Files
accounted/lib/company/actions.ts
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

285 lines
11 KiB
TypeScript

'use server'
import { createClient } from '@/lib/supabase/server'
import { setActiveCompany, CompanyContextError } from '@/lib/company/context'
import { revalidatePath } from 'next/cache'
import { normalizeOrgNumber } from '@/lib/company-lookup/normalize-org-number'
import { normalizeVatNumber, isValidSwedishVatNumber, deriveSwedishVatNumber } from '@/lib/vat/vat-number'
import {
regenerateTaxDeadlinesForUser,
toDeadlineSettings,
} from '@/lib/tax/deadline-generator'
import type { CompanySettingsForDeadlines } from '@/lib/tax/deadline-config'
import type { CompanyLookupResult } from '@/lib/company-lookup/types'
import { getErrorMessage } from '@/lib/errors/get-error-message'
/**
* Switch the active company. Returns an error *code* (translated by the
* caller, same pattern as `org_number_invalid` below): 'not_member' when the
* user lacks membership, 'persist_failed' when the user_preferences write
* failed or could not be verified (#701).
*/
export async function switchCompany(companyId: string): Promise<{ error?: string }> {
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
return { error: 'Unauthorized' }
}
try {
await setActiveCompany(supabase, user.id, companyId)
// No revalidatePath: the client performs a hard navigation
// (window.location.assign) after this action returns, which wipes
// every React/router/fetch cache wholesale. revalidatePath would be a
// no-op and would just race with the hard reload.
return {}
} catch (err) {
console.error('[switchCompany] failed', err)
if (err instanceof CompanyContextError && err.code === 'not_member') {
return { error: 'not_member' }
}
// persist_failed and anything unexpected: a retryable failure, not a
// permissions problem: don't tell the user they lack access.
return { error: 'persist_failed' }
}
}
/**
* Create a company from onboarding wizard data.
*
* This runs on the server so that if the Next.js server is unavailable when
* the user clicks the final "Fortsätt" button, the action never reaches
* Supabase and no ghost company is created. All operations (company,
* membership, chart of accounts, settings, fiscal period, active company)
* happen sequentially; if any step after company creation fails the company
* is rolled back to avoid partial state.
*/
export async function createCompanyFromOnboarding(params: {
teamId: string
settings: Record<string, unknown>
fiscalPeriod: {
startDate: string
endDate: string
name: string
}
// Optional TIC lookup result captured during the onboarding form. When
// supplied, persisted to companies.tic_snapshot so downstream features
// (specialized accountant agent composer, MCP briefing) can read the same
// Bolagsverket-sourced data the form used. Empty for manual entry paths.
ticLookup?: CompanyLookupResult | null
}): Promise<{ companyId?: string; error?: string }> {
try {
return await createCompanyFromOnboardingImpl(params)
} catch (err) {
// Defensive top-level catch: a thrown error escapes to the client as
// an opaque Next.js server-action exception with no message in dev
// and a redacted message in prod. Logging the full error here gives
// us a server-side trace and returns a localized fallback to the UI.
console.error('[createCompanyFromOnboarding] unexpected error', err)
return { error: getErrorMessage(err, { context: 'settings' }) }
}
}
async function createCompanyFromOnboardingImpl(params: {
teamId: string
settings: Record<string, unknown>
fiscalPeriod: { startDate: string; endDate: string; name: string }
ticLookup?: CompanyLookupResult | null
}): Promise<{ companyId?: string; error?: string }> {
const supabase = await createClient()
const { data: { user } } = await supabase.auth.getUser()
if (!user) {
return { error: 'Unauthorized' }
}
const entityType = params.settings.entity_type as string | undefined
if (entityType !== 'enskild_firma' && entityType !== 'aktiebolag') {
return { error: 'Ogiltig företagsform.' }
}
const companyName = (params.settings.company_name as string | undefined) || 'Mitt företag'
// Org-number format validation. We intentionally do NOT enforce
// uniqueness: the same org number may legitimately appear on multiple
// companies (a separate test copy of your real company, or a consultant
// and the owner each tracking the same entity). Tenant isolation
// (RLS + company_id) is the real boundary, not org-number uniqueness.
//
// normalizeOrgNumber returns null for malformed input: we refuse rather
// than storing a value that would break SIE/SRU exports later.
const rawOrgNumber = params.settings.org_number as string | undefined
const cleanedOrgNumber = normalizeOrgNumber(rawOrgNumber)
if (rawOrgNumber && rawOrgNumber.trim() && !cleanedOrgNumber) {
return { error: 'org_number_invalid' }
}
// 1. Create company + owner membership atomically via RPC
const { data: newCompanyId, error: companyError } = await supabase.rpc('create_company_with_owner', {
p_name: companyName,
p_entity_type: entityType,
p_team_id: params.teamId,
})
if (companyError || !newCompanyId) {
console.error('[createCompanyFromOnboarding] company creation failed', companyError)
return { error: 'Kunde inte skapa företag. Försök igen.' }
}
// Helper: roll back the company if a subsequent step fails. Deletes in FK
// order. Each delete is error-checked so a failed cleanup leaves a trace
// instead of silently stranding partial company data behind a generic
// "try again" message.
const rollback = async (reason: string, err: unknown) => {
console.error(`[createCompanyFromOnboarding] rolling back ${newCompanyId}: ${reason}`, err)
const deletions: Array<[table: string, run: () => PromiseLike<{ error: unknown }>]> = [
['company_settings', () => supabase.from('company_settings').delete().eq('company_id', newCompanyId)],
['fiscal_periods', () => supabase.from('fiscal_periods').delete().eq('company_id', newCompanyId)],
['chart_of_accounts', () => supabase.from('chart_of_accounts').delete().eq('company_id', newCompanyId)],
['company_members', () => supabase.from('company_members').delete().eq('company_id', newCompanyId)],
['companies', () => supabase.from('companies').delete().eq('id', newCompanyId)],
]
for (const [table, run] of deletions) {
const { error: deleteError } = await run()
if (deleteError) {
console.error(
`[createCompanyFromOnboarding] rollback delete failed for ${table} (company ${newCompanyId})`,
deleteError,
)
}
}
}
// Mirror the normalized org_number onto the companies row so future
// duplicate checks and cross-references are reliable. MUST be error-checked
// and rolled back on failure: otherwise the freshly-created company would
// exist without an org_number and the duplicate guard would never match it
// for any future user (the very guard this code is enforcing).
if (cleanedOrgNumber) {
const { error: orgUpdateError } = await supabase
.from('companies')
.update({ org_number: cleanedOrgNumber })
.eq('id', newCompanyId)
if (orgUpdateError) {
await rollback('org_number update failed', orgUpdateError)
return { error: 'Kunde inte spara organisationsnummer. Försök igen.' }
}
}
// Persist whatever lookup data the wizard already gathered. Do NOT call
// /profile here: that handler fans out to 13 Lens calls and the 5 s
// timeout in tic-fetch.ts ate ~530 wasted calls in May before yielding
// zero snapshots (every signup's /profile timed out, but the in-flight
// upstream fetches still counted against quota). The agent build path
// (app/(onboarding)/onboarding/agent/page.tsx) calls ensureTicSnapshot
// with upgradeV1: true lazily, which is the right place: only companies
// that actually reach agent onboarding spend the budget.
if (params.ticLookup) {
const { error: ticErr } = await supabase
.from('companies')
.update({
tic_snapshot: params.ticLookup,
tic_snapshot_fetched_at: new Date().toISOString(),
})
.eq('id', newCompanyId)
if (ticErr) {
console.warn('[createCompanyFromOnboarding] tic snapshot persist failed', ticErr)
}
}
// 2. Seed chart of accounts
const { error: coaError } = await supabase.rpc('seed_chart_of_accounts', {
p_company_id: newCompanyId,
p_entity_type: entityType,
})
if (coaError) {
await rollback('COA seeding failed', coaError)
return { error: 'Kunde inte skapa kontoplan. Försök igen.' }
}
// 3. Save settings (strip UI-only and managed fields)
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
} = params.settings
// Defence in depth: this upsert bypasses UpdateSettingsSchema, so never persist
// a VAT number blind. Normalise to the canonical SE+12 form; if it isn't
// structurally valid (e.g. the legacy SE+14 personnummer derivation), re-derive
// it from the org number, falling back to null rather than storing a malformed
// momsregistreringsnummer.
if (typeof settingsToSave.vat_number === 'string' && settingsToSave.vat_number) {
const normalized = normalizeVatNumber(settingsToSave.vat_number)
settingsToSave.vat_number = isValidSwedishVatNumber(normalized)
? normalized
: deriveSwedishVatNumber(settingsToSave.org_number as string | null | undefined)
}
const { error: settingsError } = await supabase
.from('company_settings')
.upsert(
{
...settingsToSave,
company_id: newCompanyId,
onboarding_complete: true,
onboarding_step: 4,
},
{ onConflict: 'company_id' },
)
if (settingsError) {
await rollback('settings upsert failed', settingsError)
return { error: 'Kunde inte spara inställningar. Försök igen.' }
}
// 4. Create fiscal period
const { error: periodError } = await supabase.from('fiscal_periods').upsert(
{
company_id: newCompanyId,
name: params.fiscalPeriod.name,
period_start: params.fiscalPeriod.startDate,
period_end: params.fiscalPeriod.endDate,
},
{ onConflict: 'company_id,period_start,period_end' },
)
if (periodError) {
await rollback('fiscal period upsert failed', periodError)
return { error: 'Kunde inte skapa räkenskapsår. Försök igen.' }
}
// 5. Create the automatic tax deadlines while the onboarding data is still
// available. Treat this as part of company creation so a new company never
// starts in the broken state where valid settings exist without deadlines.
try {
await regenerateTaxDeadlinesForUser(
supabase,
newCompanyId,
toDeadlineSettings(settingsToSave as Partial<CompanySettingsForDeadlines>),
)
} catch (deadlineError) {
await rollback('tax deadline generation failed', deadlineError)
return { error: 'Kunde inte skapa skattedeadlines. Försök igen.' }
}
// 6. Set as active company
try {
await setActiveCompany(supabase, user.id, newCompanyId)
} catch (err) {
// Non-fatal: the company was created successfully; the user can switch manually
console.error('[createCompanyFromOnboarding] setActiveCompany failed', err)
}
revalidatePath('/')
return { companyId: newCompanyId }
}