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feat(console): two-step create-from-archetype — pick, then set up in a dialog - #3631
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…p in a dialog The New agent panel appended the bundle's config_inputs inline below the picker as long mono-muted paragraph labels. Creating from an archetype is now two steps, the same in the New agent panel and the Setup Wizard (one shared picker + one shared set-up form): 1. Pick — the archetype cards only (label, icon, blurb, per-card "What's included"). 2. Set up — a DS Dialog in the New agent panel / its own step in the wizard: the name first (pre-filled from the archetype, deduped against the fleet), then the bundle's config_inputs as real fields (short label + help line, the Settings folder picker for `type: path`, a labelled switch for booleans), and a collapsed Advanced section (MCP inputs / declared secrets + the persona). Back keeps every choice. Bundle config_inputs gain an optional `help:` line (parser -> preview payload -> console), backward compatible: older cores ignore it, long legacy labels still render. Escape on stacked DS dialogs now closes only the top-most layer (folder picker over the set-up dialog over Settings). DS gaps filed: protoContent#520 (stepper), #521 (top-most-only Escape), #522 (RadioCard action slot). Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
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Navigate logical layers of code changes, visualize relationships, and explore their blast radius. WalkthroughThe archetype creation flow now separates archetype selection from setup in New Agent and Setup Wizard. Shared controls support bundle configuration, optional help text, Advanced inputs, and persona editing. Required answers gate progression or creation, and setup values persist when returning to the picker. ChangesArchetype setup
Priority: ➖ Normal Estimated code review effort: 4 (Complex) | ~60 minutes Sequence Diagram(s)sequenceDiagram
participant User
participant ArchetypePicker
participant NewAgentPanel
participant ArchetypeSetupForm
participant createAgentBody
participant AgentAPI
User->>ArchetypePicker: Select archetype
ArchetypePicker->>NewAgentPanel: Report selection
NewAgentPanel->>ArchetypeSetupForm: Open setup with archetype data
User->>ArchetypeSetupForm: Enter name and setup answers
ArchetypeSetupForm->>NewAgentPanel: Submit setup
NewAgentPanel->>createAgentBody: Build creation payload
createAgentBody->>NewAgentPanel: Return payload
NewAgentPanel->>AgentAPI: Submit creation request
Merge Risk: 🔵 Low · up to Fast navigation can leave wizard users needing to go back, and fast submission can produce a failed New Agent creation. Both have straightforward loading guards. The accessibility concern still needs component-level confirmation; these bounded issues warrant owner awareness before merging. Security Architecture ReviewSecurity architecture risk: 🔵 Low · up to The new setup flow reaches agent creation and host plugin installation, but the reviewed server controls still enforce required bundle answers and plugin-source consent. No material security regression was established. Preview failures and interrupted installation remain recovery concerns. Retained concerns Security review detailsSecurity Blast Radius
Trust Boundaries and Controls
Resilience and Maintainability Implications
Hardening Proposals
🚥 Pre-merge checks | ✅ 4 | ❌ 1❌ Failed checks (1 warning)
✅ Passed checks (4 passed)
Full details: Docstring CoverageExplanation Docstring coverage is 48.78% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 41 functions across 22 files. (6 skipped: 6 unsupported.)
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…sona editor shows Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
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QA panel review — PASS
code-review-structural · head 6c59a5def294 · formal
Both findings were tool-sourced (protopatch) and both were refuted by the verifier against the file at head SHA 6c59a5d. The first claimed missing optional chaining in hydrateState; the code already uses ?. on every cited field. The second claimed a timer leak in withTimeout; the code already clears the timer via .finally(() => clearTimeout(timer)). No surviving defects. No prior requests to account for. Verification covered both findings (annotated n=2); no gaps.
No findings — the review came back clean.
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Actionable comments posted: 3
- 🪄 Fix CodeRabbit comments on this PR
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Inline comments:
In `@apps/web/src/settings/NewAgentPanel.tsx`:
- Around line 97-125: Update the Create eligibility check in NewAgentPanel to
require preview loading to finish before enabling submission, alongside the
existing name, required-config, and pending checks. Ensure both the Create
button and Enter submission use this shared eligibility check so createAgentBody
cannot run with unresolved preview fields.
In `@apps/web/src/setup/ArchetypeConfigField.tsx`:
- Around line 65-79: Update renderField and ArchetypeConfigField so non-boolean
fields receive the hint’s ID as describedBy, then forward it through the
PathPicker and SecretInput branches. Add describedBy support to PathPicker and
ensure each widget’s control sets aria-describedby to the exact ID of the
rendered FormField hint.
In `@apps/web/src/setup/SetupWizard.tsx`:
- Line 1053: Update the Next button’s disabled condition in SetupWizard so the
setup step remains blocked while a selected archetype’s bundle peek is loading,
in addition to the existing missingHard check. Use pickedArchetype.bundle and
archetypePeek.isLoading, preserving the current behavior when no bundle is
selected or loading is complete.
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📒 Files selected for processing (28)
apps/web/e2e/fixtures.mjsapps/web/e2e/fleet.spec.tsapps/web/e2e/new-agent.mobile.spec.tsapps/web/e2e/setup-wizard.spec.tsapps/web/src/app/theme.cssapps/web/src/lib/archetypeConfig.tsapps/web/src/lib/archetypeFlow.test.tsapps/web/src/lib/archetypeFlow.tsapps/web/src/lib/overlayStack.test.tsapps/web/src/lib/overlayStack.tsapps/web/src/lib/pickerCopy.test.tsapps/web/src/lib/pickerCopy.tsapps/web/src/lib/types.tsapps/web/src/settings/NewAgentPanel.tsxapps/web/src/settings/SettingsOverlay.tsxapps/web/src/settings/__tests__/NewAgentPanel.test.tsapps/web/src/setup/ArchetypeConfigField.tsxapps/web/src/setup/ArchetypePicker.tsxapps/web/src/setup/ArchetypeSetupForm.tsxapps/web/src/setup/SetupWizard.test.tsapps/web/src/setup/SetupWizard.tsxchangelog.d/3631.changed.mddocs/adr/0040-plugin-bundles.mddocs/guides/bundles.mddocs/guides/fleet.mdexamples/bundles/template/protoagent.bundle.yamlgraph/plugins/installer.pytests/test_plugin_installer.py
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… >= 0.183.0) (#3) * feat: short config_inputs labels with the explanation in `help` "A local repo to start in (absolute path; optional — it is registered as a project and the terminal opens there)" and "Let the agent write to GitHub when you ask (…). Off = read-only" rendered as long paragraph labels in the set-up step. The labels are now "Start in a local repo" / "Allow GitHub writes", with the explanations moved to the new optional `help:` line (protoLabsAI/protoAgent#3631). Backward compatible: cores that predate `help` ignore it and show the short label. Hold the merge/tag until the core release carrying #3631 ships. Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com> * chore: verified against protoAgent 0.183.0; state the core floor for `help` (>= 0.183.0) Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com> * docs: the last stale "Configure toggle" comment names the set-up switch Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
1 participant
What
Josh: "this configure section getting appended here is lame.. it should be a dialog that appears when you've created the archetype. in fact lets save the name and config for a separate step after the archetype is picked".
Creating an agent from an archetype is now two steps, identical in both entry points — the New agent panel (Settings ▸ Fleet) and the Setup Wizard — via one shared picker and one shared set-up form:
setup/ArchetypePicker.tsx) — the archetype cards only: label, icon, blurb, and a per-card What's included →. Advanced-tier cards stay under "Advanced (N)". No name, no config. Next advances.setup/ArchetypeSetupForm.tsx) — a DSDialogover the New agent panel; its own step in the wizard (welcome → pick → set up → brain → finish):engineer,engineer-2), validated as before.config_inputsas real DS form fields: short label + help line in the regular UI font;type: path→ the Settings folder picker (PathPicker, server-side/api/fs/browse); booleans → a labelled switch; delegates → the acp-only dropdown as before. "Optional — leave blank to use this host's environment" is said once, above the group.Flow state is a pure reducer (
lib/archetypeFlow.ts): pick / next / back / setName / setValue / setSoul +suggestedAgentName+createAgentBody. The old "collapse Configure = don't send inputs" semantics are gone: whatever the operator typed is sent, blanks are dropped (env/default fallthrough unchanged).config_inputs[].help(new, optional)graph/plugins/installer.py::normalize_config_inputskeeps a trimmed non-blankhelp:; it flows through the archetype preview payload to the console. Backward compatible: older cores ignorehelp(the normalizer only copies known keys), and a bundle with a long self-explaininglabelstill renders as before. Docs:docs/guides/bundles.md, template manifest, ADR 0040 shape comment, fleet guide.Companion bundle PR (Engineer labels →
Start in a local repo/Allow GitHub writes, explanations moved tohelp): protoLabsAI/engineer-archetype#3 (draft) — hold until this core change is released.Stacked-dialog Escape
With the set-up dialog over Settings and the folder picker over the set-up dialog, one Escape used to dismiss every layer (DS
Dialogcloses on every Escape).lib/overlayStack.ts::isTopmostOverlay+ window-capture sampling (the #2466 pattern) — Escape now closes only the top-most layer; Settings also stays put while a dialog is stacked above it.DS gaps filed (ds-contribute-back loop)
overlayStack.tsis the interim).Screenshots
Captured locally from the e2e mock (light + dark, desktop + phone) — attached in the thread: step 1 picker, step 2 set-up dialog, step 2 with Advanced open, step 2 with the folder picker open, wizard pick + set-up steps, phone step 1 + step 2.
Tests
lib/archetypeFlow.test.ts(transitions, Back keeps values, re-pick semantics, Create payload = name + config answers + advanced inputs + persona + contract),settings/__tests__/NewAgentPanel.test.ts(rewritten for the two steps),setup/SetupWizard.test.ts(the shared components in the wizard),lib/overlayStack.test.ts,lib/pickerCopy.test.ts.fleet.spec.ts+setup-wizard.spec.tsrewritten for pick → set up (help lines, folder picker pick, switch, Back keeps answers, Escape layering, hard gate, payloads); newnew-agent.mobile.spec.ts(iPhone 13 profile: dialog fits, foot in viewport, no sideways scroll; wizard set-up step). Mock PM fixture now carrieshelpon its path + boolean inputs.test_normalize_config_inputs_keeps_optional_help.Gates (local)
ruff check .— pass ·lint-imports— 4 kept, 0 brokenpytest tests/— 10149 passed, 16 skippedscripts/live_smoke.py— LIVE SMOKE PASSEDnpm run test:unit— 208 files / 2397 tests pass ·npm run build— okplaywright test(full, desktop + mobile) — 487 passed; re-ran the touched specs after the last commit — 38 passedDRAFT — UI layout work: Josh tests locally before merge. Auto-merge OFF.
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