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feat(lock): reconciled ('Afstemt') day lock — backend - #1711

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@renemadsen renemadsen commented Sep 15, 2026

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Draft. It grows one task at a time; each push runs CI on the tests added so far.

Backend phase of the Reconciled ("Afstemt") day lock. Marking a worker's day Afstemt freezes that day, and every earlier day for that worker, against web edits, mobile registrations and background recalculation. A day can only be unlocked once every day after it is unlocked.

  • Spec: docs/superpowers/specs/2026-09-12-reconciled-day-lock-design.md
  • Plan: docs/superpowers/plans/2026-09-12-reconciled-day-lock.md
  • Handoff / entry point: docs/superpowers/plans/2026-09-13-HANDOFF-reconciled-day-lock.md

No base-repo change: Reconciled/ReconciledAt already exist, and ship in Microting.TimePlanningBase 10.0.63.

Tasks in this PR

  • 1 — lock predicate (DayLockHelper): derived, never stored
  • 2 — SaveChangesInterceptor enforcing the lock on every write path (+ payroll-flag exemption)
  • 3 — localized messages
  • 4 — reconcile / unlock / reconcile-through endpoints
  • 5 — friendly guards + recalculation skipping
  • 5B — remaining write paths (startup pause-id repair, Google Sheet pull, import, flex, absence approval, handover accept)
  • 6 — lock state on the read model

The service repo, the host SCSS and the frontend follow as separate PRs.

Release order — read before merging the frontend

The three endpoints go live for any web user as soon as this merges. Background jobs in eform-service-timeplanning-plugin enforce the lock only once that repo's PR is deployed. The frontend PR must not reach production before the service PR is deployed; otherwise jobs could still write days the web shows as closed. Merging this PR alone changes nothing visible: no day is reconciled until someone calls the endpoints.

Review

Every task passed a spec+quality review and a code-simplifier pass before its commit, and a whole-branch review ran at the end (verdict: ready with fixes; the fixes are in fix(lock): close the final-review gaps before merge). Rulings taken during implementation are in spec §13.

🤖 Generated with Claude Code

renemadsen and others added 15 commits September 15, 2026 07:12
Marking a day Afstemt freezes it and every earlier day for that worker,
against web edits, mobile registrations and background recalculation.
Earlier days lock without being marked Reconciled themselves, and a day
can only be unlocked once every day after it has been unlocked -- the
boundary moves, it never gets a hole punched in it.

Three findings shaped the design:

Reconciled/ReconciledAt already exist on PlanRegistrations and
PlanRegistrationVersions (migration 20260127060748) and ship in the
pinned Microting.TimePlanningBase 10.0.62. Nothing writes them. So this
needs no base-repo change, no migration and no NuGet bump.

The lock is derived from MAX(Date) WHERE Reconciled, not stored. That
makes "earlier days are locked but not marked" and "unlock only in
reverse order" properties of the model rather than rules something has
to enforce and keep in sync.

There is no choke point: 32 write sites across 11 files in 2 repos, and
PnBase.Create/Update/Delete live in the base package. But every write
goes through EF change tracking, so a SaveChanges interceptor sees all
of them. Call-site guards alone would repeat the MaxDaysEditable
mistake, which is enforced only on the read path and in the browser and
is bypassable by a crafted POST today.

Barring reconcile at or after today is load-bearing beyond the obvious:
it is what makes the forward flex cascades -- one running 180 days
ahead, one unbounded -- provably unable to reach a locked day. The spec
records that so nobody relaxes it without revisiting them.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Bulk reconcile needs three selection modes -- picked rows, a picked day
column, or everything visible in the chosen period. They collapse into
one operation with two axes, a target date and a set of workers, rather
than three separate features: the date comes from a column header or the
picker, and the worker set comes from row selection, defaulting to every
visible row. Recorded as a table mapping each requested mode onto that
one mechanism.

Two consequences worth writing down. The affected cells are previewed in
place before committing, so the cascade is something you see rather than
infer. And a row already reconciled past the target date is skipped, not
moved backwards -- that would be an unlock, which is deliberately the
heavier action; skipped rows are counted and reported instead of quietly
dropped.

Reconciled and TransferredToPayroll stay independent. They are adjacent
columns from the same migration, which makes it easy to assume they are
related; they are not, in either direction.

Mobile rejects the write with the same localized failure as the web
paths and renders no lock state. No mobile UI work is in scope.

Open questions section now holds nothing blocking -- just the skipped-row
reporting surface and whether ReconciledBy is wanted on the record, which
would need the base migration this design otherwise avoids.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
15 tasks across three repos, phased so the backend is complete and
enforceable at task 6.

Revised after review, which found the first draft would not have
survived execution. The defects worth recording:

The interceptor opened a second DbContext to read the boundary, and
built it with ServerVersion.AutoDetect -- which opens a connection and
runs a version query. That guard fires on every save, including the four
Update calls inside the per-day loop that runs on every dashboard load;
50 workers over a month would have meant thousands of extra connections
per page view. It now queries the context it is already inside, which is
safe because the boundary query projects into an anonymous type and
tracks nothing.

The same mistake in miniature: the rewritten context helper used
AutoDetect where the factory it replaced hardcodes the version, adding a
round-trip per worker per load. Hardcoded to match.

Task 5 said to iterate a filtered collection while still projecting the
unfiltered one. UpdatePlanRegistrationsInPeriod has a single 715-line
loop that fuses writing and projection, so following that instruction
would have dropped locked days out of the grid -- silently wrong rather
than blocked, which is the worst failure mode for a plan. Now: guard the
four Update calls, leave the loop alone.

LockedThrough was set inside that loop, so a worker with no rows in the
window never got one and a fully locked month would have rendered
editable.

A `using Pomelo...` line that does not compile -- this repo uses the
Microting fork. Three tests that fail in arrange because the seed order
put the row inside the range its own Create would be blocked by. A test
that seeded WorkflowState = Removed, which PnBase.Create overwrites
unconditionally. Three test helpers that are private or do not exist.
Seven wrong line numbers.

Also corrected: the rationale for guarding setDisabled claimed the
cascade re-enables unconditionally. It does not -- every enable is
value-guarded. The true reason is that none is guarded by isInTheFuture,
which is a pre-existing bug the lock would inherit. An agent that
checked the false premise would have skipped a load-bearing step.

Spec UI requirements 8.1-8.4 (glyph, tooltip, legend, two-step confirm,
bulk preview, typed unlock confirmation) have no tasks and are listed as
an open decision rather than quietly dropped.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Design and plan are complete and reviewed; no implementation code
exists. Records where the branch is, the one decision still open
(spec 8.1-8.4 UI requirements have no tasks -- particularly the typed
unlock confirmation, which is the only safeguard on a feature any web
user can trigger), what the design settled so it is not re-litigated,
and the traps the plan review already caught so they are not
reintroduced.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Renamed STATUS -> HANDOFF and folded in what a cold session needs that
was previously only in chat: the dev-mode gate, the normal development
cycle including the dual review gate, subagent-driven execution, the
CI-only testing rule and the shard-filter trap, and a note that stable
has moved and that the dependency-alignment map shares this branch by
accident.

One entry point instead of a status note plus a separate brief.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
The lock is derived, never stored: a worker's boundary is MAX(Date) over
their non-removed Reconciled PlanRegistration rows. Every day at or before
that boundary is locked.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Every PlanRegistration write is now checked against the worker's
reconciled boundary via a SaveChangesInterceptor, on both its
original and its current (site, date) slot -- so a write cannot
escape the lock by moving a locked row's date past the boundary or
reassigning it to another worker.

Two writes remain permitted inside the locked range: clearing the
flag on the boundary day itself (unlock, which also requires
ReconciledAt to be cleared), and a payroll-flag-only write, which
spec §11.2 requires so exporting a reconciled period keeps working.

Wired into the pooled DbContext registration, TimePlanningDbContextHelper,
and both test context builders in TestBaseSetup.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Reconcile rejects today and later days (I2) and is idempotent; unlock is
allowed only on the worker's boundary day; reconcile-through marks one
landing day per worker and reports skips by reason; a concurrent boundary
move degrades to a per-site skip.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
…en recalculating

- web and mobile edits of a locked day return DayIsReconciled or DayIsLockedByReconciledDay;
- the dashboard recompute reverts locked days before any save, so a closed month renders its stored values and never trips the lock;
- gap-fill never creates rows inside the lock, and sends a non-persisted placeholder day instead, so the positional grid keeps one column per date;
- the working-hours save skips locked rows (the page posts every row) and marks them read-only.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
…th tasks

The spec gains section 13, which lists what changed during execution: the
payroll-flag exemption, the two-slot check, reverting locked days before any
save, placeholder days for the positional grid, and the working-hours skip.
Section 6.3 is corrected, and the section 8.3 grid gotcha now uses
disableRowClickSelection.

The plan gains Task 5B (remaining plugin write paths) and the reviewed UI
tasks for section 8.1-8.4 (8A-14A), which settles the handoff's open decision.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
… handover inside the lock

- The startup pause-id repair skips locked rows, runs on an interceptor-guarded context, and a DayLockedException can no longer take the host down.
- Sheet pull, import and the flex follow-up skip locked rows before tracking them.
- Flex corrections, absence approval and handover accept are refused up front with a message that says what the day is.
- CorruptedPauseIdRepairTests now runs in CI (it was in no shard).

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Each day carries Reconciled/ReconciledAt, and each row carries LockedThrough, set even when the worker has no rows in the window.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
- a test proves both production context paths attach the lock;
- unlock refusals name the day to free first;
- create-time lock checks for absence and handover requests;
- lock refusals are no longer mislabelled or swallowed;
- self-contained comments, twin headers, and skip counts logged.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Status line, pinned base version, and section 13 now say what is built:
the plugin write paths are guarded, unlock refusals name the day, the race
window is documented, and the frontend must not ship before the service
repo's PR is deployed.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
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