A new member who joins via invite code now walks through an
admin-defined onboarding sequence before reaching the app.
Schema (migration 022, folded into schema.sql Section 14):
- space_onboarding_steps: step_key, step_type
(welcome|code_of_conduct|profile|payment|content), title, body,
config jsonb, is_enabled, is_required, is_system, sort_order,
unique per (space, step_key). Full RLS: members read, admin/board
write, admin delete non-system.
- space_members.onboarding_completed_at + onboarding_progress jsonb.
- Trigger seeds four default steps per space (welcome, code of
conduct [required], profile, dues). Backfill seeds existing spaces
and marks all existing members complete so the new gate never
traps them.
Flow:
- /onboarding (top-level route, outside the (app) group so no
redirect loop). Progress bar, step counter, back/continue, per-type
rendering. Profile step calls updateMyProfile; payment step is a
non-blocking nudge with optional link and "Remind me later".
- (app)/layout.tsx redirects to /onboarding while
onboarding_completed_at is null.
- createSpace marks the founder complete: founders configure the
space, they do not run the member flow (matches admin-vs-end-user
persona research).
- finishOnboarding re-checks required steps server-side so a tampered
client cannot skip a required code-of-conduct acknowledgement.
skipOnboarding only works when nothing is required.
Admin config:
- Settings -> Onboarding tab: reorder, edit title/body/payment link,
toggle enabled/required, add custom content steps, delete
non-system steps.
Safety:
- components/safe-markdown.tsx renders admin-authored markdown and a
sanitized subset of HTML (rehype-raw + rehype-sanitize). Added
those two deps.
Also:
- bio added to updateMyProfileSchema (members can self-set it; not
blocked by the migration-015 trigger).
- docs/UX_AND_PERSONAS.md: 4 personas and prioritized UX audit
findings. Onboarding was finding #1; 2-6 deferred and tracked.
266/266 unit tests pass. Production build clean, /onboarding in the
route table. Migration 022 applies idempotently on the next deploy.
Adds proposals + proposal_votes + policies + incidents + incident_updates
tables with full RLS, async voting flow, dismissal-appeal pathway,
versioned policies with provenance, and an anonymous-incident token mode.
Adds per-space configurable areas, financial visibility settings, member
self-profile + COI disclosure, and a mission statement that renders in
the app footer.
Reorganises lib/actions.ts into per-domain files (tasks, projects,
members, payments, contacts, knowledge-base, secrets, area-leads,
settings, imports, proposals, incidents, policies, areas) plus a barrel.
Adds lib/permissions.ts and lib/auth-helpers.ts so action bodies stop
duplicating the user-to-member-to-role check. Wires every action that has
a Zod schema; introduces a flexibleDateTime preprocessor so HTML date
pickers no longer hit "Invalid datetime".
Hardens RLS: drops NOT NULL on space_members.user_id for offline members,
adds a privilege-escalation trigger that blocks self-edits to role / tier
/ status / approved / has_card_access / space_id, closes four
cross-tenant holes in the governance kernel, and adds a partial unique
index so two admins cannot concurrently activate two drafts of the same
policy slug.
Ships every deployment artifact: Dockerfile, docker-compose,
.do/app.yaml, .env.example, /api/health, plus a managed-Supabase guide
(docs/DEPLOYMENT.md), an end-to-end self-hosted Droplet guide
(docs/DEPLOY_DO_SELFHOSTED.md), and a Supabase-CLI local-dev quickstart
(docs/LOCAL_DEV.md). Replaces middleware.ts with proxy.ts for Next.js 16.
Adds scripts/schema.sql as the canonical idempotent full deploy plus
fourteen numbered incremental migrations.
Adds scripts/seed.sql so a fresh local DB renders something instead of
empty pages: a demo space, five members across all roles, a v1 code of
conduct, three proposals in different states with seven votes already
cast, an open incident, a project, three tasks, a KB entry, and matching
activity-log rows.
Replaces v0-generated test scaffolding with 266 real tests across
__tests__/{actions,auth-helpers,components,governance,permissions,
security,utils,validations}.test.ts. Adds react-markdown + remark-gfm
for proposal / incident / policy body rendering. Deletes four dead v0
fix-* scripts, the unused components/app-shell.tsx, and the duplicate
app/auth/login/page.tsx.
Routes (31 total): /api/health, /api/paypal/sync, /auth/callback, /,
/login, /signup, /signup/confirm, /dashboard, /tasks, /projects,
/members, /payments, /financials, /contacts, /ops, /ops/[id], /ops/new,
/proposals, /proposals/[id], /proposals/new, /incidents, /incidents/[id],
/incidents/new, /policies, /policies/[slug], /policies/new, /profile,
/recruitment, /settings, /comms, /import.
Full pass-by-pass history is in docs/HANDOFF.md; the roadmap is in
docs/GOVERNANCE_FEATURES.md.
Moheeb Zara
v0andMoheeb Zara