Technical use-case library

Dashboard | Rabbit Accounts Use-Case Library

Use this page for technical screen behavior, source references, and active Playwright coverage.

Rabbit Accounts This library is for reviewers, QA, and implementation traceability. Use the product manual for customer-facing guidance.
S01

Dashboard

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

Route/
Entry pathMain nav > Dashboard
Product manualOpen user manual page
Playwright coverage

Functional

Detailed source

01-UC-Dashboard.md

UC-DASH: Dashboard Use Cases

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

Overview

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

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

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

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

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

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

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

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

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

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.

Total Use Cases: 50

Visual walkthrough

Screen snapshots

Open any image for a closer look. The manual keeps screenshots on screen pages so the index stays light.

Full page Dashboard Overview full page
Dashboard Overview full-page screenshot

Full-page walkthrough of dashboard overview in the reviewer manual.
Focused crop KPI summary cards
KPI summary cards focused screenshot

Focused crop of the dashboard KPI section used to orient reviewers quickly.