h6 "Total Assets", h4 amount ₹X,XX,XXX.XX, briefcase icon	card border-primary
UC-RPT-016	Total Liabilities Card	View card	Red border, h6 "Total Liabilities", h4 amount, money-bill icon	card border-danger
UC-RPT-017	Total Equity Card	View card	Green border, h6 "Total Equity", h4 amount, chart-pie icon	card border-success
UC-RPT-018	Working Capital Card	View card	Blue border, h6 "Working Capital", h4 amount, coins icon	card border-info

Section: Financial Ratios Cards

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-019	Current Ratio	View card	Shows ratio (N2 format), "Target: ≥ 1.5", color: green if ≥1.5, yellow if ≥1.0, red if <1.0	Current Ratio card
UC-RPT-020	Quick Ratio	View card	Shows ratio, "Target: ≥ 1.0", color: green if ≥1.0, yellow if ≥0.75, red if <0.75	Quick Ratio card
UC-RPT-021	Debt to Equity	View card	Shows ratio, "Target: ≤ 1.0", color: green if ≤1.0, yellow if ≤2.0, red if >2.0	Debt to Equity card
UC-RPT-022	Current Period Profit	View card	Shows ₹ amount, "Year to Date", green if ≥0, red if <0	Current Period Profit card

Section: Assets Table

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-023	Assets Header	View table header	Blue bg "ASSETS", columns: Account, Amount (₹)	card-header bg-primary
UC-RPT-024	Current Assets	View section	Header row "CURRENT ASSETS", line items: Cash and Bank, Accounts Receivable, Inventory, Other Current Assets	Table rows
UC-RPT-025	Current Assets Total	View total row	"Total Current Assets" with amount	table-secondary row
UC-RPT-026	Fixed Assets	View section	Header row "FIXED ASSETS", line item: Property, Plant & Equipment	Table rows
UC-RPT-027	Fixed Assets Total	View total row	"Total Fixed Assets" with amount	table-secondary row
UC-RPT-028	Total Assets Row	View total	Blue bg "TOTAL ASSETS" with ₹X,XX,XXX.XX	table-primary row

Section: Liabilities & Equity Table

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-029	L&E Header	View table header	Red bg "LIABILITIES & EQUITY", columns: Account, Amount (₹)	card-header bg-danger
UC-RPT-030	Current Liabilities	View section	Header "CURRENT LIABILITIES", items: Accounts Payable, Short-term Loans, Other Current Liabilities	Table rows
UC-RPT-031	Current Liabilities Total	View total	"Total Current Liabilities" with amount	table-secondary row
UC-RPT-032	Long-term Liabilities	View section	Header "LONG-TERM LIABILITIES", item: Long-term Loans	Table rows
UC-RPT-033	Total Liabilities	View total	"Total Liabilities" with amount	table-secondary row
UC-RPT-034	Equity Section	View section	Header "EQUITY", items: Owner's Equity, Retained Earnings, Current Period Profit	Table rows
UC-RPT-035	Profit Color	View Current Period Profit	Green if ≥0, red if <0	text-success or text-danger
UC-RPT-036	Total Equity	View total	"Total Equity" with amount	table-secondary row
UC-RPT-037	Total L&E Row	View total	Red bg "TOTAL LIABILITIES & EQUITY" with ₹ amount	table-danger row

Section: Balance Verification Alert

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-038	Balance Check	Assets = L + E	Green success alert "Balance Sheet is Balanced ✓", check-circle icon	alert-success
UC-RPT-039	Balance Check	Assets ≠ L + E	Red danger alert "Balance Sheet is Out of Balance!", shows difference amount	alert-danger

Section: Financial Position Chart

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-040	Chart	View chart	Bar chart with 5 bars: Current Assets, Fixed Assets, Current Liabilities, Long-term Liabilities, Equity	ApexChart
UC-RPT-041	Chart	Hover on bar	Tooltip shows category and amount	Chart tooltip

Section: Data Validation

ID	Validation	Requirement
UC-RPT-042	Balance Equation	Total Assets = Total Liabilities + Total Equity
UC-RPT-043	Currency Format	All amounts in ₹X,XX,XXX.XX format
UC-RPT-044	Export Files	Excel/PDF exports must download successfully

---

Profit & Loss Statement (/reports/profit-loss-statement)

Section: Page Header & Navigation

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-045	Header	Load P&L page	Title "Profit & Loss Statement - Rabbit Accounts", h2 with chart-line icon, breadcrumb	PageTitle, h2, breadcrumb
UC-RPT-046	Actions	Click "Refresh"	Reloads report	Refresh btn
UC-RPT-047	Actions	Click "Export Excel"	Downloads ProfitLoss_YYYYMMDD.xlsx	Browser download
UC-RPT-048	Actions	Click "Export PDF"	Downloads ProfitLoss_YYYYMMDD.pdf	Browser download

Section: Period Filter

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-049	Filter	View filter card	4 controls: Period dropdown, From Date, To Date, Generate Report button	Filter card
UC-RPT-050	Filter	Select "This Month"	From/To dates auto-set to current month, fields disabled	Period select, date inputs disabled
UC-RPT-051	Filter	Select "This Quarter"	From/To dates auto-set to current quarter	Period select, date inputs
UC-RPT-052	Filter	Select "This Year"	From/To dates auto-set to Jan 1 - Dec 31	Period select, date inputs
UC-RPT-053	Filter	Select "Custom"	Date inputs become enabled for manual entry	Period select=custom, date inputs enabled
UC-RPT-054	Filter	Click "Generate Report"	Loading spinner, report generates for selected period	spinner, report content

Section: Loading State

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-055	Loading	During load	Spinner with "Generating Profit & Loss Statement..."	spinner-border, loading text

Section: Report Header Card

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-056	Report Header	View header	Business Name, "Profit & Loss Statement", "For the period: DD MMM YYYY to DD MMM YYYY"	Header card

Section: Key Metrics Cards (4 cards)

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-057	Net Revenue Card	View card	Blue bg, h6 "Net Revenue", h4 ₹ amount, rupee icon	card bg-primary
UC-RPT-058	Gross Profit Card	View card	Green bg, h6 "Gross Profit", h4 ₹ amount, margin %, chart icon	card bg-success
UC-RPT-059	Operating Profit Card	View card	Blue bg, h6 "Operating Profit", h4 ₹ amount, margin %, cogs icon	card bg-info
UC-RPT-060	Net Profit Card	View card	Green/Red bg based on profit/loss, h6 "Net Profit", h4 ₹ amount, margin %, trophy icon	card bg-success/danger

Section: Income Statement Table

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-061	Table Header	View headers	Columns: Particulars, Amount (₹), % of Revenue	thead
UC-RPT-062	Revenue Section	View rows	"REVENUE" header, Total Sales, Less: Sales Returns, Net Revenue total	Revenue rows
UC-RPT-063	COGS Section	View rows	"COST OF GOODS SOLD" header, Opening Inventory, Purchases, Direct Costs, Less: Closing Inventory, COGS total	COGS rows
UC-RPT-064	Gross Profit Row	View row	Green bg "GROSS PROFIT" with amount and margin %	table-success row
UC-RPT-065	Operating Expenses	View rows	"OPERATING EXPENSES" header, Wastage, Defective Stock, Other Operating, Total Operating	Expense rows
UC-RPT-066	Operating Profit Row	View row	Blue bg "OPERATING PROFIT" with amount and margin %	table-info row
UC-RPT-067	Other Income/Expenses	View rows	"OTHER INCOME & EXPENSES" header, Other Income, Other Expenses	Other rows
UC-RPT-068	Net Profit Row	View row	Green/Red bg "NET PROFIT", ₹ amount, margin %	table-success/danger row

Section: Revenue & Cost Charts

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-069	Revenue by Category	View chart	Pie chart showing revenue breakdown by category	ApexChart pie
UC-RPT-070	Cost Breakdown	View chart	Pie/bar chart showing cost distribution	ApexChart

Section: Data Validation

ID	Validation	Requirement
UC-RPT-071	Net Profit Calc	Net Profit = Gross Profit - Operating Expenses + Other Income - Other Expenses
UC-RPT-072	Margin Calc	Margin % = (Amount / Net Revenue) × 100
UC-RPT-073	Currency Format	All amounts in ₹X,XX,XXX.XX format

---

Cash Flow Statement (/reports/cash-flow-statement)

Section: Page Header & Navigation

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-074	Header	Load page	Title "Cash Flow Statement - Rabbit Accounts", h2 with money-bill-wave icon	PageTitle, h2
UC-RPT-075	Actions	Export buttons	Refresh, Export Excel, Export PDF buttons	Action buttons

Section: Period Filter

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-076	Filter	Period dropdown	Options: This Month, This Quarter, This Year, Custom	Period select
UC-RPT-077	Filter	Date range	From/To date inputs, Generate Report button	Date inputs, button

Section: Summary Cards

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-078	Opening Cash	View card	Shows opening cash balance for period	Opening Cash card
UC-RPT-079	Cash from Operations	View card	Shows net cash from operating activities	Operations card
UC-RPT-080	Cash from Investing	View card	Shows net cash from investing activities	Investing card
UC-RPT-081	Cash from Financing	View card	Shows net cash from financing activities	Financing card
UC-RPT-082	Closing Cash	View card	Shows ending cash balance	Closing Cash card

Section: Cash Flow Table

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-083	Operating Activities	View section	Header "OPERATING ACTIVITIES", items: Collections, Payments to Suppliers, Operating Expenses, Net from Operations	Table rows
UC-RPT-084	Investing Activities	View section	Header "INVESTING ACTIVITIES", items: Purchase/Sale of Assets	Table rows
UC-RPT-085	Financing Activities	View section	Header "FINANCING ACTIVITIES", items: Loans, Capital, Drawings	Table rows
UC-RPT-086	Net Change	View row	"Net Change in Cash" with total	Summary row
UC-RPT-087	Closing Balance	View row	"Closing Cash Balance" = Opening + Net Change	Final row

Section: Cash Flow Chart

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-088	Waterfall Chart	View chart	Waterfall showing cash flow progression	ApexChart waterfall

---

Trial Balance (/reports/trial-balance)

Section: Page Header

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-089	Header	Load page	Title "Trial Balance - Rabbit Accounts", h2 with balance-scale-left icon	PageTitle, h2
UC-RPT-090	Actions	Export buttons	Refresh, Export Excel, Export PDF	Action buttons

Section: Date Filter

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-091	Filter	As of Date	Date picker, Generate Report button	As of Date input, button

Section: Trial Balance Table

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-092	Table Header	View headers	Columns: Account Code, Account Name, Debit (₹), Credit (₹)	thead
UC-RPT-093	Account Rows	View rows	Each account with code, name, debit OR credit amount	tbody tr
UC-RPT-094	Debit Column	View amounts	Right-aligned, shows only for debit balance accounts	text-end
UC-RPT-095	Credit Column	View amounts	Right-aligned, shows only for credit balance accounts	text-end
UC-RPT-096	Totals Row	View footer	"TOTAL" row with sum of Debits and sum of Credits	tfoot row
UC-RPT-097	Balance Check	Totals match	Total Debits = Total Credits (must be equal)	Totals comparison

Section: Balance Verification

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-098	Balanced	Debits = Credits	Green success alert "Trial Balance is Balanced ✓"	alert-success
UC-RPT-099	Unbalanced	Debits ≠ Credits	Red danger alert with difference amount	alert-danger

---

General Ledger (/reports/general-ledger)

Section: Page Header

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-100	Header	Load page	Title "General Ledger - Rabbit Accounts", h2 with book icon	PageTitle, h2

Section: Filters

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-101	Filter	Account dropdown	Lists all accounts for selection	Account select
UC-RPT-102	Filter	Date range	From/To date inputs	Date inputs
UC-RPT-103	Filter	Generate button	Loads transactions for selected account/period	Generate btn

Section: Account Summary

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-104	Summary	Opening Balance	Shows balance at period start	Opening Balance
UC-RPT-105	Summary	Total Debits	Sum of all debit entries	Total Debits
UC-RPT-106	Summary	Total Credits	Sum of all credit entries	Total Credits
UC-RPT-107	Summary	Closing Balance	Opening + Debits - Credits	Closing Balance

Section: Transaction Table

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-108	Table Header	View headers	Columns: Date, Voucher #, Description, Debit, Credit, Balance	thead
UC-RPT-109	Opening Row	View first row	"Opening Balance" with starting balance	First row
UC-RPT-110	Transaction Rows	View entries	Each transaction with date, voucher, description, debit/credit, running balance	tbody tr
UC-RPT-111	Running Balance	View column	Updates after each transaction	Balance column
UC-RPT-112	Closing Row	View last row	"Closing Balance" with final balance	Last row

---

Tax Reports (/reports/tax-reports)

Section: Page Header

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-113	Header	Load page	Title "Tax Reports - Rabbit Accounts", h2 with file-invoice icon	PageTitle, h2

Section: Report Selection

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-114	Selection	Report Type dropdown	Options: GST Summary, GST R1, GST R3B, TDS Summary	Report Type select
UC-RPT-115	Selection	Period dropdown	Options: Monthly, Quarterly, Annual	Period select
UC-RPT-116	Selection	Date range	From/To date inputs	Date inputs

Section: GST Summary

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-117	GST Output	View section	Output GST collected on sales	Output GST
UC-RPT-118	GST Input	View section	Input GST paid on purchases	Input GST
UC-RPT-119	Net GST	View total	Output - Input = Net GST Payable/Receivable	Net GST
UC-RPT-120	GST Breakdown	View table	Breakdown by tax rate: 0%, 5%, 12%, 18%, 28%	GST table

Section: Export

ID	Section	Action	Expected Outcome	Controls Affected
UC-RPT-121	Export	Click "Export GSTR-1"	Downloads GST R1 format file	Download
UC-RPT-122	Export	Click "Export GSTR-3B"	Downloads GST R3B format file	Download

---

Reports Data Validation Requirements

ID	Validation	Requirement
UC-RPT-130	All Reports	Must load without errors when business is selected
UC-RPT-131	Balance Sheet	Assets = Liabilities + Equity (accounting equation)
UC-RPT-132	Trial Balance	Total Debits = Total Credits
UC-RPT-133	P&L	Net Profit calculation must be mathematically correct
UC-RPT-134	Cash Flow	Closing Cash = Opening Cash + Net Change
UC-RPT-135	Currency Format	All ₹ amounts use Indian format (₹X,XX,XXX.XX)
UC-RPT-136	Date Format	Dates display as "DD MMM YYYY" or "DD MMMM YYYY"
UC-RPT-137	Export Excel	All exports generate valid .xlsx files
UC-RPT-138	Export PDF	All exports generate valid .pdf files
UC-RPT-139	Loading States	All pages show spinner during data load
UC-RPT-140	Error Handling	Appropriate error messages when data unavailable

---

Total Use Cases: 140

UC-SALES: Sales Performance Page Use Cases

Page: SalesPerformance.razor Route: /sales-performance Menu Position: 12 (Analytics & Tracking > Sales Performance)

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Overview

Comprehensive sales analytics with trends, categories, customer segmentation, peak hours, AOV analysis, and forecasting.

---

Section: Page Header & Date Filter

ID	Section	Action	Expected Outcome	Controls Affected
UC-SALES-001	Header	Load Sales Performance page	Page title shows "Sales Performance Analytics - Rabbit Accounts", subtitle shows "Comprehensive sales insights and trends"	h3 title, p subtitle, PageTitle
UC-SALES-002	Filter	Default date range on load	From date = 30 days ago, To date = today	From date input, To date input
UC-SALES-003	Filter	Change From date to Dec 1	No immediate change (need to click Refresh)	From date input=Dec 1
UC-SALES-004	Filter	Change To date to Dec 15	No immediate change (need to click Refresh)	To date input=Dec 15
UC-SALES-005	Filter	Click Refresh button	Loading spinner appears, then all data reloads for new date range: (1) Summary cards update, (2) Active tab data updates, (3) All analytics recalculate	spinner, Total Sales h4, Total Orders h4, Avg Order Value h4, Gross Profit Margin h4, all tab content
UC-SALES-006	Loading	Page loading state	Shows spinner with "Loading analytics data..." text	spinner-border, loading text

---

Section: Summary Cards (4 cards always visible)

ID	Section	Action	Expected Outcome	Controls Affected
UC-SALES-007	Total Sales Card	View Total Sales	Shows: (1) Label "Total Sales", (2) Amount in ₹ format (₹X,XX,XXX.XX), (3) MoM growth % with up/down arrow, (4) Rupee icon in blue circle	Total Sales label, Total Sales h4 amount, MoM growth small text, bi-currency-rupee icon
UC-SALES-008	Total Sales Card	MoM growth positive	Green text with up arrow, e.g., "↑ 5.2% MoM"	MoM growth text-success, bi-arrow-up icon
UC-SALES-009	Total Sales Card	MoM growth negative	Red text with down arrow, e.g., "↓ 3.1% MoM"	MoM growth text-danger, bi-arrow-down icon
UC-SALES-010	Total Orders Card	View Total Orders	Shows: (1) Label "Total Orders", (2) Order count number, (3) Customer count text "X customers", (4) Cart icon in green circle	Total Orders label, Total Orders h4 count, customers small text, bi-cart-check icon
UC-SALES-011	Avg Order Value Card	View AOV	Shows: (1) Label "Avg Order Value", (2) Amount in ₹ format, (3) "Per transaction" text, (4) Graph icon in blue circle	Avg Order Value label, AOV h4 amount, Per transaction text, bi-graph-up icon
UC-SALES-012	Gross Profit Card	View Gross Profit Margin	Shows: (1) Label "Gross Profit Margin", (2) Percentage with 1 decimal (X.X%), (3) Gross profit amount "₹X,XX,XXX", (4) Percent icon in yellow circle	Gross Profit Margin label, GPM h4 %, Gross profit amount, bi-percent icon

---

Section: Tab Navigation (6 tabs)

ID	Section	Action	Expected Outcome	Controls Affected
UC-SALES-013	Tabs	Default active tab	"Trends" tab is active (highlighted) on page load	Trends tab nav-link active
UC-SALES-014	Tabs	Click "Trends" tab	Tab becomes active, Trends content displays: YoY card, MoM card, Daily Sales chart, Monthly Sales chart	Trends tab active, YoY Growth card, MoM Growth card, Daily Sales Trend ApexChart, Monthly Sales Trend ApexChart
UC-SALES-015	Tabs	Click "Categories" tab	Tab becomes active, Categories content displays: Pie chart, Performance table, Top Products per category cards	Categories tab active, Sales by Category ApexChart pie, Category Performance table, Top Products cards
UC-SALES-016	Tabs	Click "Customers" tab	Tab becomes active, Customers content displays: Segmentation pie chart, Segmentation summary, Top 20 Customers table	Customers tab active, ABC Segmentation ApexChart, Segment A/B/C summary divs, Top 20 Customers table
UC-SALES-017	Tabs	Click "Peak Hours" tab	Tab becomes active, Peak Hours content displays: Day of Week chart, Hour of Day chart, Peak summary cards	Peak Hours tab active, Day of Week ApexChart bar, Hour of Day ApexChart line, Best Day/Hour/Days Analyzed cards
UC-SALES-018	Tabs	Click "AOV Trends" tab	Tab becomes active, AOV content displays: 4 MA cards, AOV Trend chart with 3 lines	AOV Trends tab active, Current AOV card, 7-Day MA card, 30-Day MA card, 90-Day MA card, AOV Trends ApexChart (3 series)
UC-SALES-019	Tabs	Click "Forecast" tab	Tab becomes active, Forecast content displays: Info alert, Forecast chart, Detailed forecast table	Forecast tab active, Forecast method alert, Sales Forecast ApexChart (3 lines), Detailed Forecast table

---

Section: Trends Tab Content

ID	Section	Action	Expected Outcome	Controls Affected
UC-SALES-020	YoY Card	View YoY Growth	Shows: (1) Title "Year-over-Year Growth", (2) Growth % as h3 (e.g., 15.2%), (3) Current period amount, (4) Previous year amount	YoY Growth card title, YoY h3 percentage, Current amount, Previous Year amount
UC-SALES-021	MoM Card	View MoM Growth	Shows: (1) Title "Month-over-Month Growth", (2) Growth % as h3, (3) Current period amount, (4) Previous period amount	MoM Growth card title, MoM h3 percentage, Current amount, Previous Period amount
UC-SALES-022	Daily Chart	View Daily Sales Trend	ApexChart renders line chart with: (1) Title "Daily Sales Trend", (2) Line series named "Sales", (3) X-axis = dates, (4) Y-axis = sales amounts, (5) Height 350px	Daily Sales Trend card title, ApexChart TItem=DailySalesTrend, Line series
UC-SALES-023	Daily Chart	Hover on data point	Tooltip shows date and sales amount for that day	ApexChart tooltip
UC-SALES-024	Monthly Chart	View Monthly Sales Trend	ApexChart renders with: (1) Title "Monthly Sales Trend (Last 12 Months)", (2) Bar series for Sales, (3) Line series for Orders, (4) X-axis = month names, (5) Height 350px	Monthly Sales Trend card title, ApexChart TItem=MonthlySalesTrend, Bar series Sales, Line series Orders
UC-SALES-025	Monthly Chart	Chart has data	MUST show actual bars/lines with data (not empty chart)	ApexChart bars, ApexChart line

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Section: Categories Tab Content

ID	Section	Action	Expected Outcome	Controls Affected
UC-SALES-026	Category Pie	View Sales by Category	ApexChart pie chart with: (1) Segments for each category, (2) Data labels showing %, (3) Height 400px	Sales by Category ApexChart pie, pie segments, data labels
UC-SALES-027	Category Table	View Category Performance	Table with columns: Category, Sales, Orders, Growth. Shows top 10 categories	Category Performance table, th Category/Sales/Orders/Growth, tbody rows (max 10)
UC-SALES-028	Category Table	Growth positive	Green badge with positive %	badge bg-success
UC-SALES-029	Category Table	Growth negative	Red badge with negative %	badge bg-danger
UC-SALES-030	Top Products	View Top Products cards	3 cards showing top products for top 3 categories, each with product list showing name, qty, sales badge	Top Products in [Category] card, list-group-item, product name, Qty small, sales badge

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Section: Customers Tab Content

ID	Section	Action	Expected Outcome	Controls Affected
UC-SALES-031	Segmentation Chart	View ABC Segmentation	Pie chart with 3 segments: A (Top 20%), B (Next 30%), C (Bottom 50%)	Customer Segmentation ApexChart pie, 3 segments
UC-SALES-032	Segment A Summary	View Segment A	Red background div showing: customer count badge, sales amount, percentage of total	Segment A div bg-danger, badge bg-danger, sales amount, percentage
UC-SALES-033	Segment B Summary	View Segment B	Yellow background div showing: customer count, sales, percentage	Segment B div bg-warning, badge bg-warning, sales amount, percentage
UC-SALES-034	Segment C Summary	View Segment C	Blue background div showing: customer count, sales, percentage	Segment C div bg-info, badge bg-info, sales amount, percentage
UC-SALES-035	Top Customers	View Top 20 Table	Table columns: Customer, Segment, Total Sales, Orders, Avg Order, Last Purchase	Top 20 Customers table, 6 column headers, up to 20 rows
UC-SALES-036	Top Customers	Segment badge colors	A = red (bg-danger), B = yellow (bg-warning), C = blue (bg-info)	segment badge classes
UC-SALES-037	Top Customers	Last Purchase column	Shows "X days ago" text	Last Purchase td, days ago small text

---

Section: Peak Hours Tab Content

ID	Section	Action	Expected Outcome	Controls Affected
UC-SALES-038	Day Chart	View Day of Week chart	Bar chart with 7 bars (Mon-Sun), Y-axis = Average Sales	Sales by Day of Week ApexChart bar, 7 bars, day labels
UC-SALES-039	Hour Chart	View Hour of Day chart	Line chart with 24 points (or business hours), X-axis = hour labels	Sales by Hour of Day ApexChart line, hourly data points
UC-SALES-040	Best Day Card	View Best Day	Green card showing: best day name, avg sales amount	Best Day card bg-success, day name h4, Avg amount
UC-SALES-041	Best Hour Card	View Best Hour	Blue card showing: best hour label, sales amount	Best Hour card bg-info, hour label h4, Sales amount
UC-SALES-042	Days Analyzed	View Total Days	Yellow card showing count of days in analysis period	Total Days Analyzed card bg-warning, count h4

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Section: AOV Trends Tab Content

ID	Section	Action	Expected Outcome	Controls Affected
UC-SALES-043	Current AOV Card	View Current AOV	Shows current average order value in ₹	Current AOV card, h4 amount
UC-SALES-044	7-Day MA Card	View 7-Day MA	Shows 7-day moving average	7-Day MA card, h4 amount
UC-SALES-045	30-Day MA Card	View 30-Day MA	Shows 30-day moving average	30-Day MA card, h4 amount
UC-SALES-046	90-Day MA Card	View 90-Day MA	Shows 90-day moving average	90-Day MA card, h4 amount
UC-SALES-047	AOV Chart	View AOV Trend chart	Line chart with 3 series: Daily AOV (thin), 7-Day MA, 30-Day MA. Height 400px	AOV Trends ApexChart, Daily AOV series, 7-Day MA series, 30-Day MA series

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Section: Forecast Tab Content

ID	Section	Action	Expected Outcome	Controls Affected
UC-SALES-048	Info Alert	View Forecast info	Blue alert showing: Forecast Method, Total Forecasted Sales, Forecast Period (days)	alert alert-info, Forecast Method, Total Forecasted Sales, Forecast Period
UC-SALES-049	Forecast Chart	View Forecast chart	Line chart with 3 lines: Forecast (solid), Optimistic (dashed), Pessimistic (dashed). Height 400px	Sales Forecast ApexChart, Forecast line, Optimistic line dashed, Pessimistic line dashed
UC-SALES-050	Forecast Table	View Detailed Forecast	Table with columns: Date, Forecast, Optimistic (green), Pessimistic (red), Confidence ±. Shows 14 rows	Detailed Forecast table, 5 columns, 14 rows, green optimistic, red pessimistic

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Section: Data Validation Requirements

ID	Validation	Requirement
UC-SALES-051	Summary Cards	All 4 cards must show non-zero values when sales exist in date range
UC-SALES-052	Daily Chart	Must render actual line with data points, NOT empty chart
UC-SALES-053	Monthly Chart	Must render actual bars and line, NOT empty chart
UC-SALES-054	Category Pie	Must show actual pie segments with category names
UC-SALES-055	Customer Table	Must show customer rows with all columns populated
UC-SALES-056	Peak Hours Charts	Both charts must show actual data patterns
UC-SALES-057	AOV Chart	Must show 3 distinct lines with data
UC-SALES-058	Forecast Table	All forecast values must be positive numbers
UC-SALES-059	Currency Format	All ₹ amounts must use Indian format (₹X,XX,XXX.XX)
UC-SALES-060	Growth Percentages	Must show 1 decimal place (X.X%)

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Total Use Cases: 60

Vendor Performance Scorecard Use Cases (VendorPerformanceScorecard.razor)

ID	Section	Action	Expected Outcome	Controls
UC-VPSC-001	Page Load	Navigate to /vendor-performance-scorecard	Loads with spinner, displays scorecards	Container
UC-VPSC-002	Date Filter	Set from/to dates	Updates filter range	Date inputs
UC-VPSC-003	Refresh	Click Refresh	LoadDataAsync reloads all data	Refresh button
UC-VPSC-004	Formula Info	View algorithm	Shows weighted formula alert	Alert info
UC-VPSC-005	Rankings Table	Rank column	Sequential rank number	td text-center
UC-VPSC-006	Rankings Table	Vendor Name	Plain text vendor name	td
UC-VPSC-007	Rankings Table	Overall Score	Bold FS-5 with color class	Strong tag
UC-VPSC-008	Rankings Table	Category badge	Excellent/Good/Average/Poor	Badge
UC-VPSC-009	Rankings Table	Quality Score (40%)	F1 format	td text-center
UC-VPSC-010	Rankings Table	Delivery Score (30%)	F1 format	td text-center
UC-VPSC-011	Rankings Table	Pricing Score (20%)	F1 format	td text-center
UC-VPSC-012	Rankings Table	Payment Score (10%)	F1 format	td text-center
UC-VPSC-013	Rankings Table	Defect Rate	Conditional color by threshold	Span
UC-VPSC-014	Rankings Table	On-Time %	Conditional color >=95/85/below	Span
UC-VPSC-015	Rankings Table	Total Spend	₹N2 format right-aligned	td text-end
UC-VPSC-016	Rankings Table	Total Orders	Center-aligned count	td text-center
UC-VPSC-017	Rankings Table	Details button	ShowVendorDetails navigates	Button
UC-VPSC-018	Tab	Overview tab	Shows top performers + distribution	Tab pane
UC-VPSC-019	Tab	Quality tab	Quality metrics charts	Tab pane
UC-VPSC-020	Tab	Delivery tab	Delivery performance charts	Tab pane
UC-VPSC-021	Tab	Pricing tab	Pricing comparison charts	Tab pane
UC-VPSC-022	Tab	Payment tab	Payment compliance charts	Tab pane
UC-VPSC-023	Tab	Spend tab	Spend analysis charts	Tab pane
UC-VPSC-024	Tab	Profitability tab	Profit breakdown charts	Tab pane
UC-VPSC-025	Overview	Top 5 Performers	List with scores and spend	Card
UC-VPSC-026	Overview	Performance Distribution	Progress bars by category	Card
UC-VPSC-027	Overview	Score Distribution table	All 4 scores + overall	Table
UC-VPSC-028	Quality	Defect/Return Rate chart	Grouped bar chart	ApexChart
UC-VPSC-029	Quality	Score Comparison	Current vs Previous period	ApexChart
UC-VPSC-030	Delivery	Early/OnTime/Late chart	Stacked bar chart	ApexChart
UC-VPSC-031	Delivery	On-Time Rate chart	Horizontal bar chart	ApexChart
UC-VPSC-032	Delivery	Average Delay chart	Days delay comparison	ApexChart
UC-VPSC-033	Pricing	Unit Price comparison	Bar chart sorted by price	ApexChart
UC-VPSC-034	Pricing	Market Deviation chart	Deviation % from average	ApexChart
UC-VPSC-035	Pricing	Product Comparison table	Market avg, best vendor, range	Table
UC-VPSC-036	Payment	On-Time Rate chart	Payment timeliness	ApexChart
UC-VPSC-037	Payment	Avg Delay chart	Payment delay days	ApexChart
UC-VPSC-038	Payment	Status Distribution	Early/OnTime/Late stacked	ApexChart
UC-VPSC-039	Spend	Total Spend chart	Descending spend bars	ApexChart
UC-VPSC-040	Spend	Order Frequency	Orders per month	ApexChart
UC-VPSC-041	Spend	Avg Order Value	AOV comparison	ApexChart
UC-VPSC-042	Profitability	Net Profit chart	Profit by vendor	ApexChart
UC-VPSC-043	Profitability	ROI chart	ROI % comparison	ApexChart
UC-VPSC-044	Profitability	Profit Breakdown	Gross/Defect/Return costs	ApexChart
UC-VPSC-045	Profitability	Contribution %	Profit contribution chart	ApexChart
UC-VPSC-046	Score Color	>= 80	text-success	CSS class
UC-VPSC-047	Score Color	60-79	text-primary	CSS class
UC-VPSC-048	Score Color	40-59	text-warning	CSS class
UC-VPSC-049	Score Color	< 40	text-danger	CSS class
UC-VPSC-050	Category Badge	Excellent	bg-success	Badge class
UC-VPSC-051	Category Badge	Good	bg-primary	Badge class
UC-VPSC-052	Category Badge	Average	bg-warning	Badge class
UC-VPSC-053	Category Badge	Poor	bg-danger	Badge class
UC-VPSC-054	Empty State	No data	Warning alert with message	Alert warning
UC-VPSC-055	Navigation	Details click	Navigate to /vendors?id={id}	NavigateTo

Customer Credit Aging Use Cases (CustomerCreditAging.razor)

ID	Section	Action	Expected Outcome	Controls
UC-CCAGING-001	Page Load	Navigate to /customer-credit-aging	Loads aging dashboard	Container
UC-CCAGING-002	Page Load	Navigate to /accounts-receivable	Same page alternate route	Route
UC-CCAGING-003	Loading	Data loading	Shows spinner with message	Spinner
UC-CCAGING-004	Error	Error occurs	Shows alert-danger	Alert danger
UC-CCAGING-005	Info	No business context	Shows alert-warning	Alert warning
UC-CCAGING-006	Summary Card	Total Outstanding	₹N2 format + customer count	Card
UC-CCAGING-007	Summary Card	Overdue Amount	₹N2 format + percentage	Card
UC-CCAGING-008	Summary Card	Average DSO	N0 days format	Card
UC-CCAGING-009	Summary Card	High Risk Customers	High + Critical count	Card
UC-CCAGING-010	Chart Data	Aging buckets	Current/30/60/90+ day buckets	AgingChartData
UC-CCAGING-011	Chart Data	Risk categories	Low/Medium/High/Critical counts	RiskCategoryData
UC-CCAGING-012	Utilization	> 100%	bg-danger class	Badge
UC-CCAGING-013	Utilization	> 80%	bg-warning class	Badge
UC-CCAGING-014	Utilization	> 50%	bg-info class	Badge
UC-CCAGING-015	Utilization	<= 50%	bg-success class	Badge
UC-CCAGING-016	Risk Score	> 80	bg-danger badge	Badge
UC-CCAGING-017	Risk Score	> 60	bg-warning badge	Badge
UC-CCAGING-018	Risk Score	> 30	bg-info badge	Badge
UC-CCAGING-019	Risk Score	<= 30	bg-success badge	Badge
UC-CCAGING-020	Risk Category	Critical	bg-danger badge	Badge
UC-CCAGING-021	Risk Category	High	bg-warning badge	Badge
UC-CCAGING-022	Risk Category	Medium	bg-info badge	Badge
UC-CCAGING-023	Risk Category	Low	bg-success badge	Badge
UC-CCAGING-024	Trend Badge	Improving	bg-success badge	Badge
UC-CCAGING-025	Trend Badge	Stable	bg-info badge	Badge
UC-CCAGING-026	Trend Badge	Declining	bg-warning badge	Badge
UC-CCAGING-027	Trend Badge	Critical	bg-danger badge	Badge
UC-CCAGING-028	Reminder Config	Message template	Placeholders: CustomerName, OverdueAmount, DaysOverdue	Textarea
UC-CCAGING-029	Reminder Config	Channel	Email/SMS/Both dropdown	Select
UC-CCAGING-030	Reminder Config	Include invoice details	Boolean toggle	Checkbox
UC-CCAGING-031	Reminder Targeting	Min days overdue	Filter by days	Input
UC-CCAGING-032	Reminder Targeting	Min amount	Filter by amount	Input
UC-CCAGING-033	Reminder Targeting	Risk categories	Multi-select filter	Dropdown
UC-CCAGING-034	Reminder Preview	GetTargetedCustomerCount	Returns filtered count	Method
UC-CCAGING-035	Reminder Preview	GetTargetedOverdueAmount	Returns ₹N2 total	Method
UC-CCAGING-036	Send Reminders	Confirmation	JS confirm dialog	Confirm
UC-CCAGING-037	Send Reminders	Success	Alert with count sent	Alert
UC-CCAGING-038	Preview Reminders	Click	Shows targeted info + sample	Alert
UC-CCAGING-039	Template	Friendly	Polite reminder text	UseTemplate
UC-CCAGING-040	Template	Formal	Business formal text	UseTemplate
UC-CCAGING-041	Template	Urgent	Urgent notice text	UseTemplate
UC-CCAGING-042	Customer Details	View button	ViewCustomerDetails with ID	Button
UC-CCAGING-043	Data Load	Parallel loading	Aging/Limits/Risk/Summary tasks	Task.WhenAll
UC-CCAGING-044	Risk Options	Dropdown values	Low/Medium/High/Critical	DropDownOption
UC-CCAGING-045	Channel Options	Dropdown values	Email/SMS/Both	DropDownOption

Vendor Analytics Page Use Cases (VendorAnalytics.razor)

ID	Section	Action	Expected Outcome	Controls
UC-VANALYTICS-001	Page Load	Navigate to /vendor-analytics	Page loads with spinner, then displays dashboard	Page container
UC-VANALYTICS-002	Auth	Access without CustomerAdmin	Redirect to unauthorized	Authorize attribute
UC-VANALYTICS-003	Business	No business selected	Shows "select a business" alert	Alert info
UC-VANALYTICS-004	Date Filter	Set from date	fromDate bound to input	Date input
UC-VANALYTICS-005	Date Filter	Set to date	toDate bound to input	Date input
UC-VANALYTICS-006	Date Filter	Click Apply	RefreshData called, reloads analytics	Apply button
UC-VANALYTICS-007	Refresh	Click Refresh button	RefreshData reloads all data	Refresh button
UC-VANALYTICS-008	KPI Card	Active Vendors displayed	Shows totalVendors count	Card body
UC-VANALYTICS-009	KPI Card	New vendors this period	Shows newVendorsThisPeriod	Small text
UC-VANALYTICS-010	KPI Card	Total Purchases	Shows totalPurchases formatted ₹N0	Card body
UC-VANALYTICS-011	KPI Card	Purchase growth	Shows purchaseGrowthPercent with +/- icon	Small text
UC-VANALYTICS-012	KPI Card	Pending Payments	Shows pendingPayments formatted ₹N0	Card body
UC-VANALYTICS-013	KPI Card	Overdue invoices count	Shows overdueInvoices number	Small text
UC-VANALYTICS-014	KPI Card	Avg Vendor Rating	Shows averageVendorRating F1 format	Card body
UC-VANALYTICS-015	Chart	Purchase Volume Trend	Line chart with ₹ formatted tooltips	Canvas purchaseTrendChart
UC-VANALYTICS-016	Chart	Top Vendors doughnut	Shows top 10 vendors by purchase	Canvas topVendorsChart
UC-VANALYTICS-017	Chart	Vendor Ratings radar	5-axis radar chart 0-100 scale	Canvas vendorRatingsChart
UC-VANALYTICS-018	Chart	Payment Status pie	Paid/Pending/Overdue distribution	Canvas paymentStatusChart
UC-VANALYTICS-019	Table	Vendor Name column	Shows name with icon and code	td
UC-VANALYTICS-020	Table	Total Purchases	Right-aligned ₹N0 format green	td text-end
UC-VANALYTICS-021	Table	Orders Count	Right-aligned bold	td text-end
UC-VANALYTICS-022	Table	Avg Order Value	Right-aligned ₹N0	td text-end
UC-VANALYTICS-023	Table	Pending Amount	Conditional color warning/success	td text-end
UC-VANALYTICS-024	Table	Quality Rating badge	Color by GetRatingBadgeClass	Badge
UC-VANALYTICS-025	Table	Delivery Rating badge	Color by GetRatingBadgeClass	Badge
UC-VANALYTICS-026	Table	Price Rating badge	Color by GetRatingBadgeClass	Badge
UC-VANALYTICS-027	Table	Overall Rating badge	Color by GetRatingBadgeClass	Badge
UC-VANALYTICS-028	Table	Status badge	Active=green, Inactive=secondary	Badge
UC-VANALYTICS-029	Export	Click Export button	Downloads CSV with analytics	Export button
UC-VANALYTICS-030	Export	CSV content	Headers + data rows properly formatted	CSV file
UC-VANALYTICS-031	Rating	Score >= 80	bg-success badge	Badge class
UC-VANALYTICS-032	Rating	Score 60-79	bg-warning badge	Badge class
UC-VANALYTICS-033	Rating	Score 40-59	bg-info badge	Badge class
UC-VANALYTICS-034	Rating	Score < 40	bg-danger badge	Badge class
UC-VANALYTICS-035	Empty State	No vendor data	Shows inbox icon with message	Text center div
UC-VANALYTICS-036	Business Change	Switch business	HandleBusinessChanged reloads data	Event handler
UC-VANALYTICS-037	Dispose	Component disposed	Unsubscribes from OnChanged event	Dispose method
UC-VANALYTICS-038	Chart Init	First render	initializeVendorAnalyticsCharts called	JS interop
UC-VANALYTICS-039	Chart Update	Data loaded	updateVendorAnalyticsCharts called	JS interop
UC-VANALYTICS-040	Growth Icon	Positive growth	Arrow up icon	bi-arrow-up
UC-VANALYTICS-041	Growth Icon	Negative growth	Arrow down icon	bi-arrow-down
UC-VANALYTICS-042	Growth Color	Positive	text-success class	Span class
UC-VANALYTICS-043	Growth Color	Negative	text-danger class	Span class
UC-VANALYTICS-044	Table Sort	Default order	Sorted by TotalPurchases descending	OrderByDescending
UC-VANALYTICS-045	Accessibility	Table role	role="table" with aria-label	Table attributes