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":[]}