Files
accounted/components/dashboard/WelcomeOnboarding.tsx
T
Jakob WennbergandClaude Opus 4.7 f3a3d07ed3 feat: one-click company setup from BankID directorships (#309)
* feat: one-click company setup from BankID directorships

After BankID auth, surface Bolagsverket companies where the user is a
director and provision a fully-configured gnubok company with one click
instead of walking the 4-step wizard. Also exposed via CompanySwitcher's
"Lägg till företag" for returning users.

- New /select-company route merges gnubok memberships with TIC
  CompanyRoles; cards flag already-registered org numbers.
- createCompanyFromTicRole server action derives entity_type, f-skatt,
  VAT, moms_period, and SPAR address defaults, then delegates to
  createCompanyFromOnboarding for consistent provisioning.
- TIC /bankid/complete now requests enrichment on login too, so
  returning users see fresh CompanyRoles in the picker.
- Middleware routes zero-membership users to /select-company when
  enrichment is available, /onboarding otherwise.
- Inline enrichment picker removed from WelcomeOnboarding (wizard is
  now the manual fallback); SPAR address pre-fill preserved.
- Unit tests for mapEntityType helper and createCompanyFromTicRole
  defaults (VAT-AB, non-VAT EF, unmappable, unauth).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: address PR review feedback on BankID company picker

Greptile P1 + swedish-compliance bot findings:

- Move enrichment row cleanup out of createCompanyFromOnboarding and
  into createCompanyFromTicRole. The manual wizard also goes through
  createCompanyFromOnboarding, and was wiping the enrichment row before
  the returning-user "Lägg till företag" flow could use it.
- Refuse to provision when TIC /lookup is missing. Silently defaulting
  vat_registered to false for a momsregistrerat bolag would create a
  company that issues invoices without moms (ML 17 kap violation). The
  picker now routes to the manual wizard with org_number pre-filled
  when the lookup fails, so the user confirms VAT/F-skatt manually.
- Default accounting_method by entity type: enskild firma → cash
  (K1/kontantmetoden per BFNAR 2013:2), aktiebolag → accrual (K2/K3).
- Document that moms_period='quarterly' is a provisional middle-tier
  default; Skatteverket's assigned period depends on turnover and the
  user can correct it in /settings/tax.
- Fix the misleading "re-fetch from BankID" comment — /select-company
  only reads the cached enrichment row; it's refreshed only on the next
  BankID auth.
- Extend test coverage: lookup-missing refusal, EF kontantmetoden default.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: tighten entity-type mapping and clarify K1 threshold

Second round of PR review fixes (swedish-compliance bot):

- mapEntityType now uses explicit allow-lists instead of substring
  matches. "Enskild stiftelse" / "Enskild näringsverksamhet utan firma"
  no longer false-match as enskild_firma (would have provisioned with
  K1/kontantmetoden — ML/BFL risk). Regression guard test added.
- Publikt aktiebolag explicitly included (same K2/K3 regime as private
  AB); Bankaktiebolag / Försäkringsaktiebolag excluded (FFFS regime).
- Remove misleading claim that onboarding UI flags moms_period as
  provisional — no such UI exists by design (approved one-click UX).
- Expand accounting_method comment to cite the 3 MSEK K1→K3 threshold
  (BFNAR 2013:2 vs 2017:3) so the EF→cash default is honest about its
  scope.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 13:21:55 +02:00

350 lines
13 KiB
TypeScript

'use client'
import { useState, useEffect } from 'react'
import { useRouter } from 'next/navigation'
import { createClient } from '@/lib/supabase/client'
import { createCompanyFromOnboarding } from '@/lib/company/actions'
import { computeFiscalPeriod } from '@/lib/company/compute-fiscal-period'
import { useToast } from '@/components/ui/use-toast'
import { Loader2, Building2 } from 'lucide-react'
import { cn } from '@/lib/utils'
import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
import type { CompanyLookupResult } 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.' },
]
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(() => {})
}
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 ticEnabled = ENABLED_EXTENSION_IDS.has('tic')
const [ticLookup, setTicLookup] = useState<CompanyLookupResult | null>(null)
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'
// Pre-fill the user's folkbokföringsadress from BankID/SPAR enrichment when
// available. The row is persisted (not consumed here) so /select-company and
// repeat /onboarding visits still see it; it's deleted only once a company
// is successfully created (see createCompanyFromOnboarding).
useEffect(() => {
async function loadSparAddress() {
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
router.push('/login')
return
}
try {
const { data: enrichmentRow } = await supabase
.from('extension_data')
.select('value')
.eq('user_id', user.id)
.eq('extension_id', 'tic')
.eq('key', 'bankid_enrichment')
.maybeSingle()
const spar = (enrichmentRow?.value as { spar?: Record<string, string> } | null)?.spar
if (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,
}))
}
} catch (err) {
console.warn(LOG, 'enrichment loading failed (non-blocking)', err)
}
setIsLoading(false)
}
loadSparAddress()
}, [supabase, router])
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)
}
const mergedSettings = { ...settings, ...stepData }
// Validate fiscal period at step 3 before advancing
if (currentStep === 3) {
const periodResult = computeFiscalPeriod(mergedSettings)
if (periodResult.error) {
toast({
title: 'Ogiltigt räkenskapsår',
description: translatePeriodError(periodResult.error),
variant: 'destructive',
})
return
}
}
// Steps 1-3: collect data client-side only, advance step
if (currentStep < totalSteps) {
setSettings(mergedSettings)
setCurrentStep(currentStep + 1)
return
}
// Step 4 (final): create everything via server action.
// Going through a server action ensures that if the Next.js server is
// unreachable, nothing touches Supabase — no ghost companies.
const periodResult = computeFiscalPeriod(mergedSettings)
if (periodResult.error) {
toast({
title: 'Ogiltigt räkenskapsår',
description: translatePeriodError(periodResult.error),
variant: 'destructive',
})
return
}
setIsSaving(true)
try {
const result = await createCompanyFromOnboarding({
teamId,
settings: mergedSettings as Record<string, unknown>,
fiscalPeriod: {
startDate: periodResult.startStr,
endDate: periodResult.endStr,
name: periodResult.periodName,
},
})
if (result.error || !result.companyId) {
logError('create company action failed', { error: result.error })
toast({
title: 'Fel',
description: result.error || 'Kunde inte skapa företag. Försök igen.',
variant: 'destructive',
})
return
}
console.log(LOG, 'onboarding completed', result.companyId)
toast({
title: 'Välkommen!',
description: 'Ditt företag är nu redo.',
})
router.push('/')
} catch (err) {
const message = err instanceof Error ? err.message : String(err)
logError('create company action threw', { error: message })
toast({ title: 'Fel', description: 'Ett oväntat fel uppstod. Försök igen.', variant: 'destructive' })
} finally {
setIsSaving(false)
}
}
const handleBack = () => {
if (currentStep > 1) {
setCurrentStep(currentStep - 1)
}
}
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 && (
<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}
/>
)}
{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>
)
}