agnes-the-ai-analyst/tests/test_web_home_page.py
Vojtech 1e87354d7e
feat(home): Getting Started + Overview + Usage modes sections (release 0.54.7) (#291)
* 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.
2026-05-13 21:44:11 +02:00

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"""GET /home — state-aware landing page.
The boolean ``users.onboarded`` drives template selection. No
auto-transition: the not-onboarded view stays put until the user reloads
(the brainstorm called this out explicitly — quiet UI is preferable to a
surprise redirect mid-setup).
See origin: docs/brainstorms/home-page-requirements.md.
"""
from __future__ import annotations
import tempfile
import uuid
import pytest
@pytest.fixture
def fresh_db(monkeypatch):
with tempfile.TemporaryDirectory() as tmp:
monkeypatch.setenv("DATA_DIR", tmp)
monkeypatch.setenv("TESTING", "1")
monkeypatch.setenv("JWT_SECRET_KEY", "test-jwt-secret-key-minimum-32-chars!!")
yield tmp
def _make_user_and_session(conn, email="u@example.com", onboarded=False):
from src.repositories.users import UserRepository
from app.auth.jwt import create_access_token
uid = str(uuid.uuid4())
UserRepository(conn).create(id=uid, email=email, name=email.split("@")[0])
if onboarded:
conn.execute("UPDATE users SET onboarded = TRUE WHERE id = ?", [uid])
return uid, create_access_token(user_id=uid, email=email)
def _client(follow_redirects: bool = True):
from fastapi.testclient import TestClient
from app.main import app
return TestClient(app, follow_redirects=follow_redirects)
def test_home_unauth_redirects_to_login(fresh_db):
"""Non-API HTML routes redirect 401→/login per app.main's
StarletteHTTPException handler. /home follows that contract."""
c = _client(follow_redirects=False)
resp = c.get("/home")
assert resp.status_code == 302
assert resp.headers["location"].startswith("/login")
def test_home_not_onboarded_user_sees_setup_view(fresh_db):
"""A FALSE-onboarded user gets the install/setup template, identifiable
by its 'Install Claude Code' heading and the self-mark button."""
from src.db import get_system_db, close_system_db
conn = get_system_db()
try:
_, sess = _make_user_and_session(conn, onboarded=False)
finally:
conn.close()
close_system_db()
c = _client()
resp = c.get("/home", cookies={"access_token": sess})
assert resp.status_code == 200
body = resp.text
assert "install Claude Code" in body # step 1 label
assert "install Agnes" in body # step 2 label
assert "self-mark-btn" in body # self-acknowledged escape hatch
assert "setupClaudeBtn" in body # primary one-click CTA from shared partial
def test_home_onboarded_user_sees_nav_hub(fresh_db):
"""A TRUE-onboarded user gets the post-onboarding view: the blue
install-hero is gone entirely (no welcome banner, no completion
badge, no inline step commands), the offboard escape strip is the
only setup-flow remnant rendered, and the rest of /home (connector
tiles, news, etc.) stays. PR #289 collapsed the dual-state hero
into a single not-onboarded-only render — pre-PR the onboarded
branch reused the same `.install-hero` shell with welcome copy
and a "Steps 14 done" badge."""
from src.db import get_system_db, close_system_db
conn = get_system_db()
try:
_, sess = _make_user_and_session(conn, onboarded=True)
finally:
conn.close()
close_system_db()
c = _client()
resp = c.get("/home", cookies={"access_token": sess})
assert resp.status_code == 200
body = resp.text
# Install hero entirely absent for onboarded users.
assert '<div class="install-hero">' not in body
# Offboard escape strip + its button replace the in-hero self-mark control.
assert '<div class="offboard-strip">' in body
assert "Mark me as offboarded" in body
# All four inline install-blocks are hidden post-onboarding — the
# labels rendered inside the install-block divs go away.
assert "Step 1 — install Claude Code" not in body
assert "Step 2 — turn on auto-mode" not in body
assert "Step 3 — create your workspace folder" not in body
assert "Step 4 — install" not in body
def test_connectors_render_flat_when_onboarded_by_default(fresh_db):
"""Connect-your-tools section must NOT auto-collapse on the
server-side `users.onboarded=TRUE` flip. It renders flat (in <details
open>) by default; only an explicit user click on the in-hero
"Minimize setup view" toggle (persisted in localStorage, not server)
activates the collapsed bar layout.
Auto-mode used to be a peer `setup-collapsible` section
(`data-section="step3"`) outside the install-hero. It moved into the
install-hero as Step 2 of the install flow (so users enable it
BEFORE Step 3's ~20-command install runs), and the standalone
outside-hero copy was dropped to avoid duplicating reference
content. Onboarded users no longer see the auto-mode block at all —
consistent with Step 1 + Step 3 also hiding post-onboarding."""
from src.db import get_system_db, close_system_db
conn = get_system_db()
try:
_, sess = _make_user_and_session(conn, onboarded=True)
finally:
conn.close()
close_system_db()
c = _client()
resp = c.get("/home", cookies={"access_token": sess})
assert resp.status_code == 200
body = resp.text
# Auto-mode no longer renders for onboarded users — both the
# in-hero install-block and the legacy outside-hero `<details>`
# reference card are gated `{% if not onboarded %}` / removed.
assert 'class="automode-card"' not in body
assert 'data-section="step3"' not in body
assert "Step 2 — turn on auto-mode" not in body
# Connect-your-tools section is still flat-open by default.
assert 'class="connector-tiles"' in body
assert 'class="setup-collapsible" data-section="connectors" open' in body
# Server-rendered HTML never carries the data-setup-minimized
# attribute on the .home-mock root — that's a client-side
# localStorage decision applied via JS on load. The token still
# appears in inline CSS selectors and the JS body, which is fine.
assert '<div class="home-mock" data-setup-minimized' not in body
assert 'class="home-mock"\n' in body or '<div class="home-mock">' in body
def test_minimize_toggle_no_longer_rendered(fresh_db):
"""The "Minimize setup view" toggle used to live inside the
onboarded-branch of the install-hero. PR #289 hides the hero
entirely once `users.onboarded=true`, so the minimize toggle
has no rendering site anymore — verify the markup is absent
from both states. (The localStorage `agnes_home_setup_minimized`
flag and its applyMinimize() JS handler stay in the page so a
stale flag from a pre-PR session no-ops cleanly.)"""
from src.db import get_system_db, close_system_db
for onboarded in (False, True):
conn = get_system_db()
try:
_, sess = _make_user_and_session(
conn, email=f"user-{onboarded}@example.com", onboarded=onboarded
)
finally:
conn.close()
close_system_db()
c = _client()
resp = c.get("/home", cookies={"access_token": sess})
assert resp.status_code == 200
assert '<button id="setupMinimizeToggle"' not in resp.text
assert 'class="setup-minimize"' not in resp.text
def test_home_no_auto_transition_after_post_until_reload(fresh_db):
"""POST /api/me/onboarded flips the flag in the DB but the in-flight
/home response from before the POST keeps showing the setup view —
the next GET /home picks up the new state. Verifies the manual-reload
contract called out in the brainstorm."""
from src.db import get_system_db, close_system_db
conn = get_system_db()
try:
_, sess = _make_user_and_session(conn, onboarded=False)
finally:
conn.close()
close_system_db()
c = _client()
pre = c.get("/home", cookies={"access_token": sess})
# `class="install-block"` is the not-onboarded-only structural element
# holding the inline Step-1 install pane. Use it as the discriminator
# instead of a free-form string like "install Claude Code", which now
# also appears in the always-on SETUP_INSTRUCTIONS_TEMPLATE clipboard
# payload's preflight comment after the 2026-05-10 init-report fix.
assert 'class="install-block"' in pre.text # setup view
flip = c.post("/api/me/onboarded", cookies={"access_token": sess})
assert flip.status_code == 200
post = c.get("/home", cookies={"access_token": sess})
# PR #289: hero disappears entirely; offboard strip is the
# only setup-flow remnant. Use either as the nav-hub view marker.
assert '<div class="offboard-strip">' in post.text
assert 'class="install-block"' not in post.text
# ── GWS Email-admin button render tests (admin_email knob coverage) ────────
def test_home_hides_email_admin_button_when_admin_email_unset(fresh_db, monkeypatch):
"""When ``instance.admin_email`` is unset, the GWS connector tile
must NOT render the mailto link (template guards on truthiness;
empty resolver value cleanly hides). Defends against a `mailto:?`
link sneaking out as a render-time artifact."""
monkeypatch.delenv("AGNES_INSTANCE_ADMIN_EMAIL", raising=False)
monkeypatch.delenv("AGNES_GWS_CLIENT_ID", raising=False)
monkeypatch.delenv("AGNES_GWS_CLIENT_SECRET", raising=False)
from src.db import get_system_db, close_system_db
conn = get_system_db()
try:
_, sess = _make_user_and_session(conn)
finally:
conn.close()
close_system_db()
body = _client().get("/home", cookies={"access_token": sess}).text
# No "Email admin" CTA, no mailto: link in the body.
assert "Email admin" not in body
assert "mailto:?" not in body # specifically, no broken empty mailto
def test_home_shows_email_admin_button_when_admin_email_set_and_gws_unconfigured(
fresh_db, monkeypatch,
):
"""When admin_email is set AND gws_oauth is unconfigured, the mailto
link renders. (Both conditions required — see template guard
``{% if not gws_oauth.configured and instance_admin_email %}``.)"""
monkeypatch.setenv("AGNES_INSTANCE_ADMIN_EMAIL", "ops@example.com")
monkeypatch.delenv("AGNES_GWS_CLIENT_ID", raising=False)
monkeypatch.delenv("AGNES_GWS_CLIENT_SECRET", raising=False)
from src.db import get_system_db, close_system_db
conn = get_system_db()
try:
_, sess = _make_user_and_session(conn)
finally:
conn.close()
close_system_db()
body = _client().get("/home", cookies={"access_token": sess}).text
assert "Email admin" in body
assert "mailto:ops@example.com" in body
def test_home_hides_email_admin_button_when_gws_configured(fresh_db, monkeypatch):
"""Even with admin_email set, when GWS OAuth is operator-provisioned
(gws_oauth.configured = True), the Email-admin CTA is redundant —
user can just connect. Template gates on `not gws_oauth.configured`."""
monkeypatch.setenv("AGNES_INSTANCE_ADMIN_EMAIL", "ops@example.com")
monkeypatch.setenv("AGNES_GWS_CLIENT_ID", "abc.apps.googleusercontent.com")
monkeypatch.setenv("AGNES_GWS_CLIENT_SECRET", "GOCSPX-secret")
from src.db import get_system_db, close_system_db
conn = get_system_db()
try:
_, sess = _make_user_and_session(conn)
finally:
conn.close()
close_system_db()
body = _client().get("/home", cookies={"access_token": sess}).text
assert "Email admin" not in body
def test_home_renders_connector_prompts_from_shared_module(fresh_db):
"""Single source of truth check: the prompt text the /home tiles
paste must equal the strings ``app/web/connector_prompts.py`` returns.
The same strings are also inlined into the setup script's step 9, so
if they ever drift the two surfaces would tell users to do different
things — this test catches that early."""
import html as _html
import re
from src.db import get_system_db, close_system_db
from app.web.connector_prompts import (
asana_prompt, gws_prompt, atlassian_prompt,
)
from app.instance_config import (
get_gws_oauth_credentials, get_instance_admin_email,
)
conn = get_system_db()
try:
_, sess = _make_user_and_session(conn)
finally:
conn.close()
close_system_db()
c = _client()
body = c.get("/home", cookies={"access_token": sess}).text
# Resolve the same gws_oauth dict the route uses so the parity check
# exercises whichever branch (configured / manual) is active in the
# current test environment.
gws = get_gws_oauth_credentials()
expected_gws = gws_prompt(
gws_oauth_configured=bool(gws.get("configured")),
gws_client_id=str(gws.get("client_id") or ""),
gws_client_secret=str(gws.get("client_secret") or ""),
gws_project_id=str(gws.get("project_id") or ""),
oauthlib_insecure_transport=str(gws.get("oauthlib_insecure_transport") or "1"),
instance_admin_email=get_instance_admin_email(),
)
for slug, expected in (
("asana", asana_prompt()),
("gws", expected_gws),
("jira", atlassian_prompt()),
):
m = re.search(rf'<code id="{slug}-prompt">(.*?)</code>', body, re.DOTALL)
assert m, f"{slug}-prompt block missing from /home"
actual = _html.unescape(m.group(1))
assert actual == expected, (
f"{slug}-prompt body diverged from connector_prompts module — "
f"the home tile and setup script will paste different text. "
f"len(home)={len(actual)} len(module)={len(expected)}"
)
# ── Getting Started + Overview + Usage modes (PR #289 home additions) ────
def test_getting_started_card_renders_on_home(fresh_db):
"""The dismissible Getting Started card sits between the install
hero and the connector tiles. Both rows must be present and point
at /setup and /setup-advanced respectively. State-independent:
renders for both onboarded and not-onboarded users (per-device
localStorage dismiss is the only off switch)."""
from src.db import get_system_db, close_system_db
for onboarded in (False, True):
conn = get_system_db()
try:
_, sess = _make_user_and_session(
conn, email=f"gs-{onboarded}@example.com", onboarded=onboarded
)
finally:
conn.close()
close_system_db()
body = _client().get("/home", cookies={"access_token": sess}).text
assert '<section class="home-getting-started"' in body
assert 'data-dismiss-key="agnes_home_gs_dismissed"' in body
assert 'class="home-gs-item" href="/setup"' in body
assert 'class="home-gs-item" href="/setup-advanced"' in body
def test_overview_section_renders_when_yaml_set(fresh_db, monkeypatch):
"""Setting `AGNES_INSTANCE_OVERVIEW` env (mirrors
instance.overview yaml) injects raw HTML into the Overview section
via the same `| safe` filter as news_intro. The marker text must
appear inside the rendered section wrapper. Overview deliberately
has NO dismiss button — it's operator-owned reference content
(privacy posture, telemetry policy, product framing), and a
per-device hide would leave returning users unable to re-read
it without clearing localStorage."""
monkeypatch.setenv("AGNES_INSTANCE_OVERVIEW", "<p>OVERVIEW_TEST_MARKER</p>")
from src.db import get_system_db, close_system_db
conn = get_system_db()
try:
_, sess = _make_user_and_session(conn)
finally:
conn.close()
close_system_db()
body = _client().get("/home", cookies={"access_token": sess}).text
assert '<section class="home-overview">' in body
assert "OVERVIEW_TEST_MARKER" in body
# Overview must NOT carry a dismiss key — content stays
# reachable on every visit so users can re-read it.
assert 'data-dismiss-key="agnes_home_overview_dismissed"' not in body
def test_overview_section_hidden_when_yaml_empty(fresh_db, monkeypatch):
"""Default empty `instance.overview` (no env override) hides the
section entirely so the OSS ships without a stray empty
Overview placeholder."""
monkeypatch.delenv("AGNES_INSTANCE_OVERVIEW", raising=False)
from src.db import get_system_db, close_system_db
conn = get_system_db()
try:
_, sess = _make_user_and_session(conn)
finally:
conn.close()
close_system_db()
body = _client().get("/home", cookies={"access_token": sess}).text
assert '<section class="home-overview">' not in body