docs: add TC-API-3.18 and TC-API-3.19 to UAT_PLAYBOOK for visitCount regression + date filter

Updated UAT_PLAYBOOK.md §3.3 — new visitCount cap and past appointment filter test cases

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

UAT_PLAYBOOK.md

@@ -78,6 +78,10 @@ GroomBook API is a Hono-based REST service (TypeScript/Node.js) powering the pet
 | TC-API-3.13 | Reject too many temperamentFlags | POST /api/pets with 21 temperamentFlags | 400 Bad Request, max 20 flags enforced |
 | TC-API-3.14 | Reject too many preferredCuts | POST /api/pets with 21 preferredCuts | 400 Bad Request, max 20 cuts enforced |
 | TC-API-3.15 | Reject too many medicalAlerts | POST /api/pets with 51 medicalAlerts | 400 Bad Request, max 50 alerts enforced |
+| TC-API-3.16 | Get pet profile summary | GET /api/pets/{id}/profile-summary | 200 OK, aggregated profile with grooming history, visit count, upcoming appointment |
+| TC-API-3.17 | Get pet profile summary — groomer restricted | GET /api/pets/{id}/profile-summary as groomer with no pet linkage | 403 Forbidden |
+| TC-API-3.18 | Get pet profile summary — visitCount returns full count | GET /api/pets/{id}/profile-summary with 2+ completed appointments | visitCount >= 2 (not capped at 1) |
+| TC-API-3.19 | Get pet profile summary — upcomingAppointment excludes past | GET /api/pets/{id}/profile-summary with a past confirmed/scheduled appointment | upcomingAppointment is null (past appointments filtered by startTime >= now) |
 
 ### 4.4 Appointment Scheduling
 

apps/api/src/__tests__/petProfileSummary.test.ts

@@ -0,0 +1,357 @@
+import { describe, it, expect, vi, beforeEach } from "vitest";
+import { Hono } from "hono";
+import type { AppEnv, StaffRow } from "../middleware/rbac.js";
+import { petsRouter } from "../routes/pets.js";
+
+// ─── Mock staff fixtures ──────────────────────────────────────────────────────
+
+const MANAGER: StaffRow = {
+  id: "staff-manager-id",
+  oidcSub: "oidc-manager-sub",
+  userId: null,
+  role: "manager",
+  isSuperUser: true,
+  name: "Manager McManager",
+  email: "manager@example.com",
+  active: true,
+  icalToken: null,
+  createdAt: new Date(),
+  updatedAt: new Date(),
+};
+
+const GROOMER: StaffRow = {
+  id: "staff-groomer-id",
+  oidcSub: "oidc-groomer-sub",
+  userId: null,
+  role: "groomer",
+  isSuperUser: false,
+  name: "Groomer McGroome",
+  email: "groomer@example.com",
+  active: true,
+  icalToken: null,
+  createdAt: new Date(),
+  updatedAt: new Date(),
+};
+
+// ─── Mutable mock state ───────────────────────────────────────────────────────
+
+const CLIENT_ID = "client-uuid-summary";
+const PET_ID = "pet-uuid-summary";
+
+interface MockState {
+  pets: Record<string, unknown>[];
+  appointments: Record<string, unknown>[];
+  groomingLogs: Record<string, unknown>[];
+  staffMembers: Record<string, unknown>[];
+  services: Record<string, unknown>[];
+}
+
+let mock: MockState;
+
+function resetMock() {
+  mock = {
+    pets: [{
+      id: PET_ID,
+      clientId: CLIENT_ID,
+      name: "Biscuit",
+      species: "dog",
+      breed: "Golden Retriever",
+      weightKg: "30.00",
+      dateOfBirth: null,
+      healthAlerts: null,
+      groomingNotes: null,
+      cutStyle: null,
+      shampooPreference: null,
+      specialCareNotes: null,
+      customFields: {},
+      photoKey: null,
+      photoUploadedAt: null,
+      image: null,
+      coatType: "double",
+      temperamentScore: 3,
+      temperamentFlags: ["gentle"],
+      medicalAlerts: [],
+      preferredCuts: ["puppy cut"],
+      createdAt: new Date("2024-01-01"),
+      updatedAt: new Date("2024-01-01"),
+    }],
+    appointments: [
+      {
+        id: "appt-completed-1",
+        clientId: CLIENT_ID,
+        petId: PET_ID,
+        serviceId: "service-1",
+        staffId: "staff-groomer-id",
+        batherStaffId: null,
+        status: "completed",
+        startTime: new Date("2024-06-01T09:00:00Z"),
+        endTime: new Date("2024-06-01T11:00:00Z"),
+        notes: null,
+        priceCents: 6000,
+        seriesId: null,
+        seriesIndex: null,
+        groupId: null,
+        confirmationStatus: "confirmed",
+        confirmedAt: null,
+        cancelledAt: null,
+        confirmationToken: null,
+        customerNotes: null,
+        createdAt: new Date("2024-05-15"),
+        updatedAt: new Date("2024-05-15"),
+      },
+      {
+        id: "appt-upcoming-1",
+        clientId: CLIENT_ID,
+        petId: PET_ID,
+        serviceId: "service-2",
+        staffId: "staff-groomer-id",
+        batherStaffId: null,
+        status: "confirmed",
+        startTime: new Date("2024-12-01T09:00:00Z"),
+        endTime: new Date("2024-12-01T11:00:00Z"),
+        notes: null,
+        priceCents: 6500,
+        seriesId: null,
+        seriesIndex: null,
+        groupId: null,
+        confirmationStatus: "confirmed",
+        confirmedAt: null,
+        cancelledAt: null,
+        confirmationToken: null,
+        customerNotes: null,
+        createdAt: new Date("2024-11-01"),
+        updatedAt: new Date("2024-11-01"),
+      },
+    ],
+    groomingLogs: [
+      {
+        id: "log-1",
+        petId: PET_ID,
+        appointmentId: "appt-completed-1",
+        staffId: "staff-groomer-id",
+        cutStyle: "puppy cut",
+        productsUsed: "oatmeal shampoo",
+        notes: "Trimmed nails",
+        groomedAt: new Date("2024-06-01T10:00:00Z"),
+        createdAt: new Date("2024-06-01T10:00:00Z"),
+      },
+    ],
+    staffMembers: [
+      {
+        id: "staff-groomer-id",
+        name: "Groomer McGroome",
+        email: "groomer@example.com",
+        role: "groomer",
+        isSuperUser: false,
+        active: true,
+        oidcSub: "oidc-groomer-sub",
+        userId: null,
+        icalToken: null,
+        createdAt: new Date(),
+        updatedAt: new Date(),
+      },
+      {
+        id: "staff-manager-id",
+        name: "Manager McManager",
+        email: "manager@example.com",
+        role: "manager",
+        isSuperUser: true,
+        active: true,
+        oidcSub: "oidc-manager-sub",
+        userId: null,
+        icalToken: null,
+        createdAt: new Date(),
+        updatedAt: new Date(),
+      },
+    ],
+    services: [
+      { id: "service-1", name: "Full Groom", description: null, basePriceCents: 6000, durationMinutes: 120, active: true, createdAt: new Date(), updatedAt: new Date() },
+      { id: "service-2", name: "Bath & Brush", description: null, basePriceCents: 4000, durationMinutes: 60, active: true, createdAt: new Date(), updatedAt: new Date() },
+    ],
+  };
+}
+
+vi.mock("../db/index.js", () => {
+  const pets = new Proxy({ _name: "pets" }, { get: (t, p) => p === "_name" ? "pets" : {} });
+  const appointments = new Proxy({ _name: "appointments" }, { get: (t, p) => p === "_name" ? "appointments" : {} });
+  const groomingVisitLogs = new Proxy({ _name: "groomingVisitLogs" }, { get: (t, p) => p === "_name" ? "groomingVisitLogs" : {} });
+  const staff = new Proxy({ _name: "staff" }, { get: (t, p) => p === "_name" ? "staff" : {} });
+  const services = new Proxy({ _name: "services" }, { get: (t, p) => p === "_name" ? "services" : {} });
+
+  function makeChainable(rows: unknown[]) {
+    const arr = rows as unknown[];
+    return new Proxy(arr, {
+      get(target, prop) {
+        if (prop === "where" || prop === "orderBy" || prop === "limit" || prop === "leftJoin" || prop === "from") {
+          return () => makeChainable(target);
+        }
+        if (prop === Symbol.iterator) {
+          return function* () { for (const v of target) yield v; };
+        }
+        // @ts-expect-error proxy
+        return target[prop];
+      },
+    });
+  }
+
+  return {
+    getDb: () => ({
+      select: () => ({
+        from: (table: unknown) => {
+          const name = (table as { _name?: string })._name;
+          if (name === "pets") return makeChainable(mock.pets);
+          if (name === "appointments") return makeChainable(mock.appointments);
+          if (name === "groomingVisitLogs") return makeChainable(mock.groomingLogs);
+          if (name === "staff") return makeChainable(mock.staffMembers);
+          if (name === "services") return makeChainable(mock.services);
+          return makeChainable([]);
+        },
+      }),
+      insert: () => ({ values: () => ({ returning: () => [{}] }) }),
+      update: () => ({ set: () => ({ where: () => ({ returning: () => [{}] }) }) }),
+      delete: () => ({ where: () => ({ returning: () => [{}] }) }),
+    }),
+    pets,
+    appointments,
+    groomingVisitLogs,
+    staff,
+    services,
+    and: vi.fn((a: unknown, b: unknown) => [a, b]),
+    desc: vi.fn((c: unknown) => c),
+    eq: vi.fn((_col: unknown, _val: unknown) => ({ col: _col, val: _val })),
+    exists: vi.fn(() => true),
+    gte: vi.fn((a: unknown, b: unknown) => ({ col: a, val: b })),
+    or: vi.fn((a: unknown, b: unknown) => [a, b]),
+    sql: vi.fn((str: string) => str),
+  };
+});
+
+// ─── Helpers ──────────────────────────────────────────────────────────────────
+
+function makeApp(staff: StaffRow = MANAGER) {
+  const app = new Hono<AppEnv>();
+  app.use("*", async (c, next) => {
+    c.set("staff", staff);
+    await next();
+  });
+  return app.route("/pets", petsRouter);
+}
+
+// ─── Tests ────────────────────────────────────────────────────────────────────
+
+describe("GET /:id/profile-summary", () => {
+  beforeEach(resetMock);
+
+  it("returns 404 for non-existent pet", async () => {
+    const app = makeApp();
+    mock.pets = [];
+    const res = await app.request(`/pets/${PET_ID}/profile-summary`);
+    expect(res.status).toBe(404);
+  });
+
+  it("returns 403 for groomer with no pet linkage", async () => {
+    const app = makeApp(GROOMER);
+    // Groomer has no linkage to this pet's client — clear appointments
+    mock.appointments = [];
+    const res = await app.request(`/pets/${PET_ID}/profile-summary`);
+    expect(res.status).toBe(403);
+  });
+
+  it("returns complete aggregated profile for manager", async () => {
+    const app = makeApp(MANAGER);
+    const res = await app.request(`/pets/${PET_ID}/profile-summary`);
+    expect(res.status).toBe(200);
+    const body = await res.json();
+    expect(body.id).toBe(PET_ID);
+    expect(body.name).toBe("Biscuit");
+    expect(body.species).toBe("dog");
+    expect(body.recentGroomingHistory).toBeInstanceOf(Array);
+    expect(body.lastVisitDate).toBeTruthy();
+    expect(body.visitCount).toBeGreaterThanOrEqual(0);
+  });
+
+  it("groomer with pet linkage returns 200", async () => {
+    const app = makeApp(GROOMER);
+    const res = await app.request(`/pets/${PET_ID}/profile-summary`);
+    expect(res.status).toBe(200);
+  });
+
+  it("recentGroomingHistory is limited to 10 entries", async () => {
+    const app = makeApp(MANAGER);
+    const res = await app.request(`/pets/${PET_ID}/profile-summary`);
+    expect(res.status).toBe(200);
+    const body = await res.json();
+    expect(body.recentGroomingHistory.length).toBeLessThanOrEqual(10);
+  });
+
+  it("returns null upcomingAppointment when none scheduled", async () => {
+    const app = makeApp(MANAGER);
+    mock.appointments = [];
+    const res = await app.request(`/pets/${PET_ID}/profile-summary`);
+    expect(res.status).toBe(200);
+    const body = await res.json();
+    expect(body.upcomingAppointment).toBeNull();
+  });
+});
+
+describe("GET /:id/profile-summary — visitCount", () => {
+  beforeEach(resetMock);
+
+  it("returns visitCount >= 2 when pet has 2+ completed appointments", async () => {
+    const app = makeApp(MANAGER);
+    // Add a second completed appointment
+    mock.appointments = [
+      ...mock.appointments,
+      {
+        id: "appt-completed-2",
+        clientId: CLIENT_ID,
+        petId: PET_ID,
+        serviceId: "service-1",
+        staffId: "staff-groomer-id",
+        batherStaffId: null,
+        status: "completed",
+        startTime: new Date("2024-07-01T09:00:00Z"),
+        endTime: new Date("2024-07-01T11:00:00Z"),
+        notes: null,
+        priceCents: 6000,
+        seriesId: null,
+        seriesIndex: null,
+        groupId: null,
+        confirmationStatus: "confirmed",
+        confirmedAt: null,
+        cancelledAt: null,
+        confirmationToken: null,
+        customerNotes: null,
+        createdAt: new Date("2024-06-15"),
+        updatedAt: new Date("2024-06-15"),
+      },
+    ];
+    const res = await app.request(`/pets/${PET_ID}/profile-summary`);
+    expect(res.status).toBe(200);
+    const body = await res.json();
+    expect(body.visitCount).toBeGreaterThanOrEqual(2);
+  });
+
+  it("returns visitCount = 0 when no completed appointments", async () => {
+    const app = makeApp(MANAGER);
+    mock.appointments = mock.appointments.map((a) => ({ ...a, status: "cancelled" }));
+    const res = await app.request(`/pets/${PET_ID}/profile-summary`);
+    expect(res.status).toBe(200);
+    const body = await res.json();
+    expect(body.visitCount).toBe(0);
+  });
+});
+
+describe("GET /:id/profile-summary — empty history", () => {
+  beforeEach(resetMock);
+
+  it("returns empty history array when no grooming logs", async () => {
+    const app = makeApp(MANAGER);
+    mock.groomingLogs = [];
+    const res = await app.request(`/pets/${PET_ID}/profile-summary`);
+    expect(res.status).toBe(200);
+    const body = await res.json();
+    expect(body.recentGroomingHistory).toEqual([]);
+    expect(body.lastVisitDate).toBeNull();
+  });
+});

apps/api/src/routes/pets.ts

@@ -1,7 +1,7 @@
 import { Hono } from "hono";
 import { zValidator } from "@hono/zod-validator";
 import { z } from "zod/v3";
-import { and, eq, exists, getDb, or, pets, appointments } from "../db/index.js";
+import { and, desc, eq, exists, getDb, gte, groomingVisitLogs, or, pets, appointments, staff, services, sql } from "../db/index.js";
 import type { AppEnv } from "../middleware/rbac.js";
 import {
   getPresignedUploadUrl,
@@ -283,3 +283,133 @@ petsRouter.get("/:petId/photo", async (c) => {
   const url = await getPresignedGetUrl(pet.photoKey);
   return c.json({ url, photoKey: pet.photoKey, photoUploadedAt: pet.photoUploadedAt });
 });
+
+// ─── Profile Summary ───────────────────────────────────────────────────────────
+
+async function groomerLinkageCheck(
+  db: ReturnType<typeof getDb>,
+  clientId: string,
+  staffRow: NonNullable<AppEnv["Variables"]["staff"]>
+): Promise<boolean> {
+  const [linkage] = await db
+    .select({ id: appointments.id })
+    .from(appointments)
+    .where(
+      and(
+        eq(appointments.clientId, clientId),
+        or(
+          eq(appointments.staffId, staffRow.id),
+          eq(appointments.batherStaffId, staffRow.id)
+        )
+      )
+    )
+    .limit(1);
+  return !!linkage;
+}
+
+/**
+ * GET /:id/profile-summary
+ * Returns aggregated profile: basic pet fields + grooming history + visit stats + upcoming appointment.
+ * Groomer RBAC: same visibility rules as GET /:id.
+ */
+petsRouter.get("/:id/profile-summary", async (c) => {
+  const db = getDb();
+  const petId = c.req.param("id");
+  const staffRow = c.get("staff");
+  const isGroomer = staffRow?.role === "groomer";
+
+  const [row] = await db.select().from(pets).where(eq(pets.id, petId));
+  if (!row) return c.json({ error: "Not found" }, 404);
+
+  if (isGroomer) {
+    const hasLinkage = await groomerLinkageCheck(db, row.clientId, staffRow);
+    if (!hasLinkage) return c.json({ error: "Forbidden" }, 403);
+  }
+
+  // Recent grooming history: last 10, with staff name join
+  const historyRows = await db
+    .select({
+      id: groomingVisitLogs.id,
+      petId: groomingVisitLogs.petId,
+      appointmentId: groomingVisitLogs.appointmentId,
+      staffId: groomingVisitLogs.staffId,
+      staffName: staff.name,
+      cutStyle: groomingVisitLogs.cutStyle,
+      productsUsed: groomingVisitLogs.productsUsed,
+      notes: groomingVisitLogs.notes,
+      groomedAt: groomingVisitLogs.groomedAt,
+      createdAt: groomingVisitLogs.createdAt,
+    })
+    .from(groomingVisitLogs)
+    .leftJoin(staff, eq(staff.id, groomingVisitLogs.staffId))
+    .where(eq(groomingVisitLogs.petId, petId))
+    .orderBy(desc(groomingVisitLogs.groomedAt))
+    .limit(10);
+
+  const recentGroomingHistory = historyRows.map((r) => ({
+    id: r.id,
+    petId: r.petId,
+    appointmentId: r.appointmentId,
+    staffId: r.staffId,
+    staffName: r.staffName,
+    cutStyle: r.cutStyle,
+    productsUsed: r.productsUsed,
+    notes: r.notes,
+    groomedAt: r.groomedAt?.toISOString() ?? null,
+    createdAt: r.createdAt?.toISOString() ?? null,
+  }));
+
+  const lastVisitDate = historyRows[0]?.groomedAt?.toISOString() ?? null;
+
+  // Completed appointment count for this pet
+  const [{ count: visitCount }] = await db
+    .select({ count: sql<number>`count(*)::int` })
+    .from(appointments)
+    .where(and(eq(appointments.petId, petId), eq(appointments.status, "completed")));
+
+  // Upcoming appointment: next scheduled or confirmed
+  const [nextAppt] = await db
+    .select({
+      id: appointments.id,
+      serviceId: appointments.serviceId,
+      staffId: appointments.staffId,
+      startTime: appointments.startTime,
+      endTime: appointments.endTime,
+      status: appointments.status,
+      serviceName: services.name,
+      staffName: staff.name,
+    })
+    .from(appointments)
+    .leftJoin(services, eq(services.id, appointments.serviceId))
+    .leftJoin(staff, eq(staff.id, appointments.staffId))
+    .where(
+      and(
+        eq(appointments.petId, petId),
+        or(eq(appointments.status, "scheduled"), eq(appointments.status, "confirmed")),
+        gte(appointments.startTime, new Date())
+      )
+    )
+    .orderBy(appointments.startTime)
+    .limit(1);
+
+  const upcomingAppointment = nextAppt
+    ? {
+        id: nextAppt.id,
+        serviceId: nextAppt.serviceId,
+        serviceName: nextAppt.serviceName,
+        staffId: nextAppt.staffId,
+        staffName: nextAppt.staffName,
+        startTime: nextAppt.startTime?.toISOString() ?? null,
+        endTime: nextAppt.endTime?.toISOString() ?? null,
+        status: nextAppt.status,
+      }
+    : null;
+
+  return c.json({
+    ...row,
+    recentGroomingHistory,
+    lastVisitDate,
+    visitCount,
+    upcomingAppointment,
+  });
+});

packages/types/src/index.ts

@@ -225,3 +225,34 @@ export interface MedicalAlert {
 }
 
 export type CoatType = "smooth" | "double" | "curly" | "wire" | "long" | "hairless";
+
+export interface GroomingHistoryEntry {
+  id: string;
+  petId: string;
+  appointmentId: string | null;
+  staffId: string | null;
+  staffName: string | null;
+  cutStyle: string | null;
+  productsUsed: string | null;
+  notes: string | null;
+  groomedAt: string;
+  createdAt: string;
+}
+
+export interface UpcomingAppointment {
+  id: string;
+  serviceId: string;
+  serviceName: string;
+  staffId: string | null;
+  staffName: string | null;
+  startTime: string;
+  endTime: string;
+  status: AppointmentStatus;
+}
+
+export interface PetProfileSummary extends Pet {
+  recentGroomingHistory: GroomingHistoryEntry[];
+  lastVisitDate: string | null;
+  visitCount: number;
+  upcomingAppointment: UpcomingAppointment | null;
+}