These scenarios define the business-user acceptance walkthrough for the OOAMS portfolio package. They cover the implemented synthetic path from requirements, SQLite data, SQL analytics, and the Python-to-Excel hand-off. They are simulated portfolio UAT scenarios, not sign-off from a real business or evidence of deployment.
The scope includes:
The scope excludes production security, live integrations, real customer data, live Jira usage, stakeholder sign-off, and a checked-in Power BI .pbix.
From the repository root:
python -m pip install -r requirements.txt
python 03-Data/OOAMS-Sample-Data-Generator.py
python 05-Python-Pipeline/OOAMS-Pipeline-001.py
python -m pytest -q
Use the fixed seed 42 and snapshot date 2025-09-12. Review the generated workbook at 05-Python-Pipeline/OOAMS-Analytics-Output.xlsx and the checked-in database at 02-Database/OOAMS-DB-001.db.
| ID | Business-user scenario | Acceptance criteria | Evidence / traceability |
|---|---|---|---|
| UAT-01 | Operations manager reviews the order population and lifecycle status. | Order totals and status categories are present and reconcile to the documented synthetic baseline. | vw_executive_kpis, vw_orders_live, tests/test_ooams.py; BRD/FRD in 01-Requirements/ |
| UAT-02 | Operations manager identifies overdue open orders for escalation. | The overdue output includes the expected fields, uses the fixed snapshot date, and supports priority/owner review. | Overdue Orders and AT RISK Orders workbook sheets; SQL query pack |
| UAT-03 | Team lead reviews workload by team and user. | Workload outputs identify assigned work and can be filtered by team/user without changing source data. | Team Workload and Top Users workbook sheets; pipeline script |
| UAT-04 | Process owner investigates the slowest lifecycle stage. | Bottleneck output identifies the synthetic NEW-stage wait and exposes duration metrics for analysis. | Bottlenecks workbook sheet; status-history views |
| UAT-05 | Support lead reviews issue categories and resolution time. | Issue counts, categories, priorities, and resolution metrics are available for discussion. | Issues by Category and Resolution Time workbook sheets |
| UAT-06 | Manager reviews trend and KPI scorecard outputs. | Executive KPI, SLA, priority, team, and monthly trend sheets exist with the documented headers. | 14-sheet workbook contract; pytest pipeline test |
| UAT-07 | Analyst reruns the package after regeneration. | Re-running with the same schema, seed, and snapshot produces reproducible database values and a readable workbook. | Generator reproducibility test; requirements.txt; pipeline CLI |
| UAT-08 | Business reviewer checks the proposed Power BI hand-off. | The design specification maps source sheets, measures, pages, and visuals clearly enough for a manual build. | 06-PowerBI/OOAMS-PBI-001.pdf; no PBIX is claimed |
| UAT-09 | Business reviewer performs visual dashboard acceptance. | A Power BI report is opened, filtered, checked for accessibility, and accepted by a real stakeholder. | Out of current portfolio scope: requires a manual Power BI Desktop build and stakeholder review |
| UAT-10 | Business reviewer confirms production readiness. | Live integrations, authentication, monitoring, backup, security, deployment, and operational ownership are demonstrated. | Out of current portfolio scope: no production environment is included |