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>
This commit is contained in:
co-authored by
Claude Fable 5
parent
816b1769c8
commit
755e0f7e47
@@ -291,6 +291,9 @@ export const CreateInvoiceItemSchema = z
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accrual_period_start: isoDate.nullable().optional(),
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accrual_period_end: isoDate.nullable().optional(),
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accrual_balance_account: deferredRevenueAccount.nullable().optional(),
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// Dimensions PR7: per-item bag merged over the invoice's
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// default_dimensions on the revenue line this item books to.
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dimensions: DimensionsBagSchema.optional(),
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})
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.superRefine((item, ctx) => {
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validateAccrualPeriod(item, ctx)
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@@ -359,6 +362,9 @@ export const CreateInvoiceSchema = z.object({
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// Per-invoice öresavrundning toggle (display-only). Omitted → stored as null,
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// which inherits company_settings.ore_rounding when rendering totals.
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ore_rounding: z.boolean().optional(),
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// Dimensions PR7: invoice-level bag applied to every generated journal line;
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// items[].dimensions merge over it per revenue line.
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default_dimensions: DimensionsBagSchema.optional(),
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items: z.array(CreateInvoiceItemSchema).min(1, 'At least one item is required'),
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})
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@@ -491,6 +497,9 @@ export const MarkInvoicePaidSchema = z.object({
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debit_amount: nonNegativeAmount.default(0),
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credit_amount: nonNegativeAmount.default(0),
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line_description: z.string().optional(),
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// Dimensions PR7: user-edited payment lines keep their tags (the
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// no-override path re-propagates the invoice's default_dimensions).
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dimensions: DimensionsBagSchema.optional(),
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})).min(2).optional(),
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// Bypass the duplicate-payment guard. Set after the user reviews the
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// candidate list returned by INVOICE_PAID_LIKELY_DUPLICATE and confirms
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@@ -591,6 +600,9 @@ export const CreateSupplierInvoiceItemSchema = z.object({
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accrual_period_start: isoDate.nullable().optional(),
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accrual_period_end: isoDate.nullable().optional(),
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accrual_balance_account: prepaidExpenseAccount.nullable().optional(),
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// Dimensions PR7: per-item bag merged over the invoice's
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// default_dimensions on the expense line this item books to.
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dimensions: DimensionsBagSchema.optional(),
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}).refine(
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(item) => {
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if (item.vat_amount == null) return true
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@@ -641,6 +653,9 @@ export const CreateSupplierInvoiceSchema = z.object({
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// For paid_with_private_funds: the date the owner paid out-of-pocket.
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// Defaults to invoice_date (common for kvitto where the two coincide).
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payment_date: isoDate.optional(),
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// Dimensions PR7: invoice-level bag applied to every generated journal line;
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// items[].dimensions merge over it per expense line.
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default_dimensions: DimensionsBagSchema.optional(),
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items: z.array(CreateSupplierInvoiceItemSchema).min(1, 'At least one item is required'),
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})
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@@ -662,6 +677,9 @@ export const MarkSupplierInvoicePaidSchema = z.object({
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debit_amount: nonNegativeAmount.default(0),
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credit_amount: nonNegativeAmount.default(0),
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line_description: z.string().optional(),
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// Dimensions PR7: user-edited payment lines keep their tags (the
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// no-override path re-propagates the invoice's default_dimensions).
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dimensions: DimensionsBagSchema.optional(),
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})).min(2).optional(),
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})
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@@ -1015,11 +1033,17 @@ export const BulkBookSchema = z
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credit_amount: nonNegativeAmount.max(99_999_999, 'Line amount exceeds maximum'),
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currency: z.string().min(3).max(3).default('SEK'),
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line_description: z.string().max(200).optional(),
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// Dimensions PR7: per-line bag, wins over default_dimensions.
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dimensions: DimensionsBagSchema.optional(),
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})
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)
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.min(2, 'A verifikat needs at least two lines')
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.max(200)
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.optional(),
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// Dimensions PR7: header-level bag applied to every generated line in
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// BOTH the template and manual paths (per-line bags win per key). The
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// route merges before calling the RPC.
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default_dimensions: DimensionsBagSchema.optional(),
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})
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.superRefine((data, ctx) => {
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const hasExisting = !!data.existing_journal_entry_id
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