Jakob Wennberg
44cff5e5e4
* feat(onboarding): activation quick wins on the Hem checklist First implementation slice of the approved activation concept (artifact de543d57, dev_docs/onboarding_activation_analysis.md §9): - New "Kvitton och underlag" checklist step, gated on the invoice-inbox extension like the Skatteverket step; done once the company has ever received an inbox item (email/WhatsApp/upload). Non-AI companies route to billing, matching the assistant step. - Personalized VAT line in the Skatteverket step: the company's real next momsdeklaration due date from the deadlines table, with an explicit "välj momsperiod" prompt when vat_registered is set but moms_period is null (that state silently generates zero VAT deadlines). - Truthful Att göra empty state: while the setup checklist is open and no journal entry is posted, the all-clear reads "Bokföringen är tom än" instead of a false "Allt klart!". - Activation funnel events (onboarding_setup_step_started / _completed / _dismissed) via posthog-js, mirroring the existing guarded capture pattern; sandbox never renders the block so no extra gate is needed. Pure helpers live in lib/onboarding/checklist.ts with tests; step numbering now adapts to both optional extensions. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * docs: record the receipts-signal and moms-period-guard decisions Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(onboarding): review triage: error-safe emptyLedger, stale-state guard, copy - A failed posted-entries count no longer reads as an empty ledger. - Confirming a suggested match books an entry, so the empty-ledger copy retires for the rest of the session (postedSinceLoad). - 'Bokföringen är tom än så länge' reads naturally. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com> Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
74 lines
2.3 KiB
TypeScript
74 lines
2.3 KiB
TypeScript
import { describe, expect, it } from 'vitest'
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import { checklistNumbers, vatDeadlineLine } from '../checklist'
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describe('vatDeadlineLine', () => {
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it('returns null when the company is not VAT-registered', () => {
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expect(
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vatDeadlineLine({ vatRegistered: false, momsPeriod: 'quarterly', nextVatDueDate: '2026-11-12' })
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).toBeNull()
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expect(
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vatDeadlineLine({ vatRegistered: null, momsPeriod: null, nextVatDueDate: null })
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).toBeNull()
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})
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it('flags the silent zero-deadline misconfiguration when moms_period is unset', () => {
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expect(
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vatDeadlineLine({ vatRegistered: true, momsPeriod: null, nextVatDueDate: null })
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).toEqual({ kind: 'missing_period' })
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// Even with a stray row, an unset period is still a misconfiguration to surface.
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expect(
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vatDeadlineLine({ vatRegistered: true, momsPeriod: undefined, nextVatDueDate: '2026-11-12' })
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).toEqual({ kind: 'missing_period' })
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})
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it('returns the due date when registered with a period and an upcoming row', () => {
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expect(
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vatDeadlineLine({ vatRegistered: true, momsPeriod: 'quarterly', nextVatDueDate: '2026-11-12' })
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).toEqual({ kind: 'date', dueDate: '2026-11-12' })
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})
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it('says nothing when a period is set but no upcoming row surfaced', () => {
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expect(
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vatDeadlineLine({ vatRegistered: true, momsPeriod: 'yearly', nextVatDueDate: null })
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).toBeNull()
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})
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})
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describe('checklistNumbers', () => {
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it('numbers all five steps when both extensions are on', () => {
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expect(checklistNumbers({ hasSkatteverket: true, hasInbox: true })).toEqual({
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count: 5,
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skv: 3,
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receipts: 4,
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assistant: 5,
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})
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})
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it('collapses to four steps without the inbox extension', () => {
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expect(checklistNumbers({ hasSkatteverket: true, hasInbox: false })).toEqual({
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count: 4,
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skv: 3,
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receipts: 4,
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assistant: 4,
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})
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})
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it('collapses to four steps without the skatteverket extension', () => {
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expect(checklistNumbers({ hasSkatteverket: false, hasInbox: true })).toEqual({
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count: 4,
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skv: 3,
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receipts: 3,
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assistant: 4,
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})
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})
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it('collapses to three steps with neither extension', () => {
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expect(checklistNumbers({ hasSkatteverket: false, hasInbox: false })).toEqual({
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count: 3,
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skv: 3,
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receipts: 3,
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assistant: 3,
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})
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})
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})
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