Files
accounted/lib/salary/__tests__/vacation-ledger.test.ts
T
MattssonandClaude Fable 5 b6332e9ff4 Fix/skv connection flow (#1015)
* feat(salary): one-click AGI submission with filing state machine and success feedback

The AGI panel required users to know that "Ladda ner AGI-fil" was the
generate step, then click submit, signing link, and kvittens manually.
A nollkorning filing stalled on "AGI-XML saknas" pointing at a UI path
that does not exist.

- New primary button "Lamna in till Skatteverket" chains the existing
  endpoints client-side: generate XML if missing, POST underlag, poll
  kontrollresultat, create signing link, open Mina Sidor in a tab opened
  synchronously at click (popup-blocker safe). Inline stepper shows each
  step; the four old buttons become collapsed advanced/recovery actions,
  auto-expanded in stale-draft and rejected states. XML download stays
  visible and free for manual filing.
- deriveAgiFilingState() + useAgiSubmission() lift the per-period
  submission record to the run page: the progress rail and salary hero
  now render the real state machine (generated, underlag inskickat,
  vantar pa BankID-signatur, inlamnad med kvittensnummer) instead of
  telling users to "lamna in" an already-submitted declaration.
- Success card with kvittensnummer and signature metadata once signed,
  plus a toast when a poll flips the state while the page is open.
- AGI kvittens cron every 15 min instead of every 2 h so filings signed
  on another device get stamped and emailed promptly.
- Advanced submit also auto-generates, and the stale "Lon -> AGI ->
  Generera" error text now points at the real buttons.

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

* fix(enable-banking): instant OAuth callback feedback and dead-attempt cleanup

The bank redirect landed on a blank page for the several seconds the
callback spent exchanging the PSD2 session and mirroring accounts, and
every failed connect attempt left a status='error' row that rendered
forever as an "Atgard kravs" card next to a successful retry, showing
duplicate connections to the same bank.

- Stream a branded "Slutfor bankanslutningen" progress page from the
  callback: the shell flushes before the session exchange starts and a
  script/meta redirect follows when the work completes, with a 30s
  slow-work escape hatch. Fast outcomes (denial, bad params, unknown
  state) keep their plain redirects.
- Delete never-activated connection rows (no session_id, no
  accounts_data) on denial or exchange failure, and sweep leftovers for
  the same bank on the next connect. Established connections keep their
  "Atgard krävs" card via the accounts_data guard; FKs are ON DELETE
  SET NULL so deletion has no dependents.
- Show "Banken ar ansluten: hamtar dina konton" while the settings
  panel loads after the callback instead of an anonymous spinner.

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

* fix(invoices): reject re-send of issued invoices and gate bookkeeping on the sent flip

A direct POST to /api/invoices/[id]/send against an already-issued
invoice re-emailed the customer and posted a second revenue verifikat
(createInvoiceJournalEntry has no dedup), overwriting journal_entry_id
and orphaning the first entry. Only the UI hid the button; the v1 route
and the MCP commit executor already rejected non-drafts.

- Non-draft invoices now return 409 INVOICE_ALREADY_SENT.
- The draft to sent status flip is an optimistic lock (status guard plus
  row-count check); journal entry, accrual schedules, PDF archival and
  the invoice.sent event only run for the request that won the flip.
- On a flip failure the journal entry is deferred: the row stays draft
  and a retry re-runs the pipeline, ending with exactly one verifikat.

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

* fix(invoices): payment links, failure visibility and sandbox guard for recurring auto-send

- sendInvoiceFromSchedule now auto-creates an online payment link via
  applyPaymentLinkToInvoice before rendering and passes the payment
  link QR to the PDF: parity with the dashboard and v1 send routes,
  which recurring invoices silently lacked.
- The recurring cron persists last_run_warning both when a claimed run
  throws (hourly retries stay visible on the schedule) and when a stale
  schedule is rolled forward, so a deterministic failure can no longer
  skip a month silently.
- Auto-send is blocked for sandbox companies at the email chokepoint
  (freeze-and-retain: the invoice is still generated as a draft),
  covering both the cron and the run-now route with one guard.

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

* feat(salary): close the Fortnox payroll API gaps (phases 1-4)

Payroll now runs end-to-end through the open API, including onboarding a
client from another payroll system, with every write staged for approval.

- v1: per-employee payslips (list/detail/PDF), payslip line writes,
  run roster attach/remove, absence ranges (per-day storage), jamkning
  fields, cutover opening balances (single + atomic bulk PUT), vacation
  balance + vacation-year-close. PUT added to the wrapper's idempotency/
  test-key set (test keys could otherwise write through PUT).
- MCP: 10 new tools (get_employee/get_payslip/list_absence/
  get_vacation_balance reads + staged update_payslip_line,
  register_absence, create_employee, update_employee,
  set_employee_opening_balances, close_vacation_year), executors, risk
  tiers, op-type CHECK expansions. create_employee encrypts personnummer
  at staging: pending_operations never holds plaintext.
- Scope-map audit retrofit: 11 formerly unmapped tools now scoped;
  BREAKING for keys that relied on the 4 default-allow writes.
- Cutover: employee_opening_balances (derived lock trigger, self-unlocks
  on run correction), engine YTD/karens/liability integration,
  Ingaende saldon section in the employee editor.
- Arbetsschema-lite: employees.hours_per_week/workdays_per_week drive the
  hourly/daily divisors; legacy 173/21 preserved exactly at defaults so
  existing pay math is byte-identical.
- Vacation ledger + semesterberedning/arsavslut: recomputed per-year day
  balances (synced on book/correct, non-fatal), year-close with the
  min-20 floor, 5-year sparade-dagar expiry to forced payout, and a
  2920/2940 drift adjustment via the bookkeeping engine; Semester
  dashboard card with preview-then-confirm dialog.
- Fix: Zod 4 defaults leak through .partial(), which made every sparse
  employee PATCH fail validation and reset defaulted columns.

Migrations 20260713100000/101000/110000/121000/122000 (applied to
staging with version rows; prod via merge). vacation_ledger renamed from
20260713120000 to avoid colliding with vat_declaration_totals_rpc.

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

* perf: cut dashboard page-load latency (region, round trips, caching, VAT RPC)

The dominant cost was infrastructure: Vercel functions ran in iad1
(Washington D.C.) while Supabase (DB + auth) lives in eu-north-1
(Stockholm), so every request paid 4-5 transatlantic round trips of
auth + company resolution before doing any real work (measured
530-1900ms for single-query GETs in prod logs). Pin functions to arn1
and cut the redundant work on top:

- vercel.json: functions to arn1, same city as the database
- getActiveCompanyId: preference + first-membership queries run in
  parallel; the fallback result doubles as validation in the common
  single-company case (one round trip instead of two sequential)
- withRouteContext: Server-Timing header and authMs/companyMs/handlerMs
  in the op-completed log, so latency is attributable per phase
- dashboard layout: nav badge counts off the critical path; DashboardNav
  loads them client-side via the new use-worklist-badges SWR hook with
  debounced realtime revalidation
- swr (new dependency, approved): global provider; useCompanySettings
  shares one cache entry across consumers and renders from cache on
  back-navigation instead of re-showing skeletons
- /pending: realtime refetch debounced; bulk operations previously
  fired 4 requests per row-change event
- VAT declaration: new get_vat_declaration_totals RPC returns
  per-account totals, settlement-shape detection (#984) and
  source_type counts in ONE round trip instead of paging every
  entry+line through PostgREST. Account lists stay TS-side parameters
  so ACCOUNT_RUTA remains the single source of truth. Shape-exclusion
  coverage moved to tests/pg/vat-declaration-totals-rpc.pg.test.ts;
  DDL already applied to staging.
- bundle: CommandPalette lazy-mounts on first Ctrl/Cmd+K, AgentChat
  dynamic-imports the markdown parser, @vercel/speed-insights (new
  dependency, approved) added for real-user timings

The /salary fetch-waterfall fix from the same effort already landed
inside 2084a756.

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

* fix(invoices): settle öre-rounded payments from the mark-paid flow

An invoice with öresavrundning shows a rounded "Att betala" on the PDF;
the customer pays that amount (up to 50 öre off the stored öre total) and
the invoice-page mark-paid flow rejected it with
MATCH_AMOUNT_EXCEEDS_REMAINING: a dead end, while the bank-transaction
match flow already absorbed the residual to 3740.

- PaymentBookingDialog now proposes the rounded bank leg plus the 3740
  residual line (credit when rounded up, debit when rounded down),
  resolved via getDisplayTotal from the per-invoice override and
  company_settings.ore_rounding.
- settleInvoicePayment and the v1 mark-paid route absorb the sub-krona
  residual, gated by planInvoicePaymentForLines: absorption applies ONLY
  when the caller lines carry the exact residual on 3740; otherwise the
  strict plan applies (sub-krona partials stay partial, no-3740
  overshoots keep the 400), so the GL can never diverge from the AR
  sub-ledger.
- planInvoicePayment absorb-band boundary tightened to >= 1 kr: an
  exactly-1-kr overshoot used to slip past both the guard and the absorb
  branch and silently over-record paid_amount (pre-existing on the
  bank-match path).

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

* fix(security): resolve all 7 PR compliance findings

- ASVS V3.3: per-request CSP nonce on the enable-banking finalize page
  (mirrors the mcp-oauth consent page); inline scripts are nonce-bound
- ASVS V16: decouple callback finalize work from the response stream
  (eager promise + next/server after()) so a client disconnect cannot
  drop session persistence or the consent_granted audit emit
- ISO 27001 A.8.15: failed audit-event emits log through the structured
  logger with a stable message for log-based alerting
- ASVS V2.3: recurring-invoice cron and run-now routes resolve
  isSandboxCompany themselves and pass an explicit suppressAutoSend flag
  (defence in depth around the email chokepoint, freeze-and-retain kept)
- ISO 27001 A.8.11: stagePendingOperation rejects plaintext
  personnummer-bearing keys in params/preview_data (key-based guard;
  EF org numbers make value-matching unsafe)
- ASVS V4.5: employee PATCH body is truly sparse; cleared number fields
  are omitted instead of resetting DB values to hardcoded fallbacks
- ASVS V8.2.1: route-level tests pin the v1 cross-company deny (404 by
  convention, not 403) on the payslip PDF endpoint

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

* feat: implement vacation-year basis change validation and error handling

- Added tests to block vacation-year basis changes when open balances exist.
- Implemented error handling for open-balances guard query failures in the settings route.
- Enhanced absence route to reject reversed date ranges with a validation error.
- Updated absence handling to use atomic upserts instead of delete+insert for better performance and reliability.
- Refactored salary calculation logic to correctly handle age-based avgifter rates according to Skatteverket's rules.
- Improved error messaging for vacation year closure adjustments.
- Adjusted employee opening balances handling to preserve audit information during upserts.

* feat(settings): add validation to block vacation-year basis change with open balances

feat(absence): reject reversed date ranges in absence queries

fix(absence): update absence handling to use atomic upserts instead of delete+insert

fix(employee): improve validation for jamkning dates in employee updates

fix(opening-balances): ensure created_by field is preserved during upserts

test(absence): enhance tests for absence range and date validations

test(calculation): add tests for age-based avgifter rates and edge cases

test(semesterberedning): validate vacation year closure adjustments and error handling

test(employee-opening-balances): update tests to reflect changes in salary_run_employees schema

* fix(migrations): implement NOT VALID constraints for pending_operations and add validation migration

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-13 22:54:33 +02:00

182 lines
7.2 KiB
TypeScript

/**
* Vacation-year boundaries + ledger sync (payroll gap-closure 3.2).
*/
import { beforeEach, describe, expect, it, vi } from 'vitest'
import type { SupabaseClient } from '@supabase/supabase-js'
import { createQueuedMockSupabase } from '@/tests/helpers'
import {
getClosableYearStart,
getVacationYearBounds,
getVacationYearStart,
} from '@/lib/salary/vacation-year'
import { syncVacationLedgerForEmployees } from '@/lib/salary/vacation-ledger'
describe('vacation-year helpers', () => {
it('calendar basis: Jan 1 boundary', () => {
expect(getVacationYearStart('2026-07-13', 'calendar')).toBe('2026-01-01')
expect(getVacationYearStart('2026-01-01', 'calendar')).toBe('2026-01-01')
expect(getVacationYearBounds('2026-01-01')).toEqual({ start: '2026-01-01', end: '2027-01-01' })
expect(getClosableYearStart('2026-07-13', 'calendar')).toBe('2025-01-01')
})
it('statutory basis: Apr 1 boundary, Jan-Mar belongs to the previous start', () => {
expect(getVacationYearStart('2026-07-13', 'statutory_apr_mar')).toBe('2026-04-01')
expect(getVacationYearStart('2026-03-31', 'statutory_apr_mar')).toBe('2025-04-01')
expect(getVacationYearStart('2026-04-01', 'statutory_apr_mar')).toBe('2026-04-01')
expect(getVacationYearBounds('2025-04-01')).toEqual({ start: '2025-04-01', end: '2026-04-01' })
expect(getClosableYearStart('2026-02-15', 'statutory_apr_mar')).toBe('2024-04-01')
})
})
describe('syncVacationLedgerForEmployees', () => {
const COMPANY_ID = 'aaaaaaaa-aaaa-4aaa-8aaa-aaaaaaaaaaaa'
const EMPLOYEE_ID = 'bbbbbbbb-bbbb-4bbb-8bbb-bbbbbbbbbbbb'
let mock: ReturnType<typeof createQueuedMockSupabase>
let supabase: SupabaseClient
let upserted: Array<Record<string, unknown>> | null
beforeEach(() => {
vi.clearAllMocks()
upserted = null
mock = createQueuedMockSupabase()
// Wrap from() to capture the upsert payload while keeping queue behavior.
const originalFrom = mock.supabase.from
mock.supabase.from = vi.fn((table: string) => {
const chain = originalFrom(table) as Record<string, unknown>
return new Proxy(chain as object, {
get(target, prop) {
if (prop === 'upsert' && table === 'employee_vacation_balances') {
return (rows: Array<Record<string, unknown>>) => {
upserted = rows
return (target as Record<string, (...a: unknown[]) => unknown>).upsert?.(rows) ?? target
}
}
return (target as Record<string | symbol, unknown>)[prop]
},
})
}) as never
supabase = mock.supabase as unknown as SupabaseClient
})
const queueBase = (over: {
basis?: string
booked?: Array<{ employee_id: string; vacation_days_taken: number; salary_run: { period_year: number; period_month: number; status: string } }>
openRows?: Array<Record<string, unknown>>
opening?: Array<Record<string, unknown>>
savedLegacy?: number
}) => {
mock.enqueue({ data: { salary_vacation_year_basis: over.basis ?? 'calendar' } }) // company_settings
mock.enqueue({
data: [
{
id: EMPLOYEE_ID,
vacation_days_per_year: 25,
vacation_days_saved: over.savedLegacy ?? 0,
vacation_rule: 'procentregeln',
},
],
}) // employees
mock.enqueue({ data: over.opening ?? [] }) // opening balances
mock.enqueue({ data: over.openRows ?? [] }) // existing open ledger rows
mock.enqueue({ data: over.booked ?? [] }) // booked sre rows
mock.enqueue({ data: null }) // upsert result
}
it('lazy-seeds the current year and recomputes taken from booked runs', async () => {
queueBase({
booked: [
{ employee_id: EMPLOYEE_ID, vacation_days_taken: 3, salary_run: { period_year: 2026, period_month: 6, status: 'booked' } },
{ employee_id: EMPLOYEE_ID, vacation_days_taken: 2, salary_run: { period_year: 2026, period_month: 7, status: 'booked' } },
// Prior year: outside the current vacation year bounds.
{ employee_id: EMPLOYEE_ID, vacation_days_taken: 5, salary_run: { period_year: 2025, period_month: 7, status: 'booked' } },
],
})
const result = await syncVacationLedgerForEmployees(supabase, COMPANY_ID, [EMPLOYEE_ID], '2026-07-13')
expect(result.ok).toBe(true)
expect(upserted).toHaveLength(1)
const row = upserted![0]
expect(row.vacation_year_start).toBe('2026-01-01')
expect(row.entitled_days).toBe(25)
expect(row.taken_days).toBe(5)
// Calendar basis: sammanfallande year, accrued stays 0.
expect(row.accrued_days).toBe(0)
})
it('seeds entitled + saved days from the cutover opening row', async () => {
queueBase({
opening: [
{
employee_id: EMPLOYEE_ID,
cutover_date: '2026-07-01',
vacation_paid_days_remaining: 12.5,
vacation_saved_days_by_year: { '2025': 5 },
},
],
})
const result = await syncVacationLedgerForEmployees(supabase, COMPANY_ID, [EMPLOYEE_ID], '2026-07-13')
expect(result.ok).toBe(true)
const row = upserted![0]
expect(row.entitled_days).toBe(12.5)
expect(row.saved_days).toEqual({ '2025': 5 })
})
it('seeds legacy vacation_days_saved under the previous year when no cutover row exists', async () => {
queueBase({ savedLegacy: 4 })
const result = await syncVacationLedgerForEmployees(supabase, COMPANY_ID, [EMPLOYEE_ID], '2026-07-13')
expect(result.ok).toBe(true)
const row = upserted![0]
expect(row.saved_days).toEqual({ '2025': 4 })
})
it('recomputes existing open rows instead of duplicating them', async () => {
queueBase({
openRows: [
{
id: 'row-1',
employee_id: EMPLOYEE_ID,
vacation_year_start: '2026-01-01',
entitled_days: 25,
accrued_days: 0,
taken_days: 99, // stale: recompute must overwrite from booked runs
saved_days: { '2025': 2 },
forced_payout_days: 0,
status: 'open',
},
],
booked: [
{ employee_id: EMPLOYEE_ID, vacation_days_taken: 1, salary_run: { period_year: 2026, period_month: 5, status: 'booked' } },
],
})
const result = await syncVacationLedgerForEmployees(supabase, COMPANY_ID, [EMPLOYEE_ID], '2026-07-13')
expect(result.ok).toBe(true)
expect(upserted).toHaveLength(1)
const row = upserted![0]
expect(row.taken_days).toBe(1)
expect(row.saved_days).toEqual({ '2025': 2 })
})
it('accrues toward next year on the statutory basis (elapsed months / 12)', async () => {
queueBase({ basis: 'statutory_apr_mar' })
const result = await syncVacationLedgerForEmployees(supabase, COMPANY_ID, [EMPLOYEE_ID], '2026-10-15')
expect(result.ok).toBe(true)
const row = upserted![0]
expect(row.vacation_year_start).toBe('2026-04-01')
// Apr -> Oct = 6 whole months: 6/12 x 25 = 12.5.
expect(row.accrued_days).toBe(12.5)
})
it('never throws: DB errors return ok:false (non-fatal contract)', async () => {
mock.enqueue({ data: null }) // company_settings (defaults calendar)
mock.enqueue({ data: null, error: { message: 'boom' } }) // employees fails
const result = await syncVacationLedgerForEmployees(supabase, COMPANY_ID, [EMPLOYEE_ID], '2026-07-13')
expect(result.ok).toBe(false)
})
})