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

124 lines
4.0 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'
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 CreateBookingTemplateSchema = 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(BookingTemplateLineSchema).min(2),
team_id: z.string().uuid().optional(),
})
/**
* GET /api/settings/booking-templates
* Returns all templates visible to the current user:
* system + company + team templates.
*/
export async function GET() {
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
// RLS handles scoping (system OR company OR team)
const { data, error } = await supabase
.from('booking_template_library')
.select('*')
.eq('is_active', true)
.order('is_system', { ascending: false })
.order('category')
.order('name')
if (error) return NextResponse.json({ error: error.message }, { status: 500 })
return NextResponse.json({ data })
}
/**
* POST /api/settings/booking-templates
* Create a company-scoped or team-scoped template.
*/
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 result = await validateBody(request, CreateBookingTemplateSchema)
if (!result.success) return result.response
const body = result.data
const companyId = body.team_id ? null : await requireCompanyId(supabase, user.id)
const { data, error } = await supabase
.from('booking_template_library')
.insert({
company_id: companyId,
team_id: body.team_id ?? null,
created_by: user.id,
name: body.name,
description: body.description,
category: body.category,
entity_type: body.entity_type,
lines: body.lines,
is_system: false,
})
.select()
.single()
if (error) return NextResponse.json({ error: error.message }, { status: 500 })
return NextResponse.json({ data }, { status: 201 })
}
/**
* DELETE /api/settings/booking-templates
* Soft-delete a template by id (company or team scope only, never system).
*/
export async function DELETE(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
let id: string | undefined
try {
const body = await request.json()
id = body?.id
} catch {
return NextResponse.json({ error: 'Invalid request body' }, { status: 400 })
}
if (!id) return NextResponse.json({ error: 'Missing id' }, { status: 400 })
// RLS prevents deleting system templates (btl_delete policy checks NOT is_system)
const { error } = await supabase
.from('booking_template_library')
.update({ is_active: false })
.eq('id', id)
if (error) return NextResponse.json({ error: error.message }, { status: 500 })
return NextResponse.json({ data: { success: true } })
}