Files
accounted/lib/company/actions.ts
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

146 lines
4.7 KiB
TypeScript

'use server'
import { createClient } from '@/lib/supabase/server'
import { setActiveCompany } from '@/lib/company/context'
import { revalidatePath } from 'next/cache'
export async function switchCompany(companyId: string): Promise<{ error?: string }> {
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
return { error: 'Unauthorized' }
}
try {
await setActiveCompany(supabase, user.id, companyId)
revalidatePath('/')
return {}
} catch {
return { error: 'Du har inte tillgång till detta företag.' }
}
}
/**
* Create a company from onboarding wizard data.
*
* This runs on the server so that if the Next.js server is unavailable when
* the user clicks the final "Fortsätt" button, the action never reaches
* Supabase and no ghost company is created. All operations (company,
* membership, chart of accounts, settings, fiscal period, active company)
* happen sequentially; if any step after company creation fails the company
* is rolled back to avoid partial state.
*/
export async function createCompanyFromOnboarding(params: {
teamId: string
settings: Record<string, unknown>
fiscalPeriod: {
startDate: string
endDate: string
name: string
}
}): Promise<{ companyId?: string; error?: string }> {
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
return { error: 'Unauthorized' }
}
const entityType = params.settings.entity_type as string | undefined
if (entityType !== 'enskild_firma' && entityType !== 'aktiebolag') {
return { error: 'Ogiltig företagsform.' }
}
const companyName = (params.settings.company_name as string | undefined) || 'Mitt företag'
// 1. Create company + owner membership atomically via RPC
const { data: newCompanyId, error: companyError } = await supabase.rpc('create_company_with_owner', {
p_name: companyName,
p_entity_type: entityType,
p_team_id: params.teamId,
})
if (companyError || !newCompanyId) {
console.error('[createCompanyFromOnboarding] company creation failed', companyError)
return { error: 'Kunde inte skapa företag. Försök igen.' }
}
// Helper: roll back the company if a subsequent step fails. Deletes in FK order.
const rollback = async (reason: string, err: unknown) => {
console.error(`[createCompanyFromOnboarding] rolling back ${newCompanyId}: ${reason}`, err)
await supabase.from('company_settings').delete().eq('company_id', newCompanyId)
await supabase.from('fiscal_periods').delete().eq('company_id', newCompanyId)
await supabase.from('chart_of_accounts').delete().eq('company_id', newCompanyId)
await supabase.from('company_members').delete().eq('company_id', newCompanyId)
await supabase.from('companies').delete().eq('id', newCompanyId)
}
// 2. Seed chart of accounts
const { error: coaError } = await supabase.rpc('seed_chart_of_accounts', {
p_company_id: newCompanyId,
p_entity_type: entityType,
})
if (coaError) {
await rollback('COA seeding failed', coaError)
return { error: 'Kunde inte skapa kontoplan. Försök igen.' }
}
// 3. Save settings (strip UI-only and managed fields)
const {
id: _id,
user_id: _uid,
company_id: _cid,
created_at: _ca,
updated_at: _ua,
is_first_fiscal_year: _ify,
first_year_start: _fys,
first_year_end: _fye,
...settingsToSave
} = params.settings
const { error: settingsError } = await supabase
.from('company_settings')
.upsert(
{
...settingsToSave,
company_id: newCompanyId,
onboarding_complete: true,
onboarding_step: 4,
},
{ onConflict: 'company_id' },
)
if (settingsError) {
await rollback('settings upsert failed', settingsError)
return { error: 'Kunde inte spara inställningar. Försök igen.' }
}
// 4. Create fiscal period
const { error: periodError } = await supabase.from('fiscal_periods').upsert(
{
company_id: newCompanyId,
name: params.fiscalPeriod.name,
period_start: params.fiscalPeriod.startDate,
period_end: params.fiscalPeriod.endDate,
},
{ onConflict: 'company_id,period_start,period_end' },
)
if (periodError) {
await rollback('fiscal period upsert failed', periodError)
return { error: 'Kunde inte skapa räkenskapsår. Försök igen.' }
}
// 5. Set as active company
try {
await setActiveCompany(supabase, user.id, newCompanyId)
} catch (err) {
// Non-fatal: the company was created successfully; the user can switch manually
console.error('[createCompanyFromOnboarding] setActiveCompany failed', err)
}
revalidatePath('/')
return { companyId: newCompanyId }
}