885f362a29
Replace PSD2 bank integration as the default with file-based bank import (CSV/XML), which better suits Swedish sole traders and small companies. Enable Banking is now an opt-in extension. - Phase 1: Extract generic transaction ingestion service (ingest.ts) with dedup, auto-categorization, and OCR-based invoice matching - Phase 2: Bank file parser library supporting Nordea, SEB, Swedbank, Handelsbanken CSV formats and ISO 20022 camt.053 XML - Phase 3: Database migration adding import_source, reference columns and bank_file_imports tracking table - Phase 4: Import wizard UI (5-step flow) and API routes for parse/execute - Phase 5: Move Enable Banking to extensions/enable-banking/ with commented-out loader entry for opt-in activation - Phase 6: 104 new tests (ingestion + all parser formats), fixing Nordea detection overlap and camt.053 XML tag collision bugs Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
218 lines
6.5 KiB
TypeScript
218 lines
6.5 KiB
TypeScript
'use client'
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import { useState, useEffect } from 'react'
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import Link from 'next/link'
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import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
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import { Button } from '@/components/ui/button'
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import { Progress } from '@/components/ui/progress'
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import {
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Check,
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Circle,
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Users,
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Receipt,
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Building2,
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Camera,
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Sparkles,
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X,
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ChevronRight,
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} from 'lucide-react'
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import { cn } from '@/lib/utils'
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interface ChecklistItem {
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id: string
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label: string
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description: string
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href: string
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icon: React.ComponentType<{ className?: string }>
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completed: boolean
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}
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interface NewUserChecklistProps {
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hasCustomers: boolean
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hasInvoices: boolean
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hasBankConnected: boolean
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hasReceipts: boolean
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onDismiss?: () => void
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className?: string
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}
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const CHECKLIST_DISMISSED_KEY = 'erp_checklist_dismissed'
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export default function NewUserChecklist({
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hasCustomers,
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hasInvoices,
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hasBankConnected,
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hasReceipts,
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onDismiss,
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className,
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}: NewUserChecklistProps) {
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const [isDismissed, setIsDismissed] = useState(true) // Start hidden until we check localStorage
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const [isAnimatingOut, setIsAnimatingOut] = useState(false)
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useEffect(() => {
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// Check if checklist has been dismissed
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const dismissed = localStorage.getItem(CHECKLIST_DISMISSED_KEY)
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setIsDismissed(dismissed === 'true')
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}, [])
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const items: ChecklistItem[] = [
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{
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id: 'account',
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label: 'Skapa konto',
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description: 'Du har ett konto!',
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href: '#',
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icon: Check,
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completed: true, // Always completed if they're seeing this
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},
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{
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id: 'customer',
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label: 'Lägg till din första kund',
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description: 'Spara kunduppgifter för enkel fakturering',
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href: '/customers/new',
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icon: Users,
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completed: hasCustomers,
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},
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{
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id: 'invoice',
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label: 'Skicka din första faktura',
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description: 'Skapa en professionell faktura på 60 sekunder',
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href: '/invoices/new',
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icon: Receipt,
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completed: hasInvoices,
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},
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{
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id: 'bank',
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label: 'Importera transaktioner',
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description: 'Importera kontoutdrag från din bank',
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href: '/import',
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icon: Building2,
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completed: hasBankConnected,
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},
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{
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id: 'receipt',
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label: 'Skanna ditt första kvitto',
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description: 'Fotografera för automatisk bokföring',
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href: '/receipts/scan',
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icon: Camera,
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completed: hasReceipts,
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},
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]
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const completedCount = items.filter((item) => item.completed).length
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const progress = (completedCount / items.length) * 100
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const allCompleted = completedCount === items.length
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const handleDismiss = () => {
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setIsAnimatingOut(true)
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setTimeout(() => {
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localStorage.setItem(CHECKLIST_DISMISSED_KEY, 'true')
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setIsDismissed(true)
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onDismiss?.()
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}, 300)
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}
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// Don't show if dismissed or all completed
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if (isDismissed) {
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return null
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}
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// Auto-dismiss after all completed with celebration
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if (allCompleted && !isAnimatingOut) {
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return (
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<Card className={cn('border-success/50 bg-success/5', className)}>
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<CardContent className="pt-6">
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<div className="flex items-center gap-4">
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<div className="p-3 rounded-full bg-success/10">
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<Sparkles className="h-6 w-6 text-success" />
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</div>
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<div className="flex-1">
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<p className="font-medium text-success">Snyggt jobbat!</p>
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<p className="text-sm text-muted-foreground">
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Du har slutfört alla steg. Nu är du redo att köra!
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</p>
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</div>
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<Button variant="ghost" size="sm" onClick={handleDismiss}>
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<X className="h-4 w-4" />
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</Button>
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</div>
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</CardContent>
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</Card>
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)
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}
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return (
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<Card
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className={cn(
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'transition-all duration-300',
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isAnimatingOut && 'opacity-0 scale-95',
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className
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)}
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>
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<CardHeader className="pb-3">
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<div className="flex items-center justify-between">
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<div className="flex items-center gap-3">
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<div className="p-2 rounded-lg bg-primary/10">
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<Sparkles className="h-4 w-4 text-primary" />
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</div>
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<div>
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<CardTitle className="text-base">Kom igång</CardTitle>
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<p className="text-sm text-muted-foreground">
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{completedCount} av {items.length} steg klara
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</p>
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</div>
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</div>
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<Button
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variant="ghost"
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size="icon"
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className="h-8 w-8 text-muted-foreground"
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onClick={handleDismiss}
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>
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<X className="h-4 w-4" />
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<span className="sr-only">Stäng checklista</span>
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</Button>
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</div>
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<Progress value={progress} className="h-1.5 mt-3" />
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</CardHeader>
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<CardContent className="pt-0">
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<ul className="space-y-1">
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{items.map((item) => {
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const Icon = item.icon
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return (
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<li key={item.id}>
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{item.completed ? (
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<div className="flex items-center gap-3 p-2 rounded-lg">
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<div className="p-1 rounded-full bg-success/10">
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<Check className="h-3.5 w-3.5 text-success" />
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</div>
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<span className="text-sm text-muted-foreground line-through">
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{item.label}
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</span>
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</div>
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) : (
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<Link
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href={item.href}
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className="group flex items-center gap-3 p-2 rounded-lg hover:bg-secondary/50 transition-colors"
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>
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<div className="p-1 rounded-full border border-border">
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<Circle className="h-3.5 w-3.5 text-muted-foreground" />
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</div>
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<div className="flex-1 min-w-0">
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<p className="text-sm font-medium group-hover:text-primary transition-colors">
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{item.label}
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</p>
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<p className="text-xs text-muted-foreground truncate">
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{item.description}
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</p>
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</div>
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<ChevronRight className="h-4 w-4 text-muted-foreground group-hover:text-primary group-hover:translate-x-0.5 transition-all" />
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</Link>
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)}
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</li>
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)
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})}
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</ul>
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</CardContent>
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</Card>
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)
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}
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