* feat(dimensions): PR5 SIE round-trip — lossless dimension import, registry upsert, undo lockstep
SIE import previously parsed and silently DISCARDED all dimension data
(object lists at sie-parser.ts:651-654, #DIM/#OBJEKT in the ignore list at
:689). Import is now lossless — the dimensions plan PR5 milestone.
Parser: #TRANS object lists ({1 "KS01" 6 "P001"}) land on the line as an
SIE-dim-no → code map (canonical numeric keys, quoted codes, malformed
pairs warn); #DIM/#UNDERDIM/#OBJEKT parse into registry records. OIB/OUB
stay ignored (dimension reporting is P&L-only in v1).
Importer (lib/import/sie-dimensions.ts): upserts missing dimensions/
dimension_values rows — never renames existing ones (ON CONFLICT DO
NOTHING); undeclared reserved numbers synthesize their SIE-standard names
(mirroring the export's orphan synthesis); codes violating the registry
CHECK are skipped with a warning but survive verbatim on lines (documented
legacy-free-text exception). Bulk voucher insert now writes the dimensions
jsonb + cost_center/project mirrors via the sanctioned dual-write helpers
(no trigger suppression needed — the immutability trigger guards
UPDATE/DELETE, not INSERT). Import auto-enables dimensions_enabled with a
result-card notice (pre-authorized by the column comment). arcim-migration
provider syncs inherit all of it via the shared parser/importer.
Undo lockstep (migration 20260702154500): created_by_import_id provenance
on both registry tables (ON DELETE SET NULL); undo_sie_import deletes the
values/dimensions the undone import introduced when no remaining
posted/reversed line references them — user-created rows and rows other
bookkeeping references are untouched. The registry guard triggers act as
backstop. replace_sie_import deliberately skips the lockstep (re-import
re-upserts the same codes). Six pg-real tests cover the lockstep.
Round-trip pinned by test: parse → import state → export → parse preserves
declarations (#UNDERDIM parent links included), values, and per-line object
lists — including synthesis of referenced-but-undeclared values.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(dimensions): restate function-local statement_timeout on undo_sie_import
CREATE OR REPLACE resets proconfig, so the 290s timeout from 20260629160100
was silently dropped — regressing service-client bulk deletes to the
authenticator role's 8s limit. Caught by sie-import.replace.pg.test.ts in CI.
Full pg-real suite green (483/483, TZ=UTC).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(dimensions): surface OIB/OUB drops and dimension presence as parse-level info (#866 review)
Dropping object-balance records must never be silent — one info issue counts
the skipped #OIB/#OUB rows (object-level balances are P&L-out-of-scope in
v1), and a second announces dimension data before the user executes the
import (the preview step renders parse issues), so the auto-enable notice is
no longer purely post-hoc.
Triage notes for the remaining findings: the RPC's opening SELECT is the
company-ownership check the swarm asked for; registry writes are RLS-bound;
line-verbatim codes are the documented legacy-free-text exception; export
emits no #KSUMMA so there is nothing to recompute; SIE dims 3–5 are
"reserved for future use" with no standard names, so generic synthesis is
spec-correct; ON DELETE SET NULL is deliberate — provenance is operational
metadata for undo, not räkenskapsinformation (the guarded journal lines
are), and RESTRICT would block legitimate post-retention housekeeping.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
---------
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
223 lines
6.0 KiB
TypeScript
223 lines
6.0 KiB
TypeScript
/**
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* executeSIEImport ↔ syncMappedAccounts wiring (F: customized #KONTO names
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* from Fortnox were lost on import).
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*
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* The name-resolution behavior itself is covered by account-sync.test.ts —
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* these tests assert that executeSIEImport threads the updateAccountNames
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* option through (default ON), surfaces rename counts as Swedish warnings,
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* and aborts on a fatal create error.
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*/
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import { describe, it, expect, vi, beforeEach } from 'vitest'
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import { executeSIEImport } from '../sie-import'
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import { syncMappedAccounts } from '../account-sync'
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import { createQueuedMockSupabase } from '@/tests/helpers'
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import type { ParsedSIEFile, AccountMapping } from '../types'
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import type { SupabaseClient } from '@supabase/supabase-js'
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vi.mock('../account-sync', () => ({
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syncMappedAccounts: vi.fn(),
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}))
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const mockSync = vi.mocked(syncMappedAccounts)
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// Stops right after the account sync: stats carry no fiscal year, so
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// executeSIEImport returns "No fiscal year defined" without needing the
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// fiscal-period / voucher mocks.
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function makeParsedFile(): ParsedSIEFile {
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return {
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header: {
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sieType: 4,
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flagga: 0,
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program: 'TestProg',
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programVersion: '1.0',
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generatedDate: '2024-01-01',
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format: 'PC8',
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companyName: 'Test AB',
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orgNumber: '5566778899',
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address: null,
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fiscalYears: [],
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currency: 'SEK',
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kontoPlanType: null,
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},
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accounts: [
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{ number: '1930', name: 'Företagskonto Swedbank' },
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{ number: '6110', name: 'Kontorsmaterial' },
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],
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openingBalances: [],
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closingBalances: [],
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resultBalances: [],
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dimensions: [],
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dimensionValues: [],
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vouchers: [
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{
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series: 'A',
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number: 1,
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date: new Date(2024, 0, 15),
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description: 'Inköp',
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lines: [
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{ account: '6110', amount: 1000 },
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{ account: '1930', amount: -1000 },
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],
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},
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],
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issues: [],
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stats: {
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totalAccounts: 2,
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totalVouchers: 1,
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totalTransactionLines: 2,
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fiscalYearStart: null,
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fiscalYearEnd: null,
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},
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} as unknown as ParsedSIEFile
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}
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function makeMappings(): AccountMapping[] {
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return [
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{
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sourceAccount: '1930',
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sourceName: 'Företagskonto Swedbank',
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targetAccount: '1930',
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targetName: 'Företagskonto/checkkonto',
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confidence: 1,
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matchType: 'exact',
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isOverride: false,
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},
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{
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sourceAccount: '6110',
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sourceName: 'Kontorsmaterial',
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targetAccount: '6110',
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targetName: 'Kontorsmaterial',
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confidence: 1,
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matchType: 'exact',
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isOverride: false,
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},
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]
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}
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function buildSupabase() {
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const { supabase, enqueueMany } = createQueuedMockSupabase()
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enqueueMany([
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{ data: null }, // checkDuplicateImport — no prior import
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{ data: null }, // cleanupStaleImportRecords
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{ data: { id: 'imp-1' } }, // createPendingImportRecord insert
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])
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return supabase as unknown as SupabaseClient
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}
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function runImport(opts?: { updateAccountNames?: boolean }) {
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return executeSIEImport(
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buildSupabase(),
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'company-1',
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'user-1',
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makeParsedFile(),
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makeMappings(),
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{
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filename: 'fortnox.se',
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fileContent: '#dummy',
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createFiscalPeriod: false,
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importOpeningBalances: false,
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importTransactions: true,
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...opts,
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}
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)
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}
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beforeEach(() => {
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mockSync.mockReset()
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mockSync.mockResolvedValue({
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created: 0,
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renamed: 0,
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renamedAccounts: [],
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renameFailed: 0,
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error: null,
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})
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})
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describe('executeSIEImport — account name sync wiring', () => {
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it('defaults updateAccountNames to true', async () => {
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await runImport()
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expect(mockSync).toHaveBeenCalledTimes(1)
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const [, companyId, userId, mappings, updateNames] = mockSync.mock.calls[0]
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expect(companyId).toBe('company-1')
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expect(userId).toBe('user-1')
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expect(mappings).toHaveLength(2)
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expect(updateNames).toBe(true)
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})
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it('passes updateAccountNames: false through', async () => {
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await runImport({ updateAccountNames: false })
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expect(mockSync.mock.calls[0][4]).toBe(false)
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})
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it('surfaces rename counts as a Swedish warning (plural)', async () => {
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mockSync.mockResolvedValue({
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created: 1,
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renamed: 2,
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renamedAccounts: [
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{ accountNumber: '1930', from: 'Företagskonto/checkkonto', to: 'Företagskonto Swedbank' },
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{ accountNumber: '1510', from: 'Kundfordringar', to: 'Kundfordringar SEK' },
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],
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renameFailed: 0,
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error: null,
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})
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const result = await runImport()
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expect(result.warnings).toContain('2 konton bytte namn till namnen från SIE-filen')
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})
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it('uses singular wording for one rename', async () => {
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mockSync.mockResolvedValue({
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created: 0,
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renamed: 1,
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renamedAccounts: [
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{ accountNumber: '1930', from: 'Företagskonto/checkkonto', to: 'Företagskonto Swedbank' },
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],
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renameFailed: 0,
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error: null,
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})
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const result = await runImport()
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expect(result.warnings).toContain('1 konto bytte namn till namnet från SIE-filen')
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})
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it('warns about failed renames without failing the import step', async () => {
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mockSync.mockResolvedValue({
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created: 0,
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renamed: 0,
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renamedAccounts: [],
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renameFailed: 1,
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error: null,
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})
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const result = await runImport()
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expect(result.warnings).toContain('1 kontonamn kunde inte uppdateras från SIE-filen')
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expect(result.errors.join(' ')).not.toMatch(/Failed to create accounts/)
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})
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it('aborts with an error when the create pass fails', async () => {
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mockSync.mockResolvedValue({
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created: 0,
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renamed: 0,
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renamedAccounts: [],
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renameFailed: 0,
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error: 'permission denied',
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})
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const result = await runImport()
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expect(result.success).toBe(false)
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expect(result.errors).toContain('Failed to create accounts: permission denied')
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})
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it('adds no rename warning when nothing was renamed', async () => {
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const result = await runImport()
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expect(result.warnings.join(' ')).not.toMatch(/bytte namn/)
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})
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})
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