Merge branch 'develop' into MED-188
This commit is contained in:
@@ -19,6 +19,7 @@ EMAIL_PORT= # or 465 for SSL
|
||||
EMAIL_TLS= # or false for SSL (see provider documentation)
|
||||
|
||||
NEXT_PUBLIC_MEDUSA_PUBLISHABLE_KEY=
|
||||
MEDUSA_SECRET_API_KEY=
|
||||
|
||||
NEXT_PUBLIC_MONTONIO_ACCESS_KEY=7da5d7fa-3383-4997-9435-46aa818f4ead
|
||||
MONTONIO_SECRET_KEY=rNZkzwxOiH93mzkdV53AvhSsbGidrgO2Kl5lE/IT7cvo
|
||||
|
||||
@@ -98,13 +98,13 @@ To access admin pages follow these steps:
|
||||
- Register new user
|
||||
- Go to Profile and add Multi-Factor Authentication
|
||||
- Authenticate with mfa (at current time profile page prompts it again)
|
||||
- update your role. look at `supabase/sql/super-admin.sql`
|
||||
- update your `account.application_role` to `super_admin`.
|
||||
- Sign out and Sign in
|
||||
|
||||
## Company User
|
||||
|
||||
- With admin account go to `http://localhost:3000/admin/accounts`
|
||||
- For Create Company Account to work you need to have rows in `medreport.roles` table. For that you can sql in `supabase/sql/super-admin.sql`
|
||||
- For Create Company Account to work you need to have rows in `medreport.roles` table.
|
||||
|
||||
## Start email server
|
||||
|
||||
|
||||
@@ -181,7 +181,6 @@ export function UpdateAccountForm({
|
||||
)}
|
||||
/>
|
||||
|
||||
{!isEmailUser && (
|
||||
<>
|
||||
<FormField
|
||||
name="city"
|
||||
@@ -214,9 +213,7 @@ export function UpdateAccountForm({
|
||||
value={field.value ?? ''}
|
||||
onChange={(e) =>
|
||||
field.onChange(
|
||||
e.target.value === ''
|
||||
? null
|
||||
: Number(e.target.value),
|
||||
e.target.value === '' ? null : Number(e.target.value),
|
||||
)
|
||||
}
|
||||
/>
|
||||
@@ -241,9 +238,7 @@ export function UpdateAccountForm({
|
||||
value={field.value ?? ''}
|
||||
onChange={(e) =>
|
||||
field.onChange(
|
||||
e.target.value === ''
|
||||
? null
|
||||
: Number(e.target.value),
|
||||
e.target.value === '' ? null : Number(e.target.value),
|
||||
)
|
||||
}
|
||||
/>
|
||||
@@ -254,7 +249,6 @@ export function UpdateAccountForm({
|
||||
/>
|
||||
</div>
|
||||
</>
|
||||
)}
|
||||
|
||||
<FormField
|
||||
name="userConsent"
|
||||
|
||||
@@ -9,12 +9,12 @@ import { ShoppingCart } from 'lucide-react';
|
||||
|
||||
import { AppLogo } from '@kit/shared/components/app-logo';
|
||||
import { ProfileAccountDropdownContainer } from '@kit/shared/components/personal-account-dropdown-container';
|
||||
import { Search } from '@kit/shared/components/ui/search';
|
||||
import { Button } from '@kit/ui/button';
|
||||
import { Card } from '@kit/ui/shadcn/card';
|
||||
import { Trans } from '@kit/ui/trans';
|
||||
|
||||
import { UserNotifications } from '../_components/user-notifications';
|
||||
import { getAccountBalanceSummary } from '../_lib/server/balance-actions';
|
||||
import { type UserWorkspace } from '../_lib/server/load-user-workspace';
|
||||
|
||||
export async function HomeMenuNavigation(props: {
|
||||
@@ -23,6 +23,9 @@ export async function HomeMenuNavigation(props: {
|
||||
}) {
|
||||
const { language } = await createI18nServerInstance();
|
||||
const { workspace, user, accounts } = props.workspace;
|
||||
const balanceSummary = workspace?.id
|
||||
? await getAccountBalanceSummary(workspace.id)
|
||||
: null;
|
||||
const totalValue = props.cart?.total
|
||||
? formatCurrency({
|
||||
currencyCode: props.cart.currency_code,
|
||||
@@ -47,11 +50,16 @@ export async function HomeMenuNavigation(props: {
|
||||
/> */}
|
||||
|
||||
<div className="flex items-center justify-end gap-3">
|
||||
{/* TODO: add wallet functionality
|
||||
<Card className="px-6 py-2">
|
||||
<span>€ {Number(0).toFixed(2).replace('.', ',')}</span>
|
||||
<span>
|
||||
{formatCurrency({
|
||||
value: balanceSummary?.totalBalance || 0,
|
||||
locale: language,
|
||||
currencyCode: 'EUR',
|
||||
})}
|
||||
</span>
|
||||
</Card>
|
||||
*/}
|
||||
|
||||
{hasCartItems && (
|
||||
<Button
|
||||
className="relative mr-0 h-10 cursor-pointer border-1 px-4 py-2"
|
||||
|
||||
@@ -221,16 +221,6 @@ function useGetColumns(
|
||||
}
|
||||
>
|
||||
<RoleBadge role={role} />
|
||||
|
||||
<If condition={isPrimaryOwner}>
|
||||
<span
|
||||
className={
|
||||
'rounded-md bg-yellow-400 px-2.5 py-1 text-xs font-medium dark:text-black'
|
||||
}
|
||||
>
|
||||
{t('primaryOwnerLabel')}
|
||||
</span>
|
||||
</If>
|
||||
</span>
|
||||
);
|
||||
},
|
||||
|
||||
@@ -6,16 +6,19 @@ import { Trans } from '@kit/ui/trans';
|
||||
type Role = string;
|
||||
|
||||
const roles = {
|
||||
owner: '',
|
||||
owner: 'bg-yellow-400 text-black',
|
||||
member:
|
||||
'bg-blue-50 hover:bg-blue-50 text-blue-500 dark:bg-blue-500/10 dark:hover:bg-blue-500/10',
|
||||
'bg-blue-50 text-blue-500 dark:bg-blue-500/10 dark:hover:bg-blue-500/10',
|
||||
};
|
||||
|
||||
const roleClassNameBuilder = cva('font-medium capitalize shadow-none', {
|
||||
const roleClassNameBuilder = cva(
|
||||
'px-2.5 py-1 font-medium capitalize shadow-none',
|
||||
{
|
||||
variants: {
|
||||
role: roles,
|
||||
},
|
||||
});
|
||||
},
|
||||
);
|
||||
|
||||
export function RoleBadge({ role }: { role: Role }) {
|
||||
// @ts-expect-error: hard to type this since users can add custom roles
|
||||
|
||||
@@ -173,9 +173,6 @@ export const acceptInvitationAction = enhanceAction(
|
||||
throw new Error('Failed to accept invitation');
|
||||
}
|
||||
|
||||
// Make sure new account gets company benefits added to balance
|
||||
await accountBalanceService.processPeriodicBenefitDistributions();
|
||||
|
||||
// Increase the seats for the account
|
||||
await perSeatBillingService.increaseSeats(accountId);
|
||||
|
||||
|
||||
@@ -341,6 +341,7 @@ export type Database = {
|
||||
Row: {
|
||||
account_id: string
|
||||
amount: number
|
||||
benefit_distribution_schedule_id: string | null
|
||||
created_at: string
|
||||
created_by: string | null
|
||||
description: string | null
|
||||
@@ -348,14 +349,15 @@ export type Database = {
|
||||
expires_at: string | null
|
||||
id: string
|
||||
is_active: boolean
|
||||
is_analysis_order: boolean
|
||||
is_analysis_package_order: boolean
|
||||
is_analysis_order: boolean | null
|
||||
is_analysis_package_order: boolean | null
|
||||
reference_id: string | null
|
||||
source_company_id: string | null
|
||||
}
|
||||
Insert: {
|
||||
account_id: string
|
||||
amount: number
|
||||
benefit_distribution_schedule_id?: string | null
|
||||
created_at?: string
|
||||
created_by?: string | null
|
||||
description?: string | null
|
||||
@@ -363,14 +365,15 @@ export type Database = {
|
||||
expires_at?: string | null
|
||||
id?: string
|
||||
is_active?: boolean
|
||||
is_analysis_order?: boolean
|
||||
is_analysis_package_order?: boolean
|
||||
is_analysis_order?: boolean | null
|
||||
is_analysis_package_order?: boolean | null
|
||||
reference_id?: string | null
|
||||
source_company_id?: string | null
|
||||
}
|
||||
Update: {
|
||||
account_id?: string
|
||||
amount?: number
|
||||
benefit_distribution_schedule_id?: string | null
|
||||
created_at?: string
|
||||
created_by?: string | null
|
||||
description?: string | null
|
||||
@@ -378,8 +381,8 @@ export type Database = {
|
||||
expires_at?: string | null
|
||||
id?: string
|
||||
is_active?: boolean
|
||||
is_analysis_order?: boolean
|
||||
is_analysis_package_order?: boolean
|
||||
is_analysis_order?: boolean | null
|
||||
is_analysis_package_order?: boolean | null
|
||||
reference_id?: string | null
|
||||
source_company_id?: string | null
|
||||
}
|
||||
@@ -2214,6 +2217,8 @@ export type Database = {
|
||||
p_account_id: string
|
||||
p_amount: number
|
||||
p_description: string
|
||||
p_is_analysis_order?: boolean
|
||||
p_is_analysis_package_order?: boolean
|
||||
p_reference_id?: string
|
||||
}
|
||||
Returns: boolean
|
||||
@@ -2271,14 +2276,6 @@ export type Database = {
|
||||
updated_by: string | null
|
||||
}
|
||||
}
|
||||
distribute_health_benefits: {
|
||||
Args: {
|
||||
p_benefit_amount: number
|
||||
p_benefit_occurrence?: string
|
||||
p_company_id: string
|
||||
}
|
||||
Returns: undefined
|
||||
}
|
||||
get_account_balance: {
|
||||
Args: { p_account_id: string }
|
||||
Returns: number
|
||||
@@ -2317,14 +2314,12 @@ export type Database = {
|
||||
}[]
|
||||
}
|
||||
get_benefits_usages_for_company_members: {
|
||||
Args: {
|
||||
p_account_id: string
|
||||
}
|
||||
Args: { p_account_id: string }
|
||||
Returns: {
|
||||
personal_account_id: string
|
||||
benefit_amount: number
|
||||
benefit_unused_amount: number
|
||||
}
|
||||
personal_account_id: string
|
||||
}[]
|
||||
}
|
||||
get_config: {
|
||||
Args: Record<PropertyKey, never>
|
||||
@@ -2530,6 +2525,10 @@ export type Database = {
|
||||
p_benefit_occurrence: string
|
||||
p_company_id: string
|
||||
}
|
||||
Returns: string
|
||||
}
|
||||
upsert_health_benefits: {
|
||||
Args: { p_benefit_distribution_schedule_id: string }
|
||||
Returns: undefined
|
||||
}
|
||||
upsert_order: {
|
||||
@@ -2619,6 +2618,7 @@ export type Database = {
|
||||
| "settings.manage"
|
||||
| "members.manage"
|
||||
| "invites.manage"
|
||||
| "benefit.manage"
|
||||
application_role: "user" | "doctor" | "super_admin"
|
||||
billing_provider: "stripe" | "lemon-squeezy" | "paddle" | "montonio"
|
||||
connected_online_order_status:
|
||||
@@ -8540,6 +8540,7 @@ export const Constants = {
|
||||
"settings.manage",
|
||||
"members.manage",
|
||||
"invites.manage",
|
||||
"benefit.manage",
|
||||
],
|
||||
application_role: ["user", "doctor", "super_admin"],
|
||||
billing_provider: ["stripe", "lemon-squeezy", "paddle", "montonio"],
|
||||
|
||||
@@ -88,7 +88,7 @@
|
||||
},
|
||||
"roles": {
|
||||
"owner": {
|
||||
"label": "Admin"
|
||||
"label": "Haldur"
|
||||
},
|
||||
"member": {
|
||||
"label": "Liige"
|
||||
|
||||
@@ -1,4 +0,0 @@
|
||||
ALTER TABLE medreport.connected_online_reservation
|
||||
ADD CONSTRAINT fk_reservation_location_sync_id
|
||||
FOREIGN KEY (location_sync_id)
|
||||
REFERENCES medreport.connected_online_locations(sync_id);
|
||||
172
supabase/migrations/20251002170200_upsert_account_balance.sql
Normal file
172
supabase/migrations/20251002170200_upsert_account_balance.sql
Normal file
@@ -0,0 +1,172 @@
|
||||
create or replace function medreport.upsert_health_benefits(
|
||||
p_benefit_distribution_schedule_id uuid
|
||||
)
|
||||
returns void
|
||||
language plpgsql
|
||||
security definer
|
||||
as $$
|
||||
declare
|
||||
member_record record;
|
||||
expires_date timestamp with time zone;
|
||||
v_company_id uuid;
|
||||
v_benefit_amount numeric;
|
||||
existing_entry_id uuid;
|
||||
begin
|
||||
-- Expires on first day of next year.
|
||||
expires_date := date_trunc('year', now() + interval '1 year');
|
||||
|
||||
-- Get company_id and benefit_amount from benefit_distribution_schedule
|
||||
select company_id, benefit_amount into v_company_id, v_benefit_amount
|
||||
from medreport.benefit_distribution_schedule
|
||||
where id = p_benefit_distribution_schedule_id;
|
||||
|
||||
-- Get all personal accounts that are members of this company
|
||||
for member_record in
|
||||
select distinct a.id as personal_account_id
|
||||
from medreport.accounts a
|
||||
join medreport.accounts_memberships am on a.id = am.user_id
|
||||
where am.account_id = v_company_id
|
||||
and a.is_personal_account = true
|
||||
loop
|
||||
|
||||
-- Check if there is already a balance entry for this personal account from the same company in same month
|
||||
select id into existing_entry_id
|
||||
from medreport.account_balance_entries
|
||||
where entry_type = 'benefit'
|
||||
and account_id = member_record.personal_account_id
|
||||
and source_company_id = v_company_id
|
||||
and date_trunc('month', created_at) = date_trunc('month', now())
|
||||
LIMIT 1;
|
||||
|
||||
if existing_entry_id is not null then
|
||||
update medreport.account_balance_entries set
|
||||
amount = v_benefit_amount,
|
||||
expires_at = expires_date,
|
||||
benefit_distribution_schedule_id = p_benefit_distribution_schedule_id
|
||||
where id = existing_entry_id;
|
||||
else
|
||||
-- Insert new balance entry for personal account
|
||||
insert into medreport.account_balance_entries (
|
||||
account_id,
|
||||
amount,
|
||||
entry_type,
|
||||
description,
|
||||
source_company_id,
|
||||
created_by,
|
||||
expires_at,
|
||||
benefit_distribution_schedule_id
|
||||
) values (
|
||||
member_record.personal_account_id,
|
||||
v_benefit_amount,
|
||||
'benefit',
|
||||
'Health benefit from company',
|
||||
v_company_id,
|
||||
auth.uid(),
|
||||
expires_date,
|
||||
p_benefit_distribution_schedule_id
|
||||
);
|
||||
end if;
|
||||
end loop;
|
||||
end;
|
||||
$$;
|
||||
|
||||
grant execute on function medreport.upsert_health_benefits(uuid) to authenticated, service_role;
|
||||
|
||||
create or replace function medreport.process_periodic_benefit_distributions()
|
||||
returns void
|
||||
language plpgsql
|
||||
as $$
|
||||
declare
|
||||
schedule_record record;
|
||||
next_distribution_date timestamp with time zone;
|
||||
begin
|
||||
-- Get all active schedules that are due for distribution
|
||||
for schedule_record in
|
||||
select *
|
||||
from medreport.benefit_distribution_schedule
|
||||
where is_active = true
|
||||
and next_distribution_at <= now()
|
||||
loop
|
||||
-- Distribute benefits
|
||||
perform medreport.upsert_health_benefits(
|
||||
schedule_record.id
|
||||
);
|
||||
|
||||
-- Calculate next distribution date
|
||||
next_distribution_date := medreport.calculate_next_distribution_date(
|
||||
schedule_record.benefit_occurrence,
|
||||
now()
|
||||
);
|
||||
|
||||
-- Update the schedule
|
||||
update medreport.benefit_distribution_schedule
|
||||
set
|
||||
last_distributed_at = now(),
|
||||
next_distribution_at = next_distribution_date,
|
||||
updated_at = now()
|
||||
where id = schedule_record.id;
|
||||
end loop;
|
||||
end;
|
||||
$$;
|
||||
|
||||
create or replace function medreport.trigger_distribute_benefits()
|
||||
returns trigger
|
||||
language plpgsql
|
||||
security definer
|
||||
as $$
|
||||
declare
|
||||
v_benefit_distribution_schedule_id uuid;
|
||||
begin
|
||||
-- Only distribute if benefit_amount is set and greater than 0
|
||||
if new.benefit_amount is not null and new.benefit_amount > 0 then
|
||||
-- Create or update the distribution schedule for future distributions
|
||||
v_benefit_distribution_schedule_id := medreport.upsert_benefit_distribution_schedule(
|
||||
new.account_id,
|
||||
new.benefit_amount,
|
||||
coalesce(new.benefit_occurance, 'yearly')
|
||||
);
|
||||
|
||||
-- Distribute benefits to all company members immediately
|
||||
if new.benefit_amount > old.benefit_amount then
|
||||
perform medreport.upsert_health_benefits(
|
||||
v_benefit_distribution_schedule_id
|
||||
);
|
||||
end if;
|
||||
else
|
||||
-- If benefit_amount is 0 or null, deactivate the schedule
|
||||
update medreport.benefit_distribution_schedule
|
||||
set is_active = false, updated_at = now()
|
||||
where company_id = new.account_id;
|
||||
end if;
|
||||
|
||||
return new;
|
||||
end;
|
||||
$$;
|
||||
|
||||
drop function if exists medreport.distribute_health_benefits(uuid);
|
||||
|
||||
create or replace function medreport.trigger_benefits_on_new_membership()
|
||||
returns trigger
|
||||
language plpgsql
|
||||
security definer
|
||||
as $$
|
||||
declare
|
||||
v_schedule_id uuid;
|
||||
begin
|
||||
select bds.id into v_schedule_id
|
||||
from medreport.benefit_distribution_schedule bds
|
||||
where bds.company_id = new.account_id
|
||||
limit 1;
|
||||
|
||||
if v_schedule_id is not NULL then
|
||||
PERFORM medreport.upsert_health_benefits(v_schedule_id);
|
||||
end if;
|
||||
|
||||
return new;
|
||||
end;
|
||||
$$;
|
||||
|
||||
create trigger trigger_insert_benefits_on_accounts_membership
|
||||
after insert on medreport.accounts_memberships
|
||||
for EACH row
|
||||
execute function medreport.trigger_benefits_on_new_membership();
|
||||
Reference in New Issue
Block a user