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>
This commit is contained in:
Jakob Wennberg
2026-07-29 09:39:23 +02:00
committed by GitHub
co-authored by Claude Fable 5
parent 951b33363b
commit 222e581476
16 changed files with 403 additions and 9 deletions
@@ -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,
@@ -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,