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MED-186: added upsert to balance if increased

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MED-186: added upsert to balance if increased
This commit is contained in:
danelkungla
2025-10-03 12:59:06 +03:00
committed by GitHub
parent 5cc7c156ae c47f41fab6
commit 7d90b5b910
11 changed files with 289 additions and 127 deletions
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1
.env.example
View File

@@ -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

4
README.md
View File

@@ -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

120
app/auth/update-account/_components/update-account-form.tsx
View File

@@ -181,80 +181,74 @@ export function UpdateAccountForm({
)}
/>
{!isEmailUser && (
<>
<>
<FormField
name="city"
render={({ field }) => (
<FormItem>
<FormLabel>
<Trans i18nKey={'common:formField:city'} />
</FormLabel>
<FormControl>
<Input {...field} />
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<div className="flex flex-row justify-between gap-4">
<FormField
name="city"
name="weight"
render={({ field }) => (
<FormItem>
<FormItem className="flex-1 basis-0">
<FormLabel>
<Trans i18nKey={'common:formField:city'} />
<Trans i18nKey={'common:formField:weight'} />
</FormLabel>
<FormControl>
<Input {...field} />
<Input
type="number"
placeholder="kg"
{...field}
value={field.value ?? ''}
onChange={(e) =>
field.onChange(
e.target.value === '' ? null : Number(e.target.value),
)
}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<div className="flex flex-row justify-between gap-4">
<FormField
name="weight"
render={({ field }) => (
<FormItem className="flex-1 basis-0">
<FormLabel>
<Trans i18nKey={'common:formField:weight'} />
</FormLabel>
<FormControl>
<Input
type="number"
placeholder="kg"
{...field}
value={field.value ?? ''}
onChange={(e) =>
field.onChange(
e.target.value === ''
? null
: Number(e.target.value),
)
}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
<FormField
name="height"
render={({ field }) => (
<FormItem className="flex-1 basis-0">
<FormLabel>
<Trans i18nKey={'common:formField:height'} />
</FormLabel>
<FormControl>
<Input
placeholder="cm"
type="number"
{...field}
value={field.value ?? ''}
onChange={(e) =>
field.onChange(
e.target.value === ''
? null
: Number(e.target.value),
)
}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
</div>
</>
)}
<FormField
name="height"
render={({ field }) => (
<FormItem className="flex-1 basis-0">
<FormLabel>
<Trans i18nKey={'common:formField:height'} />
</FormLabel>
<FormControl>
<Input
placeholder="cm"
type="number"
{...field}
value={field.value ?? ''}
onChange={(e) =>
field.onChange(
e.target.value === '' ? null : Number(e.target.value),
)
}
/>
</FormControl>
<FormMessage />
</FormItem>
)}
/>
</div>
</>
<FormField
name="userConsent"

16
app/home/(user)/_components/home-menu-navigation.tsx
View File

@@ -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"

40
packages/features/team-accounts/src/components/members/account-members-table.tsx
View File

@@ -84,22 +84,22 @@ export function AccountMembersTable({
});
const searchString = search.toLowerCase();
const filteredMembers = searchString.length > 0
? members
.filter((member) => {
const displayName = (
member.name ??
member.email.split('@')[0] ??
''
).toLowerCase();
const filteredMembers =
searchString.length > 0
? members.filter((member) => {
const displayName = (
member.name ??
member.email.split('@')[0] ??
''
).toLowerCase();
return (
displayName.includes(searchString) ||
member.role.toLowerCase().includes(searchString) ||
(member.personal_code || '').includes(searchString)
);
})
: members;
return (
displayName.includes(searchString) ||
member.role.toLowerCase().includes(searchString) ||
(member.personal_code || '').includes(searchString)
);
})
: members;
return (
<div className={'flex flex-col space-y-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>
);
},

15
packages/features/team-accounts/src/components/members/role-badge.tsx
View File

@@ -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', {
variants: {
role: roles,
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

3
packages/features/team-accounts/src/server/actions/team-invitations-server-actions.ts
View File

@@ -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);

39
packages/supabase/src/database.types.ts
View File

@@ -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"],

2
public/locales/et/common.json
View File

@@ -88,7 +88,7 @@
},
"roles": {
"owner": {
"label": "Admin"
"label": "Haldur"
},
"member": {
"label": "Liige"

4
supabase/migrations/20250930175100_update_tto_tables.sql
View File

@@ -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
View 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();