Merge pull request #136 from MR-medreport/develop

main <- develop

app/home/(user)/_components/cart/mobile-cart-items.tsx

@@ -6,7 +6,7 @@ import { useTranslation } from 'react-i18next';
 
 import { Table, TableBody } from '@kit/ui/shadcn/table';
 
-import MobileCartRow from './mobile-cart-row';
+import MobileTableRow from './mobile-table-row';
 
 const MobileCartItems = ({
   item,
@@ -24,12 +24,12 @@ const MobileCartItems = ({
   return (
     <Table className="border-separate rounded-lg border p-2">
       <TableBody>
-        <MobileCartRow
+        <MobileTableRow
           titleKey={productColumnLabelKey}
           value={item.product_title}
         />
-        <MobileCartRow titleKey="cart:table.time" value={item.quantity} />
+        <MobileTableRow titleKey="cart:table.time" value={item.quantity} />
-        <MobileCartRow
+        <MobileTableRow
           titleKey="cart:table.price"
           value={formatCurrency({
             value: item.unit_price,
@@ -37,7 +37,7 @@ const MobileCartItems = ({
             locale: language,
           })}
         />
-        <MobileCartRow
+        <MobileTableRow
           titleKey="cart:table.total"
           value={
             item.total &&

app/home/(user)/_components/cart/mobile-cart-service-items.tsx

@@ -8,7 +8,7 @@ import { Button } from '@kit/ui/shadcn/button';
 import { Table, TableBody, TableCell, TableRow } from '@kit/ui/shadcn/table';
 
 import CartItemDelete from './cart-item-delete';
-import MobileCartRow from './mobile-cart-row';
+import MobileTableRow from './mobile-table-row';
 import { EnrichedCartItem } from './types';
 
 const MobileCartServiceItems = ({
@@ -31,20 +31,20 @@ const MobileCartServiceItems = ({
   return (
     <Table className="border-separate rounded-lg border p-2">
       <TableBody>
-        <MobileCartRow
+        <MobileTableRow
           titleKey={productColumnLabelKey}
           value={item.product_title}
         />
-        <MobileCartRow
+        <MobileTableRow
           titleKey="cart:table.time"
           value={formatDateAndTime(item.reservation.startTime.toString())}
         />
-        <MobileCartRow
+        <MobileTableRow
           titleKey="cart:table.location"
           value={item.reservation.location?.address ?? '-'}
         />
-        <MobileCartRow titleKey="cart:table.quantity" value={item.quantity} />
+        <MobileTableRow titleKey="cart:table.quantity" value={item.quantity} />
-        <MobileCartRow
+        <MobileTableRow
           titleKey="cart:table.price"
           value={formatCurrency({
             value: item.unit_price,
@@ -52,7 +52,7 @@ const MobileCartServiceItems = ({
             locale: language,
           })}
         />
-        <MobileCartRow
+        <MobileTableRow
           titleKey="cart:table.total"
           value={
             item.total &&

app/home/(user)/_components/cart/mobile-table-row.tsx

@@ -3,7 +3,7 @@ import React from 'react';
 import { Trans } from '@kit/ui/makerkit/trans';
 import { TableCell, TableHead, TableRow } from '@kit/ui/shadcn/table';
 
-const MobileCartRow = ({
+const MobleTableRow = ({
   titleKey,
   value,
 }: {
@@ -16,14 +16,9 @@ const MobileCartRow = ({
     </TableHead>
 
     <TableCell className="p-0 text-right">
-      <p
+      <p className="txt-medium-plus text-ui-fg-base">{value}</p>
-        className="txt-medium-plus text-ui-fg-base"
-        data-testid="product-title"
-      >
-        {value}
-      </p>
     </TableCell>
   </TableRow>
 );
 
-export default MobileCartRow;
+export default MobleTableRow;

app/home/(user)/_components/orders/order-block.tsx

@@ -51,7 +51,7 @@ export default function OrderBlock({
           </Link>
         </div>
       )}
-      <div className="flex flex-col gap-4">
+      <div className="flex flex-col sm:gap-4">
         {analysisOrder && (
           <OrderItemsTable
             items={itemsAnalysisPackage}

app/home/(user)/_components/orders/order-items-table.tsx

@@ -23,6 +23,7 @@ import { Trans } from '@kit/ui/trans';
 import type { Order } from '~/lib/types/order';
 
 import { cancelTtoBooking } from '../../_lib/server/actions';
+import MobileTableRow from '../cart/mobile-table-row';
 import { logAnalysisResultsNavigateAction } from './actions';
 
 export type OrderItemType = 'analysisOrder' | 'ttoService';
@@ -60,76 +61,130 @@ export default function OrderItemsTable({
   };
 
   return (
-    <Table className="border-separate rounded-lg border">
+    <>
-      <TableHeader className="text-ui-fg-subtle txt-medium-plus">
+      <Table className="border-separate rounded-lg border p-2 sm:hidden">
-        <TableRow>
+        <TableBody>
-          <TableHead className="px-6">
+          {items
-            <Trans i18nKey={title} />
+            .sort((a, b) =>
-          </TableHead>
+              (a.created_at ?? '') > (b.created_at ?? '') ? -1 : 1,
-          <TableHead className="px-6">
+            )
-            <Trans i18nKey="orders:table.createdAt" />
+            .map((orderItem) => (
-          </TableHead>
+              <div key={`${orderItem.id}-mobile`}>
-          {order.location && (
+                <MobileTableRow
+                  titleKey={title}
+                  value={orderItem.product_title || ''}
+                />
+                <MobileTableRow
+                  titleKey="orders:table.createdAt"
+                  value={formatDate(orderItem.created_at, 'dd.MM.yyyy HH:mm')}
+                />
+                {order.location && (
+                  <MobileTableRow
+                    titleKey="orders:table.location"
+                    value={order.location}
+                  />
+                )}
+                <MobileTableRow
+                  titleKey="orders:table.status"
+                  value={
+                    isPackage
+                      ? `orders:status.analysisPackageOrder.${order?.status ?? 'CONFIRMED'}`
+                      : `orders:status.${type}.${order?.status ?? 'CONFIRMED'}`
+                  }
+                />
+                <TableRow>
+                  <TableCell />
+                  <TableCell className="flex w-full items-center justify-end p-0 pt-2">
+                    <Button size="sm" onClick={openDetailedView}>
+                      <Trans i18nKey="analysis-results:view" />
+                    </Button>
+                    {isTtoservice && order.bookingCode && (
+                      <Button
+                        size="sm"
+                        className="bg-warning/90 hover:bg-warning"
+                        onClick={() => setIsConfirmOpen(true)}
+                      >
+                        <Trans i18nKey="analysis-results:cancel" />
+                      </Button>
+                    )}
+                  </TableCell>
+                </TableRow>
+              </div>
+            ))}
+        </TableBody>
+      </Table>
+
+      <Table className="hidden border-separate rounded-lg border sm:block">
+        <TableHeader className="text-ui-fg-subtle txt-medium-plus">
+          <TableRow>
             <TableHead className="px-6">
-              <Trans i18nKey="orders:table.location" />
+              <Trans i18nKey={title} />
             </TableHead>
-          )}
+            <TableHead className="px-6">
-          <TableHead className="px-6">
+              <Trans i18nKey="orders:table.createdAt" />
-            <Trans i18nKey="orders:table.status" />
+            </TableHead>
-          </TableHead>
+            {order.location && (
-          {isAnalysisOrder && <TableHead className="px-6"></TableHead>}
+              <TableHead className="px-6">
-        </TableRow>
+                <Trans i18nKey="orders:table.location" />
-      </TableHeader>
+              </TableHead>
-      <TableBody>
+            )}
-        {items
+            <TableHead className="px-6">
-          .sort((a, b) =>
+              <Trans i18nKey="orders:table.status" />
-            (a.created_at ?? '') > (b.created_at ?? '') ? -1 : 1,
+            </TableHead>
-          )
+            {isAnalysisOrder && <TableHead className="px-6"></TableHead>}
-          .map((orderItem) => (
+          </TableRow>
-            <TableRow className="w-full" key={orderItem.id}>
+        </TableHeader>
-              <TableCell className="w-[100%] px-6 text-left">
+        <TableBody>
-                <p className="txt-medium-plus text-ui-fg-base">
+          {items
-                  {orderItem.product_title}
+            .sort((a, b) =>
-                </p>
+              (a.created_at ?? '') > (b.created_at ?? '') ? -1 : 1,
-              </TableCell>
+            )
-
+            .map((orderItem) => (
-              <TableCell className="px-6 whitespace-nowrap">
+              <TableRow className="w-full" key={orderItem.id}>
-                {formatDate(orderItem.created_at, 'dd.MM.yyyy HH:mm')}
+                <TableCell className="w-[100%] px-6 text-left">
-              </TableCell>
+                  <p className="txt-medium-plus text-ui-fg-base">
-              {order.location && (
+                    {orderItem.product_title}
-                <TableCell className="min-w-[180px] px-6">
+                  </p>
-                  {order.location}
                 </TableCell>
-              )}
-              <TableCell className="min-w-[180px] px-6">
-                {isPackage ? (
-                  <Trans
-                    i18nKey={`orders:status.analysisPackageOrder.${order?.status ?? 'CONFIRMED'}`}
-                  />
-                ) : (
-                  <Trans
-                    i18nKey={`orders:status.${type}.${order?.status ?? 'CONFIRMED'}`}
-                  />
-                )}
-              </TableCell>
 
-              <TableCell className="px-6 text-right">
+                <TableCell className="px-6 whitespace-nowrap">
-                <Button size="sm" onClick={openDetailedView}>
+                  {formatDate(orderItem.created_at, 'dd.MM.yyyy HH:mm')}
-                  <Trans i18nKey="analysis-results:view" />
+                </TableCell>
-                </Button>
+                {order.location && (
-                {isTtoservice && order.bookingCode && (
+                  <TableCell className="min-w-[180px] px-6">
-                  <Button
+                    {order.location}
-                    size="sm"
+                  </TableCell>
-                    className="bg-warning/90 hover:bg-warning mt-2 w-full"
-                    onClick={() => setIsConfirmOpen(true)}
-                  >
-                    <Trans i18nKey="analysis-results:cancel" />
-                  </Button>
                 )}
-              </TableCell>
+                <TableCell className="min-w-[180px] px-6">
-            </TableRow>
+                  {isPackage ? (
-          ))}
+                    <Trans
-      </TableBody>
+                      i18nKey={`orders:status.analysisPackageOrder.${order?.status ?? 'CONFIRMED'}`}
+                    />
+                  ) : (
+                    <Trans
+                      i18nKey={`orders:status.${type}.${order?.status ?? 'CONFIRMED'}`}
+                    />
+                  )}
+                </TableCell>
+
+                <TableCell className="px-6 text-right">
+                  <Button size="sm" onClick={openDetailedView}>
+                    <Trans i18nKey="analysis-results:view" />
+                  </Button>
+                  {isTtoservice && order.bookingCode && (
+                    <Button
+                      size="sm"
+                      className="bg-warning/90 hover:bg-warning mt-2 w-full"
+                      onClick={() => setIsConfirmOpen(true)}
+                    >
+                      <Trans i18nKey="analysis-results:cancel" />
+                    </Button>
+                  )}
+                </TableCell>
+              </TableRow>
+            ))}
+        </TableBody>
+      </Table>
       {order?.bookingCode && order?.clinicId && (
         <ConfirmationModal
           isOpen={isConfirmOpen}
@@ -141,6 +196,6 @@ export default function OrderItemsTable({
           descriptionKey="orders:confirmBookingCancel.description"
         />
       )}
-    </Table>
+    </>
   );
 }

packages/features/accounts/src/components/personal-account-dropdown.tsx

@@ -94,8 +94,8 @@ export function PersonalAccountDropdown({
     const hasDoctorRole =
       personalAccountData?.application_role === ApplicationRoleEnum.Doctor;
 
-    return hasDoctorRole && hasTotpFactor;
+    return hasDoctorRole;
-  }, [personalAccountData, hasTotpFactor]);
+  }, [personalAccountData]);
 
   return (
     <DropdownMenu>

packages/features/accounts/src/server/services/account-balance.service.ts

@@ -1,6 +1,7 @@
 import { getSupabaseServerClient } from '@kit/supabase/server-client';
 
 import type { AccountBalanceEntry } from '../../types/account-balance-entry';
+import { createAccountsApi } from '../api';
 
 export type AccountBalanceSummary = {
   totalBalance: number;
@@ -88,6 +89,11 @@ export class AccountBalanceService {
    * Get balance summary for dashboard display
    */
   async getBalanceSummary(accountId: string): Promise<AccountBalanceSummary> {
+    const api = createAccountsApi(this.supabase);
+
+    const hasAccountTeamMembership =
+      await api.hasAccountTeamMembership(accountId);
+
     const [balance, entries] = await Promise.all([
       this.getAccountBalance(accountId),
       this.getAccountBalanceEntries(accountId, { limit: 5 }),
@@ -113,6 +119,14 @@ export class AccountBalanceService {
     const expiringSoon =
       expiringData?.reduce((sum, entry) => sum + (entry.amount || 0), 0) || 0;
 
+    if (!hasAccountTeamMembership) {
+      return {
+        totalBalance: 0,
+        expiringSoon,
+        recentEntries: entries.entries,
+      };
+    }
+
     return {
       totalBalance: balance,
       expiringSoon,

packages/features/team-accounts/src/components/members/account-members-table.tsx

@@ -32,7 +32,7 @@ type Members =
   Database['medreport']['Functions']['get_account_members']['Returns'];
 
 interface Permissions {
-  canUpdateRole: (roleHierarchy: number) => boolean;
+  canUpdateRole: boolean;
   canRemoveFromAccount: (roleHierarchy: number) => boolean;
   canTransferOwnership: boolean;
   canUpdateBenefit: boolean;
@@ -67,11 +67,7 @@ export function AccountMembersTable({
   const { t } = useTranslation('teams');
 
   const permissions = {
-    canUpdateRole: (targetRole: number) => {
+    canUpdateRole: canManageRoles,
-      return (
-        isPrimaryOwner || (canManageRoles && userRoleHierarchy < targetRole)
-      );
-    },
     canRemoveFromAccount: (targetRole: number) => {
       return (
         isPrimaryOwner || (canManageRoles && userRoleHierarchy < targetRole)
@@ -271,7 +267,6 @@ function ActionsDropdown({
   const isPrimaryOwner = member.primary_owner_user_id === member.user_id;
 
   const memberRoleHierarchy = member.role_hierarchy_level;
-  const canUpdateRole = permissions.canUpdateRole(memberRoleHierarchy);
 
   const canRemoveFromAccount =
     permissions.canRemoveFromAccount(memberRoleHierarchy);
@@ -279,9 +274,10 @@ function ActionsDropdown({
   // if has no permission to update role, transfer ownership or remove from account
   // do not render the dropdown menu
   if (
-    !canUpdateRole &&
+    !permissions.canUpdateRole &&
     !permissions.canTransferOwnership &&
-    !canRemoveFromAccount
+    !canRemoveFromAccount &&
+    !permissions.canUpdateBenefit
   ) {
     return null;
   }
@@ -296,7 +292,7 @@ function ActionsDropdown({
         </DropdownMenuTrigger>
 
         <DropdownMenuContent>
-          <If condition={canUpdateRole && !isPrimaryOwner}>
+          <If condition={permissions.canUpdateRole}>
             <DropdownMenuItem onClick={() => setIsUpdatingRole(true)}>
               <Trans i18nKey={'teams:updateRole'} />
             </DropdownMenuItem>

packages/features/team-accounts/src/components/members/invite-members-dialog-container.tsx

@@ -37,13 +37,10 @@ import { Trans } from '@kit/ui/trans';
 
 import { InviteMembersSchema } from '../../schema/invite-members.schema';
 import { createInvitationsAction } from '../../server/actions/team-invitations-server-actions';
-import { MembershipRoleSelector } from './membership-role-selector';
 import { RolesDataProvider } from './roles-data-provider';
 
 type InviteModel = ReturnType<typeof createEmptyInviteModel>;
 
-type Role = string;
-
 /**
  * The maximum number of invites that can be sent at once.
  * Useful to avoid spamming the server with too large payloads
@@ -66,10 +63,7 @@ export function InviteMembersDialogContainer({
     <Dialog open={isOpen} onOpenChange={setIsOpen} modal>
       <DialogTrigger asChild>{children}</DialogTrigger>
 
-      <DialogContent
+      <DialogContent onInteractOutside={(e) => e.preventDefault()}>
-        className="max-w-[800px]"
-        onInteractOutside={(e) => e.preventDefault()}
-      >
         <DialogHeader>
           <DialogTitle>
             <Trans i18nKey={'teams:inviteMembersHeading'} />
@@ -81,10 +75,9 @@ export function InviteMembersDialogContainer({
         </DialogHeader>
 
         <RolesDataProvider maxRoleHierarchy={userRoleHierarchy}>
-          {(roles) => (
+          {() => (
             <InviteMembersForm
               pending={pending}
-              roles={roles}
               onSubmit={(data) => {
                 startTransition(() => {
                   const promise = createInvitationsAction({
@@ -111,12 +104,10 @@ export function InviteMembersDialogContainer({
 
 function InviteMembersForm({
   onSubmit,
-  roles,
   pending,
 }: {
   onSubmit: (data: { invitations: InviteModel[] }) => void;
   pending: boolean;
-  roles: string[];
 }) {
   const { t } = useTranslation('teams');
 
@@ -148,12 +139,11 @@ function InviteMembersForm({
             const personalCodeInputName =
               `invitations.${index}.personal_code` as const;
             const emailInputName = `invitations.${index}.email` as const;
-            const roleInputName = `invitations.${index}.role` as const;
 
             return (
-              <div data-test={'invite-member-form-item'} key={field.id}>
+              <div data-test="invite-member-form-item" key={field.id}>
-                <div className={'flex items-end gap-x-1 md:space-x-2'}>
+                <div className="flex items-end gap-x-1 md:space-x-2">
-                  <div className={'w-4/12'}>
+                  <div className="w-5/12">
                     <FormField
                       name={personalCodeInputName}
                       render={({ field }) => {
@@ -178,7 +168,7 @@ function InviteMembersForm({
                       }}
                     />
                   </div>
-                  <div className={'w-4/12'}>
+                  <div className={'w-5/12'}>
                     <FormField
                       name={emailInputName}
                       render={({ field }) => {
@@ -205,37 +195,7 @@ function InviteMembersForm({
                     />
                   </div>
 
-                  <div className={'w-4/12'}>
+                  <div className={'flex w-1/12 items-end justify-end'}>
-                    <FormField
-                      name={roleInputName}
-                      render={({ field }) => {
-                        return (
-                          <FormItem>
-                            <If condition={isFirst}>
-                              <FormLabel>
-                                <Trans i18nKey={'teams:roleLabel'} />
-                              </FormLabel>
-                            </If>
-
-                            <FormControl>
-                              <MembershipRoleSelector
-                                triggerClassName={'m-0'}
-                                roles={roles}
-                                value={field.value}
-                                onChange={(role) => {
-                                  form.setValue(field.name, role);
-                                }}
-                              />
-                            </FormControl>
-
-                            <FormMessage />
-                          </FormItem>
-                        );
-                      }}
-                    />
-                  </div>
-
-                  <div className={'flex w-[40px] items-end justify-end'}>
                     <TooltipProvider>
                       <Tooltip>
                         <TooltipTrigger asChild>
@@ -303,5 +263,5 @@ function InviteMembersForm({
 }
 
 function createEmptyInviteModel() {
-  return { email: '', role: 'member' as Role, personal_code: '' };
+  return { email: '', personal_code: '' };
 }

packages/features/team-accounts/src/schema/invite-members.schema.ts

@@ -2,7 +2,6 @@ import { z } from 'zod';
 
 const InviteSchema = z.object({
   email: z.string().email(),
-  role: z.string().min(1).max(100),
   personal_code: z
     .string()
     .regex(/^[1-6]\d{2}(0[1-9]|1[0-2])(0[1-9]|[12]\d|3[01])\d{3}\d$/, {

packages/features/team-accounts/src/server/actions/team-invitations-server-actions.ts

@@ -5,7 +5,6 @@ import { redirect } from 'next/navigation';
 
 import { z } from 'zod';
 
-import { AccountBalanceService } from '@kit/accounts/services/account-balance.service';
 import { enhanceAction } from '@kit/next/actions';
 import { createNotificationsApi } from '@kit/notifications/api';
 import { getLogger } from '@kit/shared/logger';

packages/features/team-accounts/src/server/services/account-invitations.service.ts

@@ -191,7 +191,10 @@ class AccountInvitationsService {
     const response = await this.client
       .schema('medreport')
       .rpc('add_invitations_to_account', {
-        invitations,
+        invitations: invitations.map((invitation) => ({
+          ...invitation,
+          role: 'member',
+        })),
         account_slug: accountSlug,
       });
 

supabase/migrations/20251009174500_remove_otp_from_doctor.sql

@@ -0,0 +1,15 @@
+CREATE OR REPLACE FUNCTION medreport.is_doctor()
+RETURNS BOOLEAN
+LANGUAGE plpgsql
+SECURITY DEFINER
+AS $$
+BEGIN
+  RETURN EXISTS (
+    SELECT 1 
+    FROM medreport.accounts 
+    WHERE primary_owner_user_id = auth.uid() 
+    AND application_role = 'doctor'
+  );
+END;
+$$;
+grant execute on function medreport.is_doctor() to authenticated;

supabase/migrations/20251009180300_fix_member_management.sql

@@ -0,0 +1,47 @@
+drop policy "Allow select and update if user is account's primary owner" on medreport.company_params;
+
+create policy "Allow select and update if user is account's HR"
+on medreport.company_params
+for all
+using (
+    EXISTS (
+    SELECT 1
+    FROM medreport.accounts_memberships am
+    WHERE am.account_id   = company_params.account_id
+        AND am.user_id      = auth.uid()
+        AND am.account_role = 'owner'
+    )
+)
+with check (
+    EXISTS (
+    SELECT 1
+    FROM medreport.accounts_memberships am
+    WHERE am.account_id   = company_params.account_id
+        AND am.user_id      = auth.uid()
+        AND am.account_role = 'owner'
+    )
+);
+
+create or replace function medreport.clear_benefit_amount_on_employee_deletion()
+returns trigger
+language plpgsql
+security definer
+set search_path = medreport, public
+as $$
+begin
+  update medreport.account_balance_entries abe
+     set amount = 0
+   where abe.account_id = old.user_id
+      AND abe.entry_type = 'benefit';
+
+  return null;
+end;
+$$;
+
+drop trigger if exists trigger_accounts_memberships_after_delete
+  on medreport.accounts_memberships;
+
+create trigger trigger_accounts_memberships_after_delete
+after delete on medreport.accounts_memberships
+for each row
+execute function medreport.clear_benefit_amount_on_employee_deletion();