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Onboarding overhaul: slim wizard, progress widget, guided activation UX

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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:
Scott Pouliot
2026-04-28 21:10:47 -04:00
parent 4d27a378ac
commit 8aae30765f
30 changed files with 10870 additions and 333 deletions
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src/PowderCoating.Web/ViewModels/GuidedActivation/GuidedActivationViewModels.cs
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using System.ComponentModel.DataAnnotations;
namespace PowderCoating.Web.ViewModels.GuidedActivation;
public class GuidedActivationSelectionViewModel
{
[Required]
public string? OnboardingPath { get; set; }
}
public class GuidedActivationBannerViewModel
{
public bool Show { get; set; }
public bool IsDismissed { get; set; }
public string Title { get; set; } = string.Empty;
public string Message { get; set; } = string.Empty;
public string ActionText { get; set; } = "Start first workflow";
}
public class GuidedActivationCalloutViewModel
{
public bool Show { get; set; }
public string Title { get; set; } = string.Empty;
public string Message { get; set; } = string.Empty;
/// <summary>Optional action prompt rendered below the message (e.g. "Move this job to the next stage…").</summary>
public string? InstructionText { get; set; }
public string? ActionText { get; set; }
public string? ActionController { get; set; }
public string? ActionName { get; set; }
public object? ActionRouteValues { get; set; }
public string? SecondaryActionText { get; set; }
public string? SecondaryActionController { get; set; }
public string? SecondaryActionName { get; set; }
public object? SecondaryActionRouteValues { get; set; }
}