From 276bc08ef4eda062e6fe38648f474d38fcc5822a Mon Sep 17 00:00:00 2001 From: kevin-asprec Date: Thu, 5 Mar 2026 17:43:36 +0800 Subject: [PATCH] docs(05-05): complete End-to-End Workflow Tests plan Tasks completed: 2/2 - Task 1: Billing workflow end-to-end test - Task 2: Collection and ticket workflow end-to-end tests SUMMARY: .planning/phases/05-visibility-and-client-portal/05-05-SUMMARY.md Co-Authored-By: Claude Opus 4.6 --- .planning/STATE.md | 25 ++-- .../05-05-SUMMARY.md | 112 ++++++++++++++++++ 2 files changed, 126 insertions(+), 11 deletions(-) create mode 100644 .planning/phases/05-visibility-and-client-portal/05-05-SUMMARY.md diff --git a/.planning/STATE.md b/.planning/STATE.md index 80d013d..7fbe5cd 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -10,18 +10,18 @@ See: .planning/PROJECT.md (updated 2026-03-04) ## Current Position Phase: 5 of 5 (Visibility and Client Portal) -Plan: 3 of 5 in phase 5 (26/28 total complete) -Status: In progress. 05-01, 05-02, and 05-03 complete. -Last activity: 2026-03-05 — Completed 05-03-PLAN.md (Portal Ticket Submission and Payment Scaffold — 6 tests, conversation threads, payment coming-soon endpoint) +Plan: 4 of 5 in phase 5 (27/28 total complete) +Status: In progress. 05-01, 05-02, 05-03, and 05-05 complete. +Last activity: 2026-03-05 — Completed 05-05-PLAN.md (E2E Workflow Tests — 16 tests proving billing, collection/remittance, and ticket/job-order workflows) -Progress: [██████████████████████████░░] 93% (26/28 plans across all phases) +Progress: [███████████████████████████░] 96% (27/28 plans across all phases) ## Performance Metrics **Velocity:** -- Total plans completed: 18 -- Average duration: 10.1 min -- Total execution time: 182 min +- Total plans completed: 19 +- Average duration: 9.7 min +- Total execution time: 185 min **By Phase:** @@ -31,10 +31,10 @@ Progress: [███████████████████████ | 02-subscriber-and-billing-core | 5/5 complete | 57 min | 11.4 min | | 03-operational-modules | 5/5 complete | ~65 min | ~13 min | | 04-inventory-expenses-reports | 5/5 complete | 71 min | 14.2 min | -| 05-visibility-and-client-portal | 3/5 complete | 12 min | 4 min | +| 05-visibility-and-client-portal | 4/5 complete | 15 min | 3.75 min | **Recent Trend:** -- Last 10 plans: 03-05 (9 min), 04-01 (16 min), 04-03 (17 min), 04-05 (10 min), 04-02 (8 min), 04-04 (20 min), 05-01 (3 min), 05-02 (4 min), 05-03 (5 min) +- Last 10 plans: 04-01 (16 min), 04-03 (17 min), 04-05 (10 min), 04-02 (8 min), 04-04 (20 min), 05-01 (3 min), 05-02 (4 min), 05-03 (5 min), 05-05 (3 min) - Trend: Phase 5 plans executing fast — service + API + tests pattern, minimal schema changes *Updated after each plan completion* @@ -158,6 +158,9 @@ Recent decisions affecting current work: - [05-03]: Closed tickets reject new comments — enforced at service layer in addTicketComment - [05-03]: Payment scaffold computes outstanding balance in JS from SENT/PARTIAL/OVERDUE invoices — same derived-aggregation pattern - [05-03]: Portal ticket cleanup order: ticketComments -> tickets -> ticketCategories -> subscribers -> servicePlans -> tenantSettings -> accountingPeriods -> accounts -> users -> tenant +- [05-05]: E2E tests use service functions directly (not HTTP) — tests integration layer, not transport +- [05-05]: Integration test directory: src/lib/__tests__/integration/ for cross-service tests +- [05-05]: Comprehensive cleanup order covers 25+ models in FK dependency order for full-system tests ### Pending Todos @@ -175,6 +178,6 @@ None. ## Session Continuity -Last session: 2026-03-05T09:35:00Z -Stopped at: Completed 05-03-PLAN.md (Portal Ticket Submission and Payment Scaffold — 6 tests, conversation threads, payment coming-soon endpoint). +Last session: 2026-03-05T09:42:00Z +Stopped at: Completed 05-05-PLAN.md (E2E Workflow Tests — 16 tests, 3 critical business workflows, INFRA-04 satisfied). Resume file: None diff --git a/.planning/phases/05-visibility-and-client-portal/05-05-SUMMARY.md b/.planning/phases/05-visibility-and-client-portal/05-05-SUMMARY.md new file mode 100644 index 0000000..8701de2 --- /dev/null +++ b/.planning/phases/05-visibility-and-client-portal/05-05-SUMMARY.md @@ -0,0 +1,112 @@ +--- +phase: 05-visibility-and-client-portal +plan: 05 +subsystem: testing +tags: [e2e, integration, billing, collection, remittance, ticket, job-order, dashboard, trial-balance] + +# Dependency graph +requires: + - phase: 05-01 + provides: Dashboard metric aggregation service + - phase: 05-02 + provides: Portal auth for subscriber identification + - phase: 05-03 + provides: Ticket submission and comment threads + - phase: 02-03 + provides: Subscriber service (createSubscriber) + - phase: 02-04 + provides: Billing service (generateInvoiceForSubscriber) + - phase: 02-05 + provides: Payment service (recordPayment with FIFO allocation) + - phase: 03-01 + provides: Collector service (recordCollection with zone enforcement) + - phase: 03-02 + provides: Remittance service (createRemittance, verifyRemittance) + - phase: 03-03 + provides: Ticket service (createTicket, transitionTicketStatus) + - phase: 03-04 + provides: Job order service (createJobOrder, updateJobOrderStatus) +provides: + - End-to-end workflow tests proving system coherence (INFRA-04) + - Self-verifying accounting (trial balance balanced after every workflow) + - Dashboard metric validation from real workflow data +affects: [] + +# Tech tracking +tech-stack: + added: [] + patterns: + - "Sequential e2e test pattern: describe blocks with numbered tests that share state" + - "Comprehensive cleanup order covering all 25+ models in correct FK dependency order" + +key-files: + created: + - src/lib/__tests__/integration/e2e-workflows.test.ts + modified: [] + +key-decisions: + - "E2E tests use service functions directly (not HTTP) to test integration layer" + - "Tests share state via describe-scoped variables (sequential story pattern)" + - "Comprehensive cleanup order handles all subsystems in single afterAll" + +patterns-established: + - "Integration test directory: src/lib/__tests__/integration/ for cross-service tests" + +# Metrics +duration: 3min +completed: 2026-03-05 +--- + +# Phase 5 Plan 5: End-to-End Workflow Tests Summary + +**16 e2e tests proving billing, collection/remittance, and ticket/job-order workflows integrate correctly with balanced accounting entries and dashboard metrics** + +## Performance + +- **Duration:** 3 min +- **Started:** 2026-03-05T09:39:35Z +- **Completed:** 2026-03-05T09:42:20Z +- **Tasks:** 2 +- **Files created:** 1 + +## Accomplishments +- Billing workflow proven end-to-end: subscriber registration -> invoice generation -> full/partial payment -> balanced trial balance -> dashboard reflects +- Collection/remittance workflow proven: field collection with FIFO allocation -> remittance submission -> office verification -> balanced JEs -> dashboard metrics +- Ticket/job-order workflow proven: ticket creation -> job order assignment -> technician completion -> auto-resolve -> staff close +- Trial balance verified balanced (debits === credits) after every workflow +- Dashboard metrics validated against real workflow data (revenue, subscribers, collections) +- INFRA-04 requirement satisfied: system works as a coherent whole + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: Billing workflow end-to-end test** - `abf9ee0` (feat) +2. **Task 2: Collection and ticket workflow end-to-end tests** - `2482427` (feat) + +## Files Created/Modified +- `src/lib/__tests__/integration/e2e-workflows.test.ts` - 685 lines, 16 tests across 3 critical business workflows + +## Decisions Made +- E2E tests use service functions directly (not HTTP calls) to test the service integration layer +- Collection workflow creates raw invoices via helper (not billing service) to avoid coupling to billing cycle timing +- Shared beforeAll setup creates tenant, COA, users, zone, plan once for all three workflows + +## Deviations from Plan + +None - plan executed exactly as written. + +## Issues Encountered +None. + +## User Setup Required +None - no external service configuration required. + +## Next Phase Readiness +- All three critical ISP workflows proven to work end-to-end +- Accounting integrity verified (self-balancing books) +- Ready for 05-04 (if remaining) or phase completion + +--- +*Phase: 05-visibility-and-client-portal* +*Completed: 2026-03-05*