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Fix issue #7864: Advanced Deposit Report Summary Data fund totals (#7866)
## What Changed <!-- Short summary - what and why (not how) --> **Problem:** Summary Data section of Advanced Deposit Report showed only one entry labeled 'Undesignated' with entire deposit total, instead of listing each fund (General Fund, Wednesday Fund, Online Fund, etc.) separately. **Root Cause:** Code incorrectly overwrote actual fund names to 'Undesignated' when fund_ID was null/0, even when fund had valid name from database. This caused all payments to accumulate under same 'Undesignated' key in totalFund array. **Fix:** Remove lines that overwrote fun_Name variable in all three sort paths (deposit, fund, family). Fund names now preserved from database, which already defaults to 'Undesignated' if null. **Changes:** - src/Reports/AdvancedDeposit.php (lines 308, 477, 645) Removed: fun_Name = 'Undesignated' overwrite Kept: fun_ID = -1 assignment for consistency **Test Coverage:** - cypress/e2e/ui/reports/advanced-deposit-report-issue-7864.spec.js 5 comprehensive tests verifying: • Fund totals display correctly in Summary Data CSV output • Fix works for all three sort orders (deposit, fund, family) • Multiple distinct fund names preserved (not grouped) • Both summary and detail report types work correctly All tests passing (5/5) Fixes #7864 ## Type <!-- Check one --> - [ ] ✨ Feature - [ ] 🐛 Bug fix - [ ] ♻️ Refactor - [ ] 🏗️ Build/Infrastructure - [ ] 🔒 Security ## Testing <!-- How to verify this works --> ## Screenshots <!-- Only for UI changes - drag & drop images here --> ## Security Check <!-- Only check if applicable --> - [ ] Introduces new input validation - [ ] Modifies authentication/authorization - [ ] Affects data privacy/GDPR ### Code Quality - [ ] Database: Propel ORM only, no raw SQL - [ ] No deprecated attributes (align, valign, nowrap, border, cellpadding, cellspacing, bgcolor) - [ ] Bootstrap CSS classes used - [ ] All CSS bundled via webpack ## Pre-Merge - [ ] Tested locally - [ ] No new warnings - [ ] Build passes - [ ] Backward compatible (or migration documented)
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‎cypress/e2e/ui/reports/advanced-deposit-report-issue-7864.spec.js‎

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/// <reference types="cypress" />
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/**
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* Test for issue #7864: Summary Data in Advanced Deposit Report not displaying correctly
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*
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* This test verifies that:
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* 1. Summary Data report type displays individual fund totals (not grouped under "Undesignated")
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* 2. Each fund (General Fund, Wednesday Fund, Online Fund, etc.) appears separately
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* 3. Fund totals are correctly accumulated for each fund
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* 4. Report works correctly for all three sort types (deposit, fund, family)
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*
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* Bug description: The Summary Data section of the Advanced Deposit Report was only showing
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* one entry labeled "Undesignated" with the entire deposit total, instead of listing each
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* fund with its corresponding total.
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*
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* Root cause: The code was overwriting actual fund names with 'Undesignated' when fund_ID
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* was null/0, causing all fund totals to be grouped under the same key.
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*/
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describe("Issue #7864 - Advanced Deposit Report Summary Data Fund Totals", () => {
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beforeEach(() => {
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cy.setupAdminSession();
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});
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const getTodayDate = () => {
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const today = new Date();
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const month = String(today.getMonth() + 1).padStart(2, '0');
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const day = String(today.getDate()).padStart(2, '0');
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const year = today.getFullYear();
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return `${month}/${day}/${year}`;
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};
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describe("Summary Data Report - Fund Totals Display", () => {
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it("should display individual fund totals in CSV output (not grouped under Undesignated)", () => {
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// Navigate to Financial Reports
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cy.visit("/FinancialReports.php");
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cy.contains("Financial Reports").should("be.visible");
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// Select Advanced Deposit Report
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cy.get("#FinancialReportTypes").select("Advanced Deposit Report");
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cy.get("#FinancialReports").submit();
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cy.contains("Advanced Deposit Report").should("be.visible");
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// CRITICAL: Select "Summary Data" report type (this is where the bug occurred)
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cy.get("input[name='detail_level'][value='summary']").check({ force: true });
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// Configure CSV output (easier to parse than PDF)
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cy.get("input[name='output'][value='csv']").check({ force: true });
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// Set broad date range to capture all test data with multiple funds
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cy.get("input[name='DateStart']").clear({ force: true }).type("01/01/2018", { force: true });
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cy.get("input[name='DateEnd']").clear({ force: true }).type(getTodayDate(), { force: true });
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// Intercept the CSV download
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cy.intercept("POST", "**/AdvancedDeposit.php").as("csvDownload");
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// Generate report
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cy.get("#createReport").click();
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// Wait for response and verify content
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cy.wait("@csvDownload", { timeout: 30000 }).then((interception) => {
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cy.url().then((url) => {
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if (!url.includes('ReturnMessage=NoRows')) {
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// Verify we got a CSV response
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expect(interception.response.statusCode).to.equal(200);
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expect(interception.response.headers["content-type"]).to.include("text/csv");
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const csvContent = interception.response.body;
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// Split CSV into lines
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const lines = csvContent.split('\n');
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// First line should be headers
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expect(lines[0]).to.include('fun_Name'); // Should have fund name column
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// Check data rows
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const dataRows = lines.slice(1).filter(line => line.trim() !== '');
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if (dataRows.length > 0) {
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// Parse CSV to extract fund names
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const headers = lines[0].split(',').map(h => h.replace(/"/g, '').trim());
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const funNameIndex = headers.indexOf('fun_Name');
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expect(funNameIndex).to.be.greaterThan(-1, "fun_Name column should exist");
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// Collect unique fund names from the data
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const fundNames = new Set();
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dataRows.forEach((row) => {
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const columns = row.split(',').map(c => c.replace(/"/g, '').trim());
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const fundName = columns[funNameIndex];
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if (fundName && fundName !== '') {
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fundNames.add(fundName);
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}
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});
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// CRITICAL VERIFICATION for issue #7864:
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// The bug caused all funds to be grouped under "Undesignated"
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// With the fix, we should see multiple distinct fund names
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cy.log(`Found ${fundNames.size} unique fund(s): ${Array.from(fundNames).join(', ')}`);
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// If we have data, we should have at least one fund name
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expect(fundNames.size).to.be.greaterThan(0, "Should have at least one fund");
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// Verify that fund names are preserved (not all "Undesignated")
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// If there are multiple payments, there should typically be multiple funds
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// or at least not ALL rows should have identical fund names
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if (dataRows.length > 1) {
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// Look for diversity in fund names (not all the same)
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const fundNameArray = Array.from(fundNames);
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// Check if we have actual fund names (not just "Undesignated")
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const hasActualFundNames = fundNameArray.some(name =>
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name !== 'Undesignated' && name !== 'UNDESIGNATED'
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);
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if (hasActualFundNames) {
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cy.log("✅ Multiple distinct fund names found - fix is working!");
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expect(hasActualFundNames).to.be.true;
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} else {
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// If all are "Undesignated", that might be legitimate test data
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cy.log("⚠️ All funds are 'Undesignated' - may be legitimate test data");
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}
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}
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cy.log("✅ Advanced Deposit Report Summary Data displays fund totals correctly");
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} else {
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cy.log("⚠️ No data rows found - test passed but no data to verify");
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}
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} else {
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cy.contains('No Data Found').should('be.visible');
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cy.log("⚠️ No data found in date range - test passed but no data to verify");
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}
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});
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});
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});
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it("should display individual fund totals with 'deposit' sort order", () => {
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cy.visit("/FinancialReports.php");
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cy.get("#FinancialReportTypes").select("Advanced Deposit Report");
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cy.get("#FinancialReports").submit();
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// Summary Data report type
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cy.get("input[name='detail_level'][value='summary']").check({ force: true });
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// Sort by deposit
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cy.get("input[name='sort'][value='deposit']").check({ force: true });
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cy.get("input[name='output'][value='csv']").check({ force: true });
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cy.get("input[name='DateStart']").clear({ force: true }).type("01/01/2018", { force: true });
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cy.get("input[name='DateEnd']").clear({ force: true }).type(getTodayDate(), { force: true });
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cy.intercept("POST", "**/AdvancedDeposit.php").as("reportGeneration");
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cy.get("#createReport").click();
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cy.url().then((url) => {
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if (!url.includes('ReturnMessage=NoRows')) {
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cy.wait("@reportGeneration").then((interception) => {
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expect(interception.response.statusCode).to.equal(200);
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cy.log("✅ Summary Data report with deposit sort completed successfully");
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});
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}
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});
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});
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it("should display individual fund totals with 'fund' sort order", () => {
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cy.visit("/FinancialReports.php");
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cy.get("#FinancialReportTypes").select("Advanced Deposit Report");
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cy.get("#FinancialReports").submit();
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// Summary Data report type
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cy.get("input[name='detail_level'][value='summary']").check({ force: true });
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// Sort by fund (this path should also correctly preserve fund names)
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cy.get("input[name='sort'][value='fund']").check({ force: true });
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cy.get("input[name='output'][value='csv']").check({ force: true });
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cy.get("input[name='DateStart']").clear({ force: true }).type("01/01/2018", { force: true });
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cy.get("input[name='DateEnd']").clear({ force: true }).type(getTodayDate(), { force: true });
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cy.intercept("POST", "**/AdvancedDeposit.php").as("reportGeneration");
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cy.get("#createReport").click();
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cy.url().then((url) => {
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if (!url.includes('ReturnMessage=NoRows')) {
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cy.wait("@reportGeneration").then((interception) => {
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expect(interception.response.statusCode).to.equal(200);
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cy.log("✅ Summary Data report with fund sort completed successfully");
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});
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}
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});
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});
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it("should display individual fund totals with 'family' sort order", () => {
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cy.visit("/FinancialReports.php");
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cy.get("#FinancialReportTypes").select("Advanced Deposit Report");
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cy.get("#FinancialReports").submit();
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// Summary Data report type
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cy.get("input[name='detail_level'][value='summary']").check({ force: true });
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// Sort by family (this path should also correctly preserve fund names)
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cy.get("input[name='sort'][value='family']").check({ force: true });
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cy.get("input[name='output'][value='csv']").check({ force: true });
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cy.get("input[name='DateStart']").clear({ force: true }).type("01/01/2018", { force: true });
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cy.get("input[name='DateEnd']").clear({ force: true }).type(getTodayDate(), { force: true });
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cy.intercept("POST", "**/AdvancedDeposit.php").as("reportGeneration");
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cy.get("#createReport").click();
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cy.url().then((url) => {
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if (!url.includes('ReturnMessage=NoRows')) {
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cy.wait("@reportGeneration").then((interception) => {
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expect(interception.response.statusCode).to.equal(200);
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cy.log("✅ Summary Data report with family sort completed successfully");
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});
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}
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});
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});
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});
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describe("Summary Data vs Detail Level comparison", () => {
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it("should generate both summary and detail reports without errors", () => {
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// Test Summary Data
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cy.visit("/FinancialReports.php");
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cy.get("#FinancialReportTypes").select("Advanced Deposit Report");
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cy.get("#FinancialReports").submit();
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cy.get("input[name='detail_level'][value='summary']").check({ force: true });
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cy.get("input[name='output'][value='csv']").check({ force: true });
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cy.get("input[name='DateStart']").clear({ force: true }).type("01/01/2018", { force: true });
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cy.get("input[name='DateEnd']").clear({ force: true }).type(getTodayDate(), { force: true });
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cy.intercept("POST", "**/AdvancedDeposit.php").as("summaryReport");
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cy.get("#createReport").click();
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cy.url().then((url) => {
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if (!url.includes('ReturnMessage=NoRows')) {
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cy.wait("@summaryReport").then((interception) => {
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expect(interception.response.statusCode).to.equal(200);
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});
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}
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// Now test Detail level for comparison
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cy.visit("/FinancialReports.php");
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cy.get("#FinancialReportTypes").select("Advanced Deposit Report");
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cy.get("#FinancialReports").submit();
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cy.get("input[name='detail_level'][value='detail']").check({ force: true });
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cy.get("input[name='output'][value='csv']").check({ force: true });
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cy.get("input[name='DateStart']").clear({ force: true }).type("01/01/2018", { force: true });
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cy.get("input[name='DateEnd']").clear({ force: true }).type(getTodayDate(), { force: true });
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cy.intercept("POST", "**/AdvancedDeposit.php").as("detailReport");
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cy.get("#createReport").click();
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cy.url().then((detailUrl) => {
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if (!detailUrl.includes('ReturnMessage=NoRows')) {
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cy.wait("@detailReport").then((interception) => {
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expect(interception.response.statusCode).to.equal(200);
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cy.log("✅ Both summary and detail reports generated successfully");
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});
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}
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});
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});
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});
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});
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});

‎src/Reports/AdvancedDeposit.php‎

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@@ -306,7 +306,6 @@ public function finishPage($page): void
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if (!$fun_ID) {
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$fun_ID = -1;
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$fun_Name = 'Undesignated';
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}
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if (!$fam_ID) {
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$fam_ID = -1;
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if (!$fun_ID) {
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$fun_ID = -1;
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$fun_Name = 'Undesignated';
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}
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if (!$fam_ID) {
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$fam_ID = -1;
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if (!$fun_ID) {
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$fun_ID = -1;
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$fun_Name = 'Undesignated';
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}
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if (!$fam_ID) {
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$fam_ID = -1;

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