* 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
635 lines
24 KiB
TypeScript
635 lines
24 KiB
TypeScript
'use client'
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import { useState, useEffect } from 'react'
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import { useRouter } from 'next/navigation'
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import * as Sentry from '@sentry/nextjs'
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import { createClient } from '@/lib/supabase/client'
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import { switchCompany } from '@/lib/company/actions'
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import { useToast } from '@/components/ui/use-toast'
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import { Loader2, Building2, Plus } from 'lucide-react'
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import { cn } from '@/lib/utils'
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import { validatePeriodDuration } from '@/lib/bookkeeping/validate-period-duration'
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import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
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import type { CompanyLookupResult, EnrichmentCompanyRole } from '@/lib/company-lookup/types'
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import type { CompanySettings, EntityType, MomsPeriod } from '@/types'
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import Step1EntityType from '@/components/onboarding/Step1EntityType'
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import Step2CompanyDetails from '@/components/onboarding/Step2CompanyDetails'
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import Step3TaxRegistration from '@/components/onboarding/Step3TaxRegistration'
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import Step4VatAccounting from '@/components/onboarding/Step4VatAccounting'
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const STEP_INFO = [
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{ title: 'Företagsform', subtitle: 'Välj din företagsform för att komma igång.' },
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{ title: 'Uppgifter', subtitle: 'Uppgifterna visas på fakturor och dokument.' },
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{ title: 'F-skatt & räkenskapsår', subtitle: 'Ange din skatteregistrering och räkenskapsår.' },
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{ title: 'Moms & bokföring', subtitle: 'Momsregistrering och bokföringsmetod.' },
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]
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/** Map TIC legalEntityType to gnubok EntityType */
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function mapEntityType(ticType: string): EntityType | null {
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const lower = ticType.toLowerCase()
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if (lower === 'ab' || lower.includes('aktiebolag')) return 'aktiebolag'
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if (lower === 'ef' || lower.includes('enskild firma') || lower.includes('enskild')) return 'enskild_firma'
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return null
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}
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function translatePeriodError(msg: string): string {
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if (msg.includes('end must be after')) return 'Slutdatumet måste vara efter startdatumet.'
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if (msg.includes('start must be the 1st')) return 'Startdatumet måste vara den 1:a i en månad.'
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if (msg.includes('end must be the last day')) return 'Slutdatumet måste vara sista dagen i en månad.'
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if (msg.includes('exceeds maximum 18 months')) return 'Räkenskapsåret får inte överstiga 18 månader (BFL 3 kap.).'
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return 'Ogiltigt räkenskapsår. Kontrollera datumen och försök igen.'
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}
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const LOG = '[welcome-onboarding]'
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function logError(message: string, extra?: Record<string, unknown>) {
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console.error(LOG, message, extra ?? '')
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fetch('/api/log', {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({ message: `welcome-onboarding: ${message}`, extra }),
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}).catch(() => {})
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Sentry.captureMessage(`welcome-onboarding: ${message}`, {
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level: 'error',
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extra: { ...extra, component: 'welcome-onboarding' },
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})
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}
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interface WelcomeOnboardingProps {
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firstName?: string | null
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teamId: string
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skipWelcome?: boolean
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hasExistingCompanies?: boolean
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}
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export default function WelcomeOnboarding({ firstName, teamId, skipWelcome, hasExistingCompanies }: WelcomeOnboardingProps) {
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const router = useRouter()
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const { toast } = useToast()
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const supabase = createClient()
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const [started, setStarted] = useState(skipWelcome ?? false)
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const [isLoading, setIsLoading] = useState(true)
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const [isSaving, setIsSaving] = useState(false)
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const [currentStep, setCurrentStep] = useState(1)
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const [settings, setSettings] = useState<Partial<CompanySettings>>({})
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const [companyId, setCompanyId] = useState<string | null>(null)
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const ticEnabled = ENABLED_EXTENSION_IDS.has('tic')
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const [ticLookup, setTicLookup] = useState<CompanyLookupResult | null>(null)
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const [enrichmentCompanies, setEnrichmentCompanies] = useState<EnrichmentCompanyRole[]>([])
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const [orgNumberLocked, setOrgNumberLocked] = useState(false)
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const totalSteps = 4
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const hour = new Date().getHours()
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const greeting = hour < 5 ? 'God natt' : hour < 10 ? 'Godmorgon' : hour < 14 ? 'Hej' : hour < 18 ? 'God eftermiddag' : 'God kväll'
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// Load BankID enrichment data on mount
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useEffect(() => {
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async function loadEnrichment() {
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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router.push('/login')
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return
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}
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try {
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const { data: enrichmentRow } = await supabase
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.from('extension_data')
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.select('id, value')
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.eq('user_id', user.id)
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.eq('extension_id', 'tic')
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.eq('key', 'bankid_enrichment')
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.maybeSingle()
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if (enrichmentRow?.value) {
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const enrichment = enrichmentRow.value as { spar?: Record<string, string>; companyRoles?: EnrichmentCompanyRole[] }
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const activeCompanies = (enrichment.companyRoles ?? []).filter(
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(c: EnrichmentCompanyRole) => c.companyStatus === 'Aktivt' && c.positionEnd === null
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)
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if (activeCompanies.length > 0) {
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setEnrichmentCompanies(activeCompanies)
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}
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if (enrichment.spar) {
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const spar = enrichment.spar
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setSettings((prev) => ({
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...prev,
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address_line1: spar.Folkbokforingsadress_SvenskAdress_Utdelningsadress1 || prev.address_line1,
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postal_code: spar.Folkbokforingsadress_SvenskAdress_PostNr || prev.postal_code,
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city: spar.Folkbokforingsadress_SvenskAdress_Postort || prev.city,
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}))
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}
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// Delete enrichment data (one-time use)
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await supabase
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.from('extension_data')
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.delete()
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.eq('id', enrichmentRow.id)
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}
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} catch (err) {
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console.warn(LOG, 'enrichment loading failed (non-blocking)', err)
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}
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setIsLoading(false)
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}
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loadEnrichment()
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}, [supabase, router])
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const saveSettings = async (updates: Partial<CompanySettings>, nextStep?: number) => {
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const targetStep = nextStep ?? currentStep
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setIsSaving(true)
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try {
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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router.push('/login')
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return false
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}
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const updatedSettings = {
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...settings,
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...updates,
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onboarding_step: targetStep,
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}
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if (!companyId) {
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logError('save aborted: no companyId', { step: targetStep })
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return false
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}
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const {
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id: _id, user_id: _uid, company_id: _cid, created_at: _ca, updated_at: _ua,
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is_first_fiscal_year: _ify, first_year_start: _fys, first_year_end: _fye,
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...settingsToSave
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} = updatedSettings as Record<string, unknown>
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const { error } = await supabase
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.from('company_settings')
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.upsert({ ...settingsToSave, company_id: companyId }, { onConflict: 'company_id' })
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if (error) {
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logError('save failed', { message: error.message, step: targetStep, code: error.code })
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toast({ title: 'Fel', description: error.message || 'Kunde inte spara. Försök igen.', variant: 'destructive' })
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return false
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}
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setSettings(updatedSettings)
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return true
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} catch (err) {
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const message = err instanceof Error ? err.message : String(err)
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logError('saveSettings threw', { message, step: targetStep })
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Sentry.captureException(err)
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toast({ title: 'Fel', description: 'Ett oväntat fel uppstod. Försök igen.', variant: 'destructive' })
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return false
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} finally {
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setIsSaving(false)
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}
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}
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const handleNext = async (stepData: Partial<CompanySettings>) => {
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if (currentStep === 1 && stepData.entity_type && stepData.entity_type !== settings.entity_type) {
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stepData = { ...stepData, org_number: '', company_name: '' }
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setTicLookup(null)
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}
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let activeCompanyId = companyId
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if (currentStep === 1 && !activeCompanyId) {
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try {
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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router.push('/login')
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return
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}
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const { data: newCompanyId, error: rpcError } = await supabase.rpc('create_company_with_owner', {
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p_name: 'Mitt företag',
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p_entity_type: stepData.entity_type,
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p_team_id: teamId,
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})
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if (rpcError || !newCompanyId) {
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logError('company creation failed', { message: rpcError?.message, code: rpcError?.code })
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toast({ title: 'Fel', description: 'Kunde inte skapa företag. Försök igen.', variant: 'destructive' })
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return
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}
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activeCompanyId = newCompanyId
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setCompanyId(activeCompanyId)
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console.log(LOG, 'created company', activeCompanyId)
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} catch (err) {
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logError('company creation threw', { error: String(err) })
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Sentry.captureException(err)
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toast({ title: 'Fel', description: 'Kunde inte skapa företag. Försök igen.', variant: 'destructive' })
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return
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}
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}
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if (!activeCompanyId) {
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logError('handleNext aborted: no companyId', { step: currentStep })
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return
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}
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const nextStep = currentStep + 1
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const needsDirectSave = currentStep === 1 && !companyId
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const success = needsDirectSave
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? await (async () => {
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setIsSaving(true)
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try {
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const updatedSettings = { ...settings, ...stepData, onboarding_step: nextStep }
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const {
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id: _id, user_id: _uid, company_id: _cid, created_at: _ca, updated_at: _ua,
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is_first_fiscal_year: _ify, first_year_start: _fys, first_year_end: _fye,
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...settingsToSave
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} = updatedSettings as Record<string, unknown>
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const { error } = await supabase
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.from('company_settings')
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.upsert({ ...settingsToSave, company_id: activeCompanyId }, { onConflict: 'company_id' })
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if (error) {
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logError('save failed', { message: error.message, step: nextStep, code: error.code })
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toast({ title: 'Fel', description: error.message || 'Kunde inte spara. Försök igen.', variant: 'destructive' })
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return false
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}
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setSettings(updatedSettings)
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return true
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} catch (err) {
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logError('saveSettings threw', { message: String(err), step: nextStep })
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Sentry.captureException(err)
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return false
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} finally {
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setIsSaving(false)
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}
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})()
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: await saveSettings(stepData, nextStep)
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if (!success) {
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logError('handleNext aborted: saveSettings failed', { step: currentStep })
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return
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}
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// After step 2: sync company name to companies table
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if (currentStep === 2 && stepData.company_name && activeCompanyId) {
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const { error: nameError } = await supabase
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.from('companies')
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.update({ name: stepData.company_name })
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.eq('id', activeCompanyId)
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if (nameError) {
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logError('failed to sync company name', { message: nameError.message })
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}
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}
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// After step 1: seed chart of accounts
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if (currentStep === 1 && stepData.entity_type) {
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try {
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const { error: rpcError } = await supabase.rpc('seed_chart_of_accounts', {
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p_company_id: activeCompanyId,
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p_entity_type: stepData.entity_type,
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})
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if (rpcError) {
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logError('COA seeding failed', { entity_type: stepData.entity_type, message: rpcError.message })
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}
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} catch (err) {
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logError('COA seeding threw', { error: String(err) })
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Sentry.captureException(err)
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}
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}
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// After step 3: create fiscal period
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if (currentStep === 3 && activeCompanyId) {
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try {
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const isFirstYear = stepData.is_first_fiscal_year as boolean | undefined
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const firstYearStart = stepData.first_year_start as string | undefined
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const firstYearEnd = stepData.first_year_end as string | undefined
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let startStr: string
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let endStr: string
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let periodName: string
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if (isFirstYear && firstYearStart && firstYearEnd) {
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startStr = firstYearStart
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endStr = firstYearEnd
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const startYear = new Date(firstYearStart).getFullYear()
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const endYear = new Date(firstYearEnd).getFullYear()
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periodName = startYear === endYear
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? `Första räkenskapsåret ${startYear}`
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: `Första räkenskapsåret ${startYear}/${endYear}`
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} else {
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let startMonth = stepData.fiscal_year_start_month || settings.fiscal_year_start_month || 1
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if (settings.entity_type === 'enskild_firma') startMonth = 1
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const currentYear = new Date().getFullYear()
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startStr = `${currentYear}-${String(startMonth).padStart(2, '0')}-01`
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let endYear: number
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let endMonth: number
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if (startMonth === 1) {
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endYear = currentYear
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endMonth = 12
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} else {
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endYear = currentYear + 1
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endMonth = startMonth - 1
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}
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const lastDay = new Date(endYear, endMonth, 0).getDate()
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endStr = `${endYear}-${String(endMonth).padStart(2, '0')}-${String(lastDay).padStart(2, '0')}`
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periodName = startMonth === 1
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? `Räkenskapsår ${currentYear}`
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: `Räkenskapsår ${currentYear}/${currentYear + 1}`
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}
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const validationError = validatePeriodDuration(startStr, endStr)
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if (validationError) {
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logError('fiscal period validation failed', { validationError, startStr, endStr })
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toast({
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title: 'Ogiltigt räkenskapsår',
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description: translatePeriodError(validationError),
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variant: 'destructive',
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})
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setCurrentStep(3)
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return
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}
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// Clean up empty fiscal periods
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const { data: existingPeriods } = await supabase
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.from('fiscal_periods')
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.select('id')
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.eq('company_id', activeCompanyId)
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if (existingPeriods && existingPeriods.length > 0) {
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for (const ep of existingPeriods) {
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const { count } = await supabase
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.from('journal_entries')
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.select('id', { count: 'exact', head: true })
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.eq('fiscal_period_id', ep.id)
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if (count === 0) {
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await supabase.from('fiscal_periods').delete().eq('id', ep.id)
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}
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}
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}
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const { error: upsertError } = await supabase.from('fiscal_periods').upsert({
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company_id: activeCompanyId,
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name: periodName,
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period_start: startStr,
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period_end: endStr,
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}, { onConflict: 'company_id,period_start,period_end' })
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if (upsertError) {
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logError('fiscal period upsert failed', { message: upsertError.message, startStr, endStr })
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}
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} catch (err) {
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logError('fiscal period creation threw', { error: String(err) })
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Sentry.captureException(err)
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toast({
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title: 'Kunde inte skapa räkenskapsår',
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description: 'Ett fel uppstod när räkenskapsåret skulle skapas. Försök igen.',
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variant: 'destructive',
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})
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}
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}
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if (nextStep > totalSteps) {
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const finalSuccess = await saveSettings({ onboarding_complete: true }, totalSteps)
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if (!finalSuccess) {
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logError('failed to set onboarding_complete after all steps')
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return
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}
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// Update company name
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if (settings.company_name || stepData.company_name) {
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await supabase
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.from('companies')
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.update({ name: settings.company_name || stepData.company_name })
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.eq('id', activeCompanyId)
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}
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// Switch to the new company
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await switchCompany(activeCompanyId)
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console.log(LOG, 'onboarding completed')
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toast({
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title: 'Välkommen!',
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description: 'Ditt företag är nu redo.',
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})
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router.push('/')
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} else {
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setCurrentStep(nextStep)
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}
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}
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const handleBack = () => {
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if (currentStep > 1) {
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setCurrentStep(currentStep - 1)
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}
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}
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/** Handle selecting a company from BankID enrichment */
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const handleEnrichmentSelect = (company: EnrichmentCompanyRole) => {
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const entityType = mapEntityType(company.legalEntityType)
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if (!entityType) return
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setSettings((prev) => ({
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...prev,
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entity_type: entityType,
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org_number: company.companyRegistrationNumber,
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company_name: company.legalName,
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}))
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setOrgNumberLocked(true)
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setEnrichmentCompanies([])
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}
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if (isLoading) {
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return (
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<div className="flex items-center justify-center py-20">
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<Loader2 className="h-8 w-8 animate-spin text-muted-foreground" />
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</div>
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)
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}
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const stepInfo = STEP_INFO[currentStep - 1]
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// Welcome screen — show before user clicks "Lägg till ditt första företag"
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if (!started) {
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return (
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<div className="flex flex-col items-start justify-center min-h-[60vh] animate-fade-in">
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<p className="text-muted-foreground/50 text-sm mb-2">{greeting}</p>
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<h1 className="font-display text-4xl md:text-5xl font-medium tracking-tight leading-[1.05] mb-10">
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Välkommen till Gnubok
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</h1>
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<button
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onClick={() => setStarted(true)}
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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]"
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>
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{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>
|
|
)
|
|
}
|