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feat(sales): snapshot the product name and unit in the order-line audit payload (#747) - #748

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feat/747-audit-product-name
Sep 10, 2026
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feat/747-audit-product-name

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@mforce

@mforce mforce commented Sep 10, 2026

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Closes #747.

What and why

Snapshot the product name and selling unit in AddItem and UpdateItem audit payloads so product renames cannot reinterpret historical rows and quantities retain their unit. AddItem uses the product and selected unit; UpdateItem reads the product name at edit time and uses the line's unit snapshot.

How it was verified

  • Step 1b RED: AddItem_RecordsListPriceBasisByName and UpdateItem_RecordsThePriceItChangedFromAndTo both failed with System.Collections.Generic.KeyNotFoundException at GetProperty("productName"); the other two tests passed.
  • Increment 2: G1 passed with zero warnings/errors; G2 passed 3/4 with only the UpdateItem test still RED.
  • Final G1: dotnet build Cluckwork.sln succeeded with 0 warnings and 0 errors.
  • Final G2:
Passed!  - Failed:     0, Passed:     4, Skipped:     0, Total:     4, Duration: 2 s - Cluckwork.Api.IntegrationTests.dll (net10.0)
  • G3: locked restore and Release build passed; foreground dotnet test Cluckwork.sln --configuration Release --no-build --verbosity normal passed. Repeated with temporary log capture after tool output truncated two early summaries from the first successful run. Captured totals: AppHost 10, Domain 388, Application 260, API integration 1726 — 2384 passed, 0 failed.
     Passed: 10
     Passed: 388
     Passed: 260
     Passed: 1726

Mutation ledger is pending driver verification; the implementer did not run it.

Checklist

  • The PR title is a conventional commit.
  • Tests cover the change, and I watched the new assertions fail first.
  • Mutation ledger: pending driver verification.
  • Only the three runbook-allow-listed files changed; RUNBOOK-747.md is not committed.

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@mforce
mforce merged commit 0481c06 into main Sep 10, 2026
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@mforce
mforce deleted the feat/747-audit-product-name branch September 10, 2026 06:15
mforce added a commit that referenced this pull request Sep 10, 2026
Both slices shipped without their design docs reaching the repo, which is
out of step with the sibling slice on the same epic (#723/#724, already on
main). These are the point-in-time records, not rewritten to match what
finally shipped.

The #722 design carries a superseded-by header instead, because two things
moved after it was written: the payload gained productName and unit (#747,
PR #748) after the audit artboard turned out to render product NAMES rather
than ids, and nothing rendered the payload at all until #745 (PR #749).
Rewriting the body would destroy the record of what was actually decided
and when; the header points at what changed.
mforce added a commit that referenced this pull request Sep 10, 2026
Both slices shipped without their design docs reaching the repo. The
sibling slice on the same epic —
`docs/plans/723-724-discount-visibility/` — is already on `main`, so
this brings #722 and #745 in line with it.

## What is here

| File | What it records |
|---|---|
| `docs/plans/722-audit-price-payload/01-design.md` | the design as
dispatched, including the line-identity decision and the
`ExecuteInTransactionAsync` + interleaved-save shape |
| `docs/plans/722-audit-price-payload/02-implementation-plan.md` | the
increment ordering and mutation rows |
| `docs/plans/745-audit-details-column/01-design.md` | read from the
artboard, `docs/images/discount-mockups/AuditRow.png` |

## These are point-in-time records, not retrofitted

The #722 design describes a payload carrying `productId` and **no**
product name. That is what was designed, and it was the defect: the
audit artboard renders product **names**, and resolving an id at read
time yields *today's* name, so a renamed product would re-render history
under a name the seller never saw. #747 (PR #748) fixed it by
snapshotting the name and unit at write time.

Rather than rewrite the body to match what shipped — which would destroy
the record of what was actually decided and when — the file carries a
**superseded-by header** naming both changes: the `productName`/`unit`
addition, and the fact that nothing rendered the payload at all until
#745 (PR #749). The full map lives in the amendment on #722.

## Verification

`SchemaDocsTests` run with these files in the index — that is the point,
since
`PostgresImagePin_`/`RedisImagePin_IsOneIdenticalStringAcrossEveryTrackedFile`
walk `git ls-files` and therefore begin applying to a document the
moment it is staged. AGENTS.md records that exact trap costing a full
implementer stop on #508.

```
Passed!  - Failed: 0, Passed: 4, Skipped: 0, Total: 4 - Cluckwork.Api.IntegrationTests.dll
```

Docs only — no source, no tests, no schema.

Co-authored-by: mforce <mforce@users.noreply.github.com>
mforce pushed a commit that referenced this pull request Sep 12, 2026
🤖 I have created a release *beep* *boop*
---


## [0.1.0](v0.0.4...v0.1.0)
(2026-09-12)


### ⚠ BREAKING CHANGES

* log in by farm code, with per-account email identity
([#532](#532)) (#564)

### Features

* **accounts:** add Account.Slug (farm code), suspend/reactivate,
list-accounts verb
([#531](#531))
([3fe9754](3fe9754))
* **accounts:** provision additional farms
([#581](#581))
([006f298](006f298))
* add Aspire local development AppHost
([#567](#567))
([2c9e6b9](2c9e6b9))
* add configurable worker sale allocation
([#619](#619))
([0955095](0955095))
* add searchable entity pickers
([#642](#642))
([60d2053](60d2053))
* **api:** provision-account takes an optional --timezone at creation
([#603](#603))
([#694](#694))
([a0aee39](a0aee39))
* **audit:** show the sales-line audit payload as a readable Details
column ([#745](#745))
([#749](#749))
([d26d389](d26d389))
* **auth:** add ApplicationUser.StepUpLogoutEpoch column
([#338](#338))
([#554](#554))
([18306ee](18306ee))
* certify over-cap simulation fixture bands
([#633](#633))
([a67b2e1](a67b2e1)),
closes [#627](#627)
* **cli:** rename-account verb to change a farm code
([#732](#732))
([#733](#733))
([4b70559](4b70559))
* **customers:** edit existing customer details
([#625](#625))
([#626](#626))
([062a55c](062a55c))
* **jobs:** single-runner leader gate for the durable job worker
([#271](#271))
([#555](#555))
([4148f9b](4148f9b))
* let owners change user email addresses
([#605](#605))
([842347b](842347b))
* log in by farm code, with per-account email identity
([#532](#532))
([#564](#564))
([68adb62](68adb62))
* **ratelimit:** distributed IP-keyed auth limiters
([#544](#544))
([#558](#558))
([ec14972](ec14972))
* **ratelimit:** distributed per-account report concurrency cap with
local-ceiling fallback
([#545](#545))
([#559](#559))
([1522e4e](1522e4e))
* **sales:** mark discounted lines, total the discount, and show it in
the Orders list ([#723](#723),
[#724](#724))
([#741](#741))
([1a07441](1a07441))
* **sales:** record list, old and new price in the order-line audit
payload ([#722](#722))
([#742](#742))
([97c866f](97c866f))
* **sales:** refuse an over-ceiling confirm from a Sales user
([#727](#727))
([#766](#766))
([8c0792a](8c0792a))
* **sales:** show what each order still owes, and filter the list to
unpaid ([#771](#771))
([ca59d68](ca59d68))
* **sales:** snapshot the list price on the order line and show the
discount ([#734](#734))
([cffed5e](cffed5e))
* **sales:** snapshot the product name and unit in the order-line audit
payload ([#747](#747))
([#748](#748))
([0481c06](0481c06))
* scope Worker reads to assigned flocks
([#388](#388))
([#611](#611))
([5884a9a](5884a9a))
* shared-state ports with Redis + in-process fallback
([#543](#543))
([#552](#552))
([f767fa9](f767fa9))
* suspend-account / reactivate-account operator verbs
([#534](#534))
([#573](#573))
([d0be26c](d0be26c))
* **tenancy:** write-side tenant guard + single-assignment TenantContext
([#546](#546))
([#561](#561))
([f371f1d](f371f1d))
* **web:** dashboard rework — capture-status tiles, 14-day trend, stock
as a stacked bar
([#654](#654))
([396ba23](396ba23))
* **web:** date-range filters on audit and expenses, and the stock lot
filter gets its bounded toolbar
([#666](#666),
[#667](#667),
[#653](#653))
([94b188f](94b188f))
* **web:** elevation hierarchy and sentence-case labels
([#651](#651),
[#652](#652))
([#661](#661))
([28db4c7](28db4c7))
* **web:** Expenses and Audit keep a clear-filters control while rows
are still showing
([#679](#679))
([#697](#697))
([b859982](b859982))
* **web:** expenses filters by a date range like its sibling screens
([#667](#667))
([f13858f](f13858f))
* **web:** key the farm brand palette per farm
([#586](#586))
([#600](#600))
([7183a43](7183a43))
* **web:** let operators forget remembered farms
([#598](#598))
([577d94e](577d94e))
* **web:** one-line provenance, bounded date filters, and empty states
that invite action
([#653](#653),
[#655](#655))
([#668](#668))
([80b53f4](80b53f4))
* **web:** prefill the farm code from ?farm= and remember it
([#535](#535))
([#588](#588))
([b7f5cc6](b7f5cc6))
* **web:** split authenticated routes into lazy chunks
([#620](#620))
([5089271](5089271))
* **web:** the audit log filters by a date range, and says which window
is empty ([#666](#666))
([63027e0](63027e0))
* **web:** typeset numbers as numbers and refresh the Help glossary
([#650](#650),
[#657](#657))
([af4fe11](af4fe11))


### Bug fixes

* **api:** order same-instant audit events by a durable monotonic key
([#700](#700))
([8fcf084](8fcf084))
* **api:** print the farm code from bootstrap-admin
([#589](#589))
([#594](#594))
([34032ac](34032ac))
* **audit:** show the price a line sold for, not its list price
([#759](#759))
([e6b37d0](e6b37d0))
* **audit:** store catalog enums by name and guard the add-item
transaction shape
([#751](#751))
([23609ff](23609ff))
* **auth:** reject invalid account claims
([#622](#622))
([8d6c7fe](8d6c7fe))
* **auth:** require step-up for durable user access
([#360](#360))
([#607](#607))
([f767dce](f767dce))
* **ci:** bound the npm audit calls and give the web job room to finish
([#686](#686))
([153b7a8](153b7a8))
* **ci:** escalate the audit bound to SIGKILL, so it actually bounds
([#686](#686))
([a0c8f4e](a0c8f4e))
* **ci:** fail closed on invalid vulnerability config
([#621](#621))
([1690db8](1690db8))
* **ci:** lockfix covers the two AppHost lock files, derived from the
sln
([efb05e6](efb05e6))
* **ci:** lockfix covers the two AppHost lock files, derived from the
sln
([8986d77](8986d77))
* **ci:** remove invalid XML comment from nuget.lockfix.config
([#541](#541))
([5f1bc0a](5f1bc0a))
* **ci:** the advisory vuln gate no longer blocks on an unusable report
([#686](#686))
([aaf6934](aaf6934))
* **ci:** the advisory vuln gate no longer blocks on an unusable report
([#686](#686))
([64f1f53](64f1f53))
* **i18n:** tl help text names the saleable flag and unit-system setting
what their labels call them
([#688](#688))
([#696](#696))
([bfd24d7](bfd24d7))
* **infra:** AccountId must be a non-nullable Guid or both tenant write
layers refuse ([#673](#673))
([#695](#695))
([2470c4e](2470c4e))
* require step-up for flock scope changes
([#609](#609))
([4151f89](4151f89))
* **sales:** keep a line's discount markers agreeing while its price is
edited ([#752](#752))
([#753](#753))
([c159b4b](c159b4b))
* **sales:** say which kind of missing list price a line has
([#774](#774))
([489180e](489180e))
* scope legacy logout to selected farm
([#624](#624))
([fae8d82](fae8d82))
* **seed:** drain the daily-entry lock sweep so deep simulation fixtures
validate ([#644](#644))
([730fa23](730fa23)),
closes [#638](#638)
* **tenancy:** AccountId is a concurrency token, so the database refuses
a detached cross-tenant write
([#562](#562))
([4d1dfa3](4d1dfa3))
* **tenancy:** AspNetUserRoles carries a tenant column, so a role write
naming another farm's user is refused
([#670](#670))
([fc0552a](fc0552a))
* **tests:** bump the image-pin allow-list counts for the AppHost
LocalPorts tests
([#593](#593))
([58d3056](58d3056))
* **tests:** the OTLP collector survives a lost port race and ignores
traffic that is not an export
([#672](#672),
[#676](#676))
([#677](#677))
([965c737](965c737))
* **web:** a scoped audit view filtered to nothing names both the record
and the range ([#666](#666))
([41bbfe1](41bbfe1))
* **web:** an abandoned dialog attempt's success no longer hijacks the
replacement on Customers, Daily Entry, Flocks, Grades and Products
([#703](#703))
([#705](#705))
([85605db](85605db))
* **web:** an abandoned dialog attempt's success no longer hijacks the
replacement on Inventory, Expenses, History and Stock
([#703](#703))
([#706](#706))
([60a4997](60a4997))
* **web:** an abandoned edit's success no longer hijacks the dialog that
replaced it on Users
([#703](#703))
([#710](#710))
([778faab](778faab))
* **web:** an abandoned order attempt's success no longer hijacks the
dialog that replaced it
([#702](#702))
([522c699](522c699))
* **web:** capture screens open on the flock you last used, and
assigning one no longer guesses
([#646](#646))
([#699](#699))
([7f8f317](7f8f317))
* **web:** constrain dialog session helpers to declared scopes
([#715](#715))
([389e3c8](389e3c8))
* **web:** date validation gets one boundary table instead of one case
per review round
([#666](#666))
([215f830](215f830))
* **web:** keep a paged window and an item panel on the user's newest
intent ([#645](#645))
([d81bccf](d81bccf))
* **web:** keep Sales order panels closed after pending writes
([#711](#711))
([f0f7492](f0f7492))
* **web:** keep Sales panels closed after pending Open reads
([#716](#716))
([620411f](620411f))
* **web:** make login take the cross-tab cookie lock so a racing refresh
cannot restore the wrong session
([#648](#648))
([ff18beb](ff18beb))
* **web:** make the entity picker read as a search field and focus it on
open ([#736](#736))
([66ef667](66ef667)),
closes [#735](#735)
* **web:** page truncated customer and movement tables with usePagedList
([7cfe4d6](7cfe4d6))
* **web:** reconcile Sales line edits with refreshed orders
([#717](#717))
([d7dd2c9](d7dd2c9))
* **web:** the audit date filter accepts low-numbered years, and its
empty state covers every narrowing
([#666](#666))
([af52d25](af52d25))
* **web:** the audit date filter rejects impossible dates, and its
history guard actually guards
([#666](#666))
([8d51846](8d51846))
* **web:** the expense range bounds are not capped at today, which the
month-end default exceeds
([#667](#667))
([7e01864](7e01864))
* **web:** the help text calls the expiry field what the field calls
itself ([#666](#666))
([2fd1f3c](2fd1f3c))
* **web:** the stock lot date range sits in the bounded toolbar
([#653](#653))
([43dec5e](43dec5e))


### Refactoring

* **web:** extract SalesPage's dialog-write wrapper into a shared
useDialogAction hook
([#703](#703))
([#704](#704))
([60ee9d9](60ee9d9))


### Documentation

* add k6 preparation steps to the dev-database fixture runbook
([#643](#643))
([a4f1f09](a4f1f09))
* add runbook for loading the simulation fixture into a dev database
([#639](#639))
([2d143b8](2d143b8))
* **agents:** a PR closes its issue from the body, not the title
([#744](#744))
([39be13c](39be13c))
* **agents:** drop the commit and push gate, and require screenshots on
UI changes ([#757](#757))
([6225172](6225172))
* **agents:** find guards by grepping registry readers; amend issues a
PR overtakes ([#580](#580))
([fe3fde8](fe3fde8))
* **agents:** the Playwright specs have been in CI since 2026-08-08
([#768](#768))
([68ee612](68ee612))
* **aspire:** record the second local database and pin the AppHost
dashboard ports ([#623](#623))
([713b941](713b941))
* compress AGENTS.md to one paragraph per rule, and draw the two orders
that matter ([#551](#551))
([997ae8a](997ae8a))
* item 7 names each screen's actual initial filter value
([#666](#666))
([70a53d8](70a53d8))
* multi-farm tenancy decision record and AGENTS/GLOSSARY sync
([#537](#537))
([#601](#601))
([2c34771](2c34771))
* name the scoped filtered-empty key and state the
[#653](#653) relationship
plainly ([#666](#666))
([0e93dac](0e93dac))
* note that a PackageReference in Directory.Build.props is invisible to
the dependency graph
([4845724](4845724))
* **plans:** commit the
[#722](#722) and
[#745](#745) design records
([#754](#754))
([c942fcd](c942fcd))
* record [#579](#579) as
won't-fix — suspension is immediate for use, not issuance
([#582](#582))
([7a3be40](7a3be40))
* record the [#508](#508)
audit ordering key and the tracked-file guard lesson
([#701](#701))
([08964e9](08964e9))
* **runbooks:** add procedure to rename the default farm's code after
upgrade ([#731](#731))
([2f6e242](2f6e242))
* screenshots of the running SPA in the README
([#550](#550))
([711488a](711488a))
* **sim:** commit the dashboard screenshot, capture the palette matrix,
and record the
[#651](https://github.com/mforce/cluckwork/issues/651)/[#652](https://github.com/mforce/cluckwork/issues/652)
conventions ([#660](#660),
[#662](#662),
[#663](#663),
[#664](#664))
([#665](#665))
([930ea30](930ea30))
* specify searchable entity picker
([#641](#641))
([91d4300](91d4300))
* split the README into audience-scoped docs and adopt repo-template
scaffolding ([#548](#548))
([b3f3fcf](b3f3fcf))
* surface Aspire local development workflow
([#568](#568))
([a343baa](a343baa))
* **web:** record the per-screen idempotency-key policies and runWrite's
refresh contract
([#703](#703))
([#707](#707))
([8bee651](8bee651))
* **web:** the date-cap help text covers every stocked item, not only
feed ([#666](#666),
[#667](#667))
([c8433c5](c8433c5))
* **web:** the help text claims only what is true of recording, and says
nothing about filter caps
([#666](#666),
[#667](#667))
([e2f63d1](e2f63d1))
* **web:** the help text describes the date-range filters that shipped
([#666](#666),
[#667](#667))
([c3275b7](c3275b7))
* **web:** the help text stops describing a cap the filters no longer
have ([#666](#666),
[#667](#667))
([49654cd](49654cd))

---
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Please](https://github.com/googleapis/release-please). See
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Co-authored-by: cluckwork-lockfix[bot] <309265648+cluckwork-lockfix[bot]@users.noreply.github.com>
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Sales: audit payloads snapshot productId but not the product name, so history re-renders under today's name

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