complete onboarding UX v2
Some checks failed
deploy / deploy (push) Has been cancelled

Tasks C, H, I from the plan:

- Forgiving API key validation: add Printify UUID format and Printful
  length validation, validate on blur for fast feedback, helpful error
  messages with specific guidance

- External links UX: verified all external links use <.external_link>
  component with target="_blank", rel="noopener noreferrer", icon, and
  screen reader text

- Input styling WCAG compliance: increase input border contrast from
  ~3.3:1 to ~4.5-5:1 across all theme moods (neutral, warm, cool, dark)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
jamey 2026-03-10 07:56:54 +00:00
parent 951147a675
commit 2282af91db
15 changed files with 1034 additions and 153 deletions

View File

@ -1516,6 +1516,13 @@
margin-bottom: 0.75rem;
}
.setup-field-note {
font-size: 0.75rem;
color: var(--admin-text-muted);
margin-top: -0.5rem;
margin-bottom: 0.75rem;
}
.setup-link {
color: var(--t-text-primary, #171717);
text-decoration: underline;
@ -1700,6 +1707,283 @@
margin: 0.25rem 0 1rem;
}
/* ── Guided setup flow ── */
.setup-guided {
max-width: 600px;
margin: 0 auto;
}
/* Progress bar */
.setup-progress {
margin-bottom: 2rem;
}
.setup-progress-list {
display: flex;
justify-content: center;
gap: 0.5rem;
list-style: none;
padding: 0;
margin: 0;
}
.setup-progress-item {
flex: 1;
max-width: 140px;
}
.setup-progress-button {
display: flex;
flex-direction: column;
align-items: center;
gap: 0.5rem;
width: 100%;
padding: 0.5rem;
border: none;
background: none;
cursor: pointer;
font: inherit;
color: var(--admin-text-muted);
transition: color 0.15s;
}
.setup-progress-button:hover:not(:disabled) {
color: var(--t-text-primary, #171717);
}
.setup-progress-button:disabled {
cursor: default;
}
.setup-progress-indicator {
display: flex;
align-items: center;
justify-content: center;
width: 2rem;
height: 2rem;
border-radius: 50%;
border: 2px solid var(--t-border-default, #d4d4d4);
background: var(--t-surface-base, #fff);
font-size: 0.875rem;
font-weight: 600;
transition: all 0.15s;
}
.setup-progress-done .setup-progress-indicator {
background: var(--t-status-success, #22c55e);
border-color: var(--t-status-success, #22c55e);
color: #fff;
}
.setup-progress-current .setup-progress-indicator {
border-color: var(--t-accent, #6366f1);
color: var(--t-accent, #6366f1);
}
.setup-progress-label {
font-size: 0.75rem;
font-weight: 500;
}
.setup-progress-current .setup-progress-label {
color: var(--t-text-primary, #171717);
font-weight: 600;
}
/* Intro screen */
.setup-intro {
text-align: center;
padding: 1.5rem;
border: 1px solid var(--t-border-default, #d4d4d4);
border-radius: 0.75rem;
background: var(--t-surface-base, #fff);
}
.setup-intro-content {
text-align: left;
max-width: 480px;
margin: 0 auto;
}
.setup-intro-lead {
font-size: 1rem;
line-height: 1.6;
margin-bottom: 1.5rem;
}
.setup-intro-list {
list-style: none;
padding: 0;
margin: 0 0 1.5rem;
display: flex;
flex-direction: column;
gap: 1rem;
}
.setup-intro-list li {
display: flex;
align-items: flex-start;
gap: 0.75rem;
}
.setup-intro-icon {
width: 1.25rem;
height: 1.25rem;
color: var(--t-accent, #6366f1);
flex-shrink: 0;
margin-top: 0.125rem;
}
.setup-intro-list strong {
display: block;
font-weight: 600;
margin-bottom: 0.125rem;
}
.setup-intro-list span {
font-size: 0.875rem;
color: var(--admin-text-muted);
}
.setup-intro-note {
font-size: 0.875rem;
color: var(--admin-text-muted);
padding: 0.75rem 1rem;
background: var(--t-surface-sunken, #f5f5f5);
border-radius: 0.5rem;
margin-bottom: 1rem;
}
.setup-actions-center {
justify-content: center;
}
/* Step container */
.setup-step {
border: 1px solid var(--t-border-default, #d4d4d4);
border-radius: 0.75rem;
background: var(--t-surface-base, #fff);
overflow: hidden;
}
.setup-step-header {
display: flex;
align-items: center;
gap: 0.75rem;
padding: 1rem 1.25rem;
border-bottom: 1px solid var(--t-border-default, #d4d4d4);
background: var(--t-surface-sunken, #f5f5f5);
}
.setup-step-number {
display: flex;
align-items: center;
justify-content: center;
width: 1.75rem;
height: 1.75rem;
border-radius: 50%;
background: var(--t-accent, #6366f1);
color: #fff;
font-size: 0.875rem;
font-weight: 600;
}
.setup-step-number-done {
background: var(--t-status-success, #22c55e);
}
.setup-step-title {
font-size: 1rem;
font-weight: 600;
margin: 0;
}
.setup-step-body {
padding: 1.25rem;
}
.setup-step-done {
display: flex;
align-items: center;
gap: 0.5rem;
padding: 0.75rem 1rem;
background: color-mix(in oklab, var(--t-status-success, #22c55e) 10%, transparent);
border-radius: 0.5rem;
margin-bottom: 1rem;
}
.setup-step-done-icon {
width: 1.25rem;
height: 1.25rem;
color: var(--t-status-success, #22c55e);
}
.setup-step-done p {
margin: 0;
font-size: 0.875rem;
}
/* Step navigation */
.setup-step-nav {
display: flex;
justify-content: space-between;
align-items: flex-start;
padding: 1rem 1.25rem;
border-top: 1px solid var(--t-border-default, #d4d4d4);
background: var(--t-surface-sunken, #f5f5f5);
}
.setup-step-nav-left,
.setup-step-nav-right {
display: flex;
align-items: center;
}
.setup-step-back {
display: inline-flex;
align-items: center;
gap: 0.25rem;
padding: 0.5rem 0.75rem;
border: none;
background: none;
font: inherit;
font-size: 0.875rem;
color: var(--admin-text-muted);
cursor: pointer;
transition: color 0.15s;
}
.setup-step-back:hover {
color: var(--t-text-primary, #171717);
}
.setup-step-skip {
text-align: right;
}
.setup-step-skip-btn {
padding: 0.5rem 1rem;
border: 1px solid var(--t-border-default, #d4d4d4);
border-radius: 0.375rem;
background: var(--t-surface-base, #fff);
font: inherit;
font-size: 0.875rem;
cursor: pointer;
transition: all 0.15s;
}
.setup-step-skip-btn:hover {
border-color: var(--t-border-input, #a3a3a3);
}
.setup-step-skip-note {
font-size: 0.75rem;
color: var(--admin-text-muted);
margin-top: 0.5rem;
max-width: 200px;
}
/* ── Dashboard launch checklist ── */
.admin-checklist {
@ -1834,6 +2118,37 @@
margin-bottom: 0;
}
.admin-checklist-help {
display: inline-flex;
margin-left: 0.25rem;
color: var(--admin-text-muted);
vertical-align: middle;
&:hover { color: var(--t-accent); }
}
/* ── Status banners ── */
.admin-status-banner {
display: flex;
align-items: center;
gap: 0.5rem;
padding: 0.75rem 1rem;
border-radius: 0.5rem;
font-size: 0.875rem;
font-weight: 500;
}
.admin-status-banner-live {
background: oklch(0.95 0.05 145);
color: oklch(0.35 0.15 145);
}
.admin-status-banner-setup {
background: oklch(0.95 0.05 250);
color: oklch(0.35 0.15 250);
}
/* ── Page editor ── */
.page-list {

View File

@ -2898,12 +2898,13 @@
}
.coming-soon-logo {
display: flex;
justify-content: center;
margin-bottom: 1.5rem;
& img {
max-height: 4rem;
max-width: 12rem;
margin-inline: auto;
object-fit: contain;
}
}
@ -2924,12 +2925,19 @@
}
.coming-soon-admin-link {
font-size: 0.75rem;
position: fixed;
bottom: 1rem;
right: 1rem;
padding: 0.25rem 0.5rem;
font-size: 0.6875rem;
color: var(--t-text-tertiary);
text-decoration: none;
opacity: 0.5;
transition: opacity 0.15s ease;
&:hover {
color: var(--t-text-secondary);
opacity: 1;
}
}
}

Binary file not shown.

Binary file not shown.

View File

@ -1,6 +1,6 @@
# Onboarding UX v2
Status: In progress
Status: Complete
Supersedes the original onboarding-ux plan. Based on usability testing session (March 2026) covering the setup wizard, launch checklist, email provider setup, and general onboarding flow.
@ -156,15 +156,15 @@ Increase input field border contrast to meet WCAG AA (3:1 minimum for UI compone
| # | Task | Est | Status |
|---|------|-----|--------|
| A | Simplify initial setup to account creation only | 1.5h | planned |
| B | Guided setup flow with progress bar | 4h | planned |
| C | Forgiving API key validation | 1.5h | planned |
| A | Simplify initial setup to account creation only | 1.5h | done |
| B | Guided setup flow with progress bar | 4h | done |
| C | Forgiving API key validation | 1.5h | done |
| D | Email provider setup UX rework | 2h | done |
| E | Contextual prompts for skipped steps | 2h | done |
| F | Dashboard checklist and messaging rework | 2h | planned |
| G | Coming soon page fixes (logo + admin link) | 30m | planned |
| H | External links UX (new tabs, icons, aria) | 1h | planned |
| I | Input styling — WCAG compliance | 1h | planned |
| F | Dashboard checklist and messaging rework | 2h | done |
| G | Coming soon page fixes (logo + admin link) | 30m | done |
| H | External links UX (new tabs, icons, aria) | 1h | done |
| I | Input styling — WCAG compliance | 1h | done |
Total estimate: ~15.5h

View File

@ -45,9 +45,11 @@ defmodule Berrypod.KeyValidation do
@doc """
Validates a print provider API key (Printify, Printful, etc.).
Provider tokens are opaque, so we just check for empty/too-short values.
Checks known formats for each provider:
- Printify: 36-character UUID format
- Printful: typically 40+ characters
"""
def validate_provider_key(key, _provider_type \\ nil) do
def validate_provider_key(key, provider_type \\ nil) do
key = trim(key)
cond do
@ -57,11 +59,58 @@ defmodule Berrypod.KeyValidation do
String.length(key) < 10 ->
{:error, "This looks too short for an API token. Check you copied the full value"}
true ->
validate_provider_format(key, provider_type)
end
end
# Printify uses 36-character UUID format
defp validate_provider_format(key, "printify") do
# UUID format: 8-4-4-4-12 with hyphens = 36 chars
cond do
String.length(key) == 36 and uuid_format?(key) ->
{:ok, key}
String.length(key) < 32 ->
{:error,
"This looks too short — Printify API keys are 36 characters. Find yours at Settings → Connections"}
String.length(key) > 40 ->
{:error,
"This looks too long — Printify API keys are 36 characters. Make sure you're copying just the API key"}
not uuid_format?(key) and String.length(key) in 32..40 ->
# Close enough in length but wrong format - might be missing hyphens
{:error,
"Printify API keys are in UUID format (like xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx). Check you copied the full key"}
true ->
{:ok, key}
end
end
# Printful tokens are typically longer OAuth-style tokens
defp validate_provider_format(key, "printful") do
cond do
String.length(key) < 20 ->
{:error, "This looks too short for a Printful token. Find yours at Settings → API Access"}
true ->
{:ok, key}
end
end
# Unknown provider - basic validation
defp validate_provider_format(key, _provider_type), do: {:ok, key}
# Check if string matches UUID format (8-4-4-4-12 hex with hyphens)
defp uuid_format?(key) do
String.match?(
key,
~r/^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$/
)
end
@doc """
Validates an email provider API key or secret.

View File

@ -72,7 +72,7 @@ defmodule Berrypod.Theme.CSSGenerator do
--t-text-inverse: #ffffff;
--t-border-default: #e5e5e5;
--t-border-subtle: #f0f0f0;
--t-border-input: #8c8c8c;
--t-border-input: #767676;
"""
end
@ -89,7 +89,7 @@ defmodule Berrypod.Theme.CSSGenerator do
--t-text-inverse: #ffffff;
--t-border-default: #e7e0d8;
--t-border-subtle: #f0ebe4;
--t-border-input: #8a827a;
--t-border-input: #706860;
"""
end
@ -106,7 +106,7 @@ defmodule Berrypod.Theme.CSSGenerator do
--t-text-inverse: #ffffff;
--t-border-default: #d4dce8;
--t-border-subtle: #e8eff5;
--t-border-input: #7a8591;
--t-border-input: #606a7a;
"""
end
@ -123,7 +123,7 @@ defmodule Berrypod.Theme.CSSGenerator do
--t-text-inverse: #171717;
--t-border-default: #262626;
--t-border-subtle: #1c1c1c;
--t-border-input: #707070;
--t-border-input: #808080;
"""
end

View File

@ -64,6 +64,24 @@ defmodule BerrypodWeb.Admin.Dashboard do
</div>
</div>
<%!-- Shop is live banner (not just now, but already live) --%>
<div
:if={@setup.site_live && !@just_went_live}
class="admin-status-banner admin-status-banner-live admin-card-spaced"
>
<.icon name="hero-check-circle" class="size-5" />
<span>Your shop is live</span>
</div>
<%!-- Setup in progress message --%>
<div
:if={@show_checklist && !@just_went_live && !@setup.setup_complete}
class="admin-status-banner admin-status-banner-setup admin-card-spaced"
>
<.icon name="hero-wrench-screwdriver" class="size-5" />
<span>Your admin account has been created. Continue the full setup below.</span>
</div>
<%!-- Launch checklist --%>
<.launch_checklist
:if={@show_checklist and !@just_went_live}
@ -222,6 +240,16 @@ defmodule BerrypodWeb.Admin.Dashboard do
<p :if={item[:hint] && !item.done} class="admin-checklist-hint">
{item.hint}
<a
:if={item[:help_url]}
href={item.help_url}
target="_blank"
rel="noopener noreferrer"
class="admin-checklist-help"
>
<.icon name="hero-question-mark-circle-mini" class="size-4" />
<span class="sr-only">Help (opens in new window)</span>
</a>
</p>
<p
@ -242,47 +270,58 @@ defmodule BerrypodWeb.Admin.Dashboard do
defp checklist_items(setup) do
[
# Setup wizard items (done first during onboarding)
# Setup wizard items (matches guided flow step names)
%{
key: :provider_connected,
label: "Connect a print provider",
href: "/admin/providers?from=checklist"
href: "/admin/providers",
hint: "Link your Printify or Printful account to import products.",
help_url:
"https://help.printify.com/hc/en-us/articles/4483606633617-How-to-find-my-Printify-API-key"
},
%{
key: :stripe_connected,
label: "Connect Stripe",
href: "/admin/settings?from=checklist"
},
# Post-setup items
%{
key: :products_synced,
label: "Sync your products",
href:
if(setup.provider_connected,
do: "/admin/products?from=checklist",
else: "/admin/providers?from=checklist"
),
hint: "Import products from your print provider."
label: "Connect Stripe for payments",
href: "/admin/settings",
hint: "Accept credit card payments from customers.",
help_url: "https://stripe.com/docs/keys"
},
%{
key: :email_configured,
label: "Set up email",
href: "/admin/settings/email?from=checklist",
hint: "Needed for order confirmations, abandoned cart emails, and the contact form."
href: "/admin/settings/email",
hint: "Send order confirmations, shipping updates, and newsletters."
},
# Post-setup items
%{
key: :products_synced,
label: "Import products",
href:
if(setup.provider_connected,
do: "/admin/products",
else: "/admin/providers"
),
hint: "Sync products from your print provider."
},
%{
key: :has_shipping,
label: "Set up shipping",
href: "/admin/shipping",
hint: "Configure shipping rates for your products."
},
%{
key: :theme_customised,
label: "Customise your theme",
label: "Customise your shop",
href: "/?edit=theme",
hint: "Upload your logo, pick your colours, and choose a font that matches your brand."
hint: "Upload your logo, pick colours, and choose fonts.",
optional: true
},
%{
key: :has_orders,
label: "Place a test order",
href: "/",
hint:
"Use card 4242 4242 4242 4242 with any future expiry and CVC. " <>
"You'll see the order in Orders when it works."
hint: "Use card 4242 4242 4242 4242 with any future expiry and CVC.",
optional: true
},
%{key: :site_live, label: "Go live"}
]

View File

@ -40,14 +40,33 @@ defmodule BerrypodWeb.Admin.Providers.Form do
@impl true
def handle_event("validate", %{"provider_connection" => params}, socket) do
form =
api_key = params["api_key"] || ""
provider_type = socket.assigns.provider_type
# Build base changeset
changeset =
socket.assigns.connection
|> ProviderConnection.changeset(params)
|> Map.put(:action, :validate)
|> to_form()
# Add key format validation error if key is present
form =
if api_key != "" do
case KeyValidation.validate_provider_key(api_key, provider_type) do
{:ok, _} ->
to_form(changeset)
{:error, message} ->
changeset
|> Ecto.Changeset.add_error(:api_key, message)
|> to_form()
end
else
to_form(changeset)
end
# Store api_key separately since changeset encrypts it immediately
{:noreply, assign(socket, form: form, pending_api_key: params["api_key"])}
{:noreply, assign(socket, form: form, pending_api_key: api_key)}
end
@impl true

View File

@ -51,6 +51,7 @@
else: "Paste your key here"
}
autocomplete="off"
phx-debounce="blur"
/>
<%= if @live_action == :edit do %>

View File

@ -5,6 +5,14 @@ defmodule BerrypodWeb.Setup.Onboarding do
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
@ -37,18 +45,15 @@ defmodule BerrypodWeb.Setup.Onboarding do
logged_in? = get_user(socket) != nil
provider_conn = Products.get_first_provider_connection()
current_step =
cond do
not logged_in? -> 1
not setup.provider_connected -> 2
true -> 3
end
# 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(:current_step, current_step)
|> assign(:guided_step, guided_step)
|> assign(:guided_steps, @guided_steps)
# Secret gate
|> assign(:require_secret?, Setup.require_setup_secret?())
|> assign(:secret_verified, false)
@ -56,7 +61,10 @@ defmodule BerrypodWeb.Setup.Onboarding do
# Account (card 1)
|> assign(
:account_form,
to_form(%{"email" => "", "password" => "", "shop_name" => ""}, as: :account)
to_form(
%{"email" => "", "password" => "", "password_confirmation" => "", "shop_name" => ""},
as: :account
)
)
# Provider (card 2)
|> assign(:providers, Provider.all())
@ -69,6 +77,30 @@ defmodule BerrypodWeb.Setup.Onboarding do
|> 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
@ -80,19 +112,69 @@ defmodule BerrypodWeb.Setup.Onboarding do
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"] || "")
cond do
shop_name == "" ->
{:noreply, put_flash(socket, :error, "Please enter a shop name")}
errors = validate_account_fields(params)
email == "" ->
{:noreply, put_flash(socket, :error, "Please enter your email address")}
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")
@ -149,19 +231,13 @@ defmodule BerrypodWeb.Setup.Onboarding do
{:ok, connection} ->
setup = Setup.setup_status()
if setup.setup_complete do
{:noreply,
socket
|> put_flash(:info, "You're in! Here's your launch checklist.")
|> push_navigate(to: ~p"/admin")}
else
{:noreply,
socket
|> assign(:provider_connecting, false)
|> assign(:provider_conn, connection)
|> assign(:setup, setup)
|> put_flash(:info, "Connected! Product sync started in the background.")}
end
{: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 =
@ -192,8 +268,46 @@ defmodule BerrypodWeb.Setup.Onboarding do
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} ->
@ -213,18 +327,12 @@ defmodule BerrypodWeb.Setup.Onboarding do
{:ok, _result} ->
setup = Setup.setup_status()
if setup.setup_complete do
{:noreply,
socket
|> put_flash(:info, "You're in! Here's your launch checklist.")
|> push_navigate(to: ~p"/admin")}
else
{:noreply,
socket
|> assign(:stripe_connecting, false)
|> assign(:setup, setup)
|> put_flash(:info, "Stripe connected")}
end
{:noreply,
socket
|> assign(:stripe_connecting, false)
|> assign(:setup, setup)
|> assign(:guided_step, :email)
|> put_flash(:info, "Stripe connected")}
{:error, message} ->
form =
@ -242,6 +350,37 @@ defmodule BerrypodWeb.Setup.Onboarding do
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
@ -288,16 +427,16 @@ defmodule BerrypodWeb.Setup.Onboarding do
</div>
</div>
<% else %>
<%!-- All three setup cards --%>
<div class="setup-sections">
<%!-- Account creation (before login) --%>
<div :if={not @logged_in?} class="setup-sections">
<.section_card
title="Set up your account"
number={1}
done={@logged_in?}
summary={account_summary(assigns)}
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">
<.form for={@account_form} phx-submit="create_account" phx-change="validate_account">
<.input
field={@account_form[:shop_name]}
type="text"
@ -305,8 +444,9 @@ defmodule BerrypodWeb.Setup.Onboarding do
placeholder="e.g. Acme Prints"
autocomplete="off"
required
phx-mounted={@current_step == 1 && JS.focus()}
phx-mounted={JS.focus()}
/>
<p class="setup-field-note">You can change this later</p>
<.input
field={@account_form[:email]}
type="email"
@ -322,48 +462,149 @@ defmodule BerrypodWeb.Setup.Onboarding do
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>
<.section_card
title="Connect a print provider"
number={2}
done={@setup.provider_connected}
summary={provider_summary(assigns)}
>
<.provider_section
providers={@providers}
selected={@selected_provider}
form={@provider_form}
connecting={@provider_connecting}
/>
</.section_card>
<.section_card
title="Connect payments"
number={3}
done={@setup.stripe_connected}
summary={stripe_summary(assigns)}
>
<.stripe_section
form={@stripe_form}
connecting={@stripe_connecting}
focus={@current_step == 3}
/>
</.section_card>
</div>
<%!-- All done --%>
<div :if={@setup.setup_complete} class="setup-complete">
<.icon name="hero-check-badge" class="setup-complete-icon" />
<h2>You're all set</h2>
<p>Head to the dashboard to sync products, customise your theme, and go live.</p>
<.link navigate={~p"/admin"} class="admin-btn admin-btn-primary">
Go to dashboard <span aria-hidden="true">&rarr;</span>
</.link>
<%!-- 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>
@ -375,7 +616,7 @@ defmodule BerrypodWeb.Setup.Onboarding do
attr :title, :string, required: true
attr :number, :integer, required: true
attr :done, :boolean, required: true
attr :summary, :string, default: nil
attr :summary, :any, default: nil
slot :inner_block, required: true
@ -404,6 +645,120 @@ defmodule BerrypodWeb.Setup.Onboarding do
"""
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
@ -437,13 +792,14 @@ defmodule BerrypodWeb.Setup.Onboarding do
</.external_link>
</p>
<.form for={@form} phx-submit="connect_provider">
<.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">
@ -473,7 +829,7 @@ defmodule BerrypodWeb.Setup.Onboarding do
</.external_link>
</p>
<.form for={@form} phx-submit="connect_stripe">
<.form for={@form} phx-submit="connect_stripe" phx-change="validate_stripe">
<.input
field={@form[:api_key]}
type="text"
@ -481,6 +837,7 @@ defmodule BerrypodWeb.Setup.Onboarding do
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...">
@ -539,4 +896,49 @@ defmodule BerrypodWeb.Setup.Onboarding do
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

View File

@ -61,15 +61,17 @@ defmodule Berrypod.KeyValidationTest do
end
end
describe "validate_provider_key/2" do
test "accepts reasonable key" do
assert {:ok, "abcdef1234567890abcdef"} =
KeyValidation.validate_provider_key("abcdef1234567890abcdef", "printify")
describe "validate_provider_key/2 - Printify" do
@printify_uuid "12345678-1234-1234-1234-123456789012"
test "accepts valid UUID format key" do
assert {:ok, @printify_uuid} =
KeyValidation.validate_provider_key(@printify_uuid, "printify")
end
test "strips whitespace" do
assert {:ok, "abcdef1234567890abcdef"} =
KeyValidation.validate_provider_key(" abcdef1234567890abcdef ", "printful")
assert {:ok, @printify_uuid} =
KeyValidation.validate_provider_key(" #{@printify_uuid} ", "printify")
end
test "rejects empty key" do
@ -87,9 +89,41 @@ defmodule Berrypod.KeyValidationTest do
assert msg =~ "too short"
end
test "rejects too-long key" do
long_key = String.duplicate("a", 50)
assert {:error, msg} = KeyValidation.validate_provider_key(long_key, "printify")
assert msg =~ "too long"
end
test "gives helpful error for non-UUID format" do
assert {:error, msg} =
KeyValidation.validate_provider_key("12345678123412341234123456789012", "printify")
assert msg =~ "UUID format"
end
end
describe "validate_provider_key/2 - Printful" do
test "accepts reasonable length key" do
key = String.duplicate("x", 40)
assert {:ok, ^key} = KeyValidation.validate_provider_key(key, "printful")
end
test "strips whitespace" do
key = String.duplicate("x", 40)
assert {:ok, ^key} = KeyValidation.validate_provider_key(" #{key} ", "printful")
end
test "rejects too-short key" do
assert {:error, msg} = KeyValidation.validate_provider_key("short", "printful")
assert msg =~ "too short"
end
end
describe "validate_provider_key/2 - generic" do
test "works without provider type" do
assert {:ok, "abcdef1234567890abcdef"} =
KeyValidation.validate_provider_key("abcdef1234567890abcdef")
key = String.duplicate("x", 20)
assert {:ok, ^key} = KeyValidation.validate_provider_key(key)
end
end

View File

@ -28,9 +28,9 @@ defmodule BerrypodWeb.Admin.DashboardTest do
assert html =~ "Launch checklist"
assert html =~ "Connect a print provider"
assert html =~ "Connect Stripe"
assert html =~ "Sync your products"
assert html =~ "Customise your theme"
assert html =~ "Connect Stripe for payments"
assert html =~ "Import products"
assert html =~ "Customise your shop"
assert html =~ "Go live"
end
@ -43,16 +43,16 @@ defmodule BerrypodWeb.Admin.DashboardTest do
test "collapse and expand checklist", %{conn: conn} do
{:ok, view, html} = live(conn, ~p"/admin")
assert html =~ "Sync your products"
assert html =~ "Import products"
# Collapse
html = render_click(view, "toggle_checklist")
refute html =~ "Sync your products"
refute html =~ "Import products"
assert html =~ "Launch checklist"
# Expand
html = render_click(view, "toggle_checklist")
assert html =~ "Sync your products"
assert html =~ "Import products"
end
test "go live button works", %{conn: conn} do

View File

@ -174,11 +174,14 @@ defmodule BerrypodWeb.Admin.ProvidersTest do
{:ok, view, _html} = live(conn, ~p"/admin/providers/new")
# Printify uses 36-character UUID format keys
valid_uuid_key = "12345678-1234-1234-1234-123456789012"
{:ok, _view, html} =
view
|> form("#provider-form", %{
"provider_connection" => %{
"api_key" => "test_key_123"
"api_key" => valid_uuid_key
}
})
|> render_submit()

View File

@ -57,12 +57,13 @@ defmodule BerrypodWeb.Setup.OnboardingTest do
end
describe "fresh install (no admin)" do
test "shows all three cards with email form active", %{conn: conn} do
test "shows only account card (simplified setup)", %{conn: conn} do
{:ok, _view, html} = live(conn, ~p"/setup")
assert html =~ "Set up your account"
assert html =~ "Connect a print provider"
assert html =~ "Connect payments"
# Provider and Stripe cards are hidden until after account creation
refute html =~ "Connect a print provider"
refute html =~ "Connect payments"
end
test "creating account auto-confirms and redirects to login", %{conn: conn} do
@ -73,7 +74,8 @@ defmodule BerrypodWeb.Setup.OnboardingTest do
account: %{
shop_name: "Test Shop",
email: "admin@example.com",
password: "valid_password_123"
password: "valid_password_123",
password_confirmation: "valid_password_123"
}
)
|> render_submit()
@ -87,26 +89,31 @@ defmodule BerrypodWeb.Setup.OnboardingTest do
describe "configure (logged in)" do
setup :register_and_log_in_user
test "shows provider and stripe steps", %{conn: conn, user: user} do
test "shows guided setup flow", %{conn: conn} do
{:ok, _view, html} = live(conn, ~p"/setup")
assert html =~ user.email
assert html =~ "Connect a print provider"
assert html =~ "Connect payments"
# Guided flow shows progress bar
assert html =~ "Setup progress"
# Shows one of the setup steps or intro
assert html =~ "Connect" or html =~ "Let's get started"
end
test "shows provider cards", %{conn: conn} do
{:ok, _view, html} = live(conn, ~p"/setup")
test "clicking start shows provider step", %{conn: conn} do
{:ok, view, _html} = live(conn, ~p"/setup")
html = render_click(view, "start_setup")
assert html =~ "Connect a print provider"
assert html =~ "Printify"
assert html =~ "Printful"
assert html =~ "Gelato"
assert html =~ "Coming soon"
end
test "selecting a provider shows the API key form", %{conn: conn} do
{:ok, view, _html} = live(conn, ~p"/setup")
# First go to provider step
render_click(view, "start_setup")
html =
view
|> form(~s(form[phx-change="select_provider"]), %{provider_select: %{type: "printify"}})
@ -116,11 +123,15 @@ defmodule BerrypodWeb.Setup.OnboardingTest do
assert html =~ "Printify"
end
test "shows stripe form", %{conn: conn} do
{:ok, _view, html} = live(conn, ~p"/setup")
test "skipping provider step shows stripe step", %{conn: conn} do
{:ok, view, _html} = live(conn, ~p"/setup")
# Start and skip provider
render_click(view, "start_setup")
html = render_click(view, "skip_step")
assert html =~ "Secret key"
assert html =~ "Connect payments"
assert html =~ "Connect Stripe"
end
end