/** * How-To Intro Tour Steps * * Centralized configuration for the react-joyride walkthrough. * Edit the title and content fields below to change tour text. * Steps are ordered to mirror the natural workflow of the platform. */ import type { Step } from 'react-joyride'; export const TOUR_STEPS: Step[] = [ { target: '[data-tour="dashboard-content"]', title: 'Your Financial Dashboard', content: 'Welcome to LedgerIQ! This dashboard gives you an at-a-glance view of your HOA\'s financial health — operating funds, reserve funds, receivables, delinquencies, and recent transactions. It updates automatically as you record activity.', placement: 'center', disableBeacon: true, }, { target: '[data-tour="sidebar-nav"]', title: 'Navigation', content: 'The sidebar organizes all your tools into five sections: Financials, Assessments, Transactions, Planning, and Reports. Click any item to navigate directly to that module.', placement: 'right', }, { target: '[data-tour="nav-accounts"]', title: 'Chart of Accounts', content: 'Manage your Chart of Accounts here. Set up operating and reserve fund bank accounts, track balances, record opening balances, and manage your investment accounts — all separated by fund type.', placement: 'right', }, { target: '[data-tour="nav-assessment-groups"]', title: 'Assessments & Homeowners', content: 'Create assessment groups to define your monthly, quarterly, or annual HOA dues. Add homeowner units, assign them to groups, and generate invoices automatically based on your assessment schedule.', placement: 'right', }, { target: '[data-tour="nav-transactions"]', title: 'Transactions & Journal Entries', content: 'Record all financial activity here through double-entry journal entries. The system also automatically creates entries when you record payments, generate invoices, or set opening balances.', placement: 'right', }, { target: '[data-tour="nav-budgets"]', title: 'Budget Management', content: 'Create and manage annual budgets for every income and expense account. You can enter amounts manually by month or import your budget from a CSV file for quick setup.', placement: 'right', }, { target: '[data-tour="nav-reports"]', title: 'Financial Reports', content: 'Generate comprehensive reports including Balance Sheet, Income Statement, Cash Flow Statement, Budget vs Actual, Aging Report, and more. All reports are generated in real-time from your journal data.', placement: 'right', }, { target: '[data-tour="nav-investment-planning"]', title: 'AI Investment Planning', content: 'Use AI-powered recommendations to optimize your reserve fund investments. The system analyzes current market rates for CDs, money market accounts, and high-yield savings to suggest the best allocation strategy.', placement: 'right', }, ];