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Excel Import | Rabbit Accounts Use-Case Library

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S39

Excel Import

Excel file import and validation for bulk data operations including products, customers, vendors, and transactions.

Route/excel-import
Entry pathAnalytics nav > Excel Import
Product manualOpen user manual page
Playwright coverage

Functional

Detailed source

25-UC-ExcelImport.md

UC-ExcelImport: Excel Import Page Use Cases

Page: ExcelImportValidation.razor Route: /excel-import Menu Position: 25 (Analytics & Tracking > Excel Import)

Overview

Excel file import and validation for bulk data operations including products, customers, vendors, and transactions.

Section: Page Header

ID Section Action Expected Outcome Controls Affected
UC-EXCEL-001 Header Load page Title "Excel Import - [BusinessName]", file upload section visible PageTitle, h2
UC-EXCEL-002 Header No business selected Alert "Please select a business to import data" alert alert-info

Section: Import Type Selection

ID Section Action Expected Outcome Controls Affected
UC-EXCEL-003 Type View import types Options: Products, Customers, Vendors, Sales, Inventory Import type selector
UC-EXCEL-004 Type Select Products Shows products template info and upload field Type-specific UI
UC-EXCEL-005 Type Select Customers Shows customers template info and upload field Type-specific UI
UC-EXCEL-006 Type Select Vendors Shows vendors template info and upload field Type-specific UI

Section: File Upload

ID Section Action Expected Outcome Controls Affected
UC-EXCEL-007 Upload View upload area Drag-drop zone with "Choose File" button File upload area
UC-EXCEL-008 Upload Click Choose File File browser opens InputFile
UC-EXCEL-009 Upload Drag Excel file File accepted if .xlsx/.xls Drag-drop zone
UC-EXCEL-010 Upload Invalid file type Error message "Only Excel files supported" Error alert
UC-EXCEL-011 Upload File selected Shows file name, size, ready to process File info display
UC-EXCEL-012 Upload Click Download Template Downloads template for selected import type Download button

Section: Validation

ID Section Action Expected Outcome Controls Affected
UC-EXCEL-013 Validate Click Validate Processing spinner, validates all rows Validate button
UC-EXCEL-014 Validate All rows valid Green success "X rows ready to import" Success alert
UC-EXCEL-015 Validate Some rows invalid Yellow warning with error count, error list Warning alert, error list
UC-EXCEL-016 Validate Column mismatch Error "Missing required columns: X, Y, Z" Error alert
UC-EXCEL-017 Validate View errors Table showing row number, column, error message Error table

Section: Preview

ID Section Action Expected Outcome Controls Affected
UC-EXCEL-018 Preview View preview table Shows first 10 rows of data to import Preview table
UC-EXCEL-019 Preview Invalid row Row highlighted in red with error icon Row styling
UC-EXCEL-020 Preview Valid row Row in normal styling Row styling
UC-EXCEL-021 Preview Total rows Shows "Total: X rows, Valid: Y, Invalid: Z" Summary text

Section: Import

ID Section Action Expected Outcome Controls Affected
UC-EXCEL-022 Import Import button disabled Disabled until validation passes Import button
UC-EXCEL-023 Import Click Import Processing with progress bar Progress indicator
UC-EXCEL-024 Import Import success Green success "X records imported successfully" Success alert
UC-EXCEL-025 Import Partial success "Imported: X, Skipped: Y" with error details Warning alert
UC-EXCEL-026 Import Import failure Error message with retry option Error alert
UC-EXCEL-027 Import Import complete Reset form, ready for next import Form reset

Section: Data Validation Requirements

ID Validation Requirement
UC-EXCEL-028 File Size Max file size limit enforced
UC-EXCEL-029 Column Mapping Required columns validated
UC-EXCEL-030 Data Types Number, date, text types validated
UC-EXCEL-031 Duplicates Duplicate detection for codes/IDs
UC-EXCEL-032 References Foreign key references validated

Total Use Cases: 32