Files
accounted/lib/pending-operations/__tests__/create-invoice-executor.test.ts
T
Mattsson caa0c3b41d feat(mcp): accept article_id on gnubok_create_invoice lines (#1638)
* feat(mcp): accept article_id on gnubok_create_invoice lines

Invoice lines staged via MCP can now reference a catalog article
(artikelregister). Staging prefills description, unit, unit_price,
vat_rate and revenue account from the article with explicit-wins
semantics, mirroring the web line picker. Unknown, foreign-company and
deactivated articles are refused at staging, as is a price prefill from
an article priced in another currency. The approval executor gains a
company-scope gate for staged article_id values: the FK on
invoice_items.article_id proves existence, not tenancy.

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

* fix(mcp): adopt article VAT rate only from the customer's default set

Web line picker parity (InvoiceEditor's applyArticle guard): an article's
stored vat_rate is its domestic rate. The prefill previously staged it
unconditionally, and the staging/commit gates check the wider permitted
set (which includes 25/12/6 for taxed-where-performed supplies), so
{article_id, quantity} to a validated EU business staged 25% Swedish VAT
onto a reverse-charge invoice. The customer is now fetched before the
prefill and the article rate is adopted only when it is in the
customer's default rate set; foreign-business lines fall back to the 0%
reverse-charge/export default unless the agent sets vat_rate explicitly.
Prefill logic extracted into resolveInvoiceLineFromArticle (CodeRabbit).

Found by the skeptic review pass (two independent refutations) and the
Swedish accounting compliance bot, all converging on the same defect.

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

* fix(invoices): name the article VAT adoption set in vat-rules, not the MCP server

The vat-rate-gate-parity guard pins that no invoice write path mentions
getAvailableVatRates: gating on the picker default is the bug it exists
to prevent. The article-rate adoption in gnubok_create_invoice needs the
default set for a different purpose (prefill, not gating), so the
semantics move into lib/invoices/vat-rules.ts as
getArticleVatRateAdoptionSet(), with tests pinning that adoption is
empty for single-rate foreign customers and always a subset of the
permitted set. server.ts keeps gating on getPermittedVatRates.

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-17 11:42:51 +02:00

423 lines
14 KiB
TypeScript

/**
* Unit tests for the create_invoice executor, run through the public
* `commitPendingOperation` dispatcher (executors are not exported).
*
* Covers the two server-authoritative VAT behaviors flagged in review:
* 1. A non-VAT-registered company gets every line rate coerced to 0 and the
* invoice stored as momsfri ('exempt'), regardless of what was staged.
* 2. Free-text rows (line_type 'text') are excluded from subtotal, VAT, and
* mixed-rate detection: a text row's 0% must not flip vat_rate to null.
*/
import { describe, it, expect, vi, beforeEach } from 'vitest'
import { eventBus } from '@/lib/events/bus'
import { makeCustomer } from '@/tests/helpers'
import type { PendingOperation } from '@/types'
import { commitPendingOperation } from '../commit'
function makePendingOp(overrides: Partial<PendingOperation>): PendingOperation {
return {
id: 'op-1',
user_id: 'user-1',
company_id: 'company-1',
operation_type: 'create_invoice',
status: 'pending',
title: 'test',
params: {},
preview_data: {},
result_data: null,
actor_type: 'user',
actor_id: null,
actor_label: null,
risk_level: 'medium',
created_at: '2026-05-03T00:00:00Z',
resolved_at: null,
updated_at: '2026-05-03T00:00:00Z',
...overrides,
} as PendingOperation
}
/**
* Queue-based supabase mock that also records `.insert()` payloads per table,
* so assertions can inspect what was actually written.
*/
function createCapturingSupabase(results: Array<{ data?: unknown; error?: unknown }>) {
const queue = [...results]
const inserts: Record<string, unknown[]> = {}
const from = vi.fn((table: string) => {
const raw = queue.shift() ?? { data: null, error: null }
const result = { data: raw.data ?? null, error: raw.error ?? null }
const chain: object = new Proxy(
{},
{
get(_target, prop) {
if (prop === 'then') {
return (resolve: (v: unknown) => void) => resolve(result)
}
if (prop === 'insert') {
return (payload: unknown) => {
;(inserts[table] ??= []).push(payload)
return chain
}
}
return () => chain
},
},
)
return chain
})
return { supabase: { from }, inserts }
}
const customer = makeCustomer({ id: 'cust-1', customer_type: 'swedish_business' })
/** Queue for the dispatcher + executor call sequence (SEK, no overrides):
* CAS claim → customers → company_settings → invoices insert →
* invoice_items insert → complete-invoice select → dispatcher update. */
function queueFor(
settings: { vat_registered: boolean } | null,
forCustomer: typeof customer = customer,
) {
return [
{ data: { id: 'op-1' } },
{ data: forCustomer },
{ data: settings },
{ data: { id: 'inv-1', invoice_number: null } },
{ data: null },
{ data: { id: 'inv-1' } },
{ data: null },
]
}
// A validated EU business: the picker default is a single locked 0%
// (huvudregeln, ML 6 kap. 34 §), but the gate reads the wider permitted set.
const euCustomer = makeCustomer({
id: 'cust-1',
customer_type: 'eu_business',
vat_number_validated: true,
})
beforeEach(() => {
vi.clearAllMocks()
eventBus.clear()
})
describe('commitPendingOperation: create_invoice', () => {
it('coerces a staged non-zero VAT rate to 0 for a non-VAT-registered company', async () => {
const { supabase, inserts } = createCapturingSupabase(queueFor({ vat_registered: false }))
const op = makePendingOp({
params: {
customer_id: 'cust-1',
items: [{ description: 'Konsulttimmar', quantity: 1, unit: 'tim', unit_price: 1000, vat_rate: 25 }],
invoice_date: '2026-06-01',
due_date: '2026-07-01',
},
})
const result = await commitPendingOperation(supabase as never, 'user-1', 'company-1', op)
expect(result.status).toBe('committed')
expect(inserts['invoices']).toHaveLength(1)
expect(inserts['invoices'][0]).toMatchObject({
subtotal: 1000,
vat_amount: 0,
total: 1000,
vat_rate: 0,
vat_treatment: 'exempt',
moms_ruta: null,
})
const itemRows = inserts['invoice_items'][0] as Array<Record<string, unknown>>
expect(itemRows).toHaveLength(1)
expect(itemRows[0]).toMatchObject({ vat_rate: 0, vat_amount: 0 })
})
it('keeps the staged rate for a VAT-registered company', async () => {
const { supabase, inserts } = createCapturingSupabase(queueFor({ vat_registered: true }))
const op = makePendingOp({
params: {
customer_id: 'cust-1',
items: [{ description: 'Konsulttimmar', quantity: 1, unit: 'tim', unit_price: 1000, vat_rate: 25 }],
},
})
const result = await commitPendingOperation(supabase as never, 'user-1', 'company-1', op)
expect(result.status).toBe('committed')
expect(inserts['invoices'][0]).toMatchObject({
subtotal: 1000,
vat_amount: 250,
total: 1250,
vat_rate: 25,
moms_ruta: '05',
})
})
it('excludes text rows from totals and mixed-rate detection', async () => {
const { supabase, inserts } = createCapturingSupabase(queueFor({ vat_registered: true }))
const op = makePendingOp({
params: {
customer_id: 'cust-1',
items: [
{ description: 'Konsulttimmar', quantity: 2, unit: 'tim', unit_price: 500, vat_rate: 25 },
{ line_type: 'text', description: 'Avser vecka 23', quantity: 0, unit: '', unit_price: 0, vat_rate: 0 },
],
},
})
const result = await commitPendingOperation(supabase as never, 'user-1', 'company-1', op)
expect(result.status).toBe('committed')
// The text row's 0% must not trigger mixed-rate (vat_rate: null).
expect(inserts['invoices'][0]).toMatchObject({
subtotal: 1000,
vat_amount: 250,
total: 1250,
vat_rate: 25,
})
const itemRows = inserts['invoice_items'][0] as Array<Record<string, unknown>>
expect(itemRows).toHaveLength(2)
expect(itemRows[0]).toMatchObject({ line_type: 'product', vat_rate: 25, vat_amount: 250, line_total: 1000 })
expect(itemRows[1]).toMatchObject({
line_type: 'text',
description: 'Avser vecka 23',
quantity: 0,
unit_price: 0,
line_total: 0,
vat_rate: 0,
vat_amount: 0,
})
})
})
describe('commitPendingOperation: create_invoice: VAT rates for a foreign business', () => {
it('accepts an explicit 12% line to a validated EU business (taxed where performed)', async () => {
// A Stockholm hotel night sold to a German company carries 12% Swedish VAT
// (ML 6 kap., taxed where the supply is performed). The picker default for
// that customer is 0%, so refusing 12% made the invoice impossible to issue.
const { supabase, inserts } = createCapturingSupabase(
queueFor({ vat_registered: true }, euCustomer),
)
const op = makePendingOp({
params: {
customer_id: 'cust-1',
items: [{ description: 'Hotellnatt Stockholm', quantity: 2, unit: 'st', unit_price: 1000, vat_rate: 12 }],
},
})
const result = await commitPendingOperation(supabase as never, 'user-1', 'company-1', op)
expect(result.status).toBe('committed')
expect(inserts['invoices'][0]).toMatchObject({
subtotal: 2000,
vat_amount: 240,
total: 2240,
vat_rate: 12,
})
})
it('still defaults to 0% when a line omits vat_rate', async () => {
// Widening the accepted set must not move the default: an omitted rate
// falls back to getVatRules().rate, which is 0% (reverse charge).
const { supabase, inserts } = createCapturingSupabase(
queueFor({ vat_registered: true }, euCustomer),
)
const op = makePendingOp({
params: {
customer_id: 'cust-1',
items: [{ description: 'Konsulttimmar', quantity: 1, unit: 'tim', unit_price: 1000 }],
},
})
const result = await commitPendingOperation(supabase as never, 'user-1', 'company-1', op)
expect(result.status).toBe('committed')
expect(inserts['invoices'][0]).toMatchObject({
subtotal: 1000,
vat_amount: 0,
total: 1000,
vat_rate: 0,
vat_treatment: 'reverse_charge',
})
})
it('still rejects a rate that is not a Swedish VAT rate', async () => {
// The permitted set widened to 0/25/12/6, not to anything: 10% stays out.
const { supabase } = createCapturingSupabase(queueFor({ vat_registered: true }, euCustomer))
const op = makePendingOp({
params: {
customer_id: 'cust-1',
items: [{ description: 'X', quantity: 1, unit: 'st', unit_price: 1000, vat_rate: 10 }],
},
})
const result = await commitPendingOperation(supabase as never, 'user-1', 'company-1', op)
expect(result.status).toBe('failed')
expect(result.error).toMatch(/10%/)
})
})
describe('commitPendingOperation: create_invoice: staged article references', () => {
it('writes a company-scoped article_id through to the invoice_items row', async () => {
// Queue: CAS claim → customers → company_settings → articles scope check →
// invoices insert → invoice_items insert → complete select → update.
const { supabase, inserts } = createCapturingSupabase([
{ data: { id: 'op-1' } },
{ data: customer },
{ data: { vat_registered: true } },
{ data: [{ id: 'art-1' }] },
{ data: { id: 'inv-1', invoice_number: null } },
{ data: null },
{ data: { id: 'inv-1' } },
{ data: null },
])
const op = makePendingOp({
params: {
customer_id: 'cust-1',
items: [
{
description: 'Konsulttimme',
quantity: 2,
unit: 'tim',
unit_price: 1200,
vat_rate: 25,
article_id: 'art-1',
},
],
},
})
const result = await commitPendingOperation(supabase as never, 'user-1', 'company-1', op)
expect(result.status).toBe('committed')
const itemRows = inserts['invoice_items'][0] as Array<Record<string, unknown>>
expect(itemRows[0]).toMatchObject({ article_id: 'art-1', line_total: 2400 })
})
it('fails when a staged article_id belongs to another company (drift/tamper gate)', async () => {
// The FK on invoice_items.article_id only proves existence, not tenancy:
// the executor must refuse an id the scoped select cannot see.
const { supabase, inserts } = createCapturingSupabase([
{ data: { id: 'op-1' } },
{ data: customer },
{ data: { vat_registered: true } },
{ data: [] },
{ data: null },
])
const op = makePendingOp({
params: {
customer_id: 'cust-1',
items: [
{
description: 'Konsulttimme',
quantity: 1,
unit: 'tim',
unit_price: 1200,
vat_rate: 25,
article_id: 'art-foreign',
},
],
},
})
const result = await commitPendingOperation(supabase as never, 'user-1', 'company-1', op)
expect(result.status).toBe('failed')
expect(result.error).toMatch(/Artikel art-foreign finns inte i företaget/)
expect(inserts['invoices']).toBeUndefined()
})
})
describe('commitPendingOperation: create_invoice: dimensions propagation (PR7)', () => {
it('staged default_dimensions lands on the invoices row and item bags on invoice_items rows', async () => {
const { supabase, inserts } = createCapturingSupabase(queueFor({ vat_registered: true }))
const op = makePendingOp({
params: {
customer_id: 'cust-1',
default_dimensions: { '1': 'KS01' },
items: [
{
description: 'Konsulttimmar',
quantity: 1,
unit: 'tim',
unit_price: 1000,
vat_rate: 25,
dimensions: { '6': 'P001' },
},
{ line_type: 'text', description: 'Avser vecka 23', quantity: 0, unit: '', unit_price: 0, vat_rate: 0 },
],
},
})
const result = await commitPendingOperation(supabase as never, 'user-1', 'company-1', op)
expect(result.status).toBe('committed')
expect(inserts['invoices'][0]).toMatchObject({ default_dimensions: { '1': 'KS01' } })
const itemRows = inserts['invoice_items'][0] as Array<Record<string, unknown>>
expect(itemRows).toHaveLength(2)
expect(itemRows[0]).toMatchObject({ line_type: 'product', dimensions: { '6': 'P001' } })
// Text rows never carry a bag.
expect(itemRows[1]).toMatchObject({ line_type: 'text', dimensions: {} })
})
it('defaults to {} when no bags are staged', async () => {
const { supabase, inserts } = createCapturingSupabase(queueFor({ vat_registered: true }))
const op = makePendingOp({
params: {
customer_id: 'cust-1',
items: [{ description: 'Konsulttimmar', quantity: 1, unit: 'tim', unit_price: 1000, vat_rate: 25 }],
},
})
const result = await commitPendingOperation(supabase as never, 'user-1', 'company-1', op)
expect(result.status).toBe('committed')
expect(inserts['invoices'][0]).toMatchObject({ default_dimensions: {} })
const itemRows = inserts['invoice_items'][0] as Array<Record<string, unknown>>
expect(itemRows[0]).toMatchObject({ dimensions: {} })
})
it('coerces an INVALID staged bag away: the insert gets {} (drift/tamper gate)', async () => {
const { supabase, inserts } = createCapturingSupabase(queueFor({ vat_registered: true }))
const op = makePendingOp({
params: {
customer_id: 'cust-1',
// '0' is not a valid SIE dimension number: the whole bag is rejected.
default_dimensions: { '0': 'X' },
items: [
{
description: 'Konsulttimmar',
quantity: 1,
unit: 'tim',
unit_price: 1000,
vat_rate: 25,
// Empty code fails the schema: the whole bag is rejected.
dimensions: { '1': '' },
},
],
},
})
const result = await commitPendingOperation(supabase as never, 'user-1', 'company-1', op)
expect(result.status).toBe('committed')
expect(inserts['invoices'][0]).toMatchObject({ default_dimensions: {} })
const itemRows = inserts['invoice_items'][0] as Array<Record<string, unknown>>
expect(itemRows[0]).toMatchObject({ dimensions: {} })
})
})