Automate onboarding for new tenant

[rchlfryn]

Description

Automates the entire tenant onboarding workflow. Creating a new tenant in the admin panel now automatically provisions all default data (settings, pages, navigation, etc.) and displays an interactive onboarding checklist on the tenant edit page to track progress.

Related Issues

Fixes #533

Key Changes

• Provision endpoint (POST /api/tenants/provision) — creates a tenant and provisions all default data in one call. Can also be triggered via the provisionAfterChange hook on tenant creation.
• Provisioning logic — creates website settings with placeholder brand assets, 4 built-in pages, copies template pages from DVAC (filtering tenant-scoped blocks, converting static lists to dynamic), creates a home page with welcome content, and builds navigation linking everything together.
• Onboarding Checklist UI — a ChecklistItem-based component on the tenant edit page showing status of all automated and manual steps, with a "Rerun Provisioning" button if anything is incomplete.
• Server actions (onboardingActions.ts) — checks provisioning status by querying all relevant collections and inspecting colors.css and centerColorMap for theme setup.
• Placeholder brand assets — three PNG images (logo, icon, banner) used as required upload placeholders for website settings during provisioning.
• removeIdKey utility — strips id keys from deeply nested objects when copying template pages to avoid ID collisions.
• Seed fix — added skipProvision: true context to upsertGlobals to prevent auto-provisioning during seeding.
• Updated docs/onboarding.md — rewrote to reflect automated workflow, added CSS variable reference table for theme setup.

How to test

1. Run pnpm seed to get a fresh database with the template tenant (DVAC)
2. Go to admin panel → Avalanche Centers → Create
3. Enter a name and slug, save
4. Verify the onboarding checklist appears showing all automated steps as complete
5. Click "Update Brand Assets" to confirm the settings link works
6. Verify "Add brand colors" and "Add OG image colors" show as incomplete (since no theme exists for the new tenant)

Screenshots / Demo video

if nothing runs correctly

Need to do manual actions

Full set up

https://www.loom.com/share/7ba0486274454cff97b273f3880c358d

Migration Explanation

No schema changes — no migration needed.

Future enhancements / Questions

• Support deleting an avalanche center #976 — Tenant deletion currently leaves orphaned data. Need a beforeDelete cleanup hook and confirmation prompt.
• Auto-generate colors.css entry from brand asset colors #998 Theme creation could potentially be partially automated (generate a colors.css entry from brand asset colors).
• Custom domain setup remains manual (Vercel, DNS, PostHog configuration).
• Auto-detect single vs multi-zone center from AFP during provisioning #999 Automatically check form the AFP if this is a single or multi-zone center and provision accordingly
• Define completion criteria for onboarding checklist content steps #1000 How do we want to define completed for each of the content steps? Right now the step will be incomplete if something is deleted. See Automate onboarding for new tenant #974 (comment)

[github-actions]

Preview deployment: https://endpoint-new-tenant.preview.avy-fx.org

[rchlfryn]

When I created a new avalanche center in preview with a valid slug in the AFP, I got an a 404 when visiting their subdomain site: https://btac.endpoint-new-tenant.preview.avy-fx.org/

I believe this was fixed by #947. But I did find another 404 issue with the AFP returning incomplete schemas. This is fixed in #996

[rchlfryn]

We currently can't delete any tenant so this test is flaky until #976 is fixed

[busbyk]

🎉

[github-actions]

🚀 This is included in version v1.12.0