Files
accounted/tests/helpers.ts
T
Jakob WennbergandClaude Opus 4.6 d9c95a7b59 feat: counterparty templates with multi-line patterns, batch matching, and settings cleanup (#118)
* feat: separate AR/AP/accounting into distinct nav groups (#92)

Split the flat "Finans" sidebar group into three visually distinct
sections — Försäljning (AR), Inköp (AP), and Redovisning — so users
coming from Fortnox immediately find customer invoicing and supplier
invoices as top-level concepts.

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

* feat: journal entry detail view, correction chain, and account name display

- Add journal entry detail page at /bookkeeping/[id] with full entry view
- Add correction chain API and component showing storno relationships
- Add JournalEntryStatusBadge component for entry status display
- Show debit/credit account names in template picker and review dialogs
- Expand client-side BAS account name mapping with additional accounts
- Show account codes on transaction inbox suggestion buttons

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

* fix: address review feedback — N+1 query, duplicate name, nav dedup

- Batch reverse-lookup into single query per BFS iteration (was N+1)
- Differentiate account 2393 from 2893 in display names
- Extract shared loop for desktop/mobile nav group rendering

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

* feat: counterparty templates, Skatteverket extension, VAT form completeness, and UI cleanup

- Add counterparty-based categorization templates (learned from user approvals
  and auto-ingestion) with fuzzy matching in the mapping engine
- Add Skatteverket extension for direct VAT declaration submission via API
- Complete VAT declaration form with all 30 SKV 4700 boxes (ruta 08, 35-42, 50, 60-62)
- Fix ruta 49 formula to include import VAT (ruta 60+61+62)
- Simplify dashboard UI: remove redundant icons from stat cards, customer cards,
  invoice list, supplier invoices; use Badge variants consistently
- Add SkatteverketPanel component to reports page
- Add categorization_templates and skatteverket_tokens migrations
- Update tests and helpers for new types

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

* fix: address PR review feedback — VAT detection, migration timestamps, dedup

- Fix detectVatTreatment to derive actual rate (12%/6%) from VAT line
  description instead of hardcoding standard_25
- Rename skatteverket_tokens migration to 20260324120001 to avoid
  duplicate timestamp with categorization_templates (fixes Supabase
  deployment failure)
- Make refreshAccessToken accept previousRefreshCount param to enforce
  refresh limit contract at the type level
- Fix rate limiter TOCTOU by claiming slot before await
- Extract formatRedovisare/formatRedovisningsperiod to shared
  lib/skatteverket/format.ts — eliminates duplication between
  mappers.ts and SkatteverketPanel.tsx

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

* feat: multi-line counterparty templates, batch matching, settings restructure

Counterparty template engine:
- Multi-line booking patterns (line_pattern JSONB) for complex entries
  with split VAT, tax accounts, and ratio-based allocation
- Batch matching (findCounterpartyTemplatesBatch) — 1 DB query for all
  transactions instead of up to 3 per transaction
- SIE voucher population (populateTemplatesFromSieVouchers) — extracts
  patterns from historical vouchers on import with dominance filtering
- Source priority system (user_approved > sie_import > auto_learned)
- Centralized counterparty: prefix helpers to prevent string fragility
- Fix: re-approval path now updates line_pattern

Transaction categorization:
- /describe route returns counterparty_match in parallel with templates/AI
- /categorize route accepts counterparty_template_id for direct booking
- /suggest-categories uses batch matching, injects counterparty suggestions
- transaction-entries supports all_lines_complete for multi-line patterns

UI:
- TemplatePicker shows "Tidigare motparter" section (no AI extension needed)
- DescribeTransactionDialog shows counterparty match card with detail
- QuickReviewDialog supports counterparty line patterns
- JournalEntryPreview renders multi-line patterns with VAT/ratio math
- Inline LinePatternEntry types replaced with shared import from @/types

Settings restructure:
- 8 tabs → 5: merged Säkerhet + Utseende + Kalender into Konto
- Renamed "Motparter" → "Mallar"
- CounterpartyTemplatesPanel: click-to-expand detail view with account
  lines, VAT, confidence, aliases, and delete

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

* fix: address PR review — account_override guard, DELETE body parsing, stale test

- Block account_override when counterparty_template_id is set (prevents
  corrupting stored template via override → upsert correction path)
- Wrap DELETE request.json() in try-catch for malformed body (400 not 500)
- Clean up stale 3-query mock enqueues in test for batch-based find

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-25 14:54:53 +01:00

692 lines
18 KiB
TypeScript

/**
* Shared test helpers — mock factories and fixture builders
*/
import { vi } from 'vitest'
import type {
Receipt,
Transaction,
FiscalPeriod,
JournalEntry,
JournalEntryLine,
DocumentAttachment,
TaxCode,
Invoice,
InvoicePayment,
Customer,
Supplier,
SupplierInvoice,
CompanySettings,
InvoiceInboxItem,
CategorizationTemplate,
} from '@/types'
import type { SIEVoucher, SIETransactionLine } from '@/lib/import/types'
// ============================================================
// Chainable Supabase mock
// ============================================================
/**
* Creates a deeply chainable mock that mirrors the Supabase client API.
*
* Usage:
* const { supabase, mockResult } = createMockSupabase()
* mockResult({ data: [...], error: null })
* const { data } = await supabase.from('table').select('*').eq('id', '1').single()
*/
export function createMockSupabase() {
// The value that terminal calls (.single(), .maybeSingle(), or the chain itself) resolve to
let pendingResult: { data: unknown; error: unknown; count?: number | null } = {
data: null,
error: null,
}
const mockResult = (result: {
data?: unknown
error?: unknown
count?: number | null
}) => {
pendingResult = {
data: result.data ?? null,
error: result.error ?? null,
count: result.count ?? null,
}
}
// Build a proxy that returns itself for any chained method call,
// and resolves to pendingResult when awaited.
const buildChain = (): unknown => {
const handler: ProxyHandler<object> = {
get(_target, prop) {
if (prop === 'then') {
// Make the chain thenable — resolves to pendingResult
return (resolve: (v: unknown) => void) => resolve(pendingResult)
}
// Return a function that returns a new chain
return (..._args: unknown[]) => buildChain()
},
}
return new Proxy({}, handler)
}
// Storage mock
const storageMock = {
from: vi.fn().mockReturnValue({
upload: vi.fn().mockResolvedValue({ data: {}, error: null }),
download: vi.fn().mockResolvedValue({
data: new Blob(['test']),
error: null,
}),
remove: vi.fn().mockResolvedValue({ data: [], error: null }),
getPublicUrl: vi.fn().mockReturnValue({
data: { publicUrl: 'https://example.com/file.jpg' },
}),
}),
}
const supabase = {
from: vi.fn().mockImplementation(() => buildChain()),
rpc: vi.fn().mockImplementation(() => buildChain()),
storage: storageMock,
}
return { supabase, mockResult }
}
// ============================================================
// Fixture factories
// ============================================================
let _counter = 0
const nextId = () => `test-${++_counter}`
export function makeReceipt(overrides: Partial<Receipt> = {}): Receipt {
return {
id: nextId(),
user_id: 'user-1',
image_url: 'https://example.com/receipt.jpg',
image_thumbnail_url: null,
status: 'confirmed',
extraction_confidence: 0.95,
merchant_name: 'ICA Maxi',
merchant_org_number: null,
merchant_vat_number: null,
receipt_date: '2024-06-15',
receipt_time: '14:30',
total_amount: 299.0,
currency: 'SEK',
vat_amount: 59.8,
is_restaurant: false,
is_systembolaget: false,
is_foreign_merchant: false,
representation_persons: null,
representation_purpose: null,
representation_business_connection: null,
source: 'upload',
email_from: null,
matched_transaction_id: null,
match_confidence: null,
raw_extraction: null,
created_at: '2024-06-15T14:30:00Z',
updated_at: '2024-06-15T14:30:00Z',
...overrides,
}
}
export function makeTransaction(overrides: Partial<Transaction> = {}): Transaction {
return {
id: nextId(),
user_id: 'user-1',
bank_connection_id: null,
external_id: null,
date: '2024-06-15',
description: 'ICA MAXI STOCKHOLM',
amount: -299.0,
currency: 'SEK',
amount_sek: null,
exchange_rate: null,
exchange_rate_date: null,
category: 'uncategorized',
is_business: null,
invoice_id: null,
supplier_invoice_id: null,
potential_invoice_id: null,
potential_supplier_invoice_id: null,
journal_entry_id: null,
mcc_code: null,
merchant_name: 'ICA Maxi',
reconciliation_method: null,
receipt_id: null,
import_source: null,
reference: null,
notes: null,
created_at: '2024-06-15T14:30:00Z',
updated_at: '2024-06-15T14:30:00Z',
...overrides,
}
}
export function makeFiscalPeriod(overrides: Partial<FiscalPeriod> = {}): FiscalPeriod {
return {
id: nextId(),
user_id: 'user-1',
name: 'FY 2024',
period_start: '2024-01-01',
period_end: '2024-12-31',
is_closed: false,
closed_at: null,
locked_at: null,
retention_expires_at: null,
opening_balances_set: false,
closing_entry_id: null,
opening_balance_entry_id: null,
previous_period_id: null,
created_at: '2024-01-01T00:00:00Z',
updated_at: '2024-01-01T00:00:00Z',
...overrides,
}
}
export function makeJournalEntry(overrides: Partial<JournalEntry> = {}): JournalEntry {
return {
id: nextId(),
user_id: 'user-1',
fiscal_period_id: 'period-1',
voucher_number: 1,
voucher_series: 'A',
entry_date: '2024-06-15',
description: 'Test entry',
source_type: 'manual',
source_id: null,
status: 'posted',
committed_at: '2024-06-15T14:30:00Z',
reversed_by_id: null,
reverses_id: null,
correction_of_id: null,
attachment_urls: null,
created_at: '2024-06-15T14:30:00Z',
updated_at: '2024-06-15T14:30:00Z',
...overrides,
}
}
export function makeJournalEntryLine(
overrides: Partial<JournalEntryLine> = {}
): JournalEntryLine {
return {
id: nextId(),
journal_entry_id: 'entry-1',
account_number: '1930',
account_id: null,
debit_amount: 0,
credit_amount: 0,
currency: 'SEK',
amount_in_currency: null,
exchange_rate: null,
line_description: null,
tax_code: null,
cost_center: null,
project: null,
sort_order: 0,
created_at: '2024-06-15T14:30:00Z',
...overrides,
}
}
export function makeDocumentAttachment(
overrides: Partial<DocumentAttachment> = {}
): DocumentAttachment {
return {
id: nextId(),
user_id: 'user-1',
storage_path: 'documents/user-1/file.pdf',
file_name: 'file.pdf',
file_size_bytes: 1024,
mime_type: 'application/pdf',
sha256_hash: 'abc123',
version: 1,
original_id: null,
superseded_by_id: null,
is_current_version: true,
uploaded_by: 'user-1',
upload_source: 'file_upload',
digitization_date: '2024-06-15T14:30:00Z',
journal_entry_id: null,
journal_entry_line_id: null,
prev_version_hash: null,
last_integrity_check_at: null,
created_at: '2024-06-15T14:30:00Z',
updated_at: '2024-06-15T14:30:00Z',
...overrides,
}
}
export function makeTaxCode(overrides: Partial<TaxCode> = {}): TaxCode {
return {
id: nextId(),
user_id: null,
code: 'MP1',
description: 'Utgående moms 25%',
rate: 25,
moms_basis_boxes: ['05'],
moms_tax_boxes: ['10'],
moms_input_boxes: [],
is_output_vat: true,
is_reverse_charge: false,
is_eu: false,
is_export: false,
is_oss: false,
is_system: true,
created_at: '2024-01-01T00:00:00Z',
updated_at: '2024-01-01T00:00:00Z',
...overrides,
}
}
export function makeInvoice(overrides: Partial<Invoice> = {}): Invoice {
return {
id: nextId(),
user_id: 'user-1',
customer_id: 'customer-1',
invoice_number: 'F-2024001',
invoice_date: '2024-06-15',
due_date: '2024-07-15',
status: 'draft',
currency: 'SEK',
exchange_rate: null,
exchange_rate_date: null,
subtotal: 10000,
subtotal_sek: null,
vat_amount: 2500,
vat_amount_sek: null,
total: 12500,
total_sek: null,
vat_treatment: 'standard_25',
vat_rate: 25,
moms_ruta: '10',
your_reference: null,
our_reference: null,
notes: null,
reverse_charge_text: null,
credited_invoice_id: null,
document_type: 'invoice',
converted_from_id: null,
paid_at: null,
paid_amount: null,
remaining_amount: 12500,
created_at: '2024-06-15T14:30:00Z',
updated_at: '2024-06-15T14:30:00Z',
...overrides,
}
}
export function makeInvoicePayment(
overrides: Partial<InvoicePayment> = {}
): InvoicePayment {
return {
id: nextId(),
user_id: 'user-1',
invoice_id: 'invoice-1',
payment_date: '2024-07-01',
amount: 12500,
currency: 'SEK',
exchange_rate: null,
exchange_rate_difference: 0,
journal_entry_id: null,
transaction_id: null,
notes: null,
created_at: '2024-07-01T00:00:00Z',
...overrides,
}
}
export function makeCustomer(overrides: Partial<Customer> = {}): Customer {
return {
id: nextId(),
user_id: 'user-1',
name: 'Test AB',
customer_type: 'swedish_business',
email: 'kontakt@test.se',
phone: null,
address_line1: 'Storgatan 1',
address_line2: null,
postal_code: '111 22',
city: 'Stockholm',
country: 'SE',
org_number: '5566778899',
vat_number: 'SE556677889901',
vat_number_validated: true,
vat_number_validated_at: '2024-01-01T00:00:00Z',
default_payment_terms: 30,
notes: null,
created_at: '2024-01-01T00:00:00Z',
updated_at: '2024-01-01T00:00:00Z',
...overrides,
}
}
export function makeSupplier(overrides: Partial<Supplier> = {}): Supplier {
return {
id: nextId(),
user_id: 'user-1',
name: 'Leverantör AB',
supplier_type: 'swedish_business',
email: 'info@leverantor.se',
phone: null,
address_line1: 'Industrivägen 5',
address_line2: null,
postal_code: '123 45',
city: 'Göteborg',
country: 'SE',
org_number: '5599887766',
vat_number: null,
bankgiro: '123-4567',
plusgiro: null,
bank_account: null,
iban: null,
bic: null,
default_expense_account: '6200',
default_payment_terms: 30,
default_currency: 'SEK',
notes: null,
created_at: '2024-01-01T00:00:00Z',
updated_at: '2024-01-01T00:00:00Z',
...overrides,
}
}
export function makeSupplierInvoice(
overrides: Partial<SupplierInvoice> = {}
): SupplierInvoice {
return {
id: nextId(),
user_id: 'user-1',
supplier_id: 'supplier-1',
arrival_number: 1,
supplier_invoice_number: 'LF-001',
invoice_date: '2024-06-01',
due_date: '2024-07-01',
received_date: '2024-06-02',
delivery_date: null,
status: 'registered',
currency: 'SEK',
exchange_rate: null,
exchange_rate_date: null,
subtotal: 8000,
subtotal_sek: null,
vat_amount: 2000,
vat_amount_sek: null,
total: 10000,
total_sek: null,
vat_treatment: 'standard_25',
reverse_charge: false,
payment_reference: null,
paid_at: null,
paid_amount: 0,
remaining_amount: 10000,
is_credit_note: false,
credited_invoice_id: null,
registration_journal_entry_id: null,
payment_journal_entry_id: null,
transaction_id: null,
document_id: null,
notes: null,
created_at: '2024-06-02T00:00:00Z',
updated_at: '2024-06-02T00:00:00Z',
...overrides,
}
}
export function makeCompanySettings(
overrides: Partial<CompanySettings> = {}
): CompanySettings {
return {
id: nextId(),
user_id: 'user-1',
entity_type: 'enskild_firma',
company_name: 'Test Firma',
org_number: '199001011234',
address_line1: 'Testgatan 1',
address_line2: null,
postal_code: '111 22',
city: 'Stockholm',
country: 'SE',
phone: null,
email: null,
f_skatt: true,
vat_registered: true,
vat_number: null,
moms_period: 'quarterly',
fiscal_year_start_month: 1,
preliminary_tax_monthly: null,
bank_name: null,
clearing_number: null,
account_number: null,
bankgiro: null,
iban: null,
bic: null,
accounting_method: 'accrual',
invoice_prefix: 'F',
next_invoice_number: 1,
next_delivery_note_number: 1,
invoice_default_days: 30,
invoice_default_notes: null,
onboarding_step: 6,
onboarding_complete: true,
sector_slug: null,
is_sandbox: false,
created_at: '2024-01-01T00:00:00Z',
updated_at: '2024-01-01T00:00:00Z',
...overrides,
}
}
export function makeInvoiceInboxItem(
overrides: Partial<InvoiceInboxItem> = {}
): InvoiceInboxItem {
return {
id: nextId(),
user_id: 'user-1',
status: 'pending',
source: 'upload',
email_from: null,
email_subject: null,
email_received_at: null,
document_id: null,
extracted_data: null,
confidence: null,
matched_supplier_id: null,
created_supplier_invoice_id: null,
error_message: null,
document_type: 'supplier_invoice',
linked_receipt_id: null,
raw_email_payload: null,
suggested_template_id: null,
suggested_template_confidence: null,
matched_transaction_id: null,
match_confidence: null,
match_method: null,
created_at: '2024-06-15T14:30:00Z',
updated_at: '2024-06-15T14:30:00Z',
...overrides,
}
}
// ============================================================
// API Route Test Helpers
// ============================================================
/**
* Build a Request object for testing Next.js API route handlers.
*/
export function createMockRequest(
url: string,
options?: {
method?: string
body?: unknown
searchParams?: Record<string, string>
}
): Request {
const fullUrl = new URL(url, 'http://localhost:3000')
if (options?.searchParams) {
for (const [key, value] of Object.entries(options.searchParams)) {
fullUrl.searchParams.set(key, value)
}
}
return new Request(fullUrl.toString(), {
method: options?.method || 'GET',
headers: { 'Content-Type': 'application/json' },
...(options?.body ? { body: JSON.stringify(options.body) } : {}),
})
}
/**
* Parse NextResponse to {status, body}.
*/
export async function parseJsonResponse<T = unknown>(
response: Response
): Promise<{ status: number; body: T }> {
const body = (await response.json()) as T
return { status: response.status, body }
}
/**
* Build Promise-based params for Next.js 16 dynamic routes.
*/
export function createMockRouteParams<T extends Record<string, string>>(
params: T
): { params: Promise<T> } {
return { params: Promise.resolve(params) }
}
/**
* Queue-based Supabase mock for routes with multiple sequential DB calls.
*
* Each call to `.from()` or `.rpc()` consumes the next result in the queue.
*/
export function createQueuedMockSupabase() {
const queue: { data: unknown; error: unknown; count?: number | null }[] = []
const enqueue = (result: {
data?: unknown
error?: unknown
count?: number | null
}) => {
queue.push({
data: result.data ?? null,
error: result.error ?? null,
count: result.count ?? null,
})
}
const enqueueMany = (
results: { data?: unknown; error?: unknown; count?: number | null }[]
) => {
for (const r of results) {
enqueue(r)
}
}
const reset = () => {
queue.length = 0
}
const buildChain = (): unknown => {
// Capture the result at chain creation (when from/rpc is called)
const result = queue.shift() || { data: null, error: null, count: null }
const handler: ProxyHandler<object> = {
get(_target, prop) {
if (prop === 'then') {
return (resolve: (v: unknown) => void) => resolve(result)
}
return (..._args: unknown[]) => buildChain2(result)
},
}
return new Proxy({}, handler)
}
// Inner chain methods reuse the same result
const buildChain2 = (result: {
data: unknown
error: unknown
count?: number | null
}): unknown => {
const handler: ProxyHandler<object> = {
get(_target, prop) {
if (prop === 'then') {
return (resolve: (v: unknown) => void) => resolve(result)
}
return (..._args: unknown[]) => buildChain2(result)
},
}
return new Proxy({}, handler)
}
const storageMock = {
from: vi.fn().mockReturnValue({
upload: vi.fn().mockResolvedValue({ data: {}, error: null }),
download: vi.fn().mockResolvedValue({
data: new Blob(['test']),
error: null,
}),
remove: vi.fn().mockResolvedValue({ data: [], error: null }),
getPublicUrl: vi.fn().mockReturnValue({
data: { publicUrl: 'https://example.com/file.jpg' },
}),
}),
}
const supabase = {
from: vi.fn().mockImplementation(() => buildChain()),
rpc: vi.fn().mockImplementation(() => buildChain()),
storage: storageMock,
auth: {
getUser: vi.fn(),
},
}
return { supabase, enqueue, enqueueMany, reset }
}
export function makeCategorizationTemplate(
overrides: Partial<CategorizationTemplate> = {}
): CategorizationTemplate {
return {
id: nextId(),
user_id: 'user-1',
counterparty_name: 'telia',
counterparty_aliases: ['telia sverige ab'],
debit_account: '6200',
credit_account: '1930',
vat_treatment: 'standard_25',
vat_account: '2641',
category: 'expense_telecom',
occurrence_count: 5,
confidence: 0.7,
last_seen_date: '2024-06-15',
source: 'user_approved',
line_pattern: null,
is_active: true,
created_at: '2024-01-01T00:00:00Z',
updated_at: '2024-06-15T00:00:00Z',
...overrides,
}
}
export function makeSIEVoucher(
overrides: Partial<Omit<SIEVoucher, 'lines'>> & { lines?: SIETransactionLine[] } = {}
): SIEVoucher {
return {
series: 'A',
number: 1,
date: new Date(2024, 5, 15), // June 15, 2024
description: 'Faktura',
lines: [
{ account: '1930', amount: -1000 },
{ account: '6200', amount: 800 },
{ account: '2641', amount: 200 },
],
...overrides,
}
}