Technical use-case library

Receipts | 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.
S15

Receipts

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

Route/receipts
Entry pathMain nav > Receipts
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Playwright coverage

Screen smoke

Detailed source

10-UC-Receipts.md

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