* feat(onboarding): company setup from the conversation and POST /api/v1/companies Third PR of agent-first onboarding (#1814). Once connected, the agent can now set up a company end to end without the web wizard, and partner platforms can provision companies over REST. - create_company_for_user: service-role-only SECURITY DEFINER twin of create_company_with_owner taking the owner explicitly (service clients have no auth.uid()). pg-real test covers creation, role gating, unknown owner and foreign team. - lib/company/create-company.ts: the wizard's creation sequence (org number, TIC snapshot, BAS chart, settings, first fiscal period, tax deadlines, rollback) extracted into createCompanyCore; the Server Action delegates to it, behaviour unchanged. - lib/company/onboarding-input.ts: one Zod schema + planner for the agent/API paths; a VAT-registered company without moms_period is refused (a missing period silently yields zero VAT deadlines). - MCP: gnubok_create_company (two-phase: preview, then confirm=true; companies:write, company-independent), gnubok_connect_bank and gnubok_connect_skatteverket (status + the browser link, gated on bank_sync / skatteverket, search-only in the catalog), the "onboarding" skill, and initialize instructions pointing at it. - Consent page pre-ticks companies:write for an account with no company yet, so the setup does not dead-end on insufficient scope after signup. - POST /api/v1/companies (companies:write, dry-run aware) on the same core; scope map, registry, spec snapshot and the generated API skill updated. - tools/list payload ceiling raised 59.95K -> 60.4K for the one new default-catalog tool (documented in the guard). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 * fix(onboarding): explicit f_skatt, org number when VAT-registered, EF first year ends 31 Dec Review findings on #1864 (Swedish compliance review): - f_skatt is required, never defaulted to approved (SE-R-005 risk). - org_number is required when vat_registered: the invoice momsregistreringsnummer derives from it (ML 17 kap 24 §). - An enskild firma's first fiscal year must end on 31 December and its start month is forced to 1 even with first_fiscal_year set, mirroring the wizard's own rule text (BFL 3 kap. 1 §). - POST /api/v1/companies no longer claims Idempotency-Key support (the wrapper only honours it on company-scoped routes). - pg-real: createCompanyCore's chart seed runs under the real service_role, which the unit tests could not prove. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 * test(pg): starter chart has 41 accounts, assert non-empty The service_role chart-seed proof passed the part that mattered (no 42501 from seed_chart_of_accounts) and failed on a wrong row-count guess: the seeded chart is a curated starter set, not the full BAS list. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 * fix(migrations): move create_company_for_user to 20260825120000 main gained 20260824170000_bulk_book_transactions_service_actor.sql with the same version while this branch was open; two files on one version abort every Supabase branch apply and the prod auto-apply. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 * chore(api): refresh spec snapshot and generated skill after rebasing onto main Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 * fix(mcp): flat create_company result, refuse localhost connect links, test hygiene CodeRabbit on #1864: the confirmed-create result was wrapped in the { data, next } envelope while its outputSchema promised top-level fields; it now returns the fields with next as a sibling. The two connect-link tools refuse to build a link when NEXT_PUBLIC_APP_URL is unset instead of handing a remote user a localhost URL. Tests clear mocks and the event bus in beforeEach. Not changed: the rollback already survives user_preferences.active_company_id (that FK is ON DELETE SET NULL since 20260331010000), and v1 error details stay in the surface's English developer convention. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018wCdzRTatKiDByKB8hCNT6 --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
225 lines
9.4 KiB
TypeScript
225 lines
9.4 KiB
TypeScript
import type { SupabaseClient } from '@supabase/supabase-js'
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import { normalizeOrgNumber } from '@/lib/company-lookup/normalize-org-number'
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import { normalizeVatNumber, isValidSwedishVatNumber, deriveSwedishVatNumber } from '@/lib/vat/vat-number'
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import { regenerateTaxDeadlinesForUser, toDeadlineSettings } from '@/lib/tax/deadline-generator'
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import type { CompanySettingsForDeadlines } from '@/lib/tax/deadline-config'
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import type { CompanyLookupResult } from '@/lib/company-lookup/types'
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import type { EntityType } from '@/types'
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/**
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* The one company-creation sequence, shared by the web wizard (Server
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* Action, cookie session, create_company_with_owner), the MCP tool
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* gnubok_create_company and POST /api/v1/companies (service client,
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* create_company_for_user). Issue #1814 PR 3.
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*
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* All steps after the company row exists roll back on failure so a company
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* never survives half-configured: bookkeeping duty under BFL starts the
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* moment the tenant is real, and a company without a chart, a fiscal period
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* or its tax deadlines is worse than no company.
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*
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* The caller supplies `createCompanyRow`, the RPC call that inserts the
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* company + owner membership: which RPC is right depends on whether the
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* caller has an auth.uid() (cookie session) or an explicit owner (service
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* role). Everything else is identical.
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*/
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export interface CreateCompanyInput {
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entityType: EntityType
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companyName: string
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/** Raw org number as typed; normalised here, refused when malformed. */
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orgNumber?: string | null
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/**
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* company_settings partial to persist. UI-only and managed fields are
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* stripped here (id, user_id, company_id, timestamps, first-fiscal-year
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* helpers), so callers may pass the wizard state as-is.
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*/
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settings: Record<string, unknown>
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fiscalPeriod: { startDate: string; endDate: string; name: string }
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ticLookup?: CompanyLookupResult | null
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}
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export type CreateCompanyResult = { companyId: string; error?: undefined } | { companyId?: undefined; error: string }
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export const COMPANY_CREATION_ERRORS = {
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org_number_invalid: 'org_number_invalid',
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create_failed: 'Kunde inte skapa företag. Försök igen.',
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org_number_save_failed: 'Kunde inte spara organisationsnummer. Försök igen.',
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chart_failed: 'Kunde inte skapa kontoplan. Försök igen.',
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settings_failed: 'Kunde inte spara inställningar. Försök igen.',
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period_failed: 'Kunde inte skapa räkenskapsår. Försök igen.',
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deadlines_failed: 'Kunde inte skapa skattedeadlines. Försök igen.',
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} as const
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export async function createCompanyCore(
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supabase: SupabaseClient,
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input: CreateCompanyInput,
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createCompanyRow: () => PromiseLike<{ data: unknown; error: unknown }>,
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): Promise<CreateCompanyResult> {
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// Org-number format validation. We intentionally do NOT enforce
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// uniqueness: the same org number may legitimately appear on multiple
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// companies (a separate test copy of your real company, or a consultant
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// and the owner each tracking the same entity). Tenant isolation
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// (RLS + company_id) is the real boundary, not org-number uniqueness.
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//
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// normalizeOrgNumber returns null for malformed input: we refuse rather
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// than storing a value that would break SIE/SRU exports later.
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const rawOrgNumber = input.orgNumber ?? undefined
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const cleanedOrgNumber = normalizeOrgNumber(rawOrgNumber)
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if (rawOrgNumber && rawOrgNumber.trim() && !cleanedOrgNumber) {
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return { error: COMPANY_CREATION_ERRORS.org_number_invalid }
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}
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// 1. Create company + owner membership atomically via RPC
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const { data: newCompanyIdRaw, error: companyError } = await createCompanyRow()
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const newCompanyId = typeof newCompanyIdRaw === 'string' ? newCompanyIdRaw : null
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if (companyError || !newCompanyId) {
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console.error('[createCompany] company creation failed', companyError)
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return { error: COMPANY_CREATION_ERRORS.create_failed }
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}
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// Helper: roll back the company if a subsequent step fails. Deletes in FK
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// order. Each delete is error-checked so a failed cleanup leaves a trace
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// instead of silently stranding partial company data behind a generic
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// "try again" message.
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const rollback = async (reason: string, err: unknown) => {
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console.error(`[createCompany] rolling back ${newCompanyId}: ${reason}`, err)
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const deletions: Array<[table: string, run: () => PromiseLike<{ error: unknown }>]> = [
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['company_settings', () => supabase.from('company_settings').delete().eq('company_id', newCompanyId)],
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['fiscal_periods', () => supabase.from('fiscal_periods').delete().eq('company_id', newCompanyId)],
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['chart_of_accounts', () => supabase.from('chart_of_accounts').delete().eq('company_id', newCompanyId)],
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['company_members', () => supabase.from('company_members').delete().eq('company_id', newCompanyId)],
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['companies', () => supabase.from('companies').delete().eq('id', newCompanyId)],
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]
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for (const [table, run] of deletions) {
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const { error: deleteError } = await run()
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if (deleteError) {
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console.error(
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`[createCompany] rollback delete failed for ${table} (company ${newCompanyId})`,
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deleteError,
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)
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}
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}
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}
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// Mirror the normalized org_number onto the companies row so future
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// duplicate checks and cross-references are reliable. MUST be error-checked
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// and rolled back on failure: otherwise the freshly-created company would
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// exist without an org_number and the duplicate guard would never match it
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// for any future user (the very guard this code is enforcing).
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if (cleanedOrgNumber) {
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const { error: orgUpdateError } = await supabase
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.from('companies')
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.update({ org_number: cleanedOrgNumber })
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.eq('id', newCompanyId)
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if (orgUpdateError) {
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await rollback('org_number update failed', orgUpdateError)
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return { error: COMPANY_CREATION_ERRORS.org_number_save_failed }
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}
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}
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// Persist whatever lookup data the caller already gathered. Do NOT call
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// /profile here: that handler fans out to 13 Lens calls and the 5 s
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// timeout in tic-fetch.ts ate ~530 wasted calls in May before yielding
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// zero snapshots (every signup's /profile timed out, but the in-flight
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// upstream fetches still counted against quota). The agent build path
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// (app/(onboarding)/onboarding/agent/page.tsx) calls ensureTicSnapshot
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// with upgradeV1: true lazily, which is the right place: only companies
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// that actually reach agent onboarding spend the budget.
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if (input.ticLookup) {
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const { error: ticErr } = await supabase
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.from('companies')
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.update({
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tic_snapshot: input.ticLookup,
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tic_snapshot_fetched_at: new Date().toISOString(),
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})
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.eq('id', newCompanyId)
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if (ticErr) {
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console.warn('[createCompany] tic snapshot persist failed', ticErr)
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}
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}
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// 2. Seed chart of accounts
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const { error: coaError } = await supabase.rpc('seed_chart_of_accounts', {
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p_company_id: newCompanyId,
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p_entity_type: input.entityType,
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})
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if (coaError) {
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await rollback('COA seeding failed', coaError)
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return { error: COMPANY_CREATION_ERRORS.chart_failed }
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}
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// 3. Save settings (strip UI-only and managed fields)
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const {
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id: _id,
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user_id: _uid,
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company_id: _cid,
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created_at: _ca,
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updated_at: _ua,
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is_first_fiscal_year: _ify,
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first_year_start: _fys,
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first_year_end: _fye,
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...settingsToSave
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} = input.settings
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// Defence in depth: this upsert bypasses UpdateSettingsSchema, so never persist
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// a VAT number blind. Normalise to the canonical SE+12 form; if it isn't
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// structurally valid (e.g. the legacy SE+14 personnummer derivation), re-derive
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// it from the org number, falling back to null rather than storing a malformed
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// momsregistreringsnummer.
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if (typeof settingsToSave.vat_number === 'string' && settingsToSave.vat_number) {
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const normalized = normalizeVatNumber(settingsToSave.vat_number)
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settingsToSave.vat_number = isValidSwedishVatNumber(normalized)
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? normalized
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: deriveSwedishVatNumber(settingsToSave.org_number as string | null | undefined)
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}
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const { error: settingsError } = await supabase
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.from('company_settings')
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.upsert(
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{
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...settingsToSave,
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company_id: newCompanyId,
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onboarding_complete: true,
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onboarding_step: 4,
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},
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{ onConflict: 'company_id' },
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)
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if (settingsError) {
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await rollback('settings upsert failed', settingsError)
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return { error: COMPANY_CREATION_ERRORS.settings_failed }
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}
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// 4. Create fiscal period
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const { error: periodError } = await supabase.from('fiscal_periods').upsert(
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{
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company_id: newCompanyId,
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name: input.fiscalPeriod.name,
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period_start: input.fiscalPeriod.startDate,
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period_end: input.fiscalPeriod.endDate,
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},
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{ onConflict: 'company_id,period_start,period_end' },
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)
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if (periodError) {
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await rollback('fiscal period upsert failed', periodError)
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return { error: COMPANY_CREATION_ERRORS.period_failed }
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}
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// 5. Create the automatic tax deadlines while the onboarding data is still
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// available. Treat this as part of company creation so a new company never
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// starts in the broken state where valid settings exist without deadlines.
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try {
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await regenerateTaxDeadlinesForUser(
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supabase,
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newCompanyId,
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toDeadlineSettings(settingsToSave as Partial<CompanySettingsForDeadlines>),
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)
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} catch (deadlineError) {
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await rollback('tax deadline generation failed', deadlineError)
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return { error: COMPANY_CREATION_ERRORS.deadlines_failed }
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}
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return { companyId: newCompanyId }
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}
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