olsch01
f1e66966f3
Feature 1 - How-To Intro Tour (react-joyride): - 8-step guided walkthrough highlighting Dashboard, Accounts, Assessments, Transactions, Budgets, Reports, and AI Investment Planning - Runs automatically on first login, tracked via has_seen_intro flag on user - Centralized step config in config/tourSteps.ts for easy text editing - data-tour attributes on Sidebar nav items and Dashboard for targeting Feature 2 - Tenant Onboarding Wizard: - 3-step modal wizard: create operating account, assessment group + units, import budget CSV - Runs after tour completes, tracked via onboardingComplete in org settings JSONB - Reuses existing API endpoints (POST /accounts, /assessment-groups, /units, /budgets/:year/import) Backend changes: - Add has_seen_intro column to shared.users + migration - Add PATCH /auth/intro-seen endpoint to mark tour complete - Add PATCH /organizations/settings endpoint for org settings updates - Include hasSeenIntro in login response, settings in switch-org response Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
10 lines
198 B
PL/PgSQL
10 lines
198 B
PL/PgSQL
-- Migration: Add onboarding tracking flag to users table
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-- Phase 7: Onboarding Features
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BEGIN;
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ALTER TABLE shared.users
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ADD COLUMN IF NOT EXISTS has_seen_intro BOOLEAN DEFAULT FALSE;
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COMMIT;
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