compassmock/src/app/actions/netsuite-sync.ts
Nicholai fbd31b58ae
feat(netsuite): add NetSuite integration and financials (#29)
* feat(schema): add auth, people, and financial tables

Add users, organizations, teams, groups, and project
members tables. Extend customers/vendors with netsuite
fields. Add netsuite schema for invoices, bills,
payments, and credit memos. Include all migrations,
seeds, new UI primitives, and config updates.

* feat(auth): add WorkOS authentication system

Add login, signup, password reset, email verification,
and invitation flows via WorkOS AuthKit. Includes auth
middleware, permission helpers, dev mode fallbacks,
and auth page components.

* feat(people): add people management system

Add user, team, group, and organization management
with CRUD actions, dashboard pages, invite dialog,
user drawer, and role-based filtering. Includes
WorkOS invitation integration.

* feat(netsuite): add NetSuite integration and financials

Add bidirectional NetSuite REST API integration with
OAuth 2.0, rate limiting, sync engine, and conflict
resolution. Includes invoices, vendor bills, payments,
credit memos CRUD, customer/vendor management pages,
and financial dashboard with tabbed views.

* ci: retrigger build

* fix: add mobile-list-card dependency for people-table

---------

Co-authored-by: Nicholai <nicholaivogelfilms@gmail.com>
2026-02-04 16:36:19 -07:00

239 lines
7.1 KiB
TypeScript
Executable File

"use server"
import { getCloudflareContext } from "@opennextjs/cloudflare"
import { eq } from "drizzle-orm"
import { getDb } from "@/db"
import { customers, vendors } from "@/db/schema"
import { getNetSuiteConfig } from "@/lib/netsuite/config"
import { TokenManager } from "@/lib/netsuite/auth/token-manager"
import { getAuthorizeUrl } from "@/lib/netsuite/auth/oauth-client"
import { SyncEngine } from "@/lib/netsuite/sync/sync-engine"
import { CustomerMapper } from "@/lib/netsuite/mappers/customer-mapper"
import { VendorMapper } from "@/lib/netsuite/mappers/vendor-mapper"
import { getCurrentUser } from "@/lib/auth"
import { requirePermission } from "@/lib/permissions"
import { revalidatePath } from "next/cache"
export async function getNetSuiteConnectionStatus() {
try {
const user = await getCurrentUser()
requirePermission(user, "finance", "read")
const { env } = await getCloudflareContext()
const envRecord = env as unknown as Record<string, string>
const config = getNetSuiteConfig(envRecord)
const db = getDb(env.DB)
const tokenManager = new TokenManager(config, db as never)
const connected = await tokenManager.hasTokens()
return {
configured: true,
connected,
accountId: config.accountId,
}
} catch {
return { configured: false, connected: false, accountId: null }
}
}
export async function initiateNetSuiteOAuth() {
try {
const user = await getCurrentUser()
requirePermission(user, "organization", "update")
const { env } = await getCloudflareContext()
const envRecord = env as unknown as Record<string, string>
const config = getNetSuiteConfig(envRecord)
const state = crypto.randomUUID()
const authorizeUrl = getAuthorizeUrl(config, state)
return { success: true, authorizeUrl, state }
} catch (err) {
return {
success: false,
error: err instanceof Error ? err.message : "Configuration error",
}
}
}
export async function disconnectNetSuite() {
try {
const user = await getCurrentUser()
requirePermission(user, "organization", "update")
const { env } = await getCloudflareContext()
const envRecord = env as unknown as Record<string, string>
const config = getNetSuiteConfig(envRecord)
const db = getDb(env.DB)
const tokenManager = new TokenManager(config, db as never)
await tokenManager.clearTokens()
revalidatePath("/dashboard")
return { success: true }
} catch (err) {
return {
success: false,
error: err instanceof Error ? err.message : "Failed to disconnect",
}
}
}
export async function syncCustomers() {
try {
const user = await getCurrentUser()
requirePermission(user, "customer", "update")
const { env } = await getCloudflareContext()
const envRecord = env as unknown as Record<string, string>
const db = getDb(env.DB)
const engine = new SyncEngine(db as never, envRecord)
const mapper = new CustomerMapper()
const result = await engine.pull(
mapper,
async (localId, data) => {
const now = new Date().toISOString()
if (localId) {
await db
.update(customers)
.set({ ...data, updatedAt: now } as never)
.where(eq(customers.id, localId))
return localId
}
const id = crypto.randomUUID()
await db.insert(customers).values({
id,
name: String(data.name ?? ""),
email: (data.email as string) ?? null,
phone: (data.phone as string) ?? null,
netsuiteId: (data.netsuiteId as string) ?? null,
createdAt: now,
updatedAt: now,
})
return id
}
)
revalidatePath("/dashboard")
return {
success: true,
pulled: result.pull?.pulled ?? 0,
created: result.pull?.created ?? 0,
updated: result.pull?.updated ?? 0,
}
} catch (err) {
return {
success: false,
error: err instanceof Error ? err.message : "Sync failed",
}
}
}
export async function syncVendors() {
try {
const user = await getCurrentUser()
requirePermission(user, "vendor", "update")
const { env } = await getCloudflareContext()
const envRecord = env as unknown as Record<string, string>
const db = getDb(env.DB)
const engine = new SyncEngine(db as never, envRecord)
const mapper = new VendorMapper()
const result = await engine.pull(
mapper,
async (localId, data) => {
const now = new Date().toISOString()
if (localId) {
await db
.update(vendors)
.set({ ...data, updatedAt: now } as never)
.where(eq(vendors.id, localId))
return localId
}
const id = crypto.randomUUID()
await db.insert(vendors).values({
id,
name: String(data.name ?? ""),
category: (data.category as string) ?? "Subcontractor",
email: (data.email as string) ?? null,
phone: (data.phone as string) ?? null,
address: (data.address as string) ?? null,
netsuiteId: (data.netsuiteId as string) ?? null,
createdAt: now,
updatedAt: now,
})
return id
}
)
revalidatePath("/dashboard")
return {
success: true,
pulled: result.pull?.pulled ?? 0,
created: result.pull?.created ?? 0,
updated: result.pull?.updated ?? 0,
}
} catch (err) {
return {
success: false,
error: err instanceof Error ? err.message : "Sync failed",
}
}
}
export async function getSyncHistory() {
try {
const user = await getCurrentUser()
requirePermission(user, "finance", "read")
const { env } = await getCloudflareContext()
const envRecord = env as unknown as Record<string, string>
const db = getDb(env.DB)
const engine = new SyncEngine(db as never, envRecord)
return { success: true, history: await engine.getSyncHistory() }
} catch (err) {
return {
success: false,
error: err instanceof Error ? err.message : "Failed",
history: [],
}
}
}
export async function getConflicts() {
try {
const user = await getCurrentUser()
requirePermission(user, "finance", "read")
const { env } = await getCloudflareContext()
const envRecord = env as unknown as Record<string, string>
const db = getDb(env.DB)
const engine = new SyncEngine(db as never, envRecord)
return { success: true, conflicts: await engine.getConflicts() }
} catch (err) {
return {
success: false,
error: err instanceof Error ? err.message : "Failed",
conflicts: [],
}
}
}
export async function resolveConflict(
metaId: string,
resolution: "use_local" | "use_remote"
) {
try {
const user = await getCurrentUser()
requirePermission(user, "finance", "update")
const { env } = await getCloudflareContext()
const envRecord = env as unknown as Record<string, string>
const db = getDb(env.DB)
const engine = new SyncEngine(db as never, envRecord)
await engine.resolveConflict(metaId, resolution)
revalidatePath("/dashboard")
return { success: true }
} catch (err) {
return {
success: false,
error: err instanceof Error ? err.message : "Failed",
}
}
}