feat: Implement comprehensive onboarding improvements with role-based family invites
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This commit adds a complete onboarding improvements system including progress tracking, streamlined UI, and role-based family invitation system. ## Backend Changes ### Database Migrations - Add onboarding tracking fields to users table (onboarding_completed, onboarding_step, onboarding_data) - Add role-based invite codes to families table (parent/caregiver/viewer codes with expiration) - Add indexes for fast invite code lookups ### User Preferences Module - Add UserPreferencesController with onboarding endpoints - Add UserPreferencesService with progress tracking methods - Add UpdateOnboardingProgressDto for validation - Endpoints: GET/PUT /api/v1/preferences/onboarding, POST /api/v1/preferences/onboarding/complete ### Families Module - Role-Based Invites - Add generateRoleInviteCode() - Generate role-specific codes with expiration - Add getRoleInviteCodes() - Retrieve all active codes for a family - Add joinFamilyWithRoleCode() - Join family with automatic role assignment - Add revokeRoleInviteCode() - Revoke specific role invite codes - Add sendEmailInvite() - Generate code and send email invitation - Endpoints: POST/GET/DELETE /api/v1/families/:id/invite-codes, POST /api/v1/families/join-with-role, POST /api/v1/families/:id/email-invite ### Email Service - Add sendFamilyInviteEmail() - Send role-based invitation emails - Beautiful HTML templates with role badges (👨👩👧 parent, 🤝 caregiver, 👁️ viewer) - Role-specific permission descriptions - Graceful fallback if email sending fails ### Auth Service - Fix duplicate family creation bug in joinFamily() - Ensure users only join family once during onboarding ## Frontend Changes ### Onboarding Page - Reduce steps from 5 to 4 (combined language + measurements) - Replace card-based selection with dropdown selectors - Add automatic progress saving after each step - Add progress restoration on page mount - Extract FamilySetupStep into reusable component ### Family Page - Add RoleInvitesSection component with accordion UI - Generate/view/copy/regenerate/revoke controls for each role - Send email invites directly from UI - Display expiration dates (e.g., "Expires in 5 days") - Info tooltips explaining role permissions - Only visible to users with parent role ### API Client - Add role-based invite methods to families API - Add onboarding progress methods to users API - TypeScript interfaces for all new data structures ## Features ✅ Streamlined 4-step onboarding with dropdown selectors ✅ Automatic progress save/restore across sessions ✅ Role-based family invites (parent/caregiver/viewer) ✅ Beautiful email invitations with role descriptions ✅ Automatic role assignment when joining with invite codes ✅ Granular permission control per role ✅ Email fallback if sending fails ✅ All changes tested and production-ready 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
367
maternal-web/components/family/RoleInvitesSection.tsx
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367
maternal-web/components/family/RoleInvitesSection.tsx
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@@ -0,0 +1,367 @@
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'use client';
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import { useState, useEffect } from 'react';
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import {
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Box,
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Paper,
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Typography,
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Button,
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Chip,
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IconButton,
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Tooltip,
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TextField,
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Dialog,
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DialogTitle,
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DialogContent,
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DialogActions,
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Alert,
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CircularProgress,
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Accordion,
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AccordionSummary,
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AccordionDetails,
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Stack,
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} from '@mui/material';
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import {
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ContentCopy,
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Refresh,
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Delete,
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Email,
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ExpandMore,
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Info,
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} from '@mui/icons-material';
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import { familiesApi } from '@/lib/api/families';
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interface RoleInvitesSectionProps {
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familyId: string;
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onSuccess?: (message: string) => void;
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onError?: (message: string) => void;
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}
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interface RoleCode {
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code: string;
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expiresAt: Date;
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}
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interface RoleCodes {
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parent?: RoleCode;
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caregiver?: RoleCode;
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viewer?: RoleCode;
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}
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const roleInfo = {
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parent: {
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icon: '👨👩👧',
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label: 'Parent',
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description: 'Full access - manage children, log activities, view reports, and invite others',
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color: 'primary' as const,
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},
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caregiver: {
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icon: '🤝',
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label: 'Caregiver',
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description: 'Can edit children, log activities, and view reports (cannot add children or invite others)',
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color: 'secondary' as const,
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},
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viewer: {
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icon: '👁️',
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label: 'Viewer',
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description: 'View-only access - can view reports but cannot log activities',
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color: 'info' as const,
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},
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};
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export function RoleInvitesSection({ familyId, onSuccess, onError }: RoleInvitesSectionProps) {
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const [roleCodes, setRoleCodes] = useState<RoleCodes>({});
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const [loading, setLoading] = useState(true);
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const [actionLoading, setActionLoading] = useState<string | null>(null);
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const [emailDialogOpen, setEmailDialogOpen] = useState(false);
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const [selectedRole, setSelectedRole] = useState<'parent' | 'caregiver' | 'viewer' | null>(null);
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const [recipientEmail, setRecipientEmail] = useState('');
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const [emailSending, setEmailSending] = useState(false);
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useEffect(() => {
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fetchRoleCodes();
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}, [familyId]);
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const fetchRoleCodes = async () => {
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try {
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setLoading(true);
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const codes = await familiesApi.getRoleInviteCodes(familyId);
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setRoleCodes(codes);
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} catch (err: any) {
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console.error('Failed to fetch role codes:', err);
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onError?.('Failed to load invite codes');
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} finally {
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setLoading(false);
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}
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};
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const handleGenerateCode = async (role: 'parent' | 'caregiver' | 'viewer') => {
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try {
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setActionLoading(role);
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const result = await familiesApi.generateRoleInviteCode(familyId, role, 7);
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setRoleCodes(prev => ({
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...prev,
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[role]: { code: result.code, expiresAt: result.expiresAt },
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}));
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onSuccess?.(`${roleInfo[role].label} invite code generated`);
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} catch (err: any) {
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console.error('Failed to generate code:', err);
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onError?.('Failed to generate invite code');
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} finally {
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setActionLoading(null);
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}
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};
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const handleCopyCode = async (code: string, role: string) => {
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try {
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await navigator.clipboard.writeText(code);
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onSuccess?.(`${roleInfo[role as keyof typeof roleInfo].label} code copied to clipboard`);
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} catch (err) {
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onError?.('Failed to copy code');
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}
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};
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const handleRevokeCode = async (role: 'parent' | 'caregiver' | 'viewer') => {
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try {
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setActionLoading(role);
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await familiesApi.revokeRoleInviteCode(familyId, role);
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setRoleCodes(prev => {
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const updated = { ...prev };
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delete updated[role];
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return updated;
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});
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onSuccess?.(`${roleInfo[role].label} invite code revoked`);
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} catch (err: any) {
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console.error('Failed to revoke code:', err);
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onError?.('Failed to revoke invite code');
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} finally {
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setActionLoading(null);
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}
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};
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const handleOpenEmailDialog = (role: 'parent' | 'caregiver' | 'viewer') => {
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setSelectedRole(role);
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setRecipientEmail('');
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setEmailDialogOpen(true);
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};
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const handleSendEmailInvite = async () => {
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if (!selectedRole || !recipientEmail) return;
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try {
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setEmailSending(true);
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const result = await familiesApi.sendEmailInvite(familyId, recipientEmail, selectedRole);
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// Update the codes
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setRoleCodes(prev => ({
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...prev,
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[selectedRole]: { code: result.code, expiresAt: result.expiresAt },
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}));
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if (result.emailSent) {
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onSuccess?.(`Invite email sent to ${recipientEmail}`);
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} else {
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onSuccess?.('Invite code generated, but email could not be sent');
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}
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setEmailDialogOpen(false);
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setRecipientEmail('');
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setSelectedRole(null);
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} catch (err: any) {
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console.error('Failed to send email invite:', err);
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onError?.(err.response?.data?.message || 'Failed to send email invite');
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} finally {
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setEmailSending(false);
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}
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};
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const formatExpiryDate = (expiresAt: Date) => {
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const date = new Date(expiresAt);
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const now = new Date();
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const diffMs = date.getTime() - now.getTime();
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const diffDays = Math.ceil(diffMs / (1000 * 60 * 60 * 24));
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if (diffDays < 0) return 'Expired';
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if (diffDays === 0) return 'Expires today';
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if (diffDays === 1) return 'Expires tomorrow';
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return `Expires in ${diffDays} days`;
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};
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const renderRoleCodeCard = (role: 'parent' | 'caregiver' | 'viewer') => {
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const info = roleInfo[role];
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const codeData = roleCodes[role];
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const isLoading = actionLoading === role;
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return (
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<Accordion key={role} sx={{ mb: 2, borderRadius: 2, '&:before': { display: 'none' } }}>
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<AccordionSummary
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expandIcon={<ExpandMore />}
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sx={{
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borderRadius: 2,
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'&.Mui-expanded': { borderBottomLeftRadius: 0, borderBottomRightRadius: 0 },
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}}
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>
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<Box sx={{ display: 'flex', alignItems: 'center', gap: 2, width: '100%' }}>
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<Typography sx={{ fontSize: '1.5rem' }}>{info.icon}</Typography>
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<Box sx={{ flex: 1 }}>
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<Typography variant="subtitle1" fontWeight="600">
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{info.label}
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</Typography>
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<Typography variant="caption" color="text.secondary">
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{codeData ? formatExpiryDate(codeData.expiresAt) : 'No active code'}
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</Typography>
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</Box>
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{codeData && (
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<Chip
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label={codeData.code}
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color={info.color}
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sx={{ fontWeight: 600, letterSpacing: 1 }}
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/>
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)}
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</Box>
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</AccordionSummary>
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<AccordionDetails>
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<Box>
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<Typography variant="body2" color="text.secondary" sx={{ mb: 2 }}>
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{info.description}
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</Typography>
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{codeData ? (
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<Stack spacing={1}>
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<Box sx={{ display: 'flex', gap: 1 }}>
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<Button
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size="small"
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variant="outlined"
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startIcon={<ContentCopy />}
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onClick={() => handleCopyCode(codeData.code, role)}
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disabled={isLoading}
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sx={{ textTransform: 'none', borderRadius: 2 }}
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>
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Copy Code
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</Button>
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<Button
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size="small"
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variant="outlined"
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startIcon={<Email />}
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onClick={() => handleOpenEmailDialog(role)}
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disabled={isLoading}
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sx={{ textTransform: 'none', borderRadius: 2 }}
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>
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Email Invite
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</Button>
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<Button
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size="small"
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variant="outlined"
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startIcon={<Refresh />}
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onClick={() => handleGenerateCode(role)}
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disabled={isLoading}
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sx={{ textTransform: 'none', borderRadius: 2 }}
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>
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Regenerate
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</Button>
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<IconButton
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size="small"
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color="error"
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onClick={() => handleRevokeCode(role)}
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disabled={isLoading}
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>
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<Delete fontSize="small" />
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</IconButton>
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</Box>
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</Stack>
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) : (
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<Button
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variant="contained"
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color={info.color}
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onClick={() => handleGenerateCode(role)}
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disabled={isLoading}
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startIcon={isLoading ? <CircularProgress size={16} /> : null}
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sx={{ textTransform: 'none', borderRadius: 2 }}
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>
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Generate {info.label} Invite Code
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</Button>
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)}
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</Box>
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</AccordionDetails>
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</Accordion>
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);
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};
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if (loading) {
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return (
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<Paper elevation={0} sx={{ p: 3, borderRadius: 3, bgcolor: 'background.paper' }}>
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<Box sx={{ display: 'flex', justifyContent: 'center', py: 4 }}>
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<CircularProgress />
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</Box>
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</Paper>
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);
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}
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return (
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<>
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<Paper elevation={0} sx={{ p: 3, borderRadius: 3, bgcolor: 'background.paper' }}>
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<Box sx={{ display: 'flex', alignItems: 'center', gap: 1, mb: 2 }}>
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<Typography variant="h6" fontWeight="600">
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Role-Based Invites
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</Typography>
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<Tooltip title="Generate invite codes with specific roles and permissions">
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<IconButton size="small">
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<Info fontSize="small" />
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</IconButton>
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</Tooltip>
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</Box>
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<Alert severity="info" sx={{ mb: 3, borderRadius: 2 }}>
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Create role-specific invite codes that automatically assign permissions when used.
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</Alert>
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<Box>
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{renderRoleCodeCard('parent')}
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{renderRoleCodeCard('caregiver')}
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{renderRoleCodeCard('viewer')}
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</Box>
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</Paper>
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{/* Email Invite Dialog */}
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<Dialog
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open={emailDialogOpen}
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onClose={() => setEmailDialogOpen(false)}
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maxWidth="sm"
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fullWidth
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>
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<DialogTitle>
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Send {selectedRole && roleInfo[selectedRole].icon} {selectedRole && roleInfo[selectedRole].label} Invite via Email
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</DialogTitle>
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<DialogContent>
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<Typography variant="body2" color="text.secondary" sx={{ mb: 3 }}>
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Send an invitation email with the {selectedRole} invite code
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</Typography>
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<TextField
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fullWidth
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label="Recipient Email"
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type="email"
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value={recipientEmail}
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onChange={(e) => setRecipientEmail(e.target.value)}
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placeholder="name@example.com"
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autoFocus
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sx={{ mt: 1 }}
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/>
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</DialogContent>
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<DialogActions>
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<Button onClick={() => setEmailDialogOpen(false)} sx={{ textTransform: 'none' }}>
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Cancel
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</Button>
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<Button
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onClick={handleSendEmailInvite}
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variant="contained"
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disabled={!recipientEmail || emailSending}
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startIcon={emailSending ? <CircularProgress size={16} /> : <Email />}
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sx={{ textTransform: 'none' }}
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>
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Send Invite
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</Button>
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</DialogActions>
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</Dialog>
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</>
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);
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}
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251
maternal-web/components/onboarding/FamilySetupStep.tsx
Normal file
251
maternal-web/components/onboarding/FamilySetupStep.tsx
Normal file
@@ -0,0 +1,251 @@
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'use client';
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import { useState } from 'react';
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import {
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Box,
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Card,
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CardActionArea,
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CardContent,
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Typography,
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TextField,
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Button,
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Alert,
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MenuItem,
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} from '@mui/material';
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import { FamilyRestroom, PersonAdd } from '@mui/icons-material';
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export interface ChildData {
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name: string;
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birthDate: string;
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gender: 'male' | 'female' | 'other';
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}
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interface FamilySetupStepProps {
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onCreateFamily: (childData: ChildData) => Promise<void>;
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onJoinFamily: (shareCode: string) => Promise<void>;
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loading: boolean;
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error: string;
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t: (key: string) => string;
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}
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export function FamilySetupStep({
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onCreateFamily,
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onJoinFamily,
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loading,
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error,
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t,
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}: FamilySetupStepProps) {
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const [choice, setChoice] = useState<'create' | 'join' | null>(null);
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const [shareCode, setShareCode] = useState('');
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const [childName, setChildName] = useState('');
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const [childBirthDate, setChildBirthDate] = useState('');
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const [childGender, setChildGender] = useState<'male' | 'female' | 'other'>('other');
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if (choice === 'create') {
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return (
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<Box sx={{ py: 4 }}>
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<Typography variant="h5" gutterBottom fontWeight="600">
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{t('child.title')}
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</Typography>
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<Typography variant="body2" color="text.secondary" sx={{ mb: 3 }}>
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{t('child.subtitle')}
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</Typography>
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{error && (
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<Alert severity="error" sx={{ mb: 2, borderRadius: 2 }}>
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{error}
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</Alert>
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)}
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<TextField
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fullWidth
|
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label={t('child.name')}
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value={childName}
|
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onChange={(e) => setChildName(e.target.value)}
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margin="normal"
|
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required
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disabled={loading}
|
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InputProps={{
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||||
sx: { borderRadius: 3 },
|
||||
}}
|
||||
/>
|
||||
|
||||
<TextField
|
||||
fullWidth
|
||||
label={t('child.dateOfBirth')}
|
||||
type="date"
|
||||
value={childBirthDate}
|
||||
onChange={(e) => setChildBirthDate(e.target.value)}
|
||||
margin="normal"
|
||||
required
|
||||
disabled={loading}
|
||||
InputLabelProps={{
|
||||
shrink: true,
|
||||
}}
|
||||
InputProps={{
|
||||
sx: { borderRadius: 3 },
|
||||
}}
|
||||
/>
|
||||
|
||||
<TextField
|
||||
fullWidth
|
||||
select
|
||||
label={t('child.gender')}
|
||||
value={childGender}
|
||||
onChange={(e) => setChildGender(e.target.value as 'male' | 'female' | 'other')}
|
||||
margin="normal"
|
||||
disabled={loading}
|
||||
InputProps={{
|
||||
sx: { borderRadius: 3 },
|
||||
}}
|
||||
>
|
||||
<MenuItem value="male">{t('child.genders.male')}</MenuItem>
|
||||
<MenuItem value="female">{t('child.genders.female')}</MenuItem>
|
||||
<MenuItem value="other">{t('child.genders.preferNotToSay')}</MenuItem>
|
||||
</TextField>
|
||||
|
||||
<Box sx={{ display: 'flex', gap: 2, mt: 3 }}>
|
||||
<Button onClick={() => setChoice(null)} disabled={loading}>
|
||||
{t('navigation.back')}
|
||||
</Button>
|
||||
<Button
|
||||
variant="contained"
|
||||
onClick={() => {
|
||||
if (!childName.trim() || !childBirthDate) {
|
||||
return;
|
||||
}
|
||||
onCreateFamily({ name: childName, birthDate: childBirthDate, gender: childGender });
|
||||
}}
|
||||
disabled={loading || !childName.trim() || !childBirthDate}
|
||||
fullWidth
|
||||
>
|
||||
Create Family
|
||||
</Button>
|
||||
</Box>
|
||||
</Box>
|
||||
);
|
||||
}
|
||||
|
||||
if (choice === 'join') {
|
||||
return (
|
||||
<Box sx={{ py: 4 }}>
|
||||
<Typography variant="h5" gutterBottom fontWeight="600">
|
||||
Join Existing Family
|
||||
</Typography>
|
||||
<Typography variant="body2" color="text.secondary" sx={{ mb: 3 }}>
|
||||
Enter the family code to join an existing family
|
||||
</Typography>
|
||||
|
||||
{error && (
|
||||
<Alert severity="error" sx={{ mb: 2, borderRadius: 2 }}>
|
||||
{error}
|
||||
</Alert>
|
||||
)}
|
||||
|
||||
<TextField
|
||||
fullWidth
|
||||
label="Family Code"
|
||||
value={shareCode}
|
||||
onChange={(e) => setShareCode(e.target.value.toUpperCase())}
|
||||
margin="normal"
|
||||
placeholder="ABC123DEF"
|
||||
helperText="Ask your family admin for the code"
|
||||
required
|
||||
disabled={loading}
|
||||
InputProps={{
|
||||
sx: { borderRadius: 3 },
|
||||
}}
|
||||
/>
|
||||
|
||||
<Alert severity="info" sx={{ mt: 2, borderRadius: 2 }}>
|
||||
You'll be added as a viewer by default. The admin can change your role later.
|
||||
</Alert>
|
||||
|
||||
<Box sx={{ display: 'flex', gap: 2, mt: 3 }}>
|
||||
<Button onClick={() => setChoice(null)} disabled={loading}>
|
||||
{t('navigation.back')}
|
||||
</Button>
|
||||
<Button
|
||||
variant="contained"
|
||||
onClick={() => onJoinFamily(shareCode)}
|
||||
disabled={loading || !shareCode}
|
||||
fullWidth
|
||||
>
|
||||
Join Family
|
||||
</Button>
|
||||
</Box>
|
||||
</Box>
|
||||
);
|
||||
}
|
||||
|
||||
return (
|
||||
<Box sx={{ py: 4 }}>
|
||||
<Typography variant="h5" gutterBottom align="center" fontWeight="600">
|
||||
Choose Your Setup
|
||||
</Typography>
|
||||
<Typography variant="body2" color="text.secondary" align="center" sx={{ mb: 4 }}>
|
||||
Start tracking or join an existing family
|
||||
</Typography>
|
||||
|
||||
{error && (
|
||||
<Alert severity="error" sx={{ mb: 2, borderRadius: 2 }}>
|
||||
{error}
|
||||
</Alert>
|
||||
)}
|
||||
|
||||
<Box sx={{ display: 'flex', flexDirection: 'column', gap: 2 }}>
|
||||
<Card
|
||||
sx={{
|
||||
transition: 'all 0.2s',
|
||||
'&:hover': {
|
||||
transform: 'translateY(-4px)',
|
||||
boxShadow: 4,
|
||||
},
|
||||
}}
|
||||
>
|
||||
<CardActionArea onClick={() => setChoice('create')} sx={{ p: 2 }}>
|
||||
<CardContent>
|
||||
<Box sx={{ display: 'flex', alignItems: 'center', gap: 2 }}>
|
||||
<FamilyRestroom fontSize="large" color="primary" />
|
||||
<Box>
|
||||
<Typography variant="h6" fontWeight="600">
|
||||
Create New Family
|
||||
</Typography>
|
||||
<Typography variant="body2" color="text.secondary">
|
||||
Start tracking for your child. Invite family members later.
|
||||
</Typography>
|
||||
</Box>
|
||||
</Box>
|
||||
</CardContent>
|
||||
</CardActionArea>
|
||||
</Card>
|
||||
|
||||
<Card
|
||||
sx={{
|
||||
transition: 'all 0.2s',
|
||||
'&:hover': {
|
||||
transform: 'translateY(-4px)',
|
||||
boxShadow: 4,
|
||||
},
|
||||
}}
|
||||
>
|
||||
<CardActionArea onClick={() => setChoice('join')} sx={{ p: 2 }}>
|
||||
<CardContent>
|
||||
<Box sx={{ display: 'flex', alignItems: 'center', gap: 2 }}>
|
||||
<PersonAdd fontSize="large" color="primary" />
|
||||
<Box>
|
||||
<Typography variant="h6" fontWeight="600">
|
||||
Join Existing Family
|
||||
</Typography>
|
||||
<Typography variant="body2" color="text.secondary">
|
||||
Enter family code to join. Access shared tracking.
|
||||
</Typography>
|
||||
</Box>
|
||||
</Box>
|
||||
</CardContent>
|
||||
</CardActionArea>
|
||||
</Card>
|
||||
</Box>
|
||||
</Box>
|
||||
);
|
||||
}
|
||||
Reference in New Issue
Block a user