Files
accounted/lib/import/__tests__/sie-import.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

338 lines
11 KiB
TypeScript

import { describe, it, expect } from 'vitest'
import { generateImportPreview, validateIBBalance, isBalanceSheetAccount } from '../sie-import'
import type { ParsedSIEFile, AccountMapping } from '../types'
// --- Helpers ---
function makeParsedFile(overrides?: Partial<ParsedSIEFile>): ParsedSIEFile {
return {
header: {
sieType: 4,
program: 'TestProg',
programVersion: '1.0',
generatedDate: new Date(2024, 0, 1),
format: 'PC8',
companyName: 'Test AB',
orgNumber: '5566778899',
address: null,
fiscalYears: [{ yearIndex: 0, start: new Date(2024, 0, 1), end: new Date(2024, 11, 31) }],
currency: 'SEK',
kontoPlanType: null,
},
accounts: [
{ number: '1510', name: 'Kundfordringar' },
{ number: '1930', name: 'Företagskonto' },
{ number: '2440', name: 'Leverantörsskulder' },
],
openingBalances: [
{ yearIndex: 0, account: '1510', amount: 50000 },
{ yearIndex: 0, account: '1930', amount: 100000 },
{ yearIndex: 0, account: '2440', amount: -150000 },
],
closingBalances: [],
resultBalances: [],
vouchers: [
{
series: 'A',
number: 1,
date: new Date(2024, 0, 15),
description: 'Faktura 1001',
lines: [
{ account: '1510', amount: 12500 },
{ account: '3001', amount: -10000 },
{ account: '2611', amount: -2500 },
],
},
],
issues: [],
stats: {
totalAccounts: 3,
totalVouchers: 1,
totalTransactionLines: 3,
fiscalYearStart: new Date(2024, 0, 1),
fiscalYearEnd: new Date(2024, 11, 31),
},
...overrides,
}
}
function makeMapping(source: string, target: string, confidence: number = 1.0): AccountMapping {
return {
sourceAccount: source,
sourceName: `Account ${source}`,
targetAccount: target,
targetName: `Target ${target}`,
confidence,
matchType: target ? 'exact' : 'manual',
isOverride: false,
}
}
// --- Tests ---
describe('generateImportPreview', () => {
describe('trial balance from IB', () => {
it('calculates debit totals from positive IB amounts', () => {
const parsed = makeParsedFile()
const mappings = [
makeMapping('1510', '1510'),
makeMapping('1930', '1930'),
makeMapping('2440', '2440'),
]
const preview = generateImportPreview(parsed, mappings)
// Positive amounts: 50000 + 100000 = 150000
expect(preview.trialBalance.totalDebit).toBe(150000)
})
it('calculates credit totals from negative IB amounts', () => {
const parsed = makeParsedFile()
const mappings = [
makeMapping('1510', '1510'),
makeMapping('1930', '1930'),
makeMapping('2440', '2440'),
]
const preview = generateImportPreview(parsed, mappings)
// Negative amounts: |-150000| = 150000
expect(preview.trialBalance.totalCredit).toBe(150000)
})
it('detects balanced trial balance', () => {
const parsed = makeParsedFile()
const mappings = [makeMapping('1510', '1510')]
const preview = generateImportPreview(parsed, mappings)
// 150000 debit = 150000 credit
expect(preview.trialBalance.isBalanced).toBe(true)
})
it('detects unbalanced trial balance', () => {
const parsed = makeParsedFile({
openingBalances: [
{ yearIndex: 0, account: '1510', amount: 50000 },
{ yearIndex: 0, account: '1930', amount: 100000 },
// Missing credit side — only 150000 debit, 0 credit
],
})
const mappings = [makeMapping('1510', '1510')]
const preview = generateImportPreview(parsed, mappings)
expect(preview.trialBalance.isBalanced).toBe(false)
})
it('handles zero opening balances', () => {
const parsed = makeParsedFile({ openingBalances: [] })
const mappings: AccountMapping[] = []
const preview = generateImportPreview(parsed, mappings)
expect(preview.trialBalance.totalDebit).toBe(0)
expect(preview.trialBalance.totalCredit).toBe(0)
expect(preview.trialBalance.isBalanced).toBe(true)
})
})
describe('company info passthrough', () => {
it('passes company name', () => {
const parsed = makeParsedFile()
const preview = generateImportPreview(parsed, [])
expect(preview.companyName).toBe('Test AB')
})
it('passes org number', () => {
const parsed = makeParsedFile()
const preview = generateImportPreview(parsed, [])
expect(preview.orgNumber).toBe('5566778899')
})
it('handles null company info', () => {
const parsed = makeParsedFile({
header: {
...makeParsedFile().header,
companyName: null,
orgNumber: null,
},
})
const preview = generateImportPreview(parsed, [])
expect(preview.companyName).toBeNull()
expect(preview.orgNumber).toBeNull()
})
})
describe('mapping status', () => {
it('reflects mapper output counts', () => {
const parsed = makeParsedFile()
const mappings = [
makeMapping('1510', '1510'), // mapped
makeMapping('1930', '1930'), // mapped
makeMapping('2440', '', 0), // unmapped
]
const preview = generateImportPreview(parsed, mappings)
expect(preview.mappingStatus.total).toBe(3)
expect(preview.mappingStatus.mapped).toBe(2)
expect(preview.mappingStatus.unmapped).toBe(1)
})
it('reports low confidence mappings', () => {
const mappings = [
makeMapping('1510', '1510', 1.0),
makeMapping('3400', '3001', 0.3), // low confidence
]
const parsed = makeParsedFile()
const preview = generateImportPreview(parsed, mappings)
expect(preview.mappingStatus.lowConfidence).toBe(1)
})
})
describe('statistics', () => {
it('passes account count', () => {
const parsed = makeParsedFile()
const preview = generateImportPreview(parsed, [])
expect(preview.accountCount).toBe(3)
})
it('passes voucher count', () => {
const parsed = makeParsedFile()
const preview = generateImportPreview(parsed, [])
expect(preview.voucherCount).toBe(1)
})
it('passes transaction line count', () => {
const parsed = makeParsedFile()
const preview = generateImportPreview(parsed, [])
expect(preview.transactionLineCount).toBe(3)
})
})
describe('issues passthrough', () => {
it('passes parse issues to preview', () => {
const parsed = makeParsedFile({
issues: [
{ severity: 'warning', line: 5, message: 'Unknown tag: #FOO', tag: 'FOO' },
{ severity: 'error', line: 10, message: 'Invalid voucher', tag: 'VER' },
],
})
const preview = generateImportPreview(parsed, [])
expect(preview.issues).toHaveLength(2)
expect(preview.issues[0].severity).toBe('warning')
expect(preview.issues[1].severity).toBe('error')
})
})
})
describe('validateIBBalance', () => {
it('returns 0 roundingAdjustment when IB is balanced', () => {
const parsed = makeParsedFile({
openingBalances: [
{ yearIndex: 0, account: '1510', amount: 50000 },
{ yearIndex: 0, account: '2440', amount: -50000 },
],
})
const accountMap = new Map([['1510', '1510'], ['2440', '2440']])
const result = validateIBBalance(parsed, accountMap)
expect(result.roundingAdjustment).toBe(0)
expect(result.fileImbalance).toBe(0)
expect(result.excludedAccountsTotal).toBe(0)
expect(result.lines).toHaveLength(2)
})
it('returns rounding adjustment for imbalance <= 1 SEK', () => {
const parsed = makeParsedFile({
openingBalances: [
{ yearIndex: 0, account: '1510', amount: 50000.50 },
{ yearIndex: 0, account: '2440', amount: -50000 },
],
})
const accountMap = new Map([['1510', '1510'], ['2440', '2440']])
const result = validateIBBalance(parsed, accountMap)
expect(result.roundingAdjustment).toBe(0.5)
expect(result.fileImbalance).toBe(0.5)
})
it('returns large adjustment for file-level imbalance (unallocated årets resultat)', () => {
// Simulates a Fortnox export where previous year result hasn't been allocated
// to equity — BS accounts don't balance because årets resultat is implicit
const parsed = makeParsedFile({
openingBalances: [
{ yearIndex: 0, account: '1510', amount: 50100 },
{ yearIndex: 0, account: '2440', amount: -50000 },
],
})
const accountMap = new Map([['1510', '1510'], ['2440', '2440']])
const result = validateIBBalance(parsed, accountMap)
// The adjustment is 100 SEK — caller should book to 2099, never reject
expect(result.roundingAdjustment).toBe(100)
expect(result.fileImbalance).toBe(100)
expect(result.excludedAccountsTotal).toBe(0)
})
it('tracks excluded accounts separately from file imbalance (Fortnox system accounts)', () => {
// Simulates Fortnox 0099 carrying IB balance — file is balanced,
// but mapped accounts are not because 0099 is excluded from mapping
const parsed = makeParsedFile({
openingBalances: [
{ yearIndex: 0, account: '1510', amount: 50000 },
{ yearIndex: 0, account: '2440', amount: -150000 },
{ yearIndex: 0, account: '0099', amount: 100000 }, // System account, not mapped
],
})
const accountMap = new Map([['1510', '1510'], ['2440', '2440']])
const result = validateIBBalance(parsed, accountMap)
// File-level: 50000 + (-150000) + 100000 = 0, balanced
expect(result.fileImbalance).toBe(0)
// Mapped-level: 50000 debit, 150000 credit = -100000 diff
expect(result.roundingAdjustment).toBe(-100000)
// The excluded 0099 accounts for the entire difference
expect(result.excludedAccountsTotal).toBe(100000)
// Only 2 lines (0099 excluded)
expect(result.lines).toHaveLength(2)
})
it('ignores non-current-year balances', () => {
const parsed = makeParsedFile({
openingBalances: [
{ yearIndex: 0, account: '1510', amount: 50000 },
{ yearIndex: 0, account: '2440', amount: -50000 },
{ yearIndex: -1, account: '1510', amount: 99999 }, // Previous year — ignored
],
})
const accountMap = new Map([['1510', '1510'], ['2440', '2440']])
const result = validateIBBalance(parsed, accountMap)
expect(result.roundingAdjustment).toBe(0)
expect(result.lines).toHaveLength(2)
})
})
describe('isBalanceSheetAccount', () => {
it('returns true for class 1 (assets)', () => {
expect(isBalanceSheetAccount('1510')).toBe(true)
expect(isBalanceSheetAccount('1930')).toBe(true)
})
it('returns true for class 2 (liabilities/equity)', () => {
expect(isBalanceSheetAccount('2099')).toBe(true)
expect(isBalanceSheetAccount('2440')).toBe(true)
})
it('returns false for class 3 (revenue)', () => {
expect(isBalanceSheetAccount('3001')).toBe(false)
expect(isBalanceSheetAccount('3740')).toBe(false)
})
it('returns false for class 4-8 (expenses)', () => {
expect(isBalanceSheetAccount('4010')).toBe(false)
expect(isBalanceSheetAccount('5010')).toBe(false)
expect(isBalanceSheetAccount('6211')).toBe(false)
expect(isBalanceSheetAccount('7210')).toBe(false)
expect(isBalanceSheetAccount('8999')).toBe(false)
})
})