Onboarding — two-path flow (asset vs non-asset) #33

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opened 2026-05-01 21:31:51 +02:00 by myrmidex · 0 comments

myrmidex commented

2026-05-01 21:31:51 +02:00

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Redesign the onboarding flow around the Tracker concept.

New flow (replaces #37 type selector)

Step 1 — Create tracker

Label input (e.g. "My Portfolio", "Books Read")
Unit input (e.g. "shares", "books", "km")
Toggle: "Enable price tracking?" → yes forks to asset path, no = simple path
Creates Tracker record on submit

Simple path (price tracking off):

Create tracker (label + unit)
Starting amount → creates first entry (quantity only)
Set milestones

Asset path (price tracking on):

Create tracker (label + unit + asset symbol)
Starting amount → creates first entry (quantity + unit_price)
Set milestones
Current price (optional) → asset_prices entry

Completion gate

hasPurchases → hasEntries (tracker has at least one entry)
hasMilestones unchanged

Design decisions

Step 1 replaces the two-panel TrackerTypeSelector from #37
"Asset" terminology hidden from simple-path users entirely
Switching paths post-onboarding handled via tracker settings (out of scope here)

Redesign the onboarding flow around the Tracker concept. ## New flow (replaces #37 type selector) **Step 1 — Create tracker** - Label input (e.g. "My Portfolio", "Books Read") - Unit input (e.g. "shares", "books", "km") - Toggle: "Enable price tracking?" → yes forks to asset path, no = simple path - Creates `Tracker` record on submit **Simple path (price tracking off):** 1. Create tracker (label + unit) 2. Starting amount → creates first entry (quantity only) 3. Set milestones **Asset path (price tracking on):** 1. Create tracker (label + unit + asset symbol) 2. Starting amount → creates first entry (quantity + unit_price) 3. Set milestones 4. Current price (optional) → asset_prices entry ## Completion gate `hasPurchases` → `hasEntries` (tracker has at least one entry) `hasMilestones` unchanged ## Design decisions - Step 1 replaces the two-panel TrackerTypeSelector from #37 - "Asset" terminology hidden from simple-path users entirely - Switching paths post-onboarding handled via tracker settings (out of scope here)