Invoicing Tests

Dashboard (/business/apps/invoicing)

Test ID	Description	Preconditions	Steps	Expected Result	Priority
INV-001	Dashboard loads stats and recent invoices	User has at least one invoice	1. Navigate to /business/apps/invoicing.	Dashboard displays stats (total revenue, outstanding, paid, overdue counts). Recent invoices list shows up to 5 items.	P0
INV-002	Dashboard shows empty state	User has no invoices	1. Navigate to /business/apps/invoicing.	Stats show zero values. Empty state message or CTA to create first invoice is displayed.	P1
INV-003	Unauthenticated user sees null state	User is not signed in	1. Navigate to /business/apps/invoicing without auth.	Page returns stats: null and recentInvoices: []. No error thrown.	P1

Invoices List (/business/apps/invoicing/invoices)

Test ID	Description	Preconditions	Steps	Expected Result	Priority
INV-010	List all invoices	User has multiple invoices	1. Navigate to /business/apps/invoicing/invoices.	All invoices are displayed with status, customer name, amount, and date.	P0
INV-011	Filter by status	User has invoices in different statuses	1. Navigate to invoices list. 2. Select “Paid” from status filter.	Only paid invoices are shown. URL updates with ?status=paid.	P1
INV-012	Filter by customer	User has invoices for multiple customers	1. Navigate to invoices list. 2. Select a customer from dropdown.	Only invoices for that customer are shown. URL updates with ?customer={id}.	P1
INV-013	Filter by date range	User has invoices across date ranges	1. Set from and to date parameters.	Only invoices within the date range are shown.	P1
INV-014	Search invoices	User has invoices	1. Enter a search term in the search field.	Invoices matching the search term (number, customer name) are shown.	P1
INV-015	Combined filters	User has diverse invoice data	1. Apply status filter, customer filter, and date range simultaneously.	Results reflect all active filters. Clearing one filter updates results accordingly.	P2

Create Invoice (/business/apps/invoicing/invoices/new)

Test ID	Description	Preconditions	Steps	Expected Result	Priority
INV-020	Create invoice with valid data	At least one customer and catalog item exist	1. Navigate to /business/apps/invoicing/invoices/new. 2. Select customer. 3. Add line items from catalog. 4. Set date and due date. 5. Submit the create action.	Invoice is created. User is redirected to /business/apps/invoicing/invoices/{id}.	P0
INV-021	Create invoice with new inline customer	No customers exist	1. Navigate to create invoice page. 2. Click “Add Customer” inline. 3. Fill name, email. 4. Submit create-customer action.	Customer is created. Customer ID is returned in the form message. Customer appears in the dropdown.	P0
INV-022	Create invoice with new inline catalog item	No catalog items exist	1. Navigate to create invoice page. 2. Click “Add Item” inline. 3. Fill name, price. 4. Submit create-catalog-item action.	Catalog item is created. Item ID is returned. Item appears in the line items list.	P1
INV-023	Missing invoice_data rejected	None	1. Submit the create action without the invoice_data form field.	Returns 400 with message “Missing invoice data”.	P1
INV-024	Invalid JSON in invoice_data rejected	None	1. Submit the create action with malformed JSON in invoice_data.	Returns 400 with a parse error message.	P1
INV-025	Schema validation failure	None	1. Submit create with JSON that fails createInvoiceSchema validation (e.g., missing required fields).	Returns 400 with the schema validation error message.	P1
INV-026	Tax rates loaded on create page	User has tax rates configured	1. Navigate to create invoice page.	Tax rates are available in the form for selection.	P1
INV-027	Unauthenticated create rejected	User is not signed in	1. Submit create action without auth.	Returns 401 “Not authenticated”.	P0

Invoice Detail (/business/apps/invoicing/invoices/[id])

Test ID	Description	Preconditions	Steps	Expected Result	Priority
INV-030	View invoice detail	Invoice exists for user	1. Navigate to /business/apps/invoicing/invoices/{id}.	Invoice details are displayed: customer, line items, subtotal, tax, total, status, dates. Payment form is available.	P0
INV-031	Send invoice	Invoice exists in draft status	1. Navigate to invoice detail. 2. Click “Send” (submit send action).	Invoice is sent. sent: true returned. Invoice status updates to “sent”.	P0
INV-032	Delete invoice	Invoice exists	1. Navigate to invoice detail. 2. Click “Delete” (submit delete action). 3. Confirm deletion.	Invoice is deleted. User is redirected to /business/apps/invoicing/invoices.	P0
INV-033	Duplicate invoice	Invoice exists	1. Navigate to invoice detail. 2. Click “Duplicate” (submit duplicate action).	A new invoice is created as a copy. User is redirected to the new invoice detail page.	P1
INV-034	Record payment	Invoice has an outstanding balance	1. Navigate to invoice detail. 2. Fill payment amount and method in the payment form. 3. Submit record-payment action.	Payment is recorded. Success message “Payment recorded!” displayed. Invoice balance updates.	P0
INV-035	Record payment with invalid data	Invoice exists	1. Submit record-payment with invalid form data (e.g., negative amount).	Returns 400 with form validation errors. No payment recorded.	P1
INV-036	Access another user’s invoice	Invoice belongs to a different user	1. Navigate to /business/apps/invoicing/invoices/{other-user-id}.	Returns 403 Forbidden. Invoice data is not exposed.	P0
INV-037	Non-existent invoice returns 404	None	1. Navigate to /business/apps/invoicing/invoices/{nonexistent-id}.	Returns 404 “Invoice not found”.	P1

Edit Invoice (/business/apps/invoicing/invoices/[id]/edit)

Test ID	Description	Preconditions	Steps	Expected Result	Priority
INV-040	Load edit form with existing data	Invoice exists for user	1. Navigate to /business/apps/invoicing/invoices/{id}/edit.	Form is pre-populated with invoice data. Customers, catalog items, and tax rates are loaded.	P0
INV-041	Update invoice	Invoice exists	1. Modify customer, date, due date, note, or shipping. 2. Submit update action.	Invoice is updated. User is redirected to invoice detail page.	P0
INV-042	Create customer inline during edit	None	1. On edit page, submit create-customer action with valid data.	Customer is created. Customer ID is returned for selection.	P1
INV-043	Update with missing data rejected	None	1. Submit update action without invoice_data field.	Returns 400 “Missing data”.	P1
INV-044	Access control on edit page	Invoice belongs to another user	1. Navigate to edit page for another user’s invoice.	Returns 403.	P0

Customers (/business/apps/invoicing/customers)

Test ID	Description	Preconditions	Steps	Expected Result	Priority
INV-050	List customers	User has customers	1. Navigate to /business/apps/invoicing/customers.	All customers are displayed.	P0
INV-051	Search customers	User has multiple customers	1. Enter search term in search field.	Filtered customer list is displayed.	P1
INV-052	Create customer	None	1. Fill customer form (name, email, company, address fields). 2. Submit create action.	Customer is created. Success message “Customer created!” displayed. Customer appears in list.	P0
INV-053	Create customer with validation errors	None	1. Submit create with empty required fields.	Returns 400 with form validation errors.	P1

Customer Detail (/business/apps/invoicing/customers/[id])

Test ID	Description	Preconditions	Steps	Expected Result	Priority
INV-060	View customer detail	Customer exists	1. Navigate to /business/apps/invoicing/customers/{id}.	Customer details displayed. Associated invoices listed. Edit form pre-populated.	P0
INV-061	Update customer	Customer exists	1. Modify customer fields. 2. Submit update action.	Customer updated. Success message “Customer updated!” displayed.	P1
INV-062	Delete customer	Customer exists with no linked invoices	1. Submit delete action.	Customer is deleted. deleted: true returned.	P1
INV-063	Delete customer with linked invoices	Customer has associated invoices	1. Submit delete action.	Returns 400 with “Cannot delete” message. Customer is not deleted.	P1
INV-064	Non-existent customer returns 404	None	1. Navigate to /business/apps/invoicing/customers/{nonexistent-id}.	Returns 404 “Customer not found”.	P1

Catalog (/business/apps/invoicing/catalog)

Test ID	Description	Preconditions	Steps	Expected Result	Priority
INV-070	List catalog items	User has catalog items	1. Navigate to /business/apps/invoicing/catalog.	All catalog items displayed with name and price.	P0
INV-071	Create catalog item	None	1. Fill item form (name, description, price). 2. Submit create action.	Item created. Success message “Item added!” displayed.	P0
INV-072	Create catalog item with invalid data	None	1. Submit create with empty name or invalid price.	Returns 400 with validation errors.	P1
INV-073	Delete catalog item	Item exists	1. Submit delete action with item id.	Item deleted. deleted: true returned.	P1
INV-074	Delete catalog item in use	Item referenced by an invoice line item	1. Submit delete action.	Returns 400 “Cannot delete” or item is deleted depending on cascade rules. Verify behavior matches spec.	P2

Payments (/business/apps/invoicing/payments)

Test ID	Description	Preconditions	Steps	Expected Result	Priority
INV-080	List payments	User has recorded payments	1. Navigate to /business/apps/invoicing/payments.	All payments displayed with amount, date, invoice reference, and method.	P0
INV-081	Empty payments list	User has no payments	1. Navigate to payments page.	Empty state displayed. No errors.	P1

Quotations (/business/apps/invoicing/quotations)

Test ID	Description	Preconditions	Steps	Expected Result	Priority
INV-090	List quotations	User has quotations	1. Navigate to /business/apps/invoicing/quotations.	All quotations displayed.	P0
INV-091	Empty quotations list	No quotations exist	1. Navigate to quotations page.	Empty state displayed.	P1

Create Quotation (/business/apps/invoicing/quotations/new)

Test ID	Description	Preconditions	Steps	Expected Result	Priority
INV-100	Create quotation with valid data	At least one customer exists	1. Navigate to /business/apps/invoicing/quotations/new. 2. Select customer. 3. Add line items. 4. Submit create action.	Quotation created. User is redirected to /business/apps/invoicing/quotations.	P0
INV-101	Create quotation with inline customer	None	1. Submit create-customer action on quotation creation page.	Customer created. ID returned for selection.	P1
INV-102	Create quotation with inline catalog item	None	1. Submit create-catalog-item action on quotation creation page.	Item created. ID returned for use.	P1
INV-103	Missing quotation data rejected	None	1. Submit create without quotation_data field.	Returns 400 “Missing data”.	P1
INV-104	Invalid quotation data rejected	None	1. Submit create with malformed JSON.	Returns 500 with error message.	P1

Settings (/business/apps/invoicing/settings)

Test ID	Description	Preconditions	Steps	Expected Result	Priority
INV-110	Load settings	User has settings configured	1. Navigate to /business/apps/invoicing/settings.	Settings form pre-populated with current values. Tax rates listed.	P0
INV-111	Update settings	None	1. Modify settings (company info, default note, numbering). 2. Submit update-settings action.	Settings saved. Success message “Settings saved!” displayed.	P0
INV-112	Update settings with invalid data	None	1. Submit update-settings with invalid form data.	Returns 400 with validation errors.	P1
INV-113	Create tax rate	None	1. Fill tax rate form (name, percentage). 2. Submit create-tax action.	Tax rate created. Success message “Tax rate added!” displayed.	P1
INV-114	Create tax rate with invalid data	None	1. Submit create-tax with empty name or invalid percentage.	Returns 400 with validation errors.	P1
INV-115	Delete tax rate	Tax rate exists	1. Submit delete-tax action with tax rate id.	Tax rate deleted. taxDeleted: true returned.	P1
INV-116	First-time settings load	No settings exist yet	1. Navigate to settings as new user.	Page loads gracefully with empty/default form. No errors.	P2

Note

All invoice and quotation creation flows submit data as a serialized JSON string via the invoice_data or quotation_data form field. Ensure test tooling handles this pattern (not standard form field serialization).