Files
accounted/tests/helpers.ts
T
Jakob Wennberg b5df2fb292 feat: invoice-inbox polish + SIE source voucher traceability (#299)
* fix: consolidate commit_journal_entry to single 4-arg signature

Replaces the phantom-overload drop migration with an idempotent consolidation
that leaves only the 4-arg-with-defaults signature, callable with either 2 or
4 named args. Fixes the "Could not choose the best candidate function"
ambiguity caused when the commit-metadata migration CREATE OR REPLACE'd a
4-arg version alongside the existing 2-arg one.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat: preserve SIE source voucher identity on journal entries

Adds source_voucher_series / source_voucher_number columns to journal_entries
so per-verifikat traceability survives the importer's skip-empty-voucher
logic. The SIE importer populates the original series/number even when
skipped vouchers cause gnubok's target numbering to drift from the source
file's sequence. Required for BFNAR 2013:2 kap 8 behandlingshistorik.

- Migration adds columns + partial index + extends immutability trigger
- importVouchers() records rawSeries/rawNumber per voucher
- JournalEntry type + test fixtures gain the new fields
- Bookkeeping detail page surfaces "Ursprungligt verifikat" when present

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat: polish invoice-inbox workspace for production use

- Bedrock image fit: shrink images > 5 MB via sharp before Bedrock upload
  so HEIC/high-res phone photos don't fail with the 5 MB cap
- Swedish error mapping: toSwedishInboxError translates Bedrock /
  infrastructure errors to Swedish sentences stored in error_message
- History timeline endpoint (GET /items/:id/history) returns the
  processing_history events correlated to the inbox item
- Workspace UI: inline diagnostic timeline inside the convert dialog,
  same-email row grouping ("+N dokument" chip), inferred-VAT affordance
  with "needs review" signalling, Riksbanken exchange-rate prefill for
  foreign-currency invoices so the supplier-invoice create path populates
  *_sek audit columns

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat: extend inbox-smart-match to supplier invoices

Both receipts and supplier invoices expose structurally identical match
anchors (date, amount, currency, counterparty name) so the matcher can
reuse the same narrowing + LLM prompt. Adds getMatchAnchors() as a shared
extractor across ReceiptExtractionResult / InvoiceExtractionResult, and
updates the event handlers to process supplier_invoice items alongside
receipts. LLM prompt re-phrased as "dokument" rather than "kvitto" and
loosened the date-window heuristic since invoice payments can lag behind
the invoice date by weeks.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* refactor: drop unused category selector from TransactionForm

The manual "Lägg till transaktion" dialog predates the current categorization
flow (SwipeCategorizationView, BatchCategorySelector, AI suggestions). The
category dropdown here never drove journal-entry creation — onSubmit fanned
it out to CreateTransactionInput.category, which is optional. Removes the
dropdown, the unused watch() hook, and the categories lookup table.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(migrations): restore drop-phantom file and rebump timestamps

Supabase branch DB failed with PK violation on schema_migrations because
my two migrations collided with timestamps already on main:
  20260421120000 → journal_entries_with_related_rpc (PR #298)
  20260421130000 → drop_legacy_supplier_invoice_user_id_uniqueness (PR #296)

Rebumped to 20260421140000 and 20260421150000 so each migration has a
unique version (Supabase uses only the 14-digit prefix as the PK).

Also restored the 20260420130000_drop_phantom_commit_journal_entry_overload
migration I had deleted — CLAUDE.md rule #5 forbids modifying existing
migrations. My consolidate migration is still compatible: drop_phantom
drops the 4-arg overload (no-op where absent), then consolidate recreates
it with defaults.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(inbox-smart-match): anchor invoices on dueDate with wider window

The original ±7d window around invoiceDate filtered out all real payments
for invoices with standard 30–60 day terms — the matcher would see zero
candidates before the LLM was called, making the supplier-invoice matcher
effectively dead.

New anchor selection:
- Receipts: receipt date ±7 days (unchanged; paid on the spot)
- Invoices with dueDate: dueDate ±14 days (covers early/late payments)
- Invoices without dueDate: invoiceDate -7/+45 days (covers 30-day terms)

MatchAnchors now carries windowDaysBefore/After so the window can vary per
document shape. Added three getMatchAnchors tests asserting window sizes.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-21 14:33:38 +02:00

762 lines
19 KiB
TypeScript

/**
* Shared test helpers — mock factories and fixture builders
*/
import { vi } from 'vitest'
import type {
Receipt,
Transaction,
FiscalPeriod,
JournalEntry,
JournalEntryLine,
DocumentAttachment,
TaxCode,
Invoice,
InvoicePayment,
Customer,
Supplier,
SupplierInvoice,
CompanySettings,
InvoiceInboxItem,
CategorizationTemplate,
Company,
CompanyMember,
} from '@/types'
import type { SIEVoucher, SIETransactionLine } from '@/lib/import/types'
// ============================================================
// Chainable Supabase mock
// ============================================================
/**
* Creates a deeply chainable mock that mirrors the Supabase client API.
*
* Usage:
* const { supabase, mockResult } = createMockSupabase()
* mockResult({ data: [...], error: null })
* const { data } = await supabase.from('table').select('*').eq('id', '1').single()
*/
export function createMockSupabase() {
// The value that terminal calls (.single(), .maybeSingle(), or the chain itself) resolve to
let pendingResult: { data: unknown; error: unknown; count?: number | null } = {
data: null,
error: null,
}
const mockResult = (result: {
data?: unknown
error?: unknown
count?: number | null
}) => {
pendingResult = {
data: result.data ?? null,
error: result.error ?? null,
count: result.count ?? null,
}
}
// Build a proxy that returns itself for any chained method call,
// and resolves to pendingResult when awaited.
const buildChain = (): unknown => {
const handler: ProxyHandler<object> = {
get(_target, prop) {
if (prop === 'then') {
// Make the chain thenable — resolves to pendingResult
return (resolve: (v: unknown) => void) => resolve(pendingResult)
}
// Return a function that returns a new chain
return (..._args: unknown[]) => buildChain()
},
}
return new Proxy({}, handler)
}
// Storage mock
const storageMock = {
from: vi.fn().mockReturnValue({
upload: vi.fn().mockResolvedValue({ data: {}, error: null }),
download: vi.fn().mockResolvedValue({
data: new Blob(['test']),
error: null,
}),
remove: vi.fn().mockResolvedValue({ data: [], error: null }),
getPublicUrl: vi.fn().mockReturnValue({
data: { publicUrl: 'https://example.com/file.jpg' },
}),
}),
}
const supabase = {
from: vi.fn().mockImplementation(() => buildChain()),
rpc: vi.fn().mockImplementation(() => buildChain()),
storage: storageMock,
}
return { supabase, mockResult }
}
// ============================================================
// Fixture factories
// ============================================================
let _counter = 0
const nextId = () => `test-${++_counter}`
export function makeCompany(overrides: Partial<Company> = {}): Company {
const { team_id = null, ...rest } = overrides
return {
id: 'company-1',
name: 'Test Company',
org_number: null,
entity_type: 'enskild_firma',
created_by: 'user-1',
team_id,
archived_at: null,
created_at: '2024-01-01T00:00:00Z',
updated_at: '2024-01-01T00:00:00Z',
...rest,
}
}
export function makeCompanyMember(overrides: Partial<CompanyMember> = {}): CompanyMember {
return {
id: 'member-1',
company_id: 'company-1',
user_id: 'user-1',
role: 'owner',
invited_by: null,
joined_at: '2024-01-01T00:00:00Z',
created_at: '2024-01-01T00:00:00Z',
updated_at: '2024-01-01T00:00:00Z',
...overrides,
}
}
export function makeReceipt(overrides: Partial<Receipt> = {}): Receipt {
return {
id: nextId(),
user_id: 'user-1',
company_id: 'company-1',
image_url: 'https://example.com/receipt.jpg',
image_thumbnail_url: null,
status: 'confirmed',
extraction_confidence: 0.95,
merchant_name: 'ICA Maxi',
merchant_org_number: null,
merchant_vat_number: null,
receipt_date: '2024-06-15',
receipt_time: '14:30',
total_amount: 299.0,
currency: 'SEK',
vat_amount: 59.8,
is_restaurant: false,
is_systembolaget: false,
is_foreign_merchant: false,
representation_persons: null,
representation_purpose: null,
representation_business_connection: null,
source: 'upload',
email_from: null,
matched_transaction_id: null,
match_confidence: null,
raw_extraction: null,
created_at: '2024-06-15T14:30:00Z',
updated_at: '2024-06-15T14:30:00Z',
...overrides,
}
}
export function makeTransaction(overrides: Partial<Transaction> = {}): Transaction {
return {
id: nextId(),
user_id: 'user-1',
company_id: 'company-1',
bank_connection_id: null,
external_id: null,
date: '2024-06-15',
description: 'ICA MAXI STOCKHOLM',
amount: -299.0,
currency: 'SEK',
amount_sek: null,
exchange_rate: null,
exchange_rate_date: null,
category: 'uncategorized',
is_business: null,
invoice_id: null,
supplier_invoice_id: null,
potential_invoice_id: null,
potential_supplier_invoice_id: null,
journal_entry_id: null,
mcc_code: null,
merchant_name: 'ICA Maxi',
reconciliation_method: null,
receipt_id: null,
import_source: null,
reference: null,
notes: null,
created_at: '2024-06-15T14:30:00Z',
updated_at: '2024-06-15T14:30:00Z',
...overrides,
}
}
export function makeFiscalPeriod(overrides: Partial<FiscalPeriod> = {}): FiscalPeriod {
return {
id: nextId(),
user_id: 'user-1',
company_id: 'company-1',
name: 'FY 2024',
period_start: '2024-01-01',
period_end: '2024-12-31',
is_closed: false,
closed_at: null,
locked_at: null,
retention_expires_at: null,
opening_balances_set: false,
closing_entry_id: null,
opening_balance_entry_id: null,
previous_period_id: null,
created_at: '2024-01-01T00:00:00Z',
updated_at: '2024-01-01T00:00:00Z',
...overrides,
}
}
export function makeJournalEntry(overrides: Partial<JournalEntry> = {}): JournalEntry {
return {
id: nextId(),
user_id: 'user-1',
company_id: 'company-1',
fiscal_period_id: 'period-1',
voucher_number: 1,
voucher_series: 'A',
entry_date: '2024-06-15',
description: 'Test entry',
source_type: 'manual',
source_id: null,
source_voucher_series: null,
source_voucher_number: null,
status: 'posted',
committed_at: '2024-06-15T14:30:00Z',
reversed_by_id: null,
reverses_id: null,
correction_of_id: null,
attachment_urls: null,
notes: null,
commit_method: null,
rubric_version: null,
created_at: '2024-06-15T14:30:00Z',
updated_at: '2024-06-15T14:30:00Z',
...overrides,
}
}
export function makeJournalEntryLine(
overrides: Partial<JournalEntryLine> = {}
): JournalEntryLine {
return {
id: nextId(),
journal_entry_id: 'entry-1',
account_number: '1930',
account_id: null,
debit_amount: 0,
credit_amount: 0,
currency: 'SEK',
amount_in_currency: null,
exchange_rate: null,
line_description: null,
tax_code: null,
cost_center: null,
project: null,
sort_order: 0,
created_at: '2024-06-15T14:30:00Z',
...overrides,
}
}
export function makeDocumentAttachment(
overrides: Partial<DocumentAttachment> = {}
): DocumentAttachment {
return {
id: nextId(),
user_id: 'user-1',
company_id: 'company-1',
storage_path: 'documents/user-1/file.pdf',
file_name: 'file.pdf',
file_size_bytes: 1024,
mime_type: 'application/pdf',
sha256_hash: 'abc123',
version: 1,
original_id: null,
superseded_by_id: null,
is_current_version: true,
uploaded_by: 'user-1',
upload_source: 'file_upload',
digitization_date: '2024-06-15T14:30:00Z',
journal_entry_id: null,
journal_entry_line_id: null,
prev_version_hash: null,
last_integrity_check_at: null,
created_at: '2024-06-15T14:30:00Z',
updated_at: '2024-06-15T14:30:00Z',
...overrides,
}
}
export function makeTaxCode(overrides: Partial<TaxCode> = {}): TaxCode {
return {
id: nextId(),
user_id: null,
code: 'MP1',
description: 'Utgående moms 25%',
rate: 25,
moms_basis_boxes: ['05'],
moms_tax_boxes: ['10'],
moms_input_boxes: [],
is_output_vat: true,
is_reverse_charge: false,
is_eu: false,
is_export: false,
is_oss: false,
is_system: true,
created_at: '2024-01-01T00:00:00Z',
updated_at: '2024-01-01T00:00:00Z',
...overrides,
}
}
export function makeInvoice(overrides: Partial<Invoice> = {}): Invoice {
return {
id: nextId(),
user_id: 'user-1',
company_id: 'company-1',
customer_id: 'customer-1',
invoice_number: 'F-2024001',
invoice_date: '2024-06-15',
due_date: '2024-07-15',
delivery_date: null,
status: 'draft',
currency: 'SEK',
exchange_rate: null,
exchange_rate_date: null,
subtotal: 10000,
subtotal_sek: null,
vat_amount: 2500,
vat_amount_sek: null,
total: 12500,
total_sek: null,
vat_treatment: 'standard_25',
vat_rate: 25,
moms_ruta: '10',
your_reference: null,
our_reference: null,
notes: null,
reverse_charge_text: null,
credited_invoice_id: null,
document_type: 'invoice',
converted_from_id: null,
paid_at: null,
paid_amount: null,
remaining_amount: 12500,
created_at: '2024-06-15T14:30:00Z',
updated_at: '2024-06-15T14:30:00Z',
...overrides,
}
}
export function makeInvoicePayment(
overrides: Partial<InvoicePayment> = {}
): InvoicePayment {
return {
id: nextId(),
user_id: 'user-1',
company_id: 'company-1',
invoice_id: 'invoice-1',
payment_date: '2024-07-01',
amount: 12500,
currency: 'SEK',
exchange_rate: null,
exchange_rate_difference: 0,
journal_entry_id: null,
transaction_id: null,
notes: null,
created_at: '2024-07-01T00:00:00Z',
...overrides,
}
}
export function makeCustomer(overrides: Partial<Customer> = {}): Customer {
return {
id: nextId(),
user_id: 'user-1',
company_id: 'company-1',
name: 'Test AB',
customer_type: 'swedish_business',
email: 'kontakt@test.se',
phone: null,
address_line1: 'Storgatan 1',
address_line2: null,
postal_code: '111 22',
city: 'Stockholm',
country: 'SE',
org_number: '5566778899',
vat_number: 'SE556677889901',
vat_number_validated: true,
vat_number_validated_at: '2024-01-01T00:00:00Z',
default_payment_terms: 30,
notes: null,
created_at: '2024-01-01T00:00:00Z',
updated_at: '2024-01-01T00:00:00Z',
...overrides,
}
}
export function makeSupplier(overrides: Partial<Supplier> = {}): Supplier {
return {
id: nextId(),
user_id: 'user-1',
company_id: 'company-1',
name: 'Leverantör AB',
supplier_type: 'swedish_business',
email: 'info@leverantor.se',
phone: null,
address_line1: 'Industrivägen 5',
address_line2: null,
postal_code: '123 45',
city: 'Göteborg',
country: 'SE',
org_number: '5599887766',
vat_number: null,
bankgiro: '123-4567',
plusgiro: null,
bank_account: null,
iban: null,
bic: null,
default_expense_account: '6200',
default_payment_terms: 30,
default_currency: 'SEK',
notes: null,
created_at: '2024-01-01T00:00:00Z',
updated_at: '2024-01-01T00:00:00Z',
...overrides,
}
}
export function makeSupplierInvoice(
overrides: Partial<SupplierInvoice> = {}
): SupplierInvoice {
return {
id: nextId(),
user_id: 'user-1',
company_id: 'company-1',
supplier_id: 'supplier-1',
arrival_number: 1,
supplier_invoice_number: 'LF-001',
invoice_date: '2024-06-01',
due_date: '2024-07-01',
received_date: '2024-06-02',
delivery_date: null,
status: 'registered',
currency: 'SEK',
exchange_rate: null,
exchange_rate_date: null,
subtotal: 8000,
subtotal_sek: null,
vat_amount: 2000,
vat_amount_sek: null,
total: 10000,
total_sek: null,
vat_treatment: 'standard_25',
reverse_charge: false,
payment_reference: null,
paid_at: null,
paid_amount: 0,
remaining_amount: 10000,
is_credit_note: false,
credited_invoice_id: null,
registration_journal_entry_id: null,
payment_journal_entry_id: null,
transaction_id: null,
document_id: null,
notes: null,
created_at: '2024-06-02T00:00:00Z',
updated_at: '2024-06-02T00:00:00Z',
...overrides,
}
}
export function makeCompanySettings(
overrides: Partial<CompanySettings> = {}
): CompanySettings {
return {
id: nextId(),
user_id: 'user-1',
company_id: 'company-1',
entity_type: 'enskild_firma',
company_name: 'Test Firma',
trade_name: null,
org_number: '199001011234',
address_line1: 'Testgatan 1',
address_line2: null,
postal_code: '111 22',
city: 'Stockholm',
country: 'SE',
phone: null,
email: null,
website: null,
pays_salaries: false,
f_skatt: true,
vat_registered: true,
vat_number: null,
moms_period: 'quarterly',
fiscal_year_start_month: 1,
preliminary_tax_monthly: null,
bank_name: null,
clearing_number: null,
account_number: null,
bankgiro: null,
plusgiro: null,
iban: null,
bic: null,
accounting_method: 'accrual',
invoice_prefix: 'F',
next_invoice_number: 1,
next_delivery_note_number: 1,
invoice_default_days: 30,
invoice_default_notes: null,
bookkeeping_locked_through: null,
auto_lock_period_days: null,
default_voucher_series: 'A',
ore_rounding: true,
invoice_show_ocr: true,
invoice_show_bankgiro: true,
invoice_show_plusgiro: true,
invoice_late_fee_text: null,
invoice_credit_terms_text: null,
logo_url: null,
onboarding_step: 6,
onboarding_complete: true,
sector_slug: null,
is_sandbox: false,
created_at: '2024-01-01T00:00:00Z',
updated_at: '2024-01-01T00:00:00Z',
...overrides,
}
}
export function makeInvoiceInboxItem(
overrides: Partial<InvoiceInboxItem> = {}
): InvoiceInboxItem {
return {
id: nextId(),
user_id: 'user-1',
company_id: 'company-1',
status: 'pending',
source: 'upload',
email_from: null,
email_subject: null,
email_received_at: null,
email_body_text: null,
resend_email_id: null,
resend_attachment_id: null,
document_id: null,
extracted_data: null,
confidence: null,
matched_supplier_id: null,
created_supplier_invoice_id: null,
error_message: null,
document_type: 'supplier_invoice',
linked_receipt_id: null,
raw_email_payload: null,
suggested_template_id: null,
suggested_template_confidence: null,
matched_transaction_id: null,
match_confidence: null,
match_method: null,
match_reasoning: null,
correlation_id: null,
created_at: '2024-06-15T14:30:00Z',
updated_at: '2024-06-15T14:30:00Z',
...overrides,
}
}
// ============================================================
// API Route Test Helpers
// ============================================================
/**
* Build a Request object for testing Next.js API route handlers.
*/
export function createMockRequest(
url: string,
options?: {
method?: string
body?: unknown
searchParams?: Record<string, string>
}
): Request {
const fullUrl = new URL(url, 'http://localhost:3000')
if (options?.searchParams) {
for (const [key, value] of Object.entries(options.searchParams)) {
fullUrl.searchParams.set(key, value)
}
}
return new Request(fullUrl.toString(), {
method: options?.method || 'GET',
headers: { 'Content-Type': 'application/json' },
...(options?.body ? { body: JSON.stringify(options.body) } : {}),
})
}
/**
* Parse NextResponse to {status, body}.
*/
export async function parseJsonResponse<T = unknown>(
response: Response
): Promise<{ status: number; body: T }> {
const body = (await response.json()) as T
return { status: response.status, body }
}
/**
* Build Promise-based params for Next.js 16 dynamic routes.
*/
export function createMockRouteParams<T extends Record<string, string>>(
params: T
): { params: Promise<T> } {
return { params: Promise.resolve(params) }
}
/**
* Queue-based Supabase mock for routes with multiple sequential DB calls.
*
* Each call to `.from()` or `.rpc()` consumes the next result in the queue.
*/
export function createQueuedMockSupabase() {
const queue: { data: unknown; error: unknown; count?: number | null }[] = []
const enqueue = (result: {
data?: unknown
error?: unknown
count?: number | null
}) => {
queue.push({
data: result.data ?? null,
error: result.error ?? null,
count: result.count ?? null,
})
}
const enqueueMany = (
results: { data?: unknown; error?: unknown; count?: number | null }[]
) => {
for (const r of results) {
enqueue(r)
}
}
const reset = () => {
queue.length = 0
}
const buildChain = (): unknown => {
// Capture the result at chain creation (when from/rpc is called)
const result = queue.shift() || { data: null, error: null, count: null }
const handler: ProxyHandler<object> = {
get(_target, prop) {
if (prop === 'then') {
return (resolve: (v: unknown) => void) => resolve(result)
}
return (..._args: unknown[]) => buildChain2(result)
},
}
return new Proxy({}, handler)
}
// Inner chain methods reuse the same result
const buildChain2 = (result: {
data: unknown
error: unknown
count?: number | null
}): unknown => {
const handler: ProxyHandler<object> = {
get(_target, prop) {
if (prop === 'then') {
return (resolve: (v: unknown) => void) => resolve(result)
}
return (..._args: unknown[]) => buildChain2(result)
},
}
return new Proxy({}, handler)
}
const storageMock = {
from: vi.fn().mockReturnValue({
upload: vi.fn().mockResolvedValue({ data: {}, error: null }),
download: vi.fn().mockResolvedValue({
data: new Blob(['test']),
error: null,
}),
remove: vi.fn().mockResolvedValue({ data: [], error: null }),
getPublicUrl: vi.fn().mockReturnValue({
data: { publicUrl: 'https://example.com/file.jpg' },
}),
}),
}
const supabase = {
from: vi.fn().mockImplementation(() => buildChain()),
rpc: vi.fn().mockImplementation(() => buildChain()),
storage: storageMock,
auth: {
getUser: vi.fn(),
},
}
return { supabase, enqueue, enqueueMany, reset }
}
export function makeCategorizationTemplate(
overrides: Partial<CategorizationTemplate> = {}
): CategorizationTemplate {
return {
id: nextId(),
user_id: 'user-1',
company_id: 'company-1',
counterparty_name: 'telia',
counterparty_aliases: ['telia sverige ab'],
debit_account: '6200',
credit_account: '1930',
vat_treatment: 'standard_25',
vat_account: '2641',
category: 'expense_telecom',
occurrence_count: 5,
confidence: 0.7,
last_seen_date: '2024-06-15',
source: 'user_approved',
line_pattern: null,
is_active: true,
created_at: '2024-01-01T00:00:00Z',
updated_at: '2024-06-15T00:00:00Z',
...overrides,
}
}
export function makeSIEVoucher(
overrides: Partial<Omit<SIEVoucher, 'lines'>> & { lines?: SIETransactionLine[] } = {}
): SIEVoucher {
return {
series: 'A',
number: 1,
date: new Date(2024, 5, 15), // June 15, 2024
description: 'Faktura',
lines: [
{ account: '1930', amount: -1000 },
{ account: '6200', amount: 800 },
{ account: '2641', amount: 200 },
],
...overrides,
}
}