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[Bug · V1] Split Profile (/account) vs Settings nav #501

Closed

Description

@owlstonbusiness-svg

Context

CEO ↔ Ryan (WA 2026-10-28): Account home (/account, Epic #280) already exists (signup checklist · identity card · Teach on MatchMax · My notes) but is hard to reach — mainly via claim this card. Bottom Account correctly opens the sheet with Settings / Profile / … rows, but Profile and Settings both land on the same Settings surface (/dashboard). Ryan: "add that to issues."

Desired behaviour

  1. Keep bottom-nav Account → open the existing bottom sheet (rows of buttons). Do not jump straight to a page on Account tap.
  2. Sheet / header Profile → /account (the Account home page shown in screenshots).
  3. Sheet / header Settings → Settings only (/dashboard / SettingsPage).
  4. Remove profile-related UI from Settings — Settings must not host or frame personal profile editing.

Current behaviour (code + live)

Entry Today Should be
Bottom Account tab Opens sheet ✅ Unchanged
Sheet Settings to="/dashboard" /dashboard (settings only)
Sheet Profile to="/dashboard" + hash="profile" ❌ same page /account
Desktop header Profile /dashboard#profile ❌ /account
Desktop header Settings /dashboard unchanged
After claim navigates to /account unchanged (discoverable without claim)

Source: src/components/layout/mobile-bottom-nav.tsx, src/components/layout/SiteHeader.tsx, src/routes/_authenticated.dashboard.tsx (= SettingsPage), src/routes/_authenticated.account.tsx.

Settings already has a Profile category (ProfileSection: display name + phone) and subtitle "Manage your profile details and account access." Account home Edit profile currently points at /settings (settings surface).

Scope

A — Nav wiring

  • Mobile sheet: Profile → /account; Settings → /dashboard (no #profile on Settings).
  • Desktop header avatar/menu: same split (Profile → /account, Settings → /dashboard).
  • Any other nav.profile / #profile deep-links that dump into Settings → retarget to /account (or account-local edit).
  • Bottom Account tab still opens the sheet only (no route change on tab press).

B — Strip profile from Settings

  • Remove Settings nav category profile / ProfileSection from settings-page.tsx (and hash categoryFromHash mapping for profile).
  • Rewrite Settings title/subtitle so they do not say “profile details” (account/security/preferences framing only).
  • Move display-name / phone edit onto Account home (extend the existing Edit profile control so it edits on /account, not Settings).
  • Out of scope unless CEO expands: tutor-card editor My tutor profile (my-tutor) — that is tutor listing content, not the personal Profile row. Keep for now; link from Account’s tutor block Edit can stay #my-tutor or move later under [Urgent · V1] Unified account + roles + child sub-profiles + hours ledger #459.

C — Acceptance

  • Logged-in mobile: Account → sheet → Profile shows checklist + identity + Teach/My notes (/account).
  • Same sheet → Settings shows Settings (no Profile tab; no profile-framed copy).
  • Desktop Profile / Settings menus match the same split.
  • /account reachable without going through /account/claim.
  • EN + 繁中 strings updated for any subtitle/nav changes.
  • No regression: claim flow still lands on /account; Explore / Saved tabs unchanged.

Related

Design / copy notes

  • Account home visual already matches CEO screenshots — no redesign; only routing + Settings declutter.
  • Settings remaining categories stay (General, Account type/email, Notifications, Privacy, Danger zone, tutor Home/Lessons/Availability/Materials when role applies).

CEO locks

Activity

  1. owlstonbusiness-svg commented on Oct 28, 2026

    @owlstonbusiness-svg
    CollaboratorAuthor

    Live QA (2026-10-28, matchmax.hk)

    Confirmed on production (mobile ~390px + desktop header):

    Entry Lands on
    Bottom Account Sheet only (Settings / Profile / Admin / Dark / Language) — keep this
    Sheet Profile /en/dashboard#profile (Settings) ❌
    Sheet Settings /en/dashboard
    Desktop Profile /en/dashboard#profile ❌
    /en/account Account home ✅ (checklist, identity, My notes/services/cases)
    Claim CTA on public card /en/account/claim?tutor=… (only easy discover path today)

    Extra bug for eng: Account home Edit profile uses href="/settings" → /en/settings 404. Real Settings is /en/dashboard. Per this issue, Edit profile should edit on /account (or temporary deep-link only until profile fields move off Settings) — do not leave a dead /settings link.

    Note: bottom Account tab must still open the sheet (CEO lock); only the Profile row goes to /account. Do not make the Account tab navigate directly to /account.

  2. owlstonbusiness-svg commented on Oct 28, 2026

    @owlstonbusiness-svg
    CollaboratorAuthor

    ▶ LOCK ADD — Account / Profile game-tutorial coach marks (CEO 2026-10-28 ~13:38 HKT)

    Why: After Profile → /account and Settings stay settings-only (this issue), new tutors/parents still won’t know how to open Account or what each button does. CEO wants the same game-tutorial pattern we already specified in closed #397: dim screen → spotlight one control → short objective text → Next / Skip.

    Scope of this add: coach-mark product tour for Account entry + Account home (+ role-specific next steps). Not Help Centre articles (#500). Not Guide (#498).

    Pattern lock (reuse #397 — do not invent a custom overlay engine)

    • Library: driver.js (preferred) or react-joyride — same as Post-Signup Coach-Mark Tours (Tutors & Parents/Students) #397.
    • Visual: dim overlay (bg-black/60 / rgba(0,0,0,0.6)) · spotlight cutout with 2–4px pad · white popover + arrow · Next · Skip tour (persist dismiss) · Done on last step · optional progress dots.
    • Mobile: auto-scroll target into view; if target missing/hidden → skip that step (no freeze).
    • Tokens: MatchMax DESIGN.md (ink / Azure / wash) — not Airbnb magenta; popover uses Geist/Inter + radii 18/26.

    When it fires (once each)

    Audience Trigger (once) Persist
    Tutor First time they open Account sheet or land on /account after profile is usable (published / approved if that gate exists; else first /account visit) has_seen_account_tour_tutor (DB preferred; localStorage OK as V1 fallback)
    Parent First time they open Account sheet or land on /account has_seen_account_tour_parent
    Never Blind fire on signup splash alone —

    Skip forever on Skip or Done. Do not re-show after dismiss unless user taps “Replay account tour” (optional Settings / Account footer link — nice-to-have).

    Tour A — How to open Account (both audiences)

    Run first if they haven’t opened Account yet (e.g. after first login on home / cases).

    1. Bottom Account tab (mobile) / avatar or Account (desktop)
      Copy: “This is your Account. Tap here anytime — it opens a menu, it doesn’t leave the page.”
    2. Sheet row: Profile
      Copy: “Profile opens your Account home — checklist, identity, and shortcuts.”
    3. Sheet row: Settings
      Copy: “Settings is only login, security, and preferences — not your public profile.”
    4. Advance into Tour B on /account (auto-navigate Profile → /account on Next from step 2 if not already there).

    Tour B — Account home buttons (spotlight each real control)

    Attach data-tour="…" / stable ids on live Account home UI. Only spotlight controls that exist in V1 — ghost-skip missing ones.

    Shared (parent + tutor) where present

    1. Signup / get-started checklist — “Tick these so MatchMax can match you / show you as ready.”
    2. Identity / name card — “This is you on MatchMax. Keep display name and photo clear.”
    3. Edit profile (account-local, not Settings) — “Change bio, photo, and basics here.”
    4. Help / contact shortcut if on page — “Stuck? Help + WhatsApp — day-to-day scripts, not theory.”

    Tutor-only steps (skip if role ≠ tutor)
    5. Teach on MatchMax / become tutor CTA — only if still progressive-role incomplete (#459).
    6. Open cases / browse cases — “Claim cases that fit your subjects and schedule.”
    7. My notes / sell notes entry — if shipped; else skip.
    8. Blue Tick / verification entry — “Upload transcripts for Blue Tick — not Gold.”
    9. Done: “You’re set. Check WhatsApp when a coordinator intros a case.”

    Parent-only steps (skip if role ≠ parent)
    5. Request / Cases board CTA — “Post what you need or browse verified tutors.”
    6. Child / family entry if child sub-profiles exist (#459); else skip.
    7. Saved / shortlist if present; else skip.
    8. Done: “When phones unlock after the matching fee, your tutor opens the family WhatsApp group.”

    Copy rules

    Eng checklist

    • Add data-tour hooks on Account tab, sheet Profile/Settings, and each Account home CTA
    • Wire driver.js tour modules: account-entry + account-home-tutor + account-home-parent
    • Persist seen flags; Skip = done
    • QA mobile 390 + desktop 1280; missing targets skip
    • Optional: Replay from Account home footer
    • Cross-check Progressive roles / child profiles with [Urgent · V1] Unified account + roles + child sub-profiles + hours ledger #459 — don’t spotlight dead buttons

    Out of scope

    CEO ask (literal): game-like guide leading tutors/parents into Account and explaining what each profile/Account button does — dim screen, light spotlight, text box on objectives — same idea as before (#397), updated for Profile → /account + Settings split.

  3. owlstonbusiness-svg commented on Oct 28, 2026

    @owlstonbusiness-svg
    CollaboratorAuthor

    CEO amendment (2026-10-28) — Desktop (Mac web) blue avatar → go straight to Account / Profile

    Photo (desktop header)

    Desktop header — blue H avatar top-right

    Lock

    On Mac / desktop web, clicking the blue circular avatar (initial, e.g. H) in the top-right of SiteHeader must do the same job as Profile → Account home:

    1. Navigate directly to /account (Account home — checklist · identity · Teach on MatchMax · My notes).
    2. Do not only open the burger/avatar menu and leave Profile as a nested row — the avatar itself is the Profile entry.
    3. Align with existing [Bug · V1] Split Profile (/account) vs Settings nav #501 split: Profile / avatar → /account; Settings (menu row or gear) → /dashboard settings only.
    4. Signed-out: avatar / sign-in control still goes to auth (unchanged); this lock is for signed-in desktop.

    Acceptance

    Impl pointer

    src/components/layout/SiteHeader.tsx — desktop avatar button currently menu-oriented; primary click should navigate({ to: \"/account\" }) (or Link to=\"/account\").

    Asset branch: docs/ceo-501-desktop-avatar

  4. owlstonbusiness-svg commented on Oct 28, 2026

    @owlstonbusiness-svg
    CollaboratorAuthor

    CEO sprint adopt (2026-10-28) — Grok Expert CORRECTED → P1

    Live check (Grok Expert): Profile / Settings still PARTIAL — Settings can dump into Profile; Account home not the clear primary.

    ADOPT this sprint:

    • Profile / Account entry → /account (not Settings)
    • Settings stays settings-only
    • Desktop Mac web: blue avatar (e.g. H) primary click → /account (amendment)
    • Coach-mark tours already locked on this issue

    Full CORRECTED: #498 (comment)

  5. owlstonbusiness-svg commented on Oct 28, 2026

    @owlstonbusiness-svg
    CollaboratorAuthor

    CEO re-check ~14:34 HKT — hygiene ADOPT

    Grok + issues cross-check: #501 ships without waiting on #459 (Unified Base Account epic).

    P1 after P0 three: Profile/header → /account; Settings settings-only; desktop blue avatar → /account.

  6. changed the title [-][Bug · V1] Profile → /account home; Settings → settings only (split nav + strip profile from Settings)[/-] [+][Bug · V1] Split Profile (/account) vs Settings nav[/+] on Oct 29, 2026
  7. added 2 commits that reference this issue on Oct 29, 2026
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