feat/onboarding (#337)

* feat(onboarding): add cookie helper, types and mock data

* feat(onboarding): add stepper, contextual preview and shell

* feat(onboarding): add sso-gate step

* feat(onboarding): add account-info step with real signup

* feat(onboarding): add security step

* feat(onboarding): add preferences step

* fix(onboarding): validate avatar upload size/type and handle FileReader errors

* feat(onboarding): add org-create step

* feat(onboarding): add invite-members step

* feat(onboarding): add notifier step reusing real provider list

* feat(onboarding): add storage step reusing real provider list

* feat(onboarding): add defaults step

* feat(onboarding): add agent-create step

* feat(onboarding): add agent-waiting step with simulated ping

* feat(onboarding): add project-create step

* feat(onboarding): add db-settings step with per-db repeat

* feat(onboarding): add finish step with confetti

* feat(onboarding): wire full step graph

* feat(onboarding): add /welcome route

* feat(onboarding): gate landing, auth and dashboard routes behind onboarding cookie

* fix(onboarding): call next() in finish step so onFlowComplete fires and cookie is written

* docs: add onboarding channel config + style refactor spec

* docs: add conditional step skip when no agents to spec

* docs(onboarding): add implementation plan for channel config flow and style refactor

* feat(onboarding): extend OnboardingChannel with name and config fields

* feat(onboarding): add two-phase config flow and org-combobox style to notifier step

* fix(onboarding): prevent duplicate notifier providers and guard Continue button

* feat(onboarding): add two-phase config flow and org-combobox style to storage step

* style(onboarding): restyle sso-gate provider buttons to org-combobox card style

* style(onboarding): restyle security method choice to org-combobox card style

* style(onboarding): restyle theme toggles in preferences step to org-combobox card style

* style(onboarding): restyle DB toggle buttons in project-create step to org-combobox card style

* feat(onboarding): skip agent-waiting/project-create/db-settings when no agents created

* feat(onboarding): update type system — meta, firstName/lastName, org.id, databases

* feat(onboarding): add settings.onboarding column + markOnboardingDoneAction

* feat(onboarding): add resolveOnboardingState server function

* fix(onboarding): remove unused imports from onboarding-state.ts

* style(onboarding): add branding to shell, fix progress bar full width

* feat(onboarding): replace preview panel with stepper checklist

* feat(onboarding): add step-login replacing sso-gate

* fix(onboarding): step-login — conform to global mutation pattern, handle SSO errors

* feat(onboarding): step-account-info — firstName/lastName, conditional password, findOrCreate

* feat(onboarding): avatar API route (next/og) + AvatarPicker in preferences step

* feat(onboarding): step-security reads passkeyEnabled from flowData.meta

* feat(onboarding): step-org-create calls real createOrganizationAction

* fix(onboarding): step-org-create — simplify error handling, throw on empty name

* feat(onboarding): notifier + storage steps call real actions + findOrCreate on back

* feat(onboarding): step-agent-create calls real createAgentAction + findOrCreate

* feat(onboarding): step-agent-waiting polls real agent lastContact via useQuery

* feat(onboarding): add step-agent-key with edgeKey generation via server action

* feat(onboarding): step-project-create uses real action + real DBs from flowData

* feat(onboarding): wire steps — add login + agent-key, remove sso-gate

* feat(onboarding): page.tsx uses resolveOnboardingState — server-driven resume

* chore(onboarding): delete mock/cookie/preview/sso-gate files — replaced by real implementation

* feat(onboarding): add emailPasswordEnabled to meta, remove logoDataUrl from org

* feat(onboarding): DB-driven resume — query notifiers/storages, check agent lastContact

* feat(onboarding): agent-waiting step is now skippable

* feat(onboarding): login — auto-advance if session, callbackURL on SSO, hide email/pw when disabled, empty state

* fix(onboarding): step-login — add next to useEffect deps, default emailPasswordEnabled to false

* fix(onboarding): verify session after passkey registration, fallback to signIn.passkey()

* feat(onboarding): theme applied dynamically via setTheme, avatar saved to user.image

* feat(onboarding): remove org logo upload — orgs have no logo

* feat(onboarding): show Next button in shell when navigating backwards

* docs: add onboarding refactor design spec

* docs: add onboarding refactor implementation plan

* refactor(onboarding): extract useCreateAgent and useDeleteAgent hooks

* refactor(onboarding): extract useCreateOrg and useCreateProject hooks

* fix(onboarding): trim project name, standardize error narrowing in org/project hooks

* fix(onboarding): use narrowed createData.value in use-create-org

* refactor(onboarding): extract useUpdateAccount hook

* refactor(onboarding): extract useAddNotifier and useRemoveNotifier hooks

* refactor(onboarding): extract useAddStorage and useRemoveStorage hooks

* refactor(onboarding): extract useAgentStatus and useGenerateEdgeKey hooks

* refactor(onboarding): extract useMarkOnboardingDone hook, remove .gitkeep files

* docs: add onboarding theme persistence & progress bar fix spec

* docs: add onboarding theme & progress bar implementation plan

* fix(onboarding): persist theme to db on selection in StepPreferences

* fix(onboarding): recalculate progress bar from full STEP_ORDER position

* fix(theme): sync user theme from DB on all routes, not only dashboard

* fix(theme): use current theme as fallback in preferences, prevent session override of localStorage

* fix(onboarding): correct resume steps and skip agent-waiting flash when agent is connected

* fix(onboarding): properly resolve onboarding state, remove redirect trap in step-defaults, block waiting flash

* fix(onboarding): resume at db-settings instead of finish if no database exists for the project

* fix(onboarding): redirect to agent-create if project exists but no agent is found

* fix(onboarding): allow going from agent-create to project-create if a project already exists

* fix(onboarding): skip intermediate agent steps when going back from project-create to agent-create

* fix(onboarding): skip default step when going back from agent-create if no notifiers and storages exist

* feat(onboarding): allow user to choose between passkey and password during registration if both are enabled

* feat(onboarding): replace tabs with single form and multiple buttons for auth choice

* style(onboarding): improve empty auth state UI with lucide icon and better layout

* fix(onboarding): completely hide back button on the first step instead of disabling it

* fix(onboarding): skip default step if no notifiers and storages exist when advancing from storage step

* fix(onboarding): correctly show select placeholder when default value does not exist in the list

* refactor(onboarding): remove duplicate generate-edge-key action and use core utility directly

* feat(onboarding): compute edgeKey directly on the server side to avoid lazy loading

* fix(onboarding): skip db-settings step if no database is found on the agent

* fix(onboarding): do not skip db settings if agent is connected but no databases found

* refactor(onboarding): skip db settings entirely if no database is selected in project create

* feat(onboarding): auto-save database selections on project create instantly

* style(onboarding): replace button opacity flash with specific spinner animation on db select

* feat(onboarding): extend OnboardingDbSettings with retention, schedule, and policy fields

* feat(onboarding): add applyOnboardingDbSettingsAction server action

* feat(onboarding): add BackupScheduleSelector component

* feat(onboarding): rewrite step-db-settings with three-level phase navigation and full policy persistence

* fix(onboarding): wire applyMutation.mutateAsync everywhere and stabilize list keys

* docs(sdd): append hotfix summary for applyMutation and list keys

* fix(onboarding): address final review findings - atomicity, scheduling guard, apply-all recovery, client validation

* add: onboarding

* fix(migration): merge

* fix(migration): apply for onboarding

* fix(settings): make avatar selector, dicebear picker and tab bar responsive

* chore: checkpoint before features reorganization

* Task 2: Add migration script for features directory reorganization

* refactor(agents): reorganize into actions/components/schemas/hooks

* refactor(auth): reorganize into actions/components/schemas

* refactor(channel): reorganize into components/schemas, nest notifications+storages under components

* refactor(database): reorganize into actions/components/schemas

* refactor(layout): move all components to components/

* refactor(logs): reorganize into components/types

* refactor(migration): reorganize into actions/components

* refactor(notifications): reorganize into components/types/utils

* refactor(organizations): reorganize into actions/components/schemas/hooks/utils

* refactor(profile): reorganize into actions/components/schemas

* refactor(projects): reorganize into actions/components/schemas

* refactor(settings): reorganize into actions/components/schemas/hooks

* refactor(statistics): reorganize into components/utils

* refactor(storages): reorganize into types/utils

* refactor(theme): move all components to components/

* refactor(updates): reorganize into components/hooks

* refactor(upload): move action to actions/

* refactor(users): reorganize into actions/components/schemas

* fix: update broken imports after features reorganization (double-quote relative imports, channel subdir absolute paths)

* fix: .gitignore

* fix: onboarding

* fix: removed dead files

* feat: backfill onboarding flag for instances with existing data

* fix: persist onboarding=true on boot when SKIP_ONBOARDING is set

* feat: remove avatarMode/dicebearStyle from DB schema and types

* feat: simplify resolveAvatarUrl — custom image first, gravatar fallback

* feat: allow avatar upload regardless of mode

* feat: remove avatarMode from layout and profile prop chains

* feat: remove avatar mode admin tab and supporting files

* feat: remove avatar mode selector from onboarding defaults step

* fix: remove preferences onboarding step and fix routing

* fix: remove stale preferences entry from onboarding checklist

* feat: add avatar reset button and explanatory tooltip on profile page

* fix: move avatar tooltip to top-right badge overlay on avatar

* fix: use small destructive button for avatar removal

* fix

* Update step-defaults.tsx

* fix: default dev password for keycloak refer to env

* fix

* fix(migration): refactoring

* fix: api agent helpers.ts

* Update .env.example

---------

Co-authored-by: Théo LAGACHE <theo.lagache@soluce-technologies.com>
Co-authored-by: charles-gauthereau <charles.gauthereau@soluce-technologies.com>
This commit is contained in:
Théo LAGACHE
2026-06-27 17:08:38 +02:00
committed by GitHub
co-authored by Théo LAGACHE charles-gauthereau
parent 40d3228db6
commit 40247efddd
451 changed files with 15904 additions and 5054 deletions
@@ -0,0 +1,112 @@
"use client";
import {ColumnDef} from "@tanstack/react-table";
import {NotificationLogWithRelations} from "@/db/services/notification-log";
import {humanReadableDate} from "@/utils/date-formatting";
import {CheckCircle2, XCircle} from "lucide-react";
import {Badge} from "@/components/ui/badge";
import {NotificationLogModal} from "@/features/notifications/components/notification-log-modal";
import {getChannelIcon} from "@/features/channel/components/channels-helpers";
export function notificationLogsColumns(): ColumnDef<NotificationLogWithRelations>[] {
return [
{
accessorKey: "success",
header: "Status",
cell: ({row}) => {
const status = row.original.success ? "delivered" : "failed";
return(
<Badge variant="outline" className={`gap-1.5 ${getStatusColor(status)}`}>
{getStatusIcon(row.original.success)}
<span className="capitalize">{status}</span>
</Badge>
)
}
},
{
accessorKey: "channel",
header: "Channel",
cell: ({row}) => {
const channel = row.original.channel
return (
<div className="flex items-center gap-2">
<div
className="flex h-10 w-10 items-center justify-center rounded-md bg-secondary border border-border">
{getChannelIcon(channel?.provider ?? "")}
</div>
{channel?.name}
</div>
)
}
},
{
accessorKey: "sentAt",
header: "Sent At",
cell: ({row}) => {
const sentAt = humanReadableDate(row.original.sentAt)
return (
<div>
{sentAt}
</div>
)
}
},
{
accessorKey: "policy",
header: "Event Kind",
cell: ({ row }) => {
const eventKind = row.original.policy?.event;
if (!eventKind) {
return (
<div className="text-muted-foreground italic">
No event
</div>
);
}
return (
<div className="flex items-center gap-2">
<Badge>{eventKind}</Badge>
</div>
);
}
},
{
accessorKey: "details",
header: "Details",
cell: ({row}) => {
return (
<div>
<NotificationLogModal notificationLog={row.original} />
</div>
);
}
}
];
}
export const getStatusIcon = (status: boolean) => {
switch (status) {
case true:
return <CheckCircle2 className="h-4 w-4"/>
case false:
return <XCircle className="h-4 w-4"/>
}
}
export const getStatusColor = (status: string) => {
switch (status) {
case "delivered":
return "bg-green-100 dark:bg-green-100/10"
case "success":
return "bg-green-100 dark:bg-green-100/10"
case "failed":
return "bg-red-100 dark:bg-red-100/10"
case "pending":
return "bg-orange-100 dark:bg-orange-100/10"
}
}
@@ -0,0 +1,259 @@
"use client";
import {
AlertCircle,
Braces,
Database,
ExternalLink,
Eye,
Hash,
Server,
Sparkles,
} from "lucide-react";
import { useState } from "react";
import { Button } from "@/components/ui/button";
import {
Dialog,
DialogContent,
DialogDescription,
DialogHeader,
DialogTitle,
DialogTrigger,
} from "@/components/ui/dialog";
import type { NotificationLogWithRelations } from "@/db/services/notification-log";
type NotificationLogModalProps = {
notificationLog: NotificationLogWithRelations;
};
const getTroubleshootingForError = (errorMsg?: any) => {
if (!errorMsg || String(errorMsg).toLowerCase() === "null") return null;
const msg = String(errorMsg).toLowerCase();
if (msg.includes("database connection") || msg.includes("agent")) {
return {
title: "Agent Connection Issue",
resolution:
"It appears the agent cannot reach the database. Please ensure that your agent is actively running, your PostgreSQL credentials are correct, and port 5432 is open on your firewall.",
docLink:
"https://portabase.io/docs/agent/troubleshooting/agent-connection",
};
}
if (msg.includes("timeout")) {
return {
title: "Timeout",
resolution:
"The agent is taking too long to respond. This could be due to high server load, network issues, or a large database.",
docLink: "https://portabase.io/docs/agent/troubleshooting/timeout",
};
}
return {
title: "Unexpected Execution Error",
resolution:
"An unexpected error occurred during execution. Please review the raw system logs or contact support if the issue persists.",
docLink: "https://discord.gg/Wgv7xZ8fWJ",
};
};
const getIconForKey = (key: string, value: any) => {
const isActualError =
key.toLowerCase().includes("error") &&
value !== null &&
String(value).toLowerCase() !== "null";
if (key.toLowerCase().includes("id"))
return <Hash className="w-3.5 h-3.5 text-muted-foreground" />;
if (key.toLowerCase().includes("host"))
return <Server className="w-3.5 h-3.5 text-muted-foreground" />;
if (isActualError)
return <AlertCircle className="w-3.5 h-3.5 text-destructive" />;
return <Database className="w-3.5 h-3.5 text-muted-foreground" />;
};
export const NotificationLogModal = ({
notificationLog,
}: NotificationLogModalProps) => {
const [open, setOpen] = useState(false);
// @ts-expect-error — payload type is not fully typed yet
const payloadError = notificationLog.payload?.error;
const dispatchError = !notificationLog.success ? notificationLog.error : null;
const troubleshooting = getTroubleshootingForError(payloadError || dispatchError);
return (
<Dialog open={open} onOpenChange={setOpen}>
<DialogTrigger asChild>
<Button
variant="outline"
onClick={() => setOpen(true)}
className="relative"
>
<Eye className="w-4 h-4" />
</Button>
</DialogTrigger>
<DialogContent className="sm:max-w-xl bg-background">
<DialogHeader>
<DialogTitle>Notification Details</DialogTitle>
<DialogDescription>Execution logs and payload data</DialogDescription>
</DialogHeader>
<div className="space-y-4 mt-2 max-h-[70vh] overflow-y-auto px-1 pb-2">
<div className="relative border rounded-xl bg-card shadow-sm flex flex-col">
<div className="bg-primary/5 border-b px-4 py-2.5 flex items-center gap-2 rounded-t-xl">
<div className="p-1 bg-primary/10 rounded-md">
<Database className="w-4 h-4 text-primary" />
</div>
<span className="font-semibold text-sm text-primary">
Event Trigger
</span>
</div>
<div className="p-4 flex flex-col gap-4">
<div className="flex flex-col sm:flex-row sm:items-start justify-between gap-1 sm:gap-4">
<span className="text-xs font-medium text-muted-foreground min-w-20 pt-0.5">
Title
</span>
<span className="text-sm sm:text-right flex-1 wrap-break-words">
{notificationLog.content.title}
</span>
</div>
<div className="flex flex-col sm:flex-row sm:items-start justify-between gap-1 sm:gap-4">
<span className="text-xs font-medium text-muted-foreground min-w-20 pt-0.5">
Message
</span>
<span className="text-sm sm:text-right flex-1 wrap-break-word text-muted-foreground">
{notificationLog.content.message}
</span>
</div>
</div>
{notificationLog.payload && (
<div className="absolute -bottom-1.5 left-1/2 -translate-x-1/2 w-3 h-3 bg-primary rounded-full border-2 border-background z-10" />
)}
</div>
{dispatchError && (
<>
<div className="w-px h-6 bg-border mx-auto -my-4 relative z-0" />
<div className="relative border border-destructive/30 rounded-xl bg-card shadow-sm flex flex-col">
<div className="absolute -top-1.5 left-1/2 -translate-x-1/2 w-3 h-3 bg-destructive rounded-full border-2 border-background z-10" />
<div className="bg-destructive/10 border-b border-destructive/10 px-4 py-2.5 flex items-center gap-2 rounded-t-xl">
<div className="p-1 bg-destructive/20 rounded-md">
<AlertCircle className="w-4 h-4 text-destructive" />
</div>
<span className="font-semibold text-sm text-destructive">Dispatch Error</span>
</div>
<div className="p-4">
<span className="text-sm font-mono text-destructive break-all">{dispatchError}</span>
</div>
</div>
</>
)}
<div className="w-px h-6 bg-border mx-auto -my-4 relative z-0" />
{notificationLog.payload &&
Object.keys(notificationLog.payload).length > 0 && (
<div className="relative border rounded-xl bg-card shadow-sm flex flex-col">
<div className="absolute -top-1.5 left-1/2 -translate-x-1/2 w-3 h-3 bg-primary rounded-full border-2 border-background z-10" />
<div className="bg-primary/5 border-b px-4 py-2.5 flex items-center justify-between rounded-t-xl">
<div className="flex items-center gap-2">
<div className="p-1 bg-primary/10 rounded-md">
<Braces className="w-4 h-4 text-primary" />
</div>
<span className="font-semibold text-sm text-primary">
JSON Payload
</span>
</div>
</div>
<div className="flex flex-col">
{Object.entries(notificationLog.payload).map(
([key, value], index, arr) => {
const isActualError =
key === "error" &&
value !== null &&
String(value).toLowerCase() !== "null";
return (
<div
key={key}
className={`flex flex-col sm:flex-row sm:items-center justify-between gap-2 px-4 py-3 hover:bg-muted/50 transition-colors ${
index !== arr.length - 1
? "border-b border-border/50"
: ""
}`}
>
<div className="flex items-center gap-2 min-w-[150px]">
{getIconForKey(key, value)}
<span className="text-sm font-medium">{key}</span>
</div>
<div className="flex-1 sm:text-right">
{isActualError ? (
<span className="inline-flex items-center px-2 py-1 rounded-md bg-destructive/10 text-destructive text-xs font-mono break-all">
{String(value)}
</span>
) : (
<span className="text-sm text-muted-foreground font-mono bg-muted px-2 py-1 rounded-md break-all">
{String(value)}
</span>
)}
</div>
</div>
);
},
)}
</div>
{troubleshooting && (
<div className="absolute -bottom-1.5 left-1/2 -translate-x-1/2 w-3 h-3 bg-primary rounded-full border-2 border-background z-10" />
)}
</div>
)}
{troubleshooting && (
<>
<div className="w-px h-6 bg-border mx-auto -my-4 relative z-0" />
<div className="relative border border-destructive/20 rounded-xl bg-gradient-to-b from-destructive/5 to-transparent shadow-sm flex flex-col">
<div className="absolute -top-1.5 left-1/2 -translate-x-1/2 w-3 h-3 bg-destructive rounded-full border-2 border-background z-10" />
<div className="bg-destructive/10 border-b border-destructive/10 px-4 py-2.5 flex items-center justify-between rounded-t-xl">
<div className="flex items-center gap-2">
<div className="p-1 bg-destructive/20 rounded-md">
<Sparkles className="w-4 h-4 text-destructive" />
</div>
<span className="font-semibold text-sm text-destructive">
Suggested Resolution
</span>
</div>
</div>
<div className="p-4 flex flex-col gap-2">
<h4 className="text-sm font-semibold text-foreground">
{troubleshooting.title}
</h4>
<p className="text-sm text-muted-foreground leading-relaxed">
{troubleshooting.resolution}
</p>
<div className="mt-2">
<a
href={troubleshooting.docLink}
target="_blank"
rel="noreferrer"
className="inline-flex items-center gap-1.5 text-xs font-semibold text-destructive hover:text-destructive/80 transition-colors"
>
Read the documentation{" "}
<ExternalLink className="w-3.5 h-3.5" />
</a>
</div>
</div>
</div>
</>
)}
</div>
</DialogContent>
</Dialog>
);
};
@@ -0,0 +1,22 @@
"use client"
import {DataTable} from "@/components/common/data-table";
import {
notificationLogsColumns,
} from "@/features/notifications/components/notification-log-columns";
import {NotificationLogWithRelations} from "@/db/services/notification-log";
type NotificationsLogsListProps = {
notificationLogs: NotificationLogWithRelations[]
}
export const NotificationLogsList = (props: NotificationsLogsListProps) => {
return (
<DataTable
enableSelect={false}
columns={notificationLogsColumns()}
data={props.notificationLogs}
enablePagination
/>
)
}