Onboarding Workbench
En bref
The tenant onboarding workbench replaces the spreadsheet most platforms run alongside their console: an eight-step `SysOnboardingChecklist` from contract to go-live with status, assignee, and blocking reason; a per-tenant onboarding dashboard with days-open and current step; a guided data-import wizard (CSV/SIE/FIPJP/XML/JSON) with validation preview; a three-probe tenant-health check; and a quarter-grouped retrospective view of historical onboardings.
Comment ça fonctionne
Onboarding Workbench replaces the spreadsheet most platforms run alongside their console. Each tenant gets a `SysOnboardingChecklist` with eight default steps (contract, kickoff, configure, import data, train admins, dry-run, go/no-go, go-live), each carrying status, assignee, and a free-text blocking reason. `PATCH /sys/onboarding/{tenant_id}/steps/{step_id}` auto-flips status as fields update and stamps `completed_at` on the parent checklist when all steps pass; once that flag flips, the dashboard moves the tenant out of `active` into `completed`. The dashboard at `GET /sys/onboarding` lists all in-flight onboardings with an active/completed filter, days-open, current step, and assignee — the place a CSM lands every morning.
The data-import wizard at `POST /sys/onboarding/{tenant_id}/imports` queues a `SysOnboardingImport` for one of five formats (csv, sie, fipjp, xml, json), surfaces a validation preview with row counts and parse warnings, and tracks progress through to completion; it wraps the PL-T056 importer so the same code path serves both onboarding and ongoing imports. The tenant-health check at `POST /sys/onboarding/{tenant_id}/health-check` runs three pluggable probes registered through `set_health_probes()` — sample login, sample transaction, sample member report — and aggregates to pass/warn/fail. The aggregate is what unblocks the go/no-go step.
The onboarding retrospective at `GET /sys/onboarding/retrospective?group_by=quarter` slices completed onboardings by time-to-live, total days, and step-by-step duration; it lets the team prove whether onboarding is getting faster and identify which step keeps slipping (it is almost always `import data`). Together these surfaces collapse a multi-tool onboarding workflow into one console with audit, accountability, and trend data.
Capacités clés
- Eight-step `SysOnboardingChecklist` with status, assignee, blocking reason
- Auto-flip step status and stamp `completed_at` on parent checklist
- Onboarding dashboard with active/completed filter, days-open, current step
- Data-import wizard supporting CSV/SIE/FIPJP/XML/JSON with validation preview
- Tenant-health check with three pluggable probes aggregated to pass/warn/fail
- Quarter-grouped retrospective with time-to-live and per-step duration trend
En pratique
A new federation contract closes; the CSM creates the tenant in F21.05 and lands on the onboarding workbench. Steps 1–3 flip green within the week. Step 4 (data import) takes longer; she opens the import wizard, uploads the federation's SIE export, reviews 124 parse warnings, fixes 11 in source data, and re-imports successfully.
She runs the tenant-health check; sample login passes, sample transaction warns (a missing payment provider config), sample member report passes. She fixes the warning, re-runs, gets a green pass, and unblocks step 6. Two weeks later go-live ships.
The retrospective for the quarter shows median time-to-live dropping from 38 to 27 days, with the import step still owning the longest median.
Fonctionnalités de ce sous-système
6| ID | Status | Fonctionnalités |
|---|---|---|
| F21.20.01 | Livré | New-tenant checklist — SysOnboardingChecklist with eight default steps (contract → go-live), per-step status + assignee + blocking reason; PATCH /sys/onboarding/{tenant_id}/steps/{step_id} auto-flips status and fills completed_at when all steps pass. ✅ PL-T140 |
| F21.20.02 | Livré | Per-tenant onboarding status — GET /sys/onboarding dashboard with active/completed filter, days-open, current step, assignee. Implemented (PL-T140) |
| F21.20.03 | Livré | Data-import wizard — POST /sys/onboarding/{tenant_id}/imports queues SysOnboardingImport (csv/sie/fipjp/xml/json), surfaces validation preview + progress; wraps PL-T056 importer. Implemented (PL-T140) |
| F21.20.04 | Livré | Tenant-health check — POST /sys/onboarding/{tenant_id}/health-check runs three pluggable probes (sample login, sample transaction, sample member report) via set_health_probes(); aggregates to pass/warn/fail. Implemented (PL-T140) |
| F21.20.05 | Livré | Onboarding-timeline retrospective — GET /sys/onboarding/retrospective?group_by=quarter country cohort summaries (time-to-first-transaction / first-member / go-live). | Implemented (PL-T140) |
| F21.20.06 | Livré | Sys-admin onboarding-kurs — 30-dagars-progression med 4 veckokapitel, 20 sandbox-uppgifter, 5 checkpoints + mentor-guide under docs/engineering/operator-manual/onboarding/. In-konsol-tracker /onboarding-progress med checkbox per uppgift, mentor-signoff och inbäddad markdown-detaljvy via /help/[slug]. Routen försvinner ur sidebaren när autonomous=true. ✅ PL-T299 |