Add account hierarchy framework with migrations, RLS policies, and UI components

packages/features/finance/src/server/api.ts

@@ -1,8 +1,17 @@
-import type { Database } from '@kit/supabase/database';
 import type { SupabaseClient } from '@supabase/supabase-js';
 
-import type { CreateSepaBatchInput, AddSepaItemInput, CreateInvoiceInput } from '../schema/finance.schema';
-import { generateDirectDebitXml, generateCreditTransferXml, validateIban } from './services/sepa-xml-generator.service';
+import type { Database } from '@kit/supabase/database';
+
+import type {
+  CreateSepaBatchInput,
+  AddSepaItemInput,
+  CreateInvoiceInput,
+} from '../schema/finance.schema';
+import {
+  generateDirectDebitXml,
+  generateCreditTransferXml,
+  validateIban,
+} from './services/sepa-xml-generator.service';
 
 /* eslint-disable @typescript-eslint/no-explicit-any */
 
@@ -12,24 +21,38 @@ export function createFinanceApi(client: SupabaseClient<Database>) {
   return {
     // --- SEPA Batches ---
     async listBatches(accountId: string) {
-      const { data, error } = await client.from('sepa_batches').select('*')
-        .eq('account_id', accountId).order('created_at', { ascending: false });
+      const { data, error } = await client
+        .from('sepa_batches')
+        .select('*')
+        .eq('account_id', accountId)
+        .order('created_at', { ascending: false });
       if (error) throw error;
       return data ?? [];
     },
 
     async getBatch(batchId: string) {
-      const { data, error } = await client.from('sepa_batches').select('*').eq('id', batchId).single();
+      const { data, error } = await client
+        .from('sepa_batches')
+        .select('*')
+        .eq('id', batchId)
+        .single();
       if (error) throw error;
       return data;
     },
 
     async createBatch(input: CreateSepaBatchInput, userId: string) {
-      const { data, error } = await client.from('sepa_batches').insert({
-        account_id: input.accountId, batch_type: input.batchType,
-        description: input.description, execution_date: input.executionDate,
-        pain_format: input.painFormat, created_by: userId,
-      }).select().single();
+      const { data, error } = await client
+        .from('sepa_batches')
+        .insert({
+          account_id: input.accountId,
+          batch_type: input.batchType,
+          description: input.description,
+          execution_date: input.executionDate,
+          pain_format: input.painFormat,
+          created_by: userId,
+        })
+        .select()
+        .single();
       if (error) throw error;
       return data;
     },
@@ -40,13 +63,21 @@ export function createFinanceApi(client: SupabaseClient<Database>) {
         throw new Error(`Invalid IBAN: ${input.debtorIban}`);
       }
 
-      const { data, error } = await client.from('sepa_items').insert({
-        batch_id: input.batchId, member_id: input.memberId,
-        debtor_name: input.debtorName, debtor_iban: input.debtorIban.replace(/\s/g, '').toUpperCase(),
-        debtor_bic: input.debtorBic, amount: input.amount,
-        mandate_id: input.mandateId, mandate_date: input.mandateDate,
-        remittance_info: input.remittanceInfo,
-      }).select().single();
+      const { data, error } = await client
+        .from('sepa_items')
+        .insert({
+          batch_id: input.batchId,
+          member_id: input.memberId,
+          debtor_name: input.debtorName,
+          debtor_iban: input.debtorIban.replace(/\s/g, '').toUpperCase(),
+          debtor_bic: input.debtorBic,
+          amount: input.amount,
+          mandate_id: input.mandateId,
+          mandate_date: input.mandateDate,
+          remittance_info: input.remittanceInfo,
+        })
+        .select()
+        .single();
       if (error) throw error;
 
       // Update batch totals
@@ -55,21 +86,34 @@ export function createFinanceApi(client: SupabaseClient<Database>) {
     },
 
     async getBatchItems(batchId: string) {
-      const { data, error } = await client.from('sepa_items').select('*')
-        .eq('batch_id', batchId).order('created_at');
+      const { data, error } = await client
+        .from('sepa_items')
+        .select('*')
+        .eq('batch_id', batchId)
+        .order('created_at');
       if (error) throw error;
       return data ?? [];
     },
 
     async recalculateBatchTotals(batchId: string) {
       const items = await this.getBatchItems(batchId);
-      const total = items.reduce((sum: number, i: any) => sum + Number(i.amount), 0);
-      await client.from('sepa_batches').update({
-        total_amount: total, item_count: items.length,
-      }).eq('id', batchId);
+      const total = items.reduce(
+        (sum: number, i: any) => sum + Number(i.amount),
+        0,
+      );
+      await client
+        .from('sepa_batches')
+        .update({
+          total_amount: total,
+          item_count: items.length,
+        })
+        .eq('id', batchId);
     },
 
-    async generateSepaXml(batchId: string, creditor: { name: string; iban: string; bic: string; creditorId: string }) {
+    async generateSepaXml(
+      batchId: string,
+      creditor: { name: string; iban: string; bic: string; creditorId: string },
+    ) {
       const batch = await this.getBatch(batchId);
       const items = await this.getBatchItems(batchId);
 
@@ -89,39 +133,65 @@ export function createFinanceApi(client: SupabaseClient<Database>) {
         })),
       };
 
-      const xml = batch.batch_type === 'direct_debit'
-        ? generateDirectDebitXml(config)
-        : generateCreditTransferXml(config);
+      const xml =
+        batch.batch_type === 'direct_debit'
+          ? generateDirectDebitXml(config)
+          : generateCreditTransferXml(config);
 
       // Update batch status
-      await client.from('sepa_batches').update({ status: 'ready' }).eq('id', batchId);
+      await client
+        .from('sepa_batches')
+        .update({ status: 'ready' })
+        .eq('id', batchId);
 
       return xml;
     },
 
     // --- Invoices ---
     async listInvoices(accountId: string, opts?: { status?: string }) {
-      let query = client.from('invoices').select('*').eq('account_id', accountId)
+      let query = client
+        .from('invoices')
+        .select('*')
+        .eq('account_id', accountId)
         .order('issue_date', { ascending: false });
-      if (opts?.status) query = query.eq('status', opts.status as Database['public']['Enums']['invoice_status']);
+      if (opts?.status)
+        query = query.eq(
+          'status',
+          opts.status as Database['public']['Enums']['invoice_status'],
+        );
       const { data, error } = await query;
       if (error) throw error;
       return data ?? [];
     },
 
     async createInvoice(input: CreateInvoiceInput, userId: string) {
-      const subtotal = input.items.reduce((sum, item) => sum + item.quantity * item.unitPrice, 0);
+      const subtotal = input.items.reduce(
+        (sum, item) => sum + item.quantity * item.unitPrice,
+        0,
+      );
       const taxAmount = subtotal * (input.taxRate / 100);
       const totalAmount = subtotal + taxAmount;
 
-      const { data: invoice, error: invoiceError } = await client.from('invoices').insert({
-        account_id: input.accountId, invoice_number: input.invoiceNumber,
-        member_id: input.memberId, recipient_name: input.recipientName,
-        recipient_address: input.recipientAddress, issue_date: input.issueDate,
-        due_date: input.dueDate, status: 'draft',
-        subtotal, tax_rate: input.taxRate, tax_amount: taxAmount, total_amount: totalAmount,
-        notes: input.notes, created_by: userId,
-      }).select().single();
+      const { data: invoice, error: invoiceError } = await client
+        .from('invoices')
+        .insert({
+          account_id: input.accountId,
+          invoice_number: input.invoiceNumber,
+          member_id: input.memberId,
+          recipient_name: input.recipientName,
+          recipient_address: input.recipientAddress,
+          issue_date: input.issueDate,
+          due_date: input.dueDate,
+          status: 'draft',
+          subtotal,
+          tax_rate: input.taxRate,
+          tax_amount: taxAmount,
+          total_amount: totalAmount,
+          notes: input.notes,
+          created_by: userId,
+        })
+        .select()
+        .single();
       if (invoiceError) throw invoiceError;
 
       // Insert line items
@@ -134,17 +204,26 @@ export function createFinanceApi(client: SupabaseClient<Database>) {
         sort_order: i,
       }));
 
-      const { error: itemsError } = await client.from('invoice_items').insert(items);
+      const { error: itemsError } = await client
+        .from('invoice_items')
+        .insert(items);
       if (itemsError) throw itemsError;
 
       return invoice;
     },
 
     async getInvoiceWithItems(invoiceId: string) {
-      const { data, error } = await client.from('invoices').select('*').eq('id', invoiceId).single();
+      const { data, error } = await client
+        .from('invoices')
+        .select('*')
+        .eq('id', invoiceId)
+        .single();
       if (error) throw error;
-      const { data: items } = await client.from('invoice_items').select('*')
-        .eq('invoice_id', invoiceId).order('sort_order');
+      const { data: items } = await client
+        .from('invoice_items')
+        .select('*')
+        .eq('invoice_id', invoiceId)
+        .order('sort_order');
       return { ...data, items: items ?? [] };
     },
 
@@ -172,15 +251,21 @@ export function createFinanceApi(client: SupabaseClient<Database>) {
         .eq('account_id', accountId);
       if (catError) throw catError;
 
-      const mandateMap = new Map((mandates ?? []).map((m: any) => [m.member_id, m]));
-      const categoryMap = new Map((categories ?? []).map((c: any) => [c.id, Number(c.amount)]));
+      const mandateMap = new Map(
+        (mandates ?? []).map((m: any) => [m.member_id, m]),
+      );
+      const categoryMap = new Map(
+        (categories ?? []).map((c: any) => [c.id, Number(c.amount)]),
+      );
 
       let addedCount = 0;
       for (const member of (members ?? []) as any[]) {
         const mandate = mandateMap.get(member.id);
         if (!mandate) continue;
 
-        const amount = member.dues_category_id ? categoryMap.get(member.dues_category_id) ?? 0 : 0;
+        const amount = member.dues_category_id
+          ? (categoryMap.get(member.dues_category_id) ?? 0)
+          : 0;
         if (amount <= 0) continue;
 
         const { error } = await client.from('sepa_items').insert({