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

phase, verified, status, score, re_verification

phase	verified	status	score	re_verification
05-visibility-and-client-portal	2026-03-05T19:30:00Z	passed	7/7 must-haves verified	previous_status previous_score audit_findings gaps_closed gaps_remaining regressions passed 5/5 6 models missing from TENANT_SCOPED_MODELS (fixed in 05-06) CASL subject naming for collection/remittance routes (fixed in 05-06) E2E test coverage gaps for inventory/expense and portal ticket flows (fixed in 05-07) Phase 2 VERIFICATION.md outdated (fixed in 05-07) All 6 missing models registered in TENANT_SCOPED_MODELS with complete extends query blocks Collection and Remittance API routes use dedicated CASL subjects E2E tests cover inventory/expense and portal ticket workflows (21 tests across 5 workflows) Phase 2 VERIFICATION.md corrected to passed 5/5

Phase 5: Visibility and Client Portal Verification Report

Phase Goal: The ISP owner can see the complete financial and operational picture on a single dashboard; subscribers can log in to view their bills, payment history, and plan details, and submit tickets; and the full system is covered by integration and end-to-end tests on critical workflows. Verified: 2026-03-05T19:30:00Z Status: PASSED Re-verification: Yes -- after milestone audit gap closure (plans 05-06 and 05-07)

Goal Achievement

Observable Truths

#	Truth	Status	Evidence
1	Dashboard shows revenue today/month, overdue count, outstanding amount, subscriber breakdown, cash flow summary	VERIFIED	DashboardService (424 lines) with 6 methods. GET /api/dashboard returns composite. Regression check: file unchanged, still substantive.
2	Subscriber can log in to portal and view bill, balance, payment history, plan details -- scoped to own account	VERIFIED	PortalService (123 lines), withPortalAuth middleware (64 lines). Regression check: files unchanged, still substantive.
3	Subscriber can submit a support ticket and it appears in staff ticket queue	VERIFIED	PortalTicketService (283 lines). Regression check: file unchanged. NEW: E2E Workflow 5 explicitly tests portal ticket to staff queue flow (lines 846-919).
4	All API endpoints have integration tests asserting RBAC enforcement for authorized/unauthorized roles	VERIFIED	api-rbac.test.ts (851 lines, 43 tests). Regression check: file unchanged, still substantive.
5	Critical workflows pass end-to-end tests (billing, collection/remittance, ticket/job-order, inventory/expense, portal ticket)	VERIFIED	e2e-workflows.test.ts (919 lines, 21 tests across 5 workflows). Extended from 16 to 21 tests in plan 05-07.
6	All tenant-scoped models have application-layer tenant isolation via TENANT_SCOPED_MODELS and extends query blocks	VERIFIED	prisma-tenant.ts (2517 lines) has 28 models in TENANT_SCOPED_MODELS array. All 6 previously missing models have complete extends blocks.
7	Collection and remittance routes use dedicated CASL subjects with proper role permissions	VERIFIED	types.ts has Collection and Remittance in AppSubjects. permissions.ts grants OFFICE_STAFF manage and COLLECTOR create/read for both. Zero matches for withPermission Subscriber in collections/ or remittances/ routes.

Score: 7/7 truths verified

Required Artifacts (Gap Closure)

Artifact	Expected	Status	Details
src/lib/prisma-tenant.ts	28 models with extends blocks	VERIFIED	2517 lines. 28 entries in TENANT_SCOPED_MODELS. Extends blocks at lines 1900, 1996, 2092, 2188, 2284, 2380.
src/lib/casl/types.ts	Collection and Remittance in AppSubjects	VERIFIED	Lines 16-17: Collection and Remittance present in union type.
src/lib/casl/permissions.ts	Collection/Remittance rules for OFFICE_STAFF and COLLECTOR	VERIFIED	Lines 70-71 and 95-99.
src/app/api/collections/route.ts	Uses Collection CASL subject	VERIFIED	POST=create/Collection, GET=read/Collection
src/app/api/collections/[id]/route.ts	Uses Collection CASL subject	VERIFIED	GET=read/Collection
src/app/api/collections/[id]/void/route.ts	Uses Collection CASL subject	VERIFIED	update/Collection
src/app/api/remittances/route.ts	Uses Remittance CASL subject	VERIFIED	POST=create/Remittance, GET=read/Remittance
src/app/api/remittances/[id]/verify/route.ts	Uses Remittance CASL subject	VERIFIED	update/Remittance
src/app/api/reports/collections/route.ts	Uses Collection CASL subject	VERIFIED	GET=read/Collection
src/lib/tests/integration/e2e-workflows.test.ts	5 workflows	VERIFIED	919 lines, 21 tests, 5 describe blocks.
.planning/phases/02-subscriber-and-billing-core/02-VERIFICATION.md	status: passed, score: 5/5	VERIFIED	Frontmatter confirmed.

Required Artifacts (Original - Regression Check)

Artifact	Expected	Status	Details
src/lib/services/dashboard-service.ts	Dashboard metric aggregation	VERIFIED	424 lines, unchanged
src/app/api/dashboard/route.ts	Dashboard API endpoint	VERIFIED	exists
src/lib/services/portal-service.ts	Subscriber-scoped data retrieval	VERIFIED	123 lines, unchanged
src/lib/middleware/portal-auth.ts	Portal auth middleware	VERIFIED	64 lines, unchanged
src/lib/services/portal-ticket-service.ts	Portal ticket creation + threads	VERIFIED	283 lines, unchanged
src/lib/tests/integration/api-rbac.test.ts	RBAC integration tests	VERIFIED	851 lines, unchanged

Key Link Verification (Gap Closure)

From	To	Via	Status	Details
prisma-tenant.ts	expense model queries	extends block at line 1900	WIRED	All query methods inject tenantId
prisma-tenant.ts	expenseCategory model queries	extends block at line 1996	WIRED	Full 14-method override set
prisma-tenant.ts	inventoryItem model queries	extends block at line 2092	WIRED	Full 14-method override set
prisma-tenant.ts	stockMovement model queries	extends block at line 2188	WIRED	Full 14-method override set
prisma-tenant.ts	vendor model queries	extends block at line 2284	WIRED	Full 14-method override set
prisma-tenant.ts	ticketComment model queries	extends block at line 2380	WIRED	Full 14-method override set
collections/route.ts	CASL permissions.ts	withPermission create/read Collection	WIRED	Zero Subscriber references remain
remittances/route.ts	CASL permissions.ts	withPermission create/read Remittance	WIRED	Zero Subscriber references remain
e2e-workflows.test.ts	InventoryService	import + registerItem + recordMovement calls	WIRED	Lines 49, 707, 720
e2e-workflows.test.ts	ExpenseService	import + createCategory + createExpense calls	WIRED	Lines 50, 777, 785
e2e-workflows.test.ts	createPortalTicket	import + function call	WIRED	Lines 51, 864
e2e-workflows.test.ts	listTickets (staff view)	import + function call	WIRED	Lines 43, 880

Anti-Patterns Found

File	Line	Pattern	Severity	Impact
None	-	-	-	No new anti-patterns introduced by gap closure plans

Human Verification Required

1. Portal Login Flow

Test: Navigate to portal login page, enter subscriber account number and password, verify session persists Expected: Subscriber sees their account overview with plan details, balance, billing day Why human: Auth flow requires browser session, NextAuth redirect handling

2. Dashboard Visual Layout

Test: Log in as admin, navigate to dashboard page Expected: All 5 metric sections render with real data, no layout breaks Why human: Phase 5 built the API layer only -- dashboard UI consumption needs frontend verification

3. Portal Ticket Submission UX

Test: As a subscriber, submit a ticket through the portal UI, then log in as staff and check ticket queue Expected: Ticket appears in staff queue with SUBSCRIBER source label Why human: End-to-end browser flow crossing two auth contexts

Gaps Summary

No gaps remain. All four issues identified by the milestone audit have been verified as resolved:

1. Tenant scoping (P0 security): All 28 tenant-scoped models now have complete extends query blocks in prisma-tenant.ts. The 6 previously missing models (expense, expenseCategory, inventoryItem, stockMovement, vendor, ticketComment) each have 14 query method overrides injecting tenantId.

2. CASL subject naming: Collection and Remittance are now first-class CASL subjects. All 8 collection/remittance route files use their dedicated subjects. Zero references to Subscriber remain in those routes. Role permissions are correctly assigned (OFFICE_STAFF: manage, COLLECTOR: create/read).

3. E2E test coverage: e2e-workflows.test.ts expanded from 3 workflows (16 tests) to 5 workflows (21 tests). Workflow 4 covers inventory receiving with JE posting and expense recording with auto-post JE, both verified against trial balance. Workflow 5 covers portal ticket creation with shadow user bridge and staff queue visibility.

4. Phase 2 VERIFICATION.md: Corrected from gaps_found (4/5) to passed (5/5), accurately reflecting the billing-service.ts fix that was applied earlier.

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Verified: 2026-03-05T19:30:00Z Verifier: Claude (gsd-verifier)