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:
2026-04-28 21:10:47 -04:00
parent 4d27a378ac
commit 8aae30765f
30 changed files with 10870 additions and 333 deletions
@@ -37,6 +37,7 @@
<form asp-action="Create" method="post" id="invoiceForm">
@Html.AntiForgeryToken()
<input type="hidden" name="guidedActivation" value="@ViewBag.GuidedActivation" />
@if (!ViewData.ModelState.IsValid)
{
@@ -47,6 +48,14 @@
</div>
}
@if (ViewBag.GuidedActivation != null)
{
<div class="alert alert-primary alert-permanent border-0 shadow-sm mb-4">
<div class="fw-semibold mb-1">Optional next step: Create the invoice</div>
<div>This uses the real invoice flow. Review the line items, then save when you want to close the loop with billing.</div>
</div>
}
<input type="hidden" asp-for="PreparedById" />
<input type="hidden" asp-for="JobId" />
<input type="hidden" asp-for="CustomerId" id="hiddenCustomerId" />
@@ -21,6 +21,7 @@
&& (Model.PaymentLinkExpiresAt == null || Model.PaymentLinkExpiresAt <= DateTime.UtcNow);
var onlinePaymentsEnabled = ViewBag.OnlinePaymentsEnabled == true;
var showOnlinePaymentCard = !isDraft && !isVoided && Model.BalanceDue > 0 && onlinePaymentsEnabled;
var guidedActivationCallout = ViewBag.GuidedActivationCallout as PowderCoating.Web.ViewModels.GuidedActivation.GuidedActivationCalloutViewModel;
}
<div class="row justify-content-center">
@@ -69,6 +70,23 @@
</div>
}
@if (guidedActivationCallout?.Show == true)
{
<div class="alert alert-success alert-permanent border-0 shadow-sm mb-4">
<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">@guidedActivationCallout.Title</div>
<div>@guidedActivationCallout.Message</div>
</div>
<div>
<a asp-controller="Dashboard" asp-action="Index" class="btn btn-success">
@guidedActivationCallout.ActionText
</a>
</div>
</div>
</div>
}
<!-- Status Banner -->
<div class="alert alert-@statusColor alert-permanent d-flex align-items-center mb-4">
<i class="bi bi-info-circle me-2" style="font-size:1.4rem;"></i>