feat(dashboard): add assistant activation checklist and guided controls

README.md

@@ -487,7 +487,7 @@ Flynn includes a built-in web control dashboard served by the WebSocket gateway.
 
 | Page | Description |
 |------|-------------|
-| **Dashboard** | System health cards, channel status, usage stats, assistant-health quick actions, playbook presets with rollback, and daily briefing preview/test-send. Auto-refreshes every 10s |
+| **Dashboard** | System health cards, channel status, usage stats, assistant-health quick actions, playbook presets with rollback, activation checklist, and daily briefing preview/test-send. Auto-refreshes every 10s |
 | **Chat** | Session selector, streaming tool events, markdown rendering with syntax highlighting |
 | **Sessions** | Browse all sessions, view message history, delete sessions |
 | **Usage** | Token usage summary cards, per-session breakdown table, auto-refresh |

docs/plans/state.json

@@ -5506,6 +5506,25 @@
         "docs/plans/state.json"
       ],
       "test_status": "pnpm typecheck passing"
+    },
+    "assistant-activation-checklist-and-setup-defaults": {
+      "status": "completed",
+      "date": "2026-02-18",
+      "updated": "2026-02-18",
+      "summary": "Completed assistant productization pass: Dashboard now includes a 3-step activation checklist with briefing output save controls, playbook/test-send integration, and persisted assistant status cues; runtime config.patch now supports daily briefing output/schedule/prompt/tier updates; setup/operator-pack defaults now enable announce delivery plus memory daily/proactive extraction cadence for assistant-first behavior out of the box.",
+      "files_modified": [
+        "src/gateway/ui/pages/dashboard.js",
+        "src/gateway/ui/style.css",
+        "src/gateway/ui/pages/settings.js",
+        "src/gateway/handlers/config.ts",
+        "src/gateway/handlers/handlers.test.ts",
+        "src/cli/setup/config.ts",
+        "src/cli/setup/config.test.ts",
+        "src/cli/setup/automation.test.ts",
+        "README.md",
+        "docs/plans/state.json"
+      ],
+      "test_status": "pnpm test:run src/gateway/handlers/handlers.test.ts src/cli/setup/config.test.ts src/cli/setup/automation.test.ts + pnpm typecheck passing"
     }
   },
   "overall_progress": {

src/gateway/ui/pages/dashboard.js

@@ -9,6 +9,7 @@ let _fastTimer = null;
 let _slowTimer = null;
 let _dashboardClient = null;
 let _lastPlaybookRollbackPatches = null;
+let _lastBriefingTestAt = null;
 
 function formatUptime(seconds) {
   const d = Math.floor(seconds / 86400);
@@ -537,18 +538,21 @@ async function triggerDailyBriefingTest(jobName, statusEl) {
         statusEl.textContent = output;
         statusEl.className = 'text-sm text-success';
       }
-      return;
+      _lastBriefingTestAt = Date.now();
+      return true;
     }
 
     if (statusEl) {
       statusEl.textContent = result?.error ?? 'Failed to trigger briefing.';
       statusEl.className = 'text-sm text-error';
     }
+    return false;
   } catch (error) {
     if (statusEl) {
       statusEl.textContent = `Trigger error: ${error instanceof Error ? error.message : String(error)}`;
       statusEl.className = 'text-sm text-error';
     }
+    return false;
   }
 }
 
@@ -580,6 +584,12 @@ function updateAssistantHealth(configData) {
     ? `${briefingOutput.channel}/${briefingOutput.peer}`
     : 'not configured';
   const briefingReady = dailyBriefing && Boolean(briefingOutput?.channel && briefingOutput?.peer);
+  const playbookLikeReady = announce || (memoryDaily && memoryProactive);
+  const checklistRows = [
+    { label: 'Set briefing output channel + peer', done: Boolean(briefingOutput?.channel && briefingOutput?.peer) },
+    { label: 'Enable assistant behavior profile', done: playbookLikeReady },
+    { label: 'Send a test morning briefing', done: _lastBriefingTestAt !== null },
+  ];
 
   const chip = (label, value) => `
     <div class="assistant-chip">
@@ -635,6 +645,32 @@ function updateAssistantHealth(configData) {
       </div>
       <div class="text-sm text-muted">Executive: announce + voice + aggressive interrupt. Operator: announce + memory-first + steer backlog. Focus: reactive, quieter mode.</div>
     </div>
+    <div class="assistant-setup">
+      <div class="assistant-preview-title">Assistant Activation Checklist</div>
+      <ul class="assistant-checklist">
+        ${checklistRows.map((row) => `
+          <li class="${row.done ? 'done' : ''}">
+            <span class="assistant-check">${row.done ? '✓' : '○'}</span>
+            <span>${escapeHtml(row.label)}</span>
+          </li>
+        `).join('')}
+      </ul>
+      <div class="assistant-setup-grid">
+        <label class="assistant-field">
+          <span>Briefing output channel</span>
+          <input id="assist-brief-channel" type="text" value="${escapeHtml(briefingOutput?.channel ?? '')}" placeholder="telegram" />
+        </label>
+        <label class="assistant-field">
+          <span>Briefing output peer/chat id</span>
+          <input id="assist-brief-peer" type="text" value="${escapeHtml(briefingOutput?.peer ?? '')}" placeholder="123456789" />
+        </label>
+      </div>
+      <div class="assistant-actions">
+        <button class="btn btn-secondary assistant-action-btn" data-action="save-briefing-output">
+          Save Briefing Output
+        </button>
+      </div>
+    </div>
     <div class="assistant-preview">
       <div class="assistant-preview-header">
         <div class="assistant-preview-title">Morning Brief Preview</div>
@@ -673,7 +709,6 @@ function updateAssistantHealth(configData) {
         patches = { 'tts.enabled': !ttsEnabled };
       } else if (action === 'test-daily-briefing') {
         await triggerDailyBriefingTest(briefingName, statusEl);
-        return;
       } else if (action === 'playbook-executive') {
         _lastPlaybookRollbackPatches = buildRollbackPatchesFromSnapshot(snapshot);
         patches = buildPlaybookPatches('executive');
@@ -693,6 +728,21 @@ function updateAssistantHealth(configData) {
         }
         patches = _lastPlaybookRollbackPatches;
         _lastPlaybookRollbackPatches = null;
+      } else if (action === 'save-briefing-output') {
+        const channel = (el.querySelector('#assist-brief-channel')?.value ?? '').trim();
+        const peer = (el.querySelector('#assist-brief-peer')?.value ?? '').trim();
+        if (!channel || !peer) {
+          if (statusEl) {
+            statusEl.textContent = 'Briefing output channel and peer are required.';
+            statusEl.className = 'text-sm text-error';
+          }
+          return;
+        }
+        patches = {
+          'automation.daily_briefing.output.channel': channel,
+          'automation.daily_briefing.output.peer': peer,
+          'automation.daily_briefing.enabled': true,
+        };
       }
       if (!patches) {return;}
       await applyAssistantPatch(patches, statusEl);
@@ -864,5 +914,6 @@ export const DashboardPage = {
     _lastMetrics = null;
     _dashboardClient = null;
     _lastPlaybookRollbackPatches = null;
+    _lastBriefingTestAt = null;
   },
 };

src/gateway/ui/pages/settings.js

@@ -127,6 +127,8 @@ async function loadSettings() {
   const proactiveMinToolCalls = Number(memory.proactive_extract?.min_tool_calls ?? 1);
   const ttsEnabled = Boolean(tts.enabled);
   const ttsChannelText = Array.isArray(tts.enabled_channels) ? tts.enabled_channels.join(', ') : '';
+  const briefingOutputChannel = automation.daily_briefing?.output?.channel ?? '';
+  const briefingOutputPeer = automation.daily_briefing?.output?.peer ?? '';
 
   // Build config view (redacted JSON)
   const configJson = JSON.stringify(config, null, 2);
@@ -171,6 +173,14 @@ async function loadSettings() {
           <span>TTS channels (comma-separated, blank = all)</span>
           <input id="assist-tts-channels" type="text" value="${escapeHtml(ttsChannelText)}" placeholder="telegram,discord,whatsapp" />
         </label>
+        <label class="assistant-field">
+          <span>Briefing output channel</span>
+          <input id="assist-briefing-channel" type="text" value="${escapeHtml(briefingOutputChannel)}" placeholder="telegram" />
+        </label>
+        <label class="assistant-field">
+          <span>Briefing output peer/chat id</span>
+          <input id="assist-briefing-peer" type="text" value="${escapeHtml(briefingOutputPeer)}" placeholder="123456789" />
+        </label>
       </div>
       <div class="assistant-actions">
         <button id="assistant-mode-save" class="btn btn-primary">Save Assistant Mode</button>
@@ -288,6 +298,8 @@ async function saveAssistantMode() {
   const minToolsRaw = Number.parseInt(_el.querySelector('#assist-memory-min-tools')?.value ?? '1', 10);
   const minTools = Number.isFinite(minToolsRaw) ? Math.min(50, Math.max(0, minToolsRaw)) : 1;
   const ttsChannelsRaw = _el.querySelector('#assist-tts-channels')?.value ?? '';
+  const briefingChannel = (_el.querySelector('#assist-briefing-channel')?.value ?? '').trim();
+  const briefingPeer = (_el.querySelector('#assist-briefing-peer')?.value ?? '').trim();
   const ttsChannels = ttsChannelsRaw
     .split(',')
     .map((value) => value.trim())
@@ -302,6 +314,12 @@ async function saveAssistantMode() {
     'tts.enabled': ttsEnabled,
     'tts.enabled_channels': ttsChannels,
   };
+  if (briefingChannel) {
+    patches['automation.daily_briefing.output.channel'] = briefingChannel;
+  }
+  if (briefingPeer) {
+    patches['automation.daily_briefing.output.peer'] = briefingPeer;
+  }
 
   try {
     const result = await _client.call('config.patch', { patches });

src/gateway/ui/style.css

@@ -1594,6 +1594,46 @@ tr:hover td {
   margin: 10px 0;
 }
 
+.assistant-setup {
+  margin-top: 12px;
+  padding: 12px;
+  border: 1px solid var(--border);
+  border-radius: var(--radius);
+  background-color: var(--bg-secondary);
+}
+
+.assistant-checklist {
+  list-style: none;
+  margin: 10px 0;
+  padding: 0;
+  display: grid;
+  gap: 6px;
+}
+
+.assistant-checklist li {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  color: var(--text-secondary);
+  font-size: var(--font-size-sm);
+}
+
+.assistant-checklist li.done {
+  color: var(--text-primary);
+}
+
+.assistant-check {
+  width: 18px;
+  text-align: center;
+  font-weight: 700;
+}
+
+.assistant-setup-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fit, minmax(220px, 1fr));
+  gap: 8px;
+}
+
 .assistant-preview-header {
   display: flex;
   justify-content: space-between;