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Nexus Dev b257010a87 docs(phase-32): complete multi-step onboarding wizard phase

2026-04-04 03:55:49 +00:00

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1.0

v1.5

Smart Onboarding + Personal AI Assistant

verifying

Completed 32-multi-step-onboarding-wizard/32-01

2026-04-03T21:38:15.887Z

2026-04-03

total_phases	completed_phases	total_plans	completed_plans	percent
6	3	7	7	0

Project State

Project Reference

See: .planning/PROJECT.md (updated 2026-04-02)

Core value: A fresh onboard asks for ONE thing (root directory), auto-creates PM + Engineer agents, and drops you in the dashboard. Current focus: Phase 32 — multi-step-onboarding-wizard

Current Position

Phase: 33 Plan: Not started Status: Phase complete — ready for verification Last activity: 2026-04-03

Progress: [__________] 0%

Performance Metrics

Velocity:

Total plans completed: 0 (v1.5)
Average duration: -
Total execution time: 0 hours

By Phase:

Phase	Plans	Total	Avg/Plan
-	-	-	-

Recent Trend:

Last 5 plans: none yet (v1.5)
Trend: -

Accumulated Context

Decisions

Decisions are logged in PROJECT.md Key Decisions table. Key constraints for v1.5 (established at roadmap):

No DB schema changes — all state in existing JSONB fields (instance_settings.general) and file-backed JSON (data/memory/<companyId>.json)
Puter.js is server-proxied adapter only — @heyputer/puter.js browser import is for auth popup only; all AI calls via POST /api/puter-proxy/chat
OAuth tokens (Google, Puter) stored server-side via secretService — never in localStorage
Memory sanitization blocklist applied at write time, not retrieval time
Apple Silicon: use os.freemem() × 0.75 for VRAM estimate; label as "unified memory" not "VRAM"; use systeminformation v5 (not v6)
Unauthenticated GET /system/providers endpoint required for pre-auth hardware probe
Google OAuth cloud tier: include but flag policy risk (Gemini CLI abuse detection issue #21866)
Skip-all minimum valid state: one working agent with a valid provider must be created when user skips all steps
[Phase 30-hardware-detection-mode-selection]: Hardware routes mounted before api Router to bypass boardMutationGuard; Apple Silicon detection via process.platform + cpuModel.startsWith('Apple') without calling si.graphics(); Promise.race 3s timeout on GPU probe for cpu_only fallback
[Phase 30-hardware-detection-mode-selection]: Hardware probe is non-blocking — wizard step 1 always has an enabled Continue button regardless of probe outcome
[Phase 30-hardware-detection-mode-selection]: Mode save on wizard completion is non-blocking — wrapped in try/catch, defaults to 'both' on failure
[Phase 31-puter.js-zero-config-cloud]: agentId is optional in puterProxyService.chatStream — cost recording skipped when null/undefined to avoid FK violation in cost_events
[Phase 31-puter.js-zero-config-cloud]: pendingPkce stores only verifier (no companyId) — company does not exist at authorize time during onboarding
[Phase 31-puter.js-zero-config-cloud]: pendingTokens pattern: callback parks tokens by stateId, claim endpoint links to real companyId post-company-creation
[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
[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
[Phase 32-multi-step-onboarding-wizard]: createWorkspace() helper extracted so both handleSubmit and handleStartChat share workspace creation without duplication
[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

Pending Todos

None yet.

Blockers/Concerns

[Phase 31] Puter.js Node.js server-side streaming API surface unverified — confirm stream: true works server-side before designing puterProxyService; plan-phase should include a research spike
[Phase 31] Puter.js ToS on server-side request relaying unverified — attribute costs to user's Puter account in all UI copy as mitigation
[Phase 33] Chat route injection point needs codebase inspection — confirm correct hook location in server/src/services/chat.ts during plan-phase
[Phase 34] smart-whisper Apple Silicon acceleration claim unverified on Mac Mini M4 — fall back to tiny.en if base.en acceleration not confirmed on device

Session Continuity

Last session: 2026-04-03T21:37:28.248Z Stopped at: Completed 32-multi-step-onboarding-wizard/32-01 Resume file: None

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