jupiter-dynamic-forms 1.20.0 → 1.20.2

package/dist/index.mjs

@@ -683,6 +683,7 @@ class XBRLFormBuilder {
     var _a, _b;
     const label = this.getPreferredLabel(concept.labels, language, concept.preferredLabel);
     const childPeriodHint = ((_a = concept.preferredLabel) == null ? void 0 : _a.includes("periodStartLabel")) ? "start" : ((_b = concept.preferredLabel) == null ? void 0 : _b.includes("periodEndLabel")) ? "end" : ancestorPeriodHint;
+    const effectivePeriodRole = childPeriodHint === "start" ? "periodStartLabel" : childPeriodHint === "end" ? "periodEndLabel" : void 0;
     const fields = [];
     if (!concept.elementAbstract) {
       let columnIds = [];
@@ -751,8 +752,10 @@ class XBRLFormBuilder {
       periodType: concept.periodType,
       balance: concept.balance,
       // Pass through balance attribute from XBRL data
-      preferredLabel: concept.preferredLabel
+      preferredLabel: concept.preferredLabel,
       // Pass through for period date calculation in manual columns
+      effectivePeriodRole
+      // JDF-039: own-or-inherited periodStartLabel/periodEndLabel role
     };
   }
   /**
@@ -6151,6 +6154,7 @@ let JupiterFormSection = class extends LitElement {
     this.periodStartDate = "";
     this.periodEndDate = "";
     this.language = "en";
+    this.calculationEnabled = false;
     this._expanded = true;
     this._showAddColumnDialog = false;
     this._sectionPeriodType = "duration";
@@ -6159,7 +6163,7 @@ let JupiterFormSection = class extends LitElement {
     this._boundFieldBlur = (e2) => {
       this._clearHighlights();
       this._focusedConceptId = null;
-      if (this.mode === "readonly")
+      if (this.mode === "readonly" || !this.calculationEnabled)
         return;
       const detail = e2.detail;
       if ((detail == null ? void 0 : detail.conceptId) && (detail == null ? void 0 : detail.columnId)) {
@@ -6195,8 +6199,12 @@ let JupiterFormSection = class extends LitElement {
     if (changedProperties.has("isFirstSection") || changedProperties.has("section")) {
       this._checkAndExpandFirstSection();
     }
-    if (changedProperties.has("section") && ((_a = this.section) == null ? void 0 : _a.concepts)) {
-      this._buildTotalMaps(this.section.concepts);
+    if (changedProperties.has("section") || changedProperties.has("calculationEnabled")) {
+      if (this.calculationEnabled && ((_a = this.section) == null ? void 0 : _a.concepts)) {
+        this._buildTotalMaps(this.section.concepts);
+      } else {
+        this._clearCalculationState();
+      }
     }
   }
   _checkAndExpandFirstSection() {
@@ -6432,6 +6440,21 @@ let JupiterFormSection = class extends LitElement {
     this._totalChildConceptsMap.clear();
     this._traverseTotalGroups(concepts);
   }
+  /**
+   * JDF-041: drops all calculation-warning state — used when the feature is disabled/toggled off.
+   * Clears each existing mismatch through `_clearCalculationMismatch` (rather than resetting the
+   * map directly) so the parent's validation summary, which tracks mismatches via the dispatched
+   * `calculation-mismatch-changed` events, is told about each removal instead of being left stale.
+   */
+  _clearCalculationState() {
+    this._totalChildrenMap.clear();
+    this._memberParentMap.clear();
+    this._totalConceptMap.clear();
+    this._totalChildConceptsMap.clear();
+    for (const key of Array.from(this._calculationMismatches.keys())) {
+      this._clearCalculationMismatch(key);
+    }
+  }
   /**
    * 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
@@ -6442,6 +6465,15 @@ let JupiterFormSection = class extends LitElement {
   static _isTotalLabel(preferredLabel) {
     return !!(preferredLabel == null ? void 0 : preferredLabel.toLowerCase().includes("totallabel"));
   }
+  /**
+   * JDF-041: distinguishes a self-contained "deduction block" subtotal (negatedTotalLabel, e.g.
+   * "Total of sum of expenses") from a plain cascading/running total. Only the latter is treated as
+   * additively built on the total before it — a negatedTotalLabel row summarizes just the raw items
+   * directly before it and must not also absorb an unrelated earlier total into its own check.
+   */
+  static _isNegatedTotalLabel(preferredLabel) {
+    return !!(preferredLabel == null ? void 0 : preferredLabel.toLowerCase().includes("negatedtotallabel"));
+  }
   /**
    * 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
@@ -6472,6 +6504,47 @@ let JupiterFormSection = class extends LitElement {
       this._memberParentMap.set(memberId, totalConcept.id);
     }
   }
+  /**
+   * JDF-041: computes the JDF-030 sibling-fallback member set for a total at `concepts[i]`, given the
+   * nearest preceding total's index (`lastTotalIdx`, -1 if none) and the raw siblings between them.
+   *
+   * - No preceding total → members are just the raw siblings (unchanged, e.g. the very first total
+   *   in the role).
+   * - This total is itself a negatedTotalLabel (a self-contained deduction-block subtotal, e.g.
+   *   "Total of sum of expenses") → the preceding total stays a scan boundary only, never a member —
+   *   it summarizes just its own raw siblings, same as before JDF-041.
+   * - Otherwise (a plain totalLabel, cascading/running total) with raw siblings before it → the
+   *   preceding total is included as a real member alongside them, since this total is built
+   *   additively on top of it.
+   * - Otherwise (a plain totalLabel adjacent to the preceding total, zero raw siblings between them):
+   *   if that preceding total is itself a negatedTotalLabel subtotal, it doesn't carry the running
+   *   total from before it forward (per the rule above) — reach one more hop back to also include the
+   *   total the subtotal was deducted from (e.g. "Net operating result" needs both "Gross operating
+   *   result" and "Total of sum of expenses", not just the latter). Otherwise, the single preceding
+   *   total is the member, as it was for JDF-038's original adjacent-boundary case.
+   */
+  _resolveTotalGroupMembers(concepts, i2, lastTotalIdx, siblings) {
+    if (lastTotalIdx < 0)
+      return siblings;
+    const concept = concepts[i2];
+    if (JupiterFormSection._isNegatedTotalLabel(concept.preferredLabel)) {
+      return siblings.length > 0 ? siblings : [concepts[lastTotalIdx]];
+    }
+    if (siblings.length > 0) {
+      return [concepts[lastTotalIdx], ...siblings];
+    }
+    if (JupiterFormSection._isNegatedTotalLabel(concepts[lastTotalIdx].preferredLabel)) {
+      let grandTotalIdx = -1;
+      for (let k = lastTotalIdx - 1; k >= 0; k--) {
+        if (JupiterFormSection._isTotalLabel(concepts[k].preferredLabel)) {
+          grandTotalIdx = k;
+          break;
+        }
+      }
+      return grandTotalIdx >= 0 ? [concepts[grandTotalIdx], concepts[lastTotalIdx]] : [concepts[lastTotalIdx]];
+    }
+    return [concepts[lastTotalIdx]];
+  }
   _traverseTotalGroups(concepts) {
     var _a, _b;
     for (let i2 = 0; i2 < concepts.length; i2++) {
@@ -6488,10 +6561,9 @@ let JupiterFormSection = class extends LitElement {
             }
           }
           const siblings = concepts.slice(lastTotalIdx + 1, i2);
-          if (siblings.length > 0) {
-            this._registerTotalGroup(concept, siblings);
-          } else if (lastTotalIdx >= 0) {
-            this._registerTotalGroup(concept, [concepts[lastTotalIdx]]);
+          const members = this._resolveTotalGroupMembers(concepts, i2, lastTotalIdx, siblings);
+          if (members.length > 0) {
+            this._registerTotalGroup(concept, members);
           }
         }
       }
@@ -6526,7 +6598,7 @@ let JupiterFormSection = class extends LitElement {
       return;
     }
     const children = this._totalChildConceptsMap.get(totalConceptId) || [];
-    const { calculatedSum, hasAnyValue, breakdown } = JupiterFormSection._buildCalculationBreakdown(
+    const { calculatedSum, hasAnyValue, breakdown } = this._buildCalculationBreakdown(
       children,
       this.formData,
       columnId,
@@ -6573,19 +6645,46 @@ let JupiterFormSection = class extends LitElement {
   static _resolveWeight(totalBalance, childBalance) {
     return !totalBalance || !childBalance || totalBalance === childBalance ? 1 : -1;
   }
-  static _buildCalculationBreakdown(children, formData, columnId, totalBalance) {
+  /**
+   * JDF-041: a group member can itself be a registered cascading total with no entered value (e.g. a
+   * customer who fills in "Operating income" directly without ever populating the "Net operating
+   * result" running-subtotal row it's built on). Treating a blank member as a zero contribution
+   * silently drops whatever it's actually built from and produces a false-positive mismatch. Instead,
+   * look through a blank total member into its own registered members, recursively, so the check
+   * reaches the real entered values wherever they are in the chain. `visited`/`depth` guard against
+   * cycles and unbounded recursion (mirrors `_resolveValueConcept`'s depth cutoff).
+   */
+  _resolveMemberContributions(member, weight, formData, columnId, visited, depth = 0) {
     var _a;
+    const val = parseFloat((_a = formData[member.id]) == null ? void 0 : _a[columnId]);
+    if (!isNaN(val)) {
+      return [{ conceptId: member.id, label: member.label, value: val, balance: member.balance, weight }];
+    }
+    if (depth >= 5 || visited.has(member.id))
+      return [];
+    const nestedMembers = this._totalChildConceptsMap.get(member.id);
+    if (!nestedMembers)
+      return [];
+    const nextVisited = new Set(visited).add(member.id);
+    const contributions = [];
+    for (const nested of nestedMembers) {
+      const nestedWeight = weight * JupiterFormSection._resolveWeight(member.balance, nested.balance);
+      contributions.push(...this._resolveMemberContributions(nested, nestedWeight, formData, columnId, nextVisited, depth + 1));
+    }
+    return contributions;
+  }
+  _buildCalculationBreakdown(children, formData, columnId, totalBalance) {
     let calculatedSum = 0;
     let hasAnyValue = false;
     const breakdown = [];
     for (const child of children) {
-      const val = parseFloat((_a = formData[child.id]) == null ? void 0 : _a[columnId]);
-      if (isNaN(val))
-        continue;
-      hasAnyValue = true;
       const weight = JupiterFormSection._resolveWeight(totalBalance, child.balance);
-      calculatedSum += weight * val;
-      breakdown.push({ conceptId: child.id, label: child.label, value: val, balance: child.balance, weight });
+      const contributions = this._resolveMemberContributions(child, weight, formData, columnId, /* @__PURE__ */ new Set());
+      for (const contribution of contributions) {
+        calculatedSum += contribution.weight * contribution.value;
+        hasAnyValue = true;
+        breakdown.push(contribution);
+      }
     }
     return { calculatedSum, hasAnyValue, breakdown };
   }
@@ -7248,6 +7347,9 @@ __decorateClass$3([
 __decorateClass$3([
   n2({ type: String })
 ], JupiterFormSection.prototype, "language", 2);
+__decorateClass$3([
+  n2({ type: Boolean })
+], JupiterFormSection.prototype, "calculationEnabled", 2);
 __decorateClass$3([
   r()
 ], JupiterFormSection.prototype, "_expanded", 2);
@@ -9289,6 +9391,7 @@ let JupiterDynamicForm = class extends LitElement {
     this.initialData = {};
     this.disabled = false;
     this.readonly = false;
+    this.calculationEnabled = false;
     this.periodStartDate = "2025-01-01";
     this.periodEndDate = "2025-12-31";
     this.language = "en";
@@ -10781,6 +10884,38 @@ let JupiterDynamicForm = class extends LitElement {
     }
     return `${startDate} / ${endDate}`;
   }
+  /**
+   * JDF-040: Resolves the instant date for a submission entry (Save Draft/Submit).
+   * periodStartLabel-effective concepts (own-labelled or inherited, JDF-039) always
+   * resolve via _resolveInstantDate — the same call the self-heal itself makes — instead
+   * of trusting whatever happens to be cached in _periodData/field.periodInstantDate.
+   * This matters because self-heal only ever corrects an EXISTING _periodData override
+   * (it never fabricates one), so a cell that was never manually period-edited would
+   * otherwise fall through to column.periodEndDate here and silently re-emit the wrong
+   * date on every Save Draft/Submit even though field.periodInstantDate was healed.
+   * Everything else keeps the previous fallback chain, but with field.periodInstantDate
+   * now outranking column.periodEndDate, matching the already-correct sibling
+   * implementations in _findFactValueForField and _addConceptDataToSubmission.
+   */
+  _resolveSubmissionInstantDate(concept, field2, fieldPeriodData, column2) {
+    const effectiveRole = this._getEffectivePeriodRole(concept);
+    if (effectiveRole == null ? void 0 : effectiveRole.includes("periodStartLabel")) {
+      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;
+      return this._resolveInstantDate(effectiveRole, void 0, periodStartDate, periodEndDate);
+    }
+    return (fieldPeriodData == null ? void 0 : fieldPeriodData.instantDate) || (fieldPeriodData == null ? void 0 : fieldPeriodData.endDate) || field2.periodInstantDate || (column2 == null ? void 0 : column2.periodEndDate) || field2.periodEndDate || field2.periodStartDate || this.periodStartDate;
+  }
+  /**
+   * JDF-039: The label value to use for periodStartLabel/periodEndLabel checks — the
+   * concept's own preferredLabel if it carries one of those roles, otherwise the role
+   * inherited from the nearest ancestor that does (stamped by XBRLFormBuilder as
+   * effectivePeriodRole). Falls back to preferredLabel for any concept built before this
+   * fix (or otherwise missing the field).
+   */
+  _getEffectivePeriodRole(concept) {
+    return concept.effectivePeriodRole ?? concept.preferredLabel;
+  }
   _resolveInstantDate(preferredLabel, instantDate, startDate, endDate) {
     if (preferredLabel == null ? void 0 : preferredLabel.includes("periodStartLabel")) {
       const base = startDate || "2025-01-01";
@@ -10810,7 +10945,7 @@ let JupiterDynamicForm = class extends LitElement {
   _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)) {
+      if (((_a = this._getEffectivePeriodRole(concept)) == 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;
@@ -10830,7 +10965,7 @@ let JupiterDynamicForm = class extends LitElement {
     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);
+    const correctedInstantDate = this._resolveInstantDate(this._getEffectivePeriodRole(concept), void 0, periodStartDate, periodEndDate);
     if (fieldPeriodData && fieldPeriodData.instantDate !== correctedInstantDate) {
       console.log(`🩹 [Legacy Period Correction] ${periodDataKey}/${field2.columnId}: instantDate ${fieldPeriodData.instantDate} → ${correctedInstantDate}`);
       fieldPeriodData.instantDate = correctedInstantDate;
@@ -11040,7 +11175,7 @@ let JupiterDynamicForm = class extends LitElement {
         let field2;
         const colStartDate = request.periodType === "instant" ? request.instantDate : request.startDate;
         const colEndDate = request.periodType === "instant" ? request.instantDate : request.endDate;
-        const instantDate = this._resolveInstantDate(concept.preferredLabel, request.instantDate, colStartDate, colEndDate);
+        const instantDate = this._resolveInstantDate(this._getEffectivePeriodRole(concept), request.instantDate, colStartDate, colEndDate);
         if (existingField) {
           field2 = {
             id: `${concept.id}_${columnId}`,
@@ -11756,7 +11891,7 @@ let JupiterDynamicForm = class extends LitElement {
               // CRITICAL: Include conceptType for XBRL validation
               periodStartDate: column2.periodStartDate,
               periodEndDate: column2.periodEndDate,
-              periodInstantDate: conceptPeriodType === "instant" ? column2.periodEndDate || column2.periodStartDate : void 0
+              periodInstantDate: conceptPeriodType === "instant" ? this._resolveInstantDate(this._getEffectivePeriodRole(concept), void 0, column2.periodStartDate, column2.periodEndDate) : void 0
             };
             if ((_a = this._periodData[concept.id]) == null ? void 0 : _a[column2.id]) {
               const customPeriod = this._periodData[concept.id][column2.id];
@@ -12088,7 +12223,7 @@ let JupiterDynamicForm = class extends LitElement {
               }
             };
             if (concept.periodType === "instant") {
-              const instantDate = (fieldPeriodData == null ? void 0 : fieldPeriodData.instantDate) || (fieldPeriodData == null ? void 0 : fieldPeriodData.endDate) || (column2 == null ? void 0 : column2.periodEndDate) || field2.periodInstantDate || field2.periodEndDate || field2.periodStartDate || this.periodStartDate;
+              const instantDate = this._resolveSubmissionInstantDate(concept, field2, fieldPeriodData, column2);
               submissionEntry.period.date = instantDate;
             } else {
               const startDate = (fieldPeriodData == null ? void 0 : fieldPeriodData.startDate) || (column2 == null ? void 0 : column2.periodStartDate) || field2.periodStartDate || this.periodStartDate;
@@ -12204,7 +12339,7 @@ let JupiterDynamicForm = class extends LitElement {
                 }
               };
               if (concept.periodType === "instant") {
-                instanceEntry.period.date = (fieldPeriodData == null ? void 0 : fieldPeriodData.instantDate) || (fieldPeriodData == null ? void 0 : fieldPeriodData.endDate) || (column2 == null ? void 0 : column2.periodEndDate) || field2.periodInstantDate || field2.periodEndDate || field2.periodStartDate || this.periodStartDate;
+                instanceEntry.period.date = this._resolveSubmissionInstantDate(concept, field2, fieldPeriodData, column2);
               } else {
                 instanceEntry.period.startDate = (fieldPeriodData == null ? void 0 : fieldPeriodData.startDate) || (column2 == null ? void 0 : column2.periodStartDate) || field2.periodStartDate || this.periodStartDate;
                 instanceEntry.period.endDate = (fieldPeriodData == null ? void 0 : fieldPeriodData.endDate) || (column2 == null ? void 0 : column2.periodEndDate) || field2.periodEndDate || this.periodEndDate;
@@ -13000,6 +13135,7 @@ let JupiterDynamicForm = class extends LitElement {
             .masterData="${this._effectiveMasterData}"
             .periodStartDate="${this.periodStartDate}"
             .periodEndDate="${this.periodEndDate}"
+            .calculationEnabled="${this.calculationEnabled}"
             @field-change="${this._handleFieldChange}"
             @period-change="${this._handlePeriodChange}"
             @typed-member-change="${this._handleTypedMemberChange}"
@@ -13147,6 +13283,7 @@ let JupiterDynamicForm = class extends LitElement {
                 .masterData="${this._effectiveMasterData}"
                 .periodStartDate="${this.periodStartDate}"
                 .periodEndDate="${this.periodEndDate}"
+                .calculationEnabled="${this.calculationEnabled}"
                 @field-change="${this._handleFieldChange}"
                 @typed-member-change="${this._handleTypedMemberChange}"
                 @add-concept-repeat="${this._handleAddConceptRepeat}"
@@ -14483,6 +14620,9 @@ __decorateClass([
 __decorateClass([
   n2({ type: Boolean })
 ], JupiterDynamicForm.prototype, "readonly", 2);
+__decorateClass([
+  n2({ type: Boolean, attribute: "calculation-enabled" })
+], JupiterDynamicForm.prototype, "calculationEnabled", 2);
 __decorateClass([
   n2({ type: String })
 ], JupiterDynamicForm.prototype, "periodStartDate", 2);