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resolutionflow/frontend/src/pages/welcome/__tests__/WelcomeStep2.test.tsx
Michael Chihlas 53dd5f13e5 feat(onboarding): add wizard Steps 2 (PSA) and 3 (Invite team)
Step 2 (`/welcome/step-2`): four PSA tiles (ConnectWise / Autotask /
HaloPSA / No PSA yet). Selecting a real PSA reveals a quiet inline
"Connect now" link to `/account/integrations` — credential entry is
intentionally OUT of the wizard. Continue persists `primary_psa`,
Skip advances without writing.

Step 3 (`/welcome/step-3`): up to 10 email/role rows (default 3,
"+ Add another" extends, role defaults to Tech / engineer with
Viewer alt). "Send invites and continue" filters empty rows, POSTs
`/accounts/me/invites/bulk`, then PATCHes onboarding-step
`{step:3, action:"complete"}` and navigates to `/?welcome=true`.
Per-row `failed[]` errors render inline next to the email and the
wizard does NOT auto-advance — user can fix-and-retry or click
"Continue anyway" to mark step complete. Empty + Skip / empty + Send
both advance without sending.

Adds `accountsApi.bulkInvite` and registers `/welcome/step-{2,3}`
in the router. Vitest: 5 named tests (selecting PSA persists,
Skip advances without primary_psa, valid emails create invites,
partial-failure inline error, empty + Skip no-op) + 5 incidental
coverage tests. tsc clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 23:02:00 -04:00

175 lines
4.9 KiB
TypeScript

import { describe, it, expect, beforeEach, afterEach, vi } from 'vitest'
import { render, screen, waitFor } from '@testing-library/react'
import userEvent from '@testing-library/user-event'
import { MemoryRouter, Route, Routes } from 'react-router-dom'
import { WelcomeStep2 } from '../WelcomeStep2'
import { useAuthStore } from '@/store/authStore'
import { onboardingApi } from '@/api/onboarding'
import type { Account, User } from '@/types'
vi.mock('@/api/onboarding', async () => {
const actual = await vi.importActual<typeof import('@/api/onboarding')>(
'@/api/onboarding',
)
return {
...actual,
onboardingApi: {
...actual.onboardingApi,
updateStep: vi.fn(),
dismissRest: vi.fn(),
},
}
})
function makeUser(overrides: Partial<User> = {}): User {
return {
id: 'user-1',
email: 'test@example.com',
name: 'Test User',
role: 'engineer',
is_super_admin: false,
is_active: true,
must_change_password: false,
account_id: 'acct-1',
account_role: 'owner',
team_id: null,
created_at: '2026-05-01T00:00:00Z',
last_login: null,
phone: null,
job_title: null,
timezone: 'UTC',
avatar_url: null,
email_verified_at: null,
onboarding_step_completed: 1,
onboarding_dismissed: false,
...overrides,
}
}
function makeAccount(overrides: Partial<Account> = {}): Account {
return {
id: 'acct-1',
name: 'Acme MSP',
display_code: 'ACME',
owner_id: 'user-1',
created_at: '2026-05-01T00:00:00Z',
updated_at: '2026-05-01T00:00:00Z',
...overrides,
}
}
function renderPage() {
return render(
<MemoryRouter initialEntries={['/welcome/step-2']}>
<Routes>
<Route path="/welcome/step-2" element={<WelcomeStep2 />} />
<Route path="/welcome/step-3" element={<div>step-3</div>} />
<Route path="/account/integrations" element={<div>integrations</div>} />
<Route path="/" element={<div>dashboard</div>} />
</Routes>
</MemoryRouter>,
)
}
describe('WelcomeStep2', () => {
beforeEach(() => {
useAuthStore.setState({
user: makeUser(),
account: makeAccount(),
subscription: null,
token: null,
isAuthenticated: true,
fetchUser: vi.fn().mockResolvedValue(undefined),
})
vi.mocked(onboardingApi.updateStep).mockResolvedValue({
onboarding_step_completed: 2,
onboarding_dismissed: false,
})
vi.mocked(onboardingApi.dismissRest).mockResolvedValue({
onboarding_step_completed: null,
onboarding_dismissed: true,
})
})
afterEach(() => {
vi.clearAllMocks()
})
it('selecting PSA persists primary_psa', async () => {
const user = userEvent.setup()
renderPage()
await user.click(screen.getByTestId('welcome-step-2-tile-connectwise'))
// Selecting a real PSA reveals the inline "Connect now" link.
expect(screen.getByTestId('welcome-step-2-connect-now')).toBeInTheDocument()
await user.click(screen.getByTestId('welcome-step-2-continue'))
await waitFor(() => {
expect(onboardingApi.updateStep).toHaveBeenCalledWith({
step: 2,
action: 'complete',
data: { primary_psa: 'connectwise' },
})
})
await waitFor(() => {
expect(screen.getByText('step-3')).toBeInTheDocument()
})
})
it('Skip advances without writing primary_psa', async () => {
const user = userEvent.setup()
renderPage()
await user.click(screen.getByTestId('welcome-step-2-skip'))
await waitFor(() => {
expect(onboardingApi.updateStep).toHaveBeenCalledWith({
step: 2,
action: 'skip',
})
})
// Confirm no `data` key on the call (skip doesn't persist primary_psa).
const call = vi.mocked(onboardingApi.updateStep).mock.calls[0]?.[0]
expect(call?.data).toBeUndefined()
await waitFor(() => {
expect(screen.getByText('step-3')).toBeInTheDocument()
})
})
it('"No PSA yet" tile does NOT show the Connect now link', async () => {
const user = userEvent.setup()
renderPage()
await user.click(screen.getByTestId('welcome-step-2-tile-none'))
expect(screen.queryByTestId('welcome-step-2-connect-now')).not.toBeInTheDocument()
})
it('default action is Continue (not Connect now)', () => {
renderPage()
// Continue is rendered as a primary button.
const continueBtn = screen.getByTestId('welcome-step-2-continue')
expect(continueBtn.className).toMatch(/bg-primary/)
// Connect-now is hidden until a real PSA is picked.
expect(screen.queryByTestId('welcome-step-2-connect-now')).not.toBeInTheDocument()
})
it('Skip-the-rest dismisses and navigates to /', async () => {
const user = userEvent.setup()
renderPage()
await user.click(screen.getByTestId('welcome-step-2-dismiss-rest'))
await waitFor(() => {
expect(onboardingApi.dismissRest).toHaveBeenCalled()
})
await waitFor(() => {
expect(screen.getByText('dashboard')).toBeInTheDocument()
})
})
})