Michael Chihlas
16f5e4ce05
Persists welcome-wizard Step 1/2/3 progress for self-serve signup Phase 2. PATCH validates step cannot decrease, ignores `data` on action="skip", and is idempotent on re-PATCH of the same step. POST /users/me/onboarding-dismiss-rest backs the wizard's "Skip the rest" button. Both routes added to _EMAIL_VERIFICATION_ALLOWLIST and _SUBSCRIPTION_GUARD_ALLOWLIST so the wizard runs before email verification and during the trial. 4 integration tests cover field writes, skip semantics, decrease guard, and dismiss-rest. Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
52 lines
1.4 KiB
Python
52 lines
1.4 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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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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# --- 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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