Files
accounted/app/(dashboard)/layout.tsx
T
MattssonandClaude Fable 5.1 c0818bb2d2 feat(sales-orders): kundorder with partial delivery and partial invoicing (#2166)
* feat(sales-orders): kundorder with partial delivery and partial invoicing

Adds sales orders (kundorder) as their own non-ledger document between
agreement and invoice, for companies that deliver or invoice in parts.

Schema (20260902130000): sales_orders + sales_order_items with RLS via
user_company_ids(), OR-<n> numbering RPC (membership-gated, no anon
execute), company_settings.sales_orders_enabled UI gate, and back-links
invoices.sales_order_id / invoice_items.sales_order_item_id. The invoiced
quantity per order line is DERIVED from the linked invoice lines on
non-cancelled, non-credited invoices and enforced by a BEFORE trigger, so
no counter can drift and a credited invoice frees its quantity. Header
status is draft / confirmed / completed / cancelled; completion is kept
by DB triggers from the same derived quantity. Delivery and invoicing
progress are derived per line, never stored as status.

Service + API: lib/sales-orders (create/update with id-preserving line
replace, transitions with compare-and-set, cumulative delivery
registration, invoice-from-order through buildInvoiceWriteData so
booking stays in the engine, proforma -> order conversion), routes under
/api/sales-orders and /api/invoices/[id]/convert-to-order, structured
SALES_ORDER_* error codes, archive classification of the new tables.
The invoice editor round-trips sales_order_item_id so a draft edit
cannot drop the link; GET /api/invoices gains ?sales_order_id=.

UI: /sales-orders list, create/edit form reusing the invoice line
conventions, detail with deliver and create-invoice dialogs and linked
invoices; nav row behind the settings toggle; the webshop row is
relabelled webshop_orders; "Skapa order" on proformas.

MCP (20260902141000/141001): list/get reads plus four staged writes
(create, transition, register delivery, create invoice from order) whose
executors call the lib services; op types added to the pending
operations CHECK.

Tests: route tests for every route (401/400/404/happy), service unit
tests, executor and tool tests, and tests/pg/sales-orders.pg.test.ts
(16 cases, green on staging) covering RLS, numbering guards, the
over-invoice trigger incl. release on cancel/credit and cross-company
refusal, the quantity floor, and completion maintenance.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RQW7mXvbAPgjUHq7dSEamr

* fix(sales-orders): harden kundorder after skeptic and security review

Resolves every finding from the PR #2166 review pass in one batch.

Order link integrity: replaceInvoiceItems now refuses a line set that
drops an existing sales_order_item_id (INVOICE_UPDATE_DROPS_ORDER_LINK),
closing the MCP update_invoice header-only edit and the v1 PATCH path
that severed the link and freed the quantity for double invoicing. The
update_invoice re-fetch, gnubok_get_invoice and the v1 item projection
now carry sales_order_item_id so well-behaved clients round-trip it.

Quantity math: derived remaining/invoiced quantities are rounded to six
decimals and compared with an epsilon (roundQty, qtyGreater) so a float
remainder such as 0.5999999999999996 can neither refuse the final partial
invoice nor land as an invoice quantity; duplicate explicit picks are
summed before validation.

Leveransdatum: per-line last_delivery_date (migration 20260902160000);
an invoice takes the latest date over the lines it covers and only when
the covered quantity was delivered, never the header date and never for
an advance invoice (ML 17 kap 24 p.7, FX anchor per ML 8 kap 21-23).

VAT drift: the order stores the customer type and VAT-validation flag its
lines were priced under; invoicing refuses with
SALES_ORDER_CUSTOMER_VAT_CHANGED when they differ, and re-saving the
order re-validates the lines. Customer and currency are frozen once
invoices exist.

Tenant and role gates: composite FK (sales_order_id, company_id) ties a
line to its parent's company (Superagent P2); aa_enforce_company_writer_role
on both tables so a viewer cannot write through the browser client.

Proforma -> order refuses proformas with ROT/RUT, periodisering or
negative-quantity lines instead of dropping those fields. RESTRICT FK
errors on delete map to SALES_ORDER_LINE_LOCKED / SALES_ORDER_HAS_INVOICES.

Also: schema-guard literal payloads in lib/sales-orders (ceiling +2 with
reason), regenerated skills/accounted-api (sales_order_item_id on invoice
items), pg tests for the composite FK, the viewer gate and the new
columns, unit tests for every changed path.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01XzFmmH82hCJNmZbPqycDiW

* fix(sales-orders): resolve CodeRabbit round on PR #2166

Quick wins from the review, all in one pass:

- replaceInvoiceItems fails closed when the invoice_items snapshot cannot
  be read (it is both the restore source and the input to the kundorder
  link guard); the guard branch is explicit in both PATCH routes.
- Cumulative delivery registration carries an optimistic predicate on the
  quantity it read, so two concurrent registrations cannot regress each
  other; DELETE of an order keeps its allowed status in the predicate and
  answers a conflict when zero rows match.
- Business dates (order date, delivery date, invoice date) default to the
  Europe/Stockholm calendar day (todayIsoStockholm), never UTC: the
  delivery date is also the Riksbanken rate anchor.
- The invoice-from-order executor treats an event emit failure as
  non-blocking: the draft already exists.
- sales_order_items are archived through their parent with the order
  currency denormalised, like invoice_items.
- Proforma "Skapa order" tolerates a 2xx without a parsable body; the
  settings toggle refreshes the server-rendered nav.
- List route doc states that q matches the order number (customer names
  are matched client-side).

Declined (out of scope for this PR): moving header + line writes and the
delivery loop into transactional RPCs (same PostgREST pattern as the
invoice PATCH path, tracked as a follow-up), the MCP approval handler's
error message shape (pre-existing code outside this change), and the
docstring-coverage warning (no repo convention).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01XzFmmH82hCJNmZbPqycDiW

* fix(sales-orders): move hardening migration off a colliding version; archive contract; ceiling

- 20260902160000_sales_orders_hardening.sql collided with main's
  20260902160000_parties_substrate.sql after the third sync; renamed to
  20260902180000 and made idempotent (DROP ... IF EXISTS before each
  ADD CONSTRAINT) so a preview branch that applied it under the old
  version replays it cleanly. Staging's schema_migrations row renamed.
- sales_order_items goes back to a direct archive dump: the coverage
  contract (tests/pg/full-archive-coverage.pg.test.ts) requires it for a
  table with its own company_id; the currency lives on the parent order
  one file over, joined by sales_order_id.
- Scanner ceiling re-baselined after merging main (parties phase 1): 397.
- v1 PATCH test queues a real empty invoice_items snapshot now that
  replaceInvoiceItems fails closed on an unreadable one.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01XzFmmH82hCJNmZbPqycDiW

* fix(sales-orders): drop the composite FK before its unique index on replay

The idempotent guard in 20260902180000_sales_orders_hardening.sql dropped
the unique (id, company_id) before the FK that depends on its index, so
the preview branch replay (which had applied the file under its former
version) failed with SQLSTATE 2BP01. Order swapped; replay verified on
staging.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01XzFmmH82hCJNmZbPqycDiW

---------

Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-02 18:14:49 +02:00

662 lines
28 KiB
TypeScript

import { redirect } from 'next/navigation'
import { cookies, headers } from 'next/headers'
import DashboardNav from '@/components/dashboard/DashboardNav'
import { MainContainer } from '@/components/dashboard/MainContainer'
import CompanyTabSync from '@/components/dashboard/CompanyTabSync'
import AnalyticsIdentify from '@/components/AnalyticsIdentify'
import { computeIdentityHash } from '@/lib/analytics/identity-hash'
import { AgentSheetProvider } from '@/components/agent/AgentSheetProvider'
import AgentTrigger from '@/components/agent/AgentTrigger'
import LazyCommandPalette from '@/components/common/LazyCommandPalette'
import { SettingsHotkey } from '@/components/settings/SettingsHotkey'
import { SessionTimeoutController } from '@/components/auth/SessionTimeoutController'
import { SandboxBanner } from '@/components/dashboard/SandboxBanner'
import TrialExpiredDialog from '@/components/billing/TrialExpiredDialog'
import MultiUserGraceBanner from '@/components/billing/MultiUserGraceBanner'
import { resolveDormantCompanyIds } from '@/lib/company/active-company'
import { getMultiUserState } from '@/lib/entitlements/multi-user'
import { createServiceClient } from '@/lib/supabase/server'
import { getExtensionNavItems } from '@/lib/extensions/sectors'
import { CompanyProvider, type ByraTeamRef } from '@/contexts/CompanyContext'
import { ReferenceDataSeed } from '@/components/providers/ReferenceDataSeed'
import { getCompanyEntitlements } from '@/lib/entitlements/has-capability'
import { getDashboardNavFlags } from '@/lib/dashboard/nav-flags'
import { getBranding } from '@/lib/branding/service'
import { resolveBrandByHost } from '@/lib/branding/resolve'
import { resolveBrandDomainBounce } from '@/lib/auth/brand-signup-gate'
import { INVITE_COOKIE_NAME } from '@/lib/auth/consume-invite-cookie'
import { resolveBrandsForTeams } from '@/lib/branding/team-brands'
import {
partitionCompaniesByHomeDomain,
isCompanyHomedOnHost,
resolveCockpitHref,
} from '@/lib/company/home-domain'
import HomeDomainSignpost from '@/components/dashboard/HomeDomainSignpost'
import type { AccountingFramework, EntityType, CompanyRole, Team } from '@/types'
import {
getDashboardAuthContext,
getDashboardCompanyId,
getDashboardSettings,
getDashboardTeamMemberships,
getResolvedDashboardAgentProfile,
} from './request-context'
/**
* Routes inside the dashboard group that must remain reachable when the
* user has no active company. Keep in sync with the middleware's
* no-company allowlist.
*/
const NO_COMPANY_ALLOWED_PATHS = ['/settings/account']
/**
* Frame layout: on desktop the page is a rounded panel floating on the
* warm-toned frame (bg-frame on the wrapper div), with its own inner
* scroll. 10px margin against the frame; height is the remaining
* viewport. The sidebar (fixed, w-64) sits borderless on the frame, so
* the panel starts at ml-64. On mobile the panel dissolves: full-width
* document flow with the bottom nav, exactly as before.
*/
const MAIN_PANEL_CLASS =
'safe-area-main-padding md:!pb-0 relative bg-background min-h-dvh ' +
'md:min-h-0 md:ml-[var(--nav-w)] md:mt-[10px] md:mr-[var(--agent-dock-w)] md:h-[calc(100vh-20px)] ' +
'md:overflow-y-auto md:rounded-xl md:border md:border-border ' +
'md:transition-[margin-left,margin-right] md:duration-300 md:ease-[cubic-bezier(0.32,0.72,0,1)]'
export default async function DashboardLayout({
children,
settingsModal,
}: {
children: React.ReactNode
// `@settingsModal` parallel slot: renders the routed settings modal over the
// current page on in-app navigation to /settings/*; null otherwise.
settingsModal: React.ReactNode
}) {
const { supabase, user } = await getDashboardAuthContext()
if (!user) {
redirect('/login')
}
// Resolve active company from user_preferences (authoritative). The
// `gnubok-company-id` cookie is intentionally no longer consulted here:
// `getActiveCompanyId` reads from user_preferences, matching what RLS
// sees via `current_active_company_id()`. Keeping both sides on the same
// source avoids cross-tab / cookie divergence.
// Team memberships come from the request-cached getDashboardTeamMemberships
// (ALL rows: multi-team is the supported shape after WL-08) so the home
// page's byrå landing redirect reuses the same single query.
// Wave 1: everything keyed on the user alone runs alongside the company
// resolution. The memberships join carries the active company's row and
// role too, so wave 2 no longer re-reads companies / company_members.
const [
companyId,
headerStore,
teamMemberships,
{ data: userProfile },
{ data: userPrefs },
{ data: allMemberships },
] = await Promise.all([
getDashboardCompanyId(),
// Read the pathname forwarded by middleware so we can branch on it.
headers(),
getDashboardTeamMemberships(),
// The signed-in user's profile, shown in the bottom-left account
// popover (full_name + initial) so it's clear which user is logged
// in, distinct from the active company shown at the top.
supabase.from('profiles').select('full_name').eq('id', user.id).maybeSingle(),
// Per-user UI state (nav collapse/fold state), server-rendered so the
// sidebar width is right on first paint, plus the hide-assistant-FAB
// preference (Inställningar → Assistenten).
supabase.from('user_preferences').select('ui_state, hide_assistant_fab').eq('user_id', user.id).maybeSingle(),
supabase.from('company_members').select('company_id, role, companies:company_id(id, name, org_number, entity_type, accounting_framework, created_by, team_id, archived_at, created_at, updated_at)').eq('user_id', user.id),
])
const pathname = headerStore.get('x-pathname') ?? ''
const isNoCompanyAllowed = NO_COMPANY_ALLOWED_PATHS.some((p) =>
pathname.startsWith(p)
)
// Team now carries `kind` directly (types/index.ts, WL-08).
const membershipRows = teamMemberships
const byraMembership = membershipRows.find((m) => m.teams?.kind === 'byra') ?? null
// Byrå team membership gates the cockpit ("Klienter" nav + /clients).
const byraTeam: ByraTeamRef | null = byraMembership?.teams
? {
id: byraMembership.teams.id,
name: byraMembership.teams.name,
role:
byraMembership.role === 'owner' || byraMembership.role === 'admin'
? byraMembership.role
: 'member',
}
: null
// Legacy single-team fields: the byrå team when present (the one consumers
// care about), else the first membership: same value as before for
// single-team users.
const team: Team | null =
(byraMembership?.teams as Team | null) ??
(membershipRows[0]?.teams as Team | null) ??
null
const isTeamMember = membershipRows.length > 0
// Invite-only brand-domain gate (2026-08-27): on a gated brand host, a
// session with no tie to the brand (team, company, allowlist entry, or
// pending invite) is sent to the canonical domain instead of getting a
// branded shell. Runs before the zero-company branch below, because that
// branch would otherwise walk a stranger into /onboarding under the
// partner's brand. Navigation-level like WL-01; RLS is the data boundary.
const hostHeader =
headerStore.get('x-forwarded-host') ?? headerStore.get('host') ?? ''
const bounceUrl = await resolveBrandDomainBounce({
host: hostHeader,
userEmail: user.email,
teamIds: membershipRows
.map((m) => m.teams?.id)
.filter((id): id is string => typeof id === 'string'),
companyTeamIds: (allMemberships || []).map(
(m) => (m.companies as { team_id?: string | null } | null)?.team_id,
),
hasPendingInviteCookie:
(await cookies()).get(INVITE_COOKIE_NAME)?.value != null,
canonicalAppUrl: getBranding().appUrl,
})
if (bounceUrl) {
redirect(bounceUrl)
}
// No companies: redirect to onboarding, except for allowed escape-hatch
// routes (so the user can still reach /settings/account to delete their
// account after archiving their last company) and byrå team members (any
// role, founder call 2026-08-05), whose home is the EMPTY cockpit (mirrors
// the middleware's byrå exception): they render the no-company shell on
// cockpit routes and are steered to /byra everywhere else, never to the
// company wizard.
if (!companyId) {
const isByraMember = !!byraTeam
const isByraShellPath =
pathname.startsWith('/byra') ||
pathname.startsWith('/clients') ||
pathname.startsWith('/settings')
if (!isNoCompanyAllowed && !(isByraMember && isByraShellPath)) {
if (isByraMember) {
redirect('/byra')
}
redirect('/onboarding')
}
return (
<CompanyProvider
value={{
company: null,
role: null,
companies: [],
isTeamMember,
team,
byraTeam,
foreignCompanies: [],
isSandbox: false,
capabilities: [],
trialEndsAt: null,
entitlementState: 'none' as const,
trialExpiredAt: null,
}}
>
<SessionTimeoutController />
<AgentSheetProvider>
<CompanyTabSync />
<div className="min-h-dvh bg-frame md:flex md:flex-col">
<DashboardNav
companyName={getBranding().appName.toLowerCase()}
entityType="enskild_firma"
isSandbox={false}
extensionNavItems={getExtensionNavItems()}
/>
<main
id="main-content"
className={MAIN_PANEL_CLASS}
role="main"
>
<div className="max-w-5xl mx-auto px-5 py-8 md:px-8 md:py-10">
{children}
</div>
</main>
{settingsModal}
<SettingsHotkey />
</div>
</AgentSheetProvider>
</CompanyProvider>
)
}
// The active company's row and role come from the memberships join above
// (a company the user is not a member of resolves to null, same as the old
// .single() reads did).
const activeMembership = (allMemberships || []).find((m) => m.company_id === companyId) ?? null
const companyRow = (activeMembership?.companies as unknown as import('@/types').Company | null) ?? null
const memberRow = activeMembership ? { role: activeMembership.role } : null
// Home-domain rule (WL-01): which brand serves this host, and which brand
// (if any) each membership company's team owns. Both resolvers are ~60s
// cached (the domain-gate lookup above already warmed the host entry);
// unknown hosts and brandless teams resolve to null/absent, so the
// canonical no-brands hot path stays byte-identical.
// Wave 2: everything keyed on the company. Nav badge counts are NOT fetched
// here: DashboardNav loads them client-side after mount
// (lib/hooks/use-worklist-badges). The four nav-visibility probes
// (webshop connections/orders, mileage trips) collapsed into one RPC.
const [
{ data: settings, error: settingsError },
agentProfileIdentity,
entitlements,
{ data: allSettingsNames },
navFlags,
{ data: seedFiscalPeriods },
{ data: seedCashAccounts },
hostBrand,
brandByTeam,
] = await Promise.all([
getDashboardSettings(),
// Agent identity, name + avatar, surfaced on the FAB and chat
// surfaces. Null when no agent_profile exists yet (banner CTA path).
getResolvedDashboardAgentProfile(),
// teamId comes from the membership join, so the entitlements read is one
// wave (grants in parallel with config + subscription).
getCompanyEntitlements(supabase, companyId, { teamId: companyRow?.team_id ?? null }),
// Current display names for ALL the user's companies (the switcher list).
// RLS scopes company_settings SELECT to user_company_ids(), so this bare
// select returns exactly the caller's companies, letting non-active rows
// show company_settings.company_name instead of the frozen companies.name.
supabase.from('company_settings').select('company_id, company_name'),
getDashboardNavFlags(supabase, companyId),
// Reference-data seed (lib/reference-data/seed.ts): the two small lists
// that gate almost every form, fetched once here so the first picker a
// user opens renders populated with zero client round trips. Same
// ordering as period.list and listForCompany so the seed and the client
// refetch agree. The chart of accounts is deliberately NOT seeded: it
// can be hundreds of KB for large companies.
supabase
.from('fiscal_periods')
.select('*')
.eq('company_id', companyId)
.order('period_start', { ascending: false }),
supabase
.from('cash_accounts')
.select('*')
.eq('company_id', companyId)
.order('is_primary', { ascending: false })
.order('ledger_account', { ascending: true }),
hostHeader ? resolveBrandByHost(hostHeader) : Promise.resolve(null),
resolveBrandsForTeams(
// The byrå team's own id rides along so its brand resolves even when
// none of the user's companies belong to it (pre-byrå companies have
// team_id null; a fresh byrå may have zero clients). Batched and
// cached, so this is free on the common path.
(allMemberships || [])
.map(
(m) => (m.companies as { team_id?: string | null } | null)?.team_id ?? null,
)
.concat(byraTeam ? [byraTeam.id] : []),
),
])
const hasWebshop = navFlags.hasWebshop
const hasMileageTrips = navFlags.hasMileageTrips
const canonicalDomain = (() => {
try {
return new URL(getBranding().appUrl).hostname
} catch {
return ''
}
})()
// company_id -> current display name for every company the user belongs to.
const nameByCompany = new Map(
(allSettingsNames || []).map((s) => [s.company_id, s.company_name as string | null]),
)
// Where "Tillbaka till klienter" points: the byrå cockpit's home domain
// (WL-01), relative when this host already is that home. The no-company
// branch above renders before brands resolve, so only these two branches
// carry the href; DashboardNav falls back to '/clients'.
const byraTeamWithHref: ByraTeamRef | null = byraTeam
? {
...byraTeam,
cockpitHref: resolveCockpitHref({
byraTeamId: byraTeam.id,
brandByTeam,
hostBrandTeamId: hostBrand?.teamId ?? null,
canonicalDomain,
}),
}
: null
if (!companyRow || !memberRow) {
// Stale cookie pointing to a deleted/inaccessible company.
// Render the empty-state dashboard so user can switch or create a company.
const companyContextValue = {
company: null,
role: null,
companies: (allMemberships || []).filter(m => m.companies).map((m) => {
const c = m.companies as unknown as import('@/types').Company
return {
company: { ...c, name: nameByCompany.get(c.id) || c.name },
role: m.role as CompanyRole,
}
}),
isTeamMember,
team,
byraTeam: byraTeamWithHref,
foreignCompanies: [],
isSandbox: false,
capabilities: [],
trialEndsAt: null,
entitlementState: 'none' as const,
trialExpiredAt: null,
}
return (
<CompanyProvider value={companyContextValue}>
<SessionTimeoutController />
<AgentSheetProvider>
<CompanyTabSync />
<div className="min-h-dvh bg-frame md:flex md:flex-col">
<DashboardNav
companyName={getBranding().appName.toLowerCase()}
entityType="enskild_firma"
isSandbox={false}
extensionNavItems={getExtensionNavItems()}
/>
<main id="main-content" className={MAIN_PANEL_CLASS} role="main">
<div className="max-w-5xl mx-auto px-5 py-8 md:px-8 md:py-10">
{children}
</div>
</main>
{settingsModal}
<SettingsHotkey />
</div>
</AgentSheetProvider>
</CompanyProvider>
)
}
// If onboarding incomplete, still render the dashboard: the page component
// will show the inline onboarding card instead of the normal dashboard content.
// Use company_name from settings as the display name (companies.name may be stale)
const displayName = settings?.company_name || companyRow.name
// Resolve entity type the same way the report engines and
// getCompanyEntityType do: company_settings is read-primary, companies is the
// canonical fallback, then default to enskild_firma. Mirroring it onto the
// active company keeps the settings rail (useSettingsNavItems, which reads
// context) and the sidebar in agreement on who is an employer. #782
const entityType =
(settings?.entity_type as EntityType) ||
(companyRow.entity_type as EntityType) ||
'enskild_firma'
const paysSalaries = settings?.pays_salaries ?? false
// Dimensions register visibility (Kostnadsställen & projekt nav row). Same
// mechanism as paysSalaries: UI gate only, never load-bearing for
// correctness (dimensions plan §2).
const dimensionsEnabled = settings?.dimensions_enabled ?? false
// Kundorder visibility: same UI-only gate as dimensionsEnabled.
const salesOrdersEnabled = settings?.sales_orders_enabled ?? false
// Körjournal visibility: the settings toggle is the normal way in, existing
// trips force the row on so already-created data stays reachable.
const hasMileage = (settings?.mileage_enabled ?? false) || hasMileageTrips
const companyWithName = {
...companyRow,
name: displayName,
entity_type: entityType,
pays_salaries: paysSalaries,
}
const isSandbox = settings?.is_sandbox === true
// Multi-user seat gate, switcher side: which of the user's OTHER companies
// are frozen for them (non-owner membership, multi_user lapsed past grace).
// Zero queries for the common owner-of-everything user; the grants read
// runs only when a non-owner membership exists.
const dormantCompanyIds = await resolveDormantCompanyIds(
supabase,
(allMemberships || [])
.filter((m) => m.companies)
.map((m) => ({
company_id: m.company_id,
role: m.role as string,
companies: {
team_id: ((m.companies as { team_id?: string | null } | null)?.team_id ?? null),
},
})),
)
// The entitlements-derived multiUser state is computed from the grant rows
// the CALLER can see, and RLS hides team-scoped grants from users outside
// the team (byrå clients): re-verify any non-entitled answer through the
// SECURITY DEFINER state RPC before acting on it. One extra round trip only
// in the rare non-entitled case.
const activeMultiUser =
entitlements.multiUser.state === 'entitled'
? entitlements.multiUser
: await getMultiUserState(supabase, companyId)
// Grace countdown banner data: only while the ACTIVE company is in its
// 20-day window AND actually has affected people (>= 1 non-owner member).
// Service client because other members' emails are not readable through
// the caller's RLS (same reason as GET /api/company/members).
let graceBanner: { graceEndsAt: string; affectedEmails: string[]; isAffectedUser: boolean } | null =
null
if (!isSandbox && activeMultiUser.state === 'grace' && activeMultiUser.graceEndsAt) {
const serviceClient = await createServiceClient()
const { data: memberRows } = await serviceClient
.from('company_members')
.select('user_id, role')
.eq('company_id', companyId)
const affected = (memberRows || []).filter((m) => m.role !== 'owner')
if (affected.length > 0) {
const { data: affectedProfiles } = await serviceClient
.from('profiles')
.select('id, email')
.in('id', affected.map((a) => a.user_id))
const emailById = new Map((affectedProfiles || []).map((p) => [p.id, p.email as string | null]))
graceBanner = {
graceEndsAt: activeMultiUser.graceEndsAt,
affectedEmails: affected
.map((a) => emailById.get(a.user_id))
.filter((e): e is string => !!e),
isAffectedUser: affected.some((a) => a.user_id === user.id),
}
}
}
// Client-driven UI preferences (sidebar collapse + fold state). Read here
// so the shell renders at the right width on first paint; the nav toggles
// flip the data attribute client-side and persist via /api/user/ui-state.
const uiState = (userPrefs?.ui_state ?? {}) as import('@/types').UserUiState
const navCollapsed = uiState.nav_collapsed === true
const allCompanyEntries = (allMemberships || [])
.filter((m) => m.companies)
.map((m) => {
const c = m.companies as unknown as import('@/types').Company
// Current display name for every company (company_settings.company_name,
// falling back to the frozen companies.name) so non-active switcher rows
// are current too. For the active company this equals `displayName`.
return {
company: { ...c, name: nameByCompany.get(c.id) || c.name },
role: m.role as CompanyRole,
}
})
// Home-domain rule (WL-01): the switcher offers only companies homed on
// THIS host; companies homed elsewhere become "Hanteras via <domain>"
// signpost entries. With no brands anywhere both lists reduce to
// visible = everything, foreign = [] : the additive guarantee.
const homePartition = partitionCompaniesByHomeDomain({
companies: allCompanyEntries,
getTeamId: (entry) => entry.company.team_id ?? null,
brandByTeam,
hostBrandTeamId: hostBrand?.teamId ?? null,
canonicalDomain,
canonicalAppName: getBranding().appName,
})
const foreignCompanies = homePartition.foreign.map((f) => ({
id: f.item.company.id,
name: f.item.company.name,
domain: f.domain,
}))
const companyContextValue = {
company: companyWithName,
role: memberRow.role as CompanyRole,
companies: homePartition.visible,
isTeamMember,
team,
byraTeam: byraTeamWithHref,
foreignCompanies,
isSandbox,
capabilities: entitlements.capabilities,
trialEndsAt: entitlements.trialEndsAt,
entitlementState: entitlements.entitlementState,
trialExpiredAt: entitlements.trialExpiredAt,
multiUser: activeMultiUser,
lockedCompanyIds: [...dormantCompanyIds],
}
// Signpost gate (WL-01): a company is opened ONLY on its home domain. When
// the active company is homed elsewhere, the dashboard body is replaced by
// the signpost (never the wrong company's data), except on account-level
// and byrå-cockpit routes, which are not company surfaces. Navigation rule
// only: RLS/membership remain the security boundary, and middleware is
// untouched (the layout is the clean seam: brand lookups don't belong on
// the Edge hot path).
const activeCompanyHomed = isCompanyHomedOnHost({
companyTeamId: (companyRow.team_id as string | null) ?? null,
brandByTeam,
hostBrandTeamId: hostBrand?.teamId ?? null,
})
const SIGNPOST_ALLOWED_PATHS = ['/settings/account', '/clients', '/byra']
const showSignpost =
!activeCompanyHomed &&
!SIGNPOST_ALLOWED_PATHS.some((p) => pathname.startsWith(p))
return (
<CompanyProvider value={companyContextValue}>
<ReferenceDataSeed
companyId={companyId}
fiscalPeriods={seedFiscalPeriods ?? []}
cashAccounts={seedCashAccounts ?? []}
settings={settingsError ? undefined : settings}
>
<SessionTimeoutController />
<AgentSheetProvider
identity={{
displayName: agentProfileIdentity?.display_name ?? null,
avatarId: agentProfileIdentity?.avatar_id ?? null,
isVerified: Boolean(agentProfileIdentity?.verified_at),
}}
// Server-seeded panel geometry (docked width / floating rect / mode)
// so the assistant opens at the user's persisted size without a jump.
initialPanelPrefs={uiState.agent_panel}
>
<CompanyTabSync />
<div
id="dash-shell"
className="min-h-dvh bg-frame md:flex md:flex-col"
style={{ '--nav-w': navCollapsed ? '64px' : '248px' } as React.CSSProperties}
>
{/* Skip to content link for keyboard/screen reader users */}
<a
data-ph-unmask
href="#main-content"
className="sr-only focus:not-sr-only focus:fixed focus:top-4 focus:left-4 focus:z-[100] focus:px-4 focus:py-2 focus:bg-primary focus:text-primary-foreground focus:rounded-lg focus:text-sm focus:font-medium"
>
Hoppa till innehåll
</a>
{isSandbox && <SandboxBanner />}
{graceBanner && (
<MultiUserGraceBanner
graceEndsAt={graceBanner.graceEndsAt}
affectedEmails={graceBanner.affectedEmails}
isAffectedUser={graceBanner.isAffectedUser}
companyName={displayName}
/>
)}
<DashboardNav
companyName={settings?.company_name || 'Min verksamhet'}
entityType={entityType}
paysSalaries={paysSalaries}
dimensionsEnabled={dimensionsEnabled}
salesOrdersEnabled={salesOrdersEnabled}
hasWebshop={hasWebshop}
hasMileage={hasMileage}
isSandbox={isSandbox}
extensionNavItems={getExtensionNavItems()}
userName={userProfile?.full_name ?? null}
userEmail={user.email ?? null}
initialUiState={uiState}
/>
<main id="main-content" className={MAIN_PANEL_CLASS} role="main">
<MainContainer companyId={companyId}>
{showSignpost ? (
<HomeDomainSignpost
activeCompanyName={displayName}
homedCompanies={homePartition.visible.map((entry) => ({
id: entry.company.id,
name: entry.company.name,
}))}
foreignCompanies={foreignCompanies}
/>
) : (
children
)}
</MainContainer>
</main>
{/* One-time expired-trial notice. Sandbox/anonymous demo users have
no billing (their companies carry trial grants too), so the gate
lives here where both flags are known. Acknowledgement persists
per user AND company in user_preferences.ui_state, read here
server-side so an acked dialog never flashes. */}
{!isSandbox && !user.is_anonymous && (
<TrialExpiredDialog
state={entitlements.entitlementState}
trialExpiredAt={entitlements.trialExpiredAt}
companyId={companyId}
initialAcknowledged={!!uiState.trial_expired_ack?.[companyId]}
/>
)}
<LazyCommandPalette />
<SettingsHotkey />
{settingsModal}
</div>
{/* Outside #dash-shell on purpose: non-modal dialogs (booking,
invoice) set `inert` on the shell while open, and the assistant
entry point must stay clickable then, like the sheet itself. */}
<AgentTrigger hidden={userPrefs?.hide_assistant_fab === true} />
{!isSandbox && (
<AnalyticsIdentify
user={{
userId: user.id,
email: user.email,
fullName: userProfile?.full_name ?? null,
role: memberRow.role as CompanyRole,
}}
identityHash={computeIdentityHash(user.id)}
company={{
id: companyId,
name: displayName,
entityType,
accountingFramework: companyRow.accounting_framework as AccountingFramework,
paysSalaries,
trialEndsAt: entitlements.trialEndsAt,
capabilities: entitlements.capabilities,
}}
/>
)}
</AgentSheetProvider>
</ReferenceDataSeed>
</CompanyProvider>
)
}