Step-by-Step Guide — Follow each step exactly as written. All values are provided — do not improvise.

TC-BIL-006: Bulk Operations & Export

Module: Billing & Invoicing - Bulk Operations

Primary Login: admin@rcme.membervu.com / Admin123! (ADMIN role)

URLs for this test:
Frontend: https://stg-rcme.membervu.com
Backend API: https://stg-api.membervu.com
MailHog: https://stg-webmail.membervu.com

Membership Types & Dues Reference:
Regular Member: PHP 15,000/year
Associate Member: PHP 10,000/year
Student Member: PHP 5,000/year

Test A: Bulk Generate Dues Invoices - Regular Members

Purpose: Verify bulk creation of dues invoices for all active Regular Members.

Step	Action (EXACT clicks/typing)	Expected Result (EXACT text/behavior)	Test Value
1	Open browser, go to: `https://stg-rcme.membervu.com/login`	Login page loads.	`https://stg-rcme.membervu.com/login`
2	Login as: `admin@rcme.membervu.com` / `Admin123!`	Admin dashboard displayed.	Email: `admin@rcme.membervu.com` Pass: `Admin123!`
3	Navigate to "Admin" > "Billing". Look for "Generate Dues Invoices", "Bulk Invoice", or "Dues Management" option.	Bulk invoice generation page or modal loads.	-
4	Select Membership Type: `Regular Member`	Dropdown/selector shows "Regular Member" selected. A preview may show the number of active members of this type.	Membership Type: Regular Member
5	Verify the dues amount is pre-filled or displayed.	Amount shows PHP 15,000.00 per invoice (matching Regular Member annual dues).	Amount: PHP 15,000.00
6	Set the billing period or description: `Annual Dues 2026`	Period/description accepted.	Description: `Annual Dues 2026`
7	Set the Due Date to 30 days from today.	Due date set.	30 days from today
8	Click "Generate Invoices" (or "Create Invoices", "Run").	Confirmation dialog: "This will create invoices for X Regular Members. Continue?" Click "Yes" or "Generate".	-
9	Wait for the process to complete.	Success message: "X invoices generated successfully" or progress bar completes. Shows count of invoices created.	-
10	Navigate to "Admin" > "Billing" > "Invoices". Check the newly created invoices.	New invoices appear in the list, one per active Regular Member. Each shows: - Amount: PHP 15,000.00 - Status: ISSUED - Description includes "Annual Dues 2026" - Due date matches selected date	Amount: PHP 15,000.00 each
11	Click on one of the generated invoices to verify details.	Detail page shows: - Line item: Annual Dues 2026 — PHP 15,000.00 - Member: correct Regular Member name - Status: ISSUED	-

WARNING: Bulk invoice generation creates invoices for ALL active members of the selected type. This may generate many invoices. Be prepared to void them during cleanup.

PASS if: Bulk generation creates one invoice per active Regular Member. Each invoice has amount PHP 15,000.00, status ISSUED, correct description and due date.

Test B: Bulk Generate Dues Invoices - Other Membership Types

Purpose: Verify bulk generation works for Associate and Student membership types with correct amounts.

Step	Action (EXACT clicks/typing)	Expected Result (EXACT text/behavior)	Test Value
1	Navigate to the bulk invoice generation page. Select Membership Type: `Associate Member`	"Associate Member" selected. Dues amount shows PHP 10,000.00.	Type: Associate Member Amount: PHP 10,000.00
2	Set description: `Annual Dues 2026`. Set due date: 30 days from today. Click "Generate Invoices".	Invoices generated for all active Associate Members. Each invoice: PHP 10,000.00.	Amount: PHP 10,000.00
3	Verify in the invoice list: new Associate Member invoices appear with PHP 10,000.00 amounts.	Correct count and amounts.	-
4	Return to bulk generation. Select Membership Type: `Student Member`	"Student Member" selected. Dues amount shows PHP 5,000.00.	Type: Student Member Amount: PHP 5,000.00
5	Set description: `Annual Dues 2026`. Set due date: 30 days from today. Click "Generate Invoices".	Invoices generated for all active Student Members. Each invoice: PHP 5,000.00.	Amount: PHP 5,000.00
6	Verify in the invoice list: new Student Member invoices appear with PHP 5,000.00 amounts.	Correct count and amounts.	-

SKIP — If Associate Member or Student Member membership types do not exist in the test environment, or if no active members of those types exist, skip the relevant sub-steps and note in your report.

PASS if: Bulk generation creates correct invoices for each membership type: Regular PHP 15,000, Associate PHP 10,000, Student PHP 5,000.

Test C: Bulk Generate - Duplicate Prevention

Purpose: Verify the system prevents duplicate invoices when running bulk generation again.

Step	Action (EXACT clicks/typing)	Expected Result (EXACT text/behavior)	Test Value
1	Navigate to the bulk invoice generation page. Select Membership Type: `Regular Member` (same as Test A).	Regular Member selected.	-
2	Set the same description: `Annual Dues 2026`. Same due date. Click "Generate Invoices".	System behavior — one of: a) Warning: "Invoices already exist for this period" and prevents generation b) Generates new invoices (duplicates allowed) c) Skips members who already have invoices for this period	-
3	Document the behavior observed.	Note whether duplicates were created or prevented. Record in test report.	-

SKIP — If duplicate prevention is not implemented, note this as a potential improvement. The system behavior should be documented either way.

PASS if: System either prevents duplicates with a warning OR creates them intentionally (both are valid depending on business rules). Document the observed behavior.

Test D: Export Invoice List to CSV/Excel

Purpose: Verify invoice data can be exported to a downloadable file.

Step	Action (EXACT clicks/typing)	Expected Result (EXACT text/behavior)	Test Value
1	Navigate to "Admin" > "Billing" > "Invoices". Verify invoices are listed.	Invoice list with data is displayed.	-
2	Look for an "Export" button (may be labeled "Export CSV", "Download", or an export icon).	Export button is available on the invoice list page.	-
3	Click the "Export" button. If a format option appears, select "CSV".	File download begins. A CSV (or Excel) file is downloaded to your computer.	Format: CSV
4	Open the downloaded file in a text editor or spreadsheet application.	File opens successfully. Contains tabular data.	-
5	Verify the CSV file contents — column headers.	Headers include: Invoice Number, Member Name, Member Email, Amount, Status, Due Date, Created Date (or similar).	-
6	Verify the CSV file contents — data rows.	Data matches the invoice list in the UI: - Invoice numbers match - Amounts are correct (PHP 15,000 for Regular, PHP 10,000 for Associate, PHP 5,000 for Student) - Statuses match (ISSUED, PAID, VOIDED) - Member names/emails are correct	-
7	Verify the row count: number of rows in CSV matches the total invoice count displayed in the UI.	Row count matches (excluding header row).	-
8	Apply a status filter (e.g., "ISSUED" only) in the UI, then export again.	Downloaded file contains only ISSUED invoices (filtered export).	Filter: ISSUED

SKIP — If export functionality is not implemented, skip this entire test and note it in your report. If filtered export is not supported (step 8), skip that step only.

PASS if: CSV file downloads successfully with correct headers, data matching the UI, correct amounts per membership type, and accurate row count.

Test E: Bulk Void Multiple Invoices

Purpose: Verify multiple invoices can be voided in a single bulk action.

WARNING: Bulk voiding is a destructive operation and cannot be undone. Only void invoices that were created specifically for testing.

Step	Action (EXACT clicks/typing)	Expected Result (EXACT text/behavior)	Test Value
1	Navigate to "Admin" > "Billing" > "Invoices". Filter by status: "ISSUED".	Only ISSUED invoices are displayed.	Filter: ISSUED
2	Look for checkboxes next to each invoice row. Select 3 test invoices by clicking their checkboxes.	3 invoices are selected. A bulk action bar or button appears (e.g., "Bulk Actions", "Actions for 3 selected").	Select: 3 invoices
3	Click the bulk action button. Select "Void Selected" (or "Bulk Void").	Confirmation dialog appears: "Are you sure you want to void 3 invoices? This action cannot be undone."	-
4	Enter void reason: `Bulk test cleanup - TC-BIL-006` Click "Confirm" or "Void All".	All 3 invoices voided. Success message: "3 invoices voided successfully".	Reason: `Bulk test cleanup - TC-BIL-006`
5	Verify the invoice list. Filter by "VOIDED".	The 3 voided invoices now appear with VOIDED status.	-
6	Click on one of the voided invoices.	Detail page shows: - Status: VOIDED - Void reason: "Bulk test cleanup - TC-BIL-006" - Void date: today	-

SKIP — If bulk selection or bulk void is not implemented, skip this test. You can void invoices individually instead during cleanup.

PASS if: Bulk void successfully voids all selected invoices. Confirmation dialog prevents accidental voiding. Void reason and date recorded on each invoice.

Test F: RBAC - Member Cannot Access Bulk Operations

Purpose: Verify regular members cannot access bulk invoice operations.

Step	Action (EXACT clicks/typing)	Expected Result (EXACT text/behavior)	Test Value
1	Log out. Login as: `testmember@rcme.membervu.com` / `Member123!`	Member dashboard displayed.	Email: `testmember@rcme.membervu.com` Pass: `Member123!`
2	Try navigating to the bulk invoice generation page: `https://stg-rcme.membervu.com/admin/billing/generate`	Access denied, redirect, or page not found. Member cannot access bulk generation.	`/rcme/admin/billing/generate`
3	Try navigating to admin invoices: `https://stg-rcme.membervu.com/admin/invoices`	Access denied. No bulk action checkboxes or export buttons visible.	`/rcme/admin/invoices`

PASS if: Member role cannot access bulk invoice generation, bulk void, or export functions.

CLEANUP

After completing all tests in this file:

Bulk-generated invoices: Void ALL invoices created during Tests A and B. Use bulk void (Test E) if available, or void individually:
Open each invoice > Void Invoice > Reason: Test cleanup - TC-BIL-006 bulk generation
Regular Member invoices: Void all PHP 15,000 test invoices.
Associate Member invoices: Void all PHP 10,000 test invoices.
Student Member invoices: Void all PHP 5,000 test invoices.
CSV export file: Delete the downloaded CSV file from your computer.
Record total number of invoices created and voided in your test report.