Commit Graph
3 Commits
Author SHA1 Message Date
MattssonandClaude Fable 5.1 2f787a2b3c fix(bookkeeping): send each missing-underlag lookup chunk once per URL (#2430)
* fix(bookkeeping): send each missing-underlag lookup chunk once per URL

The "verifikat utan underlag" filter (/bookkeeping?missingUnderlag=true)
failed with "Verifikaten kunde inte hamtas" on a self-hosted instance as
soon as the candidate set passed one chunk of 150 ids.

Why it occurred: resolveMissingUnderlagEntries issues four lookups per
chunk. Three carry the id list once; the supplier_invoices lookup
interpolated the same chunk twice into a single .or() over
registration_journal_entry_id and payment_journal_entry_id. That URL
alone crossed the 8 KB header buffer nginx/Kong ship with, so the
gateway answered 414 before PostgREST saw the request. Hosted sits at
roughly half of Cloudflare's 16 KB ceiling on the same query. The
LOOKUP_CHUNK docblock acknowledged the doubling without sizing for it.

What was removed: the runtime-built .or() string, the chunkInList
helper and its uuid guard (the .in() array filter is injection-safe on
its own). The supplier-invoice lookup is now two .in() queries, one per
FK column, merged into the same set, so every request carries the chunk
exactly once and the proxy limit stops being a dependency rather than
moving. LOOKUP_CHUNK stays 150 and its comment is now true. The
literal filter also leaves the phantom-column scanner's unresolvable
budget.

Two secondary defects from the same report: MissingUnderlagQueryError
now carries the raw driver error as `cause` and the journal-entries
route logs it, while the response keeps the Swedish text (the log used
to say only "Nagot gick fel", hiding the 414). The "Visa saknade
underlag" badge renders the total of the last successful filtered fetch
and hides on failure, instead of borrowing the list count (0 on a
failed first load, the whole ledger after a toggle).

Alternatives: halving LOOKUP_CHUNK moves the wall instead of removing
it. Pushing the list filters into the verifikat_without_documents RPC
and deleting the TS mirror leaves one predicate instead of two, but
moves search, series, date and sort into SQL; recorded in DECISIONS.md
as the intended next step for the surface owner.

Fixes #2395

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Q4kpVfYooLp8CWeUguRVpQ

* fix(bookkeeping): hide the underlag badge on network failure, log the bulk route's cause

Skeptic findings on aacb17634. The badge contract is "no honest source,
no badge": the non-OK branch cleared missingCount but the network-level
catch (offline, aborted body, JSON parse rejection) did not, so a period
or series change that failed at that level kept the previous filtered
total next to the toggle. The bulk "Inget underlag kravs" route had the
same log gap as the list route: it returned the mapped text without
logging the driver error, so a gateway 414 on that path stayed
invisible.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Q4kpVfYooLp8CWeUguRVpQ

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Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-08 16:35:41 +02:00
7448490fb7 fix(underlag): a verifikat a customer invoice points at is backed by it; PS follows the invoice link (#2298) (#2347)
* fix(underlag): a verifikat a customer invoice points at is backed by it; PS follows the invoice link (#2298)

The invoice-to-verifikat link is written on the invoice side only
(invoices.journal_entry_id, invoice_payments.journal_entry_id), while the
missing-underlag predicate and the periodisk sammanstallning resolved the
invoice from the entry's own source columns. A SIE-imported sale matched to
its invoice afterwards therefore kept warning "Underlag saknas" and was left
out of the EU sales list, although the account-based momsdeklaration showed
it and the verifikat page already listed the invoice as its underlag.

- verifikat_without_documents / transactions_without_documents: customer-
  invoice hanvisning arm (BFL 5 kap 7 §), tenant-scoped on the link row;
  new migration 20260906135702, pinned by a pg-real test.
- getInvoiceReferencesForJournalEntries(): one TS mirror of that arm, used
  by the journal-list filter and bulk exempt, /api/documents/counts (new
  invoice_references map) and the transactions list; the push cron mirrors
  it with its global reads.
- Journal list: no "Underlag saknas" chip for a covered entry, matching
  the engine's own invoice rows and the verifikat detail page.
- Periodisk sammanstallning: entries fetched by their EU-revenue lines and
  attributed through every link (engine source_id, invoices.journal_entry_id,
  invoice_payments.journal_entry_id); kontantmetod invoice_cash_payment
  entries are filed too, which the old source_type filter dropped.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_019SaJfqNi4VmsG8FMKq99G6

* fix(underlag): issued invoices only, blocking mixed-customer settlements in PS, chunk-level degrade (#2298 review)

- The customer-invoice hanvisning arms (RPCs, both TS resolvers, push cron)
  now require an ISSUED invoice: status not in ('draft', 'cancelled'), the
  schema's own definition (migration 20260427150000). NON_ISSUED_INVOICE_
  STATUSES in lib/invoices/matchable-statuses.ts is the shared constant; the
  pg test pins a draft-linked and a cancelled-payment entry as still missing.
- Periodisk sammanstallning: one verifikat linked to invoices of different
  customers is no longer attributed to the first invoice; it is left out of
  the accumulators and reported once as a blocking MIXED_CUSTOMER_SETTLEMENT
  naming the voucher, the customer count and the amount. Same-customer
  settlements are filed in full.
- Transactions list: a failed invoice-reference lookup leaves that chunk's
  verdict unknown (no badges) and continues with the remaining chunks instead
  of abandoning them.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

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Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-06 19:04:30 +02:00
MattssonandClaude Fable 5 0676f5a564 feat(bookkeeping): dashboard deep link filters verifikat utan underlag server-side (#1840)
* feat(bookkeeping): dashboard deep link filters verifikat utan underlag server-side

The dashboard "Verifikat utan underlag" card (and the push-notification
link) pointed at /bookkeeping?missingUnderlag=true, but nothing read the
param: the user landed on the plain unfiltered ledger. The existing
"Visa saknade underlag" toggle also only filtered the already-fetched
page, so it could not represent the badge count across pages.

- lib/bookkeeping/missing-underlag.ts: shared resolver of "posted
  verifikat lacking underlag" (document-requiring source types, no
  current-version document, no anchored supplier-invoice reference per
  BFL 5 kap 7 §, no exemption), extracted from the bulk "Inget underlag
  krävs" route so list, bulk remedy and dashboard badge share one
  predicate.
- GET /api/bookkeeping/journal-entries?missing_underlag=true: resolves
  the full missing set server-side, applies the active sort stack, pages
  it, and returns the full-set count, fetching page rows in id chunks so
  the "Alla" page size cannot blow the PostgREST URL limit.
- JournalEntryList: the toggle is now server-backed (refetch on change,
  honest count in the dialog badge); client-side re-filtering against
  late-arriving attachment counts removed. Deep-link arrival turns the
  filter on and scopes the visit to all fiscal years in memory only,
  matching the all-years badge count without touching the saved
  preference.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(bookkeeping): harden the saknade-underlag filter after skeptic review

Three skeptic subagents refuted the first cut; this fixes every confirmed
finding in one pass:

- FyPicker: new suppressAutoRestore prop. The deep-link visit opens as
  "Alla räkenskapsår" in memory, and FyPicker's on-load restore of the
  persisted year (value === null) snapped the scope back right after
  load, desyncing the list from the all-years badge that launched it.
  Manual picks still persist as usual.
- Voucher-label search: the resolver now carries the same parseVoucher
  OR-branch as the direct list path, so searching "A209" with the filter
  on finds verifikat A209 instead of silently returning 0 rows.
- Staleness while the filter is on: batch exempt, the single-row "Inget
  underlag krävs" toggle, and a row gaining its first underlag now
  refetch in place so fixed rows leave the filtered list and the count
  stays honest (the pre-server-filter behavior). The attachment-driven
  refetch is guarded per entry id against predicate-disagreement loops.
- Drafts view: the filter switch is disabled there; the predicate is
  posted-only and the badge would mislabel the draft count.
- Perf: the bulk-exempt route resolves ids only, skipping the per-row
  total_amount computed column on its full post-import candidate scan.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(bookkeeping): keep the underlag resolver statically checkable

The skeptic-fix commit tripped the phantom-column scanner ceiling
(tests/schema/no-phantom-columns.test.ts, 382 > 380): a computed
select() string and a runtime-built .or() are expressions the scanner
cannot resolve against the schema. Restructured instead of raising the
ceiling: the idOnly/full column choice is two literal select() calls
behind a lazy branch, and a voucher-label search fans out to two
statically-checkable candidate queries (description ilike, series+number
eq) unioned by id, same semantics as before.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

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Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-24 15:06:30 +02:00