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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51
cortex/static/app.js
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@@ -137,13 +137,58 @@
updateInputMode();
});
// ── Persona name in header ───────────────────────────────────
const personaNameEl = document.getElementById('persona-name');
// ── Persona name + switcher ──────────────────────────────────
const personaNameEl = document.getElementById('persona-name');
const personaDropEl = document.getElementById('persona-dropdown');
const personaSwitcher = document.getElementById('persona-switcher');
if (personaNameEl && CORTEX_PERSONA) {
// Capitalize first letter
personaNameEl.textContent = CORTEX_PERSONA.charAt(0).toUpperCase() + CORTEX_PERSONA.slice(1);
}
// Load persona list and build dropdown
async function loadPersonaSwitcher() {
try {
const res = await fetch('/api/personas');
if (!res.ok) return;
const data = await res.json();
const personas = data.personas || [];
if (personas.length === 0) return;
personaDropEl.innerHTML = '';
personas.forEach(p => {
const a = document.createElement('a');
a.href = `/${CORTEX_USER}/${p}`;
a.textContent = p.charAt(0).toUpperCase() + p.slice(1);
if (p === CORTEX_PERSONA) a.classList.add('active');
personaDropEl.appendChild(a);
});
const divider = document.createElement('div');
divider.className = 'pd-divider';
personaDropEl.appendChild(divider);
const addLink = document.createElement('a');
addLink.href = '/setup/persona';
addLink.className = 'pd-add';
addLink.textContent = '+ New persona';
personaDropEl.appendChild(addLink);
} catch (_) {}
}
loadPersonaSwitcher();
// Toggle dropdown on click
if (personaSwitcher) {
personaSwitcher.addEventListener('click', (e) => {
if (personaDropEl.children.length === 0) return;
personaDropEl.classList.toggle('open');
e.stopPropagation();
});
document.addEventListener('click', () => personaDropEl.classList.remove('open'));
}
// ── Backend toggle ───────────────────────────────────────────
fetch('/backend').then(r => r.json()).then(d => setBackendUI(d.primary));