S09
Collections
Customer collections management with receivables snapshot, payment recording, allocation preview, and payment history.
Route/payments
Entry pathMain nav > Collections
Detailed source
08-UC-AccountsPayable.md
UC-PAY: Collections Page Use Cases
Page: Payments.razor
Route: /payments
Menu Position: 8 (Collections)
Execution Note: Use 00B-UC-Current-Live-Test-Basis.md for live pass/fail testing. This detailed file is retained mainly for legacy control-ID continuity and is not the canonical automation source.
Overview
Customer collections management with receivables snapshot, payment recording, allocation preview, 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