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User Onboarding + Bug Fixes (#1352)
* Bump min supported date to 20 years * Add basic onboarding * User onboarding * Complete onboarding flow * Cleanup, add user profile update test
This commit is contained in:
Zach Gollwitzer
GitHub
parent
73e184ad3d
commit
1d20de770f
55 changed files with 1088 additions and 300 deletions
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@ -1,70 +1,30 @@
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---
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en:
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accounts:
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sync_all_button:
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sync: Sync all
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account:
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has_issues: Issue detected.
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troubleshoot: Troubleshoot
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account_list:
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new_account: "New %{type}"
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empty:
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no_accounts: No accounts yet
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empty_message: Add an account either via connection, importing or entering manually.
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new_account: New account
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form:
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name_label: Account name
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name_placeholder: Example account name
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institution: Financial institution
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ungrouped: "(none)"
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balance: Today's balance
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accountable_type: Account type
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mode: Value tracking mode
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mode_prompt: Select a mode
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type_prompt: Select a type
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header:
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accounts: Accounts
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manage: Manage accounts
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new: New account
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institution_accounts:
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add_account_to_institution: Add new account
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has_issues: Issue detected, see accounts
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syncing: Syncing...
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status: "Last synced %{last_synced_at} ago"
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status_never: Requires data sync
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edit: Edit institution
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delete: Delete institution
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confirm_title: Delete financial institution?
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confirm_body: Don't worry, none of the accounts within this institution will be affected by this deletion. Accounts will be ungrouped and all historical data will remain intact.
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confirm_accept: Delete institution
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new_account: Add account
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institutionless_accounts:
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other_accounts: Other accounts
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menu:
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edit: Edit
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import: Import transactions
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confirm_title: Delete account?
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confirm_body_html: "<p>By deleting this account, you will erase its value history, affecting various aspects of your overall account. This action will have a direct impact on your net worth calculations and the account graphs.</p><br /> <p>After deletion, there is no way you'll be able to restore the account information because you'll need to add it as a new account.</p>"
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confirm_accept: 'Delete "%{name}"'
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new_account: New %{type}
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accountables:
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credit_card:
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form:
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available_credit: Available credit
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available_credit_placeholder: '10000'
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minimum_payment: Minimum payment
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minimum_payment_placeholder: '100'
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apr: APR
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apr_placeholder: '15.99'
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expiration_date: Expiration date
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annual_fee: Annual fee
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annual_fee_placeholder: '99'
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apr: APR
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apr_placeholder: '15.99'
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available_credit: Available credit
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available_credit_placeholder: '10000'
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expiration_date: Expiration date
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minimum_payment: Minimum payment
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minimum_payment_placeholder: '100'
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overview:
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amount_owed: Amount Owed
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available_credit: Available Credit
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minimum_payment: Minimum Payment
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apr: APR
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expiration_date: Expiration Date
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annual_fee: Annual Fee
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apr: APR
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available_credit: Available Credit
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expiration_date: Expiration Date
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minimum_payment: Minimum Payment
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unknown: Unknown
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depository:
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form:
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@ -77,7 +37,8 @@ en:
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tooltip:
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cash: Cash
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holdings: Holdings
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total_value_tooltip: The total value is the sum of cash balance and your holdings value, minus margin loans.
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total_value_tooltip: The total value is the sum of cash balance and your
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holdings value, minus margin loans.
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loan:
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form:
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interest_rate: Interest rate
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@ -133,17 +94,65 @@ en:
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trend: Trend
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unknown: Unknown
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year: Year
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create:
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success: New account created successfully
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destroy:
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success: Account deleted successfully
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edit:
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edit: "Edit %{account}"
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edit: Edit %{account}
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empty:
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empty_message: Add an account either via connection, importing or entering manually.
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new_account: New account
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no_accounts: No accounts yet
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form:
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accountable_type: Account type
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balance: Today's balance
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institution: Financial institution
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mode: Value tracking mode
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mode_prompt: Select a mode
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name_label: Account name
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name_placeholder: Example account name
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type_prompt: Select a type
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ungrouped: "(none)"
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header:
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accounts: Accounts
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manage: Manage accounts
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new: New account
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index:
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accounts: Accounts
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add_institution: Add institution
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new_account: New account
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institution_accounts:
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add_account_to_institution: Add new account
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confirm_accept: Delete institution
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confirm_body: Don't worry, none of the accounts within this institution will
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be affected by this deletion. Accounts will be ungrouped and all historical
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data will remain intact.
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confirm_title: Delete financial institution?
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delete: Delete institution
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edit: Edit institution
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has_issues: Issue detected, see accounts
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new_account: Add account
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status: Last synced %{last_synced_at} ago
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status_never: Requires data sync
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syncing: Syncing...
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institutionless_accounts:
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other_accounts: Other accounts
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menu:
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confirm_accept: Delete "%{name}"
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confirm_body_html: "<p>By deleting this account, you will erase its value history,
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affecting various aspects of your overall account. This action will have a
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direct impact on your net worth calculations and the account graphs.</p><br
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/> <p>After deletion, there is no way you'll be able to restore the account
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information because you'll need to add it as a new account.</p>"
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confirm_title: Delete account?
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edit: Edit
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import: Import transactions
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new:
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title: Add an account
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manual_entry: Enter account manually
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csv_entry: Import accounts CSV
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connected_entry: Securely link account with Plaid (coming soon)
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csv_entry: Import accounts CSV
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manual_entry: Enter account manually
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title: Add an account
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show:
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cash: Cash
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holdings: Holdings
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@ -157,17 +166,17 @@ en:
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summary:
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new: New
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no_assets: No assets found
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no_assets_description: Add an asset either via connection, importing or entering manually.
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no_assets_description: Add an asset either via connection, importing or entering
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manually.
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no_liabilities: No liabilities found
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no_liabilities_description: Add a liability either via connection, importing or entering manually.
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create:
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success: New account created successfully
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destroy:
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success: Account deleted successfully
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update:
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success: Account updated
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no_liabilities_description: Add a liability either via connection, importing
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or entering manually.
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sync_all:
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success: Successfully queued accounts for syncing.
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sync_all_button:
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sync: Sync all
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update:
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success: Account updated
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credit_cards:
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create:
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success: Credit card created successfully
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@ -1,15 +1,15 @@
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---
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en:
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impersonation_sessions:
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create:
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success: "Request sent to user. Waiting for approval."
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join:
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success: "Joined session"
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leave:
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success: "Left session"
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approve:
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success: "Request approved"
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reject:
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success: "Request rejected"
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success: Request approved
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complete:
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success: "Session completed"
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success: Session completed
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create:
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success: Request sent to user. Waiting for approval.
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join:
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success: Joined session
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leave:
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success: Left session
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reject:
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success: Request rejected
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@ -4,7 +4,8 @@ en:
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cleans:
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show:
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description: Edit your data in the table below. Red cells are invalid.
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errors_notice: You have errors in your data. Hover over the error to see details.
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errors_notice: You have errors in your data. Hover over the error to see
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details.
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title: Clean your data
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configurations:
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show:
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@ -18,8 +19,8 @@ en:
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no_accounts: You don't have any accounts yet. Please create an account that
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we can use for (unassigned) rows in your CSV or go back to the Clean step
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and provide an account name we can use.
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unassigned_account: Need to create a new account for unassigned rows?
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rows_label: Rows
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unassigned_account: Need to create a new account for unassigned rows?
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show:
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account_mapping_description: Assign all of your imported file's accounts to
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Maybe's existing accounts. You can also add new accounts or leave them
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@ -2,12 +2,14 @@
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en:
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layouts:
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auth:
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or: or
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privacy_policy: Privacy Policy
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sign_in: sign in to your account
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sign_up: create an account
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terms_of_service: Terms of Service
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existing_account: Already have an account?
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no_account: New to Maybe?
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sign_in: Sign in
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sign_up: Create account
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your_account: Your account
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footer:
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privacy_policy: Privacy Policy
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terms_of_service: Terms of Service
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issues:
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action: How to fix this issue
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description: Issue Description
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28
config/locales/views/onboardings/en.yml
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28
config/locales/views/onboardings/en.yml
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---
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en:
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onboardings:
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header:
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sign_out: Log out
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preferences:
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currency: Currency
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date_format: Date format
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example: Example account
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locale: Language
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preview: Preview how data displays based on preferences.
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submit: Complete
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subtitle: Let's configure your preferences.
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title: Configure your preferences
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profile:
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country: Country
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first_name: First Name
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household_name: Household Name
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last_name: Last Name
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profile_image: Profile Image
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submit: Continue
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subtitle: Let's complete your profile.
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title: Let's set up the basics
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show:
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message: We’re really excited you’re here. In the next step we’ll ask you a
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few questions to complete your profile and then get you all set up.
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setup: Set up account
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title: Meet Maybe
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@ -7,8 +7,8 @@ en:
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allocation_chart:
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assets: Assets
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debts: Debts
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greeting: Welcome back, %{name}
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fallback_greeting: Welcome back, friend
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greeting: Welcome back, %{name}
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import: Import
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income: Income
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investing: Investing (coming soon...)
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@ -13,6 +13,7 @@ en:
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invalid_invite_code: Invalid invite code, please try again.
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success: You have signed up successfully.
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new:
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submit: Create account
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title: Create an account
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welcome_body: To get started, you must sign up for a new account. You will
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then be able to configure additional settings within the app.
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@ -10,6 +10,5 @@ en:
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email_placeholder: you@example.com
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forgot_password: Forgot your password?
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password: Password
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reset_password: Reset it
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submit: Log in
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title: Sign in to your account
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previous: Back
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preferences:
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show:
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country: Country
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currency: Currency
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date_format: Date format
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general_subtitle: Configure your preferences
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general_title: General
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language: Language
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page_title: Preferences
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theme_dark: Dark
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theme_light: Light
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theme_subtitle: Choose a preferred theme for the app (coming soon...)
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theme_system: System
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theme_title: Theme
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update:
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success: Preferences updated successfully.
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profiles:
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destroy:
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success: Account deleted successfully.
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show:
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confirm_delete:
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body: Are you sure you want to permanently delete your account? This action
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delete_account: Delete account
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delete_account_warning: Deleting your account will permanently remove all
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your data and cannot be undone.
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first_name: First Name
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household_form_input_placeholder: Enter household name
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household_form_label: Household name
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household_subtitle: Invite family members, partners and other inviduals. Invitees
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can login to your household and access your shared accounts.
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household_title: Household
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last_name: Last Name
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page_title: Account
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profile_image_choose: Choose
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profile_image_type: JPG, GIF or PNG. 5MB max.
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profile_subtitle: Customize how you appear on Maybe
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profile_title: Profile
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save: Save
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update:
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success: Profile updated successfully.
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user_avatar_field:
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accepted_formats: JPG or PNG. 5MB max.
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choose: Choose
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7
config/locales/views/users/en.yml
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7
config/locales/views/users/en.yml
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---
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en:
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users:
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destroy:
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success: Your account has been deleted.
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update:
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success: Your profile has been updated.
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@ -5,14 +5,23 @@ Rails.application.routes.draw do
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get "feedback", to: "pages#feedback"
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get "early-access", to: "pages#early_access"
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resource :registration
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resource :registration, only: %i[new create]
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resources :sessions, only: %i[new create destroy]
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resource :password_reset
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resource :password
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resource :password_reset, only: %i[new create edit update]
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resource :password, only: %i[edit update]
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resources :users, only: %i[update destroy]
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resource :onboarding, only: :show do
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collection do
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get :profile
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get :preferences
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end
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end
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namespace :settings do
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resource :profile, only: %i[show update destroy]
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resource :preferences, only: %i[show update]
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resource :profile, only: :show
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resource :preferences, only: :show
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resource :hosting, only: %i[show update]
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resource :billing, only: :show
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end
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