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feat: enhance onboarding process and company profile management

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- Updated CompanyInfoResponseDto to include company profile data in response.
- Enhanced ResponseExternalProfileDto to include active profile type and onboarding details.
- Added new fields to ExternalProfile entity for active profile type and onboarding status.
- Implemented onboarding wizard dialog in the frontend to guide users through the onboarding process.
- Introduced API endpoints for managing company profiles and onboarding steps.
- Created migrations to add new columns for active mode and onboarding status in the database.
- Added functionality to switch between operational modes (importer/exporter) and create profiles as needed.
- Improved user experience by ensuring onboarding is enforced for new users and those without completed profiles.
This commit is contained in:
Marshal
2026-06-19 22:07:58 +00:00
parent ca5877d25a
commit ed91f817ff
22 changed files with 1163 additions and 81 deletions
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67
apps/edr-freight-api/src/migrations/1791000000000-AddActiveModeAndOnboardingToExternalProfiles.ts Normal file
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import { MigrationInterface, QueryRunner } from 'typeorm';
export class AddActiveModeAndOnboardingToExternalProfiles1791000000000
implements MigrationInterface
{
name = 'AddActiveModeAndOnboardingToExternalProfiles1791000000000';
public async up(queryRunner: QueryRunner): Promise<void> {
await queryRunner.query(`
ALTER TABLE freight.external_profiles
ADD COLUMN IF NOT EXISTS active_profile_type varchar(32);
`);
await queryRunner.query(`
ALTER TABLE freight.external_profiles
ADD COLUMN IF NOT EXISTS onboarding_step varchar(40);
`);
await queryRunner.query(`
ALTER TABLE freight.external_profiles
ADD COLUMN IF NOT EXISTS onboarding_completed boolean NOT NULL DEFAULT false;
`);
// Existing users already use the portal — never re-gate them behind the
// new onboarding wizard.
await queryRunner.query(`
UPDATE freight.external_profiles
SET onboarding_completed = true
WHERE onboarding_completed = false;
`);
// Backfill the active mode for existing users from their company's
// operational profiles. Prefer importer, then exporter, then whichever
// single profile the company has (forwarder/dj/transporter).
await queryRunner.query(`
UPDATE freight.external_profiles ep
SET active_profile_type = cp.type
FROM (
SELECT DISTINCT ON (company_id) company_id, type
FROM freight.company_profiles
ORDER BY company_id,
CASE type
WHEN 'importer' THEN 0
WHEN 'exporter' THEN 1
ELSE 2
END
) cp
WHERE ep.company_id = cp.company_id
AND ep.active_profile_type IS NULL;
`);
}
public async down(queryRunner: QueryRunner): Promise<void> {
await queryRunner.query(`
ALTER TABLE freight.external_profiles
DROP COLUMN IF EXISTS onboarding_completed;
`);
await queryRunner.query(`
ALTER TABLE freight.external_profiles
DROP COLUMN IF EXISTS onboarding_step;
`);
await queryRunner.query(`
ALTER TABLE freight.external_profiles
DROP COLUMN IF EXISTS active_profile_type;
`);
}
}

94
apps/edr-freight-api/src/migrations/1791000000001-AddCompanyProfileIdToBookings.ts Normal file
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import { MigrationInterface, QueryRunner } from 'typeorm';
export class AddCompanyProfileIdToBookings1791000000001
implements MigrationInterface
{
name = 'AddCompanyProfileIdToBookings1791000000001';
public async up(queryRunner: QueryRunner): Promise<void> {
await queryRunner.query(`
ALTER TABLE freight.bookings
ADD COLUMN IF NOT EXISTS company_profile_id UUID;
`);
await queryRunner.query(`
CREATE INDEX IF NOT EXISTS idx_bookings_company_profile_id
ON freight.bookings(company_profile_id);
`);
await queryRunner.query(`
DO $$
BEGIN
IF NOT EXISTS (
SELECT 1 FROM pg_constraint WHERE conname = 'FK_bookings_company_profile_id'
) THEN
ALTER TABLE freight.bookings
ADD CONSTRAINT "FK_bookings_company_profile_id"
FOREIGN KEY (company_profile_id)
REFERENCES freight.company_profiles(id);
END IF;
END $$;
`);
// Backfill by natural mapping: IMPORT → importer profile, EXPORT → exporter
// profile, for each booking's own company.
await queryRunner.query(`
UPDATE freight.bookings b
SET company_profile_id = cp.id
FROM freight.company_profiles cp
WHERE cp.company_id = b.company_id
AND b.company_profile_id IS NULL
AND (
(b.trade_direction = 'IMPORT' AND cp.type = 'importer') OR
(b.trade_direction = 'EXPORT' AND cp.type = 'exporter')
);
`);
// Forwarder / single-profile companies: one profile per company, so the
// mapping is unambiguous regardless of trade direction.
await queryRunner.query(`
UPDATE freight.bookings b
SET company_profile_id = cp.id
FROM freight.company_profiles cp
JOIN freight.companies c ON c.id = cp.company_id
WHERE cp.company_id = b.company_id
AND c.type <> 'customer'
AND b.company_profile_id IS NULL;
`);
// Remaining customer-owned rows (e.g. DOMESTIC, or a direction with no
// matching profile): attribute to the company's importer profile, else its
// exporter profile, so nothing disappears from the customer's list.
await queryRunner.query(`
UPDATE freight.bookings b
SET company_profile_id = cp.id
FROM (
SELECT DISTINCT ON (company_id) company_id, id
FROM freight.company_profiles
ORDER BY company_id,
CASE type
WHEN 'importer' THEN 0
WHEN 'exporter' THEN 1
ELSE 2
END
) cp
WHERE cp.company_id = b.company_id
AND b.company_id IS NOT NULL
AND b.company_profile_id IS NULL;
`);
}
public async down(queryRunner: QueryRunner): Promise<void> {
await queryRunner.query(`
ALTER TABLE freight.bookings
DROP CONSTRAINT IF EXISTS "FK_bookings_company_profile_id";
`);
await queryRunner.query(`
DROP INDEX IF EXISTS freight.idx_bookings_company_profile_id;
`);
await queryRunner.query(`
ALTER TABLE freight.bookings
DROP COLUMN IF EXISTS company_profile_id;
`);
}
}