Files
accounted/components/dashboard/WelcomeOnboarding.tsx
T
Mattsson bf5a8d9195 Fix/multiple company (#203)
* Refactor onboarding and dashboard logic; add silent team creation for users

- Removed unnecessary useCompany context in DashboardContent and SettingsSidebar components.
- Simplified onboarding setup logic to allow direct access to the dashboard for users without companies.
- Introduced WelcomeOnboarding component to handle user onboarding steps.
- Added migration to create silent teams for all users at signup, backfilling existing users without teams, and cleaning up incomplete companies.

* fix: update greeting logic and improve email handling in TIC extension

* Redirect to onboarding for users without companies and update onboarding flow

* Build issue fix

* Enhance onboarding experience by adding existing companies check
2026-04-09 11:54:12 +02:00

635 lines
24 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 { switchCompany } from '@/lib/company/actions'
import { useToast } from '@/components/ui/use-toast'
import { Loader2, Building2, Plus } from 'lucide-react'
import { cn } from '@/lib/utils'
import { validatePeriodDuration } from '@/lib/bookkeeping/validate-period-duration'
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 [companyId, setCompanyId] = useState<string | null>(null)
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 saveSettings = async (updates: Partial<CompanySettings>, nextStep?: number) => {
const targetStep = nextStep ?? currentStep
setIsSaving(true)
try {
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
router.push('/login')
return false
}
const updatedSettings = {
...settings,
...updates,
onboarding_step: targetStep,
}
if (!companyId) {
logError('save aborted: no companyId', { step: targetStep })
return false
}
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
} = updatedSettings as Record<string, unknown>
const { error } = await supabase
.from('company_settings')
.upsert({ ...settingsToSave, company_id: companyId }, { onConflict: 'company_id' })
if (error) {
logError('save failed', { message: error.message, step: targetStep, code: error.code })
toast({ title: 'Fel', description: error.message || 'Kunde inte spara. Försök igen.', variant: 'destructive' })
return false
}
setSettings(updatedSettings)
return true
} catch (err) {
const message = err instanceof Error ? err.message : String(err)
logError('saveSettings threw', { message, step: targetStep })
Sentry.captureException(err)
toast({ title: 'Fel', description: 'Ett oväntat fel uppstod. Försök igen.', variant: 'destructive' })
return false
} finally {
setIsSaving(false)
}
}
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)
}
let activeCompanyId = companyId
if (currentStep === 1 && !activeCompanyId) {
try {
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
router.push('/login')
return
}
const { data: newCompanyId, error: rpcError } = await supabase.rpc('create_company_with_owner', {
p_name: 'Mitt företag',
p_entity_type: stepData.entity_type,
p_team_id: teamId,
})
if (rpcError || !newCompanyId) {
logError('company creation failed', { message: rpcError?.message, code: rpcError?.code })
toast({ title: 'Fel', description: 'Kunde inte skapa företag. Försök igen.', variant: 'destructive' })
return
}
activeCompanyId = newCompanyId
setCompanyId(activeCompanyId)
console.log(LOG, 'created company', activeCompanyId)
} catch (err) {
logError('company creation threw', { error: String(err) })
Sentry.captureException(err)
toast({ title: 'Fel', description: 'Kunde inte skapa företag. Försök igen.', variant: 'destructive' })
return
}
}
if (!activeCompanyId) {
logError('handleNext aborted: no companyId', { step: currentStep })
return
}
const nextStep = currentStep + 1
const needsDirectSave = currentStep === 1 && !companyId
const success = needsDirectSave
? await (async () => {
setIsSaving(true)
try {
const updatedSettings = { ...settings, ...stepData, onboarding_step: nextStep }
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
} = updatedSettings as Record<string, unknown>
const { error } = await supabase
.from('company_settings')
.upsert({ ...settingsToSave, company_id: activeCompanyId }, { onConflict: 'company_id' })
if (error) {
logError('save failed', { message: error.message, step: nextStep, code: error.code })
toast({ title: 'Fel', description: error.message || 'Kunde inte spara. Försök igen.', variant: 'destructive' })
return false
}
setSettings(updatedSettings)
return true
} catch (err) {
logError('saveSettings threw', { message: String(err), step: nextStep })
Sentry.captureException(err)
return false
} finally {
setIsSaving(false)
}
})()
: await saveSettings(stepData, nextStep)
if (!success) {
logError('handleNext aborted: saveSettings failed', { step: currentStep })
return
}
// After step 2: sync company name to companies table
if (currentStep === 2 && stepData.company_name && activeCompanyId) {
const { error: nameError } = await supabase
.from('companies')
.update({ name: stepData.company_name })
.eq('id', activeCompanyId)
if (nameError) {
logError('failed to sync company name', { message: nameError.message })
}
}
// After step 1: seed chart of accounts
if (currentStep === 1 && stepData.entity_type) {
try {
const { error: rpcError } = await supabase.rpc('seed_chart_of_accounts', {
p_company_id: activeCompanyId,
p_entity_type: stepData.entity_type,
})
if (rpcError) {
logError('COA seeding failed', { entity_type: stepData.entity_type, message: rpcError.message })
}
} catch (err) {
logError('COA seeding threw', { error: String(err) })
Sentry.captureException(err)
}
}
// After step 3: create fiscal period
if (currentStep === 3 && activeCompanyId) {
try {
const isFirstYear = stepData.is_first_fiscal_year as boolean | undefined
const firstYearStart = stepData.first_year_start as string | undefined
const firstYearEnd = stepData.first_year_end as string | undefined
let startStr: string
let endStr: string
let periodName: string
if (isFirstYear && firstYearStart && firstYearEnd) {
startStr = firstYearStart
endStr = firstYearEnd
const startYear = new Date(firstYearStart).getFullYear()
const endYear = new Date(firstYearEnd).getFullYear()
periodName = startYear === endYear
? `Första räkenskapsåret ${startYear}`
: `Första räkenskapsåret ${startYear}/${endYear}`
} else {
let startMonth = stepData.fiscal_year_start_month || settings.fiscal_year_start_month || 1
if (settings.entity_type === 'enskild_firma') startMonth = 1
const currentYear = new Date().getFullYear()
startStr = `${currentYear}-${String(startMonth).padStart(2, '0')}-01`
let endYear: number
let endMonth: number
if (startMonth === 1) {
endYear = currentYear
endMonth = 12
} else {
endYear = currentYear + 1
endMonth = startMonth - 1
}
const lastDay = new Date(endYear, endMonth, 0).getDate()
endStr = `${endYear}-${String(endMonth).padStart(2, '0')}-${String(lastDay).padStart(2, '0')}`
periodName = startMonth === 1
? `Räkenskapsår ${currentYear}`
: `Räkenskapsår ${currentYear}/${currentYear + 1}`
}
const validationError = validatePeriodDuration(startStr, endStr)
if (validationError) {
logError('fiscal period validation failed', { validationError, startStr, endStr })
toast({
title: 'Ogiltigt räkenskapsår',
description: translatePeriodError(validationError),
variant: 'destructive',
})
setCurrentStep(3)
return
}
// Clean up empty fiscal periods
const { data: existingPeriods } = await supabase
.from('fiscal_periods')
.select('id')
.eq('company_id', activeCompanyId)
if (existingPeriods && existingPeriods.length > 0) {
for (const ep of existingPeriods) {
const { count } = await supabase
.from('journal_entries')
.select('id', { count: 'exact', head: true })
.eq('fiscal_period_id', ep.id)
if (count === 0) {
await supabase.from('fiscal_periods').delete().eq('id', ep.id)
}
}
}
const { error: upsertError } = await supabase.from('fiscal_periods').upsert({
company_id: activeCompanyId,
name: periodName,
period_start: startStr,
period_end: endStr,
}, { onConflict: 'company_id,period_start,period_end' })
if (upsertError) {
logError('fiscal period upsert failed', { message: upsertError.message, startStr, endStr })
}
} catch (err) {
logError('fiscal period creation threw', { error: String(err) })
Sentry.captureException(err)
toast({
title: 'Kunde inte skapa räkenskapsår',
description: 'Ett fel uppstod när räkenskapsåret skulle skapas. Försök igen.',
variant: 'destructive',
})
}
}
if (nextStep > totalSteps) {
const finalSuccess = await saveSettings({ onboarding_complete: true }, totalSteps)
if (!finalSuccess) {
logError('failed to set onboarding_complete after all steps')
return
}
// Update company name
if (settings.company_name || stepData.company_name) {
await supabase
.from('companies')
.update({ name: settings.company_name || stepData.company_name })
.eq('id', activeCompanyId)
}
// Switch to the new company
await switchCompany(activeCompanyId)
console.log(LOG, 'onboarding completed')
toast({
title: 'Välkommen!',
description: 'Ditt företag är nu redo.',
})
router.push('/')
} else {
setCurrentStep(nextStep)
}
}
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>
)
}