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Initial import of AlgaPSA codebase from PSA server 
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Source: /opt/alga-psa on psa.joliet.tech
2026-06-22 16:12:17 -05:00

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Scratchpad — Dashboard Onboarding Checklist: Sub-steps + Updated Portal/Email Items

  • Plan slug: 2026-01-07-dashboard-onboarding-checklist-substeps
  • Created: 2026-01-07

What This Is

Rolling notes for discoveries/decisions while implementing sub-steps in the dashboard onboarding checklist.

Decisions

  • (2026-01-07) Keep existing top-level step IDs (client_portal_domain, managed_email) for analytics/back-compat; update only titles/copy and add sub-steps under them.
  • (2026-01-07) Sub-step completion rules: portal branding = any portal configuration exists; invite contact = portal invite exists; inbound email = any email_providers row exists.

Discoveries / Constraints

  • (2026-01-07) Current onboarding pipeline: server/src/lib/actions/onboarding-progress.ts → useOnboardingProgress → dashboard quick-start + OnboardingChecklist.
  • (2026-01-07) Current SSO CTA href is /msp/account/sso; requested correct route is /msp/profile?tab=Single+Sign-On.

Commands / Runbooks

  • rg -n "useOnboardingProgress|OnboardingChecklist|getOnboardingProgressAction" server/src -S

Links / References

  • Existing checklist plan: ee/docs/plans/2025-11-17-onboarding-dashboard-checklist-plan.md
  • Signal documentation: docs/getting-started/configuration_guide.md
  • Implementation files:
    • server/src/lib/actions/onboarding-progress.ts
    • server/src/components/dashboard/hooks/useOnboardingProgress.tsx
    • server/src/components/dashboard/OnboardingChecklist.tsx
    • server/src/components/dashboard/Dashboard.tsx

Open Questions

  • (Resolved 2026-01-07) Completion criteria confirmed for portal branding customization, invite first contact to portal, and inbound email configuration.