Files
accounted/lib/deadlines/status-engine.ts
T
Mattsson 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

233 lines
6.8 KiB
TypeScript

/**
* Status engine for deadline status transitions
*
* Status flow:
* upcoming ──(14d före)──> action_needed ──(manuell)──> in_progress
* │ │
* │ ──(manuell)──> submitted ──> confirmed
* │
* (passerad)
* │
* v
* overdue
*/
import { SupabaseClient } from '@supabase/supabase-js'
import { createLogger } from '@/lib/logger'
import type { DeadlineStatus } from '@/types'
const log = createLogger('deadline-status')
/**
* Number of days before deadline when status changes to action_needed
*/
export const ACTION_NEEDED_THRESHOLD_DAYS = 14
/**
* Valid manual status transitions
*/
export const MANUAL_TRANSITIONS: Record<DeadlineStatus, DeadlineStatus[]> = {
upcoming: ['action_needed', 'in_progress'],
action_needed: ['in_progress', 'submitted'],
in_progress: ['submitted', 'action_needed'],
submitted: ['confirmed', 'in_progress'],
confirmed: [], // Terminal state
overdue: ['in_progress', 'submitted'], // Can recover from overdue
}
/**
* Check if a manual status transition is valid
*/
export function isValidTransition(
currentStatus: DeadlineStatus,
newStatus: DeadlineStatus
): boolean {
return MANUAL_TRANSITIONS[currentStatus].includes(newStatus)
}
/**
* Calculate days until a deadline
*/
export function daysUntilDeadline(dueDate: string): number {
const today = new Date()
today.setHours(0, 0, 0, 0)
const deadline = new Date(dueDate)
deadline.setHours(0, 0, 0, 0)
return Math.ceil((deadline.getTime() - today.getTime()) / (1000 * 60 * 60 * 24))
}
/**
* Determine the automatic status based on deadline date
*/
export function getAutomaticStatus(
dueDate: string,
currentStatus: DeadlineStatus
): DeadlineStatus | null {
const daysUntil = daysUntilDeadline(dueDate)
// Already in terminal or user-controlled state
if (['submitted', 'confirmed', 'in_progress'].includes(currentStatus)) {
// Check for overdue on submitted (shouldn't happen often)
if (currentStatus === 'submitted' && daysUntil < 0) {
return null // Keep as submitted, don't change to overdue
}
return null
}
// Past deadline without submission
if (daysUntil < 0 && currentStatus !== 'overdue') {
return 'overdue'
}
// Within action needed threshold
if (daysUntil <= ACTION_NEEDED_THRESHOLD_DAYS && currentStatus === 'upcoming') {
return 'action_needed'
}
return null
}
/**
* Update deadline statuses automatically (called by daily cron)
*/
export async function updateDeadlineStatuses(
supabase: SupabaseClient
): Promise<{ updated: number; newlyOverdue: number; newlyActionNeeded: number }> {
const today = new Date()
today.setHours(0, 0, 0, 0)
const todayStr = today.toISOString().split('T')[0]
// Calculate the action_needed threshold date
const thresholdDate = new Date(today)
thresholdDate.setDate(thresholdDate.getDate() + ACTION_NEEDED_THRESHOLD_DAYS)
const thresholdStr = thresholdDate.toISOString().split('T')[0]
let updated = 0
let newlyOverdue = 0
let newlyActionNeeded = 0
// 1. Mark overdue: past deadline, not completed, not submitted/confirmed
const { data: overdueDeadlines, error: overdueError } = await supabase
.from('deadlines')
.update({
status: 'overdue',
status_changed_at: new Date().toISOString(),
})
.lt('due_date', todayStr)
.eq('is_completed', false)
.in('status', ['upcoming', 'action_needed'])
.select('id')
if (overdueError) {
log.error('Error updating overdue deadlines:', overdueError)
} else {
newlyOverdue = overdueDeadlines?.length || 0
updated += newlyOverdue
}
// 2. Mark action_needed: within threshold, currently upcoming
const { data: actionNeededDeadlines, error: actionNeededError } = await supabase
.from('deadlines')
.update({
status: 'action_needed',
status_changed_at: new Date().toISOString(),
})
.gte('due_date', todayStr)
.lte('due_date', thresholdStr)
.eq('status', 'upcoming')
.eq('is_completed', false)
.select('id')
if (actionNeededError) {
log.error('Error updating action_needed deadlines:', actionNeededError)
} else {
newlyActionNeeded = actionNeededDeadlines?.length || 0
updated += newlyActionNeeded
}
return { updated, newlyOverdue, newlyActionNeeded }
}
/**
* Manually update a deadline's status
*/
export async function updateDeadlineStatus(
supabase: SupabaseClient,
deadlineId: string,
companyId: string,
newStatus: DeadlineStatus
): Promise<{ success: boolean; error?: string }> {
// Fetch current deadline
const { data: deadline, error: fetchError } = await supabase
.from('deadlines')
.select('status, is_completed')
.eq('id', deadlineId)
.eq('company_id', companyId)
.single()
if (fetchError || !deadline) {
return { success: false, error: 'Deadline not found' }
}
// Check if transition is valid
if (!isValidTransition(deadline.status, newStatus)) {
return {
success: false,
error: `Invalid transition from ${deadline.status} to ${newStatus}`,
}
}
// Update the status
const updates: Record<string, unknown> = {
status: newStatus,
status_changed_at: new Date().toISOString(),
}
// If marking as confirmed, also mark as completed
if (newStatus === 'confirmed') {
updates.is_completed = true
updates.completed_at = new Date().toISOString()
}
const { error: updateError } = await supabase
.from('deadlines')
.update(updates)
.eq('id', deadlineId)
.eq('company_id', companyId)
if (updateError) {
return { success: false, error: updateError.message }
}
return { success: true }
}
/**
* Get deadlines that need attention (action_needed or overdue)
*/
export async function getDeadlinesNeedingAttention(
supabase: SupabaseClient,
companyId: string
): Promise<{
actionNeeded: Array<{ id: string; title: string; due_date: string; tax_deadline_type: string | null }>
overdue: Array<{ id: string; title: string; due_date: string; tax_deadline_type: string | null }>
}> {
const { data: deadlines, error } = await supabase
.from('deadlines')
.select('id, title, due_date, tax_deadline_type, status')
.eq('company_id', companyId)
.eq('is_completed', false)
.in('status', ['action_needed', 'overdue'])
.order('due_date', { ascending: true })
if (error) {
log.error('Error fetching deadlines needing attention:', error)
return { actionNeeded: [], overdue: [] }
}
const actionNeeded = deadlines?.filter((d) => d.status === 'action_needed') || []
const overdue = deadlines?.filter((d) => d.status === 'overdue') || []
return { actionNeeded, overdue }
}