Files
b996da60ee feat(parties): Förslag från bokföringen, confirmed straight into Leverantörer and Kunder (#2206)
* feat(parties): Kontakter register, suggestion queue, dossier and merge

Phase 1's two surfaces on top of the parties substrate:

- /parties page: one list with the five-way switch (Alla, Kunder,
  Leverantörer, Förslag, Bara i bokföringen), search, a 12-month/all
  period picker, and at most one attention line. Confirmed rows show
  roles as muted text, rhythm, underlag, dominant account and money.
  Observed rows are computed and never stored; a generic band keeps
  unattributed spend visible.
- Suggestion queue: a reason per row, hard-key rows pre-ticked, bulk
  confirm behind one dialog, dismiss on hover, undo on the toast.
- Dossier slide-over: Pengar, Bokföring, Vad Accounted vet (facts and
  identities with source and count), Underlag och verifikat, Historik.
- Merge dialog with a visible, swappable survivor and undo.
- API: GET /api/parties, GET /api/parties/[id], POST suggest, decide,
  decide/undo, merge, merge/undo (withRouteContext, Zod, 15 tests).
- Migration 20260903090000: decide_parties snapshots the reason it
  clears; undo_party_decisions reverses confirm/dismiss within 30 days;
  decision kind 'undo'.
- The pipeline runs after SIE import and provider migration (non-blocking)
  so a migrant's register is full on arrival.
- Nav entry under Register; sv/en strings.

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

* fix(parties): pass explicit interpolation values to next-intl

next build's type check rejects a typed interface where the translator
wants an index-signature record.

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

* fix(parties): retry label on the load-failed state

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

* fix(parties): hard keys for companies without org number, readable names, look-alikes at read time

- get_ledger_key_evidence dropped every document for a company whose own
  org number is NULL (the self check compared against NULL). Replaced in
  20260903100000 with a coalesced comparison; pg test covers it.
- Display names come from the printed name on documents, otherwise from
  the voucher text with the AP/AR prefix and supplier number removed.
- Look-alike parties (same core, or one core extending the other by whole
  words: Fortnox / Fortnox Finans) are detected when the register is read,
  never stored, and feed the Dubblett? chip and the merge dialog.
- Queue shows Intäkt beside Kostnad; dossier hides zero money rows and
  formats bankgiro/plusgiro; merge dialog cancels with Avbryt; no
  synchronous setState inside effects.

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

* feat(parties): link every new supplier and customer to a party on write

The backfill covered the rows that existed on 2026-09-02; 108 rows
created since had no party and never reached the register. A BEFORE
INSERT/UPDATE trigger on customers and suppliers now calls ensure_party
on every write path at once: find-or-create by org number inside the
company, never by name; a private customer gets a kind=person party
without any number; a nameless row stays unlinked; a foreign party id is
refused with the same error as the composite foreign key; a link to a
merged party follows the chain to the survivor; the clear that ON DELETE
SET NULL performs is kept. ensure_party lets the trigger act for the
row's owner (pg_trigger_depth() > 0); the RPC path is unchanged. The
migration also links the rows created since the backfill.

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

* fix(parties): dossier hides dismissed parties and follows merges to the survivor

The register hid archived parties while the dossier still served them by
id, and a merged party's dossier pointed at a dead row. Superagent P2 on
#2206; three unit tests.

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

* chore(parties): move the role-link migration past main's 20260903110000

Two files with one version would collide in schema_migrations.

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

* feat(parties): confirm suggestions into Leverantörer and Kunder, no third noun

Founder decision after the walkthrough: users know two words. The page
becomes the queue 'Förslag från bokföringen' with 'Bara i bokföringen'
beside it; the Kontakter nav entry and the Alla/Kunder/Leverantörer
views go. Each suggestion shows what it becomes (Blir), read from the
ledger side and changeable per row; confirming calls promote_parties,
which creates the supplier and/or customer row from the party's facts,
never a duplicate, and is undoable for 30 days through
undo_party_promotions (the created rows are archived, the party returns
to the queue). Leverantörer and Kunder carry the one attention line that
leads here. The dossier offers Lägg upp som leverantör / som kund.

Migration 20260903130000, 5 pg tests, route and unit tests updated.

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

* fix(parties): write bankgiro and plusgiro the way the supplier form does

Identities are stored as digits; suppliers carry 5317-0900.

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

* chore(parties): move the four queue migrations past main's 20260903170000

Main merged 20260903120000_skattekonto_transactions_realtime_publication
with the same version as the role-link trigger; the preview database
refused the duplicate key. All four now sit after main's newest so the
set applies in one ordered run on prod.

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>
2026-09-03 19:49:25 +02:00

264 lines
12 KiB
TypeScript

/**
* /api/parties: the Kontakter register and its write actions. The read model
* and the pipeline are unit-tested in lib/parties; here the routes are
* checked for auth, validation and the shape they hand the page.
*/
import { describe, it, expect, vi, beforeEach } from 'vitest'
import { createMockRequest, parseJsonResponse, createQueuedMockSupabase } from '@/tests/helpers'
import { eventBus } from '@/lib/events'
const { supabase: mockSupabase, enqueue, reset } = createQueuedMockSupabase()
vi.mock('@/lib/supabase/server', () => ({
createClient: () => Promise.resolve(mockSupabase),
}))
vi.mock('@/lib/init', () => ({ ensureInitialized: vi.fn() }))
vi.mock('@/lib/company/context', () => ({
requireCompanyId: vi.fn().mockResolvedValue('company-1'),
getActiveCompanyId: vi.fn().mockResolvedValue('company-1'),
}))
vi.mock('@/lib/auth/require-write', () => ({
requireWritePermission: vi.fn().mockResolvedValue({ ok: true }),
}))
const getRegister = vi.fn()
const getDossier = vi.fn()
vi.mock('@/lib/parties/register', () => ({
getRegister: (...args: unknown[]) => getRegister(...args),
getDossier: (...args: unknown[]) => getDossier(...args),
}))
const suggestPartiesForCompany = vi.fn()
vi.mock('@/lib/parties/suggest', () => ({
suggestPartiesForCompany: (...args: unknown[]) => suggestPartiesForCompany(...args),
}))
import { GET as listGet } from '../route'
import { GET as dossierGet } from '../[id]/route'
import { POST as suggestPost } from '../suggest/route'
import { POST as decidePost } from '../decide/route'
import { POST as undoDecidePost } from '../decide/undo/route'
import { POST as mergePost } from '../merge/route'
import { POST as undoMergePost } from '../merge/undo/route'
import { POST as promotePost } from '../promote/route'
import { POST as undoPromotePost } from '../promote/undo/route'
const user = { id: 'user-1', email: 'test@test.se' }
const noParams = { params: Promise.resolve({}) }
const PARTY = '11111111-1111-4111-8111-111111111111'
const OTHER = '22222222-2222-4222-8222-222222222222'
const DECISION = '33333333-3333-4333-8333-333333333333'
function json(url: string, body: unknown) {
return createMockRequest(url, { method: 'POST', body })
}
beforeEach(() => {
vi.clearAllMocks()
reset()
eventBus.clear()
mockSupabase.auth.getUser.mockResolvedValue({ data: { user } })
})
describe('GET /api/parties', () => {
it('returns 401 when not authenticated', async () => {
mockSupabase.auth.getUser.mockResolvedValue({ data: { user: null } })
const { status } = await parseJsonResponse(await listGet(createMockRequest('/api/parties'), noParams))
expect(status).toBe(401)
})
it('rejects an unknown view with 400', async () => {
const { status } = await parseJsonResponse(await listGet(createMockRequest('/api/parties?view=nope'), noParams))
expect(status).toBe(400)
expect(getRegister).not.toHaveBeenCalled()
})
it('passes view, query and period to the read model for the active company', async () => {
const register = { counts: { suggested: 1, suggestedSuppliers: 1, suggestedCustomers: 0, observed: 0, confirmed: 3 }, rows: [], observed: [], generic: { count: 0, expenseSek: 0, examples: [] }, period: 'all' }
getRegister.mockResolvedValue(register)
const { status, body } = await parseJsonResponse<{ data: typeof register }>(
await listGet(createMockRequest('/api/parties?view=observed&q=beijer&period=all'), noParams),
)
expect(status).toBe(200)
expect(body.data).toEqual(register)
expect(getRegister).toHaveBeenCalledWith(mockSupabase, 'company-1', { view: 'observed', q: 'beijer', period: 'all' })
})
it('no longer accepts the register views that moved to Leverantörer and Kunder', async () => {
const { status } = await parseJsonResponse(await listGet(createMockRequest('/api/parties?view=suppliers'), noParams))
expect(status).toBe(400)
})
})
describe('GET /api/parties/[id]', () => {
it('returns 404 for a party that is not in the company', async () => {
getDossier.mockResolvedValue(null)
const { status } = await parseJsonResponse(
await dossierGet(createMockRequest(`/api/parties/${PARTY}`), { params: Promise.resolve({ id: PARTY }) }),
)
expect(status).toBe(404)
})
it('returns 404 for a malformed id without touching the database', async () => {
const { status } = await parseJsonResponse(
await dossierGet(createMockRequest('/api/parties/not-a-uuid'), { params: Promise.resolve({ id: 'not-a-uuid' }) }),
)
expect(status).toBe(404)
expect(getDossier).not.toHaveBeenCalled()
})
it('returns the dossier', async () => {
const dossier = { party: { id: PARTY, displayName: 'Loopia AB' }, facts: [], identities: [], decisions: [], vouchers: [], similar: [] }
getDossier.mockResolvedValue(dossier)
const { status, body } = await parseJsonResponse<{ data: typeof dossier }>(
await dossierGet(createMockRequest(`/api/parties/${PARTY}`), { params: Promise.resolve({ id: PARTY }) }),
)
expect(status).toBe(200)
expect(body.data.party.displayName).toBe('Loopia AB')
expect(getDossier).toHaveBeenCalledWith(mockSupabase, 'company-1', PARTY)
})
})
describe('POST /api/parties/suggest', () => {
it('runs the pipeline for the caller and company', async () => {
const summary = { observed: 10, suggested: 4, skipped: 6, created: 3, attached: 1, identities: 2, facts: 5 }
suggestPartiesForCompany.mockResolvedValue(summary)
const { status, body } = await parseJsonResponse<{ data: typeof summary }>(await suggestPost(createMockRequest('/api/parties/suggest', { method: 'POST' }), noParams))
expect(status).toBe(200)
expect(body.data).toEqual(summary)
expect(suggestPartiesForCompany).toHaveBeenCalledWith(mockSupabase, 'company-1', 'user-1')
})
})
describe('POST /api/parties/decide', () => {
it('rejects an empty id list and an unknown kind', async () => {
const a = await parseJsonResponse(await decidePost(json('/api/parties/decide', { partyIds: [], kind: 'confirm' }), noParams))
expect(a.status).toBe(400)
const b = await parseJsonResponse(await decidePost(json('/api/parties/decide', { partyIds: [PARTY], kind: 'merge' }), noParams))
expect(b.status).toBe(400)
})
it('calls decide_parties with the caller identity and returns the count', async () => {
enqueue({ data: 2 })
const { status, body } = await parseJsonResponse<{ data: { count: number; kind: string } }>(
await decidePost(json('/api/parties/decide', { partyIds: [PARTY, OTHER], kind: 'confirm', note: 'from queue' }), noParams),
)
expect(status).toBe(200)
expect(body.data).toEqual({ count: 2, kind: 'confirm' })
expect(mockSupabase.rpc).toHaveBeenCalledWith('decide_parties', {
p_company_id: 'company-1',
p_user_id: 'user-1',
p_party_ids: [PARTY, OTHER],
p_kind: 'confirm',
p_note: 'from queue',
})
})
})
describe('POST /api/parties/decide/undo', () => {
it('reverses the latest decisions for the given parties', async () => {
enqueue({ data: 1 })
const { status, body } = await parseJsonResponse<{ data: { count: number } }>(
await undoDecidePost(json('/api/parties/decide/undo', { partyIds: [PARTY] }), noParams),
)
expect(status).toBe(200)
expect(body.data).toEqual({ count: 1 })
expect(mockSupabase.rpc).toHaveBeenCalledWith('undo_party_decisions', { p_company_id: 'company-1', p_user_id: 'user-1', p_party_ids: [PARTY] })
})
})
describe('POST /api/parties/merge', () => {
it('rejects a survivor listed among the merged ids', async () => {
const { status } = await parseJsonResponse(await mergePost(json('/api/parties/merge', { survivorId: PARTY, mergedIds: [PARTY] }), noParams))
expect(status).toBe(400)
expect(mockSupabase.rpc).not.toHaveBeenCalled()
})
it('maps a foreign or merged party to 404', async () => {
enqueue({ data: null, error: { code: '23503', message: 'survivor is not a live party of this company' } })
const { status } = await parseJsonResponse(await mergePost(json('/api/parties/merge', { survivorId: PARTY, mergedIds: [OTHER] }), noParams))
expect(status).toBe(404)
})
it('returns the decision id for undo', async () => {
enqueue({ data: DECISION })
const { status, body } = await parseJsonResponse<{ data: { decisionId: string; survivorId: string; mergedIds: string[] } }>(
await mergePost(json('/api/parties/merge', { survivorId: PARTY, mergedIds: [OTHER], note: 'same supplier' }), noParams),
)
expect(status).toBe(200)
expect(body.data).toEqual({ decisionId: DECISION, survivorId: PARTY, mergedIds: [OTHER] })
expect(mockSupabase.rpc).toHaveBeenCalledWith('merge_parties', {
p_company_id: 'company-1',
p_user_id: 'user-1',
p_survivor: PARTY,
p_merged: [OTHER],
p_note: 'same supplier',
})
})
})
describe('POST /api/parties/merge/undo', () => {
it('validates the decision id', async () => {
const { status } = await parseJsonResponse(await undoMergePost(json('/api/parties/merge/undo', { decisionId: 'x' }), noParams))
expect(status).toBe(400)
})
it('restores the merged parties', async () => {
enqueue({ data: 2 })
const { status, body } = await parseJsonResponse<{ data: { restored: number } }>(
await undoMergePost(json('/api/parties/merge/undo', { decisionId: DECISION }), noParams),
)
expect(status).toBe(200)
expect(body.data).toEqual({ restored: 2 })
expect(mockSupabase.rpc).toHaveBeenCalledWith('undo_party_merge', { p_company_id: 'company-1', p_user_id: 'user-1', p_decision_id: DECISION })
})
})
describe('POST /api/parties/promote', () => {
it('rejects an item without roles', async () => {
const { status } = await parseJsonResponse(await promotePost(json('/api/parties/promote', { items: [{ partyId: PARTY, roles: [] }] }), noParams))
expect(status).toBe(400)
expect(mockSupabase.rpc).not.toHaveBeenCalled()
})
it('maps a foreign or archived party to 404', async () => {
enqueue({ data: null, error: { code: '23503', message: 'not a live party' } })
const { status } = await parseJsonResponse(await promotePost(json('/api/parties/promote', { items: [{ partyId: PARTY, roles: ['supplier'] }] }), noParams))
expect(status).toBe(404)
})
it('calls promote_parties with snake_case items and returns the counts', async () => {
enqueue({ data: { parties: 2, suppliers: 1, customers: 1 } })
const { status, body } = await parseJsonResponse<{ data: { parties: number; suppliers: number; customers: number } }>(
await promotePost(
json('/api/parties/promote', {
items: [
{ partyId: PARTY, roles: ['supplier'] },
{ partyId: OTHER, roles: ['customer'] },
],
}),
noParams,
),
)
expect(status).toBe(200)
expect(body.data).toEqual({ parties: 2, suppliers: 1, customers: 1 })
expect(mockSupabase.rpc).toHaveBeenCalledWith('promote_parties', {
p_company_id: 'company-1',
p_user_id: 'user-1',
p_items: [
{ party_id: PARTY, roles: ['supplier'] },
{ party_id: OTHER, roles: ['customer'] },
],
})
})
})
describe('POST /api/parties/promote/undo', () => {
it('reverses promotions for the given parties', async () => {
enqueue({ data: 2 })
const { status, body } = await parseJsonResponse<{ data: { count: number } }>(
await undoPromotePost(json('/api/parties/promote/undo', { partyIds: [PARTY, OTHER] }), noParams),
)
expect(status).toBe(200)
expect(body.data).toEqual({ count: 2 })
expect(mockSupabase.rpc).toHaveBeenCalledWith('undo_party_promotions', { p_company_id: 'company-1', p_user_id: 'user-1', p_party_ids: [PARTY, OTHER] })
})
})