berrypod/lib/berrypod_web/live/setup/onboarding.ex

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defmodule BerrypodWeb.Setup.Onboarding do
use BerrypodWeb, :live_view
alias Berrypod.{Accounts, KeyValidation, Products, Settings, Setup}
alias Berrypod.Providers.Provider
alias Berrypod.Stripe.Setup, as: StripeSetup
# Steps in the guided flow (after account creation):
# :intro - explains what's needed
# :provider - connect print provider
# :stripe - connect Stripe payments
# :email - set up email provider
@guided_steps [:intro, :provider, :stripe, :email]
# ── Mount ──
@impl true
def mount(_params, _session, socket) do
setup = Setup.setup_status()
cond do
setup.site_live ->
{:ok, push_navigate(socket, to: ~p"/")}
setup.setup_complete ->
{:ok, push_navigate(socket, to: ~p"/admin")}
setup.admin_created and is_nil(get_user(socket)) ->
{:ok, push_navigate(socket, to: ~p"/users/log-in")}
true ->
{:ok, mount_setup(socket, setup)}
end
end
defp get_user(socket) do
case socket.assigns do
%{current_scope: %{user: user}} when not is_nil(user) -> user
_ -> nil
end
end
defp mount_setup(socket, setup) do
logged_in? = get_user(socket) != nil
provider_conn = Products.get_first_provider_connection()
# Determine which guided step to show (for logged-in users)
guided_step = determine_guided_step(setup)
socket
|> assign(:page_title, "Set up your shop")
|> assign(:setup, setup)
|> assign(:logged_in?, logged_in?)
|> assign(:guided_step, guided_step)
|> assign(:guided_steps, @guided_steps)
# Secret gate
|> assign(:require_secret?, Setup.require_setup_secret?())
|> assign(:secret_verified, false)
|> assign(:secret_form, to_form(%{"secret" => ""}, as: :secret))
# Account (card 1)
|> assign(
:account_form,
to_form(
%{"email" => "", "password" => "", "password_confirmation" => "", "shop_name" => ""},
as: :account
)
)
# Provider (card 2)
|> assign(:providers, Provider.all())
|> assign(:selected_provider, nil)
|> assign(:provider_form, to_form(%{"api_key" => ""}, as: :provider))
|> assign(:provider_connecting, false)
|> assign(:provider_conn, provider_conn)
# Stripe (card 3)
|> assign(:stripe_form, to_form(%{"api_key" => ""}, as: :stripe))
|> assign(:stripe_connecting, false)
end
# Determine which guided step to show based on what's already configured
defp determine_guided_step(setup) do
cond do
# Show intro on first visit after account creation
not setup.provider_connected and not setup.stripe_connected and
not setup.email_configured ->
:intro
# Resume at first incomplete step
not setup.provider_connected ->
:provider
not setup.stripe_connected ->
:stripe
not setup.email_configured ->
:email
# All done - will redirect to dashboard
true ->
:email
end
end
# ── Events: Secret gate ──
@impl true
def handle_event("verify_secret", %{"secret" => %{"secret" => secret}}, socket) do
if Plug.Crypto.secure_compare(secret, Setup.setup_secret()) do
{:noreply, assign(socket, secret_verified: true)}
else
{:noreply, put_flash(socket, :error, "Wrong setup secret")}
end
end
# ── Events: Guided flow navigation ──
def handle_event("start_setup", _params, socket) do
{:noreply, assign(socket, :guided_step, :provider)}
end
def handle_event("go_to_step", %{"step" => step}, socket) do
step = String.to_existing_atom(step)
if step in @guided_steps do
{:noreply, assign(socket, :guided_step, step)}
else
{:noreply, socket}
end
end
def handle_event("skip_step", _params, socket) do
next_step = next_guided_step(socket.assigns.guided_step)
handle_step_completion(socket, next_step)
end
def handle_event("go_back", _params, socket) do
prev_step = prev_guided_step(socket.assigns.guided_step)
{:noreply, assign(socket, :guided_step, prev_step)}
end
# ── Events: Account ──
def handle_event("validate_account", %{"account" => params}, socket) do
errors = validate_account_fields(params)
form =
to_form(params,
as: :account,
errors: errors,
action: if(errors != [], do: :validate)
)
{:noreply, assign(socket, :account_form, form)}
end
def handle_event("create_account", %{"account" => params}, socket) do
email = params["email"]
password = params["password"]
password_confirmation = params["password_confirmation"]
shop_name = String.trim(params["shop_name"] || "")
errors = validate_account_fields(params)
cond do
errors != [] ->
form = to_form(params, as: :account, errors: errors, action: :validate)
{:noreply, assign(socket, :account_form, form)}
password != password_confirmation ->
form =
to_form(params,
as: :account,
errors: [password_confirmation: {"Passwords don't match", []}],
action: :validate
)
{:noreply, assign(socket, :account_form, form)}
true ->
Settings.put_setting("site_name", shop_name, "string")
case Accounts.register_and_confirm_admin(%{email: email, password: password}) do
{:ok, user} ->
token = Accounts.generate_login_token(user)
{:noreply, redirect(socket, to: ~p"/setup/login/#{token}")}
{:error, :admin_already_exists} ->
{:noreply,
socket
|> put_flash(:error, "An admin account already exists")
|> push_navigate(to: ~p"/setup")}
{:error, changeset} ->
form = to_form(params, as: :account, errors: changeset.errors, action: :validate)
{:noreply,
socket
|> assign(:account_form, form)
|> put_flash(:error, "Could not create account")}
end
end
end
# ── Events: Provider ──
def handle_event("select_provider", %{"provider_select" => %{"type" => type}}, socket) do
{:noreply,
socket
|> assign(:selected_provider, type)
|> assign(:provider_form, to_form(%{"api_key" => ""}, as: :provider))}
end
def handle_event("connect_provider", %{"provider" => %{"api_key" => api_key}}, socket) do
type = socket.assigns.selected_provider
case KeyValidation.validate_provider_key(api_key, type) do
{:error, message} ->
form =
to_form(%{"api_key" => api_key},
as: :provider,
errors: [api_key: {message, []}],
action: :validate
)
{:noreply, assign(socket, :provider_form, form)}
{:ok, api_key} ->
socket = assign(socket, :provider_connecting, true)
case Products.connect_provider(api_key, type) do
{:ok, connection} ->
setup = Setup.setup_status()
{:noreply,
socket
|> assign(:provider_connecting, false)
|> assign(:provider_conn, connection)
|> assign(:setup, setup)
|> assign(:guided_step, :stripe)
|> put_flash(:info, "Connected! Product sync started in the background.")}
{:error, :no_api_key} ->
form =
to_form(%{"api_key" => api_key},
as: :provider,
errors: [api_key: {"Please enter your API token", []}],
action: :validate
)
{:noreply,
socket
|> assign(:provider_connecting, false)
|> assign(:provider_form, form)}
{:error, _reason} ->
form =
to_form(%{"api_key" => api_key},
as: :provider,
errors: [api_key: {"Could not connect. Check your API key and try again", []}],
action: :validate
)
{:noreply,
socket
|> assign(:provider_connecting, false)
|> assign(:provider_form, form)}
end
end
end
# Validate provider key on blur for fast feedback
def handle_event("validate_provider", %{"provider" => %{"api_key" => api_key}}, socket) do
type = socket.assigns.selected_provider
form =
case KeyValidation.validate_provider_key(api_key, type) do
{:ok, _} ->
to_form(%{"api_key" => api_key}, as: :provider)
{:error, message} ->
to_form(%{"api_key" => api_key},
as: :provider,
errors: [api_key: {message, []}],
action: :validate
)
end
{:noreply, assign(socket, :provider_form, form)}
end
# ── Events: Stripe ──
# Validate Stripe key on blur for fast feedback
def handle_event("validate_stripe", %{"stripe" => %{"api_key" => api_key}}, socket) do
form =
case KeyValidation.validate_stripe_key(api_key) do
{:ok, _} ->
to_form(%{"api_key" => api_key}, as: :stripe)
{:error, message} ->
to_form(%{"api_key" => api_key},
as: :stripe,
errors: [api_key: {message, []}],
action: :validate
)
end
{:noreply, assign(socket, :stripe_form, form)}
end
def handle_event("connect_stripe", %{"stripe" => %{"api_key" => api_key}}, socket) do
case KeyValidation.validate_stripe_key(api_key) do
{:error, message} ->
form =
to_form(%{"api_key" => api_key},
as: :stripe,
errors: [api_key: {message, []}],
action: :validate
)
{:noreply, assign(socket, :stripe_form, form)}
{:ok, api_key} ->
socket = assign(socket, :stripe_connecting, true)
case StripeSetup.connect(api_key) do
{:ok, _result} ->
setup = Setup.setup_status()
{:noreply,
socket
|> assign(:stripe_connecting, false)
|> assign(:setup, setup)
|> assign(:guided_step, :email)
|> put_flash(:info, "Stripe connected")}
{:error, message} ->
form =
to_form(%{"api_key" => api_key},
as: :stripe,
errors: [api_key: {"Stripe connection failed: #{message}", []}],
action: :validate
)
{:noreply,
socket
|> assign(:stripe_connecting, false)
|> assign(:stripe_form, form)}
end
end
end
# ── Navigation helpers ──
defp next_guided_step(current) do
case current do
:intro -> :provider
:provider -> :stripe
:stripe -> :email
:email -> :done
end
end
defp prev_guided_step(current) do
case current do
:provider -> :intro
:stripe -> :provider
:email -> :stripe
_ -> current
end
end
defp handle_step_completion(socket, :done) do
{:noreply,
socket
|> put_flash(:info, "Setup complete! Here's your launch checklist.")
|> push_navigate(to: ~p"/admin")}
end
defp handle_step_completion(socket, next_step) do
{:noreply, assign(socket, :guided_step, next_step)}
end
# ── Render ──
@impl true
def render(assigns) do
~H"""
<Layouts.flash_group flash={@flash} />
<div class="setup-page">
<div class="setup-header">
<h1 class="setup-title">Set up your shop</h1>
<%= if @require_secret? and not @secret_verified do %>
<p class="setup-subtitle">
Enter the setup secret from your server logs to get started.
</p>
<% else %>
<p class="setup-subtitle">
Connect your accounts to get going.
</p>
<% end %>
</div>
<%!-- Secret gate (prod only, before admin exists) --%>
<%= if @require_secret? and not @secret_verified do %>
<div class="setup-sections">
<div class="setup-card">
<div class="setup-card-body">
<p class="setup-hint">
Find the setup secret in your server logs or set the <code>SETUP_SECRET</code>
environment variable.
</p>
<.form for={@secret_form} phx-submit="verify_secret">
<.input
field={@secret_form[:secret]}
type="password"
label="Setup secret"
autocomplete="off"
required
phx-mounted={JS.focus()}
/>
<div class="setup-actions">
<.button phx-disable-with="Checking...">Continue</.button>
</div>
</.form>
</div>
</div>
</div>
<% else %>
<%!-- Account creation (before login) --%>
<div :if={not @logged_in?} class="setup-sections">
<.section_card
title="Set up your account"
number={1}
done={false}
summary={nil}
>
<p class="setup-hint">Name your shop and create the admin account.</p>
<.form for={@account_form} phx-submit="create_account" phx-change="validate_account">
<.input
field={@account_form[:shop_name]}
type="text"
label="Shop name"
placeholder="e.g. Acme Prints"
autocomplete="off"
required
phx-mounted={JS.focus()}
/>
<p class="setup-field-note">You can change this later</p>
<.input
field={@account_form[:email]}
type="email"
label="Email address"
autocomplete="email"
required
/>
<.input
field={@account_form[:password]}
type="password"
label="Password"
placeholder="12 characters minimum"
autocomplete="new-password"
required
/>
<.input
field={@account_form[:password_confirmation]}
type="password"
label="Confirm password"
autocomplete="new-password"
required
/>
<div class="setup-actions">
<.button phx-disable-with="Creating account...">Create account</.button>
</div>
</.form>
</.section_card>
</div>
<%!-- Guided setup flow (after login) --%>
<div :if={@logged_in?} class="setup-guided">
<%!-- Progress bar --%>
<.progress_bar
current_step={@guided_step}
setup={@setup}
/>
<%!-- Intro screen --%>
<div :if={@guided_step == :intro} class="setup-intro">
<div class="setup-intro-content">
<p class="setup-intro-lead">
Berrypod connects your print-on-demand products to your own online shop.
To get fully set up, you'll need three things:
</p>
<ul class="setup-intro-list">
<li>
<.icon name="hero-cube" class="setup-intro-icon" />
<div>
<strong>A print provider account</strong>
<span>(like Printify or Printful) to make and ship your products</span>
</div>
</li>
<li>
<.icon name="hero-credit-card" class="setup-intro-icon" />
<div>
<strong>A Stripe account</strong>
<span>to accept payments from customers</span>
</div>
</li>
<li>
<.icon name="hero-envelope" class="setup-intro-icon" />
<div>
<strong>An email provider account</strong>
<span>so your shop can send order confirmations and shipping updates</span>
</div>
</li>
</ul>
<p class="setup-intro-note">
Don't worry if you don't have all of these yet you can skip any step and set it up later.
</p>
</div>
<div class="setup-actions setup-actions-center">
<.button phx-click="start_setup">
Let's get started <span aria-hidden="true">&rarr;</span>
</.button>
</div>
</div>
<%!-- Step 1: Provider --%>
<div :if={@guided_step == :provider} class="setup-step">
<.step_header
number={1}
title="Connect a print provider"
done={@setup.provider_connected}
/>
<div class="setup-step-body">
<.provider_section
providers={@providers}
selected={@selected_provider}
form={@provider_form}
connecting={@provider_connecting}
/>
</div>
<.step_nav
step={:provider}
can_skip={true}
skip_note="You won't be able to import products until you connect a provider."
/>
</div>
<%!-- Step 2: Stripe --%>
<div :if={@guided_step == :stripe} class="setup-step">
<.step_header
number={2}
title="Connect Stripe for payments"
done={@setup.stripe_connected}
/>
<div class="setup-step-body">
<.stripe_section
form={@stripe_form}
connecting={@stripe_connecting}
focus={true}
/>
</div>
<.step_nav
step={:stripe}
can_skip={true}
skip_note="Customers won't be able to checkout until you connect Stripe."
/>
</div>
<%!-- Step 3: Email --%>
<div :if={@guided_step == :email} class="setup-step">
<.step_header
number={3}
title="Set up email"
done={@setup.email_configured}
/>
<div class="setup-step-body">
<p class="setup-hint">
Configure an email provider so your shop can send order confirmations,
shipping updates, and newsletters.
</p>
<%= if @setup.email_configured do %>
<div class="setup-step-done">
<.icon name="hero-check-circle" class="setup-step-done-icon" />
<p>Email is already configured.</p>
</div>
<div class="setup-actions">
<.button phx-click="skip_step">
Continue <span aria-hidden="true">&rarr;</span>
</.button>
</div>
<% else %>
<p class="setup-hint">
<.link navigate={~p"/admin/settings/email"} class="setup-link">
Set up email in settings <span aria-hidden="true">&rarr;</span>
</.link>
</p>
<% end %>
</div>
<.step_nav
step={:email}
can_skip={true}
skip_note="Order confirmations and shipping updates won't be sent."
finish_button={true}
/>
</div>
</div>
<% end %>
</div>
"""
end
# ── Section card component ──
attr :title, :string, required: true
attr :number, :integer, required: true
attr :done, :boolean, required: true
attr :summary, :any, default: nil
slot :inner_block, required: true
defp section_card(assigns) do
~H"""
<div class={["setup-card", @done && "setup-card-done"]}>
<div class="setup-card-header">
<span class={["setup-card-number", @done && "setup-card-number-done"]}>
<%= if @done do %>
<.icon name="hero-check-mini" class="size-4" />
<% else %>
{@number}
<% end %>
</span>
<h2 class="setup-card-title">{@title}</h2>
</div>
<%= if @done and @summary do %>
<p class="setup-card-summary">{@summary}</p>
<% else %>
<div :if={!@done} class="setup-card-body">
{render_slot(@inner_block)}
</div>
<% end %>
</div>
"""
end
# ── Progress bar component ──
attr :current_step, :atom, required: true
attr :setup, :map, required: true
defp progress_bar(assigns) do
steps = [
%{key: :provider, label: "Provider", done: assigns.setup.provider_connected},
%{key: :stripe, label: "Payments", done: assigns.setup.stripe_connected},
%{key: :email, label: "Email", done: assigns.setup.email_configured}
]
current_index =
case assigns.current_step do
:intro -> -1
:provider -> 0
:stripe -> 1
:email -> 2
_ -> -1
end
assigns = assign(assigns, steps: steps, current_index: current_index)
~H"""
<nav class="setup-progress" aria-label="Setup progress">
<ol class="setup-progress-list">
<%= for {step, index} <- Enum.with_index(@steps) do %>
<li class={[
"setup-progress-item",
step.done && "setup-progress-done",
index == @current_index && "setup-progress-current"
]}>
<button
type="button"
phx-click="go_to_step"
phx-value-step={step.key}
class="setup-progress-button"
aria-current={index == @current_index && "step"}
disabled={@current_step == :intro}
>
<span class="setup-progress-indicator">
<%= if step.done do %>
<.icon name="hero-check-mini" class="size-4" />
<% else %>
{index + 1}
<% end %>
</span>
<span class="setup-progress-label">{step.label}</span>
</button>
</li>
<% end %>
</ol>
</nav>
"""
end
# ── Step header component ──
attr :number, :integer, required: true
attr :title, :string, required: true
attr :done, :boolean, default: false
defp step_header(assigns) do
~H"""
<div class="setup-step-header">
<span class={["setup-step-number", @done && "setup-step-number-done"]}>
<%= if @done do %>
<.icon name="hero-check-mini" class="size-5" />
<% else %>
{@number}
<% end %>
</span>
<h2 class="setup-step-title">{@title}</h2>
</div>
"""
end
# ── Step navigation component ──
attr :step, :atom, required: true
attr :can_skip, :boolean, default: false
attr :skip_note, :string, default: nil
attr :finish_button, :boolean, default: false
defp step_nav(assigns) do
~H"""
<div class="setup-step-nav">
<div class="setup-step-nav-left">
<%= if @step != :provider do %>
<button type="button" phx-click="go_back" class="setup-step-back">
<.icon name="hero-arrow-left-mini" class="size-4" /> Back
</button>
<% end %>
</div>
<div class="setup-step-nav-right">
<%= if @can_skip do %>
<div class="setup-step-skip">
<button type="button" phx-click="skip_step" class="setup-step-skip-btn">
<%= if @finish_button do %>
Finish setup
<% else %>
Skip for now
<% end %>
</button>
<%= if @skip_note do %>
<p class="setup-step-skip-note">{@skip_note}</p>
<% end %>
</div>
<% end %>
</div>
</div>
"""
end
# ── Provider section ──
attr :providers, :list, required: true
attr :selected, :string, default: nil
attr :form, :any, required: true
attr :connecting, :boolean, required: true
defp provider_section(assigns) do
assigns = assign(assigns, :provider_options, provider_card_options(assigns.providers))
~H"""
<div>
<p class="setup-hint">Choose a print-on-demand provider and connect your API key.</p>
<.form for={%{}} as={:provider_select} phx-change="select_provider">
<.card_radio_group
name="provider_select[type]"
value={@selected}
legend="Print provider"
options={@provider_options}
/>
</.form>
<%!-- API key form for selected provider --%>
<div :if={@selected} class="setup-provider-form">
<% provider_info = Enum.find(@providers, &(&1.type == @selected)) %>
<p class="setup-hint">
{provider_info.setup_hint}.
<.external_link href={provider_info.setup_url} class="setup-link">
Open {provider_info.name}
</.external_link>
</p>
<.form for={@form} phx-submit="connect_provider" phx-change="validate_provider">
<.input
field={@form[:api_key]}
type="text"
label="API token"
placeholder="Paste your token here"
autocomplete="off"
phx-debounce="blur"
/>
<div class="setup-actions">
<.button type="submit" disabled={@connecting}>
{if @connecting, do: "Connecting...", else: "Connect"}
</.button>
</div>
</.form>
</div>
</div>
"""
end
# ── Stripe section ──
attr :form, :any, required: true
attr :connecting, :boolean, required: true
attr :focus, :boolean, default: false
defp stripe_section(assigns) do
~H"""
<div>
<p class="setup-hint">
Enter your Stripe secret key to accept payments.
<.external_link href="https://dashboard.stripe.com/apikeys" class="setup-link">
Open Stripe dashboard
</.external_link>
</p>
<.form for={@form} phx-submit="connect_stripe" phx-change="validate_stripe">
<.input
field={@form[:api_key]}
type="text"
label="Secret key"
autocomplete="off"
placeholder="sk_test_... or sk_live_..."
phx-mounted={@focus && JS.focus()}
phx-debounce="blur"
/>
<div class="setup-actions">
<.button phx-disable-with="Connecting...">
{if @connecting, do: "Connecting...", else: "Connect"}
</.button>
</div>
</.form>
</div>
"""
end
# ── Helpers ──
defp provider_card_options(providers) do
Enum.map(providers, fn provider ->
option = %{
value: provider.type,
name: provider.name,
description: provider.tagline
}
if provider.status == :coming_soon do
Map.merge(option, %{badge: "Coming soon", disabled: true})
else
option
end
end)
end
# Live validation for account creation form
defp validate_account_fields(params) do
errors = []
shop_name = String.trim(params["shop_name"] || "")
email = String.trim(params["email"] || "")
password = params["password"] || ""
password_confirmation = params["password_confirmation"] || ""
errors =
if shop_name == "" and params["shop_name"] != "" do
[{:shop_name, {"Shop name can't be blank", []}} | errors]
else
errors
end
errors =
if email != "" and not valid_email?(email) do
[{:email, {"Please enter a valid email address", []}} | errors]
else
errors
end
errors =
if password != "" and String.length(password) < 12 do
[{:password, {"Password must be at least 12 characters", []}} | errors]
else
errors
end
errors =
if password_confirmation != "" and password != password_confirmation do
[{:password_confirmation, {"Passwords don't match", []}} | errors]
else
errors
end
Enum.reverse(errors)
end
defp valid_email?(email) do
# Basic email format check
String.match?(email, ~r/^[^\s@]+@[^\s@]+\.[^\s@]+$/)
end
end