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>

src/PowderCoating.Web/Controllers/InvoicesController.cs

@@ -222,7 +222,7 @@ public class InvoicesController : Controller
     /// — Whether online payments are allowed: requires plan-level permission AND an active
     ///   Stripe Connect account. Both conditions must be true; per-plan override wins if set.
     /// </summary>
-    public async Task<IActionResult> Details(int? id)
+    public async Task<IActionResult> Details(int? id, string? guidedActivation = null)
     {
         if (id == null) return NotFound();
 
@@ -257,6 +257,19 @@ public class InvoicesController : Controller
             ViewBag.OnlinePaymentsEnabled = onlinePaymentsAllowed
                 && company?.StripeConnectStatus == StripeConnectStatus.Active;
 
+            if (guidedActivation == AppConstants.GuidedActivation.InvoiceCreatedStep)
+            {
+                ViewBag.GuidedActivationCallout = new Web.ViewModels.GuidedActivation.GuidedActivationCalloutViewModel
+                {
+                    Show = true,
+                    Title = "This is how billing connects back to the job.",
+                    Message = "You’ve already seen the shop workflow. From here you can send the invoice, collect payment, or head back to the dashboard.",
+                    ActionText = "Go to Dashboard",
+                    ActionController = "Dashboard",
+                    ActionName = "Index"
+                };
+            }
+
             return View(dto);
         }
         catch (Exception ex)
@@ -285,7 +298,7 @@ public class InvoicesController : Controller
     /// — Revenue accounts are pulled from the catalog item's RevenueAccountId, falling back to
     ///   account 4000 (default revenue) if no catalog item is linked.
     /// </summary>
-    public async Task<IActionResult> Create(int? jobId)
+    public async Task<IActionResult> Create(int? jobId, string? guidedActivation = null)
     {
         try
         {
@@ -429,6 +442,7 @@ public class InvoicesController : Controller
             }
 
             await PopulateCreateViewBagAsync(currentUser.CompanyId);
+            ViewBag.GuidedActivation = guidedActivation;
             return View(dto);
         }
         catch (Exception ex)
@@ -459,7 +473,7 @@ public class InvoicesController : Controller
     /// declared outside the lambda and assigned inside — EF requires this pattern with closures.
     /// </summary>
     [HttpPost, ValidateAntiForgeryToken]
-    public async Task<IActionResult> Create(CreateInvoiceDto dto)
+    public async Task<IActionResult> Create(CreateInvoiceDto dto, string? guidedActivation = null)
     {
         try
         {
@@ -469,6 +483,7 @@ public class InvoicesController : Controller
             if (!ModelState.IsValid)
             {
                 await PopulateCreateViewBagAsync(currentUser.CompanyId);
+                ViewBag.GuidedActivation = guidedActivation;
                 return View(dto);
             }
 
@@ -476,6 +491,7 @@ public class InvoicesController : Controller
             {
                 ModelState.AddModelError("", "Please add at least one line item before saving.");
                 await PopulateCreateViewBagAsync(currentUser.CompanyId);
+                ViewBag.GuidedActivation = guidedActivation;
                 return View(dto);
             }
 
@@ -487,6 +503,7 @@ public class InvoicesController : Controller
                 {
                     ModelState.AddModelError("", "An invoice already exists for this job.");
                     await PopulateCreateViewBagAsync(currentUser.CompanyId);
+                    ViewBag.GuidedActivation = guidedActivation;
                     return View(dto);
                 }
             }
@@ -643,8 +660,21 @@ public class InvoicesController : Controller
             var depositMsg = pendingDeposits.Any()
                 ? $" {pendingDeposits.Count} deposit(s) totaling {pendingDeposits.Sum(d => d.Amount):C} auto-applied."
                 : "";
+            var workflowJustCompleted = await StampInvoiceCreatedAsync(currentUser.CompanyId);
             TempData["Success"] = $"Invoice {invoiceNumber} created successfully.{depositMsg}{gcMsg}";
-            return RedirectToAction(nameof(Details), new { id = invoice.Id });
+            if (!string.IsNullOrWhiteSpace(guidedActivation) || workflowJustCompleted)
+            {
+                return RedirectToAction(nameof(Details), new
+                {
+                    id = invoice!.Id,
+                    guidedActivation = AppConstants.GuidedActivation.InvoiceCreatedStep
+                });
+            }
+
+            return RedirectToAction(nameof(Details), new
+            {
+                id = invoice!.Id
+            });
         }
         catch (Exception ex)
         {
@@ -652,6 +682,7 @@ public class InvoicesController : Controller
             TempData["Error"] = "An error occurred while creating the invoice.";
             var currentUser = await _userManager.GetUserAsync(User);
             if (currentUser != null) await PopulateCreateViewBagAsync(currentUser.CompanyId);
+            ViewBag.GuidedActivation = guidedActivation;
             return View(dto);
         }
     }
@@ -2387,4 +2418,30 @@ public class InvoicesController : Controller
 
         return View(vm);
     }
+
+    private async Task<CompanyPreferences?> GetCompanyPreferencesAsync(int companyId)
+    {
+        return await _unitOfWork.CompanyPreferences.FirstOrDefaultAsync(p => p.CompanyId == companyId && !p.IsDeleted);
+    }
+
+    private async Task<bool> StampInvoiceCreatedAsync(int companyId)
+    {
+        var prefs = await GetCompanyPreferencesAsync(companyId);
+        if (prefs == null)
+            return false;
+
+        var changed = false;
+
+        if (!prefs.FirstInvoiceCreatedAt.HasValue)
+        {
+            prefs.FirstInvoiceCreatedAt = DateTime.UtcNow;
+            changed = true;
+            _logger.LogInformation("Recorded first invoice creation for company {CompanyId}", companyId);
+        }
+
+        if (changed)
+            await _unitOfWork.CompleteAsync();
+
+        return false;
+    }
 }