> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Spec–Test Coverage Matrix

> Last Updated: 2026-02-24 Purpose: Single source of truth for which tests cover which specs. Use to track gaps and maintain traceability.

**Last Updated:** 2026-02-24\
**Purpose:** Single source of truth for which tests cover which specs. Use to track gaps and maintain traceability.

**See also:** [SPEC\_STATUS\_REGISTRY.md](../../specs/SPEC_STATUS_REGISTRY.md) (implementation status), [TESTING\_SETUP\_AND\_RUN.md](TESTING_SETUP_AND_RUN.md) (how to run tests), [tests/README.md](../../tests/README.md) (conventions and @spec).

***

## How to use this matrix

* **RLS:** Yes = all tables from spec have a corresponding `tests/rls/{core}-{table}.rls.test.ts` (or .test.sql). Run `npm run check-rls-coverage` (or `--missing-only`, `--min-coverage N`, `--json`) to list missing tables and enforce a coverage threshold in CI.
* **Unit:** Yes = spec’s hooks/utilities have unit tests in `tests/unit/`. Partial = some covered.
* **Integration:** Yes = at least one workflow test in `tests/integration/` exercises the spec. Partial = partial coverage.
* **E2E:** Playwright = `*.spec.ts` run by `npm run test:e2e`; Vitest = `*.test.ts` in `tests/e2e/` run by Vitest (not Playwright). See [E2E conventions](#e2e-conventions) below.
* **Backfilled rows:** Rows tagged with `coverage verification pending` were added from the completed spec registry and require follow-up evidence mapping.

***

## E2E conventions

* **Playwright** runs only files matching `.*\.spec\.(ts|tsx|js|jsx)$` in `tests/e2e/` (see [playwright.config.ts](../../playwright.config.ts)). All `*.test.ts` in e2e are **excluded** from Playwright.
* **Vitest** can run `*.test.ts` under `tests/e2e/` (e.g. `financial-transactions.test.ts`, `leave-accruals.test.ts`). These are integration-style E2E with Supabase.
* **testIgnore** in Playwright currently excludes: `ce/activities.spec.ts`, `ce/referral-attribution-flow.spec.ts`, `ce/partner-creation-workflow.spec.ts`, `fa/budget-scenarios.spec.ts`, `fa/rolling-forecasts.spec.ts`, `fa/budget-templates.spec.ts`. Those run as Vitest or are documented as Vitest-only in this matrix.
* **Per-core E2E scripts:** `npm run test:e2e:auth`, `npm run test:e2e:hr`, `npm run test:e2e:fa`, `npm run test:e2e:smoke`. See [TESTING\_SETUP\_AND\_RUN.md](TESTING_SETUP_AND_RUN.md).

***

## HR Core (Human Resources)

| Spec ID   | Name                            | RLS     | Unit | Integration | E2E     | Test files / notes                                                                                                                                                                                                                                                        |
| --------- | ------------------------------- | ------- | ---- | ----------- | ------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| HR-01     | Employee Directory              | Yes     | Yes  | Partial     | Partial | rls: hr-employees, hr-departments, hr-positions; e2e: employee-profile.spec.ts                                                                                                                                                                                            |
| HR-02     | Credentialing & Compliance      | Yes     | Yes  | Yes         | -       | rls: hr-employee-credentials, hr-\*; unit: hr/                                                                                                                                                                                                                            |
| HR-03     | Onboarding & Offboarding        | Yes     | Yes  | Yes         | Yes     | e2e: onboarding-wizard-flow\.test.ts, onboarding.spec.ts (auth)                                                                                                                                                                                                           |
| HR-04     | Scheduling & Capacity           | Yes     | Yes  | Yes         | -       | rls: hr-shifts, hr-shift-\*; unit: hr/; integration: scheduling-capacity-hooks.test.ts                                                                                                                                                                                    |
| HR-05     | Time & Attendance               | Yes     | Yes  | Yes         | -       | rls: hr-time-punches, hr-timesheets, hr-timesheet-entries                                                                                                                                                                                                                 |
| HR-06     | PTO & Leave Management          | Yes     | Yes  | Yes         | Yes     | e2e: leave-accruals.test.ts, time-off-workflow\.spec.ts                                                                                                                                                                                                                   |
| HR-07     | Payroll Processing              | Yes     | Yes  | Yes         | Partial | integration: hr/hr-pay-02-deductions.test.ts; e2e: payroll-run-tax.e2e.ts; rls: hr-payroll-\*, hr-deductions                                                                                                                                                              |
| HR-08     | Workload Drivers & Staffing     | Yes     | Yes  | Yes         | -       | rls: hr-\*                                                                                                                                                                                                                                                                |
| HR-09     | Applicant Tracking System       | Yes     | Yes  | Partial     | Yes     | e2e: ats-hiring-workflow\.spec.ts                                                                                                                                                                                                                                         |
| HR-10     | Performance Management          | Yes     | Yes  | Yes         | Yes     | integration: performance-management-hooks.test.ts; e2e: hr-performance-review-flow\.test.ts, compensation-management.spec.ts                                                                                                                                              |
| HR-11     | Benefits Administration         | Yes     | Yes  | Yes         | -       | rls: hr-benefits-\* (if present); unit: benefits-query-hooks.test.ts; integration: benefits-admin-hooks.test.ts                                                                                                                                                           |
| HR-12     | Employee Self-Service           | Yes     | Yes  | Yes         | Yes     | unit: self-service-status-hooks.test.ts; integration: self-service-profile-hooks.test.ts; e2e: my-hr-portal-journey.test.ts                                                                                                                                               |
| HR-13     | Skills & Competencies           | Yes     | Yes  | Yes         | -       | rls: hr-skills-\*; unit: hr/; integration: skills-competencies-hooks.test.ts                                                                                                                                                                                              |
| HR-14     | Employee Relations & Incident   | Yes     | Yes  | Yes         | Yes     | integration: hr/incident-workflow\.test.ts, hr/grievance-workflow\.test.ts, hr/investigation-workflow\.test.ts, hr/disciplinary-termination-workflow\.test.ts; e2e: incident-management-flow\.test.ts, disciplinary-action-flow\.test.ts, my-cases-employee-view\.test.ts |
| HR-15     | Compensation Management         | Yes     | Yes  | Yes         | Yes     | integration: hr/compensation-workflow\.test.ts; e2e: compensation-management.spec.ts                                                                                                                                                                                      |
| HR-16     | Succession Planning             | N/A     | No   | No          | No      | Spec not started                                                                                                                                                                                                                                                          |
| HR-17     | Employee Engagement             | Partial | Yes  | Yes         | Yes     | Coverage verification pending                                                                                                                                                                                                                                             |
| HR-18     | Workforce Analytics             | N/A     | Yes  | Yes         | Yes     | e2e: workforce-analytics-journey.spec.ts                                                                                                                                                                                                                                  |
| HR-19     | Clinical Oversight              | Yes     | Yes  | Yes         | -       | rls: hr-\*; unit: oversight-test-utils-generators.test.ts; integration: oversight-hooks-workflow\.test.ts                                                                                                                                                                 |
| HR-20     | Checkr Integration              | -       | -    | Yes         | -       | @spec HR-20: integration/hr/checkr-webhook.test.ts                                                                                                                                                                                                                        |
| HR-PAY-\* | Payroll (tax, deductions, etc.) | Yes     | Yes  | Partial     | Partial | rls: hr-pay-\*, hr-deductions; e2e: payroll-run-tax.e2e.ts                                                                                                                                                                                                                |

***

## FA Core (Finance & Accounting)

| Spec ID | Name                           | RLS | Unit    | Integration | E2E    | Test files / notes                                                                                                                                                                                |
| ------- | ------------------------------ | --- | ------- | ----------- | ------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| FA-01   | Chart of Accounts              | Yes | Yes     | Yes         | -      | integration: gl-posting.test.ts, gl-reversal.test.ts, fa/expense-gl-posting.test.ts; rls: fa-accounts, fa-\*                                                                                      |
| FA-02   | General Ledger                 | Yes | Yes     | Yes         | Yes    | e2e: financial-transactions.test.ts (Vitest); integration: gl-posting, gl-reversal, expense-gl-posting                                                                                            |
| FA-03   | Accounts Payable               | Yes | Yes     | Partial     | Yes    | e2e: invoice-workflow\.spec.ts, payment-processing.spec.ts                                                                                                                                        |
| FA-04   | Purchase Orders                | Yes | Yes     | Yes         | -      | rls: fa-\*; unit: usePurchaseOrderQueries.test.ts; integration: purchase-order-mutations.test.ts                                                                                                  |
| FA-05   | Accounts Receivable            | Yes | Yes     | Yes         | Yes    | e2e: invoice-workflow\.spec.ts; rls: fa/fa-ar-payment-applications.rls.test.ts                                                                                                                    |
| FA-06   | Bank Reconciliation            | Yes | Yes     | Yes         | Yes    | integration: fa/plaid-sync.test.ts, fa/plaid-webhook.test.ts; e2e: reconciliation-export.test.ts, reconciliation-multi-match.test.ts (Playwright .test.ts not run by default—see E2E conventions) |
| FA-07   | Financial Reporting            | Yes | Yes     | Yes         | Yes    | e2e: financial-reports.spec.ts                                                                                                                                                                    |
| FA-08   | Budgeting & Forecasting        | Yes | Yes     | Yes         | Vitest | e2e: budget-scenarios.spec.ts, rolling-forecasts.spec.ts, budget-templates.spec.ts (Playwright testIgnore); integration: budget-*, rolling-forecast-*                                             |
| FA-09   | Multi-Entity                   | N/A | No      | No          | No     | Spec not started                                                                                                                                                                                  |
| FA-14   | Cash Management & Treasury     | Yes | Yes     | Yes         | Yes    | unit: cashPositionUtils.test.ts, cashForecastUtils.test.ts; e2e: fa-cash-management.test.ts; integration: fa-cash-management-workflow                                                             |
| FA-20   | Plaid Bank Integration         | Yes | Yes     | Yes         | Yes    | @spec FA-20: rls: fa-bank-accounts-plaid, fa-bank-statement-lines-plaid; unit: usePlaidLink, usePlaidSync; integration: plaid-\*; e2e: plaid-bank-connection.test.ts                              |
| FA-21   | Bank Reconciliation Automation | Yes | Partial | Partial     | Yes    | e2e: reconciliation-\*.test.ts                                                                                                                                                                    |

***

## FW Core (Forms & Workflow)

| Spec ID | Name                       | RLS | Unit | Integration | E2E | Test files / notes                                                                                                               |
| ------- | -------------------------- | --- | ---- | ----------- | --- | -------------------------------------------------------------------------------------------------------------------------------- |
| FW-01   | Form Builder               | Yes | Yes  | Yes         | Yes | e2e: form-creation.spec.ts; unit: fw/\*; integration: configurable-form, form-lookups                                            |
| FW-02   | Form Submissions           | Yes | Yes  | Yes         | Yes | e2e: form-submission.spec.ts, portal-public-form-submit.spec.ts                                                                  |
| FW-03   | Automation Engine          | Yes | Yes  | Yes         | Yes | e2e: automation-execution.spec.ts; integration: event-triggers, fw-\*                                                            |
| FW-05   | Multi-Page Forms           | Yes | Yes  | Yes         | -   | unit: multi-page-forms.test.ts; integration: conditional-logic-forms                                                             |
| FW-06   | Advanced Workflow Builder  | Yes | Yes  | Yes         | -   | unit: condition-builder, expression-engine; integration: condition-builder.test.ts                                               |
| FW-07   | Workflow Versioning        | Yes | Yes  | Yes         | Yes | integration: workflow-versioning.test.ts; e2e: wizard-version-management.spec.ts; unit: workflow-versioning.test.ts              |
| FW-15   | Form Field Lookups         | Yes | Yes  | Yes         | -   | integration: form-lookups.test.ts                                                                                                |
| FW-16   | Event-Based Triggers       | Yes | Yes  | Yes         | -   | integration: event-triggers.test.ts                                                                                              |
| FW-17   | Advanced Condition Builder | Yes | Yes  | Yes         | -   | unit: condition-\*, expression-engine                                                                                            |
| FW-18   | Workflow Variables         | Yes | Yes  | Yes         | -   | unit: variable-*; integration: fw-*                                                                                              |
| FW-19   | Data Query & Integration   | Yes | Yes  | Yes         | -   | integration: workflow-data-integration-hooks.test.ts                                                                             |
| FW-22   | Execution Monitoring       | Yes | Yes  | Yes         | -   | integration: fw-replay-workflow, fw-log-search, fw-debug-workflow                                                                |
| FW-23   | Performance Analytics      | Yes | Yes  | Yes         | -   | unit: useWorkflowPerformanceMetrics.test.ts; integration: workflow-performance-analytics-hooks.test.ts                           |
| FW-24   | Workflow Testing Sandbox   | Yes | Yes  | Yes         | -   | unit: useSandboxExecution.test.ts; integration: workflow-testing-sandbox-hooks.test.ts                                           |
| FW-28   | Workflow Templates         | Yes | Yes  | Yes         | Yes | integration: workflow-template-hooks.test.ts; e2e: wizard-marketplace.spec.ts; rls: pf-wizard-marketplace-\*                     |
| FW-29   | Notifications & Alerts     | Yes | Yes  | Yes         | -   | integration: fw-notification-trigger                                                                                             |
| FW-31   | Multi-Step Wizards         | Yes | Yes  | Yes         | Yes | e2e: wizard-complete-flow\.spec.ts, wizard-resume-flow\.spec.ts, wizard-branching.spec.ts, wizard-validation-expressions.spec.ts |
| FW-32   | External Form Portal       | Yes | Yes  | Yes         | Yes | e2e: portal-email-verification.spec.ts, portal-public-form-submit.spec.ts                                                        |
| FW-33   | Form Signature Capture     | Yes | Yes  | Yes         | Yes | e2e: form-signature.spec.ts; integration: form-signature-capture                                                                 |
| FW-34   | Approval Workflows         | Yes | Yes  | Yes         | Yes | e2e: approval-submit-approve-flow\.spec.ts, approval-delegation.spec.ts                                                          |

***

## PF Core (Platform Foundation)

| Spec ID | Name                               | RLS     | Unit | Integration | E2E     | Test files / notes                                                                                                                                                                                                    |
| ------- | ---------------------------------- | ------- | ---- | ----------- | ------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| PF-01   | Organization & Site Management     | Yes     | Yes  | Yes         | -       | rls: pf-organizations, pf-sites; integration: pf-organization-site-management                                                                                                                                         |
| PF-02   | RBAC                               | Yes     | Yes  | Yes         | -       | rls: pf-user-roles, pf-permissions-system; unit: permissions/\*; integration: pf-rbac-permissions                                                                                                                     |
| PF-03   | App Launcher                       | -       | Yes  | Yes         | Partial | unit: useModuleAccess.test.ts, AppLauncher.test.tsx; integration: ModuleCard.test.tsx                                                                                                                                 |
| PF-04   | Audit Logging                      | Yes     | Yes  | Yes         | -       | rls: pf-audit-logs; integration: pf-audit-logging-access                                                                                                                                                              |
| PF-05   | RLS Security Testing               | Yes     | Yes  | Yes         | -       | unit: rlsTestHelpers.test.ts; integration: supabaseTestClientHelpers.test.ts                                                                                                                                          |
| PF-06   | User Profile Management            | Yes     | Yes  | Yes         | -       | unit: useCurrentUser.test.ts; integration: useCurrentUser-auth-state.test.ts                                                                                                                                          |
| PF-07   | Error Handling & Monitoring        | -       | Yes  | Yes         | -       | unit: error-sanitizers.test.ts, withErrorCapture.test.ts; integration: useErrorTracking.test.ts                                                                                                                       |
| PF-08   | Platform Forms Integration         | Partial | Yes  | Yes         | -       | unit: useFormQueries.test.ts; integration: useFormMutation.test.ts                                                                                                                                                    |
| PF-09   | Form Analytics                     | Partial | Yes  | Yes         | -       | unit: form-analytics.test.ts; integration: form-analytics-hooks.test.ts                                                                                                                                               |
| PF-10   | Notifications                      | Yes     | Yes  | Yes         | Yes     | integration: notifications.test.ts; e2e: platform/notification-delivery.spec.ts; rls: pf-notifications                                                                                                                |
| PF-11   | Document Management                | Yes     | Yes  | Yes         | Yes     | integration: pf-document-management-access.test.ts; e2e: platform/document-permissions.spec.ts; rls: pf-documents, pf-document-\*                                                                                     |
| PF-12   | Reporting Engine                   | Yes     | Yes  | Yes         | Yes     | integration: ce/pf12-reports.test.ts; e2e: platform/report-generation.spec.ts; rls: pf-reports, pf-report-\*                                                                                                          |
| PF-13   | PWA & Mobile Navigation            | -       | Yes  | Yes         | Partial | unit: useMobileNavPreferences.test.ts; integration: MobileNav.test.tsx                                                                                                                                                |
| PF-14   | Platform Enhancements              | -       | Yes  | Yes         | -       | unit: platform/workforce/workforceQueries.test.ts; integration: platform/workforce/workforceCredentialLookup.test.ts                                                                                                  |
| PF-15   | Picklist System                    | Partial | Yes  | Yes         | -       | unit: usePicklistQueries.test.ts; integration: usePicklistMutation.test.ts                                                                                                                                            |
| PF-16   | Custom Field Definitions           | Partial | Yes  | Yes         | -       | unit: customFieldUtils.test.ts, useCustomFieldQueries.test.ts; integration: useCustomFieldMutation.test.ts                                                                                                            |
| PF-17   | Entity Field Configuration         | Partial | Yes  | Yes         | -       | unit: fieldConfigUtils.test.ts, useFieldConfigQueries.test.ts; integration: useFieldConfigMutation.test.ts                                                                                                            |
| PF-19   | Organizational Data Consolidation  | -       | Yes  | Yes         | -       | unit: hr/department-list-hooks.test.ts; integration: hr/department-mutation-hooks.test.ts                                                                                                                             |
| PF-23   | Object Browser                     | Partial | Yes  | Yes         | -       | unit: data-manager/dataManagerQueries.test.ts; integration: data-manager/dataManagerMutations.test.ts                                                                                                                 |
| PF-24   | Custom Objects                     | Yes     | Yes  | Yes         | -       | unit: data-manager/dataManagerQueries.test.ts; integration: data-manager/dataManagerMutations.test.ts                                                                                                                 |
| PF-25   | Raw Data Editor                    | Partial | Yes  | Yes         | -       | unit: data-manager/dataManagerQueries.test.ts; integration: data-manager/dataManagerMutations.test.ts                                                                                                                 |
| PF-26   | Object Permissions                 | Partial | Yes  | Yes         | -       | unit: data-manager/dataManagerQueries.test.ts; integration: data-manager/dataManagerMutations.test.ts                                                                                                                 |
| PF-27   | Platform AI Integration            | -       | Yes  | Yes         | -       | unit: ai/aiUtilities.test.ts; integration: ai/aiHooks.test.ts                                                                                                                                                         |
| PF-28   | AI Shared Widgets                  | -       | Yes  | Yes         | -       | unit: ai/aiUtilities.test.ts; integration: ai/aiHooks.test.ts                                                                                                                                                         |
| PF-29   | Unified Task System                | Yes     | Yes  | Yes         | Yes     | integration: pf-tasks-workflow\.test.ts, pf-tasks-source-linking.test.ts; e2e: platform/task-management.spec.ts; rls: pf-tasks, pf-task-comments                                                                      |
| PF-30   | Permissions V2                     | Yes     | Yes  | Yes         | -       | rls: pf-permissions-system; unit: permissions/\*; integration: pf-rbac-permissions                                                                                                                                    |
| PF-31   | Page Layouts                       | Yes     | Yes  | Yes         | -       | unit: pageLayoutUtils.test.ts; integration: pageLayoutHooks.test.ts                                                                                                                                                   |
| PF-32   | Conditional Field Logic            | Partial | Yes  | Yes         | -       | unit: conditional-logic/evaluator.test.ts; integration: conditional-logic-hooks.test.ts                                                                                                                               |
| PF-33   | Digital Signatures                 | Partial | Yes  | Yes         | -       | unit: signatures/signatureQueries.test.ts; integration: signatures/signatureWorkflowHooks.test.ts                                                                                                                     |
| PF-34   | Dashboard Personalization          | Yes     | Yes  | Yes         | -       | integration: dashboard-personalization, dashboard-templates                                                                                                                                                           |
| PF-35   | Integration Hub                    | -       | Yes  | Yes         | -       | unit: integrations/integrationQueries.test.ts; integration: integrations/integrationMutations.test.ts                                                                                                                 |
| PF-36   | System Health Dashboard            | -       | Yes  | Yes         | -       | unit: platform/health/useHealthMetrics.test.ts; integration: platform/health/useHealthCheck.test.ts                                                                                                                   |
| PF-37   | Mobile Swipe Gestures              | Yes     | Yes  | -           | Yes     | e2e: mobile/swipe-gestures.spec.ts; unit: platform/gestures/\*                                                                                                                                                        |
| PF-40   | UX Enhancement Framework           | -       | Yes  | Yes         | Partial | unit: platform/help/useTour.test.ts; integration: platform/help/helpComponents.test.tsx                                                                                                                               |
| PF-41   | Configurable Wizards               | Yes     | Yes  | Yes         | Yes     | integration: wizards/wizardTemplateHooks.test.ts; e2e: wizard-*.spec.ts; rls: pf-wizard-*                                                                                                                             |
| PF-54   | Formatting Utilities               | N/A     | Yes  | -           | -       | unit: pf/formatting-utilities.test.ts                                                                                                                                                                                 |
| PF-56   | File Upload Framework              | Yes     | Yes  | Yes         | -       | unit: platform/upload/uploadServiceValidation.test.ts, platform/upload/useOrganizationUploadSettings.test.ts; integration: platform/upload/useFileUpload.test.ts                                                      |
| PF-58   | Data Table Framework               | Yes     | Yes  | Yes         | Yes     | unit: platform/table-v2/\*; integration: platform/table-v2/integration.test.tsx; e2e: platform/table-v2.spec.ts                                                                                                       |
| PF-59   | AI Provider Migration              | Yes     | Yes  | Yes         | -       | unit: ai/useAIStructuredOutput.test.ts; integration: platform/ai/useAISkillChat.test.ts                                                                                                                               |
| PF-60   | RAG Infrastructure                 | Yes     | Yes  | Yes         | -       | rls: pf-knowledge-base.rls.test.ts, pf-document-embeddings.rls.test.ts; integration: pf-knowledge-base.test.ts                                                                                                        |
| PF-61   | Knowledge Base System              | Yes     | -    | Yes         | -       | integration: pf-knowledge-base.test.ts, it-knowledge-base-workflow\.test.ts; rls: pf-knowledge-base.rls.test.ts                                                                                                       |
| PF-62   | AI Skills System                   | Yes     | Yes  | Yes         | -       | unit: platform/ai/mergeSkillOverride.test.ts; integration: platform/ai/useAISkillChat.test.ts, pf/pf-72-skill-execute.test.ts; rls: pf-ai-skills.rls.test.ts, pf-ai-skill-overrides.rls.test.ts                       |
| PF-63   | Entra ID Integration               | Yes     | Yes  | -           | -       | rls: hr\_entra\_sync\_log (SQL); unit: platform/integrations/entraHooks.test.ts                                                                                                                                       |
| PF-64   | Document Templates                 | Yes     | Yes  | Yes         | -       | integration: platform/templates-workflow\.test.ts, platform/pdf-generation.test.ts; rls: pf-document-templates, pf-letterheads; unit: platform/templates/\*                                                           |
| PF-65   | Gusto Embedded Payroll Integration | Partial | Yes  | Yes         | -       | unit: platform/gusto/useGustoConfig.test.ts, platform/gusto/useGustoConnectionStatus.test.ts; integration: platform/gusto/gusto-connection-status.test.ts                                                             |
| PF-66   | Platform Realtime Layer            | Partial | Yes  | Yes         | -       | unit: platform/realtime/channelNaming.test.ts, platform/realtime/filterBuilder.test.ts, platform/realtime/ChannelManager.test.ts; integration: platform/realtime/realtime-subscription.test.ts                        |
| PF-67   | Internal Real-Time Messaging       | Yes     | Yes  | Yes         | -       | unit: platform/messaging/mentionParser.test.ts, platform/messaging/unreadCalculator.test.ts; integration: platform/messaging/useUnreadCounts.test.ts; rls: pf-messages.rls.test.ts                                    |
| PF-72   | Claude Agent SDK Integration       | Yes     | Yes  | Yes         | -       | unit: platform/ai/mergeSkillOverride.test.ts; integration: platform/ai/useAISkillChat.test.ts, pf/pf-72-skill-execute.test.ts; rls: pf-ai-conversations.rls.test.ts, pf-ai-usage-logs.rls.test.ts                     |
| PF-57   | Search/Filter/Sort                 | Partial | Yes  | Yes         | Yes     | unit: platform/search/search.test.ts, platform/filter/filter.test.ts, platform/sort/sort.test.ts, platform/pagination/pagination.test.ts; integration: pf-57-migration.test.ts; e2e: pf-57-search-filter-sort.spec.ts |

***

## RH Core (Recovery Housing)

| Spec ID  | Name                       | RLS | Unit    | Integration | E2E     | Test files / notes                                                                       |
| -------- | -------------------------- | --- | ------- | ----------- | ------- | ---------------------------------------------------------------------------------------- |
| RH-01    | Census, Beds & Episodes    | Yes | Yes     | Yes         | -       | rls: rh-\* (many); e2e: rh-outcomes-alumni-reporting.test.ts                             |
| RH-02–08 | Programs, Compliance, etc. | Yes | Partial | Partial     | Partial | rls: rh-programs, rh-*, rh-episode-phases, rh-discharge-*, rh-compliance-*, rh-outcome-* |

***

## GR Core (Governance & Risk)

| Spec ID | Name                   | RLS     | Unit | Integration | E2E | Test files / notes                                                                                                                                           |
| ------- | ---------------------- | ------- | ---- | ----------- | --- | ------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| GR-\*   | Audit, Contracts, etc. | Partial | Yes  | Yes         | Yes | e2e: gr-audit-management.test.ts, gr-contract-workflows.test.ts, gr-ai-compliance-advisor.test.ts; integration: gr-audit-*, gr-contract-*; unit: gr/hooks/\* |

***

## CL Core (Clinical & EHR)

| Spec ID | Name                                            | RLS     | Unit    | Integration | E2E | Test files / notes                                                                                                                                                                                                                                                                                            |
| ------- | ----------------------------------------------- | ------- | ------- | ----------- | --- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| CL-01   | Patient Chart & Clinical Summary                | Yes     | Yes     | Yes         | -   | rls: cl/cl-01-charts.rls.test.ts; integration: cl/cl-01-chart-workflow\.test.ts; unit: cl/\* (vitals, progress note content, etc.)                                                                                                                                                                            |
| CL-02   | Comprehensive Assessments                       | Yes     | Yes     | Yes         | -   | rls: cl/cl-02-assessments.rls.test.ts; integration: cl/cl-02-assessment-workflow\.test.ts; unit: cl/assessmentScoring.test.ts                                                                                                                                                                                 |
| CL-03   | Treatment Planning                              | Yes     | Yes     | Yes         | -   | rls: cl/cl-03-treatment-plans.rls.test.ts; integration: cl/cl-03-treatment-plan-workflow\.test.ts; unit: cl/treatmentPlanTimeframes.test.ts                                                                                                                                                                   |
| CL-04   | Progress Notes & Session Documentation          | Partial | Partial | -           | -   | unit: cl/progressNoteContent.test.ts; RLS/integration: extend from chart/assessment coverage                                                                                                                                                                                                                  |
| CL-05   | Medication Management & Reconciliation          | **P0**  | -       | -           | -   | **Blocked until full RLS:** `cl_pharmacies`, `cl_prescriptions`, and core medication tables require RLS unit/integration tests (tenant isolation, controlled-substance access). Run `npm run check-rls-coverage -- --missing-only` before merging CL changes. See [CL\_TESTING\_GAPS.md](CL_TESTING_GAPS.md). |
| CL-06   | E-Prescribing (EPCS)                            | **P0**  | -       | -           | -   | **Blocked until full RLS:** `cl_pharmacies`, `cl_prescriptions` missing tests; tenant isolation and controlled-substance rules must be validated. Run `npm run check-rls-coverage -- --missing-only` before merge. See [CL\_TESTING\_GAPS.md](CL_TESTING_GAPS.md).                                            |
| CL-07   | Suicide Risk Screening & Safety Planning        | Yes     | Yes     | -           | -   | rls: cl/cl-07-risk-screening-safety-plan.rls.test.ts; unit: cl/cl-07-risk-screening-utils.test.ts                                                                                                                                                                                                             |
| CL-08   | Clinical Decision Support                       | Yes     | Yes     | -           | -   | rls: cl/cl-08-cds.rls.test.ts; unit: cl/cl-08-cds-evaluate.test.ts, cl/cl-09-cds-lab-monitoring.test.ts                                                                                                                                                                                                       |
| CL-09   | Lab & Diagnostic Orders & Results               | Partial | Yes     | -           | -   | unit: cl/cl-09-lab-orders.test.ts, cl/cl-09-result-parsing.test.ts                                                                                                                                                                                                                                            |
| CL-10   | Outcomes Tracking & Measurement                 | Partial | -       | -           | -   | RLS: cl\_outcome\_measures, cl\_program\_outcomes missing (see CL\_TESTING\_GAPS.md)                                                                                                                                                                                                                          |
| CL-11   | Consent Management & 42 CFR Part 2              | Yes     | Yes     | -           | -   | rls: via consents/chart; unit: cl/cl-11-consent-management.test.ts; break-glass: cl/breakGlassAuthorization.test.ts                                                                                                                                                                                           |
| CL-12   | Care Coordination & Transitions                 | Yes     | Yes     | -           | -   | rls: cl/cl-12-care-coordination.rls.test.ts; unit: cl/cl-12-care-coordination.test.ts                                                                                                                                                                                                                         |
| CL-13   | Crisis Intervention Documentation               | -       | -       | -           | -   | Spec not started                                                                                                                                                                                                                                                                                              |
| CL-14   | Group Therapy Documentation                     | Partial | -       | -           | -   | RLS: cl\_group\_sessions, cl\_group\_attendance missing (see CL\_TESTING\_GAPS.md)                                                                                                                                                                                                                            |
| CL-15   | Clinical Reporting & Quality Measures           | Partial | -       | -           | -   | unit: cl/exportAudit.test.ts; RLS/reporting tables as needed                                                                                                                                                                                                                                                  |
| CL-16   | FHIR Interoperability                           | -       | -       | -           | -   | Spec not started                                                                                                                                                                                                                                                                                              |
| CL-17   | Arizona CSPMP/PDMP Integration                  | Yes     | Partial | Yes         | -   | rls: cl/cl-17-pdmp.rls.test.ts; integration: cl/cl-17-pdmp-workflow\.test.ts                                                                                                                                                                                                                                  |
| CL-18   | SDOH Screening & Social Needs                   | Partial | -       | -           | -   | RLS via chart/screenings; unit/integration gaps                                                                                                                                                                                                                                                               |
| CL-19   | Peer Recovery Support Services                  | Partial | -       | -           | -   | RLS via chart; unit/integration gaps                                                                                                                                                                                                                                                                          |
| CL-20   | Medical Record Export & Document Generation     | Partial | -       | -           | -   | unit: cl/exportAudit.test.ts                                                                                                                                                                                                                                                                                  |
| CL-21   | MAT/MOUD Tracking                               | Yes     | Yes     | Yes         | -   | rls: cl/cl-21-moud.rls.test.ts; integration: cl/cl-21-moud-workflow\.test.ts                                                                                                                                                                                                                                  |
| CL-22   | Vital Signs & Biometric Tracking                | Partial | Yes     | -           | -   | unit: cl/vitalsTrendService.test.ts                                                                                                                                                                                                                                                                           |
| CL-23   | Clinical In-Basket / Provider Messaging         | -       | -       | -           | -   | Planned                                                                                                                                                                                                                                                                                                       |
| CL-24   | Telehealth Documentation & Compliance           | -       | -       | -           | -   | Proposed; no tests yet                                                                                                                                                                                                                                                                                        |
| CL-25   | Clinical Audit & Compliance Dashboard           | -       | -       | -           | -   | Proposed; no tests yet                                                                                                                                                                                                                                                                                        |
| CL-26   | Patient-Reported Outcomes & Self-Service Portal | -       | -       | -           | -   | Proposed; no tests yet                                                                                                                                                                                                                                                                                        |
| CL-27   | Behavioral Health Program Scheduling Templates  | -       | -       | -           | -   | Proposed; no tests yet                                                                                                                                                                                                                                                                                        |
| CL-28   | Peer Recovery Support Community Platform        | -       | -       | -           | -   | Proposed; no tests yet                                                                                                                                                                                                                                                                                        |
| CL-29   | Clinical Research & Registry Participation      | -       | -       | -           | -   | Proposed; no tests yet                                                                                                                                                                                                                                                                                        |
| CL-30   | Psychotherapy Notes Protection                  | -       | -       | -           | -   | Proposed; no tests yet                                                                                                                                                                                                                                                                                        |

**P0 RLS (CL-05/CL-06):** Full RLS coverage for `cl_pharmacies`, `cl_prescriptions`, and core medication tables is required before merging CL core changes. Tests must validate tenant isolation and controlled-substance access. `npm run check-rls-coverage --missing-only` must pass; entries in CL\_TESTING\_GAPS.md for these tables are blocked until coverage is complete.

**Gaps summary:** See [CL\_TESTING\_GAPS.md](CL_TESTING_GAPS.md) for missing RLS tables, unit/integration gaps, and E2E recommendations (consent, progress notes, risk screening, reporting).

***

## Backfilled Completed Specs (Registry Sync)

| Spec ID | Name                                                    | RLS | Unit | Integration | E2E | Test files / notes                         |
| ------- | ------------------------------------------------------- | --- | ---- | ----------- | --- | ------------------------------------------ |
| CE-03   | Call Management & RingCentral Integration               | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| CE-09   | Marketing Campaigns & Outreach                          | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| CL-34   | Drug Testing / UDS Workflow Integration                 | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| CL-35   | Population Health & Care Gap Management                 | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| FA-15   | Cost Allocation & Indirect Cost Rates                   | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| FA-16   | Financial Analytics & Dashboards                        | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| FA-19   | Financial Close Management                              | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| FA-25   | Financial Audit Trail & Compliance Reports              | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| FA-28   | Bank Reconciliation AI & Automation Recommendations     | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| FA-30   | Ramp Corporate Cards & Spend Integration                | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| FM-01   | Work Order Management                                   | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| FM-02   | Inventory Management                                    | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| FM-03   | Vendor Management                                       | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| FM-04   | Preventive Maintenance Scheduling                       | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| FM-05   | Asset Management                                        | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| FM-06   | Compliance & Inspections                                | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| FM-07   | Facilities Analytics & Reporting                        | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| FM-08   | Mobile Field Operations                                 | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| FM-09   | Facilities Budgeting & Planning                         | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| FM-10   | Energy Management                                       | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| FM-11   | Space Management                                        | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| FM-12   | Capital Planning                                        | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| FM-13   | Fleet Management                                        | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| FW-30   | Workflow Optimization & AI Suggestions                  | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| FW-44   | AI-Assisted Form Building                               | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| GR-01   | Policy Management                                       | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| GR-02   | Training & CEU Tracking                                 | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| GR-03   | Compliance Tracking & Regulatory Requirements           | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| GR-04   | Audit Management                                        | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| GR-05   | Risk Assessment & Management                            | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| GR-06   | AI-Assisted Compliance Advisor                          | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| GR-07   | Quality Improvement                                     | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| GR-08   | Accreditation Management                                | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| GR-09   | Incident Reporting                                      | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| GR-10   | Contract Management                                     | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| GR-11   | Procedures Management                                   | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| GR-12   | Procedure Templates Library                             | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| GR-13   | Procedure Analytics & Compliance Effectiveness          | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| GR-14   | Regulatory Incident Reporting Automation                | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| GR-15   | Nonprofit Governance Controls                           | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| GR-16   | Accreditation Tracer Readiness & Survey Pack Automation | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| HR-21   | Job Descriptions & Agreements                           | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| IT-01   | IT Asset Management                                     | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| IT-02   | IT Support & Ticketing                                  | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| IT-03   | IT Vendor Management                                    | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| IT-04   | Software License Management                             | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| IT-05   | IT Security & Compliance                                | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| IT-06   | IT Procurement                                          | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| IT-07   | IT Dashboard & Reporting                                | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| IT-08   | IT Onboarding/Offboarding                               | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| IT-09   | IT Change Management                                    | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| LO-05   | Scorecards & KPI Tracking                               | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| LO-06   | Structured Meetings                                     | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| LO-07   | Issues & Problem Solving (IDR)                          | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| LO-12   | SMART Goals Validation Wizard                           | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| LO-13   | Goals Terminology Refactoring                           | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| LO-14   | Action Dependencies                                     | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| LO-15   | Enhanced Action Status Workflow                         | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PF-18   | Unified Organizational Data Management                  | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PF-42   | Rate Limiting & Throttling Framework                    | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PF-46   | Data Retention & Lifecycle Management                   | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PF-47   | Bulk Operations Framework                               | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PF-48   | Security Event Monitoring & Alerting                    | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PF-49   | Session Management & Device Tracking                    | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PF-50   | Tenant Provisioning Automation                          | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PF-51   | Caching Layer & Strategy                                | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PF-52   | Query Performance Monitoring                            | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PF-68   | Configurable Website Chatbot Widget                     | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PF-70   | Medical Terminology & Code Libraries                    | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PF-71   | Patient Identity Boundary                               | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PF-73   | Workflow Builder with Swim Lane Visualization           | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PF-75   | Credential Vault                                        | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PM-04   | Group Session Scheduling                                | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PM-13   | Telehealth Integration                                  | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PM-15   | Clearinghouse Integration                               | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PM-16   | Patient Statement Generation & Billing Communications   | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PM-18   | Configurable Claim Scrubbing & Org Edit Rules           | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PM-19   | PM-Triggered Business Rule Automation                   | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PM-20   | Good Faith Estimate & Price Transparency                | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PM-21   | Sliding Fee Discount Schedule Management                | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PM-22   | Superbill & Patient Receipt Generation                  | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PM-23   | Contract & Fee Schedule Management                      | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PM-24   | Batch Operations & Bulk Processing                      | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PM-25   | Value-Based Payment & APM Tracking                      | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PM-26   | Audit Trail & Compliance Reporting                      | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PM-27   | Multi-Site & Multi-NPI Configuration                    | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| PM-28   | PM System Configuration & Admin Settings                | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| RH-02   | Programs & Phases (120-Day Model)                       | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| RH-03   | Safety Events, Significant Events & Compliance          | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| RH-04   | Program Participation, Attendance & Daily Operations    | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| RH-05   | Discharge Planning                                      | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| RH-06   | Compliance Tracking & Staff Operations                  | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |
| RH-07   | Outcomes, Alumni & Reporting                            | Yes | Yes  | Yes         | Yes | Backfilled from registry completion status |

***

## CE, FM, LO, IT (summary)

* **CE:** E2E: tests/e2e/ce/*.spec.ts (some in Playwright testIgnore), *.test.ts; integration: ce/*; unit: ce/*. Playwright excludes activities, referral-attribution-flow, partner-creation-workflow.
* **FM:** E2E: fleet-vehicle-journey.spec.ts; integration: fm-*; unit: fm/*; RLS: (FM tables if any in tests/rls).
* **LO:** E2E: lo-action-dependencies.spec.ts, lo-action-status.spec.ts, lo-smart-goal-creation.test.ts; integration: lo-*; unit: lo/*; rls: lo-strategic-goal-smart-isolation.
* **IT:** RLS: it-*.rls.test.ts (many); integration: it-*-workflow\.test.ts; unit: it/\*.

***

## Critical flows (AGENTS.md)

| Flow                   | E2E test file                                                                                                          | Runner                           |
| ---------------------- | ---------------------------------------------------------------------------------------------------------------------- | -------------------------------- |
| Authentication         | auth/authentication-flow\.test.ts, login-mfa.spec.ts, registration.spec.ts, password-reset.spec.ts, onboarding.spec.ts | Playwright (auth specs) + Vitest |
| Multi-tenant isolation | security/multi-tenant-isolation.test.ts; also in invoice, payment, financial-reports specs                             | Playwright                       |
| Financial transactions | fa/financial-transactions.test.ts                                                                                      | Vitest                           |
| Workflow approvals     | fw/approval-submit-approve-flow\.spec.ts, approval-delegation.spec.ts                                                  | Playwright                       |
| Leave accruals         | hr/leave-accruals.test.ts                                                                                              | Vitest                           |

***

## Updating this matrix

1. When adding a test that covers a spec, add or update the row for that spec and set the `@spec CORE-##` tag in the test file header.
2. When completing a spec (spec-complete), ensure its row is updated and required tests exist (RLS for tables, E2E for critical flows). Run `generate-test-suite {CORE-##}` (dry-run first) to scaffold missing tests.
3. Run `npm run check-rls-coverage` (or `--missing-only`) periodically to list RLS gaps; add missing RLS tests and update the matrix.
4. See [SPEC\_WORKFLOW.md](../development/SPEC_WORKFLOW.md) for the test step before spec-complete.
5. **CI gating:** Add a CI job that runs `npm run check-rls-coverage` (or `npm run check-rls-coverage -- --missing-only`) as a gating step and fails the build when coverage checks report missing RLS tests. Use `generate-test-suite {CORE-##}` (dry-run) to scaffold fixes. Optionally configure a coverage threshold or flag so CI keeps this matrix synchronized with actual test files.