Files
accounted/lib/bookkeeping/__tests__/dimension-rules.test.ts
T
Jakob Wennberg 764348e99c feat(dimensions): PR10 advanced — custom dimensions, hierarchy, account rules, commit enforcement (#886)
* feat(dimensions): PR10 advanced — custom dimensions, hierarchy, account rules, commit enforcement

The final rung of the dimensions ladder
(dev_docs/dimensions_implementation_plan.md §7 row 10):

- custom dimensions: POST /api/dimensions creates registry dims (next free
  SIE number >= 20 when omitted; explicit numbers allowed — SIE import
  already mints reserved ones); register gets a 'Ny dimension' dialog with
  a quiet Avancerat disclosure for the #UNDERDIM parent; GET now carries
  parent_sie_dim_no (the column + SIE round-trip existed since PR1/PR5 —
  this exposes it)
- account_dimension_rules (migration 20260703120000): one rule per
  (account, dimension) — required / default / fixed, per-rule is_active,
  company-scoped RLS, composite FK to the registry, value-presence CHECK
- enforcement, opt-in BY CONSTRUCTION (zero rules = engine byte-identical;
  deliberately NO settings toggle — a rule that exists but is ignored is
  worse than either extreme): default/fixed apply onto line bags at draft
  creation (fixed overwrites, default fills); required asserts at
  commitEntry with a Swedish MANDATORY_DIMENSION_MISSING naming every
  account + dimension; the bulk-book route runs the same policy before its
  RPC; storno/correction paths never pass through commitEntry so history
  always reverses regardless of policy; rule fetches fail open incl.
  thrown exceptions
- chart of accounts: per-account Dimensionsregler section in
  EditAccountDialog (Krävs/Förval/Låst, value picker, pause switch),
  gated on the existing dimensions toggle, quiet when empty
- pickers: LineDimensionFields is registry-driven (one combobox per active
  dimension, cached fetch, hardcoded 1/6 fallback) — every existing mount
  lights up custom dims with zero changes
- agent briefing: per-dimension required_on_accounts/default_on_accounts
  so agents self-correct instead of bouncing off the policy error
- rules CRUD API with existence/active/company validation and qualified
  DTO ids; firm_id FK deferred until the firms table lands (per plan)

39 new tests (pure-fn rules, engine enforcement, both new API surfaces,
pg-real RLS/CHECK/cascade suite); full suite 6,791 green; migration
replayed on a fresh container.

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

* fix: renumber migration to 20260703200000 — version collision with prod

The concurrent session shipped pending_operations_add_link_document_to_voucher
as 20260703120000 today; the Supabase preview branch (cloned from prod)
rejected the duplicate version key.

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

* fix: review round — auto-pick retry on collision, fail-open warnings, query schema

- POST /api/dimensions retries once past a concurrent number claim when the
  number was auto-picked (explicit choices still 409)
- every fail-open skip of the dimension-rules policy now logs a structured
  warning (engine draft/commit paths + bulk-book) — deliberate fail-open,
  but observable
- GET /api/dimensions/rules validates its query through
  ListDimensionRulesQuerySchema instead of an inline regex

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

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-03 16:50:28 +02:00

256 lines
8.6 KiB
TypeScript

/**
* Pure-function tests for the account dimension rule layer (dimensions PR10).
*
* applyDimensionRules: 'default' fills only absent bag keys, 'fixed' always
* overwrites (including alias-sourced values, with the deprecated aliases
* cleared on changed lines), and the zero-effect paths preserve array/line
* identity so the common rule-less booking allocates nothing.
*
* assertMandatoryDimensions: throws MandatoryDimensionMissingError with one
* violation per (account, dimension) regardless of line count, treats
* alias-sourced values as satisfying (normalize folds them into the bag),
* and no-ops when no 'required' rule exists.
*/
import { describe, it, expect } from 'vitest'
import {
applyDimensionRules,
assertMandatoryDimensions,
type AccountDimensionRule,
} from '../dimension-rules'
import {
MANDATORY_DIMENSION_MISSING,
MandatoryDimensionMissingError,
} from '../dimension-errors'
interface TestLine {
account_number: string
dimensions?: Record<string, string> | null
cost_center?: string | null
project?: string | null
}
function makeRule(overrides: Partial<AccountDimensionRule> = {}): AccountDimensionRule {
return {
account_number: '4010',
rule_type: 'default',
sie_dim_no: '6',
dimension_name: 'Projekt',
value_code: 'P001',
...overrides,
}
}
describe('applyDimensionRules', () => {
it('default fills only absent keys — caller-set keys win', () => {
const lines: TestLine[] = [
{ account_number: '4010', dimensions: { '6': 'CALLER' } },
]
const rules = [
makeRule({ rule_type: 'default', sie_dim_no: '6', value_code: 'PDEF' }),
makeRule({
rule_type: 'default',
sie_dim_no: '1',
dimension_name: 'Kostnadsställe',
value_code: 'KS01',
}),
]
const out = applyDimensionRules(lines, rules)
// Absent key '1' filled; present key '6' untouched.
expect(out[0].dimensions).toEqual({ '6': 'CALLER', '1': 'KS01' })
// The input line object was not mutated.
expect(lines[0].dimensions).toEqual({ '6': 'CALLER' })
})
it('default does not override an alias-sourced value (line identity preserved)', () => {
const lines: TestLine[] = [{ account_number: '4010', cost_center: 'KS-ALIAS' }]
const rules = [
makeRule({
rule_type: 'default',
sie_dim_no: '1',
dimension_name: 'Kostnadsställe',
value_code: 'KS99',
}),
]
// normalize folds cost_center into key '1', so the default has nothing to
// fill — nothing applies and the SAME array comes back.
expect(applyDimensionRules(lines, rules)).toBe(lines)
expect(lines[0].cost_center).toBe('KS-ALIAS')
})
it('fixed overwrites an alias-sourced value and clears the aliases', () => {
const lines: TestLine[] = [{ account_number: '4010', cost_center: 'OLD' }]
const rules = [
makeRule({
rule_type: 'fixed',
sie_dim_no: '1',
dimension_name: 'Kostnadsställe',
value_code: 'KS99',
}),
]
const out = applyDimensionRules(lines, rules)
expect(out[0].dimensions).toEqual({ '1': 'KS99' })
// Aliases nulled so downstream normalization cannot resurrect 'OLD'.
expect(out[0].cost_center).toBeNull()
expect(out[0].project).toBeNull()
})
it('fixed overwrites a caller-supplied bag value', () => {
const lines: TestLine[] = [{ account_number: '4010', dimensions: { '6': 'CALLER' } }]
const rules = [makeRule({ rule_type: 'fixed', sie_dim_no: '6', value_code: 'PLOCK' })]
const out = applyDimensionRules(lines, rules)
expect(out[0].dimensions).toEqual({ '6': 'PLOCK' })
})
it('a fixed rule already satisfied is a no-op — same array identity', () => {
const lines: TestLine[] = [{ account_number: '4010', dimensions: { '6': 'P001' } }]
const rules = [makeRule({ rule_type: 'fixed', sie_dim_no: '6', value_code: 'P001' })]
expect(applyDimensionRules(lines, rules)).toBe(lines)
})
it('untouched lines keep identity while changed lines are copied', () => {
const lines: TestLine[] = [
{ account_number: '4010' },
{ account_number: '1930', dimensions: { '1': 'KS01' } },
]
const rules = [makeRule({ rule_type: 'fixed', sie_dim_no: '6', value_code: 'P001' })]
const out = applyDimensionRules(lines, rules)
expect(out).not.toBe(lines)
expect(out[0]).not.toBe(lines[0])
expect(out[0].dimensions).toEqual({ '6': 'P001' })
// The 1930 line has no rule — the exact same object rides through.
expect(out[1]).toBe(lines[1])
})
it('returns the same array for zero rules and for required-only rules', () => {
const lines: TestLine[] = [{ account_number: '4010' }]
expect(applyDimensionRules(lines, [])).toBe(lines)
// 'required' rules carry no value — they never apply at draft time.
expect(
applyDimensionRules(lines, [
makeRule({ rule_type: 'required', value_code: null }),
]),
).toBe(lines)
})
it('rules for other accounts do not leak onto unrelated lines', () => {
const lines: TestLine[] = [{ account_number: '4010' }]
const rules = [
makeRule({ account_number: '5010', rule_type: 'fixed', value_code: 'P001' }),
makeRule({ account_number: '5010', rule_type: 'default', value_code: 'P002' }),
]
expect(applyDimensionRules(lines, rules)).toBe(lines)
expect(lines[0].dimensions).toBeUndefined()
})
})
describe('assertMandatoryDimensions', () => {
const requiredProjekt = makeRule({ rule_type: 'required', value_code: null })
it('throws with one deduped violation across multiple missing lines', () => {
const lines: TestLine[] = [
{ account_number: '4010', dimensions: {} },
{ account_number: '4010' },
{ account_number: '1930' },
]
let caught: unknown
try {
assertMandatoryDimensions(lines, [requiredProjekt])
} catch (err) {
caught = err
}
expect(caught).toBeInstanceOf(MandatoryDimensionMissingError)
const error = caught as MandatoryDimensionMissingError
expect(error.code).toBe(MANDATORY_DIMENSION_MISSING)
// Two 4010 lines miss the same rule → ONE violation, not two.
expect(error.violations).toEqual([
{ account_number: '4010', sie_dim_no: '6', dimension_name: 'Projekt' },
])
})
it('reports one violation per (account, dimension) pair', () => {
const lines: TestLine[] = [
{ account_number: '4010' },
{ account_number: '5010' },
]
const rules = [
requiredProjekt,
makeRule({
account_number: '5010',
rule_type: 'required',
sie_dim_no: '1',
dimension_name: 'Kostnadsställe',
value_code: null,
}),
]
let caught: unknown
try {
assertMandatoryDimensions(lines, rules)
} catch (err) {
caught = err
}
const error = caught as MandatoryDimensionMissingError
expect(error.violations).toEqual([
{ account_number: '4010', sie_dim_no: '6', dimension_name: 'Projekt' },
{ account_number: '5010', sie_dim_no: '1', dimension_name: 'Kostnadsställe' },
])
})
it('uses the Swedish message format naming account and dimension', () => {
expect(() =>
assertMandatoryDimensions([{ account_number: '4010' }], [requiredProjekt]),
).toThrow('Konto 4010 kräver Projekt — välj ett värde innan bokföring.')
})
it('is satisfied via the deprecated cost_center alias through normalize', () => {
const requiredKostnadsstalle = makeRule({
rule_type: 'required',
sie_dim_no: '1',
dimension_name: 'Kostnadsställe',
value_code: null,
})
const lines: TestLine[] = [{ account_number: '4010', cost_center: 'KS01' }]
expect(() => assertMandatoryDimensions(lines, [requiredKostnadsstalle])).not.toThrow()
})
it('is satisfied by a bag value on the required key', () => {
const lines: TestLine[] = [{ account_number: '4010', dimensions: { '6': 'P001' } }]
expect(() => assertMandatoryDimensions(lines, [requiredProjekt])).not.toThrow()
})
it('never throws when no required rule exists (default/fixed only)', () => {
const lines: TestLine[] = [{ account_number: '4010' }]
const rules = [
makeRule({ rule_type: 'default' }),
makeRule({ rule_type: 'fixed', sie_dim_no: '1', value_code: 'KS01' }),
]
expect(() => assertMandatoryDimensions(lines, rules)).not.toThrow()
expect(() => assertMandatoryDimensions(lines, [])).not.toThrow()
})
it('required rules on other accounts do not fire', () => {
const lines: TestLine[] = [{ account_number: '4010' }]
const rules = [makeRule({ account_number: '5010', rule_type: 'required', value_code: null })]
expect(() => assertMandatoryDimensions(lines, rules)).not.toThrow()
})
})