0dd1f5ebc1
* 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>
128 lines
4.2 KiB
TypeScript
128 lines
4.2 KiB
TypeScript
/**
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* Batch Document Matching
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*
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* Orchestrates matching multiple inbox items to transactions in a single sweep.
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* Fetches all unbooked transactions once, then runs per-item matching with
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* greedy assignment to prevent double-matching.
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*/
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import type { SupabaseClient } from '@supabase/supabase-js'
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import type { InvoiceInboxItem, Transaction } from '@/types'
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import { matchDocumentToTransactions, type DocumentMatchResult } from './document-matcher'
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export interface BatchMatchResult {
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matched: number
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total: number
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matches: Array<{ inboxItemId: string; result: DocumentMatchResult }>
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}
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/**
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* Run a matching sweep for all ready unmatched inbox items.
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*
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* 1. Fetches all ready/processing inbox items without a matched_transaction_id
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* 2. Fetches all unbooked expense transactions
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* 3. Runs matching per item, greedily assigning (highest confidence first)
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* 4. Persists matches back to inbox items
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*/
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export async function runDocumentMatchingSweep(
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supabase: SupabaseClient,
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companyId: string,
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inboxItemIds?: string[]
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): Promise<BatchMatchResult> {
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// 1. Fetch unmatched inbox items
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let query = supabase
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.from('invoice_inbox_items')
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.select('*')
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.eq('company_id', companyId)
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.is('matched_transaction_id', null)
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.in('status', ['ready', 'processing'])
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if (inboxItemIds && inboxItemIds.length > 0) {
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query = query.in('id', inboxItemIds)
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}
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const { data: inboxItems, error: itemsError } = await query
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if (itemsError || !inboxItems || inboxItems.length === 0) {
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console.log(`[batch-match] No unmatched inbox items found`)
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return { matched: 0, total: 0, matches: [] }
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}
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console.log(`[batch-match] Starting sweep: ${inboxItems.length} unmatched inbox items`)
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// 2. Fetch all unbooked expense transactions (broad window: last 90 days)
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const ninetyDaysAgo = new Date()
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ninetyDaysAgo.setDate(ninetyDaysAgo.getDate() - 90)
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const { data: transactions, error: txError } = await supabase
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.from('transactions')
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.select('*')
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.eq('company_id', companyId)
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.is('journal_entry_id', null)
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.is('is_business', null)
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.lt('amount', 0)
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.gte('date', ninetyDaysAgo.toISOString().split('T')[0])
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.order('date', { ascending: false })
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if (txError || !transactions || transactions.length === 0) {
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console.log(`[batch-match] No candidate transactions found (last 90 days)`)
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return { matched: 0, total: inboxItems.length, matches: [] }
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}
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console.log(`[batch-match] ${transactions.length} candidate transactions (last 90 days)`)
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// 3. Run matching for each item and collect results
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const pendingMatches: Array<{
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inboxItemId: string
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result: DocumentMatchResult
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}> = []
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for (const item of inboxItems as InvoiceInboxItem[]) {
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const result = await matchDocumentToTransactions(
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supabase,
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companyId,
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item,
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transactions as Transaction[]
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)
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if (result) {
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pendingMatches.push({ inboxItemId: item.id, result })
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}
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}
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// 4. Greedy assignment: sort by confidence desc, assign each transaction at most once
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pendingMatches.sort((a, b) => b.result.confidence - a.result.confidence)
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const assignedTransactionIds = new Set<string>()
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const finalMatches: typeof pendingMatches = []
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for (const match of pendingMatches) {
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if (assignedTransactionIds.has(match.result.transactionId)) {
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console.log(`[batch-match] Skipped item=${match.inboxItemId} → tx=${match.result.transactionId} (already assigned to higher-confidence match)`)
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continue // Transaction already assigned to a higher-confidence match
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}
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assignedTransactionIds.add(match.result.transactionId)
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finalMatches.push(match)
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}
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console.log(`[batch-match] Sweep complete: ${finalMatches.length}/${inboxItems.length} items matched, ${pendingMatches.length - finalMatches.length} skipped (greedy dedup)`)
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// 5. Persist matches
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for (const { inboxItemId, result } of finalMatches) {
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await supabase
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.from('invoice_inbox_items')
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.update({
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matched_transaction_id: result.transactionId,
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match_confidence: result.confidence,
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match_method: result.method,
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})
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.eq('id', inboxItemId)
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.eq('company_id', companyId)
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}
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return {
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matched: finalMatches.length,
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total: inboxItems.length,
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matches: finalMatches,
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}
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}
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