feat(recurring): carry dimension bags on recurring invoice schedules (#1272)

Schedules and their template items now store {sie_dim_no: code} bags
(default_dimensions / dimensions), and the cron generator copies them
onto every spawned invoice + item, so recurring invoices book with the
same projekt/kostnadsstalle tags a manual invoice would. Wired through
the web CRUD routes, the staged-operation executors, and the MCP
create/update/list schedule tools (resolve-don't-select, resolutions
echoed in the preview).

Migration 20260728090000 adds the two jsonb columns (same shape+CHECK
as invoices/invoice_items, PR7 producer parity).

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

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

@@ -198,7 +198,7 @@ export const PATCH = withRouteContext(
       // items", silently skipping billing dates.
       const { data: previousItems } = await supabase
         .from('recurring_invoice_schedule_items')
-        .select('sort_order, description, quantity, unit, unit_price, vat_rate')
+        .select('sort_order, description, quantity, unit, unit_price, vat_rate, dimensions')
         .eq('schedule_id', id)
 
       await supabase
@@ -214,6 +214,7 @@ export const PATCH = withRouteContext(
         unit: item.unit,
         unit_price: item.unit_price,
         vat_rate: item.vat_rate ?? null,
+        dimensions: item.dimensions ?? {},
       }))
       const { error: itemsError } = await supabase
         .from('recurring_invoice_schedule_items')
@@ -230,6 +231,7 @@ export const PATCH = withRouteContext(
             unit: row.unit,
             unit_price: row.unit_price,
             vat_rate: row.vat_rate,
+            dimensions: row.dimensions ?? {},
           }))
           const { error: restoreError } = await supabase
             .from('recurring_invoice_schedule_items')

app/api/invoices/recurring/__tests__/route.test.ts

@@ -130,6 +130,91 @@ describe('POST /api/invoices/recurring', () => {
     expect(body.type).toBe('validation_error')
   })
 
+  it('rejects a malformed dimensions bag with 400', async () => {
+    const request = createMockRequest('/api/invoices/recurring', {
+      method: 'POST',
+      body: {
+        customer_id: '550e8400-e29b-41d4-a716-446655440000',
+        name: 'Test',
+        day_of_month: 15,
+        payment_terms_days: 30,
+        currency: 'SEK',
+        auto_send: false,
+        // Key must be a SIE dim number: 'projekt' is not.
+        default_dimensions: { projekt: 'P001' },
+        items: [
+          { description: 'Service', quantity: 1, unit: 'st', unit_price: 1000 },
+        ],
+      },
+    })
+    const response = await POST(request, { params: Promise.resolve({}) })
+    const { status, body } = await parseJsonResponse<{ type: string }>(response)
+    expect(status).toBe(400)
+    expect(body.type).toBe('validation_error')
+  })
+
+  it('persists schedule and item dimension bags', async () => {
+    // The queued mock's chain proxy discards call args by design, so capture
+    // .insert/.update payloads per table with a thin wrapper.
+    const inserted: Record<string, unknown[]> = {}
+    const originalFrom = mockSupabase.from.getMockImplementation()!
+    mockSupabase.from.mockImplementation((table: string) => {
+      const chain = originalFrom(table) as object
+      return new Proxy(chain, {
+        get(target, prop, receiver) {
+          if (prop === 'insert') {
+            return (rows: unknown) => {
+              ;(inserted[table] ??= []).push(rows)
+              return (Reflect.get(target, prop, receiver) as (r: unknown) => unknown)(rows)
+            }
+          }
+          return Reflect.get(target, prop, receiver)
+        },
+      })
+    })
+
+    const createdSchedule = { id: 's-1', name: 'Acme retainer' }
+    enqueue({ data: { id: '550e8400-e29b-41d4-a716-446655440000' }, error: null })
+    enqueue({ data: createdSchedule, error: null })
+    enqueue({ data: null, error: null })
+    enqueue({ data: { ...createdSchedule, items: [] }, error: null })
+
+    const request = createMockRequest('/api/invoices/recurring', {
+      method: 'POST',
+      body: {
+        customer_id: '550e8400-e29b-41d4-a716-446655440000',
+        name: 'Acme retainer',
+        day_of_month: 15,
+        payment_terms_days: 30,
+        currency: 'SEK',
+        auto_send: false,
+        default_dimensions: { '1': 'KS1', '6': 'P001' },
+        items: [
+          {
+            description: 'Konsultarvode',
+            quantity: 10,
+            unit: 'tim',
+            unit_price: 1200,
+            dimensions: { '6': 'P002' },
+          },
+          { description: 'Resor', quantity: 1, unit: 'st', unit_price: 500 },
+        ],
+      },
+    })
+    const response = await POST(request, { params: Promise.resolve({}) })
+    const { status } = await parseJsonResponse(response)
+    expect(status).toBe(201)
+
+    expect(inserted['recurring_invoice_schedules'][0]).toMatchObject({
+      default_dimensions: { '1': 'KS1', '6': 'P001' },
+    })
+    const itemRows = inserted['recurring_invoice_schedule_items'][0] as Array<
+      Record<string, unknown>
+    >
+    expect(itemRows[0].dimensions).toEqual({ '6': 'P002' })
+    expect(itemRows[1].dimensions).toEqual({})
+  })
+
   it('creates a schedule on the happy path', async () => {
     const createdSchedule = {
       id: 's-1',

app/api/invoices/recurring/route.ts

@@ -110,6 +110,7 @@ export const POST = withRouteContext(
         our_reference: input.our_reference ?? null,
         notes: input.notes ?? null,
         auto_send: input.auto_send,
+        default_dimensions: input.default_dimensions ?? {},
         next_run_date: nextRunDate,
         status: 'active',
       })
@@ -129,6 +130,7 @@ export const POST = withRouteContext(
       unit: item.unit,
       unit_price: item.unit_price,
       vat_rate: item.vat_rate ?? null,
+      dimensions: item.dimensions ?? {},
     }))
 
     const { error: itemsError } = await supabase