trypost/tests/Feature/Onboarding/OnboardingControllerTest.php
Paulo Castellano a78f5a96ae feat(onboarding): add "where you found us" referral-source step
Adds a single-select referral-source step between the goals and connect
steps of onboarding. The choice is stored on users.referral_source and
mirrored to PostHog, mirroring the existing persona and goals steps.

- ReferralSource enum (12 sources) + nullable users.referral_source column
- referralSource()/storeReferralSource() controller actions with the same
  self-hosted, subscribed, persona and goals guards as the sibling steps
- connect() now requires a referral source before rendering
- Single-select ReferralSource.vue page mirroring the goals step
- Localized across all 15 locales
2026-07-18 16:07:11 -03:00

588 lines
23 KiB
PHP

<?php
declare(strict_types=1);
use App\Actions\Billing\StartSubscriptionCheckout;
use App\Enums\Plan\Slug;
use App\Enums\SocialAccount\Platform;
use App\Enums\User\Goal;
use App\Enums\User\Persona;
use App\Enums\User\ReferralSource;
use App\Jobs\PostHog\SendEvent;
use App\Models\Account;
use App\Models\Plan;
use App\Models\SocialAccount;
use App\Models\User;
use App\Models\Workspace;
use Illuminate\Support\Facades\Bus;
beforeEach(function () {
config(['trypost.self_hosted' => false]);
$this->user = User::factory()->create();
});
/**
* Give the acting user a current workspace under their account.
*/
function onboardingWorkspace(User $user): Workspace
{
$workspace = Workspace::factory()->create([
'user_id' => $user->id,
'account_id' => $user->account_id,
]);
$user->update(['current_workspace_id' => $workspace->id]);
return $workspace;
}
function subscribeOnboardingAccount(Account $account): void
{
$account->subscriptions()->create([
'type' => Account::SUBSCRIPTION_NAME,
'stripe_id' => 'sub_'.fake()->uuid(),
'stripe_status' => 'active',
'stripe_price' => 'price_123',
]);
}
test('onboarding renders the persona selection for an unsubscribed account', function () {
$response = $this->actingAs($this->user)->get(route('app.onboarding'));
$response->assertOk();
$response->assertInertia(fn ($page) => $page
->component('onboarding/Index')
->has('personas', count(Persona::cases()))
);
});
test('onboarding redirects to calendar in self-hosted mode', function () {
config(['trypost.self_hosted' => true]);
$response = $this->actingAs($this->user)->get(route('app.onboarding'));
$response->assertRedirect(route('app.calendar'));
});
test('onboarding redirects to calendar when already subscribed', function () {
subscribeOnboardingAccount($this->user->account);
$response = $this->actingAs($this->user->fresh())->get(route('app.onboarding'));
$response->assertRedirect(route('app.calendar'));
});
test('onboarding store rejects an invalid persona', function () {
$response = $this->actingAs($this->user)->post(route('app.onboarding.store'), [
'persona' => 'not-a-persona',
]);
$response->assertSessionHasErrors('persona');
expect($this->user->fresh()->persona)->toBeNull();
});
test('onboarding store requires a persona', function () {
$response = $this->actingAs($this->user)->post(route('app.onboarding.store'), []);
$response->assertSessionHasErrors('persona');
});
test('onboarding store does nothing in self-hosted mode', function () {
config(['trypost.self_hosted' => true]);
$response = $this->actingAs($this->user)->post(route('app.onboarding.store'), [
'persona' => Persona::Agency->value,
]);
$response->assertRedirect(route('app.calendar'));
expect($this->user->fresh()->persona)->toBeNull();
});
test('onboarding store saves the persona, mirrors to PostHog and advances to the goals step', function () {
config(['services.posthog.enabled' => true, 'services.posthog.api_key' => 'phc_test']);
Bus::fake();
$response = $this->actingAs($this->user)->post(route('app.onboarding.store'), [
'persona' => Persona::Agency->value,
]);
$response->assertRedirect(route('app.onboarding.goals'));
expect($this->user->fresh()->persona)->toBe(Persona::Agency);
Bus::assertDispatched(SendEvent::class);
});
test('onboarding store redirects an already-subscribed account to the calendar', function () {
subscribeOnboardingAccount($this->user->account);
$response = $this->actingAs($this->user->fresh())->post(route('app.onboarding.store'), [
'persona' => Persona::Agency->value,
]);
$response->assertRedirect(route('app.calendar'));
expect($this->user->fresh()->persona)->toBeNull();
});
test('goals renders the goal selection for an account that picked a persona', function () {
$this->user->update(['persona' => Persona::Agency->value]);
$response = $this->actingAs($this->user->fresh())->get(route('app.onboarding.goals'));
$response->assertOk();
$response->assertInertia(fn ($page) => $page
->component('onboarding/Goals')
->has('goals', count(Goal::cases()))
);
});
test('goals redirects to the persona step when no persona was chosen', function () {
$response = $this->actingAs($this->user)->get(route('app.onboarding.goals'));
$response->assertRedirect(route('app.onboarding'));
});
test('goals redirects to calendar in self-hosted mode', function () {
config(['trypost.self_hosted' => true]);
$response = $this->actingAs($this->user)->get(route('app.onboarding.goals'));
$response->assertRedirect(route('app.calendar'));
});
test('goals redirects to calendar when already subscribed', function () {
subscribeOnboardingAccount($this->user->account);
$response = $this->actingAs($this->user->fresh())->get(route('app.onboarding.goals'));
$response->assertRedirect(route('app.calendar'));
});
test('goals store requires at least one goal', function () {
$this->user->update(['persona' => Persona::Agency->value]);
$response = $this->actingAs($this->user->fresh())->post(route('app.onboarding.goals.store'), ['goals' => []]);
$response->assertSessionHasErrors('goals');
expect($this->user->fresh()->goals)->toBeNull();
});
test('goals store rejects an invalid goal', function () {
$this->user->update(['persona' => Persona::Agency->value]);
$response = $this->actingAs($this->user->fresh())->post(route('app.onboarding.goals.store'), [
'goals' => ['not-a-goal'],
]);
$response->assertSessionHasErrors('goals.0');
});
test('goals store accepts any combination of valid goals', function () {
$this->user->update(['persona' => Persona::Agency->value]);
$response = $this->actingAs($this->user->fresh())->post(route('app.onboarding.goals.store'), [
'goals' => [Goal::JustExploring->value, Goal::SaveTime->value],
]);
$response->assertRedirect(route('app.onboarding.referral-source'));
expect($this->user->fresh()->goals)->toBe([Goal::JustExploring->value, Goal::SaveTime->value]);
});
test('goals store saves the goals, mirrors to PostHog and advances to the referral-source step', function () {
config(['services.posthog.enabled' => true, 'services.posthog.api_key' => 'phc_test']);
Bus::fake();
$this->user->update(['persona' => Persona::Agency->value]);
$response = $this->actingAs($this->user->fresh())->post(route('app.onboarding.goals.store'), [
'goals' => [Goal::SaveTime->value, Goal::AiContent->value],
]);
$response->assertRedirect(route('app.onboarding.referral-source'));
expect($this->user->fresh()->goals)->toBe([Goal::SaveTime->value, Goal::AiContent->value]);
Bus::assertDispatched(SendEvent::class);
});
test('goals store saves just exploring on its own as a real signal', function () {
config(['services.posthog.enabled' => true, 'services.posthog.api_key' => 'phc_test']);
Bus::fake();
$this->user->update(['persona' => Persona::Agency->value]);
$response = $this->actingAs($this->user->fresh())->post(route('app.onboarding.goals.store'), [
'goals' => [Goal::JustExploring->value],
]);
$response->assertRedirect(route('app.onboarding.referral-source'));
expect($this->user->fresh()->goals)->toBe([Goal::JustExploring->value]);
Bus::assertDispatched(SendEvent::class);
});
test('goals store redirects to the persona step when no persona was chosen', function () {
$response = $this->actingAs($this->user)->post(route('app.onboarding.goals.store'), [
'goals' => [Goal::SaveTime->value],
]);
$response->assertRedirect(route('app.onboarding'));
expect($this->user->fresh()->goals)->toBeNull();
});
test('goals store does nothing in self-hosted mode', function () {
config(['trypost.self_hosted' => true]);
$this->user->update(['persona' => Persona::Agency->value]);
$response = $this->actingAs($this->user->fresh())->post(route('app.onboarding.goals.store'), [
'goals' => [Goal::SaveTime->value],
]);
$response->assertRedirect(route('app.calendar'));
expect($this->user->fresh()->goals)->toBeNull();
});
test('referral source renders the source selection for an account that picked persona and goals', function () {
$this->user->update(['persona' => Persona::Agency->value, 'goals' => [Goal::SaveTime->value]]);
$response = $this->actingAs($this->user->fresh())->get(route('app.onboarding.referral-source'));
$response->assertOk();
$response->assertInertia(fn ($page) => $page
->component('onboarding/ReferralSource')
->has('sources', count(ReferralSource::cases()))
);
});
test('referral source redirects to the persona step when no persona was chosen', function () {
$response = $this->actingAs($this->user)->get(route('app.onboarding.referral-source'));
$response->assertRedirect(route('app.onboarding'));
});
test('referral source redirects to the goals step when a persona was chosen but no goals', function () {
$this->user->update(['persona' => Persona::Agency->value]);
$response = $this->actingAs($this->user->fresh())->get(route('app.onboarding.referral-source'));
$response->assertRedirect(route('app.onboarding.goals'));
});
test('referral source redirects to calendar in self-hosted mode', function () {
config(['trypost.self_hosted' => true]);
$response = $this->actingAs($this->user)->get(route('app.onboarding.referral-source'));
$response->assertRedirect(route('app.calendar'));
});
test('referral source redirects to calendar when already subscribed', function () {
subscribeOnboardingAccount($this->user->account);
$response = $this->actingAs($this->user->fresh())->get(route('app.onboarding.referral-source'));
$response->assertRedirect(route('app.calendar'));
});
test('referral source store requires a source', function () {
$this->user->update(['persona' => Persona::Agency->value, 'goals' => [Goal::SaveTime->value]]);
$response = $this->actingAs($this->user->fresh())->post(route('app.onboarding.referral-source.store'), []);
$response->assertSessionHasErrors('referral_source');
expect($this->user->fresh()->referral_source)->toBeNull();
});
test('referral source store rejects an invalid source', function () {
$this->user->update(['persona' => Persona::Agency->value, 'goals' => [Goal::SaveTime->value]]);
$response = $this->actingAs($this->user->fresh())->post(route('app.onboarding.referral-source.store'), [
'referral_source' => 'not-a-source',
]);
$response->assertSessionHasErrors('referral_source');
expect($this->user->fresh()->referral_source)->toBeNull();
});
test('referral source store saves the source, mirrors to PostHog and advances to the connect step', function () {
config(['services.posthog.enabled' => true, 'services.posthog.api_key' => 'phc_test']);
Bus::fake();
$this->user->update(['persona' => Persona::Agency->value, 'goals' => [Goal::SaveTime->value]]);
$response = $this->actingAs($this->user->fresh())->post(route('app.onboarding.referral-source.store'), [
'referral_source' => ReferralSource::ProductHunt->value,
]);
$response->assertRedirect(route('app.onboarding.connect'));
expect($this->user->fresh()->referral_source)->toBe(ReferralSource::ProductHunt);
Bus::assertDispatched(SendEvent::class);
});
test('referral source store redirects to the persona step when no persona was chosen', function () {
$response = $this->actingAs($this->user)->post(route('app.onboarding.referral-source.store'), [
'referral_source' => ReferralSource::Google->value,
]);
$response->assertRedirect(route('app.onboarding'));
expect($this->user->fresh()->referral_source)->toBeNull();
});
test('referral source store redirects to the goals step when no goals were chosen', function () {
$this->user->update(['persona' => Persona::Agency->value]);
$response = $this->actingAs($this->user->fresh())->post(route('app.onboarding.referral-source.store'), [
'referral_source' => ReferralSource::Google->value,
]);
$response->assertRedirect(route('app.onboarding.goals'));
expect($this->user->fresh()->referral_source)->toBeNull();
});
test('referral source store does nothing in self-hosted mode', function () {
config(['trypost.self_hosted' => true]);
$this->user->update(['persona' => Persona::Agency->value, 'goals' => [Goal::SaveTime->value]]);
$response = $this->actingAs($this->user->fresh())->post(route('app.onboarding.referral-source.store'), [
'referral_source' => ReferralSource::Google->value,
]);
$response->assertRedirect(route('app.calendar'));
expect($this->user->fresh()->referral_source)->toBeNull();
});
test('referral source store redirects an already-subscribed account to the calendar', function () {
subscribeOnboardingAccount($this->user->account);
$response = $this->actingAs($this->user->fresh())->post(route('app.onboarding.referral-source.store'), [
'referral_source' => ReferralSource::Google->value,
]);
$response->assertRedirect(route('app.calendar'));
expect($this->user->fresh()->referral_source)->toBeNull();
});
test('connect redirects to the referral-source step when persona and goals chosen but no source', function () {
$this->user->update(['persona' => Persona::Agency->value, 'goals' => [Goal::SaveTime->value]]);
onboardingWorkspace($this->user);
$response = $this->actingAs($this->user->fresh())->get(route('app.onboarding.connect'));
$response->assertRedirect(route('app.onboarding.referral-source'));
});
test('connect redirects to the goals step when a persona was chosen but no goals', function () {
$this->user->update(['persona' => Persona::Agency->value]);
onboardingWorkspace($this->user);
$response = $this->actingAs($this->user->fresh())->get(route('app.onboarding.connect'));
$response->assertRedirect(route('app.onboarding.goals'));
});
test('connect renders the network grid for an unsubscribed account that picked a persona', function () {
$this->user->update(['persona' => Persona::Agency->value, 'goals' => [Goal::SaveTime->value], 'referral_source' => ReferralSource::Google->value]);
onboardingWorkspace($this->user);
$response = $this->actingAs($this->user->fresh())->get(route('app.onboarding.connect'));
$response->assertOk();
$response->assertInertia(fn ($page) => $page
->component('onboarding/Connect')
->has('platforms')
->has('platforms.0.network')
->has('accounts')
);
});
test('connect passes the workspace plan so the client can fire begin_checkout', function () {
$this->user->update(['persona' => Persona::Agency->value, 'goals' => [Goal::SaveTime->value], 'referral_source' => ReferralSource::Google->value]);
onboardingWorkspace($this->user);
$plan = Plan::where('slug', Slug::Workspace)->firstOrFail();
$response = $this->actingAs($this->user->fresh())->get(route('app.onboarding.connect'));
$response->assertOk();
$response->assertInertia(fn ($page) => $page
->component('onboarding/Connect')
->where('plan.name', $plan->name)
->where('plan.interval', 'monthly')
);
});
test('connect offers a single linkedin card and no standalone linkedin page card', function () {
$this->user->update(['persona' => Persona::Agency->value, 'goals' => [Goal::SaveTime->value], 'referral_source' => ReferralSource::Google->value]);
onboardingWorkspace($this->user);
$response = $this->actingAs($this->user->fresh())->get(route('app.onboarding.connect'));
$response->assertOk();
$response->assertInertia(fn ($page) => $page
->component('onboarding/Connect')
->where('platforms', fn ($platforms) => collect($platforms)->contains('value', Platform::LinkedIn->value)
&& ! collect($platforms)->contains('value', Platform::LinkedInPage->value)
)
);
});
test('connect lists the workspace social accounts already connected', function () {
$this->user->update(['persona' => Persona::Agency->value, 'goals' => [Goal::SaveTime->value], 'referral_source' => ReferralSource::Google->value]);
$workspace = onboardingWorkspace($this->user);
SocialAccount::factory()->create(['workspace_id' => $workspace->id]);
$response = $this->actingAs($this->user->fresh())->get(route('app.onboarding.connect'));
$response->assertOk();
$response->assertInertia(fn ($page) => $page
->component('onboarding/Connect')
->has('accounts', 1)
);
});
test('connect redirects back to the persona step when no persona was chosen', function () {
onboardingWorkspace($this->user);
$response = $this->actingAs($this->user->fresh())->get(route('app.onboarding.connect'));
$response->assertRedirect(route('app.onboarding'));
});
test('connect redirects to calendar in self-hosted mode', function () {
config(['trypost.self_hosted' => true]);
$response = $this->actingAs($this->user)->get(route('app.onboarding.connect'));
$response->assertRedirect(route('app.calendar'));
});
test('connect redirects to calendar when already subscribed', function () {
subscribeOnboardingAccount($this->user->account);
$response = $this->actingAs($this->user->fresh())->get(route('app.onboarding.connect'));
$response->assertRedirect(route('app.calendar'));
});
test('checkout blocks and redirects back when no network is connected', function () {
$this->user->update(['persona' => Persona::Agency->value, 'goals' => [Goal::SaveTime->value]]);
onboardingWorkspace($this->user);
$this->mock(StartSubscriptionCheckout::class)
->shouldReceive('redirect')
->never();
$response = $this->actingAs($this->user->fresh())->post(route('app.onboarding.checkout'));
$response->assertRedirect(route('app.onboarding.connect'));
});
test('checkout starts monthly checkout once at least one network is connected', function () {
$this->user->update(['persona' => Persona::Agency->value, 'goals' => [Goal::SaveTime->value]]);
$workspace = onboardingWorkspace($this->user);
SocialAccount::factory()->create(['workspace_id' => $workspace->id]);
Plan::where('slug', Slug::Workspace)->firstOrFail()->update([
'stripe_monthly_price_id' => 'price_monthly_test',
'stripe_yearly_price_id' => 'price_yearly_test',
]);
$this->mock(StartSubscriptionCheckout::class)
->shouldReceive('redirect')
->once()
->withArgs(fn (Account $account, string $priceId, string $cancelUrl): bool => $priceId === 'price_monthly_test')
->andReturn(redirect()->route('app.calendar'));
$response = $this->actingAs($this->user->fresh())->post(route('app.onboarding.checkout'));
$response->assertRedirect(route('app.calendar'));
});
test('checkout redirects an already-subscribed account to the calendar', function () {
subscribeOnboardingAccount($this->user->account);
$this->mock(StartSubscriptionCheckout::class)
->shouldReceive('redirect')
->never();
$response = $this->actingAs($this->user->fresh())->post(route('app.onboarding.checkout'));
$response->assertRedirect(route('app.calendar'));
});
test('checkout does nothing in self-hosted mode', function () {
config(['trypost.self_hosted' => true]);
$this->mock(StartSubscriptionCheckout::class)
->shouldReceive('redirect')
->never();
$response = $this->actingAs($this->user)->post(route('app.onboarding.checkout'));
$response->assertRedirect(route('app.calendar'));
});
test('connect redirects to workspace creation when no workspace exists', function () {
$this->user->update(['persona' => Persona::Agency->value, 'goals' => [Goal::SaveTime->value], 'referral_source' => ReferralSource::Google->value]);
$response = $this->actingAs($this->user->fresh())->get(route('app.onboarding.connect'));
$response->assertRedirect(route('app.workspaces.create'));
});
test('a user walks the full onboarding flow from the account gate to stripe checkout', function () {
Plan::where('slug', Slug::Workspace)->firstOrFail()->update(['stripe_monthly_price_id' => 'price_monthly_test']);
$workspace = onboardingWorkspace($this->user);
// The account gate sends an unsubscribed user into onboarding.
$this->actingAs($this->user->fresh())->get(route('app.calendar'))
->assertRedirect(route('app.onboarding'));
// Persona advances to goals.
$this->actingAs($this->user->fresh())->post(route('app.onboarding.store'), ['persona' => Persona::Creator->value])
->assertRedirect(route('app.onboarding.goals'));
// Goals advances to the referral-source step.
$this->actingAs($this->user->fresh())->post(route('app.onboarding.goals.store'), [
'goals' => [Goal::AiContent->value, Goal::SaveTime->value],
])->assertRedirect(route('app.onboarding.referral-source'));
// Referral source advances to connect.
$this->actingAs($this->user->fresh())->post(route('app.onboarding.referral-source.store'), [
'referral_source' => ReferralSource::Friend->value,
])->assertRedirect(route('app.onboarding.connect'));
// Connect renders now that persona, goals, a source and a workspace are present.
$this->actingAs($this->user->fresh())->get(route('app.onboarding.connect'))->assertOk();
// Checkout blocks until a network is connected.
$this->actingAs($this->user->fresh())->post(route('app.onboarding.checkout'))
->assertRedirect(route('app.onboarding.connect'));
// Once a network is connected, checkout hands off to Stripe.
SocialAccount::factory()->create(['workspace_id' => $workspace->id]);
$this->mock(StartSubscriptionCheckout::class)
->shouldReceive('redirect')
->once()
->andReturn(redirect('https://checkout.stripe.test/session'));
$this->actingAs($this->user->fresh())->post(route('app.onboarding.checkout'))
->assertRedirect('https://checkout.stripe.test/session');
expect($this->user->fresh()->persona)->toBe(Persona::Creator);
expect($this->user->fresh()->goals)->toBe([Goal::AiContent->value, Goal::SaveTime->value]);
expect($this->user->fresh()->referral_source)->toBe(ReferralSource::Friend);
});
test('a self-hosted user never enters the onboarding flow', function () {
config(['trypost.self_hosted' => true]);
onboardingWorkspace($this->user);
// The app is reachable directly, with no subscription.
$this->actingAs($this->user->fresh())->get(route('app.calendar'))->assertOk();
// Every onboarding step just bounces to the calendar.
foreach (['app.onboarding', 'app.onboarding.goals', 'app.onboarding.referral-source', 'app.onboarding.connect'] as $routeName) {
$this->actingAs($this->user->fresh())->get(route($routeName))->assertRedirect(route('app.calendar'));
}
});