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Task #841

open

Epic #786: Square Payment Gateway Integration

Feature #836: Payment Reporting & Analytics

Financial Summary Report

Added by Redmine Admin about 2 months ago. Updated about 1 month ago.

Status:
Ready for Client
Priority:
Normal
Assignee:
-
Start date:
04/22/2026
Due date:
% Done:

0%

Estimated time:

Description

Implement aggregated reporting:

Total revenue (daily, weekly, monthly)
Successful vs failed transactions
Refund totals
Average transaction value

Actions #1

Updated by Deeksha Singh about 1 month ago

Module: Financial Summary Report

TC_ID_FIN_REPORT_01
Title: Verify total revenue is calculated correctly for given period
Preconditions: Transactions available
Steps:

Generate report for a time period
Test Data: total revenue
Expected Result: Correct total revenue displayed

TC_ID_FIN_REPORT_02
Title: Verify total revenue for daily, weekly, and monthly view
Preconditions: Data available across different dates
Steps:

Generate report for daily, weekly, monthly
Test Data: date-based data
Expected Result: Revenue shown correctly for each period

TC_ID_FIN_REPORT_03
Title: Verify successful and failed transactions count
Preconditions: Transactions with different statuses
Steps:

Generate report
Test Data: successful, failed
Expected Result: Correct count for both categories

TC_ID_FIN_REPORT_04
Title: Verify refund totals are calculated correctly
Preconditions: Refunded transactions exist
Steps:

Generate report
Test Data: refunded transactions
Expected Result: Correct refund total displayed

TC_ID_FIN_REPORT_05
Title: Verify average transaction value calculation
Preconditions: Transactions available
Steps:

Generate report
Test Data: transaction amounts
Expected Result: Average transaction value calculated correctly

TC_ID_FIN_REPORT_06
Title: Verify report updates with latest transaction data
Preconditions: New transactions added
Steps:

Generate report after new data
Test Data: updated transactions
Expected Result: Report reflects latest data

Actions #2

Updated by Abhishek Thakur about 1 month ago

  • Status changed from New to Ready for Client
Actions

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