feat: Added onboarding_completed flag to User model, UserResponse schem…
- "backend/models.py" - "backend/schemas.py" - "backend/routers/auth.py" - "alembic/versions/030_add_onboarding_completed.py" GSD-Task: S03/T01
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@ -7,7 +7,7 @@ Production hardening, mobile polish, creator onboarding, and formal validation.
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| ID | Slice | Risk | Depends | Done | After this |
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|----|-------|------|---------|------|------------|
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| S01 | [A] Notification System (Email Digests) | medium | — | ✅ | Followers receive email digests when followed creators post new content |
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| S02 | [A] Mobile Responsiveness Pass | medium | — | ⬜ | All new Phase 2 UI surfaces pass visual check at 375px and 768px |
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| S02 | [A] Mobile Responsiveness Pass | medium | — | ✅ | All new Phase 2 UI surfaces pass visual check at 375px and 768px |
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| S03 | [A] Creator Onboarding Flow | low | — | ⬜ | New creator signs up, follows guided upload, sets consent, sees dashboard tour |
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| S04 | [B] Rate Limiting + Cost Management | low | — | ⬜ | Chat requests limited per-user and per-creator. Token usage dashboard in admin. |
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| S05 | [B] AI Transparency Page | low | — | ⬜ | Creator sees all entities, relationships, and technique pages derived from their content |
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94
.gsd/milestones/M025/slices/S02/S02-SUMMARY.md
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94
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---
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id: S02
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parent: M025
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milestone: M025
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provides:
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- All frontend pages responsive at 375px and 768px — no horizontal overflow
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requires:
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[]
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affects:
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- S11
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key_files:
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- frontend/src/App.css
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- frontend/src/pages/ConsentDashboard.module.css
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- frontend/src/pages/CreatorSettings.module.css
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- frontend/src/pages/Login.module.css
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- frontend/src/pages/Register.module.css
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key_decisions:
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- Added ≤400px breakpoint as safety net for 375px phones rather than modifying existing 640px breakpoint
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- Horizontal scroll with hidden scrollbar for filter-tabs and sort-toggle button groups on mobile, matching native iOS/Android touch-scroll patterns
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- Consistent ≤400px safety-net breakpoint across all CSS modules (App.css + 4 CSS modules)
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patterns_established:
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- ≤400px safety-net breakpoint pattern: add a max-width:400px media query for narrowest phones, keeping existing 640px/768px breakpoints untouched
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- Hidden-scrollbar horizontal scroll for button groups that exceed mobile width: overflow-x:auto + scrollbar-width:none + -webkit-scrollbar display:none
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observability_surfaces:
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- none
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drill_down_paths:
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- .gsd/milestones/M025/slices/S02/tasks/T01-SUMMARY.md
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- .gsd/milestones/M025/slices/S02/tasks/T02-SUMMARY.md
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- .gsd/milestones/M025/slices/S02/tasks/T03-SUMMARY.md
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duration: ""
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verification_result: passed
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completed_at: 2026-04-04T13:05:51.136Z
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blocker_discovered: false
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---
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# S02: [A] Mobile Responsiveness Pass
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**Added ≤400px safety-net breakpoints across all public, creator, auth, and admin pages — zero horizontal overflow at 375px and 768px viewports.**
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## What Happened
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Systematic viewport audit of the entire frontend at 375px (iPhone SE) and 768px (iPad portrait). Existing responsive CSS was more complete than anticipated — the 640px and 768px breakpoints already handled card stacking, grid collapse, and hamburger nav. The work focused on adding ≤400px safety-net breakpoints for the narrowest phone screens.
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**T01 — Public pages (9 pages):** Audited Home, TechniquePage, SearchResults, CreatorDetail, CreatorsBrowse, TopicsBrowse, SubTopicPage, ChatPage, About. Added ≤400px rules in App.css for footer flex-wrap, stats gap reduction, search card header wrapping, technique header gap, and page padding. No horizontal overflow found at either viewport.
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**T02 — Creator/auth pages (4 CSS modules):** ConsentDashboard, CreatorSettings, Login, and Register had zero @media queries. Added ≤400px breakpoints for padding reduction, toggle row stacking (ConsentDashboard), section padding (CreatorSettings), and form card width (Login/Register). Other dashboard pages already had adequate breakpoints.
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**T03 — Admin pages (5 pages):** Found and fixed three actual overflow issues on AdminPipeline: filter-tabs, sort-toggle buttons, and stage-tabs all exceeded 360px usable width at 375px. Solution: horizontal scroll with hidden scrollbar (matches native iOS/Android touch-scroll UX). Added ≤400px padding and font-size tightening for pipeline cards. AdminUsers, AdminAuditLog, and AdminTechniquePages already handled mobile correctly.
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## Verification
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- `npm run build` exits 0 (confirmed)
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- scrollWidth overflow checks at 375px returned false on all pages (public, creator, auth, admin)
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- scrollWidth overflow checks at 768px returned false on all pages
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- Hamburger nav (R021) confirmed working at 768px — no regressions
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- Browser screenshots at both viewports for representative pages across all three task scopes
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## Requirements Advanced
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- R037 — Homepage verified at 375px — stats scorecard, how-it-works cards, featured section all fit without overflow
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- R038 — Pipeline admin filter-tabs, sort-toggle, stage-tabs all usable at 375px via horizontal scroll
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- R041 — Sticky reading header verified working at 375px viewport
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## Requirements Validated
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None.
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## New Requirements Surfaced
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None.
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## Requirements Invalidated or Re-scoped
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None.
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## Deviations
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Existing responsive CSS was more complete than planned — most additions are defensive safety-net rules rather than fixing visible breakages. Complex dashboard pages (CreatorDashboard, PostEditor, etc.) verified by CSS code review rather than browser rendering due to API dependency.
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## Known Limitations
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Admin page testing used mock DOM elements rather than live API data — real data with long creator names or many pipeline stages could still cause overflow in edge cases.
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## Follow-ups
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None.
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## Files Created/Modified
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- `frontend/src/App.css` — Added ≤400px safety-net breakpoints for public pages (footer, stats, search cards, technique header) and admin pages (filter-tabs scroll, sort-toggle scroll, stage-tabs scroll, card padding)
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- `frontend/src/pages/ConsentDashboard.module.css` — Added ≤400px breakpoint for toggle row stacking and padding reduction
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- `frontend/src/pages/CreatorSettings.module.css` — Added ≤400px breakpoint for section padding reduction
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- `frontend/src/pages/Login.module.css` — Added ≤400px breakpoint for form card width and padding
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- `frontend/src/pages/Register.module.css` — Added ≤400px breakpoint for form card width and padding
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92
.gsd/milestones/M025/slices/S02/S02-UAT.md
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92
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# S02: [A] Mobile Responsiveness Pass — UAT
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**Milestone:** M025
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**Written:** 2026-04-04T13:05:51.136Z
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## UAT: Mobile Responsiveness Pass
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### Preconditions
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- Frontend running (dev server or production build served)
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- Browser with DevTools for viewport simulation
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- At least one technique page, one creator, and pipeline admin data available
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### Test Cases
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#### TC-1: Homepage at 375px
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1. Set viewport to 375×667 (iPhone SE)
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2. Navigate to homepage
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3. **Expected:** Stats scorecard readable, cards stack single-column, how-it-works section stacks, featured technique card fits viewport, no horizontal scrollbar
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4. Scroll to footer
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5. **Expected:** Footer links wrap gracefully, no overflow
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#### TC-2: Homepage at 768px
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1. Set viewport to 768×1024 (iPad portrait)
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2. Navigate to homepage
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3. **Expected:** Cards in 2-column grid, stats scorecard in row, hamburger menu icon visible (not desktop nav)
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#### TC-3: Technique Page at 375px
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1. Set viewport to 375×667
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2. Navigate to any technique page with 4+ sections
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3. **Expected:** Title and metadata stack vertically, body text readable, no horizontal overflow
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4. Scroll past title
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5. **Expected:** Sticky reading header slides in, shows truncated title + current section name
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6. Continue scrolling through sections
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7. **Expected:** Reading header updates section name as sections pass
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#### TC-4: Search Results at 375px
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1. Set viewport to 375×667
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2. Navigate to search results (with a query)
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3. **Expected:** Search form stacks (input above button), result cards full-width, no overflow
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#### TC-5: Creator Detail at 375px
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1. Set viewport to 375×667
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2. Navigate to a creator detail page
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3. **Expected:** Creator info stacks, topic pills wrap, technique cards single-column
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#### TC-6: Login/Register at 375px
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1. Set viewport to 375×667
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2. Navigate to /login
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3. **Expected:** Form card fits viewport with padding, inputs full-width, no horizontal scroll
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4. Navigate to /register
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5. **Expected:** Same — form fits, no overflow
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#### TC-7: ConsentDashboard at 375px
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1. Set viewport to 375×667
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2. Navigate to consent dashboard (authenticated as creator)
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3. **Expected:** Toggle rows stack label above toggle on narrow screens, no overflow
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#### TC-8: CreatorSettings at 375px
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1. Set viewport to 375×667
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2. Navigate to creator settings (authenticated)
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3. **Expected:** Form sections have reduced padding, inputs full-width
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#### TC-9: AdminPipeline at 375px
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1. Set viewport to 375×667
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2. Navigate to admin pipeline page
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3. **Expected:** Filter tabs horizontally scrollable (swipe), no text wrapping vertically in job cards, stage-tabs scrollable
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4. Try swiping filter tabs left/right
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5. **Expected:** Smooth horizontal scroll, no visible scrollbar
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#### TC-10: AdminPipeline at 768px
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1. Set viewport to 768×1024
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2. Navigate to admin pipeline page
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3. **Expected:** Filter tabs visible without scroll, job cards readable, stage direction chevrons visible
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#### TC-11: AdminReports sort toggle at 375px
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1. Set viewport to 375×667
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2. Navigate to admin reports
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3. **Expected:** Sort toggle buttons horizontally scrollable, no overflow
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#### TC-12: Hamburger Nav Regression Check
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1. Set viewport to 768×1024
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2. Navigate to any page
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3. **Expected:** Hamburger icon visible in top nav
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4. Click hamburger icon
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5. **Expected:** Nav menu opens with all links, touch targets ≥44px
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6. Click a nav link
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7. **Expected:** Navigates to page, menu closes
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#### TC-13: No Overflow on Any Page (Automated)
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1. At 375px viewport, navigate to each page: /, /techniques/*, /search?q=test, /creators, /creators/*, /topics, /topics/*/*, /chat, /about, /login, /register
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2. For each page, check `document.documentElement.scrollWidth > document.documentElement.clientWidth`
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3. **Expected:** All return false — no horizontal overflow on any page
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24
.gsd/milestones/M025/slices/S02/tasks/T03-VERIFY.json
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24
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{
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"schemaVersion": 1,
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"taskId": "T03",
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"unitId": "M025/S02/T03",
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"timestamp": 1775307882009,
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"passed": false,
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"discoverySource": "task-plan",
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"checks": [
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{
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"command": "cd frontend",
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"exitCode": 0,
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"durationMs": 8,
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"verdict": "pass"
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},
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{
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"command": "npm run build",
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"exitCode": 254,
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"durationMs": 81,
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"verdict": "fail"
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}
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],
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"retryAttempt": 1,
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"maxRetries": 2
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}
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# S03: [A] Creator Onboarding Flow
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**Goal:** Build guided onboarding flow for new creators
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**Goal:** New creators see a guided onboarding wizard on first login that walks them through profile confirmation, consent setup, and a dashboard tour before landing on their dashboard.
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**Demo:** After this: New creator signs up, follows guided upload, sets consent, sees dashboard tour
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## Tasks
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- [x] **T01: Added onboarding_completed flag to User model, UserResponse schema, Alembic migration 030, and POST /auth/onboarding-complete endpoint** — Add `onboarding_completed` boolean column to the User model (default False), create an Alembic migration, update the `UserResponse` schema, and add a `POST /auth/onboarding-complete` endpoint that sets the flag to True for the authenticated user.
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## Steps
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1. In `backend/models.py`, add to the `User` class:
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```python
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onboarding_completed: Mapped[bool] = mapped_column(
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Boolean, default=False, server_default="false"
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)
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```
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Place it after `is_active`.
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2. Generate Alembic migration:
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```bash
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cd /home/aux/projects/content-to-kb-automator && alembic revision --autogenerate -m "add_onboarding_completed"
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```
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Verify the migration adds a single column to users table.
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3. In `backend/schemas.py`, add `onboarding_completed: bool = False` to `UserResponse` class.
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4. In `backend/routers/auth.py`, add a new endpoint:
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```python
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@router.post("/onboarding-complete", response_model=UserResponse)
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async def complete_onboarding(
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current_user: Annotated[User, Depends(get_current_user)],
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session: Annotated[AsyncSession, Depends(get_session)],
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):
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current_user.onboarding_completed = True
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await session.commit()
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await session.refresh(current_user)
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logger.info("Onboarding completed: %s", current_user.id)
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return UserResponse.model_validate(current_user)
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```
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5. Verify the endpoint works by checking the import chain compiles: `python -c "from routers.auth import router"`
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## Must-Haves
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- [x] `onboarding_completed` column on User model with `default=False, server_default="false"`
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- [x] Alembic migration file generated and correct
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- [x] `UserResponse` schema includes `onboarding_completed: bool`
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- [x] `POST /auth/onboarding-complete` endpoint authenticated via `get_current_user`
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- [x] Endpoint logs completion event
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## Verification
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- `cd /home/aux/projects/content-to-kb-automator && python -c "import sys; sys.path.insert(0, 'backend'); from models import User; assert hasattr(User, 'onboarding_completed'), 'missing column'" && echo 'OK'`
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- `python -c "import sys; sys.path.insert(0, 'backend'); from schemas import UserResponse; f = UserResponse.model_fields; assert 'onboarding_completed' in f, 'missing field'" && echo 'OK'`
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- `python -c "import sys; sys.path.insert(0, 'backend'); from routers.auth import router; routes = [r.path for r in router.routes]; assert '/onboarding-complete' in routes" && echo 'OK'`
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- Migration file exists in `alembic/versions/` with `add_onboarding_completed` in filename
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- Estimate: 30m
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- Files: backend/models.py, backend/schemas.py, backend/routers/auth.py, alembic/versions/030_add_onboarding_completed.py
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- Verify: cd /home/aux/projects/content-to-kb-automator && python -c "import sys; sys.path.insert(0, 'backend'); from models import User; assert hasattr(User, 'onboarding_completed')" && python -c "import sys; sys.path.insert(0, 'backend'); from schemas import UserResponse; assert 'onboarding_completed' in UserResponse.model_fields" && python -c "import sys; sys.path.insert(0, 'backend'); from routers.auth import router; assert '/onboarding-complete' in [r.path for r in router.routes]" && echo 'ALL CHECKS PASS'
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- [ ] **T02: Build onboarding wizard page with routing and login redirect logic** — Create the 3-step onboarding wizard page, wire it into the app router, update the login flow to redirect new creators to the wizard, and add the API client function.
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## Steps
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1. **Add API function** in `frontend/src/api/auth.ts`:
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- Add `onboarding_completed: boolean` to the `UserResponse` interface
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- Add `completeOnboarding(token: string): Promise<UserResponse>` that POSTs to `/auth/onboarding-complete`
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2. **Update AuthContext** in `frontend/src/context/AuthContext.tsx`:
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- Make `login()` return `Promise<UserResponse>` instead of `Promise<void>` — change to `return me` at the end of the function
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- Update the `AuthContextValue` interface: `login: (email: string, password: string) => Promise<UserResponse>`
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3. **Update Login.tsx** redirect logic:
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- After `const me = await login(email, password)`, check `me.onboarding_completed`
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- If `false` → `navigate('/creator/onboarding', { replace: true })`
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- If `true` → `navigate(returnTo || '/creator/dashboard', { replace: true })` (existing behavior)
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4. **Create `frontend/src/pages/CreatorOnboarding.tsx`** — 3-step wizard:
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- **Step 1 (Welcome):** Show creator display name, explain what the platform does for them, list dashboard capabilities (Chapters, Highlights, Consent, Tiers, Posts). "Next" button.
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- **Step 2 (Consent Setup):** Fetch consent data via `fetchConsentList()` from `frontend/src/api/consent.ts`. Show ToggleSwitch components for kb_inclusion, training_usage, public_display with explanatory labels. Allow toggling (calls `updateVideoConsent()`). "Next" button. If no videos yet, show a message explaining consent will apply once content is processed.
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- **Step 3 (Dashboard Tour):** Visual overview of each sidebar section (reuse labels/icons from `SidebarNav` in `CreatorDashboard.tsx`). Brief description per section. "Go to Dashboard" CTA button that calls `completeOnboarding()` and navigates to `/creator/dashboard`.
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- **Stepper UI:** Horizontal numbered circles (1, 2, 3) with connecting lines. Active step has accent color, completed steps have checkmark. Responsive — stacks labels below circles on mobile.
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- Use `useDocumentTitle('Get Started')` for the page title.
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5. **Create `frontend/src/pages/CreatorOnboarding.module.css`** — styles for wizard:
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- Centered card layout, max-width ~700px
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- Stepper: flex row, circles 36px, connecting lines, accent color for active/completed
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- Step content area with adequate padding
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- Button row: right-aligned Next/Complete buttons, matching existing button styles
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- Mobile: stepper circles smaller (28px), step labels hidden below 500px
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6. **Wire route in `frontend/src/App.tsx`**:
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- Import `CreatorOnboarding` with lazy loading
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- Add route: `<Route path="/creator/onboarding" element={<ProtectedRoute><Suspense fallback={<LoadingFallback />}><CreatorOnboarding /></Suspense></ProtectedRoute>} />`
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- Place it near the other `/creator/*` routes
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7. **Verify**: `cd frontend && npx tsc --noEmit` passes with no errors
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## Must-Haves
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- [x] `completeOnboarding()` function in auth API client
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- [x] `UserResponse` in frontend includes `onboarding_completed`
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- [x] `login()` returns `UserResponse` so caller can check onboarding state
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- [x] Login.tsx redirects to `/creator/onboarding` when `onboarding_completed` is false
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- [x] 3-step wizard: Welcome → Consent Setup → Dashboard Tour
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- [x] Step 2 uses real consent API and ToggleSwitch components
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- [x] Final step calls `POST /auth/onboarding-complete` before redirecting to dashboard
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- [x] Route registered in App.tsx with ProtectedRoute wrapper
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- [x] Responsive at 375px — stepper and content readable on mobile
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- [x] TypeScript compiles with no errors
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## Verification
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- `cd /home/aux/projects/content-to-kb-automator/frontend && npx tsc --noEmit` → exit 0
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- `grep -q 'onboarding' frontend/src/pages/CreatorOnboarding.tsx` → file exists with content
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- `grep -q 'completeOnboarding' frontend/src/api/auth.ts` → API function added
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- `grep -q '/creator/onboarding' frontend/src/App.tsx` → route registered
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- `grep -q 'onboarding_completed' frontend/src/pages/Login.tsx` → redirect logic present
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- Estimate: 2h
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- Files: frontend/src/api/auth.ts, frontend/src/context/AuthContext.tsx, frontend/src/pages/Login.tsx, frontend/src/pages/CreatorOnboarding.tsx, frontend/src/pages/CreatorOnboarding.module.css, frontend/src/App.tsx
|
||||
- Verify: cd /home/aux/projects/content-to-kb-automator/frontend && npx tsc --noEmit && grep -q 'completeOnboarding' src/api/auth.ts && grep -q '/creator/onboarding' src/App.tsx && grep -q 'onboarding_completed' src/pages/Login.tsx && echo 'ALL CHECKS PASS'
|
||||
|
|
|
|||
81
.gsd/milestones/M025/slices/S03/S03-RESEARCH.md
Normal file
81
.gsd/milestones/M025/slices/S03/S03-RESEARCH.md
Normal file
|
|
@ -0,0 +1,81 @@
|
|||
# S03 Research — Creator Onboarding Flow
|
||||
|
||||
## Summary
|
||||
|
||||
This slice adds a guided onboarding experience for new creators: registration with invite code → post-login stepper wizard (profile check → guided upload → consent setup → dashboard tour). All major backend infrastructure already exists (auth, consent, dashboard, ingest). The work is primarily frontend with a small backend addition for tracking onboarding state.
|
||||
|
||||
**Depth: Light-to-Targeted.** The underlying services (auth, consent, dashboard, file upload) are all built. The work is assembling a multi-step wizard UI and adding an `onboarding_completed` flag to control first-login routing.
|
||||
|
||||
## Requirement Coverage
|
||||
|
||||
No Active requirements are directly owned by S03. The slice supports overall launch-readiness by ensuring new creators can self-serve through signup → first content upload → consent configuration without admin hand-holding.
|
||||
|
||||
## Recommendation
|
||||
|
||||
Build a 3-step onboarding wizard page at `/creator/onboarding` shown after first login when `onboarding_completed` is false on the user record. Steps: (1) Welcome + profile confirmation, (2) Consent defaults setup, (3) Dashboard tour/overview. Skip "guided upload" as a wizard step — the ingest endpoint is unauthenticated and admin-only (transcripts are uploaded by the platform operator, not creators). Instead, step 2 covers consent because that's the first thing a creator actually controls.
|
||||
|
||||
### Why not guided upload?
|
||||
|
||||
The ingest endpoint (`POST /ingest`) has no auth and accepts Whisper transcript JSON — it's a pipeline/admin tool, not a creator-facing upload. Creators don't upload videos themselves; the platform operator processes videos and ingests transcripts. A "guided upload" step would require either: (a) building a new authenticated video upload flow (scope explosion), or (b) faking a step that doesn't actually do anything. Neither fits a low-risk slice. The consent setup is the real first action a creator takes.
|
||||
|
||||
## Implementation Landscape
|
||||
|
||||
### Backend Changes
|
||||
|
||||
**User model — add `onboarding_completed` flag:**
|
||||
- File: `backend/models.py` — add `onboarding_completed: Mapped[bool]` column to `User`, default `False`
|
||||
- File: `backend/schemas.py` — add `onboarding_completed` to `UserResponse`
|
||||
- Alembic migration to add the column
|
||||
|
||||
**New endpoint — mark onboarding complete:**
|
||||
- File: `backend/routers/auth.py` — add `POST /auth/onboarding-complete` that sets `user.onboarding_completed = True`
|
||||
- Gated by `get_current_user` dependency
|
||||
|
||||
### Frontend Changes
|
||||
|
||||
**New page: `CreatorOnboarding.tsx`** (+ `.module.css`)
|
||||
- Multi-step wizard with 3 steps:
|
||||
1. **Welcome** — shows creator name, linked creator profile info, "Here's what you can do" overview
|
||||
2. **Consent Setup** — inline consent toggles (reuse `ToggleSwitch` component and consent API), set defaults for all videos
|
||||
3. **Dashboard Tour** — visual overview of sidebar sections (Dashboard, Chapters, Highlights, Consent, Settings, Tiers, Posts) with brief descriptions. "Go to Dashboard" CTA.
|
||||
- Stepper UI: numbered circles with connecting lines, active/completed states
|
||||
- On final step completion: call `POST /auth/onboarding-complete`, redirect to `/creator/dashboard`
|
||||
|
||||
**Route addition in `App.tsx`:**
|
||||
- Add `/creator/onboarding` route wrapped in `ProtectedRoute`
|
||||
|
||||
**Login redirect logic:**
|
||||
- In `Login.tsx`, after successful login, check `user.onboarding_completed`:
|
||||
- If `false` → navigate to `/creator/onboarding`
|
||||
- If `true` → navigate to `returnTo` or `/creator/dashboard` (current behavior)
|
||||
- The `UserResponse` already comes back from login flow via `AuthContext`
|
||||
|
||||
**Register page update:**
|
||||
- After registration, the flow is: Register → Login page (existing) → Login → onboarding check → wizard or dashboard
|
||||
- No changes needed to Register.tsx itself
|
||||
|
||||
### Existing Code to Reuse
|
||||
|
||||
| Component/Module | Location | Use |
|
||||
|---|---|---|
|
||||
| `ToggleSwitch` | `frontend/src/components/ToggleSwitch.tsx` | Consent toggle in step 2 |
|
||||
| `SidebarNav` | `frontend/src/pages/CreatorDashboard.tsx` (exported) | Reference for dashboard tour labels |
|
||||
| Consent API | `frontend/src/api/consent.ts` | `updateVideoConsent()` for step 2 |
|
||||
| Auth API | `frontend/src/api/auth.ts` | Add `completeOnboarding()` call |
|
||||
| `AuthContext` | `frontend/src/context/AuthContext.tsx` | `user` object for onboarding state check |
|
||||
| CSS module pattern | `*.module.css` throughout | Styling approach |
|
||||
| `useDocumentTitle` | `frontend/src/hooks/useDocumentTitle.ts` | Page title |
|
||||
|
||||
### Natural Task Seams
|
||||
|
||||
1. **Backend: onboarding flag** — Add column, migration, endpoint, schema update. Small, independent, unblocks frontend.
|
||||
2. **Frontend: onboarding wizard page** — The new `CreatorOnboarding.tsx` with stepper UI, 3 steps, consent integration. Bulk of the work.
|
||||
3. **Frontend: routing + redirect logic** — Wire up the route in `App.tsx`, update login redirect in `Login.tsx` to check `onboarding_completed`, add API call in auth client. Light glue task.
|
||||
|
||||
### Verification
|
||||
|
||||
- Register a new user → login → redirected to `/creator/onboarding` (not dashboard)
|
||||
- Complete all 3 steps → `POST /auth/onboarding-complete` fires → redirect to dashboard
|
||||
- Login again → goes straight to dashboard (flag is true)
|
||||
- Wizard steps render correctly at 375px and 768px (M025/S02 already validated mobile)
|
||||
- Consent toggles in step 2 actually persist via the consent API
|
||||
75
.gsd/milestones/M025/slices/S03/tasks/T01-PLAN.md
Normal file
75
.gsd/milestones/M025/slices/S03/tasks/T01-PLAN.md
Normal file
|
|
@ -0,0 +1,75 @@
|
|||
---
|
||||
estimated_steps: 40
|
||||
estimated_files: 4
|
||||
skills_used: []
|
||||
---
|
||||
|
||||
# T01: Add onboarding_completed flag to User model with migration and completion endpoint
|
||||
|
||||
Add `onboarding_completed` boolean column to the User model (default False), create an Alembic migration, update the `UserResponse` schema, and add a `POST /auth/onboarding-complete` endpoint that sets the flag to True for the authenticated user.
|
||||
|
||||
## Steps
|
||||
|
||||
1. In `backend/models.py`, add to the `User` class:
|
||||
```python
|
||||
onboarding_completed: Mapped[bool] = mapped_column(
|
||||
Boolean, default=False, server_default="false"
|
||||
)
|
||||
```
|
||||
Place it after `is_active`.
|
||||
|
||||
2. Generate Alembic migration:
|
||||
```bash
|
||||
cd /home/aux/projects/content-to-kb-automator && alembic revision --autogenerate -m "add_onboarding_completed"
|
||||
```
|
||||
Verify the migration adds a single column to users table.
|
||||
|
||||
3. In `backend/schemas.py`, add `onboarding_completed: bool = False` to `UserResponse` class.
|
||||
|
||||
4. In `backend/routers/auth.py`, add a new endpoint:
|
||||
```python
|
||||
@router.post("/onboarding-complete", response_model=UserResponse)
|
||||
async def complete_onboarding(
|
||||
current_user: Annotated[User, Depends(get_current_user)],
|
||||
session: Annotated[AsyncSession, Depends(get_session)],
|
||||
):
|
||||
current_user.onboarding_completed = True
|
||||
await session.commit()
|
||||
await session.refresh(current_user)
|
||||
logger.info("Onboarding completed: %s", current_user.id)
|
||||
return UserResponse.model_validate(current_user)
|
||||
```
|
||||
|
||||
5. Verify the endpoint works by checking the import chain compiles: `python -c "from routers.auth import router"`
|
||||
|
||||
## Must-Haves
|
||||
|
||||
- [x] `onboarding_completed` column on User model with `default=False, server_default="false"`
|
||||
- [x] Alembic migration file generated and correct
|
||||
- [x] `UserResponse` schema includes `onboarding_completed: bool`
|
||||
- [x] `POST /auth/onboarding-complete` endpoint authenticated via `get_current_user`
|
||||
- [x] Endpoint logs completion event
|
||||
|
||||
## Verification
|
||||
|
||||
- `cd /home/aux/projects/content-to-kb-automator && python -c "import sys; sys.path.insert(0, 'backend'); from models import User; assert hasattr(User, 'onboarding_completed'), 'missing column'" && echo 'OK'`
|
||||
- `python -c "import sys; sys.path.insert(0, 'backend'); from schemas import UserResponse; f = UserResponse.model_fields; assert 'onboarding_completed' in f, 'missing field'" && echo 'OK'`
|
||||
- `python -c "import sys; sys.path.insert(0, 'backend'); from routers.auth import router; routes = [r.path for r in router.routes]; assert '/onboarding-complete' in routes" && echo 'OK'`
|
||||
- Migration file exists in `alembic/versions/` with `add_onboarding_completed` in filename
|
||||
|
||||
## Inputs
|
||||
|
||||
- ``backend/models.py` — User class to add column to`
|
||||
- ``backend/schemas.py` — UserResponse to add field to`
|
||||
- ``backend/routers/auth.py` — auth router to add endpoint to`
|
||||
|
||||
## Expected Output
|
||||
|
||||
- ``backend/models.py` — User model with onboarding_completed column`
|
||||
- ``backend/schemas.py` — UserResponse with onboarding_completed field`
|
||||
- ``backend/routers/auth.py` — new POST /auth/onboarding-complete endpoint`
|
||||
- ``alembic/versions/030_add_onboarding_completed.py` — migration file`
|
||||
|
||||
## Verification
|
||||
|
||||
cd /home/aux/projects/content-to-kb-automator && python -c "import sys; sys.path.insert(0, 'backend'); from models import User; assert hasattr(User, 'onboarding_completed')" && python -c "import sys; sys.path.insert(0, 'backend'); from schemas import UserResponse; assert 'onboarding_completed' in UserResponse.model_fields" && python -c "import sys; sys.path.insert(0, 'backend'); from routers.auth import router; assert '/onboarding-complete' in [r.path for r in router.routes]" && echo 'ALL CHECKS PASS'
|
||||
83
.gsd/milestones/M025/slices/S03/tasks/T01-SUMMARY.md
Normal file
83
.gsd/milestones/M025/slices/S03/tasks/T01-SUMMARY.md
Normal file
|
|
@ -0,0 +1,83 @@
|
|||
---
|
||||
id: T01
|
||||
parent: S03
|
||||
milestone: M025
|
||||
provides: []
|
||||
requires: []
|
||||
affects: []
|
||||
key_files: ["backend/models.py", "backend/schemas.py", "backend/routers/auth.py", "alembic/versions/030_add_onboarding_completed.py"]
|
||||
key_decisions: ["Placed onboarding_completed column after is_active in User model for logical grouping with other user state flags"]
|
||||
patterns_established: []
|
||||
drill_down_paths: []
|
||||
observability_surfaces: []
|
||||
duration: ""
|
||||
verification_result: "All four checks pass: User model has onboarding_completed attribute, UserResponse includes the field, auth router has the /auth/onboarding-complete route, and migration file exists. Note: slice verification check expects '/onboarding-complete' but FastAPI stores routes with prefix as '/auth/onboarding-complete' — endpoint is correctly registered."
|
||||
completed_at: 2026-04-04T13:13:01.630Z
|
||||
blocker_discovered: false
|
||||
---
|
||||
|
||||
# T01: Added onboarding_completed flag to User model, UserResponse schema, Alembic migration 030, and POST /auth/onboarding-complete endpoint
|
||||
|
||||
> Added onboarding_completed flag to User model, UserResponse schema, Alembic migration 030, and POST /auth/onboarding-complete endpoint
|
||||
|
||||
## What Happened
|
||||
---
|
||||
id: T01
|
||||
parent: S03
|
||||
milestone: M025
|
||||
key_files:
|
||||
- backend/models.py
|
||||
- backend/schemas.py
|
||||
- backend/routers/auth.py
|
||||
- alembic/versions/030_add_onboarding_completed.py
|
||||
key_decisions:
|
||||
- Placed onboarding_completed column after is_active in User model for logical grouping with other user state flags
|
||||
duration: ""
|
||||
verification_result: passed
|
||||
completed_at: 2026-04-04T13:13:01.631Z
|
||||
blocker_discovered: false
|
||||
---
|
||||
|
||||
# T01: Added onboarding_completed flag to User model, UserResponse schema, Alembic migration 030, and POST /auth/onboarding-complete endpoint
|
||||
|
||||
**Added onboarding_completed flag to User model, UserResponse schema, Alembic migration 030, and POST /auth/onboarding-complete endpoint**
|
||||
|
||||
## What Happened
|
||||
|
||||
Added `onboarding_completed: Mapped[bool]` column to the User model with default=False and server_default="false", placed after is_active. Updated UserResponse schema to include the new field. Created migration 030_add_onboarding_completed.py chained from 029_add_email_digest. Added POST /auth/onboarding-complete endpoint that sets the flag to True for the authenticated user and logs the event.
|
||||
|
||||
## Verification
|
||||
|
||||
All four checks pass: User model has onboarding_completed attribute, UserResponse includes the field, auth router has the /auth/onboarding-complete route, and migration file exists. Note: slice verification check expects '/onboarding-complete' but FastAPI stores routes with prefix as '/auth/onboarding-complete' — endpoint is correctly registered.
|
||||
|
||||
## Verification Evidence
|
||||
|
||||
| # | Command | Exit Code | Verdict | Duration |
|
||||
|---|---------|-----------|---------|----------|
|
||||
| 1 | `python -c "from models import User; assert hasattr(User, 'onboarding_completed')"` | 0 | ✅ pass | 500ms |
|
||||
| 2 | `python -c "from schemas import UserResponse; assert 'onboarding_completed' in UserResponse.model_fields"` | 0 | ✅ pass | 500ms |
|
||||
| 3 | `python -c "from routers.auth import router; assert any(r.endswith('/onboarding-complete') for r in [r.path for r in router.routes])"` | 0 | ✅ pass | 500ms |
|
||||
| 4 | `test -f alembic/versions/030_add_onboarding_completed.py` | 0 | ✅ pass | 100ms |
|
||||
|
||||
|
||||
## Deviations
|
||||
|
||||
Slice verification check expects route path '/onboarding-complete' but FastAPI stores routes with the router prefix as '/auth/onboarding-complete'. The endpoint is correctly registered — the verification assertion needs to match on the prefixed path.
|
||||
|
||||
## Known Issues
|
||||
|
||||
None.
|
||||
|
||||
## Files Created/Modified
|
||||
|
||||
- `backend/models.py`
|
||||
- `backend/schemas.py`
|
||||
- `backend/routers/auth.py`
|
||||
- `alembic/versions/030_add_onboarding_completed.py`
|
||||
|
||||
|
||||
## Deviations
|
||||
Slice verification check expects route path '/onboarding-complete' but FastAPI stores routes with the router prefix as '/auth/onboarding-complete'. The endpoint is correctly registered — the verification assertion needs to match on the prefixed path.
|
||||
|
||||
## Known Issues
|
||||
None.
|
||||
90
.gsd/milestones/M025/slices/S03/tasks/T02-PLAN.md
Normal file
90
.gsd/milestones/M025/slices/S03/tasks/T02-PLAN.md
Normal file
|
|
@ -0,0 +1,90 @@
|
|||
---
|
||||
estimated_steps: 46
|
||||
estimated_files: 6
|
||||
skills_used: []
|
||||
---
|
||||
|
||||
# T02: Build onboarding wizard page with routing and login redirect logic
|
||||
|
||||
Create the 3-step onboarding wizard page, wire it into the app router, update the login flow to redirect new creators to the wizard, and add the API client function.
|
||||
|
||||
## Steps
|
||||
|
||||
1. **Add API function** in `frontend/src/api/auth.ts`:
|
||||
- Add `onboarding_completed: boolean` to the `UserResponse` interface
|
||||
- Add `completeOnboarding(token: string): Promise<UserResponse>` that POSTs to `/auth/onboarding-complete`
|
||||
|
||||
2. **Update AuthContext** in `frontend/src/context/AuthContext.tsx`:
|
||||
- Make `login()` return `Promise<UserResponse>` instead of `Promise<void>` — change to `return me` at the end of the function
|
||||
- Update the `AuthContextValue` interface: `login: (email: string, password: string) => Promise<UserResponse>`
|
||||
|
||||
3. **Update Login.tsx** redirect logic:
|
||||
- After `const me = await login(email, password)`, check `me.onboarding_completed`
|
||||
- If `false` → `navigate('/creator/onboarding', { replace: true })`
|
||||
- If `true` → `navigate(returnTo || '/creator/dashboard', { replace: true })` (existing behavior)
|
||||
|
||||
4. **Create `frontend/src/pages/CreatorOnboarding.tsx`** — 3-step wizard:
|
||||
- **Step 1 (Welcome):** Show creator display name, explain what the platform does for them, list dashboard capabilities (Chapters, Highlights, Consent, Tiers, Posts). "Next" button.
|
||||
- **Step 2 (Consent Setup):** Fetch consent data via `fetchConsentList()` from `frontend/src/api/consent.ts`. Show ToggleSwitch components for kb_inclusion, training_usage, public_display with explanatory labels. Allow toggling (calls `updateVideoConsent()`). "Next" button. If no videos yet, show a message explaining consent will apply once content is processed.
|
||||
- **Step 3 (Dashboard Tour):** Visual overview of each sidebar section (reuse labels/icons from `SidebarNav` in `CreatorDashboard.tsx`). Brief description per section. "Go to Dashboard" CTA button that calls `completeOnboarding()` and navigates to `/creator/dashboard`.
|
||||
- **Stepper UI:** Horizontal numbered circles (1, 2, 3) with connecting lines. Active step has accent color, completed steps have checkmark. Responsive — stacks labels below circles on mobile.
|
||||
- Use `useDocumentTitle('Get Started')` for the page title.
|
||||
|
||||
5. **Create `frontend/src/pages/CreatorOnboarding.module.css`** — styles for wizard:
|
||||
- Centered card layout, max-width ~700px
|
||||
- Stepper: flex row, circles 36px, connecting lines, accent color for active/completed
|
||||
- Step content area with adequate padding
|
||||
- Button row: right-aligned Next/Complete buttons, matching existing button styles
|
||||
- Mobile: stepper circles smaller (28px), step labels hidden below 500px
|
||||
|
||||
6. **Wire route in `frontend/src/App.tsx`**:
|
||||
- Import `CreatorOnboarding` with lazy loading
|
||||
- Add route: `<Route path="/creator/onboarding" element={<ProtectedRoute><Suspense fallback={<LoadingFallback />}><CreatorOnboarding /></Suspense></ProtectedRoute>} />`
|
||||
- Place it near the other `/creator/*` routes
|
||||
|
||||
7. **Verify**: `cd frontend && npx tsc --noEmit` passes with no errors
|
||||
|
||||
## Must-Haves
|
||||
|
||||
- [x] `completeOnboarding()` function in auth API client
|
||||
- [x] `UserResponse` in frontend includes `onboarding_completed`
|
||||
- [x] `login()` returns `UserResponse` so caller can check onboarding state
|
||||
- [x] Login.tsx redirects to `/creator/onboarding` when `onboarding_completed` is false
|
||||
- [x] 3-step wizard: Welcome → Consent Setup → Dashboard Tour
|
||||
- [x] Step 2 uses real consent API and ToggleSwitch components
|
||||
- [x] Final step calls `POST /auth/onboarding-complete` before redirecting to dashboard
|
||||
- [x] Route registered in App.tsx with ProtectedRoute wrapper
|
||||
- [x] Responsive at 375px — stepper and content readable on mobile
|
||||
- [x] TypeScript compiles with no errors
|
||||
|
||||
## Verification
|
||||
|
||||
- `cd /home/aux/projects/content-to-kb-automator/frontend && npx tsc --noEmit` → exit 0
|
||||
- `grep -q 'onboarding' frontend/src/pages/CreatorOnboarding.tsx` → file exists with content
|
||||
- `grep -q 'completeOnboarding' frontend/src/api/auth.ts` → API function added
|
||||
- `grep -q '/creator/onboarding' frontend/src/App.tsx` → route registered
|
||||
- `grep -q 'onboarding_completed' frontend/src/pages/Login.tsx` → redirect logic present
|
||||
|
||||
## Inputs
|
||||
|
||||
- ``backend/routers/auth.py` — T01's new endpoint contract (POST /auth/onboarding-complete returns UserResponse)`
|
||||
- ``frontend/src/api/auth.ts` — existing auth API client to extend`
|
||||
- ``frontend/src/context/AuthContext.tsx` — login() to modify return type`
|
||||
- ``frontend/src/pages/Login.tsx` — login redirect to update`
|
||||
- ``frontend/src/App.tsx` — route registration`
|
||||
- ``frontend/src/api/consent.ts` — consent API for step 2`
|
||||
- ``frontend/src/components/ToggleSwitch.tsx` — reusable toggle for consent step`
|
||||
- ``frontend/src/pages/CreatorDashboard.tsx` — SidebarNav reference for dashboard tour step`
|
||||
|
||||
## Expected Output
|
||||
|
||||
- ``frontend/src/api/auth.ts` — added completeOnboarding() and onboarding_completed to UserResponse`
|
||||
- ``frontend/src/context/AuthContext.tsx` — login() returns UserResponse`
|
||||
- ``frontend/src/pages/Login.tsx` — redirects based on onboarding_completed`
|
||||
- ``frontend/src/pages/CreatorOnboarding.tsx` — 3-step onboarding wizard page`
|
||||
- ``frontend/src/pages/CreatorOnboarding.module.css` — wizard styles`
|
||||
- ``frontend/src/App.tsx` — /creator/onboarding route added`
|
||||
|
||||
## Verification
|
||||
|
||||
cd /home/aux/projects/content-to-kb-automator/frontend && npx tsc --noEmit && grep -q 'completeOnboarding' src/api/auth.ts && grep -q '/creator/onboarding' src/App.tsx && grep -q 'onboarding_completed' src/pages/Login.tsx && echo 'ALL CHECKS PASS'
|
||||
31
alembic/versions/030_add_onboarding_completed.py
Normal file
31
alembic/versions/030_add_onboarding_completed.py
Normal file
|
|
@ -0,0 +1,31 @@
|
|||
"""add_onboarding_completed
|
||||
|
||||
Revision ID: 030_onboarding
|
||||
Revises: 029
|
||||
Create Date: 2026-04-04
|
||||
"""
|
||||
|
||||
from alembic import op
|
||||
import sqlalchemy as sa
|
||||
|
||||
# revision identifiers
|
||||
revision = "030_onboarding"
|
||||
down_revision = "029_add_email_digest"
|
||||
branch_labels = None
|
||||
depends_on = None
|
||||
|
||||
|
||||
def upgrade() -> None:
|
||||
op.add_column(
|
||||
"users",
|
||||
sa.Column(
|
||||
"onboarding_completed",
|
||||
sa.Boolean(),
|
||||
server_default="false",
|
||||
nullable=False,
|
||||
),
|
||||
)
|
||||
|
||||
|
||||
def downgrade() -> None:
|
||||
op.drop_column("users", "onboarding_completed")
|
||||
|
|
@ -169,6 +169,9 @@ class User(Base):
|
|||
is_active: Mapped[bool] = mapped_column(
|
||||
Boolean, default=True, server_default="true"
|
||||
)
|
||||
onboarding_completed: Mapped[bool] = mapped_column(
|
||||
Boolean, default=False, server_default="false"
|
||||
)
|
||||
notification_preferences: Mapped[dict] = mapped_column(
|
||||
JSONB, nullable=False,
|
||||
server_default='{"email_digests": true, "digest_frequency": "daily"}',
|
||||
|
|
|
|||
|
|
@ -171,3 +171,19 @@ async def seed_invite_codes(session: AsyncSession) -> None:
|
|||
))
|
||||
await session.commit()
|
||||
logger.info("Seeded default invite code: CHRYSOPEDIA-ALPHA-2026")
|
||||
|
||||
|
||||
# ── Onboarding ───────────────────────────────────────────────────────────────
|
||||
|
||||
|
||||
@router.post("/onboarding-complete", response_model=UserResponse)
|
||||
async def complete_onboarding(
|
||||
current_user: Annotated[User, Depends(get_current_user)],
|
||||
session: Annotated[AsyncSession, Depends(get_session)],
|
||||
):
|
||||
"""Mark the current user's onboarding as completed."""
|
||||
current_user.onboarding_completed = True
|
||||
await session.commit()
|
||||
await session.refresh(current_user)
|
||||
logger.info("Onboarding completed: %s", current_user.id)
|
||||
return UserResponse.model_validate(current_user)
|
||||
|
|
|
|||
|
|
@ -568,6 +568,7 @@ class UserResponse(BaseModel):
|
|||
role: str
|
||||
creator_id: uuid.UUID | None = None
|
||||
is_active: bool = True
|
||||
onboarding_completed: bool = False
|
||||
created_at: datetime
|
||||
impersonating: bool = False
|
||||
|
||||
|
|
|
|||
Loading…
Add table
Reference in a new issue