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fix(plans): refuse Add Purchases and account changes on managed plans - #1012
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Docstring coverage is 29.41% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 17 functions across 8 files. | Write docstrings for the functions missing them to satisfy the coverage threshold. |
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Check name Status Explanation Description Check Check skipped - CodeRabbit’s high-level summary is enabled. Title check The title clearly and concisely describes the main change: blocking purchase additions and account changes on managed plans. Linked Issues check Check skipped because no linked issues were found for this pull request. Out of Scope Changes check Check skipped because no linked issues were found for this pull request.
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Independent review of 7bd4ef7: no actionable findings
Scope note: this review covers the pre-rebase SHA. The merge driver will record the range-diff to the new head (9e78df1); git range-diff on the PR's own commit shows =. Reviewed as the delta over #1011 (658b93d).
Findings:
- NON-BLOCKING: openapi.yaml still lacks the managed-plan 409 (see #1011 note); /api/plans/{id}/accounts is not in the spec at all.
What I attacked:
- Coverage: plan_accounts is written only by setPlanAccountsTx (store_postgres_plan_writes.go:66-75), reached only from SetPlanAccounts (store_postgres.go:4143), whose callers are handler_accounts.go:1328 (guarded, mapped at :1332) and handler_plans.go:212 (new plan at create, never managed). Add Purchases (createPlannedPurchasesTx, handler_plans.go:511) refuses on the plan row locked FOR UPDATE at :503, before any execution is written.
- Atomicity: the accounts guard reads the plan row FOR SHARE in the same tx as the write (store_postgres_managed_guard.go, requireManagedAccountsTx); an editor holding FOR UPDATE makes the writer wait and then read the committed marker. Reverse order: the editor waits for the legacy tx. No check-then-write gap.
- False refusal: an unmanaged plan or a missing plan passes; an identical account set on a managed plan passes (set comparison, duplicates collapse like ON CONFLICT DO NOTHING).
- Mutation probes (3, reverted): requireManagedAccountsTx returns nil -> TestAssignAccountsOnManagedPlan and TestManagedMarkerCommittedUnderLockRefusesWaitingWriters fail; DatesManaged check in createPlannedPurchasesTx disabled -> TestAddPurchasesRefusesManagedPlanWhole fails; FOR SHARE dropped -> TestManagedMarkerCommittedUnderLockRefusesWaitingWriters fails.
- Real Postgres integration (api and config managed subsets) and
go test ./internal/configpass;go vetclean. Full./internal/apiunit run fails only TestAuthPublicRoutes_EveryRouteIsCSRFGuardedOrExempt, which is a pre-#1003 base artifact: it passes on current origin/main 0a5f790.
Gate: CI not applicable until retarget (base is fix/631-guard-409-code). Labels match the issue set. CodeRabbit: no threads. Additions 262 lines (limit counts additions only).
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The independent review above covers 7bd4ef7. claude-cc-631-driver rebased the stack onto main 0a5f790 (includes #1003). The PR's own commits are unchanged, so the verdict carries to 9e78df1 (owner #631 rule). |
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The independent review above covers 9e78df1. Rebased onto main after #1010 merged (0117179); #1011 retargeted to main. The PR's own commits are unchanged, so the verdict carries to eb94c5b (owner #631 rule). |
Add Purchases and account assignment could still change an editor-managed plan's schedule roots and target accounts behind the editor's back. Add Purchases now refuses a managed plan whole before it writes anything, and assigning a different account set to a managed plan is refused under a share lock on the plan row, so a writer that waited behind the editor's Save sees the committed marker. Both answer 409 editor_reconciliation_required, after authorization. Re-sending the current account set still succeeds. Refs #631 Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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The independent review above covers eb94c5b. Rebased onto main after #1011 merged (173474e); #1012 retargeted to main. The PR's own commits are unchanged, so the verdict carries to 07f7e9e (owner #631 rule). |
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Actionable comments posted: 1
- 🪄 Fix comments: Fix CodeRabbit comments on this PR
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Inline comments:
Review comments at @internal/config/store_postgres_managed_guard.go:
- Line 103: Normalize account UUID strings when building the comparison sets in
sameAccountSet so uppercase hexadecimal UUIDs match PostgreSQL’s canonical
lowercase form; preserve the existing set comparison behavior.
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📒 Files selected for processing: 8
internal/api/handler_accounts.gointernal/api/handler_plans.gointernal/api/handler_plans_managed_add_accounts_integration_test.gointernal/api/handler_plans_managed_guard_integration_test.gointernal/config/store_postgres.gointernal/config/store_postgres_managed_guard.gointernal/config/store_postgres_managed_guard_test.gointernal/config/store_postgres_pgxmock_test.go
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…ed guard validatePlanAccountIDs accepts upper-case UUID hex, but Postgres returns plan_accounts.account_id from the uuid column in lower-case. sameAccountSet compared the raw strings, so resubmitting an unchanged account set written in upper-case hex on a managed plan got a false 409 editor_reconciliation_required. Lower-case both sides when building the sets. Adds a unit case and an integration case for the upper-case resubmit. Refs #631 Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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Independent delta review of a4696f0 (previous: 07f7e9e): no actionable findings
Previous finding (sameAccountSet raw UUID compare, BLOCKING): RESOLVED.
- internal/config/store_postgres_managed_guard.go:106 now lower-cases every id in the set builder, so both sides are normalized. uuidRegex (internal/api/validation.go:29) accepts only the hyphenated 8-4-4-4-12 hex form, so lower-casing is a complete normalization. A changed set (added or replaced id) still differs after lower-casing and is still refused.
- Fail-before/pass-after: with OLD_SHA's guard file in the NEW_SHA tree, TestSameAccountSet "mixed case" and "mixed case duplicate" fail, and TestAssignAccountsOnManagedPlan (integration, testcontainers) fails at line 82 with the editor-reconciliation refusal for the upper-case unchanged set. At NEW_SHA both pass; the added/replaced refusal assertions in the same test still pass.
- CodeRabbit thread on this line: resolved (outdated), after the author reply and CR's acknowledgement.
Delta: 3 files, +9/-2 (guard fix, 2 unit cases, 1 integration assertion). Nothing else changed. OLD_SHA is an ancestor; merge-tree against origin/main shows no conflicts.
What I attacked: reverted the fix to confirm the tests bite (above); checked the accepted UUID grammar; checked the refused cases are unaffected.
Tests at NEW_SHA: go test ./internal/config (834 pass); integration-tag ./internal/api (all pass); integration-tag ./internal/config -run 'Managed|Guard|SameAccount|PlanAccount' (68 pass). The whole config integration package hit my local 10 minute timeout, so I did not get a full-package result for it.
Gate status: CI on NEW_SHA is still running (Lint, Integration Tests, E2E and others pending, no failures reported yet), so the green-CI item is not yet met. Independent review is this comment. Local verification evidence is above (macOS, real Postgres via testcontainers). Labels were not re-checked in this delta.
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Gate record for a4696f0 (origin/main CLAUDE.md "Review gate"):
Merging at a4696f0 with --match-head-commit. #1013 will be retargeted to main and rebased next. |
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Add Purchases and account assignment could still change an
editor-managed plan's schedule roots and target accounts behind the
editor's back. Add Purchases now refuses a managed plan whole before it
writes anything, and assigning a different account set to a managed
plan is refused under a share lock on the plan row, so a writer that
waited behind the editor's Save sees the committed marker. Both answer
409 editor_reconciliation_required, after authorization. Re-sending the
current account set still succeeds.
Refs #631
Part 3 of 5 of the #631 legacy-writer guards; stacked on #1011; merge bottom first.
Review verdict and evidence
Original review, copied from the per-commit evidence record. Commit 8b50e6d6 was reviewed before the rebase onto origin/main; the rebased commit is 9e78df1.
Rebase: the five commits were rebased onto origin/main 0ed85aa (27 commits ahead of the old base).
git range-diffof the old 5 commits against the rebased 5 shows all five as=(identical patches), so the verdict carries over per the owner's rule. New head SHA of this PR: 9e78df1. No migration is added by any of the five commits.Review gate
CodeRabbit is not used on this stack (quota; owner decision): the gate is the independent adversarial review above plus the local verification below.
Local verification
Local verification of the rebased stack tip (macOS, Docker Postgres via testcontainers; Linux via CI):
Status on main
The change is dormant on main until the editor Save route ships: only plans marked managed (ramp_schedule.dates_managed) are affected, and only that route sets the marker.
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