Files
accounted/lib/bookkeeping/__tests__/voucher-series-resolver.test.ts
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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  filing superseded figures.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

188 lines
5.6 KiB
TypeScript

import { describe, it, expect } from 'vitest'
import {
applyDefaultSeriesToMap,
formatVoucher,
parseVoucher,
resolveDefaultSeriesForSource,
} from '../voucher-series-resolver'
describe('resolveDefaultSeriesForSource', () => {
it('returns A when settings is null', () => {
expect(resolveDefaultSeriesForSource(null, 'manual')).toBe('A')
})
it('returns A when settings is undefined', () => {
expect(resolveDefaultSeriesForSource(undefined, 'manual')).toBe('A')
})
it('returns A when the map is missing entirely', () => {
expect(
resolveDefaultSeriesForSource(
{ default_voucher_series_per_source_type: null },
'manual',
),
).toBe('A')
})
it('returns A when the source_type is not in the map', () => {
expect(
resolveDefaultSeriesForSource(
{ default_voucher_series_per_source_type: { manual: 'A' } },
'supplier_invoice_registered',
),
).toBe('A')
})
it('returns the configured letter for a known source_type', () => {
expect(
resolveDefaultSeriesForSource(
{
default_voucher_series_per_source_type: {
manual: 'A',
supplier_invoice_registered: 'B',
salary_payment: 'C',
},
},
'supplier_invoice_registered',
),
).toBe('B')
expect(
resolveDefaultSeriesForSource(
{
default_voucher_series_per_source_type: {
manual: 'A',
supplier_invoice_registered: 'B',
salary_payment: 'C',
},
},
'salary_payment',
),
).toBe('C')
})
it('accepts a bare map (no settings wrapper)', () => {
expect(
resolveDefaultSeriesForSource(
{ manual: 'A', supplier_invoice_registered: 'B' },
'supplier_invoice_registered',
),
).toBe('B')
})
it('rejects invalid values and falls back to A', () => {
expect(
resolveDefaultSeriesForSource(
{ default_voucher_series_per_source_type: { manual: 'lowercase' } },
'manual',
),
).toBe('A')
expect(
resolveDefaultSeriesForSource(
{ default_voucher_series_per_source_type: { manual: 'AB' } },
'manual',
),
).toBe('A')
expect(
resolveDefaultSeriesForSource(
{ default_voucher_series_per_source_type: { manual: '' } },
'manual',
),
).toBe('A')
expect(
resolveDefaultSeriesForSource(
{ default_voucher_series_per_source_type: { manual: '1' } },
'manual',
),
).toBe('A')
})
})
describe('applyDefaultSeriesToMap', () => {
it('moves types following the old default onto the new default', () => {
const result = applyDefaultSeriesToMap(
{ manual: 'A', invoice_paid: 'A', invoice_cash_payment: 'A' },
'A',
'V',
)
expect(result).toEqual({ manual: 'V', invoice_paid: 'V', invoice_cash_payment: 'V' })
})
it('preserves explicit per-type overrides that differ from the old default', () => {
const result = applyDefaultSeriesToMap(
{ manual: 'A', supplier_invoice_paid: 'B', salary_payment: 'C' },
'A',
'V',
)
// Only the type that was following the old default (A) moves; B and C stay.
expect(result).toEqual({ manual: 'V', supplier_invoice_paid: 'B', salary_payment: 'C' })
})
it('does not mutate the input map', () => {
const input = { manual: 'A', invoice_paid: 'A' }
applyDefaultSeriesToMap(input, 'A', 'V')
expect(input).toEqual({ manual: 'A', invoice_paid: 'A' })
})
it('returns an empty map when given null/undefined', () => {
expect(applyDefaultSeriesToMap(null, 'A', 'V')).toEqual({})
expect(applyDefaultSeriesToMap(undefined, 'A', 'V')).toEqual({})
})
it('is a no-op on values when old and new default are equal', () => {
const result = applyDefaultSeriesToMap(
{ manual: 'A', supplier_invoice_paid: 'B' },
'A',
'A',
)
expect(result).toEqual({ manual: 'A', supplier_invoice_paid: 'B' })
})
})
describe('formatVoucher', () => {
it('formats series + number for a posted entry', () => {
expect(formatVoucher({ voucher_series: 'A', voucher_number: 1 })).toBe('A1')
expect(formatVoucher({ voucher_series: 'B', voucher_number: 12 })).toBe('B12')
})
it('returns em dash for null voucher_number', () => {
expect(formatVoucher({ voucher_series: 'A', voucher_number: null })).toBe('—')
})
it('returns em dash for voucher_number 0 (uncommitted draft placeholder)', () => {
expect(formatVoucher({ voucher_series: 'A', voucher_number: 0 })).toBe('—')
})
it('falls back to series A when series is null', () => {
expect(formatVoucher({ voucher_series: null, voucher_number: 5 })).toBe('A5')
})
it('uppercases the series', () => {
expect(formatVoucher({ voucher_series: 'b', voucher_number: 3 })).toBe('B3')
})
})
describe('parseVoucher', () => {
it('parses a well-formed label', () => {
expect(parseVoucher('A1')).toEqual({ series: 'A', number: 1 })
expect(parseVoucher('B12')).toEqual({ series: 'B', number: 12 })
})
it('round-trips with formatVoucher', () => {
const label = formatVoucher({ voucher_series: 'C', voucher_number: 42 })
expect(parseVoucher(label)).toEqual({ series: 'C', number: 42 })
})
it('uppercases and trims input', () => {
expect(parseVoucher(' a5 ')).toEqual({ series: 'A', number: 5 })
})
it('returns null for malformed input', () => {
expect(parseVoucher('')).toBeNull()
expect(parseVoucher('—')).toBeNull()
expect(parseVoucher('123')).toBeNull()
expect(parseVoucher('AA1')).toBeNull()
expect(parseVoucher('A0')).toBeNull()
expect(parseVoucher('A-1')).toBeNull()
})
})