Test Cases: Dues Calculation

⚠️ SUPERSEDED — read the Dues index first. Per-member dues preview is real (GET /api/billing/admin/members/:memberId/dues/calculate), but this page assumes Founding / Corporate members and INV-2024-000X invoice numbers that don't exist (seeded: Regular ₱15k / Associate ₱10k / Student ₱5k; invoices RCME-DUES-000X). Bulk dues generation is the "Create dues run" form at /admin/reports/dues-summary (API POST /api/billing/internal/dues/run) — not a per-type wizard, and not /admin/dues/generate-bulk (which never existed). The amount used is the global TenantDuesSettings.annualAmountCents. Follow the index.

Module: Dues Management - Calculation

Backend Endpoints:

GET /api/billing/admin/members/:memberId/dues/calculate
GET /api/billing/admin/members/:memberId/dues

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

Prerequisites

Dues settings configured (period, amounts, pro-rata).
Members with various membership types exist.
Test data from 00_MASTER_TEST_DATA.md is seeded.

Test Data

Member	Type	Join Date	Expected Annual Dues
Maria Cruz	Regular Member	Jan 2023	PHP 15,000
Miguel Fernandez	Associate Member	Jul 2024	PHP 10,000 (or pro-rata)
Admin User	Founding Member	Jan 2020	PHP 0 (Exempt)
New Member	Student Member	Oct 2024	PHP 5,000 (or pro-rata)

Test Cases

TC-DUES-016: Calculate Full Year Dues - Regular Member

Step	Action	Expected Result
1	Login as FINANCE_MANAGER.	Dashboard displayed.
2	Navigate to member: Maria Cruz.	Member details displayed.
3	Click "Calculate Dues" or access dues preview.	Calculation preview displayed.
4	Verify membership type.	Regular Member identified.
5	Verify dues period.	Annual (full year).
6	Verify calculated amount.	PHP 15,000 displayed.
7	Verify no pro-rata applied.	Full amount (joined before period start).

TC-DUES-017: Calculate Pro-Rated Dues - Mid-Year Join

Step	Action	Expected Result
1	Ensure pro-rata is enabled.	Setting is on.
2	Create/use member who joined July 2024.	Member: Miguel Fernandez.
3	Calculate dues for 2024.	Calculation preview displayed.
4	Verify pro-rata calculation.	6 months remaining: PHP 10,000 × (6/12) = PHP 5,000.
5	Verify calculation breakdown.	Shows: Full amount, months remaining, pro-rated amount.

TC-DUES-018: Calculate Dues - Exempt Member

Step	Action	Expected Result
1	Navigate to Admin User (Founding Member).	Member displayed.
2	Attempt dues calculation.	Calculation shown.
3	Verify exemption.	"Exempt" status displayed.
4	Verify amount.	PHP 0 or "No dues applicable".
5	Verify no invoice option.	Cannot create dues invoice for exempt member.

TC-DUES-019: Calculate Dues - Student Member

Step	Action	Expected Result
1	Navigate to a Student Member.	Member displayed.
2	Calculate dues.	Calculation displayed.
3	Verify amount.	PHP 5,000 (student rate).

TC-DUES-020: Calculate Dues - Corporate Member

Step	Action	Expected Result
1	Navigate to a Corporate Member.	Member displayed.
2	Calculate dues.	Calculation displayed.
3	Verify amount.	PHP 25,000 (corporate rate).

TC-DUES-021: Calculate Pro-Rata - October Join (3 Months)

Step	Action	Expected Result
1	Use member who joined October.	Member selected.
2	Calculate dues for current year.	Calculation displayed.
3	Verify pro-rata.	3 months: Amount × (3/12).
4	For Regular Member.	PHP 15,000 × (3/12) = PHP 3,750.

TC-DUES-022: Calculate Pro-Rata Disabled

Step	Action	Expected Result
1	Disable pro-rata in settings.	Setting saved.
2	Calculate dues for mid-year joiner.	Calculation displayed.
3	Verify full amount charged.	Full PHP 15,000 (no pro-rata).

TC-DUES-023: View Dues History for Member

Step	Action	Expected Result
1	Navigate to Maria Cruz.	Member displayed.
2	Click "Dues History" tab or link.	Dues history displayed.
3	Verify past dues records.	2023: PHP 15,000 (Paid), 2024: PHP 15,000 (Pending).
4	Verify payment status.	Each year shows paid/pending/overdue status.

TC-DUES-024: Calculate Dues After Membership Type Change

Step	Action	Expected Result
1	Member was Student, upgraded to Regular mid-year.	-
2	Calculate dues.	-
3	Verify calculation logic.	Should use new membership type rate (or pro-rata adjustment based on business rules).

TC-DUES-025: Dues Summary Dashboard

Step	Action	Expected Result
1	Navigate to Admin > Dues Summary.	Dashboard displayed.
2	Verify summary cards.	Total Expected, Total Collected, Outstanding.
3	Verify member breakdown.	Paid: X members, Pending: Y members, Overdue: Z members.
4	Verify amounts.	Total outstanding amount displayed.

TC-DUES-026: Filter Dues Summary by Status

Step	Action	Expected Result
1	Access Dues Summary.	Dashboard displayed.
2	Filter by "Unpaid".	Only members with unpaid dues shown.
3	Filter by "Paid".	Only members with paid dues shown.
4	Filter by "Overdue".	Only members with overdue dues shown.

TC-DUES-027: Filter Dues Summary by Membership Type

Step	Action	Expected Result
1	Filter by "Regular Member".	Only Regular Members shown.
2	Verify totals update.	Summary reflects filtered data only.

TC-DUES-028: Export Dues Report

Step	Action	Expected Result
1	Access Dues Summary.	Dashboard displayed.
2	Click "Export".	Export options shown.
3	Select CSV format.	CSV downloads.
4	Verify content.	Member, Type, Amount Due, Status, Paid Date.

TC-DUES-029: Calculate Dues - Suspended Member

Step	Action	Expected Result
1	Navigate to Antonio Dela Cruz (SUSPENDED).	Member displayed.
2	Calculate/view dues.	Dues calculated normally or special handling.
3	Verify business rule.	May show outstanding dues as reason for suspension.

TC-DUES-030: Calculate Dues - Deactivated Member

Step	Action	Expected Result
1	Navigate to Isabella Ramos (DEACTIVATED).	Member displayed.
2	Calculate dues.	Dues calculation may be blocked or show N/A.
3	Verify no new dues applicable.	Deactivated members don't accrue new dues.

API Test Cases

TC-DUES-API-004: GET /api/billing/admin/members/:memberId/dues/calculate

Request: GET /api/billing/admin/members/MEM-2024-0004/dues/calculate?year=2024

Expected Response: 200 OK

{ "member": { "id": "MEM-2024-0004", "name": "Maria Cruz", "membershipType": "Regular Member" }, "calculation": { "year": 2024, "baseAmount": 15000, "proRataApplied": false, "monthsApplicable": 12, "finalAmount": 15000, "isExempt": false }, "existingInvoice": null

}

TC-DUES-API-005: GET /api/billing/admin/members/:memberId/dues/calculate (Pro-Rata)

Request: GET /api/billing/admin/members/MEM-2024-0005/dues/calculate?year=2024

Expected Response: 200 OK

{
  "member": {
    "id": "MEM-2024-0005",
    "name": "Miguel Fernandez",
    "membershipType": "Associate Member",
    "joinDate": "2024-07-01"
  },
  "calculation": {
    "year": 2024,
    "baseAmount": 10000,
    "proRataApplied": true,
    "monthsApplicable": 6,
    "finalAmount": 5000,
    "breakdown": "PHP 10,000 × (6/12) = PHP 5,000"
  }
}

TC-DUES-API-006: GET /api/billing/admin/members/:memberId/dues (History)

Request: GET /api/billing/admin/members/MEM-2024-0004/dues

Expected Response: 200 OK

{
  "member": {
    "id": "MEM-2024-0004",
    "name": "Maria Cruz"
  },
  "duesHistory": [
    {
      "year": 2024,
      "amount": 15000,
      "status": "PENDING",
      "invoiceId": "RCME-DUES-0002",
      "dueDate": "2024-01-31"
    },
    {
      "year": 2023,
      "amount": 15000,
      "status": "PAID",
      "invoiceId": "INV-2023-0010",
      "paidDate": "2023-01-15"
    }
  ]
}

TC-DUES-API-007: GET Dues Calculate - Exempt Member

Request: GET /api/billing/admin/members/MEM-2024-0001/dues/calculate?year=2024

Expected Response: 200 OK

{ "member": { "id": "MEM-2024-0001", "name": "Admin User", "membershipType": "Founding Member" }, "calculation": { "year": 2024, "baseAmount": 0, "finalAmount": 0, "isExempt": true, "exemptReason": "Founding Member - Lifetime Exemption" }

}