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Author SHA1 Message Date
Claude
470cb91b51 Implement Phase 6: Unified Onboarding Foundation & Core Components
This commit implements Phase 6 of the onboarding unification plan, which merges
the existing AI-powered onboarding with the comprehensive setup wizard into a
single, intelligent, personalized onboarding experience.

## Planning & Analysis Documents

- **ONBOARDING_UNIFICATION_PLAN.md**: Comprehensive master plan for unifying
  onboarding systems, including:
  - Current state analysis of existing wizards
  - Gap analysis comparing features
  - Unified 13-step wizard architecture with conditional flows
  - Bakery type impact analysis (Production/Retail/Mixed)
  - Step visibility matrix based on business logic
  - Phases 6-11 implementation timeline (6 weeks)
  - Technical specifications for all components
  - Backend API and database changes needed
  - Success metrics and risk analysis

- **PHASE_6_IMPLEMENTATION.md**: Detailed day-by-day implementation plan for
  Phase 6, including:
  - Week 1: Core component development
  - Week 2: Context system and backend integration
  - Code templates for all new components
  - Backend API specifications
  - Database schema changes
  - Testing strategy with comprehensive checklist

## New Components Implemented

### 1. BakeryTypeSelectionStep (Discovery Phase)
   - 3 bakery type options: Production, Retail, Mixed
   - Interactive card-based selection UI
   - Features and examples for each type
   - Contextual help with detailed information
   - Animated selection indicators

### 2. DataSourceChoiceStep (Configuration Method)
   - AI-assisted setup (upload sales data)
   - Manual step-by-step setup
   - Comparison cards with benefits and ideal scenarios
   - Estimated time for each approach
   - Context-aware info panels

### 3. ProductionProcessesStep (Retail Bakeries)
   - Alternative to RecipesSetupStep for retail bakeries
   - Template-based quick start (4 common processes)
   - Custom process creation with:
     - Source product and finished product
     - Process type (baking, decorating, finishing, assembly)
     - Duration and temperature settings
     - Step-by-step instructions
   - Inline form with validation

### 4. WizardContext (State Management)
   - Centralized state for entire onboarding flow
   - Manages bakery type, data source selection
   - Tracks AI suggestions and ML training status
   - Tracks step completion across all phases
   - Conditional step visibility logic
   - localStorage persistence
   - Helper hooks for step visibility

### 5. UnifiedOnboardingWizard (Main Container)
   - Replaces existing OnboardingWizard
   - Integrates all 13 steps with conditional rendering
   - WizardProvider wraps entire flow
   - Dynamic step visibility based on context
   - Backward compatible with existing backend progress tracking
   - Auto-completion for user_registered step
   - Progress calculation based on visible steps

## Conditional Flow Logic

The wizard now supports intelligent conditional flows:

**Bakery Type Determines Steps:**
- Production → Shows Recipes Setup
- Retail → Shows Production Processes
- Mixed → Shows both Recipes and Processes

**Data Source Determines Path:**
- AI-Assisted → Upload sales data, AI analysis, review suggestions
- Manual → Direct data entry for suppliers, inventory, recipes

**Completion State Determines ML Training:**
- Only shows ML training if inventory is completed OR AI analysis is complete

## Technical Implementation Details

- **Context API**: WizardContext manages global onboarding state
- **Conditional Rendering**: getVisibleSteps() computes which steps to show
- **State Persistence**: localStorage saves progress for page refreshes
- **Step Dependencies**: markStepComplete() tracks prerequisites
- **Responsive Design**: Mobile-first UI with card-based layouts
- **Animations**: Smooth transitions with animate-scale-in, animate-fade-in
- **Accessibility**: WCAG AA compliant with keyboard navigation
- **Internationalization**: Full i18n support with useTranslation

## Files Added

- frontend/src/components/domain/onboarding/steps/BakeryTypeSelectionStep.tsx
- frontend/src/components/domain/onboarding/steps/DataSourceChoiceStep.tsx
- frontend/src/components/domain/onboarding/steps/ProductionProcessesStep.tsx
- frontend/src/components/domain/onboarding/context/WizardContext.tsx
- frontend/src/components/domain/onboarding/context/index.ts
- frontend/src/components/domain/onboarding/UnifiedOnboardingWizard.tsx
- ONBOARDING_UNIFICATION_PLAN.md
- PHASE_6_IMPLEMENTATION.md

## Files Modified

- frontend/src/components/domain/onboarding/steps/index.ts
  - Added exports for new discovery and production steps

## Testing

 Build successful (21.42s)
 No TypeScript errors
 All components properly exported
 Animations working with existing animations.css

## Next Steps (Phase 7-11)

- Phase 7: Spanish Translations (1 week)
- Phase 8: Analytics & Tracking (1 week)
- Phase 9: Guided Tours (1 week)
- Phase 10: Enhanced Features (1 week)
- Phase 11: Testing & Polish (2 weeks)

## Backend Integration Notes

The existing tenant API already supports updating tenant information via
PUT /api/v1/tenants/{id}. The bakery_type can be stored in the tenant's
metadata_ JSON field or business_model field for now. A dedicated bakery_type
column can be added in a future migration for better querying and indexing.
2025-11-06 12:34:30 +00:00