Guide first-time-users through initial setup

ccremer commented 1 year ago

Summary

Closes #524 This PR is a first iteration of a wizard-like flow for first-time users. It reworks the first-time-login-dialog and the behaviour in the Billing and organization list views.

Updates the first-time-login-dialog with new buttons and text, encouraging to create Billing entities instead.
When listing the organizations and it's still the first-time-setup, it will directly open the "new organization" form with the newly create billing address preselected.
Handle the case where the user settings in the User object doesn't yet exist (aka we don't know the default organization).
/billingentities displays callout to create or join BE if the billing list is empty
/billingentities displays a new "Join Billing" button
/organizations displays callout to create or join Org if the organization list is empty

The happy-path flow for new users is generally: Dialog -> Add Billing -> Add Organization -> View Zones

First Login Dialog

Newly logged in user

organizations: 0
billingEntities: 0

Newly logged in user with billing

organizations: 0
billingEntities: 1

User that has organization, but not a default one

organizations: 1
billingEntities: 1

Checklist

[x] Categorize the PR by setting a good title and adding one of the labels: bug, enhancement, documentation, change, breaking, as they show up in the changelog
[x] Update tests.
[x] Link this PR to related issues.

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ccremer commented 1 year ago

This is confusing. When pressing the join button, then just stay at whatever URL the user currently is.

...

Add another dialog informing the user, billing must be set up first. The trigger is: "New Organization" form, but no access to any billing entity. Also add the option for a billing entity join request.

Change the join dialog to work for both, Organization and Billing.

The redirect to the "New …" form is nice but might be surprising. Can you add an informational text above the form (preferably in a yellow callout)? You do not have a Organization|Billing yet. So please create one first or ask to joint an existing one" where the link would open the join dialog.

This is quite a big change request regarding dialogs and flow. I don't think I can implement all of this tomorrow morning.

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ccremer commented 1 year ago

@corvus-ch I've amended the PR as discussed in our meeting. I've updated the screenshot in the PR for the case where the user has no org or billing.

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