NetForge/.planning/phases/03-operational-modules/03-04-SUMMARY.md

---
phase: 03-operational-modules
plan: "04"
subsystem: api
tags: [prisma, postgresql, job-orders, tickets, technician, lifecycle, tenant-isolation]

# Dependency graph
requires:
  - phase: 03-03
    provides: Ticket model with lifecycle (OPEN/ASSIGNED/RESOLVED/CLOSED), resolveTicket, transitionTicketStatus
provides:
  - JobOrder model with 1:many ticket relation and PENDING/IN_PROGRESS/COMPLETED/CANCELLED lifecycle
  - createJobOrder with OPEN->ASSIGNED auto-transition
  - updateJobOrderStatus with guard map + ticket sync (auto-resolve, revert-to-open)
  - Ticket auto-resolve when all non-cancelled job orders COMPLETED
  - Ticket revert-to-OPEN when all job orders CANCELLED
  - Technician self-service status updates (getMyJobOrders)
  - 4 API routes: POST /api/tickets/[id]/job-orders, GET+PUT /api/job-orders/[id], POST /api/job-orders/[id]/status, GET /api/job-orders
  - 17 integration tests: lifecycle, bidirectional sync, partial completion, isolation
affects:
  - 03-05 (if any final operational module uses job orders)
  - Phase 4 (inventory may link to job orders)
  - Phase 5 (reporting may aggregate job order metrics)

# Tech tracking
tech-stack:
  added: []
  patterns:
    - "VALID_JO_TRANSITIONS guard map: same pattern as VALID_TICKET_TRANSITIONS from 03-03"
    - "Bidirectional sync: job order service calls checkTicketAutoResolve/checkTicketRevertToOpen from ticket-service"
    - "TECHNICIAN self-service: getMyJobOrders delegates to listJobOrders with assignedToId filter"
    - "Idempotent ticket resolve: resolveTicket silently no-ops on already-RESOLVED tickets (prevents race conditions)"

key-files:
  created:
    - prisma/migrations/20260304235859_add_job_orders/migration.sql
    - src/lib/services/job-order-service.ts
    - src/app/api/tickets/[id]/job-orders/route.ts
    - src/app/api/job-orders/route.ts
    - src/app/api/job-orders/[id]/route.ts
    - src/app/api/job-orders/[id]/status/route.ts
    - src/lib/__tests__/job-order-service.test.ts
  modified:
    - prisma/schema.prisma
    - src/lib/prisma-tenant.ts
    - src/lib/services/ticket-service.ts

key-decisions:
  - "checkTicketAutoResolve counts non-cancelled jobs: if count > 0 AND all COMPLETED -> resolve; if count == 0 (all cancelled) -> do nothing (checkTicketRevertToOpen handles that path)"
  - "checkTicketRevertToOpen only triggers on ASSIGNED tickets: RESOLVED/CLOSED tickets are not reverted even if all jobs are cancelled"
  - "COMPLETED requires outcomeNotes: validated in service, not API layer — ensures completeness regardless of caller"
  - "JO-NNNN sequential numbering: findFirst with orderBy desc on orderNumber field, same pattern as TKT-NNNN"
  - "TECHNICIAN role auto-filter in GET /api/job-orders: checks !ADMIN && !OFFICE_STAFF to allow staff with both TECHNICIAN and OFFICE_STAFF roles full visibility"
  - "Inline tech2 cleanup in getMyJobOrders test: must delete job orders before deleting user (FK constraint on assignedToId)"

patterns-established:
  - "Job order lifecycle guard map: VALID_JO_TRANSITIONS mirrors VALID_TICKET_TRANSITIONS pattern"
  - "Ticket sync after status change: always call checkTicketAutoResolve (COMPLETED) or checkTicketRevertToOpen (CANCELLED) at end of updateJobOrderStatus"
  - "Outcome notes validation at service layer: error thrown in service, not in API handler"

# Metrics
duration: 6min
completed: 2026-03-05
---

# Phase 3 Plan 04: Job Orders Summary

**JobOrder model (JO-NNNN) with PENDING/IN_PROGRESS/COMPLETED/CANCELLED lifecycle, bidirectional ticket sync (auto-resolve on all complete, revert-to-OPEN on all cancelled), and 17 passing integration tests**

## Performance

- **Duration:** 6 min
- **Started:** 2026-03-04T23:58:04Z
- **Completed:** 2026-03-05T00:04:26Z
- **Tasks:** 2
- **Files modified:** 10

## Accomplishments
- JobOrder model with 1:many ticket relation, sequential JO-NNNN numbering, tenant scoping via full 12-operation extension block
- Job order lifecycle enforced by VALID_JO_TRANSITIONS guard map: PENDING->IN_PROGRESS->COMPLETED(requires outcomeNotes)/CANCELLED
- Bidirectional ticket sync: OPEN->ASSIGNED on first job creation; auto-resolve when all non-cancelled jobs complete; revert-to-OPEN when all jobs cancelled
- 17 integration tests covering full lifecycle, auto-resolve, revert-to-open, partial completion, technician self-service, cross-tenant isolation — all green

## Task Commits

Each task was committed atomically:

1. **Task 1: JobOrder schema, migration, and tenant scoping** - `d59f1d5` (feat)
2. **Task 2: Job order service, ticket sync, API routes, and integration tests** - `86284f1` (feat)

**Plan metadata:** (docs commit below)

## Files Created/Modified
- `prisma/schema.prisma` - Added JobOrderStatus enum, JobOrder model, reverse relations on Ticket and User
- `prisma/migrations/20260304235859_add_job_orders/migration.sql` - Migration adding job_orders table with all indexes
- `src/lib/prisma-tenant.ts` - Added "jobOrder" to TENANT_SCOPED_MODELS with full 12-operation extension block
- `src/lib/services/ticket-service.ts` - Added checkTicketAutoResolve and checkTicketRevertToOpen exports
- `src/lib/services/job-order-service.ts` - Full job order service: createJobOrder, updateJobOrderStatus, updateJobOrder, getJobOrder, listJobOrders, getMyJobOrders
- `src/app/api/tickets/[id]/job-orders/route.ts` - POST endpoint to create job order from ticket
- `src/app/api/job-orders/route.ts` - GET with TECHNICIAN auto-filter
- `src/app/api/job-orders/[id]/route.ts` - GET and PUT for single job order
- `src/app/api/job-orders/[id]/status/route.ts` - POST for technician self-service status updates
- `src/lib/__tests__/job-order-service.test.ts` - 17 integration tests, all passing

## Decisions Made
- checkTicketAutoResolve counts non-cancelled jobs: if count > 0 AND all COMPLETED -> resolve; if count == 0 (all cancelled) -> skip (checkTicketRevertToOpen handles that path)
- checkTicketRevertToOpen only triggers on ASSIGNED tickets: RESOLVED/CLOSED tickets not reverted even if all jobs are cancelled
- COMPLETED requires outcomeNotes: validated in service layer, not API layer, to enforce regardless of caller
- JO-NNNN sequential numbering: same findFirst+orderBy+increment pattern as TKT-NNNN
- TECHNICIAN role auto-filter in GET /api/job-orders: checks !ADMIN && !OFFICE_STAFF to handle users with multiple roles correctly

## Deviations from Plan

### Auto-fixed Issues

**1. [Rule 1 - Bug] Fixed FK constraint error on tech2 user cleanup in test**
- **Found during:** Task 2 (getMyJobOrders test)
- **Issue:** Test created tech2 user and assigned job orders to them; `prisma.user.delete()` failed with FK violation on `JobOrder_assignedToId_fkey`
- **Fix:** Added `prisma.jobOrder.deleteMany({ where: { assignedToId: tech2Id } })` before user delete in cleanup block
- **Files modified:** src/lib/__tests__/job-order-service.test.ts
- **Verification:** All 17 tests pass after fix
- **Committed in:** 86284f1 (Task 2 commit)

---

**Total deviations:** 1 auto-fixed (1 bug — cleanup ordering)
**Impact on plan:** Minimal. FK cleanup ordering is a standard test concern. No scope creep.

## Issues Encountered
None — plan executed cleanly, all tests green on second run after cleanup fix.

## User Setup Required
None - no external service configuration required.

## Next Phase Readiness
- Job order workflow complete and tested; ready for 03-05 (final operational module in Phase 3)
- Ticket bidirectional sync is production-ready: idempotent resolve prevents race conditions, revert-to-open enforces clean lifecycle
- CASL permissions for JobOrder were already defined in 01-04 (TECHNICIAN read/update own, OFFICE_STAFF manage, ADMIN manage all)

---
*Phase: 03-operational-modules*
*Completed: 2026-03-05*