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accounted/tests/pg/account-dimension-rules.pg.test.ts
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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

179 lines
6.3 KiB
TypeScript

import { describe, it, expect } from 'vitest'
import { randomUUID } from 'node:crypto'
import { getPool, withUserContext } from './setup'
import { seedCompany } from './fixtures'
// PR10 account_dimension_rules (20260703200000_account_dimension_rules.sql):
// RLS via user_company_ids() on all four operations, the adr_value_presence
// CHECK (required ⇔ no value), UNIQUE (company_id, account_number,
// dimension_id), value_id ON DELETE CASCADE, and the composite
// (dimension_id, company_id) FK that pins a rule's dimension to the same
// company.
async function seedWithDimensions() {
const seeded = await seedCompany()
await getPool().query(`SELECT public.ensure_company_dimensions($1)`, [seeded.companyId])
return seeded
}
async function getDimensionId(companyId: string, sieDimNo: number): Promise<string> {
const { rows } = await getPool().query(
`SELECT id FROM public.dimensions WHERE company_id = $1 AND sie_dim_no = $2`,
[companyId, sieDimNo],
)
return rows[0].id
}
async function insertValue(params: {
companyId: string
dimensionId: string
code: string
name?: string
}): Promise<string> {
const id = randomUUID()
await getPool().query(
`INSERT INTO public.dimension_values (id, company_id, dimension_id, code, name)
VALUES ($1, $2, $3, $4, $5)`,
[id, params.companyId, params.dimensionId, params.code, params.name ?? params.code],
)
return id
}
async function insertRule(params: {
companyId: string
dimensionId: string
ruleType: 'required' | 'default' | 'fixed'
accountNumber?: string
valueId?: string | null
}): Promise<string> {
const id = randomUUID()
await getPool().query(
`INSERT INTO public.account_dimension_rules
(id, company_id, account_number, dimension_id, rule_type, value_id)
VALUES ($1, $2, $3, $4, $5, $6)`,
[
id,
params.companyId,
params.accountNumber ?? '4010',
params.dimensionId,
params.ruleType,
params.valueId ?? null,
],
)
return id
}
describe('account_dimension_rules RLS', () => {
it('lets a member insert and read an own-company rule', async () => {
const { userId, companyId } = await seedWithDimensions()
const dimId = await getDimensionId(companyId, 6)
await withUserContext(userId, async (client) => {
await client.query(
`INSERT INTO public.account_dimension_rules
(company_id, account_number, dimension_id, rule_type)
VALUES ($1, '4010', $2, 'required')`,
[companyId, dimId],
)
const { rows } = await client.query(
`SELECT account_number, rule_type, value_id, is_active
FROM public.account_dimension_rules WHERE company_id = $1`,
[companyId],
)
expect(rows).toEqual([
{ account_number: '4010', rule_type: 'required', value_id: null, is_active: true },
])
})
})
it('hides other companies rules and blocks cross-company inserts', async () => {
const a = await seedWithDimensions()
const b = await seedWithDimensions()
const aDimId = await getDimensionId(a.companyId, 6)
await insertRule({ companyId: a.companyId, dimensionId: aDimId, ruleType: 'required' })
await withUserContext(b.userId, async (client) => {
// The outsider sees none of A's rules (and has none of their own).
const { rows } = await client.query(
`SELECT id FROM public.account_dimension_rules`,
)
expect(rows).toEqual([])
await expect(
client.query(
`INSERT INTO public.account_dimension_rules
(company_id, account_number, dimension_id, rule_type)
VALUES ($1, '5010', $2, 'required')`,
[a.companyId, aDimId],
),
).rejects.toThrow(/row-level security/)
})
})
})
describe('adr_value_presence CHECK', () => {
it('rejects a required rule that carries a value', async () => {
const { companyId } = await seedWithDimensions()
const dimId = await getDimensionId(companyId, 6)
const valueId = await insertValue({ companyId, dimensionId: dimId, code: 'P001' })
await expect(
insertRule({ companyId, dimensionId: dimId, ruleType: 'required', valueId }),
).rejects.toThrow(/adr_value_presence/)
})
it('rejects a default rule without a value', async () => {
const { companyId } = await seedWithDimensions()
const dimId = await getDimensionId(companyId, 6)
await expect(
insertRule({ companyId, dimensionId: dimId, ruleType: 'default', valueId: null }),
).rejects.toThrow(/adr_value_presence/)
})
})
describe('UNIQUE (company_id, account_number, dimension_id)', () => {
it('rejects a second rule for the same account and dimension', async () => {
const { companyId } = await seedWithDimensions()
const dimId = await getDimensionId(companyId, 6)
const valueId = await insertValue({ companyId, dimensionId: dimId, code: 'P001' })
await insertRule({ companyId, dimensionId: dimId, ruleType: 'default', valueId })
// Different rule_type, same (company, account, dimension) — still one slot.
await expect(
insertRule({ companyId, dimensionId: dimId, ruleType: 'required' }),
).rejects.toThrow(/duplicate|unique/)
})
})
describe('cascade behavior', () => {
it('deleting the dimension_value removes rules pinned to it (ON DELETE CASCADE)', async () => {
const { companyId } = await seedWithDimensions()
const dimId = await getDimensionId(companyId, 6)
const valueId = await insertValue({ companyId, dimensionId: dimId, code: 'P001' })
const ruleId = await insertRule({ companyId, dimensionId: dimId, ruleType: 'fixed', valueId })
// The value is unreferenced by posted lines, so the retention trigger
// allows the delete — and the rule must ride the cascade.
await getPool().query(`DELETE FROM public.dimension_values WHERE id = $1`, [valueId])
const { rows } = await getPool().query(
`SELECT id FROM public.account_dimension_rules WHERE id = $1`,
[ruleId],
)
expect(rows).toEqual([])
})
})
describe('composite (dimension_id, company_id) FK', () => {
it('rejects a rule whose dimension belongs to another company', async () => {
const a = await seedWithDimensions()
const b = await seedWithDimensions()
const aDimId = await getDimensionId(a.companyId, 6)
await expect(
insertRule({ companyId: b.companyId, dimensionId: aDimId, ruleType: 'required' }),
).rejects.toThrow(/foreign key/)
})
})