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docs(05): complete Visibility and Client Portal phase

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Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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kevin-asprec
2026-03-05 17:57:08 +08:00
parent f5d20711b0
commit e70501e8bc
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.planning/REQUIREMENTS.md
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@@ -87,25 +87,25 @@
### Client Portal
- [ ] **PORT-01**: Subscribers can log in and view their current bill and outstanding balance
- [ ] **PORT-02**: Subscribers can view their payment history
- [ ] **PORT-03**: Subscribers can submit support tickets through the portal
- [ ] **PORT-04**: Subscribers can view their current plan details and account status
- [ ] **PORT-05**: Subscribers can make online payments through the portal (payment gateway integration)
- [x] **PORT-01**: Subscribers can log in and view their current bill and outstanding balance
- [x] **PORT-02**: Subscribers can view their payment history
- [x] **PORT-03**: Subscribers can submit support tickets through the portal
- [x] **PORT-04**: Subscribers can view their current plan details and account status
- [x] **PORT-05**: Subscribers can make online payments through the portal (payment gateway integration)
### Dashboard & Reports
- [ ] **DASH-01**: Dashboard shows revenue collected today and this month
- [ ] **DASH-02**: Dashboard shows overdue subscriber count and total outstanding amount
- [ ] **DASH-03**: Dashboard shows active vs suspended vs cancelled subscriber counts
- [ ] **DASH-04**: Dashboard shows cash flow summary (money in vs money out)
- [x] **DASH-01**: Dashboard shows revenue collected today and this month
- [x] **DASH-02**: Dashboard shows overdue subscriber count and total outstanding amount
- [x] **DASH-03**: Dashboard shows active vs suspended vs cancelled subscriber counts
- [x] **DASH-04**: Dashboard shows cash flow summary (money in vs money out)
### Testing & Infrastructure
- [x] **INFRA-01**: Docker-based local development environment (database, services)
- [x] **INFRA-02**: Automated unit tests for core business logic (billing, accounting, inventory)
- [ ] **INFRA-03**: Integration tests for API endpoints
- [ ] **INFRA-04**: End-to-end tests for critical user workflows
- [x] **INFRA-03**: Integration tests for API endpoints
- [x] **INFRA-04**: End-to-end tests for critical user workflows
## v2 Requirements
@@ -207,17 +207,17 @@
| ACCT-05 | Phase 4 | Complete |
| ACCT-06 | Phase 4 | Complete |
| ACCT-08 | Phase 4 | Complete |
| DASH-01 | Phase 5 | Pending |
| DASH-02 | Phase 5 | Pending |
| DASH-03 | Phase 5 | Pending |
| DASH-04 | Phase 5 | Pending |
| PORT-01 | Phase 5 | Pending |
| PORT-02 | Phase 5 | Pending |
| PORT-03 | Phase 5 | Pending |
| PORT-04 | Phase 5 | Pending |
| PORT-05 | Phase 5 | Pending |
| INFRA-03 | Phase 5 | Pending |
| INFRA-04 | Phase 5 | Pending |
| DASH-01 | Phase 5 | Complete |
| DASH-02 | Phase 5 | Complete |
| DASH-03 | Phase 5 | Complete |
| DASH-04 | Phase 5 | Complete |
| PORT-01 | Phase 5 | Complete |
| PORT-02 | Phase 5 | Complete |
| PORT-03 | Phase 5 | Complete |
| PORT-04 | Phase 5 | Complete |
| PORT-05 | Phase 5 | Complete |
| INFRA-03 | Phase 5 | Complete |
| INFRA-04 | Phase 5 | Complete |
**Coverage:**
- v1 requirements: 66 total (note: original count of 53 excluded PORT, DASH, and INFRA categories which are v1 scope)
@@ -228,4 +228,4 @@
---
*Requirements defined: 2026-03-04*
*Last updated: 2026-03-04 after roadmap creation — traceability populated*
*Last updated: 2026-03-05 — all v1 requirements complete*