Files
accounted/extensions/general/invoice-inbox/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

228 lines
6.6 KiB
TypeScript

import { analyzeInvoice } from './lib/invoice-analyzer'
import { matchSupplier } from './lib/supplier-matcher'
import type { Extension, ExtensionContext } from '@/lib/extensions/types'
import type { EventPayload } from '@/lib/events/types'
import type { InvoiceInboxSettings } from './types'
import { invoiceInboxApiRoutes } from './api-routes'
// ============================================================
// Settings
// ============================================================
const DEFAULT_SETTINGS: InvoiceInboxSettings = {
autoProcessEnabled: true,
autoMatchSupplierEnabled: true,
supplierMatchThreshold: 0.7,
inboxEmail: null,
}
/** Get settings via ExtensionContext (preferred in event handlers) */
async function getSettingsViaCtx(ctx: ExtensionContext): Promise<InvoiceInboxSettings> {
const stored = await ctx.settings.get<Partial<InvoiceInboxSettings>>()
return { ...DEFAULT_SETTINGS, ...(stored || {}) }
}
/** Get settings for external callers (settings routes, API routes) */
export async function getSettings(userId: string): Promise<InvoiceInboxSettings> {
const { createClient } = await import('@/lib/supabase/server')
const supabase = await createClient()
const { data } = await supabase
.from('extension_data')
.select('value')
.eq('company_id', userId)
.eq('extension_id', 'invoice-inbox')
.eq('key', 'settings')
.single()
if (!data?.value) return { ...DEFAULT_SETTINGS }
return { ...DEFAULT_SETTINGS, ...(data.value as Partial<InvoiceInboxSettings>) }
}
export async function saveSettings(
userId: string,
partial: Partial<InvoiceInboxSettings>
): Promise<InvoiceInboxSettings> {
const current = await getSettings(userId)
const merged = { ...current, ...partial }
const { createClient } = await import('@/lib/supabase/server')
const supabase = await createClient()
await supabase
.from('extension_data')
.upsert(
{
user_id: userId,
extension_id: 'invoice-inbox',
key: 'settings',
value: merged,
},
{ onConflict: 'user_id,extension_id,key' }
)
return merged
}
// ============================================================
// Event Handlers
// ============================================================
const INVOICE_MIME_TYPES = [
'application/pdf',
'image/jpeg',
'image/png',
'image/webp',
]
/**
* When a PDF/image is uploaded via the document archive, check if it should
* be auto-processed as a supplier invoice.
*/
async function handleDocumentUploaded(
payload: EventPayload<'document.uploaded'>,
ctx?: ExtensionContext
): Promise<void> {
const { document, userId, companyId } = payload
const log = ctx?.log ?? console
// Gate: Is it a supported file type?
if (!document.mime_type || !INVOICE_MIME_TYPES.includes(document.mime_type)) {
return
}
// Gate: Is autoProcessEnabled?
const settings = ctx ? await getSettingsViaCtx(ctx) : await getSettings(userId)
if (!settings.autoProcessEnabled) {
return
}
// Gate: Was this document already processed as an inbox item?
const supabase = ctx?.supabase ?? await (await import('@/lib/supabase/server')).createClient()
const { data: existing } = await supabase
.from('invoice_inbox_items')
.select('id')
.eq('company_id', userId)
.eq('document_id', document.id)
.limit(1)
if (existing && existing.length > 0) {
return
}
log.info(`Auto-process triggered for document ${document.id}`)
try {
// Create inbox item
const { data: inboxItem, error: insertError } = await supabase
.from('invoice_inbox_items')
.insert({
user_id: userId,
status: 'processing',
source: 'upload',
document_id: document.id,
})
.select()
.single()
if (insertError || !inboxItem) {
log.error('Failed to create inbox item:', insertError)
return
}
// Download file from storage
const { data: fileData, error: downloadError } = await supabase.storage
.from('documents')
.download(document.storage_path)
if (downloadError || !fileData) {
await supabase
.from('invoice_inbox_items')
.update({ status: 'error', error_message: 'Failed to download document' })
.eq('id', inboxItem.id)
return
}
// Convert to base64
const arrayBuffer = await fileData.arrayBuffer()
const base64 = Buffer.from(arrayBuffer).toString('base64')
// Analyze invoice
const extraction = await analyzeInvoice(base64, document.mime_type)
// Supplier matching
let matchedSupplierId: string | null = null
if (settings.autoMatchSupplierEnabled) {
const { data: suppliers } = await supabase
.from('suppliers')
.select('*')
.eq('company_id', userId)
if (suppliers && suppliers.length > 0) {
const match = matchSupplier(extraction, suppliers)
if (match && match.confidence >= settings.supplierMatchThreshold) {
matchedSupplierId = match.supplierId
}
}
}
// Update inbox item with extracted data
await supabase
.from('invoice_inbox_items')
.update({
status: 'ready',
extracted_data: extraction as unknown as Record<string, unknown>,
confidence: extraction.confidence,
matched_supplier_id: matchedSupplierId,
})
.eq('id', inboxItem.id)
// Fetch updated item
const { data: updatedItem } = await supabase
.from('invoice_inbox_items')
.select('*')
.eq('id', inboxItem.id)
.single()
if (updatedItem) {
const emit = ctx?.emit ?? (await import('@/lib/events/bus')).eventBus.emit.bind((await import('@/lib/events/bus')).eventBus)
await emit({
type: 'supplier_invoice.extracted',
payload: {
inboxItem: updatedItem,
confidence: extraction.confidence,
userId,
companyId,
},
})
}
log.info(`Invoice ${inboxItem.id} processed (confidence: ${extraction.confidence})`)
} catch (error) {
log.error('handleDocumentUploaded failed:', error)
}
}
// ============================================================
// Extension Object
// ============================================================
export const invoiceInboxExtension: Extension = {
id: 'invoice-inbox',
name: 'Invoice Inbox',
version: '1.0.0',
sector: 'general',
apiRoutes: invoiceInboxApiRoutes,
eventHandlers: [
{ eventType: 'document.uploaded', handler: handleDocumentUploaded },
],
settingsPanel: {
label: 'Invoice Inbox',
path: '/settings/extensions/invoice-inbox',
},
async onInstall(ctx) {
await ctx.settings.set('settings', DEFAULT_SETTINGS)
},
}