add setup onboarding page, dashboard launch checklist, provider registry

- new /setup page with three-section onboarding (account, provider, payments) - dashboard launch checklist with progress bar, go-live, dismiss - provider registry on Provider module (single source of truth for metadata) - payments registry for Stripe - setup context made provider-agnostic (provider_connected, theme_customised, etc.) - admin provider pages now fully registry-driven (no hardcoded provider names) - auth flow: fresh installs redirect to /setup, signed_in_path respects setup state - removed old /admin/setup wizard - 840 tests, 0 failures Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 00:34:06 +00:00
parent 989c5cd4df
commit c2caeed64d
33 changed files with 1927 additions and 1053 deletions
--- a/lib/berrypod_web/live/admin/providers/form.ex
+++ b/lib/berrypod_web/live/admin/providers/form.ex
@@ -4,8 +4,9 @@ defmodule BerrypodWeb.Admin.Providers.Form do
  alias Berrypod.Products
  alias Berrypod.Products.ProviderConnection
  alias Berrypod.Providers
+  alias Berrypod.Providers.Provider

-  @supported_types ~w(printify printful)
+  @supported_types Enum.map(Provider.available(), & &1.type)

  @impl true
  def mount(params, _session, socket) do
@@ -14,10 +15,12 @@ defmodule BerrypodWeb.Admin.Providers.Form do

  defp apply_action(socket, :new, params) do
    provider_type = validated_type(params["type"])
+    provider = Provider.get(provider_type)

    socket
-    |> assign(:page_title, "Connect to #{provider_label(provider_type)}")
+    |> assign(:page_title, "Connect to #{provider.name}")
    |> assign(:provider_type, provider_type)
+    |> assign(:provider, provider)
    |> assign(:connection, %ProviderConnection{provider_type: provider_type})
    |> assign(:form, to_form(ProviderConnection.changeset(%ProviderConnection{}, %{})))
    |> assign(:testing, false)
@@ -27,10 +30,12 @@ defmodule BerrypodWeb.Admin.Providers.Form do

  defp apply_action(socket, :edit, %{"id" => id}) do
    connection = Products.get_provider_connection!(id)
+    provider = Provider.get(connection.provider_type)

    socket
-    |> assign(:page_title, "#{provider_label(connection.provider_type)} settings")
+    |> assign(:page_title, "#{provider.name} settings")
    |> assign(:provider_type, connection.provider_type)
+    |> assign(:provider, provider)
    |> assign(:connection, connection)
    |> assign(:form, to_form(ProviderConnection.changeset(connection, %{})))
    |> assign(:testing, false)
@@ -89,7 +94,7 @@ defmodule BerrypodWeb.Admin.Providers.Form do
      {:ok, _connection} ->
        {:noreply,
         socket
-         |> put_flash(:info, "Connected to #{provider_label(provider_type)}!")
+         |> put_flash(:info, "Connected to #{socket.assigns.provider.name}!")
         |> push_navigate(to: ~p"/admin/settings")}

      {:error, %Ecto.Changeset{} = changeset} ->
@@ -132,7 +137,8 @@ defmodule BerrypodWeb.Admin.Providers.Form do
  end

  defp maybe_add_name(params, type, _result) do
-    Map.put_new(params, "name", provider_label(type))
+    provider = Provider.get(type)
+    Map.put_new(params, "name", provider && provider.name || type)
  end

  defp encrypt_api_key(api_key) do
@@ -147,9 +153,6 @@ defmodule BerrypodWeb.Admin.Providers.Form do

  # Shared helpers used by the template

-  defp provider_label("printful"), do: "Printful"
-  defp provider_label(_), do: "Printify"
-
  defp connection_name({:ok, %{shop_name: name}}), do: name
  defp connection_name({:ok, %{store_name: name}}), do: name
  defp connection_name(_), do: nil
--- a/lib/berrypod_web/live/admin/providers/form.html.heex
+++ b/lib/berrypod_web/live/admin/providers/form.html.heex
@@ -1,75 +1,32 @@
 <.header>
  {if @live_action == :new,
-    do: "Connect to #{provider_label(@provider_type)}",
-    else: "#{provider_label(@provider_type)} settings"}
+    do: "Connect to #{@provider.name}",
+    else: "#{@provider.name} settings"}
 </.header>

 <div class="max-w-xl mt-6">
  <%= if @live_action == :new do %>
    <div class="prose prose-sm mb-6">
      <p>
-        {provider_label(@provider_type)} is a print-on-demand service that prints and ships products for you.
+        {@provider.name} is a print-on-demand service that prints and ships products for you.
        Connect your account to automatically import your products into your shop.
      </p>
    </div>

-    <%= if @provider_type == "printify" do %>
-      <div class="rounded-lg bg-base-200 p-4 mb-6 text-sm">
-        <p class="font-medium mb-2">Get your API key from Printify:</p>
-        <ol class="list-decimal list-inside space-y-1 text-base-content/80">
-          <li>
-            <a
-              href="https://printify.com/app/auth/login"
-              target="_blank"
-              rel="noopener"
-              class="admin-link"
-            >
-              Log in to Printify
-            </a>
-            (or <a
-              href="https://printify.com/app/auth/register"
-              target="_blank"
-              rel="noopener"
-              class="admin-link"
-            >create a free account</a>)
-          </li>
-          <li>Click <strong>Account</strong> (top right)</li>
-          <li>Select <strong>Connections</strong> from the dropdown</li>
-          <li>Find <strong>API tokens</strong> and click <strong>Generate</strong></li>
-          <li>
-            Enter a name (e.g. "My Shop"), keep <strong>all scopes</strong>
-            selected, and click <strong>Generate token</strong>
-          </li>
-          <li>Click <strong>Copy to clipboard</strong> and paste it below</li>
-        </ol>
-      </div>
-    <% else %>
-      <div class="rounded-lg bg-base-200 p-4 mb-6 text-sm">
-        <p class="font-medium mb-2">Get your API key from Printful:</p>
-        <ol class="list-decimal list-inside space-y-1 text-base-content/80">
-          <li>
-            <a
-              href="https://www.printful.com/auth/login"
-              target="_blank"
-              rel="noopener"
-              class="admin-link"
-            >
-              Log in to Printful
-            </a>
-            (or <a
-              href="https://www.printful.com/auth/signup"
-              target="_blank"
-              rel="noopener"
-              class="admin-link"
-            >create a free account</a>)
-          </li>
-          <li>Go to <strong>Settings</strong> &rarr; <strong>API access</strong></li>
-          <li>Click <strong>Create API key</strong></li>
-          <li>Give it a name and select <strong>all scopes</strong></li>
-          <li>Copy the token and paste it below</li>
-        </ol>
-      </div>
-    <% end %>
+    <div class="rounded-lg bg-base-200 p-4 mb-6 text-sm">
+      <p class="font-medium mb-2">Get your API key from {@provider.name}:</p>
+      <ol class="list-decimal list-inside space-y-1 text-base-content/80">
+        <li>
+          <a href={@provider.login_url} target="_blank" rel="noopener" class="admin-link">
+            Log in to {@provider.name}
+          </a>
+          (or <a href={@provider.signup_url} target="_blank" rel="noopener" class="admin-link">create a free account</a>)
+        </li>
+        <li :for={step <- @provider.setup_steps}>
+          {raw(step)}
+        </li>
+      </ol>
+    </div>
  <% end %>

  <.form for={@form} id="provider-form" phx-change="validate" phx-submit="save">
@@ -78,7 +35,7 @@
    <.input
      field={@form[:api_key]}
      type="password"
-      label={"#{provider_label(@provider_type)} API key"}
+      label={"#{@provider.name} API key"}
      placeholder={
        if @live_action == :edit,
          do: "Leave blank to keep current key",
@@ -106,7 +63,7 @@
          <% {:ok, _info} -> %>
            <span class="text-success flex items-center gap-1">
              <.icon name="hero-check-circle" class="size-4" />
-              Connected to {connection_name(@test_result) || provider_label(@provider_type)}
+              Connected to {connection_name(@test_result) || @provider.name}
            </span>
          <% {:error, reason} -> %>
            <span class="text-error flex items-center gap-1">
@@ -124,7 +81,7 @@
    <div class="flex gap-2 mt-6">
      <.button type="submit" disabled={@testing}>
        {if @live_action == :new,
-          do: "Connect to #{provider_label(@provider_type)}",
+          do: "Connect to #{@provider.name}",
          else: "Save changes"}
      </.button>
      <.link navigate={~p"/admin/providers"} class="admin-btn admin-btn-ghost">
--- a/lib/berrypod_web/live/admin/providers/index.ex
+++ b/lib/berrypod_web/live/admin/providers/index.ex
@@ -3,6 +3,7 @@ defmodule BerrypodWeb.Admin.Providers.Index do

  alias Berrypod.Products
  alias Berrypod.Products.ProviderConnection
+  alias Berrypod.Providers.Provider

  @impl true
  def mount(_params, _session, socket) do
@@ -11,6 +12,7 @@ defmodule BerrypodWeb.Admin.Providers.Index do
    {:ok,
     socket
     |> assign(:page_title, "Provider connections")
+     |> assign(:available_providers, Provider.available())
     |> stream(:connections, connections)}
  end

@@ -85,6 +87,13 @@ defmodule BerrypodWeb.Admin.Providers.Index do
    """
  end

+  defp provider_name(type) do
+    case Provider.get(type) do
+      %{name: name} -> name
+      nil -> String.capitalize(type)
+    end
+  end
+
  defp format_relative_time(datetime) do
    diff = DateTime.diff(DateTime.utc_now(), datetime, :second)

--- a/lib/berrypod_web/live/admin/providers/index.html.heex
+++ b/lib/berrypod_web/live/admin/providers/index.html.heex
@@ -6,11 +6,8 @@
        <.icon name="hero-plus" class="size-4 mr-1" /> Connect provider
      </div>
      <ul tabindex="0" class="admin-dropdown-content">
-        <li>
-          <.link navigate={~p"/admin/providers/new?type=printify"}>Printify</.link>
-        </li>
-        <li>
-          <.link navigate={~p"/admin/providers/new?type=printful"}>Printful</.link>
+        <li :for={provider <- @available_providers}>
+          <.link navigate={~p"/admin/providers/new?type=#{provider.type}"}>{provider.name}</.link>
        </li>
      </ul>
    </div>
@@ -22,15 +19,14 @@
    <.icon name="hero-cube" class="size-16 mx-auto mb-4 text-base-content/30" />
    <h2 class="text-xl font-medium">Connect a print-on-demand provider</h2>
    <p class="mt-2 text-base-content/60 max-w-md mx-auto">
-      Connect your Printify or Printful account to import products
-      and start selling.
+      Connect your account to import products and start selling.
    </p>
    <div class="flex justify-center gap-3 mt-6">
-      <.button navigate={~p"/admin/providers/new?type=printify"}>
-        Connect Printify
-      </.button>
-      <.button navigate={~p"/admin/providers/new?type=printful"} variant="outline">
-        Connect Printful
+      <.button
+        :for={provider <- @available_providers}
+        navigate={~p"/admin/providers/new?type=#{provider.type}"}
+      >
+        Connect {provider.name}
      </.button>
    </div>
  </div>
@@ -46,7 +42,7 @@
          <div class="flex items-center gap-2">
            <.status_indicator status={connection.sync_status} enabled={connection.enabled} />
            <h3 class="font-semibold text-lg">
-              {String.capitalize(connection.provider_type)}
+              {provider_name(connection.provider_type)}
            </h3>
          </div>
          <p class="text-base-content/70 mt-1">{connection.name}</p>
@@ -65,7 +61,7 @@
          <button
            phx-click="delete"
            phx-value-id={connection.id}
-            data-confirm={"Disconnect from #{String.capitalize(connection.provider_type)}? Your synced products will remain in your shop."}
+            data-confirm={"Disconnect from #{provider_name(connection.provider_type)}? Your synced products will remain in your shop."}
            class="admin-btn admin-btn-ghost admin-btn-sm text-error"
          >
            Disconnect