Files
helix-engage/docs/superpowers
saridsa2 c1b636cb6d 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>
2026-04-07 07:13:25 +05:30
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