feat(32-01): wire summary step, skip buttons, chat handoff in wizard

- Add OnboardingSummaryStep as step 5 of the wizard
- Add Skip buttons on step 1 (hardware) and step 2 (mode)
- Replace step 4 form submit with Review & finish -> step 5 flow
- Add Skip to summary on step 4
- Step indicator shows 'Summary' on step 5 instead of 'Step 5 of 4'
- Add deriveProviderLabel helper for provider display text
- Add handleStartChat that creates workspace then calls setChatOpen(true)
- Refactor shared workspace creation into createWorkspace() helper
This commit is contained in:
Nexus Dev 2026-04-03 21:36:13 +00:00
parent 1683e88b9f
commit 4032d4d88b

View file

@ -1,4 +1,4 @@
// [nexus] Replacement onboarding wizard — 4-step flow: hardware detection, mode selection, provider selection, root directory
// [nexus] Replacement onboarding wizard — 5-step flow: hardware detection, mode selection, provider selection, root directory, summary
// Exports `OnboardingWizard` to match the named import in App.tsx.
// Wired via Vite alias: all imports of ./components/OnboardingWizard are
// redirected here at build time; the original file is preserved for upstream rebase.
@ -21,10 +21,23 @@ import { cn } from "../lib/utils";
import { ModeSelector } from "./onboarding/ModeSelector";
import { HardwareSummaryStep } from "./onboarding/HardwareSummaryStep";
import { ProviderSelectionStep } from "./onboarding/ProviderSelectionStep";
import { OnboardingSummaryStep } from "./onboarding/OnboardingSummaryStep";
import { useHardwareInfo } from "../hooks/useHardwareInfo";
import { updateNexusSettings, type NexusMode } from "../api/hardware";
import { useChatPanel } from "../context/ChatPanelContext";
// [nexus] 4-step onboarding wizard: hardware detection → mode selection → provider selection → root directory
function deriveProviderLabel(
puterToken: string | null,
googleOAuthStateId: string | null,
apiKeyData: { provider: string; apiKey: string } | null,
): string {
if (puterToken) return "Puter (free, zero-config)";
if (googleOAuthStateId) return "Google Gemini (free tier)";
if (apiKeyData) return `API key — ${apiKeyData.provider}`;
return "None selected";
}
// [nexus] 5-step onboarding wizard: hardware detection → mode selection → provider selection → root directory → summary
export function OnboardingWizard() {
const { onboardingOpen, onboardingOptions, closeOnboarding } = useDialog();
const { companies, setSelectedCompanyId, loading: companiesLoading } = useCompany();
@ -33,6 +46,7 @@ export function OnboardingWizard() {
const location = useLocation();
const { companyPrefix } = useParams<{ companyPrefix?: string }>();
const [routeDismissed, setRouteDismissed] = useState(false);
const { setChatOpen } = useChatPanel();
// Preserve wizard-show detection logic from the original OnboardingWizard
const routeOnboardingOptions =
@ -51,7 +65,7 @@ export function OnboardingWizard() {
setRouteDismissed(false);
}, [location.pathname]);
// Step state: 1 = hardware detection, 2 = mode selection, 3 = provider selection, 4 = root directory
// Step state: 1 = hardware detection, 2 = mode selection, 3 = provider selection, 4 = root directory, 5 = summary
const [step, setStep] = useState(1);
// Mode state: "both" pre-selected per UI-SPEC
@ -116,6 +130,101 @@ export function OnboardingWizard() {
closeOnboarding();
}
// [nexus] Shared workspace creation logic used by both handleSubmit (step 4 direct) and handleStartChat (step 5)
async function createWorkspace() {
// Step 1: Create workspace (company) named after VOCAB.appName
const company = await companiesApi.create({ name: VOCAB.appName });
setSelectedCompanyId(company.id);
queryClient.invalidateQueries({ queryKey: queryKeys.companies.all });
// [nexus] hermes_local doesn't require a cwd; directory is optional
const baseAdapterConfig = defaultAdapter === "hermes_local"
? (rootDir.trim() ? { cwd: rootDir.trim() } : {})
: { cwd: rootDir.trim() };
// [nexus] Hermes agents need a promptTemplate so they follow the Nexus heartbeat
// workflow. The server's ensureDefaultInstructionsBundle will materialize this as
// AGENTS.md alongside the full role bundle (HEARTBEAT.md, SOUL.md, TOOLS.md).
const hermesPromptTemplate = [
`You are "{{agentName}}", an AI agent managed by ${VOCAB.appName}.`,
"",
"Your identity:",
" Agent ID: {{agentId}}",
" Company ID: {{companyId}}",
" API Base: {{paperclipApiUrl}}",
" Run ID: {{runId}}",
"",
"IMPORTANT: Use the `terminal` tool with `curl` for ALL API calls.",
'IMPORTANT: Always include `-H "X-Paperclip-Run-Id: {{runId}}"` on API calls that modify data.',
"",
"Before starting any task:",
"1. Call `GET {{paperclipApiUrl}}/api/agents/me` to retrieve your managed instructions",
"2. Follow the HEARTBEAT.md workflow from your instructions",
"3. Use TOOLS.md for available API endpoints",
"",
"{{#taskId}}",
"Assigned task: {{taskId}} - {{taskTitle}}",
"{{/taskId}}",
].join("\n");
const adapterConfig = defaultAdapter === "hermes_local"
? { ...baseAdapterConfig, promptTemplate: hermesPromptTemplate, persistSession: true }
: baseAdapterConfig;
const runtimeConfig = {
heartbeat: {
enabled: true,
intervalSec: 3600,
wakeOnDemand: true,
cooldownSec: 10,
maxConcurrentRuns: 1,
},
};
// Step 2: Create PM agent with role "ceo" for elevated permissions
await agentsApi.create(company.id, {
name: "Project Manager",
role: "ceo",
adapterType: defaultAdapter,
adapterConfig,
runtimeConfig,
});
// Step 3: Create Engineer agent
await agentsApi.create(company.id, {
name: "Engineer",
role: "engineer",
adapterType: defaultAdapter,
adapterConfig,
runtimeConfig,
});
queryClient.invalidateQueries({
queryKey: queryKeys.agents.list(company.id),
});
// Persist selected mode — non-blocking
try {
await updateNexusSettings({ mode: selectedMode });
} catch {
// Non-blocking — mode defaults to "both" if save fails
}
// [nexus] Store collected provider credentials after company creation — all non-blocking
if (puterToken) {
await puterProxyApi.storeToken(company.id, puterToken).catch(() => {});
}
if (googleOAuthStateId) {
// Claim Google OAuth tokens for this company
await puterProxyApi.claimGoogleTokens(googleOAuthStateId, company.id).catch(() => {});
}
if (apiKeyData) {
await puterProxyApi.storeApiKey(company.id, apiKeyData.provider, apiKeyData.apiKey).catch(() => {});
}
return company;
}
async function handleSubmit(e: React.FormEvent) {
e.preventDefault();
if (defaultAdapter === "claude_local" && !rootDir.trim()) return;
@ -124,95 +233,7 @@ export function OnboardingWizard() {
setError(null);
try {
// Step 1: Create workspace (company) named after VOCAB.appName
const company = await companiesApi.create({ name: VOCAB.appName });
setSelectedCompanyId(company.id);
queryClient.invalidateQueries({ queryKey: queryKeys.companies.all });
// [nexus] hermes_local doesn't require a cwd; directory is optional
const baseAdapterConfig = defaultAdapter === "hermes_local"
? (rootDir.trim() ? { cwd: rootDir.trim() } : {})
: { cwd: rootDir.trim() };
// [nexus] Hermes agents need a promptTemplate so they follow the Nexus heartbeat
// workflow. The server's ensureDefaultInstructionsBundle will materialize this as
// AGENTS.md alongside the full role bundle (HEARTBEAT.md, SOUL.md, TOOLS.md).
const hermesPromptTemplate = [
`You are "{{agentName}}", an AI agent managed by ${VOCAB.appName}.`,
"",
"Your identity:",
" Agent ID: {{agentId}}",
" Company ID: {{companyId}}",
" API Base: {{paperclipApiUrl}}",
" Run ID: {{runId}}",
"",
"IMPORTANT: Use the `terminal` tool with `curl` for ALL API calls.",
'IMPORTANT: Always include `-H "X-Paperclip-Run-Id: {{runId}}"` on API calls that modify data.',
"",
"Before starting any task:",
"1. Call `GET {{paperclipApiUrl}}/api/agents/me` to retrieve your managed instructions",
"2. Follow the HEARTBEAT.md workflow from your instructions",
"3. Use TOOLS.md for available API endpoints",
"",
"{{#taskId}}",
"Assigned task: {{taskId}} - {{taskTitle}}",
"{{/taskId}}",
].join("\n");
const adapterConfig = defaultAdapter === "hermes_local"
? { ...baseAdapterConfig, promptTemplate: hermesPromptTemplate, persistSession: true }
: baseAdapterConfig;
const runtimeConfig = {
heartbeat: {
enabled: true,
intervalSec: 3600,
wakeOnDemand: true,
cooldownSec: 10,
maxConcurrentRuns: 1,
},
};
// Step 2: Create PM agent with role "ceo" for elevated permissions
await agentsApi.create(company.id, {
name: "Project Manager",
role: "ceo",
adapterType: defaultAdapter,
adapterConfig,
runtimeConfig,
});
// Step 3: Create Engineer agent
await agentsApi.create(company.id, {
name: "Engineer",
role: "engineer",
adapterType: defaultAdapter,
adapterConfig,
runtimeConfig,
});
queryClient.invalidateQueries({
queryKey: queryKeys.agents.list(company.id),
});
// Persist selected mode — non-blocking
try {
await updateNexusSettings({ mode: selectedMode });
} catch {
// Non-blocking — mode defaults to "both" if save fails
}
// [nexus] Store collected provider credentials after company creation — all non-blocking
if (puterToken) {
await puterProxyApi.storeToken(company.id, puterToken).catch(() => {});
}
if (googleOAuthStateId) {
// Claim Google OAuth tokens for this company
await puterProxyApi.claimGoogleTokens(googleOAuthStateId, company.id).catch(() => {});
}
if (apiKeyData) {
await puterProxyApi.storeApiKey(company.id, apiKeyData.provider, apiKeyData.apiKey).catch(() => {});
}
const company = await createWorkspace();
// Navigate to dashboard — not an issue detail page
closeOnboarding();
@ -223,6 +244,30 @@ export function OnboardingWizard() {
}
}
// [nexus] ONBD-06: Creates workspace then opens chat panel after navigation
async function handleStartChat() {
// Guard: claude_local requires rootDir
if (defaultAdapter === "claude_local" && !rootDir.trim()) {
setError("Root directory is required for Claude Code. Go back to step 4 to set it.");
return;
}
setLoading(true);
setError(null);
try {
const company = await createWorkspace();
// Navigate to dashboard then open chat panel
closeOnboarding();
navigate(`/${company.issuePrefix}/dashboard`);
setChatOpen(true);
} catch (err) {
setError(err instanceof Error ? err.message : "Setup failed. Please try again.");
setLoading(false);
}
}
if (!effectiveOnboardingOpen) return null;
return (
@ -242,7 +287,9 @@ export function OnboardingWizard() {
)}
>
{/* Step indicator */}
<p className="text-xs text-muted-foreground text-center">Step {step} of 4</p>
<p className="text-xs text-muted-foreground text-center">
{step === 5 ? "Summary" : `Step ${step} of 4`}
</p>
{/* Step 1 — Hardware Detection */}
{step === 1 && (
@ -259,13 +306,23 @@ export function OnboardingWizard() {
isError={hwError}
/>
<Button
type="button"
onClick={() => setStep(2)}
className="w-full"
>
Continue
</Button>
<div className="flex flex-col gap-2">
<Button
type="button"
onClick={() => setStep(2)}
className="w-full"
>
Continue
</Button>
<Button
type="button"
variant="ghost"
onClick={() => setStep(2)}
className="w-full"
>
Skip
</Button>
</div>
</>
)}
@ -296,6 +353,14 @@ export function OnboardingWizard() {
>
Back
</Button>
<Button
type="button"
variant="ghost"
onClick={() => setStep(3)}
className="w-full"
>
Skip
</Button>
</div>
</>
)}
@ -348,7 +413,7 @@ export function OnboardingWizard() {
</div>
{/* Form */}
<form onSubmit={handleSubmit} className="flex flex-col gap-4">
<div className="flex flex-col gap-4">
<div className="flex flex-col gap-2">
<label
htmlFor="nexus-root-dir"
@ -376,37 +441,12 @@ export function OnboardingWizard() {
)}
<Button
type="submit"
disabled={loading || probing || (defaultAdapter === "claude_local" && !rootDir.trim())}
type="button"
onClick={() => setStep(5)}
disabled={loading || probing}
className="w-full"
>
{loading ? (
<span className="flex items-center gap-2">
<svg
className="h-4 w-4 animate-spin"
viewBox="0 0 24 24"
fill="none"
aria-hidden="true"
>
<circle
className="opacity-25"
cx="12"
cy="12"
r="10"
stroke="currentColor"
strokeWidth="4"
/>
<path
className="opacity-75"
fill="currentColor"
d="M4 12a8 8 0 018-8V0C5.373 0 0 5.373 0 12h4z"
/>
</svg>
Setting up
</span>
) : (
"Get Started"
)}
Review &amp; finish
</Button>
<Button
@ -418,9 +458,33 @@ export function OnboardingWizard() {
>
Back
</Button>
</form>
<Button
type="button"
variant="ghost"
onClick={() => setStep(5)}
className="w-full"
disabled={loading}
>
Skip to summary
</Button>
</div>
</>
)}
{/* Step 5 — Summary */}
{step === 5 && (
<OnboardingSummaryStep
hardwareInfo={hardwareInfo}
selectedMode={selectedMode}
providerLabel={deriveProviderLabel(puterToken, googleOAuthStateId, apiKeyData)}
rootDir={rootDir}
loading={loading}
error={error}
onStartChat={handleStartChat}
onBack={() => setStep(4)}
/>
)}
</div>
</div>
</DialogPortal>