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