Phase 4 Implementation Summary

Status: ✅ Complete

Phase 4 application changes have been successfully implemented. All service layer files now include tenant_id in INSERT operations and filter SELECT queries by tenant.

Changes Implemented

1. TypeScript Types Updated

File: src/types/index.ts

• Added tenant_id: string to all 19 entity interfaces:
  • Profile
  • Client
  • ProductService
  • Inventory
  • InventoryHistory
  • Employee
  • Timesheet
  • Invoice
  • InvoiceLineItem
  • Quote
  • QuoteLineItem
  • Project
  • Task
  • ProjectEmployee
  • Payment
  • ClientCommunication
  • ActivityLog
  • ApiKey
  • Webhook
• Updated AuthContextType to include tenantId: string | null

2. Tenant Helper Function Created

File: src/lib/tenant.ts (NEW)

• Created getCurrentTenantId() helper function
• Queries user's profile to get tenant_id
• Returns string | null
• Used by all service functions

3. AuthContext Updated

File: src/context/AuthContext.tsx

• Added tenantId state variable
• Extracts tenantId from profile and exposes in context
• Updated signUp to assign new users to default tenant (Autoch.at)
• Updates tenantId state when user signs in/out

4. Service Layer Updated (10 files)

All service files now:

• Import getCurrentTenantId helper
• Include tenant_id in all INSERT operations
• Filter all SELECT queries by tenant_id
• Update function signatures to exclude tenant_id from input types

Updated Services:

1. clientService.ts

   • getAll(): Added tenant filter
   • getById(): Added tenant filter
   • create(): Includes tenant_id

2. productService.ts

   • getAll(): Added tenant filter
   • getById(): Added tenant filter
   • create(): Includes tenant_id
   • exportJSON(): Added tenant filter

3. inventoryService.ts

   • getAll(): Added tenant filter
   • getByProductId(): Added tenant filter
   • getLowStockItems(): Added tenant filter
   • getHistory(): Added tenant filter
   • createForProduct(): Includes tenant_id
   • updateQuantity(): Gets tenant_id from inventory record for history entry

4. employeeService.ts

   • getAll(): Added tenant filter
   • getById(): Added tenant filter
   • create(): Includes tenant_id
   • getProfiles(): Added tenant filter

5. timesheetService.ts

   • getAll(): Added tenant filter
   • getById(): Added tenant filter
   • getEmployeeTimesheets(): Added tenant filter
   • create(): Includes tenant_id

6. invoiceService.ts

   • getAll(): Added tenant filter
   • getById(): Added tenant filter
   • create(): Includes tenant_id
   • addLineItem(): Gets tenant_id from invoice record
   • generateInvoiceNumber(): Added tenant filter

7. quoteService.ts

   • getAll(): Added tenant filter
   • getById(): Added tenant filter
   • create(): Includes tenant_id
   • addLineItem(): Gets tenant_id from quote record
   • generateQuoteNumber(): Added tenant filter
   • convertToInvoice(): Uses tenant_id from quote (already handled via getById)

8. projectService.ts

   • projectService.getAll(): Added tenant filter
   • projectService.getById(): Added tenant filter
   • projectService.create(): Includes tenant_id
   • taskService.getAll(): Added tenant filter
   • taskService.getById(): Added tenant filter
   • taskService.create(): Includes tenant_id, verifies project tenant if project_id provided

9. paymentService.ts

   • getByInvoice(): Added tenant filter
   • create(): Gets tenant_id from invoice record

10. communicationService.ts

    • getByClient(): Added tenant filter
    • getAll(): Added tenant filter
    • getById(): Added tenant filter
    • getPendingFollowUps(): Added tenant filter
    • create(): Gets tenant_id from client record

Key Implementation Patterns

INSERT Operations

const tenantId = await getCurrentTenantId();
if (!tenantId) throw new Error('No tenant ID available');

const { data, error } = await supabase
  .from('table_name')
  .insert([{
    ...data,
    tenant_id: tenantId,
  }])
  .select()
  .single();

SELECT Operations

const tenantId = await getCurrentTenantId();
if (!tenantId) throw new Error('No tenant ID available');

let query = supabase
  .from('table_name')
  .select('*', { count: 'exact' })
  .eq('tenant_id', tenantId);

Child Records (Line Items, History, etc.)

For child records, tenant_id is obtained from the parent record to ensure consistency:

// Get tenant_id from parent
const { data: parent } = await supabase
  .from('parent_table')
  .select('tenant_id')
  .eq('id', parentId)
  .eq('tenant_id', tenantId)
  .maybeSingle();

if (!parent) throw new Error('Parent not found or access denied');

// Use parent's tenant_id
.insert([{
  ...childData,
  tenant_id: parent.tenant_id,
}])

Special Cases Handled

1. Invoice/Quote Number Generation: Added tenant filter to ensure numbers are tenant-scoped
2. Quote to Invoice Conversion: Tenant_id is preserved from quote to invoice
3. Inventory History: Tenant_id obtained from inventory record
4. Task Creation: Verifies project tenant_id if project_id is provided
5. Payment Creation: Tenant_id obtained from invoice record
6. Communication Creation: Tenant_id obtained from client record

Files Modified

Type Definitions

• ✅ src/types/index.ts - Added tenant_id to all interfaces

Context

• ✅ src/context/AuthContext.tsx - Added tenantId, updated signUp

Helpers (New)

• ✅ src/lib/tenant.ts - Tenant helper function

Services (10 files)

• ✅ src/services/clientService.ts
• ✅ src/services/productService.ts
• ✅ src/services/inventoryService.ts
• ✅ src/services/employeeService.ts
• ✅ src/services/timesheetService.ts
• ✅ src/services/invoiceService.ts
• ✅ src/services/quoteService.ts
• ✅ src/services/projectService.ts
• ✅ src/services/paymentService.ts
• ✅ src/services/communicationService.ts

Validation

• ✅ No TypeScript compilation errors
• ✅ No linter errors
• ✅ All service functions updated consistently
• ✅ Tenant_id included in all INSERT operations
• ✅ Tenant filtering added to all SELECT operations

Testing Requirements

Manual Testing Checklist:

• Sign up new user (gets default tenant)
• Create client (includes tenant_id)
• Create invoice (includes tenant_id)
• Create product (includes tenant_id)
• Create project (includes tenant_id)
• Create timesheet (includes tenant_id)
• List all entities (only shows tenant's data)
• Update entities (only tenant's data)
• Delete entities (only tenant's data)
• Create invoice line items (includes tenant_id)
• Create quote line items (includes tenant_id)
• Convert quote to invoice (preserves tenant_id)
• Create payment (gets tenant_id from invoice)
• Create communication (gets tenant_id from client)

Next Steps

After Phase 4 validation:

1. Proceed to Phase 5: Constraints + Hardening
   • Make all tenant_id columns NOT NULL
   • Convert global unique constraints to tenant-scoped
   • Add composite indexes for common query patterns

Notes

• RLS policies (Phase 3) provide defense in depth - even if tenant_id is missing, RLS will block cross-tenant access
• Explicit tenant filtering improves query performance (uses tenant_id indexes)
• All child records get tenant_id from parent records to ensure consistency
• Helper function pattern allows services to work without React context