feat(dimensions): PR7 producers — auto-tagged documents (invoices, supplier invoices, bulk-book, templates, MCP) (#868)

* feat(dimensions): PR7 producers — invoices/supplier invoices carry dims, generators propagate, BulkBook + templates + MCP bags

Source documents now carry dimension tags and every entry generator
propagates them onto journal lines (dev_docs/dimensions_implementation_plan.md PR7):

- invoices/supplier_invoices.default_dimensions + per-item dimensions
  (migration 20260702200000; jsonb DEFAULT '{}' + object CHECK)
- invoice-entries: issuance/payment/cash/credit propagate — item bags merge
  over the invoice default per revenue line (account+bag aggregation
  identity), payment vouchers re-propagate the linked invoice's bag onto
  every leg incl. FX result lines; ROT/RUT 1513 carries the item bag
- supplier-invoice-entries: registration/payment/cash/privately-paid/credit
  propagate with the same merge rules (expense buckets keyed account+bag)
- bulk_book_transactions RPC persists per-line bags + derives
  cost_center/project mirrors in SQL (migration 20260702201000; malformed
  bags rejected with BULK_BOOK_INVALID_DIMENSIONS); route merges the header
  default into template/manual lines
- counterparty templates: LinePatternEntry.dimensions learned from SIE
  voucher history (kept only when every occurrence agrees), applied to
  business lines on booking; QuickReviewDialog shows a dims badge
- categorize: staged dimensions bag tags business lines only (bank/VAT
  untagged); credit/convert/inbox copy paths carry bags forward
- propose-payment/send-lines stamp the invoice default so the editable
  payment grid books what the preview shows; mark-paid override lines
  accept dimensions
- UI: InvoiceEditor + NewSupplierInvoiceForm header KS/Projekt pair with
  per-row override; BulkBookDialog header default pair (both tabs)
- MCP: default_dimensions/items[].dimensions on create_invoice +
  create_supplier_invoice_from_inbox, dimensions on categorize_transaction,
  per-line bags on bulk_book_transactions — resolve-don't-select via the
  shared registry helpers, resolutions echoed

32 new propagation unit tests + 4 pg-real tests for the RPC migration.

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

* test: use roundOre in new dims rounding assertions (ratchet)

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

* fix: copy dimension bag per payment line, document dimensionsBagKey normalization contract (review)

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

---------

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

app/api/invoices/[id]/convert/route.ts

@@ -90,6 +90,8 @@ export async function POST(
       notes: proforma.notes,
       document_type: 'invoice',
       converted_from_id: id,
+      // Dimensions PR7: the converted invoice books with the proforma's bag.
+      default_dimensions: proforma.default_dimensions ?? {},
     })
     .select()
     .single()
@@ -98,7 +100,7 @@ export async function POST(
     return NextResponse.json({ error: invoiceError.message }, { status: 500 })
   }
 
-  const items = (proforma.items || []).map((item: { sort_order: number; line_type?: 'product' | 'text'; description: string; quantity: number; unit: string; unit_price: number; line_total: number }) => ({
+  const items = (proforma.items || []).map((item: { sort_order: number; line_type?: 'product' | 'text'; description: string; quantity: number; unit: string; unit_price: number; line_total: number; dimensions?: Record<string, string> }) => ({
     invoice_id: invoice.id,
     sort_order: item.sort_order,
     line_type: item.line_type ?? 'product',
@@ -107,6 +109,7 @@ export async function POST(
     unit: item.unit,
     unit_price: item.unit_price,
     line_total: item.line_total,
+    dimensions: item.dimensions ?? {},
   }))
 
   if (items.length > 0) {

app/api/invoices/route.ts

@@ -315,6 +315,9 @@ async function createCreditNote(
       our_reference: originalInvoice.our_reference,
       notes: input.reason || `Krediterar faktura ${originalInvoice.invoice_number}`,
       credited_invoice_id: input.credited_invoice_id,
+      // Copy the original's dimension bag so the credit-note verifikat nets
+      // against the same dimension cells in reports (dimensions PR7).
+      default_dimensions: originalInvoice.default_dimensions ?? {},
       status: 'sent',
     })
     .select()
@@ -328,7 +331,7 @@ async function createCreditNote(
     })
   }
 
-  const creditNoteItems = (originalInvoice.items || []).map((item: { sort_order: number; line_type?: 'product' | 'text'; description: string; quantity: number; unit: string; unit_price: number; line_total: number; vat_rate?: number; vat_amount?: number; revenue_account?: string | null; article_id?: string | null; accrual_period_start?: string | null; accrual_period_end?: string | null; accrual_balance_account?: string | null }) => ({
+  const creditNoteItems = (originalInvoice.items || []).map((item: { sort_order: number; line_type?: 'product' | 'text'; description: string; quantity: number; unit: string; unit_price: number; line_total: number; vat_rate?: number; vat_amount?: number; revenue_account?: string | null; article_id?: string | null; accrual_period_start?: string | null; accrual_period_end?: string | null; accrual_balance_account?: string | null; dimensions?: Record<string, string> }) => ({
     invoice_id: creditNote.id,
     sort_order: item.sort_order,
     line_type: item.line_type ?? 'product',
@@ -353,6 +356,9 @@ async function createCreditNote(
     accrual_period_start: item.accrual_period_start ?? null,
     accrual_period_end: item.accrual_period_end ?? null,
     accrual_balance_account: item.accrual_balance_account ?? null,
+    // Same reasoning as revenue_account: the reversal must carry the exact
+    // per-item bag the original booked with (dimensions PR7).
+    dimensions: item.dimensions ?? {},
   }))
 
   const { error: itemsError } = await supabase.from('invoice_items').insert(creditNoteItems)

app/api/supplier-invoices/[id]/credit/route.ts

@@ -59,6 +59,9 @@ export const POST = withRouteContext(
         remaining_amount: 0,
         is_credit_note: true,
         credited_invoice_id: id,
+        // Copy the original's dimension bag so the reversal nets against the
+        // same dimension cells in reports (dimensions PR7).
+        default_dimensions: original.default_dimensions ?? {},
       })
       .select()
       .single()
@@ -86,6 +89,9 @@ export const POST = withRouteContext(
       // Preserve the self-assessed RC rate so the credit-note verifikat
       // reverses fiktiv moms at the same rate the original was booked at.
       reverse_charge_rate: item.reverse_charge_rate,
+      // Dims copied for display parity; the journal reversal reads the
+      // ORIGINAL items below (dimensions PR7).
+      dimensions: item.dimensions ?? {},
     }))
 
     await supabase.from('supplier_invoice_items').insert(creditItems)

app/api/supplier-invoices/route.ts

@@ -182,6 +182,9 @@ export const POST = withRouteContext(
           ? (item.accrual_balance_account ??
             suggestBalanceAccount('expense', item.account_number))
           : null,
+        // Dimensions PR7: per-item bag, merged over default_dimensions on the
+        // expense line at booking (supplier-invoice-entries.ts).
+        dimensions: item.dimensions ?? {},
       }
     })
 
@@ -250,6 +253,8 @@ export const POST = withRouteContext(
         notes: body.notes || null,
         // Display-only öresavrundning override; null = off (no retroactive rounding).
         ore_rounding: body.ore_rounding ?? null,
+        // Dimensions PR7: invoice-level bag; generators apply it to every line.
+        default_dimensions: body.default_dimensions ?? {},
       })
       .select()
       .single()

app/api/transactions/bulk-book/route.ts

@@ -4,6 +4,7 @@ import { validateBody } from '@/lib/api/validate'
 import { BulkBookSchema } from '@/lib/api/schemas'
 import { errorResponseFromCode } from '@/lib/errors/get-structured-error'
 import { applyTemplate } from '@/lib/bookkeeping/template-library'
+import { mergeDimensionBags } from '@/lib/bookkeeping/dimension-resolver'
 import { eventBus } from '@/lib/events/bus'
 import { ensureInitialized } from '@/lib/init'
 import type { BookingTemplateLibraryLine, Transaction } from '@/types'
@@ -34,6 +35,9 @@ interface ComputedLine {
   currency: string
   line_description?: string
   sort_order?: number
+  // Dimensions PR7: bag persisted by the RPC onto journal_entry_lines
+  // (with cost_center/project mirrors derived server-side).
+  dimensions?: Record<string, string>
 }
 
 function round2(n: number): number {
@@ -120,6 +124,8 @@ export const POST = withRouteContext(
           currency: l.currency,
           line_description: l.line_description,
           sort_order: i,
+          // Dimensions PR7: per-line bag wins over the header default.
+          dimensions: mergeDimensionBags(body.default_dimensions, l.dimensions),
         })),
       }
     } else if (body.template_id && body.mode && body.entry_description) {
@@ -199,6 +205,8 @@ export const POST = withRouteContext(
             currency,
             line_description: formLine.line_description || undefined,
             sort_order: sortOrder++,
+            // Dimensions PR7: header default applies to all template lines.
+            dimensions: body.default_dimensions,
           })
         }
       } else {
@@ -221,6 +229,8 @@ export const POST = withRouteContext(
                 ? `${formLine.line_description ?? ''} – ${txTag}`.trim()
                 : formLine.line_description || undefined,
               sort_order: sortOrder++,
+              // Dimensions PR7: header default applies to all template lines.
+              dimensions: body.default_dimensions,
             })
           }
         }