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

phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, patterns-established, duration, completed

phase	plan	subsystem	tags	requires	provides	affects	tech-stack	key-files	key-decisions	patterns-established	duration	completed
05-visibility-and-client-portal	07	testing	e2e integration inventory expense portal-ticket journal-entry trial-balance	phase provides 04-inventory-expenses-reports InventoryService, ExpenseService with JE posting phase provides 05-visibility-and-client-portal PortalTicketService with ensurePortalUser shadow user bridge phase provides 02-subscriber-and-billing-core billing-service.ts invoice generation (status=SENT fix)	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		added patterns E2E workflow tests exercise services directly (not HTTP) with real DB Trial balance verification pattern: debits === credits > 0 after each workflow	created modified src/lib/__tests__/integration/e2e-workflows.test.ts .planning/phases/02-subscriber-and-billing-core/02-VERIFICATION.md	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	Workflow 4 pattern: registerItem -> recordMovement(RECEIVED) -> verify JE balanced Workflow 5 pattern: createPortalTicket -> verify source=SUBSCRIBER -> listTickets (staff view)	5min	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

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Phase: 05-visibility-and-client-portal Completed: 2026-03-05