import { useState, useEffect, useCallback } from 'react';
import AssetSetupForm from '@/components/Assets/AssetSetupForm';
import AddEntryForm from '@/components/Transactions/AddEntryForm';
import AddMilestoneForm from '@/components/Milestones/AddMilestoneForm';
import UpdatePriceForm from '@/components/Pricing/UpdatePriceForm';
import CreateTrackerStep from '@/components/Onboarding/CreateTrackerStep';
function PriceTrackingStep({ onEnable, onSkip }: { onEnable: () => void; onSkip?: () => void }) {
const [enabled, setEnabled] = useState(false);
return (
Track the current market price of your asset to see portfolio value and P&L. You can enable this later in settings.
{enabled && (
)}
{!enabled && (
)}
);
}
interface OnboardingStep {
id: string;
title: string;
description: string;
completed: boolean;
required: boolean;
}
const ASSET_STEPS: OnboardingStep[] = [
{ id: 'entries', title: 'ADD ENTRIES', description: 'Enter your current holdings', completed: false, required: true },
{ id: 'milestones', title: 'SET MILESTONES', description: 'Define your goals', completed: false, required: true },
{ id: 'price', title: 'CURRENT PRICE', description: 'Set current asset price (optional)', completed: false, required: false },
];
const SIMPLE_STEPS: OnboardingStep[] = [
{ id: 'entries', title: 'STARTING AMOUNT', description: 'Enter your starting amount', completed: false, required: true },
{ id: 'milestones', title: 'SET MILESTONES', description: 'Define your goals', completed: false, required: true },
];
interface OnboardingFlowProps {
onComplete?: () => void;
}
export default function OnboardingFlow({ onComplete }: OnboardingFlowProps) {
const [trackerCreated, setTrackerCreated] = useState(false);
const [priceTracking, setPriceTracking] = useState(false);
const [currentStep, setCurrentStep] = useState(0);
const [steps, setSteps] = useState([]);
// On mount: check if a tracker already exists and skip step 1 if so
useEffect(() => {
fetch('/tracker')
.then(r => r.ok ? r.json() : null)
.then(tracker => {
if (tracker) {
setPriceTracking(tracker.price_tracking_enabled ?? false);
setTrackerCreated(true);
}
})
.catch(() => {});
}, []);
const checkOnboardingStatus = useCallback(async (currentSteps: OnboardingStep[]) => {
try {
const [entriesData, milestonesData, priceData] = await Promise.all([
fetch('/entries/summary').then(r => r.json()),
fetch('/milestones').then(r => r.json()),
fetch('/pricing/current').then(r => r.json()),
]);
const hasEntries = entriesData.total_quantity > 0;
const hasMilestones = milestonesData.length > 0;
const hasPrice = !!priceData.current_price;
const freshSteps = currentSteps.map(step => ({
...step,
completed:
(step.id === 'entries' && hasEntries) ||
(step.id === 'milestones' && hasMilestones) ||
(step.id === 'price' && hasPrice),
}));
setSteps(freshSteps);
const firstIncompleteRequired = freshSteps.findIndex(s => s.required && !s.completed);
if (firstIncompleteRequired !== -1) {
setCurrentStep(firstIncompleteRequired);
} else if (onComplete) {
onComplete();
}
} catch (error) {
console.error('Failed to check onboarding status:', error);
}
}, [onComplete]);
useEffect(() => {
if (!trackerCreated) return;
const initialSteps = priceTracking ? ASSET_STEPS : SIMPLE_STEPS;
setSteps(initialSteps);
setCurrentStep(0);
checkOnboardingStatus(initialSteps);
}, [trackerCreated, priceTracking, checkOnboardingStatus]);
const handleTrackerCreated = (withPriceTracking: boolean) => {
setPriceTracking(withPriceTracking);
setTrackerCreated(true);
};
const handleStepComplete = async () => {
const updatedSteps = steps.map((step, index) =>
index === currentStep ? { ...step, completed: true } : step
);
setSteps(updatedSteps);
await checkOnboardingStatus(updatedSteps);
};
const handleStepSelect = (stepIndex: number) => {
setCurrentStep(stepIndex);
};
const renderStepContent = () => {
const step = steps[currentStep];
if (!step) return null;
switch (step.id) {
case 'entries':
return ;
case 'milestones':
return ;
case 'price':
return {})} />;
default:
return null;
}
};
return (
[SYSTEM] ONBOARDING SEQUENCE
{!trackerCreated ? 'Set up your tracker' : 'Configure your tracker'}
{!trackerCreated ? (
) : (
<>
{steps.map((step, index) => (
))}
{steps[currentStep]?.description}
STEP {currentStep + 1}/{steps.length}
{renderStepContent()}
[STATUS] {steps.filter(s => s.completed).length}/{steps.length} STEPS COMPLETE
{steps.filter(s => s.required && !s.completed).length} REQUIRED REMAINING
>
)}
);
}