Files
accounted/app/api/bookkeeping/account-totals/route.ts
T
MattssonandClaude Opus 4.6 0dd1f5ebc1 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>
2026-03-31 16:41:52 +02:00

136 lines
4.3 KiB
TypeScript

import { createClient } from '@/lib/supabase/server'
import { NextResponse } from 'next/server'
import { requireCompanyId } from '@/lib/company/context'
export async function GET(request: Request) {
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const companyId = await requireCompanyId(supabase, user.id)
const { searchParams } = new URL(request.url)
const from = searchParams.get('from')
const to = searchParams.get('to')
const dateFrom = searchParams.get('date_from')
const dateTo = searchParams.get('date_to')
const groupBy = searchParams.get('group_by')
if (!from || !to) {
return NextResponse.json(
{ error: 'from and to account numbers are required' },
{ status: 400 }
)
}
// Get posted journal entries within date range
let entriesQuery = supabase
.from('journal_entries')
.select('id, entry_date')
.eq('company_id', companyId)
.eq('status', 'posted')
if (dateFrom) {
entriesQuery = entriesQuery.gte('entry_date', dateFrom)
}
if (dateTo) {
entriesQuery = entriesQuery.lte('entry_date', dateTo)
}
const { data: entries, error: entriesError } = await entriesQuery
if (entriesError) {
return NextResponse.json({ error: entriesError.message }, { status: 500 })
}
if (!entries || entries.length === 0) {
return NextResponse.json({ totals: [], monthly: groupBy === 'month' ? [] : undefined })
}
const entryIds = entries.map((e) => e.id)
const entryDateMap = new Map(entries.map((e) => [e.id, e.entry_date]))
// Fetch lines in batches to avoid URL length limits
const batchSize = 200
const allLines: Array<{
journal_entry_id: string
account_number: string
debit_amount: number
credit_amount: number
}> = []
for (let i = 0; i < entryIds.length; i += batchSize) {
const batch = entryIds.slice(i, i + batchSize)
const { data: lines, error: linesError } = await supabase
.from('journal_entry_lines')
.select('journal_entry_id, account_number, debit_amount, credit_amount')
.in('journal_entry_id', batch)
.gte('account_number', from)
.lte('account_number', to)
if (linesError) {
return NextResponse.json({ error: linesError.message }, { status: 500 })
}
if (lines) {
allLines.push(...lines)
}
}
// Aggregate by account
const accountTotals = new Map<string, { debit: number; credit: number }>()
for (const line of allLines) {
const existing = accountTotals.get(line.account_number) || { debit: 0, credit: 0 }
existing.debit += Number(line.debit_amount) || 0
existing.credit += Number(line.credit_amount) || 0
accountTotals.set(line.account_number, existing)
}
const totals = Array.from(accountTotals.entries())
.map(([account_number, bal]) => ({
account_number,
debit: Math.round(bal.debit * 100) / 100,
credit: Math.round(bal.credit * 100) / 100,
net: Math.round((bal.debit - bal.credit) * 100) / 100,
}))
.sort((a, b) => a.account_number.localeCompare(b.account_number))
// Monthly grouping
if (groupBy === 'month') {
const monthlyMap = new Map<string, Map<string, { debit: number; credit: number }>>()
for (const line of allLines) {
const entryDate = entryDateMap.get(line.journal_entry_id)
if (!entryDate) continue
const month = entryDate.slice(0, 7)
if (!monthlyMap.has(month)) {
monthlyMap.set(month, new Map())
}
const monthAccounts = monthlyMap.get(month)!
const existing = monthAccounts.get(line.account_number) || { debit: 0, credit: 0 }
existing.debit += Number(line.debit_amount) || 0
existing.credit += Number(line.credit_amount) || 0
monthAccounts.set(line.account_number, existing)
}
const monthlyFlat = Array.from(monthlyMap.entries())
.sort(([a], [b]) => a.localeCompare(b))
.flatMap(([month, accounts]) =>
Array.from(accounts.entries()).map(([account_number, bal]) => ({
month,
account_number,
debit: Math.round(bal.debit * 100) / 100,
credit: Math.round(bal.credit * 100) / 100,
net: Math.round((bal.debit - bal.credit) * 100) / 100,
}))
)
return NextResponse.json({ totals, monthly: monthlyFlat })
}
return NextResponse.json({ totals })
}