⚠️ PENDING UPDATE — Payments section is under active development

These payment test cases are KNOWN STALE (staleness audit 2026-06-10) and are being rewritten against current code. Do not execute as written. Known drift: TraxionPay removed; channel codes changed (no BDO/BPI/CASH); Credits admin UI & most of its API not built; approve/reject set SUCCEEDED/FAILED (not "APPROVED"/"REJECTED"); live Paynamics flows are untestable now (no prod credentials, events currently free).

URLs in this section were NOT migrated to the staging-subdomain form (stg-rcme.membervu.com) in the 2026-06-10 env pass — they will be corrected during the rewrite.

Reference: _bmad-output/test-artifacts/test-reviews/test-guide-html-staleness-audit-2026-06-10.md

Test Cases: Payment Approval Workflow

Module: Payments - Payment Approval

Backend Endpoints:

GET /api/billing/admin/payments
POST /api/billing/admin/payments/:paymentId/approve
POST /api/billing/admin/payments/:paymentId/reject
POST /api/billing/admin/payments/manual

Frontend Page: mmp/frontend/pwa-app/src/pages/admin/AdminPaymentsPage.tsx

Prerequisites

User logged in with ADMIN or FINANCE_MANAGER role.
Pending payments exist awaiting approval.
Test data from 00_MASTER_TEST_DATA.md is seeded.

Test Data

Payment	Invoice	Member	Amount	Status
PAY-2024-0002	INV-2024-0002	Antonio Dela Cruz	PHP 15,000	PENDING
PAY-2024-0003	INV-2024-0003	Antonio Dela Cruz	PHP 2,500	REJECTED

Test Cases

TC-PAY-025: View All Pending Payments

Step	Action	Expected Result
1	Login as Ana Reyes (FINANCE_MANAGER).	Dashboard displayed.
2	Navigate to Admin > Payments.	Payment list displayed.
3	Filter by status: PENDING.	Only pending payments shown.
4	Verify PAY-2024-0002 visible.	Antonio Dela Cruz's pending payment listed.
5	Verify columns.	Payment ID, Member, Invoice, Amount, Method, Date, Status, Proof.

TC-PAY-026: View Payment Details

Step	Action	Expected Result
1	Click on PAY-2024-0002 in payment list.	Payment detail modal/page opens.
2	Verify payment info.	Amount: PHP 15,000, Method: GCash, Reference: 9171234567-001.
3	Verify linked invoice.	Invoice INV-2024-0002 displayed with link.
4	Verify member info.	Antonio Dela Cruz's details shown.
5	Verify payment proof.	Proof image displayed (if uploaded).

TC-PAY-027: Approve Payment

Step	Action	Expected Result
1	Open pending payment PAY-2024-0002.	Payment details displayed.
2	Review payment proof.	Proof image visible and verifiable.
3	Click "Approve" button.	Confirmation dialog may appear.
4	Confirm approval.	API `POST /api/billing/admin/payments/:id/approve` called.
5	Verify success message.	"Payment approved" displayed.
6	Verify payment status.	Status changed to "APPROVED".
7	Verify invoice status.	Linked invoice status updated to "PAID".
8	Verify notification sent.	Member receives payment confirmation email.

TC-PAY-028: Approve Payment with Notes

Step	Action	Expected Result
1	Click "Approve" on pending payment.	Approval form opens.
2	Enter approval notes: "Verified with bank statement".	Notes entered.
3	Confirm approval.	Payment approved with notes recorded.
4	Verify audit trail.	Notes visible in payment history/audit.

TC-PAY-029: Reject Payment

Step	Action	Expected Result
1	Open pending payment.	Payment details displayed.
2	Click "Reject" button.	Rejection form opens.
3	Enter rejection reason: "Reference number not found in bank records".	Reason entered (required).
4	Confirm rejection.	API `POST /api/billing/admin/payments/:id/reject` called.
5	Verify success message.	"Payment rejected" displayed.
6	Verify payment status.	Status changed to "REJECTED".
7	Verify invoice unchanged.	Invoice remains PENDING (not paid).
8	Verify member notified.	Member receives rejection email with reason.

TC-PAY-030: Reject Payment Without Reason

Step	Action	Expected Result
1	Click "Reject" on pending payment.	Rejection form opens.
2	Leave reason field empty.	-
3	Attempt to confirm.	Validation error: "Rejection reason is required".

TC-PAY-031: Approve Already Approved Payment

Step	Action	Expected Result
1	Open payment PAY-2024-0001 (APPROVED).	Payment displayed.
2	Look for "Approve" button.	Button not visible or disabled.
3	Attempt via API.	Status `400 Bad Request` - "Payment already approved".

TC-PAY-032: Reject Already Rejected Payment

Step	Action	Expected Result
1	Open payment PAY-2024-0003 (REJECTED).	Payment displayed.
2	Look for "Reject" button.	Button not visible or disabled.

TC-PAY-033: Re-approve Rejected Payment

Step	Action	Expected Result
1	Open rejected payment.	-
2	Check if "Approve" is available.	May be available for re-review.
3	If available, approve.	Payment status changed to APPROVED.
4	Verify audit trail.	Both rejection and approval recorded.

TC-PAY-034: Manual Payment Entry by Admin

Step	Action	Expected Result
1	Login as FINANCE_MANAGER.	-
2	Navigate to Admin > Payments.	Payment list displayed.
3	Click "Record Manual Payment".	Manual payment form opens.
4	Select invoice: INV-2024-0002.	Invoice selected.
5	Select member: Antonio Dela Cruz.	Member auto-selected from invoice.
6	Enter amount: PHP 15,000.	Amount entered.
7	Select method: Cash.	Cash selected.
8	Enter reference: CASH-20240127-001.	Reference entered.
9	Enter notes: "Cash received at office".	Notes entered.
10	Submit.	API `POST /api/billing/admin/payments/manual` called.
11	Verify payment created.	Payment created with status "APPROVED" (admin-entered).
12	Verify invoice updated.	Invoice marked as PAID.

TC-PAY-035: Filter Payments by Status

Step	Action	Expected Result
1	Navigate to Admin > Payments.	Full list displayed.
2	Filter: PENDING.	Only pending payments shown.
3	Filter: APPROVED.	Only approved payments shown.
4	Filter: REJECTED.	Only rejected payments shown.
5	Filter: All.	All payments shown.

TC-PAY-036: Filter Payments by Date Range

Step	Action	Expected Result
1	Set date range: This week.	Payments from this week displayed.
2	Set date range: This month.	Payments from this month displayed.
3	Set custom date range.	Payments within range displayed.

TC-PAY-037: Filter Payments by Member

Step	Action	Expected Result
1	Search/filter by member: Antonio Dela Cruz.	Only Roberto's payments shown.
2	Verify all his payments listed.	PAY-2024-0002, PAY-2024-0003 visible.

TC-PAY-038: Bulk Approve Payments

Step	Action	Expected Result
1	Select multiple pending payments (checkboxes).	Multiple rows selected.
2	Click "Bulk Approve".	Confirmation dialog.
3	Confirm.	All selected payments approved.
4	Verify status changes.	All selected now "APPROVED".
5	Verify invoices updated.	All linked invoices updated.

TC-PAY-039: Permission Check - Member Cannot Approve

Step	Action	Expected Result
1	Login as Maria Cruz (MEMBER).	Member dashboard.
2	Attempt to access Admin > Payments.	Access denied.
3	Attempt direct API call to approve.	Status `403 Forbidden`.

TC-PAY-040: View Payment Proof

Step	Action	Expected Result
1	Open payment with proof attached.	Payment details displayed.
2	Click on proof thumbnail.	Full-size image opens in modal/new tab.
3	Verify image quality.	Clear enough to verify payment details.
4	Download proof if option available.	File downloads.

API Test Cases

TC-PAY-API-009: GET /api/billing/admin/payments

Request: GET /api/billing/admin/payments?status=PENDING

Expected Response: 200 OK

{ "payments": [ { "id": "PAY-2024-0002", "invoiceId": "INV-2024-0002", "invoiceNumber": "INV-2024-0002", "member": { "id": "...", "name": "Antonio Dela Cruz" }, "amount": 15000, "method": "GCASH", "referenceNumber": "9171234567-001", "status": "PENDING", "proofUrl": "https://...", "createdAt": "timestamp" } ], "pagination": { "page": 1, "total": 5 }

}

TC-PAY-API-010: POST /api/billing/admin/payments/:id/approve

Request: POST /api/billing/admin/payments/PAY-2024-0002/approve

{
  "notes": "Verified with GCash transaction history"
}

Expected Response: 200 OK

{
  "payment": {
    "id": "PAY-2024-0002",
    "status": "APPROVED",
    "approvedAt": "timestamp",
    "approvedBy": "treasurer@demo.membervu.com"
  },
  "invoice": {
    "id": "INV-2024-0002",
    "status": "PAID"
  }
}

TC-PAY-API-011: POST /api/billing/admin/payments/:id/reject

Request: POST /api/billing/admin/payments/PAY-2024-0002/reject

{
  "reason": "Reference number not found in bank records"
}

Expected Response: 200 OK

{ "payment": { "id": "PAY-2024-0002", "status": "REJECTED", "rejectedAt": "timestamp", "rejectedBy": "treasurer@demo.membervu.com", "rejectionReason": "Reference number not found in bank records" }

}

TC-PAY-API-012: POST /api/billing/admin/payments/manual

Request:

{ "invoiceId": "INV-2024-0002", "amount": 15000, "paymentMethod": "CASH", "referenceNumber": "CASH-20240127-001", "paymentDate": "2024-01-27", "notes": "Cash received at office"

}

Expected Response: 201 Created

{
  "payment": {
    "id": "PAY-2024-XXXX",
    "status": "APPROVED",
    "isManualEntry": true
  }
}