# Estimates Enterprise UAT Evidence Template

## 1. Dokumen Kontrol

| Field | Value |
|---|---|
| Project | Estimates Enterprise Pivot |
| Release Version | |
| Environment | UAT / Staging |
| UAT Window | |
| Test Lead | |
| Business Owner | |
| Sign-off Date | |

## 2. Scope UAT

| Scope ID | Scope Name | Included | Notes |
|---|---|---|---|
| S01 | KPI Core (count, value, accepted rate, aging) | Yes | |
| S02 | Pivot per role (Direksi, Business Owner, Sales Ops) | Yes | |
| S03 | Security and access scope | Yes | |
| S04 | Export consistency (Excel/Print) | Yes | |
| S05 | Activity audit timeline/snapshot/compare | Yes | |

## 3. Data Set Referensi

| Data Set | Period | Source | Owner | Checksum/Ref |
|---|---|---|---|---|
| DS01 | | Production snapshot anonymized | | |
| DS02 | | Synthetic test data | | |
| DS03 | | Manual edge-case set | | |

## 4. UAT Case Matrix

| Case ID | KPI/Pivot | Test Scenario | Expected Result | Actual Result | Status (PASS/FAIL) | Evidence Link | Defect ID |
|---|---|---|---|---|---|---|---|
| UAT-KPI-01 | Estimate Count | Compare UI aggregate vs DB aggregate | Match 100% | | | | |
| UAT-KPI-02 | Estimate Value | Compare currency total UI vs DB | Match (rounding policy applied) | | | | |
| UAT-KPI-03 | Accepted Rate | Validate formula accepted/(accepted+declined) | Correct formula | | | | |
| UAT-KPI-07 | KPI Core API | Validate `kpi_core_data` payload and consistency | API matches UI/DB | | | | |
| UAT-KPI-04 | Draft Aging 3+ | Boundary day 2/3 | Day 3 included | | | | |
| UAT-KPI-05 | Draft Aging 7+ | Boundary day 6/7 | Day 7 included | | | | |
| UAT-PVT-01 | Owner x Month x Status | Drill-down owner->month->status | Parent-child totals consistent | | | | |
| UAT-PVT-07 | Owner x Month x Status API | Validate `pivot_owner_month_status_data` aggregation | Sum pivot = KPI total | | | | |
| UAT-PVT-02 | Source/Sub-source | Filter source and sub-source | Totals consistent | | | | |
| UAT-PVT-03 | Aging Board | Filter owner/domain/aging bucket | Queue matches expected | | | | |
| UAT-PVT-04 | Activity Audit | event_type/activity_code/actor filters | Event counts match history | | | | |
| UAT-SEC-01 | Role Direksi | Access global portfolio view | Allowed | | | | |
| UAT-SEC-02 | Role Business Owner | Access team-only data | Restricted to team | | | | |
| UAT-SEC-03 | Role Sales Ops | Access audit panel | Allowed per permission | | | | |
| UAT-SEC-04 | Snapshot permission | User without permission opens snapshot | 403 response | | | | |
| UAT-NF-01 | Performance | Heavy pivot 12 months | Meets SLA | | | | |
| UAT-NF-02 | Export | Excel/Print vs UI numbers | Identical | | | | |

## 5. Defect Register

| Defect ID | Severity (P0/P1/P2/P3) | Summary | Repro Steps | Owner | ETA Fix | Retest Status |
|---|---|---|---|---|---|---|
| DEF-001 | | | | | | |
| DEF-002 | | | | | | |

## 6. Evidence Checklist

| Evidence ID | Type | Description | Mandatory | Attached (Y/N) |
|---|---|---|---|---|
| EV-01 | Screenshot | KPI overview dashboard | Y | |
| EV-02 | Screenshot | Pivot drill-down sample | Y | |
| EV-03 | File | Export Excel sample | Y | |
| EV-04 | Query output | DB reconciliation result | Y | |
| EV-05 | Screenshot | Access denied (403) case | Y | |
| EV-06 | Log | Error log for failed cases | N | |

## 7. Reconciliation Sheet

| Metric | UI Value | DB Value | Delta | Tolerance | Result |
|---|---|---|---|---|---|
| Estimate Count | | | | 0 | |
| Estimate Value | | | | <= 0.5% | |
| Accepted Rate | | | | <= 0.5% | |
| Draft 3+ | | | | 0 | |
| Draft 7+ | | | | 0 | |
| Ready SO | | | | 0 | |

## 8. Entry and Exit Criteria

### Entry Criteria
1. Data set referensi tersedia dan tervalidasi.
2. Build release dipasang di UAT environment.
3. Semua endpoint/reporting dependency aktif.

### Exit Criteria
1. Tidak ada defect P0/P1 terbuka.
2. Semua case KPI/security PASS.
3. Reconciliation delta dalam tolerance.
4. Business owner sign-off.

## 9. Sign-off

| Role | Name | Decision (Approve/Reject) | Date | Signature |
|---|---|---|---|---|
| Business Owner | | | | |
| QA Lead | | | | |
| Product Owner | | | | |
| Tech Lead | | | | |