Files
accounted/lib/invoices/__tests__/generate-invoice-number.pg.test.ts
T
Mattsson fd1db89603 Fix/invoice numbers (#365)
* feat: make invoice_number nullable and assign on send

- Updated the invoices table to allow invoice_number to be nullable.
- Modified the logic to assign invoice numbers only when the invoice status transitions to 'sent'.
- Refactored related code to handle nullable invoice numbers, including UI components and API routes.
- Added tests to ensure correct behavior when handling invoices with null invoice numbers.
- Introduced a utility function to display invoice numbers, defaulting to '(Utkast)' for drafts.

* fix: update fiscal period handling to return names of open periods in error messages

* fix: enhance period creation logic to account for company-wide bookkeeping lock-through

* fix: remove unnecessary customer_type field from customer insertion query

* fix: scope invoice number count query to specific companies to avoid test interference

* feat: Implement atomic invoice number generation and ensure compliance with invoice numbering rules

- Introduced `ensureInvoiceNumber` function to assign invoice numbers atomically, handling concurrency and ensuring compliance with document types.
- Updated invoice-related components to utilize the new `invoiceNumberDisplay` utility for consistent invoice number formatting.
- Added checks to ensure that invoices in non-draft statuses have valid invoice numbers, preventing violations of legal requirements.
- Created tests for the new invoice number generation logic, ensuring correct behavior under various scenarios, including concurrent requests.
- Added a draft banner to PDF templates for invoices without assigned numbers, clarifying their status to users.
- Updated database migrations to support the new atomic invoice number generation logic and enforce constraints on invoice statuses.
2026-04-27 16:29:58 +02:00

192 lines
7.3 KiB
TypeScript

import { randomUUID } from 'node:crypto'
import { describe, expect, it } from 'vitest'
import { getPool } from '@/tests/pg/setup'
import { seedCompany } from '@/tests/pg/fixtures'
// Insert a customer + draft invoice (invoice_number=null) and return the invoice id.
async function insertDraftInvoice(params: {
userId: string
companyId: string
documentType?: 'invoice' | 'proforma'
}): Promise<string> {
const customerId = randomUUID()
await getPool().query(
`INSERT INTO public.customers (id, user_id, company_id, name)
VALUES ($1, $2, $3, 'Test Customer')`,
[customerId, params.userId, params.companyId],
)
const invoiceId = randomUUID()
await getPool().query(
`INSERT INTO public.invoices
(id, user_id, company_id, customer_id, invoice_number, document_type,
invoice_date, due_date, currency, subtotal, vat_amount, total,
vat_treatment, vat_rate, moms_ruta, status)
VALUES ($1, $2, $3, $4, NULL, $5,
'2026-04-27', '2026-05-27', 'SEK', 1000, 250, 1250,
'standard_25', 25, '10', 'draft')`,
[invoiceId, params.userId, params.companyId, customerId, params.documentType ?? 'invoice'],
)
return invoiceId
}
async function ensureCompanySettings(params: {
userId: string
companyId: string
invoicePrefix?: string
nextInvoiceNumber?: number
}): Promise<void> {
await getPool().query(
`INSERT INTO public.company_settings
(user_id, company_id, invoice_prefix, next_invoice_number)
VALUES ($1, $2, $3, $4)
ON CONFLICT (company_id) DO UPDATE
SET invoice_prefix = EXCLUDED.invoice_prefix,
next_invoice_number = EXCLUDED.next_invoice_number`,
[params.userId, params.companyId, params.invoicePrefix ?? 'F', params.nextInvoiceNumber ?? 1],
)
}
async function readCounter(companyId: string): Promise<number> {
const { rows } = await getPool().query<{ next_invoice_number: number }>(
'SELECT next_invoice_number FROM public.company_settings WHERE company_id = $1',
[companyId],
)
return rows[0]!.next_invoice_number
}
describe('generate_invoice_number RPC', () => {
it('assigns a number to a draft and persists it on the invoice row', async () => {
const { userId, companyId } = await seedCompany()
await ensureCompanySettings({ userId, companyId, invoicePrefix: 'F', nextInvoiceNumber: 1 })
const invoiceId = await insertDraftInvoice({ userId, companyId })
const { rows } = await getPool().query<{ generate_invoice_number: string }>(
'SELECT public.generate_invoice_number($1, $2, $3)',
[companyId, invoiceId, 'invoice'],
)
const assigned = rows[0]!.generate_invoice_number
expect(assigned).toMatch(/^F\d{4}\d{3}$/)
const persisted = await getPool().query<{ invoice_number: string }>(
'SELECT invoice_number FROM public.invoices WHERE id = $1',
[invoiceId],
)
expect(persisted.rows[0]!.invoice_number).toBe(assigned)
})
it('produces a PF- prefix when document_type is proforma', async () => {
const { userId, companyId } = await seedCompany()
await ensureCompanySettings({ userId, companyId, invoicePrefix: 'F', nextInvoiceNumber: 42 })
const invoiceId = await insertDraftInvoice({ userId, companyId, documentType: 'proforma' })
const { rows } = await getPool().query<{ generate_invoice_number: string }>(
'SELECT public.generate_invoice_number($1, $2, $3)',
[companyId, invoiceId, 'proforma'],
)
expect(rows[0]!.generate_invoice_number).toMatch(/^PF-\d{4}042$/)
})
it('is idempotent: a second call on the same invoice returns the same number without bumping the counter', async () => {
const { userId, companyId } = await seedCompany()
await ensureCompanySettings({ userId, companyId, invoicePrefix: 'F', nextInvoiceNumber: 10 })
const invoiceId = await insertDraftInvoice({ userId, companyId })
const first = await getPool().query<{ generate_invoice_number: string }>(
'SELECT public.generate_invoice_number($1, $2, $3)',
[companyId, invoiceId, 'invoice'],
)
const counterAfterFirst = await readCounter(companyId)
const second = await getPool().query<{ generate_invoice_number: string }>(
'SELECT public.generate_invoice_number($1, $2, $3)',
[companyId, invoiceId, 'invoice'],
)
const counterAfterSecond = await readCounter(companyId)
expect(second.rows[0]!.generate_invoice_number).toBe(first.rows[0]!.generate_invoice_number)
expect(counterAfterSecond).toBe(counterAfterFirst)
})
it('serializes concurrent calls on the same invoice — both see the same number, counter advances by 1', async () => {
const { userId, companyId } = await seedCompany()
await ensureCompanySettings({ userId, companyId, invoicePrefix: 'F', nextInvoiceNumber: 100 })
const invoiceId = await insertDraftInvoice({ userId, companyId })
const counterBefore = await readCounter(companyId)
// Race two RPC calls on dedicated clients so they really execute in parallel.
const a = getPool()
.connect()
.then(async (c) => {
try {
const { rows } = await c.query<{ generate_invoice_number: string }>(
'SELECT public.generate_invoice_number($1, $2, $3)',
[companyId, invoiceId, 'invoice'],
)
return rows[0]!.generate_invoice_number
} finally {
c.release()
}
})
const b = getPool()
.connect()
.then(async (c) => {
try {
const { rows } = await c.query<{ generate_invoice_number: string }>(
'SELECT public.generate_invoice_number($1, $2, $3)',
[companyId, invoiceId, 'invoice'],
)
return rows[0]!.generate_invoice_number
} finally {
c.release()
}
})
const [resultA, resultB] = await Promise.all([a, b])
const counterAfter = await readCounter(companyId)
expect(resultA).toBe(resultB)
expect(counterAfter - counterBefore).toBe(1)
})
it('different invoices in the same company get distinct sequential numbers', async () => {
const { userId, companyId } = await seedCompany()
await ensureCompanySettings({ userId, companyId, invoicePrefix: 'F', nextInvoiceNumber: 200 })
const invoiceA = await insertDraftInvoice({ userId, companyId })
const invoiceB = await insertDraftInvoice({ userId, companyId })
const a = await getPool().query<{ generate_invoice_number: string }>(
'SELECT public.generate_invoice_number($1, $2, $3)',
[companyId, invoiceA, 'invoice'],
)
const b = await getPool().query<{ generate_invoice_number: string }>(
'SELECT public.generate_invoice_number($1, $2, $3)',
[companyId, invoiceB, 'invoice'],
)
expect(a.rows[0]!.generate_invoice_number).toMatch(/200$/)
expect(b.rows[0]!.generate_invoice_number).toMatch(/201$/)
})
it('raises when the invoice id does not belong to the company', async () => {
const { userId, companyId } = await seedCompany()
await ensureCompanySettings({ userId, companyId })
const otherCompany = await seedCompany()
const invoiceId = await insertDraftInvoice({
userId: otherCompany.userId,
companyId: otherCompany.companyId,
})
await expect(
getPool().query('SELECT public.generate_invoice_number($1, $2, $3)', [
companyId,
invoiceId,
'invoice',
]),
).rejects.toThrow(/Invoice .* not found/)
})
})