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:
@@ -1,12 +1,15 @@
|
||||
@model PowderCoating.Application.DTOs.Dashboard.DashboardViewModel
|
||||
@using Microsoft.AspNetCore.Html
|
||||
@using PowderCoating.Application.DTOs.Health
|
||||
@using PowderCoating.Web.ViewModels.Dashboard
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Dashboard";
|
||||
var today = DateTime.Today;
|
||||
var currentMonth = DateTime.Now.ToString("MMMM yyyy");
|
||||
var configHealth = ViewBag.ConfigHealth as CompanyConfigHealth;
|
||||
var guidedActivationBanner = ViewBag.GuidedActivationBanner as PowderCoating.Web.ViewModels.GuidedActivation.GuidedActivationBannerViewModel;
|
||||
var shopProgressWidget = ViewBag.ShopProgressWidget as ShopProgressWidgetViewModel;
|
||||
}
|
||||
|
||||
<!-- Hero Brief -->
|
||||
@@ -56,6 +59,34 @@
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (guidedActivationBanner?.Show == true)
|
||||
{
|
||||
<div class="row mb-4">
|
||||
<div class="col-12">
|
||||
<div class="card border-0 shadow-sm @(guidedActivationBanner.IsDismissed ? "" : "border-start border-4 border-primary")">
|
||||
<div class="card-body py-3">
|
||||
<div class="d-flex flex-column flex-lg-row gap-3 align-items-lg-center justify-content-between">
|
||||
<div>
|
||||
<div class="fw-semibold mb-1">@guidedActivationBanner.Title</div>
|
||||
<div class="text-muted">@guidedActivationBanner.Message</div>
|
||||
</div>
|
||||
<div>
|
||||
<a asp-controller="GuidedActivation" asp-action="Start" class="btn @(guidedActivationBanner.IsDismissed ? "btn-outline-primary" : "btn-primary")">
|
||||
@guidedActivationBanner.ActionText
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (shopProgressWidget != null)
|
||||
{
|
||||
@await Html.PartialAsync("_ShopProgressWidget", shopProgressWidget)
|
||||
}
|
||||
|
||||
@* Config health alert — only shown when there are setup gaps *@
|
||||
@if (configHealth != null && !configHealth.IsHealthy)
|
||||
{
|
||||
@@ -777,6 +808,7 @@
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script src="~/js/shop-progress-widget.js" asp-append-version="true"></script>
|
||||
<script>
|
||||
// Powder Orders - Mark as Ordered
|
||||
document.querySelectorAll('.mark-ordered-btn').forEach(btn => {
|
||||
@@ -1250,4 +1282,3 @@
|
||||
};
|
||||
}
|
||||
}
|
||||
|
||||
|
||||
Reference in New Issue
Block a user