Test Plan: Reports

Module: Clinic App — Patient Reports & Revenue Analytics
Code Audit Date: 2026-06-19
URLs: Patient Reports /cms/reports/patients | Revenue /cms/reports/revenue-v2
Status: 🔄 In Progress

SECTION 1: Patient Reports (✅ Complete — 18 tested)

#	Test Case	Result	Bug
REP-01	Load page	✅
REP-02	Loading state	✅
REP-03	Error state	✅
REP-04	Stats cards	✅
REP-10	Search by name	✅
REP-10b	Search full name with space	❌	#31
REP-11	Gender filter	✅
REP-12	Birth date range	✅
REP-13	Age range filter	✅
REP-14	Category filter	❌	No data
REP-15	Diagnoses filter	❌	No data
REP-16	Medicines filter	❌	No data
REP-17	Appointment type filter	✅
REP-18	Clear all filters	✅
REP-20	Pagination	✅
REP-21	Upload patient file	✅
REP-22	Export report	❌	#37
REP-24	Click row → detail	❌	#56

SECTION 2: Revenue — Summary Tab (✅ Complete)

#	Test Case	Result	Bug
REV-01	Earnings cards (total_revenue, received, pending)	❌	#57
REV-02	Visit type donut chart	❌	#59
REV-03	Payment method donut chart	❌	#57
REV-04	Service type donut chart	⚠️	Case-sensitive (known)
REV-05	Revenue trend line chart	✅
REV-06	Loading state	✅
REV-07	Error state	✅
REV-08	Empty state	✅

SECTION 3: Revenue — Services Tab

Component: ServicesTabV2.tsx
API: useAllServices({ facility_id, start_time, end_time, ...filters })

3.1 Filters

#	Test Case	Priority	Expected	Status
SV-01	Search by service name	P0	Type service name → debounced 300ms → filtered	Bug #61 ⚠️
SV-02	Search by patient name	P0	Type patient name → 500 error (API bug)	Bug #62 ❌
SV-03	Clear search	P0	Click X → resets	✅ PASS
SV-04	Filter by billing status — All	P0	All (billed + unbilled)	✅ PASS
SV-05	Filter by billing status — Billed	P1	Only invoiced	✅ PASS
SV-06	Filter by billing status — Unbilled	P1	Only non-invoiced	✅ PASS
SV-07	Filter by payment status — All	P1	Default	✅ PASS
SV-08	Filter by payment status — Paid	P1	Only paid	✅ PASS
SV-09	Filter by payment status — Unpaid	P1	Only unpaid	✅ PASS
SV-10	Filter by practitioner	P0	Select doctor → filtered	✅ PASS
SV-11	Combined filters	P1	Practitioner + billing + search	✅ PASS

3.2 Table Display

#	Test Case	Priority	Expected	Status
SV-15	Columns visible	P0	Service name, patient, practitioner, date, qty, price, discount, total, status	⚠️ Patient = "NA" (Bug #62)
SV-16	Amount formatting	P1	Currency formatted (₹), correct total	✅ PASS
SV-17	Date formatting	P1	Service date formatted	✅ PASS
SV-18	Data matches billing panel	P0	Add service in billing → appears with same values	✅ PASS

3.3 Sort

Only date sort is available. Name + amount sort columns not implemented.

#	Test Case	Priority	Expected	Status
SV-20	Sort by date	P1	Click date → asc/desc	✅ PASS

3.4 Delete

#	Test Case	Priority	Expected	Status
SV-25	Delete — dialog opens	P0	Click trash → confirmation with reason	⚠️ Modal shows `{{patientName}}` template (Bug #62)
SV-26	Delete — confirm	P0	Enter reason → Confirm → removed, list refreshes	✅ PASS
SV-27	Delete — cancel	P1	Cancel → service stays	✅ PASS
SV-28	Delete — reason required	P1	Empty reason → error	✅ PASS

3.5 Pagination

#	Test Case	Priority	Expected	Status
SV-30	Next/prev page	P1	Navigate between pages	✅ PASS
SV-31	Page size change	P1	Change per_page → refetch	✅ PASS
SV-32	Page reset on filter change	P1	Change filter → page resets to 1	✅ PASS

SECTION 4: Revenue — Payments Tab

Component: PaymentsTabV2.tsx
API: useAllPayments({ facility_id, start_time, end_time, ...filters })

4.1 Filters

#	Test Case	Priority	Expected	Status
PV-01	Search by patient name	P0	Type name → debounced → filtered	Pending
PV-02	Clear search	P0	Click X → resets	Pending
PV-03	Filter by payment method — Cash	P0	Select "Cash" → only cash payments	Pending
PV-04	Filter by payment method — Card	P0	Select "Card" → only card payments	Pending
PV-05	Filter by payment method — UPI	P0	Select "UPI" → only UPI payments	Pending
PV-06	Filter by payment method — Gateway	P1	Select "Gateway" → shows gateway payments	Pending
PV-07	Filter by status	P1	Select status → filtered	Pending
PV-08	Filter by practitioner	P0	Select doctor → that doctor's payments	Pending

4.2 Table Display

#	Test Case	Priority	Expected	Status
PV-15	Columns visible	P0	Payment #, method (icon), amount, patient, practitioner, date, status	Pending
PV-16	Method icons	P1	Cash=Banknote, Card=CreditCard, UPI=Smartphone, Bank=Building	Pending
PV-17	Status badge	P1	Completed/Pending/Cancelled with correct variant colors	Pending
PV-18	Data matches billing panel	P0	Add payment in billing → appears here with same values	Pending

4.3 Edit

#	Test Case	Priority	Expected	Status
PV-20	Edit — modal opens	P0	Click pencil → edit modal with pre-filled amount, method, date, doctor	Pending
PV-21	Edit — change amount	P0	Change amount → Save → payment updated	Pending
PV-22	Edit — change method	P1	Change method → Save → reflected	Pending
PV-23	Edit — cancel	P0	Open → Cancel → no changes	Pending

4.4 Cancel

#	Test Case	Priority	Expected	Status
PV-25	Cancel — dialog opens	P0	Click XCircle → confirmation with reason	Pending
PV-26	Cancel — confirm	P0	Enter reason → status changes to cancelled	Pending
PV-27	Cancel — cancel dialog	P1	Open → Cancel → payment stays	Pending

4.5 Sort & Pagination

#	Test Case	Priority	Expected	Status
PV-30	Sort by date	P1	Click date → asc/desc	Pending
PV-31	Sort by amount	P1	Click amount → low-high/high-low	Pending
PV-32	Pagination	P1	Next/prev, page size	Pending

SECTION 5: Revenue — Bills Tab

Component: BillsTabV2.tsx
API: useAllInvoices({ facility_id, start_time, end_time, ...filters })

5.1 Filters

#	Test Case	Priority	Expected	Status
BV-01	Search by patient name	P0	Type name → filtered	Pending
BV-02	Clear search	P0	Resets	Pending
BV-03	Filter by status — Draft	P1	"Draft" → only draft invoices	Pending
BV-04	Filter by status — Paid	P1	"Paid" → only paid invoices	Pending
BV-05	Filter by status — Unpaid	P1	"Unpaid" → only unpaid	Pending
BV-06	Filter — Overdue only	P1	Toggle overdue → only overdue bills	Pending

5.2 Table Display

#	Test Case	Priority	Expected	Status
BV-10	Columns visible	P0	Invoice #, patient, date, total amount, paid, balance due, status, overdue badge	Pending
BV-11	Status badge colors	P1	Draft=muted, Paid=success, Unpaid/Overdue=destructive	Pending
BV-12	Balance due calculation	P1	Balance = total_amount - amount_paid	Pending
BV-13	Data matches billing panel	P0	Generate bill in billing → appears here	Pending

5.3 Actions

#	Test Case	Priority	Expected	Status
BV-15	Download PDF	P0	Click download → PDF opens/downloads	Pending
BV-16	Send via email	P1	Click mail → invoice emailed to patient	Pending
BV-17	Cancel bill	P1	Click XCircle → confirm → status cancelled	Pending
BV-18	Print bill	P2	Click printer → browser print dialog	Pending

5.4 Sort & Pagination

#	Test Case	Priority	Expected	Status
BV-20	Sort by invoice date	P1	Click date → asc/desc	Pending
BV-21	Sort by invoice number	P1	Click number → asc/desc	Pending
BV-22	Pagination	P1	Next/prev, page size	Pending

SECTION 6: Revenue — Activity Tab

Component: ActivityLogsTabV2.tsx
API: useBillingActivityLogs({ facility_id, start_time, end_time, ...filters })

6.1 Filters

#	Test Case	Priority	Expected	Status
AV-01	Search	P1	Type → filtered by description/entity	Pending
AV-02	Filter by entity type	P1	Select invoice/payment/service → filtered	Pending
AV-03	Filter by action	P1	Select created/updated/deleted/cancelled → filtered	Pending

6.2 Table Display

#	Test Case	Priority	Expected	Status
AV-10	Columns visible	P1	Timestamp, user, action, entity type, entity ID, description	Pending
AV-11	Billing action appears	P0	Add service/payment → log entry created	Pending
AV-12	Delete action appears	P1	Delete service/payment → log entry created	Pending
AV-13	Cancel action appears	P1	Cancel bill/payment → log entry created	Pending

6.3 Sort & Pagination

#	Test Case	Priority	Expected	Status
AV-15	Sort by timestamp	P1	Click → asc/desc	Pending
AV-16	Sort by action	P1	Click → A-Z	Pending
AV-17	Pagination	P2	Next/prev, page size	Pending

SECTION 7: Revenue — Date Range & Cross-Tab

#	Test Case	Priority	Expected	Status
DR-01	Default — last month	P0	Page opens with last month range	✅ PASS
DR-02	Change range — all tabs refetch	P0	Set new range → Services, Payments, Bills all update	Pending
DR-03	Preset — Last 7 days	P1	Select preset → data scoped	Pending
DR-04	Preset — Last 30 days	P1	Select preset → data scoped	Pending
DR-05	Preset — This month	P1	Select → current month data	Pending
DR-06	Custom range	P0	Pick custom from/to → data scoped	✅ PASS
DR-07	Future dates blocked	P1	Cannot select future end date	Pending
DR-08	Tab switch preserves range	P0	Set range → switch tabs → same range	Pending
DR-09	Export — revenue report	P0	Click Export → email → report sent	Bug #60 ❌

SECTION 8: Cross-Flow Integration

#	Test Case	Priority	Expected	Status
INT-01	Full flow: Book → Bill → all tabs	P0	Book → add service → add payment → generate bill → verify Services/Payments/Bills tabs all show data correctly	Pending
INT-02	Edit in billing → reflects in revenue	P1	Edit service amount in billing panel → Services tab updated on refetch	Pending
INT-03	Delete in billing → reflects in revenue	P1	Delete payment in billing → Payments tab reflects	Pending
INT-04	Revenue — facility scoped	P0	Billing in Clinic A → only in Clinic A revenue	Pending

🐛 Bugs Found

Bug	Test	Description	Severity
#31	REP-10b	Full name search with space → no results	🟡 High
#37	REP-22	Export report — EFS permission denied	🟡 High
#56	REP-24	Row click URL — `patientId` used twice	🟡 High
#57	REV-01	Summary API — payments/earnings all zeros	🟡 High
#59	REV-02	Visit type breakdown incorrect	🟠 Medium
#60	DR-09	Revenue export — bill report API fails	🟡 High

Test Summary

Section	Tests	Tested	Passed	Failed
1. Patient Reports	18	18	13	3
2. Summary Tab	8	8	4	3
3. Services Tab	23	0	0	0
4. Payments Tab	22	0	0	0
5. Bills Tab	15	0	0	0
6. Activity Tab	9	0	0	0
7. Date Range & Cross-Tab	9	1	1	1
8. Integration	4	0	0	0
Total	108	27	18	7

Test Execution Order

INT-01 — Full flow first (validates entire pipeline)
Section 3: Services Tab (SV-01 → SV-32)
Section 4: Payments Tab (PV-01 → PV-32)
Section 5: Bills Tab (BV-01 → BV-22)
Section 6: Activity Tab (AV-01 → AV-17)
Section 7: Date Range & Cross-Tab (DR-01 → DR-09)
Section 8: Integration (INT-01 → INT-04)

Status: 🔄 In Progress Last Updated: 2026-06-19

Test Plan: Reports

SECTION 1: Patient Reports (✅ Complete — 18 tested)Copy Anchor Link

SECTION 2: Revenue — Summary Tab (✅ Complete)Copy Anchor Link

SECTION 3: Revenue — Services TabCopy Anchor Link

3.1 FiltersCopy Anchor Link

3.2 Table DisplayCopy Anchor Link

3.3 SortCopy Anchor Link

3.4 DeleteCopy Anchor Link

3.5 PaginationCopy Anchor Link

SECTION 4: Revenue — Payments TabCopy Anchor Link

4.1 FiltersCopy Anchor Link

4.2 Table DisplayCopy Anchor Link

4.3 EditCopy Anchor Link

4.4 CancelCopy Anchor Link

4.5 Sort & PaginationCopy Anchor Link

SECTION 5: Revenue — Bills TabCopy Anchor Link

5.1 FiltersCopy Anchor Link

5.2 Table DisplayCopy Anchor Link

5.3 ActionsCopy Anchor Link

5.4 Sort & PaginationCopy Anchor Link

SECTION 6: Revenue — Activity TabCopy Anchor Link

6.1 FiltersCopy Anchor Link

6.2 Table DisplayCopy Anchor Link

6.3 Sort & PaginationCopy Anchor Link

SECTION 7: Revenue — Date Range & Cross-TabCopy Anchor Link

SECTION 8: Cross-Flow IntegrationCopy Anchor Link

🐛 Bugs FoundCopy Anchor Link

Test SummaryCopy Anchor Link

Test Execution OrderCopy Anchor Link

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