docs(32-01): complete multi-step-onboarding-wizard plan
- OnboardingSummaryStep component with 6 passing tests - NexusOnboardingWizard updated: 5 steps, skip on 1/2/4, summary on step 5 - Requirements ONBD-04, ONBD-05, ONBD-06 marked complete
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Nexus Dev
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4 changed files with 125 additions and 21 deletions
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@ -10,9 +10,9 @@
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- [x] **ONBD-01**: User can select mode (Personal AI Assistant / Project Builder / Both) during onboarding
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- [x] **ONBD-02**: System auto-detects GPU, RAM, and Apple Silicon unified memory within 5 seconds
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- [x] **ONBD-03**: System recommends best local model from pre-built JSON database based on detected hardware
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- [ ] **ONBD-04**: User can skip any onboarding step without blocking subsequent steps
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- [ ] **ONBD-05**: User sees summary screen showing configured providers and agent-model pairings
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- [ ] **ONBD-06**: User can go from summary screen directly into chat with one click
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- [x] **ONBD-04**: User can skip any onboarding step without blocking subsequent steps
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- [x] **ONBD-05**: User sees summary screen showing configured providers and agent-model pairings
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- [x] **ONBD-06**: User can go from summary screen directly into chat with one click
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- [x] **ONBD-07**: Local AI framed as privacy premium ("runs entirely on your machine, no accounts, works offline")
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### Cloud Providers
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@ -78,9 +78,9 @@
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| CLOUD-03 | Phase 31 | Complete |
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| CLOUD-04 | Phase 31 | Complete |
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| CLOUD-05 | Phase 31 | Complete |
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| ONBD-04 | Phase 32 | Pending |
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| ONBD-05 | Phase 32 | Pending |
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| ONBD-06 | Phase 32 | Pending |
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| ONBD-04 | Phase 32 | Complete |
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| ONBD-05 | Phase 32 | Complete |
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| ONBD-06 | Phase 32 | Complete |
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| ASST-01 | Phase 33 | Pending |
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| ASST-02 | Phase 33 | Pending |
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| ASST-03 | Phase 33 | Pending |
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@ -90,7 +90,7 @@ Plans:
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- [x] **Phase 30: Hardware Detection + Mode Selection** — Unauthenticated hardware probe, Apple Silicon unified memory handling, model recommendation database, and mode selector that gates all assistant-specific features (completed 2026-04-02)
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- [x] **Phase 31: Puter.js Zero-Config Cloud** — Server-proxied Puter.js adapter with full cost tracking, Google OAuth PKCE tier, and subscription auto-detection; no API keys required for zero-config path (completed 2026-04-03)
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- [ ] **Phase 32: Multi-Step Onboarding Wizard** — Assemble all provider tiers and hardware data into a skippable multi-step wizard; summary screen routes directly into chat
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- [x] **Phase 32: Multi-Step Onboarding Wizard** — Assemble all provider tiers and hardware data into a skippable multi-step wizard; summary screen routes directly into chat (completed 2026-04-03)
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- [ ] **Phase 33: Persistent Memory + Personal Assistant Mode** — File-backed memory with write-time sanitization, PersonalAssistantPage, conversation handoff to PM agent
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- [ ] **Phase 34: Voice** — Piper TTS with pre-warm progress, Whisper STT wired into voice service, onboarding voice step activated
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- [ ] **Phase 35: npx buildthis CLI** — Standalone bootstrapper package with hardware detection and provider tiering parity with web onboarding
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@ -144,7 +144,7 @@ Plans:
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**Plans**: 1 plan
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Plans:
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- [ ] 32-01-PLAN.md — Summary step, skip buttons, chat handoff
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- [x] 32-01-PLAN.md — Summary step, skip buttons, chat handoff
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**UI hint**: yes
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### Phase 33: Persistent Memory + Personal Assistant Mode
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@ -226,7 +226,7 @@ All 21 v1.5 requirements are mapped to exactly one phase. No orphans.
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| 29. Default Provider & End-to-End | v1.4 | 2/2 | Complete | 2026-04-02 |
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| 30. Hardware Detection + Mode Selection | v1.5 | 2/2 | Complete | 2026-04-03 |
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| 31. Puter.js Zero-Config Cloud | v1.5 | 4/4 | Complete | 2026-04-03 |
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| 32. Multi-Step Onboarding Wizard | v1.5 | 0/TBD | Not started | - |
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| 32. Multi-Step Onboarding Wizard | v1.5 | 1/1 | Complete | 2026-04-03 |
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| 33. Persistent Memory + Personal Assistant Mode | v1.5 | 0/TBD | Not started | - |
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| 34. Voice | v1.5 | 0/TBD | Not started | - |
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| 35. npx buildthis CLI | v1.5 | 0/TBD | Not started | - |
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@ -2,15 +2,15 @@
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gsd_state_version: 1.0
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milestone: v1.5
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milestone_name: Smart Onboarding + Personal AI Assistant
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status: executing
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stopped_at: Completed 31-puter.js-zero-config-cloud/31-04 (verification plan, auto-approved)
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last_updated: "2026-04-03T21:23:02.558Z"
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status: verifying
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stopped_at: Completed 32-multi-step-onboarding-wizard/32-01
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last_updated: "2026-04-03T21:37:28.251Z"
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last_activity: 2026-04-03
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progress:
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total_phases: 6
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completed_phases: 2
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total_plans: 6
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completed_plans: 6
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completed_phases: 3
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total_plans: 7
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completed_plans: 7
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percent: 0
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---
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@ -21,13 +21,13 @@ progress:
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See: .planning/PROJECT.md (updated 2026-04-02)
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**Core value:** A fresh onboard asks for ONE thing (root directory), auto-creates PM + Engineer agents, and drops you in the dashboard.
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**Current focus:** Phase 31 — puter.js-zero-config-cloud
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**Current focus:** Phase 32 — multi-step-onboarding-wizard
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## Current Position
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Phase: 32
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Plan: Not started
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Status: Ready to execute
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Phase: 32 (multi-step-onboarding-wizard) — EXECUTING
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Plan: 1 of 1
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Status: Phase complete — ready for verification
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Last activity: 2026-04-03
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Progress: [__________] 0%
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@ -58,6 +58,7 @@ Progress: [__________] 0%
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| Phase 31-puter.js-zero-config-cloud P02 | 202 | 3 tasks | 4 files |
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| Phase 31-puter.js-zero-config-cloud P03 | 5 | 2 tasks | 6 files |
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| Phase 31-puter.js-zero-config-cloud P04 | 1 | 1 tasks | 0 files |
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| Phase 32-multi-step-onboarding-wizard P01 | 4 | 2 tasks | 3 files |
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## Accumulated Context
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@ -82,6 +83,8 @@ Key constraints for v1.5 (established at roadmap):
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- [Phase 31-puter.js-zero-config-cloud]: pendingTokens pattern: callback parks tokens by stateId, claim endpoint links to real companyId post-company-creation
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- [Phase 31-puter.js-zero-config-cloud]: Provider heading in wizard wrapper (not ProviderSelectionStep) for consistency with ModeSelector pattern; credentials captured in React state and posted after company creation
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- [Phase 31-puter.js-zero-config-cloud]: Plan 04 is verification-only — auto-approved under workflow.auto_advance=true; full UAT deferred to manual QA session
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- [Phase 32-multi-step-onboarding-wizard]: createWorkspace() helper extracted so both handleSubmit and handleStartChat share workspace creation without duplication
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- [Phase 32-multi-step-onboarding-wizard]: Step 4 form submit removed — replaced with button advancing to step 5; actual workspace creation deferred to summary CTA
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### Pending Todos
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@ -96,6 +99,6 @@ None yet.
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## Session Continuity
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Last session: 2026-04-03T21:22:33.808Z
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Stopped at: Completed 31-puter.js-zero-config-cloud/31-04 (verification plan, auto-approved)
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Last session: 2026-04-03T21:37:28.248Z
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Stopped at: Completed 32-multi-step-onboarding-wizard/32-01
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Resume file: None
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@ -0,0 +1,101 @@
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---
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phase: 32-multi-step-onboarding-wizard
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plan: 01
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subsystem: ui
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tags: [react, onboarding, wizard, vitest, testing-library]
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requires:
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- phase: 31-puter.js-zero-config-cloud
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provides: provider selection step, puter/google/apiKey credential capture in wizard state
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provides:
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- OnboardingSummaryStep component — read-only review card showing hardware, mode, provider, root dir
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- Skip buttons on steps 1 and 2 (step 3 already had skip via ProviderSelectionStep)
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- Step 4 "Review & finish" + "Skip to summary" buttons advancing to step 5
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- Step 5 summary screen wired into NexusOnboardingWizard
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- handleStartChat function creating workspace then opening chat panel (ONBD-06)
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- Step indicator shows "Summary" on step 5 instead of "Step 5 of 4"
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- deriveProviderLabel helper for human-readable provider display
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affects: [onboarding, chat-panel, dashboard-navigation]
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tech-stack:
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added: []
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patterns:
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- OnboardingSummaryStep uses SummaryRow internal subcomponent for label-value pairs
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- createWorkspace() refactored out of handleSubmit/handleStartChat to avoid duplication
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- renderToStaticMarkup + fireEvent pattern for jsdom component tests without jest-dom
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key-files:
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created:
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- ui/src/components/onboarding/OnboardingSummaryStep.tsx
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- ui/src/components/onboarding/OnboardingSummaryStep.test.tsx
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modified:
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- ui/src/components/NexusOnboardingWizard.tsx
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key-decisions:
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- "createWorkspace() helper extracted so both handleSubmit and handleStartChat share workspace creation without duplication"
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- "Tests use renderToStaticMarkup for static assertions + @testing-library/react fireEvent for click tests (no jest-dom or user-event available)"
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- "Step 4 form submit removed — replaced with button advancing to step 5; actual workspace creation deferred to summary CTA"
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patterns-established:
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- "SummaryRow: internal non-exported subcomponent rendering label-value pair with optional mono font"
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- "deriveProviderLabel: pure function mapping provider state to display string, placed outside component"
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requirements-completed: [ONBD-04, ONBD-05, ONBD-06]
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duration: 4min
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completed: 2026-04-01
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---
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# Phase 32 Plan 01: Multi-Step Onboarding Wizard Summary
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**5-step onboarding wizard with skip buttons on steps 1/2/4, summary screen as step 5, and "Start chatting" CTA that creates workspace then opens chat panel.**
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## Performance
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- **Duration:** 4 min
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- **Started:** 2026-04-03T21:32:00Z
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- **Completed:** 2026-04-03T21:36:00Z
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- **Tasks:** 2
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- **Files modified:** 3
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## Accomplishments
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- Created `OnboardingSummaryStep` component rendering hardware tier, mode, provider, and root directory in a bordered card with "Start chatting" CTA
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- Added skip buttons on steps 1 (hardware), 2 (mode), and 4 (root dir) — fulfilling ONBD-04
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- Wired summary as step 5 in `NexusOnboardingWizard` with step indicator showing "Summary" instead of "Step 5 of 4"
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- Implemented `handleStartChat` that calls `createWorkspace()` then `setChatOpen(true)` after navigation — fulfilling ONBD-06
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- Refactored shared workspace creation into `createWorkspace()` helper used by both submit paths
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- 6 unit tests pass covering rendering, conditional root dir row, error display, click handler, loading/disabled state
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## Task Commits
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1. **Task 1: Create OnboardingSummaryStep component and tests** - `c0d7ea5a` (feat)
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2. **Task 2: Wire summary step into wizard, add skip buttons, connect chat handoff** - `47630e53` (feat)
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**Plan metadata:** (docs commit follows)
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## Files Created/Modified
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- `ui/src/components/onboarding/OnboardingSummaryStep.tsx` — Read-only summary card with SummaryRow subcomponent and Start chatting CTA
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- `ui/src/components/onboarding/OnboardingSummaryStep.test.tsx` — 6 unit tests using renderToStaticMarkup + fireEvent
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- `ui/src/components/NexusOnboardingWizard.tsx` — 5-step wizard with skip on 1/2/4, summary on step 5, createWorkspace helper, handleStartChat with setChatOpen(true)
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## Deviations from Plan
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### Auto-fixed Issues
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**1. [Rule 1 - Bug] Replaced @testing-library/user-event with fireEvent**
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- **Found during:** Task 1
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- **Issue:** `@testing-library/user-event` is not installed in the project; only `@testing-library/react` and `renderToStaticMarkup` patterns are used
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- **Fix:** Rewrote tests to use `renderToStaticMarkup` for static rendering assertions and `fireEvent.click` from `@testing-library/react` for interaction tests; also added `cleanup()` after each test to isolate renders
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- **Files modified:** `ui/src/components/onboarding/OnboardingSummaryStep.test.tsx`
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- **Commit:** c0d7ea5a
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## Known Stubs
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None — all rows display live wizard state passed as props.
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## Self-Check: PASSED
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