feat(dimensions): PR10 advanced — custom dimensions, hierarchy, account rules, commit enforcement (#886)
* feat(dimensions): PR10 advanced — custom dimensions, hierarchy, account rules, commit enforcement The final rung of the dimensions ladder (dev_docs/dimensions_implementation_plan.md §7 row 10): - custom dimensions: POST /api/dimensions creates registry dims (next free SIE number >= 20 when omitted; explicit numbers allowed — SIE import already mints reserved ones); register gets a 'Ny dimension' dialog with a quiet Avancerat disclosure for the #UNDERDIM parent; GET now carries parent_sie_dim_no (the column + SIE round-trip existed since PR1/PR5 — this exposes it) - account_dimension_rules (migration 20260703120000): one rule per (account, dimension) — required / default / fixed, per-rule is_active, company-scoped RLS, composite FK to the registry, value-presence CHECK - enforcement, opt-in BY CONSTRUCTION (zero rules = engine byte-identical; deliberately NO settings toggle — a rule that exists but is ignored is worse than either extreme): default/fixed apply onto line bags at draft creation (fixed overwrites, default fills); required asserts at commitEntry with a Swedish MANDATORY_DIMENSION_MISSING naming every account + dimension; the bulk-book route runs the same policy before its RPC; storno/correction paths never pass through commitEntry so history always reverses regardless of policy; rule fetches fail open incl. thrown exceptions - chart of accounts: per-account Dimensionsregler section in EditAccountDialog (Krävs/Förval/Låst, value picker, pause switch), gated on the existing dimensions toggle, quiet when empty - pickers: LineDimensionFields is registry-driven (one combobox per active dimension, cached fetch, hardcoded 1/6 fallback) — every existing mount lights up custom dims with zero changes - agent briefing: per-dimension required_on_accounts/default_on_accounts so agents self-correct instead of bouncing off the policy error - rules CRUD API with existence/active/company validation and qualified DTO ids; firm_id FK deferred until the firms table lands (per plan) 39 new tests (pure-fn rules, engine enforcement, both new API surfaces, pg-real RLS/CHECK/cascade suite); full suite 6,791 green; migration replayed on a fresh container. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix: renumber migration to 20260703200000 — version collision with prod The concurrent session shipped pending_operations_add_link_document_to_voucher as 20260703120000 today; the Supabase preview branch (cloned from prod) rejected the duplicate version key. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix: review round — auto-pick retry on collision, fail-open warnings, query schema - POST /api/dimensions retries once past a concurrent number claim when the number was auto-picked (explicit choices still 409) - every fail-open skip of the dimension-rules policy now logs a structured warning (engine draft/commit paths + bulk-book) — deliberate fail-open, but observable - GET /api/dimensions/rules validates its query through ListDimensionRulesQuerySchema instead of an inline regex Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
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co-authored by
Claude Fable 5
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@@ -139,6 +139,8 @@ describe('POST /api/transactions/bulk-book', () => {
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{ account_number: '2611', debit_amount: '', credit_amount: String(total * 0.2), line_description: 'Utg moms 25%' },
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])
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// Account dimension rules pre-check (PR10) — none configured.
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enqueue({ data: [], error: null })
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// RPC returns happy path.
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enqueue({
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data: {
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@@ -5,6 +5,12 @@ import { BulkBookSchema } from '@/lib/api/schemas'
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import { errorResponseFromCode } from '@/lib/errors/get-structured-error'
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import { applyTemplate } from '@/lib/bookkeeping/template-library'
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import { mergeDimensionBags } from '@/lib/bookkeeping/dimension-resolver'
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import {
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applyDimensionRules,
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assertMandatoryDimensions,
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fetchActiveDimensionRules,
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} from '@/lib/bookkeeping/dimension-rules'
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import { bookkeepingErrorResponse } from '@/lib/bookkeeping/errors'
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import { eventBus } from '@/lib/events/bus'
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import { ensureInitialized } from '@/lib/init'
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import type { BookingTemplateLibraryLine, Transaction } from '@/types'
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@@ -242,6 +248,28 @@ export const POST = withRouteContext(
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}
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}
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// Account dimension rules (dimensions PR10): the bulk-book RPC bypasses
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// the TS engine, so the policy layer runs here — defaults/fixed applied
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// to the computed lines, then 'required' asserted. Zero rules (the
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// default) or a failed fetch changes nothing (fail-open, same posture as
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// the engine).
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if (newEntryPayload) {
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const rules = await fetchActiveDimensionRules(supabase, companyId!)
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if (rules === null) {
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opLog.warn('dimension rule fetch failed — policy skipped (fail-open)')
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}
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if (rules && rules.length > 0) {
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newEntryPayload.lines = applyDimensionRules(newEntryPayload.lines, rules)
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try {
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assertMandatoryDimensions(newEntryPayload.lines, rules)
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} catch (err) {
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const mapped = bookkeepingErrorResponse(err)
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if (mapped) return mapped
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throw err
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}
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}
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}
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// p_user_id removed in PR #608 (round-3 hardening pattern applied
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// consistently). RPC resolves the caller via auth.uid().
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const { data, error } = await supabase.rpc('bulk_book_transactions', {
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