feat(categorize): dimension bags end-to-end + runtime template learning (#1273)

* feat(categorize): dimension bags end-to-end + runtime template learning

The categorize path could not tag: categorize-core accepted a dimensions
bag but no route or UI ever passed one, and runtime template learning
dropped the bag entirely (only SIE import produced dimension-carrying
patterns).

- CategorizeTransactionSchema gains dimensions; the dashboard route, v1
  single and v1 batch-categorize apply it to the mapping result's
  business lines (explicit bag wins over a learned counterparty bag).
- categorization_templates.default_dimensions (migration 20260728091000)
  records the bag of the latest tagged booking; latest-explicit-wins, an
  untagged booking never erases it. Applied on the legacy single-line
  template path and the mirrored-refund path; multi-line SIE patterns
  keep their authoritative per-entry bags.
- QuickReviewDialog gets a LineDimensionFields picker (dimensions_enabled
  gate, same as BulkBookDialog), prefilled from the counterparty
  suggestion's learned bag; hidden for multi-line patterns whose per-line
  bags would ignore an edit.

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

* Renumber migration above 20260728120000 (out-of-order vs prod after #1271)

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>

app/api/transactions/[id]/categorize/__tests__/route.test.ts

@@ -282,6 +282,61 @@ describe('POST /api/transactions/[id]/categorize', () => {
     )
   })
 
+  it('passes body.dimensions onto the mapping result the engine books', async () => {
+    const tx = makeTransaction({
+      id: 'tx-1',
+      amount: -500,
+      merchant_name: 'GitHub',
+      journal_entry_id: null,
+    })
+    // Fresh copy: the route mutates the mapping result in place, and the
+    // shared defaultMappingResult object would leak dimensions across tests.
+    mockBuildMappingResultFromCategory.mockReturnValue({ ...defaultMappingResult })
+
+    enqueue({ data: tx, error: null }) // fetch transaction
+    enqueue({ data: { entity_type: 'enskild_firma', fiscal_year_start_month: 1 }, error: null }) // settings
+    enqueue({ data: [{ id: 'period-1' }], error: null }) // fiscal period check
+    mockCreateTransactionJournalEntry.mockResolvedValue({ id: 'je-1' })
+    enqueue({ data: [{ id: 'tx-1' }], error: null }) // tx update (CAS matched)
+
+    const request = createMockRequest('/api/transactions/tx-1/categorize', {
+      method: 'POST',
+      body: {
+        is_business: true,
+        category: 'expense_software',
+        dimensions: { '1': 'KS1', '6': 'P001' },
+      },
+    })
+    const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
+    const { status } = await parseJsonResponse(response)
+
+    expect(status).toBe(200)
+    expect(mockCreateTransactionJournalEntry).toHaveBeenCalledWith(
+      expect.anything(),
+      'company-1',
+      'user-1',
+      expect.objectContaining({ id: 'tx-1' }),
+      expect.objectContaining({ dimensions: { '1': 'KS1', '6': 'P001' } }),
+    )
+  })
+
+  it('rejects a malformed dimensions bag with 400', async () => {
+    const request = createMockRequest('/api/transactions/tx-1/categorize', {
+      method: 'POST',
+      body: {
+        is_business: true,
+        category: 'expense_software',
+        // Key must be a SIE dim number: 'projekt' is not.
+        dimensions: { projekt: 'P001' },
+      },
+    })
+    const response = await POST(request, createMockRouteParams({ id: 'tx-1' }))
+    const { status } = await parseJsonResponse(response)
+
+    expect(status).toBe(400)
+    expect(mockCreateTransactionJournalEntry).not.toHaveBeenCalled()
+  })
+
   it('flags an inbox underlag matched to the transaction as booked', async () => {
     // A document was attached to this transaction in the inbox
     // (matched_transaction_id) but not booked from there. Booking the

app/api/transactions/[id]/categorize/route.ts

@@ -382,6 +382,14 @@ export const POST = withRouteContext(
       }
     }
 
+    // Dimensions: an explicitly picked bag tags the business lines of the
+    // generated verifikat (bank/VAT legs stay untagged, see
+    // buildTransactionEntryLines). It wins over a learned counterparty-
+    // template bag; omitted = the learned bag (if any) applies unchanged.
+    if (body.dimensions && Object.keys(body.dimensions).length > 0) {
+      mappingResult.dimensions = body.dimensions
+    }
+
     if (!mappingResult.debit_account || !mappingResult.credit_account) {
       return errorResponseFromCode('TX_CATEGORIZE_INVALID_MAPPING', txLog, {
         requestId,

app/api/transactions/suggest-categories/route.ts

@@ -100,6 +100,10 @@ export const POST = withRouteContext(
         risk_level: 'NONE',
         requires_review: false,
         line_pattern: tmpl.line_pattern ?? null,
+        default_dimensions:
+          tmpl.default_dimensions && Object.keys(tmpl.default_dimensions).length > 0
+            ? tmpl.default_dimensions
+            : null,
       }
 
       const existing = template_suggestions[tx.id] || []

app/api/v1/companies/[companyId]/transactions/[id]/categorize/route.ts

@@ -295,6 +295,13 @@ export const POST = withApiV1<{ params: Promise<{ companyId: string; id: string
       }
     }
 
+    // Dimensions: an explicitly supplied bag tags the business lines of the
+    // generated verifikat (bank/VAT legs stay untagged). Wins over a learned
+    // counterparty-template bag; omitted = the learned bag (if any) applies.
+    if (body.dimensions && Object.keys(body.dimensions).length > 0) {
+      mappingResult.dimensions = body.dimensions
+    }
+
     if (!mappingResult.debit_account || !mappingResult.credit_account) {
       return v1ErrorResponseFromCode('TX_CATEGORIZE_INVALID_MAPPING', txLog, {
         requestId: ctx.requestId,

app/api/v1/companies/[companyId]/transactions/batch-categorize/route.ts

@@ -187,6 +187,11 @@ async function categorizeOne(
       input.vat_treatment,
     )
   }
+  // Dimensions: an explicitly supplied bag tags the business lines of the
+  // generated verifikat (bank/VAT legs stay untagged).
+  if (input.dimensions && Object.keys(input.dimensions).length > 0) {
+    mappingResult.dimensions = input.dimensions
+  }
   if (!mappingResult.debit_account || !mappingResult.credit_account) {
     return {
       ok: false,