Files
accounted/extensions/general/push-notifications/index.ts
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

264 lines
8.3 KiB
TypeScript

/**
* Push Notifications Extension
*
* Converts system events into instant push notifications.
* Also provides cron-based scheduling for time-dependent checks
* (tax deadlines, invoice due/overdue).
*
* Event handlers follow the gate pattern:
* check extension setting -> build payload -> send via unified pipeline
*/
import type { Extension, ExtensionContext } from '@/lib/extensions/types'
import type { EventPayload } from '@/lib/events/types'
import { pushNotificationsApiRoutes } from './api-routes'
import { sendNotificationToUser } from './notification-sender'
import {
createPeriodLockedPayload,
createYearClosedPayload,
createInvoiceSentPayload,
createReceiptExtractedPayload,
createReceiptMatchedPayload,
} from './payload-builders'
// ============================================================
// Settings
// ============================================================
export interface PushNotificationSettings {
periodLockedEnabled: boolean
periodYearClosedEnabled: boolean
invoiceSentEnabled: boolean
receiptExtractedEnabled: boolean
receiptMatchedEnabled: boolean
missingUnderlagEnabled: boolean
}
const DEFAULT_SETTINGS: PushNotificationSettings = {
periodLockedEnabled: true,
periodYearClosedEnabled: true,
invoiceSentEnabled: false,
receiptExtractedEnabled: true,
receiptMatchedEnabled: true,
missingUnderlagEnabled: true,
}
/** Get settings via ExtensionContext (preferred in event handlers) */
async function getSettingsViaCtx(ctx: ExtensionContext): Promise<PushNotificationSettings> {
const stored = await ctx.settings.get<Partial<PushNotificationSettings>>()
return { ...DEFAULT_SETTINGS, ...(stored || {}) }
}
/** Get settings for external callers (settings routes, cron jobs) */
export async function getSettings(userId: string): Promise<PushNotificationSettings> {
const { createClient } = await import('@/lib/supabase/server')
const supabase = await createClient()
const { data } = await supabase
.from('notification_settings')
.select(
'period_locked_enabled, period_year_closed_enabled, invoice_sent_enabled, receipt_extracted_enabled, receipt_matched_enabled, missing_underlag_enabled'
)
.eq('company_id', userId)
.single()
if (!data) return { ...DEFAULT_SETTINGS }
return {
periodLockedEnabled: data.period_locked_enabled ?? DEFAULT_SETTINGS.periodLockedEnabled,
periodYearClosedEnabled: data.period_year_closed_enabled ?? DEFAULT_SETTINGS.periodYearClosedEnabled,
invoiceSentEnabled: data.invoice_sent_enabled ?? DEFAULT_SETTINGS.invoiceSentEnabled,
receiptExtractedEnabled: data.receipt_extracted_enabled ?? DEFAULT_SETTINGS.receiptExtractedEnabled,
receiptMatchedEnabled: data.receipt_matched_enabled ?? DEFAULT_SETTINGS.receiptMatchedEnabled,
missingUnderlagEnabled: data.missing_underlag_enabled ?? DEFAULT_SETTINGS.missingUnderlagEnabled,
}
}
export async function saveSettings(
userId: string,
partial: Partial<PushNotificationSettings>
): Promise<PushNotificationSettings> {
const current = await getSettings(userId)
const merged = { ...current, ...partial }
const { createClient } = await import('@/lib/supabase/server')
const supabase = await createClient()
await supabase
.from('notification_settings')
.upsert(
{
user_id: userId,
period_locked_enabled: merged.periodLockedEnabled,
period_year_closed_enabled: merged.periodYearClosedEnabled,
invoice_sent_enabled: merged.invoiceSentEnabled,
receipt_extracted_enabled: merged.receiptExtractedEnabled,
receipt_matched_enabled: merged.receiptMatchedEnabled,
missing_underlag_enabled: merged.missingUnderlagEnabled,
},
{ onConflict: 'user_id' }
)
return merged
}
// ============================================================
// Event Handlers
// ============================================================
async function handlePeriodLocked(
payload: EventPayload<'period.locked'>,
ctx?: ExtensionContext
): Promise<void> {
const { period, userId } = payload
const settings = ctx ? await getSettingsViaCtx(ctx) : await getSettings(userId)
if (!settings.periodLockedEnabled) return
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
const notificationPayload = createPeriodLockedPayload(period.name, period.id)
const result = await sendNotificationToUser(
supabase,
userId,
notificationPayload,
'period_locked',
period.id
)
if (result.sent) {
(ctx?.log ?? console).info(`Period locked notification sent for ${period.name}`)
}
}
async function handleYearClosed(
payload: EventPayload<'period.year_closed'>,
ctx?: ExtensionContext
): Promise<void> {
const { period, userId } = payload
const settings = ctx ? await getSettingsViaCtx(ctx) : await getSettings(userId)
if (!settings.periodYearClosedEnabled) return
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
const notificationPayload = createYearClosedPayload(period.name, period.id)
const result = await sendNotificationToUser(
supabase,
userId,
notificationPayload,
'period_year_closed',
period.id
)
if (result.sent) {
(ctx?.log ?? console).info(`Year closed notification sent for ${period.name}`)
}
}
async function handleInvoiceSent(
payload: EventPayload<'invoice.sent'>,
ctx?: ExtensionContext
): Promise<void> {
const { invoice, userId } = payload
const settings = ctx ? await getSettingsViaCtx(ctx) : await getSettings(userId)
if (!settings.invoiceSentEnabled) return
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
const notificationPayload = createInvoiceSentPayload(
invoice.invoice_number,
invoice.id
)
const result = await sendNotificationToUser(
supabase,
userId,
notificationPayload,
'invoice_sent',
invoice.id
)
if (result.sent) {
(ctx?.log ?? console).info(`Invoice sent notification for #${invoice.invoice_number}`)
}
}
async function handleReceiptExtracted(
payload: EventPayload<'receipt.extracted'>,
ctx?: ExtensionContext
): Promise<void> {
const { receipt, userId } = payload
const settings = ctx ? await getSettingsViaCtx(ctx) : await getSettings(userId)
if (!settings.receiptExtractedEnabled) return
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
const notificationPayload = createReceiptExtractedPayload(
receipt.merchant_name,
receipt.id
)
const result = await sendNotificationToUser(
supabase,
userId,
notificationPayload,
'receipt_extracted',
receipt.id
)
if (result.sent) {
(ctx?.log ?? console).info(`Receipt extracted notification for ${receipt.id}`)
}
}
async function handleReceiptMatched(
payload: EventPayload<'receipt.matched'>,
ctx?: ExtensionContext
): Promise<void> {
const { receipt, transaction, userId } = payload
const settings = ctx ? await getSettingsViaCtx(ctx) : await getSettings(userId)
if (!settings.receiptMatchedEnabled) return
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
const notificationPayload = createReceiptMatchedPayload(receipt.id, transaction.id)
const result = await sendNotificationToUser(
supabase,
userId,
notificationPayload,
'receipt_matched',
receipt.id
)
if (result.sent) {
(ctx?.log ?? console).info(`Receipt matched notification for ${receipt.id}`)
}
}
// ============================================================
// Extension Object
// ============================================================
export const pushNotificationsExtension: Extension = {
id: 'push-notifications',
name: 'Push-notiser',
version: '1.0.0',
sector: 'general',
apiRoutes: pushNotificationsApiRoutes,
eventHandlers: [
{ eventType: 'period.locked', handler: handlePeriodLocked },
{ eventType: 'period.year_closed', handler: handleYearClosed },
{ eventType: 'invoice.sent', handler: handleInvoiceSent },
{ eventType: 'receipt.extracted', handler: handleReceiptExtracted },
{ eventType: 'receipt.matched', handler: handleReceiptMatched },
],
settingsPanel: {
label: 'Push-notiser',
path: '/settings/extensions/push-notifications',
},
async onInstall(ctx) {
await ctx.settings.set('settings', DEFAULT_SETTINGS)
},
}