816b1769c8
* feat(dimensions): PR6 retro-tagging — audited retag carve-out, workbench, staged MCP tool
Tier-2 retro-tagging (founder decision №1, approved 2026-07-02): posted
entries in OPEN periods can have their dimension tags changed through ONE
audited path — everything about the verifikat itself stays immutable.
Carve-out (migration 20260702170000): the line-immutability trigger gains a
single narrow branch — while the transaction-local GUC set by the RPC is
active, an UPDATE of a posted line is admitted iff every non-dimension
column is unchanged, enforced by a whole-row to_jsonb diff (any future
column is protected by construction; mirrors cost_center/project are in the
changeable set because they are derived views of dimensions['1']/['6']).
Precedent: mark_entry_as_opening_balance (20260613120000).
retag_line_dimensions RPC: tenant guard (20260619130100 pattern), writer
gate (viewers rejected), posted-only, open period + company lock date
enforced, every code validated against the ACTIVE registry, immutable
dimension_retag_log row (before/after/actor/reason, INSERT-only via its own
trigger, no FKs so the trail survives hard-deletes) written BEFORE the
carve-out UPDATE. Idempotent no-op without a log row. Untag ({}) supported.
Legal position per the plan: dimensions are internredovisning metadata, not
BFL 5 kap 7§ verifikat content — this is strictly more conservative than
Fortnox/Visma (dimension-only diffs, open periods only, immutable log,
storno past locks — Tier 3 has no exceptions).
Mandatory pg suite (11 tests): GUC-less updates still blocked; amounts/
description can never change even under the GUC (transaction-local);
closed/locked/lock-date, role, registry, draft and cross-tenant rejections;
log immutability; gnubok.allow_delete bulk path unaffected.
UX (all writes through the ONE RPC): pencil on posted-voucher lines in
bookkeeping/[id] ("Påverkar endast internredovisningen, inte verifikatet")
+ retag-history card; BulkTagWorkbench at /dimensions/tagging (filters,
shift-select, merge vs "Ersätt tagg" replace mode, reversal-pair warning
with "Inkludera motverifikat" auto-selection, per-line failure display).
MCP: gnubok_tag_journal_lines (bookkeeping:write) — filter block resolved
via resolve-don't-select, ≤500 lines, staged via pending_operations (new
op type migration 20260702171000, medium risk tier, shared Zod validation
boundary between staging and commit; executor loops the RPC per line with
partial-success aggregation).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(dimensions): address #867 review — SQLSTATE classification, blocking storno confirm, documented divergence
- Retag route classifies RPC errors by SQLSTATE instead of message-regex:
P0001 (every rule violation in the RPC) → 409 verbatim, 42501 (tenant
guard) → 403, anything else → logged 500 with a generic message. No more
substring sniffing.
- The workbench's storno-pair warning escalates to a BLOCKING confirmation
naming the unselected counter-vouchers before apply (Srf U 14 gross
reporting — one-legged retags silently skew project P&L; the banner alone
was advisory).
- The empty-bag divergence is now documented on both schemas as intentional:
the direct dialog/workbench path allows {} (human untags phantom codes,
logged with reason), the MCP staged path rejects it (agents never
bulk-clear history).
Triage notes: the log's missing FKs are the point (behandlingshistorik must
survive undo_sie_import hard-deletes — a cascade would erase the trail);
SIE exports are generated fresh on demand, never cached, so post-retag
exports carry the new object lists automatically; date-scoped registry
values are deliberately not enforced at retag because entry creation does
not enforce them either — enforcing in one path only would be incoherent
(both belong to the PR10 rules engine).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
---------
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
152 lines
4.9 KiB
TypeScript
152 lines
4.9 KiB
TypeScript
'use client'
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import { useEffect, useState } from 'react'
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import { Loader2 } from 'lucide-react'
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import {
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Dialog,
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DialogContent,
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DialogDescription,
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DialogFooter,
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DialogHeader,
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DialogTitle,
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} from '@/components/ui/dialog'
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import { Button } from '@/components/ui/button'
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import { Input } from '@/components/ui/input'
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import { Label } from '@/components/ui/label'
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import { useToast } from '@/components/ui/use-toast'
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import LineDimensionFields from '@/components/dimensions/LineDimensionFields'
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import { AccountNumber } from '@/components/ui/account-number'
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export interface RetagLine {
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id: string
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account_number: string
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line_description: string | null
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debit_amount: number
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credit_amount: number
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dimensions?: Record<string, string> | null
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}
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interface Props {
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open: boolean
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onOpenChange: (open: boolean) => void
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line: RetagLine | null
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/** Fired after a successful retag so the host refetches the entry. */
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onRetagged: () => void
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}
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/**
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* Tier-2 retro-tagging on a posted voucher line (dimensions plan PR6).
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* Edits ONLY the dimension tags via the audited retag RPC; the verifikat
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* itself is untouchable. Dims other than 1/6 pass through unedited (same
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* merge semantics as the voucher editor). Hardcoded Swedish — voucher
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* detail is a stays-Swedish surface.
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*/
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export default function RetagLineDialog({ open, onOpenChange, line, onRetagged }: Props) {
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const { toast } = useToast()
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const [dims, setDims] = useState<Record<string, string>>({})
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const [reason, setReason] = useState('')
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const [isSaving, setIsSaving] = useState(false)
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const [error, setError] = useState<string | null>(null)
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useEffect(() => {
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if (open && line) {
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setDims({ ...(line.dimensions ?? {}) })
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setReason('')
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setError(null)
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}
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}, [open, line])
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if (!line) return null
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const amount = Number(line.debit_amount) > 0 ? Number(line.debit_amount) : Number(line.credit_amount)
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const side = Number(line.debit_amount) > 0 ? 'Debet' : 'Kredit'
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const handleChange = (dimNo: string, code: string | null) => {
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setDims((prev) => {
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const next = { ...prev }
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if (code) next[dimNo] = code
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else delete next[dimNo]
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return next
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})
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}
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const handleSave = async () => {
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setIsSaving(true)
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setError(null)
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try {
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const res = await fetch(`/api/bookkeeping/journal-entry-lines/${line.id}/retag`, {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({ dimensions: dims, reason }),
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})
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const payload = await res.json()
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if (!res.ok) {
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setError(typeof payload.error === 'string' ? payload.error : 'Kunde inte ändra dimensioner')
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return
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}
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if (payload.data?.changed === false) {
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toast({ title: 'Inga ändringar', description: 'Dimensionerna var redan de valda.' })
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} else {
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toast({ title: 'Dimensioner ändrade', description: 'Ändringen är loggad i ändringshistoriken.' })
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}
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onOpenChange(false)
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onRetagged()
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} catch {
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setError('Kunde inte ändra dimensioner')
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} finally {
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setIsSaving(false)
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}
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}
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const reasonValid = reason.trim().length >= 3
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return (
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<Dialog open={open} onOpenChange={onOpenChange}>
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<DialogContent className="sm:max-w-md">
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<DialogHeader>
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<DialogTitle>Ändra dimensioner</DialogTitle>
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<DialogDescription>
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Påverkar endast internredovisningen, inte verifikatet. Ändringen
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loggas med före/efter och anledning.
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</DialogDescription>
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</DialogHeader>
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<div className="rounded-lg border border-border p-3 text-sm">
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<AccountNumber number={line.account_number} showName />
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<div className="mt-1 flex items-center justify-between text-muted-foreground">
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<span className="truncate">{line.line_description || '—'}</span>
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<span className="tabular-nums shrink-0 ml-3">
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{amount.toLocaleString('sv-SE', { minimumFractionDigits: 2 })} kr {side}
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</span>
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</div>
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</div>
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<LineDimensionFields dimensions={dims} onChange={handleChange} />
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<div className="space-y-2">
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<Label htmlFor="retag-reason">Anledning</Label>
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<Input
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id="retag-reason"
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value={reason}
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onChange={(e) => setReason(e.target.value)}
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placeholder="t.ex. Raden hörde till projekt P002"
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maxLength={500}
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/>
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</div>
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{error && <p className="text-sm text-destructive">{error}</p>}
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<DialogFooter>
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<Button variant="outline" onClick={() => onOpenChange(false)} disabled={isSaving}>
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Avbryt
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</Button>
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<Button onClick={handleSave} disabled={isSaving || !reasonValid}>
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{isSaving && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
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Spara ändring
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</Button>
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</DialogFooter>
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</DialogContent>
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</Dialog>
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)
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}
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