Complete Phase 2: Setup Automation & Dependency Checking

[AojdevStudio]

Summary

Completes Phase 2 of the project roadmap by delivering a fully functional setup automation system. Users can now run ./setup.sh on a fresh clone and get a working environment with all dependencies verified, directories created, and configuration scaffolded.

Key Changes

setup.sh Rewrite (2 plans, 17 min total)

• Plan 01 (6 min): Dependency checker with OS detection, version comparison using sort -V, color output, CLI flags (--check-deps-only, --help), and auto-install prompts

  • Validates Python 3.12+, uv, and Bun with check-all-then-fail pattern
  • OS-specific install commands for macOS (brew), Linux (apt), and WSL
  • Terminal color detection with ANSI codes in interactive mode, plain text in pipes/CI

• Plan 02 (11 min): Directory creation, config scaffolding, progress tracking, and idempotent re-runs

  • Creates 13+ subdirectories under fin-guru-private/ (hedging, strategies, analysis, etc.)
  • Scaffolds user-profile.yaml template, .env from .env.example, and fin-guru-private/README.md
  • .setup-progress file tracks 5 milestones for resumable setup
  • File-level idempotency: skips completed steps, prompts before overwriting existing files
  • verify_directory_structure() runs on every execution path to catch missing subdirs

Supporting Changes

• .gitignore: Added .setup-progress exclusion (user-specific progress tracking)
• tests/integration/test_setup_onboarding_integration.sh: Rewritten with 46 assertions covering first run, --check-deps-only isolation, idempotent re-run, missing directory detection, and --help flag
• .planning/: Updated REQUIREMENTS.md, ROADMAP.md, STATE.md, and added phase summaries and verification report

Notable Implementation Details

• Version comparison: Used sort -V instead of arithmetic to avoid false negatives (e.g., 4.1 >= 3.12 would fail with arithmetic)
• Progress tracking: Line-per-step format in .setup-progress enables resumable setup without complex state management
• Idempotency scope: File-level only (skip or prompt); field-level YAML merging deferred to Phase 3 onboarding wizard
• Non-interactive safety: [ -t 0 ] guards prevent script hangs in CI/cron environments
• Structural validation: verify_directory_structure() runs on both first run and re-run to catch missing subdirectories even when progress file shows completion

Verification

All 5 success criteria met:

• ✓ SC1: First run creates directory structure without errors
• ✓ SC2: Missing deps show exact install commands and exit non-zero
• ✓ SC3: --check-deps-only performs dry-run without filesystem modifications
• ✓ SC4: Second run detects existing config and is idempotent

All 5 requirements satisfied (ONBD-05, ONBD-06, SETUP-01, SETUP-02, SETUP-03).

Integration test: 46 assertions, all passing.

Next Phase

Phase 3 (Onboarding Wizard) can now use the user-profile.yaml template at fin-guru/data/ and the complete fin-guru-private/ directory structure.

https://claude.ai/code/session_01Povov7P1xMFgnNG4V2Jydf

Summary by CodeRabbit

• New Features

  • Enhanced setup script with interactive dependency checking and OS detection.
  • Added resumable progress tracking for interrupted installations.
  • Improved directory and configuration scaffolding with verification.
  • Added CLI support for --check-deps-only and --help flags.
  • Colorized, structured output for better user guidance.

• Tests

  • Expanded integration test coverage validating setup behavior across scenarios.

• Chores

  • Updated project planning documentation and Phase 2 roadmap completion.

[coderabbitai]

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📝 Walkthrough

Walkthrough

Phase 2 (Setup Automation & Dependency Checking) is marked complete with new planning documentation. The setup.sh script is comprehensively rewritten with OS detection, dependency checking with version comparison, interactive installation, resumable progress tracking, and directory/config scaffolding. Integration tests are rewritten to validate all features across five comprehensive scenarios.

Changes

Cohort / File(s)	Summary
Planning Documentation .planning/REQUIREMENTS.md, .planning/ROADMAP.md, .planning/STATE.md, .planning/phases/02-setup-automation/02-01-SUMMARY.md, .planning/phases/02-setup-automation/02-02-SUMMARY.md, .planning/phases/02-setup-automation/02-VERIFICATION.md	Documents Phase 2 completion with requirements status updates, roadmap checkpoints, project state progress metrics (6% completion, 2 plans completed), and detailed summaries of both setup automation sub-plans with verification artifacts.
Setup Script Rewrite setup.sh	Complete rewrite introducing 26+ functions: colorized output helpers, OS/package-manager detection, unified dependency checking with version comparison via sort -V, interactive install prompts, resumable progress tracking via .setup-progress file, directory structure creation and verification, templated config scaffolding (user-profile.yaml), Python dependency installation via uv, and CLI flag support (--check-deps-only, --help). Control flow restructured to coordinate all features in coherent lifecycle.
Integration Test Rewrite tests/integration/test_setup_onboarding_integration.sh	Complete rewrite validating five test scenarios: (1) initial directory/config creation with progress tracking, (2) --check-deps-only flag isolation, (3) idempotent re-run behavior, (4) missing directory detection/recreation, (5) --help output. Adds test harness functions (log_step, log_pass, log_fail) and assertion helpers (assert_dir_exists, assert_grep, etc.) with 46+ assertions and structured reporting.
Git Configuration .gitignore	Adds ignore rule for .setup-progress user-specific progress tracking file.

Sequence Diagram(s)

sequenceDiagram
    actor User
    participant setup.sh
    participant FileSystem
    participant PackageManager
    participant Python

    User->>setup.sh: ./setup.sh (or with --flag)
    
    alt --check-deps-only flag
        setup.sh->>setup.sh: Parse CLI args
        setup.sh->>setup.sh: Detect OS (macos/linux/wsl)
        setup.sh->>setup.sh: Check dependencies (Python 3.12, uv, Bun)
        setup.sh-->>User: Report missing/outdated deps with versions
    else Normal flow
        setup.sh->>FileSystem: Load .setup-progress (resume tracking)
        setup.sh->>setup.sh: Detect OS & package manager
        
        setup.sh->>setup.sh: check_all_deps() for Python, uv, Bun
        
        alt Interactive TTY && missing deps
            setup.sh->>User: prompt_install() - offer to auto-install
            alt User accepts
                setup.sh->>PackageManager: get_install_command() for missing deps
                setup.sh->>PackageManager: Execute install command
                setup.sh->>setup.sh: Re-check dependencies post-install
            end
        end
        
        setup.sh->>FileSystem: create_directory_structure() <br/>(fin-guru-private, data/, docs/, etc.)
        setup.sh->>FileSystem: verify_directory_structure() <br/>(ensure all required dirs exist)
        
        setup.sh->>FileSystem: scaffold_config_files() <br/>(user-profile.yaml, .env, README)
        
        alt pyproject.toml exists
            setup.sh->>Python: install_python_deps() <br/>(uv sync)
            Python-->>setup.sh: Python env ready
        end
        
        setup.sh->>FileSystem: Mark steps complete in .setup-progress
        setup.sh->>User: print_summary() <br/>(report created artifacts & next steps)
    end

Loading

Estimated code review effort

🎯 4 (Complex) | ⏱️ ~50 minutes

Poem

🐰 A burrow of scripts now sings with care,
Dependencies checked, OS-aware,
Progress marks each step along the way,
Scaffolds rise where chaos held sway,
Phase Two complete—onward we hop! 🎉

🚥 Pre-merge checks | ✅ 2 | ❌ 1

❌ Failed checks (1 warning)

Check name	Status	Explanation	Resolution
Docstring Coverage	⚠️ Warning	Docstring coverage is 34.38% which is insufficient. The required threshold is 80.00%.	Write docstrings for the functions missing them to satisfy the coverage threshold.

✅ Passed checks (2 passed)

Check name	Status	Explanation
Description Check	✅ Passed	Check skipped - CodeRabbit’s high-level summary is enabled.
Title check	✅ Passed	The title clearly and specifically summarizes the main objective: completing Phase 2 with setup automation and dependency checking, matching the core changes to setup.sh and supporting documentation.

_{✏️ Tip: You can configure your own custom pre-merge checks in the settings.}

✨ Finishing touches

🧪 Generate unit tests (beta)

• Create PR with unit tests
• Post copyable unit tests in a comment
• Commit unit tests in branch claude/execute-phase-2-cKSy5

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[coderabbitai]

Actionable comments posted: 4

🤖 Fix all issues with AI agents

In @.planning/phases/02-setup-automation/02-01-SUMMARY.md:
- Line 106: Fix the typo in the sentence containing "Note: dev environment has
python3 at 3.11 (python3.12 available separatel) -- the script correctly
identifies this version mismatch" by replacing the truncated word "separatel"
with the correct spelling "separately" in the
.planning/phases/02-setup-automation/02-01-SUMMARY.md content so the full line
reads "(python3.12 available separately)"; save and commit the change.

In @.planning/phases/02-setup-automation/02-02-SUMMARY.md:
- Around line 107-109: The markdown uses asterisks for emphasis on the "Phase:
02-setup-automation" and "Completed: 2026-02-04" lines; replace the surrounding
asterisks with underscores (e.g., change "*Phase: 02-setup-automation*" and
"*Completed: 2026-02-04*" to "_Phase: 02-setup-automation_" and "_Completed:
2026-02-04_") so the emphasis style matches the repo's markdownlint rule; update
both occurrences in the file (the emphasized lines shown) to use underscores.

In `@setup.sh`:
- Around line 155-178: The prompt_install function currently runs eval
"$install_cmd" directly which will trigger set -e aborts and fail on
multi-line/instructional install strings; update prompt_install to first detect
non-simple install strings (e.g., install_cmd containing newlines or
shell-control characters) and skip offering auto-install for those, and when
running install_cmd, execute it with errexit disabled and capture its exit code
(use set +e before eval and restore set -e after, or run in a subshell and check
its return) so failures don’t abort the script; only perform the post-install
checks (the case block that uses command -v for Python/uv/Bun) when the captured
exit code is zero, otherwise show a clear warning and return non-zero.

In `@tests/integration/test_setup_onboarding_integration.sh`:
- Around line 120-135: The probe that runs python3 --version can fail under set
-e when python3 is absent, aborting the script before the fallback; change the
logic to first test for python3 existence (using command -v python3 or similar)
and only run python3 --version if present so
PYTHON3_VERSION/PYTHON3_MAJOR/PYTHON3_MINOR are derived only when python3
exists; if python3 is missing set PYTHON3_VERSION to an empty value or a
sentinel so the subsequent conditional that checks PYTHON3_MAJOR/PYTHON3_MINOR
falls through and attempts the python3.12 fallback (the symbols to update are
PYTHON3_VERSION, PYTHON3_MAJOR, PYTHON3_MINOR and the block that probes python3
--version and decides whether to try python3.12).

[coderabbitai]

⚠️ Potential issue | 🟡 Minor

Fix typo (“separately”).

Line 106 appears to have a truncated word (“separatel”).

✏️ Suggested fix

-- Note: dev environment has python3 at 3.11 (python3.12 available separatel...)
+- Note: dev environment has python3 at 3.11 (python3.12 available separately...)

🧰 Tools

🪛 LanguageTool

[grammar] ~106-~106: Ensure spelling is correct
Context: ...int_summary - Note: dev environment has python3 at 3.11 (python3.12 available separatel...

(QB_NEW_EN_ORTHOGRAPHY_ERROR_IDS_1)

🤖 Prompt for AI Agents

In @.planning/phases/02-setup-automation/02-01-SUMMARY.md at line 106, Fix the
typo in the sentence containing "Note: dev environment has python3 at 3.11
(python3.12 available separatel) -- the script correctly identifies this version
mismatch" by replacing the truncated word "separatel" with the correct spelling
"separately" in the .planning/phases/02-setup-automation/02-01-SUMMARY.md
content so the full line reads "(python3.12 available separately)"; save and
commit the change.

[claude]

Code Review

Found 1 issue:

Bug: eval will fail on multiline install instructions (setup.sh:128)

The get_install_command() function returns a multiline instructional string for the macOS-without-Homebrew case:

printf 'Install Homebrew first:\n  /bin/bash -c ...'

This produces a 4-line string that is later passed to eval "$install_cmd" at setup.sh:169. When eval receives this multiline string, bash will attempt to execute Install as a command (from "Install Homebrew first:"), which will fail.

Root cause: The function returns human-readable instructions that are executed via eval.

Fix: Return a single executable command instead of multi-line instructions.

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Also checked for CLAUDE.md compliance - no issues found.