Test Cases: Reports

Module	CORE-11	URD	Reports URD

Cases are aligned to URD v0.4 functional areas and verified against the Sales Report and Shift / POS Session developer docs. Advanced analytics (ADV) are Planned and intentionally untested until build starts.

1. Coverage Summary

Area	URD reqs	Test cases	Covered
Shift Reports (SHF)	6	7	✅
Sales Reports (SLS)	5	6	✅
Access & Scoping (ACC)	4	4	✅
Advanced Analytics (ADV)	5	0	⏳ Planned — out of scope

2. Test Cases

TC-<AREA>-NNN lines up with URD-<AREA>-NNN. Priority = P1 (critical) / P2 (major) / P3 (minor).

2.1 Shift Reports

TC ID	URD ref	Scenario	Steps	Expected	P
TC-SHF-001	URD-SHF-001	X report mid-shift	1. Open POS session 2. Request an X report	Interim cash and sales totals for the open session are shown	P1
TC-SHF-002	URD-SHF-001	X report is repeatable	1. Open session 2. Request X report twice	Both requests succeed; the session stays open and unaffected	P2
TC-SHF-003	URD-SHF-002	Z report on close	1. Close an open session 2. Inspect the result	A single Z report snapshot is produced for the session	P1
TC-SHF-004	URD-SHF-002	Z report is terminal	1. Session already closed 2. Attempt to close / re-generate Z	No second Z report is created; one per session	P1
TC-SHF-005	URD-SHF-003	Cash reconciliation	1. Open with float 500,000 2. Take cash sales 3. Close counting actual cash	Expected vs. actual computed; discrepancy shown	P1
TC-SHF-006	URD-SHF-004	Sales summary on report	1. Complete several orders in a shift 2. Generate the shift report	Gross, discount, tax, net, and order count appear	P2
TC-SHF-007	URD-SHF-005	Payment-method breakdown	1. Orders paid by cash, card, e-wallet 2. Generate the shift report	Totals split by payment method (where enabled)	P2

2.2 Sales Reports

TC ID	URD ref	Scenario	Steps	Expected	P
TC-SLS-001	URD-SLS-001	Daily summary	1. Completed orders over a 7-day range 2. Request daily summary for the range	Per-day gross, tax, discount, net, and order count are returned	P1
TC-SLS-002	URD-SLS-001	Empty range	1. No completed orders in range 2. Request daily summary	All totals are zero; report renders without error	P2
TC-SLS-003	URD-SLS-002	Top products	1. Several products sold in range 2. Request product sales	Products ranked by revenue / quantity	P2
TC-SLS-004	URD-SLS-003	Category sales	1. Sales across multiple categories 2. Request category sales	Totals broken down per category	P2
TC-SLS-005	URD-SLS-004	Category drill-down	1. A category with sales 2. Request that category's detail	Single-category detail returned	P3
TC-SLS-006	URD-SLS-005	Purchase summary	1. Purchase orders exist in range 2. Request purchase summary	Supplier / PO spending totals returned for cost comparison	P3

2.3 Access & Scoping

TC ID	URD ref	Scenario	Steps	Expected	P
TC-ACC-001	URD-ACC-001	Merchant isolation	1. User of Merchant B authenticated 2. Request any sales report	Only Merchant B figures returned; Merchant A data never appears	P1
TC-ACC-002	URD-ACC-002	Date range required	1. Request a sales report without from–to 2. Submit	Request is rejected / validation error on the missing range	P1
TC-ACC-003	URD-ACC-003	Only completed orders count	1. Mix of completed, cancelled, draft orders 2. Request daily summary	Only completed orders contribute; others excluded	P1
TC-ACC-004	URD-ACC-004	Graceful empty state	1. A merchant with zero data 2. Open any report	Report loads with zero totals; no error	P2

3. Traceability

Every Must requirement maps to ≥1 test case. Advanced analytics (ADV) are Planned and excluded by design.

URD requirement	Test case(s)	Status
URD-SHF-001	TC-SHF-001, TC-SHF-002	✅ Covered
URD-SHF-002	TC-SHF-003, TC-SHF-004	✅ Covered
URD-SHF-003	TC-SHF-005	✅ Covered
URD-SHF-004	TC-SHF-006	✅ Covered
URD-SHF-005	TC-SHF-007	✅ Covered
URD-SHF-006	—	⚠️ Uncovered (Should) — category breakdown on shift report
URD-SLS-001	TC-SLS-001, TC-SLS-002	✅ Covered
URD-SLS-002	TC-SLS-003	✅ Covered
URD-SLS-003	TC-SLS-004	✅ Covered
URD-SLS-004	TC-SLS-005	✅ Covered
URD-SLS-005	TC-SLS-006	✅ Covered
URD-ACC-001	TC-ACC-001	✅ Covered
URD-ACC-002	TC-ACC-002	✅ Covered
URD-ACC-003	TC-ACC-003	✅ Covered
URD-ACC-004	TC-ACC-004	✅ Covered
URD-ADV-001…005	—	⏳ Planned — not yet built, no test cases

Coverage: all Must requirements covered. One Should (URD-SHF-006) is flagged uncovered; ADV requirements are Planned and out of scope.