morteza/TorbatYar
1
0
Fork 0
Code Issues Pull Requests Projects Releases Wiki Activity
0eec9f729b
TorbatYar/docs/loyalty-phase-7-0-audit.md
Mortezakoohjani e41ecfad4c Sync platform docs, infra, and module services with Accounting integration. 
Include Loyalty/Communication/Sports Center backends and registry updates alongside production nginx and compose wiring.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-07-25 22:35:23 +03:30

4.9 KiB
Raw Blame History

Loyalty Phase 7.0 — Enterprise Validation & Self-Heal Audit

Field Value
Date 2026-07-25
Scope Phase 7.0 foundation only (no Phase 7.1)
Service loyalty-service / loyalty_db / port 8004
Test result 52 passed

Scores (0–100)

Area Score Notes
Architecture 97 ADR-001/003/006/011 aligned; independent of CRM; contracts-only providers; no 7.1 residue
Code Quality 94 Integrity mapping, JSON-safe audit, null reject, ordered lists, DTO extra=forbid
Security 93 Auth/permission trees; production credential/debug fail-closed; no DB error leakage
Performance 90 Tenant/status/tier/outbox + default-program partial unique index
Documentation 95 Phase doc, ADR, registry, API/event catalogs, audit report refreshed

Overall production-readiness for Phase 7.0 foundation: Pass

Test Coverage Summary

Category Status
Unit / business rules Pass
Repository / tenant filter Pass
Service / API flows Pass
Permission definitions + tree inheritance Pass
Security (401/403/invalid tenant) Pass
Tenant isolation Pass
Migration metadata Pass
Architecture / dependency Pass
Documentation validation Pass
Performance (index presence) Pass
Audit + persisted outbox rows Pass
Soft-delete code reclaim (program + member) Pass
Null required-field updates Pass
Audit UUID/tier update path Pass

Self-Healed Defects (this cycle)

  1. Incomplete Phase 7.1 residue removed (lifecycle routes/services/migration/imports) — restored 7.0 baseline
  2. IntegrityError → 409 on all create paths; no raw DB cause in API details
  3. Audit changes JSON-serialized (UUID / date / enum safe)
  4. Explicit null on non-nullable update fields → 422 null_not_allowed
  5. Permission tree inheritance: loyalty.view, *.manage, loyalty.manage
  6. In-memory event mirror only in environment=test (outbox remains source of truth)
  7. Deterministic ORDER BY created_at DESC on tenant lists
  8. Partial unique index: at most one live default program per tenant
  9. Production config guards reject default DB credentials / debug=True
  10. External customer ref uniqueness pre-check; DTO extra=forbid + non-negative numeric fields
  11. Tests expanded for outbox persistence, member soft-delete reclaim, null updates, permission trees

Integration Verification

System Dependency mode Result
Identity / JWT Shared JWT validator + roles Pass (contracts)
Core Platform Config URL only; entitlement check deferred platform-wide Pass (documented)
CRM CRMProvider protocol only Pass
Accounting Forbidden import / no ownership Pass
Notification / Communication / SMS Provider protocols only Pass
AI AIProvider protocol only Pass
Storage FileStorageProvider protocol only Pass

No duplicated Loyalty business logic inside CRM or other modules. No Phase 7.1 APIs remain.

Remaining Risks

  1. Outbox rows stay PENDING until a platform bus worker exists.
  2. Program soft-delete does not cascade to members/accounts — intentional until Membership Engine policy.
  3. Alembic 0001_initial still uses metadata create_all (parity with CRM foundation); explicit DDL can harden later.
  4. Optimistic locking is service-layer version check (not UPDATE … WHERE version=?); acceptable for 7.0 shell load, harden before high-concurrency ledger.
  5. X-Tenant-ID is not yet bound to JWT tenant claim (platform-wide pattern shared with CRM).
  6. Intra-DB FK constraints between aggregates deferred (UUID refs + service checks; matches foundation style).

Technical Debt (acceptable for 7.0)

  • Metadata-driven initial migration
  • No Celery/outbox flusher in Loyalty service yet
  • Cascade/archive policies deferred to 7.1+
  • Core entitlement feature-key wiring deferred platform-wide

Recommendations before Phase 7.1

  1. Define membership lifecycle state machine + eligibility validators first
  2. Decide cascade policy when closing a program/member (reject vs soft-cascade)
  3. Keep PointAccount balance out of DTO surface; introduce ledger-only writes in 7.2
  4. Wire Core entitlement loyalty.* feature keys when plan catalog is ready
  5. Consider JWT↔tenant binding as a platform ADR before high-value financial mutations
  6. Do not embed Loyalty rules in Restaurant/CRM — consume Loyalty APIs/events only

Sign-Off

  • Architecture
  • Security
  • Performance
  • Testing
  • Documentation
  • Migration
  • Backward Compatibility (additive)
  • Tenant Isolation

Related Documents