Files
accounted/supabase/migrations/20260623130000_next_voucher_number_user_id_fallback.sql
T
MattssonandClaude Fable 5 db8983ba9e Add/bokslut (#718)
* feat(arcim-migration): Briox provider with SIE-over-API import

- Briox auth via account ID + application token (no app-level
  credentials); both tokens rotate on refresh and are persisted
- New sie-fetcher pulls the general ledger as SIE through the
  provider API for Fortnox, Briox and Bjorn Lunden
- Wizard stops on a failed SIE import and surfaces the real errors
  instead of proceeding to the misleading migrate-guard message
- PROVIDER_SIE_ONLY_FORTNOX renamed to PROVIDER_SIE_NOT_SUPPORTED;
  new PROVIDER_TOKEN_INVALID for rejected provider credentials

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(bookkeeping): per-line accruals (periodisering) on invoices and supplier invoices

Defer revenue/costs per invoice line to 29xx/17xx interim accounts with
automatic monthly dissolution (nightly cron + catch-up at registration),
schedule cancellation on credit, year-end auto-detect exclusion for
already-scheduled invoices, invoice-inbox service-period extraction for
prefill, and an MCP tool to list schedules.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(bokslut): iXBRL arsredovisning generation and Bolagsverket digital filing

Generate the annual report as iXBRL from a generated taxonomy registry
(K2 element lists, taxonomy:generate/check scripts + CI guard), expose it
via the fiscal-period API, and add the bolagsverket extension for digital
submission to eget utrymme with webhook-driven status tracking
(submissions table + pg tests, lifecycle events, year-end wizard UI).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* test(mcp): raise origin-guard test timeout to 20s

The dynamic import pulls in the full server module; the parse alone
flirts with the 5s default under full-suite parallel load.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* Add new scripts and documentation for K2 AB taxonomy generation and validation

- Introduced `generate-taxonomy-registry.ts` to automate the generation of the iXBRL taxonomy concept registry from official element lists and tuple models.
- Added `validate-ixbrl.mjs` for validating generated iXBRL reports against the official taxonomy package using Arelle.
- Included new documentation files:
  - `k2-ab-arsredovisning-elementlista-2024-09-12_rev20250312_sv.xlsx`
  - `tuple-innehallsmodell-arsredovisning-k2-2024-09-12.xlsx`
  - `taxonomi-paket-2024-09-12_rev20250312.zip`

* Add tests for bookkeeping accruals dissolution and supplier invoices

- Implement tests for the POST /api/bookkeeping/accruals/[id]/dissolve route, covering success and error scenarios.
- Add tests for the DELETE /api/supplier-invoices/[id] route, including authentication checks and validation of invoice deletion conditions.
- Introduce tests for the Arcim migration provider client, ensuring token handling and error classification.
- Create tests for the Bolagsverket extension, validating submission role enforcement and environment settings.
- Add Zod schemas for Bolagsverket response payloads to ensure proper validation.
- Implement tests for MCP server's list accrual schedules, confirming registration and scope mapping.
- Add consistency tests for IXBRL document generation, ensuring duplicate facts and XML escaping are handled correctly.
- Introduce typed domain errors for accrual schedules to improve error handling in the service.
- Add tests for resolving consent with Briox token refresh concurrency, ensuring proper token management and error handling.

* fix(tests): update payload size guard comments to reflect recent changes in tool descriptions and ceiling adjustments

* fix(gitattributes): mark generated JSON files in bokslut taxonomy as linguist-generated

* feat(migrations): add backfill for invoices.journal_entry_id and fallback for next_voucher_number user_id

* feat(bokslut): enhance compliance and financial processing features with new submission details and security measures

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-06-12 16:35:30 +02:00

61 lines
2.2 KiB
PL/PgSQL

-- next_voucher_number: fall back to the company owner when auth.uid() is NULL.
--
-- Mirrors 20260421170500 (commit_journal_entry user_id fallback). The same
-- failure mode survived here: under a service-role client (repair scripts,
-- cron, internal maintenance) auth.uid() is NULL, and the INSERT into
-- voucher_sequences fails its user_id NOT NULL check *before* ON CONFLICT
-- can resolve to DO UPDATE (PostgreSQL evaluates NOT NULL on the candidate
-- tuple ahead of conflict arbitration) — even when the sequence row already
-- exists. commit_journal_entry was fixed; the storno/correction path
-- (getNextVoucherNumber → correctEntry) still called this unfixed twin and
-- failed from any non-interactive context.
--
-- next_voucher_number has no journal entry to read attribution from, so the
-- fallback is the company owner (companies.created_by) — same source
-- seed_chart_of_accounts uses. Interactive flows still record auth.uid();
-- existing sequence rows keep their original owner (DO UPDATE never touches
-- user_id).
--
-- Also sets search_path = public: the 20260304 hardening targeted the old
-- (p_user_id …) signature that 20260330 dropped, so the current function had
-- lost it.
CREATE OR REPLACE FUNCTION public.next_voucher_number(
p_company_id uuid,
p_fiscal_period_id uuid,
p_series text DEFAULT 'A'
)
RETURNS integer
LANGUAGE plpgsql
SECURITY DEFINER
SET search_path = public
AS $$
DECLARE
v_next integer;
v_user_id uuid;
BEGIN
v_user_id := auth.uid();
IF v_user_id IS NULL THEN
SELECT created_by INTO v_user_id
FROM public.companies
WHERE id = p_company_id;
END IF;
IF v_user_id IS NULL THEN
RAISE EXCEPTION 'next_voucher_number: no attributable user for company %', p_company_id;
END IF;
INSERT INTO public.voucher_sequences (company_id, user_id, fiscal_period_id, voucher_series, last_number)
VALUES (p_company_id, v_user_id, p_fiscal_period_id, p_series, 1)
ON CONFLICT (company_id, fiscal_period_id, voucher_series)
DO UPDATE SET
last_number = public.voucher_sequences.last_number + 1,
updated_at = now()
RETURNING last_number INTO v_next;
RETURN v_next;
END;
$$;
NOTIFY pgrst, 'reload schema';