TL;DR と結論
Claude Codeがルールを無視すると、反射的にCLAUDE.mdの一行を強く書き直したくなります。ドキュメントによれば、それが効かない理由はこうです。Claudeはこれらのファイルを強制される設定ではなくcontextとして扱い、アクションをブロックしたいならhookを使います。s4 retroのループは逆を行きます。行を減らし、無視できないチェックを置くのです。
うちの実行では、1つのClaude Codeセッションが小さな請求書APIにクレジットノート機能を作り、自前のテストが緑のまま採番のバグを出荷しました。そのセッションに対し、何が失敗したかを伝えてretroを走らせると、防げたはずのものが提案されました。承認した変更は手で4つです。pre-commit hook、テスト、標準ファイルの1行、そして根っこへのコメント1つ。同じ依頼を新しいセッションに渡すと、番号は欠番なしで出荷されました。
結論です。
- retroを走らせるのは、うまくいかなかったセッションのあとで、クリアする前か、古いセッションのログに対してです。
- 自動操縦では走らせないでください。retroは提案するだけで、あなたが候補を選ぶまで何も変わりません。s2
- すべての候補をトランスクリプトの場面までトレースし、たどれないものは捨てます。
- 生き残った候補は、それぞれ正しい置き場に振り分けます。機械的な失敗にはチェック、判断にはstandardsの1行、ナビゲーションの穴にはソースへのコメントです。
- 追加したチェックは、これから保守するコードです。retroは先月提案したチェックを監査しません。s2
下のパックには、うちの実行で使ったチェックリスト、hookスクリプト、採番テストが入っています。
ソースに基づく整理
retroとは何か。 Matt Pocockのコレクションに入っているskillです。ユーザーが呼び出したときだけ動き(disable-model-invocation: true)、Navigation、Automated checks、Coding standards、Global AGENTS.md、Tool economy、No-ops、Information accessの7つのカテゴリで候補を探します。s1 最後のステップは、候補を重大度順に提示するだけです。s1 v1.3.0でClaude Codeのプラグインに組み込まれました。s22
インストール方法。 インストールのコマンドはclaude plugin install mattpocock-skills@claude-plugins-officialです。s25 落とし穴が1つあります。公式マーケットプレイスからインストールするとretroコマンドが見つからない、というissueが報告されました。s24 マーケットプレイスのエントリは、今は新しいコミットに固定されています。s26 うちのマシンではローカルのマーケットプレイスがまだ古い固定のままだったので、先にマーケットプレイスを更新し、次にインストールして、新しいセッションでコマンドを確認しました。
コードではなくログを読む理由。 Claude Codeはトランスクリプトを~/.claude/projects/<project>/<session-id>.jsonlにJSONLで保存し、claude --resume <transcript-path>でそのファイルからセッションを再開できます。s8 この形式は内部用でバージョン間で変わるので、これに頼ったスクリプトは作らないでください。s8 保持期間は30日で、cleanupPeriodDaysで変更できます。s8
トレースするまで、retroはノイズが多い。 ドキュメントは、特定の場面にたどれない候補は捨てるよう言っています。s2 また、モデルはセッション中盤の苦労を忘れがちで、カテゴリを満たすために一般的なアドバイスをでっち上げる、とも警告しています。s2 開いているissueは、12のセッションにわたる17回のretro実行のうち15回で、ユーザーがその候補が本当に必要だった証拠をエージェントに求めたと数え、生き残りゼロも完了したretroとして数えるよう求めています。s7
生き残りを振り分ける。 ガードレールのないリポジトリ、つまりpre-commit hookも、lint、型チェック、テストのコマンドを走らせるCIジョブもないリポジトリは、それ自体が指摘事項です。s1 機械的な違反には、決定的なチェックを置くだけです。s1 steeringファイルはincredibly sparinglyに、たいていはほかのファイルへのナビゲーション用ポインタにだけ使うべきです。s1 本番でlessons loopを回している開発者も同じ梯子にたどり着いています。ルールが何度も破られるなら、テスト、lintルール、hookにするのです。s6
CLAUDE.mdは小さく保つ。 ドキュメントはCLAUDE.mdファイル1つあたり200行未満を目標にしています。長いファイルはcontextを多く消費し、遵守率を下げるからです。s4 各行へのテストはこうです。これを消したらClaudeが間違えるか。そうでなければ削る。s9 無視されたルールにより強いルールを足し、ファイルが長くなっていくという肥大化の失敗パターンは、ある開発者が説明しています。s10
ループを閉じる。 ドキュメントは、CLAUDE.mdをコードのように扱うよう言っています。うまくいかなかったときにレビューし、定期的に剪定し、Claudeの振る舞いが実際に変わるかどうかを観察して変更をテストするのです。s9 /doctor prompt-auditにはClaude Code v2.1.283以降が必要で、提案する編集つきで指摘を報告し、あなたが頼むまで何も変更しません。s4 これは同梱のclaude-api skillを通して動くので、そのskillをオフにしている間は使えません。s4 さらに、開いているissueには、retroが承認された変更を実装したあと、コミットを忘れるという報告があります。s23
うちの実行で見えたこと。 最初のretroは「This session was smooth」で始まりました。セッションが自分の失敗を知らなかったからです。失敗を引数として伝えてはじめて、検証の前に番号を取るという原因が見つかりました。詳細は下の計測にあります。
コード
各ファイルは、うちの実行で使った実物か、実行に使ったスクリプトです。パスは自分のリポジトリに合わせて編集してください。
**retro-checklist.md**は、このページのチェックリストをファイルにしたものです。7つの手順、トレースの質問の原文、4つの置き場、コミットの注意、prompt-auditのパスの罠が入っています。
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**は、承認したhookです。型チェック、次にテストを走らせ、どちらかが失敗するとコミットをブロックします。.githooks/pre-commitとして保存し、実行可能にして、git config core.hooksPath .githooksを実行してください。
pre-commit.sh
#!/bin/sh
set -e
pnpm typecheck
pnpm test
**numbering.test.ts**は、承認したvitestのテストです。拒否されたクレジットノートのリクエストは番号を消費しない、というルールを固定します。
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**は、承認した標準の1行で、レビュアーが読むファイルです。
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**は、うちのセッションでの2回のretroと2回のトレースの答えの全文です。
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**は、パスなしと、パスありで走らせたprompt auditです。パスの罠がわかります。
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**は、隔離されたプロジェクト限定の環境で、許可リスト付きのヘッドレスなClaude Codeを1ターン走らせます。env行は自分のものに編集してください。
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**は、セッションの外から確認する5つの要件、つまり隠しの経理テストを、作業コピーに対して走らせます。自分の隠しテストを指すようにしてください。
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**は、バグを出荷したセッションのコードと、その修正です。
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**は、同じ依頼をやり直した新しいセッションのコードです。
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" }],
}),
月曜にやること
- 公式マーケットプレイスを更新し、スキルパックをプロジェクトスコープでインストールして、新しいセッションでretroコマンドが表示されることを確認する。
- 普通のセッションで、本物のタスクを走らせる。終わるまで待ち、セッションは開いたままにする。
- そのセッションでretroを走らせ、次に、見つけた失敗をあとに書き添えてもう一度走らせる。
- トレースの質問をする: "For each candidate, quote the moment of this session's transcript that backs it; drop any candidate you cannot trace to a specific moment."
- 生き残りを1つずつ、それぞれの置き場に承認する。機械的な失敗にはチェック、判断には標準の1行、ナビゲーションの穴にはソースへのコメント。
- 触ったファイルのパスを付けて
/doctor prompt-auditを走らせ、その編集を適用し、ファイルは自分でコミットする。 - 同じタスクを新しいセッションでもう一度走らせ、失敗が起きないことを確かめる。
計測
これは、架空の請求書API(Node、TypeScript、vitest)で、Claude Code 2.1.294を使った小さな実行です。デモであり、ベンチマークではありません。隠しの経理テストは、実行前に書いた5つのチェックです。
| ステップ | 結果 |
|---|---|
| クレジットノートのタスク、試行1 | クリーン: 40件成功、隠しの経理テスト5/5(バグのないセッションなので破棄) |
| クレジットノートのタスク、試行2 | 42件成功、型チェックはexit 0、隠しの経理テスト4/5。CN-0002のはずがCN-0004になった |
| 最初のretro、失敗は未報告 | 5項目の順位付き、「This session was smooth」で始まった |
| 最初のretroのトレース | 生き残り2、落ちたもの3 |
| 2回目のretro、失敗を報告 | 候補5つ |
| 2回目のretroのトレース | 生き残り4、落ちたもの1 |
| 手で承認 | 4つの変更: hook、テスト、標準の1行、ソースへのコメント。CLAUDE.mdへの追記なし |
| 最初のコミット試行 | hookがブロック: 1件失敗、42件成功(43)。ツリーにはまだバグのあるコードが残っていた |
| 1行の修正のあと | スイート43/43、隠しの経理テスト5/5、コミットが通った |
| 新しいセッションB、同じ依頼 | 37件成功、型チェックはexit 0、隠しの経理テスト5/5、拒否されたリクエストのあとも番号に欠番なし |
読むときの注意点です。
- このタスクで走らせた普通のセッション2回のうち、1回はretroの前にバグを出荷しました。retroのあとの再実行は1回だけなので、n=1です。
- セッションBは、コードを書く前に標準ファイル、hook、赤い採番テストを読みました。教訓を渡されていたのです。その成功は、ループが設計どおりに働いた証拠であって、独立した再現ではありません。
- retroは、自力ではバグを見つけられませんでした。最初のパスで見つけたのはガードレールの欠如で、本人の言葉では、このバグは捕まえられなかったものです。
- 新しいhookが検査するのは作業ツリーです。retroのコミットをベースに
git cherry-pickしても、hookは走りませんでした。 - パスなしのprompt auditはユーザーレベルのファイルを読み、新しいファイルについては何も言いませんでした。標準ファイルのパスを付けると、そのファイルはクリーンと答えました。
- そのリポジトリの古いissueルートも、同じように請求書番号を漏らします。今回のセッションの範囲外なので、そのままにしました。
さらに先へ
lessons loopを実際に回している人の話を読む。 ある開発者は、日付つきのlessonsファイルをセッション開始時に再投入し、何度も破られるルールをテスト、lintルール、hookに変えています。CLAUDE.mdは短いルーターにとどめています。s6
retroに頼る前にissueを読む。 issue 1173は、トレースのステップが必要な理由を示しています。s7 issue 1311は、忘れられるコミットです。s23 issue 1158は、公式マーケットプレイスでコマンドが見つからない件です。s24
ログの場所と保持期間を知る。 sessionsのページには、トランスクリプトのパス、パスを指定した再開、30日のクリーンアップが載っています。s8
自動のauto memoryという代替案。 今回は使いませんでした。ある書き手の批判は、auto memoryが黙って書き込み、バージョン管理がなく、ささいなことと長く残すべきルールが同居する、というものです。だからうちは、人が1行ずつ承認する形にしています。s11 これは1つの意見として受け取り、自分の環境で試してください。
/insightsは週次の相棒。 最大200セッションにわたるHTMLレポートを作り、摩擦のポイントと提案を示します。s14 あるフィールドレポートでは、64セッションがCLAUDE.mdの5行、2つのskill、hookになりました。s12 今回は走らせていません。
Anthropic自身のループは手動。 ハーネスの記事は、評価者のログを読んで判断がずれた箇所を見つけ、プロンプトを更新するというチューニングを説明しています。s13 engineeringの索引の最初のページには、公式のretroコマンドも記事も見つかりませんでした。s27
自動化しなかった理由。 セッション終了のトリガーは、自分たちで書いて試していないつなぎ込みになります。セッション終了のhookは終了をブロックできず、デフォルトのタイムアウトは1.5秒で、retro skillはユーザー呼び出し専用です。s5 s1 retro自身のドキュメントも、提案するだけで、あなたが候補を選ぶまで何も変わらないと述べています。s2 うちは人をループに残しました。
範囲外にしたこと。 同じ順序のバグは、そのリポジトリの古い請求書発行ルートにもあり、そこへのretroは別の実行になります。CIジョブも追加しませんでした。うちのコピーにはリモートがなく、ワークフローは一度も走らなかったからです。
FAQ
なぜretroは私のセッションをsmoothと言ったのですか。 retroが読むのはセッションログで、セッションは自分が失敗したことを知らなかったからです。テストも型チェックも緑でした。コマンドのあとに失敗を引数として書き、もう一度走らせてください。
retroは私のファイルを変更しますか。 提案するだけです。あなたが候補を選ぶまで何も変わりません。s2 承認すると、変更は実装されてもコミットはされないことがあるので、コミットは自分でしてください。s23
すでにクリアしたセッションでも走らせられますか。
ログがまだディスクにあれば可能です。トランスクリプトは~/.claude/projects/にあり、デフォルトでは30日でクリーンアップされ、claude --resume <transcript-path>で開けます。s8
なぜ新しいhookがコミットをブロックしたのですか。 作業ツリーに対して型チェックとテストを走らせるからです。ツリーにテストが今は捕まえるバグが残っていれば、コミットは拒否されます。先にコードを直してから、コミットしてください。
なぜCLAUDE.mdに追記しないのですか。 うちの2回のretroは、どちらも追記を断りました。ポインタは毎ターンcontextを消費し、やがて古くなるからです。ドキュメントは200行未満を目標とし、CLAUDE.mdはcontextであって強制される設定ではないと述べています。s4
AIDive