feat(import/export): article import + register export (xlsx/csv) (#750)
* feat(import/export): article import + register export (xlsx/csv)
Add CSV/Excel import for the article register (artiklar), mirroring the
existing customer/supplier import pipeline, plus Excel + CSV export for
articles, customers and suppliers.
Import (lib/import/articles + app/api/import/articles):
- Column auto-detection tuned to Fortnox/Visma/Bokio export headers,
Swedish-decimal price parsing, VAT snapped to {0,6,12,25}, type/unit
normalization.
- Dedup by article number then name; 23505 soft-skip; auto-number
backfill; revenue-account override kept only when active, otherwise
dropped with a warning (never mutates the chart of accounts).
- New "Artiklar" flow in the /import hub.
Export (app/api/export/* + lib/export/register-export):
- Read-only xlsx (default) / csv (?format=csv, UTF-8 BOM) downloads.
- Headers chosen so files round-trip back through the importer.
- "Exportera" menu added to the articles, customers and suppliers pages.
Refs #746. Direct Fortnox/Visma API article fetch tracked in #749.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(import/export): address PR review — lint ratchet + export hardening
- xlsx-export: keep `SheetSpec<any>` on the eslint-disabled line (fixes the
core-only lint ratchet regression: no-explicit-any 16 -> 15) and define
UTF8_BOM as an explicit `` escape instead of a raw BOM character.
- export routes (articles/customers/suppliers): move the data queries inside
the try/catch, add `Cache-Control: no-store`, and emit a `register exported`
audit log line (entity, format, rowCount).
- articles parse route: validate `column_overrides` against a Zod schema before
trusting it to drive the parser.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* fix(import): drop öre-round pattern on article column-detector confidence
The confidence score is a 0-1 heuristic, not money, and is only compared
against the 0.8 skip-mapping threshold. Removing the Math.round(x*100)/100
form clears the core-only antipattern ratchet (naive-ore-round 660 -> 659).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* feat(import): flag adjusted VAT rows in the article import edit step
Surface VAT snapping/defaulting per row, not just as a file-level warning:
the parser sets `vat_rate_adjusted`, the edit step highlights those rows'
VAT selector and shows a count banner, and confirming a rate clears the flag.
Addresses the Swedish-compliance review note that silent snapping could
otherwise store a wrong VAT rate at scale.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
co-authored by
Claude Opus 4.8
parent
7aa37fd3b8
commit
2d6ddeafc5
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import { describe, it, expect, vi, beforeEach } from 'vitest'
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import {
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createMockRequest,
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parseJsonResponse,
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createQueuedMockSupabase,
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} from '@/tests/helpers'
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const { supabase: mockSupabase, enqueue, reset } = createQueuedMockSupabase()
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vi.mock('@/lib/supabase/server', () => ({
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createClient: () => Promise.resolve(mockSupabase),
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}))
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vi.mock('@/lib/init', () => ({ ensureInitialized: vi.fn() }))
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vi.mock('@/lib/auth/require-write', () => ({
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requireWritePermission: vi.fn().mockResolvedValue({ ok: true }),
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}))
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vi.mock('@/lib/company/context', () => ({
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requireCompanyId: vi.fn().mockResolvedValue('company-1'),
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getActiveCompanyId: vi.fn().mockResolvedValue('company-1'),
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}))
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const mockEmit = vi.fn().mockResolvedValue(undefined)
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vi.mock('@/lib/events', () => ({ eventBus: { emit: (...a: unknown[]) => mockEmit(...a) } }))
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const mockFetchAllRows = vi.fn()
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vi.mock('@/lib/supabase/fetch-all', () => ({
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fetchAllRows: (...a: unknown[]) => mockFetchAllRows(...a),
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}))
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const mockEnsureArticleNumber = vi.fn().mockResolvedValue('AUTO-1')
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vi.mock('@/lib/articles/ensure-article-number', () => ({
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ensureArticleNumber: (...a: unknown[]) => mockEnsureArticleNumber(...a),
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}))
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const mockCheckRevenueAccount = vi.fn().mockResolvedValue('ok')
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vi.mock('@/lib/articles/validate-revenue-account', () => ({
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checkRevenueAccount: (...a: unknown[]) => mockCheckRevenueAccount(...a),
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}))
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import { POST } from '../execute/route'
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const mockUser = { id: 'user-1', email: 'test@test.se' }
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function row(overrides: Record<string, unknown> = {}) {
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return {
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row_index: 2,
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name: 'Konsulttimme',
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name_en: null,
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article_number: null,
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type: 'tjanst',
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unit: 'tim',
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price_excl_vat: 950,
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vat_rate: 25,
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revenue_account: null,
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cost_price: null,
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ean: null,
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housework_type: null,
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notes: null,
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...overrides,
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}
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}
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function makeRequest(body: unknown) {
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return createMockRequest('/api/import/articles/execute', { method: 'POST', body })
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}
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describe('POST /api/import/articles/execute', () => {
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beforeEach(() => {
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vi.clearAllMocks()
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reset()
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mockSupabase.auth.getUser.mockResolvedValue({ data: { user: mockUser } })
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mockFetchAllRows.mockResolvedValue([])
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mockCheckRevenueAccount.mockResolvedValue('ok')
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mockEnsureArticleNumber.mockResolvedValue('AUTO-1')
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})
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it('returns 401 for unauthenticated requests', async () => {
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mockSupabase.auth.getUser.mockResolvedValue({ data: { user: null } })
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const res = await POST(makeRequest({ rows: [row()], update_duplicates: false }))
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const { status } = await parseJsonResponse(res)
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expect(status).toBe(401)
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})
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it('returns 400 for an empty rows array', async () => {
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const res = await POST(makeRequest({ rows: [], update_duplicates: false }))
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const { status } = await parseJsonResponse(res)
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expect(status).toBe(400)
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})
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it('creates new articles and emits article.created', async () => {
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enqueue({ data: { id: 'a1', name: 'Konsulttimme', article_number: null } })
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enqueue({ data: { id: 'a2', name: 'Skruv', article_number: 'A-200' } })
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const res = await POST(makeRequest({
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rows: [row(), row({ row_index: 3, name: 'Skruv', article_number: 'A-200', type: 'vara' })],
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update_duplicates: false,
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}))
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const { status, body } = await parseJsonResponse(res)
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expect(status).toBe(200)
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expect(body.data.created).toBe(2)
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expect(body.data.failed).toBe(0)
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expect(mockEmit).toHaveBeenCalledTimes(2)
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// The numberless row gets auto-numbered; the one with A-200 does not.
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expect(mockEnsureArticleNumber).toHaveBeenCalledTimes(1)
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})
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it('skips a duplicate matched by article number when update_duplicates is false', async () => {
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mockFetchAllRows.mockResolvedValue([{ id: 'x', name: 'Existing', article_number: 'A-1' }])
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const res = await POST(makeRequest({
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rows: [row({ article_number: 'A-1' })],
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update_duplicates: false,
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}))
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const { status, body } = await parseJsonResponse(res)
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expect(status).toBe(200)
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expect(body.data.skipped).toBe(1)
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expect(body.data.created).toBe(0)
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})
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it('updates a duplicate matched by article number when update_duplicates is true', async () => {
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mockFetchAllRows.mockResolvedValue([{ id: 'x', name: 'Old', article_number: 'A-1' }])
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enqueue({ data: { id: 'x', name: 'New name', article_number: 'A-1' } })
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const res = await POST(makeRequest({
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rows: [row({ article_number: 'A-1', name: 'New name' })],
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update_duplicates: true,
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}))
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const { status, body } = await parseJsonResponse(res)
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expect(status).toBe(200)
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expect(body.data.updated).toBe(1)
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expect(body.data.created).toBe(0)
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})
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it('matches a duplicate by name (case-insensitive)', async () => {
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mockFetchAllRows.mockResolvedValue([{ id: 'x', name: 'Konsulttimme', article_number: null }])
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const res = await POST(makeRequest({
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rows: [row({ name: 'KONSULTTIMME' })],
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update_duplicates: false,
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}))
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const { status, body } = await parseJsonResponse(res)
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expect(status).toBe(200)
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expect(body.data.skipped).toBe(1)
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})
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it('treats a 23505 unique violation as a soft skip', async () => {
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enqueue({ data: null, error: { code: '23505', message: 'duplicate key' } })
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const res = await POST(makeRequest({
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rows: [row({ article_number: 'A-DUP' })],
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update_duplicates: false,
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}))
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const { status, body } = await parseJsonResponse(res)
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expect(status).toBe(200)
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expect(body.data.skipped).toBe(1)
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expect(body.data.failed).toBe(0)
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})
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it('drops an inactive/unknown revenue account and records a warning', async () => {
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mockCheckRevenueAccount.mockResolvedValue('activatable')
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enqueue({ data: { id: 'a1', name: 'Konsulttimme', article_number: 'A-1' } })
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const res = await POST(makeRequest({
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rows: [row({ article_number: 'A-1', revenue_account: '3999' })],
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update_duplicates: false,
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}))
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const { status, body } = await parseJsonResponse(res)
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expect(status).toBe(200)
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expect(body.data.created).toBe(1)
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expect(body.data.warnings.length).toBeGreaterThan(0)
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expect(body.data.warnings[0]).toContain('3999')
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})
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})
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