98cd253bce
* feat: import system improvements, INK2 fix, and Swedish text corrections - SIE parser: Windows-1252 and CP437 encoding detection and decoding - Bank file parser: add Nordea Business (Företag) CSV format - Bank file parser: improve format detection for SEB, Länsförsäkringar, generic CSV - INK2 engine: calculate årets resultat (7222) from income statement for open fiscal years - Dashboard: parallel Supabase queries, simplified dashboard page - Fix Swedish characters (å, ä, ö) in BAS data descriptions, validation messages, AI consent disclosures - Import wizard UI improvements across all steps - Migration: add 'bas_range' match type to sie_account_mappings constraint - Extensive new tests for SIE parser encoding and bank file parser Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: arcim migration wizard UX fixes, Sentry setup, and extension scaffolding Arcim migration wizard improvements: - Progress bar now excludes non-interactive steps (migrating/result) - Fix OAuth text to match target="_blank" behavior (new tab, not redirect) - Display month names instead of "Månad X" in preview - Fix Swedish typo "förifylla" in no-company-info message - Replace native checkboxes with shadcn Switch in options step - Add ConfirmationDialog before starting migration - Show progress percentage during migration - Add "Nästa steg" guidance and navigation links in result step - Add "Försök igen" button in error state (returns to options) - Add Bokio company ID help text (GUID from URL) - Add Fortnox integration add-on hint on connection failure Also includes: SIE import system improvements, INK2 fixes, Swedish text corrections, Sentry error tracking setup, and arcim-migration extension scaffolding. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: address PR review feedback - Fix OAuth error recovery blank page (restore provider from URL params) - Pass real userId to MigrationWizard instead of empty string - Remove ~50 debug console.log statements from sie-import.ts - Fix comment referencing account 3740 → 3741 Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * feat: comprehensive UI design audit and normalization Dashboard audit: - Fix muted-foreground contrast (4.31:1 → 5.08:1) for WCAG AA - Add prefers-reduced-motion media query for all animations - Replace border-l-2 accent anti-pattern with subtle full-border colors - Add aria-expanded to toggle buttons, role="status" to live counters - Fix touch targets on deadline buttons (28px → 36px) - Vary section spacing for rhythm (mb-12/mb-10/mb-8) - Remove unused imports and dead code Transactions audit + hardening: - Add pagination (200 per page) with "Ladda fler" button - Replace height animation with transform-only exit animation - Show batch progress in floating action bar during processing - Fix batch bar mobile overlap (bottom-20 on mobile) - Replace clickable badges with proper button elements - Add safe area padding to fullscreen swipe view - Add response.ok check to suggestion fetch - Add truncation to invoice number buttons Invoicing audit: - Remove border-l-4 accent pattern from invoice cards - Replace string concatenation with cn() utility Systemic sweep (34 files): - All page headings: font-bold → font-display font-medium (Fraunces) - All stat numbers: font-bold → font-display font-medium tabular-nums - All hard-coded blue/amber/emerald colors → design tokens - Remove all dark mode overrides (tokens handle automatically) - Tint pure white card background to 99% Design context added to CLAUDE.md with brand personality, aesthetic direction, and 5 design principles. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: bookkeeping flow audit — design system, accessibility, UX - Replace raw <select> with shadcn Select component (JournalEntryForm) - Add confirmation dialog for account deletion (ChartOfAccountsManager) - Remove console.error from production code (JournalEntryList, JournalEntryForm) - Fix contradictory h-7/min-h-[44px] button sizing → h-10 (ChartOfAccountsManager) - Increase BAS catalog "Lägg till" touch target h-7 → h-9 - Improve loading state with spinner (JournalEntryList) - Improve empty state with icon, description, and guidance (JournalEntryList) - Add response.ok check on journal entry fetch - Add aria-expanded to entry expand buttons - Add tabular-nums to desktop debit/credit columns Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: onboarding and empty state improvements Onboarding: - Replace font-serif with font-display (Fraunces) for brand consistency - Remove console.error calls from production code Empty states: - Fix broken /transactions/new link in EmptyTransactions (route doesn't exist) - Add actionHref fallback to EmptyCustomers when no onAction prop provided - Improve EmptyTransactions description copy Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: clarify Swedish UX copy — terminology, errors, descriptions Terminology consistency: - "Försenad" → "Förfallen" for overdue invoices (customers/[id]) - "bokföringsorder" → actionable description in bookkeeping page - "verifikation har bifogats" → "underlag har bifogats" in doc warning - "Fortsätt ändå" → "Bokför utan underlag" (specific action) Error messages — replace generic "Fel" + "Något gick fel" with specific: - "Något gick fel vid bokföring" → "Transaktionen kunde inte bokföras" - "Något gick fel vid matchning" → "Transaktionen kunde inte matchas" - "Kunde inte hämta X" → "Kunde inte ladda X" + recovery hint - Add "Försök igen" guidance to all error toasts Page descriptions — replace redundant with actionable: - Invoices: "Skapa och hantera" → "Skicka, följ betalningar, skapa kreditnotor" - Bookkeeping: list of features → actionable description Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: design critique — dashboard affordance, reports description Dashboard: - Add ChevronRight indicator to clickable summary cards (Att få betalt, Koppla bank) to distinguish from static cards - Add cursor-pointer to linked cards Reports: - Replace feature list description with actionable guidance "Huvudbok, grundbok..." → "Generera skattedeklarationer..." Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: replace generic "Fel" error toasts with specific messages Deadlines: 5 generic "Fel" → specific per-action titles (create, toggle, edit, delete, load) Expenses detail: 5 generic "Fel" → specific per-action titles (load, approve, pay, credit, delete) Expenses new: 3 generic "Fel" → instructional validation messages (supplier name, supplier selection, invoice number) Customers: 1 generic "Fel" → specific load error with recovery hint All error toasts now follow pattern: title = what failed, description = how to recover Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: replace all remaining generic "Fel" error toasts (37 instances) Systematic sweep across 12 dashboard pages replacing generic title: 'Fel' with context-specific error titles: - Load errors: "Kunde inte ladda [resurs]" - Action errors: "[Åtgärd] misslyckades" - Validation: "[Fält] saknas" Every error toast now tells the user what failed without needing to read the description. Recovery hints added where missing. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: import flow — normalize stat typography, remove console.warn - Replace font-bold with font-display font-medium on 13 stat numbers across SIEPreviewStep, BankFilePreviewStep, BankFileConfirmStep, ImportResultStep (missed by systemic sweep since these are in components/import/, not app/(dashboard)/) - Add tabular-nums to stat numbers displaying counts/currency - Remove console.warn in ArcimMigrationWorkspace Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: final cleanup — console statements, remaining font-bold stats Remove production console statements: - Step1EntityType: remove debug console.warn (dead code after onNext) - TransactionBookingDialog: remove console.error on doc link failure - JournalEntryAttachments: remove 3 console.error calls Normalize remaining font-bold stat displays: - SwipeCategorizationView: 3 instances (completion, amount displays) - NEDeclarationView: yearly result heading + value Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review feedback loadMoreTransactions: add inbox item enrichment matching fetchTransactions - Paginated transactions now fetch invoice_inbox_items in parallel - Fixes missing document indicator, template suggestions, and inbox match card for transactions loaded via "Ladda fler" fetchAllPages: add maxPages guard (default 500) to prevent infinite loop - If Arcim gateway returns hasMore:true indefinitely, the loop now exits after 500 pages instead of running forever Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * docs: minimize CLAUDE.md — remove derivable content, fix stale data Remove ~230 lines (51% reduction) of content that duplicates what's already in the source code (directory tree, function tables, type definitions, migration lists). Update migration count (63→65), add missing test helpers, fix cron job list. Keep all high-value sections: accounting guard rails, BAS accounts, VAT rutor, design context. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: enable banking hardening, arcim entity inference, SIE import fixes, and onboarding improvements - Enable Banking: OAuth CSRF state tokens, JWT caching, retry with timeouts, raw PSD2 response archival (BFL 7 kap), expired/error connection UI, consent expiry notifications, pagination safety limits - Arcim migration: Smarter entity type inference from org numbers, VAT prefixes, company name suffixes (GmbH, Ltd, etc.), and country codes - SIE import: Parser and import fixes with new migration - BAS accounts: Added vehicle accounts (1241, 1242, 1249, 1259) - Dashboard: New SIE import and stale uncategorized transaction queries - Onboarding: Enhanced NewUserChecklist - Period service: Improvements with updated tests - Transaction ingest: Updated logic and tests Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address Greptile review — credit note type, EU country codes, notification thresholds, migration timestamps - Fix dead ternary: credit notes now correctly stored as 'credit_note' instead of 'invoice' - Add 'GR' (Greece ISO 3166-1) to EU_COUNTRIES alongside 'EL' (VAT prefix) - Fix consent notification condition: fire at exactly 7 days or ≤3 days, not every day in 7-day window - Deduplicate migration timestamps: rename SIE migration to 20260316120100 Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
784 lines
28 KiB
TypeScript
784 lines
28 KiB
TypeScript
/**
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* Tests for the generic transaction ingestion pipeline.
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*
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* Covers deduplication, insert, invoice matching, auto-categorization,
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* and result aggregation.
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*/
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import { describe, it, expect, vi, beforeEach } from 'vitest'
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import { ingestTransactions, type RawTransaction } from '../ingest'
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import { makeJournalEntry, makeTransaction } from '@/tests/helpers'
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// ---------------------------------------------------------------------------
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// Mocks
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// ---------------------------------------------------------------------------
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const mockEvaluateMappingRules = vi.fn()
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vi.mock('@/lib/bookkeeping/mapping-engine', () => ({
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evaluateMappingRules: (...args: unknown[]) => mockEvaluateMappingRules(...args),
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}))
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const mockCreateTransactionJournalEntry = vi.fn()
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vi.mock('@/lib/bookkeeping/transaction-entries', () => ({
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createTransactionJournalEntry: (...args: unknown[]) =>
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mockCreateTransactionJournalEntry(...args),
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}))
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const mockGetBestInvoiceMatch = vi.fn()
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vi.mock('@/lib/invoices/invoice-matching', () => ({
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getBestInvoiceMatch: (...args: unknown[]) => mockGetBestInvoiceMatch(...args),
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}))
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const mockTryReconcileTransaction = vi.fn()
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const mockFetchUnlinkedGLLines = vi.fn()
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vi.mock('@/lib/reconciliation/bank-reconciliation', () => ({
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tryReconcileTransaction: (...args: unknown[]) => mockTryReconcileTransaction(...args),
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fetchUnlinkedGLLines: (...args: unknown[]) => mockFetchUnlinkedGLLines(...args),
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}))
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// ---------------------------------------------------------------------------
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// Queue-based Supabase mock
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// ---------------------------------------------------------------------------
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function createQueueMockSupabase() {
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const resultQueue: { data: unknown; error: unknown }[] = []
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/**
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* Push one or more results onto the queue.
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* Each awaited Supabase chain pops the next result in FIFO order.
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*/
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const enqueue = (...results: { data?: unknown; error?: unknown }[]) => {
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for (const r of results) {
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resultQueue.push({ data: r.data ?? null, error: r.error ?? null })
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}
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}
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const buildChain = (): unknown => {
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const handler: ProxyHandler<object> = {
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get(_target, prop) {
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if (prop === 'then') {
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const next = resultQueue.shift() ?? { data: null, error: null }
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return (resolve: (v: unknown) => void) => resolve(next)
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}
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return (..._args: unknown[]) => buildChain()
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},
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}
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return new Proxy({}, handler)
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}
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const supabase = {
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from: vi.fn().mockImplementation(() => buildChain()),
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rpc: vi.fn().mockImplementation(() => buildChain()),
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}
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return { supabase, enqueue }
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}
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// ---------------------------------------------------------------------------
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// Helpers
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// ---------------------------------------------------------------------------
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const USER_ID = 'user-1'
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function makeRaw(overrides: Partial<RawTransaction> = {}): RawTransaction {
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return {
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date: '2024-06-15',
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description: 'Test transaction',
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amount: -250.0,
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currency: 'SEK',
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external_id: `ext-${Math.random().toString(36).slice(2, 8)}`,
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mcc_code: null,
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merchant_name: null,
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reference: null,
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bank_connection_id: null,
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import_source: 'test',
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...overrides,
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}
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}
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function makeMappingResult(overrides: Record<string, unknown> = {}) {
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return {
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rule: null,
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debit_account: '5410',
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credit_account: '1930',
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risk_level: 'low',
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confidence: 0.9,
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requires_review: false,
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default_private: false,
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vat_lines: [],
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description: 'Office supplies',
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...overrides,
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}
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}
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// ---------------------------------------------------------------------------
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// Tests
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//
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// Queue order after batch dedup refactor:
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// 1. Booked transaction map query
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// 2. Supplier invoices fetch
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// 3. Batch external_id dedup query (returns matching external_ids)
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// 4. Per-transaction: insert, updates, etc.
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// ---------------------------------------------------------------------------
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describe('ingestTransactions', () => {
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beforeEach(() => {
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vi.clearAllMocks()
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// Default: no GL lines for reconciliation
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mockFetchUnlinkedGLLines.mockResolvedValue([])
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mockTryReconcileTransaction.mockReturnValue(null)
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})
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// -----------------------------------------------------------------------
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// 1. Successfully imports new transactions
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// -----------------------------------------------------------------------
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it('imports new transactions when no duplicate exists', async () => {
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const { supabase, enqueue } = createQueueMockSupabase()
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const raw = makeRaw({ amount: -100 })
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const inserted = makeTransaction({ id: 'tx-1', external_id: raw.external_id })
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// Booked transaction map query (no booked transactions)
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enqueue({ data: [], error: null })
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// Supplier invoices fetch (no unpaid invoices)
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enqueue({ data: [], error: null })
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// Batch external_id dedup query (no matches)
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enqueue({ data: [], error: null })
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// Insert returns the new transaction
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enqueue({ data: inserted, error: null })
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// evaluateMappingRules will be called but we want low confidence
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mockEvaluateMappingRules.mockResolvedValue(makeMappingResult({ confidence: 0.5 }))
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const result = await ingestTransactions(supabase as never, USER_ID, [raw])
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expect(result.imported).toBe(1)
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expect(result.duplicates).toBe(0)
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expect(result.errors).toBe(0)
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expect(result.transaction_ids).toEqual(['tx-1'])
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})
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// -----------------------------------------------------------------------
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// 2. Detects duplicates
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// -----------------------------------------------------------------------
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it('detects duplicates via external_id', async () => {
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const { supabase, enqueue } = createQueueMockSupabase()
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const raw = makeRaw()
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// Booked transaction map query
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enqueue({ data: [], error: null })
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// Supplier invoices fetch
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enqueue({ data: [], error: null })
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// Batch external_id dedup query — returns matching external_id
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enqueue({ data: [{ external_id: raw.external_id }], error: null })
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const result = await ingestTransactions(supabase as never, USER_ID, [raw])
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expect(result.duplicates).toBe(1)
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expect(result.imported).toBe(0)
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expect(result.transaction_ids).toEqual([])
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})
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// -----------------------------------------------------------------------
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// 3. Counts errors when insert fails
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// -----------------------------------------------------------------------
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it('counts errors when insert fails', async () => {
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const { supabase, enqueue } = createQueueMockSupabase()
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const raw = makeRaw()
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// Booked transaction map query
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enqueue({ data: [], error: null })
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// Supplier invoices fetch
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enqueue({ data: [], error: null })
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// Batch external_id dedup query (no matches)
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enqueue({ data: [], error: null })
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// Insert fails
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enqueue({ data: null, error: { message: 'DB constraint violation' } })
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const result = await ingestTransactions(supabase as never, USER_ID, [raw])
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expect(result.errors).toBe(1)
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expect(result.imported).toBe(0)
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expect(result.transaction_ids).toEqual([])
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})
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// -----------------------------------------------------------------------
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// 4. Auto-matches invoices for income transactions (amount > 0)
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// -----------------------------------------------------------------------
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it('auto-matches invoices for income transactions', async () => {
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const { supabase, enqueue } = createQueueMockSupabase()
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const raw = makeRaw({ amount: 5000, description: 'Payment received' })
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const inserted = makeTransaction({
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id: 'tx-income',
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amount: 5000,
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external_id: raw.external_id,
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})
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// Booked transaction map query
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enqueue({ data: [], error: null })
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// Supplier invoices fetch
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enqueue({ data: [], error: null })
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// Batch external_id dedup query (no matches)
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enqueue({ data: [], error: null })
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// Insert returns the new transaction
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enqueue({ data: inserted, error: null })
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// Invoice match update (supabase.from('transactions').update(...))
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enqueue({ data: null, error: null })
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// Mapping rules auto-categorization update (if triggered)
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enqueue({ data: null, error: null })
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mockGetBestInvoiceMatch.mockResolvedValue({
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invoice: { id: 'inv-1' },
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confidence: 0.95,
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matchReason: 'OCR reference match',
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})
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mockEvaluateMappingRules.mockResolvedValue(makeMappingResult({ confidence: 0.5 }))
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const result = await ingestTransactions(supabase as never, USER_ID, [raw])
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expect(result.auto_matched_invoices).toBe(1)
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expect(mockGetBestInvoiceMatch).toHaveBeenCalledWith(
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expect.anything(), // supabase client
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USER_ID,
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expect.objectContaining({ id: 'tx-income' }),
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0.50
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)
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})
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// -----------------------------------------------------------------------
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// 5. Does not attempt invoice matching for expenses (amount < 0)
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// -----------------------------------------------------------------------
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it('does not attempt invoice matching for expenses', async () => {
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const { supabase, enqueue } = createQueueMockSupabase()
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const raw = makeRaw({ amount: -350 })
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const inserted = makeTransaction({
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id: 'tx-expense',
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amount: -350,
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external_id: raw.external_id,
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})
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// Booked transaction map query
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enqueue({ data: [], error: null })
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// Supplier invoices fetch
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enqueue({ data: [], error: null })
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// Batch external_id dedup query (no matches)
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enqueue({ data: [], error: null })
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// Insert
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enqueue({ data: inserted, error: null })
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mockEvaluateMappingRules.mockResolvedValue(makeMappingResult({ confidence: 0.5 }))
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const result = await ingestTransactions(supabase as never, USER_ID, [raw])
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expect(result.imported).toBe(1)
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expect(result.auto_matched_invoices).toBe(0)
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expect(mockGetBestInvoiceMatch).not.toHaveBeenCalled()
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})
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// -----------------------------------------------------------------------
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// 6. Auto-categorizes when mapping confidence >= 0.8
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// -----------------------------------------------------------------------
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it('auto-categorizes when mapping confidence is at least 0.8', async () => {
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const { supabase, enqueue } = createQueueMockSupabase()
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const raw = makeRaw({ amount: -500, mcc_code: 5411, merchant_name: 'ICA' })
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const inserted = makeTransaction({
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id: 'tx-cat',
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amount: -500,
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external_id: raw.external_id,
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})
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const journalEntry = makeJournalEntry({ id: 'je-1' })
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// Booked transaction map query
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enqueue({ data: [], error: null })
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// Supplier invoices fetch
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enqueue({ data: [], error: null })
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// Batch external_id dedup query (no matches)
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enqueue({ data: [], error: null })
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// Insert
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enqueue({ data: inserted, error: null })
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// Update after journal entry creation
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enqueue({ data: null, error: null })
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mockEvaluateMappingRules.mockResolvedValue(
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makeMappingResult({ confidence: 0.85, requires_review: false })
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)
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mockCreateTransactionJournalEntry.mockResolvedValue(journalEntry)
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const result = await ingestTransactions(supabase as never, USER_ID, [raw])
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expect(result.auto_categorized).toBe(1)
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expect(mockCreateTransactionJournalEntry).toHaveBeenCalledWith(
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expect.anything(),
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USER_ID,
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expect.objectContaining({ id: 'tx-cat' }),
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expect.objectContaining({ confidence: 0.85 })
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)
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})
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// -----------------------------------------------------------------------
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// 7. Skips auto-categorization when confidence < 0.8
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// -----------------------------------------------------------------------
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it('skips auto-categorization when confidence is below 0.8', async () => {
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const { supabase, enqueue } = createQueueMockSupabase()
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const raw = makeRaw({ amount: -200 })
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const inserted = makeTransaction({
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id: 'tx-lowconf',
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amount: -200,
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external_id: raw.external_id,
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})
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// Booked transaction map query
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enqueue({ data: [], error: null })
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// Supplier invoices fetch
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enqueue({ data: [], error: null })
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// Batch external_id dedup query (no matches)
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enqueue({ data: [], error: null })
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// Insert
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enqueue({ data: inserted, error: null })
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mockEvaluateMappingRules.mockResolvedValue(
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makeMappingResult({ confidence: 0.6 })
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)
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const result = await ingestTransactions(supabase as never, USER_ID, [raw])
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expect(result.auto_categorized).toBe(0)
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expect(mockCreateTransactionJournalEntry).not.toHaveBeenCalled()
|
|
})
|
|
|
|
// -----------------------------------------------------------------------
|
|
// 7b. Skips auto-categorization when requires_review is true
|
|
// -----------------------------------------------------------------------
|
|
it('skips auto-categorization when requires_review is true even if confidence is high', async () => {
|
|
const { supabase, enqueue } = createQueueMockSupabase()
|
|
const raw = makeRaw({ amount: -800 })
|
|
const inserted = makeTransaction({
|
|
id: 'tx-review',
|
|
amount: -800,
|
|
external_id: raw.external_id,
|
|
})
|
|
|
|
// Booked transaction map query
|
|
enqueue({ data: [], error: null })
|
|
// Supplier invoices fetch
|
|
enqueue({ data: [], error: null })
|
|
// Batch external_id dedup query (no matches)
|
|
enqueue({ data: [], error: null })
|
|
// Insert
|
|
enqueue({ data: inserted, error: null })
|
|
|
|
mockEvaluateMappingRules.mockResolvedValue(
|
|
makeMappingResult({ confidence: 0.95, requires_review: true })
|
|
)
|
|
|
|
const result = await ingestTransactions(supabase as never, USER_ID, [raw])
|
|
|
|
expect(result.auto_categorized).toBe(0)
|
|
expect(mockCreateTransactionJournalEntry).not.toHaveBeenCalled()
|
|
})
|
|
|
|
// -----------------------------------------------------------------------
|
|
// 8. Returns correct IngestResult totals
|
|
// -----------------------------------------------------------------------
|
|
it('returns correct IngestResult totals', async () => {
|
|
const { supabase, enqueue } = createQueueMockSupabase()
|
|
const raw1 = makeRaw({ external_id: 'ext-a', amount: -100 })
|
|
const raw2 = makeRaw({ external_id: 'ext-b', amount: -200 })
|
|
|
|
const inserted1 = makeTransaction({ id: 'tx-a', amount: -100 })
|
|
const inserted2 = makeTransaction({ id: 'tx-b', amount: -200 })
|
|
|
|
// Booked transaction map query
|
|
enqueue({ data: [], error: null })
|
|
// Supplier invoices fetch
|
|
enqueue({ data: [], error: null })
|
|
// Batch external_id dedup query (no matches)
|
|
enqueue({ data: [], error: null })
|
|
// Transaction 1: insert OK
|
|
enqueue({ data: inserted1, error: null })
|
|
// Transaction 2: insert OK
|
|
enqueue({ data: inserted2, error: null })
|
|
|
|
mockEvaluateMappingRules.mockResolvedValue(makeMappingResult({ confidence: 0.5 }))
|
|
|
|
const result = await ingestTransactions(supabase as never, USER_ID, [raw1, raw2])
|
|
|
|
expect(result.imported).toBe(2)
|
|
expect(result.duplicates).toBe(0)
|
|
expect(result.errors).toBe(0)
|
|
expect(result.auto_categorized).toBe(0)
|
|
expect(result.auto_matched_invoices).toBe(0)
|
|
expect(result.transaction_ids).toEqual(['tx-a', 'tx-b'])
|
|
})
|
|
|
|
// -----------------------------------------------------------------------
|
|
// 9. Handles mixed batch (new, duplicates, errors)
|
|
// -----------------------------------------------------------------------
|
|
it('handles a mixed batch of new transactions, duplicates, and errors', async () => {
|
|
const { supabase, enqueue } = createQueueMockSupabase()
|
|
|
|
const rawNew = makeRaw({ external_id: 'ext-new', amount: 3000 })
|
|
const rawDup = makeRaw({ external_id: 'ext-dup', amount: -150 })
|
|
const rawErr = makeRaw({ external_id: 'ext-err', amount: -75 })
|
|
|
|
const insertedNew = makeTransaction({
|
|
id: 'tx-new',
|
|
amount: 3000,
|
|
external_id: 'ext-new',
|
|
})
|
|
|
|
// Booked transaction map query
|
|
enqueue({ data: [], error: null })
|
|
// Supplier invoices fetch
|
|
enqueue({ data: [], error: null })
|
|
// Batch external_id dedup query — ext-dup already exists
|
|
enqueue({ data: [{ external_id: 'ext-dup' }], error: null })
|
|
// Transaction rawNew: insert OK
|
|
enqueue({ data: insertedNew, error: null })
|
|
// Invoice match update for income transaction
|
|
enqueue({ data: null, error: null })
|
|
// Auto-categorization update
|
|
enqueue({ data: null, error: null })
|
|
// rawDup: skipped (in Set) — no queue entry needed
|
|
// Transaction rawErr: insert fails
|
|
enqueue({ data: null, error: { message: 'Insert failed' } })
|
|
|
|
// Income transaction gets an invoice match
|
|
mockGetBestInvoiceMatch.mockResolvedValue({
|
|
invoice: { id: 'inv-match' },
|
|
confidence: 0.95,
|
|
matchReason: 'Exact amount match',
|
|
})
|
|
|
|
// Auto-categorization with high confidence
|
|
mockEvaluateMappingRules.mockResolvedValue(
|
|
makeMappingResult({ confidence: 0.85 })
|
|
)
|
|
const journalEntry = makeJournalEntry({ id: 'je-mixed' })
|
|
mockCreateTransactionJournalEntry.mockResolvedValue(journalEntry)
|
|
|
|
const result = await ingestTransactions(
|
|
supabase as never,
|
|
USER_ID,
|
|
[rawNew, rawDup, rawErr]
|
|
)
|
|
|
|
expect(result.imported).toBe(1)
|
|
expect(result.duplicates).toBe(1)
|
|
expect(result.errors).toBe(1)
|
|
expect(result.auto_matched_invoices).toBe(1)
|
|
expect(result.auto_categorized).toBe(1)
|
|
expect(result.transaction_ids).toEqual(['tx-new'])
|
|
})
|
|
|
|
// -----------------------------------------------------------------------
|
|
// Edge: empty input array
|
|
// -----------------------------------------------------------------------
|
|
it('returns zero totals for an empty input array', async () => {
|
|
const { supabase } = createQueueMockSupabase()
|
|
|
|
const result = await ingestTransactions(supabase as never, USER_ID, [])
|
|
|
|
expect(result).toEqual({
|
|
imported: 0,
|
|
duplicates: 0,
|
|
reconciled: 0,
|
|
auto_categorized: 0,
|
|
auto_matched_invoices: 0,
|
|
errors: 0,
|
|
transaction_ids: [],
|
|
})
|
|
})
|
|
|
|
// -----------------------------------------------------------------------
|
|
// Edge: invoice matching error is non-critical
|
|
// -----------------------------------------------------------------------
|
|
it('continues processing when invoice matching throws', async () => {
|
|
const { supabase, enqueue } = createQueueMockSupabase()
|
|
const raw = makeRaw({ amount: 1000 })
|
|
const inserted = makeTransaction({ id: 'tx-inv-err', amount: 1000 })
|
|
|
|
// Booked transaction map query
|
|
enqueue({ data: [], error: null })
|
|
// Supplier invoices fetch
|
|
enqueue({ data: [], error: null })
|
|
// Batch external_id dedup query (no matches)
|
|
enqueue({ data: [], error: null })
|
|
enqueue({ data: inserted, error: null })
|
|
|
|
mockGetBestInvoiceMatch.mockRejectedValue(new Error('Network error'))
|
|
mockEvaluateMappingRules.mockResolvedValue(makeMappingResult({ confidence: 0.5 }))
|
|
|
|
const result = await ingestTransactions(supabase as never, USER_ID, [raw])
|
|
|
|
// Should still count as imported even though invoice matching failed
|
|
expect(result.imported).toBe(1)
|
|
expect(result.auto_matched_invoices).toBe(0)
|
|
expect(result.errors).toBe(0)
|
|
})
|
|
|
|
// -----------------------------------------------------------------------
|
|
// Edge: auto-categorization error is non-critical
|
|
// -----------------------------------------------------------------------
|
|
it('continues processing when auto-categorization throws', async () => {
|
|
const { supabase, enqueue } = createQueueMockSupabase()
|
|
const raw = makeRaw({ amount: -400 })
|
|
const inserted = makeTransaction({ id: 'tx-cat-err', amount: -400 })
|
|
|
|
// Booked transaction map query
|
|
enqueue({ data: [], error: null })
|
|
// Supplier invoices fetch
|
|
enqueue({ data: [], error: null })
|
|
// Batch external_id dedup query (no matches)
|
|
enqueue({ data: [], error: null })
|
|
enqueue({ data: inserted, error: null })
|
|
|
|
mockEvaluateMappingRules.mockRejectedValue(new Error('Mapping error'))
|
|
|
|
const result = await ingestTransactions(supabase as never, USER_ID, [raw])
|
|
|
|
expect(result.imported).toBe(1)
|
|
expect(result.auto_categorized).toBe(0)
|
|
expect(result.errors).toBe(0)
|
|
})
|
|
|
|
// -----------------------------------------------------------------------
|
|
// Reconciliation: matched transactions skip auto-categorization
|
|
// -----------------------------------------------------------------------
|
|
it('reconciles transactions against GL lines and skips auto-categorization', async () => {
|
|
const { supabase, enqueue } = createQueueMockSupabase()
|
|
const raw = makeRaw({ amount: -500, external_id: 'ext-recon' })
|
|
const inserted = makeTransaction({
|
|
id: 'tx-recon',
|
|
amount: -500,
|
|
external_id: 'ext-recon',
|
|
currency: 'SEK',
|
|
})
|
|
|
|
const glLine = {
|
|
line_id: 'line-1',
|
|
journal_entry_id: 'je-1',
|
|
debit_amount: 0,
|
|
credit_amount: 500,
|
|
line_description: null,
|
|
entry_date: '2024-06-15',
|
|
voucher_number: 1,
|
|
voucher_series: 'A',
|
|
entry_description: 'Test entry',
|
|
source_type: 'import',
|
|
}
|
|
|
|
// Pre-fetch returns GL lines
|
|
mockFetchUnlinkedGLLines.mockResolvedValue([glLine])
|
|
// tryReconcileTransaction returns a match
|
|
mockTryReconcileTransaction.mockReturnValue({
|
|
transaction: inserted,
|
|
glLine,
|
|
method: 'auto_exact',
|
|
confidence: 0.95,
|
|
})
|
|
|
|
// Booked transaction map query
|
|
enqueue({ data: [], error: null })
|
|
// Supplier invoices fetch
|
|
enqueue({ data: [], error: null })
|
|
// Batch external_id dedup query (no matches)
|
|
enqueue({ data: [], error: null })
|
|
// Insert
|
|
enqueue({ data: inserted, error: null })
|
|
// Reconciliation update
|
|
enqueue({ data: null, error: null })
|
|
|
|
const result = await ingestTransactions(supabase as never, USER_ID, [raw])
|
|
|
|
expect(result.imported).toBe(1)
|
|
expect(result.reconciled).toBe(1)
|
|
// Should NOT have attempted auto-categorization
|
|
expect(mockEvaluateMappingRules).not.toHaveBeenCalled()
|
|
expect(mockGetBestInvoiceMatch).not.toHaveBeenCalled()
|
|
})
|
|
|
|
// -----------------------------------------------------------------------
|
|
// Reconciliation: falls through when no GL matches
|
|
// -----------------------------------------------------------------------
|
|
it('falls through to auto-categorization when reconciliation finds no match', async () => {
|
|
const { supabase, enqueue } = createQueueMockSupabase()
|
|
const raw = makeRaw({ amount: -200 })
|
|
const inserted = makeTransaction({ id: 'tx-no-recon', amount: -200 })
|
|
|
|
mockFetchUnlinkedGLLines.mockResolvedValue([
|
|
{
|
|
line_id: 'line-other',
|
|
journal_entry_id: 'je-other',
|
|
debit_amount: 999,
|
|
credit_amount: 0,
|
|
entry_date: '2024-01-01',
|
|
voucher_number: 1,
|
|
voucher_series: 'A',
|
|
entry_description: 'Unrelated',
|
|
source_type: 'import',
|
|
line_description: null,
|
|
},
|
|
])
|
|
mockTryReconcileTransaction.mockReturnValue(null)
|
|
|
|
// Booked transaction map query
|
|
enqueue({ data: [], error: null })
|
|
// Supplier invoices fetch
|
|
enqueue({ data: [], error: null })
|
|
// Batch external_id dedup query (no matches)
|
|
enqueue({ data: [], error: null })
|
|
// Insert
|
|
enqueue({ data: inserted, error: null })
|
|
|
|
mockEvaluateMappingRules.mockResolvedValue(makeMappingResult({ confidence: 0.5 }))
|
|
|
|
const result = await ingestTransactions(supabase as never, USER_ID, [raw])
|
|
|
|
expect(result.imported).toBe(1)
|
|
expect(result.reconciled).toBe(0)
|
|
// Should have fallen through to auto-categorization
|
|
expect(mockEvaluateMappingRules).toHaveBeenCalled()
|
|
})
|
|
|
|
// -----------------------------------------------------------------------
|
|
// Reconciliation: error is non-critical
|
|
// -----------------------------------------------------------------------
|
|
it('continues when reconciliation throws an error', async () => {
|
|
const { supabase, enqueue } = createQueueMockSupabase()
|
|
const raw = makeRaw({ amount: -300 })
|
|
const inserted = makeTransaction({ id: 'tx-recon-err', amount: -300 })
|
|
|
|
mockFetchUnlinkedGLLines.mockRejectedValue(new Error('RPC error'))
|
|
|
|
// Booked transaction map query
|
|
enqueue({ data: [], error: null })
|
|
// Supplier invoices fetch
|
|
enqueue({ data: [], error: null })
|
|
// Batch external_id dedup query (no matches)
|
|
enqueue({ data: [], error: null })
|
|
// Insert
|
|
enqueue({ data: inserted, error: null })
|
|
|
|
mockEvaluateMappingRules.mockResolvedValue(makeMappingResult({ confidence: 0.5 }))
|
|
|
|
const result = await ingestTransactions(supabase as never, USER_ID, [raw])
|
|
|
|
expect(result.imported).toBe(1)
|
|
expect(result.reconciled).toBe(0)
|
|
expect(result.errors).toBe(0)
|
|
})
|
|
|
|
// -----------------------------------------------------------------------
|
|
// Content-based dedup: cross-source duplicate detection
|
|
// -----------------------------------------------------------------------
|
|
it('skips transactions that match already-booked ones by date+amount', async () => {
|
|
const { supabase, enqueue } = createQueueMockSupabase()
|
|
const raw = makeRaw({
|
|
external_id: 'psd2_conn123_tx456',
|
|
date: '2024-06-15',
|
|
amount: -250,
|
|
})
|
|
|
|
// Booked transaction map returns a booked tx with same date+amount
|
|
enqueue({
|
|
data: [{ date: '2024-06-15', amount: -250 }],
|
|
error: null,
|
|
})
|
|
// Supplier invoices fetch
|
|
enqueue({ data: [], error: null })
|
|
// Batch external_id dedup query (no match by external_id)
|
|
enqueue({ data: [], error: null })
|
|
|
|
const result = await ingestTransactions(supabase as never, USER_ID, [raw])
|
|
|
|
expect(result.duplicates).toBe(1)
|
|
expect(result.imported).toBe(0)
|
|
})
|
|
|
|
it('imports transactions when booked ones have different amounts', async () => {
|
|
const { supabase, enqueue } = createQueueMockSupabase()
|
|
const raw = makeRaw({
|
|
external_id: 'psd2_conn123_tx789',
|
|
date: '2024-06-15',
|
|
amount: -300,
|
|
})
|
|
const inserted = makeTransaction({ id: 'tx-new', amount: -300 })
|
|
|
|
// Booked transaction map: same date but different amount
|
|
enqueue({
|
|
data: [{ date: '2024-06-15', amount: -250 }],
|
|
error: null,
|
|
})
|
|
// Supplier invoices fetch
|
|
enqueue({ data: [], error: null })
|
|
// Batch external_id dedup query (no match)
|
|
enqueue({ data: [], error: null })
|
|
// Insert
|
|
enqueue({ data: inserted, error: null })
|
|
|
|
mockEvaluateMappingRules.mockResolvedValue(makeMappingResult({ confidence: 0.5 }))
|
|
|
|
const result = await ingestTransactions(supabase as never, USER_ID, [raw])
|
|
|
|
expect(result.imported).toBe(1)
|
|
expect(result.duplicates).toBe(0)
|
|
})
|
|
|
|
it('handles multiple booked transactions with same date+amount correctly', async () => {
|
|
const { supabase, enqueue } = createQueueMockSupabase()
|
|
|
|
// Three incoming transactions with the same date+amount
|
|
const raw1 = makeRaw({ external_id: 'psd2_a', date: '2024-06-15', amount: -100 })
|
|
const raw2 = makeRaw({ external_id: 'psd2_b', date: '2024-06-15', amount: -100 })
|
|
const raw3 = makeRaw({ external_id: 'psd2_c', date: '2024-06-15', amount: -100 })
|
|
|
|
const inserted = makeTransaction({ id: 'tx-new', amount: -100 })
|
|
|
|
// Booked map: 2 existing booked transactions with same date+amount
|
|
// So 2 of the 3 incoming should be skipped, 1 should be imported
|
|
enqueue({
|
|
data: [
|
|
{ date: '2024-06-15', amount: -100 },
|
|
{ date: '2024-06-15', amount: -100 },
|
|
],
|
|
error: null,
|
|
})
|
|
// Supplier invoices fetch
|
|
enqueue({ data: [], error: null })
|
|
// Batch external_id dedup query (no matches for any)
|
|
enqueue({ data: [], error: null })
|
|
|
|
// raw1: not in external_id set → content dedup matches (bookedCount=2 -> 1)
|
|
// raw2: not in external_id set → content dedup matches (bookedCount=1 -> 0)
|
|
// raw3: not in external_id set → content dedup exhausted → insert
|
|
enqueue({ data: inserted, error: null })
|
|
|
|
mockEvaluateMappingRules.mockResolvedValue(makeMappingResult({ confidence: 0.5 }))
|
|
|
|
const result = await ingestTransactions(supabase as never, USER_ID, [raw1, raw2, raw3])
|
|
|
|
expect(result.duplicates).toBe(2)
|
|
expect(result.imported).toBe(1)
|
|
})
|
|
|
|
it('continues normally when booked transaction map query fails', async () => {
|
|
const { supabase, enqueue } = createQueueMockSupabase()
|
|
const raw = makeRaw({ amount: -200 })
|
|
const inserted = makeTransaction({ id: 'tx-mapfail', amount: -200 })
|
|
|
|
// Booked map query throws (caught by try/catch in buildBookedTransactionMap)
|
|
enqueue({ error: { message: 'Query failed' } })
|
|
// Supplier invoices fetch
|
|
enqueue({ data: [], error: null })
|
|
// Batch external_id dedup query (no matches)
|
|
enqueue({ data: [], error: null })
|
|
// Insert
|
|
enqueue({ data: inserted, error: null })
|
|
|
|
mockEvaluateMappingRules.mockResolvedValue(makeMappingResult({ confidence: 0.5 }))
|
|
|
|
const result = await ingestTransactions(supabase as never, USER_ID, [raw])
|
|
|
|
expect(result.imported).toBe(1)
|
|
expect(result.duplicates).toBe(0)
|
|
})
|
|
})
|