[WEB-5491] refactor: onboarding tour components show business plan feature for cloud instance. (#4844)

- Introduced `TourRoot` and `TourSidebar` components to facilitate a guided onboarding experience for new users.
- Implemented a structured tour with multiple steps, including descriptions and images for each step.
- Added `BusinessPlanFeatures` component to display features based on the user's subscription plan.
- Updated imports in the home component to integrate the new onboarding tour functionality.
This commit is contained in:
Prateek Shourya
2025-12-01 17:15:05 +05:30
committed by GitHub
parent dde559dfc4
commit 253e1b5ce6
6 changed files with 217 additions and 9 deletions
@@ -0,0 +1,190 @@
import { useState } from "react";
import { observer } from "mobx-react";
// plane imports
import { PRODUCT_TOUR_TRACKER_ELEMENTS } from "@plane/constants";
import { Button } from "@plane/propel/button";
import { CloseIcon, PlaneLockup } from "@plane/propel/icons";
// assets
import CyclesTour from "@/app/assets/onboarding/cycles.webp?url";
import IssuesTour from "@/app/assets/onboarding/issues.webp?url";
import ModulesTour from "@/app/assets/onboarding/modules.webp?url";
import PagesTour from "@/app/assets/onboarding/pages.webp?url";
import ViewsTour from "@/app/assets/onboarding/views.webp?url";
// helpers
import { captureClick } from "@/helpers/event-tracker.helper";
// hooks
import { useCommandPalette } from "@/hooks/store/use-command-palette";
import { useUser } from "@/hooks/store/user";
// local imports
import { TourSidebar } from "./sidebar";
export type TOnboardingTourProps = {
onComplete: () => void;
};
export type TTourSteps = "welcome" | "work-items" | "cycles" | "modules" | "views" | "pages";
const TOUR_STEPS: {
key: TTourSteps;
title: string;
description: string;
image: string;
prevStep?: TTourSteps;
nextStep?: TTourSteps;
}[] = [
{
key: "work-items",
title: "Plan with work items",
description:
"The work item is the building block of the Plane. Most concepts in Plane are either associated with work items and their properties.",
image: IssuesTour,
nextStep: "cycles",
},
{
key: "cycles",
title: "Move with cycles",
description:
"Cycles help you and your team to progress faster, similar to the sprints commonly used in agile development.",
image: CyclesTour,
prevStep: "work-items",
nextStep: "modules",
},
{
key: "modules",
title: "Break into modules",
description: "Modules break your big thing into Projects or Features, to help you organize better.",
image: ModulesTour,
prevStep: "cycles",
nextStep: "views",
},
{
key: "views",
title: "Views",
description:
"Create custom filters to display only the work items that matter to you. Save and share your filters in just a few clicks.",
image: ViewsTour,
prevStep: "modules",
nextStep: "pages",
},
{
key: "pages",
title: "Document with pages",
description: "Use Pages to quickly jot down work items when you're in a meeting or starting a day.",
image: PagesTour,
prevStep: "views",
},
];
export const TourRoot = observer(function TourRoot(props: TOnboardingTourProps) {
const { onComplete } = props;
// states
const [step, setStep] = useState<TTourSteps>("welcome");
// store hooks
const { toggleCreateProjectModal } = useCommandPalette();
const { data: currentUser } = useUser();
const currentStepIndex = TOUR_STEPS.findIndex((tourStep) => tourStep.key === step);
const currentStep = TOUR_STEPS[currentStepIndex];
return (
<>
{step === "welcome" ? (
<div className="w-4/5 overflow-hidden rounded-[10px] bg-custom-background-100 md:w-1/2 lg:w-2/5">
<div className="h-full overflow-hidden">
<div className="grid h-64 place-items-center bg-custom-primary-100">
<PlaneLockup className="h-10 w-auto text-white" />
</div>
<div className="flex flex-col overflow-y-auto p-6">
<h3 className="font-semibold sm:text-xl">
Welcome to Plane, {currentUser?.first_name} {currentUser?.last_name}
</h3>
<p className="mt-3 text-sm text-custom-text-200">
We{"'"}re glad that you decided to try out Plane. You can now manage your projects with ease. Get
started by creating a project.
</p>
<div className="flex h-full items-end">
<div className="mt-12 flex items-center gap-6">
<Button
variant="primary"
onClick={() => {
captureClick({
elementName: PRODUCT_TOUR_TRACKER_ELEMENTS.START_BUTTON,
});
setStep("work-items");
}}
>
Take a Product Tour
</Button>
<button
type="button"
className="bg-transparent text-xs font-medium text-custom-primary-100 outline-custom-text-100"
onClick={() => {
captureClick({
elementName: PRODUCT_TOUR_TRACKER_ELEMENTS.SKIP_BUTTON,
});
onComplete();
}}
>
No thanks, I will explore it myself
</button>
</div>
</div>
</div>
</div>
</div>
) : (
<div className="relative grid h-3/5 w-4/5 grid-cols-10 overflow-hidden rounded-[10px] bg-custom-background-100 sm:h-3/4 md:w-1/2 lg:w-3/5">
<button
type="button"
className="fixed right-[9%] top-[19%] z-10 -translate-y-1/2 translate-x-1/2 cursor-pointer rounded-full border border-custom-text-100 p-1 sm:top-[11.5%] md:right-[24%] lg:right-[19%]"
onClick={onComplete}
>
<CloseIcon className="h-3 w-3 text-custom-text-100" />
</button>
<TourSidebar step={step} setStep={setStep} />
<div className="col-span-10 h-full overflow-hidden lg:col-span-7">
<div
className={`flex h-1/2 items-end overflow-hidden bg-custom-primary-100 sm:h-3/5 ${
currentStepIndex % 2 === 0 ? "justify-end" : "justify-start"
}`}
>
<img src={currentStep?.image} className="w-full h-full object-cover" alt={currentStep?.title} />
</div>
<div className="flex h-1/2 flex-col overflow-y-auto p-4 sm:h-2/5">
<h3 className="font-semibold sm:text-xl">{currentStep?.title}</h3>
<p className="mt-3 text-sm text-custom-text-200">{currentStep?.description}</p>
<div className="mt-3 flex h-full items-end justify-between gap-4">
<div className="flex items-center gap-4">
{currentStep?.prevStep && (
<Button variant="neutral-primary" onClick={() => setStep(currentStep.prevStep ?? "welcome")}>
Back
</Button>
)}
{currentStep?.nextStep && (
<Button variant="primary" onClick={() => setStep(currentStep.nextStep ?? "work-items")}>
Next
</Button>
)}
</div>
{currentStepIndex === TOUR_STEPS.length - 1 && (
<Button
variant="primary"
onClick={() => {
captureClick({
elementName: PRODUCT_TOUR_TRACKER_ELEMENTS.CREATE_PROJECT_BUTTON,
});
onComplete();
toggleCreateProjectModal(true);
}}
>
Create your first project
</Button>
)}
</div>
</div>
</div>
</div>
)}
</>
);
});
@@ -1,12 +1,13 @@
// icons
// plane imports
import { CycleIcon, ModuleIcon, PageIcon, ViewsIcon, WorkItemsIcon } from "@plane/propel/icons";
import type { ISvgIcons } from "@plane/propel/icons";
// types
import type { TTourSteps } from "./root";
const sidebarOptions: {
key: TTourSteps;
label: string;
Icon: any;
Icon: React.FC<ISvgIcons>;
}[] = [
{
key: "work-items",
+2 -3
View File
@@ -4,15 +4,14 @@ import useSWR from "swr";
// plane imports
import { PRODUCT_TOUR_TRACKER_EVENTS } from "@plane/constants";
import { ContentWrapper } from "@plane/ui";
// components
import { TourRoot } from "@/components/onboarding/tour";
// helpers
import { captureSuccess } from "@/helpers/event-tracker.helper";
// hooks
import { useHome } from "@/hooks/store/use-home";
import { useUserProfile, useUser } from "@/hooks/store/user";
// plane web components
// plane web imports
import { HomePeekOverviewsRoot } from "@/plane-web/components/home";
import { TourRoot } from "@/plane-web/components/onboarding/tour/root";
// local imports
import { DashboardWidgets } from "./home-dashboard-widgets";
import { UserGreetingsView } from "./user-greetings";
@@ -1 +0,0 @@
export * from "./root";
@@ -10,8 +10,6 @@ import { getFileURL } from "@plane/utils";
import tourImage from "@/app/assets/onboarding/tour.webp?url";
import { useWorkspace } from "@/hooks/store/use-workspace";
export type TTourSteps = "welcome" | "work-items" | "cycles" | "modules" | "views" | "pages";
const BUSINESS_FEATURES = [
{
free: "12 Seats",
@@ -43,7 +41,7 @@ type Props = {
onComplete: () => void;
};
export const TourRoot: React.FC<Props> = observer((props) => {
export const BusinessPlanFeatures = observer(function BusinessPlanFeatures(props: Props) {
const { onComplete } = props;
const { workspaceSlug } = useParams();
const { getWorkspaceBySlug } = useWorkspace();
@@ -0,0 +1,21 @@
import { observer } from "mobx-react";
// ce imports
import type { TOnboardingTourProps } from "@/ce/components/onboarding/tour/root";
import { TourRoot as CETourRoot } from "@/ce/components/onboarding/tour/root";
// plane web imports
import { useWorkspaceSubscription } from "@/plane-web/hooks/store";
// local imports
import { BusinessPlanFeatures } from "./business-plan-features";
export const TourRoot = observer(function TourRoot(props: TOnboardingTourProps) {
// store hooks
const { currentWorkspaceSubscribedPlanDetail: subscriptionDetail } = useWorkspaceSubscription();
// derived values
const isSelfHosted = !!subscriptionDetail?.is_self_managed;
if (!isSelfHosted) {
return <BusinessPlanFeatures onComplete={props.onComplete} />;
}
return <CETourRoot onComplete={props.onComplete} />;
});