Files
accounted/lib/bookkeeping/__tests__/voucher-atomicity.test.ts
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Jakob WennbergandClaude Fable 5 764348e99c feat(dimensions): PR10 advanced — custom dimensions, hierarchy, account rules, commit enforcement (#886)
* feat(dimensions): PR10 advanced — custom dimensions, hierarchy, account rules, commit enforcement

The final rung of the dimensions ladder
(dev_docs/dimensions_implementation_plan.md §7 row 10):

- custom dimensions: POST /api/dimensions creates registry dims (next free
  SIE number >= 20 when omitted; explicit numbers allowed — SIE import
  already mints reserved ones); register gets a 'Ny dimension' dialog with
  a quiet Avancerat disclosure for the #UNDERDIM parent; GET now carries
  parent_sie_dim_no (the column + SIE round-trip existed since PR1/PR5 —
  this exposes it)
- account_dimension_rules (migration 20260703120000): one rule per
  (account, dimension) — required / default / fixed, per-rule is_active,
  company-scoped RLS, composite FK to the registry, value-presence CHECK
- enforcement, opt-in BY CONSTRUCTION (zero rules = engine byte-identical;
  deliberately NO settings toggle — a rule that exists but is ignored is
  worse than either extreme): default/fixed apply onto line bags at draft
  creation (fixed overwrites, default fills); required asserts at
  commitEntry with a Swedish MANDATORY_DIMENSION_MISSING naming every
  account + dimension; the bulk-book route runs the same policy before its
  RPC; storno/correction paths never pass through commitEntry so history
  always reverses regardless of policy; rule fetches fail open incl.
  thrown exceptions
- chart of accounts: per-account Dimensionsregler section in
  EditAccountDialog (Krävs/Förval/Låst, value picker, pause switch),
  gated on the existing dimensions toggle, quiet when empty
- pickers: LineDimensionFields is registry-driven (one combobox per active
  dimension, cached fetch, hardcoded 1/6 fallback) — every existing mount
  lights up custom dims with zero changes
- agent briefing: per-dimension required_on_accounts/default_on_accounts
  so agents self-correct instead of bouncing off the policy error
- rules CRUD API with existence/active/company validation and qualified
  DTO ids; firm_id FK deferred until the firms table lands (per plan)

39 new tests (pure-fn rules, engine enforcement, both new API surfaces,
pg-real RLS/CHECK/cascade suite); full suite 6,791 green; migration
replayed on a fresh container.

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

* fix: renumber migration to 20260703200000 — version collision with prod

The concurrent session shipped pending_operations_add_link_document_to_voucher
as 20260703120000 today; the Supabase preview branch (cloned from prod)
rejected the duplicate version key.

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

* fix: review round — auto-pick retry on collision, fail-open warnings, query schema

- POST /api/dimensions retries once past a concurrent number claim when the
  number was auto-picked (explicit choices still 409)
- every fail-open skip of the dimension-rules policy now logs a structured
  warning (engine draft/commit paths + bulk-book) — deliberate fail-open,
  but observable
- GET /api/dimensions/rules validates its query through
  ListDimensionRulesQuerySchema instead of an inline regex

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-03 16:50:28 +02:00

389 lines
13 KiB
TypeScript

import { describe, it, expect, vi, beforeEach } from 'vitest'
import type { JournalEntryStatus } from '@/types'
// Mock event bus
vi.mock('@/lib/events', () => ({
eventBus: { emit: vi.fn().mockResolvedValue([]) },
}))
vi.mock('@/lib/logger', () => ({
createLogger: () => ({
info: vi.fn(),
warn: vi.fn(),
error: vi.fn(),
child: vi.fn().mockReturnThis(),
}),
}))
import { commitEntry, getNextVoucherNumber, createJournalEntry } from '../engine'
import { runWithActor } from '../actor-context-node'
import { BookkeepingDatabaseError } from '../errors'
describe('voucher number atomicity', () => {
beforeEach(() => {
vi.clearAllMocks()
})
it('getNextVoucherNumber returns incrementing numbers from RPC', async () => {
let callCount = 0
const supabase = {
rpc: vi.fn().mockImplementation(() => {
callCount++
return Promise.resolve({ data: callCount, error: null })
}),
}
const n1 = await getNextVoucherNumber(supabase as never, 'co-1', 'fp-1', 'A')
const n2 = await getNextVoucherNumber(supabase as never, 'co-1', 'fp-1', 'A')
const n3 = await getNextVoucherNumber(supabase as never, 'co-1', 'fp-1', 'A')
expect(n1).toBe(1)
expect(n2).toBe(2)
expect(n3).toBe(3)
expect(supabase.rpc).toHaveBeenCalledTimes(3)
})
it('getNextVoucherNumber throws on RPC error', async () => {
const supabase = {
rpc: vi.fn().mockResolvedValue({ data: null, error: { message: 'connection lost' } }),
}
await expect(
getNextVoucherNumber(supabase as never, 'co-1', 'fp-1', 'A')
).rejects.toThrow(BookkeepingDatabaseError)
})
/**
* commitEntry uses the atomic commit_journal_entry RPC which increments the
* voucher sequence and updates the entry status in one transaction.
* If the RPC fails (e.g., balance trigger rejection), the sequence increment
* rolls back — no burned number, no gap.
*/
it('commitEntry RPC failure does not burn a sequence number', async () => {
const supabase = {
from: vi.fn(),
rpc: vi.fn().mockResolvedValue({
data: null,
error: { message: 'Journal entry is not balanced: debit=1000 credit=500' },
}),
}
await expect(
commitEntry(supabase as never, 'co-1', 'user-1', 'entry-1')
).rejects.toThrow(BookkeepingDatabaseError)
// The atomic RPC was called — it failed, rolling back both the
// sequence increment and the status update. No burned number.
expect(supabase.rpc).toHaveBeenCalledWith('commit_journal_entry', {
p_company_id: 'co-1',
p_entry_id: 'entry-1',
p_commit_method: null,
p_rubric_version: null,
p_actor_type: null,
p_actor_label: null,
})
// No line/entry fetch happened — the RPC handles everything atomically.
// (PR10: commitEntry now also probes account_dimension_rules first; the
// bare mock makes that probe fail open, which is exactly the posture.)
expect(supabase.from).not.toHaveBeenCalledWith('journal_entries')
expect(supabase.from).not.toHaveBeenCalledWith('journal_entry_lines')
})
it('commitEntry succeeds via atomic RPC and returns posted entry', async () => {
const postedEntry = {
id: 'entry-1',
company_id: 'co-1',
fiscal_period_id: 'fp-1',
voucher_series: 'A',
voucher_number: 3,
status: 'posted' as JournalEntryStatus,
lines: [],
}
const supabase = {
from: vi.fn().mockImplementation(() => ({
select: vi.fn().mockReturnValue({
eq: vi.fn().mockReturnValue({
single: vi.fn().mockResolvedValue({ data: postedEntry, error: null }),
}),
}),
})),
// Atomic RPC returns the assigned voucher number
rpc: vi.fn().mockResolvedValue({ data: [{ voucher_number: 3 }], error: null }),
}
const result = await commitEntry(supabase as never, 'co-1', 'user-1', 'entry-1')
expect(result.voucher_number).toBe(3)
expect(result.status).toBe('posted')
expect(supabase.rpc).toHaveBeenCalledWith('commit_journal_entry', {
p_company_id: 'co-1',
p_entry_id: 'entry-1',
p_commit_method: null,
p_rubric_version: null,
p_actor_type: null,
p_actor_label: null,
})
// from() called once to fetch the complete entry with lines
expect(supabase.from).toHaveBeenCalledWith('journal_entries')
})
/**
* Actor attribution (migration 20260619120000): commitEntry forwards the
* surrounding runWithActor() scope to the RPC so the immutable layer can
* record WHO relayed the commit. Outside a scope the params stay null
* (asserted by the two tests above).
*/
it('commitEntry forwards the runWithActor scope to the RPC', async () => {
const postedEntry = {
id: 'entry-1',
company_id: 'co-1',
voucher_number: 1,
status: 'posted' as JournalEntryStatus,
lines: [],
}
const supabase = {
from: vi.fn().mockImplementation(() => ({
select: vi.fn().mockReturnValue({
eq: vi.fn().mockReturnValue({
single: vi.fn().mockResolvedValue({ data: postedEntry, error: null }),
}),
}),
})),
rpc: vi.fn().mockResolvedValue({ data: [{ voucher_number: 1 }], error: null }),
}
await runWithActor({ type: 'api_key', label: 'Claude Desktop' }, () =>
commitEntry(supabase as never, 'co-1', 'user-1', 'entry-1', 'api_key')
)
expect(supabase.rpc).toHaveBeenCalledWith('commit_journal_entry', {
p_company_id: 'co-1',
p_entry_id: 'entry-1',
p_commit_method: 'api_key',
p_rubric_version: null,
p_actor_type: 'api_key',
p_actor_label: 'Claude Desktop',
})
})
/**
* getNextVoucherNumber is still used by reverseEntry and storno-service.
* Those flows INSERT a new entry (not UPDATE a draft), so the atomic
* commit_journal_entry RPC doesn't apply. Burned numbers can still occur
* in reversal/correction flows if the INSERT fails after the counter
* increments. This is documented and expected.
*/
it('getNextVoucherNumber remains available for reversal/storno flows', async () => {
const supabase = {
rpc: vi.fn().mockResolvedValue({ data: 7, error: null }),
}
const num = await getNextVoucherNumber(supabase as never, 'co-1', 'fp-1', 'B')
expect(num).toBe(7)
expect(supabase.rpc).toHaveBeenCalledWith('next_voucher_number', {
p_company_id: 'co-1',
p_fiscal_period_id: 'fp-1',
p_series: 'B',
})
})
})
describe('createJournalEntry orphan draft cleanup', () => {
beforeEach(() => {
vi.clearAllMocks()
})
/**
* Regression test for #292: when commit_journal_entry RPC fails (e.g. overload
* ambiguity, balance trigger, period lock), the draft created by createDraftEntry
* must be cancelled so it doesn't linger as an undeletable stuck draft.
*/
it('cancels the draft when commit RPC fails', async () => {
const draftId = 'entry-1'
const cancelUpdate = vi.fn().mockReturnValue({
eq: vi.fn().mockReturnValue({
eq: vi.fn().mockResolvedValue({ error: null }),
}),
})
const supabase = {
from: vi.fn().mockImplementation((table: string) => {
if (table === 'fiscal_periods') {
return {
select: vi.fn().mockReturnValue({
eq: vi.fn().mockReturnValue({
eq: vi.fn().mockReturnValue({
single: vi.fn().mockResolvedValue({
data: { name: 'FY 2025', period_start: '2025-01-01', period_end: '2025-12-31' },
error: null,
}),
}),
}),
}),
}
}
if (table === 'chart_of_accounts') {
return {
select: vi.fn().mockReturnValue({
eq: vi.fn().mockReturnValue({
in: vi.fn().mockReturnValue({
eq: vi.fn().mockResolvedValue({
data: [
{ account_number: '1930', id: 'acc-1930' },
{ account_number: '1510', id: 'acc-1510' },
],
error: null,
}),
}),
}),
}),
}
}
if (table === 'journal_entries') {
return {
insert: vi.fn().mockReturnValue({
select: vi.fn().mockReturnValue({
single: vi.fn().mockResolvedValue({
data: { id: draftId, status: 'draft' as JournalEntryStatus },
error: null,
}),
}),
}),
select: vi.fn().mockReturnValue({
eq: vi.fn().mockReturnValue({
single: vi.fn().mockResolvedValue({
data: { id: draftId, status: 'draft', lines: [] },
error: null,
}),
}),
}),
update: cancelUpdate,
}
}
if (table === 'journal_entry_lines') {
return {
insert: vi.fn().mockResolvedValue({ error: null }),
}
}
return {}
}),
// commit_journal_entry RPC fails — simulates overload ambiguity or balance error
rpc: vi.fn().mockResolvedValue({
data: null,
error: { message: 'Could not choose the best candidate function' },
}),
}
await expect(
createJournalEntry(supabase as never, 'co-1', 'user-1', {
fiscal_period_id: 'fp-1',
entry_date: '2025-06-15',
description: 'Payment',
source_type: 'invoice_paid',
lines: [
{ account_number: '1930', debit_amount: 1000, credit_amount: 0 },
{ account_number: '1510', debit_amount: 0, credit_amount: 1000 },
],
})
).rejects.toThrow(BookkeepingDatabaseError)
// The orphan draft must have been cancelled with CAS guard (status='draft')
expect(cancelUpdate).toHaveBeenCalledWith({ status: 'cancelled' })
const firstEq = cancelUpdate.mock.results[0].value.eq
expect(firstEq).toHaveBeenCalledWith('id', draftId)
const secondEq = firstEq.mock.results[0].value.eq
expect(secondEq).toHaveBeenCalledWith('status', 'draft')
})
it('surfaces original commit error even if cleanup update fails', async () => {
const draftId = 'entry-1'
const supabase = {
from: vi.fn().mockImplementation((table: string) => {
if (table === 'fiscal_periods') {
return {
select: vi.fn().mockReturnValue({
eq: vi.fn().mockReturnValue({
eq: vi.fn().mockReturnValue({
single: vi.fn().mockResolvedValue({
data: { name: 'FY 2025', period_start: '2025-01-01', period_end: '2025-12-31' },
error: null,
}),
}),
}),
}),
}
}
if (table === 'chart_of_accounts') {
return {
select: vi.fn().mockReturnValue({
eq: vi.fn().mockReturnValue({
in: vi.fn().mockReturnValue({
eq: vi.fn().mockResolvedValue({
data: [
{ account_number: '1930', id: 'acc-1930' },
{ account_number: '1510', id: 'acc-1510' },
],
error: null,
}),
}),
}),
}),
}
}
if (table === 'journal_entries') {
return {
insert: vi.fn().mockReturnValue({
select: vi.fn().mockReturnValue({
single: vi.fn().mockResolvedValue({
data: { id: draftId, status: 'draft' as JournalEntryStatus },
error: null,
}),
}),
}),
select: vi.fn().mockReturnValue({
eq: vi.fn().mockReturnValue({
single: vi.fn().mockResolvedValue({
data: { id: draftId, status: 'draft', lines: [] },
error: null,
}),
}),
}),
// Cleanup throws — original error should still propagate
update: vi.fn().mockImplementation(() => {
throw new Error('Network error during rollback')
}),
}
}
if (table === 'journal_entry_lines') {
return {
insert: vi.fn().mockResolvedValue({ error: null }),
}
}
return {}
}),
rpc: vi.fn().mockResolvedValue({
data: null,
error: { message: 'Period is locked' },
}),
}
await expect(
createJournalEntry(supabase as never, 'co-1', 'user-1', {
fiscal_period_id: 'fp-1',
entry_date: '2025-06-15',
description: 'Payment',
source_type: 'invoice_paid',
lines: [
{ account_number: '1930', debit_amount: 1000, credit_amount: 0 },
{ account_number: '1510', debit_amount: 0, credit_amount: 1000 },
],
})
// Original commit error surfaces, not the cleanup error
).rejects.toThrow('Period is locked')
})
})