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>
69 lines
2.9 KiB
TypeScript
69 lines
2.9 KiB
TypeScript
/**
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* How-To Intro Tour Steps
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*
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* Centralized configuration for the react-joyride walkthrough.
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* Edit the title and content fields below to change tour text.
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* Steps are ordered to mirror the natural workflow of the platform.
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*/
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import type { Step } from 'react-joyride';
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export const TOUR_STEPS: Step[] = [
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{
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target: '[data-tour="dashboard-content"]',
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title: 'Your Financial Dashboard',
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content:
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'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.',
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placement: 'center',
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disableBeacon: true,
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},
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{
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target: '[data-tour="sidebar-nav"]',
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title: 'Navigation',
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content:
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'The sidebar organizes all your tools into five sections: Financials, Assessments, Transactions, Planning, and Reports. Click any item to navigate directly to that module.',
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placement: 'right',
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},
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{
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target: '[data-tour="nav-accounts"]',
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title: 'Chart of Accounts',
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content:
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'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.',
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placement: 'right',
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},
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{
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target: '[data-tour="nav-assessment-groups"]',
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title: 'Assessments & Homeowners',
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content:
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'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.',
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placement: 'right',
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},
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{
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target: '[data-tour="nav-transactions"]',
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title: 'Transactions & Journal Entries',
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content:
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'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.',
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placement: 'right',
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},
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{
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target: '[data-tour="nav-budgets"]',
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title: 'Budget Management',
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content:
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'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.',
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placement: 'right',
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},
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{
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target: '[data-tour="nav-reports"]',
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title: 'Financial Reports',
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content:
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'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.',
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placement: 'right',
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},
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{
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target: '[data-tour="nav-investment-planning"]',
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title: 'AI Investment Planning',
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content:
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'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.',
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placement: 'right',
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},
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];
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