feat(136): fakturownia invoice idempotency
Phase 136 complete: - add local pending/failed external invoice attempt state - reconcile delegated invoices by stable Fakturownia oid before duplicate POST - document INVOICE-IDEMP-115 resolution and verification gaps
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phase: 136-fakturownia-invoice-idempotency
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plan: 01
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subsystem: accounting
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tags: [fakturownia, invoices, idempotency, oid, retry]
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requires:
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- phase: 115
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provides: Delegated Fakturownia invoice issuance flow and local invoice snapshots
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- phase: 134
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provides: Confirmed INVOICE-IDEMP-115 backlog item
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provides:
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- Retry-safe delegated Fakturownia invoice issuance using stable oid
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- Local pending/failed external invoice attempt state
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- Lookup-first reconciliation before duplicate external POST
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affects: [invoices, fakturownia, accounting, retry]
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tech-stack:
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added: []
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patterns: [external oid reconciliation, pending external attempt state]
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key-files:
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created:
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- database/migrations/20260517_000118_add_invoice_external_idempotency_state.sql
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- tests/Unit/FakturowniaInvoiceIdempotencyTest.php
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modified:
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- src/Modules/Accounting/InvoiceRepository.php
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- src/Modules/Accounting/InvoiceService.php
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- src/Modules/Settings/FakturowniaApiClient.php
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- DOCS/ARCHITECTURE.md
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- DOCS/DB_SCHEMA.md
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- DOCS/TECH_CHANGELOG.md
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- .paul/codebase/architecture.md
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- .paul/codebase/db_schema.md
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- .paul/codebase/tech_changelog.md
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- .paul/codebase/todo.md
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key-decisions:
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- "Use orders.internal_order_number as Fakturownia oid; fallback to orderpro-{order_id} only if missing."
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- "Official GET /invoices.json?oid=... is the reconciliation mechanism because invoice create has no documented Idempotency-Key support."
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- "POST failures are retried safely by remote lookup and local failed_retryable state, not by blind duplicate POST."
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patterns-established:
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- "Delegated external creates should persist pending local state before the remote POST."
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- "Uncertain remote failures should perform lookup-after-failure before surfacing retry instructions."
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duration: ~2h
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started: 2026-05-17T15:36:00Z
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completed: 2026-05-17T15:36:00Z
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---
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# Phase 136 Plan 01: Fakturownia Invoice Idempotency Summary
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Delegated Fakturownia invoices now use stable `oid` reconciliation and local pending state so retries do not blindly create duplicate external invoices after a timeout.
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## Performance
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| Metric | Value |
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|--------|-------|
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| Duration | ~2h |
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| Started | 2026-05-17 17:36 Europe/Warsaw |
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| Completed | 2026-05-17 17:36 Europe/Warsaw |
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| Tasks | 3 completed |
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| Files modified | 17, including PAUL transition files |
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## Acceptance Criteria Results
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| Criterion | Status | Notes |
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|-----------|--------|-------|
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| AC-1: Delegated Invoice Uses Stable OID | Pass | `InvoiceService` resolves `oid` from `orders.internal_order_number`, falls back to `orderpro-{order_id}`, sends it in the Fakturownia payload and stores it locally. |
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| AC-2: Retry Does Not Double POST When External Invoice Already Exists | Pass | Runtime checks local `(config_id, external_oid)` and `GET /invoices.json?oid=...` before `POST /invoices.json`; unit test covers no second create call. |
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| AC-3: Successful POST Finalizes Pending Row | Pass | `InvoiceRepository` creates `pending_external` rows and finalizes them with external id, number, PDF URL and `issued` status. |
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| AC-4: Uncertain Failure Remains Recoverable | Pass | On POST exception, the service looks up by `oid`; if found, it auto-attaches, otherwise marks `failed_retryable` and throws retry-safe guidance. |
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| AC-5: Docs And Tests Describe The Contract | Pass with env gap | Unit test file and DOCS/PAUL notes were added; PHPUnit execution was blocked because `vendor/bin/phpunit` is missing. |
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## Accomplishments
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- Added invoice idempotency state columns and unique `(config_id, external_oid)` protection for delegated Fakturownia invoices.
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- Refactored delegated invoice issuance to lookup local and remote invoices before create, persist pending attempts, finalize success, and auto-attach remote invoices found after uncertain failures.
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- Added focused unit coverage for lookup-first retry, pending finalize, auto-attach after connection failure, and retryable failure marking.
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- Documented `INVOICE-IDEMP-115` as resolved in DOCS and PAUL codebase notes.
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## Task Commits
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Phase commit: `HEAD feat(136): fakturownia invoice idempotency`
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| Task | Commit | Type | Description |
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|------|--------|------|-------------|
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| Task 1: Add local delegated invoice attempt state | `HEAD` | feat | Migration and repository support for pending/finalize/failed external invoice attempts. |
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| Task 2: Implement Fakturownia lookup-first delegated flow | `HEAD` | feat | Stable `oid`, lookup-first API flow, post-failure reconciliation and auto-attach. |
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| Task 3: Add regression tests and documentation | `HEAD` | test/docs | Unit tests plus DOCS/PAUL schema, architecture and changelog updates. |
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## Files Created/Modified
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| File | Change | Purpose |
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|------|--------|---------|
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| `database/migrations/20260517_000118_add_invoice_external_idempotency_state.sql` | Created | Adds delegated external invoice status, oid, attempt timestamp, error message and unique config/oid index. |
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| `src/Modules/Accounting/InvoiceRepository.php` | Modified | Adds lookup, pending insert, finalize and failed retryable helpers. |
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| `src/Modules/Accounting/InvoiceService.php` | Modified | Implements stable oid, lookup-first create, auto-attach and retry-safe failure handling. |
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| `src/Modules/Settings/FakturowniaApiClient.php` | Modified | Adds `findInvoiceByOid()` and shared response normalization. |
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| `tests/Unit/FakturowniaInvoiceIdempotencyTest.php` | Created | Covers retry/lookup/finalize/failed idempotency behavior. |
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| `DOCS/ARCHITECTURE.md` | Modified | Documents delegated Fakturownia retry algorithm. |
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| `DOCS/DB_SCHEMA.md` | Modified | Documents new invoice idempotency columns and unique key. |
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| `DOCS/TECH_CHANGELOG.md` | Modified | Records Phase 136 technical change and verification gaps. |
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| `.paul/codebase/architecture.md` | Modified | Mirrors architecture contract for PAUL context. |
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| `.paul/codebase/db_schema.md` | Modified | Mirrors schema contract for PAUL context. |
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| `.paul/codebase/tech_changelog.md` | Modified | Mirrors technical changelog. |
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| `.paul/codebase/todo.md` | Modified | Marks `INVOICE-IDEMP-115` as resolved. |
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| `.paul/PROJECT.md` | Modified | Marks Phase 136 as shipped and Phase 137 ready. |
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| `.paul/ROADMAP.md` | Modified | Closes Phase 136 and advances milestone progress. |
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| `.paul/STATE.md` | Modified | Moves loop to complete and routes next action to Phase 137. |
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| `.paul/changelog/2026-05-17.md` | Created | Human-readable PAUL daily changelog. |
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| `.paul/phases/136-fakturownia-invoice-idempotency/136-01-SUMMARY.md` | Created | This completion summary. |
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## Decisions Made
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| Decision | Rationale | Impact |
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|----------|-----------|--------|
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| Stable `oid` is `orders.internal_order_number`. | Operator selected it and it is already the internal order reference used across the app. | Retries can reconcile the same external invoice deterministically. |
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| Use Fakturownia `GET /invoices.json?oid=...` instead of `Idempotency-Key`. | Official docs expose lookup by `oid`; no documented invoice create idempotency header was found. | Idempotency is application-managed and compatible with current API. |
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| Keep failed uncertain attempts as `failed_retryable`. | A failure may still have created the remote invoice, so the next attempt must re-check by `oid`. | Operators get a safe retry path without manual duplicate risk. |
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## Deviations from Plan
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### Summary
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| Type | Count | Impact |
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|------|-------|--------|
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| Execution mode | 1 | Plan allowed auto delegation, but implementation was done inline because the active developer instruction requires explicit user authorization before spawning agents. No functional impact. |
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| Verification gap | 3 | Migration, PHPUnit and Sonar could not run in this environment; gaps are documented below and in STATE. |
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| Scope addition | 1 | Added an ad-hoc SQLite repository smoke as a verification fallback while PHPUnit/MySQL were unavailable. |
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### Deferred Items
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- Run `php bin/migrate.php` when local XAMPP MySQL is online.
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- Run `vendor/bin/phpunit tests/Unit/FakturowniaInvoiceIdempotencyTest.php` after project dependencies provide PHPUnit.
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- Run `sonar-scanner` when the CLI is available in PATH.
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## Verification Results
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| Command | Result |
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|---------|--------|
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| `C:\xampp\php\php.exe -l src\Modules\Accounting\InvoiceRepository.php` | Pass |
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| `C:\xampp\php\php.exe -l src\Modules\Accounting\InvoiceService.php` | Pass |
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| `C:\xampp\php\php.exe -l src\Modules\Settings\FakturowniaApiClient.php` | Pass |
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| `C:\xampp\php\php.exe -l tests\Unit\FakturowniaInvoiceIdempotencyTest.php` | Pass |
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| `rg -n "INVOICE-IDEMP-115|external_oid|pending_external|Fakturownia.*oid|findInvoiceByOid" DOCS .paul\codebase tests src` | Pass |
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| Ad-hoc SQLite repository smoke | Pass: pending/finalize/failed helpers exercised |
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| `git diff --check` | Pass, CRLF warnings only |
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| `php bin/migrate.php` | Blocked: local MySQL refused connection |
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| `vendor/bin/phpunit tests/Unit/FakturowniaInvoiceIdempotencyTest.php` | Blocked: `vendor/bin/phpunit` missing |
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| `sonar-scanner --version` | Blocked: command not found |
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## Issues Encountered
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| Issue | Resolution |
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|-------|------------|
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| Local MySQL/XAMPP refused connection during migration run. | Migration left pending and documented as follow-up. |
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| `vendor/bin/phpunit` is not present in checkout. | Added tests and verified syntax; PHPUnit execution documented as environment gap. |
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| `sonar-scanner` is not available in PATH. | Skill/tooling gap documented in STATE and SUMMARY. |
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## Next Phase Readiness
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**Ready:**
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- `INVOICE-IDEMP-115` is implemented and documented.
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- Phase 137 can start from a cleaner accounting/Fakturownia backlog state.
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**Concerns:**
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- Migration must still be applied on a live database before the new runtime path can persist external attempt state.
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- Targeted PHPUnit should be run once project dependencies are available.
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**Blockers:**
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- None for planning Phase 137.
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---
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*Phase: 136-fakturownia-invoice-idempotency, Plan: 01*
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*Completed: 2026-05-17*
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