feat(dimensions): PR2 registry — CRUD API, register UI, settings toggle, SIE export on the new registry (#858)

* feat(dimensions): PR2 registry — CRUD API, register UI, settings toggle, SIE export on the new registry

Phase 2 of dev_docs/dimensions_implementation_plan.md. Companies with
dimensions_enabled=false (default) see zero change.

API:
- Dashboard CRUD: GET /api/dimensions (lazy-seeds system dims 1/6 via the
  ensure_company_dimensions RPC), PATCH /api/dimensions/[id] (is_system
  rename blocked), POST/PATCH/DELETE values (code immutable after creation;
  strict Fortnox code format ^[A-Za-z0-9ÅÄÖåäö_+\-]{1,20}$ at the API layer;
  retention-trigger deletes surface the Swedish "arkivera istället" message
  as 409 DIMENSION_VALUE_REFERENCED).
- POST /api/dimensions/import-existing — scans journal_entry_lines.dimensions
  for unregistered codes and mints inactive placeholder registry rows.
- v1 public API: GET dimensions + POST values (Idempotency-Key, dry-run),
  registered in the OpenAPI spec (102→104 endpoints).
- dimensions_enabled boolean on company_settings (new migration,
  UI-visibility only, never correctness-bearing) exposed through the
  existing settings read/update path.

SIE export (lib/reports/sie-export.ts):
- Reads the new dimensions/dimension_values registry; legacy
  cost_centers/projects tables now have zero readers (drop migration next).
- Fixes the latent Visma-rejection bug: #OBJEKT now declared for INACTIVE
  values referenced by lines.
- Generic-N: #DIM/#UNDERDIM loop sorted by sie_dim_no; #TRANS object lists
  serialize from the line JSONB map (sorted, '01'→'1' collapse); orphan
  codes/dims synthesize declarations from the SIE reserved-number seed —
  every referenced (dim, code) pair is guaranteed declared.

UI:
- /dimensions register (Register-recipe): tabs per dimension, search,
  sortable table, value dialog (code immutable on edit, projekt dates on
  dim 6), archive-not-delete affordances.
- DimensionCombobox shipped (mounts in the tagging PR).
- Settings toggle "Aktivera kostnadsställen & projekt" — toggle-on runs the
  import-existing scan and links to the register.
- Nav row in redovisning, rendered only when dimensions_enabled (same
  mechanism as pays_salaries).
- dimensions.* i18n namespace (51 keys, sv/en parity).
- Sandbox seed: demo dims + values, revenue line tagged {"1":"BUTIK","6":"P001"}.

Verified: 6328/6328 unit tests, guard + coverage gate green, tsc parity with
main (210=210), production build passes.

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

* fix(dimensions): PR2 review round — atomic archived-create, UNDERDIM ordering, import robustness, date semantics

- POST values accepts is_active so "create as archived" is atomic; the UI's
  fragile create-then-PATCH fallback is deleted (PR Agent finding 1).
- DimensionCombobox blur revert reads the committed value/values through refs
  so a selection landing inside the 150ms window always wins (finding 2).
- import-existing sanitizes candidate codes like the PR1 backfill and upserts
  with ignoreDuplicates — one bad/duplicate code can no longer abort the
  batch; created counted from returned rows (finding 3).
- SIE export emits all root #DIM before any #UNDERDIM so a parent always
  precedes a lower-numbered child (SIE4 declaration order — Swedish review);
  synthesized placeholder declarations now log one structured warning
  (BFNAR 2013:2 behandlingshistorik) + defence-in-depth comment.
- Value dates rejected (400 DIMENSION_VALUE_DATES_NOT_ALLOWED) when the
  parent dimension is flow-period (resets_annually=true); explicit null
  still clears (Swedish review).
- Sandbox seed logs seeded dimension codes; GET /api/dimensions documents
  the deliberate absence of dimensions_enabled gating (UI-visibility flag,
  not a security boundary — compliance-swarm V8.2.1 rejected by design).

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
2026-07-02 12:26:42 +02:00
committed by GitHub
co-authored by Claude Fable 5
parent 8cc2efb083
commit 8bb49c07a2
35 changed files with 3981 additions and 100 deletions
+15 -1
View File
@@ -30,6 +30,7 @@ import {
HandCoins,
Package,
Tag,
Tags,
ChevronsUpDown,
Sparkles,
} from 'lucide-react'
@@ -68,6 +69,10 @@ interface DashboardNavProps {
// pays_salaries). Drives visibility of the payroll (Personal) section for
// non-aktiebolag — notably an enskild firma that hires staff. See #782.
paysSalaries?: boolean
// Whether the dimensions register (company_settings.dimensions_enabled) is
// switched on. Drives visibility of the Kostnadsställen & projekt row —
// same mechanism as paysSalaries: fetched by the dashboard layout.
dimensionsEnabled?: boolean
uncategorizedTransactionCount?: number
pendingOperationsCount?: number
isSandbox?: boolean
@@ -94,6 +99,7 @@ type NavLabelKey =
| 'transactions'
| 'bookkeeping'
| 'chart_of_accounts'
| 'dimensions'
| 'assets'
| 'reports'
| 'import'
@@ -123,6 +129,10 @@ interface NavItem {
// behaviour) plus any company that has registered as an employer via
// company_settings.pays_salaries (e.g. an enskild firma with staff). #782
employerOnly?: boolean
// Dimension surfaces — visible only when the company has opted in via
// company_settings.dimensions_enabled (UI-visibility gate only; the pages
// and APIs work regardless — dimensions plan §2).
requiresDimensions?: boolean
hidden?: boolean
comingSoon?: boolean
devBadge?: boolean
@@ -147,6 +157,7 @@ const navItems: NavItem[] = [
{ href: '/kpi', labelKey: 'kpi', icon: TrendingUp, group: 'redovisning' },
{ href: '/bookkeeping', labelKey: 'bookkeeping', icon: BookOpen, group: 'redovisning' },
{ href: '/chart-of-accounts', labelKey: 'chart_of_accounts', icon: ListTree, group: 'redovisning' },
{ href: '/dimensions', labelKey: 'dimensions', icon: Tags, group: 'redovisning', requiresDimensions: true },
{ href: '/assets', labelKey: 'assets', icon: Package, group: 'redovisning' },
{ href: '/reports', labelKey: 'reports', icon: BarChart3, group: 'redovisning' },
{ href: '/import', labelKey: 'import', icon: Upload, group: 'redovisning' },
@@ -185,7 +196,7 @@ function accountInitial(name: string | null, email: string | null): string {
return '?'
}
export default function DashboardNav({ companyName: _companyName, entityType, paysSalaries = false, uncategorizedTransactionCount = 0, pendingOperationsCount = 0, isSandbox = false, extensionNavItems = [], userName = null, userEmail = null }: DashboardNavProps) {
export default function DashboardNav({ companyName: _companyName, entityType, paysSalaries = false, dimensionsEnabled = false, uncategorizedTransactionCount = 0, pendingOperationsCount = 0, isSandbox = false, extensionNavItems = [], userName = null, userEmail = null }: DashboardNavProps) {
const pathname = usePathname()
const router = useRouter()
const supabase = useRealtimeSupabase()
@@ -351,6 +362,9 @@ export default function DashboardNav({ companyName: _companyName, entityType, pa
// Payroll (employerOnly) is hidden until the company is an employer — an
// aktiebolag, or any entity that has flagged pays_salaries. #782
if (item.employerOnly && !isEmployer) return false
// Dimension surfaces are hidden until the company opts in via the
// bookkeeping settings toggle (company_settings.dimensions_enabled).
if (item.requiresDimensions && !dimensionsEnabled) return false
// Hide the Assistent (/chat) tab until the agent is built — mirrors the
// floating AgentTrigger and avoids a nav entry that only bounces to the
// home checklist (chat/layout redirects unverified users to /).
+342
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@@ -0,0 +1,342 @@
'use client'
import { useCallback, useEffect, useMemo, useRef, useState } from 'react'
import { Loader2, Plus } from 'lucide-react'
import { Input } from '@/components/ui/input'
import { getErrorMessage } from '@/lib/errors/get-error-message'
import {
DIMENSION_CODE_PATTERN,
fetchDimensions,
type DimensionValueDto,
} from '@/components/dimensions/types'
interface DimensionComboboxProps {
/** SIE dimension number as a string ('1' = kostnadsställe, '6' = projekt). */
sieDimNo: string
/** Selected object code, or null when the line carries no value for this dim. */
value: string | null
onChange: (code: string | null) => void
disabled?: boolean
/** Extra classes merged into the trigger Input (callers pass `h-8` for dense rows). */
className?: string
}
/**
* Searchable picker for dimension values — sibling of
* components/bookkeeping/AccountCombobox.tsx and deliberately mirrors its
* interaction model: plain Input trigger, keyboard-first dropdown
* (arrows/Enter/Escape), close-on-outside-click, and an inline "Skapa ny…"
* affordance that creates the value via POST /api/dimensions/[id]/values and
* selects it.
*
* Fetches the registry lazily on first open and filters client-side (value
* lists are small). Only active values are offered — archived codes stay
* pickable in history but are never suggested.
*
* Strings are hardcoded Swedish per the AccountCombobox convention: the
* component mounts on the voucher editor (PR3), a stays-Swedish surface per
* .claude/rules/i18n.md.
*/
export default function DimensionCombobox({
sieDimNo,
value,
onChange,
disabled,
className,
}: DimensionComboboxProps) {
const [search, setSearch] = useState(value ?? '')
const [isOpen, setIsOpen] = useState(false)
const [highlightedIndex, setHighlightedIndex] = useState(0)
const [loadState, setLoadState] = useState<'idle' | 'loading' | 'loaded' | 'error'>('idle')
const [dimensionId, setDimensionId] = useState<string | null>(null)
const [values, setValues] = useState<DimensionValueDto[]>([])
const [isCreating, setIsCreating] = useState(false)
const [createError, setCreateError] = useState<string | null>(null)
const containerRef = useRef<HTMLDivElement>(null)
const listRef = useRef<HTMLDivElement>(null)
// Refs mirroring the committed `value` prop and the fetched values. The
// blur timeout below runs 150ms after render, so reading `value`/`values`
// directly would act on a stale snapshot — a selection landing during that
// window (updating the prop via onChange) must win over the revert.
const committedRef = useRef(value)
const valuesRef = useRef(values)
// Sync external value changes into the search field
useEffect(() => {
committedRef.current = value
setSearch(value ?? '')
}, [value])
useEffect(() => {
valuesRef.current = values
}, [values])
const loadValues = useCallback(async () => {
setLoadState('loading')
try {
const dims = await fetchDimensions()
const dim = dims.find((d) => String(d.sie_dim_no) === sieDimNo)
setDimensionId(dim?.id ?? null)
setValues(dim?.values.filter((v) => v.is_active) ?? [])
setLoadState('loaded')
} catch {
setLoadState('error')
}
}, [sieDimNo])
const openDropdown = useCallback(() => {
setIsOpen(true)
setCreateError(null)
if (loadState === 'idle') void loadValues()
}, [loadState, loadValues])
const filteredValues = useMemo(() => {
const term = search.trim().toLowerCase()
if (!term) return values
return values.filter(
(v) =>
v.code.toLowerCase().includes(term) || v.name.toLowerCase().includes(term),
)
}, [values, search])
// Inline create is offered when the typed text is a valid new code.
const createCandidate = useMemo(() => {
const term = search.trim()
if (!term || !dimensionId) return null
if (!DIMENSION_CODE_PATTERN.test(term)) return null
if (values.some((v) => v.code.toLowerCase() === term.toLowerCase())) return null
return term
}, [search, values, dimensionId])
// Keyboard list: matching values first, the create affordance last.
const optionCount = filteredValues.length + (createCandidate ? 1 : 0)
useEffect(() => {
setHighlightedIndex(0)
}, [filteredValues, createCandidate])
useEffect(() => {
if (!isOpen || !listRef.current) return
const highlighted = listRef.current.querySelector('[data-highlighted="true"]')
if (highlighted) highlighted.scrollIntoView({ block: 'nearest' })
}, [highlightedIndex, isOpen])
useEffect(() => {
function handleClickOutside(e: MouseEvent | TouchEvent) {
if (containerRef.current && !containerRef.current.contains(e.target as Node)) {
setIsOpen(false)
}
}
document.addEventListener('mousedown', handleClickOutside)
document.addEventListener('touchstart', handleClickOutside)
return () => {
document.removeEventListener('mousedown', handleClickOutside)
document.removeEventListener('touchstart', handleClickOutside)
}
}, [])
const selectValue = useCallback(
(code: string) => {
onChange(code)
setSearch(code)
setIsOpen(false)
},
[onChange],
)
const createValue = useCallback(
async (code: string) => {
if (!dimensionId || isCreating) return
setIsCreating(true)
setCreateError(null)
try {
const res = await fetch(`/api/dimensions/${dimensionId}/values`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ code, name: code }),
})
const json = await res.json().catch(() => null)
if (!res.ok) {
setCreateError(getErrorMessage(json, { locale: 'sv' }))
return
}
const created: DimensionValueDto = json?.data ?? {
id: code,
code,
name: code,
is_active: true,
start_date: null,
end_date: null,
}
setValues((prev) => [...prev, created].sort((a, b) => a.code.localeCompare(b.code, 'sv')))
selectValue(created.code)
} finally {
setIsCreating(false)
}
},
[dimensionId, isCreating, selectValue],
)
const activateOption = useCallback(
(index: number) => {
if (index < filteredValues.length) {
selectValue(filteredValues[index].code)
} else if (createCandidate) {
void createValue(createCandidate)
}
},
[filteredValues, createCandidate, selectValue, createValue],
)
const handleKeyDown = (e: React.KeyboardEvent) => {
if (!isOpen) {
if (e.key === 'ArrowDown' || e.key === 'ArrowUp') {
openDropdown()
e.preventDefault()
}
return
}
switch (e.key) {
case 'ArrowDown':
e.preventDefault()
setHighlightedIndex((prev) => Math.min(prev + 1, optionCount - 1))
break
case 'ArrowUp':
e.preventDefault()
setHighlightedIndex((prev) => Math.max(prev - 1, 0))
break
case 'Enter':
e.preventDefault()
if (optionCount > 0) activateOption(highlightedIndex)
break
case 'Escape':
e.preventDefault()
setIsOpen(false)
break
}
}
const handleInputChange = (e: React.ChangeEvent<HTMLInputElement>) => {
setSearch(e.target.value)
setCreateError(null)
if (!isOpen) openDropdown()
}
const handleBlur = () => {
setIsOpen(false)
// Small delay so a dropdown mousedown fires first (same trick as
// AccountCombobox — option clicks preventDefault, so they never blur).
// An emptied field clears the dimension; anything that isn't a known
// code reverts to the committed value. Committed value and values are
// read through refs so a selection that lands during the 150ms window
// wins over the revert (the closure's render snapshot would be stale).
const snapshot = search
setTimeout(() => {
const committed = committedRef.current
const trimmed = snapshot.trim()
if (!trimmed) {
setSearch('')
if (committed !== null) onChange(null)
return
}
if (trimmed !== committed && !valuesRef.current.some((v) => v.code === trimmed)) {
setSearch(committed ?? '')
}
}, 150)
}
return (
<div ref={containerRef} className="relative">
<Input
value={search}
onChange={handleInputChange}
onFocus={openDropdown}
onBlur={handleBlur}
onKeyDown={handleKeyDown}
placeholder="Sök värde…"
disabled={disabled}
className={`font-mono ${className ?? ''}`.trim()}
autoComplete="off"
/>
{/* Dropdown */}
{isOpen && !disabled && (
<div
ref={listRef}
className="absolute z-50 top-full left-0 mt-1 min-w-[16rem] w-[max(100%,20rem)] max-h-[300px] overflow-y-auto rounded-md border border-input bg-card shadow-md"
>
{loadState === 'loading' && (
<div className="flex items-center gap-2 px-2 py-2 text-sm text-muted-foreground">
<Loader2 className="h-3.5 w-3.5 animate-spin" />
Laddar…
</div>
)}
{loadState === 'error' && (
<p className="px-2 py-2 text-sm text-muted-foreground">
Kunde inte hämta värden.
</p>
)}
{loadState === 'loaded' && optionCount === 0 && (
<p className="px-2 py-2 text-sm text-muted-foreground">
Hittade inget värde som matchar.
</p>
)}
{loadState === 'loaded' &&
filteredValues.map((item, index) => {
const isHighlighted = index === highlightedIndex
return (
<button
key={item.id}
type="button"
data-highlighted={isHighlighted}
className={`w-full text-left px-2 py-1.5 text-sm cursor-pointer flex items-baseline gap-2 ${
isHighlighted ? 'bg-primary/10 text-primary' : 'hover:bg-muted/50'
}`}
onMouseDown={(e) => {
e.preventDefault()
selectValue(item.code)
}}
onMouseEnter={() => setHighlightedIndex(index)}
>
<span className="font-mono shrink-0">{item.code}</span>
<span className="flex-1 min-w-0 break-words text-muted-foreground">
{item.name !== item.code ? item.name : ''}
</span>
</button>
)
})}
{loadState === 'loaded' && createCandidate && (
<button
type="button"
data-highlighted={highlightedIndex === filteredValues.length}
className={`w-full text-left px-2 py-1.5 text-sm cursor-pointer flex items-center gap-2 border-t border-input ${
highlightedIndex === filteredValues.length
? 'bg-primary/10 text-primary'
: 'hover:bg-muted/50'
}`}
onMouseDown={(e) => {
e.preventDefault()
void createValue(createCandidate)
}}
onMouseEnter={() => setHighlightedIndex(filteredValues.length)}
>
{isCreating ? (
<Loader2 className="h-3.5 w-3.5 shrink-0 animate-spin" />
) : (
<Plus className="h-3.5 w-3.5 shrink-0" />
)}
<span className="truncate">Skapa ny &quot;{createCandidate}&quot;</span>
</button>
)}
{createError && (
<p className="px-2 py-1.5 text-xs text-destructive border-t border-input">
{createError}
</p>
)}
</div>
)}
</div>
)
}
@@ -0,0 +1,223 @@
'use client'
import { useMemo, useState } from 'react'
import { useForm, Controller } from 'react-hook-form'
import { zodResolver } from '@hookform/resolvers/zod'
import { z } from 'zod'
import { useTranslations } from 'next-intl'
import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input'
import { Label } from '@/components/ui/label'
import { Switch } from '@/components/ui/switch'
import { DestructiveConfirmDialog } from '@/components/ui/destructive-confirm-dialog'
import { Loader2, Trash2 } from 'lucide-react'
import {
DIMENSION_CODE_PATTERN,
PROJECT_DIM_NO,
type DimensionDto,
type DimensionValueDto,
} from '@/components/dimensions/types'
export interface DimensionValueFormInput {
code: string
name: string
is_active: boolean
start_date: string | null
end_date: string | null
}
interface DimensionValueFormProps {
/** The dimension the value belongs to (drives the Projekt date fields). */
dimension: DimensionDto
/** When set, the form edits this value (code becomes immutable). */
value?: DimensionValueDto | null
isSaving?: boolean
onSubmit: (input: DimensionValueFormInput) => void | Promise<void>
/** Rendered only when editing. The caller performs the DELETE and surfaces
* the retention-trigger error ("…arkivera det istället") as a toast. */
onDelete?: () => void | Promise<void>
}
/**
* Create/edit form for a dimension value (#OBJEKT), hosted in the
* DimensionsManager dialog. Code is immutable in v1 — the field is disabled
* when editing. Start/end dates appear only for Projekt (dim 6), matching the
* SIE model where projects span a date range while cost centres do not.
*/
export default function DimensionValueForm({
dimension,
value,
isSaving = false,
onSubmit,
onDelete,
}: DimensionValueFormProps) {
const t = useTranslations('dimensions')
const isEditing = Boolean(value)
const isProject = dimension.sie_dim_no === PROJECT_DIM_NO
const [confirmDeleteOpen, setConfirmDeleteOpen] = useState(false)
const schema = useMemo(
() =>
z
.object({
// Legacy/backfilled codes can be looser than the strict format, so
// the pattern is only enforced when the code is user-typed (create).
code: isEditing
? z.string()
: z.string().regex(DIMENSION_CODE_PATTERN, t('form_code_invalid')),
name: z.string().min(1, t('form_name_invalid')).max(120, t('form_name_invalid')),
is_active: z.boolean(),
start_date: z.string().optional(),
end_date: z.string().optional(),
})
.refine(
(data) =>
!data.start_date || !data.end_date || data.end_date >= data.start_date,
{ message: t('form_date_order_invalid'), path: ['end_date'] },
),
[isEditing, t],
)
type FormData = z.infer<typeof schema>
const {
register,
handleSubmit,
control,
formState: { errors },
} = useForm<FormData>({
resolver: zodResolver(schema),
defaultValues: {
code: value?.code ?? '',
name: value?.name ?? '',
is_active: value?.is_active ?? true,
start_date: value?.start_date ?? '',
end_date: value?.end_date ?? '',
},
})
function submit(data: FormData) {
return onSubmit({
code: data.code.trim(),
name: data.name.trim(),
is_active: data.is_active,
start_date: isProject && data.start_date ? data.start_date : null,
end_date: isProject && data.end_date ? data.end_date : null,
})
}
return (
<form onSubmit={handleSubmit(submit)} className="space-y-6">
<div className="grid gap-4 sm:grid-cols-2">
<div className="space-y-2">
<Label htmlFor="dimension-value-code">{t('form_code_label')}</Label>
<Input
id="dimension-value-code"
{...register('code')}
disabled={isEditing}
className="font-mono"
autoComplete="off"
autoFocus={!isEditing}
/>
<p className="text-xs text-muted-foreground">
{isEditing ? t('form_code_immutable_help') : t('form_code_help')}
</p>
{errors.code && (
<p className="text-xs text-destructive">{errors.code.message}</p>
)}
</div>
<div className="space-y-2">
<Label htmlFor="dimension-value-name">{t('form_name_label')}</Label>
<Input
id="dimension-value-name"
{...register('name')}
autoComplete="off"
autoFocus={isEditing}
/>
{errors.name && (
<p className="text-xs text-destructive">{errors.name.message}</p>
)}
</div>
</div>
{isProject && (
<div className="grid gap-4 sm:grid-cols-2">
<div className="space-y-2">
<Label htmlFor="dimension-value-start">{t('form_start_label')}</Label>
<Input
id="dimension-value-start"
type="date"
{...register('start_date')}
className="tabular-nums"
/>
</div>
<div className="space-y-2">
<Label htmlFor="dimension-value-end">{t('form_end_label')}</Label>
<Input
id="dimension-value-end"
type="date"
{...register('end_date')}
className="tabular-nums"
/>
{errors.end_date && (
<p className="text-xs text-destructive">{errors.end_date.message}</p>
)}
</div>
</div>
)}
<div className="flex items-start justify-between gap-4">
<div className="space-y-1">
<Label htmlFor="dimension-value-active">{t('form_active_label')}</Label>
<p className="text-xs text-muted-foreground max-w-md">
{t('form_active_help')}
</p>
</div>
<Controller
name="is_active"
control={control}
render={({ field }) => (
<Switch
id="dimension-value-active"
checked={field.value}
onCheckedChange={field.onChange}
/>
)}
/>
</div>
<div className="flex items-center justify-between gap-3 pt-2">
{isEditing && onDelete ? (
<Button
type="button"
variant="outline"
className="text-destructive hover:text-destructive"
disabled={isSaving}
onClick={() => setConfirmDeleteOpen(true)}
>
<Trash2 className="mr-2 h-4 w-4" />
{t('form_delete')}
</Button>
) : (
<span />
)}
<Button type="submit" disabled={isSaving}>
{isSaving && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
{isEditing ? t('form_save') : t('form_create')}
</Button>
</div>
{onDelete && (
<DestructiveConfirmDialog
open={confirmDeleteOpen}
onOpenChange={setConfirmDeleteOpen}
title={t('delete_confirm_title')}
description={t('delete_confirm_description', { code: value?.code ?? '' })}
confirmLabel={t('delete_confirm_label')}
cancelLabel={t('delete_cancel_label')}
onConfirm={onDelete}
/>
)}
</form>
)
}
+484
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@@ -0,0 +1,484 @@
'use client'
import { useCallback, useEffect, useMemo, useState } from 'react'
import { useLocale, useTranslations } from 'next-intl'
import { Button } from '@/components/ui/button'
import { Card, CardContent, CardHeader } from '@/components/ui/card'
import { Badge } from '@/components/ui/badge'
import { Input } from '@/components/ui/input'
import { Skeleton } from '@/components/ui/skeleton'
import { Tabs, TabsList, TabsTrigger } from '@/components/ui/tabs'
import {
Dialog,
DialogContent,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog'
import {
Table,
TableBody,
TableCell,
TableHead,
TableHeader,
TableRow,
} from '@/components/ui/table'
import { EmptyState } from '@/components/ui/empty-state'
import { useToast } from '@/components/ui/use-toast'
import { getErrorMessage, type ErrorLocale } from '@/lib/errors/get-error-message'
import { useCanWrite } from '@/lib/hooks/use-can-write'
import { formatDate } from '@/lib/utils'
import {
Plus,
Search,
Lock,
Tags,
ChevronUp,
ChevronDown,
ChevronsUpDown,
} from 'lucide-react'
import DimensionValueForm, {
type DimensionValueFormInput,
} from '@/components/dimensions/DimensionValueForm'
import {
fetchDimensions,
PROJECT_DIM_NO,
type DimensionDto,
type DimensionValueDto,
} from '@/components/dimensions/types'
type SortColumn = 'code' | 'name' | 'status' | 'start_date' | 'end_date'
type SortDir = 'asc' | 'desc'
type DialogState =
| { mode: 'create' }
| { mode: 'edit'; value: DimensionValueDto }
| null
function compareStrings(a: string, b: string): number {
return a.localeCompare(b, 'sv', { sensitivity: 'base' })
}
/**
* Register for dimension values (kostnadsställen & projekt) — the
* customers-page register recipe hosted behind one segmented tab per registry
* dimension. Archive rides the edit form's aktiv switch (PATCH is_active);
* delete lives only in the edit dialog and surfaces the DB retention
* trigger's Swedish "…arkivera det istället" message when the value is
* referenced by posted lines.
*/
export default function DimensionsManager() {
const t = useTranslations('dimensions')
const errorLocale = useLocale() as ErrorLocale
const { toast } = useToast()
const { canWrite } = useCanWrite()
const [dimensions, setDimensions] = useState<DimensionDto[]>([])
const [isLoading, setIsLoading] = useState(true)
const [loadFailed, setLoadFailed] = useState(false)
const [activeDimId, setActiveDimId] = useState<string | null>(null)
const [searchTerm, setSearchTerm] = useState('')
const [sortColumn, setSortColumn] = useState<SortColumn>('code')
const [sortDir, setSortDir] = useState<SortDir>('asc')
const [dialog, setDialog] = useState<DialogState>(null)
const [isSaving, setIsSaving] = useState(false)
const loadDimensions = useCallback(
async (showSpinner: boolean) => {
if (showSpinner) setIsLoading(true)
try {
const dims = await fetchDimensions()
const sorted = [...dims].sort(
(a, b) => a.sort_order - b.sort_order || a.sie_dim_no - b.sie_dim_no,
)
setDimensions(sorted)
setLoadFailed(false)
setActiveDimId((prev) =>
prev && sorted.some((d) => d.id === prev) ? prev : (sorted[0]?.id ?? null),
)
} catch (err) {
setLoadFailed(true)
toast({
title: t('load_failed_title'),
description: getErrorMessage(err, { locale: errorLocale }),
variant: 'destructive',
})
} finally {
setIsLoading(false)
}
},
[toast, t, errorLocale],
)
useEffect(() => {
void loadDimensions(true)
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [])
const activeDim = useMemo(
() => dimensions.find((d) => d.id === activeDimId) ?? null,
[dimensions, activeDimId],
)
const isProjectTab = activeDim?.sie_dim_no === PROJECT_DIM_NO
const filteredValues = useMemo(() => {
if (!activeDim) return []
const term = searchTerm.trim().toLowerCase()
if (!term) return activeDim.values
return activeDim.values.filter(
(v) =>
v.code.toLowerCase().includes(term) || v.name.toLowerCase().includes(term),
)
}, [activeDim, searchTerm])
const sortedValues = useMemo(() => {
const arr = [...filteredValues]
arr.sort((a, b) => {
let cmp = 0
switch (sortColumn) {
case 'code':
cmp = compareStrings(a.code, b.code)
break
case 'name':
cmp = compareStrings(a.name, b.name)
break
case 'status':
cmp = Number(b.is_active) - Number(a.is_active) || compareStrings(a.code, b.code)
break
case 'start_date':
cmp = compareStrings(a.start_date ?? '', b.start_date ?? '')
break
case 'end_date':
cmp = compareStrings(a.end_date ?? '', b.end_date ?? '')
break
}
return sortDir === 'asc' ? cmp : -cmp
})
return arr
}, [filteredValues, sortColumn, sortDir])
const updateSort = useCallback(
(column: SortColumn) => {
if (column === sortColumn) {
setSortDir((prev) => (prev === 'asc' ? 'desc' : 'asc'))
} else {
setSortColumn(column)
setSortDir('asc')
}
},
[sortColumn],
)
async function handleSubmitValue(input: DimensionValueFormInput) {
if (!activeDim || !dialog) return
setIsSaving(true)
try {
if (dialog.mode === 'edit') {
const res = await fetch(
`/api/dimensions/${activeDim.id}/values/${dialog.value.id}`,
{
method: 'PATCH',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
name: input.name,
is_active: input.is_active,
start_date: input.start_date,
end_date: input.end_date,
}),
},
)
const json = await res.json().catch(() => null)
if (!res.ok) throw json ?? new Error()
toast({ title: t('updated_title') })
} else {
// "Create as archived" rides the create contract's is_active field —
// one atomic POST, no follow-up PATCH.
const body: Record<string, unknown> = {
code: input.code,
name: input.name,
is_active: input.is_active,
}
if (input.start_date) body.start_date = input.start_date
if (input.end_date) body.end_date = input.end_date
const res = await fetch(`/api/dimensions/${activeDim.id}/values`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(body),
})
const json = await res.json().catch(() => null)
if (!res.ok) throw json ?? new Error()
toast({
title: t('created_title'),
description: t('created_description', { code: input.code }),
})
}
setDialog(null)
await loadDimensions(false)
} catch (err) {
toast({
title: t('save_failed_title'),
description: getErrorMessage(err, { locale: errorLocale }),
variant: 'destructive',
})
} finally {
setIsSaving(false)
}
}
async function handleDeleteValue() {
if (!activeDim || dialog?.mode !== 'edit') return
setIsSaving(true)
try {
const res = await fetch(
`/api/dimensions/${activeDim.id}/values/${dialog.value.id}`,
{ method: 'DELETE' },
)
if (!res.ok) {
const json = await res.json().catch(() => null)
// Values referenced by posted lines cannot be deleted — the DB
// retention trigger's Swedish message ("…arkivera det istället")
// rides the error envelope; surface it verbatim.
toast({
title: t('delete_failed_title'),
description: getErrorMessage(json, { locale: errorLocale }),
variant: 'destructive',
})
return
}
toast({ title: t('deleted_title') })
setDialog(null)
await loadDimensions(false)
} finally {
setIsSaving(false)
}
}
function SortableHeader({
column,
label,
className,
}: {
column: SortColumn
label: string
className?: string
}) {
const isActive = sortColumn === column
const Icon = isActive ? (sortDir === 'asc' ? ChevronUp : ChevronDown) : ChevronsUpDown
return (
<TableHead className={className}>
<button
type="button"
onClick={() => updateSort(column)}
className="inline-flex items-center gap-1 text-[11px] font-medium uppercase tracking-wider text-muted-foreground hover:text-foreground transition-colors"
>
{label}
<Icon className="h-3 w-3 opacity-70" aria-hidden="true" />
</button>
</TableHead>
)
}
function renderStatusBadge(value: DimensionValueDto) {
return value.is_active ? (
<Badge variant="success">{t('status_active')}</Badge>
) : (
<Badge variant="secondary">{t('status_archived')}</Badge>
)
}
if (isLoading) {
return (
<div className="space-y-8">
<Skeleton className="h-10 w-64" />
<Card>
<CardContent className="p-6 space-y-3">
{[1, 2, 3, 4, 5].map((i) => (
<Skeleton key={i} className="h-10 w-full" />
))}
</CardContent>
</Card>
</div>
)
}
if (loadFailed && dimensions.length === 0) {
return (
<Card>
<CardContent className="p-0">
<EmptyState
icon={Tags}
title={t('load_failed_title')}
description={t('load_failed_description')}
actionLabel={t('retry')}
onAction={() => void loadDimensions(true)}
/>
</CardContent>
</Card>
)
}
return (
<div className="space-y-8">
{/* Segmented tabs — one per registry dimension (1 Kostnadsställe, 6 Projekt) */}
<div className="flex flex-col gap-4 sm:flex-row sm:items-center sm:justify-between">
<Tabs
value={activeDimId ?? undefined}
onValueChange={(id) => {
setActiveDimId(id)
setSearchTerm('')
}}
>
<TabsList>
{dimensions.map((dim) => (
<TabsTrigger key={dim.id} value={dim.id}>
{dim.name}
</TabsTrigger>
))}
</TabsList>
</Tabs>
<Button
disabled={!canWrite}
title={!canWrite ? t('viewer_disabled_tooltip') : undefined}
onClick={() => setDialog({ mode: 'create' })}
>
{canWrite ? <Plus className="mr-2 h-4 w-4" /> : <Lock className="mr-2 h-4 w-4" />}
{t('new_value')}
</Button>
</div>
{/* Search */}
<div className="relative">
<Search className="absolute left-3 top-1/2 -translate-y-1/2 h-4 w-4 text-muted-foreground" />
<Input
placeholder={t('search_placeholder')}
value={searchTerm}
onChange={(e) => setSearchTerm(e.target.value)}
className="pl-10"
/>
</div>
{/* Value list */}
{sortedValues.length === 0 ? (
<Card>
<CardContent className="p-0">
{searchTerm ? (
<EmptyState
icon={Search}
title={t('no_search_results_title')}
description={t('no_search_results_description', { term: searchTerm })}
/>
) : (
<EmptyState
icon={Tags}
title={t('empty_title')}
description={t('empty_description', { dimension: activeDim?.name ?? '' })}
actionLabel={canWrite ? t('new_value') : undefined}
onAction={canWrite ? () => setDialog({ mode: 'create' }) : undefined}
/>
)}
</CardContent>
</Card>
) : (
<>
{/* Desktop table */}
<Card className="hidden md:block">
<CardContent className="p-0">
<Table>
<TableHeader>
<TableRow>
<SortableHeader column="code" label={t('col_code')} />
<SortableHeader column="name" label={t('col_name')} />
<SortableHeader column="status" label={t('col_status')} />
{isProjectTab && (
<>
<SortableHeader column="start_date" label={t('col_start')} />
<SortableHeader column="end_date" label={t('col_end')} />
</>
)}
</TableRow>
</TableHeader>
<TableBody>
{sortedValues.map((value) => (
<TableRow
key={value.id}
className="cursor-pointer"
onClick={() => setDialog({ mode: 'edit', value })}
>
<TableCell className="font-mono">{value.code}</TableCell>
<TableCell className="font-medium">{value.name}</TableCell>
<TableCell>{renderStatusBadge(value)}</TableCell>
{isProjectTab && (
<>
<TableCell className="tabular-nums text-muted-foreground">
{value.start_date ? formatDate(value.start_date) : '—'}
</TableCell>
<TableCell className="tabular-nums text-muted-foreground">
{value.end_date ? formatDate(value.end_date) : '—'}
</TableCell>
</>
)}
</TableRow>
))}
</TableBody>
</Table>
</CardContent>
</Card>
{/* Mobile card list */}
<div className="grid gap-4 md:hidden">
{sortedValues.map((value) => (
<Card
key={value.id}
className="cursor-pointer transition-colors duration-150 hover:bg-secondary/60"
onClick={() => setDialog({ mode: 'edit', value })}
>
<CardHeader className="pb-3">
<div className="flex items-center justify-between gap-3">
<div className="min-w-0">
<p className="font-mono text-sm">{value.code}</p>
<p className="text-sm text-muted-foreground mt-1 truncate">
{value.name}
</p>
</div>
{renderStatusBadge(value)}
</div>
</CardHeader>
{isProjectTab && (value.start_date || value.end_date) && (
<CardContent>
<p className="text-sm text-muted-foreground tabular-nums">
{value.start_date ? formatDate(value.start_date) : '—'}
{' – '}
{value.end_date ? formatDate(value.end_date) : '—'}
</p>
</CardContent>
)}
</Card>
))}
</div>
</>
)}
{/* Create/edit dialog */}
<Dialog open={dialog !== null} onOpenChange={(open) => !open && setDialog(null)}>
<DialogContent className="sm:max-w-2xl max-h-[95dvh] sm:max-h-[90vh] overflow-y-auto">
<DialogHeader>
<DialogTitle>
{dialog?.mode === 'edit'
? t('edit_value_title')
: t('new_value_title', { dimension: activeDim?.name ?? '' })}
</DialogTitle>
</DialogHeader>
{activeDim && dialog && (
<DimensionValueForm
key={dialog.mode === 'edit' ? dialog.value.id : 'create'}
dimension={activeDim}
value={dialog.mode === 'edit' ? dialog.value : null}
isSaving={isSaving}
onSubmit={handleSubmitValue}
onDelete={dialog.mode === 'edit' ? handleDeleteValue : undefined}
/>
)}
</DialogContent>
</Dialog>
</div>
)
}
+56
View File
@@ -0,0 +1,56 @@
/**
* Client-side contract types for the dimensions registry API (PR2 of
* dev_docs/dimensions_implementation_plan.md).
*
* The routes live under /api/dimensions and are built against the same locked
* contract — this module codes against the contract, not the route files, so
* the register UI (DimensionsManager) and the shared picker (DimensionCombobox)
* can ship independently of the API package.
*/
export interface DimensionValueDto {
id: string
code: string
name: string
is_active: boolean
start_date: string | null
end_date: string | null
}
export interface DimensionDto {
id: string
/** SIE #DIM number (1 = Kostnadsställe, 6 = Projekt). */
sie_dim_no: number
name: string
resets_annually: boolean
is_system: boolean
is_active: boolean
sort_order: number
/** Sorted by code by the API. */
values: DimensionValueDto[]
}
/** SIE dimension number whose values carry start/end dates (Projekt). */
export const PROJECT_DIM_NO = 6
/**
* Strict Fortnox-compatible code format enforced by the API for user-created
* codes (the DB CHECK is deliberately looser so legacy free-text survives the
* backfill). Mirrored client-side for inline validation before POST.
*/
export const DIMENSION_CODE_PATTERN = /^[A-Za-z0-9ÅÄÖåäö_+\-]{1,20}$/
/**
* Load the company's dimension registry. The handler lazily seeds system dims
* 1/6 via ensure_company_dimensions, so the result always contains at least
* Kostnadsställe + Projekt. Throws the parsed error envelope on failure so
* callers can hand it straight to getErrorMessage().
*/
export async function fetchDimensions(): Promise<DimensionDto[]> {
const res = await fetch('/api/dimensions')
const json = await res.json().catch(() => null)
if (!res.ok) {
throw json ?? new Error('Failed to load dimensions')
}
return (json?.dimensions ?? []) as DimensionDto[]
}
+123
View File
@@ -0,0 +1,123 @@
'use client'
import { useState } from 'react'
import Link from 'next/link'
import { useLocale, useTranslations } from 'next-intl'
import { ExternalLink } from 'lucide-react'
import { Switch } from '@/components/ui/switch'
import { Label } from '@/components/ui/label'
import { useToast } from '@/components/ui/use-toast'
import { useSettings } from '@/components/settings/useSettings'
import { useCanWrite } from '@/lib/hooks/use-can-write'
import { getErrorMessage, type ErrorLocale } from '@/lib/errors/get-error-message'
/**
* Company-level toggle for the dimensions register (kostnadsställen &
* projekt). Persists company_settings.dimensions_enabled through the standard
* settings PUT — the flag gates UI visibility only (nav row + register),
* never correctness (dimensions plan §2).
*
* Toggling ON runs the "Importera befintliga koder" scan
* (POST /api/dimensions/import-existing): codes already present on
* journal_entry_lines.dimensions but missing from the registry are created as
* archived placeholder values, and the user is told how many were found.
*/
export function DimensionsToggle() {
const t = useTranslations('dimensions')
const errorLocale = useLocale() as ErrorLocale
const { settings, updateSettings } = useSettings()
const { canWrite } = useCanWrite()
const { toast } = useToast()
const [isSaving, setIsSaving] = useState(false)
const enabled = settings?.dimensions_enabled ?? false
async function handleChange(next: boolean) {
setIsSaving(true)
try {
const res = await fetch('/api/settings', {
method: 'PUT',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ dimensions_enabled: next }),
})
const json = await res.json().catch(() => null)
if (!res.ok) {
toast({
title: t('settings_save_failed_title'),
description: getErrorMessage(json, { locale: errorLocale }),
variant: 'destructive',
})
return
}
updateSettings({ dimensions_enabled: next })
if (next) {
// Import scan: registry rows for codes already used on lines. Failure
// is non-fatal — the toggle stays on and the scan can be re-run by
// toggling again.
try {
const importRes = await fetch('/api/dimensions/import-existing', {
method: 'POST',
})
const importJson = await importRes.json().catch(() => null)
if (importRes.ok) {
const created: number =
importJson?.created ?? importJson?.data?.created ?? 0
if (created > 0) {
toast({
title: t('settings_imported_toast_title'),
description: t('settings_imported_toast', { count: created }),
})
}
} else {
toast({
title: t('settings_import_failed_title'),
description: getErrorMessage(importJson, { locale: errorLocale }),
variant: 'destructive',
})
}
} catch {
toast({
title: t('settings_import_failed_title'),
variant: 'destructive',
})
}
}
} finally {
setIsSaving(false)
}
}
return (
<section className="space-y-4">
<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
{t('settings_heading')}
</h2>
<div className="flex items-start justify-between gap-4">
<div className="space-y-1">
<Label htmlFor="dimensions-enabled" className="text-sm">
{t('settings_toggle_label')}
</Label>
<p className="text-xs text-muted-foreground max-w-md">
{t('settings_toggle_help')}
</p>
</div>
<Switch
id="dimensions-enabled"
checked={enabled}
onCheckedChange={(next) => void handleChange(next)}
disabled={isSaving || !canWrite}
/>
</div>
{enabled && (
<Link
href="/dimensions"
className="inline-flex items-center gap-1.5 text-sm text-muted-foreground hover:text-foreground transition-colors"
>
<ExternalLink className="h-3.5 w-3.5" />
{t('settings_open_register')}
</Link>
)}
</section>
)
}
@@ -12,6 +12,7 @@ import { VoucherSeriesManager } from '@/components/settings/VoucherSeriesManager
import { VoucherSeriesPerSourceTypeForm } from '@/components/settings/VoucherSeriesPerSourceTypeForm'
import { applyDefaultSeriesToMap } from '@/lib/bookkeeping/voucher-series-resolver'
import { PeriodiseringAutoDetectToggle } from '@/components/settings/PeriodiseringAutoDetectToggle'
import { DimensionsToggle } from '@/components/settings/DimensionsToggle'
import { AccountingFrameworkForm } from '@/components/settings/AccountingFrameworkForm'
import { useSettings } from '@/components/settings/useSettings'
import { useCompany } from '@/contexts/CompanyContext'
@@ -165,6 +166,11 @@ export function BookkeepingSettingsContent() {
<PeriodiseringAutoDetectToggle />
</div>
{/* Kostnadsställen & projekt (dimensions) toggle */}
<div className="border-t border-border pt-8">
<DimensionsToggle />
</div>
{/* Cross-links */}
<div className="border-t border-border pt-8 space-y-3">
<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">