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276bc08ef4eda062e6fe38648f474d38fcc5822a
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27 Commits

Author SHA1 Message Date
kevin-asprec
276bc08ef4 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
kevin-asprec
82c8dc39d1 docs(05-03): complete Portal Ticket Submission and Payment Scaffold plan 
Tasks completed: 2/2
- Task 1: TicketComment model and portal ticket service
- Task 2: Portal ticket API routes, payment scaffold, and tests

SUMMARY: .planning/phases/05-visibility-and-client-portal/05-03-SUMMARY.md

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-05 17:36:59 +08:00
kevin-asprec
ab1e94480e docs(05-02): complete Subscriber Portal Auth and API plan 
Tasks completed: 2/2
- Portal authentication via subscriber account number
- PortalService, API routes, and integration tests (5 tests)

SUMMARY: .planning/phases/05-visibility-and-client-portal/05-02-SUMMARY.md

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-05 17:28:03 +08:00
kevin-asprec
7de961f6c7 docs(05-01): complete Dashboard Metrics API plan 
Tasks completed: 2/2
- DashboardService with 6 metric aggregation methods
- GET /api/dashboard endpoint and 6 integration tests

SUMMARY: .planning/phases/05-visibility-and-client-portal/05-01-SUMMARY.md

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-05 17:24:50 +08:00
kevin-asprec
df3e36b7a2 docs(04-04): complete Expense Reports and Audit Trail plan 
Tasks completed: 2/2
- ExpenseReportService and AuditTrailService with API routes
- 9 passing integration tests

SUMMARY: .planning/phases/04-inventory-expenses-and-financial-reports/04-04-SUMMARY.md

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-05 15:11:49 +08:00
kevin-asprec
e3a177f194 docs(04-02): complete asset management plan — Phase 4 complete 
Tasks completed: 2/2
- AssetService with assign, return, dispose, history
- 11 integration tests all passing

SUMMARY: .planning/phases/04-inventory-expenses-and-financial-reports/04-02-SUMMARY.md

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-05 14:34:09 +08:00
kevin-asprec
6dd1fe827c docs(04-05): complete financial reports plan 
Tasks completed: 2/2
- Financial report API routes (trial balance, income statement, balance sheet, drill-down)
- Comprehensive tests (16 passing — all 3 reports verified)

SUMMARY: .planning/phases/04-inventory-expenses-and-financial-reports/04-05-SUMMARY.md

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-05 13:00:04 +08:00
kevin-asprec
cc8314f854 docs(04-03): complete expense tracking plan 
Tasks completed: 2/2
- Task 1: Schema + COA additions + expense category seeding
- Task 2: VendorService, ExpenseService, API routes, migration, 15 tests

SUMMARY: .planning/phases/04-inventory-expenses-and-financial-reports/04-03-SUMMARY.md

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-05 10:53:50 +08:00
kevin-asprec
daf5bddf0b docs(04-01): complete inventory event-ledger plan 
Tasks completed: 2/2
- Task 1: Schema — InventoryItem, StockMovement models and enums
- Task 2: InventoryService, API routes, migration, and tests (13 passing)

SUMMARY: .planning/phases/04-inventory-expenses-and-financial-reports/04-01-SUMMARY.md

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-05 10:33:18 +08:00
kevin-asprec
f49bbf32b5 docs(03-05): complete technician management plan — Phase 3 complete 
Tasks completed: 2/2
- Task 1: TechnicianProfile/JobTypeRate schema, migration, tenant scoping
- Task 2: Technician service, compensation service, 6 APIs, 27 integration tests

SUMMARY: .planning/phases/03-operational-modules/03-05-SUMMARY.md
 2026-03-05 08:19:11 +08:00
kevin-asprec
bdd0fda7d2 docs(03-04): complete Job Orders plan 
Tasks completed: 2/2
- Task 1: JobOrder schema, migration, and tenant scoping
- Task 2: Job order service, API routes, and integration tests

SUMMARY: .planning/phases/03-operational-modules/03-04-SUMMARY.md
 2026-03-05 08:05:50 +08:00
kevin-asprec
0373810d9e docs(03-02): complete Collector Collection and Remittance plan 
Tasks completed: 2/2
- Task 1: Collection/Remittance schema, 1030 COA, migration, tenant scoping
- Task 2: Collector service, remittance service, report service, APIs, 26 tests

SUMMARY: .planning/phases/03-operational-modules/03-02-SUMMARY.md
 2026-03-05 07:56:20 +08:00
kevin-asprec
570218320c docs(03-03): complete Ticketing System plan 
Tasks completed: 2/2
- Task 1: Ticket schema, categories, migration, and tenant scoping
- Task 2: Ticket service, category service, API routes, and 28 integration tests

SUMMARY: .planning/phases/03-operational-modules/03-03-SUMMARY.md
 2026-03-05 07:41:39 +08:00
kevin-asprec
2321bf2ada docs(03-01): complete zone management plan 
Tasks completed: 2/2
- Task 1: Zone schema, migration, and tenant scoping
- Task 2: Zone service, API routes, and integration tests

SUMMARY: .planning/phases/03-operational-modules/03-01-SUMMARY.md

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-05 07:32:21 +08:00
kevin-asprec
e6e09bd0cb docs(02): complete Subscriber and Billing Core phase 
Phase 2 verified: 5/5 plans executed, 265 tests passing.
16 requirements marked complete (SUB-01..05, BILL-01..06, ACCT-01..03, ACCT-07, ACCT-09).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-05 00:09:09 +08:00
kevin-asprec
816ac5360f docs(02-05): complete payment system plan — Phase 2 complete 
Tasks completed: 2/2
- Task 1: Payment model with FIFO allocation and void
- Task 2: Payment APIs, outstanding report, and 29 passing tests

Phase 2 (Subscriber and Billing Core) complete — 265/265 tests passing
SUMMARY: .planning/phases/02-subscriber-and-billing-core/02-05-SUMMARY.md
 2026-03-04 23:54:42 +08:00
kevin-asprec
df4a467a38 docs(02-04): complete billing engine plan 
Tasks completed: 2/2
- Task 1: Invoice model + BillingService + InvoiceService + CreditService
- Task 2: Billing API routes + comprehensive tests (38 passing)

SUMMARY: .planning/phases/02-subscriber-and-billing-core/02-04-SUMMARY.md
 2026-03-04 23:41:50 +08:00
kevin-asprec
c60c22b080 docs(02-02): complete JournalEntryService plan 
Tasks completed: 2/2
- Task 1: JournalEntry models + JournalEntryService
- Task 2: Journal entry API routes + comprehensive tests

SUMMARY: .planning/phases/02-subscriber-and-billing-core/02-02-SUMMARY.md
 2026-03-04 23:25:42 +08:00
kevin-asprec
5c6969343b docs(02-03): complete Subscriber and ServicePlan management plan 
Tasks completed: 2/2
- Task 1: Subscriber and ServicePlan Prisma models + service layer
- Task 2: Subscriber and ServicePlan API routes + tests

SUMMARY: .planning/phases/02-subscriber-and-billing-core/02-03-SUMMARY.md
 2026-03-04 23:04:15 +08:00
kevin-asprec
e49db94f38 docs(02-01): complete Chart of Accounts plan 
Tasks completed: 2/2
- Task 1: Account and AccountingPeriod Prisma models + COA definition
- Task 2: COA auto-provisioning on tenant signup + API routes + tests

SUMMARY: .planning/phases/02-subscriber-and-billing-core/02-01-SUMMARY.md
 2026-03-04 22:53:38 +08:00
kevin-asprec
0cb9a483bf docs(01): complete Foundation phase 
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-04 19:22:00 +08:00
kevin-asprec
9d8c45ce10 docs(01-05): complete super-admin panel plan 
Tasks completed: 2/2
- Task 1: Super-admin API routes and middleware guard
- Task 2: Super-admin UI panel and comprehensive test harness

Phase 1 Foundation: COMPLETE (5/5 plans)
93 tests passing across auth, RBAC, tenant isolation, super-admin

SUMMARY: .planning/phases/01-foundation/01-05-SUMMARY.md

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-04 19:08:38 +08:00
kevin-asprec
d25885aaeb docs(01-04): complete CASL RBAC plan 
Tasks completed: 2/2
- Task 1: CASL permission definitions and ability factory
- Task 2: API authorization middleware and RBAC tests

SUMMARY: .planning/phases/01-foundation/01-04-SUMMARY.md
 2026-03-04 18:59:14 +08:00
kevin-asprec
dc85d348ef docs(01-03): complete tenant provisioning and isolation plan 
Tasks completed: 2/2
- Task 1: Tenant signup API, tenant service, and signup UI
- Task 2: Prisma tenant middleware, PostgreSQL RLS, and isolation tests

SUMMARY: .planning/phases/01-foundation/01-03-SUMMARY.md
 2026-03-04 18:47:01 +08:00
kevin-asprec
cf790c3257 docs(01-02): complete authentication plan 
Tasks completed: 2/2
- Task 1: NextAuth.js configuration with credentials provider and JWT
- Task 2: Login page UI, logout flow, seed script, and auth unit tests

SUMMARY: .planning/phases/01-foundation/01-02-SUMMARY.md
 2026-03-04 18:44:29 +08:00
kevin-asprec
19a5520dd5 docs(01-01): complete project scaffold and dev environment plan 
Tasks completed: 2/2
- Task 1: Next.js 15 project with Docker Compose dev environment
- Task 2: Prisma schema with Tenant/User models and Vitest setup

SUMMARY: .planning/phases/01-foundation/01-01-SUMMARY.md
 2026-03-04 18:32:40 +08:00
kevin-asprec
1bdb4eafae docs: create roadmap (5 phases) and research 
Phases:
1. Foundation: tenant isolation, auth, Docker, RBAC
2. Subscriber & Billing Core: subscribers, invoicing, payments, accounting ledger
3. Operational Modules: collectors, ticketing, job orders, technicians
4. Inventory, Expenses & Reports: event-ledger inventory, expenses, financial statements
5. Visibility & Client Portal: dashboard, client self-service, integration & e2e tests

All 66 v1 requirements mapped to phases.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-04 17:45:09 +08:00