NetForge/.planning/phases/05-visibility-and-client-portal/05-05-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	05	testing	e2e integration billing collection remittance ticket job-order dashboard trial-balance	phase provides 05-01 Dashboard metric aggregation service phase provides 05-02 Portal auth for subscriber identification phase provides 05-03 Ticket submission and comment threads phase provides 02-03 Subscriber service (createSubscriber) phase provides 02-04 Billing service (generateInvoiceForSubscriber) phase provides 02-05 Payment service (recordPayment with FIFO allocation) phase provides 03-01 Collector service (recordCollection with zone enforcement) phase provides 03-02 Remittance service (createRemittance, verifyRemittance) phase provides 03-03 Ticket service (createTicket, transitionTicketStatus) phase provides 03-04 Job order service (createJobOrder, updateJobOrderStatus)	End-to-end workflow tests proving system coherence (INFRA-04) Self-verifying accounting (trial balance balanced after every workflow) Dashboard metric validation from real workflow data		added patterns Sequential e2e test pattern: describe blocks with numbered tests that share state Comprehensive cleanup order covering all 25+ models in correct FK dependency order	created modified src/lib/__tests__/integration/e2e-workflows.test.ts	E2E tests use service functions directly (not HTTP) to test integration layer Tests share state via describe-scoped variables (sequential story pattern) Comprehensive cleanup order handles all subsystems in single afterAll	Integration test directory: src/lib/__tests__/integration/ for cross-service tests	3min	2026-03-05

Phase 5 Plan 5: End-to-End Workflow Tests Summary

16 e2e tests proving billing, collection/remittance, and ticket/job-order workflows integrate correctly with balanced accounting entries and dashboard metrics

Performance

• Duration: 3 min
• Started: 2026-03-05T09:39:35Z
• Completed: 2026-03-05T09:42:20Z
• Tasks: 2
• Files created: 1

Accomplishments

• Billing workflow proven end-to-end: subscriber registration -> invoice generation -> full/partial payment -> balanced trial balance -> dashboard reflects
• Collection/remittance workflow proven: field collection with FIFO allocation -> remittance submission -> office verification -> balanced JEs -> dashboard metrics
• Ticket/job-order workflow proven: ticket creation -> job order assignment -> technician completion -> auto-resolve -> staff close
• Trial balance verified balanced (debits === credits) after every workflow
• Dashboard metrics validated against real workflow data (revenue, subscribers, collections)
• INFRA-04 requirement satisfied: system works as a coherent whole

Task Commits

Each task was committed atomically:

1. Task 1: Billing workflow end-to-end test - abf9ee0 (feat)
2. Task 2: Collection and ticket workflow end-to-end tests - 2482427 (feat)

Files Created/Modified

• src/lib/__tests__/integration/e2e-workflows.test.ts - 685 lines, 16 tests across 3 critical business workflows

Decisions Made

• E2E tests use service functions directly (not HTTP calls) to test the service integration layer
• Collection workflow creates raw invoices via helper (not billing service) to avoid coupling to billing cycle timing
• Shared beforeAll setup creates tenant, COA, users, zone, plan once for all three workflows

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 three critical ISP workflows proven to work end-to-end
• Accounting integrity verified (self-balancing books)
• Ready for 05-04 (if remaining) or phase completion

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