Files
accounted/app/api/transactions/batch-describe/route.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

180 lines
5.6 KiB
TypeScript

import { createClient } from '@/lib/supabase/server'
import { NextResponse } from 'next/server'
import { eventBus } from '@/lib/events'
import { ensureInitialized } from '@/lib/init'
import { validateBody } from '@/lib/api/validate'
import { BatchDescribeSchema } from '@/lib/api/schemas'
import { getTemplateById, buildMappingResultFromTemplate } from '@/lib/bookkeeping/booking-templates'
import { createTransactionJournalEntry } from '@/lib/bookkeeping/transaction-entries'
import { saveUserMappingRule } from '@/lib/bookkeeping/mapping-engine'
import { requireCompanyId } from '@/lib/company/context'
import type { Transaction, EntityType, TransactionCategory } from '@/types'
ensureInitialized()
export async function POST(request: Request) {
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const companyId = await requireCompanyId(supabase, user.id)
const validation = await validateBody(request, BatchDescribeSchema)
if (!validation.success) return validation.response
const { merchant_name, template_id, is_business, user_description } = validation.data
// Look up the template
const template = getTemplateById(template_id)
if (!template) {
return NextResponse.json({ error: 'Invalid template_id' }, { status: 400 })
}
// Fetch entity type and fiscal year start
const { data: settings } = await supabase
.from('company_settings')
.select('entity_type, fiscal_year_start_month')
.eq('company_id', companyId)
.single()
const entityType: EntityType = (settings?.entity_type as EntityType) || 'enskild_firma'
const fiscalYearStartMonth: number = settings?.fiscal_year_start_month ?? 1
// Fetch all uncategorized transactions from the specified merchant (limit 50)
const { data: transactions, error: fetchError } = await supabase
.from('transactions')
.select('*')
.eq('company_id', companyId)
.eq('merchant_name', merchant_name)
.is('journal_entry_id', null)
.order('date', { ascending: true })
.limit(50)
if (fetchError || !transactions || transactions.length === 0) {
return NextResponse.json({
data: { applied: 0, errors: [] },
})
}
const finalCategory: TransactionCategory = is_business
? template.fallback_category
: 'private'
let applied = 0
const errors: string[] = []
for (const tx of transactions) {
try {
const mappingResult = buildMappingResultFromTemplate(
template,
tx as Transaction,
entityType
)
// Ensure fiscal period exists
const txDate = new Date(tx.date)
const txMonth = txDate.getMonth() + 1
const txYear = txDate.getFullYear()
let periodStartYear: number
if (fiscalYearStartMonth === 1) {
periodStartYear = txYear
} else if (txMonth >= fiscalYearStartMonth) {
periodStartYear = txYear
} else {
periodStartYear = txYear - 1
}
const startMonth = String(fiscalYearStartMonth).padStart(2, '0')
const periodStart = `${periodStartYear}-${startMonth}-01`
const endYear = fiscalYearStartMonth === 1 ? periodStartYear : periodStartYear + 1
const endMonth = fiscalYearStartMonth === 1 ? 12 : fiscalYearStartMonth - 1
const lastDay = new Date(endYear, endMonth, 0).getDate()
const periodEnd = `${endYear}-${String(endMonth).padStart(2, '0')}-${String(lastDay).padStart(2, '0')}`
const periodName = fiscalYearStartMonth === 1
? `Räkenskapsår ${periodStartYear}`
: `Räkenskapsår ${periodStartYear}/${endYear}`
await supabase
.from('fiscal_periods')
.upsert({
user_id: user.id,
company_id: companyId,
name: periodName,
period_start: periodStart,
period_end: periodEnd,
}, { onConflict: 'company_id,period_start,period_end' })
// Create journal entry
let journalEntryId: string | null = null
try {
const journalEntry = await createTransactionJournalEntry(
supabase,
companyId,
user.id,
tx as Transaction,
mappingResult
)
if (journalEntry) {
journalEntryId = journalEntry.id
}
} catch (err) {
console.error(`[batch-describe] Journal entry failed for ${tx.id}:`, err)
}
// Update the transaction
await supabase
.from('transactions')
.update({
is_business,
category: finalCategory,
journal_entry_id: journalEntryId,
})
.eq('id', tx.id)
await eventBus.emit({
type: 'transaction.categorized',
payload: {
transaction: tx as Transaction,
account: mappingResult.debit_account,
taxCode: mappingResult.vat_lines[0]?.account_number || '',
userId: user.id,
companyId,
},
})
applied++
} catch (err) {
const msg = err instanceof Error ? err.message : 'Unknown error'
errors.push(`${tx.id}: ${msg}`)
}
}
// Save a mapping rule for future auto-categorization
if (applied > 0) {
try {
const sampleTx = transactions[0] as Transaction
const sampleResult = buildMappingResultFromTemplate(template, sampleTx, entityType)
await saveUserMappingRule(
supabase,
companyId,
merchant_name,
sampleResult.debit_account,
sampleResult.credit_account,
!is_business,
user_description,
template_id
)
} catch {
// Non-critical
}
}
return NextResponse.json({
data: { applied, errors },
})
}