Files
Cortex-Inara/cortex/routers/onboarding.py
Scott Idem 46b65d087c 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>
2026-03-20 23:10:32 -04:00

188 lines
6.6 KiB
Python

"""
Onboarding router — invite-based setup + persona creation.
Routes:
GET /setup/{token} → show password setup form (step 1)
POST /setup/{token} → set password, redirect to persona step
GET /setup/persona → show persona creation form (step 2, requires auth)
POST /setup/persona → create persona, redirect to /{user}/{persona}
"""
import logging
import re
from pathlib import Path
from fastapi import APIRouter, Form, Request
from fastapi.responses import HTMLResponse, RedirectResponse
from auth_utils import (
COOKIE_NAME, validate_invite, consume_invite,
set_password, create_token,
)
from persona_template import create_persona
from persona import list_user_personas, validate as validate_persona
logger = logging.getLogger(__name__)
router = APIRouter(prefix="/setup")
_STATIC = Path(__file__).parent.parent / "static"
_SLUG_RE = re.compile(r"^[a-z_][a-z0-9_-]{0,31}$")
def _setup_page(error: str = "", step: int = 1) -> str:
html = (_STATIC / "setup.html").read_text()
if error:
html = html.replace(
"<!-- ERROR -->",
f'<p class="error">{error}</p>',
)
if step == 2:
html = html.replace("location.search)", "location.search)", 1) # noop, handled by ?step=2
return html
# ---------------------------------------------------------------------------
# Step 1 — invite token → set password
# ---------------------------------------------------------------------------
@router.get("/{token}", include_in_schema=False)
async def setup_page(token: str, request: Request):
"""Show the password setup page for a valid invite token."""
username = validate_invite(token)
if not username:
return HTMLResponse(
"<h1 style='font-family:sans-serif;padding:2rem'>This link is invalid or has expired.</h1>",
status_code=400,
)
return HTMLResponse(_setup_page())
@router.post("/{token}", include_in_schema=False)
async def setup_submit(
token: str,
step: str = Form(...),
password: str = Form(default=""),
confirm: str = Form(default=""),
persona_name: str = Form(default=""),
display_name: str = Form(default=""),
user_real_name: str = Form(default=""),
emoji: str = Form(default=""),
description: str = Form(default=""),
):
username = validate_invite(token)
if not username:
return HTMLResponse(
"<h1 style='font-family:sans-serif;padding:2rem'>This link is invalid or has expired.</h1>",
status_code=400,
)
if step == "password":
if len(password) < 8:
return HTMLResponse(_setup_page("Password must be at least 8 characters."))
if password != confirm:
return HTMLResponse(_setup_page("Passwords do not match."))
set_password(username, password)
consume_invite(username)
logger.info("setup complete (password): %s", username)
# Log them in and move to persona step
resp = RedirectResponse(f"/setup/{token}/persona", status_code=302)
resp.set_cookie(
COOKIE_NAME,
create_token(username),
max_age=30 * 86400,
httponly=True,
samesite="lax",
secure=False,
)
return resp
return HTMLResponse(_setup_page("Unknown step."), status_code=400)
# ---------------------------------------------------------------------------
# Intermediate redirect so the token doesn't need to live in the persona URL
# ---------------------------------------------------------------------------
@router.get("/{token}/persona", include_in_schema=False)
async def setup_persona_via_token(token: str, request: Request):
"""After password setup, redirect to the generic /setup/persona page."""
# Cookie is already set — just redirect. Token is consumed so this is safe.
return RedirectResponse("/setup/persona", status_code=302)
# ---------------------------------------------------------------------------
# Step 2 — persona creation (requires active session)
# ---------------------------------------------------------------------------
@router.get("/persona", include_in_schema=False)
async def persona_page(request: Request):
from auth_utils import decode_token
import jwt
token = request.cookies.get(COOKIE_NAME)
if not token:
return RedirectResponse("/login", status_code=302)
try:
decode_token(token)
except jwt.InvalidTokenError:
return RedirectResponse("/login", status_code=302)
html = (_STATIC / "setup.html").read_text()
# Show step 2 directly — inject ?step=2 behaviour inline
html = html.replace(
"if (params.get('step') === '2') {",
"if (true || params.get('step') === '2') {",
)
return HTMLResponse(html)
@router.post("/persona", include_in_schema=False)
async def persona_submit(
request: Request,
step: str = Form(...),
persona_name: str = Form(...),
display_name: str = Form(...),
user_real_name: str = Form(...),
emoji: str = Form(default=""),
description: str = Form(default=""),
):
from auth_utils import decode_token
import jwt
token = request.cookies.get(COOKIE_NAME)
if not token:
return RedirectResponse("/login", status_code=302)
try:
username = decode_token(token)
except jwt.InvalidTokenError:
return RedirectResponse("/login", status_code=302)
# Validate persona slug
if not _SLUG_RE.match(persona_name):
html = (_STATIC / "setup.html").read_text().replace(
"if (params.get('step') === '2') {",
"if (true || params.get('step') === '2') {",
).replace("<!-- ERROR -->", '<p class="error">Invalid persona name. Use lowercase letters, digits, _ or - only.</p>')
return HTMLResponse(html, status_code=422)
# Check for collision
existing = list_user_personas(username)
if persona_name in existing:
html = (_STATIC / "setup.html").read_text().replace(
"if (params.get('step') === '2') {",
"if (true || params.get('step') === '2') {",
).replace("<!-- ERROR -->", f'<p class="error">Persona "{persona_name}" already exists.</p>')
return HTMLResponse(html, status_code=422)
create_persona(
username=username,
persona_name=persona_name,
display_name=display_name.strip() or persona_name.capitalize(),
user_real_name=user_real_name.strip() or username.capitalize(),
emoji=emoji or "",
description=description.strip(),
)
logger.info("persona created: %s/%s", username, persona_name)
return RedirectResponse(f"/{username}/{persona_name}", status_code=302)