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>
50 lines
1.9 KiB
TypeScript
50 lines
1.9 KiB
TypeScript
import type { MomsPeriod } from '@/types'
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/**
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* What the Skatteverket checklist step should say about VAT deadlines.
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*
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* - 'date': the company's next momsdeklaration due date is known; show it.
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* - 'missing_period': the company is VAT-registered but moms_period is unset,
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* which makes the deadline engine silently generate ZERO VAT deadlines
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* (lib/tax/deadline-config.ts conditions all require a concrete period).
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* An empty deadlines query in that state means misconfiguration, not
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* "no VAT duty", so the UI must prompt for the period instead of showing
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* nothing.
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* - null: not VAT-registered (no line), or VAT-registered with a period set
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* but no upcoming row surfaced (transient or horizon gap; say nothing
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* rather than guessing).
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*/
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export type VatDeadlineLine =
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| { kind: 'date'; dueDate: string }
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| { kind: 'missing_period' }
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| null
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export function vatDeadlineLine(input: {
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vatRegistered: boolean | null | undefined
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momsPeriod: MomsPeriod | null | undefined
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nextVatDueDate: string | null | undefined
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}): VatDeadlineLine {
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if (!input.vatRegistered) return null
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if (!input.momsPeriod) return { kind: 'missing_period' }
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if (!input.nextVatDueDate) return null
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return { kind: 'date', dueDate: input.nextVatDueDate }
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}
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/**
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* Display ordinals for the setup checklist steps. Books and bank are always
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* present; Skatteverket and the receipts/inbox step render only when their
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* extensions are enabled; the assistant step is always last. `count` drives
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* the "{count} steg så är bokföringen igång" title.
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*/
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export function checklistNumbers(gates: { hasSkatteverket: boolean; hasInbox: boolean }): {
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count: number
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skv: number
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receipts: number
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assistant: number
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} {
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const skv = 3
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const receipts = 3 + (gates.hasSkatteverket ? 1 : 0)
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const assistant = receipts + (gates.hasInbox ? 1 : 0)
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return { count: assistant, skv, receipts, assistant }
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}
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