fix(pending-ops): record posted ids and land failed_partial instead of clean rejected after partial commits (#842) (#1110)

Multi-step executors (match_transaction_invoice, credit_invoice) post an
irreversible voucher or persist a credit note and then run later fallible
steps. A failure there previously marked the whole op status=rejected,
hiding the posted entity and its id from operators.

- new migration 20260722134114: add failed_partial to the
  pending_operations status CHECK and treat it as terminal in both
  immutability triggers (immutable, undeletable, never re-claimable)
- PartialCommitError + ExecutorResult.partialPostedIds carry the posted
  ids; the dispatcher writes status=failed_partial with
  result_data.posted_ids and returns code=partial_commit
- instrument only the two named executors; hoist the read-only
  settlement-account resolution above the storno in the match executor
- consumer sweep: status union + query schema widened, failed_partial
  folds into the Avvisade tab with a badge and posted-ids detail line,
  bulk/reject routes and MCP tools message it explicitly, worklist and
  expiry sweep intentionally untouched (not pending work)
- tests: pg-real coverage for the new terminal semantics, dispatcher unit
  tests for both partial paths plus byte-for-byte regression guards

Fixes #842

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
2026-07-22 18:33:49 +02:00
committed by GitHub
parent 27ef398623
commit 3e1ea29d02
16 changed files with 795 additions and 23 deletions
+1
View File
@@ -275,3 +275,4 @@ One line per decision: `[YYYY-MM-DD] <decision>: <why>`. Appended by agents and
[2026-07-22] LEGACY_DISCOVERY_HOSTS drift guard (#1093) is an exported validateLegacyDiscoveryHosts() returning a violations list, exercised only by a unit test that pins the registered prod config (app.accounted.se canonical + app.gnubok.se SKV pin), not a startup assertion: CI does not set the prod env vars, so a runtime assertion would either no-op in CI or crash self-hosted deploys with different domains; the test-pinned constants make any allowlist or pin change a deliberate, reviewed edit.
[2026-07-22] Stuck-committing recovery sweep (#843) rejects rows without positive evidence instead of reverting to pending, and only three op types (categorize_transaction, link_transaction_journal_entry, match_transaction_invoice) can recover to committed: no generic side-effect -> pending_op linkage exists yet (that is #842's posted-ids work), so evidence is limited to types whose params identify a target row with an unambiguous posted state; reverting to pending risks re-executing side-effects that posted without a trace (duplicate entries/emails).
[2026-07-22] MCP briefing recommended_tools (#1098) ships as a STATIC per-workflow loadout list, not state-gated: the briefing does not query workflow state (unbooked counts, open periods) today, so gating would add reads to the session-bootstrap hot path for marginal honesty; drift protection is a module-init assert against the tool registry + workflow-skill slugs, pinned by tests.
[2026-07-22] failed_partial (#842) is a TERMINAL, immutable pending_operations status, never released back to pending: the executor already posted an irreversible voucher/credit note, so a retry would double-post and a status rewrite would violate BFL 7 kap.; recovery is a manual storno guided by result_data.posted_ids. Exception kept: AccountsNotInChartError in match_transaction_invoice still releases to pending because that executor is re-entrant past the storno.
+26
View File
@@ -275,6 +275,19 @@ function isAutoExpired(op: PendingOperation): boolean {
return op.status === 'rejected' && rd?.auto_rejected === true && rd?.reason === 'expired'
}
/**
* failed_partial rows (issue #842): the executor posted an irreversible
* voucher/credit note and then failed a later step. The dispatcher persisted
* the ids of what WAS posted in result_data.posted_ids; render them so the
* reviewer can locate the orphaned entity.
*/
function failedPartialPostedIds(op: PendingOperation): string | null {
const rd = op.result_data as { posted_ids?: Record<string, string> } | null
const entries = Object.entries(rd?.posted_ids ?? {})
if (entries.length === 0) return null
return entries.map(([key, value]) => `${key}: ${value}`).join(', ')
}
function formatRelativeTime(dateStr: string): string {
const now = new Date()
const date = new Date(dateStr)
@@ -1253,6 +1266,11 @@ export default function PendingOperationsPage() {
{t('badge_auto_expired')}
</Badge>
)}
{op.status === 'failed_partial' && (
<Badge variant="warning" className="ml-1 h-4 px-1.5 py-0 text-[10px]">
{t('badge_failed_partial')}
</Badge>
)}
</DataListMeta>
{showHighRiskWarning && (
<p className="mt-1 flex items-start gap-1 text-xs text-destructive">
@@ -1273,6 +1291,14 @@ export default function PendingOperationsPage() {
{t('auto_expired_detail')}
</p>
)}
{op.status === 'failed_partial' && (
<p className="mt-1 text-xs text-muted-foreground">
{t('failed_partial_detail')}
{failedPartialPostedIds(op) && (
<span className="font-mono"> ({failedPartialPostedIds(op)})</span>
)}
</p>
)}
</DataListRow>
)
})
@@ -70,9 +70,13 @@ export const POST = withRouteContext<{ params: Promise<{ id: string }> }>(
? 'Operation already rejected.'
: op.status === 'expired'
? 'Operation already expired and can no longer be rejected.'
: `Operation already ${op.status}: it was approved explicitly (most likely via the ` +
'Att göra / pending UI in parallel), not auto-committed. It can no longer be rejected; ' +
'reverse or correct the resulting verifikat instead.'
: op.status === 'failed_partial'
? 'Operation already resolved as failed_partial: it failed after posting an ' +
'irreversible voucher. It can no longer be rejected; see result_data.posted_ids ' +
'for what was posted and correct it with a storno if needed.'
: `Operation already ${op.status}: it was approved explicitly (most likely via the ` +
'Att göra / pending UI in parallel), not auto-committed. It can no longer be rejected; ' +
'reverse or correct the resulting verifikat instead.'
return NextResponse.json(
{ error: explained, status: op.status },
{ status: 409 }
@@ -21,6 +21,7 @@ const STATUS_LABELS_SV: Record<string, string> = {
committing: 'godkänns just nu',
committed: 'godkänd',
rejected: 'avvisad',
failed_partial: 'delvis genomförd',
}
export const POST = withRouteContext(
@@ -16,6 +16,7 @@ const STATUS_LABELS_SV: Record<string, string> = {
committed: 'godkänd',
rejected: 'avvisad',
expired: 'utgången',
failed_partial: 'delvis genomförd',
}
/**
+11 -3
View File
@@ -23,11 +23,19 @@ export const GET = withRouteContext(
// newer rejections and the "Utgick automatiskt" context would never be seen.
const orderColumn = status === 'pending' ? 'created_at' : 'resolved_at'
// 'failed_partial' rows (issue #842: op failed AFTER posting an
// irreversible voucher) surface inside the Avvisade tab rather than a
// fourth tab: they are resolved-with-failure and must stay visible to the
// operator, but a dedicated tab for a rare state would bury it. A direct
// ?status=failed_partial query still returns only those rows.
const statusesFor = (candidate: string): string[] =>
candidate === 'rejected' ? ['rejected', 'failed_partial'] : [candidate]
const listPromise = supabase
.from('pending_operations')
.select('*', { count: 'exact' })
.eq('company_id', companyId)
.eq('status', status)
.in('status', statusesFor(status))
.order(orderColumn, { ascending: false, nullsFirst: false })
.range(offset, offset + limit - 1)
@@ -45,7 +53,7 @@ export const GET = withRouteContext(
.from('pending_operations')
.select('id', { count: 'exact', head: true })
.eq('company_id', companyId)
.eq('status', candidate),
.in('status', statusesFor(candidate)),
),
])
@@ -55,7 +63,7 @@ export const GET = withRouteContext(
return NextResponse.json({ error: getUserErrorMessage(error) }, { status: 500 })
}
const counts: Partial<Record<(typeof statuses)[number], number>> = {
const counts: Partial<Record<(typeof statuses)[number] | 'failed_partial', number>> = {
[status]: count ?? 0,
}
otherStatuses.forEach((candidate, index) => {
+7 -3
View File
@@ -13168,7 +13168,7 @@ export const tools: McpTool[] = [
type: 'object',
additionalProperties: false,
properties: {
status: { type: 'string', enum: ['pending', 'committing', 'committed', 'rejected'], description: 'Default: pending' },
status: { type: 'string', enum: ['pending', 'committing', 'committed', 'rejected', 'failed_partial'], description: 'Default: pending' },
risk_level: { type: 'string', enum: ['low', 'medium', 'high'] },
operation_type: { type: 'string', description: 'Filter to a single operation_type (e.g. "create_invoice")' },
limit: { type: 'number', minimum: 1, maximum: 200, description: 'Default 50' },
@@ -13408,8 +13408,12 @@ export const tools: McpTool[] = [
throw new Error(
op.status === 'rejected'
? 'Operation already rejected.'
: `Operation already ${op.status}: approved explicitly (likely via the pending UI), ` +
'not auto-committed. Reverse or correct the resulting verifikat instead.',
: op.status === 'failed_partial'
? 'Operation already resolved as failed_partial: it failed after posting an ' +
'irreversible voucher. See result_data.posted_ids for what was posted and ' +
'correct it with a storno if needed.'
: `Operation already ${op.status}: approved explicitly (likely via the pending UI), ` +
'not auto-committed. Reverse or correct the resulting verifikat instead.',
)
}
+3 -1
View File
@@ -1905,7 +1905,9 @@ export const EventsQuerySchema = z.object({
// ============================================================
export const PendingOperationsQuerySchema = z.object({
status: z.enum(['pending', 'committed', 'rejected']).default('pending'),
// 'failed_partial' is queryable directly; the UI folds it into the
// rejected tab (see app/api/pending-operations/route.ts).
status: z.enum(['pending', 'committed', 'rejected', 'failed_partial']).default('pending'),
limit: z.coerce.number().int().min(1).max(100).default(50),
offset: z.coerce.number().int().nonnegative().default(0),
})
@@ -0,0 +1,343 @@
/**
* failed_partial dispatcher coverage (issue #842).
*
* Multi-step executors post an irreversible voucher (or persist a credit
* note) and then run later fallible steps. When such a later step fails, the
* dispatcher must land the op in the terminal 'failed_partial' status with
* the posted ids in result_data.posted_ids, instead of a clean-looking
* 'rejected' that hides the orphaned voucher. Clean failures (nothing posted
* yet) must keep today's 'rejected' behavior byte-for-byte.
*/
import { describe, it, expect, vi, beforeEach } from 'vitest'
import { eventBus } from '@/lib/events/bus'
import { createQueuedMockSupabase } from '@/tests/helpers'
import { JournalEntryNotBalancedError } from '@/lib/bookkeeping/errors'
import type { PendingOperation } from '@/types'
const mockCreatePaymentEntry = vi.fn()
const mockCreateCashEntry = vi.fn()
const mockCreateCreditNoteEntry = vi.fn()
vi.mock('@/lib/bookkeeping/invoice-entries', async () => {
const actual = await vi.importActual<typeof import('@/lib/bookkeeping/invoice-entries')>(
'@/lib/bookkeeping/invoice-entries',
)
return {
...actual,
createInvoicePaymentJournalEntry: (...args: unknown[]) => mockCreatePaymentEntry(...args),
createInvoiceCashEntry: (...args: unknown[]) => mockCreateCashEntry(...args),
createCreditNoteJournalEntry: (...args: unknown[]) => mockCreateCreditNoteEntry(...args),
}
})
const mockReverseEntry = vi.fn()
vi.mock('@/lib/bookkeeping/engine', async () => {
const actual = await vi.importActual<typeof import('@/lib/bookkeeping/engine')>(
'@/lib/bookkeeping/engine',
)
return {
...actual,
reverseEntry: (...args: unknown[]) => mockReverseEntry(...args),
}
})
import { commitPendingOperation } from '../commit'
function makePendingOp(overrides: Partial<PendingOperation>): PendingOperation {
return {
id: 'op-1',
user_id: 'user-1',
company_id: 'company-1',
operation_type: 'match_transaction_invoice',
status: 'pending',
title: 'test',
params: {},
preview_data: {},
result_data: null,
actor_type: 'user',
actor_id: null,
actor_label: null,
risk_level: 'medium',
created_at: '2026-07-22T00:00:00Z',
resolved_at: null,
updated_at: '2026-07-22T00:00:00Z',
...overrides,
} as PendingOperation
}
/**
* Wraps the queued mock so every .update(payload) is recorded per table:
* the queued helper drops call arguments, but these tests must assert WHAT
* the dispatcher wrote to pending_operations, not only the returned status.
*/
function recordUpdates(supabase: { from: ReturnType<typeof vi.fn> }) {
const updates: Array<{ table: string; payload: Record<string, unknown> }> = []
const original = supabase.from.getMockImplementation() as (table: string) => unknown
supabase.from.mockImplementation((table: string) => {
const chain = original(table) as object
return new Proxy(chain, {
get(target, prop, receiver) {
if (prop === 'update') {
return (payload: Record<string, unknown>) => {
updates.push({ table, payload })
return (Reflect.get(target, 'update', receiver) as (p: unknown) => unknown)(payload)
}
}
return Reflect.get(target, prop, receiver)
},
})
})
return updates
}
function pendingOpUpdates(updates: Array<{ table: string; payload: Record<string, unknown> }>) {
return updates.filter((u) => u.table === 'pending_operations')
}
const baseTransaction = {
id: 'tx-1',
company_id: 'company-1',
amount: 500,
currency: 'SEK',
date: '2026-05-12',
invoice_id: null,
journal_entry_id: null,
cash_account_id: null,
}
const baseInvoice = {
id: 'inv-1',
invoice_number: 'F-2026001',
status: 'sent',
total: 500,
remaining_amount: 500,
paid_amount: 0,
currency: 'SEK',
exchange_rate: null,
journal_entry_id: null,
credited_invoice_id: null,
customer: { name: 'Kund AB' },
}
beforeEach(() => {
vi.clearAllMocks()
eventBus.clear()
mockCreatePaymentEntry.mockResolvedValue({ id: 'je-pay' })
mockCreateCashEntry.mockResolvedValue({ id: 'je-pay' })
mockCreateCreditNoteEntry.mockResolvedValue({ id: 'je-credit' })
mockReverseEntry.mockResolvedValue({ id: 'je-storno' })
})
describe('match_transaction_invoice: partial commit after the storno', () => {
it('lands failed_partial with the reversal voucher id when the payment JE throws after the storno', async () => {
const { supabase, enqueue } = createQueuedMockSupabase()
const updates = recordUpdates(supabase)
enqueue({ data: { id: 'op-1' }, error: null }) // CAS claim
enqueue({ data: { ...baseTransaction, journal_entry_id: 'je-old' }, error: null }) // transaction fetch
enqueue({ data: baseInvoice, error: null }) // invoice fetch
enqueue({ data: { accounting_method: 'accrual', entity_type: 'aktiebolag' }, error: null }) // settings
enqueue({ data: null, error: null }) // transactions unlink after storno
enqueue({ data: null, error: null }) // dispatcher pending_operations update
mockCreatePaymentEntry.mockRejectedValue(new JournalEntryNotBalancedError(500, 400))
const op = makePendingOp({ params: { transaction_id: 'tx-1', invoice_id: 'inv-1' } })
const result = await commitPendingOperation(supabase as never, 'user-1', 'company-1', op)
expect(mockReverseEntry).toHaveBeenCalledWith(expect.anything(), 'company-1', 'user-1', 'je-old')
expect(result.status).toBe('failed')
expect(result.http_status).toBe(500)
expect(result.code).toBe('partial_commit')
expect(result.data).toEqual({ posted_ids: { reversal_journal_entry_id: 'je-storno' } })
const opUpdates = pendingOpUpdates(updates)
// First write is the atomic claim, second is the terminal status.
expect(opUpdates[0]?.payload).toEqual({ status: 'committing' })
expect(opUpdates[1]?.payload).toMatchObject({
status: 'failed_partial',
result_data: {
threw: true,
posted_ids: { reversal_journal_entry_id: 'je-storno' },
},
})
expect(opUpdates[1]?.payload.resolved_at).toBeTruthy()
})
it('lands failed_partial with the payment JE id when the invoice CAS update matches zero rows', async () => {
const { supabase, enqueue } = createQueuedMockSupabase()
const updates = recordUpdates(supabase)
enqueue({ data: { id: 'op-1' }, error: null }) // CAS claim
enqueue({ data: baseTransaction, error: null }) // transaction fetch (no prior JE: no storno)
enqueue({ data: baseInvoice, error: null }) // invoice fetch
enqueue({ data: { accounting_method: 'accrual', entity_type: 'aktiebolag' }, error: null }) // settings
enqueue({ data: [], error: null }) // invoice CAS update: zero rows (raced fully-paid)
enqueue({ data: null, error: null }) // dispatcher pending_operations update
const op = makePendingOp({ params: { transaction_id: 'tx-1', invoice_id: 'inv-1' } })
const result = await commitPendingOperation(supabase as never, 'user-1', 'company-1', op)
// A 409 AFTER the payment voucher posted must NOT auto-reject: it is a
// partial commit and the posted JE id must be surfaced.
expect(result.status).toBe('failed')
expect(result.http_status).toBe(409)
expect(result.auto_rejected).toBeUndefined()
expect(result.code).toBe('partial_commit')
expect(result.data).toEqual({ posted_ids: { payment_journal_entry_id: 'je-pay' } })
const opUpdates = pendingOpUpdates(updates)
expect(opUpdates[1]?.payload).toMatchObject({
status: 'failed_partial',
result_data: {
http_status: 409,
posted_ids: { payment_journal_entry_id: 'je-pay' },
},
})
})
it('keeps the clean rejected path when the failure happens BEFORE anything is posted', async () => {
// The settlement-account lookup now runs before the storno: an infra
// failure there must reject the op with nothing posted and must NOT be
// labeled a partial commit.
const { supabase, enqueue } = createQueuedMockSupabase()
const updates = recordUpdates(supabase)
enqueue({ data: { id: 'op-1' }, error: null }) // CAS claim
enqueue({
data: { ...baseTransaction, journal_entry_id: 'je-old', cash_account_id: 'ca-broken' },
error: null,
}) // transaction fetch
enqueue({ data: baseInvoice, error: null }) // invoice fetch
enqueue({ data: { accounting_method: 'accrual', entity_type: 'aktiebolag' }, error: null }) // settings
enqueue({ data: null, error: { message: 'connection reset' } }) // cash_accounts lookup errors
enqueue({ data: null, error: null }) // dispatcher pending_operations update
const op = makePendingOp({ params: { transaction_id: 'tx-1', invoice_id: 'inv-1' } })
const result = await commitPendingOperation(supabase as never, 'user-1', 'company-1', op)
expect(mockReverseEntry).not.toHaveBeenCalled()
expect(result.status).toBe('failed')
expect(result.code).toBeUndefined()
const opUpdates = pendingOpUpdates(updates)
expect(opUpdates[1]?.payload).toMatchObject({
status: 'rejected',
result_data: { threw: true },
})
})
it('keeps the 409 auto-reject when the CAS update races and no voucher was posted', async () => {
const { supabase, enqueue } = createQueuedMockSupabase()
const updates = recordUpdates(supabase)
enqueue({ data: { id: 'op-1' }, error: null }) // CAS claim
enqueue({ data: baseTransaction, error: null }) // transaction fetch
enqueue({ data: baseInvoice, error: null }) // invoice fetch
enqueue({ data: { accounting_method: 'accrual', entity_type: 'aktiebolag' }, error: null }) // settings
enqueue({ data: [], error: null }) // invoice CAS update: zero rows
enqueue({ data: null, error: null }) // dispatcher pending_operations update
// JE creation "succeeded" with null (e.g. no open fiscal period):
// nothing was posted, so today's auto-reject semantics must survive.
mockCreatePaymentEntry.mockResolvedValue(null)
const op = makePendingOp({ params: { transaction_id: 'tx-1', invoice_id: 'inv-1' } })
const result = await commitPendingOperation(supabase as never, 'user-1', 'company-1', op)
expect(result.status).toBe('rejected')
expect(result.auto_rejected).toBe(true)
expect(result.http_status).toBe(409)
const opUpdates = pendingOpUpdates(updates)
expect(opUpdates[1]?.payload).toMatchObject({
status: 'rejected',
result_data: { auto_rejected: true },
})
})
})
describe('credit_invoice: partial commit after the credit note persisted', () => {
const originalInvoice = {
id: 'inv-1',
invoice_number: 'F-2026001',
status: 'sent',
document_type: 'invoice',
customer_id: 'cust-1',
delivery_date: null,
currency: 'SEK',
exchange_rate: null,
exchange_rate_date: null,
subtotal: 400,
subtotal_sek: 400,
vat_amount: 100,
vat_amount_sek: 100,
total: 500,
total_sek: 500,
vat_treatment: 'standard_25',
vat_rate: 25,
moms_ruta: null,
reverse_charge_text: null,
your_reference: null,
our_reference: null,
journal_entry_id: null,
default_dimensions: {},
items: [],
}
it('lands failed_partial with the credit note id when the credit-note JE throws', async () => {
const { supabase, enqueue } = createQueuedMockSupabase()
const updates = recordUpdates(supabase)
enqueue({ data: { id: 'op-1' }, error: null }) // CAS claim
enqueue({ data: originalInvoice, error: null }) // original invoice fetch
enqueue({ data: { id: 'cn-1', invoice_date: '2026-07-22' }, error: null }) // credit note insert
enqueue({ data: null, error: null }) // invoice_items insert
enqueue({ data: null, error: null }) // original invoice -> credited
enqueue({
data: { id: 'cn-1', invoice_date: '2026-07-22', items: [], customer: { name: 'Kund AB' } },
error: null,
}) // complete credit note fetch
enqueue({ data: { entity_type: 'aktiebolag', accounting_method: 'accrual' }, error: null }) // settings
enqueue({ data: null, error: null }) // dispatcher pending_operations update
mockCreateCreditNoteEntry.mockRejectedValue(new JournalEntryNotBalancedError(500, 400))
const op = makePendingOp({
operation_type: 'credit_invoice',
params: { invoice_id: 'inv-1' },
})
const result = await commitPendingOperation(supabase as never, 'user-1', 'company-1', op)
expect(result.status).toBe('failed')
expect(result.code).toBe('partial_commit')
expect(result.data).toEqual({
posted_ids: { credit_note_id: 'cn-1', original_invoice_id: 'inv-1' },
})
const opUpdates = pendingOpUpdates(updates)
expect(opUpdates[1]?.payload).toMatchObject({
status: 'failed_partial',
result_data: {
threw: true,
posted_ids: { credit_note_id: 'cn-1', original_invoice_id: 'inv-1' },
},
})
})
it('keeps the clean rejected path when the credit note itself fails to persist', async () => {
const { supabase, enqueue } = createQueuedMockSupabase()
const updates = recordUpdates(supabase)
enqueue({ data: { id: 'op-1' }, error: null }) // CAS claim
enqueue({ data: originalInvoice, error: null }) // original invoice fetch
enqueue({ data: null, error: { message: 'insert failed' } }) // credit note insert fails
enqueue({ data: null, error: null }) // dispatcher pending_operations update
const op = makePendingOp({
operation_type: 'credit_invoice',
params: { invoice_id: 'inv-1' },
})
const result = await commitPendingOperation(supabase as never, 'user-1', 'company-1', op)
expect(result.status).toBe('failed')
expect(result.code).toBeUndefined()
expect(mockCreateCreditNoteEntry).not.toHaveBeenCalled()
const opUpdates = pendingOpUpdates(updates)
expect(opUpdates[1]?.payload).toMatchObject({ status: 'rejected' })
})
})
+124 -10
View File
@@ -60,6 +60,7 @@ import {
type SkatteverketCommitServices,
type SkvSubmitResult,
} from '@/lib/pending-operations/skatteverket-commit'
import { PartialCommitError } from '@/lib/pending-operations/errors'
import { getEmailService } from '@/lib/email/service'
import { hasCapability, CAPABILITY_BLOCKED_MESSAGE_SV } from '@/lib/entitlements/has-capability'
import { PAID_OPERATION_CAPABILITY_MAP } from '@/lib/entitlements/keys'
@@ -192,7 +193,16 @@ async function recordSkippedInvoiceJournalEntry(
// ── Executors ────────────────────────────────────────────────────
type ExecutorResult = { data?: Record<string, unknown>; error?: string; status?: number }
type ExecutorResult = {
data?: Record<string, unknown>
error?: string
status?: number
// Set when the executor already performed an irreversible side-effect
// (posted voucher, persisted credit note) before the failure in `error`:
// the dispatcher then lands the op in 'failed_partial' instead of
// 'rejected' and persists these ids in result_data.posted_ids (issue #842).
partialPostedIds?: Record<string, string>
}
async function commitCategorizeTransaction(
supabase: SupabaseClient,
@@ -1722,13 +1732,13 @@ async function commitMatchTransactionInvoice(
}
const { newPaidAmount, newRemaining, isFullyPaid, newStatus } = payment.plan
if (transaction.journal_entry_id) {
await reverseEntry(supabase, companyId, userId, transaction.journal_entry_id)
await supabase.from('transactions').update({ journal_entry_id: null }).eq('id', transactionId)
}
const now = new Date().toISOString()
// Read-only prevalidation, deliberately hoisted ABOVE the irreversible
// storno below (issue #842): resolveSettlementAccount can throw
// (BookkeepingDatabaseError on a failed cash_accounts lookup), and a throw
// here must reject the op with NOTHING posted. Behavior-preserving on the
// happy path: these are pure reads.
const { data: settings } = await supabase
.from('company_settings').select('accounting_method, entity_type').eq('company_id', companyId).single()
@@ -1746,6 +1756,17 @@ async function commitMatchTransactionInvoice(
// transaction settled into. Mirrors the match-invoice route fix.
const paymentAccount = await resolveSettlementAccount(supabase, companyId, transaction.cash_account_id, log)
// From here on the executor posts irreversible vouchers. Track their ids so
// a later failure can land the op in 'failed_partial' carrying them
// (issue #842) instead of a clean-looking 'rejected'.
const postedIds: Record<string, string> = {}
if (transaction.journal_entry_id) {
const reversal = await reverseEntry(supabase, companyId, userId, transaction.journal_entry_id)
postedIds.reversal_journal_entry_id = reversal.id
await supabase.from('transactions').update({ journal_entry_id: null }).eq('id', transactionId)
}
let journalEntryId: string | null = null
try {
if (useCashEntry) {
@@ -1762,9 +1783,26 @@ async function commitMatchTransactionInvoice(
journalEntryId = je?.id ?? null
}
} catch (err) {
if (isBookkeepingError(err)) throw err
// Recoverable: the dispatcher releases the op back to 'pending' and this
// executor is re-entrant past the storno (the transaction was unlinked
// above, so a retry does not post a second storno). Keep that path even
// when a reversal voucher was already posted.
if (err instanceof AccountsNotInChartError) throw err
if (isBookkeepingError(err)) {
// A reversal voucher already posted makes this a partial commit, not a
// clean failure: surface the storno id (issue #842).
if (Object.keys(postedIds).length > 0) {
throw new PartialCommitError(
`match_transaction_invoice failed after posting a reversal voucher: ${err instanceof Error ? err.message : 'journal entry creation failed'}`,
postedIds,
err,
)
}
throw err
}
log.error('Failed to create match journal entry:', err)
}
if (journalEntryId) postedIds.payment_journal_entry_id = journalEntryId
const { data: updatedRows, error: updateInvError } = await supabase
.from('invoices')
@@ -1778,9 +1816,19 @@ async function commitMatchTransactionInvoice(
.in('status', ['sent', 'overdue', 'partially_paid'])
.select('id')
if (updateInvError) return { error: 'Failed to update invoice status', status: 500 }
if (updateInvError) {
return {
error: 'Failed to update invoice status',
status: 500,
...(Object.keys(postedIds).length > 0 ? { partialPostedIds: postedIds } : {}),
}
}
if (!updatedRows || updatedRows.length === 0) {
return { error: 'Invoice has already been fully paid or is no longer matchable', status: 409 }
return {
error: 'Invoice has already been fully paid or is no longer matchable',
status: 409,
...(Object.keys(postedIds).length > 0 ? { partialPostedIds: postedIds } : {}),
}
}
const paymentNotes = (accountingMethod === 'cash' && !isFullyPaid)
@@ -3034,7 +3082,19 @@ async function commitCreditInvoice(
.eq('id', creditNote.id)
}
} catch (err) {
if (isBookkeepingError(err)) throw err
if (isBookkeepingError(err)) {
// The credit note row and the original's 'credited' flip are already
// persisted: a clean 'rejected' would hide them. Land the op in
// 'failed_partial' carrying the ids (issue #842). This intentionally
// covers AccountsNotInChartError too: the release-to-pending retry
// path cannot recover a credit_invoice op (re-running the executor
// auto-rejects with 409 because the original is already 'credited').
throw new PartialCommitError(
`credit_invoice failed after persisting the credit note: ${err instanceof Error ? err.message : 'journal entry creation failed'}`,
{ credit_note_id: creditNote.id, original_invoice_id: id },
err,
)
}
log.error('Failed to create credit note journal entry:', err)
}
@@ -4615,6 +4675,30 @@ async function commitPendingOperationInner(
}
}
} catch (err) {
// Partial commit (issue #842): the executor already posted an
// irreversible side-effect (storno voucher, credit note) before a later
// step failed. 'rejected' would misrepresent reality and hide the posted
// entity, so land the op in the terminal 'failed_partial' status with the
// posted ids in result_data so an operator can locate the orphan. Checked
// FIRST: a wrapped recoverable cause must NOT release the claim back to
// 'pending' (the side-effect already exists).
if (err instanceof PartialCommitError) {
await supabase
.from('pending_operations')
.update({
status: 'failed_partial',
resolved_at: new Date().toISOString(),
result_data: { error: err.message, threw: true, posted_ids: err.postedIds },
})
.eq('id', pendingOp.id)
return {
status: 'failed',
error: err.message,
http_status: 500,
code: 'partial_commit',
data: { posted_ids: err.postedIds },
}
}
// Accounts-not-in-chart is RECOVERABLE: the booking itself is valid; the
// company's chart just lacks the (standard BAS) accounts it posts to. Do
// NOT consume the op: release the atomic claim back to 'pending' so the
@@ -4670,6 +4754,36 @@ async function commitPendingOperationInner(
}
if (result.error) {
// Structured partial marker (issue #842): same semantics as the
// PartialCommitError branch above, for executors that report the failure
// via the ExecutorResult contract instead of throwing. Must run before
// the auto-reject branch: a 409 AFTER a voucher was posted is a partial
// commit, not a re-stageable rejection.
const partialPostedIds =
result.partialPostedIds && Object.keys(result.partialPostedIds).length > 0
? result.partialPostedIds
: null
if (partialPostedIds) {
await supabase
.from('pending_operations')
.update({
status: 'failed_partial',
resolved_at: new Date().toISOString(),
result_data: {
error: result.error,
http_status: result.status,
posted_ids: partialPostedIds,
},
})
.eq('id', pendingOp.id)
return {
status: 'failed',
error: result.error,
http_status: result.status ?? 500,
code: 'partial_commit',
data: { posted_ids: partialPostedIds },
}
}
const isAutoReject = result.status === 404 || result.status === 409
await supabase
.from('pending_operations')
+35
View File
@@ -0,0 +1,35 @@
/**
* Typed errors for the pending-operations commit path.
*
* PartialCommitError is thrown by multi-step executors when an irreversible
* side-effect (posted voucher, persisted credit note) already exists and a
* LATER step fails. The dispatcher (commitPendingOperationInner) detects it
* and lands the op in the terminal status 'failed_partial' instead of
* 'rejected', persisting the posted ids in result_data.posted_ids so an
* operator can locate the orphaned voucher/entity (issue #842).
*
* Do NOT throw this before the first irreversible step: a clean failure with
* nothing posted must keep today's 'rejected' semantics.
*/
export class PartialCommitError extends Error {
readonly name = 'PartialCommitError'
/**
* Ids of the entities that were irreversibly created before the failure,
* keyed by a stable snake_case label (e.g. reversal_journal_entry_id,
* payment_journal_entry_id, credit_note_id). Persisted verbatim into
* pending_operations.result_data.posted_ids.
*/
readonly postedIds: Record<string, string>
/** The underlying failure that interrupted the executor. */
readonly cause: unknown
constructor(message: string, postedIds: Record<string, string>, cause?: unknown) {
super(message)
this.postedIds = postedIds
this.cause = cause
}
}
export function isPartialCommitError(err: unknown): err is PartialCommitError {
return err instanceof PartialCommitError
}
+3 -1
View File
@@ -505,7 +505,9 @@
"origin_api": "Suggested via API integration",
"origin_cron": "Created by a scheduled job",
"badge_auto_expired": "Expired automatically",
"auto_expired_detail": "Expired automatically after 30 days without action. Nothing was booked."
"auto_expired_detail": "Expired automatically after 30 days without action. Nothing was booked.",
"badge_failed_partial": "Partially completed",
"failed_partial_detail": "The action was interrupted after an irreversible posting had already been made. What was posted remains and may need manual correction."
},
"deadlines": {
"title": "Deadlines",
+3 -1
View File
@@ -505,7 +505,9 @@
"origin_api": "Föreslaget via API-integration",
"origin_cron": "Skapat av automatiskt jobb",
"badge_auto_expired": "Utgick automatiskt",
"auto_expired_detail": "Utgick automatiskt efter 30 dagar utan åtgärd. Inget bokfördes."
"auto_expired_detail": "Utgick automatiskt efter 30 dagar utan åtgärd. Inget bokfördes.",
"badge_failed_partial": "Delvis genomförd",
"failed_partial_detail": "Åtgärden avbröts efter att en oåterkallelig bokföring redan hade skett. Det som bokfördes står kvar och kan behöva rättas manuellt."
},
"deadlines": {
"title": "Deadlines",
@@ -0,0 +1,86 @@
-- Migration: add 'failed_partial' terminal status to pending_operations.
--
-- Issue #842 (follow-up deferred from PR #841): several multi-step executors
-- post an irreversible voucher and then perform a later fallible step (e.g.
-- match_transaction_invoice posts a storno before building the payment JE;
-- credit_invoice persists the credit note before posting its JE). When the
-- later step failed, the dispatcher marked the WHOLE op 'rejected', which
-- misrepresents reality: an immutable voucher/credit note already exists.
--
-- 'failed_partial' is the honest terminal state for that case: the operation
-- did NOT complete, but side-effects were posted and their ids are recorded
-- in result_data.posted_ids so an operator can find the orphaned voucher.
--
-- Semantics:
-- - terminal: rows are immutable and undeletable once in this state, same
-- as 'committed'/'rejected' (BFL 7 kap.: the posted underlag and the
-- record of what happened must be unalterable)
-- - NOT re-committable: the CAS claim only picks up status = 'pending',
-- which already excludes it; the immutability trigger below additionally
-- blocks any status rewrite
-- - NOT pending work: worklist/pending counts filter on 'pending' only
-- =============================================================================
-- 1. pending_operations_status_check: add 'failed_partial'
-- =============================================================================
-- Same drop + re-add pattern as 20260504100000 used when adding 'committing'.
ALTER TABLE public.pending_operations
DROP CONSTRAINT IF EXISTS pending_operations_status_check;
ALTER TABLE public.pending_operations
ADD CONSTRAINT pending_operations_status_check
CHECK (status IN ('pending', 'committing', 'committed', 'rejected', 'failed_partial'));
-- =============================================================================
-- 2. terminal-state immutability: treat 'failed_partial' as terminal
-- =============================================================================
-- Replaces the functions from 20260504100000 (never edit that migration) so
-- the UPDATE/DELETE blockers cover the new terminal state too.
CREATE OR REPLACE FUNCTION public.enforce_pending_operations_immutability()
RETURNS TRIGGER AS $$
BEGIN
IF OLD.status IN ('committed', 'rejected', 'failed_partial') THEN
RAISE EXCEPTION
'pending_operations row % is in terminal state % and cannot be modified (BFL 7 kap.)',
OLD.id, OLD.status
USING ERRCODE = 'check_violation';
END IF;
RETURN NEW;
END;
$$ LANGUAGE plpgsql;
DROP TRIGGER IF EXISTS pending_operations_immutability ON public.pending_operations;
CREATE TRIGGER pending_operations_immutability
BEFORE UPDATE ON public.pending_operations
FOR EACH ROW
EXECUTE FUNCTION public.enforce_pending_operations_immutability();
CREATE OR REPLACE FUNCTION public.enforce_pending_operations_no_delete()
RETURNS TRIGGER AS $$
BEGIN
IF OLD.status IN ('committed', 'rejected', 'failed_partial') THEN
RAISE EXCEPTION
'pending_operations row % is in terminal state % and cannot be deleted (BFL 7 kap.)',
OLD.id, OLD.status
USING ERRCODE = 'check_violation';
END IF;
RETURN OLD;
END;
$$ LANGUAGE plpgsql;
DROP TRIGGER IF EXISTS pending_operations_no_delete ON public.pending_operations;
CREATE TRIGGER pending_operations_no_delete
BEFORE DELETE ON public.pending_operations
FOR EACH ROW
EXECUTE FUNCTION public.enforce_pending_operations_no_delete();
-- Note: pending_ops_auto_commit_status (20260430120000) constrained
-- auto_committed_at to status = 'committed', but it was dropped together with
-- the auto-commit feature in 20260505190027, so there is nothing to expand
-- for the new status.
-- =============================================================================
-- 3. PostgREST schema reload
-- =============================================================================
NOTIFY pgrst, 'reload schema';
@@ -0,0 +1,139 @@
/**
* pg-real coverage for migration 20260722134114_pending_operations_failed_partial_status.
*
* 'failed_partial' (issue #842) is the terminal state for a pending_operation
* whose executor posted an irreversible side-effect (storno voucher, credit
* note) and then failed a later step. These tests prove the schema semantics
* the dispatcher relies on:
* - the CHECK constraint accepts the new status
* - committing -> failed_partial is a legal transition (the dispatcher
* always claims to 'committing' first)
* - failed_partial rows are immutable and undeletable (terminal, BFL 7 kap.)
* - the CAS claim (UPDATE ... WHERE status = 'pending') can never pick up a
* failed_partial row, so the op is not re-committable
*/
import { describe, expect, it } from 'vitest'
import { getPool } from './setup'
import { seedCompany } from './fixtures'
async function insertOp(
userId: string,
companyId: string,
status: string,
extra: { resolvedAt?: boolean; resultData?: Record<string, unknown> } = {},
): Promise<string> {
const result = await getPool().query<{ id: string }>(
`INSERT INTO public.pending_operations
(user_id, company_id, operation_type, status, title, params, preview_data, resolved_at, result_data)
VALUES ($1, $2, 'match_transaction_invoice', $3, 'failed-partial pg test', '{}', '{}',
${extra.resolvedAt ? 'now()' : 'NULL'}, $4)
RETURNING id`,
[userId, companyId, status, JSON.stringify(extra.resultData ?? {})],
)
return result.rows[0]!.id
}
describe('pending_operations: failed_partial status (migration 20260722134114)', () => {
it('CHECK constraint accepts failed_partial with posted ids in result_data', async () => {
const { userId, companyId } = await seedCompany()
const id = await insertOp(userId, companyId, 'failed_partial', {
resolvedAt: true,
resultData: {
error: 'payment JE failed after storno',
posted_ids: { reversal_journal_entry_id: '00000000-0000-0000-0000-000000000001' },
},
})
const row = await getPool().query<{ status: string; result_data: { posted_ids?: Record<string, string> } }>(
`SELECT status, result_data FROM public.pending_operations WHERE id = $1`,
[id],
)
expect(row.rows[0]?.status).toBe('failed_partial')
expect(row.rows[0]?.result_data.posted_ids?.reversal_journal_entry_id).toBe(
'00000000-0000-0000-0000-000000000001',
)
})
it('CHECK constraint still rejects unknown statuses', async () => {
const { userId, companyId } = await seedCompany()
await expect(insertOp(userId, companyId, 'failed')).rejects.toThrow(
/pending_operations_status_check|check constraint/i,
)
})
it('allows the committing -> failed_partial transition the dispatcher performs', async () => {
const { userId, companyId } = await seedCompany()
const id = await insertOp(userId, companyId, 'committing')
const upd = await getPool().query(
`UPDATE public.pending_operations
SET status = 'failed_partial',
resolved_at = now(),
result_data = '{"error":"second step failed","posted_ids":{"credit_note_id":"cn-1"}}'
WHERE id = $1 RETURNING id, status`,
[id],
)
expect(upd.rowCount).toBe(1)
expect(upd.rows[0]?.status).toBe('failed_partial')
})
it('blocks UPDATE on failed_partial rows (terminal-state immutability trigger)', async () => {
const { userId, companyId } = await seedCompany()
const id = await insertOp(userId, companyId, 'failed_partial', { resolvedAt: true })
await expect(
getPool().query(
`UPDATE public.pending_operations SET title = 'tampered' WHERE id = $1`,
[id],
),
).rejects.toThrow(/terminal state|BFL 7/i)
// Including status rewrites: failed_partial can never go back to pending.
await expect(
getPool().query(
`UPDATE public.pending_operations SET status = 'pending' WHERE id = $1`,
[id],
),
).rejects.toThrow(/terminal state|BFL 7/i)
})
it('blocks DELETE on failed_partial rows', async () => {
const { userId, companyId } = await seedCompany()
const id = await insertOp(userId, companyId, 'failed_partial', { resolvedAt: true })
await expect(
getPool().query(`DELETE FROM public.pending_operations WHERE id = $1`, [id]),
).rejects.toThrow(/terminal state|BFL 7/i)
})
it('CAS claim (status = pending guard) never picks up a failed_partial row', async () => {
const { userId, companyId } = await seedCompany()
const id = await insertOp(userId, companyId, 'failed_partial', { resolvedAt: true })
const claim = await getPool().query(
`UPDATE public.pending_operations SET status = 'committing'
WHERE id = $1 AND status = 'pending' RETURNING id`,
[id],
)
expect(claim.rowCount).toBe(0)
})
it('keeps committed and rejected terminal behavior intact (regression)', async () => {
const { userId, companyId } = await seedCompany()
const committedId = await insertOp(userId, companyId, 'committed', { resolvedAt: true })
const rejectedId = await insertOp(userId, companyId, 'rejected', { resolvedAt: true })
await expect(
getPool().query(
`UPDATE public.pending_operations SET title = 'tampered' WHERE id = $1`,
[committedId],
),
).rejects.toThrow(/terminal state|BFL 7/i)
await expect(
getPool().query(
`UPDATE public.pending_operations SET title = 'tampered' WHERE id = $1`,
[rejectedId],
),
).rejects.toThrow(/terminal state|BFL 7/i)
})
})
+5 -1
View File
@@ -2092,7 +2092,11 @@ export type PendingOperationType =
// Semesterårsavslut: rolls vacation balances into the next year and may
// post a 2920/2940 drift-adjustment verifikation (Phase 3).
| 'vacation_year_close'
export type PendingOperationStatus = 'pending' | 'committing' | 'committed' | 'rejected'
// 'failed_partial' (issue #842, DB CHECK widened in 20260722134114): terminal
// state for ops whose executor posted an irreversible side-effect (voucher,
// credit note) and then failed a later step. Not re-committable, not pending
// work; result_data.posted_ids carries the ids of what WAS posted.
export type PendingOperationStatus = 'pending' | 'committing' | 'committed' | 'rejected' | 'failed_partial'
// 'agent_chat' = the in-app AI chat (DB CHECK widened in migration
// 20260519090000_actor_type_agent_chat).