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feat(setup): add onboarding live checks and first-success guidance

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William Valentin
2026-02-26 18:18:12 -08:00
parent 03926a81eb
commit 62c427da4a
14 changed files with 646 additions and 9 deletions
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docs/plans/state.json
+27 -4
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@@ -6789,7 +6789,7 @@
"status": "in_progress",
"date": "2026-02-26",
"updated": "2026-02-27",
"summary": "Rebaselined Flynn's OpenClaw-style personal-assistant gaps and defined an execution-ready 8-10 week roadmap. Phase 3 browser reliability, Phase 1 companion reconnect/handoff reliability, and Phase 2 voice daily-driver reliability (talk controls + TTS provider fallback/health + interruption-safe voice cancel semantics) are now shipped.",
"summary": "Rebaselined Flynn's OpenClaw-style personal-assistant gaps and defined an execution-ready 8-10 week roadmap. Phase 3 browser reliability, Phase 1 companion reconnect/handoff reliability, Phase 2 voice daily-driver reliability (talk controls + TTS provider fallback/health + interruption-safe voice cancel semantics), and Phase 4 onboarding first-success funnel improvements are now shipped.",
"files_modified": [
"docs/plans/2026-02-26-personal-assistant-productization-plan.md",
"docs/plans/state.json"
@@ -6868,6 +6868,29 @@
],
"test_status": "pnpm test:run src/models/tts.test.ts src/daemon/routing.test.ts src/gateway/handlers/handlers.test.ts src/gateway/ui/pages/settings.test.ts src/gateway/ui/pages/dashboard.test.ts src/gateway/ui/pages/chat.test.ts src/config/schema.test.ts + pnpm typecheck passing"
},
"personal-assistant-productization-phase4-onboarding-first-success": {
"status": "completed",
"date": "2026-02-27",
"updated": "2026-02-27",
"summary": "Implemented Phase 4 onboarding 2.0 first-success slice: setup/onboard first-run flow now offers a Personal Assistant Mode preset, runs live readiness checks (model/channel/memory/automation) after save, and prints a guided first-success task sequence to validate end-to-end operation quickly.",
"files_modified": [
"src/cli/setup/config.ts",
"src/cli/setup/config.test.ts",
"src/cli/setup/orchestrator.ts",
"src/cli/setup/integration.test.ts",
"src/cli/setup/liveChecks.ts",
"src/cli/setup/liveChecks.test.ts",
"src/cli/setup/summary.ts",
"src/cli/setup/summary.test.ts",
"src/cli/setup.ts",
"README.md",
"docs/api/PROTOCOL.md",
"docs/architecture/AGENT_DIAGRAM.md",
"docs/architecture/GATEWAY_SESSIONS_AND_QUEUE.md",
"docs/plans/state.json"
],
"test_status": "pnpm test:run src/cli/setup/config.test.ts src/cli/setup/integration.test.ts src/cli/setup/summary.test.ts src/cli/setup/liveChecks.test.ts src/cli/setup/orchestrator.test.ts src/cli/setup/sections.test.ts + pnpm typecheck passing"
},
"subagents-support-phase1": {
"status": "completed",
"date": "2026-02-26",
@@ -6902,7 +6925,7 @@
}
},
"overall_progress": {
"total_test_count": 2559,
"total_test_count": 2568,
"all_tests_passing": true,
"p0_completion": "3/3 (100%)",
"p1_completion": "4/4 (100%)",
@@ -6917,7 +6940,7 @@
"tier2_completion": "4/4 (100%) \u2014 inbound webhooks, vector memory search, Dockerfile, heartbeat monitor",
"tier3_completion": "5/5 (100%) \u2014 lane queue, credential redaction, web UI token dashboard, xAI (Grok) provider, Voyage AI embeddings",
"tier4_completion": "4/4 (100%) \u2014 gateway lock, shell completion, Tailscale Serve/Funnel, DM pairing codes",
"feature_gap_scorecard": "rebaselined 2026-02-26 and updated 2026-02-27 (phase 3 + phase 1 + phase 2 reliability slices) — channel breadth, setup wizard, baseline browser automation, subagent controls, browser workflow reliability primitives (wait/assert/extract/retries/checkpoints/guardrails/budgets), companion reconnect/runtime-handoff foundations, and voice reliability hardening (talk controls + TTS fallback/health + interruption-safe cancel semantics) are implemented; remaining high-impact personal-assistant gaps center on shipped desktop/mobile companion apps and first-success onboarding funnel optimization.",
"feature_gap_scorecard": "rebaselined 2026-02-26 and updated 2026-02-27 (phase 3 + phase 1 + phase 2 + phase 4 slices) — channel breadth, setup wizard, baseline browser automation, subagent controls, browser workflow reliability primitives (wait/assert/extract/retries/checkpoints/guardrails/budgets), companion reconnect/runtime-handoff foundations, voice reliability hardening (talk controls + TTS fallback/health + interruption-safe cancel semantics), and onboarding first-success funnel improvements are implemented; remaining high-impact personal-assistant gaps center on shipped desktop/mobile companion app surfaces and packaging.",
"operator_dx_milestone": "Phase 3 (Live Ops Dashboard): 2/2 plans complete \u2014 milestone done",
"dashboard_observability": "completed \u2014 service health graphs + core service log viewer added to web UI via observability RPCs and bounded backend sampling",
"gmail_auth_cli": "flynn gmail-auth command implemented with OAuth2 flow, doctor check, config routed to Telegram",
@@ -6950,7 +6973,7 @@
"deeper_surfaces_phase3_companion_canvas_voice": "completed \u2014 companion reconnect resilience (auto-reconnect with backoff, pending-wait cancellation on disconnect), canvas artifact persistence (SQLite-backed store, daemon-restart durability), voice TTS fallback coverage (text-only reply on TTS failure, no dropped responses)",
"deeper_surfaces_phase4_rollout": "completed \u2014 phase 4 rollout and operator readiness plan documented: canary rollout plan by feature flag/surface, explicit rollback playbook, operator docs and architecture/protocol docs synchronized",
"post_phase_test_fixes": "completed \u2014 fixed 4 test failures introduced by phases 1-3: iOS/Android push listNodes (missing publishHeartbeat before platform-filtered query), server.test agent.send (run_state events now precede done; added sendAndWaitForDone helper), httpBody 413 (req.destroy() closed socket before response could be sent; replaced with Connection: close header on 413 responses)",
"personal_assistant_productization_plan": "in_progress \u2014 8-10 week phased roadmap active; Phase 3 browser workflow reliability shipped, Phase 1 companion runtime reliability includes reconnect state replay + typed handoff support, and Phase 2 voice reliability now ships talk controls + TTS provider fallback/health + interruption-safe voice cancel mapping. Remaining phases: companion app packaging/surfaces and onboarding 2.0 first-success funnel.",
"personal_assistant_productization_plan": "in_progress \u2014 8-10 week phased roadmap active; Phase 3 browser workflow reliability shipped, Phase 1 companion runtime reliability includes reconnect state replay + typed handoff support, Phase 2 voice reliability ships talk controls + TTS provider fallback/health + interruption-safe voice cancel mapping, and Phase 4 onboarding now includes Personal Assistant Mode preset + live readiness checks + first-success guidance. Remaining phase focus: companion app packaging/surfaces.",
"subagents_support": "completed \u2014 subagent phases 1-3 shipped with `subagent.spawn/send/list/cancel/delete/summary`, per-child queue mode (`followup|interrupt`), budgets (`max_turns`, `max_total_tokens`, `turn_timeout_ms`), tool-profile overrides, trace-linked audit events, `/subagents` inspection commands, and focused regression tests."
},
"soul_md_and_cron_create": {