fix: SIE import voucher range bugs + remove describe transaction (#161)
* fix: fix SIE import voucher range bugs from multi-tenant migration and remove describe transaction feature - Fix reserve_voucher_range RPC parameter mismatch (p_user_id → p_company_id) causing duplicate voucher errors - Fix create-accounts onConflict from user_id to company_id - Add reserve-then-adjust pattern: pre-reserve voucher range before batch insert, release unused range on partial failure - Add release_voucher_range DB function for safe rollback - Remove DescribeTransactionDialog, describe/batch-describe API routes, and related schemas (feature superseded) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — voucher range race condition and orphaned entries - Add p_reserved_highest upper-bound guard to release_voucher_range to prevent rolling back past numbers claimed by concurrent operations - Move highestInsertedVoucher tracking to after both headers AND lines succeed, preventing orphaned journal entries with no lines from being counted as "used" Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
co-authored by
Claude Opus 4.6
Claude Opus 4.6
parent
197beb1c58
commit
9dceb6285c
@@ -108,7 +108,7 @@ export async function POST(request: Request) {
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const { data: upserted, error } = await supabase
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.from('chart_of_accounts')
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.upsert(batch, {
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onConflict: 'user_id,account_number',
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onConflict: 'company_id,account_number',
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ignoreDuplicates: true,
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count: 'exact',
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})
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@@ -1,217 +0,0 @@
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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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createMockRouteParams,
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createQueuedMockSupabase,
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makeTransaction,
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parseJsonResponse,
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} from '@/tests/helpers'
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// Mock init
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vi.mock('@/lib/init', () => ({ ensureInitialized: vi.fn() }))
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// Mock counterparty template lookup
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vi.mock('@/lib/bookkeeping/counterparty-templates', () => ({
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findCounterpartyTemplate: vi.fn().mockResolvedValue(null),
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buildMappingResultFromCounterpartyTemplate: vi.fn(),
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formatCounterpartyName: vi.fn((name: string) => name),
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}))
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// Mock booking templates
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const mockFindMatchingTemplates = vi.fn().mockReturnValue([])
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vi.mock('@/lib/bookkeeping/booking-templates', () => ({
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findMatchingTemplates: (...args: unknown[]) => mockFindMatchingTemplates(...args),
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}))
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// Mock Supabase
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const mockCreateClient = vi.fn()
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vi.mock('@/lib/supabase/server', () => ({
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createClient: (...args: unknown[]) => mockCreateClient(...args),
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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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describe('POST /api/transactions/[id]/describe', () => {
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let POST: typeof import('../route').POST
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beforeEach(async () => {
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vi.clearAllMocks()
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const mod = await import('../route')
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POST = mod.POST
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})
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it('returns 401 when not authenticated', async () => {
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const { supabase } = createQueuedMockSupabase()
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supabase.auth.getUser.mockResolvedValue({
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data: { user: null },
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error: { message: 'Not authenticated' },
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})
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mockCreateClient.mockResolvedValue(supabase)
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const req = createMockRequest('/api/transactions/test-id/describe', {
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method: 'POST',
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body: { description: 'business lunch' },
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})
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const res = await POST(req, createMockRouteParams({ id: 'test-id' }))
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const { status, body } = await parseJsonResponse(res)
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expect(status).toBe(401)
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expect(body).toHaveProperty('error', 'Unauthorized')
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})
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it('returns 400 for invalid body (description too short)', async () => {
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const { supabase } = createQueuedMockSupabase()
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supabase.auth.getUser.mockResolvedValue({
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data: { user: { id: 'user-1' } },
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error: null,
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})
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mockCreateClient.mockResolvedValue(supabase)
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const req = createMockRequest('/api/transactions/test-id/describe', {
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method: 'POST',
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body: { description: 'ab' },
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})
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const res = await POST(req, createMockRouteParams({ id: 'test-id' }))
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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('returns 404 when transaction not found', async () => {
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const { supabase, enqueueMany } = createQueuedMockSupabase()
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supabase.auth.getUser.mockResolvedValue({
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data: { user: { id: 'user-1' } },
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error: null,
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})
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enqueueMany([
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// transaction fetch
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{ data: null, error: { message: 'Not found' } },
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])
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mockCreateClient.mockResolvedValue(supabase)
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const req = createMockRequest('/api/transactions/nonexistent/describe', {
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method: 'POST',
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body: { description: 'business lunch' },
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})
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const res = await POST(req, createMockRouteParams({ id: 'nonexistent' }))
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const { status, body } = await parseJsonResponse(res)
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expect(status).toBe(404)
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expect(body).toHaveProperty('error', 'Transaction not found')
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})
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it('returns template candidates on happy path', async () => {
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const tx = makeTransaction({
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id: 'tx-1',
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merchant_name: 'Restaurant XYZ',
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amount: -450,
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})
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mockFindMatchingTemplates.mockReturnValueOnce([
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{
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template: {
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id: 'restaurant_dining',
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name_sv: 'Restaurangbesök',
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name_en: 'Restaurant dining',
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group: 'representation',
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debit_account: '6071',
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credit_account: '1930',
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description_sv: 'Representation - restaurang',
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vat_rate: 0.12,
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vat_treatment: 'reduced_12',
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deductibility: 'conditional',
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deductibility_note_sv: null,
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special_rules_sv: null,
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risk_level: 'MEDIUM',
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},
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confidence: 0.82,
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},
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])
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const { supabase, enqueueMany } = createQueuedMockSupabase()
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supabase.auth.getUser.mockResolvedValue({
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data: { user: { id: 'user-1' } },
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error: null,
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})
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enqueueMany([
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// transaction fetch
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{ data: tx, error: null },
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// company_settings
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{ data: { entity_type: 'enskild_firma' }, error: null },
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// batch candidate count
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{ data: null, error: null, count: 3 },
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])
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mockCreateClient.mockResolvedValue(supabase)
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const req = createMockRequest('/api/transactions/tx-1/describe', {
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method: 'POST',
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body: { description: 'business lunch with client' },
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})
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const res = await POST(req, createMockRouteParams({ id: 'tx-1' }))
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const { status, body } = await parseJsonResponse<{ data: Record<string, unknown> }>(res)
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expect(status).toBe(200)
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expect(body.data.templates).toHaveLength(1)
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expect(body.data.needs_more_detail).toBe(false)
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expect(body.data.ai_suggestion).toBeNull()
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expect(body.data.user_description).toBe('business lunch with client')
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expect(body.data.batch_candidate_count).toBe(3)
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expect(body.data.merchant_name).toBe('Restaurant XYZ')
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})
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it('sets needs_more_detail when confidence is low', async () => {
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const tx = makeTransaction({ id: 'tx-2', merchant_name: null })
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mockFindMatchingTemplates.mockReturnValueOnce([
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{
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template: {
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id: 'misc',
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name_sv: 'Diverse',
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name_en: 'Miscellaneous',
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group: 'other',
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debit_account: '6991',
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credit_account: '1930',
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description_sv: 'Okategoriserad utgift',
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vat_rate: 0,
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vat_treatment: null,
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deductibility: 'full',
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deductibility_note_sv: null,
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special_rules_sv: null,
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risk_level: 'LOW',
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},
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confidence: 0.4,
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},
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])
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const { supabase, enqueueMany } = createQueuedMockSupabase()
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supabase.auth.getUser.mockResolvedValue({
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data: { user: { id: 'user-1' } },
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error: null,
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})
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enqueueMany([
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// transaction fetch
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{ data: tx, error: null },
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// company_settings
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{ data: { entity_type: 'enskild_firma' }, error: null },
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])
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mockCreateClient.mockResolvedValue(supabase)
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const req = createMockRequest('/api/transactions/tx-2/describe', {
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method: 'POST',
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body: { description: 'some kind of payment' },
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})
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const res = await POST(req, createMockRouteParams({ id: 'tx-2' }))
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const { status, body } = await parseJsonResponse<{ data: Record<string, unknown> }>(res)
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expect(status).toBe(200)
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expect(body.data.needs_more_detail).toBe(true)
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})
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})
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@@ -1,131 +0,0 @@
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import { createClient } from '@/lib/supabase/server'
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import { NextResponse } from 'next/server'
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import { ensureInitialized } from '@/lib/init'
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import { validateBody } from '@/lib/api/validate'
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import { DescribeTransactionSchema } from '@/lib/api/schemas'
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import { findMatchingTemplates } from '@/lib/bookkeeping/booking-templates'
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import { findCounterpartyTemplate, buildMappingResultFromCounterpartyTemplate, formatCounterpartyName } from '@/lib/bookkeeping/counterparty-templates'
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import { requireCompanyId } from '@/lib/company/context'
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import type { Transaction, EntityType } from '@/types'
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ensureInitialized()
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export async function POST(
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request: Request,
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{ params }: { params: Promise<{ id: string }> }
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) {
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const supabase = await createClient()
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const { id } = await params
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
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}
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const companyId = await requireCompanyId(supabase, user.id)
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const validation = await validateBody(request, DescribeTransactionSchema)
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if (!validation.success) return validation.response
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const { description } = validation.data
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// Fetch the transaction (validates ownership)
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const { data: transaction, error: fetchError } = await supabase
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.from('transactions')
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.select('*')
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.eq('id', id)
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.eq('company_id', companyId)
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.single()
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if (fetchError || !transaction) {
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return NextResponse.json({ error: 'Transaction not found' }, { status: 404 })
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}
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// Fetch entity type
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const { data: settings } = await supabase
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.from('company_settings')
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.select('entity_type')
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.eq('company_id', companyId)
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.single()
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const entityType: EntityType = (settings?.entity_type as EntityType) || 'enskild_firma'
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// Run template matching and counterparty lookup in parallel
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const [templates, counterpartyMatch] = await Promise.all([
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findMatchingTemplates(transaction as Transaction, entityType),
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findCounterpartyTemplate(supabase, user.id, transaction as Transaction),
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])
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// Build counterparty suggestion if matched
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let counterpartySuggestion: {
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id: string
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counterparty_name: string
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debit_account: string
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credit_account: string
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vat_treatment: string | null
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confidence: number
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occurrence_count: number
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source: string
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line_pattern: unknown[] | null
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} | null = null
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if (counterpartyMatch) {
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const tmpl = counterpartyMatch.template
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counterpartySuggestion = {
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id: tmpl.id,
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counterparty_name: formatCounterpartyName(tmpl.counterparty_name),
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debit_account: tmpl.debit_account,
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credit_account: tmpl.credit_account,
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vat_treatment: tmpl.vat_treatment,
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line_pattern: tmpl.line_pattern ?? null,
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confidence: counterpartyMatch.confidence,
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occurrence_count: tmpl.occurrence_count,
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source: tmpl.source,
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}
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}
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const needsMoreDetail = counterpartySuggestion
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? false
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: templates.length === 0 || templates[0].confidence < 0.55
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// Count uncategorized sibling transactions from same merchant
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let batchCandidateCount = 0
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if (transaction.merchant_name) {
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const { count } = await supabase
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.from('transactions')
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.select('id', { count: 'exact', head: true })
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.eq('company_id', companyId)
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.eq('merchant_name', transaction.merchant_name)
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.is('journal_entry_id', null)
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.neq('id', id)
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batchCandidateCount = count || 0
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}
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return NextResponse.json({
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data: {
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templates: templates.map((m) => ({
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template_id: m.template.id,
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name_sv: m.template.name_sv,
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name_en: m.template.name_en,
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group: m.template.group,
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debit_account: m.template.debit_account,
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credit_account: m.template.credit_account,
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confidence: m.confidence,
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description_sv: m.template.description_sv,
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vat_rate: m.template.vat_rate,
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vat_treatment: m.template.vat_treatment,
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deductibility: m.template.deductibility,
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deductibility_note_sv: m.template.deductibility_note_sv || null,
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special_rules_sv: m.template.special_rules_sv || null,
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risk_level: m.template.risk_level,
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})),
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counterparty_match: counterpartySuggestion,
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ai_suggestion: null,
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needs_more_detail: needsMoreDetail,
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user_description: description,
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batch_candidate_count: batchCandidateCount,
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merchant_name: transaction.merchant_name,
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},
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})
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}
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@@ -1,218 +0,0 @@
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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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createQueuedMockSupabase,
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makeTransaction,
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parseJsonResponse,
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} from '@/tests/helpers'
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import { eventBus } from '@/lib/events'
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// Mock init
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vi.mock('@/lib/init', () => ({ ensureInitialized: vi.fn() }))
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// Mock booking templates
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vi.mock('@/lib/bookkeeping/booking-templates', () => ({
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getTemplateById: vi.fn((id: string) => {
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if (id === 'office_supplies') {
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return {
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id: 'office_supplies',
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name_sv: 'Kontorsmaterial',
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name_en: 'Office supplies',
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group: 'office',
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debit_account: '6110',
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credit_account: '1930',
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fallback_category: 'expense_office',
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default_private: false,
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vat_treatment: 'standard_25',
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vat_rate: 0.25,
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deductibility: 'full',
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risk_level: 'LOW',
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requires_review: false,
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entity_applicability: 'all',
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direction: 'expense',
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}
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}
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return null
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}),
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buildMappingResultFromTemplate: vi.fn(() => ({
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rule: null,
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debit_account: '6110',
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credit_account: '1930',
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risk_level: 'LOW',
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confidence: 1.0,
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requires_review: false,
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default_private: false,
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vat_lines: [],
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description: 'Kontorsmaterial',
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})),
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}))
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// Mock transaction entries
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const mockCreateTransactionJournalEntry = vi.fn().mockResolvedValue({ id: 'je-1' })
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vi.mock('@/lib/bookkeeping/transaction-entries', () => ({
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createTransactionJournalEntry: (...args: unknown[]) => mockCreateTransactionJournalEntry(...args),
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}))
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// Mock mapping engine
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const mockSaveUserMappingRule = vi.fn().mockResolvedValue(undefined)
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vi.mock('@/lib/bookkeeping/mapping-engine', () => ({
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saveUserMappingRule: (...args: unknown[]) => mockSaveUserMappingRule(...args),
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}))
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// Mock Supabase — set up once, re-configure per test via auth mock + queue
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const mockCreateClient = vi.fn()
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vi.mock('@/lib/supabase/server', () => ({
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createClient: (...args: unknown[]) => mockCreateClient(...args),
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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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describe('POST /api/transactions/batch-describe', () => {
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let POST: typeof import('../route').POST
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beforeEach(async () => {
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vi.clearAllMocks()
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eventBus.clear()
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const mod = await import('../route')
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POST = mod.POST
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})
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it('returns 401 when not authenticated', async () => {
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const { supabase } = createQueuedMockSupabase()
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supabase.auth.getUser.mockResolvedValue({
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data: { user: null },
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error: { message: 'Not authenticated' },
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})
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mockCreateClient.mockResolvedValue(supabase)
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const req = createMockRequest('/api/transactions/batch-describe', {
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method: 'POST',
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body: {
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merchant_name: 'Staples',
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template_id: 'office_supplies',
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is_business: true,
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},
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})
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const res = await POST(req)
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const { status, body } = await parseJsonResponse(res)
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expect(status).toBe(401)
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expect(body).toHaveProperty('error', 'Unauthorized')
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})
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|
||||
it('returns 400 for invalid template_id', async () => {
|
||||
const { supabase } = createQueuedMockSupabase()
|
||||
supabase.auth.getUser.mockResolvedValue({
|
||||
data: { user: { id: 'user-1' } },
|
||||
error: null,
|
||||
})
|
||||
mockCreateClient.mockResolvedValue(supabase)
|
||||
|
||||
const req = createMockRequest('/api/transactions/batch-describe', {
|
||||
method: 'POST',
|
||||
body: {
|
||||
merchant_name: 'Staples',
|
||||
template_id: 'nonexistent_template',
|
||||
is_business: true,
|
||||
},
|
||||
})
|
||||
|
||||
const res = await POST(req)
|
||||
const { status, body } = await parseJsonResponse(res)
|
||||
|
||||
expect(status).toBe(400)
|
||||
expect(body).toHaveProperty('error', 'Invalid template_id')
|
||||
})
|
||||
|
||||
it('applies template to uncategorized merchant transactions', async () => {
|
||||
const tx1 = makeTransaction({ id: 'tx-1', merchant_name: 'Staples', amount: -299 })
|
||||
const tx2 = makeTransaction({ id: 'tx-2', merchant_name: 'Staples', amount: -150 })
|
||||
|
||||
const { supabase, enqueueMany } = createQueuedMockSupabase()
|
||||
supabase.auth.getUser.mockResolvedValue({
|
||||
data: { user: { id: 'user-1' } },
|
||||
error: null,
|
||||
})
|
||||
enqueueMany([
|
||||
// company_settings
|
||||
{ data: { entity_type: 'enskild_firma', fiscal_year_start_month: 1 }, error: null },
|
||||
// fetch uncategorized transactions
|
||||
{ data: [tx1, tx2], error: null },
|
||||
// fiscal period upsert for tx1
|
||||
{ data: null, error: null },
|
||||
// transaction update for tx1
|
||||
{ data: null, error: null },
|
||||
// fiscal period upsert for tx2
|
||||
{ data: null, error: null },
|
||||
// transaction update for tx2
|
||||
{ data: null, error: null },
|
||||
])
|
||||
mockCreateClient.mockResolvedValue(supabase)
|
||||
|
||||
const req = createMockRequest('/api/transactions/batch-describe', {
|
||||
method: 'POST',
|
||||
body: {
|
||||
merchant_name: 'Staples',
|
||||
template_id: 'office_supplies',
|
||||
is_business: true,
|
||||
user_description: 'office supplies purchase',
|
||||
},
|
||||
})
|
||||
|
||||
const res = await POST(req)
|
||||
const { status, body } = await parseJsonResponse<{ data: { applied: number; errors: string[] } }>(res)
|
||||
|
||||
expect(status).toBe(200)
|
||||
expect(body.data.applied).toBe(2)
|
||||
expect(body.data.errors).toHaveLength(0)
|
||||
|
||||
// Verify journal entries were created
|
||||
expect(mockCreateTransactionJournalEntry).toHaveBeenCalledTimes(2)
|
||||
|
||||
// Verify mapping rule was saved with user description
|
||||
expect(mockSaveUserMappingRule).toHaveBeenCalledWith(
|
||||
expect.anything(),
|
||||
'company-1',
|
||||
'Staples',
|
||||
'6110',
|
||||
'1930',
|
||||
false,
|
||||
'office supplies purchase',
|
||||
'office_supplies'
|
||||
)
|
||||
})
|
||||
|
||||
it('returns 0 applied when no uncategorized transactions exist', async () => {
|
||||
const { supabase, enqueueMany } = createQueuedMockSupabase()
|
||||
supabase.auth.getUser.mockResolvedValue({
|
||||
data: { user: { id: 'user-1' } },
|
||||
error: null,
|
||||
})
|
||||
enqueueMany([
|
||||
// company_settings
|
||||
{ data: { entity_type: 'enskild_firma', fiscal_year_start_month: 1 }, error: null },
|
||||
// fetch uncategorized transactions — empty
|
||||
{ data: [], error: null },
|
||||
])
|
||||
mockCreateClient.mockResolvedValue(supabase)
|
||||
|
||||
const req = createMockRequest('/api/transactions/batch-describe', {
|
||||
method: 'POST',
|
||||
body: {
|
||||
merchant_name: 'Unknown Merchant',
|
||||
template_id: 'office_supplies',
|
||||
is_business: true,
|
||||
},
|
||||
})
|
||||
|
||||
const res = await POST(req)
|
||||
const { status, body } = await parseJsonResponse<{ data: { applied: number } }>(res)
|
||||
|
||||
expect(status).toBe(200)
|
||||
expect(body.data.applied).toBe(0)
|
||||
})
|
||||
})
|
||||
@@ -1,179 +0,0 @@
|
||||
import { createClient } from '@/lib/supabase/server'
|
||||
import { NextResponse } from 'next/server'
|
||||
import { eventBus } from '@/lib/events'
|
||||
import { ensureInitialized } from '@/lib/init'
|
||||
import { validateBody } from '@/lib/api/validate'
|
||||
import { BatchDescribeSchema } from '@/lib/api/schemas'
|
||||
import { getTemplateById, buildMappingResultFromTemplate } from '@/lib/bookkeeping/booking-templates'
|
||||
import { createTransactionJournalEntry } from '@/lib/bookkeeping/transaction-entries'
|
||||
import { saveUserMappingRule } from '@/lib/bookkeeping/mapping-engine'
|
||||
import { requireCompanyId } from '@/lib/company/context'
|
||||
import type { Transaction, EntityType, TransactionCategory } from '@/types'
|
||||
|
||||
ensureInitialized()
|
||||
|
||||
export async function POST(request: Request) {
|
||||
const supabase = await createClient()
|
||||
|
||||
const { data: { user } } = await supabase.auth.getUser()
|
||||
|
||||
if (!user) {
|
||||
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
|
||||
}
|
||||
|
||||
const companyId = await requireCompanyId(supabase, user.id)
|
||||
|
||||
const validation = await validateBody(request, BatchDescribeSchema)
|
||||
if (!validation.success) return validation.response
|
||||
const { merchant_name, template_id, is_business, user_description } = validation.data
|
||||
|
||||
// Look up the template
|
||||
const template = getTemplateById(template_id)
|
||||
if (!template) {
|
||||
return NextResponse.json({ error: 'Invalid template_id' }, { status: 400 })
|
||||
}
|
||||
|
||||
// Fetch entity type and fiscal year start
|
||||
const { data: settings } = await supabase
|
||||
.from('company_settings')
|
||||
.select('entity_type, fiscal_year_start_month')
|
||||
.eq('company_id', companyId)
|
||||
.single()
|
||||
|
||||
const entityType: EntityType = (settings?.entity_type as EntityType) || 'enskild_firma'
|
||||
const fiscalYearStartMonth: number = settings?.fiscal_year_start_month ?? 1
|
||||
|
||||
// Fetch all uncategorized transactions from the specified merchant (limit 50)
|
||||
const { data: transactions, error: fetchError } = await supabase
|
||||
.from('transactions')
|
||||
.select('*')
|
||||
.eq('company_id', companyId)
|
||||
.eq('merchant_name', merchant_name)
|
||||
.is('journal_entry_id', null)
|
||||
.order('date', { ascending: true })
|
||||
.limit(50)
|
||||
|
||||
if (fetchError || !transactions || transactions.length === 0) {
|
||||
return NextResponse.json({
|
||||
data: { applied: 0, errors: [] },
|
||||
})
|
||||
}
|
||||
|
||||
const finalCategory: TransactionCategory = is_business
|
||||
? template.fallback_category
|
||||
: 'private'
|
||||
|
||||
let applied = 0
|
||||
const errors: string[] = []
|
||||
|
||||
for (const tx of transactions) {
|
||||
try {
|
||||
const mappingResult = buildMappingResultFromTemplate(
|
||||
template,
|
||||
tx as Transaction,
|
||||
entityType
|
||||
)
|
||||
|
||||
// Ensure fiscal period exists
|
||||
const txDate = new Date(tx.date)
|
||||
const txMonth = txDate.getMonth() + 1
|
||||
const txYear = txDate.getFullYear()
|
||||
|
||||
let periodStartYear: number
|
||||
if (fiscalYearStartMonth === 1) {
|
||||
periodStartYear = txYear
|
||||
} else if (txMonth >= fiscalYearStartMonth) {
|
||||
periodStartYear = txYear
|
||||
} else {
|
||||
periodStartYear = txYear - 1
|
||||
}
|
||||
|
||||
const startMonth = String(fiscalYearStartMonth).padStart(2, '0')
|
||||
const periodStart = `${periodStartYear}-${startMonth}-01`
|
||||
const endYear = fiscalYearStartMonth === 1 ? periodStartYear : periodStartYear + 1
|
||||
const endMonth = fiscalYearStartMonth === 1 ? 12 : fiscalYearStartMonth - 1
|
||||
const lastDay = new Date(endYear, endMonth, 0).getDate()
|
||||
const periodEnd = `${endYear}-${String(endMonth).padStart(2, '0')}-${String(lastDay).padStart(2, '0')}`
|
||||
const periodName = fiscalYearStartMonth === 1
|
||||
? `Räkenskapsår ${periodStartYear}`
|
||||
: `Räkenskapsår ${periodStartYear}/${endYear}`
|
||||
|
||||
await supabase
|
||||
.from('fiscal_periods')
|
||||
.upsert({
|
||||
user_id: user.id,
|
||||
company_id: companyId,
|
||||
name: periodName,
|
||||
period_start: periodStart,
|
||||
period_end: periodEnd,
|
||||
}, { onConflict: 'company_id,period_start,period_end' })
|
||||
|
||||
// Create journal entry
|
||||
let journalEntryId: string | null = null
|
||||
try {
|
||||
const journalEntry = await createTransactionJournalEntry(
|
||||
supabase,
|
||||
companyId,
|
||||
user.id,
|
||||
tx as Transaction,
|
||||
mappingResult
|
||||
)
|
||||
if (journalEntry) {
|
||||
journalEntryId = journalEntry.id
|
||||
}
|
||||
} catch (err) {
|
||||
console.error(`[batch-describe] Journal entry failed for ${tx.id}:`, err)
|
||||
}
|
||||
|
||||
// Update the transaction
|
||||
await supabase
|
||||
.from('transactions')
|
||||
.update({
|
||||
is_business,
|
||||
category: finalCategory,
|
||||
journal_entry_id: journalEntryId,
|
||||
})
|
||||
.eq('id', tx.id)
|
||||
|
||||
await eventBus.emit({
|
||||
type: 'transaction.categorized',
|
||||
payload: {
|
||||
transaction: tx as Transaction,
|
||||
account: mappingResult.debit_account,
|
||||
taxCode: mappingResult.vat_lines[0]?.account_number || '',
|
||||
userId: user.id,
|
||||
companyId,
|
||||
},
|
||||
})
|
||||
|
||||
applied++
|
||||
} catch (err) {
|
||||
const msg = err instanceof Error ? err.message : 'Unknown error'
|
||||
errors.push(`${tx.id}: ${msg}`)
|
||||
}
|
||||
}
|
||||
|
||||
// Save a mapping rule for future auto-categorization
|
||||
if (applied > 0) {
|
||||
try {
|
||||
const sampleTx = transactions[0] as Transaction
|
||||
const sampleResult = buildMappingResultFromTemplate(template, sampleTx, entityType)
|
||||
await saveUserMappingRule(
|
||||
supabase,
|
||||
companyId,
|
||||
merchant_name,
|
||||
sampleResult.debit_account,
|
||||
sampleResult.credit_account,
|
||||
!is_business,
|
||||
user_description,
|
||||
template_id
|
||||
)
|
||||
} catch {
|
||||
// Non-critical
|
||||
}
|
||||
}
|
||||
|
||||
return NextResponse.json({
|
||||
data: { applied, errors },
|
||||
})
|
||||
}
|
||||
Reference in New Issue
Block a user