Commit Graph

4 Commits

Author SHA1 Message Date
LinYushen
de900b2ba6 feat(server): funnel/community/commercial business metrics + PostHog pairing (MUL-2949) (#3698)
* feat(server): funnel/community/commercial business metrics + PostHog pairing (MUL-2949)

PR3 of the Grafana board metrics split (parent MUL-2328).

Adds 23 new Prometheus counter/histogram families to the PR2 BusinessMetrics
collector covering the activation/community/commercial funnels, and binds
every PostHog event emission to a matching metric increment so the two sides
cannot drift.

Funnel: signup, workspace_created, team_invite_sent/accepted, onboarding_*,
cloud_waitlist_joined.
Content: issue_created, chat_message_sent, agent_created, squad_created,
autopilot_created, issue_executed.
Runtime: runtime_registered/ready/failed/offline + ready_seconds histogram,
daemon_ws_message_received_total.
Autopilot: autopilot_run_started/terminal/skipped.
Webhook/GitHub: webhook_delivery_total, github_event_received_total,
github_pr_review_total, github_pr_merge_seconds histogram.
CloudRuntime: cloudruntime_request_total + duration histogram, wired through
a small RequestRecorder interface so the cloudruntime package stays decoupled
from metrics.
Commercial: feedback_submitted, contact_sales_submitted.

The pairing helper metrics.RecordEvent(client, m, ev) emits the PostHog
event AND increments the matching counter via IncForEvent dispatch, reading
labels from the analytics event Properties. Every existing
h.Analytics.Capture(analytics.X(...)) call site has been migrated to the
helper across handler/, service/, and cmd/server/runtime_sweeper.go.

Lint enforcement (server/internal/metrics/business_pairing_test.go):
- TestEveryAnalyticsEventHasPrometheusCounter: every Event* constant in
  analytics/events.go either dispatches via IncForEvent or is in the
  taskMetricEvents allow-list (PR2 typed RecordTask* methods).
- TestNoNakedAnalyticsCaptureInHandlersOrServices: AST-walks handler/
  service/cmd-server for direct Analytics.Capture(...) calls — only
  service/task.go's captureTaskEvent helper is allow-listed.
- TestEveryAnalyticsRecordEventTakesAnalyticsHelper: validates the third
  arg of every metrics.RecordEvent call is built from analytics.*.

Cardinality protection: all new label values pass through fixed allow-lists
in labels_pr3.go; unknown values collapse to 'other'/'unknown'/'error'.

Refs:
- Spec MUL-2328 / MUL-2949.
- Builds on PR2 (MUL-2948) — collectors registered through the same
  BusinessMetrics struct, no separate Registry.
- Uses PR1's taskfailure.Reason (MUL-2946) for runtime_failed's failure_reason
  label via NormalizeFailureReason.

Out of scope: Sampler-class metrics (PR4 / MUL-2947), pr_review_total
emission point (no review event handler exists yet — counter is defined,
TODO to wire up when /api/webhooks/github grows pull_request_review handling).

Co-authored-by: multica-agent <github@multica.ai>

* fix(server): tighten PR3 review items — signup_source bucket, fill platform/kind/form_source enums, onboarding_started server emission, lint scope (MUL-2949)

Addresses 张大彪's review on #3698:

1. signup_source: NormalizeSignupSource added to labels_pr3.go with a
   fixed allow-list bucket (direct/google/twitter/linkedin/.../other).
   Parses JSON cookie payload for utm_source/source/referrer fields,
   strips URL schemes, maps well-known hostnames to channel buckets.
   PostHog event still ships the raw cookie value for analytics; only
   the Prometheus label is bucketed.

2. Filled the unknown/other label gaps:
   - analytics.IssueCreated and analytics.ChatMessageSent now take a
     platform parameter sourced from middleware.ClientMetadataFromContext
     (X-Client-Platform header) at the handler. Autopilot-originated
     issues stamp PlatformServer.
   - analytics.FeedbackSubmitted now takes a kind parameter; CreateFeedback
     reads req.Kind (default "general") so the picker selection lights up
     the metric's kind label instead of long-term "other".
   - analytics.ContactSalesSubmitted now takes a formSource (page /
     onboarding / agents_page); CreateContactSales reads req.Source.
     The metric reads ev.Properties["form_source"] so the analytics
     CoreProperties.Source ("marketing_contact_sales") stays
     backward-compat for PostHog dashboards.

3. analytics.OnboardingStarted helper added; server-side emission lives
   in PatchOnboarding, fired exactly once per user on the first PATCH
   that carries a non-empty questionnaire payload (firstTouch logic
   compares prior bytes against {} / null). Frontend onboarding_started
   keeps firing on page open; the server emission is what guarantees the
   Prometheus counter exists so Grafana can be cross-checked against the
   PostHog funnel without depending on the SDK roundtrip.

4. business_pairing_test.go tightened:
   - TestNoNakedAnalyticsCaptureInHandlersOrServices now allow-lists at
     function granularity (just captureTaskEvent in service/task.go), not
     whole-file. Any future naked Capture in the same file fails CI.
   - TestEveryAnalyticsRecordEventTakesAnalyticsHelper now does def-use
     tracking inside the enclosing FuncDecl: when RecordEvent's third
     arg is an *ast.Ident, the test walks the function body for the
     assignment that defined it and confirms the RHS is an
     analytics.<Helper>(...) call. Bare local idents that didn't
     originate from analytics are now caught.

5. gofmt -w applied across the touched files; gofmt -l clean.

Tests: go test ./internal/metrics/... ./internal/analytics/... pass.
Pre-existing TestClaimTask_/TestWebhook_MergedPR/TestDeleteIssueByIdentifier
failures on origin/main are DB-environment-dependent and not regressions
from this change.

Co-authored-by: multica-agent <github@multica.ai>

* fix(server): normalise onboarding_started platform label + regression test (MUL-2949)

Addresses 张大彪's last review nit:

- IncForEvent's EventOnboardingStarted case now wraps the platform
  property with NormalizePlatform, matching every other platform-bearing
  metric. A misbehaving frontend can no longer leak a raw X-Client-Platform
  header value into the multica_onboarding_started_total{platform=...}
  series.

- New labels_pr3_test.go covers every PR3 normalizer with both a happy-path
  value and an unknown value, asserting the unknown collapses to the
  documented fallback bucket. Includes a focused regression for
  onboarding_started: emits one event with an attacker-shaped platform
  string and asserts the metric only exposes web + unknown label values
  (no raw header bleed).

- testutil.go gains a small GatherForTest helper so the regression test
  can pull the typed MetricFamily map without re-implementing the
  registry-walk dance.

Co-authored-by: multica-agent <github@multica.ai>

* fix(server): NormalizeTaskSource on workspace_created + document lint limitations (MUL-2949)

Final review touch-ups before merge:

- IncForEvent's EventWorkspaceCreated case wraps source through
  NormalizeTaskSource, matching the other source-bearing dispatches
  (issue_created, agent_created, issue_executed). Closes the last raw
  property leak in the dispatcher table.

- business_pairing_test.go inline docstrings now spell out the two
  known limitations of the lint gate that 张大彪 / Eve flagged:
  analyticsBackedIdents matches by ident NAME (not SSA def-use, so a
  nested-scope shadow could pass) and isMetricsRecordEvent hard-codes
  the import alias set. PR description carries a Follow-ups section
  with the same two items so the work is visible after merge.

Co-authored-by: multica-agent <github@multica.ai>

---------

Co-authored-by: 魏和尚 <agent+wei@multica.ai>
Co-authored-by: multica-agent <github@multica.ai>
2026-06-03 16:39:06 +08:00
Multica Eve
744b474199 revert(agent): remove per-agent local skill toggle (MUL-2603) (#3286)
* Revert "feat(agents): hide skills_local toggle for runtimes that don't honour it (MUL-2603) (#3276)"

This reverts commit 0b50c5a209.

Co-authored-by: multica-agent <github@multica.ai>

* Revert "fix(agent): surface host OAuth token via env var on macOS isolation (MUL-2603) (#3267)"

This reverts commit a67bf81225.

Co-authored-by: multica-agent <github@multica.ai>

* Revert "fix(agents): tighten skills-tab intro and drop redundant import hint (#3265)"

This reverts commit d8075a5775.

Co-authored-by: multica-agent <github@multica.ai>

* Revert "fix(agent): mirror $HOME/.claude.json into isolated config dir (MUL-2661) (#3261)"

This reverts commit 40da88fc16.

Co-authored-by: multica-agent <github@multica.ai>

* Revert "feat(agent): per-agent toggle to isolate host-machine skills (MUL-2603) (#3200)"

This reverts commit 960befa56f.

Co-authored-by: multica-agent <github@multica.ai>

* Add migration cleanup for reverted agent skills toggle

Co-authored-by: multica-agent <github@multica.ai>

---------

Co-authored-by: Eve <eve@multica-ai.local>
Co-authored-by: multica-agent <github@multica.ai>
2026-05-26 17:00:01 +08:00
Bohan Jiang
960befa56f feat(agent): per-agent toggle to isolate host-machine skills (MUL-2603) (#3200)
* feat(agent): per-agent toggle to isolate host-machine skills (MUL-2603)

Adds an agent-scoped `skills_local` switch ("ignore" default / "merge") so
shared agents stop inheriting the operator's user-global Claude skill
directory. A single broken local skill on one operator's machine was
crashing the Claude CLI before it ever read stdin — the daemon saw a
"broken pipe" with no recoverable signal (GitHub #3052).

- DB: migration 108 adds `agent.skills_local` (NOT NULL DEFAULT 'ignore'),
  with sqlc CreateAgent/UpdateAgent updates and handler validation.
- Claude runtime: when the agent is in "ignore" mode the backend points
  CLAUDE_CONFIG_DIR at an empty per-task scratch dir under the task cwd
  (fallback: OS temp), strips any inherited override, and cleans up after
  the run. Workspace skills under `{cwd}/.claude/skills/` still load.
  "merge" preserves the legacy inherit-from-machine behavior; Codex and
  other isolated backends are no-ops.
- UI: new Skills toggle in the Create Agent dialog and the Agent → Skills
  tab, with EN/zh-Hans copy and SkillsLocalToggle shared between the two.
- Tests: unit coverage for the new env helper, isolation dir lifecycle,
  full Claude execute paths (ignore + merge), and the handler tristate
  contract. Existing skills-tab test updated for the new copy.
- Docs: updated `/skills` docs (EN + ZH) and added a 0.3.7 changelog entry
  in the landing-page i18n.

Co-authored-by: multica-agent <github@multica.ai>

* fix(agent): preserve claude login + validate skills_local input (MUL-2603)

Address Elon's review on PR #3200:

1. Skill isolation no longer drops the operator's Claude login. The
   per-task scratch dir now mirrors every entry under `~/.claude/`
   as symlinks except `skills/`, so `.credentials.json`, settings,
   plugins, etc. reach the CLI exactly as on the host while the
   user-global skills directory stays hidden. Without this, default
   `ignore` would have broken every Claude agent on a non-API-key
   host the moment migration 108 landed.

2. Internal CreateAgent callers (agent_template, onboarding_shim)
   now set `SkillsLocal: "ignore"`. The Go zero value was about to
   trip the migration-108 CHECK constraint and 500 template /
   onboarding agent creation.

3. Create / update handler validation no longer normalizes garbage
   to "ignore". The strict 400 path is now reachable on bad client
   input; the drift-safe `normalizeSkillsLocal` stays on the read
   side only.

UI copy + docs clarified that the toggle is Claude-only; other
runtimes ignore the setting.

Verification:
- `go test ./...` green (full suite locally).
- `pnpm --filter @multica/views exec vitest run agents/components/tabs/skills-tab.test.tsx` green.
- Handler DB-backed tests still skip locally without docker (same
  as Elon's run) — CI will validate the create / update paths
  against migration 108.

Co-authored-by: multica-agent <github@multica.ai>

* fix(agent): mirror effective claude config dir with windows fallback (MUL-2603)

Address Elon's second-round review on PR #3200:

1. The per-task scratch dir now mirrors the *effective* host Claude
   config dir, not unconditionally `~/.claude/`. Precedence: agent
   `custom_env` CLAUDE_CONFIG_DIR > parent process env > `~/.claude/`.
   Without this, an operator who pinned Claude at a managed install
   (custom env CLAUDE_CONFIG_DIR) would get the wrong credentials in
   the scratch dir, because `buildClaudeEnv` strips that env before
   handing it to the child. We resolve the source up front and feed
   it to the mirror, so the override env still points at the right
   bytes.

2. Mirror entries now go through platform-aware linkers. On Windows
   without Developer Mode / admin, `os.Symlink` is denied, which
   previously left the scratch dir empty and broke Claude Code auth
   on default `ignore`. The new helpers try symlink first, then fall
   back to a directory junction (`mklink /J`) for dirs or a hardlink
   (same-volume content share) / copy for files. Mirrors the
   execenv/codex_home_link_windows.go pattern.

3. Tests:
   - `TestResolveHostClaudeConfigDir` locks in the custom_env >
     parent_env > `~/.claude` precedence.
   - `TestNewIsolatedClaudeConfigDirMirrorsCustomHostDir` confirms
     the scratch dir picks up `.credentials.json` from a synthetic
     custom host dir, proving the source resolution actually
     propagates into the mirror.
   - `TestNewIsolatedClaudeConfigDirEmptyHostIsNoop` documents the
     env-var-auth-only case (no host source ⇒ empty scratch dir).
   - `TestMirrorHostClaudeExceptSkillsWith_FallbackWhenSymlinkFails`
     exercises the Windows-no-Developer-Mode path via the new
     `mirrorHostClaudeExceptSkillsWith` seam, asserting credentials
     and sub-dir children still reach the scratch dir after the
     symlink stand-in fails.
   - `TestMirrorHostClaudeExceptSkillsWith_PropagatesFirstLinkError`
     confirms callers see the per-entry error when even fallback
     fails (so the warn-log fires on broken Windows installs).
   - `TestCopyFileRoundTrip` covers the last-resort copy fallback
     and its EXCL no-overwrite contract.
   - `TestClaudeExecuteIsolatesUsesCustomEnvSource` is the
     end-to-end check: an agent with custom_env CLAUDE_CONFIG_DIR
     reads its credentials from the pinned dir, not `~/.claude/`.

4. Docs: `apps/docs/content/docs/skills.{mdx,zh.mdx}` updated to
   describe the effective-source resolution and the Windows
   fallback chain so the docs match the runtime behaviour.

Verification:
- `go test ./...` green (full server suite locally, including
  `pkg/agent` 23 cases covering the new + existing isolation
  paths).
- `GOOS=windows GOARCH=amd64 go vet ./pkg/agent/...` and
  `go test -c -o /dev/null` both compile clean, confirming the
  Windows-tagged linker file builds.

Co-authored-by: multica-agent <github@multica.ai>

* fix(agent): default skills_local to merge to preserve legacy behavior (MUL-2603)

Per Bohan's product decision on PR #3200, the per-agent host-skill toggle
defaults to "merge" — the pre-MUL-2603 inherit-from-machine behavior —
so existing personal workflows that rely on locally installed Claude
Skills keep working unchanged. Agent owners explicitly opt into "ignore"
when they need to harden a shared agent against a broken local skill on
one operator's machine (GitHub #3052).

Also audited all 11 runtimes for user-global skill discovery paths and
documented the scope of the toggle. Only Claude reads a user-global
`~/.claude/skills/`; Codex isolates via `CODEX_HOME`, the ACP backends
(Hermes / Kimi / Kiro) and the JSON-stream backends (Copilot / Cursor /
Gemini / Pi / OpenCode / OpenClaw) anchor discovery to the task workdir
and never read a user-global skill directory. UI copy and docs now say
"for runtimes that support it (currently Claude Code)" everywhere so
the scope is explicit.

Changes:

- Migration 108: column default flipped to 'merge'.
- Handler CreateAgent: missing field → "merge"; explicit "ignore" /
  "merge" still validated, garbage still 400.
- normalizeSkillsLocal: drift-safe coercion now lands on "merge" for
  anything that isn't the exact literal "ignore".
- agent_template.go / onboarding_shim.go: internal CreateAgent callers
  send "merge" instead of "ignore" to match the new default.
- Claude runtime (`claude.go`): isolate-mode gate flipped from
  `SkillsLocal != "merge"` to `SkillsLocal == "ignore"`, so "" (legacy
  daemons / older clients) and "merge" both walk `~/.claude/` directly.
- Create Agent dialog + Skills tab: toggle defaults to on (merge); only
  duplicate of an explicit "ignore" agent carries through. The
  isolation opt-in is now `skills_local: "ignore"` when the user flips
  off; "merge" is omitted from the request body.
- i18n (EN + zh-Hans): copy reframed — "On (default) — merged"; "Off —
  ignored. Recommended for shared agents".
- Docs (`/skills`, `/guides/agents.zh`): describe new default and
  enumerate which runtimes act on the toggle.
- Landing changelog 0.3.7: retitled "Per-Agent Local-Skill Toggle"; note
  the on-by-default behavior + off-to-isolate framing.
- Tests:
  - `TestClaudeExecuteIsolatesHostSkillsWhenIgnoreOptedIn` replaces the
    old by-default isolation case (now requires explicit "ignore").
  - New `TestClaudeExecuteDefaultModeKeepsHostConfigDir` locks in that
    default ExecOptions preserve the host CLAUDE_CONFIG_DIR.
  - `TestClaudeExecuteIsolatesUsesCustomEnvSource` now explicitly opts
    into "ignore" mode.
  - Handler tests: omitted → "merge"; explicit "ignore" round-trips;
    preserve-existing test seeds "ignore" and asserts "merge" flip-back.
  - `TestNormalizeSkillsLocal_DriftStaysSafe`: only literal "ignore"
    maps to ignore; everything else → "merge".
  - `skills-tab.test.tsx`: toggle ON by default; flip OFF when agent
    opted into "ignore". Intro-text matcher anchored to a more specific
    phrase so it no longer collides with the toggle hint copy.

Verification:
- `go test ./...` green (full server suite locally).
- `GOOS=windows GOARCH=amd64 go vet ./pkg/agent/...` and
  `go test -c -o /dev/null` both compile clean (windows-tagged linker
  file still builds).
- `pnpm typecheck` green across all packages and apps.
- `pnpm --filter @multica/views test` 88 files / 771 tests green.
- `pnpm --filter @multica/core test` 43 files / 390 tests green.
- Handler DB-backed tests still skip locally without docker; CI will
  validate the create / update paths against migration 108.

Co-authored-by: multica-agent <github@multica.ai>

* chore(landing): drop 0.3.7 changelog entry from this PR (MUL-2603)

The landing-page release notes belong in a separate release-prep PR, not in the feature PR.

Co-authored-by: multica-agent <github@multica.ai>

* fix(agent): propagate skills_local=ignore to codex user-skill seed (MUL-2603)

Make the per-agent skills_local toggle real for Codex too, not just Claude.
Previously the toggle was only consumed by the Claude backend, while the
daemon's execenv layer always seeded Codex's per-task CODEX_HOME with the
host machine's user-installed skills from ~/.codex/skills/. A shared Codex
agent with skills_local=ignore could still inherit a broken local skill
from one operator's machine.

Now: PrepareParams/ReuseParams carry SkillsLocal; hydrateCodexSkills
skips seedUserCodexSkills when SkillsLocal == "ignore" so the per-task
CODEX_HOME exposes only workspace skills to the codex CLI. Default
("merge", or empty from older servers/clients) preserves existing
inherit-from-machine behavior. UI / docs are updated to reflect the
contract honestly: Claude Code and Codex honor the toggle; other
runtimes (Hermes / Kimi / Kiro / Copilot / Cursor / Gemini / Pi /
OpenCode / OpenClaw) leave $HOME untouched and discover user-level
skills natively, so the toggle is a no-op for them today.

New tests: TestPrepareCodexSkillsLocalIgnoreSkipsUserSeed,
TestPrepareCodexSkillsLocalMergeSeedsUserSkills, and
TestReuseCodexSkillsLocalIgnoreSkipsUserSeed cover Prepare(ignore),
Prepare(merge), and the toggle-flip-on-reuse path.

Co-authored-by: multica-agent <github@multica.ai>

* docs(skills): scope skills_local toggle copy to Claude Code + Codex (MUL-2603)

Off-state hint and Skills tab intro now explicitly call out Claude Code +
Codex as the only runtimes that honor the toggle, with "other runtimes
ignore this setting" wired into both states (en + zh-Hans), so users on
non-Claude/Codex agents don't read "Off" as runtime-wide isolation.

Docs (skills.mdx, skills.zh.mdx, guides/agents.zh.mdx) stop describing
Hermes / Kimi / Gemini / Copilot / Cursor / Pi / OpenCode / OpenClaw / Kiro
as having native user-level skill discovery; the daemon simply does not
manage user-level skill discovery for those runtimes today, and the toggle
is a no-op regardless of where it is set.

Co-authored-by: multica-agent <github@multica.ai>

---------

Co-authored-by: multica-agent <github@multica.ai>
2026-05-26 13:26:33 +08:00
Naiyuan Qing
fbd965e5bf feat(onboarding): v3 — thin server, frontend-orchestrated welcome (#3008)
* feat(onboarding): Multica Helper as general workspace assistant + blocking modal

Reshape Multica Helper from an onboarding-only guide into the workspace's
general-purpose AI assistant. The agent's permanent identity (injected as
`## Agent Identity` into every task's CLAUDE.md / AGENTS.md / GEMINI.md
via execenv.InjectRuntimeConfig) is rewritten to three sections that don't
overlap with what the brief already provides:

  - Who I am (built-in workspace assistant, not onboarding-only)
  - What Multica is + docs/source/issues URLs as knowledge sources
  - What I can do (CLI = manifest, `multica --help` is the source of truth)
  - Tone (concise, like a colleague, match user's language)

Bootstrap moves out of the in-flow Step 4. Runtime step now exits the
onboarding shell with no bootstrap call; a blocking OnboardingHelperModal
mounts inside the workspace layout (web + desktop) and gates purely on
`me.onboarded_at == null`. The user picks one of three starter prompts
(intro / assign / second_agent) and the modal calls
BootstrapOnboardingRuntime with a new optional `starter_prompt` field that
becomes the seeded onboarding issue's description.

Side effects required to make `onboarded_at == null` an honest signal:

  - CreateWorkspace no longer marks onboarded (was atomic with CreateMember).
    The "member exists ⟹ onboarded_at != null" invariant is intentionally
    broken; guards (useDashboardGuard / desktop App.tsx) already tolerate
    this — comments updated to reflect the new contract.
  - AcceptInvitation still marks (invitee skips the modal in someone
    else's workspace). Code comment added warning future removers.
  - resolvePostAuthDestination flips to workspace-presence-first: a user
    with a workspace lands in it regardless of `onboarded_at`, so the
    modal can pick up an interrupted setup on relogin.

Other backend changes:
  - `onboardingAssistantDescription` rewritten ("Built-in workspace assistant…")
  - `onboardingAssistantInstructions` rewritten to the 3-section identity
  - `bootstrapOnboardingRuntimeRequest.StarterPrompt` (optional, 2 KiB rune
    cap, empty-falls-back-to onboardingIssueDescription)

Frontend changes:
  - Delete `packages/views/onboarding/steps/step-teammate.tsx` (no longer a
    persisted step)
  - `ONBOARDING_STEP_ORDER` and `OnboardingStep` type drop `"teammate"`
  - `handleRuntimeNext` exits via `onComplete(workspace, undefined)` — no
    bootstrap, `onboarded_at` stays NULL so the modal fires
  - Runtime step next-button copy → "Start exploring" / "开始探索"
  - New `packages/views/workspace/onboarding-helper-modal.tsx`:
    Base UI Dialog, dismissible=false, three localized cards, mutation
    invalidates agents + issues queries then navigates to the seeded issue
  - Mounted in both `apps/web/app/[workspaceSlug]/layout.tsx` and
    `apps/desktop/src/renderer/src/components/workspace-route-layout.tsx`

Tests:
  - Backend: TestBootstrapOnboardingRuntime_{With,No}StarterPrompt and
    TestCreateWorkspace_DoesNotMarkOnboarded
  - Frontend: onboarding-helper-modal.test.tsx covers all four gating
    conditions, three-card behavior, mutation pending state, and the
    "no close button" invariant

Compatibility:
  - Already-onboarded users: zero impact (modal can't fire)
  - Invitees: AcceptInvitation still marks → modal can't fire
  - Skip-runtime path: BootstrapOnboardingNoRuntime still marks → modal can't fire
  - Old desktop / web clients: legacy teammate-step path keeps working
    (bootstrap accepts missing starter_prompt) — the new modal only fires
    on the new frontend bundle
  - Avatar SVG kept (asterisk variant) — no migration of existing Helper
    agents, only newly-created Helpers pick up the new instructions/description

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(desktop): suppress OnboardingHelperModal while a WindowOverlay is open

On desktop, App.tsx auto-creates a tab pointing at the user's first
workspace as soon as workspaces.length flips from 0 → 1 (during onboarding
Step 2). The new tab mounts WorkspaceRouteLayout under the overlay,
which mounts OnboardingHelperModal. The modal's Portal renders to
document.body — appearing AFTER the WindowOverlay in DOM order, so its
z-50 wins and the modal floats in front of the still-active onboarding
Step 3 (runtime).

Suppress the modal whenever any WindowOverlay is active. When the overlay
closes (onComplete fires after the user finishes onboarding), the modal
re-evaluates `me.onboarded_at == null` and pops on its own.

Web is unaffected (onboarding flow lives at /onboarding, not under
/[workspaceSlug]/, so WorkspaceRouteLayout never mounts during the
onboarding flow).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* docs(onboarding): add v2 refactor plan

Captures the design + 8-step implementation order for collapsing the
onboarding state machine: single mark-onboarded entry point, persisted
Step 3 user choice, dumb Modal, single install-runtime seed call site.
Includes old-user compatibility analysis (4 existing gates) and per-PR
risk/rollback.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(db): persist Step 3 runtime choice on user record (MUL-onboarding-v2)

Adds onboarding_runtime_id UUID NULL + onboarding_runtime_skipped BOOLEAN
columns to "user" and the CHECK constraint enforcing the 3-state machine
(unset / picked-runtime / explicit-skip; the fourth combination is
forbidden). ON DELETE SET NULL on the FK so a deleted runtime degrades
to "unset" rather than dangling.

PatchUserOnboarding gains the two narg fields plus CASE expressions that
collapse the runtime/skipped pair atomically — a follow-up PATCH that
flips one side now clears the other in the same statement, instead of
preserving it via per-field COALESCE and tripping the CHECK constraint.

Backwards compatible for existing users: both new fields default to
(NULL, false), which is the "unset" leaf of the state machine, and four
upstream gates on me.onboarded_at != null already short-circuit the
new fields' readers for everyone who's already onboarded.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* refactor(server): collapse onboarding side effects to service layer

Introduces OnboardingService.MarkComplete and
WorkspaceContentService.{Ensure,Seed}InstallRuntimeIssue as the single
authorities for the two onboarding side effects that used to be
duplicated across four handlers:

  - MarkUserOnboarded + claim starter_content_state +
    optional install-runtime fallback seed: was inline in
    BootstrapOnboardingRuntime, BootstrapOnboardingNoRuntime,
    AcceptInvitation, and CompleteOnboarding.
  - install-runtime issue seeding: was inline in CreateWorkspace and
    AcceptInvitation as a "no runtime yet" fallback.

After this refactor:
  - MarkUserOnboarded is called from exactly one place (the service).
  - install-runtime issue is seeded from exactly one place (the service).
  - CreateWorkspace deliberately does not seed — the new
    /ensure-onboarding-content endpoint (also added here) lets the
    workspace-entry init component request the seed on first mount, so
    workspaces created but never opened don't accumulate stale issues.
  - The PatchOnboarding handler now accepts the new runtime_id /
    runtime_skipped fields and rejects (uuid, skipped=true) up front.
  - UserResponse exposes the two new persisted fields so the frontend
    can read them off `me` without an extra round-trip.

Handler-side tests added: TestPatchOnboarding_RuntimeChoiceSwitch (the
explicit cross-request switch path that the original COALESCE design
would have 500'd on) + TestPatchOnboarding_PreserveUntouched.

Old handler-local file no_runtime_issue.go is deleted; its content
moved to service/workspace_content.go with the helpers exported.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(core): API + types for persisted onboarding runtime choice

User type / Zod schema gain onboarding_runtime_id (string | null) and
onboarding_runtime_skipped (boolean); EMPTY_USER + test fixture updated
to match. api.patchOnboarding accepts the new optional fields and the
new api.ensureOnboardingContent endpoint is wired so the workspace
shell can request the fallback seed.

Two new store helpers — recordOnboardingRuntimeChoice(runtimeId) and
recordOnboardingRuntimeSkipped() — replace the prior pattern of
Step 3 calling bootstrap directly. They PATCH the user's choice, sync
the auth store, and return. Mutually exclusive on the server side via
the CHECK constraint; the client just ships one intent at a time.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(workspace): WorkspaceOnboardingInit single decision point + dumb Modal

Replaces OnboardingHelperModal's self-gating render path with a 4-branch
dispatcher that runs once on workspace-shell mount:

  branch 0  me.onboarded_at != null         → ensure install-runtime issue
                                              fallback, render nothing
  branch 1  me.onboarding_runtime_skipped   → SkipBootstrapping component:
                                              loading veil → bootstrap →
                                              navigate. On failure shows
                                              a Retry UI instead of
                                              silently freezing the veil
  branch 2  me.onboarding_runtime_id        → render Modal with the
                                              runtime id from `me` (no
                                              internal list query)
  branch 3  (none of the above)             → useEffect navigate back to
                                              /onboarding so the user
                                              walks Step 3 again

The Modal itself is now a dumb component — receives `workspace` and
`runtimeId` as props, no internal gates, no runtimeListOptions query.
Tests rewritten to cover the props-driven render + pick-card paths;
the prior gating tests move into the new
workspace-onboarding-init.test.tsx alongside the M2 retry-on-failure
behaviour.

Mounted in both apps/web/app/[workspaceSlug]/layout.tsx and the desktop
workspace-route-layout. Desktop keeps its `!overlayActive` suppression
guard so the init doesn't portal-jump in front of an active
WindowOverlay.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(onboarding): Step 3 records user choice instead of calling bootstrap

handleRuntimeNext now PATCHes the user's pick (recordOnboardingRuntime
{Choice,Skipped}) and navigates straight into the workspace shell. The
workspace-entry WorkspaceOnboardingInit reads the persisted choice off
`me` and runs the appropriate branch — Step 3 is pure intent capture
with zero side effects on its own.

PATCH must succeed before navigation: if it fails the user stays on
Step 3 with a toast, because navigating with no persisted intent would
land them in WorkspaceOnboardingInit's branch 3 "no decision yet" rescue
and trigger a redirect loop back to /onboarding.

The prior asymmetry (Connect deferred bootstrap to the workspace, Skip
ran bootstrap inline) is gone — both paths defer to the workspace
shell now.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(onboarding): v3 — thin server, frontend-orchestrated welcome

Collapse v2's persisted runtime-choice fields + 4-branch dispatcher +
OnboardingService/WorkspaceContentService stack down to a single rule:
`onboarded_at` is the only state field, layout hard-gates on it, and the
welcome experience after Step 3 is owned entirely by the frontend.

V3 flow
- Step 3 button: await POST /api/me/onboarding/complete (mark only) +
  park a transient signal in `useWelcomeStore` + navigate
- Workspace layout: hard gate `onboarded_at == null` -> /onboarding
- `<WelcomeAfterOnboarding />` reads the welcome-store signal:
  - runtime path: find-or-create Multica Helper via generic createAgent
    with bilingual instructions from `templates/helper-instructions.ts`,
    blocking modal with 3 starter cards, pick -> createIssue + navigate
  - skip path: provision install-runtime (in_progress) -> agent-guide
    (todo, body embeds install-runtime mention chip) -> follow-up comment
    on install-runtime mentioning agent-guide; then pop celebration
    modal with 🎉 emoji pop animation, 2 read-only preview cards, single
    [Got it] CTA that navigates to install-runtime

Server cleanup
- Drop OnboardingService, WorkspaceContentService, v2 runtime-choice
  columns/CHECK on user, EnsureOnboardingContent endpoint
- CompleteOnboarding/AcceptInvitation call qtx.MarkUserOnboarded
  directly (no service indirection)
- BootstrapOnboardingRuntime / BootstrapOnboardingNoRuntime kept as a
  deprecation shim in onboarding_shim.go for desktop < v3 during the
  rollout window — handlers inlined to qtx.* calls, no service layer

Localization
- Persisted strings (issue titles/bodies, Helper instructions/
  description, comment prefix) live as TS const `{en, zh}` maps in
  `packages/views/onboarding/templates/` — i18n bundle staleness can no
  longer write raw key paths into DB
- UI-rendered strings (modal copy, status chips, buttons) stay in
  `packages/views/locales/{en,zh-Hans}/onboarding.json`
- Language picked from live `i18n.language` (not `me.language`, which is
  null for new users until they pick a preference)

Race protection
- Module-level promise dedupe (`findOrCreateHelper`, `seedIssueDeduped`,
  `postCommentDeduped`) so React StrictMode double-mount can't fire two
  parallel API calls that the server would then 409

Cross-references between the two skip-path issues render via Multica's
mention-chip protocol `[<identifier>](mention://issue/<uuid>)` so they
match the styled IssueChip pills used elsewhere.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(onboarding): welcome-after-onboarding modal redesign + cross-user safety

Welcome modal polish (the post-Step-3 surface this branch already
introduced):

Runtime path
- Helper avatar replaces the bouncy 🎉 hero; tone-down animation to
  fade. New copy: "Hi, welcome to Multica / I'm your first Agent
  assistant" + capability hint sentence so users discover assignment +
  chat from the first screen.
- Cards changed from "click = submit" to multi-select with the existing
  border-primary + ring selection pattern used by compact-runtime-row;
  bottom CTA "Assign N tasks to me →" appears only with N>0.
- New starter cards: intro / tour / welcome_page (the last one tells
  Helper to paste an HTML welcome page into the issue comment — works
  on any runtime regardless of fs access).
- Success state added between createIssue and navigation: 🎉 +
  "All set!" + "Sit tight  — your {agentName} is on it" + inbox/chat
  hints, single [Got it] button.
- Title/prompt for starter cards now live in TS const
  HELPER_STARTER_PROMPTS (persisted to DB — must not depend on i18n
  bundle being loaded); subtitle stays in onboarding.json.

Skip path
- Body restructured into three independent ```md blocks (Name /
  Description / Instructions) so each picks up the markdown renderer's
  per-block copy button — no manual extraction.
- ZH body now embeds the ZH Helper Description + Instructions (was
  Chinese-around-English-block).
- Follow-up comment uses Multica's mention-chip protocol
  [identifier](mention://issue/uuid) so it renders as the styled
  IssueChip pill.
- Issue titles bilingual with "Step 1 / Step 2" prefix.

Cross-user / cross-workspace safety (code review feedback)
- web onLogout + desktop handleDaemonLogout now call
  useWelcomeStore.reset() so user B logging into the same browser
  doesn't inherit user A's signal.
- WelcomeAfterOnboarding gates on
  currentWorkspace.id === signal.workspaceId — prevents firing the
  modal in workspace B when the signal was parked for workspace A
  (desktop multi-tab, back/forward, deep-link).
- Module-level promise dedupes (pendingHelperSetup,
  pendingIssueSeed, pendingCommentSeed) for the three API calls so
  React 18+ StrictMode dev double-mount can't race-create duplicates.

Other small fixes carried in this commit
- Helper instructions / agent description / starter card titles all
  read i18n.language (not me.language, which is null for new users
  who haven't picked a UI language preference yet).
- Reverted welcome-emoji-pop animation to a small fade for the runtime
  avatar (kept the bouncy variant for the skip 🎉 hero where the
  celebration is the whole point).
- Removed the duplicate 🎉 from the skip modal title (kept the hero
  one only).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(views): i18n hardcoded "Close" in welcome FullScreenError

CI lint (i18next/no-literal-string) blocked on a literal "Close" string
inside `FullScreenError` — surfaced as a nit in the original code
review but missed in the merge. Add `error_close` to onboarding.json
(EN: "Close" / ZH: "关闭") and thread it through as a `closeLabel`
prop, matching the existing `retryLabel` plumbing.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 19:00:26 +08:00