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docs(05-05): complete End-to-End Workflow Tests plan

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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 <noreply@anthropic.com>
This commit is contained in:
kevin-asprec
2026-03-05 17:43:36 +08:00
parent 24824271a2
commit 276bc08ef4
2 changed files with 126 additions and 11 deletions
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.planning/STATE.md
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@@ -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