feat(config): default welcome template in jinja2 + sync_interval

app/instance_config.py

@@ -137,6 +137,11 @@ def get_instance_subtitle() -> str:
     return get_value("instance", "subtitle", default="")
 
 
+def get_sync_interval() -> str:
+    """Human-readable refresh cadence shown in the analyst welcome prompt."""
+    return get_value("instance", "sync_interval", default="1 hour")
+
+
 def get_allowed_domains() -> list:
     domain = get_value("auth", "allowed_domain", default="")
     if domain:

config/claude_md_template.txt

@@ -1,6 +1,22 @@
-# {instance_name} — AI Data Analyst
+{# Default analyst-onboarding welcome prompt for "da analyst setup".
+   Rendered server-side by src/welcome_template.py. Edit this file to change
+   the OSS default; admins override per-instance via /admin/welcome.
 
-This workspace is connected to {server_url}.
+   Available context (see docs/welcome-template.md for the full reference):
+     instance.name, instance.subtitle
+     server.url, server.hostname
+     sync_interval                — string from instance.yaml
+     data_source.type             — keboola | bigquery | local
+     tables                       — list of {name, description, query_mode}
+     metrics.count, metrics.categories
+     marketplaces                 — list of {slug, name, plugins:[name]}
+     user.email, user.name, user.is_admin, user.groups
+     now, today                   — datetime / date string
+#}
+# {{ instance.name }} — AI Data Analyst
+
+This workspace is connected to {{ server.url }}.
+{% if instance.subtitle %}Operated by **{{ instance.subtitle }}**.{% endif %}
 
 ## Rules
 - Before computing any business metric: run `da metrics show <category>/<name>`
@@ -11,8 +27,8 @@ This workspace is connected to {server_url}.
 - **Personal customizations go in `.claude/CLAUDE.local.md`, NOT here.** This file is regenerated by `da analyst setup --force`; edits here will be lost. CLAUDE.local.md is preserved across regeneration and uploaded on `da sync --upload-only`.
 
 ## Metrics Workflow
-1. `da metrics list` — find the relevant metric
+1. `da metrics list` — find the relevant metric ({{ metrics.count }} available, categories: {{ metrics.categories | join(", ") or "none yet" }})
-2. `da metrics show revenue/mrr` — read SQL and business rules
+2. `da metrics show <category>/<name>` — read SQL and business rules
 3. Use the canonical SQL from the metric definition, adapt to the question
 4. Never invent metric calculations — always check existing definitions first
 
@@ -20,7 +36,21 @@ This workspace is connected to {server_url}.
 - `da sync` — download current data from server
 - `da sync --docs-only` — just metadata and metrics (fast refresh)
 - `da sync --upload-only` — upload sessions and local notes to server
-- Data on the server refreshes every {sync_interval}
+- Data on the server refreshes every {{ sync_interval }}
+
+## Available Datasets
+{% for t in tables -%}
+- `{{ t.name }}`{% if t.description %} — {{ t.description }}{% endif %}{% if t.query_mode == "remote" %} *(remote, queried on demand)*{% endif %}
+{% else -%}
+- _No tables registered yet — ask an admin to register tables in the dashboard._
+{% endfor %}
+
+{% if marketplaces -%}
+## Plugins available to you
+{% for mp in marketplaces -%}
+- **{{ mp.name }}** ({{ mp.slug }}): {{ mp.plugins | map(attribute="name") | join(", ") }}
+{% endfor %}
+{% endif -%}
 
 ## Remote Queries (BigQuery) — when data isn't on the laptop
 
@@ -161,3 +191,5 @@ Run `da sync` to refresh. Rules are pruned automatically when items are revoked.
   - `user/artifacts/` — analysis outputs, reports, charts
   - `user/sessions/` — Claude Code session logs
 - `.claude/CLAUDE.local.md` — your personal notes + workspace customizations. **Never overwritten by `da analyst setup --force`.** Uploaded to the server on `da sync --upload-only`. Put any local-only Claude instructions, project-specific reminders, or temporary notes here — NOT in CLAUDE.md (this file is regenerated from a template).
+
+_Hello {{ user.name or user.email }} — generated {{ today }}._

config/instance.yaml.example

@@ -18,6 +18,7 @@ instance:
   copyright: "Your Organization"
   # logo_svg: Full <svg> element for header logo (optional, default: Keboola logo)
   # Example: '<svg width="120" height="30" viewBox="0 0 100 30" xmlns="http://www.w3.org/2000/svg"><text y="22" font-size="24" fill="#333">Logo</text></svg>'
+  # sync_interval: "1 hour"          # Cadence shown in analyst CLAUDE.md (e.g., "1 hour", "30 minutes", "daily")
 
 # --- Server ---
 server: