feat(parties): phase 1 substrate, one party per counterpart (#2162)
* feat(parties): phase 1 substrate, one party per counterpart Adds the identity layer above customers and suppliers, which keep their tables and every foreign key and gain a nullable party_id. - parties: company-scoped identity with status (suggested | confirmed), kind, alias keys, origin and merged_into. One live party per org number and company, enforced by a partial unique index; merged losers leave the index so a merge can be undone. This is the unique key the duplicate-invoice guard has lacked, since suppliers never had one. - party_facts: statements with a source, a rank (preferred | normal | deprecated) and two time axes, never overwritten. - party_identities: bankgiro, plusgiro, IBAN and friends per party, with seen and paid counts and a known | unverified status. - party_decisions: every human action on a party as a labelled example. - normalize_org_number(text): SQL mirror of lib/invariants/org-number.ts (strip separators, drop the century on 12 digits, Luhn check, 10 digits). - ensure_party(): find by org number inside the company, else create. Name-only rows never merge at insert time; a name merge is a recorded human decision. - Backfill: one party per existing supplier and customer, merged on org number, suppliers first so both roles land on one party. - Archive contract: the four tables are master data in the full archive. Observed parties (keys derived from voucher and bank text) are not stored; they stay computed by the ledger-context RPC. No posted entry is touched. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): tenant-safe composite foreign keys on every party link Facts, identities, decisions, customers.party_id, suppliers.party_id and parties.merged_into now reference parties(id, company_id), so a row can only point at a party in its own company. ON DELETE SET NULL names party_id so role rows keep their company_id. Adds a pg-real test that rejects every cross-company link and checks company_id survives a party delete. 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>
This commit is contained in:
co-authored by
Claude Fable 5.1
Jakob Wennberg
parent
69d3bba587
commit
daeab67dca
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import { randomUUID } from 'node:crypto'
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import { describe, expect, it } from 'vitest'
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import { getPool, withUserContext } from './setup'
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import { insertAuthUser, seedCompany } from './fixtures'
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/**
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* Parties, phase 1 (migration 20260902160000): the identity substrate.
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*
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* Pins the four tables, RLS scoping, the org-number normaliser (mirror of
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* lib/invariants/org-number.ts), ensure_party's dedupe-by-org inside a
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* company but never across companies, the live org-number uniqueness that
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* suppliers never had, and the party_id role columns.
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*/
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describe('parties substrate (pg)', () => {
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it('creates the four tables with RLS enabled', async () => {
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const { rows } = await getPool().query<{ tablename: string; rowsecurity: boolean }>(
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`SELECT tablename, rowsecurity FROM pg_tables
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WHERE schemaname = 'public'
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AND tablename IN ('parties', 'party_facts', 'party_identities', 'party_decisions')
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ORDER BY tablename`,
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)
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expect(rows.map((r) => r.tablename)).toEqual(['parties', 'party_decisions', 'party_facts', 'party_identities'])
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expect(rows.every((r) => r.rowsecurity)).toBe(true)
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})
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it('normalize_org_number mirrors the TypeScript rule', async () => {
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const { rows } = await getPool().query<{ a: string | null; b: string | null; c: string | null; d: string | null; e: string | null }>(
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`SELECT public.normalize_org_number('559538-6219') AS a,
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public.normalize_org_number('16559538 6219') AS b,
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public.normalize_org_number('5595386218') AS c,
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public.normalize_org_number('abc') AS d,
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public.normalize_org_number(NULL) AS e`,
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)
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expect(rows[0]!.a).toBe('5595386219')
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expect(rows[0]!.b).toBe('5595386219')
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// wrong check digit
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expect(rows[0]!.c).toBeNull()
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expect(rows[0]!.d).toBeNull()
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expect(rows[0]!.e).toBeNull()
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})
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it('ensure_party dedupes on org number inside a company, never across companies', async () => {
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const a = await seedCompany()
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const b = await seedCompany()
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const q = (companyId: string, userId: string, name: string, org: string | null) =>
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getPool()
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.query<{ id: string }>(`SELECT public.ensure_party($1, $2, $3, $4, 'company', 'manual') AS id`, [
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companyId,
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userId,
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name,
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org,
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])
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.then((r) => r.rows[0]!.id)
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const first = await q(a.companyId, a.userId, 'Telia Sverige AB', '556430-0142')
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const again = await q(a.companyId, a.userId, 'TELIA', '5564300142')
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const other = await q(b.companyId, b.userId, 'Telia Sverige AB', '556430-0142')
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const noOrg1 = await q(a.companyId, a.userId, 'Kvartersfiket', null)
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const noOrg2 = await q(a.companyId, a.userId, 'Kvartersfiket', null)
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expect(again).toBe(first)
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expect(other).not.toBe(first)
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// name-only rows never merge at insert time
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expect(noOrg2).not.toBe(noOrg1)
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const { rows } = await getPool().query<{ display_name: string; org_number: string }>(
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`SELECT display_name, org_number FROM public.parties WHERE id = $1`,
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[first],
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)
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expect(rows[0]).toEqual({ display_name: 'Telia Sverige AB', org_number: '5564300142' })
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})
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it('keeps one live party per org number and company, but lets a merged loser stay', async () => {
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const c = await seedCompany()
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await getPool().query(
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`INSERT INTO public.parties (company_id, user_id, display_name, org_number)
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VALUES ($1, $2, 'Beijer Byggmaterial AB', '5560125790')`,
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[c.companyId, c.userId],
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)
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await expect(
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getPool().query(
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`INSERT INTO public.parties (company_id, user_id, display_name, org_number)
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VALUES ($1, $2, 'BEIJER', '5560125790')`,
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[c.companyId, c.userId],
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),
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).rejects.toMatchObject({ code: '23505' })
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// A merged duplicate leaves the live index, so the loser row survives for undo.
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const { rows } = await getPool().query<{ id: string }>(
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`SELECT id FROM public.parties WHERE company_id = $1 AND org_number = '5560125790'`,
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[c.companyId],
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)
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const winner = rows[0]!.id
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await getPool().query(
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`INSERT INTO public.parties (company_id, user_id, display_name, org_number, merged_into)
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VALUES ($1, $2, 'BEIJER', '5560125790', $3)`,
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[c.companyId, c.userId, winner],
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)
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})
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it('RLS scopes parties and their child rows to the member\'s companies', async () => {
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const mine = await seedCompany()
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const theirs = await seedCompany()
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const stranger = await insertAuthUser(randomUUID())
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const { rows } = await getPool().query<{ id: string }>(
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`INSERT INTO public.parties (company_id, user_id, display_name) VALUES ($1, $2, 'Loopia AB') RETURNING id`,
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[mine.companyId, mine.userId],
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)
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const partyId = rows[0]!.id
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await getPool().query(
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`INSERT INTO public.party_facts (party_id, company_id, user_id, field, value, source)
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VALUES ($1, $2, $3, 'legal_name', '"Loopia AB"'::jsonb, 'registry_scb')`,
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[partyId, mine.companyId, mine.userId],
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)
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await getPool().query(
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`INSERT INTO public.party_identities (party_id, company_id, user_id, scheme, value, source)
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VALUES ($1, $2, $3, 'bankgiro', '55555555', 'document')`,
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[partyId, mine.companyId, mine.userId],
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)
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const visibleToOwner = await withUserContext(mine.userId, async (client) => {
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const p = await client.query(`SELECT count(*)::int AS n FROM public.parties WHERE id = $1`, [partyId])
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const f = await client.query(`SELECT count(*)::int AS n FROM public.party_facts WHERE party_id = $1`, [partyId])
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const i = await client.query(`SELECT count(*)::int AS n FROM public.party_identities WHERE party_id = $1`, [partyId])
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return [p.rows[0].n, f.rows[0].n, i.rows[0].n]
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})
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expect(visibleToOwner).toEqual([1, 1, 1])
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const visibleToOtherCompany = await withUserContext(theirs.userId, async (client) => {
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const p = await client.query(`SELECT count(*)::int AS n FROM public.parties WHERE id = $1`, [partyId])
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return p.rows[0].n
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})
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expect(visibleToOtherCompany).toBe(0)
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const visibleToStranger = await withUserContext(stranger, async (client) => {
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const p = await client.query(`SELECT count(*)::int AS n FROM public.parties WHERE id = $1`, [partyId])
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return p.rows[0].n
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})
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expect(visibleToStranger).toBe(0)
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})
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it('refuses to attach facts, identities, decisions, roles or merges to another company\'s party', async () => {
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const mine = await seedCompany()
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const theirs = await seedCompany()
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const { rows } = await getPool().query<{ id: string }>(
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`INSERT INTO public.parties (company_id, user_id, display_name) VALUES ($1, $2, 'Telenor Sverige AB') RETURNING id`,
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[theirs.companyId, theirs.userId],
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)
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const foreignParty = rows[0]!.id
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const fk = { code: '23503' }
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await expect(
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getPool().query(
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`INSERT INTO public.party_facts (party_id, company_id, user_id, field, value, source)
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VALUES ($1, $2, $3, 'legal_name', '"x"'::jsonb, 'user')`,
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[foreignParty, mine.companyId, mine.userId],
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),
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).rejects.toMatchObject(fk)
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await expect(
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getPool().query(
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`INSERT INTO public.party_identities (party_id, company_id, user_id, scheme, value, source)
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VALUES ($1, $2, $3, 'bankgiro', '12345678', 'user')`,
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[foreignParty, mine.companyId, mine.userId],
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),
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).rejects.toMatchObject(fk)
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await expect(
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getPool().query(
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`INSERT INTO public.party_decisions (party_id, company_id, user_id, kind) VALUES ($1, $2, $3, 'confirm')`,
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[foreignParty, mine.companyId, mine.userId],
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),
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).rejects.toMatchObject(fk)
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await expect(
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getPool().query(
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`INSERT INTO public.suppliers (company_id, user_id, name, party_id) VALUES ($1, $2, 'Telenor', $3)`,
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[mine.companyId, mine.userId, foreignParty],
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),
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).rejects.toMatchObject(fk)
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await expect(
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getPool().query(
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`INSERT INTO public.customers (company_id, user_id, name, party_id) VALUES ($1, $2, 'Telenor', $3)`,
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[mine.companyId, mine.userId, foreignParty],
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),
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).rejects.toMatchObject(fk)
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await expect(
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getPool().query(
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`INSERT INTO public.parties (company_id, user_id, display_name, merged_into) VALUES ($1, $2, 'Telenor dup', $3)`,
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[mine.companyId, mine.userId, foreignParty],
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),
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).rejects.toMatchObject(fk)
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})
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it('customers and suppliers carry a nullable party_id that clears when the party goes', async () => {
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const c = await seedCompany()
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const party = await getPool().query<{ id: string }>(
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`SELECT public.ensure_party($1, $2, 'Dustin Sverige AB', '5566661012', 'company', 'manual') AS id`,
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[c.companyId, c.userId],
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)
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const partyId = party.rows[0]!.id
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const supplier = await getPool().query<{ id: string }>(
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`INSERT INTO public.suppliers (company_id, user_id, name, org_number, party_id)
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VALUES ($1, $2, 'Dustin Sverige AB', '556666-1012', $3) RETURNING id`,
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[c.companyId, c.userId, partyId],
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)
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const customer = await getPool().query<{ id: string }>(
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`INSERT INTO public.customers (company_id, user_id, name, org_number, party_id)
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VALUES ($1, $2, 'Dustin Sverige AB', '556666-1012', $3) RETURNING id`,
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[c.companyId, c.userId, partyId],
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)
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const linked = await getPool().query<{ n: number }>(
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`SELECT (SELECT count(*) FROM public.suppliers WHERE party_id = $1)::int
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+ (SELECT count(*) FROM public.customers WHERE party_id = $1)::int AS n`,
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[partyId],
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)
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expect(linked.rows[0]!.n).toBe(2)
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await getPool().query(`DELETE FROM public.parties WHERE id = $1`, [partyId])
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const after = await getPool().query<{ s: string | null; c: string | null }>(
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`SELECT (SELECT party_id FROM public.suppliers WHERE id = $1) AS s,
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(SELECT party_id FROM public.customers WHERE id = $2) AS c`,
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[supplier.rows[0]!.id, customer.rows[0]!.id],
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)
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expect(after.rows[0]).toEqual({ s: null, c: null })
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const companies = await getPool().query<{ s: string | null; c: string | null }>(
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`SELECT (SELECT company_id FROM public.suppliers WHERE id = $1) AS s,
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(SELECT company_id FROM public.customers WHERE id = $2) AS c`,
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[supplier.rows[0]!.id, customer.rows[0]!.id],
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)
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// SET NULL names party_id only: the role row keeps its company.
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expect(companies.rows[0]).toEqual({ s: c.companyId, c: c.companyId })
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})
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})
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