Commit Graph
6 Commits
Author SHA1 Message Date
MattssonandClaude Fable 5.1 fc2d78a7c4 feat(onboarding): the orgnr step suggests companies as you type (SCB search, TIC on the pick) (#2452)
* feat(onboarding): the orgnr step suggests companies as you type, SCB search, TIC on the pick

Most people do not know their organisationsnummer. They left the
onboarding for allabolag, searched their company name there, copied the
number and pasted it back. #2421 let the field take a name, but only on
Enter and behind a screen that still said "organisationsnummer", so the
detour stayed. Now the field suggests companies while a name is typed
(name, orgnr or "Enskild firma", city; arrow keys or click to pick), the
pick fills the company like a typed orgnr, and the screen says "Vilket
företag är det?" with "Företagsnamn eller organisationsnummer" as the
placeholder.

Why the problem occurred: the one identifier the step asked for is the one
the user is least likely to remember, and the free-text path added in
#2421 was invisible (copy unchanged) and had to be guessed (Enter only),
because the only search index behind it was TIC, whose Lens budget cannot
take a call per keystroke.

What was removed or simplified: nothing is stored and no new state model:
a picked suggestion is an ORG_SUBMITTED with prefill, so the existing
LOOKUP_RESULT transitions (found, not found, disabled, error) decide the
step exactly as for a typed number. SCB's name search already existed for
the parties picker; it gained one option (sole traders) instead of a
second client. No rate limiting anywhere, per the founder.

Why this shape: SCB's företagsregister is free and already configured for
the parties picker, so search-as-you-type costs nothing while typing; TIC
runs once, on the pick, as it always did on Enter. TIC per keystroke was
rejected (3000/month). SCB alone was rejected for the pick because it
knows no F-skatt, VAT registration or fiscal year. The Enter path and the
chip row from #2421 stay as the fallback when no row is picked. Sole
traders are offered (they are half the users) but their row names the
form and never prints the personnummer, and the field shows the company
name after a pick for the same reason.

Changes:
- app/api/company/search: GET ?q= over the SCB client with sole traders
  included, top 6 rows plus a truncated flag; requireAuth() (no company
  yet), 400 for short or numeric q, 503 without SCB credentials, 502 when
  SCB does not answer.
- lib/parties/scb/client.ts: searchByName(query, { includeSoleTraders }),
  legalFormCode on every candidate; the parties picker is unchanged.
- lib/company-lookup: CompanySuggestion, COMPANY_SUGGEST_MAX,
  fetchCompanySuggestions (503 is disabled, everything else error, never
  throws), toCompanySuggestion (SCB legal form 49/10/61 into the TIC
  vocabulary mapSetupEntityType reads).
- lib/onboarding-journey/reducer.ts: SUGGESTION_PICKED (orgnr, name and
  form as prefill, lookupPending; lookupRan stays false until TIC answers).
- components/onboarding/journey: 300 ms debounced SCB search with abort of
  the superseded request, listbox under the field (combobox ARIA, arrow
  keys, Escape, Enter picks the highlighted row, otherwise the Enter path),
  copy switches with companySearchEnabled or ticEnabled; both journey
  pages pass isScbConfigured().
- messages sv+en: five strings.

Tests: route (401, 400 short, 400 missing, 400 numeric, 503, happy with a
sole trader, cap at 6, flood, 502); fetchCompanySuggestions (every
outcome); toCompanySuggestion; reducer (pick equals typed orgnr after TIC,
TIC overrides prefill, TIC off keeps the AB past form and name, unmapped
form falls to the picker, sole trader confirms the name, replaces a
previous orgnr, ignored off-step); SCB client sole-trader option.

Fixes #2448

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01YNDuYBHVu172tesKfJmcmi

* fix(onboarding): the suggestion list stays visible and stands alone (skeptic on e56eb242c)

Three independent refuters on the frozen commit; every refutation that
stood is fixed here.

- The listbox was position: absolute inside the field, but the step
  scrolls (.jny-qstep is overflow-y: auto), so the list was clipped to
  the first row and mouse picks were unreachable (measured in headless
  Chrome). It now renders in flow under the field, where the chip row
  from #2421 already lives.
- After Enter on a name (the #2421 path), SEARCH_RESULT flipped
  lookupPending back and the debounced effect refetched SCB, laying the
  listbox over the chip row or next to the nomatch note. The effect is
  now quiet while searchHits is non-empty and for text the user already
  confirmed (Enter or a pick), until the text changes.
- The "many matches, type more" hint only rendered inside the list, so
  the flood case (SCB counts over 100 rows and sends none) showed
  nothing. The hint now renders on its own for that case.
- app/companies/new-client (byrå adds a client) renders the same journey
  and now passes companySearchEnabled like the other two pages.
- A stale mouse highlight could commit a row from the previous text on
  Enter: typing resets the highlight.
- Any 503 switched the picker off for the session; only the route's own
  SCB_NOT_CONFIGURED does now.
- NOTFOUND_EDIT / CEASED_EDIT dropped only the number and kept the
  abandoned pick's name and form, which a later TIC error path would
  have written into the company. Both now drop name and form too, unless
  they came from BankID's CompanyRoles prefill, which is not about the
  number.

Not changed, recorded: a sole trader picked from SCB whom TIC does not
know lands on the "no company on that number" step with the name in the
field; the flow continues with the SCB name prefilled. The search JSON
carries the personnummer of sole-trader rows to the authenticated
browser (the row prints "Enskild firma"), same class as #2421's Enter
search; flagged to the founder.

Refs #2448

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01YNDuYBHVu172tesKfJmcmi

---------

Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-09 11:43:14 +02:00
0938646693 feat(onboarding): the branch question becomes its own journey step (#1615)
Founder feedback from a real signup: the done screen stacked the welcome,
the 8-row company profile card AND the branch question, pushing the
question below the fold, and the tiny favicons-in-ellipses provider chips
looked bad.

The done screen now ends in a revealed Fortsatt action; a new 'source'
step at the existing KLART station (same station grammar as momsyn/moms
under MOMSEN) shows only "Var fanns bokforingen innan?" with redesigned
provider tiles: a 2-column grid of generously sized choices, each with
the real logo on a small white bordered mark (the LogoMark grammar from
NewUserChecklist), SIE-fil and new-business as equal-weight text tiles,
flat hover, no lift. Everything fits one viewport.

Behavior preserved exactly: mode='first' only (reducer-guarded
DONE_CONTINUE), the single-choice latch, fire-and-forget keepalive PATCH
/api/onboarding/state, captureBranch analytics, branchDestination
routing, and the quiet skip escape.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-14 12:25:23 +02:00
c7dd78b0a3 feat(onboarding): branch question on the journey done screen (#1468)
* feat(onboarding): branch question on the journey done screen

Second slice of the approved activation concept: the moment the company
exists, the done screen asks "Var fanns bokföringen innan?" with
provider chips (real logos), SIE file, and new-business options, plus a
quiet look-around escape. Choices persist initial_setup_path
(fire-and-forget) and deep-link into the existing flows: providers jump
straight to the migration wizard's connect step (sieViaApi providers
only; Visma/Bokio land on the provider list where the SIE-first gate
lives), the SIE chip opens the upload step, new business lands on Hem
with step one checked off.

mode='add' keeps the plain "Öppna Accounted" button: the concept's own
guard, and it avoids writing the path onto the previous company if
setActiveCompany silently failed. Routing lives in a pure helper with
tests; anonymous onboarding_branch_chosen funnel event follows the
guarded capture pattern.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(onboarding): review triage: single-choice latch, preselect reset

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix: restore package-lock.json to main (worktree npm install mutated it)

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>
2026-08-08 15:27:17 +02:00
Jakob WennbergandClaude Fable 5 213d611e54 feat(onboarding): journey PR D — wizard removal, /companies/new mode='add', searchable BankID picker (#1150)
* feat(onboarding): journey PR D — wizard removal, /companies/new mode='add', searchable BankID picker

Closes the onboarding migration (plan PR D). The journey is now the only
onboarding; the flag conditional is gone.

- /companies/new: server page rendering OnboardingJourney mode='add'
  (quiet escape link back to the app). Improvement over the old page: the
  add-company path now persists the TIC lookup snapshot too.
- Delete WelcomeOnboarding + Step1-4 + the three dead variants
  (Step2SectorSelection, Step3ExtensionSuggestions, Step4PreliminaryTax).
  onboarding-illustrations stays (backdrop uses it).
- BankIdCompanyPicker restyled to the journey's searchable list (founder
  decision: list at ANY count): filter with single-match Enter, roster
  rows with name/form/roll/orgnr, member companies under their own
  section opening directly. Contract unchanged: picks still route to
  /onboarding?org_number= and this page still makes zero TIC calls.
- i18n: prune 108 wizard-only onboarding keys and the whole companies_new
  namespace (no consumers left); add journey_cancel_add + three picker
  keys. sv and en in lockstep.

Verified: full vitest suite 9339 passed, eslint 0 errors, guards pass,
production build compiles with /onboarding, /companies/new and
/select-company routes.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* chore(onboarding): address PR review — drop unused hasExistingCompanies plumbing, prune stale select_company keys

Restores error_no_access/error_switch_failed (used via ternary inside
t(), which the pruner's regex missed); full pruned-key set re-verified
as bare strings against the whole codebase.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-24 16:03:18 +02:00
Jakob WennbergandClaude Fable 5 51ca574ca4 feat(onboarding): journey PR C — flow component + /onboarding swap behind flag (#1143)
* refactor(onboarding): extract first-year defaults + shared TIC lookup client (journey PR A)

First of four PRs replacing the onboarding wizard with the journey flow
(dev_docs/onboarding_migration_plan.md, local). No UI change.

- Move deriveFirstYearDefaults + parseStartMonthDay out of
  WelcomeOnboarding into lib/company/first-year-defaults.ts and unit-test
  them (11-vs-13-months boundary, UTC month seeding, malformed input).
- Add the missing computeFiscalPeriod unit tests (calendar year, brutet
  ar, first year short/extended, EF calendar-year rule, period names,
  BFL 3 kap. 6-18 month window errors).
- New shared fetchCompanyLookup() client: the single client path to the
  Lens-backed /lookup, typed outcomes (found / not_found / disabled /
  error / aborted), never throws. Fixes the 403/404 conflation: the
  dispatcher's 404 ("Extension not found") and feature-flag 503
  (EXTENSION_DISABLED) now degrade silently instead of rendering as
  "company not found"; only the TIC handler's own 404 does.
- Step2CompanyDetails consumes the helper; identical UX otherwise.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(onboarding): journey state machine reducer with full branch coverage (journey PR B, 1/3)

Pure reducer for the journey onboarding: owns every transition and every
CompanySettings write; the component layer only renders steps, runs the
single TIC lookup, and calls the server action.

Encodes the plan's invariants: entry-snapshot history (Back rolls answers
AND stations), lookupRan gates fact-vs-question per field (BankID prefill
without lookup degrades to questions), vat_registered is never defaulted
without lookup data or an explicit answer, entity change wipes downstream,
org_number_invalid bounces to the Företaget station, station jumps rewind
to a station's first step.

34 unit tests: AB/EF found, not-found manual, ceased, BankID prefill
(found + degraded + disabled), first year, brutet år, moms nej, Back from
every step, station jumps, server-error bounces.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(onboarding): journey visual primitives + sandbox gallery (journey PR B, 2/3)

Ports the founder-approved concept (artifact c82c9358) to React:

- JourneyOrb: 320-particle canvas sphere with comet travel, check morph
  and the monogram finale (glyph sampled live from --font-display). Own
  component per plan, NOT thinking-orbs. rAF pauses on document.hidden;
  reduced motion renders static frames.
- JourneyTrack: five stations with inked answers; completed stations are
  keyboard-accessible jump-back buttons; answers mirrored to an aria-live
  region.
- Question primitives: Question (ink title + "?" popover, Esc closes),
  ChipRow (fly-to-orb ghost), YearBand (springy fiscal-year preview),
  JourneyDatePicker (year -> month by name -> day), AddressFields
  (Enter-chained, skippable).
- journey.css: concept stylesheet namespaced under .jny on app tokens,
  incl. the no-scroll composition (100dvh + optical-centering balance
  spacer) and the dawn layer.
- /sandbox/journey: internal primitive gallery (auth-free sandbox path),
  demo data only: this page makes ZERO TIC calls.

i18n note: primitives are copy-agnostic (strings via props); the real
flow's sv/en keys land with their consumer in PR C.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* docs: log journey reducer location decision

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(onboarding): annotate ENTITY_PICKED settings as Partial<CompanySettings>

The wipeDownstream return narrows against the inferred initializer type;
tsc strict rejects the reassignment without the explicit annotation.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(onboarding): journey flow component behind NEXT_PUBLIC_ONBOARDING_JOURNEY (journey PR C)

OnboardingJourney wires the PR B reducer and primitives into the real
flow and swaps /onboarding behind the flag (wizard remains the default).

Data + error handling parity with the wizard, structurally enforced:
- identical settings payload to createCompanyFromOnboarding (incl.
  ticLookup snapshot, derived vat_number, first-year fields through
  computeFiscalPeriod), same /api/log error logging, same
  org_number_invalid bounce (now to the Foretaget station), period
  validation before submit, generic failure -> retry on the method step.
- lookup degradation: disabled surface silent, transient error shows the
  advisory line; either way every fact the lookup could not provide is
  asked as a question (address, F-skatt, fiscal year, VAT).
- advisory dup check rides the org submit (internal endpoint, never
  blocks), rendered as a quiet fact-line note.

TIC budget: exactly ONE fetchCompanyLookup per confirmed orgnr: Enter on
the manual path, or the auto-submitted BankID deep link (which replaces
the wizard's preverified suppression per the plan addendum). No
debounce-per-keystroke; the journey strictly reduces Lens volume.

Finale per the approved concept: narrated real server steps while the
action runs, check morph, company-initial monogram, Foretagsprofil card,
conditional notes, dawn progression; sv+en strings (128 keys each).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* chore: trigger preview with NEXT_PUBLIC_ONBOARDING_JOURNEY=true (branch-scoped)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-24 13:33:39 +02:00
Jakob WennbergandClaude Fable 5 b771c1f923 feat(onboarding): journey PR B — reducer, orb, track, question primitives (behind /sandbox demo) (#1145)
* refactor(onboarding): extract first-year defaults + shared TIC lookup client (journey PR A)

First of four PRs replacing the onboarding wizard with the journey flow
(dev_docs/onboarding_migration_plan.md, local). No UI change.

- Move deriveFirstYearDefaults + parseStartMonthDay out of
  WelcomeOnboarding into lib/company/first-year-defaults.ts and unit-test
  them (11-vs-13-months boundary, UTC month seeding, malformed input).
- Add the missing computeFiscalPeriod unit tests (calendar year, brutet
  ar, first year short/extended, EF calendar-year rule, period names,
  BFL 3 kap. 6-18 month window errors).
- New shared fetchCompanyLookup() client: the single client path to the
  Lens-backed /lookup, typed outcomes (found / not_found / disabled /
  error / aborted), never throws. Fixes the 403/404 conflation: the
  dispatcher's 404 ("Extension not found") and feature-flag 503
  (EXTENSION_DISABLED) now degrade silently instead of rendering as
  "company not found"; only the TIC handler's own 404 does.
- Step2CompanyDetails consumes the helper; identical UX otherwise.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(onboarding): journey state machine reducer with full branch coverage (journey PR B, 1/3)

Pure reducer for the journey onboarding: owns every transition and every
CompanySettings write; the component layer only renders steps, runs the
single TIC lookup, and calls the server action.

Encodes the plan's invariants: entry-snapshot history (Back rolls answers
AND stations), lookupRan gates fact-vs-question per field (BankID prefill
without lookup degrades to questions), vat_registered is never defaulted
without lookup data or an explicit answer, entity change wipes downstream,
org_number_invalid bounces to the Företaget station, station jumps rewind
to a station's first step.

34 unit tests: AB/EF found, not-found manual, ceased, BankID prefill
(found + degraded + disabled), first year, brutet år, moms nej, Back from
every step, station jumps, server-error bounces.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(onboarding): journey visual primitives + sandbox gallery (journey PR B, 2/3)

Ports the founder-approved concept (artifact c82c9358) to React:

- JourneyOrb: 320-particle canvas sphere with comet travel, check morph
  and the monogram finale (glyph sampled live from --font-display). Own
  component per plan, NOT thinking-orbs. rAF pauses on document.hidden;
  reduced motion renders static frames.
- JourneyTrack: five stations with inked answers; completed stations are
  keyboard-accessible jump-back buttons; answers mirrored to an aria-live
  region.
- Question primitives: Question (ink title + "?" popover, Esc closes),
  ChipRow (fly-to-orb ghost), YearBand (springy fiscal-year preview),
  JourneyDatePicker (year -> month by name -> day), AddressFields
  (Enter-chained, skippable).
- journey.css: concept stylesheet namespaced under .jny on app tokens,
  incl. the no-scroll composition (100dvh + optical-centering balance
  spacer) and the dawn layer.
- /sandbox/journey: internal primitive gallery (auth-free sandbox path),
  demo data only: this page makes ZERO TIC calls.

i18n note: primitives are copy-agnostic (strings via props); the real
flow's sv/en keys land with their consumer in PR C.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* docs: log journey reducer location decision

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(onboarding): annotate ENTITY_PICKED settings as Partial<CompanySettings>

The wipeDownstream return narrows against the inferred initializer type;
tsc strict rejects the reassignment without the explicit annotation.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-24 13:32:45 +02:00