Files
accounted/components/onboarding/NewUserChecklist.tsx
T
Jakob WennbergandClaude Opus 4.6 98cd253bce feat: enable banking hardening, arcim inference, SIE fixes, onboarding (#32)
* feat: import system improvements, INK2 fix, and Swedish text corrections

- SIE parser: Windows-1252 and CP437 encoding detection and decoding
- Bank file parser: add Nordea Business (Företag) CSV format
- Bank file parser: improve format detection for SEB, Länsförsäkringar, generic CSV
- INK2 engine: calculate årets resultat (7222) from income statement for open fiscal years
- Dashboard: parallel Supabase queries, simplified dashboard page
- Fix Swedish characters (å, ä, ö) in BAS data descriptions, validation messages, AI consent disclosures
- Import wizard UI improvements across all steps
- Migration: add 'bas_range' match type to sie_account_mappings constraint
- Extensive new tests for SIE parser encoding and bank file parser

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: arcim migration wizard UX fixes, Sentry setup, and extension scaffolding

Arcim migration wizard improvements:
- Progress bar now excludes non-interactive steps (migrating/result)
- Fix OAuth text to match target="_blank" behavior (new tab, not redirect)
- Display month names instead of "Månad X" in preview
- Fix Swedish typo "förifylla" in no-company-info message
- Replace native checkboxes with shadcn Switch in options step
- Add ConfirmationDialog before starting migration
- Show progress percentage during migration
- Add "Nästa steg" guidance and navigation links in result step
- Add "Försök igen" button in error state (returns to options)
- Add Bokio company ID help text (GUID from URL)
- Add Fortnox integration add-on hint on connection failure

Also includes: SIE import system improvements, INK2 fixes, Swedish text
corrections, Sentry error tracking setup, and arcim-migration extension
scaffolding.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: address PR review feedback

- Fix OAuth error recovery blank page (restore provider from URL params)
- Pass real userId to MigrationWizard instead of empty string
- Remove ~50 debug console.log statements from sie-import.ts
- Fix comment referencing account 3740 → 3741

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: comprehensive UI design audit and normalization

Dashboard audit:
- Fix muted-foreground contrast (4.31:1 → 5.08:1) for WCAG AA
- Add prefers-reduced-motion media query for all animations
- Replace border-l-2 accent anti-pattern with subtle full-border colors
- Add aria-expanded to toggle buttons, role="status" to live counters
- Fix touch targets on deadline buttons (28px → 36px)
- Vary section spacing for rhythm (mb-12/mb-10/mb-8)
- Remove unused imports and dead code

Transactions audit + hardening:
- Add pagination (200 per page) with "Ladda fler" button
- Replace height animation with transform-only exit animation
- Show batch progress in floating action bar during processing
- Fix batch bar mobile overlap (bottom-20 on mobile)
- Replace clickable badges with proper button elements
- Add safe area padding to fullscreen swipe view
- Add response.ok check to suggestion fetch
- Add truncation to invoice number buttons

Invoicing audit:
- Remove border-l-4 accent pattern from invoice cards
- Replace string concatenation with cn() utility

Systemic sweep (34 files):
- All page headings: font-bold → font-display font-medium (Fraunces)
- All stat numbers: font-bold → font-display font-medium tabular-nums
- All hard-coded blue/amber/emerald colors → design tokens
- Remove all dark mode overrides (tokens handle automatically)
- Tint pure white card background to 99%

Design context added to CLAUDE.md with brand personality,
aesthetic direction, and 5 design principles.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: bookkeeping flow audit — design system, accessibility, UX

- Replace raw <select> with shadcn Select component (JournalEntryForm)
- Add confirmation dialog for account deletion (ChartOfAccountsManager)
- Remove console.error from production code (JournalEntryList, JournalEntryForm)
- Fix contradictory h-7/min-h-[44px] button sizing → h-10 (ChartOfAccountsManager)
- Increase BAS catalog "Lägg till" touch target h-7 → h-9
- Improve loading state with spinner (JournalEntryList)
- Improve empty state with icon, description, and guidance (JournalEntryList)
- Add response.ok check on journal entry fetch
- Add aria-expanded to entry expand buttons
- Add tabular-nums to desktop debit/credit columns

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: onboarding and empty state improvements

Onboarding:
- Replace font-serif with font-display (Fraunces) for brand consistency
- Remove console.error calls from production code

Empty states:
- Fix broken /transactions/new link in EmptyTransactions (route doesn't exist)
- Add actionHref fallback to EmptyCustomers when no onAction prop provided
- Improve EmptyTransactions description copy

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: clarify Swedish UX copy — terminology, errors, descriptions

Terminology consistency:
- "Försenad" → "Förfallen" for overdue invoices (customers/[id])
- "bokföringsorder" → actionable description in bookkeeping page
- "verifikation har bifogats" → "underlag har bifogats" in doc warning
- "Fortsätt ändå" → "Bokför utan underlag" (specific action)

Error messages — replace generic "Fel" + "Något gick fel" with specific:
- "Något gick fel vid bokföring" → "Transaktionen kunde inte bokföras"
- "Något gick fel vid matchning" → "Transaktionen kunde inte matchas"
- "Kunde inte hämta X" → "Kunde inte ladda X" + recovery hint
- Add "Försök igen" guidance to all error toasts

Page descriptions — replace redundant with actionable:
- Invoices: "Skapa och hantera" → "Skicka, följ betalningar, skapa kreditnotor"
- Bookkeeping: list of features → actionable description

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: design critique — dashboard affordance, reports description

Dashboard:
- Add ChevronRight indicator to clickable summary cards
  (Att få betalt, Koppla bank) to distinguish from static cards
- Add cursor-pointer to linked cards

Reports:
- Replace feature list description with actionable guidance
  "Huvudbok, grundbok..." → "Generera skattedeklarationer..."

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: replace generic "Fel" error toasts with specific messages

Deadlines: 5 generic "Fel" → specific per-action titles
  (create, toggle, edit, delete, load)
Expenses detail: 5 generic "Fel" → specific per-action titles
  (load, approve, pay, credit, delete)
Expenses new: 3 generic "Fel" → instructional validation messages
  (supplier name, supplier selection, invoice number)
Customers: 1 generic "Fel" → specific load error with recovery hint

All error toasts now follow pattern:
  title = what failed, description = how to recover

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: replace all remaining generic "Fel" error toasts (37 instances)

Systematic sweep across 12 dashboard pages replacing generic
title: 'Fel' with context-specific error titles:

- Load errors: "Kunde inte ladda [resurs]"
- Action errors: "[Åtgärd] misslyckades"
- Validation: "[Fält] saknas"

Every error toast now tells the user what failed without needing
to read the description. Recovery hints added where missing.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: import flow — normalize stat typography, remove console.warn

- Replace font-bold with font-display font-medium on 13 stat numbers
  across SIEPreviewStep, BankFilePreviewStep, BankFileConfirmStep,
  ImportResultStep (missed by systemic sweep since these are in
  components/import/, not app/(dashboard)/)
- Add tabular-nums to stat numbers displaying counts/currency
- Remove console.warn in ArcimMigrationWorkspace

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: final cleanup — console statements, remaining font-bold stats

Remove production console statements:
- Step1EntityType: remove debug console.warn (dead code after onNext)
- TransactionBookingDialog: remove console.error on doc link failure
- JournalEntryAttachments: remove 3 console.error calls

Normalize remaining font-bold stat displays:
- SwipeCategorizationView: 3 instances (completion, amount displays)
- NEDeclarationView: yearly result heading + value

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: address Greptile review feedback

loadMoreTransactions: add inbox item enrichment matching fetchTransactions
- Paginated transactions now fetch invoice_inbox_items in parallel
- Fixes missing document indicator, template suggestions, and inbox
  match card for transactions loaded via "Ladda fler"

fetchAllPages: add maxPages guard (default 500) to prevent infinite loop
- If Arcim gateway returns hasMore:true indefinitely, the loop now
  exits after 500 pages instead of running forever

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* docs: minimize CLAUDE.md — remove derivable content, fix stale data

Remove ~230 lines (51% reduction) of content that duplicates what's
already in the source code (directory tree, function tables, type
definitions, migration lists). Update migration count (63→65), add
missing test helpers, fix cron job list. Keep all high-value sections:
accounting guard rails, BAS accounts, VAT rutor, design context.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: enable banking hardening, arcim entity inference, SIE import fixes, and onboarding improvements

- Enable Banking: OAuth CSRF state tokens, JWT caching, retry with timeouts, raw PSD2 response archival (BFL 7 kap), expired/error connection UI, consent expiry notifications, pagination safety limits
- Arcim migration: Smarter entity type inference from org numbers, VAT prefixes, company name suffixes (GmbH, Ltd, etc.), and country codes
- SIE import: Parser and import fixes with new migration
- BAS accounts: Added vehicle accounts (1241, 1242, 1249, 1259)
- Dashboard: New SIE import and stale uncategorized transaction queries
- Onboarding: Enhanced NewUserChecklist
- Period service: Improvements with updated tests
- Transaction ingest: Updated logic and tests

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: address Greptile review — credit note type, EU country codes, notification thresholds, migration timestamps

- Fix dead ternary: credit notes now correctly stored as 'credit_note' instead of 'invoice'
- Add 'GR' (Greece ISO 3166-1) to EU_COUNTRIES alongside 'EL' (VAT prefix)
- Fix consent notification condition: fire at exactly 7 days or ≤3 days, not every day in 7-day window
- Deduplicate migration timestamps: rename SIE migration to 20260316120100

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-16 14:21:32 +01:00

299 lines
10 KiB
TypeScript

'use client'
import { useState, useEffect } from 'react'
import Link from 'next/link'
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { Progress } from '@/components/ui/progress'
import {
Check,
Circle,
PartyPopper,
Rocket,
X,
FileUp,
ArrowRight,
UserPlus,
Receipt,
ArrowLeftRight,
} from 'lucide-react'
import { cn } from '@/lib/utils'
interface ChecklistItem {
id: string
label: string
description: string
href: string
completed: boolean
icon: React.ElementType
}
interface NewUserChecklistProps {
hasCustomers: boolean
hasInvoices: boolean
hasBankConnected: boolean
hasSIEImport: boolean
onDismiss?: () => void
className?: string
}
const CHECKLIST_DISMISSED_KEY = 'erp_checklist_dismissed'
const FRESH_START_KEY = 'erp_onboarding_fresh'
export default function NewUserChecklist({
hasCustomers,
hasInvoices,
hasBankConnected,
onDismiss,
className,
}: NewUserChecklistProps) {
const [isDismissed, setIsDismissed] = useState(true)
const [isAnimatingOut, setIsAnimatingOut] = useState(false)
const [showChecklist, setShowChecklist] = useState(false)
useEffect(() => {
const dismissed = localStorage.getItem(CHECKLIST_DISMISSED_KEY)
setIsDismissed(dismissed === 'true')
const freshStart = localStorage.getItem(FRESH_START_KEY)
if (freshStart === 'true') {
setShowChecklist(true)
}
}, [])
const handleFreshStart = () => {
setShowChecklist(true)
localStorage.setItem(FRESH_START_KEY, 'true')
}
const handleDismiss = () => {
setIsAnimatingOut(true)
setTimeout(() => {
localStorage.setItem(CHECKLIST_DISMISSED_KEY, 'true')
setIsDismissed(true)
onDismiss?.()
}, 300)
}
const items: ChecklistItem[] = [
{
id: 'customer',
label: 'Lägg till din första kund',
description: 'Spara kunduppgifter för enkel fakturering',
href: '/customers/new',
completed: hasCustomers,
icon: UserPlus,
},
{
id: 'invoice',
label: 'Skicka din första faktura',
description: 'Skapa en professionell faktura på 60 sekunder',
href: '/invoices/new',
completed: hasInvoices,
icon: Receipt,
},
{
id: 'bank',
label: 'Importera transaktioner',
description: 'Koppla bank eller ladda upp kontoutdrag',
href: '/import',
completed: hasBankConnected,
icon: ArrowLeftRight,
},
]
const completedCount = items.filter((item) => item.completed).length
const progress = (completedCount / items.length) * 100
const allCompleted = completedCount === items.length
if (isDismissed) {
return null
}
// Celebration state when all checklist items done
if (showChecklist && allCompleted && !isAnimatingOut) {
return (
<Card className={cn('border-success/50 bg-success/5', className)}>
<CardContent className="pt-6">
<div className="flex items-center gap-4">
<div className="p-3 rounded-full bg-success/10">
<PartyPopper className="h-6 w-6 text-success" />
</div>
<div className="flex-1">
<p className="font-medium text-success">Snyggt jobbat!</p>
<p className="text-sm text-muted-foreground">
Du har slutfört alla steg. Nu är du redo att köra!
</p>
</div>
<Button variant="ghost" size="sm" onClick={handleDismiss}>
<X className="h-4 w-4" />
</Button>
</div>
</CardContent>
</Card>
)
}
// Path selection — shown initially
if (!showChecklist) {
return (
<Card
className={cn(
'transition-[opacity,transform] duration-300',
isAnimatingOut && 'opacity-0 scale-95',
className
)}
>
<CardHeader className="pb-4">
<div className="flex items-center justify-between">
<div>
<CardTitle className="text-base">Välkommen till gnubok</CardTitle>
<p className="text-sm text-muted-foreground mt-1">
Hur vill du komma igång?
</p>
</div>
<Button
variant="ghost"
size="icon"
className="h-8 w-8 text-muted-foreground"
onClick={handleDismiss}
>
<X className="h-4 w-4" />
<span className="sr-only">Stäng</span>
</Button>
</div>
</CardHeader>
<CardContent className="pt-0">
<div className="grid gap-3 sm:grid-cols-2">
{/* Migration path — routes directly to import/migration wizard */}
<Link
href="/import"
className="group text-left p-4 rounded-xl border border-border/60 hover:border-primary/40 hover:bg-primary/[0.02] transition-all duration-150 active:scale-[0.98]"
>
<div className="flex items-start gap-3">
<div className="p-2 rounded-lg bg-primary/[0.06] group-hover:bg-primary/[0.1] transition-colors">
<FileUp className="h-4 w-4 text-primary" />
</div>
<div className="flex-1 min-w-0">
<p className="text-sm font-medium group-hover:text-primary transition-colors">
Migrera från annat system
</p>
<p className="text-xs text-muted-foreground mt-1 leading-relaxed">
Flytta bokföring, kunder, leverantörer och fakturor från Fortnox, Visma, Bokio, Björn Lundén eller Briox
</p>
</div>
<ArrowRight className="h-4 w-4 text-muted-foreground/40 group-hover:text-primary/60 mt-0.5 flex-shrink-0 transition-colors" />
</div>
</Link>
{/* Fresh start path */}
<button
onClick={handleFreshStart}
className="group text-left p-4 rounded-xl border border-border/60 hover:border-primary/40 hover:bg-primary/[0.02] transition-all duration-150 active:scale-[0.98]"
>
<div className="flex items-start gap-3">
<div className="p-2 rounded-lg bg-muted/60 group-hover:bg-primary/[0.06] transition-colors">
<Rocket className="h-4 w-4 text-muted-foreground group-hover:text-primary transition-colors" />
</div>
<div className="flex-1 min-w-0">
<p className="text-sm font-medium group-hover:text-primary transition-colors">
Börja från noll
</p>
<p className="text-xs text-muted-foreground mt-1 leading-relaxed">
Starta din bokföring utan tidigare data — perfekt för nya verksamheter
</p>
</div>
<ArrowRight className="h-4 w-4 text-muted-foreground/40 group-hover:text-primary/60 mt-0.5 flex-shrink-0 transition-colors" />
</div>
</button>
</div>
</CardContent>
</Card>
)
}
// Fresh start checklist
return (
<Card
className={cn(
'transition-[opacity,transform] duration-300',
isAnimatingOut && 'opacity-0 scale-95',
className
)}
>
<CardHeader className="pb-3">
<div className="flex items-center justify-between">
<div>
<CardTitle className="text-base">Kom igång</CardTitle>
<p className="text-sm text-muted-foreground">
{completedCount} av {items.length} steg klara
</p>
</div>
<div className="flex items-center gap-1">
<Button
variant="ghost"
size="sm"
className="h-7 px-2 text-xs text-muted-foreground hover:text-foreground"
onClick={() => {
setShowChecklist(false)
localStorage.removeItem(FRESH_START_KEY)
}}
>
Byt
</Button>
<Button
variant="ghost"
size="icon"
className="h-8 w-8 text-muted-foreground"
onClick={handleDismiss}
>
<X className="h-4 w-4" />
<span className="sr-only">Stäng checklista</span>
</Button>
</div>
</div>
<Progress value={progress} className="h-1.5 mt-3" />
</CardHeader>
<CardContent className="pt-0">
<ul className="space-y-1">
{items.map((item) => {
const Icon = item.icon
return (
<li key={item.id}>
{item.completed ? (
<div className="flex items-center gap-3 p-2 rounded-lg">
<div className="p-1 rounded-full bg-success/10">
<Check className="h-3.5 w-3.5 text-success" />
</div>
<span className="text-sm text-muted-foreground line-through">
{item.label}
</span>
</div>
) : (
<Link
href={item.href}
className="group flex items-center gap-3 p-2 rounded-lg hover:bg-secondary/50 transition-colors"
>
<div className="p-1 rounded-full border border-border">
<Circle className="h-3.5 w-3.5 text-muted-foreground" />
</div>
<div className="flex-1 min-w-0">
<p className="text-sm font-medium group-hover:text-primary transition-colors flex items-center gap-1.5">
<Icon className="h-3.5 w-3.5 text-muted-foreground flex-shrink-0" />
{item.label}
</p>
<p className="text-xs text-muted-foreground truncate">
{item.description}
</p>
</div>
</Link>
)}
</li>
)
})}
</ul>
</CardContent>
</Card>
)
}