Add safe payroll migration rehearsal clients - #169
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📝 WalkthroughWalkthroughThis change adds migration rehearsal companies with validated source data, asynchronous cloning, preview/create/retry APIs, blocked official actions, and web UI support for rehearsal status and workflow controls. ChangesMigration rehearsal
Priority: ➖ Normal Estimated code review effort: 5 (Critical) | ~120 minutes Merge Risk: 🟠 High · up to Valid rehearsals can fail or become permanently stuck, while some company and invoice actions bypass intended safeguards. These issues should be fixed before merge. Sequence Diagram(s)sequenceDiagram
participant Admin
participant Clients
participant API
participant CloneJob
participant Cloner
Admin->>Clients: select migration test
Clients->>API: request preview
API-->>Clients: return blockers and copy summary
Clients->>API: create rehearsal
API->>CloneJob: enqueue clone
CloneJob->>Cloner: copy source company and archive
Cloner-->>API: update rehearsal status
API-->>Clients: return pending or ready status
🚥 Pre-merge checks | ✅ 4 | ❌ 1❌ Failed checks (1 warning)
✅ Passed checks (4 passed)
✨ Finishing Touches 💡 1📝 Generate docstrings 💡
🧪 Generate unit tests (beta)
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@coderabbitai review the latest commit 0c84266. Please list only actionable correctness, security, or data-integrity issues; otherwise confirm the review is clean. |
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Actionable comments posted: 19
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Inline comments:
In `@api/app/controllers/api/v1/admin/companies_controller.rb`:
- Line 19: Restrict the enforce_migration_rehearsal_safety! skip in the
companies controller to only the three migration rehearsal actions, leaving
update and all other actions subject to the readiness check. Use the
controller’s existing rehearsal action names when scoping the skip.
- Line 199: Update both company index query scopes to preload the
migration_source_company association with includes(:migration_source_company)
before mapping companies to migration_source_company&.name, preserving the
existing filtering and response behavior.
In `@api/app/policies/migration_rehearsal_safety_policy.rb`:
- Around line 4-25: Make MigrationRehearsalSafetyPolicy fail closed by allowing
only explicitly classified rehearsal-safe actions, rather than returning false
for unlisted actions through blocked?. Update
migration_rehearsal_safety_policy.rb lines 4-25 and adjust
migration_rehearsal_safety_policy_spec.rb lines 7-11 to assert that an unlisted
mutating action is blocked.
In `@api/app/services/migration_rehearsal/cloner.rb`:
- Line 196: Update the source_file_map construction in the migration cloner to
key entries by each source file’s ID, matching the integer key used by
report.historical_import_source_file_id in source_file_map.fetch. Add a cloner
spec covering a HistoricalTaxWageReport to verify this path completes without
KeyError and performs copy verification.
- Around line 77-111: Merge the configuration review `update_columns` operations
into the employee child-copy loop so employees are traversed only once after
creation and predecessor linking. Before that loop, preload all six child
associations used by `copy_collection` and the `employee_deductions`
association; process deductions in deterministic ID order, preserving existing
copy arguments and review-column ordering.
- Around line 24-25: Refactor the workflow around copy_source_files! into a
short reservation transaction that locks the company and reserves the rehearsal,
perform downloads, upload, and verification outside any
ApplicationRecord.transaction, then use a separate short transaction for
persistence. Preserve duplicate-job protection by retaining
company/source-batch-based storage_prefix handling and ensuring
cleanup_existing_uploads! runs while holding the reservation lock before
transfers begin.
- Line 246: Update the adjustment lookups in the migration rehearsal cloner to
use subqueries instead of materializing IDs with paycheck_map.keys or
adjustment_map.keys. Reuse the existing source_adjustments relation for the
event lookup, preserving the source-batch relationship and avoiding large Ruby
allocations and SQL bind lists.
In `@api/app/services/migration_rehearsal/create.rb`:
- Line 12: Reorder the keyword parameters in initialize so the required
acknowledgement keyword appears before the optional name keyword, while
preserving the existing parameter names and behavior.
- Around line 42-64: Update Create#call so the transaction that persists the new
company also records durable dispatch state (such as an outbox entry) for the
clone operation, then arrange for that state to enqueue CloneJob through an
after-commit recovery path. Ensure process termination between commit and
dispatch leaves recoverable work, while preserving the existing Dispatch.call
behavior and enqueue-exception handling.
In `@api/app/services/migration_rehearsal/dispatch.rb`:
- Around line 9-28: Update the failure path in Dispatch.call to return the
persisted failed company after recording the failure instead of raising
ArgumentError. Preserve the status, error, audit log, and existing successful
dispatch behavior so Create#call and Retry#call can return the failed company to
the controller.
In `@api/app/services/migration_rehearsal/retry.rb`:
- Around line 37-38: Update Retry#call to persist a durable outbox/dispatch
record with pending status in the same transaction that commits the company
state, before invoking Dispatch.call. Add recovery handling so a redispatch
worker processes pending records and recreates the missing CloneJob after
process termination, while preserving the existing dispatch behavior for
successfully completed records.
In `@api/spec/models/company_migration_rehearsal_spec.rb`:
- Around line 49-56: Add regression coverage around the company setup in the
migration rehearsal spec to verify that creating a second active rehearsal for
the same migration source is rejected, while a rehearsal for a different source
remains valid. Exercise the existing MigrationRehearsal::Create behavior and
assert the one-active-rehearsal-per-source constraint without changing runtime
code.
In `@api/spec/requests/api/v1/admin/migration_rehearsal_safety_spec.rb`:
- Around line 40-53: Extend the migration rehearsal safety request examples to
cover check printing and invoice creation: post to the endpoints handled by
CheckPrintRunsController#create and InvoicesController#create, assert forbidden
responses, and verify no CheckPrintRun or Invoice record is created. Do not add
coverage for payroll-liability payments, since that controller only exposes
reconciliation through index.
In `@api/spec/services/migration_rehearsal/cloner_spec.rb`:
- Around line 119-122: Update the cleanup in the migration rehearsal specs to
track each created rehearsal company ID, such as through a shared
`@rehearsal_company_ids` collection, and have the after hook list and delete
objects using each company’s specific batch prefix. Preserve deletion of
source_key and ensure all examples creating rehearsal companies record their
target.id.
- Around line 242-258: The MigrationRehearsal retry failure path must reload the
company before evaluating the rescue status guard, ensuring the guard uses the
rolled-back database state and records migration_rehearsal_error. Update
MigrationRehearsal::Retry accordingly and add a regression spec covering a copy
failure after the status is set to ready.
In `@web/src/pages/Clients.tsx`:
- Line 321: Update the new rehearsal card spacing utilities to use the nearest
8px-grid Tailwind values: replace p-5, mt-5, and pl-5 in the card markup with
the appropriate even-numbered utilities while preserving the existing layout.
- Around line 143-147: Update the polling effect around load so pending
rehearsal refreshes use a quiet fetch path that does not call setLoading(true)
or replace the existing client list with the loading state. Preserve the current
loading behavior for initial or user-triggered loads, and continue polling only
while a company has migration_rehearsal_status equal to pending.
- Around line 369-370: Associate the rehearsal name label and Input in Clients
by following the existing useId pattern from SettingToggle: create a stable id
near Clients’ other hooks, assign it to the Input, and set the label’s htmlFor
to the same id.
- Around line 620-632: Update the Badge variant selection in the client status
rendering to use the informational variant when migration_rehearsal_status is
pending, before the failed branch, while preserving the existing active/inactive
behavior for other statuses.
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📒 Files selected for processing (28)
api/app/controllers/api/v1/admin/base_controller.rbapi/app/controllers/api/v1/admin/companies_controller.rbapi/app/controllers/api/v1/companies_controller.rbapi/app/controllers/api/v1/form_500s_controller.rbapi/app/controllers/application_controller.rbapi/app/jobs/migration_rehearsal/clone_job.rbapi/app/models/company.rbapi/app/models/organization.rbapi/app/models/pay_period.rbapi/app/policies/migration_rehearsal_safety_policy.rbapi/app/policies/staff_role_policy.rbapi/app/services/migration_rehearsal/cloner.rbapi/app/services/migration_rehearsal/create.rbapi/app/services/migration_rehearsal/dispatch.rbapi/app/services/migration_rehearsal/preview.rbapi/app/services/migration_rehearsal/retry.rbapi/config/routes.rbapi/db/migrate/20260909150000_add_migration_rehearsal_environment_to_companies.rbapi/db/schema.rbapi/spec/models/company_migration_rehearsal_spec.rbapi/spec/policies/migration_rehearsal_safety_policy_spec.rbapi/spec/requests/api/v1/admin/migration_rehearsal_safety_spec.rbapi/spec/requests/api/v1/admin/migration_rehearsals_spec.rbapi/spec/services/migration_rehearsal/cloner_spec.rbweb/src/components/layout/CompanySwitcher.tsxweb/src/components/layout/Layout.tsxweb/src/pages/Clients.tsxweb/src/services/api.ts
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Tip For best results, initiate chat on the files or code changes. 🧩 Analysis chain🏁 Script executed: #!/bin/bash
set -euo pipefail
commit="0c84266d77aada0aa760fab07fef90e384460b57"
echo '=== Commit metadata and changed files ==='
git show --no-ext-diff --format=fuller --stat "$commit"
git diff --no-ext-diff "${commit}^" "$commit" -- \
api/config/routes.rb \
api/app/controllers/api/v1/admin/base_controller.rb \
api/app/controllers/api/v1/admin/companies_controller.rb \
api/app/controllers/application_controller.rb \
api/app/models/company.rb \
api/app/models/pay_period.rb \
api/app/policies/migration_rehearsal_safety_policy.rb \
api/app/jobs/migration_rehearsal/clone_job.rb \
api/app/services/migration_rehearsal \
api/db/migrate/20260909150000_add_migration_rehearsal_environment_to_companies.rb
echo '=== Outlines ==='
ast-grep outline api/app/services/migration_rehearsal --items all --type class,function --view expanded
ast-grep outline api/app/controllers/api/v1/admin/companies_controller.rb --items all --type class,function --view expanded
ast-grep outline api/app/models/company.rb --items all --type class,function --view expanded
ast-grep outline api/app/models/pay_period.rb --items all --type class,function --view expanded
echo '=== Routes context ==='
cat -n api/config/routes.rb | sed -n '/namespace :admin/,/end/p'
echo '=== Safety-policy use sites ==='
rg -n -C 4 'enforce_migration_rehearsal_safety!|forbid_migration_rehearsal_official_action!|MigrationRehearsalSafetyPolicy\.blocked\?' apiLength of output: 14784 🏁 Script executed: #!/bin/bash
set -euo pipefail
echo '=== Cloner implementation ==='
cat -n api/app/services/migration_rehearsal/cloner.rb | sed -n '1,390p'
echo '=== Commit-added cloner tests ==='
git diff --no-ext-diff 0c84266d77aada0aa760fab07fef90e384460b57^ 0c84266d77aada0aa760fab07fef90e384460b57 -- api/spec/services/migration_rehearsal/cloner_spec.rb
cat -n api/spec/services/migration_rehearsal/cloner_spec.rb | sed -n '1,360p'
echo '=== Create, retry, and dispatch implementations ==='
cat -n api/app/services/migration_rehearsal/create.rb
cat -n api/app/services/migration_rehearsal/retry.rb
cat -n api/app/services/migration_rehearsal/dispatch.rb
cat -n api/app/jobs/migration_rehearsal/clone_job.rb
echo '=== Migration-rehearsal indexes and constraints ==='
cat -n api/db/migrate/20260909150000_add_migration_rehearsal_environment_to_companies.rb
rg -n -C 3 'migration_rehearsal_status|migration_source_company_id|migration_source_batch_id|index_companies.*migration' api/db/schema.rb api/db/migrate
echo '=== Clone-job enqueue and clone invocations ==='
rg -n -C 4 'MigrationRehearsal::(CloneJob|Dispatch|Cloner)|perform_later' api --glob '*.rb'Length of output: 95981
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Final review disposition for current head
Verification: 2,361 API examples passed locally, focused request/service/model specs passed after the final safety-hook correction, 58 web tests passed, ESLint passed, production build passed, and browser testing covered clone creation, ready-state switching, exact imported totals, copied employee setup, parallel-run enforcement, and the blocked commit response. Current CI is running on this exact head. |
leonshimizu
dismissed
coderabbitai[bot]’s stale review
September 9, 2026 02:22
Stale review of the original head: substantive findings were fixed, all threads have been dispositioned, CodeRabbit explicitly reported the corrected core clean at 0c84266, and later changes were bounded safety/UX fixes.
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Outcome
Cornerstone staff can create a verified migration-test client from a locked historical payroll import, practice with the copied employee/payroll setup, and keep the clean migration client untouched.
What changed
Verification
Operational notes
The copy runs in a background job and uses private object storage. No production data was used during local verification. The disposable database, copied fixture files, servers, and browser tab were removed after testing.
MigrationRehearsal::Preview,Create,Dispatch,Retry,Cloner, andCloneJobservices, plus safety policy enforcement across admin and official-action controllers.