Commit Graph
3 Commits
Author SHA1 Message Date
sean-brydon 02b1393ff4 chore: Update personal and team onboarding flows (remove profile/video steps, add settings, improve team invites) (#24947)
## What does this PR do?

- Redesigns and streamlines the onboarding flow for personal, team, and organization accounts
- Consolidates shared components and improves code organization
- Adds browser preview for better user experience during onboarding
- Simplifies the personal onboarding flow by removing the video integration step
- Enhances team onboarding with CSV upload functionality

## Visual Demo (For contributors especially)

#### Image Demo:
- The PR adds a new browser preview component that shows users how their profile/team will look during onboarding
- Redesigned UI with a more consistent layout across all onboarding steps
- Improved mobile responsiveness with better component organization

## Mandatory Tasks (DO NOT REMOVE)

- [x] I have self-reviewed the code.
- [x] I have updated the developer docs in /docs if this PR makes changes that would require a documentation change. If N/A, write N/A here and check the checkbox.
- [x] I confirm automated tests are in place that prove my fix is effective or that my feature works.

## How should this be tested?

1. Test the complete onboarding flow for personal accounts:
   - Start at `/onboarding/getting-started`
   - Proceed through personal details and calendar setup
   - Verify the flow completes successfully

2. Test the team onboarding flow:
   - Start at `/onboarding/getting-started` and select team
   - Complete team details
   - Test the invite options including CSV upload
   - Verify team creation works correctly

3. Test the organization onboarding flow:
   - Start at `/onboarding/getting-started` and select organization
   - Complete organization details and branding
   - Test member invitations
   - Verify organization creation works correctly

4. Verify browser preview functionality:
   - Check that the preview updates in real-time as you enter information
   - Confirm it displays correctly on different screen sizes

## Checklist

- I have read the [contributing guide](https://github.com/calcom/cal.com/blob/main/CONTRIBUTING.md)
- My code follows the style guidelines of this project
- I have commented my code, particularly in hard-to-understand areas
- I have checked if my changes generate no new warnings
2025-11-07 08:54:55 +00:00
sean-brydon aff494f21c chore: refactor onboarding v3 to use reusable components (#24711)
\## What does this PR do?

Refactors the onboarding UI components to use shared layout components across personal and organization onboarding flows. This change:

- Creates reusable `OnboardingCard` and `OnboardingLayout` components
- Implements these components across all onboarding views
- Maintains consistent UI and reduces code duplication
- Improves maintainability by centralizing layout logic

## Visual Demo (For contributors especially)

#### Image Demo:

Before this change, each onboarding view had its own layout implementation with duplicated header, footer, and card structure. After this change, the shared components provide consistent styling and structure.

## Mandatory Tasks (DO NOT REMOVE)

- [x] I have self-reviewed the code.
- [x] I have updated the developer docs in /docs if this PR makes changes that would require a documentation change. If N/A, write N/A here and check the checkbox.
- [x] I confirm automated tests are in place that prove my fix is effective or that my feature works.

## How should this be tested?

- Navigate through the onboarding flow for both personal and organization accounts
- Verify that all screens maintain consistent layout and styling
- Check that progress indicators correctly show the current step
- Ensure all functionality (form submissions, navigation between steps) works as expected

## Checklist

- I have read the [contributing guide](https://github.com/calcom/cal.com/blob/main/CONTRIBUTING.md)
- My code follows the style guidelines of this project
- I have commented my code, particularly in hard-to-understand areas
- I have checked if my changes generate no new warnings
2025-10-29 12:51:21 +00:00
sean-brydon 8e0cdf3671 feat: Onboarding V3 (#24299)
* feat: redirect to new onboarding flow

* Getting started

* Brand details

* Preview organization brands

* Orgs team pages

* Invite team steps

* Move to global zustand store

* Few darkmdoe fixes

* Wip onboarding + stripe flow

* Default plan state

Server Action for gettting slug satus of org

* Remove onboardingId

* Confirmation prompt

* Update old onboarding flow handlers to handle new fields

* update onboarding hook

* Filter out organization section for none -company emails

* Match placeholders to users domain

* Drop migration

* Wip new onboarding intent

* WIP flow for self-hosted. Same service call just split logic

* WIP

* Add TODO

* Use onboarding user type instead of trpc session

* WIP

* WIP

* pass role and team name from onboarding to save in schema

* Add test to ensure role + name + team are persisted into onboarding table

* migrate roles to enum values

* Update ENUM

* Fix type error

* Redirect if flag is disabled

* Revert packages

* Revert all packages/* changes to original branch point

* Layout fixes + design

* Add slugify

* Support saving brand,logo and banner

* Cleanup

* iMobile fixes

* More mobile and darkmdoe fixes

* Add I18n

* Fix lock file

* Fix types

* Fix types errors

* Copy changes
2025-10-23 20:01:54 +01:00