add benefit eligibility setting to HR members

app/home/[account]/members/_lib/server/members-page.loader.ts

@@ -65,18 +65,17 @@ async function loadAccountMembers(
 
   const members = data ?? [];
 
-  return members
+  return members.sort((prev, next) => {
-    .sort((prev, next) => {
+    if (prev.primary_owner_user_id === prev.user_id) {
-      if (prev.primary_owner_user_id === prev.user_id) {
+      return -1;
-        return -1;
+    }
-      }
 
-      if (prev.role_hierarchy_level < next.role_hierarchy_level) {
+    if (prev.role_hierarchy_level < next.role_hierarchy_level) {
-        return -1;
+      return -1;
-      }
+    }
 
-      return 1;
+    return 1;
-    });
+  });
 }
 
 export async function loadAccountMembersBenefitsUsage(
@@ -100,11 +99,7 @@ export async function loadAccountMembersBenefitsUsage(
     return [];
   }
 
-  return (data ?? []) as unknown as {
+  return data ?? [];
-    personal_account_id: string;
-    benefit_amount: number;
-    benefit_unused_amount: number;
-  }[];
 }
 
 /**

app/home/[account]/members/page.tsx

@@ -52,7 +52,7 @@ async function TeamAccountMembersPage({ params }: TeamAccountMembersPageProps) {
 
   const canManageRoles = account.permissions.includes('roles.manage');
   const canManageInvitations = account.permissions.includes('invites.manage');
-  const canManageBenefit = account.permissions.include('benefit.manage');
+  const canUpdateBenefit = account.permissions.includes('benefit.manage');
 
   const isPrimaryOwner = account.primary_owner_user_id === user.id;
   const currentUserRoleHierarchy = account.role_hierarchy_level;
@@ -104,6 +104,7 @@ async function TeamAccountMembersPage({ params }: TeamAccountMembersPageProps) {
                 members={members}
                 isPrimaryOwner={isPrimaryOwner}
                 canManageRoles={canManageRoles}
+                canUpdateBenefit={canUpdateBenefit}
                 membersBenefitsUsage={membersBenefitsUsage}
               />
             </CardContent>

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

@@ -120,6 +120,22 @@ export class AccountBalanceService {
     };
   }
 
+  async upsertHealthBenefitsBySchedule(
+    benefitDistributionScheduleId: string,
+  ): Promise<void> {
+    console.info('Updating health benefits...');
+    const { error } = await this.supabase
+      .schema('medreport')
+      .rpc('upsert_health_benefits', {
+        p_benefit_distribution_schedule_id: benefitDistributionScheduleId,
+      });
+    if (error) {
+      console.error('Error Updating health benefits.', error);
+      throw new Error('Failed Updating health benefits.');
+    }
+    console.info('Updating health benefits successfully');
+  }
+
   async processPeriodicBenefitDistributions(): Promise<void> {
     console.info('Processing periodic benefit distributions...');
     const { error } = await this.supabase

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

@@ -25,6 +25,7 @@ import { Trans } from '@kit/ui/trans';
 import { RemoveMemberDialog } from './remove-member-dialog';
 import { RoleBadge } from './role-badge';
 import { TransferOwnershipDialog } from './transfer-ownership-dialog';
+import UpdateEmployeeBenefitDialog from './update-employee-benefit-dialog';
 import { UpdateMemberRoleDialog } from './update-member-role-dialog';
 
 type Members =
@@ -34,6 +35,7 @@ interface Permissions {
   canUpdateRole: (roleHierarchy: number) => boolean;
   canRemoveFromAccount: (roleHierarchy: number) => boolean;
   canTransferOwnership: boolean;
+  canUpdateBenefit: boolean;
 }
 
 type AccountMembersTableProps = {
@@ -43,6 +45,7 @@ type AccountMembersTableProps = {
   userRoleHierarchy: number;
   isPrimaryOwner: boolean;
   canManageRoles: boolean;
+  canUpdateBenefit: boolean;
   membersBenefitsUsage: {
     personal_account_id: string;
     benefit_amount: number;
@@ -57,6 +60,7 @@ export function AccountMembersTable({
   isPrimaryOwner,
   userRoleHierarchy,
   canManageRoles,
+  canUpdateBenefit,
   membersBenefitsUsage,
 }: AccountMembersTableProps) {
   const [search, setSearch] = useState('');
@@ -74,6 +78,7 @@ export function AccountMembersTable({
       );
     },
     canTransferOwnership: isPrimaryOwner,
+    canUpdateBenefit,
   };
 
   const columns = useGetColumns(permissions, {
@@ -211,8 +216,7 @@ function useGetColumns(
       {
         header: t('roleLabel'),
         cell: ({ row }) => {
-          const { role, primary_owner_user_id, user_id } = row.original;
+          const { role } = row.original;
-          const isPrimaryOwner = primary_owner_user_id === user_id;
 
           return (
             <span
@@ -265,6 +269,7 @@ function ActionsDropdown({
   const [isRemoving, setIsRemoving] = useState(false);
   const [isTransferring, setIsTransferring] = useState(false);
   const [isUpdatingRole, setIsUpdatingRole] = useState(false);
+  const [isUpdatingBenefit, setIsUpdatingBenefit] = useState(false);
 
   const isCurrentUser = member.user_id === currentUserId;
   const isPrimaryOwner = member.primary_owner_user_id === member.user_id;
@@ -316,6 +321,12 @@ function ActionsDropdown({
               <Trans i18nKey={'teams:removeMember'} />
             </DropdownMenuItem>
           </If>
+
+          <If condition={permissions.canUpdateBenefit}>
+            <DropdownMenuItem onClick={() => setIsUpdatingBenefit(true)}>
+              <Trans i18nKey={'teams:updateBenefit'} />
+            </DropdownMenuItem>
+          </If>
         </DropdownMenuContent>
       </DropdownMenu>
 
@@ -348,6 +359,16 @@ function ActionsDropdown({
           userId={member.user_id}
         />
       </If>
+
+      <If condition={isUpdatingBenefit}>
+        <UpdateEmployeeBenefitDialog
+          isOpen
+          setIsOpen={setIsUpdatingBenefit}
+          accountId={member.account_id}
+          userId={member.user_id}
+          isEligibleForBenefits={member.is_eligible_for_benefits}
+        />
+      </If>
     </>
   );
 }

packages/features/team-accounts/src/components/members/update-employee-benefit-dialog.tsx

@@ -0,0 +1,99 @@
+import React, { useState, useTransition } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import { Alert, AlertDescription } from '@kit/ui/alert';
+import {
+  AlertDialog,
+  AlertDialogCancel,
+  AlertDialogContent,
+  AlertDialogDescription,
+  AlertDialogFooter,
+  AlertDialogHeader,
+  AlertDialogTitle,
+} from '@kit/ui/alert-dialog';
+import { Button } from '@kit/ui/button';
+import { If } from '@kit/ui/if';
+import { Trans } from '@kit/ui/trans';
+
+import { updateEmployeeBenefitAction } from '../../server/actions/team-members-server-actions';
+
+const UpdateEmployeeBenefitDialog = ({
+  isOpen,
+  setIsOpen,
+  accountId,
+  userId,
+  isEligibleForBenefits,
+}: {
+  isOpen: boolean;
+  setIsOpen: (isOpen: boolean) => void;
+  accountId: string;
+  userId: string;
+  isEligibleForBenefits: boolean;
+}) => {
+  const router = useRouter();
+  const [isSubmitting, startTransition] = useTransition();
+  const [error, setError] = useState<boolean>();
+  const updateEmployeeBenefit = () => {
+    startTransition(async () => {
+      try {
+        await updateEmployeeBenefitAction({ accountId, userId });
+
+        setIsOpen(false);
+
+        router.refresh();
+      } catch {
+        setError(true);
+      }
+    });
+  };
+
+  return (
+    <AlertDialog open={isOpen} onOpenChange={setIsOpen}>
+      <AlertDialogContent>
+        <AlertDialogHeader>
+          <AlertDialogTitle>
+            <Trans i18nKey="team:updateBenefitHeading" />
+          </AlertDialogTitle>
+
+          <AlertDialogDescription>
+            {isEligibleForBenefits ? (
+              <Trans i18nKey="team:removeBenefitDescription" />
+            ) : (
+              <Trans i18nKey="team:allowBenefitDescription" />
+            )}
+          </AlertDialogDescription>
+        </AlertDialogHeader>
+
+        <If condition={error}>
+          <Alert variant="destructive">
+            <AlertDescription>
+              <Trans i18nKey="teams:updateBenefiErrorMessage" />
+            </AlertDescription>
+          </Alert>
+        </If>
+
+        <AlertDialogFooter>
+          <AlertDialogCancel>
+            <Trans i18nKey="common:cancel" />
+          </AlertDialogCancel>
+
+          <Button
+            data-test="update-member-benefit"
+            variant="destructive"
+            disabled={isSubmitting}
+            onClick={updateEmployeeBenefit}
+          >
+            {isEligibleForBenefits ? (
+              <Trans i18nKey="teams:removeBenefitSubmitLabel" />
+            ) : (
+              <Trans i18nKey="teams:allowBenefitSubmitLabel" />
+            )}
+          </Button>
+        </AlertDialogFooter>
+      </AlertDialogContent>
+    </AlertDialog>
+  );
+};
+
+export default UpdateEmployeeBenefitDialog;

packages/features/team-accounts/src/schema/update-employee-benefit.schema.ts

@@ -0,0 +1,6 @@
+import { z } from 'zod';
+
+export const UpdateEmployeeBenefitSchema = z.object({
+  accountId: z.string().uuid(),
+  userId: z.string().uuid(),
+});

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

@@ -2,6 +2,7 @@
 
 import { revalidatePath } from 'next/cache';
 
+import { AccountBalanceService } from '@kit/accounts/services/account-balance.service';
 import { enhanceAction } from '@kit/next/actions';
 import { createOtpApi } from '@kit/otp';
 import { getLogger } from '@kit/shared/logger';
@@ -10,6 +11,7 @@ import { getSupabaseServerClient } from '@kit/supabase/server-client';
 
 import { RemoveMemberSchema } from '../../schema/remove-member.schema';
 import { TransferOwnershipConfirmationSchema } from '../../schema/transfer-ownership-confirmation.schema';
+import { UpdateEmployeeBenefitSchema } from '../../schema/update-employee-benefit.schema';
 import { UpdateMemberRoleSchema } from '../../schema/update-member-role.schema';
 import { createAccountMembersService } from '../services/account-members.service';
 
@@ -144,3 +146,66 @@ export const transferOwnershipAction = enhanceAction(
     schema: TransferOwnershipConfirmationSchema,
   },
 );
+
+export const updateEmployeeBenefitAction = enhanceAction(
+  async ({ accountId, userId }) => {
+    const client = getSupabaseServerClient();
+    const logger = await getLogger();
+    const accountBalanceService = new AccountBalanceService();
+
+    const ctx = {
+      name: 'teams.updateEmployeeBenefit',
+      userId,
+      accountId,
+    };
+
+    const { data, error } = await client
+      .schema('medreport')
+      .from('accounts_memberships')
+      .select('id,is_eligible_for_benefits')
+      .eq('user_id', userId)
+      .eq('account_id', accountId)
+      .eq('type', 'benefit')
+      .single();
+
+    logger.info(
+      ctx,
+      'Changing employee benefit to ',
+      !data?.is_eligible_for_benefits,
+    );
+
+    if (error) {
+      logger.error(ctx, 'Error on receiving balance entry', error);
+    }
+
+    if (data) {
+      const { error } = await client
+        .schema('medreport')
+        .from('accounts_memberships')
+        .update({ is_eligible_for_benefits: !data.is_eligible_for_benefits })
+        .eq('id', data.id);
+
+      if (error) {
+        logger.error(ctx, `Error on updating balance entry`, error);
+      }
+
+      const { data: scheduleData, error: scheduleError } = await client
+        .schema('medreport')
+        .from('benefit_distribution_schedule')
+        .select('id')
+        .eq('company_id', accountId)
+        .single();
+
+      if (scheduleError) {
+        logger.error(ctx, `Error on getting company benefit schedule`, error);
+      }
+
+      if (scheduleData?.id) {
+        await accountBalanceService.upsertHealthBenefitsBySchedule(
+          scheduleData.id,
+        );
+      }
+    }
+  },
+  { schema: UpdateEmployeeBenefitSchema },
+);

packages/supabase/src/database.types.ts

@@ -557,6 +557,7 @@ export type Database = {
           created_by: string | null
           has_seen_confirmation: boolean
           id: string
+          is_eligible_for_benefits: boolean
           updated_at: string
           updated_by: string | null
           user_id: string
@@ -568,6 +569,7 @@ export type Database = {
           created_by?: string | null
           has_seen_confirmation?: boolean
           id?: string
+          is_eligible_for_benefits?: boolean
           updated_at?: string
           updated_by?: string | null
           user_id: string
@@ -579,6 +581,7 @@ export type Database = {
           created_by?: string | null
           has_seen_confirmation?: boolean
           id?: string
+          is_eligible_for_benefits?: boolean
           updated_at?: string
           updated_by?: string | null
           user_id?: string
@@ -2303,6 +2306,7 @@ export type Database = {
           created_at: string
           email: string
           id: string
+          is_eligible_for_benefits: boolean
           name: string
           personal_code: string
           picture_url: string

public/locales/et/teams.json

@@ -96,6 +96,13 @@
   "updateRoleLoadingMessage": "Rolli uuendatakse...",
   "updateRoleSuccessMessage": "Roll edukalt uuendatud",
   "updatingRoleErrorMessage": "Vabandust, tekkis viga. Palun proovi uuesti.",
+  "updateBenefit": "Uuenda toetust",
+  "updateBenefitHeading": "Uuenda toetus staatust",
+  "removeBenefitDescription": "Eemalda töötaja toetusest",
+  "allowBenefitDescription": "Luba töötajale toetus",
+  "removeBenefitSubmitLabel": "Eemalda toetus",
+  "allowBenefitSubmitLabel": "Luba toetus",
+  "updateBenefiErrorMessage": "Vabandus, tekkis viga. Palun proovi uuesti.",
   "updateMemberRoleModalHeading": "Uuenda töötaja rolli",
   "updateMemberRoleModalDescription": "Muuda valitud töötaja rolli. Roll määrab töötaja õigused.",
   "roleMustBeDifferent": "Roll peab erinema praegusest",

supabase/migrations/20251002191000_add_new_type.sql

@@ -1,2 +1,56 @@
 insert into medreport.role_permissions (role, permission) values
-('owner', 'benefit.manage');
+('owner', 'benefit.manage');
+
+ALTER TABLE medreport.accounts_memberships
+  ADD COLUMN is_eligible_for_benefits boolean NOT NULL DEFAULT true;
+
+DROP FUNCTION IF EXISTS medreport.get_account_members(text);
+
+CREATE OR REPLACE FUNCTION medreport.get_account_members(account_slug text)
+ RETURNS TABLE(
+    id uuid, 
+    user_id uuid, 
+    account_id uuid, 
+    role character varying, 
+    role_hierarchy_level integer, 
+    primary_owner_user_id uuid, 
+    name text,
+    email character varying, 
+    personal_code text,
+    picture_url character varying, 
+    created_at timestamp with time zone, 
+    updated_at timestamp with time zone,
+    is_eligible_for_benefits boolean
+)
+ LANGUAGE plpgsql
+ SET search_path TO ''
+AS $function$begin
+    return QUERY
+        select
+            acc.id,
+            am.user_id,
+            am.account_id,
+            am.account_role,
+            r.hierarchy_level,
+            a.primary_owner_user_id,
+            TRIM(CONCAT(acc.name, ' ', acc.last_name)) as name,
+            acc.email,
+            acc.personal_code,
+            acc.picture_url,
+            am.created_at,
+            am.updated_at,
+            am.is_eligible_for_benefits
+        from
+            medreport.accounts_memberships am
+                join medreport.accounts a on a.id = am.account_id
+                join medreport.accounts acc on acc.id = am.user_id
+                join medreport.roles r on r.name = am.account_role
+        where
+                a.slug = account_slug;
+
+end;$function$
+;
+
+grant
+    execute on function medreport.get_account_members (text) to authenticated,
+    service_role;