Shuup Onboarding

Add dynamic panels for onboarding purposes in Shuup (specially in Admin).

Installation & Configuration

Install this package

Run pip install shuup_onboarding and add shuup_onboarding to INSTALLED_APPS.

Implement your onboarding steps and add the onboarding middleware

Write some onboarding steps (any number you want) by implementing the OnboardingStep class, follow a simple example:

class MyInfoStep(OnboardingStep):
    identifier = "my_step_id"
    title = "My Step Title"
    description = "Some description of the step"
    template_name = "my_app/step_template.jinja"

    def can_skip(self):
        return False

    def is_done(self):
        return self.context.storage.get("my_info")

    def is_visible(self):
        return True

    def get_form(self, **kwargs) -> forms.Form:
        return MyStepForm(**kwargs)

    def save(self, form):
        self.context.storage["my_info"] = form.cleaned_data["info"]

    def undo(self):
        self.context.storage.pop("my_info", None)

Then, you need to create an unique onboarding process identifier. For a sake of example, let's user my_onboarding_process as our onboarding identifier.

Now you need to override the base middleware class BaseAdminOnboardingMiddleware and configure your process id attribute:

class MyCustomOnboardingMiddleware(BaseAdminOnboardingMiddleware):
    onboarding_process_id = "my_onboarding_process"

To make the onboarding process load your steps, you must use a special provides key:

onboarding_process:[YOUR_ONBOARDING_PROCESS-ID]

Finally, add your onboarding steps to the provides:

class AppConfig(shuup.apps.AppConfig):
    provides = {
        "onboarding_process:my_onboarding_process": [
            "my_app.onboarding_steps.MyInfoStep",
            "my_app.onboarding_steps.FinalStep",
        ]

Done.

You can find a full working example at Shuup Onboarding Example.

License

Open Software License version 3.0

Copyright

Copyright (c) 2020 Christian Hess