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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
4 changed files with 155 additions and 150 deletions
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.planning/ROADMAP.md
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@@ -16,7 +16,7 @@ Decimal phases appear between their surrounding integers in numeric order.
- [x] **Phase 2: Subscriber and Billing Core** - Subscriber management, billing engine, payment recording, and the double-entry accounting ledger
- [x] **Phase 3: Operational Modules** - Collector workflow, ticketing system, job orders, and technician management
- [x] **Phase 4: Inventory, Expenses, and Financial Reports** - Inventory event-ledger, asset management, expense tracking, and accounting financial statements
- [ ] **Phase 5: Visibility and Client Portal** - Dashboard metrics, client self-service portal, integration tests, and end-to-end tests
- [x] **Phase 5: Visibility and Client Portal** - Dashboard metrics, client self-service portal, integration tests, and end-to-end tests
## Phase Details
@@ -117,11 +117,11 @@ Plans:
**Plans**: 5 plans
Plans:
- [ ] 05-01-PLAN.md — Dashboard service: revenue metrics, overdue counts, subscriber status breakdown, cash flow summary, collector summary (DASH-01, DASH-02, DASH-03, DASH-04)
- [ ] 05-02-PLAN.md — Portal auth and account view: subscriber login via account number, bill/balance view, payment history, plan details (PORT-01, PORT-02, PORT-04)
- [ ] 05-03-PLAN.md — Portal tickets and payment scaffold: ticket submission with conversation threads, online payment "coming soon" page (PORT-03, PORT-05)
- [ ] 05-04-PLAN.md — Integration tests: API RBAC enforcement for all 5 roles, unauthorized access assertions, two-tenant isolation tests (INFRA-03)
- [ ] 05-05-PLAN.md — End-to-end tests: billing workflow, collection/remittance workflow, ticket-to-job-order workflow (INFRA-04)
- [x] 05-01-PLAN.md — Dashboard service: revenue metrics, overdue counts, subscriber status breakdown, cash flow summary, collector summary (DASH-01, DASH-02, DASH-03, DASH-04)
- [x] 05-02-PLAN.md — Portal auth and account view: subscriber login via account number, bill/balance view, payment history, plan details (PORT-01, PORT-02, PORT-04)
- [x] 05-03-PLAN.md — Portal tickets and payment scaffold: ticket submission with conversation threads, online payment "coming soon" page (PORT-03, PORT-05)
- [x] 05-04-PLAN.md — Integration tests: API RBAC enforcement for all 5 roles, unauthorized access assertions, two-tenant isolation tests (INFRA-03)
- [x] 05-05-PLAN.md — End-to-end tests: billing workflow, collection/remittance workflow, ticket-to-job-order workflow (INFRA-04)
---
@@ -136,4 +136,4 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5
| 2. Subscriber and Billing Core | 5/5 | ✓ Complete | 2026-03-04 |
| 3. Operational Modules | 5/5 | ✓ Complete | 2026-03-05 |
| 4. Inventory, Expenses, and Financial Reports | 5/5 | ✓ Complete | 2026-03-06 |
| 5. Visibility and Client Portal | 0/5 | Not started | - |
| 5. Visibility and Client Portal | 5/5 | ✓ Complete | 2026-03-05 |