Files
accounted/components/dashboard/WelcomeOnboarding.tsx
T
Mattsson aa405b9a74 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
2026-04-10 11:02:28 +02:00

425 lines
17 KiB
TypeScript

'use client'
import { useState, useEffect } from 'react'
import { useRouter } from 'next/navigation'
import * as Sentry from '@sentry/nextjs'
import { createClient } from '@/lib/supabase/client'
import { createCompanyFromOnboarding } from '@/lib/company/actions'
import { computeFiscalPeriod } from '@/lib/company/compute-fiscal-period'
import { useToast } from '@/components/ui/use-toast'
import { Loader2, Building2, Plus } from 'lucide-react'
import { cn } from '@/lib/utils'
import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
import type { CompanyLookupResult, EnrichmentCompanyRole } from '@/lib/company-lookup/types'
import type { CompanySettings, EntityType, MomsPeriod } from '@/types'
import Step1EntityType from '@/components/onboarding/Step1EntityType'
import Step2CompanyDetails from '@/components/onboarding/Step2CompanyDetails'
import Step3TaxRegistration from '@/components/onboarding/Step3TaxRegistration'
import Step4VatAccounting from '@/components/onboarding/Step4VatAccounting'
const STEP_INFO = [
{ title: 'Företagsform', subtitle: 'Välj din företagsform för att komma igång.' },
{ title: 'Uppgifter', subtitle: 'Uppgifterna visas på fakturor och dokument.' },
{ title: 'F-skatt & räkenskapsår', subtitle: 'Ange din skatteregistrering och räkenskapsår.' },
{ title: 'Moms & bokföring', subtitle: 'Momsregistrering och bokföringsmetod.' },
]
/** Map TIC legalEntityType to gnubok EntityType */
function mapEntityType(ticType: string): EntityType | null {
const lower = ticType.toLowerCase()
if (lower === 'ab' || lower.includes('aktiebolag')) return 'aktiebolag'
if (lower === 'ef' || lower.includes('enskild firma') || lower.includes('enskild')) return 'enskild_firma'
return null
}
function translatePeriodError(msg: string): string {
if (msg.includes('end must be after')) return 'Slutdatumet måste vara efter startdatumet.'
if (msg.includes('start must be the 1st')) return 'Startdatumet måste vara den 1:a i en månad.'
if (msg.includes('end must be the last day')) return 'Slutdatumet måste vara sista dagen i en månad.'
if (msg.includes('exceeds maximum 18 months')) return 'Räkenskapsåret får inte överstiga 18 månader (BFL 3 kap.).'
return 'Ogiltigt räkenskapsår. Kontrollera datumen och försök igen.'
}
const LOG = '[welcome-onboarding]'
function logError(message: string, extra?: Record<string, unknown>) {
console.error(LOG, message, extra ?? '')
fetch('/api/log', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ message: `welcome-onboarding: ${message}`, extra }),
}).catch(() => {})
Sentry.captureMessage(`welcome-onboarding: ${message}`, {
level: 'error',
extra: { ...extra, component: 'welcome-onboarding' },
})
}
interface WelcomeOnboardingProps {
firstName?: string | null
teamId: string
skipWelcome?: boolean
hasExistingCompanies?: boolean
}
export default function WelcomeOnboarding({ firstName, teamId, skipWelcome, hasExistingCompanies }: WelcomeOnboardingProps) {
const router = useRouter()
const { toast } = useToast()
const supabase = createClient()
const [started, setStarted] = useState(skipWelcome ?? false)
const [isLoading, setIsLoading] = useState(true)
const [isSaving, setIsSaving] = useState(false)
const [currentStep, setCurrentStep] = useState(1)
const [settings, setSettings] = useState<Partial<CompanySettings>>({})
const ticEnabled = ENABLED_EXTENSION_IDS.has('tic')
const [ticLookup, setTicLookup] = useState<CompanyLookupResult | null>(null)
const [enrichmentCompanies, setEnrichmentCompanies] = useState<EnrichmentCompanyRole[]>([])
const [orgNumberLocked, setOrgNumberLocked] = useState(false)
const totalSteps = 4
const hour = new Date().getHours()
const greeting = hour < 5 ? 'God natt' : hour < 10 ? 'Godmorgon' : hour < 14 ? 'Hej' : hour < 18 ? 'God eftermiddag' : 'God kväll'
// Load BankID enrichment data on mount
useEffect(() => {
async function loadEnrichment() {
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
router.push('/login')
return
}
try {
const { data: enrichmentRow } = await supabase
.from('extension_data')
.select('id, value')
.eq('user_id', user.id)
.eq('extension_id', 'tic')
.eq('key', 'bankid_enrichment')
.maybeSingle()
if (enrichmentRow?.value) {
const enrichment = enrichmentRow.value as { spar?: Record<string, string>; companyRoles?: EnrichmentCompanyRole[] }
const activeCompanies = (enrichment.companyRoles ?? []).filter(
(c: EnrichmentCompanyRole) => c.companyStatus === 'Aktivt' && c.positionEnd === null
)
if (activeCompanies.length > 0) {
setEnrichmentCompanies(activeCompanies)
}
if (enrichment.spar) {
const spar = enrichment.spar
setSettings((prev) => ({
...prev,
address_line1: spar.Folkbokforingsadress_SvenskAdress_Utdelningsadress1 || prev.address_line1,
postal_code: spar.Folkbokforingsadress_SvenskAdress_PostNr || prev.postal_code,
city: spar.Folkbokforingsadress_SvenskAdress_Postort || prev.city,
}))
}
// Delete enrichment data (one-time use)
await supabase
.from('extension_data')
.delete()
.eq('id', enrichmentRow.id)
}
} catch (err) {
console.warn(LOG, 'enrichment loading failed (non-blocking)', err)
}
setIsLoading(false)
}
loadEnrichment()
}, [supabase, router])
const handleNext = async (stepData: Partial<CompanySettings>) => {
if (currentStep === 1 && stepData.entity_type && stepData.entity_type !== settings.entity_type) {
stepData = { ...stepData, org_number: '', company_name: '' }
setTicLookup(null)
}
const mergedSettings = { ...settings, ...stepData }
// Validate fiscal period at step 3 before advancing
if (currentStep === 3) {
const periodResult = computeFiscalPeriod(mergedSettings)
if (periodResult.error) {
toast({
title: 'Ogiltigt räkenskapsår',
description: translatePeriodError(periodResult.error),
variant: 'destructive',
})
return
}
}
// Steps 1-3: collect data client-side only, advance step
if (currentStep < totalSteps) {
setSettings(mergedSettings)
setCurrentStep(currentStep + 1)
return
}
// Step 4 (final): create everything via server action.
// Going through a server action ensures that if the Next.js server is
// unreachable, nothing touches Supabase — no ghost companies.
const periodResult = computeFiscalPeriod(mergedSettings)
if (periodResult.error) {
toast({
title: 'Ogiltigt räkenskapsår',
description: translatePeriodError(periodResult.error),
variant: 'destructive',
})
return
}
setIsSaving(true)
try {
const result = await createCompanyFromOnboarding({
teamId,
settings: mergedSettings as Record<string, unknown>,
fiscalPeriod: {
startDate: periodResult.startStr,
endDate: periodResult.endStr,
name: periodResult.periodName,
},
})
if (result.error || !result.companyId) {
logError('create company action failed', { error: result.error })
toast({
title: 'Fel',
description: result.error || 'Kunde inte skapa företag. Försök igen.',
variant: 'destructive',
})
return
}
console.log(LOG, 'onboarding completed', result.companyId)
toast({
title: 'Välkommen!',
description: 'Ditt företag är nu redo.',
})
router.push('/')
} catch (err) {
const message = err instanceof Error ? err.message : String(err)
logError('create company action threw', { error: message })
Sentry.captureException(err)
toast({ title: 'Fel', description: 'Ett oväntat fel uppstod. Försök igen.', variant: 'destructive' })
} finally {
setIsSaving(false)
}
}
const handleBack = () => {
if (currentStep > 1) {
setCurrentStep(currentStep - 1)
}
}
/** Handle selecting a company from BankID enrichment */
const handleEnrichmentSelect = (company: EnrichmentCompanyRole) => {
const entityType = mapEntityType(company.legalEntityType)
if (!entityType) return
setSettings((prev) => ({
...prev,
entity_type: entityType,
org_number: company.companyRegistrationNumber,
company_name: company.legalName,
}))
setOrgNumberLocked(true)
setEnrichmentCompanies([])
}
if (isLoading) {
return (
<div className="flex items-center justify-center py-20">
<Loader2 className="h-8 w-8 animate-spin text-muted-foreground" />
</div>
)
}
const stepInfo = STEP_INFO[currentStep - 1]
// Welcome screen — show before user clicks "Lägg till ditt första företag"
if (!started) {
return (
<div className="flex flex-col items-start justify-center min-h-[60vh] animate-fade-in">
<p className="text-muted-foreground/50 text-sm mb-2">{greeting}</p>
<h1 className="font-display text-4xl md:text-5xl font-medium tracking-tight leading-[1.05] mb-10">
Välkommen till Gnubok
</h1>
<button
onClick={() => setStarted(true)}
className="px-5 py-2.5 rounded-lg bg-foreground text-background text-sm font-medium hover:bg-foreground/85 transition-colors duration-150 active:scale-[0.98]"
>
{hasExistingCompanies ? 'Lägg till ett företag' : 'Lägg till ditt första företag'}
</button>
</div>
)
}
return (
<div className="stagger-enter">
{/* Greeting header */}
<header className="mb-10">
<h1 className="font-display text-2xl md:text-3xl font-medium tracking-tight">
{greeting}{firstName ? `, ${firstName}` : ''}
</h1>
<p className="text-muted-foreground text-sm mt-1.5">
{hasExistingCompanies ? 'Lägg till ett företag.' : 'Lägg till ditt första företag för att komma igång.'}
</p>
</header>
{/* Onboarding card */}
<div className="max-w-lg">
<div className="rounded-xl border bg-card overflow-hidden" style={{ boxShadow: 'var(--shadow-md)' }}>
{/* Card header with step info */}
<div className="bg-[#141414] text-white px-6 py-5 relative overflow-hidden">
<div className="absolute inset-0 pointer-events-none" aria-hidden>
<div
className="absolute inset-0"
style={{
background: 'radial-gradient(ellipse at 30% -20%, rgba(255,255,255,0.04) 0%, transparent 50%)',
}}
/>
</div>
<div className="relative z-10">
<div className="flex items-center justify-between mb-3">
<div className="flex items-center gap-2">
<Building2 className="h-4 w-4 text-white/60" />
<span className="text-xs text-white/40 tracking-wide uppercase">Nytt företag</span>
</div>
<div className="flex items-center gap-1.5">
{STEP_INFO.map((_, i) => {
const num = i + 1
return (
<div
key={i}
className={cn(
'h-[3px] rounded-full transition-all duration-500',
num === currentStep && 'w-6 bg-white',
num < currentStep && 'w-3 bg-white/50',
num > currentStep && 'w-3 bg-white/[0.1]',
)}
/>
)
})}
<span className="text-[10px] text-white/30 ml-1.5">
{currentStep}/{totalSteps}
</span>
</div>
</div>
<h2 className="font-display text-lg font-medium tracking-tight leading-tight">
{stepInfo.title}
</h2>
<p className="text-white/40 mt-1 text-sm">
{stepInfo.subtitle}
</p>
</div>
</div>
{/* Form content */}
<div className="px-6 py-6">
<div key={`step-${currentStep}`} className="animate-slide-up">
{currentStep === 1 && enrichmentCompanies.length > 0 && (
<div className="mb-6 space-y-3">
<p className="text-sm font-medium">Vi hittade dessa företag kopplade till ditt BankID:</p>
{enrichmentCompanies.map((company) => {
const entityType = mapEntityType(company.legalEntityType)
return (
<button
key={company.companyRegistrationNumber}
onClick={() => handleEnrichmentSelect(company)}
className="w-full rounded-lg border bg-card p-4 text-left transition-colors hover:border-primary/50 hover:bg-primary/[0.02]"
>
<p className="font-medium text-sm">{company.legalName}</p>
<p className="text-xs text-muted-foreground mt-0.5">
{company.companyRegistrationNumber} · {entityType === 'aktiebolag' ? 'Aktiebolag' : entityType === 'enskild_firma' ? 'Enskild firma' : company.legalEntityType}
</p>
</button>
)
})}
<div className="relative py-2">
<div className="absolute inset-0 flex items-center">
<div className="w-full border-t" />
</div>
<div className="relative flex justify-center text-xs uppercase">
<span className="bg-card px-2 text-muted-foreground">eller välj företagsform manuellt</span>
</div>
</div>
</div>
)}
{currentStep === 1 && (
<Step1EntityType
initialData={{ entity_type: settings.entity_type as EntityType }}
onNext={(data) => handleNext(data)}
isSaving={isSaving}
/>
)}
{currentStep === 2 && (
<Step2CompanyDetails
key={settings.entity_type}
initialData={{
company_name: settings.company_name ?? undefined,
org_number: settings.org_number ?? undefined,
address_line1: settings.address_line1 ?? undefined,
postal_code: settings.postal_code ?? undefined,
city: settings.city ?? undefined,
}}
entityType={settings.entity_type as EntityType}
ticEnabled={ticEnabled}
onTicLookup={setTicLookup}
onNext={(data) => handleNext(data)}
onBack={handleBack}
isSaving={isSaving}
orgNumberLocked={orgNumberLocked}
/>
)}
{currentStep === 3 && (
<Step3TaxRegistration
initialData={{
f_skatt: settings.f_skatt ?? (ticLookup ? ticLookup.registration.fTax : undefined),
fiscal_year_start_month: settings.fiscal_year_start_month ?? undefined,
}}
entityType={settings.entity_type as EntityType}
onNext={(data) => handleNext(data)}
onBack={handleBack}
isSaving={isSaving}
/>
)}
{currentStep === 4 && (
<Step4VatAccounting
initialData={{
vat_registered: settings.vat_registered ?? (ticLookup ? ticLookup.registration.vat : undefined),
vat_number: settings.vat_number ?? undefined,
moms_period: (settings.moms_period as MomsPeriod | null) ?? undefined,
accounting_method: (settings.accounting_method as 'accrual' | 'cash') ?? undefined,
}}
entityType={settings.entity_type as EntityType}
orgNumber={settings.org_number ?? undefined}
onNext={(data) => handleNext(data)}
onBack={handleBack}
isSaving={isSaving}
/>
)}
</div>
</div>
</div>
</div>
</div>
)
}