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accounted/tests/pg/dimensions-substrate.pg.test.ts
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Jakob WennbergandClaude Fable 5 8cc2efb083 feat(dimensions): PR1 substrate — SIE-native registry + dimensions JSONB on journal lines (#857)
* feat(dimensions): substrate — SIE-native registry + dimensions JSONB on journal lines (PR1)

Implements phase 1 of dev_docs/dimensions_implementation_plan.md:

- New company-native registry tables: dimensions (= SIE #DIM/#UNDERDIM,
  seeded is_system 1=Kostnadsställe / 6=Projekt via ensure_company_dimensions,
  nullable bare firm_id) and dimension_values (= #OBJEKT), full RLS incl.
  DELETE, audit + updated_at triggers, guard triggers (system dims undeletable,
  sie_dim_no immutable, values referenced by posted lines archive-not-delete).
- journal_entry_lines.dimensions jsonb NOT NULL DEFAULT '{}' as the single
  source of truth ({sie_dim_no: object_code}), CHECK object-typed, GIN
  (jsonb_path_ops) + partial expression indexes on dims 1/6. Inherits posted-
  line immutability from the existing trigger with zero new triggers.
- Backfill: representation copy of legacy cost_center/project text into the
  JSONB map (trigger-disabled, schema_sync precedent); legacy cost_centers/
  projects registry rows copied into dimension_values; inactive placeholder
  values for orphaned free-text codes.
- Dual-write: engine buildLineInserts + storno/correction/date-move now derive
  cost_center/project mirrors from the map via lib/bookkeeping/dimension-resolver.ts
  (normalizeLineDimensions / lineDimensionColumns); reversal copies dims.
- CreateJournalEntryLineInput + shared Zod line schema gain a dimensions bag
  (cost_center/project stay as deprecated aliases); pending-ops voucher lines
  coerce it.
- CI ratchet: direct-jel-insert check in no-new-antipatterns.mjs — inserts into
  journal_entry_lines outside sanctioned writers fail CI.
- pg-real suite: registry RLS/guards/retention, ensure_company_dimensions
  tenant guard, dims frozen on posted lines, CHECK enforcement (13 tests).

Non-breaking: companies without dimensions see zero change; no UI yet.

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

* fix(dimensions): address review findings — canonical keys, boundary-validated staged bags, migration guidance

- normalizeLineDimensions canonicalizes numeric keys ('01' -> '1') so
  leading-zero keys can't split values or miss the cost_center/project mirrors
  (PR Agent finding).
- New coerceDimensionsBag() in dimension-resolver is the single boundary
  validator for untyped staged payloads, enforcing the same constraints as the
  Zod line schema (string-only values, 1-40 chars, no SIE-framing chars,
  canonical keys). pending-operations normalizeVoucherLines now uses it —
  staged payloads can no longer bypass API-layer validation via numeric
  coercion (compliance-swarm V2.2/V1.2.5/PI1.1, Swedish review finding 4).
- Migration backfill comment now spells out the exact conditions under which
  the trigger-disable pattern is defensible (BFL 5:5 / BFNAR 2013:2) and what
  a future reviewer must verify before reusing it (Swedish review finding 2).
- 10 new resolver tests incl. reversal-parity (empty bag + aliases ==
  alias-only) proving the reverseEntry and storno paths normalize identically
  (PR Agent finding 1).

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

* fix(dimensions): round-2 review — shared Zod schema, transactional backfill, empty-string guard

- DimensionsBagSchema now lives in dimension-resolver as the single source of
  truth; CreateJournalEntryLineSchema and coerceDimensionsBag both delegate to
  it, so the API layer and the staged pending-operations path provably cannot
  drift (compliance-swarm V2.2). coerceDimensionsBag switches to whole-bag
  semantics: any invalid entry rejects the bag, exactly like the API schema.
- Migration backfill now runs DISABLE TRIGGER / UPDATE / ENABLE TRIGGER inside
  one transaction — the ACCESS EXCLUSIVE lock from ALTER TABLE holds until
  COMMIT, so no concurrent writer can slip an unguarded line write into the
  window during a live apply (compliance-swarm V1.2, Swedish review finding 1).
- NULLIF guard: empty-string legacy mirrors can no longer mint {"n":""}
  entries the resolver would interpret as "cleared" (PR Agent round-2 edge).
- COMMENT ON dimensions.resets_annually documenting the SIE4 #IB/#OIB
  semantics the PR2+ export path must honour (Swedish review finding 2).

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-02 11:27:07 +02:00

296 lines
11 KiB
TypeScript

import { describe, it, expect } from 'vitest'
import { randomUUID } from 'node:crypto'
import { getPool, withUserContext } from './setup'
import { seedCompany, insertDraftJournalEntry } from './fixtures'
// PR1 dimensions substrate (20260702084500_dimensions_substrate.sql):
// registry tables + RLS, ensure_company_dimensions RPC, registry guard
// triggers, jel.dimensions column + CHECK, and — the load-bearing property —
// that the dimensions map on a POSTED line is frozen by the existing
// line-immutability trigger with zero new triggers.
async function seedWithDimensions() {
const seeded = await seedCompany()
await getPool().query(`SELECT public.ensure_company_dimensions($1)`, [seeded.companyId])
return seeded
}
async function getDimensionId(companyId: string, sieDimNo: number): Promise<string> {
const { rows } = await getPool().query(
`SELECT id FROM public.dimensions WHERE company_id = $1 AND sie_dim_no = $2`,
[companyId, sieDimNo],
)
return rows[0].id
}
async function insertValue(params: {
companyId: string
dimensionId: string
code: string
name?: string
}): Promise<string> {
const id = randomUUID()
await getPool().query(
`INSERT INTO public.dimension_values (id, company_id, dimension_id, code, name)
VALUES ($1, $2, $3, $4, $5)`,
[id, params.companyId, params.dimensionId, params.code, params.name ?? params.code],
)
return id
}
// Insert a balanced line pair where the debit line carries a dimensions map.
async function insertDimensionedLines(
journalEntryId: string,
dimensions: Record<string, string>,
amount = 1000,
): Promise<string> {
const lineId = randomUUID()
await getPool().query(
`INSERT INTO public.journal_entry_lines
(id, journal_entry_id, account_number, debit_amount, credit_amount, dimensions, cost_center, project)
VALUES ($1, $2, '4010', $3, 0, $4, $5, $6),
(gen_random_uuid(), $2, '1930', 0, $3, '{}', NULL, NULL)`,
[
lineId,
journalEntryId,
amount,
JSON.stringify(dimensions),
dimensions['1'] ?? null,
dimensions['6'] ?? null,
],
)
return lineId
}
async function commitEntry(companyId: string, journalEntryId: string): Promise<void> {
await getPool().query(
`SELECT voucher_number FROM public.commit_journal_entry($1::uuid, $2::uuid)`,
[companyId, journalEntryId],
)
}
describe('ensure_company_dimensions', () => {
it('creates system dims 1 and 6 idempotently', async () => {
const { companyId } = await seedCompany()
await getPool().query(`SELECT public.ensure_company_dimensions($1)`, [companyId])
await getPool().query(`SELECT public.ensure_company_dimensions($1)`, [companyId])
const { rows } = await getPool().query(
`SELECT sie_dim_no, name, resets_annually, is_system
FROM public.dimensions WHERE company_id = $1 ORDER BY sie_dim_no`,
[companyId],
)
expect(rows).toEqual([
{ sie_dim_no: 1, name: 'Kostnadsställe', resets_annually: true, is_system: true },
{ sie_dim_no: 6, name: 'Projekt', resets_annually: false, is_system: true },
])
})
it('rejects an authenticated caller who is not a member of the company', async () => {
const { companyId } = await seedCompany()
const outsider = await seedCompany()
await expect(
withUserContext(outsider.userId, (client) =>
client.query(`SELECT public.ensure_company_dimensions($1)`, [companyId]),
),
).rejects.toThrow(/not a member/)
})
it('allows a member to call it through RLS context', async () => {
const { userId, companyId } = await seedCompany()
await withUserContext(userId, async (client) => {
await client.query(`SELECT public.ensure_company_dimensions($1)`, [companyId])
const { rows } = await client.query(
`SELECT sie_dim_no FROM public.dimensions WHERE company_id = $1 ORDER BY sie_dim_no`,
[companyId],
)
expect(rows.map((r) => r.sie_dim_no)).toEqual([1, 6])
})
})
})
describe('registry RLS', () => {
it('hides other companies dimensions and blocks cross-company inserts', async () => {
const a = await seedWithDimensions()
const b = await seedWithDimensions()
await withUserContext(a.userId, async (client) => {
const { rows } = await client.query(`SELECT company_id FROM public.dimensions`)
expect(rows.every((r) => r.company_id === a.companyId)).toBe(true)
const dimId = await getDimensionId(b.companyId, 6)
await expect(
client.query(
`INSERT INTO public.dimension_values (company_id, dimension_id, code, name)
VALUES ($1, $2, 'X', 'X')`,
[b.companyId, dimId],
),
).rejects.toThrow(/row-level security/)
})
})
it('lets a member manage values in their own company (incl. DELETE)', async () => {
const { userId, companyId } = await seedWithDimensions()
const dimId = await getDimensionId(companyId, 6)
await withUserContext(userId, async (client) => {
await client.query(
`INSERT INTO public.dimension_values (company_id, dimension_id, code, name)
VALUES ($1, $2, 'P001', 'Projekt Alpha')`,
[companyId, dimId],
)
await client.query(
`UPDATE public.dimension_values SET is_active = false
WHERE company_id = $1 AND code = 'P001'`,
[companyId],
)
const del = await client.query(
`DELETE FROM public.dimension_values WHERE company_id = $1 AND code = 'P001'`,
[companyId],
)
expect(del.rowCount).toBe(1)
})
})
})
describe('registry guard triggers', () => {
it('blocks deleting a system dimension', async () => {
const { companyId } = await seedWithDimensions()
await expect(
getPool().query(
`DELETE FROM public.dimensions WHERE company_id = $1 AND sie_dim_no = 6`,
[companyId],
),
).rejects.toThrow(/kan inte tas bort/)
})
it('blocks renumbering a dimension', async () => {
const { companyId } = await seedWithDimensions()
await expect(
getPool().query(
`UPDATE public.dimensions SET sie_dim_no = 7 WHERE company_id = $1 AND sie_dim_no = 6`,
[companyId],
),
).rejects.toThrow(/kan inte ändras/)
})
it('code CHECK forbids SIE-framing-breaking characters', async () => {
const { companyId } = await seedWithDimensions()
const dimId = await getDimensionId(companyId, 6)
await expect(
insertValue({ companyId, dimensionId: dimId, code: 'P"1' }),
).rejects.toThrow(/check/i)
})
})
describe('dimension_values retention', () => {
it('blocks deleting a value referenced by a posted line, allows unreferenced', async () => {
const { userId, companyId, fiscalPeriodId } = await seedWithDimensions()
const dimId = await getDimensionId(companyId, 6)
await insertValue({ companyId, dimensionId: dimId, code: 'P001' })
await insertValue({ companyId, dimensionId: dimId, code: 'P002' })
const entryId = await insertDraftJournalEntry({ userId, companyId, fiscalPeriodId })
await insertDimensionedLines(entryId, { '6': 'P001' })
await commitEntry(companyId, entryId)
await expect(
getPool().query(
`DELETE FROM public.dimension_values WHERE company_id = $1 AND code = 'P001'`,
[companyId],
),
).rejects.toThrow(/arkivera/)
const del = await getPool().query(
`DELETE FROM public.dimension_values WHERE company_id = $1 AND code = 'P002'`,
[companyId],
)
expect(del.rowCount).toBe(1)
})
it('blocks deleting a non-system dimension whose number is on posted lines (cascade path)', async () => {
const { userId, companyId, fiscalPeriodId } = await seedWithDimensions()
// Custom dim 20 with a tagged, posted line
await getPool().query(
`INSERT INTO public.dimensions (company_id, sie_dim_no, name) VALUES ($1, 20, 'Avdelning')`,
[companyId],
)
const entryId = await insertDraftJournalEntry({ userId, companyId, fiscalPeriodId })
await insertDimensionedLines(entryId, { '20': 'SYD' })
await commitEntry(companyId, entryId)
await expect(
getPool().query(
`DELETE FROM public.dimensions WHERE company_id = $1 AND sie_dim_no = 20`,
[companyId],
),
).rejects.toThrow(/kan inte tas bort/)
})
})
describe('journal_entry_lines.dimensions', () => {
it('rejects non-object values via CHECK', async () => {
const { userId, companyId, fiscalPeriodId } = await seedCompany()
const entryId = await insertDraftJournalEntry({ userId, companyId, fiscalPeriodId })
await expect(
getPool().query(
`INSERT INTO public.journal_entry_lines
(journal_entry_id, account_number, debit_amount, credit_amount, dimensions)
VALUES ($1, '1930', 100, 0, '["not","a","map"]')`,
[entryId],
),
).rejects.toThrow(/jel_dimensions_is_object/)
})
it('defaults to {} so dimension-less writers stay valid', async () => {
const { userId, companyId, fiscalPeriodId } = await seedCompany()
const entryId = await insertDraftJournalEntry({ userId, companyId, fiscalPeriodId })
await getPool().query(
`INSERT INTO public.journal_entry_lines
(journal_entry_id, account_number, debit_amount, credit_amount)
VALUES ($1, '1930', 100, 0), ($1, '3001', 0, 100)`,
[entryId],
)
const { rows } = await getPool().query(
`SELECT dimensions FROM public.journal_entry_lines WHERE journal_entry_id = $1`,
[entryId],
)
expect(rows.map((r) => r.dimensions)).toEqual([{}, {}])
})
it('is mutable on drafts but frozen on posted lines (inherits immutability)', async () => {
const { userId, companyId, fiscalPeriodId } = await seedWithDimensions()
const dimId = await getDimensionId(companyId, 6)
await insertValue({ companyId, dimensionId: dimId, code: 'P001' })
const entryId = await insertDraftJournalEntry({ userId, companyId, fiscalPeriodId })
const lineId = await insertDimensionedLines(entryId, { '6': 'P001' })
// Draft: retagging is allowed
await getPool().query(
`UPDATE public.journal_entry_lines SET dimensions = '{"6":"P002"}', project = 'P002' WHERE id = $1`,
[lineId],
)
await commitEntry(companyId, entryId)
// Posted: ANY update of the dimensions map is blocked by the existing trigger
await expect(
getPool().query(
`UPDATE public.journal_entry_lines SET dimensions = '{"6":"P999"}' WHERE id = $1`,
[lineId],
),
).rejects.toThrow(/Cannot UPDATE lines of a posted journal entry/)
// And the committed map survived intact
const { rows } = await getPool().query(
`SELECT dimensions, cost_center, project FROM public.journal_entry_lines WHERE id = $1`,
[lineId],
)
expect(rows[0].dimensions).toEqual({ '6': 'P002' })
expect(rows[0].project).toBe('P002')
expect(rows[0].cost_center).toBeNull()
})
})