Phase 1: Local End-to-End Testing

• Purpose: Verify Plan 012 pipeline commands work correctly

T-001 - Test seed command

Test that seed command works with lowercase entity input.

• Status: completed
• Priority: P0
• Dependencies: none

Acceptance

• pnpm seed --entity ions succeeds (lowercase normalized to IONS)
• LibSQL lookup tables populated
• Console shows [seed] Completed lookup seeding for IONS

Notes

• Seed is idempotent, safe to re-run

Files

• atlas-ops.db

---

T-002 - Test sync command (all years)

Load historical data from 2023-2026 into DuckDB.

• Status: completed
• Priority: P0
• Dependencies: T-001

Acceptance

• pnpm sync --entity IONS --year 2023 succeeds
• pnpm sync --entity IONS --year 2024 succeeds
• pnpm sync --entity IONS --year 2025 succeeds
• pnpm sync --entity IONS --year 2026 succeeds
• DuckDB int_orders has data for all years
• _pipeline_runs table shows sync records

Notes

• Sync orchestrates: extract → load → validate → transform
• Each year's sync records metadata in _pipeline_runs

Files

• atlas.db
• @source/clean/*.csv

---

T-003 - Test publish command (all months)

Publish all available monthly data to local LibSQL.

• Status: completed
• Priority: P0
• Dependencies: T-002

Acceptance

• Publish succeeds for each month with data
• LibSQL commerce_order table populated
• LibSQL finance_transaction table populated
• _pipeline_runs table shows publish records with row counts

Notes

• Available months: 2025 (6,7,10,11,12), 2026 (1,2,3)
• Month 3 only has 4 orders

Files

• atlas-ops.db

---

T-004 - Test report command (monthly + quarterly)

Generate monthly and quarterly reports.

• Status: completed
• Priority: P0
• Dependencies: T-003

Acceptance

• pnpm report --entity IONS --year 2026 --month 2 --type monthly generates output/monthly/IONS-2026-02.json
• PPTX and PDF files generated for monthly report
• pnpm report --entity IONS --year 2026 --month 1-3 --type quarterly generates output/monthly/IONS-2026-Q1.json
• PPTX and PDF files generated for quarterly report
• _pipeline_runs table shows report records

Notes

• Report orchestrates: format → present
• Quarterly aggregates months 1-3

Files

• output/monthly/IONS-2026-02.json
• output/monthly/IONS-2026-Q1.json

---

T-005 - Test deprecated run command

Verify deprecated run command shows warning.

• Status: completed
• Priority: P1
• Dependencies: T-001

Acceptance

• pnpm pipeline -- run --entity IONS --year 2026 shows deprecation warning
• Warning message says "use sync instead"
• Command still executes (aliased to sync)

Notes

• Backward compatibility test

Files

• None

---

T-006 - Verify metadata and outputs

Check _pipeline_runs table and output files.

• Status: completed
• Priority: P1
• Dependencies: T-004

Acceptance

• _pipeline_runs table has records for all stages (extract, load, validate, transform, publish, report)
• Records have correct status, timestamps, row counts
• Output files exist and are valid JSON/PPTX/PDF

Notes

• Verification queries documented in Progress.md

Files

• atlas.db
• output/monthly/*

---

Phase 2: Documentation Updates

• Purpose: Update @plan/ docs to reflect Plan 012 changes

T-007 - Update state.md

Update project state with Plan 012 completion.

• Status: completed
• Priority: P0
• Dependencies: T-006

Acceptance

• Last Updated and Updated By updated
• Current Phase reflects workflow unification
• @packages/pipeline description updated in Business Packages table
• Pipeline Stages table reflects unified commands
• Plan 012 added to Recent Completed Work
• Key decisions added (frequency-based CLI, metadata tracking, staleness checks)

Files

• @plan/state.md

---

T-008 - Update workflow.md

Update workflow documentation with new commands.

• Status: completed
• Priority: P0
• Dependencies: T-006

Acceptance

• Quick Reference section uses new commands (seed, sync, publish, report)
• Stage 3 Seed command updated from sync:seed to seed
• Report command examples include --type flag

Files

• @plan/workflow.md

---

T-009 - Update quickstart.md

Simplify quickstart with new workflow.

• Status: completed
• Priority: P0
• Dependencies: T-006

Acceptance

• "Running the Full Pipeline" section simplified to 4 commands
• Old 7-step process replaced with seed → sync → publish → report
• Plan list updated to include Plan 012

Files

• @plan/quickstart.md

---

Phase 3: Remote Deployment

• Purpose: Deploy data to Dev and Prod Turso databases

T-010 - Deploy to Dev Turso

Push schema and data to Dev environment.

• Status: completed
• Priority: P0
• Dependencies: T-006

Acceptance

• Schema pushed via drizzle-kit push
• Seed command run against Dev Turso
• All months published to Dev Turso
• Dev dashboard shows data (if accessible)

Notes

• Source credentials from @services/api/.env.dev
• Use DATABASE_URL and TURSO_AUTH_TOKEN env vars

Files

• @services/api/.env.dev

---

T-011 - Deploy to Prod Turso

Push schema and data to Prod environment.

• Status: completed
• Priority: P0
• Dependencies: T-010

Acceptance

• Schema pushed via drizzle-kit push
• Seed command run against Prod Turso
• All months published to Prod Turso
• Prod dashboard shows data (if accessible)

Notes

• Source credentials from @services/api/.env.prod
• User confirmation before prod deployment

Files

• @services/api/.env.prod

---

Phase 4: Commit and Wrap-up

• Purpose: Finalize and commit all changes

T-012 - Commit Plan 012 and 013 changes

Create commit with all pipeline and documentation changes.

• Status: pending
• Priority: P0
• Dependencies: T-007, T-008, T-009, T-011

Acceptance

• All Plan 012 code changes staged
• All documentation updates staged
• Plan 012 and 013 artifacts staged
• Commit message follows conventional format
• Commit succeeds

Notes

• Single commit for Plan 012 implementation + testing/docs

Files

• All modified files from git status