League Owner Onboarding Implementation - Summary

Executive Summary

Successfully implemented a comprehensive, role-based onboarding system with progressive disclosure questionnaire for league owners. The system integrates with Firebase, Supabase, and Atlassian JIRA to create a seamless onboarding-to-pipeline experience.

What Was Built

1. Core Infrastructure

Type Definitions (clients/frontend/types/onboarding.ts)

• User roles (7 types)
• Pipeline stages (10 stages)
• Questionnaire framework types
• League fingerprint structure
• Compliance tracking types
• Contract generation types

Firebase Integration (clients/frontend/lib/firebase/onboarding-service.ts)

• User profile management
• Questionnaire response persistence
• Progress tracking
• Compliance status storage
• Contract storage
• JIRA card tracking

Supabase Integration (clients/frontend/lib/supabase/onboarding-service.ts)

• Structured relational data storage
• League fingerprint with embeddings
• Similarity search (pgvector)
• Batch operations
• Analytics queries

JIRA Integration (clients/frontend/lib/atlassian/jira-service.ts)

• Card creation in LO project
• Attachment management
• Status updates
• Comment system

2. Questionnaire System

League Owner Flow (clients/frontend/config/questionnaires/league-owner-flow.ts)

10-step progressive questionnaire:

1. Welcome & Contact Info
2. Sport Category Selection
3. Specific Sport (or custom)
4. League Details
5. Online Presence
6. Compliance & Legal
7. Data & API Capabilities
8. Betting Interest
9. Document Uploads
10. Review & Submit

Progressive Disclosure Logic

• Questions conditionally shown based on previous answers
• Dynamic options populated from earlier selections
• Validation at each step
• Help text and tooltips throughout

3. UI Components

OnboardingOrchestrator (clients/frontend/components/onboarding/OnboardingOrchestrator.tsx)

• Checks if first-time user
• Shows role selection or role-specific flow
• Handles redirects to appropriate dashboards

RoleSelectionScreen (clients/frontend/components/onboarding/RoleSelectionScreen.tsx)

• Visual role cards with features
• 7 role types supported
• Gradient-styled cards with icons
• Animated transitions

LeagueOwnerOnboardingWizard (clients/frontend/components/onboarding/LeagueOwnerOnboardingWizard.tsx)

• Multi-step wizard interface
• Progress bar and step indicators
• Auto-save functionality
• Validation and error handling
• Review summary screen

QuestionRenderer (clients/frontend/components/onboarding/QuestionRenderer.tsx)

• Universal question component
• Supports 10+ question types
• File upload with preview
• Multi-select with checkboxes
• Conditional visibility

4. Backend Services

API Routes

Onboarding

• POST /api/onboarding/complete - Full orchestration

Fingerprints

• POST /api/fingerprint/generate - Generate & store fingerprint

Contracts

• POST /api/contracts/generate - Multi-format contract generation

JIRA

• POST /api/jira/create-card - Create tracking card
• PUT /api/jira/update-status - Update card status
• POST /api/jira/add-attachment - Add files
• POST /api/jira/add-comment - Add comments
• GET /api/jira/get-card/:key - Fetch card

5. Utilities

Fingerprint Generation (clients/frontend/lib/utils/fingerprint.ts)

• Market size estimation
• Professional level classification
• Compliance scoring (3 dimensions)
• Embedding vector generation
• Similarity calculation
• League value estimation

Role Routing (clients/frontend/config/role-routes.ts)

• Role-to-route mapping
• Route access control
• Role names and descriptions

6. Database Migrations

Supabase Migration (clients/frontend/supabase/migrations/20241120_onboarding_tables.sql)

• 5 new tables created
• pgvector extension enabled
• Similarity search function
• Value calculation function
• Row-level security policies
• Triggers for timestamps

7. Custom Hooks

useOnboarding (clients/frontend/hooks/useOnboarding.ts)

• Unified onboarding state management
• Progress tracking
• Step navigation
• Profile refresh

Integration Points

Firebase → Supabase Sync

When questionnaire completes:

1. Save to Firebase (NoSQL, real-time)
2. Generate fingerprint
3. Store structured data in Supabase
4. Create embeddings
5. Enable similarity search

Contract Generation Flow

1. Collect questionnaire data
2. Generate MSA PDF
3. Create Term Sheet
4. Generate Tech Specs JSON
5. Store all formats
6. Attach to JIRA card

JIRA Pipeline Integration

1. Create card in LO project
2. Set initial status: "inbound"
3. Attach contract documents
4. Add league summary
5. Link to Google Sheet (if betting-interested)

User Experience Flows

League Owner Flow

Sign Up → Role Selection → Questionnaire (10 steps) → 
Fingerprint Generation → Contract Generation → 
JIRA Card Creation → Dashboard Redirect

Trader Flow

Sign Up → Role Selection → Quick Preferences → Dashboard

Sportsbook Flow

Sign Up → Role Selection → Integration Setup → Dashboard

Compliance Scoring

Three dimensions:

1. Legal Compliance (40%)

   • Business registration
   • Tax documentation
   • Regulatory licenses

2. Data Quality (35%)

   • API availability
   • Data completeness
   • Update frequency

3. Technical Readiness (25%)

   • Infrastructure
   • Security measures
   • Integration capability

Overall Score: Weighted average (0-100)

Files Created

Types

• types/onboarding.ts

Services

• lib/firebase/onboarding-service.ts
• lib/supabase/onboarding-service.ts
• lib/atlassian/jira-service.ts

Components

• components/onboarding/OnboardingOrchestrator.tsx
• components/onboarding/RoleSelectionScreen.tsx
• components/onboarding/LeagueOwnerOnboardingWizard.tsx
• components/onboarding/QuestionRenderer.tsx
• components/onboarding/TraderOnboarding.tsx
• components/onboarding/SportsbookOperatorOnboarding.tsx

Config

• config/questionnaires/league-owner-flow.ts
• config/role-routes.ts

API Routes

• app/api/onboarding/complete/route.ts
• app/api/fingerprint/generate/route.ts
• app/api/contracts/generate/route.ts
• app/api/jira/create-card/route.ts
• app/api/jira/update-status/route.ts
• app/api/jira/add-attachment/route.ts
• app/api/jira/add-comment/route.ts
• app/api/jira/get-card/[key]/route.ts

Utilities

• lib/utils/fingerprint.ts

Hooks

• hooks/useOnboarding.ts

Migrations

• supabase/migrations/20241120_onboarding_tables.sql

Environment Variables

Required

• Firebase config (6 variables)
• Supabase URL and key
• JIRA credentials (if using)

Optional

• Google Sheets API (for valuation models)
• Email service (for notifications)

Next Steps

1. ✅ Core system complete
2. 🎯 Add analytics dashboard
3. 🔧 Enhance contract templates
4. 📊 Build reporting system
5. 🚀 Deploy to production

Success Metrics

• Onboarding completion rate: > 80%
• Average completion time: < 15 minutes
• Auto-save recovery rate: 100%
• Contract generation success: > 95%
• JIRA card creation success: > 98%

Known Limitations

• Single language (English only)
• Limited contract template customization
• No mobile app support yet
• Manual JIRA board setup required

Troubleshooting

Common Issues

Firebase connection fails

• Check environment variables
• Verify Firebase project settings
• Review security rules

Supabase migration errors

• Ensure pgvector extension enabled
• Check database permissions
• Verify migration SQL syntax

JIRA card creation fails

• Verify API credentials
• Check project key exists
• Ensure board name matches

For detailed setup instructions, see the Onboarding Quick Start Guide.