update tables if not eligible

This commit is contained in:
Danel Kungla
2025-10-06 11:07:39 +03:00
parent e7b7be7562
commit b3bea06d16
4 changed files with 108 additions and 19 deletions

View File

@@ -29,10 +29,13 @@ async function TeamAccountBillingPage({ params }: TeamAccountBillingPageProps) {
const account = await api.getTeamAccount(accountSlug);
const { members } = await api.getMembers(accountSlug);
const eligibleMembersCount = members.filter(
({ is_eligible_for_benefits }) => !!is_eligible_for_benefits,
).length;
const [expensesOverview, companyParams] = await Promise.all([
loadTeamAccountBenefitExpensesOverview({
companyId: account.id,
employeeCount: members.length,
employeeCount: eligibleMembersCount,
}),
api.getTeamAccountParams(account.id),
]);
@@ -42,7 +45,7 @@ async function TeamAccountBillingPage({ params }: TeamAccountBillingPageProps) {
<HealthBenefitForm
account={account}
companyParams={companyParams}
employeeCount={members.length}
employeeCount={eligibleMembersCount}
expensesOverview={expensesOverview}
/>
</PageBody>

View File

@@ -242,7 +242,6 @@ function useGetColumns(
<ActionsDropdown
permissions={permissions}
member={row.original}
currentUserId={params.currentUserId}
currentTeamAccountId={params.currentAccountId}
currentRoleHierarchy={params.currentRoleHierarchy}
/>
@@ -256,13 +255,11 @@ function useGetColumns(
function ActionsDropdown({
permissions,
member,
currentUserId,
currentTeamAccountId,
currentRoleHierarchy,
}: {
permissions: Permissions;
member: Members[0];
currentUserId: string;
currentTeamAccountId: string;
currentRoleHierarchy: number;
}) {
@@ -271,13 +268,8 @@ function ActionsDropdown({
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;
if (isCurrentUser || isPrimaryOwner) {
return null;
}
const memberRoleHierarchy = member.role_hierarchy_level;
const canUpdateRole = permissions.canUpdateRole(memberRoleHierarchy);
@@ -304,19 +296,19 @@ function ActionsDropdown({
</DropdownMenuTrigger>
<DropdownMenuContent>
<If condition={canUpdateRole}>
<If condition={canUpdateRole && !isPrimaryOwner}>
<DropdownMenuItem onClick={() => setIsUpdatingRole(true)}>
<Trans i18nKey={'teams:updateRole'} />
</DropdownMenuItem>
</If>
<If condition={permissions.canTransferOwnership}>
<If condition={permissions.canTransferOwnership && !isPrimaryOwner}>
<DropdownMenuItem onClick={() => setIsTransferring(true)}>
<Trans i18nKey={'teams:transferOwnership'} />
</DropdownMenuItem>
</If>
<If condition={canRemoveFromAccount}>
<If condition={canRemoveFromAccount && !isPrimaryOwner}>
<DropdownMenuItem onClick={() => setIsRemoving(true)}>
<Trans i18nKey={'teams:removeMember'} />
</DropdownMenuItem>

View File

@@ -96,12 +96,12 @@
"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",
"updateBenefit": "Tervisekonto staatus",
"updateBenefitHeading": "Muuda tervisekonto staatust",
"removeBenefitDescription": "Deaktiveeri töötaja tervisekonto",
"allowBenefitDescription": "Aktiveeri töötaja tervisekonto",
"removeBenefitSubmitLabel": "Deaktiveeri",
"allowBenefitSubmitLabel": "Aktiveeri",
"updateBenefiErrorMessage": "Vabandus, tekkis viga. Palun proovi uuesti.",
"updateMemberRoleModalHeading": "Uuenda töötaja rolli",
"updateMemberRoleModalDescription": "Muuda valitud töötaja rolli. Roll määrab töötaja õigused.",

View File

@@ -54,3 +54,97 @@ end;$function$
grant
execute on function medreport.get_account_members (text) to authenticated,
service_role;
create policy "update_accounts_memberships"
on "medreport"."accounts_memberships"
as permissive
for update
to authenticated
using (medreport.is_account_owner(account_id))
with check (medreport.is_account_owner(account_id));
drop policy "restrict_mfa_accounts_memberships" on "medreport"."accounts_memberships";
grant update on table "medreport"."accounts_memberships" to "authenticated";
drop TRIGGER if exists prevent_memberships_update_check on "medreport"."accounts_memberships";
drop function if exists kit.prevent_memberships_update();
create or replace function medreport.upsert_health_benefits(
p_benefit_distribution_schedule_id uuid
)
returns void
language plpgsql
security definer
as $$
declare
member_record record;
expires_date timestamp with time zone;
v_company_id uuid;
v_benefit_amount numeric;
existing_entry_id uuid;
v_target_amount numeric;
begin
-- Expires on first day of next year.
expires_date := date_trunc('year', now() + interval '1 year');
-- Get company_id and benefit_amount from benefit_distribution_schedule
select company_id, benefit_amount into v_company_id, v_benefit_amount
from medreport.benefit_distribution_schedule
where id = p_benefit_distribution_schedule_id;
-- Get all personal accounts that are members of this company
for member_record in
select distinct
a.id as personal_account_id,
coalesce(am.is_eligible_for_benefits) as is_eligible
from medreport.accounts a
join medreport.accounts_memberships am on a.id = am.user_id
where am.account_id = v_company_id
and a.is_personal_account = true
loop
v_target_amount := case when member_record.is_eligible
then v_benefit_amount
else 0 end;
-- Check if there is already a balance entry for this personal account from the same company in same month
select id into existing_entry_id
from medreport.account_balance_entries
where entry_type = 'benefit'
and account_id = member_record.personal_account_id
and source_company_id = v_company_id
and date_trunc('month', created_at) = date_trunc('month', now())
LIMIT 1;
if existing_entry_id is not null then
update medreport.account_balance_entries set
amount = v_target_amount,
expires_at = expires_date,
benefit_distribution_schedule_id = p_benefit_distribution_schedule_id
where id = existing_entry_id;
else
-- Insert new balance entry for personal account
insert into medreport.account_balance_entries (
account_id,
amount,
entry_type,
description,
source_company_id,
created_by,
expires_at,
benefit_distribution_schedule_id
) values (
member_record.personal_account_id,
v_target_amount,
'benefit',
'Health benefit from company',
v_company_id,
auth.uid(),
expires_date,
p_benefit_distribution_schedule_id
);
end if;
end loop;
end;
$$;
grant execute on function medreport.upsert_health_benefits(uuid) to authenticated, service_role;