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
@@ -18,8 +18,17 @@
<form asp-action="Create" asp-controller="Quotes" method="post" id="quoteForm">
@Html.AntiForgeryToken()
<input type="hidden" name="guidedActivation" value="@ViewBag.GuidedActivation" />
<input type="hidden" asp-for="TaxPercent" />
@if ((ViewBag.GuidedActivation as string) == PowderCoating.Shared.Constants.AppConstants.GuidedActivation.QuoteFirstPath)
{
<div class="alert alert-primary alert-permanent border-0 shadow-sm mb-4">
<div class="fw-semibold mb-1">Step 1: Create your first sample quote</div>
<div>We've prefilled a quick example. You can edit anything before saving.</div>
</div>
}
<!-- Mode Toggle -->
<div class="d-flex align-items-center gap-2 mb-3">
<div class="quote-mode-toggle" role="group" aria-label="Quote mode">