MED-186: added upsert to balance if increased

MED-185: add wallet balance. to new employee

.env.example

@@ -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

README.md

@@ -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
 

app/auth/update-account/_components/update-account-form.tsx

@@ -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
-              <FormField
+              name="height"
-                name="weight"
+              render={({ field }) => (
-                render={({ field }) => (
+                <FormItem className="flex-1 basis-0">
-                  <FormItem className="flex-1 basis-0">
+                  <FormLabel>
-                    <FormLabel>
+                    <Trans i18nKey={'common:formField:height'} />
-                      <Trans i18nKey={'common:formField:weight'} />
+                  </FormLabel>
-                    </FormLabel>
+                  <FormControl>
-                    <FormControl>
+                    <Input
-                      <Input
+                      placeholder="cm"
-                        type="number"
+                      type="number"
-                        placeholder="kg"
+                      {...field}
-                        {...field}
+                      value={field.value ?? ''}
-                        value={field.value ?? ''}
+                      onChange={(e) =>
-                        onChange={(e) =>
+                        field.onChange(
-                          field.onChange(
+                          e.target.value === '' ? null : Number(e.target.value),
-                            e.target.value === ''
+                        )
-                              ? null
+                      }
-                              : Number(e.target.value),
+                    />
-                          )
+                  </FormControl>
-                        }
+                  <FormMessage />
-                      />
+                </FormItem>
-                    </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"

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

@@ -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"

supabase/migrations/20250930175100_update_tto_tables.sql

@@ -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);

supabase/migrations/20251002170200_upsert_account_balance.sql

@@ -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();