feat(onboarding): Offer importing to get started, not only manual entry - #107
Merged
Conversation
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.
Code Review SummaryThis 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
💡 Minor Suggestions
|
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
Add this suggestion to a batch that can be applied as a single commit.This suggestion is invalid because no changes were made to the code.Suggestions cannot be applied while the pull request is closed.Suggestions cannot be applied while viewing a subset of changes.Only one suggestion per line can be applied in a batch.Add this suggestion to a batch that can be applied as a single commit.Applying suggestions on deleted lines is not supported.You must change the existing code in this line in order to create a valid suggestion.Outdated suggestions cannot be applied.This suggestion has been applied or marked resolved.Suggestions cannot be applied from pending reviews.Suggestions cannot be applied on multi-line comments.Suggestions cannot be applied while the pull request is queued to merge.Suggestion cannot be applied right now. Please check back later.
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.