A self-paced onboarding track that introduces a new employee to every KB
theme in breadth (not depth), so they grasp how Respellion works day to
day and week to week. Offered as a CTA inside the Dashboard "New here?"
explainer card; always available regardless of enrollment.
Design:
- Theme is the trackable unit; the 5 "days" are a read-time presentation
grouping, so re-chunking never loses progress. Completion is stored per
theme in onboarding_completions.
- Per-theme overview generated lazily on first open (fast-tier
emit_onboarding_overview tool), cached in onboarding_overviews keyed by
theme + a topics_fingerprint that triggers regeneration when the theme's
topic set changes.
- Reachable via /onboarding-track using the existing skipEnrollmentGate
prop, decoupled from the 26-week curriculum (distinct from /onboarding,
the enrollment page).
Backend:
- pb_migrations/1781200000_created_onboarding.js: two collections with
authenticated-only rules and unique indexes; TEXT team_member_id (no
relation) per the post-#18/#27 convention. Mirrored in
scripts/setup-pb-collections.mjs.
- src/lib/onboardingService.js: pure helpers (orderThemes,
distributeThemesIntoDays, computeTopicsFingerprint,
computeOnboardingProgress, buildOnboardingPlan) + generation + I/O.
- db.js onboarding helpers use pb.filter() bindings (theme is free text).
- LLM tool + Zod schema + registry + simulation stub.
Frontend:
- src/pages/OnboardingTrack.jsx (day list, per-theme overview, completion
banner, progress ring/day bar).
- Dashboard "New here?" card CTA + X/5-days progress chip (hidden when the
KB has no themes).
Docs: data-model, generation-spec (§D), frontend-spec updated.
Verified: 22 new unit tests (npm test 134/134), eslint clean on changed
files, npm run build OK, PocketBase v0.30.4 boot applies the migration
(collections + unique indexes + authed rules confirmed), and a backend
contract check (upsert idempotency, unique-index guard, special-char
theme filtering).
Closes#30
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- Introduced "Pension Scheme & Benefits" detailing secondary employment benefits and pension specifics.
- Created "Roles & Accountabilities" outlining the Holacracy role structure and responsibilities within Respellion.
- Added "Security" section covering GDPR compliance and workplace safety protocols.
- Established "Spending and Contracting" policy detailing expense categories and submission processes.
- Documented "Who We Are" to define Respellion's identity, services, and operational model under Holacracy and ISO 9001.
- Created handover document outlining design decisions and application functionality.
- Developed implementation plan detailing phased approach for service development.
- Specified ingestion service responsibilities, API surface, and processing pipeline.