feat: persona onboarding — invite tokens, self-service setup, persona creation, switcher
New user flow:
1. Admin: python manage_passwords.py invite <username> → generates URL
2. User visits /setup/<token> → sets own password → logged in
3. User redirected to /setup/persona → fills name/emoji/description
4. persona_template.py generates all starter files → lands at /{user}/{persona}
Multiple personas:
- Header persona name is now a clickable dropdown listing all personas
- "New persona" link at bottom → /setup/persona (available to logged-in users)
- /api/personas endpoint returns persona list for current session user
New files:
- persona_template.py: generates IDENTITY/SOUL/PROTOCOLS/USER/HELP.md + data files
- routers/onboarding.py: /setup/{token}, /setup/persona GET+POST
- static/setup.html: two-step form (password → persona), emoji picker, mobile-friendly
Updated:
- auth_utils.py: create_invite(), validate_invite(), consume_invite()
- manage_passwords.py: invite command with URL output
- auth_middleware.py: /setup/* prefix is public (invite tokens need no auth)
- routers/ui.py: /api/personas endpoint; post-login redirect if no personas
- static/app.js: persona switcher dropdown with navigation + Add persona link
- static/style.css: .persona-switcher, .persona-dropdown, mobile adjustments
Mobile: login/setup pages are card-centered with responsive padding;
dropdown avoids edge-clipping on narrow screens; logout button stays visible.
All 80 tests pass.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
187
cortex/routers/onboarding.py
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187
cortex/routers/onboarding.py
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"""
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Onboarding router — invite-based setup + persona creation.
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Routes:
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GET /setup/{token} → show password setup form (step 1)
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POST /setup/{token} → set password, redirect to persona step
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GET /setup/persona → show persona creation form (step 2, requires auth)
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POST /setup/persona → create persona, redirect to /{user}/{persona}
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"""
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import logging
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import re
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from pathlib import Path
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from fastapi import APIRouter, Form, Request
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from fastapi.responses import HTMLResponse, RedirectResponse
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from auth_utils import (
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COOKIE_NAME, validate_invite, consume_invite,
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set_password, create_token,
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)
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from persona_template import create_persona
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from persona import list_user_personas, validate as validate_persona
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logger = logging.getLogger(__name__)
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router = APIRouter(prefix="/setup")
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_STATIC = Path(__file__).parent.parent / "static"
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_SLUG_RE = re.compile(r"^[a-z_][a-z0-9_-]{0,31}$")
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def _setup_page(error: str = "", step: int = 1) -> str:
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html = (_STATIC / "setup.html").read_text()
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if error:
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html = html.replace(
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"<!-- ERROR -->",
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f'<p class="error">{error}</p>',
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)
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if step == 2:
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html = html.replace("location.search)", "location.search)", 1) # noop, handled by ?step=2
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return html
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# ---------------------------------------------------------------------------
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# Step 1 — invite token → set password
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# ---------------------------------------------------------------------------
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@router.get("/{token}", include_in_schema=False)
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async def setup_page(token: str, request: Request):
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"""Show the password setup page for a valid invite token."""
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username = validate_invite(token)
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if not username:
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return HTMLResponse(
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"<h1 style='font-family:sans-serif;padding:2rem'>This link is invalid or has expired.</h1>",
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status_code=400,
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)
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return HTMLResponse(_setup_page())
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@router.post("/{token}", include_in_schema=False)
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async def setup_submit(
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token: str,
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step: str = Form(...),
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password: str = Form(default=""),
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confirm: str = Form(default=""),
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persona_name: str = Form(default=""),
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display_name: str = Form(default=""),
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user_real_name: str = Form(default=""),
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emoji: str = Form(default="✨"),
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description: str = Form(default=""),
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):
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username = validate_invite(token)
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if not username:
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return HTMLResponse(
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"<h1 style='font-family:sans-serif;padding:2rem'>This link is invalid or has expired.</h1>",
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status_code=400,
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)
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if step == "password":
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if len(password) < 8:
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return HTMLResponse(_setup_page("Password must be at least 8 characters."))
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if password != confirm:
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return HTMLResponse(_setup_page("Passwords do not match."))
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set_password(username, password)
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consume_invite(username)
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logger.info("setup complete (password): %s", username)
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# Log them in and move to persona step
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resp = RedirectResponse(f"/setup/{token}/persona", status_code=302)
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resp.set_cookie(
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COOKIE_NAME,
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create_token(username),
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max_age=30 * 86400,
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httponly=True,
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samesite="lax",
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secure=False,
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)
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return resp
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return HTMLResponse(_setup_page("Unknown step."), status_code=400)
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# ---------------------------------------------------------------------------
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# Intermediate redirect so the token doesn't need to live in the persona URL
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# ---------------------------------------------------------------------------
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@router.get("/{token}/persona", include_in_schema=False)
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async def setup_persona_via_token(token: str, request: Request):
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"""After password setup, redirect to the generic /setup/persona page."""
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# Cookie is already set — just redirect. Token is consumed so this is safe.
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return RedirectResponse("/setup/persona", status_code=302)
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# ---------------------------------------------------------------------------
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# Step 2 — persona creation (requires active session)
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# ---------------------------------------------------------------------------
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@router.get("/persona", include_in_schema=False)
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async def persona_page(request: Request):
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from auth_utils import decode_token
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import jwt
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token = request.cookies.get(COOKIE_NAME)
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if not token:
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return RedirectResponse("/login", status_code=302)
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try:
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decode_token(token)
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except jwt.InvalidTokenError:
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return RedirectResponse("/login", status_code=302)
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html = (_STATIC / "setup.html").read_text()
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# Show step 2 directly — inject ?step=2 behaviour inline
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html = html.replace(
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"if (params.get('step') === '2') {",
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"if (true || params.get('step') === '2') {",
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)
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return HTMLResponse(html)
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@router.post("/persona", include_in_schema=False)
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async def persona_submit(
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request: Request,
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step: str = Form(...),
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persona_name: str = Form(...),
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display_name: str = Form(...),
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user_real_name: str = Form(...),
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emoji: str = Form(default="✨"),
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description: str = Form(default=""),
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):
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from auth_utils import decode_token
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import jwt
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token = request.cookies.get(COOKIE_NAME)
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if not token:
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return RedirectResponse("/login", status_code=302)
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try:
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username = decode_token(token)
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except jwt.InvalidTokenError:
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return RedirectResponse("/login", status_code=302)
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# Validate persona slug
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if not _SLUG_RE.match(persona_name):
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html = (_STATIC / "setup.html").read_text().replace(
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"if (params.get('step') === '2') {",
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"if (true || params.get('step') === '2') {",
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).replace("<!-- ERROR -->", '<p class="error">Invalid persona name. Use lowercase letters, digits, _ or - only.</p>')
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return HTMLResponse(html, status_code=422)
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# Check for collision
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existing = list_user_personas(username)
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if persona_name in existing:
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html = (_STATIC / "setup.html").read_text().replace(
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"if (params.get('step') === '2') {",
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"if (true || params.get('step') === '2') {",
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).replace("<!-- ERROR -->", f'<p class="error">Persona "{persona_name}" already exists.</p>')
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return HTMLResponse(html, status_code=422)
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create_persona(
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username=username,
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persona_name=persona_name,
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display_name=display_name.strip() or persona_name.capitalize(),
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user_real_name=user_real_name.strip() or username.capitalize(),
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emoji=emoji or "✨",
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description=description.strip(),
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)
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logger.info("persona created: %s/%s", username, persona_name)
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return RedirectResponse(f"/{username}/{persona_name}", status_code=302)
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@@ -18,7 +18,7 @@ from fastapi import APIRouter, Form, Request
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from fastapi.responses import HTMLResponse, RedirectResponse, Response
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from auth_utils import COOKIE_NAME, check_credentials, create_token, decode_token
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from persona import list_user_personas, validate as validate_persona
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from persona import list_users, list_user_personas, validate as validate_persona
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logger = logging.getLogger(__name__)
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router = APIRouter()
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@@ -126,6 +126,16 @@ async def logout():
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# Main UI — /{username}/{persona}
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# ---------------------------------------------------------------------------
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@router.get("/api/personas", tags=["ui"])
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async def api_personas(request: Request) -> dict:
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"""Return the list of personas for the current session user."""
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user = _get_session_user(request)
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if not user:
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from fastapi import HTTPException
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raise HTTPException(status_code=401, detail="Not authenticated")
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return {"user": user, "personas": list_user_personas(user)}
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@router.get("/{username}/{persona}", include_in_schema=False)
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@router.get("/{username}/{persona}/", include_in_schema=False)
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async def serve_ui(username: str, persona: str, request: Request):
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