Scott.Idem/Cortex-Inara
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feat: persona onboarding — invite tokens, self-service setup, persona creation, switcher

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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:
Scott Idem
2026-03-20 23:10:32 -04:00
parent a9bbb668b5
commit 46b65d087c
11 changed files with 851 additions and 13 deletions
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12
cortex/routers/ui.py
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@@ -18,7 +18,7 @@ from fastapi import APIRouter, Form, Request
from fastapi.responses import HTMLResponse, RedirectResponse, Response
from auth_utils import COOKIE_NAME, check_credentials, create_token, decode_token
from persona import list_user_personas, validate as validate_persona
from persona import list_users, list_user_personas, validate as validate_persona
logger = logging.getLogger(__name__)
router = APIRouter()
@@ -126,6 +126,16 @@ async def logout():
# Main UI — /{username}/{persona}
# ---------------------------------------------------------------------------
@router.get("/api/personas", tags=["ui"])
async def api_personas(request: Request) -> dict:
"""Return the list of personas for the current session user."""
user = _get_session_user(request)
if not user:
from fastapi import HTTPException
raise HTTPException(status_code=401, detail="Not authenticated")
return {"user": user, "personas": list_user_personas(user)}
@router.get("/{username}/{persona}", include_in_schema=False)
@router.get("/{username}/{persona}/", include_in_schema=False)
async def serve_ui(username: str, persona: str, request: Request):