brings back onboarding widget

[akshaydeo]

Summary

Briefly explain the purpose of this PR and the problem it solves.

Changes

• What was changed and why
• Any notable design decisions or trade-offs

Type of change

• Bug fix
• Feature
• Refactor
• Documentation
• Chore/CI

Affected areas

• Core (Go)
• Transports (HTTP)
• Providers/Integrations
• Plugins
• UI (React)
• Docs

How to test

Describe the steps to validate this change. Include commands and expected outcomes.

# Core/Transports
go version
go test ./...

# UI
cd ui
pnpm i || npm i
pnpm test || npm test
pnpm build || npm run build

If adding new configs or environment variables, document them here.

Screenshots/Recordings

If UI changes, add before/after screenshots or short clips.

Breaking changes

• Yes
• No

If yes, describe impact and migration instructions.

Related issues

Link related issues and discussions. Example: Closes #123

Security considerations

Note any security implications (auth, secrets, PII, sandboxing, etc.).

Checklist

• I read docs/contributing/README.md and followed the guidelines
• I added/updated tests where appropriate
• I updated documentation where needed
• I verified builds succeed (Go and UI)
• I verified the CI pipeline passes locally if applicable

[akshaydeo]

• brings back onboarding widget #5784 👈 (View in Graphite)
• adds first time setup token to avoid opening new setup to the world #5759
• dev

This stack of pull requests is managed by Graphite. Learn more about stacking.

[coderabbitai]

📝 Walkthrough

Summary by CodeRabbit

• New Features
  • Added an onboarding checklist to the dashboard when database connectivity is available.
  • Added guided setup steps for security, provider configuration, virtual keys, model governance, and enterprise features.
  • Added minimize, restore, and temporary close controls for the onboarding widget.
  • Added route-aware visibility and checklist state reset after navigation.
  • Added “Remind me later” scheduling with selectable dates up to 14 days.
  • Added a resumable sidebar warning card for incomplete setup.
  • Updated risk-acceptance labels and improved dimmed-step interactions with hover recovery.

Walkthrough

The dashboard renders OnboardingWidget when the database is connected. A shared hook builds checklist state. The widget supports route-scoped hiding, minimization, and scheduled reminders. The sidebar shows a resume card for incomplete setup.

Changes

Onboarding checklist flow

Layer / File(s)	Summary
Checklist contract and state ui/hooks/useOnboardingChecklist.ts	The shared hook defines checklist types and cookies, loads setup data, skips queries when required, and computes completion state.
Widget reminder and controls ui/components/onboardingWidget.tsx	The widget restores state after route changes, supports minimize and close controls, stores reminder dates in cookies, and updates footer actions.
Dashboard and sidebar integration ui/app/clientLayout.tsx, ui/components/sidebar.tsx	The dashboard renders the widget when connected. The sidebar displays and dismisses a resumable setup card when onboarding remains incomplete.

Estimated code review effort: 3 (Moderate) | ~25 minutes

Suggested reviewers: bearts, impoiler

Sequence Diagram(s)

sequenceDiagram
  participant User
  participant Dashboard
  participant OnboardingWidget
  participant useOnboardingChecklist
  participant AppSidebar
  User->>Dashboard: Open connected dashboard
  Dashboard->>OnboardingWidget: Render onboarding widget
  OnboardingWidget->>useOnboardingChecklist: Load checklist state
  useOnboardingChecklist-->>OnboardingWidget: Return steps and completion
  User->>OnboardingWidget: Close or snooze widget
  OnboardingWidget->>AppSidebar: Expose hide or snooze state
  AppSidebar-->>User: Show resume setup card when setup is incomplete

Loading

🚥 Pre-merge checks | ✅ 1 | ❌ 4

❌ Failed checks (4 warnings)

Check name	Status	Explanation	Resolution
Linked Issues check	⚠️ Warning	The changes restore an onboarding widget but do not implement the linked issue's Files API support for file uploads or the POST /v1/files endpoint [#123].	Implement the Files API requirements from issue #123, or link the PR to the correct onboarding-widget issue.
Out of Scope Changes check	⚠️ Warning	The onboarding widget, sidebar, and checklist changes are unrelated to the linked issue's Files API requirements [#123].	Remove the onboarding UI changes or update the linked issue to reflect the actual onboarding-widget scope.
Docstring Coverage	⚠️ Warning	Docstring coverage is 20.00% which is insufficient. The required threshold is 80.00%.	Write docstrings for the functions missing them to satisfy the coverage threshold.
Description check	⚠️ Warning	The description only repeats the template and provides no implementation details, testing steps, affected areas, or security information.	Replace the template placeholders with the PR purpose, actual changes, UI testing steps, affected areas, screenshots, breaking-change status, and security considerations.

✅ Passed checks (1 passed)

Check name	Status	Explanation
Title check	✅ Passed	The title clearly identifies the primary change: restoring the onboarding widget.

✨ Finishing Touches 💡 1

📝 Generate docstrings 💡

• Create stacked PR
• Commit on current branch

🧪 Generate unit tests (beta)

• Create PR with unit tests
• Commit unit tests in branch 08-02-brings_back_onboarding_widget

---

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[coderabbitai]

Actionable comments posted: 2

🤖 Prompt for all review comments with AI agents

Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@ui/components/onboardingWidget.tsx`:
- Around line 240-246: Rename the new data-testid values onboarding-minimized,
onboarding-minimize, and onboarding-close to three-part entity-element-qualifier
names, and update only their matching Playwright selectors. Preserve all
existing selector values and the associated onboarding widget behavior.
- Line 454: Update the skip action label near handleHideForAll to explicitly
state that it hides the widget for everyone, using wording such as “Hide for
everyone (I accept the risk)”; preserve the existing action behavior.

🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

• Push a commit to this branch (recommended)
• Create a new PR with the fixes

---

ℹ️ Review info

⚙️ Run configuration

Configuration used: Path: .coderabbit.yaml

Review profile: CHILL

Plan: Pro Plus

Run ID: e4c1484d-472e-4163-ab33-b2d10ad979aa

📥 Commits

Reviewing files that changed from the base of the PR and between a26d78a and 67b36ac.

📒 Files selected for processing (2)

• ui/app/clientLayout.tsx
• ui/components/onboardingWidget.tsx

[coderabbitai]

Actionable comments posted: 4

🤖 Prompt for all review comments with AI agents

Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@ui/components/sidebar.tsx`:
- Around line 1490-1495: Update the reminder expiry logic near
REMIND_LATER_COOKIE so the one-day fallback applies when the cookie date is
missing or invalid, not only when remindAtDate is falsy. Base the condition on
the validated expiry date or equivalent validity check, while preserving valid
reminder dates unchanged.
- Around line 1404-1410: Add a stable data-testid attribute to the button using
the existing UI test-ID naming convention, while preserving the current
handleResumeOnboarding behavior and styling.

In `@ui/hooks/useOnboardingChecklist.ts`:
- Around line 71-78: Update the `complete` predicate for the `"cors"` step in
`useOnboardingChecklist` to require at least one non-empty allowed origin and
reject configurations containing the wildcard `"*"`, so `allowed_origins: ["*"]`
remains incomplete.
- Around line 41-59: Update useOnboardingChecklist to expose aggregated loading
and error state from bifrostConfig, allKeys, and enterprise checklist queries,
plus a retry action that refetches the failed queries. Preserve skipped-query
behavior and checklistReady semantics for successful data, while allowing
failures without cached data to surface. Update both hook consumers to render
loading, error, and retry states instead of hiding onboarding when
checklistReady is false.

🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

• Push a commit to this branch (recommended)
• Create a new PR with the fixes

---

ℹ️ Review info

⚙️ Run configuration

Configuration used: Path: .coderabbit.yaml

Review profile: CHILL

Plan: Pro Plus

Run ID: 22447a4c-c3c7-43b7-8d9b-6095971637fd

📥 Commits

Reviewing files that changed from the base of the PR and between 67b36ac and 93cbff5.

📒 Files selected for processing (4)

• ui/app/clientLayout.tsx
• ui/components/onboardingWidget.tsx
• ui/components/sidebar.tsx
• ui/hooks/useOnboardingChecklist.ts

🚧 Files skipped from review as they are similar to previous changes (2)

• ui/app/clientLayout.tsx
• ui/components/onboardingWidget.tsx

[akshaydeo]

Merge activity

• Aug 3, 1:41 AM UTC: A user started a stack merge that includes this pull request via Graphite.
• Aug 3, 1:42 AM UTC: @akshaydeo merged this pull request with Graphite.

The base branch was changed.