Test Cases: Invoice Creation

Module: Billing & Invoicing - Invoice Creation

Backend Endpoint: POST /api/billing/invoices, POST /api/billing/admin/invoices

Frontend Page: frontend/pwa-app/src/pages/AdminInvoicesPage.tsx

Prerequisites

User logged in with ADMIN or FINANCE_MANAGER role.
At least one active member exists in the system.
Test data from 00_MASTER_TEST_DATA.md is seeded.

Test Data

Field	Value
Creator	Ana Reyes (FINANCE_MANAGER)
Target Member	Maria Cruz (MEM-2024-0004)
Invoice Type	Manual Invoice
Line Item 1	Annual Dues - PHP 15,000.00
Line Item 2	Late Fee - PHP 500.00
Total	PHP 15,500.00
Due Date	Current Month + 30 days

Test Cases

TC-BIL-001: Create Manual Invoice Successfully

Step	Action	Expected Result
1	Login as Ana Reyes (FINANCE_MANAGER).	Dashboard displayed.
2	Navigate to Admin > Invoices.	Invoice list page displayed.
3	Click "Create Invoice" button.	Invoice creation form opens.
4	Select member: Maria Cruz.	Member details auto-populated.
5	Add line item: "Annual Dues" - PHP 15,000.00.	Line item added to invoice.
6	Add line item: "Late Fee" - PHP 500.00.	Second line item added. Total shows PHP 15,500.00.
7	Set due date: Current Month + 30 days.	Due date field populated.
8	Click "Create Invoice".	API `POST /api/billing/invoices` called.
9	Verify API response.	Status `201 Created`. Invoice number generated (format: INV-YYYY-XXXX).
10	Verify invoice list.	New invoice appears in list with status "PENDING".

TC-BIL-002: Create Invoice with Multiple Line Items

Step	Action	Expected Result
1	Open invoice creation form.	Form displayed.
2	Select member: Maria Cruz.	-
3	Add 5 different line items with varying amounts.	All items displayed with subtotals.
4	Verify total calculation.	Total equals sum of all line items.
5	Create invoice.	Invoice created with all 5 line items preserved.
6	View invoice details.	All line items displayed correctly.

TC-BIL-003: Create Invoice - Validation Errors

Step	Action	Expected Result
1	Open invoice creation form.	Form displayed.
2	Click "Create Invoice" without selecting member.	Validation error: "Member is required".
3	Select member but add no line items.	Validation error: "At least one line item required".
4	Add line item with amount 0 or negative.	Validation error: "Amount must be greater than 0".
5	Add line item with empty description.	Validation error: "Description is required".
6	Set due date in the past.	Warning displayed (may allow based on business rules).

TC-BIL-004: Create Invoice - Permission Denied

Step	Action	Expected Result
1	Login as Maria Cruz (MEMBER role).	Member dashboard displayed.
2	Attempt to navigate to Admin > Invoices.	Access denied or menu not visible.
3	Attempt direct API call `POST /api/billing/invoices`.	Status `403 Forbidden`.

TC-BIL-005: Create Invoice for Pending Member

Step	Action	Expected Result
1	Login as FINANCE_MANAGER.	-
2	Open invoice creation form.	-
3	Search for Miguel Fernandez (PENDING_APPROVAL status).	Member found in search.
4	Attempt to create invoice.	System should warn or prevent (business rule dependent).

TC-BIL-006: Create Invoice - Duplicate Prevention

Step	Action	Expected Result
1	Create invoice for Maria Cruz - "Annual Dues 2024".	Invoice created successfully.
2	Attempt to create another invoice with same description for same period.	Warning displayed about potential duplicate.
3	Confirm to proceed if allowed.	Duplicate created (if business rules allow).

TC-BIL-007: Create Invoice with Notes

Step	Action	Expected Result
1	Open invoice creation form.	-
2	Fill required fields.	-
3	Add internal notes: "Follow up if not paid by due date".	Notes field accepts text.
4	Add customer-facing notes: "Thank you for your membership".	Notes field accepts text.
5	Create invoice.	Invoice created with both note types.
6	View invoice details.	Internal notes visible to admin only. Customer notes visible to member.

API Test Cases

TC-BIL-API-001: POST /api/billing/invoices - Valid Request

Request:

{
  "memberId": "MEM-2024-0004",
  "dueDate": "2024-02-28",
  "lines": [
    { "description": "Annual Dues 2024", "amount": 15000 },
    { "description": "Late Fee", "amount": 500 }
  ],
  "notes": "Manual invoice for dues collection"
}

Expected Response: 201 Created

{ "id": "uuid", "invoiceNumber": "RCME-DUES-XXXX", "memberId": "MEM-2024-0004", "total": 15500, "status": "PENDING", "dueDate": "2024-02-28", "createdAt": "timestamp", "createdBy": "treasurer@demo.membervu.com"

}

TC-BIL-API-002: POST /api/billing/invoices - Invalid Member

Request:

{
  "memberId": "INVALID-ID",
  "dueDate": "2024-02-28",
  "lines": [{ "description": "Test", "amount": 100 }]
}

Expected Response: 404 Not Found or 400 Bad Request

{
  "error": "MEMBER_NOT_FOUND",
  "message": "Member not found"
}

TC-BIL-API-003: POST /api/billing/invoices - Unauthorized

Headers: No auth token or invalid token

Expected Response: 401 Unauthorized