Files
accounted/app/api/settings/booking-templates/import/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

84 lines
2.5 KiB
TypeScript

import { createClient } from '@/lib/supabase/server'
import { NextResponse } from 'next/server'
import { requireCompanyId } from '@/lib/company/context'
import { requireWritePermission } from '@/lib/auth/require-write'
import { z } from 'zod'
const ImportLineSchema = 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 ImportTemplateSchema = z.object({
name: z.string().min(1).max(200),
description: z.string().max(2000).default(''),
category: z.enum([
'eu_trade', 'tax_account', 'private_transfer',
'salary', 'representation', 'year_end',
'vat', 'financial', 'other',
]).default('other'),
entity_type: z.enum(['all', 'enskild_firma', 'aktiebolag']).default('all'),
lines: z.array(ImportLineSchema).min(2),
})
const ImportPayloadSchema = z.object({
version: z.number(),
templates: z.array(ImportTemplateSchema).min(1).max(100),
})
/**
* POST /api/settings/booking-templates/import
* Import templates from JSON (exported from another company).
* Creates company-scoped templates for the active company.
*/
export async function POST(request: Request) {
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 companyId = await requireCompanyId(supabase, user.id)
let body: unknown
try {
body = await request.json()
} catch {
return NextResponse.json({ error: 'Invalid JSON' }, { status: 400 })
}
const parsed = ImportPayloadSchema.safeParse(body)
if (!parsed.success) {
return NextResponse.json(
{ error: 'Invalid import format', details: parsed.error.issues },
{ status: 400 },
)
}
const rows = parsed.data.templates.map((t) => ({
company_id: companyId,
team_id: null,
created_by: user.id,
name: t.name,
description: t.description,
category: t.category,
entity_type: t.entity_type,
lines: t.lines,
is_system: false,
}))
const { data, error } = await supabase
.from('booking_template_library')
.insert(rows)
.select()
if (error) return NextResponse.json({ error: error.message }, { status: 500 })
return NextResponse.json({ data, imported: data?.length ?? 0 }, { status: 201 })
}