Files
accounted/extensions/general/enable-banking/components/BankingSettingsPanel.tsx
T
MattssonandClaude Opus 4.6 0dd1f5ebc1 feat: multi-tenant company refactor (GNU-19) (#153)
* feat: multi-tenant company refactor (GNU-19)

Introduce companies table, company_members, and user_preferences to
support multiple companies per user. All data scoping changes from
user_id to company_id across the entire codebase.

Key changes:
- Database migration: new tables, company_id on 40+ tables, backfill,
  RLS rewrite from user_id to company-member-based, updated RPCs
- Types: Company, CompanyMember, CompanyRole, UserPreferences types;
  company_id added to all entity interfaces; companyId on all events
- Engine: all 7 core functions take companyId; storno, period, year-end
  services updated; 16 report generators updated
- Middleware: company context resolution (cookie → prefs → first company)
- API routes: ~120 routes updated with requireCompanyId()
- Frontend: CompanyProvider context, layout/dashboard/onboarding updated
- Extensions: context factory, 9 extensions, all lib files updated
- Tests: 1880 tests passing, all helpers updated with company_id defaults

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

* feat: add database migrations for multi-tenant company and team system (GNU-19)

Adds company_invitations, company creation RPC, team_members, account
deletion RPC, and teams table refactor migrations. Updates base
multi-tenant migration with cascading FKs and onboarding_step column.

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

* feat: add team types and update core infrastructure for multi-tenancy (GNU-19)

Adds TeamRole, MemberSource, and Team types. Refactors Supabase service
client to be stateless, updates middleware for team-aware routing, extends
CompanyContext with team/role fields, and updates extension service types
to accept companyId.

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

* refactor: thread company_id through business logic functions (GNU-19)

Replaces user_id scoping with company_id across all lib modules:
bookkeeping, documents, transactions, invoices, reconciliation, tax,
deadlines, and import. Updates corresponding tests.

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

* refactor: thread company_id through API routes and extensions (GNU-19)

Updates all existing API routes to extract and pass companyId. Updates
enable-banking and arcim-migration extensions for company-scoped
transaction ingestion and sync.

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

* feat: add company and team management API routes (GNU-19)

Adds CRUD endpoints for company members, company invitations, team
members, and team invitations. Includes invite token utilities, email
templates, and company switch server action.

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

* feat: add team/company UI components, pages, and dashboard updates (GNU-19)

Adds CompanySwitcher, ConsultantEmptyState, Step0RoleChoice, company
members and team management panels. Updates dashboard layout for
team-aware routing, onboarding for multi-step role choice, and auth
callback for team invite acceptance. Ignores supabase/.branches/.

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

* fix: add null guards for company in import page (GNU-19)

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

* fix: move appUrl declaration to outer scope in invite route (GNU-19)

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

* fix: add optional chaining for company.name in members section (GNU-19)

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

* fix: add optional chaining for second company.name in members section (GNU-19)

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

* fix: add null guards for company in extension components (GNU-19)

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

* fix: pass companyId to executeSIEImport in arcim-migration extension (GNU-19)

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

* fix: update tests to use companyId instead of userId and improve type handling

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-31 16:41:52 +02:00

320 lines
10 KiB
TypeScript

'use client'
import { useState, useEffect, useRef } from 'react'
import Link from 'next/link'
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { useToast } from '@/components/ui/use-toast'
import { DestructiveConfirmDialog, useDestructiveConfirm } from '@/components/ui/destructive-confirm-dialog'
import { Loader2, Upload } from 'lucide-react'
import { createClient } from '@/lib/supabase/client'
import { useCompany } from '@/contexts/CompanyContext'
import { BankSelector, type Bank } from './BankSelector'
import { BankConnectionStatus } from './BankConnectionStatus'
import type { BankConnection } from '@/types'
/**
* Self-contained banking settings panel for the enable-banking extension.
* Loaded dynamically by the settings panel registry.
*/
export default function BankingSettingsPanel() {
const { toast } = useToast()
const supabase = createClient()
const { dialogProps, confirm } = useDestructiveConfirm()
const { company } = useCompany()
const [bankConnections, setBankConnections] = useState<BankConnection[]>([])
const [syncingConnectionId, setSyncingConnectionId] = useState<string | null>(null)
const [isConnecting, setIsConnecting] = useState(false)
const [connectingBankName, setConnectingBankName] = useState<string | null>(null)
const connectingRef = useRef(false)
const [isLoading, setIsLoading] = useState(true)
const [showCsvFallback, setShowCsvFallback] = useState(false)
useEffect(() => {
fetchConnections()
}, [])
async function fetchConnections() {
setIsLoading(true)
const { data: { user } } = await supabase.auth.getUser()
if (!user) return
if (!company) return
const { data: connections } = await supabase
.from('bank_connections')
.select('*')
.eq('company_id', company.id)
.order('created_at', { ascending: false })
setBankConnections(connections || [])
setIsLoading(false)
}
async function handleConnectBank(bank: Bank) {
if (connectingRef.current) return
connectingRef.current = true
setIsConnecting(true)
setConnectingBankName(bank.name)
try {
console.log('[enable-banking] Initiating bank connection', {
bankName: bank.name,
bankCountry: bank.country,
})
const response = await fetch('/api/extensions/ext/enable-banking/connect', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ aspsp_name: bank.name, aspsp_country: bank.country }),
})
const data = await response.json()
if (!response.ok) {
console.error('[enable-banking] Connect request failed', {
status: response.status,
statusText: response.statusText,
error: data.error,
bankName: bank.name,
})
throw new Error(data.error)
}
console.log('[enable-banking] Redirecting to bank authorization', {
connectionId: data.connection_id,
hasAuthUrl: !!data.authorization_url,
})
window.location.href = data.authorization_url
} catch (error) {
console.error('[enable-banking] Connect flow failed', {
message: error instanceof Error ? error.message : String(error),
stack: error instanceof Error ? error.stack : undefined,
bankName: bank.name,
})
toast({
title: 'Fel',
description: error instanceof Error ? error.message : 'Kunde inte ansluta bank',
variant: 'destructive',
})
connectingRef.current = false
setIsConnecting(false)
setConnectingBankName(null)
setShowCsvFallback(true)
}
}
async function handleSyncTransactions(connectionId: string) {
setSyncingConnectionId(connectionId)
try {
console.log('[enable-banking] Starting sync', { connectionId })
const response = await fetch('/api/extensions/ext/enable-banking/sync', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ connection_id: connectionId }),
})
const data = await response.json()
if (!response.ok) {
console.error('[enable-banking] Sync request failed', {
status: response.status,
statusText: response.statusText,
error: data.error,
connectionId,
})
throw new Error(data.error)
}
console.log('[enable-banking] Sync completed', {
connectionId,
imported: data.imported,
duplicates: data.duplicates,
})
toast({
title: 'Synkronisering klar',
description: `${data.imported} nya transaktioner importerade`,
})
setShowCsvFallback(false)
fetchConnections()
} catch (error) {
console.error('[enable-banking] Sync flow failed', {
message: error instanceof Error ? error.message : String(error),
stack: error instanceof Error ? error.stack : undefined,
connectionId,
})
toast({
title: 'Fel',
description: error instanceof Error ? error.message : 'Synkronisering misslyckades',
variant: 'destructive',
})
setShowCsvFallback(true)
}
setSyncingConnectionId(null)
}
async function handleDisconnectBank(connectionId: string) {
const ok = await confirm({
title: 'Koppla bort bank?',
description: 'PSD2-samtycket kommer återkallas. Befintliga transaktioner påverkas inte.',
confirmLabel: 'Koppla bort',
variant: 'warning',
})
if (!ok) return
try {
console.log('[enable-banking] Disconnecting bank', { connectionId })
const response = await fetch('/api/extensions/ext/enable-banking/disconnect', {
method: 'DELETE',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ connection_id: connectionId }),
})
if (!response.ok) {
const data = await response.json()
console.error('[enable-banking] Disconnect request failed', {
status: response.status,
statusText: response.statusText,
error: data.error,
connectionId,
})
throw new Error(data.error || 'Disconnect failed')
}
console.log('[enable-banking] Bank disconnected', { connectionId })
toast({
title: 'Bank bortkopplad',
description: 'Bankanslutningen och PSD2-samtycket har återkallats',
})
fetchConnections()
} catch (error) {
console.error('[enable-banking] Disconnect flow failed', {
message: error instanceof Error ? error.message : String(error),
stack: error instanceof Error ? error.stack : undefined,
connectionId,
})
toast({
title: 'Fel',
description: error instanceof Error ? error.message : 'Kunde inte koppla bort bank',
variant: 'destructive',
})
}
}
if (isLoading) {
return (
<div className="flex items-center justify-center h-32">
<Loader2 className="h-6 w-6 animate-spin text-muted-foreground" />
</div>
)
}
const activeConnections = bankConnections.filter((c) => c.status === 'active')
const actionRequiredConnections = bankConnections.filter((c) => ['expired', 'error'].includes(c.status))
return (
<div className="space-y-6">
<DestructiveConfirmDialog {...dialogProps} />
{/* Persistent CSV fallback after connection/sync failure */}
{showCsvFallback && (
<div className="flex items-center gap-3 rounded-lg border border-border bg-muted/50 p-4">
<Upload className="h-5 w-5 shrink-0 text-muted-foreground" />
<p className="flex-1 text-sm text-muted-foreground">
Har du problem med bankanslutningen? Du kan importera transaktioner manuellt via bankfil.
</p>
<Button variant="outline" size="sm" asChild>
<Link href="/import?mode=bank">Importera bankfil</Link>
</Button>
</div>
)}
{/* Action required — expired/error connections */}
{actionRequiredConnections.length > 0 && (
<Card className="border-warning/30">
<CardHeader>
<CardTitle>Åtgärd krävs</CardTitle>
<CardDescription>
Dessa anslutningar behöver uppmärksamhet.
</CardDescription>
</CardHeader>
<CardContent className="space-y-4">
{actionRequiredConnections.map((connection) => (
<BankConnectionStatus
key={connection.id}
connection={connection}
onSync={handleSyncTransactions}
onDisconnect={handleDisconnectBank}
onReconnect={handleConnectBank}
isSyncing={syncingConnectionId === connection.id}
/>
))}
</CardContent>
</Card>
)}
{/* Connected banks */}
{activeConnections.length > 0 && (
<Card>
<CardHeader>
<CardTitle>Anslutna banker</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
{activeConnections.map((connection) => (
<BankConnectionStatus
key={connection.id}
connection={connection}
onSync={handleSyncTransactions}
onDisconnect={handleDisconnectBank}
isSyncing={syncingConnectionId === connection.id}
/>
))}
</CardContent>
</Card>
)}
{/* Connect new bank */}
<Card>
<CardHeader>
<CardTitle>Anslut ny bank</CardTitle>
<CardDescription>
Välj din bank nedan för att koppla ditt konto via PSD2.
</CardDescription>
</CardHeader>
<CardContent>
<BankSelector
onConnect={handleConnectBank}
isConnecting={isConnecting}
connectingBankName={connectingBankName}
/>
</CardContent>
</Card>
{/* Info about PSD2 */}
<Card>
<CardHeader>
<CardTitle>Om bankintegration (PSD2)</CardTitle>
<CardDescription>
Automatisk import av transaktioner via PSD2 open banking.
Samtycket gäller i 90 dagar och behöver sedan förnyas.
</CardDescription>
</CardHeader>
<CardContent>
<p className="text-sm text-muted-foreground">
Vi använder säker bankintegration (PSD2). Vi kan endast läsa transaktioner,
aldrig flytta pengar. Du kan också importera transaktioner manuellt via
bankfiler på importsidan.
</p>
</CardContent>
</Card>
</div>
)
}