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:
@@ -37,6 +37,7 @@
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<form asp-action="Create" method="post" id="invoiceForm">
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@Html.AntiForgeryToken()
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<input type="hidden" name="guidedActivation" value="@ViewBag.GuidedActivation" />
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@if (!ViewData.ModelState.IsValid)
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{
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@@ -47,6 +48,14 @@
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</div>
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}
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@if (ViewBag.GuidedActivation != null)
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{
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<div class="alert alert-primary alert-permanent border-0 shadow-sm mb-4">
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<div class="fw-semibold mb-1">Optional next step: Create the invoice</div>
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<div>This uses the real invoice flow. Review the line items, then save when you want to close the loop with billing.</div>
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</div>
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}
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<input type="hidden" asp-for="PreparedById" />
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<input type="hidden" asp-for="JobId" />
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<input type="hidden" asp-for="CustomerId" id="hiddenCustomerId" />
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@@ -21,6 +21,7 @@
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&& (Model.PaymentLinkExpiresAt == null || Model.PaymentLinkExpiresAt <= DateTime.UtcNow);
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var onlinePaymentsEnabled = ViewBag.OnlinePaymentsEnabled == true;
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var showOnlinePaymentCard = !isDraft && !isVoided && Model.BalanceDue > 0 && onlinePaymentsEnabled;
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var guidedActivationCallout = ViewBag.GuidedActivationCallout as PowderCoating.Web.ViewModels.GuidedActivation.GuidedActivationCalloutViewModel;
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}
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<div class="row justify-content-center">
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@@ -69,6 +70,23 @@
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</div>
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}
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@if (guidedActivationCallout?.Show == true)
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{
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<div class="alert alert-success alert-permanent border-0 shadow-sm mb-4">
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<div class="d-flex flex-column flex-lg-row gap-3 align-items-lg-center justify-content-between">
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<div>
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<div class="fw-semibold mb-1">@guidedActivationCallout.Title</div>
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<div>@guidedActivationCallout.Message</div>
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</div>
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<div>
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<a asp-controller="Dashboard" asp-action="Index" class="btn btn-success">
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@guidedActivationCallout.ActionText
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</a>
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</div>
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</div>
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</div>
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}
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<!-- Status Banner -->
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<div class="alert alert-@statusColor alert-permanent d-flex align-items-center mb-4">
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<i class="bi bi-info-circle me-2" style="font-size:1.4rem;"></i>
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