Add Onboarding Tour

Add an Onboarding Tour

A zero-dependency, centralised kit for first-run onboarding in packages/frontend. Three reusable pieces do the heavy lifting; each feature only supplies its own steps, copy, anchors, and (optionally) example data.

Building blocks

Reference implementation: the Reviews page — src/ee/features/aiCopilot/components/Admin/settings/AiReviewsSettingsPage.tsx (wiring), AiAgentAdminReviewItemsTable.tsx (mock rows), and Admin/onboarding/ (the content). Read these first — copying them is the fastest path.

Where content lives

Kit = global, content = per-feature. The three building blocks above are shared. Everything specific to one feature — its steps, copy, sample rows, and any onboarding-only visuals — goes in a co-located onboarding/ folder next to the feature, with the same fixed layout every time:

<feature-dir>/onboarding/
  index.ts          public surface (re-exports)
  steps.tsx         TOUR_STEPS: GuidedTourStep[]   (all the step copy)
  exampleData.ts    EXAMPLE_*, isExample*()         (only if the feature shows mock rows)
  <Visual>.tsx      onboarding-only visuals, e.g. a diagram (+ .module.css)

The feature imports from ./onboarding. Do not put feature content in a global folder, and do not inline steps or mock data in the page/table — keep components about rendering. Only re-export from index.ts what's consumed outside the folder (ts-unused-exports is enforced).

Recipe

1. Wire the tour state in the feature page:

   const { isOpen, startTour, closeTour } = useGuidedTour({
       storageKey: 'ld.<feature>.tour.v1',
   });
   

2. Define steps in onboarding/steps.tsx as a module constant (they're static — no useMemo needed). Each target is a CSS selector resolved when the step is reached, or null for a centered explainer:

   export const TOUR_STEPS: GuidedTourStep[] = [
       { target: '[data-tour="<feature>-intro"]', title: '…', body: '…' },
       { target: '[data-tour="<feature>-row"]',   title: '…', body: '…' },
       { target: null, title: '…', body: <SomeDiagram /> }, // centered
   ];
   

   The page imports { TOUR_STEPS } from ./onboarding and passes it to <GuidedTour>.

3. Add data-tour anchors to the elements each step points at. For a table row, add it in the row props so the whole row is spotlit:

   mantineTableBodyRowProps: ({ row }) =>
       row.index === 0 ? { 'data-tour': '<feature>-row' } : {},
   

4. Render the tour and a replay button:

   <Button variant="subtle" leftSection={<MantineIcon icon={IconRoute} />}
       Take the tour
   </Button>
   <GuidedTour steps={steps} opened={isOpen} />
   

5. (Optional) Deterministic example data so a tour on an empty (or any) page always highlights the same rows. Put stable, clearly-labelled mock rows and the isExample helper in onboarding/exampleData.ts, and inject them via select while the tour is open:

   const select = useOnboardingMock(EXAMPLE_ROWS, isOpen);
   const { data } = useThings(args, { select }); // hook must forward `select` to useQuery
   

   Render example rows muted and inert (disabled actions, no navigation); mark them with an "Example" badge. Gate interactivity off a sentinel id (e.g. id.startsWith('example:')).

Conventions

• Zero dependencies. No joyride/driver/intro.js. The spotlight is a box-shadow: 0 0 0 9999px dim — already handled by GuidedTour.
• storageKey: ld.<feature>.tour.v<n>. Bump the version to re-show the tour after a redesign.
• Copy: warm, natural, straight to the point. No em dashes, no arrows. Short titles.
• Styling: follow frontend-style-guide — no style prop (pass runtime geometry via __vars), CSS modules, theme tokens / ldGray/ldDark.
• Mock rows must never look or act real: muted, "Example" badge, disabled actions.

Gotchas

• Targets that render late (data still loading): handled — GuidedTour polls for each step's element and shows a centered card until it appears. Do not filter steps at open time; that drops steps whose targets haven't rendered yet.
• Determinism: tie mock data to isOpen (tour running), not to emptiness, if you want the tour to highlight the same rows every run. Closing the tour flips back to real data.
• select passthrough: the data hook must accept and forward a select option to useQuery (see useAiAgentAdminReviewItems). Add it if missing.