Test Cases: Invoice Listing & Filtering

⚠️ Filter labels corrected — see the Billing index. Invoices are under the sidebar Finance group (not "Billing") at /admin/invoices. The admin list filters are: Status = All / Outstanding / Overdue / Paid / Cancelled · Source = All / Dues / Donation / Event / Other · Period = All Time / YTD / 12 Months / 30 Days. (The old "Pending / Voided / Issued" labels are wrong.) The member page (/invoices, "My Invoices & Payments") tabs are Outstanding / Recently Paid / History. Admin list endpoint = GET /api/billing/invoices/tenant.

Module: Billing & Invoicing - Invoice Listing

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

Frontend Pages:

Admin: frontend/pwa-app/src/pages/AdminInvoicesPage.tsx
Member: frontend/pwa-app/src/pages/InvoicesPage.tsx

Prerequisites

Test invoices exist in database (see 00_MASTER_TEST_DATA.md).
Multiple invoice statuses present: PENDING, PAID, OVERDUE, VOIDED.

Test Data

Invoice	Member	Status	Amount	Due Date
RCME-DUES-0001	Maria Cruz	PAID	PHP 15,000	Past
RCME-DUES-0002	Antonio Dela Cruz	PENDING	PHP 15,000	Future
RCME-DUES-0003	Antonio Dela Cruz	OVERDUE	PHP 2,500	Past
RCME-DUES-0004	Isabella Ramos	VOIDED	PHP 15,000	Past
RCME-DUES-0005	Maria Cruz	PARTIALLY_PAID	PHP 3,500	Future

Test Cases

TC-BIL-008: Admin View All Invoices

Step	Action	Expected Result
1	Login as Admin User (ADMIN).	Dashboard displayed.
2	Navigate to Admin > Invoices.	Invoice list page displayed.
3	Verify invoice list.	All invoices from all members displayed.
4	Verify columns displayed.	Invoice #, Member, Amount, Status, Due Date, Created Date visible.
5	Verify default sorting.	Sorted by created date (newest first).
6	Verify pagination.	Pagination controls visible if > page size.

TC-BIL-009: Member View Own Invoices Only

Step	Action	Expected Result
1	Login as Maria Cruz (MEMBER).	Member dashboard displayed.
2	Navigate to My Invoices / Billing.	Invoice list displayed.
3	Verify invoices shown.	Only RCME-DUES-0001 and RCME-DUES-0005 visible.
4	Verify no access to other members' invoices.	Antonio Dela Cruz's invoices NOT visible.

TC-BIL-010: Filter by Status - PENDING

Step	Action	Expected Result
1	Login as ADMIN, navigate to Invoices.	Invoice list displayed.
2	Click status filter dropdown.	Status options displayed: All, Pending, Paid, Overdue, Voided.
3	Select "Pending".	List filtered to show only PENDING invoices.
4	Verify results.	RCME-DUES-0002 displayed. Others hidden.

TC-BIL-011: Filter by Status - OVERDUE

Step	Action	Expected Result
1	Select "Overdue" status filter.	List filtered.
2	Verify results.	RCME-DUES-0003 displayed (Antonio Dela Cruz's overdue invoice).
3	Verify visual indicator.	Overdue invoices highlighted in red/warning color.

TC-BIL-012: Filter by Member

Step	Action	Expected Result
1	Access member search/filter field.	Filter input displayed.
2	Type "Maria Cruz".	Autocomplete suggestions appear.
3	Select Maria Cruz.	List filtered to Juan's invoices only.
4	Verify results.	RCME-DUES-0001 and RCME-DUES-0005 displayed.

TC-BIL-013: Filter by Date Range

Step	Action	Expected Result
1	Access date range filter.	Date picker displayed.
2	Set start date: First day of current month.	-
3	Set end date: Last day of current month.	-
4	Apply filter.	Only invoices created within date range displayed.

TC-BIL-014: Search by Invoice Number

Step	Action	Expected Result
1	Locate search field.	Search input visible.
2	Enter "RCME-DUES-0003".	Search executed.
3	Verify results.	Only RCME-DUES-0003 displayed.

TC-BIL-015: Combined Filters

Step	Action	Expected Result
1	Set status filter: PENDING or OVERDUE.	-
2	Set member filter: Antonio Dela Cruz.	-
3	Apply both filters.	Only Roberto's pending/overdue invoices shown.
4	Verify results.	RCME-DUES-0002 and RCME-DUES-0003 displayed.

TC-BIL-016: Sort by Amount

Step	Action	Expected Result
1	Click "Amount" column header.	List sorted by amount ascending.
2	Click again.	List sorted by amount descending.
3	Verify order.	PHP 2,500 < PHP 3,500 < PHP 15,000

TC-BIL-017: Sort by Due Date

Step	Action	Expected Result
1	Click "Due Date" column header.	List sorted by due date.
2	Verify overdue invoices.	Past due dates appear first (ascending) or last (descending).

TC-BIL-018: Empty State - No Invoices

Step	Action	Expected Result
1	Login as a member with no invoices (Miguel Fernandez).	-
2	Navigate to My Invoices.	Empty state displayed.
3	Verify message.	"No invoices found" or similar message displayed.

TC-BIL-019: Pagination

Step	Action	Expected Result
1	Ensure > 25 invoices exist in system.	-
2	Navigate to Admin > Invoices.	First page displayed (e.g., 25 items).
3	Click "Next" or page 2.	Second page of results displayed.
4	Verify item count.	Correct number of items per page.
5	Navigate to last page.	Last page displays remaining items.

TC-BIL-020: Quick Actions from List

Step	Action	Expected Result
1	Hover over an invoice row.	Action buttons appear (View, Send, Download).
2	Click row or "View" button.	Invoice detail page opens.
3	Click "Download" (PDF icon).	Invoice PDF downloads.
4	Click "Send" (email icon).	Invoice email sent confirmation.

API Test Cases

TC-BIL-API-004: GET /api/billing/admin/invoices - List All

Request: GET /api/billing/admin/invoices

Expected Response: 200 OK

{
  "invoices": [
    {
      "id": "uuid",
      "invoiceNumber": "RCME-DUES-0001",
      "member": { "id": "...", "name": "Maria Cruz", "email": "testmember@rcme.membervu.com" },
      "total": 15000,
      "status": "PAID",
      "dueDate": "2024-01-15",
      "paidDate": "2024-01-10"
    }
  ],
  "pagination": {
    "page": 1,
    "pageSize": 25,
    "total": 100
  }
}

TC-BIL-API-005: GET /api/billing/admin/invoices?status=OVERDUE

Request: GET /api/billing/admin/invoices?status=OVERDUE

Expected Response: 200 OK with only overdue invoices

TC-BIL-API-006: GET /api/billing/invoices (Member Endpoint)

Request: GET /api/billing/invoices (as Maria Cruz)

Expected Response: 200 OK with only Juan's invoices (NEVER other members')