import { NextResponse } from 'next/server' import { ensureInitialized } from '@/lib/init' import { withRouteContext } from '@/lib/api/with-route-context' import { validateBody } from '@/lib/api/validate' import { AttachDocumentSchema } from '@/lib/api/schemas' import { appendProcessingHistory } from '@/lib/processing-history/append' import { errorCauseTag } from '@/lib/errors/db-error' import { completeInboxItemsForBookedTransaction, resolveVoucherLinkedEntryIds, } from '@/lib/transactions/inbox-underlag' ensureInitialized() /** * POST /api/transactions/[id]/attach-document * * Pin an unmatched document_attachments row to a bank transaction. Lets users * (or AI agents via MCP) bind a forwarded/uploaded invoice or receipt before * the transaction is categorized. When the transaction is later categorized, * the categorize route propagates the link to document_attachments.journal_entry_id. * If the transaction is ALREADY booked, the propagation happens here instead * (mirroring commitAttachDocumentToTransaction in lib/pending-operations/commit.ts). * * Idempotent: overwrites any existing link. */ export const POST = withRouteContext<{ params: Promise<{ id: string }> }>( 'transaction.attach_document', async (request, { supabase, user, companyId }, { params }) => { const { id: transactionId } = await params const validation = await validateBody(request, AttachDocumentSchema) if (!validation.success) return validation.response const { document_id } = validation.data const { data: transaction, error: txError } = await supabase .from('transactions') .select('id, document_id, journal_entry_id') .eq('id', transactionId) .eq('company_id', companyId) .maybeSingle() if (txError || !transaction) { return NextResponse.json({ error: 'Transaction not found' }, { status: 404 }) } const previousDocumentId = (transaction.document_id as string | null) ?? null const { data: document, error: docError } = await supabase .from('document_attachments') .select('id, journal_entry_id') .eq('id', document_id) .eq('company_id', companyId) .maybeSingle() if (docError || !document) { return NextResponse.json({ error: 'Document not found' }, { status: 404 }) } // A document that already serves as underlag for a DIFFERENT verifikation // cannot be pinned here: propagating would either corrupt that link or be // blocked by the document-metadata immutability trigger. Same verifikation // is fine (idempotent re-attach; propagation below becomes a no-op). A // bulk-booked tx keeps journal_entry_id null and is anchored through // transaction_voucher_links, so that anchoring counts as "same" too. const docJournalEntryId = (document.journal_entry_id as string | null) ?? null if (docJournalEntryId && docJournalEntryId !== transaction.journal_entry_id) { const voucherLinked = await resolveVoucherLinkedEntryIds(supabase, companyId, [ transactionId, ]) if (docJournalEntryId !== voucherLinked.get(transactionId)) { return NextResponse.json( { error: 'Underlaget är redan kopplat till en annan verifikation.' }, { status: 409 }, ) } } // Race-free read of journal_entry_id: UPDATE ... RETURNING so the value we // propagate against reflects any concurrent categorize that committed before // our UPDATE acquired the row lock. Mirrors commitAttachDocumentToTransaction // in lib/pending-operations/commit.ts so REST and MCP attaches converge. const { data: postUpdate, error: updateError } = await supabase .from('transactions') .update({ document_id }) .eq('id', transactionId) .eq('company_id', companyId) .select('journal_entry_id') .maybeSingle() if (updateError) { const errMsg = (updateError as { message?: string }).message ?? '' if (errMsg.includes('BFL_DOCUMENT_IMMUTABILITY')) { return NextResponse.json( { error: 'Bilagan är kopplad till en bokförd verifikation och kan inte ersättas. Storno verifikationen först.', }, { status: 409 }, ) } console.error('[attach-document] Failed to attach:', updateError) return NextResponse.json({ error: 'Failed to attach document' }, { status: 500 }) } if (!postUpdate) { return NextResponse.json({ error: 'Transaction not found' }, { status: 404 }) } // If this document came from an invoice_inbox_items row, mark that row // as matched so the inbox UI can show it as "Kopplad" + link back to the // transaction. Best-effort: a failure here must not roll back the // (compliant) document attach. // // The Supabase client resolves with { error } rather than rejecting on // RLS/DB errors, so we destructure rather than try/catch. const { error: inboxLinkErr } = await supabase .from('invoice_inbox_items') .update({ matched_transaction_id: transactionId }) .eq('document_id', document_id) .eq('company_id', companyId) .is('matched_transaction_id', null) .is('created_supplier_invoice_id', null) if (inboxLinkErr) { console.error('[attach-document] Failed to link inbox item:', inboxLinkErr) } // If the transaction is already booked, propagate the link onto the // verifikation immediately (BFL 5 kap 6 §: the verifikation must reference // its underlag). Skipped when the doc already points at this verifikation // (idempotent re-attach). Mirrors commitAttachDocumentToTransaction. const journalEntryId = (postUpdate.journal_entry_id as string | null) ?? null if (journalEntryId && docJournalEntryId !== journalEntryId) { const { error: linkErr } = await supabase .from('document_attachments') .update({ journal_entry_id: journalEntryId }) .eq('id', document_id) .eq('company_id', companyId) if (linkErr) { // The enforce_period_lock trigger blocks journal_entry_id writes when // the target entry sits in a closed/locked period. const linkMsg = (linkErr as { message?: string }).message ?? '' if (/locked\/closed fiscal period|Bokföringen är låst/i.test(linkMsg)) { // Honest about the partial write: the pin on the transaction (and the // inbox back-link) persisted; only the verifikat link was blocked. return NextResponse.json( { error: 'Bilagan kopplades till transaktionen men verifikationens period är låst: den kunde inte länkas till verifikationen.', }, { status: 409 }, ) } // Surface the propagation failure rather than logging-and-continuing: // a "succeeded" attach that left document_attachments.journal_entry_id // null would be a silent compliance gap. A retry is idempotent. console.error('[attach-document] Failed to propagate to journal entry:', linkErr) return NextResponse.json( { error: 'Bilagan kopplades till transaktionen men kunde inte länkas till verifikationen. Försök igen: operationen är idempotent.', }, { status: 500 }, ) } } // The transaction may already be booked, directly or via a bulk-book // samlingsverifikat (journal_entry_id null, anchored through // transaction_voucher_links): complete the matched inbox items against // the anchoring verifikat so an after-the-fact attach resolves them // instead of stranding them as "linked" forever. Best-effort, logged // inside. Returns the anchoring verifikat (the direct id when there is // one), so the response and audit trail can report the voucher-linked // case too. const effectiveJournalEntryId = await completeInboxItemsForBookedTransaction( supabase, companyId, transactionId, { directJournalEntryId: journalEntryId }, ) // Rättelse audit trail (BFL 5 kap 5 §): record swaps where a non-null doc // was replaced. Best-effort: a logging failure must not roll back the // (compliant) attach. if (previousDocumentId && previousDocumentId !== document_id) { try { await appendProcessingHistory({ companyId, correlationId: transactionId, aggregateType: 'BankTransaction', aggregateId: transactionId, eventType: 'TransactionDocumentReplaced', payload: { transaction_id: transactionId, previous_document_id: previousDocumentId, new_document_id: document_id, journal_entry_id: effectiveJournalEntryId, }, actor: { type: 'user', id: user.id }, occurredAt: new Date(), }) } catch (logErr) { console.error('[attach-document] Failed to append rättelse event:', logErr) } } return NextResponse.json({ data: { transaction_id: transactionId, document_id, previous_document_id: previousDocumentId, journal_entry_id: effectiveJournalEntryId, }, }) }, { requireWrite: true }, ) /** * DELETE /api/transactions/[id]/attach-document * * Detach a document from a transaction. * * Also undoes the invoice_inbox_items back-link written by POST, so the next * booking does not re-anchor the detached doc (see propagateUnderlag...). * * Blocked once the document has propagated into a journal entry (BFL 5 kap 6 § * räkenskapsinformation immutability): at that point the doc is the * verifikation's underlag and can only be undone by reversing the entry. */ export const DELETE = withRouteContext<{ params: Promise<{ id: string }> }>( 'transaction.detach_document', async (_request, { supabase, companyId }, { params }) => { const { id: transactionId } = await params const { data: tx, error: fetchError } = await supabase .from('transactions') .select('id, document_id') .eq('id', transactionId) .eq('company_id', companyId) .maybeSingle() if (fetchError || !tx) { return NextResponse.json({ error: 'Transaction not found' }, { status: 404 }) } if (tx.document_id) { const { data: doc } = await supabase .from('document_attachments') .select('journal_entry_id') .eq('id', tx.document_id) .eq('company_id', companyId) .maybeSingle() if (doc?.journal_entry_id) { return NextResponse.json( { error: 'Bilagan är kopplad till en bokförd verifikation och kan inte tas bort. Storno verifikationen först.', }, { status: 409 }, ) } } // Step 1: release the inbox back-link the POST path wrote, BEFORE the pin. // Without this the item still says matched_transaction_id = this tx, and // the next categorize / book / bulk-book runs // propagateUnderlagForBookedTransaction, which anchors the DETACHED // document onto the new verifikation as immutable underlag (BFL 5 kap 7 §: // the verifikat would cite a receipt the user rejected). Scoped by // transaction, not by the pinned doc: the unique index on // matched_transaction_id means at most one item points here, and a stale // item whose doc differs from the pin (replace path) would re-anchor just // the same. Items already consumed by a verifikat are left alone. // // Ordering: unlink first, then compare-and-set the pin (step 2). A POST // that lands in between re-pins a new doc and its back-link, and the CAS // below then refuses to clobber it (409), so the two writes cannot end up // as "new doc pinned, its inbox item unlinked". A failed unlink returns // before anything changed, so a retry is trivially idempotent. const { error: inboxUnlinkErr } = await supabase .from('invoice_inbox_items') .update({ matched_transaction_id: null }) .eq('company_id', companyId) .eq('matched_transaction_id', transactionId) .is('created_journal_entry_id', null) if (inboxUnlinkErr) { // Not best-effort: a stale back-link is the exact defect this detach // exists to prevent, so a "succeeded" response would hide a compliance // hazard. Coded cause only: raw driver messages can quote row values. console.error('[attach-document] Failed to unlink inbox item:', { cause: errorCauseTag(inboxUnlinkErr), }) return NextResponse.json( { error: 'Inkorgsposten kunde inte släppas, så underlaget är fortfarande kopplat. Försök igen.', }, { status: 500 }, ) } // Step 2: clear the pin, but only if it is still the doc we read above // (or still empty). A concurrent POST that re-pinned in the meantime wins: // we must not detach a document the user just attached, nor report // success for a detach that did not happen. let clearPin = supabase .from('transactions') .update({ document_id: null }) .eq('id', transactionId) .eq('company_id', companyId) clearPin = tx.document_id ? clearPin.eq('document_id', tx.document_id) : clearPin.is('document_id', null) const { data: cleared, error: updateError } = await clearPin.select('id').maybeSingle() if (updateError) { // The enforce_transactions_document_immutability trigger raises a // P0001 exception with a stable BFL_DOCUMENT_IMMUTABILITY: prefix when the // previously-attached doc has already become räkenskapsinformation. // Match on the prefix (not on the generic SQLSTATE) so unrelated future // exceptions don't get translated into the Swedish underlag message. const errMsg = (updateError as { message?: string }).message ?? '' if (errMsg.includes('BFL_DOCUMENT_IMMUTABILITY')) { return NextResponse.json( { error: 'Bilagan är kopplad till en bokförd verifikation och kan inte tas bort. Storno verifikationen först.', }, { status: 409 }, ) } console.error('[attach-document] Failed to detach:', updateError) return NextResponse.json({ error: 'Failed to detach document' }, { status: 500 }) } if (!cleared) { // Zero rows: the pin changed under us (concurrent attach) or the row // vanished. Either way this detach did not happen; say so instead of // reporting success for someone else's state. return NextResponse.json( { error: 'Transaktionen ändrades samtidigt. Ladda om sidan och försök igen.' }, { status: 409 }, ) } return NextResponse.json({ data: { transaction_id: transactionId, document_id: null } }) }, { requireWrite: true }, )