Files
accounted/components/onboarding/NewUserChecklist.tsx
T
Mattsson e11f70b347 Bug/gh issues fiz (#1103)
* refactor: optimize page loading and data fetching

* fix: resolve recurring production runtime errors

* feat: add MCP company and customer updates

* fix: handle year-end tax adjustments

* feat: harden annual report compliance

* fix: expand invoice logo and font support

* fix: sanitize API route error responses

* fix: sanitize user-facing error messages

* feat: persist onboarding and tax assessment notices

* fix: reduce cloud backup audit churn

* feat: refine invoice editor layout

* fix: show saved tax adjustments in INK2

* fix: complete annual report API mappings

* docs: record operational safeguards and decisions

* fix: harden annual report review findings

* fix: adjust column span for description based on VAT registration

* New css class name
2026-07-21 23:00:15 +02:00

192 lines
7.1 KiB
TypeScript

'use client'
import { useEffect, useState } from 'react'
import { useRouter } from 'next/navigation'
import Link from 'next/link'
import { useTranslations } from 'next-intl'
import {
ArrowRight,
ArrowRightLeft,
FileCheck,
Landmark,
MessageCircle,
Sparkles,
} from 'lucide-react'
import { Button } from '@/components/ui/button'
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
import { cn } from '@/lib/utils'
import { useErrorToast } from '@/lib/hooks/use-error-toast'
import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
import { useCapability } from '@/contexts/CompanyContext'
import { CAPABILITY } from '@/lib/entitlements/keys'
import type { InitialSetupPath, InitialSetupState } from '@/types'
interface NewUserChecklistProps {
initialState: InitialSetupState
className?: string
hasBookkeepingImported?: boolean
hasBankConnected?: boolean
hasSkatteverketConnected?: boolean
hasAgentBuilt?: boolean
}
const pathIcons = {
migration: ArrowRightLeft,
bank: Landmark,
fresh: Sparkles,
} as const
export default function NewUserChecklist({
initialState,
className,
hasBookkeepingImported = false,
hasBankConnected = false,
hasSkatteverketConnected = false,
hasAgentBuilt = false,
}: NewUserChecklistProps) {
const t = useTranslations('initial_setup')
const router = useRouter()
const showError = useErrorToast()
const hasAi = useCapability(CAPABILITY.ai)
const [state, setState] = useState(initialState)
const [saving, setSaving] = useState<InitialSetupPath | 'dismiss' | 'complete' | null>(null)
const hasMigration = ENABLED_EXTENSION_IDS.has('arcim-migration')
const hasBanking = ENABLED_EXTENSION_IDS.has('enable-banking')
const hasSkatteverket = ENABLED_EXTENSION_IDS.has('skatteverket')
const persist = async (
body: Record<string, unknown>,
pending: InitialSetupPath | 'dismiss' | 'complete',
): Promise<InitialSetupState | null> => {
setSaving(pending)
try {
const response = await fetch('/api/onboarding/state', {
method: 'PATCH',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(body),
})
if (!response.ok) {
await showError(response, { context: 'settings' })
return null
}
const payload = await response.json() as { data: InitialSetupState }
setState(payload.data)
return payload.data
} catch (error) {
await showError(error, { context: 'settings' })
return null
} finally {
setSaving(null)
}
}
useEffect(() => {
const selectedPathComplete =
(state.path === 'migration' && hasBookkeepingImported) ||
(state.path === 'bank' && hasBankConnected)
if (!state.completedAt && selectedPathComplete && saving === null) {
void persist({ completed: true }, 'complete')
}
// persist intentionally stays out: its identity follows the toast hook and
// would retrigger this completion sync after every render.
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [hasBankConnected, hasBookkeepingImported, saving, state.completedAt, state.path])
if (state.dismissedAt || state.completedAt) return null
const choosePath = async (path: InitialSetupPath) => {
const updated = await persist({ path }, path)
if (!updated || path === 'fresh') return
if (path === 'migration') {
router.push(hasMigration ? '/import?mode=migration' : '/import?mode=sie')
} else {
router.push(hasBanking ? '/import?mode=psd2' : '/import?mode=bank')
}
}
if (!state.path) {
return (
<Card className={cn('border-foreground/20', className)}>
<CardHeader className="pb-4">
<CardTitle className="text-lg">{t('title')}</CardTitle>
<CardDescription>{t('description')}</CardDescription>
</CardHeader>
<CardContent className="grid gap-3 md:grid-cols-3">
{(['migration', 'bank', 'fresh'] as const).map((path) => {
const Icon = pathIcons[path]
return (
<button
key={path}
type="button"
disabled={saving !== null}
onClick={() => void choosePath(path)}
className="group min-h-28 rounded-lg border border-border p-4 text-left transition-colors hover:border-foreground/40 hover:bg-secondary focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring disabled:opacity-50"
>
<div className="flex items-center justify-between gap-3">
<Icon className="h-5 w-5" />
<ArrowRight className="h-4 w-4 text-muted-foreground transition-transform group-hover:translate-x-0.5" />
</div>
<p className="mt-4 text-sm font-medium">{t(`${path}_title`)}</p>
<p className="mt-1 text-xs leading-relaxed text-muted-foreground">
{t(`${path}_description`)}
</p>
</button>
)
})}
</CardContent>
</Card>
)
}
const primaryHref = state.path === 'migration'
? (hasMigration ? '/import?mode=migration' : '/import?mode=sie')
: (hasBanking ? '/import?mode=psd2' : '/import?mode=bank')
const PrimaryIcon = pathIcons[state.path]
return (
<Card className={cn('border-foreground/20', className)}>
<CardHeader className="pb-4">
<div className="flex flex-col gap-3 sm:flex-row sm:items-start sm:justify-between">
<div>
<CardTitle className="text-lg">{t(`${state.path}_selected_title`)}</CardTitle>
<CardDescription className="mt-1">{t(`${state.path}_selected_description`)}</CardDescription>
</div>
<Button
variant="ghost"
size="sm"
disabled={saving !== null}
onClick={() => void persist({ dismissed: true }, 'dismiss')}
>
{t('dismiss')}
</Button>
</div>
</CardHeader>
<CardContent className="flex flex-col gap-4 sm:flex-row sm:items-center sm:justify-between">
<Button asChild>
<Link href={primaryHref}>
<PrimaryIcon className="mr-2 h-4 w-4" />
{t(`${state.path}_action`)}
</Link>
</Button>
<div className="flex flex-wrap items-center gap-x-4 gap-y-2 text-xs text-muted-foreground">
{hasSkatteverket && !hasSkatteverketConnected && (
// The authorize endpoint redirects off-site to Skatteverket.
// eslint-disable-next-line @next/next/no-html-link-for-pages
<a href="/api/extensions/ext/skatteverket/authorize?return_to=/" className="inline-flex min-h-10 items-center hover:text-foreground">
<FileCheck className="mr-2 h-4 w-4" />
{t('optional_skatteverket')}
</a>
)}
{!hasAgentBuilt && (
<Link href={hasAi ? '/onboarding/agent' : '/settings/billing'} className="inline-flex min-h-10 items-center hover:text-foreground">
<MessageCircle className="mr-2 h-4 w-4" />
{t('optional_assistant')}
</Link>
)}
</div>
</CardContent>
</Card>
)
}