* Implement company and account deletion features
- Add event types for company and account deletion to CoreEvent.
- Enhance Supabase middleware to handle company context resolution and cookie management for archived companies.
- Create API routes for deleting accounts and companies, including necessary validations and event emissions.
- Implement tests for account and company deletion endpoints to ensure proper functionality and error handling.
- Add retention notice component to inform users about bookkeeping data retention during destructive actions.
- Create database migrations to support soft deletion of companies and anonymization of user accounts, ensuring compliance with retention laws.
* feat: enhance account deletion process and update user notifications
* Add service client for onboarding completion check and update escape hatch visibility
* Enhance invite flow and email handling for company members
* Refactor company context and RLS policies for active company isolation
- Update `switchCompany` to remove unnecessary revalidation as client handles navigation.
- Revise `getActiveCompanyId` to prioritize `user_preferences` and validate against non-archived memberships.
- Modify `setActiveCompany` to ensure `user_preferences` is the authoritative source while maintaining cookie compatibility.
- Enhance middleware to resolve active company using `user_preferences` and fallback to first non-archived membership.
- Introduce new API route `/api/company/current` to fetch the active company ID for cross-tab synchronization.
- Implement `CompanyTabSync` component for real-time active company enforcement across tabs.
- Create migration for RLS policies to enforce single-active-company isolation using `current_active_company_id()`.
* feat: implement viewer role enforcement for write permissions
- Added `useCanWrite` hook to determine if the current user has write permissions based on their role in the active company.
- Updated various components (JournalEntryForm, CustomerForm, DeadlineForm, etc.) to disable write actions and show a lock icon with a tooltip for users without write permissions.
- Introduced `requireWritePermission` function to enforce write permissions at the API level, returning a 403 response for viewers.
- Created tests to verify the behavior of the viewer role and write permissions.
- Added database migration to enforce read-only access for viewers at the database level.
* 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
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Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: enhance validation for moms_period and conditionally set vat_number and moms_period based on vat_registered
* Enhance preprocessing for first year fields, fiscal year end month, and accounting method in schema validation
* fix: simplify schema validation by removing unnecessary preprocessors
* fix: prevent setting invalid values in select components across multiple forms
* fix: improve layout responsiveness and conditional rendering in onboarding steps
* feat: mobile UX improvements across dashboard pages
- Responsive layouts with stacked mobile forms and grid desktop views
- Safe area handling (viewportFit cover, bottom nav insets, main padding)
- Touch-friendly dialogs, tabs, and page headers
- Mobile nav drawer open/close animation
- Dashboard layout parallel Supabase queries
- SIE parser: handle quoted VER/TRANS fields
- Skip account override for template-based transaction booking
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* fix: address PR review feedback from Greptile
- Fix nav drawer close timer race condition with useRef + clearTimeout
- Show locked VAT rate as read-only label on mobile instead of hiding it
- Remove dead bottom-16 class overridden by inline style
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Mattsson