Technical use-case library

Batch-Linked Payables | Rabbit Accounts Use-Case Library

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S38

Batch-Linked Payables

Batch-linked accounts payable analysis with payment status, vendor linkage, cash flow forecast, and payment strategy recommendations.

Route/batch-linked-payables
Entry pathAnalytics nav > Batch-Linked Payables
Product manualOpen user manual page
Playwright coverage

Screen smoke

Detailed source

24-UC-BatchLinkedPayables.md

UC-BATLNK: Batch Linked Payables Page Use Cases

Page: BatchLinkedPayables.razor Route: /batch-linked-payables Menu Position: 23 (Analytics & Tracking > Batch-Linked Payables)

Overview

Batch-linked accounts payable analysis with payment status, vendor linkage, cash flow forecast, and payment strategy recommendations.

Section: Page Header & Actions

ID Section Action Expected Outcome Controls Affected
UC-BATLNK-001 Header Load page Title "Batch-Linked Accounts Payable", h2 with link icon, subtitle text PageTitle, h2, p
UC-BATLNK-002 Actions Click "Refresh" Reloads all data Refresh btn
UC-BATLNK-003 Actions Click "Process Batch Payment" Opens payment processing modal Process btn

Section: Loading State

ID Section Action Expected Outcome Controls Affected
UC-BATLNK-004 Loading During load Spinner with "Loading batch payable data..." spinner-border

Section: Analysis Overview Cards (4 cards)

ID Section Action Expected Outcome Controls Affected
UC-BATLNK-005 Overview Batch-Linked Payables Purple gradient card, amount in C format, batch count First card
UC-BATLNK-006 Overview Unlinked Payables Pink gradient card, amount, invoice count Second card
UC-BATLNK-007 Overview Linkage Rate Blue gradient card, percentage, "batch traceability" Third card
UC-BATLNK-008 Overview Total Outstanding Green gradient card, sum of linked + unlinked Fourth card

Section: Batch Payment Status Table

ID Section Action Expected Outcome Controls Affected
UC-BATLNK-009 Table View headers 9 columns: Batch, Product, Vendor, Batch Cost, Outstanding, Payment %, Status, Profit Impact, Actions thead
UC-BATLNK-010 Table Batch cell Batch number (bold), days outstanding below Batch cell
UC-BATLNK-011 Table Overdue row Red table-danger row styling table-danger row class
UC-BATLNK-012 Table Payment progress Progress bar with color based on percentage Progress bar
UC-BATLNK-013 Table Status badge Fully Paid (success), Partially Paid (warning), Unpaid (danger) Status badges
UC-BATLNK-014 Table Profit Impact Green if positive, red if negative Color classes
UC-BATLNK-015 Table Dropdown actions "View Profitability Impact", "Process Payment" options Dropdown menu
UC-BATLNK-016 Table Empty state Icon and "No batch payment data available" message Empty state
UC-BATLNK-017 Table Max rows Shows max 10 batch statuses Limit

Section: Vendor Linkage Status

ID Section Action Expected Outcome Controls Affected
UC-BATLNK-018 Vendor Card header "Vendor Linkage Status" with building icon Card header
UC-BATLNK-019 Vendor Linkage item Vendor name, linked/total batches, progress bar, outstanding amount List item
UC-BATLNK-020 Vendor Progress bar Shows linkage percentage Progress bar
UC-BATLNK-021 Vendor Empty state Icon and "No vendor linkage data" Empty state
UC-BATLNK-022 Vendor Max items Shows max 8 vendors Limit

Section: Cash Flow Forecast

ID Section Action Expected Outcome Controls Affected
UC-BATLNK-023 Forecast Section header "Batch Payables Forecast (Next 30 Days)" with calendar icon Card header
UC-BATLNK-024 Forecast Summary cards Total Forecast, Profit Impact, Critical Payments count, Forecast Days 4 summary boxes
UC-BATLNK-025 Forecast Daily table Date, Forecasted Payments, Batch Count, Profit Impact, Major Batches Forecast table
UC-BATLNK-026 Forecast Profit impact color Green if positive, red if negative Color classes
UC-BATLNK-027 Forecast Max rows Shows max 10 days with payments > 0 Limit

Section: Recommendations Panel

ID Section Action Expected Outcome Controls Affected
UC-BATLNK-028 Recs Section header "Payment Strategy Recommendations" with lightbulb icon Card header
UC-BATLNK-029 Recs Strategy info Optimal strategy name, potential profit improvement Strategy section
UC-BATLNK-030 Recs Action items List of recommended actions with check icons Action list
UC-BATLNK-031 Recs Priority batches Top 5 priority batches with badge, number, amount Priority list

Section: TODO Items - ✅ ALL IMPLEMENTED

ID Section Action Expected Outcome Status
UC-BATLNK-032 Actions Click "View Profitability Impact" Shows batch profitability analysis modal with metrics, vendor info, profit impact ✅ IMPLEMENTED
UC-BATLNK-033 Actions Click "Process Payment" Shows payment processing modal with form (amount, date, method, reference, notes) ✅ IMPLEMENTED
UC-BATLNK-034 Actions Process payment for batch ProcessBatchPayment() opens modal, ConfirmPayment() processes payment ✅ IMPLEMENTED

Section: Data Validation Requirements

ID Validation Requirement
UC-BATLNK-035 Linkage Rate Must calculate (LinkedPayables / TotalPayables) × 100
UC-BATLNK-036 Currency Format All amounts use C format (currency)
UC-BATLNK-037 Forecast Period Must show 30-day forecast

Total Use Cases: 37