19 KiB
19 KiB
phase, verified, status, score, gaps
| phase | verified | status | score | gaps |
|---|---|---|---|---|
| 03-operational-modules | 2026-03-05T00:00:00Z | passed | 35/35 must-haves verified |
Phase 3: Operational Modules Verification Report
Phase Goal: Collectors can log field cash collections and remit to management with a verified audit trail; staff can create support tickets from client calls and convert them to job orders; technicians can update their own assigned work; and the system calculates technician compensation per job or monthly salary. Verified: 2026-03-05 Status: passed Re-verification: No - initial verification
Goal Achievement
Observable Truths
| # | Truth | Status | Evidence |
|---|---|---|---|
| 1 | Admin can create, read, update zones | VERIFIED | zone-service.ts: createZone, updateZone, listZones, getZone (376 lines). API at /api/zones and /api/zones/[id] wired with withPermission. |
| 2 | Admin can assign subscribers to zones via zoneId FK | VERIFIED | assignSubscriberToZone in zone-service.ts line 196. Subscriber.zoneId FK in schema.prisma. Route at /api/zones/[id]/subscribers. |
| 3 | Admin can assign collectors to zones via ZoneAssignment join | VERIFIED | assignCollectorToZone validates COLLECTOR role before upsert to ZoneAssignment (line 244). Idempotent via upsert. |
| 4 | Collector can only query subscribers within their assigned zones | VERIFIED | getCollectorSubscribers throws (not empty return) if collector has no zone assignments (line 343). API enforces self-only access. |
| 5 | Zone data is tenant-scoped | VERIFIED | zone and zoneAssignment in TENANT_SCOPED_MODELS (prisma-tenant.ts line 33) with full 15-operation extension blocks. |
| 6 | Collector can log a cash collection against a subscriber (lump sum, FIFO allocation) | VERIFIED | recordCollection in collector-service.ts: validates amount, zone, FIFO-allocates against oldest unpaid invoices, updates invoice statuses. |
| 7 | Collection creates JE: DR 1030 Cash in Transit, CR 1100 AR | VERIFIED | collector-service.ts lines 144-258: finds accounts 1030 and 1100, builds journalLines DR 1030 / CR 1100, calls JournalEntryService.createEntry. |
| 8 | Office staff can verify a remittance by entering their counted total | VERIFIED | verifyRemittance in remittance-service.ts: accepts verifiedTotal, creates VERIFIED status, sets verifiedById/verifiedAt/verifiedTotal. |
| 9 | Remittance verification creates JE: DR 1010 Cash on Hand, CR 1030 Cash in Transit | VERIFIED | remittance-service.ts lines 157-243: finds accounts 1010 and 1030, builds balanced JE DR 1010 / CR 1030, calls JournalEntryService.createEntry. |
| 10 | Variance is recorded but does NOT block remittance | VERIFIED | remittance-service.ts line 154: variance = verifiedTotal.minus(collectedTotal). Stored on remittance record. No throw on variance. |
| 11 | Collector can only collect from subscribers in their assigned zones | VERIFIED | recordCollection lines 133-143: zoneAssignment.findFirst where userId=collectorId and zoneId=subscriber.zoneId - throws if not found. |
| 12 | Daily collection summary shows per-collector totals | VERIFIED | getDailyCollectionSummary in collection-report-service.ts: aggregates by collectorId, returns collected/remitted/variance totals. API at /api/reports/collections. |
| 13 | Collector balances are derived from transactions, never stored | VERIFIED | collection-report-service.ts confirms derivation from transactions. No balance field on Collection or Remittance models. |
| 14 | Staff can create a support ticket with subject, description, priority, and category | VERIFIED | createTicket in ticket-service.ts: requires subject, description, categoryId; priority defaults to MEDIUM. API at POST /api/tickets. |
| 15 | Tickets follow lifecycle: OPEN -> ASSIGNED -> RESOLVED -> CLOSED | VERIFIED | VALID_TICKET_TRANSITIONS guard map (line 38): OPEN->[ASSIGNED,CLOSED], ASSIGNED->[OPEN,RESOLVED], RESOLVED->[CLOSED,OPEN], CLOSED->[] terminal. |
| 16 | Invalid status transitions are rejected | VERIFIED | transitionTicketStatus lines 344-350: looks up VALID_TICKET_TRANSITIONS[currentStatus], throws if newStatus not in allowed list with descriptive error. |
| 17 | Admin can create, update, and deactivate ticket categories | VERIFIED | ticket-category-service.ts: createCategory, updateCategory (accepts isActive for soft-deactivation), listCategories. |
| 18 | Default ISP categories are seeded at tenant creation | VERIFIED | tenant.ts lines 203-211: 6 categories via tx.ticketCategory.createMany inside createTenant transaction. |
| 19 | Tickets with a deactivated category cannot be created | VERIFIED | createTicket lines 141-154: findFirst for category, throws if category is not active. Same check in updateTicket when changing categoryId. |
| 20 | Ticket data is tenant-scoped | VERIFIED | ticket and ticketCategory in TENANT_SCOPED_MODELS with full extension blocks. |
| 21 | Staff can convert a ticket into a job order assigned to a technician | VERIFIED | createJobOrder in job-order-service.ts: validates ticket exists, validates assignee has TECHNICIAN role. API at POST /api/tickets/[id]/job-orders. |
| 22 | One ticket can have multiple job orders (1:many) | VERIFIED | Schema: Ticket.jobOrders JobOrder[]. listJobOrders filters by ticketId. No unique constraint on ticketId. |
| 23 | Job orders follow lifecycle: PENDING -> IN_PROGRESS -> COMPLETED (or CANCELLED) | VERIFIED | VALID_JO_TRANSITIONS guard map (line 40): PENDING->[IN_PROGRESS,CANCELLED], IN_PROGRESS->[COMPLETED,CANCELLED], COMPLETED/CANCELLED terminal. |
| 24 | Technician can update status of their own assigned job orders | VERIFIED | GET /api/job-orders auto-filters TECHNICIAN-only users via getMyJobOrders. POST /api/job-orders/[id]/status uses withPermission with CASL condition assignedToId=userId. |
| 25 | When ALL non-cancelled job orders are COMPLETED, ticket auto-resolves | VERIFIED | checkTicketAutoResolve (ticket-service.ts line 387): counts non-CANCELLED orders, if all COMPLETED calls resolveTicket. Triggered from updateJobOrderStatus. |
| 26 | When ALL job orders are CANCELLED, ticket reverts to OPEN | VERIFIED | checkTicketRevertToOpen (ticket-service.ts line 423): if all CANCELLED and ticket is ASSIGNED, calls transitionTicketStatus(OPEN). |
| 27 | Creating first job order on OPEN ticket transitions ticket to ASSIGNED | VERIFIED | createJobOrder lines 203-206: if ticket.status === TicketStatus.OPEN then await transitionTicketStatus to ASSIGNED. |
| 28 | Job completion includes outcome notes and completion date | VERIFIED | updateJobOrderStatus lines 262-274: COMPLETED requires outcomeNotes (throws if missing), sets completedAt = new Date() and outcomeNotes. |
| 29 | Admin can create technician profiles with contact info, skills, zone, and compensation model | VERIFIED | createTechnicianProfile: accepts phone, skills[], zoneId, compensationModel, monthlySalary. Validates TECHNICIAN role. API at POST /api/technicians. |
| 30 | Admin can configure flat per-job compensation rates by job type at tenant level | VERIFIED | JobTypeRate model with @@unique([tenantId, jobType]). API at GET/POST /api/job-type-rates and PUT /api/job-type-rates/[id]. |
| 31 | System supports hybrid compensation: base salary PLUS per-job bonuses | VERIFIED | CompensationModel: PER_JOB/SALARY/HYBRID. getCompensationSummary lines 177-185: HYBRID gets baseSalary=monthlySalary and jobBonusTotal from completed jobs. |
| 32 | Only COMPLETED job orders count toward per-job compensation | VERIFIED | compensation-service.ts line 167: status: JobOrderStatus.COMPLETED filter on jobOrder query. PENDING/IN_PROGRESS/CANCELLED excluded. |
| 33 | Missing job type rate defaults to 0 bonus (not error) | VERIFIED | calculateJobBonus line 108: rateMap.get(job.jobType) with Decimal(0) nullish fallback - no throw on missing key. |
| 34 | Compensation summary shows per-technician totals | VERIFIED | getCompensationSummary returns TechnicianCompensationSummary[] with baseSalary, jobBonusTotal, totalCompensation, completedJobCount. API at GET /api/reports/compensation. |
| 35 | Compensation summary supports drill-down to job-by-job detail | VERIFIED | getTechnicianCompensationDetail returns jobs: JobCompensationDetail[] with per-job orderNumber, jobType, completedAt, rate. API at GET /api/technicians/[id]/compensation. |
Score: 35/35 truths verified
Required Artifacts
Plan 03-01: Zone Management
| Artifact | Expected | Status | Details |
|---|---|---|---|
| src/lib/services/zone-service.ts | Zone CRUD + collector scoping | VERIFIED | 376 lines, 10 exported functions |
| src/app/api/zones/route.ts | GET list + POST create | VERIFIED | withPermission wired, calls listZones/createZone |
| src/app/api/zones/[id]/route.ts | GET single + PUT update | VERIFIED | Wired to getZone/updateZone |
| src/app/api/zones/[id]/subscribers/route.ts | POST assign + DELETE remove | VERIFIED | Exists |
| src/app/api/collectors/[id]/subscribers/route.ts | GET collector-scoped list | VERIFIED | Self-access enforcement + zone boundary |
| src/lib/tests/zone-service.test.ts | Integration tests | VERIFIED | 618 lines, 109 test blocks |
| prisma/migrations/20260305000000_add_zones/migration.sql | Zone migration | VERIFIED | Exists |
Plan 03-02: Collector Field Collection and Remittance
| Artifact | Expected | Status | Details |
|---|---|---|---|
| src/lib/services/collector-service.ts | recordCollection, voidCollection, getCollectionHistory | VERIFIED | 476 lines, FIFO + zone enforcement + JE |
| src/lib/services/remittance-service.ts | createRemittance, verifyRemittance, listRemittances | VERIFIED | 310 lines, two-party verification + JE |
| src/lib/services/collection-report-service.ts | getDailyCollectionSummary, getCollectorCollectionDetail | VERIFIED | Full implementation, balances derived from transactions |
| src/app/api/collections/route.ts | POST/GET | VERIFIED | Wired to recordCollection/getCollectionHistory |
| src/app/api/collections/[id]/void/route.ts | POST void | VERIFIED | Exists |
| src/app/api/remittances/route.ts | POST/GET | VERIFIED | Wired to createRemittance/listRemittances |
| src/app/api/remittances/[id]/verify/route.ts | POST verify | VERIFIED | Wired to verifyRemittance |
| src/app/api/reports/collections/route.ts | GET daily summary | VERIFIED | Exists |
| src/lib/tests/collector-service.test.ts | Integration tests | VERIFIED | 633 lines, 119 test blocks |
| src/lib/tests/remittance-service.test.ts | Integration tests | VERIFIED | 389 lines, 63 test blocks |
| prisma/migrations/20260304234448_add_collections_remittances/migration.sql | Collections migration | VERIFIED | Exists |
Plan 03-03: Ticketing System
| Artifact | Expected | Status | Details |
|---|---|---|---|
| src/lib/services/ticket-service.ts | createTicket, transitionTicketStatus, resolveTicket, checkTicketAutoResolve, checkTicketRevertToOpen | VERIFIED | 492 lines, all functions present and wired |
| src/lib/services/ticket-category-service.ts | createCategory, updateCategory, listCategories | VERIFIED | Full implementation with isActive support |
| src/app/api/tickets/route.ts | GET + POST | VERIFIED | withPermission on Ticket subject |
| src/app/api/tickets/[id]/status/route.ts | POST transition | VERIFIED | Exists |
| src/app/api/ticket-categories/route.ts | GET + POST | VERIFIED | Exists |
| src/app/api/ticket-categories/[id]/route.ts | PUT update | VERIFIED | Exists |
| src/lib/tests/ticket-service.test.ts | Integration tests | VERIFIED | 551 lines, 122 test blocks |
| Default categories in src/lib/tenant.ts | 6 ISP categories at tenant creation | VERIFIED | Lines 203-211, inside createTenant transaction |
| prisma/migrations/20260304233528_add_tickets/migration.sql | Tickets migration | VERIFIED | Exists |
Plan 03-04: Job Orders
| Artifact | Expected | Status | Details |
|---|---|---|---|
| src/lib/services/job-order-service.ts | createJobOrder, updateJobOrderStatus, getMyJobOrders | VERIFIED | 469 lines, all 6 functions real |
| src/app/api/tickets/[id]/job-orders/route.ts | POST create from ticket | VERIFIED | Exists |
| src/app/api/job-orders/route.ts | GET with TECHNICIAN auto-filter | VERIFIED | TECHNICIAN role auto-filter implemented |
| src/app/api/job-orders/[id]/status/route.ts | POST status update | VERIFIED | withPermission on JobOrder, calls updateJobOrderStatus |
| src/lib/tests/job-order-service.test.ts | Integration tests | VERIFIED | 619 lines, 116 test blocks |
| prisma/migrations/20260304235859_add_job_orders/migration.sql | Job orders migration | VERIFIED | Exists |
Plan 03-05: Technician Management and Compensation
| Artifact | Expected | Status | Details |
|---|---|---|---|
| src/lib/services/technician-service.ts | Full CRUD for TechnicianProfile | VERIFIED | Validates TECHNICIAN role, handles all 3 compensation models |
| src/lib/services/compensation-service.ts | getCompensationSummary, getTechnicianCompensationDetail | VERIFIED | 315 lines, all 3 models, missing-rate-defaults-to-0 |
| src/app/api/technicians/route.ts | GET + POST | VERIFIED | withPermission on TechnicianProfile subject |
| src/app/api/technicians/[id]/compensation/route.ts | GET job-by-job detail | VERIFIED | Wired to getTechnicianCompensationDetail |
| src/app/api/job-type-rates/route.ts | GET + POST | VERIFIED | Exists |
| src/app/api/job-type-rates/[id]/route.ts | PUT update | VERIFIED | Exists |
| src/app/api/reports/compensation/route.ts | GET summary report | VERIFIED | Wired to getCompensationSummary with date range params |
| src/lib/tests/compensation-service.test.ts | Integration tests | VERIFIED | 826 lines, 121 test blocks |
| prisma/migrations/20260305000851_add_technician_profiles/migration.sql | Technician migration | VERIFIED | Exists |
Key Link Verification
| From | To | Via | Status | Details |
|---|---|---|---|---|
| collectors/[id]/subscribers route | getCollectorSubscribers | import line 4 | VERIFIED | Zone boundary enforced - throws on empty assignments |
| recordCollection | JournalEntryService | JournalEntryService.createEntry | VERIFIED | DR 1030 / CR 1100 lines built before call |
| verifyRemittance | JournalEntryService | JournalEntryService.createEntry | VERIFIED | DR 1010 / CR 1030 lines built before call |
| variance calculation | remittance record | variance = verifiedTotal.minus(collectedTotal) | VERIFIED | Stored, non-blocking |
| createTicket | category active check | findFirst + !category.isActive throw | VERIFIED | Enforced at service layer |
| tenant.ts createTenant | ticket category seed | tx.ticketCategory.createMany | VERIFIED | Inside transaction, 6 categories |
| createJobOrder | ticket OPEN->ASSIGNED | transitionTicketStatus call lines 203-206 | VERIFIED | Conditional on ticket.status === OPEN |
| updateJobOrderStatus COMPLETED | checkTicketAutoResolve | direct call line 300 | VERIFIED | Called after status update |
| updateJobOrderStatus CANCELLED | checkTicketRevertToOpen | direct call line 303 | VERIFIED | Called after status update |
| resolveTicket | idempotent guard | ticket.status === RESOLVED early return | VERIFIED | Returns silently if already RESOLVED |
| getCompensationSummary | COMPLETED jobs only | status: JobOrderStatus.COMPLETED filter | VERIFIED | Non-COMPLETED excluded |
| calculateJobBonus | missing rate = 0 | rateMap.get(jobType) with Decimal(0) fallback | VERIFIED | No throw on unknown job type |
| All Phase 3 models | tenant scoping | TENANT_SCOPED_MODELS | VERIFIED | All 11 Phase 3 models in array (prisma-tenant.ts line 33) |
| COLLECTOR role | zone permission | can(read,Zone) + data-layer enforcement | VERIFIED | permissions.ts line 80 |
| TECHNICIAN role | own job orders | can(read/update,JobOrder) with assignedToId condition | VERIFIED | permissions.ts lines 92-93 |
Requirements Coverage
| Requirement | Status | Blocking Issue |
|---|---|---|
| COLL-01: Collector logs field cash collection | SATISFIED | None |
| COLL-02: FIFO invoice allocation on collection | SATISFIED | None |
| COLL-03: Collection JE DR 1030 / CR 1100 | SATISFIED | None |
| COLL-04: Remittance creation by collector | SATISFIED | None |
| COLL-05: Office staff verifies remittance with counted total | SATISFIED | None |
| COLL-06: Variance recorded, non-blocking | SATISFIED | None |
| TICK-01: Staff creates ticket with subject/description/priority/category | SATISFIED | None |
| TICK-02: Ticket lifecycle OPEN->ASSIGNED->RESOLVED->CLOSED | SATISFIED | None |
| TICK-03: Invalid transitions rejected | SATISFIED | None |
| TICK-04: Admin manages ticket categories (create/update/deactivate) | SATISFIED | None |
| TICK-05: Deactivated category rejected at ticket creation | SATISFIED | None |
| TECH-01: Convert ticket to job order assigned to technician | SATISFIED | None |
| TECH-02: Ticket auto-resolves when all non-cancelled jobs COMPLETED | SATISFIED | None |
| TECH-03: Technician self-service status update on own orders | SATISFIED | None |
| TECH-04: Compensation calculation (PER_JOB/SALARY/HYBRID) | SATISFIED | None |
Anti-Patterns Found
| File | Pattern | Severity | Impact |
|---|---|---|---|
| src/app/api/collections/route.ts | Uses Subscriber as CASL permission subject for collection endpoints | Info | COLLECTORs have create/read Subscriber permission so access is correct. Collection is not in AppSubjects. No functional impact - minor permission naming imprecision only. |
| src/app/api/remittances/route.ts | Uses Subscriber as CASL permission subject for remittance endpoints | Info | Same as above. Non-blocking. |
No blocking anti-patterns. No TODOs, no placeholder returns, no empty handlers, no stub implementations anywhere in the phase.
Human Verification Required
None. All behaviors are verifiable through static code inspection:
- Guard map transitions are exhaustive enum-keyed records
- JE account codes are explicitly referenced as string literals (1030, 1100, 1010)
- Zone boundary is enforced by throw, not silent empty return
- Tenant scoping covers all 11 Phase 3 models
- Test files total 3,636 lines across 6 test suites with 541+ test blocks
Overall Assessment
Phase 3 goal is fully achieved. All five operational modules are implemented with real, wired, non-stub logic.
Zones and collector routing (03-01): Zone model with tenant scoping, ZoneAssignment join table, Subscriber.zoneId FK, and security boundary that throws on unassigned collector access.
Field collections and remittance verification (03-02): FIFO collection allocation with DR 1030 / CR 1100 journal entries, two-party remittance verification with DR 1010 / CR 1030, non-blocking variance recording, balances derived and never stored.
Support ticketing (03-03): VALID_TICKET_TRANSITIONS guard map, idempotent resolveTicket preventing race conditions, deactivated-category rejection, 6 default ISP categories seeded at tenant creation.
Job orders (03-04): VALID_JO_TRANSITIONS guard map, bidirectional ticket sync (auto-resolve on all COMPLETED, revert-to-OPEN on all CANCELLED), TECHNICIAN self-service auto-filter, outcomeNotes required for COMPLETED.
Technician compensation (03-05): TechnicianProfile with CompensationModel (PER_JOB/SALARY/HYBRID), JobTypeRate per-job rates, missing-rate-defaults-to-0 edge case handled, compensation summary and job-by-job detail drill-down.
One minor observation: collection and remittance API routes use Subscriber as CASL permission subject instead of dedicated Collection/Remittance subjects. This is functionally correct but slightly imprecise in permission naming. It does not block any goal.
Verified: 2026-03-05 Verifier: Claude (gsd-verifier)