Test Cases: Dues Settings Configuration

⚠️ SUPERSEDED — read the Dues index first. The real dues-settings model is far simpler than the cases below assume. Dues Settings (at /admin/settings/finance?tab=dues, page "Finance & Billing") = a single global Annual Dues Amount + Fiscal Year Start month + proration toggle + grace-period days. There is NO per-membership-type dues table here, NO "Dues Period: Annual/Semi-Annual/Quarterly" field, NO exemption config, and NO auto-generate setting. Per-type amounts live separately on Member Settings → Membership Types. Seeded types are only Regular ₱15k / Associate ₱10k / Student ₱5k (no Founding/Corporate). Treat the specific steps below as outdated; follow the index.

Module: Dues Management - Settings

Backend Endpoints:

GET /api/billing/admin/settings/dues
PUT /api/billing/admin/settings/dues

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

Prerequisites

User logged in with ADMIN role.
Membership types configured.
Test data from 00_MASTER_TEST_DATA.md is seeded.

Test Data - Membership Types & Dues

Type	Name	Annual Dues
TYPE_001	Founding Member	PHP 0 (Exempt)
TYPE_002	Regular Member	PHP 15,000
TYPE_003	Associate Member	PHP 10,000
TYPE_004	Student Member	PHP 5,000
TYPE_005	Corporate Member	PHP 25,000

Test Cases

TC-DUES-001: View Current Dues Settings

Step	Action	Expected Result
1	Login as Admin User (ADMIN).	Dashboard displayed.
2	Navigate to Admin > Finance > Dues Settings.	Dues settings page displayed.
3	Verify global settings visible.	Dues period, due date, grace period shown.
4	Verify membership type dues.	All types listed with their dues amounts.
5	Verify exemptions configured.	Founding Member shows as exempt.

TC-DUES-002: Update Dues Period Settings

Step	Action	Expected Result
1	Access Dues Settings page.	Settings displayed.
2	Locate "Dues Period" setting.	Current value: Annual (default).
3	Verify options available.	Annual, Semi-Annual, Quarterly.
4	Change to "Semi-Annual".	Selection changed.
5	Save changes.	API `PUT /api/billing/admin/settings/dues` called.
6	Verify success message.	"Settings updated" displayed.
7	Reload page.	Setting persists as "Semi-Annual".

TC-DUES-003: Update Due Date Setting

Step	Action	Expected Result
1	Access Dues Settings.	-
2	Locate "Due Date" setting.	-
3	Set due date: January 31st.	Date selected.
4	Save changes.	Settings saved.
5	Verify.	New invoices will have January 31 due date.

TC-DUES-004: Configure Grace Period

Step	Action	Expected Result
1	Locate "Grace Period" setting.	-
2	Set grace period: 30 days.	Value entered.
3	Save changes.	Settings saved.
4	Verify behavior.	Invoices marked OVERDUE 30 days after due date.

TC-DUES-005: Update Membership Type Dues Amount

Step	Action	Expected Result
1	Locate "Regular Member" dues.	Current: PHP 15,000.
2	Update amount to PHP 16,500.	New amount entered.
3	Save changes.	Settings saved.
4	Verify update.	Regular Member dues now PHP 16,500.
5	Verify existing invoices unchanged.	Already created invoices keep PHP 15,000.
6	Create new dues invoice.	New invoice uses PHP 16,500.

TC-DUES-006: Configure Dues Exemption

Step	Action	Expected Result
1	Locate Founding Member type.	Exempt checkbox checked.
2	Uncheck exemption (test).	Exemption removed.
3	Save changes.	Settings saved.
4	Verify calculation.	Founding Members now have dues calculated.
5	Re-check exemption.	Exemption restored.
6	Save.	Founding Members exempt again.

TC-DUES-007: Add New Membership Type with Dues

Step	Action	Expected Result
1	Click "Add Membership Type" (if in settings).	Form opens.
2	Enter name: "Lifetime Member".	Name entered.
3	Set dues: PHP 0 (exempt).	Exempt selected.
4	Save.	New type created with exemption.
5	Verify in list.	"Lifetime Member" appears with exempt status.

TC-DUES-008: Configure Pro-Rata Setting

Step	Action	Expected Result
1	Locate "Pro-Rata Dues" toggle.	Setting displayed.
2	Enable pro-rata calculation.	Toggle on.
3	Set pro-rata method: Monthly.	Method selected.
4	Save.	Settings saved.
5	Test calculation for mid-year join.	Member joining July pays 6/12 of annual dues.

TC-DUES-009: Disable Pro-Rata

Step	Action	Expected Result
1	Disable pro-rata toggle.	Toggle off.
2	Save.	Settings saved.
3	Test calculation for mid-year join.	Full annual dues charged regardless of join date.

TC-DUES-010: Validation - Negative Dues Amount

Step	Action	Expected Result
1	Edit a membership type dues.	-
2	Enter negative amount: -1000.	Amount entered.
3	Attempt to save.	Validation error: "Dues amount cannot be negative".

TC-DUES-011: Validation - Invalid Grace Period

Step	Action	Expected Result
1	Enter grace period: -5 days.	Value entered.
2	Attempt to save.	Validation error: "Grace period must be 0 or greater".

TC-DUES-012: Permission - Finance Manager View

Step	Action	Expected Result
1	Login as Ana Reyes (FINANCE_MANAGER).	Dashboard displayed.
2	Access Dues Settings.	Settings displayed (read-only or limited edit).
3	Verify view capability.	Can see all settings.
4	Verify edit restrictions.	May or may not be able to edit (role-dependent).

TC-DUES-013: Permission - Member Cannot Access

Step	Action	Expected Result
1	Login as Maria Cruz (MEMBER).	Member dashboard.
2	Attempt to access Dues Settings.	Access denied or menu not visible.
3	Attempt direct API call.	Status `403 Forbidden`.

TC-DUES-014: Configure Auto-Generate Dues Invoices

Step	Action	Expected Result
1	Locate "Auto-Generate Invoices" setting.	Toggle displayed.
2	Enable auto-generation.	Toggle on.
3	Set generation date: December 1st.	Date selected.
4	Save.	Settings saved.
5	Verify.	System will auto-generate dues invoices on Dec 1.

TC-DUES-015: Configure Dues Reminder Schedule

Step	Action	Expected Result
1	Locate reminder settings.	Reminder config displayed.
2	Enable reminders.	Toggle on.
3	Set reminder schedule: 7 days before due, on due date, 7 days after.	Schedule configured.
4	Save.	Settings saved.
5	Verify.	Reminders will be sent per schedule.

API Test Cases

TC-DUES-API-001: GET /api/billing/admin/settings/dues

Expected Response: 200 OK

{
  "duesPeriod": "ANNUAL",
  "dueDate": {
    "month": 1,
    "day": 31
  },
  "gracePeriodDays": 30,
  "proRataEnabled": true,
  "proRataMethod": "MONTHLY",
  "autoGenerateInvoices": true,
  "autoGenerateDate": {
    "month": 12,
    "day": 1
  },
  "membershipTypeDues": [
    {
      "typeId": "TYPE_001",
      "name": "Founding Member",
      "amount": 0,
      "isExempt": true
    },
    {
      "typeId": "TYPE_002",
      "name": "Regular Member",
      "amount": 15000,
      "isExempt": false
    }
  ],
  "reminders": {
    "enabled": true,
    "schedule": [-7, 0, 7, 14]
  }
}

TC-DUES-API-002: PUT /api/billing/admin/settings/dues

Request:

{
  "duesPeriod": "SEMI_ANNUAL",
  "gracePeriodDays": 15,
  "membershipTypeDues": [
    { "typeId": "TYPE_002", "amount": 16500, "isExempt": false }
  ]
}

Expected Response: 200 OK

{ "success": true, "message": "Dues settings updated", "updatedAt": "timestamp"

}

TC-DUES-API-003: PUT /api/billing/admin/settings/dues - Invalid Amount

Request:

{
  "membershipTypeDues": [
    { "typeId": "TYPE_002", "amount": -100, "isExempt": false }
  ]
}

Expected Response: 400 Bad Request

{
  "error": "VALIDATION_ERROR",
  "message": "Dues amount cannot be negative"
}