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Author SHA1 Message Date
le king fu
dcf3b013dc feat(onboarding): share the getting-started path through a provider
The checklist state moves from DashboardPage to OnboardingProvider, mounted
in AppShell around the routed page; pages read it through useOnboarding().
The reducer stays in useOnboardingChecklist:

- loads are numbered and a stale answer is ignored;
- HIDE, SHOW, SKIP and RESUME win over the snapshot of a load started
  before them (#384);
- a refresh keeps the counters and the ready status, and a failed re-read
  after a first success keeps the last state; only the start of a failure
  streak is logged;
- re-read at mount, on every route change and 150 ms after a burst of
  data events.

onboardingService: getOnboardingSnapshot replaces getOnboardingCounters and
is a pure read (skipped steps included, one preference per step, filtered on
the six keys and the value "1"); initializeGuidedPath applies rule D9 once
per profile in one transaction (hidden first, then the flag, ROLLBACK on
failure), awaited once by the first load through a promise shared by
StrictMode's double mount; skipStep / resumeStep are idempotent.

computeChecklist counts skipped rows; the new pure onboardingPath module
holds nextStep, CARD_PAGES (empty for now), stepsOfPage, the card latch,
bannerMode and readOnboardingNavState. The dashboard reads the context and
keeps its compact bar for now.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 07:33:57 -04:00
le king fu
f77ce94505 feat(onboarding): add transaction count, onboarding counters and checklist reducer (#351)
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PR Check — Frontend / frontend (pull_request) Successful in 1m46s
Lay the data foundation of the getting-started checklist, without UI:

- transactionService.getTransactionCount(): unfiltered COUNT(*) of transactions
- onboardingService: getOnboardingCounters() reads the five aggregated counts,
  the import folder and the onboarding_checklist_hidden preference in one
  Promise.all; hideChecklist()/showChecklist() persist the preference and log
- utils/onboardingChecklist.computeChecklist(): pure computation of the six
  rows (profile, importFolder, source, import, manualCategory, budget), with
  the budget row locked and excluded from the total when the edition has no
  Budget
- hooks/useOnboardingChecklist: exported reducer + initial state, actions
  refresh/hide/show, composed with useEntitlement("budget"); a load error
  sets status "error" and keeps the hidden flag
- types OnboardingCounters, ChecklistItem, ChecklistItemKey

Tests cover every row in isolation, the budget gating (total 5 vs 6, complete
at 5/5 locked and 6/6 open), the aggregated query and preference reads, and
every reducer action. No DB migration, no CHANGELOG entry (centralised in #357).

Resolves #351

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
2026-10-03 19:22:18 -04:00