feat: multi-tenant company refactor (GNU-19) (#153)
* feat: multi-tenant company refactor (GNU-19) Introduce companies table, company_members, and user_preferences to support multiple companies per user. All data scoping changes from user_id to company_id across the entire codebase. Key changes: - Database migration: new tables, company_id on 40+ tables, backfill, RLS rewrite from user_id to company-member-based, updated RPCs - Types: Company, CompanyMember, CompanyRole, UserPreferences types; company_id added to all entity interfaces; companyId on all events - Engine: all 7 core functions take companyId; storno, period, year-end services updated; 16 report generators updated - Middleware: company context resolution (cookie → prefs → first company) - API routes: ~120 routes updated with requireCompanyId() - Frontend: CompanyProvider context, layout/dashboard/onboarding updated - Extensions: context factory, 9 extensions, all lib files updated - Tests: 1880 tests passing, all helpers updated with company_id defaults Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add database migrations for multi-tenant company and team system (GNU-19) Adds company_invitations, company creation RPC, team_members, account deletion RPC, and teams table refactor migrations. Updates base multi-tenant migration with cascading FKs and onboarding_step column. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add team types and update core infrastructure for multi-tenancy (GNU-19) Adds TeamRole, MemberSource, and Team types. Refactors Supabase service client to be stateless, updates middleware for team-aware routing, extends CompanyContext with team/role fields, and updates extension service types to accept companyId. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: thread company_id through business logic functions (GNU-19) Replaces user_id scoping with company_id across all lib modules: bookkeeping, documents, transactions, invoices, reconciliation, tax, deadlines, and import. Updates corresponding tests. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: thread company_id through API routes and extensions (GNU-19) Updates all existing API routes to extract and pass companyId. Updates enable-banking and arcim-migration extensions for company-scoped transaction ingestion and sync. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add company and team management API routes (GNU-19) Adds CRUD endpoints for company members, company invitations, team members, and team invitations. Includes invite token utilities, email templates, and company switch server action. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add team/company UI components, pages, and dashboard updates (GNU-19) Adds CompanySwitcher, ConsultantEmptyState, Step0RoleChoice, company members and team management panels. Updates dashboard layout for team-aware routing, onboarding for multi-step role choice, and auth callback for team invite acceptance. Ignores supabase/.branches/. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add null guards for company in import page (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: move appUrl declaration to outer scope in invite route (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add optional chaining for company.name in members section (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add optional chaining for second company.name in members section (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add null guards for company in extension components (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: pass companyId to executeSIEImport in arcim-migration extension (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: update tests to use companyId instead of userId and improve type handling --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Mattsson
co-authored by
Claude Opus 4.6
Claude Opus 4.6
parent
1756af6c5e
commit
0dd1f5ebc1
@@ -26,14 +26,14 @@ export interface BatchMatchResult {
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*/
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export async function runDocumentMatchingSweep(
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supabase: SupabaseClient,
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userId: string,
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companyId: string,
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inboxItemIds?: string[]
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): Promise<BatchMatchResult> {
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// 1. Fetch unmatched inbox items
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let query = supabase
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.from('invoice_inbox_items')
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.select('*')
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.eq('user_id', userId)
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.eq('company_id', companyId)
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.is('matched_transaction_id', null)
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.in('status', ['ready', 'processing'])
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@@ -57,7 +57,7 @@ export async function runDocumentMatchingSweep(
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const { data: transactions, error: txError } = await supabase
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.from('transactions')
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.select('*')
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.eq('user_id', userId)
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.eq('company_id', companyId)
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.is('journal_entry_id', null)
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.is('is_business', null)
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.lt('amount', 0)
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@@ -80,7 +80,7 @@ export async function runDocumentMatchingSweep(
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for (const item of inboxItems as InvoiceInboxItem[]) {
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const result = await matchDocumentToTransactions(
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supabase,
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userId,
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companyId,
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item,
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transactions as Transaction[]
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)
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@@ -116,7 +116,7 @@ export async function runDocumentMatchingSweep(
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match_method: result.method,
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})
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.eq('id', inboxItemId)
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.eq('user_id', userId)
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.eq('company_id', companyId)
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}
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return {
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@@ -44,7 +44,7 @@ export interface DocumentMatchResult {
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*/
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export async function matchDocumentToTransactions(
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supabase: SupabaseClient,
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userId: string,
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companyId: string,
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inboxItem: InvoiceInboxItem,
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candidateTransactions?: Transaction[]
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): Promise<DocumentMatchResult | null> {
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@@ -61,7 +61,7 @@ export async function matchDocumentToTransactions(
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return null
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}
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const transactions = candidateTransactions ?? (await fetchCandidateTransactions(supabase, userId, inboxItem))
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const transactions = candidateTransactions ?? (await fetchCandidateTransactions(supabase, companyId, inboxItem))
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console.log(`${tag} — ${transactions.length} candidate transactions`)
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@@ -92,7 +92,7 @@ export async function matchDocumentToTransactions(
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*/
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async function fetchCandidateTransactions(
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supabase: SupabaseClient,
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userId: string,
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companyId: string,
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inboxItem: InvoiceInboxItem
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): Promise<Transaction[]> {
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const docDate = getDocumentDate(inboxItem)
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@@ -106,7 +106,7 @@ async function fetchCandidateTransactions(
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const { data, error } = await supabase
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.from('transactions')
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.select('*')
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.eq('user_id', userId)
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.eq('company_id', companyId)
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.is('journal_entry_id', null)
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.is('is_business', null)
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.lt('amount', 0)
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