* 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>
133 lines
4.1 KiB
TypeScript
133 lines
4.1 KiB
TypeScript
import type { SupabaseClient } from '@supabase/supabase-js'
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export interface MonthlyBreakdownMonth {
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label: string
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income: number
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expenses: number
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net: number
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}
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export interface MonthlyBreakdown {
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months: MonthlyBreakdownMonth[]
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}
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const MONTH_LABELS = [
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'Jan', 'Feb', 'Mar', 'Apr', 'Maj', 'Jun',
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'Jul', 'Aug', 'Sep', 'Okt', 'Nov', 'Dec',
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]
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/**
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* Generate monthly income vs expenses breakdown for a fiscal period.
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*
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* Groups posted journal entry lines by month and account class:
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* - Class 3 (30xx) = revenue (credit side)
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* - Class 4-7 (40xx-79xx) = expenses (debit side)
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*/
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export async function generateMonthlyBreakdown(
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supabase: SupabaseClient,
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companyId: string,
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fiscalPeriodId: string
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): Promise<MonthlyBreakdown> {
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// Get the fiscal period date range
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const { data: period, error: periodError } = await supabase
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.from('fiscal_periods')
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.select('period_start, period_end')
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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 (periodError || !period) {
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return { months: [] }
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}
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// Get all posted journal entry lines for this period with their entry dates
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const { data: lines, error: linesError } = await supabase
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.from('journal_entry_lines')
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.select(`
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account_number,
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debit_amount,
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credit_amount,
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journal_entry:journal_entries!inner(
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entry_date,
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status,
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company_id,
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fiscal_period_id
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)
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`)
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.eq('journal_entries.fiscal_period_id', fiscalPeriodId)
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.eq('journal_entries.company_id', companyId)
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.eq('journal_entries.status', 'posted')
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if (linesError || !lines) {
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return { months: [] }
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}
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// Build monthly aggregates using year-aware keys ("2024-03", "2024-04", etc.)
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// to avoid data corruption for non-calendar fiscal years (e.g., Apr-Mar)
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const monthMap = new Map<string, { year: number; month: number; income: number; expenses: number }>()
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// Initialize all months in the period range
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const startDate = new Date(period.period_start)
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const endDate = new Date(period.period_end)
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for (
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let y = startDate.getFullYear(), m = startDate.getMonth();
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y < endDate.getFullYear() || (y === endDate.getFullYear() && m <= endDate.getMonth());
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m === 11 ? (y++, m = 0) : m++
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) {
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const key = `${y}-${String(m).padStart(2, '0')}`
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monthMap.set(key, { year: y, month: m, income: 0, expenses: 0 })
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}
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for (const line of lines) {
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const entry = line.journal_entry as unknown as {
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entry_date: string
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status: string
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company_id: string
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fiscal_period_id: string
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}
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const accountClass = parseInt(line.account_number.charAt(0))
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const entryDate = new Date(entry.entry_date)
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const key = `${entryDate.getFullYear()}-${String(entryDate.getMonth()).padStart(2, '0')}`
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if (!monthMap.has(key)) {
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monthMap.set(key, { year: entryDate.getFullYear(), month: entryDate.getMonth(), income: 0, expenses: 0 })
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}
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const bucket = monthMap.get(key)!
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if (accountClass === 3) {
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// Revenue accounts: credit side represents revenue
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bucket.income = Math.round((bucket.income + line.credit_amount - line.debit_amount) * 100) / 100
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} else if (accountClass >= 4 && accountClass <= 7) {
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// Expense accounts: debit side represents expenses
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bucket.expenses = Math.round((bucket.expenses + line.debit_amount - line.credit_amount) * 100) / 100
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} else if (accountClass === 8) {
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// Financial items (class 8): interest, exchange gains/losses, etc.
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const amount = line.credit_amount - line.debit_amount
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if (amount >= 0) {
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bucket.income = Math.round((bucket.income + amount) * 100) / 100
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} else {
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bucket.expenses = Math.round((bucket.expenses + Math.abs(amount)) * 100) / 100
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}
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}
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}
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// Convert to sorted array (keys sort naturally as "YYYY-MM")
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const months: MonthlyBreakdownMonth[] = []
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const sortedKeys = Array.from(monthMap.keys()).sort()
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for (const key of sortedKeys) {
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const data = monthMap.get(key)!
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months.push({
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label: MONTH_LABELS[data.month],
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income: data.income,
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expenses: data.expenses,
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net: Math.round((data.income - data.expenses) * 100) / 100,
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})
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}
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return { months }
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}
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