Mattsson
072aedeaf9
* fix: prevent credit notes from entering payment flow * fix: persist and display customer personal numbers * feat: configure automatic invoice reminder days * fix: issue credit notes through send flow * chore: add repository agent guidance * feat(mcp): route tools across user companies * fix(articles): delete unused register entries * feat(invoices): improve issued invoice actions * feat(supplier-invoices): retain uploaded source documents * docs: record implementation decisions * feat: enhance customer personal number handling and validation - Updated CustomerForm to allow personal numbers in the format of "********-1234" for individual customers. - Added validation to ensure personal numbers are only accepted for individual customers in CreateCustomerSchema. - Implemented masking and encryption for personal numbers to enhance data protection. - Introduced new utility functions for masking and encrypting personal numbers. - Added database migration to enforce unique constraints on credit note relationships and prevent duplicate entries. - Enhanced error handling and logging for credit note issuance and invoice processing. - Updated tests to cover new credit note creation guards and personal number handling. * test: enhance list companies test with supabase query mocks
109 lines
3.2 KiB
TypeScript
109 lines
3.2 KiB
TypeScript
import type {
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Currency,
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Invoice,
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InvoiceDocumentType,
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InvoiceItem,
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InvoiceStatus,
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} from '@/types'
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const COPYABLE_STATUSES: ReadonlySet<InvoiceStatus> = new Set([
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'sent',
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'paid',
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'partially_paid',
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'overdue',
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'credited',
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])
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export type InvoiceCopySource = Invoice & { items: InvoiceItem[] }
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export interface InvoiceCopyItem {
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line_type: 'product' | 'text'
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description: string
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quantity: number
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unit: string
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unit_price: number
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vat_rate: number
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article_id: null
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revenue_account: string | null
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deduction_type: 'rot' | 'rut' | null
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labor_hours: number | null
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work_type: string | null
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housing_designation: null
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apartment_number: null
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brf_org_number: null
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accrual_period_start: null
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accrual_period_end: null
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accrual_balance_account: null
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dimensions: Record<string, string> | null
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}
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export interface InvoiceCopyInitial {
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source_invoice_number: string
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customer_id: string
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currency: Currency
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document_type: InvoiceDocumentType
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our_reference: string
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notes: string
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ore_rounding: boolean | null
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default_dimensions: Record<string, string>
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items: InvoiceCopyItem[]
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}
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export function canCopyInvoice(
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invoice: Pick<Invoice, 'status' | 'document_type' | 'credited_invoice_id' | 'is_self_billed'>,
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): boolean {
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return (
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invoice.document_type === 'invoice' &&
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!invoice.credited_invoice_id &&
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!invoice.is_self_billed &&
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COPYABLE_STATUSES.has(invoice.status)
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)
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}
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/**
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* Builds a safe starting point for a new invoice draft.
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*
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* The copied data is limited to reusable commercial content. Identity,
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* lifecycle, payment, bookkeeping, date, accrual, and recipient-specific
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* ROT/RUT fields are deliberately absent or cleared.
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*/
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export function buildInvoiceCopyInitial(source: InvoiceCopySource): InvoiceCopyInitial {
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return {
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source_invoice_number: source.invoice_number ?? '',
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customer_id: source.customer_id,
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currency: source.currency,
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document_type: 'invoice',
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our_reference: source.our_reference ?? '',
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notes: source.notes ?? '',
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ore_rounding: source.ore_rounding,
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default_dimensions: source.default_dimensions ?? {},
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items: [...source.items]
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.sort((a, b) => a.sort_order - b.sort_order)
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.map((item) => ({
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line_type: item.line_type ?? 'product',
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description: item.description,
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quantity: item.quantity,
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unit: item.unit,
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unit_price: item.unit_price,
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vat_rate: item.vat_rate ?? 25,
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// A copied line keeps the frozen description and price, but is not
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// linked to a possibly changed or archived article preset.
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article_id: null,
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revenue_account: item.revenue_account ?? null,
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deduction_type: item.deduction_type ?? null,
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labor_hours: item.labor_hours ?? null,
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work_type: item.work_type ?? null,
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housing_designation: null,
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apartment_number: null,
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brf_org_number: null,
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// Accrual dates belong to the original accounting period.
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accrual_period_start: null,
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accrual_period_end: null,
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accrual_balance_account: null,
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dimensions: item.dimensions && Object.keys(item.dimensions).length > 0
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? item.dimensions
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: null,
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})),
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}
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}
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