Refund system (Round 3 fixes + follow-up + alignment):
- Serialize cancellation refunds against the manual handler via
per-payment advisory locks taken before the prior-refunds read
(pg_advisory_xact_lock, ascending, same crussell:refund: key space)
- Aggregate pending cancellation refunds into ONE Square refund per
charge (stable charge-level -square-agg key); atomic group UPDATE
keeps crash-retry amounts identical for Square key-dedup
- Persist paymentID-square-amount idempotency keys on cancellation
refunds; scheduler reads the stored key (legacy fallback for old rows)
- Add sweep-pending-square-refunds cron (*/5, concurrency 1) with
refund_attempts cap; sweep retries stale manual pending refunds with
each row's own stored idempotency key
- Reconcile at Square (GET /v2/refunds ListPaymentRefunds) before every
terminal failed transition: tri-state result leaves rows pending on
reconcile error instead of false-failing; PAYMENT_ALREADY_REFUNDED
resolves to completed
- Move over-refund guard inside the lock, counting completed + pending
(excluding failed); ErrRefundDeclined distinguishes definitive vs
ambiguous outcomes
- forgiveFees now executes a real full refund (forceFullRefund override)
with admin_forgiven_fees reason threaded to Square
- Surface failed card refunds in the admin notification centre
(refund_failed enum, RETURNING-id pre-pass inserts, NOT EXISTS dedup)
- Dedup double-cancel refund inserts via ON CONFLICT (idempotency_key)
DO NOTHING without consuming refundRemaining
Frontend:
- Remove all raw-PAN card entry: zero card_number/card_cvc/new_card_token
in request bodies; gate new-card entry behind CardEntryUnavailable
notice + newCardDisabled prop across all 8 flows
- Delete hand-rolled CardInput.svelte; keep CardSelection saved-card UI
and CardEntryUnavailable fallback
- Update cancellation-policy page to in-person cash pickup wording
Tests:
- Rewrite the two amount-blind dedup tests to assert real money movement
(single call, aggregated amount, shared refund ID)
- Add coverage: manual refund vs cancellation serialization (concurrent
goroutines), reconcile error vs no-match branches, stale manual retry,
forgive-fees real refund row + reason, double-cancel dedup, mock refund
key dedup, ListPaymentRefunds filtering
- Fix time-dependent booking flakes with fixtures.NextWorkingDayAt
- 25/25 packages pass; -race clean on payments/square/db/jobs/bookings
RequestEditHandler had empty M8/L5 placeholder comments where hours validation was planned. Implemented full validation: staged-hours-aware closing time check via getClosingTimeForDate, closed-day check, and closing-hours boundary check using the booking's total_duration_minutes. Removed placeholder comments. Updated test to propose an open-day time that doesn't extend past closing.
AdminApproveEditRequestHandler checked exceptional hours but not staged default hours changes. Added getClosingTimeForDate check for the proposed reschedule time, matching the pattern used in AdminRescheduleBookingHandler.
Integrate getClosingTimeForDate into AdminReserveSlotHandler, CreateBookingHandler, AdminRescheduleBookingHandler, and AdminCreateBookingForUserHandler. Rejects bookings when the staged schedule marks a day as closed (00:00).
New test files cover previously untested paths across DAV, validators,
S3, Square, mw, bookings, user, and payments packages.
Includes mock fix: HoldCheckouts flag on MockClient allows tests to
pause auto-complete goroutine for testing PENDING checkout states.
Coverage: 50.4% → 65.0% (+14.6pp)
Restore processImage (images.go) and nonDepositPaymentType (handlers.go) with //nolint:unused — used in test files.
Fix 97 tx.Rollback defers to silently discard expected "tx is closed" error after commit.
Frontend: remove 44 unused shadcn-svelte files, 2 dead components, 9 stale npm deps, prune unused exports.
Ultraworked with [Sisyphus](https://github.com/code-yeongyu/oh-my-openagent)
Co-authored-by: Sisyphus <clio-agent@sisyphuslabs.ai>
errcheck: add proper error handling with slog.Error for tx.Rollback, key generation, and s3/dav operations. Add nolint comments for intentionally discarded DB scan errors and HTTP write errors.
unused: remove dead code (svcRow type, processImage, nonDepositPaymentType, generateSecureCode, colorBold, nGreen, nRed)
gosimple S1021: merge var declaration with assignment in manage.go
ineffassign: remove dead assignments in settings.go, till.go, images.go
Ultraworked with [Sisyphus](https://github.com/code-yeongyu/oh-my-openagent)
Co-authored-by: Sisyphus <clio-agent@sisyphuslabs.ai>
Pass excludeUserID to CheckTimeBlockerOverlap in AdminReserveSlotHandler, CreateBookingHandler, EditBookingHandler, AdminRescheduleBookingHandler, AdminCreateBookingForUserHandler, AdminApproveEditRequestHandler, and ReserveSlotHandler. Also clean up stale reservations before overlap check in AdminReserveSlotHandler and ReserveSlotHandler via db.Conn.Exec for cross-connection visibility. Improve error handling in RequestEditHandler's service update block.
Ultraworked with [Sisyphus](https://github.com/code-yeongyu/oh-my-openagent)
Co-authored-by: Sisyphus <clio-agent@sisyphuslabs.ai>
Add OutOfHours field to AdminCreateBookingForUserRequest. When true, skip exceptional hours closed check and include out_of_hours in INSERT. Add tests verifying: bypass of exceptional closure, rejection without flag, overlap detection still works, and time blocker warning.
Ultraworked with [Sisyphus](https://github.com/code-yeongyu/oh-my-openagent)
Co-authored-by: Sisyphus <clio-agent@sisyphuslabs.ai>
Simplify bookings handlers by using bookings.total_duration_minutes, bookings.total_amount, and bookings.end_time computed columns instead of inline UNION sub-queries against booking_services/booking_custom_services.
Ultraworked with [Sisyphus](https://github.com/code-yeongyu/oh-my-openagent)
Co-authored-by: Sisyphus <clio-agent@sisyphuslabs.ai>
Replace direct *pgxpool.Pool usage with PoolProxy wrapper across the entire backend:
- db.DB renamed to db.Conn (*pgxpool.Pool -> *PoolProxy)
- JWT functions now accept context.Context instead of using context.Background()
- Handler DB calls route through PoolProxy for per-test transaction support
- Fixture/helper/testdb functions accept Querier interface for decoupling
- Query ordering fixed in bookings handlers: COUNT after data query to avoid pgx conn busy
- Time truncation fixed: time.Date instead of Truncate(24*time.Hour) for week start calc
- testmain_test.go files updated with SeedBaseline and NewPoolProxy
Ultraworked with [Sisyphus](https://github.com/code-yeongyu/oh-my-openagent)
Co-authored-by: Sisyphus <clio-agent@sisyphuslabs.ai>
Name history system tracks user name changes and displays former names on bookings, appointments, and admin views until consumed by the first completed booking post-change.
- Add name_history queries to today.go, bookings.go, manage.go, profile.go
- Show previous first/last name on today appointments, pending approvals,
booking details, edit requests, and admin user views
- Paginate bookings by start_time instead of created_at (more intuitive ordering)
- Add name change detection in UpdateProfileHandler with history insert
- Support DAV_BASE_URL env var for configurable CardDAV endpoint
- Add referral_savings to profile response
- Add ParseCursor3 validator for user list cursor pagination
- Consume name_history entries when a booking is completed (ProgressBookingHandler)
Ultraworked with [Sisyphus](https://github.com/code-yeongyu/oh-my-openagent)
Co-authored-by: Sisyphus <clio-agent@sisyphuslabs.ai>
Update booking create/confirm/progress/reserve handlers to support custom_service_ids and custom overrides. Add UNION ALL queries to include custom_services in booking detail, payment summary, scheduling availability, today dashboard, and customer relationship queries.
Ultraworked with Sisyphus (https://github.com/code-yeongyu/oh-my-openagent)
Co-authored-by: Sisyphus <clio-agent@sisyphuslabs.ai>
Add validators.Validate.Struct() calls across booking handlers. Fix patch test notice period check to compare against booking start time (not current time) and fix expiry check similarly. Update test to match new error message.
Ultraworked with [Sisyphus](https://github.com/code-yeongyu/oh-my-openagent)
Co-authored-by: Sisyphus <clio-agent@sisyphuslabs.ai>
Backend:
- Add enriched response types (EditSnapshot, EnrichedEditRequest) with original vs proposed snapshots
- Add 4 new GET endpoints for viewing edit requests (user and admin scoped)
- Remove github.com/lib/pq dependency — use native PostgreSQL array scanning
- Clean up edit requests, time blockers, and notifications on booking cancellation
- Validate exceptional closed hours on admin approve (409 Conflict)
- Notification upsert on edit request replace (no duplicate admin notifications)
Frontend:
- New user EditRequestModal with time/services/both modes and lunch protection
- New admin EditRequestModal with side-by-side diff (date/time, services, notes)
- Integrate edit requests into PendingApprovals card and notifications page
- Preload 3 months of availability to prevent calendar snap-back
- Apply lunch protection to isDateUnavailable in BookingFlow and BookingCreateModal
- Fix accessibility: card list items use <button> instead of <div>
Dev & Docs:
- Seed edit requests in local-dev-2.sh
- Update all Obsidian manuals with enriched edit request documentation
- 42 new tests (438/441 passing)
- Add time blocker management for booking edit requests
- Add closing_time field to admin today/current-next endpoint
- Update UserBookingModal and CurrentAppointment UI components
- Fix fmt import in bookings_test.go (was missing)
- Fix created_by FK in TestAdminApproveEditRequest_TimeBlockerOverlap
- Update test coverage for edit request time blocker overlap
- Update gap backlog documentation
- Remove all discount_eligible checks from CreateBookingHandler and AdminCreateBookingForUserHandler
- Discounts are only calculated at completion/payment time, not at booking time
- Remove discount_eligible from frontend Booking type and pending_redemption from BookingUser
- Remove TestDiscount_EligibilityFlag test (no longer relevant)
- Fix modal scrolling: add max-h-[90vh] overflow-y-auto to match ServicesManagement pattern
- Lower default discount from 10% to 5%
- Clarify max_redemptions label as 'campaign total' (per campaign, not per person)
- Change no-show threshold from 12h to 24h for late cancellations
- Add optional forgive_no_show boolean to cancellation endpoint
- Add optional enforce_deposits boolean to admin booking creation
- Set deposits_required = 3 on no-show (not +=3) to prevent escalation
- Implement per-cancellation forgiveness instead of bulk forgiveness
- Remove ForgiveNoShowsForUser() function (now per-event)
- Admin can now bypass deposit checks when needed
- All changes backward compatible (nil defaults to enforce)
CHANGES:
Phase 1: Schema
- Change deposits_required default from 3 to 0 for new users
- Add forgiven_no_shows table to track forgiven no-show bookings
Phase 2: No-Show Logic (manage.go)
- CountUnforgivenNoShows(): Count unforgiven no-shows in 6-month period
- ApplyDepositsIfNeeded(): Auto-apply 3 deposits if 2+ no-shows detected
- ForgiveNoShowsForUser(): Clear no-shows and reset deposits on full payment
Phase 3: Slot Reservation System
- Add CleanupOldReservations() to delete 1h+ old reservation blockers
- Call cleanup in GetAvailableHours() on each availability check
- Delete existing user reservation before creating new booking
Phase 4: Minimum Advance Time
- Changed from 48h (deposit-only) to 1h (all users)
- Now universally enforced at booking creation time
Phase 5: Notes-Based Approval Workflow
- If booking has notes (not empty) → status = 'pending' (needs approval)
- If no notes → status = 'confirmed' (auto-approved)
- Uses CASE statement in INSERT for status determination
Phase 6: Late Night Lock
- After 22:00, non-admin users cannot book next morning before 11:00
- Implemented in GetAvailableHours() via artificial blocker subtraction
- Admin users see all times (no restriction)
Phase 7: Admin Notifications
- Notify admin if booking has notes OR is for same day
- All qualifying bookings trigger notification for admin review
VERIFICATION:
✓ Build passes: go build -tags dev ./main.go succeeds
✓ All 7 phases implemented as per dev-approved plan
✓ No breaking changes to existing schemas
✓ Backward compatible with existing booking flow
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