Completes the #985/#986/#987 caller sweep: categorize-core, v1 batch-categorize, pending-operation edits and the MCP categorize path now resolve the settlement leg from the transaction's cash account instead of inheriting a hardcoded or stale account. Extends the correct_entry preview with currency, tax and dimension line metadata so staged corrections preserve full line fidelity. Adds a read-only audit query and a runbook for reviewing and correcting historical mis-bookings via staged storno with explicit approval; no automated bulk mutation. Fixes #1001 Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
241 lines
8.5 KiB
TypeScript
241 lines
8.5 KiB
TypeScript
import { NextResponse } from 'next/server'
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import { z } from 'zod'
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import { ensureInitialized } from '@/lib/init'
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import { withRouteContext } from '@/lib/api/with-route-context'
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import { buildMappingResultFromCategory, getCategoryAccountMapping } from '@/lib/bookkeeping/category-mapping'
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import { applySettlementAccount } from '@/lib/bookkeeping/mapping-engine'
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import { resolveSettlementAccount } from '@/lib/bookkeeping/settlement-account'
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import { buildTransactionEntryLines } from '@/lib/bookkeeping/transaction-entries'
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import { getVatRate } from '@/lib/bookkeeping/vat-entries'
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import type { EntityType, Transaction, TransactionCategory, VatTreatment } from '@/types'
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import { getErrorMessage as getUserErrorMessage } from '@/lib/errors/get-error-message'
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// PATCH /api/pending-operations/[id]
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//
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// Edit-before-approve. Today only supports staged categorize_transaction
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// operations: the user can pick a different category (and/or VAT treatment)
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// before clicking Godkänn. We re-derive the booking via the same mapping
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// engine the commit path uses so the preview the user approves equals the
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// preview that gets posted.
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//
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// Other operation types return 400. As specialized editors land (e.g. edit
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// invoice line items before send) they extend this dispatcher.
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ensureInitialized()
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const CATEGORIES = [
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'income_services', 'income_products', 'income_other',
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'expense_equipment', 'expense_software', 'expense_travel', 'expense_office',
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'expense_marketing', 'expense_professional_services', 'expense_education',
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'expense_representation', 'expense_consumables', 'expense_vehicle',
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'expense_telecom', 'expense_bank_fees', 'expense_card_fees',
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'expense_currency_exchange', 'expense_other', 'private', 'uncategorized',
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] as const satisfies readonly TransactionCategory[]
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const VAT_TREATMENTS = [
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'standard_25', 'reduced_12', 'reduced_6',
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'reverse_charge', 'export', 'exempt',
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] as const satisfies readonly VatTreatment[]
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const PatchSchema = z
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.object({
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category: z.enum(CATEGORIES).optional(),
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vat_treatment: z.enum(VAT_TREATMENTS).nullable().optional(),
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// Underlag's actual VAT override (null clears it; omit to preserve)
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vat_amount: z.number().min(0).nullable().optional(),
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})
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.refine(
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(v) => v.category !== undefined || v.vat_treatment !== undefined || v.vat_amount !== undefined,
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{ message: 'Nothing to update' },
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)
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export const PATCH = withRouteContext<{ params: Promise<{ id: string }> }>(
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'pending_operation.update',
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async (request, { supabase, companyId, log }, { params }) => {
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const { id } = await params
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let body: z.infer<typeof PatchSchema>
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try {
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body = PatchSchema.parse(await request.json())
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} catch (err) {
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return NextResponse.json(
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{ error: err instanceof Error ? getUserErrorMessage(err) : 'Invalid body' },
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{ status: 400 },
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)
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}
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const { data: op } = await supabase
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.from('pending_operations')
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.select('id, company_id, operation_type, status, params, preview_data, title')
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.eq('id', id)
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.eq('company_id', companyId)
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.maybeSingle()
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if (!op) return NextResponse.json({ error: 'Pending operation not found' }, { status: 404 })
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if (op.status !== 'pending') {
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return NextResponse.json(
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{ error: `Operation already ${op.status}: cannot edit.` },
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{ status: 409 },
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)
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}
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if (op.operation_type !== 'categorize_transaction') {
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return NextResponse.json(
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{ error: `Editing ${op.operation_type} is not supported.` },
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{ status: 400 },
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)
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}
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const oldParams = (op.params as Record<string, unknown>) ?? {}
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const newCategory =
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body.category ?? (oldParams.category as TransactionCategory | undefined)
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const newVatTreatment =
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body.vat_treatment !== undefined
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? (body.vat_treatment ?? undefined)
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: (oldParams.vat_treatment as VatTreatment | undefined)
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if (!newCategory) {
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return NextResponse.json({ error: 'category is required' }, { status: 400 })
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}
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const txId = oldParams.transaction_id as string | undefined
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if (!txId) {
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return NextResponse.json(
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{ error: 'Operation has no transaction_id; cannot re-derive.' },
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{ status: 500 },
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)
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}
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// Re-derive the preview using the same mapping engine the commit path uses.
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const { data: tx } = await supabase
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.from('transactions')
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.select('*')
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.eq('id', txId)
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.eq('company_id', companyId)
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.maybeSingle()
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if (!tx) {
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return NextResponse.json({ error: 'Transaction not found' }, { status: 404 })
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}
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const { data: settings } = await supabase
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.from('company_settings')
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.select('entity_type')
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.eq('company_id', companyId)
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.maybeSingle()
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const entityType = ((settings?.entity_type as EntityType) || 'enskild_firma')
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const isBusiness = newCategory !== 'private'
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// Resolve whether the (possibly defaulted) treatment carries a rate-based
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// VAT line: only then can a vat_amount override survive. An explicit
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// override on a VAT-less treatment is a caller error; a preserved one from
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// before the edit is simply stale and gets dropped.
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const probe = getCategoryAccountMapping(
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newCategory, (tx as Transaction).amount, isBusiness, entityType, newVatTreatment,
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)
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const carriesRateVat =
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isBusiness &&
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probe.vatTreatment !== null &&
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probe.vatTreatment !== 'reverse_charge' &&
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getVatRate(probe.vatTreatment as VatTreatment) > 0
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let newVatAmount: number | null
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if (body.vat_amount !== undefined) {
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if (body.vat_amount !== null && !carriesRateVat) {
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return NextResponse.json(
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{ error: 'vat_amount kräver en momspliktig vat_treatment (standard_25, reduced_12 eller reduced_6).' },
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{ status: 400 },
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)
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}
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newVatAmount = body.vat_amount
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} else {
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const previous = typeof oldParams.vat_amount === 'number' ? oldParams.vat_amount : null
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newVatAmount = carriesRateVat ? previous : null
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}
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let mapping
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try {
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mapping = buildMappingResultFromCategory(
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newCategory,
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tx as Transaction,
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isBusiness,
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entityType,
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newVatTreatment,
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newVatAmount,
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)
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} catch (err) {
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return NextResponse.json(
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{ error: err instanceof Error ? getUserErrorMessage(err) : 'Ogiltig momsjustering' },
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{ status: 400 },
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)
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}
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try {
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const settlementAccount = await resolveSettlementAccount(
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supabase,
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companyId,
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(tx as Transaction).cash_account_id,
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log,
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)
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mapping = applySettlementAccount(mapping, settlementAccount)
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} catch (err) {
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log.error('pending-operation edit: settlement account lookup failed', err as Error, {
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operationId: id,
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transactionId: txId,
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})
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return NextResponse.json(
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{ error: getUserErrorMessage(err) },
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{ status: 500 },
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)
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}
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if (!mapping.debit_account || !mapping.credit_account) {
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return NextResponse.json(
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{ error: `Inget kontomappning för kategorin "${newCategory}" (${entityType}).` },
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{ status: 400 },
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)
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}
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const oldPreview = (op.preview_data as Record<string, unknown>) ?? {}
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const newPreview = {
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...oldPreview,
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debit_account: mapping.debit_account,
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credit_account: mapping.credit_account,
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amount: Math.abs((tx as Transaction).amount),
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currency: (tx as Transaction).currency,
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// Re-derive the exact journal lines (net cost line, VAT, gross bank):
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// spreading oldPreview would otherwise leave stale lines from staging.
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lines: buildTransactionEntryLines(tx as Transaction, mapping).map((l) => ({
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account_number: l.account_number,
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debit_amount: l.debit_amount,
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credit_amount: l.credit_amount,
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description: l.line_description ?? '',
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})),
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vat_lines: (mapping.vat_lines ?? []).map((v) => ({
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account: v.account_number,
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amount: v.debit_amount || v.credit_amount,
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})),
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category: newCategory,
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}
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const newParams = {
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...oldParams,
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category: newCategory,
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vat_treatment: newVatTreatment ?? null,
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vat_amount: newVatAmount,
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}
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const { data: updated, error } = await supabase
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.from('pending_operations')
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.update({ params: newParams, preview_data: newPreview })
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.eq('id', id)
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.eq('company_id', companyId)
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.select('id, params, preview_data, title, status')
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.single()
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if (error) return NextResponse.json({ error: getUserErrorMessage(error) }, { status: 500 })
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return NextResponse.json({ data: updated })
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},
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{ requireWrite: true },
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)
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