* feat(webshop): generate orderunderlag PDF and attach it to the verifikat at booking Booked webshop orders only carried the VAT split; the verifikat showed no product lines, customer or payment method although the sync already stores all of it in webshop_orders.line_items (#1881). - lib/webshop-orders/order-underlag.tsx: pure model builder + react-pdf template (order lines, customer, payment method, per-rate VAT summary, SEK conversion facts) + archiveWebshopOrderUnderlag, which renders and archives the PDF on the committed verifikat through uploadDocument (upload_source system, extraction none), mirroring archiveIssuedInvoicePdf. Never throws: the booking is immutable by then. - book route: archive after commitEntry; response gains underlag_archived. FX-retry now also syncs the in-memory row so the underlag shows the resolved SEK facts. - webshop_order added to NEEDS_DOC_SOURCE_TYPES and (new migration 20260825140000) to the verifikat_without_documents needs-doc list, so a failed attach or a historical booking surfaces on the saknar-underlag worklist. transactions_without_documents is deliberately unchanged. - tests: underlag model/render/archive unit tests, book-route archive and failure-isolation cases, pg test extended (per-source-type probe now covers webshop_order; explicit flagged/silenced pair). Fixes #1881 Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * chore(migrations): move webshop needs-doc migration after main's 20260825150000 Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * test(webshop): add manually_booked fields to the underlag order fixture Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(webshop): skeptic findings on the orderunderlag (#1881) Two refutations from the skeptic pass on PR #1899, both fixed: 1. Correctness: sv-SE Intl emits U+2212 MINUS SIGN for negatives, which Helvetica/WinAnsi PDF fonts drop silently, so refund and discount amounts on the archived underlag rendered as POSITIVE. formatAmount now replaces U+2212 with an ASCII hyphen (same guard as formatPdfCurrency), is exported, and is pinned by a regression test. 2. Regression: NEEDS_DOC_SOURCE_TYPES had two hardcoded copies that missed webshop_order, so flagged rows rendered without the "Underlag saknas" chip, waiver toggle, or batch-exempt selection, and the weekly missing-underlag push cron disagreed with the badge. The constant now lives in dependency-free lib/worklist/types.ts (client-safe), is re-exported from categories.ts, and both JournalEntryList.tsx and push-notifications/notification-scheduler.ts consume it instead of their own copies. Also: "Bokfört i SEK" reworded to "Motsvarande i SEK" (compliance skeptic observation: the dialog's lines are user-editable, so the underlag must state the order's conversion, not claim a booking fact). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
388 lines
12 KiB
TypeScript
388 lines
12 KiB
TypeScript
/**
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* Cron-based notification scheduling.
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*
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* Handles time-dependent checks that cannot be event-driven:
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* - Tax deadlines approaching (7 days, 1 day, today)
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* - Invoice due/overdue reminders (3 days before, on due date, 3/7 days overdue)
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*
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* Both functions call `sendNotificationToUser()` from the sender module
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* instead of duplicating the send pipeline.
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*/
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import type { SupabaseClient } from '@supabase/supabase-js'
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import type { NotificationType } from '@/types'
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import { fetchAllRows } from '@/lib/supabase/fetch-all'
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import { NEEDS_DOC_SOURCE_TYPES } from '@/lib/worklist/types'
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import { sendNotificationToUser, readNotificationSettings } from './notification-sender'
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import {
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createTaxDeadlinePayload,
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createInvoiceOverduePayload,
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createInvoiceDuePayload,
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createMissingUnderlagPayload,
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} from './payload-builders'
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/**
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* Send tax deadline notifications.
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* Checks for deadlines due in 7 days, 1 day, or today.
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*/
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export async function sendTaxDeadlineNotifications(
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supabase: SupabaseClient
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): Promise<{ sent: number; skipped: number }> {
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let sent = 0
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let skipped = 0
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const today = new Date()
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today.setHours(0, 0, 0, 0)
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const todayStr = today.toISOString().split('T')[0]
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const in7Days = new Date(today)
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in7Days.setDate(in7Days.getDate() + 7)
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const in7DaysStr = in7Days.toISOString().split('T')[0]
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const tomorrow = new Date(today)
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tomorrow.setDate(tomorrow.getDate() + 1)
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const tomorrowStr = tomorrow.toISOString().split('T')[0]
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const { data: deadlines } = await supabase
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.from('deadlines')
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.select('id, user_id, title, due_date')
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.eq('deadline_type', 'tax')
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.eq('is_completed', false)
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.in('status', ['upcoming', 'action_needed'])
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.in('due_date', [in7DaysStr, tomorrowStr, todayStr])
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if (!deadlines || deadlines.length === 0) {
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return { sent: 0, skipped: 0 }
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}
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// Group by user
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const userDeadlines = new Map<string, typeof deadlines>()
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for (const deadline of deadlines) {
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const list = userDeadlines.get(deadline.user_id) || []
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list.push(deadline)
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userDeadlines.set(deadline.user_id, list)
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}
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for (const [userId, userDls] of userDeadlines) {
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// Check user-level tax_deadlines_enabled. Unreadable settings mean no
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// send; a missing row means the defaults (enabled) apply.
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const settingsRead = await readNotificationSettings(supabase, userId)
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if (!settingsRead.readable) {
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skipped += userDls.length
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continue
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}
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if (settingsRead.settings && !settingsRead.settings.tax_deadlines_enabled) {
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skipped += userDls.length
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continue
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}
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for (const deadline of userDls) {
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const daysUntil = Math.ceil(
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(new Date(deadline.due_date).getTime() - today.getTime()) / (1000 * 60 * 60 * 24)
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)
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const payload = createTaxDeadlinePayload(
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deadline.title,
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deadline.due_date,
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daysUntil,
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deadline.id
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)
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const result = await sendNotificationToUser(
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supabase,
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userId,
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payload,
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'tax_deadline',
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deadline.id,
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daysUntil
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)
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if (result.sent) {
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sent++
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} else {
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skipped++
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}
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}
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}
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return { sent, skipped }
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}
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/**
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* Send invoice reminder notifications.
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* Checks for invoices due in 3 days, today, or overdue by 3/7 days.
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*/
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export async function sendInvoiceNotifications(
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supabase: SupabaseClient
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): Promise<{ sent: number; skipped: number }> {
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let sent = 0
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let skipped = 0
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const today = new Date()
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today.setHours(0, 0, 0, 0)
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const todayStr = today.toISOString().split('T')[0]
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const in3Days = new Date(today)
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in3Days.setDate(in3Days.getDate() + 3)
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const in3DaysStr = in3Days.toISOString().split('T')[0]
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const daysAgo3 = new Date(today)
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daysAgo3.setDate(daysAgo3.getDate() - 3)
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const daysAgo3Str = daysAgo3.toISOString().split('T')[0]
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const daysAgo7 = new Date(today)
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daysAgo7.setDate(daysAgo7.getDate() - 7)
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const daysAgo7Str = daysAgo7.toISOString().split('T')[0]
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const { data: invoices } = await supabase
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.from('invoices')
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.select('id, user_id, invoice_number, total, currency, due_date, customer:customers(name)')
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.in('status', ['sent', 'overdue'])
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.in('due_date', [in3DaysStr, todayStr, daysAgo3Str, daysAgo7Str])
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if (!invoices || invoices.length === 0) {
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return { sent: 0, skipped: 0 }
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}
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// Group by user
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const userInvoices = new Map<string, typeof invoices>()
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for (const invoice of invoices) {
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const list = userInvoices.get(invoice.user_id) || []
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list.push(invoice)
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userInvoices.set(invoice.user_id, list)
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}
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for (const [userId, userInvs] of userInvoices) {
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// Check user-level invoice_reminders_enabled. Unreadable settings mean no
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// send; a missing row means the defaults (enabled) apply.
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const settingsRead = await readNotificationSettings(supabase, userId)
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if (!settingsRead.readable) {
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skipped += userInvs.length
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continue
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}
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if (settingsRead.settings && !settingsRead.settings.invoice_reminders_enabled) {
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skipped += userInvs.length
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continue
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}
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for (const invoice of userInvs) {
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const dueDate = new Date(invoice.due_date)
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const daysUntil = Math.ceil(
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(dueDate.getTime() - today.getTime()) / (1000 * 60 * 60 * 24)
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)
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const isOverdue = daysUntil < 0
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const notificationType: NotificationType = isOverdue ? 'invoice_overdue' : 'invoice_due'
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const customer = invoice.customer as unknown as { name: string } | null
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const customerName = customer?.name || 'Okänd kund'
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const payload = isOverdue
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? createInvoiceOverduePayload(
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invoice.invoice_number,
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customerName,
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invoice.total,
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invoice.currency,
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invoice.due_date,
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invoice.id
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)
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: createInvoiceDuePayload(
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invoice.invoice_number,
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customerName,
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invoice.total,
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invoice.currency,
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invoice.due_date,
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invoice.id
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)
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const result = await sendNotificationToUser(
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supabase,
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userId,
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payload,
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notificationType,
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invoice.id,
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Math.abs(daysUntil)
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)
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if (result.sent) {
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sent++
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} else {
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skipped++
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}
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}
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}
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return { sent, skipped }
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}
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/**
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* Source types that require supporting documents (underlag). Shared source
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* of truth (lib/worklist/types.ts) so this cron can never disagree with the
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* worklist badge (skeptic finding on #1881: a hardcoded copy here missed
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* webshop_order).
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*/
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const NEEDS_ATTACHMENT_SOURCE_TYPES = [...NEEDS_DOC_SOURCE_TYPES]
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/**
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* Send missing underlag notifications.
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* Checks all users for posted journal entries without attached documents.
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* Deduplicates via the 'missing-underlag-weekly' tag on the notification payload.
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*/
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export async function sendMissingUnderlagNotifications(
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supabase: SupabaseClient
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): Promise<{ sent: number; skipped: number }> {
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let sent = 0
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let skipped = 0
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// Get all users who have posted entries with source types that need docs.
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// This is a GLOBAL cron over every company, so each read below must page
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// past PostgREST's 1000-row cap: a truncated read here would under-count
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// candidates, and a truncated docs/reference read would over-count missing
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// underlag, producing false "saknade underlag" notifications.
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const entries = await fetchAllRows<{ id: string; user_id: string }>(({ from, to }) =>
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supabase
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.from('journal_entries')
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.select('id, user_id')
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.eq('status', 'posted')
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.in('source_type', NEEDS_ATTACHMENT_SOURCE_TYPES)
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.order('id')
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.range(from, to)
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)
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if (entries.length === 0) {
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return { sent: 0, skipped: 0 }
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}
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// Get all document_attachments linked to journal entries
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const attachments = await fetchAllRows<{ journal_entry_id: string | null }>(({ from, to }) =>
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supabase
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.from('document_attachments')
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.select('journal_entry_id')
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.eq('is_current_version', true)
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.not('journal_entry_id', 'is', null)
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.order('id')
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.range(from, to)
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)
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const entriesWithDocs = new Set(attachments.map((a) => a.journal_entry_id))
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// BFL 5 kap 7 § hänvisning: entries referenced by a supplier invoice whose
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// document is retained and anchored to a journal entry count as covered
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// (mirrors the verifikat_without_documents RPC): typically the payment
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// verifikat, whose invoice document hangs on the registration verifikat.
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const siRefs = await fetchAllRows<{
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registration_journal_entry_id: string | null
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payment_journal_entry_id: string | null
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document: { journal_entry_id: string | null } | null
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}>(({ from, to }) =>
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supabase
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.from('supplier_invoices')
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.select(
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'registration_journal_entry_id, payment_journal_entry_id, document:document_attachments(journal_entry_id)'
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)
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.not('document_id', 'is', null)
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.order('id')
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.range(from, to) as unknown as PromiseLike<{
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data: {
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registration_journal_entry_id: string | null
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payment_journal_entry_id: string | null
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document: { journal_entry_id: string | null } | null
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}[] | null
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error: { message: string } | null
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}>
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)
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for (const si of siRefs) {
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if (!si.document?.journal_entry_id) continue // unanchored: not underlag
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if (si.registration_journal_entry_id) entriesWithDocs.add(si.registration_journal_entry_id)
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if (si.payment_journal_entry_id) entriesWithDocs.add(si.payment_journal_entry_id)
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}
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const sipRefs = await fetchAllRows<{
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journal_entry_id: string | null
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supplier_invoice: {
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document_id: string | null
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document: { journal_entry_id: string | null } | null
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} | null
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}>(({ from, to }) =>
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supabase
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.from('supplier_invoice_payments')
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.select(
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'journal_entry_id, supplier_invoice:supplier_invoices(document_id, document:document_attachments(journal_entry_id))'
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)
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.not('journal_entry_id', 'is', null)
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.order('id')
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.range(from, to) as unknown as PromiseLike<{
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data: {
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journal_entry_id: string | null
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supplier_invoice: {
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document_id: string | null
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document: { journal_entry_id: string | null } | null
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} | null
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}[] | null
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error: { message: string } | null
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}>
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)
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for (const sip of sipRefs) {
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if (sip.journal_entry_id && sip.supplier_invoice?.document?.journal_entry_id) {
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entriesWithDocs.add(sip.journal_entry_id)
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}
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}
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// Entries the user has explicitly flagged as "no underlag required" (bank
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// fees, interest, internal transfers, salary, tax payments). Treated as
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// satisfied so we don't nag the user about them.
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const exempted = await fetchAllRows<{ journal_entry_id: string }>(({ from, to }) =>
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supabase
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.from('journal_entry_no_doc_required')
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.select('journal_entry_id')
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.order('journal_entry_id')
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.range(from, to)
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)
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const exemptedEntries = new Set(exempted.map((e) => e.journal_entry_id))
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// Group missing counts by user
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const userMissingCounts = new Map<string, number>()
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for (const entry of entries) {
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if (!entriesWithDocs.has(entry.id) && !exemptedEntries.has(entry.id)) {
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userMissingCounts.set(
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entry.user_id,
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(userMissingCounts.get(entry.user_id) || 0) + 1
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)
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}
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}
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for (const [userId, count] of userMissingCounts) {
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// Check user setting. Unreadable settings mean no send; a missing row
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// means the defaults (enabled) apply.
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const settingsRead = await readNotificationSettings(supabase, userId)
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if (!settingsRead.readable) {
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skipped++
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continue
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}
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if (settingsRead.settings && settingsRead.settings.missing_underlag_enabled === false) {
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skipped++
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continue
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}
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const payload = createMissingUnderlagPayload(count)
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const result = await sendNotificationToUser(
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supabase,
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userId,
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payload,
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'missing_underlag',
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'weekly-check'
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)
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if (result.sent) {
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sent++
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} else {
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skipped++
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}
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}
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return { sent, skipped }
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}
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