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>
2026-04-28 21:10:47 -04:00
parent 4d27a378ac
commit 8aae30765f
30 changed files with 10870 additions and 333 deletions
@@ -0,0 +1,25 @@
+(function () {
+    var STORAGE_KEY = 'shopProgressCollapsed';
+    var widget = document.getElementById('shopProgressWidget');
+    if (!widget) return;
+
+    var body     = document.getElementById('shopProgressBody');
+    var toggle   = document.getElementById('shopProgressToggle');
+    var chevron  = document.getElementById('shopProgressChevron');
+
+    function setCollapsed(collapsed) {
+        body.style.display = collapsed ? 'none' : '';
+        chevron.className  = collapsed ? 'bi bi-chevron-down' : 'bi bi-chevron-up';
+        toggle.title       = collapsed ? 'Expand' : 'Collapse';
+        try { localStorage.setItem(STORAGE_KEY, collapsed ? '1' : '0'); } catch (e) { }
+    }
+
+    // Restore on load
+    try {
+        if (localStorage.getItem(STORAGE_KEY) === '1') setCollapsed(true);
+    } catch (e) { }
+
+    toggle.addEventListener('click', function () {
+        setCollapsed(body.style.display === 'none' ? false : true);
+    });
+}());