Test Cases: Dues Invoicing

⚠️ SUPERSEDED — read the Dues index first. Real endpoints: per-member dues = POST /api/billing/admin/members/:memberId/dues (preview GET .../dues/calculate); bulk dues = POST /api/billing/internal/dues/run. The /admin/dues/generate-bulk endpoint cited below never existed, and POST /dues/runs + GET /dues/summary are still 501 stubs (don't test them). There are no Founding / Corporate membership types and no exemption config — seeded types are only Regular ₱15k / Associate ₱10k / Student ₱5k, and the amount charged is the global TenantDuesSettings.annualAmountCents. Run bulk dues from the "Create dues run" action at /admin/reports/dues-summary (ADMIN only). Treat the steps below as outdated; follow the index.

Module: Dues Management - Invoicing

Backend Endpoints:

POST /api/billing/admin/members/:memberId/dues
POST /api/billing/internal/dues/run (bulk dues run — replaces the fictional /admin/dues/generate-bulk)

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

Prerequisites

Dues settings configured.
Members without existing dues invoices for current period.
Test data from 00_MASTER_TEST_DATA.md is seeded.

Test Data

Member	Type	Has 2024 Dues Invoice	Expected Action
Maria Cruz	Regular	No	Can create
Miguel Fernandez	Associate	No	Can create
Admin User	Founding	N/A	Cannot create (exempt)
Antonio Dela Cruz	Regular	Yes (Pending)	Cannot duplicate

Test Cases

TC-DUES-031: Create Dues Invoice for Single Member

Step	Action	Expected Result
1	Login as Ana Reyes (FINANCE_MANAGER).	Dashboard displayed.
2	Navigate to member: Maria Cruz.	Member details displayed.
3	Click "Generate Dues Invoice" or similar.	Invoice creation preview displayed.
4	Verify calculated amount.	PHP 15,000 (Regular Member dues).
5	Verify dues period.	Year 2024.
6	Confirm invoice creation.	API `POST /api/billing/admin/members/:id/dues` called.
7	Verify success message.	"Dues invoice created" displayed.
8	Verify invoice created.	RCME-DUES-XXXX created with PENDING status.
9	Verify invoice details.	Line item: "Annual Membership Dues 2024 - PHP 15,000".

TC-DUES-032: Create Dues Invoice - Pro-Rated Amount

Step	Action	Expected Result
1	Enable pro-rata in settings.	Setting saved.
2	Navigate to Miguel Fernandez (joined July).	Member displayed.
3	Generate dues invoice.	Preview displayed.
4	Verify pro-rata calculation.	PHP 5,000 (6 months of PHP 10,000).
5	Confirm creation.	Invoice created with pro-rated amount.

TC-DUES-033: Cannot Create Dues Invoice - Exempt Member

Step	Action	Expected Result
1	Navigate to Admin User (Founding Member).	Member displayed.
2	Look for "Generate Dues Invoice" option.	Option not visible or disabled.
3	Verify message.	"Member is exempt from dues" or similar.
4	Attempt via direct API.	Status `400 Bad Request` - "Member is exempt".

TC-DUES-034: Cannot Create Duplicate Dues Invoice

Step	Action	Expected Result
1	Navigate to member with existing 2024 dues invoice.	Member displayed.
2	Attempt to generate dues invoice for 2024.	Warning displayed.
3	Verify message.	"Dues invoice for 2024 already exists".
4	Verify existing invoice shown.	Link to existing invoice RCME-DUES-XXXX.

TC-DUES-035: Bulk Generate Dues Invoices

Step	Action	Expected Result
1	Navigate to Dues Summary page.	Dashboard displayed.
2	Click "Generate Bulk Invoices" or similar.	Bulk generation form displayed.
3	Select year: 2024.	Year selected.
4	Select membership types: All non-exempt.	Types selected.
5	Preview bulk generation.	Shows: X invoices to be created, total amount.
6	Confirm bulk generation.	API `POST /api/billing/admin/dues/generate-bulk` called.
7	Verify progress.	Progress indicator shown (for large batches).
8	Verify completion.	"X invoices created successfully" message.
9	Verify invoices.	All applicable members have dues invoices.

TC-DUES-036: Bulk Generate - Skip Existing

Step	Action	Expected Result
1	Some members already have 2024 dues invoices.	-
2	Run bulk generation for 2024.	Processing starts.
3	Verify existing invoices skipped.	Only new invoices created for members without.
4	Verify summary.	"X created, Y skipped (already exists)".

TC-DUES-037: Bulk Generate - Skip Exempt

Step	Action	Expected Result
1	Run bulk generation.	Processing starts.
2	Verify exempt members skipped.	Founding Members not invoiced.
3	Verify summary.	"Z skipped (exempt)".

TC-DUES-038: Bulk Generate - Filter by Membership Type

Step	Action	Expected Result
1	Open bulk generation.	Form displayed.
2	Select only "Regular Member" type.	Type selected.
3	Generate invoices.	Only Regular Members invoiced.
4	Verify.	Associate, Student, Corporate members not invoiced.

TC-DUES-039: Auto-Generate Dues on Approval

Step	Action	Expected Result
1	Configure setting: Auto-generate dues on member approval.	Setting enabled.
2	Approve a pending member application.	Member approved.
3	Verify dues invoice auto-created.	Invoice created automatically.
4	Verify pro-rata if applicable.	Amount calculated based on approval date.

TC-DUES-040: Send Dues Invoice via Email

Step	Action	Expected Result
1	Create dues invoice for member.	Invoice created.
2	Click "Send Invoice" from dues summary.	Email sent.
3	Verify member receives email.	Email with dues invoice details received.
4	Verify email content.	Amount, due date, payment instructions.

TC-DUES-041: Bulk Send Dues Invoices

Step	Action	Expected Result
1	Select multiple members with pending dues.	Members selected.
2	Click "Send Invoices".	Bulk send initiated.
3	Verify.	All selected members receive invoice emails.

TC-DUES-042: Dues Invoice Line Item Description

Step	Action	Expected Result
1	Create dues invoice for 2024.	Invoice created.
2	View invoice line items.	Line item displayed.
3	Verify description.	"Annual Membership Dues 2024" or similar.
4	Verify amount.	Correct dues amount.

TC-DUES-043: Create Dues Invoice - Pending Member

Step	Action	Expected Result
1	Navigate to Miguel Fernandez (PENDING_APPROVAL status).	Member displayed.
2	Attempt to generate dues invoice.	May be blocked or allowed.
3	Verify business rule.	"Cannot invoice pending member" or allowed with warning.

TC-DUES-044: Dues Invoice with Custom Notes

Step	Action	Expected Result
1	Generate dues invoice.	Invoice form displayed.
2	Add notes: "Early bird discount if paid before Jan 15".	Notes entered.
3	Create invoice.	Invoice created with notes.
4	Verify notes on invoice.	Notes appear on member view.

TC-DUES-045: Void Dues Invoice and Recreate

Step	Action	Expected Result
1	Void an existing dues invoice.	Invoice voided.
2	Attempt to create new dues invoice for same period.	Should be allowed (since previous voided).
3	Create new invoice.	New invoice created.
4	Verify.	Member has new active dues invoice.

API Test Cases

TC-DUES-API-008: POST /api/billing/admin/members/:memberId/dues

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

{
  "year": 2024,
  "notes": "Annual membership dues",
  "sendEmail": true
}

Expected Response: 201 Created

{ "invoice": { "id": "RCME-DUES-XXXX", "invoiceNumber": "RCME-DUES-XXXX", "memberId": "MEM-2024-0004", "type": "DUES", "year": 2024, "amount": 15000, "status": "PENDING", "dueDate": "2024-01-31", "lines": [ { "description": "Annual Membership Dues 2024", "amount": 15000 } ] }, "emailSent": true

}

TC-DUES-API-009: POST /api/billing/admin/members/:memberId/dues - Exempt

Request: POST /api/billing/admin/members/MEM-2024-0001/dues

Expected Response: 400 Bad Request

{
  "error": "MEMBER_EXEMPT",
  "message": "Member is exempt from dues (Founding Member)"
}

TC-DUES-API-010: POST /api/billing/admin/members/:memberId/dues - Duplicate

Request: POST /api/billing/admin/members/MEM-2024-0006/dues (already has 2024 invoice)

Expected Response: 400 Bad Request

{ "error": "DUPLICATE_INVOICE", "message": "Dues invoice for 2024 already exists", "existingInvoiceId": "RCME-DUES-0002"

}

TC-DUES-API-011: POST /api/billing/admin/dues/generate-bulk

Request:

{
  "year": 2024,
  "membershipTypes": ["TYPE_002", "TYPE_003", "TYPE_004", "TYPE_005"],
  "sendEmails": false
}

Expected Response: 200 OK

{
  "summary": {
    "created": 45,
    "skipped": {
      "existing": 10,
      "exempt": 5,
      "pending": 3
    },
    "total": 63
  },
  "invoices": [
    { "invoiceId": "RCME-DUES-XXXX", "memberId": "...", "amount": 15000 }
  ]
}

TC-DUES-API-012: POST /api/billing/admin/dues/generate-bulk - Preview

Request:

{
  "year": 2024,
  "membershipTypes": ["TYPE_002"],
  "preview": true
}

Expected Response: 200 OK

{
  "preview": true,
  "willCreate": 45,
  "willSkip": {
    "existing": 10,
    "exempt": 0
  },
  "totalAmount": 675000,
  "members": [
    { "id": "MEM-...", "name": "...", "amount": 15000 }
  ]
}