# 3. Disbursement & Milestones — Test Cases

User Type: **CSR**
Source: *Mi Digital Academy - Education CRM Features Document*
Spec: disbursement_milestones.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 |
|---------|--------------------|----------|
| 3.1 | Scheduled disbursement calendar | TC-CSR-3-01-001 |
| 3.1 | Released vs pending disbursement amounts | TC-CSR-3-01-002 |
| 3.1 | Disbursement receipts and references | TC-CSR-3-01-003 |
| 3.1 | Disbursement status: scheduled, released, pending, failed | TC-CSR-3-01-004 |
| 3.1 | Disbursement history per program | TC-CSR-3-01-005 |
| 3.1 | Disbursement Tracking available on web and mobile | TC-CSR-3-01-006 |
| 3.1 | disbursement tracking event logging (viewed) | TC-CSR-3-01-007 |
| 3.1 | Audit logging of disbursement tracking | TC-CSR-3-01-008 |
| 3.1 | Rule: Scheduled disbursement calendar. | TC-CSR-3-01-009 |
| 3.1 | Rule: Released vs pending disbursement amounts. | TC-CSR-3-01-010 |
| 3.1 | Rule: Disbursement receipts and references. | TC-CSR-3-01-011 |
| 3.1 | Rule: Disbursement status: scheduled, released, pending, failed. | TC-CSR-3-01-012 |
| 3.1 | Rule: Disbursement history per program. | TC-CSR-3-01-013 |
| 3.2 | Define program milestones with targets and due dates | TC-CSR-3-02-014 |
| 3.2 | Milestone progress tracking | TC-CSR-3-02-015 |
| 3.2 | Milestone completion confirmation | TC-CSR-3-02-016 |
| 3.2 | Milestone delay alerts | TC-CSR-3-02-017 |
| 3.2 | Milestone history per program | TC-CSR-3-02-018 |
| 3.2 | Program Milestones available on web and mobile | TC-CSR-3-02-019 |
| 3.2 | program milestones event logging (viewed) | TC-CSR-3-02-020 |
| 3.2 | Audit logging of program milestones | TC-CSR-3-02-021 |
| 3.2 | Rule: Define program milestones with targets and due dates. | TC-CSR-3-02-022 |
| 3.2 | Rule: Milestone progress tracking. | TC-CSR-3-02-023 |
| 3.2 | Rule: Milestone completion confirmation. | TC-CSR-3-02-024 |
| 3.2 | Rule: Milestone delay alerts. | TC-CSR-3-02-025 |
| 3.2 | Rule: Milestone history per program. | TC-CSR-3-02-026 |

## 3.1 Disbursement Tracking

### TC-CSR-3-01-001 — Scheduled disbursement calendar
**Type:** Positive
**Covers:** 3.1 → Scheduled disbursement calendar; Rule: Scheduled disbursement calendar.
**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: Scheduled disbursement calendar.
2. Observe the result and verify the full behavior: Scheduled disbursement calendar.
**Expected Result:** Scheduled disbursement calendar — delivered exactly as documented.
**Priority:** Critical

### TC-CSR-3-01-002 — Released vs pending disbursement amounts
**Type:** Positive
**Covers:** 3.1 → Released vs pending disbursement amounts; Rule: Released vs pending disbursement amounts.
**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: Released vs pending disbursement amounts.
2. Observe the result and verify the full behavior: Released vs pending disbursement amounts.
**Expected Result:** Released vs pending disbursement amounts — delivered exactly as documented.
**Priority:** High

### TC-CSR-3-01-003 — Disbursement receipts and references
**Type:** Positive
**Covers:** 3.1 → Disbursement receipts and references; Rule: Disbursement receipts and references.
**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: Disbursement receipts and references.
2. Observe the result and verify the full behavior: Disbursement receipts and references.
**Expected Result:** Disbursement receipts and references — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-3-01-004 — Disbursement status: scheduled, released, pending, failed
**Type:** Positive
**Covers:** 3.1 → Disbursement status: scheduled, released, pending, failed; Rule: Disbursement status: scheduled, released, pending, failed.
**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: Disbursement status: scheduled, released, pending, failed.
2. Observe the result and verify the full behavior: Disbursement status: scheduled, released, pending, failed.
**Expected Result:** Disbursement status: scheduled, released, pending, failed — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-3-01-005 — Disbursement history per program
**Type:** Positive
**Covers:** 3.1 → Disbursement history per program; Rule: Disbursement history per 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: Disbursement history per program.
2. Observe the result and verify the full behavior: Disbursement history per program.
**Expected Result:** Disbursement history per program — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-3-01-006 — Disbursement Tracking available on web and mobile
**Type:** Positive
**Covers:** 3.1 → Disbursement Tracking available on web and mobile; Rule: Scheduled disbursement calendar.
**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: Disbursement Tracking available on web and mobile.
2. Observe the result and verify the full behavior: Disbursement Tracking available on web and mobile.
**Expected Result:** Disbursement Tracking available on web and mobile — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-3-01-007 — disbursement tracking event logging (viewed)
**Type:** Positive
**Covers:** 3.1 → disbursement tracking event logging (viewed); Rule: Released vs pending disbursement amounts.
**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: disbursement tracking event logging (viewed).
2. Observe the result and verify the full behavior: disbursement tracking event logging (viewed).
**Expected Result:** disbursement tracking event logging (viewed) — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-3-01-008 — Audit logging of disbursement tracking
**Type:** Positive
**Covers:** 3.1 → Audit logging of disbursement tracking; Rule: Disbursement receipts and references.
**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 disbursement tracking.
2. Observe the result and verify the full behavior: Audit logging of disbursement tracking.
**Expected Result:** Audit logging of disbursement tracking — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-3-01-009 — Rule: Scheduled disbursement calendar.
**Type:** Positive
**Covers:** 3.1 → Rule: Scheduled disbursement calendar.
**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: Scheduled disbursement calendar.
2. Observe the result and verify the full behavior: Scheduled disbursement calendar.
**Expected Result:** Scheduled disbursement calendar. — delivered exactly as documented.
**Priority:** Critical

### TC-CSR-3-01-010 — Rule: Released vs pending disbursement amounts.
**Type:** Positive
**Covers:** 3.1 → Rule: Released vs pending disbursement amounts.
**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: Released vs pending disbursement amounts.
2. Observe the result and verify the full behavior: Released vs pending disbursement amounts.
**Expected Result:** Released vs pending disbursement amounts. — delivered exactly as documented.
**Priority:** High

### TC-CSR-3-01-011 — Rule: Disbursement receipts and references.
**Type:** Positive
**Covers:** 3.1 → Rule: Disbursement receipts and references.
**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: Disbursement receipts and references.
2. Observe the result and verify the full behavior: Disbursement receipts and references.
**Expected Result:** Disbursement receipts and references. — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-3-01-012 — Rule: Disbursement status: scheduled, released, pending, failed.
**Type:** Positive
**Covers:** 3.1 → Rule: Disbursement status: scheduled, released, pending, failed.
**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: Disbursement status: scheduled, released, pending, failed.
2. Observe the result and verify the full behavior: Disbursement status: scheduled, released, pending, failed.
**Expected Result:** Disbursement status: scheduled, released, pending, failed. — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-3-01-013 — Rule: Disbursement history per program.
**Type:** Positive
**Covers:** 3.1 → Rule: Disbursement history per 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: Disbursement history per program.
2. Observe the result and verify the full behavior: Disbursement history per program.
**Expected Result:** Disbursement history per program. — delivered exactly as documented.
**Priority:** Medium

## 3.2 Program Milestones

### TC-CSR-3-02-014 — Define program milestones with targets and due dates
**Type:** Positive
**Covers:** 3.2 → Define program milestones with targets and due dates; Rule: Define program milestones with targets and due dates.
**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: Define program milestones with targets and due dates.
2. Observe the result and verify the full behavior: Define program milestones with targets and due dates.
**Expected Result:** Define program milestones with targets and due dates — delivered exactly as documented.
**Priority:** Critical

### TC-CSR-3-02-015 — Milestone progress tracking
**Type:** Positive
**Covers:** 3.2 → Milestone progress tracking; Rule: Milestone progress tracking.
**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: Milestone progress tracking.
2. Observe the result and verify the full behavior: Milestone progress tracking.
**Expected Result:** Milestone progress tracking — delivered exactly as documented.
**Priority:** High

### TC-CSR-3-02-016 — Milestone completion confirmation
**Type:** Positive
**Covers:** 3.2 → Milestone completion confirmation; Rule: Milestone completion confirmation.
**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: Milestone completion confirmation.
2. Observe the result and verify the full behavior: Milestone completion confirmation.
**Expected Result:** Milestone completion confirmation — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-3-02-017 — Milestone delay alerts
**Type:** Positive
**Covers:** 3.2 → Milestone delay alerts; Rule: Milestone delay alerts.
**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: Milestone delay alerts.
2. Observe the result and verify the full behavior: Milestone delay alerts.
**Expected Result:** Milestone delay alerts — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-3-02-018 — Milestone history per program
**Type:** Positive
**Covers:** 3.2 → Milestone history per program; Rule: Milestone history per 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: Milestone history per program.
2. Observe the result and verify the full behavior: Milestone history per program.
**Expected Result:** Milestone history per program — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-3-02-019 — Program Milestones available on web and mobile
**Type:** Positive
**Covers:** 3.2 → Program Milestones available on web and mobile; Rule: Define program milestones with targets and due dates.
**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: Program Milestones available on web and mobile.
2. Observe the result and verify the full behavior: Program Milestones available on web and mobile.
**Expected Result:** Program Milestones available on web and mobile — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-3-02-020 — program milestones event logging (viewed)
**Type:** Positive
**Covers:** 3.2 → program milestones event logging (viewed); Rule: Milestone progress tracking.
**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: program milestones event logging (viewed).
2. Observe the result and verify the full behavior: program milestones event logging (viewed).
**Expected Result:** program milestones event logging (viewed) — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-3-02-021 — Audit logging of program milestones
**Type:** Positive
**Covers:** 3.2 → Audit logging of program milestones; Rule: Milestone completion confirmation.
**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 program milestones.
2. Observe the result and verify the full behavior: Audit logging of program milestones.
**Expected Result:** Audit logging of program milestones — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-3-02-022 — Rule: Define program milestones with targets and due dates.
**Type:** Positive
**Covers:** 3.2 → Rule: Define program milestones with targets and due dates.
**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: Define program milestones with targets and due dates.
2. Observe the result and verify the full behavior: Define program milestones with targets and due dates.
**Expected Result:** Define program milestones with targets and due dates. — delivered exactly as documented.
**Priority:** Critical

### TC-CSR-3-02-023 — Rule: Milestone progress tracking.
**Type:** Positive
**Covers:** 3.2 → Rule: Milestone progress tracking.
**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: Milestone progress tracking.
2. Observe the result and verify the full behavior: Milestone progress tracking.
**Expected Result:** Milestone progress tracking. — delivered exactly as documented.
**Priority:** High

### TC-CSR-3-02-024 — Rule: Milestone completion confirmation.
**Type:** Positive
**Covers:** 3.2 → Rule: Milestone completion confirmation.
**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: Milestone completion confirmation.
2. Observe the result and verify the full behavior: Milestone completion confirmation.
**Expected Result:** Milestone completion confirmation. — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-3-02-025 — Rule: Milestone delay alerts.
**Type:** Positive
**Covers:** 3.2 → Rule: Milestone delay alerts.
**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: Milestone delay alerts.
2. Observe the result and verify the full behavior: Milestone delay alerts.
**Expected Result:** Milestone delay alerts. — delivered exactly as documented.
**Priority:** Medium

### TC-CSR-3-02-026 — Rule: Milestone history per program.
**Type:** Positive
**Covers:** 3.2 → Rule: Milestone history per 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: Milestone history per program.
2. Observe the result and verify the full behavior: Milestone history per program.
**Expected Result:** Milestone history per program. — delivered exactly as documented.
**Priority:** Medium