[sc-8028] new onboarding form in hubspot (#1179)

* [sc-8028]: onboarding form updates - rewording and new options on use case question - new learn about us question - no more hosting question * Remove join button from magic component This magic component is used for both account creation and invitations. Having a `join` button was not a problem for invitation, but it was not an option for regular account creation. So we improved the error management flow of this step, and we put it back automatic.
nuclia · Dec 8, 2023 · 080ff6a · 080ff6a
1 parent d92aee6
commit 080ff6a
Show file tree

Hide file tree

Showing 13 changed files with 385 additions and 178 deletions.
diff --git a/libs/user/src/assets/i18n/ca.json b/libs/user/src/assets/i18n/ca.json
@@ -38,6 +38,8 @@
 	"login.title": "Benvinguts a Nuclia",
 	"login.token_expired": "El testimoni ha caducat",
 	"login.try_again": "Torna-ho a intentar o recupera la contrasenya.",
+	"onboarding.failed": "S'ha produït un error, poseu-vos en contacte amb el vostre administrador.",
+	"onboarding.loading": "S'està carregant…",
 	"onboarding.next-button": "Pròxim",
 	"onboarding.setting-up.account_creation": "Creació del compte...",
 	"onboarding.setting-up.import_dataset": "S'està important el vostre conjunt de dades...",
@@ -48,20 +50,24 @@
 	"onboarding.setting-up-upload.subtitle": "Carregueu les vostres dades al següent pas i, un cop processades, estaràs preparat per a la teva primera cerca.",
 	"onboarding.setting-up-upload.title": "Preparem-nos per importar les vostres dades",
 	"onboarding.step1.company": "Nom de la companyia",
-	"onboarding.step1.host_db.help": "Camp necessari. Això no afecta la vostra experiència d'usuari.",
-	"onboarding.step1.host_db.label": "Voleu allotjar la base de dades a la vostra infraestructura?",
-	"onboarding.step1.host_db.no": "No, prefereixo utilitzar el núvol de Nuclia",
-	"onboarding.step1.host_db.yes": "Sí, allotjaré NucliaDB a la meva infraestructura",
 	"onboarding.step1.invalid_phone_code": "Codi invàlid",
 	"onboarding.step1.invalid_phone_number": "Número de telèfon no vàlid",
+	"onboarding.step1.learn-about-us.article": "Article / publicació",
+	"onboarding.step1.learn-about-us.event": "Esdeveniment",
+	"onboarding.step1.learn-about-us.github": "GitHub",
+	"onboarding.step1.learn-about-us.label": "Com vas conèixer per primera vegada de nosaltres?",
+	"onboarding.step1.learn-about-us.other": "Altre",
+	"onboarding.step1.learn-about-us.web": "Cerca web",
 	"onboarding.step1.org_size": "Quina és la mida de la teva empresa?",
 	"onboarding.step1.phone": "Número de telèfon",
 	"onboarding.step1.subtitle": "Un parell de preguntes ràpides i us posarem en marxa.",
 	"onboarding.step1.title": "Benvinguts a Nuclia! 👋 ",
 	"onboarding.step1.updates": "Obteniu actualitzacions ocasionals sobre Nuclia",
-	"onboarding.step1.use_case.ai_training": "Entrenament del model d'IA",
+	"onboarding.step1.use_case.ai_classification": "Classificació automàtica",
+	"onboarding.step1.use_case.ai_training": "Ajustar el meu propi model d'IA",
+	"onboarding.step1.use_case.document_summarization": "Resum de documents",
 	"onboarding.step1.use_case.global_search": "Cerca global de llocs",
-	"onboarding.step1.use_case.label": "Quin és el vostre cas d'ús principal?",
+	"onboarding.step1.use_case.label": "Quin és el teu objectiu amb la IA generativa?",
 	"onboarding.step1.use_case.other": "Un altre",
 	"onboarding.step1.use_case.research_analysis": "Recerca i anàlisi",
 	"onboarding.step1.use_case.support": "Suport al client/empleat",

diff --git a/libs/user/src/assets/i18n/de.json b/libs/user/src/assets/i18n/de.json
@@ -38,6 +38,7 @@
 	"login.title": "Willkommen in Nuclia",
 	"login.token_expired": "Token ist abgelaufen",
 	"login.try_again": "Bitte versuchen Sie es erneut oder setzen Sie Ihr Passwort unten zurück.",
+	"onboarding.loading": "Wird geladen…",
 	"onboarding.next-button": "Nächster",
 	"onboarding.setting-up.account_creation": "Konto-Erstellung…",
 	"onboarding.setting-up.import_dataset": "Importieren Ihres Datensatzes...",
@@ -48,20 +49,24 @@
 	"onboarding.setting-up-upload.subtitle": "Laden Sie im nächsten Schritt Ihre Daten hoch und nach der Verarbeitung sind Sie für Ihre erste Suche bereit.",
 	"onboarding.setting-up-upload.title": "Machen wir uns bereit für den Import Ihrer Daten",
 	"onboarding.step1.company": "Name der Firma",
-	"onboarding.step1.host_db.help": "Pflichtfeld. Dies hat keinen Einfluss auf das Benutzererlebnis.",
-	"onboarding.step1.host_db.label": "Möchten Sie die Datenbank in Ihrer Infrastruktur hosten?",
-	"onboarding.step1.host_db.no": "Nein, ich nutze lieber die Cloud von Nuclia",
-	"onboarding.step1.host_db.yes": "Ja, ich werde NucliaDB in meiner Infrastruktur hosten",
 	"onboarding.step1.invalid_phone_code": "Ungültiger Code",
 	"onboarding.step1.invalid_phone_number": "Ungültige Telefonnummer",
+	"onboarding.step1.learn-about-us.article": "Artikel / Veröffentlichung",
+	"onboarding.step1.learn-about-us.event": "Veranstaltung",
+	"onboarding.step1.learn-about-us.github": "GitHub",
+	"onboarding.step1.learn-about-us.label": "Wie haben Sie zum ersten Mal von uns erfahren?",
+	"onboarding.step1.learn-about-us.other": "Andere",
+	"onboarding.step1.learn-about-us.web": "Web-Suche",
 	"onboarding.step1.org_size": "Wie groß ist Ihr Unternehmen?",
 	"onboarding.step1.phone": "Telefonnummer",
 	"onboarding.step1.subtitle": "Ein paar kurze Fragen und schon können Sie loslegen.",
 	"onboarding.step1.title": "Willkommen in Nuclia! 👋 ",
 	"onboarding.step1.updates": "Erhalten Sie gelegentlich Updates über Nuclia",
-	"onboarding.step1.use_case.ai_training": "KI-Modelltraining",
+	"onboarding.step1.use_case.ai_classification": "Automatische Klassifizierung",
+	"onboarding.step1.use_case.ai_training": "Feinabstimmung meines eigenen KI-Modells",
+	"onboarding.step1.use_case.document_summarization": "Zusammenfassung des Dokuments",
 	"onboarding.step1.use_case.global_search": "Globale Site-Suche",
-	"onboarding.step1.use_case.label": "Was ist Ihr Hauptanwendungsfall?",
+	"onboarding.step1.use_case.label": "Was ist Ihr Ziel mit generativer KI?",
 	"onboarding.step1.use_case.other": "Andere",
 	"onboarding.step1.use_case.research_analysis": "Forschung und Analyse",
 	"onboarding.step1.use_case.support": "Kunden-/Mitarbeiterbetreuung",

diff --git a/libs/user/src/assets/i18n/en.json b/libs/user/src/assets/i18n/en.json
@@ -38,6 +38,8 @@
 	"login.title": "Welcome to Nuclia",
 	"login.token_expired": "Token has expired",
 	"login.try_again": "Please try again or reset your password below.",
+	"onboarding.failed": "Something went wrong, please contact your administrator.",
+	"onboarding.loading": "Loading…",
 	"onboarding.next-button": "Next",
 	"onboarding.setting-up.account_creation": "Account creation…",
 	"onboarding.setting-up.import_dataset": "Importing your sample dataset...",
@@ -48,20 +50,24 @@
 	"onboarding.setting-up-upload.subtitle": "Upload your data in the next step, and once processed, you'll be ready for your first search.",
 	"onboarding.setting-up-upload.title": "Let's get ready to import your data",
 	"onboarding.step1.company": "Company name",
-	"onboarding.step1.host_db.help": "Required field. This does not affect your users experience.",
-	"onboarding.step1.host_db.label": "Will you want to host the database in your infrastructure?",
-	"onboarding.step1.host_db.no": "No, I prefer to use Nuclia’s cloud",
-	"onboarding.step1.host_db.yes": "Yes, I will host NucliaDB in my infrastructure",
 	"onboarding.step1.invalid_phone_code": "Invalid code",
 	"onboarding.step1.invalid_phone_number": "Invalid phone number",
+	"onboarding.step1.learn-about-us.article": "Article / publication",
+	"onboarding.step1.learn-about-us.event": "Event",
+	"onboarding.step1.learn-about-us.github": "GitHub",
+	"onboarding.step1.learn-about-us.label": "How did you first learn about us?",
+	"onboarding.step1.learn-about-us.other": "Other",
+	"onboarding.step1.learn-about-us.web": "Web search",
 	"onboarding.step1.org_size": "What is your company size?",
 	"onboarding.step1.phone": "Phone number",
 	"onboarding.step1.subtitle": "A couple of quick questions, and we'll get you started.",
 	"onboarding.step1.title": "Welcome to Nuclia! 👋",
 	"onboarding.step1.updates": "Get occasional updates about Nuclia",
-	"onboarding.step1.use_case.ai_training": "AI model training",
+	"onboarding.step1.use_case.ai_classification": "Automatic classification",
+	"onboarding.step1.use_case.ai_training": "Fine-tune my own AI model",
+	"onboarding.step1.use_case.document_summarization": "Document summarization",
 	"onboarding.step1.use_case.global_search": "Global site search",
-	"onboarding.step1.use_case.label": "What is your main use case?",
+	"onboarding.step1.use_case.label": "What is your goal with Generative AI?",
 	"onboarding.step1.use_case.other": "Other",
 	"onboarding.step1.use_case.research_analysis": "Research & Analysis",
 	"onboarding.step1.use_case.support": "Customer / employee support",

diff --git a/libs/user/src/assets/i18n/es.json b/libs/user/src/assets/i18n/es.json
@@ -38,6 +38,8 @@
 	"login.title": "Bienvenidos a Nuclia",
 	"login.token_expired": "El token ha caducado",
 	"login.try_again": "Vuelva a intentarlo o recupera la contraseña.",
+	"onboarding.failed": "Algo salió mal, comuníquese con su administrador.",
+	"onboarding.loading": "Cargando…",
 	"onboarding.next-button": "Siguiente",
 	"onboarding.setting-up.account_creation": "Creación de cuenta…",
 	"onboarding.setting-up.import_dataset": "Importando su conjunto de datos...",
@@ -48,20 +50,24 @@
 	"onboarding.setting-up-upload.subtitle": "Cargue sus datos en el siguiente paso y, una vez procesados, estará listo para su primera búsqueda.",
 	"onboarding.setting-up-upload.title": "Preparémonos para importar tus datos.",
 	"onboarding.step1.company": "Nombre de empresa",
-	"onboarding.step1.host_db.help": "Campo requerido. Esto no afecta la experiencia de sus usuarios.",
-	"onboarding.step1.host_db.label": "¿Querrá alojar la base de datos en su infraestructura?",
-	"onboarding.step1.host_db.no": "No, prefiero usar la nube de Nuclia",
-	"onboarding.step1.host_db.yes": "Sí, alojaré NucliaDB en mi infraestructura",
 	"onboarding.step1.invalid_phone_code": "Codigo invalido",
 	"onboarding.step1.invalid_phone_number": "Numero de telefono invalido",
+	"onboarding.step1.learn-about-us.article": "Artículo / publicación",
+	"onboarding.step1.learn-about-us.event": "Evento",
+	"onboarding.step1.learn-about-us.github": "GitHub",
+	"onboarding.step1.learn-about-us.label": "¿Cómo supiste de nosotros por primera vez?",
+	"onboarding.step1.learn-about-us.other": "Otro",
+	"onboarding.step1.learn-about-us.web": "Búsqueda Web",
 	"onboarding.step1.org_size": "¿Cuál es el tamaño de su empresa?",
 	"onboarding.step1.phone": "Número de teléfono",
 	"onboarding.step1.subtitle": "Un par de preguntas rápidas y lo ayudaremos a comenzar.",
 	"onboarding.step1.title": "¡Bienvenidos a Nuclia! 👋 ",
 	"onboarding.step1.updates": "Recibe actualizaciones ocasionales sobre Nuclia",
-	"onboarding.step1.use_case.ai_training": "Entrenamiento del modelo de IA",
+	"onboarding.step1.use_case.ai_classification": "Clasificación automática",
+	"onboarding.step1.use_case.ai_training": "Ajustar mi propio modelo de IA",
+	"onboarding.step1.use_case.document_summarization": "Resumen de documentos",
 	"onboarding.step1.use_case.global_search": "Búsqueda global del sitio",
-	"onboarding.step1.use_case.label": "¿Cuál es su principal caso de uso?",
+	"onboarding.step1.use_case.label": "¿Cuál es su objetivo con la IA generativa?",
 	"onboarding.step1.use_case.other": "Otros",
 	"onboarding.step1.use_case.research_analysis": "Investigación y análisis",
 	"onboarding.step1.use_case.support": "Asistencia a clientes y empleados",

diff --git a/libs/user/src/assets/i18n/fr.json b/libs/user/src/assets/i18n/fr.json
@@ -38,6 +38,8 @@
 	"login.title": "Bienvenue à Nuclia",
 	"login.token_expired": "Le jeton a expiré",
 	"login.try_again": "Veuillez réessayer ou réinitialiser votre mot de passe ci-dessous.",
+	"onboarding.failed": "Quelque chose s'est mal passé, veuillez contacter votre administrateur.",
+	"onboarding.loading": "Chargement…",
 	"onboarding.next-button": "Suivant",
 	"onboarding.setting-up.account_creation": "Création du compte...",
 	"onboarding.setting-up.import_dataset": "Import de votre jeu de données...",
@@ -48,20 +50,24 @@
 	"onboarding.setting-up-upload.subtitle": "Téléchargez vos données à l'étape suivante et une fois traitées, vous serez prêt pour votre première recherche.",
 	"onboarding.setting-up-upload.title": "Nous nous préparons à importer vos données",
 	"onboarding.step1.company": "Nom de l'entreprise",
-	"onboarding.step1.host_db.help": "Champs requis. Cela n'affecte pas l'expérience de vos utilisateurs.",
-	"onboarding.step1.host_db.label": "Souhaitez-vous héberger la base de données dans votre infrastructure ?",
-	"onboarding.step1.host_db.no": "Non, je préfère utiliser le cloud de Nuclia",
-	"onboarding.step1.host_db.yes": "Oui, j'hébergerai NucliaDB dans mon infrastructure",
 	"onboarding.step1.invalid_phone_code": "Code invalide",
 	"onboarding.step1.invalid_phone_number": "Numéro de téléphone invalide",
+	"onboarding.step1.learn-about-us.article": "Article / publication",
+	"onboarding.step1.learn-about-us.event": "Événement",
+	"onboarding.step1.learn-about-us.github": "GitHub",
+	"onboarding.step1.learn-about-us.label": "Comment avez-vous entendu parler de nous ?",
+	"onboarding.step1.learn-about-us.other": "Autre",
+	"onboarding.step1.learn-about-us.web": "Recherche Internet",
 	"onboarding.step1.org_size": "Quelle est la taille de votre entreprise ?",
 	"onboarding.step1.phone": "Numéro de téléphone",
 	"onboarding.step1.subtitle": "Quelques questions rapides, et nous allons commencer.",
 	"onboarding.step1.title": "Bienvenue sur Nuclia ! 👋 ",
 	"onboarding.step1.updates": "Recevoir des mises à jour occasionnelles sur Nuclia",
-	"onboarding.step1.use_case.ai_training": "Formation de modèles d'IA",
+	"onboarding.step1.use_case.ai_classification": "Classification automatique",
+	"onboarding.step1.use_case.ai_training": "Affiner mon propre modèle d'IA",
+	"onboarding.step1.use_case.document_summarization": "Résumé de documents",
 	"onboarding.step1.use_case.global_search": "Recherche globale de sites",
-	"onboarding.step1.use_case.label": "Quel est votre cas d'utilisation principal ?",
+	"onboarding.step1.use_case.label": "Quel est votre objectif avec l’IA Générative ?",
 	"onboarding.step1.use_case.other": "Autres",
 	"onboarding.step1.use_case.research_analysis": "Recherche et analyse",
 	"onboarding.step1.use_case.support": "Soutien aux clients / employés",

diff --git a/libs/user/src/assets/i18n/pt.json b/libs/user/src/assets/i18n/pt.json
@@ -38,6 +38,7 @@
 	"login.title": "Bem-vindo à Nuclia",
 	"login.token_expired": "O token expirou",
 	"login.try_again": "Tente novamente ou redefina sua senha abaixo.",
+	"onboarding.loading": "Carregando…",
 	"onboarding.next-button": "Próximo",
 	"onboarding.setting-up.account_creation": "Criação de conta…",
 	"onboarding.setting-up.import_dataset": "Importando seu conjunto de dados...",
@@ -48,20 +49,24 @@
 	"onboarding.setting-up-upload.subtitle": "Carregue seus dados na próxima etapa e, uma vez processados, você estará pronto para sua primeira pesquisa.",
 	"onboarding.setting-up-upload.title": "Vamos nos preparar para importar seus dados",
 	"onboarding.step1.company": "Nome da empresa",
-	"onboarding.step1.host_db.help": "Campo obrigatório. Isso não afeta a experiência do usuário.",
-	"onboarding.step1.host_db.label": "Você deseja hospedar o banco de dados em sua infraestrutura?",
-	"onboarding.step1.host_db.no": "Não, prefiro usar a nuvem da Nuclia",
-	"onboarding.step1.host_db.yes": "Sim, hospedarei o NucliaDB em minha infraestrutura",
 	"onboarding.step1.invalid_phone_code": "Código inválido",
 	"onboarding.step1.invalid_phone_number": "Número de telefone inválido",
+	"onboarding.step1.learn-about-us.article": "Artigo/publicação",
+	"onboarding.step1.learn-about-us.event": "Evento",
+	"onboarding.step1.learn-about-us.github": "GitHub",
+	"onboarding.step1.learn-about-us.label": "Como você aprendeu sobre nós pela primeira vez?",
+	"onboarding.step1.learn-about-us.other": "Outros",
+	"onboarding.step1.learn-about-us.web": "Pesquisa na internet",
 	"onboarding.step1.org_size": "Qual é o tamanho da sua empresa?",
 	"onboarding.step1.phone": "Número de telefone",
 	"onboarding.step1.subtitle": "Algumas perguntas rápidas e começaremos.",
 	"onboarding.step1.title": "Bem-vindo à Nuclia! 👋 ",
 	"onboarding.step1.updates": "Receba atualizações ocasionais sobre Nuclia",
-	"onboarding.step1.use_case.ai_training": "Treinamento de modelo de IA",
+	"onboarding.step1.use_case.ai_classification": "Classificação automática",
+	"onboarding.step1.use_case.ai_training": "Ajustar meu próprio modelo de IA",
+	"onboarding.step1.use_case.document_summarization": "Resumo do documento",
 	"onboarding.step1.use_case.global_search": "Pesquisa global de sites",
-	"onboarding.step1.use_case.label": "Qual é o seu principal caso de uso?",
+	"onboarding.step1.use_case.label": "Qual é o seu objetivo com IA generativa?",
 	"onboarding.step1.use_case.other": "De outros",
 	"onboarding.step1.use_case.research_analysis": "Pesquisa e Análise",
 	"onboarding.step1.use_case.support": "Suporte ao cliente/funcionário",

diff --git a/libs/user/src/lib/magic/magic.component.html b/libs/user/src/lib/magic/magic.component.html
@@ -1,13 +1,3 @@
 <stf-user-container>
-  <div class="join-container">
-    <h2>
-      {{ 'invite.title' | translate }}
-    </h2>
-    <pa-button
-      kind="primary"
-      [disabled]="!token"
-      (click)="join()">
-      {{ 'invite.join-button' | translate }}
-    </pa-button>
-  </div>
+  <p>{{ (error ? error : 'onboarding.loading') | translate }}</p>
 </stf-user-container>
diff --git a/libs/user/src/lib/magic/magic.component.scss b/libs/user/src/lib/magic/magic.component.scss
diff --git a/libs/user/src/lib/magic/magic.component.ts b/libs/user/src/lib/magic/magic.component.ts
@@ -1,65 +1,61 @@
 import { MagicActionError, TokenService } from '@flaps/core';
-import { Component, OnDestroy, OnInit } from '@angular/core';
+import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { ActivatedRoute, ParamMap, Router } from '@angular/router';
 import { MagicService } from './magic.service';
-import { catchError, map, of, Subject, takeUntil, tap } from 'rxjs';
-import { SisToastService } from '@nuclia/sistema';
+import { catchError, filter, map, of, Subject, switchMap, takeUntil, tap } from 'rxjs';
 
 @Component({
   selector: 'stf-magic',
   templateUrl: './magic.component.html',
-  styleUrls: ['./magic.component.scss'],
 })
 export class MagicComponent implements OnInit, OnDestroy {
   private unsubscribeAll = new Subject<void>();
 
-  token = '';
+  error = '';
   constructor(
     private tokenService: TokenService,
     private magicService: MagicService,
     private route: ActivatedRoute,
     private router: Router,
-    private toaster: SisToastService,
+    private cdr: ChangeDetectorRef,
   ) {}
 
   ngOnInit() {
     this.route.queryParamMap
       .pipe(
         takeUntil(this.unsubscribeAll),
-        map((params: ParamMap) => params.get('token')),
+        map((params: ParamMap) => {
+          const token = params.get('token');
+          if (!token) {
+            this.error = 'Missing token in the URL';
+            this.cdr.markForCheck();
+          }
+          return token;
+        }),
+        filter((token) => !!token),
+        switchMap((token) => this.tokenService.validate(token as string)),
+        tap((data) => this.magicService.execute(data)),
+        catchError((error) => {
+          const cause = error.detail as MagicActionError;
+          if (cause === 'local_user_already_exists' || cause === 'user_registered_as_external_user') {
+            this.error = `login.${cause}`;
+          } else {
+            this.error = 'login.token_expired';
+          }
+          this.router.navigate(['/user/login'], {
+            queryParams: { message: this.error },
+          });
+          return of(null);
+        }),
       )
-      .subscribe((token) => {
-        if (!token) {
-          this.toaster.error('Missing token in the URL');
-        }
-        this.token = token || '';
+      .subscribe({
+        error: () => {
+          this.error = 'onboarding.failed';
+          this.cdr.markForCheck();
+        },
       });
   }
 
-  join() {
-    if (this.token) {
-      this.tokenService
-        .validate(this.token)
-        .pipe(
-          tap((data) => this.magicService.execute(data)),
-          catchError((error) => {
-            let message: string;
-            const cause = error.detail as MagicActionError;
-            if (cause === 'local_user_already_exists' || cause === 'user_registered_as_external_user') {
-              message = `login.${cause}`;
-            } else {
-              message = 'login.token_expired';
-            }
-            this.router.navigate(['/user/login'], {
-              queryParams: { message: message },
-            });
-            return of(null);
-          }),
-        )
-        .subscribe();
-    }
-  }
-
   ngOnDestroy() {
     this.unsubscribeAll.next();
     this.unsubscribeAll.complete();