Technical use-case library

Receivables Overview / Credit Aging | 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.
S11

Receivables Overview / Credit Aging

Accounts receivable, customer aging, credit utilization, and collection risk review for the selected business.

Route/accounts-receivable, /customer-credit-aging
Entry pathMain nav > Receivables Overview; Analytics > Credit & Aging
Product manualOpen user manual page
Playwright coverage

Screen smoke

Detailed source

09-UC-AccountsReceivable.md

UC-AccountsReceivable: Accounts Receivable & Customer Credit Page Use Cases

Page: CustomerCreditAging.razor Route: /accounts-receivable, /customer-credit-aging Menu Position: 9 (Accounts Receivable)

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

Accounts receivable, customer aging, credit utilization, and collection risk review for the selected business.

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: The live implementation is the combined receivables and credit-aging experience in CustomerCreditAging.razor.