* 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>
192 lines
8.2 KiB
TypeScript
192 lines
8.2 KiB
TypeScript
'use client'
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import Link from 'next/link'
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import { useState } from 'react'
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import { useTranslations } from 'next-intl'
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import { SettingsFormWrapper } from '@/components/settings/SettingsFormWrapper'
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import { SettingsLoadError } from '@/components/settings/SettingsLoadError'
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import { SettingsLoadingSkeleton } from '@/components/settings/SettingsLoadingSkeleton'
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import { PeriodLockingSettings } from '@/components/settings/PeriodLockingSettings'
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import { FiscalYearsManager } from '@/components/settings/FiscalYearsManager'
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import { VoucherSeriesManager } from '@/components/settings/VoucherSeriesManager'
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import { VoucherSeriesPerSourceTypeForm } from '@/components/settings/VoucherSeriesPerSourceTypeForm'
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import { applyDefaultSeriesToMap } from '@/lib/bookkeeping/voucher-series-resolver'
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import { PeriodiseringAutoDetectToggle } from '@/components/settings/PeriodiseringAutoDetectToggle'
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import { DimensionsToggle } from '@/components/settings/DimensionsToggle'
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import { AccountingFrameworkForm } from '@/components/settings/AccountingFrameworkForm'
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import { useSettings } from '@/components/settings/useSettings'
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import { useCompany } from '@/contexts/CompanyContext'
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import { Label } from '@/components/ui/label'
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import { ExternalLink } from 'lucide-react'
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import type { AccountingFramework, CompanySettings } from '@/types'
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const SERIES_OPTIONS = 'ABCDEFGHIJKLMNOPQRSTUVWXYZ'.split('')
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export function BookkeepingSettingsContent() {
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const t = useTranslations('settings_bookkeeping')
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const { settings, isLoading, updateSettings, refetch } = useSettings()
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const { company } = useCompany()
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// Local mirror of the company-level accounting_framework so the K2/K3
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// selector can reflect its own saves without waiting for the layout to
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// re-render through the server. Falls back to k2 (matches the column
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// default) until the company row is loaded.
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const [framework, setFramework] = useState<AccountingFramework>(
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company?.accounting_framework ?? 'k2',
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)
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if (isLoading) return <SettingsLoadingSkeleton />
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if (!settings) return <SettingsLoadError onRetry={refetch} />
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function handleSave(formData: FormData) {
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const autoLockValue = formData.get('auto_lock_period_days') as string
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const lockedThrough = (formData.get('bookkeeping_locked_through') as string) || null
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const accountingMethod = (formData.get('accounting_method') as string) || 'accrual'
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const defaultVoucherSeries = (formData.get('default_voucher_series') as string) || 'A'
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const updates: Record<string, unknown> = {
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bookkeeping_locked_through: lockedThrough,
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auto_lock_period_days: autoLockValue === 'none' ? null : parseInt(autoLockValue),
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accounting_method: accountingMethod,
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default_voucher_series: defaultVoucherSeries,
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}
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// Write-through: the booking engine resolves the series from the
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// per-source-type map, NOT from default_voucher_series. So when the user
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// changes the global default, propagate it across the map — but only for
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// types that were still following the previous default, leaving explicit
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// per-type overrides (set via VoucherSeriesPerSourceTypeForm) untouched.
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// Without this the "Standardserie" dropdown is a no-op for bookkeeping.
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// Only runs when the series actually changed, so saving the form for an
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// unrelated reason (e.g. the lock date) never rewrites the map.
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const prevDefault = settings?.default_voucher_series || 'A'
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const currentMap = settings?.default_voucher_series_per_source_type
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if (currentMap && defaultVoucherSeries !== prevDefault) {
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updates.default_voucher_series_per_source_type = applyDefaultSeriesToMap(
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currentMap,
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prevDefault,
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defaultVoucherSeries,
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)
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}
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return {
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updates,
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onSuccess: (data: Record<string, unknown>) => {
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updateSettings(data as Partial<CompanySettings>)
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},
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}
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}
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// K2/K3 selector is only meaningful for AB. EF stays on EF rules and never
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// picks a framework. Use the company row (source of truth) since
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// company_settings.entity_type can be stale on legacy data.
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const isAktiebolag = company?.entity_type === 'aktiebolag'
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return (
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<div className="space-y-8">
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{isAktiebolag && (
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<AccountingFrameworkForm
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current={framework}
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onSaved={(next) => setFramework(next)}
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/>
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)}
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<SettingsFormWrapper onSave={handleSave} className="space-y-8">
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{/* Accounting method */}
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<section className="space-y-4">
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<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
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{t('method_heading')}
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</h2>
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<div className="space-y-2">
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<Label htmlFor="accounting_method">{t('method_label')}</Label>
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<select
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id="accounting_method"
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name="accounting_method"
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defaultValue={settings.accounting_method || 'accrual'}
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className="flex h-10 w-full max-w-xs rounded-md border border-input bg-background px-3 py-2 text-sm ring-offset-background focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2"
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>
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<option value="accrual">{t('method_accrual')}</option>
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<option value="cash">{t('method_cash')}</option>
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</select>
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<p className="text-xs text-muted-foreground">
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{t('method_help')}
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</p>
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</div>
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</section>
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{/* Default voucher series */}
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<div className="border-t border-border pt-8">
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<section className="space-y-4">
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<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
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{t('series_heading')}
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</h2>
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<div className="space-y-2">
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<Label htmlFor="default_voucher_series">{t('series_label')}</Label>
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<select
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id="default_voucher_series"
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name="default_voucher_series"
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defaultValue={settings.default_voucher_series || 'A'}
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className="flex h-10 w-16 rounded-md border border-input bg-background px-3 py-2 text-sm font-mono ring-offset-background focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2"
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>
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{SERIES_OPTIONS.map((letter) => (
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<option key={letter} value={letter}>{letter}</option>
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))}
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</select>
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<p className="text-xs text-muted-foreground">
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{t('series_help')}
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</p>
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</div>
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</section>
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</div>
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{/* Period locking */}
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<div className="border-t border-border pt-8">
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<PeriodLockingSettings settings={settings} />
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</div>
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</SettingsFormWrapper>
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{/* Fiscal years */}
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<div className="border-t border-border pt-8">
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<FiscalYearsManager />
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</div>
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{/* Voucher series — per-source-type mapping */}
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<div className="border-t border-border pt-8">
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<VoucherSeriesPerSourceTypeForm
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settings={settings}
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onSettingsUpdated={updateSettings}
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/>
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</div>
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{/* Voucher series — read-only display */}
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<div className="border-t border-border pt-8">
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<VoucherSeriesManager defaultSeries={settings.default_voucher_series || 'A'} />
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</div>
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{/* Periodisering auto-detect toggle */}
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<div className="border-t border-border pt-8">
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<PeriodiseringAutoDetectToggle />
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</div>
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{/* Kostnadsställen & projekt (dimensions) toggle */}
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<div className="border-t border-border pt-8">
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<DimensionsToggle />
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</div>
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{/* Cross-links */}
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<div className="border-t border-border pt-8 space-y-3">
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<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
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{t('related_heading')}
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</h2>
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<div className="flex flex-col gap-2">
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<Link
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href="/bookkeeping?tab=accounts"
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className="inline-flex items-center gap-1.5 text-sm text-muted-foreground hover:text-foreground transition-colors"
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>
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<ExternalLink className="h-3.5 w-3.5" />
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{t('related_chart_of_accounts')}
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</Link>
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</div>
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</div>
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</div>
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)
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}
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