Files
accounted/lib/reports/__tests__/ar-ledger.test.ts
T
MattssonandClaude Opus 4.6 0dd1f5ebc1 feat: multi-tenant company refactor (GNU-19) (#153)
* feat: multi-tenant company refactor (GNU-19)

Introduce companies table, company_members, and user_preferences to
support multiple companies per user. All data scoping changes from
user_id to company_id across the entire codebase.

Key changes:
- Database migration: new tables, company_id on 40+ tables, backfill,
  RLS rewrite from user_id to company-member-based, updated RPCs
- Types: Company, CompanyMember, CompanyRole, UserPreferences types;
  company_id added to all entity interfaces; companyId on all events
- Engine: all 7 core functions take companyId; storno, period, year-end
  services updated; 16 report generators updated
- Middleware: company context resolution (cookie → prefs → first company)
- API routes: ~120 routes updated with requireCompanyId()
- Frontend: CompanyProvider context, layout/dashboard/onboarding updated
- Extensions: context factory, 9 extensions, all lib files updated
- Tests: 1880 tests passing, all helpers updated with company_id defaults

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add database migrations for multi-tenant company and team system (GNU-19)

Adds company_invitations, company creation RPC, team_members, account
deletion RPC, and teams table refactor migrations. Updates base
multi-tenant migration with cascading FKs and onboarding_step column.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add team types and update core infrastructure for multi-tenancy (GNU-19)

Adds TeamRole, MemberSource, and Team types. Refactors Supabase service
client to be stateless, updates middleware for team-aware routing, extends
CompanyContext with team/role fields, and updates extension service types
to accept companyId.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* refactor: thread company_id through business logic functions (GNU-19)

Replaces user_id scoping with company_id across all lib modules:
bookkeeping, documents, transactions, invoices, reconciliation, tax,
deadlines, and import. Updates corresponding tests.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* refactor: thread company_id through API routes and extensions (GNU-19)

Updates all existing API routes to extract and pass companyId. Updates
enable-banking and arcim-migration extensions for company-scoped
transaction ingestion and sync.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add company and team management API routes (GNU-19)

Adds CRUD endpoints for company members, company invitations, team
members, and team invitations. Includes invite token utilities, email
templates, and company switch server action.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add team/company UI components, pages, and dashboard updates (GNU-19)

Adds CompanySwitcher, ConsultantEmptyState, Step0RoleChoice, company
members and team management panels. Updates dashboard layout for
team-aware routing, onboarding for multi-step role choice, and auth
callback for team invite acceptance. Ignores supabase/.branches/.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: add null guards for company in import page (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: move appUrl declaration to outer scope in invite route (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: add optional chaining for company.name in members section (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: add optional chaining for second company.name in members section (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: add null guards for company in extension components (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: pass companyId to executeSIEImport in arcim-migration extension (GNU-19)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: update tests to use companyId instead of userId and improve type handling

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-31 16:41:52 +02:00

250 lines
7.2 KiB
TypeScript

import { describe, it, expect, vi, beforeEach } from 'vitest'
// ============================================================
// Mock — sequential result queue
// ============================================================
let resultIdx: number
let results: Array<{ data?: unknown; error?: unknown }>
function makeBuilder() {
const b: Record<string, unknown> = {}
for (const m of ['select', 'eq', 'in']) {
b[m] = vi.fn().mockReturnValue(b)
}
b.single = vi.fn().mockImplementation(async () => results[resultIdx++] ?? { data: null, error: null })
b.then = (resolve: (v: unknown) => void) => resolve(results[resultIdx++] ?? { data: null, error: null })
return b
}
function makeClient() {
return {
from: vi.fn().mockImplementation(() => makeBuilder()),
// eslint-disable-next-line @typescript-eslint/no-explicit-any
} as any
}
import { generateARLedger } from '../ar-ledger'
let supabase: ReturnType<typeof makeClient>
beforeEach(() => {
vi.clearAllMocks()
resultIdx = 0
results = []
supabase = makeClient()
})
describe('generateARLedger', () => {
it('returns empty report when no invoices found', async () => {
results = [
{ data: [], error: null },
]
const report = await generateARLedger(supabase, 'company-1')
expect(report.entries).toEqual([])
expect(report.total_outstanding).toBe(0)
expect(report.unpaid_count).toBe(0)
})
it('returns empty report on query error', async () => {
results = [
{ data: null, error: { message: 'DB error' } },
]
const report = await generateARLedger(supabase, 'company-1')
expect(report.entries).toEqual([])
expect(report.total_outstanding).toBe(0)
})
it('groups invoices by customer with correct aging buckets', async () => {
// Reference date: 2024-06-15
const asOfDate = '2024-06-15'
results = [
{
data: [
// Customer A: one current, one 1-30 days overdue
{
id: 'inv-1',
customer_id: 'cust-a',
customer: { id: 'cust-a', name: 'Acme AB' },
invoice_number: 'F001',
invoice_date: '2024-05-01',
due_date: '2024-06-20', // not yet due
total: 5000,
paid_amount: 0,
currency: 'SEK',
status: 'sent',
},
{
id: 'inv-2',
customer_id: 'cust-a',
customer: { id: 'cust-a', name: 'Acme AB' },
invoice_number: 'F002',
invoice_date: '2024-04-01',
due_date: '2024-06-01', // 14 days overdue
total: 3000,
paid_amount: 1000,
currency: 'SEK',
status: 'overdue',
},
// Customer B: 90+ days overdue
{
id: 'inv-3',
customer_id: 'cust-b',
customer: { id: 'cust-b', name: 'Beta Corp' },
invoice_number: 'F003',
invoice_date: '2024-01-01',
due_date: '2024-02-01', // 135 days overdue
total: 10000,
paid_amount: 0,
currency: 'SEK',
status: 'overdue',
},
],
error: null,
},
]
const report = await generateARLedger(supabase, 'company-1', asOfDate)
expect(report.unpaid_count).toBe(3)
expect(report.entries).toHaveLength(2)
// Sorted by total outstanding descending: Beta Corp (10000), then Acme (7000)
expect(report.entries[0].customer_name).toBe('Beta Corp')
expect(report.entries[0].total_outstanding).toBe(10000)
expect(report.entries[0].days_90_plus).toBe(10000)
expect(report.entries[1].customer_name).toBe('Acme AB')
expect(report.entries[1].total_outstanding).toBe(7000)
expect(report.entries[1].current).toBe(5000) // inv-1
expect(report.entries[1].days_1_30).toBe(2000) // inv-2 (3000 - 1000 paid)
expect(report.entries[1].invoices).toHaveLength(2)
// Totals
expect(report.total_outstanding).toBe(17000)
expect(report.total_current).toBe(5000)
expect(report.total_overdue).toBe(12000)
})
it('computes outstanding as total minus paid_amount', async () => {
results = [
{
data: [
{
id: 'inv-1',
customer_id: 'cust-a',
customer: { id: 'cust-a', name: 'Test AB' },
invoice_number: 'F001',
invoice_date: '2024-06-01',
due_date: '2024-07-01',
total: 10000,
paid_amount: 7500,
currency: 'SEK',
status: 'sent',
},
],
error: null,
},
]
const report = await generateARLedger(supabase, 'company-1', '2024-06-15')
expect(report.entries[0].invoices[0].outstanding).toBe(2500)
expect(report.total_outstanding).toBe(2500)
})
it('sorts invoices within customer by due_date', async () => {
results = [
{
data: [
{
id: 'inv-2',
customer_id: 'cust-a',
customer: { id: 'cust-a', name: 'Test AB' },
invoice_number: 'F002',
invoice_date: '2024-05-01',
due_date: '2024-07-01',
total: 1000,
paid_amount: 0,
currency: 'SEK',
status: 'sent',
},
{
id: 'inv-1',
customer_id: 'cust-a',
customer: { id: 'cust-a', name: 'Test AB' },
invoice_number: 'F001',
invoice_date: '2024-04-01',
due_date: '2024-06-01',
total: 2000,
paid_amount: 0,
currency: 'SEK',
status: 'sent',
},
],
error: null,
},
]
const report = await generateARLedger(supabase, 'company-1', '2024-05-15')
// Sorted by due_date: F001 (June 1) before F002 (July 1)
expect(report.entries[0].invoices[0].invoice_number).toBe('F001')
expect(report.entries[0].invoices[1].invoice_number).toBe('F002')
})
it('uses Math.round for monetary precision', async () => {
results = [
{
data: [
{
id: 'inv-1',
customer_id: 'cust-a',
customer: { id: 'cust-a', name: 'Test' },
invoice_number: 'F001',
invoice_date: '2024-06-01',
due_date: '2024-07-01',
total: 100.1,
paid_amount: 33.33,
currency: 'SEK',
status: 'sent',
},
],
error: null,
},
]
const report = await generateARLedger(supabase, 'company-1', '2024-06-15')
expect(report.entries[0].invoices[0].outstanding).toBe(66.77)
expect(report.total_outstanding).toBe(66.77)
})
it('handles missing customer name gracefully', async () => {
results = [
{
data: [
{
id: 'inv-1',
customer_id: 'cust-a',
customer: null,
invoice_number: 'F001',
invoice_date: '2024-06-01',
due_date: '2024-07-01',
total: 1000,
paid_amount: 0,
currency: 'SEK',
status: 'sent',
},
],
error: null,
},
]
const report = await generateARLedger(supabase, 'company-1', '2024-06-15')
expect(report.entries[0].customer_name).toBe('Okänd kund')
})
})