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* feat(onboarding): backfill prompt for users missing source attribution
Adds a one-shot popup shown after login to already-onboarded users
whose `onboarding_questionnaire.source` was never recorded — either
they completed onboarding before the source step shipped, or they
clicked Skip on it. Reuses the existing 12-option StepSource UI and
the existing `PATCH /api/me/onboarding` endpoint, so no schema or
backend changes.
Web renders it as a route at /onboarding/source (sibling of the
reserved /onboarding); desktop dispatches it as a WindowOverlay per
the Route categories rule. Submit and explicit Skip are terminal;
the close X bumps a per-user localStorage counter and stops appearing
after 3 dismissals.
Emits source_backfill_shown / submitted / skipped / dismissed PostHog
events so the funnel can be tracked separately from first-time
onboarding.
For MUL-2796.
Co-authored-by: multica-agent <github@multica.ai>
* fix(onboarding): preserve role/use_case and respect dismiss cap in source backfill
Round-2 fixes from Emacs's review of #3550:
1. PATCH wipe: `PATCH /api/me/onboarding` replaces the JSONB column
wholesale (server/internal/handler/onboarding.go), so sending only
the source slots was wiping role/use_case/version for exactly the
historical users this targets. Read user.onboarding_questionnaire,
overlay the source fields client-side via mergedQuestionnairePatch,
and send the full shape. 7 unit cases cover the merge semantics.
2. Legacy single-string source: pre-multi-select rows wrote
`source: "search"` as a bare string. needsSourceBackfill now treats
that as already answered, matching mergeQuestionnaire (views) and
stringOrSlice.UnmarshalJSON (server). Flipped the existing test and
added empty-string + null coverage.
3. Dismiss cap honored in callback: the web auth callback was passing
dismissCount=0, which would force-route capped users through
/onboarding/source on every login (the route page would bounce them
onward, but only after a blank detour and a re-fired
`source_backfill_shown` event). Added readSourceBackfillDismissCount
so the callback reads the same per-user localStorage bucket the
prompt writes to. Test asserts a count of 3 bypasses the detour.
Co-authored-by: multica-agent <github@multica.ai>
* test(onboarding): clear source-backfill dismiss counter in callback test beforeEach
Co-authored-by: multica-agent <github@multica.ai>
* fix(onboarding): footer hint text matches the Submit button on the backfill prompt
The Source step's hint reads "Hit Continue when you're ready" because
its commit button is "Continue". The backfill view ships a "Submit"
button instead, so the inherited hint was misleading. Add a dedicated
`source_backfill.hint_ready` key across en / zh / ko and use it here.
Caught during browser E2E in the round-2 verification stack.
Co-authored-by: multica-agent <github@multica.ai>
* fix(onboarding): magic-code login also detours through source backfill
The round-2 fix in PR #3550 only wired the source-backfill detour
into the OAuth `/auth/callback` post-success path. Magic-code login
goes through `/login` → `handleSuccess()` which calls
`resolveLoggedInDestination()` and pushes directly to the workspace,
so those users never reach `/onboarding/source`. Caught during the
local-env demo for Jiayuan.
Add `maybeSourceBackfillDetour` to the login page and apply it in
both the already-authenticated useEffect and the post-verify-code
handler. Predicate consults the same per-user localStorage bucket
the prompt writes to, so a user who hit the close-X cap on this
browser flows straight through.
Co-authored-by: multica-agent <github@multica.ai>
* refactor(onboarding): source backfill is a workspace-mounted modal, not a route detour
Per UAT, the prompt should overlay the workspace as a Dialog with the
workspace visible behind a dimmed backdrop — the original brief and
reference screenshot both showed a modal. PR #3550 shipped a full-window
takeover (web /onboarding/source + desktop WindowOverlay) which Jiayuan
rejected.
This commit replaces the full-window view with a Dialog-based
`<SourceBackfillModal />` mounted once inside the shared `DashboardLayout`
(packages/views/layout). The modal self-mounts: it reads
`needsSourceBackfill(user, dismissCount)` and opens itself when the
predicate flips to true; X / ESC / outside-click all bump the per-user
localStorage cap and close.
Removed:
- apps/web/app/(auth)/onboarding/source/page.tsx (route)
- paths.sourceBackfill (no longer needed)
- callback page detour
- login page maybeSourceBackfillDetour
- desktop WindowOverlay type "source-backfill"
- desktop navigation interception of /onboarding/source
- desktop App.tsx dispatch effect
- pageview-tracker case
- views/onboarding `SourceBackfillView` + `readSourceBackfillDismissCount` exports
Preserved (semantics unchanged):
- `needsSourceBackfill` predicate (incl. legacy single-string source coercion)
- `mergedQuestionnairePatch` so role / use_case survive Submit / Skip
- PostHog events: source_backfill_shown / submitted / skipped / dismissed
- Per-user dismiss-count cap (3) in localStorage
- en / zh / ko i18n strings
Tests:
- 7 new tests for the modal in packages/views/onboarding/source-backfill-modal.test.tsx
- Adjusted apps/web/app/auth/callback/page.test.tsx: detour tests dropped,
one assertion remains that onboarded users with missing source land in
the workspace (the modal handles the rest)
- Full suite: 965 tests pass, typecheck + lint clean
Co-authored-by: multica-agent <github@multica.ai>
* fix(onboarding): mount source-backfill modal on the desktop workspace too
Desktop's WorkspaceRouteLayout never wraps DashboardLayout, so the
previous commit's modal mount only fired for web. Regression: desktop
users were not seeing the prompt at all.
Wire the same `<SourceBackfillModal />` next to `<WelcomeAfterOnboarding />`
inside `workspace-route-layout.tsx`, with the matching
`!overlayActive` suppression so the Dialog doesn't portal-jump above
an active pre-workspace WindowOverlay (onboarding / accept-invite /
new-workspace). Same component on both platforms — single source of
truth lives in packages/views/onboarding/source-backfill-modal.tsx.
Also drop the now-stale `source-backfill detour` comment in the web
callback test fixture (Emacs nit, non-blocking).
Co-authored-by: multica-agent <github@multica.ai>
* test(desktop): assert workspace-route-layout mounts source-backfill modal
Two structural tests pinning the round-4 fix:
- `mounts SourceBackfillModal when no WindowOverlay is active` —
guards against the regression Emacs caught (modal silently absent
on desktop because the previous round only wired DashboardLayout).
- `suppresses SourceBackfillModal while a WindowOverlay is active` —
mirrors the existing `!overlayActive` rule that WelcomeAfterOnboarding
already relies on so a portal-rendered Dialog can't visually outrank
an active pre-workspace overlay.
Mocks the SourceBackfillModal with a marker component so the test
asserts mount/unmount without depending on the modal's own predicate
gate.
Co-authored-by: multica-agent <github@multica.ai>
* fix(onboarding): backfill modal Other toggles off; entrance settles after 700ms
UAT round-3 follow-ups from Jiayuan:
1. **Other can't be deselected**: the modal kept a parallel
`pendingOther` flag set to true on every Other click, and
`IconOtherOptionCard`'s row click was guarded with
`if (!selected) onSelect()` — so a second click neither flipped
pendingOther nor reached the parent toggle. Drop `pendingOther`
(the `source.includes("other")` derivation is already authoritative)
AND add an opt-in `allowToggleOff` prop to `IconOtherOptionCard`
that lets the row toggle when already selected. The text input
stops click propagation so typing never deselects.
2. **Rebase + absorb GitHub channel**: rebased onto origin/main which
added `social_github` (PR #3612). Modal's option list now mirrors
StepSource — GitHub slotted between YouTube and Other social,
reusing the existing `GitHubIcon`.
3. **Soft entrance**: defer the dialog open by 700ms after the user
lands on a workspace so the underlying view paints first and the
modal feels like an inviting prompt rather than a hard block.
Honour `prefers-reduced-motion: reduce` (open immediately for
users who have opted out of incidental motion).
Tests:
- New `Other toggles off on the second click instead of getting stuck`
- New `renders the GitHub channel rebased from origin/main`
- New `defers the entrance by ~700ms when the user has not opted into
reduced motion`
- Existing tests stamp `prefers-reduced-motion: reduce` in beforeEach
so the dialog opens synchronously and they don't need to drive
fake timers.
Full suite passes (969 tests).
Co-authored-by: multica-agent <github@multica.ai>
* fix(onboarding): backfill modal opens reliably + Other deselects via icon area
Three follow-up fixes after live UAT:
1. Strict-mode regression on entrance delay: the gate ref was being
stamped when the effect *scheduled* the timer, so React Strict
Mode's double-invoke cleared the first timer and then bailed on
the second pass because the ref was already set, leaving the
dialog forever closed. Stamp the ref only inside the timer
callback (or synchronously when reduced-motion is on) so the
second strict pass starts a fresh timer.
2. Other deselect: dropping `pendingOther` wasn't enough — the input
that replaces the label when Other is selected was previously
stopping click propagation, so a re-click on the row never
reached the toggle. Remove `e.stopPropagation()` and instead let
the row's onClick ignore clicks whose target IS the input
(typing / focusing the input still doesn't deselect; clicks on
the icon, padding, or border do).
3. Tests: drive the Other re-click via Playwright `click({position:
{x:24,y:24}})` so the click lands on the icon area instead of the
center of the input, matching real-user behaviour.
Co-authored-by: multica-agent <github@multica.ai>
* refactor(onboarding): source picker is single-select primary source
Per Jiayuan's call after the survey of HDYHAU UX in PLG SaaS (Linear /
Vercel / Loom / Notion / Webflow / Stripe / Figma / Cursor / PostHog
mostly skip the question entirely; where it's asked the documented
default — Fairing / Recast / HockeyStack / Ruler Analytics — is to
capture the primary source so channel weights sum to 100% and ROI
math is defensible).
Modal + StepSource both pivot from multi-select to single-select
radio. Server schema is intentionally untouched: `source` stays
`string[]` for back-compat with v2 multi-select rows; the client
always sends a one-element array. Zero migration, zero data loss.
Frontend:
- `source-backfill-modal.tsx`: state pivots from a multi-element
`source: Source[]` to a single `pickedSlug` derived from
`source[0]`; click handler replaces the array instead of toggling.
Cards switch to `mode="radio"`, the fieldset gets `role="radiogroup"`,
the now-redundant `pendingOther` and `allowToggleOff` opt-in go
away — radio mode means no toggle-off, so the original UAT bug
("Other can't be deselected") is structurally impossible.
- `step-source.tsx`: drop the `multiSelect` prop so it routes
through `step-question.tsx`'s existing radio path (same one
StepRole already uses). Picking a second option replaces the
first; switching away from Other clears `source_other` so a stale
value can't leak.
- `icon-option-card.tsx`: revert the `allowToggleOff` plumbing.
Tests:
- `source-backfill-modal.test.tsx`: drop the multi-select toggle-off
assertion; add "picking a second option replaces the first" with
explicit radio-role queries.
- `step-source.test.tsx`: rewrite multi-select tests as single-select
(no more "stacks several picks" / "toggle off" cases); add
"switching away from Other clears source_other".
Full suite (970 tests) green, typecheck + lint clean.
Co-authored-by: multica-agent <github@multica.ai>
* docs(onboarding): refresh stale multi-select comments around source
Comment-only follow-up to the single-select refactor in d14f9d09f.
Five docblocks still described `source` as multi-select; they now
correctly say single-select and explain the array shape is kept
purely for v2 back-compat with the JSONB column.
- packages/core/onboarding/types.ts — QuestionnaireAnswers docblock
- packages/core/onboarding/store.ts — PostHog mirror comment
- packages/views/onboarding/steps/step-question.tsx — header docblock,
canContinue branch, and footer-hint comment (Source moves from the
multi-select side to the single-select side; Use case stays as the
remaining multi-select consumer)
- server/internal/handler/onboarding.go — questionnaireAnswers docblock
and the stringOrSlice fall-back comment (the column "going multi-
select" is no longer the current state; rename to "pre-array shape")
- server/internal/analytics/events.go — OnboardingQuestionnaireSubmitted
docblock
No behaviour changes. Tests + Go build still green.
Co-authored-by: multica-agent <github@multica.ai>
* i18n(onboarding): add ja translations for source-backfill keys
The Japanese locale landed on main (PR #3538) after this branch
started, so my source-backfill round-2 keys (`common.close`,
`source_backfill.eyebrow / lede / submit / hint_ready`) never made
it into ja and the parity test fails in CI. Add them now with
translations that match the en/zh-Hans/ko wording and tone.
Co-authored-by: multica-agent <github@multica.ai>
---------
Co-authored-by: Lambda <lambda@multica.ai>
Co-authored-by: multica-agent <github@multica.ai>