feat(workflows): wire booking document actions (prepare_invoice/contract + send_document)
Implements the draft-seam booking cutover so the booking_invoice_only flow
becomes enableable. The booking flows trigger on quote.accepted, so the run
entity is the quote:
- prepare_invoice: convertToInvoiceOnly({draft:true}) creates the invoice(s)
on HOLD (scheduled_send_at NULL, status stays 'scheduled') so the scheduler
never auto-sends before the review gate; crash-recovery recovers drafts by
the quote's deal_uuid. Stores ids in ctx.vars.preparedInvoiceIds.
- prepare_contract: createFromQuote (idempotent via converted_contract_id).
- send_document: dispatches the prepared draft (invoice -> sendInvoice each id,
contract -> sendContract).
- resolveActor: quote creator -> workflow creator -> first admin.
- prepare_contract/prepare_invoice/send_document removed from the enable-guard
list; prepare_event/prepare_quote/prepare_gallery/reserve_date still guarded,
so booking_full/booking_simple stay blocked until the event-path increment.
Fixes a latent single-connection SQLite deadlock these unattended paths would
hit: getAppSetting/logActivity/adminActor read or write the global db, which
deadlocks when issued inside an open knex transaction. Thread the active trx
through getAppSetting, logActivity, nextInvoiceNumber, nextContractNumber, the
spawnInstallmentInvoices audit log, and hoist adminActor before createFromQuote's
transaction. convertToInvoiceOnly now logs after commit and returns invoiceIds.
Adds bookingCutover integration test (hold-mode null send-at, normal scheduled
contrast, contract path no-deadlock) and a route test that the now-implemented
booking invoice actions can be enabled.
This commit is contained in:
@@ -0,0 +1,68 @@
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/**
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* Booking cutover — prepare_invoice's draft seam. convertToInvoiceOnly({draft})
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* must create the invoice(s) but leave scheduled_send_at NULL so the scheduler
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* never auto-sends them before the workflow's review gate + explicit
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* send_document.
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*/
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const crypto = require('crypto');
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const { bootCrmDb, seedMinimal } = require('./helpers/crmDb');
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jest.setTimeout(30000);
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describe('booking cutover — draft invoices on hold', () => {
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let db; let cleanup; let adminId; let customerId; let quoteService;
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beforeAll(async () => {
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({ db, cleanup } = await bootCrmDb());
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({ adminId, customerId } = await seedMinimal(db));
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quoteService = require('../../src/services/quoteService');
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}, 120000);
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afterAll(async () => { if (cleanup) await cleanup(); });
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async function acceptedQuote() {
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const dealUuid = crypto.randomUUID();
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const [id] = await db('quotes').insert({
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quote_number: `Q-${dealUuid.slice(0, 8)}`,
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customer_account_id: customerId,
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status: 'accepted',
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currency: 'CHF',
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issue_date: '2026-01-01',
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net_amount_minor: 100000, vat_amount_minor: 0, shipping_amount_minor: 0, total_amount_minor: 100000,
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// A non-delivery installment so the contrast (scheduled date vs null) is meaningful.
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payment_term_snapshot: JSON.stringify({ installments: [{ percent: 100, trigger: 'quote_accepted', offset_days: 0, label: 'Total' }], net_days: 30 }),
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deal_uuid: dealUuid,
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created_by_admin_id: adminId,
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});
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return id;
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}
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it('draft mode creates the invoice with scheduled_send_at = NULL (held), and returns its id', async () => {
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const quoteId = await acceptedQuote();
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const res = await quoteService.convertToInvoiceOnly(quoteId, adminId, { draft: true });
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expect(Array.isArray(res.invoiceIds)).toBe(true);
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expect(res.invoiceIds.length).toBeGreaterThanOrEqual(1);
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const inv = await db('invoices').where({ id: res.invoiceIds[0] }).first();
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expect(inv.status).toBe('scheduled'); // editable + sendInvoice can issue it
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expect(inv.scheduled_send_at == null).toBe(true); // held — scheduler won't auto-send
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});
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it('without draft, the same installment IS scheduled (scheduled_send_at set)', async () => {
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const quoteId = await acceptedQuote();
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const res = await quoteService.convertToInvoiceOnly(quoteId, adminId);
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const inv = await db('invoices').where({ id: res.invoiceIds[0] }).first();
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expect(inv.status).toBe('scheduled');
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expect(inv.scheduled_send_at == null).toBe(false); // normal convert → auto-send date set
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});
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it('prepare_contract path (createFromQuote) completes under SQLite — no in-trx deadlock', async () => {
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const contractService = require('../../src/services/contractService');
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const quoteId = await acceptedQuote();
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const res = await contractService.createFromQuote(quoteId, adminId);
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expect(res.contractId).toBeGreaterThanOrEqual(1);
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expect(res.alreadyConverted).toBe(false);
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const c = await db('contracts').where({ id: res.contractId }).first();
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expect(c).toBeTruthy();
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});
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});
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@@ -74,13 +74,34 @@ describe('admin workflows API', () => {
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test('refuses to enable a flow that uses an unimplemented action', async () => {
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const create = await request(app).post('/api/admin/workflows').set(auth(token)).send({
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name: 'Stub flow', trigger_type: 'quote.accepted', enabled: false,
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nodes: [{ node_key: 't', type: 'trigger' }, { node_key: 'a', type: 'action', config: { action: 'prepare_invoice' } }],
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nodes: [{ node_key: 't', type: 'trigger' }, { node_key: 'a', type: 'action', config: { action: 'prepare_event' } }],
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edges: [{ from_node: 't', to_node: 'a' }],
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});
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expect(create.status).toBe(201);
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const res = await request(app).patch(`/api/admin/workflows/${create.body.id}/enabled`).set(auth(token)).send({ enabled: true });
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expect(res.status).toBe(409);
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expect(res.body.error).toMatch(/not.*implemented|prepare_invoice/i);
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expect(res.body.error).toMatch(/not.*implemented|prepare_event/i);
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});
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test('allows enabling a flow using the now-implemented booking invoice actions', async () => {
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const create = await request(app).post('/api/admin/workflows').set(auth(token)).send({
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name: 'Invoice-only booking', trigger_type: 'quote.accepted', enabled: false,
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nodes: [
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{ node_key: 't', type: 'trigger' },
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{ node_key: 'p', type: 'action', config: { action: 'prepare_invoice' } },
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{ node_key: 'g', type: 'gate', config: {} },
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{ node_key: 's', type: 'action', config: { action: 'send_document', document: 'invoice' } },
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],
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edges: [
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{ from_node: 't', to_node: 'p' },
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{ from_node: 'p', to_node: 'g' },
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{ from_node: 'g', from_handle: 'confirm', to_node: 's' },
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],
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});
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expect(create.status).toBe(201);
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const res = await request(app).patch(`/api/admin/workflows/${create.body.id}/enabled`).set(auth(token)).send({ enabled: true });
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expect(res.status).toBe(200);
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expect(res.body.enabled).toBe(true);
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});
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test('get one returns the graph', async () => {
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