# 5. Financial Trends — Test Cases

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

---

## Test Execution Policy
- Zero tolerance: any deviation from documented behavior = FAILED = bug
- Every bug is immediately logged/reported (Bug ID, feature, sub-feature,
  expected vs actual, severity) and fixed 100% before the group passes
- Feature group passes only at 100% test pass rate

## Coverage Matrix
| Feature | Sub-feature / Rule | Test IDs |
|---------|--------------------|----------|
| 5.1 Revenue Trends Over Time | Revenue trend: the trend (the trend of the revenue, the amount, the period, the change) | TC-SA-17-05-001 |
| 5.1 Revenue Trends Over Time | Revenue amount: the amount (the amount of the revenue, the currency) | TC-SA-17-05-002 |
| 5.1 Revenue Trends Over Time | Trend period: the period (the period of the trend, e.g., the monthly, the quarterly, the annual) | TC-SA-17-05-003 |
| 5.1 Revenue Trends Over Time | Trend change: the change (the change of the revenue, the increase, the decrease) | TC-SA-17-05-004 |
| 5.1 Revenue Trends Over Time | Trend comparison: the comparison (the comparison of the revenue, the periods) | TC-SA-17-05-005 |
| 5.1 Revenue Trends Over Time | Trend view: the view (the trend, the revenue, the amounts, the period) | TC-SA-17-05-006 |
| 5.1 Revenue Trends Over Time | Trend export: the export (the trend, the format, the period) | TC-SA-17-05-007 |
| 5.1 Revenue Trends Over Time | Audit logging of the revenue trend viewing | TC-SA-17-05-008 |
| 5.1 Revenue Trends Over Time | Rule: the revenue trend is the direction (the trend of the revenue, the amount, the period, the change); the trend is the insight | TC-SA-17-05-001 |
| 5.1 Revenue Trends Over Time | Rule: the revenue amount is the value (the amount of the revenue, the currency); the amount is the measure | TC-SA-17-05-002 |
| 5.1 Revenue Trends Over Time | Rule: the trend period is the scope (the period of the trend, e.g., the monthly, the quarterly, the annual); the period is the control | TC-SA-17-05-003 |
| 5.1 Revenue Trends Over Time | Rule: the trend change is the direction (the change of the revenue, the increase, the decrease); the change is the movement | TC-SA-17-05-004 |
| 5.1 Revenue Trends Over Time | Rule: the revenue is visible (the trend, the revenue, the amounts, the period); the viewing is managed | TC-SA-17-05-006 |
| 5.1 Revenue Trends Over Time | Rule: revenue trend viewing is audit-logged with the revenue, period, and timestamp | TC-SA-17-05-008 |
| 5.2 Growth Metrics | Growth metric: the metric (the metric, the growth, the rate, the period) | TC-SA-17-05-009 |
| 5.2 Growth Metrics | Growth rate: the rate (the rate of the growth, the percentage) | TC-SA-17-05-010 |
| 5.2 Growth Metrics | Growth period: the period (the period of the growth, e.g., the monthly, the quarterly, the annual) | TC-SA-17-05-011 |
| 5.2 Growth Metrics | Growth change: the change (the change of the growth, the increase, the decrease) | TC-SA-17-05-012 |
| 5.2 Growth Metrics | Growth comparison: the comparison (the comparison of the growth, the periods) | TC-SA-17-05-013 |
| 5.2 Growth Metrics | Growth view: the view (the metric, the growth, the rate, the period) | TC-SA-17-05-014 |
| 5.2 Growth Metrics | Growth export: the export (the growth, the format, the period) | TC-SA-17-05-015 |
| 5.2 Growth Metrics | Audit logging of the growth metric viewing | TC-SA-17-05-016 |
| 5.2 Growth Metrics | Rule: the growth metric is the measure (the metric, the growth, the rate, the period); the metric is the value | TC-SA-17-05-009 |
| 5.2 Growth Metrics | Rule: the growth rate is the percentage (the rate of the growth, the percentage); the rate is the measure | TC-SA-17-05-010 |
| 5.2 Growth Metrics | Rule: the growth period is the scope (the period of the growth, e.g., the monthly, the quarterly, the annual); the period is the control | TC-SA-17-05-011 |
| 5.2 Growth Metrics | Rule: the growth change is the direction (the change of the growth, the increase, the decrease); the change is the movement | TC-SA-17-05-012 |
| 5.2 Growth Metrics | Rule: the growth is visible (the metric, the growth, the rate, the period); the viewing is managed | TC-SA-17-05-014 |
| 5.2 Growth Metrics | Rule: growth metric viewing is audit-logged with the growth, period, and timestamp | TC-SA-17-05-016 |
| 5.3 Comparison Against Targets | Target: the target (the target, the amount, the period) | TC-SA-17-05-017 |
| 5.3 Comparison Against Targets | Revenue: the revenue (the revenue, the amount, the period) | TC-SA-17-05-018 |
| 5.3 Comparison Against Targets | Comparison: the comparison (the comparison of the revenue, the target, the amount, the period) | TC-SA-17-05-019 |
| 5.3 Comparison Against Targets | Target achievement: the achievement (the achievement of the target, the percentage) | TC-SA-17-05-020 |
| 5.3 Comparison Against Targets | Comparison period: the period (the period of the comparison, e.g., the monthly, the quarterly, the annual) | TC-SA-17-05-021 |
| 5.3 Comparison Against Targets | Comparison view: the view (the comparison, the revenue, the target, the period) | TC-SA-17-05-022 |
| 5.3 Comparison Against Targets | Comparison export: the export (the comparison, the format, the period) | TC-SA-17-05-023 |
| 5.3 Comparison Against Targets | Audit logging of the target comparison viewing | TC-SA-17-05-024 |
| 5.3 Comparison Against Targets | Rule: the target is the goal (the target, the amount, the period); the target is the benchmark | TC-SA-17-05-017 |
| 5.3 Comparison Against Targets | Rule: the revenue is the actual (the revenue, the amount, the period); the revenue is the result | TC-SA-17-05-018 |
| 5.3 Comparison Against Targets | Rule: the comparison is the benchmark (the comparison of the revenue, the target, the amount, the period); the comparison is the measure | TC-SA-17-05-019 |
| 5.3 Comparison Against Targets | Rule: the target achievement is the measure (the achievement of the target, the percentage); the achievement is the value | TC-SA-17-05-020 |
| 5.3 Comparison Against Targets | Rule: the comparison is visible (the comparison, the revenue, the target, the period); the viewing is managed | TC-SA-17-05-022 |
| 5.3 Comparison Against Targets | Rule: target comparison viewing is audit-logged with the comparison, period, and timestamp | TC-SA-17-05-024 |

## 5.1 Revenue Trends Over Time

### TC-SA-17-05-001 — Revenue trend: the trend (the trend of the revenue, the amount, the period, the change); the trend is the insight
**Type:** Positive
**Covers:** 5.1 → Revenue trend: the trend (the trend of the revenue, the amount, the period, the change); Rule: the revenue trend is the direction (the trend of the revenue, the amount, the period, the change); the trend is the insight
**Preconditions:** Super Admin is logged in; revenue exists across multiple periods.
**Steps:**
1. Open the Financial Trends view.
2. View the revenue trend: the trend (the trend of the revenue, the amount, the period, the change) — verify the trend is the direction.
3. Verify the trend shows the revenue over time with the amount, the period, and the change.
**Expected Result:** The revenue trend is shown — the trend of the revenue, the amount, the period, and the change are the insight.
**Priority:** Critical

### TC-SA-17-05-002 — Revenue amount: the amount (the amount of the revenue, the currency); the amount is the measure
**Type:** Positive
**Covers:** 5.1 → Revenue amount: the amount (the amount of the revenue, the currency); Rule: the revenue amount is the value (the amount of the revenue, the currency); the amount is the measure
**Preconditions:** Revenue exists in a currency.
**Steps:**
1. View the revenue amount: the amount (the amount of the revenue, the currency) — verify the amount is the value.
2. Verify the amount is shown with the correct currency.
3. Verify the amount is accurate for each period in the trend.
**Expected Result:** The revenue amount is shown — the amount of the revenue and the currency are the measure.
**Priority:** High

### TC-SA-17-05-003 — Trend period: the period (the period of the trend, e.g., the monthly, the quarterly, the annual); the period is the control
**Type:** Positive
**Covers:** 5.1 → Trend period: the period (the period of the trend, e.g., the monthly, the quarterly, the annual); Rule: the trend period is the scope (the period of the trend, e.g., the monthly, the quarterly, the annual); the period is the control
**Preconditions:** Revenue exists across monthly, quarterly, and annual periods.
**Steps:**
1. Set the trend period: the period (the period of the trend, e.g., the monthly, the quarterly, the annual) — verify the period is the scope.
2. Switch between monthly, quarterly, and annual — verify the trend updates for each period.
3. Verify each period covers the correct date range.
**Expected Result:** The trend period is set — the period of the trend (the monthly, the quarterly, the annual) is the control.
**Priority:** High

### TC-SA-17-05-004 — Trend change: the change (the change of the revenue, the increase, the decrease); the change is the movement
**Type:** Edge
**Covers:** 5.1 → Trend change: the change (the change of the revenue, the increase, the decrease); Rule: the trend change is the direction (the change of the revenue, the increase, the decrease); the change is the movement
**Preconditions:** Revenue exists with an increase in one period and a decrease in another; a period with no change (flat) also exists.
**Steps:**
1. View the trend change: the change (the change of the revenue, the increase, the decrease) — verify the change is the direction.
2. Verify the increase is shown for the growing period and the decrease for the declining period.
3. Verify a flat period shows 0% change (no error).
**Expected Result:** The trend change is shown — the change of the revenue (the increase, the decrease) is the movement; a flat period shows 0%.
**Priority:** High

### TC-SA-17-05-005 — Trend comparison: the comparison (the comparison of the revenue, the periods); the comparison is the analysis
**Type:** Positive
**Covers:** 5.1 → Trend comparison: the comparison (the comparison of the revenue, the periods)
**Preconditions:** Revenue exists across multiple periods.
**Steps:**
1. Compare the revenue: the comparison (the comparison of the revenue, the periods) — verify the comparison is the analysis.
2. Verify the comparison shows the revenue across the selected periods.
3. Verify the comparison values are accurate.
**Expected Result:** The trend comparison works — the comparison of the revenue across the periods is the analysis.
**Priority:** Medium

### TC-SA-17-05-006 — Trend view: the view (the trend, the revenue, the amounts, the period); the viewing is managed
**Type:** Positive
**Covers:** 5.1 → Trend view: the view (the trend, the revenue, the amounts, the period); Rule: the revenue is visible (the trend, the revenue, the amounts, the period); the viewing is managed
**Preconditions:** Revenue exists across a period.
**Steps:**
1. View the trend: the view (the trend, the revenue, the amounts, the period) — verify the revenue is visible.
2. Verify the view is complete for the period.
**Expected Result:** The trend view works — the trend, the revenue, the amounts, and the period are visible.
**Priority:** High

### TC-SA-17-05-007 — Trend export: the export (the trend, the format, the period); the export is the record
**Type:** Positive
**Covers:** 5.1 → Trend export: the export (the trend, the format, the period)
**Preconditions:** Revenue trend exists for a period.
**Steps:**
1. Export the trend: the export (the trend, the format, the period).
2. Verify the export is generated in the selected format.
3. Verify the exported data matches the trend view.
**Expected Result:** The trend is exported — the trend in the selected format for the period is generated.
**Priority:** Medium

### TC-SA-17-05-008 — Revenue trend viewing is audit-logged with the revenue, period, and timestamp
**Type:** Positive
**Covers:** 5.1 → Audit logging of the revenue trend viewing; Rule: revenue trend viewing is audit-logged with the revenue, period, and timestamp
**Preconditions:** Super Admin has viewed the revenue trends.
**Steps:**
1. Open the audit trail and filter by "revenue trend".
2. Verify entries show the revenue, the period, and the timestamp.
**Expected Result:** The revenue trend viewing is audit-logged with the revenue, period, and timestamp.
**Priority:** Critical

## 5.2 Growth Metrics

### TC-SA-17-05-009 — Growth metric: the metric (the metric, the growth, the rate, the period); the metric is the value
**Type:** Positive
**Covers:** 5.2 → Growth metric: the metric (the metric, the growth, the rate, the period); Rule: the growth metric is the measure (the metric, the growth, the rate, the period); the metric is the value
**Preconditions:** Growth has occurred across a period.
**Steps:**
1. View the growth metric: the metric (the metric, the growth, the rate, the period) — verify the metric is the measure.
2. Verify the metric shows the growth, the rate, and the period.
3. Verify the metric is accurate for the period.
**Expected Result:** The growth metric is shown — the metric, the growth, the rate, and the period are the value.
**Priority:** Critical

### TC-SA-17-05-010 — Growth rate: the rate (the rate of the growth, the percentage); the rate is the measure
**Type:** Edge
**Covers:** 5.2 → Growth rate: the rate (the rate of the growth, the percentage); Rule: the growth rate is the percentage (the rate of the growth, the percentage); the rate is the measure
**Preconditions:** Growth has occurred; a period with zero base revenue also exists.
**Steps:**
1. View the growth rate: the rate (the rate of the growth, the percentage) — verify the rate is the measure.
2. Verify the rate is calculated correctly (change / base × 100).
3. View a period with zero base revenue — verify the growth rate shows N/A or 0% (no division-by-zero error).
**Expected Result:** The growth rate is shown — the rate of the growth and the percentage are the measure; a zero-base period is handled.
**Priority:** High

### TC-SA-17-05-011 — Growth period: the period (the period of the growth, e.g., the monthly, the quarterly, the annual); the period is the control
**Type:** Positive
**Covers:** 5.2 → Growth period: the period (the period of the growth, e.g., the monthly, the quarterly, the annual); Rule: the growth period is the scope (the period of the growth, e.g., the monthly, the quarterly, the annual); the period is the control
**Preconditions:** Growth has occurred across monthly, quarterly, and annual periods.
**Steps:**
1. Set the growth period: the period (the period of the growth, e.g., the monthly, the quarterly, the annual) — verify the period is the scope.
2. Switch between monthly, quarterly, and annual — verify the growth updates for each period.
3. Verify each period covers the correct date range.
**Expected Result:** The growth period is set — the period of the growth (the monthly, the quarterly, the annual) is the control.
**Priority:** High

### TC-SA-17-05-012 — Growth change: the change (the change of the growth, the increase, the decrease); the change is the movement
**Type:** Positive
**Covers:** 5.2 → Growth change: the change (the change of the growth, the increase, the decrease); Rule: the growth change is the direction (the change of the growth, the increase, the decrease); the change is the movement
**Preconditions:** Growth has occurred with an increase in one period and a decrease in another.
**Steps:**
1. View the growth change: the change (the change of the growth, the increase, the decrease) — verify the change is the direction.
2. Verify the increase is shown for the growing period and the decrease for the declining period.
3. Verify the change values are accurate.
**Expected Result:** The growth change is shown — the change of the growth (the increase, the decrease) is the movement.
**Priority:** High

### TC-SA-17-05-013 — Growth comparison: the comparison (the comparison of the growth, the periods); the comparison is the analysis
**Type:** Positive
**Covers:** 5.2 → Growth comparison: the comparison (the comparison of the growth, the periods)
**Preconditions:** Growth has occurred across multiple periods.
**Steps:**
1. Compare the growth: the comparison (the comparison of the growth, the periods) — verify the comparison is the analysis.
2. Verify the comparison shows the growth across the selected periods.
3. Verify the comparison values are accurate.
**Expected Result:** The growth comparison works — the comparison of the growth across the periods is the analysis.
**Priority:** Medium

### TC-SA-17-05-014 — Growth view: the view (the metric, the growth, the rate, the period); the viewing is managed
**Type:** Positive
**Covers:** 5.2 → Growth view: the view (the metric, the growth, the rate, the period); Rule: the growth is visible (the metric, the growth, the rate, the period); the viewing is managed
**Preconditions:** Growth has occurred across a period.
**Steps:**
1. View the growth: the view (the metric, the growth, the rate, the period) — verify the growth is visible.
2. Verify the view is complete for the period.
**Expected Result:** The growth view works — the metric, the growth, the rate, and the period are visible.
**Priority:** High

### TC-SA-17-05-015 — Growth export: the export (the growth, the format, the period); the export is the record
**Type:** Positive
**Covers:** 5.2 → Growth export: the export (the growth, the format, the period)
**Preconditions:** Growth metrics exist for a period.
**Steps:**
1. Export the growth: the export (the growth, the format, the period).
2. Verify the export is generated in the selected format.
3. Verify the exported data matches the growth view.
**Expected Result:** The growth is exported — the growth in the selected format for the period is generated.
**Priority:** Medium

### TC-SA-17-05-016 — Growth metric viewing is audit-logged with the growth, period, and timestamp
**Type:** Positive
**Covers:** 5.2 → Audit logging of the growth metric viewing; Rule: growth metric viewing is audit-logged with the growth, period, and timestamp
**Preconditions:** Super Admin has viewed the growth metrics.
**Steps:**
1. Open the audit trail and filter by "growth metric".
2. Verify entries show the growth, the period, and the timestamp.
**Expected Result:** The growth metric viewing is audit-logged with the growth, period, and timestamp.
**Priority:** Critical

## 5.3 Comparison Against Targets

### TC-SA-17-05-017 — Target: the target (the target, the amount, the period); the target is the benchmark
**Type:** Positive
**Covers:** 5.3 → Target: the target (the target, the amount, the period); Rule: the target is the goal (the target, the amount, the period); the target is the benchmark
**Preconditions:** Targets have been set for a period.
**Steps:**
1. View the target: the target (the target, the amount, the period) — verify the target is the goal.
2. Verify the target shows the amount and the period.
3. Verify the target is the benchmark for the comparison.
**Expected Result:** The target is shown — the target, the amount, and the period are the benchmark.
**Priority:** Critical

### TC-SA-17-05-018 — Revenue: the revenue (the revenue, the amount, the period); the revenue is the result
**Type:** Positive
**Covers:** 5.3 → Revenue: the revenue (the revenue, the amount, the period); Rule: the revenue is the actual (the revenue, the amount, the period); the revenue is the result
**Preconditions:** Revenue exists for a period with a target.
**Steps:**
1. View the revenue: the revenue (the revenue, the amount, the period) — verify the revenue is the actual.
2. Verify the revenue shows the amount and the period.
3. Verify the revenue is the result against the target.
**Expected Result:** The revenue is shown — the revenue, the amount, and the period are the result.
**Priority:** Critical

### TC-SA-17-05-019 — Comparison: the comparison (the comparison of the revenue, the target, the amount, the period); the comparison is the measure
**Type:** Positive
**Covers:** 5.3 → Comparison: the comparison (the comparison of the revenue, the target, the amount, the period); Rule: the comparison is the benchmark (the comparison of the revenue, the target, the amount, the period); the comparison is the measure
**Preconditions:** Revenue and targets exist for a period.
**Steps:**
1. View the comparison: the comparison (the comparison of the revenue, the target, the amount, the period) — verify the comparison is the benchmark.
2. Verify the comparison shows the revenue against the target.
3. Verify the comparison values are accurate.
**Expected Result:** The comparison is shown — the comparison of the revenue, the target, the amount, and the period is the measure.
**Priority:** Critical

### TC-SA-17-05-020 — Target achievement: the achievement (the achievement of the target, the percentage); the achievement is the value
**Type:** Edge
**Covers:** 5.3 → Target achievement: the achievement (the achievement of the target, the percentage); Rule: the target achievement is the measure (the achievement of the target, the percentage); the achievement is the value
**Preconditions:** Revenue and targets exist; a period where revenue exceeds the target (over-achievement) and a period with zero target also exist.
**Steps:**
1. View the target achievement: the achievement (the achievement of the target, the percentage) — verify the achievement is the measure.
2. Verify the achievement is calculated correctly (revenue / target × 100).
3. View a period with zero target — verify the achievement shows N/A (no division-by-zero error); verify over-achievement shows >100%.
**Expected Result:** The target achievement is shown — the achievement of the target and the percentage are the value; a zero-target period is handled.
**Priority:** High

### TC-SA-17-05-021 — Comparison period: the period (the period of the comparison, e.g., the monthly, the quarterly, the annual); the period is the scope
**Type:** Positive
**Covers:** 5.3 → Comparison period: the period (the period of the comparison, e.g., the monthly, the quarterly, the annual)
**Preconditions:** Revenue and targets exist across monthly, quarterly, and annual periods.
**Steps:**
1. Set the comparison period: the period (the period of the comparison, e.g., the monthly, the quarterly, the annual) — verify the period is the scope.
2. Switch between monthly, quarterly, and annual — verify the comparison updates for each period.
3. Verify each period covers the correct date range.
**Expected Result:** The comparison period is set — the period of the comparison (the monthly, the quarterly, the annual) is the scope.
**Priority:** High

### TC-SA-17-05-022 — Comparison view: the view (the comparison, the revenue, the target, the period); the viewing is managed
**Type:** Positive
**Covers:** 5.3 → Comparison view: the view (the comparison, the revenue, the target, the period); Rule: the comparison is visible (the comparison, the revenue, the target, the period); the viewing is managed
**Preconditions:** Revenue and targets exist across a period.
**Steps:**
1. View the comparison: the view (the comparison, the revenue, the target, the period) — verify the comparison is visible.
2. Verify the view is complete for the period.
**Expected Result:** The comparison view works — the comparison, the revenue, the target, and the period are visible.
**Priority:** High

### TC-SA-17-05-023 — Comparison export: the export (the comparison, the format, the period); the export is the record
**Type:** Positive
**Covers:** 5.3 → Comparison export: the export (the comparison, the format, the period)
**Preconditions:** Comparison data exists for a period.
**Steps:**
1. Export the comparison: the export (the comparison, the format, the period).
2. Verify the export is generated in the selected format.
3. Verify the exported data matches the comparison view.
**Expected Result:** The comparison is exported — the comparison in the selected format for the period is generated.
**Priority:** Medium

### TC-SA-17-05-024 — Target comparison viewing is audit-logged with the comparison, period, and timestamp
**Type:** Positive
**Covers:** 5.3 → Audit logging of the target comparison viewing; Rule: target comparison viewing is audit-logged with the comparison, period, and timestamp
**Preconditions:** Super Admin has viewed the comparison against targets.
**Steps:**
1. Open the audit trail and filter by "target comparison".
2. Verify entries show the comparison, the period, and the timestamp.
**Expected Result:** The target comparison viewing is audit-logged with the comparison, period, and timestamp.
**Priority:** Critical