Onboarding overhaul: slim wizard, progress widget, guided activation UX
Setup Wizard: reduced from 10 steps to 5 (Company Info → QB Migration →
Pricing Defaults → Named Ovens → Notifications). Removed Doc Numbering,
Job Settings, Payment Terms, Pricing Tiers, and Team Members steps — these
all have sensible defaults and are accessible any time in Company Settings.
Wizard now completes in ~5 minutes instead of 15–20.
Dashboard progress widget (new): "Get the most out of your shop" checklist
appears for Company Admins after wizard completion. Tracks six post-setup
activation tasks with dynamic progress badge, motivating subtitle copy,
collapsed-state persistence via localStorage, and a full completion state
("Your shop is fully set up 🎉") that replaces the checklist at 100%.
The next recommended step is highlighted with a solid CTA button and a
subtle blue row tint. Completed steps show encouraging green subtext instead
of just "Done". Widget disappears from controller when AllDone would have
caused a silent vanish — now renders the completion state instead.
Guided activation (Daily Board): rewrote the BoardIntroStep callout to lead
with "This is your shop in real time" and a plain-English description of the
board's purpose. Added a separate InstructionText field to
GuidedActivationCalloutViewModel so the "Move this job to the next stage"
action prompt renders as a distinct bold line with an arrow icon rather than
being buried in the body copy. After the stage change, the confirmation
callout now reads "Nice — your workflow just updated" to reinforce what just
happened before prompting the invoice step.
All copy passes the "shop owner, not SaaS" test: no technical jargon,
benefit-driven descriptions, natural language throughout.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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@@ -86,6 +86,22 @@ public class CompanyPreferences : BaseEntity
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/// <summary>JSON blob persisting QB Migration Wizard step state across sessions.</summary>
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public string? QbMigrationStateJson { get; set; }
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// Guided activation / first-workflow onboarding
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/// <summary>Selected first-workflow path: quote_first or job_first. Null until chosen.</summary>
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public string? OnboardingPath { get; set; }
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/// <summary>True once the company completes its first guided real workflow.</summary>
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public bool FirstWorkflowCompleted { get; set; } = false;
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/// <summary>UTC timestamp of when the first guided workflow was completed.</summary>
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public DateTime? FirstWorkflowCompletedAt { get; set; }
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/// <summary>UTC timestamp of the company's first quote creation.</summary>
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public DateTime? FirstQuoteCreatedAt { get; set; }
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/// <summary>UTC timestamp of the company's first job creation.</summary>
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public DateTime? FirstJobCreatedAt { get; set; }
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/// <summary>UTC timestamp of the company's first invoice creation.</summary>
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public DateTime? FirstInvoiceCreatedAt { get; set; }
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/// <summary>UTC timestamp of when the company dismissed guided activation without completing it.</summary>
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public DateTime? GuidedActivationDismissedAt { get; set; }
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// Navigation
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public virtual Company Company { get; set; } = null!;
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}
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