* 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
146 lines
4.7 KiB
TypeScript
146 lines
4.7 KiB
TypeScript
'use server'
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import { createClient } from '@/lib/supabase/server'
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import { setActiveCompany } from '@/lib/company/context'
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import { revalidatePath } from 'next/cache'
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export async function switchCompany(companyId: string): Promise<{ error?: string }> {
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const supabase = await createClient()
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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return { error: 'Unauthorized' }
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}
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try {
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await setActiveCompany(supabase, user.id, companyId)
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revalidatePath('/')
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return {}
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} catch {
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return { error: 'Du har inte tillgång till detta företag.' }
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}
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}
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/**
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* Create a company from onboarding wizard data.
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*
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* This runs on the server so that if the Next.js server is unavailable when
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* the user clicks the final "Fortsätt" button, the action never reaches
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* Supabase and no ghost company is created. All operations (company,
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* membership, chart of accounts, settings, fiscal period, active company)
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* happen sequentially; if any step after company creation fails the company
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* is rolled back to avoid partial state.
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*/
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export async function createCompanyFromOnboarding(params: {
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teamId: string
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settings: Record<string, unknown>
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fiscalPeriod: {
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startDate: string
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endDate: string
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name: string
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}
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}): Promise<{ companyId?: string; error?: string }> {
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const supabase = await createClient()
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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return { error: 'Unauthorized' }
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}
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const entityType = params.settings.entity_type as string | undefined
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if (entityType !== 'enskild_firma' && entityType !== 'aktiebolag') {
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return { error: 'Ogiltig företagsform.' }
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}
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const companyName = (params.settings.company_name as string | undefined) || 'Mitt företag'
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// 1. Create company + owner membership atomically via RPC
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const { data: newCompanyId, error: companyError } = await supabase.rpc('create_company_with_owner', {
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p_name: companyName,
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p_entity_type: entityType,
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p_team_id: params.teamId,
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})
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if (companyError || !newCompanyId) {
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console.error('[createCompanyFromOnboarding] company creation failed', companyError)
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return { error: 'Kunde inte skapa företag. Försök igen.' }
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}
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// Helper: roll back the company if a subsequent step fails. Deletes in FK order.
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const rollback = async (reason: string, err: unknown) => {
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console.error(`[createCompanyFromOnboarding] rolling back ${newCompanyId}: ${reason}`, err)
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await supabase.from('company_settings').delete().eq('company_id', newCompanyId)
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await supabase.from('fiscal_periods').delete().eq('company_id', newCompanyId)
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await supabase.from('chart_of_accounts').delete().eq('company_id', newCompanyId)
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await supabase.from('company_members').delete().eq('company_id', newCompanyId)
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await supabase.from('companies').delete().eq('id', newCompanyId)
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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: 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: 'Kunde inte skapa kontoplan. Försök igen.' }
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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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} = params.settings
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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: 'Kunde inte spara inställningar. Försök igen.' }
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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: params.fiscalPeriod.name,
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period_start: params.fiscalPeriod.startDate,
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period_end: params.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: 'Kunde inte skapa räkenskapsår. Försök igen.' }
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}
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// 5. Set as active company
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try {
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await setActiveCompany(supabase, user.id, newCompanyId)
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} catch (err) {
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// Non-fatal: the company was created successfully; the user can switch manually
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console.error('[createCompanyFromOnboarding] setActiveCompany failed', err)
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}
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revalidatePath('/')
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return { companyId: newCompanyId }
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}
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