Implement 4-step onboarding flow for new vendors after signup: - Step 1: Company profile setup - Step 2: Letzshop API configuration with connection testing - Step 3: Product & order import CSV URL configuration - Step 4: Historical order sync with progress bar Key features: - Blocks dashboard access until completed - Step indicators with visual progress - Resume capability (progress persisted in DB) - Admin skip capability for support cases 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
223 lines
7.4 KiB
Python
223 lines
7.4 KiB
Python
# models/database/onboarding.py
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"""
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Vendor onboarding progress tracking.
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Tracks completion status of mandatory onboarding steps for new vendors.
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Onboarding must be completed before accessing the vendor dashboard.
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"""
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import enum
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from datetime import datetime
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from sqlalchemy import (
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Boolean,
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Column,
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DateTime,
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ForeignKey,
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Index,
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Integer,
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String,
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Text,
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)
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from sqlalchemy.dialects.sqlite import JSON
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from sqlalchemy.orm import relationship
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from app.core.database import Base
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from .base import TimestampMixin
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class OnboardingStep(str, enum.Enum):
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"""Onboarding step identifiers."""
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COMPANY_PROFILE = "company_profile"
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LETZSHOP_API = "letzshop_api"
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PRODUCT_IMPORT = "product_import"
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ORDER_SYNC = "order_sync"
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class OnboardingStatus(str, enum.Enum):
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"""Overall onboarding status."""
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NOT_STARTED = "not_started"
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IN_PROGRESS = "in_progress"
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COMPLETED = "completed"
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SKIPPED = "skipped" # For admin override capability
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# Step order for validation
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STEP_ORDER = [
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OnboardingStep.COMPANY_PROFILE,
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OnboardingStep.LETZSHOP_API,
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OnboardingStep.PRODUCT_IMPORT,
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OnboardingStep.ORDER_SYNC,
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]
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class VendorOnboarding(Base, TimestampMixin):
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"""
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Per-vendor onboarding progress tracking.
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Created automatically when vendor is created during signup.
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Blocks dashboard access until status = 'completed' or skipped_by_admin = True.
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"""
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__tablename__ = "vendor_onboarding"
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id = Column(Integer, primary_key=True, index=True)
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vendor_id = Column(
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Integer,
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ForeignKey("vendors.id", ondelete="CASCADE"),
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unique=True,
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nullable=False,
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index=True,
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)
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# Overall status
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status = Column(
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String(20),
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default=OnboardingStatus.NOT_STARTED.value,
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nullable=False,
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index=True,
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)
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current_step = Column(
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String(30),
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default=OnboardingStep.COMPANY_PROFILE.value,
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nullable=False,
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)
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# Step 1: Company Profile
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step_company_profile_completed = Column(Boolean, default=False, nullable=False)
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step_company_profile_completed_at = Column(DateTime(timezone=True), nullable=True)
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step_company_profile_data = Column(JSON, nullable=True) # Store what was entered
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# Step 2: Letzshop API Configuration
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step_letzshop_api_completed = Column(Boolean, default=False, nullable=False)
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step_letzshop_api_completed_at = Column(DateTime(timezone=True), nullable=True)
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step_letzshop_api_connection_verified = Column(Boolean, default=False, nullable=False)
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# Step 3: Product & Order Import (CSV feed URL + historical import)
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step_product_import_completed = Column(Boolean, default=False, nullable=False)
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step_product_import_completed_at = Column(DateTime(timezone=True), nullable=True)
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step_product_import_csv_url_set = Column(Boolean, default=False, nullable=False)
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# Step 4: Order Sync
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step_order_sync_completed = Column(Boolean, default=False, nullable=False)
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step_order_sync_completed_at = Column(DateTime(timezone=True), nullable=True)
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step_order_sync_job_id = Column(Integer, nullable=True) # FK to LetzshopHistoricalImportJob
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# Completion tracking
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started_at = Column(DateTime(timezone=True), nullable=True)
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completed_at = Column(DateTime(timezone=True), nullable=True)
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# Admin override (for support cases)
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skipped_by_admin = Column(Boolean, default=False, nullable=False)
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skipped_at = Column(DateTime(timezone=True), nullable=True)
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skipped_reason = Column(Text, nullable=True)
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skipped_by_user_id = Column(Integer, ForeignKey("users.id"), nullable=True)
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# Relationships
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vendor = relationship("Vendor", back_populates="onboarding")
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__table_args__ = (
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Index("idx_onboarding_vendor_status", "vendor_id", "status"),
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{"sqlite_autoincrement": True},
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)
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def __repr__(self):
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return f"<VendorOnboarding(vendor_id={self.vendor_id}, status='{self.status}', step='{self.current_step}')>"
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@property
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def is_completed(self) -> bool:
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"""Check if onboarding is fully completed or skipped."""
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return (
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self.status == OnboardingStatus.COMPLETED.value or self.skipped_by_admin
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)
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@property
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def completion_percentage(self) -> int:
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"""Calculate completion percentage (0-100)."""
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completed_steps = sum(
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[
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self.step_company_profile_completed,
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self.step_letzshop_api_completed,
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self.step_product_import_completed,
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self.step_order_sync_completed,
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]
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)
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return int((completed_steps / 4) * 100)
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@property
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def completed_steps_count(self) -> int:
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"""Get number of completed steps."""
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return sum(
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[
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self.step_company_profile_completed,
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self.step_letzshop_api_completed,
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self.step_product_import_completed,
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self.step_order_sync_completed,
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]
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)
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def is_step_completed(self, step: str) -> bool:
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"""Check if a specific step is completed."""
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step_mapping = {
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OnboardingStep.COMPANY_PROFILE.value: self.step_company_profile_completed,
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OnboardingStep.LETZSHOP_API.value: self.step_letzshop_api_completed,
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OnboardingStep.PRODUCT_IMPORT.value: self.step_product_import_completed,
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OnboardingStep.ORDER_SYNC.value: self.step_order_sync_completed,
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}
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return step_mapping.get(step, False)
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def can_proceed_to_step(self, step: str) -> bool:
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"""Check if user can proceed to a specific step (no skipping)."""
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target_index = None
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for i, s in enumerate(STEP_ORDER):
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if s.value == step:
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target_index = i
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break
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if target_index is None:
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return False
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# Check all previous steps are completed
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for i in range(target_index):
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if not self.is_step_completed(STEP_ORDER[i].value):
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return False
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return True
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def get_next_step(self) -> str | None:
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"""Get the next incomplete step."""
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for step in STEP_ORDER:
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if not self.is_step_completed(step.value):
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return step.value
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return None
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def mark_step_complete(self, step: str, timestamp: datetime | None = None) -> None:
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"""Mark a step as complete and update current step."""
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if timestamp is None:
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timestamp = datetime.utcnow()
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if step == OnboardingStep.COMPANY_PROFILE.value:
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self.step_company_profile_completed = True
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self.step_company_profile_completed_at = timestamp
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elif step == OnboardingStep.LETZSHOP_API.value:
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self.step_letzshop_api_completed = True
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self.step_letzshop_api_completed_at = timestamp
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elif step == OnboardingStep.PRODUCT_IMPORT.value:
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self.step_product_import_completed = True
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self.step_product_import_completed_at = timestamp
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elif step == OnboardingStep.ORDER_SYNC.value:
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self.step_order_sync_completed = True
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self.step_order_sync_completed_at = timestamp
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# Update current step to next incomplete step
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next_step = self.get_next_step()
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if next_step:
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self.current_step = next_step
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else:
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# All steps complete
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self.status = OnboardingStatus.COMPLETED.value
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self.completed_at = timestamp
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