* 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>
142 lines
4.1 KiB
TypeScript
142 lines
4.1 KiB
TypeScript
import { createClient } from '@/lib/supabase/server'
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import { NextResponse } from 'next/server'
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import { requireCompanyId } from '@/lib/company/context'
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import type { SIEAccount } from '@/lib/import/types'
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/**
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* Determine account type based on account class (first digit)
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*/
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function getAccountType(accountNumber: string): 'asset' | 'equity' | 'liability' | 'revenue' | 'expense' {
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const firstDigit = parseInt(accountNumber.charAt(0), 10)
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switch (firstDigit) {
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case 1:
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return 'asset'
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case 2:
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// 20xx-20xx is equity, 21xx-29xx is liability
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const group = parseInt(accountNumber.substring(0, 2), 10)
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return group <= 20 ? 'equity' : 'liability'
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case 3:
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return 'revenue'
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case 4:
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case 5:
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case 6:
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case 7:
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return 'expense'
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case 8:
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// 8xxx can be either revenue (83xx interest income) or expense
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const subGroup = parseInt(accountNumber.substring(0, 2), 10)
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return subGroup >= 83 && subGroup <= 84 ? 'revenue' : 'expense'
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default:
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return 'expense'
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}
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}
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/**
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* Determine normal balance based on account type
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*/
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function getNormalBalance(accountType: string): 'debit' | 'credit' {
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switch (accountType) {
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case 'asset':
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case 'expense':
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return 'debit'
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case 'equity':
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case 'liability':
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case 'revenue':
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return 'credit'
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default:
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return 'debit'
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}
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}
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/**
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* POST /api/import/sie/create-accounts
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* Create missing accounts from SIE file definitions
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*/
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export async function POST(request: Request) {
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const supabase = await createClient()
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const {
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data: { user },
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} = await supabase.auth.getUser()
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if (!user) {
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return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
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}
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const companyId = await requireCompanyId(supabase, user.id)
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try {
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const body = await request.json()
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const accounts: SIEAccount[] = body.accounts
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if (!accounts || !Array.isArray(accounts) || accounts.length === 0) {
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return NextResponse.json({ error: 'No accounts provided' }, { status: 400 })
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}
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// Prepare accounts for upsert (idempotent — safe to retry)
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const accountsToUpsert = accounts.map(account => {
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const accountClass = parseInt(account.number.charAt(0), 10) || 1
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const accountGroup = account.number.substring(0, 2)
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const accountType = getAccountType(account.number)
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const normalBalance = getNormalBalance(accountType)
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return {
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user_id: user.id,
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company_id: companyId,
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account_number: account.number,
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account_name: account.name,
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account_class: accountClass,
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account_group: accountGroup,
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account_type: accountType,
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normal_balance: normalBalance,
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plan_type: 'full_bas',
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is_active: true,
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is_system_account: false, // User-created via import
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sort_order: parseInt(account.number, 10) || 0,
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}
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})
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// Upsert in batches of 100 to avoid timeout
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// ignoreDuplicates skips rows that already exist (no update)
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const batchSize = 100
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let totalCreated = 0
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for (let i = 0; i < accountsToUpsert.length; i += batchSize) {
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const batch = accountsToUpsert.slice(i, i + batchSize)
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const { data: upserted, error } = await supabase
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.from('chart_of_accounts')
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.upsert(batch, {
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onConflict: 'user_id,account_number',
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ignoreDuplicates: true,
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count: 'exact',
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})
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.select('account_number')
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if (error) {
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console.error('Error upserting accounts batch:', error)
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return NextResponse.json({
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error: `Failed to create accounts: ${error.message}`,
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created: totalCreated,
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}, { status: 500 })
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}
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totalCreated += upserted?.length ?? batch.length
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}
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return NextResponse.json({
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success: true,
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created: totalCreated,
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message: `Created ${totalCreated} new accounts`,
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})
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} catch (error) {
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console.error('Create accounts error:', error)
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return NextResponse.json(
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{ error: error instanceof Error ? error.message : 'Failed to create accounts' },
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{ status: 500 }
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)
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}
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}
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