feat: UI refresh and user onboarding (#430)

* docs: design spec for lead-gen surfaces (Credits & Billing, Hire-an-Expert, Top-up, Enterprise)

Add brainstorming spec for: sidebar OBSERVE→MANAGE rename + Credits & Billing
link + Hire-an-Expert footer button; new /billing page with extracted Dograh
Model Credits card + CTAs; Top-up / Hire-an-Expert / Enterprise intake modals
with inline math captcha; and a workflow-builder Hire-an-Expert nudge. Frontend
only; submissions fire PostHog events via a submitLead() seam for a future
MongoDB endpoint. Also gitignore .superpowers/ brainstorm mockups.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs: implementation plan for user-onboarding lead-gen surfaces

14 bite-sized tasks: PostHog events, shared helpers (field options,
work-email blocklist, submitLead seam, math captcha), three intake modals
(enterprise/hire/top-up), LeadFormsProvider context, AppLayout mount, sidebar
MANAGE rename + Credits & Billing link + footer Hire button, extracted
DograhCreditsCard, /billing page, credits removal from Agent Runs, builder
nudge, and a full verification/dogfood pass.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(lead-gen): register PostHog events for lead-gen surfaces

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(lead-gen): shared field options, work-email validation, and submit seam

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(lead-gen): inline math captcha field

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(lead-gen): enterprise intake modal

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(lead-gen): hire-an-expert modal with enterprise link

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(lead-gen): top-up modal with >20k volume-pricing gate

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(lead-gen): shared lead-forms context provider

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(lead-gen): mount LeadFormsProvider in app layout

Wrap the sidebar branch of AppLayout with LeadFormsProvider so the shared
lead modals are available to the sidebar, billing card, and builder nudge.
Includes eslint import-order auto-fixes in TopUpModal and LeadFormsContext.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(lead-gen): rename OBSERVE to MANAGE, add Credits & Billing link and Hire-an-Expert footer button

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(lead-gen): extract DograhCreditsCard with top-up + hire CTAs

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(lead-gen): add Credits & Billing page

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* refactor(lead-gen): move Dograh Model Credits card out of Agent Runs to /billing

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(lead-gen): delayed Hire-an-Expert nudge on the workflow builder

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* ci(ui): add lint:lead-flow guard script

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(ui): restructure lead forms, self-serve Buy Credits, dialog blur

Revised lead-capture surfaces and credits bar:

- Dialog overlay gains backdrop blur (bg-black/60 backdrop-blur-sm).
- Shared primitives: LeadModalShell (icon/eyebrow header, scrollable body,
  sticky footer, trust-line slot), PhoneField (react-international-phone,
  dark, E.164 out), FormTrustLine ("Average response: under 10 minutes...").
- HireExpertModal: Name, Company, Job title, agent goal, Phone (required),
  monthly volume. EnterpriseModal: + work email (required logged-out),
  conditional deployment (yes/no/maybe, source-gated), agent goal.
  OnboardingModal: drop useCase. Phone mandatory except onboarding.
- Volume buckets match the backend qualifier (0-5k/5k-100k/100k+/not-sure).
- Delete TopUpModal; DograhCreditsCard now self-serve Buy Credits (amount
  chips $5/$10/$25/$50/$100 + custom min $5 → startTopUp seam) + Hire an
  Expert + dashed custom-pricing link opening Enterprise (billing_custom_pricing).
- PostHog events: drop topup_*, add buy_credits_clicked,
  buy_credits_amount_selected, custom_pricing_clicked. LeadFormsContext
  drops topup; LeadKind/LeadSource updated.
- Introduce a single --cta warm accent token (CTAs + focus rings only).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(ui): split-screen auth + enterprise CTA + dark theme default

- AuthShell: dark two-column auth layout (brand/value panel with CSS-only
  waveform motif + proof points + Bland-style enterprise CTA block on the
  left, zinc-900 form card on the right; single-column on mobile).
- AuthEnterpriseCTA: "Talk to our team" → dograh.com/contact?intent=enterprise.
- stack-theme: dark StackTheme token overrides synced to globals.css.
- page.tsx: wrap StackHandler (non-fullPage) in AuthShell + StackTheme;
  local-auth fallback preserved inside the shell. BackButton slimmed for the card.
- Dark locked as default: <html className="dark">, next-themes ThemeProvider
  (defaultTheme="dark", enableSystem=false); inline no-FOUC script defaults dark.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* ui rezig, onboarding, billing, hire us & on prem cues

* ui changes

* chore: update comment

* chore: untrack docs/superpowers and gitignore it

* feat: refactor user configuration table

* feat(ui): 'check your email' confirmation on lead forms

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* added email and country in form submissions

* chore: update leads api

* fix: wrap dograh model config in card

---------

Co-authored-by: Pritesh <pritesh@dograh.com>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

api/alembic/versions/91cc6ba3e1c7_add_key_to_user_configurations.py

@@ -0,0 +1,52 @@
+"""add key to user_configurations
+
+Turns user_configurations into a per-user keyed JSON store mirroring
+organization_configurations. Existing rows (the legacy v1 AI model
+configuration blob) are backfilled with key MODEL_CONFIGURATION.
+
+Revision ID: 91cc6ba3e1c7
+Revises: efe356f488f9
+Create Date: 2026-06-12 21:04:25.561529
+
+"""
+
+from typing import Sequence, Union
+
+import sqlalchemy as sa
+from alembic import op
+
+# revision identifiers, used by Alembic.
+revision: str = "91cc6ba3e1c7"
+down_revision: Union[str, None] = "efe356f488f9"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # Backfill existing rows (all legacy model-config blobs) via the server
+    # default, then drop the default — application code always supplies key.
+    op.add_column(
+        "user_configurations",
+        sa.Column(
+            "key",
+            sa.String(),
+            nullable=False,
+            server_default="MODEL_CONFIGURATION",
+        ),
+    )
+
+    op.create_unique_constraint(
+        "_user_configuration_key_uc", "user_configurations", ["user_id", "key"]
+    )
+    op.alter_column("user_configurations", "key", server_default=None)
+
+
+def downgrade() -> None:
+    op.drop_constraint(
+        "_user_configuration_key_uc", "user_configurations", type_="unique"
+    )
+    # Non-model-config rows (e.g. ONBOARDING) have no meaning in the old
+    # single-blob schema; the old code would read them as the user's model
+    # config, so they must not survive the downgrade.
+    op.execute("DELETE FROM user_configurations WHERE key != 'MODEL_CONFIGURATION'")
+    op.drop_column("user_configurations", "key")

api/db/models.py

@@ -82,12 +82,24 @@ class UserModel(Base):
 
 
 class UserConfigurationModel(Base):
+    """Per-user keyed JSON store, mirroring organization_configurations.
+
+    Keys are defined in UserConfigurationKey. The legacy v1 AI model
+    configuration lives under MODEL_CONFIGURATION; last_validated_at is only
+    meaningful for that key.
+    """
+
     __tablename__ = "user_configurations"
     id = Column(Integer, primary_key=True, index=True)
     user_id = Column(Integer, ForeignKey("users.id"), nullable=True)
+    key = Column(String, nullable=False)
     configuration = Column(JSON, nullable=False, default=dict)
     last_validated_at = Column(DateTime(timezone=True), nullable=True)
 
+    __table_args__ = (
+        UniqueConstraint("user_id", "key", name="_user_configuration_key_uc"),
+    )
+
 
 # New Organization model
 class OrganizationModel(Base):

api/db/organization_usage_client.py

@@ -18,7 +18,7 @@ from api.db.models import (
     WorkflowModel,
     WorkflowRunModel,
 )
-from api.enums import OrganizationConfigurationKey
+from api.enums import OrganizationConfigurationKey, UserConfigurationKey
 from api.schemas.ai_model_configuration import EffectiveAIModelConfiguration
 from api.utils.recording_artifacts import get_recording_storage_key
 
@@ -347,7 +347,9 @@ class OrganizationUsageClient(BaseDBClient):
             if user_id:
                 config_result = await session.execute(
                     select(UserConfigurationModel).where(
-                        UserConfigurationModel.user_id == user_id
+                        UserConfigurationModel.user_id == user_id,
+                        UserConfigurationModel.key
+                        == UserConfigurationKey.MODEL_CONFIGURATION.value,
                     )
                 )
                 config_obj = config_result.scalar_one_or_none()

api/db/user_client.py

@@ -8,6 +8,7 @@ from sqlalchemy.future import select
 
 from api.db.base_client import BaseDBClient
 from api.db.models import UserConfigurationModel, UserModel
+from api.enums import UserConfigurationKey
 from api.schemas.ai_model_configuration import EffectiveAIModelConfiguration
 
 
@@ -65,16 +66,51 @@ class UserClient(BaseDBClient):
             )
             return result.scalars().first()
 
+    async def _get_user_configuration_row(
+        self, session, user_id: int, key: str
+    ) -> UserConfigurationModel | None:
+        result = await session.execute(
+            select(UserConfigurationModel).where(
+                UserConfigurationModel.user_id == user_id,
+                UserConfigurationModel.key == key,
+            )
+        )
+        return result.scalars().first()
+
+    async def get_user_configuration_value(self, user_id: int, key: str) -> dict | None:
+        """Get the JSON value stored for a user under `key`, or None."""
+        async with self.async_session() as session:
+            row = await self._get_user_configuration_row(session, user_id, key)
+            return row.configuration if row else None
+
+    async def upsert_user_configuration_value(
+        self, user_id: int, key: str, value: dict
+    ) -> dict:
+        """Create or update the JSON value stored for a user under `key`."""
+        async with self.async_session() as session:
+            row = await self._get_user_configuration_row(session, user_id, key)
+            if row:
+                row.configuration = value
+            else:
+                row = UserConfigurationModel(
+                    user_id=user_id, key=key, configuration=value
+                )
+                session.add(row)
+            try:
+                await session.commit()
+            except Exception as e:
+                await session.rollback()
+                raise e
+            await session.refresh(row)
+            return row.configuration
+
     async def get_user_configurations(
         self, user_id: int
     ) -> EffectiveAIModelConfiguration:
         async with self.async_session() as session:
-            result = await session.execute(
-                select(UserConfigurationModel).where(
-                    UserConfigurationModel.user_id == user_id
-                )
+            configuration_obj = await self._get_user_configuration_row(
+                session, user_id, UserConfigurationKey.MODEL_CONFIGURATION.value
             )
-            configuration_obj = result.scalars().first()
             if not configuration_obj:
                 return EffectiveAIModelConfiguration()
 
@@ -97,38 +133,18 @@ class UserClient(BaseDBClient):
     async def update_user_configuration(
         self, user_id: int, configuration: EffectiveAIModelConfiguration
     ) -> EffectiveAIModelConfiguration:
-        async with self.async_session() as session:
-            result = await session.execute(
-                select(UserConfigurationModel).where(
-                    UserConfigurationModel.user_id == user_id
-                )
-            )
-            configuration_obj = result.scalars().first()
-            if not configuration_obj:
-                configuration_obj = UserConfigurationModel(
-                    user_id=user_id, configuration=configuration.model_dump()
-                )
-                session.add(configuration_obj)
-            else:
-                configuration_obj.configuration = configuration.model_dump()
-            try:
-                await session.commit()
-            except Exception as e:
-                await session.rollback()
-                raise e
-            await session.refresh(configuration_obj)
-        return EffectiveAIModelConfiguration.model_validate(
-            configuration_obj.configuration
+        value = await self.upsert_user_configuration_value(
+            user_id,
+            UserConfigurationKey.MODEL_CONFIGURATION.value,
+            configuration.model_dump(),
         )
+        return EffectiveAIModelConfiguration.model_validate(value)
 
     async def update_user_configuration_last_validated_at(self, user_id: int) -> None:
         async with self.async_session() as session:
-            result = await session.execute(
-                select(UserConfigurationModel).where(
-                    UserConfigurationModel.user_id == user_id
-                )
+            configuration_obj = await self._get_user_configuration_row(
+                session, user_id, UserConfigurationKey.MODEL_CONFIGURATION.value
             )
-            configuration_obj = result.scalars().first()
             if not configuration_obj:
                 raise ValueError(f"User configuration with ID {user_id} not found")
             configuration_obj.last_validated_at = datetime.now()

api/enums.py

@@ -96,6 +96,15 @@ class OrganizationConfigurationKey(Enum):
     MODEL_CONFIGURATION_PREFERENCES = "MODEL_CONFIGURATION_PREFERENCES"  # Deprecated; read fallback for old org preferences
 
 
+class UserConfigurationKey(Enum):
+    """Keys for the per-user keyed JSON store (user_configurations)."""
+
+    MODEL_CONFIGURATION = (
+        "MODEL_CONFIGURATION"  # Legacy per-user v1 AI model configuration
+    )
+    ONBOARDING = "ONBOARDING"  # Post-signup onboarding state (gate, tooltips, actions)
+
+
 class WorkflowStatus(Enum):
     """Workflow status values"""
 

api/routes/user.py

@@ -9,6 +9,7 @@ from api.db import db_client
 from api.db.models import (
     UserModel,
 )
+from api.schemas.onboarding_state import OnboardingState, OnboardingStateUpdate
 from api.services.auth.depends import get_user
 from api.services.configuration.ai_model_configuration import (
     get_resolved_ai_model_configuration,
@@ -26,6 +27,10 @@ from api.services.organization_preferences import (
     get_organization_preferences,
     upsert_organization_preferences,
 )
+from api.services.user_onboarding import (
+    get_onboarding_state,
+    update_onboarding_state,
+)
 
 router = APIRouter(prefix="/user")
 
@@ -203,6 +208,21 @@ async def update_user_configurations(
     return masked_config
 
 
+@router.get("/onboarding-state")
+async def get_user_onboarding_state(
+    user: UserModel = Depends(get_user),
+) -> OnboardingState:
+    return await get_onboarding_state(user.id)
+
+
+@router.put("/onboarding-state")
+async def update_user_onboarding_state(
+    request: OnboardingStateUpdate,
+    user: UserModel = Depends(get_user),
+) -> OnboardingState:
+    return await update_onboarding_state(user.id, request)
+
+
 @router.get("/configurations/user/validate")
 async def validate_user_configurations(
     validity_ttl_seconds: int = Query(default=60, ge=0, le=86400),

api/schemas/onboarding_state.py

@@ -0,0 +1,47 @@
+from datetime import datetime
+
+from pydantic import BaseModel, Field
+
+
+class OnboardingState(BaseModel):
+    """Per-user onboarding state, stored under UserConfigurationKey.ONBOARDING.
+
+    Server-authoritative replacement for the browser-localStorage onboarding
+    store, so the post-signup gate and one-time tooltips hold across devices.
+    """
+
+    # Post-signup onboarding form gate: set once on submit/skip.
+    completed_at: datetime | None = None
+    skipped: bool = False
+    # One-time UI affordances (tooltip keys, milestone action keys). Kept as
+    # free-form strings — the UI owns the vocabulary.
+    seen_tooltips: list[str] = Field(default_factory=list)
+    completed_actions: list[str] = Field(default_factory=list)
+
+
+class OnboardingStateUpdate(BaseModel):
+    """Partial update merged into the stored state.
+
+    Scalars overwrite when supplied; list entries are unioned into the stored
+    lists, so concurrent updates (e.g. two tabs marking different tooltips)
+    don't drop each other's items.
+    """
+
+    completed_at: datetime | None = None
+    skipped: bool | None = None
+    seen_tooltips: list[str] | None = None
+    completed_actions: list[str] | None = None
+
+    def apply_to(self, state: OnboardingState) -> OnboardingState:
+        merged = state.model_copy(deep=True)
+        if self.completed_at is not None:
+            merged.completed_at = self.completed_at
+        if self.skipped is not None:
+            merged.skipped = self.skipped
+        for tooltip in self.seen_tooltips or []:
+            if tooltip not in merged.seen_tooltips:
+                merged.seen_tooltips.append(tooltip)
+        for action in self.completed_actions or []:
+            if action not in merged.completed_actions:
+                merged.completed_actions.append(action)
+        return merged

api/services/user_onboarding.py

@@ -0,0 +1,37 @@
+from loguru import logger
+from pydantic import ValidationError
+
+from api.db import db_client
+from api.enums import UserConfigurationKey
+from api.schemas.onboarding_state import OnboardingState, OnboardingStateUpdate
+
+
+async def get_onboarding_state(user_id: int) -> OnboardingState:
+    value = await db_client.get_user_configuration_value(
+        user_id, UserConfigurationKey.ONBOARDING.value
+    )
+    return _parse_state(value, user_id)
+
+
+async def update_onboarding_state(
+    user_id: int, update: OnboardingStateUpdate
+) -> OnboardingState:
+    state = update.apply_to(await get_onboarding_state(user_id))
+    await db_client.upsert_user_configuration_value(
+        user_id,
+        UserConfigurationKey.ONBOARDING.value,
+        state.model_dump(mode="json", exclude_none=True),
+    )
+    return state
+
+
+def _parse_state(value, user_id: int) -> OnboardingState:
+    if not value or not isinstance(value, dict):
+        return OnboardingState()
+    try:
+        return OnboardingState.model_validate(value)
+    except ValidationError as exc:
+        logger.warning(
+            f"Invalid onboarding state for user {user_id}: {exc}. Returning defaults."
+        )
+        return OnboardingState()

api/tests/test_onboarding_state.py

@@ -0,0 +1,131 @@
+from datetime import UTC, datetime
+from unittest.mock import AsyncMock, MagicMock, patch
+
+from fastapi import FastAPI
+from fastapi.testclient import TestClient
+
+from api.routes.user import router
+from api.schemas.onboarding_state import OnboardingState, OnboardingStateUpdate
+from api.services.auth.depends import get_user
+
+
+def _make_test_app():
+    app = FastAPI()
+    app.include_router(router)
+
+    mock_user = MagicMock()
+    mock_user.id = 1
+    mock_user.is_superuser = False
+    mock_user.selected_organization_id = None
+
+    app.dependency_overrides[get_user] = lambda: mock_user
+    return app
+
+
+class TestOnboardingStateUpdateMerge:
+    def test_lists_union_without_duplicates(self):
+        state = OnboardingState(
+            seen_tooltips=["web_call"], completed_actions=["web_call_started"]
+        )
+        update = OnboardingStateUpdate(
+            seen_tooltips=["web_call", "customize_workflow"],
+            completed_actions=["welcome_form_completed"],
+        )
+
+        merged = update.apply_to(state)
+
+        assert merged.seen_tooltips == ["web_call", "customize_workflow"]
+        assert merged.completed_actions == [
+            "web_call_started",
+            "welcome_form_completed",
+        ]
+
+    def test_omitted_fields_preserve_existing_state(self):
+        completed_at = datetime(2026, 6, 12, tzinfo=UTC)
+        state = OnboardingState(
+            completed_at=completed_at, skipped=True, seen_tooltips=["web_call"]
+        )
+
+        merged = OnboardingStateUpdate().apply_to(state)
+
+        assert merged.completed_at == completed_at
+        assert merged.skipped is True
+        assert merged.seen_tooltips == ["web_call"]
+
+    def test_scalars_overwrite_when_supplied(self):
+        state = OnboardingState()
+        completed_at = datetime(2026, 6, 12, tzinfo=UTC)
+
+        merged = OnboardingStateUpdate(
+            completed_at=completed_at, skipped=True
+        ).apply_to(state)
+
+        assert merged.completed_at == completed_at
+        assert merged.skipped is True
+
+
+class TestOnboardingStateRoutes:
+    def test_get_returns_defaults_when_no_row(self):
+        app = _make_test_app()
+        client = TestClient(app)
+
+        with patch(
+            "api.services.user_onboarding.db_client.get_user_configuration_value",
+            new=AsyncMock(return_value=None),
+        ):
+            response = client.get("/user/onboarding-state")
+
+        assert response.status_code == 200
+        body = response.json()
+        assert body["completed_at"] is None
+        assert body["skipped"] is False
+        assert body["seen_tooltips"] == []
+        assert body["completed_actions"] == []
+
+    def test_get_returns_defaults_on_invalid_stored_value(self):
+        app = _make_test_app()
+        client = TestClient(app)
+
+        with patch(
+            "api.services.user_onboarding.db_client.get_user_configuration_value",
+            new=AsyncMock(return_value={"skipped": "not-a-bool"}),
+        ):
+            response = client.get("/user/onboarding-state")
+
+        assert response.status_code == 200
+        assert response.json()["skipped"] is False
+
+    def test_put_merges_into_stored_state_and_persists(self):
+        app = _make_test_app()
+        client = TestClient(app)
+
+        existing = {"seen_tooltips": ["web_call"]}
+        upsert = AsyncMock(side_effect=lambda user_id, key, value: value)
+        with (
+            patch(
+                "api.services.user_onboarding.db_client.get_user_configuration_value",
+                new=AsyncMock(return_value=existing),
+            ),
+            patch(
+                "api.services.user_onboarding.db_client.upsert_user_configuration_value",
+                new=upsert,
+            ),
+        ):
+            response = client.put(
+                "/user/onboarding-state",
+                json={
+                    "completed_at": "2026-06-12T00:00:00Z",
+                    "seen_tooltips": ["customize_workflow"],
+                },
+            )
+
+        assert response.status_code == 200
+        body = response.json()
+        assert body["seen_tooltips"] == ["web_call", "customize_workflow"]
+        assert body["completed_at"] is not None
+
+        upsert.assert_awaited_once()
+        user_id, key, stored = upsert.await_args.args
+        assert user_id == 1
+        assert key == "ONBOARDING"
+        assert stored["seen_tooltips"] == ["web_call", "customize_workflow"]