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
parent 8cc2efb083
commit 8bb49c07a2
35 changed files with 3981 additions and 100 deletions
+21
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@@ -0,0 +1,21 @@
import { getTranslations } from 'next-intl/server'
import { PageHeader } from '@/components/ui/page-header'
import DimensionsManager from '@/components/dimensions/DimensionsManager'
/**
* Kostnadsställen & projekt (dimension registry) — a Redovisning-group
* register peer to Kontoplan. Reference/configuration surface: manage the
* dimension values (#OBJEKT) that voucher lines are tagged with. Reachable
* only via the nav row when company_settings.dimensions_enabled is on, but
* the page itself never gates — the toggle is UI visibility, not correctness
* (dimensions plan §2).
*/
export default async function DimensionsPage() {
const t = await getTranslations('nav')
return (
<div className="space-y-8">
<PageHeader title={t('dimensions')} />
<DimensionsManager />
</div>
)
}
+6 -1
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@@ -188,7 +188,7 @@ export default async function DashboardLayout({
] = await Promise.all([
supabase
.from('company_settings')
.select('company_name, onboarding_complete, entity_type, pays_salaries, is_sandbox')
.select('company_name, onboarding_complete, entity_type, pays_salaries, is_sandbox, dimensions_enabled')
.eq('company_id', companyId)
.single(),
// Shared worklist predicates (lib/worklist) — the badge must show the
@@ -226,6 +226,10 @@ export default async function DashboardLayout({
(companyRow.entity_type as EntityType) ||
'enskild_firma'
const paysSalaries = settings?.pays_salaries ?? false
// Dimensions register visibility (Kostnadsställen & projekt nav row). Same
// mechanism as paysSalaries: UI gate only, never load-bearing for
// correctness (dimensions plan §2).
const dimensionsEnabled = settings?.dimensions_enabled ?? false
const companyWithName = {
...companyRow,
name: displayName,
@@ -292,6 +296,7 @@ export default async function DashboardLayout({
companyName={settings?.company_name || 'Min verksamhet'}
entityType={entityType}
paysSalaries={paysSalaries}
dimensionsEnabled={dimensionsEnabled}
uncategorizedTransactionCount={uncategorizedCount}
pendingOperationsCount={pendingOpsCount}
isSandbox={isSandbox}
+78
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@@ -0,0 +1,78 @@
/**
* PATCH /api/dimensions/[id] — update a dimension (name / is_active / sort_order).
*
* Guard rails:
* - Renaming an is_system dimension (1 = Kostnadsställe, 6 = Projekt) is
* rejected with 400 DIMENSION_SYSTEM_RENAME ("Systemdimensioner kan inte
* döpas om"). Archiving (is_active=false) and reordering remain allowed.
* - sie_dim_no / is_system are immutable at the DB level
* (enforce_dimension_registry_guards) and not accepted here at all.
*/
import { NextResponse } from 'next/server'
import { ensureInitialized } from '@/lib/init'
import { validateBody } from '@/lib/api/validate'
import { UpdateDimensionSchema } from '@/lib/api/schemas'
import { withRouteContext } from '@/lib/api/with-route-context'
import { errorResponse, errorResponseFromCode } from '@/lib/errors/get-structured-error'
ensureInitialized()
export const PATCH = withRouteContext(
'dimension.update',
async (request, ctx, { params }: { params: Promise<{ id: string }> }) => {
const { id } = await params
const { supabase, companyId, log, requestId } = ctx
const opLog = log.child({ dimensionId: id })
const result = await validateBody(request, UpdateDimensionSchema, {
log: opLog,
operation: 'dimension.update',
})
if (!result.success) return result.response
const body = result.data
const { data: existing, error: fetchError } = await supabase
.from('dimensions')
.select('id, name, is_system')
.eq('id', id)
.eq('company_id', companyId)
.maybeSingle()
if (fetchError) {
opLog.error('dimension fetch failed', fetchError)
return errorResponse(fetchError, opLog, { requestId })
}
if (!existing) {
return errorResponseFromCode('DIMENSION_NOT_FOUND', opLog, { requestId })
}
if (existing.is_system && body.name !== undefined && body.name !== existing.name) {
return errorResponseFromCode('DIMENSION_SYSTEM_RENAME', opLog, { requestId })
}
// Sparse update — only the fields the caller actually sent.
const updateData: Record<string, unknown> = {}
for (const key of ['name', 'is_active', 'sort_order'] as const) {
if (body[key] !== undefined) updateData[key] = body[key]
}
const { data, error } = await supabase
.from('dimensions')
.update(updateData)
.eq('id', id)
.eq('company_id', companyId)
.select('id, sie_dim_no, name, resets_annually, is_system, is_active, sort_order')
.single()
if (error) {
opLog.error('dimension update failed', error)
return errorResponseFromCode('DIMENSION_UPDATE_FAILED', opLog, {
requestId,
details: { reason: error.message },
})
}
return NextResponse.json({ data })
},
{ requireWrite: true },
)
@@ -0,0 +1,132 @@
/**
* PATCH /api/dimensions/[id]/values/[valueId] — update a dimension value
* (name / is_active / start_date / end_date; `code` is immutable in v1).
* DELETE /api/dimensions/[id]/values/[valueId] — delete an UNREFERENCED value.
*
* Deleting a value referenced by posted/reversed lines is blocked by the DB
* retention trigger (enforce_dimension_value_retention, BFL 7-year
* philosophy). Its Swedish message ("Värdet "X" används på bokförda verifikat
* och kan inte tas bort — arkivera det istället.") is surfaced verbatim as a
* 409 DIMENSION_VALUE_REFERENCED so the register UI can toast it and offer
* archive instead.
*/
import { NextResponse } from 'next/server'
import { ensureInitialized } from '@/lib/init'
import { validateBody } from '@/lib/api/validate'
import { UpdateDimensionValueSchema } from '@/lib/api/schemas'
import { withRouteContext } from '@/lib/api/with-route-context'
import { errorResponse, errorResponseFromCode } from '@/lib/errors/get-structured-error'
ensureInitialized()
type ValueParams = { params: Promise<{ id: string; valueId: string }> }
export const PATCH = withRouteContext(
'dimension.value.update',
async (request, ctx, { params }: ValueParams) => {
const { id, valueId } = await params
const { supabase, companyId, log, requestId } = ctx
const opLog = log.child({ dimensionId: id, valueId })
const result = await validateBody(request, UpdateDimensionValueSchema, {
log: opLog,
operation: 'dimension.value.update',
})
if (!result.success) return result.response
const body = result.data
// Value dates only make sense on accumulating dimensions (projekt-style
// ranges). When the request carries an actual date (explicit null = clear,
// always allowed), check the parent dimension's resets_annually flag.
if (body.start_date != null || body.end_date != null) {
const { data: dimension, error: dimError } = await supabase
.from('dimensions')
.select('id, resets_annually')
.eq('id', id)
.eq('company_id', companyId)
.maybeSingle()
if (dimError) {
opLog.error('dimension fetch failed', dimError)
return errorResponse(dimError, opLog, { requestId })
}
if (!dimension) {
return errorResponseFromCode('DIMENSION_NOT_FOUND', opLog, { requestId })
}
if (dimension.resets_annually) {
return errorResponseFromCode('DIMENSION_VALUE_DATES_NOT_ALLOWED', opLog, { requestId })
}
}
// Sparse update — only the fields the caller actually sent. `code` is
// deliberately absent from the schema: renaming a code would silently
// orphan every line tagged with it.
const updateData: Record<string, unknown> = {}
for (const key of ['name', 'is_active', 'start_date', 'end_date'] as const) {
if (body[key] !== undefined) updateData[key] = body[key]
}
const { data, error } = await supabase
.from('dimension_values')
.update(updateData)
.eq('id', valueId)
.eq('dimension_id', id)
.eq('company_id', companyId)
.select('id, dimension_id, code, name, is_active, start_date, end_date')
.single()
if (error) {
if (error.code === 'PGRST116') {
return errorResponseFromCode('DIMENSION_VALUE_NOT_FOUND', opLog, { requestId })
}
opLog.error('dimension value update failed', error)
return errorResponseFromCode('DIMENSION_VALUE_UPDATE_FAILED', opLog, {
requestId,
details: { reason: error.message },
})
}
return NextResponse.json({ data })
},
{ requireWrite: true },
)
export const DELETE = withRouteContext(
'dimension.value.delete',
async (_request, ctx, { params }: ValueParams) => {
const { id, valueId } = await params
const { supabase, companyId, log, requestId } = ctx
const opLog = log.child({ dimensionId: id, valueId })
const { data, error } = await supabase
.from('dimension_values')
.delete()
.eq('id', valueId)
.eq('dimension_id', id)
.eq('company_id', companyId)
.select('id')
if (error) {
// P0001 = plpgsql RAISE EXCEPTION — the retention trigger refusing the
// delete. Surface its Swedish message verbatim (it names the code).
if (error.code === 'P0001') {
return errorResponseFromCode('DIMENSION_VALUE_REFERENCED', opLog, {
requestId,
messageSv: error.message,
})
}
opLog.error('dimension value delete failed', error)
return errorResponseFromCode('DIMENSION_VALUE_DELETE_FAILED', opLog, {
requestId,
details: { reason: error.message },
})
}
if (!data || data.length === 0) {
return errorResponseFromCode('DIMENSION_VALUE_NOT_FOUND', opLog, { requestId })
}
return NextResponse.json({ success: true })
},
{ requireWrite: true },
)
+91
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/**
* POST /api/dimensions/[id]/values — create a dimension value (SIE #OBJEKT).
*
* Codes are validated against the strict Fortnox format
* (^[A-Za-z0-9ÅÄÖåäö_+\-]{1,20}$) for user-created values — the DB CHECK is
* looser by design so legacy free-text codes survive the backfill/SIE import,
* but new registry codes minted here stay portable. Duplicate codes within the
* dimension return 409 DIMENSION_VALUE_DUPLICATE_CODE with a Swedish message.
* `code` is immutable after creation (v1: no rename — retag instead).
*/
import { NextResponse } from 'next/server'
import { ensureInitialized } from '@/lib/init'
import { validateBody } from '@/lib/api/validate'
import { CreateDimensionValueSchema } from '@/lib/api/schemas'
import { withRouteContext } from '@/lib/api/with-route-context'
import { errorResponse, errorResponseFromCode } from '@/lib/errors/get-structured-error'
ensureInitialized()
export const POST = withRouteContext(
'dimension.value.create',
async (request, ctx, { params }: { params: Promise<{ id: string }> }) => {
const { id } = await params
const { supabase, companyId, log, requestId } = ctx
const opLog = log.child({ dimensionId: id })
const result = await validateBody(request, CreateDimensionValueSchema, {
log: opLog,
operation: 'dimension.value.create',
})
if (!result.success) return result.response
const body = result.data
// The dimension must exist and belong to the active company (defense in
// depth alongside the composite FK — a foreign dimension id 404s here).
const { data: dimension, error: dimError } = await supabase
.from('dimensions')
.select('id, resets_annually')
.eq('id', id)
.eq('company_id', companyId)
.maybeSingle()
if (dimError) {
opLog.error('dimension fetch failed', dimError)
return errorResponse(dimError, opLog, { requestId })
}
if (!dimension) {
return errorResponseFromCode('DIMENSION_NOT_FOUND', opLog, { requestId })
}
// Value dates only make sense on accumulating dimensions (projekt-style
// ranges). A resets-annually dimension (e.g. kostnadsställe) rejects any
// request carrying an actual date (explicit null is a harmless no-op).
if (dimension.resets_annually && (body.start_date != null || body.end_date != null)) {
return errorResponseFromCode('DIMENSION_VALUE_DATES_NOT_ALLOWED', opLog, { requestId })
}
const { data, error } = await supabase
.from('dimension_values')
.insert({
company_id: companyId,
dimension_id: id,
code: body.code,
name: body.name,
// Default true; is_active=false makes "create as archived" atomic
// (no follow-up PATCH from the register UI).
is_active: body.is_active ?? true,
start_date: body.start_date ?? null,
end_date: body.end_date ?? null,
})
.select('id, dimension_id, code, name, is_active, start_date, end_date')
.single()
if (error) {
if (error.code === '23505') {
return errorResponseFromCode('DIMENSION_VALUE_DUPLICATE_CODE', opLog, {
requestId,
details: { code: body.code },
})
}
opLog.error('dimension value insert failed', error)
return errorResponseFromCode('DIMENSION_VALUE_CREATE_FAILED', opLog, {
requestId,
details: { reason: error.message },
})
}
return NextResponse.json({ data })
},
{ requireWrite: true },
)
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@@ -0,0 +1,139 @@
/**
* Tests for PATCH /api/dimensions/[id] (update dimension).
*
* Covers: 401, empty-body validation (400), 404, the is_system name-lock
* ("Systemdimensioner kan inte döpas om" — 400 DIMENSION_SYSTEM_RENAME),
* archiving a system dimension (allowed), and the happy rename of a custom
* dimension.
*/
import { describe, it, expect, vi, beforeEach } from 'vitest'
import { NextResponse } from 'next/server'
import {
createQueuedMockSupabase,
createMockRequest,
createMockRouteParams,
parseJsonResponse,
} from '@/tests/helpers'
const { supabase, enqueue, reset } = createQueuedMockSupabase()
const requireAuthMock = vi.fn()
vi.mock('@/lib/auth/require-auth', () => ({
requireAuth: (...args: unknown[]) => requireAuthMock(...args),
}))
vi.mock('@/lib/company/context', () => ({
getActiveCompanyId: vi.fn().mockResolvedValue('company-1'),
requireCompanyId: vi.fn().mockResolvedValue('company-1'),
}))
const requireWriteMock = vi.fn()
vi.mock('@/lib/auth/require-write', () => ({
requireWritePermission: (...args: unknown[]) => requireWriteMock(...args),
}))
vi.mock('@/lib/init', () => ({ ensureInitialized: vi.fn() }))
import { PATCH } from '../[id]/route'
const params = () => createMockRouteParams({ id: 'dim-1' })
describe('PATCH /api/dimensions/[id]', () => {
beforeEach(() => {
vi.clearAllMocks()
reset()
requireAuthMock.mockResolvedValue({ user: { id: 'user-1' }, supabase })
requireWriteMock.mockResolvedValue({ ok: true })
})
it('returns 401 when not authenticated', async () => {
requireAuthMock.mockResolvedValue({
error: NextResponse.json({ error: 'Unauthorized' }, { status: 401 }),
})
const request = createMockRequest('/api/dimensions/dim-1', {
method: 'PATCH',
body: { name: 'Avdelning' },
})
const response = await PATCH(request, params())
expect(response.status).toBe(401)
})
it('rejects an empty body with 400', async () => {
const request = createMockRequest('/api/dimensions/dim-1', { method: 'PATCH', body: {} })
const response = await PATCH(request, params())
expect(response.status).toBe(400)
})
it('returns 404 when the dimension does not belong to the company', async () => {
enqueue({ data: null }) // maybeSingle fetch
const request = createMockRequest('/api/dimensions/dim-1', {
method: 'PATCH',
body: { name: 'Avdelning' },
})
const response = await PATCH(request, params())
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(404)
expect(body.error.code).toBe('DIMENSION_NOT_FOUND')
})
it('rejects renaming a system dimension with 400 DIMENSION_SYSTEM_RENAME', async () => {
enqueue({ data: { id: 'dim-1', name: 'Kostnadsställe', is_system: true } })
const request = createMockRequest('/api/dimensions/dim-1', {
method: 'PATCH',
body: { name: 'Avdelning' },
})
const response = await PATCH(request, params())
const { status, body } = await parseJsonResponse<{ error: { code: string; message: string } }>(response)
expect(status).toBe(400)
expect(body.error.code).toBe('DIMENSION_SYSTEM_RENAME')
expect(body.error.message).toBe('Systemdimensioner kan inte döpas om.')
})
it('allows archiving a system dimension (is_active only, no rename)', async () => {
enqueue({ data: { id: 'dim-1', name: 'Kostnadsställe', is_system: true } })
enqueue({
data: {
id: 'dim-1', sie_dim_no: 1, name: 'Kostnadsställe',
resets_annually: true, is_system: true, is_active: false, sort_order: 10,
},
})
const request = createMockRequest('/api/dimensions/dim-1', {
method: 'PATCH',
body: { is_active: false },
})
const response = await PATCH(request, params())
const { status, body } = await parseJsonResponse<{ data: { is_active: boolean } }>(response)
expect(status).toBe(200)
expect(body.data.is_active).toBe(false)
})
it('renames a non-system dimension (happy path)', async () => {
enqueue({ data: { id: 'dim-1', name: 'Dimension 7', is_system: false } })
enqueue({
data: {
id: 'dim-1', sie_dim_no: 7, name: 'Avdelning',
resets_annually: true, is_system: false, is_active: true, sort_order: 30,
},
})
const request = createMockRequest('/api/dimensions/dim-1', {
method: 'PATCH',
body: { name: 'Avdelning', sort_order: 30 },
})
const response = await PATCH(request, params())
const { status, body } = await parseJsonResponse<{ data: { name: string; sort_order: number } }>(response)
expect(status).toBe(200)
expect(body.data.name).toBe('Avdelning')
expect(body.data.sort_order).toBe(30)
})
})
@@ -0,0 +1,172 @@
/**
* Tests for POST /api/dimensions/import-existing (backfill scan).
*
* Covers: 401, the empty-company early exit, the happy path where codes
* found on journal lines but missing from the registry are created as
* inactive placeholder values ({ created: n }), code sanitization (PR1
* backfill parity), and duplicate-tolerant upserts.
*/
import { describe, it, expect, vi, beforeEach } from 'vitest'
import { NextResponse } from 'next/server'
import { createQueuedMockSupabase, createMockRequest, parseJsonResponse } from '@/tests/helpers'
const { supabase, enqueue, reset } = createQueuedMockSupabase()
const requireAuthMock = vi.fn()
vi.mock('@/lib/auth/require-auth', () => ({
requireAuth: (...args: unknown[]) => requireAuthMock(...args),
}))
vi.mock('@/lib/company/context', () => ({
getActiveCompanyId: vi.fn().mockResolvedValue('company-1'),
requireCompanyId: vi.fn().mockResolvedValue('company-1'),
}))
vi.mock('@/lib/auth/require-write', () => ({
requireWritePermission: vi.fn().mockResolvedValue({ ok: true }),
}))
vi.mock('@/lib/init', () => ({ ensureInitialized: vi.fn() }))
import { POST } from '../import-existing/route'
const request = () => createMockRequest('/api/dimensions/import-existing', { method: 'POST' })
const noParams = { params: Promise.resolve({}) }
describe('POST /api/dimensions/import-existing', () => {
beforeEach(() => {
vi.clearAllMocks()
reset()
requireAuthMock.mockResolvedValue({ user: { id: 'user-1' }, supabase })
})
it('returns 401 when not authenticated', async () => {
requireAuthMock.mockResolvedValue({
error: NextResponse.json({ error: 'Unauthorized' }, { status: 401 }),
})
const response = await POST(request(), noParams)
expect(response.status).toBe(401)
})
it('returns { created: 0 } when no line carries dimensions', async () => {
enqueue({ data: null }) // ensure RPC
enqueue({ data: [] }) // journal_entry_lines scan
const response = await POST(request(), noParams)
const { status, body } = await parseJsonResponse<{ created: number }>(response)
expect(status).toBe(200)
expect(body.created).toBe(0)
})
it('creates inactive placeholder values for codes missing from the registry', async () => {
enqueue({ data: null }) // ensure RPC
// Lines: KS01 (dim 1) appears twice, P001 (dim 6) once, BUTIK already registered.
enqueue({
data: [
{ id: 'l1', dimensions: { '1': 'KS01' } },
{ id: 'l2', dimensions: { '1': 'KS01', '6': 'P001' } },
{ id: 'l3', dimensions: { '1': 'BUTIK' } },
],
})
// Registry dims 1 & 6 exist (system dims).
enqueue({
data: [
{ id: 'dim-1', sie_dim_no: 1 },
{ id: 'dim-6', sie_dim_no: 6 },
],
})
// Existing values: BUTIK is already registered under dim 1.
enqueue({ data: [{ dimension_id: 'dim-1', code: 'BUTIK' }] })
// Upsert of the two missing values succeeds — created counts returned rows.
enqueue({ data: [{ id: 'nv1' }, { id: 'nv2' }] })
const response = await POST(request(), noParams)
const { status, body } = await parseJsonResponse<{ created: number }>(response)
expect(status).toBe(200)
expect(body.created).toBe(2) // KS01 + P001; BUTIK skipped (already registered)
})
it('sanitizes candidate codes like the PR1 backfill and de-duplicates after sanitization', async () => {
enqueue({ data: null }) // ensure RPC
// 'KS"01"' and 'KS{01}' both sanitize to KS01 (one candidate); a 50-char
// code is capped at 40; '"{}"' sanitizes to empty and is dropped entirely.
enqueue({
data: [
{ id: 'l1', dimensions: { '1': 'KS"01"' } },
{ id: 'l2', dimensions: { '1': 'KS{01}' } },
{ id: 'l3', dimensions: { '1': 'X'.repeat(50) } },
{ id: 'l4', dimensions: { '1': '"{}"' } },
],
})
enqueue({ data: [{ id: 'dim-1', sie_dim_no: 1 }] }) // registry dims
enqueue({ data: [] }) // no existing values
// Upsert returns the two surviving sanitized codes (KS01 + the capped one).
enqueue({ data: [{ id: 'nv1' }, { id: 'nv2' }] })
const response = await POST(request(), noParams)
const { status, body } = await parseJsonResponse<{ created: number }>(response)
expect(status).toBe(200)
expect(body.created).toBe(2)
})
it('tolerates duplicates in the batch — created counts only the rows the upsert returned', async () => {
enqueue({ data: null }) // ensure RPC
enqueue({
data: [
{ id: 'l1', dimensions: { '1': 'KS01' } },
{ id: 'l2', dimensions: { '1': 'KS02' } },
],
})
enqueue({ data: [{ id: 'dim-1', sie_dim_no: 1 }] }) // registry dims
enqueue({ data: [] }) // existing-values snapshot missed a raced KS02
// ignoreDuplicates upsert skips the conflicting row instead of aborting
// the batch — only KS01 comes back.
enqueue({ data: [{ id: 'nv1' }] })
const response = await POST(request(), noParams)
const { status, body } = await parseJsonResponse<{ created: number }>(response)
expect(status).toBe(200)
expect(body.created).toBe(1)
})
it('creates a registry dimension for an unregistered dim number found on lines', async () => {
enqueue({ data: null }) // ensure RPC
enqueue({ data: [{ id: 'l1', dimensions: { '7': 'AVD-A' } }] }) // lines
// Registry only has the system dims — dim 7 is missing.
enqueue({
data: [
{ id: 'dim-1', sie_dim_no: 1 },
{ id: 'dim-6', sie_dim_no: 6 },
],
})
// Upsert of the missing dimension row returns its id.
enqueue({ data: [{ id: 'dim-7', sie_dim_no: 7 }] })
// No existing values.
enqueue({ data: [] })
// Value upsert succeeds.
enqueue({ data: [{ id: 'nv1' }] })
const response = await POST(request(), noParams)
const { status, body } = await parseJsonResponse<{ created: number }>(response)
expect(status).toBe(200)
expect(body.created).toBe(1)
})
it('returns 500 DIMENSION_IMPORT_FAILED when the scan blows up', async () => {
enqueue({ data: null }) // ensure RPC
enqueue({ error: { message: 'relation missing' } }) // fetchAllRows throws
const response = await POST(request(), noParams)
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(500)
expect(body.error.code).toBe('DIMENSION_IMPORT_FAILED')
})
})
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/**
* Tests for GET /api/dimensions (dimension registry list).
*
* Exercises the route through the real withRouteContext wrapper, mocking only
* its auth/company dependencies and injecting a queued Supabase mock via
* requireAuth. Covers: 401, the ensure-RPC failure path, and the contract
* shape ({ dimensions: [...] } with values nested per dimension).
*/
import { describe, it, expect, vi, beforeEach } from 'vitest'
import { NextResponse } from 'next/server'
import { createQueuedMockSupabase, createMockRequest, parseJsonResponse } from '@/tests/helpers'
const { supabase, enqueue, reset } = createQueuedMockSupabase()
const requireAuthMock = vi.fn()
vi.mock('@/lib/auth/require-auth', () => ({
requireAuth: (...args: unknown[]) => requireAuthMock(...args),
}))
vi.mock('@/lib/company/context', () => ({
getActiveCompanyId: vi.fn().mockResolvedValue('company-1'),
requireCompanyId: vi.fn().mockResolvedValue('company-1'),
}))
vi.mock('@/lib/auth/require-write', () => ({
requireWritePermission: vi.fn().mockResolvedValue({ ok: true }),
}))
vi.mock('@/lib/init', () => ({ ensureInitialized: vi.fn() }))
import { GET } from '../route'
interface DimensionsBody {
dimensions: Array<{
id: string
sie_dim_no: number
name: string
resets_annually: boolean
is_system: boolean
is_active: boolean
sort_order: number
values: Array<{
id: string
code: string
name: string
is_active: boolean
start_date: string | null
end_date: string | null
}>
}>
}
describe('GET /api/dimensions', () => {
beforeEach(() => {
vi.clearAllMocks()
reset()
requireAuthMock.mockResolvedValue({ user: { id: 'user-1' }, supabase })
})
it('returns 401 when not authenticated', async () => {
requireAuthMock.mockResolvedValue({
error: NextResponse.json({ error: 'Unauthorized' }, { status: 401 }),
})
const response = await GET(createMockRequest('/api/dimensions'), { params: Promise.resolve({}) })
expect(response.status).toBe(401)
})
it('ensures system dims exist, then returns dimensions with nested values', async () => {
// 1st DB hit: ensure_company_dimensions RPC.
enqueue({ data: null })
// 2nd: dimensions list (sorted by sort_order server-side).
enqueue({
data: [
{ id: 'dim-1', sie_dim_no: 1, name: 'Kostnadsställe', resets_annually: true, is_system: true, is_active: true, sort_order: 10 },
{ id: 'dim-6', sie_dim_no: 6, name: 'Projekt', resets_annually: false, is_system: true, is_active: true, sort_order: 20 },
],
})
// 3rd: dimension_values list (sorted by code server-side).
enqueue({
data: [
{ id: 'v1', dimension_id: 'dim-1', code: 'BUTIK', name: 'Butiken', is_active: true, start_date: null, end_date: null },
{ id: 'v2', dimension_id: 'dim-6', code: 'P001', name: 'Projekt Björk', is_active: false, start_date: '2026-01-01', end_date: '2026-06-30' },
],
})
const response = await GET(createMockRequest('/api/dimensions'), { params: Promise.resolve({}) })
const { status, body } = await parseJsonResponse<DimensionsBody>(response)
expect(status).toBe(200)
expect(supabase.rpc).toHaveBeenCalledWith('ensure_company_dimensions', {
p_company_id: 'company-1',
})
expect(body.dimensions).toHaveLength(2)
expect(body.dimensions[0]).toMatchObject({
id: 'dim-1',
sie_dim_no: 1,
name: 'Kostnadsställe',
resets_annually: true,
is_system: true,
values: [
{ id: 'v1', code: 'BUTIK', name: 'Butiken', is_active: true, start_date: null, end_date: null },
],
})
expect(body.dimensions[1].values).toEqual([
{ id: 'v2', code: 'P001', name: 'Projekt Björk', is_active: false, start_date: '2026-01-01', end_date: '2026-06-30' },
])
})
it('returns a dimension with an empty values array when it has no values', async () => {
enqueue({ data: null }) // ensure RPC
enqueue({
data: [
{ id: 'dim-1', sie_dim_no: 1, name: 'Kostnadsställe', resets_annually: true, is_system: true, is_active: true, sort_order: 10 },
],
})
enqueue({ data: [] })
const response = await GET(createMockRequest('/api/dimensions'), { params: Promise.resolve({}) })
const { status, body } = await parseJsonResponse<DimensionsBody>(response)
expect(status).toBe(200)
expect(body.dimensions[0].values).toEqual([])
})
it('returns 500 when the ensure RPC fails', async () => {
enqueue({ error: { code: 'XX000', message: 'boom' } })
const response = await GET(createMockRequest('/api/dimensions'), { params: Promise.resolve({}) })
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(500)
expect(body.error.code).toBeTruthy()
})
})
@@ -0,0 +1,195 @@
/**
* Tests for PATCH/DELETE /api/dimensions/[id]/values/[valueId].
*
* The DELETE suite pins the retention-trigger contract: a P0001 raise from
* enforce_dimension_value_retention surfaces as 409 DIMENSION_VALUE_REFERENCED
* with the trigger's own Swedish message ("…arkivera det istället") so the UI
* can toast it verbatim.
*/
import { describe, it, expect, vi, beforeEach } from 'vitest'
import { NextResponse } from 'next/server'
import {
createQueuedMockSupabase,
createMockRequest,
createMockRouteParams,
parseJsonResponse,
} from '@/tests/helpers'
const { supabase, enqueue, reset } = createQueuedMockSupabase()
const requireAuthMock = vi.fn()
vi.mock('@/lib/auth/require-auth', () => ({
requireAuth: (...args: unknown[]) => requireAuthMock(...args),
}))
vi.mock('@/lib/company/context', () => ({
getActiveCompanyId: vi.fn().mockResolvedValue('company-1'),
requireCompanyId: vi.fn().mockResolvedValue('company-1'),
}))
vi.mock('@/lib/auth/require-write', () => ({
requireWritePermission: vi.fn().mockResolvedValue({ ok: true }),
}))
vi.mock('@/lib/init', () => ({ ensureInitialized: vi.fn() }))
import { PATCH, DELETE } from '../[id]/values/[valueId]/route'
const params = () => createMockRouteParams({ id: 'dim-1', valueId: 'v1' })
const URL_PATH = '/api/dimensions/dim-1/values/v1'
describe('PATCH /api/dimensions/[id]/values/[valueId]', () => {
beforeEach(() => {
vi.clearAllMocks()
reset()
requireAuthMock.mockResolvedValue({ user: { id: 'user-1' }, supabase })
})
it('returns 401 when not authenticated', async () => {
requireAuthMock.mockResolvedValue({
error: NextResponse.json({ error: 'Unauthorized' }, { status: 401 }),
})
const request = createMockRequest(URL_PATH, { method: 'PATCH', body: { name: 'Nytt namn' } })
const response = await PATCH(request, params())
expect(response.status).toBe(401)
})
it('rejects an empty body with 400', async () => {
const request = createMockRequest(URL_PATH, { method: 'PATCH', body: {} })
const response = await PATCH(request, params())
expect(response.status).toBe(400)
})
it('returns 404 when the value does not exist in the company', async () => {
enqueue({ error: { code: 'PGRST116', message: 'No rows found' } })
const request = createMockRequest(URL_PATH, { method: 'PATCH', body: { name: 'Nytt namn' } })
const response = await PATCH(request, params())
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(404)
expect(body.error.code).toBe('DIMENSION_VALUE_NOT_FOUND')
})
it('archives a value via is_active=false (happy path)', async () => {
// The request carries end_date, so the route first checks the parent
// dimension's resets_annually flag (accumulating → dates allowed).
enqueue({ data: { id: 'dim-1', resets_annually: false } })
enqueue({
data: {
id: 'v1', dimension_id: 'dim-1', code: 'BUTIK', name: 'Butiken',
is_active: false, start_date: null, end_date: '2026-06-30',
},
})
const request = createMockRequest(URL_PATH, {
method: 'PATCH',
body: { is_active: false, end_date: '2026-06-30' },
})
const response = await PATCH(request, params())
const { status, body } = await parseJsonResponse<{ data: { is_active: boolean; code: string } }>(response)
expect(status).toBe(200)
expect(body.data.is_active).toBe(false)
// Code untouched — immutable in v1.
expect(body.data.code).toBe('BUTIK')
})
it('rejects start/end dates on a resets-annually dimension with 400', async () => {
enqueue({ data: { id: 'dim-1', resets_annually: true } })
const request = createMockRequest(URL_PATH, {
method: 'PATCH',
body: { start_date: '2026-01-01' },
})
const response = await PATCH(request, params())
const { status, body } = await parseJsonResponse<{ error: { code: string; message: string } }>(response)
expect(status).toBe(400)
expect(body.error.code).toBe('DIMENSION_VALUE_DATES_NOT_ALLOWED')
expect(body.error.message).toBe(
'Datum kan bara sättas på ackumulerande dimensioner (t.ex. projekt).',
)
})
it('allows clearing dates (explicit null) without checking the dimension', async () => {
// start_date: null clears the field — a harmless no-op on any dimension,
// so the route must not spend a dimension fetch on it. The single queued
// result feeds the update itself.
enqueue({
data: {
id: 'v1', dimension_id: 'dim-1', code: 'BUTIK', name: 'Butiken',
is_active: true, start_date: null, end_date: null,
},
})
const request = createMockRequest(URL_PATH, {
method: 'PATCH',
body: { start_date: null, end_date: null },
})
const response = await PATCH(request, params())
const { status } = await parseJsonResponse(response)
expect(status).toBe(200)
})
})
describe('DELETE /api/dimensions/[id]/values/[valueId]', () => {
beforeEach(() => {
vi.clearAllMocks()
reset()
requireAuthMock.mockResolvedValue({ user: { id: 'user-1' }, supabase })
})
it('returns 401 when not authenticated', async () => {
requireAuthMock.mockResolvedValue({
error: NextResponse.json({ error: 'Unauthorized' }, { status: 401 }),
})
const request = createMockRequest(URL_PATH, { method: 'DELETE' })
const response = await DELETE(request, params())
expect(response.status).toBe(401)
})
it('surfaces the retention trigger as 409 with the trigger\'s Swedish message', async () => {
const triggerMessage =
'Värdet "BUTIK" används på bokförda verifikat och kan inte tas bort — arkivera det istället.'
enqueue({ error: { code: 'P0001', message: triggerMessage } })
const request = createMockRequest(URL_PATH, { method: 'DELETE' })
const response = await DELETE(request, params())
const { status, body } = await parseJsonResponse<{ error: { code: string; message: string } }>(response)
expect(status).toBe(409)
expect(body.error.code).toBe('DIMENSION_VALUE_REFERENCED')
// The trigger's message (naming the code) is surfaced verbatim for the toast.
expect(body.error.message).toBe(triggerMessage)
expect(body.error.message).toContain('arkivera det istället')
})
it('returns 404 when nothing was deleted', async () => {
enqueue({ data: [] })
const request = createMockRequest(URL_PATH, { method: 'DELETE' })
const response = await DELETE(request, params())
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(404)
expect(body.error.code).toBe('DIMENSION_VALUE_NOT_FOUND')
})
it('deletes an unreferenced value (happy path)', async () => {
enqueue({ data: [{ id: 'v1' }] })
const request = createMockRequest(URL_PATH, { method: 'DELETE' })
const response = await DELETE(request, params())
const { status, body } = await parseJsonResponse<{ success: boolean }>(response)
expect(status).toBe(200)
expect(body.success).toBe(true)
})
})
+175
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/**
* Tests for POST /api/dimensions/[id]/values (create dimension value).
*
* Covers: 401, the strict Fortnox code format (400), 404 on a foreign
* dimension, the duplicate-code conflict (409 with Swedish message), the
* dates-on-resets-annually rejection (400), atomic create-as-archived
* (is_active=false), and the happy path.
*/
import { describe, it, expect, vi, beforeEach } from 'vitest'
import { NextResponse } from 'next/server'
import {
createQueuedMockSupabase,
createMockRequest,
createMockRouteParams,
parseJsonResponse,
} from '@/tests/helpers'
const { supabase, enqueue, reset } = createQueuedMockSupabase()
const requireAuthMock = vi.fn()
vi.mock('@/lib/auth/require-auth', () => ({
requireAuth: (...args: unknown[]) => requireAuthMock(...args),
}))
vi.mock('@/lib/company/context', () => ({
getActiveCompanyId: vi.fn().mockResolvedValue('company-1'),
requireCompanyId: vi.fn().mockResolvedValue('company-1'),
}))
vi.mock('@/lib/auth/require-write', () => ({
requireWritePermission: vi.fn().mockResolvedValue({ ok: true }),
}))
vi.mock('@/lib/init', () => ({ ensureInitialized: vi.fn() }))
import { POST } from '../[id]/values/route'
const params = () => createMockRouteParams({ id: 'dim-1' })
describe('POST /api/dimensions/[id]/values', () => {
beforeEach(() => {
vi.clearAllMocks()
reset()
requireAuthMock.mockResolvedValue({ user: { id: 'user-1' }, supabase })
})
it('returns 401 when not authenticated', async () => {
requireAuthMock.mockResolvedValue({
error: NextResponse.json({ error: 'Unauthorized' }, { status: 401 }),
})
const request = createMockRequest('/api/dimensions/dim-1/values', {
method: 'POST',
body: { code: 'P001', name: 'Projekt Björk' },
})
const response = await POST(request, params())
expect(response.status).toBe(401)
})
it.each([
['space in code', 'P 001'],
['too long (>20 chars)', 'A'.repeat(21)],
['SIE-breaking char', 'P{1}'],
])('rejects an invalid code (%s) with 400', async (_label, code) => {
const request = createMockRequest('/api/dimensions/dim-1/values', {
method: 'POST',
body: { code, name: 'Projekt' },
})
const response = await POST(request, params())
expect(response.status).toBe(400)
})
it('rejects end_date before start_date with 400', async () => {
const request = createMockRequest('/api/dimensions/dim-1/values', {
method: 'POST',
body: { code: 'P001', name: 'Projekt', start_date: '2026-06-01', end_date: '2026-01-01' },
})
const response = await POST(request, params())
expect(response.status).toBe(400)
})
it('returns 404 when the dimension does not belong to the company', async () => {
enqueue({ data: null }) // dimension maybeSingle
const request = createMockRequest('/api/dimensions/dim-1/values', {
method: 'POST',
body: { code: 'P001', name: 'Projekt Björk' },
})
const response = await POST(request, params())
const { status, body } = await parseJsonResponse<{ error: { code: string } }>(response)
expect(status).toBe(404)
expect(body.error.code).toBe('DIMENSION_NOT_FOUND')
})
it('rejects start/end dates on a resets-annually dimension with 400', async () => {
// Kostnadsställe-style dims reset annually — value date ranges are only
// meaningful on accumulating dims (projekt).
enqueue({ data: { id: 'dim-1', resets_annually: true } })
const request = createMockRequest('/api/dimensions/dim-1/values', {
method: 'POST',
body: { code: 'KS01', name: 'Kontoret', start_date: '2026-01-01' },
})
const response = await POST(request, params())
const { status, body } = await parseJsonResponse<{ error: { code: string; message: string } }>(response)
expect(status).toBe(400)
expect(body.error.code).toBe('DIMENSION_VALUE_DATES_NOT_ALLOWED')
expect(body.error.message).toBe(
'Datum kan bara sättas på ackumulerande dimensioner (t.ex. projekt).',
)
})
it('creates a value as archived when is_active=false (atomic, no follow-up PATCH)', async () => {
enqueue({ data: { id: 'dim-1', resets_annually: false } })
enqueue({
data: {
id: 'v2', dimension_id: 'dim-1', code: 'NEDLAGD', name: 'Nedlagd avdelning',
is_active: false, start_date: null, end_date: null,
},
})
const request = createMockRequest('/api/dimensions/dim-1/values', {
method: 'POST',
body: { code: 'NEDLAGD', name: 'Nedlagd avdelning', is_active: false },
})
const response = await POST(request, params())
const { status, body } = await parseJsonResponse<{ data: { id: string; is_active: boolean } }>(response)
expect(status).toBe(200)
expect(body.data.id).toBe('v2')
expect(body.data.is_active).toBe(false)
})
it('returns 409 with a Swedish message on a duplicate code', async () => {
enqueue({ data: { id: 'dim-1' } })
enqueue({ error: { code: '23505', message: 'duplicate key value' } })
const request = createMockRequest('/api/dimensions/dim-1/values', {
method: 'POST',
body: { code: 'P001', name: 'Projekt Björk' },
})
const response = await POST(request, params())
const { status, body } = await parseJsonResponse<{ error: { code: string; message: string } }>(response)
expect(status).toBe(409)
expect(body.error.code).toBe('DIMENSION_VALUE_DUPLICATE_CODE')
expect(body.error.message).toBe('Ett värde med samma kod finns redan i dimensionen.')
})
it('creates a value (happy path, Swedish chars allowed in code)', async () => {
enqueue({ data: { id: 'dim-1' } })
enqueue({
data: {
id: 'v1', dimension_id: 'dim-1', code: 'GÖTEBORG', name: 'Göteborgskontoret',
is_active: true, start_date: null, end_date: null,
},
})
const request = createMockRequest('/api/dimensions/dim-1/values', {
method: 'POST',
body: { code: 'GÖTEBORG', name: 'Göteborgskontoret' },
})
const response = await POST(request, params())
const { status, body } = await parseJsonResponse<{ data: { id: string; code: string } }>(response)
expect(status).toBe(200)
expect(body.data.id).toBe('v1')
expect(body.data.code).toBe('GÖTEBORG')
})
})
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+103
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/**
* GET /api/dimensions — the dimension registry (kostnadsställe/projekt + custom
* dims) with nested values, for the register page and pickers.
*
* Calls ensure_company_dimensions first so the system dims (1 = Kostnadsställe,
* 6 = Projekt) always exist — lazy seeding keeps core zero-config for companies
* that never touch dimensions (dev_docs/dimensions_implementation_plan.md §6).
*
* Response contract (PR2 — the register UI builds against this exactly):
* 200 { dimensions: [{ id, sie_dim_no, name, resets_annually, is_system,
* is_active, sort_order, values: [{ id, code, name, is_active,
* start_date, end_date }] }] }
* Dimensions sorted by sort_order, values by code.
*/
import { NextResponse } from 'next/server'
import { ensureInitialized } from '@/lib/init'
import { withRouteContext } from '@/lib/api/with-route-context'
import { errorResponse } from '@/lib/errors/get-structured-error'
ensureInitialized()
interface DimensionValueRow {
id: string
dimension_id: string
code: string
name: string
is_active: boolean
start_date: string | null
end_date: string | null
}
interface DimensionRow {
id: string
sie_dim_no: number
name: string
resets_annually: boolean
is_system: boolean
is_active: boolean
sort_order: number
}
export const GET = withRouteContext(
'dimension.list',
async (_request, ctx) => {
// dimensions_enabled is deliberately NOT enforced here — it is a
// UI-visibility flag only (dev_docs/dimensions_implementation_plan.md §2).
// Agents/MCP and SIE import must operate on the registry regardless of the
// toggle; the security boundary is company scoping (withRouteContext + RLS).
const { supabase, companyId, log, requestId } = ctx
const { error: ensureError } = await supabase.rpc('ensure_company_dimensions', {
p_company_id: companyId,
})
if (ensureError) {
log.error('ensure_company_dimensions failed', ensureError)
return errorResponse(ensureError, log, { requestId })
}
const { data: dims, error: dimsError } = await supabase
.from('dimensions')
.select('id, sie_dim_no, name, resets_annually, is_system, is_active, sort_order')
.eq('company_id', companyId)
.order('sort_order', { ascending: true })
.order('sie_dim_no', { ascending: true })
if (dimsError) {
log.error('dimension list failed', dimsError)
return errorResponse(dimsError, log, { requestId })
}
const { data: values, error: valuesError } = await supabase
.from('dimension_values')
.select('id, dimension_id, code, name, is_active, start_date, end_date')
.eq('company_id', companyId)
.order('code', { ascending: true })
if (valuesError) {
log.error('dimension value list failed', valuesError)
return errorResponse(valuesError, log, { requestId })
}
const valuesByDimension = new Map<string, Omit<DimensionValueRow, 'dimension_id'>[]>()
for (const v of (values ?? []) as DimensionValueRow[]) {
const bucket = valuesByDimension.get(v.dimension_id) ?? []
bucket.push({
id: v.id,
code: v.code,
name: v.name,
is_active: v.is_active,
start_date: v.start_date,
end_date: v.end_date,
})
valuesByDimension.set(v.dimension_id, bucket)
}
const dimensions = ((dims ?? []) as DimensionRow[]).map((d) => ({
...d,
values: valuesByDimension.get(d.id) ?? [],
}))
return NextResponse.json({ dimensions })
},
)
+52 -1
View File
@@ -7,6 +7,7 @@ import { createLogger } from '@/lib/logger'
import { checkRateLimit } from '@/lib/auth/rate-limit-http'
import { truncateIp } from '@/lib/api/v1/with-api-v1'
import { ensureSandboxAgentProfile } from '@/lib/sandbox/ensure-agent'
import { lineDimensionColumns } from '@/lib/bookkeeping/dimension-resolver'
// Anonymous sign-in is enabled in all environments so visitors can try the
// product; a per-/24 cap on the seed endpoint keeps a single network from
@@ -146,6 +147,8 @@ export async function POST(request: Request) {
onboarding_step: 6,
onboarding_complete: true,
is_sandbox: true,
// Dimensions demo — the register/pickers render out of the box.
dimensions_enabled: true,
})
if (settingsError) throw settingsError
@@ -157,6 +160,39 @@ export async function POST(request: Request) {
})
if (coaError) throw coaError
// 3b. Seed demo dimensions (kostnadsställe/projekt). ensure_company_dimensions
// lazily creates the system dims 1/6; two values per dim give the register,
// pickers, and the dimension-tagged journal lines below something to show.
const { error: dimsRpcError } = await supabase.rpc('ensure_company_dimensions', {
p_company_id: companyId,
})
if (dimsRpcError) throw dimsRpcError
const { data: demoDims, error: demoDimsError } = await supabase
.from('dimensions')
.select('id, sie_dim_no')
.eq('company_id', companyId)
.in('sie_dim_no', [1, 6])
if (demoDimsError) throw demoDimsError
const dimIdByNo = Object.fromEntries(
(demoDims ?? []).map(d => [d.sie_dim_no as number, d.id as string])
) as Record<number, string>
if (dimIdByNo[1] && dimIdByNo[6]) {
const seededDimensionCodes = ['BUTIK', 'WEBB', 'P001', 'P002']
const { error: dimValuesError } = await supabase
.from('dimension_values')
.insert([
{ company_id: companyId, dimension_id: dimIdByNo[1], code: 'BUTIK', name: 'Butiken' },
{ company_id: companyId, dimension_id: dimIdByNo[1], code: 'WEBB', name: 'Webbshoppen' },
{ company_id: companyId, dimension_id: dimIdByNo[6], code: 'P001', name: 'Projekt Björk' },
{ company_id: companyId, dimension_id: dimIdByNo[6], code: 'P002', name: 'Projekt Alm' },
])
if (dimValuesError) throw dimValuesError
log.info('seeded sandbox dimension values', { companyId, codes: seededDimensionCodes })
}
// 4. Create fiscal period (current year)
const currentYear = new Date().getFullYear()
const { data: fiscalPeriod, error: fpError } = await supabase
@@ -424,11 +460,20 @@ export async function POST(request: Request) {
if (je2Error) throw je2Error
// 10. Create journal entry lines
// 10. Create journal entry lines. The P&L line carries demo dimensions
// ({"1":"BUTIK","6":"P001"}) so the register's "antal taggade rader",
// voucher-detail badges, and the dimension P&L report light up in the
// sandbox. Mirror columns derived via lineDimensionColumns — never set
// independently of the dimensions map.
const revenueDims = { '1': 'BUTIK', '6': 'P001' }
const { error: jelError } = await supabase
.from('journal_entry_lines')
.insert([
// JE1: Invoice creation — Debit AR, Credit Revenue + VAT
// NB: `dimensions` must be set explicitly on EVERY row — same PostgREST
// bulk-insert normalization as paid_amount below: omitting it on some
// rows while one row sets it sends null (violating NOT NULL) instead
// of falling through to the schema default '{}'.
{
journal_entry_id: je1.id,
account_number: '1510',
@@ -436,6 +481,7 @@ export async function POST(request: Request) {
debit_amount: 18750,
credit_amount: 0,
sort_order: 0,
dimensions: {},
},
{
journal_entry_id: je1.id,
@@ -444,6 +490,8 @@ export async function POST(request: Request) {
debit_amount: 0,
credit_amount: 15000,
sort_order: 1,
dimensions: revenueDims,
...lineDimensionColumns(revenueDims),
},
{
journal_entry_id: je1.id,
@@ -452,6 +500,7 @@ export async function POST(request: Request) {
debit_amount: 0,
credit_amount: 3750,
sort_order: 2,
dimensions: {},
},
// JE2: Invoice payment — Debit Bank, Credit AR
{
@@ -461,6 +510,7 @@ export async function POST(request: Request) {
debit_amount: 18750,
credit_amount: 0,
sort_order: 0,
dimensions: {},
},
{
journal_entry_id: je2.id,
@@ -469,6 +519,7 @@ export async function POST(request: Request) {
debit_amount: 0,
credit_amount: 18750,
sort_order: 1,
dimensions: {},
},
])
@@ -0,0 +1,166 @@
/**
* POST /api/v1/companies/{companyId}/dimensions/{id}/values
*
* Create a dimension value (SIE #OBJEKT). Idempotent (mandatory
* Idempotency-Key), dry-runnable. Codes follow the strict Fortnox format
* (^[A-Za-z0-9ÅÄÖåäö_+\-]{1,20}$) for user-created values; the DB CHECK is
* looser by design so legacy free-text codes survive imports. `code` is
* immutable after creation.
*/
import { z } from 'zod'
import { created } from '@/lib/api/v1/response'
import { dryRunPreview } from '@/lib/api/v1/dry-run'
import { registerEndpoint, dataEnvelope } from '@/lib/api/v1/registry'
import { withApiV1 } from '@/lib/api/v1/with-api-v1'
import { v1ErrorResponse, v1ErrorResponseFromCode } from '@/lib/api/v1/errors'
import { CreateDimensionValueSchema } from '@/lib/api/schemas'
const DimensionValueCreated = z.object({
id: z.string().uuid().nullable(),
dimension_id: z.string().uuid(),
code: z.string(),
name: z.string(),
is_active: z.boolean(),
start_date: z.string().nullable(),
end_date: z.string().nullable(),
created_at: z.string().nullable(),
})
registerEndpoint({
operation: 'dimensions.values.create',
method: 'POST',
path: '/api/v1/companies/:companyId/dimensions/:id/values',
summary: 'Create a dimension value (kostnadsställe/projekt code).',
description:
'Registers a new value (SIE #OBJEKT) under a dimension — e.g. a new project code under dimension 6. Requires Idempotency-Key (UUID). Supports ?dry_run=true to validate the code format without committing. The `:id` path segment is the dimension row id (from GET …/dimensions), not the sie_dim_no. Duplicate codes within the dimension return 409 DIMENSION_VALUE_DUPLICATE_CODE.',
useWhen:
'A voucher or invoice references a cost centre / project code that does not exist yet and the user has confirmed it should be created.',
doNotUseFor:
'Renaming or archiving an existing value (dashboard register in v1). Tagging lines — pass the dimensions map on the journal-entry line instead.',
pitfalls: [
'Idempotency-Key is mandatory — calls without it return 400 VALIDATION_ERROR.',
'The :id segment is the dimension UUID, not the SIE dimension number.',
'Codes are limited to the strict Fortnox charset (A–Ö, digits, _, +, -; max 20 chars) even though historical imported codes may be looser.',
'code is immutable after creation — there is no rename in v1; create the correct code and archive the wrong one.',
],
example: {
request: { code: 'P001', name: 'Villa Almgren tak' },
response: {
data: {
id: '0e9c…',
dimension_id: 'a8f1…',
code: 'P001',
name: 'Villa Almgren tak',
is_active: true,
start_date: null,
end_date: null,
created_at: '2026-07-02T12:00:00Z',
},
meta: { request_id: 'req_…', api_version: '2026-05-12' },
},
},
scope: 'bookkeeping:write',
risk: 'low',
idempotent: true,
reversible: true,
dryRunSupported: true,
request: { body: CreateDimensionValueSchema },
response: { success: dataEnvelope(DimensionValueCreated) },
})
export const POST = withApiV1<{ params: Promise<{ companyId: string; id: string }> }>(
'dimensions.values.create',
async (request, ctx, { params }) => {
const { id } = await params
if (!z.string().uuid().safeParse(id).success) {
return v1ErrorResponseFromCode('VALIDATION_ERROR', ctx.log, {
requestId: ctx.requestId,
details: { field: 'id', message: 'Dimension id must be a UUID.' },
})
}
let rawBody: unknown
try {
rawBody = await request.json()
} catch {
return v1ErrorResponseFromCode('VALIDATION_ERROR', ctx.log, {
requestId: ctx.requestId,
details: { field: 'body', message: 'Body is not valid JSON.' },
})
}
const parsed = CreateDimensionValueSchema.safeParse(rawBody)
if (!parsed.success) {
return v1ErrorResponseFromCode('VALIDATION_ERROR', ctx.log, {
requestId: ctx.requestId,
details: {
issues: parsed.error.issues.map((i) => ({
field: i.path.join('.'),
message: i.message,
})),
},
})
}
const body = parsed.data
// The dimension must exist and belong to the company in the URL.
const { data: dimension, error: dimError } = await ctx.supabase
.from('dimensions')
.select('id')
.eq('id', id)
.eq('company_id', ctx.companyId!)
.maybeSingle()
if (dimError) {
return v1ErrorResponse(dimError, ctx.log, { requestId: ctx.requestId })
}
if (!dimension) {
return v1ErrorResponseFromCode('DIMENSION_NOT_FOUND', ctx.log, {
requestId: ctx.requestId,
details: { dimension_id: id },
})
}
if (ctx.dryRun) {
return dryRunPreview(
{
id: null,
dimension_id: id,
code: body.code,
name: body.name,
is_active: true,
start_date: body.start_date ?? null,
end_date: body.end_date ?? null,
created_at: null,
},
{ requestId: ctx.requestId, log: ctx.log },
)
}
const { data, error } = await ctx.supabase
.from('dimension_values')
.insert({
company_id: ctx.companyId!,
dimension_id: id,
code: body.code,
name: body.name,
start_date: body.start_date ?? null,
end_date: body.end_date ?? null,
})
.select('id, dimension_id, code, name, is_active, start_date, end_date, created_at')
.single()
if (error) {
if (error.code === '23505') {
return v1ErrorResponseFromCode('DIMENSION_VALUE_DUPLICATE_CODE', ctx.log, {
requestId: ctx.requestId,
details: { code: body.code },
})
}
return v1ErrorResponse(error, ctx.log, { requestId: ctx.requestId })
}
return created(data, { requestId: ctx.requestId })
},
{ requireIdempotencyKey: true },
)
@@ -0,0 +1,327 @@
/**
* Integration tests for the v1 dimensions surface (dimensions PR2):
* GET /api/v1/companies/:companyId/dimensions
* POST /api/v1/companies/:companyId/dimensions/:id/values
*
* Mirrors the suppliers/accounts test pattern: a Proxy-backed Supabase mock
* returns whatever the route awaits, keyed by table name (plus an `rpc` key
* for ensure_company_dimensions).
*/
import { beforeAll, beforeEach, describe, expect, it, vi } from 'vitest'
beforeAll(() => {
if (process.env.NODE_ENV !== 'test') throw new Error('NODE_ENV=test required')
process.env.NEXT_PUBLIC_SUPABASE_URL ||= 'http://localhost:54321'
process.env.NEXT_PUBLIC_SUPABASE_ANON_KEY ||= 'test-anon-key'
})
vi.mock('@/lib/auth/api-keys', async () => {
const actual = await vi.importActual<typeof import('@/lib/auth/api-keys')>('@/lib/auth/api-keys')
return { ...actual, validateApiKey: vi.fn(), createServiceClientNoCookies: vi.fn() }
})
vi.mock('@supabase/supabase-js', async () => {
const actual = await vi.importActual<typeof import('@supabase/supabase-js')>('@supabase/supabase-js')
return { ...actual, createClient: vi.fn().mockReturnValue({}) }
})
import { validateApiKey, createServiceClientNoCookies } from '@/lib/auth/api-keys'
import { GET as listDimensions } from '../route'
import { POST as createValue } from '../[id]/values/route'
const mockValidate = validateApiKey as ReturnType<typeof vi.fn>
const mockServiceClient = createServiceClientNoCookies as ReturnType<typeof vi.fn>
interface TableResp {
data?: unknown
error?: unknown
}
/**
* Per-table queue mock: TableResp[] consumes one entry per await, then sticks
* on the last entry. The special key `rpc` answers `supabase.rpc(...)` calls.
*/
function makeFlexibleSupabase(byTable: Record<string, TableResp | TableResp[]>) {
const queues = new Map<string, TableResp[]>()
for (const [t, val] of Object.entries(byTable)) {
queues.set(t, Array.isArray(val) ? [...val] : [val])
}
const buildChain = (key: string): unknown => {
const handler: ProxyHandler<object> = {
get(_target, prop) {
if (prop === 'then') {
return (resolve: (v: unknown) => void) => {
const q = queues.get(key)
const next = q && q.length > 1 ? q.shift()! : (q?.[0] ?? { data: null, error: null })
resolve(next)
}
}
return (..._args: unknown[]) => buildChain(key)
},
}
return new Proxy({}, handler)
}
return {
from: vi.fn((table: string) => buildChain(table)),
rpc: vi.fn(() => buildChain('rpc')),
}
}
const COMPANY_ID = 'aaaaaaaa-aaaa-4aaa-8aaa-aaaaaaaaaaaa'
const DIMENSION_ID = 'bbbbbbbb-bbbb-4bbb-8bbb-bbbbbbbbbbbb'
function makeRequest(url: string, init?: RequestInit): Request {
return new Request(url, {
...init,
headers: {
Authorization: 'Bearer test-fixture-not-a-real-key',
'Idempotency-Key': 'c1aaaaaa-aaaa-4aaa-8aaa-aaaaaaaaaaaa',
...(init?.headers ?? {}),
},
})
}
const SAMPLE_DIMS = [
{
id: DIMENSION_ID,
sie_dim_no: 1,
name: 'Kostnadsställe',
resets_annually: true,
is_system: true,
is_active: true,
sort_order: 10,
},
{
id: 'cccccccc-cccc-4ccc-8ccc-cccccccccccc',
sie_dim_no: 6,
name: 'Projekt',
resets_annually: false,
is_system: true,
is_active: true,
sort_order: 20,
},
]
const SAMPLE_VALUE = {
id: 'dddddddd-dddd-4ddd-8ddd-dddddddddddd',
dimension_id: DIMENSION_ID,
code: 'BUTIK',
name: 'Butiken',
is_active: true,
start_date: null,
end_date: null,
}
beforeEach(() => {
vi.clearAllMocks()
mockValidate.mockResolvedValue({
userId: 'user-1',
companyId: COMPANY_ID,
apiKeyId: 'ak_1',
apiKeyName: 'CI key',
scopes: ['reports:read', 'bookkeeping:write'],
mode: 'live',
})
})
describe('GET /api/v1/companies/:companyId/dimensions', () => {
it('ensures system dims and returns the registry with nested values', async () => {
const client = makeFlexibleSupabase({
company_members: { data: { company_id: COMPANY_ID, role: 'owner' }, error: null },
rpc: { data: null, error: null },
dimensions: { data: SAMPLE_DIMS, error: null },
dimension_values: { data: [SAMPLE_VALUE], error: null },
})
mockServiceClient.mockReturnValue(client)
const res = await listDimensions(
makeRequest(`https://x.test/api/v1/companies/${COMPANY_ID}/dimensions`),
{ params: Promise.resolve({ companyId: COMPANY_ID }) },
)
expect(res.status).toBe(200)
expect(client.rpc).toHaveBeenCalledWith('ensure_company_dimensions', {
p_company_id: COMPANY_ID,
})
const body = await res.json()
expect(body.data.dimensions).toHaveLength(2)
expect(body.data.dimensions[0].sie_dim_no).toBe(1)
expect(body.data.dimensions[0].values).toEqual([
{
id: SAMPLE_VALUE.id,
code: 'BUTIK',
name: 'Butiken',
is_active: true,
start_date: null,
end_date: null,
},
])
expect(body.data.dimensions[1].values).toEqual([])
})
it('rejects keys without reports:read scope (403)', async () => {
mockValidate.mockResolvedValue({
userId: 'user-1',
companyId: COMPANY_ID,
scopes: ['invoices:read'],
mode: 'live',
})
mockServiceClient.mockReturnValue(makeFlexibleSupabase({}))
const res = await listDimensions(
makeRequest(`https://x.test/api/v1/companies/${COMPANY_ID}/dimensions`),
{ params: Promise.resolve({ companyId: COMPANY_ID }) },
)
expect(res.status).toBe(403)
})
})
describe('POST /api/v1/companies/:companyId/dimensions/:id/values', () => {
const url = `https://x.test/api/v1/companies/${COMPANY_ID}/dimensions/${DIMENSION_ID}/values`
const detailParams = { params: Promise.resolve({ companyId: COMPANY_ID, id: DIMENSION_ID }) }
it('creates a value (201, happy path)', async () => {
mockServiceClient.mockReturnValue(
makeFlexibleSupabase({
company_members: { data: { company_id: COMPANY_ID, role: 'owner' }, error: null },
dimensions: { data: { id: DIMENSION_ID }, error: null },
dimension_values: { data: { ...SAMPLE_VALUE, created_at: '2026-07-02T12:00:00Z' }, error: null },
idempotency_keys: { data: null, error: null },
}),
)
const res = await createValue(
makeRequest(url, {
method: 'POST',
body: JSON.stringify({ code: 'BUTIK', name: 'Butiken' }),
}),
detailParams,
)
expect(res.status).toBe(201)
const body = await res.json()
expect(body.data.code).toBe('BUTIK')
})
it('returns 400 when Idempotency-Key is missing', async () => {
mockServiceClient.mockReturnValue(
makeFlexibleSupabase({
company_members: { data: { company_id: COMPANY_ID, role: 'owner' }, error: null },
}),
)
const req = new Request(url, {
method: 'POST',
headers: { Authorization: 'Bearer test' },
body: JSON.stringify({ code: 'BUTIK', name: 'Butiken' }),
})
const res = await createValue(req, detailParams)
expect(res.status).toBe(400)
})
it('rejects a non-Fortnox code with 400 VALIDATION_ERROR', async () => {
mockServiceClient.mockReturnValue(
makeFlexibleSupabase({
company_members: { data: { company_id: COMPANY_ID, role: 'owner' }, error: null },
idempotency_keys: { data: null, error: null },
}),
)
const res = await createValue(
makeRequest(url, {
method: 'POST',
body: JSON.stringify({ code: 'BAD CODE!', name: 'x' }),
}),
detailParams,
)
expect(res.status).toBe(400)
const body = await res.json()
expect(body.error.code).toBe('VALIDATION_ERROR')
})
it('returns 404 DIMENSION_NOT_FOUND for a dimension outside the company', async () => {
mockServiceClient.mockReturnValue(
makeFlexibleSupabase({
company_members: { data: { company_id: COMPANY_ID, role: 'owner' }, error: null },
dimensions: { data: null, error: null },
idempotency_keys: { data: null, error: null },
}),
)
const res = await createValue(
makeRequest(url, {
method: 'POST',
body: JSON.stringify({ code: 'BUTIK', name: 'Butiken' }),
}),
detailParams,
)
expect(res.status).toBe(404)
const body = await res.json()
expect(body.error.code).toBe('DIMENSION_NOT_FOUND')
})
it('returns 409 DIMENSION_VALUE_DUPLICATE_CODE on a 23505', async () => {
mockServiceClient.mockReturnValue(
makeFlexibleSupabase({
company_members: { data: { company_id: COMPANY_ID, role: 'owner' }, error: null },
dimensions: { data: { id: DIMENSION_ID }, error: null },
dimension_values: { data: null, error: { code: '23505', message: 'duplicate' } },
idempotency_keys: { data: null, error: null },
}),
)
const res = await createValue(
makeRequest(url, {
method: 'POST',
body: JSON.stringify({ code: 'BUTIK', name: 'Butiken' }),
}),
detailParams,
)
expect(res.status).toBe(409)
const body = await res.json()
expect(body.error.code).toBe('DIMENSION_VALUE_DUPLICATE_CODE')
})
it('returns a dry-run preview without inserting when ?dry_run=true', async () => {
const fromSpy = vi.fn()
mockServiceClient.mockReturnValue({
from: (table: string) => {
fromSpy(table)
return new Proxy({}, {
get(_t, prop) {
if (prop === 'then') {
const data =
table === 'company_members'
? { company_id: COMPANY_ID, role: 'owner' }
: table === 'dimensions'
? { id: DIMENSION_ID }
: null
return (resolve: (v: unknown) => void) => resolve({ data, error: null })
}
return () => new Proxy({}, this!)
},
})
},
rpc: vi.fn(),
})
const res = await createValue(
makeRequest(`${url}?dry_run=true`, {
method: 'POST',
body: JSON.stringify({ code: 'P001', name: 'Villa Almgren tak' }),
}),
detailParams,
)
expect(res.status).toBe(200)
expect(res.headers.get('X-Dry-Run')).toBe('true')
expect(fromSpy).not.toHaveBeenCalledWith('dimension_values')
const body = await res.json()
expect(body.data.dry_run).toBe(true)
expect(body.data.preview.code).toBe('P001')
})
})
@@ -0,0 +1,149 @@
/**
* GET /api/v1/companies/{companyId}/dimensions
*
* List the dimension registry (SIE #DIM) with nested values (#OBJEKT).
* Ensures the system dims (1 = Kostnadsställe, 6 = Projekt) exist via the
* ensure_company_dimensions RPC before reading — lazy seeding, so the list is
* never empty even for companies that have not touched dimensions.
*/
import { z } from 'zod'
import { ok } from '@/lib/api/v1/response'
import { registerEndpoint, dataEnvelope } from '@/lib/api/v1/registry'
import { withApiV1 } from '@/lib/api/v1/with-api-v1'
import { v1ErrorResponse } from '@/lib/api/v1/errors'
const DimensionValue = z.object({
id: z.string().uuid(),
code: z.string(),
name: z.string(),
is_active: z.boolean(),
start_date: z.string().nullable(),
end_date: z.string().nullable(),
})
const Dimension = z.object({
id: z.string().uuid(),
sie_dim_no: z.number().int().min(1),
name: z.string(),
resets_annually: z.boolean(),
is_system: z.boolean(),
is_active: z.boolean(),
sort_order: z.number().int(),
values: z.array(DimensionValue),
})
const DimensionsResponse = dataEnvelope(z.object({ dimensions: z.array(Dimension) }))
registerEndpoint({
operation: 'dimensions.list',
method: 'GET',
path: '/api/v1/companies/:companyId/dimensions',
summary: 'List dimensions (kostnadsställe/projekt) with their values.',
description:
'Returns the company\'s dimension registry — SIE #DIM entries keyed by sie_dim_no (1 = Kostnadsställe, 6 = Projekt; both always exist) — with the registered values (#OBJEKT) nested under each dimension. Dimensions are ordered by sort_order, values by code. Line-level tags on journal entries reference these values as {"<sie_dim_no>":"<code>"} in the `dimensions` map.',
useWhen:
'You need the valid dimension value codes before tagging journal-entry lines with a cost centre or project, or you are rendering a dimension picker.',
doNotUseFor:
'Filtering reports (pass the dimension filter to the report endpoints once available) or reading which lines carry a tag (read the journal entries themselves).',
pitfalls: [
'Dimension value codes are STRINGS and case-sensitive — "P001", not 1.',
'sie_dim_no is the key used in journal_entry_lines.dimensions, NOT the dimension row id.',
'is_active=false values are historical (archived) — do not tag new lines with them.',
'resets_annually=true (dim 1) means balances reset each fiscal year; dim 6 (projekt) accumulates across years.',
],
example: {
response: {
data: {
dimensions: [
{
id: '0e9c…',
sie_dim_no: 1,
name: 'Kostnadsställe',
resets_annually: true,
is_system: true,
is_active: true,
sort_order: 10,
values: [
{
id: 'a8f1…',
code: 'BUTIK',
name: 'Butiken',
is_active: true,
start_date: null,
end_date: null,
},
],
},
],
},
meta: { request_id: 'req_…', api_version: '2026-05-12' },
},
},
scope: 'reports:read',
risk: 'low',
idempotent: true,
reversible: false,
dryRunSupported: false,
response: { success: DimensionsResponse },
})
interface DimensionValueRow {
id: string
dimension_id: string
code: string
name: string
is_active: boolean
start_date: string | null
end_date: string | null
}
export const GET = withApiV1<{ params: Promise<{ companyId: string }> }>(
'dimensions.list',
async (_request, ctx) => {
const { error: ensureError } = await ctx.supabase.rpc('ensure_company_dimensions', {
p_company_id: ctx.companyId!,
})
if (ensureError) {
return v1ErrorResponse(ensureError, ctx.log, { requestId: ctx.requestId })
}
const { data: dims, error: dimsError } = await ctx.supabase
.from('dimensions')
.select('id, sie_dim_no, name, resets_annually, is_system, is_active, sort_order')
.eq('company_id', ctx.companyId!)
.order('sort_order', { ascending: true })
.order('sie_dim_no', { ascending: true })
if (dimsError) {
return v1ErrorResponse(dimsError, ctx.log, { requestId: ctx.requestId })
}
const { data: values, error: valuesError } = await ctx.supabase
.from('dimension_values')
.select('id, dimension_id, code, name, is_active, start_date, end_date')
.eq('company_id', ctx.companyId!)
.order('code', { ascending: true })
if (valuesError) {
return v1ErrorResponse(valuesError, ctx.log, { requestId: ctx.requestId })
}
const valuesByDimension = new Map<string, Omit<DimensionValueRow, 'dimension_id'>[]>()
for (const v of ((values ?? []) as DimensionValueRow[])) {
const bucket = valuesByDimension.get(v.dimension_id) ?? []
bucket.push({
id: v.id,
code: v.code,
name: v.name,
is_active: v.is_active,
start_date: v.start_date,
end_date: v.end_date,
})
valuesByDimension.set(v.dimension_id, bucket)
}
const dimensions = ((dims ?? []) as Array<Record<string, unknown> & { id: string }>).map(
(d) => ({ ...d, values: valuesByDimension.get(d.id) ?? [] }),
)
return ok({ dimensions }, { requestId: ctx.requestId })
},
)
+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
View File
@@ -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
View File
@@ -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">
+64
View File
@@ -713,6 +713,67 @@ export const CorrectJournalEntrySchema = z.object({
lines: z.array(CreateJournalEntryLineSchema).min(2, 'At least two lines are required for double-entry'),
})
// ============================================================
// Dimension registry schemas (kostnadsställe/projekt)
// ============================================================
// dev_docs/dimensions_implementation_plan.md §6. The registry tables
// (dimensions/dimension_values) shipped in 20260702084500_dimensions_substrate.
/**
* Object code for USER-CREATED dimension values: strict Fortnox format.
* Deliberately tighter than both the DB CHECK (1..40 chars, no `"{}`') and
* DimensionsBagSchema (line-level values) — legacy free-text codes from the
* backfill/SIE import must survive on lines, but new registry codes minted
* through the API stay portable to Fortnox/Visma.
*/
const dimensionValueCode = z
.string()
.regex(
/^[A-Za-z0-9ÅÄÖåäö_+\-]{1,20}$/,
'Koden får bara innehålla bokstäver (A–Ö), siffror, _, + och - (max 20 tecken)',
)
const dimensionValueDates = {
start_date: isoDate.nullable().optional(),
end_date: isoDate.nullable().optional(),
}
/** PATCH /api/dimensions/[id] — name is rejected route-side for is_system dims. */
export const UpdateDimensionSchema = z
.object({
name: z.string().min(1).max(80).optional(),
is_active: z.boolean().optional(),
sort_order: z.number().int().min(0).optional(),
})
.refine((body) => Object.values(body).some((v) => v !== undefined), {
message: 'Minst ett fält måste anges',
})
/** POST /api/dimensions/[id]/values — code is immutable after creation (v1: no rename). */
export const CreateDimensionValueSchema = z
.object({
code: dimensionValueCode,
name: z.string().min(1).max(120),
/** Omitted → true. Lets "create as archived" be a single atomic POST. */
is_active: z.boolean().optional(),
...dimensionValueDates,
})
.refine(
(body) => !body.start_date || !body.end_date || body.end_date >= body.start_date,
{ message: 'Slutdatum får inte vara före startdatum', path: ['end_date'] },
)
/** PATCH /api/dimensions/[id]/values/[valueId] — no `code` field by design. */
export const UpdateDimensionValueSchema = z
.object({
name: z.string().min(1).max(120).optional(),
is_active: z.boolean().optional(),
...dimensionValueDates,
})
.refine((body) => Object.values(body).some((v) => v !== undefined), {
message: 'Minst ett fält måste anges',
})
/**
* Move a posted verifikation to a different date (and thereby fiscal period)
* without changing its lines — fixes a booking entered with the wrong
@@ -1172,6 +1233,9 @@ export const UpdateSettingsSchema = z.object({
.optional(),
// AI agent flow
ai_flow_enabled: z.boolean().optional(),
// Dimensions (kostnadsställe/projekt) — UI-visibility toggle only, never
// load-bearing for correctness (dev_docs/dimensions_implementation_plan.md §2).
dimensions_enabled: z.boolean().optional(),
// Salary payment file
preferred_payment_format: z.enum(['bg_lb', 'pain001']).optional(),
}).refine(
@@ -1,6 +1,6 @@
// Vitest Snapshot v1, https://vitest.dev/guide/snapshot.html
exports[`v1 spec snapshot > matches the recorded endpoint count > endpoint-count 1`] = `102`;
exports[`v1 spec snapshot > matches the recorded endpoint count > endpoint-count 1`] = `104`;
exports[`v1 spec snapshot > matches the recorded endpoint key set > endpoint-keys 1`] = `
[
@@ -14,6 +14,7 @@ exports[`v1 spec snapshot > matches the recorded endpoint key set > endpoint-key
"GET /api/v1/companies/:companyId/compliance/check",
"GET /api/v1/companies/:companyId/customers",
"GET /api/v1/companies/:companyId/customers/:id",
"GET /api/v1/companies/:companyId/dimensions",
"GET /api/v1/companies/:companyId/documents/:id/download",
"GET /api/v1/companies/:companyId/employees",
"GET /api/v1/companies/:companyId/employees/:id",
@@ -60,6 +61,7 @@ exports[`v1 spec snapshot > matches the recorded endpoint key set > endpoint-key
"PATCH /api/v1/companies/:companyId/webhooks/:id",
"POST /api/v1/companies/:companyId/customers",
"POST /api/v1/companies/:companyId/customers/bulk-create",
"POST /api/v1/companies/:companyId/dimensions/:id/values",
"POST /api/v1/companies/:companyId/documents",
"POST /api/v1/companies/:companyId/documents/:id/link",
"POST /api/v1/companies/:companyId/employees",
+4
View File
@@ -132,4 +132,8 @@ import '@/app/api/v1/companies/[companyId]/webhooks/[id]/rotate-secret/route'
// Inbox item stamp.
import '@/app/api/v1/companies/[companyId]/inbox-items/[id]/stamp/route'
// Dimensions PR2 — registry list + value creation (kostnadsställe/projekt).
import '@/app/api/v1/companies/[companyId]/dimensions/route'
import '@/app/api/v1/companies/[companyId]/dimensions/[id]/values/route'
export {}
+6
View File
@@ -181,6 +181,12 @@ export const V1_ENDPOINT_SCOPES: Record<string, ApiKeyScope> = {
'POST /api/v1/companies/:companyId/salary-runs/:id/book': 'payroll:write',
'POST /api/v1/companies/:companyId/salary-runs/:id/generate-agi': 'payroll:write',
// Dimensions (kostnadsställe/projekt) — dimensions PR2. Reads ride
// reports:read (registry data feeds report filters/pickers); value creation
// is bookkeeping:write (it mints codes that journal lines reference).
'GET /api/v1/companies/:companyId/dimensions': 'reports:read',
'POST /api/v1/companies/:companyId/dimensions/:id/values': 'bookkeeping:write',
// Webhooks (Phase 6 PR-1)
'GET /api/v1/companies/:companyId/webhooks': 'webhooks:manage',
'POST /api/v1/companies/:companyId/webhooks': 'webhooks:manage',
+70
View File
@@ -2462,6 +2462,75 @@ const ASSETS: Record<string, StructuredErrorEntry> = {
},
}
// Dimensions registry (kostnadsställe/projekt) — dev_docs/dimensions_implementation_plan.md §6
const DIMENSION: Record<string, StructuredErrorEntry> = {
DIMENSION_NOT_FOUND: {
httpStatus: 404,
message_sv: 'Dimensionen kunde inte hittas.',
message_en: 'Dimension not found.',
},
DIMENSION_SYSTEM_RENAME: {
httpStatus: 400,
message_sv: 'Systemdimensioner kan inte döpas om.',
message_en: 'System dimensions (kostnadsställe/projekt) cannot be renamed.',
},
DIMENSION_UPDATE_FAILED: {
httpStatus: 500,
message_sv: 'Dimensionen kunde inte uppdateras.',
message_en: 'Failed to update dimension.',
},
DIMENSION_VALUE_NOT_FOUND: {
httpStatus: 404,
message_sv: 'Dimensionsvärdet kunde inte hittas.',
message_en: 'Dimension value not found.',
},
DIMENSION_VALUE_DUPLICATE_CODE: {
httpStatus: 409,
message_sv: 'Ett värde med samma kod finns redan i dimensionen.',
message_en: 'A value with that code already exists in the dimension.',
},
DIMENSION_VALUE_DATES_NOT_ALLOWED: {
httpStatus: 400,
message_sv: 'Datum kan bara sättas på ackumulerande dimensioner (t.ex. projekt).',
message_en:
'Start/end dates can only be set on accumulating dimensions (e.g. projects) — this dimension resets annually.',
},
DIMENSION_VALUE_CREATE_FAILED: {
httpStatus: 500,
message_sv: 'Dimensionsvärdet kunde inte skapas.',
message_en: 'Failed to create dimension value.',
},
DIMENSION_VALUE_UPDATE_FAILED: {
httpStatus: 500,
message_sv: 'Dimensionsvärdet kunde inte uppdateras.',
message_en: 'Failed to update dimension value.',
},
// The DB retention trigger (enforce_dimension_value_retention) raises when a
// code is referenced by posted/reversed lines. Routes surface the trigger's
// own Swedish message via `messageSv` so the code + kod appear in the toast.
DIMENSION_VALUE_REFERENCED: {
httpStatus: 409,
message_sv:
'Värdet används på bokförda verifikat och kan inte tas bort — arkivera det istället.',
message_en:
'The value is referenced by posted vouchers and cannot be deleted — archive (inactivate) it instead.',
remediation: {
description:
'Archive the value instead: PATCH the dimension value with { "is_active": false }. Codes referenced by posted lines are retained for the BFL 7-year period.',
},
},
DIMENSION_VALUE_DELETE_FAILED: {
httpStatus: 500,
message_sv: 'Dimensionsvärdet kunde inte tas bort.',
message_en: 'Failed to delete dimension value.',
},
DIMENSION_IMPORT_FAILED: {
httpStatus: 500,
message_sv: 'Import av befintliga dimensionskoder misslyckades.',
message_en: 'Failed to import existing dimension codes from journal lines.',
},
}
// ─────────────────────────────────────────────────────────────────
// Combined registry
// ─────────────────────────────────────────────────────────────────
@@ -2505,6 +2574,7 @@ const REGISTRY: Record<string, StructuredErrorEntry> = {
...SKATTEVERKET,
...BOLAGSVERKET,
...ASSETS,
...DIMENSION,
}
export function getErrorEntry(code: string): StructuredErrorEntry | undefined {
+292 -59
View File
@@ -6,12 +6,20 @@ import { describe, it, expect, vi, beforeEach } from 'vitest'
let resultIdx: number
let results: Array<{ data?: unknown; error?: unknown }>
// `.eq()` args recorded per table so tests can assert on query shape (e.g.
// that the dimension registry fetch does NOT filter is_active — the latent
// undeclared-#OBJEKT bug was exactly such a filter).
let eqCallsByTable: Record<string, Array<[string, unknown]>>
function makeBuilder() {
function makeBuilder(table: string) {
const b: Record<string, unknown> = {}
for (const m of ['select', 'eq', 'in', 'order', 'range', 'lt', 'lte', 'gte', 'gt', 'limit', 'neq']) {
for (const m of ['select', 'in', 'order', 'range', 'lt', 'lte', 'gte', 'gt', 'limit', 'neq']) {
b[m] = vi.fn().mockReturnValue(b)
}
b.eq = vi.fn().mockImplementation((column: string, value: unknown) => {
;(eqCallsByTable[table] ??= []).push([column, value])
return b
})
b.single = vi.fn().mockImplementation(async () => results[resultIdx++] ?? { data: null, error: null })
b.then = (resolve: (v: unknown) => void) => resolve(results[resultIdx++] ?? { data: null, error: null })
return b
@@ -19,7 +27,7 @@ function makeBuilder() {
function makeClient() {
return {
from: vi.fn().mockImplementation(() => makeBuilder()),
from: vi.fn().mockImplementation((table: string) => makeBuilder(table)),
// `rpc` drains the same queue so tests can intersperse RPC + table fetches.
// SIE export calls `compute_prior_opening_balances` via getOpeningBalances
// whenever `opening_balance_entry_id` is null (the multi-year-import path).
@@ -36,6 +44,7 @@ beforeEach(() => {
vi.clearAllMocks()
resultIdx = 0
results = []
eqCallsByTable = {}
supabase = makeClient()
})
@@ -46,16 +55,20 @@ const baseOptions = {
program_name: 'ERPBase',
}
// Queue consumption order after the pagination fix:
// Queue consumption order (dimensions registry replaced cost_centers/projects):
// 0: fiscal_periods.single()
// 1: previous fiscal period .single() (#RAR -1)
// 2: chart_of_accounts (fetchAllRows)
// 3: journal_entries (fetchAllRows)
// 4: journal_entry_lines (fetchAllRows) ← split out from the entries query
// 5: cost_centers
// 6: projects
// 5: dimensions (registry #DIM/#UNDERDIM rows)
// 6: dimension_values (registry #OBJEKT rows)
// 7: opening balances (RPC fallback or journal_entry_lines page)
// Registry fixtures for the system dims (seeded by ensure_company_dimensions).
const dimKostnadsstalle = { id: 'dim-1', sie_dim_no: 1, parent_sie_dim_no: null, name: 'Kostnadsställe' }
const dimProjekt = { id: 'dim-6', sie_dim_no: 6, parent_sie_dim_no: null, name: 'Projekt' }
describe('generateSIEExport', () => {
it('throws when fiscal period not found', async () => {
results = [
@@ -74,8 +87,8 @@ describe('generateSIEExport', () => {
{ data: [], error: null }, // accounts
{ data: [], error: null }, // journal_entries
{ data: [], error: null }, // journal_entry_lines
{ data: [], error: null }, // cost_centers
{ data: [], error: null }, // projects
{ data: [], error: null }, // dimensions
{ data: [], error: null }, // dimension_values
{ data: [], error: null }, // opening balances RPC
]
@@ -99,8 +112,8 @@ describe('generateSIEExport', () => {
{ data: [], error: null }, // accounts
{ data: [], error: null }, // journal_entries
{ data: [], error: null }, // journal_entry_lines
{ data: [], error: null }, // cost_centers
{ data: [], error: null }, // projects
{ data: [], error: null }, // dimensions
{ data: [], error: null }, // dimension_values
{ data: [], error: null }, // RPC fallback
]
@@ -125,8 +138,8 @@ describe('generateSIEExport', () => {
},
{ data: [], error: null }, // journal_entries
{ data: [], error: null }, // journal_entry_lines
{ data: [], error: null }, // cost_centers
{ data: [], error: null }, // projects
{ data: [], error: null }, // dimensions
{ data: [], error: null }, // dimension_values
{ data: [], error: null }, // RPC fallback
]
@@ -154,14 +167,14 @@ describe('generateSIEExport', () => {
{
// journal_entry_lines — each carries journal_entry_id for grouping
data: [
{ journal_entry_id: 'e1', account_number: '1510', debit_amount: 1250, credit_amount: 0, line_description: null, cost_center: null, project: null },
{ journal_entry_id: 'e1', account_number: '3001', debit_amount: 0, credit_amount: 1000, line_description: 'Revenue', cost_center: null, project: null },
{ journal_entry_id: 'e1', account_number: '2611', debit_amount: 0, credit_amount: 250, line_description: null, cost_center: null, project: null },
{ journal_entry_id: 'e1', account_number: '1510', debit_amount: 1250, credit_amount: 0, line_description: null, dimensions: {} },
{ journal_entry_id: 'e1', account_number: '3001', debit_amount: 0, credit_amount: 1000, line_description: 'Revenue', dimensions: {} },
{ journal_entry_id: 'e1', account_number: '2611', debit_amount: 0, credit_amount: 250, line_description: null, dimensions: {} },
],
error: null,
},
{ data: [], error: null }, // cost_centers
{ data: [], error: null }, // projects
{ data: [], error: null }, // dimensions
{ data: [], error: null }, // dimension_values
{ data: [], error: null }, // RPC fallback
]
@@ -175,22 +188,18 @@ describe('generateSIEExport', () => {
expect(output).toContain('}')
})
it('generates #DIM and #OBJEKT for dimensions', async () => {
it('generates #DIM and #OBJEKT for registry dimensions', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: null, error: null }, // prevPeriod
{ data: [], error: null }, // accounts
{ data: [], error: null }, // journal_entries
{ data: [], error: null }, // journal_entry_lines
{ data: [dimKostnadsstalle, dimProjekt], error: null }, // dimensions
{
data: [
{ code: 'CC1', name: 'Avdelning 1', is_active: true },
],
error: null,
},
{
data: [
{ code: 'P001', name: 'Projekt Alpha', is_active: true },
{ dimension_id: 'dim-1', code: 'CC1', name: 'Avdelning 1' },
{ dimension_id: 'dim-6', code: 'P001', name: 'Projekt Alpha' },
],
error: null,
},
@@ -205,7 +214,7 @@ describe('generateSIEExport', () => {
expect(output).toContain('#OBJEKT 6 "P001" "Projekt Alpha"')
})
it('includes dimension objects in #TRANS lines', async () => {
it('includes dimension objects in #TRANS lines from the jsonb map', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: null, error: null }, // prevPeriod
@@ -218,13 +227,19 @@ describe('generateSIEExport', () => {
},
{
data: [
{ journal_entry_id: 'e1', account_number: '5010', debit_amount: 8000, credit_amount: 0, line_description: null, cost_center: 'CC1', project: 'P001' },
{ journal_entry_id: 'e1', account_number: '1930', debit_amount: 0, credit_amount: 8000, line_description: null, cost_center: null, project: null },
{ journal_entry_id: 'e1', account_number: '5010', debit_amount: 8000, credit_amount: 0, line_description: null, dimensions: { '1': 'CC1', '6': 'P001' } },
{ journal_entry_id: 'e1', account_number: '1930', debit_amount: 0, credit_amount: 8000, line_description: null, dimensions: {} },
],
error: null,
},
{ data: [dimKostnadsstalle, dimProjekt], error: null }, // dimensions
{
data: [
{ dimension_id: 'dim-1', code: 'CC1', name: 'Avdelning 1' },
{ dimension_id: 'dim-6', code: 'P001', name: 'Projekt Alpha' },
],
error: null,
},
{ data: [{ code: 'CC1', name: 'Avdelning 1', is_active: true }], error: null },
{ data: [{ code: 'P001', name: 'Projekt Alpha', is_active: true }], error: null },
{ data: [], error: null }, // RPC fallback
]
@@ -234,6 +249,203 @@ describe('generateSIEExport', () => {
expect(output).toContain('\t#TRANS 1930 {} -8000.00 20240315')
})
it('declares INACTIVE registry values as #OBJEKT (undeclared-object regression)', async () => {
// Latent bug in the legacy read path: the registry fetch filtered
// is_active=true, so a line referencing an archived code serialized into
// #TRANS while its #OBJEKT declaration was missing — Visma rejects such
// files. The registry fetch must NOT filter on is_active.
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: null, error: null }, // prevPeriod
{ data: [], error: null }, // accounts
{
data: [
{ id: 'e1', entry_date: '2024-05-02', voucher_number: 1, voucher_series: 'A', description: 'Archived code', status: 'posted' },
],
error: null,
},
{
data: [
{ journal_entry_id: 'e1', account_number: '5010', debit_amount: 500, credit_amount: 0, line_description: null, dimensions: { '1': 'CC9' } },
{ journal_entry_id: 'e1', account_number: '1930', debit_amount: 0, credit_amount: 500, line_description: null, dimensions: {} },
],
error: null,
},
{ data: [dimKostnadsstalle], error: null }, // dimensions
// The archived (is_active=false) value row IS returned by the query
// because the export must not filter it out.
{ data: [{ dimension_id: 'dim-1', code: 'CC9', name: 'Nedlagd avdelning', is_active: false }], error: null },
{ data: [], error: null }, // RPC fallback
]
const output = await generateSIEExport(supabase, 'company-1', baseOptions)
// Declared with its registry name (not synthesized code-as-name)
expect(output).toContain('#DIM 1 "Kostnadsställe"')
expect(output).toContain('#OBJEKT 1 "CC9" "Nedlagd avdelning"')
expect(output).toContain('\t#TRANS 5010 {1 "CC9"} 500.00 20240502')
// Query-shape guard: neither registry fetch may filter on is_active —
// that is the exact filter that caused the undeclared-#OBJEKT bug.
expect(eqCallsByTable['dimensions'] ?? []).not.toContainEqual(['is_active', true])
expect(eqCallsByTable['dimension_values'] ?? []).not.toContainEqual(['is_active', true])
})
it('synthesizes #DIM and #OBJEKT for orphan line codes with no registry rows', async () => {
// Free-text writers can still mint dimension numbers/codes until the
// write-path PR — every referenced (dimNo, code) pair must be declared,
// never silently dropped. Dim 6 resolves from the SIE reserved-number
// seed; dim 13 falls back to "Dimension n"; both codes get name = code.
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: null, error: null }, // prevPeriod
{ data: [], error: null }, // accounts
{
data: [
{ id: 'e1', entry_date: '2024-02-01', voucher_number: 1, voucher_series: 'A', description: 'Orphans', status: 'posted' },
],
error: null,
},
{
data: [
{ journal_entry_id: 'e1', account_number: '4010', debit_amount: 900, credit_amount: 0, line_description: null, dimensions: { '6': 'GHOST', '13': 'X1' } },
{ journal_entry_id: 'e1', account_number: '1930', debit_amount: 0, credit_amount: 900, line_description: null, dimensions: {} },
],
error: null,
},
{ data: [], error: null }, // dimensions — registry is empty
{ data: [], error: null }, // dimension_values
{ data: [], error: null }, // RPC fallback
]
const output = await generateSIEExport(supabase, 'company-1', baseOptions)
expect(output).toContain('#DIM 6 "Projekt"')
expect(output).toContain('#DIM 13 "Dimension 13"')
expect(output).toContain('#OBJEKT 6 "GHOST" "GHOST"')
expect(output).toContain('#OBJEKT 13 "X1" "X1"')
expect(output).toContain('\t#TRANS 4010 {6 "GHOST" 13 "X1"} 900.00 20240201')
})
it('serializes multi-dimension lines sorted by numeric dimension number', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: null, error: null }, // prevPeriod
{ data: [], error: null }, // accounts
{
data: [
{ id: 'e1', entry_date: '2024-04-10', voucher_number: 1, voucher_series: 'A', description: 'Multi-dim', status: 'posted' },
],
error: null,
},
{
// Keys deliberately out of order — output must sort 1 < 6 < 7
data: [
{ journal_entry_id: 'e1', account_number: '7010', debit_amount: 30000, credit_amount: 0, line_description: null, dimensions: { '7': 'EMP1', '1': 'KS01', '6': 'P001' } },
{ journal_entry_id: 'e1', account_number: '1930', debit_amount: 0, credit_amount: 30000, line_description: null, dimensions: {} },
],
error: null,
},
{ data: [dimKostnadsstalle, dimProjekt], error: null }, // dimensions
{
data: [
{ dimension_id: 'dim-1', code: 'KS01', name: 'Kontoret' },
{ dimension_id: 'dim-6', code: 'P001', name: 'Projekt Alpha' },
],
error: null,
},
{ data: [], error: null }, // RPC fallback
]
const output = await generateSIEExport(supabase, 'company-1', baseOptions)
expect(output).toContain('\t#TRANS 7010 {1 "KS01" 6 "P001" 7 "EMP1"} 30000.00 20240410')
// Dim 7 has no registry row → synthesized from the SIE reserved seed,
// with the orphan employee code declared.
expect(output).toContain('#DIM 7 "Anställd"')
expect(output).toContain('#OBJEKT 7 "EMP1" "EMP1"')
})
it('emits #UNDERDIM for child dimensions and declares the parent', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: null, error: null }, // prevPeriod
{ data: [], error: null }, // accounts
{ data: [], error: null }, // journal_entries
{ data: [], error: null }, // journal_entry_lines
{
// Kostnadsbärare (2) is a sub-dimension of Kostnadsställe (1); the
// parent has NO values of its own — it must still be declared because
// an #UNDERDIM referencing an undeclared parent is invalid.
data: [
dimKostnadsstalle,
{ id: 'dim-2', sie_dim_no: 2, parent_sie_dim_no: 1, name: 'Kostnadsbärare' },
],
error: null,
},
{ data: [{ dimension_id: 'dim-2', code: 'KB1', name: 'Bärare 1' }], error: null },
{ data: [], error: null }, // RPC fallback
]
const output = await generateSIEExport(supabase, 'company-1', baseOptions)
expect(output).toContain('#DIM 1 "Kostnadsställe"')
expect(output).toContain('#UNDERDIM 2 "Kostnadsbärare" 1')
expect(output).toContain('#OBJEKT 2 "KB1" "Bärare 1"')
// The parent was pulled in as a declaration only — no #UNDERDIM for it
expect(output).not.toContain('#UNDERDIM 1')
})
it('declares a parent #DIM before an #UNDERDIM child with a LOWER number', async () => {
// SIE4 requires the parent to be declared before any #UNDERDIM that
// references it. A registry can hold a child whose sie_dim_no is LOWER
// than its parent's (dim 3 under dim 7 here), so a single numeric sort
// would emit the #UNDERDIM first — the two-pass emit (#DIM roots first,
// then #UNDERDIM) must keep the parent ahead.
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: null, error: null }, // prevPeriod
{ data: [], error: null }, // accounts
{
data: [
{ id: 'e1', entry_date: '2024-03-01', voucher_number: 1, voucher_series: 'A', description: 'Child below parent', status: 'posted' },
],
error: null,
},
{
data: [
{ journal_entry_id: 'e1', account_number: '5010', debit_amount: 700, credit_amount: 0, line_description: null, dimensions: { '3': 'UND1', '7': 'EMP1' } },
{ journal_entry_id: 'e1', account_number: '1930', debit_amount: 0, credit_amount: 700, line_description: null, dimensions: {} },
],
error: null,
},
{
// dim 3 is a child of dim 7 — numerically BEFORE its parent.
data: [
{ id: 'dim-3', sie_dim_no: 3, parent_sie_dim_no: 7, name: 'Underavdelning' },
{ id: 'dim-7', sie_dim_no: 7, parent_sie_dim_no: null, name: 'Anställd' },
],
error: null,
},
{
data: [
{ dimension_id: 'dim-3', code: 'UND1', name: 'Under 1' },
{ dimension_id: 'dim-7', code: 'EMP1', name: 'Anna' },
],
error: null,
},
{ data: [], error: null }, // RPC fallback
]
const output = await generateSIEExport(supabase, 'company-1', baseOptions)
expect(output).toContain('#DIM 7 "Anställd"')
expect(output).toContain('#UNDERDIM 3 "Underavdelning" 7')
// The parent #DIM must precede the child #UNDERDIM in the file.
expect(output.indexOf('#DIM 7 "Anställd"')).toBeLessThan(
output.indexOf('#UNDERDIM 3 "Underavdelning" 7'),
)
})
it('generates #UB for class 1-2 and #RES for class 3-8', async () => {
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
@@ -247,14 +459,14 @@ describe('generateSIEExport', () => {
},
{
data: [
{ journal_entry_id: 'e1', account_number: '1510', debit_amount: 1250, credit_amount: 0, line_description: null, cost_center: null, project: null },
{ journal_entry_id: 'e1', account_number: '3001', debit_amount: 0, credit_amount: 1000, line_description: null, cost_center: null, project: null },
{ journal_entry_id: 'e1', account_number: '2611', debit_amount: 0, credit_amount: 250, line_description: null, cost_center: null, project: null },
{ journal_entry_id: 'e1', account_number: '1510', debit_amount: 1250, credit_amount: 0, line_description: null, dimensions: {} },
{ journal_entry_id: 'e1', account_number: '3001', debit_amount: 0, credit_amount: 1000, line_description: null, dimensions: {} },
{ journal_entry_id: 'e1', account_number: '2611', debit_amount: 0, credit_amount: 250, line_description: null, dimensions: {} },
],
error: null,
},
{ data: [], error: null }, // cost_centers
{ data: [], error: null }, // projects
{ data: [], error: null }, // dimensions
{ data: [], error: null }, // dimension_values
{ data: [], error: null }, // RPC fallback
]
@@ -281,13 +493,13 @@ describe('generateSIEExport', () => {
},
{
data: [
{ journal_entry_id: 'e1', account_number: '1930', debit_amount: 100, credit_amount: 0, line_description: null, cost_center: null, project: null },
{ journal_entry_id: 'e1', account_number: '3001', debit_amount: 0, credit_amount: 100, line_description: null, cost_center: null, project: null },
{ journal_entry_id: 'e1', account_number: '1930', debit_amount: 100, credit_amount: 0, line_description: null, dimensions: {} },
{ journal_entry_id: 'e1', account_number: '3001', debit_amount: 0, credit_amount: 100, line_description: null, dimensions: {} },
],
error: null,
},
{ data: [], error: null }, // cost_centers
{ data: [], error: null }, // projects
{ data: [], error: null }, // dimensions
{ data: [], error: null }, // dimension_values
{ data: [], error: null }, // RPC fallback
]
@@ -303,8 +515,8 @@ describe('generateSIEExport', () => {
{ data: [], error: null }, // accounts
{ data: [], error: null }, // journal_entries
{ data: [], error: null }, // journal_entry_lines
{ data: [], error: null }, // cost_centers
{ data: [], error: null }, // projects
{ data: [], error: null }, // dimensions
{ data: [], error: null }, // dimension_values
{ data: [], error: null }, // RPC fallback
]
@@ -328,8 +540,8 @@ describe('generateSIEExport', () => {
{ data: [], error: null }, // accounts
{ data: [], error: null }, // journal_entries
{ data: [], error: null }, // journal_entry_lines
{ data: [], error: null }, // cost_centers
{ data: [], error: null }, // projects
{ data: [], error: null }, // dimensions
{ data: [], error: null }, // dimension_values
{ data: [], error: null }, // RPC fallback
]
@@ -346,8 +558,29 @@ describe('generateSIEExport', () => {
{ data: [], error: null }, // accounts
{ data: [], error: null }, // journal_entries
{ data: [], error: null }, // journal_entry_lines
{ data: [], error: null }, // cost_centers
{ data: [], error: null }, // projects
{ data: [], error: null }, // dimensions
{ data: [], error: null }, // dimension_values
{ data: [], error: null }, // RPC fallback
]
const output = await generateSIEExport(supabase, 'company-1', baseOptions)
expect(output).not.toContain('#DIM')
expect(output).not.toContain('#OBJEKT')
})
it('keeps seeded-but-unused system dimensions silent (no #DIM without values or tagged lines)', async () => {
// ensure_company_dimensions lazily seeds dims 1/6 for any company that
// touches the dimensions UI — a company that merely visited the register
// page must still get a dimension-free file.
results = [
{ data: { id: 'period-1', period_start: '2024-01-01', period_end: '2024-12-31' }, error: null },
{ data: null, error: null }, // prevPeriod
{ data: [], error: null }, // accounts
{ data: [], error: null }, // journal_entries
{ data: [], error: null }, // journal_entry_lines
{ data: [dimKostnadsstalle, dimProjekt], error: null }, // dimensions — seeded, valueless
{ data: [], error: null }, // dimension_values
{ data: [], error: null }, // RPC fallback
]
@@ -375,8 +608,8 @@ describe('generateSIEExport', () => {
}))
const lines = entries.flatMap((e, i) => [
{ id: `l${i * 2 + 1}`, journal_entry_id: e.id, account_number: '1510', debit_amount: 100, credit_amount: 0, line_description: null, cost_center: null, project: null },
{ id: `l${i * 2 + 2}`, journal_entry_id: e.id, account_number: '3001', debit_amount: 0, credit_amount: 100, line_description: null, cost_center: null, project: null },
{ id: `l${i * 2 + 1}`, journal_entry_id: e.id, account_number: '1510', debit_amount: 100, credit_amount: 0, line_description: null, dimensions: {} },
{ id: `l${i * 2 + 2}`, journal_entry_id: e.id, account_number: '3001', debit_amount: 0, credit_amount: 100, line_description: null, dimensions: {} },
])
// fetchAllRows paginates at PAGE_SIZE = 1000; chunk the mock data so the
@@ -399,8 +632,8 @@ describe('generateSIEExport', () => {
{ data: [], error: null }, // accounts
...paginate(entries), // journal_entries — 3 pages (1000 + 1000 + 500)
...paginate(lines), // journal_entry_lines — 5000 rows → 5 pages
{ data: [], error: null }, // cost_centers
{ data: [], error: null }, // projects
{ data: [], error: null }, // dimensions
{ data: [], error: null }, // dimension_values
{ data: [], error: null }, // RPC fallback
]
@@ -433,8 +666,8 @@ describe('generateSIEExport', () => {
{ data: [], error: null }, // accounts
{ data: [], error: null }, // journal_entries (no movements this period)
{ data: [], error: null }, // journal_entry_lines
{ data: [], error: null }, // cost_centers
{ data: [], error: null }, // projects
{ data: [], error: null }, // dimensions
{ data: [], error: null }, // dimension_values
// RPC fallback returns prior IBs derived from historical journal lines
{
data: [
@@ -464,8 +697,8 @@ describe('generateSIEExport', () => {
{ data: [], error: null }, // accounts
{ data: [], error: null }, // journal_entries
{ data: [], error: null }, // journal_entry_lines
{ data: [], error: null }, // cost_centers
{ data: [], error: null }, // projects
{ data: [], error: null }, // dimensions
{ data: [], error: null }, // dimension_values
// fetchAllRows page 1 — explicit OB entry lines
{
data: [
@@ -526,15 +759,15 @@ describe('generateSIEExport', () => {
// movement via obEntryId) and the real transfer's lines both flow through here.
{
data: [
{ id: 'l1', journal_entry_id: 'ob-entry-1', account_number: '1933', debit_amount: 96466.59, credit_amount: 0, line_description: 'IB 1933', cost_center: null, project: null },
{ id: 'l2', journal_entry_id: 'ob-entry-1', account_number: '2019', debit_amount: 0, credit_amount: 96466.59, line_description: null, cost_center: null, project: null },
{ id: 'l3', journal_entry_id: 'e2', account_number: '1930', debit_amount: 96466.59, credit_amount: 0, line_description: null, cost_center: null, project: null },
{ id: 'l4', journal_entry_id: 'e2', account_number: '1933', debit_amount: 0, credit_amount: 96466.59, line_description: null, cost_center: null, project: null },
{ id: 'l1', journal_entry_id: 'ob-entry-1', account_number: '1933', debit_amount: 96466.59, credit_amount: 0, line_description: 'IB 1933', dimensions: {} },
{ id: 'l2', journal_entry_id: 'ob-entry-1', account_number: '2019', debit_amount: 0, credit_amount: 96466.59, line_description: null, dimensions: {} },
{ id: 'l3', journal_entry_id: 'e2', account_number: '1930', debit_amount: 96466.59, credit_amount: 0, line_description: null, dimensions: {} },
{ id: 'l4', journal_entry_id: 'e2', account_number: '1933', debit_amount: 0, credit_amount: 96466.59, line_description: null, dimensions: {} },
],
error: null,
},
{ data: [], error: null }, // cost_centers
{ data: [], error: null }, // projects
{ data: [], error: null }, // dimensions
{ data: [], error: null }, // dimension_values
// fetchAllRows for OB entry lines (opening_balance_entry_id is set)
{
data: [
+221 -37
View File
@@ -1,9 +1,12 @@
import type { SupabaseClient } from '@supabase/supabase-js'
import { fetchAllRows } from '@/lib/supabase/fetch-all'
import { getBranding } from '@/lib/branding/service'
import { createLogger } from '@/lib/logger'
import { getOpeningBalances } from './opening-balances'
import type { SIEExportOptions, JournalEntry, JournalEntryLine, BASAccount } from '@/types'
const log = createLogger('reports:sie-export')
function sanitizeProgramName(str: string): string {
return str.replace(/"/g, '').replace(/[\r\n]/g, ' ').substring(0, 60)
}
@@ -142,19 +145,21 @@ export async function generateSIEExport(
entry.lines = linesByEntryId.get(entry.id) || []
}
// Fetch cost centers and projects for dimension records
const { data: costCenters } = await supabase
.from('cost_centers')
.select('*')
// Fetch the dimension registry (#DIM/#UNDERDIM + #OBJEKT source).
// Deliberately NO is_active filter: lines referencing archived codes still
// serialize into #TRANS object lists, and Visma rejects files whose #TRANS
// references an undeclared #OBJEKT (plan §5 latent bug #2 — the legacy
// cost_centers/projects read filtered is_active=true and dropped them).
const { data: registryDimensions } = await supabase
.from('dimensions')
.select('id, sie_dim_no, parent_sie_dim_no, name')
.eq('company_id', companyId)
.eq('is_active', true)
.order('code')
.order('sie_dim_no')
const { data: projects } = await supabase
.from('projects')
.select('*')
const { data: registryValues } = await supabase
.from('dimension_values')
.select('dimension_id, code, name')
.eq('company_id', companyId)
.eq('is_active', true)
.order('code')
const lines: string[] = []
@@ -183,25 +188,10 @@ export async function generateSIEExport(
lines.push(`#RAR -1 ${dateStringToSIE(prevPeriod.period_start)} ${dateStringToSIE(prevPeriod.period_end)}`)
}
// === Dimension definitions ===
// SIE standard: dimension 1 = kostnadsställe, dimension 6 = projekt
const hasCostCenters = costCenters && costCenters.length > 0
const hasProjects = projects && projects.length > 0
if (hasCostCenters) {
lines.push('#DIM 1 "Kostnadsställe"')
}
if (hasProjects) {
lines.push('#DIM 6 "Projekt"')
}
// === Dimension objects (#OBJEKT) ===
for (const cc of costCenters || []) {
lines.push(`#OBJEKT 1 "${escapeQuotes(cc.code)}" "${escapeQuotes(cc.name)}"`)
}
for (const proj of projects || []) {
lines.push(`#OBJEKT 6 "${escapeQuotes(proj.code)}" "${escapeQuotes(proj.name)}"`)
}
// === Dimension definitions (#DIM / #UNDERDIM) + objects (#OBJEKT) ===
lines.push(
...buildDimensionSection(registryDimensions ?? [], registryValues ?? [], allLines)
)
// === Chart of accounts ===
for (const account of (accounts as BASAccount[]) || []) {
@@ -257,14 +247,12 @@ export async function generateSIEExport(
? ` "${escapeQuotes(line.line_description)}"`
: ''
// Build dimension object list for #TRANS line
const dimParts: string[] = []
if (line.cost_center) {
dimParts.push(`1 "${escapeQuotes(line.cost_center)}"`)
}
if (line.project) {
dimParts.push(`6 "${escapeQuotes(line.project)}"`)
}
// Build dimension object list for #TRANS from the jsonb map — the
// single source of truth. The legacy cost_center/project columns are
// derived mirrors of keys '1'/'6' and are no longer read here.
const dimParts = lineDimensionEntries(line.dimensions).map(
([dimNo, code]) => `${dimNo} "${escapeQuotes(code)}"`
)
const objList = dimParts.length > 0 ? `{${dimParts.join(' ')}}` : '{}'
lines.push(`\t#TRANS ${line.account_number} ${objList} ${formatAmount(amount)} ${entryDate}${lineDesc}`)
@@ -334,6 +322,202 @@ function escapeQuotes(str: string): string {
return str.replace(/"/g, '\\"')
}
// ── Dimensions (#DIM / #UNDERDIM / #OBJEKT) ─────────────────────────────────
interface RegistryDimension {
id: string
sie_dim_no: number
parent_sie_dim_no: number | null
name: string
}
interface RegistryValue {
dimension_id: string
code: string
name: string
}
/**
* SIE reserved dimension numbers. Used to synthesize a #DIM declaration for
* dimension numbers referenced by exported lines but absent from the registry
* — free-text writers can still mint arbitrary numbers until the write-path
* PR lands, and an undeclared dimension would make importers reject the file.
* Dim 2 (kostnadsbärare) is a reserved sub-dimension of 1 → #UNDERDIM.
*/
const SIE_RESERVED_DIMENSIONS: Record<number, { name: string; parent?: number }> = {
1: { name: 'Kostnadsställe' },
2: { name: 'Kostnadsbärare', parent: 1 },
6: { name: 'Projekt' },
7: { name: 'Anställd' },
8: { name: 'Kund' },
9: { name: 'Leverantör' },
10: { name: 'Faktura' },
}
/**
* Normalize a line's jsonb dimensions map ({"1":"KS01","6":"P001"}) into
* [dimNo, code] entries sorted by numeric dimension number. Defensive on
* shape: non-numeric keys and blank codes are skipped, and duplicate keys
* ('01' vs '1') collapse onto the canonical number with last-write-wins —
* mirroring normalizeLineDimensions in lib/bookkeeping/dimension-resolver.ts.
*/
function lineDimensionEntries(dimensions: unknown): Array<[number, string]> {
if (!dimensions || typeof dimensions !== 'object' || Array.isArray(dimensions)) {
return []
}
const byDimNo = new Map<number, string>()
for (const [key, value] of Object.entries(dimensions as Record<string, unknown>)) {
if (!/^\d+$/.test(key)) continue
const dimNo = Number(key)
if (dimNo < 1) continue
const code = typeof value === 'string' ? value.trim() : ''
if (!code) continue
byDimNo.set(dimNo, code)
}
return [...byDimNo.entries()].sort((a, b) => a[0] - b[0])
}
/**
* Build the #DIM/#UNDERDIM + #OBJEKT section from the dimension registry and
* the exported journal lines.
*
* Completeness guarantee: every (dimNo, code) pair referenced by any exported
* line gets an #OBJEKT record — registry rows contribute their name, orphan
* codes (no registry row) synthesize name = code, and dimension numbers with
* no registry row synthesize a #DIM from the SIE reserved-number seed. A file
* whose #TRANS references an undeclared object is rejected by Visma et al.
*
* Silence guarantee: registry dimensions with no values and no line
* references (e.g. lazily seeded system dims 1/6 that were never used) emit
* nothing, so companies that never touch dimensions keep dimension-free files.
*/
function buildDimensionSection(
registryDimensions: RegistryDimension[],
registryValues: RegistryValue[],
journalLines: JournalEntryLine[]
): string[] {
// Defence in depth: a value row whose dimension_id doesn't resolve in
// dimNoById is skipped by construction (the `continue` below). Both fetches
// are scoped to the same company_id (query filter + RLS), so every
// dimension_id in registryValues should resolve; a miss can only mean the
// dimension row vanished mid-export — skipping just omits its #OBJEKT,
// never leaks a foreign company's data into the file.
const dimsByNo = new Map<number, RegistryDimension>()
const dimNoById = new Map<string, number>()
for (const dim of registryDimensions) {
dimsByNo.set(dim.sie_dim_no, dim)
dimNoById.set(dim.id, dim.sie_dim_no)
}
// Registry values grouped by dimension number: dimNo → (code → name)
const valuesByDimNo = new Map<number, Map<string, string>>()
for (const value of registryValues) {
const dimNo = dimNoById.get(value.dimension_id)
if (dimNo === undefined) continue
let codeMap = valuesByDimNo.get(dimNo)
if (!codeMap) {
codeMap = new Map()
valuesByDimNo.set(dimNo, codeMap)
}
if (!codeMap.has(value.code)) codeMap.set(value.code, value.name)
}
// (dimNo, code) pairs referenced by exported lines
const referencedByDimNo = new Map<number, Set<string>>()
for (const line of journalLines) {
for (const [dimNo, code] of lineDimensionEntries(line.dimensions)) {
let codes = referencedByDimNo.get(dimNo)
if (!codes) {
codes = new Set()
referencedByDimNo.set(dimNo, codes)
}
codes.add(code)
}
}
const emitDimNos = new Set<number>([
...valuesByDimNo.keys(),
...referencedByDimNo.keys(),
])
const declarationFor = (dimNo: number): { name: string; parent: number | null } => {
const dim = dimsByNo.get(dimNo)
if (dim) return { name: dim.name, parent: dim.parent_sie_dim_no ?? null }
const reserved = SIE_RESERVED_DIMENSIONS[dimNo]
return { name: reserved?.name ?? `Dimension ${dimNo}`, parent: reserved?.parent ?? null }
}
// An #UNDERDIM must not reference an undeclared parent — pull parents into
// the emit set transitively (the has-guard also breaks registry cycles).
const pending = [...emitDimNos]
while (pending.length > 0) {
const { parent } = declarationFor(pending.pop()!)
if (parent !== null && !emitDimNos.has(parent)) {
emitDimNos.add(parent)
pending.push(parent)
}
}
const sortedDimNos = [...emitDimNos].sort((a, b) => a - b)
const out: string[] = []
// Synthesized placeholders collected for the operator warning below:
// #DIM "Dimension n" fallbacks and #OBJEKT rows with name = code.
const synthesizedDimNos: number[] = []
const orphanObjects: Array<{ dimNo: number; code: string }> = []
// Two passes: every root #DIM first (sorted by sie_dim_no), then every
// #UNDERDIM (sorted by sie_dim_no). SIE4 requires a parent to be declared
// before any #UNDERDIM referencing it, and a child may carry a LOWER
// number than its parent — so a single numeric sort is not enough.
for (const dimNo of sortedDimNos) {
const { name, parent } = declarationFor(dimNo)
if (parent !== null) continue
if (!dimsByNo.has(dimNo) && !SIE_RESERVED_DIMENSIONS[dimNo]) {
synthesizedDimNos.push(dimNo)
}
out.push(`#DIM ${dimNo} "${escapeQuotes(name)}"`)
}
// "Dimension n" fallbacks never carry a parent (declarationFor only
// assigns parents from the registry or the reserved seed), so #UNDERDIM
// lines are never synthesized placeholders.
for (const dimNo of sortedDimNos) {
const { name, parent } = declarationFor(dimNo)
if (parent === null) continue
out.push(`#UNDERDIM ${dimNo} "${escapeQuotes(name)}" ${parent}`)
}
for (const dimNo of sortedDimNos) {
const registry = valuesByDimNo.get(dimNo) ?? new Map<string, string>()
const codes = new Set<string>([
...registry.keys(),
...(referencedByDimNo.get(dimNo) ?? []),
])
for (const code of [...codes].sort((a, b) => a.localeCompare(b, 'sv'))) {
const registryName = registry.get(code)
if (registryName === undefined) {
orphanObjects.push({ dimNo, code })
}
out.push(
`#OBJEKT ${dimNo} "${escapeQuotes(code)}" "${escapeQuotes(registryName ?? code)}"`
)
}
}
// Operators must know the file contains synthesized placeholder names
// (BFNAR 2013:2 behandlingshistorik) — one structured warning listing the
// pairs; silent when the registry covered everything.
if (orphanObjects.length > 0 || synthesizedDimNos.length > 0) {
log.warn('SIE export synthesized placeholder dimension declarations', {
orphanObjects,
synthesizedDimNos,
})
}
return out
}
/**
* Calculate net balances per account from journal entries
*/
+54
View File
@@ -81,6 +81,7 @@
"transactions": "Transactions",
"bookkeeping": "Bookkeeping",
"chart_of_accounts": "Chart of accounts",
"dimensions": "Cost centres & projects",
"assets": "Fixed assets",
"reports": "Reports",
"budgets": "Budgets",
@@ -3394,6 +3395,59 @@
"toast_activated_title": "Account activated",
"toast_activated_description": "Account {number} has been added to your chart of accounts"
},
"dimensions": {
"new_value": "New value",
"new_value_title": "New value {dimension}",
"edit_value_title": "Edit value",
"search_placeholder": "Search by code or name…",
"col_code": "Code",
"col_name": "Name",
"col_status": "Status",
"col_start": "Start",
"col_end": "End",
"status_active": "Active",
"status_archived": "Archived",
"load_failed_title": "Could not load the register",
"load_failed_description": "Try again in a moment.",
"retry": "Try again",
"empty_title": "No values yet",
"empty_description": "Create values for {dimension} to tag journal lines and follow up results.",
"no_search_results_title": "No matches",
"no_search_results_description": "No value matches “{term}”.",
"viewer_disabled_tooltip": "You have read-only access and cannot create values",
"created_title": "Value created",
"created_description": "{code} has been added to the register.",
"updated_title": "Value updated",
"deleted_title": "Value deleted",
"save_failed_title": "Could not save",
"delete_failed_title": "Could not delete",
"form_code_label": "Code",
"form_code_help": "120 characters: letters, digits and _ + -",
"form_code_immutable_help": "The code cannot be changed after the value has been created.",
"form_code_invalid": "Invalid code: 120 characters, only letters, digits and _ + -",
"form_name_label": "Name",
"form_name_invalid": "Enter a name (1120 characters).",
"form_active_label": "Active",
"form_active_help": "Archived values are hidden in pickers but remain on posted vouchers.",
"form_start_label": "Start date",
"form_end_label": "End date",
"form_date_order_invalid": "The end date cannot be before the start date.",
"form_create": "Create",
"form_save": "Save",
"form_delete": "Delete",
"delete_confirm_title": "Delete this value?",
"delete_confirm_description": "“{code}” will be permanently deleted. Values used on posted vouchers cannot be deleted — archive them instead.",
"delete_confirm_label": "Delete",
"delete_cancel_label": "Cancel",
"settings_heading": "Cost centres & projects",
"settings_toggle_label": "Enable cost centres & projects",
"settings_toggle_help": "Shows the register in the menu and lets you tag journal lines with cost centre and project.",
"settings_imported_toast_title": "Existing codes imported",
"settings_imported_toast": "{count, plural, one {1 existing code was imported} other {# existing codes were imported}}",
"settings_import_failed_title": "Could not import existing codes",
"settings_save_failed_title": "Could not save the setting",
"settings_open_register": "Open cost centres & projects"
},
"tic_workspace": {
"toast_settings_failed": "Could not fetch settings",
"toast_profile_failed": "Could not fetch company profile",
+54
View File
@@ -81,6 +81,7 @@
"transactions": "Transaktioner",
"bookkeeping": "Bokföring",
"chart_of_accounts": "Kontoplan",
"dimensions": "Kostnadsställen & projekt",
"assets": "Anläggningstillgångar",
"reports": "Rapporter",
"budgets": "Budgetar",
@@ -3394,6 +3395,59 @@
"toast_activated_title": "Konto aktiverat",
"toast_activated_description": "Konto {number} har lagts till i din kontoplan"
},
"dimensions": {
"new_value": "Nytt värde",
"new_value_title": "Nytt värde {dimension}",
"edit_value_title": "Redigera värde",
"search_placeholder": "Sök på kod eller namn…",
"col_code": "Kod",
"col_name": "Namn",
"col_status": "Status",
"col_start": "Start",
"col_end": "Slut",
"status_active": "Aktiv",
"status_archived": "Arkiverad",
"load_failed_title": "Kunde inte hämta registret",
"load_failed_description": "Försök igen om en stund.",
"retry": "Försök igen",
"empty_title": "Inga värden ännu",
"empty_description": "Skapa värden för {dimension} för att kunna tagga verifikatrader och följa upp resultatet.",
"no_search_results_title": "Inga träffar",
"no_search_results_description": "Inget värde matchar ”{term}”.",
"viewer_disabled_tooltip": "Du har läsbehörighet och kan inte skapa värden",
"created_title": "Värde skapat",
"created_description": "{code} har lagts till i registret.",
"updated_title": "Värde uppdaterat",
"deleted_title": "Värde borttaget",
"save_failed_title": "Kunde inte spara",
"delete_failed_title": "Kunde inte ta bort",
"form_code_label": "Kod",
"form_code_help": "120 tecken: bokstäver, siffror samt _ + -",
"form_code_immutable_help": "Koden kan inte ändras efter att värdet har skapats.",
"form_code_invalid": "Ogiltig kod: 120 tecken, endast bokstäver, siffror samt _ + -",
"form_name_label": "Namn",
"form_name_invalid": "Ange ett namn (1120 tecken).",
"form_active_label": "Aktivt",
"form_active_help": "Arkiverade värden döljs i väljare men finns kvar på bokförda verifikat.",
"form_start_label": "Startdatum",
"form_end_label": "Slutdatum",
"form_date_order_invalid": "Slutdatum kan inte vara före startdatum.",
"form_create": "Skapa",
"form_save": "Spara",
"form_delete": "Ta bort",
"delete_confirm_title": "Ta bort värdet?",
"delete_confirm_description": "”{code}” tas bort permanent. Värden som används på bokförda verifikat kan inte tas bort — arkivera dem istället.",
"delete_confirm_label": "Ta bort",
"delete_cancel_label": "Avbryt",
"settings_heading": "Kostnadsställen & projekt",
"settings_toggle_label": "Aktivera kostnadsställen & projekt",
"settings_toggle_help": "Visar registret i menyn och gör det möjligt att tagga verifikatrader med kostnadsställe och projekt.",
"settings_imported_toast_title": "Befintliga koder importerade",
"settings_imported_toast": "{count, plural, one {1 befintlig kod importerades} other {# befintliga koder importerades}}",
"settings_import_failed_title": "Kunde inte importera befintliga koder",
"settings_save_failed_title": "Kunde inte spara inställningen",
"settings_open_register": "Öppna kostnadsställen & projekt"
},
"tic_workspace": {
"toast_settings_failed": "Kunde inte hämta inställningar",
"toast_profile_failed": "Kunde inte hämta företagsprofil",
@@ -0,0 +1,17 @@
-- Dimensions registry (PR2 of the dimensions plan — dev_docs/dimensions_implementation_plan.md §4)
--
-- Adds the per-company UI toggle for the kostnadsställe/projekt registry.
-- UI-visibility only, NEVER load-bearing for correctness: dimension data
-- written via API/MCP/SIE is always validated regardless of this flag, and
-- reports never consult it. Free tier by founder decision 2026-07-02 — no
-- entitlement gating anywhere in the dimensions feature.
--
-- pg-test: skip (plain column addition, no trigger/RPC/RLS)
ALTER TABLE public.company_settings
ADD COLUMN dimensions_enabled boolean NOT NULL DEFAULT false;
COMMENT ON COLUMN public.company_settings.dimensions_enabled IS
'UI-visibility toggle for kostnadsställen & projekt (dimensions registry, pickers, report filters). Never load-bearing for correctness — data written via API/MCP/SIE import is validated regardless. SIE import that finds dimensions may flip this on with a notice.';
NOTIFY pgrst, 'reload schema';
+1
View File
@@ -587,6 +587,7 @@ export function makeCompanySettings(
reminder_fee_enabled: true,
reminder_fee_amount: 60,
reminder_interest_rate_override: null,
dimensions_enabled: false,
logo_url: null,
onboarding_step: 6,
onboarding_complete: true,
+4
View File
@@ -306,6 +306,10 @@ export interface CompanySettings {
// Sector
sector_slug: string | null
// Dimensions (kostnadsställe/projekt) — UI-visibility toggle only, never
// load-bearing for correctness. Free tier (founder decision 2026-07-02).
dimensions_enabled: boolean
// Sandbox
is_sandbox: boolean