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Onboarding & migration

The cold start kills SaaS adoption. These items make the first hour productive.

Related code: onboard_tenant.py, app/graphql/opening_balances/, per-domain tabular/ packages.

Items

  • Industry-specific chart of accounts templates.
  • Acceptance: pick "Comercio / Servicios / Restaurante / Construcción / Salud"; chart loads with Panama-default accounts and default-account flags pre-set.
  • Clientes / proveedores / items import wizard with column-mapping memory.
  • Acceptance: drag a CSV/XLSX → see preview → map columns → import. Mapping is saved per tenant for next time.
  • Saldos iniciales is the first task on a new tenant home.
  • Acceptance: empty-state home for a new tenant guides the user into the opening-balances wizard (see feature/opening-balances.md).
  • QuickBooks Online migration — pull entities + balances via the existing integration.
  • Acceptance: connect QBO → choose entities → import; opening balances are computed as of a chosen date.
  • Excel/Hojas-de-cálculo from the contador importer with the common Panama layouts.
  • Acceptance: detect layout (column headers + sample of values), produce a draft import; mapping memory.
  • One-click demo data so trial users see a populated app immediately.
  • Acceptance: "Cargar datos de ejemplo" button in trial mode; "Limpiar todo" to start fresh.
  • Setup checklist on home — chart, clientes, proveedores, items, PAC, banca, payroll, equipo.
  • Acceptance: percentage-complete tile; clicking an unfinished step deep-links to the right setup screen.
  • Two-minute Loom embedded per onboarding step (or generated AI walkthrough).
  • Acceptance: short ES video next to each checklist item; pause/resume tracked.

Shipped

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