Technical use-case library

Sales | Rabbit Accounts Use-Case Library

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Rabbit Accounts This library is for reviewers, QA, and implementation traceability. Use the product manual for customer-facing guidance.
S06

Sales

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

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

Functional

Detailed source

06-UC-Sales.md

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

Visual walkthrough

Screen snapshots

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Full page Sales Orders full page
Sales Orders full-page screenshot

Full-page walkthrough of sales orders in the reviewer manual.