Onboarding

The onboarding guide SHALL display automatically for new users who have not completed onboarding. Closing the guide SHALL hide it for the current session only; it SHALL reappear in a new session. Permanently dismissing the guide SHALL hide it until the user manually re-opens it. The guide SHALL be re-openable via a help menu entry point. When closed, the guide SHALL be fully non-interactive to prevent invisible click-blocking. The guide SHALL animate in and out with a slide transition that respects reduced-motion preferences.

Onboarding steps SHALL be organized into stages with clear progress indicators. Each step SHALL have a title, description, time estimate, and call-to-action. The current stage SHALL be expanded by default, and a visual progress bar SHALL fill proportionally to completed steps.

Steps SHALL complete automatically when their completion criteria are met, including via real-time SSE events from the backend. Completed steps SHALL display a checkmark and collapse. Steps MAY be skipped, and skipping SHALL advance to the next step in the same stage.

Step call-to-action buttons SHALL perform their configured actions: navigating to in-app routes, opening external URLs in a new tab, opening modal dialogs, or executing trigger actions such as copying content to clipboard. Copy actions SHALL display confirmation feedback.

Onboarding state including dismissal preference, completion status, and skipped steps SHALL persist across sessions. Session-only state such as minimized status SHALL reset on page refresh.

The onboarding flow SHALL complete when all steps are done or skipped. A success message SHALL be displayed before the guide closes. The guide SHALL remain re-openable via the help menu even after completion.

The onboarding stage list SHALL be selectable based on the deployment hostname so that tenant deployments can present domain-specific guidance.

The incentives onboarding flow SHALL guide users through providing property context, requesting incentive searches, and viewing results.

The system SHALL update tenant onboarding flags as users complete incentives actions such as creating a property profile, executing an incentive search, or viewing reports.

The setup guide toggle button SHALL display a badge showing the number of remaining steps when onboarding is incomplete and not dismissed. The badge SHALL NOT render when all steps are complete or when the guide has been permanently dismissed.