Files
accounted/app/api/transactions/[id]/match-invoice/__tests__/route.test.ts
T
17d48ebb84 fix(invoices): guard cash-method partial payments across every payment path (#1413)
* fix(invoices): guard cash-method partial payments across every payment path

A never-booked kontantmetoden invoice can only be settled by the generated
cash entry (createInvoiceCashEntry / createSupplierInvoiceCashEntry), and
that entry always books the FULL invoice: it takes no payment amount. Three
payment surfaces still let partial payments through to it, corrupting books:

- settleInvoicePayment dropped the fully-paid term entirely, so a partial
  payment (Stripe sync, mark-paid) booked the entire invoice: over-recognized
  revenue, over-declared output VAT, and a bank debit that did not match the
  money received.
- The dashboard and agent match-transaction paths fell back to an
  accrual-style clearing entry against an EMPTY 1510: negative receivable,
  no revenue, no moms (ML 13 kap 8 § puts each installment's moms in its own
  receipt period). The comment claimed the credit "gets resolved on final
  payment", but the cash builder never touches 1510 and books the full
  total, so the final payment double-debited the bank instead.
- The supplier routes had no full-settlement term at all, so a partial
  payment booked the full expense + input VAT.

Fix: one shared predicate (cashPartialBlockReason in booking-mode.ts)
rejects generated cash entries unless the payment settles the invoice in
full from a fully unpaid state, wired into all six POST surfaces, the agent
commit paths, and the three preview routes (so dialogs cannot propose a
verifikat the POST refuses). New bilingual error codes
INVOICE_PAID_CASH_PARTIAL_UNSUPPORTED / SI_CASH_PARTIAL_UNSUPPORTED.
Invoices booked at issue are unaffected: their partial payments keep the
normal 1510/2440 clearing path.

The v1 match-invoice route already had this guard (VALIDATION_ERROR); its
behavior is unchanged. Proper per-installment recognition (proportional
revenue + moms per receipt) is the follow-up feature that would lift this
restriction.

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

* docs(review): drop stale ML 13 kap 8 § cites for kontantmetoden VAT timing

Compliance-review finding: the section is the old ML 1994:200 numbering; in
ML 2023:200, 13 kap covers input-VAT deduction, not redovisningstidpunkt.
The substantive rule (bokslutsmetoden reports moms at payment, per
installment, except at year-end) is unchanged and stated without a section
cite until the current-law section is verified. Comments and cookbook prose
only; no behavior change. Also fixes the two pre-existing occurrences.

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

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-05 18:05:11 +02:00

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import { describe, it, expect, vi, beforeEach } from 'vitest'
import {
createMockRequest,
parseJsonResponse,
createMockRouteParams,
createQueuedMockSupabase,
makeTransaction,
makeInvoice,
makeCustomer,
} from '@/tests/helpers'
const { supabase: mockSupabase, enqueue, reset, findCalls } = createQueuedMockSupabase()
vi.mock('@/lib/supabase/server', () => ({
createClient: () => Promise.resolve(mockSupabase),
}))
const mockCreateInvoiceCashEntry = vi.fn()
vi.mock('@/lib/bookkeeping/invoice-entries', () => ({
createInvoiceCashEntry: (...args: unknown[]) => mockCreateInvoiceCashEntry(...args),
getRevenueAccount: vi.fn().mockReturnValue('3001'),
getOutputVatAccount: vi.fn().mockReturnValue('2611'),
}))
const mockReverseEntry = vi.fn()
const mockFindFiscalPeriod = vi.fn()
const mockCreateJournalEntry = vi.fn()
vi.mock('@/lib/bookkeeping/engine', () => ({
reverseEntry: (...args: unknown[]) => mockReverseEntry(...args),
findFiscalPeriod: (...args: unknown[]) => mockFindFiscalPeriod(...args),
createJournalEntry: (...args: unknown[]) => mockCreateJournalEntry(...args),
}))
const mockFetchExchangeRate = vi.fn()
vi.mock('@/lib/currency/riksbanken', () => ({
fetchExchangeRate: (...args: unknown[]) => mockFetchExchangeRate(...args),
}))
vi.mock('@/lib/invoices/match-log', () => ({
logMatchEvent: vi.fn(),
}))
const mockDetectDuplicate = vi.fn()
vi.mock('@/lib/invoices/duplicate-payment-detection', () => ({
detectDuplicatePaymentVoucher: (...args: unknown[]) => mockDetectDuplicate(...args),
}))
// Mocked so it consumes no slot in the queued Supabase mock: the helper's own
// query shape is pinned by lib/invoices/__tests__/clear-settled-invoice-suggestions.test.ts.
const mockClearSuggestions = vi.fn()
vi.mock('@/lib/invoices/clear-settled-invoice-suggestions', () => ({
clearSettledInvoiceSuggestions: (...args: unknown[]) => mockClearSuggestions(...args),
}))
vi.mock('@/lib/events/bus', () => ({
eventBus: { emit: vi.fn() },
}))
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 }),
}))
import { POST } from '../route'
import { eventBus } from '@/lib/events/bus'
// Mocked above: imported here as a spy handle to assert FX rate provenance
// lands in the audit trail (PR #615 review).
import { logMatchEvent } from '@/lib/invoices/match-log'
const VALID_UUID = '550e8400-e29b-41d4-a716-446655440000'
const VALID_UUID_2 = '550e8400-e29b-41d4-a716-446655440001'
const CANDIDATE_UUID = '550e8400-e29b-41d4-a716-446655440003'
const STALE_UUID = '550e8400-e29b-41d4-a716-446655440004'
const OTHER_CANDIDATE_UUID = '550e8400-e29b-41d4-a716-446655440005'
describe('POST /api/transactions/[id]/match-invoice', () => {
const mockUser = { id: 'user-1', email: 'test@test.se' }
beforeEach(() => {
vi.clearAllMocks()
reset()
mockSupabase.auth.getUser.mockResolvedValue({ data: { user: mockUser } })
// Default to no soft-duplicate detected: happy-path tests don't care.
mockDetectDuplicate.mockResolvedValue(null)
// Clearing path delegates to findFiscalPeriod + createJournalEntry (FX fix
// PR #614 round 6: see lib/bookkeeping/invoice-payment-lines.ts). Give
// both safe defaults; tests that exercise the clearing path override
// mockCreateJournalEntry to assert the result id.
mockFindFiscalPeriod.mockResolvedValue('fp-1')
mockCreateJournalEntry.mockResolvedValue({ id: 'je-1' })
})
it('returns 401 when not authenticated', async () => {
mockSupabase.auth.getUser.mockResolvedValue({ data: { user: null } })
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse(response)
expect(status).toBe(401)
expect(body).toEqual({ error: 'Unauthorized' })
})
it('returns 400 when invoice_id is missing', async () => {
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: {},
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ error: string }>(response)
expect(status).toBe(400)
// Inverted from `toBe('Validation failed')`: the constant was the bug.
expect(body.error).toMatch(/^Valideringsfel: /)
expect(body.error).toContain('invoice_id')
})
it('returns 404 when transaction not found', async () => {
enqueue({ data: null, error: { message: 'Not found' } })
const request = createMockRequest('/api/transactions/tx-999/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-999' }))
const { status, body } = await parseJsonResponse<{ error: string }>(response)
expect(status).toBe(404)
expect((body.error as unknown as { code: string }).code).toBe('TX_CATEGORIZE_TX_NOT_FOUND')
})
it('returns 400 when transaction is an expense (amount <= 0)', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: -500 })
enqueue({ data: tx, error: null })
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ error: string }>(response)
expect(status).toBe(400)
expect((body.error as unknown as { code: string }).code).toBe('MATCH_INVOICE_NOT_INCOME')
})
it('returns 400 when transaction is already linked to an invoice', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: 12500, invoice_id: 'inv-other' })
enqueue({ data: tx, error: null })
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ error: string }>(response)
expect(status).toBe(400)
expect((body.error as unknown as { code: string }).code).toBe('MATCH_INVOICE_TX_ALREADY_LINKED')
})
it('returns 404 when invoice not found', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: 12500, invoice_id: null })
enqueue({ data: tx, error: null })
enqueue({ data: null, error: { message: 'Not found' } })
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID_2 },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ error: string }>(response)
expect(status).toBe(404)
expect((body.error as unknown as { code: string }).code).toBe('MATCH_INVOICE_NOT_FOUND')
})
it('returns 400 when matching against a proforma (defense-in-depth)', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: 12500, invoice_id: null })
const proforma = makeInvoice({
id: VALID_UUID,
status: 'sent',
document_type: 'proforma',
} as Parameters<typeof makeInvoice>[0])
enqueue({ data: tx, error: null })
enqueue({ data: proforma, error: null })
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ error: string }>(response)
expect(status).toBe(400)
expect((body.error as unknown as { code: string }).code).toBe('MATCH_INVOICE_NOT_INVOICE_TYPE')
})
it('rejects matching an original invoice with an active credit-note draft', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: 12500, invoice_id: null })
const invoice = {
...makeInvoice({ id: VALID_UUID, status: 'sent', credited_invoice_id: null }),
credit_notes: [{ id: 'credit-1', status: 'draft', creation_complete: true }],
}
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(response.status).toBe(400)
expect(body.error.code).toBe('MATCH_INVOICE_CREDIT_NOTE')
expect(mockCreateJournalEntry).not.toHaveBeenCalled()
})
it('returns 400 before booking when matching against a credit note', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: 12500, invoice_id: null })
const creditNote = makeInvoice({
id: VALID_UUID,
status: 'sent',
total: -12500,
credited_invoice_id: 'original-invoice-1',
})
enqueue({ data: tx, error: null })
enqueue({ data: creditNote, error: null })
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(400)
expect(body.error.code).toBe('MATCH_INVOICE_CREDIT_NOTE')
expect(mockCreateJournalEntry).not.toHaveBeenCalled()
expect(mockCreateInvoiceCashEntry).not.toHaveBeenCalled()
})
it('returns 400 when invoice is not in unpaid state', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: 12500, invoice_id: null })
const invoice = makeInvoice({ id: VALID_UUID, status: 'paid' })
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ error: string }>(response)
expect(status).toBe(400)
expect((body.error as unknown as { code: string }).code).toBe('MATCH_INVOICE_NOT_OPEN')
})
it('cross-currency settlement: converts SEK tx via Riksbanken rate, posts FX-diff verifikat', async () => {
// 1000 SEK bank tx paying a 140 USD invoice. Spot rate today: 10.45.
// Conversion: 1000 / 10.45 = 95.6938 USD. Invoice was booked at 9.30,
// so 1510 credit = 95.6938 × 9.30 = 889.95. FX gain = 1000 − 889.95 =
// 110.05 → 3960 Cr. Invoice flips to partially_paid with remaining
// 140 − 95.6938 = 44.3062 USD.
const tx = makeTransaction({
id: 'tx-1',
amount: 1000,
invoice_id: null,
currency: 'SEK',
date: '2026-05-30',
})
const invoice = makeInvoice({
id: VALID_UUID,
status: 'sent',
currency: 'USD',
exchange_rate: 9.3,
total: 140,
remaining_amount: 140,
paid_amount: 0,
})
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
enqueue({ data: [], error: null }) // hard-duplicate check
enqueue({ data: { accounting_method: 'accrual', entity_type: 'enskild_firma' }, error: null })
mockFetchExchangeRate.mockResolvedValue({
currency: 'USD',
rate: 10.45,
date: '2026-05-30',
})
mockCreateJournalEntry.mockResolvedValue({ id: 'je-fx' })
enqueue({ data: [{ id: VALID_UUID }], error: null }) // update invoice
enqueue({ data: null, error: null }) // insert invoice_payments
enqueue({ data: null, error: null }) // update transaction
enqueue({ data: null, error: null }) // logMatchEvent
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{
success: boolean
invoice_status: string
paid_amount: number
remaining_amount: number
journal_entry_id: string
}>(response)
expect(status).toBe(200)
expect(body.success).toBe(true)
expect(body.invoice_status).toBe('partially_paid')
// 2dp precision matches the invoice currency's natural precision (USD
// is to cent). The internal paidInInvoiceCurrency is computed at 4dp
// for FX-rate accuracy then rounded to 2dp when accumulated into the
// invoice column.
expect(body.paid_amount).toBeCloseTo(95.69, 1)
expect(body.remaining_amount).toBeCloseTo(44.31, 1)
// Verifikat: Dr 1930 1000, Cr 1510 889.95 (95.6938 × 9.30 ≈ 889.95),
// Cr 3960 110.05 (gain). Balances to öre.
expect(mockCreateJournalEntry).toHaveBeenCalledWith(
expect.anything(),
'company-1',
'user-1',
expect.objectContaining({
source_type: 'invoice_paid',
lines: expect.arrayContaining([
expect.objectContaining({ account_number: '1930', debit_amount: 1000 }),
expect.objectContaining({ account_number: '1510' }),
expect.objectContaining({ account_number: '3960' }),
]),
}),
)
// The auto path records the rate provenance as 'riksbanken' (vs 'manual').
expect(logMatchEvent).toHaveBeenCalledWith(
expect.anything(),
'user-1',
'tx-1',
'matched',
expect.objectContaining({
newState: expect.objectContaining({ rate_source: 'riksbanken', exchange_rate: 10.45 }),
}),
)
})
it('cross-currency settlement: returns 400 FX_RATE_UNAVAILABLE when Riksbanken fails and no manual rate', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: 1000, invoice_id: null, currency: 'SEK', date: '2026-05-30' })
const invoice = makeInvoice({
id: VALID_UUID,
status: 'sent',
currency: 'USD',
exchange_rate: 9.3,
total: 140,
remaining_amount: 140,
})
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
mockFetchExchangeRate.mockResolvedValue(null) // Riksbanken outage
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(400)
expect(body.error.code).toBe('MATCH_INVOICE_FX_RATE_UNAVAILABLE')
})
it('cross-currency settlement: manual_exchange_rate succeeds when Riksbanken fails', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: 1000, invoice_id: null, currency: 'SEK', date: '2026-05-30' })
const invoice = makeInvoice({
id: VALID_UUID,
status: 'sent',
currency: 'USD',
exchange_rate: 9.3,
total: 140,
remaining_amount: 140,
paid_amount: 0,
})
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
enqueue({ data: [], error: null }) // hard-duplicate
enqueue({ data: { accounting_method: 'accrual', entity_type: 'enskild_firma' }, error: null })
mockFetchExchangeRate.mockResolvedValue(null) // Riksbanken down: manual rate used instead
mockCreateJournalEntry.mockResolvedValue({ id: 'je-fx-manual' })
enqueue({ data: [{ id: VALID_UUID }], error: null })
enqueue({ data: null, error: null })
enqueue({ data: null, error: null })
enqueue({ data: null, error: null })
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID, manual_exchange_rate: 10.5 },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status } = await parseJsonResponse<{ success: boolean }>(response)
expect(status).toBe(200)
// Manual rate skips the Riksbanken lookup: confirm by inspecting that
// mockCreateJournalEntry got the FX-computed line set (1000 / 10.5 =
// 95.2381 USD; arSek = 95.2381 × 9.30 = 885.71). Skipping Riksbanken is
// intentional: when the user types a rate from their bank statement we
// honour it rather than overriding with a possibly-stale Riksbanken value.
expect(mockFetchExchangeRate).not.toHaveBeenCalled()
expect(mockCreateJournalEntry).toHaveBeenCalled()
// Provenance: the manual override is recorded in the audit trail's
// new_state so it's distinguishable from an automatic Riksbanken lookup.
expect(logMatchEvent).toHaveBeenCalledWith(
expect.anything(),
'user-1',
'tx-1',
'matched',
expect.objectContaining({
newState: expect.objectContaining({ rate_source: 'manual', exchange_rate: 10.5 }),
}),
)
})
it('matches transaction to invoice with accrual method (full payment)', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: 12500, invoice_id: null, date: '2024-06-15' })
const customer = makeCustomer()
const invoice = makeInvoice({
id: VALID_UUID,
status: 'sent',
total: 12500,
remaining_amount: 12500,
subtotal: 10000,
vat_amount: 2500,
invoice_number: 'F-2024001',
customer,
})
// Fetch transaction
enqueue({ data: tx, error: null })
// Fetch invoice
enqueue({ data: invoice, error: null })
// Hard-duplicate check: no prior payment voucher for this invoice
enqueue({ data: [], error: null })
// Fetch company settings
enqueue({ data: { accounting_method: 'accrual', entity_type: 'enskild_firma' }, error: null })
mockCreateJournalEntry.mockResolvedValue({ id: 'je-1' })
// Update invoice (optimistic lock returns updated row)
enqueue({ data: [{ id: VALID_UUID }], error: null })
// Insert invoice_payments
enqueue({ data: null, error: null })
// Update transaction
enqueue({ data: null, error: null })
// logMatchEvent insert (fire-and-forget)
enqueue({ data: null, error: null })
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{
success: boolean
invoice_status: string
paid_amount: number
remaining_amount: number
journal_entry_id: string
paid_at: string | null
}>(response)
expect(status).toBe(200)
expect(body.success).toBe(true)
expect(body.invoice_status).toBe('paid')
expect(body.paid_amount).toBe(12500)
expect(body.remaining_amount).toBe(0)
expect(body.journal_entry_id).toBe('je-1')
expect(body.paid_at).toBe('2024-06-15T12:00:00Z')
const invoiceUpdate = findCalls('invoices', 'update').at(-1)?.[0]
expect(invoiceUpdate).toMatchObject({ paid_at: '2024-06-15T12:00:00Z' })
expect(vi.mocked(eventBus.emit)).toHaveBeenCalledWith(
expect.objectContaining({
type: 'invoice.match_confirmed',
payload: expect.objectContaining({
invoice: expect.objectContaining({
status: 'paid',
paid_at: '2024-06-15T12:00:00Z',
paid_amount: 12500,
remaining_amount: 0,
}),
transaction: expect.objectContaining({
invoice_id: VALID_UUID,
journal_entry_id: 'je-1',
}),
}),
}),
)
// Clearing path now builds lines via buildInvoicePaymentClearingLines and
// posts via createJournalEntry directly (FX fix PR #614 round 6). For a
// same-currency SEK invoice that's two lines: Dr 1930 12 500 / Cr 1510
// 12 500, no FX-diff line.
expect(mockCreateJournalEntry).toHaveBeenCalledWith(
expect.anything(),
'company-1',
'user-1',
expect.objectContaining({
fiscal_period_id: 'fp-1',
entry_date: '2024-06-15',
source_type: 'invoice_paid',
source_id: VALID_UUID,
lines: expect.arrayContaining([
expect.objectContaining({ account_number: '1930', debit_amount: 12500 }),
expect.objectContaining({ account_number: '1510', credit_amount: 12500 }),
]),
}),
)
})
it('stornos conflicting journal entry before matching', async () => {
const tx = makeTransaction({
id: 'tx-1',
amount: 12500,
invoice_id: null,
journal_entry_id: 'je-conflict',
date: '2024-06-15',
})
const invoice = makeInvoice({
id: VALID_UUID,
status: 'sent',
total: 12500,
remaining_amount: 12500,
})
// Fetch transaction
enqueue({ data: tx, error: null })
// Fetch invoice
enqueue({ data: invoice, error: null })
// Hard-duplicate check: no prior payment voucher for this invoice
enqueue({ data: [], error: null })
mockReverseEntry.mockResolvedValue({ id: 'je-storno' })
// Clear journal_entry_id on transaction
enqueue({ data: null, error: null })
// logMatchEvent for storno
enqueue({ data: null, error: null })
// Fetch company settings
enqueue({ data: { accounting_method: 'accrual', entity_type: 'enskild_firma' }, error: null })
mockCreateJournalEntry.mockResolvedValue({ id: 'je-payment' })
// Update invoice (optimistic lock)
enqueue({ data: [{ id: VALID_UUID }], error: null })
// Insert invoice_payments
enqueue({ data: null, error: null })
// Update transaction
enqueue({ data: null, error: null })
// logMatchEvent for match
enqueue({ data: null, error: null })
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ success: boolean; journal_entry_id: string }>(response)
expect(status).toBe(200)
expect(body.success).toBe(true)
expect(body.journal_entry_id).toBe('je-payment')
expect(mockReverseEntry).toHaveBeenCalledWith(expect.anything(), 'company-1', 'user-1', 'je-conflict')
})
it('returns 500 when storno fails: no partial state change', async () => {
const tx = makeTransaction({
id: 'tx-1',
amount: 12500,
invoice_id: null,
journal_entry_id: 'je-conflict',
})
const invoice = makeInvoice({ id: VALID_UUID, status: 'sent', remaining_amount: 12500 })
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
// Hard-duplicate check: no prior payment voucher
enqueue({ data: [], error: null })
mockReverseEntry.mockRejectedValue(new Error('Period locked'))
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ error: string }>(response)
expect(status).toBe(500)
// Storno failures bubble up through the bookkeeping engine; the wrapper
// routes any non-typed error to INTERNAL_ERROR.
expect((body.error as unknown as { code: string }).code).toBe('INTERNAL_ERROR')
// Invoice should NOT have been updated: no further DB calls after storno failure
expect(mockCreateJournalEntry).not.toHaveBeenCalled()
})
it('supports partial payment (partially_paid status)', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: 5000, invoice_id: null, date: '2024-06-15' })
const invoice = makeInvoice({
id: VALID_UUID,
status: 'sent',
total: 12500,
remaining_amount: 12500,
paid_amount: 0,
})
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
enqueue({ data: [], error: null }) // hard-duplicate check
enqueue({ data: { accounting_method: 'accrual', entity_type: 'enskild_firma' }, error: null })
mockCreateJournalEntry.mockResolvedValue({ id: 'je-partial' })
// Update invoice (optimistic lock)
enqueue({ data: [{ id: VALID_UUID }], error: null })
// Insert invoice_payments
enqueue({ data: null, error: null })
// Update transaction
enqueue({ data: null, error: null })
// logMatchEvent
enqueue({ data: null, error: null })
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{
success: boolean
invoice_status: string
paid_amount: number
remaining_amount: number
}>(response)
expect(status).toBe(200)
expect(body.invoice_status).toBe('partially_paid')
expect(body.paid_amount).toBe(5000)
expect(body.remaining_amount).toBe(7500)
// Issue #1259: a partially paid invoice is still matchable, so the sibling
// suggestions must survive.
expect(mockClearSuggestions).not.toHaveBeenCalled()
})
// Issue #1259: full settlement retires the pointer at this invoice from every
// OTHER transaction still carrying it as an import-time suggestion.
it('retires the settled invoice suggestion on the other transactions', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: 12500, invoice_id: null, date: '2024-06-15' })
const invoice = makeInvoice({
id: VALID_UUID,
status: 'sent',
total: 12500,
remaining_amount: 12500,
paid_amount: 0,
})
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
enqueue({ data: [], error: null }) // hard-duplicate check
enqueue({ data: { accounting_method: 'accrual', entity_type: 'enskild_firma' }, error: null })
mockCreateJournalEntry.mockResolvedValue({ id: 'je-1' })
enqueue({ data: [{ id: VALID_UUID }], error: null }) // update invoice
enqueue({ data: null, error: null }) // insert invoice_payments
enqueue({ data: null, error: null }) // update transaction
enqueue({ data: null, error: null }) // logMatchEvent
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status } = await parseJsonResponse(response)
expect(status).toBe(200)
expect(mockClearSuggestions).toHaveBeenCalledTimes(1)
expect(mockClearSuggestions).toHaveBeenCalledWith(
mockSupabase,
'company-1',
'invoice',
VALID_UUID,
{ exceptTransactionId: 'tx-1' },
)
})
it('rejects a cash-method partial match on a never-booked invoice (no negative 1510, no silent moms)', async () => {
// Regression: the old fallback booked an accrual-style clearing entry
// against an EMPTY 1510 (negative receivable, no revenue, no moms), and
// the final payment then booked the FULL total via createInvoiceCashEntry,
// double-debiting the bank account.
const tx = makeTransaction({ id: 'tx-1', amount: 5000, invoice_id: null, date: '2024-06-15' })
const invoice = {
...makeInvoice({
id: VALID_UUID,
status: 'sent',
total: 12500,
remaining_amount: 12500,
paid_amount: 0,
}),
journal_entry_id: null,
}
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
enqueue({ data: [], error: null }) // hard-duplicate check
enqueue({ data: { accounting_method: 'cash', entity_type: 'enskild_firma' }, error: null })
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(400)
expect(body.error.code).toBe('INVOICE_PAID_CASH_PARTIAL_UNSUPPORTED')
expect(mockCreateJournalEntry).not.toHaveBeenCalled()
expect(mockCreateInvoiceCashEntry).not.toHaveBeenCalled()
})
it('rejects completing a previously part-paid never-booked cash invoice (cash entry books the full total)', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: 7500, invoice_id: null, date: '2024-06-15' })
const invoice = {
...makeInvoice({
id: VALID_UUID,
status: 'partially_paid',
total: 12500,
remaining_amount: 7500,
paid_amount: 5000,
}),
journal_entry_id: null,
}
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
// No hard-duplicate check here: it only runs for 'sent'/'overdue', so the
// next query is the settings fetch.
enqueue({ data: { accounting_method: 'cash', entity_type: 'enskild_firma' }, error: null })
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(400)
expect(body.error.code).toBe('INVOICE_PAID_CASH_PARTIAL_UNSUPPORTED')
expect(mockCreateInvoiceCashEntry).not.toHaveBeenCalled()
})
it('cash method ignores cash entry when invoice was already booked (accrual→cash migration)', async () => {
// Regression: customer sent invoices under accrual (1510 was debited on
// send), then switched to kontantmetoden before the bank receipt arrived.
// Old logic posted createInvoiceCashEntry: orphaning 1510 and double-
// counting revenue + VAT. Fix: route on invoice.journal_entry_id, not on
// the current accounting_method setting.
const tx = makeTransaction({ id: 'tx-1', amount: 12500, invoice_id: null, date: '2024-06-15' })
const invoice = {
...makeInvoice({
id: VALID_UUID,
status: 'sent',
total: 12500,
remaining_amount: 12500,
paid_amount: 0,
}),
// journal_entry_id lives on the DB column but not the TS Invoice type;
// attach via spread so the test row mirrors a real accrual-booked
// invoice the matcher will read.
journal_entry_id: 'je-send-on-accrual',
}
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
enqueue({ data: [], error: null }) // hard-duplicate check
enqueue({ data: { accounting_method: 'cash', entity_type: 'enskild_firma' }, error: null })
mockCreateJournalEntry.mockResolvedValue({ id: 'je-clearing' })
// Route order: PDF re-attach (runs first when invoice.journal_entry_id is
// set; null result skips the attach insert) → optimistic invoice update →
// invoice_payments → update transaction → logMatchEvent.
enqueue({ data: null, error: null }) // document_attachments lookup
enqueue({ data: [{ id: VALID_UUID }], error: null }) // update invoice
enqueue({ data: null, error: null }) // insert invoice_payments
enqueue({ data: null, error: null }) // update transaction
enqueue({ data: null, error: null }) // logMatchEvent
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ invoice_status: string }>(response)
expect(status).toBe(200)
expect(body.invoice_status).toBe('paid')
// Must clear 1510 via the clearing-entry path, not re-recognise revenue +
// VAT via createInvoiceCashEntry.
expect(mockCreateJournalEntry).toHaveBeenCalled()
expect(mockCreateInvoiceCashEntry).not.toHaveBeenCalled()
})
// Settlement-account resolution (customer-invoice counterpart of the
// supplier-side fix in match-supplier-invoice/route.ts): the bank leg must
// be resolved from THIS transaction's own cash_account_id, never hardcoded
// to 1930, so a receipt into a secondary/foreign-currency account books to
// that account.
describe('settlement account resolution', () => {
it('clearing entry: credits the transaction\'s own linked cash account, not 1930', async () => {
const tx = makeTransaction({
id: 'tx-1',
amount: 12500,
invoice_id: null,
date: '2024-06-15',
cash_account_id: 'ca-1940',
})
const invoice = makeInvoice({
id: VALID_UUID,
status: 'sent',
total: 12500,
remaining_amount: 12500,
subtotal: 10000,
vat_amount: 2500,
invoice_number: 'F-2024001',
})
enqueue({ data: tx, error: null }) // transactions
enqueue({ data: invoice, error: null }) // invoices
enqueue({ data: [], error: null }) // hard-duplicate check
enqueue({ data: { accounting_method: 'accrual', entity_type: 'enskild_firma' }, error: null }) // company_settings
enqueue({ data: { ledger_account: '1940' }, error: null }) // cash_accounts lookup
mockCreateJournalEntry.mockResolvedValue({ id: 'je-1940' })
enqueue({ data: [{ id: VALID_UUID }], error: null }) // update invoice
enqueue({ data: null, error: null }) // insert invoice_payments
enqueue({ data: null, error: null }) // update transaction
enqueue({ data: null, error: null }) // logMatchEvent
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ journal_entry_id: string }>(response)
expect(status).toBe(200)
expect(body.journal_entry_id).toBe('je-1940')
expect(mockCreateJournalEntry).toHaveBeenCalledWith(
expect.anything(),
'company-1',
'user-1',
expect.objectContaining({
lines: expect.arrayContaining([
expect.objectContaining({ account_number: '1940', debit_amount: 12500 }),
expect.objectContaining({ account_number: '1510', credit_amount: 12500 }),
]),
}),
)
// The primary bank account must NOT appear on this verifikat.
const call = mockCreateJournalEntry.mock.calls[0][3] as { lines: Array<{ account_number: string }> }
expect(call.lines.some((l) => l.account_number === '1930')).toBe(false)
})
it('cash entry: passes the transaction\'s own linked cash account through to createInvoiceCashEntry', async () => {
const tx = makeTransaction({
id: 'tx-1',
amount: 12500,
invoice_id: null,
date: '2024-06-15',
cash_account_id: 'ca-1940',
})
const invoice = makeInvoice({
id: VALID_UUID,
status: 'sent',
total: 12500,
remaining_amount: 12500,
paid_amount: 0,
})
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
enqueue({ data: [], error: null }) // hard-duplicate check
enqueue({ data: { accounting_method: 'cash', entity_type: 'enskild_firma' }, error: null })
enqueue({ data: { ledger_account: '1940' }, error: null }) // cash_accounts lookup
mockCreateInvoiceCashEntry.mockResolvedValue({ id: 'je-cash-1940' })
enqueue({ data: [{ id: VALID_UUID }], error: null }) // update invoice
enqueue({ data: null, error: null }) // insert invoice_payments
enqueue({ data: null, error: null }) // update transaction
enqueue({ data: null, error: null }) // logMatchEvent
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ journal_entry_id: string }>(response)
expect(status).toBe(200)
expect(body.journal_entry_id).toBe('je-cash-1940')
expect(mockCreateInvoiceCashEntry).toHaveBeenCalledWith(
expect.anything(),
'company-1',
'user-1',
expect.anything(),
'2024-06-15',
'enskild_firma',
undefined,
'1940',
)
})
it('falls back to 1930 when the transaction has no linked cash account', async () => {
const tx = makeTransaction({
id: 'tx-1',
amount: 12500,
invoice_id: null,
date: '2024-06-15',
cash_account_id: null,
})
const invoice = makeInvoice({
id: VALID_UUID,
status: 'sent',
total: 12500,
remaining_amount: 12500,
})
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
enqueue({ data: [], error: null }) // hard-duplicate check
enqueue({ data: { accounting_method: 'accrual', entity_type: 'enskild_firma' }, error: null })
// No cash_accounts enqueue: resolveSettlementAccount short-circuits to
// '1930' when cash_account_id is null, with no DB call.
mockCreateJournalEntry.mockResolvedValue({ id: 'je-default' })
enqueue({ data: [{ id: VALID_UUID }], error: null })
enqueue({ data: null, error: null })
enqueue({ data: null, error: null })
enqueue({ data: null, error: null })
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status } = await parseJsonResponse(response)
expect(status).toBe(200)
expect(mockCreateJournalEntry).toHaveBeenCalledWith(
expect.anything(),
'company-1',
'user-1',
expect.objectContaining({
lines: expect.arrayContaining([
expect.objectContaining({ account_number: '1930', debit_amount: 12500 }),
]),
}),
)
})
it('aborts with 500 BOOKKEEPING_DATABASE_ERROR (mutates nothing) when the cash_accounts lookup errors', async () => {
// Regression: an explicit cash_account_id almost certainly resolves to
// a non-1930 account, so a transient lookup failure must not silently
// degrade to 1930 -- the same misbooking risk this fix exists to close,
// just triggered by infra flakiness instead of a stale setting.
const tx = makeTransaction({
id: 'tx-1',
amount: 12500,
invoice_id: null,
date: '2024-06-15',
cash_account_id: 'ca-broken',
})
const invoice = makeInvoice({
id: VALID_UUID,
status: 'sent',
total: 12500,
remaining_amount: 12500,
})
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
enqueue({ data: [], error: null }) // hard-duplicate check
enqueue({ data: { accounting_method: 'accrual', entity_type: 'enskild_firma' }, error: null })
enqueue({ data: null, error: { message: 'connection reset' } }) // cash_accounts lookup errors
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(500)
expect(body.error.code).toBe('BOOKKEEPING_DATABASE_ERROR')
expect(mockCreateJournalEntry).not.toHaveBeenCalled()
})
})
it('returns 400 MATCH_AMOUNT_EXCEEDS_REMAINING when tx amount exceeds invoice remaining', async () => {
// Tx is +12 000 SEK, invoice has 5 000 SEK remaining. Legacy code path
// would push paid_amount past invoice.total; the new guard rejects so
// the user routes the excess through the split-payment flow.
const tx = makeTransaction({ id: 'tx-1', amount: 12000, invoice_id: null, date: '2024-06-15' })
const invoice = makeInvoice({
id: VALID_UUID,
status: 'partially_paid',
total: 10000,
remaining_amount: 5000,
paid_amount: 5000,
})
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
// Hard-duplicate check is skipped for partially_paid status: no enqueue needed.
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ error: unknown }>(response)
expect(status).toBe(400)
expect((body.error as unknown as { code: string }).code).toBe(
'MATCH_AMOUNT_EXCEEDS_REMAINING',
)
const details = (body.error as unknown as { details: Record<string, number> }).details
expect(details.transaction_amount).toBe(12000)
expect(details.remaining_amount).toBe(5000)
expect(details.excess).toBe(7000)
})
it('cash setting still allows a partial on an accrual-booked invoice (clearing entry)', async () => {
// Pure kontantmetoden partials are rejected (see the rejection tests
// above), but an invoice booked at send under accrual keeps its normal
// partial clearing path even after the company switches to cash: 1510
// has a real balance to clear.
const tx = makeTransaction({ id: 'tx-1', amount: 5000, invoice_id: null, date: '2024-06-15' })
const invoice = {
...makeInvoice({
id: VALID_UUID,
status: 'sent',
total: 12500,
remaining_amount: 12500,
paid_amount: 0,
}),
journal_entry_id: 'je-send-on-accrual',
}
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
enqueue({ data: [], error: null }) // hard-duplicate check
enqueue({ data: { accounting_method: 'cash', entity_type: 'enskild_firma' }, error: null })
mockCreateJournalEntry.mockResolvedValue({ id: 'je-clearing' })
// PDF re-attach lookup (invoice.journal_entry_id set; null result skips)
enqueue({ data: null, error: null })
// Update invoice
enqueue({ data: [{ id: VALID_UUID }], error: null })
// Insert invoice_payments
enqueue({ data: null, error: null })
// Update transaction
enqueue({ data: null, error: null })
// logMatchEvent
enqueue({ data: null, error: null })
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ invoice_status: string }>(response)
expect(status).toBe(200)
expect(body.invoice_status).toBe('partially_paid')
// Accrual-booked partial uses the clearing entry (via the shared helper +
// createJournalEntry), NOT createInvoiceCashEntry.
expect(mockCreateJournalEntry).toHaveBeenCalled()
expect(mockCreateInvoiceCashEntry).not.toHaveBeenCalled()
})
it('returns 409 when invoice is fully paid (optimistic lock)', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: 12500, invoice_id: null })
const invoice = makeInvoice({
id: VALID_UUID,
status: 'sent',
total: 12500,
remaining_amount: 12500,
})
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
enqueue({ data: [], error: null }) // hard-duplicate check
enqueue({ data: { accounting_method: 'accrual', entity_type: 'enskild_firma' }, error: null })
mockCreateJournalEntry.mockResolvedValue({ id: 'je-1' })
// Optimistic lock returns 0 rows (another request fully paid it)
enqueue({ data: [], error: null })
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ error: string }>(response)
expect(status).toBe(409)
expect((body.error as unknown as { code: string }).code).toBe('MATCH_INVOICE_ALREADY_PAID')
})
it('returns 409 on duplicate invoice_payment (unique constraint)', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: 12500, invoice_id: null })
const invoice = makeInvoice({
id: VALID_UUID,
status: 'sent',
total: 12500,
remaining_amount: 12500,
})
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
enqueue({ data: [], error: null }) // hard-duplicate check
enqueue({ data: { accounting_method: 'accrual', entity_type: 'enskild_firma' }, error: null })
mockCreateJournalEntry.mockResolvedValue({ id: 'je-1' })
// Optimistic lock succeeds
enqueue({ data: [{ id: VALID_UUID }], error: null })
// invoice_payments insert fails with unique constraint violation
enqueue({ data: null, error: { code: '23505', message: 'duplicate' } })
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ error: string }>(response)
expect(status).toBe(409)
expect((body.error as unknown as { code: string }).code).toBe('MATCH_INVOICE_DUPLICATE_PAYMENT')
})
it('aborts the match with 500 when the payment journal entry fails (no invoice update, no link)', async () => {
// Regression for the half-state: a generic booking failure used to mark
// the invoice paid and link the transaction with NO verifikat, which no
// flow could ever repair (mark-paid rejects paid invoices, this route
// rejects linked transactions). Mirrors match-supplier-invoice: the match
// aborts before ANY write.
const tx = makeTransaction({ id: 'tx-1', amount: 12500, invoice_id: null, date: '2024-06-15' })
const invoice = makeInvoice({ id: VALID_UUID, status: 'sent', total: 12500, remaining_amount: 12500 })
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
enqueue({ data: [], error: null }) // hard-duplicate check
enqueue({ data: { accounting_method: 'accrual', entity_type: 'enskild_firma' }, error: null })
// Nothing else enqueued on purpose: the route must return before the
// invoice update, payment insert, or transaction link ever run.
mockCreateJournalEntry.mockRejectedValue(new Error('deadlock detected'))
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{
error: { code: string; details?: { reason?: string } }
}>(response)
expect(status).toBe(500)
expect(body.error.code).toBe('MATCH_INVOICE_RECORD_PAYMENT_FAILED')
// The raw English message never reaches the user (issue #337): the reason
// detail carries the Swedish invoice-context fallback.
expect(body.error.details?.reason).toBe('Kunde inte hantera fakturan. Försök igen.')
// Exactly the four reads happened (tx, invoice, hard-dup, settings):
// no invoice update, no invoice_payments insert, no transaction link.
expect(mockSupabase.from).toHaveBeenCalledTimes(4)
})
it('aborts the match when createJournalEntry resolves without an id (no half-state)', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: 12500, invoice_id: null, date: '2024-06-15' })
const invoice = makeInvoice({ id: VALID_UUID, status: 'sent', total: 12500, remaining_amount: 12500 })
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
enqueue({ data: [], error: null }) // hard-duplicate check
enqueue({ data: { accounting_method: 'accrual', entity_type: 'enskild_firma' }, error: null })
mockCreateJournalEntry.mockResolvedValue(null)
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(500)
expect(body.error.code).toBe('MATCH_INVOICE_RECORD_PAYMENT_FAILED')
expect(mockSupabase.from).toHaveBeenCalledTimes(4)
})
// ────────────────────────────────────────────────────────────────
// Duplicate-payment guards (Phase A4)
// ────────────────────────────────────────────────────────────────
it('returns 409 MATCH_INVOICE_ALREADY_HAS_PAYMENT_VOUCHER when a payment row already links a JE for a sent invoice', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: 12500, invoice_id: null })
const invoice = makeInvoice({
id: VALID_UUID,
status: 'sent',
total: 12500,
remaining_amount: 12500,
})
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
// Hard-duplicate check returns a row pointing at the existing JE
enqueue({ data: [{ journal_entry_id: 'je-existing' }], error: null })
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ error: { code: string; details?: { existing_journal_entry_id?: string } } }>(response)
expect(status).toBe(409)
expect(body.error.code).toBe('MATCH_INVOICE_ALREADY_HAS_PAYMENT_VOUCHER')
expect(body.error.details?.existing_journal_entry_id).toBe('je-existing')
expect(mockCreateJournalEntry).not.toHaveBeenCalled()
})
it('does NOT run hard-duplicate guard for partially_paid invoices (legitimate additional payment)', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: 2500, invoice_id: null, date: '2024-06-15' })
const invoice = makeInvoice({
id: VALID_UUID,
status: 'partially_paid',
total: 12500,
remaining_amount: 2500,
paid_amount: 10000,
})
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
// Hard-duplicate check is skipped for partially_paid; jump straight to settings
enqueue({ data: { accounting_method: 'accrual', entity_type: 'enskild_firma' }, error: null })
mockCreateJournalEntry.mockResolvedValue({ id: 'je-partial-extra' })
enqueue({ data: [{ id: VALID_UUID }], error: null }) // update invoice
enqueue({ data: null, error: null }) // insert invoice_payments
enqueue({ data: null, error: null }) // update tx
enqueue({ data: null, error: null }) // logMatchEvent
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ success: boolean; invoice_status: string }>(response)
expect(status).toBe(200)
expect(body.success).toBe(true)
expect(body.invoice_status).toBe('paid')
})
it('returns 409 MATCH_INVOICE_POSSIBLE_DUPLICATE when the soft-duplicate detector finds a manual voucher', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: 1000, invoice_id: null, date: '2026-05-15' })
const invoice = makeInvoice({ id: VALID_UUID, status: 'sent', total: 1000, remaining_amount: 1000 })
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
enqueue({ data: [], error: null }) // hard-duplicate check: clean
mockDetectDuplicate.mockResolvedValueOnce({
journal_entry_id: 'je-manual',
voucher_label: 'A12',
entry_date: '2026-05-15',
description: 'Inbetalning faktura',
amount: 1000,
bank_account_number: '1930',
reason: 'exact_amount_same_date',
})
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{
error: { code: string; details?: { candidate?: { journal_entry_id: string; voucher_label: string } } }
}>(response)
expect(status).toBe(409)
expect(body.error.code).toBe('MATCH_INVOICE_POSSIBLE_DUPLICATE')
expect(body.error.details?.candidate?.journal_entry_id).toBe('je-manual')
expect(body.error.details?.candidate?.voucher_label).toBe('A12')
expect(mockCreateJournalEntry).not.toHaveBeenCalled()
})
it('force=true bypasses the soft-duplicate guard when the candidate echo matches', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: 1000, invoice_id: null, date: '2026-05-15' })
const invoice = makeInvoice({
id: VALID_UUID,
status: 'sent',
total: 1000,
remaining_amount: 1000,
invoice_number: 'F-2024099',
})
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
enqueue({ data: [], error: null }) // hard-duplicate check: clean
// force=true re-detects the candidate to verify the echoed id matches.
mockDetectDuplicate.mockResolvedValueOnce({
journal_entry_id: CANDIDATE_UUID,
voucher_label: 'A12',
entry_date: '2026-05-15',
description: 'Inbetalning faktura',
amount: 1000,
bank_account_number: '1930',
reason: 'exact_amount_same_date',
})
enqueue({ data: { accounting_method: 'accrual', entity_type: 'enskild_firma' }, error: null })
mockCreateJournalEntry.mockResolvedValue({ id: 'je-forced' })
enqueue({ data: [{ id: VALID_UUID }], error: null }) // update invoice
enqueue({ data: null, error: null }) // insert invoice_payments
enqueue({ data: null, error: null }) // update tx
enqueue({ data: null, error: null }) // logMatchEvent
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID, force: true, expected_journal_entry_id: CANDIDATE_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ success: boolean; journal_entry_id: string }>(response)
expect(status).toBe(200)
expect(body.success).toBe(true)
expect(body.journal_entry_id).toBe('je-forced')
expect(mockDetectDuplicate).toHaveBeenCalledTimes(1)
})
it('returns 400 when force=true is sent without expected_journal_entry_id', async () => {
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID, force: true },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status } = await parseJsonResponse(response)
// Refusal happens at the schema layer (refine) before any DB work.
expect(status).toBe(400)
})
it('returns 409 MATCH_INVOICE_FORCE_CANDIDATE_MISMATCH when the echoed candidate no longer matches', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: 1000, invoice_id: null, date: '2026-05-15' })
const invoice = makeInvoice({ id: VALID_UUID, status: 'sent', total: 1000, remaining_amount: 1000 })
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
enqueue({ data: [], error: null }) // hard-duplicate check: clean
// Re-detection returns a different candidate than the caller echoed.
mockDetectDuplicate.mockResolvedValueOnce({
journal_entry_id: OTHER_CANDIDATE_UUID,
voucher_label: 'A99',
entry_date: '2026-05-15',
description: 'Annan verifikation',
amount: 1000,
bank_account_number: '1930',
reason: 'exact_amount_same_date',
})
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID, force: true, expected_journal_entry_id: STALE_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{
error: { code: string; details?: { expected_journal_entry_id?: string; detected_journal_entry_id?: string } }
}>(response)
expect(status).toBe(409)
expect(body.error.code).toBe('MATCH_INVOICE_FORCE_CANDIDATE_MISMATCH')
expect(body.error.details?.expected_journal_entry_id).toBe(STALE_UUID)
expect(body.error.details?.detected_journal_entry_id).toBe(OTHER_CANDIDATE_UUID)
expect(mockCreateJournalEntry).not.toHaveBeenCalled()
})
it('returns 409 MATCH_INVOICE_FORCE_CANDIDATE_MISMATCH when no current duplicate exists for the force call', async () => {
const tx = makeTransaction({ id: 'tx-1', amount: 1000, invoice_id: null, date: '2026-05-15' })
const invoice = makeInvoice({ id: VALID_UUID, status: 'sent', total: 1000, remaining_amount: 1000 })
enqueue({ data: tx, error: null })
enqueue({ data: invoice, error: null })
enqueue({ data: [], error: null }) // hard-duplicate check: clean
// Detection returns null: the duplicate the caller saw has resolved.
mockDetectDuplicate.mockResolvedValueOnce(null)
const request = createMockRequest('/api/transactions/tx-1/match-invoice', {
method: 'POST',
body: { invoice_id: VALID_UUID, force: true, expected_journal_entry_id: STALE_UUID },
})
const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(409)
expect(body.error.code).toBe('MATCH_INVOICE_FORCE_CANDIDATE_MISMATCH')
expect(mockCreateJournalEntry).not.toHaveBeenCalled()
})
})