Guided /setup onboarding: team, roles, AI, integrations, backfill

[Modsofthenation]

Summary

Empty workspaces now go through a guided /setup flow instead of a thin Home checklist that dumped people onto disconnected pages.

Rebased onto latest main (includes Roles UX, section-nav contrast, and Cursor Cloud Agents). Setup → AI offers Cloud Agents + OpenAI-compatible as separate providers.

Flow

1. Team — confirm EM, add directs (or CSV)
2. Roles — assign-first matrix against the seeded PE ladder; catalog browse is secondary/advanced
3. AI — Anthropic / OpenAI / Cursor Cloud Agents / OpenAI-compatible / Ollama, or Skip
4. Integrations — Jira / Bitbucket / GitHub / Linear with credential guides + save/test, or Skip
5. Backfill — progress bar across directs; quick achievement/feedback capture, or Skip
6. Done — command center or create a cycle

Also

• PUT /api/onboarding + richer GET /api/onboarding
• POST /api/roles/assign-bulk
• Demo seed marks onboarding complete; existing workspaces without an onboarding flag are not forced back into setup

Verification

• pnpm --filter @prm/{shared,api,ui} typecheck after rebase

  

Summary by CodeRabbit

• New Features
  • Added guided workspace setup for team creation, role assignment, optional AI configuration, integrations, and evidence backfill.
  • Added support for importing people and assigning roles in bulk.
  • Added integrations setup for Jira, Bitbucket, GitHub, and Linear, including connection testing.
  • Added progress tracking, step skipping, and the ability to resume setup later.
• Improvements
  • Empty workspaces now remain in setup until completed or skipped.
  • Demo workspaces open as already configured.
  • Updated setup guidance and responsive styling for smaller screens.

[coderabbitai]

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Review details

⚙️ Run configuration

Configuration used: defaults

Review profile: CHILL

Plan: Pro Plus

Run ID: adfe3dad-0a16-42d0-9bd1-daa5197756cd

📥 Commits

Reviewing files that changed from the base of the PR and between 0475e98 and caaa60b.

📒 Files selected for processing (11)

• CHANGELOG.md
• apps/api/src/featureRoutes.ts
• apps/api/src/index.ts
• apps/api/src/seed.ts
• apps/api/src/workspaceSettings.ts
• apps/ui/src/App.tsx
• apps/ui/src/components/OnboardingWizard.tsx
• apps/ui/src/pages/SetupPage.tsx
• apps/ui/src/pages/UnlockPage.tsx
• apps/ui/src/styles.css
• packages/shared/src/index.ts

📝 Walkthrough

Walkthrough

Added guided workspace onboarding with persisted progress, readiness detection, role assignment, optional AI and integrations, evidence backfill, skip support, and setup routing. Seeded workspaces start complete.

Changes

Workspace onboarding

Layer / File(s)	Summary
Onboarding state and persistence apps/api/src/workspaceSettings.ts, packages/shared/src/index.ts, apps/api/src/index.ts, apps/api/src/seed.ts, CHANGELOG.md	Added typed onboarding state, skipped-step persistence, empty-workspace defaults, and completed state for seeded workspaces.
Readiness and role assignment apps/api/src/featureRoutes.ts, apps/api/src/index.ts	The onboarding API checks people, roles, AI, integrations, and evidence. A new endpoint persists onboarding state. Bulk role assignment validates up to 100 assignments and reports saved items and errors.
Application routing and resume state apps/ui/src/App.tsx, apps/ui/src/components/OnboardingWizard.tsx	The application redirects incomplete workspaces to /setup. The onboarding panel displays progress and links back to setup.
Guided setup workflow and presentation apps/ui/src/pages/SetupPage.tsx, apps/ui/src/UnlockPage.tsx, apps/ui/src/styles.css	Added setup steps for team creation, roles, AI, integrations, evidence, and completion, with persistence, validation, skip controls, provider forms, and responsive styling.

Estimated code review effort: 4 (Complex) | ~60 minutes

Sequence Diagram(s)

sequenceDiagram
  participant WorkspaceApp
  participant SetupPage
  participant OnboardingAPI
  participant Database
  WorkspaceApp->>OnboardingAPI: GET /api/onboarding
  OnboardingAPI->>Database: Read onboarding readiness
  Database-->>OnboardingAPI: Return workspace metrics
  OnboardingAPI-->>WorkspaceApp: Return onboarding status
  WorkspaceApp->>SetupPage: Redirect incomplete workspace
  SetupPage->>OnboardingAPI: Save step or skipped state
  OnboardingAPI->>Database: Persist onboarding state
  Database-->>OnboardingAPI: Confirm saved state

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Possibly related PRs

• Modsofthenation/PerformanceReviewManager#60: Both changes modify empty-workspace onboarding and workspace state handling.
• Modsofthenation/PerformanceReviewManager#61: Both changes modify workspace setup and role-assignment flows.

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/onboarding-setup-wizard-ebae

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