Onboarding Walkthrough

# Onboarding Walkthrough Overview

The **Onboarding Walkthrough** module is a comprehensive guide designed to provide new users or administrators with a structured introduction to the system or application they are joining. This module ensures that all key features, functionalities, and best practices are clearly explained in an easy-to-follow format.

## Purpose
The primary purpose of this module is to streamline the onboarding process for both new users and administrators. It serves as a single source of truth, guiding individuals through the essential steps required to navigate and utilize the system effectively. By reducing ambiguity and confusion during the initial phase, this module helps new users feel confident in their ability to perform their roles.

## Benefits
- **Faster Onboarding:** Minimizes the time needed for new users or administrators to become proficient with the system.
- **Consistent Experience:** Ensures that everyone follows the same steps and learns the system in a uniform manner, regardless of their background or experience level.
- **Reduced Errors:** By providing clear guidance, this module helps minimize mistakes during the onboarding process.
- **Improved Productivity:** Enables new users to start contributing effectively from day one by eliminating unnecessary trial-and-error learning.

## Usage Scenarios
The **Onboarding Walkthrough** module is particularly useful in the following scenarios:
1. **User Onboarding:** Introducing new team members or external collaborators to the system's core functionalities.
2. **Administrator Training:** Guiding administrators through essential tasks, such as system configuration, user management, and security protocols.
3. **System Migration:** Helping users transition smoothly when migrating to a new version of the software or adopting a completely new system.
4. **Self-Learning:** Serving as a self-contained resource for developers or users looking to understand the system without direct mentorship.

By leveraging this module, organizations can ensure that all stakeholders are well-prepared and equipped to contribute effectively from the moment they begin their journey with the system.

# Onboarding Walkthrough Module Documentation

## Step-by-Step Introductory Process  
The module provides a structured sequence of screens or pages that guide new users or admins through essential tasks and features of the system. This ensures a smooth transition for first-time users, reducing confusion and accelerating productivity.

## Role-Based Customization  
Content displayed in the walkthrough is tailored based on the user's role (e.g., regular user vs. admin). This ensures that each user sees relevant information and tasks specific to their responsibilities within the system.

## Progress Tracking  
The module tracks the user’s progress through completion percentages or checkmarks, providing visual feedback on how far they’ve come and what remains. This encourages users to continue and gives them a sense of achievement as they complete steps.

## Conditional Logic  
Walkthrough content adapts dynamically based on user input or system state. For example, if a user skips a step or selects an option, the module adjusts subsequent screens to reflect this choice, ensuring a personalized experience.

## Integration with User Roles  
The walkthrough integrates seamlessly with user role management, displaying features and instructions relevant to the user's permissions. Admins receive detailed guidance on managing system settings, while regular users focus on primary functionalities.

## Interactive Elements  
Users can interact with elements like tooltips, pop-ups, or buttons within the walkthrough, making the process engaging. For instance, users might click a button to dive deeper into a feature’s functionality or ask questions directly from the guide.

# Onboarding Walkthrough Module Documentation

## Overview
The Onboarding Walkthrough module provides a structured onboarding process for new users or administrators. It includes step-by-step guidance tailored to user roles.

## API Reference

### 1. FastAPI Endpoint

#### 1.1 Register New User (POST)
```python
from fastapi import APIRouter, Depends, HTTPException
from typing import Annotated
from pydantic import BaseModel

router = APIRouter(prefix="/auth", tags=["onboarding"])

class UserCreate(BaseModel):
    email: str
    password: str
    name: str

@router.post("/register")
async def register(user: UserCreate):
    # Implement user registration logic here
    return {
        "status": "success",
        "message": f"User {user.name} registered successfully."
    }

2. React UI Component

2.1 Onboarding Form

import React, { useState } from 'react';

const OnboardingForm = () => {
    const [formData, setFormData] = useState({
        email: '',
        password: '',
        name: ''
    });
    const [loading, setLoading] = useState(false);
    const [error, setError] = useState(null);

    const handleSubmit = async (e) => {
        e.preventDefault();
        setLoading(true);
        setError(null);

        try {
            const response = await fetch('/auth/register', {
                method: 'POST',
                headers: {
                    'Content-Type': 'application/json'
                },
                body: JSON.stringify(formData)
            });

            if (!response.ok) {
                throw new Error('Registration failed');
            }

            const data = await response.json();
            alert(data.message);
        } catch (err) {
            setError(err.message);
        } finally {
            setLoading(false);
        }
    };

    return (
        <form onSubmit={handleSubmit}>
            <div>
                <label>Email:</label>
                <input
                    type="email"
                    value={formData.email}
                    onChange={(e) => setFormData({...formData, email: e.target.value})}
                />
            </div>
            <div>
                <label>Password:</label>
                <input
                    type="password"
                    value={formData.password}
                    onChange={(e) => setFormData({...formData, password: e.target.value})}
                />
            </div>
            <div>
                <label>Name:</label>
                <input
                    type="text"
                    value={formData.name}
                    onChange={(e) => setFormData({...formData, name: e.target.value})}
                />
            </div>
            <button type="submit" disabled={loading}>
                {loading ? 'Registering...' : 'Complete Onboarding'}
            </button>
            {error && <p style={{color: 'red'}}>{error}</p>}
        </form>
    );
};

export default OnboardingForm;

3. Data Schema

3.1 User Registration Schema (Pydantic)

from pydantic import BaseModel, EmailStr, validator
import re

class UserCreate(BaseModel):
    email: EmailStr
    password: str
    name: str

    @validator('password')
    def validate_password(cls, value):
        if len(value) < 8:
            raise ValueError("Password must be at least 8 characters long")
        if not re.search(r'[A-Z]', value):
            raise ValueError("Password must contain at least one uppercase letter")
        return value

Usage Examples

1. Registering a new user via FastAPI endpoint

curl -X POST "http://localhost:8000/auth/register" \
     -H "Content-Type: application/json" \
     -d '{"email":"newuser@example.com", "password":"SecurePassword123!", "name":"John Doe"}'

2. Handling Onboarding in React

// Example usage in a React component
const App = () => {
    return (
        <div>
            <h1>Onboarding Walkthrough</h1>
            <OnboardingForm />
        </div>
    );
};

Notes for Developers

• Ensure proper input validation on both client and server sides.
• Implement password hashing before storing user credentials.
• Add additional security measures like rate limiting and CSRF protection.

# Onboarding Walkthrough Module Documentation

## Summary
The **Onboarding Walkthrough** module provides a step-by-step introduction for new users or administrators. It guides users through essential system features, configurations, and best practices to ensure a smooth onboarding experience.

---

## Related Modules
The following modules are closely related to the Onboarding Walkthrough module:
1. **Identity Management**: Handles user creation and authentication.
2. **Access Control**: Manages permissions and roles for new users.
3. **Notification Service**: Sends automated emails or notifications during the onboarding process.
4. **Usage Analytics**: Tracks user activity and completion rates of the walkthrough.
5. **Session Management**: Manages user sessions during the onboarding process.

---

## Use Cases
1. **User Onboarding**:
   - Guide new users through their first login, profile setup, and basic system navigation.
   - Provide contextual help for critical system features.

2. **Admin Onboarding**:
   - Walk admins through system configuration, permission setups, and monitoring tools.
   - Highlight key administrative tasks like user management and security settings.

3. **Self-Service Onboarding**:
   - Allow users to restart or skip parts of the walkthrough based on their preferences.
   - Provide a knowledge base or FAQ section for common questions during onboarding.

4. **Batch Onboarding**:
   - Process multiple new users at once, with customizable workflows for each batch.

---

## Integration Tips
1. **Hooks and Triggers**:
   - Use hooks in the Identity Management module to trigger the Onboarding Walkthrough after a user is created.
   - Set up triggers based on user roles (e.g., "new admin" or "regular user").

2. **Customizable UI**:
   - Provide a custom UI wrapper for the Onboarding Walkthrough to match your organization's branding.
   - Allow users to toggle between guided and self-service modes.

3. **API Integration**:
   - Use the Onboarding Walkthrough API to programmatically start, stop, or skip walkthroughs based on user behavior.
   - Monitor API calls to ensure smooth integration with other modules.

4. **Error Handling**:
   - Implement robust error handling for cases where users might skip steps or encounter issues during the walkthrough.

---

## Configuration Options
Below is a table of configuration options for the Onboarding Walkthrough module:

| **Parameter Name**       | **Type**     | **Default Value** | **Description**                                                                 |
|---------------------------|--------------|-------------------|---------------------------------------------------------------------------------|
| `enableWalkthrough`      | Boolean      | `true`            | Enables or disables the onboarding walkthrough for new users.                   |
| `walkthroughTimeout`     | Integer      | `300`             | Sets the maximum allowed time (in seconds) to complete the walkthrough.          |
| `languagePreference`     | String       | `en-US`           | Specifies the default language for the onboarding content.                       |
| `trackCompletion`        | Boolean      | `true`            | Enables tracking of completion rates for analytics purposes.                     |
| `redirectUrl`             | String       | `null`             | URL to redirect users to after completing the walkthrough.                         |
| `debugMode`               | Boolean      | `false`            | Enables debug mode for developers to test and troubleshoot the module.          |
| `theme`                   | String       | `light`            | Specifies the default theme for the onboarding interface (`light`, `dark`).     |
| `apiRateLimit`           | Integer      | `10`              | Sets the rate limit (requests per minute) for API calls to the Onboarding module. |

---

## API Reference
The Onboarding Walkthrough module provides the following endpoints:

### 1. `/onboard/start`
- **Method**: POST
- **Description**: Starts the onboarding walkthrough process for a user.
- **Request Body**:
  ```json
  {
    "userId": string,
    "roleId": string,
    "language": string (optional)
  }

• Response:

  {
    "status": "success",
    "message": "Onboarding started successfully.",
    "walkthroughId": string
  }
  

2. /onboard/complete

• Method: POST
• Description: Marks the onboarding walkthrough as completed.
• Request Body:

  {
    "walkthroughId": string,
    "feedback": string (optional)
  }
  

• Response:

  {
    "status": "success",
    "message": "Onboarding completed successfully."
  }
  

3. /onboard/status

• Method: GET
• Description: Retrieves the status of a user’s onboarding walkthrough.
• Query Parameters:
  • walkthroughId: string (required)
• Response:

  {
    "status": string ("in-progress" | "completed" | "expired"),
    "step": integer,
    "completionTime": number (timestamp),
    "errors": array of strings
  }
  

Conclusion

The Onboarding Walkthrough module is a critical component for ensuring new users and administrators are prepared to work effectively within the system. By leveraging related modules, implementing use cases, and configuring settings appropriately, developers can create a seamless onboarding experience tailored to their organization’s needs.