Files
accounted/extensions/general/ai-categorization/api-routes.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

162 lines
4.5 KiB
TypeScript

import { NextResponse } from 'next/server'
import type { ApiRouteDefinition, ExtensionContext } from '@/lib/extensions/types'
import type { CategorizationSuggestion } from './categorizer'
import { categorizeTransactions, getSettings, saveSettings } from './index'
// ============================================================
// /suggestions — GET: fetch stored suggestions
// ============================================================
async function handleGetSuggestions(
request: Request,
ctx?: ExtensionContext
): Promise<Response> {
const userId = ctx!.userId
const { createClient } = await import('@/lib/supabase/server')
const supabase = await createClient()
const { searchParams } = new URL(request.url)
const idsParam = searchParams.get('transaction_ids')
if (!idsParam) {
return NextResponse.json({ error: 'transaction_ids is required' }, { status: 400 })
}
const transactionIds = idsParam.split(',').filter(Boolean).slice(0, 50)
// Read stored suggestions from extension_data
const keys = transactionIds.map((id) => `suggestion:${id}`)
const { data: records } = await supabase
.from('extension_data')
.select('key, value')
.eq('company_id', userId)
.eq('extension_id', 'ai-categorization')
.in('key', keys)
const suggestions: Record<string, CategorizationSuggestion> = {}
if (records) {
for (const record of records) {
const txId = record.key.replace('suggestion:', '')
suggestions[txId] = record.value as unknown as CategorizationSuggestion
}
}
return NextResponse.json({ suggestions })
}
// ============================================================
// /suggestions — POST: trigger on-demand categorization
// ============================================================
async function handlePostSuggestions(
request: Request,
ctx?: ExtensionContext
): Promise<Response> {
const userId = ctx!.userId
const body = await request.json()
const { transaction_ids } = body
if (!Array.isArray(transaction_ids) || transaction_ids.length === 0) {
return NextResponse.json({ error: 'transaction_ids is required' }, { status: 400 })
}
const ids = transaction_ids.slice(0, 50)
try {
const suggestions = await categorizeTransactions(userId, ids)
// Group by transaction ID
const grouped: Record<string, CategorizationSuggestion> = {}
for (const s of suggestions) {
grouped[s.transactionId] = s
}
return NextResponse.json({ suggestions: grouped })
} catch (error) {
console.error('[ai-categorization] On-demand categorization failed:', error)
return NextResponse.json(
{ error: 'AI categorization failed' },
{ status: 500 }
)
}
}
// ============================================================
// /settings — GET: get current settings
// ============================================================
async function handleGetSettings(
_request: Request,
ctx?: ExtensionContext
): Promise<Response> {
const userId = ctx!.userId
const settings = await getSettings(userId)
return NextResponse.json({ data: settings })
}
// ============================================================
// /settings — PUT/PATCH: update settings
// ============================================================
async function handleUpdateSettings(
request: Request,
ctx?: ExtensionContext
): Promise<Response> {
const userId = ctx!.userId
const body = await request.json()
// Validate setting keys
const allowedKeys = [
'autoSuggestEnabled',
'confidenceThreshold',
'providerModel',
]
const filtered: Record<string, unknown> = {}
for (const key of allowedKeys) {
if (key in body) {
filtered[key] = body[key]
}
}
if (Object.keys(filtered).length === 0) {
return NextResponse.json({ error: 'No valid settings provided' }, { status: 400 })
}
const settings = await saveSettings(userId, filtered)
return NextResponse.json({ data: settings })
}
// ============================================================
// Route definitions
// ============================================================
export const aiCategorizationApiRoutes: ApiRouteDefinition[] = [
{
method: 'GET',
path: '/suggestions',
handler: handleGetSuggestions,
},
{
method: 'POST',
path: '/suggestions',
handler: handlePostSuggestions,
},
{
method: 'GET',
path: '/settings',
handler: handleGetSettings,
},
{
method: 'PUT',
path: '/settings',
handler: handleUpdateSettings,
},
{
method: 'PATCH',
path: '/settings',
handler: handleUpdateSettings,
},
]