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 <noreply@anthropic.com>
This commit is contained in:
kevin-asprec
2026-03-05 17:43:36 +08:00
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---
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*