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bakery-ia/services/auth/app/api/onboarding_progress.py

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2025-08-11 07:01:08 +02:00
"""
User onboarding progress API routes
"""
from fastapi import APIRouter, Depends, HTTPException, status
from sqlalchemy.ext.asyncio import AsyncSession
from typing import Dict, Any, List, Optional
import structlog
from datetime import datetime, timezone
from pydantic import BaseModel
from app.core.database import get_db
from app.services.user_service import UserService
from app.repositories.onboarding_repository import OnboardingRepository
from shared.auth.decorators import get_current_user_dep
logger = structlog.get_logger()
router = APIRouter(tags=["onboarding"])
# Request/Response Models
class OnboardingStepStatus(BaseModel):
step_name: str
completed: bool
completed_at: Optional[datetime] = None
data: Optional[Dict[str, Any]] = None
class UserProgress(BaseModel):
user_id: str
steps: List[OnboardingStepStatus]
current_step: str
next_step: Optional[str] = None
completion_percentage: float
fully_completed: bool
last_updated: datetime
class UpdateStepRequest(BaseModel):
step_name: str
completed: bool
data: Optional[Dict[str, Any]] = None
Make backend robust with comprehensive onboarding steps Backend Changes (services/auth/app/api/onboarding_progress.py): - Expanded ONBOARDING_STEPS to include all 19 frontend steps - Phase 0: user_registered (system) - Phase 1: bakery-type-selection, data-source-choice (discovery) - Phase 2: setup, smart-inventory-setup, product-categorization, initial-stock-entry (core setup & AI path) - Phase 2b: suppliers-setup, inventory-setup, recipes-setup, production-processes (manual path) - Phase 3: quality-setup, team-setup (advanced config) - Phase 4: ml-training, setup-review, completion (finalization) - Updated STEP_DEPENDENCIES with granular requirements - AI path: smart-inventory-setup → product-categorization → initial-stock-entry - Manual path: Independent setup for suppliers, inventory, recipes, processes - Flexible ML training: accepts either AI or manual inventory path - Enhanced ML training validation - Supports both AI-assisted path (sales data) and manual inventory path - More flexible validation logic for multi-path onboarding Frontend Changes (UnifiedOnboardingWizard.tsx): - Fixed auto-complete step name: 'suppliers' → 'suppliers-setup' - All step IDs now match backend ONBOARDING_STEPS exactly - Removed temporary step mapping workarounds Frontend Changes (apiClient.ts): - Fixed tenant ID requirement warnings for onboarding endpoints - Added noTenantEndpoints list for user-level endpoints: - /auth/me/onboarding (tenant created during onboarding) - /auth/me (user profile) - /auth/register, /auth/login - Eliminated false warnings during onboarding flow This makes the onboarding system fully functional with: ✅ Backend validates all 19 onboarding steps ✅ Proper dependency tracking for multi-path onboarding ✅ No more "Invalid step name" errors ✅ No more tenant ID warnings for onboarding ✅ Robust state tracking for complete user journey
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# Define the onboarding steps and their order - matching frontend UnifiedOnboardingWizard step IDs
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ONBOARDING_STEPS = [
Make backend robust with comprehensive onboarding steps Backend Changes (services/auth/app/api/onboarding_progress.py): - Expanded ONBOARDING_STEPS to include all 19 frontend steps - Phase 0: user_registered (system) - Phase 1: bakery-type-selection, data-source-choice (discovery) - Phase 2: setup, smart-inventory-setup, product-categorization, initial-stock-entry (core setup & AI path) - Phase 2b: suppliers-setup, inventory-setup, recipes-setup, production-processes (manual path) - Phase 3: quality-setup, team-setup (advanced config) - Phase 4: ml-training, setup-review, completion (finalization) - Updated STEP_DEPENDENCIES with granular requirements - AI path: smart-inventory-setup → product-categorization → initial-stock-entry - Manual path: Independent setup for suppliers, inventory, recipes, processes - Flexible ML training: accepts either AI or manual inventory path - Enhanced ML training validation - Supports both AI-assisted path (sales data) and manual inventory path - More flexible validation logic for multi-path onboarding Frontend Changes (UnifiedOnboardingWizard.tsx): - Fixed auto-complete step name: 'suppliers' → 'suppliers-setup' - All step IDs now match backend ONBOARDING_STEPS exactly - Removed temporary step mapping workarounds Frontend Changes (apiClient.ts): - Fixed tenant ID requirement warnings for onboarding endpoints - Added noTenantEndpoints list for user-level endpoints: - /auth/me/onboarding (tenant created during onboarding) - /auth/me (user profile) - /auth/register, /auth/login - Eliminated false warnings during onboarding flow This makes the onboarding system fully functional with: ✅ Backend validates all 19 onboarding steps ✅ Proper dependency tracking for multi-path onboarding ✅ No more "Invalid step name" errors ✅ No more tenant ID warnings for onboarding ✅ Robust state tracking for complete user journey
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# Phase 0: System Steps
"user_registered", # Auto-completed: User account created
# Phase 1: Discovery
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"bakery-type-selection", # Choose bakery type: production/retail/mixed (skipped for enterprise)
Make backend robust with comprehensive onboarding steps Backend Changes (services/auth/app/api/onboarding_progress.py): - Expanded ONBOARDING_STEPS to include all 19 frontend steps - Phase 0: user_registered (system) - Phase 1: bakery-type-selection, data-source-choice (discovery) - Phase 2: setup, smart-inventory-setup, product-categorization, initial-stock-entry (core setup & AI path) - Phase 2b: suppliers-setup, inventory-setup, recipes-setup, production-processes (manual path) - Phase 3: quality-setup, team-setup (advanced config) - Phase 4: ml-training, setup-review, completion (finalization) - Updated STEP_DEPENDENCIES with granular requirements - AI path: smart-inventory-setup → product-categorization → initial-stock-entry - Manual path: Independent setup for suppliers, inventory, recipes, processes - Flexible ML training: accepts either AI or manual inventory path - Enhanced ML training validation - Supports both AI-assisted path (sales data) and manual inventory path - More flexible validation logic for multi-path onboarding Frontend Changes (UnifiedOnboardingWizard.tsx): - Fixed auto-complete step name: 'suppliers' → 'suppliers-setup' - All step IDs now match backend ONBOARDING_STEPS exactly - Removed temporary step mapping workarounds Frontend Changes (apiClient.ts): - Fixed tenant ID requirement warnings for onboarding endpoints - Added noTenantEndpoints list for user-level endpoints: - /auth/me/onboarding (tenant created during onboarding) - /auth/me (user profile) - /auth/register, /auth/login - Eliminated false warnings during onboarding flow This makes the onboarding system fully functional with: ✅ Backend validates all 19 onboarding steps ✅ Proper dependency tracking for multi-path onboarding ✅ No more "Invalid step name" errors ✅ No more tenant ID warnings for onboarding ✅ Robust state tracking for complete user journey
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# Phase 2: Core Setup
"setup", # Basic bakery setup and tenant creation
feat: Improve onboarding wizard UI, UX and dark mode support This commit implements multiple improvements to the onboarding wizard: **1. Unified UI Components:** - Created InfoCard component for consistent "why is important" blocks across all steps - Created TemplateCard component for consistent template displays - Both components use global CSS variables for proper dark mode support **2. Initial Stock Entry Step Improvements:** - Fixed title/subtitle positioning using unified InfoCard component - Fixed missing count bug in warning message (now uses {{count}} interpolation) - Fixed dark mode colors using CSS variables (--color-success, --color-info, etc.) - Changed next button title from "completar configuración" to "Continuar →" - Implemented stock creation API call using useAddStock hook - Products with stock now properly save to backend on step completion **3. Dark Mode Fixes:** - Fixed QualitySetupStep: Enhanced button selection visibility with rings and shadows - Fixed TeamSetupStep: Enhanced role selection visibility with rings and shadows - Fixed AddressAutocomplete: Replaced all hardcoded colors with CSS variables - All dropdown results, icons, and hover states now properly adapt to dark mode **4. Streamlined Wizard Flow:** - Removed POI Detection step from wizard (step previously added complexity) - POI detection now runs automatically in background after tenant registration - Non-blocking approach ensures users aren't delayed by POI detection - Removed Revision step (setup-review) as it adds no user value - Completion step is now the final step before dashboard **5. Backend Updates:** - Updated onboarding_progress.py to remove poi-detection from ONBOARDING_STEPS - Updated onboarding_progress.py to remove setup-review from ONBOARDING_STEPS - Updated step dependencies to reflect streamlined flow - POI detection documented as automatic background process All changes maintain backward compatibility and use proper TypeScript types.
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# NOTE: POI detection now happens automatically in background during tenant registration
Make backend robust with comprehensive onboarding steps Backend Changes (services/auth/app/api/onboarding_progress.py): - Expanded ONBOARDING_STEPS to include all 19 frontend steps - Phase 0: user_registered (system) - Phase 1: bakery-type-selection, data-source-choice (discovery) - Phase 2: setup, smart-inventory-setup, product-categorization, initial-stock-entry (core setup & AI path) - Phase 2b: suppliers-setup, inventory-setup, recipes-setup, production-processes (manual path) - Phase 3: quality-setup, team-setup (advanced config) - Phase 4: ml-training, setup-review, completion (finalization) - Updated STEP_DEPENDENCIES with granular requirements - AI path: smart-inventory-setup → product-categorization → initial-stock-entry - Manual path: Independent setup for suppliers, inventory, recipes, processes - Flexible ML training: accepts either AI or manual inventory path - Enhanced ML training validation - Supports both AI-assisted path (sales data) and manual inventory path - More flexible validation logic for multi-path onboarding Frontend Changes (UnifiedOnboardingWizard.tsx): - Fixed auto-complete step name: 'suppliers' → 'suppliers-setup' - All step IDs now match backend ONBOARDING_STEPS exactly - Removed temporary step mapping workarounds Frontend Changes (apiClient.ts): - Fixed tenant ID requirement warnings for onboarding endpoints - Added noTenantEndpoints list for user-level endpoints: - /auth/me/onboarding (tenant created during onboarding) - /auth/me (user profile) - /auth/register, /auth/login - Eliminated false warnings during onboarding flow This makes the onboarding system fully functional with: ✅ Backend validates all 19 onboarding steps ✅ Proper dependency tracking for multi-path onboarding ✅ No more "Invalid step name" errors ✅ No more tenant ID warnings for onboarding ✅ Robust state tracking for complete user journey
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# Phase 2-Enterprise: Child Tenants Setup (enterprise tier only)
"child-tenants-setup", # Configure child tenants/branches for enterprise tier
feat: Improve onboarding wizard UI, UX and dark mode support This commit implements multiple improvements to the onboarding wizard: **1. Unified UI Components:** - Created InfoCard component for consistent "why is important" blocks across all steps - Created TemplateCard component for consistent template displays - Both components use global CSS variables for proper dark mode support **2. Initial Stock Entry Step Improvements:** - Fixed title/subtitle positioning using unified InfoCard component - Fixed missing count bug in warning message (now uses {{count}} interpolation) - Fixed dark mode colors using CSS variables (--color-success, --color-info, etc.) - Changed next button title from "completar configuración" to "Continuar →" - Implemented stock creation API call using useAddStock hook - Products with stock now properly save to backend on step completion **3. Dark Mode Fixes:** - Fixed QualitySetupStep: Enhanced button selection visibility with rings and shadows - Fixed TeamSetupStep: Enhanced role selection visibility with rings and shadows - Fixed AddressAutocomplete: Replaced all hardcoded colors with CSS variables - All dropdown results, icons, and hover states now properly adapt to dark mode **4. Streamlined Wizard Flow:** - Removed POI Detection step from wizard (step previously added complexity) - POI detection now runs automatically in background after tenant registration - Non-blocking approach ensures users aren't delayed by POI detection - Removed Revision step (setup-review) as it adds no user value - Completion step is now the final step before dashboard **5. Backend Updates:** - Updated onboarding_progress.py to remove poi-detection from ONBOARDING_STEPS - Updated onboarding_progress.py to remove setup-review from ONBOARDING_STEPS - Updated step dependencies to reflect streamlined flow - POI detection documented as automatic background process All changes maintain backward compatibility and use proper TypeScript types.
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# Phase 2a: AI-Assisted Inventory Setup (REFACTORED - split into 3 focused steps)
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"upload-sales-data", # File upload, validation, and AI classification
"inventory-review", # Review and confirm AI-detected products with type selection
Make backend robust with comprehensive onboarding steps Backend Changes (services/auth/app/api/onboarding_progress.py): - Expanded ONBOARDING_STEPS to include all 19 frontend steps - Phase 0: user_registered (system) - Phase 1: bakery-type-selection, data-source-choice (discovery) - Phase 2: setup, smart-inventory-setup, product-categorization, initial-stock-entry (core setup & AI path) - Phase 2b: suppliers-setup, inventory-setup, recipes-setup, production-processes (manual path) - Phase 3: quality-setup, team-setup (advanced config) - Phase 4: ml-training, setup-review, completion (finalization) - Updated STEP_DEPENDENCIES with granular requirements - AI path: smart-inventory-setup → product-categorization → initial-stock-entry - Manual path: Independent setup for suppliers, inventory, recipes, processes - Flexible ML training: accepts either AI or manual inventory path - Enhanced ML training validation - Supports both AI-assisted path (sales data) and manual inventory path - More flexible validation logic for multi-path onboarding Frontend Changes (UnifiedOnboardingWizard.tsx): - Fixed auto-complete step name: 'suppliers' → 'suppliers-setup' - All step IDs now match backend ONBOARDING_STEPS exactly - Removed temporary step mapping workarounds Frontend Changes (apiClient.ts): - Fixed tenant ID requirement warnings for onboarding endpoints - Added noTenantEndpoints list for user-level endpoints: - /auth/me/onboarding (tenant created during onboarding) - /auth/me (user profile) - /auth/register, /auth/login - Eliminated false warnings during onboarding flow This makes the onboarding system fully functional with: ✅ Backend validates all 19 onboarding steps ✅ Proper dependency tracking for multi-path onboarding ✅ No more "Invalid step name" errors ✅ No more tenant ID warnings for onboarding ✅ Robust state tracking for complete user journey
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"initial-stock-entry", # Capture initial stock levels
feat: Improve onboarding wizard UI, UX and dark mode support This commit implements multiple improvements to the onboarding wizard: **1. Unified UI Components:** - Created InfoCard component for consistent "why is important" blocks across all steps - Created TemplateCard component for consistent template displays - Both components use global CSS variables for proper dark mode support **2. Initial Stock Entry Step Improvements:** - Fixed title/subtitle positioning using unified InfoCard component - Fixed missing count bug in warning message (now uses {{count}} interpolation) - Fixed dark mode colors using CSS variables (--color-success, --color-info, etc.) - Changed next button title from "completar configuración" to "Continuar →" - Implemented stock creation API call using useAddStock hook - Products with stock now properly save to backend on step completion **3. Dark Mode Fixes:** - Fixed QualitySetupStep: Enhanced button selection visibility with rings and shadows - Fixed TeamSetupStep: Enhanced role selection visibility with rings and shadows - Fixed AddressAutocomplete: Replaced all hardcoded colors with CSS variables - All dropdown results, icons, and hover states now properly adapt to dark mode **4. Streamlined Wizard Flow:** - Removed POI Detection step from wizard (step previously added complexity) - POI detection now runs automatically in background after tenant registration - Non-blocking approach ensures users aren't delayed by POI detection - Removed Revision step (setup-review) as it adds no user value - Completion step is now the final step before dashboard **5. Backend Updates:** - Updated onboarding_progress.py to remove poi-detection from ONBOARDING_STEPS - Updated onboarding_progress.py to remove setup-review from ONBOARDING_STEPS - Updated step dependencies to reflect streamlined flow - POI detection documented as automatic background process All changes maintain backward compatibility and use proper TypeScript types.
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# Phase 2b: Product Categorization (optional advanced categorization)
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"product-categorization", # Advanced categorization (may be deprecated)
feat: Improve onboarding wizard UI, UX and dark mode support This commit implements multiple improvements to the onboarding wizard: **1. Unified UI Components:** - Created InfoCard component for consistent "why is important" blocks across all steps - Created TemplateCard component for consistent template displays - Both components use global CSS variables for proper dark mode support **2. Initial Stock Entry Step Improvements:** - Fixed title/subtitle positioning using unified InfoCard component - Fixed missing count bug in warning message (now uses {{count}} interpolation) - Fixed dark mode colors using CSS variables (--color-success, --color-info, etc.) - Changed next button title from "completar configuración" to "Continuar →" - Implemented stock creation API call using useAddStock hook - Products with stock now properly save to backend on step completion **3. Dark Mode Fixes:** - Fixed QualitySetupStep: Enhanced button selection visibility with rings and shadows - Fixed TeamSetupStep: Enhanced role selection visibility with rings and shadows - Fixed AddressAutocomplete: Replaced all hardcoded colors with CSS variables - All dropdown results, icons, and hover states now properly adapt to dark mode **4. Streamlined Wizard Flow:** - Removed POI Detection step from wizard (step previously added complexity) - POI detection now runs automatically in background after tenant registration - Non-blocking approach ensures users aren't delayed by POI detection - Removed Revision step (setup-review) as it adds no user value - Completion step is now the final step before dashboard **5. Backend Updates:** - Updated onboarding_progress.py to remove poi-detection from ONBOARDING_STEPS - Updated onboarding_progress.py to remove setup-review from ONBOARDING_STEPS - Updated step dependencies to reflect streamlined flow - POI detection documented as automatic background process All changes maintain backward compatibility and use proper TypeScript types.
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# Phase 2c: Suppliers (shared by all paths)
Make backend robust with comprehensive onboarding steps Backend Changes (services/auth/app/api/onboarding_progress.py): - Expanded ONBOARDING_STEPS to include all 19 frontend steps - Phase 0: user_registered (system) - Phase 1: bakery-type-selection, data-source-choice (discovery) - Phase 2: setup, smart-inventory-setup, product-categorization, initial-stock-entry (core setup & AI path) - Phase 2b: suppliers-setup, inventory-setup, recipes-setup, production-processes (manual path) - Phase 3: quality-setup, team-setup (advanced config) - Phase 4: ml-training, setup-review, completion (finalization) - Updated STEP_DEPENDENCIES with granular requirements - AI path: smart-inventory-setup → product-categorization → initial-stock-entry - Manual path: Independent setup for suppliers, inventory, recipes, processes - Flexible ML training: accepts either AI or manual inventory path - Enhanced ML training validation - Supports both AI-assisted path (sales data) and manual inventory path - More flexible validation logic for multi-path onboarding Frontend Changes (UnifiedOnboardingWizard.tsx): - Fixed auto-complete step name: 'suppliers' → 'suppliers-setup' - All step IDs now match backend ONBOARDING_STEPS exactly - Removed temporary step mapping workarounds Frontend Changes (apiClient.ts): - Fixed tenant ID requirement warnings for onboarding endpoints - Added noTenantEndpoints list for user-level endpoints: - /auth/me/onboarding (tenant created during onboarding) - /auth/me (user profile) - /auth/register, /auth/login - Eliminated false warnings during onboarding flow This makes the onboarding system fully functional with: ✅ Backend validates all 19 onboarding steps ✅ Proper dependency tracking for multi-path onboarding ✅ No more "Invalid step name" errors ✅ No more tenant ID warnings for onboarding ✅ Robust state tracking for complete user journey
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"suppliers-setup", # Suppliers configuration
Fix onboarding API dependencies after removing manual path **Root Cause:** Frontend removed data-source-choice step and manual path, but backend still required data-source-choice as dependency for smart-inventory-setup. This caused: "Cannot complete step smart-inventory-setup: dependencies not met" **Changes:** 1. **Removed data-source-choice step** (line 48) - No longer in ONBOARDING_STEPS list - AI-assisted is now the only path 2. **Updated setup dependencies** (line 79) - Before: "setup": ["user_registered", "data-source-choice"] - After: "setup": ["user_registered", "bakery-type-selection"] - Removed dependency on non-existent step 3. **Removed manual path steps** - Removed "inventory-setup" from ONBOARDING_STEPS - Kept only AI-assisted path steps 4. **Updated suppliers dependencies** (line 87) - Now requires "smart-inventory-setup" completion - Makes logical sense: need inventory before suppliers 5. **Simplified ML training validation** (lines 278-299) - Removed manual path check (inventory-setup) - Only validates AI path (smart-inventory-setup) - Cleaner logic without dual-path complexity **Step Order (Updated):** ``` 1. user_registered 2. bakery-type-selection 3. setup (tenant creation) 4. smart-inventory-setup (AI inventory) 5. product-categorization 6. initial-stock-entry 7. suppliers-setup 8. recipes-setup (optional) 9. production-processes (optional) 10. quality-setup (optional) 11. team-setup (optional) 12. ml-training 13. setup-review 14. completion ``` **Dependency Chain (Fixed):** ``` smart-inventory-setup → setup → bakery-type-selection → user_registered (was broken: smart-inventory-setup → setup → data-source-choice [MISSING!]) ``` **Files Modified:** - services/auth/app/api/onboarding_progress.py:42-101,278-299 **Impact:** ✅ Onboarding steps now work correctly from initial bakery registration ✅ No more "dependencies not met" errors ✅ Backend matches frontend architecture
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# Phase 3: Advanced Configuration (all optional)
Make backend robust with comprehensive onboarding steps Backend Changes (services/auth/app/api/onboarding_progress.py): - Expanded ONBOARDING_STEPS to include all 19 frontend steps - Phase 0: user_registered (system) - Phase 1: bakery-type-selection, data-source-choice (discovery) - Phase 2: setup, smart-inventory-setup, product-categorization, initial-stock-entry (core setup & AI path) - Phase 2b: suppliers-setup, inventory-setup, recipes-setup, production-processes (manual path) - Phase 3: quality-setup, team-setup (advanced config) - Phase 4: ml-training, setup-review, completion (finalization) - Updated STEP_DEPENDENCIES with granular requirements - AI path: smart-inventory-setup → product-categorization → initial-stock-entry - Manual path: Independent setup for suppliers, inventory, recipes, processes - Flexible ML training: accepts either AI or manual inventory path - Enhanced ML training validation - Supports both AI-assisted path (sales data) and manual inventory path - More flexible validation logic for multi-path onboarding Frontend Changes (UnifiedOnboardingWizard.tsx): - Fixed auto-complete step name: 'suppliers' → 'suppliers-setup' - All step IDs now match backend ONBOARDING_STEPS exactly - Removed temporary step mapping workarounds Frontend Changes (apiClient.ts): - Fixed tenant ID requirement warnings for onboarding endpoints - Added noTenantEndpoints list for user-level endpoints: - /auth/me/onboarding (tenant created during onboarding) - /auth/me (user profile) - /auth/register, /auth/login - Eliminated false warnings during onboarding flow This makes the onboarding system fully functional with: ✅ Backend validates all 19 onboarding steps ✅ Proper dependency tracking for multi-path onboarding ✅ No more "Invalid step name" errors ✅ No more tenant ID warnings for onboarding ✅ Robust state tracking for complete user journey
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"recipes-setup", # Production recipes (conditional: production/mixed bakery)
"quality-setup", # Quality standards and templates
"team-setup", # Team members and permissions
# Phase 4: ML & Finalization
"ml-training", # AI model training
feat: Improve onboarding wizard UI, UX and dark mode support This commit implements multiple improvements to the onboarding wizard: **1. Unified UI Components:** - Created InfoCard component for consistent "why is important" blocks across all steps - Created TemplateCard component for consistent template displays - Both components use global CSS variables for proper dark mode support **2. Initial Stock Entry Step Improvements:** - Fixed title/subtitle positioning using unified InfoCard component - Fixed missing count bug in warning message (now uses {{count}} interpolation) - Fixed dark mode colors using CSS variables (--color-success, --color-info, etc.) - Changed next button title from "completar configuración" to "Continuar →" - Implemented stock creation API call using useAddStock hook - Products with stock now properly save to backend on step completion **3. Dark Mode Fixes:** - Fixed QualitySetupStep: Enhanced button selection visibility with rings and shadows - Fixed TeamSetupStep: Enhanced role selection visibility with rings and shadows - Fixed AddressAutocomplete: Replaced all hardcoded colors with CSS variables - All dropdown results, icons, and hover states now properly adapt to dark mode **4. Streamlined Wizard Flow:** - Removed POI Detection step from wizard (step previously added complexity) - POI detection now runs automatically in background after tenant registration - Non-blocking approach ensures users aren't delayed by POI detection - Removed Revision step (setup-review) as it adds no user value - Completion step is now the final step before dashboard **5. Backend Updates:** - Updated onboarding_progress.py to remove poi-detection from ONBOARDING_STEPS - Updated onboarding_progress.py to remove setup-review from ONBOARDING_STEPS - Updated step dependencies to reflect streamlined flow - POI detection documented as automatic background process All changes maintain backward compatibility and use proper TypeScript types.
2025-11-12 14:48:46 +00:00
# "setup-review" removed - not useful for user, completion step is final
Make backend robust with comprehensive onboarding steps Backend Changes (services/auth/app/api/onboarding_progress.py): - Expanded ONBOARDING_STEPS to include all 19 frontend steps - Phase 0: user_registered (system) - Phase 1: bakery-type-selection, data-source-choice (discovery) - Phase 2: setup, smart-inventory-setup, product-categorization, initial-stock-entry (core setup & AI path) - Phase 2b: suppliers-setup, inventory-setup, recipes-setup, production-processes (manual path) - Phase 3: quality-setup, team-setup (advanced config) - Phase 4: ml-training, setup-review, completion (finalization) - Updated STEP_DEPENDENCIES with granular requirements - AI path: smart-inventory-setup → product-categorization → initial-stock-entry - Manual path: Independent setup for suppliers, inventory, recipes, processes - Flexible ML training: accepts either AI or manual inventory path - Enhanced ML training validation - Supports both AI-assisted path (sales data) and manual inventory path - More flexible validation logic for multi-path onboarding Frontend Changes (UnifiedOnboardingWizard.tsx): - Fixed auto-complete step name: 'suppliers' → 'suppliers-setup' - All step IDs now match backend ONBOARDING_STEPS exactly - Removed temporary step mapping workarounds Frontend Changes (apiClient.ts): - Fixed tenant ID requirement warnings for onboarding endpoints - Added noTenantEndpoints list for user-level endpoints: - /auth/me/onboarding (tenant created during onboarding) - /auth/me (user profile) - /auth/register, /auth/login - Eliminated false warnings during onboarding flow This makes the onboarding system fully functional with: ✅ Backend validates all 19 onboarding steps ✅ Proper dependency tracking for multi-path onboarding ✅ No more "Invalid step name" errors ✅ No more tenant ID warnings for onboarding ✅ Robust state tracking for complete user journey
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"completion" # Onboarding completed
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]
Make backend robust with comprehensive onboarding steps Backend Changes (services/auth/app/api/onboarding_progress.py): - Expanded ONBOARDING_STEPS to include all 19 frontend steps - Phase 0: user_registered (system) - Phase 1: bakery-type-selection, data-source-choice (discovery) - Phase 2: setup, smart-inventory-setup, product-categorization, initial-stock-entry (core setup & AI path) - Phase 2b: suppliers-setup, inventory-setup, recipes-setup, production-processes (manual path) - Phase 3: quality-setup, team-setup (advanced config) - Phase 4: ml-training, setup-review, completion (finalization) - Updated STEP_DEPENDENCIES with granular requirements - AI path: smart-inventory-setup → product-categorization → initial-stock-entry - Manual path: Independent setup for suppliers, inventory, recipes, processes - Flexible ML training: accepts either AI or manual inventory path - Enhanced ML training validation - Supports both AI-assisted path (sales data) and manual inventory path - More flexible validation logic for multi-path onboarding Frontend Changes (UnifiedOnboardingWizard.tsx): - Fixed auto-complete step name: 'suppliers' → 'suppliers-setup' - All step IDs now match backend ONBOARDING_STEPS exactly - Removed temporary step mapping workarounds Frontend Changes (apiClient.ts): - Fixed tenant ID requirement warnings for onboarding endpoints - Added noTenantEndpoints list for user-level endpoints: - /auth/me/onboarding (tenant created during onboarding) - /auth/me (user profile) - /auth/register, /auth/login - Eliminated false warnings during onboarding flow This makes the onboarding system fully functional with: ✅ Backend validates all 19 onboarding steps ✅ Proper dependency tracking for multi-path onboarding ✅ No more "Invalid step name" errors ✅ No more tenant ID warnings for onboarding ✅ Robust state tracking for complete user journey
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# Step dependencies - defines which steps must be completed before others
# Steps not listed here have no dependencies (can be completed anytime after user_registered)
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STEP_DEPENDENCIES = {
Make backend robust with comprehensive onboarding steps Backend Changes (services/auth/app/api/onboarding_progress.py): - Expanded ONBOARDING_STEPS to include all 19 frontend steps - Phase 0: user_registered (system) - Phase 1: bakery-type-selection, data-source-choice (discovery) - Phase 2: setup, smart-inventory-setup, product-categorization, initial-stock-entry (core setup & AI path) - Phase 2b: suppliers-setup, inventory-setup, recipes-setup, production-processes (manual path) - Phase 3: quality-setup, team-setup (advanced config) - Phase 4: ml-training, setup-review, completion (finalization) - Updated STEP_DEPENDENCIES with granular requirements - AI path: smart-inventory-setup → product-categorization → initial-stock-entry - Manual path: Independent setup for suppliers, inventory, recipes, processes - Flexible ML training: accepts either AI or manual inventory path - Enhanced ML training validation - Supports both AI-assisted path (sales data) and manual inventory path - More flexible validation logic for multi-path onboarding Frontend Changes (UnifiedOnboardingWizard.tsx): - Fixed auto-complete step name: 'suppliers' → 'suppliers-setup' - All step IDs now match backend ONBOARDING_STEPS exactly - Removed temporary step mapping workarounds Frontend Changes (apiClient.ts): - Fixed tenant ID requirement warnings for onboarding endpoints - Added noTenantEndpoints list for user-level endpoints: - /auth/me/onboarding (tenant created during onboarding) - /auth/me (user profile) - /auth/register, /auth/login - Eliminated false warnings during onboarding flow This makes the onboarding system fully functional with: ✅ Backend validates all 19 onboarding steps ✅ Proper dependency tracking for multi-path onboarding ✅ No more "Invalid step name" errors ✅ No more tenant ID warnings for onboarding ✅ Robust state tracking for complete user journey
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# Discovery phase
Fix onboarding API dependencies after removing manual path **Root Cause:** Frontend removed data-source-choice step and manual path, but backend still required data-source-choice as dependency for smart-inventory-setup. This caused: "Cannot complete step smart-inventory-setup: dependencies not met" **Changes:** 1. **Removed data-source-choice step** (line 48) - No longer in ONBOARDING_STEPS list - AI-assisted is now the only path 2. **Updated setup dependencies** (line 79) - Before: "setup": ["user_registered", "data-source-choice"] - After: "setup": ["user_registered", "bakery-type-selection"] - Removed dependency on non-existent step 3. **Removed manual path steps** - Removed "inventory-setup" from ONBOARDING_STEPS - Kept only AI-assisted path steps 4. **Updated suppliers dependencies** (line 87) - Now requires "smart-inventory-setup" completion - Makes logical sense: need inventory before suppliers 5. **Simplified ML training validation** (lines 278-299) - Removed manual path check (inventory-setup) - Only validates AI path (smart-inventory-setup) - Cleaner logic without dual-path complexity **Step Order (Updated):** ``` 1. user_registered 2. bakery-type-selection 3. setup (tenant creation) 4. smart-inventory-setup (AI inventory) 5. product-categorization 6. initial-stock-entry 7. suppliers-setup 8. recipes-setup (optional) 9. production-processes (optional) 10. quality-setup (optional) 11. team-setup (optional) 12. ml-training 13. setup-review 14. completion ``` **Dependency Chain (Fixed):** ``` smart-inventory-setup → setup → bakery-type-selection → user_registered (was broken: smart-inventory-setup → setup → data-source-choice [MISSING!]) ``` **Files Modified:** - services/auth/app/api/onboarding_progress.py:42-101,278-299 **Impact:** ✅ Onboarding steps now work correctly from initial bakery registration ✅ No more "dependencies not met" errors ✅ Backend matches frontend architecture
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"bakery-type-selection": ["user_registered"],
Make backend robust with comprehensive onboarding steps Backend Changes (services/auth/app/api/onboarding_progress.py): - Expanded ONBOARDING_STEPS to include all 19 frontend steps - Phase 0: user_registered (system) - Phase 1: bakery-type-selection, data-source-choice (discovery) - Phase 2: setup, smart-inventory-setup, product-categorization, initial-stock-entry (core setup & AI path) - Phase 2b: suppliers-setup, inventory-setup, recipes-setup, production-processes (manual path) - Phase 3: quality-setup, team-setup (advanced config) - Phase 4: ml-training, setup-review, completion (finalization) - Updated STEP_DEPENDENCIES with granular requirements - AI path: smart-inventory-setup → product-categorization → initial-stock-entry - Manual path: Independent setup for suppliers, inventory, recipes, processes - Flexible ML training: accepts either AI or manual inventory path - Enhanced ML training validation - Supports both AI-assisted path (sales data) and manual inventory path - More flexible validation logic for multi-path onboarding Frontend Changes (UnifiedOnboardingWizard.tsx): - Fixed auto-complete step name: 'suppliers' → 'suppliers-setup' - All step IDs now match backend ONBOARDING_STEPS exactly - Removed temporary step mapping workarounds Frontend Changes (apiClient.ts): - Fixed tenant ID requirement warnings for onboarding endpoints - Added noTenantEndpoints list for user-level endpoints: - /auth/me/onboarding (tenant created during onboarding) - /auth/me (user profile) - /auth/register, /auth/login - Eliminated false warnings during onboarding flow This makes the onboarding system fully functional with: ✅ Backend validates all 19 onboarding steps ✅ Proper dependency tracking for multi-path onboarding ✅ No more "Invalid step name" errors ✅ No more tenant ID warnings for onboarding ✅ Robust state tracking for complete user journey
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# Core setup - NOTE: bakery-type-selection dependency is conditionally required
# Enterprise users skip bakery-type-selection, so setup only requires user_registered for them
Fix onboarding API dependencies after removing manual path **Root Cause:** Frontend removed data-source-choice step and manual path, but backend still required data-source-choice as dependency for smart-inventory-setup. This caused: "Cannot complete step smart-inventory-setup: dependencies not met" **Changes:** 1. **Removed data-source-choice step** (line 48) - No longer in ONBOARDING_STEPS list - AI-assisted is now the only path 2. **Updated setup dependencies** (line 79) - Before: "setup": ["user_registered", "data-source-choice"] - After: "setup": ["user_registered", "bakery-type-selection"] - Removed dependency on non-existent step 3. **Removed manual path steps** - Removed "inventory-setup" from ONBOARDING_STEPS - Kept only AI-assisted path steps 4. **Updated suppliers dependencies** (line 87) - Now requires "smart-inventory-setup" completion - Makes logical sense: need inventory before suppliers 5. **Simplified ML training validation** (lines 278-299) - Removed manual path check (inventory-setup) - Only validates AI path (smart-inventory-setup) - Cleaner logic without dual-path complexity **Step Order (Updated):** ``` 1. user_registered 2. bakery-type-selection 3. setup (tenant creation) 4. smart-inventory-setup (AI inventory) 5. product-categorization 6. initial-stock-entry 7. suppliers-setup 8. recipes-setup (optional) 9. production-processes (optional) 10. quality-setup (optional) 11. team-setup (optional) 12. ml-training 13. setup-review 14. completion ``` **Dependency Chain (Fixed):** ``` smart-inventory-setup → setup → bakery-type-selection → user_registered (was broken: smart-inventory-setup → setup → data-source-choice [MISSING!]) ``` **Files Modified:** - services/auth/app/api/onboarding_progress.py:42-101,278-299 **Impact:** ✅ Onboarding steps now work correctly from initial bakery registration ✅ No more "dependencies not met" errors ✅ Backend matches frontend architecture
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"setup": ["user_registered", "bakery-type-selection"],
feat: Improve onboarding wizard UI, UX and dark mode support This commit implements multiple improvements to the onboarding wizard: **1. Unified UI Components:** - Created InfoCard component for consistent "why is important" blocks across all steps - Created TemplateCard component for consistent template displays - Both components use global CSS variables for proper dark mode support **2. Initial Stock Entry Step Improvements:** - Fixed title/subtitle positioning using unified InfoCard component - Fixed missing count bug in warning message (now uses {{count}} interpolation) - Fixed dark mode colors using CSS variables (--color-success, --color-info, etc.) - Changed next button title from "completar configuración" to "Continuar →" - Implemented stock creation API call using useAddStock hook - Products with stock now properly save to backend on step completion **3. Dark Mode Fixes:** - Fixed QualitySetupStep: Enhanced button selection visibility with rings and shadows - Fixed TeamSetupStep: Enhanced role selection visibility with rings and shadows - Fixed AddressAutocomplete: Replaced all hardcoded colors with CSS variables - All dropdown results, icons, and hover states now properly adapt to dark mode **4. Streamlined Wizard Flow:** - Removed POI Detection step from wizard (step previously added complexity) - POI detection now runs automatically in background after tenant registration - Non-blocking approach ensures users aren't delayed by POI detection - Removed Revision step (setup-review) as it adds no user value - Completion step is now the final step before dashboard **5. Backend Updates:** - Updated onboarding_progress.py to remove poi-detection from ONBOARDING_STEPS - Updated onboarding_progress.py to remove setup-review from ONBOARDING_STEPS - Updated step dependencies to reflect streamlined flow - POI detection documented as automatic background process All changes maintain backward compatibility and use proper TypeScript types.
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# NOTE: POI detection removed from steps - now happens automatically in background
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# Enterprise child tenants setup - requires setup (parent tenant) to be completed first
"child-tenants-setup": ["user_registered", "setup"],
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# AI-Assisted Inventory Setup - REFACTORED into 3 sequential steps
"upload-sales-data": ["user_registered", "setup"],
"inventory-review": ["user_registered", "setup", "upload-sales-data"],
"initial-stock-entry": ["user_registered", "setup", "upload-sales-data", "inventory-review"],
# Advanced product categorization (optional, may be deprecated)
"product-categorization": ["user_registered", "setup", "upload-sales-data"],
Make backend robust with comprehensive onboarding steps Backend Changes (services/auth/app/api/onboarding_progress.py): - Expanded ONBOARDING_STEPS to include all 19 frontend steps - Phase 0: user_registered (system) - Phase 1: bakery-type-selection, data-source-choice (discovery) - Phase 2: setup, smart-inventory-setup, product-categorization, initial-stock-entry (core setup & AI path) - Phase 2b: suppliers-setup, inventory-setup, recipes-setup, production-processes (manual path) - Phase 3: quality-setup, team-setup (advanced config) - Phase 4: ml-training, setup-review, completion (finalization) - Updated STEP_DEPENDENCIES with granular requirements - AI path: smart-inventory-setup → product-categorization → initial-stock-entry - Manual path: Independent setup for suppliers, inventory, recipes, processes - Flexible ML training: accepts either AI or manual inventory path - Enhanced ML training validation - Supports both AI-assisted path (sales data) and manual inventory path - More flexible validation logic for multi-path onboarding Frontend Changes (UnifiedOnboardingWizard.tsx): - Fixed auto-complete step name: 'suppliers' → 'suppliers-setup' - All step IDs now match backend ONBOARDING_STEPS exactly - Removed temporary step mapping workarounds Frontend Changes (apiClient.ts): - Fixed tenant ID requirement warnings for onboarding endpoints - Added noTenantEndpoints list for user-level endpoints: - /auth/me/onboarding (tenant created during onboarding) - /auth/me (user profile) - /auth/register, /auth/login - Eliminated false warnings during onboarding flow This makes the onboarding system fully functional with: ✅ Backend validates all 19 onboarding steps ✅ Proper dependency tracking for multi-path onboarding ✅ No more "Invalid step name" errors ✅ No more tenant ID warnings for onboarding ✅ Robust state tracking for complete user journey
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# Suppliers (after inventory review)
"suppliers-setup": ["user_registered", "setup", "inventory-review"],
Fix onboarding API dependencies after removing manual path **Root Cause:** Frontend removed data-source-choice step and manual path, but backend still required data-source-choice as dependency for smart-inventory-setup. This caused: "Cannot complete step smart-inventory-setup: dependencies not met" **Changes:** 1. **Removed data-source-choice step** (line 48) - No longer in ONBOARDING_STEPS list - AI-assisted is now the only path 2. **Updated setup dependencies** (line 79) - Before: "setup": ["user_registered", "data-source-choice"] - After: "setup": ["user_registered", "bakery-type-selection"] - Removed dependency on non-existent step 3. **Removed manual path steps** - Removed "inventory-setup" from ONBOARDING_STEPS - Kept only AI-assisted path steps 4. **Updated suppliers dependencies** (line 87) - Now requires "smart-inventory-setup" completion - Makes logical sense: need inventory before suppliers 5. **Simplified ML training validation** (lines 278-299) - Removed manual path check (inventory-setup) - Only validates AI path (smart-inventory-setup) - Cleaner logic without dual-path complexity **Step Order (Updated):** ``` 1. user_registered 2. bakery-type-selection 3. setup (tenant creation) 4. smart-inventory-setup (AI inventory) 5. product-categorization 6. initial-stock-entry 7. suppliers-setup 8. recipes-setup (optional) 9. production-processes (optional) 10. quality-setup (optional) 11. team-setup (optional) 12. ml-training 13. setup-review 14. completion ``` **Dependency Chain (Fixed):** ``` smart-inventory-setup → setup → bakery-type-selection → user_registered (was broken: smart-inventory-setup → setup → data-source-choice [MISSING!]) ``` **Files Modified:** - services/auth/app/api/onboarding_progress.py:42-101,278-299 **Impact:** ✅ Onboarding steps now work correctly from initial bakery registration ✅ No more "dependencies not met" errors ✅ Backend matches frontend architecture
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# Advanced configuration (optional, minimal dependencies)
Make backend robust with comprehensive onboarding steps Backend Changes (services/auth/app/api/onboarding_progress.py): - Expanded ONBOARDING_STEPS to include all 19 frontend steps - Phase 0: user_registered (system) - Phase 1: bakery-type-selection, data-source-choice (discovery) - Phase 2: setup, smart-inventory-setup, product-categorization, initial-stock-entry (core setup & AI path) - Phase 2b: suppliers-setup, inventory-setup, recipes-setup, production-processes (manual path) - Phase 3: quality-setup, team-setup (advanced config) - Phase 4: ml-training, setup-review, completion (finalization) - Updated STEP_DEPENDENCIES with granular requirements - AI path: smart-inventory-setup → product-categorization → initial-stock-entry - Manual path: Independent setup for suppliers, inventory, recipes, processes - Flexible ML training: accepts either AI or manual inventory path - Enhanced ML training validation - Supports both AI-assisted path (sales data) and manual inventory path - More flexible validation logic for multi-path onboarding Frontend Changes (UnifiedOnboardingWizard.tsx): - Fixed auto-complete step name: 'suppliers' → 'suppliers-setup' - All step IDs now match backend ONBOARDING_STEPS exactly - Removed temporary step mapping workarounds Frontend Changes (apiClient.ts): - Fixed tenant ID requirement warnings for onboarding endpoints - Added noTenantEndpoints list for user-level endpoints: - /auth/me/onboarding (tenant created during onboarding) - /auth/me (user profile) - /auth/register, /auth/login - Eliminated false warnings during onboarding flow This makes the onboarding system fully functional with: ✅ Backend validates all 19 onboarding steps ✅ Proper dependency tracking for multi-path onboarding ✅ No more "Invalid step name" errors ✅ No more tenant ID warnings for onboarding ✅ Robust state tracking for complete user journey
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"recipes-setup": ["user_registered", "setup"],
"quality-setup": ["user_registered", "setup"],
"team-setup": ["user_registered", "setup"],
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# ML Training - requires AI path completion
# NOTE: POI detection happens automatically in background, not required as dependency
"ml-training": ["user_registered", "setup", "upload-sales-data", "inventory-review"],
Make backend robust with comprehensive onboarding steps Backend Changes (services/auth/app/api/onboarding_progress.py): - Expanded ONBOARDING_STEPS to include all 19 frontend steps - Phase 0: user_registered (system) - Phase 1: bakery-type-selection, data-source-choice (discovery) - Phase 2: setup, smart-inventory-setup, product-categorization, initial-stock-entry (core setup & AI path) - Phase 2b: suppliers-setup, inventory-setup, recipes-setup, production-processes (manual path) - Phase 3: quality-setup, team-setup (advanced config) - Phase 4: ml-training, setup-review, completion (finalization) - Updated STEP_DEPENDENCIES with granular requirements - AI path: smart-inventory-setup → product-categorization → initial-stock-entry - Manual path: Independent setup for suppliers, inventory, recipes, processes - Flexible ML training: accepts either AI or manual inventory path - Enhanced ML training validation - Supports both AI-assisted path (sales data) and manual inventory path - More flexible validation logic for multi-path onboarding Frontend Changes (UnifiedOnboardingWizard.tsx): - Fixed auto-complete step name: 'suppliers' → 'suppliers-setup' - All step IDs now match backend ONBOARDING_STEPS exactly - Removed temporary step mapping workarounds Frontend Changes (apiClient.ts): - Fixed tenant ID requirement warnings for onboarding endpoints - Added noTenantEndpoints list for user-level endpoints: - /auth/me/onboarding (tenant created during onboarding) - /auth/me (user profile) - /auth/register, /auth/login - Eliminated false warnings during onboarding flow This makes the onboarding system fully functional with: ✅ Backend validates all 19 onboarding steps ✅ Proper dependency tracking for multi-path onboarding ✅ No more "Invalid step name" errors ✅ No more tenant ID warnings for onboarding ✅ Robust state tracking for complete user journey
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# Review and completion
"setup-review": ["user_registered", "setup"],
"completion": ["user_registered", "setup"] # Minimal requirements for completion
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}
class OnboardingService:
"""Service for managing user onboarding progress"""
def __init__(self, db: AsyncSession):
self.db = db
self.user_service = UserService(db)
self.onboarding_repo = OnboardingRepository(db)
async def get_user_progress(self, user_id: str) -> UserProgress:
"""Get current onboarding progress for user"""
# Get user's onboarding data from user preferences or separate table
user_progress_data = await self._get_user_onboarding_data(user_id)
# Calculate current status for each step
steps = []
completed_steps = []
for step_name in ONBOARDING_STEPS:
step_data = user_progress_data.get(step_name, {})
is_completed = step_data.get("completed", False)
if is_completed:
completed_steps.append(step_name)
steps.append(OnboardingStepStatus(
step_name=step_name,
completed=is_completed,
completed_at=step_data.get("completed_at"),
data=step_data.get("data", {})
))
# Determine current and next step
current_step = self._get_current_step(completed_steps)
next_step = self._get_next_step(completed_steps)
# Calculate completion percentage
completion_percentage = (len(completed_steps) / len(ONBOARDING_STEPS)) * 100
# Check if fully completed
fully_completed = len(completed_steps) == len(ONBOARDING_STEPS)
return UserProgress(
user_id=user_id,
steps=steps,
current_step=current_step,
next_step=next_step,
completion_percentage=completion_percentage,
fully_completed=fully_completed,
last_updated=datetime.now(timezone.utc)
)
async def update_step(self, user_id: str, update_request: UpdateStepRequest) -> UserProgress:
"""Update a specific onboarding step"""
step_name = update_request.step_name
# Validate step name
if step_name not in ONBOARDING_STEPS:
raise HTTPException(
status_code=status.HTTP_400_BAD_REQUEST,
detail=f"Invalid step name: {step_name}"
)
# Check dependencies if marking as completed
if update_request.completed:
can_complete = await self._can_complete_step(user_id, step_name)
if not can_complete:
raise HTTPException(
status_code=status.HTTP_400_BAD_REQUEST,
detail=f"Cannot complete step {step_name}: dependencies not met"
)
# Update the step
await self._update_user_onboarding_data(
user_id,
step_name,
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{
"completed": update_request.completed,
"completed_at": datetime.now(timezone.utc).isoformat() if update_request.completed else None,
"data": update_request.data or {}
}
)
# Try to update summary and handle partial failures gracefully
try:
# Update the user's onboarding summary
await self._update_user_summary(user_id)
except HTTPException as he:
# If it's a 207 Multi-Status (partial success), log warning but continue
if he.status_code == status.HTTP_207_MULTI_STATUS:
logger.warning(f"Summary update failed for user {user_id}, step {step_name}: {he.detail}")
# Continue execution - the step update was successful
else:
# Re-raise other HTTP exceptions
raise
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# Return updated progress
return await self.get_user_progress(user_id)
async def get_next_step(self, user_id: str) -> Dict[str, Any]:
"""Get the next required step for user"""
progress = await self.get_user_progress(user_id)
if progress.fully_completed:
return {"step": "dashboard_accessible", "completed": True}
return {"step": progress.next_step or progress.current_step}
async def can_access_step(self, user_id: str, step_name: str) -> Dict[str, Any]:
"""Check if user can access a specific step"""
if step_name not in ONBOARDING_STEPS:
return {"can_access": False, "reason": "Invalid step name"}
can_access = await self._can_complete_step(user_id, step_name)
return {"can_access": can_access}
async def complete_onboarding(self, user_id: str) -> Dict[str, Any]:
"""Mark entire onboarding as complete"""
# Ensure all steps are completed
progress = await self.get_user_progress(user_id)
if not progress.fully_completed:
incomplete_steps = [
step.step_name for step in progress.steps if not step.completed
]
raise HTTPException(
status_code=status.HTTP_400_BAD_REQUEST,
detail=f"Cannot complete onboarding: incomplete steps: {incomplete_steps}"
)
# Update user's isOnboardingComplete flag
await self.user_service.update_user_field(
user_id,
"is_onboarding_complete",
True
)
return {"success": True, "message": "Onboarding completed successfully"}
def _get_current_step(self, completed_steps: List[str]) -> str:
"""Determine current step based on completed steps"""
for step in ONBOARDING_STEPS:
if step not in completed_steps:
return step
return ONBOARDING_STEPS[-1] # All completed
def _get_next_step(self, completed_steps: List[str]) -> Optional[str]:
"""Determine next step based on completed steps"""
current_step = self._get_current_step(completed_steps)
current_index = ONBOARDING_STEPS.index(current_step)
if current_index < len(ONBOARDING_STEPS) - 1:
return ONBOARDING_STEPS[current_index + 1]
return None # No next step
async def _can_complete_step(self, user_id: str, step_name: str) -> bool:
"""Check if user can complete a specific step"""
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# Get required dependencies for this step
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required_steps = STEP_DEPENDENCIES.get(step_name, []).copy() # Copy to avoid modifying original
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if not required_steps:
return True # No dependencies
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# Check if all required steps are completed
user_progress_data = await self._get_user_onboarding_data(user_id)
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# SPECIAL HANDLING FOR ENTERPRISE ONBOARDING
# Enterprise users skip bakery-type-selection step, so don't require it for setup
if step_name == "setup" and "bakery-type-selection" in required_steps:
# Check if user's tenant has enterprise subscription tier
# We do this by checking if the user has any data indicating enterprise tier
# This could be stored in user_registered step data or we can infer from context
user_registered_data = user_progress_data.get("user_registered", {}).get("data", {})
subscription_tier = user_registered_data.get("subscription_tier")
if subscription_tier == "enterprise":
# Enterprise users don't need bakery-type-selection
logger.info(f"Enterprise user {user_id}: Skipping bakery-type-selection requirement for setup step")
required_steps.remove("bakery-type-selection")
elif not user_progress_data.get("bakery-type-selection", {}).get("completed", False):
# Non-enterprise user hasn't completed bakery-type-selection
# But allow setup anyway if user_registered is complete (frontend will handle it)
# This is a fallback for when subscription_tier is not stored in user_registered data
logger.info(f"User {user_id}: Allowing setup without bakery-type-selection (will be auto-set for enterprise)")
required_steps.remove("bakery-type-selection")
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for required_step in required_steps:
if not user_progress_data.get(required_step, {}).get("completed", False):
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logger.debug(f"Step {step_name} blocked for user {user_id}: missing dependency {required_step}")
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return False
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# SPECIAL VALIDATION FOR ML TRAINING STEP
if step_name == "ml-training":
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# ML training requires AI-assisted path completion
# Check if upload-sales-data and inventory-review are completed
upload_complete = user_progress_data.get("upload-sales-data", {}).get("completed", False)
inventory_complete = user_progress_data.get("inventory-review", {}).get("completed", False)
Make backend robust with comprehensive onboarding steps Backend Changes (services/auth/app/api/onboarding_progress.py): - Expanded ONBOARDING_STEPS to include all 19 frontend steps - Phase 0: user_registered (system) - Phase 1: bakery-type-selection, data-source-choice (discovery) - Phase 2: setup, smart-inventory-setup, product-categorization, initial-stock-entry (core setup & AI path) - Phase 2b: suppliers-setup, inventory-setup, recipes-setup, production-processes (manual path) - Phase 3: quality-setup, team-setup (advanced config) - Phase 4: ml-training, setup-review, completion (finalization) - Updated STEP_DEPENDENCIES with granular requirements - AI path: smart-inventory-setup → product-categorization → initial-stock-entry - Manual path: Independent setup for suppliers, inventory, recipes, processes - Flexible ML training: accepts either AI or manual inventory path - Enhanced ML training validation - Supports both AI-assisted path (sales data) and manual inventory path - More flexible validation logic for multi-path onboarding Frontend Changes (UnifiedOnboardingWizard.tsx): - Fixed auto-complete step name: 'suppliers' → 'suppliers-setup' - All step IDs now match backend ONBOARDING_STEPS exactly - Removed temporary step mapping workarounds Frontend Changes (apiClient.ts): - Fixed tenant ID requirement warnings for onboarding endpoints - Added noTenantEndpoints list for user-level endpoints: - /auth/me/onboarding (tenant created during onboarding) - /auth/me (user profile) - /auth/register, /auth/login - Eliminated false warnings during onboarding flow This makes the onboarding system fully functional with: ✅ Backend validates all 19 onboarding steps ✅ Proper dependency tracking for multi-path onboarding ✅ No more "Invalid step name" errors ✅ No more tenant ID warnings for onboarding ✅ Robust state tracking for complete user journey
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if upload_complete and inventory_complete:
Fix onboarding API dependencies after removing manual path **Root Cause:** Frontend removed data-source-choice step and manual path, but backend still required data-source-choice as dependency for smart-inventory-setup. This caused: "Cannot complete step smart-inventory-setup: dependencies not met" **Changes:** 1. **Removed data-source-choice step** (line 48) - No longer in ONBOARDING_STEPS list - AI-assisted is now the only path 2. **Updated setup dependencies** (line 79) - Before: "setup": ["user_registered", "data-source-choice"] - After: "setup": ["user_registered", "bakery-type-selection"] - Removed dependency on non-existent step 3. **Removed manual path steps** - Removed "inventory-setup" from ONBOARDING_STEPS - Kept only AI-assisted path steps 4. **Updated suppliers dependencies** (line 87) - Now requires "smart-inventory-setup" completion - Makes logical sense: need inventory before suppliers 5. **Simplified ML training validation** (lines 278-299) - Removed manual path check (inventory-setup) - Only validates AI path (smart-inventory-setup) - Cleaner logic without dual-path complexity **Step Order (Updated):** ``` 1. user_registered 2. bakery-type-selection 3. setup (tenant creation) 4. smart-inventory-setup (AI inventory) 5. product-categorization 6. initial-stock-entry 7. suppliers-setup 8. recipes-setup (optional) 9. production-processes (optional) 10. quality-setup (optional) 11. team-setup (optional) 12. ml-training 13. setup-review 14. completion ``` **Dependency Chain (Fixed):** ``` smart-inventory-setup → setup → bakery-type-selection → user_registered (was broken: smart-inventory-setup → setup → data-source-choice [MISSING!]) ``` **Files Modified:** - services/auth/app/api/onboarding_progress.py:42-101,278-299 **Impact:** ✅ Onboarding steps now work correctly from initial bakery registration ✅ No more "dependencies not met" errors ✅ Backend matches frontend architecture
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# Validate sales data was imported
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upload_data = user_progress_data.get("upload-sales-data", {}).get("data", {})
inventory_data = user_progress_data.get("inventory-review", {}).get("data", {})
# Check if sales data was processed
has_sales_data = (
upload_data.get("validationResult", {}).get("is_valid", False) or
upload_data.get("aiSuggestions", []) or
inventory_data.get("inventoryItemsCreated", 0) > 0
Make backend robust with comprehensive onboarding steps Backend Changes (services/auth/app/api/onboarding_progress.py): - Expanded ONBOARDING_STEPS to include all 19 frontend steps - Phase 0: user_registered (system) - Phase 1: bakery-type-selection, data-source-choice (discovery) - Phase 2: setup, smart-inventory-setup, product-categorization, initial-stock-entry (core setup & AI path) - Phase 2b: suppliers-setup, inventory-setup, recipes-setup, production-processes (manual path) - Phase 3: quality-setup, team-setup (advanced config) - Phase 4: ml-training, setup-review, completion (finalization) - Updated STEP_DEPENDENCIES with granular requirements - AI path: smart-inventory-setup → product-categorization → initial-stock-entry - Manual path: Independent setup for suppliers, inventory, recipes, processes - Flexible ML training: accepts either AI or manual inventory path - Enhanced ML training validation - Supports both AI-assisted path (sales data) and manual inventory path - More flexible validation logic for multi-path onboarding Frontend Changes (UnifiedOnboardingWizard.tsx): - Fixed auto-complete step name: 'suppliers' → 'suppliers-setup' - All step IDs now match backend ONBOARDING_STEPS exactly - Removed temporary step mapping workarounds Frontend Changes (apiClient.ts): - Fixed tenant ID requirement warnings for onboarding endpoints - Added noTenantEndpoints list for user-level endpoints: - /auth/me/onboarding (tenant created during onboarding) - /auth/me (user profile) - /auth/register, /auth/login - Eliminated false warnings during onboarding flow This makes the onboarding system fully functional with: ✅ Backend validates all 19 onboarding steps ✅ Proper dependency tracking for multi-path onboarding ✅ No more "Invalid step name" errors ✅ No more tenant ID warnings for onboarding ✅ Robust state tracking for complete user journey
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)
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if has_sales_data:
Make backend robust with comprehensive onboarding steps Backend Changes (services/auth/app/api/onboarding_progress.py): - Expanded ONBOARDING_STEPS to include all 19 frontend steps - Phase 0: user_registered (system) - Phase 1: bakery-type-selection, data-source-choice (discovery) - Phase 2: setup, smart-inventory-setup, product-categorization, initial-stock-entry (core setup & AI path) - Phase 2b: suppliers-setup, inventory-setup, recipes-setup, production-processes (manual path) - Phase 3: quality-setup, team-setup (advanced config) - Phase 4: ml-training, setup-review, completion (finalization) - Updated STEP_DEPENDENCIES with granular requirements - AI path: smart-inventory-setup → product-categorization → initial-stock-entry - Manual path: Independent setup for suppliers, inventory, recipes, processes - Flexible ML training: accepts either AI or manual inventory path - Enhanced ML training validation - Supports both AI-assisted path (sales data) and manual inventory path - More flexible validation logic for multi-path onboarding Frontend Changes (UnifiedOnboardingWizard.tsx): - Fixed auto-complete step name: 'suppliers' → 'suppliers-setup' - All step IDs now match backend ONBOARDING_STEPS exactly - Removed temporary step mapping workarounds Frontend Changes (apiClient.ts): - Fixed tenant ID requirement warnings for onboarding endpoints - Added noTenantEndpoints list for user-level endpoints: - /auth/me/onboarding (tenant created during onboarding) - /auth/me (user profile) - /auth/register, /auth/login - Eliminated false warnings during onboarding flow This makes the onboarding system fully functional with: ✅ Backend validates all 19 onboarding steps ✅ Proper dependency tracking for multi-path onboarding ✅ No more "Invalid step name" errors ✅ No more tenant ID warnings for onboarding ✅ Robust state tracking for complete user journey
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logger.info(f"ML training allowed for user {user_id}: AI path with sales data")
return True
Fix onboarding API dependencies after removing manual path **Root Cause:** Frontend removed data-source-choice step and manual path, but backend still required data-source-choice as dependency for smart-inventory-setup. This caused: "Cannot complete step smart-inventory-setup: dependencies not met" **Changes:** 1. **Removed data-source-choice step** (line 48) - No longer in ONBOARDING_STEPS list - AI-assisted is now the only path 2. **Updated setup dependencies** (line 79) - Before: "setup": ["user_registered", "data-source-choice"] - After: "setup": ["user_registered", "bakery-type-selection"] - Removed dependency on non-existent step 3. **Removed manual path steps** - Removed "inventory-setup" from ONBOARDING_STEPS - Kept only AI-assisted path steps 4. **Updated suppliers dependencies** (line 87) - Now requires "smart-inventory-setup" completion - Makes logical sense: need inventory before suppliers 5. **Simplified ML training validation** (lines 278-299) - Removed manual path check (inventory-setup) - Only validates AI path (smart-inventory-setup) - Cleaner logic without dual-path complexity **Step Order (Updated):** ``` 1. user_registered 2. bakery-type-selection 3. setup (tenant creation) 4. smart-inventory-setup (AI inventory) 5. product-categorization 6. initial-stock-entry 7. suppliers-setup 8. recipes-setup (optional) 9. production-processes (optional) 10. quality-setup (optional) 11. team-setup (optional) 12. ml-training 13. setup-review 14. completion ``` **Dependency Chain (Fixed):** ``` smart-inventory-setup → setup → bakery-type-selection → user_registered (was broken: smart-inventory-setup → setup → data-source-choice [MISSING!]) ``` **Files Modified:** - services/auth/app/api/onboarding_progress.py:42-101,278-299 **Impact:** ✅ Onboarding steps now work correctly from initial bakery registration ✅ No more "dependencies not met" errors ✅ Backend matches frontend architecture
2025-11-07 08:18:39 +00:00
# AI path not complete or no sales data
logger.warning(f"ML training blocked for user {user_id}: No inventory data from AI path")
Make backend robust with comprehensive onboarding steps Backend Changes (services/auth/app/api/onboarding_progress.py): - Expanded ONBOARDING_STEPS to include all 19 frontend steps - Phase 0: user_registered (system) - Phase 1: bakery-type-selection, data-source-choice (discovery) - Phase 2: setup, smart-inventory-setup, product-categorization, initial-stock-entry (core setup & AI path) - Phase 2b: suppliers-setup, inventory-setup, recipes-setup, production-processes (manual path) - Phase 3: quality-setup, team-setup (advanced config) - Phase 4: ml-training, setup-review, completion (finalization) - Updated STEP_DEPENDENCIES with granular requirements - AI path: smart-inventory-setup → product-categorization → initial-stock-entry - Manual path: Independent setup for suppliers, inventory, recipes, processes - Flexible ML training: accepts either AI or manual inventory path - Enhanced ML training validation - Supports both AI-assisted path (sales data) and manual inventory path - More flexible validation logic for multi-path onboarding Frontend Changes (UnifiedOnboardingWizard.tsx): - Fixed auto-complete step name: 'suppliers' → 'suppliers-setup' - All step IDs now match backend ONBOARDING_STEPS exactly - Removed temporary step mapping workarounds Frontend Changes (apiClient.ts): - Fixed tenant ID requirement warnings for onboarding endpoints - Added noTenantEndpoints list for user-level endpoints: - /auth/me/onboarding (tenant created during onboarding) - /auth/me (user profile) - /auth/register, /auth/login - Eliminated false warnings during onboarding flow This makes the onboarding system fully functional with: ✅ Backend validates all 19 onboarding steps ✅ Proper dependency tracking for multi-path onboarding ✅ No more "Invalid step name" errors ✅ No more tenant ID warnings for onboarding ✅ Robust state tracking for complete user journey
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return False
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return True
async def _get_user_onboarding_data(self, user_id: str) -> Dict[str, Any]:
"""Get user's onboarding progress data from storage"""
try:
# Get all onboarding steps for the user from database
steps = await self.onboarding_repo.get_user_progress_steps(user_id)
# Convert to the expected dictionary format
progress_data = {}
for step in steps:
progress_data[step.step_name] = {
"completed": step.completed,
"completed_at": step.completed_at,
"data": step.step_data or {}
}
return progress_data
except Exception as e:
logger.error(f"Error getting onboarding data for user {user_id}: {e}")
return {}
async def _update_user_onboarding_data(
self,
user_id: str,
step_name: str,
step_data: Dict[str, Any]
):
"""Update user's onboarding step data"""
try:
# Extract the completion status and other data
completed = step_data.get("completed", False)
data_payload = step_data.get("data", {})
# Update the step in database
updated_step = await self.onboarding_repo.upsert_user_step(
user_id=user_id,
step_name=step_name,
completed=completed,
step_data=data_payload
)
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logger.info(f"Successfully updated onboarding step for user {user_id}: {step_name} = {step_data}")
return updated_step
except Exception as e:
logger.error(f"Error updating onboarding data for user {user_id}, step {step_name}: {e}")
raise
async def _update_user_summary(self, user_id: str):
"""Update user's onboarding summary after step changes"""
try:
# Get updated progress
user_progress_data = await self._get_user_onboarding_data(user_id)
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# Calculate current status
completed_steps = []
for step_name in ONBOARDING_STEPS:
if user_progress_data.get(step_name, {}).get("completed", False):
completed_steps.append(step_name)
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# Determine current and next step
current_step = self._get_current_step(completed_steps)
next_step = self._get_next_step(completed_steps)
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# Calculate completion percentage
completion_percentage = (len(completed_steps) / len(ONBOARDING_STEPS)) * 100
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# Check if fully completed
fully_completed = len(completed_steps) == len(ONBOARDING_STEPS)
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# Format steps count
steps_completed_count = f"{len(completed_steps)}/{len(ONBOARDING_STEPS)}"
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# Update summary in database
await self.onboarding_repo.upsert_user_summary(
user_id=user_id,
current_step=current_step,
next_step=next_step,
completion_percentage=completion_percentage,
fully_completed=fully_completed,
steps_completed_count=steps_completed_count
)
logger.debug(f"Successfully updated onboarding summary for user {user_id}")
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except Exception as e:
logger.error(f"Error updating onboarding summary for user {user_id}: {e}",
extra={"user_id": user_id, "error_type": type(e).__name__})
# Raise a warning-level HTTPException to inform frontend without breaking the flow
# This allows the step update to succeed while alerting about summary issues
raise HTTPException(
status_code=status.HTTP_207_MULTI_STATUS,
detail=f"Step updated successfully, but summary update failed: {str(e)}"
)
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# API Routes
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@router.get("/api/v1/auth/me/onboarding/progress", response_model=UserProgress)
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async def get_user_progress(
current_user: Dict[str, Any] = Depends(get_current_user_dep),
db: AsyncSession = Depends(get_db)
):
"""Get current user's onboarding progress"""
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try:
onboarding_service = OnboardingService(db)
progress = await onboarding_service.get_user_progress(current_user["user_id"])
return progress
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except Exception as e:
logger.error(f"Get onboarding progress error: {e}")
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail="Failed to get onboarding progress"
)
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@router.get("/api/v1/auth/users/{user_id}/onboarding/progress", response_model=UserProgress)
async def get_user_progress_by_id(
user_id: str,
current_user: Dict[str, Any] = Depends(get_current_user_dep),
db: AsyncSession = Depends(get_db)
):
"""
Get onboarding progress for a specific user
Available for service-to-service calls and admin users
"""
# Allow service tokens or admin users
user_type = current_user.get("type", "user")
user_role = current_user.get("role", "user")
if user_type != "service" and user_role not in ["admin", "super_admin"]:
raise HTTPException(
status_code=status.HTTP_403_FORBIDDEN,
detail="Insufficient permissions to access other users' onboarding progress"
)
try:
onboarding_service = OnboardingService(db)
progress = await onboarding_service.get_user_progress(user_id)
return progress
except Exception as e:
logger.error(f"Get onboarding progress error for user {user_id}: {e}")
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail="Failed to get onboarding progress"
)
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@router.put("/api/v1/auth/me/onboarding/step", response_model=UserProgress)
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async def update_onboarding_step(
update_request: UpdateStepRequest,
current_user: Dict[str, Any] = Depends(get_current_user_dep),
db: AsyncSession = Depends(get_db)
):
"""Update a specific onboarding step"""
try:
onboarding_service = OnboardingService(db)
progress = await onboarding_service.update_step(
current_user["user_id"],
update_request
)
return progress
except HTTPException:
raise
except Exception as e:
logger.error(f"Update onboarding step error: {e}")
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail="Failed to update onboarding step"
)
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@router.get("/api/v1/auth/me/onboarding/next-step")
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async def get_next_step(
current_user: Dict[str, Any] = Depends(get_current_user_dep),
db: AsyncSession = Depends(get_db)
):
"""Get next required step for user"""
try:
onboarding_service = OnboardingService(db)
result = await onboarding_service.get_next_step(current_user["user_id"])
return result
except Exception as e:
logger.error(f"Get next step error: {e}")
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail="Failed to get next step"
)
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@router.get("/api/v1/auth/me/onboarding/can-access/{step_name}")
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async def can_access_step(
step_name: str,
current_user: Dict[str, Any] = Depends(get_current_user_dep),
db: AsyncSession = Depends(get_db)
):
"""Check if user can access a specific step"""
try:
onboarding_service = OnboardingService(db)
result = await onboarding_service.can_access_step(
current_user["user_id"],
step_name
)
return result
except Exception as e:
logger.error(f"Can access step error: {e}")
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail="Failed to check step access"
)
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@router.post("/api/v1/auth/me/onboarding/complete")
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async def complete_onboarding(
current_user: Dict[str, Any] = Depends(get_current_user_dep),
db: AsyncSession = Depends(get_db)
):
"""Complete entire onboarding process"""
try:
onboarding_service = OnboardingService(db)
result = await onboarding_service.complete_onboarding(current_user["user_id"])
return result
except HTTPException:
raise
except Exception as e:
logger.error(f"Complete onboarding error: {e}")
raise HTTPException(
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
detail="Failed to complete onboarding"
)