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Add durable onboarding step conversion funnel - #200

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Add durable onboarding step conversion funnel#200
evangauer wants to merge 1 commit into
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codex/onboarding-step-funnel

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@evangauer

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What changed

  • Record first-write, database-clock completion evidence for each guided onboarding step.
  • Serialize and validate setup cursor transitions, including stale clients, backward navigation, retired cursors, and legacy migration evidence.
  • Add a privacy-safe platform-admin onboarding cohort dashboard and weekly activation-digest section.
  • Report sequential conversion, seven-day stalls, and complete/partial/historical/missing evidence quality without inventing historical timestamps.

Why

The existing activation funnel could show registration and eventual activation, but it could not identify where a clinic stopped inside guided setup. Mutable cursors also could not safely represent first attainment. This release makes the four-step setup path measurable without adding signup friction or exposing participant identities.

Safety and compatibility

  • No schema migration or RLS change is required; evidence remains in the existing tenant-protected practice settings document.
  • Timestamps are generated by PostgreSQL, first-write-wins, and written only for validated forward transitions.
  • Missing intent resets stale live or retired cursors to the beginning; arbitrary cursors fail closed.
  • Historical cursors can contribute inferred completion counts but never prospective stall timestamps.
  • Cross-tenant reporting remains platform-admin-only and aggregate-only.

Validation

  • pnpm --filter @openpims/web type-check
  • pnpm --filter @openpims/web test — 3,888 passed; 6 expected integration skips
  • git diff --check
  • Production read-only execution of the new PostgreSQL cohort query: 10/10 registered clinics reconciled across evidence-quality buckets, with three mature pre-intent stalls identified
  • Independent read-only blocker audit: no blockers

@vercel

vercel Bot commented Aug 11, 2026

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Project Deployment Actions Updated (UTC)
openvpm-app Ready Ready Preview Aug 11, 2026 2:37pm
1 Skipped Deployment
Project Deployment Actions Updated (UTC)
openvpm Ignored Ignored Aug 11, 2026 2:37pm

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