Technical use-case library

Reports Hub | 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.
S16

Reports Hub

Reports hub page providing current navigation to 15 report destinations across 4 categories: Sales, Customer, Inventory, and Financial. Tile availability and destinations are driven by `ReportConfigurationService`.

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

Functional

Detailed source

11-UC-ReportsIndex.md

UC-RPTIDX: Reports Index Page Use Cases

Page: ReportsIndex.razor Route: /reports Menu Position: 11 (Main Navigation > Reports & Analytics)

Overview

Reports hub page providing current navigation to 15 report destinations across 4 categories: Sales, Customer, Inventory, and Financial. Tile availability and destinations are driven by ReportConfigurationService.

Section: Page Header & Actions

ID Section Action Expected Outcome Controls Affected
UC-RPTIDX-001 Header Load page Reports & Analytics title renders with the chart icon and action buttons Page title, icon, action bar
UC-RPTIDX-002 Header No business selected Info alert requests business selection before viewing reports Alert message
UC-RPTIDX-003 Header Click Refresh Calls LoadReportData() and refreshes KPI values for the selected business Refresh button, KPI cards
UC-RPTIDX-004 Header Click Export Report Generates a CSV summary file for the visible KPI values Export button

Section: KPI Summary Cards

ID Section Action Expected Outcome Controls Affected
UC-RPTIDX-005 KPI View Total Sales Blue card shows month-to-date total sales KPI card 1
UC-RPTIDX-006 KPI View Active Customers Green card shows count of customers with sales this month KPI card 2
UC-RPTIDX-007 KPI View Outstanding Warning card shows current total due KPI card 3
UC-RPTIDX-008 KPI View Average Order Value Info card shows average order value for the month KPI card 4
UC-RPTIDX-009 KPI Change selected business KPI values reload and stay scoped to the selected business only Business-scoped data

Section: Sales Reports Card

ID Section Action Expected Outcome Controls Affected
UC-RPTIDX-010 Sales View category header Sales Reports card renders with 3 actionable report tiles Sales category card
UC-RPTIDX-011 Sales Click Sales Summary Navigates to /sales-summary-report Sales Summary tile
UC-RPTIDX-012 Sales Click Top Selling Products Navigates to /sales-summary-report?view=top-products Top Selling Products tile
UC-RPTIDX-013 Sales Click Sales Trends Navigates to /sales-summary-report?view=sales-trends Sales Trends tile
UC-RPTIDX-014 Sales Review tile status badges Each sales tile shows its current status text from report configuration Sales status badges

Section: Customer Reports Card

ID Section Action Expected Outcome Controls Affected
UC-RPTIDX-015 Customer View category header Customer Reports card renders with 3 actionable report tiles Customer category card
UC-RPTIDX-016 Customer Click Customer Analysis Navigates to /customer-analysis-report Customer Analysis tile
UC-RPTIDX-017 Customer Click Outstanding Balances Navigates to /reports/outstanding-balances Outstanding Balances tile
UC-RPTIDX-018 Customer Click Customer Activity Navigates to /reports/customer-activity Customer Activity tile
UC-RPTIDX-019 Customer Review tile status badges Each customer tile shows its current status text from report configuration Customer status badges

Section: Inventory Reports Card

ID Section Action Expected Outcome Controls Affected
UC-RPTIDX-020 Inventory View category header Inventory Reports card renders with 4 actionable report tiles Inventory category card
UC-RPTIDX-021 Inventory Click Stock Levels Navigates to /reports/stock-levels Stock Levels tile
UC-RPTIDX-022 Inventory Click Inventory Valuation Navigates to /reports/inventory-valuation Inventory Valuation tile
UC-RPTIDX-023 Inventory Click Slow Moving Items Navigates to /reports/slow-moving-items Slow Moving Items tile
UC-RPTIDX-024 Inventory Click Stock Transfer History Navigates to /reports/stock-transfer-history Stock Transfer History tile
UC-RPTIDX-025 Inventory Review tile status badges Each inventory tile shows its current status text from report configuration Inventory status badges

Section: Financial Reports Card

ID Section Action Expected Outcome Controls Affected
UC-RPTIDX-026 Financial View category header Financial Reports card renders with 5 actionable report tiles Financial category card
UC-RPTIDX-027 Financial Click Profit & Loss Navigates to /reports/profit-loss-statement Profit & Loss tile
UC-RPTIDX-028 Financial Click Cash Flow Navigates to /reports/cash-flow Cash Flow tile
UC-RPTIDX-029 Financial Click Tax Summary Navigates to /tax-summary-report Tax Summary tile
UC-RPTIDX-030 Financial Click Cost Variance Analysis Navigates to /cost-variance-reporting Cost Variance tile
UC-RPTIDX-031 Financial Click Bank Reconciliation Navigates to /reports/bank-reconciliation Bank Reconciliation tile
UC-RPTIDX-032 Financial Review tile status badges Each financial tile shows its current status text from report configuration Financial status badges

Section: Export Functionality

ID Section Action Expected Outcome Controls Affected
UC-RPTIDX-033 Export Export report summary Downloads a CSV file named reports_summary_YYYYMMDD_HHmmss.csv Export button, browser download
UC-RPTIDX-034 Export Verify CSV header CSV starts with Report Type,Value,Description CSV content
UC-RPTIDX-035 Export Verify CSV rows CSV contains rows for Total Sales, Active Customers, Outstanding, and Average Order Value CSV content
UC-RPTIDX-036 Export Verify exported values Exported KPI values match the numbers visible on the page at export time CSV data integrity

Section: Navigation Feedback

ID Section Action Expected Outcome Controls Affected
UC-RPTIDX-037 Navigation Launch any enabled report tile Info toast Opening [Report Name]... appears before navigation Toast notification
UC-RPTIDX-038 Navigation Observe route transition Navigation waits briefly to show feedback, then opens the configured route Toast delay and route change
UC-RPTIDX-039 Navigation Launch while a report is generating Interactions are disabled until generation flow completes Tile disabled state

Section: Authorization, Configuration, And Context

ID Section Action Expected Outcome Controls Affected
UC-RPTIDX-040 Auth Open page without required policy CustomerAdmin policy protects the page Authorization
UC-RPTIDX-041 Config Resolve tile destinations Tile destinations come from ReportConfigurationService rather than hardcoded screen assumptions Report configuration
UC-RPTIDX-042 Config Resolve status text Tile badges show current configuration status text for each report Status badge source
UC-RPTIDX-043 Context Initialize with valid business Page loads configurations and KPI data during initialization Initialization flow
UC-RPTIDX-044 Context Switch businesses Business change event triggers KPI reload for the newly selected business Business selection event
UC-RPTIDX-045 Context Clear invalid state When no business is selected, KPI state clears and the info prompt remains visible Empty-context behavior
UC-RPTIDX-046 Context Dispose component Component unsubscribes from BusinessSelection.OnChanged on dispose Cleanup

Section: Current Live Regression Notes

ID Section Action Expected Outcome Controls Affected
UC-RPTIDX-047 Regression Basis Use this doc for live test routing Current route assertions match ReportsIndex.razor and ReportConfigurationService.cs Canonical routing
UC-RPTIDX-048 Regression Basis Exclude legacy placeholder routes Customer, inventory, and financial tiles do not use the older shared-placeholder destinations Legacy route cleanup
UC-RPTIDX-049 Regression Basis Exclude obsolete Tax Summary alert checks Tax Summary is treated as a live routed report in the current basis Tax Summary coverage
UC-RPTIDX-050 Regression Basis Count the active report destinations Reports hub covers 15 current destinations across 4 categories Coverage proof

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 Reports & Analytics full page
Reports & Analytics full-page screenshot

Full-page walkthrough of reports & analytics in the reviewer manual.
Focused crop Sales report category
Sales report category focused screenshot

Focused crop of the report hub category cards used to reach major reviewer workflows.