Files
HOA_Financial_Platform/frontend/src/pages/onboarding/OnboardingPage.tsx
olsch01 dfcd172ef3 feat: SaaS onboarding, Stripe billing, MFA, SSO, passkeys, refresh tokens
Complete SaaS self-service onboarding sprint:

- Stripe-powered signup flow: pricing page → checkout → provisioning → activation
- Refresh token infrastructure: 1h access tokens + 30-day httpOnly cookie refresh
- TOTP MFA with QR setup, recovery codes, and login challenge flow
- Google + Azure AD SSO (conditional on env vars) with account linking
- WebAuthn passkey registration and passwordless login
- Guided onboarding checklist with server-side progress tracking
- Stubbed email service (console + DB logging, ready for real provider)
- Settings page with tabbed security settings (MFA, passkeys, linked accounts)
- Login page enhanced with MFA verification, SSO buttons, passkey login
- Database migration 015 with all new tables and columns
- Version bump to 2026.03.17

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-16 21:12:35 -04:00

242 lines
9.5 KiB
TypeScript

import { useState, useEffect } from 'react';
import {
Container, Title, Text, Stack, Card, Group, Button, TextInput,
Select, Stepper, ThemeIcon, Progress, Alert, Loader, Center, Anchor,
} from '@mantine/core';
import { useForm } from '@mantine/form';
import {
IconUser, IconBuilding, IconUserPlus, IconListDetails,
IconCheck, IconPlayerPlay, IconConfetti,
} from '@tabler/icons-react';
import { useNavigate, Link } from 'react-router-dom';
import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
import api from '../../services/api';
import { useAuthStore } from '../../stores/authStore';
const STEPS = [
{ slug: 'profile', label: 'Complete Your Profile', icon: IconUser, description: 'Set up your name and contact' },
{ slug: 'workspace', label: 'Configure Your HOA', icon: IconBuilding, description: 'Organization name and settings' },
{ slug: 'invite_member', label: 'Invite a Team Member', icon: IconUserPlus, description: 'Add a board member or manager' },
{ slug: 'first_workflow', label: 'Set Up First Account', icon: IconListDetails, description: 'Create your chart of accounts' },
];
export function OnboardingPage() {
const navigate = useNavigate();
const queryClient = useQueryClient();
const user = useAuthStore((s) => s.user);
const [activeStep, setActiveStep] = useState(0);
const { data: progress, isLoading } = useQuery({
queryKey: ['onboarding-progress'],
queryFn: async () => {
const { data } = await api.get('/onboarding/progress');
return data;
},
});
const markStep = useMutation({
mutationFn: (step: string) => api.patch('/onboarding/progress', { step }),
onSuccess: () => queryClient.invalidateQueries({ queryKey: ['onboarding-progress'] }),
});
const completedSteps = progress?.completedSteps || [];
const completedCount = completedSteps.length;
const allDone = progress?.completedAt != null;
// Profile form
const profileForm = useForm({
initialValues: {
firstName: user?.firstName || '',
lastName: user?.lastName || '',
phone: '',
},
});
// Workspace form
const workspaceForm = useForm({
initialValues: { orgName: '', address: '', fiscalYearStart: '1' },
});
// Invite form
const inviteForm = useForm({
initialValues: { email: '', role: 'treasurer' },
validate: { email: (v) => (/\S+@\S+/.test(v) ? null : 'Valid email required') },
});
useEffect(() => {
// Auto-advance to first incomplete step
const firstIncomplete = STEPS.findIndex((s) => !completedSteps.includes(s.slug));
if (firstIncomplete >= 0) setActiveStep(firstIncomplete);
}, [completedSteps]);
if (isLoading) {
return <Center h={400}><Loader size="lg" /></Center>;
}
if (allDone) {
return (
<Container size="sm" py={60}>
<Center>
<Stack align="center" gap="lg">
<ThemeIcon size={60} radius="xl" color="green" variant="light">
<IconConfetti size={30} />
</ThemeIcon>
<Title order={2}>You're all set!</Title>
<Text c="dimmed" ta="center">
Your workspace is ready. Let's get to work.
</Text>
<Button size="lg" onClick={() => navigate('/dashboard')}>
Go to Dashboard
</Button>
</Stack>
</Center>
</Container>
);
}
return (
<Container size="md" py={40}>
<Stack gap="lg">
<div>
<Title order={2}>Welcome to HOA LedgerIQ</Title>
<Text c="dimmed" size="sm">Complete these steps to set up your workspace</Text>
</div>
<Progress value={(completedCount / STEPS.length) * 100} size="lg" color="teal" />
<Text size="sm" c="dimmed" ta="center">{completedCount} of {STEPS.length} steps complete</Text>
<Stepper
active={activeStep}
onStepClick={setActiveStep}
orientation="vertical"
size="sm"
>
{/* Step 1: Profile */}
<Stepper.Step
label={STEPS[0].label}
description={STEPS[0].description}
icon={completedSteps.includes('profile') ? <IconCheck size={16} /> : <IconUser size={16} />}
completedIcon={<IconCheck size={16} />}
color={completedSteps.includes('profile') ? 'green' : undefined}
>
<Card withBorder p="lg" mt="sm">
<form onSubmit={profileForm.onSubmit(() => markStep.mutate('profile'))}>
<Stack>
<Group grow>
<TextInput label="First Name" {...profileForm.getInputProps('firstName')} />
<TextInput label="Last Name" {...profileForm.getInputProps('lastName')} />
</Group>
<TextInput label="Phone (optional)" {...profileForm.getInputProps('phone')} />
<Button type="submit" loading={markStep.isPending}>Save & Continue</Button>
</Stack>
</form>
</Card>
</Stepper.Step>
{/* Step 2: Workspace */}
<Stepper.Step
label={STEPS[1].label}
description={STEPS[1].description}
icon={completedSteps.includes('workspace') ? <IconCheck size={16} /> : <IconBuilding size={16} />}
completedIcon={<IconCheck size={16} />}
color={completedSteps.includes('workspace') ? 'green' : undefined}
>
<Card withBorder p="lg" mt="sm">
<form onSubmit={workspaceForm.onSubmit(() => markStep.mutate('workspace'))}>
<Stack>
<TextInput label="Organization Name" placeholder="Sunset Village HOA" {...workspaceForm.getInputProps('orgName')} />
<TextInput label="Address" placeholder="123 Main St" {...workspaceForm.getInputProps('address')} />
<Select
label="Fiscal Year Start Month"
data={[
{ value: '1', label: 'January' },
{ value: '4', label: 'April' },
{ value: '7', label: 'July' },
{ value: '10', label: 'October' },
]}
{...workspaceForm.getInputProps('fiscalYearStart')}
/>
<Button type="submit" loading={markStep.isPending}>Save & Continue</Button>
</Stack>
</form>
</Card>
</Stepper.Step>
{/* Step 3: Invite */}
<Stepper.Step
label={STEPS[2].label}
description={STEPS[2].description}
icon={completedSteps.includes('invite_member') ? <IconCheck size={16} /> : <IconUserPlus size={16} />}
completedIcon={<IconCheck size={16} />}
color={completedSteps.includes('invite_member') ? 'green' : undefined}
>
<Card withBorder p="lg" mt="sm">
<form onSubmit={inviteForm.onSubmit(() => markStep.mutate('invite_member'))}>
<Stack>
<TextInput label="Email Address" placeholder="teammate@example.com" {...inviteForm.getInputProps('email')} />
<Select
label="Role"
data={[
{ value: 'president', label: 'President' },
{ value: 'treasurer', label: 'Treasurer' },
{ value: 'secretary', label: 'Secretary' },
{ value: 'member_at_large', label: 'Member at Large' },
{ value: 'manager', label: 'Manager' },
{ value: 'viewer', label: 'Viewer' },
]}
{...inviteForm.getInputProps('role')}
/>
<Group>
<Button type="submit" loading={markStep.isPending}>Send Invite & Continue</Button>
<Button variant="subtle" onClick={() => markStep.mutate('invite_member')}>
Skip for now
</Button>
</Group>
</Stack>
</form>
</Card>
</Stepper.Step>
{/* Step 4: First Account */}
<Stepper.Step
label={STEPS[3].label}
description={STEPS[3].description}
icon={completedSteps.includes('first_workflow') ? <IconCheck size={16} /> : <IconListDetails size={16} />}
completedIcon={<IconCheck size={16} />}
color={completedSteps.includes('first_workflow') ? 'green' : undefined}
>
<Card withBorder p="lg" mt="sm">
<Stack>
<Text size="sm">
Your chart of accounts has been pre-configured with standard HOA accounts.
You can review and customize them now, or do it later.
</Text>
<Group>
<Button
leftSection={<IconListDetails size={16} />}
onClick={() => {
markStep.mutate('first_workflow');
navigate('/accounts');
}}
>
Review Accounts
</Button>
<Button variant="subtle" onClick={() => markStep.mutate('first_workflow')}>
Use defaults & Continue
</Button>
</Group>
</Stack>
</Card>
</Stepper.Step>
</Stepper>
<Group justify="center" mt="md">
<Button variant="subtle" color="gray" onClick={() => navigate('/dashboard')}>
Finish Later
</Button>
</Group>
</Stack>
</Container>
);
}