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37 lines
1.7 KiB
Markdown
37 lines
1.7 KiB
Markdown
# Scratchpad — Dashboard Onboarding Checklist: Sub-steps + Updated Portal/Email Items
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- Plan slug: `2026-01-07-dashboard-onboarding-checklist-substeps`
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- Created: `2026-01-07`
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## What This Is
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Rolling notes for discoveries/decisions while implementing sub-steps in the dashboard onboarding checklist.
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## Decisions
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- (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.
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- (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.
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## Discoveries / Constraints
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- (2026-01-07) Current onboarding pipeline: `server/src/lib/actions/onboarding-progress.ts` → `useOnboardingProgress` → dashboard quick-start + `OnboardingChecklist`.
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- (2026-01-07) Current SSO CTA href is `/msp/account/sso`; requested correct route is `/msp/profile?tab=Single+Sign-On`.
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## Commands / Runbooks
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- `rg -n "useOnboardingProgress|OnboardingChecklist|getOnboardingProgressAction" server/src -S`
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## Links / References
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- Existing checklist plan: `ee/docs/plans/2025-11-17-onboarding-dashboard-checklist-plan.md`
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- Signal documentation: `docs/getting-started/configuration_guide.md`
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- Implementation files:
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- `server/src/lib/actions/onboarding-progress.ts`
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- `server/src/components/dashboard/hooks/useOnboardingProgress.tsx`
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- `server/src/components/dashboard/OnboardingChecklist.tsx`
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- `server/src/components/dashboard/Dashboard.tsx`
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## Open Questions
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- (Resolved 2026-01-07) Completion criteria confirmed for portal branding customization, invite first contact to portal, and inbound email configuration.
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