Files
resolutionflow/frontend/src/pages/welcome/WelcomeStep2.tsx
Michael Chihlas dc88797469 feat(welcome): two-button PSA CTA in step-2 — Connect now / Connect later
Picking a real PSA in /welcome/step-2 now swaps the primary action from a
single "Continue" + a tiny "Connect now →" link into an explicit choice:
"Connect <PSA> now" (saves primary_psa and routes to /account/integrations)
or "Connect later" (saves primary_psa and continues to step 3). The old
link never actually persisted primary_psa before navigating — that's now
fixed. "No PSA yet" and no-selection states keep the original single
Continue button. Skip-this-step and Skip-the-rest are unchanged.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-13 23:59:18 -04:00

257 lines
8.7 KiB
TypeScript

import { useState } from 'react'
import { useNavigate } from 'react-router-dom'
import { Loader2 } from 'lucide-react'
import { useAuthStore } from '@/store/authStore'
import { onboardingApi, type PrimaryPsa } from '@/api/onboarding'
import { cn } from '@/lib/utils'
const PSA_OPTIONS: { value: PrimaryPsa; label: string; description: string }[] = [
{ value: 'connectwise', label: 'ConnectWise', description: 'Manage / PSA' },
{ value: 'autotask', label: 'Autotask', description: 'Datto Autotask PSA' },
{ value: 'halopsa', label: 'HaloPSA', description: 'Halo Service Solutions' },
{ value: 'none', label: 'No PSA yet', description: "We'll add one later" },
]
/**
* `/welcome/step-2` — second step of the welcome wizard. Captures the PSA the
* shop primarily uses. Selecting a non-`none` tile splits the primary CTA
* into "Connect <PSA> now" (routes to `/account/integrations` after saving)
* and "Connect later" (continues to step 3). Both paths persist the
* `primary_psa` choice before navigating.
*/
export function WelcomeStep2() {
const navigate = useNavigate()
const fetchUser = useAuthStore((s) => s.fetchUser)
const [primaryPsa, setPrimaryPsa] = useState<PrimaryPsa | null>(null)
const [submitting, setSubmitting] = useState<
'continue' | 'connect-now' | 'skip' | 'dismiss' | null
>(null)
const [error, setError] = useState<string | null>(null)
const isBusy = submitting !== null
const showConnectNow = primaryPsa !== null && primaryPsa !== 'none'
const selectedPsaLabel = PSA_OPTIONS.find((o) => o.value === primaryPsa)?.label
const handleContinue = async () => {
if (isBusy) return
setError(null)
setSubmitting('continue')
try {
await onboardingApi.updateStep({
step: 2,
action: 'complete',
data: primaryPsa ? { primary_psa: primaryPsa } : undefined,
})
await fetchUser()
navigate('/welcome/step-3')
} catch {
setError('Could not save. Please try again.')
setSubmitting(null)
}
}
const handleConnectNow = async () => {
if (isBusy || !showConnectNow) return
setError(null)
setSubmitting('connect-now')
try {
await onboardingApi.updateStep({
step: 2,
action: 'complete',
data: { primary_psa: primaryPsa! },
})
await fetchUser()
navigate('/account/integrations')
} catch {
setError('Could not save. Please try again.')
setSubmitting(null)
}
}
const handleSkipStep = async () => {
if (isBusy) return
setError(null)
setSubmitting('skip')
try {
await onboardingApi.updateStep({ step: 2, action: 'skip' })
await fetchUser()
navigate('/welcome/step-3')
} catch {
setError('Could not save. Please try again.')
setSubmitting(null)
}
}
const handleDismissRest = async () => {
if (isBusy) return
setError(null)
setSubmitting('dismiss')
try {
await onboardingApi.dismissRest()
await fetchUser()
navigate('/')
} catch {
setError('Could not save. Please try again.')
setSubmitting(null)
}
}
return (
<div className="mx-auto w-full max-w-2xl px-4 py-10">
<header className="mb-8">
<p className="text-xs uppercase tracking-wider text-muted-foreground">
Step 2 of 3
</p>
<h1 className="mt-2 text-2xl font-heading font-bold text-text-heading">
Your PSA
</h1>
<p className="mt-2 text-sm text-muted-foreground">
Pick the PSA your team uses today. We'll wire it up later — no
credentials needed yet.
</p>
</header>
<div
className="rounded-2xl border border-border bg-card p-6 space-y-5"
data-testid="welcome-step-2-form"
>
<div
role="radiogroup"
aria-label="Primary PSA"
className="grid grid-cols-1 gap-3 sm:grid-cols-2"
>
{PSA_OPTIONS.map((opt) => {
const selected = primaryPsa === opt.value
return (
<button
key={opt.value}
type="button"
role="radio"
aria-checked={selected}
onClick={() => setPrimaryPsa(opt.value)}
disabled={isBusy}
data-testid={`welcome-step-2-tile-${opt.value}`}
className={cn(
'rounded-xl border px-4 py-3 text-left transition-colors btn-press',
'focus:outline-hidden focus:ring-2 focus:ring-primary/30',
'disabled:opacity-60',
selected
? 'border-primary bg-primary/5'
: 'border-border bg-card hover:border-primary/40 hover:bg-foreground/5',
)}
>
<div className="text-sm font-semibold text-foreground">
{opt.label}
</div>
<div className="text-xs text-muted-foreground">
{opt.description}
</div>
</button>
)
})}
</div>
{error && (
<p className="text-xs text-red-400" data-testid="welcome-step-2-error">
{error}
</p>
)}
<div className="flex flex-wrap items-center gap-3 pt-2">
{showConnectNow ? (
<>
<button
type="button"
onClick={handleConnectNow}
disabled={isBusy}
data-testid="welcome-step-2-connect-now"
className={cn(
'inline-flex items-center justify-center gap-2 rounded-xl px-4 py-2.5 text-sm font-semibold btn-press',
'bg-primary text-primary-foreground hover:bg-primary/90',
'focus:outline-hidden focus:ring-2 focus:ring-primary/30',
'disabled:opacity-60',
)}
>
{submitting === 'connect-now' && (
<Loader2 className="h-4 w-4 animate-spin" />
)}
Connect {selectedPsaLabel} now
</button>
<button
type="button"
onClick={handleContinue}
disabled={isBusy}
data-testid="welcome-step-2-continue"
className={cn(
'inline-flex items-center justify-center gap-2 rounded-xl px-4 py-2.5 text-sm font-medium btn-press',
'bg-card border border-border text-foreground hover:bg-foreground/5',
'focus:outline-hidden focus:ring-2 focus:ring-primary/20',
'disabled:opacity-60',
)}
>
{submitting === 'continue' && (
<Loader2 className="h-4 w-4 animate-spin" />
)}
Connect later
</button>
</>
) : (
<button
type="button"
onClick={handleContinue}
disabled={isBusy}
data-testid="welcome-step-2-continue"
className={cn(
'inline-flex items-center justify-center gap-2 rounded-xl px-4 py-2.5 text-sm font-semibold btn-press',
'bg-primary text-primary-foreground hover:bg-primary/90',
'focus:outline-hidden focus:ring-2 focus:ring-primary/30',
'disabled:opacity-60',
)}
>
{submitting === 'continue' && (
<Loader2 className="h-4 w-4 animate-spin" />
)}
Continue
</button>
)}
<button
type="button"
onClick={handleSkipStep}
disabled={isBusy}
data-testid="welcome-step-2-skip"
className={cn(
'inline-flex items-center justify-center gap-2 rounded-xl px-4 py-2.5 text-sm font-medium btn-press',
'bg-card border border-border text-foreground hover:bg-foreground/5',
'focus:outline-hidden focus:ring-2 focus:ring-primary/20',
'disabled:opacity-60',
)}
>
{submitting === 'skip' && (
<Loader2 className="h-4 w-4 animate-spin" />
)}
Skip this step
</button>
</div>
</div>
<div className="mt-6 text-center">
<button
type="button"
onClick={handleDismissRest}
disabled={isBusy}
data-testid="welcome-step-2-dismiss-rest"
className={cn(
'text-xs text-muted-foreground hover:underline',
'disabled:opacity-60',
)}
>
{submitting === 'dismiss' ? 'Saving' : 'Skip the rest'}
</button>
</div>
</div>
)
}
export default WelcomeStep2