Fix desktop AI failures and streamline empty-workspace setup

[Modsofthenation]

Summary

Two product issues on packaged desktop:

1. AI “fetch failed” — Settings treated Cursor dashboard keys (crsr_…) as a chat API and defaulted to a dead local gateway (127.0.0.1:18789). Test connection also gave little/no visible feedback.
2. Empty-workspace setup felt scattered — Home showed an empty command center plus duplicate “add team” banners.

AI fixes

• Honest provider labeling: OpenAI-compatible (custom URL); docs state crsr_ keys are Cloud Agents only
• No silent 18789 default — require an explicit gateway URL (or use Anthropic / OpenAI / Ollama)
• Network errors include the URL tried and a clear next step
• Test AI connection now saves settings first, shows busy state, and surfaces success/failure in color near the header and form

Onboarding fixes

• Empty create: optional Your name (EM) seeds the roster
• Single Get set up checklist on Home (team → cycle → write)
• Hide empty command-center chrome until people + cycle exist
• Team empty state focused on EM → directs / CSV

How to use AI after this

Prefer Anthropic, OpenAI, or Ollama. Only use OpenAI-compatible if you already run a /v1/chat/completions gateway.

Test plan

• pnpm --filter @prm/api test
• pnpm --filter @prm/api typecheck
• pnpm --filter @prm/ui typecheck
• Desktop: Settings → enable Anthropic/OpenAI → Save → Test (expect visible OK/fail)
• Desktop: Cursor/crsr_ alone → expect clear error (not opaque “fetch failed”)
• Empty workspace create with EM name → Home setup checklist → add directs on Team

  

Summary by CodeRabbit

• New Features

  • Added a streamlined onboarding checklist for setting up a team, creating cycles, and entering the command center.
  • Empty workspaces can optionally create an initial engineering manager.
  • Added clearer roster actions for adding people, importing CSV data, and completing team setup.
  • Added richer AI connection testing with provider, URL, and status details.

• Improvements

  • AI settings now support custom OpenAI-compatible gateways and clearer configuration guidance.
  • Improved AI error messages and disabled-provider guidance.
  • Updated Cursor-compatible defaults and connection behavior.

• Documentation

  • Updated AI integration and feature documentation for custom gateways and Cursor key usage.

[coderabbitai]

Caution

Review failed

The pull request is closed.

ℹ️ Recent review info

⚙️ Run configuration

Configuration used: defaults

Review profile: CHILL

Plan: Pro Plus

Run ID: 1725674d-25c0-49cc-8385-dee7c397b784

📥 Commits

Reviewing files that changed from the base of the PR and between c27a8de and 6a66ca1.

📒 Files selected for processing (11)

• CHANGELOG.md
• apps/api/src/ai.cursor.test.ts
• apps/api/src/ai.ts
• apps/api/src/index.ts
• apps/ui/src/components/OnboardingWizard.tsx
• apps/ui/src/pages/HomePage.tsx
• apps/ui/src/pages/SettingsPage.tsx
• apps/ui/src/pages/TeamPage.tsx
• apps/ui/src/pages/UnlockPage.tsx
• docs/ai/AI_INTEGRATION.md
• docs/product/FEATURES.md

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📝 Walkthrough

Walkthrough

The API now handles AI gateway resolution, provider errors, and connection-test results. The UI updates AI settings and empty-workspace onboarding. Workspace initialization can create an Engineering Manager from an optional name.

Changes

AI provider configuration and testing

Layer / File(s)	Summary
AI provider resolution and error handling apps/api/src/ai.ts, apps/api/src/ai.cursor.test.ts	AI requests now normalize fetch failures. Cursor requires a compatible base URL and uses gpt-4o-mini. Tests cover URL resolution.
AI settings and provider test integration apps/api/src/index.ts, apps/ui/src/pages/SettingsPage.tsx, docs/ai/AI_INTEGRATION.md, docs/product/FEATURES.md, CHANGELOG.md	The API reports provider and attempted URLs. Settings saves before testing, prevents duplicate tests, and displays status. Documentation describes OpenAI-compatible gateways and Cursor key limits.

Workspace onboarding

Layer / File(s)	Summary
Empty-workspace initialization and guided setup apps/api/src/index.ts, apps/ui/src/pages/UnlockPage.tsx, apps/ui/src/components/OnboardingWizard.tsx, apps/ui/src/pages/HomePage.tsx, apps/ui/src/pages/TeamPage.tsx	Initialization accepts an optional EM name and creates the initial person. The UI provides checklist-based setup, roster guidance, and reduced command-center prompts during onboarding.

Estimated code review effort: 4 (Complex) | ~45 minutes

Possibly related PRs

• Modsofthenation/Widget-generator-EdgeTX#66: Both changes update AI error handling and Cursor base-URL behavior.
• Modsofthenation/PerformanceReviewManager#40: Both changes update AI connection testing in SettingsPage.tsx.

Suggested reviewers: cursoragent

✨ Finishing Touches

📝 Generate docstrings

• Create stacked PR
• Commit on current branch

🧪 Generate unit tests (beta)

• Create PR with unit tests
• Commit unit tests in branch cursor/fix-desktop-ai-onboarding-ebae

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