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Let guests keep a published rule via Save & Exit and a post-finalize sign-in prompt.

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Email is optional so they can continue without saving; skip from Save & Exit leaves the flow instead of returning to completed.

Co-authored-by: Cursor <cursoragent@cursor.com>
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adilallo
2026-09-02 16:18:41 -06:00
co-authored by Cursor
parent 84ef943df4
commit db34a1f0df
17 changed files with 521 additions and 60 deletions
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docs/create-flow.md
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@@ -61,7 +61,7 @@ The step persists **`stakeholderEmails`** on `CreateFlowState` (validated on `PU
### Fresh start vs continue draft (signed-in + sync)
**Established pattern:** anonymous and signed-in users should see the **same** wizard when starting a **new** rule from marketing or profile: empty state at the first step, with no surprise reload of old work. Both can **publish** (guests get an unlisted public `/rules/{id}` with no owner). Signed-in users additionally get **Save & Exit**; their in-progress payload may also live on **`/api/drafts/me`** when `NEXT_PUBLIC_ENABLE_BACKEND_SYNC=true`.
**Established pattern:** anonymous and signed-in users should see the **same** wizard when starting a **new** rule from marketing or profile: empty state at the first step, with no surprise reload of old work. Both can **publish** (guests get an unlisted public `/rules/{id}` with no owner). Both see **Save & Exit** from `community-structure` onward (and `edit-rule`). On **`/create/completed`**, guests still get **Save & Exit** (keep-this-rule magic-link modal); signed-in users get **Exit**. Wizard guests open the save-progress magic-link modal; signed-in users may **PUT** `/api/drafts/me` when `NEXT_PUBLIC_ENABLE_BACKEND_SYNC=true`.
- **New rule entry** (always a clean slate): call [`prepareFreshCreateFlowEntry`](../app/(app)/create/utils/prepareFreshCreateFlowEntry.ts) **before** `router.push` into `/create` or `/create/review-template/...`. It clears **`create-flow-anonymous`** and the core-value-details `localStorage` key; when sync is on, it **`DELETE`s `/api/drafts/me`** so [`SignedInDraftHydration`](../app/(app)/create/SignedInDraftHydration.tsx) does not rehydrate a stale server draft after local storage was wiped.
- **Continue saved draft** (profile): do **not** call `prepareFreshCreateFlowEntry`. Clear the same `localStorage` keys **only** (see [`ProfilePageClient`](../app/(app)/profile/ProfilePageClient.tsx) `handleContinueDraft`) so the client mirror is empty, then navigate to **`/create/{savedStep}`**. Hydration loads the server draft; the URL may be corrected to `currentStep` when it differs from the path.
@@ -105,8 +105,8 @@ Only one `?fromFlow=1` marker exists, on one hop (`/create/review` → `/templat
| Mode | Where progress lives | Save & Exit / publish |
| --- | --- | --- |
| **Anonymous** | `localStorage` key **`create-flow-anonymous`** | **Exit** opens save-progress magic link; after verify, optional **PUT** `/api/drafts/me` when `NEXT_PUBLIC_ENABLE_BACKEND_SYNC=true` (see Tickets 4–5 in [guides/backend-linear-tickets.md](guides/backend-linear-tickets.md)). **Finalize** `POST`s `/api/rules` without a session (`userId` null) and sets httpOnly **`cr_rule_claim`**. The public URL works; the row is omitted from `GET /api/rules` until claimed. Signing in on the same browser attaches `userId` (profile, edit, invites). |
| **Signed-in** | In-memory React state in **`CreateFlowContext`** | **Save & Exit** from the **`community-structure`** step onward (step index ≥ `community-structure`) may **PUT** `/api/drafts/me` when sync is on. **Finalize** stores the rule with **`userId`**. **Sign out** is on profile, not in the create top nav. |
| **Anonymous** | `localStorage` key **`create-flow-anonymous`** | **Save & Exit** (from `community-structure` onward, plus `edit-rule`) opens the save-progress magic-link modal; after verify, optional **PUT** `/api/drafts/me` when `NEXT_PUBLIC_ENABLE_BACKEND_SYNC=true` (see Tickets 4–5 in [guides/backend-linear-tickets.md](guides/backend-linear-tickets.md)). **Finalize** `POST`s `/api/rules` without a session (`userId` null) and sets httpOnly **`cr_rule_claim`**. Landing on **`/create/completed`** opens a **keep-this-rule** magic-link modal (no draft transfer); the top nav stays **Save & Exit** so they can reopen it (**Continue without saving** from that control leaves the flow). After Finalize, skip on the auto-opened modal stays on completed. **Edit** shows when a last-published rule is in session storage. The public URL works; the row is omitted from `GET /api/rules` until claimed. Signing in on the same browser attaches `userId` (profile, edit, invites). |
| **Signed-in** | In-memory React state in **`CreateFlowContext`** | **Save & Exit** from the **`community-structure`** step onward (and `edit-rule`) may **PUT** `/api/drafts/me` when sync is on. **Completed** is **Exit**. **Finalize** stores the rule with **`userId`**. **Sign out** is on profile, not in the create top nav. |
Details and edge cases (conflict confirm, banners, `?syncDraft=1`) match **Ticket 4**, **Ticket 5**, and [`docs/guides/backend-roadmap.md`](guides/backend-roadmap.md) §12.