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DOCX export refused: engagement not balanced

You clicked Export Word; the export refused with HTTP 422 and reason: "engagement_not_balanced".

What this means

The renderer reads the latest FsGeneratedStatement and asserts isBalanced = true. The most recent statement run did not balance.

Diagnose

sql
SELECT version_no, is_balanced, anomalies
  FROM fs_generated_statements
  WHERE engagement_id = '<engagementId>'
  ORDER BY version_no DESC LIMIT 1;
-- expect is_balanced = true; if false, inspect the anomalies array

Fix

  1. Open the Statements tab. The red not balanced banner names the imbalance.
  2. Follow Statements not balanced — almost always a sign-flip on a mapping.
  3. After fixing the mapping, regenerate statements. The new versionNo should land is_balanced = true.
  4. Regenerate notes if the statements changed materially.
  5. Re-export.

When to ship unbalanced

There is no production path that allows shipping an unbalanced statement. The reviewer-override flag (planned, behind a Senior Accountant action) would land the export with a banner warning on the cover — and this should be the rarest of escape hatches, used only when the imbalance is provably immaterial and within audit tolerance.

Internal use only — BreezyCorp