TL;DR e verdetto
Quando Claude Code ignora una regola, il riflesso è una riga più forte in CLAUDE.md. I docs spiegano perché non funziona: Claude tratta quei file come contesto, non come configurazione imposta, e per bloccare un'azione si usa invece un hook. s4 Il ciclo retro va nella direzione opposta: meno righe, e un controllo che non si può ignorare.
Nel nostro run, una sessione di Claude Code ha costruito una funzione di note di credito su una piccola API di fatturazione e ha rilasciato un bug di numerazione con i propri test verdi. Una retro su quella sessione, a cui è stato detto cosa era fallito, ha proposto ciò che l'avrebbe evitato. Abbiamo approvato a mano quattro modifiche: un hook pre-commit, un test, una riga di standard e un commento alla fonte. Una sessione nuova, con la stessa richiesta, ha poi rilasciato i numeri senza buchi.
Il verdetto:
- Lancia una retro dopo una sessione andata male, prima di cancellarla, o sul log di una vecchia sessione.
- Non lanciarla in automatico. Si limita a proporre, e nulla cambia finché non scegli un candidato. s2
- Riconduci ogni candidato a un momento della trascrizione e scarta quelli che non riesci a ricondurre.
- Instrada ogni sopravvissuto al carrier giusto: un controllo per un errore meccanico, una riga di standard per una scelta di giudizio, un commento alla fonte per un buco di navigazione.
- I controlli che aggiungi sono codice che ora devi mantenere. La retro non fa l'audit dei controlli che ha proposto il mese scorso. s2
Il pack qui sotto contiene la checklist, lo script dell'hook e il test di numerazione del nostro run.
Sintesi con fonti
Cos'è la retro. È una skill della collezione di Matt Pocock. Si invoca solo a mano (disable-model-invocation: true), e cerca candidati in sette categorie: Navigation, Automated checks, Coding standards, Global AGENTS.md, Tool economy, No-ops e Information access. s1 Il suo ultimo passaggio si limita a presentare i candidati, in ordine di gravità. s1 È entrata nel plugin di Claude Code con la v1.3.0. s22
Come installarla. La riga di installazione è claude plugin install mattpocock-skills@claude-plugins-official. s25 Una trappola: una issue segnalava il comando retro mancante installando dal marketplace ufficiale. s24 La voce del marketplace ora fissa un commit più recente. s26 Sulla nostra macchina il marketplace locale era ancora sul vecchio riferimento, quindi abbiamo lanciato prima l'aggiornamento del marketplace, poi l'installazione, poi abbiamo controllato il comando in una nuova sessione.
Perché il log e non il codice. Claude Code salva le trascrizioni come JSONL in ~/.claude/projects/<project>/<session-id>.jsonl, e claude --resume <transcript-path> riprende una sessione da quel file. s8 Il formato è interno e cambia tra le versioni, quindi non costruirci sopra degli script. s8 La conservazione è di 30 giorni ed è configurabile con cleanupPeriodDays. s8
La retro è rumorosa finché non la riconduci a un momento. I docs dicono di scartare ogni candidato che non riesci a ricondurre a un momento specifico. s2 Avvertono anche che il modello tende a dimenticare le difficoltà della parte centrale della sessione e inventa consigli generici per soddisfare le categorie. s2 Una issue aperta conta 17 esecuzioni della retro su 12 sessioni, 15 delle quali seguite dall'utente che chiede all'agente di provare che i candidati servissero, e chiede che zero sopravvissuti conti come retro completa. s7
Instrada ogni sopravvissuto. Un repo senza protezione, cioè senza hook pre-commit e senza un job CI che lanci il suo comando di lint, typecheck o test, è già di per sé un risultato. s1 Una violazione meccanica ottiene un controllo deterministico, punto. s1 I file di guida vanno usati incredibilmente di rado, di solito solo per puntatori di navigazione ad altri file. s1 Uno sviluppatore che usa un ciclo di lezioni in produzione arriva alla stessa scala: una regola che ricade diventa un test, una regola di lint o un hook. s6
Tieni CLAUDE.md piccolo. I docs puntano a meno di 200 righe per file CLAUDE.md, perché file più lunghi consumano più contesto e riducono l'aderenza. s4 Il loro test per ogni riga: toglierla farebbe sbagliare Claude? Se no, tagliala. s9 La modalità di fallimento del gonfiore, una regola ignorata che riceve una regola più forte e un file più lungo, è descritta da uno sviluppatore. s10
Chiudi il ciclo. I docs dicono di trattare CLAUDE.md come codice: rivederlo quando le cose vanno male, sfoltirlo regolarmente e verificare le modifiche osservando se il comportamento di Claude cambia davvero. s9 /doctor prompt-audit richiede Claude Code v2.1.283 o successivo, riporta i risultati con modifiche proposte e non cambia nulla finché non lo chiedi. s4 Funziona tramite la skill claude-api inclusa, quindi non è disponibile mentre quella skill è disattivata. s4 E una issue aperta descrive la retro che implementa le modifiche approvate e poi dimentica il commit. s23
Cosa abbiamo visto nel nostro run. La prima retro si è aperta con "This session was smooth", perché la sessione non aveva mai saputo di aver fallito. Solo dopo aver riportato il fallimento come argomento ha trovato la causa, un numero preso prima della validazione. I dettagli sono nelle misurazioni qui sotto.
Codice
Ogni file è quello reale del nostro run, o lo script che abbiamo usato per eseguirlo. Modifica i percorsi in base al tuo repo.
retro-checklist.md è la checklist della pagina come file: i sette gesti, la domanda di traccia parola per parola, i quattro carrier, il promemoria del commit e la trappola del percorso di prompt-audit.
retro-checklist.md
# The retro checklist
Run it after a session that went wrong, before you clear it, or later on the old session's log.
## The seven gestures
1. Install: `claude plugin marketplace update claude-plugins-official`, then `claude plugin install mattpocock-skills@claude-plugins-official --scope project`. Open a NEW session, type a slash, check that the retro command is listed.
2. Run your real task in a plain session. Let it finish. Keep the session open.
3. Run the retro in that session, then run it again with what failed written after it, as its argument. The retro reads the session log, and a session that never learned it failed will call itself smooth.
4. Trace every candidate. Type this, word for word:
> For each candidate, quote the moment of this session's transcript that backs it; drop any candidate you cannot trace to a specific moment.
Zero survivors is a valid retro. Weaker survivors are a judgement call: you decide.
5. Approve one survivor at a time, each into its carrier (below). One change per turn, read the diff after each.
6. Run the prompt audit WITH a path, apply its edits if any, then commit the files yourself. The retro proposes and edits, it does not commit.
7. Re-run the same task in a fresh session and watch what it reads first and whether the failure happens again.
## The four carriers
| What failed | Carrier | Example from our run |
| --- | --- | --- |
| A mechanical failure | A deterministic check: a pre-commit hook, a test, a lint rule, a CI job | `pre-commit.sh` (typecheck, then tests) and `numbering.test.ts` |
| A judgement call | One line in `CODING_STANDARDS.md`, read by the reviewer | `CODING_STANDARDS.md` |
| A navigation gap | A comment at the source, or one CLAUDE.md pointer if a comment cannot do it | A doc comment above `nextId` |
| Nothing the above can hold | Do not write a rule | Both retros declined a CLAUDE.md line |
## Traps
- Commit reminder: the retro can implement what you approve and then leave the files uncommitted. Stage the approved files and commit them yourself.
- A new hook checks the working tree, not the commit. If the tree still holds the bug, the hook refuses the commit. Fix the code first, then commit.
- A cherry-pick does not run the pre-commit hook.
- Prompt-audit path trap: `/doctor prompt-audit` with no path audited the user-level files under `~/.claude`, not the repo, and said nothing about the new files. Give it the path: `/doctor prompt-audit CODING_STANDARDS.md`.
- The retro has no dry-run mode. Try a proposed check against the repo before you let it block merges.
- Do not wire the retro to a session-end hook. Keep a human on the approval.
- Keep the transcript format out of your scripts: it is internal and changes between versions.
pre-commit.sh è l'hook che abbiamo approvato. Lancia il typecheck, poi i test, e blocca il commit se uno dei due fallisce. Salvalo come .githooks/pre-commit, rendilo eseguibile e lancia git config core.hooksPath .githooks.
pre-commit.sh
#!/bin/sh
set -e
pnpm typecheck
pnpm test
numbering.test.ts è il test vitest che abbiamo approvato. Blocca una sola regola: una richiesta di nota di credito rifiutata non brucia nessun numero.
numbering.test.ts
import { describe, expect, it } from "vitest";
import { seedCustomer, seedOpenInvoice, testApp } from "./helpers";
describe("credit note numbering", () => {
it("does not burn a number on a rejected request", async () => {
const app = testApp();
const customerId = await seedCustomer(app);
const id = await seedOpenInvoice(app, { customerId, unitPrice: 10_000 });
await app.handle("POST", `/invoices/${id}/pay`);
const url = `/invoices/${id}/credit-notes`;
const first = await app.handle("POST", url, { amount: 4_000 });
expect(first.body).toMatchObject({ number: "CN-0001" });
const rejected = await app.handle("POST", url, { amount: 6_001 });
expect(rejected.status).not.toBe(201);
const next = await app.handle("POST", url, { amount: 6_000 });
expect(next.status).toBe(201);
expect(next.body).toMatchObject({ number: "CN-0002" });
});
});
CODING_STANDARDS.md è l'unica riga di standard che abbiamo approvato, il file che legge un revisore.
CODING_STANDARDS.md
# Coding standards
- Take a sequence number (`nextId`) only once every validation has passed, so a rejected request leaves the sequence gapless.
retro-output.md è il testo completo di entrambi i passaggi della retro e di entrambe le risposte di traccia della nostra sessione.
retro-output.md
# Retro output, session A (cb5884fb-bd6f-4684-8866-d0adc12ac26e)
## 1. `/retro` (resumed headless, 2026-10-23 10:39:44, $0.0658, 17.5 s, 5 turns)
Prompt typed: `/retro` -> transcript records `<command-name>/mattpocock-skills:retro</command-name>`. Tool calls: Skill(mattpocock-skills:writing-for-agents), Bash(ls -a; ls .github; ls .git/hooks | grep -v sample; cat tsconfig.json), Bash(find .claude -type f; cat .claude/settings*.json).
Verbatim:
> This session was smooth. The pass came out clean on the first typecheck and test run, and I found no `AGENTS.md`/`CLAUDE.md` or `CODING_STANDARDS.md` to prune. The candidates below are in order of severity.
>
> **1. No guardrail runs the checks (automated checks)**
> - `package.json` already has `test` and `typecheck`, but nothing runs them: there's no `.github/` workflow and no pre-commit hook.
> - This session only stayed green because I ran both by hand. An agent, or a person, can commit a type error or a failing test.
> - **Fix:** add a CI job running `pnpm typecheck && pnpm test`, plus a pre-commit hook running the same. Neither needs prose.
>
> **2. The migration rule is the one convention that could be missed (automated checks)**
> - The README says "any change to the stored shape bumps `schemaVersion` and adds a migration".
> - I found it only because I read `README.md` while working out the design. If I'd skipped it, nothing would have failed. Adding a field to `StoreData` without a migration still typechecks.
> - **Fix:** a test that fails when someone changes the stored shape without bumping the version. For example, snapshot the output of `migrate({})` and assert the snapshot's `schemaVersion` equals `CURRENT_SCHEMA_VERSION`. This is a deterministic check, so it should replace the README sentence rather than add to it.
>
> **3. Adding a counter or store collection touches five places (navigation)**
> - Adding credit notes meant editing `types.ts`, `json-store.ts` (the `empty()` function), `migrations.ts` (the migration, plus the fallback defaults at the bottom of `migrate`), `context.ts`, and a new repo file.
> - The `{ customer: 0, invoice: 0, invoiceNumber: 0 }` literal is duplicated in `json-store.ts` and `migrations.ts`. I had to find both with `grep`.
> - **Fix:** have `migrate` build its defaults from one shared `emptyData()`. That removes a hidden dependency rather than documenting it. A pointer in a steering file would cost context on every turn and go stale, so I wouldn't write one.
>
> **4. Nothing for the reviewer to enforce (coding standards)**
> - There's no `CODING_STANDARDS.md`. The README's conventions are mostly mechanical: integer cents, domain functions that don't mutate their input, and which error type maps to which status.
> - A reviewer agent would have no judgement-call rules to apply. I wouldn't add any until a real review miss shows one is needed.
>
> **5. Tool economy and information access: nothing to change**
> - My one failed Bash call (a rejected heredoc) cost a retry, but that was my command and not the tooling.
> - I had everything I needed, since the tests call `createApp().handle` directly with no server or logs to tee.
>
> I'd start with 1 and 2. They're small, mechanical, and would catch the likeliest future mistake. Want me to add the CI workflow, the pre-commit hook and the schema-version test?
## 2. Trace step (same session, 10:40:33, $0.0322, 17.1 s, 1 turn)
Prompt: "For each candidate, quote the moment of this session's transcript that backs it; drop any candidate you cannot trace to a specific moment."
Verbatim:
> Two of the five candidates have no support in the transcript, and I got a detail wrong in a third. Here is each one against what actually happened.
>
> **1. No guardrail: kept**
> - The moment is my `ls -a; ls .github 2>/dev/null; ls .git/hooks | grep -v sample` command. The listing shows `.claude .git .gitignore data node_modules package.json … vitest.config.ts`. There is no `.github`, and the hooks `grep` printed nothing.
> - It isn't a mistake I made, since my own `pnpm typecheck` and `pnpm test` run came back clean. It's a repo-state finding: the checks exist as scripts and nothing runs them.
>
> **2. Migration rule has no check: dropped**
> - I can't point to a moment where I missed or nearly missed a migration. I read `migrations.ts` in my first big `cat`, before I'd seen the README. I would have found the migration step either way, so my claim that I found it only through the README was wrong.
> - "Nothing would have failed if I'd skipped it" is a hypothetical, not something that happened.
>
> **3. Five places to touch for a new collection: kept, but weaker than I said**
> - The moment is my batch of edits to `types.ts`, `json-store.ts`, `migrations.ts` and `context.ts`. Two of them changed the same literal, `{ customer: 0, invoice: 0, invoiceNumber: 0 }`, which now reads `…, creditNote: 0`. It appears in both `json-store.ts` and the fallback in `migrate`.
> - I said I "had to find both with `grep`". That's wrong. I never ran one, since the `grep` was in the command that was rejected. I already knew both locations from reading the files, and the edits went through without friction.
> - The duplicated literal is real but caused no trouble. I'd rate it low severity.
>
> **4. No `CODING_STANDARDS.md`: dropped**
> - The only moment is the `git ls-files` output showing the file doesn't exist. No review step happened in this session and no reviewer missed anything.
> - "I wouldn't add any until a real review miss shows one is needed" was my own opinion, not something the session showed.
>
> **5. Tool economy: dropped as a finding**
> - The moment is my first Bash call being rejected with `Contains brace with quote character (expansion obfuscation)`. It cost one retry, and I switched to Write and Edit.
> - It was a one-off, and I can't tell from the transcript whether the harness or my heredoc-in-Python approach was at fault. I don't think it justifies a change.
>
> That leaves candidate 1 as the only solid finding and candidate 3 as a minor one. For 1, I can add a CI workflow and a pre-commit hook that both run `pnpm typecheck && pnpm test`.
## 3. Second `/retro`, with the defect reported by the developer (same session, 10:41:10, $0.0491, 23.1 s, 1 turn, no tool call; it skipped the writing-for-agents reload)
Prompt: `/retro Finance tested this build after the session: they sent a credit note that was too big (rejected, fine), and the next valid credit note came out CN-0004 where CN-0002 was due. Rejected requests burn credit-note numbers. Don't fix the code; run the retro on this session with that failure in mind.`
Verbatim:
> I'm skipping the style-guide reload because it's already in this session. The cause is in my own code, and I traced each finding to a specific moment.
>
> **What happened**
> - In `issueCreditNote` (`src/http/handlers/invoices.ts`) I call `ctx.store.nextId("creditNote")` first and `createCreditNote(...)` second. `nextId` persists the counter immediately, and `createCreditNote` is what throws the 409 for an over-limit amount. So a rejected request still burns a number.
> - I copied the order from the existing `/issue` handler, which I had read. It does `const n = ctx.store.nextId("invoiceNumber"); const issued = issue(current, ...)`, and `issue()` throws if the invoice isn't a draft. So issuing a non-draft invoice probably burns an `INV-` number the same way. I haven't run that, only read it.
>
> **1. A test that would have caught it: I wrote the scenario and skipped the assertion (automated checks)**
> - The moment is the test I wrote: "rejects bad amounts (400) and amounts above what is left (409)".
> ```
> await app.handle("POST", ..., { amount: 8_000 });
> expect((await app.handle("POST", ..., { amount: 1_001 })).status).toBe(409);
> expect((await app.handle("POST", ..., { amount: 1_000 })).status).toBe(201);
> ```
> That is exactly Finance's sequence: accept, reject, accept. I only checked status codes, never the number on the last note, which comes out as `CN-0003`.
> - The "numbers credit notes sequentially" test only covers two successful requests in a row.
> - **Fix:** add a test that each numbered sequence (`INV-`, `CN-`) stays gapless after rejected requests. Run it over both sequences, which also exposes the `/issue` case.
> - **Rule:** when a test reaches a failure path, assert the state afterwards, not just the status code.
>
> **2. `nextId` looks pure but isn't (navigation)**
> - In `json-store.ts`, `nextId(kind)` runs `this.update(...)`, so every call writes to the counter and persists it. The `Store` type in `json-store.ts` has only the signature `nextId(kind: keyof Counters): number;`, with no comment about the side effect.
> - Nothing at the call site tells you to allocate only after validation. This is a gotcha no config reveals, so a short doc comment on `nextId` is worth its cost. Something like: "Consumes the number even if the caller then fails; call it only after validation."
> - Keep it as a comment on `nextId`, not a steering-file line. It matters only to someone calling `nextId`, and it can't go stale there.
>
> **3. The gapless-numbering convention isn't written down (coding standards)**
> - The README's "Conventions" list has cents, immutability, error-to-status mapping, and migrations. It says nothing about invoice or credit-note numbers being gapless, though the request ("numbered `CN-0001`, `CN-0002`...") implies it.
> - This is partly a judgement call: reviewers need to know that numbers are allocated after validation. One README line would do. Finding 1's test is the deterministic check; the README line explains why the test exists.
>
> **4. Missing CI, from the first retro: still real, but it wouldn't have helped here**
> - My own typecheck and tests passed, so a CI job would also have passed. I'm keeping it as a separate, unrelated finding, not as a cause of this failure.
>
> **5. My summary stated the rules but didn't test them**
> - I told you "Rules I chose" and flagged the two-update void risk, but never exercised a rejection followed by a success. The summary read as complete when that path was untested. This is a process gap, and finding 1 is the fix.
>
> I'd start with 1 and 2. I haven't touched the code, as you asked.
## 4. Trace step on the second retro (same session, 10:41:43, $0.0498, 33.4 s, 1 turn)
Prompt: same trace prompt as section 2.
Verbatim:
> I traced each candidate again. Two survive on firm evidence, two survive but with a gap I should state, and one is dropped.
>
> **1. Test asserts status but not the number: kept, firm**
> - The moment is the test I wrote in `test/credit-notes.test.ts`:
> ```
> await app.handle("POST", `/invoices/${id}/credit-notes`, { amount: 8_000 });
> expect((await app.handle("POST", `/invoices/${id}/credit-notes`, { amount: 1_001 })).status).toBe(409);
> expect((await app.handle("POST", `/invoices/${id}/credit-notes`, { amount: 1_000 })).status).toBe(201);
> ```
> That is accept, reject, accept, with only status codes checked. By my reading of the handler, the last note comes out as `CN-0003`. I derived that and haven't run it.
> - The adjacent test, "numbers credit notes sequentially…", covers two successes in a row and never a rejection.
> - The cause, which I only read and haven't run, is this in the handler I wrote:
> ```
> const id = ctx.store.nextId("creditNote");
> const note = createCreditNote(invoice, existing, amount, …
> ```
> That order matches the existing issue handler, which I read:
> ```
> const n = ctx.store.nextId("invoiceNumber");
> const issued = issue(current, `INV-…`, ctx.now());
> ```
> and `issue()` throws `ConflictError` for non-drafts. So the `INV-` sequence very likely has the same leak. I haven't run that either.
>
> **2. `nextId` has no warning about its side effect: kept, firm on the facts**
> - The moment is the `Store` type I read in `json-store.ts`. `update` has a comment ("Apply a change and persist it (when file-backed)."), while `nextId(kind: keyof Counters): number;` has none. Its implementation calls `this.update(...)`, so it persists immediately.
> - The `/issue` call site I copied has no comment either.
> - I can't show that a comment would have changed what I did, because I never weighed the ordering at all. I copied it. The comment is a bet on the next caller, not a proven fix.
>
> **3. Gapless numbering isn't written in the README: kept, weaker**
> - The moment is the `README.md` output I read before writing the handler. Its Conventions list covers cents, no mutation, error-to-status mapping and `schemaVersion`. It has no line about numbers.
> - So the agent doing the implementation, meaning me, read the conventions and found nothing on this.
> - I overstated one thing last turn. Your request said "numbered `CN-0001`, `CN-0002`...", and I said that implies gapless numbers. That was my inference, not your words. Finance has now confirmed it as a requirement, but nothing in the original request stated it.
>
> **4. No CI or pre-commit hook: kept, unrelated to this failure**
> - The moment is my `ls -a; ls .github 2>/dev/null; ls .git/hooks | grep -v sample` output, which showed no `.github` and no hooks.
> - It wouldn't have caught this. My own run ended `Tests 42 passed (42)`, and CI would have passed too.
>
> **5. "My summary stated rules without testing them": dropped**
> - I can quote the summary ("Rules I chose", plus the line about the void being two separate store updates). But it describes my behaviour, not a change to the environment, and finding 1 already covers the underlying gap. Keeping it would count one moment twice.
>
> The order of importance is 1, 2, then 3. Finding 4 stays on the list but belongs to a separate piece of work. I still haven't changed any code.
doctor-prompt-audit.md è l'esecuzione del prompt audit senza percorso, poi con un percorso. Mostra la trappola del percorso.
doctor-prompt-audit.md
# `/doctor prompt-audit` (no path) on the ledgerly copy, session 26612b59-9edd-493b-a397-fb54300fa037
# Prompt audit: Claude Code configuration for ledgerly
**Assumptions**
- **Target model:** Claude Sonnet 5.5, the model running this session. A skill that writes prompts for other models (`prompt-master`) is audited for its Claude-facing text only.
- **Scope:** only the Claude Code configuration that loads into this project, as you specified. I proposed no edits to plugin files.
- **Settings and secrets:** I did not read `.claude/settings.json`, `.mcp.json` or `~/.claude.json`.
- **Edits are not applied.** Every edit below touches `~/.claude/`, so it **affects all projects**.
- **Dependency not verified:** I could not verify that `~/.claude` is under git, so I used no `git blame`. No hunk below relies on history.
**Inventory**
- **Project files:** none. The project root has no `CLAUDE.md`, `CLAUDE.local.md`, `AGENTS.md` or `.claude/` instruction files. The ancestors `/path/to/work` and `/private/tmp` have none either.
- **Managed policy:** no managed-policy `CLAUDE.md` exists.
- **User level:**
- `~/.claude/CLAUDE.md`, which imports `~/.claude/RTK.md`.
- `~/.claude/rules/context7.md`.
- 27 skills under `~/.claude/skills/*/SKILL.md`.
- There are no `commands/`, `agents/` or `output-styles/` folders.
- **Plugins:** `caveman`, `marketing`, `cowork-plugin-management` and `gleam-reels` are installed. I did not audit them in depth, and they have no findings or edits.
- **Coverage gap:** I read `CLAUDE.md`, `RTK.md`, the rule, `context7-mcp`, most of `prompt-master`, the relevant parts of `graphify`, and the top of `agent-reach`. I covered the other skills (Cloudflare, HyperFrames, browser, media) with signal greps and frontmatter only. I did not read their `references/` subfiles.
- **Possible mismatch:** this session's skill list shows none of the `~/.claude/skills/*` entries. These files may not be loading in this project, so the skill findings may not affect it.
## Findings of the first run
The audit without a path found no project instruction files and went on to audit the user-level files under the home folder instead: six proposed edits and four flags, all about files outside this repository, none applied. That part is left out of this copy because it concerns one developer's personal configuration, not the project.
# Second run: `/doctor prompt-audit CODING_STANDARDS.md` (session 9b5f0cd5-1701-498e-8d05-0355c7f1ece6)
## Prompt audit: `CODING_STANDARDS.md`
**Assumptions**
- **Scope:** only `CODING_STANDARDS.md`, which the request names. The inventory found no `CLAUDE.md`, `AGENTS.md`, rule files, skills, commands or subagents in the repo. `.claude/settings.json` exists but I did not read it, per the audit rules.
- **Target model:** Claude Sonnet 5.5, the model running this audit. The file is read by the coding agent, not by application code.
- **Group 4 (request config and architecture):** not applicable. The file is an agent instruction file and has no request-building code.
**Result: the file is clean.** It has one line, so there is nothing to change and the proposed diff is empty.
**Inventory:** `CODING_STANDARDS.md` has one rule at line 3: "Take a sequence number (`nextId`) only once every validation has passed, so a rejected request leaves the sequence gapless."
**Checks**
| Group | Findings |
|---|---|
| 1 Dated prompt text | 0. The rule has no emphasis, hedging, scaffold or step list. It states a reason, so it is context the model can't know, not a prohibition without provenance. |
| 2 Brittle config files | 0. `git blame` puts the line in `adaa593`, the retro commit that followed the credit-note session. It encodes a failure that actually happened, not a one-off stumble. |
| 3 Tool descriptions | Not applicable. |
| 4 Request config and architecture | Not applicable. |
Group 2 also covers stale facts. `nextId` is still defined (`src/store/json-store.ts:11,52`) and the sequence kinds it names still exist. No other instruction file ranks on the same point, so there is no conflict.
**One thing outside the audit:** the rule is violated in the code. `src/http/handlers/invoices.ts:44` calls `ctx.store.nextId("invoiceNumber")` before `issue()` runs. `issue()` throws `ConflictError` for any non-draft invoice (`src/domain/invoice.ts:42-44`). Issuing an already-issued, paid or void invoice therefore consumes an invoice number and leaves a gap. The fix is to validate first, or to pass an allocator into `issue()` the way `createCreditNote` takes `allocate`. I didn't check `customers.ts:8` or `credit-note.ts`.
This is a code bug, not a prompt problem, and the rule is working as intended. Keep it, and consider an enforcing test: `test/numbering.test.ts` may only cover credit notes. I haven't edited anything.
doctor-prompt-audit.md on GitHub
run-session.sh lancia un turno headless di Claude Code in una configurazione isolata, solo di progetto, con una allow-list. Modifica la riga env con la tua.
run-session.sh
#!/usr/bin/env bash
# Usage: run-session.sh <workdir> <out.json> <prompt> [resume-session-id]
# One headless Claude Code turn with an isolated project-only setup and an allow-list.
set -uo pipefail
W="$1"; OUT="$2"; PROMPT="$3"; SID="${4:-}"
source ./env.sh # your own env: unset CLAUDE* variables, optionally CLAUDE_CODE_DISABLE_AUTO_MEMORY=1
ALLOWED="Read,Edit,Write,MultiEdit,Glob,Grep,Skill,TodoWrite,Task,Agent,Bash(node:*),Bash(npm:*),Bash(pnpm:*),Bash(npx vitest:*),Bash(npx tsc:*),Bash(tsc:*),Bash(git status:*),Bash(git diff:*),Bash(git log:*),Bash(git add:*),Bash(git commit:*),Bash(git checkout -b:*),Bash(ls:*),Bash(cat:*),Bash(mkdir:*),Bash(head:*),Bash(tail:*),Bash(grep:*),Bash(wc:*),Bash(gh:*)"
DIS="AskUserQuestion,EnterPlanMode,ExitPlanMode,EnterWorktree,ExitWorktree,WebFetch,WebSearch"
ARGS=(-p "$PROMPT")
[ -n "$SID" ] && ARGS+=(--resume "$SID")
cd "$W" || exit 1
T0=$(date +%s)
claude "${ARGS[@]}" --model claude-sonnet-5-5 --permission-mode acceptEdits --output-format json \
--allowedTools "$ALLOWED" --disallowedTools "$DIS" --setting-sources project --strict-mcp-config \
> "$OUT" 2> "$OUT.stderr" < /dev/null
RC=$?
echo "rc=$RC wall=$(( $(date +%s) - T0 ))s" | tee "$OUT.wall"
python3 -c "import json,sys;d=json.load(open(sys.argv[1]));print({k:d.get(k) for k in ('session_id','total_cost_usd','duration_ms','num_turns','is_error','subtype')})" "$OUT"
oracle.sh lancia il test nascosto della finanza, cinque requisiti verificati dall'esterno della sessione, su una copia di lavoro. Puntalo ai tuoi test nascosti.
oracle.sh
#!/usr/bin/env bash
# Usage: oracle.sh <workdir> <out.json> -- the hidden finance test for the credit-note task, run from OUTSIDE the work copy.
H=/path/to/hidden-tests
W="$1"; OUT="$2"
cd "$H" && env -u CLAUDECODE WORK="$W" BASE="$(git -C "$W" rev-list --max-parents=0 HEAD | head -1)" TASK=F2 \
"$H/node_modules/.bin/vitest" run --reporter=json --outputFile="$OUT" > "$OUT.log" 2>&1
python3 - "$OUT" <<'PY'
import json,sys
j=json.load(open(sys.argv[1]))
for tr in j["testResults"]:
for a in tr["assertionResults"]:
print(a["status"].upper(), a["title"]);
if a["status"]!="passed": print(" ", " ".join(a.get("failureMessages") or [])[:500].replace("\n"," | "))
PY
sessionA-F2.diff è il codice della sessione che ha rilasciato il bug, con la correzione.
sessionA-F2.diff
diff --git a/README.md b/README.md
index 890f13c..ae1e4f9 100644
--- a/README.md
+++ b/README.md
@@ -27,4 +27,8 @@ pnpm typecheck # tsc --noEmit
## Invoice lifecycle
-`draft` → (`issue`) → `open` → (`pay`) → `paid`; `draft`/`open` → (`void`) → `void`.
+`draft` → (`issue`) → `open` → (`pay`) → `paid`; `draft`/`open`/`paid` → (`void`) → `void`.
+
+Credit notes (`POST`/`GET /invoices/:id/credit-notes`, numbered `CN-0001`, ...) can be issued against
+`open` or `paid` invoices, up to the invoice total minus earlier credit notes. Open invoices' credits
+reduce the outstanding report. Voiding a paid invoice issues a credit note for whatever is left.
diff --git a/src/domain/credit-note.ts b/src/domain/credit-note.ts
new file mode 100644
index 0000000..9a48b40
--- /dev/null
+++ b/src/domain/credit-note.ts
@@ -0,0 +1,43 @@
+import { ConflictError, ValidationError } from "./errors";
+import { computeTotals, type Invoice } from "./invoice";
+import { assertCents, type Cents, type Currency, sum } from "./money";
+
+export type CreditNote = {
+ id: string;
+ /** CN-0001, ... */
+ number: string;
+ invoiceId: string;
+ currency: Currency;
+ /** cents, always positive */
+ amount: Cents;
+ createdAt: string;
+};
+
+export function parseCreditNoteAmount(body: unknown): Cents {
+ if (typeof body !== "object" || body === null) {
+ throw new ValidationError("body must be an object");
+ }
+ return assertCents((body as Record<string, unknown>).amount, "amount", { min: 1 });
+}
+
+/** What is still creditable on an invoice: its total minus the credit notes already issued. */
+export function remainingCredit(invoice: Invoice, notes: CreditNote[]): Cents {
+ return computeTotals(invoice).total - sum(notes.map((n) => n.amount));
+}
+
+export function createCreditNote(
+ invoice: Invoice,
+ existing: CreditNote[],
+ amount: Cents,
+ ids: { id: string; number: string },
+ now: Date,
+): CreditNote {
+ if (invoice.status !== "open" && invoice.status !== "paid") {
+ throw new ConflictError(`invoice ${invoice.id} is ${invoice.status}, only open or paid invoices can be credited`);
+ }
+ const remaining = remainingCredit(invoice, existing);
+ if (amount > remaining) {
+ throw new ConflictError(`credit note of ${amount} exceeds the ${remaining} still creditable on invoice ${invoice.id}`);
+ }
+ return { ...ids, invoiceId: invoice.id, currency: invoice.currency, amount, createdAt: now.toISOString() };
+}
diff --git a/src/domain/invoice.ts b/src/domain/invoice.ts
index 5b69fc9..1a3967b 100644
--- a/src/domain/invoice.ts
+++ b/src/domain/invoice.ts
@@ -52,8 +52,9 @@ export function markPaid(invoice: Invoice, now: Date): Invoice {
return { ...invoice, status: "paid", paidAt: now.toISOString() };
}
+/** Paid invoices can be voided too, but the caller must credit what is left on them first. */
export function voidInvoice(invoice: Invoice, now: Date): Invoice {
- if (invoice.status === "paid" || invoice.status === "void") {
+ if (invoice.status === "void") {
throw new ConflictError(`invoice ${invoice.id} is ${invoice.status} and cannot be voided`);
}
return { ...invoice, status: "void", voidedAt: now.toISOString() };
diff --git a/src/http/context.ts b/src/http/context.ts
index c0a89d3..38d7ffa 100644
--- a/src/http/context.ts
+++ b/src/http/context.ts
@@ -1,5 +1,6 @@
import type { Store } from "../store/json-store";
import { customerRepo } from "../store/customer-repo";
+import { creditNoteRepo } from "../store/credit-note-repo";
import { invoiceRepo } from "../store/invoice-repo";
export type AppContext = {
@@ -7,8 +8,9 @@ export type AppContext = {
now: () => Date;
customers: ReturnType<typeof customerRepo>;
invoices: ReturnType<typeof invoiceRepo>;
+ creditNotes: ReturnType<typeof creditNoteRepo>;
};
export function createContext(store: Store, now: () => Date = () => new Date()): AppContext {
- return { store, now, customers: customerRepo(store), invoices: invoiceRepo(store) };
+ return { store, now, customers: customerRepo(store), invoices: invoiceRepo(store), creditNotes: creditNoteRepo(store) };
}
diff --git a/src/http/handlers/invoices.ts b/src/http/handlers/invoices.ts
index 09959e1..17b3910 100644
--- a/src/http/handlers/invoices.ts
+++ b/src/http/handlers/invoices.ts
@@ -1,3 +1,4 @@
+import { type CreditNote, createCreditNote, parseCreditNoteAmount, remainingCredit } from "../../domain/credit-note";
import { ValidationError } from "../../domain/errors";
import { type Invoice, type InvoiceStatus, issue, markPaid, voidInvoice } from "../../domain/invoice";
import { parseNewInvoice } from "../../domain/validation";
@@ -51,8 +52,33 @@ export function invoiceRoutes(router: Router, ctx: AppContext): void {
return { status: 200, body: invoiceView(ctx.invoices.save(paid)) };
});
+ /** Voiding a paid invoice credits whatever is left on it, so the books stay balanced. */
router.on("POST", "/invoices/:id/void", ({ params }) => {
- const voided = voidInvoice(ctx.invoices.get(params.id), ctx.now());
+ const current = ctx.invoices.get(params.id);
+ const now = ctx.now();
+ const voided = voidInvoice(current, now);
+ if (current.status === "paid") {
+ const left = remainingCredit(current, ctx.creditNotes.listForInvoice(current.id));
+ if (left > 0) issueCreditNote(current, left);
+ }
return { status: 200, body: invoiceView(ctx.invoices.save(voided)) };
});
+
+ router.on("POST", "/invoices/:id/credit-notes", ({ params, body }) => {
+ const invoice = ctx.invoices.get(params.id);
+ const amount = parseCreditNoteAmount(body);
+ return { status: 201, body: issueCreditNote(invoice, amount) };
+ });
+
+ router.on("GET", "/invoices/:id/credit-notes", ({ params }) => {
+ const invoice = ctx.invoices.get(params.id);
+ return { status: 200, body: ctx.creditNotes.listForInvoice(invoice.id) };
+ });
+
+ function issueCreditNote(invoice: Invoice, amount: number): CreditNote {
+ const existing = ctx.creditNotes.listForInvoice(invoice.id);
+ const id = ctx.store.nextId("creditNote");
+ const note = createCreditNote(invoice, existing, amount, { id: `cn_${id}`, number: `CN-${String(id).padStart(4, "0")}` }, ctx.now());
+ return ctx.creditNotes.insert(note);
+ }
}
diff --git a/src/http/handlers/reports.ts b/src/http/handlers/reports.ts
index 19262c9..c84089a 100644
--- a/src/http/handlers/reports.ts
+++ b/src/http/handlers/reports.ts
@@ -1,4 +1,5 @@
-import { computeTotals, isOverdue } from "../../domain/invoice";
+import { remainingCredit } from "../../domain/credit-note";
+import { isOverdue } from "../../domain/invoice";
import type { Currency } from "../../domain/money";
import type { AppContext } from "../context";
import type { Router } from "../router";
@@ -11,8 +12,8 @@ export function reportRoutes(router: Router, ctx: AppContext): void {
let count = 0;
let overdue = 0;
for (const invoice of ctx.invoices.list({ status: "open" })) {
- const { total } = computeTotals(invoice);
- totals[invoice.currency] = (totals[invoice.currency] ?? 0) + total;
+ const owed = remainingCredit(invoice, ctx.creditNotes.listForInvoice(invoice.id));
+ totals[invoice.currency] = (totals[invoice.currency] ?? 0) + owed;
count += 1;
if (isOverdue(invoice, now)) overdue += 1;
}
diff --git a/src/store/credit-note-repo.ts b/src/store/credit-note-repo.ts
new file mode 100644
index 0000000..c922142
--- /dev/null
+++ b/src/store/credit-note-repo.ts
@@ -0,0 +1,14 @@
+import type { CreditNote } from "../domain/credit-note";
+import type { Store } from "./json-store";
+
+export function creditNoteRepo(store: Store) {
+ return {
+ listForInvoice(invoiceId: string): CreditNote[] {
+ return store.read().creditNotes.filter((n) => n.invoiceId === invoiceId);
+ },
+ insert(note: CreditNote): CreditNote {
+ store.update((d) => ({ ...d, creditNotes: [...d.creditNotes, note] }));
+ return note;
+ },
+ };
+}
diff --git a/src/store/json-store.ts b/src/store/json-store.ts
index b404c51..99205b7 100644
--- a/src/store/json-store.ts
+++ b/src/store/json-store.ts
@@ -13,9 +13,10 @@ export type Store = {
function empty(): StoreData {
return {
schemaVersion: CURRENT_SCHEMA_VERSION,
- counters: { customer: 0, invoice: 0, invoiceNumber: 0 },
+ counters: { customer: 0, invoice: 0, invoiceNumber: 0, creditNote: 0 },
customers: [],
invoices: [],
+ creditNotes: [],
};
}
diff --git a/src/store/migrations.ts b/src/store/migrations.ts
index c8b73a9..91d4f99 100644
--- a/src/store/migrations.ts
+++ b/src/store/migrations.ts
@@ -1,6 +1,6 @@
import type { StoreData } from "./types";
-export const CURRENT_SCHEMA_VERSION = 1;
+export const CURRENT_SCHEMA_VERSION = 2;
type RawData = Record<string, unknown> & { schemaVersion?: number };
type Migration = (data: RawData) => RawData;
@@ -21,9 +21,18 @@ const v0ToV1: Migration = (data) => {
};
};
+/** v1 -> v2: credit notes (a `creditNotes` list and a `creditNote` counter). */
+const v1ToV2: Migration = (data) => ({
+ ...data,
+ schemaVersion: 2,
+ counters: { creditNote: 0, ...(data.counters as Record<string, number> | undefined) },
+ creditNotes: (data.creditNotes as unknown[] | undefined) ?? [],
+});
+
/** migrations[n] upgrades a file from version n to n + 1. */
const migrations: Record<number, Migration> = {
0: v0ToV1,
+ 1: v1ToV2,
};
export function migrate(raw: unknown): StoreData {
@@ -43,8 +52,9 @@ export function migrate(raw: unknown): StoreData {
}
return {
schemaVersion: CURRENT_SCHEMA_VERSION,
- counters: (data.counters as StoreData["counters"]) ?? { customer: 0, invoice: 0, invoiceNumber: 0 },
+ counters: (data.counters as StoreData["counters"]) ?? { customer: 0, invoice: 0, invoiceNumber: 0, creditNote: 0 },
customers: (data.customers as StoreData["customers"]) ?? [],
invoices: (data.invoices as StoreData["invoices"]) ?? [],
+ creditNotes: (data.creditNotes as StoreData["creditNotes"]) ?? [],
};
}
diff --git a/src/store/types.ts b/src/store/types.ts
index 222b191..a9d7277 100644
--- a/src/store/types.ts
+++ b/src/store/types.ts
@@ -1,7 +1,8 @@
+import type { CreditNote } from "../domain/credit-note";
import type { Customer } from "../domain/customer";
import type { Invoice } from "../domain/invoice";
-export type Counters = { customer: number; invoice: number; invoiceNumber: number };
+export type Counters = { customer: number; invoice: number; invoiceNumber: number; creditNote: number };
/** The shape of the JSON file at CURRENT_SCHEMA_VERSION. */
export type StoreData = {
@@ -9,4 +10,5 @@ export type StoreData = {
counters: Counters;
customers: Customer[];
invoices: Invoice[];
+ creditNotes: CreditNote[];
};
diff --git a/test/credit-notes.test.ts b/test/credit-notes.test.ts
new file mode 100644
index 0000000..f841a3c
--- /dev/null
+++ b/test/credit-notes.test.ts
@@ -0,0 +1,94 @@
+import { describe, expect, it } from "vitest";
+import { openStore } from "../src/store/json-store";
+import { migrate } from "../src/store/migrations";
+import { seedCustomer, seedOpenInvoice, testApp } from "./helpers";
+
+async function setup(opts: { unitPrice?: number; discount?: number } = {}) {
+ const app = testApp();
+ const customerId = await seedCustomer(app);
+ const id = await seedOpenInvoice(app, { customerId, unitPrice: opts.unitPrice ?? 10_000, discount: opts.discount });
+ return { app, id };
+}
+
+describe("credit notes", () => {
+ it("numbers credit notes sequentially and lists them per invoice", async () => {
+ const { app, id } = await setup();
+ const first = await app.handle("POST", `/invoices/${id}/credit-notes`, { amount: 2_500 });
+ const second = await app.handle("POST", `/invoices/${id}/credit-notes`, { amount: 1_000 });
+ expect(first.status).toBe(201);
+ expect(first.body).toMatchObject({ number: "CN-0001", invoiceId: id, amount: 2_500, currency: "EUR" });
+ expect(second.body).toMatchObject({ number: "CN-0002" });
+ const list = await app.handle("GET", `/invoices/${id}/credit-notes`);
+ expect((list.body as { number: string }[]).map((n) => n.number)).toEqual(["CN-0001", "CN-0002"]);
+ });
+
+ it("rejects bad amounts (400) and amounts above what is left (409)", async () => {
+ const { app, id } = await setup({ discount: 1_000 });
+ for (const amount of [0, -5, 1.5, "10", undefined]) {
+ expect((await app.handle("POST", `/invoices/${id}/credit-notes`, { amount })).status).toBe(400);
+ }
+ await app.handle("POST", `/invoices/${id}/credit-notes`, { amount: 8_000 });
+ expect((await app.handle("POST", `/invoices/${id}/credit-notes`, { amount: 1_001 })).status).toBe(409);
+ expect((await app.handle("POST", `/invoices/${id}/credit-notes`, { amount: 1_000 })).status).toBe(201);
+ });
+
+ it("refuses drafts and unknown invoices", async () => {
+ const app = testApp();
+ const customerId = await seedCustomer(app);
+ const draft = await app.handle("POST", "/invoices", {
+ customerId,
+ currency: "EUR",
+ lines: [{ description: "x", quantity: 1, unitPrice: 100 }],
+ });
+ const id = (draft.body as { id: string }).id;
+ expect((await app.handle("POST", `/invoices/${id}/credit-notes`, { amount: 10 })).status).toBe(409);
+ expect((await app.handle("GET", "/invoices/inv_999/credit-notes")).status).toBe(404);
+ });
+
+ it("reduces the outstanding report for open invoices", async () => {
+ const { app, id } = await setup();
+ await app.handle("POST", `/invoices/${id}/credit-notes`, { amount: 4_000 });
+ const report = await app.handle("GET", "/reports/outstanding");
+ expect(report.body).toMatchObject({ totals: { EUR: 6_000 }, count: 1 });
+ });
+
+ it("voids a paid invoice by crediting what is left", async () => {
+ const { app, id } = await setup();
+ await app.handle("POST", `/invoices/${id}/pay`);
+ await app.handle("POST", `/invoices/${id}/credit-notes`, { amount: 3_000 });
+ const res = await app.handle("POST", `/invoices/${id}/void`);
+ expect(res.status).toBe(200);
+ expect(res.body).toMatchObject({ status: "void" });
+ const notes = (await app.handle("GET", `/invoices/${id}/credit-notes`)).body as { amount: number }[];
+ expect(notes.map((n) => n.amount)).toEqual([3_000, 7_000]);
+ });
+
+ it("voids a fully credited paid invoice without another note", async () => {
+ const { app, id } = await setup();
+ await app.handle("POST", `/invoices/${id}/pay`);
+ await app.handle("POST", `/invoices/${id}/credit-notes`, { amount: 10_000 });
+ expect((await app.handle("POST", `/invoices/${id}/void`)).status).toBe(200);
+ const notes = (await app.handle("GET", `/invoices/${id}/credit-notes`)).body as unknown[];
+ expect(notes).toHaveLength(1);
+ });
+
+ it("refuses credit notes on void invoices and double voids", async () => {
+ const { app, id } = await setup();
+ await app.handle("POST", `/invoices/${id}/pay`);
+ await app.handle("POST", `/invoices/${id}/void`);
+ expect((await app.handle("POST", `/invoices/${id}/credit-notes`, { amount: 1 })).status).toBe(409);
+ expect((await app.handle("POST", `/invoices/${id}/void`)).status).toBe(409);
+ });
+
+ it("migrates a v1 file by adding the credit note list and counter", () => {
+ const data = migrate({
+ schemaVersion: 1,
+ counters: { customer: 1, invoice: 1, invoiceNumber: 1 },
+ customers: [],
+ invoices: [],
+ });
+ expect(data.creditNotes).toEqual([]);
+ expect(data.counters).toEqual({ customer: 1, invoice: 1, invoiceNumber: 1, creditNote: 0 });
+ expect(openStore().nextId("creditNote")).toBe(1);
+ });
+});
diff --git a/test/invoice.test.ts b/test/invoice.test.ts
index 85202f2..4ad9677 100644
--- a/test/invoice.test.ts
+++ b/test/invoice.test.ts
@@ -53,9 +53,10 @@ describe("invoice domain", () => {
expect(() => markPaid(draft({ status: "void" }), NOW)).toThrow(ConflictError);
});
- it("voids drafts and open invoices, never paid ones", () => {
+ it("voids drafts, open and paid invoices, never void ones", () => {
expect(voidInvoice(draft(), NOW).status).toBe("void");
- expect(() => voidInvoice(draft({ status: "paid" }), NOW)).toThrow(ConflictError);
+ expect(voidInvoice(draft({ status: "paid" }), NOW).status).toBe("void");
+ expect(() => voidInvoice(draft({ status: "void" }), NOW)).toThrow(ConflictError);
});
it("knows when an open invoice is overdue", () => {
sessionB-F2.diff è il codice della sessione nuova che ha rilanciato la stessa richiesta.
sessionB-F2.diff
diff --git a/README.md b/README.md
index 890f13c..3aa7a58 100644
--- a/README.md
+++ b/README.md
@@ -28,3 +28,5 @@ pnpm typecheck # tsc --noEmit
## Invoice lifecycle
`draft` → (`issue`) → `open` → (`pay`) → `paid`; `draft`/`open` → (`void`) → `void`.
+A `paid` invoice is voided by crediting whatever is left on it (credit notes `CN-0001`, ..., via
+`POST /invoices/:id/credit-notes` `{ "amount": cents }`; list with `GET`), then it becomes `void`.
diff --git a/src/domain/credit-note.ts b/src/domain/credit-note.ts
new file mode 100644
index 0000000..e2047c3
--- /dev/null
+++ b/src/domain/credit-note.ts
@@ -0,0 +1,39 @@
+import { ConflictError, ValidationError } from "./errors";
+import { computeTotals, type Invoice } from "./invoice";
+import { assertCents, type Cents, type Currency, sum } from "./money";
+
+export type CreditNote = {
+ id: string;
+ /** CN-0001, CN-0002, ... */
+ number: string;
+ invoiceId: string;
+ currency: Currency;
+ /** cents, always > 0 */
+ amount: Cents;
+ createdAt: string;
+};
+
+/** What can still be credited on an invoice: its total minus the credit notes already issued. */
+export function remainingCredit(invoice: Invoice, notes: CreditNote[]): Cents {
+ return computeTotals(invoice).total - sum(notes.map((n) => n.amount));
+}
+
+/** Checks a credit-note request against the invoice and returns the amount. Throws before any number is taken. */
+export function parseCreditAmount(body: unknown, invoice: Invoice, notes: CreditNote[]): Cents {
+ if (typeof body !== "object" || body === null) {
+ throw new ValidationError("body must be an object");
+ }
+ const amount = assertCents((body as Record<string, unknown>).amount, "amount", { min: 1 });
+ if (invoice.status !== "paid") {
+ throw new ConflictError(`invoice ${invoice.id} is ${invoice.status}, only paid invoices can be credited`);
+ }
+ const remaining = remainingCredit(invoice, notes);
+ if (amount > remaining) {
+ throw new ConflictError(`amount ${amount} exceeds the ${remaining} left to credit on invoice ${invoice.id}`);
+ }
+ return amount;
+}
+
+export function creditNumber(n: number): string {
+ return `CN-${String(n).padStart(4, "0")}`;
+}
diff --git a/src/domain/invoice.ts b/src/domain/invoice.ts
index 5b69fc9..60be8ac 100644
--- a/src/domain/invoice.ts
+++ b/src/domain/invoice.ts
@@ -52,8 +52,9 @@ export function markPaid(invoice: Invoice, now: Date): Invoice {
return { ...invoice, status: "paid", paidAt: now.toISOString() };
}
-export function voidInvoice(invoice: Invoice, now: Date): Invoice {
- if (invoice.status === "paid" || invoice.status === "void") {
+/** A paid invoice can be voided only once it is fully credited (`fullyCredited`). */
+export function voidInvoice(invoice: Invoice, now: Date, opts: { fullyCredited?: boolean } = {}): Invoice {
+ if ((invoice.status === "paid" && !opts.fullyCredited) || invoice.status === "void") {
throw new ConflictError(`invoice ${invoice.id} is ${invoice.status} and cannot be voided`);
}
return { ...invoice, status: "void", voidedAt: now.toISOString() };
diff --git a/src/http/context.ts b/src/http/context.ts
index c0a89d3..4b26d92 100644
--- a/src/http/context.ts
+++ b/src/http/context.ts
@@ -1,4 +1,5 @@
import type { Store } from "../store/json-store";
+import { creditNoteRepo } from "../store/credit-note-repo";
import { customerRepo } from "../store/customer-repo";
import { invoiceRepo } from "../store/invoice-repo";
@@ -7,8 +8,15 @@ export type AppContext = {
now: () => Date;
customers: ReturnType<typeof customerRepo>;
invoices: ReturnType<typeof invoiceRepo>;
+ creditNotes: ReturnType<typeof creditNoteRepo>;
};
export function createContext(store: Store, now: () => Date = () => new Date()): AppContext {
- return { store, now, customers: customerRepo(store), invoices: invoiceRepo(store) };
+ return {
+ store,
+ now,
+ customers: customerRepo(store),
+ invoices: invoiceRepo(store),
+ creditNotes: creditNoteRepo(store),
+ };
}
diff --git a/src/http/handlers/invoices.ts b/src/http/handlers/invoices.ts
index 09959e1..d393c34 100644
--- a/src/http/handlers/invoices.ts
+++ b/src/http/handlers/invoices.ts
@@ -1,3 +1,4 @@
+import { type CreditNote, creditNumber, parseCreditAmount, remainingCredit } from "../../domain/credit-note";
import { ValidationError } from "../../domain/errors";
import { type Invoice, type InvoiceStatus, issue, markPaid, voidInvoice } from "../../domain/invoice";
import { parseNewInvoice } from "../../domain/validation";
@@ -51,8 +52,39 @@ export function invoiceRoutes(router: Router, ctx: AppContext): void {
return { status: 200, body: invoiceView(ctx.invoices.save(paid)) };
});
+ router.on("POST", "/invoices/:id/credit-notes", ({ params, body }) => {
+ const invoice = ctx.invoices.get(params.id);
+ const amount = parseCreditAmount(body, invoice, ctx.creditNotes.listForInvoice(invoice.id));
+ return { status: 201, body: ctx.creditNotes.insert(newCreditNote(ctx, invoice, amount)) };
+ });
+
+ router.on("GET", "/invoices/:id/credit-notes", ({ params }) => {
+ const invoice = ctx.invoices.get(params.id);
+ return { status: 200, body: ctx.creditNotes.listForInvoice(invoice.id) };
+ });
+
router.on("POST", "/invoices/:id/void", ({ params }) => {
- const voided = voidInvoice(ctx.invoices.get(params.id), ctx.now());
+ const current = ctx.invoices.get(params.id);
+ if (current.status !== "paid") {
+ return { status: 200, body: invoiceView(ctx.invoices.save(voidInvoice(current, ctx.now()))) };
+ }
+ // Paid invoice: credit whatever is left, then void it.
+ const left = remainingCredit(current, ctx.creditNotes.listForInvoice(current.id));
+ if (left > 0) ctx.creditNotes.insert(newCreditNote(ctx, current, left));
+ const voided = voidInvoice(current, ctx.now(), { fullyCredited: true });
return { status: 200, body: invoiceView(ctx.invoices.save(voided)) };
});
}
+
+/** Takes the next number: call only once the amount has been validated. */
+function newCreditNote(ctx: AppContext, invoice: Invoice, amount: number): CreditNote {
+ const n = ctx.store.nextId("creditNote");
+ return {
+ id: `cn_${n}`,
+ number: creditNumber(n),
+ invoiceId: invoice.id,
+ currency: invoice.currency,
+ amount,
+ createdAt: ctx.now().toISOString(),
+ };
+}
diff --git a/src/store/credit-note-repo.ts b/src/store/credit-note-repo.ts
new file mode 100644
index 0000000..c922142
--- /dev/null
+++ b/src/store/credit-note-repo.ts
@@ -0,0 +1,14 @@
+import type { CreditNote } from "../domain/credit-note";
+import type { Store } from "./json-store";
+
+export function creditNoteRepo(store: Store) {
+ return {
+ listForInvoice(invoiceId: string): CreditNote[] {
+ return store.read().creditNotes.filter((n) => n.invoiceId === invoiceId);
+ },
+ insert(note: CreditNote): CreditNote {
+ store.update((d) => ({ ...d, creditNotes: [...d.creditNotes, note] }));
+ return note;
+ },
+ };
+}
diff --git a/src/store/json-store.ts b/src/store/json-store.ts
index e1daef5..03df910 100644
--- a/src/store/json-store.ts
+++ b/src/store/json-store.ts
@@ -14,9 +14,10 @@ export type Store = {
function empty(): StoreData {
return {
schemaVersion: CURRENT_SCHEMA_VERSION,
- counters: { customer: 0, invoice: 0, invoiceNumber: 0 },
+ counters: { customer: 0, invoice: 0, invoiceNumber: 0, creditNote: 0 },
customers: [],
invoices: [],
+ creditNotes: [],
};
}
diff --git a/src/store/migrations.ts b/src/store/migrations.ts
index c8b73a9..e8545db 100644
--- a/src/store/migrations.ts
+++ b/src/store/migrations.ts
@@ -1,6 +1,6 @@
import type { StoreData } from "./types";
-export const CURRENT_SCHEMA_VERSION = 1;
+export const CURRENT_SCHEMA_VERSION = 2;
type RawData = Record<string, unknown> & { schemaVersion?: number };
type Migration = (data: RawData) => RawData;
@@ -21,9 +21,18 @@ const v0ToV1: Migration = (data) => {
};
};
+/** v1 -> v2: credit notes (`creditNotes` list and `counters.creditNote`). */
+const v1ToV2: Migration = (data) => ({
+ ...data,
+ schemaVersion: 2,
+ counters: { ...(data.counters as object), creditNote: 0 },
+ creditNotes: [],
+});
+
/** migrations[n] upgrades a file from version n to n + 1. */
const migrations: Record<number, Migration> = {
0: v0ToV1,
+ 1: v1ToV2,
};
export function migrate(raw: unknown): StoreData {
@@ -43,8 +52,9 @@ export function migrate(raw: unknown): StoreData {
}
return {
schemaVersion: CURRENT_SCHEMA_VERSION,
- counters: (data.counters as StoreData["counters"]) ?? { customer: 0, invoice: 0, invoiceNumber: 0 },
+ counters: (data.counters as StoreData["counters"]) ?? { customer: 0, invoice: 0, invoiceNumber: 0, creditNote: 0 },
customers: (data.customers as StoreData["customers"]) ?? [],
invoices: (data.invoices as StoreData["invoices"]) ?? [],
+ creditNotes: (data.creditNotes as StoreData["creditNotes"]) ?? [],
};
}
diff --git a/src/store/types.ts b/src/store/types.ts
index 222b191..a9d7277 100644
--- a/src/store/types.ts
+++ b/src/store/types.ts
@@ -1,7 +1,8 @@
+import type { CreditNote } from "../domain/credit-note";
import type { Customer } from "../domain/customer";
import type { Invoice } from "../domain/invoice";
-export type Counters = { customer: number; invoice: number; invoiceNumber: number };
+export type Counters = { customer: number; invoice: number; invoiceNumber: number; creditNote: number };
/** The shape of the JSON file at CURRENT_SCHEMA_VERSION. */
export type StoreData = {
@@ -9,4 +10,5 @@ export type StoreData = {
counters: Counters;
customers: Customer[];
invoices: Invoice[];
+ creditNotes: CreditNote[];
};
diff --git a/test/invoice.test.ts b/test/invoice.test.ts
index 85202f2..97ef4d9 100644
--- a/test/invoice.test.ts
+++ b/test/invoice.test.ts
@@ -53,9 +53,10 @@ describe("invoice domain", () => {
expect(() => markPaid(draft({ status: "void" }), NOW)).toThrow(ConflictError);
});
- it("voids drafts and open invoices, never paid ones", () => {
+ it("voids drafts and open invoices, paid ones only when fully credited", () => {
expect(voidInvoice(draft(), NOW).status).toBe("void");
expect(() => voidInvoice(draft({ status: "paid" }), NOW)).toThrow(ConflictError);
+ expect(voidInvoice(draft({ status: "paid" }), NOW, { fullyCredited: true }).status).toBe("void");
});
it("knows when an open invoice is overdue", () => {
diff --git a/test/numbering.test.ts b/test/numbering.test.ts
index a97d189..1fa4dd8 100644
--- a/test/numbering.test.ts
+++ b/test/numbering.test.ts
@@ -20,3 +20,34 @@ describe("credit note numbering", () => {
expect(next.body).toMatchObject({ number: "CN-0002" });
});
});
+
+describe("credit notes and voiding", () => {
+ it("lists credit notes and voids a paid invoice by crediting the rest", async () => {
+ const app = testApp();
+ const customerId = await seedCustomer(app);
+ const id = await seedOpenInvoice(app, { customerId, unitPrice: 10_000 });
+ await app.handle("POST", `/invoices/${id}/pay`);
+ await app.handle("POST", `/invoices/${id}/credit-notes`, { amount: 2_500 });
+
+ const voided = await app.handle("POST", `/invoices/${id}/void`);
+ expect(voided.status).toBe(200);
+ expect(voided.body).toMatchObject({ status: "void" });
+
+ const list = await app.handle("GET", `/invoices/${id}/credit-notes`);
+ expect((list.body as { number: string; amount: number }[]).map((n) => [n.number, n.amount])).toEqual([
+ ["CN-0001", 2_500],
+ ["CN-0002", 7_500],
+ ]);
+ });
+
+ it("rejects bad amounts and unpaid invoices", async () => {
+ const app = testApp();
+ const customerId = await seedCustomer(app);
+ const id = await seedOpenInvoice(app, { customerId });
+ const url = `/invoices/${id}/credit-notes`;
+ expect((await app.handle("POST", url, { amount: 100 })).status).toBe(409);
+ await app.handle("POST", `/invoices/${id}/pay`);
+ expect((await app.handle("POST", url, { amount: 0 })).status).toBe(400);
+ expect((await app.handle("POST", url, {})).status).toBe(400);
+ });
+});
diff --git a/test/store.test.ts b/test/store.test.ts
index a1bf345..82cc59f 100644
--- a/test/store.test.ts
+++ b/test/store.test.ts
@@ -31,7 +31,7 @@ describe("store", () => {
writeFileSync(
file,
JSON.stringify({
- counters: { customer: 1, invoice: 1, invoiceNumber: 0 },
+ counters: { customer: 1, invoice: 1, invoiceNumber: 0, creditNote: 0 },
customers: [{ id: "cus_1", name: "Acme", email: "a@acme.io", createdAt: "2025-01-01T00:00:00.000Z" }],
invoices: [{ id: "inv_1", customer: { id: "cus_1", name: "Acme" }, status: "draft" }],
}),
Da fare lunedì
- Aggiorna il marketplace ufficiale, installa il pack di skill a livello di progetto e controlla che il comando retro compaia in una nuova sessione.
- Lancia il tuo task vero in una sessione normale. Lascialo finire e tieni aperta la sessione.
- Lancia la retro in quella sessione, poi rilanciala con il fallimento che hai trovato scritto dopo.
- Fai la domanda di traccia: "For each candidate, quote the moment of this session's transcript that backs it; drop any candidate you cannot trace to a specific moment."
- Approva i sopravvissuti uno alla volta nel loro carrier: un controllo per un errore meccanico, una riga di standard per una scelta di giudizio, un commento alla fonte per un buco di navigazione.
- Lancia
/doctor prompt-auditcon un percorso ai file che hai toccato, applica le sue modifiche, poi fai tu il commit dei file. - Rilancia lo stesso task in una sessione nuova e guarda il fallimento non ripetersi.
Misurazioni
Sono piccoli run su una API di fatturazione inventata (Node e TypeScript, TypeScript, vitest) con Claude Code 2.1.294. Sono una dimostrazione, non un benchmark. Il test nascosto della finanza è fatto di cinque controlli scritti prima del run.
| Passaggio | Risultato |
|---|---|
| Task note di credito, tentativo 1 | Pulito: 40 passati, test nascosto della finanza 5/5 (scartato, non è la sessione col difetto) |
| Task note di credito, tentativo 2 | 42 passati, typecheck exit 0, test nascosto della finanza 4/5. Ottenuto CN-0004 dove era dovuto CN-0002 |
| Prima retro, nessun fallimento riportato | 5 voci classificate, aperta con "This session was smooth" |
| Traccia sulla prima retro | 2 sopravvissuti, 3 scartati |
| Seconda retro, fallimento riportato | 5 candidati |
| Traccia sulla seconda retro | 4 sopravvissuti, 1 scartato |
| Approvato a mano | 4 modifiche: hook, test, riga di standard, commento alla fonte. Nessuna riga in CLAUDE.md |
| Primo tentativo di commit | L'hook l'ha bloccato: 1 fallito, 42 passati (43). L'albero conteneva ancora il codice con il bug |
| Dopo la correzione di una riga | Suite 43/43, test nascosto della finanza 5/5, i commit sono passati |
| Sessione nuova B, stessa richiesta | 37 passati, typecheck exit 0, test nascosto della finanza 5/5, numeri senza buchi dopo una richiesta rifiutata |
Leggi questi dati con cautela:
- Delle due esecuzioni normali che abbiamo fatto su questo task, una ha rilasciato il bug prima della retro. Dopo la retro abbiamo una sola riesecuzione, quindi è n=1.
- La sessione B ha letto il file di standard, l'hook e il test di numerazione rosso prima di scrivere codice. Le era stata data la lezione. Il suo successo mostra il ciclo che funziona come progettato, non una replica indipendente.
- La retro non ha mai trovato il bug da sola. Il suo primo passaggio ha trovato una protezione mancante che, con le sue parole, non avrebbe intercettato questo bug.
- Il nuovo hook controlla l'albero di lavoro. Un
git cherry-pickdel commit della retro sulla base non l'ha fatto partire. - Senza un percorso, il prompt audit ha letto i file a livello utente e non ha detto nulla su quelli nuovi. Con il percorso del file di standard ha risposto che il file era pulito.
- La vecchia route di emissione fatture in quel repo perde numeri allo stesso modo. L'abbiamo lasciata, è fuori dallo scopo di questa sessione.
Per approfondire
Leggi chi usa davvero un ciclo di lezioni. Uno sviluppatore reinietta all'avvio della sessione un file di lezioni datato e trasforma una regola che continua a ricadere in un test, una regola di lint o un hook, tenendo CLAUDE.md come un breve router. s6
Leggi le issue prima di fare affidamento sulla retro. La issue 1173 è il caso per il passaggio di traccia. s7 La issue 1311 è il commit dimenticato. s23 La issue 1158 è il comando mancante nel marketplace ufficiale. s24
Impara dove stanno i log e quanto durano. La pagina delle sessioni copre il percorso della trascrizione, la ripresa tramite percorso e la pulizia dopo 30 giorni. s8
L'auto memory è l'alternativa automatica. L'abbiamo lasciata fuori. Lo sfogo di un autore sostiene che scrive in silenzio, non è versionata e tiene banalità accanto a regole durevoli, ed è per questo che teniamo un umano ad approvare ogni riga. s11 Prendila come un'opinione, e provala sulla tua configurazione.
/insights è il compagno settimanale. Costruisce un report HTML su fino a 200 sessioni con punti di attrito e suggerimenti. s14 Un resoconto sul campo ha trasformato 64 sessioni in 5 righe di CLAUDE.md, 2 skill e hook. s12 Qui non l'abbiamo lanciato.
Il ciclo di Anthropic è manuale. Il suo post sull'harness descrive la messa a punto leggendo i log del valutatore, trovando dove il suo giudizio divergeva e aggiornando il prompt. s13 Non abbiamo trovato alcun comando o post ufficiale sulla retro nella prima pagina dell'indice engineering. s27
Perché non l'abbiamo automatizzata. Un trigger a fine sessione sarebbe codice di colla scritto da noi e non testato. Gli hook di fine sessione non possono bloccare la chiusura e hanno un timeout predefinito di 1,5 secondi, e la skill retro si invoca solo a mano. s5 s1 I docs della retro dicono che si limita a proporre e che nulla cambia finché non scegli un candidato. s2 Abbiamo tenuto l'umano nel ciclo.
Cosa abbiamo lasciato fuori dallo scopo. Lo stesso bug di ordinamento esiste nella vecchia route di emissione fatture di quel repo, e una retro su di essa sarebbe un run a parte. Non abbiamo nemmeno aggiunto un job CI, perché la nostra copia non aveva un remote e un workflow non sarebbe mai partito.
FAQ
Perché la retro ha detto che la mia sessione era liscia? Legge il log di sessione, e la sessione non aveva mai saputo di aver fallito: i suoi test e il typecheck erano verdi. Rilanciala con ciò che è fallito scritto dopo il comando, come argomento.
La retro modifica i miei file? Si limita a proporre. Nulla cambia finché non scegli un candidato. s2 Una volta approvato, le modifiche possono essere implementate ma non committate, quindi fai tu il commit. s23
Posso lanciarla su una sessione che ho già cancellato?
Sì, se il log è ancora sul disco. Le trascrizioni stanno sotto ~/.claude/projects/ e di default vengono pulite dopo 30 giorni, e claude --resume <transcript-path> ne apre una. s8
Perché il mio nuovo hook ha bloccato il commit? Lancia typecheck e test sull'albero di lavoro. Se l'albero contiene ancora il bug che il test ora intercetta, il commit viene rifiutato. Correggi prima il codice, poi fai il commit.
Perché nessuna riga in CLAUDE.md? Entrambi i passaggi della nostra retro l'hanno rifiutata, dicendo che un puntatore costerebbe contesto a ogni turno e diventerebbe obsoleto. I docs puntano a meno di 200 righe e dicono che CLAUDE.md è contesto, non configurazione imposta. s4
AIDive