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feat(onboarding/phase-2): settings hub, setup wizard shell, first-run redirect
Phase 2 of hospital onboarding & self-service plan
(docs/superpowers/plans/2026-04-06-hospital-onboarding-self-service.md
checked in here for the helix-engage repo).
Frontend foundations for the staff-portal Settings hub and 6-step setup
wizard. Backend was Phase 1 (helix-engage-server commit).
New shared components (src/components/setup/):
- wizard-shell.tsx — fullscreen layout with left step navigator, progress
bar, and Skip-for-now affordance
- wizard-step.tsx — single-step wrapper with Mark Complete + Prev/Next/
Finish navigation, completion badge
- section-card.tsx — Settings hub card with title/description/icon, links
to a section page, optional status badge mirroring setup-state
New pages:
- pages/setup-wizard.tsx — top-level /setup route, fullscreen (no AppShell),
loads setup-state from sidecar, renders the active step. Each step has a
placeholder body for now; Phase 5 swaps placeholders for real form
components from the matching settings pages. Already functional end-to-end:
Mark Complete writes to PUT /api/config/setup-state/steps/<step>, Skip
posts to /dismiss, Finish navigates to /.
- pages/team-settings.tsx — moved the existing workspace member listing out
of the old monolithic settings.tsx into its own /settings/team route. No
functional change; Phase 3 will add the invite form + role editor here.
- pages/settings-placeholder.tsx — generic "Coming in Phase X" stub used by
routes for clinics, doctors, telephony, ai, widget until those pages land.
Modified pages:
- pages/settings.tsx — rewritten as the Settings hub (the new /settings
route). Renders SectionCards in 3 groups (Hospital identity, Care
delivery, Channels & automation) with completion badges sourced from
/api/config/setup-state. The hub links to existing pages (/branding,
/rules) and to placeholder pages for the not-yet-built sections.
- pages/login.tsx — after successful login, calls getSetupState() and
redirects to /setup if wizardRequired. Failures fall through to / so an
older sidecar without the setup-state endpoint still works.
- components/layout/sidebar.tsx — collapsed the Configuration group
(Rules Engine + Branding standalone entries) into the single Settings
entry that opens the hub. Removes the IconSlidersUp import that's no
longer used.
New types and helpers (src/lib/setup-state.ts):
- SetupState / SetupStepName / SetupStepStatus types mirroring the sidecar
shape
- SETUP_STEP_NAMES constant + SETUP_STEP_LABELS map (title + description
per step) — single source of truth used by the wizard, hub, and any
future surface that wants to render step metadata
- getSetupState / markSetupStepComplete / markSetupStepIncomplete /
dismissSetupWizard / resetSetupState helpers wrapping the api-client
Other:
- lib/api-client.ts — added apiClient.put() helper for the setup-state
step update mutations (PUT was the only verb missing from the existing
get/post/graphql helpers)
- main.tsx — registered new routes:
/setup (fullscreen, no AppShell)
/settings (the hub, replaces old settings.tsx)
/settings/team (moved member listing)
/settings/clinics (placeholder, Phase 3)
/settings/doctors (placeholder, Phase 3)
/settings/telephony (placeholder, Phase 4)
/settings/ai (placeholder, Phase 4)
/settings/widget (placeholder, Phase 4)
Tested via npx tsc --noEmit and npm run build (clean, only pre-existing
chunk-size and dynamic-import warnings unrelated to this change).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -18,7 +18,6 @@ import {
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faChartLine,
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faFileAudio,
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faPhoneMissed,
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faSlidersUp,
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} from "@fortawesome/pro-duotone-svg-icons";
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import { faIcon } from "@/lib/icon-wrapper";
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import { useAtom } from "jotai";
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@@ -53,7 +52,6 @@ const IconTowerBroadcast = faIcon(faTowerBroadcast);
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const IconChartLine = faIcon(faChartLine);
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const IconFileAudio = faIcon(faFileAudio);
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const IconPhoneMissed = faIcon(faPhoneMissed);
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const IconSlidersUp = faIcon(faSlidersUp);
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type NavSection = {
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label: string;
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@@ -79,10 +77,9 @@ const getNavSections = (role: string): NavSection[] => {
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{ label: 'Marketing', items: [
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{ label: 'Campaigns', href: '/campaigns', icon: IconBullhorn },
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]},
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{ label: 'Configuration', items: [
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{ label: 'Rules Engine', href: '/rules', icon: IconSlidersUp },
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{ label: 'Branding', href: '/branding', icon: IconGear },
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]},
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// Settings hub absorbs branding, rules, team, clinics, doctors,
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// telephony, ai, widget — one entry, navigates to the hub which
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// links to each section page.
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{ label: 'Admin', items: [
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{ label: 'Settings', href: '/settings', icon: IconGear },
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]},
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