feat: collapsible terrasetupform with opt-in prop (#921)

frano-m · claude · frano-m · commit 45e8fc863127 · 2026-05-20T20:49:36.000+10:00
Closes #921. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
diff --git a/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/components/Button/button.styles.ts b/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/components/Button/button.styles.ts
@@ -0,0 +1,7 @@
+import styled from "@emotion/styled";
+import { Button } from "@mui/material";
+
+export const StyledButton = styled(Button)`
+  align-self: center;
+  text-transform: none;
+`;
diff --git a/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/components/Button/button.tsx b/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/components/Button/button.tsx
@@ -0,0 +1,23 @@
+import { JSX } from "react";
+import { BUTTON_PROPS } from "../../../../../../../../styles/common/mui/button";
+import { useTerraSetUpUI } from "../../../../../../../../terra/setUpUI/provider/hook";
+import { StyledButton } from "./button.styles";
+import { ButtonProps } from "./types";
+
+export const Button = ({
+  collapsible = false,
+}: ButtonProps): JSX.Element | null => {
+  const { isOpen, onChange } = useTerraSetUpUI();
+
+  if (!collapsible) return null;
+
+  return (
+    <StyledButton
+      color={isOpen ? BUTTON_PROPS.COLOR.SECONDARY : BUTTON_PROPS.COLOR.PRIMARY}
+      onClick={onChange}
+      variant={BUTTON_PROPS.VARIANT.CONTAINED}
+    >
+      {isOpen ? "Save & continue later" : "Continue"}
+    </StyledButton>
+  );
+};
diff --git a/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/components/Button/types.ts b/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/components/Button/types.ts
@@ -0,0 +1,3 @@
+export interface ButtonProps {
+  collapsible?: boolean;
+}
diff --git a/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/components/FormStep/formStep.styles.ts b/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/components/FormStep/formStep.styles.ts
@@ -1,8 +1,26 @@
 import styled from "@emotion/styled";
-import { SectionContent as DXSectionContent } from "../../terraSetUpForm.styles";
+import { PALETTE } from "../../../../../../../../styles/common/constants/palette";
+import { sectionPadding } from "../../../../../../../common/Section/section.styles";
 
-export const SectionContent = styled(DXSectionContent)`
+export const Section = styled("div")`
+  ${sectionPadding};
+  background-color: ${PALETTE.COMMON_WHITE};
+  border-top: 1px solid ${PALETTE.SMOKE_MAIN};
+  display: grid;
+  gap: 16px;
+  grid-template-columns: auto 1fr auto;
+`;
+
+export const SectionContent = styled.div`
+  display: grid;
   gap: 2px;
+  grid-row: 1;
+
+  .MuiTypography-body-400-2lines {
+    p {
+      margin: 0;
+    }
+  }
 
   .MuiTypography-body-500 {
     margin: 2px 0;
diff --git a/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/components/FormStep/formStep.tsx b/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/components/FormStep/formStep.tsx
@@ -2,12 +2,8 @@ import { StepIcon, Typography } from "@mui/material";
 import { JSX, ReactNode } from "react";
 import { TYPOGRAPHY_PROPS } from "../../../../../../../../styles/common/mui/typography";
 import { FormStatusCompletedIcon } from "../../../../../../../common/CustomIcon/components/FormStatusCompletedIcon/formStatusCompletedIcon";
-import {
-  Section,
-  SectionActions,
-  SectionStatus,
-} from "../../terraSetUpForm.styles";
-import { SectionContent } from "./formStep.styles";
+import { SectionActions, SectionStatus } from "../../terraSetUpForm.styles";
+import { Section, SectionContent } from "./formStep.styles";
 
 export interface FormStepProps {
   action: ReactNode;
diff --git a/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/stories/args.ts b/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/stories/args.ts
@@ -0,0 +1,45 @@
+import { ComponentProps } from "react";
+import { AUTH_STATUS, AuthState } from "../../../../../../../auth/types/auth";
+import { REQUEST_STATUS } from "../../../../../../../terra/types/common";
+import { TerraProfileContextProps } from "../../../../../../../terra/types/context";
+import { TerraSetUpForm } from "../terraSetUpForm";
+
+/**
+ * Authenticated, settled auth state — used so `TerraSetUpForm` doesn't bail
+ * early on its `isAuthenticated` / status guards.
+ */
+export const MOCK_AUTH_STATE: AuthState = {
+  isAuthenticated: true,
+  status: AUTH_STATUS.SETTLED,
+};
+
+/**
+ * Terra profile statuses where every onboarding step is supported but not yet
+ * complete — produces three incomplete steps in the rendered form.
+ */
+export const MOCK_TERRA_PROFILE_INCOMPLETE: TerraProfileContextProps = {
+  terraNIHProfileLoginStatus: {
+    isSuccess: false,
+    isSupported: true,
+    requestStatus: REQUEST_STATUS.COMPLETED,
+    response: undefined,
+  },
+  terraProfileLoginStatus: {
+    isSuccess: false,
+    isSupported: true,
+    requestStatus: REQUEST_STATUS.COMPLETED,
+    response: undefined,
+  },
+  terraTOSLoginStatus: {
+    isSuccess: false,
+    isSupported: true,
+    requestStatus: REQUEST_STATUS.COMPLETED,
+    response: undefined,
+  },
+};
+
+export const DEFAULT_TERRA_SET_UP_FORM_ARGS: ComponentProps<
+  typeof TerraSetUpForm
+> = {
+  collapsible: true,
+};
diff --git a/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/stories/constants.ts b/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/stories/constants.ts
@@ -0,0 +1,5 @@
+import { ComponentProps } from "react";
+import { TerraSetUpForm } from "../terraSetUpForm";
+
+export const BOOLEAN_CONTROLS: (keyof ComponentProps<typeof TerraSetUpForm>)[] =
+  ["collapsible"];
diff --git a/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/stories/terraSetUpForm.stories.tsx b/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/stories/terraSetUpForm.stories.tsx
@@ -0,0 +1,59 @@
+import { Box } from "@mui/material";
+import type { Meta, StoryObj } from "@storybook/nextjs-vite";
+import { ComponentProps, JSX } from "react";
+import { AuthContext } from "../../../../../../../auth/contexts/auth";
+import { CONTROL_TYPE } from "../../../../../../../storybook/controls/types";
+import { configureControls } from "../../../../../../../storybook/controls/utils";
+import { TerraProfileContext } from "../../../../../../../terra/context";
+import { TerraSetUpUIProvider } from "../../../../../../../terra/setUpUI/provider/provider";
+import { TerraSetUpForm } from "../terraSetUpForm";
+import {
+  DEFAULT_TERRA_SET_UP_FORM_ARGS,
+  MOCK_AUTH_STATE,
+  MOCK_TERRA_PROFILE_INCOMPLETE,
+} from "./args";
+import { BOOLEAN_CONTROLS } from "./constants";
+
+const meta: Meta<typeof TerraSetUpForm> = {
+  argTypes: {
+    ...configureControls<ComponentProps<typeof TerraSetUpForm>>(
+      BOOLEAN_CONTROLS,
+      CONTROL_TYPE.BOOLEAN,
+    ),
+  },
+  component: TerraSetUpForm,
+  decorators: [
+    (Story): JSX.Element => (
+      <AuthContext.Provider
+        value={{
+          authDispatch: null,
+          authState: MOCK_AUTH_STATE,
+          service: undefined,
+        }}
+      >
+        <TerraProfileContext.Provider value={MOCK_TERRA_PROFILE_INCOMPLETE}>
+          <TerraSetUpUIProvider>
+            <Box m={8}>
+              <Story />
+            </Box>
+          </TerraSetUpUIProvider>
+        </TerraProfileContext.Provider>
+      </AuthContext.Provider>
+    ),
+  ],
+  parameters: {
+    layout: "fullscreen",
+  },
+};
+
+export default meta;
+
+type Story = StoryObj<typeof meta>;
+
+export const Default: Story = {
+  args: DEFAULT_TERRA_SET_UP_FORM_ARGS,
+};
+
+export const NotCollapsible: Story = {
+  args: { ...DEFAULT_TERRA_SET_UP_FORM_ARGS, collapsible: false },
+};
diff --git a/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/terraSetUpForm.styles.ts b/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/terraSetUpForm.styles.ts
@@ -1,25 +1,16 @@
 import styled from "@emotion/styled";
+import { Stack } from "@mui/material";
 import { PALETTE } from "../../../../../../styles/common/constants/palette";
+import { FluidPaper } from "../../../../../common/Paper/components/FluidPaper/fluidPaper";
 import { sectionPadding } from "../../../../../common/Section/section.styles";
 
-export const Section = styled("div")`
-  ${sectionPadding};
+export const StyledFluidPaper = styled(FluidPaper)`
   background-color: ${PALETTE.COMMON_WHITE};
-  display: grid;
-  gap: 16px;
-  grid-template-columns: auto 1fr;
 `;
 
-export const SectionContent = styled("div")`
-  display: grid;
-  gap: 4px;
-  grid-row: 1;
-
-  .MuiTypography-body-400-2lines {
-    p {
-      margin: 0;
-    }
-  }
+export const StyledStack = styled(Stack)`
+  ${sectionPadding};
+  justify-content: space-between;
 `;
 
 export const SectionStatus = styled("div")`
diff --git a/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/terraSetUpForm.tsx b/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/terraSetUpForm.tsx
@@ -1,4 +1,4 @@
-import { Typography } from "@mui/material";
+import { Collapse, Stack, Typography } from "@mui/material";
 import { JSX } from "react";
 import { useAuth } from "../../../../../../auth/hooks/useAuth";
 import { AUTH_STATUS } from "../../../../../../auth/types/auth";
@@ -7,39 +7,46 @@ import {
   OnboardingStatus,
   useAuthenticationForm,
 } from "../../../../../../hooks/authentication/terra/useAuthenticationForm";
+import { STACK_PROPS } from "../../../../../../styles/common/mui/stack";
 import { TYPOGRAPHY_PROPS } from "../../../../../../styles/common/mui/typography";
-import {
-  FluidPaper,
-  GridPaper,
-} from "../../../../../common/Paper/paper.styles";
+import { useTerraSetUpUI } from "../../../../../../terra/setUpUI/provider/hook";
 import { SectionTitle } from "../../../../../common/Section/components/SectionTitle/sectionTitle";
+import { Button } from "./components/Button/button";
 import { AcceptTerraTOS } from "./components/FormStep/components/AcceptTerraTOS/acceptTerraTOS";
 import { ConnectTerraToNIHAccount } from "./components/FormStep/components/ConnectTerraToNIHAccount/connectTerraToNIHAccount";
 import { CreateTerraAccount } from "./components/FormStep/components/CreateTerraAccount/createTerraAccount";
-import { Section, SectionContent } from "./terraSetUpForm.styles";
+import { StyledFluidPaper, StyledStack } from "./terraSetUpForm.styles";
+import { TerraSetUpFormProps } from "./types";
 
-export const TerraSetUpForm = (): JSX.Element | null => {
+export const TerraSetUpForm = ({
+  collapsible = false,
+}: TerraSetUpFormProps): JSX.Element | null => {
   const {
     authState: { isAuthenticated, status },
   } = useAuth();
   const { isComplete, onboardingStatusByStep } = useAuthenticationForm();
+  const { isOpen } = useTerraSetUpUI();
+
   if (!isAuthenticated) return null;
   if (status === AUTH_STATUS.PENDING) return null;
-  return isComplete ? null : (
-    <FluidPaper>
-      <GridPaper>
-        <Section>
-          <SectionContent>
-            <SectionTitle title="Complete your setup" />
-            <Typography
-              color={TYPOGRAPHY_PROPS.COLOR.INK_LIGHT}
-              variant={TYPOGRAPHY_PROPS.VARIANT.BODY_400_2_LINES}
-            >
-              Follow these steps to unlock the full potential of the data
-              explorer.
-            </Typography>
-          </SectionContent>
-        </Section>
+  if (isComplete) return null;
+
+  return (
+    <StyledFluidPaper>
+      <StyledStack direction={STACK_PROPS.DIRECTION.ROW} useFlexGap>
+        <Stack gap={1} useFlexGap>
+          <SectionTitle title="Complete your setup" />
+          <Typography
+            color={TYPOGRAPHY_PROPS.COLOR.INK_LIGHT}
+            variant={TYPOGRAPHY_PROPS.VARIANT.BODY_400_2_LINES}
+          >
+            Follow these steps to unlock the full potential of the data
+            explorer.
+          </Typography>
+        </Stack>
+        <Button collapsible={collapsible} />
+      </StyledStack>
+      <Collapse in={collapsible ? isOpen : true}>
         <CreateTerraAccount
           active={isStepActive(
             onboardingStatusByStep,
@@ -75,8 +82,8 @@ export const TerraSetUpForm = (): JSX.Element | null => {
             step={ONBOARDING_STEP.NIH_ACCOUNT}
           />
         )}
-      </GridPaper>
-    </FluidPaper>
+      </Collapse>
+    </StyledFluidPaper>
   );
 };
 
diff --git a/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/types.ts b/src/components/Export/components/ExportToTerra/components/TerraSetUpForm/types.ts
@@ -0,0 +1,3 @@
+export interface TerraSetUpFormProps {
+  collapsible?: boolean;
+}
diff --git a/src/components/common/Collapse/provider/context.ts b/src/components/common/Collapse/provider/context.ts
@@ -0,0 +1,11 @@
+import { createContext } from "react";
+import { CollapseContextProps } from "./types";
+
+/**
+ * Collapse context. Tracks an in/out boolean and a toggle callback for any
+ * collapsible UI surface that opts in via `CollapseProvider`.
+ */
+export const CollapseContext = createContext<CollapseContextProps>({
+  isIn: false,
+  onChange: () => undefined,
+});
diff --git a/src/components/common/Collapse/provider/hook.ts b/src/components/common/Collapse/provider/hook.ts
@@ -0,0 +1,11 @@
+import { useContext } from "react";
+import { CollapseContext } from "./context";
+import { CollapseContextProps } from "./types";
+
+/**
+ * Returns collapse context.
+ * @returns collapse context.
+ */
+export const useCollapse = (): CollapseContextProps => {
+  return useContext(CollapseContext);
+};
diff --git a/src/components/common/Collapse/provider/provider.tsx b/src/components/common/Collapse/provider/provider.tsx
@@ -0,0 +1,18 @@
+import { JSX, useCallback, useState } from "react";
+import { CollapseContext } from "./context";
+import { CollapseProviderProps } from "./types";
+
+export function CollapseProvider({
+  children,
+  initialState = false,
+}: CollapseProviderProps): JSX.Element {
+  const [isIn, setIsIn] = useState<boolean>(initialState);
+
+  const onChange = useCallback(() => setIsIn((prev) => !prev), []);
+
+  return (
+    <CollapseContext.Provider value={{ isIn, onChange }}>
+      {typeof children === "function" ? children({ isIn, onChange }) : children}
+    </CollapseContext.Provider>
+  );
+}
diff --git a/src/components/common/Collapse/provider/types.ts b/src/components/common/Collapse/provider/types.ts
@@ -0,0 +1,11 @@
+import { ReactNode } from "react";
+
+export type CollapseContextProps = {
+  isIn: boolean;
+  onChange: () => void;
+};
+
+export type CollapseProviderProps = {
+  children: ReactNode | ((props: CollapseContextProps) => ReactNode);
+  initialState?: boolean;
+};
diff --git a/src/terra/provider.tsx b/src/terra/provider.tsx
@@ -7,6 +7,7 @@ import { useAuthentication } from "../auth/hooks/useAuthentication";
 import { useCredentials } from "../auth/hooks/useCredentials";
 import { TerraProfileContext } from "./context";
 import { useFetchProfiles } from "./hooks/useFetchProfiles";
+import { TerraSetUpUIProvider } from "./setUpUI/provider/provider";
 import { TerraProfileProviderProps } from "./types/common";
 
 /**
@@ -61,7 +62,7 @@ export function TerraProfileProvider({
         terraTOSLoginStatus,
       }}
     >
-      {children}
+      <TerraSetUpUIProvider>{children}</TerraSetUpUIProvider>
     </TerraProfileContext.Provider>
   );
 }
diff --git a/src/terra/setUpUI/provider/context.ts b/src/terra/setUpUI/provider/context.ts
@@ -0,0 +1,10 @@
+import { createContext } from "react";
+import { TerraSetUpUIContextValue } from "./types";
+
+/**
+ * Terra set-up UI context.
+ */
+export const TerraSetUpUIContext = createContext<TerraSetUpUIContextValue>({
+  isOpen: true,
+  onChange: () => undefined,
+});
diff --git a/src/terra/setUpUI/provider/hook.ts b/src/terra/setUpUI/provider/hook.ts
diff --git a/src/terra/setUpUI/provider/provider.tsx b/src/terra/setUpUI/provider/provider.tsx
diff --git a/src/terra/setUpUI/provider/types.ts b/src/terra/setUpUI/provider/types.ts

Original file line number	Diff line number	Diff line change
`@@ -0,0 +1,3 @@`
	`1`	`+export interface ButtonProps {`
	`2`	`+ collapsible?: boolean;`
	`3`	`+}`