Feature: Finance Dashboard & Report Pages

cypress/e2e/ui/finance/finance.dashboard.spec.js

@@ -0,0 +1,179 @@
+/// <reference types="cypress" />
+
+/**
+ * Finance Dashboard Tests
+ *
+ * Tests for the new /finance/ module with Slim 4 MVC structure.
+ * The finance dashboard provides:
+ * - YTD payment and pledge metrics
+ * - Tax year reporting checklist
+ * - Quick actions for deposits and reports
+ * - Recent deposits list
+ * - Donation funds overview
+ */
+
+describe("Finance Dashboard", () => {
+    beforeEach(() => {
+        cy.setupAdminSession();
+    });
+
+    it("should load the finance dashboard", () => {
+        cy.visit("/finance/");
+        cy.contains("Finance Dashboard");
+        cy.contains("Fiscal Year");
+    });
+
+    it("should display YTD metrics cards", () => {
+        cy.visit("/finance/");
+
+        // Check for the 4 metric cards
+        cy.contains("YTD Payments");
+        cy.contains("YTD Pledges");
+        cy.contains("Donor Families");
+        cy.contains("Total Payments");
+    });
+
+    it("should display Quick Actions section", () => {
+        cy.visit("/finance/");
+
+        cy.contains("Quick Actions");
+        cy.contains("Create Deposit");
+        cy.contains("Add Payment");
+        cy.contains("Generate Reports");
+    });
+
+    it("should navigate to deposits page from Create Deposit button", () => {
+        cy.visit("/finance/");
+
+        // Find and click the Create Deposit button
+        cy.contains("a", "Create Deposit").click();
+        cy.url().should("contain", "FindDepositSlip.php");
+        cy.contains("Deposit Listing");
+    });
+
+    it("should navigate to reports page from Generate Reports button", () => {
+        cy.visit("/finance/");
+
+        // Find and click the Generate Reports button
+        cy.contains("a", "Generate Reports").click();
+        cy.url().should("contain", "/finance/reports");
+        cy.contains("Financial Reports");
+    });
+
+    it("should display Tax Year Reporting Checklist", () => {
+        cy.visit("/finance/");
+
+        cy.contains("Tax Year Reporting Checklist");
+        cy.contains("Close All Deposits");
+        cy.contains("Review Donation Funds");
+        cy.contains("Church Information");
+        cy.contains("Tax Report Verbiage");
+        cy.contains("Generate Tax Statements");
+    });
+
+    it("should display Recent Deposits section", () => {
+        cy.visit("/finance/");
+
+        cy.contains("Recent Deposits");
+        cy.contains("View All");
+
+        // Check table headers if deposits exist
+        cy.get("body").then(($body) => {
+            if ($body.find("table.table-hover").length > 0) {
+                cy.contains("th", "ID");
+                cy.contains("th", "Date");
+                cy.contains("th", "Type");
+                cy.contains("th", "Status");
+            }
+        });
+    });
+
+    it("should display Deposit Statistics sidebar", () => {
+        cy.visit("/finance/");
+
+        cy.contains("Deposit Statistics");
+        cy.contains("Total Deposits:");
+        cy.contains("Open Deposits:");
+        cy.contains("Closed Deposits:");
+    });
+
+    it("should display Donation Funds sidebar", () => {
+        cy.visit("/finance/");
+
+        cy.contains("Donation Funds");
+    });
+
+    it("should link to Donation Fund Editor from Manage Funds button", () => {
+        cy.visit("/finance/");
+
+        // Admin should see Manage Funds link
+        cy.contains("a", "Manage Funds").click();
+        cy.url().should("contain", "DonationFundEditor.php");
+    });
+
+    it("should navigate to settings from Church Information checklist item", () => {
+        cy.visit("/finance/");
+
+        // Find the Settings button in the Church Information row
+        cy.contains("Church Information")
+            .parents(".list-group-item")
+            .find("a")
+            .contains("Settings")
+            .click();
+
+        cy.url().should("contain", "SystemSettings.php");
+    });
+
+    it("should link deposits checklist to FindDepositSlip", () => {
+        cy.visit("/finance/");
+
+        // Find the View button in the Close All Deposits row
+        cy.contains("Close All Deposits")
+            .parents(".list-group-item")
+            .find("a")
+            .contains("View")
+            .click();
+
+        cy.url().should("contain", "FindDepositSlip.php");
+    });
+});
+
+describe("Finance Dashboard - Standard User Access", () => {
+    beforeEach(() => {
+        cy.setupStandardSession();
+    });
+
+    it("should allow standard users with finance permission to access the dashboard", () => {
+        // The standard test user (tony.wade) has finance permissions enabled in demo database
+        cy.visit("/finance/");
+
+        // Should be able to see the dashboard
+        cy.get("h1").should("contain", "Finance Dashboard");
+
+        // Metrics should be visible
+        cy.get(".finance-metric-card").should("have.length.at.least", 3);
+    });
+});
+
+describe("Finance Dashboard - No Finance Permission", () => {
+    beforeEach(() => {
+        cy.setupNoFinanceSession();
+    });
+
+    it("should deny access to users without finance permission", () => {
+        // User judith.matthews has no finance permission
+        cy.visit("/finance/", { failOnStatusCode: false });
+
+        // Should be redirected to access-denied page
+        cy.url().should("include", "/v2/access-denied");
+        cy.url().should("include", "role=Finance");
+    });
+
+    it("should deny access to finance reports for users without finance permission", () => {
+        cy.visit("/finance/reports", { failOnStatusCode: false });
+
+        // Should be redirected to access-denied page
+        cy.url().should("include", "/v2/access-denied");
+        cy.url().should("include", "role=Finance");
+    });
+});

cypress/e2e/ui/finance/finance.deposits.spec.js

@@ -11,6 +11,30 @@ describe("Finance Deposits", () => {
         cy.contains("Envelope Manager");
     });
 
+    it("Navigate to deposits from Finance Dashboard", () => {
+        cy.visit("/finance/");
+        cy.contains("Finance Dashboard");
+
+        // Click Create Deposit from Quick Actions
+        cy.contains("a", "Create Deposit").click();
+        cy.url().should("contain", "FindDepositSlip.php");
+        cy.contains("Deposit Listing");
+    });
+
+    it("Navigate to deposits from Finance Menu", () => {
+        cy.visit("/finance/");
+
+        // Use the View All link in Recent Deposits section
+        cy.contains("Recent Deposits")
+            .parents(".card")
+            .find("a")
+            .contains("View All")
+            .click();
+
+        cy.url().should("contain", "FindDepositSlip.php");
+        cy.contains("Deposit Listing");
+    });
+
     it("Create a new Deposit without comment", () => {
         cy.visit("/FindDepositSlip.php");
         cy.get("#depositComment").clear();

cypress/e2e/ui/finance/finance.reports-index.spec.js

@@ -0,0 +1,133 @@
+/// <reference types="cypress" />
+
+/**
+ * Finance Reports Index Page Tests
+ *
+ * Tests for the new /finance/reports page with organized report categories.
+ * This page provides links to the legacy FinancialReports.php report generator
+ * with better organization and descriptions.
+ */
+
+describe("Finance Reports Index", () => {
+    beforeEach(() => {
+        cy.setupAdminSession();
+    });
+
+    it("should load the reports index page", () => {
+        cy.visit("/finance/reports");
+        cy.contains("Financial Reports");
+        cy.contains("Generate reports for tax statements");
+    });
+
+    it("should display Tax & Giving Reports section", () => {
+        cy.visit("/finance/reports");
+
+        cy.contains("Tax & Giving Reports");
+        cy.contains("Giving Report (Tax Statements)");
+        cy.contains("Zero Givers");
+    });
+
+    it("should display Pledge Reports section", () => {
+        cy.visit("/finance/reports");
+
+        cy.contains("Pledge Reports");
+        cy.contains("Pledge Summary");
+        cy.contains("Pledge Family Summary");
+        cy.contains("Pledge Reminders");
+    });
+
+    it("should display Deposit Reports section", () => {
+        cy.visit("/finance/reports");
+
+        cy.contains("Deposit Reports");
+        cy.contains("Individual Deposit Report");
+        cy.contains("Advanced Deposit Report");
+    });
+
+    it("should display Membership Reports section", () => {
+        cy.visit("/finance/reports");
+
+        cy.contains("Membership Reports");
+        cy.contains("Voting Members");
+    });
+
+    it("should display Report Tips section", () => {
+        cy.visit("/finance/reports");
+
+        cy.contains("Report Tips");
+        cy.contains("Fiscal Year");
+        cy.contains("Export Options");
+        cy.contains("Filtering");
+    });
+
+    it("should navigate to Giving Report from link", () => {
+        cy.visit("/finance/reports");
+
+        cy.contains("Giving Report (Tax Statements)").click();
+        cy.url().should("contain", "FinancialReports.php");
+        cy.url().should("contain", "Giving");
+        cy.contains("Financial Reports");
+    });
+
+    it("should navigate to Zero Givers from link", () => {
+        cy.visit("/finance/reports");
+
+        cy.contains("Zero Givers").click();
+        cy.url().should("contain", "FinancialReports.php");
+        cy.url().should("contain", "Zero");
+    });
+
+    it("should navigate to Pledge Summary from link", () => {
+        cy.visit("/finance/reports");
+
+        cy.contains("h6", "Pledge Summary").click();
+        cy.url().should("contain", "FinancialReports.php");
+        cy.url().should("contain", "Pledge%20Summary");
+    });
+
+    it("should navigate to Advanced Deposit Report from link", () => {
+        cy.visit("/finance/reports");
+
+        cy.contains("Advanced Deposit Report").click();
+        cy.url().should("contain", "FinancialReports.php");
+        cy.url().should("contain", "Advanced");
+    });
+
+    it("should navigate to Voting Members from link", () => {
+        cy.visit("/finance/reports");
+
+        cy.contains("Voting Members").click();
+        cy.url().should("contain", "FinancialReports.php");
+        cy.url().should("contain", "Voting");
+    });
+});
+
+describe("Finance Reports Index - Standard User Access", () => {
+    beforeEach(() => {
+        cy.setupStandardSession();
+    });
+
+    it("should allow standard users with finance permission to access reports", () => {
+        // The standard test user (tony.wade) has finance permissions enabled in demo database
+        cy.visit("/finance/reports");
+
+        // Should be able to see the reports page
+        cy.contains("Tax & Giving Reports").should("be.visible");
+        cy.contains("Pledge Reports").should("be.visible");
+    });
+});
+
+describe("Finance Reports Index - No Finance Permission", () => {
+    beforeEach(() => {
+        cy.setupNoFinanceSession();
+    });
+
+    it("should deny access to users without finance permission", () => {
+        // User judith.matthews has no finance permission
+        cy.visit("/finance/reports", { failOnStatusCode: false });
+
+        // Should be redirected to access-denied page
+        cy.url().should("include", "/v2/access-denied");
+        cy.url().should("include", "role=Finance");
+    });
+});

cypress/e2e/ui/finance/finance.reports.spec.js

@@ -7,6 +7,23 @@ describe("Financial Reports", () => {
         cy.setupAdminSession();
     });
 
+    it("Navigate to Financial Reports from Dashboard", () => {
+        cy.visit("/finance/");
+        cy.contains("Finance Dashboard");
+
+        // Click Generate Reports from Quick Actions
+        cy.contains("a", "Generate Reports").click();
+        cy.url().should("contain", "/finance/reports");
+        cy.contains("Financial Reports");
+    });
+
+    it("Navigate to Giving Report from Reports Index", () => {
+        cy.visit("/finance/reports");
+        cy.contains("Giving Report (Tax Statements)").click();
+        cy.url().should("contain", "FinancialReports.php");
+        cy.contains("Financial Reports");
+    });
+
     it("Giving Report", () => {
         cy.visit("FinancialReports.php");
         cy.contains("Financial Reports");

cypress/support/commands.d.ts

@@ -63,6 +63,12 @@ declare namespace Cypress {
      */
     setupStandardSession(options?: { forceLogin?: boolean }): Chainable<void>;
 
+    /**
+     * Ensure a no-finance user session is active (optionally forcing a fresh login)
+     * Used to test that finance pages correctly deny access to non-finance users
+     */
+    setupNoFinanceSession(options?: { forceLogin?: boolean }): Chainable<void>;
+
     /**
      * Wait for page to be fully loaded
      */