# 2. Impact & Budget Metrics — Test Cases

User Type: **CSR**
Source: *Mi Digital Academy - Education CRM Features Document*
Spec: impact_budget_metrics.md — every feature, sub-feature, and rule covered

## Test Execution Policy

- Zero tolerance: any deviation from the documented behavior is a defect.
- Every failed test is logged with a Bug ID, the feature, the sub-feature, the expected vs actual result, and the severity; 100% of bugs are fixed before the group passes.
- 100% pass rate is required for the group to be marked complete.

## Coverage Matrix

| Feature | Sub-feature / Rule | Test IDs |
|---------|--------------------|----------|
| 2.1 | Total beneficiaries reached | TC-CSR-2-01-001 |
| 2.1 | Students completed count | TC-CSR-2-01-002 |
| 2.1 | Certificates issued count | TC-CSR-2-01-003 |
| 2.1 | Average learning improvement percentage | TC-CSR-2-01-004 |
| 2.1 | Impact trend over time (monthly) | TC-CSR-2-01-005 |
| 2.1 | Impact Metrics Summary available on web and mobile | TC-CSR-2-01-006 |
| 2.1 | impact metrics summary event logging (viewed) | TC-CSR-2-01-007 |
| 2.1 | Audit logging of impact metrics summary | TC-CSR-2-01-008 |
| 2.1 | Rule: Total beneficiaries reached. | TC-CSR-2-01-009 |
| 2.1 | Rule: Students completed count. | TC-CSR-2-01-010 |
| 2.1 | Rule: Certificates issued count. | TC-CSR-2-01-011 |
| 2.1 | Rule: Average learning improvement percentage. | TC-CSR-2-01-012 |
| 2.1 | Rule: Impact trend over time (monthly). | TC-CSR-2-01-013 |
| 2.2 | Total budget vs disbursed vs remaining | TC-CSR-2-02-014 |
| 2.2 | Utilization by program | TC-CSR-2-02-015 |
| 2.2 | Utilization by period (monthly, quarterly) | TC-CSR-2-02-016 |
| 2.2 | Budget utilization percentage gauge | TC-CSR-2-02-017 |
| 2.2 | Overspend and underspend indicators | TC-CSR-2-02-018 |
| 2.2 | Budget Utilization Overview available on web and mobile | TC-CSR-2-02-019 |
| 2.2 | budget utilization overview event logging (viewed) | TC-CSR-2-02-020 |
| 2.2 | Audit logging of budget utilization overview | TC-CSR-2-02-021 |
| 2.2 | Rule: Total budget vs disbursed vs remaining. | TC-CSR-2-02-022 |
| 2.2 | Rule: Utilization by program. | TC-CSR-2-02-023 |
| 2.2 | Rule: Utilization by period (monthly, quarterly). | TC-CSR-2-02-024 |
| 2.2 | Rule: Budget utilization percentage gauge. | TC-CSR-2-02-025 |
| 2.2 | Rule: Overspend and underspend indicators. | TC-CSR-2-02-026 |

## 2.1 Impact Metrics Summary

### TC-CSR-2-01-001 — Total beneficiaries reached
**Type:** Positive
**Covers:** 2.1 → Total beneficiaries reached; Rule: Total beneficiaries reached.
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform: Total beneficiaries reached.
2. Observe the result and verify the full behavior: Total beneficiaries reached.
**Expected Result:** Total beneficiaries reached — delivered exactly as documented.
**Priority:** Critical

### TC-CSR-2-01-002 — Students completed count
**Type:** Positive
**Covers:** 2.1 → Students completed count; Rule: Students completed count.
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform: Students completed count.
2. Observe the result and verify the full behavior: Students completed count.
**Expected Result:** Students completed count — delivered exactly as documented.
**Priority:** High

### TC-CSR-2-01-003 — Certificates issued count
**Type:** Positive
**Covers:** 2.1 → Certificates issued count; Rule: Certificates issued count.
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform: Certificates issued count.
2. Observe the result and verify the full behavior: Certificates issued count.
**Expected Result:** Certificates issued count — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-2-01-004 — Average learning improvement percentage
**Type:** Positive
**Covers:** 2.1 → Average learning improvement percentage; Rule: Average learning improvement percentage.
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform: Average learning improvement percentage.
2. Observe the result and verify the full behavior: Average learning improvement percentage.
**Expected Result:** Average learning improvement percentage — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-2-01-005 — Impact trend over time (monthly)
**Type:** Positive
**Covers:** 2.1 → Impact trend over time (monthly); Rule: Impact trend over time (monthly).
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform: Impact trend over time (monthly).
2. Observe the result and verify the full behavior: Impact trend over time (monthly).
**Expected Result:** Impact trend over time (monthly) — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-2-01-006 — Impact Metrics Summary available on web and mobile
**Type:** Positive
**Covers:** 2.1 → Impact Metrics Summary available on web and mobile; Rule: Total beneficiaries reached.
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform: Impact Metrics Summary available on web and mobile.
2. Observe the result and verify the full behavior: Impact Metrics Summary available on web and mobile.
**Expected Result:** Impact Metrics Summary available on web and mobile — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-2-01-007 — impact metrics summary event logging (viewed)
**Type:** Positive
**Covers:** 2.1 → impact metrics summary event logging (viewed); Rule: Students completed count.
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform: impact metrics summary event logging (viewed).
2. Observe the result and verify the full behavior: impact metrics summary event logging (viewed).
**Expected Result:** impact metrics summary event logging (viewed) — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-2-01-008 — Audit logging of impact metrics summary
**Type:** Positive
**Covers:** 2.1 → Audit logging of impact metrics summary; Rule: Certificates issued count.
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform: Audit logging of impact metrics summary.
2. Observe the result and verify the full behavior: Audit logging of impact metrics summary.
**Expected Result:** Audit logging of impact metrics summary — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-2-01-009 — Rule: Total beneficiaries reached.
**Type:** Positive
**Covers:** 2.1 → Rule: Total beneficiaries reached.
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform the action that triggers the rule: Total beneficiaries reached.
2. Observe the result and verify the full behavior: Total beneficiaries reached.
**Expected Result:** Total beneficiaries reached. — delivered exactly as documented.
**Priority:** Critical

### TC-CSR-2-01-010 — Rule: Students completed count.
**Type:** Positive
**Covers:** 2.1 → Rule: Students completed count.
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform the action that triggers the rule: Students completed count.
2. Observe the result and verify the full behavior: Students completed count.
**Expected Result:** Students completed count. — delivered exactly as documented.
**Priority:** High

### TC-CSR-2-01-011 — Rule: Certificates issued count.
**Type:** Positive
**Covers:** 2.1 → Rule: Certificates issued count.
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform the action that triggers the rule: Certificates issued count.
2. Observe the result and verify the full behavior: Certificates issued count.
**Expected Result:** Certificates issued count. — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-2-01-012 — Rule: Average learning improvement percentage.
**Type:** Positive
**Covers:** 2.1 → Rule: Average learning improvement percentage.
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform the action that triggers the rule: Average learning improvement percentage.
2. Observe the result and verify the full behavior: Average learning improvement percentage.
**Expected Result:** Average learning improvement percentage. — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-2-01-013 — Rule: Impact trend over time (monthly).
**Type:** Positive
**Covers:** 2.1 → Rule: Impact trend over time (monthly).
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform the action that triggers the rule: Impact trend over time (monthly).
2. Observe the result and verify the full behavior: Impact trend over time (monthly).
**Expected Result:** Impact trend over time (monthly). — delivered exactly as documented.
**Priority:** Medium

## 2.2 Budget Utilization Overview

### TC-CSR-2-02-014 — Total budget vs disbursed vs remaining
**Type:** Positive
**Covers:** 2.2 → Total budget vs disbursed vs remaining; Rule: Total budget vs disbursed vs remaining.
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform: Total budget vs disbursed vs remaining.
2. Observe the result and verify the full behavior: Total budget vs disbursed vs remaining.
**Expected Result:** Total budget vs disbursed vs remaining — delivered exactly as documented.
**Priority:** Critical

### TC-CSR-2-02-015 — Utilization by program
**Type:** Positive
**Covers:** 2.2 → Utilization by program; Rule: Utilization by program.
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform: Utilization by program.
2. Observe the result and verify the full behavior: Utilization by program.
**Expected Result:** Utilization by program — delivered exactly as documented.
**Priority:** High

### TC-CSR-2-02-016 — Utilization by period (monthly, quarterly)
**Type:** Positive
**Covers:** 2.2 → Utilization by period (monthly, quarterly); Rule: Utilization by period (monthly, quarterly).
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform: Utilization by period (monthly, quarterly).
2. Observe the result and verify the full behavior: Utilization by period (monthly, quarterly).
**Expected Result:** Utilization by period (monthly, quarterly) — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-2-02-017 — Budget utilization percentage gauge
**Type:** Positive
**Covers:** 2.2 → Budget utilization percentage gauge; Rule: Budget utilization percentage gauge.
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform: Budget utilization percentage gauge.
2. Observe the result and verify the full behavior: Budget utilization percentage gauge.
**Expected Result:** Budget utilization percentage gauge — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-2-02-018 — Overspend and underspend indicators
**Type:** Positive
**Covers:** 2.2 → Overspend and underspend indicators; Rule: Overspend and underspend indicators.
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform: Overspend and underspend indicators.
2. Observe the result and verify the full behavior: Overspend and underspend indicators.
**Expected Result:** Overspend and underspend indicators — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-2-02-019 — Budget Utilization Overview available on web and mobile
**Type:** Positive
**Covers:** 2.2 → Budget Utilization Overview available on web and mobile; Rule: Total budget vs disbursed vs remaining.
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform: Budget Utilization Overview available on web and mobile.
2. Observe the result and verify the full behavior: Budget Utilization Overview available on web and mobile.
**Expected Result:** Budget Utilization Overview available on web and mobile — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-2-02-020 — budget utilization overview event logging (viewed)
**Type:** Positive
**Covers:** 2.2 → budget utilization overview event logging (viewed); Rule: Utilization by program.
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform: budget utilization overview event logging (viewed).
2. Observe the result and verify the full behavior: budget utilization overview event logging (viewed).
**Expected Result:** budget utilization overview event logging (viewed) — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-2-02-021 — Audit logging of budget utilization overview
**Type:** Positive
**Covers:** 2.2 → Audit logging of budget utilization overview; Rule: Utilization by period (monthly, quarterly).
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform: Audit logging of budget utilization overview.
2. Observe the result and verify the full behavior: Audit logging of budget utilization overview.
**Expected Result:** Audit logging of budget utilization overview — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-2-02-022 — Rule: Total budget vs disbursed vs remaining.
**Type:** Positive
**Covers:** 2.2 → Rule: Total budget vs disbursed vs remaining.
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform the action that triggers the rule: Total budget vs disbursed vs remaining.
2. Observe the result and verify the full behavior: Total budget vs disbursed vs remaining.
**Expected Result:** Total budget vs disbursed vs remaining. — delivered exactly as documented.
**Priority:** Critical

### TC-CSR-2-02-023 — Rule: Utilization by program.
**Type:** Positive
**Covers:** 2.2 → Rule: Utilization by program.
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform the action that triggers the rule: Utilization by program.
2. Observe the result and verify the full behavior: Utilization by program.
**Expected Result:** Utilization by program. — delivered exactly as documented.
**Priority:** High

### TC-CSR-2-02-024 — Rule: Utilization by period (monthly, quarterly).
**Type:** Positive
**Covers:** 2.2 → Rule: Utilization by period (monthly, quarterly).
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform the action that triggers the rule: Utilization by period (monthly, quarterly).
2. Observe the result and verify the full behavior: Utilization by period (monthly, quarterly).
**Expected Result:** Utilization by period (monthly, quarterly). — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-2-02-025 — Rule: Budget utilization percentage gauge.
**Type:** Positive
**Covers:** 2.2 → Rule: Budget utilization percentage gauge.
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform the action that triggers the rule: Budget utilization percentage gauge.
2. Observe the result and verify the full behavior: Budget utilization percentage gauge.
**Expected Result:** Budget utilization percentage gauge. — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-2-02-026 — Rule: Overspend and underspend indicators.
**Type:** Positive
**Covers:** 2.2 → Rule: Overspend and underspend indicators.
**Preconditions:** A CSR account is active and the CSR is in the state required for this behavior.
**Steps:**
1. As a CSR, set up the precondition and perform the action that triggers the rule: Overspend and underspend indicators.
2. Observe the result and verify the full behavior: Overspend and underspend indicators.
**Expected Result:** Overspend and underspend indicators. — delivered exactly as documented.
**Priority:** Medium