Files
resolutionflow/backend/tests/test_onboarding.py
Michael Chihlas 0c326d0616 feat(dashboard): replace checklist with next-step card + unified list
Phase 2 Task 41 — Dashboard redesign.

Backend:
- Extend GET /users/onboarding-status with email_verified and shop_setup_done.
- tried_ai_assistant kept in payload for backward-compat during deploy.

Frontend:
- New NextStepCard: surfaces the highest-priority incomplete onboarding item
  with a primary CTA. Priority order: verify email > set up shop > run first
  FlowPilot session > connect PSA > invite teammate > pick a plan (gated on
  trial stage warning/urgent/expired). Returns null when all done OR
  onboarding_dismissed.
- New SetupChecklist: unified single list (no SOLO/TEAM bifurcation), drops
  the stale tried_ai_assistant / Script Builder item, surfaces "Pick a plan"
  when trial stage is warning or later.
- Mounted on QuickStartPage below the hero with a "Show all setup steps"
  toggle. The whole onboarding section auto-hides when there's nothing left
  to nudge on, so the dashboard goes back to clean once setup is done.
- Removed the orphaned OnboardingChecklist component (was defined but never
  mounted).
- New useOnboardingStatus hook so page + components share one fetch contract.

Tests:
- Backend: test_onboarding_status_includes_email_verified_and_shop_setup_done.
- Frontend (Vitest): 13 new tests across NextStepCard, SetupChecklist, and
  QuickStartPage covering priority ordering, dismissal, the SOLO/TEAM
  removal, the toggle reveal, and the trial-stage gate on Pick a plan.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 23:19:58 -04:00

114 lines
3.6 KiB
Python

"""Tests for onboarding status endpoints."""
from datetime import datetime, timezone
import pytest
from sqlalchemy import select
from app.models.user import User
@pytest.mark.asyncio
async def test_onboarding_status_fresh_user(client, auth_headers):
"""Fresh user should have all onboarding items false."""
response = await client.get(
"/api/v1/users/onboarding-status",
headers=auth_headers,
)
assert response.status_code == 200
data = response.json()
assert data["created_flow"] is False
assert data["ran_session"] is False
assert data["exported_session"] is False
assert data["tried_ai_assistant"] is False
assert data["invited_teammate"] is False
assert data["connected_psa"] is False
assert data["is_team_user"] is False
assert data["dismissed"] is False
# Phase 2 fields default to false on a fresh, unverified user with no wizard progress.
assert data["email_verified"] is False
assert data["shop_setup_done"] is False
@pytest.mark.asyncio
async def test_onboarding_status_includes_email_verified_and_shop_setup_done(
client, auth_headers, test_user, test_db
):
"""email_verified flips when email_verified_at is set; shop_setup_done flips at step >= 1."""
# Sanity-check baseline.
response = await client.get(
"/api/v1/users/onboarding-status",
headers=auth_headers,
)
assert response.status_code == 200
data = response.json()
assert data["email_verified"] is False
assert data["shop_setup_done"] is False
# Mutate the underlying user, then re-fetch.
user_email = test_user["email"]
result = await test_db.execute(select(User).where(User.email == user_email))
user = result.scalar_one()
user.email_verified_at = datetime.now(tz=timezone.utc)
user.onboarding_step_completed = 1
await test_db.commit()
response = await client.get(
"/api/v1/users/onboarding-status",
headers=auth_headers,
)
assert response.status_code == 200
data = response.json()
assert data["email_verified"] is True
assert data["shop_setup_done"] is True
@pytest.mark.asyncio
async def test_onboarding_dismiss(client, auth_headers):
"""Dismiss endpoint should set dismissed to true."""
# Verify starts as false
response = await client.get(
"/api/v1/users/onboarding-status",
headers=auth_headers,
)
assert response.status_code == 200
assert response.json()["dismissed"] is False
# Dismiss
response = await client.post(
"/api/v1/users/onboarding-status/dismiss",
headers=auth_headers,
)
assert response.status_code == 200
assert response.json()["dismissed"] is True
# Verify persisted
response = await client.get(
"/api/v1/users/onboarding-status",
headers=auth_headers,
)
assert response.status_code == 200
assert response.json()["dismissed"] is True
@pytest.mark.asyncio
async def test_onboarding_created_flow_after_tree_creation(client, auth_headers, test_tree):
"""After creating a tree, created_flow should be true."""
response = await client.get(
"/api/v1/users/onboarding-status",
headers=auth_headers,
)
assert response.status_code == 200
assert response.json()["created_flow"] is True
@pytest.mark.asyncio
async def test_onboarding_requires_auth(client):
"""Unauthenticated requests should be rejected."""
response = await client.get("/api/v1/users/onboarding-status")
assert response.status_code == 401
response = await client.post("/api/v1/users/onboarding-status/dismiss")
assert response.status_code == 401