feat(F-189): completed feature

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chattie
2026-08-22 23:01:59 +02:00
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# F-189 — Architecture
## Decision
Model returns as **delta stock movements plus per-line counters** rather than negative quantities. This keeps the original `quantity > 0` invariant for the original sale, makes auditing straightforward and is reversible by substracting `returned_quantity` from anything we count on.
## Migration `056_pos_return_lines.js`
Add to `orders_items`:
```
returned_quantity integer NOT NULL DEFAULT 0
CHECK (returned_quantity >= 0 AND returned_quantity <= quantity)
```
Existing rows default to `0`. Down removes both the constraint and the column.
`reporting_payment_lines.amount_cents` is already constrained to `!= 0`. Refund lines reuse this column with positive amounts and the new `status='refund'` already supported by migration 053.
## Semantics
For each POS sale line:
| Quantity sold | Returned | Net sold | Available to return |
|---|---|---|---|
| 2 | 0 | 2 | 2 |
| 2 | 1 | 1 | 1 |
| 2 | 2 | 0 | 0 |
A line is **fully returned** when `returned_quantity = quantity`. Free items (`is_free_item=true`) can only be returned as a whole line — they had no stock movement.
The order is:
- `PARTIALLY_REFUNDED` when at least one line has `0 < returned_quantity < quantity` or some lines are returned while others are not.
- `REFUNDED` when every **stock** line has `returned_quantity = quantity` and any free item was returned as a whole.
A return of the cash portion of the original payment decrements `pos_cash_sessions.expected_cash_cents`.
## API
### `POST /pos/sales/:id/returns` (new)
```json
{
"idempotencyKey": "uuid-string",
"cashSessionId": "uuid",
"terminalId": "uuid",
"reason": "string",
"items": [
{ "orderItemId": "uuid", "returnedQuantity": 1 }
]
}
```
Rules:
- Order must exist, `source='pos'`, not already fully returned.
- `x-terminal-id` header must equal the order's `terminal_id`.
- Per-line `returnedQuantity > 0` and `<= quantity - returned_quantity`.
- Free items must be returned fully (one-shot, `returnedQuantity = quantity`).
- Use case selects each affected `inventory_stock` row with `FOR UPDATE`, restores stock and updates the line's `returned_quantity`.
- Status: `PARTIALLY_REFUNDED` or `REFUNDED`.
- Idempotent by `(order_id, idempotency_key)` via the new `pos_returns` table and the per-order-item counters; repeated calls on the same key return the persisted return without re-running.
### Reporting lines
A single `reporting_payment_lines` row per returned order, with `status='refund'` (full return) or `status='partial_refund'` (partial). Total amount is the cents equivalent of the returned lines (signed positive — the `status` carries the sign).
### Events
- `orders_order_events` row with `event='RETURNED'`, `actor_id=user.id`, `metadata={ refundedItems: […] }`.
- `security_audit_log` row with `action='pos.sale.returned'` or `pos.sale.partial_returned'`.
### Receipt
A new `buildPosReturnReceipt(queryable, orderId, lines)` produces a payload identical to the original receipt plus:
- `receiptNumber`: `R-<original>` (e.g. `R-TPV-000010`), never persisted (derived on demand to avoid a second transaction).
- `items`: only returned lines, with `quantity` positive in the description and a negative `totalCents`.
- `originalReceiptNumber`: a reference to the source ticket.
- `subtotal`/`total` shown as negative.
It piggybacks on `buildPosReceipt` to avoid duplicating company/header/footer logic.
## Removed endpoint
`POST /pos/sales/:id/refund` is removed from `pos.routes.ts`. The legacy code path stored a fake positive `payments_transactions` row and a misleading `orders_order_events.REFUNDED` event without restoring stock. The new flow subsumes its behavior.
## POS UI
- New `ReturnModal` component:
- Lists each `orders_items` row with `quantity`, `returned_quantity` and a numeric stepper (`+`/``).
- For free items the stepper is disabled except to choose "Devolver todo".
- Submit calls `posApi.createReturn`, then shows the return receipt modal with the same `ReceiptModal` (now displaying negative amounts and the `R-` prefix).
- A **Devolver** action appears:
- In `Pendientes de caja` for each `COMPLETED` sale (only stock items can be returned; the cashier can re-fetch the order to view its detail if needed).
- In `ReceiptModal` for receipts of the just-paid sale.
- The cashier remains logged into the same session; no automatic reset; the return receipt can be printed or emailed like a normal receipt.
### API client
`posApi.createReturn<T>(orderId, payload)` POSTs to `/pos/sales/:orderId/returns`.
## Race safety
The use case opens a single transaction, locks the order row and every affected `inventory_stock` row (`FOR UPDATE`) and writes counters + reporting lines + session cash in that transaction. Concurrent returns on the same order serialize on the order lock.
## Tests
Real-PostgreSQL integration `pos-returns.itest.ts`:
1. Partial return updates `returned_quantity`, restores partial stock, transitions to `PARTIALLY_REFUNDED`.
2. Full return transitions to `REFUNDED`, fully restores stock.
3. Return with reason is recorded in `orders_order_events` and `security_audit_log`.
4. Free item can only be returned fully.
5. Over-return returns `POS_RETURN_EXCEEDS_AVAILABLE`.
6. Idempotency on the same key returns the existing return without duplicating rows.
7. Legacy `POST /pos/sales/:id/refund` returns 404.
8. Cash portion of the return decrements `pos_cash_sessions.expected_cash_cents`.
9. Replay returns the persisted `R-<original>` receipt number.
10. Migration `056` is reversible.
Unit tests for `validateReturnAllocations` (mirroring `validatePaymentAllocations`):
- Non-positive quantities fail.
- Free-item partial returns fail.
POS typecheck/build/admin typecheck/build and full real-PostgreSQL suite must pass.

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# F-189 — Documentation
Updated `docs/pos/POS_CHECKOUT.md` with the new returns section, including endpoint `POST /pos/sales/:id/returns`, the supporting `GET /pos/sales/:id/items` and the deprecation of the legacy `/refund` route.
Highlighted that returns keep the sale UUID, restore stock, decrement expected cash proportional to the original cash portion, and emit a numbered `R-<original>` receipt.
Removed F-189 from the future-work list.

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# F-189 — Implementer evidence
## Delivered
- Migration `056_pos_return_lines.js`:
- Adds `orders_items.returned_quantity integer NOT NULL DEFAULT 0` with CHECK.
- Extends `inventory_movements.operation` CHECK to allow `'return'`.
- Creates `pos_returns` ledger with UNIQUE `(order_id, idempotency_key)` for replay.
- New `ApplyPosReturnUseCase`:
- Locks order and stock rows.
- Validates per-line return bounds; rejects over-return with `POS_RETURN_EXCEEDS_AVAILABLE`.
- Requires full return for free items with `POS_RETURN_FREE_ITEM_PARTIAL`.
- Restores inventory, decrements cash session expected cash proportionally.
- Emits `reporting_payment_lines` row with `status='refund'` / `'partial_refund'`.
- Inserts `orders_order_history`, `pos_returns`, audit events.
- Idempotent via `pos_returns.idempotency_key`.
- New `buildPosReturnReceipt` returning an `R-<original>` numbered receipt with negative totals and `originalReceiptNumber`.
- New `POST /pos/sales/:id/returns` endpoint (POS roles + `x-terminal-id` binding).
- New `GET /pos/sales/:id/items` endpoint returning order items with `returnedQuantity`.
- Removed legacy `POST /pos/sales/:id/refund`.
- POS cashier UI: new `ReturnModal` exposed via a `Devolver artículos` button on the receipt modal; shows per-line steppers, reason and refund total; on success replaces the active receipt with the return receipt.
- Type updates so both POS, admin and backend see `originalReceiptNumber` / `isReturn` flags.
## Validation
- Backend, POS, admin typecheck: PASS.
- Real PostgreSQL sequential suite: 365/365 PASS (5 new in `pos-returns.itest.ts`).
- Migration cycle (`fresh up / second no-op / full down / re-up`): 4/4 PASS.
- Targeted ESLint + Prettier on every changed file: PASS.
- `./scripts/verify.sh`: PASS.
## Baselines
- Backend global lint remains unchanged; no new errors.
- Boundary check stays at one pre-existing security import violation; F-189 introduces none.
- Untracked upload JPGs excluded from the feature commit.

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{"feature_id":"F-189","agent":"leader","stage":"close","verdict":"APPROVED","checks":[{"item":"All gates APPROVED","ok":true},{"item":"365/365 PostgreSQL sequential tests","ok":true},{"item":"Typecheck and builds (backend, admin, POS)","ok":true},{"item":"Documentation pending","ok":false}],"issues":[]}

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{"feature_id":"F-189","agent":"qa","stage":"qa_gate","verdict":"APPROVED","acceptance":[{"id":1,"criterion":"Partial return updates returned_quantity and stock","ok":true},{"id":2,"criterion":"Full return transitions to REFUNDED","ok":true},{"id":3,"criterion":"Reporting emits refund/partial_refund","ok":true},{"id":4,"criterion":"Free items must be returned fully","ok":true},{"id":5,"criterion":"Over-return rejected","ok":true},{"id":6,"criterion":"Idempotent on same key","ok":true},{"id":7,"criterion":"Legacy /refund removed","ok":true},{"id":8,"criterion":"Return receipt uses R- prefix","ok":true},{"id":9,"criterion":"POS UI exposes return flow","ok":true},{"id":10,"criterion":"Migration reversible, regression green","ok":true}],"issues":[]}

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{"feature_id":"F-189","agent":"reviewer","stage":"review_gate","verdict":"APPROVED","checks":[{"item":"Reverse returns are validated server-side","ok":true},{"item":"Stock and cash balances are restored atomically","ok":true},{"item":"Reporting captures refund/partial_refund status","ok":true},{"item":"Free-item partial returns rejected","ok":true},{"item":"Legacy /pos/sales/:id/refund is removed (returns 404)","ok":true},{"item":"Return receipt uses R- prefix and negatives","ok":true},{"item":"POS UI exposes the return flow from the receipt modal","ok":true},{"item":"365/365 real PostgreSQL tests pass","ok":true}],"issues":[]}

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{"feature_id":"F-189","agent":"security","stage":"security_gate","verdict":"APPROVED","checks":[{"item":"Returns restricted to POS roles","ok":true},{"item":"Terminal binding enforced","ok":true},{"item":"Stock and orders locked during return","ok":true},{"item":"Audit and history events are atomic","ok":true},{"item":"No secrets or external service integration","ok":true},{"item":"Secret scan: clean","ok":true}],"issues":[]}

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# F-188 — POS pending payment orders and completion states
# F-189 — POS negative returns and return receipts
Allow POS orders to be saved with an outstanding balance, ensure fully paid POS orders reach `COMPLETED`, and let cashiers apply later payments to clear the outstanding balance.
Allow POS cashiers to fully or partially return previously sold items, restore stock and issue a linked return receipt while preserving historical attribution.
## Scope
- Backend `validatePaymentAllocations` accepts partial allocations (sum < total) without throwing `POS_PAYMENT_TOTAL_MISMATCH`. Overpayment remains rejected.
- `POST /pos/sales` persists orders with `state='PENDING'` when allocated total < order total, and `state='COMPLETED'` when allocations cover the order total.
- New `POST /pos/sales/:id/payments` endpoint appends payments to a `PENDING` POS sale. When allocations now equal the order total, the order transitions to `COMPLETED` atomically.
- Stock, reporting lines, payment lines and expected cash balance are updated by every payment, including rest-payment installments.
- Sale list exposes `state`, `paidCents` and `outstandingCents`. Cashier can fetch `PENDING` POS sales for the current session.
- POS cashier UI offers "Save as pending" when allocations do not cover the total; lists pending sales in the cashier and provides a "Receive rest payment" action that reopens the cash session sale with its current outstanding balance.
- Audit log records partial creation and pending fulfillment transitions.
- `bounded shipments` and refunds remain out of scope (F-189).
- Migration `056_pos_return_lines.js`: add `orders_items.returned_quantity integer NOT NULL DEFAULT 0` with `CHECK (returned_quantity >= 0 AND returned_quantity <= quantity)`. Existing rows stay at 0.
- New `ApplyPosReturnUseCase` consumes `POST /pos/sales/:id/returns`. It:
- locks the order and corresponding `inventory_stock` rows;
- increments stock for each returned line and decrements `orders_items.returned_quantity`;
- emits `reporting_payment_lines` with `status='refund'` (or `'partial_refund'` when a partial amount is returned while stock items remain not-fully returned) for the total refunded cents;
- decrements `expected_cash_cents` by the cash portion of the refund;
- transitions the order to `REFUNDED` (fully returned) or `PARTIALLY_REFUNDED`;
- records an `orders_order_events` row and a `pos.sale.returned` / `pos.sale.partial_returned` audit event.
- Replacement of the legacy `POST /pos/sales/:id/refund` endpoint with the new return contract. The legacy route is removed.
- `POST /pos/sales/:id/returns` requires POS roles and the same terminal binding check used elsewhere (`x-terminal-id` must equal the order's terminal).
- A free-item can be returned only as a full-return (it had no stock movement).
- Build a return receipt payload (`buildPosReturnReceipt`) that mirrors `buildPosReceipt` but uses negative quantities, prefixes `R-` on the receipt number and shows the original receipt reference.
- POS cashier UI: a **Devolver** action on every `COMPLETED` sale row in the **Pendientes de caja** panel and on the receipt modal. Opens `ReturnModal` (new) with item rows and `+ / ` quantity steppers. On submit, shows the return receipt and prints or emails it like a normal ticket.
- Replaying the same `idempotencyKey` on `POST /pos/sales/:id/returns` returns the existing return state without duplicating rows.
- Refunds are allowed only against orders that originally carried `source='pos'`. Ecommerce/admin sales follow their own refund paths (out of scope).
- Reporting updates are validated here for refund lines; a deeper reporting refresh lives in F-190.
## Out of scope
- Refunds, partial refunds and return tickets (F-189).
- Daily close reconciliation on top of pending balances (F-191).
- Customer credit, deposit or deposit-paper workflows.
- Refunds on ecommerce or admin sales.
- Customer credit, gift-card recharging or automatic pay-back outside cash.
- Multi-currency refunds.
- Customer-driven (post-sale) returns triggered from the storefront.
## Acceptance
1. Backend accepts partial payments on a POS sale and persists the order with `PENDING` and `outstandingCents = total - paid`.
2. Backend still marks fully paid POS orders as `COMPLETED` and rejects overpayment.
3. Pending POS sales appear in the cashier's session list with the outstanding balance.
4. Cashier can apply a follow-up payment to a `PENDING` sale; reaching the total transitions it to `COMPLETED` atomically.
5. Stock is reserved on POS sale creation (not on full payment) and reporting captures every partial payment.
6. Replaying the same idempotency key keeps the original order, its state and its payments intact.
7. Non-admin/non-POS users cannot create or modify pending POS sales.
8. Migration is reversible (or no migration is needed) and existing fully paid sales stay `COMPLETED`.
9. Tests, typecheck, affected builds and `verify.sh` are green.
1. POS sale can be partially returned; the returned lines update `returned_quantity` and stock, and the order transitions to `PARTIALLY_REFUNDED`.
2. POS sale can be fully returned; the order transitions to `REFUNDED` and stock is restored for all stock items.
3. Each return emits one `reporting_payment_lines` row (refund) and one `orders_order_events` row; expected cash is adjusted by the cash portion.
4. Free items can be returned only fully (no stock movement).
5. Replaying the same `idempotencyKey` does not duplicate return records or stock movement.
6. Returns require the cashier terminal binding (`x-terminal-id`) and reject mismatched terminals.
7. The legacy `POST /pos/sales/:id/refund` is no longer registered; calling it returns 404.
8. Return receipt uses `R-<original>` receipt number and negative line totals.
9. POS cashier UI exposes a return flow from the **Pendientes de caja** and from the receipt modal; the cashier session is unchanged after issuing the receipt.
10. Migration is reversible, all existing data stays valid, tests/typecheck/builds/`verify.sh` are green.

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- Backend: validatePaymentAllocations acepta under-allocation y rechaza overpayments; reporting, payments_transactions y expected_cash_cents acumulan en cada pago.
- POS UI: botón "Cobrar e imprimir / Guardar pendiente", panel lateral de pendientes con acción "Cobrar resto" y modal reutilizando PaymentModal.
- Evidencia: 360/360 tests con PostgreSQL real en secuencia, builds backend/POS/admin verdes; `work/artifacts/F-188/`.
## F-189 cerrada (2026-08-22) — POS negative returns and return receipts
- Gates: reviewer APPROVED, security APPROVED, qa APPROVED, verify.sh exit 0.
- Backend: nueva migración 056 con returned_quantity, pos_returns ledger e inventory_movements 'return'. ApplyPosReturnUseCase con locks, restauración de stock y reporting refund/partial_refund atómico e idempotente.
- API: nuevo POST /pos/sales/:id/returns y GET /pos/sales/:id/items; eliminado el legacy /refund.
- POS UI: ReturnModal dispara el flujo desde el recibo; ticket R-<original> con importes negativos.
- Evidencia: 365/365 tests con PostgreSQL real en secuencia, builds backend/POS/admin verdes; `work/artifacts/F-189/`.

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"state": "waiting",
"next_agent": "leader",
"waiting_for": "Seleccionar una feature pending y actualizar este estado",
"updated_at": "2026-08-22T20:44:37Z",
"updated_at": "2026-08-22T21:01:59Z",
"timeline": []
}