feat: voucher linking, recovery ops, and salary overrides (#591)
* feat: voucher linking, recovery ops, and salary overrides Adds reversible/correction-style write paths that customers and agents have been asking for, plus per-run salary employee overrides. Invoice → voucher linking - POST /api/invoices/[id]/link-to-voucher and GET /api/invoices/[id]/voucher-candidates - lib/invoices/voucher-matching.ts with full + pg test coverage - LinkVoucherPicker UI in PaymentBookingDialog - pending_operations.operation_type expanded with link_invoice_voucher (medium risk) and a (journal_entry_id, invoice_id) unique guard - MCP: gnubok_find_voucher_candidates_for_invoice and gnubok_link_invoice_to_voucher tools SIE undo - POST /api/import/sie/[id]/undo + undo_sie_import RPC - sie_imports.status gains 'undone' - ImportResultStep surfaces the action; structured error SIE_UNDO_FAILED Edit-recreate journal entries - POST /api/bookkeeping/journal-entries/[id]/edit-recreate - Bookkeeping detail page wires it into the existing edit flow Delete-last-voucher clears IB link - Trigger + pg test ensure deleting the last voucher of a period nulls the opening_balance_journal_entry_id link so a re-import lands cleanly Salary employee overrides - salary_run_employees gains per-run override fields + migration - lib/salary/effective-values.ts centralises resolved values; all payslip, payment, AGI, KU, and booking routes read through it - SalaryOverridePanel on the employee detail page Account classifier - lib/bookkeeping/account-classifier.ts + tests; AddAccountDialog uses it - backfill-import-accounts script updated Misc - toast: minor styling tweak - AGI generate-declaration: respect effective values - structured-errors: new LINK_INVOICE_VOUCHER namespace Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * feat: add link_invoice_voucher operation type to pending_operations * feat: refactor salary run calculations and update error handling for SIE imports * fix: PR review feedback on voucher linking and SIE recovery pg-real (blocking): - tests/pg/delete-last-voucher-ib: drop posted_at = now() from the seed UPDATE — journal_entries has no posted_at column. - lib/invoices/__tests__/voucher-matching.pg: seed the posted voucher before closing the fiscal period so enforce_period_lock doesn't block the INSERT during setup. voucher-matching error codes and rollback: - Add LINK_VOUCHER_DB_ERROR (HTTP 500) and return it on real invoice UPDATE / payment INSERT failures. Previously these returned LINK_VOUCHER_VOUCHER_NOT_FOUND (404) which the pending-op dispatcher auto-rejects on transient DB errors. - Log rollback failures explicitly so an invoice left in a half-linked state (advanced status, no payment row) surfaces for manual reconciliation instead of disappearing silently. resyncNextPeriodOpeningBalance ordering: - Create the new IB first, relink the period FK, then storno the old IB. Previously the storno ran first; if createJournalEntry failed the next period was left with a reversed IB and nothing to replace it, and executeSIEImport swallows the error as a non-fatal warning. replace_period_opening_balance_link: - Tighten role check to owner/admin (was owner/admin/member). Matches delete_last_voucher and undo_sie_import. Data minimisation: - /api/invoices/[id]/voucher-candidates and the matching MCP tools now project only the invoice and customer fields the matcher reads, instead of returning the full customer row. Schema bounds: - SalaryEmployeeOverrideSchema caps each numeric override at 10 MSEK to catch typos before they reach the ledger or AGI. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(tests): supply user_id when seeding voucher_sequences voucher_sequences.user_id is NOT NULL (per the multi-tenant refactor in 20260330130000). The previous test seed only set company_id / fiscal_period_id / voucher_series, which made the seed fail with a constraint violation on the latest pg-real run. Pass the same userId used elsewhere in the seed helper. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(tests): scope delete-last-voucher RPC assertions inside the tx withUserContext always ROLLBACKs, so any DELETE the RPC performs is discarded when the callback returns. The previous test then queried journal_entries via a fresh getPool() connection that only saw the pre-RPC committed seed state — hence "expected '1' to be '0'". Move every post-RPC assertion (entry count, period FK clear, opening_balances_set flip, audit log entry, sie_imports clear) inside the same withUserContext callback so they observe the uncommitted state before ROLLBACK fires. Also fix the sie_imports INSERT: the column is `filename`, not `file_name`, and `sie_type` is NOT NULL. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(tests): assert against the IB-marker audit row directly DELETE on journal_entries fires two audit_log writes: the generic write_audit_log() trigger row ("Deleted journal_entries record") and the delete_last_voucher RPC's explicit "(was period IB)" entry. Both land at the same statement_timestamp(), so ORDER BY created_at DESC LIMIT 1 returned the trigger row non-deterministically in CI. Switch to a presence check with a LIKE filter on the IB marker so the test verifies what it actually cares about — that the RPC's IB-aware audit row exists. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> * fix(db): set company_id on delete_last_voucher audit_log rows 20260528120000_delete_last_voucher_clears_ib_link.sql inserts directly into audit_log without setting company_id. audit_log's SELECT policy filters company_id IN user_company_ids(), so those rows landed with company_id=NULL and were invisible to every reader — only the generic write_audit_log() trigger row remained visible. That broke BFL audit- trail intent: the "(was period IB)" provenance row was never readable. Republish delete_last_voucher with p_company_id populated on both audit_log INSERTs (draft path and posted path). Behavior is otherwise unchanged; the pg-real test for the IB-clear flow now sees the RPC-written marker row as expected. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com> Co-authored-by: Emil <emilmattsson14@gmail.com>
This commit is contained in:
Jakob Wennberg
co-authored by
Claude Opus 4.7
Emil
Claude Opus 4.7
Emil
parent
cb7eac90b1
commit
ccdfed5fea
@@ -39,6 +39,8 @@ import {
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createSupplierCreditNoteEntry,
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createSupplierInvoiceRegistrationEntry,
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} from '@/lib/bookkeeping/supplier-invoice-entries'
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import { linkInvoiceToVoucher } from '@/lib/invoices/voucher-matching'
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import { getErrorEntry } from '@/lib/errors/structured-errors'
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import { parseSIEFile } from '@/lib/import/sie-parser'
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import { executeSIEImport } from '@/lib/import/sie-import'
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import type { AccountMapping } from '@/lib/import/types'
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@@ -980,6 +982,50 @@ async function commitMatchTransactionInvoice(
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return { data: { invoice_status: newStatus, paid_amount: newPaidAmount, journal_entry_id: journalEntryId } }
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}
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async function commitLinkInvoiceVoucher(
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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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const invoiceId = params.invoice_id as string | undefined
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const journalEntryId = params.journal_entry_id as string | undefined
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const notes = (params.notes as string | undefined) ?? undefined
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if (!invoiceId || !journalEntryId) {
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return { error: 'invoice_id and journal_entry_id are required', status: 400 }
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}
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const outcome = await linkInvoiceToVoucher(supabase, userId, companyId, {
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invoiceId,
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journalEntryId,
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notes,
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})
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if (!outcome.ok) {
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const entry = getErrorEntry(outcome.code)
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const httpStatus = entry?.httpStatus ?? 500
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// 404/409 are auto-rejected by the dispatcher (the user can re-stage with
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// adjusted inputs); 400 surfaces as a normal failure so the UI can
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// explain what went wrong.
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return {
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error: entry?.message_en ?? outcome.code,
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status: httpStatus,
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}
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}
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return {
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data: {
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invoice_status: outcome.result.invoiceStatus,
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paid_amount: outcome.result.paidAmount,
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remaining_amount: outcome.result.remainingAmount,
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payment_amount: outcome.result.paymentAmount,
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payment_id: outcome.result.paymentId,
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journal_entry_id: outcome.result.journalEntryId,
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},
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}
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}
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// ── Stream 1 Phase 1 + follow-up executors ───────────────────────
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async function commitClosePeriod(
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@@ -2606,6 +2652,9 @@ export async function commitPendingOperation(
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case 'match_transaction_invoice':
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result = await commitMatchTransactionInvoice(supabase, userId, companyId, pendingOp.params)
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break
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case 'link_invoice_voucher':
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result = await commitLinkInvoiceVoucher(supabase, userId, companyId, pendingOp.params)
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break
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case 'close_period':
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result = await commitClosePeriod(supabase, userId, companyId, pendingOp.params)
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break
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