[WEB-6840] feat: skip role & use-case steps for self-hosted instances

[anmolsinghbhatia]

Description

This PR updates the self-hosted onboarding flow by skipping the role and use-case steps.

Type of Change

• Improvement

Media

Preview

Summary by CodeRabbit

• Improvements
  • Refined onboarding flow with improved step sequencing and navigation based on your instance configuration.
  • Enhanced progress tracking for a more streamlined setup experience.
  • Optimized workflow progression during initial configuration for better user guidance.

[coderabbitai]

📝 Walkthrough

Walkthrough

The onboarding flow is modified to conditionally adjust steps and transitions based on whether an instance is self-managed. Step ordering is now dynamically constructed, and navigation paths change according to the isSelfManaged configuration status retrieved via useInstance.

Changes

Cohort / File(s)	Summary
Conditional Self-Managed Onboarding Flow apps/web/core/components/onboarding/header.tsx, apps/web/core/components/onboarding/root.tsx	Both components now read instanceConfig via useInstance() hook and derive isSelfManaged. Header dynamically constructs step order to conditionally include/exclude ROLE_SETUP and USE_CASE_SETUP, updating step numbering accordingly. Root modifies profile setup transitions to skip ROLE_SETUP for self-managed instances and either finish onboarding or advance to workspace creation.

Estimated code review effort

🎯 3 (Moderate) | ⏱️ ~20 minutes

Poem

🐰 Hops the onboarding hare, rearranging with care,
Self-managed or cloud-bound, a branching affair,
Steps dance and reorder, conditions decide,
Through instance config flows, no stone left untried!
Workspaces and roles in a neat new array,
Progress now bends to each instance's way. ✨

🚥 Pre-merge checks | ✅ 2 | ❌ 1

❌ Failed checks (1 warning)

Check name	Status	Explanation	Resolution
Description check	⚠️ Warning	The description covers the main purpose and includes type of change, but omits required sections: Test Scenarios and References are missing or incomplete.	Add a Test Scenarios section describing how the changes were validated, and include a References section linking to issue WEB-6840 or related issues.

✅ Passed checks (2 passed)

Check name	Status	Explanation
Title check	✅ Passed	The title clearly and specifically describes the main change: skipping role and use-case steps for self-hosted instances, which matches the primary objective of the PR.
Docstring Coverage	✅ Passed	No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.

_{✏️ Tip: You can configure your own custom pre-merge checks in the settings.}

✨ Finishing Touches

📝 Generate docstrings

• Create stacked PR
• Commit on current branch

🧪 Generate unit tests (beta)

• Create PR with unit tests
• Commit unit tests in branch feat/skip-onboarding-survey-self-hosted

---

Thanks for using CodeRabbit! It's free for OSS, and your support helps us grow. If you like it, consider giving us a shout-out.

❤️ Share

• X
• Mastodon
• Reddit
• LinkedIn

_{Comment @coderabbitai help to get the list of available commands and usage tips.}

[makeplane]

Linked to Plane Work Item(s)

• [WEB-6840] Skip role and use-case onboarding steps for self-hosted instances

This comment was auto-generated by Plane

[Copilot]

Pull request overview

Updates the web onboarding flow to streamline self-hosted (self-managed) instances by skipping the role and use-case steps, while keeping the progress/header behavior consistent with the revised step sequence.

Changes:

• Skip ROLE_SETUP and USE_CASE_SETUP after PROFILE_SETUP when the instance is self-managed.
• Update the onboarding header “back” navigation and progress step calculation to reflect the self-managed step sequence.
• Adjust progress step ordering to include INVITE_MEMBERS when it’s actually shown (avoids progress miscount when the invite step is reached).

Reviewed changes

Copilot reviewed 2 out of 2 changed files in this pull request and generated no comments.

File	Description
apps/web/core/components/onboarding/root.tsx	Adds self-managed branching to skip role/use-case steps and route directly to workspace/onboarding completion.
apps/web/core/components/onboarding/header.tsx	Makes progress/back-navigation aware of self-managed step order and dynamically derives total steps from step order.

[coderabbitai]

🧹 Nitpick comments (1)

apps/web/core/components/onboarding/root.tsx (1)

104-104: Consider using workspacesList.length in the dependency array.

workspacesList is created via Object.values(workspaces ?? {}) on line 33, producing a new array reference each render. This causes handleStepChange to be recreated unnecessarily. Since the callback only checks workspacesList.length, use the length directly:

♻️ Suggested improvement

-    [stepChange, finishOnboarding, workspacesList, isSelfManaged]
+    [stepChange, finishOnboarding, workspacesList.length, isSelfManaged]

🤖 Prompt for AI Agents

Verify each finding against the current code and only fix it if needed.

In `@apps/web/core/components/onboarding/root.tsx` at line 104, The dependency
array for the memoized callback (handleStepChange) currently includes
workspacesList (created from Object.values(workspaces ?? {})), which produces a
new array each render; change the dependency to depend on workspacesList.length
(or compute a stable workspaceCount from workspaces and use that) instead of the
full array so handleStepChange isn't recreated unnecessarily; update the
dependency array used where stepChange, finishOnboarding, workspacesList,
isSelfManaged are listed to replace workspacesList with workspacesList.length
(or workspaceCount) and keep references to stepChange, finishOnboarding, and
isSelfManaged unchanged.

🤖 Prompt for all review comments with AI agents

Verify each finding against the current code and only fix it if needed.

Nitpick comments:
In `@apps/web/core/components/onboarding/root.tsx`:
- Line 104: The dependency array for the memoized callback (handleStepChange)
currently includes workspacesList (created from Object.values(workspaces ??
{})), which produces a new array each render; change the dependency to depend on
workspacesList.length (or compute a stable workspaceCount from workspaces and
use that) instead of the full array so handleStepChange isn't recreated
unnecessarily; update the dependency array used where stepChange,
finishOnboarding, workspacesList, isSelfManaged are listed to replace
workspacesList with workspacesList.length (or workspaceCount) and keep
references to stepChange, finishOnboarding, and isSelfManaged unchanged.

---

ℹ️ Review info

⚙️ Run configuration

Configuration used: defaults

Review profile: CHILL

Plan: Pro

Run ID: 9a627a99-1cc4-47eb-b9c9-45e873d8c1d6

📥 Commits

Reviewing files that changed from the base of the PR and between 39325d2 and bf5ae79.

📒 Files selected for processing (2)

• apps/web/core/components/onboarding/header.tsx
• apps/web/core/components/onboarding/root.tsx

[makeplane]

⚠️ State transition attempt blocked by project workflow settings for the following Work Item(s)

• [WEB-6840] Skip role and use-case onboarding steps for self-hosted instances

This comment was auto-generated by Plane