Phase 2 Task 41 — Dashboard redesign.
Backend:
- Extend GET /users/onboarding-status with email_verified and shop_setup_done.
- tried_ai_assistant kept in payload for backward-compat during deploy.
Frontend:
- New NextStepCard: surfaces the highest-priority incomplete onboarding item
with a primary CTA. Priority order: verify email > set up shop > run first
FlowPilot session > connect PSA > invite teammate > pick a plan (gated on
trial stage warning/urgent/expired). Returns null when all done OR
onboarding_dismissed.
- New SetupChecklist: unified single list (no SOLO/TEAM bifurcation), drops
the stale tried_ai_assistant / Script Builder item, surfaces "Pick a plan"
when trial stage is warning or later.
- Mounted on QuickStartPage below the hero with a "Show all setup steps"
toggle. The whole onboarding section auto-hides when there's nothing left
to nudge on, so the dashboard goes back to clean once setup is done.
- Removed the orphaned OnboardingChecklist component (was defined but never
mounted).
- New useOnboardingStatus hook so page + components share one fetch contract.
Tests:
- Backend: test_onboarding_status_includes_email_verified_and_shop_setup_done.
- Frontend (Vitest): 13 new tests across NextStepCard, SetupChecklist, and
QuickStartPage covering priority ordering, dismissal, the SOLO/TEAM
removal, the toggle reveal, and the trial-stage gate on Pick a plan.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Persists welcome-wizard Step 1/2/3 progress for self-serve signup Phase 2.
PATCH validates step cannot decrease, ignores `data` on action="skip", and
is idempotent on re-PATCH of the same step. POST /users/me/onboarding-dismiss-rest
backs the wizard's "Skip the rest" button.
Both routes added to _EMAIL_VERIFICATION_ALLOWLIST and _SUBSCRIPTION_GUARD_ALLOWLIST
so the wizard runs before email verification and during the trial. 4 integration
tests cover field writes, skip semantics, decrease guard, and dismiss-rest.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Add onboarding_dismissed and branding columns (logo_data, logo_content_type,
company_display_name) to users and teams models. Create SessionSupportingData
model for attaching text snippets and screenshots to sessions. Add Pydantic
schemas for onboarding status, branding responses, and supporting data CRUD.
Update SessionExport to accept pdf format.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
