b996da60ee
* feat(parties): Kontakter register, suggestion queue, dossier and merge Phase 1's two surfaces on top of the parties substrate: - /parties page: one list with the five-way switch (Alla, Kunder, Leverantörer, Förslag, Bara i bokföringen), search, a 12-month/all period picker, and at most one attention line. Confirmed rows show roles as muted text, rhythm, underlag, dominant account and money. Observed rows are computed and never stored; a generic band keeps unattributed spend visible. - Suggestion queue: a reason per row, hard-key rows pre-ticked, bulk confirm behind one dialog, dismiss on hover, undo on the toast. - Dossier slide-over: Pengar, Bokföring, Vad Accounted vet (facts and identities with source and count), Underlag och verifikat, Historik. - Merge dialog with a visible, swappable survivor and undo. - API: GET /api/parties, GET /api/parties/[id], POST suggest, decide, decide/undo, merge, merge/undo (withRouteContext, Zod, 15 tests). - Migration 20260903090000: decide_parties snapshots the reason it clears; undo_party_decisions reverses confirm/dismiss within 30 days; decision kind 'undo'. - The pipeline runs after SIE import and provider migration (non-blocking) so a migrant's register is full on arrival. - Nav entry under Register; sv/en strings. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): pass explicit interpolation values to next-intl next build's type check rejects a typed interface where the translator wants an index-signature record. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): retry label on the load-failed state Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): hard keys for companies without org number, readable names, look-alikes at read time - get_ledger_key_evidence dropped every document for a company whose own org number is NULL (the self check compared against NULL). Replaced in 20260903100000 with a coalesced comparison; pg test covers it. - Display names come from the printed name on documents, otherwise from the voucher text with the AP/AR prefix and supplier number removed. - Look-alike parties (same core, or one core extending the other by whole words: Fortnox / Fortnox Finans) are detected when the register is read, never stored, and feed the Dubblett? chip and the merge dialog. - Queue shows Intäkt beside Kostnad; dossier hides zero money rows and formats bankgiro/plusgiro; merge dialog cancels with Avbryt; no synchronous setState inside effects. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * feat(parties): link every new supplier and customer to a party on write The backfill covered the rows that existed on 2026-09-02; 108 rows created since had no party and never reached the register. A BEFORE INSERT/UPDATE trigger on customers and suppliers now calls ensure_party on every write path at once: find-or-create by org number inside the company, never by name; a private customer gets a kind=person party without any number; a nameless row stays unlinked; a foreign party id is refused with the same error as the composite foreign key; a link to a merged party follows the chain to the survivor; the clear that ON DELETE SET NULL performs is kept. ensure_party lets the trigger act for the row's owner (pg_trigger_depth() > 0); the RPC path is unchanged. The migration also links the rows created since the backfill. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): dossier hides dismissed parties and follows merges to the survivor The register hid archived parties while the dossier still served them by id, and a merged party's dossier pointed at a dead row. Superagent P2 on #2206; three unit tests. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * chore(parties): move the role-link migration past main's 20260903110000 Two files with one version would collide in schema_migrations. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * feat(parties): confirm suggestions into Leverantörer and Kunder, no third noun Founder decision after the walkthrough: users know two words. The page becomes the queue 'Förslag från bokföringen' with 'Bara i bokföringen' beside it; the Kontakter nav entry and the Alla/Kunder/Leverantörer views go. Each suggestion shows what it becomes (Blir), read from the ledger side and changeable per row; confirming calls promote_parties, which creates the supplier and/or customer row from the party's facts, never a duplicate, and is undoable for 30 days through undo_party_promotions (the created rows are archived, the party returns to the queue). Leverantörer and Kunder carry the one attention line that leads here. The dossier offers Lägg upp som leverantör / som kund. Migration 20260903130000, 5 pg tests, route and unit tests updated. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * fix(parties): write bankgiro and plusgiro the way the supplier form does Identities are stored as digits; suppliers carry 5317-0900. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> * chore(parties): move the four queue migrations past main's 20260903170000 Main merged 20260903120000_skattekonto_transactions_realtime_publication with the same version as the role-link trigger; the preview database refused the duplicate key. All four now sit after main's newest so the set applies in one ordered run on prod. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
267 lines
12 KiB
TypeScript
267 lines
12 KiB
TypeScript
import { randomUUID } from 'node:crypto'
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import { describe, expect, it } from 'vitest'
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import { getPool, withUserContext } from './setup'
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import { insertAuthUser, seedCompany } from './fixtures'
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/**
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* Parties, phase 1 (migration 20260902160000): the identity substrate.
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*
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* Pins the four tables, RLS scoping, the org-number normaliser (mirror of
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* lib/invariants/org-number.ts), ensure_party's dedupe-by-org inside a
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* company but never across companies, the live org-number uniqueness that
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* suppliers never had, and the party_id role columns.
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*/
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describe('parties substrate (pg)', () => {
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it('creates the four tables with RLS enabled', async () => {
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const { rows } = await getPool().query<{ tablename: string; rowsecurity: boolean }>(
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`SELECT tablename, rowsecurity FROM pg_tables
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WHERE schemaname = 'public'
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AND tablename IN ('parties', 'party_facts', 'party_identities', 'party_decisions')
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ORDER BY tablename`,
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)
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expect(rows.map((r) => r.tablename)).toEqual(['parties', 'party_decisions', 'party_facts', 'party_identities'])
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expect(rows.every((r) => r.rowsecurity)).toBe(true)
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})
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it('normalize_org_number mirrors the TypeScript rule', async () => {
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const { rows } = await getPool().query<{ a: string | null; b: string | null; c: string | null; d: string | null; e: string | null }>(
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`SELECT public.normalize_org_number('559538-6219') AS a,
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public.normalize_org_number('16559538 6219') AS b,
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public.normalize_org_number('5595386218') AS c,
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public.normalize_org_number('abc') AS d,
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public.normalize_org_number(NULL) AS e`,
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)
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expect(rows[0]!.a).toBe('5595386219')
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expect(rows[0]!.b).toBe('5595386219')
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// wrong check digit
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expect(rows[0]!.c).toBeNull()
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expect(rows[0]!.d).toBeNull()
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expect(rows[0]!.e).toBeNull()
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})
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it('ensure_party dedupes on org number inside a company, never across companies', async () => {
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const a = await seedCompany()
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const b = await seedCompany()
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const q = (companyId: string, userId: string, name: string, org: string | null) =>
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getPool()
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.query<{ id: string }>(`SELECT public.ensure_party($1, $2, $3, $4, 'company', 'manual') AS id`, [
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companyId,
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userId,
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name,
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org,
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])
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.then((r) => r.rows[0]!.id)
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const first = await q(a.companyId, a.userId, 'Telia Sverige AB', '556430-0142')
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const again = await q(a.companyId, a.userId, 'TELIA', '5564300142')
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const other = await q(b.companyId, b.userId, 'Telia Sverige AB', '556430-0142')
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const noOrg1 = await q(a.companyId, a.userId, 'Kvartersfiket', null)
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const noOrg2 = await q(a.companyId, a.userId, 'Kvartersfiket', null)
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expect(again).toBe(first)
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expect(other).not.toBe(first)
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// name-only rows never merge at insert time
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expect(noOrg2).not.toBe(noOrg1)
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const { rows } = await getPool().query<{ display_name: string; org_number: string }>(
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`SELECT display_name, org_number FROM public.parties WHERE id = $1`,
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[first],
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)
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expect(rows[0]).toEqual({ display_name: 'Telia Sverige AB', org_number: '5564300142' })
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})
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it('keeps one live party per org number and company, but lets a merged loser stay', async () => {
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const c = await seedCompany()
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await getPool().query(
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`INSERT INTO public.parties (company_id, user_id, display_name, org_number)
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VALUES ($1, $2, 'Beijer Byggmaterial AB', '5560125790')`,
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[c.companyId, c.userId],
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)
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await expect(
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getPool().query(
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`INSERT INTO public.parties (company_id, user_id, display_name, org_number)
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VALUES ($1, $2, 'BEIJER', '5560125790')`,
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[c.companyId, c.userId],
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),
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).rejects.toMatchObject({ code: '23505' })
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// A merged duplicate leaves the live index, so the loser row survives for undo.
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const { rows } = await getPool().query<{ id: string }>(
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`SELECT id FROM public.parties WHERE company_id = $1 AND org_number = '5560125790'`,
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[c.companyId],
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)
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const winner = rows[0]!.id
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await getPool().query(
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`INSERT INTO public.parties (company_id, user_id, display_name, org_number, merged_into)
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VALUES ($1, $2, 'BEIJER', '5560125790', $3)`,
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[c.companyId, c.userId, winner],
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)
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})
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it('RLS scopes parties and their child rows to the member\'s companies', async () => {
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const mine = await seedCompany()
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const theirs = await seedCompany()
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const stranger = await insertAuthUser(randomUUID())
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const { rows } = await getPool().query<{ id: string }>(
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`INSERT INTO public.parties (company_id, user_id, display_name) VALUES ($1, $2, 'Loopia AB') RETURNING id`,
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[mine.companyId, mine.userId],
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)
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const partyId = rows[0]!.id
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await getPool().query(
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`INSERT INTO public.party_facts (party_id, company_id, user_id, field, value, source)
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VALUES ($1, $2, $3, 'legal_name', '"Loopia AB"'::jsonb, 'registry_scb')`,
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[partyId, mine.companyId, mine.userId],
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)
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await getPool().query(
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`INSERT INTO public.party_identities (party_id, company_id, user_id, scheme, value, source)
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VALUES ($1, $2, $3, 'bankgiro', '55555555', 'document')`,
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[partyId, mine.companyId, mine.userId],
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)
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const visibleToOwner = await withUserContext(mine.userId, async (client) => {
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const p = await client.query(`SELECT count(*)::int AS n FROM public.parties WHERE id = $1`, [partyId])
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const f = await client.query(`SELECT count(*)::int AS n FROM public.party_facts WHERE party_id = $1`, [partyId])
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const i = await client.query(`SELECT count(*)::int AS n FROM public.party_identities WHERE party_id = $1`, [partyId])
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return [p.rows[0].n, f.rows[0].n, i.rows[0].n]
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})
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expect(visibleToOwner).toEqual([1, 1, 1])
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const visibleToOtherCompany = await withUserContext(theirs.userId, async (client) => {
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const p = await client.query(`SELECT count(*)::int AS n FROM public.parties WHERE id = $1`, [partyId])
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return p.rows[0].n
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})
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expect(visibleToOtherCompany).toBe(0)
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const visibleToStranger = await withUserContext(stranger, async (client) => {
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const p = await client.query(`SELECT count(*)::int AS n FROM public.parties WHERE id = $1`, [partyId])
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return p.rows[0].n
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})
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expect(visibleToStranger).toBe(0)
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})
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it('a supplier in a company archived by a migration reset cannot take a party_id (why the backfill skips it)', async () => {
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const frozen = await seedCompany()
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const replacement = await seedCompany()
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const { rows } = await getPool().query<{ id: string }>(
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`INSERT INTO public.suppliers (company_id, user_id, name) VALUES ($1, $2, 'Frozen Supplier') RETURNING id`,
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[frozen.companyId, frozen.userId],
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)
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await getPool().query(
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`INSERT INTO public.company_migration_resets (source_company_id, replacement_company_id, actor_id, reason, confirmation_snapshot, source_counts)
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VALUES ($1, $2, $3, 'pg test: the party backfill must skip archived companies', '{}'::jsonb, '{}'::jsonb)`,
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[frozen.companyId, replacement.companyId, frozen.userId],
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)
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const before = await getPool().query<{ party_id: string | null }>(`SELECT party_id FROM public.suppliers WHERE id = $1`, [rows[0]!.id])
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await expect(getPool().query(`UPDATE public.suppliers SET party_id = NULL WHERE id = $1`, [rows[0]!.id])).rejects.toMatchObject({ code: 'P0001' })
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const still = await getPool().query<{ party_id: string | null }>(`SELECT party_id FROM public.suppliers WHERE id = $1`, [rows[0]!.id])
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expect(still.rows[0]!.party_id).toBe(before.rows[0]!.party_id)
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})
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it('ensure_party refuses a p_user_id that is not the authenticated caller', async () => {
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const mine = await seedCompany()
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const other = await seedCompany()
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await expect(
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withUserContext(mine.userId, (client) =>
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client.query(`SELECT public.ensure_party($1, $2, 'Spoofed AB', NULL, 'company', 'manual')`, [mine.companyId, other.userId]),
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),
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).rejects.toMatchObject({ code: '42501' })
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const own = await withUserContext(mine.userId, async (client) => {
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const { rows } = await client.query<{ id: string }>(
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`SELECT public.ensure_party($1, $2, 'Own AB', NULL, 'company', 'manual') AS id`,
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[mine.companyId, mine.userId],
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)
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return rows[0]!.id
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})
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expect(own).toMatch(/^[0-9a-f-]{36}$/)
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})
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it('refuses to attach facts, identities, decisions, roles or merges to another company\'s party', async () => {
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const mine = await seedCompany()
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const theirs = await seedCompany()
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const { rows } = await getPool().query<{ id: string }>(
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`INSERT INTO public.parties (company_id, user_id, display_name) VALUES ($1, $2, 'Telenor Sverige AB') RETURNING id`,
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[theirs.companyId, theirs.userId],
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)
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const foreignParty = rows[0]!.id
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const fk = { code: '23503' }
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await expect(
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getPool().query(
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`INSERT INTO public.party_facts (party_id, company_id, user_id, field, value, source)
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VALUES ($1, $2, $3, 'legal_name', '"x"'::jsonb, 'user')`,
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[foreignParty, mine.companyId, mine.userId],
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),
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).rejects.toMatchObject(fk)
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await expect(
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getPool().query(
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`INSERT INTO public.party_identities (party_id, company_id, user_id, scheme, value, source)
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VALUES ($1, $2, $3, 'bankgiro', '12345678', 'user')`,
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[foreignParty, mine.companyId, mine.userId],
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),
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).rejects.toMatchObject(fk)
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await expect(
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getPool().query(
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`INSERT INTO public.party_decisions (party_id, company_id, user_id, kind) VALUES ($1, $2, $3, 'confirm')`,
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[foreignParty, mine.companyId, mine.userId],
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),
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).rejects.toMatchObject(fk)
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await expect(
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getPool().query(
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`INSERT INTO public.suppliers (company_id, user_id, name, party_id) VALUES ($1, $2, 'Telenor', $3)`,
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[mine.companyId, mine.userId, foreignParty],
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),
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).rejects.toMatchObject(fk)
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await expect(
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getPool().query(
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`INSERT INTO public.customers (company_id, user_id, name, party_id) VALUES ($1, $2, 'Telenor', $3)`,
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[mine.companyId, mine.userId, foreignParty],
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),
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).rejects.toMatchObject(fk)
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await expect(
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getPool().query(
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`INSERT INTO public.parties (company_id, user_id, display_name, merged_into) VALUES ($1, $2, 'Telenor dup', $3)`,
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[mine.companyId, mine.userId, foreignParty],
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),
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).rejects.toMatchObject(fk)
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})
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it('customers and suppliers carry a nullable party_id that clears when the party goes', async () => {
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const c = await seedCompany()
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const party = await getPool().query<{ id: string }>(
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`SELECT public.ensure_party($1, $2, 'Dustin Sverige AB', '5566661012', 'company', 'manual') AS id`,
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[c.companyId, c.userId],
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)
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const partyId = party.rows[0]!.id
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const supplier = await getPool().query<{ id: string }>(
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`INSERT INTO public.suppliers (company_id, user_id, name, org_number, party_id)
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VALUES ($1, $2, 'Dustin Sverige AB', '556666-1012', $3) RETURNING id`,
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[c.companyId, c.userId, partyId],
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)
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const customer = await getPool().query<{ id: string }>(
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`INSERT INTO public.customers (company_id, user_id, name, org_number, party_id)
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VALUES ($1, $2, 'Dustin Sverige AB', '556666-1012', $3) RETURNING id`,
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[c.companyId, c.userId, partyId],
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)
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const linked = await getPool().query<{ n: number }>(
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`SELECT (SELECT count(*) FROM public.suppliers WHERE party_id = $1)::int
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+ (SELECT count(*) FROM public.customers WHERE party_id = $1)::int AS n`,
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[partyId],
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)
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expect(linked.rows[0]!.n).toBe(2)
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await getPool().query(`DELETE FROM public.parties WHERE id = $1`, [partyId])
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const after = await getPool().query<{ s: string | null; c: string | null }>(
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`SELECT (SELECT party_id FROM public.suppliers WHERE id = $1) AS s,
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(SELECT party_id FROM public.customers WHERE id = $2) AS c`,
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[supplier.rows[0]!.id, customer.rows[0]!.id],
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)
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expect(after.rows[0]).toEqual({ s: null, c: null })
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const companies = await getPool().query<{ s: string | null; c: string | null }>(
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`SELECT (SELECT company_id FROM public.suppliers WHERE id = $1) AS s,
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(SELECT company_id FROM public.customers WHERE id = $2) AS c`,
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[supplier.rows[0]!.id, customer.rows[0]!.id],
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)
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// SET NULL names party_id only: the role row keeps its company.
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expect(companies.rows[0]).toEqual({ s: c.companyId, c: c.companyId })
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})
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})
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