f977e6a211
Tasks completed: 2/2 - Add inventory/expense and portal ticket E2E workflows (21 tests total) - Correct Phase 2 VERIFICATION.md status to passed (5/5) SUMMARY: .planning/phases/05-visibility-and-client-portal/05-07-SUMMARY.md Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
96 lines
3.7 KiB
Markdown
96 lines
3.7 KiB
Markdown
---
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phase: 05-visibility-and-client-portal
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plan: 07
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subsystem: testing
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tags: [e2e, integration, inventory, expense, portal-ticket, journal-entry, trial-balance]
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# Dependency graph
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requires:
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- phase: 04-inventory-expenses-reports
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provides: "InventoryService, ExpenseService with JE posting"
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- phase: 05-visibility-and-client-portal
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provides: "PortalTicketService with ensurePortalUser shadow user bridge"
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- phase: 02-subscriber-and-billing-core
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provides: "billing-service.ts invoice generation (status=SENT fix)"
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provides:
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- "E2E test coverage for inventory receiving -> expense recording -> trial balance workflow"
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- "E2E test coverage for portal ticket creation -> staff queue visibility workflow"
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- "Corrected Phase 2 VERIFICATION.md reflecting fixed billing gap"
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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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- "E2E workflow tests exercise services directly (not HTTP) with real DB"
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- "Trial balance verification pattern: debits === credits > 0 after each workflow"
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key-files:
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created: []
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modified:
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- "src/lib/__tests__/integration/e2e-workflows.test.ts"
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- ".planning/phases/02-subscriber-and-billing-core/02-VERIFICATION.md"
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key-decisions:
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- "Inventory E2E uses BATCH tracking type with RECEIVED movement to WAREHOUSE"
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- "Expense E2E uses custom category mapped to account 5040 with CASH payment method"
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- "Portal ticket E2E verifies shadow user creation with CLIENT role and portal email convention"
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patterns-established:
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- "Workflow 4 pattern: registerItem -> recordMovement(RECEIVED) -> verify JE balanced"
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- "Workflow 5 pattern: createPortalTicket -> verify source=SUBSCRIBER -> listTickets (staff view)"
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# Metrics
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duration: 5min
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completed: 2026-03-05
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---
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# Phase 5 Plan 7: Gap Closure E2E Tests and Phase 2 Verification Correction Summary
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**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**
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## Performance
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- **Duration:** 5 min
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- **Started:** 2026-03-05T10:22:16Z
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- **Completed:** 2026-03-05T10:27:33Z
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- **Tasks:** 2
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- **Files modified:** 2
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## Accomplishments
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- 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
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- 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
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- Corrected Phase 2 VERIFICATION.md from gaps_found (4/5) to passed (5/5), reflecting the billing-service.ts fix that was applied earlier
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Add inventory/expense and portal ticket E2E workflows** - `f0d2725` (feat)
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2. **Task 2: Correct Phase 2 VERIFICATION.md status** - `a0ea504` (docs)
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## Files Created/Modified
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- `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
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- `.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
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## Decisions Made
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None - followed plan as specified.
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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 E2E test gaps from the milestone audit are now closed
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- Phase 2 verification document accurately reflects the system state
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- Full test suite: 533 tests passing across 26 test files
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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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