Use this page for technical screen behavior, source references, and active Playwright coverage.
Credit Management supports credit limit review, hold/release, risk indicators, filters.
| ID | Section | Action | Expected Outcome | Controls |
|---|---|---|---|---|
| UC-CREDMGMT-001 | Page Load | Navigate to /credit-management | Dashboard cards + tabs load | Container |
| UC-CREDMGMT-002 | Dashboard | Outstanding Credits card | Shows totalOutstandingCredit C format | Card primary |
| UC-CREDMGMT-003 | Dashboard | Credits Issued Today | Shows creditsIssuedToday + count | Card success |
| UC-CREDMGMT-004 | Dashboard | Credits Used Today | Shows creditsUsedToday | Card info |
| UC-CREDMGMT-005 | Dashboard | Expiring Soon card | Shows creditsExpiringSoon (30 days) | Card warning |
| UC-CREDMGMT-006 | Tab | Customer Credits tab | Shows customer credit balances table | Tab pane |
| UC-CREDMGMT-007 | Tab | Transactions tab | Shows credit transaction history | Tab pane |
| UC-CREDMGMT-008 | Tab | Process Refunds tab | Refund form + recent refunds | Tab pane |
| UC-CREDMGMT-009 | Tab | Batch Allocation tab | Multi-row allocation form | Tab pane |
| UC-CREDMGMT-010 | Tab | Analytics tab | Credit overview + trends | Tab pane |
| UC-CREDMGMT-011 | Customer Table | Row number | Sequential with pagination offset | th scope row |
| UC-CREDMGMT-012 | Customer Table | Customer name/code | Stacked display | td |
| UC-CREDMGMT-013 | Customer Table | Total Issued | FormatCurrency Indian format | td text-end |
| UC-CREDMGMT-014 | Customer Table | Total Used | FormatCurrency | td text-end |
| UC-CREDMGMT-015 | Customer Table | Available | Bold FormatCurrency | td text-end fw-semibold |
| UC-CREDMGMT-016 | Customer Table | Pending Credits | FormatCurrency | td text-end |
| UC-CREDMGMT-017 | Customer Table | Expired Credits | FormatCurrency | td text-end |
| UC-CREDMGMT-018 | Customer Table | Utilization % | Progress bar with value | td |
| UC-CREDMGMT-019 | Customer Table | Last Activity | FormatDate MMM dd yyyy | td |
| UC-CREDMGMT-020 | Customer Table | Status badge | GetUtilizationBadgeClass | Badge |
| UC-CREDMGMT-021 | Customer Table | View History btn | ViewCustomerHistory called | Button outline-primary |
| UC-CREDMGMT-022 | Customer Table | Add Credit btn | BeginAdjustmentForCustomer | Button outline-success |
| UC-CREDMGMT-023 | Customer Table | Allocate btn | BeginAllocationForCustomer | Button outline-info |
| UC-CREDMGMT-024 | Customer Table | Footer totals | Sum of issued/used/available | tfoot |
| UC-CREDMGMT-025 | Customer Filter | Search input | customerSearchTerm binding | Input text |
| UC-CREDMGMT-026 | Customer Filter | Status dropdown | active/expired/high-value | Select |
| UC-CREDMGMT-027 | Customer Filter | Min Credit | minAvailableCredit | Input number |
| UC-CREDMGMT-028 | Customer Filter | Filter button | ApplyCustomerFilters | Button primary |
| UC-CREDMGMT-029 | Customer Filter | Reset button | ResetCustomerFilters | Button outline-secondary |
| UC-CREDMGMT-030 | Pagination | Previous button | ChangeCustomerCreditsPage(-1) | Page button |
| UC-CREDMGMT-031 | Pagination | Page numbers | SetCustomerCreditsPage | Page buttons |
| UC-CREDMGMT-032 | Pagination | Next button | ChangeCustomerCreditsPage(1) | Page button |
| UC-CREDMGMT-033 | Pagination | Page description | GetPageDescription | Text muted |
| UC-CREDMGMT-034 | Refund Form | Order ID input | refundOrderIdString binding | InputText |
| UC-CREDMGMT-035 | Refund Form | Refund Amount | refundRequest.RefundAmount | InputNumber |
| UC-CREDMGMT-036 | Refund Form | Reason textarea | refundRequest.Reason | InputTextArea |
| UC-CREDMGMT-037 | Refund Form | Expiry Date | refundRequest.ExpiryDate optional | InputDate |
| UC-CREDMGMT-038 | Refund Form | Submit | ProcessRefund validates + processes | Button submit |
| UC-CREDMGMT-039 | Recent Refunds | Table | Shows last 10 refunds | Table sm |
| UC-CREDMGMT-040 | Batch Allocation | Add Row | AddAllocationRow adds entry | Button |
| UC-CREDMGMT-041 | Batch Allocation | Remove Row | RemoveAllocationRow by index | Button danger |
| UC-CREDMGMT-042 | Batch Allocation | Process All | ProcessBatchAllocations | Button success |
| UC-CREDMGMT-043 | Batch Row | Customer ID | request.CustomerId input | Input |
| UC-CREDMGMT-044 | Batch Row | Order ID | request.OrderId input | Input |
| UC-CREDMGMT-045 | Batch Row | Amount | request.Amount input | Input number |
| UC-CREDMGMT-046 | Batch Row | Notes | request.Notes input | Input |
| UC-CREDMGMT-047 | Analytics | Credit Overview | Total issued/used/expired/outstanding | Card |
| UC-CREDMGMT-048 | Analytics | Utilization Rate | Progress bar with % | Progress |
| UC-CREDMGMT-049 | Analytics | Top Credit Customers | Top 8 by credit | Table |
| UC-CREDMGMT-050 | Analytics | Credit Trend | Monthly issued/used/net/count | Table |
| UC-CREDMGMT-051 | Adjustment Modal | Show | showAdjustmentModal = true | Modal |
| UC-CREDMGMT-052 | Adjustment Modal | Customer ID | adjustmentCustomerIdString | InputText |
| UC-CREDMGMT-053 | Adjustment Modal | Amount | adjustmentRequest.Amount +/- | InputNumber |
| UC-CREDMGMT-054 | Adjustment Modal | Reason | adjustmentRequest.Reason | InputTextArea |
| UC-CREDMGMT-055 | Adjustment Modal | Expiry | adjustmentRequest.ExpiryDate | InputDate |
| UC-CREDMGMT-056 | Adjustment Modal | Reference | adjustmentRequest.ReferenceNumber | InputText |
| UC-CREDMGMT-057 | Adjustment Modal | Submit | ProcessAdjustment | Button primary |
| UC-CREDMGMT-058 | Adjustment Modal | Close | CloseAdjustmentModal | Button/X |
| UC-CREDMGMT-059 | Utilization | >= 90% | bg-danger badge | Badge class |
| UC-CREDMGMT-060 | Utilization | 70-89% | bg-warning badge | Badge class |
| UC-CREDMGMT-061 | Utilization | 50-69% | bg-info badge | Badge class |
| UC-CREDMGMT-062 | Utilization | < 50% | bg-success badge | Badge class |
| UC-CREDMGMT-063 | Row Class | HasExpiredCredits | table-warning | tr class |
| UC-CREDMGMT-064 | Row Class | Utilization > 90% | table-danger | tr class |
| UC-CREDMGMT-065 | Row Class | IsHighValueCustomer | table-success | tr class |