Month_End_Automator

Testing Guide - Login & Dashboard

🚀 Quick Start

1. Start the Server

python -m uvicorn main:app --reload

2. Open Your Browser

Go to: http://127.0.0.1:8000

✅ Manual Testing Steps

Test 1: Home Page Redirect

1. Visit http://127.0.0.1:8000/
2. Expected: Automatically redirected to /login
3. Result: ✅ Should see login page

Test 2: Login Page

1. Visit http://127.0.0.1:8000/login
2. Expected: See “Month End Automator” login page
3. Check:
   • Left panel: Logo and description
   • Right panel: Login form with Username/Password fields
   • Green “Sign In” button
4. Result: ✅ Login page should load

Test 3: Failed Login

1. On login page, enter:
   • Username: admin
   • Password: wrongpassword
2. Click “Sign In”
3. Expected: Error message: “Invalid username or password”
4. Result: ✅ Error message displayed

Test 4: Successful Login

1. On login page, enter:
   • Username: amina
   • Password: amina0000
2. Click “Sign In”
3. Expected: Redirected to /dashboard
4. Result: ✅ Dashboard should load

Test 5: Dashboard Access

1. After login, you should see the dashboard
2. Check:
   • Header: “Month End Automator” logo and “Welcome, admin!”
   • Statistics cards: Total Transactions, Total Amount, Reports Generated, Files Processed
   • Upload section: File upload area
   • Recent Reports: List of recent Excel reports
3. Result: ✅ Dashboard displays correctly

Test 6: File Upload from Dashboard

1. On dashboard, click “Choose File”
2. Select test_transactions.csv
3. Click “Upload & Process”
4. Expected:
   • File processed
   • Success message shown
   • Excel report generated
   • File appears in Recent Reports
5. Result: ✅ File uploaded and processed

Test 7: Dashboard Protection (No Auth)

1. Open a new incognito/private window
2. Try to visit http://127.0.0.1:8000/dashboard
3. Expected: Redirected to /login or shown error
4. Result: ✅ Dashboard protected

Test 8: Logout

1. On dashboard, click “Logout” button
2. Expected: Redirected to /login
3. Result: ✅ Logged out successfully

Test 9: API Endpoints (No Auth)

1. Visit http://127.0.0.1:8000/health
2. Expected: JSON response: {"status": "healthy", ...}
3. Result: ✅ API accessible without auth

Test 10: Login Verification

1. Logout
2. Verify login works with:
   • Username: amina / Password: amina0000
3. Expected: Login successful
4. Result: ✅ Login works correctly

🔑 Test Credentials

• Amina: amina / amina0000

📝 Test Checklist

• Home redirects to login
• Login page loads correctly
• Failed login shows error
• Successful login redirects to dashboard
• Dashboard displays statistics
• File upload works from dashboard
• Dashboard is protected (requires auth)
• Logout works correctly
• API endpoints accessible without auth
• Multiple users can log in

🐛 Troubleshooting

Server Not Starting

• Check if port 8000 is already in use
• Try: python -m uvicorn main:app --reload --port 8001

Routes Not Found (404)

• Make sure server is running with --reload
• Check templates/login.html and templates/dashboard.html exist
• Verify main.py has all route definitions

Login Not Working

• Check browser console for errors
• Verify session cookies are enabled
• Check server logs for errors

Dashboard Not Loading

• Make sure you’re logged in
• Check browser console for errors
• Verify session is maintained

✅ Expected Results

After completing all tests, you should see:

• ✅ Login page with beautiful UI
• ✅ Dashboard with statistics and file upload
• ✅ Secure authentication
• ✅ File processing works from dashboard
• ✅ Recent reports tracking

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