---
phase: 32-multi-step-onboarding-wizard
plan: 01
subsystem: ui

tags: [react, onboarding, wizard, vitest, testing-library]

requires:
  - phase: 31-puter.js-zero-config-cloud
    provides: provider selection step, puter/google/apiKey credential capture in wizard state

provides:
  - OnboardingSummaryStep component — read-only review card showing hardware, mode, provider, root dir
  - Skip buttons on steps 1 and 2 (step 3 already had skip via ProviderSelectionStep)
  - Step 4 "Review & finish" + "Skip to summary" buttons advancing to step 5
  - Step 5 summary screen wired into NexusOnboardingWizard
  - handleStartChat function creating workspace then opening chat panel (ONBD-06)
  - Step indicator shows "Summary" on step 5 instead of "Step 5 of 4"
  - deriveProviderLabel helper for human-readable provider display

affects: [onboarding, chat-panel, dashboard-navigation]

tech-stack:
  added: []
  patterns:
    - OnboardingSummaryStep uses SummaryRow internal subcomponent for label-value pairs
    - createWorkspace() refactored out of handleSubmit/handleStartChat to avoid duplication
    - renderToStaticMarkup + fireEvent pattern for jsdom component tests without jest-dom

key-files:
  created:
    - ui/src/components/onboarding/OnboardingSummaryStep.tsx
    - ui/src/components/onboarding/OnboardingSummaryStep.test.tsx
  modified:
    - ui/src/components/NexusOnboardingWizard.tsx

key-decisions:
  - "createWorkspace() helper extracted so both handleSubmit and handleStartChat share workspace creation without duplication"
  - "Tests use renderToStaticMarkup for static assertions + @testing-library/react fireEvent for click tests (no jest-dom or user-event available)"
  - "Step 4 form submit removed — replaced with button advancing to step 5; actual workspace creation deferred to summary CTA"

patterns-established:
  - "SummaryRow: internal non-exported subcomponent rendering label-value pair with optional mono font"
  - "deriveProviderLabel: pure function mapping provider state to display string, placed outside component"

requirements-completed: [ONBD-04, ONBD-05, ONBD-06]

duration: 4min
completed: 2026-04-01
---

# Phase 32 Plan 01: Multi-Step Onboarding Wizard Summary

**5-step onboarding wizard with skip buttons on steps 1/2/4, summary screen as step 5, and "Start chatting" CTA that creates workspace then opens chat panel.**

## Performance

- **Duration:** 4 min
- **Started:** 2026-04-03T21:32:00Z
- **Completed:** 2026-04-03T21:36:00Z
- **Tasks:** 2
- **Files modified:** 3

## Accomplishments

- Created `OnboardingSummaryStep` component rendering hardware tier, mode, provider, and root directory in a bordered card with "Start chatting" CTA
- Added skip buttons on steps 1 (hardware), 2 (mode), and 4 (root dir) — fulfilling ONBD-04
- Wired summary as step 5 in `NexusOnboardingWizard` with step indicator showing "Summary" instead of "Step 5 of 4"
- Implemented `handleStartChat` that calls `createWorkspace()` then `setChatOpen(true)` after navigation — fulfilling ONBD-06
- Refactored shared workspace creation into `createWorkspace()` helper used by both submit paths
- 6 unit tests pass covering rendering, conditional root dir row, error display, click handler, loading/disabled state

## Task Commits

1. **Task 1: Create OnboardingSummaryStep component and tests** - `c0d7ea5a` (feat)
2. **Task 2: Wire summary step into wizard, add skip buttons, connect chat handoff** - `47630e53` (feat)

**Plan metadata:** (docs commit follows)

## Files Created/Modified

- `ui/src/components/onboarding/OnboardingSummaryStep.tsx` — Read-only summary card with SummaryRow subcomponent and Start chatting CTA
- `ui/src/components/onboarding/OnboardingSummaryStep.test.tsx` — 6 unit tests using renderToStaticMarkup + fireEvent
- `ui/src/components/NexusOnboardingWizard.tsx` — 5-step wizard with skip on 1/2/4, summary on step 5, createWorkspace helper, handleStartChat with setChatOpen(true)

## Deviations from Plan

### Auto-fixed Issues

**1. [Rule 1 - Bug] Replaced @testing-library/user-event with fireEvent**
- **Found during:** Task 1
- **Issue:** `@testing-library/user-event` is not installed in the project; only `@testing-library/react` and `renderToStaticMarkup` patterns are used
- **Fix:** Rewrote tests to use `renderToStaticMarkup` for static rendering assertions and `fireEvent.click` from `@testing-library/react` for interaction tests; also added `cleanup()` after each test to isolate renders
- **Files modified:** `ui/src/components/onboarding/OnboardingSummaryStep.test.tsx`
- **Commit:** c0d7ea5a

## Known Stubs

None — all rows display live wizard state passed as props.

## Self-Check: PASSED
