* 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>
266 lines
7.4 KiB
TypeScript
266 lines
7.4 KiB
TypeScript
import type { SupabaseClient } from '@supabase/supabase-js'
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import { eventBus } from '@/lib/events'
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import { validatePeriodDuration } from '@/lib/bookkeeping/validate-period-duration'
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import type { FiscalPeriod, PeriodStatus } from '@/types'
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/**
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* Lock a fiscal period — prevents new journal entries from being posted.
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* Requires: period exists, belongs to company, not already locked/closed.
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*/
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export async function lockPeriod(
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supabase: SupabaseClient,
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companyId: string,
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userId: string,
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fiscalPeriodId: string
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): Promise<FiscalPeriod> {
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// Fetch period
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const { data: period, error: fetchError } = await supabase
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.from('fiscal_periods')
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.select('*')
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.eq('id', fiscalPeriodId)
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.eq('company_id', companyId)
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.single()
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if (fetchError || !period) {
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throw new Error('Fiscal period not found')
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}
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if (period.is_closed) {
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throw new Error('Period is already closed')
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}
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if (period.locked_at) {
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throw new Error('Period is already locked')
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}
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// Check for uncategorized business transactions in this period
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const { count: unbookedCount } = await supabase
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.from('transactions')
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.select('id', { count: 'exact', head: true })
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.eq('company_id', companyId)
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.is('journal_entry_id', null)
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.eq('is_business', true)
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.gte('date', period.period_start)
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.lte('date', period.period_end)
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if (unbookedCount && unbookedCount > 0) {
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throw new Error(
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`Kan inte låsa period: ${unbookedCount} affärstransaktion(er) saknar bokföring. Bokför alla transaktioner innan perioden låses.`
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)
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}
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const { data: updated, error: updateError } = await supabase
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.from('fiscal_periods')
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.update({ locked_at: new Date().toISOString() })
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.eq('id', fiscalPeriodId)
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.eq('company_id', companyId)
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.select()
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.single()
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if (updateError || !updated) {
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throw new Error(`Failed to lock period: ${updateError?.message}`)
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}
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const result = updated as FiscalPeriod
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await eventBus.emit({
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type: 'period.locked',
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payload: { period: result, companyId, userId },
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})
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return result
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}
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/**
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* Close a fiscal period — marks it as permanently closed.
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* Requires: period is locked AND closing_entry_id is set (year-end must run first).
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*/
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export async function closePeriod(
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supabase: SupabaseClient,
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companyId: string,
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userId: string,
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fiscalPeriodId: string
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): Promise<FiscalPeriod> {
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const { data: period, error: fetchError } = await supabase
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.from('fiscal_periods')
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.select('*')
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.eq('id', fiscalPeriodId)
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.eq('company_id', companyId)
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.single()
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if (fetchError || !period) {
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throw new Error('Fiscal period not found')
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}
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if (period.is_closed) {
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throw new Error('Period is already closed')
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}
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if (!period.locked_at) {
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throw new Error('Period must be locked before closing')
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}
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if (!period.closing_entry_id) {
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throw new Error('Year-end closing must be executed before closing the period')
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}
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const { data: updated, error: updateError } = await supabase
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.from('fiscal_periods')
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.update({
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is_closed: true,
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closed_at: new Date().toISOString(),
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})
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.eq('id', fiscalPeriodId)
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.eq('company_id', companyId)
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.select()
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.single()
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if (updateError || !updated) {
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throw new Error(`Failed to close period: ${updateError?.message}`)
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}
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return updated as FiscalPeriod
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}
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/**
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* Create the next fiscal period following the current one.
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* Computes dates based on the current period's length (handles brutet räkenskapsår).
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* Sets previous_period_id for chain validation.
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*/
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export async function createNextPeriod(
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supabase: SupabaseClient,
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companyId: string,
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userId: string,
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currentPeriodId: string
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): Promise<FiscalPeriod> {
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const { data: current, error: fetchError } = await supabase
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.from('fiscal_periods')
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.select('*')
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.eq('id', currentPeriodId)
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.eq('company_id', companyId)
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.single()
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if (fetchError || !current) {
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throw new Error('Current fiscal period not found')
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}
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// Compute next period start (day after current end)
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const nextStart = new Date(current.period_end)
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nextStart.setDate(nextStart.getDate() + 1)
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// Compute period length from current period to handle broken fiscal years
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const currentStart = new Date(current.period_start)
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const currentEnd = new Date(current.period_end)
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// Calculate months difference
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const monthsDiff =
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(currentEnd.getFullYear() - currentStart.getFullYear()) * 12 +
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(currentEnd.getMonth() - currentStart.getMonth())
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// Next period end: add same number of months from next start, then go to end of that month
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const nextEnd = new Date(nextStart)
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nextEnd.setMonth(nextEnd.getMonth() + monthsDiff)
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// Go to end of the month
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nextEnd.setMonth(nextEnd.getMonth() + 1)
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nextEnd.setDate(0)
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const nextStartStr = nextStart.toISOString().split('T')[0]
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const nextEndStr = nextEnd.toISOString().split('T')[0]
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// Validate period duration (max 18 months per BFL 3 kap.)
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const durationError = validatePeriodDuration(nextStartStr, nextEndStr)
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if (durationError) {
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throw new Error(durationError)
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}
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// Check for overlapping periods
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const { data: overlapping } = await supabase
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.from('fiscal_periods')
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.select('id')
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.eq('company_id', companyId)
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.lte('period_start', nextEndStr)
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.gte('period_end', nextStartStr)
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.limit(1)
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if (overlapping && overlapping.length > 0) {
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throw new Error('Next fiscal period already exists or overlaps with an existing period')
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}
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// Generate name: e.g. "FY 2025" or "FY 2025/2026"
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const startYear = nextStart.getFullYear()
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const endYear = nextEnd.getFullYear()
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const name = startYear === endYear ? `FY ${startYear}` : `FY ${startYear}/${endYear}`
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const { data: newPeriod, error: insertError } = await supabase
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.from('fiscal_periods')
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.insert({
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company_id: companyId,
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user_id: userId,
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name,
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period_start: nextStartStr,
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period_end: nextEndStr,
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previous_period_id: currentPeriodId,
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})
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.select()
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.single()
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if (insertError || !newPeriod) {
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throw new Error(`Failed to create next period: ${insertError?.message}`)
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}
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return newPeriod as FiscalPeriod
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}
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/**
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* Get status summary for a fiscal period.
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*/
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export async function getPeriodStatus(
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supabase: SupabaseClient,
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companyId: string,
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userId: string,
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fiscalPeriodId: string
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): Promise<PeriodStatus> {
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const { data: period, error: fetchError } = await supabase
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.from('fiscal_periods')
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.select('*')
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.eq('id', fiscalPeriodId)
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.eq('company_id', companyId)
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.single()
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if (fetchError || !period) {
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throw new Error('Fiscal period not found')
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}
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// Count draft entries in this period
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const { count: draftCount } = await supabase
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.from('journal_entries')
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.select('id', { count: 'exact', head: true })
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.eq('company_id', companyId)
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.eq('fiscal_period_id', fiscalPeriodId)
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.eq('status', 'draft')
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// Check if next period exists
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const nextStart = new Date(period.period_end)
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nextStart.setDate(nextStart.getDate() + 1)
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const { data: nextPeriod } = await supabase
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.from('fiscal_periods')
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.select('id')
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.eq('company_id', companyId)
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.eq('previous_period_id', fiscalPeriodId)
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.maybeSingle()
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return {
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is_locked: !!period.locked_at,
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is_closed: period.is_closed,
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has_closing_entry: !!period.closing_entry_id,
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has_opening_balances: period.opening_balances_set,
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draft_count: draftCount ?? 0,
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next_period_exists: !!nextPeriod,
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}
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}
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