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>
74 lines
2.2 KiB
TypeScript
74 lines
2.2 KiB
TypeScript
import { apiClient } from './client'
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export interface OnboardingStatus {
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created_flow: boolean
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ran_session: boolean
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exported_session: boolean
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/** @deprecated Phase 2 — kept for backward-compat. New UI no longer branches on this. */
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tried_ai_assistant: boolean
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invited_teammate: boolean
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connected_psa: boolean
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is_team_user: boolean
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dismissed: boolean
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// Phase 2 (Task 41) — drive the unified next-step card + checklist.
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email_verified: boolean
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shop_setup_done: boolean
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}
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export async function getOnboardingStatus(): Promise<OnboardingStatus> {
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const response = await apiClient.get('/users/onboarding-status')
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return response.data
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}
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export async function dismissOnboarding(): Promise<void> {
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await apiClient.post('/users/onboarding-status/dismiss')
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}
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// --- Welcome wizard (Phase 2) ---------------------------------------------
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export type WizardStep = 1 | 2 | 3
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export type WizardAction = 'complete' | 'skip'
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export type TeamSizeBucket = '1-2' | '3-5' | '6-10' | '11-25' | '26+'
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export type RoleAtSignup = 'owner' | 'lead_tech' | 'tech' | 'other'
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export type PrimaryPsa = 'connectwise' | 'autotask' | 'halopsa' | 'none'
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export interface OnboardingStepData {
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// Step 1
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company_name?: string
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team_size_bucket?: TeamSizeBucket
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role_at_signup?: RoleAtSignup
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// Step 2
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primary_psa?: PrimaryPsa
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}
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export interface OnboardingStepRequest {
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step: WizardStep
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action: WizardAction
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data?: OnboardingStepData
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}
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export interface OnboardingStepResponse {
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onboarding_step_completed: number | null
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onboarding_dismissed: boolean
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}
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export const onboardingApi = {
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getStatus: getOnboardingStatus,
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dismiss: dismissOnboarding,
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/** Persist welcome-wizard progress for the current user. */
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async updateStep(payload: OnboardingStepRequest): Promise<OnboardingStepResponse> {
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const response = await apiClient.patch<OnboardingStepResponse>(
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'/users/me/onboarding-step',
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payload,
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)
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return response.data
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},
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/** Skip the rest of the welcome wizard — sets users.onboarding_dismissed=TRUE. */
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async dismissRest(): Promise<OnboardingStepResponse> {
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const response = await apiClient.post<OnboardingStepResponse>(
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'/users/me/onboarding-dismiss-rest',
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)
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return response.data
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},
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}
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