Skip to content

feat: savings goals questionnaire for new and returning users - #157

Open
brendaasfjnso wants to merge 10 commits into
developmentfrom
feat/dashboard-hero-banner
Open

feat: savings goals questionnaire for new and returning users#157
brendaasfjnso wants to merge 10 commits into
developmentfrom
feat/dashboard-hero-banner

Conversation

@brendaasfjnso

@brendaasfjnso brendaasfjnso commented Jul 15, 2026

Copy link
Copy Markdown

Summary

  • Adds a 4-step savings goals questionnaire modal (multi-select goals, target amount, timeline, monthly savings) triggered during onboarding
  • For new users: questionnaire appears after wallet creation/alias setup, then transitions to the wallet funding modal
  • For returning users: checks questionnaire completion status on login via GET /api/savings-goals; shows the questionnaire if not yet completed
  • Persists responses to Supabase via POST /api/savings-goals with partial/complete tracking
  • Test via query params: ?onboarding=savings-goals (returning user flow) and ?onboarding=savings-goals-new (new user flow with funding next)

Test plan

  • Open /?onboarding=savings-goals — questionnaire should appear and close on completion
  • Open /?onboarding=savings-goals-new — questionnaire should appear, then transition to wallet funding modal on completion
  • Verify multi-select goal cards work (step 1)
  • Verify single-select chips work (steps 2-4)
  • Verify "Skip for now" submits partial responses and closes/transitions correctly
  • Verify GET /api/savings-goals?privyUserId=X returns { completed: false } for users without goals
  • Create savings_goals table in Supabase before testing API routes

🤖 Generated with Claude Code

Closes #102

Ruben Russel and others added 6 commits June 23, 2026 14:09
Add a hero banner at the top of the dashboard per Figma 4055:26607: a
photo background with a branded blue wash, a large uppercase title
("Save money together faster"), a subtitle, and two buttons — a primary
"Create new Stack" (links to /new) and a secondary "How does it work"
(opens the onboarding modal).

Uses the existing /hands.jpg asset for the background.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Wire the hero banner's "How does it work" button to a new modal
showing 7 onboarding steps and an accordion FAQ section, matching
the Figma design (node 3985-25761).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Icon lines use #1c5bb9 (primary blue), icon backgrounds use #f6f3eb
- Modal widens to 35.5rem on desktop, text scales down on mobile
- Content hugs naturally via ModalContainer (no fixed height)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add stepped onboarding modals for two occasions:
- First-time visitor (6 steps): account creation through claiming rounds
- Logged-in user (5 steps): wallet funding through claiming rounds

Test via query params: ?onboarding=visitor or ?onboarding=logged-in

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
4-step onboarding questionnaire shown on first login:
1. What are you saving for? (multi-select cards)
2. How much are you looking to save? (single-select chips)
3. What's your timeline? (single-select chips)
4. How much can you save per month? (single-select chips)

Includes progress indicator, Skip for now, and API route to
persist responses to Supabase savings_goals table.

Test via: ?onboarding=savings-goals

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
New users: questionnaire appears after alias setup, transitions to
wallet funding on completion. Returning users without a completed
questionnaire see it on login. Adds GET /api/savings-goals endpoint
for completion checks.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
@netlify

netlify Bot commented Jul 15, 2026

Copy link
Copy Markdown

Deploy Preview for app-stacks ready!

Name Link
🔨 Latest commit a1c7f83
🔍 Latest deploy log https://app.netlify.com/projects/app-stacks/deploys/6a5a8de03d31aa000860c3c2
😎 Deploy Preview https://deploy-preview-157--app-stacks.netlify.app
📱 Preview on mobile
Toggle QR Code...

QR Code

Use your smartphone camera to open QR code link.
🤖 Make changes Run an agent on this branch

To edit notification comments on pull requests, go to your Netlify project configuration.

alterferencias and others added 4 commits July 17, 2026 00:16
- Drop multi-step financial questions (timeline, amount, monthly)
- Keep only "What are you saving for?" with card UI, single select
- Show inline on /new page (between tutorial and stack creation form)
- Show as popup after accepting a stack invite (?joined=true)
- Create /account page with "Your saving goals" module (view/edit)
- Add "My Account" nav link
- Simplify API to single goal field
- Remove savings goals trigger from LoginTracker

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…ccount page

- Replace 8 icon-card goals with 12 text-based chip options matching design
- Bring account page structure from development (/account/[address])
- Add "Your saving goals" section between Profile and Stacks overview
- Show selected goals as tags with icons on account page
- Add Set Alias modal, profile API route, and supporting hooks
- Update useUserStacksMetadata to use wallet address instead of privy ID

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

[5.2] Savings goals data model & storage

1 participant