Stepper for the entire process instead of just provider config

client/src/components/Sidebar.jsx

@@ -1,12 +1,7 @@
-import { NavLink, useNavigate } from 'react-router-dom';
+import { NavLink, useLocation, useNavigate } from 'react-router-dom';
 import { useBusiness } from '../context/BusinessContext';
 
 const SVG_ICONS = {
-  providers: (
-    <svg className="w-5 h-5 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24">
-      <path strokeLinecap="round" strokeLinejoin="round" strokeWidth="2" d="M19 21V5a2 2 0 00-2-2H7a2 2 0 00-2 2v16m14 0h2m-2 0h-5m-9 0H3m2 0h5M9 7h1m-1 4h1m4-4h1m-1 4h1m-5 10v-5a1 1 0 011-1h2a1 1 0 011 1v5m-4 0h4" />
-    </svg>
-  ),
   globalSms: (
     <svg className="w-5 h-5 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24">
       <path strokeLinecap="round" strokeLinejoin="round" strokeWidth="2" d="M8 9l3 3-3 3m5 0h3M5 20h14a2 2 0 002-2V6a2 2 0 00-2-2H5a2 2 0 00-2 2v12a2 2 0 002 2z" />
@@ -24,14 +19,75 @@ const SVG_ICONS = {
   ),
 };
 
-export default function Sidebar() {
+function TopLevelStatus({ done, active }) {
-  const { activeBusiness, activeBusinessId, clearBusiness } = useBusiness();
+  if (done) {
-  const navigate = useNavigate();
+    return (
+      <span className="inline-flex h-5 w-5 items-center justify-center rounded-full bg-indigo-600 text-white shadow-sm">
+        <svg className="h-3 w-3" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+          <path strokeLinecap="round" strokeLinejoin="round" strokeWidth="2.5" d="M5 13l4 4L19 7" />
+        </svg>
+      </span>
+    );
+  }
 
-  const navItems = [
+  if (active) {
-    { id: 'globalSms', to: `/${activeBusinessId}/global-sms`, label: 'Omni-channel SMS' },
+    return <span className="inline-block h-2.5 w-2.5 rounded-full bg-indigo-600 shadow-sm" />;
-    { id: 'events', to: `/${activeBusinessId}/events`, label: 'Events' },
+  }
-    { id: 'templates', to: `/${activeBusinessId}/templates`, label: 'Templates' },
+
+  return <span className="inline-block h-2.5 w-2.5 rounded-full bg-gray-200" />;
+}
+
+export default function Sidebar() {
+  const {
+    activeBusiness,
+    activeBusinessId,
+    clearBusiness,
+    hasGlobalSms,
+    isSetupComplete,
+    hasSelectedTemplates,
+  } = useBusiness();
+  const navigate = useNavigate();
+  const location = useLocation();
+
+  const globalSmsPath = `/${activeBusinessId}/global-sms`;
+  const eventsPath = `/${activeBusinessId}/events`;
+  const templatesPath = `/${activeBusinessId}/templates`;
+
+  const isGlobalSmsRoute = location.pathname === globalSmsPath;
+  const isEventsRoute = location.pathname === eventsPath;
+  const isTemplatesRoute = location.pathname === templatesPath;
+
+  const omniSubsteps = [
+    { id: 'profile', label: 'Add / Select Profile', done: hasGlobalSms, active: isGlobalSmsRoute && !hasGlobalSms },
+    { id: 'validate', label: 'Validate cURL', done: hasGlobalSms, active: false },
+    { id: 'fields', label: 'Complete Fields', done: isSetupComplete, active: isGlobalSmsRoute && hasGlobalSms && !isSetupComplete },
+    { id: 'ready', label: 'Ready', done: isSetupComplete, active: isGlobalSmsRoute && isSetupComplete },
+  ];
+
+  const stepItems = [
+    {
+      id: 'globalSms',
+      to: globalSmsPath,
+      label: 'Omni-channel SMS',
+      done: isSetupComplete && !isGlobalSmsRoute,
+      active: isGlobalSmsRoute,
+      expanded: isGlobalSmsRoute,
+      substeps: omniSubsteps,
+    },
+    {
+      id: 'events',
+      to: eventsPath,
+      label: 'Events',
+      done: hasSelectedTemplates && !isEventsRoute,
+      active: isEventsRoute,
+    },
+    {
+      id: 'templates',
+      to: templatesPath,
+      label: 'Templates',
+      done: false,
+      active: isTemplatesRoute,
+    },
   ];
 
   function handleSwitch() {
@@ -64,22 +120,65 @@ export default function Sidebar() {
       </div>
 
       {/* Nav */}
-      <nav className="flex-1 px-3 pt-5 space-y-1">
+      <nav className="flex-1 px-3 pt-5">
-        {navItems.map(({ id, to, label }) => (
+        <div className="space-y-2">
+          {stepItems.map((item) => (
+            <div key={item.id}>
               <NavLink
-            key={id}
+                to={item.to}
-            to={to}
+                className={`flex items-center gap-3 px-3 py-2.5 rounded-xl text-sm font-semibold transition-colors duration-150 ${
-            className={({ isActive }) =>
+                  item.active
-              `flex items-center gap-3 px-3 py-2.5 rounded-md text-sm font-medium transition-colors duration-150 ${isActive
                     ? 'bg-refresh-hover text-primary-blue'
                     : 'text-text-muted hover:text-text-primary hover:bg-row-hover'
-              }`
+                }`}
-            }
               >
-            {SVG_ICONS[id]}
+                {SVG_ICONS[item.id]}
-            {label}
+                <span className="flex-1 truncate">{item.label}</span>
+                <div className="flex items-center gap-3">
+                  <TopLevelStatus done={item.done} active={item.active} />
+                  {item.substeps && (
+                    <svg
+                      className={`h-4 w-4 text-gray-400 transition-transform ${item.expanded ? 'rotate-180' : ''}`}
+                      fill="none"
+                      stroke="currentColor"
+                      viewBox="0 0 24 24"
+                    >
+                      <path strokeLinecap="round" strokeLinejoin="round" strokeWidth="2" d="M19 9l-7 7-7-7" />
+                    </svg>
+                  )}
+                </div>
               </NavLink>
+
+              {item.expanded && item.substeps && (
+                <div className="relative ml-8 mt-2 space-y-2 pl-6 before:absolute before:left-[5px] before:top-2 before:bottom-3 before:w-px before:bg-indigo-100">
+                  {item.substeps.map((substep) => (
+                    <div
+                      key={substep.id}
+                      className={`relative rounded-xl px-3 py-2 text-sm font-medium transition-colors ${
+                        substep.active
+                          ? 'bg-indigo-50 text-indigo-700 shadow-sm'
+                          : substep.done
+                            ? 'text-gray-700'
+                            : 'text-gray-400'
+                      }`}
+                    >
+                      <span
+                        className={`absolute -left-[24px] top-1/2 h-2.5 w-2.5 -translate-y-1/2 rounded-full border-2 ${
+                          substep.active
+                            ? 'border-indigo-100 bg-indigo-600'
+                            : substep.done
+                              ? 'border-indigo-300 bg-white'
+                              : 'border-gray-300 bg-white'
+                        }`}
+                      />
+                      {substep.label}
+                    </div>
                   ))}
+                </div>
+              )}
+            </div>
+          ))}
+        </div>
       </nav>
 
       <div className="px-5 py-4 border-t border-gray-100">

client/src/context/BusinessContext.jsx

@@ -11,17 +11,49 @@ export function BusinessProvider({ children }) {
   const [activeBusiness, setActiveBusinessState] = useState(null);
   const [hasGlobalSms, setHasGlobalSms] = useState(false);
   const [isSetupComplete, setIsSetupComplete] = useState(false);
+  const [hasSelectedTemplates, setHasSelectedTemplates] = useState(false);
   const [loading, setLoading] = useState(true);
 
-  const updateReadyState = useCallback((activeProfile) => {
+  const updateReadyState = useCallback((activeProfile, templates = []) => {
     const hasProfile = !!activeProfile;
     setHasGlobalSms(hasProfile);
     const p = activeProfile?.provider || {};
     const nextIsSetupComplete = hasProfile && !!p.providerName && !!p.senderId && !!p.dltEntityId;
     setIsSetupComplete(nextIsSetupComplete);
-    return nextIsSetupComplete;
+    const nextHasSelectedTemplates = Array.isArray(templates)
+      ? templates.some((template) => !!template?.selectedTemplate)
+      : false;
+    setHasSelectedTemplates(nextHasSelectedTemplates);
+
+    return {
+      hasGlobalSms: hasProfile,
+      isSetupComplete: nextIsSetupComplete,
+      hasSelectedTemplates: nextHasSelectedTemplates,
+    };
   }, []);
 
+  const refreshOnboardingState = useCallback(async (businessIdOverride) => {
+    const targetBusinessId = businessIdOverride || activeBusiness?.businessId;
+
+    if (!targetBusinessId) {
+      setHasGlobalSms(false);
+      setIsSetupComplete(false);
+      setHasSelectedTemplates(false);
+      return {
+        hasGlobalSms: false,
+        isSetupComplete: false,
+        hasSelectedTemplates: false,
+      };
+    }
+
+    const [smsRes, templatesRes] = await Promise.all([
+      apiClient.get(`/api/businesses/${targetBusinessId}/global-sms/active`).catch(() => ({ data: {} })),
+      apiClient.get(`/api/businesses/${targetBusinessId}/templates`).catch(() => ({ data: { templates: [] } })),
+    ]);
+
+    return updateReadyState(smsRes.data?.activeProfile, templatesRes.data?.templates || []);
+  }, [activeBusiness?.businessId, updateReadyState]);
+
   // On mount: rehydrate from sessionStorage and refresh from API
   useEffect(() => {
     async function rehydrate() {
@@ -37,10 +69,13 @@ export function BusinessProvider({ children }) {
 
         const [bizRes, smsRes] = await Promise.all([
           apiClient.get(`/api/businesses/${businessId}`),
-          apiClient.get(`/api/businesses/${businessId}/global-sms/active`).catch(() => ({ data: {} }))
+          Promise.all([
+            apiClient.get(`/api/businesses/${businessId}/global-sms/active`).catch(() => ({ data: {} })),
+            apiClient.get(`/api/businesses/${businessId}/templates`).catch(() => ({ data: { templates: [] } })),
+          ]),
         ]);
         setActiveBusinessState(bizRes.data);
-        updateReadyState(smsRes.data?.activeProfile);
+        updateReadyState(smsRes[0].data?.activeProfile, smsRes[1].data?.templates || []);
         sessionStorage.setItem(SESSION_KEY, JSON.stringify({
           businessId,
           companyId: runtimeCompanyId || companyId || '',
@@ -51,6 +86,7 @@ export function BusinessProvider({ children }) {
         setActiveBusinessState(null);
         setHasGlobalSms(false);
         setIsSetupComplete(false);
+        setHasSelectedTemplates(false);
       } finally {
         setLoading(false);
       }
@@ -65,19 +101,21 @@ export function BusinessProvider({ children }) {
       companyId: getRuntimeCompanyId(),
     }));
     try {
-      const smsRes = await apiClient.get(`/api/businesses/${business.businessId}/global-sms/active`);
+      const progress = await refreshOnboardingState(business.businessId);
-      return updateReadyState(smsRes.data?.activeProfile);
+      return progress.isSetupComplete;
     } catch {
       setHasGlobalSms(false);
       setIsSetupComplete(false);
+      setHasSelectedTemplates(false);
       return false;
     }
-  }, [updateReadyState]);
+  }, [refreshOnboardingState]);
 
   const clearBusiness = useCallback(() => {
     setActiveBusinessState(null);
     setHasGlobalSms(false);
     setIsSetupComplete(false);
+    setHasSelectedTemplates(false);
     sessionStorage.removeItem(SESSION_KEY);
   }, []);
 
@@ -85,7 +123,18 @@ export function BusinessProvider({ children }) {
 
   return (
     <BusinessContext.Provider value={{
-      activeBusiness, activeBusinessId, setActiveBusiness, clearBusiness, loading, hasGlobalSms, setHasGlobalSms, isSetupComplete, setIsSetupComplete
+      activeBusiness,
+      activeBusinessId,
+      setActiveBusiness,
+      clearBusiness,
+      loading,
+      hasGlobalSms,
+      setHasGlobalSms,
+      isSetupComplete,
+      setIsSetupComplete,
+      hasSelectedTemplates,
+      setHasSelectedTemplates,
+      refreshOnboardingState,
     }}>
       {children}
     </BusinessContext.Provider>

client/src/pages/Events.jsx

@@ -1,6 +1,7 @@
 import { useState, useEffect, useCallback, useRef } from 'react';
-import { useParams } from 'react-router-dom';
+import { useNavigate, useParams } from 'react-router-dom';
 import apiClient from '../api/client';
+import { useBusiness } from '../context/BusinessContext';
 
 const MAX_SMS_LENGTH = 160;
 const DLT_VARIABLE_OPTIONS = [
@@ -99,6 +100,8 @@ function buildTemplateUiState(templates = []) {
 
 export default function Events() {
   const { businessId } = useParams();
+  const navigate = useNavigate();
+  const { hasSelectedTemplates, refreshOnboardingState } = useBusiness();
   const [events, setEvents] = useState([]);
   const [loading, setLoading] = useState(true);
   const [newLabel, setNewLabel] = useState('');
@@ -259,16 +262,21 @@ export default function Events() {
 
   async function handleSelect(slug, variant, variantIndex) {
     const variantKey = getVariantKey(slug, variantIndex);
+    const shouldAutoAdvance = !hasSelectedTemplates;
     setSelectingVariantKey(variantKey);
     setError('');
 
     try {
       await apiClient.post(`/api/businesses/${businessId}/templates/${slug}/select`, { selectedVariant: variant });
+      await refreshOnboardingState(businessId).catch(() => null);
       setVariants((currentVariants) => ({ ...currentVariants, [slug]: [] }));
       setVariantDrafts((currentDrafts) => removeDraftsForSlug(currentDrafts, slug));
       setOpenVariableMenuKey('');
       setActiveCaretVariantKey('');
       setGenState((state) => ({ ...state, [slug]: 'selected' }));
+      if (shouldAutoAdvance) {
+        navigate(`/${businessId}/templates`);
+      }
     } catch (err) {
       setError(err.response?.data?.error || 'Failed to select template');
     } finally {

client/src/pages/GlobalSms.jsx

@@ -24,6 +24,7 @@ export default function GlobalSms() {
   // Form state for Missing Provider Fields
   const [providerForm, setProviderForm] = useState({ providerName: '', senderId: '', dltEntityId: '' });
   const [savingProvider, setSavingProvider] = useState(false);
+  const eventsPath = `/${businessId}/events`;
 
   const loadProfiles = useCallback(async () => {
     try {
@@ -47,8 +48,13 @@ export default function GlobalSms() {
         senderId: p.senderId || '',
         dltEntityId: p.dltEntityId || '',
       });
+
+      return { activeProfile, hasProfile, complete };
     } catch {
       setError('Failed to load cURL profiles');
+      setHasGlobalSms(false);
+      setIsSetupComplete(false);
+      return { activeProfile: null, hasProfile: false, complete: false };
     } finally {
       setLoading(false);
     }
@@ -89,6 +95,7 @@ export default function GlobalSms() {
     setSaving(true);
     setError('');
     setSuccess('');
+    const shouldAutoAdvance = !isSetupComplete;
 
     try {
       if (editingId) {
@@ -105,10 +112,13 @@ export default function GlobalSms() {
         });
         setSuccess('Profile created successfully.');
       }
-      await loadProfiles();
+      const nextState = await loadProfiles();
       setFormName('');
       setFormCurl('');
       setEditingId(null);
+      if (shouldAutoAdvance && nextState.complete) {
+        navigate(eventsPath);
+      }
     } catch (err) {
       setError(err.response?.data?.error || 'Failed to save cURL profile');
     } finally {
@@ -127,9 +137,13 @@ export default function GlobalSms() {
   }
 
   async function handleActivate(id) {
+    const shouldAutoAdvance = !isSetupComplete;
     try {
       await apiClient.post(`/api/businesses/${businessId}/global-sms/profiles/${id}/activate`);
-      await loadProfiles();
+      const nextState = await loadProfiles();
+      if (shouldAutoAdvance && nextState.complete) {
+        navigate(eventsPath);
+      }
     } catch (err) {
       setError(err.response?.data?.error || 'Failed to activate profile');
     }
@@ -141,6 +155,7 @@ export default function GlobalSms() {
     setSavingProvider(true);
     setError('');
     setSuccess('');
+    const shouldAutoAdvance = !isSetupComplete;
 
     try {
       await apiClient.patch(`/api/businesses/${businessId}/global-sms/profiles/${activeProfileId}`, {
@@ -151,7 +166,10 @@ export default function GlobalSms() {
         }
       });
       setSuccess('Provider details saved successfully!');
-      await loadProfiles();
+      const nextState = await loadProfiles();
+      if (shouldAutoAdvance && nextState.complete) {
+        navigate(eventsPath);
+      }
     } catch (err) {
       setError(err.response?.data?.error || 'Failed to save provider details');
     } finally {
@@ -169,37 +187,11 @@ export default function GlobalSms() {
 
   return (
     <div className="max-w-4xl mx-auto space-y-8 pb-12">
-      {/* Header & Stepper */}
       <div>
-        <h2 className="text-2xl font-bold text-text-primary mb-2">Setup configuration</h2>
+        <h2 className="text-2xl font-bold text-text-primary mb-2">Omni-channel SMS</h2>
-        <p className="text-sm text-text-muted mb-8">
+        <p className="text-sm text-text-muted">
           Complete this flow to configure your cURL profile and brand provider data. You must finish setup before generating templates.
         </p>
-
-        {/* CSS Stepper */}
-        <div className="flex items-center w-full justify-between relative before:absolute before:top-4 before:left-0 before:h-[2px] before:w-full before:bg-border-soft before:-z-10">
-          {[
-            { label: 'Add / Select Profile', done: !!activeProfile, active: !activeProfile },
-            { label: 'Validate cURL', done: !!activeProfile, active: false },
-            { label: 'Complete Fields', done: isSetupComplete, active: !!activeProfile && !isSetupComplete },
-            { label: 'Ready', done: isSetupComplete, active: isSetupComplete }
-          ].map((step, idx) => (
-            <div key={idx} className="flex flex-col items-center">
-              <div className={`w-8 h-8 rounded-full flex items-center justify-center font-bold text-sm transition-colors border-2 ${step.done
-                  ? 'bg-primary-blue border-primary-blue text-white'
-                  : step.active
-                    ? 'bg-white border-primary-blue text-primary-blue'
-                    : 'bg-white border-border-main text-text-muted'
-                }`}>
-                {step.done ? '✓' : idx + 1}
-              </div>
-              <span className={`mt-2 text-[11px] uppercase tracking-wide font-bold ${step.done || step.active ? 'text-primary-blue' : 'text-text-muted'
-                }`}>
-                {step.label}
-              </span>
-            </div>
-          ))}
-        </div>
       </div>
 
       {error && (
@@ -300,7 +292,7 @@ export default function GlobalSms() {
               <div className="flex flex-col justify-center items-center h-full space-y-4">
                 <p className="text-center text-sm font-medium text-text-muted">Your active cURL profile is fully configured.</p>
                 <button
-                  onClick={() => navigate(`/${businessId}/events`)}
+                  onClick={() => navigate(eventsPath)}
                   className="px-6 py-3 bg-primary-blue hover:bg-primary-dark text-white rounded-lg shadow font-semibold text-sm transition w-full"
                 >
                   Continue to Events →