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feat(onboarding): Offer importing to get started, not only manual entry - #107

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nfebe merged 1 commit into
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feat/onboarding-import-and-connectors
Jul 18, 2026
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feat(onboarding): Offer importing to get started, not only manual entry#107
nfebe merged 1 commit into
devfrom
feat/onboarding-import-and-connectors

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@nfebe

@nfebe nfebe commented Jul 18, 2026

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Onboarding's only path in was typing transactions by hand. It now offers a step to import a file or connect an integration instead.

The connect options come from GET /integrations: any integration that exposes a connect flow and is entitled and configured gets a button, so a bank-sync plugin appears once wired, no change here. Only file import shows today; nothing else is wired yet.

Onboarding slice of trakli/internal#9.

Onboarding walked someone through language, wallet and categories and then sent
them to a blank dashboard, where the only way in was typing transactions one by
one. Most people already have the data somewhere.

A new step now offers to bring transactions in: import a file (a statement, a
spreadsheet, or a receipt photo), or connect any account whose integration is
installed and ready. Connectors are discovered from the integrations the server
advertises, so a bank-sync plugin appears here on its own once wired, with no
change to this step. Choosing one finishes setup and lands the person on that
surface; anyone who would rather type it in can still skip straight through.
@sourceant

sourceant Bot commented Jul 18, 2026

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Code Review Summary

This PR adds a valuable 'import' step to the onboarding flow, allowing users to import data via files or integrations. This reduces manual entry friction. The changes include localized strings for four languages and updated navigation logic to handle multiple onboarding outcomes.

🚀 Key Improvements

  • Introduced a new UI step in onboarding for data ingestion.
  • Added reactive filtering for available integrations/connectors.
  • Implemented conditional redirection based on the user's selected onboarding path.
  • Included multi-language translation support.

💡 Minor Suggestions

  • Optimization of CSS transitions in _onboarding.scss.
  • Validation of external redirect paths from query parameters.

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Review complete. No specific code suggestions were generated. See the overview comment for a summary.

@nfebe
nfebe merged commit d702141 into dev Jul 18, 2026
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@nfebe
nfebe deleted the feat/onboarding-import-and-connectors branch July 18, 2026 22:51
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