---
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*