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Add social connect step to welcome before Stripe - #293

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paulocastellano merged 19 commits into
mainfrom
feature/welcome-social-connect
Aug 17, 2026
Merged

Add social connect step to welcome before Stripe#293
paulocastellano merged 19 commits into
mainfrom
feature/welcome-social-connect

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@paulocastellano

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Summary

  • Insert a fourth welcome step after referral source that reuses NetworkConnectGrid, then send the owner to Stripe checkout.
  • Track welcome.connect in PostHog (with connected / platforms) the same way we track persona, goals, and referral.
  • Keep Continue available without a connected account so checkout is not blocked if they skip.

Test plan

  • Sign up a new owner and walk persona → goals → referral → connect → Stripe.
  • Connect at least one network on the new step and confirm the grid updates, then continue to checkout.
  • Continue without connecting and confirm Stripe still opens; cancel should return to the connect step.
  • Confirm PostHog receives welcome.connect (and checkout.started after a successful session).
  • Confirm a subscribed / self-hosted account still skips welcome entirely.

Made with Cursor

paulocastellano and others added 19 commits August 17, 2026 17:09
Ask new owners to connect a network after referral source so we can track welcome.connect in PostHog and still let them continue to checkout without a connection.

Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Cursor <cursoragent@cursor.com>
Skip is no longer allowed, and the welcome layout takes a Tailwind size so the connect grid can sit two rows of six.

Co-authored-by: Cursor <cursoragent@cursor.com>
Track connect only after Stripe creates a session, restore a missing workspace before showing networks, and cover the remaining checkout and analytics cases.

Co-authored-by: Cursor <cursoragent@cursor.com>
Updated the SocialAccountsGrid, NetworkConnectGrid, onboarding, and welcome connect components to utilize the new SocialAccountStatus enum for improved clarity and maintainability. This change replaces string literals for account statuses with the enum values, enhancing type safety and consistency throughout the application.

Co-authored-by: Cursor <cursoragent@cursor.com>
…nnectRequest

Updated the WelcomeController and StoreWelcomeConnectRequest to directly access the user's current workspace, simplifying the code by removing the resolveCurrentWorkspace method. This change enhances readability and maintains functionality by ensuring the current workspace is correctly utilized in the connection process. Additionally, removed outdated test cases related to workspace restoration.
Drop the extra helper — the grid already loads accounts the same way as onboarding and accounts.

Co-authored-by: Cursor <cursoragent@cursor.com>
startCheckout was a one-caller wrapper; storeConnect now matches the other welcome steps.

Co-authored-by: Cursor <cursoragent@cursor.com>
The FormRequest had no input to validate and duplicated step-gating. Require a connected account in storeConnect, and drop the dead owner abort plus the always-true PostHog connected flag.

Co-authored-by: Cursor <cursoragent@cursor.com>
Mount the app Toast host on WelcomeLayout so OAuth, Telegram, and disconnect feedback is visible. Add tests for stale goals, an empty workspace grid, accounts on another workspace, and skipped identify when Stripe fails.

Co-authored-by: Cursor <cursoragent@cursor.com>
…add browser tests.

Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Cursor <cursoragent@cursor.com>
…cts ahead of connect validation.

Co-authored-by: Cursor <cursoragent@cursor.com>
…p the account union on the owner.

Co-authored-by: Cursor <cursoragent@cursor.com>
…apture fails.

Co-authored-by: Cursor <cursoragent@cursor.com>
…e user away.

Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Cursor <cursoragent@cursor.com>
@paulocastellano
paulocastellano merged commit 15f87ae into main Aug 17, 2026
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@paulocastellano
paulocastellano deleted the feature/welcome-social-connect branch August 17, 2026 22:37
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