SanatiLeads/docs/phase-2-onboarding-and-dashboard.md

Phase 2 — Onboarding Persistence & Dashboard

Goals

• Persist analysis results in Convex instead of localStorage.
• Connect onboarding to project + data source records.
• Build a functional dashboard that renders saved analysis.

Scope

• Update onboarding flow to create or select a project.
• Save analysis results to Convex and store IDs.
• Render dashboard from Convex queries with empty/loading states.

Detailed Tasks

1. Onboarding persistence

   • When analysis completes:
     • Ensure a default project exists (create if missing).
     • Create a dataSources entry for the URL or manual input.
     • Insert a new analyses record linked to project + data source.
   • Stop using localStorage as the source of truth (can keep as cache if needed).
   • Store analysisId in router state or query param if useful.

2. Manual input integration

   • Same persistence path as URL analysis.
   • Mark data source type + metadata to indicate manual origin.

3. Dashboard implementation

   • Fetch latest analysis for selected project.
   • Render:
     • Product name + tagline + description.
     • Summary cards (features, keywords, personas, competitors, use cases).
     • Top features list + top problems solved.
   • Add empty state if no analysis exists.

4. Project selection behavior

   • When project changes in sidebar, dashboard should re-query and update.

Dependencies

• Requires Phase 1 schema and layout decisions.

Acceptance Criteria

• Onboarding persists analysis to Convex.
• Dashboard displays real data from Convex.
• Refreshing the page keeps data intact.

Risks

• Larger analysis objects may need pagination/partial display.

Notes

• Keep UI fast by showing a small, curated subset of analysis data.