feat(invoicing): artikelregister (product/article catalog) with per-article revenue account (#703)
* feat(invoicing): artikelregister (product/article catalog) with per-article revenue account Add a lean, non-inventory article catalog (artikelregister) so users can define reusable invoice-line presets (name, unit, price excl VAT, VAT rate) with an optional per-article BAS class-3 revenue-account override. - DB: articles table (RLS via user_company_ids(), audit + updated_at triggers, unique-per-company article_number), generate_article_number RPC (atomic + idempotent), company_settings counter, nullable invoice_items.revenue_account + article_id, pending_operations CHECK expansion. - Engine: generatePerRateLines groups revenue by (vat_rate, account) — byte-identical with no override, balance-safe when split (last account absorbs the rounding remainder), reverse_charge/export still force 3308/3305. - API: /api/articles CRUD (soft-deactivate); override validated against chart_of_accounts (active class-3) and frozen onto invoice lines at create. - Propagation: override carried through send/mark-sent/credit/convert/cash and the staged commit paths (recurring deferred — documented inline). - MCP: gnubok_list/create/update_article (staged, scoped, risk-tiered). - UI: articles register (list/detail/form) + nav + bilingual i18n + invoice-line article picker & "Spara som artikel" quick-create. - Tests: engine regression, route, and pg-real (RPC/RLS/triggers). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(mcp): strip ILIKE _ wildcard from gnubok_list_articles search Underscore is a single-character ILIKE wildcard; stripping it (alongside the existing %,()\* set) keeps a stray char in the article search from matching every row. Read-only + RLS-scoped, so no security impact — addresses PR #703 reviewer + compliance-swarm CC6.3 notes. 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:
Jakob Wennberg
co-authored by
Claude Opus 4.8
Claude Opus 4.8
parent
07ecb98389
commit
c0b006fcc1
@@ -70,6 +70,9 @@ import { ensureInvoiceNumber } from '@/lib/invoices/ensure-invoice-number'
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import { createLogger } from '@/lib/logger'
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import { appendProcessingHistory } from '@/lib/processing-history/append'
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import { CreateSupplierParamsSchema } from '@/lib/pending-operations/schemas/create-supplier'
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import { CreateArticleParamsSchema, UpdateArticleParamsSchema } from '@/lib/pending-operations/schemas/article'
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import { ensureArticleNumber } from '@/lib/articles/ensure-article-number'
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import { isValidRevenueAccount } from '@/lib/articles/validate-revenue-account'
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import { z } from 'zod'
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import type {
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Transaction,
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@@ -80,6 +83,7 @@ import type {
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Invoice,
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Customer,
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Supplier,
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Article,
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SupplierInvoice,
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SupplierInvoiceItem,
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PendingOperation,
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@@ -427,6 +431,112 @@ async function commitCreateCustomer(
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return { data: { customer_id: data.id } }
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}
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async function commitCreateArticle(
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supabase: SupabaseClient,
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userId: string,
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companyId: string,
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params: Record<string, unknown>
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): Promise<ExecutorResult> {
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// Defense in depth: re-validate the staged params at the commit boundary so a
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// tampered pending_operations row cannot inject unexpected fields (ASVS V4.5).
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let validated
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try {
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validated = CreateArticleParamsSchema.parse(params)
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} catch (err) {
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if (err instanceof z.ZodError) {
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const issue = err.issues[0]
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return { error: `Invalid ${issue?.path?.join('.') ?? 'params'}: ${issue?.message ?? 'validation failed'}`, status: 400 }
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}
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throw err
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}
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if (validated.revenue_account) {
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const ok = await isValidRevenueAccount(supabase, companyId, validated.revenue_account)
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if (!ok) return { error: 'Revenue account is not an active class-3 account', status: 400 }
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}
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const { data, error } = await supabase
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.from('articles')
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.insert({
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user_id: userId,
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company_id: companyId,
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name: validated.name,
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name_en: validated.name_en ?? null,
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type: validated.type,
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unit: validated.unit ?? 'st',
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price_excl_vat: validated.price_excl_vat,
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vat_rate: validated.vat_rate,
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revenue_account: validated.revenue_account ?? null,
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cost_price: validated.cost_price ?? null,
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ean: validated.ean ?? null,
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housework_type: validated.housework_type ?? null,
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notes: validated.notes ?? null,
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article_number: validated.article_number ?? null,
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})
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.select()
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.single()
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if (error) return { error: error.message, status: 500 }
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if (!data.article_number) {
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try {
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data.article_number = await ensureArticleNumber(supabase, companyId, data.id)
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} catch (err) {
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log.warn('article number assignment failed (staged create):', err)
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}
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}
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await eventBus.emit({ type: 'article.created', payload: { article: data as Article, userId, companyId } })
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return { data: { article_id: data.id, article_number: data.article_number } }
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}
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async function commitUpdateArticle(
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supabase: SupabaseClient,
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userId: string,
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companyId: string,
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params: Record<string, unknown>
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): Promise<ExecutorResult> {
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let validated
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try {
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validated = UpdateArticleParamsSchema.parse(params)
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} catch (err) {
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if (err instanceof z.ZodError) {
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const issue = err.issues[0]
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return { error: `Invalid ${issue?.path?.join('.') ?? 'params'}: ${issue?.message ?? 'validation failed'}`, status: 400 }
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}
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throw err
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}
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if (validated.revenue_account) {
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const ok = await isValidRevenueAccount(supabase, companyId, validated.revenue_account)
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if (!ok) return { error: 'Revenue account is not an active class-3 account', status: 400 }
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}
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const { article_id, ...rest } = validated
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const updateData: Record<string, unknown> = {}
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for (const [key, value] of Object.entries(rest)) {
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if (value !== undefined) updateData[key] = value
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}
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const { data, error } = await supabase
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.from('articles')
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.update(updateData)
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.eq('id', article_id)
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.eq('company_id', companyId)
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.select()
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.single()
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if (error) {
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if (error.code === 'PGRST116') return { error: 'Article not found', status: 404 }
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return { error: error.message, status: 500 }
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}
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await eventBus.emit({ type: 'article.updated', payload: { article: data as Article, userId, companyId } })
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return { data: { article_id: data.id } }
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}
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async function commitCreateSupplier(
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supabase: SupabaseClient,
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userId: string,
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@@ -539,6 +649,7 @@ async function commitCreateInvoice(
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const customerId = params.customer_id as string
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const items = params.items as Array<{
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description: string; quantity: number; unit: string; unit_price: number; vat_rate?: number
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article_id?: string | null; revenue_account?: string | null
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}>
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const { data: customer, error: customerError } = await supabase
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@@ -564,6 +675,17 @@ async function commitCreateInvoice(
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vatAmount += Math.round(lineTotal * itemRate / 100 * 100) / 100
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}
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// Validate any per-line revenue-account override (defense in depth — the field
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// is frozen onto invoice_items and flows to generatePerRateLines()).
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const overrideAccounts = Array.from(
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new Set(items.map((i) => i.revenue_account).filter((a): a is string => !!a)),
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)
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for (const acct of overrideAccounts) {
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if (!(await isValidRevenueAccount(supabase, companyId, acct))) {
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return { error: `Försäljningskonto ${acct} är inte ett aktivt intäktskonto (klass 3)`, status: 400 }
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}
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}
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const total = subtotal + vatAmount
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const currency = ((params.currency as string) || 'SEK') as Currency
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@@ -632,6 +754,10 @@ async function commitCreateInvoice(
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line_total: lineTotal,
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vat_rate: itemRate,
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vat_amount: itemVat,
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// Frozen per-line override so generatePerRateLines() books to the article's
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// account; null falls back to the VAT-treatment-derived account.
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article_id: item.article_id ?? null,
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revenue_account: item.revenue_account ?? null,
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}
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})
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@@ -2099,6 +2225,8 @@ async function commitCreditInvoice(
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line_total: number
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vat_rate?: number
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vat_amount?: number
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revenue_account?: string | null
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article_id?: string | null
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}) => ({
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invoice_id: creditNote.id,
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sort_order: item.sort_order,
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@@ -2109,6 +2237,10 @@ async function commitCreditInvoice(
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line_total: -Math.abs(item.line_total),
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vat_rate: item.vat_rate ?? 0,
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vat_amount: -(item.vat_amount ? Math.abs(item.vat_amount) : 0),
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// Reverse to the SAME account the original credited (e.g. 3041, not the
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// VAT-derived 3001) so the override account doesn't keep a dangling balance.
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revenue_account: item.revenue_account ?? null,
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article_id: item.article_id ?? null,
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}))
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const { error: itemsError } = await supabase
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@@ -2257,6 +2389,13 @@ async function commitConvertInvoice(
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unit: item.unit,
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unit_price: item.unit_price,
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line_total: item.line_total,
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// Preserve per-line VAT and any article/revenue-account override from the
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// proforma so the converted invoice books exactly as the proforma showed
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// (mixed rates + per-article accounts both rely on these per-line fields).
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vat_rate: item.vat_rate ?? 0,
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vat_amount: item.vat_amount ?? 0,
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revenue_account: item.revenue_account ?? null,
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article_id: item.article_id ?? null,
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}))
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if (items.length > 0) {
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@@ -3163,6 +3302,12 @@ async function commitPendingOperationInner(
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case 'create_customer':
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result = await commitCreateCustomer(supabase, userId, companyId, pendingOp.params)
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break
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case 'create_article':
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result = await commitCreateArticle(supabase, userId, companyId, pendingOp.params)
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break
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case 'update_article':
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result = await commitUpdateArticle(supabase, userId, companyId, pendingOp.params)
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break
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case 'create_supplier':
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result = await commitCreateSupplier(supabase, userId, companyId, pendingOp.params)
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break
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