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>
This commit is contained in:
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namespace PowderCoating.Web.ViewModels.Dashboard;
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public class ShopProgressWidgetViewModel
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{
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public List<ShopProgressItem> Items { get; set; } = new();
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public int TotalItems => Items.Count;
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public int CompletedCount => Items.Count(i => i.Done);
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public bool AllDone => CompletedCount == TotalItems;
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public int ProgressPercent => TotalItems == 0 ? 0 : CompletedCount * 100 / TotalItems;
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public string SubtitleText => CompletedCount switch
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{
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0 => "You're set up and ready to go — these steps will help you run a tighter shop.",
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1 => "You're off to a great start — here's how to run your shop even smoother.",
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2 => "Good momentum — keep going.",
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3 => "Halfway there — great progress so far.",
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4 => "Almost there — just a couple more steps.",
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5 => "One step left — you're this close.",
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_ => "You're all set."
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};
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public string BadgeText => CompletedCount switch
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{
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0 => $"0 of {TotalItems} complete",
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1 => $"1 of {TotalItems} — you're on your way",
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2 => $"2 of {TotalItems} — good momentum",
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3 => $"3 of {TotalItems} — halfway there",
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4 => $"4 of {TotalItems} — almost there",
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5 => $"5 of {TotalItems} — one step left",
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_ => $"{CompletedCount} of {TotalItems} complete"
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};
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}
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public class ShopProgressItem
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{
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public bool Done { get; set; }
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public string Label { get; set; } = string.Empty;
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public string SubLabel { get; set; } = string.Empty;
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public string DoneSubLabel { get; set; } = string.Empty;
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public string Icon { get; set; } = string.Empty;
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public string CtaText { get; set; } = string.Empty;
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public string CtaUrl { get; set; } = string.Empty;
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}
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@@ -0,0 +1,35 @@
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using System.ComponentModel.DataAnnotations;
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namespace PowderCoating.Web.ViewModels.GuidedActivation;
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public class GuidedActivationSelectionViewModel
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{
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[Required]
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public string? OnboardingPath { get; set; }
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}
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public class GuidedActivationBannerViewModel
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{
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public bool Show { get; set; }
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public bool IsDismissed { get; set; }
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public string Title { get; set; } = string.Empty;
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public string Message { get; set; } = string.Empty;
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public string ActionText { get; set; } = "Start first workflow";
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}
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public class GuidedActivationCalloutViewModel
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{
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public bool Show { get; set; }
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public string Title { get; set; } = string.Empty;
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public string Message { get; set; } = string.Empty;
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/// <summary>Optional action prompt rendered below the message (e.g. "Move this job to the next stage…").</summary>
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public string? InstructionText { get; set; }
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public string? ActionText { get; set; }
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public string? ActionController { get; set; }
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public string? ActionName { get; set; }
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public object? ActionRouteValues { get; set; }
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public string? SecondaryActionText { get; set; }
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public string? SecondaryActionController { get; set; }
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public string? SecondaryActionName { get; set; }
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public object? SecondaryActionRouteValues { get; set; }
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}
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