Files
accounted/lib/reconciliation/__tests__/actions.test.ts
T
34ad1b1936 feat(reconciliation): manual N:1 matching: two-pane worksheet + group links (#1851)
'Matcha manuellt' as designed: outside rows on the left (multi-select),
verifikat without an outside row on the right (single-select), the
selection's arithmetic in the footer, and one Koppla that is enabled only
when the difference is 0. Mode lives in the URL (?mode=match).

Engine: a pair is now one OR MANY outside rows against one verifikat.
Bank groups link per transaction (manualLink allows N:1 by design, so
partial success is reported per row). Skattekonto groups go through the
new linkSkattekontoRows: the verifikat's 1630 side must settle the sum,
one guarded UPDATE links the whole group, and a partial hit is rolled
back as LINK_RACE. 1:M stays UNSUPPORTED_PAIR_SHAPE until the residual
link table (6c). v1 pitfalls + API skill regenerated.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-24 16:24:07 +02:00

221 lines
9.3 KiB
TypeScript

import { describe, it, expect, vi, beforeEach } from 'vitest'
import { createQueuedMockSupabase } from '@/tests/helpers'
const linkMock = vi.fn()
const linkGroupMock = vi.fn()
const unlinkMock = vi.fn()
const setIgnoredMock = vi.fn()
const manualLinkMock = vi.fn()
const unlinkReconciliationMock = vi.fn()
const skvStatusMock = vi.fn()
const emitMock = vi.fn()
vi.mock('@/lib/skatteverket/skattekonto-link', async (importOriginal) => {
const actual = await importOriginal<typeof import('@/lib/skatteverket/skattekonto-link')>()
return {
...actual,
linkSkattekontoRow: (...args: unknown[]) => linkMock(...args),
linkSkattekontoRows: (...args: unknown[]) => linkGroupMock(...args),
unlinkSkattekontoRow: (...args: unknown[]) => unlinkMock(...args),
setSkattekontoRowIgnored: (...args: unknown[]) => setIgnoredMock(...args),
}
})
vi.mock('../bank-reconciliation', () => ({
manualLink: (...args: unknown[]) => manualLinkMock(...args),
unlinkReconciliation: (...args: unknown[]) => unlinkReconciliationMock(...args),
}))
vi.mock('../skattekonto-reconciliation', () => ({
getSkattekontoReconciliationStatus: (...args: unknown[]) => skvStatusMock(...args),
}))
vi.mock('@/lib/events/bus', () => ({ eventBus: { emit: (...args: unknown[]) => emitMock(...args) } }))
import { SkattekontoLinkError } from '@/lib/skatteverket/skattekonto-link'
import { matchPairs, setItemIgnored, unmatchLink } from '../actions'
const COMPANY = 'company-1'
const USER = 'user-1'
const CASH = '11111111-1111-4111-8111-111111111111'
const R1 = '22222222-2222-4222-8222-222222222222'
const R2 = '33333333-3333-4333-8333-333333333333'
const E1 = '44444444-4444-4444-8444-444444444444'
const E2 = '55555555-5555-4555-8555-555555555555'
describe('matchPairs', () => {
beforeEach(() => {
vi.clearAllMocks()
linkMock.mockReset()
linkGroupMock.mockReset()
manualLinkMock.mockReset()
skvStatusMock.mockReset()
emitMock.mockResolvedValue(undefined)
})
it('returns null for an unknown or manual account key', async () => {
const { supabase } = createQueuedMockSupabase()
expect(await matchPairs(supabase as never, COMPANY, USER, 'nope', { pairs: [] })).toBeNull()
expect(await matchPairs(supabase as never, COMPANY, USER, 'manual:1910', { pairs: [] })).toBeNull()
})
it('links skattekonto pairs one by one, groups N:1 through the sum-checked helper, and emits one event per row', async () => {
const { supabase } = createQueuedMockSupabase()
linkMock
.mockResolvedValueOnce({ skattekonto_transaction_id: R1, journal_entry_id: E1, via: 'line' })
.mockRejectedValueOnce(new SkattekontoLinkError('redan kopplat', 'ENTRY_ALREADY_LINKED'))
linkGroupMock.mockResolvedValueOnce({
journal_entry_id: E2,
via: 'entry_total',
skattekonto_transaction_ids: [R1, R2],
})
const result = await matchPairs(supabase as never, COMPANY, USER, 'skattekonto', {
pairs: [
{ external_ids: [R1], journal_entry_ids: [E1] },
{ external_ids: [R2], journal_entry_ids: [E1] },
{ external_ids: [R1, R2], journal_entry_ids: [E2] },
// 1:M stays refused until the residual link table exists.
{ external_ids: [R1], journal_entry_ids: [E1, E2] },
],
})
expect(result).toMatchObject({ dry_run: false, considered: 4 })
expect(result?.applied).toEqual([
{ external_id: R1, journal_entry_id: E1, via: 'line' },
{ external_id: R1, journal_entry_id: E2, via: 'entry_total' },
{ external_id: R2, journal_entry_id: E2, via: 'entry_total' },
])
expect(result?.skipped.map((s) => s.code)).toEqual(['ALREADY_LINKED', 'UNSUPPORTED_PAIR_SHAPE'])
expect(linkGroupMock).toHaveBeenCalledWith(supabase, COMPANY, [R1, R2], E2)
expect(emitMock).toHaveBeenCalledTimes(3)
expect(emitMock.mock.calls[0][0]).toMatchObject({
type: 'reconciliation.matched',
payload: { accountKey: 'skattekonto', externalId: R1, journalEntryId: E1, method: 'manual' },
})
})
it('links a bank N:1 group per transaction and reports partial failures per row', async () => {
const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: { ledger_account: '1930' } }) // cash_accounts lookup
manualLinkMock
.mockResolvedValueOnce({ success: true })
.mockResolvedValueOnce({ success: false, error: 'Transaktionen är redan kopplad till en verifikation.' })
const result = await matchPairs(supabase as never, COMPANY, USER, `bank:${CASH}`, {
pairs: [{ external_ids: [R1, R2], journal_entry_ids: [E1] }],
})
expect(result).toMatchObject({ dry_run: false, considered: 1 })
expect(result?.applied).toEqual([{ external_id: R1, journal_entry_id: E1 }])
expect(result?.skipped).toEqual([
{
pair: { external_ids: [R2], journal_entry_ids: [E1] },
code: 'PAIR_NOT_CLOSED',
message: 'Transaktionen är redan kopplad till en verifikation.',
},
])
expect(emitMock).toHaveBeenCalledTimes(1)
})
it('dry run resolves proposals into pairs without writing', async () => {
const { supabase } = createQueuedMockSupabase()
skvStatusMock.mockResolvedValue({
items: {
proposed: [
{ item_id: R1, proposal: { journal_entry_id: E1, confidence: 0.95 } },
{ item_id: R2, proposal: { journal_entry_id: E2, confidence: 0.8 } },
],
},
})
const result = await matchPairs(
supabase as never,
COMPANY,
USER,
'skattekonto',
{ use_proposals: true, confidence_threshold: 0.9 },
{ dryRun: true },
)
expect(result).toMatchObject({ dry_run: true, considered: 1 })
expect(result?.applied).toEqual([{ external_id: R1, journal_entry_id: E1 }])
expect(linkMock).not.toHaveBeenCalled()
expect(emitMock).not.toHaveBeenCalled()
})
it('links bank pairs through manualLink with the account ledger number', async () => {
const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: { ledger_account: '1931' } }) // cash_accounts lookup
manualLinkMock.mockResolvedValue({ success: true })
const result = await matchPairs(supabase as never, COMPANY, USER, `bank:${CASH}`, {
pairs: [{ external_ids: [R1], journal_entry_ids: [E1] }],
})
expect(manualLinkMock).toHaveBeenCalledWith(supabase, COMPANY, R1, E1, USER, '1931')
expect(result?.applied).toHaveLength(1)
})
it('a failed bank link is a PAIR_NOT_CLOSED skip, not a throw', async () => {
const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: { ledger_account: '1930' } })
manualLinkMock.mockResolvedValue({ success: false, error: 'Beloppen stämmer inte' })
const result = await matchPairs(supabase as never, COMPANY, USER, `bank:${CASH}`, {
pairs: [{ external_ids: [R1], journal_entry_ids: [E1] }],
})
expect(result?.skipped[0]).toMatchObject({ code: 'PAIR_NOT_CLOSED', message: 'Beloppen stämmer inte' })
})
})
describe('unmatchLink / setItemIgnored', () => {
beforeEach(() => {
vi.clearAllMocks()
unlinkMock.mockReset()
unlinkReconciliationMock.mockReset()
setIgnoredMock.mockReset()
emitMock.mockResolvedValue(undefined)
})
it('unlinks a skattekonto row and emits reconciliation.unmatched', async () => {
const { supabase } = createQueuedMockSupabase()
unlinkMock.mockResolvedValue({ skattekonto_transaction_id: R1, previous_journal_entry_id: E1 })
const result = await unmatchLink(supabase as never, COMPANY, USER, 'skattekonto', R1)
expect(result).toEqual({ external_id: R1, previous_journal_entry_id: E1 })
expect(emitMock.mock.calls[0][0]).toMatchObject({ type: 'reconciliation.unmatched', payload: { externalId: R1 } })
})
it('unlinks a bank transaction through the bank engine', async () => {
const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: { journal_entry_id: E1 } })
unlinkReconciliationMock.mockResolvedValue({ success: true })
const result = await unmatchLink(supabase as never, COMPANY, USER, `bank:${CASH}`, R1)
expect(unlinkReconciliationMock).toHaveBeenCalledWith(supabase, COMPANY, R1, USER)
expect(result).toEqual({ external_id: R1, previous_journal_entry_id: E1 })
})
it('ignores a skattekonto row via the core helper', async () => {
const { supabase } = createQueuedMockSupabase()
setIgnoredMock.mockResolvedValue({ skattekonto_transaction_id: R1, is_ignored: true })
expect(await setItemIgnored(supabase as never, COMPANY, 'skattekonto', R1, true)).toEqual({
external_id: R1,
is_ignored: true,
})
})
it('refuses to ignore a booked bank transaction', async () => {
const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: { id: R1, journal_entry_id: E1, is_ignored: false } })
await expect(setItemIgnored(supabase as never, COMPANY, `bank:${CASH}`, R1, true)).rejects.toMatchObject({
code: 'ALREADY_BOOKED',
})
})
it('ignores an unbooked bank transaction', async () => {
const { supabase, enqueue, findCalls } = createQueuedMockSupabase()
enqueue({ data: { id: R1, journal_entry_id: null, is_ignored: false } })
enqueue({ data: null }) // update
const result = await setItemIgnored(supabase as never, COMPANY, `bank:${CASH}`, R1, true)
expect(result).toEqual({ external_id: R1, is_ignored: true })
expect(findCalls('transactions', 'update')[0][0]).toEqual({ is_ignored: true })
})
})