bb-plane-fork/web/core/components/onboarding/profile-setup.tsx
Akshita Goyal cfe169c6d7
[WEB-4423] refactor: event trackers (#7289)
* feat: event tracker helper

* feat: track click events for `data-ph-element`

* fix: handled click events

* fix: handled name

* chore: tracker element updates

* chore: remove export

* chore: tracker element type

* chore: track element and event helper.

* chore: minor improvements

* chore: minor refactors

* fix: workspace events

* fix: added slug

* fix: changes nomenclature

* fix: nomenclature

* chore: update event tracker helper types

* fix: data id

* refactor: cycle events (#7290)

* chore: update event tracker helper types

* refactor: cycle events

* refactor: cycle events

* refactor: cycle event tracker

* chore: update tracker elements

* chore: check for closest element with data-ph-element attribute

---------

Co-authored-by: Prateek Shourya <prateekshourya@Prateeks-MacBook-Pro.local>

* Refactor module events (#7291)

* chore: update event tracker helper types

* refactor: cycle events

* refactor: cycle events

* refactor: cycle event tracker

* refactor: module tracker event and element

* chore: update tracker element

* chore: revert unnecessary changes

---------

Co-authored-by: Prateek Shourya <prateekshourya@Prateeks-MacBook-Pro.local>

* refactor: global views, product tour, notifications, onboarding, users and sidebar related events

* chore: member tracker events (#7302)

* chore: member-tracker-events

* fix: constants

* refactor: update event tracker constants

* refactor: auth related event trackers (#7306)

* Chore: state events (#7307)

* chore: state events

* fix: refactor

* chore: project events (#7305)

* chore: project-events

* fix: refactor

* fix: removed hardcoded values

* fix: github redirection event

* chore: project page tracker events (#7304)

* added events for most page events

* refactor: simplify lock button event handling in PageLockControl

---------

Co-authored-by: Palanikannan M <akashmalinimurugu@gmail.com>
Co-authored-by: M. Palanikannan <73993394+Palanikannan1437@users.noreply.github.com>

* chore: minor cleanup and import fixes

* refactor: added tracker elements for buttons (#7308)

Co-authored-by: Prateek Shourya <prateekshourya29@gmail.com>

* fix: event type

* refactor: posthog group event

* chore: removed instances of event tracker (#7309)

* refactor: remove event tracker stores and hooks

* refactor: remove event tracker store

* fix: build errors

* clean up event tracker payloads

* fix: coderabbit suggestions

---------

Co-authored-by: Prateek Shourya <prateekshourya@Prateeks-MacBook-Pro.local>
Co-authored-by: Prateek Shourya <prateekshourya29@gmail.com>
Co-authored-by: Palanikannan M <akashmalinimurugu@gmail.com>
Co-authored-by: M. Palanikannan <73993394+Palanikannan1437@users.noreply.github.com>
Co-authored-by: Vamsi Krishna <46787868+vamsikrishnamathala@users.noreply.github.com>
2025-07-02 15:23:18 +05:30

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"use client";
import React, { useMemo, useState } from "react";
import { observer } from "mobx-react";
import Image from "next/image";
import { useTheme } from "next-themes";
import { Controller, useForm } from "react-hook-form";
import { Eye, EyeOff } from "lucide-react";
import { E_PASSWORD_STRENGTH, ONBOARDING_TRACKER_ELEMENTS, USER_TRACKER_EVENTS } from "@plane/constants";
// types
import { useTranslation } from "@plane/i18n";
import { IUser, TUserProfile, TOnboardingSteps } from "@plane/types";
// ui
import { Button, Input, Spinner, TOAST_TYPE, setToast } from "@plane/ui";
// components
import { getFileURL, getPasswordStrength } from "@plane/utils";
import { PasswordStrengthMeter } from "@/components/account";
import { UserImageUploadModal } from "@/components/core";
import { OnboardingHeader, SwitchAccountDropdown } from "@/components/onboarding";
// constants
// helpers
// hooks
import { captureError, captureSuccess, captureView } from "@/helpers/event-tracker.helper";
import { useUser, useUserProfile } from "@/hooks/store";
// assets
import ProfileSetupDark from "@/public/onboarding/profile-setup-dark.webp";
import ProfileSetupLight from "@/public/onboarding/profile-setup-light.webp";
import UserPersonalizationDark from "@/public/onboarding/user-personalization-dark.webp";
import UserPersonalizationLight from "@/public/onboarding/user-personalization-light.webp";
// services
import { AuthService } from "@/services/auth.service";
type TProfileSetupFormValues = {
first_name: string;
last_name: string;
avatar_url?: string | null;
password?: string;
confirm_password?: string;
role?: string;
use_case?: string;
};
const defaultValues: Partial<TProfileSetupFormValues> = {
first_name: "",
last_name: "",
avatar_url: "",
password: undefined,
confirm_password: undefined,
role: undefined,
use_case: undefined,
};
type Props = {
user?: IUser;
totalSteps: number;
stepChange: (steps: Partial<TOnboardingSteps>) => Promise<void>;
finishOnboarding: () => Promise<void>;
};
enum EProfileSetupSteps {
ALL = "ALL",
USER_DETAILS = "USER_DETAILS",
USER_PERSONALIZATION = "USER_PERSONALIZATION",
}
const USER_ROLE = ["Individual contributor", "Senior Leader", "Manager", "Executive", "Freelancer", "Student"];
const USER_DOMAIN = [
"Engineering",
"Product",
"Marketing",
"Sales",
"Operations",
"Legal",
"Finance",
"Human Resources",
"Project",
"Other",
];
const authService = new AuthService();
export const ProfileSetup: React.FC<Props> = observer((props) => {
const { user, totalSteps, stepChange, finishOnboarding } = props;
// states
const [profileSetupStep, setProfileSetupStep] = useState<EProfileSetupSteps>(
user?.is_password_autoset ? EProfileSetupSteps.USER_DETAILS : EProfileSetupSteps.ALL
);
const [isImageUploadModalOpen, setIsImageUploadModalOpen] = useState(false);
const [isPasswordInputFocused, setIsPasswordInputFocused] = useState(false);
const [showPassword, setShowPassword] = useState({
password: false,
retypePassword: false,
});
// plane hooks
const { t } = useTranslation();
// hooks
const { resolvedTheme } = useTheme();
// store hooks
const { updateCurrentUser } = useUser();
const { updateUserProfile } = useUserProfile();
// form info
const {
getValues,
handleSubmit,
control,
watch,
setValue,
formState: { errors, isSubmitting, isValid },
} = useForm<TProfileSetupFormValues>({
defaultValues: {
...defaultValues,
first_name: user?.first_name,
last_name: user?.last_name,
avatar_url: user?.avatar_url,
},
mode: "onChange",
});
// derived values
const userAvatar = watch("avatar_url");
const handleShowPassword = (key: keyof typeof showPassword) =>
setShowPassword((prev) => ({ ...prev, [key]: !prev[key] }));
const handleSetPassword = async (password: string) => {
const token = await authService.requestCSRFToken().then((data) => data?.csrf_token);
await authService.setPassword(token, { password });
};
const handleSubmitProfileSetup = async (formData: TProfileSetupFormValues) => {
const userDetailsPayload: Partial<IUser> = {
first_name: formData.first_name,
last_name: formData.last_name,
avatar_url: formData.avatar_url ?? undefined,
};
const profileUpdatePayload: Partial<TUserProfile> = {
use_case: formData.use_case,
role: formData.role,
};
try {
await Promise.all([
updateCurrentUser(userDetailsPayload),
updateUserProfile(profileUpdatePayload),
totalSteps > 2 && stepChange({ profile_complete: true }),
]);
captureSuccess({
eventName: USER_TRACKER_EVENTS.add_details,
payload: {
use_case: formData.use_case,
role: formData.role,
},
});
setToast({
type: TOAST_TYPE.SUCCESS,
title: "Success",
message: "Profile setup completed!",
});
// For Invited Users, they will skip all other steps and finish onboarding.
if (totalSteps <= 2) {
finishOnboarding();
}
} catch {
captureError({
eventName: USER_TRACKER_EVENTS.add_details,
});
setToast({
type: TOAST_TYPE.ERROR,
title: "Error",
message: "Profile setup failed. Please try again!",
});
}
};
const handleSubmitUserDetail = async (formData: TProfileSetupFormValues) => {
const userDetailsPayload: Partial<IUser> = {
first_name: formData.first_name,
last_name: formData.last_name,
avatar_url: formData.avatar_url ?? undefined,
};
try {
await Promise.all([
updateCurrentUser(userDetailsPayload),
formData.password && handleSetPassword(formData.password),
]).then(() => setProfileSetupStep(EProfileSetupSteps.USER_PERSONALIZATION));
} catch {
captureError({
eventName: USER_TRACKER_EVENTS.add_details,
});
setToast({
type: TOAST_TYPE.ERROR,
title: "Error",
message: "User details update failed. Please try again!",
});
}
};
const handleSubmitUserPersonalization = async (formData: TProfileSetupFormValues) => {
const profileUpdatePayload: Partial<TUserProfile> = {
use_case: formData.use_case,
role: formData.role,
};
try {
await Promise.all([
updateUserProfile(profileUpdatePayload),
totalSteps > 2 && stepChange({ profile_complete: true }),
]);
captureSuccess({
eventName: USER_TRACKER_EVENTS.add_details,
payload: {
use_case: formData.use_case,
role: formData.role,
},
});
setToast({
type: TOAST_TYPE.SUCCESS,
title: "Success",
message: "Profile setup completed!",
});
// For Invited Users, they will skip all other steps and finish onboarding.
if (totalSteps <= 2) {
finishOnboarding();
}
} catch {
captureError({
eventName: USER_TRACKER_EVENTS.add_details,
});
setToast({
type: TOAST_TYPE.ERROR,
title: "Error",
message: "Profile setup failed. Please try again!",
});
}
};
const onSubmit = async (formData: TProfileSetupFormValues) => {
if (!user) return;
captureView({
elementName: ONBOARDING_TRACKER_ELEMENTS.PROFILE_SETUP_FORM,
});
if (profileSetupStep === EProfileSetupSteps.ALL) await handleSubmitProfileSetup(formData);
if (profileSetupStep === EProfileSetupSteps.USER_DETAILS) await handleSubmitUserDetail(formData);
if (profileSetupStep === EProfileSetupSteps.USER_PERSONALIZATION) await handleSubmitUserPersonalization(formData);
};
const handleDelete = (url: string | null | undefined) => {
if (!url) return;
setValue("avatar_url", "");
};
// derived values
const isPasswordAlreadySetup = !user?.is_password_autoset;
const currentPassword = watch("password") || undefined;
const currentConfirmPassword = watch("confirm_password") || undefined;
const isValidPassword = useMemo(() => {
if (currentPassword) {
if (
currentPassword === currentConfirmPassword &&
getPasswordStrength(currentPassword) === E_PASSWORD_STRENGTH.STRENGTH_VALID
) {
return true;
} else {
return false;
}
} else {
return true;
}
}, [currentPassword, currentConfirmPassword]);
// Check for all available fields validation and if password field is available, then checks for password validation (strength + confirmation).
// Also handles the condition for optional password i.e if password field is optional it only checks for above validation if it's not empty.
const isButtonDisabled =
!isSubmitting && isValid ? (isPasswordAlreadySetup ? false : isValidPassword ? false : true) : true;
const isCurrentStepUserPersonalization = profileSetupStep === EProfileSetupSteps.USER_PERSONALIZATION;
return (
<div className="flex h-full w-full">
<div className="w-full h-full overflow-auto px-6 py-10 sm:px-7 sm:py-14 md:px-14 lg:px-28">
<div className="flex items-center justify-between">
<OnboardingHeader currentStep={isCurrentStepUserPersonalization ? 2 : 1} totalSteps={totalSteps} />
<div className="shrink-0 lg:hidden">
<SwitchAccountDropdown fullName={`${watch("first_name")} ${watch("last_name")}`} />
</div>
</div>
<div className="flex flex-col w-full items-center justify-center p-8 mt-6">
<div className="text-center space-y-1 py-4 mx-auto">
<h3 className="text-3xl font-bold text-onboarding-text-100">
{isCurrentStepUserPersonalization
? `Looking good${user?.first_name && `, ${user.first_name}`}!`
: "Welcome to Plane!"}
</h3>
<p className="font-medium text-onboarding-text-400">
{isCurrentStepUserPersonalization
? "Lets personalize Plane for you."
: "Lets setup your profile, tell us a bit about yourself."}
</p>
</div>
<form onSubmit={handleSubmit(onSubmit)} className="w-full mx-auto mt-2 space-y-4 sm:w-96">
{profileSetupStep !== EProfileSetupSteps.USER_PERSONALIZATION && (
<>
<Controller
control={control}
name="avatar_url"
render={({ field: { onChange, value } }) => (
<UserImageUploadModal
isOpen={isImageUploadModalOpen}
onClose={() => setIsImageUploadModalOpen(false)}
handleRemove={async () => handleDelete(getValues("avatar_url"))}
onSuccess={(url) => {
onChange(url);
setIsImageUploadModalOpen(false);
}}
value={value && value.trim() !== "" ? value : null}
/>
)}
/>
<div className="space-y-1 flex items-center justify-center">
<button type="button" onClick={() => setIsImageUploadModalOpen(true)}>
{!userAvatar || userAvatar === "" ? (
<div className="flex flex-col items-center justify-between">
<div className="relative h-14 w-14 overflow-hidden">
<div className="absolute left-0 top-0 flex items-center justify-center h-full w-full rounded-full text-white text-3xl font-medium bg-[#9747FF] uppercase">
{watch("first_name")[0] ?? "R"}
</div>
</div>
<div className="pt-1 text-sm font-medium text-custom-primary-300 hover:text-custom-primary-400">
Choose image
</div>
</div>
) : (
<div className="relative mr-3 h-16 w-16 overflow-hidden">
<img
src={getFileURL(userAvatar ?? "")}
className="absolute left-0 top-0 h-full w-full rounded-full object-cover"
onClick={() => setIsImageUploadModalOpen(true)}
alt={user?.display_name}
/>
</div>
)}
</button>
</div>
<div className="grid grid-cols-1 sm:grid-cols-2 gap-4">
<div className="space-y-1">
<label
className="text-sm text-onboarding-text-300 font-medium after:content-['*'] after:ml-0.5 after:text-red-500"
htmlFor="first_name"
>
First name
</label>
<Controller
control={control}
name="first_name"
rules={{
required: "First name is required",
maxLength: {
value: 24,
message: "First name must be within 24 characters.",
},
}}
render={({ field: { value, onChange, ref } }) => (
<Input
id="first_name"
name="first_name"
type="text"
value={value}
autoFocus
onChange={onChange}
ref={ref}
hasError={Boolean(errors.first_name)}
placeholder="Wilbur"
className="w-full border-onboarding-border-100"
autoComplete="on"
/>
)}
/>
{errors.first_name && <span className="text-sm text-red-500">{errors.first_name.message}</span>}
</div>
<div className="space-y-1">
<label
className="text-sm text-onboarding-text-300 font-medium after:content-['*'] after:ml-0.5 after:text-red-500"
htmlFor="last_name"
>
Last name
</label>
<Controller
control={control}
name="last_name"
rules={{
required: "Last name is required",
maxLength: {
value: 24,
message: "Last name must be within 24 characters.",
},
}}
render={({ field: { value, onChange, ref } }) => (
<Input
id="last_name"
name="last_name"
type="text"
value={value}
onChange={onChange}
ref={ref}
hasError={Boolean(errors.last_name)}
placeholder="Wright"
className="w-full border-onboarding-border-100"
autoComplete="on"
/>
)}
/>
{errors.last_name && <span className="text-sm text-red-500">{errors.last_name.message}</span>}
</div>
</div>
{/* setting up password for the first time */}
{!isPasswordAlreadySetup && (
<>
<div className="space-y-1">
<label className="text-sm text-onboarding-text-300 font-medium" htmlFor="password">
Set a password ({t("common.optional")})
</label>
<Controller
control={control}
name="password"
rules={{
required: false,
}}
render={({ field: { value, onChange, ref } }) => (
<div className="relative flex items-center rounded-md">
<Input
type={showPassword.password ? "text" : "password"}
name="password"
value={value}
onChange={onChange}
ref={ref}
hasError={Boolean(errors.password)}
placeholder="New password..."
className="w-full border-[0.5px] border-onboarding-border-100 pr-12 placeholder:text-onboarding-text-400"
onFocus={() => setIsPasswordInputFocused(true)}
onBlur={() => setIsPasswordInputFocused(false)}
autoComplete="on"
/>
{showPassword.password ? (
<EyeOff
className="absolute right-3 h-4 w-4 stroke-custom-text-400 hover:cursor-pointer"
onClick={() => handleShowPassword("password")}
/>
) : (
<Eye
className="absolute right-3 h-4 w-4 stroke-custom-text-400 hover:cursor-pointer"
onClick={() => handleShowPassword("password")}
/>
)}
</div>
)}
/>
<PasswordStrengthMeter password={watch("password") ?? ""} isFocused={isPasswordInputFocused} />
</div>
<div className="space-y-1">
<label className="text-sm text-onboarding-text-300 font-medium" htmlFor="confirm_password">
{t("auth.common.password.confirm_password.label")} ({t("common.optional")})
</label>
<Controller
control={control}
name="confirm_password"
rules={{
required: watch("password") ? true : false,
validate: (value) =>
watch("password") ? (value === watch("password") ? true : "Passwords don't match") : true,
}}
render={({ field: { value, onChange, ref } }) => (
<div className="relative flex items-center rounded-md">
<Input
type={showPassword.retypePassword ? "text" : "password"}
name="confirm_password"
value={value}
onChange={onChange}
ref={ref}
hasError={Boolean(errors.confirm_password)}
placeholder={t("auth.common.password.confirm_password.placeholder")}
className="w-full border-onboarding-border-100 pr-12 placeholder:text-onboarding-text-400"
/>
{showPassword.retypePassword ? (
<EyeOff
className="absolute right-3 h-4 w-4 stroke-custom-text-400 hover:cursor-pointer"
onClick={() => handleShowPassword("retypePassword")}
/>
) : (
<Eye
className="absolute right-3 h-4 w-4 stroke-custom-text-400 hover:cursor-pointer"
onClick={() => handleShowPassword("retypePassword")}
/>
)}
</div>
)}
/>
{errors.confirm_password && (
<span className="text-sm text-red-500">{errors.confirm_password.message}</span>
)}
</div>
</>
)}
</>
)}
{/* user role once the password is set */}
{profileSetupStep !== EProfileSetupSteps.USER_DETAILS && (
<>
<div className="space-y-1">
<label
className="text-sm text-onboarding-text-300 font-medium after:content-['*'] after:ml-0.5 after:text-red-500"
htmlFor="role"
>
What role are you working on? Choose one.
</label>
<Controller
control={control}
name="role"
rules={{
required: "This field is required",
}}
render={({ field: { value, onChange } }) => (
<div className="flex flex-wrap gap-2 py-2 overflow-auto break-all">
{USER_ROLE.map((userRole) => (
<div
key={userRole}
className={`flex-shrink-0 border-[0.5px] hover:cursor-pointer hover:bg-onboarding-background-300/30 ${
value === userRole ? "border-custom-primary-100" : "border-onboarding-border-100"
} rounded px-3 py-1.5 text-sm font-medium`}
onClick={() => onChange(userRole)}
>
{userRole}
</div>
))}
</div>
)}
/>
{errors.role && <span className="text-sm text-red-500">{errors.role.message}</span>}
</div>
<div className="space-y-1">
<label
className="text-sm text-onboarding-text-300 font-medium after:content-['*'] after:ml-0.5 after:text-red-500"
htmlFor="use_case"
>
What is your domain expertise? Choose one.
</label>
<Controller
control={control}
name="use_case"
rules={{
required: "This field is required",
}}
render={({ field: { value, onChange } }) => (
<div className="flex flex-wrap gap-2 py-2 overflow-auto break-all">
{USER_DOMAIN.map((userDomain) => (
<div
key={userDomain}
className={`flex-shrink-0 border-[0.5px] hover:cursor-pointer hover:bg-onboarding-background-300/30 ${
value === userDomain ? "border-custom-primary-100" : "border-onboarding-border-100"
} rounded px-3 py-1.5 text-sm font-medium`}
onClick={() => onChange(userDomain)}
>
{userDomain}
</div>
))}
</div>
)}
/>
{errors.use_case && <span className="text-sm text-red-500">{errors.use_case.message}</span>}
</div>
</>
)}
<Button variant="primary" type="submit" size="lg" className="w-full" disabled={isButtonDisabled}>
{isSubmitting ? <Spinner height="20px" width="20px" /> : "Continue"}
</Button>
</form>
</div>
</div>
<div className="hidden lg:block relative w-2/5 h-screen overflow-hidden px-6 py-10 sm:px-7 sm:py-14 md:px-14 lg:px-28">
<SwitchAccountDropdown fullName={`${watch("first_name")} ${watch("last_name")}`} />
<div className="absolute inset-0 z-0">
{profileSetupStep === EProfileSetupSteps.USER_PERSONALIZATION ? (
<Image
src={resolvedTheme === "dark" ? UserPersonalizationDark : UserPersonalizationLight}
className="h-screen w-auto float-end object-cover"
alt="User Personalization"
/>
) : (
<Image
src={resolvedTheme === "dark" ? ProfileSetupDark : ProfileSetupLight}
className="h-screen w-auto float-end object-cover"
alt="Profile setup"
/>
)}
</div>
</div>
</div>
);
});