Michael Chihlas
0c326d0616
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>
56 lines
1.6 KiB
Python
56 lines
1.6 KiB
Python
from typing import Literal, Optional
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from pydantic import BaseModel, Field
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class OnboardingStatus(BaseModel):
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created_flow: bool
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ran_session: bool
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exported_session: bool
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# Kept for backward-compat during deploy; new code paths should not branch on this.
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tried_ai_assistant: bool
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invited_teammate: bool
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connected_psa: bool
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is_team_user: bool
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dismissed: bool
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# New (Phase 2 — Task 41) — drive the unified next-step card + checklist.
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email_verified: bool
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shop_setup_done: bool
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# --- Welcome wizard (Phase 2) ----------------------------------------------
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TeamSizeBucket = Literal["1-2", "3-5", "6-10", "11-25", "26+"]
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RoleAtSignup = Literal["owner", "lead_tech", "tech", "other"]
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PrimaryPsa = Literal["connectwise", "autotask", "halopsa", "none"]
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WizardStep = Literal[1, 2, 3]
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WizardAction = Literal["complete", "skip"]
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class OnboardingStepData(BaseModel):
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"""Optional payload carried with `action="complete"` for steps 1 and 2.
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Step 1 fields: company_name, team_size_bucket, role_at_signup
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Step 2 fields: primary_psa
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Step 3 has no data (invitations posted separately).
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"""
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# Step 1
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company_name: Optional[str] = Field(default=None, max_length=255)
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team_size_bucket: Optional[TeamSizeBucket] = None
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role_at_signup: Optional[RoleAtSignup] = None
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# Step 2
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primary_psa: Optional[PrimaryPsa] = None
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class OnboardingStepRequest(BaseModel):
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step: WizardStep
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action: WizardAction
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data: Optional[OnboardingStepData] = None
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class OnboardingStepResponse(BaseModel):
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onboarding_step_completed: Optional[int]
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onboarding_dismissed: bool
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