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
@@ -1,6 +1,56 @@
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// Entity types
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export type EntityType = 'enskild_firma' | 'aktiebolag'
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// Company role for multi-tenant access
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export type CompanyRole = 'owner' | 'admin' | 'member' | 'viewer'
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// Team (consulting firm) roles and source tracking
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export type TeamRole = 'owner' | 'admin' | 'member'
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export type MemberSource = 'direct' | 'team'
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// Team (consulting firm grouping)
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export interface Team {
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id: string
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name: string
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created_by: string
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created_at: string
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updated_at: string
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}
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// Company (multi-tenant identity)
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export interface Company {
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id: string
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name: string
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org_number: string | null
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entity_type: EntityType
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created_by: string
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team_id: string | null
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archived_at: string | null
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created_at: string
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updated_at: string
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}
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// Company membership
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export interface CompanyMember {
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id: string
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company_id: string
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user_id: string
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role: CompanyRole
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invited_by: string | null
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joined_at: string
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created_at: string
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updated_at: string
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}
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// User preferences (cross-company)
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export interface UserPreferences {
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id: string
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user_id: string
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active_company_id: string | null
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created_at: string
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updated_at: string
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}
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// Transaction categories
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export type TransactionCategory =
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| 'income_services'
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@@ -81,6 +131,7 @@ export interface Profile {
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export interface CompanySettings {
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id: string
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user_id: string
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company_id: string
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// Entity info
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entity_type: EntityType
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@@ -151,6 +202,7 @@ export interface CompanySettings {
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export interface BankConnection {
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id: string
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user_id: string
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company_id: string
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bank_name: string
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provider: string
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@@ -198,6 +250,7 @@ export type ImportSource =
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export interface Transaction {
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id: string
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user_id: string
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company_id: string
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// Source
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bank_connection_id: string | null
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@@ -258,6 +311,7 @@ export type BankFileImportStatus = 'pending' | 'processing' | 'completed' | 'fai
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export interface BankFileImport {
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id: string
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user_id: string
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company_id: string
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filename: string
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file_hash: string
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file_format: string
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@@ -277,6 +331,7 @@ export interface BankFileImport {
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export interface Customer {
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id: string
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user_id: string
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company_id: string
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// Basic info
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name: string
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@@ -313,6 +368,7 @@ export interface Customer {
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export interface Supplier {
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id: string
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user_id: string
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company_id: string
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name: string
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supplier_type: SupplierType
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@@ -349,6 +405,7 @@ export interface Supplier {
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export interface SupplierInvoice {
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id: string
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user_id: string
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company_id: string
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supplier_id: string
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arrival_number: number
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@@ -442,6 +499,7 @@ export interface SupplierInvoicePayment {
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export interface InvoicePayment {
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id: string
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user_id: string
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company_id: string
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invoice_id: string
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payment_date: string
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@@ -461,6 +519,7 @@ export interface InvoicePayment {
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export interface Invoice {
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id: string
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user_id: string
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company_id: string
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customer_id: string
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// Invoice number (auto-generated)
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@@ -799,6 +858,7 @@ export type MappingRuleType =
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export interface BASAccount {
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id: string
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user_id: string
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company_id: string
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account_number: string
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account_name: string
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account_class: number
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@@ -821,6 +881,7 @@ export interface BASAccount {
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export interface FiscalPeriod {
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id: string
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user_id: string
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company_id: string
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name: string
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period_start: string
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period_end: string
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@@ -840,6 +901,7 @@ export interface FiscalPeriod {
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export interface JournalEntry {
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id: string
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user_id: string
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company_id: string
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fiscal_period_id: string
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voucher_number: number
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voucher_series: string
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@@ -882,6 +944,7 @@ export interface JournalEntryLine {
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export interface MappingRule {
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id: string
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user_id: string | null
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company_id: string | null
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rule_name: string
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rule_type: MappingRuleType
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priority: number
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@@ -954,6 +1017,7 @@ export interface LinePatternEntry {
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export interface CategorizationTemplate {
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id: string
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user_id: string
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company_id: string
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counterparty_name: string
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counterparty_aliases: string[]
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debit_account: string
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@@ -975,6 +1039,7 @@ export interface CategorizationTemplate {
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export interface AccountBalance {
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id: string
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user_id: string
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company_id: string
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fiscal_period_id: string
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account_number: string
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account_id: string | null
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@@ -1077,6 +1142,7 @@ export type PendingOperationStatus = 'pending' | 'committed' | 'rejected'
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export interface PendingOperation {
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id: string
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user_id: string
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company_id: string
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operation_type: PendingOperationType
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status: PendingOperationStatus
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title: string
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@@ -1182,6 +1248,7 @@ export type DeadlinePriority = 'critical' | 'important' | 'normal'
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export interface Deadline {
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id: string
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user_id: string
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company_id: string
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title: string
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due_date: string
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due_time: string | null
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@@ -1278,6 +1345,7 @@ export type NotificationType =
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export interface NotificationLog {
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id: string
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user_id: string
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company_id: string | null
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notification_type: NotificationType
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reference_id: string
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days_before: number
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@@ -1293,6 +1361,7 @@ export interface NotificationLog {
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export interface CalendarFeed {
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id: string
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user_id: string
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company_id: string
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feed_token: string
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is_active: boolean
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include_tax_deadlines: boolean
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@@ -1344,6 +1413,7 @@ export type SIEImportStatus = 'pending' | 'mapped' | 'completed' | 'failed'
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export interface SIEImport {
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id: string
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user_id: string
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company_id: string
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filename: string
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file_hash: string
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org_number: string | null
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@@ -1367,6 +1437,7 @@ export interface SIEImport {
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export interface SIEAccountMapping {
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id: string
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user_id: string
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company_id: string
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source_account: string
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source_name: string | null
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target_account: string
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@@ -1389,6 +1460,7 @@ export type DocumentClassificationType = 'supplier_invoice' | 'receipt' | 'gover
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export interface InvoiceInboxItem {
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id: string
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user_id: string
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company_id: string
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status: InboxItemStatus
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source: InboxItemSource
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email_from: string | null
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@@ -1436,6 +1508,7 @@ export type ReceiptStatus = 'pending' | 'processing' | 'extracted' | 'confirmed'
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export interface Receipt {
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id: string
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user_id: string
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company_id: string
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// Image storage
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image_url: string
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@@ -1763,6 +1836,7 @@ export interface CreditNote extends Invoice {
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export interface ExtensionDataRecord {
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id: string
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user_id: string
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company_id: string
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extension_id: string
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key: string
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value: Record<string, unknown>
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@@ -1820,6 +1894,7 @@ export type DocumentUploadSource =
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export interface DocumentAttachment {
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id: string
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user_id: string
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company_id: string
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storage_path: string
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file_name: string
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file_size_bytes: number | null
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@@ -1872,6 +1947,7 @@ export type AuditAction =
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export interface AuditLogEntry {
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id: string
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user_id: string
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company_id: string | null
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action: AuditAction
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table_name: string | null
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record_id: string | null
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@@ -1889,6 +1965,7 @@ export interface AuditLogEntry {
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export interface CostCenter {
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id: string
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user_id: string
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company_id: string
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code: string
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name: string
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is_active: boolean
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@@ -1899,6 +1976,7 @@ export interface CostCenter {
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export interface Project {
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id: string
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user_id: string
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company_id: string
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code: string
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name: string
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is_active: boolean
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@@ -1998,6 +2076,7 @@ export interface InvoiceReminder {
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id: string
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invoice_id: string
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user_id: string
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company_id: string
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reminder_level: 1 | 2 | 3
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sent_at: string
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email_to: string
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