Files
accounted/lib/reports/__tests__/sie-export.test.ts
T
Jakob Wennberg 3e7fa45ed6 feat: transaction categorization UX improvements and description matching
Add journal entry preview, human-readable account names, auto-apply VAT,
fallback template suggestions, example prompts, invoice match comparison,
and batch result feedback. Also includes user-description-match extension,
describe/batch-describe API routes, improved AI categorization with multi-
suggestion support, and template embedding search.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-24 16:02:06 +01:00

346 lines
12 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', 'order', 'range']) {
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()),
}
}
vi.mock('@/lib/supabase/server', () => ({
createClient: vi.fn(async () => makeClient()),
}))
import { generateSIEExport } from '../sie-export'
beforeEach(() => {
vi.clearAllMocks()
resultIdx = 0
results = []
})
const baseOptions = {
fiscal_period_id: 'period-1',
company_name: 'Test AB',
org_number: '556677-8899',
program_name: 'ERPBase',
}
describe('generateSIEExport', () => {
it('throws when fiscal period not found', async () => {
results = [
// 0: fiscal_periods.single() → null
{ data: null, error: null },
]
await expect(generateSIEExport('user-1', baseOptions))
.rejects.toThrow('Fiscal period not found')
})
it('generates correct header format', async () => {
results = [
// 0: fiscal_periods
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
// 1: chart_of_accounts (empty)
{ data: [], error: null },
// 2: journal_entries (empty)
{ data: [], error: null },
// 3: cost_centers (empty)
{ data: [], error: null },
// 4: projects (empty)
{ data: [], error: null },
]
const output = await generateSIEExport('user-1', baseOptions)
const lines = output.split('\r\n')
expect(lines[0]).toBe('#FLAGGA 0')
expect(lines[1]).toBe('#FORMAT PC8')
expect(lines[2]).toBe('#SIETYP 4')
expect(lines[3]).toMatch(/^#PROGRAM "ERPBase" "1\.0"$/)
expect(lines[4]).toMatch(/^#GEN \d{8}$/)
expect(lines[5]).toBe('#ORGNR 556677-8899')
expect(lines[6]).toBe('#FNAMN "Test AB"')
expect(lines[7]).toBe('#RAR 0 20240101 20241231')
})
it('omits #ORGNR when org_number is null', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: [], error: null },
{ data: [], error: null },
{ data: [], error: null },
{ data: [], error: null },
]
const output = await generateSIEExport('user-1', {
...baseOptions,
org_number: null,
})
expect(output).not.toContain('#ORGNR')
})
it('generates #KONTO and #SRU for accounts', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
// 1: chart_of_accounts
{
data: [
{ account_number: '1930', account_name: 'Företagskonto', sru_code: '7301', is_active: true },
{ account_number: '3001', account_name: 'Försäljning', sru_code: null, is_active: true },
],
error: null,
},
// 2: journal_entries (empty)
{ data: [], error: null },
// 3: cost_centers
{ data: [], error: null },
// 4: projects
{ data: [], error: null },
]
const output = await generateSIEExport('user-1', baseOptions)
expect(output).toContain('#KONTO 1930 "Företagskonto"')
expect(output).toContain('#SRU 1930 7301')
expect(output).toContain('#KONTO 3001 "Försäljning"')
// No SRU for 3001 since sru_code is null
expect(output).not.toContain('#SRU 3001')
})
it('generates #VER and #TRANS for journal entries', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
// 1: accounts
{ data: [], error: null },
// 2: journal_entries with lines
{
data: [
{
id: 'e1',
entry_date: '2024-03-15',
voucher_number: 1,
voucher_series: 'A',
description: 'Sale invoice',
status: 'posted',
lines: [
{ account_number: '1510', debit_amount: 1250, credit_amount: 0, line_description: null, cost_center: null, project: null },
{ account_number: '3001', debit_amount: 0, credit_amount: 1000, line_description: 'Revenue', cost_center: null, project: null },
{ account_number: '2611', debit_amount: 0, credit_amount: 250, line_description: null, cost_center: null, project: null },
],
},
],
error: null,
},
// 3: cost_centers
{ data: [], error: null },
// 4: projects
{ data: [], error: null },
]
const output = await generateSIEExport('user-1', baseOptions)
expect(output).toContain('#VER "A" 1 20240315 "Sale invoice"')
expect(output).toContain('{')
expect(output).toContain('\t#TRANS 1510 {} 1250.00 20240315')
expect(output).toContain('\t#TRANS 3001 {} -1000.00 20240315 "Revenue"')
expect(output).toContain('\t#TRANS 2611 {} -250.00 20240315')
expect(output).toContain('}')
})
it('generates #DIM and #OBJEKT for dimensions', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: [], error: null },
{ data: [], error: null },
// 3: cost_centers
{
data: [
{ code: 'CC1', name: 'Avdelning 1', is_active: true },
],
error: null,
},
// 4: projects
{
data: [
{ code: 'P001', name: 'Projekt Alpha', is_active: true },
],
error: null,
},
]
const output = await generateSIEExport('user-1', baseOptions)
expect(output).toContain('#DIM 1 "Kostnadsställe"')
expect(output).toContain('#DIM 6 "Projekt"')
expect(output).toContain('#OBJEKT 1 "CC1" "Avdelning 1"')
expect(output).toContain('#OBJEKT 6 "P001" "Projekt Alpha"')
})
it('includes dimension objects in #TRANS lines', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: [], error: null },
{
data: [
{
id: 'e1',
entry_date: '2024-03-15',
voucher_number: 1,
voucher_series: 'A',
description: 'With dimensions',
status: 'posted',
lines: [
{ account_number: '5010', debit_amount: 8000, credit_amount: 0, line_description: null, cost_center: 'CC1', project: 'P001' },
{ account_number: '1930', debit_amount: 0, credit_amount: 8000, line_description: null, cost_center: null, project: null },
],
},
],
error: null,
},
{ data: [{ code: 'CC1', name: 'Avdelning 1', is_active: true }], error: null },
{ data: [{ code: 'P001', name: 'Projekt Alpha', is_active: true }], error: null },
]
const output = await generateSIEExport('user-1', baseOptions)
expect(output).toContain('\t#TRANS 5010 {1 "CC1" 6 "P001"} 8000.00 20240315')
expect(output).toContain('\t#TRANS 1930 {} -8000.00 20240315')
})
it('generates #UB for class 1-2 and #RES for class 3-8', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: [], error: null },
{
data: [
{
id: 'e1',
entry_date: '2024-01-15',
voucher_number: 1,
voucher_series: 'A',
description: 'Sale',
status: 'posted',
lines: [
{ account_number: '1510', debit_amount: 1250, credit_amount: 0, line_description: null, cost_center: null, project: null },
{ account_number: '3001', debit_amount: 0, credit_amount: 1000, line_description: null, cost_center: null, project: null },
{ account_number: '2611', debit_amount: 0, credit_amount: 250, line_description: null, cost_center: null, project: null },
],
},
],
error: null,
},
{ data: [], error: null },
{ data: [], error: null },
]
const output = await generateSIEExport('user-1', baseOptions)
// Account 1510 (class 1) → #UB, balance = 1250 - 0 = 1250
expect(output).toContain('#UB 0 1510 1250.00')
// Account 2611 (class 2) → #UB, balance = 0 - 250 = -250
expect(output).toContain('#UB 0 2611 -250.00')
// Account 3001 (class 3) → #RES, balance = 0 - 1000 = -1000
expect(output).toContain('#RES 0 3001 -1000.00')
})
it('escapes quotes in descriptions', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: [], error: null },
{
data: [
{
id: 'e1',
entry_date: '2024-01-15',
voucher_number: 1,
voucher_series: 'A',
description: 'Invoice for "consulting"',
status: 'posted',
lines: [
{ account_number: '1930', debit_amount: 100, credit_amount: 0, line_description: null, cost_center: null, project: null },
{ account_number: '3001', debit_amount: 0, credit_amount: 100, line_description: null, cost_center: null, project: null },
],
},
],
error: null,
},
{ data: [], error: null },
{ data: [], error: null },
]
const output = await generateSIEExport('user-1', baseOptions)
expect(output).toContain('#VER "A" 1 20240115 "Invoice for \\"consulting\\""')
})
it('uses \\r\\n line endings', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: [], error: null },
{ data: [], error: null },
{ data: [], error: null },
{ data: [], error: null },
]
const output = await generateSIEExport('user-1', baseOptions)
// Every line should end with \r\n
expect(output).toContain('\r\n')
// Should not have bare \n (that isn't preceded by \r)
const lines = output.split('\r\n')
for (const line of lines.slice(0, -1)) {
expect(line).not.toContain('\n')
}
// File should end with \r\n
expect(output.endsWith('\r\n')).toBe(true)
})
it('produces no #VER lines when no entries exist', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: [], error: null },
{ data: [], error: null },
{ data: [], error: null },
{ data: [], error: null },
]
const output = await generateSIEExport('user-1', baseOptions)
expect(output).not.toContain('#VER')
expect(output).not.toContain('#TRANS')
})
it('produces no #DIM lines when no dimensions exist', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: [], error: null },
{ data: [], error: null },
{ data: [], error: null },
{ data: [], error: null },
]
const output = await generateSIEExport('user-1', baseOptions)
expect(output).not.toContain('#DIM')
expect(output).not.toContain('#OBJEKT')
})
})