feat(onboarding): activation quick wins on the Hem checklist (#1461)
* feat(onboarding): activation quick wins on the Hem checklist First implementation slice of the approved activation concept (artifact de543d57, dev_docs/onboarding_activation_analysis.md §9): - New "Kvitton och underlag" checklist step, gated on the invoice-inbox extension like the Skatteverket step; done once the company has ever received an inbox item (email/WhatsApp/upload). Non-AI companies route to billing, matching the assistant step. - Personalized VAT line in the Skatteverket step: the company's real next momsdeklaration due date from the deadlines table, with an explicit "välj momsperiod" prompt when vat_registered is set but moms_period is null (that state silently generates zero VAT deadlines). - Truthful Att göra empty state: while the setup checklist is open and no journal entry is posted, the all-clear reads "Bokföringen är tom än" instead of a false "Allt klart!". - Activation funnel events (onboarding_setup_step_started / _completed / _dismissed) via posthog-js, mirroring the existing guarded capture pattern; sandbox never renders the block so no extra gate is needed. Pure helpers live in lib/onboarding/checklist.ts with tests; step numbering now adapts to both optional extensions. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * docs: record the receipts-signal and moms-period-guard decisions Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(onboarding): review triage: error-safe emptyLedger, stale-state guard, copy - A failed posted-entries count no longer reads as an empty ledger. - Confirming a suggested match books an entry, so the empty-ledger copy retires for the rest of the session (postedSinceLoad). - 'Bokföringen är tom än så länge' reads naturally. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
co-authored by
Claude Fable 5
Jakob Wennberg
Claude Fable 5
Jakob Wennberg
parent
ddbe9b1379
commit
44cff5e5e4
@@ -15,6 +15,7 @@ import { visibleWorklistTotal } from '@/lib/worklist/visible-total'
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import {
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ArrowLeftRight,
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ArrowRight,
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BookOpen,
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CalendarClock,
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CheckCircle2,
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ChevronRight,
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@@ -52,6 +53,12 @@ interface AttGoraSectionProps {
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worklist: WorklistCounts
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suggestedMatches: SuggestedMatch[]
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expiringBankConnections?: ExpiringBankConnection[]
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/**
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* True while the setup checklist is open and the company has zero posted
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* journal entries. An empty ledger is not an achievement: the all-clear
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* state then says "nothing here yet" instead of a false "all caught up".
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*/
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emptyLedger?: boolean
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}
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interface WorklistRowProps {
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@@ -99,6 +106,7 @@ export default function AttGoraSection({
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worklist,
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suggestedMatches,
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expiringBankConnections = [],
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emptyLedger = false,
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}: AttGoraSectionProps) {
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const t = useTranslations('dashboard')
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const { toast } = useToast()
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@@ -112,6 +120,9 @@ export default function AttGoraSection({
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const [matches, setMatches] = useState(suggestedMatches)
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const [leavingIds, setLeavingIds] = useState<Set<string>>(new Set())
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const [confirmingId, setConfirmingId] = useState<string | null>(null)
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// A confirmed match books a journal entry, so the server-derived
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// emptyLedger flag goes stale the moment one succeeds in this session.
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const [postedSinceLoad, setPostedSinceLoad] = useState(false)
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async function refetchCounts() {
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try {
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@@ -158,6 +169,7 @@ export default function AttGoraSection({
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return
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}
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toast({ title: t('suggested_confirmed_toast') })
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setPostedSinceLoad(true)
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// Fade the row out, drop it, then re-sync every count from the source
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// of truth (the match also booked a transaction, so several numbers move).
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setLeavingIds((prev) => new Set(prev).add(match.transaction_id))
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@@ -206,18 +218,31 @@ export default function AttGoraSection({
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<div className="flex items-baseline justify-between border-b border-border px-1 pb-2.5">
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<h2 className="font-sans text-sm font-medium">{t('att_gora_title')}</h2>
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<p className="text-xs text-muted-foreground tabular-nums" role="status" aria-live="polite">
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{allClear ? t('all_done') : t('att_gora_left', { count: displayTotal })}
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{allClear
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? emptyLedger && !postedSinceLoad
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? t('att_gora_new_status')
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: t('all_done')
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: t('att_gora_left', { count: displayTotal })}
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</p>
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</div>
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<div>
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{allClear ? (
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<EmptyState
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icon={CheckCircle2}
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title={t('att_gora_empty_title')}
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description={t('att_gora_empty_body')}
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className="py-10"
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/>
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emptyLedger && !postedSinceLoad ? (
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<EmptyState
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icon={BookOpen}
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title={t('att_gora_new_title')}
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description={t('att_gora_new_body')}
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className="py-10"
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/>
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) : (
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<EmptyState
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icon={CheckCircle2}
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title={t('att_gora_empty_title')}
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description={t('att_gora_empty_body')}
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className="py-10"
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/>
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)
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) : (
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<div className="pb-2">
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{bokforRows && (
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@@ -19,6 +19,7 @@ import { ArrowRight } from 'lucide-react'
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import type { InitialSetupState, OnboardingProgress } from '@/types'
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import type { SuggestedMatch, WorklistCounts } from '@/lib/worklist/types'
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import type { ResumeItem } from '@/lib/worklist/resume'
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import type { VatDeadlineLine } from '@/lib/onboarding/checklist'
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interface DashboardContentProps {
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companyId: string
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@@ -48,6 +49,14 @@ interface DashboardContentProps {
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* full-screen onboarding takeover.
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*/
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agentBuilt?: boolean
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/** Personalized VAT-deadline line for the checklist's Skatteverket step. */
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vatLine?: VatDeadlineLine
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/**
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* True while the setup checklist is still open and the company has zero
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* posted journal entries: Att göra's all-clear then reads as "empty, get
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* started" instead of a false "all caught up".
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*/
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emptyLedger?: boolean
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}
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/**
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@@ -68,6 +77,8 @@ export default function DashboardContent({
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onboardingProgress,
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initialSetup,
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agentBuilt = true,
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vatLine = null,
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emptyLedger = false,
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}: DashboardContentProps) {
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const t = useTranslations('dashboard')
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const hasAi = useCapability(CAPABILITY.ai)
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@@ -123,14 +134,16 @@ export default function DashboardContent({
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hasBookkeepingImported={!!onboardingProgress?.hasSIEImport}
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hasBankConnected={!!onboardingProgress?.hasBankConnected}
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hasSkatteverketConnected={!!onboardingProgress?.hasSkatteverketConnected}
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hasInboxItems={!!onboardingProgress?.hasInboxItems}
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hasAgentBuilt={agentBuilt}
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vatLine={vatLine}
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/>
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{/* Build-assistant hero: shown only until the company has a verified
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agent_profile, so existing/migrated users get a clear prompt instead
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of a full-screen onboarding takeover. While the stepped first-run
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checklist is visible it already carries the assistant as step 3, so
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the hero waits until that block is dismissed or completed. */}
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checklist is visible it already carries the assistant as its last
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step, so the hero waits until that block is dismissed or completed. */}
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{!agentBuilt && (initialSetup.dismissedAt || initialSetup.completedAt) && (
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<section>
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{/* Non-payers keep seeing the hero (conversion surface) but it
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@@ -170,6 +183,7 @@ export default function DashboardContent({
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worklist={worklist}
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suggestedMatches={suggestedMatches}
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expiringBankConnections={expiringBankConnections}
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emptyLedger={emptyLedger}
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/>
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<ResumePane items={resumeItems} />
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</div>
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