jupiter-dynamic-forms 1.19.8 → 1.20.0

package/dist/index.mjs

@@ -6432,50 +6432,87 @@ let JupiterFormSection = class extends LitElement {
     this._totalChildConceptsMap.clear();
     this._traverseTotalGroups(concepts);
   }
+  /**
+   * JDF-038: XBRL uses more than one preferredLabel role to mark a "total" row — the plain
+   * `.../role/totalLabel` and the sign-flipped `.../role/negatedTotalLabel` (used for subtotals of
+   * negated/expense items, e.g. "Total of sum of expenses"). A case-sensitive `includes('totalLabel')`
+   * misses the latter, because "negatedTotalLabel" contains "TotalLabel" with a capital T. Case-insensitive
+   * matching is the single source of truth for "is this row a total" everywhere in this file.
+   */
+  static _isTotalLabel(preferredLabel) {
+    return !!(preferredLabel == null ? void 0 : preferredLabel.toLowerCase().includes("totallabel"));
+  }
+  /**
+   * A member of a total's sibling/child group can itself be a presentation-only abstract wrapper
+   * (e.g. "Group equity" wrapping Equity + Third party share + "Total of group equity") rather than
+   * a value-bearing concept. Abstract concepts never have a form field, so resolve them to the nested
+   * totalLabel concept that actually carries their aggregate value — otherwise the outer total's
+   * calculation silently drops that whole subgroup (formData lookup on the abstract's id is always empty).
+   */
+  static _resolveValueConcept(node, depth = 0) {
+    var _a;
+    if (!node.abstract)
+      return node;
+    if (depth > 5 || !((_a = node.children) == null ? void 0 : _a.length))
+      return null;
+    const nestedTotal = node.children.find((c2) => JupiterFormSection._isTotalLabel(c2.preferredLabel));
+    if (!nestedTotal)
+      return null;
+    return JupiterFormSection._resolveValueConcept(nestedTotal, depth + 1);
+  }
+  _registerTotalGroup(totalConcept, members) {
+    const resolvedMembers = members.map((m) => JupiterFormSection._resolveValueConcept(m)).filter((m) => m !== null);
+    if (resolvedMembers.length === 0)
+      return;
+    const memberIds = resolvedMembers.map((m) => m.id);
+    this._totalChildrenMap.set(totalConcept.id, memberIds);
+    this._totalConceptMap.set(totalConcept.id, totalConcept);
+    this._totalChildConceptsMap.set(totalConcept.id, resolvedMembers);
+    for (const memberId of memberIds) {
+      this._memberParentMap.set(memberId, totalConcept.id);
+    }
+  }
   _traverseTotalGroups(concepts) {
-    var _a, _b, _c, _d;
+    var _a, _b;
     for (let i2 = 0; i2 < concepts.length; i2++) {
       const concept = concepts[i2];
-      if ((_a = concept.preferredLabel) == null ? void 0 : _a.includes("totalLabel")) {
-        if ((_b = concept.children) == null ? void 0 : _b.length) {
-          const childIds = concept.children.map((c2) => c2.id);
-          this._totalChildrenMap.set(concept.id, childIds);
-          this._totalConceptMap.set(concept.id, concept);
-          this._totalChildConceptsMap.set(concept.id, concept.children);
-          for (const childId of childIds) {
-            this._memberParentMap.set(childId, concept.id);
-          }
+      if (JupiterFormSection._isTotalLabel(concept.preferredLabel)) {
+        if ((_a = concept.children) == null ? void 0 : _a.length) {
+          this._registerTotalGroup(concept, concept.children);
         } else {
           let lastTotalIdx = -1;
           for (let j = i2 - 1; j >= 0; j--) {
-            if ((_c = concepts[j].preferredLabel) == null ? void 0 : _c.includes("totalLabel")) {
+            if (JupiterFormSection._isTotalLabel(concepts[j].preferredLabel)) {
               lastTotalIdx = j;
               break;
             }
           }
           const siblings = concepts.slice(lastTotalIdx + 1, i2);
           if (siblings.length > 0) {
-            const siblingIds = siblings.map((s2) => s2.id);
-            this._totalChildrenMap.set(concept.id, siblingIds);
-            this._totalConceptMap.set(concept.id, concept);
-            this._totalChildConceptsMap.set(concept.id, siblings);
-            for (const siblingId of siblingIds) {
-              this._memberParentMap.set(siblingId, concept.id);
-            }
+            this._registerTotalGroup(concept, siblings);
+          } else if (lastTotalIdx >= 0) {
+            this._registerTotalGroup(concept, [concepts[lastTotalIdx]]);
           }
         }
       }
-      if ((_d = concept.children) == null ? void 0 : _d.length) {
+      if ((_b = concept.children) == null ? void 0 : _b.length) {
         this._traverseTotalGroups(concept.children);
       }
     }
   }
   _runCalculationCheck(conceptId, columnId) {
+    const totalIds = /* @__PURE__ */ new Set();
+    if (this._totalConceptMap.has(conceptId))
+      totalIds.add(conceptId);
+    const parentTotalId = this._memberParentMap.get(conceptId);
+    if (parentTotalId)
+      totalIds.add(parentTotalId);
+    for (const totalConceptId of totalIds) {
+      this._evaluateTotal(totalConceptId, columnId);
+    }
+  }
+  _evaluateTotal(totalConceptId, columnId) {
     var _a;
-    const isSelfTotal = this._totalConceptMap.has(conceptId);
-    const totalConceptId = isSelfTotal ? conceptId : this._memberParentMap.get(conceptId);
-    if (!totalConceptId)
-      return;
     const totalConcept = this._totalConceptMap.get(totalConceptId);
     const totalRaw = (_a = this.formData[totalConceptId]) == null ? void 0 : _a[columnId];
     const key = `${totalConceptId}__${columnId}`;
@@ -10757,6 +10794,52 @@ let JupiterDynamicForm = class extends LitElement {
     }
     return instantDate || endDate || startDate || "2025-01-01";
   }
+  /**
+   * JDF-037: Self-heals legacy periodStartLabel instant dates.
+   * Drafts saved before JDF-024 have periodStartLabel concepts with the instant date
+   * set to the column's own year instead of one day before periodStartDate. Reuses
+   * _resolveInstantDate (no new date math) to correct both _periodData and the live
+   * field.periodInstantDate so UI and saved output never disagree. Idempotent: only
+   * writes when the stored value actually differs from the corrected one.
+   */
+  _correctLegacyPeriodStartInstantDates() {
+    this._allSections.forEach((section2) => {
+      this._correctPeriodStartInstantDatesInConcepts(section2.concepts, section2);
+    });
+  }
+  _correctPeriodStartInstantDatesInConcepts(concepts, section2) {
+    concepts.forEach((concept) => {
+      var _a, _b;
+      if (((_a = concept.preferredLabel) == null ? void 0 : _a.includes("periodStartLabel")) && concept.periodType === "instant" && ((_b = concept.fields) == null ? void 0 : _b.length)) {
+        concept.fields.forEach((field2) => {
+          this._correctFieldPeriodStartInstantDate(concept, field2, concept.id, section2);
+          const repeatCount = this._repeatCounts[concept.id] || 0;
+          for (let n3 = 1; n3 <= repeatCount; n3++) {
+            this._correctFieldPeriodStartInstantDate(concept, field2, `${concept.id}__repeat_${n3}`, section2);
+          }
+        });
+      }
+      if (concept.children) {
+        this._correctPeriodStartInstantDatesInConcepts(concept.children, section2);
+      }
+    });
+  }
+  _correctFieldPeriodStartInstantDate(concept, field2, periodDataKey, section2) {
+    var _a;
+    const column2 = this._findColumnByIdInSection(field2.columnId, section2);
+    const fieldPeriodData = (_a = this._periodData[periodDataKey]) == null ? void 0 : _a[field2.columnId];
+    const periodStartDate = (fieldPeriodData == null ? void 0 : fieldPeriodData.startDate) || (column2 == null ? void 0 : column2.periodStartDate) || field2.periodStartDate || this.periodStartDate;
+    const periodEndDate = (fieldPeriodData == null ? void 0 : fieldPeriodData.endDate) || (column2 == null ? void 0 : column2.periodEndDate) || field2.periodEndDate || this.periodEndDate;
+    const correctedInstantDate = this._resolveInstantDate(concept.preferredLabel, void 0, periodStartDate, periodEndDate);
+    if (fieldPeriodData && fieldPeriodData.instantDate !== correctedInstantDate) {
+      console.log(`🩹 [Legacy Period Correction] ${periodDataKey}/${field2.columnId}: instantDate ${fieldPeriodData.instantDate} → ${correctedInstantDate}`);
+      fieldPeriodData.instantDate = correctedInstantDate;
+    }
+    if (field2.periodInstantDate !== correctedInstantDate) {
+      console.log(`🩹 [Legacy Period Correction] field ${concept.id}/${field2.columnId}: periodInstantDate ${field2.periodInstantDate} → ${correctedInstantDate}`);
+      field2.periodInstantDate = correctedInstantDate;
+    }
+  }
   _addColumnFromRequest(request, sectionId, insertAfterColumnId) {
     var _a, _b, _c, _d, _e;
     const timestamp = Date.now();
@@ -11056,6 +11139,7 @@ let JupiterDynamicForm = class extends LitElement {
       this.requestUpdate();
       return;
     }
+    this._correctLegacyPeriodStartInstantDates();
     const submissionData = this._generateSubmissionData();
     console.log("📊 Form Submission Data:", JSON.stringify(submissionData, null, 2));
     console.log("📊 Submission Data Summary:");
@@ -11091,6 +11175,7 @@ let JupiterDynamicForm = class extends LitElement {
     console.log("💾 Raw form data before submission generation:", this._formData);
     console.log("🏷️ Unit data before submission generation:", this._unitData);
     console.log("📋 Enhanced selectedRoleIds with roleURI and order:", this._selectedRoleIds);
+    this._correctLegacyPeriodStartInstantDates();
     const draftData = this._generateSubmissionData();
     console.log("📤 Generated submission data:", draftData);
     console.log("📊 Submission data breakdown:");
@@ -11349,6 +11434,7 @@ let JupiterDynamicForm = class extends LitElement {
     };
     console.log(`🏷️ [Unit Restore] Merged unit data: ${Object.keys(this._unitData).length} concepts with custom units`);
     console.log(`🏷️ [Unit Restore] Full _unitData after merge:`, JSON.stringify(this._unitData, null, 2));
+    this._correctLegacyPeriodStartInstantDates();
     if (this._selectedRoleIds.length > 0) {
       this._applyRoleFilter();
     }