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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@@ -81,20 +81,33 @@ class ApiClient {
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'/demo/session/create',
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'/demo/session/create',
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];
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];
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// Endpoints that require authentication but not a tenant ID (user-level endpoints)
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const noTenantEndpoints = [
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'/auth/me/onboarding', // Onboarding endpoints - tenant is created during onboarding
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'/auth/me', // User profile endpoints
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'/auth/register', // Registration
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'/auth/login', // Login
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];
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const isPublicEndpoint = publicEndpoints.some(endpoint =>
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const isPublicEndpoint = publicEndpoints.some(endpoint =>
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config.url?.includes(endpoint)
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config.url?.includes(endpoint)
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);
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);
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const isNoTenantEndpoint = noTenantEndpoints.some(endpoint =>
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config.url?.includes(endpoint)
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);
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// Only add auth token for non-public endpoints
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// Only add auth token for non-public endpoints
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if (this.authToken && !isPublicEndpoint) {
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if (this.authToken && !isPublicEndpoint) {
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config.headers.Authorization = `Bearer ${this.authToken}`;
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config.headers.Authorization = `Bearer ${this.authToken}`;
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}
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}
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if (this.tenantId && !isPublicEndpoint) {
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// Add tenant ID only for endpoints that require it
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if (this.tenantId && !isPublicEndpoint && !isNoTenantEndpoint) {
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config.headers['X-Tenant-ID'] = this.tenantId;
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config.headers['X-Tenant-ID'] = this.tenantId;
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console.log('🔍 [API Client] Adding X-Tenant-ID header:', this.tenantId, 'for URL:', config.url);
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console.log('🔍 [API Client] Adding X-Tenant-ID header:', this.tenantId, 'for URL:', config.url);
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} else if (!isPublicEndpoint) {
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} else if (!isPublicEndpoint && !isNoTenantEndpoint) {
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console.warn('⚠️ [API Client] No tenant ID set for non-public endpoint:', config.url);
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console.warn('⚠️ [API Client] No tenant ID set for endpoint:', config.url);
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}
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}
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// Check demo session ID from memory OR localStorage
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// Check demo session ID from memory OR localStorage
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@@ -57,6 +57,7 @@ const OnboardingWizardContent: React.FC = () => {
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const wizardContext = useWizardContext();
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const wizardContext = useWizardContext();
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// All possible steps with conditional visibility
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// All possible steps with conditional visibility
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// All step IDs match backend ONBOARDING_STEPS exactly
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const ALL_STEPS: StepConfig[] = [
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const ALL_STEPS: StepConfig[] = [
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// Phase 1: Discovery
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// Phase 1: Discovery
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{
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{
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@@ -368,19 +369,19 @@ const OnboardingWizardContent: React.FC = () => {
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// Special handling for smart-inventory-setup
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// Special handling for smart-inventory-setup
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if (currentStep.id === 'smart-inventory-setup' && data?.shouldAutoCompleteSuppliers) {
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if (currentStep.id === 'smart-inventory-setup' && data?.shouldAutoCompleteSuppliers) {
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try {
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try {
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console.log('🔄 Auto-completing suppliers step...');
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console.log('🔄 Auto-completing suppliers-setup step...');
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await markStepCompleted.mutateAsync({
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await markStepCompleted.mutateAsync({
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userId: user.id,
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userId: user.id,
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stepName: 'suppliers',
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stepName: 'suppliers-setup',
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data: {
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data: {
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auto_completed: true,
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auto_completed: true,
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completed_at: new Date().toISOString(),
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completed_at: new Date().toISOString(),
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source: 'inventory_creation_auto_completion',
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source: 'inventory_creation_auto_completion',
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}
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}
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});
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});
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console.log('✅ Suppliers step auto-completed successfully');
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console.log('✅ Suppliers-setup step auto-completed successfully');
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} catch (supplierError) {
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} catch (supplierError) {
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console.warn('⚠️ Could not auto-complete suppliers step:', supplierError);
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console.warn('⚠️ Could not auto-complete suppliers-setup step:', supplierError);
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}
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}
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}
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}
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@@ -38,22 +38,69 @@ class UpdateStepRequest(BaseModel):
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completed: bool
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completed: bool
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data: Optional[Dict[str, Any]] = None
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data: Optional[Dict[str, Any]] = None
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# Define the onboarding steps and their order - matching frontend step IDs
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# Define the onboarding steps and their order - matching frontend UnifiedOnboardingWizard step IDs
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ONBOARDING_STEPS = [
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ONBOARDING_STEPS = [
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"user_registered", # Auto-completed: User account created
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# Phase 0: System Steps
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"setup", # Step 1: Basic bakery setup and tenant creation
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"user_registered", # Auto-completed: User account created
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"smart-inventory-setup", # Step 2: Sales data upload and inventory configuration
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"suppliers", # Step 3: Suppliers configuration (optional)
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# Phase 1: Discovery
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"ml-training", # Step 4: AI model training
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"bakery-type-selection", # Choose bakery type: production/retail/mixed
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"completion" # Step 5: Onboarding completed, ready to use dashboard
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"data-source-choice", # Choose setup method: AI-assisted or manual
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# Phase 2: Core Setup
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"setup", # Basic bakery setup and tenant creation
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# Phase 2a: AI-Assisted Path
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"smart-inventory-setup", # Sales data upload and AI analysis
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"product-categorization", # Categorize products as ingredients vs finished products
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"initial-stock-entry", # Capture initial stock levels
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# Phase 2b: Manual Setup Path
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"suppliers-setup", # Suppliers configuration
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"inventory-setup", # Manual inventory configuration
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"recipes-setup", # Production recipes (conditional: production/mixed bakery)
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"production-processes", # Finishing processes (conditional: retail/mixed bakery)
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# Phase 3: Advanced Configuration
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"quality-setup", # Quality standards and templates
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"team-setup", # Team members and permissions
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# Phase 4: ML & Finalization
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"ml-training", # AI model training
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"setup-review", # Review all configuration
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"completion" # Onboarding completed
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]
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]
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# Step dependencies - defines which steps must be completed before others
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# Steps not listed here have no dependencies (can be completed anytime after user_registered)
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STEP_DEPENDENCIES = {
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STEP_DEPENDENCIES = {
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"setup": ["user_registered"],
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# Discovery phase
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"data-source-choice": ["user_registered", "bakery-type-selection"],
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# Core setup
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"setup": ["user_registered", "data-source-choice"],
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# AI-Assisted path dependencies
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"smart-inventory-setup": ["user_registered", "setup"],
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"smart-inventory-setup": ["user_registered", "setup"],
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"suppliers": ["user_registered", "setup", "smart-inventory-setup"], # Optional step
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"product-categorization": ["user_registered", "setup", "smart-inventory-setup"],
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"ml-training": ["user_registered", "setup", "smart-inventory-setup"],
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"initial-stock-entry": ["user_registered", "setup", "smart-inventory-setup", "product-categorization"],
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"completion": ["user_registered", "setup", "smart-inventory-setup", "ml-training"]
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# Manual path dependencies
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"suppliers-setup": ["user_registered", "setup"],
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"inventory-setup": ["user_registered", "setup"],
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"recipes-setup": ["user_registered", "setup"],
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"production-processes": ["user_registered", "setup"],
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# Advanced configuration
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"quality-setup": ["user_registered", "setup"],
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"team-setup": ["user_registered", "setup"],
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# ML Training - requires either AI path or manual inventory
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"ml-training": ["user_registered", "setup"], # Flexible: can work with either path
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# Review and completion
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"setup-review": ["user_registered", "setup"],
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"completion": ["user_registered", "setup"] # Minimal requirements for completion
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}
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}
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class OnboardingService:
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class OnboardingService:
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@@ -233,27 +280,34 @@ class OnboardingService:
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# SPECIAL VALIDATION FOR ML TRAINING STEP
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# SPECIAL VALIDATION FOR ML TRAINING STEP
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if step_name == "ml-training":
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if step_name == "ml-training":
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# Ensure that smart-inventory-setup was completed with sales data imported
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# ML training can work with either AI-assisted path or manual inventory path
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smart_inventory_data = user_progress_data.get("smart-inventory-setup", {}).get("data", {})
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# Check if user has data through either path
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# Check if sales data was imported successfully
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ai_path_complete = user_progress_data.get("smart-inventory-setup", {}).get("completed", False)
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sales_import_result = smart_inventory_data.get("salesImportResult", {})
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manual_path_complete = user_progress_data.get("inventory-setup", {}).get("completed", False)
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has_sales_data_imported = (
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sales_import_result.get("records_created", 0) > 0 or
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if ai_path_complete:
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sales_import_result.get("success", False) or
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# AI path: validate sales data was imported
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sales_import_result.get("imported", False)
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smart_inventory_data = user_progress_data.get("smart-inventory-setup", {}).get("data", {})
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)
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sales_import_result = smart_inventory_data.get("salesImportResult", {})
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has_sales_data_imported = (
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if not has_sales_data_imported:
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sales_import_result.get("records_created", 0) > 0 or
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logger.warning(f"ML training blocked for user {user_id}: No sales data imported",
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sales_import_result.get("success", False) or
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extra={"sales_import_result": sales_import_result})
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sales_import_result.get("imported", False)
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return False
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)
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# Also check if inventory is configured
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if has_sales_data_imported:
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inventory_configured = smart_inventory_data.get("inventoryConfigured", False)
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logger.info(f"ML training allowed for user {user_id}: AI path with sales data")
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if not inventory_configured:
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return True
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logger.warning(f"ML training blocked for user {user_id}: Inventory not configured")
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return False
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if manual_path_complete:
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# Manual path: just check if inventory setup was completed
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logger.info(f"ML training allowed for user {user_id}: Manual inventory path")
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return True
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# Neither path is complete
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logger.warning(f"ML training blocked for user {user_id}: No inventory data (AI or manual)")
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return False
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return True
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return True
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