Fix/company creation bug (#212)
* feat: enhance JournalEntryForm with currency selection and exchange rate fetching - Added currency selection to JournalEntryForm, allowing users to choose from multiple currencies (SEK, EUR, USD, GBP, NOK, DKK). - Implemented fetching of exchange rates from Riksbanken API based on selected currency and entry date. - Updated calculations for foreign amounts and SEK equivalents based on user input and fetched exchange rates. - Improved form handling to reset currency-related fields when switching back to SEK. feat: refactor WelcomeOnboarding to streamline company creation process - Replaced direct company switching with a new server action to create a company from onboarding data. - Added validation for fiscal period during onboarding steps, allowing for mid-month starts for the first fiscal period. - Enhanced error handling and rollback mechanisms to ensure data integrity during company creation. fix: update Step3TaxRegistration to allow flexible first-year start dates - Modified date selection to include day, month, and year for the first-year start date. - Updated validation messages to reflect changes in fiscal year start date handling. test: expand validate-period-duration tests for fiscal period validation - Added tests to validate that mid-month starts are allowed for the first fiscal period. - Ensured that subsequent periods must start on the 1st of the month and enforced maximum duration constraints. feat: implement currency rate API endpoint - Created a new API route to fetch exchange rates for specified currencies, ensuring user authentication. - Validated currency input and handled errors for invalid requests. chore: update database constraints for fiscal periods - Modified database constraints to allow custom start dates for the first fiscal period while enforcing day-1 starts for subsequent periods. * fix: implement computeFiscalPeriod function for onboarding and refactor JournalEntryForm * Fixed date issue * Added migration
This commit is contained in:
Mattsson
@@ -4,11 +4,11 @@ import { useState, useEffect } from 'react'
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import { useRouter } from 'next/navigation'
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import * as Sentry from '@sentry/nextjs'
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import { createClient } from '@/lib/supabase/client'
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import { switchCompany } from '@/lib/company/actions'
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import { createCompanyFromOnboarding } from '@/lib/company/actions'
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import { computeFiscalPeriod } from '@/lib/company/compute-fiscal-period'
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import { useToast } from '@/components/ui/use-toast'
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import { Loader2, Building2, Plus } from 'lucide-react'
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import { cn } from '@/lib/utils'
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import { validatePeriodDuration } from '@/lib/bookkeeping/validate-period-duration'
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import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
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import type { CompanyLookupResult, EnrichmentCompanyRole } from '@/lib/company-lookup/types'
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import type { CompanySettings, EntityType, MomsPeriod } from '@/types'
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@@ -73,7 +73,6 @@ export default function WelcomeOnboarding({ firstName, teamId, skipWelcome, hasE
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const [isSaving, setIsSaving] = useState(false)
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const [currentStep, setCurrentStep] = useState(1)
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const [settings, setSettings] = useState<Partial<CompanySettings>>({})
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const [companyId, setCompanyId] = useState<string | null>(null)
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const ticEnabled = ENABLED_EXTENSION_IDS.has('tic')
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const [ticLookup, setTicLookup] = useState<CompanyLookupResult | null>(null)
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const [enrichmentCompanies, setEnrichmentCompanies] = useState<EnrichmentCompanyRole[]>([])
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@@ -138,291 +137,82 @@ export default function WelcomeOnboarding({ firstName, teamId, skipWelcome, hasE
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loadEnrichment()
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}, [supabase, router])
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const saveSettings = async (updates: Partial<CompanySettings>, nextStep?: number) => {
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const targetStep = nextStep ?? currentStep
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setIsSaving(true)
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try {
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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router.push('/login')
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return false
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}
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const updatedSettings = {
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...settings,
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...updates,
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onboarding_step: targetStep,
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}
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if (!companyId) {
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logError('save aborted: no companyId', { step: targetStep })
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return false
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}
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const {
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id: _id, user_id: _uid, company_id: _cid, created_at: _ca, updated_at: _ua,
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is_first_fiscal_year: _ify, first_year_start: _fys, first_year_end: _fye,
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...settingsToSave
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} = updatedSettings as Record<string, unknown>
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const { error } = await supabase
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.from('company_settings')
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.upsert({ ...settingsToSave, company_id: companyId }, { onConflict: 'company_id' })
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if (error) {
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logError('save failed', { message: error.message, step: targetStep, code: error.code })
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toast({ title: 'Fel', description: error.message || 'Kunde inte spara. Försök igen.', variant: 'destructive' })
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return false
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}
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setSettings(updatedSettings)
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return true
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} catch (err) {
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const message = err instanceof Error ? err.message : String(err)
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logError('saveSettings threw', { message, step: targetStep })
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Sentry.captureException(err)
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toast({ title: 'Fel', description: 'Ett oväntat fel uppstod. Försök igen.', variant: 'destructive' })
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return false
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} finally {
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setIsSaving(false)
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}
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}
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const handleNext = async (stepData: Partial<CompanySettings>) => {
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if (currentStep === 1 && stepData.entity_type && stepData.entity_type !== settings.entity_type) {
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stepData = { ...stepData, org_number: '', company_name: '' }
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setTicLookup(null)
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}
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let activeCompanyId = companyId
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const mergedSettings = { ...settings, ...stepData }
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if (currentStep === 1 && !activeCompanyId) {
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try {
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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router.push('/login')
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return
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}
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const { data: newCompanyId, error: rpcError } = await supabase.rpc('create_company_with_owner', {
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p_name: 'Mitt företag',
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p_entity_type: stepData.entity_type,
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p_team_id: teamId,
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})
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if (rpcError || !newCompanyId) {
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logError('company creation failed', { message: rpcError?.message, code: rpcError?.code })
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toast({ title: 'Fel', description: 'Kunde inte skapa företag. Försök igen.', variant: 'destructive' })
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return
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}
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activeCompanyId = newCompanyId
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setCompanyId(activeCompanyId)
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console.log(LOG, 'created company', activeCompanyId)
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} catch (err) {
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logError('company creation threw', { error: String(err) })
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Sentry.captureException(err)
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toast({ title: 'Fel', description: 'Kunde inte skapa företag. Försök igen.', variant: 'destructive' })
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return
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}
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}
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if (!activeCompanyId) {
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logError('handleNext aborted: no companyId', { step: currentStep })
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return
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}
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const nextStep = currentStep + 1
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const needsDirectSave = currentStep === 1 && !companyId
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const success = needsDirectSave
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? await (async () => {
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setIsSaving(true)
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try {
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const updatedSettings = { ...settings, ...stepData, onboarding_step: nextStep }
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const {
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id: _id, user_id: _uid, company_id: _cid, created_at: _ca, updated_at: _ua,
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is_first_fiscal_year: _ify, first_year_start: _fys, first_year_end: _fye,
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...settingsToSave
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} = updatedSettings as Record<string, unknown>
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const { error } = await supabase
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.from('company_settings')
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.upsert({ ...settingsToSave, company_id: activeCompanyId }, { onConflict: 'company_id' })
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if (error) {
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logError('save failed', { message: error.message, step: nextStep, code: error.code })
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toast({ title: 'Fel', description: error.message || 'Kunde inte spara. Försök igen.', variant: 'destructive' })
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return false
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}
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setSettings(updatedSettings)
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return true
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} catch (err) {
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logError('saveSettings threw', { message: String(err), step: nextStep })
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Sentry.captureException(err)
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return false
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} finally {
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setIsSaving(false)
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}
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})()
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: await saveSettings(stepData, nextStep)
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if (!success) {
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logError('handleNext aborted: saveSettings failed', { step: currentStep })
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return
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}
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// After step 2: sync company name to companies table
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if (currentStep === 2 && stepData.company_name && activeCompanyId) {
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const { error: nameError } = await supabase
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.from('companies')
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.update({ name: stepData.company_name })
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.eq('id', activeCompanyId)
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if (nameError) {
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logError('failed to sync company name', { message: nameError.message })
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}
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}
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// After step 1: seed chart of accounts
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if (currentStep === 1 && stepData.entity_type) {
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try {
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const { error: rpcError } = await supabase.rpc('seed_chart_of_accounts', {
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p_company_id: activeCompanyId,
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p_entity_type: stepData.entity_type,
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})
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if (rpcError) {
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logError('COA seeding failed', { entity_type: stepData.entity_type, message: rpcError.message })
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}
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} catch (err) {
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logError('COA seeding threw', { error: String(err) })
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Sentry.captureException(err)
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}
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}
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// After step 3: create fiscal period
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if (currentStep === 3 && activeCompanyId) {
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try {
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const isFirstYear = stepData.is_first_fiscal_year as boolean | undefined
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const firstYearStart = stepData.first_year_start as string | undefined
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const firstYearEnd = stepData.first_year_end as string | undefined
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let startStr: string
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let endStr: string
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let periodName: string
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if (isFirstYear && firstYearStart && firstYearEnd) {
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startStr = firstYearStart
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endStr = firstYearEnd
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const startYear = new Date(firstYearStart).getFullYear()
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const endYear = new Date(firstYearEnd).getFullYear()
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periodName = startYear === endYear
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? `Första räkenskapsåret ${startYear}`
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: `Första räkenskapsåret ${startYear}/${endYear}`
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} else {
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let startMonth = stepData.fiscal_year_start_month || settings.fiscal_year_start_month || 1
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if (settings.entity_type === 'enskild_firma') startMonth = 1
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const currentYear = new Date().getFullYear()
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startStr = `${currentYear}-${String(startMonth).padStart(2, '0')}-01`
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let endYear: number
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let endMonth: number
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if (startMonth === 1) {
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endYear = currentYear
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endMonth = 12
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} else {
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endYear = currentYear + 1
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endMonth = startMonth - 1
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}
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const lastDay = new Date(endYear, endMonth, 0).getDate()
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endStr = `${endYear}-${String(endMonth).padStart(2, '0')}-${String(lastDay).padStart(2, '0')}`
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periodName = startMonth === 1
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? `Räkenskapsår ${currentYear}`
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: `Räkenskapsår ${currentYear}/${currentYear + 1}`
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}
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const validationError = validatePeriodDuration(startStr, endStr)
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if (validationError) {
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logError('fiscal period validation failed', { validationError, startStr, endStr })
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toast({
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title: 'Ogiltigt räkenskapsår',
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description: translatePeriodError(validationError),
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variant: 'destructive',
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})
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setCurrentStep(3)
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return
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}
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// Clean up empty fiscal periods
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const { data: existingPeriods } = await supabase
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.from('fiscal_periods')
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.select('id')
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.eq('company_id', activeCompanyId)
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if (existingPeriods && existingPeriods.length > 0) {
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for (const ep of existingPeriods) {
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const { count } = await supabase
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.from('journal_entries')
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.select('id', { count: 'exact', head: true })
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.eq('fiscal_period_id', ep.id)
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if (count === 0) {
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await supabase.from('fiscal_periods').delete().eq('id', ep.id)
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}
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}
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}
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const { error: upsertError } = await supabase.from('fiscal_periods').upsert({
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company_id: activeCompanyId,
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name: periodName,
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period_start: startStr,
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period_end: endStr,
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}, { onConflict: 'company_id,period_start,period_end' })
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if (upsertError) {
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logError('fiscal period upsert failed', { message: upsertError.message, startStr, endStr })
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}
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} catch (err) {
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logError('fiscal period creation threw', { error: String(err) })
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Sentry.captureException(err)
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// Validate fiscal period at step 3 before advancing
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if (currentStep === 3) {
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const periodResult = computeFiscalPeriod(mergedSettings)
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if (periodResult.error) {
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toast({
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title: 'Kunde inte skapa räkenskapsår',
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description: 'Ett fel uppstod när räkenskapsåret skulle skapas. Försök igen.',
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title: 'Ogiltigt räkenskapsår',
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description: translatePeriodError(periodResult.error),
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variant: 'destructive',
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})
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return
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}
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}
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if (nextStep > totalSteps) {
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const finalSuccess = await saveSettings({ onboarding_complete: true }, totalSteps)
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if (!finalSuccess) {
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logError('failed to set onboarding_complete after all steps')
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// Steps 1-3: collect data client-side only, advance step
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if (currentStep < totalSteps) {
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setSettings(mergedSettings)
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setCurrentStep(currentStep + 1)
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return
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}
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// Step 4 (final): create everything via server action.
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// Going through a server action ensures that if the Next.js server is
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// unreachable, nothing touches Supabase — no ghost companies.
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const periodResult = computeFiscalPeriod(mergedSettings)
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if (periodResult.error) {
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toast({
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title: 'Ogiltigt räkenskapsår',
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description: translatePeriodError(periodResult.error),
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variant: 'destructive',
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})
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return
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}
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setIsSaving(true)
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try {
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const result = await createCompanyFromOnboarding({
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teamId,
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settings: mergedSettings as Record<string, unknown>,
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fiscalPeriod: {
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startDate: periodResult.startStr,
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endDate: periodResult.endStr,
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name: periodResult.periodName,
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},
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})
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if (result.error || !result.companyId) {
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logError('create company action failed', { error: result.error })
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toast({
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title: 'Fel',
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description: result.error || 'Kunde inte skapa företag. Försök igen.',
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variant: 'destructive',
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})
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return
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}
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// Update company name
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if (settings.company_name || stepData.company_name) {
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await supabase
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.from('companies')
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.update({ name: settings.company_name || stepData.company_name })
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.eq('id', activeCompanyId)
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}
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// Switch to the new company
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await switchCompany(activeCompanyId)
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console.log(LOG, 'onboarding completed')
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console.log(LOG, 'onboarding completed', result.companyId)
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toast({
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title: 'Välkommen!',
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description: 'Ditt företag är nu redo.',
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})
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router.push('/')
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} else {
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setCurrentStep(nextStep)
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} catch (err) {
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const message = err instanceof Error ? err.message : String(err)
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logError('create company action threw', { error: message })
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Sentry.captureException(err)
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toast({ title: 'Fel', description: 'Ett oväntat fel uppstod. Försök igen.', variant: 'destructive' })
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} finally {
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setIsSaving(false)
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}
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}
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Reference in New Issue
Block a user