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>
2026-03-05 17:43:36 +08:00
parent 24824271a2
commit 276bc08ef4
2 changed files with 126 additions and 11 deletions
--- 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
--- a/.planning/phases/05-visibility-and-client-portal/05-05-SUMMARY.md
+++ 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*