fix(invoices): migrated paid invoice no longer reads as unpaid under Betalningar (#2213) (#2344)

* fix(invoices): migrated paid invoice no longer reads as unpaid under Betalningar The Betalningar row on the customer invoice page rendered "Inga registrerade betalningar ännu" whenever invoice_payments had no row, even under a header saying Betald / Betalning mottagen / Återstår 0 kr. A migrated invoice that was paid in the previous system is exactly that state: the provider migration writes status, paid_amount and paid_at from the source and nothing else, while invoice_payments is written only by Accounted's own settlement paths (all fail-closed). "Settled with zero rows" therefore never means "no payment yet"; it means the payment was recorded where this ledger never saw it. lib/invoices/payment-history-gap.ts classifies that state from the data (no provenance column): settled + zero rows + no posted invoice_paid / invoice_cash_payment voucher keyed on the invoice renders one line, "Betald {date}, före migreringen till Accounted" (partial and undated variants); settled + zero rows + such vouchers (#2019 leftovers) lists the vouchers in place of the rows, linked to the verifikat; a failed lookup says the history could not be loaded instead of asserting either. payment_status_empty is removed from both locales: no reachable state renders it any more. Closes #2213 Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_019SaJfqNi4VmsG8FMKq99G6 * fix(invoices): log a failed payment voucher lookup instead of returning null silently fetchInvoicePaymentVouchers returned null on a DB error with no trace, so a failure behind "Betalningshistoriken kunde inte hämtas" was invisible. Warn with the invoice id and the error code/message (no invoice content), and assert it in the test. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-06 18:50:57 +02:00
parent b2d3a3e273
commit 82d25b7dee
5 changed files with 321 additions and 8 deletions
@@ -28,6 +28,11 @@ import { isEditableInvoiceDraft } from '@/lib/invoices/is-editable-draft'
 import { creditNoteNeedsJournalEntry } from '@/lib/invoices/issue-credit-note'
 import { getCreditNoteSendMode } from '@/lib/invoices/credit-note-send-mode'
 import { canCopyInvoice } from '@/lib/invoices/copy-invoice'
+import {
+  classifyPaymentHistoryGap,
+  fetchInvoicePaymentVouchers,
+  type PaymentVoucherRef,
+} from '@/lib/invoices/payment-history-gap'
 import { effectiveQuoteStatus, isQuoteExpired } from '@/lib/invoices/quote-status'
 import type { QuoteStatus } from '@/types'
 import {
@@ -184,13 +189,19 @@ export default function InvoiceDetailPage({ params }: { params: Promise<{ id: st
    Array<{
      id: string
      payment_date: string
-      amount: number
+      // null for a voucher standing in for a missing sub-ledger row (#2019
+      // leftovers): the voucher's settlement amount needs its lines.
+      amount: number | null
      currency: string
      journal_entry_id: string | null
      voucher_series: string | null
      voucher_number: number | null
    }>
  >([])
+  // Posted payment vouchers keyed on this invoice, for the case where the
+  // header reads paid but no payment row exists (#2213): null when either
+  // lookup failed, so the row never asserts a provenance it cannot know.
+  const [paymentVouchers, setPaymentVouchers] = useState<PaymentVoucherRef[] | null>([])
  // ROT/RUT begäran rows this invoice is part of (fakturamodellen). Empty
  // for invoices without a deduction and for claimed invoices whose begäran
  // has not been generated yet; the Skattereduktion card reads it.
@@ -368,7 +379,14 @@ export default function InvoiceDetailPage({ params }: { params: Promise<{ id: st

    // Invoice, reminders, payments, and deliveries all key on the route id: one
    // parallel batch. Only the follow-ups below need the invoice row.
-    const [{ data, error }, { data: reminderData }, { data: paymentData }, deliveryData, { data: payoutData }] =
+    const [
+      { data, error },
+      { data: reminderData },
+      { data: paymentData, error: paymentError },
+      deliveryData,
+      { data: payoutData },
+      paymentVoucherData,
+    ] =
      await Promise.all([
        supabase
          .from('invoices')
@@ -404,6 +422,9 @@ export default function InvoiceDetailPage({ params }: { params: Promise<{ id: st
            'id, requested_amount, decided_amount, request:rot_rut_payout_requests(status, name, created_at, submitted_at, decided_at)',
          )
          .eq('invoice_id', id),
+        // Payment vouchers keyed on the invoice: what the Betalningar row
+        // falls back to when the header reads paid but no row exists.
+        fetchInvoicePaymentVouchers(supabase, id),
      ])

    // A newer fetch owns the page now (pager step or later refresh): commit
@@ -454,6 +475,9 @@ export default function InvoiceDetailPage({ params }: { params: Promise<{ id: st
        })),
      )
    }
+    // A failed rows query leaves `payments` at its previous value, so the
+    // count alone cannot say "no rows"; null here makes the gap unreadable.
+    setPaymentVouchers(paymentError ? null : paymentVoucherData)

    type PayoutRow = {
      id: string
@@ -1395,6 +1419,27 @@ export default function InvoiceDetailPage({ params }: { params: Promise<{ id: st
  const canConvertQuote = canDecideQuote && quoteStatus !== 'declined'
  // #1693: only a fully paid faktura has a betalningsbekräftelse to offer.
  const canSendPaymentConfirmation = isPaymentConfirmationEligible(invoice)
+  // Paid header but no payment row (#2213): the row must state where the
+  // payment lives instead of implying none happened. When vouchers settled
+  // the invoice here without a row, they stand in for the rows.
+  const paymentGap = classifyPaymentHistoryGap({
+    status: invoice.status,
+    paid_at: invoice.paid_at,
+    paymentRows: payments.length,
+    paymentVouchers,
+  })
+  const paymentHistory =
+    paymentGap.kind === 'vouchers_without_rows'
+      ? paymentGap.vouchers.map((v) => ({
+          id: v.id,
+          payment_date: v.entry_date,
+          amount: null,
+          currency: invoice.currency,
+          journal_entry_id: v.id,
+          voucher_series: v.voucher_series,
+          voucher_number: v.voucher_number,
+        }))
+      : payments
  const isCreditNote = !!invoice.credited_invoice_id
  const booksOnIssue = isCreditNote
    ? !!originalInvoice && creditNoteNeedsJournalEntry(accountingMethod, originalInvoice)
@@ -2347,11 +2392,23 @@ export default function InvoiceDetailPage({ params }: { params: Promise<{ id: st
            </span>
          </DefRow>
          <DefRow label={t('payment_status_payments_heading')} className="items-baseline">
-            {payments.length === 0 ? (
-              <span className="text-muted-foreground">{t('payment_status_empty')}</span>
+            {paymentGap.kind === 'settled_before_accounted' ? (
+              // Migrated in as paid: the payment is in the previous system's
+              // books, so there is nothing to register here. One dated line;
+              // "inga registrerade ännu" read as still unpaid under a paid
+              // header (#2213).
+              <span className="text-muted-foreground">
+                {!paymentGap.full
+                  ? t('payment_status_partial_before_migration')
+                  : paymentGap.paid_at
+                    ? t('payment_status_before_migration', { date: formatDate(paymentGap.paid_at) })
+                    : t('payment_status_before_migration_undated')}
+              </span>
+            ) : paymentGap.kind === 'unreadable' ? (
+              <span className="text-muted-foreground">{t('payment_status_unavailable')}</span>
            ) : (
              <ul className="divide-y divide-border">
-                {payments.map((p) => {
+                {paymentHistory.map((p) => {
                  const voucherLabel =
                    p.voucher_series && p.voucher_number != null
                      ? `${p.voucher_series}-${p.voucher_number}`
@@ -2359,7 +2416,9 @@ export default function InvoiceDetailPage({ params }: { params: Promise<{ id: st
                  return (
                    <li key={p.id} className="flex items-center gap-4 py-1.5 first:pt-0 last:pb-0">
                      <span className="tabular-nums text-muted-foreground">{formatDate(p.payment_date)}</span>
-                      <span className="tabular-nums">{formatCurrency(p.amount, p.currency)}</span>
+                      {p.amount != null && (
+                        <span className="tabular-nums">{formatCurrency(p.amount, p.currency)}</span>
+                      )}
                      {p.journal_entry_id && voucherLabel ? (
                        <Link
                          href={`/bookkeeping/${p.journal_entry_id}`}
@@ -0,0 +1,148 @@
+import { describe, it, expect, vi, beforeEach } from 'vitest'
+import type { SupabaseClient } from '@supabase/supabase-js'
+import { createQueuedMockSupabase } from '@/tests/helpers'
+
+const { mockLoggerWarn } = vi.hoisted(() => ({ mockLoggerWarn: vi.fn() }))
+vi.mock('@/lib/logger', () => ({
+  createLogger: () => ({
+    info: vi.fn(),
+    warn: mockLoggerWarn,
+    error: vi.fn(),
+    child: vi.fn().mockReturnThis(),
+  }),
+}))
+
+import {
+  classifyPaymentHistoryGap,
+  fetchInvoicePaymentVouchers,
+  type PaymentVoucherRef,
+} from '../payment-history-gap'
+import { PAYMENT_VOUCHER_SOURCE_TYPES } from '../backfill-invoice-payment-rows'
+
+const voucher: PaymentVoucherRef = {
+  id: 'je-1',
+  entry_date: '2025-03-12',
+  voucher_series: 'A',
+  voucher_number: 217,
+}
+
+describe('classifyPaymentHistoryGap', () => {
+  it('is none for an unsettled invoice, whatever the rows say', () => {
+    for (const status of ['draft', 'sent', 'overdue', 'cancelled', 'credited']) {
+      expect(
+        classifyPaymentHistoryGap({ status, paymentRows: 0, paymentVouchers: [] }),
+      ).toEqual({ kind: 'none' })
+      expect(
+        classifyPaymentHistoryGap({ status, paymentRows: null, paymentVouchers: null }),
+      ).toEqual({ kind: 'none' })
+    }
+  })
+
+  it('is none when payment rows exist: the list is the truth', () => {
+    expect(
+      classifyPaymentHistoryGap({
+        status: 'paid',
+        paid_at: '2025-03-12T12:00:00Z',
+        paymentRows: 1,
+        paymentVouchers: [voucher],
+      }),
+    ).toEqual({ kind: 'none' })
+    // Rows exist, so the voucher lookup's outcome is irrelevant.
+    expect(
+      classifyPaymentHistoryGap({ status: 'partially_paid', paymentRows: 2, paymentVouchers: null }),
+    ).toEqual({ kind: 'none' })
+  })
+
+  it('reports a migrated invoice paid before Accounted had it (#2213)', () => {
+    expect(
+      classifyPaymentHistoryGap({
+        status: 'paid',
+        paid_at: '2025-03-12T12:00:00Z',
+        paymentRows: 0,
+        paymentVouchers: [],
+      }),
+    ).toEqual({ kind: 'settled_before_accounted', paid_at: '2025-03-12T12:00:00Z', full: true })
+  })
+
+  it('keeps the partial flag for a migrated partly paid invoice and tolerates a missing date', () => {
+    expect(
+      classifyPaymentHistoryGap({ status: 'partially_paid', paymentRows: 0, paymentVouchers: [] }),
+    ).toEqual({ kind: 'settled_before_accounted', paid_at: null, full: false })
+    expect(
+      classifyPaymentHistoryGap({ status: 'paid', paid_at: null, paymentRows: 0, paymentVouchers: [] }),
+    ).toEqual({ kind: 'settled_before_accounted', paid_at: null, full: true })
+  })
+
+  it('shows the vouchers when the invoice was settled here but the row is missing (#2019 leftovers)', () => {
+    const second = { ...voucher, id: 'je-2', entry_date: '2025-04-01', voucher_number: 260 }
+    expect(
+      classifyPaymentHistoryGap({
+        status: 'paid',
+        paid_at: '2025-04-01T12:00:00Z',
+        paymentRows: 0,
+        paymentVouchers: [voucher, second],
+      }),
+    ).toEqual({ kind: 'vouchers_without_rows', vouchers: [voucher, second] })
+  })
+
+  it('never asserts a provenance when a lookup failed', () => {
+    expect(
+      classifyPaymentHistoryGap({ status: 'paid', paymentRows: null, paymentVouchers: [] }),
+    ).toEqual({ kind: 'unreadable' })
+    expect(
+      classifyPaymentHistoryGap({ status: 'paid', paymentRows: 0, paymentVouchers: null }),
+    ).toEqual({ kind: 'unreadable' })
+  })
+})
+
+describe('fetchInvoicePaymentVouchers', () => {
+  const { supabase, enqueue, reset, findCall, findCalls } = createQueuedMockSupabase()
+  const client = supabase as unknown as SupabaseClient
+
+  beforeEach(() => {
+    reset()
+    vi.clearAllMocks()
+  })
+
+  it('looks up posted payment vouchers keyed on the invoice, oldest first', async () => {
+    enqueue({ data: [voucher], error: null })
+
+    await expect(fetchInvoicePaymentVouchers(client, 'inv-1')).resolves.toEqual([voucher])
+
+    expect(findCall('journal_entries', 'select')).toEqual([
+      'id, entry_date, voucher_series, voucher_number',
+    ])
+    expect(findCalls('journal_entries', 'eq')).toEqual([
+      ['source_id', 'inv-1'],
+      ['status', 'posted'],
+    ])
+    expect(findCall('journal_entries', 'in')).toEqual([
+      'source_type',
+      [...PAYMENT_VOUCHER_SOURCE_TYPES],
+    ])
+    expect(findCall('journal_entries', 'order')).toEqual(['entry_date', { ascending: true }])
+  })
+
+  it('returns an empty list when nothing is keyed on the invoice', async () => {
+    enqueue({ data: [], error: null })
+    await expect(fetchInvoicePaymentVouchers(client, 'inv-1')).resolves.toEqual([])
+  })
+
+  it('returns null, not an empty list, when the lookup fails, and logs it', async () => {
+    enqueue({ data: null, error: { code: '57014', message: 'canceling statement due to statement timeout' } })
+    await expect(fetchInvoicePaymentVouchers(client, 'inv-1')).resolves.toBeNull()
+    // The failure must not be invisible: id and code, no invoice content.
+    expect(mockLoggerWarn).toHaveBeenCalledTimes(1)
+    expect(mockLoggerWarn).toHaveBeenCalledWith('payment voucher lookup failed', {
+      invoiceId: 'inv-1',
+      code: '57014',
+      message: 'canceling statement due to statement timeout',
+    })
+  })
+
+  it('does not log when the lookup merely finds nothing', async () => {
+    enqueue({ data: [], error: null })
+    await fetchInvoicePaymentVouchers(client, 'inv-1')
+    expect(mockLoggerWarn).not.toHaveBeenCalled()
+  })
+})
@@ -0,0 +1,100 @@
+import type { SupabaseClient } from '@supabase/supabase-js'
+import { createLogger } from '@/lib/logger'
+import { PAYMENT_VOUCHER_SOURCE_TYPES } from '@/lib/invoices/backfill-invoice-payment-rows'
+
+const log = createLogger('invoices/payment-history-gap')
+
+/**
+ * What the Betalningar row on a customer invoice should say when the invoice
+ * header reads paid but the AR sub-ledger (`invoice_payments`) has no row.
+ *
+ * The header state (`status`, `paid_amount`, `paid_at`) and the payment rows
+ * have different writers. Every settlement path inside Accounted writes the
+ * row fail-closed (lib/invoices/invoice-payment-row.ts), so a settled invoice
+ * with no row was settled somewhere this ledger never saw:
+ *
+ *  - a provider migration imports the invoice already paid (extensions/
+ *    general/arcim-migration mapSalesInvoice writes status, paid_amount and
+ *    paid_at from the source system and nothing else). No payment voucher
+ *    exists here either; the payment lives in the previous system's books.
+ *  - a "Markera som betald" from before the sub-ledger existed (#2019) left
+ *    a posted invoice_paid / invoice_cash_payment voucher with no row. The
+ *    backfill repaired the single-voucher cases; what remains still has the
+ *    voucher to show.
+ *
+ * Rendering "Inga registrerade betalningar ännu" under a paid header reads as
+ * "still unpaid" and contradicts the header (#2213). The classifier below
+ * turns the data state into the one honest line the row can carry instead.
+ * No provenance column is needed: the state itself is the marker.
+ */
+
+export interface PaymentVoucherRef {
+  id: string
+  entry_date: string
+  voucher_series: string | null
+  voucher_number: number | null
+}
+
+export type PaymentHistoryGap =
+  /** Rows exist (the list is the truth) or the invoice is not settled. */
+  | { kind: 'none' }
+  /** A lookup failed: say so rather than assert either provenance. */
+  | { kind: 'unreadable' }
+  /** Settled in Accounted, row missing: show the vouchers that settled it. */
+  | { kind: 'vouchers_without_rows'; vouchers: PaymentVoucherRef[] }
+  /** Settled before the invoice existed here: paid in the previous system. */
+  | { kind: 'settled_before_accounted'; paid_at: string | null; full: boolean }
+
+const SETTLED_STATUSES = new Set(['paid', 'partially_paid'])
+
+export function classifyPaymentHistoryGap(input: {
+  status: string
+  paid_at?: string | null
+  /** invoice_payments rows for the invoice; null when the lookup failed. */
+  paymentRows: number | null
+  /** Posted payment vouchers keyed on the invoice; null when the lookup failed. */
+  paymentVouchers: PaymentVoucherRef[] | null
+}): PaymentHistoryGap {
+  if (!SETTLED_STATUSES.has(input.status)) return { kind: 'none' }
+  if (input.paymentRows === null) return { kind: 'unreadable' }
+  if (input.paymentRows > 0) return { kind: 'none' }
+  if (input.paymentVouchers === null) return { kind: 'unreadable' }
+  if (input.paymentVouchers.length > 0) {
+    return { kind: 'vouchers_without_rows', vouchers: input.paymentVouchers }
+  }
+  return {
+    kind: 'settled_before_accounted',
+    paid_at: input.paid_at ?? null,
+    full: input.status === 'paid',
+  }
+}
+
+/**
+ * Posted payment vouchers the invoice engine keyed on this invoice
+ * (`source_id` = invoice id, `source_type` invoice_paid / invoice_cash_payment;
+ * the (source_type, source_id) index makes this a point lookup). Returns null
+ * when the query failed: unknown must never read as "no voucher".
+ */
+export async function fetchInvoicePaymentVouchers(
+  supabase: SupabaseClient,
+  invoiceId: string,
+): Promise<PaymentVoucherRef[] | null> {
+  const { data, error } = await supabase
+    .from('journal_entries')
+    .select('id, entry_date, voucher_series, voucher_number')
+    .eq('source_id', invoiceId)
+    .in('source_type', [...PAYMENT_VOUCHER_SOURCE_TYPES])
+    .eq('status', 'posted')
+    .order('entry_date', { ascending: true })
+  if (error) {
+    // The row then reads "kunde inte hämtas" instead of a provenance; the
+    // failure itself must not stay invisible (ids and codes only, no PII).
+    log.warn('payment voucher lookup failed', {
+      invoiceId,
+      code: error.code,
+      message: error.message,
+    })
+    return null
+  }
+  return (data ?? []) as PaymentVoucherRef[]
+}
@@ -4168,7 +4168,10 @@
    "payment_status_payments_heading": "Payments",
    "payment_status_view_voucher": "Voucher {label}",
    "payment_status_view_voucher_unlinked": "No voucher linked",
-    "payment_status_empty": "No payments recorded yet.",
+    "payment_status_before_migration": "Paid {date}, before the migration to Accounted.",
+    "payment_status_before_migration_undated": "Paid before the migration to Accounted.",
+    "payment_status_partial_before_migration": "Partly paid before the migration to Accounted.",
+    "payment_status_unavailable": "The payment history could not be loaded.",
    "payment_confirmation_hint": "A new document with a PAID stamp. The sent invoice is left untouched.",
    "payment_confirmation_download": "Download paid copy",
    "payment_confirmation_send": "Send payment confirmation",
@@ -4168,7 +4168,10 @@
    "payment_status_payments_heading": "Betalningar",
    "payment_status_view_voucher": "Verifikat {label}",
    "payment_status_view_voucher_unlinked": "Saknar verifikat",
-    "payment_status_empty": "Inga registrerade betalningar ännu.",
+    "payment_status_before_migration": "Betald {date}, före migreringen till Accounted.",
+    "payment_status_before_migration_undated": "Betald före migreringen till Accounted.",
+    "payment_status_partial_before_migration": "Delbetald före migreringen till Accounted.",
+    "payment_status_unavailable": "Betalningshistoriken kunde inte hämtas.",
    "payment_confirmation_hint": "Nytt dokument med BETALD-stämpel. Den skickade fakturan rörs inte.",
    "payment_confirmation_download": "Ladda ner betald kopia",
    "payment_confirmation_send": "Skicka betalningsbekräftelse",