docs(05-07): complete gap closure E2E tests and verification fix plan

Tasks completed: 2/2
- Add inventory/expense and portal ticket E2E workflows (21 tests total)
- Correct Phase 2 VERIFICATION.md status to passed (5/5)

SUMMARY: .planning/phases/05-visibility-and-client-portal/05-07-SUMMARY.md

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

.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)
+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, 05-02, 05-03, 05-04, 05-05.
+Status: All phases complete. All plans done: 05-01 through 05-07.
-Last activity: 2026-03-05 — Phase 5 verified (76 tests, dashboard, portal, RBAC, E2E)
+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
+Last session: 2026-03-05T10:27:00Z
-Stopped at: All 5 phases complete. Phase 5 verified — 5/5 must-haves passed. Milestone v1.0 ready for audit.
+Stopped at: Completed 05-07-PLAN.md (gap closure: E2E tests + Phase 2 VERIFICATION fix)
 Resume file: None

.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*