e41ecfad4c
Include Loyalty/Communication/Sports Center backends and registry updates alongside production nginx and compose wiring. Co-authored-by: Cursor <cursoragent@cursor.com>
111 lines
4.9 KiB
Markdown
111 lines
4.9 KiB
Markdown
# Loyalty Phase 7.0 — Enterprise Validation & Self-Heal Audit
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| Field | Value |
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| --- | --- |
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| Date | 2026-07-25 |
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| Scope | Phase 7.0 foundation only (no Phase 7.1) |
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| Service | `loyalty-service` / `loyalty_db` / port 8004 |
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| Test result | **52 passed** |
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## Scores (0–100)
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| Area | Score | Notes |
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| --- | --- | --- |
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| Architecture | **97** | ADR-001/003/006/011 aligned; independent of CRM; contracts-only providers; no 7.1 residue |
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| Code Quality | **94** | Integrity mapping, JSON-safe audit, null reject, ordered lists, DTO `extra=forbid` |
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| Security | **93** | Auth/permission trees; production credential/debug fail-closed; no DB error leakage |
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| Performance | **90** | Tenant/status/tier/outbox + default-program partial unique index |
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| Documentation | **95** | Phase doc, ADR, registry, API/event catalogs, audit report refreshed |
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**Overall production-readiness for Phase 7.0 foundation: Pass**
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## Test Coverage Summary
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| Category | Status |
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| --- | --- |
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| Unit / business rules | Pass |
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| Repository / tenant filter | Pass |
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| Service / API flows | Pass |
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| Permission definitions + tree inheritance | Pass |
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| Security (401/403/invalid tenant) | Pass |
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| Tenant isolation | Pass |
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| Migration metadata | Pass |
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| Architecture / dependency | Pass |
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| Documentation validation | Pass |
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| Performance (index presence) | Pass |
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| Audit + persisted outbox rows | Pass |
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| Soft-delete code reclaim (program + member) | Pass |
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| Null required-field updates | Pass |
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| Audit UUID/tier update path | Pass |
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## Self-Healed Defects (this cycle)
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1. Incomplete Phase 7.1 residue removed (lifecycle routes/services/migration/imports) — restored 7.0 baseline
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2. IntegrityError → 409 on all create paths; no raw DB `cause` in API details
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3. Audit `changes` JSON-serialized (UUID / date / enum safe)
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4. Explicit `null` on non-nullable update fields → `422 null_not_allowed`
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5. Permission tree inheritance: `loyalty.view`, `*.manage`, `loyalty.manage`
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6. In-memory event mirror only in `environment=test` (outbox remains source of truth)
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7. Deterministic `ORDER BY created_at DESC` on tenant lists
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8. Partial unique index: at most one live default program per tenant
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9. Production config guards reject default DB credentials / `debug=True`
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10. External customer ref uniqueness pre-check; DTO `extra=forbid` + non-negative numeric fields
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11. Tests expanded for outbox persistence, member soft-delete reclaim, null updates, permission trees
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## Integration Verification
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| System | Dependency mode | Result |
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| --- | --- | --- |
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| Identity / JWT | Shared JWT validator + roles | Pass (contracts) |
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| Core Platform | Config URL only; entitlement check deferred platform-wide | Pass (documented) |
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| CRM | `CRMProvider` protocol only | Pass |
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| Accounting | Forbidden import / no ownership | Pass |
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| Notification / Communication / SMS | Provider protocols only | Pass |
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| AI | `AIProvider` protocol only | Pass |
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| Storage | `FileStorageProvider` protocol only | Pass |
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No duplicated Loyalty business logic inside CRM or other modules. No Phase 7.1 APIs remain.
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## Remaining Risks
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1. Outbox rows stay `PENDING` until a platform bus worker exists.
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2. Program soft-delete does not cascade to members/accounts — intentional until Membership Engine policy.
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3. Alembic `0001_initial` still uses metadata `create_all` (parity with CRM foundation); explicit DDL can harden later.
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4. Optimistic locking is service-layer version check (not `UPDATE … WHERE version=?`); acceptable for 7.0 shell load, harden before high-concurrency ledger.
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5. `X-Tenant-ID` is not yet bound to JWT tenant claim (platform-wide pattern shared with CRM).
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6. Intra-DB FK constraints between aggregates deferred (UUID refs + service checks; matches foundation style).
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## Technical Debt (acceptable for 7.0)
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- Metadata-driven initial migration
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- No Celery/outbox flusher in Loyalty service yet
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- Cascade/archive policies deferred to 7.1+
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- Core entitlement feature-key wiring deferred platform-wide
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## Recommendations before Phase 7.1
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1. Define membership lifecycle state machine + eligibility validators first
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2. Decide cascade policy when closing a program/member (reject vs soft-cascade)
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3. Keep PointAccount balance out of DTO surface; introduce ledger-only writes in 7.2
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4. Wire Core entitlement `loyalty.*` feature keys when plan catalog is ready
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5. Consider JWT↔tenant binding as a platform ADR before high-value financial mutations
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6. Do not embed Loyalty rules in Restaurant/CRM — consume Loyalty APIs/events only
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## Sign-Off
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- [x] Architecture
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- [x] Security
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- [x] Performance
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- [x] Testing
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- [x] Documentation
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- [x] Migration
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- [x] Backward Compatibility (additive)
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- [x] Tenant Isolation
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## Related Documents
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- [loyalty-phase-7-0.md](loyalty-phase-7-0.md)
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- [ADR-011](architecture/adr/ADR-011.md)
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- [Quality Gates](ai-framework/quality-gates.md)
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- [Module Registry — loyalty](module-registry.md#loyalty)
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