Files
accounted/app/api/invoices/__tests__/route.test.ts
T
MattssonandClaude Fable 5 f9ea9c0082 Add/pdf and templates (#705)
* fix(invoices): apply configured voucher series to payments + preview next voucher

The booking engine resolves the series from
default_voucher_series_per_source_type, but the global "Standardserie"
dropdown wrote a separate field the engine ignored, and cash-method invoice
payments (invoice_cash_payment) weren't exposed in settings — so configured
series were silently dropped to "A".

- Expose cash/private payment source types in the per-source-type form
- Write the global default through to the map on save, keeping overrides
- Resolve voucher-sequences/next by source_type (+date) to match the engine
- Show the upcoming voucher (V2) in the payment dialog title
- Share resolveInvoicePaymentSourceType so preview and booking can't drift

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(salary): keep AGI panel in sync with Skatteverket signing state

The AGI panel mixed run-scoped generation state (agi_generated_at,
agi_declarations) with period-scoped submission state (extension_data
agi_submission_{period}), so the two could drift and present
contradictory UI. Reconcile them:

- Auto-detect a Mina Sidor BankID signature: while awaiting_signing,
  poll /agi/kvittenser on mount and on tab refocus so the panel flips
  to "signed" (hiding the signing actions) without a manual
  "Hamta kvittens" click.
- Warn instead of offering to sign when the locked granskningsunderlag
  predates the run's latest AGI generation (draftIsStale) — avoids
  filing superseded figures.
- Self-heal a stale "AGI-XML saknas" error once the run's AGI is
  (re)generated out-of-band (MCP/API/other tab).
- Refetch the salary run on tab focus so agi_generated_at reflects
  out-of-band generation without a hard reload.
- /agi/lasUpp now clears the cached agi_submission_{period} record, so
  unlocking drops the panel back to the pre-submission state instead of
  stranding it on a released "redo att signeras" draft.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat: Implement VAT registration handling and invoice item line types

- Added VAT registration check in commitCreateInvoice to set VAT rate to 0% for non-VAT registered companies.
- Updated invoice creation logic to reflect 'exempt' VAT treatment and adjusted related fields accordingly.
- Introduced support for free-text and blank spacer rows in invoice items by adding a new line_type field.
- Enhanced invoice and credit note handling to accommodate new line types.
- Added new localized messages for text rows in English and Swedish.
- Created tests for salary run approval logic, ensuring bank details are validated correctly.
- Implemented effective net payout calculation for salary runs, considering tax overrides.
- Added SQL migrations to support new invoice item line types and accounting method awareness for linking invoices to vouchers.

* feat(articles): artikelregister with revenue account + VAT rate per article

Article register (non-inventory) with per-article VAT rate and optional
BAS class-3 revenue-account override. Includes API routes, UI pages,
MCP tools, pending-operation staging, and the activate-or-create
account flow (ACCOUNTS_NOT_IN_CHART -> ActivateAccountsDialog,
unknown numbers -> AddAccountDialog) reusing the journal entry UX.

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

* feat(bookkeeping): no-doc-required batch + bulk-missing endpoints

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

* feat(payments): supplier payment lines + cash-method invoice matching

Shared payment-line proposal for supplier invoices, improved
match-invoice/match-supplier-invoice flows (kontantmetoden-aware),
and voucher-link support without requiring a 151x clearing entry.

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

* feat(bookkeeping): new journal entry dialog, SIE import tweaks, misc

New journal entry dialog component, journal list/page updates,
invoice editor updates, SIE import adjustments, transaction ingest
and api-key tweaks, pr-agent workflow update.

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

* feat(invoices): implement tax reduction features and localization updates

* feat(tests): add VAT registration gate to pending operations commit tests

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 13:52:24 +02:00

528 lines
18 KiB
TypeScript

import { describe, it, expect, vi, beforeEach } from 'vitest'
import {
createMockRequest,
parseJsonResponse,
createQueuedMockSupabase,
makeInvoice,
makeCustomer,
} 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 mockGetVatRules = vi.fn()
const mockCalculateVat = vi.fn()
const mockGetAvailableVatRates = vi.fn()
vi.mock('@/lib/invoices/vat-rules', () => ({
getVatRules: (...args: unknown[]) => mockGetVatRules(...args),
calculateVat: (...args: unknown[]) => mockCalculateVat(...args),
getAvailableVatRates: (...args: unknown[]) => mockGetAvailableVatRates(...args),
calculateTotal: vi.fn(),
}))
vi.mock('@/lib/currency/riksbanken', () => ({
fetchExchangeRate: vi.fn().mockResolvedValue(null),
convertToSEK: vi.fn(),
}))
const mockCreateCreditNoteJournalEntry = vi.fn()
vi.mock('@/lib/bookkeeping/invoice-entries', () => ({
createCreditNoteJournalEntry: (...args: unknown[]) =>
mockCreateCreditNoteJournalEntry(...args),
}))
import { GET, POST } from '../route'
describe('GET /api/invoices', () => {
const mockUser = { id: 'user-1', email: 'test@test.se' }
beforeEach(() => {
vi.clearAllMocks()
reset()
eventBus.clear()
mockSupabase.auth.getUser.mockResolvedValue({ data: { user: mockUser } })
})
it('returns 401 when not authenticated', async () => {
mockSupabase.auth.getUser.mockResolvedValue({ data: { user: null } })
const request = createMockRequest('/api/invoices')
const response = await GET(request)
const { status, body } = await parseJsonResponse(response)
expect(status).toBe(401)
expect(body).toEqual({ error: 'Unauthorized' })
})
it('returns invoices list', async () => {
const invoices = [makeInvoice(), makeInvoice()]
enqueue({ data: invoices, error: null, count: 2 })
const request = createMockRequest('/api/invoices')
const response = await GET(request)
const { status, body } = await parseJsonResponse<{ data: unknown[]; count: number }>(response)
expect(status).toBe(200)
expect(body.data).toEqual(invoices)
expect(body.count).toBe(2)
})
it('applies status filter', async () => {
enqueue({ data: [], error: null, count: 0 })
const request = createMockRequest('/api/invoices', {
searchParams: { status: 'sent' },
})
const response = await GET(request)
const { status } = await parseJsonResponse(response)
expect(status).toBe(200)
expect(mockSupabase.from).toHaveBeenCalledWith('invoices')
})
it('applies pagination', async () => {
enqueue({ data: [], error: null, count: 0 })
const request = createMockRequest('/api/invoices', {
searchParams: { limit: '10', offset: '20' },
})
const response = await GET(request)
const { status } = await parseJsonResponse(response)
expect(status).toBe(200)
})
it('returns 500 on database error', async () => {
enqueue({ data: null, error: { message: 'DB error' } })
const request = createMockRequest('/api/invoices')
const response = await GET(request)
const { status, body } = await parseJsonResponse<{ error: string }>(response)
expect(status).toBe(500)
// GET passes through errorResponse which maps unknown DB errors to INTERNAL_ERROR
expect((body.error as unknown as { code: string }).code).toBe('INTERNAL_ERROR')
})
})
const VALID_UUID = '550e8400-e29b-41d4-a716-446655440000'
const VALID_UUID_2 = '550e8400-e29b-41d4-a716-446655440001'
describe('POST /api/invoices (create invoice)', () => {
const mockUser = { id: 'user-1', email: 'test@test.se' }
beforeEach(() => {
vi.clearAllMocks()
reset()
eventBus.clear()
mockSupabase.auth.getUser.mockResolvedValue({ data: { user: mockUser } })
})
it('returns 401 when not authenticated', async () => {
mockSupabase.auth.getUser.mockResolvedValue({ data: { user: null } })
const request = createMockRequest('/api/invoices', {
method: 'POST',
body: { customer_id: VALID_UUID, items: [] },
})
const response = await POST(request)
const { status, body } = await parseJsonResponse(response)
expect(status).toBe(401)
expect(body).toEqual({ error: 'Unauthorized' })
})
it('returns 404 when customer not found', async () => {
enqueue({ data: null, error: { message: 'Not found' } })
const request = createMockRequest('/api/invoices', {
method: 'POST',
body: {
customer_id: VALID_UUID_2,
invoice_date: '2024-06-15',
due_date: '2024-07-15',
currency: 'SEK',
items: [{ description: 'Test', quantity: 1, unit: 'st', unit_price: 1000 }],
},
})
const response = await POST(request)
const { status, body } = await parseJsonResponse<{ error: string }>(response)
expect(status).toBe(404)
expect((body.error as unknown as { code: string }).code).toBe('INVOICE_CUSTOMER_NOT_FOUND')
})
it('creates invoice with items and emits event', async () => {
const customer = makeCustomer({ id: VALID_UUID })
const createdInvoice = makeInvoice({ id: 'inv-1', invoice_number: null })
mockGetVatRules.mockReturnValue({
treatment: 'standard_25',
rate: 25,
momsRuta: '10',
reverseChargeText: null,
})
mockCalculateVat.mockReturnValue(2500)
mockGetAvailableVatRates.mockReturnValue([
{ rate: 25, label: '25%', treatment: 'standard_25' },
{ rate: 12, label: '12%', treatment: 'reduced_12' },
{ rate: 6, label: '6%', treatment: 'reduced_6' },
{ rate: 0, label: '0% (momsfri)', treatment: 'exempt' },
])
// Fetch customer
enqueue({ data: customer, error: null })
// company_settings.vat_registered gate (registered → VAT flows as before)
enqueue({ data: { vat_registered: true }, error: null })
// Insert invoice (number is null on insert; allocated immediately after items)
enqueue({ data: createdInvoice, error: null })
// Insert items
enqueue({ data: null, error: null })
// ensureInvoiceNumber → generate_invoice_number RPC
enqueue({ data: '2026001', error: null })
// Fetch complete invoice
enqueue({ data: { ...createdInvoice, invoice_number: '2026001', customer, items: [] }, error: null })
const emitSpy = vi.spyOn(eventBus, 'emit')
const request = createMockRequest('/api/invoices', {
method: 'POST',
body: {
customer_id: VALID_UUID,
invoice_date: '2024-06-15',
due_date: '2024-07-15',
currency: 'SEK',
items: [{ description: 'Consulting', quantity: 10, unit: 'tim', unit_price: 1000 }],
},
})
const response = await POST(request)
const { status, body } = await parseJsonResponse<{ data: unknown }>(response)
expect(status).toBe(200)
expect(body.data).toBeTruthy()
expect(emitSpy).toHaveBeenCalledWith(
expect.objectContaining({ type: 'invoice.created' })
)
})
it('saves an unnumbered draft without a number or event when save_as_draft is true', async () => {
const customer = makeCustomer({ id: VALID_UUID })
const createdInvoice = makeInvoice({ id: 'inv-1', invoice_number: null })
mockGetVatRules.mockReturnValue({
treatment: 'standard_25',
rate: 25,
momsRuta: '10',
reverseChargeText: null,
})
mockCalculateVat.mockReturnValue(2500)
mockGetAvailableVatRates.mockReturnValue([
{ rate: 25, label: '25%', treatment: 'standard_25' },
{ rate: 12, label: '12%', treatment: 'reduced_12' },
{ rate: 6, label: '6%', treatment: 'reduced_6' },
{ rate: 0, label: '0% (momsfri)', treatment: 'exempt' },
])
// Fetch customer
enqueue({ data: customer, error: null })
// company_settings.vat_registered gate (registered → VAT flows as before)
enqueue({ data: { vat_registered: true }, error: null })
// Insert invoice (stays unnumbered — the allocation step is skipped)
enqueue({ data: createdInvoice, error: null })
// Insert items
enqueue({ data: null, error: null })
// Fetch complete invoice (still unnumbered; no generate_invoice_number RPC)
enqueue({ data: { ...createdInvoice, invoice_number: null, customer, items: [] }, error: null })
const emitSpy = vi.spyOn(eventBus, 'emit')
const request = createMockRequest('/api/invoices', {
method: 'POST',
body: {
customer_id: VALID_UUID,
invoice_date: '2024-06-15',
due_date: '2024-07-15',
currency: 'SEK',
save_as_draft: true,
items: [{ description: 'Consulting', quantity: 10, unit: 'tim', unit_price: 1000 }],
},
})
const response = await POST(request)
const { status, body } = await parseJsonResponse<{ data: { invoice_number: string | null } }>(response)
expect(status).toBe(200)
expect(body.data.invoice_number).toBeNull()
expect(emitSpy).not.toHaveBeenCalledWith(
expect.objectContaining({ type: 'invoice.created' })
)
})
it('rolls back invoice when items insertion fails', async () => {
const customer = makeCustomer({ id: VALID_UUID })
const createdInvoice = makeInvoice({ id: 'inv-1' })
mockGetVatRules.mockReturnValue({
treatment: 'standard_25',
rate: 25,
momsRuta: '10',
reverseChargeText: null,
})
mockCalculateVat.mockReturnValue(2500)
mockGetAvailableVatRates.mockReturnValue([
{ rate: 25, label: '25%', treatment: 'standard_25' },
{ rate: 12, label: '12%', treatment: 'reduced_12' },
{ rate: 6, label: '6%', treatment: 'reduced_6' },
{ rate: 0, label: '0% (momsfri)', treatment: 'exempt' },
])
enqueue({ data: customer, error: null })
// company_settings.vat_registered gate (registered → VAT flows as before)
enqueue({ data: { vat_registered: true }, error: null })
enqueue({ data: createdInvoice, error: null })
// Items insertion fails
enqueue({ data: null, error: { message: 'Items insert failed' } })
// Rollback delete
enqueue({ data: null, error: null })
const request = createMockRequest('/api/invoices', {
method: 'POST',
body: {
customer_id: VALID_UUID,
invoice_date: '2024-06-15',
due_date: '2024-07-15',
currency: 'SEK',
items: [{ description: 'Test', quantity: 1, unit: 'st', unit_price: 1000 }],
},
})
const response = await POST(request)
const { status, body } = await parseJsonResponse<{ error: string }>(response)
expect(status).toBe(500)
expect((body.error as unknown as { code: string }).code).toBe('INVOICE_CREATE_ITEMS_FAILED')
})
it('soft-cancels the invoice when invoice-number allocation fails', async () => {
const customer = makeCustomer({ id: VALID_UUID })
const createdInvoice = makeInvoice({ id: 'inv-1', invoice_number: null })
mockGetVatRules.mockReturnValue({
treatment: 'standard_25',
rate: 25,
momsRuta: '10',
reverseChargeText: null,
})
mockCalculateVat.mockReturnValue(2500)
mockGetAvailableVatRates.mockReturnValue([
{ rate: 25, label: '25%', treatment: 'standard_25' },
{ rate: 12, label: '12%', treatment: 'reduced_12' },
{ rate: 6, label: '6%', treatment: 'reduced_6' },
{ rate: 0, label: '0% (momsfri)', treatment: 'exempt' },
])
enqueue({ data: customer, error: null })
// company_settings.vat_registered gate (registered → VAT flows as before)
enqueue({ data: { vat_registered: true }, error: null })
enqueue({ data: createdInvoice, error: null })
// Items insertion succeeds
enqueue({ data: null, error: null })
// generate_invoice_number RPC fails
enqueue({ data: null, error: { message: 'sequence locked' } })
// Rollback path: re-fetch invoice_number, then soft-cancel.
enqueue({ data: { invoice_number: null }, error: null })
enqueue({ data: null, error: null })
const request = createMockRequest('/api/invoices', {
method: 'POST',
body: {
customer_id: VALID_UUID,
invoice_date: '2024-06-15',
due_date: '2024-07-15',
currency: 'SEK',
items: [{ description: 'Test', quantity: 1, unit: 'st', unit_price: 1000 }],
},
})
const response = await POST(request)
const { status, body } = await parseJsonResponse<{ error: string }>(response)
expect(status).toBe(500)
expect((body.error as unknown as { code: string }).code).toBe('INVOICE_CREATE_NUMBER_ASSIGN_FAILED')
})
})
describe('POST /api/invoices (create credit note)', () => {
const mockUser = { id: 'user-1', email: 'test@test.se' }
beforeEach(() => {
vi.clearAllMocks()
reset()
eventBus.clear()
mockSupabase.auth.getUser.mockResolvedValue({ data: { user: mockUser } })
})
it('returns 404 when original invoice not found', async () => {
enqueue({ data: null, error: { message: 'Not found' } })
const request = createMockRequest('/api/invoices', {
method: 'POST',
body: { credited_invoice_id: VALID_UUID_2 },
})
const response = await POST(request)
const { status, body } = await parseJsonResponse<{ error: string }>(response)
expect(status).toBe(404)
expect((body.error as unknown as { code: string }).code).toBe('INVOICE_CREDIT_ORIGINAL_NOT_FOUND')
})
it('returns 400 when invoice is already credited', async () => {
const original = makeInvoice({ id: VALID_UUID, status: 'credited' })
enqueue({ data: original, error: null })
const request = createMockRequest('/api/invoices', {
method: 'POST',
body: { credited_invoice_id: VALID_UUID },
})
const response = await POST(request)
const { status, body } = await parseJsonResponse<{ error: string }>(response)
expect(status).toBe(400)
expect((body.error as unknown as { code: string }).code).toBe('INVOICE_CREDIT_ALREADY_CREDITED')
})
it('returns 400 when invoice is in draft status', async () => {
const original = makeInvoice({ id: VALID_UUID, status: 'draft' })
enqueue({ data: original, error: null })
const request = createMockRequest('/api/invoices', {
method: 'POST',
body: { credited_invoice_id: VALID_UUID },
})
const response = await POST(request)
const { status, body } = await parseJsonResponse<{ error: string }>(response)
expect(status).toBe(400)
expect((body.error as unknown as { code: string }).code).toBe('INVOICE_CREDIT_NOT_SENT')
})
it('creates credit note with negated amounts and emits event', async () => {
const items = [
{
id: 'item-1',
invoice_id: 'inv-1',
sort_order: 0,
description: 'Consulting',
quantity: 10,
unit: 'tim',
unit_price: 1000,
line_total: 10000,
vat_rate: 25,
vat_amount: 2500,
created_at: '2024-06-15T14:30:00Z',
},
]
const original = makeInvoice({
id: VALID_UUID,
status: 'sent',
subtotal: 10000,
vat_amount: 2500,
total: 12500,
items,
})
const creditNote = makeInvoice({
id: 'cn-1',
credited_invoice_id: VALID_UUID,
subtotal: -10000,
vat_amount: -2500,
total: -12500,
status: 'sent',
})
// Fetch original invoice
enqueue({ data: original, error: null })
// Insert credit note
enqueue({ data: creditNote, error: null })
// Insert credit note items
enqueue({ data: null, error: null })
// Update original status to 'credited'
enqueue({ data: null, error: null })
// Fetch complete credit note
enqueue({ data: { ...creditNote, items: [] }, error: null })
// Fetch company settings for entity type
enqueue({ data: { entity_type: 'enskild_firma' }, error: null })
mockCreateCreditNoteJournalEntry.mockResolvedValue({ id: 'je-1' })
// Update credit note with journal_entry_id
enqueue({ data: null, error: null })
const emitSpy = vi.spyOn(eventBus, 'emit')
const request = createMockRequest('/api/invoices', {
method: 'POST',
body: { credited_invoice_id: VALID_UUID },
})
const response = await POST(request)
const { status, body } = await parseJsonResponse<{ data: unknown }>(response)
expect(status).toBe(200)
expect(body.data).toBeTruthy()
expect(emitSpy).toHaveBeenCalledWith(
expect.objectContaining({ type: 'credit_note.created' })
)
})
it('rolls back credit note when items insertion fails', async () => {
const original = makeInvoice({
id: VALID_UUID,
status: 'sent',
items: [
{
id: 'item-1',
invoice_id: 'inv-1',
sort_order: 0,
description: 'Test',
quantity: 1,
unit: 'st',
unit_price: 1000,
line_total: 1000,
vat_rate: 25,
vat_amount: 250,
created_at: '2024-06-15T14:30:00Z',
},
],
})
const creditNote = makeInvoice({ id: 'cn-1' })
enqueue({ data: original, error: null })
enqueue({ data: creditNote, error: null })
// Items fail
enqueue({ data: null, error: { message: 'Items insert failed' } })
// Rollback delete
enqueue({ data: null, error: null })
const request = createMockRequest('/api/invoices', {
method: 'POST',
body: { credited_invoice_id: VALID_UUID },
})
const response = await POST(request)
const { status, body } = await parseJsonResponse<{ error: string }>(response)
expect(status).toBe(500)
expect((body.error as unknown as { code: string }).code).toBe('INVOICE_CREATE_ITEMS_FAILED')
})
})