feat: Add onboarding flow

This commit is contained in:
Dries Augustyns
2026-04-19 11:26:12 +02:00
parent bc4c79235e
commit bd5a085802
14 changed files with 1300 additions and 6 deletions
@@ -0,0 +1,246 @@
import {AnimatePresence, motion} from 'framer-motion';
import {ArrowRight, Check, Code2, FileText, Mail, ShieldCheck, Users, Workflow, X, Zap} from 'lucide-react';
import {useRouter} from 'next/router';
import {useEffect, useMemo} from 'react';
import {useSWRConfig} from 'swr';
import {useActiveProject} from '../../lib/contexts/ActiveProjectProvider';
import {useOnboardingComplete} from '../../lib/hooks/useOnboardingComplete';
import {type OnboardingPath, useOnboardingPath} from '../../lib/hooks/useOnboardingPath';
import {useOnboardingStatus} from '../../lib/hooks/useOnboardingStatus';
import {useProjectSetupState} from '../../lib/hooks/useProjectSetupState';
// Keys the banner derives state from. Revalidated on every route change so
// progress reflects the latest state as soon as the user moves between pages.
const LIVE_KEY_FRAGMENTS = ['/setup-state', '/activity/stats', '/contacts?limit=1', '/campaigns?page=1&limit=1'];
const BANNER_POLL_MS = 5_000;
interface BannerStep {
id: string;
icon: React.ElementType;
title: string;
href: string;
done: boolean;
}
function buildMarketingSteps(setupState: ReturnType<typeof useProjectSetupState>['setupState']): BannerStep[] {
if (!setupState) return [];
return [
{
id: 'domain',
icon: ShieldCheck,
title: 'Verify your domain',
href: '/settings?tab=domains',
done: setupState.hasVerifiedDomain,
},
{
id: 'contacts',
icon: Users,
title: 'Add contacts',
href: '/contacts',
done: setupState.contactCount > 0,
},
{
id: 'campaign',
icon: Mail,
title: 'Draft your first campaign',
href: '/campaigns/create',
done: setupState.lastCampaignSentAt !== null,
},
];
}
function buildDeveloperSteps(setupState: ReturnType<typeof useProjectSetupState>['setupState']): BannerStep[] {
if (!setupState) return [];
return [
{
id: 'domain',
icon: ShieldCheck,
title: 'Verify your domain',
href: '/settings?tab=domains',
done: setupState.hasVerifiedDomain,
},
{
id: 'snippets',
icon: Code2,
title: 'Send your first email',
href: '/onboarding/developer',
done: false,
},
];
}
function buildWorkflowSteps(setupState: ReturnType<typeof useProjectSetupState>['setupState']): BannerStep[] {
if (!setupState) return [];
return [
{
id: 'domain',
icon: ShieldCheck,
title: 'Verify your domain',
href: '/settings?tab=domains',
done: setupState.hasVerifiedDomain,
},
{
id: 'event',
icon: Zap,
title: 'Fire your first event',
href: '/onboarding/workflows',
done: false,
},
{
id: 'template',
icon: FileText,
title: 'Create a template',
href: '/templates/create',
done: false,
},
{
id: 'workflow',
icon: Workflow,
title: 'Build a workflow',
href: '/workflows',
done: setupState.hasEnabledWorkflow,
},
];
}
function stepsForPath(
path: OnboardingPath,
setupState: ReturnType<typeof useProjectSetupState>['setupState'],
): BannerStep[] {
if (path === 'developer') return buildDeveloperSteps(setupState);
if (path === 'workflows') return buildWorkflowSteps(setupState);
return buildMarketingSteps(setupState);
}
export function OnboardingBanner() {
const router = useRouter();
const {activeProject} = useActiveProject();
const status = useOnboardingStatus();
const {path, clearPath} = useOnboardingPath(activeProject?.id);
const {markComplete} = useOnboardingComplete(activeProject?.id);
const onOnboardingRoute = router.pathname.startsWith('/onboarding');
const bannerCandidate = !onOnboardingRoute && status === 'show' && Boolean(path);
const {setupState} = useProjectSetupState(activeProject?.id);
const {mutate} = useSWRConfig();
useEffect(() => {
if (!bannerCandidate) return;
const revalidate = () => {
void mutate(
key => typeof key === 'string' && LIVE_KEY_FRAGMENTS.some(fragment => key.includes(fragment)),
);
};
const interval = window.setInterval(revalidate, BANNER_POLL_MS);
router.events.on('routeChangeComplete', revalidate);
return () => {
window.clearInterval(interval);
router.events.off('routeChangeComplete', revalidate);
};
}, [bannerCandidate, mutate, router.events]);
const steps = useMemo<BannerStep[]>(() => {
if (!path) return [];
return stepsForPath(path, setupState);
}, [path, setupState]);
const visible = bannerCandidate && steps.length > 0;
const doneCount = steps.filter(s => s.done).length;
const currentStepId = steps.find(s => !s.done)?.id;
const handleDismiss = () => {
markComplete();
clearPath();
};
const handleStepClick = (href: string) => {
void router.push(href);
};
return (
<AnimatePresence>
{visible && (
<motion.div
initial={{opacity: 0, y: -6}}
animate={{opacity: 1, y: 0}}
exit={{opacity: 0, y: -6}}
transition={{duration: 0.25, ease: [0.22, 1, 0.36, 1]}}
className="mb-6 rounded-xl border border-neutral-200 bg-white shadow-sm"
>
<div className="flex flex-col gap-4 p-4 sm:flex-row sm:items-center sm:justify-between sm:gap-6 sm:p-5">
<div className="flex items-center justify-between gap-4 sm:flex-col sm:items-start sm:justify-center">
<div className="flex flex-col gap-0.5">
<p className="text-sm font-semibold text-neutral-900">Finish your setup</p>
<p className="text-xs text-neutral-500 tabular-nums">
{doneCount} of {steps.length} {doneCount === 1 ? 'step' : 'steps'} done
</p>
</div>
<button
type="button"
onClick={handleDismiss}
className="flex h-7 w-7 flex-shrink-0 items-center justify-center rounded-md text-neutral-400 hover:bg-neutral-100 hover:text-neutral-700 transition-colors sm:hidden"
aria-label="Dismiss setup guide"
>
<X className="h-4 w-4" />
</button>
</div>
<div className="flex flex-1 flex-wrap items-center gap-2 sm:justify-center lg:justify-end">
{steps.map((step, index) => {
const Icon = step.icon;
const isCurrent = step.id === currentStepId;
const base =
'group relative inline-flex items-center gap-2 rounded-lg border px-3 py-2 text-xs font-medium transition-all focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-neutral-900 focus-visible:ring-offset-2';
const variant = step.done
? 'border-green-200 bg-green-50 text-green-900 hover:border-green-300'
: isCurrent
? 'border-neutral-900 bg-neutral-900 text-white hover:bg-neutral-800'
: 'border-neutral-200 bg-white text-neutral-700 hover:border-neutral-300 hover:text-neutral-900';
return (
<button
key={step.id}
type="button"
onClick={() => handleStepClick(step.href)}
className={`${base} ${variant}`}
>
<span
className={`flex h-4 w-4 flex-shrink-0 items-center justify-center rounded-full text-[10px] font-semibold tabular-nums ${
step.done
? 'bg-green-600 text-white'
: isCurrent
? 'bg-white text-neutral-900'
: 'bg-neutral-100 text-neutral-500'
}`}
>
{step.done ? <Check className="h-2.5 w-2.5" /> : index + 1}
</span>
<Icon className="h-3.5 w-3.5 opacity-80" />
<span>{step.title}</span>
{isCurrent && (
<ArrowRight className="h-3 w-3 opacity-80 transition-transform group-hover:translate-x-0.5" />
)}
</button>
);
})}
</div>
<button
type="button"
onClick={handleDismiss}
className="hidden h-8 w-8 flex-shrink-0 items-center justify-center rounded-md text-neutral-400 hover:bg-neutral-100 hover:text-neutral-700 transition-colors sm:flex"
aria-label="Dismiss setup guide"
>
<X className="h-4 w-4" />
</button>
</div>
</motion.div>
)}
</AnimatePresence>
);
}