Files
accounted/lib/reports/__tests__/journal-register.test.ts
T
MattssonandClaude Opus 4.6 0dd1f5ebc1 feat: multi-tenant company refactor (GNU-19) (#153)
* feat: multi-tenant company refactor (GNU-19)

Introduce companies table, company_members, and user_preferences to
support multiple companies per user. All data scoping changes from
user_id to company_id across the entire codebase.

Key changes:
- Database migration: new tables, company_id on 40+ tables, backfill,
  RLS rewrite from user_id to company-member-based, updated RPCs
- Types: Company, CompanyMember, CompanyRole, UserPreferences types;
  company_id added to all entity interfaces; companyId on all events
- Engine: all 7 core functions take companyId; storno, period, year-end
  services updated; 16 report generators updated
- Middleware: company context resolution (cookie → prefs → first company)
- API routes: ~120 routes updated with requireCompanyId()
- Frontend: CompanyProvider context, layout/dashboard/onboarding updated
- Extensions: context factory, 9 extensions, all lib files updated
- Tests: 1880 tests passing, all helpers updated with company_id defaults

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add database migrations for multi-tenant company and team system (GNU-19)

Adds company_invitations, company creation RPC, team_members, account
deletion RPC, and teams table refactor migrations. Updates base
multi-tenant migration with cascading FKs and onboarding_step column.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add team types and update core infrastructure for multi-tenancy (GNU-19)

Adds TeamRole, MemberSource, and Team types. Refactors Supabase service
client to be stateless, updates middleware for team-aware routing, extends
CompanyContext with team/role fields, and updates extension service types
to accept companyId.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* refactor: thread company_id through business logic functions (GNU-19)

Replaces user_id scoping with company_id across all lib modules:
bookkeeping, documents, transactions, invoices, reconciliation, tax,
deadlines, and import. Updates corresponding tests.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* refactor: thread company_id through API routes and extensions (GNU-19)

Updates all existing API routes to extract and pass companyId. Updates
enable-banking and arcim-migration extensions for company-scoped
transaction ingestion and sync.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add company and team management API routes (GNU-19)

Adds CRUD endpoints for company members, company invitations, team
members, and team invitations. Includes invite token utilities, email
templates, and company switch server action.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add team/company UI components, pages, and dashboard updates (GNU-19)

Adds CompanySwitcher, ConsultantEmptyState, Step0RoleChoice, company
members and team management panels. Updates dashboard layout for
team-aware routing, onboarding for multi-step role choice, and auth
callback for team invite acceptance. Ignores supabase/.branches/.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: add null guards for company in import page (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: move appUrl declaration to outer scope in invite route (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: add optional chaining for company.name in members section (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: add optional chaining for second company.name in members section (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: add null guards for company in extension components (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: pass companyId to executeSIEImport in arcim-migration extension (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: update tests to use companyId instead of userId and improve type handling

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-31 16:41:52 +02:00

206 lines
9.1 KiB
TypeScript

import { describe, it, expect, vi, beforeEach } from 'vitest'
// ============================================================
// Mock — table-keyed result queues
// ============================================================
type MockResult = { data?: unknown; error?: unknown }
let mockResults: Record<string, MockResult[]>
function makeBuilder(tableName: string) {
const b: Record<string, unknown> = {}
for (const m of ['select', 'eq', 'in', 'neq', 'order', 'range']) {
b[m] = vi.fn().mockReturnValue(b)
}
const consume = (): MockResult => {
const queue = mockResults[tableName]
if (!queue || queue.length === 0) return { data: null, error: null }
return queue.shift()!
}
b.single = vi.fn().mockImplementation(async () => consume())
b.then = (resolve: (v: unknown) => void) => resolve(consume())
return b
}
function makeClient() {
return {
from: vi.fn().mockImplementation((table: string) => makeBuilder(table)),
// eslint-disable-next-line @typescript-eslint/no-explicit-any
} as any
}
import { generateJournalRegister } from '../journal-register'
let supabase: ReturnType<typeof makeClient>
beforeEach(() => {
vi.clearAllMocks()
mockResults = {}
supabase = makeClient()
})
describe('generateJournalRegister', () => {
it('returns empty report when no fiscal period found', async () => {
mockResults = {
fiscal_periods: [{ data: null, error: null }],
}
const report = await generateJournalRegister(supabase, 'company-1', 'period-1')
expect(report.entries).toEqual([])
expect(report.total_entries).toBe(0)
expect(report.period).toEqual({ start: '', end: '' })
})
it('returns empty report when no entries in period', async () => {
mockResults = {
fiscal_periods: [
{ data: { period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
],
journal_entry_lines: [
{ data: [], error: null },
],
}
const report = await generateJournalRegister(supabase, 'company-1', 'period-1')
expect(report.entries).toEqual([])
expect(report.total_entries).toBe(0)
expect(report.period).toEqual({ start: '2024-01-01', end: '2024-12-31' })
})
it('produces entries in registration order with correct totals', async () => {
mockResults = {
fiscal_periods: [
{ data: { period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
],
journal_entry_lines: [
{
data: [
{ account_number: '1510', debit_amount: 1250, credit_amount: 0, journal_entry_id: 'e1', journal_entries: { id: 'e1', entry_date: '2024-01-15', voucher_number: 1, voucher_series: 'A', description: 'Sale invoice', source_type: 'invoice', status: 'posted' } },
{ account_number: '3001', debit_amount: 0, credit_amount: 1000, journal_entry_id: 'e1', journal_entries: { id: 'e1', entry_date: '2024-01-15', voucher_number: 1, voucher_series: 'A', description: 'Sale invoice', source_type: 'invoice', status: 'posted' } },
{ account_number: '2611', debit_amount: 0, credit_amount: 250, journal_entry_id: 'e1', journal_entries: { id: 'e1', entry_date: '2024-01-15', voucher_number: 1, voucher_series: 'A', description: 'Sale invoice', source_type: 'invoice', status: 'posted' } },
{ account_number: '1930', debit_amount: 1250, credit_amount: 0, journal_entry_id: 'e2', journal_entries: { id: 'e2', entry_date: '2024-02-01', voucher_number: 2, voucher_series: 'A', description: 'Payment', source_type: 'transaction', status: 'posted' } },
{ account_number: '1510', debit_amount: 0, credit_amount: 1250, journal_entry_id: 'e2', journal_entries: { id: 'e2', entry_date: '2024-02-01', voucher_number: 2, voucher_series: 'A', description: 'Payment', source_type: 'transaction', status: 'posted' } },
],
error: null,
},
],
chart_of_accounts: [
{
data: [
{ account_number: '1510', account_name: 'Kundfordringar' },
{ account_number: '1930', account_name: 'Företagskonto' },
{ account_number: '2611', account_name: 'Utgående moms 25%' },
{ account_number: '3001', account_name: 'Försäljning 25%' },
],
error: null,
},
],
}
const report = await generateJournalRegister(supabase, 'company-1', 'period-1')
expect(report.total_entries).toBe(2)
expect(report.entries[0].voucher_number).toBe(1)
expect(report.entries[1].voucher_number).toBe(2)
// Entry 1: sale invoice
expect(report.entries[0].total_debit).toBe(1250)
expect(report.entries[0].total_credit).toBe(1250)
expect(report.entries[0].lines).toHaveLength(3)
// Lines sorted by account number
expect(report.entries[0].lines[0].account_number).toBe('1510')
expect(report.entries[0].lines[1].account_number).toBe('2611')
expect(report.entries[0].lines[2].account_number).toBe('3001')
// Grand totals
expect(report.total_debit).toBe(2500)
expect(report.total_credit).toBe(2500)
})
it('includes reversed entries with correct status', async () => {
mockResults = {
fiscal_periods: [
{ data: { period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
],
journal_entry_lines: [
{
data: [
{ account_number: '1930', debit_amount: 500, credit_amount: 0, journal_entry_id: 'e1', journal_entries: { id: 'e1', entry_date: '2024-01-15', voucher_number: 1, voucher_series: 'A', description: 'Original', source_type: 'manual', status: 'reversed' } },
{ account_number: '5410', debit_amount: 0, credit_amount: 500, journal_entry_id: 'e1', journal_entries: { id: 'e1', entry_date: '2024-01-15', voucher_number: 1, voucher_series: 'A', description: 'Original', source_type: 'manual', status: 'reversed' } },
{ account_number: '5410', debit_amount: 500, credit_amount: 0, journal_entry_id: 'e2', journal_entries: { id: 'e2', entry_date: '2024-01-16', voucher_number: 2, voucher_series: 'A', description: 'Reversal', source_type: 'manual', status: 'posted' } },
{ account_number: '1930', debit_amount: 0, credit_amount: 500, journal_entry_id: 'e2', journal_entries: { id: 'e2', entry_date: '2024-01-16', voucher_number: 2, voucher_series: 'A', description: 'Reversal', source_type: 'manual', status: 'posted' } },
],
error: null,
},
],
chart_of_accounts: [
{ data: [], error: null },
],
}
const report = await generateJournalRegister(supabase, 'company-1', 'period-1')
expect(report.entries[0].status).toBe('reversed')
expect(report.entries[1].status).toBe('posted')
expect(report.total_entries).toBe(2)
})
it('resolves account names from chart_of_accounts', async () => {
mockResults = {
fiscal_periods: [
{ data: { period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
],
journal_entry_lines: [
{
data: [
{ account_number: '1930', debit_amount: 100, credit_amount: 0, journal_entry_id: 'e1', journal_entries: { id: 'e1', entry_date: '2024-01-15', voucher_number: 1, voucher_series: 'A', description: 'Test', source_type: 'manual', status: 'posted' } },
{ account_number: '9999', debit_amount: 0, credit_amount: 100, journal_entry_id: 'e1', journal_entries: { id: 'e1', entry_date: '2024-01-15', voucher_number: 1, voucher_series: 'A', description: 'Test', source_type: 'manual', status: 'posted' } },
],
error: null,
},
],
chart_of_accounts: [
{
data: [
{ account_number: '1930', account_name: 'Företagskonto' },
],
error: null,
},
],
}
const report = await generateJournalRegister(supabase, 'company-1', 'period-1')
const line1930 = report.entries[0].lines.find((l) => l.account_number === '1930')!
expect(line1930.account_name).toBe('Företagskonto')
// Unknown account gets fallback name
const line9999 = report.entries[0].lines.find((l) => l.account_number === '9999')!
expect(line9999.account_name).toBe('Konto 9999')
})
it('defaults voucher_series to A when null', async () => {
mockResults = {
fiscal_periods: [
{ data: { period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
],
journal_entry_lines: [
{
data: [
{ account_number: '1930', debit_amount: 100, credit_amount: 0, journal_entry_id: 'e1', journal_entries: { id: 'e1', entry_date: '2024-01-15', voucher_number: 1, voucher_series: null, description: 'No series', source_type: 'manual', status: 'posted' } },
{ account_number: '3001', debit_amount: 0, credit_amount: 100, journal_entry_id: 'e1', journal_entries: { id: 'e1', entry_date: '2024-01-15', voucher_number: 1, voucher_series: null, description: 'No series', source_type: 'manual', status: 'posted' } },
],
error: null,
},
],
chart_of_accounts: [
{ data: [], error: null },
],
}
const report = await generateJournalRegister(supabase, 'company-1', 'period-1')
expect(report.entries[0].voucher_series).toBe('A')
})
})