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
This commit is contained in:
Mattsson
2026-04-09 11:54:12 +02:00
committed by GitHub
parent dec9a37d2d
commit bf5a8d9195
24 changed files with 1106 additions and 1178 deletions
+26 -16
View File
@@ -136,27 +136,37 @@ export async function GET(request: NextRequest) {
}
}
// Check if user has completed onboarding (for any company they belong to)
const { data: membership } = await supabase
.from('company_members')
.select('company_id')
// Ensure user has a silent team (for new signups and existing users without one)
const { data: teamMembership } = await supabase
.from('team_members')
.select('team_id')
.eq('user_id', user.id)
.limit(1)
.single()
.maybeSingle()
if (membership?.company_id) {
const { data: settings } = await supabase
.from('company_settings')
.select('onboarding_complete')
.eq('company_id', membership.company_id)
.single()
if (!teamMembership) {
// Create team via service client (RPC requires auth.uid() which isn't available here)
const serviceClient = createServerClient(
process.env.NEXT_PUBLIC_SUPABASE_URL!,
process.env.SUPABASE_SERVICE_ROLE_KEY!,
{ cookies: { getAll: () => [], setAll: () => {} } }
)
if (!settings?.onboarding_complete) {
redirectPath = '/onboarding'
}
} else {
redirectPath = '/onboarding'
const teamId = crypto.randomUUID()
await serviceClient.from('teams').insert({
id: teamId,
name: 'Personal',
created_by: user.id,
})
await serviceClient.from('team_members').insert({
team_id: teamId,
user_id: user.id,
role: 'owner',
})
}
// Always redirect to dashboard — it handles zero-company and incomplete states
redirectPath = '/'
}
// Create redirect and explicitly set auth cookies on the response
+1 -1
View File
@@ -127,7 +127,7 @@ function RegisterPageContent() {
return
}
router.push('/onboarding')
router.push('/')
router.refresh()
} catch (error) {
console.error('[register] BankID signup error', error)
+4
View File
@@ -12,6 +12,7 @@ import { Plus, Search, Users } from 'lucide-react'
import CustomerForm from '@/components/customers/CustomerForm'
import { EmptyCustomers } from '@/components/ui/empty-state'
import Link from 'next/link'
import { useCompany } from '@/contexts/CompanyContext'
import type { Customer, CustomerType, CreateCustomerInput } from '@/types'
const customerTypeLabels: Record<CustomerType, string> = {
@@ -31,6 +32,7 @@ function getInitials(name: string): string {
}
export default function CustomersPage() {
const { company } = useCompany()
const [customers, setCustomers] = useState<Customer[]>([])
const [isLoading, setIsLoading] = useState(true)
const [searchTerm, setSearchTerm] = useState('')
@@ -40,10 +42,12 @@ export default function CustomersPage() {
const supabase = createClient()
async function fetchCustomers() {
if (!company) return
setIsLoading(true)
const { data, error } = await supabase
.from('customers')
.select('*')
.eq('company_id', company.id)
.order('name', { ascending: true })
if (error) {
+6 -3
View File
@@ -8,11 +8,13 @@ import { ToastAction } from '@/components/ui/toast'
import { DeadlineList } from '@/components/deadlines/DeadlineList'
import { PageHeader } from '@/components/ui/page-header'
import { AlertTriangle, ArrowRight } from 'lucide-react'
import { useCompany } from '@/contexts/CompanyContext'
import type { Deadline } from '@/types'
const supabase = createClient()
export default function DeadlinesPage() {
const { company } = useCompany()
const [deadlines, setDeadlines] = useState<Deadline[]>([])
const [customers, setCustomers] = useState<{ id: string; name: string }[]>([])
const [overdueInvoices, setOverdueInvoices] = useState<{ count: number; total: number }>({ count: 0, total: 0 })
@@ -20,15 +22,16 @@ export default function DeadlinesPage() {
const { toast } = useToast()
const fetchData = useCallback(async () => {
if (!company) return
setIsLoading(true)
try {
const today = new Date().toISOString().split('T')[0]
const [deadlinesRes, customersRes, overdueRes] = await Promise.all([
supabase.from('deadlines').select('*, customer:customers(name)').order('due_date', { ascending: true }),
supabase.from('customers').select('id, name').order('name', { ascending: true }),
supabase.from('invoices').select('total_sek, total').in('status', ['sent', 'unpaid']).lt('due_date', today),
supabase.from('deadlines').select('*, customer:customers(name)').eq('company_id', company.id).order('due_date', { ascending: true }),
supabase.from('customers').select('id, name').eq('company_id', company.id).order('name', { ascending: true }),
supabase.from('invoices').select('total_sek, total').eq('company_id', company.id).in('status', ['sent', 'unpaid']).lt('due_date', today),
])
if (deadlinesRes.error) throw deadlinesRes.error
+4
View File
@@ -13,6 +13,7 @@ import { EmptyState } from '@/components/ui/empty-state'
import { useToast } from '@/components/ui/use-toast'
import { formatCurrency } from '@/lib/utils'
import { Plus, Search, Wallet, Clock, AlertCircle } from 'lucide-react'
import { useCompany } from '@/contexts/CompanyContext'
import type { SupplierInvoice } from '@/types'
type ExpenseInvoice = SupplierInvoice & { supplier?: { id: string; name: string } }
@@ -60,6 +61,7 @@ function getRelativeTimeLabel(dueDateStr: string, status: string): { text: strin
}
export default function ExpensesPage() {
const { company } = useCompany()
const [invoices, setInvoices] = useState<ExpenseInvoice[]>([])
const [isLoading, setIsLoading] = useState(true)
const [searchTerm, setSearchTerm] = useState('')
@@ -68,10 +70,12 @@ export default function ExpensesPage() {
const supabase = createClient()
async function fetchExpenses() {
if (!company) return
setIsLoading(true)
const { data, error } = await supabase
.from('supplier_invoices')
.select('*, supplier:suppliers(id, name)')
.eq('company_id', company.id)
.order('due_date', { ascending: true })
if (error) {
+4
View File
@@ -15,6 +15,7 @@ import { formatCurrency, formatDate } from '@/lib/utils'
import { cn } from '@/lib/utils'
import { Plus, Search, Receipt } from 'lucide-react'
import { EmptyInvoices } from '@/components/ui/empty-state'
import { useCompany } from '@/contexts/CompanyContext'
import type { Invoice, InvoiceStatus } from '@/types'
const statusConfig: Record<InvoiceStatus, { label: string; variant: 'default' | 'secondary' | 'success' | 'warning' | 'destructive'; borderColor: string }> = {
@@ -49,6 +50,7 @@ function getRelativeTimeLabel(dueDateStr: string, status: InvoiceStatus): { text
}
export default function InvoicesPage() {
const { company } = useCompany()
const [invoices, setInvoices] = useState<Invoice[]>([])
const [isLoading, setIsLoading] = useState(true)
const [searchTerm, setSearchTerm] = useState('')
@@ -57,10 +59,12 @@ export default function InvoicesPage() {
const supabase = createClient()
async function fetchInvoices() {
if (!company) return
setIsLoading(true)
const { data, error } = await supabase
.from('invoices')
.select('*, customer:customers(name)')
.eq('company_id', company.id)
.order('invoice_date', { ascending: false })
if (error) {
+39 -81
View File
@@ -47,45 +47,8 @@ export default async function DashboardLayout({
const isTeamMember = !!teamMembership
// Consultant with team but no companies — show dashboard with empty state
// No companies — redirect to onboarding
if (!companyId) {
if (isTeamMember) {
const companyContextValue = {
company: null,
role: null,
companies: [],
isTeamMember: true,
team,
}
return (
<CompanyProvider value={companyContextValue}>
<div className="min-h-screen bg-background">
<a
href="#main-content"
className="sr-only focus:not-sr-only focus:fixed focus:top-4 focus:left-4 focus:z-[100] focus:px-4 focus:py-2 focus:bg-primary focus:text-primary-foreground focus:rounded-lg focus:text-sm focus:font-medium"
>
Hoppa till innehåll
</a>
<DashboardNav
companyName={team?.name || 'Mitt team'}
entityType="enskild_firma"
uncategorizedTransactionCount={0}
pendingOperationsCount={0}
isSandbox={false}
extensionNavItems={getExtensionNavItems()}
/>
<main id="main-content" className="safe-area-main-padding md:!pb-0 md:pl-[232px]" role="main">
<div className="max-w-5xl mx-auto px-5 py-8 md:px-8 md:py-10">
{children}
</div>
</main>
<SentryIdentify userId={user.id} email={user.email} />
</div>
</CompanyProvider>
)
}
redirect('/onboarding')
}
@@ -102,42 +65,38 @@ export default async function DashboardLayout({
if (!companyRow || !memberRow) {
// Stale cookie pointing to a deleted/inaccessible company.
// If the user is a team member, render the empty-state dashboard
// instead of redirecting to onboarding (which would cause a loop).
if (isTeamMember) {
const companyContextValue = {
company: null,
role: null,
companies: (allMemberships || []).filter(m => m.companies).map((m) => ({
company: m.companies as unknown as import('@/types').Company,
role: m.role as CompanyRole,
})),
isTeamMember: true,
team,
}
return (
<CompanyProvider value={companyContextValue}>
<div className="min-h-screen bg-background">
<DashboardNav
companyName={team?.name || 'Mitt team'}
entityType="enskild_firma"
uncategorizedTransactionCount={0}
pendingOperationsCount={0}
isSandbox={false}
extensionNavItems={getExtensionNavItems()}
/>
<main id="main-content" className="safe-area-main-padding md:!pb-0 md:pl-[232px]" role="main">
<div className="max-w-5xl mx-auto px-5 py-8 md:px-8 md:py-10">
{children}
</div>
</main>
<SentryIdentify userId={user.id} email={user.email} />
</div>
</CompanyProvider>
)
// Render the empty-state dashboard so user can switch or create a company.
const companyContextValue = {
company: null,
role: null,
companies: (allMemberships || []).filter(m => m.companies).map((m) => ({
company: m.companies as unknown as import('@/types').Company,
role: m.role as CompanyRole,
})),
isTeamMember,
team,
}
redirect('/onboarding')
return (
<CompanyProvider value={companyContextValue}>
<div className="min-h-screen bg-background">
<DashboardNav
companyName="gnubok"
entityType="enskild_firma"
uncategorizedTransactionCount={0}
pendingOperationsCount={0}
isSandbox={false}
extensionNavItems={getExtensionNavItems()}
/>
<main id="main-content" className="safe-area-main-padding md:!pb-0 md:pl-[232px]" role="main">
<div className="max-w-5xl mx-auto px-5 py-8 md:px-8 md:py-10">
{children}
</div>
</main>
<SentryIdentify userId={user.id} email={user.email} />
</div>
</CompanyProvider>
)
}
const [{ data: settings }, { count: uncategorizedCount }, { count: pendingOpsCount }] = await Promise.all([
@@ -158,12 +117,11 @@ export default async function DashboardLayout({
.eq('status', 'pending'),
])
if (!settings?.onboarding_complete) {
redirect('/onboarding')
}
// If onboarding incomplete, still render the dashboard — the page component
// will show the inline onboarding card instead of the normal dashboard content.
// Use company_name from settings as the display name (companies.name may be stale)
const displayName = settings.company_name || companyRow.name
const displayName = settings?.company_name || companyRow.name
const companyWithName = { ...companyRow, name: displayName }
const companyContextValue = {
@@ -181,9 +139,9 @@ export default async function DashboardLayout({
team,
}
const entityType = (settings.entity_type as EntityType) || 'enskild_firma'
const entityType = (settings?.entity_type as EntityType) || 'enskild_firma'
const isSandbox = settings.is_sandbox === true
const isSandbox = settings?.is_sandbox === true
return (
<CompanyProvider value={companyContextValue}>
@@ -197,7 +155,7 @@ export default async function DashboardLayout({
</a>
{isSandbox && <SandboxBanner />}
<DashboardNav
companyName={settings.company_name || 'Min verksamhet'}
companyName={settings?.company_name || 'Min verksamhet'}
entityType={entityType}
uncategorizedTransactionCount={uncategorizedCount ?? 0}
pendingOperationsCount={pendingOpsCount ?? 0}
@@ -214,7 +172,7 @@ export default async function DashboardLayout({
<RecaptIdentify
userId={user.id}
email={user.email}
displayName={settings.company_name || undefined}
displayName={settings?.company_name || undefined}
/>
)}
</div>
+5 -19
View File
@@ -2,7 +2,6 @@ import { createClient } from '@/lib/supabase/server'
import { redirect } from 'next/navigation'
import { cookies } from 'next/headers'
import DashboardContent from '@/components/dashboard/DashboardContent'
import ConsultantEmptyState from '@/components/dashboard/ConsultantEmptyState'
import { getActiveCompanyId } from '@/lib/company/context'
import type { Deadline, ReceiptQueueSummary, OnboardingProgress } from '@/types'
@@ -34,24 +33,6 @@ export default async function DashboardPage() {
}
if (!companyId) {
// Consultants (team members) see an empty state; solo users go to onboarding
const { data: teamMembership } = await supabase
.from('team_members')
.select('team_id')
.eq('user_id', user.id)
.limit(1)
.maybeSingle()
if (teamMembership) {
const { data: profile } = await supabase
.from('profiles')
.select('full_name')
.eq('id', user.id)
.single()
const firstName = profile?.full_name?.split(' ')[0] || null
return <ConsultantEmptyState firstName={firstName} />
}
redirect('/onboarding')
}
@@ -122,6 +103,11 @@ export default async function DashboardPage() {
const firstName = profile?.full_name?.split(' ')[0] || null
// If onboarding is not complete, redirect to onboarding
if (!settings?.onboarding_complete) {
redirect('/onboarding')
}
const onboardingProgress: OnboardingProgress = {
hasCustomers: (customerCount || 0) > 0,
hasInvoices: (invoiceCount || 0) > 0,
+4
View File
@@ -11,6 +11,7 @@ import { useToast } from '@/components/ui/use-toast'
import { Plus, Search, Building2, Globe } from 'lucide-react'
import SupplierForm from '@/components/suppliers/SupplierForm'
import Link from 'next/link'
import { useCompany } from '@/contexts/CompanyContext'
import type { Supplier, SupplierType, CreateSupplierInput } from '@/types'
const supplierTypeLabels: Record<SupplierType, string> = {
@@ -26,6 +27,7 @@ const supplierTypeIcons: Record<SupplierType, React.ElementType> = {
}
export default function SuppliersPage() {
const { company } = useCompany()
const [suppliers, setSuppliers] = useState<Supplier[]>([])
const [isLoading, setIsLoading] = useState(true)
const [searchTerm, setSearchTerm] = useState('')
@@ -35,10 +37,12 @@ export default function SuppliersPage() {
const supabase = createClient()
async function fetchSuppliers() {
if (!company) return
setIsLoading(true)
const { data, error } = await supabase
.from('suppliers')
.select('*')
.eq('company_id', company.id)
.order('name', { ascending: true })
if (error) {
+4
View File
@@ -104,10 +104,12 @@ export default function TransactionsPage() {
const PAGE_SIZE = 200
async function fetchTransactions() {
if (!company) return
setIsLoading(true)
const { data: txData, error: txError } = await supabase
.from('transactions')
.select('*')
.eq('company_id', company.id)
.order('date', { ascending: false })
.limit(PAGE_SIZE)
@@ -165,11 +167,13 @@ export default function TransactionsPage() {
}
async function loadMoreTransactions() {
if (!company) return
setIsLoadingMore(true)
const offset = transactions.length
const { data: txData, error: txError } = await supabase
.from('transactions')
.select('*')
.eq('company_id', company.id)
.order('date', { ascending: false })
.range(offset, offset + PAGE_SIZE - 1)
+5 -3
View File
@@ -10,9 +10,11 @@ export default async function OnboardingLayout({
const { data: { user } } = await supabase.auth.getUser()
return (
<>
{children}
<div className="min-h-screen bg-background flex items-center justify-center">
<div className="w-full max-w-lg px-5">
{children}
</div>
{user && <SentryIdentify userId={user.id} email={user.email} />}
</>
</div>
)
}
+41 -803
View File
@@ -1,808 +1,46 @@
'use client'
import { createClient } from '@/lib/supabase/server'
import { redirect } from 'next/navigation'
import WelcomeOnboarding from '@/components/dashboard/WelcomeOnboarding'
import { useState, useEffect, Suspense } from 'react'
import { useRouter } from 'next/navigation'
import Image from 'next/image'
import * as Sentry from '@sentry/nextjs'
import { createClient } from '@/lib/supabase/client'
import { useToast } from '@/components/ui/use-toast'
import { Loader2 } from 'lucide-react'
import { cn } from '@/lib/utils'
import { Button } from '@/components/ui/button'
import { validatePeriodDuration } from '@/lib/bookkeeping/validate-period-duration'
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 type { CompanyRole } from '@/extensions/general/tic/lib/bankid-types'
export const dynamic = 'force-dynamic'
import Step1EntityType from '@/components/onboarding/Step1EntityType'
import Step2CompanyDetails from '@/components/onboarding/Step2CompanyDetails'
import Step3TaxRegistration from '@/components/onboarding/Step3TaxRegistration'
import Step4VatAccounting from '@/components/onboarding/Step4VatAccounting'
export default async function OnboardingPage() {
const supabase = await createClient()
const STEP_INFO = [
{ title: 'Välkommen', subtitle: 'Välj din företagsform för att komma igång.', label: 'Företagsform' },
{ title: 'Ditt företag', subtitle: 'Uppgifterna visas på fakturor och dokument.', label: 'Uppgifter' },
{ title: 'F-skatt & räkenskapsår', subtitle: 'Ange din skatteregistrering och räkenskapsår.', label: 'Skatt' },
{ title: 'Moms & bokföring', subtitle: 'Momsregistrering och bokföringsmetod.', label: 'Moms' },
]
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
redirect('/login')
}
/** 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.'
}
export default function OnboardingPage() {
return (
<Suspense fallback={
<div className="min-h-screen flex items-center justify-center">
<Loader2 className="h-8 w-8 animate-spin text-muted-foreground" />
</div>
}>
<OnboardingPageContent />
</Suspense>
)
}
const LOG = '[onboarding]'
/** Log to browser console, Vercel server logs (via API), and Sentry. */
function logError(message: string, extra?: Record<string, unknown>) {
console.error(LOG, message, extra ?? '')
// Send to server so it appears in Vercel Logs
fetch('/api/log', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ message, extra }),
}).catch(() => {}) // fire-and-forget, never block the UI
Sentry.captureMessage(`onboarding: ${message}`, {
level: 'error',
extra: { ...extra, component: 'onboarding' },
})
}
function OnboardingPageContent() {
const router = useRouter()
const { toast } = useToast()
const supabase = createClient()
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<CompanyRole[]>([])
const [orgNumberLocked, setOrgNumberLocked] = useState(false)
const totalSteps = 4
// Detect stuck state: onboarding marked complete but still on this page
useEffect(() => {
if (settings.onboarding_complete && !isLoading) {
const timeout = setTimeout(() => {
logError('still on onboarding page after onboarding_complete=true — redirect may have failed')
}, 3000)
return () => clearTimeout(timeout)
}
}, [settings.onboarding_complete, isLoading])
// Load existing settings on mount
useEffect(() => {
async function loadSettings() {
const { data: { user }, error: authError } = await supabase.auth.getUser()
if (authError) {
logError('auth.getUser() failed on mount', { message: authError.message })
}
if (!user) {
logError('no authenticated user on mount, redirecting to login')
router.push('/login')
return
}
// Check for unprocessed invite token (fallback if auth callback didn't process it)
const cookieMatch = document.cookie.match(/gnubok-invite-token=([^;]+)/)
const inviteToken = cookieMatch?.[1]
if (inviteToken) {
try {
const res = await fetch('/api/team/accept', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ token: inviteToken }),
})
if (res.ok) {
// Clear the cookie
document.cookie = 'gnubok-invite-token=; path=/; max-age=0'
console.log(LOG, 'invite accepted via fallback — redirecting to dashboard')
router.push('/')
return
}
// Log the failure to help diagnose
const errBody = await res.json().catch(() => ({}))
console.error(LOG, 'fallback invite acceptance returned non-ok', {
status: res.status,
error: errBody.error,
})
} catch (err) {
console.error(LOG, 'fallback invite acceptance failed:', err)
}
// Clear cookie regardless to avoid retry loops
document.cookie = 'gnubok-invite-token=; path=/; max-age=0'
}
// Check if user is already in a team (consultant) — skip onboarding
const { data: teamMember } = await supabase
.from('team_members')
.select('id')
.eq('user_id', user.id)
.limit(1)
.maybeSingle()
if (teamMember) {
console.log(LOG, 'user already in a team — redirecting to dashboard')
window.location.href = '/'
return
}
// Check if user already has a company via company_members
const { data: membership } = await supabase
.from('company_members')
.select('company_id')
.eq('user_id', user.id)
.order('created_at', { ascending: true })
.limit(1)
.single()
if (membership?.company_id) {
const { data, error } = await supabase
.from('company_settings')
.select('*')
.eq('company_id', membership.company_id)
.single()
if (error && error.code !== 'PGRST116') {
logError('failed to load settings', { message: error.message, code: error.code })
}
// If this company is already onboarded (invited user joining existing company),
// skip onboarding entirely and go to dashboard
if (data?.onboarding_complete) {
console.log(LOG, 'company already onboarded — redirecting to dashboard')
router.push('/')
return
}
setCompanyId(membership.company_id)
if (data) {
const step = data.onboarding_step || 1
const clampedStep = step > totalSteps ? totalSteps : step
if (step > totalSteps) {
logError('onboarding_step exceeds totalSteps — clamped', { step, totalSteps })
}
// Important milestone: where we resume
console.log(LOG, 'resuming at step', clampedStep, { entity_type: data.entity_type })
setSettings(data)
setCurrentStep(clampedStep)
}
}
// Load BankID enrichment data if available (one-time use)
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?: CompanyRole[] }
// Extract active companies
const activeCompanies = (enrichment.companyRoles ?? []).filter(
(c: CompanyRole) => c.companyStatus === 'Aktivt' && c.positionEnd === null
)
if (activeCompanies.length > 0) {
setEnrichmentCompanies(activeCompanies)
}
// Pre-fill SPAR address if not already set
if (enrichment.spar && !settings.address_line1) {
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)
}
loadSettings()
}, [supabase, router, toast])
const saveSettings = async (updates: Partial<CompanySettings>, nextStep?: number) => {
const targetStep = nextStep ?? currentStep
setIsSaving(true)
try {
const { data: { user }, error: authError } = await supabase.auth.getUser()
if (authError) {
logError('auth.getUser() failed during save', { message: authError.message, step: targetStep })
}
if (!user) {
logError('save aborted: no authenticated user', { step: targetStep })
router.push('/login')
return false
}
const updatedSettings = {
...settings,
...updates,
onboarding_step: targetStep,
}
if (!companyId) {
logError('save aborted: no companyId', { step: targetStep })
return false
}
// Remove read-only and transient fields before updating
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, details: error.details })
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 unexpectedly', { 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>) => {
// Fix org number bug: clear dependent fields when entity type changes
if (currentStep === 1 && stepData.entity_type && stepData.entity_type !== settings.entity_type) {
console.warn(LOG, 'entity type changed from', settings.entity_type, 'to', stepData.entity_type, '— clearing dependent fields')
stepData = { ...stepData, org_number: '', company_name: '' }
setTicLookup(null)
}
// Step 1: Create company + membership + user_preferences if no companyId yet
let activeCompanyId = companyId
if (currentStep === 1 && !activeCompanyId) {
try {
const { data: { user }, error: authError } = await supabase.auth.getUser()
if (authError) {
logError('auth.getUser() failed before company creation', { message: authError.message })
}
if (!user) {
logError('company creation skipped: no user')
router.push('/login')
return
}
// Atomically create company + owner membership + set active
const { data: newCompanyId, error: rpcError } = await supabase.rpc('create_company_with_owner', {
p_name: 'Mitt företag',
p_entity_type: stepData.entity_type,
})
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
// For step 1, companyId state may not be updated yet (React batching).
// Save settings directly with activeCompanyId to avoid the race condition.
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 (company details): 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 to companies table', {
message: nameError.message,
code: nameError.code,
})
}
}
// After step 1 (entity type selection): 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('chart of accounts seeding failed', {
entity_type: stepData.entity_type,
message: rpcError.message,
code: rpcError.code,
details: rpcError.details,
})
}
} catch (err) {
logError('chart of accounts seeding threw', { error: String(err) })
Sentry.captureException(err)
}
}
// After step 3 (tax registration): create initial fiscal period
if (currentStep === 3 && companyId) {
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) {
// First fiscal year: use exact dates provided
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 {
// Ongoing: compute 12-month period from fiscal_year_start_month
let startMonth = stepData.fiscal_year_start_month || settings.fiscal_year_start_month || 1
// For enskild firma: force calendar year
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}`
}
// Validate period duration
const validationError = validatePeriodDuration(startStr, endStr)
if (validationError) {
logError('fiscal period validation failed', {
validationError, startStr, endStr, isFirstYear, entity_type: settings.entity_type,
})
toast({
title: 'Ogiltigt räkenskapsår',
description: translatePeriodError(validationError),
variant: 'destructive',
})
setCurrentStep(3)
return
}
// Delete any existing fiscal periods that have no journal entries,
// so re-running onboarding with different dates doesn't create
// overlapping periods (DB exclusion constraint would reject it).
const { data: existingPeriods, error: fetchPeriodsError } = await supabase
.from('fiscal_periods')
.select('id')
.eq('company_id', companyId)
if (fetchPeriodsError) {
logError('failed to fetch existing fiscal periods', {
message: fetchPeriodsError.message, code: fetchPeriodsError.code,
})
}
if (existingPeriods && existingPeriods.length > 0) {
for (const ep of existingPeriods) {
const { count, error: countError } = await supabase
.from('journal_entries')
.select('id', { count: 'exact', head: true })
.eq('fiscal_period_id', ep.id)
if (countError) {
logError('failed to count journal entries for period', { periodId: ep.id, message: countError.message })
continue
}
if (count === 0) {
const { error: deleteError } = await supabase
.from('fiscal_periods')
.delete()
.eq('id', ep.id)
if (deleteError) {
logError('failed to delete empty fiscal period', { periodId: ep.id, message: deleteError.message })
}
}
}
}
const { error: upsertError } = await supabase.from('fiscal_periods').upsert({
company_id: companyId,
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, code: upsertError.code, details: upsertError.details,
})
}
} 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
}
// Important milestone
console.log(LOG, 'onboarding completed')
toast({
title: 'Välkommen!',
description: 'Din profil är nu redo.',
})
router.push('/')
} else {
setCurrentStep(nextStep)
}
}
const handleBack = () => {
if (currentStep > 1) {
setCurrentStep(currentStep - 1)
}
}
const handleSkip = async () => {
const nextStep = currentStep + 1
const success = await saveSettings({}, nextStep)
if (!success) {
logError('skip failed: saveSettings returned false', { step: currentStep })
return
}
setCurrentStep(nextStep)
}
/** Handle selecting a company from BankID enrichment */
const handleEnrichmentSelect = (company: CompanyRole) => {
const entityType = mapEntityType(company.legalEntityType)
if (!entityType) return
// Auto-set entity type, org number, and company name
setSettings((prev) => ({
...prev,
entity_type: entityType,
org_number: company.companyRegistrationNumber,
company_name: company.legalName,
}))
setOrgNumberLocked(true)
setEnrichmentCompanies([]) // Dismiss picker
}
if (isLoading) {
return (
<div className="min-h-screen flex items-center justify-center bg-background">
<Loader2 className="h-8 w-8 animate-spin text-muted-foreground" />
</div>
)
}
const stepInfo = STEP_INFO[currentStep - 1]
const renderSteps = () => (
<>
{currentStep === 1 && enrichmentCompanies.length > 0 && (
<div className="mb-6 space-y-3">
<p className="text-sm font-medium">Vi hittade dessa foretag 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-background px-2 text-muted-foreground">eller valj foretagsform 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}
/>
)}
</>
)
// ── Steps 14 ──
return (
<div className="min-h-screen flex flex-col bg-background">
{/* ── Branded Header ── */}
<header className="relative bg-[#141414] text-white overflow-hidden">
{/* Decorative elements */}
<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%)',
}}
/>
<span className="absolute -bottom-4 right-4 md:right-10 text-[120px] md:text-[160px] font-display font-bold text-white/[0.02] leading-none select-none">
{String(currentStep).padStart(2, '0')}
</span>
</div>
<div className="relative z-10 max-w-2xl mx-auto w-full px-6 md:px-10 pt-5 pb-6 md:pt-6 md:pb-8">
{/* Top row: Logo + step indicator + counter */}
<div className="flex items-center justify-between mb-5 md:mb-6">
<div className="flex items-center gap-2.5">
<Image
src="/gnubokiceon-removebg-preview.png"
alt="Gnubok"
width={30}
height={30}
className="invert opacity-90"
/>
<span className="font-display text-base tracking-tight">gnubok</span>
</div>
{/* Step indicator — inline with logo row */}
<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-7 bg-white',
num < currentStep && 'w-4 bg-white/50',
num > currentStep && 'w-4 bg-white/[0.1]',
)}
/>
)
})}
</div>
<span className="text-[10px] text-white/30 tracking-[0.15em] uppercase">
{currentStep} / {totalSteps}
</span>
</div>
{/* Step title — compact */}
<div key={`title-${currentStep}`} className="animate-fade-in">
<h1 className="font-display text-2xl md:text-3xl font-medium tracking-tight leading-[1.1]">
{stepInfo.title}
</h1>
<p className="text-white/40 mt-1.5 text-sm max-w-sm leading-relaxed">
{stepInfo.subtitle}
</p>
</div>
</div>
</header>
{/* ── Form Content ── */}
<main className="flex-1">
<div className="max-w-lg mx-auto px-6 md:px-10 py-6 md:py-8">
<div key={`step-${currentStep}`} className="animate-slide-up">
{renderSteps()}
</div>
</div>
</main>
</div>
)
// Check if user already has companies (adding another vs first-time)
const { data: existingMembership } = await supabase
.from('company_members')
.select('company_id')
.eq('user_id', user.id)
.limit(1)
.maybeSingle()
const hasCompanies = !!existingMembership
// Fetch profile and team
const [{ data: profile }, { data: teamMembership }] = await Promise.all([
supabase.from('profiles').select('full_name').eq('id', user.id).single(),
supabase.from('team_members').select('team_id').eq('user_id', user.id).limit(1).maybeSingle(),
])
let teamId = teamMembership?.team_id
// Ensure user has a team (fallback for edge cases)
if (!teamId) {
const { data: newTeamId } = await supabase.rpc('ensure_user_team')
teamId = newTeamId
}
if (!teamId) {
redirect('/login')
}
const firstName = profile?.full_name?.split(' ')[0] || null
return <WelcomeOnboarding firstName={firstName} teamId={teamId} skipWelcome hasExistingCompanies={hasCompanies} />
}
@@ -170,9 +170,7 @@ export async function GET(request: Request) {
.eq('company_id', companyId)
.single()
const redirectTarget = userSettings?.onboarding_complete
? `/settings/banking?bank_connected=true&connection_id=${connectionId}`
: `/onboarding?bank_connected=true&connection_id=${connectionId}`
const redirectTarget = `/settings/banking?bank_connected=true&connection_id=${connectionId}`
return NextResponse.redirect(`${baseUrl}${redirectTarget}`)
} catch (error) {
+21 -1
View File
@@ -77,7 +77,9 @@ function NewCompanyContent() {
const totalSteps = 4
// Just verify auth on mount
const [teamId, setTeamId] = useState<string | null>(null)
// Verify auth and fetch team_id on mount
useEffect(() => {
async function checkAuth() {
const { data: { user } } = await supabase.auth.getUser()
@@ -85,6 +87,23 @@ function NewCompanyContent() {
router.push('/login')
return
}
// Fetch user's team_id
const { data: teamMembership } = await supabase
.from('team_members')
.select('team_id')
.eq('user_id', user.id)
.limit(1)
.maybeSingle()
if (teamMembership?.team_id) {
setTeamId(teamMembership.team_id)
} else {
// Ensure user has a team (fallback)
const { data: newTeamId } = await supabase.rpc('ensure_user_team')
setTeamId(newTeamId)
}
setIsLoading(false)
}
checkAuth()
@@ -162,6 +181,7 @@ function NewCompanyContent() {
const { data: newCompanyId, error: companyError } = await supabase.rpc('create_company_with_owner', {
p_name: 'Nytt företag',
p_entity_type: stepData.entity_type,
p_team_id: teamId,
})
if (companyError || !newCompanyId) {
+70 -141
View File
@@ -10,7 +10,7 @@ import { switchCompany } from '@/lib/company/actions'
import { Check, ChevronsUpDown, Plus, Loader2 } from 'lucide-react'
export default function CompanySwitcher() {
const { company, companies, isTeamMember, team } = useCompany()
const { company, companies } = useCompany()
const router = useRouter()
const [open, setOpen] = useState(false)
const [isPending, startTransition] = useTransition()
@@ -43,7 +43,6 @@ export default function CompanySwitcher() {
// Update position when opening (run twice: once to render, once to measure)
useEffect(() => {
if (!open) return
// First frame: portal mounts, second frame: we can measure it
const raf = requestAnimationFrame(() => updatePosition())
return () => cancelAnimationFrame(raf)
}, [open, updatePosition])
@@ -88,124 +87,31 @@ export default function CompanySwitcher() {
})
}
const canOpen = companies.length > 0 || isTeamMember
// For team members: show team name as header, active company below
// For self-service: just show company name
if (team) {
return (
<div>
<button
ref={triggerRef}
onClick={() => canOpen && setOpen(!open)}
className={cn(
'flex flex-col w-full text-left rounded-lg transition-colors',
canOpen && 'hover:bg-muted/40 -mx-1 px-1 py-0.5',
)}
aria-expanded={open}
aria-haspopup="listbox"
>
<div className="flex items-center gap-1.5 w-full">
<p className="text-[13px] font-semibold text-foreground truncate tracking-[-0.01em] flex-1">
{team.name}
</p>
{canOpen && (
<ChevronsUpDown className="h-3 w-3 text-muted-foreground flex-shrink-0" />
)}
</div>
{company && (
<p className="text-[11px] text-muted-foreground truncate">
{company.name}
</p>
)}
</button>
{open && createPortal(
<div
ref={dropdownRef}
className="fixed min-w-56 w-max max-w-[calc(100vw-1rem)] bg-card border border-border/60 rounded-lg shadow-lg z-[60] py-1 animate-in fade-in slide-in-from-top-1 duration-150"
style={{ top: dropdownPos.top, left: dropdownPos.left }}
>
{companies.length > 0 && (
<>
<div className="px-2 py-1.5">
<p className="text-[10px] font-semibold text-muted-foreground uppercase tracking-[0.08em] px-1.5">
Företag
</p>
</div>
<div className="max-h-48 overflow-y-auto px-1">
{companies.map(({ company: c, role }) => (
<button
key={c.id}
onClick={() => handleSwitch(c.id)}
disabled={isPending}
className={cn(
'flex items-center gap-2 w-full px-2.5 py-2 text-left text-[13px] leading-snug transition-colors rounded-md md:whitespace-nowrap',
c.id === company?.id
? 'text-foreground bg-muted/40'
: 'text-muted-foreground hover:text-foreground hover:bg-muted/40',
isPending && 'opacity-50',
)}
role="option"
aria-selected={c.id === company?.id}
>
<span className="flex-1 min-w-0">{c.name}</span>
{role !== 'owner' && (
<span className="text-[10px] text-muted-foreground/60 flex-shrink-0">
{role}
</span>
)}
{c.id === company?.id && (
<Check className="h-3.5 w-3.5 text-primary flex-shrink-0" />
)}
{isPending && c.id !== company?.id && (
<Loader2 className="h-3 w-3 animate-spin text-muted-foreground flex-shrink-0" />
)}
</button>
))}
</div>
</>
)}
<div className={cn(companies.length > 0 && 'border-t border-border/40 mt-1 pt-1', 'px-1')}>
<Link
href="/companies/new"
onClick={() => setOpen(false)}
className="flex items-center gap-2 px-2.5 py-2 text-[13px] text-muted-foreground hover:text-foreground hover:bg-muted/40 rounded-md transition-colors md:whitespace-nowrap"
>
<Plus className="h-3.5 w-3.5" />
Lägg till företag
</Link>
</div>
</div>,
document.body
)}
</div>
)
}
// Self-service user (no team) — simple company display
// Always allow opening the dropdown (to show "Lägg till företag")
const hasMultiple = companies.length > 1
const canOpen = companies.length > 0
// No companies yet — hide the switcher entirely
if (!company && companies.length === 0) {
return null
}
return (
<div>
<button
ref={triggerRef}
onClick={() => hasMultiple && setOpen(!open)}
className={cn(
'flex items-center gap-1.5 w-full text-left rounded-lg transition-colors',
hasMultiple && 'hover:bg-muted/40 -mx-1 px-1 py-0.5',
)}
onClick={() => setOpen(!open)}
className="flex items-center gap-1.5 w-full text-left rounded-lg border border-transparent hover:border-border/60 hover:bg-muted/40 -mx-1 px-2 py-1.5 transition-all duration-150"
aria-expanded={open}
aria-haspopup="listbox"
>
<p className="text-[13px] font-semibold text-foreground truncate tracking-[-0.01em] flex-1">
{company?.name || 'Min verksamhet'}
</p>
{hasMultiple && (
<ChevronsUpDown className="h-3 w-3 text-muted-foreground flex-shrink-0" />
)}
<div className="flex-1 min-w-0">
<p className="text-[10px] text-muted-foreground/60 uppercase tracking-[0.06em] leading-none mb-1">Företag</p>
<p className="text-[13px] font-semibold text-foreground truncate tracking-[-0.01em]">
{company?.name || 'Min verksamhet'}
</p>
</div>
<ChevronsUpDown className="h-3 w-3 text-muted-foreground flex-shrink-0" />
</button>
{open && createPortal(
@@ -214,36 +120,59 @@ export default function CompanySwitcher() {
className="fixed min-w-56 w-max max-w-[calc(100vw-1rem)] bg-card border border-border/60 rounded-lg shadow-lg z-[60] py-1 animate-in fade-in slide-in-from-top-1 duration-150"
style={{ top: dropdownPos.top, left: dropdownPos.left }}
>
<div className="max-h-48 overflow-y-auto px-1">
{companies.map(({ company: c, role }) => (
<button
key={c.id}
onClick={() => handleSwitch(c.id)}
disabled={isPending}
className={cn(
'flex items-center gap-2 w-full px-2.5 py-2 text-left text-[13px] leading-snug transition-colors rounded-md md:whitespace-nowrap',
c.id === company?.id
? 'text-foreground bg-muted/40'
: 'text-muted-foreground hover:text-foreground hover:bg-muted/40',
isPending && 'opacity-50',
)}
role="option"
aria-selected={c.id === company?.id}
>
<span className="flex-1 min-w-0">{c.name}</span>
{role !== 'owner' && (
<span className="text-[10px] text-muted-foreground/60 flex-shrink-0">
{role}
</span>
)}
{c.id === company?.id && (
<Check className="h-3.5 w-3.5 text-primary flex-shrink-0" />
)}
{isPending && c.id !== company?.id && (
<Loader2 className="h-3 w-3 animate-spin text-muted-foreground flex-shrink-0" />
)}
</button>
))}
{companies.length > 0 && (
<>
{hasMultiple && (
<div className="px-2 py-1.5">
<p className="text-[10px] font-semibold text-muted-foreground uppercase tracking-[0.08em] px-1.5">
Företag
</p>
</div>
)}
<div className="max-h-48 overflow-y-auto px-1">
{companies.map(({ company: c, role }) => (
<button
key={c.id}
onClick={() => handleSwitch(c.id)}
disabled={isPending}
className={cn(
'flex items-center gap-2 w-full px-2.5 py-2 text-left text-[13px] leading-snug transition-colors rounded-md md:whitespace-nowrap',
c.id === company?.id
? 'text-foreground bg-muted/40'
: 'text-muted-foreground hover:text-foreground hover:bg-muted/40',
isPending && 'opacity-50',
)}
role="option"
aria-selected={c.id === company?.id}
>
<span className="flex-1 min-w-0">{c.name}</span>
{role !== 'owner' && (
<span className="text-[10px] text-muted-foreground/60 flex-shrink-0">
{role}
</span>
)}
{c.id === company?.id && (
<Check className="h-3.5 w-3.5 text-primary flex-shrink-0" />
)}
{isPending && c.id !== company?.id && (
<Loader2 className="h-3 w-3 animate-spin text-muted-foreground flex-shrink-0" />
)}
</button>
))}
</div>
</>
)}
<div className={cn(companies.length > 0 && 'border-t border-border/40 mt-1 pt-1', 'px-1')}>
<Link
href="/onboarding"
onClick={() => setOpen(false)}
className="flex items-center gap-2 px-2.5 py-2 text-[13px] text-muted-foreground hover:text-foreground hover:bg-muted/40 rounded-md transition-colors md:whitespace-nowrap"
>
<Plus className="h-3.5 w-3.5" />
Lägg till företag
</Link>
</div>
</div>,
document.body
@@ -32,7 +32,7 @@ export default function ConsultantEmptyState({ firstName }: ConsultantEmptyState
</p>
<Link
href="/companies/new"
href="/onboarding"
className="inline-flex items-center gap-2 px-5 py-2.5 rounded-lg bg-primary text-primary-foreground text-sm font-medium hover:bg-primary/90 transition-colors active:scale-[0.98]"
>
<Plus className="h-4 w-4" />
+7 -7
View File
@@ -21,7 +21,6 @@ import {
} from 'lucide-react'
import { getAllExtensions } from '@/lib/extensions/sectors'
import { resolveIcon } from '@/lib/extensions/icon-resolver'
import { useCompany } from '@/contexts/CompanyContext'
import type { QuickActionDefinition } from '@/lib/extensions/types'
import type { CompanySettings, Deadline, ReceiptQueueSummary, OnboardingProgress } from '@/types'
@@ -51,15 +50,19 @@ interface DashboardContentProps {
}
export default function DashboardContent({ firstName, settings, summary, onboardingProgress }: DashboardContentProps) {
const { isTeamMember } = useCompany()
const [showAllAlerts, setShowAllAlerts] = useState(false)
const [showMore, setShowMore] = useState(false)
const [greeting, setGreeting] = useState('Hej')
// Setup gate — blocks dashboard until user imports data or chooses fresh start
// Consultants (team members) skip this — they go straight to the dashboard
const needsSetup = !isTeamMember && onboardingProgress && !onboardingProgress.hasBankConnected && !onboardingProgress.hasSIEImport
const needsSetup = onboardingProgress && !onboardingProgress.hasBankConnected && !onboardingProgress.hasSIEImport
const [setupGateActive, setSetupGateActive] = useState(!!needsSetup)
useEffect(() => {
const hour = new Date().getHours()
setGreeting(hour < 5 ? 'God natt' : hour < 10 ? 'Godmorgon' : hour < 14 ? 'Hej' : hour < 18 ? 'God eftermiddag' : 'God kväll')
}, [])
useEffect(() => {
if (!needsSetup) {
setSetupGateActive(false)
@@ -252,9 +255,6 @@ export default function DashboardContent({ firstName, settings, summary, onboard
{ href: '/transactions', icon: ArrowLeftRight, label: 'Transaktioner', desc: 'Bokför' },
]
const hour = new Date().getHours()
const greeting = hour < 5 ? 'God natt' : hour < 10 ? 'Godmorgon' : hour < 14 ? 'Hej' : hour < 18 ? 'God eftermiddag' : 'God kväll'
const passedDeadlinesCount = summary.deadlines.filter(d => !d.is_completed && new Date(d.due_date) <= new Date()).length
const pendingReceiptsCount = summary.receiptQueue
? summary.receiptQueue.pending_review_count + summary.receiptQueue.unmatched_receipts_count
+634
View File
@@ -0,0 +1,634 @@
'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>
)
}
+2 -2
View File
@@ -16,7 +16,7 @@ interface NavItem {
export function SettingsNav({ isSandbox }: { isSandbox?: boolean }) {
const pathname = usePathname()
const router = useRouter()
const { company, isTeamMember } = useCompany()
const { company } = useCompany()
const hasCompany = !!company
const hasBankingExtension = ENABLED_EXTENSION_IDS.has('enable-banking')
@@ -27,7 +27,7 @@ export function SettingsNav({ isSandbox }: { isSandbox?: boolean }) {
{ href: '/settings/invoicing', label: 'Fakturering', show: hasCompany },
{ href: '/settings/bookkeeping', label: 'Bokföring', show: hasCompany },
{ href: '/settings/tax', label: 'Skatt', show: hasCompany },
{ href: '/settings/team', label: 'Lag', show: isTeamMember },
{ href: '/settings/team', label: 'Lag', show: false },
{ href: '/settings/banking', label: 'Bank (PSD2)', show: hasCompany && !isSandbox && hasBankingExtension },
{ href: '/settings/templates', label: 'Mallar', show: hasCompany },
{ href: '/settings/account', label: 'Konto', show: true },
+51 -30
View File
@@ -22,7 +22,7 @@ import type { TICCompanyProfile } from './lib/tic-types'
import type { BankIdCompleteRequest } from './lib/bankid-types'
import type { CompanyLookupResult } from '@/lib/company-lookup/types'
import { hashPersonalNumber, encryptPersonalNumber } from '@/lib/auth/bankid'
import { createServiceClientNoCookies } from '@/lib/auth/api-keys'
import { createServiceClient } from '@/lib/supabase/server'
import crypto from 'crypto'
// Server-side per-IP rate limit for /bankid/start (each call = billable TIC session)
@@ -450,7 +450,9 @@ export const ticExtension: Extension = {
)
}
if (mode === 'signup' && !email) {
const trimmedEmail = email?.trim().toLowerCase()
if (mode === 'signup' && !trimmedEmail) {
return NextResponse.json(
{ error: 'email is required for signup' },
{ status: 400 }
@@ -468,7 +470,7 @@ export const ticExtension: Extension = {
const { personalNumber, givenName, surname, name } = session.user
const pnrHash = hashPersonalNumber(personalNumber)
const supabase = createServiceClientNoCookies()
const supabase = createServiceClient()
// Look up existing BankID identity
const { data: existing } = await supabase
@@ -525,30 +527,51 @@ export const ticExtension: Extension = {
)
}
// Create new Supabase user
const randomPassword = crypto.randomBytes(32).toString('base64url')
const { data: newUser, error: createError } = await supabase.auth.admin.createUser({
email: email!,
email_confirm: true,
password: randomPassword,
user_metadata: { full_name: name },
})
// Check if email is already taken by a non-BankID user
const { data: existingByEmail } = await supabase
.from('profiles')
.select('id')
.eq('email', trimmedEmail!)
.single()
if (createError || !newUser?.user) {
console.error('[tic/bankid] createUser failed', createError)
return NextResponse.json(
{ error: 'Failed to create account', message: createError?.message },
{ status: 500 }
)
let userId: string
let isNewUser = true
if (existingByEmail) {
// Email already exists — link BankID to existing account
userId = existingByEmail.id
isNewUser = false
await supabase.auth.admin.updateUserById(userId, {
app_metadata: { bankid_linked: true },
user_metadata: { full_name: name },
})
} else {
// Create new Supabase user
const randomPassword = crypto.randomBytes(32).toString('base64url')
const { data: newUser, error: createError } = await supabase.auth.admin.createUser({
email: trimmedEmail!,
email_confirm: true,
password: randomPassword,
user_metadata: { full_name: name },
})
if (createError || !newUser?.user) {
console.error('[tic/bankid] createUser failed', { email: trimmedEmail, status: createError?.status, code: (createError as any)?.code, message: createError?.message })
return NextResponse.json(
{ error: 'Failed to create account', message: createError?.message },
{ status: 500 }
)
}
userId = newUser.user.id
// Mark user as BankID-linked (skips TOTP MFA)
await supabase.auth.admin.updateUserById(userId, {
app_metadata: { bankid_linked: true },
})
}
const userId = newUser.user.id
// Mark user as BankID-linked (skips TOTP MFA)
await supabase.auth.admin.updateUserById(userId, {
app_metadata: { bankid_linked: true },
})
// Store BankID identity
const { error: insertError } = await supabase
.from('bankid_identities')
@@ -562,8 +585,6 @@ export const ticExtension: Extension = {
if (insertError) {
console.error('[tic/bankid] insert bankid_identities failed', insertError)
// Clean up the created user if identity linking fails
await supabase.auth.admin.deleteUser(userId)
return NextResponse.json(
{ error: 'Failed to link BankID identity' },
{ status: 500 }
@@ -573,7 +594,7 @@ export const ticExtension: Extension = {
// Generate magic link for session
const { data: link, error: linkError } = await supabase.auth.admin.generateLink({
type: 'magiclink',
email: email!,
email: trimmedEmail!,
})
if (linkError || !link?.properties?.hashed_token) {
@@ -613,7 +634,7 @@ export const ticExtension: Extension = {
data: {
tokenHash: link.properties.hashed_token,
type: 'magiclink',
isNewUser: true,
isNewUser,
},
})
} catch (error) {
@@ -681,7 +702,7 @@ export const ticExtension: Extension = {
const { personalNumber, givenName, surname } = session.user
const pnrHash = hashPersonalNumber(personalNumber)
const supabase = createServiceClientNoCookies()
const supabase = createServiceClient()
// Check personnummer not already linked to another user
const { data: existing } = await supabase
@@ -746,7 +767,7 @@ export const ticExtension: Extension = {
return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
}
const supabase = createServiceClientNoCookies()
const supabase = createServiceClient()
// Delete bankid_identities row
const { error: deleteError } = await supabase
+18
View File
@@ -1,3 +1,21 @@
/**
* A person's role/position in a Swedish company, from BankID enrichment.
* Defined in core so onboarding components can import it without
* violating the CI constraint (no core → @/extensions/ imports).
*/
export interface EnrichmentCompanyRole {
companyId: number
companyRegistrationNumber: string
legalName: string
legalEntityType: string
positionTypes: string[]
positionDescriptions: string[]
positionStart: string
positionEnd: string | null
companyStatus: string
signatureDescription?: string
}
/**
* Generic company lookup result — provider-agnostic.
* Defined in core so onboarding components can import it without
+7 -66
View File
@@ -58,23 +58,8 @@ export async function updateSession(request: NextRequest) {
pathname.startsWith('/sandbox') ||
pathname.startsWith('/invite')
) {
// If user is logged in and trying to access auth pages, redirect to dashboard or onboarding
// If user is logged in and trying to access auth pages, redirect to dashboard
if (user) {
const companyId = await resolveCompanyForMiddleware(supabase, user.id, request)
if (!companyId) {
return NextResponse.redirect(new URL('/onboarding', request.url))
}
const { data: settings } = await supabase
.from('company_settings')
.select('onboarding_complete')
.eq('company_id', companyId)
.single()
if (!settings?.onboarding_complete) {
return NextResponse.redirect(new URL('/onboarding', request.url))
}
return NextResponse.redirect(new URL('/', request.url))
}
return supabaseResponse
@@ -102,8 +87,9 @@ export async function updateSession(request: NextRequest) {
}
// MFA required but user has no factor enrolled yet → force enrollment
// (skip during onboarding — let them finish setup first)
if (!pathname.startsWith('/onboarding')) {
// Skip for users with no companies (still setting up)
const companyIdForMfa = await resolveCompanyForMiddleware(supabase, user.id, request)
if (companyIdForMfa) {
const { data: factors } = await supabase.auth.mfa.listFactors()
const hasVerifiedFactor = factors?.totp?.some(f => f.status === 'verified')
@@ -116,27 +102,8 @@ export async function updateSession(request: NextRequest) {
// Company context resolution
const companyId = await resolveCompanyForMiddleware(supabase, user.id, request)
// No companies at all
// No companies — only allow /onboarding, redirect everything else there
if (!companyId) {
// Check if user is in a team (consultant without companies yet).
// Team members should reach the dashboard (which shows an empty state)
// rather than being forced through company onboarding.
const { data: teamMember } = await supabase
.from('team_members')
.select('id')
.eq('user_id', user.id)
.limit(1)
.maybeSingle()
if (teamMember) {
// Consultant with a team but no companies — allow dashboard access
if (pathname.startsWith('/onboarding')) {
return NextResponse.redirect(new URL('/', request.url))
}
return supabaseResponse
}
// No team, no companies → redirect to onboarding
if (pathname.startsWith('/onboarding')) {
return supabaseResponse
}
@@ -152,37 +119,11 @@ export async function updateSession(request: NextRequest) {
maxAge: 60 * 60 * 24 * 365,
})
// Select-company page — allow access (for switching companies)
if (pathname.startsWith('/select-company') || pathname.startsWith('/companies/new')) {
// Allow access to onboarding (for adding new companies), select-company, and companies/new
if (pathname.startsWith('/select-company') || pathname.startsWith('/companies/new') || pathname.startsWith('/onboarding')) {
return supabaseResponse
}
// Onboarding route - only accessible if not complete
if (pathname.startsWith('/onboarding')) {
const { data: settings } = await supabase
.from('company_settings')
.select('onboarding_complete')
.eq('company_id', companyId)
.single()
if (settings?.onboarding_complete) {
return NextResponse.redirect(new URL('/', request.url))
}
return supabaseResponse
}
// Dashboard routes - require completed onboarding for active company
const { data: settings } = await supabase
.from('company_settings')
.select('onboarding_complete')
.eq('company_id', companyId)
.single()
if (!settings?.onboarding_complete) {
return NextResponse.redirect(new URL('/onboarding', request.url))
}
return supabaseResponse
}
@@ -16,7 +16,6 @@ VALUES (
ARRAY['text/plain']
)
ON CONFLICT (id) DO NOTHING;
ON CONFLICT (id) DO NOTHING;
-- =============================================================================
-- 2. INSERT policy: Users can upload to companies they belong to
@@ -0,0 +1,151 @@
-- Migration: Silent teams for all users
--
-- Every user now gets a silent team at signup. This migration:
-- 1. Creates an ensure_user_team() RPC for idempotent team creation
-- 2. Backfills: creates teams for existing users who don't have one
-- 3. Assigns orphaned companies (team_id IS NULL) to their owner's team
-- 4. Deletes incomplete companies (mid-onboarding, no journal entries)
-- =============================================================================
-- 1. NEW RPC: ensure_user_team()
-- =============================================================================
-- Idempotently ensures the calling user has a team.
-- Returns the team_id (existing or newly created).
CREATE OR REPLACE FUNCTION public.ensure_user_team()
RETURNS uuid
LANGUAGE plpgsql
SECURITY DEFINER
SET search_path = public
AS $$
DECLARE
v_user_id uuid;
v_team_id uuid;
BEGIN
v_user_id := auth.uid();
IF v_user_id IS NULL THEN
RAISE EXCEPTION 'Not authenticated';
END IF;
-- Check if user already has a team
SELECT team_id INTO v_team_id
FROM public.team_members
WHERE user_id = v_user_id
LIMIT 1;
IF v_team_id IS NOT NULL THEN
RETURN v_team_id;
END IF;
-- Create a new team (name doesn't matter — hidden from UI)
INSERT INTO public.teams (name, created_by)
VALUES ('Personal', v_user_id)
RETURNING id INTO v_team_id;
-- Add user as team owner
INSERT INTO public.team_members (team_id, user_id, role)
VALUES (v_team_id, v_user_id, 'owner');
RETURN v_team_id;
END;
$$;
GRANT EXECUTE ON FUNCTION public.ensure_user_team() TO authenticated;
-- =============================================================================
-- 2. BACKFILL: Create teams for existing users without one
-- =============================================================================
-- Find all users who have company_members rows but no team_members rows.
-- Create a team for each and add them as owner.
DO $$
DECLARE
rec RECORD;
v_team_id uuid;
BEGIN
FOR rec IN
SELECT DISTINCT cm.user_id
FROM public.company_members cm
WHERE NOT EXISTS (
SELECT 1 FROM public.team_members tm WHERE tm.user_id = cm.user_id
)
LOOP
-- Create team
INSERT INTO public.teams (name, created_by)
VALUES ('Personal', rec.user_id)
RETURNING id INTO v_team_id;
-- Add as owner
INSERT INTO public.team_members (team_id, user_id, role)
VALUES (v_team_id, rec.user_id, 'owner');
-- Assign all companies owned by this user to the new team
UPDATE public.companies
SET team_id = v_team_id
WHERE created_by = rec.user_id
AND team_id IS NULL;
END LOOP;
END;
$$;
-- =============================================================================
-- 3. Assign any remaining orphaned companies to their creator's team
-- =============================================================================
-- Edge case: companies where team_id IS NULL but the creator already has a team
-- (e.g., they were a team member but also had solo companies).
UPDATE public.companies c
SET team_id = (
SELECT tm.team_id
FROM public.team_members tm
WHERE tm.user_id = c.created_by
LIMIT 1
)
WHERE c.team_id IS NULL
AND EXISTS (
SELECT 1 FROM public.team_members tm WHERE tm.user_id = c.created_by
);
-- =============================================================================
-- 4. Delete incomplete companies (mid-onboarding cleanup)
-- =============================================================================
-- Only delete companies where:
-- - onboarding_complete is false or no settings row exists
-- - There are zero journal entries
-- - There are zero transactions
-- This is safe because no real bookkeeping data exists.
DO $$
DECLARE
rec RECORD;
v_je_count int;
v_tx_count int;
BEGIN
FOR rec IN
SELECT c.id AS company_id
FROM public.companies c
LEFT JOIN public.company_settings cs ON cs.company_id = c.id
WHERE (cs.onboarding_complete IS NULL OR cs.onboarding_complete = false)
LOOP
-- Check for journal entries
SELECT count(*) INTO v_je_count
FROM public.journal_entries
WHERE company_id = rec.company_id;
-- Check for transactions
SELECT count(*) INTO v_tx_count
FROM public.transactions
WHERE company_id = rec.company_id;
-- Only delete if truly empty
IF v_je_count = 0 AND v_tx_count = 0 THEN
-- Delete dependent rows first (order matters for FK constraints)
DELETE FROM public.company_settings WHERE company_id = rec.company_id;
DELETE FROM public.fiscal_periods WHERE company_id = rec.company_id;
DELETE FROM public.chart_of_accounts WHERE company_id = rec.company_id;
DELETE FROM public.company_members WHERE company_id = rec.company_id;
DELETE FROM public.companies WHERE id = rec.company_id;
END IF;
END LOOP;
END;
$$;