Files
accounted/lib/reports/__tests__/sie-export.test.ts
T
Mattsson 0dd1f5ebc1 feat: multi-tenant company refactor (GNU-19) (#153)
* feat: multi-tenant company refactor (GNU-19)

Introduce companies table, company_members, and user_preferences to
support multiple companies per user. All data scoping changes from
user_id to company_id across the entire codebase.

Key changes:
- Database migration: new tables, company_id on 40+ tables, backfill,
  RLS rewrite from user_id to company-member-based, updated RPCs
- Types: Company, CompanyMember, CompanyRole, UserPreferences types;
  company_id added to all entity interfaces; companyId on all events
- Engine: all 7 core functions take companyId; storno, period, year-end
  services updated; 16 report generators updated
- Middleware: company context resolution (cookie → prefs → first company)
- API routes: ~120 routes updated with requireCompanyId()
- Frontend: CompanyProvider context, layout/dashboard/onboarding updated
- Extensions: context factory, 9 extensions, all lib files updated
- Tests: 1880 tests passing, all helpers updated with company_id defaults

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

* feat: add database migrations for multi-tenant company and team system (GNU-19)

Adds company_invitations, company creation RPC, team_members, account
deletion RPC, and teams table refactor migrations. Updates base
multi-tenant migration with cascading FKs and onboarding_step column.

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

* feat: add team types and update core infrastructure for multi-tenancy (GNU-19)

Adds TeamRole, MemberSource, and Team types. Refactors Supabase service
client to be stateless, updates middleware for team-aware routing, extends
CompanyContext with team/role fields, and updates extension service types
to accept companyId.

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

* refactor: thread company_id through business logic functions (GNU-19)

Replaces user_id scoping with company_id across all lib modules:
bookkeeping, documents, transactions, invoices, reconciliation, tax,
deadlines, and import. Updates corresponding tests.

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

* refactor: thread company_id through API routes and extensions (GNU-19)

Updates all existing API routes to extract and pass companyId. Updates
enable-banking and arcim-migration extensions for company-scoped
transaction ingestion and sync.

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

* feat: add company and team management API routes (GNU-19)

Adds CRUD endpoints for company members, company invitations, team
members, and team invitations. Includes invite token utilities, email
templates, and company switch server action.

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

* feat: add team/company UI components, pages, and dashboard updates (GNU-19)

Adds CompanySwitcher, ConsultantEmptyState, Step0RoleChoice, company
members and team management panels. Updates dashboard layout for
team-aware routing, onboarding for multi-step role choice, and auth
callback for team invite acceptance. Ignores supabase/.branches/.

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

* fix: add null guards for company in import page (GNU-19)

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

* fix: move appUrl declaration to outer scope in invite route (GNU-19)

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

* fix: add optional chaining for company.name in members section (GNU-19)

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

* fix: add optional chaining for second company.name in members section (GNU-19)

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

* fix: add null guards for company in extension components (GNU-19)

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

* fix: pass companyId to executeSIEImport in arcim-migration extension (GNU-19)

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

* fix: update tests to use companyId instead of userId and improve type handling

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-31 16:41:52 +02:00

346 lines
12 KiB
TypeScript

import { describe, it, expect, vi, beforeEach } from 'vitest'
// ============================================================
// Mock — sequential result queue
// ============================================================
let resultIdx: number
let results: Array<{ data?: unknown; error?: unknown }>
function makeBuilder() {
const b: Record<string, unknown> = {}
for (const m of ['select', 'eq', 'in', 'order', 'range']) {
b[m] = vi.fn().mockReturnValue(b)
}
b.single = vi.fn().mockImplementation(async () => results[resultIdx++] ?? { data: null, error: null })
b.then = (resolve: (v: unknown) => void) => resolve(results[resultIdx++] ?? { data: null, error: null })
return b
}
function makeClient() {
return {
from: vi.fn().mockImplementation(() => makeBuilder()),
// eslint-disable-next-line @typescript-eslint/no-explicit-any
} as any
}
import { generateSIEExport } from '../sie-export'
let supabase: ReturnType<typeof makeClient>
beforeEach(() => {
vi.clearAllMocks()
resultIdx = 0
results = []
supabase = makeClient()
})
const baseOptions = {
fiscal_period_id: 'period-1',
company_name: 'Test AB',
org_number: '556677-8899',
program_name: 'ERPBase',
}
describe('generateSIEExport', () => {
it('throws when fiscal period not found', async () => {
results = [
// 0: fiscal_periods.single() → null
{ data: null, error: null },
]
await expect(generateSIEExport(supabase, 'company-1', baseOptions))
.rejects.toThrow('Fiscal period not found')
})
it('generates correct header format', async () => {
results = [
// 0: fiscal_periods
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
// 1: chart_of_accounts (empty)
{ data: [], error: null },
// 2: journal_entries (empty)
{ data: [], error: null },
// 3: cost_centers (empty)
{ data: [], error: null },
// 4: projects (empty)
{ data: [], error: null },
]
const output = await generateSIEExport(supabase, 'company-1', baseOptions)
const lines = output.split('\r\n')
expect(lines[0]).toBe('#FLAGGA 0')
expect(lines[1]).toBe('#FORMAT PC8')
expect(lines[2]).toBe('#SIETYP 4')
expect(lines[3]).toMatch(/^#PROGRAM "ERPBase" "1\.0"$/)
expect(lines[4]).toMatch(/^#GEN \d{8}$/)
expect(lines[5]).toBe('#ORGNR 556677-8899')
expect(lines[6]).toBe('#FNAMN "Test AB"')
expect(lines[7]).toBe('#RAR 0 20240101 20241231')
})
it('omits #ORGNR when org_number is null', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: [], error: null },
{ data: [], error: null },
{ data: [], error: null },
{ data: [], error: null },
]
const output = await generateSIEExport(supabase, 'company-1', {
...baseOptions,
org_number: null,
})
expect(output).not.toContain('#ORGNR')
})
it('generates #KONTO and #SRU for accounts', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
// 1: chart_of_accounts
{
data: [
{ account_number: '1930', account_name: 'Företagskonto', sru_code: '7301', is_active: true },
{ account_number: '3001', account_name: 'Försäljning', sru_code: null, is_active: true },
],
error: null,
},
// 2: journal_entries (empty)
{ data: [], error: null },
// 3: cost_centers
{ data: [], error: null },
// 4: projects
{ data: [], error: null },
]
const output = await generateSIEExport(supabase, 'company-1', baseOptions)
expect(output).toContain('#KONTO 1930 "Företagskonto"')
expect(output).toContain('#SRU 1930 7301')
expect(output).toContain('#KONTO 3001 "Försäljning"')
// No SRU for 3001 since sru_code is null
expect(output).not.toContain('#SRU 3001')
})
it('generates #VER and #TRANS for journal entries', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
// 1: accounts
{ data: [], error: null },
// 2: journal_entries with lines
{
data: [
{
id: 'e1',
entry_date: '2024-03-15',
voucher_number: 1,
voucher_series: 'A',
description: 'Sale invoice',
status: 'posted',
lines: [
{ account_number: '1510', debit_amount: 1250, credit_amount: 0, line_description: null, cost_center: null, project: null },
{ account_number: '3001', debit_amount: 0, credit_amount: 1000, line_description: 'Revenue', cost_center: null, project: null },
{ account_number: '2611', debit_amount: 0, credit_amount: 250, line_description: null, cost_center: null, project: null },
],
},
],
error: null,
},
// 3: cost_centers
{ data: [], error: null },
// 4: projects
{ data: [], error: null },
]
const output = await generateSIEExport(supabase, 'company-1', baseOptions)
expect(output).toContain('#VER "A" 1 20240315 "Sale invoice"')
expect(output).toContain('{')
expect(output).toContain('\t#TRANS 1510 {} 1250.00 20240315')
expect(output).toContain('\t#TRANS 3001 {} -1000.00 20240315 "Revenue"')
expect(output).toContain('\t#TRANS 2611 {} -250.00 20240315')
expect(output).toContain('}')
})
it('generates #DIM and #OBJEKT for dimensions', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: [], error: null },
{ data: [], error: null },
// 3: cost_centers
{
data: [
{ code: 'CC1', name: 'Avdelning 1', is_active: true },
],
error: null,
},
// 4: projects
{
data: [
{ code: 'P001', name: 'Projekt Alpha', is_active: true },
],
error: null,
},
]
const output = await generateSIEExport(supabase, 'company-1', baseOptions)
expect(output).toContain('#DIM 1 "Kostnadsställe"')
expect(output).toContain('#DIM 6 "Projekt"')
expect(output).toContain('#OBJEKT 1 "CC1" "Avdelning 1"')
expect(output).toContain('#OBJEKT 6 "P001" "Projekt Alpha"')
})
it('includes dimension objects in #TRANS lines', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: [], error: null },
{
data: [
{
id: 'e1',
entry_date: '2024-03-15',
voucher_number: 1,
voucher_series: 'A',
description: 'With dimensions',
status: 'posted',
lines: [
{ account_number: '5010', debit_amount: 8000, credit_amount: 0, line_description: null, cost_center: 'CC1', project: 'P001' },
{ account_number: '1930', debit_amount: 0, credit_amount: 8000, line_description: null, cost_center: null, project: null },
],
},
],
error: null,
},
{ data: [{ code: 'CC1', name: 'Avdelning 1', is_active: true }], error: null },
{ data: [{ code: 'P001', name: 'Projekt Alpha', is_active: true }], error: null },
]
const output = await generateSIEExport(supabase, 'company-1', baseOptions)
expect(output).toContain('\t#TRANS 5010 {1 "CC1" 6 "P001"} 8000.00 20240315')
expect(output).toContain('\t#TRANS 1930 {} -8000.00 20240315')
})
it('generates #UB for class 1-2 and #RES for class 3-8', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: [], error: null },
{
data: [
{
id: 'e1',
entry_date: '2024-01-15',
voucher_number: 1,
voucher_series: 'A',
description: 'Sale',
status: 'posted',
lines: [
{ account_number: '1510', debit_amount: 1250, credit_amount: 0, line_description: null, cost_center: null, project: null },
{ account_number: '3001', debit_amount: 0, credit_amount: 1000, line_description: null, cost_center: null, project: null },
{ account_number: '2611', debit_amount: 0, credit_amount: 250, line_description: null, cost_center: null, project: null },
],
},
],
error: null,
},
{ data: [], error: null },
{ data: [], error: null },
]
const output = await generateSIEExport(supabase, 'company-1', baseOptions)
// Account 1510 (class 1) → #UB, balance = 1250 - 0 = 1250
expect(output).toContain('#UB 0 1510 1250.00')
// Account 2611 (class 2) → #UB, balance = 0 - 250 = -250
expect(output).toContain('#UB 0 2611 -250.00')
// Account 3001 (class 3) → #RES, balance = 0 - 1000 = -1000
expect(output).toContain('#RES 0 3001 -1000.00')
})
it('escapes quotes in descriptions', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: [], error: null },
{
data: [
{
id: 'e1',
entry_date: '2024-01-15',
voucher_number: 1,
voucher_series: 'A',
description: 'Invoice for "consulting"',
status: 'posted',
lines: [
{ account_number: '1930', debit_amount: 100, credit_amount: 0, line_description: null, cost_center: null, project: null },
{ account_number: '3001', debit_amount: 0, credit_amount: 100, line_description: null, cost_center: null, project: null },
],
},
],
error: null,
},
{ data: [], error: null },
{ data: [], error: null },
]
const output = await generateSIEExport(supabase, 'company-1', baseOptions)
expect(output).toContain('#VER "A" 1 20240115 "Invoice for \\"consulting\\""')
})
it('uses \\r\\n line endings', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: [], error: null },
{ data: [], error: null },
{ data: [], error: null },
{ data: [], error: null },
]
const output = await generateSIEExport(supabase, 'company-1', baseOptions)
// Every line should end with \r\n
expect(output).toContain('\r\n')
// Should not have bare \n (that isn't preceded by \r)
const lines = output.split('\r\n')
for (const line of lines.slice(0, -1)) {
expect(line).not.toContain('\n')
}
// File should end with \r\n
expect(output.endsWith('\r\n')).toBe(true)
})
it('produces no #VER lines when no entries exist', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: [], error: null },
{ data: [], error: null },
{ data: [], error: null },
{ data: [], error: null },
]
const output = await generateSIEExport(supabase, 'company-1', baseOptions)
expect(output).not.toContain('#VER')
expect(output).not.toContain('#TRANS')
})
it('produces no #DIM lines when no dimensions exist', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: [], error: null },
{ data: [], error: null },
{ data: [], error: null },
{ data: [], error: null },
]
const output = await generateSIEExport(supabase, 'company-1', baseOptions)
expect(output).not.toContain('#DIM')
expect(output).not.toContain('#OBJEKT')
})
})