Files
paperclip/ui/src/components/OnboardingWizard.tsx
T
scotttong 6f9801a46b feat(ui): NUX rework behind enableConferenceRoomChat experimental flag — capsule onboarding, conference-room chat, unified composer (#8000)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The first-run experience (onboarding wizard) and the chat surfaces
(conference-room/board chat, task threads, composers) are the product's
front door — they decide whether a new operator understands "hire
agents, give them work, review results" in the first five minutes
> - Today those surfaces feel ticket-y and form-like: the wizard is a
static multi-step form that ends in an anticlimactic "Launch" screen,
the task composer and board chat behave differently from each other, and
agent-feed issue quicklooks misbehave (multiple flyouts open at once,
cards jump on hover)
> - We wanted to iterate toward a conversational, team-centric NUX — but
without risking the workflows of everyone already running Paperclip
> - This PR reworks the NUX behind a new default-OFF
`enableConferenceRoomChat` experimental flag: a capsule-motif onboarding
wizard that builds your team as you answer, a conference-room chat
surface, one shared ChatComposer across surfaces, brand-accurate status
chips, and feed-quicklook fixes — with the pre-existing UI
fork-and-frozen as `*Classic` components that flag-OFF users keep
> - The benefit is a complete, testable modern NUX that anyone can opt
into from Settings → Experimental, with zero default behavior change and
a clean path to either graduate or drop the experiment

## Linked Issues or Issue Description

No pre-existing GitHub issue — feature description per
`feature_request.yml`:

- **Problem / motivation:** Paperclip's onboarding wizard and chat
surfaces grew up as separate ticket-centric forms. New users get a
form-filling experience rather than the feeling of standing up a team;
the board chat and task threads use different composers with different
affordances; the agent feed's issue quicklook can stack multiple
popovers and shifts cards on hover.
- **Proposed solution:** A coherent NUX experiment behind one
experimental flag (`enableConferenceRoomChat`, Settings → Experimental,
default OFF): capsule onboarding wizard with an evolving team capsule,
conference-room chat, unified `ChatComposer`, team-centric copy, brand
status chips, quicklook single-flight fix. Flag-OFF users get the exact
pre-experiment UI via frozen `*Classic` forks, verified by an on/off
parity test matrix.
- **Alternatives considered:** (a) incremental unflagged restyling —
rejected: the changes interlock across surfaces and would drip risk into
every release; (b) a separate app shell / route for the new NUX —
rejected: too much divergence, the flag + classic-fork pattern keeps the
diff reviewable and reversible.
- **Roadmap alignment:** `ROADMAP.md` lists **CEO Chat** ("a
lighter-weight way to talk to leadership agents... should still resolve
to real work objects"). This experiment is groundwork in that direction
(conference-room chat resolves to issues/tasks via the same composer
used in task threads) and does not change the core task-and-comments
model.

Related PRs found in the dedup search (same area, none duplicate this
work — they target the classic wizard, which this PR intentionally
leaves intact and mergeable):

- #5385 — Coach-driven onboarding: conversational entry +
agent-companies package import
- #5378 — Onboarding wizard: reusable adapter picker + probe card
- #6636 — ui(onboarding): friendly error surface + retry for the wizard
- #7005 — fix(onboarding): explicitly await first-task wake
- #2616 — fix: restore workspace directory config in onboarding wizard

## What Changed

- **Experimental flag plumbing** — `enableConferenceRoomChat` in shared
types/validators, server instance-settings service + API, Settings →
Experimental card with explicit enable/disable copy
- **Onboarding wizard** — classic wizard forked and frozen
(`OnboardingWizardClassic`); flag-ON variant is a 5-step capsule wizard
with a persistent evolving `AgentCapsule` (gradient/glow motif),
team-centric reframed copy, and a typing-dots intro (hardened with
fake-timer tests)
- **Conference-room chat** — flag-ON board-chat surface with agent
bubble name/icon headers and copy/vote/timestamp action rows
(`AgentBubbleActionRow`)
- **Unified composer** — shared `ChatComposer` adopted across surfaces;
translucent surface + scroll-mask removal; "Agent mode"/"Plan mode"
relabels; no-assignee confirmation `AlertDialog` (new
`ui/alert-dialog.tsx` primitive); `@task` reference picker +
linkification in mentions
- **Agent feed** — single-flight issue-quicklook store (one popover at a
time), flyouts open to the left, removed hover translate-y jitter
- **Status chips** — brand-accurate task status chips behind the flag
(light/dark, 1px borders per paperclip.ing/brand)
- **Tests** — flag on/off parity matrix across IssueDetail,
NewIssueDialog, Sidebar, wizard, gate components; component tests for
all new pieces
- **Merge with `master`** — one conflict in
`ui/src/components/IssueChatThread.tsx`, resolved by keeping master's
new `AssigneeChip`/`HandoffWakeRow`/`RunStatusBadge` components inside
the flag-gated metadata-row chrome (details in commit `21a5642a`);
post-merge fixes: vitest 4 mock typing in `MarkdownEditor.test.tsx`,
flag hook made safe for provider-less mounts (master's new isolated
component tests)
- **Branch hygiene** — internal design wireframes/mockups stripped
before the PR (they live in the Paperclip issue threads)
- No user-facing documentation changes required: the flag is
intentionally experimental and self-described in the Settings card; no
existing docs reference the affected surfaces

## Verification

- `pnpm run typecheck` — green across the workspace (ui, server, shared,
plugins)
- Full UI suite (`vitest run` in `ui/`, clean worktree at this HEAD):
**1593/1595 passing, 223/224 files** — the 2 remaining failures are in
`src/components/artifacts/ArtifactCard.test.tsx` and **fail identically
on pristine `origin/master`** (pre-existing upstream, unrelated to this
branch)
- Full server suite (`vitest run` in `server/`, same clean worktree):
results in PR checks; flag plumbing covered by instance-settings tests
- Targeted post-merge resolution check: `IssueChatThread`,
`IssueChatThreadSystemNotice`, `IssueDetail`, `Sidebar`,
`ConferenceRoomChatGate`, `OnboardingWizardVariant`, `NewIssueDialog`,
`InstanceExperimentalSettings`, `MarkdownEditor` — 172/172 passing
- Manual walkthrough: flag OFF (default) → onboarding wizard, task
thread, board chat, composer all render the classic UI; flag ON via
Settings → Experimental → capsule wizard, conference-room chat, unified
composer, status chips active
- Screenshots: see below

**Flag on/off screenshots** (committed on this branch under
`screenshots/PR-8000-*`):

| Surface | Flag OFF (classic, default) | Flag ON (experimental) |
| --- | --- | --- |
| Settings → Experimental | ![settings
off](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-settings-experimental-flag-off.png)
| ![settings
on](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-settings-experimental-flag-on.png)
|
| Task thread | ![thread
off](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-task-thread-flag-off.png)
| ![thread
on](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-task-thread-flag-on.png)
|
| Home / nav | ![home
off](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-home-flag-off.png)
| ![home
on](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-home-flag-on.png)
|
| Conference Room (flag-ON only surface) | — | ![conference
room](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-conference-room-flag-on.png)
|

Capsule onboarding wizard walkthrough screenshots (flag ON) are attached
to the Paperclip design/implementation threads; the wizard requires a
fresh instance so it is captured via the e2e harness
(`tests/e2e/nux-phase4-screenshots.spec.ts`).


## Risks

- **Large surface, but gated:** all new behavior sits behind
`enableConferenceRoomChat`, default OFF; flag-OFF rendering is locked by
frozen `*Classic` forks plus an on/off parity test suite
- **Classic forks are frozen at the fork point (`e3aada1d`):** master
features added to the live thread component after that point (assignee
handoff chips, run status badge, composer mention coach) render in the
flag-ON path; the flag-OFF task thread keeps the fork-point behavior
until the experiment graduates (forks deleted) or is dropped (forks
restored as canonical). Called out for reviewer attention.
- **Merge-conflict resolution in `IssueChatThread.tsx`** (commit
`21a5642a`) deserves reviewer eyes: master's new handoff/run-status
components were kept; the base toast-style no-assignee flow remains
replaced by the AlertDialog flow introduced on this branch
- Schema/server changes are additive (one optional boolean instance
setting); no migrations of existing data

## Model Used

- Claude (Anthropic) via Claude Code running in the Paperclip agent
harness (agent: ClaudeCoder)
- Branch implemented across multiple agent sessions on Claude Opus-class
models with extended thinking + tool use (file edits, shell, Playwright
screenshots); merge/PR session model ID as reported by the harness:
`claude-fable-5` (Claude Code CLI)
- All code was agent-authored and board-reviewed through Paperclip issue
threads (plans, wireframes, confirmations) before merging

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes (none
required — experimental flag, self-documenting Settings card; noted
above)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green (run 3 on `8af3041a`: all 16
gates SUCCESS, incl. e2e and all 4 serialized-suite shards)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(re-review verdict: Confidence 5/5, “Safe to merge”; all 4 round-1
findings fixed + confirmed resolved; both summary notes addressed in
`8af3041a`)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-11 16:32:55 -05:00

1691 lines
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import { useEffect, useState, useMemo } from "react";
import { useQuery, useQueryClient } from "@tanstack/react-query";
import type { AdapterEnvironmentTestResult } from "@paperclipai/shared";
import { useLocation, useNavigate, useParams } from "@/lib/router";
import { useDialog } from "../context/DialogContext";
import { useCompany } from "../context/CompanyContext";
import { companiesApi } from "../api/companies";
import { goalsApi } from "../api/goals";
import { agentsApi } from "../api/agents";
import { approvalsApi } from "../api/approvals";
import { queryKeys } from "../lib/queryKeys";
import { Dialog, DialogPortal } from "@/components/ui/dialog";
import {
Popover,
PopoverContent,
PopoverTrigger
} from "@/components/ui/popover";
import { Button } from "@/components/ui/button";
import { cn } from "../lib/utils";
import {
extractModelName,
extractProviderIdWithFallback
} from "../lib/model-utils";
import { getUIAdapter } from "../adapters";
import { listUIAdapters } from "../adapters";
import { isVisualAdapterChoice } from "../adapters/metadata";
import { useDisabledAdaptersSync } from "../adapters/use-disabled-adapters";
import { useAdapterCapabilities } from "../adapters/use-adapter-capabilities";
import { getAdapterDisplay } from "../adapters/adapter-display-registry";
import { defaultCreateValues } from "./agent-config-defaults";
import { parseOnboardingGoalInput } from "../lib/onboarding-goal";
import { composeCeoInstructions } from "../lib/ceo-instructions";
import { buildNewAgentRuntimeConfig } from "../lib/new-agent-runtime-config";
import { DEFAULT_CODEX_LOCAL_BYPASS_APPROVALS_AND_SANDBOX } from "@paperclipai/adapter-codex-local";
import { DEFAULT_CURSOR_LOCAL_MODEL } from "@paperclipai/adapter-cursor-local";
import { DEFAULT_GEMINI_LOCAL_MODEL } from "@paperclipai/adapter-gemini-local";
import { DEFAULT_OPENCODE_LOCAL_MODEL, isValidOpenCodeModelId } from "@paperclipai/adapter-opencode-local";
import { resolveRouteOnboardingOptions } from "../lib/onboarding-route";
import { AsciiArtAnimation } from "./AsciiArtAnimation";
import { FrontDoor } from "./FrontDoor";
import { AgentCapsule } from "./AgentCapsule";
import {
Building2,
Bot,
ListTodo,
ArrowLeft,
ArrowRight,
Sparkles,
Check,
Loader2,
ChevronDown,
X
} from "lucide-react";
type Step = 0 | 1 | 2 | 3 | 4 | 5;
// Plugin/external adapters use arbitrary type ids, so this mirrors the master
// wizard's registry-driven approach rather than a fixed union.
type AdapterType = string;
const MISSION_PROMPT_CHIPS = [
"Build a SaaS product",
"Scale a content business",
"Launch a marketplace"
];
function buildMissionFromQuestionnaire(q1: string, q2: string, q3: string, q4: string): string {
const parts: string[] = [];
if (q1.trim()) parts.push(q1.trim());
if (q2.trim()) parts.push(`We serve ${q2.trim().toLowerCase()}.`);
if (q3.trim()) parts.push(`Our biggest challenge is ${q3.trim().toLowerCase()}.`);
if (q4.trim()) parts.push(`Success looks like ${q4.trim().toLowerCase()}.`);
return parts.join(" ");
}
const ONBOARDING_STORAGE_KEY = "paperclip-onboarding-state";
function loadSavedState(): Record<string, unknown> | null {
try {
const raw = localStorage.getItem(ONBOARDING_STORAGE_KEY);
return raw ? JSON.parse(raw) : null;
} catch {
return null;
}
}
export function OnboardingWizard() {
const {
onboardingOpen,
onboardingOptions,
closeOnboarding,
onboardingRouteDismissed: routeDismissed,
setOnboardingRouteDismissed: setRouteDismissed,
} = useDialog();
const { companies, setSelectedCompanyId, loading: companiesLoading } = useCompany();
const queryClient = useQueryClient();
const navigate = useNavigate();
const location = useLocation();
const { companyPrefix } = useParams<{ companyPrefix?: string }>();
// Sync disabled adapter types from server so the adapter grid filters them out.
const disabledTypes = useDisabledAdaptersSync();
// Support opening the wizard from a route (e.g. /onboarding or an existing
// company's "add agent" entry point) in addition to the dialog context.
const routeOnboardingOptions =
companyPrefix && companiesLoading
? null
: resolveRouteOnboardingOptions({
pathname: location.pathname,
companyPrefix,
companies,
});
const effectiveOnboardingOpen =
onboardingOpen || (routeOnboardingOptions !== null && !routeDismissed);
const effectiveOnboardingOptions = onboardingOpen
? onboardingOptions
: routeOnboardingOptions ?? {};
const initialStep = effectiveOnboardingOptions.initialStep ?? 0;
const existingCompanyId = effectiveOnboardingOptions.companyId;
// Restore saved state from localStorage (read once on mount)
const saved = useMemo(loadSavedState, []);
const [step, setStep] = useState<Step>((saved?.step as Step) ?? initialStep);
const [onboardingPath, setOnboardingPath] = useState<"create" | "grow" | null>((saved?.onboardingPath as "create" | "grow" | null) ?? null);
// "Grow existing" questionnaire fields
const [growWorkflows, setGrowWorkflows] = useState((saved?.growWorkflows as string) ?? "");
const [growPainPoints, setGrowPainPoints] = useState((saved?.growPainPoints as string) ?? "");
const [growAutomate, setGrowAutomate] = useState((saved?.growAutomate as string) ?? "");
const [loading, setLoading] = useState(false);
const [error, setError] = useState<string | null>(null);
const [modelOpen, setModelOpen] = useState(false);
const [modelSearch, setModelSearch] = useState("");
// Step 1
const [companyName, setCompanyName] = useState((saved?.companyName as string) ?? "");
const [companyGoal, setCompanyGoal] = useState((saved?.companyGoal as string) ?? "");
const [missionPath, setMissionPath] = useState<"direct" | "questionnaire" | null>((saved?.missionPath as "direct" | "questionnaire" | null) ?? null);
const [missionConfirmed, setMissionConfirmed] = useState((saved?.missionConfirmed as boolean) ?? false);
// Questionnaire answers
const [q1, setQ1] = useState((saved?.q1 as string) ?? ""); // What do you do?
const [q2, setQ2] = useState((saved?.q2 as string) ?? ""); // Who do you serve?
const [q3, setQ3] = useState((saved?.q3 as string) ?? ""); // Biggest bottleneck?
const [q4, setQ4] = useState((saved?.q4 as string) ?? ""); // What would success look like?
// Step 2
const [agentName, setAgentName] = useState((saved?.agentName as string) ?? "Chief of staff");
const [adapterType, setAdapterType] = useState<AdapterType>((saved?.adapterType as AdapterType) ?? "claude_local");
const [cwd, setCwd] = useState((saved?.cwd as string) ?? "");
const [model, setModel] = useState((saved?.model as string) ?? "");
const [command, setCommand] = useState((saved?.command as string) ?? "");
const [args, setArgs] = useState((saved?.args as string) ?? "");
const [url, setUrl] = useState((saved?.url as string) ?? "");
const [adapterEnvResult, setAdapterEnvResult] =
useState<AdapterEnvironmentTestResult | null>(null);
const [adapterEnvError, setAdapterEnvError] = useState<string | null>(null);
const [adapterEnvLoading, setAdapterEnvLoading] = useState(false);
const [forceUnsetAnthropicApiKey, setForceUnsetAnthropicApiKey] =
useState(false);
const [unsetAnthropicLoading, setUnsetAnthropicLoading] = useState(false);
const [showMoreAdapters, setShowMoreAdapters] = useState(false);
// Created entity IDs — pre-populate from existing company when skipping step 1
const [createdCompanyId, setCreatedCompanyId] = useState<string | null>(
existingCompanyId ?? (saved?.createdCompanyId as string) ?? null
);
const [createdCompanyPrefix, setCreatedCompanyPrefix] = useState<
string | null
>((saved?.createdCompanyPrefix as string) ?? null);
const [createdAgentId, setCreatedAgentId] = useState<string | null>((saved?.createdAgentId as string) ?? null);
// Reset the route-dismissed flag when navigating to a different path.
useEffect(() => {
setRouteDismissed(false);
}, [location.pathname]);
// Sync step and company when onboarding opens with explicit options.
// Only override saved state when explicit options provide values.
useEffect(() => {
if (!effectiveOnboardingOpen) return;
// If explicit options are provided, they take precedence over saved state
if (effectiveOnboardingOptions.initialStep) {
setStep(effectiveOnboardingOptions.initialStep);
}
if (effectiveOnboardingOptions.companyId) {
setCreatedCompanyId(effectiveOnboardingOptions.companyId);
setCreatedCompanyPrefix(null);
}
}, [
effectiveOnboardingOpen,
effectiveOnboardingOptions.companyId,
effectiveOnboardingOptions.initialStep
]);
// Backfill issue prefix for an existing company once companies are loaded.
useEffect(() => {
if (!effectiveOnboardingOpen || !createdCompanyId || createdCompanyPrefix) return;
const company = companies.find((c) => c.id === createdCompanyId);
if (company) setCreatedCompanyPrefix(company.issuePrefix);
}, [effectiveOnboardingOpen, createdCompanyId, createdCompanyPrefix, companies]);
// Persist wizard state to localStorage on every change
useEffect(() => {
if (!effectiveOnboardingOpen) return;
const state = {
step, companyName, companyGoal, missionPath, missionConfirmed,
q1, q2, q3, q4, agentName, adapterType, cwd, model, command, args, url,
createdCompanyId, createdCompanyPrefix, createdAgentId,
onboardingPath, growWorkflows, growPainPoints, growAutomate,
};
localStorage.setItem(ONBOARDING_STORAGE_KEY, JSON.stringify(state));
}, [
effectiveOnboardingOpen, step, companyName, companyGoal, missionPath, missionConfirmed,
q1, q2, q3, q4, agentName, adapterType, cwd, model, command, args, url,
createdCompanyId, createdCompanyPrefix, createdAgentId,
onboardingPath, growWorkflows, growPainPoints, growAutomate,
]);
const {
data: adapterModels,
error: adapterModelsError,
isLoading: adapterModelsLoading,
isFetching: adapterModelsFetching
} = useQuery({
// The wizard doesn't expose an environment selector, so models always
// resolve against the local Paperclip host (environmentId = null).
queryKey: createdCompanyId
? queryKeys.agents.adapterModels(createdCompanyId, adapterType, null)
: ["agents", "none", "adapter-models", adapterType, null],
queryFn: () => agentsApi.adapterModels(createdCompanyId!, adapterType, { environmentId: null }),
// Models are picked on step 4 (Connect a model).
enabled: Boolean(createdCompanyId) && effectiveOnboardingOpen && step === 4
});
const getCapabilities = useAdapterCapabilities();
const adapterCaps = getCapabilities(adapterType);
const isLocalAdapterCaps =
adapterCaps.supportsInstructionsBundle ||
adapterCaps.supportsSkills ||
adapterCaps.supportsLocalAgentJwt;
const isLocalAdapter =
isLocalAdapterCaps ||
adapterType === "claude_local" ||
adapterType === "codex_local" ||
adapterType === "gemini_local" ||
adapterType === "hermes_local" ||
adapterType === "opencode_local" ||
adapterType === "pi_local" ||
adapterType === "cursor";
// Build adapter grids dynamically from the UI registry + display metadata.
// External/plugin adapters automatically appear with generic defaults, and
// server-disabled types are filtered out.
const { recommendedAdapters, moreAdapters } = useMemo(() => {
const SYSTEM_ADAPTER_TYPES = new Set(["process", "http"]);
const all = listUIAdapters()
.filter((a) =>
!SYSTEM_ADAPTER_TYPES.has(a.type) &&
!disabledTypes.has(a.type) &&
isVisualAdapterChoice(a.type)
)
.map((a) => ({ ...getAdapterDisplay(a.type), type: a.type }));
return {
recommendedAdapters: all.filter((a) => a.recommended),
moreAdapters: all.filter((a) => !a.recommended),
};
}, [disabledTypes]);
const COMMAND_PLACEHOLDERS: Record<string, string> = {
claude_local: "claude",
codex_local: "codex",
gemini_local: "gemini",
hermes_local: "hermes",
pi_local: "pi",
cursor: "agent",
opencode_local: "opencode",
};
const effectiveAdapterCommand =
command.trim() ||
(COMMAND_PLACEHOLDERS[adapterType] ?? adapterType.replace(/_local$/, ""));
useEffect(() => {
if (step !== 4) return;
setAdapterEnvResult(null);
setAdapterEnvError(null);
}, [step, adapterType, model, command, args, url]);
const selectedModel = (adapterModels ?? []).find((m) => m.id === model);
const hasAnthropicApiKeyOverrideCheck =
adapterEnvResult?.checks.some(
(check) =>
check.code === "claude_anthropic_api_key_overrides_subscription"
) ?? false;
const shouldSuggestUnsetAnthropicApiKey =
adapterType === "claude_local" &&
adapterEnvResult?.status === "fail" &&
hasAnthropicApiKeyOverrideCheck;
const filteredModels = useMemo(() => {
const query = modelSearch.trim().toLowerCase();
return (adapterModels ?? []).filter((entry) => {
if (!query) return true;
const provider = extractProviderIdWithFallback(entry.id, "");
return (
entry.id.toLowerCase().includes(query) ||
entry.label.toLowerCase().includes(query) ||
provider.toLowerCase().includes(query)
);
});
}, [adapterModels, modelSearch]);
const groupedModels = useMemo(() => {
if (adapterType !== "opencode_local") {
return [
{
provider: "models",
entries: [...filteredModels].sort((a, b) => a.id.localeCompare(b.id))
}
];
}
const groups = new Map<string, Array<{ id: string; label: string }>>();
for (const entry of filteredModels) {
const provider = extractProviderIdWithFallback(entry.id);
const bucket = groups.get(provider) ?? [];
bucket.push(entry);
groups.set(provider, bucket);
}
return Array.from(groups.entries())
.sort(([a], [b]) => a.localeCompare(b))
.map(([provider, entries]) => ({
provider,
entries: [...entries].sort((a, b) => a.id.localeCompare(b.id))
}));
}, [filteredModels, adapterType]);
function reset() {
localStorage.removeItem(ONBOARDING_STORAGE_KEY);
setStep(0);
setOnboardingPath(null);
setGrowWorkflows("");
setGrowPainPoints("");
setGrowAutomate("");
setLoading(false);
setError(null);
setCompanyName("");
setCompanyGoal("");
setMissionPath(null);
setMissionConfirmed(false);
setQ1("");
setQ2("");
setQ3("");
setQ4("");
setAgentName("Chief of staff");
setAdapterType("claude_local");
setModel("");
setCommand("");
setArgs("");
setUrl("");
setAdapterEnvResult(null);
setAdapterEnvError(null);
setAdapterEnvLoading(false);
setForceUnsetAnthropicApiKey(false);
setUnsetAnthropicLoading(false);
setCreatedCompanyId(null);
setCreatedCompanyPrefix(null);
setCreatedAgentId(null);
}
function handleClose() {
reset();
closeOnboarding();
// On the /onboarding route the wizard is also kept open by the route
// itself, so closing the dialog must mark the route dismissed — otherwise
// effectiveOnboardingOpen stays true and the wizard re-renders instead of
// handing off to the launcher card (PAP-52).
setRouteDismissed(true);
}
function handleLaunchToChat() {
const prefix = createdCompanyPrefix;
reset();
closeOnboarding();
navigate(prefix ? `/${prefix}/board-chat` : "/dashboard");
}
function buildAdapterConfig(): Record<string, unknown> {
const adapter = getUIAdapter(adapterType);
const config = adapter.buildAdapterConfig({
...defaultCreateValues,
adapterType,
model:
adapterType === "gemini_local"
? model || DEFAULT_GEMINI_LOCAL_MODEL
: adapterType === "cursor"
? model || DEFAULT_CURSOR_LOCAL_MODEL
: adapterType === "opencode_local"
? model || DEFAULT_OPENCODE_LOCAL_MODEL
: model,
command,
args,
url,
dangerouslySkipPermissions:
adapterType === "claude_local" || adapterType === "opencode_local",
dangerouslyBypassSandbox:
adapterType === "codex_local"
? DEFAULT_CODEX_LOCAL_BYPASS_APPROVALS_AND_SANDBOX
: defaultCreateValues.dangerouslyBypassSandbox
});
if (adapterType === "claude_local" && forceUnsetAnthropicApiKey) {
const env =
typeof config.env === "object" &&
config.env !== null &&
!Array.isArray(config.env)
? { ...(config.env as Record<string, unknown>) }
: {};
env.ANTHROPIC_API_KEY = { type: "plain", value: "" };
config.env = env;
}
return config;
}
async function runAdapterEnvironmentTest(
adapterConfigOverride?: Record<string, unknown>
): Promise<AdapterEnvironmentTestResult | null> {
if (!createdCompanyId) {
setAdapterEnvError(
"Create or select a company before testing adapter environment."
);
return null;
}
setAdapterEnvLoading(true);
setAdapterEnvError(null);
try {
const result = await agentsApi.testEnvironment(
createdCompanyId,
adapterType,
{
adapterConfig: adapterConfigOverride ?? buildAdapterConfig()
}
);
setAdapterEnvResult(result);
return result;
} catch (err) {
setAdapterEnvError(
err instanceof Error ? err.message : "Adapter environment test failed"
);
return null;
} finally {
setAdapterEnvLoading(false);
}
}
// Step 2 → 3 ("Confirm mission"): create the company + its company-level
// goal, then advance to naming the team lead. Guarded so revisiting the
// mission step (e.g. via Back) doesn't create a duplicate company.
async function handleConfirmMission() {
if (createdCompanyId) {
setStep(3);
return;
}
setLoading(true);
setError(null);
try {
const company = await companiesApi.create({ name: companyName.trim() });
setCreatedCompanyId(company.id);
setCreatedCompanyPrefix(company.issuePrefix);
setSelectedCompanyId(company.id);
queryClient.invalidateQueries({ queryKey: queryKeys.companies.all });
const parsedGoal = parseOnboardingGoalInput(companyGoal);
await goalsApi.create(company.id, {
title: parsedGoal.title,
...(parsedGoal.description
? { description: parsedGoal.description }
: {}),
level: "company",
status: "active"
});
queryClient.invalidateQueries({
queryKey: queryKeys.goals.list(company.id)
});
setStep(3); // → Create your team lead
} catch (err) {
setError(err instanceof Error ? err.message : "Failed to create company");
} finally {
setLoading(false);
}
}
// Step 4 → 5 ("Give it a heartbeat"): hire the lead agent + seed its
// instructions, then advance to Review. Guarded so revisiting step 4
// doesn't hire a second agent.
async function handleGiveHeartbeat() {
if (!createdCompanyId) return;
if (createdAgentId) {
setStep(5);
return;
}
setLoading(true);
setError(null);
try {
if (adapterType === "opencode_local") {
const selectedModelId = model.trim();
if (!isValidOpenCodeModelId(selectedModelId)) {
setError(
"OpenCode requires an explicit model in provider/model format."
);
return;
}
if (adapterModelsError) {
setError(
adapterModelsError instanceof Error
? adapterModelsError.message
: "Failed to load OpenCode models."
);
return;
}
if (adapterModelsLoading || adapterModelsFetching) {
setError(
"OpenCode models are still loading. Please wait and try again."
);
return;
}
const discoveredModels = adapterModels ?? [];
if (!discoveredModels.some((entry) => entry.id === selectedModelId)) {
setError(
discoveredModels.length === 0
? "No OpenCode models discovered. Run `opencode models` and authenticate providers."
: `Configured OpenCode model is unavailable: ${selectedModelId}`
);
return;
}
}
if (isLocalAdapter) {
const result = adapterEnvResult ?? (await runAdapterEnvironmentTest());
if (!result) return;
}
const hire = await agentsApi.hire(createdCompanyId, {
name: agentName.trim(),
role: "ceo",
adapterType,
adapterConfig: buildAdapterConfig(),
runtimeConfig: buildNewAgentRuntimeConfig()
});
if (hire.approval) {
await approvalsApi.approve(
hire.approval.id,
"Approved during onboarding first-agent setup."
);
queryClient.invalidateQueries({
queryKey: queryKeys.approvals.list(createdCompanyId)
});
}
const agent = hire.agent;
setCreatedAgentId(agent.id);
queryClient.invalidateQueries({
queryKey: queryKeys.agents.list(createdCompanyId)
});
// Seed the CEO's agent instructions file so the agent always has
// company context + a hiring-plan output format rule. Non-fatal on
// failure — the agent can still function with adapter defaults.
try {
const bundle = await agentsApi.instructionsBundle(agent.id, createdCompanyId);
await agentsApi.saveInstructionsFile(
agent.id,
{
path: bundle.entryFile,
content: composeCeoInstructions({
companyName,
companyGoal,
growPath: onboardingPath === "grow",
growWorkflows,
growPainPoints,
growAutomate,
q1, q2, q3, q4,
}),
},
createdCompanyId,
);
} catch (err) {
console.warn("Failed to seed CEO instructions:", err);
}
// Advance to the Review step — the lead is now online. The user drives
// strategy + hiring from the planning chat after "Get started".
setStep(5);
} catch (err) {
setError(err instanceof Error ? err.message : "Failed to create agent");
} finally {
setLoading(false);
}
}
async function handleUnsetAnthropicApiKey() {
if (!createdCompanyId || unsetAnthropicLoading) return;
setUnsetAnthropicLoading(true);
setError(null);
setAdapterEnvError(null);
setForceUnsetAnthropicApiKey(true);
const configWithUnset = (() => {
const config = buildAdapterConfig();
const env =
typeof config.env === "object" &&
config.env !== null &&
!Array.isArray(config.env)
? { ...(config.env as Record<string, unknown>) }
: {};
env.ANTHROPIC_API_KEY = { type: "plain", value: "" };
config.env = env;
return config;
})();
try {
if (createdAgentId) {
await agentsApi.update(
createdAgentId,
{ adapterConfig: configWithUnset },
createdCompanyId
);
queryClient.invalidateQueries({
queryKey: queryKeys.agents.list(createdCompanyId)
});
}
const result = await runAdapterEnvironmentTest(configWithUnset);
if (result?.status === "fail") {
setError(
"Retried with ANTHROPIC_API_KEY unset in adapter config, but the environment test is still failing."
);
}
} catch (err) {
setError(
err instanceof Error
? err.message
: "Failed to unset ANTHROPIC_API_KEY and retry."
);
} finally {
setUnsetAnthropicLoading(false);
}
}
function handleKeyDown(e: React.KeyboardEvent) {
if (e.key === "Enter" && (e.metaKey || e.ctrlKey)) {
e.preventDefault();
if (step === 0) return; // front door requires click
if (step === 1 && companyName.trim()) setStep(2);
else if (step === 2 && companyName.trim() && companyGoal.trim()) handleConfirmMission();
else if (step === 3 && agentName.trim()) setStep(4);
else if (step === 4 && agentName.trim()) handleGiveHeartbeat();
else if (step === 5) handleLaunchToChat();
}
}
if (!effectiveOnboardingOpen) return null;
return (
<Dialog
open={effectiveOnboardingOpen}
onOpenChange={(open) => {
if (!open) {
handleClose();
}
}}
>
<DialogPortal>
{/* Plain div instead of DialogOverlay — Radix's overlay wraps in
RemoveScroll which blocks wheel events on our custom (non-DialogContent)
scroll container. A plain div preserves the background without scroll-locking. */}
<div className="fixed inset-0 z-50 bg-background" />
<div className="fixed inset-0 z-50 flex" onKeyDown={handleKeyDown}>
{/* Close button */}
<button
onClick={handleClose}
className="absolute top-4 left-4 z-10 rounded-sm p-1.5 text-muted-foreground/60 hover:text-foreground transition-colors"
>
<X className="h-5 w-5" />
<span className="sr-only">Close</span>
</button>
{/* Step 0: Front Door — full-screen choice */}
{step === 0 && (
<div className="w-full flex flex-col overflow-y-auto">
<FrontDoor onChoose={(path) => {
setOnboardingPath(path);
setStep(1);
}} />
</div>
)}
{/* Left half — form (steps 1+) */}
{step !== 0 && (
<div
className={cn(
"w-full flex flex-col overflow-y-auto transition-[width] duration-500 ease-in-out",
step === 1 || step === 2 ? "md:w-1/2" : "md:w-full"
)}
>
<div className="w-full max-w-md mx-auto my-auto px-8 py-12 shrink-0">
{/* 5-segment progress bar (brand .wsteps/.wstep) — segment N
filled once step ≥ N. Completed segments jump back. */}
<div className="flex items-center gap-1.5 mb-8">
{([1, 2, 3, 4, 5] as const).map((s) => {
const filled = step >= s;
const canJump = s < step;
return (
<button
key={s}
type="button"
aria-label={`Step ${s}`}
aria-current={s === step ? "step" : undefined}
disabled={!canJump}
onClick={() => canJump && setStep(s as Step)}
className={cn(
"h-1 flex-1 rounded-full transition-colors",
filled ? "bg-foreground" : "bg-muted",
canJump ? "cursor-pointer" : "cursor-default"
)}
/>
);
})}
</div>
{/* Persistent evolving capsule (steps 35): a single AgentCapsule
held in the same tree slot so React reuses the DOM node and the
morph reads as one capsule coming to life — dashed slot →
solid (configured) → liquid fill + blue glow (online). */}
{step >= 3 && step <= 5 && (
<div className="space-y-4 mb-6">
<div className="flex items-center gap-3 mb-1">
<div className="bg-muted/50 p-2">
{step === 5 ? (
<Check className="h-5 w-5 text-muted-foreground" />
) : (
<Bot className="h-5 w-5 text-muted-foreground" />
)}
</div>
<div>
<h3 className="font-medium">
{step === 3
? "Create your team lead"
: step === 4
? "Connect a model"
: "Review"}
</h3>
<p className="text-xs text-muted-foreground">
{step === 3 ? (
<>
Name your lead. They'll help drive{" "}
<span className="font-medium text-foreground">{companyName}</span>{" "}
toward its mission. We default to{" "}
<span className="font-medium text-foreground">Chief of staff</span> —
rename it to anything you like.
</>
) : step === 4 ? (
<>Pick the adapter and model your lead will run on, then check the environment.</>
) : (
<>Everything's set up your team lead is online and ready to work.</>
)}
</p>
</div>
</div>
<div className="flex flex-col items-center gap-1.5 py-1 text-center">
<AgentCapsule
state={step === 3 ? "slot" : step === 4 ? "configured" : "online"}
gradient={5}
glow="blue"
size="md"
/>
<p className="text-[11px] text-muted-foreground">
{step === 3 ? (
"an empty slot for an agent"
) : step === 4 ? (
"your team lead, taking shape"
) : (
<>
<span className="font-medium text-foreground">{agentName}</span>{" "}
is online and ready to work!
</>
)}
</p>
</div>
</div>
)}
{/* Step content */}
{step === 2 && onboardingPath === "grow" && (
<div className="space-y-5">
<div className="flex items-center gap-3 mb-1">
<div className="bg-muted/50 p-2">
<Sparkles className="h-5 w-5 text-muted-foreground" />
</div>
<div>
<h3 className="font-medium">Tell us about your team</h3>
<p className="text-xs text-muted-foreground">
We'll use this to set up your lead agent and plan which agents to add.
</p>
</div>
</div>
<div className="group">
<label className="text-xs text-muted-foreground mb-1 block">What does your team work on?</label>
<input
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50"
placeholder="e.g. We create educational YouTube content about AI"
value={q1}
onChange={(e) => setQ1(e.target.value)}
/>
</div>
<div className="group">
<label className="text-xs text-muted-foreground mb-1 block">What are your current workflows?</label>
<textarea
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50 resize-none min-h-[60px]"
placeholder="e.g. Manual content creation, spreadsheet tracking, email outreach"
value={growWorkflows}
onChange={(e) => setGrowWorkflows(e.target.value)}
/>
</div>
<div className="group">
<label className="text-xs text-muted-foreground mb-1 block">What pain points would you solve with AI?</label>
<textarea
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50 resize-none min-h-[60px]"
placeholder="e.g. Can't produce content fast enough, no time for social media"
value={growPainPoints}
onChange={(e) => setGrowPainPoints(e.target.value)}
/>
</div>
<div className="group">
<label className="text-xs text-muted-foreground mb-1 block">What would you automate first?</label>
<input
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50"
placeholder="e.g. Social media scheduling and content repurposing"
value={growAutomate}
onChange={(e) => setGrowAutomate(e.target.value)}
/>
</div>
{companyName.trim() && q1.trim() && (
<>
{!companyGoal.trim() && (
<Button
size="sm"
variant="outline"
onClick={() => {
const parts = [q1.trim()];
if (growPainPoints.trim()) parts.push(`Key challenge: ${growPainPoints.trim()}`);
if (growAutomate.trim()) parts.push(`First priority: automate ${growAutomate.trim().toLowerCase()}`);
setCompanyGoal(parts.join(". "));
}}
>
Generate mission from answers
</Button>
)}
{companyGoal.trim() && (
<div className="group">
<label className="text-xs text-foreground mb-1 block">Generated mission — edit however you like:</label>
<textarea
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50 resize-none min-h-[60px]"
value={companyGoal}
onChange={(e) => setCompanyGoal(e.target.value)}
/>
</div>
)}
</>
)}
<button
className="text-[11px] text-muted-foreground hover:text-foreground transition-colors"
onClick={() => { setOnboardingPath(null); setStep(0); }}
>
← Back to start
</button>
</div>
)}
{/* Step 1: Name your team (both paths) */}
{step === 1 && (
<div className="space-y-5">
<div className="flex items-center gap-3 mb-1">
<div className="bg-muted/50 p-2">
<Building2 className="h-5 w-5 text-muted-foreground" />
</div>
<div>
<h3 className="font-medium">Name your team</h3>
<p className="text-xs text-muted-foreground">
What should we call your team?
</p>
</div>
</div>
<div className="mt-3 group">
<label
className={cn(
"text-xs mb-1 block transition-colors",
companyName.trim()
? "text-foreground"
: "text-muted-foreground group-focus-within:text-foreground"
)}
>
Team name
</label>
<input
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50"
placeholder="Acme Corp"
value={companyName}
onChange={(e) => setCompanyName(e.target.value)}
onKeyDown={(e) => {
if (e.key === "Enter" && companyName.trim()) {
e.preventDefault();
if (onboardingPath !== "grow" && !missionPath) setMissionPath("direct");
setStep(2);
}
}}
autoFocus
/>
</div>
<button
className="text-[11px] text-muted-foreground hover:text-foreground transition-colors"
onClick={() => { setOnboardingPath(null); setStep(0); }}
>
← Back to start
</button>
</div>
)}
{/* Step 2: Define your mission */}
{step === 2 && onboardingPath !== "grow" && (
<div className="space-y-5">
<div className="flex items-center gap-3 mb-1">
<div className="bg-muted/50 p-2">
<Building2 className="h-5 w-5 text-muted-foreground" />
</div>
<div>
<h3 className="font-medium">Define your mission</h3>
<p className="text-xs text-muted-foreground">
Your mission guides everything — your lead agent, who you bring on, and the work <strong>{companyName}</strong> takes on.
</p>
</div>
</div>
{/* Mission path selector */}
<div className="space-y-3">
<label className="text-xs text-foreground block">
How would you like to define your mission?
</label>
<div className="grid grid-cols-2 gap-2">
<button
className={cn(
"flex flex-col items-center gap-1.5 rounded-md border p-3 text-xs transition-colors",
missionPath === "direct"
? "border-foreground bg-accent/50"
: "border-border hover:bg-accent/50"
)}
onClick={() => setMissionPath("direct")}
>
<Sparkles className="h-4 w-4" />
<span className="font-medium">I know my mission</span>
<span className="text-muted-foreground text-[10px]">
Type it directly
</span>
</button>
<button
className={cn(
"flex flex-col items-center gap-1.5 rounded-md border p-3 text-xs transition-colors",
missionPath === "questionnaire"
? "border-foreground bg-accent/50"
: "border-border hover:bg-accent/50"
)}
onClick={() => setMissionPath("questionnaire")}
>
<ListTodo className="h-4 w-4" />
<span className="font-medium">Help me figure it out</span>
<span className="text-muted-foreground text-[10px]">
Answer a few questions
</span>
</button>
</div>
</div>
{/* Direct mission input */}
{missionPath === "direct" && (
<div className="space-y-3 animate-in fade-in duration-200">
<div className="group">
<label
className={cn(
"text-xs mb-1 block transition-colors",
companyGoal.trim()
? "text-foreground"
: "text-muted-foreground group-focus-within:text-foreground"
)}
>
Mission
</label>
<textarea
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50 resize-none min-h-[60px]"
placeholder="What is your team trying to achieve?"
value={companyGoal}
onChange={(e) => setCompanyGoal(e.target.value)}
autoFocus
/>
</div>
{/* Prompt chips for inspiration */}
<div className="flex flex-wrap gap-1.5">
{MISSION_PROMPT_CHIPS.map((chip) => (
<button
key={chip}
className={cn(
"rounded-full border px-2.5 py-1 text-[11px] transition-colors",
companyGoal === chip
? "border-foreground bg-accent text-foreground"
: "border-border text-muted-foreground hover:text-foreground hover:border-foreground/50"
)}
onClick={() => setCompanyGoal(chip)}
>
{chip}
</button>
))}
</div>
</div>
)}
{/* Questionnaire path */}
{missionPath === "questionnaire" && !missionConfirmed && (
<div className="space-y-3 animate-in fade-in duration-200">
<div className="group">
<label className="text-xs text-muted-foreground mb-1 block">
What does your team work on?
</label>
<input
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50"
placeholder="e.g. We create educational YouTube content about AI"
value={q1}
onChange={(e) => setQ1(e.target.value)}
autoFocus
/>
</div>
<div className="group">
<label className="text-xs text-muted-foreground mb-1 block">
Who do you serve?
</label>
<input
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50"
placeholder="e.g. Non-technical professionals curious about AI tools"
value={q2}
onChange={(e) => setQ2(e.target.value)}
/>
</div>
<div className="group">
<label className="text-xs text-muted-foreground mb-1 block">
What's your biggest bottleneck right now?
</label>
<input
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50"
placeholder="e.g. Can't produce content fast enough across multiple channels"
value={q3}
onChange={(e) => setQ3(e.target.value)}
/>
</div>
<div className="group">
<label className="text-xs text-muted-foreground mb-1 block">
What would success look like in 6 months?
</label>
<input
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50"
placeholder="e.g. Publishing daily content across 4 platforms with a team of AI agents"
value={q4}
onChange={(e) => setQ4(e.target.value)}
/>
</div>
{q1.trim() && (
<Button
size="sm"
variant="outline"
onClick={() => {
setCompanyGoal(buildMissionFromQuestionnaire(q1, q2, q3, q4));
setMissionConfirmed(true);
}}
>
Generate my mission
</Button>
)}
</div>
)}
{/* Questionnaire result — editable mission */}
{missionPath === "questionnaire" && missionConfirmed && (
<div className="space-y-3 animate-in fade-in duration-200">
<div className="group">
<label className="text-xs text-foreground mb-1 block">
Here's your draft mission edit it however you like:
</label>
<textarea
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50 resize-none min-h-[80px]"
value={companyGoal}
onChange={(e) => setCompanyGoal(e.target.value)}
autoFocus
/>
</div>
<button
className="text-[11px] text-muted-foreground hover:text-foreground transition-colors"
onClick={() => { setMissionConfirmed(false); setCompanyGoal(""); }}
>
Back to questions
</button>
</div>
)}
{/* Confirm mission note */}
{companyGoal.trim() && (
<p className="text-[11px] text-muted-foreground italic">
You can always change your mission later in settings.
</p>
)}
<button
className="text-[11px] text-muted-foreground hover:text-foreground transition-colors"
onClick={() => setStep(1)}
>
Change team name
</button>
</div>
)}
{/* Step 3: Create your team lead — name only (capsule above) */}
{step === 3 && (
<div className="space-y-5">
<div>
<label className="text-xs text-muted-foreground mb-1 block">
Name
</label>
<input
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50"
placeholder="Chief of staff"
value={agentName}
onChange={(e) => setAgentName(e.target.value)}
onKeyDown={(e) => {
if (e.key === "Enter" && agentName.trim()) {
e.preventDefault();
setStep(4);
}
}}
autoFocus
/>
</div>
</div>
)}
{/* Step 4: Connect a model — adapter + model + env check (capsule above) */}
{step === 4 && (
<div className="space-y-5">
{/* Adapter type radio cards */}
<div>
<label className="text-xs text-muted-foreground mb-2 block">
Adapter type
</label>
<div className="grid grid-cols-2 gap-2">
{recommendedAdapters.map((opt) => (
<button
key={opt.type}
className={cn(
"flex flex-col items-center gap-1.5 rounded-md border p-3 text-xs transition-colors relative",
adapterType === opt.type
? "border-foreground bg-accent"
: "border-border hover:bg-accent/50"
)}
onClick={() => {
const nextType = opt.type;
setAdapterType(nextType);
if (nextType === "codex_local") {
return;
}
if (nextType === "opencode_local") {
setModel(DEFAULT_OPENCODE_LOCAL_MODEL);
return;
}
setModel("");
}}
>
{opt.recommended && (
<span className="absolute -top-1.5 right-1.5 bg-green-500 text-white text-[9px] font-semibold px-1.5 py-0.5 rounded-full leading-none">
Recommended
</span>
)}
<opt.icon className="h-4 w-4" />
<span className="font-medium">{opt.label}</span>
<span className="text-muted-foreground text-[10px]">
{opt.description}
</span>
</button>
))}
</div>
<button
className="flex items-center gap-1.5 mt-3 text-xs text-muted-foreground hover:text-foreground transition-colors"
onClick={() => setShowMoreAdapters((v) => !v)}
>
<ChevronDown
className={cn(
"h-3 w-3 transition-transform",
showMoreAdapters ? "rotate-0" : "-rotate-90"
)}
/>
More Agent Adapter Types
</button>
{showMoreAdapters && (
<div className="grid grid-cols-2 gap-2 mt-2">
{moreAdapters.map((opt) => (
<button
key={opt.type}
disabled={!!opt.comingSoon}
className={cn(
"flex flex-col items-center gap-1.5 rounded-md border p-3 text-xs transition-colors relative",
opt.comingSoon
? "border-border opacity-40 cursor-not-allowed"
: adapterType === opt.type
? "border-foreground bg-accent"
: "border-border hover:bg-accent/50"
)}
onClick={() => {
if (opt.comingSoon) return;
const nextType = opt.type;
setAdapterType(nextType);
if (nextType === "gemini_local" && !model) {
setModel(DEFAULT_GEMINI_LOCAL_MODEL);
return;
}
if (nextType === "cursor" && !model) {
setModel(DEFAULT_CURSOR_LOCAL_MODEL);
return;
}
if (nextType === "opencode_local") {
setModel(DEFAULT_OPENCODE_LOCAL_MODEL);
return;
}
setModel("");
}}
>
<opt.icon className="h-4 w-4" />
<span className="font-medium">{opt.label}</span>
<span className="text-muted-foreground text-[10px]">
{opt.comingSoon
? opt.disabledLabel ?? "Coming soon"
: opt.description}
</span>
</button>
))}
</div>
)}
</div>
{/* Conditional adapter fields */}
{isLocalAdapter && (
<div className="space-y-3">
<div>
<label className="text-xs text-muted-foreground mb-1 block">
Model
</label>
<Popover
open={modelOpen}
onOpenChange={(next) => {
setModelOpen(next);
if (!next) setModelSearch("");
}}
>
<PopoverTrigger asChild>
<button className="inline-flex items-center gap-1.5 rounded-md border border-border px-2.5 py-1.5 text-sm hover:bg-accent/50 transition-colors w-full justify-between">
<span
className={cn(
!model && "text-muted-foreground"
)}
>
{selectedModel
? selectedModel.label
: model ||
(adapterType === "opencode_local"
? "Select model (required)"
: "Default")}
</span>
<ChevronDown className="h-3 w-3 text-muted-foreground" />
</button>
</PopoverTrigger>
<PopoverContent
className="w-[var(--radix-popover-trigger-width)] p-1"
align="start"
>
<input
className="w-full px-2 py-1.5 text-xs bg-transparent outline-none border-b border-border mb-1 placeholder:text-muted-foreground/50"
placeholder="Search models..."
value={modelSearch}
onChange={(e) => setModelSearch(e.target.value)}
autoFocus
/>
{adapterType !== "opencode_local" && (
<button
className={cn(
"flex items-center gap-2 w-full px-2 py-1.5 text-sm rounded hover:bg-accent/50",
!model && "bg-accent"
)}
onClick={() => {
setModel("");
setModelOpen(false);
}}
>
Default
</button>
)}
<div className="max-h-[240px] overflow-y-auto">
{groupedModels.map((group) => (
<div
key={group.provider}
className="mb-1 last:mb-0"
>
{adapterType === "opencode_local" && (
<div className="px-2 py-1 text-[10px] uppercase tracking-wide text-muted-foreground">
{group.provider} ({group.entries.length})
</div>
)}
{group.entries.map((m) => (
<button
key={m.id}
className={cn(
"flex items-center w-full px-2 py-1.5 text-sm rounded hover:bg-accent/50",
m.id === model && "bg-accent"
)}
onClick={() => {
setModel(m.id);
setModelOpen(false);
}}
>
<span
className="block w-full text-left truncate"
title={m.id}
>
{adapterType === "opencode_local"
? extractModelName(m.id)
: m.label}
</span>
</button>
))}
</div>
))}
</div>
{filteredModels.length === 0 && (
<p className="px-2 py-1.5 text-xs text-muted-foreground">
No models discovered.
</p>
)}
</PopoverContent>
</Popover>
</div>
</div>
)}
{isLocalAdapter && (
<div className="space-y-2 rounded-md border border-border p-3">
<div className="flex items-center justify-between gap-2">
<div>
<p className="text-xs font-medium">
Adapter environment check
</p>
<p className="text-[11px] text-muted-foreground">
Runs a live probe that asks the adapter CLI to
respond with hello.
</p>
</div>
<Button
size="sm"
variant="outline"
className="h-7 px-2.5 text-xs"
disabled={adapterEnvLoading}
onClick={() => void runAdapterEnvironmentTest()}
>
{adapterEnvLoading ? "Testing..." : "Test now"}
</Button>
</div>
{adapterEnvError && (
<div className="rounded-md border border-destructive/30 bg-destructive/10 px-2.5 py-2 text-[11px] text-destructive">
{adapterEnvError}
</div>
)}
{adapterEnvResult &&
adapterEnvResult.status === "pass" ? (
<div className="flex items-center gap-2 rounded-md border border-green-300 dark:border-green-500/40 bg-green-50 dark:bg-green-500/10 px-3 py-2 text-xs text-green-700 dark:text-green-300 animate-in fade-in slide-in-from-bottom-1 duration-300">
<Check className="h-3.5 w-3.5 shrink-0" />
<span className="font-medium">Passed</span>
</div>
) : adapterEnvResult ? (
<AdapterEnvironmentResult result={adapterEnvResult} />
) : null}
{shouldSuggestUnsetAnthropicApiKey && (
<div className="rounded-md border border-amber-300/60 bg-amber-50/40 px-2.5 py-2 space-y-2">
<p className="text-[11px] text-amber-900/90 leading-relaxed">
Claude failed while{" "}
<span className="font-mono">ANTHROPIC_API_KEY</span>{" "}
is set. You can clear it in this adapter config
and retry the probe.
</p>
<Button
size="sm"
variant="outline"
className="h-7 px-2.5 text-xs"
disabled={
adapterEnvLoading || unsetAnthropicLoading
}
onClick={() => void handleUnsetAnthropicApiKey()}
>
{unsetAnthropicLoading
? "Retrying..."
: "Unset ANTHROPIC_API_KEY"}
</Button>
</div>
)}
{adapterEnvResult && adapterEnvResult.status === "fail" && (
<div className="rounded-md border border-border/70 bg-muted/20 px-2.5 py-2 text-[11px] space-y-1.5">
<p className="font-medium">Manual debug</p>
<p className="text-muted-foreground font-mono break-all">
{adapterType === "cursor"
? `${effectiveAdapterCommand} -p --mode ask --output-format json \"Respond with hello.\"`
: adapterType === "codex_local"
? `${effectiveAdapterCommand} exec --json -`
: adapterType === "gemini_local"
? `${effectiveAdapterCommand} --output-format json "Respond with hello."`
: adapterType === "opencode_local"
? `${effectiveAdapterCommand} run --format json "Respond with hello."`
: `${effectiveAdapterCommand} --print - --output-format stream-json --verbose`}
</p>
<p className="text-muted-foreground">
Prompt:{" "}
<span className="font-mono">Respond with hello.</span>
</p>
{adapterType === "cursor" ||
adapterType === "codex_local" ||
adapterType === "gemini_local" ||
adapterType === "opencode_local" ? (
<p className="text-muted-foreground">
If auth fails, set{" "}
<span className="font-mono">
{adapterType === "cursor"
? "CURSOR_API_KEY"
: adapterType === "gemini_local"
? "GEMINI_API_KEY"
: "OPENAI_API_KEY"}
</span>{" "}
in env or run{" "}
<span className="font-mono">
{adapterType === "cursor"
? "agent login"
: adapterType === "codex_local"
? "codex login"
: adapterType === "gemini_local"
? "gemini auth"
: "opencode auth login"}
</span>
.
</p>
) : (
<p className="text-muted-foreground">
If login is required, run{" "}
<span className="font-mono">claude login</span>{" "}
and retry.
</p>
)}
</div>
)}
</div>
)}
{(adapterType === "http" ||
adapterType === "openclaw_gateway") && (
<div>
<label className="text-xs text-muted-foreground mb-1 block">
{adapterType === "openclaw_gateway"
? "Gateway URL"
: "Webhook URL"}
</label>
<input
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm font-mono outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50"
placeholder={
adapterType === "openclaw_gateway"
? "ws://127.0.0.1:18789"
: "https://..."
}
value={url}
onChange={(e) => setUrl(e.target.value)}
/>
</div>
)}
</div>
)}
{/* Step 5: Review — lead is online (shared capsule above) */}
{step === 5 && (
<div className="space-y-5 py-1">
{/* Review checklist — everything that's now set up */}
<div className="space-y-1.5">
{[
{ label: "Team name", done: Boolean(companyName.trim()) },
{ label: "Mission", done: Boolean(companyGoal.trim()) },
{ label: "Agent created", done: Boolean(createdAgentId) },
{ label: "Model connected", done: Boolean(createdAgentId) },
].map(({ label, done }) => (
<div key={label} className="flex items-center gap-2 text-sm">
<span
className={cn(
"flex h-4 w-4 items-center justify-center rounded-full shrink-0",
done
? "bg-green-500/15 text-green-600 dark:text-green-400"
: "bg-muted text-muted-foreground"
)}
>
<Check className="h-2.5 w-2.5" />
</span>
<span className={done ? "text-foreground" : "text-muted-foreground"}>
{label}
</span>
</div>
))}
</div>
{companyGoal.trim() && (
<p className="text-sm text-muted-foreground italic text-center">
"{companyGoal}"
</p>
)}
<p className="text-xs text-muted-foreground text-center">
Start a conversation with {agentName} to discuss strategy and plan who to bring on.
</p>
</div>
)}
{/* Error */}
{error && (
<div className="mt-3">
<p className="text-xs text-destructive">{error}</p>
</div>
)}
{/* Footer navigation */}
<div className="flex items-center justify-between mt-8">
<div>
{step > 1 && step > (effectiveOnboardingOptions.initialStep ?? 0) && (
<Button
variant="ghost"
size="sm"
onClick={() => setStep((step - 1) as Step)}
disabled={loading}
>
<ArrowLeft className="h-3.5 w-3.5 mr-1" />
Back
</Button>
)}
</div>
<div className="flex items-center gap-2">
{step === 1 && (
<Button
size="sm"
disabled={!companyName.trim()}
onClick={() => {
if (onboardingPath !== "grow" && !missionPath) setMissionPath("direct");
setStep(2);
}}
>
Next
<ArrowRight className="h-3.5 w-3.5 ml-1" />
</Button>
)}
{step === 2 && (
<Button
size="sm"
disabled={!companyName.trim() || !companyGoal.trim() || loading}
onClick={handleConfirmMission}
>
{loading ? (
<Loader2 className="h-3.5 w-3.5 mr-1 animate-spin" />
) : (
<ArrowRight className="h-3.5 w-3.5 mr-1" />
)}
{loading ? "Creating..." : "Confirm mission"}
</Button>
)}
{step === 3 && (
<Button
size="sm"
disabled={!agentName.trim()}
onClick={() => setStep(4)}
>
Next
<ArrowRight className="h-3.5 w-3.5 ml-1" />
</Button>
)}
{step === 4 && (
<Button
size="sm"
disabled={!agentName.trim() || loading || adapterEnvLoading}
onClick={handleGiveHeartbeat}
>
{loading ? (
<Loader2 className="h-3.5 w-3.5 mr-1 animate-spin" />
) : (
<ArrowRight className="h-3.5 w-3.5 mr-1" />
)}
{loading ? "Bringing to life..." : "Give it a heartbeat"}
</Button>
)}
{step === 5 && (
<Button size="sm" onClick={handleLaunchToChat}>
<ArrowRight className="h-3.5 w-3.5 mr-1" />
Get started
</Button>
)}
</div>
</div>
</div>
</div>
)}
{/* Right half — ASCII art (hidden on mobile, only for the team
name + mission steps) */}
<div
className={cn(
"hidden md:block overflow-hidden bg-[#1d1d1d] transition-[width,opacity] duration-500 ease-in-out",
step === 1 || step === 2 ? "w-1/2 opacity-100" : "w-0 opacity-0"
)}
>
<AsciiArtAnimation />
</div>
</div>
</DialogPortal>
</Dialog>
);
}
function AdapterEnvironmentResult({
result
}: {
result: AdapterEnvironmentTestResult;
}) {
const statusLabel =
result.status === "pass"
? "Passed"
: result.status === "warn"
? "Warnings"
: "Failed";
const statusClass =
result.status === "pass"
? "text-green-700 dark:text-green-300 border-green-300 dark:border-green-500/40 bg-green-50 dark:bg-green-500/10"
: result.status === "warn"
? "text-amber-700 dark:text-amber-300 border-amber-300 dark:border-amber-500/40 bg-amber-50 dark:bg-amber-500/10"
: "text-red-700 dark:text-red-300 border-red-300 dark:border-red-500/40 bg-red-50 dark:bg-red-500/10";
return (
<div className={`rounded-md border px-2.5 py-2 text-[11px] ${statusClass}`}>
<div className="flex items-center justify-between gap-2">
<span className="font-medium">{statusLabel}</span>
<span className="opacity-80">
{new Date(result.testedAt).toLocaleTimeString()}
</span>
</div>
<div className="mt-1.5 space-y-1">
{result.checks.map((check, idx) => (
<div
key={`${check.code}-${idx}`}
className="leading-relaxed break-words"
>
<span className="font-medium uppercase tracking-wide opacity-80">
{check.level}
</span>
<span className="mx-1 opacity-60">·</span>
<span>{check.message}</span>
{check.detail && (
<span className="block opacity-75 break-all">
({check.detail})
</span>
)}
{check.hint && (
<span className="block opacity-90 break-words">
Hint: {check.hint}
</span>
)}
</div>
))}
</div>
</div>
);
}