diff --git a/.planning/STATE.md b/.planning/STATE.md index 1d98c77..43d4caf 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -5,23 +5,23 @@ See: .planning/PROJECT.md (updated 2026-03-04) **Core value:** ISP owners can see exactly where their money is — who owes what, what's been collected, what's been spent, and what the business actually looks like financially — in real time. -**Current focus:** All 5 phases complete. Milestone v1.0 ready for audit. +**Current focus:** All 5 phases complete. Gap closure plans (05-07) done. Milestone v1.0 audit-ready. ## Current Position Phase: 5 of 5 (Visibility and Client Portal) -Plan: 5 of 5 in phase 5 (28/28 total complete) -Status: All phases complete. All plans done: 05-01, 05-02, 05-03, 05-04, 05-05. -Last activity: 2026-03-05 — Phase 5 verified (76 tests, dashboard, portal, RBAC, E2E) +Plan: 7 of 7 in phase 5 (30/30 total complete, including gap closure plans 05-06, 05-07) +Status: All phases complete. All plans done: 05-01 through 05-07. +Last activity: 2026-03-05 — Completed 05-07 gap closure (E2E inventory/expense/portal tests + Phase 2 VERIFICATION fix) -Progress: [████████████████████████████] 100% (28/28 plans across all phases) +Progress: [██████████████████████████████] 100% (30/30 plans across all phases) ## Performance Metrics **Velocity:** -- Total plans completed: 28 +- Total plans completed: 30 - Average duration: ~9 min -- Total execution time: ~200 min +- Total execution time: ~210 min **By Phase:** @@ -31,7 +31,7 @@ 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 | 5/5 complete | ~21 min | ~4.2 min | +| 05-visibility-and-client-portal | 7/7 complete | ~31 min | ~4.4 min | *Updated after each plan completion* @@ -62,6 +62,8 @@ Recent decisions affecting current work: - [05-04]: Two-tenant isolation verified with real DB records — cross-tenant queries return null/empty - [05-05]: E2E tests exercise services directly (not HTTP) — 16 tests across 3 critical workflows - [05-05]: Trial balance verified balanced (debits === credits > 0) after each workflow +- [05-07]: E2E coverage extended to 21 tests across 5 workflows (added inventory/expense + portal ticket) +- [05-07]: Phase 2 VERIFICATION.md corrected from gaps_found (4/5) to passed (5/5) — billing DRAFT-to-SENT fix validated ### Pending Todos @@ -74,6 +76,6 @@ None. ## Session Continuity -Last session: 2026-03-05T10:00:00Z -Stopped at: All 5 phases complete. Phase 5 verified — 5/5 must-haves passed. Milestone v1.0 ready for audit. +Last session: 2026-03-05T10:27:00Z +Stopped at: Completed 05-07-PLAN.md (gap closure: E2E tests + Phase 2 VERIFICATION fix) Resume file: None diff --git a/.planning/phases/05-visibility-and-client-portal/05-07-SUMMARY.md b/.planning/phases/05-visibility-and-client-portal/05-07-SUMMARY.md new file mode 100644 index 0000000..64ad7db --- /dev/null +++ b/.planning/phases/05-visibility-and-client-portal/05-07-SUMMARY.md @@ -0,0 +1,95 @@ +--- +phase: 05-visibility-and-client-portal +plan: 07 +subsystem: testing +tags: [e2e, integration, inventory, expense, portal-ticket, journal-entry, trial-balance] + +# Dependency graph +requires: + - phase: 04-inventory-expenses-reports + provides: "InventoryService, ExpenseService with JE posting" + - phase: 05-visibility-and-client-portal + provides: "PortalTicketService with ensurePortalUser shadow user bridge" + - phase: 02-subscriber-and-billing-core + provides: "billing-service.ts invoice generation (status=SENT fix)" +provides: + - "E2E test coverage for inventory receiving -> expense recording -> trial balance workflow" + - "E2E test coverage for portal ticket creation -> staff queue visibility workflow" + - "Corrected Phase 2 VERIFICATION.md reflecting fixed billing gap" +affects: [] + +# Tech tracking +tech-stack: + added: [] + patterns: + - "E2E workflow tests exercise services directly (not HTTP) with real DB" + - "Trial balance verification pattern: debits === credits > 0 after each workflow" + +key-files: + created: [] + modified: + - "src/lib/__tests__/integration/e2e-workflows.test.ts" + - ".planning/phases/02-subscriber-and-billing-core/02-VERIFICATION.md" + +key-decisions: + - "Inventory E2E uses BATCH tracking type with RECEIVED movement to WAREHOUSE" + - "Expense E2E uses custom category mapped to account 5040 with CASH payment method" + - "Portal ticket E2E verifies shadow user creation with CLIENT role and portal email convention" + +patterns-established: + - "Workflow 4 pattern: registerItem -> recordMovement(RECEIVED) -> verify JE balanced" + - "Workflow 5 pattern: createPortalTicket -> verify source=SUBSCRIBER -> listTickets (staff view)" + +# Metrics +duration: 5min +completed: 2026-03-05 +--- + +# Phase 5 Plan 7: Gap Closure E2E Tests and Phase 2 Verification Correction Summary + +**E2E test coverage extended to 21 tests across 5 workflows covering inventory/expense JE posting and portal ticket staff queue visibility, plus Phase 2 VERIFICATION.md corrected to 5/5 passed** + +## Performance + +- **Duration:** 5 min +- **Started:** 2026-03-05T10:22:16Z +- **Completed:** 2026-03-05T10:27:33Z +- **Tasks:** 2 +- **Files modified:** 2 + +## Accomplishments +- Added Workflow 4 (Inventory Receiving and Expense Recording) with 3 tests: receives stock with balanced JE (DR 1200/CR 2010), records expense with auto-post JE (DR 5040/CR 1010), verifies trial balance balanced +- Added Workflow 5 (Portal Ticket Submission to Staff Queue) with 2 tests: subscriber creates portal ticket visible in staff queue, shadow user verified with CLIENT role +- Corrected Phase 2 VERIFICATION.md from gaps_found (4/5) to passed (5/5), reflecting the billing-service.ts fix that was applied earlier + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: Add inventory/expense and portal ticket E2E workflows** - `f0d2725` (feat) +2. **Task 2: Correct Phase 2 VERIFICATION.md status** - `a0ea504` (docs) + +## Files Created/Modified +- `src/lib/__tests__/integration/e2e-workflows.test.ts` - Added 2 new describe blocks (Workflow 4 + 5) with 5 new tests, bringing total from 16 to 21 +- `.planning/phases/02-subscriber-and-billing-core/02-VERIFICATION.md` - Updated status to passed, score to 5/5, truth #3 to VERIFIED, BILL-03 to SATISFIED, key link to WIRED + +## Decisions Made +None - followed plan as specified. + +## 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 E2E test gaps from the milestone audit are now closed +- Phase 2 verification document accurately reflects the system state +- Full test suite: 533 tests passing across 26 test files + +--- +*Phase: 05-visibility-and-client-portal* +*Completed: 2026-03-05*