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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:
106
src/components/setup/wizard-shell.tsx
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106
src/components/setup/wizard-shell.tsx
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@@ -0,0 +1,106 @@
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import type { ReactNode } from 'react';
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import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
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import { faCircleCheck, faCircle } from '@fortawesome/pro-duotone-svg-icons';
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import { Button } from '@/components/base/buttons/button';
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import { cx } from '@/utils/cx';
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import { SETUP_STEP_NAMES, SETUP_STEP_LABELS, type SetupStepName, type SetupState } from '@/lib/setup-state';
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type WizardShellProps = {
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state: SetupState;
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activeStep: SetupStepName;
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onSelectStep: (step: SetupStepName) => void;
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onDismiss: () => void;
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children: ReactNode;
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};
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// Layout shell for the onboarding wizard. Renders a left-side step navigator
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// (with completed/active/upcoming visual states) and a right-side content
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// pane fed by the parent. The header has a "Skip for now" affordance that
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// dismisses the wizard for this workspace — once dismissed it never auto-shows
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// again on login.
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export const WizardShell = ({ state, activeStep, onSelectStep, onDismiss, children }: WizardShellProps) => {
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const completedCount = SETUP_STEP_NAMES.filter(s => state.steps[s].completed).length;
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const totalSteps = SETUP_STEP_NAMES.length;
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const progressPct = Math.round((completedCount / totalSteps) * 100);
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return (
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<div className="min-h-screen bg-primary">
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{/* header */}
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<header className="border-b border-secondary bg-primary px-8 py-5">
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<div className="mx-auto flex max-w-6xl items-center justify-between gap-6">
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<div>
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<h1 className="text-xl font-bold text-primary">Set up your hospital</h1>
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<p className="mt-1 text-sm text-tertiary">
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{completedCount} of {totalSteps} steps complete · finish setup to start using your workspace
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</p>
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</div>
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<Button color="link-gray" size="sm" onClick={onDismiss}>
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Skip for now
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</Button>
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</div>
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{/* progress bar */}
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<div className="mx-auto mt-4 max-w-6xl">
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<div className="h-1.5 w-full overflow-hidden rounded-full bg-secondary">
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<div
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className="h-full rounded-full bg-brand-solid transition-all duration-300"
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style={{ width: `${progressPct}%` }}
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/>
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</div>
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</div>
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</header>
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{/* body — step navigator + content */}
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<div className="mx-auto flex max-w-6xl gap-8 px-8 py-8">
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<nav className="w-72 shrink-0">
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<ol className="flex flex-col gap-1">
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{SETUP_STEP_NAMES.map((step, idx) => {
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const meta = SETUP_STEP_LABELS[step];
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const status = state.steps[step];
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const isActive = step === activeStep;
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const isComplete = status.completed;
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return (
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<li key={step}>
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<button
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type="button"
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onClick={() => onSelectStep(step)}
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className={cx(
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'group flex w-full items-start gap-3 rounded-lg border px-3 py-3 text-left transition',
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isActive
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? 'border-brand bg-brand-primary'
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: 'border-transparent hover:bg-secondary',
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)}
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>
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<span className="mt-0.5 shrink-0">
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<FontAwesomeIcon
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icon={isComplete ? faCircleCheck : faCircle}
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className={cx(
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'size-5',
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isComplete ? 'text-success-primary' : 'text-quaternary',
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)}
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/>
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</span>
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<span className="flex-1">
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<span className="block text-xs font-medium text-tertiary">
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Step {idx + 1}
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</span>
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<span
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className={cx(
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'block text-sm font-semibold',
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isActive ? 'text-brand-primary' : 'text-primary',
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)}
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>
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{meta.title}
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</span>
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</span>
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</button>
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</li>
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);
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})}
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</ol>
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</nav>
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<main className="min-w-0 flex-1">{children}</main>
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</div>
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</div>
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);
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};
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