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:
co-authored by
Claude Fable 5
Jakob Wennberg
parent
ddbe9b1379
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@@ -1325,7 +1325,14 @@
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"dismiss": "Hide",
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"step_skv_title": "Connect Skatteverket",
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"step_skv_description": "See the tax account and file VAT and employer declarations right from here. Connects with BankID in a couple of minutes.",
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"step_skv_action": "Connect Skatteverket"
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"step_skv_action": "Connect Skatteverket",
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"step_skv_next_vat": "First VAT return: {date}.",
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"step_skv_choose_period": "Pick a VAT period in settings, otherwise no VAT deadlines are tracked.",
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"step_receipts_title": "Receipts and documents",
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"step_receipts_description": "Photo the receipt or forward the email to your inbox address, and the document is read and waiting for you.",
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"step_receipts_action": "Open the inbox",
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"step_receipts_channels": "Email · WhatsApp · upload",
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"step_receipts_channels_no_wa": "Email · upload"
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},
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"tax_assessment_notices": {
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"title": "Final tax notices and remaining tax",
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@@ -5659,6 +5666,9 @@
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"att_gora_left": "{count} left",
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"att_gora_empty_title": "All caught up!",
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"att_gora_empty_body": "No transactions to record and no documents to handle.",
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"att_gora_new_status": "Nothing here yet",
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"att_gora_new_title": "Your books are empty so far",
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"att_gora_new_body": "The get-started steps above will fill them: your history, the bank and the receipts.",
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"band_bokfor": "Record",
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"band_granska": "Review & complete",
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"band_bevaka": "Monitor",
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@@ -1325,7 +1325,14 @@
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"dismiss": "Dölj",
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"step_skv_title": "Anslut Skatteverket",
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"step_skv_description": "Se skattekontot och lämna moms- och arbetsgivardeklarationer direkt härifrån. Ansluts med BankID på ett par minuter.",
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"step_skv_action": "Anslut Skatteverket"
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"step_skv_action": "Anslut Skatteverket",
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"step_skv_next_vat": "Första momsdeklarationen: {date}.",
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"step_skv_choose_period": "Välj momsperiod i inställningarna, annars bevakas inga momsdeadlines.",
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"step_receipts_title": "Kvitton och underlag",
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"step_receipts_description": "Fota kvittot eller vidarebefordra mejlet till er inkorgsadress, så tolkas underlaget och väntar på dig.",
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"step_receipts_action": "Öppna inkorgen",
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"step_receipts_channels": "Mejl · WhatsApp · uppladdning",
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"step_receipts_channels_no_wa": "Mejl · uppladdning"
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},
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"tax_assessment_notices": {
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"title": "Slutskattebesked och kvarskatt",
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@@ -5659,6 +5666,9 @@
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"att_gora_left": "{count} kvar",
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"att_gora_empty_title": "Allt klart!",
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"att_gora_empty_body": "Inga transaktioner att bokföra och inga underlag att hantera.",
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"att_gora_new_status": "Inget här än",
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"att_gora_new_title": "Bokföringen är tom än så länge",
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"att_gora_new_body": "Kom igång-stegen ovan fyller den: historiken, banken och kvittona.",
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"band_bokfor": "Bokför",
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"band_granska": "Granska & komplettera",
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"band_bevaka": "Bevaka",
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