fix(booking): the allocator no longer declines the reschedule proposal it is confirming, and accept serialises on the appointment lock (#1340) - #1515
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…l it is confirming, and accept serialises on the appointment lock (#1340) The allocator's supersede sweep (`resolveConsumedPreferenceRequests`) closes every open RescheduleRequest whose released slots the newly placed times replace. Both confirmation callers place their OWN proposal's times, so the sweep declined the very row they were about to accept: the following PENDING_REVIEW -> AUTO_ACCEPTED/ACCEPTED CAS matched zero rows and threw IllegalTransitionError on a booking that had already moved. Auto-confirm swallowed it and answered autoConfirmed:false; the explicit accept rethrew it as a 409 and never sent the MOVED notification. Both callers now pass `excludeRescheduleRequestId`, and the sweep adds `id: { not: ... }` to its supersede query. The exclusion is opt-in, so a consultant placing different times by hand still supersedes every open proposal on those slots. Accept also runs inside `withAppointmentLock` now, matching the cancel and reschedule routes: it is a lifecycle mutation that moves slots, and the allocator's own locks are keyed by person rather than by appointment, so an accept and a concurrent cancel never contended. Closes #1340 Part of #1433 Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01EyngsXG829TRTBof4CSGT1
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📝 SummarySummary by CodeRabbit
WalkthroughReschedule confirmation now excludes the confirming proposal from supersession. Explicit acceptance runs under an appointment lock, with structured lock errors. Auto-confirm and explicit acceptance allocate before applying proposal state transitions. Tests and booking documentation cover these behaviors. ChangesReschedule confirmation
Estimated code review effort: 3 (Moderate) | ~25 minutes Merge Risk: 🟡 Moderate · up to Concurrent auto-confirm and appointment mutations can leave inconsistent slot state or enable double-booking, so the lock scope should be addressed before merge. Sequence Diagram(s)sequenceDiagram
participant Client
participant RescheduleRoute
participant AppointmentLock
participant RescheduleResponse
participant SlotAllocationService
participant ProposalState
Client->>RescheduleRoute: submit reschedule acceptance
RescheduleRoute->>AppointmentLock: lock appointment
AppointmentLock->>RescheduleResponse: execute acceptProposal
RescheduleResponse->>SlotAllocationService: allocate with excluded proposal ID
SlotAllocationService-->>RescheduleResponse: commit replacement slot
RescheduleResponse->>ProposalState: CAS transition to ACCEPTED
ProposalState-->>Client: acceptance result
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teetangh
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September 5, 2026 18:10
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Orchestrator review (2026-09-06): approved. The exclusion reaches the supersede sweep only from the two confirmation callers, the sweep is otherwise unchanged, and the accept path now takes the One observation for the follow-up list, not a blocker: |
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In `@lib/booking/reschedule-auto-confirm.ts`:
- Line 100: Update tryAutoConfirmProposal to execute both allocation and the
final AUTO_ACCEPTED proposal transition within withAppointmentLock for the
appointment, while preserving excludeRescheduleRequestId: request.id and
existing behavior.
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__tests__/booking-algorithm/preference-scored-allocation.test.ts__tests__/booking-algorithm/reschedule-respond.test.tsapp/api/appointments/[appointmentId]/reschedule/respond/route.tsdocs/booking/07-rescheduling-flow.mddocs/booking/18-state-machines.mdlib/booking/reschedule-auto-confirm.tslib/booking/reschedule-respond.tsutils/slotAllocation/SlotAllocationService.tsutils/slotAllocation/types.ts
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Edge cases that must be covered for money tests: zero/negative amounts, currency mismatch, concurrent invocations, expired signatures/orders, partial refunds, idempotent replays.
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__tests__/booking-algorithm/preference-scored-allocation.test.ts__tests__/booking-algorithm/reschedule-respond.test.ts
Route handlers: authz checked per handler (session + role + org scoping), inputs validated with zod, correct status codes, no internal error leaks.
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app/api/appointments/[appointmentId]/reschedule/respond/route.ts
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…cation and its AUTO_ACCEPTED write (#1340) Cancel and reschedule already serialise on the appointment atom, and PR-B put accept under it too; auto-confirm was the last mover of a booking's slots that ran outside it, because the route calls it after releasing its own grant. The helper now takes the lock itself (no nesting: it is the only holder at that point) and treats a busy appointment or an unreachable lock service as an ordinary "leave it PENDING_REVIEW" outcome rather than an error. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01EyngsXG829TRTBof4CSGT1
…-own-proposal' into fix/reschedule-confirm-keeps-its-own-proposal
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This was referenced Sep 5, 2026
teetangh
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Sep 5, 2026
…nance, no-show cancels write history, and the doctrine text matches the sweeps (#1506) (#1516) ## Summary 1. **`expire-stale-requests` joins `FINANCIAL_JOB_NAMES`.** Its `expirePaymentPendingRequests`/`expireApprovedUnallocatedSubscriptions` passes call `refundPaymentsForExpired`, a refund front-door caller like every other job already in the set, so DEGRADED maintenance now holds it with the rest. `detect-consultant-no-shows` was already there via #1505. 2. **A registry pin gates every future refund-front-door caller, not just today's two.** `__tests__/maintenance/cron-lock-registry.test.ts` gains one assertion that greps `scripts/**/*.ts` for callers of `refundBookingPayment(`, `refundWholeEventPayments(`, `refundRemovedAttendeeSeat(`, and `refundPaymentsForExpired(`, and asserts each caller's `withCronLock` name is in `FINANCIAL_JOB_NAMES`. 3. **Two more money-twin routes drop their `status: () => 200` override.** `app/api/cleanup/process-payouts/route.ts` and `.../sweep-abandoned-overage-charges/route.ts` now fall through to `cleanup-route.ts`'s default `statusFor`, which reads `result.success`, mirroring `release-earnings`/`sync-payment-earnings` under #1390. 4. **The no-show cancel writes a `BookingStatusHistory` row.** `claimConsultantNoShow` in `scripts/appointments/detect-consultant-no-shows.ts` now runs the CANCELLED transition through `transitionConsultationRequest` inside `prisma.$transaction`, instead of a bare `consultation.updateMany`. The zero-row "someone else moved it" outcome is preserved via `IllegalTransitionError` catch. Candidate query, grace/handoff constants, refund call and notifications are untouched. 5. **Doctrine text corrected in `.claude/skills/booking/SKILL.md`.** Rule 2 no longer claims `expire-stale-requests.ts`/`cleanup-tentative-slots.ts` hard-delete tentative holds (fixed by #1380/#1424's soft-cancel via `transitionSlotCompletion`). Rule 5 no longer names `expirePaymentPendingRequests` as the doctrine's counter-example (fixed by #1423's CAS + money-predicate rewrite). 6. **`docs/booking/18-state-machines.md`'s reschedule section corrected.** `COUNTERED` is noted as an unreachable enum edge with no writer (the counter-round was removed per `lib/booking/reschedule-proposals.ts`), and `AUTO_ACCEPTED` is documented as the second terminal-acceptance state. 7. **Glossary linked.** `docs/booking/README.md` links `docs/enterprise/00-foundations/07-slots-sessions-glossary.md` under Core Concepts. 8. **DEGRADED gate noted in both cron references.** `docs/booking/13-cron-jobs-and-background-tasks.md`'s Safety paragraphs and `docs/maintenance/04-cron-jobs-reference.md`'s table rows for both jobs now say they are held during DEGRADED as well as OFFLINE. 9. **Consolidated train changelog.** One new `## Changelog: 2026-09-05 — booking closure train` section in `docs/booking/05-troubleshooting-and-changelog.md`, with one subsection per train PR (#1512, #1513, #1514, #1515, this PR), written from each PR's merged/open body. Also fixes the stale "only surviving `MANUAL_REVIEW` path" sentence that #1513 obsoletes. ## Files - `lib/maintenance-cron.ts` - `app/api/cleanup/process-payouts/route.ts` - `app/api/cleanup/sweep-abandoned-overage-charges/route.ts` - `scripts/appointments/detect-consultant-no-shows.ts` - `__tests__/maintenance/cron-lock-registry.test.ts` - `__tests__/booking/no-show-refund-front-door.test.ts` - `__tests__/maintenance/no-show-auto-complete-handoff.test.ts` - `.claude/skills/booking/SKILL.md` - `docs/booking/18-state-machines.md` - `docs/booking/README.md` - `docs/booking/13-cron-jobs-and-background-tasks.md` - `docs/maintenance/04-cron-jobs-reference.md` - `docs/booking/05-troubleshooting-and-changelog.md` ## Verification | Check | Result | | --- | --- | | `rm tsconfig.tsbuildinfo && NODE_OPTIONS=--max-old-space-size=8192 npx tsc --noEmit` (after rebase onto `01a377342`) | exit 0, no errors | | `npx eslint` on all 7 changed/new code files | 0 problems | | `npx prettier --check` on all 7 changed/new code files | clean | | `npx prettier --check` on the 6 changed docs files | 5 clean; `docs/booking/18-state-machines.md` was already Prettier-dirty on `origin/dev` (unpadded tables and a wrapped bullet outside the section I touched) and is left as-is per the existing project pattern (see #1514's note on the same posture); the lines I added are themselves Prettier-clean | | `npx jest __tests__/maintenance __tests__/booking __tests__/appointments` (after rebase) | exit 0 — **87 suites, 1348 tests passed** | | Two suites mocked Prisma without `$transaction` (`__tests__/booking/no-show-refund-front-door.test.ts`, `__tests__/maintenance/no-show-auto-complete-handoff.test.ts`) | extended the mocks with `$transaction`, `consultation.findUnique`, and `bookingStatusHistory.create` rather than weakening any assertion | ## Not done - None of the six numbered spec items were skipped. Closes #1506 Part of #1338 Part of #1493 Part of #1420 🤖 Generated with [Claude Code](https://claude.com/claude-code) https://claude.ai/code/session_01EyngsXG829TRTBof4CSGT1
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Summary
Issue #1340 is titled as a double-booking race in the reschedule auto-confirm path. That race cannot open:
manualAllocatewrites every slot inside oneprisma.$transactionunderlockAutoAllocateplus the consultee lock, with theslot_no_confirmed_overlapGiST constraint as the backstop, andopenForAppointmentIdcannot dangle through this path becauseDECLINEDis terminal andtransitionRescheduleRequestclears the reservation on every terminal target. What is live at those exact lines is a different and worse defect, and this PR fixes that.The real defect.
SlotAllocationService.resolveConsumedPreferenceRequestsends every allocating transaction with a supersede sweep thatDECLINEs each openRescheduleRequestwhosereleasedSlotIdsintersect the slots being placed. That sweep is right for a consultant who answers a proposal by placing different times by hand. It was wrong for the two confirmation callers, which place the proposal's own times:lib/booking/reschedule-auto-confirm.ts:68andlib/booking/reschedule-respond.ts:77both callSlotAllocationService.allocate({ mode: "manual", slots: <the proposed times>, wideLock: true }), and only afterwards CAS the proposalPENDING_REVIEW → AUTO_ACCEPTED/→ ACCEPTED.DECLINEDinside the allocator's transaction, so theupdateManymatches zero rows andtransitionRescheduleRequestthrowsIllegalTransitionError.reschedule/route.ts:~727swallows the error and answersautoConfirmed: falseto a consultee whose session was in fact rescheduled; the explicit accept rethrows, so the consultee gets a 409 on a booking that moved, and the MOVED notification inreschedule-respond.tsis never reached. The audit trail records a refusal for a request that was granted.The fix.
AllocationRequestgains an opt-inexcludeRescheduleRequestId, threaded throughdispatchintomanualAllocateandautoAllocateand down to the sweep, whose supersedeWHEREgains...(excludeId ? { id: { not: excludeId } } : {}). Both confirmation callers pass their own proposal id. Nothing else in the allocator moves: locks, TTLs and transaction boundaries are untouched, and an allocation that is not confirming a specific proposal still supersedes every open proposal on those slots exactly as before.Secondary (the same issue's real concurrency gap). The accept path took no appointment lock at all. Accept is a lifecycle mutation that moves this appointment's slots, but the allocator's locks are keyed by consultant and by consultee, never by appointment, so an accept and a concurrent cancel of the same booking never contended for anything.
respond/route.tsnow wrapsacceptProposalinwithAppointmentLock, the sameappointment-lock:atom the cancel and reschedule routes take, and mapsAppointmentBusyErrorto 423 andBookingLockUnavailableErrorto 503 exactly asreschedule/route.tsdoes. Lock order is unchanged — the appointment atom is the coarsest key and is taken before the allocator acquires its own. Decline is deliberately left outside the lock: it moves nothing.Files touched
utils/slotAllocation/types.tsAllocationRequest.excludeRescheduleRequestId?: stringwith the why-comment.utils/slotAllocation/SlotAllocationService.tsdispatch→autoAllocate/manualAllocate→resolveConsumedPreferenceRequests; the supersedeWHEREgainsid: { not: … }.lib/booking/reschedule-auto-confirm.tsexcludeRescheduleRequestId: request.id.lib/booking/reschedule-respond.tsexcludeRescheduleRequestId: request.id.app/api/appointments/[appointmentId]/reschedule/respond/route.tswithAppointmentLock; 423 / 503 lock answers.__tests__/booking-algorithm/reschedule-respond.test.ts__tests__/booking-algorithm/preference-scored-allocation.test.tsdocs/booking/07-rescheduling-flow.md,docs/booking/18-state-machines.mdVerification
npx prettier --checkon every changed filereschedule-respond.test.tsare clean.lib/booking/reschedule-respond.ts,preference-scored-allocation.test.tsand both docs still warn, and every remaining hunk is byte-identical toorigin/dev(pre-existing wrapping in the bigselectpayloads, the two markdown tables and unrelated object literals); no added line is unformatted.npx eslinton the changed filesno-explicit-anyatSlotAllocationService.tsdev-lines 3446/3499 andtypes.tsdev-line 147, shifted by this diff and otherwise identical.tsc --noEmit(tsconfig.tsbuildinfodeleted, 8 GB heap)73c0d9f2c.npx jest __tests__/booking-algorithm __tests__/booking __tests__/payments/cancel-route-refund.test.tsThe pin fails without the fix. Reverting the five production files to
origin/devand re-running the two suites fails 5 assertions:Reverting only the supersede
WHERE(the one-line heart of the fix) fails the allocator case on its own. That case drives the realresolveConsumedPreferenceRequestsagainst a transaction stub that answersfindManythe way Postgres would, so the assertion rides on theWHEREthe sweep actually issues rather than on a stubbed outcome: with an exclusion in flight only the other stale proposal is declined, and with no exclusion both still are.Not done
app/api/appointments/[appointmentId]/reschedule/route.tsis untouched: PR fix(booking): the cancel and reschedule routes move status through the CAS helpers, and cancelled slots are tombstoned #1383 owns that file. Its auto-confirm call at:~717therefore still runs outsidewithAppointmentLock, so the lock-scope half of the auto-confirm path stays as it is. Worth a follow-up once fix(booking): the cancel and reschedule routes move status through the CAS helpers, and cancelled slots are tombstoned #1383 lands; the correctness fix above does not depend on it.db push, no schema change, no notification-workflow change.Closes #1340
Part of #1433
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