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