Files
accounted/lib/bookkeeping/__tests__/validate-period-duration.test.ts
T
Jakob Wennberg 91e2c1705a feat: per-line VAT, invoice document types, ledger-based VAT declaration, bank reconciliation, and pagination
Per-line VAT rates:
- Add generatePerRateLines() to group invoice items by vat_rate with separate
  revenue + VAT lines per rate group (invoice-entries.ts)
- Add getAvailableVatRates() and getVatTreatmentForRate() (vat-rules.ts)
- PDF template shows per-line VAT column and per-rate totals for mixed-rate invoices
- Invoice create/review UI supports per-line rate selection
- Types: add vat_rate/vat_amount to InvoiceItem, vat_rate to CreateInvoiceItemInput

Invoice document types (proforma, delivery note):
- Add InvoiceDocumentType, document_type and converted_from_id to Invoice type
- PDF hides prices for delivery notes, adds proforma notice
- Email templates support all document types
- mark-paid skips journal entries for non-invoice document types
- Migration 031: invoice_document_type

Accounting method support:
- Add AccountingMethod type (accrual/cash)
- Migration 032: add_accounting_method column to company_settings

VAT declaration rewrite:
- Rewrite to read directly from general ledger (26xx/3xxx account lines)
  instead of aggregating invoices/transactions/receipts
- ACCOUNT_RUTA mapping drives momsdeklaration boxes from GL balances

Bank reconciliation:
- Transaction ingest now pre-fetches unlinked GL lines and attempts
  auto-reconciliation during import
- Add transaction.reconciled event type
- Add ReconciliationMethod type and reconciliation_method on Transaction
- Migration 030: bank_reconciliation
- New reconciliation engine, API routes, and BankReconciliationView component

Pagination (fetchAllRows):
- New lib/supabase/fetch-all.ts overcomes PostgREST 1000-row limit
- Adopted in all report generators, SIE/SRU export, account list APIs

Fiscal period validation:
- New validate-period-duration.ts enforces max 18 months per BFL 3 kap.
- Applied in period-service.ts and fiscal-periods API

Account mapper simplification:
- Remove Levenshtein/fuzzy matching, use exact account number match only

Swedbank parser improvements:
- Support abbreviated headers (Clnr, Bokfdag, Radnr)
- Use Referens column as counterparty

Chart of accounts management:
- Add DELETE endpoint with system account and usage protection
- PUT uses partial updates
- New AccountCombobox, AddAccountDialog, EditAccountDialog, ChartOfAccountsManager

Tax deadline corrections:
- Rewrite inkomstdeklaration_ab using Skatteverket lookup table
- Rewrite arsredovisning deadline to 7 months after FY end per ÅRL 8:3

Onboarding first fiscal year:
- Add first fiscal year toggle with date pickers and 18-month validation

UI terminology:
- Change "okategoriserad/kategorisera" to "obokförd/bokföra" throughout

Report column fix:
- Fix start_date/end_date to period_start/period_end in report queries

Supplier invoice input:
- CreateSupplierInvoiceItemInput uses amount field (legacy quantity/unit_price kept)

Misc:
- SIE import uses upsert for idempotent account creation
- account-descriptions.ts falls back to BAS reference data
- Add invoice_default_notes to CompanySettings
- Update CLAUDE.md to reflect current project state

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-21 14:57:15 +01:00

81 lines
2.6 KiB
TypeScript

import { describe, it, expect } from 'vitest'
import { validatePeriodDuration, monthsBetween } from '../validate-period-duration'
describe('monthsBetween', () => {
it('returns 12 for a standard calendar year', () => {
expect(monthsBetween('2025-01-01', '2025-12-31')).toBe(12)
})
it('returns 18 for an 18-month period', () => {
expect(monthsBetween('2025-07-01', '2026-12-31')).toBe(18)
})
it('returns 1 for a single month', () => {
expect(monthsBetween('2025-03-01', '2025-03-31')).toBe(1)
})
it('returns 3 for a quarter', () => {
expect(monthsBetween('2025-10-01', '2025-12-31')).toBe(3)
})
})
describe('validatePeriodDuration', () => {
it('returns null for a valid 12-month period', () => {
expect(validatePeriodDuration('2025-01-01', '2025-12-31')).toBeNull()
})
it('returns null for exactly 18 months (max allowed)', () => {
expect(validatePeriodDuration('2025-07-01', '2026-12-31')).toBeNull()
})
it('returns null for a short first year (1 month)', () => {
expect(validatePeriodDuration('2025-12-01', '2025-12-31')).toBeNull()
})
it('returns null for a short first year (3 months)', () => {
expect(validatePeriodDuration('2025-10-01', '2025-12-31')).toBeNull()
})
it('returns error for 19 months (exceeds max)', () => {
const result = validatePeriodDuration('2025-06-01', '2026-12-31')
expect(result).toContain('19 months')
expect(result).toContain('18 months')
})
it('returns error when end is before start', () => {
expect(validatePeriodDuration('2025-06-01', '2025-01-31')).toBe(
'Period end must be after period start'
)
})
it('returns error when start is not 1st of month', () => {
expect(validatePeriodDuration('2025-01-15', '2025-12-31')).toBe(
'Period start must be the 1st of a month'
)
})
it('returns error when end is not last day of month', () => {
expect(validatePeriodDuration('2025-01-01', '2025-12-15')).toBe(
'Period end must be the last day of a month'
)
})
it('handles February end correctly (non-leap year)', () => {
expect(validatePeriodDuration('2025-01-01', '2025-02-28')).toBeNull()
})
it('handles February end correctly (leap year)', () => {
expect(validatePeriodDuration('2024-01-01', '2024-02-29')).toBeNull()
})
it('rejects Feb 28 in a leap year (not last day)', () => {
expect(validatePeriodDuration('2024-01-01', '2024-02-28')).toBe(
'Period end must be the last day of a month'
)
})
it('returns null for a broken fiscal year (May-Apr)', () => {
expect(validatePeriodDuration('2025-05-01', '2026-04-30')).toBeNull()
})
})