feat(onboarding): add multi-step user onboarding wizard
Add a 5-step onboarding flow for new users: - Migration 017: adds onboarding_completed, onboarding_completed_at, contact_email, preferred_destination to user_profiles - app/api/onboarding.py: REST endpoints (status, profile, plan, storage, complete) with session-based auth using sub/preferred_username/email/id priority chain - app/views/onboarding.py: GET /onboarding view with configured-destination detection helper for all 8 supported storage providers - frontend/templates/onboarding.html: Alpine.js wizard with progress indicator, tier cards (server-rendered), storage destination cards, accessible markup (WCAG AA), and all fetch() API calls - app/auth.py: redirect first-time OAuth users (onboarding_completed=False) to /onboarding after login - 16 unit tests covering all endpoints, auth enforcement, and edge cases Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
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@@ -15,6 +15,7 @@ from app.api.duplicates import router as duplicates_router
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from app.api.files import router as files_router
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from app.api.google_drive import router as google_drive_router
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from app.api.logs import router as logs_router
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from app.api.onboarding import router as onboarding_router
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from app.api.onedrive import router as onedrive_router
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from app.api.openai import router as openai_router
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from app.api.plans import router as plans_router
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@@ -60,3 +61,4 @@ router.include_router(webhooks_router)
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router.include_router(database_router)
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router.include_router(subscriptions_router)
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router.include_router(plans_router)
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router.include_router(onboarding_router)
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@@ -0,0 +1,225 @@
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"""API endpoints for the user onboarding wizard.
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Provides a REST interface for the multi-step onboarding flow, allowing
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authenticated users to set their profile, choose a subscription plan,
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select a storage destination, and mark onboarding as complete.
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"""
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import logging
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from datetime import datetime, timezone
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from typing import Annotated, Any
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from fastapi import APIRouter, Depends, HTTPException, Request, status
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from pydantic import BaseModel, Field
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from sqlalchemy.orm import Session
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from app.database import get_db
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from app.models import UserProfile
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from app.utils.subscription import TIERS
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logger = logging.getLogger(__name__)
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router = APIRouter(prefix="/onboarding", tags=["onboarding"])
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DbSession = Annotated[Session, Depends(get_db)]
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# ---------------------------------------------------------------------------
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# Auth helper
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# ---------------------------------------------------------------------------
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def _get_current_user_id(request: Request) -> str:
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"""Extract the stable user_id from the session using the same priority as _ensure_user_profile.
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Priority: sub → preferred_username → email → id.
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Raises:
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HTTPException: 401 if the user is not authenticated.
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"""
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user = request.session.get("user")
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if not user:
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raise HTTPException(status_code=status.HTTP_401_UNAUTHORIZED, detail="Not authenticated")
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user_id = user.get("sub") or user.get("preferred_username") or user.get("email") or user.get("id")
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if not user_id:
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raise HTTPException(status_code=status.HTTP_401_UNAUTHORIZED, detail="Not authenticated")
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return user_id
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# ---------------------------------------------------------------------------
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# Pydantic schemas
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# ---------------------------------------------------------------------------
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class ProfileBody(BaseModel):
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"""Body for the profile step of the onboarding wizard."""
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display_name: str | None = Field(default=None, max_length=255)
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contact_email: str | None = Field(default=None, max_length=255)
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class PlanBody(BaseModel):
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"""Body for the plan step of the onboarding wizard."""
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subscription_tier: str
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billing_cycle: str = Field(pattern="^(monthly|yearly)$")
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class StorageBody(BaseModel):
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"""Body for the storage step of the onboarding wizard."""
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preferred_destination: str | None = Field(default=None, max_length=50)
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# ---------------------------------------------------------------------------
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# Helpers
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# ---------------------------------------------------------------------------
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def _profile_to_dict(profile: UserProfile) -> dict[str, Any]:
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"""Serialize a UserProfile to a plain dict for API responses."""
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return {
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"user_id": profile.user_id,
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"display_name": profile.display_name,
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"contact_email": profile.contact_email,
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"subscription_tier": profile.subscription_tier or "free",
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"subscription_billing_cycle": profile.subscription_billing_cycle or "monthly",
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"preferred_destination": profile.preferred_destination,
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"onboarding_completed": bool(profile.onboarding_completed),
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"onboarding_completed_at": profile.onboarding_completed_at.isoformat()
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if profile.onboarding_completed_at
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else None,
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}
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def _get_or_create_profile(db: Session, user_id: str) -> UserProfile:
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"""Return the UserProfile for *user_id*, creating one if it does not exist."""
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profile = db.query(UserProfile).filter(UserProfile.user_id == user_id).first()
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if profile is None:
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profile = UserProfile(user_id=user_id)
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db.add(profile)
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db.flush()
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return profile
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# ---------------------------------------------------------------------------
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# Endpoints
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# ---------------------------------------------------------------------------
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@router.get("/status", summary="Get onboarding status for the current user")
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def get_onboarding_status(request: Request, db: DbSession) -> dict[str, Any]:
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"""Return whether onboarding has been completed and the current step.
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The ``step`` field is a best-effort estimate: 1 for brand-new profiles,
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further along when partial data has already been saved.
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"""
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user_id = _get_current_user_id(request)
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profile = db.query(UserProfile).filter(UserProfile.user_id == user_id).first()
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if profile is None:
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return {"completed": False, "step": 1, "profile": None}
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# Derive a sensible current step from saved data so the wizard can resume.
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step = 1
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if profile.display_name or profile.contact_email:
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step = 2
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if profile.subscription_tier and profile.subscription_tier != "free":
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step = 3
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if profile.preferred_destination:
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step = 4
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if profile.onboarding_completed:
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step = 5
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return {
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"completed": bool(profile.onboarding_completed),
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"step": step,
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"profile": _profile_to_dict(profile),
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}
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@router.post("/profile", summary="Save profile step during onboarding")
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def save_profile(request: Request, body: ProfileBody, db: DbSession) -> dict[str, Any]:
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"""Persist the user's display name and contact email from the profile step."""
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user_id = _get_current_user_id(request)
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profile = _get_or_create_profile(db, user_id)
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if body.display_name is not None:
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profile.display_name = body.display_name
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if body.contact_email is not None:
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profile.contact_email = body.contact_email
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try:
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db.commit()
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db.refresh(profile)
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except Exception:
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db.rollback()
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raise
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logger.info("Onboarding: saved profile for user %s", user_id)
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return _profile_to_dict(profile)
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@router.post("/plan", summary="Save plan selection during onboarding")
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def save_plan(request: Request, body: PlanBody, db: DbSession) -> dict[str, Any]:
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"""Persist the chosen subscription tier and billing cycle from the plan step.
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Raises:
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HTTPException: 422 if the tier is not a recognised value.
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"""
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user_id = _get_current_user_id(request)
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if body.subscription_tier not in TIERS:
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raise HTTPException(
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status_code=status.HTTP_422_UNPROCESSABLE_ENTITY,
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detail=f"Invalid subscription_tier '{body.subscription_tier}'. Valid values: {list(TIERS.keys())}",
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)
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profile = _get_or_create_profile(db, user_id)
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profile.subscription_tier = body.subscription_tier
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profile.subscription_billing_cycle = body.billing_cycle
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try:
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db.commit()
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db.refresh(profile)
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except Exception:
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db.rollback()
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raise
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logger.info("Onboarding: saved plan %s/%s for user %s", body.subscription_tier, body.billing_cycle, user_id)
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return _profile_to_dict(profile)
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@router.post("/storage", summary="Save storage preference during onboarding")
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def save_storage(request: Request, body: StorageBody, db: DbSession) -> dict[str, Any]:
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"""Persist the user's preferred storage destination from the storage step."""
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user_id = _get_current_user_id(request)
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profile = _get_or_create_profile(db, user_id)
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profile.preferred_destination = body.preferred_destination
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try:
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db.commit()
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db.refresh(profile)
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except Exception:
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db.rollback()
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raise
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logger.info("Onboarding: saved storage preference '%s' for user %s", body.preferred_destination, user_id)
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return _profile_to_dict(profile)
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@router.post("/complete", summary="Mark onboarding as completed")
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def complete_onboarding(request: Request, db: DbSession) -> dict[str, bool]:
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"""Set onboarding_completed=True and record the completion timestamp."""
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user_id = _get_current_user_id(request)
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profile = _get_or_create_profile(db, user_id)
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profile.onboarding_completed = True
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profile.onboarding_completed_at = datetime.now(tz=timezone.utc)
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try:
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db.commit()
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except Exception:
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db.rollback()
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raise
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logger.info("Onboarding: completed for user %s", user_id)
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return {"success": True}
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