Test Cases: Membership Reports

Module: Reporting & Analytics - Membership Reports

Priority: P3

Phase: 5

Backend Endpoint: GET /api/reporting/reports/members

Frontend Pages: AdminMemberReportsPage, ExecutiveDashboardPage

Prerequisites

• Sufficient member data exists for meaningful reports.
• Test data from 00_MASTER_TEST_DATA.md is seeded.
• User has appropriate role permissions (ADMIN, OFFICER, MEMBERSHIP_MANAGER, EVENT_MANAGER, or FINANCE_MANAGER).

Test Data Reference

• Members: 150+ active members across different statuses
• Membership Types: Regular, Associate, Student, Founding, Corporate
• Member Statuses: ACTIVE, PENDING_APPROVAL, SUSPENDED, DEACTIVATED
• Date ranges: Multiple join dates spanning 12+ months

Test Cases

TC-RPT-002-001: Generate Members Report - Default View

TC-RPT-002-002: Filter Members by Status - Active

TC-RPT-002-003: Filter Members by Status - Pending Approval

TC-RPT-002-004: Filter Members by Status - Suspended

TC-RPT-002-005: Filter Members by Status - Deactivated

TC-RPT-002-006: Filter Members by Membership Type - Regular

TC-RPT-002-007: Filter Members by Membership Type - Associate

TC-RPT-002-008: Filter Members by Membership Type - Student

TC-RPT-002-009: Filter Members by Membership Type - Corporate

TC-RPT-002-010: Filter Members by Date Range - This Month

TC-RPT-002-011: Filter Members by Date Range - Last Quarter

TC-RPT-002-012: Filter Members by Date Range - Custom Range

TC-RPT-002-013: Filter Members by Date Range - Year to Date

TC-RPT-002-014: Combined Filters - Status and Type

TC-RPT-002-015: Combined Filters - Status, Type, and Date Range

TC-RPT-002-016: Clear All Filters

TC-RPT-002-017: Export Members Report to CSV - All Members

TC-RPT-002-018: Export Members Report to CSV - Filtered Results

TC-RPT-002-019: Export CSV - Filename Convention

TC-RPT-002-020: Export CSV - Large Data Set

TC-RPT-002-021: Role-Based Access - ADMIN Full Access

TC-RPT-002-022: Role-Based Access - OFFICER Access

TC-RPT-002-023: Role-Based Access - MEMBERSHIP_MANAGER Access

TC-RPT-002-024: Role-Based Access - EVENT_MANAGER Access

TC-RPT-002-025: Role-Based Access - FINANCE_MANAGER Access

TC-RPT-002-026: Role-Based Access - MEMBER Denied

TC-RPT-002-027: Report with No Data

TC-RPT-002-028: Pagination - Large Result Set

TC-RPT-002-029: Sort by Column - Name

TC-RPT-002-030: Sort by Column - Join Date

API Test Cases

TC-RPT-002-API-001: GET /api/reporting/reports/members - No Filters

Request: GET /api/reporting/reports/members

Auth: ADMIN token

Expected Response: 200 OK

{
  "totalMembers": 175,
  "byStatus": {
    "ACTIVE": 150,
    "PENDING_APPROVAL": 10,
    "SUSPENDED": 5,
    "DEACTIVATED": 10
  },
  "byType": {
    "Regular Member": 100,
    "Associate Member": 30,
    "Student Member": 25,
    "Founding Member": 15,
    "Corporate Member": 5
  },
  "newThisMonth": 8,
  "newThisYear": 45
}

TC-RPT-002-API-002: GET /api/reporting/reports/members - Filter by Status

Request: GET /api/reporting/reports/members?status=ACTIVE

Auth: ADMIN token

Expected Response: 200 OK

{
  "totalMembers": 150,
  "byStatus": {
    "ACTIVE": 150
  },
  "byType": {
    "Regular Member": 95,
    "Associate Member": 25,
    "Student Member": 15,
    "Founding Member": 10,
    "Corporate Member": 5
  },
  "members": [...]
}

TC-RPT-002-API-003: GET /api/reporting/reports/members - Filter by Type

Request: GET /api/reporting/reports/members?type=Student%20Member

Auth: OFFICER token

Expected Response: 200 OK

{
  "totalMembers": 25,
  "byStatus": {
    "ACTIVE": 20,
    "PENDING_APPROVAL": 5
  },
  "byType": {
    "Student Member": 25
  },
  "members": [...]
}

TC-RPT-002-API-004: GET /api/reporting/reports/members - Filter by Date Range

Request: GET /api/reporting/reports/members?startDate=2024-01-01&endDate=2024-12-31

Auth: MEMBERSHIP_MANAGER token

Expected Response: 200 OK

{
  "totalMembers": 45,
  "dateRange": {
    "start": "2024-01-01",
    "end": "2024-12-31"
  },
  "byStatus": {...},
  "byType": {...},
  "newThisMonth": 8,
  "newThisYear": 45,
  "members": [...]
}

TC-RPT-002-API-005: GET /api/reporting/reports/members - Combined Filters

Request: GET /api/reporting/reports/members?status=ACTIVE&type=Regular%20Member&startDate=2024-01-01&endDate=2024-06-30

Auth: ADMIN token

Expected Response: 200 OK

{
  "totalMembers": 20,
  "filters": {
    "status": "ACTIVE",
    "type": "Regular Member",
    "startDate": "2024-01-01",
    "endDate": "2024-06-30"
  },
  "members": [...]
}

TC-RPT-002-API-006: GET /api/reporting/reports/members - Export CSV

Request: GET /api/reporting/reports/members?format=csv

Auth: ADMIN token

Expected Response: 200 OK

Headers: Content-Type: text/csv, Content-Disposition: attachment; filename=members_report_2024-XX-XX.csv

Name,Email,Status,Membership Type,Join Date,Phone
"Maria Cruz","testmember@rcme.membervu.com","ACTIVE","Regular Member","2023-05-15","+63 917 123 4567"
...

TC-RPT-002-API-007: GET /api/reporting/reports/members - Unauthorized (MEMBER role)

Request: GET /api/reporting/reports/members

Auth: MEMBER token

Expected Response: 403 Forbidden

{
  "error": "Forbidden",
  "message": "Insufficient permissions to access this resource"
}

TC-RPT-002-API-008: GET /api/reporting/reports/members - No Auth

Request: GET /api/reporting/reports/members

Auth: None

Expected Response: 401 Unauthorized

{
  "error": "Unauthorized",
  "message": "Authentication required"
}

TC-RPT-002-API-009: GET /api/reporting/reports/members - Invalid Status Filter

Request: GET /api/reporting/reports/members?status=INVALID_STATUS

Auth: ADMIN token

Expected Response: 400 Bad Request

{
  "error": "Bad Request",
  "message": "Invalid status value. Valid values: ACTIVE, PENDING_APPROVAL, SUSPENDED, DEACTIVATED"
}

TC-RPT-002-API-010: GET /api/reporting/reports/members - Invalid Date Range

Request: GET /api/reporting/reports/members?startDate=2024-12-31&endDate=2024-01-01

Auth: ADMIN token

Expected Response: 400 Bad Request

{
  "error": "Bad Request",
  "message": "Start date must be before end date"
}

Summary Statistics

Traceability