Files
accounted/app/api/transactions/batch-describe/__tests__/route.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

219 lines
6.6 KiB
TypeScript

import { describe, it, expect, vi, beforeEach } from 'vitest'
import {
createMockRequest,
createQueuedMockSupabase,
makeTransaction,
parseJsonResponse,
} from '@/tests/helpers'
import { eventBus } from '@/lib/events'
// Mock init
vi.mock('@/lib/init', () => ({ ensureInitialized: vi.fn() }))
// Mock booking templates
vi.mock('@/lib/bookkeeping/booking-templates', () => ({
getTemplateById: vi.fn((id: string) => {
if (id === 'office_supplies') {
return {
id: 'office_supplies',
name_sv: 'Kontorsmaterial',
name_en: 'Office supplies',
group: 'office',
debit_account: '6110',
credit_account: '1930',
fallback_category: 'expense_office',
default_private: false,
vat_treatment: 'standard_25',
vat_rate: 0.25,
deductibility: 'full',
risk_level: 'LOW',
requires_review: false,
entity_applicability: 'all',
direction: 'expense',
}
}
return null
}),
buildMappingResultFromTemplate: vi.fn(() => ({
rule: null,
debit_account: '6110',
credit_account: '1930',
risk_level: 'LOW',
confidence: 1.0,
requires_review: false,
default_private: false,
vat_lines: [],
description: 'Kontorsmaterial',
})),
}))
// Mock transaction entries
const mockCreateTransactionJournalEntry = vi.fn().mockResolvedValue({ id: 'je-1' })
vi.mock('@/lib/bookkeeping/transaction-entries', () => ({
createTransactionJournalEntry: (...args: unknown[]) => mockCreateTransactionJournalEntry(...args),
}))
// Mock mapping engine
const mockSaveUserMappingRule = vi.fn().mockResolvedValue(undefined)
vi.mock('@/lib/bookkeeping/mapping-engine', () => ({
saveUserMappingRule: (...args: unknown[]) => mockSaveUserMappingRule(...args),
}))
// Mock Supabase — set up once, re-configure per test via auth mock + queue
const mockCreateClient = vi.fn()
vi.mock('@/lib/supabase/server', () => ({
createClient: (...args: unknown[]) => mockCreateClient(...args),
}))
vi.mock('@/lib/company/context', () => ({
requireCompanyId: vi.fn().mockResolvedValue('company-1'),
getActiveCompanyId: vi.fn().mockResolvedValue('company-1'),
}))
describe('POST /api/transactions/batch-describe', () => {
let POST: typeof import('../route').POST
beforeEach(async () => {
vi.clearAllMocks()
eventBus.clear()
const mod = await import('../route')
POST = mod.POST
})
it('returns 401 when not authenticated', async () => {
const { supabase } = createQueuedMockSupabase()
supabase.auth.getUser.mockResolvedValue({
data: { user: null },
error: { message: 'Not authenticated' },
})
mockCreateClient.mockResolvedValue(supabase)
const req = createMockRequest('/api/transactions/batch-describe', {
method: 'POST',
body: {
merchant_name: 'Staples',
template_id: 'office_supplies',
is_business: true,
},
})
const res = await POST(req)
const { status, body } = await parseJsonResponse(res)
expect(status).toBe(401)
expect(body).toHaveProperty('error', 'Unauthorized')
})
it('returns 400 for invalid template_id', async () => {
const { supabase } = createQueuedMockSupabase()
supabase.auth.getUser.mockResolvedValue({
data: { user: { id: 'user-1' } },
error: null,
})
mockCreateClient.mockResolvedValue(supabase)
const req = createMockRequest('/api/transactions/batch-describe', {
method: 'POST',
body: {
merchant_name: 'Staples',
template_id: 'nonexistent_template',
is_business: true,
},
})
const res = await POST(req)
const { status, body } = await parseJsonResponse(res)
expect(status).toBe(400)
expect(body).toHaveProperty('error', 'Invalid template_id')
})
it('applies template to uncategorized merchant transactions', async () => {
const tx1 = makeTransaction({ id: 'tx-1', merchant_name: 'Staples', amount: -299 })
const tx2 = makeTransaction({ id: 'tx-2', merchant_name: 'Staples', amount: -150 })
const { supabase, enqueueMany } = createQueuedMockSupabase()
supabase.auth.getUser.mockResolvedValue({
data: { user: { id: 'user-1' } },
error: null,
})
enqueueMany([
// company_settings
{ data: { entity_type: 'enskild_firma', fiscal_year_start_month: 1 }, error: null },
// fetch uncategorized transactions
{ data: [tx1, tx2], error: null },
// fiscal period upsert for tx1
{ data: null, error: null },
// transaction update for tx1
{ data: null, error: null },
// fiscal period upsert for tx2
{ data: null, error: null },
// transaction update for tx2
{ data: null, error: null },
])
mockCreateClient.mockResolvedValue(supabase)
const req = createMockRequest('/api/transactions/batch-describe', {
method: 'POST',
body: {
merchant_name: 'Staples',
template_id: 'office_supplies',
is_business: true,
user_description: 'office supplies purchase',
},
})
const res = await POST(req)
const { status, body } = await parseJsonResponse<{ data: { applied: number; errors: string[] } }>(res)
expect(status).toBe(200)
expect(body.data.applied).toBe(2)
expect(body.data.errors).toHaveLength(0)
// Verify journal entries were created
expect(mockCreateTransactionJournalEntry).toHaveBeenCalledTimes(2)
// Verify mapping rule was saved with user description
expect(mockSaveUserMappingRule).toHaveBeenCalledWith(
expect.anything(),
'company-1',
'Staples',
'6110',
'1930',
false,
'office supplies purchase',
'office_supplies'
)
})
it('returns 0 applied when no uncategorized transactions exist', async () => {
const { supabase, enqueueMany } = createQueuedMockSupabase()
supabase.auth.getUser.mockResolvedValue({
data: { user: { id: 'user-1' } },
error: null,
})
enqueueMany([
// company_settings
{ data: { entity_type: 'enskild_firma', fiscal_year_start_month: 1 }, error: null },
// fetch uncategorized transactions — empty
{ data: [], error: null },
])
mockCreateClient.mockResolvedValue(supabase)
const req = createMockRequest('/api/transactions/batch-describe', {
method: 'POST',
body: {
merchant_name: 'Unknown Merchant',
template_id: 'office_supplies',
is_business: true,
},
})
const res = await POST(req)
const { status, body } = await parseJsonResponse<{ data: { applied: number } }>(res)
expect(status).toBe(200)
expect(body.data.applied).toBe(0)
})
})