* feat(home): Getting Started + Overview + Usage modes sections
Three new content cards rendered between the install-hero and the
existing connector tiles on /home. Order: Getting Started → Overview
→ Usage modes → connectors.
- Getting Started — dismissible card with two clickable rows linking
to /setup (install flow) and /setup-advanced (deeper reference).
Subsumes the legacy `.advanced-pointer` row that sat above the news
section. Per-device dismiss via a generic localStorage handler:
`.home-card-close[data-dismiss-key="..."]` inside a <section> wires
itself up at page load — drop in any future dismissible card without
per-card JS.
- Overview — operator-owned HTML body sourced from the new
`instance.overview` yaml field (env override
`AGNES_INSTANCE_OVERVIEW`). HTML in, HTML out via the same `| safe`
filter as news_intro. Empty default hides the section entirely,
keeping the OSS vendor-neutral; operators paste their product
framing / privacy posture into instance.yaml. New helper
`get_instance_overview()` in app/instance_config.py mirrors
`get_instance_logo_svg()`.
- Usage modes — three OSS-shipped tiles (Terminal / VS Code / Claude
Desktop · claude.ai) explaining each surface and linking to the
matching /setup-advanced anchors. Closes the gap for users
wondering "where do I actually run this".
Supporting changes:
- setup_advanced.html gains a new `#claude-app` section between
#vscode and #workspace, anchored by the Usage modes Claude Desktop
tile. Covers the marketplace registration paths and when to prefer
the terminal. Added to the table of contents.
- Three new tests in test_web_home_page.py pin the Getting Started
card markup, the Overview-on-when-yaml-set path, and the
Overview-off-by-default path. All 13 tests in the file pass.
Operator follow-up (separate infra PR — NOT this PR): paste the
Foundry-specific Overview body into instance.yaml's
`instance.overview` field. OSS ships with an empty default.
* fix(home): Overview is operator-owned content — drop dismiss button
Earlier iteration added a close X to the Overview section to match
the Getting Started card's dismiss UX. Wrong call: Overview is
operator-authored reference content (privacy posture, telemetry
policy, project framing) and a per-device localStorage hide means
returning users who want to re-read the policy can't recover it
without clearing storage.
Reverts the close button + the data-dismiss-key on the Overview
section. Test inverted to assert the dismiss key is absent (defends
against a future drive-by adding it back). Getting Started still
dismisses — that's procedural getting-started content users
legitimately stop needing once they've finished setup. Overview is
always reachable; whole section is still opt-in at the operator
level via the empty-yaml default.
* fix(home): Terminal usage-mode tile is informational (no click-through)
The setup hero above /home's Usage modes already walks the user
through the Claude Code CLI install — the Terminal tile click-through
to /setup just round-trips back to content the user already scrolled
past. Switch Terminal to a non-anchor <div> and scope the hover
affordance to a.home-usage-item so VS Code + Claude Desktop tiles
keep their click-through (those legitimately deep-link into
/setup-advanced anchors).
* fix(home): point Usage modes guidance at ~/{workspace}/Projects/ subfolder
The bundled plugin scopes the session-analysis loop and the
central-catalog sync to ~/<workspace>/Projects/, not the workspace
root itself — that convention already appears in the install hero's
Step 4 manual-fallback note ('Don't create ~/<workspace>/Projects/
manually — the bundled plugin offers to set it up after install').
Usage modes' footer guidance now matches: 'create every project
under ~/<workspace>/Projects/'. Also calls out that the
session-analysis loop is scoped to that root so users understand
why working outside the workspace dir is invisible to the platform.
* feat(brand): inline operator SVG logo + drop header subtitle (release 0.54.6)
Three header tweaks, one PR:
1. _app_header.html drops the small uppercase subtitle line below the
brand. instance.subtitle still flows into the CLAUDE.md preamble +
init welcome template ("Operated by …"); only the web header chrome
loses it.
2. get_instance_logo_svg() in app/instance_config.py reads
instance.logo_svg (yaml) / AGNES_INSTANCE_LOGO_SVG (env). The
yaml field was already documented in instance.yaml.example and the
template already supported inline <svg> via {{ config.LOGO_SVG |
safe }}, but router.py:344 hard-coded LOGO_SVG = "" — the middle
wire was missing. Now operators can paste a lockup directly into
their instance.yaml under instance.logo_svg: | and have it render
in the header. Resolution mirrors get_instance_brand (env > yaml >
""). instance.name remains independent: drives browser <title>
tags + page h1s + CLAUDE.md heading; the SVG is the web-header
visual only.
3. .app-header-logo svg gains max-height: 40px; width: auto; so any
operator's lockup scales via its viewBox to fit the 72px header
without per-asset width/height edits. Pairs with #2 — without the
clamp, raw artwork (e.g. a 1600x430 lockup) overflows the chrome.
Release-cut included per the same-PR rule (Unreleased contained only
these bullets after rebase onto 0.54.5).
* revert: keep app-header-subtitle span — out of scope for this PR
Initial commit dropped the subtitle line on the assumption that
the user wanted both the secondary header line AND the future-SVG
brand cleaned up. The actual ask was narrower: drop the hostname
suffix that renders inside instance.name ("Foundry AI (hostname)"),
which is a startup.sh concern, not a template one. Restore the
subtitle span and the CHANGELOG bullet that announced its removal.
PR scope narrows to LOGO_SVG wiring + CSS clamp only.
* fix(header): hide subtitle span when instance.subtitle is empty
Pre-fix the template fell back to the literal string 'Data Analyst
Portal' when INSTANCE_SUBTITLE was unset, so operators who left the
field empty saw a stray hardcoded label below their brand. Switched
to a Jinja {% if %} guard around the whole <span class="app-header-
subtitle"> so an empty subtitle produces no element at all — clean
header chrome instead of placeholder leak.
* feat(home): hide install-hero once onboarded + X close button
- Wrap the entire install-hero in `{% if not onboarded %}` so once
`users.onboarded=true` (auto-flipped by `agnes init` POSTing
/api/me/onboarded, or by the new X / existing fallback button) the
blue hero disappears entirely. Pre-PR the onboarded branch reused
the same shell with a "Welcome back" header + "Steps 1–4 done" badge
+ minimize toggle, which visually outweighed the actual nav hub.
- Add a circular × close button (top-right of the hero, rendered only
when not-onboarded). Click → window.confirm() asking the user to
acknowledge onboarding → POST /api/me/onboarded → reload. The
confirm string intentionally avoids the literal phrase
"Mark me as offboarded" because cli/commands/onboarded.py::status
scans /home's rendered HTML for that exact marker as a fallback for
the api/me/profile check.
- Lift the offboard escape hatch out of the hero into a discrete
`.offboard-strip` rendered below, gated `{% if onboarded %}`. Lets
the analyst flip back to the install view after wiping their
workspace folder.
- Centralize the /api/me/onboarded POST into a `postOnboarded()` JS
helper reused by the hero X, the existing "Mark me as onboarded"
fallback button, and the new offboard button.
Tests updated to match the new behavior:
- `test_home_onboarded_user_sees_nav_hub` — asserts the hero is gone
and the offboard strip is the only setup-flow remnant.
- `test_minimize_toggle_no_longer_rendered` (renamed) — asserts the
minimize toggle is absent in both states (was previously rendered
inside the now-hidden onboarded branch of the hero).
- `test_home_no_auto_transition_after_post_until_reload` — checks
offboard-strip presence post-flip instead of the removed
"Welcome back" hero copy.
* fix(home): X-close button used invalid source enum, hit 422
The X button's data-target-source was 'self_acknowledged_x' to give
audit_log a separate marker for X-vs-button-driven flips. But
app/api/me.py:38's OnboardedRequest pins source to a Literal of
['agnes_init', 'self_acknowledged', 'self_unmark'] — pydantic
returned 422 on every X click.
Confusing side effect: both buttons share self-mark-status as the
status element, so the failed X click rendered 'Failed (422)' next
to the still-functional 'Mark me as onboarded' button. Looked like
the button itself broke.
Fix: drop the _x suffix. Both surfaces now POST source='self_acknowledged'.
Distinction in audit_log is not load-bearing — the source field
captures user intent ('I'm onboarded'), not the specific UI affordance.
- instance.brand (env AGNES_INSTANCE_BRAND, default "Agnes") +
instance.workspace_dir replace hard-coded "Agnes" / "~/Agnes" across
/home, /setup, /setup-advanced, /login, /install, /me/debug, and the
Claude Code clipboard setup script. Terraform-friendly env override;
defaults preserve existing Agnes branding.
- Explicit "create workspace folder" step on /home (OS-tabbed mkdir+cd)
+ same step baked into the clipboard script as step 2. Drops the
implicit assumption that `agnes init --workspace .` lands in a
sensibly-cd'd shell.
- Final "Restart Claude Code" step in the setup script (unconditional,
between connectors and Confirm) so freshly-installed plugins, MCP
servers, and SessionStart hooks load on the next Claude Code session.
- Asana reverted from hosted Remote MCP back to PAT + raw REST against
app.asana.com/api/1.0. MCP envelope shape consumed ~5x tokens per
call; the PAT path lets the agent read flat REST fields. Existing
MCP registration is detected and the user is asked whether to remove
it (default Y, with benefits listed: token cost, no third-party hop,
no OAuth refresh dance, deterministic envelope shape).
- Atlassian connector instructs picking the longest API-token expiry
(today "1 year") to cut re-mint friction. No public query-parameter
hook exists on id.atlassian.com to pre-select expiry, so the prompt
documents the manual click and acknowledges that limitation.
- Uniform ✅ / ❌ per-connector marker contract (Asana, GWS, Atlassian)
for the Confirm summary to grep. Each connector now ends with a
Claude-driven end-to-end test that uses Claude Code's own bash to
exercise the stored credential and prints
"✅ <Connector> integration verified — ..." (or the failure variant).
* Make /home install-hero links readable against blue background
The Claude license-options link added in the previous commit inherited
the default `<a>` style (`var(--hp-primary)` blue), which renders as
blue-on-blue and is unreadable inside the blue install-hero. Add a
scoped `.install-hero a` rule that uses white with an underline
(matching the existing lead-paragraph contrast pattern) so any link
nested in the hero stays legible.
* Reorder /home install flow: auto-mode is now Step 2, Agnes install becomes Step 3
Step 3 (was Step 2) pastes a ~20-command bash bootstrap into a fresh
Claude Code session. Without auto-mode enabled first, each Bash/edit
command needs a manual approve click — bad UX for first-time users.
Move auto-mode from the outside-hero `<details>` reference block into
the install-hero as a real Step 2, between "install Claude Code" and
"install Agnes". Content is the persistent `acceptEdits` snippet
(write to ~/.claude/settings.json) plus a one-liner pointing at
Shift+Tab for users who are already inside a running Claude Code
session. YOLO mode for full Bash auto-approve stays on
/setup-advanced behind the existing link.
The outside-hero `setup-collapsible[data-section="step3"]` block is
dropped — auto-mode is no longer reference content, it's a real
install step, and duplicating it would just diverge over time.
Onboarded users no longer see the auto-mode block at all (consistent
with Steps 1 + 3 also hiding post-onboarding).
Completion banner copy updated: "Step 1, 2 & 3 done — Claude Code
installed, auto-mode set, Agnes ready". Dashboard CTA partial and
other templates don't reference step numbers for this flow, so no
adaptation needed there.
* Simplify /home Step 2 to Shift+Tab only — drop the JSON snippet
Operator pointed out two issues with the prior Step 2:
1. The settings.json snippet is redundant. Claude Code's first
Shift+Tab cycle to auto-accept mode already prompts the user
whether to persist it as default — Claude writes the config
itself, no manual file edit needed.
2. The snippet only showed the POSIX path `~/.claude/settings.json`,
which doesn't translate to native Windows.
Replace the snippet + copy button with a plain Shift+Tab instruction,
explicitly call out the first-time "make this the default?" prompt,
and note that Claude handles the config write itself — same flow on
macOS / Linux / WSL / Windows. Adds a fallback line for users who
already closed the post-OAuth session.
* Tighten /home Step 2 install-note to two paragraphs
Operator: drop the 'Claude writes the setting itself, so this works
the same on macOS / Linux / WSL / Windows...' line plus the
'auto-approves file edits going forward; Bash commands stay gated
— that's the safe default' line. Both were filler — the make-default
prompt already implies persistence, and gated Bash is the obvious
default users won't be surprised by.
Result: paragraph 1 carries Shift+Tab + first-time make-default
say-yes + closed-session fallback in one breath; paragraph 2 keeps
the verbatim YOLO link. Same affordances, less vertical space.
* Setup-prompt + bootstrap fixes from David's 2026-05-10 init report
Three issues from clean-machine bootstrap evidence:
1. `agnes refresh-marketplace --bootstrap` failed to recover when the
local clone existed but Claude Code's marketplace registry had lost
the `agnes` entry. Bootstrap path now parses
`claude plugin marketplace list`, re-runs
`claude plugin marketplace add ~/.agnes/marketplace` when missing,
and treats `add` failures as fatal (was warn-and-continue, root cause
of the cascade into "Marketplace 'agnes' not found" plugin install
errors).
2. Setup prompt now always emits the marketplace-registration block,
even when the operator has zero plugin grants. Pre-wires the
SessionStart hook so future admin grants land automatically without
re-running setup. Block copy adapts: empty list shows
"no plugins granted yet", populated list shows "install plugins".
3. Setup prompt registers the Atlassian Remote MCP server unattended
(`claude mcp add --transport sse atlassian
https://mcp.atlassian.com/v1/sse`). Hosted Remote MCP, OAuth handled
automatically by Claude Code on first use. Asana / GWS stay on the
/home connector cards (PAT/keychain flows don't fit unattended
bootstrap).
Confirm step nudges the user toward the /home connector cards for the
PAT-flow services. CLAUDE.md template renames the marketplace section
to "Agnes Marketplace" and documents that all plugins are addressed as
`<plugin>@agnes` regardless of upstream slug.
Layout: Confirm shifts from step 6/8 to step 9 across all variants
(preflight, marketplace, MCP all unconditional). Tests updated.
* Link Claude license options from /home install pane
Step-1 Claude install on /home pointed users to OAuth without
explaining what to do if they don't have a Pro/Max subscription. Add
a one-line follow-up link to the plan-tier section on /setup-advanced
(new `#claude-plan` anchor) so first-time users discover the
subscription tiers rather than bouncing on the OAuth screen.
* Add idempotent + no-TLS-bypass guardrails to /home connector prompts
The Asana / Google Workspace / Atlassian connector prompts on /home
already shipped a precheck step that short-circuits when the service
is already wired, but they didn't carry the same idempotency +
surface-errors-verbatim + don't-disable-TLS-verification guardrails
the bash bootstrap prompt has. Add a one-paragraph 'Ground rules'
block at the top of each prompt so a connector failure doesn't
tempt the model into bypass workarounds, matching the same posture
David's 2026-05-10 init report flagged for the bash flow.
* skip Source: lines in marketplace registry detector
`claude plugin marketplace list` prints a `Source: <local path>` line
under each registered marketplace; the local clone almost always lives
under a path containing the marketplace name itself
(`~/.agnes/marketplace`). A naive \\bagnes\\b match over the full
stdout therefore false-positives whenever ANY unrelated marketplace
sits under `~/.agnes-…/` or similar. Filter Source: lines out before
matching so the recovery path actually re-adds when needed instead of
silently falling through to a broken `marketplace update agnes`.
Adds regression test covering the substring-only case.
* drop customer-specific tokens from CHANGELOG entries
Per CLAUDE.md vendor-agnostic OSS rule ("nothing customer-specific
... in changelogs"):
- "agnes-vrysanek.groupondev.com" -> "a private-CA Agnes deployment"
- "Groupon Marketplace / groupon-marketplace" -> "<Org> Marketplace /
<org>-marketplace" (placeholder example)
- Removed "David flagged" attribution language; init-report context
stays intact, just stripped of the named host + brand
---------
Co-authored-by: ZdenekSrotyr <zdenek.srotyr@keboola.com>
* feat(home+news): state-aware /home + /news + admin-edited news section
Squash of the vr/home-page feature work for clean rebase onto main.
Original 18-commit history preserved in branch backup/vr-home-page-pre-rebase.
What's in this PR:
**State-aware /home page**
- New `/home` route with hero + auto-mode + connectors (Asana / GWS /
Atlassian) + lookarounds. Onboarded vs not-onboarded state-machine
branches a single template (`home_not_onboarded.html`); the install
steps, "Setup a new Claude Code" CTA (90-day PAT mint), and per-
connector setup prompts hide once `users.onboarded=TRUE`. A
completion badge replaces them.
- "Mark me as offboarded" button reverses the flag without an SQL UPDATE.
- `users.onboarded BOOLEAN` column added; default FALSE; flipped by the
CLI's `agnes init` post-success POST and the `/admin/users` API.
- Connector setup prompts pre-check whether the tool is already
installed/connected before re-running setup.
- GWS scope set widened to include Google Chat (`chat.spaces`,
`chat.messages`).
**Single template + design tokens**
- `dashboard.html` now extends `base.html` via the new
`{% block layout %}` opt-out (full-width pages skip the 800px
`.container`). Net: every page shares one shell.
- `style-custom.css` `:root` extended with `--space-{7,9,10,12}`,
`--radius-2xl`, `--shadow-{card,elevated}`, `--text-{muted,disabled}`,
`--focus-ring`, `--transition-*`, `--width-{narrow,app,wide}` so
inline page styles can migrate incrementally.
**Auth redirects honor AGNES_HOME_ROUTE**
- `safe_next_path` resolves the configured home route when no `default=`
is passed; OAuth callbacks, magic-link clicks, password form, and
LOCAL_DEV_MODE shortcuts now land on `/home` (or whatever the operator
picked) instead of always /dashboard.
**News section + /news permalink + /admin/news editor**
- Schema-bumped `news_template` table (single versioned entity, draft +
publish gate). `published BOOLEAN` distinguishes draft from public;
monotonically-increasing `version` per save; rows >30d pruned on
save except the currently-displayed published version.
- `/home` bottom-of-page renders the latest published intro with a
"Read more →" link to `/news` (which renders the full body).
- `/admin/news` editor with sandboxed live preview, versions table,
per-row Unpublish, Format-help cheatsheet.
- `agnes admin news show / draft / edit / publish / unpublish /
versions / export` (CLI). Talks to the live server via the
`/api/admin/news/*` endpoints (PAT-authed) — no direct DB access
so it coexists with a running uvicorn.
- **Optimistic-lock guard**: `agnes admin news publish --version N` and
PUT/PATCH endpoints accept `expected_version` and 409 with structured
`{error: "version_conflict", expected, actual, actual_by}` when a
concurrent admin replaced the draft. Edit refuses to overwrite a
draft authored by someone else without `--force` or
`--expect-version`.
- nh3 (Rust-backed ammonia) HTML sanitizer; iframe pre-pass strips
any iframe whose src is not on the YouTube/Vimeo/Loom allowlist;
javascript:/data: schemes blocked everywhere.
- Author CSS vocabulary: `.news-hero` (blue gradient hero block),
`.callout`/`.callout-{info,warn,success,danger}`,
`.video-embed`, `.news-section`, `.news-grid-{2,3}`, `.news-cta` —
all consolidated in `style-custom.css` under "News content
vocabulary (shared)" so /home perex, /news body, and /admin/news
preview share one source of styling.
- Code-inside-`<pre>` contrast fix (was unreadable amber-on-silver).
- `.news-content` table styling (border, header band, row-hover).
**`scripts/dev/run-local.sh`** — local uvicorn launcher. Pulls Google
OAuth client id/secret from GCP Secret Manager
(`AGNES_OAUTH_GCP_PROJECT`-driven, no vendor defaults), points
`AGNES_CLI_DIST_DIR` at `./dist` so the wheel endpoint resolves, and
`--dev` flips `LOCAL_DEV_MODE=1` + `AGNES_HOME_ROUTE=/home` for one-
command iteration. `LOCAL_DEV_MODE=1` also enables the FastAPI debug
toolbar.
**CLAUDE.md "Run tests before every push" section** codifies
`pytest tests/ -n auto -q` as non-negotiable before each push.
**Tests**: 51 + 14 + 8 = 73 new tests across news-template repo,
sanitizer, API, web, CLI; plus updated home/auth/template tests for
the new shared-shell architecture.
Origin docs (gitignored, customer-fork content):
docs/brainstorms/home-page-requirements.md,
docs/plans/2026-05-07-001-feat-home-page-plan.md.
* feat(cli): agnes onboarded {on,off,status} — self-scoped flag toggle
User-facing equivalent of the in-page "Mark me as (off)boarded" button
on /home. POSTs /api/me/onboarded with {onboarded, source}; --source
overrides the audit-log marker so flips made from the CLI vs the web
button vs agnes init automation stay distinguishable.
`status` reads via /api/me/profile (when present); falls back to a
quick body-marker scan of /home so the read path doesn't write an
audit_log row. PAT-authed via cli.client.api_post — same convention
as agnes admin news / agnes admin add-user etc.
Tests: 5 covering on/off/status round-trip, idempotency, and
audit-log source recording. Full suite holds at 12 pre-existing
failures (same set as before).
* ui(nav+home): primary nav reorg + green What's new band + /marketplace link fix
Primary nav (post-rebase audit + per-user feedback):
- Items: Home → Marketplace → Data Packages → Memory. Admin dropdown
for admins only. The "Dashboard" label was renamed Home — point still
resolves through `home_route` so customer instances on /dashboard
still land there.
- Activity Center moved into the Admin dropdown. Per-team adoption
analytics is admin-consumed in practice; the route still allows
any authed user for direct deep-links so existing /home tile +
bookmarks keep working.
- Memory link added (→ /corporate-memory) — was previously buried in
the /home "Look around" tiles.
- Setup local agent + My Stack dropped from main nav. Setup is the
/home install flow's home now; My Stack lives as a tab inside
/marketplace.
/home tweaks:
- Plugin marketplace tile now points at /marketplace (was /store —
legacy from before the marketplace rebrand landed in #230).
- "What's new" section header gets a green band (success-flavored
D1FAE5 background, A7F3D0 border, darker green title) so the
bottom-of-page news block visibly distinguishes from the blue
install-hero at the top. Header strip only — body stays white.
Test fix: test_home_route_resolution renamed `dashboard_link_uses_home_route`
→ `home_link_uses_home_route` and asserts `href="/home">Home` instead
of `href="/home">Dashboard` after the label change.
* fix(home): decouple Step 3 + Connect-tools collapse from server onboarded flag
The server-side `users.onboarded` flip happens through two paths:
1. Explicit user click on "Mark me as onboarded" or `agnes onboarded on`.
2. Implicit `agnes init` POST → /api/me/onboarded on success.
Path 2 produced a UX surprise: an analyst running `agnes init` mid-flow
reloaded /home and saw Step 3 (auto-mode) + Connect-your-tools auto-
collapse to summary bars. They were actively working through those
sections — the install POST never signalled "I'm done with the rest
of setup", just "Agnes itself is installed".
Decouple the section-collapse decision from the server flag:
- Step 1 + Step 2 install blocks: still hidden on `onboarded=TRUE`
(their completion is a hard server signal — Agnes IS installed).
- Step 3 + Connect-your-tools: render flat by default in BOTH states.
Wrapped in `<details class="setup-collapsible" open>` so the
browser's native disclosure handles per-section toggle without JS,
but the `<summary>` is CSS-hidden until the page-level
`data-setup-minimized="1"` attribute is set on `.home-mock`.
- New "Minimize setup view" toggle inside the blue install-hero,
rendered only when onboarded. Click flips the data-attr on
`.home-mock` AND removes the `open` attribute from each
`<details>`. State persists in `localStorage["agnes_home_setup_minimized"]`
so the choice survives reloads but is per-device.
- "Show full setup view" (the same button when minimized) re-opens
both `<details>` and clears localStorage.
When minimized, each `<details>` still has its own native expand/
collapse — click the gray summary bar to peek at one section without
toggling the page-level minimize off.
Tests:
- test_step3_and_connectors_render_flat_when_onboarded_by_default —
asserts `<details class="setup-collapsible" ... open>` for both
sections post-onboarding and the absence of any server-rendered
`data-setup-minimized` attribute on the `.home-mock` root.
- test_minimize_toggle_visible_only_when_onboarded — toggle button
rendered only when onboarded.
Full pytest holds at 12 pre-existing failures (same set).
Vojtech