* feat(enable-banking): add support for account selection and syncing - Updated StoredAccount interface to include an 'enabled' flag for account syncing preferences. - Enhanced ensureFiscalPeriod function to handle overlapping fiscal periods with posted entries and opening balances. - Added tests for fiscal period validation and account syncing logic. - Implemented AccountPickerDialog component for user account selection. - Created API routes for PATCH /accounts and POST /sync to manage account syncing. - Introduced 'pending_selection' status for bank connections to allow user account selection before syncing. - Updated database migration to support new connection status and backfill existing accounts with enabled=true. * feat(enable-banking): implement account selection and consent event logging --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
188 lines
6.3 KiB
TypeScript
188 lines
6.3 KiB
TypeScript
import { eventBus } from '@/lib/events/bus'
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import type { CoreEventType } from '@/lib/events/types'
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import { createServiceClientNoCookies } from '@/lib/auth/api-keys'
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import { createLogger } from '@/lib/logger'
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const log = createLogger('event-log')
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/**
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* Event types persisted to the event_log table for external automation platforms.
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* Excludes noise events that are always followed by an actionable event.
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*/
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const PERSISTED_EVENT_TYPES: CoreEventType[] = [
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'journal_entry.committed',
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'journal_entry.reversed',
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'journal_entry.corrected',
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'document.uploaded',
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'document.accessed',
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'invoice.created',
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'invoice.sent',
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'credit_note.created',
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'transaction.synced',
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'transaction.categorized',
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'transaction.reconciled',
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'period.locked',
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'period.year_closed',
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'customer.created',
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'supplier.created',
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'receipt.matched',
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'receipt.confirmed',
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'supplier_invoice.registered',
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'supplier_invoice.approved',
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'supplier_invoice.paid',
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'supplier_invoice.credited',
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'invoice.match_confirmed',
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'supplier_invoice.match_confirmed',
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'supplier_invoice.confirmed',
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// MCP telemetry — every tool invocation, tools/list call, and resources/read.
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// Lightweight metadata only; 30-day TTL on event_log bounds the volume.
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'mcp.tool_called',
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'mcp.tools_list_called',
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'mcp.resource_read',
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// Bank connection consent lifecycle — required audit trail per ASVS V16
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// and GDPR Art.30 (records of processing) for PSD2 consent decisions.
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'bank_connection.consent_granted',
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'bank_connection.account_selection_changed',
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'bank_connection.revoked',
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]
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// Excluded (with reasoning):
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// - journal_entry.drafted: always followed by .committed
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// - receipt.extracted: intermediate AI step; .matched/.confirmed are actionable
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// - supplier_invoice.received: inbox receipt; .confirmed is actionable
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// - supplier_invoice.extracted: intermediate AI step
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/**
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* Extract the primary entity ID from an event payload.
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*/
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function extractEntityId(payload: Record<string, unknown>): string | null {
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// Try common entity shapes in priority order
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const entityKeys = [
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'entry', 'invoice', 'transaction', 'customer', 'supplier', 'receipt',
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'supplierInvoice', 'creditNote', 'period', 'document', 'inboxItem',
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] as const
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for (const key of entityKeys) {
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const entity = payload[key]
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if (entity && typeof entity === 'object' && 'id' in entity) {
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const id = (entity as Record<string, unknown>).id
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if (typeof id === 'string') return id
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}
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}
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// Flat-string ID fields on events that don't carry a full entity object.
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// Bank connection events fall into this category — the connection lives in
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// an extension table, so we record its id directly.
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if (typeof payload.connectionId === 'string') {
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return payload.connectionId
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}
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// For journal_entry.corrected: use the corrected entry's ID
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if ('corrected' in payload) {
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const corrected = payload.corrected
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if (corrected && typeof corrected === 'object' && 'id' in corrected) {
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const id = (corrected as Record<string, unknown>).id
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if (typeof id === 'string') return id
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}
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}
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// For journal_entry.reversed: use the reversal entry's ID
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if ('reversalEntry' in payload) {
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const reversalEntry = payload.reversalEntry
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if (reversalEntry && typeof reversalEntry === 'object' && 'id' in reversalEntry) {
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const id = (reversalEntry as Record<string, unknown>).id
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if (typeof id === 'string') return id
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}
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}
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return null
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}
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/**
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* Strip userId and companyId from payload (each stored in its own column) and
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* return clean data for the JSONB blob.
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*/
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function stripMetaFields(payload: Record<string, unknown>): Record<string, unknown> {
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const { userId: _userId, companyId: _companyId, ...data } = payload
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return data
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}
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/**
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* Persist a single event to the event_log table.
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*/
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async function persistEvent(
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eventType: string,
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userId: string,
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companyId: string,
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entityId: string | null,
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data: Record<string, unknown>
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): Promise<void> {
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const supabase = createServiceClientNoCookies()
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const { error } = await supabase
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.from('event_log')
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.insert({
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user_id: userId,
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company_id: companyId,
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event_type: eventType,
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entity_id: entityId,
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data,
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})
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if (error) {
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log.error(`Failed to persist event ${eventType}:`, error.message)
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}
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}
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/**
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* Register event log handlers on the event bus.
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* Persists events to the event_log table for external automation platforms.
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* Returns an array of unsubscribe functions.
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*/
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export function registerEventLogHandler(): (() => void)[] {
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return PERSISTED_EVENT_TYPES.map((eventType) =>
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eventBus.on(eventType, async (payload) => {
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try {
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const rawPayload = payload as Record<string, unknown>
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const userId = rawPayload.userId as string
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const companyId = rawPayload.companyId
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// All persisted event payloads mandate companyId in TypeScript; this guard
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// protects against any caller that bypasses the type system. Writing NULL
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// would make the row invisible to the company_id-scoped SELECT RLS policy.
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if (typeof companyId !== 'string' || companyId.length === 0) {
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log.error(`Event ${eventType} missing companyId; skipping persistence`)
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return
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}
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// transaction.synced carries an array — batch insert
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if (eventType === 'transaction.synced' && Array.isArray(rawPayload.transactions)) {
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const transactions = rawPayload.transactions as Array<Record<string, unknown>>
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if (transactions.length === 0) return
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const rows = transactions.map(tx => ({
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user_id: userId,
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company_id: companyId,
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event_type: eventType,
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entity_id: typeof tx.id === 'string' ? tx.id : null,
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data: { transaction: tx },
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}))
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const supabase = createServiceClientNoCookies()
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const { error } = await supabase.from('event_log').insert(rows)
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if (error) {
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log.error(`Failed to persist batch transaction.synced:`, error.message)
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}
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return
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}
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const entityId = extractEntityId(rawPayload)
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const data = stripMetaFields(rawPayload)
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await persistEvent(eventType, userId, companyId, entityId, data)
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} catch (err) {
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log.error(`Event log handler error for ${eventType}:`, err)
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}
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})
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)
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}
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