Checkpoint: Correctifs validés en sandbox : retour contextuel depuis le détail vers Factures BAP avec filtres et tri conservés, et nouvelle action Abonnement Oui/Non/Ne pas modifier dans les automatismes. Ajout de tests de non-régression.

client/src/lib/bapNavigation.ts

@@ -0,0 +1,83 @@
+/**
+ * Paramètres d’affichage qui doivent survivre au passage par le détail d’une
+ * facture BAP. Seules ces clés sont sérialisées afin d’éviter de propager des
+ * paramètres de navigation arbitraires.
+ */
+export type BapFilters = {
+  searchQuery: string;
+  statusFilter: string;
+  selectedYear: string;
+  selectedMonth: string;
+  sortField: "invoiceDate" | "createdAt";
+  sortDir: "asc" | "desc";
+};
+
+const BAP_STATUSES = new Set([
+  "all",
+  "exported",
+  "not_exported",
+  "export_error",
+  "bap_validated",
+  "bap_pending",
+  "to_complete",
+]);
+
+function asSearchParams(search: string): URLSearchParams {
+  return new URLSearchParams(search.startsWith("?") ? search.slice(1) : search);
+}
+
+function isMonth(value: string | null): value is string {
+  return value !== null && /^(0[1-9]|1[0-2])$/.test(value);
+}
+
+function isYear(value: string | null): value is string {
+  return value === "all" || (value !== null && /^\d{4}$/.test(value));
+}
+
+/** Lit et valide les filtres BAP transmis dans l’URL. */
+export function parseBapFilters(search: string, defaultYear: string): BapFilters {
+  const params = asSearchParams(search);
+  const status = params.get("status");
+  const year = params.get("year");
+  const month = params.get("month");
+  const sort = params.get("sort");
+  const direction = params.get("dir");
+
+  return {
+    searchQuery: params.get("q") || "",
+    statusFilter: status && BAP_STATUSES.has(status) ? status : "all",
+    selectedYear: isYear(year) ? year : defaultYear,
+    selectedMonth: month === "all" || isMonth(month) ? month : "all",
+    sortField: sort === "invoiceDate" ? "invoiceDate" : "createdAt",
+    sortDir: direction === "asc" ? "asc" : "desc",
+  };
+}
+
+/** Construit une URL de détail qui conserve explicitement le contexte BAP. */
+export function buildBapDetailLocation(invoiceId: number, filters: BapFilters): string {
+  const params = new URLSearchParams({
+    returnTo: "bap",
+    q: filters.searchQuery,
+    status: filters.statusFilter,
+    year: filters.selectedYear,
+    month: filters.selectedMonth,
+    sort: filters.sortField,
+    dir: filters.sortDir,
+  });
+
+  return `/invoices/${invoiceId}?${params.toString()}`;
+}
+
+/** Retourne la liste d’origine. Sans contexte BAP, le comportement historique est conservé. */
+export function getBapReturnLocation(search: string): string {
+  const params = asSearchParams(search);
+  if (params.get("returnTo") !== "bap") return "/invoices";
+
+  const allowed = new URLSearchParams();
+  for (const key of ["q", "status", "year", "month", "sort", "dir"]) {
+    const value = params.get(key);
+    if (value) allowed.set(key, value);
+  }
+  const query = allowed.toString();
+  return query ? `/invoices-bap?${query}` : "/invoices-bap";
+}

client/src/pages/AutomationRules.tsx

@@ -46,6 +46,7 @@ interface Actions {
   typeAchat?: string;
   serviceConcerne?: string;
   ventilationComptable?: string;
+  isSubscription?: 0 | 1;
 }
 
 export default function AutomationRules() {
@@ -84,6 +85,12 @@ export default function AutomationRules() {
     return val;
   };
 
+  const normalizeSubscriptionAction = (value: unknown): 0 | 1 | undefined => {
+    if (value === 1 || value === "1" || value === "OUI") return 1;
+    if (value === 0 || value === "0" || value === "NON") return 0;
+    return undefined;
+  };
+
   const createMutation = trpc.automationRules.create.useMutation({
     onSuccess: (rule) => {
       if (rule.isActive === 1) {
@@ -204,7 +211,7 @@ export default function AutomationRules() {
       } else {
         setCustomVentilation("");
       }
-      setActions(parsedActions);
+      setActions({ ...parsedActions, isSubscription: normalizeSubscriptionAction(parsedActions.isSubscription) });
     } catch {
       setActions({});
       setCustomTypeAchat("");
@@ -231,11 +238,13 @@ export default function AutomationRules() {
       typeAchat: resolveAction(actions.typeAchat, customTypeAchat),
       serviceConcerne: resolveAction(actions.serviceConcerne, customServiceConcerne),
       ventilationComptable: resolveAction(actions.ventilationComptable, customVentilation),
+      isSubscription: actions.isSubscription,
     };
     // Supprimer les clés undefined
     if (!resolvedActions.typeAchat) delete resolvedActions.typeAchat;
     if (!resolvedActions.serviceConcerne) delete resolvedActions.serviceConcerne;
     if (!resolvedActions.ventilationComptable) delete resolvedActions.ventilationComptable;
+    if (resolvedActions.isSubscription === undefined) delete resolvedActions.isSubscription;
     const actionsJSON = JSON.stringify(resolvedActions);
 
     if (editingRule) {
@@ -372,6 +381,7 @@ export default function AutomationRules() {
                       if (acts.typeAchat) actionsArr.push(`Type: ${acts.typeAchat}`);
                       if (acts.serviceConcerne) actionsArr.push(`Service: ${acts.serviceConcerne}`);
                       if (acts.ventilationComptable) actionsArr.push(`Ventilation: ${acts.ventilationComptable}`);
+                      if (acts.isSubscription !== undefined) actionsArr.push(`Abonnement: ${normalizeSubscriptionAction(acts.isSubscription) === 1 ? "Oui" : "Non"}`);
                       actionsDisplay = actionsArr.join(", ");
                     } catch {}
 
@@ -610,6 +620,23 @@ export default function AutomationRules() {
                             />
                           )}
                         </div>
+
+                        <div className="space-y-2">
+                          <Label htmlFor="isSubscription">Abonnement</Label>
+                          <Select
+                            value={actions.isSubscription === undefined ? "__NONE__" : String(actions.isSubscription)}
+                            onValueChange={(value) => setActions({ ...actions, isSubscription: value === "__NONE__" ? undefined : Number(value) as 0 | 1 })}
+                          >
+                            <SelectTrigger>
+                              <SelectValue placeholder="Ne pas modifier" />
+                            </SelectTrigger>
+                            <SelectContent>
+                              <SelectItem value="__NONE__">Ne pas modifier</SelectItem>
+                              <SelectItem value="1">Oui</SelectItem>
+                              <SelectItem value="0">Non</SelectItem>
+                            </SelectContent>
+                          </Select>
+                        </div>
                       </div>
                     </div>
                   )}
@@ -642,7 +669,8 @@ export default function AutomationRules() {
                               {actions.typeAchat && <div>• Type d'achat : {actions.typeAchat}</div>}
                               {actions.serviceConcerne && <div>• Service : {actions.serviceConcerne}</div>}
                               {actions.ventilationComptable && <div>• Ventilation : {actions.ventilationComptable}</div>}
-                              {!actions.typeAchat && !actions.serviceConcerne && !actions.ventilationComptable && (
+                              {actions.isSubscription !== undefined && <div>• Abonnement : {actions.isSubscription === 1 ? "Oui" : "Non"}</div>}
+                              {!actions.typeAchat && !actions.serviceConcerne && !actions.ventilationComptable && actions.isSubscription === undefined && (
                                 <div className="text-gray-500 italic">Aucune action définie</div>
                               )}
                             </div>
@@ -829,6 +857,23 @@ export default function AutomationRules() {
                       />
                     )}
                   </div>
+
+                  <div className="space-y-2">
+                    <Label htmlFor="isSubscription">Abonnement</Label>
+                    <Select
+                      value={actions.isSubscription === undefined ? "__NONE__" : String(actions.isSubscription)}
+                      onValueChange={(value) => setActions({ ...actions, isSubscription: value === "__NONE__" ? undefined : Number(value) as 0 | 1 })}
+                    >
+                      <SelectTrigger>
+                        <SelectValue placeholder="Ne pas modifier" />
+                      </SelectTrigger>
+                      <SelectContent>
+                        <SelectItem value="__NONE__">Ne pas modifier</SelectItem>
+                        <SelectItem value="1">Oui</SelectItem>
+                        <SelectItem value="0">Non</SelectItem>
+                      </SelectContent>
+                    </Select>
+                  </div>
                 </div>
               </div>
                 </div>

client/src/pages/InvoiceDetail.tsx

@@ -1,5 +1,5 @@
 import { useState, useEffect } from "react";
-import { useParams, useLocation } from "wouter";
+import { useParams, useLocation, useSearch } from "wouter";
 import DashboardLayout from "@/components/DashboardLayout";
 import { Card, CardContent, CardDescription, CardHeader, CardTitle } from "@/components/ui/card";
 import { Button } from "@/components/ui/button";
@@ -9,10 +9,13 @@ import { Badge } from "@/components/ui/badge";
 import { trpc } from "@/lib/trpc";
 import { ArrowLeft, Save, FileText } from "lucide-react";
 import { toast } from "sonner";
+import { getBapReturnLocation } from "@/lib/bapNavigation";
 
 export default function InvoiceDetail() {
   const { id } = useParams<{ id: string }>();
   const [, setLocation] = useLocation();
+  const detailSearch = useSearch();
+  const returnLocation = getBapReturnLocation(detailSearch);
   const invoiceId = parseInt(id || "0");
   
   const { data: invoice, isLoading } = trpc.invoices.getById.useQuery({ id: invoiceId });
@@ -172,7 +175,7 @@ export default function InvoiceDetail() {
           <FileText className="w-16 h-16 text-gray-300 mb-4" />
           <h2 className="text-2xl font-bold mb-2">Facture introuvable</h2>
           <p className="text-gray-500 mb-4">Cette facture n'existe pas ou a été supprimée</p>
-          <Button onClick={() => setLocation("/invoices")}>
+          <Button onClick={() => setLocation(returnLocation)}>
             <ArrowLeft className="w-4 h-4 mr-2" />
             Retour aux factures
           </Button>
@@ -187,7 +190,7 @@ export default function InvoiceDetail() {
         {/* Header */}
         <div className="flex items-center justify-between">
           <div className="flex items-center gap-4">
-            <Button variant="ghost" onClick={() => setLocation("/invoices")}>
+            <Button variant="ghost" onClick={() => setLocation(returnLocation)}>
               <ArrowLeft className="w-4 h-4 mr-2" />
               Retour
             </Button>

client/src/pages/InvoicesBAP.tsx

@@ -87,7 +87,8 @@ function downloadBapPdf(
 }
 import * as XLSX from 'xlsx';
 import { toast } from "sonner";
-import { useLocation } from "wouter";
+import { useLocation, useSearch } from "wouter";
+import { buildBapDetailLocation, parseBapFilters } from "@/lib/bapNavigation";
 
 // Helper function to determine field color based on origin
 const getFieldColor = (invoice: any, fieldName: string): string => {
@@ -108,9 +109,12 @@ const getFieldColor = (invoice: any, fieldName: string): string => {
 
 export default function InvoicesBAP() {
   const [, setLocation] = useLocation();
-  const [searchQuery, setSearchQuery] = useState("");
+  const queryString = useSearch();
+  const currentYear = new Date().getFullYear();
+  const initialFilters = parseBapFilters(queryString, String(currentYear));
+  const [searchQuery, setSearchQuery] = useState(initialFilters.searchQuery);
   const [selectedIds, setSelectedIds] = useState<number[]>([]);
-  const [statusFilter, setStatusFilter] = useState<string>("all");
+  const [statusFilter, setStatusFilter] = useState<string>(initialFilters.statusFilter);
   const [deleteDialogOpen, setDeleteDialogOpen] = useState(false);
   const [invoiceToDelete, setInvoiceToDelete] = useState<number | null>(null);
   const [addDialogOpen, setAddDialogOpen] = useState(false);
@@ -126,12 +130,22 @@ export default function InvoicesBAP() {
   const [expandedIds, setExpandedIds] = useState<Set<number>>(new Set());
   const [allExpanded, setAllExpanded] = useState(false);
   // Filtre par période
-  const currentYear = new Date().getFullYear();
+  const [selectedYear, setSelectedYear] = useState<string>(initialFilters.selectedYear);
-  const [selectedYear, setSelectedYear] = useState<string>(String(currentYear));
+  const [selectedMonth, setSelectedMonth] = useState<string>(initialFilters.selectedMonth); // "all" ou "01".."12"
-  const [selectedMonth, setSelectedMonth] = useState<string>("all"); // "all" ou "01".."12"
   // Tri
-  const [sortField, setSortField] = useState<"invoiceDate" | "createdAt">("createdAt");
+  const [sortField, setSortField] = useState<"invoiceDate" | "createdAt">(initialFilters.sortField);
-  const [sortDir, setSortDir] = useState<"asc" | "desc">("desc");
+  const [sortDir, setSortDir] = useState<"asc" | "desc">(initialFilters.sortDir);
+
+  const openInvoiceDetail = (invoiceId: number) => {
+    setLocation(buildBapDetailLocation(invoiceId, {
+      searchQuery,
+      statusFilter,
+      selectedYear,
+      selectedMonth,
+      sortField,
+      sortDir,
+    }));
+  };
 
   const toggleRow = (id: number) => {
     setExpandedIds(prev => {
@@ -926,7 +940,7 @@ export default function InvoicesBAP() {
                           </TableCell>
                           <TableCell className="font-medium">
                             <button
-                              onClick={() => setLocation(`/invoices/${invoice.id}`)}
+                              onClick={() => openInvoiceDetail(invoice.id)}
                               className="text-blue-600 hover:text-blue-800 hover:underline"
                             >
                               {invoice.supplierName || "Inconnu"}
@@ -976,7 +990,7 @@ export default function InvoicesBAP() {
                               <Button
                                 size="sm"
                                 variant="outline"
-                                onClick={() => setLocation(`/invoices/${invoice.id}`)}
+                                onClick={() => openInvoiceDetail(invoice.id)}
                                 className="h-8 px-2"
                                 title="Modifier"
                               >

server/automationEngine.test.ts

@@ -0,0 +1,66 @@
+import { beforeEach, describe, expect, it, vi } from "vitest";
+import type { Invoice } from "../drizzle/schema";
+import { getAutomationRulesByUser } from "./db";
+import { applyAutomationRules } from "./automationEngine";
+
+vi.mock("./db", () => ({
+  getAutomationRulesByUser: vi.fn(),
+}));
+
+const mockedGetAutomationRules = vi.mocked(getAutomationRulesByUser);
+
+const invoice = {
+  id: 1,
+  supplierName: "Microsoft Ireland Operations Ltd",
+  isSubscription: 0,
+} as Invoice;
+
+describe("applyAutomationRules", () => {
+  beforeEach(() => {
+    mockedGetAutomationRules.mockReset();
+  });
+
+  it("applique Abonnement = Oui et trace le champ automatisé", async () => {
+    mockedGetAutomationRules.mockResolvedValue([
+      {
+        id: 1,
+        userId: 1,
+        name: "Microsoft est un abonnement",
+        isActive: 1,
+        priority: 1,
+        conditions: JSON.stringify([{ field: "supplierName", operator: "contains", value: "microsoft" }]),
+        conditionsLogic: "AND",
+        actions: JSON.stringify({ isSubscription: 1 }),
+        createdAt: new Date(),
+        updatedAt: new Date(),
+      },
+    ] as never);
+
+    await expect(applyAutomationRules(1, invoice)).resolves.toMatchObject({
+      isSubscription: 1,
+      autoFilledFields: JSON.stringify(["isSubscription"]),
+    });
+  });
+
+  it("autorise Abonnement = Non sans le confondre avec une absence d’action", async () => {
+    mockedGetAutomationRules.mockResolvedValue([
+      {
+        id: 2,
+        userId: 1,
+        name: "Microsoft n’est pas un abonnement",
+        isActive: 1,
+        priority: 1,
+        conditions: JSON.stringify([{ field: "supplierName", operator: "contains", value: "microsoft" }]),
+        conditionsLogic: "AND",
+        actions: JSON.stringify({ isSubscription: 0 }),
+        createdAt: new Date(),
+        updatedAt: new Date(),
+      },
+    ] as never);
+
+    await expect(applyAutomationRules(1, invoice)).resolves.toMatchObject({
+      isSubscription: 0,
+      autoFilledFields: JSON.stringify(["isSubscription"]),
+    });
+  });
+});

server/automationEngine.ts

@@ -11,6 +11,7 @@ interface Actions {
   typeAchat?: string;
   serviceConcerne?: string;
   ventilationComptable?: string;
+  isSubscription?: 0 | 1;
 }
 
 /**
@@ -111,6 +112,11 @@ export async function applyAutomationRules(
           updates.ventilationComptable = actions.ventilationComptable;
           autoFilledFieldsList.push("ventilationComptable");
         }
+        // 0 est une valeur métier valide : ne jamais la tester par vérité.
+        if (actions.isSubscription !== undefined && updates.isSubscription === undefined) {
+          updates.isSubscription = actions.isSubscription;
+          autoFilledFieldsList.push("isSubscription");
+        }
       }
     } catch (error) {
       console.error(`[AutomationEngine] Error processing rule ${rule.id}:`, error);

server/bapNavigation.test.ts

@@ -0,0 +1,52 @@
+import { describe, expect, it } from "vitest";
+import {
+  buildBapDetailLocation,
+  getBapReturnLocation,
+  parseBapFilters,
+} from "../client/src/lib/bapNavigation";
+
+describe("navigation Factures BAP", () => {
+  it("transmet tous les filtres et le tri à la page de détail", () => {
+    const location = buildBapDetailLocation(42, {
+      searchQuery: "microsoft europe",
+      statusFilter: "bap_pending",
+      selectedYear: "2026",
+      selectedMonth: "05",
+      sortField: "invoiceDate",
+      sortDir: "asc",
+    });
+
+    expect(location).toBe(
+      "/invoices/42?returnTo=bap&q=microsoft+europe&status=bap_pending&year=2026&month=05&sort=invoiceDate&dir=asc"
+    );
+  });
+
+  it("restaure la liste BAP et les filtres de façon sûre", () => {
+    const detailSearch =
+      "?returnTo=bap&q=microsoft+europe&status=bap_pending&year=2026&month=05&sort=invoiceDate&dir=asc";
+
+    expect(getBapReturnLocation(detailSearch)).toBe(
+      "/invoices-bap?q=microsoft+europe&status=bap_pending&year=2026&month=05&sort=invoiceDate&dir=asc"
+    );
+    expect(parseBapFilters(detailSearch, "2026")).toEqual({
+      searchQuery: "microsoft europe",
+      statusFilter: "bap_pending",
+      selectedYear: "2026",
+      selectedMonth: "05",
+      sortField: "invoiceDate",
+      sortDir: "asc",
+    });
+  });
+
+  it("retombe sur les valeurs BAP sûres si les paramètres sont absents ou invalides", () => {
+    expect(parseBapFilters("?returnTo=bap&status=invalid&year=x&sort=nope&dir=down", "2026")).toEqual({
+      searchQuery: "",
+      statusFilter: "all",
+      selectedYear: "2026",
+      selectedMonth: "all",
+      sortField: "createdAt",
+      sortDir: "desc",
+    });
+    expect(getBapReturnLocation("?returnTo=invoices")).toBe("/invoices");
+  });
+});

server/routers.ts

@@ -11,6 +11,7 @@ interface Actions {
   typeAchat?: string;
   serviceConcerne?: string;
   ventilationComptable?: string;
+  isSubscription?: 0 | 1;
 }
 import { getSessionCookieOptions } from "./_core/cookies";
 import { systemRouter } from "./_core/systemRouter";
@@ -2028,7 +2029,7 @@ export const appRouter = router({
           
           for (const invoice of bapInvoices) {
             const updates = await applyAutomationRules(ctx.user.id, invoice);
-            if (updates.typeAchat || updates.serviceConcerne || updates.ventilationComptable || updates.autoFilledFields) {
+            if (updates.typeAchat || updates.serviceConcerne || updates.ventilationComptable || updates.isSubscription !== undefined || updates.autoFilledFields) {
               await updateInvoice(invoice.id, updates);
             }
           }
@@ -2059,7 +2060,7 @@ export const appRouter = router({
           
           for (const invoice of bapInvoices) {
             const updates = await applyAutomationRules(ctx.user.id, invoice);
-            if (updates.typeAchat || updates.serviceConcerne || updates.ventilationComptable || updates.autoFilledFields) {
+            if (updates.typeAchat || updates.serviceConcerne || updates.ventilationComptable || updates.isSubscription !== undefined || updates.autoFilledFields) {
               await updateInvoice(invoice.id, updates);
             }
           }

todo.md

@@ -740,3 +740,23 @@
 - [x] Corriger les règles Docker orphelines qui bloquaient MySQL en recette
 - [x] Pousser la version validée vers le dépôt Gitea de production
 - [x] Déployer et valider HTTP, conteneurs et OAuth2 ImapFlow en production
+
+## Navigation depuis l’édition des factures BAP
+- [x] Reproduire et identifier la perte du contexte de navigation depuis Factures BAP
+- [x] Restaurer la page d’origine après fermeture de l’édition
+- [x] Conserver les filtres et tris sélectionnés sur Factures BAP
+- [x] Ajouter des tests de non-régression du retour contextuel
+- [x] Vérifier TypeScript, tests, build et parcours en sandbox
+- [ ] Pousser le correctif vers Gitea recette et redéployer
+- [ ] Vérifier le parcours et la santé de la recette
+
+## Automatisation de l’indicateur Abonnement
+- [x] Analyser le modèle, le formulaire et l’exécution actuelle des automatismes
+- [x] Ajouter l’option Abonnement : Oui, Non ou Ne pas modifier aux règles
+- [x] Appliquer l’option Abonnement lors du traitement automatique des factures
+- [x] Ajouter des tests de non-régression des règles d’abonnement
+- [x] Valider les deux correctifs en sandbox
+
+## Déploiement recette — navigation BAP et abonnement
+- [ ] Pousser les deux correctifs vers Gitea recette
+- [ ] Déployer, vérifier HTTP et valider le parcours de retour en recette