feat(home): first-run block as a numbered four-step thread with partner marks (#1149)
* feat(home): first-run block as a numbered three-step thread with partner marks The founder-picked stepped shape for 'Hur vill du komma igang?': 1 Fa in din bokforing (primary Flytta bokforingen + Fortnox/Visma/Bokio marks + '+ SIE'; Starta fran borjan as an inline alternative that just checks the step off), 2 Koppla banken (Enable Banking mark only), 3 Bygg din bokforingsassistent (Beta chip, no vendor logo). Dots walk number -> filled active -> sage check; the persisted state machine is unchanged, but choosing a path no longer auto-completes the setup: the block retires when all three steps are done (or via Dolj). DashboardContent's build-assistant hero now waits until the checklist is gone so the assistant is not pitched twice. initial_setup i18n rewritten for the stepped copy (sv+en), unused selected-state keys removed. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * feat(home): Skatteverket as step three, assistant last, ticked steps collapse Founder feedback on #1149: the thread is now four steps: 1 Fa in din bokforing, 2 Koppla banken, 3 Anslut Skatteverket (with the SKV mark, BankID authorize link; skipped entirely in builds without the skatteverket extension), 4 Bygg din bokforingsassistent. A completed step drops its description and actions and keeps only the checked muted title, so the fresh-start pitch never lingers after the books are in. The heading counts honestly ({count} steg) and completion now requires all four steps. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * polish(home): one-line checklist header Founder feedback: the title and sub-line said the same thing twice; only '4 steg sa ar bokforingen igang' remains (Dolj stays beside it). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
co-authored by
Claude Fable 5
Claude Fable 5
parent
63fd5311ed
commit
9dfa6c6708
@@ -87,7 +87,10 @@ export const PATCH = withRouteContext(
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const update: Record<string, unknown> = {}
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if (body.path !== undefined) {
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update.initial_setup_path = body.path
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update.initial_setup_completed_at = body.path === 'fresh' ? now : null
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// Choosing a path no longer completes the setup: since the stepped
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// Hem block (rest-of-nav 2), "fresh" just checks off step one and the
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// block completes when every step is done.
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update.initial_setup_completed_at = null
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update.initial_setup_dismissed_at = null
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}
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if (body.completed !== undefined) {
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@@ -101,8 +101,10 @@ export default function DashboardContent({
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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. */}
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{!agentBuilt && (
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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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{!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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routes to billing instead of a build flow that would 403. */}
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@@ -2,18 +2,9 @@
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import { useEffect, useState } from 'react'
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import { useRouter } from 'next/navigation'
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import Link from 'next/link'
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import { useTranslations } from 'next-intl'
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import {
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ArrowRight,
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ArrowRightLeft,
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FileCheck,
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Landmark,
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MessageCircle,
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Sparkles,
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} from 'lucide-react'
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import { Check } from 'lucide-react'
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import { Button } from '@/components/ui/button'
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import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
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import { cn } from '@/lib/utils'
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import { useErrorToast } from '@/lib/hooks/use-error-toast'
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import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
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@@ -30,12 +21,14 @@ interface NewUserChecklistProps {
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hasAgentBuilt?: boolean
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}
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const pathIcons = {
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migration: ArrowRightLeft,
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bank: Landmark,
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fresh: Sparkles,
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} as const
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/**
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* First-run getting-started block on Hem, in the founder-picked stepped
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* shape: a numbered three-step thread (get the books in, connect the bank,
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* build the assistant) with the partner marks on the steps that have them.
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* The persisted state machine is unchanged (path / completedAt /
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* dismissedAt via /api/onboarding/state); "Starta från början" records the
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* fresh path and simply checks off step one.
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*/
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export default function NewUserChecklist({
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initialState,
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className,
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@@ -81,111 +74,238 @@ export default function NewUserChecklist({
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}
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}
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const step1Done = hasBookkeepingImported || state.path === 'fresh'
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const step2Done = hasBankConnected
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// Companies built without the skatteverket extension skip that step.
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const step3Done = !hasSkatteverket || hasSkatteverketConnected
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const step4Done = hasAgentBuilt
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useEffect(() => {
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const selectedPathComplete =
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(state.path === 'migration' && hasBookkeepingImported) ||
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(state.path === 'bank' && hasBankConnected)
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if (!state.completedAt && selectedPathComplete && saving === null) {
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// The block retires itself once every step is done; Dölj remains the
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// manual way out.
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if (!state.completedAt && step1Done && step2Done && step3Done && step4Done && saving === null) {
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void persist({ completed: true }, 'complete')
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}
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// persist intentionally stays out: its identity follows the toast hook and
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// would retrigger this completion sync after every render.
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// eslint-disable-next-line react-hooks/exhaustive-deps
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}, [hasBankConnected, hasBookkeepingImported, saving, state.completedAt, state.path])
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}, [step1Done, step2Done, step3Done, step4Done, saving, state.completedAt])
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if (state.dismissedAt || state.completedAt) return null
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const choosePath = async (path: InitialSetupPath) => {
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const updated = await persist({ path }, path)
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if (!updated || path === 'fresh') return
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if (path === 'migration') {
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router.push(hasMigration ? '/import?mode=migration' : '/import?mode=sie')
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} else {
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router.push(hasBanking ? '/import?mode=psd2' : '/import?mode=bank')
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}
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const goMigration = async () => {
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const updated = await persist({ path: 'migration' }, 'migration')
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if (updated) router.push(hasMigration ? '/import?mode=migration' : '/import?mode=sie')
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}
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const goFresh = () => void persist({ path: 'fresh' }, 'fresh')
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const goBank = async () => {
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const updated = await persist({ path: state.path ?? 'bank' }, 'bank')
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if (updated) router.push(hasBanking ? '/import?mode=psd2' : '/import?mode=bank')
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}
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if (!state.path) {
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return (
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<Card className={cn('border-foreground/20', className)}>
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<CardHeader className="pb-4">
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<CardTitle className="text-lg">{t('title')}</CardTitle>
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<CardDescription>{t('description')}</CardDescription>
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</CardHeader>
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<CardContent className="grid gap-3 md:grid-cols-3">
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{(['migration', 'bank', 'fresh'] as const).map((path) => {
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const Icon = pathIcons[path]
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return (
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<button
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key={path}
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type="button"
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disabled={saving !== null}
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onClick={() => void choosePath(path)}
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className="group min-h-28 rounded-lg border border-border p-4 text-left transition-colors hover:border-foreground/40 hover:bg-secondary focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring disabled:opacity-50"
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>
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<div className="flex items-center justify-between gap-3">
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<Icon className="h-5 w-5" />
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<ArrowRight className="h-4 w-4 text-muted-foreground transition-transform group-hover:translate-x-0.5" />
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</div>
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<p className="mt-4 text-sm font-medium">{t(`${path}_title`)}</p>
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<p className="mt-1 text-xs leading-relaxed text-muted-foreground">
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{t(`${path}_description`)}
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</p>
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</button>
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)
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})}
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</CardContent>
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</Card>
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)
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}
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const primaryHref = state.path === 'migration'
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? (hasMigration ? '/import?mode=migration' : '/import?mode=sie')
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: (hasBanking ? '/import?mode=psd2' : '/import?mode=bank')
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const PrimaryIcon = pathIcons[state.path]
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const activeStep = !step1Done ? 1 : !step2Done ? 2 : !step3Done ? 3 : 4
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return (
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<Card className={cn('border-foreground/20', className)}>
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<CardHeader className="pb-4">
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<div className="flex flex-col gap-3 sm:flex-row sm:items-start sm:justify-between">
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<div>
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<CardTitle className="text-lg">{t(`${state.path}_selected_title`)}</CardTitle>
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<CardDescription className="mt-1">{t(`${state.path}_selected_description`)}</CardDescription>
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<section className={className} aria-label={t('title', { count: hasSkatteverket ? 4 : 3 })}>
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<div className="mb-1 flex items-center justify-between gap-3">
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<h2 className="text-sm font-medium">{t('title', { count: hasSkatteverket ? 4 : 3 })}</h2>
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<button
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type="button"
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disabled={saving !== null}
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onClick={() => void persist({ dismissed: true }, 'dismiss')}
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className="shrink-0 text-xs text-muted-foreground underline decoration-border underline-offset-4 transition-colors hover:text-foreground"
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>
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{t('dismiss')}
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</button>
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</div>
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<div className="mt-4">
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<Step
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number={1}
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done={step1Done}
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active={activeStep === 1}
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title={t('step_books_title')}
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>
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<p className="text-xs leading-5 text-muted-foreground">
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{t('step_books_description')}{' '}
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<button
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type="button"
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disabled={saving !== null}
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onClick={goFresh}
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className="underline decoration-border underline-offset-4 transition-colors hover:text-foreground"
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>
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{t('step_books_fresh_link')}
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</button>{' '}
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{t('step_books_fresh_suffix')}
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</p>
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<div className="mt-3 flex flex-wrap items-center gap-3">
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<Button
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size="sm"
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disabled={saving !== null}
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onClick={() => void goMigration()}
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>
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{t('step_books_action')}
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</Button>
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<span className="flex items-center gap-1.5">
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<LogoMark src="/logos/fortnox.svg" name="Fortnox" />
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<LogoMark src="/logos/visma.jpeg" name="Visma" />
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<LogoMark src="/logos/bokio.png" name="Bokio" />
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<span className="ml-1 text-[11px] text-muted-foreground">{t('step_books_sie')}</span>
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</span>
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</div>
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</Step>
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<Step
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number={2}
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done={step2Done}
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active={activeStep === 2}
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title={t('step_bank_title')}
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>
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<p className="text-xs leading-5 text-muted-foreground">{t('step_bank_description')}</p>
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<div className="mt-3 flex flex-wrap items-center gap-3">
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<Button
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size="sm"
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variant={activeStep === 2 ? 'default' : 'outline'}
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disabled={saving !== null}
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onClick={() => void goBank()}
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>
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{t('step_bank_action')}
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</Button>
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{hasBanking && (
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<LogoMark
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src="/logos/enable-banking-icon.png"
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name="Enable Banking"
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mono
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/>
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)}
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</div>
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<Button
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variant="ghost"
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size="sm"
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disabled={saving !== null}
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onClick={() => void persist({ dismissed: true }, 'dismiss')}
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</Step>
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{hasSkatteverket && (
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<Step
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number={3}
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done={step3Done}
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active={activeStep === 3}
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title={t('step_skv_title')}
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>
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{t('dismiss')}
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</Button>
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</div>
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</CardHeader>
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<CardContent className="flex flex-col gap-4 sm:flex-row sm:items-center sm:justify-between">
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<Button asChild>
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<Link href={primaryHref}>
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<PrimaryIcon className="mr-2 h-4 w-4" />
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{t(`${state.path}_action`)}
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</Link>
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</Button>
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<div className="flex flex-wrap items-center gap-x-4 gap-y-2 text-xs text-muted-foreground">
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{hasSkatteverket && !hasSkatteverketConnected && (
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// The authorize endpoint redirects off-site to Skatteverket.
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// eslint-disable-next-line @next/next/no-html-link-for-pages
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<a href="/api/extensions/ext/skatteverket/authorize?return_to=/" className="inline-flex min-h-10 items-center hover:text-foreground">
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<FileCheck className="mr-2 h-4 w-4" />
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{t('optional_skatteverket')}
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</a>
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<p className="text-xs leading-5 text-muted-foreground">{t('step_skv_description')}</p>
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<div className="mt-3 flex flex-wrap items-center gap-3">
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<Button
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size="sm"
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variant={activeStep === 3 ? 'default' : 'outline'}
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asChild
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>
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{/* The authorize endpoint redirects off-site to Skatteverket. */}
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{/* eslint-disable-next-line @next/next/no-html-link-for-pages */}
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<a href="/api/extensions/ext/skatteverket/authorize?return_to=/">
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{t('step_skv_action')}
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</a>
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</Button>
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<LogoMark src="/logos/skatteverket_color.svg" name="Skatteverket" />
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</div>
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</Step>
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)}
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<Step
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number={hasSkatteverket ? 4 : 3}
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done={step4Done}
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active={activeStep === 4 || (!hasSkatteverket && activeStep === 3)}
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title={t('step_assistant_title')}
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badge={t('step_assistant_beta')}
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last
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>
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<p className="text-xs leading-5 text-muted-foreground">{t('step_assistant_description')}</p>
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<div className="mt-3">
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<Button
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size="sm"
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variant={activeStep >= 3 ? 'default' : 'outline'}
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onClick={() => router.push(hasAi ? '/onboarding/agent' : '/settings/billing')}
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>
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{t('step_assistant_action')}
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</Button>
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</div>
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</Step>
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</div>
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</section>
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)
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}
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/** One numbered step on the thread: dot + hairline down to the next step. */
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function Step({
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number,
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done,
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active,
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title,
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badge,
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last = false,
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children,
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}: {
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number: number
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done: boolean
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active: boolean
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title: string
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badge?: string
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last?: boolean
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children: React.ReactNode
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}) {
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return (
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<div className="relative flex gap-4 pb-6 last:pb-0">
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{!last && (
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<span
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className="absolute bottom-0 left-[13px] top-8 w-px bg-border"
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aria-hidden="true"
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/>
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)}
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<span
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className={cn(
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'relative z-10 flex h-7 w-7 shrink-0 items-center justify-center rounded-full border text-xs tabular-nums',
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done
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? 'border-success/40 text-success'
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: active
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? 'border-foreground bg-foreground text-background'
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: 'border-border text-muted-foreground',
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)}
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>
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{done ? <Check className="h-3.5 w-3.5" aria-hidden="true" /> : number}
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</span>
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<div className="min-w-0 flex-1 pt-1">
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<p className={cn('flex items-center gap-2 text-sm', active && !done && 'font-medium', done && 'text-muted-foreground')}>
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{title}
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{badge && (
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<span className="rounded-full border border-border px-2 py-0.5 text-[10px] leading-none text-muted-foreground">
|
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{badge}
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</span>
|
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)}
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{!hasAgentBuilt && (
|
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<Link href={hasAi ? '/onboarding/agent' : '/settings/billing'} className="inline-flex min-h-10 items-center hover:text-foreground">
|
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<MessageCircle className="mr-2 h-4 w-4" />
|
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{t('optional_assistant')}
|
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</Link>
|
||||
)}
|
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</div>
|
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</CardContent>
|
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</Card>
|
||||
</p>
|
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{/* A ticked step needs no pitch: the description and actions only
|
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render while the step is still open. */}
|
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{!done && <div className="mt-1">{children}</div>}
|
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</div>
|
||||
</div>
|
||||
)
|
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}
|
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|
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/** Tiny partner mark: real logo on a white chip; `mono` darkens a white
|
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* source logo in light mode and lifts it in dark (Enable Banking). */
|
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function LogoMark({ src, name, mono = false }: { src: string; name: string; mono?: boolean }) {
|
||||
return (
|
||||
<span
|
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className={cn(
|
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'flex h-6 w-6 items-center justify-center overflow-hidden rounded-md border border-border',
|
||||
!mono && 'bg-white',
|
||||
)}
|
||||
title={name}
|
||||
>
|
||||
{/* eslint-disable-next-line @next/next/no-img-element */}
|
||||
<img
|
||||
src={src}
|
||||
alt={name}
|
||||
className={cn(
|
||||
'h-4 w-4 object-contain',
|
||||
mono &&
|
||||
'opacity-90 [filter:grayscale(100%)_brightness(0.18)] dark:[filter:grayscale(100%)_brightness(1.5)]',
|
||||
)}
|
||||
/>
|
||||
</span>
|
||||
)
|
||||
}
|
||||
|
||||
+17
-19
@@ -1132,26 +1132,24 @@
|
||||
"security_note": "Your data is encrypted and stored securely in Sweden"
|
||||
},
|
||||
"initial_setup": {
|
||||
"title": "How would you like to get started?",
|
||||
"description": "Choose the path that gets you to value fastest. You can switch or do the rest later.",
|
||||
"migration_title": "Move existing books",
|
||||
"migration_description": "Import from another system or upload a SIE file.",
|
||||
"bank_title": "Connect your bank",
|
||||
"bank_description": "Fetch transactions automatically or import a bank statement.",
|
||||
"fresh_title": "Start from scratch",
|
||||
"fresh_description": "Continue to the overview without prior bookkeeping.",
|
||||
"migration_selected_title": "Move your books",
|
||||
"migration_selected_description": "Import your history first. The overview stays available while you work.",
|
||||
"migration_action": "Open import",
|
||||
"bank_selected_title": "Connect your bank",
|
||||
"bank_selected_description": "Fetch transactions so you can start reconciling and bookkeeping.",
|
||||
"bank_action": "Connect or import bank",
|
||||
"fresh_selected_title": "You are ready",
|
||||
"fresh_selected_description": "Start working directly from the overview.",
|
||||
"fresh_action": "Continue",
|
||||
"title": "{count} steps and your bookkeeping is running",
|
||||
"step_books_title": "Get your books in",
|
||||
"step_books_description": "Import from another system or upload a SIE file. New business?",
|
||||
"step_books_fresh_link": "Start from scratch",
|
||||
"step_books_fresh_suffix": "instead.",
|
||||
"step_books_action": "Move the books",
|
||||
"step_books_sie": "+ SIE",
|
||||
"step_bank_title": "Connect the bank",
|
||||
"step_bank_description": "Fetch transactions automatically, or import a bank statement.",
|
||||
"step_bank_action": "Connect the bank",
|
||||
"step_assistant_title": "Build your bookkeeping assistant",
|
||||
"step_assistant_beta": "Beta",
|
||||
"step_assistant_description": "A few questions about your business calibrate an assistant that suggests bookkeeping for you.",
|
||||
"step_assistant_action": "Get started",
|
||||
"dismiss": "Hide",
|
||||
"optional_skatteverket": "Connect Skatteverket, optional",
|
||||
"optional_assistant": "Create assistant, optional"
|
||||
"step_skv_title": "Connect Skatteverket",
|
||||
"step_skv_description": "See the tax account and file VAT and employer declarations right from here. Connects with BankID in a couple of minutes.",
|
||||
"step_skv_action": "Connect Skatteverket"
|
||||
},
|
||||
"tax_assessment_notices": {
|
||||
"title": "Final tax notices and remaining tax",
|
||||
|
||||
+17
-19
@@ -1132,26 +1132,24 @@
|
||||
"security_note": "Din data är krypterad och lagras säkert i Sverige"
|
||||
},
|
||||
"initial_setup": {
|
||||
"title": "Hur vill du komma igång?",
|
||||
"description": "Välj den väg som ger dig första nyttan snabbast. Du kan alltid byta eller göra resten senare.",
|
||||
"migration_title": "Flytta befintlig bokföring",
|
||||
"migration_description": "Importera från ett annat system eller ladda upp en SIE-fil.",
|
||||
"bank_title": "Koppla banken",
|
||||
"bank_description": "Hämta transaktioner automatiskt eller importera ett kontoutdrag.",
|
||||
"fresh_title": "Starta från början",
|
||||
"fresh_description": "Fortsätt direkt till översikten utan tidigare bokföring.",
|
||||
"migration_selected_title": "Flytta in din bokföring",
|
||||
"migration_selected_description": "Importera historiken först. Översikten är tillgänglig under tiden.",
|
||||
"migration_action": "Öppna importen",
|
||||
"bank_selected_title": "Koppla din bank",
|
||||
"bank_selected_description": "Hämta transaktionerna så att du kan börja stämma av och bokföra.",
|
||||
"bank_action": "Koppla eller importera bank",
|
||||
"fresh_selected_title": "Du är redo",
|
||||
"fresh_selected_description": "Börja arbeta direkt i översikten.",
|
||||
"fresh_action": "Fortsätt",
|
||||
"title": "{count} steg så är bokföringen igång",
|
||||
"step_books_title": "Få in din bokföring",
|
||||
"step_books_description": "Importera från ett annat system eller ladda upp en SIE-fil. Ny verksamhet?",
|
||||
"step_books_fresh_link": "Starta från början",
|
||||
"step_books_fresh_suffix": "i stället.",
|
||||
"step_books_action": "Flytta bokföringen",
|
||||
"step_books_sie": "+ SIE",
|
||||
"step_bank_title": "Koppla banken",
|
||||
"step_bank_description": "Hämta transaktioner automatiskt, eller importera ett kontoutdrag.",
|
||||
"step_bank_action": "Koppla banken",
|
||||
"step_assistant_title": "Bygg din bokföringsassistent",
|
||||
"step_assistant_beta": "Beta",
|
||||
"step_assistant_description": "Några frågor om din verksamhet kalibrerar en assistent som föreslår bokföring åt dig.",
|
||||
"step_assistant_action": "Kom igång",
|
||||
"dismiss": "Dölj",
|
||||
"optional_skatteverket": "Anslut Skatteverket, valfritt",
|
||||
"optional_assistant": "Skapa assistent, valfritt"
|
||||
"step_skv_title": "Anslut Skatteverket",
|
||||
"step_skv_description": "Se skattekontot och lämna moms- och arbetsgivardeklarationer direkt härifrån. Ansluts med BankID på ett par minuter.",
|
||||
"step_skv_action": "Anslut Skatteverket"
|
||||
},
|
||||
"tax_assessment_notices": {
|
||||
"title": "Slutskattebesked och kvarskatt",
|
||||
|
||||
Reference in New Issue
Block a user