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>

test/berrypod/setup_test.exs

@@ -10,12 +10,17 @@ defmodule Berrypod.SetupTest do
       status = Setup.setup_status()
 
       refute status.admin_created
-      refute status.printify_connected
+      refute status.provider_connected
+      assert is_nil(status.provider_type)
       refute status.products_synced
       assert status.product_count == 0
       refute status.stripe_connected
+      refute status.setup_complete
       refute status.site_live
       refute status.can_go_live
+      refute status.theme_customised
+      refute status.has_orders
+      refute status.checklist_dismissed
     end
 
     test "detects admin created" do
@@ -39,7 +44,7 @@ defmodule Berrypod.SetupTest do
       assert status.site_live
     end
 
-    test "detects printify connected with products" do
+    test "detects provider connected with products" do
       {:ok, conn} =
         Products.create_provider_connection(%{
           name: "Test",
@@ -48,7 +53,8 @@ defmodule Berrypod.SetupTest do
         })
 
       status = Setup.setup_status()
-      assert status.printify_connected
+      assert status.provider_connected
+      assert status.provider_type == "printify"
       refute status.products_synced
       assert status.product_count == 0
 
@@ -66,7 +72,24 @@ defmodule Berrypod.SetupTest do
       assert status.product_count == 1
     end
 
-    test "can_go_live requires printify, products, and stripe" do
+    test "setup_complete requires admin, provider, and stripe" do
+      user_fixture()
+
+      {:ok, _conn} =
+        Products.create_provider_connection(%{
+          name: "Test",
+          provider_type: "printful",
+          api_key: "test_api_key"
+        })
+
+      refute Setup.setup_status().setup_complete
+
+      {:ok, _} = Settings.put_secret("stripe_api_key", "sk_test_abc123")
+
+      assert Setup.setup_status().setup_complete
+    end
+
+    test "can_go_live requires provider, products, and stripe" do
       {:ok, conn} =
         Products.create_provider_connection(%{
           name: "Test",
@@ -90,5 +113,13 @@ defmodule Berrypod.SetupTest do
 
       assert Setup.setup_status().can_go_live
     end
+
+    test "detects theme customised" do
+      refute Setup.setup_status().theme_customised
+
+      {:ok, _} = Settings.update_theme_settings(%{mood: "warm"})
+
+      assert Setup.setup_status().theme_customised
+    end
   end
 end

test/berrypod_web/controllers/user_session_controller_test.exs

@@ -18,7 +18,7 @@ defmodule BerrypodWeb.UserSessionControllerTest do
         })
 
       assert get_session(conn, :user_token)
-      assert redirected_to(conn) == ~p"/admin/setup"
+      assert redirected_to(conn) == ~p"/setup"
 
       # Now do a logged in request and assert on the page content
       conn = get(conn, ~p"/admin/settings")
@@ -39,7 +39,7 @@ defmodule BerrypodWeb.UserSessionControllerTest do
         })
 
       assert conn.resp_cookies["_berrypod_web_user_remember_me"]
-      assert redirected_to(conn) == ~p"/admin/setup"
+      assert redirected_to(conn) == ~p"/setup"
     end
 
     test "logs the user in with return to", %{conn: conn, user: user} do
@@ -80,7 +80,7 @@ defmodule BerrypodWeb.UserSessionControllerTest do
         })
 
       assert get_session(conn, :user_token)
-      assert redirected_to(conn) == ~p"/admin/setup"
+      assert redirected_to(conn) == ~p"/setup"
 
       # Now do a logged in request and assert on the page content
       conn = get(conn, ~p"/admin/settings")
@@ -99,7 +99,7 @@ defmodule BerrypodWeb.UserSessionControllerTest do
         })
 
       assert get_session(conn, :user_token)
-      assert redirected_to(conn) == ~p"/admin/setup"
+      assert redirected_to(conn) == ~p"/setup"
       assert Phoenix.Flash.get(conn.assigns.flash, :info) =~ "User confirmed successfully."
 
       assert Accounts.get_user!(user.id).confirmed_at

test/berrypod_web/live/admin/dashboard_test.exs

@@ -18,14 +18,61 @@ defmodule BerrypodWeb.Admin.DashboardTest do
     end
   end
 
-  describe "redirects to setup when not live" do
+  describe "launch checklist" do
     setup %{conn: conn, user: user} do
       %{conn: log_in_user(conn, user)}
     end
 
-    test "redirects to /admin/setup when site not live", %{conn: conn} do
-      {:error, redirect} = live(conn, ~p"/admin")
-      assert {:live_redirect, %{to: "/admin/setup"}} = redirect
+    test "shows checklist when site not live", %{conn: conn} do
+      {:ok, _view, html} = live(conn, ~p"/admin")
+
+      assert html =~ "Launch checklist"
+      assert html =~ "Sync your products"
+      assert html =~ "Customise your theme"
+      assert html =~ "Go live"
+    end
+
+    test "hides checklist when site is live", %{conn: conn} do
+      {:ok, _} = Berrypod.Settings.set_site_live(true)
+      {:ok, _view, html} = live(conn, ~p"/admin")
+
+      refute html =~ "Launch checklist"
+    end
+
+    test "dismiss checklist hides it", %{conn: conn} do
+      {:ok, view, _html} = live(conn, ~p"/admin")
+      assert has_element?(view, "button", "Dismiss")
+
+      html = render_click(view, "dismiss_checklist")
+
+      refute html =~ "Launch checklist"
+    end
+
+    test "go live button works", %{conn: conn} do
+      # Need provider + products + stripe for go live to be enabled
+      {:ok, conn_record} =
+        Berrypod.Products.create_provider_connection(%{
+          name: "Test",
+          provider_type: "printify",
+          api_key: "test_key"
+        })
+
+      {:ok, _} =
+        Berrypod.Products.create_product(%{
+          title: "Test product",
+          provider_product_id: "ext-1",
+          provider_connection_id: conn_record.id,
+          status: "active"
+        })
+
+      {:ok, _} = Berrypod.Settings.put_secret("stripe_api_key", "sk_test_123")
+
+      {:ok, view, _html} = live(conn, ~p"/admin")
+
+      html = render_click(view, "go_live")
+
+      assert html =~ "Your shop is live"
+      assert Berrypod.Settings.site_live?()
     end
   end
 

test/berrypod_web/live/admin/layout_test.exs

@@ -30,13 +30,6 @@ defmodule BerrypodWeb.Admin.LayoutTest do
       refute has_element?(view, ~s(a.active[href="/admin/settings"]))
     end
 
-    test "highlights setup on setup page", %{conn: conn} do
-      {:ok, view, _html} = live(conn, ~p"/admin/setup")
-
-      assert has_element?(view, ~s(a.active[href="/admin/setup"]))
-      refute has_element?(view, ~s(a.active[href="/admin/orders"]))
-    end
-
     test "highlights correct link on different pages", %{conn: conn} do
       {:ok, view, _html} = live(conn, ~p"/admin/settings")
 

test/berrypod_web/live/admin/setup_test.exs

@@ -1,88 +0,0 @@
-defmodule BerrypodWeb.Admin.SetupTest do
-  use BerrypodWeb.ConnCase, async: false
-
-  import Phoenix.LiveViewTest
-  import Berrypod.AccountsFixtures
-  import Berrypod.ProductsFixtures
-
-  setup do
-    user = user_fixture()
-    %{user: user}
-  end
-
-  describe "unauthenticated" do
-    test "redirects to login", %{conn: conn} do
-      {:error, redirect} = live(conn, ~p"/admin/setup")
-      assert {:redirect, %{to: path}} = redirect
-      assert path == ~p"/users/log-in"
-    end
-  end
-
-  describe "setup stepper" do
-    setup %{conn: conn, user: user} do
-      %{conn: log_in_user(conn, user)}
-    end
-
-    test "shows stepper with printify form when nothing connected", %{conn: conn} do
-      {:ok, _view, html} = live(conn, ~p"/admin/setup")
-
-      assert html =~ "Setup steps"
-      assert html =~ "Connect to Printify"
-      assert html =~ "Printify API token"
-      assert html =~ "Connect Stripe"
-      assert html =~ "Go live"
-    end
-
-    test "shows stripe form when printify is done", %{conn: conn} do
-      conn_fixture = provider_connection_fixture(%{provider_type: "printify"})
-      _product = product_fixture(%{provider_connection: conn_fixture})
-
-      {:ok, view, _html} = live(conn, ~p"/admin/setup")
-
-      # Printify step should be completed
-      assert has_element?(view, "li:first-child [class*='bg-green-500']")
-      # Stripe step should be active with form
-      assert has_element?(view, "label", "Secret key")
-    end
-
-    test "shows go live button when all services connected", %{conn: conn} do
-      conn_fixture = provider_connection_fixture(%{provider_type: "printify"})
-      _product = product_fixture(%{provider_connection: conn_fixture})
-      {:ok, _} = Berrypod.Settings.put_secret("stripe_api_key", "sk_test_123")
-
-      {:ok, view, _html} = live(conn, ~p"/admin/setup")
-
-      assert has_element?(view, "button", "Go live")
-    end
-
-    test "go live shows celebration", %{conn: conn} do
-      conn_fixture = provider_connection_fixture(%{provider_type: "printify"})
-      _product = product_fixture(%{provider_connection: conn_fixture})
-      {:ok, _} = Berrypod.Settings.put_secret("stripe_api_key", "sk_test_123")
-
-      {:ok, view, _html} = live(conn, ~p"/admin/setup")
-
-      html = view |> element("button", "Go live") |> render_click()
-
-      assert html =~ "Your shop is live!"
-      assert html =~ "Go to dashboard"
-      assert html =~ "View your shop"
-      assert html =~ "Customise theme"
-    end
-
-    test "redirects to /admin when site is live", %{conn: conn} do
-      {:ok, _} = Berrypod.Settings.set_site_live(true)
-      {:error, redirect} = live(conn, ~p"/admin/setup")
-      assert {:live_redirect, %{to: "/admin"}} = redirect
-    end
-
-    test "completed steps show summary and are collapsible", %{conn: conn} do
-      conn_fixture = provider_connection_fixture(%{provider_type: "printify"})
-      _product = product_fixture(%{provider_connection: conn_fixture})
-
-      {:ok, _view, html} = live(conn, ~p"/admin/setup")
-
-      assert html =~ "products synced"
-    end
-  end
-end

test/berrypod_web/live/auth/confirmation_test.exs

@@ -64,7 +64,7 @@ defmodule BerrypodWeb.Auth.ConfirmationTest do
       assert Accounts.get_user!(user.id).confirmed_at
       # we are logged in now
       assert get_session(conn, :user_token)
-      assert redirected_to(conn) == ~p"/admin/setup"
+      assert redirected_to(conn) == ~p"/setup"
 
       # log out, new conn
       conn = build_conn()

test/berrypod_web/live/auth/login_test.exs

@@ -9,7 +9,7 @@ defmodule BerrypodWeb.Auth.LoginTest do
       {:ok, _lv, html} = live(conn, ~p"/users/log-in")
 
       assert html =~ "Log in"
-      assert html =~ "Sign up"
+      assert html =~ "Set up your shop"
       assert html =~ "Log in with email"
     end
   end
@@ -56,7 +56,7 @@ defmodule BerrypodWeb.Auth.LoginTest do
 
       conn = submit_form(form, conn)
 
-      assert redirected_to(conn) == ~p"/admin/setup"
+      assert redirected_to(conn) == ~p"/setup"
     end
 
     test "redirects to login page with a flash error if credentials are invalid", %{
@@ -76,16 +76,16 @@ defmodule BerrypodWeb.Auth.LoginTest do
   end
 
   describe "login navigation" do
-    test "redirects to registration page when the Register button is clicked", %{conn: conn} do
+    test "redirects to setup page when the setup link is clicked", %{conn: conn} do
       {:ok, lv, _html} = live(conn, ~p"/users/log-in")
 
-      {:ok, _login_live, login_html} =
+      {:ok, _setup_live, setup_html} =
         lv
-        |> element("main a", "Sign up")
+        |> element("main a", "Set up your shop")
         |> render_click()
-        |> follow_redirect(conn, ~p"/users/register")
+        |> follow_redirect(conn, ~p"/setup")
 
-      assert login_html =~ "Register"
+      assert setup_html =~ "Set up your shop"
     end
   end
 

test/berrypod_web/live/auth/registration_test.exs

@@ -5,11 +5,8 @@ defmodule BerrypodWeb.Auth.RegistrationTest do
   import Berrypod.AccountsFixtures
 
   describe "Registration page" do
-    test "renders registration page when no admin exists", %{conn: conn} do
-      {:ok, _lv, html} = live(conn, ~p"/users/register")
-
-      assert html =~ "Register"
-      assert html =~ "Log in"
+    test "redirects to setup when no admin exists (fresh install)", %{conn: conn} do
+      assert {:error, {:redirect, %{to: "/setup"}}} = live(conn, ~p"/users/register")
     end
 
     test "redirects to login when admin already exists", %{conn: conn} do
@@ -25,66 +22,9 @@ defmodule BerrypodWeb.Auth.RegistrationTest do
         conn
         |> log_in_user(user_fixture())
         |> live(~p"/users/register")
-        |> follow_redirect(conn, ~p"/admin/setup")
+        |> follow_redirect(conn, ~p"/setup")
 
       assert {:ok, _conn} = result
     end
-
-    test "renders errors for invalid data", %{conn: conn} do
-      {:ok, lv, _html} = live(conn, ~p"/users/register")
-
-      result =
-        lv
-        |> element("#registration_form")
-        |> render_change(user: %{"email" => "with spaces"})
-
-      assert result =~ "Register"
-      assert result =~ "must have the @ sign and no spaces"
-    end
-  end
-
-  describe "register user" do
-    test "creates account but does not log in", %{conn: conn} do
-      {:ok, lv, _html} = live(conn, ~p"/users/register")
-
-      email = unique_user_email()
-      form = form(lv, "#registration_form", user: valid_user_attributes(email: email))
-
-      {:ok, _lv, html} =
-        render_submit(form)
-        |> follow_redirect(conn, ~p"/users/log-in")
-
-      assert html =~
-               ~r/An email was sent to .*, please access it to confirm your account/
-    end
-
-    test "renders errors for duplicated email", %{conn: conn} do
-      {:ok, lv, _html} = live(conn, ~p"/users/register")
-
-      user = user_fixture(%{email: "test@email.com"})
-
-      result =
-        lv
-        |> form("#registration_form",
-          user: %{"email" => user.email}
-        )
-        |> render_submit()
-
-      assert result =~ "has already been taken"
-    end
-  end
-
-  describe "registration navigation" do
-    test "redirects to login page when the Log in button is clicked", %{conn: conn} do
-      {:ok, lv, _html} = live(conn, ~p"/users/register")
-
-      {:ok, _login_live, login_html} =
-        lv
-        |> element("main a", "Log in")
-        |> render_click()
-        |> follow_redirect(conn, ~p"/users/log-in")
-
-      assert login_html =~ "Log in"
-    end
   end
 end

test/berrypod_web/live/setup/onboarding_test.exs

@@ -0,0 +1,116 @@
+defmodule BerrypodWeb.Setup.OnboardingTest do
+  use BerrypodWeb.ConnCase, async: false
+
+  import Phoenix.LiveViewTest
+  import Berrypod.AccountsFixtures
+
+  alias Berrypod.{Products, Settings}
+
+  describe "access rules" do
+    test "accessible on fresh install (no admin)", %{conn: conn} do
+      {:ok, _view, html} = live(conn, ~p"/setup")
+      assert html =~ "Set up your shop"
+      assert html =~ "Create admin account"
+    end
+
+    test "redirects to /admin when setup is complete", %{conn: conn} do
+      user = user_fixture()
+      conn = log_in_user(conn, user)
+
+      {:ok, _} =
+        Products.create_provider_connection(%{
+          name: "Test",
+          provider_type: "printify",
+          api_key: "test_key"
+        })
+
+      {:ok, _} = Settings.put_secret("stripe_api_key", "sk_test_123")
+
+      {:error, redirect} = live(conn, ~p"/setup")
+      assert {:live_redirect, %{to: "/admin"}} = redirect
+    end
+
+    test "redirects to login when admin exists but not logged in", %{conn: conn} do
+      _user = user_fixture()
+
+      {:error, redirect} = live(conn, ~p"/setup")
+      assert {:live_redirect, %{to: "/users/log-in"}} = redirect
+    end
+
+    test "redirects to / when site is already live", %{conn: conn} do
+      user = user_fixture()
+      conn = log_in_user(conn, user)
+
+      {:ok, _} =
+        Products.create_provider_connection(%{
+          name: "Test",
+          provider_type: "printify",
+          api_key: "test_key"
+        })
+
+      {:ok, _} = Settings.put_secret("stripe_api_key", "sk_test_123")
+      {:ok, _} = Settings.set_site_live(true)
+
+      {:error, redirect} = live(conn, ~p"/setup")
+      assert {:live_redirect, %{to: "/"}} = redirect
+    end
+  end
+
+  describe "sections" do
+    test "shows all three sections on fresh install", %{conn: conn} do
+      {:ok, _view, html} = live(conn, ~p"/setup")
+
+      assert html =~ "Create admin account"
+      assert html =~ "Connect a print provider"
+      assert html =~ "Connect payments"
+    end
+
+    test "shows provider cards", %{conn: conn} do
+      {:ok, _view, html} = live(conn, ~p"/setup")
+
+      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")
+
+      html =
+        view
+        |> element(~s(button[phx-value-type="printify"]))
+        |> render_click()
+
+      assert html =~ "API token"
+      assert html =~ "Printify"
+    end
+  end
+
+  describe "stripe section" do
+    test "shows stripe form", %{conn: conn} do
+      {:ok, _view, html} = live(conn, ~p"/setup")
+
+      assert html =~ "Secret key"
+      assert html =~ "Connect Stripe"
+    end
+  end
+
+  describe "completion" do
+    setup :register_and_log_in_user
+
+    test "redirects to dashboard when all three steps done", %{conn: conn} do
+      {:ok, _} =
+        Products.create_provider_connection(%{
+          name: "Test",
+          provider_type: "printify",
+          api_key: "test_key"
+        })
+
+      {:ok, _} = Settings.put_secret("stripe_api_key", "sk_test_123")
+
+      {:error, redirect} = live(conn, ~p"/setup")
+      assert {:live_redirect, %{to: "/admin"}} = redirect
+    end
+  end
+end

test/berrypod_web/live/shop/coming_soon_test.exs

@@ -51,9 +51,9 @@ defmodule BerrypodWeb.Shop.ComingSoonTest do
       assert html =~ "Shop the collection"
     end
 
-    test "redirects to registration on fresh install (no admin)", %{conn: conn} do
-      # No admin created — redirect to registration
-      assert {:error, {:redirect, %{to: "/users/register"}}} = live(conn, ~p"/")
+    test "redirects to setup on fresh install (no admin)", %{conn: conn} do
+      # No admin created — redirect to setup
+      assert {:error, {:redirect, %{to: "/setup"}}} = live(conn, ~p"/")
     end
 
     test "redirects when session token is stale (user deleted)", %{conn: conn} do
@@ -63,7 +63,7 @@ defmodule BerrypodWeb.Shop.ComingSoonTest do
       # Delete the user — session cookie is now stale
       Berrypod.Repo.delete!(user)
 
-      assert {:error, {:redirect, %{to: "/users/register"}}} = live(conn, ~p"/")
+      assert {:error, {:redirect, %{to: "/setup"}}} = live(conn, ~p"/")
     end
 
     test "gates all public shop routes", %{conn: conn} do

test/berrypod_web/user_auth_test.exs

@@ -25,7 +25,7 @@ defmodule BerrypodWeb.UserAuthTest do
       conn = UserAuth.log_in_user(conn, user)
       assert token = get_session(conn, :user_token)
       assert get_session(conn, :live_socket_id) == "users_sessions:#{Base.url_encode64(token)}"
-      assert redirected_to(conn) == ~p"/admin/setup"
+      assert redirected_to(conn) == ~p"/setup"
       assert Accounts.get_user_by_session_token(token)
     end
 
@@ -80,7 +80,7 @@ defmodule BerrypodWeb.UserAuthTest do
         |> assign(:current_scope, Scope.for_user(user))
         |> UserAuth.log_in_user(user)
 
-      assert redirected_to(conn) == ~p"/admin/setup"
+      assert redirected_to(conn) == ~p"/setup"
     end
 
     test "writes a cookie if remember_me was set in previous session", %{conn: conn, user: user} do