Files
accounted/components/dashboard/WelcomeOnboarding.tsx
T
Jakob WennbergandClaude Fable 5 f9ef8913ae refactor(onboarding): extract first-year defaults + shared TIC lookup client (journey PR A) (#1141)
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>
2026-07-24 13:29:56 +02:00

423 lines
17 KiB
TypeScript

'use client'
import { useState } from 'react'
import { useRouter } from 'next/navigation'
import { useTranslations } from 'next-intl'
import { createCompanyFromOnboarding } from '@/lib/company/actions'
import { computeFiscalPeriod } from '@/lib/company/compute-fiscal-period'
import { deriveFirstYearDefaults, parseStartMonthDay } from '@/lib/company/first-year-defaults'
import { useToast } from '@/components/ui/use-toast'
import { Building2 } from 'lucide-react'
import { cn } from '@/lib/utils'
import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
import { getBranding } from '@/lib/branding/service'
const branding = getBranding()
import type { CompanyLookupResult } 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'
import {
ILLUSTRATIONS,
illustrationSrc,
type IllustrationName,
} from '@/components/onboarding/onboarding-illustrations'
// One halftone instrument per step, ghosted in white ink on the dark card
// header. The tools get more computational as the steps get more fiscal:
// pencil (choose form) -> notebook (company details) -> adding machine
// (tax registration) -> calculator (VAT & method).
const STEP_ART: { name: IllustrationName; className: string }[] = [
{ name: 'pencil', className: 'w-28 -rotate-12 right-5 -bottom-6' },
{ name: 'notebook', className: 'w-28 rotate-3 right-4 -bottom-3' },
{ name: 'key-adding-machine', className: 'w-32 -rotate-3 right-2 -bottom-10' },
{ name: 'calculator', className: 'w-28 rotate-3 right-4 -bottom-8' },
]
type TFn = (key: string, values?: Record<string, string | number>) => string
function buildStepInfo(t: TFn) {
return [
{ title: t('step1_title'), subtitle: t('step1_subtitle') },
{ title: t('step2_title'), subtitle: t('step2_subtitle') },
{ title: t('step3_title'), subtitle: t('step3_subtitle') },
{ title: t('step4_title'), subtitle: t('step4_subtitle') },
]
}
function translatePeriodError(msg: string, t: TFn): string {
if (msg.includes('end must be after')) return t('period_error_end_after_start')
if (msg.includes('start must be the 1st')) return t('period_error_start_first')
if (msg.includes('end must be the last day')) return t('period_error_end_last_day')
if (msg.includes('exceeds maximum 18 months')) return t('period_error_max_18')
return t('period_error_invalid')
}
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(() => {})
}
interface WelcomeOnboardingProps {
firstName?: string | null
teamId: string
skipWelcome?: boolean
hasExistingCompanies?: boolean
/** Pre-fill Step 2 org_number when the picker routed here via ?org_number=. */
initialOrgNumber?: string
/** Mapped from a TIC `legalEntityType`. Pre-selects Step 1's radio. */
initialEntityType?: EntityType
/** Legal name from CompanyRoles. Pre-fills Step 2's company_name field. */
initialLegalName?: string
/** Set when the orgnr came from BankID CompanyRoles. Step 2 treats the
* field as pre-verified: skips the client-side Lens `/lookup` since
* CompanyRoles already confirms the company exists. Cleared the moment
* the user edits the orgnr. */
preverifiedOrgNumber?: string
}
export default function WelcomeOnboarding({
firstName,
teamId,
skipWelcome,
hasExistingCompanies,
initialOrgNumber,
initialEntityType,
initialLegalName,
preverifiedOrgNumber,
}: WelcomeOnboardingProps) {
const router = useRouter()
const { toast } = useToast()
const t = useTranslations('onboarding')
const STEP_INFO = buildStepInfo(t)
const [started, setStarted] = useState(skipWelcome ?? false)
const [isSaving, setIsSaving] = useState(false)
const [currentStep, setCurrentStep] = useState(1)
// Seed settings with what BankID CompanyRoles already told us. address /
// F-skatt / VAT come later: user types address in Step 2 and confirms
// F-skatt/VAT in Step 4. We deliberately don't pre-fetch from Lens to
// preserve the 3000/mo budget for the manual-orgnr path.
const [settings, setSettings] = useState<Partial<CompanySettings>>(() => {
const seed: Partial<CompanySettings> = {}
if (initialOrgNumber) seed.org_number = initialOrgNumber
if (initialEntityType) seed.entity_type = initialEntityType
if (initialLegalName) seed.company_name = initialLegalName
return seed
})
const ticEnabled = ENABLED_EXTENSION_IDS.has('tic')
const [ticLookup, setTicLookup] = useState<CompanyLookupResult | null>(null)
const totalSteps = 4
const hour = new Date().getHours()
const greeting = hour < 5 ? t('greeting_night') : hour < 10 ? t('greeting_morning') : hour < 14 ? t('greeting_hello') : hour < 18 ? t('greeting_afternoon') : t('greeting_evening')
const handleNext = async (stepData: Partial<CompanySettings>) => {
// Reset org_number/company_name only on a genuine change (user going back
// and picking a different entity type). First-time selection must not
// wipe a pre-fill (e.g. ?org_number= deep-link from /select-company).
if (
currentStep === 1 &&
stepData.entity_type &&
settings.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: t('toast_invalid_fiscal_year'),
description: translatePeriodError(periodResult.error, t),
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: t('toast_invalid_fiscal_year'),
description: translatePeriodError(periodResult.error, t),
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,
},
ticLookup,
})
if (result.error || !result.companyId) {
logError('create company action failed', { error: result.error })
let title = t('toast_error_title')
let description: string = result.error || t('toast_create_failed')
let backToStep2 = false
if (result.error === 'org_number_invalid') {
title = t('toast_org_invalid_title')
description = t('toast_org_invalid_description')
backToStep2 = true
}
toast({
title,
description,
variant: 'destructive',
})
// Back user up to step 2 so they can correct the org number.
if (backToStep2) {
setCurrentStep(2)
}
return
}
toast({
title: t('toast_welcome_title'),
description: t('toast_company_ready'),
})
router.push('/')
} catch (err) {
const message = err instanceof Error ? err.message : String(err)
logError('create company action threw', { error: message })
toast({ title: t('toast_unexpected_error'), variant: 'destructive' })
} finally {
setIsSaving(false)
}
}
const handleBack = () => {
if (currentStep > 1) {
setCurrentStep(currentStep - 1)
}
}
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 tracking-tight leading-[1.05] mb-10">
{t('welcome_title', { appName: branding.appName })}
</h1>
<button
onClick={() => setStarted(true)}
className="px-4 py-2 rounded-lg bg-foreground text-background text-sm font-medium hover:bg-foreground/85 transition-colors duration-150"
>
{hasExistingCompanies ? t('add_a_company') : t('add_first_company')}
</button>
</div>
)
}
return (
<div className="stagger-enter">
{/* Greeting header */}
<header className="mb-10">
<h1 className="font-display text-2xl md:text-3xl tracking-tight">
{greeting}{firstName ? `, ${firstName}` : ''}
</h1>
<p className="text-muted-foreground text-sm mt-1.5">
{hasExistingCompanies ? t('add_company_subtitle') : t('add_first_company_subtitle')}
</p>
</header>
{/* Onboarding card */}
<div className="max-w-lg">
<div className="rounded-xl border bg-card overflow-hidden" style={{ boxShadow: 'var(--shadow-md)' }}>
{/* Card header with step info */}
<div className="bg-[#141414] text-white px-6 py-5 relative overflow-hidden">
<div className="absolute inset-0 pointer-events-none" aria-hidden>
<div
className="absolute inset-0"
style={{
background: 'radial-gradient(ellipse at 30% -20%, rgba(255,255,255,0.04) 0%, transparent 50%)',
}}
/>
{/* Step instrument, ghosted in white ink. Keyed by step so it
crossfades together with the form below. */}
{(() => {
const art = STEP_ART[currentStep - 1]
const dims = ILLUSTRATIONS[art.name]
return (
<div
key={`art-${currentStep}`}
className={cn('absolute animate-fade-in', art.className)}
>
{/* eslint-disable-next-line @next/next/no-img-element */}
<img
src={illustrationSrc(art.name)}
width={dims.w}
height={dims.h}
alt=""
loading="eager"
decoding="async"
className="block h-auto w-full opacity-30 [filter:grayscale(1)_invert(1)]"
/>
</div>
)
})()}
</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">{t('new_company')}</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 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 && (
<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}
preverifiedOrgNumber={preverifiedOrgNumber}
onNext={(data) => handleNext(data)}
onBack={handleBack}
isSaving={isSaving}
/>
)}
{currentStep === 3 && (() => {
// Derive both first-year defaults from TIC's registrationDate
// (null-safe: returns { false, undefined } for established
// companies and for missing registrationDate).
const firstYearDefaults = deriveFirstYearDefaults(
ticLookup?.registrationDate,
)
return (
<Step3TaxRegistration
initialData={{
f_skatt: settings.f_skatt ?? (ticLookup ? ticLookup.registration.fTax : undefined),
// Prefer the user's previously-saved value, then fall back
// to TIC's v2 `fiscalYear.startMonthDay` (e.g. "07-01" →
// start month 7). Parsing the MM-DD lets us skip the
// manual end-month picker for the ~95% of companies that
// have a registered fiscal year in Bolagsverket.
fiscal_year_start_month:
settings.fiscal_year_start_month
?? parseStartMonthDay(ticLookup?.fiscalYear?.startMonthDay)
?? undefined,
// Companies registered <12 months ago land in their first
// fiscal year: pre-check the toggle and seed the start
// date so the user only confirms the end date.
is_first_fiscal_year:
settings.is_first_fiscal_year ?? firstYearDefaults.isFirstFiscalYear,
first_year_start:
settings.first_year_start ?? firstYearDefaults.firstYearStart,
}}
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>
)
}