Test Cases: Guest Account & Conversion

Module: Guest Portal - Account & Conversion

Priority: P1

Phase: 7 (Days 19-20)

Prerequisites

Guest user exists: guest@demo.membervu.com / Guest123!
Member application workflow enabled
Membership types configured
MailHog running

1. Guest Account Creation

TC-CONV-01: Automatic Account Creation on Event Registration

Step	Action	Expected Result
1	Open incognito browser (no session).	Anonymous user.
2	Navigate to public event, click Register.	Registration form displayed.
3	Enter new email: newguest123@example.com.	-
4	Complete registration form.	-
5	Submit registration.	Registration confirmed.
6	Check MailHog for account creation email.	"Welcome, set your password" email received.
7	Click password setup link.	Password creation page displayed.
8	Set password: "GuestPass123!".	Password accepted.
9	Login with new credentials.	Guest dashboard displayed.
10	Verify user type.	User is "Guest" not "Member".

TC-CONV-02: Password Setup Email Content

Step	Action	Expected Result
1	Complete TC-CONV-01 through step 6.	Email in MailHog.
2	Open the email.	Email content displayed.
3	Verify subject line.	"Set Your Password" or similar.
4	Verify sender.	Organization name or noreply@membervu.com.
5	Verify content includes:	-
- Personalized greeting	"Hi [Name]".
- Explanation	"Account created for event registration".
- Password setup link	Clickable link.
- Expiration notice	"Link expires in 24 hours".
6	Verify link URL is secure.	Uses HTTPS, proper domain.

TC-CONV-03: Password Setup Link Expiration

Step	Action	Expected Result
1	Complete registration, receive password email.	Link received.
2	Wait 24+ hours (or manually expire token in DB).	Token expired.
3	Click the password setup link.	"Link expired" message.
4	Look for "Resend" option.	"Request new link" button.
5	Click resend.	New email sent to MailHog.
6	Use new link to set password.	Password set successfully.

2. Guest Dashboard

TC-CONV-04: Guest Dashboard Layout

Step	Action	Expected Result
1	Login as guest@demo.membervu.com.	Dashboard displayed.
2	Verify navigation menu items:	-
- Dashboard	Visible.
- Events	Visible.
- My Invoices	Visible.
- Profile	Visible.
3	Verify hidden items:	-
- Member Directory	NOT visible.
- Admin	NOT visible.
4	Verify dashboard content:	-
- Upcoming events widget	Shows registered events.
- Outstanding invoices	Shows pending payments.
- "Become a Member" CTA	Prominent display.

TC-CONV-05: Guest My Events

Step	Action	Expected Result
1	Login as guest with event registrations.	Dashboard displayed.
2	Navigate to "My Events" or "Registrations".	List of registered events.
3	Verify events displayed:	-
- Event title and date	Visible.
- Registration status	Confirmed/Pending/Cancelled.
- Payment status	Paid/Pending (if paid event).
4	Click on an event.	Event detail with registration info.

TC-CONV-06: Guest My Invoices

Step	Action	Expected Result
1	Login as guest with invoices.	Dashboard displayed.
2	Navigate to "My Invoices".	Invoice list displayed.
3	Verify only guest's invoices shown.	No other users' invoices.
4	Click on invoice.	Invoice detail page.
5	Verify "Pay Now" option.	Can submit payment.

3. Guest to Member Conversion

TC-CONV-07: Initiate Membership Application from Guest Account

Step	Action	Expected Result
1	Login as guest@demo.membervu.com.	Guest dashboard.
2	Click "Become a Member" CTA.	Membership application page.
3	Verify pre-filled data from guest profile:	-
- Name	Pre-filled from guest profile.
- Email	Pre-filled (read-only).
- Phone	Pre-filled if provided.
4	Complete additional required fields:	-
- Select membership type	Dropdown/radio.
- Professional details	Industry, job title, etc.
- Address	If required.
5	Submit application.	"Application submitted" confirmation.

TC-CONV-08: Application Processing

Step	Action	Expected Result
1	Complete TC-CONV-07 (application submitted).	Status: PENDING_APPROVAL.
2	Verify guest account status.	Still "Guest" until approved.
3	Login as membershipchair@demo.membervu.com.	Admin dashboard.
4	Navigate to pending approvals.	Guest's application visible.
5	Review application details.	All submitted info visible.
6	Note: Guest history preserved.	Event registrations shown.

TC-CONV-09: Application Approval - Guest to Member

Step	Action	Expected Result
1	Admin opens guest's application.	Application displayed.
2	Click "Approve".	Confirmation dialog.
3	Select membership type (if not pre-selected).	Type selected.
4	Confirm approval.	Application approved.
5	Verify status change:	-
- User type: Guest -> Member	Member access granted.
- Status: PENDING_PAYMENT or ACTIVE	Depends on dues config.
6	Check MailHog (guest's email).	"Application Approved" email.
7	Verify dues invoice created.	Invoice for membership dues.

TC-CONV-10: Login After Conversion

Step	Action	Expected Result
1	Complete TC-CONV-09 (guest approved).	-
2	Login as the converted guest.	Dashboard displayed.
3	Verify full member access:	-
- Member Directory	NOW visible.
- Full event catalog	Members-only events visible.
- Profile	Member fields available.
4	Verify historical data preserved:	-
- Previous event registrations	Still linked.
- Previous invoices	Still accessible.

TC-CONV-11: Application Rejection

Step	Action	Expected Result
1	Guest submits application.	PENDING_APPROVAL.
2	Admin opens application.	Application displayed.
3	Click "Reject".	Rejection form displayed.
4	Enter reason: "Incomplete documentation".	Reason entered.
5	Confirm rejection.	Application rejected.
6	Verify guest account.	Still "Guest", NOT member.
7	Check MailHog.	Rejection email with reason.
8	Guest logs in.	Can reapply or remain guest.

4. Guest Event History Preservation

TC-CONV-12: Event Registrations After Conversion

Step	Action	Expected Result
1	Guest has 3 event registrations.	Visible in guest dashboard.
2	Guest converts to member (approved).	-
3	Login as new member.	Member dashboard.
4	Navigate to "My Events".	All 3 registrations visible.
5	Verify registration details intact.	Dates, statuses unchanged.

TC-CONV-13: Payment History After Conversion

Step	Action	Expected Result
1	Guest has paid for event (invoice PAID).	-
2	Guest converts to member.	-
3	View invoices as member.	Previous invoices visible.
4	View payment history.	Previous payments visible.
5	Verify amounts, dates correct.	No data lost.

5. Admin Guest Management

TC-CONV-14: View Guest List

Step	Action	Expected Result
1	Login as admin@rcme.membervu.com.	Admin dashboard.
2	Navigate to Members > Guests (or similar).	Guest list displayed.
3	Verify guest information:	-
- Name, email	Displayed.
- Event history	Number of events attended.
- Account creation date	When they first registered.

TC-CONV-15: View Guest Profile and History

Step	Action	Expected Result
1	From guest list, click on a guest.	Guest profile displayed.
2	Verify profile sections:	-
- Contact information	Name, email, phone.
- Event registrations	List with statuses.
- Invoices/Payments	Financial history.
- Notes	Admin notes field.
3	Add admin note.	Note saved.
4	Verify note persists.	Visible on next view.

TC-CONV-16: Manually Convert Guest to Member

Step	Action	Expected Result
1	Admin views guest profile.	Profile displayed.
2	Click "Convert to Member" (if available).	Conversion form.
3	Select membership type.	Type selected.
4	Set status: ACTIVE (skip application).	Status selected.
5	Confirm conversion.	Guest -> Member immediately.
6	Verify member record created.	Member ID assigned.
7	Check MailHog.	Welcome email sent.

6. Prospect Management

TC-CONV-17: Create Prospect Record

Step	Action	Expected Result
1	Login as membershipchair@demo.membervu.com.	Dashboard displayed.
2	Navigate to Members > Prospects.	Prospect list displayed.
3	Click "Add Prospect".	Prospect form displayed.
4	Enter prospect details:	-
- Name: Potential Member	-
- Email: prospect@company.com	-
- Phone: 09170001111	-
- Source: Website Inquiry	-
- Notes: "Interested in corporate membership"	-
5	Save prospect.	Prospect created.
6	Verify in prospect list.	New prospect visible.

TC-CONV-18: Prospect to Guest/Member Conversion

Step	Action	Expected Result
1	View prospect profile.	Prospect details.
2	Click "Send Invitation" or "Convert".	Action options.
3	Option A: Send event invitation.	Email invitation sent.
4	Option B: Create guest account.	Guest account created.
5	Option C: Create member application.	Application started.
6	Verify prospect status updated.	Converted/Invited status.

TC-CONV-19: Prospect Notes and Follow-up

Step	Action	Expected Result
1	Open prospect profile.	Profile displayed.
2	Add note: "Called on [date], will follow up".	Note saved with timestamp.
3	Set follow-up date (if supported).	Reminder set.
4	View notes history.	All notes visible in order.
5	Notes include: author, timestamp.	Audit trail preserved.

7. Edge Cases

TC-CONV-20: Guest Registers Multiple Times (Same Email)

Step	Action	Expected Result
1	Guest has account: guest@demo.membervu.com.	-
2	Register for another event (anonymous).	-
3	Enter same email.	-
4	Submit.	"Account exists - please login" or auto-link.
5	Verify single account.	No duplicate created.
6	All registrations linked to one account.	Both events visible.

TC-CONV-21: Member Tries Guest Registration

Step	Action	Expected Result
1	Existing member: testmember@rcme.membervu.com.	-
2	Register for event as anonymous.	-
3	Enter member email.	-
4	Submit.	"You have an account - please login".
5	Login as member.	Member pricing applied.

TC-CONV-22: Incomplete Application Handling

Step	Action	Expected Result
1	Start membership application.	Form displayed.
2	Fill partial data.	-
3	Navigate away without submitting.	-
4	Return later.	Draft preserved OR start fresh.
5	Complete application.	Full data submitted.

Summary Checklist

Category	Test Cases	Priority
Account Creation	TC-CONV-01 to TC-CONV-03	P0
Guest Dashboard	TC-CONV-04 to TC-CONV-06	P0
Conversion Flow	TC-CONV-07 to TC-CONV-11	P0
History Preservation	TC-CONV-12, TC-CONV-13	P1
Admin Guest Mgmt	TC-CONV-14 to TC-CONV-16	P1
Prospect Mgmt	TC-CONV-17 to TC-CONV-19	P2
Edge Cases	TC-CONV-20 to TC-CONV-22	P1