fix: update onboarding status when lead is created

crm/api/onboarding.py

@@ -0,0 +1,19 @@
+import json
+
+import frappe
+
+
+@frappe.whitelist()
+def update_user_onboarding_status(steps: str):
+	steps = json.loads(steps)
+
+	# get the current onboarding status
+	onboarding_status = frappe.db.get_value("User", frappe.session.user, "onboarding_status")
+	onboarding_status = frappe.parse_json(onboarding_status)
+
+	# update the onboarding status
+	onboarding_status["frappe_crm_onboarding_status"] = steps
+
+	frappe.db.set_value(
+		"User", frappe.session.user, "onboarding_status", json.dumps(onboarding_status), update_modified=False
+	)

frontend/src/components/Modals/LeadModal.vue

@@ -47,6 +47,7 @@ import FieldLayout from '@/components/FieldLayout/FieldLayout.vue'
 import { usersStore } from '@/stores/users'
 import { statusesStore } from '@/stores/statuses'
 import { isMobileView } from '@/composables/settings'
+import { useOnboarding } from '@/composables/onboarding'
 import { capture } from '@/telemetry'
 import { createResource } from 'frappe-ui'
 import { computed, onMounted, ref, reactive, nextTick } from 'vue'
@@ -58,6 +59,7 @@ const props = defineProps({
 
 const { getUser, isManager } = usersStore()
 const { getLeadStatus, statusOptions } = statusesStore()
+const { updateOnboardingStep } = useOnboarding()
 
 const show = defineModel()
 const router = useRouter()
@@ -166,6 +168,7 @@ function createNewLead() {
       isLeadCreating.value = false
       show.value = false
       router.push({ name: 'Lead', params: { leadId: data.name } })
+      updateOnboardingStep('create_first_lead')
     },
     onError(err) {
       isLeadCreating.value = false

frontend/src/composables/onboarding.js

@@ -6,6 +6,9 @@ import CommentIcon from '@/components/Icons/CommentIcon.vue'
 import EmailIcon from '@/components/Icons/EmailIcon.vue'
 import TaskIcon from '@/components/Icons/TaskIcon.vue'
 import StepsIcon from '@/components/Icons/StepsIcon.vue'
+import { capture } from '@/telemetry'
+import { showSettings, activeSettingsPage } from '@/composables/settings'
+import { call } from 'frappe-ui'
 import { useRouter } from 'vue-router'
 import { ref, reactive, computed, markRaw } from 'vue'
 
@@ -31,6 +34,13 @@ const steps = reactive([
     title: 'Invite your team',
     icon: markRaw(InviteIcon),
     completed: false,
+    onClick: () => {
+      if (steps[1].completed) return
+      minimize.value = true
+
+      showSettings.value = true
+      activeSettingsPage.value = 'Invite Members'
+    },
   },
   {
     name: 'convert_lead_to_deal',
@@ -93,6 +103,35 @@ export function useOnboarding() {
     return false
   }
 
+  function updateOnboardingStep(step) {
+    if (stepsCompleted.value) return
+    let user = window.user
+    if (!user) return false
+
+    if (!user.onboarding_status['frappe_crm_onboarding_status']) {
+      user.onboarding_status['frappe_crm_onboarding_status'] = steps.map(
+        (s) => {
+          return { name: s.name, completed: false }
+        },
+      )
+    }
+
+    let _steps = user.onboarding_status['frappe_crm_onboarding_status']
+    let index = _steps.findIndex((s) => s.name === step)
+    if (index !== -1) {
+      _steps[index].completed = true
+      steps[index].completed = true
+    }
+
+    window.user = user
+
+    capture('onboarding_' + step)
+
+    call('crm.api.onboarding.update_user_onboarding_status', {
+      steps: JSON.stringify(_steps),
+    })
+  }
+
   return {
     minimize,
     steps,
@@ -100,5 +139,6 @@ export function useOnboarding() {
     totalSteps,
     completedPercentage,
     checkOnboardingStatus,
+    updateOnboardingStep,
   }
 }