Files
accounted/app/api/bookkeeping/journal-entries/__tests__/route.test.ts
T
MattssonandClaude Fable 5 0676f5a564 feat(bookkeeping): dashboard deep link filters verifikat utan underlag server-side (#1840)
* feat(bookkeeping): dashboard deep link filters verifikat utan underlag server-side

The dashboard "Verifikat utan underlag" card (and the push-notification
link) pointed at /bookkeeping?missingUnderlag=true, but nothing read the
param: the user landed on the plain unfiltered ledger. The existing
"Visa saknade underlag" toggle also only filtered the already-fetched
page, so it could not represent the badge count across pages.

- lib/bookkeeping/missing-underlag.ts: shared resolver of "posted
  verifikat lacking underlag" (document-requiring source types, no
  current-version document, no anchored supplier-invoice reference per
  BFL 5 kap 7 §, no exemption), extracted from the bulk "Inget underlag
  krävs" route so list, bulk remedy and dashboard badge share one
  predicate.
- GET /api/bookkeeping/journal-entries?missing_underlag=true: resolves
  the full missing set server-side, applies the active sort stack, pages
  it, and returns the full-set count, fetching page rows in id chunks so
  the "Alla" page size cannot blow the PostgREST URL limit.
- JournalEntryList: the toggle is now server-backed (refetch on change,
  honest count in the dialog badge); client-side re-filtering against
  late-arriving attachment counts removed. Deep-link arrival turns the
  filter on and scopes the visit to all fiscal years in memory only,
  matching the all-years badge count without touching the saved
  preference.

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

* fix(bookkeeping): harden the saknade-underlag filter after skeptic review

Three skeptic subagents refuted the first cut; this fixes every confirmed
finding in one pass:

- FyPicker: new suppressAutoRestore prop. The deep-link visit opens as
  "Alla räkenskapsår" in memory, and FyPicker's on-load restore of the
  persisted year (value === null) snapped the scope back right after
  load, desyncing the list from the all-years badge that launched it.
  Manual picks still persist as usual.
- Voucher-label search: the resolver now carries the same parseVoucher
  OR-branch as the direct list path, so searching "A209" with the filter
  on finds verifikat A209 instead of silently returning 0 rows.
- Staleness while the filter is on: batch exempt, the single-row "Inget
  underlag krävs" toggle, and a row gaining its first underlag now
  refetch in place so fixed rows leave the filtered list and the count
  stays honest (the pre-server-filter behavior). The attachment-driven
  refetch is guarded per entry id against predicate-disagreement loops.
- Drafts view: the filter switch is disabled there; the predicate is
  posted-only and the badge would mislabel the draft count.
- Perf: the bulk-exempt route resolves ids only, skipping the per-row
  total_amount computed column on its full post-import candidate scan.

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

* fix(bookkeeping): keep the underlag resolver statically checkable

The skeptic-fix commit tripped the phantom-column scanner ceiling
(tests/schema/no-phantom-columns.test.ts, 382 > 380): a computed
select() string and a runtime-built .or() are expressions the scanner
cannot resolve against the schema. Restructured instead of raising the
ceiling: the idOnly/full column choice is two literal select() calls
behind a lazy branch, and a voucher-label search fans out to two
statically-checkable candidate queries (description ilike, series+number
eq) unioned by id, same semantics as before.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-24 15:06:30 +02:00

590 lines
22 KiB
TypeScript

import { describe, it, expect, vi, beforeEach } from 'vitest'
import {
createMockRequest,
parseJsonResponse,
createQueuedMockSupabase,
makeJournalEntry,
} from '@/tests/helpers'
// Mock dependencies
const { supabase: mockSupabase, enqueue, reset, findCalls } = createQueuedMockSupabase()
vi.mock('@/lib/supabase/server', () => ({
createClient: () => Promise.resolve(mockSupabase),
}))
vi.mock('@/lib/init', () => ({
ensureInitialized: vi.fn(),
}))
vi.mock('@/lib/company/context', () => ({
requireCompanyId: vi.fn().mockResolvedValue('company-1'),
getActiveCompanyId: vi.fn().mockResolvedValue('company-1'),
}))
vi.mock('@/lib/auth/require-write', () => ({
requireWritePermission: vi.fn().mockResolvedValue({ ok: true }),
}))
const mockCreateJournalEntry = vi.fn()
vi.mock('@/lib/bookkeeping/engine', () => ({
createJournalEntry: (...args: unknown[]) => mockCreateJournalEntry(...args),
}))
import { GET, POST } from '../route'
describe('GET /api/bookkeeping/journal-entries', () => {
const mockUser = { id: 'user-1', email: 'test@test.se' }
beforeEach(() => {
vi.clearAllMocks()
reset()
mockSupabase.auth.getUser.mockResolvedValue({ data: { user: mockUser } })
})
it('returns 401 when not authenticated', async () => {
mockSupabase.auth.getUser.mockResolvedValue({ data: { user: null } })
const request = createMockRequest('/api/bookkeeping/journal-entries')
const response = await GET(request)
const { status, body } = await parseJsonResponse(response)
expect(status).toBe(401)
expect(body).toEqual({ error: 'Unauthorized' })
})
it('returns entries list', async () => {
const entries = [makeJournalEntry(), makeJournalEntry()]
enqueue({ data: entries, error: null, count: 2 })
const request = createMockRequest('/api/bookkeeping/journal-entries')
const response = await GET(request)
const { status, body } = await parseJsonResponse<{ data: unknown[]; count: number }>(response)
expect(status).toBe(200)
expect(body.data).toEqual(entries)
expect(body.count).toBe(2)
})
it('passes filters to query', async () => {
enqueue({ data: [], error: null, count: 0 })
const request = createMockRequest('/api/bookkeeping/journal-entries', {
searchParams: {
period_id: 'period-1',
status: 'posted',
date_from: '2024-01-01',
date_to: '2024-12-31',
limit: '10',
offset: '5',
// Strict period filtering: exercises the PostgREST path, not the RPC.
include_related: 'false',
},
})
const response = await GET(request)
const { status } = await parseJsonResponse(response)
expect(status).toBe(200)
expect(mockSupabase.from).toHaveBeenCalledWith('journal_entries')
})
it('uses RPC with include_related when period_id is set', async () => {
const rpcRows = [
{
entry: { ...makeJournalEntry({ id: 'je-1' }), out_of_period: false },
total_count: 2,
},
{
entry: { ...makeJournalEntry({ id: 'je-2' }), out_of_period: true },
total_count: 2,
},
]
enqueue({ data: rpcRows, error: null })
const request = createMockRequest('/api/bookkeeping/journal-entries', {
searchParams: { period_id: 'period-1' },
})
const response = await GET(request)
const { status, body } = await parseJsonResponse<{
data: Array<{ id: string; out_of_period?: boolean }>
count: number
}>(response)
expect(status).toBe(200)
expect(mockSupabase.rpc).toHaveBeenCalledWith(
'list_fiscal_period_entries_with_related',
expect.objectContaining({
p_company_id: 'company-1',
p_period_id: 'period-1',
p_include_related: true,
})
)
expect(body.data).toHaveLength(2)
expect(body.data[1].out_of_period).toBe(true)
expect(body.count).toBe(2)
})
it('forwards explicit ?status=cancelled to the RPC', async () => {
enqueue({ data: [], error: null })
const request = createMockRequest('/api/bookkeeping/journal-entries', {
searchParams: { period_id: 'period-1', status: 'cancelled' },
})
await GET(request)
// The RPC itself hides cancelled entries unless p_status='cancelled' is
// passed explicitly (see migration 20260428153500). The behavior of the
// hide-by-default logic lives in SQL and is covered by pg-real tests.
expect(mockSupabase.rpc).toHaveBeenCalledWith(
'list_fiscal_period_entries_with_related',
expect.objectContaining({ p_status: 'cancelled' })
)
})
it('uses the direct query path (not the RPC) when a search term is set', async () => {
enqueue({ data: [], error: null, count: 0 })
const request = createMockRequest('/api/bookkeeping/journal-entries', {
searchParams: { period_id: 'period-1', search: 'luftfyllning' },
})
const response = await GET(request)
const { status } = await parseJsonResponse(response)
expect(status).toBe(200)
// Free-text search needs an ILIKE the include_related RPC can't express, so
// the route must fall through to the direct PostgREST query.
expect(mockSupabase.from).toHaveBeenCalledWith('journal_entries')
expect(mockSupabase.rpc).not.toHaveBeenCalled()
})
it('matches a voucher label like "A209" on series+number as well as description', async () => {
enqueue({ data: [], error: null, count: 0 })
const request = createMockRequest('/api/bookkeeping/journal-entries', {
searchParams: { period_id: 'period-1', search: 'A209' },
})
const response = await GET(request)
const { status } = await parseJsonResponse(response)
expect(status).toBe(200)
const orCalls = findCalls('journal_entries', 'or')
expect(orCalls).toHaveLength(1)
expect(orCalls[0][0]).toBe(
'description.ilike."%A209%",and(voucher_series.eq.A,voucher_number.eq.209)',
)
// The plain ilike path must not ALSO run, or the OR would be ANDed away.
expect(findCalls('journal_entries', 'ilike')).toHaveLength(0)
})
it('accepts "a 209" and "A-209" as voucher labels', async () => {
for (const needle of ['a 209', 'A-209']) {
reset()
mockSupabase.auth.getUser.mockResolvedValue({ data: { user: mockUser } })
enqueue({ data: [], error: null, count: 0 })
const request = createMockRequest('/api/bookkeeping/journal-entries', {
searchParams: { period_id: 'period-1', search: needle },
})
await GET(request)
const orCalls = findCalls('journal_entries', 'or')
expect(orCalls, needle).toHaveLength(1)
expect(String(orCalls[0][0])).toContain('and(voucher_series.eq.A,voucher_number.eq.209)')
}
})
it('keeps the plain description ilike for non-label needles', async () => {
enqueue({ data: [], error: null, count: 0 })
const request = createMockRequest('/api/bookkeeping/journal-entries', {
searchParams: { period_id: 'period-1', search: 'hyra, kvartal 1 (50%)' },
})
await GET(request)
expect(findCalls('journal_entries', 'or')).toHaveLength(0)
const ilikeCalls = findCalls('journal_entries', 'ilike')
expect(ilikeCalls).toHaveLength(1)
expect(ilikeCalls[0][0]).toBe('description')
expect(ilikeCalls[0][1]).toBe('%hyra, kvartal 1 (50\\%)%')
})
it('orders by the total_amount computed column on amount sort, bypassing the RPC', async () => {
enqueue({ data: [], error: null, count: 0 })
const request = createMockRequest('/api/bookkeeping/journal-entries', {
searchParams: { period_id: 'period-1', sort_by: 'total_desc' },
})
const response = await GET(request)
const { status } = await parseJsonResponse(response)
expect(status).toBe(200)
// Amount sort orders by a PostgREST computed column (migration
// 20260811100000) that the include_related RPC can't express, so the
// route must fall through to the direct query (strict period view),
// exactly like voucher sort.
expect(mockSupabase.from).toHaveBeenCalledWith('journal_entries')
expect(mockSupabase.rpc).not.toHaveBeenCalled()
expect(findCalls('journal_entries', 'order')[0]).toEqual([
'total_amount',
{ ascending: false },
])
})
it('orders by description on description sort, bypassing the RPC', async () => {
enqueue({ data: [], error: null, count: 0 })
const request = createMockRequest('/api/bookkeeping/journal-entries', {
searchParams: { period_id: 'period-1', sort_by: 'description_asc' },
})
const response = await GET(request)
const { status } = await parseJsonResponse(response)
expect(status).toBe(200)
expect(mockSupabase.rpc).not.toHaveBeenCalled()
expect(findCalls('journal_entries', 'order')[0]).toEqual([
'description',
{ ascending: true },
])
})
it('chains stacked sort keys in priority order and bypasses the RPC', async () => {
enqueue({ data: [], error: null, count: 0 })
const request = createMockRequest('/api/bookkeeping/journal-entries', {
searchParams: { period_id: 'period-1', sort_by: 'total_desc,description_asc' },
})
const response = await GET(request)
const { status } = await parseJsonResponse(response)
expect(status).toBe(200)
expect(mockSupabase.rpc).not.toHaveBeenCalled()
// Priority order preserved, then the voucher tiebreak in the LAST key's
// direction (ascending here), then the globally unique id tiebreak:
// series+number repeat across fiscal years, so equal keys need a total
// order for stable pagination.
expect(findCalls('journal_entries', 'order')).toEqual([
['total_amount', { ascending: false }],
['description', { ascending: true }],
['voucher_series', { ascending: true }],
['voucher_number', { ascending: true }],
['id', { ascending: true }],
])
})
it('dedupes repeated sort columns and caps the stack at three keys', async () => {
enqueue({ data: [], error: null, count: 0 })
const request = createMockRequest('/api/bookkeeping/journal-entries', {
searchParams: {
include_related: 'false',
sort_by: 'date_desc,date_asc,nonsense,voucher_desc,total_asc,description_asc',
},
})
const response = await GET(request)
const { status } = await parseJsonResponse(response)
expect(status).toBe(200)
// date deduped (first token wins), the unknown token is ignored, and the
// stack caps at three keys (date, voucher, total): description never
// makes it in. Voucher is in the stack, so no series+number tiebreak is
// appended; the id tiebreak always is (duplicate series+number across
// fiscal years on the all-years scope).
expect(findCalls('journal_entries', 'order')).toEqual([
['entry_date', { ascending: false }],
['voucher_series', { ascending: false }],
['voucher_number', { ascending: false }],
['total_amount', { ascending: true }],
['id', { ascending: true }],
])
})
it('appends the id tiebreak on the all-years scope where voucher identifiers repeat', async () => {
enqueue({ data: [], error: null, count: 0 })
// No period_id: the "Alla räkenskapsår" scope, where A-1 exists once per
// fiscal year. Without a globally unique final key, rows with equal
// (entry_date, series, number) can swap between page requests and be
// duplicated or dropped at page boundaries.
const request = createMockRequest('/api/bookkeeping/journal-entries', {
searchParams: { include_related: 'false', sort_by: 'date_desc' },
})
const response = await GET(request)
const { status } = await parseJsonResponse(response)
expect(status).toBe(200)
const orderCalls = findCalls('journal_entries', 'order')
expect(orderCalls[orderCalls.length - 1]).toEqual(['id', { ascending: false }])
})
it('still serves a single date sort key through the include_related RPC', async () => {
enqueue({ data: [], error: null })
const request = createMockRequest('/api/bookkeeping/journal-entries', {
searchParams: { period_id: 'period-1', sort_by: 'date_asc' },
})
const response = await GET(request)
const { status } = await parseJsonResponse(response)
expect(status).toBe(200)
expect(mockSupabase.rpc).toHaveBeenCalledWith(
'list_fiscal_period_entries_with_related',
expect.objectContaining({ p_sort_date: 'asc' }),
)
})
it('accepts a large limit (the "Alla" page size) and a negative offset without erroring', async () => {
enqueue({ data: [], error: null, count: 0 })
const request = createMockRequest('/api/bookkeeping/journal-entries', {
// 'Alla' sends a large limit; the route clamps it to MAX_LIMIT. A negative
// offset is floored to 0. Both are bounded server-side (ASVS V1.2.5).
searchParams: { limit: '999999', offset: '-5', include_related: 'false' },
})
const response = await GET(request)
const { status } = await parseJsonResponse(response)
expect(status).toBe(200)
expect(mockSupabase.from).toHaveBeenCalledWith('journal_entries')
})
it('returns 500 on database error', async () => {
enqueue({ data: null, error: { message: 'DB error' } })
const request = createMockRequest('/api/bookkeeping/journal-entries')
const response = await GET(request)
const { status, body } = await parseJsonResponse<{ error: string }>(response)
expect(status).toBe(500)
// Raw Supabase messages never reach the response field (issue #337).
expect(body.error).toBe('Verifikationerna kunde inte hämtas. Försök igen.')
})
describe('missing_underlag=true (the dashboard deep-link filter)', () => {
// Candidate ids must be UUID-shaped: the resolver interpolates them into
// the supplier-invoice .or() filter behind a UUID guard.
const E1 = '11111111-1111-4111-8111-111111111111'
const E2 = '22222222-2222-4222-8222-222222222222'
const E3 = '33333333-3333-4333-8333-333333333333'
const candidate = (id: string, voucherNumber: number) => ({
id,
entry_date: '2026-06-08',
voucher_series: 'A',
voucher_number: voucherNumber,
description: 'test',
total_amount: 100,
})
it('returns only entries without documents, exemption-aware, with the full-set count', async () => {
enqueue({ data: [candidate(E1, 1), candidate(E2, 2), candidate(E3, 3)], error: null }) // candidates
enqueue({ data: [{ journal_entry_id: E1 }], error: null }) // E1 has a document
enqueue({ data: [], error: null }) // no SI references
enqueue({ data: [], error: null }) // no SI payment-row references
enqueue({ data: [{ journal_entry_id: E3 }], error: null }) // E3 exempt
const fullRow = makeJournalEntry({ id: E2 })
enqueue({ data: [fullRow], error: null }) // page rows
const request = createMockRequest('/api/bookkeeping/journal-entries', {
searchParams: { missing_underlag: 'true', exclude_draft: 'true' },
})
const { status, body } = await parseJsonResponse<{ data: { id: string }[]; count: number }>(
await GET(request)
)
expect(status).toBe(200)
expect(body.data.map((e) => e.id)).toEqual([E2])
expect(body.count).toBe(1)
})
it('takes this path instead of the include_related RPC when a period is selected', async () => {
enqueue({ data: [], error: null }) // candidates: none
const request = createMockRequest('/api/bookkeeping/journal-entries', {
searchParams: { missing_underlag: 'true', period_id: 'period-1', exclude_draft: 'true' },
})
const { status, body } = await parseJsonResponse<{ data: unknown[]; count: number }>(
await GET(request)
)
expect(status).toBe(200)
expect(body.data).toEqual([])
expect(body.count).toBe(0)
expect(mockSupabase.rpc).not.toHaveBeenCalled()
})
it('paginates over the missing set with count spanning all pages', async () => {
// Out of voucher order on purpose: default sort is series+number asc.
enqueue({ data: [candidate(E3, 3), candidate(E1, 1), candidate(E2, 2)], error: null })
enqueue({ data: [], error: null }) // no documents
enqueue({ data: [], error: null }) // no SI references
enqueue({ data: [], error: null }) // no SI payment-row references
enqueue({ data: [], error: null }) // no exemptions
enqueue({ data: [makeJournalEntry({ id: E2 })], error: null }) // page rows
const request = createMockRequest('/api/bookkeeping/journal-entries', {
searchParams: {
missing_underlag: 'true',
exclude_draft: 'true',
limit: '1',
offset: '1',
},
})
const { status, body } = await parseJsonResponse<{ data: { id: string }[]; count: number }>(
await GET(request)
)
expect(status).toBe(200)
// Page 2 of size 1 under voucher-asc = A2.
expect(body.data.map((e) => e.id)).toEqual([E2])
expect(body.count).toBe(3)
})
it('treats an anchored supplier-invoice reference as underlag (BFL 5 kap 7 §)', async () => {
enqueue({ data: [candidate(E1, 1), candidate(E2, 2)], error: null })
enqueue({ data: [], error: null }) // no direct documents
enqueue({
data: [
{
registration_journal_entry_id: E1,
payment_journal_entry_id: null,
document: { journal_entry_id: E1 }, // anchored → counts as underlag
},
],
error: null,
})
enqueue({ data: [], error: null }) // no SI payment-row references
enqueue({ data: [], error: null }) // no exemptions
enqueue({ data: [makeJournalEntry({ id: E2 })], error: null }) // page rows
const request = createMockRequest('/api/bookkeeping/journal-entries', {
searchParams: { missing_underlag: 'true', exclude_draft: 'true' },
})
const { status, body } = await parseJsonResponse<{ data: { id: string }[]; count: number }>(
await GET(request)
)
expect(status).toBe(200)
expect(body.data.map((e) => e.id)).toEqual([E2])
expect(body.count).toBe(1)
})
it('matches a voucher-label search against series+number, like the direct path', async () => {
// A voucher-shaped needle fans out to TWO candidate queries (description
// ilike, then series+number), unioned by id: a runtime-built .or()
// would count against the phantom-column scanner's ceiling.
enqueue({ data: [], error: null }) // candidates by description: none
enqueue({ data: [candidate(E1, 209)], error: null }) // candidates by voucher label
enqueue({ data: [], error: null }) // no documents
enqueue({ data: [], error: null }) // no SI references
enqueue({ data: [], error: null }) // no SI payment-row references
enqueue({ data: [], error: null }) // no exemptions
enqueue({ data: [makeJournalEntry({ id: E1 })], error: null }) // page rows
const request = createMockRequest('/api/bookkeeping/journal-entries', {
searchParams: { missing_underlag: 'true', exclude_draft: 'true', search: 'A209' },
})
const { status, body } = await parseJsonResponse<{ data: { id: string }[]; count: number }>(
await GET(request)
)
expect(status).toBe(200)
// Searching "A209" with the filter on must find verifikat A209 even
// when its description never mentions it.
expect(body.data.map((e) => e.id)).toEqual([E1])
expect(body.count).toBe(1)
const eqCalls = findCalls('journal_entries', 'eq')
expect(eqCalls).toContainEqual(['voucher_series', 'A'])
expect(eqCalls).toContainEqual(['voucher_number', 209])
})
it('is ignored for the drafts view', async () => {
enqueue({ data: [], error: null, count: 0 })
const request = createMockRequest('/api/bookkeeping/journal-entries', {
searchParams: { missing_underlag: 'true', status: 'draft' },
})
const { status } = await parseJsonResponse(await GET(request))
expect(status).toBe(200)
// The drafts view goes through the normal direct query, not the
// resolver: no lookup-table queries.
expect(mockSupabase.from).toHaveBeenCalledWith('journal_entries')
expect(mockSupabase.from).not.toHaveBeenCalledWith('document_attachments')
expect(mockSupabase.from).not.toHaveBeenCalledWith('journal_entry_no_doc_required')
})
})
})
const VALID_UUID = '550e8400-e29b-41d4-a716-446655440000'
describe('POST /api/bookkeeping/journal-entries', () => {
const mockUser = { id: 'user-1', email: 'test@test.se' }
beforeEach(() => {
vi.clearAllMocks()
reset()
mockSupabase.auth.getUser.mockResolvedValue({ data: { user: mockUser } })
})
it('returns 401 when not authenticated', async () => {
mockSupabase.auth.getUser.mockResolvedValue({ data: { user: null } })
const request = createMockRequest('/api/bookkeeping/journal-entries', {
method: 'POST',
body: {},
})
const response = await POST(request)
const { status, body } = await parseJsonResponse(response)
expect(status).toBe(401)
expect(body).toEqual({ error: 'Unauthorized' })
})
it('creates journal entry and returns it', async () => {
const entry = makeJournalEntry()
mockCreateJournalEntry.mockResolvedValue(entry)
const input = {
fiscal_period_id: VALID_UUID,
entry_date: '2024-06-15',
description: 'Test entry',
source_type: 'manual',
lines: [
{ account_number: '1930', debit_amount: 1000, credit_amount: 0 },
{ account_number: '3001', debit_amount: 0, credit_amount: 1000 },
],
}
const request = createMockRequest('/api/bookkeeping/journal-entries', {
method: 'POST',
body: input,
})
const response = await POST(request)
const { status, body } = await parseJsonResponse<{ data: unknown }>(response)
expect(status).toBe(200)
expect(body.data).toEqual(entry)
expect(mockCreateJournalEntry).toHaveBeenCalledWith(expect.anything(), 'company-1', 'user-1', input)
})
it('returns 400 when engine throws', async () => {
mockCreateJournalEntry.mockRejectedValue(new Error('Unbalanced entry'))
const request = createMockRequest('/api/bookkeeping/journal-entries', {
method: 'POST',
body: {
fiscal_period_id: VALID_UUID,
entry_date: '2024-06-15',
description: 'Bad entry',
source_type: 'manual',
lines: [
{ account_number: '1930', debit_amount: 1000, credit_amount: 0 },
{ account_number: '3001', debit_amount: 0, credit_amount: 500 },
],
},
})
const response = await POST(request)
const { status, body } = await parseJsonResponse<{ error: string }>(response)
expect(status).toBe(400)
// Untyped engine errors map to the Swedish context fallback (issue #337).
expect(body.error).toBe('Kunde inte hantera verifikationen. Försök igen.')
})
})