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Tasks completed: 2/2 - Task 1: Billing workflow end-to-end test - Task 2: Collection and ticket workflow end-to-end tests SUMMARY: .planning/phases/05-visibility-and-client-portal/05-05-SUMMARY.md Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
113 lines
4.1 KiB
Markdown
113 lines
4.1 KiB
Markdown
---
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phase: 05-visibility-and-client-portal
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plan: 05
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subsystem: testing
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tags: [e2e, integration, billing, collection, remittance, ticket, job-order, dashboard, trial-balance]
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# Dependency graph
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requires:
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- phase: 05-01
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provides: Dashboard metric aggregation service
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- phase: 05-02
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provides: Portal auth for subscriber identification
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- phase: 05-03
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provides: Ticket submission and comment threads
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- phase: 02-03
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provides: Subscriber service (createSubscriber)
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- phase: 02-04
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provides: Billing service (generateInvoiceForSubscriber)
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- phase: 02-05
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provides: Payment service (recordPayment with FIFO allocation)
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- phase: 03-01
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provides: Collector service (recordCollection with zone enforcement)
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- phase: 03-02
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provides: Remittance service (createRemittance, verifyRemittance)
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- phase: 03-03
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provides: Ticket service (createTicket, transitionTicketStatus)
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- phase: 03-04
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provides: Job order service (createJobOrder, updateJobOrderStatus)
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provides:
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- End-to-end workflow tests proving system coherence (INFRA-04)
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- Self-verifying accounting (trial balance balanced after every workflow)
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- Dashboard metric validation from real workflow data
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affects: []
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# Tech tracking
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tech-stack:
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added: []
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patterns:
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- "Sequential e2e test pattern: describe blocks with numbered tests that share state"
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- "Comprehensive cleanup order covering all 25+ models in correct FK dependency order"
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key-files:
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created:
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- src/lib/__tests__/integration/e2e-workflows.test.ts
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modified: []
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key-decisions:
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- "E2E tests use service functions directly (not HTTP) to test integration layer"
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- "Tests share state via describe-scoped variables (sequential story pattern)"
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- "Comprehensive cleanup order handles all subsystems in single afterAll"
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patterns-established:
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- "Integration test directory: src/lib/__tests__/integration/ for cross-service tests"
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# Metrics
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duration: 3min
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completed: 2026-03-05
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---
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# Phase 5 Plan 5: End-to-End Workflow Tests Summary
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**16 e2e tests proving billing, collection/remittance, and ticket/job-order workflows integrate correctly with balanced accounting entries and dashboard metrics**
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## Performance
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- **Duration:** 3 min
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- **Started:** 2026-03-05T09:39:35Z
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- **Completed:** 2026-03-05T09:42:20Z
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- **Tasks:** 2
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- **Files created:** 1
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## Accomplishments
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- Billing workflow proven end-to-end: subscriber registration -> invoice generation -> full/partial payment -> balanced trial balance -> dashboard reflects
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- Collection/remittance workflow proven: field collection with FIFO allocation -> remittance submission -> office verification -> balanced JEs -> dashboard metrics
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- Ticket/job-order workflow proven: ticket creation -> job order assignment -> technician completion -> auto-resolve -> staff close
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- Trial balance verified balanced (debits === credits) after every workflow
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- Dashboard metrics validated against real workflow data (revenue, subscribers, collections)
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- INFRA-04 requirement satisfied: system works as a coherent whole
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Billing workflow end-to-end test** - `abf9ee0` (feat)
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2. **Task 2: Collection and ticket workflow end-to-end tests** - `2482427` (feat)
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## Files Created/Modified
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- `src/lib/__tests__/integration/e2e-workflows.test.ts` - 685 lines, 16 tests across 3 critical business workflows
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## Decisions Made
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- E2E tests use service functions directly (not HTTP calls) to test the service integration layer
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- Collection workflow creates raw invoices via helper (not billing service) to avoid coupling to billing cycle timing
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- Shared beforeAll setup creates tenant, COA, users, zone, plan once for all three workflows
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## Deviations from Plan
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None - plan executed exactly as written.
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## Issues Encountered
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None.
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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- All three critical ISP workflows proven to work end-to-end
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- Accounting integrity verified (self-balancing books)
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- Ready for 05-04 (if remaining) or phase completion
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---
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*Phase: 05-visibility-and-client-portal*
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*Completed: 2026-03-05*
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