* 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>
274 lines
7.6 KiB
TypeScript
274 lines
7.6 KiB
TypeScript
import { createServerClient } from '@supabase/ssr'
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import { getEmailService } from '@/lib/email/service'
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import {
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generateReminderEmailHtml,
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generateReminderEmailText,
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generateReminderEmailSubject,
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getReminderDaysConfig
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} from '@/lib/email/reminder-templates'
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import { createLogger } from '@/lib/logger'
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import type { Invoice, Customer, CompanySettings } from '@/types'
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const log = createLogger('reminder-processor')
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// Create a service client for cron jobs (no cookie access needed)
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function createServiceClient() {
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return createServerClient(
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process.env.NEXT_PUBLIC_SUPABASE_URL!,
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process.env.SUPABASE_SERVICE_ROLE_KEY!,
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{
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cookies: {
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getAll() { return [] },
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setAll() { }
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}
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}
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)
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}
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export interface ReminderResult {
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invoiceId: string
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invoiceNumber: string
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customerEmail: string
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reminderLevel: 1 | 2 | 3
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success: boolean
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error?: string
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}
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export interface ProcessRemindersResult {
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processed: number
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sent: number
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failed: number
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results: ReminderResult[]
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}
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/**
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* Determine which reminder level should be sent based on days overdue
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* Returns null if no reminder should be sent
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*/
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export function determineReminderLevel(
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daysOverdue: number,
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existingLevels: number[]
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): 1 | 2 | 3 | null {
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const config = getReminderDaysConfig()
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// Check level 3 (45 days)
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if (daysOverdue >= config[3] && !existingLevels.includes(3)) {
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return 3
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}
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// Check level 2 (30 days)
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if (daysOverdue >= config[2] && !existingLevels.includes(2)) {
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return 2
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}
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// Check level 1 (15 days)
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if (daysOverdue >= config[1] && !existingLevels.includes(1)) {
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return 1
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}
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return null
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}
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/**
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* Calculate days overdue from due date
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*/
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export function calculateDaysOverdue(dueDate: string): number {
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const due = new Date(dueDate)
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const now = new Date()
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const diffTime = now.getTime() - due.getTime()
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const diffDays = Math.floor(diffTime / (1000 * 60 * 60 * 24))
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return diffDays
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}
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/**
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* Send a single reminder email
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*/
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export async function sendReminder(
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invoice: Invoice & { customer: Customer },
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company: CompanySettings,
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reminderLevel: 1 | 2 | 3,
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actionToken: string
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): Promise<{ success: boolean; error?: string }> {
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const customer = invoice.customer
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if (!customer.email) {
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return { success: false, error: 'Customer has no email' }
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}
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const daysOverdue = calculateDaysOverdue(invoice.due_date)
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// Build action URL (public page for customer response)
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const baseUrl = process.env.NEXT_PUBLIC_APP_URL || 'https://app.erp-base.se'
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const actionUrl = `${baseUrl}/invoice-action/${actionToken}`
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const emailData = {
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invoice,
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customer,
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company,
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reminderLevel,
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daysOverdue,
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actionUrl
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}
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const result = await getEmailService().sendEmail({
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to: customer.email,
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subject: generateReminderEmailSubject(emailData),
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html: generateReminderEmailHtml(emailData),
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text: generateReminderEmailText(emailData),
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replyTo: company.email || undefined,
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fromName: company.company_name || undefined
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})
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return result
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}
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/**
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* Process all overdue invoices and send reminders
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* This is the main function called by the cron job
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*/
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export async function processOverdueReminders(): Promise<ProcessRemindersResult> {
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const supabase = createServiceClient()
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const results: ReminderResult[] = []
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const config = getReminderDaysConfig()
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// Find all sent invoices that are past due date (at least 15 days overdue)
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const minOverdueDays = config[1]
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const cutoffDate = new Date()
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cutoffDate.setDate(cutoffDate.getDate() - minOverdueDays)
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const { data: overdueInvoices, error: invoiceError } = await supabase
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.from('invoices')
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.select(`
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*,
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customer:customers(*)
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`)
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.eq('status', 'sent')
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.lte('due_date', cutoffDate.toISOString().split('T')[0])
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.order('due_date', { ascending: true })
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if (invoiceError) {
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log.error('Error fetching overdue invoices:', invoiceError)
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return { processed: 0, sent: 0, failed: 0, results: [] }
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}
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if (!overdueInvoices || overdueInvoices.length === 0) {
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log.info('No overdue invoices found')
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return { processed: 0, sent: 0, failed: 0, results: [] }
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}
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log.info(`Found ${overdueInvoices.length} overdue invoices to process`)
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// Process each invoice
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for (const invoice of overdueInvoices) {
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const customer = invoice.customer as Customer
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// Skip if customer has no email
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if (!customer?.email) {
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log.info(`Skipping invoice ${invoice.invoice_number}: customer has no email`)
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continue
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}
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// Get existing reminders for this invoice
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const { data: existingReminders } = await supabase
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.from('invoice_reminders')
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.select('reminder_level')
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.eq('invoice_id', invoice.id)
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const existingLevels = existingReminders?.map(r => r.reminder_level) || []
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const daysOverdue = calculateDaysOverdue(invoice.due_date)
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const reminderLevel = determineReminderLevel(daysOverdue, existingLevels)
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// Skip if no reminder needed
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if (!reminderLevel) {
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log.info(`Skipping invoice ${invoice.invoice_number}: no reminder needed (${daysOverdue} days overdue, existing levels: ${existingLevels.join(', ')})`)
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continue
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}
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// Get company settings for this user
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const { data: company, error: companyError } = await supabase
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.from('company_settings')
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.select('*')
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.eq('company_id', invoice.company_id)
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.single()
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if (companyError || !company) {
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log.error(`Skipping invoice ${invoice.invoice_number}: company settings not found`)
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results.push({
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invoiceId: invoice.id,
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invoiceNumber: invoice.invoice_number,
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customerEmail: customer.email,
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reminderLevel,
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success: false,
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error: 'Company settings not found'
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})
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continue
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}
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// Create reminder record first (to get action token)
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const { data: reminderRecord, error: reminderError } = await supabase
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.from('invoice_reminders')
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.insert({
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invoice_id: invoice.id,
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user_id: invoice.user_id,
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reminder_level: reminderLevel,
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email_to: customer.email
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})
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.select('action_token')
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.single()
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if (reminderError || !reminderRecord) {
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log.error(`Failed to create reminder record for invoice ${invoice.invoice_number}:`, reminderError)
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results.push({
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invoiceId: invoice.id,
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invoiceNumber: invoice.invoice_number,
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customerEmail: customer.email,
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reminderLevel,
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success: false,
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error: 'Failed to create reminder record'
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})
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continue
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}
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// Send the reminder email
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const sendResult = await sendReminder(
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invoice as Invoice & { customer: Customer },
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company as CompanySettings,
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reminderLevel,
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reminderRecord.action_token
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)
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if (sendResult.success) {
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log.info(`Sent level ${reminderLevel} reminder for invoice ${invoice.invoice_number} to ${customer.email}`)
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// Update invoice status to overdue if not already
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if (invoice.status === 'sent') {
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await supabase
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.from('invoices')
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.update({ status: 'overdue' })
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.eq('id', invoice.id)
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}
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} else {
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log.error(`Failed to send reminder for invoice ${invoice.invoice_number}:`, sendResult.error)
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}
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results.push({
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invoiceId: invoice.id,
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invoiceNumber: invoice.invoice_number,
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customerEmail: customer.email,
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reminderLevel,
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success: sendResult.success,
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error: sendResult.error
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})
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}
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const sent = results.filter(r => r.success).length
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const failed = results.filter(r => !r.success).length
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return {
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processed: results.length,
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sent,
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failed,
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results
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}
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}
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