Files
accounted/app/api/transactions/[id]/link-journal-entry/__tests__/route.test.ts
T
743e3ae7cc fix(invoices): bank match stores the applied amount, not cash received, in invoice_payments (#2277)
* fix(invoices): bank match stores the applied amount, not cash received, in invoice_payments

The dashboard match-invoice route, its v1 twin and the pending-operation
match_transaction_invoice executor wrote invoice_payments.amount as the
cash received in invoice currency. When a whole-krona bank line settles an
öre-carrying remaining (the customer pays the rounded "Att betala"),
planInvoicePayment advances paid_amount by the remaining only and books
the öre on 3740, so the row exceeded the receivable by the absorbed öre:
remaining 999.60, bank 1 000.00 gave a 1 000.00 row against a 999.60
paid_amount. The kontantmetod cut-off then pushed a -0.40 receivable with
negative scaled moms, the historical AR ledger showed -0.40 outstanding
on a paid invoice, and a storno of the payment voucher restored
paid_amount 0.40 off (issue #2250).

PR #2236 defined the amount for the manual, MCP and Stripe paths as the
amount APPLIED to the invoice (new paid_amount minus the prior one). The
three bank-match paths now share that definition through one helper,
appliedPaymentAmount() in lib/invoices/invoice-payment-row.ts, which
recordInvoicePaymentRow() uses as well. Every other field of the row
(payment date, currency, exchange rate, journal entry, bank transaction,
notes) is unchanged. Without a residual the applied amount equals the
cash received, so ordinary matches post identical rows; cross-currency
rows are now öre-rounded like paid_amount instead of the 4-decimal spot
conversion, so row and paid_amount agree.

Existing rows carrying the overshoot are not repaired here; that is a
separate call.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015qgLgdt4mLmha1ZLFMwq1u

* refactor(invoices): one writer for invoice_payments rows

Rework of the #2250 fix from first principles. The bank-match paths did
not just get the amount wrong; the class of bug is that invoice_payments
rows were hand-built at five product sites (dashboard bank match, its v1
twin, the pending-operation match, the link-to-existing-voucher flow, and
the #2236 paths through the helper), each computing its own fields with
no single definition of what the row means.

recordInvoicePaymentRow() (lib/invoices/invoice-payment-row.ts) is now the
one writer. Its options grew by what the bank paths set, all optional with
today's defaults so the #2236 callers are unchanged: transactionId
(default null), exchangeRate (the rate actually used; omitted =
invoice.exchange_rate, explicit null stored as null) and notes (default
null). The failure result carries the Postgres SQLSTATE so the routes keep
mapping a unique violation (23505) exactly as before. The applied-amount
formula is an internal detail of that file again.

Routed through the writer: app/api/transactions/[id]/match-invoice, the
v1 match-invoice twin, commitMatchTransactionInvoice in
lib/pending-operations/commit.ts, and lib/transactions/link-journal-entry.ts
(strict plan, same currency only: its amount is unchanged, it now shares
the row semantics). The pending-operation path used to drop the insert
error on the floor; it stays non-fatal but is logged with ids.

Guard: scripts/checks/no-new-antipatterns.mjs gains
direct-invoice-payment-insert, a file-set rule with no baseline (0 today):
.from('invoice_payments').insert( or .upsert( anywhere under app/, lib/ or
extensions/ outside lib/invoices/invoice-payment-row.ts fails
npm run check:guards. Operator scripts under scripts/ are out of its scope
on purpose.

Tests: the writer's unit tests cover the new options, the explicit-null
rate, the SQLSTATE passthrough and the öre-rounded prior-paid
subtraction; the per-path 3740 tests from the first commit stand; mock
insert slots now return the row id the writer selects back.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015qgLgdt4mLmha1ZLFMwq1u

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-04 17:13:29 +02:00

511 lines
17 KiB
TypeScript

import { describe, it, expect, vi, beforeEach } from 'vitest'
import {
createMockRequest,
parseJsonResponse,
createMockRouteParams,
createQueuedMockSupabase,
makeTransaction,
makeInvoice,
} from '@/tests/helpers'
const { supabase: mockSupabase, enqueue, reset, findCalls } = createQueuedMockSupabase()
vi.mock('@/lib/supabase/server', () => ({
createClient: () => Promise.resolve(mockSupabase),
}))
vi.mock('@/lib/invoices/match-log', () => ({
logMatchEvent: vi.fn(),
}))
// Issue #1259: settling the invoice retires the suggestion pointers at it.
// 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.hoisted(() => ({ mockClearSuggestions: vi.fn() }))
vi.mock('@/lib/invoices/clear-settled-invoice-suggestions', () => ({
clearSettledInvoiceSuggestions: mockClearSuggestions,
}))
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'
const TX_UUID = '550e8400-e29b-41d4-a716-446655440000'
const JE_UUID = '550e8400-e29b-41d4-a716-446655440001'
const INV_UUID = '550e8400-e29b-41d4-a716-446655440002'
describe('POST /api/transactions/[id]/link-journal-entry', () => {
const mockUser = { id: 'user-1', email: 'test@test.se' }
beforeEach(() => {
vi.clearAllMocks()
reset()
mockSupabase.auth.getUser.mockResolvedValue({ data: { user: mockUser } })
})
it('returns 400 when journal_entry_id is missing', async () => {
const request = createMockRequest(`/api/transactions/${TX_UUID}/link-journal-entry`, {
method: 'POST',
body: {},
})
const response = await POST(request, createMockRouteParams({ id: TX_UUID }))
const { status } = await parseJsonResponse(response)
expect(status).toBe(400)
})
it('returns 404 when transaction not found', async () => {
enqueue({ data: null, error: { message: 'not found' } })
const request = createMockRequest(`/api/transactions/${TX_UUID}/link-journal-entry`, {
method: 'POST',
body: { journal_entry_id: JE_UUID },
})
const response = await POST(request, createMockRouteParams({ id: TX_UUID }))
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(404)
expect(body.error.code).toBe('TX_CATEGORIZE_TX_NOT_FOUND')
})
it('returns 400 when transaction is already linked to a LIVE (posted) entry', async () => {
enqueue({
data: makeTransaction({ id: TX_UUID, journal_entry_id: 'je-prior' }),
error: null,
})
enqueue({ data: { status: 'posted' }, error: null }) // hasLiveJournalEntryLink: prior link is live
const request = createMockRequest(`/api/transactions/${TX_UUID}/link-journal-entry`, {
method: 'POST',
body: { journal_entry_id: JE_UUID },
})
const response = await POST(request, createMockRouteParams({ id: TX_UUID }))
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(400)
expect(body.error.code).toBe('LINK_TX_TX_ALREADY_LINKED')
})
it('re-links a transaction stranded on a reversed entry (#988)', async () => {
// Pointer at a status='reversed' entry reads as "utan koppling" in the UI;
// the link must succeed to another posted verifikat, overwriting the stale id.
enqueue({
data: makeTransaction({ id: TX_UUID, journal_entry_id: 'je-reversed', amount: 1000, date: '2026-05-15' }),
error: null,
})
enqueue({ data: { status: 'reversed' }, error: null }) // hasLiveJournalEntryLink: stale link
enqueue({
data: { id: JE_UUID, status: 'posted', voucher_series: 'A', voucher_number: 7, entry_date: '2026-05-15' },
error: null,
}) // target JE fetch
enqueue({ data: [{ id: TX_UUID }], error: null }) // tx UPDATE
enqueue({ data: null, error: null }) // logMatchEvent insert
const request = createMockRequest(`/api/transactions/${TX_UUID}/link-journal-entry`, {
method: 'POST',
body: { journal_entry_id: JE_UUID },
})
const response = await POST(request, createMockRouteParams({ id: TX_UUID }))
const { status, body } = await parseJsonResponse<{ success: boolean; voucher_label: string }>(response)
expect(status).toBe(200)
expect(body.success).toBe(true)
expect(body.voucher_label).toBe('A-7')
})
it('returns 404 when journal entry not found', async () => {
enqueue({
data: makeTransaction({ id: TX_UUID, journal_entry_id: null }),
error: null,
})
enqueue({ data: null, error: { message: 'not found' } })
const request = createMockRequest(`/api/transactions/${TX_UUID}/link-journal-entry`, {
method: 'POST',
body: { journal_entry_id: JE_UUID },
})
const response = await POST(request, createMockRouteParams({ id: TX_UUID }))
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(404)
expect(body.error.code).toBe('LINK_TX_JE_NOT_FOUND')
})
it('returns 400 when journal entry is not posted', async () => {
enqueue({
data: makeTransaction({ id: TX_UUID, journal_entry_id: null }),
error: null,
})
enqueue({
data: {
id: JE_UUID,
status: 'draft',
voucher_series: 'A',
voucher_number: 1,
entry_date: '2026-05-15',
},
error: null,
})
const request = createMockRequest(`/api/transactions/${TX_UUID}/link-journal-entry`, {
method: 'POST',
body: { journal_entry_id: JE_UUID },
})
const response = await POST(request, createMockRouteParams({ id: TX_UUID }))
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(400)
expect(body.error.code).toBe('LINK_TX_JE_NOT_POSTED')
})
it('happy path: links tx without invoice, no new bookkeeping created', async () => {
enqueue({
data: makeTransaction({ id: TX_UUID, journal_entry_id: null, amount: 1000, date: '2026-05-15' }),
error: null,
})
enqueue({
data: {
id: JE_UUID,
status: 'posted',
voucher_series: 'A',
voucher_number: 12,
entry_date: '2026-05-15',
},
error: null,
})
// Update transaction
enqueue({ data: [{ id: TX_UUID }], error: null })
// logMatchEvent insert
enqueue({ data: null, error: null })
const request = createMockRequest(`/api/transactions/${TX_UUID}/link-journal-entry`, {
method: 'POST',
body: { journal_entry_id: JE_UUID },
})
const response = await POST(request, createMockRouteParams({ id: TX_UUID }))
const { status, body } = await parseJsonResponse<{
success: boolean
journal_entry_id: string
voucher_label: string
invoice_id: string | null
invoice_status: string | null
}>(response)
expect(status).toBe(200)
expect(body.success).toBe(true)
expect(body.journal_entry_id).toBe(JE_UUID)
// Canonical format from formatVoucherLabel: series-number with hyphen,
// matches gnubok_link_invoice_to_voucher and SIE #VER cross-references.
expect(body.voucher_label).toBe('A-12')
expect(body.invoice_id).toBeNull()
expect(body.invoice_status).toBeNull()
})
it('happy path with invoice: links tx, flips invoice to paid, inserts invoice_payments', async () => {
enqueue({
data: makeTransaction({ id: TX_UUID, journal_entry_id: null, amount: 1000, date: '2026-05-15' }),
error: null,
})
enqueue({
data: {
id: JE_UUID,
status: 'posted',
voucher_series: 'A',
voucher_number: 1,
entry_date: '2026-05-15',
},
error: null,
})
enqueue({
data: makeInvoice({
id: INV_UUID,
status: 'sent',
total: 1000,
remaining_amount: 1000,
paid_amount: 0,
currency: 'SEK',
}),
error: null,
})
// Update transaction
enqueue({ data: [{ id: TX_UUID }], error: null })
// Update invoice (optimistic lock returns updated row)
enqueue({ data: [{ id: INV_UUID }], error: null })
// Insert invoice_payments
enqueue({ data: { id: 'ip-1' }, error: null })
// logMatchEvent
enqueue({ data: null, error: null })
const request = createMockRequest(`/api/transactions/${TX_UUID}/link-journal-entry`, {
method: 'POST',
body: { journal_entry_id: JE_UUID, invoice_id: INV_UUID },
})
const response = await POST(request, createMockRouteParams({ id: TX_UUID }))
const { status, body } = await parseJsonResponse<{
success: boolean
invoice_status: string | null
paid_amount: number | null
remaining_amount: number | null
}>(response)
expect(status).toBe(200)
expect(body.success).toBe(true)
expect(body.invoice_status).toBe('paid')
expect(body.paid_amount).toBe(1000)
expect(body.remaining_amount).toBe(0)
const invoiceUpdate = findCalls('invoices', 'update').at(-1)?.[0]
expect(invoiceUpdate).toMatchObject({ paid_at: '2026-05-15T12:00:00Z' })
expect(vi.mocked(eventBus.emit)).toHaveBeenCalledWith(
expect.objectContaining({
type: 'invoice.match_confirmed',
payload: expect.objectContaining({
invoice: expect.objectContaining({
status: 'paid',
paid_at: '2026-05-15T12:00:00Z',
paid_amount: 1000,
remaining_amount: 0,
}),
transaction: expect.objectContaining({
invoice_id: INV_UUID,
journal_entry_id: JE_UUID,
}),
}),
}),
)
// Issue #1259: the invoice is settled, so no other transaction may keep
// pointing at it as a match suggestion.
expect(mockClearSuggestions).toHaveBeenCalledTimes(1)
expect(mockClearSuggestions).toHaveBeenCalledWith(
mockSupabase,
'company-1',
'invoice',
INV_UUID,
)
})
it('leaves the suggestions alone on a partial payment: the invoice is still matchable', async () => {
enqueue({
data: makeTransaction({ id: TX_UUID, journal_entry_id: null, amount: 400, date: '2026-05-15' }),
error: null,
})
enqueue({
data: {
id: JE_UUID,
status: 'posted',
voucher_series: 'A',
voucher_number: 1,
entry_date: '2026-05-15',
},
error: null,
})
enqueue({
data: makeInvoice({
id: INV_UUID,
status: 'sent',
total: 1000,
remaining_amount: 1000,
paid_amount: 0,
currency: 'SEK',
}),
error: null,
})
enqueue({ data: [{ id: TX_UUID }], error: null }) // update transaction
enqueue({ data: [{ id: INV_UUID }], error: null }) // update invoice
enqueue({ data: { id: 'ip-1' }, error: null }) // insert invoice_payments
enqueue({ data: null, error: null }) // logMatchEvent
const request = createMockRequest(`/api/transactions/${TX_UUID}/link-journal-entry`, {
method: 'POST',
body: { journal_entry_id: JE_UUID, invoice_id: INV_UUID },
})
const response = await POST(request, createMockRouteParams({ id: TX_UUID }))
const { status, body } = await parseJsonResponse<{ invoice_status: string | null }>(response)
expect(status).toBe(200)
expect(body.invoice_status).toBe('partially_paid')
expect(mockClearSuggestions).not.toHaveBeenCalled()
})
it('returns 404 when invoice_id supplied but invoice not found', async () => {
enqueue({
data: makeTransaction({ id: TX_UUID, journal_entry_id: null }),
error: null,
})
enqueue({
data: {
id: JE_UUID,
status: 'posted',
voucher_series: 'A',
voucher_number: 1,
entry_date: '2026-05-15',
},
error: null,
})
enqueue({ data: null, error: { message: 'not found' } })
const request = createMockRequest(`/api/transactions/${TX_UUID}/link-journal-entry`, {
method: 'POST',
body: { journal_entry_id: JE_UUID, invoice_id: INV_UUID },
})
const response = await POST(request, createMockRouteParams({ id: TX_UUID }))
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(404)
expect(body.error.code).toBe('LINK_TX_INVOICE_NOT_FOUND')
})
it('returns 400 when supplied invoice is not in an open state', async () => {
enqueue({
data: makeTransaction({ id: TX_UUID, journal_entry_id: null }),
error: null,
})
enqueue({
data: {
id: JE_UUID,
status: 'posted',
voucher_series: 'A',
voucher_number: 1,
entry_date: '2026-05-15',
},
error: null,
})
enqueue({
data: makeInvoice({ id: INV_UUID, status: 'paid' }),
error: null,
})
const request = createMockRequest(`/api/transactions/${TX_UUID}/link-journal-entry`, {
method: 'POST',
body: { journal_entry_id: JE_UUID, invoice_id: INV_UUID },
})
const response = await POST(request, createMockRouteParams({ id: TX_UUID }))
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(400)
expect(body.error.code).toBe('LINK_TX_INVOICE_NOT_OPEN')
})
it('returns 400 before linking when supplied invoice is a credit note', async () => {
enqueue({
data: makeTransaction({ id: TX_UUID, journal_entry_id: null, amount: 1000 }),
error: null,
})
enqueue({
data: {
id: JE_UUID,
status: 'posted',
voucher_series: 'A',
voucher_number: 1,
entry_date: '2026-05-15',
},
error: null,
})
enqueue({
data: makeInvoice({
id: INV_UUID,
status: 'sent',
total: -1000,
remaining_amount: -1000,
credited_invoice_id: 'original-invoice-1',
}),
error: null,
})
const request = createMockRequest(`/api/transactions/${TX_UUID}/link-journal-entry`, {
method: 'POST',
body: { journal_entry_id: JE_UUID, invoice_id: INV_UUID },
})
const response = await POST(request, createMockRouteParams({ id: TX_UUID }))
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(400)
expect(body.error.code).toBe('LINK_TX_INVOICE_CREDIT_NOTE')
})
it('returns 409 LINK_TX_INVOICE_RACE when optimistic lock loses and rolls back the tx link', async () => {
enqueue({
data: makeTransaction({ id: TX_UUID, journal_entry_id: null, amount: 1000, date: '2026-05-15' }),
error: null,
})
enqueue({
data: {
id: JE_UUID,
status: 'posted',
voucher_series: 'A',
voucher_number: 1,
entry_date: '2026-05-15',
},
error: null,
})
enqueue({
data: makeInvoice({ id: INV_UUID, status: 'sent', total: 1000, remaining_amount: 1000 }),
error: null,
})
// Update transaction succeeds
enqueue({ data: [{ id: TX_UUID }], error: null })
// Optimistic invoice update returns 0 rows
enqueue({ data: [], error: null })
// Compensating rollback: restore prior tx state
enqueue({ data: null, error: null })
const request = createMockRequest(`/api/transactions/${TX_UUID}/link-journal-entry`, {
method: 'POST',
body: { journal_entry_id: JE_UUID, invoice_id: INV_UUID },
})
const response = await POST(request, createMockRouteParams({ id: TX_UUID }))
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(409)
expect(body.error.code).toBe('LINK_TX_INVOICE_RACE')
})
it('rolls back both the tx link and the invoice update when invoice_payments insert fails', async () => {
enqueue({
data: makeTransaction({ id: TX_UUID, journal_entry_id: null, amount: 1000, date: '2026-05-15' }),
error: null,
})
enqueue({
data: {
id: JE_UUID,
status: 'posted',
voucher_series: 'A',
voucher_number: 1,
entry_date: '2026-05-15',
},
error: null,
})
enqueue({
data: makeInvoice({
id: INV_UUID,
status: 'sent',
total: 1000,
remaining_amount: 1000,
paid_amount: 0,
}),
error: null,
})
// Update transaction succeeds
enqueue({ data: [{ id: TX_UUID }], error: null })
// Optimistic invoice update succeeds
enqueue({ data: [{ id: INV_UUID }], error: null })
// invoice_payments insert fails with non-23505 error
enqueue({ data: null, error: { code: '99999', message: 'unexpected' } })
// Compensating invoice revert
enqueue({ data: null, error: null })
// Compensating tx rollback
enqueue({ data: null, error: null })
const request = createMockRequest(`/api/transactions/${TX_UUID}/link-journal-entry`, {
method: 'POST',
body: { journal_entry_id: JE_UUID, invoice_id: INV_UUID },
})
const response = await POST(request, createMockRouteParams({ id: TX_UUID }))
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(500)
expect(body.error.code).toBe('MATCH_INVOICE_RECORD_PAYMENT_FAILED')
})
})