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>
2026-04-28 21:10:47 -04:00
parent 4d27a378ac
commit 8aae30765f
30 changed files with 10870 additions and 333 deletions
@@ -0,0 +1,54 @@
+using PowderCoating.Application.DTOs.Job;
+using PowderCoating.Application.DTOs.Quote;
+
+namespace PowderCoating.Web.Helpers;
+
+internal static class GuidedActivationDefaults
+{
+    public static CreateQuoteDto BuildQuoteDraft(int? customerId)
+    {
+        return new CreateQuoteDto
+        {
+            CustomerId = customerId,
+            QuoteDate = DateTime.Today,
+            ExpirationDate = DateTime.Today.AddDays(30),
+            Description = "Sample onboarding quote",
+            Notes = "Sample onboarding quote",
+            QuoteItems =
+            [
+                BuildSampleItem("Sample onboarding quote")
+            ]
+        };
+    }
+
+    public static CreateJobDto BuildJobDraft(int customerId, int jobPriorityId)
+    {
+        return new CreateJobDto
+        {
+            CustomerId = customerId,
+            JobPriorityId = jobPriorityId,
+            Description = "Wheel Set",
+            SpecialInstructions = "Sample onboarding job",
+            JobItems =
+            [
+                BuildSampleItem("Sample onboarding job")
+            ]
+        };
+    }
+
+    private static CreateQuoteItemDto BuildSampleItem(string notes)
+    {
+        return new CreateQuoteItemDto
+        {
+            Description = "Wheel Set",
+            Quantity = 4,
+            SurfaceAreaSqFt = 0,
+            EstimatedMinutes = 0,
+            IsGenericItem = true,
+            ManualUnitPrice = 125m,
+            Notes = notes,
+            IncludePrepCost = false,
+            Complexity = "Moderate"
+        };
+    }
+}