* 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>
170 lines
5.1 KiB
TypeScript
170 lines
5.1 KiB
TypeScript
import { describe, it, expect, vi, beforeEach } from 'vitest'
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// Mock api-client
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const mockGetAllTransactionsWithRaw = vi.fn()
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const mockConvertTransaction = vi.fn()
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const mockGetAccountBalance = vi.fn()
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vi.mock('../api-client', () => ({
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getAllTransactionsWithRaw: (...args: unknown[]) => mockGetAllTransactionsWithRaw(...args),
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convertTransaction: (...args: unknown[]) => mockConvertTransaction(...args),
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getAccountBalance: (...args: unknown[]) => mockGetAccountBalance(...args),
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}))
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// Mock document service
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const mockUploadDocument = vi.fn()
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vi.mock('@/lib/core/documents/document-service', () => ({
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uploadDocument: (...args: unknown[]) => mockUploadDocument(...args),
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}))
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// Mock ingest
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const mockIngest = vi.fn()
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import { syncAccountTransactions } from '../sync'
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import type { StoredAccount } from '../../types'
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const USER_ID = 'user-1'
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const COMPANY_ID = 'company-1'
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const CONNECTION_ID = 'conn-1'
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function makeAccount(overrides: Partial<StoredAccount> = {}): StoredAccount {
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return {
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uid: 'acc-uid-1',
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currency: 'SEK',
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...overrides,
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}
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}
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describe('syncAccountTransactions', () => {
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beforeEach(() => {
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vi.clearAllMocks()
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mockGetAccountBalance.mockRejectedValue(new Error('skip'))
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mockIngest.mockResolvedValue({ imported: 1, duplicates: 0, errors: 0, reconciled: 0, auto_categorized: 0, auto_matched_invoices: 0, transaction_ids: ['tx-1'] })
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})
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it('calls uploadDocument for each raw page with correct filename pattern', async () => {
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const rawPage1 = JSON.stringify({ transactions: [{ transaction_amount: { amount: '100', currency: 'SEK' } }] })
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const rawPage2 = JSON.stringify({ transactions: [{ transaction_amount: { amount: '200', currency: 'SEK' } }] })
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mockGetAllTransactionsWithRaw.mockResolvedValue({
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transactions: [
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{ transaction_amount: { amount: '100', currency: 'SEK' } },
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{ transaction_amount: { amount: '200', currency: 'SEK' } },
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],
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rawPages: [rawPage1, rawPage2],
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})
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mockConvertTransaction.mockImplementation((tx: { transaction_amount: { amount: string } }) => ({
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id: `tx-${tx.transaction_amount.amount}`,
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date: '2024-06-15',
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booking_date: '2024-06-15',
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amount: parseFloat(tx.transaction_amount.amount),
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currency: 'SEK',
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description: 'Test',
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}))
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mockUploadDocument.mockResolvedValue({ id: 'doc-1' })
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const account = makeAccount()
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await syncAccountTransactions(
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{} as never,
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COMPANY_ID,
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USER_ID,
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CONNECTION_ID,
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account,
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'2024-01-01',
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'2024-12-31',
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mockIngest
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)
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expect(mockUploadDocument).toHaveBeenCalledTimes(2)
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// Verify filename pattern
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const firstCall = mockUploadDocument.mock.calls[0]
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expect(firstCall[3].name).toMatch(/^psd2-response_conn-1_acc-uid-1_.*_p1\.json$/)
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expect(firstCall[3].type).toBe('application/json')
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expect(firstCall[4]).toEqual({ upload_source: 'api' })
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const secondCall = mockUploadDocument.mock.calls[1]
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expect(secondCall[3].name).toMatch(/^psd2-response_conn-1_acc-uid-1_.*_p2\.json$/)
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})
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it('completes sync even if uploadDocument throws', async () => {
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mockGetAllTransactionsWithRaw.mockResolvedValue({
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transactions: [{ transaction_amount: { amount: '100', currency: 'SEK' } }],
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rawPages: ['{"transactions":[]}'],
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})
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mockConvertTransaction.mockReturnValue({
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id: 'tx-1',
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date: '2024-06-15',
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booking_date: '2024-06-15',
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amount: 100,
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currency: 'SEK',
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description: 'Test',
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})
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mockUploadDocument.mockRejectedValue(new Error('Storage error'))
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const errorSpy = vi.spyOn(console, 'error').mockImplementation(() => {})
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const account = makeAccount()
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const result = await syncAccountTransactions(
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{} as never,
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COMPANY_ID,
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USER_ID,
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CONNECTION_ID,
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account,
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'2024-01-01',
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'2024-12-31',
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mockIngest
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)
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expect(result.imported).toBe(1)
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expect(result.errors).toBe(0)
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expect(errorSpy).toHaveBeenCalledWith(
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expect.stringContaining('Failed to archive raw response'),
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expect.any(Error)
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)
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errorSpy.mockRestore()
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})
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it('passes raw transactions to ingest function', async () => {
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mockGetAllTransactionsWithRaw.mockResolvedValue({
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transactions: [{ transaction_amount: { amount: '500', currency: 'SEK' } }],
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rawPages: ['{}'],
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})
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mockConvertTransaction.mockReturnValue({
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id: 'tx-500',
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date: '2024-06-15',
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booking_date: '2024-06-15',
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amount: -500,
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currency: 'SEK',
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description: 'Purchase',
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counterparty_name: 'Store',
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merchant_category_code: '5411',
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})
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mockUploadDocument.mockResolvedValue({ id: 'doc-1' })
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const account = makeAccount()
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await syncAccountTransactions(
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{} as never,
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COMPANY_ID,
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USER_ID,
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CONNECTION_ID,
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account,
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'2024-01-01',
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'2024-12-31',
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mockIngest
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)
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expect(mockIngest).toHaveBeenCalledTimes(1)
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const rawTxns = mockIngest.mock.calls[0][3]
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expect(rawTxns).toHaveLength(1)
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expect(rawTxns[0].external_id).toBe('conn-1_tx-500')
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expect(rawTxns[0].import_source).toBe('enable_banking')
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})
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})
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