fix(payments): empty gateway notes are omitted, and a buyer's own hold no longer blocks their own resume (#1462, #1463) - #1465
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…d no longer blocks their own resume (#1462, #1463) Two B2C checkout defects found by the wave-1A edge-case run, both of which end with the buyer unable to complete a purchase they already started. #1462 — buildPaymentMetadata always emitted `startsAt`/`endsAt` (and four other optional fields) into the gateway order notes, falling back to the empty string. A subscription bought for a scheduling period carries no direct slots, so those keys reached Razorpay as `""`, and `z.string().datetime().optional()` accepts an ABSENT key but rejects an empty string: every capture webhook for such a sale failed validation and stamped the payment SUCCEEDED / REQUIRES_MANUAL_RECOVERY with the buyer already charged. The builder now omits an optional field that has no value, and validateWebhookMetadata strips empty-string entries before normalizing and parsing, because a Razorpay order never expires and the orders already minted with `""` keep replaying. #1463 — validateSlotAvailability rejected any overlapping live hold, including the requesting buyer's own PENDING hold on the very same slot and plan, and it runs before the open-order resume (Rec C, findReusablePendingOrderPayment) that exists to finish exactly that order. A buyer who dismissed the gateway modal was walled out until the hold expired. Both blocking steps, and the consultee-side conflict check inside the checkout lock, now subtract a SELF-HOLD: same buyer, same plan, still-PENDING and still-live payment, and exactly the requested window. Everything else keeps blocking. Three supporting corrections come with it: the helper's buyer parameter was being handed a ConsulteeProfile id and compared to Payment.userId, so the duplicate-hold step could never fire; the resume window gate read only the first 30-minute atom of a booked run, which rejected every consultation longer than half an hour; and superseding an open order expired its Payment while leaving the appointment and slots on the calendar, which put the next attempt back into the same wall. The release now runs in one transaction with the payment CAS and goes through the guarded transitions in lib/booking/transitions.ts. Also downgrades the "invoice already fully credited" credit-note refusal from an error-level Sentry issue to a modelled warning. The cumulative cap from #1393 refusing a second reversal is the cap working, no money moves, and the durable SystemEvent row is unchanged. Closes #1462 Closes #1463 Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01MgadJydWEKkdhhzY58yiL7
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📝 SummarySummary by CodeRabbit
WalkthroughCheckout now supports exact buyer self-hold reuse, complete slot-window matching, transactional superseded-hold release, and normalized payment metadata. Webhook validation accepts legacy empty fields. Invoice refusal reporting now distinguishes expected outcomes. ChangesCheckout payment corrections
Estimated code review effort: 4 (Complex) | ~60 minutes Merge Risk: 🟠 High · up to Checkout retries can create multiple payable orders for one booking, and superseded orders may still capture after their booking is released, causing double charges or manual refunds. The durable refusal record can also be lost. These issues should be fixed before merge. Sequence Diagram(s)sequenceDiagram
participant Buyer
participant Checkout
participant SlotValidation
participant PendingOrder
participant HoldRelease
Buyer->>Checkout: retry checkout for slot window
Checkout->>SlotValidation: validate buyer and exact slot window
SlotValidation-->>Checkout: exclude matching self-hold
Checkout->>PendingOrder: find reusable pending order
PendingOrder-->>Checkout: resume or supersede order
Checkout->>HoldRelease: release superseded holds
HoldRelease-->>Checkout: expire payment and cancel tentative records
🚥 Pre-merge checks | ✅ 3 | ❌ 2❌ Failed checks (2 warnings)
✅ Passed checks (3 passed)
Full details: Docstring CoverageExplanation Docstring coverage is 76.47% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 17 functions across 7 files. (1 skipped: 1 unsupported.) ✨ Finishing Touches 💡 1📝 Generate docstrings 💡
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Actionable comments posted: 3
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Inline comments:
In `@lib/payments/billing/consumer-invoice.ts`:
- Line 567: The refusal event in mintConsumerCreditNote must remain coupled to
the applyRefundCascade transaction: replace the detached void recordSystemEvent
call with a transaction-scoped, retryable outbox write using tx, or enforce
failure propagation that prevents an ambiguous refund state. Ensure the event is
committed only with the refund and is not lost on insert failure.
In `@lib/payments/operations/checkout.ts`:
- Around line 1041-1044: Update validateSlotAvailability and
findSelfHoldAppointmentIds to accept and propagate the post-routing
paymentGateway and server-resolved organizationId. Extend
buildLiveHoldPaymentFilter to require both values alongside the existing buyer,
status, deletion, and expiry criteria, ensuring holds that cannot be resumed
still block availability.
- Around line 3155-3157: Update releaseSupersededHolds to return every claimed
paymentIntent, including payments without an appointment ID, then after its
transaction commits iterate those identifiers and call
PaymentIntentManager.cancelIntent(intentId, reason). Keep all gateway
cancellation outside the transaction and use the manager’s best-effort handling
for real and mock IDs.
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📒 Files selected for processing (8)
__tests__/payments/checkout-pool-1-nesting.test.ts__tests__/payments/checkout-self-hold-resume.test.ts__tests__/payments/gateway-note-limits.test.ts__tests__/schemas/webhook-metadata.test.tsdocs/payments/checkout-flow/01-overview-and-consultation.mdlib/payments/billing/consumer-invoice.tslib/payments/operations/checkout.tsschemas/webhooks/metadata.ts
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GitHub Actions: Claude Code Review / 0_claude-review.txt: fix(payments): empty gateway notes are omitted, and a buyer's own hold no longer blocks their own resume (#1462, #1463)
Conclusion: failure
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📓 Path-based instructions (2)
Money-critical code.
⚙️ CodeRabbit configuration file
Files:
lib/payments/billing/consumer-invoice.tslib/payments/operations/checkout.ts
Edge cases that must be covered for money tests: zero/negative amounts, currency mismatch, concurrent invocations, expired signatures/orders, partial refunds, idempotent replays.
⚙️ CodeRabbit configuration file
Files:
__tests__/payments/gateway-note-limits.test.ts__tests__/schemas/webhook-metadata.test.ts__tests__/payments/checkout-pool-1-nesting.test.ts__tests__/payments/checkout-self-hold-resume.test.ts
🪛 GitHub Check: SonarCloud Code Analysis
lib/payments/operations/checkout.ts
[warning] 1094-1096: Extract this nested ternary operation into an independent statement.
🔇 Additional comments (11)
lib/payments/operations/checkout.ts (3)
198-222: LGTM!
762-767: LGTM!Also applies to: 795-799, 2186-2187
1970-1977: LGTM!Also applies to: 2035-2038
__tests__/payments/gateway-note-limits.test.ts (1)
99-127: LGTM!__tests__/payments/checkout-self-hold-resume.test.ts (1)
139-170: LGTM!Also applies to: 182-217
__tests__/payments/checkout-pool-1-nesting.test.ts (1)
38-42: LGTM!Also applies to: 132-134, 155-157
schemas/webhooks/metadata.ts (1)
134-148: LGTM!__tests__/schemas/webhook-metadata.test.ts (1)
68-121: LGTM!docs/payments/checkout-flow/01-overview-and-consultation.md (1)
110-111: LGTM!lib/payments/billing/consumer-invoice.ts (2)
26-29: LGTM!
556-566: LGTM!Also applies to: 579-590
…e-and-subscription-metadata
…nd consent gates read the legacy purpose codes (#1465-triage, #1472) Review triage on #1465 found one real hole in the #1463 self-hold exclusion. `findSelfHoldAppointmentIds` excluded a buyer's own live hold on buyer, plan, status, deletion and window alone, but `findReusablePendingOrderPayment` will only resume or supersede a candidate whose `paymentGateway` and `organizationId` also match this request. A hold minted on another gateway, or under another org scope, was therefore taken off the calendar by a request that could neither adopt nor expire it: the same buyer minted a SECOND tentative appointment and a second payable gateway order over the same window, and both orders could capture. The exclusion now carries the resume gate's own two terms, so an unresumable hold keeps blocking and the buyer waits out its `expiresAt` instead of double-paying. The server-resolved org scope is threaded from `handleCheckout` through `calculateAmountAndValidate`, `revalidateInsideLock` and `createConsultationBooking`, defaulting to null (personal) so a caller that cannot resolve it fails closed. Step 2's duplicate-attempt guard deliberately keeps the unscoped liveness filter: it asks whether the buyer holds this window at all, and scoping it would let a second attempt on another gateway slip past the guard entirely. The plan-scope ternary chain became a switch, which is also the sonar S3358 finding on this PR's new code. Folding in #1472: `checkConsent`, `checkConsentBatch` and `withdrawConsent` matched `purposeCodes` against the canonical code exactly, so an artifact written under the pre-taxonomy kebab-case code (`session-booking`) was invisible to the fail-closed booking gate and every booking against that consultant answered 403 although `withdrawnAt` was null. A consent record is a legal artifact, so the gate has to recognise every code the platform ever wrote: `purposeCodeAliases` resolves a canonical code to itself plus each legacy alias that normalises to it, and the three lookups query `hasSome` over that set. Writes still normalise to the canonical form and the DB is not backfilled (pre-MVP reset). `checkConsent` keeps its `db` parameter — under PG_POOL_MAX=1 it must read through the caller's transaction (#1435). The other two review comments are answered without a code change. Coupling the credit-note refusal event to the refund transaction is refused because `recordSystemEvent` is a deliberately non-cascading global-client sink and the operator signal already survives on the Sentry warning. Cancelling a superseded gateway order is refused because `cancelRazorpayOrder` cannot make a Razorpay order unpayable — it only fetches the order's payments and logs — so the call would add in-lock gateway round-trips and remove nothing; a late capture is already the modelled CAPTURE_AFTER_TERMINAL_PAYMENT path. Closes #1472 Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01MgadJydWEKkdhhzY58yiL7
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Two B2C checkout defects from the wave-1A edge-case run, plus one Sentry-noise fix. Both defects end with a buyer unable to complete a purchase they have already started, and one of them takes the money first.
Part 1 — #1462: empty-string gateway notes strand every scheduling-period subscription sale
buildPaymentMetadataalways emittedstartsAtandendsAt(and four other optional fields) into the gateway order notes, falling back to the empty string. A subscription bought for a scheduling period carries no direct slot times, so those keys reached Razorpay as literal empty strings.subscriptionMetadataSchematypes them asz.string().datetime().optional(), which admits an absent key and rejects"", so everypayment.captured/order.paiddelivery for such a sale threw insidehandlePaymentSuccessand was stampedSUCCEEDEDwithREQUIRES_MANUAL_RECOVERY— the buyer charged, the appointment never confirmed.Both halves are fixed, because in-flight orders minted with empty strings keep replaying (a Razorpay order never expires):
buildPaymentMetadatanow includes an optional key only when it has a value. Omitting them also gives the fifteen-key ceiling from fix(payments): settlement is INR at the gateway boundary, checkout says so when it shows an estimate, and the rate provider gets its attribution #1414/[checkout][P1 HIGH] Org WALLET-rail checkout succeeds server-side but the page still opens the Razorpay widget on the synthetic org_wallet_ id and alerts "Payment Failed" #1437 headroom back.validateWebhookMetadatastrips empty-string entries beforenormalizeLegacySlotKeysand parsing, so the optional datetime fields see an absent key. Stripping before normalization also stops an empty legacy key from shadowing a real new-key value.Every consumer of these keys was checked (
lib/payments/webhooks/handlers.tslegacy-create flow,app/api/webhooks/razorpay-dispatch.ts,app/api/dev/mock-webhook/route.ts,lib/payments/operations/approval-payment.ts); all of them read with&&/??, so an absent key behaves exactly as""did. Nothing needed changing.Part 2 — #1463: the buyer's own live hold blocks the Rec C resume
validateSlotAvailabilityrejected any overlapping live hold for the consultant, including the requesting buyer's ownPENDINGhold on the very same slot and plan, and it runs before the open-order resume (findReusablePendingOrderPayment, "Rec C") whose whole purpose is to let that buyer finish that order. A buyer who dismissed the gateway modal and clicked Pay again got400 AVAILABILITY_ERROR "Time slot is already booked"and was stuck until the hold expired.Both blocking steps now subtract a self-hold: an appointment belonging to the requesting buyer, for the same plan, whose payment is still
PENDINGand still live by the same predicate step 2 already used, covering exactly the requested window. A different buyer's hold, a different plan, and this buyer's own hold on an overlapping-but-different window all keep blocking; webinars and classes, whose slot rows are shared between attendees, are never excluded at all.Tracing the request to the resume gate turned up three things the fix depends on:
validateSlotAvailabilityreturns the self-held appointment ids rather than having that check re-derive them.user.consulteeProfile.idinto a step that compares it toPayment.userId, which is aUserid, so the duplicate-hold step could never match anything. It now takes the buyer'sUserid, which is also the identity the self-hold needs.slot-window-mismatch. The gate now compares the run's first start and last end, which is also how self-hold exactness is decided.The resume path itself already returns early with the existing order id, amount and currency and
reused: true, so it creates no second appointment and no second payment — confirmed, no change needed.Supersede now releases. When Rec C supersedes instead of resuming (amount parity mismatch, window mismatch), the old code expired the Payment row and left its tentative appointment and slots occupying the calendar, so the buyer's next attempt hit the same wall. The payment CAS, the slot release and the parent request's cancellation now run in one transaction: the payment claim carries
paymentStatus: PENDINGin itsWHEREper ADR 21, and the appointment and slot moves go throughtransitionSlotCompletion/transitionConsultationRequest/transitionSubscriptionRequestrather than a bare update. A parent that has already moved past the payment stage throwsIllegalTransitionError, which is caught per appointment so the rest of the release still commits. Group events are deliberately untouched: their slots are shared, so giving back a seat is a disconnect and belongs tocancelPendingCheckout.Observability
mintConsumerCreditNote's "invoice already fully credited" branch reported to Sentry at error level (FAMILIARISE_WEB-2F) becauserecordSystemErrorescalates with Sentry's default level. That outcome is the cumulative credit-note cap from #1393 refusing a second reversal — a modelled refusal with no money moved — so it now reports atwarningwithexpected: truein the same shape as the other modelled refusals. The durableSystemEventrow is unchanged, including itsERRORseverity.Verification
npx tsc --noEmit, cold (no.tsbuildinfo, afternpx prisma generate): clean.npx eslinton all changed files: clean apart from one pre-existingeqeqeqwarning atlib/payments/operations/checkout.ts:3672(capAfter != null), which is present ondevand untouched here.npx prettier --checkon all changed files: clean.docs/payments/checkout-flow/01-overview-and-consultation.mdfails--check, but it already fails ondev(verified by stashing), so it is left alone rather than reformatted into an unrelated diff.npx jest __tests__/payments __tests__/booking __tests__/schemas __tests__/booking-algorithm: 132 suites, 1672 tests, all passing.Pins:
__tests__/schemas/webhook-metadata.test.tsand__tests__/payments/gateway-note-limits.test.tscover the two halves of #1462, and__tests__/payments/checkout-self-hold-resume.test.tscovers #1463 with a transaction client that evaluates the blocking predicates against an in-memory hold, so the three cases (exact window passes, different buyer blocks, overlapping window blocks) exercise the real exclusion rather than a query shape.Review triage and #1472
Three review comments landed on this PR. Two are answered without a code change and are recorded here so the reasoning is not lost: coupling the credit-note refusal event to the refund transaction is refused because
recordSystemEventis a deliberately non-cascading global-client sink whose own contract says asystem_eventsoutage must not cascade into the caller, and the operator signal already survives independently on the Sentry warning; cancelling a superseded gateway order is refused becausecancelRazorpayOrdercannot make a Razorpay order unpayable — it only fetches the order's payments and logs — so the suggested call would add gateway round-trips inside the checkout lock and remove nothing, while a late capture is already the modelledCAPTURE_AFTER_TERMINAL_PAYMENTpath in the webhook handler.The third is real and is fixed here. The #1463 self-hold exclusion matched on buyer, plan, status, deletion and window, but
findReusablePendingOrderPaymentwill only resume or supersede a candidate whosepaymentGatewayandorganizationIdalso match this request. A hold minted on another gateway or under another org scope was therefore taken off the calendar by a request that could neither adopt nor expire it, so the same buyer could mint a second tentative appointment and a second payable gateway order over the same window, and both orders could capture.findSelfHoldAppointmentIdsnow carries the resume gate's own two terms, the server-resolved org scope is threaded fromhandleCheckoutthroughcalculateAmountAndValidate,revalidateInsideLockandcreateConsultationBookingwith a null default so an unresolved caller fails closed, and step 2's duplicate-attempt guard deliberately keeps the unscoped liveness filter because it asks a different question. The plan-scope ternary chain became a switch, which also clears the SonarCloud S3358 finding on this PR's new code.#1472 is folded in on the same branch because it is the consent gate this checkout path depends on.
checkConsent,checkConsentBatchandwithdrawConsentmatchedpurposeCodesagainst the canonical code exactly, so an artifact written under the pre-taxonomy kebab-case code (session-booking) was invisible to the fail-closed booking gate and every booking against that consultant answered 403 althoughwithdrawnAtwas null. A newpurposeCodeAliaseshelper next tonormalizePurposeCoderesolves a canonical code to itself plus every legacy alias that normalises to it, and the three lookups queryhasSomeover that set. Writes still normalise to the canonical form and the database is deliberately not backfilled, since a pre-MVP reset is coming.checkConsentkeeps itsdbparameter: underPG_POOL_MAX=1it must read through the caller's transaction (#1435).Closes #1462
Closes #1472
Closes #1463
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