Commit Graph
16 Commits
Author SHA1 Message Date
sean-brydonandGitHub c97f1928bb fixes refresh issue (#25616) 2025-12-05 09:37:35 +00:00
sean-brydonandGitHub f87d4de546 fix: UI nits in QA verison of onboarding v3 (#25532)
* fix create button

* fix subdomain prefix in orgs details view

* remove redundant text

* fix prefix on link fields

* brand mode colours

* Fix banner positioning

* remove app descrtipion plus add mr to account for button

* fix gaps

* improve free plan welcome modal
2025-12-03 09:57:01 +00:00
sean-brydonandGitHub d03f45dd0f fix: Onboarding v3 - create team then invite. (#25364)
## What does this PR do?
This PR changes the order of creating the team -> paying -> invite users.

The old approach was create team -> invite -> pay. But we are matching the current implementation of how billing works with usage based billing

## How should this be tested?

Enable onboarding-v3 flag on your instance
Ensure you have stripe enabled + stripe:listen running
login as onboarding@example.com, onboarding
Go through the team setup flow
Pay
Invite
Ensure uers were added to team

Create a new account
disable billing
Test again 

## Checklist

<!-- Remove bullet points below that don't apply to you -->

- I haven't read the [contributing guide](https://github.com/calcom/cal.com/blob/main/CONTRIBUTING.md)
- My code doesn't follow the style guidelines of this project
- I haven't commented my code, particularly in hard-to-understand areas
- I haven't checked if my changes generate no new warnings
2025-11-25 09:14:59 +00:00
sean-brydonandGitHub 956f81fab3 chore: tidy up onboarding with new animations and illustrations (#25124)
<!-- This is an auto-generated description by cubic. -->
## Summary by cubic
Revamps onboarding with subtle route transitions, new org/teams illustrations, and clearer invite flows with real-time previews. Adds “Skip for now” on invites and guardrails to avoid incomplete team creation.

- **New Features**
  - Added email invite pages for organizations and teams with shared EmailInviteForm and RoleSelector.
  - Built a live invite browser preview that renders a 3×3 grid and updates as you type; works for orgs and teams.
  - Applied route-keyed framer-motion transitions to layout, cards, and browser views for smoother page changes.
  - Continuation prompt now detects saved org or team and routes to the right next step; localized copy.
  - Added loading state to plan selection to prevent double navigation.
  - Refreshed Organizations welcome modal with a new animated ring illustration and better scrolling.
  - Added “Skip for now” to org and team invite-by-email steps to proceed without invites.
  - Calendar browser preview now focuses on a time window around “now” for a more realistic demo.
  - Added an optional floating footer to keep actions visible on long, scrollable lists.

- **Refactors and Fixes**
  - Unified invite browser and replaced the org preview on the org email step.
  - Split and simplified legacy invite views; team and org routes are cleaner and easier to extend.
  - Streamlined the team invite step by removing a redundant action; non-admins are redirected to the email invite page.
  - Prevented creating teams with empty details by redirecting back to team details.
  - Minor UI cleanup: tighter borders, padding, and mobile max-heights across onboarding screens.
  - Hide team select on org invites when no teams exist.

<sup>Written for commit ae7f5277ab998560ae6e2f3f9144852a7b4959a7. Summary will update automatically on new commits.</sup>

<!-- End of auto-generated description by cubic. -->
2025-11-20 10:20:38 +00:00
Alex van AndelandGitHub 90a42c37fd chore: Remove next-collect package (#25146) 2025-11-19 13:54:26 +00:00
sean-brydonandGitHub 19641ffc05 feat: organization v3 redesign onboarding (#24967)
## What does this PR do?

- Redesigns the organization onboarding flow by merging the brand and details pages
- Improves the organization details page with a scrollable interface and visual previews
- Adds a new organization-specific browser preview component

## Visual Demo (For contributors especially)

#### Image Demo:
- The PR replaces the separate brand page with an integrated details page that includes logo and banner uploads
- The new organization browser view shows a preview of the organization profile with the selected branding

## Mandatory Tasks (DO NOT REMOVE)

- [ ] I have self-reviewed the code.
- [ ] I have updated the developer docs in /docs if this PR makes changes that would require a documentation change. If N/A, write N/A here and check the checkbox.
- [ ] I confirm automated tests are in place that prove my fix is effective or that my feature works.

## How should this be tested?

- Go through the organization onboarding flow
- Test uploading logos and banners
- Verify that the organization browser preview updates in real-time with the form inputs
- Confirm that the form validation works correctly for organization name and slug
- Check that the scrollable interface works properly with fade effects at top and bottom

## Checklist

- I have read the [contributing guide](https://github.com/calcom/cal.com/blob/main/CONTRIBUTING.md)
- My code follows the style guidelines of this project
- I have commented my code, particularly in hard-to-understand areas
- I have checked if my changes generate no new warnings

















































<!-- This is an auto-generated description by cubic. -->
---
## Summary by cubic
Split organization brand from the details step and added live previews for organizations and teams. Revamped org/team invites with reusable components, a dedicated email-invite page, and a CSV upload modal.

- **New Features**
  - Separate Brand step with logo, banner, and color; instant org preview via OnboardingOrganizationBrowserView.
  - Teams browser preview added; invites include email substep (/onboarding/organization/invite/email, /onboarding/teams/invite/email), CSV upload (template + parsing), and Google Workspace (behind flag).
  - Shared components (EmailInviteForm, InviteOptions, RoleSelector) used across org and team invites.

- **Refactors**
  - Updated org flow: Details → Brand → Teams → Invites; OnboardingLayout now supports dynamic step counts (org=4, team=3, personal=2).
  - UI polish (OnboardingCard header padding) and org-specific previews now replace generic views across details/brand/invites/teams; ensured org welcome modal takes precedence over personal.

<sup>Written for commit d9b55c0b5505aa0d4ca1c4298a513bcd90606915. Summary will update automatically on new commits.</sup>

<!-- End of auto-generated description by cubic. -->
2025-11-13 10:45:42 +00:00
sean-brydonandGitHub dc3742d322 chore: Add calendar weekly view enhancements and welcome modal feature (#24948)
## What does this PR do?

- Adds a welcome modal for new Cal.com users
- Implements timezone display in the weekly calendar view
- Creates a hook for fetching onboarding calendar events

## Visual Demo (For contributors especially)

#### Image Demo:

![Welcome Modal](https://user-images.githubusercontent.com/1234567/example-welcome-modal.png)

![Timezone Display](https://user-images.githubusercontent.com/1234567/example-timezone-display.png)

## Mandatory Tasks

- [x] I have self-reviewed the code
- [x] I have updated the developer docs in /docs
- [x] I confirm automated tests are in place that prove my fix is effective or that my feature works.

## How should this be tested?

1. **Welcome Modal:**
   - Create a new user account
   - Verify the welcome modal appears with correct content
   - Test the "Continue" button closes the modal
   - Check that the modal can be triggered via URL parameter `?welcomeToCalcomModal=true`

2. **Timezone Display:**
   - Go to the weekly calendar view
   - Verify the timezone is displayed correctly when `showTimezone` is enabled
   - Test with different timezones to ensure proper formatting

3. **Onboarding Calendar Events:**
   - Test the hook by connecting a calendar during onboarding
   - Verify events are fetched and displayed correctly
   - Check that events refresh when new calendars are connected

## Checklist

- I have read the [contributing guide](https://github.com/calcom/cal.com/blob/main/CONTRIBUTING.md)
- My code follows the style guidelines of this project
- I have commented my code, particularly in hard-to-understand areas
- I have checked if my changes generate no new warnings
2025-11-11 10:47:22 +00:00
sean-brydonandGitHub 02b1393ff4 chore: Update personal and team onboarding flows (remove profile/video steps, add settings, improve team invites) (#24947)
## What does this PR do?

- Redesigns and streamlines the onboarding flow for personal, team, and organization accounts
- Consolidates shared components and improves code organization
- Adds browser preview for better user experience during onboarding
- Simplifies the personal onboarding flow by removing the video integration step
- Enhances team onboarding with CSV upload functionality

## Visual Demo (For contributors especially)

#### Image Demo:
- The PR adds a new browser preview component that shows users how their profile/team will look during onboarding
- Redesigned UI with a more consistent layout across all onboarding steps
- Improved mobile responsiveness with better component organization

## Mandatory Tasks (DO NOT REMOVE)

- [x] I have self-reviewed the code.
- [x] I have updated the developer docs in /docs if this PR makes changes that would require a documentation change. If N/A, write N/A here and check the checkbox.
- [x] I confirm automated tests are in place that prove my fix is effective or that my feature works.

## How should this be tested?

1. Test the complete onboarding flow for personal accounts:
   - Start at `/onboarding/getting-started`
   - Proceed through personal details and calendar setup
   - Verify the flow completes successfully

2. Test the team onboarding flow:
   - Start at `/onboarding/getting-started` and select team
   - Complete team details
   - Test the invite options including CSV upload
   - Verify team creation works correctly

3. Test the organization onboarding flow:
   - Start at `/onboarding/getting-started` and select organization
   - Complete organization details and branding
   - Test member invitations
   - Verify organization creation works correctly

4. Verify browser preview functionality:
   - Check that the preview updates in real-time as you enter information
   - Confirm it displays correctly on different screen sizes

## Checklist

- I have read the [contributing guide](https://github.com/calcom/cal.com/blob/main/CONTRIBUTING.md)
- My code follows the style guidelines of this project
- I have commented my code, particularly in hard-to-understand areas
- I have checked if my changes generate no new warnings
2025-11-07 08:54:55 +00:00
sean-brydonandGitHub dcb47e31ed fix: address onboarding v3 teams redirectfrom onboarding (#24875)
* Address redirect in subdomain for teams v3

* Revert constants
2025-11-03 15:43:55 +00:00
sean-brydonandGitHub 99330b3117 chore: fixes UI nits in onboarding v3 flow (#24863)
* Add teams i18n

* Fix UI nits in invite flow

* chore: update redirect

* Update personal view settings
2025-11-03 11:45:27 +00:00
sean-brydonandGitHub 79bcd6dc30 feat: welcome to organizations modal after creation (#24823)
## What does this PR do?

Adds a welcome modal for new organizations that appears after organization creation. The modal showcases key features of the Organizations plan and provides a better onboarding experience.

## Visual Demo (For contributors especially)

#### Image Demo:

![CleanShot 2025-10-31 at 12.19.17.gif](https://app.graphite.dev/user-attachments/assets/4f8c3286-9400-40e6-aeb4-8a012f604c64.gif)

## Mandatory Tasks (DO NOT REMOVE)

- [x] I have self-reviewed the code.
- [x] I have updated the developer docs in /docs if this PR makes changes that would require a documentation change. N/A
- [x] I confirm automated tests are in place that prove my fix is effective or that my feature works.

## How should this be tested?

1. Create a new organization through either:
   - The onboarding flow
   - The settings/organizations/new page
   - The organization creation form

2. After successful creation and redirect, verify the welcome modal appears showing organization features.

3. Verify the modal can be closed by:
   - Clicking the "Continue" button
   - Clicking outside the modal
   - Pressing ESC key

4. Verify the modal doesn't reappear after being closed (query param and session storage should be cleared).

## Checklist

- I have read the [contributing guide](https://github.com/calcom/cal.com/blob/main/CONTRIBUTING.md)
- My code follows the style guidelines of this project
- I have commented my code, particularly in hard-to-understand areas
- I have checked if my changes generate no new warnings
2025-11-03 11:11:16 +00:00
sean-brydonandGitHub 1173822344 chore: invites to submit hook instead of relying on state (#24744)
## What does this PR do?
Pass invites to submit hook instead of relying on state. State can be out of sync on last step as its not commited onChange but onsubmit. 

<!-- This is an auto-generated description by cubic. -->
---
## Summary by cubic
Pass the invite list directly to the onboarding submit hook to avoid stale state and ensure the final step submits the correct invites. Fixes missed or outdated invites during onboarding.

- **Bug Fixes**
  - submitOnboarding now accepts invites as a parameter and uses them for submission.
  - OrganizationInviteView passes invitesData to submitOnboarding instead of relying on store.invites.

<!-- End of auto-generated description by cubic. -->
2025-10-30 09:16:14 +00:00
sean-brydonandGitHub 51d78e6f9d fix(onboarding): adderss nits for invite link / spacing (#24742)
## What does this PR do?

- Redirects users to the personal settings page after organization creation instead of the getting-started page
- Adds a new `skipToPersonal` function in `useSubmitOnboarding` hook to handle this redirection
- Creates a new `getGettingStartedPathWhenInvited` method in `OnboardingPathService` to provide the correct path for invited users
- Updates all invitation-related code to use the new path method
- Improves UI spacing in the organization invite view

## Visual Demo (For contributors especially)

#### Image Demo (if applicable):
- Before: Users were redirected to `/onboarding/getting-started` or `/getting-started` after organization creation
- After: Users are now redirected to `/onboarding/personal/settings` or `/getting-started` based on feature flag

## Mandatory Tasks (DO NOT REMOVE)

- [ ] I have self-reviewed the code.
- [ ] I have updated the developer docs in /docs if this PR makes changes that would require a documentation change. If N/A, write N/A here and check the checkbox.
- [ ] I confirm automated tests are in place that prove my fix is effective or that my feature works.

## How should this be tested?

1. Create a new organization through the onboarding flow
2. Verify you are redirected to the personal settings page instead of getting-started
3. Accept an invitation to an organization as a new user
4. Verify you are directed to the personal settings page after signup
5. Check that the UI spacing in the organization invite view looks correct

## Checklist

- I have read the [contributing guide](https://github.com/calcom/cal.com/blob/main/CONTRIBUTING.md)
- My code follows the style guidelines of this project
- I have commented my code, particularly in hard-to-understand areas
- I have checked if my changes generate no new warnings
2025-10-28 14:35:57 +00:00
sean-brydonandGitHub fa884e8516 chore: Onboarding path service plus redirects (#24679)
* i18n

* WIP icon stuff

* More icon work

* More gradient tuning

* Mvoe plan-icon to planicon.tsx

* Fix cubic suggestion

* Fix darkmode icon and gradients

* Fix type error

* Onboarding path service

* Update usages of onboarding path and getting started hook
2025-10-28 11:10:25 +00:00
sean-brydonandGitHub 435587f043 feat: onboarding v3 teams (#24573)
## What does this PR do?
This PR is stacked on https://github.com/calcom/cal.com/pull/24299 this adds the v3 flow for onboarding with teams.

    
<!-- This is an auto-generated description by cubic. -->
---

## Summary by cubic
Adds the v3 team onboarding flow with Details, Brand, and Invite steps, including slug validation, branding, and member invites. Updates routing to support the Team plan and creates teams with Stripe checkout when needed.

- **New Features**
  - Team Details: name and slug with async availability check and URL preview.
  - Team Brand: hex color picker and logo upload with live preview.
  - Team Invite: add/remove emails, invite role toggle (Member/Admin), and form validation.
  - State: adds teamDetails, teamBrand, and teamInvites to the onboarding store with actions.
  - Creation: new useCreateTeam hook; redirects to Stripe if checkout URL is returned, or to Getting Started on success.
  - Routing/Auth: protected team pages (details, brand, invite) and updates plan selection to route to /onboarding/teams.

<!-- End of auto-generated description by cubic. -->
2025-10-27 11:00:11 +00:00
sean-brydonandGitHub 8e0cdf3671 feat: Onboarding V3 (#24299)
* feat: redirect to new onboarding flow

* Getting started

* Brand details

* Preview organization brands

* Orgs team pages

* Invite team steps

* Move to global zustand store

* Few darkmdoe fixes

* Wip onboarding + stripe flow

* Default plan state

Server Action for gettting slug satus of org

* Remove onboardingId

* Confirmation prompt

* Update old onboarding flow handlers to handle new fields

* update onboarding hook

* Filter out organization section for none -company emails

* Match placeholders to users domain

* Drop migration

* Wip new onboarding intent

* WIP flow for self-hosted. Same service call just split logic

* WIP

* Add TODO

* Use onboarding user type instead of trpc session

* WIP

* WIP

* pass role and team name from onboarding to save in schema

* Add test to ensure role + name + team are persisted into onboarding table

* migrate roles to enum values

* Update ENUM

* Fix type error

* Redirect if flag is disabled

* Revert packages

* Revert all packages/* changes to original branch point

* Layout fixes + design

* Add slugify

* Support saving brand,logo and banner

* Cleanup

* iMobile fixes

* More mobile and darkmdoe fixes

* Add I18n

* Fix lock file

* Fix types

* Fix types errors

* Copy changes
2025-10-23 20:01:54 +01:00