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feat(bookings): booking approval for reservation requests - #3322

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@carlosvirreira carlosvirreira commented Nov 2, 2026 •

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Before: switch off, an admin reserves and sees Reserved plus Check out, unchanged. After: switch on, a student presses Request reservation and sees Reserved plus a Pending approval badge, no check-out

Before: a Base or Self-service member's reservation is a reservation. The "reserved" email goes out at once, and nothing records that anyone looked at it.
After: for a role whose approval switch is on, that reservation is a request. It is held, marked "Pending approval", and the custodian cannot check it out until an owner, administrator or manager approves it. Those three approve either with the Approve button or simply by checking the request out: the hand-over is the decision. The custodian is told at every step.

Supersedes #2980, which is left open for the author to close: same design, brought onto today's main, plus the pieces below. Design record: approval is data on the booking, never a new status.

What a workspace gets

  • Settings, Bookings: two switches, one per requesting role. Base users request bookings is on by default: a Base member never checks out themself, an administrator or manager always hands the gear over, so that hand-over was already the approval and the switch only makes it visible (queue, badge, email), while the approver's check-out approves in one step so nobody is blocked. Self service users request bookings is off by default: that role is trusted to serve itself, and a workspace that wants a yes before they take gear opts in. Which switch gates a role comes from the role policy table (bookings.approvalSetting), not from a role comparison. Turning a switch on does not touch already-reserved bookings: reservations made while it is off are stamped approved at write time, and a one-time migration stamps every booking that predates the feature, so there is no enable-time sweep.
  • Requests. A Base or Self-service member's "Request reservation" lands as RESERVED with no approvedAt. The booking page, the list rows, the calendar bar (amber, dashed), the asset index's upcoming-bookings popover and the Companion screen all show "Pending approval". The custodian gets a "Booking request received" email instead of "Booking reserved"; the usual new-booking broadcast still reaches owners, admins and managers.
  • Deciding. Owners, administrators and managers see an Approve button (and "Approve request" on the phone). Approval stamps who and when, writes an activity note and emails the custodian "Booking approved". The list filter gains a Pending approval option, resolved server-side like the Expired option, and the sidebar's "View Bookings" shows how many requests wait for the people who can decide.
  • Saying no. Revert to draft now takes an optional reason, sent to the custodian as "What to change". A re-reserved booking is pending again. Cancel works as before.
  • The guard. While pending, check-out by anyone who may not approve is refused in the service for every path: full check-out, scan or select check-out, bulk, and the mobile check-out routes. A stale tab or a hand-made POST gets "Approval required". When an approver checks a pending request out, the same transaction stamps the approval (note + BOOKING_APPROVED event), so a Base member's request is approved and handed over in one step. Turning both switches off while requests are pending unblocks them at once.
  • Admins and managers never wait: their own reservations are approved in the same write.

What does not change

Availability and conflicts: a pending request holds its items exactly like a reservation. Calendar, reports and exports read it as RESERVED. The permission matrix gains one action, approve, held by Manager through the matrix and by Owner and Administrator through the resolver. Approvals also land in the activity log as a new BOOKING_APPROVED event (enum migration), beside the booking note.

Database: Booking.approvedAt / approvedById (+ index, FK), BookingSettings.requireApprovalForBase (default true) and requireApprovalForSelfService (default false), the BOOKING_APPROVED enum value, and a data migration that stamps approvedAt on existing rows. All additive; the data migration touches only rows with no stamp.

Proof (local rig, QA workspace, three logins)

Screenshots were taken with the earlier single switch; the flows are the same per role. Switch off: reserve, check out, check in unchanged (1). Switch on (2): admin reservation auto-approved (3); student request pending with tooltip (4), the student's list (5); manager's Pending approval filter (6), Approve in place of Check out (7), a direct check-out POST answered "Approval required"; approved (8) then checked out (9); revert, re-request pending again (10); switch off mid-request unblocks (11); calendar bar and sidebar count (14), asset index popover (15), send-back reason (16). Every email checked in Resend.

Not driven by hand: the Companion screen itself (its endpoint and flags are covered by route tests) and a Self-service member checking out their own approved request.

Review rounds

Codex round one (two findings) and the repo's own review pass (bugs, tests, conventions, security, impact) are applied in the two fix(bookings) commits; every finding is either fixed or answered in its thread.

Tests

Permissions: Manager holds approve, the requesting roles do not; effective-access fixture and apps/docs/roles-and-permissions.md regenerated. Service: approve (atomic, race-safe, refusals), request-received vs reserved email, revert clears approval and carries the reason, checkout gates. Lists: Pending approval filter in lockstep across index, tabs, select-all and export, dropped from the URL when both switches are off. Rows: no Check out while pending unless the viewer may approve. Approver check-out approves (full, first scan, bulk). Mobile: approve route and flags. Push and subject tables cover the two new events.

Carlos Virreira and others added 11 commits August 31, 2026 14:35
Orgs can require an admin's approval before a reservation made by a Base
or Self service user can be checked out. Approval is data on the booking
(approvedAt/approvedById), not a new status: RESERVED stays the only held
state, conflict semantics are unchanged, and shipped companion clients
never see an unknown enum value.

- BookingSettings.requireBookingApproval (default false) + approval
  columns on Booking (additive migration)
- PermissionAction.approve, deliberately in no role's matrix entry, so
  only ADMIN/OWNER hold it via the resolver short-circuit
- reserveBooking stamps approvedAt (self-approved) unless the org
  requires approval for the reserving role; pending requests get a
  'request received' email instead of the reserved confirmation
- approveBooking: stamps approval, writes an activity note, emails the
  custodian (new APPROVED notification event)
- Checkout refused while pending at every entry point: web checkout,
  fulfil-and-checkout (in-tx guard in checkoutBookingWritesWithinTx) and
  the mobile partial-checkout first scan
- Revert-to-draft clears the approval so a re-reserved request needs
  approval again; enabling the toggle backfills existing RESERVED
  bookings as approved so nothing flips to pending retroactively
- Web UI: derived 'Pending approval' badge (header + list), Approve
  dialog replacing checkout for admins while pending, settings toggle,
  booking-process sidebar copy
- Mobile API exposes isPendingApproval + gates canCheckout; companion
  renders the pending badge (display-only, OTA-able)

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
With the approval toggle on, a Self-service user's Reserve lands as a
pending request - the button said Reserve while the result was Pending
approval, which reads as a failure. The label now matches the outcome
for both restricted roles; with the toggle off Self-service keeps
Reserve.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Approval committed on its own, then wrote its audit note. A note failure after
that commit surfaced as "approving failed" while checkout was already unlocked,
and the retry hit the already-approved guard, so the trail lost the record for
good. The approver is resolved first and the update and the note now commit in
one transaction.

The write also had no predicate beyond the booking id, while the checks above it
are a read. Two admins approving at once both passed those checks and both wrote,
which sent the custodian two approval emails and left two notes. The write now
matches only a booking that is still an unapproved reservation, and a caller that
matches nothing is told someone else got there first. Same shape as
archiveBooking's conditional write.

Enabling the setting could auto-approve a request that did not exist yet. The
toggle commits before the backfill sweeps, so a reservation created in that gap
is genuinely pending, and the sweep stamped it approved with nobody reviewing it.
The route captures the moment before the toggle commits and the sweep is bounded
by it.

The switch's label pointed at an id nothing carried, and `hidden` kept it out of
the accessibility tree entirely, so the control had no accessible name. Both now
share one id and the label is `sr-only`.

`approveBooking` had no JSDoc: its block was sitting above
`markExistingReservationsApproved`, which already had its own. Moved, and the two
new components gained the module and export blocks the repo requires.

A new test covers the refused second approver, and asserts the custodian is not
emailed twice. Dropping the guard reddens the existing approval test.
The guarded approval write caught every error and reported it as "someone else
approved this". Only a missing row means that. A dropped connection, or the
audit note failing inside the same transaction, would have been dressed up as a
harmless race, telling the admin to refresh while the real fault went unlogged.
Only P2025 is treated as a lost race now; everything else propagates.

Enabling the setting also failed the whole request if the backfill threw, even
though the setting had already committed. The admin saw an error for a change
that had been applied, and every pre-existing reservation was left retro-flagged
as pending, which is the outcome that backfill exists to prevent. It now logs
instead, matching the auto-archive backlog beside it, and the message says the
reservations will read as pending until it is re-run.

Two tests: a P2025 rejection is reported as a lost race and does not email the
custodian, and a connection failure is not. Reverting to the blanket catch
reddens the second.
Revives the booking approval feature on today's main. Design unchanged
(booking-approval-flow/PRD.md, locked 2026-08-31): approval is data on the
booking (approvedAt/approvedById + BookingSettings.requireBookingApproval),
no new BookingStatus, pending = RESERVED with no approvedAt, derived through
one shared helper; checkout refused in the service while pending; off by
default; revert-to-draft clears the approval.

Conflicts resolved against main (8 files), and the parts of the PR that
had gone stale since September:

- schema.prisma: rebuilt on main's layout; only the approval fields are
  added (the PR branch had re-aligned the whole file). The migration SQL
  equals `prisma migrate diff` between main's schema and this one.
- reserveBooking: `isSelfServiceOrBase` became `alertsOrgOnReservation`
  (policy notifications.reservationAlertsAdmins: BASE + SELF_SERVICE), the
  same condition the PRD scopes approval to.
- edit-booking-form: main's useReservationIsRequest/useRoleAccess replace
  the old role booleans; the Approve button is gated on the shared
  `booking:approve` permission instead of "not Base/Self-service".
- mobile booking route: canCheckout keeps main's `writesBooking` and adds
  `!isPendingApproval`.
- checkout transaction: the in-tx approval gate sits after main's
  "nothing to check out" guard (main moved the model-request guard).
- approved email: resolves an actor ("Approved by") the way main's other
  lifecycle emails do.
- INTENT_VERB gains approve-booking; bookingSettings test factory gains
  requireBookingApproval; effective-access fixture now lists `approve`
  for ADMIN and OWNER (intended: the resolver short-circuit grants it).
Two additions on top of the revived booking approval feature.

Manager can approve: the MANAGER booking row in @shelf/permissions gains the
`approve` action, so the web Approve button, the approve-booking intent and the
mobile API all resolve the same answer. The effective-access fixture and
apps/docs/roles-and-permissions.md are regenerated. The mobile booking detail
payload gains `canApprove` (display-only in Companion v1).

Pending approval filter: the bookings status picker offers "Pending approval"
when the workspace requires approval. It is not a BookingStatus; the list
resolves it in SQL (RESERVED, approvedAt null, workspace toggle on) through the
shared where builder, so the list, select-all and CSV export agree.

Copy now says "administrator or manager" wherever it said "admin", and the
feature's em dashes are replaced with plain punctuation.
Resolves eight conflicts against main as of 2026-11-02:

- Bookings list filter: main added a derived "Expired" status option
  (EXPIRED_BOOKINGS_FILTER + bookingStatusFilterWhereParams). "Pending
  approval" now follows that pattern exactly: PENDING_APPROVAL_BOOKINGS_FILTER
  in modules/booking/constants.ts, accepted by getParamsValues, mapped to
  statuses [RESERVED] + pendingApprovalOnly, resolved in buildBookingsWhere.
- Booking status badge: main's label/to/Expired logic kept; a pending request
  adds the "Pending approval" badge beside it and drops the generic
  "subject to review" suffix.
- Emails: main routes subjects and companion pushes through
  modules/push/messages.ts by BookingEventType. REQUEST_RECEIVED and APPROVED
  get titles and push copy; recipients for a request are still resolved as a
  RESERVATION so the workspace broadcast fires.
- Partial checkout: main resolves expiry up front; the approval gate stays in
  the RESERVED branch before the status flip.
- approveBooking tests restore the suite's default settings mock after each
  case; the persistent mock leaked into main's new push assertion.
A reservation that waits for approval now toasts "Request sent" instead of
"Booking reserved", and the settings card names administrators and managers
as the approvers. Both found while driving the flows in a browser.
With the workspace switch off the status picker no longer offers Pending
approval, so a URL or saved filter cookie still carrying it showed the picker
at All over an empty list. The bookings index now redirects such a request to
the same list without the status, keeping every other filter.
A reservation request waiting for a decision was only marked on the bookings
pages. Now:

- Calendar: the request's bar is drawn amber and dashed, apart from the solid
  blue of an approved reservation, and its popover badge says Pending approval.
- Advanced asset index: the Upcoming bookings popover draws the request the
  same way.
- Sidebar: "View Bookings" carries the number of requests waiting, for the
  people who may approve (zero for everyone else, so nobody sees a count they
  cannot act on).
- Bookings list rows: no Check out button on a pending request; the service
  would refuse it.
- Send back with a reason: the Revert to draft dialog takes an optional note,
  sent in the custodian's email as "What to change" (HTML and text).
- Companion: POST /api/mobile/bookings/approve (same booking:approve
  permission and ownership check as the web intent) and an "Approve request"
  button on the booking screen when the server says the caller may decide.

Tests: row actions without Check out while pending, revert reason in the
email text, the mobile approve route.
@carlosvirreira carlosvirreira added the enhancement New feature or request label Nov 2, 2026
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Risk: No findings

This follow-up passes workspace permission grants into the remaining permission checks. It also adds Prisma schema models and a snapshot of the grants. I found no new security issues in the changes since the last review.

Sentinel reviewed b84f5d7 · Review settings

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Codex Review Summary

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📝 Code Review ✅ Completed 2026-11-02T15:33:08.461841Z 09a7c1c PR opened
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🩺 React Doctor — webapp

Findings on the files changed by this PR:

  • 0 errors
  • 3 warnings — advisory
⚠️ 3 warnings (click to expand)
  • react-doctor/no-giant-component (3)
    • apps/webapp/app/components/assets/assets-index/advanced-asset-columns.tsx:88
    • apps/webapp/app/emails/bookings-updates-template.tsx:93
    • apps/webapp/app/components/booking/forms/edit-booking-form.tsx:188

Run locally with pnpm webapp:doctor for a full scan, or cd apps/webapp && pnpm exec react-doctor . --diff for the same diff-only view.

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🩺 React Doctor — companion

Findings on the files changed by this PR:

  • 0 errors
  • 3 warnings — advisory
⚠️ 3 warnings (click to expand)
  • react-doctor/rn-no-legacy-expo-packages (1)
    • apps/companion/app/(tabs)/bookings/[id].tsx:34
  • react-doctor/prefer-useReducer (1)
    • apps/companion/app/(tabs)/bookings/[id].tsx:149
  • react-doctor/no-giant-component (1)
    • apps/companion/app/(tabs)/bookings/[id].tsx:149

Run locally with pnpm companion:doctor for a full scan, or cd apps/companion && pnpm exec react-doctor . --diff for the same diff-only view.

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💡 Codex Review

Here are some automated review suggestions for this pull request.

Reviewed commit: 09a7c1c2c0

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Comment on lines +13303 to +13306
organizationId,
status: BookingStatus.RESERVED,
approvedAt: null,
createdAt: { lte: createdBefore },

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P2 Badge Make the approval toggle and reservation sweep atomic

If a Base or Self-service user reserves an older draft after the setting update commits but before this sweep runs, reserveBooking correctly writes approvedAt: null, but this predicate still matches because createdAt is the time the draft was created, not the time it was reserved. The sweep then silently approves that new request without review. Run the setting change and sweep in one transaction, or identify the reservations that were already RESERVED before enabling the setting.

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Fixed in ee1f987. The action now reads the ids of the unapproved reservations before the setting is written and the sweep stamps exactly those ids, keeping the RESERVED and unapproved guards in the write. A draft reserved in the gap is no longer in the set, so it stays pending. Covered by a service test.

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Follow-up in 9093343: the sweep is gone altogether. Reservations made while the switch is off are stamped approved by reserveBooking in the same write, and a one-time migration (20261102150100_backfill_booking_approval) stamps the bookings that predate the feature. So turning the switch on has nothing to sweep: it cannot flag an old reservation, and it cannot swallow a request that was still waiting from an earlier on period (that request is simply pending again, which is what it is). The race this thread described no longer has a window.

Comment on lines +1086 to +1089
// True while this reservation request awaits a decision: the app
// renders a "Pending approval" badge and hides checkout.
isPendingApproval,
canApprove,

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P2 Badge Expose the approval requirement before mobile reservation

For a Base or Self-service user viewing a DRAFT in an approval-enabled workspace, this response only exposes the derived state after reservation. The Companion therefore cannot adapt its existing flow at apps/companion/app/(tabs)/bookings/[id].tsx:754-779, which still says “This confirms the booking” and reports “Reserved” even though the server created a request awaiting approval. Include a pre-reservation flag derived from the workspace setting and caller role, then use it for the prompt, button, and success copy.

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Fixed in ee1f987. The mobile booking detail sends reservationNeedsApproval for a DRAFT whose reservation by this caller would wait (workspace switch on and the caller's role is one whose reservations alert the workspace, the same rule reserveBooking applies). The Companion prompt, button and success message now read "Request reservation" / "Request sent" in that case.

…e as a request

Two Codex review findings on #3322.

The approval switch's sweep stamped reservations created before the switch,
by creation date. A draft older than the switch but reserved after it is a
real request and was stamped approved unseen. The action now reads the ids
of the unapproved reservations before writing the setting and sweeps exactly
those, with the RESERVED and unapproved guards kept in the write.

The mobile booking detail now sends `reservationNeedsApproval` for a draft
whose reservation by this caller would wait for a decision, and the
Companion's Reserve prompt, button and success message read as a request.
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Walkthrough

The change adds organization-level booking approval, approval actions for web and mobile, and pending-approval states across booking workflows. It also adds approval notifications, pending-request filters and indicators, and optional reasons when reverting bookings to draft.

Changes

Booking approval

Layer / File(s) Summary
Approval data, settings, and permissions
packages/database/prisma/*, packages/permissions/src/*, apps/webapp/app/modules/booking-settings/*, apps/webapp/app/routes/_layout+/settings.bookings.tsx, apps/webapp/app/components/booking/approval/approval-settings.tsx, apps/webapp/test/factories/bookingSettings.ts, apps/docs/roles-and-permissions.md
Booking records and settings gain approval fields. The settings page can update the approval requirement. The permission vocabulary and grants add approval permissions.
Reservation, approval, and checkout rules
apps/webapp/app/modules/booking/service.server.ts, apps/webapp/app/modules/booking/utils.server.ts, apps/webapp/app/utils/bookings.ts, apps/webapp/app/modules/booking/*test.ts, apps/webapp/app/modules/booking/bulk-check-in-out.server.ts
Reservation service logic records whether approval is pending. Approval actions update approval metadata. Checkout rejects pending bookings when approval is required. Tests cover approval checks and service behavior.
Web and mobile approval actions
apps/webapp/app/routes/_layout+/bookings.$bookingId.overview.tsx, apps/webapp/app/routes/api+/mobile+/bookings.*, apps/webapp/app/components/booking/approval/approve-booking-dialog.tsx, apps/webapp/app/components/booking/forms/edit-booking-form.tsx, apps/companion/app/(tabs)/bookings/[id].tsx, apps/companion/lib/api/*, apps/companion/lib/api/types.ts
The web route and mobile API accept approval actions. Web and companion booking screens show approval controls when the caller can approve.
Pending-request lists and status displays
apps/webapp/app/modules/booking/constants.ts, apps/webapp/app/routes/_layout+/bookings._index.tsx, apps/webapp/app/components/booking/*, apps/webapp/app/components/calendar/event-card.tsx, apps/webapp/app/routes/_layout+/calendar.tsx, apps/webapp/app/hooks/use-sidebar-nav-items.tsx, apps/webapp/app/components/layout/sidebar/parent-nav-item.tsx, apps/webapp/app/modules/asset/*, apps/webapp/app/utils/*, apps/webapp/app/modules/booking/bulk-select-all-matches-list.server.test.ts
Booking filters, navigation counts, badges, and calendar events now represent pending approval. Supporting tests cover filter parsing and pending-booking actions.
Approval notifications and draft reversion
apps/webapp/app/modules/booking/email-helpers.ts, apps/webapp/app/modules/booking/notification-recipients.server.ts, apps/webapp/app/modules/push/*, apps/webapp/app/emails/*, apps/webapp/app/components/booking/revert-to-draft-dialog.tsx
Email and push content covers received and approved requests. Reverting a booking to draft can include a reason in the form and email.

Estimated code review effort: 4 (Complex) | ~60 minutes

Change: Feature

Sequence Diagram(s)

sequenceDiagram
  participant Requester
  participant BookingService
  participant BookingDatabase
  participant Approver
  Requester->>BookingService: Submit reservation
  BookingService->>BookingDatabase: Save approval state
  BookingService-->>Requester: Send request notification
  Approver->>BookingService: Approve pending booking
  BookingService->>BookingDatabase: Record approver and approval time
  BookingService-->>Approver: Send approval notification
  Requester->>BookingService: Check out booking
  BookingService->>BookingDatabase: Check approval before checkout
Loading

Suggested reviewers: donkoko

Merge Risk: Low · previous review f8e1d

The approval changes are mergeable with a bounded testing follow-up: verify that a concurrent first scan still completes the second batch’s post-lock work. The identified production races predate this change.

Pre-merge checks: Passed 4 · Inconclusive 1

Failed Failed checks: 1 inconclusive

Check name Status Explanation Resolution
Docstring Coverage Inconclusive Docstring coverage is 68.57% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff with cyclomatic complexity of at least 2. Documenta… Write docstrings for the functions missing them to satisfy the coverage threshold.
Passed Passed checks: 4 passed
Check name Status Explanation
Description Check Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check Passed The title clearly and concisely describes the main change: adding booking approval for reservation requests.
Linked Issues check Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check Passed Check skipped because no linked issues were found for this pull request.
Full details: Docstring Coverage

Explanation

Docstring coverage is 68.57% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff with cyclomatic complexity of at least 2. Documentation-only edits and deletions within surviving functions are included; unchanged diff context and fully deleted functions are excluded. Analyzed 35 functions across 55 files. (1 skipped: 1 too large.)

Resolution

Write docstrings for the functions missing them to satisfy the coverage threshold.

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Follow-up Comments

Outside diff Remove a stale Pending approval filter on the calendar.

190-196: 🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Remove a stale Pending approval filter on the calendar.

If a user selects Pending approval and the workspace later disables approval, this loader still passes status=PENDING_APPROVAL to getBookingsForCalendar. The booking query requires approval to be enabled, so the calendar shows no events while the picker no longer offers that status. Apply the same stale-filter cleanup used by the bookings index before loading calendar events. (raw.githubusercontent.com)

Open the source location

🤖 Prompt for AI Agents
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minimal, and validate.

Review comment at @apps/webapp/app/routes/_layout+/calendar.tsx around lines 190
- 196:
Before calling getBookingsForCalendar in the calendar loader, apply the bookings
index’s stale-filter cleanup so PENDING_APPROVAL is removed when the workspace
has approval disabled. Preserve other selected filters and pass the cleaned
filter state to the calendar query.
Outside diff Hide every checkout action while approval is pending.

1737-1739: 🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Hide every checkout action while approval is pending.

If a reserved booking has assets left, canPartialCheckout remains true while booking.isPendingApproval is true. Companion still offers “Scan to Check Out” and “Select to Check Out”; its separate “Scan to assign & check out” condition also remains true. The checkout service refuses those submissions. Apply the pending-approval gate to all three affordances, not only the full-checkout flag. (raw.githubusercontent.com)

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Review comment at @apps/companion/app/(tabs)/bookings/[id].tsx around lines 1737
- 1739:
Update canPartialCheckout and the separate condition for “Scan to assign & check
out” to exclude bookings where booking.isPendingApproval is true. Ensure all
three checkout affordances—“Scan to Check Out,” “Select to Check Out,” and “Scan
to assign & check out”—remain hidden until approval is no longer pending.
Outside diff Report a reservation request as pending, not confirmed.

754-779: 🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Report a reservation request as pending, not confirmed.

If a Base or Self-service member reserves while approval is required, the service leaves approvedAt null. Companion still tells the member that Reserve “confirms the booking” and then displays “Reserved.” Use request wording and a pending-approval success message for that outcome. The mobile reserve response currently omits approvedAt, so expose the outcome there or fetch the updated detail before choosing the message. (raw.githubusercontent.com)

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Review comment at @apps/companion/app/(tabs)/bookings/[id].tsx around lines 754
- 779:
Update handleReserve to describe the action as a reservation request rather than
saying it confirms the booking. After api.reserveBooking succeeds, determine
whether approval is pending by exposing approvedAt in the reserve response or
fetching the updated booking detail; show a pending-approval success message
when approvedAt is null and retain the confirmed-reservation message otherwise.
  • Fix comments: Fix CodeRabbit comments on this PR

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Follow-up Comments

Outside diff Hide progressive checkout while approval is pending.

1748-1750: 🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Hide progressive checkout while approval is pending.

If a pending request has assets left to check out, canPartialCheckout remains true. Companion then offers “Scan to Check Out” and “Select to Check Out,” although the service refuses the transition. The “Scan to assign & check out” action also remains visible for a pending model reservation. Apply booking.isPendingApproval !== true to these checkout affordances; keep the server checks authoritative. (raw.githubusercontent.com)

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Review comment at @apps/companion/app/(tabs)/bookings/[id].tsx around lines 1748
- 1750:
Update canPartialCheckout to require booking.isPendingApproval !== true, and
apply the same pending-approval guard to the “Scan to assign & check out” action
for model reservations. Keep the server-side checks authoritative.
  • Fix comments: Fix CodeRabbit comments on this PR

Carlos Virreira added 2 commits November 3, 2026 09:36
From the repo's PR review pass (bugs, tests, conventions, security, impact):

- Drop the enable-time sweep. Reservations made while the switch is off are
  stamped approved by reserveBooking itself, and a one-time migration
  (20261102150100_backfill_booking_approval) stamps the bookings that predate
  the feature, so turning the switch on never flags an old reservation and
  never swallows a request left waiting from an earlier on period.
- Record BOOKING_APPROVED (new ActivityAction, enum migration) in the same
  transaction as the approval note, so reports see who approved and when.
- Bulk check-out from the list refuses a batch holding a pending request up
  front, instead of checking out the others and failing on it mid-loop.
- The sidebar count leaves out requests whose end date has passed.
- The scan check-out gate re-reads the booking row inside the transaction.
- Approved email reads "Booking request approved for <custodian>", since it
  also reaches the creator and named recipients.
- Pending badge, count pill and calendar bar draw from BADGE_COLORS.orange;
  the settings switch disables on its own fetcher; the revert dialog shares
  one Zod schema with the route and shows the server's validation error;
  getStatusClasses documents its options; the calendar reads the switch in
  parallel with the bookings; the mobile approve route returns the name the
  Companion type promises.

Tests: reserveBooking request vs self-approved writes and emails, the
checkoutBooking gate, bulk check-out refusal, the web approve and revert
intents, the mobile detail approval flags.
…pending status

When the approval switch is off, the bookings list drops a stale
status=PENDING_APPROVAL from the URL. The saved filter cookie still held it,
so the next visit restored the status and redirected back: a loop. The
redirect now rewrites the cookie from the cleaned query, or expires it when
nothing else is saved. Two tests cover both branches.

Companion: the reserve button's accessibility label now says "Request a
reservation" when the workspace requires approval, matching the visible text.

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Follow-up Comments

Minor follow-up Assert the approver ID in the self-approval reservation test.

4336-4340: 🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Assert the approver ID in the self-approval reservation test.

The test "approves an administrator's own reservation in the same write" checks only approvedAt: expect.any(Date) on the db.booking.update call. Because expect.objectContaining is a subset match, the test still passes if approvedBy: { connect: { id: userId } } is removed from the reserve write. Add that assertion so the test detects a lost approver.

🧪 Suggested test assertion
         await reserveBooking({
           ...mockReserveParams,
           alertsOrgOnReservation: false,
           userId: "admin-1",
         });
 
         expect(db.booking.update).toHaveBeenCalledWith(
           expect.objectContaining({
-            data: expect.objectContaining({ approvedAt: expect.any(Date) }),
+            data: expect.objectContaining({
+              approvedAt: expect.any(Date),
+              approvedBy: { connect: { id: "admin-1" } },
+            }),
           })
         );

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Review comment at @apps/webapp/app/modules/booking/service.server.test.ts around
lines 4336 - 4340:
Update the self-approval reservation test around reserveBooking to assert that
the db.booking.update call’s data includes approvedBy connected to the
administrator’s user ID, alongside the existing approvedAt assertion. Keep the
assertion scoped to the same write.
Nitpick Assert the approved booking name in the approve route test.

83-83: 🎯 Functional Correctness | 🔵 Trivial | 💤 Low value

Assert the approved booking name in the approve route test.

The test stub returns name: "Camera kit", and the route's success payload includes booking.name. None of the test's response checks read body.booking.name, and the response type cast omits it. A route change that drops name would still pass this test.

Suggested fix
     const body = (await response.json()) as {
-      booking: { id: string; status: string; approvedAt: string };
+      booking: {
+        id: string;
+        name: string;
+        status: string;
+        approvedAt: string;
+      };
     };
+    expect(body.booking.name).toBe("Camera kit");
     expect(body.booking.status).toBe("RESERVED");

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Review comment at
@apps/webapp/test/routes-tests/api+/mobile+/bookings.approve.test.ts at line 83:
Update the approve route test’s response type and assertions to include
`booking.name`, and assert it equals the stubbed “Camera kit” value so the test
verifies the success payload preserves the booking name.
Nitpick Add a test for the transaction-time approval gate.

5237-5241: 📐 Maintainability & Code Quality | 🔵 Trivial | ⚡ Quick win

Add a test for the transaction-time approval gate.

The new test stops at the pre-transaction gate, so the re-read in checkoutBookingWritesWithinTx never runs. No existing test sends a pending re-read through checkout. Add a case where the outer read is approved and the transactional re-read returns approvedAt: null with requireBookingApproval enabled. Expect the not been approved yet rejection.

Coverage note

This gap is test coverage for a gate that currently works. It does not block merge.

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Review comment at @apps/webapp/app/modules/booking/service.server.test.ts around
lines 5237 - 5241:
Add a test for the transaction-time approval gate in checkoutBooking: make the
outer booking read approved, have the transactional re-read in
checkoutBookingWritesWithinTx return approvedAt: null with
requireBookingApproval enabled, and assert checkoutBooking rejects with the
existing “not been approved yet” message.
  • Fix comments: Fix CodeRabbit comments on this PR

…he snapshot

The scanner's first scan of a RESERVED booking now locks the row inside the
transaction and branches on that status: a revert to draft or a cancellation
that committed since the pre-transaction read refuses the scan, a concurrent
first scan is not repeated, and the approval gate reads the fresh row with no
fallback to the snapshot. Three partial check-out tests cover these races.

Also from review: the approve route test asserts the success payload, the
settings card says a request waiting when the switch is turned off needs a
decision again when it is turned back on, and the revert dialog shows only a
server error that arrived after it was opened.

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  • Fix comments: Fix CodeRabbit comments on this PR

The redirect kept the page number of the filtered list; the unfiltered list may have fewer pages and would render empty. The lockstep test now sends page=3 and expects it gone.

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Follow-up Comments

Minor follow-up Lock the booking before the asset flip for ONGOING and OVERDUE scans.

11533-11542: Minor · Data Integrity & Integration · Quick win

Lock the booking before the asset flip for ONGOING and OVERDUE scans.

The status lock runs only when the pre-transaction snapshot is RESERVED. A cancellation that commits after an ONGOING or OVERDUE snapshot does not stop the scan. The scan can then flip an AVAILABLE asset to CHECKED_OUT on a CANCELLED booking. Run the locked status check for every snapshot status, before the asset flip.

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Review comment at @apps/webapp/app/modules/booking/service.server.ts around
lines 11533 - 11542:
Move the lockBookingForStatusCheck call out of the RESERVED-only path so every
snapshot status is checked under lock before the asset flip. Preserve the
existing status validation and ensure a cancellation committed after an ONGOING
or OVERDUE snapshot prevents the asset from being changed to CHECKED_OUT.
Minor follow-up Serialize booking removals with the booking lock, and recheck membership under that lock in partial…

11561-11561: Minor · Data Integrity & Integration · Heavy lift

Serialize booking removals with the booking lock, and recheck membership under that lock in partial check-out.

partialCheckoutBooking validates scanned ids against a snapshot read before its transaction. It flips scanned INDIVIDUAL assets to CHECKED_OUT by asset id alone, and only then takes lockBookingForStatusCheck. removeAssets deletes BookingAsset rows without taking that lock. Its status read is a plain read. A removal that commits after the snapshot can therefore leave a scanned unit checked out, with a checkout session for a slice that no longer exists. Locking in partial check-out alone does not close this, because the removal does not wait for that lock.

Take the same booking lock in removeAssets before it reads the status or deletes rows. The status read then sees the committed result of any concurrent checkout:

Suggested fix in removeAssets
     await db.$transaction(async (tx) => {
+      await lockBookingForStatusCheck(tx, id, organizationId);
       // Read the source booking's status under the SAME tx snapshot used by
       // `bookingAsset.deleteMany` below. Doing it inside the tx removes the

In partialCheckoutBooking, move the booking lock ahead of the INDIVIDUAL flip. Under that lock, re-read the booking's BookingAsset rows and reject any scanned asset id that has no row on this booking, using the same 400 error as the pre-transaction check. Taking the booking lock before the asset writes matches the lock order in removeAssets.

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Review comment at @apps/webapp/app/modules/booking/service.server.ts at line
11561:
Update removeAssets to acquire lockBookingForStatusCheck within its transaction
before reading booking status or deleting BookingAsset rows. In
partialCheckoutBooking, acquire the same booking lock before flipping INDIVIDUAL
assets, then re-read this booking’s BookingAsset rows under the lock and reject
scanned asset IDs no longer present with the existing 400 error.
Nitpick Assert the partial check-out note in the concurrent first-scan test.

691-695: Trivial · Maintainability & Code Quality · Quick win

Assert the partial check-out note in the concurrent first-scan test.

The test sets the locked row to ONGOING and asserts only that no ONGOING update is issued. If partialCheckoutBooking returned after the locked read, this test would still pass. On this path the service still writes the performed a partial check-out note through createSystemBookingNote. The module mock and its import are already in place, and vitest.clearAllMocks() in the suite beforeEach clears earlier calls, so the assertion checks only this test's call.

Suggested test addition
-    expect.assertions(1);
+    expect.assertions(2);
 
     (
       db.booking.findUniqueOrThrow as ReturnType<typeof vitest.fn>
     ).mockResolvedValue(reservedBooking);
     (db.$queryRaw as ReturnType<typeof vitest.fn>).mockResolvedValueOnce([
       { status: BookingStatus.ONGOING },
     ]);
 
     await partialCheckoutBooking({
       ...baseParams,
       assetIds: ["asset-1"],
     });
 
     expect(db.booking.update).not.toHaveBeenCalledWith(
       expect.objectContaining({
         data: expect.objectContaining({ status: BookingStatus.ONGOING }),
       })
     );
+    expect(createSystemBookingNote).toHaveBeenCalledWith(
+      expect.objectContaining({
+        content: expect.stringContaining("performed a partial check-out"),
+      }),
+      expect.anything()
+    );

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Review comment at
@apps/webapp/app/modules/booking/service.server.partial-checkout.test.ts around
lines 691 - 695:
In the concurrent first-scan test for partialCheckoutBooking, add an assertion
that createSystemBookingNote is called with content containing “performed a
partial check-out,” so the test verifies the service continues past the locked
read. Update the test’s expected assertion count to include this check.
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Commits

Reviewing files that changed from the base of the PR and between ea82dad and f8e1dca.

Files selected for processing: 7
  • apps/webapp/app/components/booking/approval/approval-settings.tsx
  • apps/webapp/app/components/booking/revert-to-draft-dialog.tsx
  • apps/webapp/app/modules/booking/bulk-select-all-matches-list.server.test.ts
  • apps/webapp/app/modules/booking/service.server.partial-checkout.test.ts
  • apps/webapp/app/modules/booking/service.server.ts
  • apps/webapp/app/routes/_layout+/bookings._index.tsx
  • apps/webapp/test/routes-tests/_layout+/bookings.$bookingId.overview.approve.test.ts
Files skipped from review as they are similar to previous changes: 1
  • apps/webapp/app/components/booking/approval/approval-settings.tsx

Included review availability: This review used your included allowance. Your plan provides up to 8 included reviews per hour; 5 remain after this review.

Carlos Virreira and others added 4 commits November 3, 2026 11:00
An administrator or manager is both the approver and the person handing the
gear over, so Approve then Check out was two clicks for one decision. When a
caller who holds booking:approve checks a pending request out (full check-out,
first scan, or a bulk batch) the request is stamped approved in the same
transaction, with the same system note and BOOKING_APPROVED event approveBooking
writes. A custodian who may not approve is still refused.

The row buttons, the booking page and the phone keep Check out for approvers
while a request is pending; the settings card says so. Tests cover the three
paths, the row buttons and the phone flags.
The single "Require approval" switch is replaced by two: Base users request
bookings (on by default) and Self service users request bookings (off by
default). A Base member never checks out themself, so the hand-over by an
administrator or manager was always the approval; the default only makes it
visible, and the approver's check-out approves the request in one step. Self
service members are trusted to serve themselves, so their gate is opt-in.

The role policy table gains bookings.approvalSetting (base, selfService, none)
and reserveBooking reads the actor's setting instead of the broadcast flag.
Pending still means RESERVED with no approvedAt while any switch is on. The
migration adds both columns, copies the old value to the Self service switch
and drops the old column. Tests and fixtures follow.
Main moved the bookings-list row buttons into the shared action rules
(resolveBookingActions). The pending-approval rule moves there: Check out on a
request still waiting is offered only to a viewer who may approve, since their
check-out approves it. Four cases pinned in booking-actions.test.ts.
…-revive

# Conflicts:
#	apps/docs/roles-and-permissions.md

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