update tables if not eligible
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@@ -29,10 +29,13 @@ async function TeamAccountBillingPage({ params }: TeamAccountBillingPageProps) {
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const account = await api.getTeamAccount(accountSlug);
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const { members } = await api.getMembers(accountSlug);
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const eligibleMembersCount = members.filter(
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({ is_eligible_for_benefits }) => !!is_eligible_for_benefits,
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).length;
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const [expensesOverview, companyParams] = await Promise.all([
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loadTeamAccountBenefitExpensesOverview({
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companyId: account.id,
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employeeCount: members.length,
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employeeCount: eligibleMembersCount,
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}),
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api.getTeamAccountParams(account.id),
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]);
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@@ -42,7 +45,7 @@ async function TeamAccountBillingPage({ params }: TeamAccountBillingPageProps) {
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<HealthBenefitForm
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account={account}
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companyParams={companyParams}
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employeeCount={members.length}
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employeeCount={eligibleMembersCount}
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expensesOverview={expensesOverview}
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/>
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</PageBody>
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@@ -242,7 +242,6 @@ function useGetColumns(
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<ActionsDropdown
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permissions={permissions}
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member={row.original}
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currentUserId={params.currentUserId}
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currentTeamAccountId={params.currentAccountId}
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currentRoleHierarchy={params.currentRoleHierarchy}
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/>
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@@ -256,13 +255,11 @@ function useGetColumns(
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function ActionsDropdown({
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permissions,
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member,
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currentUserId,
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currentTeamAccountId,
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currentRoleHierarchy,
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}: {
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permissions: Permissions;
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member: Members[0];
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currentUserId: string;
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currentTeamAccountId: string;
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currentRoleHierarchy: number;
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}) {
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@@ -271,13 +268,8 @@ function ActionsDropdown({
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const [isUpdatingRole, setIsUpdatingRole] = useState(false);
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const [isUpdatingBenefit, setIsUpdatingBenefit] = useState(false);
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const isCurrentUser = member.user_id === currentUserId;
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const isPrimaryOwner = member.primary_owner_user_id === member.user_id;
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if (isCurrentUser || isPrimaryOwner) {
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return null;
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}
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const memberRoleHierarchy = member.role_hierarchy_level;
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const canUpdateRole = permissions.canUpdateRole(memberRoleHierarchy);
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@@ -304,19 +296,19 @@ function ActionsDropdown({
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</DropdownMenuTrigger>
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<DropdownMenuContent>
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<If condition={canUpdateRole}>
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<If condition={canUpdateRole && !isPrimaryOwner}>
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<DropdownMenuItem onClick={() => setIsUpdatingRole(true)}>
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<Trans i18nKey={'teams:updateRole'} />
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</DropdownMenuItem>
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</If>
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<If condition={permissions.canTransferOwnership}>
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<If condition={permissions.canTransferOwnership && !isPrimaryOwner}>
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<DropdownMenuItem onClick={() => setIsTransferring(true)}>
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<Trans i18nKey={'teams:transferOwnership'} />
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</DropdownMenuItem>
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</If>
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<If condition={canRemoveFromAccount}>
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<If condition={canRemoveFromAccount && !isPrimaryOwner}>
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<DropdownMenuItem onClick={() => setIsRemoving(true)}>
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<Trans i18nKey={'teams:removeMember'} />
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</DropdownMenuItem>
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@@ -96,12 +96,12 @@
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"updateRoleLoadingMessage": "Rolli uuendatakse...",
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"updateRoleSuccessMessage": "Roll edukalt uuendatud",
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"updatingRoleErrorMessage": "Vabandust, tekkis viga. Palun proovi uuesti.",
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"updateBenefit": "Uuenda toetust",
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"updateBenefitHeading": "Uuenda toetus staatust",
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"removeBenefitDescription": "Eemalda töötaja toetusest",
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"allowBenefitDescription": "Luba töötajale toetus",
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"removeBenefitSubmitLabel": "Eemalda toetus",
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"allowBenefitSubmitLabel": "Luba toetus",
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"updateBenefit": "Tervisekonto staatus",
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"updateBenefitHeading": "Muuda tervisekonto staatust",
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"removeBenefitDescription": "Deaktiveeri töötaja tervisekonto",
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"allowBenefitDescription": "Aktiveeri töötaja tervisekonto",
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"removeBenefitSubmitLabel": "Deaktiveeri",
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"allowBenefitSubmitLabel": "Aktiveeri",
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"updateBenefiErrorMessage": "Vabandus, tekkis viga. Palun proovi uuesti.",
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"updateMemberRoleModalHeading": "Uuenda töötaja rolli",
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"updateMemberRoleModalDescription": "Muuda valitud töötaja rolli. Roll määrab töötaja õigused.",
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@@ -54,3 +54,97 @@ end;$function$
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grant
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execute on function medreport.get_account_members (text) to authenticated,
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service_role;
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create policy "update_accounts_memberships"
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on "medreport"."accounts_memberships"
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as permissive
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for update
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to authenticated
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using (medreport.is_account_owner(account_id))
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with check (medreport.is_account_owner(account_id));
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drop policy "restrict_mfa_accounts_memberships" on "medreport"."accounts_memberships";
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grant update on table "medreport"."accounts_memberships" to "authenticated";
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drop TRIGGER if exists prevent_memberships_update_check on "medreport"."accounts_memberships";
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drop function if exists kit.prevent_memberships_update();
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create or replace function medreport.upsert_health_benefits(
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p_benefit_distribution_schedule_id uuid
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)
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returns void
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language plpgsql
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security definer
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as $$
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declare
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member_record record;
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expires_date timestamp with time zone;
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v_company_id uuid;
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v_benefit_amount numeric;
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existing_entry_id uuid;
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v_target_amount numeric;
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begin
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-- Expires on first day of next year.
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expires_date := date_trunc('year', now() + interval '1 year');
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-- Get company_id and benefit_amount from benefit_distribution_schedule
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select company_id, benefit_amount into v_company_id, v_benefit_amount
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from medreport.benefit_distribution_schedule
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where id = p_benefit_distribution_schedule_id;
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-- Get all personal accounts that are members of this company
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for member_record in
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select distinct
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a.id as personal_account_id,
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coalesce(am.is_eligible_for_benefits) as is_eligible
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from medreport.accounts a
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join medreport.accounts_memberships am on a.id = am.user_id
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where am.account_id = v_company_id
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and a.is_personal_account = true
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loop
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v_target_amount := case when member_record.is_eligible
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then v_benefit_amount
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else 0 end;
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-- Check if there is already a balance entry for this personal account from the same company in same month
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select id into existing_entry_id
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from medreport.account_balance_entries
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where entry_type = 'benefit'
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and account_id = member_record.personal_account_id
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and source_company_id = v_company_id
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and date_trunc('month', created_at) = date_trunc('month', now())
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LIMIT 1;
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if existing_entry_id is not null then
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update medreport.account_balance_entries set
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amount = v_target_amount,
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expires_at = expires_date,
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benefit_distribution_schedule_id = p_benefit_distribution_schedule_id
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where id = existing_entry_id;
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else
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-- Insert new balance entry for personal account
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insert into medreport.account_balance_entries (
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account_id,
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amount,
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entry_type,
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description,
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source_company_id,
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created_by,
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expires_at,
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benefit_distribution_schedule_id
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) values (
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member_record.personal_account_id,
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v_target_amount,
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'benefit',
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'Health benefit from company',
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v_company_id,
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auth.uid(),
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expires_date,
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p_benefit_distribution_schedule_id
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);
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end if;
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end loop;
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end;
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$$;
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grant execute on function medreport.upsert_health_benefits(uuid) to authenticated, service_role;
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