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
2026-03-31 16:41:52 +02:00
committed by GitHub
co-authored by Claude Opus 4.6
parent 1756af6c5e
commit 0dd1f5ebc1
290 changed files with 7690 additions and 1339 deletions
+9 -9
View File
@@ -36,14 +36,14 @@ describe('ai-consent', () => {
describe('hasAiConsent', () => {
it('returns true for non-AI extensions without checking DB', async () => {
const result = await hasAiConsent(supabase as any, 'user-1', 'enable-banking')
const result = await hasAiConsent(supabase as any, 'company-1', 'enable-banking')
expect(result).toBe(true)
expect(supabase.from).not.toHaveBeenCalled()
})
it('returns false when no consent record exists', async () => {
mockResult({ data: null })
const result = await hasAiConsent(supabase as any, 'user-1', 'receipt-ocr')
const result = await hasAiConsent(supabase as any, 'company-1', 'receipt-ocr')
expect(result).toBe(false)
})
@@ -57,7 +57,7 @@ describe('ai-consent', () => {
},
},
})
const result = await hasAiConsent(supabase as any, 'user-1', 'receipt-ocr')
const result = await hasAiConsent(supabase as any, 'company-1', 'receipt-ocr')
expect(result).toBe(true)
})
@@ -71,7 +71,7 @@ describe('ai-consent', () => {
},
},
})
const result = await hasAiConsent(supabase as any, 'user-1', 'receipt-ocr')
const result = await hasAiConsent(supabase as any, 'company-1', 'receipt-ocr')
expect(result).toBe(false)
})
@@ -85,7 +85,7 @@ describe('ai-consent', () => {
},
},
})
const result = await hasAiConsent(supabase as any, 'user-1', 'receipt-ocr')
const result = await hasAiConsent(supabase as any, 'company-1', 'receipt-ocr')
expect(result).toBe(false)
})
})
@@ -93,13 +93,13 @@ describe('ai-consent', () => {
describe('grantAiConsent', () => {
it('upserts consent record to extension_data', async () => {
mockResult({ data: null, error: null })
await grantAiConsent(supabase as any, 'user-1', 'receipt-ocr')
await grantAiConsent(supabase as any, 'user-1', 'company-1', 'receipt-ocr')
expect(supabase.from).toHaveBeenCalledWith('extension_data')
})
it('does nothing for non-AI extensions', async () => {
await grantAiConsent(supabase as any, 'user-1', 'enable-banking')
await grantAiConsent(supabase as any, 'user-1', 'company-1', 'enable-banking')
expect(supabase.from).not.toHaveBeenCalled()
})
})
@@ -107,13 +107,13 @@ describe('ai-consent', () => {
describe('revokeAiConsent', () => {
it('upserts revoked consent to extension_data', async () => {
mockResult({ data: null, error: null })
await revokeAiConsent(supabase as any, 'user-1', 'ai-chat')
await revokeAiConsent(supabase as any, 'user-1', 'company-1', 'ai-chat')
expect(supabase.from).toHaveBeenCalledWith('extension_data')
})
it('does nothing for non-AI extensions', async () => {
await revokeAiConsent(supabase as any, 'user-1', 'email')
await revokeAiConsent(supabase as any, 'user-1', 'company-1', 'email')
expect(supabase.from).not.toHaveBeenCalled()
})
})
@@ -30,7 +30,7 @@ beforeEach(() => {
describe('createExtensionContext', () => {
it('returns context with correct userId and extensionId', () => {
const { supabase } = createMockSupabase()
const ctx = createExtensionContext(supabase as never, 'user-1', 'test-ext')
const ctx = createExtensionContext(supabase as never, 'user-1', 'company-1', 'test-ext')
expect(ctx.userId).toBe('user-1')
expect(ctx.extensionId).toBe('test-ext')
@@ -38,29 +38,29 @@ describe('createExtensionContext', () => {
it('provides supabase client', () => {
const { supabase } = createMockSupabase()
const ctx = createExtensionContext(supabase as never, 'user-1', 'test-ext')
const ctx = createExtensionContext(supabase as never, 'user-1', 'company-1', 'test-ext')
expect(ctx.supabase).toBe(supabase)
})
it('emit() delegates to eventBus.emit()', async () => {
const { supabase } = createMockSupabase()
const ctx = createExtensionContext(supabase as never, 'user-1', 'test-ext')
const ctx = createExtensionContext(supabase as never, 'user-1', 'company-1', 'test-ext')
const handler = vi.fn()
eventBus.on('journal_entry.committed', handler)
await ctx.emit({
type: 'journal_entry.committed',
payload: { entry: { id: 'e1' } as never, userId: 'user-1' },
payload: { entry: { id: 'e1' } as never, userId: 'user-1', companyId: 'company-1' },
})
expect(handler).toHaveBeenCalledWith({ entry: { id: 'e1' }, userId: 'user-1' })
expect(handler).toHaveBeenCalledWith({ entry: { id: 'e1' }, userId: 'user-1', companyId: 'company-1' })
})
it('log methods prefix with extensionId', () => {
const { supabase } = createMockSupabase()
const ctx = createExtensionContext(supabase as never, 'user-1', 'my-ext')
const ctx = createExtensionContext(supabase as never, 'user-1', 'company-1', 'my-ext')
const logSpy = vi.spyOn(console, 'log').mockImplementation(() => {})
const warnSpy = vi.spyOn(console, 'warn').mockImplementation(() => {})
@@ -83,7 +83,7 @@ describe('createExtensionContext', () => {
const { supabase, mockResult } = createMockSupabase()
mockResult({ data: { value: { autoOcr: true } }, error: null })
const ctx = createExtensionContext(supabase as never, 'user-1', 'receipt-ocr')
const ctx = createExtensionContext(supabase as never, 'user-1', 'company-1', 'receipt-ocr')
const result = await ctx.settings.get<{ autoOcr: boolean }>('settings')
expect(result).toEqual({ autoOcr: true })
@@ -94,7 +94,7 @@ describe('createExtensionContext', () => {
const { supabase, mockResult } = createMockSupabase()
mockResult({ data: { value: { foo: 'bar' } }, error: null })
const ctx = createExtensionContext(supabase as never, 'user-1', 'test-ext')
const ctx = createExtensionContext(supabase as never, 'user-1', 'company-1', 'test-ext')
const result = await ctx.settings.get<{ foo: string }>()
expect(result).toEqual({ foo: 'bar' })
@@ -104,7 +104,7 @@ describe('createExtensionContext', () => {
const { supabase, mockResult } = createMockSupabase()
mockResult({ data: null, error: null })
const ctx = createExtensionContext(supabase as never, 'user-1', 'test-ext')
const ctx = createExtensionContext(supabase as never, 'user-1', 'company-1', 'test-ext')
const result = await ctx.settings.get('missing-key')
expect(result).toBeNull()
@@ -114,7 +114,7 @@ describe('createExtensionContext', () => {
const { supabase, mockResult } = createMockSupabase()
mockResult({ data: null, error: null })
const ctx = createExtensionContext(supabase as never, 'user-1', 'test-ext')
const ctx = createExtensionContext(supabase as never, 'user-1', 'company-1', 'test-ext')
await ctx.settings.set('my-key', { value: 123 })
expect(supabase.from).toHaveBeenCalledWith('extension_data')
@@ -122,7 +122,7 @@ describe('createExtensionContext', () => {
it('storage.getPublicUrl() returns URL string', () => {
const { supabase } = createMockSupabase()
const ctx = createExtensionContext(supabase as never, 'user-1', 'test-ext')
const ctx = createExtensionContext(supabase as never, 'user-1', 'company-1', 'test-ext')
const url = ctx.storage.getPublicUrl('documents', 'path/to/file.pdf')
expect(typeof url).toBe('string')
@@ -130,7 +130,7 @@ describe('createExtensionContext', () => {
it('services.ingestTransactions is a function', () => {
const { supabase } = createMockSupabase()
const ctx = createExtensionContext(supabase as never, 'user-1', 'test-ext')
const ctx = createExtensionContext(supabase as never, 'user-1', 'company-1', 'test-ext')
expect(typeof ctx.services.ingestTransactions).toBe('function')
})
+8 -8
View File
@@ -44,11 +44,11 @@ describe('ExtensionRegistry', () => {
await eventBus.emit({
type: 'journal_entry.committed',
payload: { entry: { id: 'e1' } as never, userId: 'u1' },
payload: { entry: { id: 'e1' } as never, userId: 'u1', companyId: 'company-1' },
})
expect(handler).toHaveBeenCalled()
expect(handler.mock.calls[0][0]).toEqual({ entry: { id: 'e1' }, userId: 'u1' })
expect(handler.mock.calls[0][0]).toEqual({ entry: { id: 'e1' }, userId: 'u1', companyId: 'company-1' })
})
it('register() skips duplicate registration (same id)', () => {
@@ -80,7 +80,7 @@ describe('ExtensionRegistry', () => {
await eventBus.emit({
type: 'journal_entry.committed',
payload: { entry: { id: 'e1' } as never, userId: 'u1' },
payload: { entry: { id: 'e1' } as never, userId: 'u1', companyId: 'company-1' },
})
expect(handler).not.toHaveBeenCalled()
@@ -124,11 +124,11 @@ describe('ExtensionRegistry', () => {
await eventBus.emit({
type: 'journal_entry.committed',
payload: { entry: { id: 'e1' } as never, userId: 'u1' },
payload: { entry: { id: 'e1' } as never, userId: 'u1', companyId: 'company-1' },
})
await eventBus.emit({
type: 'journal_entry.drafted',
payload: { entry: { id: 'e1' } as never, userId: 'u1' },
payload: { entry: { id: 'e1' } as never, userId: 'u1', companyId: 'company-1' },
})
expect(handler1).not.toHaveBeenCalled()
@@ -137,7 +137,7 @@ describe('ExtensionRegistry', () => {
it('handler receives ExtensionContext when context factory is set', async () => {
const handler = vi.fn()
const mockCtx = { extensionId: 'ctx-ext', userId: 'u1' } as ExtensionContext
const mockCtx = { extensionId: 'ctx-ext', userId: 'u1', companyId: 'company-1' } as ExtensionContext
setContextFactory((_supabase, _userId, _extId) => mockCtx)
@@ -150,11 +150,11 @@ describe('ExtensionRegistry', () => {
await eventBus.emit({
type: 'journal_entry.committed',
payload: { entry: { id: 'e1' } as never, userId: 'u1' },
payload: { entry: { id: 'e1' } as never, userId: 'u1', companyId: 'company-1' },
})
expect(handler).toHaveBeenCalledWith(
{ entry: { id: 'e1' }, userId: 'u1' },
{ entry: { id: 'e1' }, userId: 'u1', companyId: 'company-1' },
mockCtx
)
})
+6 -2
View File
@@ -54,7 +54,7 @@ export const AI_DATA_DISCLOSURES: Record<AiExtensionId, {
*/
export async function hasAiConsent(
supabase: SupabaseClient,
userId: string,
companyId: string,
extensionId: string
): Promise<boolean> {
if (!isAiExtension(extensionId)) {
@@ -64,7 +64,7 @@ export async function hasAiConsent(
const { data } = await supabase
.from('extension_data')
.select('value')
.eq('user_id', userId)
.eq('company_id', companyId)
.eq('extension_id', extensionId)
.eq('key', 'ai_consent')
.single()
@@ -81,6 +81,7 @@ export async function hasAiConsent(
export async function grantAiConsent(
supabase: SupabaseClient,
userId: string,
companyId: string,
extensionId: string
): Promise<void> {
if (!isAiExtension(extensionId)) return
@@ -90,6 +91,7 @@ export async function grantAiConsent(
.upsert(
{
user_id: userId,
company_id: companyId,
extension_id: extensionId,
key: 'ai_consent',
value: {
@@ -108,6 +110,7 @@ export async function grantAiConsent(
export async function revokeAiConsent(
supabase: SupabaseClient,
userId: string,
companyId: string,
extensionId: string
): Promise<void> {
if (!isAiExtension(extensionId)) return
@@ -117,6 +120,7 @@ export async function revokeAiConsent(
.upsert(
{
user_id: userId,
company_id: companyId,
extension_id: extensionId,
key: 'ai_consent',
value: {
+7 -3
View File
@@ -29,6 +29,7 @@ function createExtLogger(extensionId: string): ExtensionLogger {
function createSettings(
supabase: SupabaseClient,
userId: string,
companyId: string,
extensionId: string
): ExtensionSettings {
return {
@@ -37,7 +38,7 @@ function createSettings(
const { data } = await supabase
.from('extension_data')
.select('value')
.eq('user_id', userId)
.eq('company_id', companyId)
.eq('extension_id', extensionId)
.eq('key', lookupKey)
.single()
@@ -51,11 +52,12 @@ function createSettings(
.upsert(
{
user_id: userId,
company_id: companyId,
extension_id: extensionId,
key,
value,
},
{ onConflict: 'user_id,extension_id,key' }
{ onConflict: 'company_id,extension_id,key' }
)
},
}
@@ -108,14 +110,16 @@ function createServices(): ExtensionServices {
export function createExtensionContext(
supabase: SupabaseClient,
userId: string,
companyId: string,
extensionId: string
): ExtensionContext {
return {
userId,
companyId,
extensionId,
supabase,
emit: (event: CoreEvent) => eventBus.emit(event),
settings: createSettings(supabase, userId, extensionId),
settings: createSettings(supabase, userId, companyId, extensionId),
storage: createStorage(supabase),
log: createExtLogger(extensionId),
services: createServices(),
+4 -2
View File
@@ -7,6 +7,7 @@ import type { SupabaseClient } from '@supabase/supabase-js'
export type ContextFactory = (
supabase: SupabaseClient,
userId: string,
companyId: string,
extensionId: string
) => ExtensionContext
@@ -52,14 +53,15 @@ class ExtensionRegistry {
if (extension.eventHandlers) {
for (const { eventType, handler } of extension.eventHandlers) {
// Wrap handler to inject ExtensionContext as second argument
const wrappedHandler = async (payload: { userId: string; [key: string]: unknown }) => {
const wrappedHandler = async (payload: { userId: string; companyId?: string; [key: string]: unknown }) => {
let ctx: ExtensionContext | undefined
if (contextFactory && payload.userId) {
try {
// Dynamic import to avoid circular deps at module load time
const { createClient } = await import('@/lib/supabase/server')
const supabase = await createClient()
ctx = contextFactory(supabase, payload.userId, extension.id)
const companyId = payload.companyId ?? payload.userId // fallback for legacy events
ctx = contextFactory(supabase, payload.userId, companyId, extension.id)
} catch {
// Context creation failed (e.g. no request cookies in cron jobs).
// Handler still gets called — ctx will be undefined.
+2 -1
View File
@@ -142,12 +142,13 @@ export interface ExtensionStorage {
/** Core services exposed to extensions */
export interface ExtensionServices {
ingestTransactions(supabase: SupabaseClient, userId: string, raw: RawTransaction[], options?: IngestOptions): Promise<IngestResult>
ingestTransactions(supabase: SupabaseClient, companyId: string, userId: string, raw: RawTransaction[], options?: IngestOptions): Promise<IngestResult>
}
/** Context passed to extension lifecycle hooks and event handlers */
export interface ExtensionContext {
userId: string
companyId: string
extensionId: string
supabase: SupabaseClient
emit(event: CoreEvent): Promise<void>