Files
accounted/app/api/settings/booking-templates/[id]/route.ts
T
bf36ebfd88 feat: booking template library with system templates and cross-company sharing (#235)
* feat: implement viewer role permissions for bank transaction imports and connections

* feat: add booking_template_library table with 30 system templates

Three-level scoping (system/team/company), RLS policies for
read/write/delete, and pre-seeded templates for EU reverse charge,
tax account, private transfers, salary, representation, year-end,
VAT netting, and bank/finance scenarios.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add template library types, helpers, and tests

- BookingTemplateLibrary/Line/Category types in types/index.ts
- applyTemplate() converts template lines + amount into form lines
- Category labels, scope helpers for UI display
- 8 unit tests for amount calculation, VAT, rounding, and scope detection

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add booking template CRUD, export, and import API routes

- GET/POST/DELETE /api/settings/booking-templates (list, create, soft-delete)
- PUT /api/settings/booking-templates/[id] (update non-system templates)
- GET /api/settings/booking-templates/export (JSON download)
- POST /api/settings/booking-templates/import (bulk import from JSON)

All routes enforce auth, write permissions, and Zod validation.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: add template picker UI and settings management panel

- BookingTemplatePicker: dialog with search, category/entity-type filter,
  line preview, and amount input — integrated into JournalEntryForm
- BookingTemplatesPanel: settings page with grouped templates
  (system/team/company), create dialog, export/import, soft-delete
- Settings templates page now shows both booking and counterparty templates

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* Update supabase/migrations/20260413160000_booking_template_library.sql

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
2026-04-14 09:42:14 +02:00

61 lines
2.0 KiB
TypeScript

import { createClient } from '@/lib/supabase/server'
import { NextResponse } from 'next/server'
import { requireWritePermission } from '@/lib/auth/require-write'
import { z } from 'zod'
import { validateBody } from '@/lib/api/validate'
const BookingTemplateLineSchema = z.object({
account: z.string().regex(/^\d{4}$/),
label: z.string().min(1),
side: z.enum(['debit', 'credit']),
type: z.enum(['business', 'vat', 'settlement']),
ratio: z.number().min(0).max(10).optional(),
vat_rate: z.number().min(0).max(1).optional(),
})
const UpdateBookingTemplateSchema = z.object({
name: z.string().min(1).max(200).optional(),
description: z.string().max(2000).optional(),
category: z.enum([
'eu_trade', 'tax_account', 'private_transfer',
'salary', 'representation', 'year_end',
'vat', 'financial', 'other',
]).optional(),
entity_type: z.enum(['all', 'enskild_firma', 'aktiebolag']).optional(),
lines: z.array(BookingTemplateLineSchema).min(2).optional(),
})
/**
* PUT /api/settings/booking-templates/[id]
* Update a non-system template.
*/
export async function PUT(
request: Request,
{ params }: { params: Promise<{ id: string }> },
) {
const { id } = await params
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
const writeCheck = await requireWritePermission(supabase, user.id)
if (!writeCheck.ok) return writeCheck.response
const result = await validateBody(request, UpdateBookingTemplateSchema)
if (!result.success) return result.response
// RLS prevents updating system templates
const { data, error } = await supabase
.from('booking_template_library')
.update(result.data)
.eq('id', id)
.eq('is_system', false)
.select()
.single()
if (error) return NextResponse.json({ error: error.message }, { status: 500 })
if (!data) return NextResponse.json({ error: 'Template not found' }, { status: 404 })
return NextResponse.json({ data })
}