Merge pull request #125 from christianlouis/codex/setup-onboarding-ui
[codex] add guided setup onboarding
This commit is contained in:
Christian Krakau-Louis
+263
-175
@@ -3,205 +3,293 @@
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>Setup – {{ app_name }}</title>
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<title>Setup - {{ app_name }}</title>
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<link rel="icon" type="image/x-icon" href="/static/img/favicon.ico">
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<link rel="icon" type="image/png" sizes="32x32" href="/static/img/favicon-32x32.png">
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<link rel="icon" type="image/png" sizes="16x16" href="/static/img/favicon-16x16.png">
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<link rel="apple-touch-icon" sizes="180x180" href="/static/img/apple-touch-icon.png">
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<link href="https://fonts.googleapis.com/css2?family=Montserrat:wght@400;500;600;700&family=Open+Sans:wght@400;500;600&display=swap" rel="stylesheet">
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.12.24/dist/full.css" rel="stylesheet" type="text/css"/>
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<style>[x-cloak] { display: none !important; }</style>
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</head>
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<body class="min-h-screen bg-base-200 font-sans antialiased">
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<div class="max-w-3xl mx-auto px-4 py-12">
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<!-- Logo / brand -->
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<div class="text-center mb-10">
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<a href="/" class="inline-flex items-center gap-3">
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<img src="/static/img/monogram_light.png" alt="{{ app_name }} logo" class="w-12 h-12">
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<span class="text-3xl font-bold text-primary font-heading">{{ app_name }}</span>
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</a>
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<h1 class="mt-3 text-2xl font-semibold">First-run Setup</h1>
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<p class="mt-1 text-base-content/60 text-sm">Configure Logto to enable user authentication.</p>
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</div>
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{% if logto_configured %}
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<!-- Already configured -->
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<div class="card bg-base-100 shadow-xl mb-8">
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<div class="card-body">
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<div role="alert" class="alert alert-success">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 13l4 4L19 7"/>
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</svg>
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<div>
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<p class="font-semibold">Logto is configured!</p>
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<p class="text-sm">Authentication is ready. You can now
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<a href="/login" class="link link-success font-medium">sign in</a>.
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</p>
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</div>
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</div>
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<div class="min-h-screen" x-data="setupWizard()" x-init="init()" x-cloak>
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<header class="border-b border-base-300 bg-base-100">
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<div class="mx-auto flex max-w-6xl items-center justify-between px-4 py-4">
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<a href="/" class="inline-flex items-center gap-3">
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<img src="/static/img/monogram_light.png" alt="{{ app_name }} logo" class="h-10 w-10">
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<span class="font-heading text-2xl font-bold text-primary">{{ app_name }}</span>
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</a>
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<a x-show="complete" href="/login" class="btn btn-primary btn-sm">Sign in</a>
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</div>
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</div>
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{% endif %}
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</header>
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<!-- Step-by-step guide -->
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<div class="space-y-6">
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<!-- Step 1 -->
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<div class="card bg-base-100 shadow">
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<div class="card-body">
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<h2 class="card-title text-lg">
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<span class="badge badge-primary badge-lg mr-2">1</span>
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Deploy or sign up for Logto
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</h2>
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<p class="text-sm text-base-content/70">
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Choose one of the options below. Both are free to start.
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<main class="mx-auto grid max-w-6xl grid-cols-1 gap-6 px-4 py-8 lg:grid-cols-[minmax(0,1fr)_22rem]">
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<section class="min-w-0 space-y-6">
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<div>
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<h1 class="text-3xl font-semibold text-base-content">First-run setup</h1>
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<p class="mt-2 max-w-2xl text-sm leading-6 text-base-content/70">
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Save the basic settings DMARQ needs before the dashboard is used.
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</p>
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<div class="grid grid-cols-1 sm:grid-cols-2 gap-4 mt-2">
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<div class="border border-base-300 rounded-lg p-4 space-y-2">
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<p class="font-semibold text-sm">☁️ Logto Cloud (recommended)</p>
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<p class="text-xs text-base-content/60">
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Sign up at
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<a href="https://cloud.logto.io" target="_blank" rel="noopener" class="link link-primary">cloud.logto.io</a>.
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The free tier supports unlimited users.
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</p>
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</div>
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<div class="card bg-base-100 shadow">
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<div class="card-body gap-6">
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<ol class="grid gap-3 sm:grid-cols-3" aria-label="Setup progress">
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<template x-for="step in steps" :key="step.id">
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<li class="flex items-center gap-3 rounded-lg border border-base-300 p-3"
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:class="stepClass(step.id)">
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<span class="flex h-8 w-8 shrink-0 items-center justify-center rounded-full text-sm font-semibold"
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:class="stepBadgeClass(step.id)"
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x-text="step.id"></span>
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<span class="min-w-0">
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<span class="block text-sm font-semibold" x-text="step.title"></span>
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<span class="block truncate text-xs text-base-content/60" x-text="step.detail"></span>
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</span>
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</li>
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</template>
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</ol>
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<div x-show="statusLoading" class="flex items-center gap-3 rounded-lg bg-base-200 p-4">
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<span class="loading loading-spinner loading-sm"></span>
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<span class="text-sm text-base-content/70">Checking setup status...</span>
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</div>
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<div class="border border-base-300 rounded-lg p-4 space-y-2">
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<p class="font-semibold text-sm">🐳 Self-hosted (Docker)</p>
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<p class="text-xs text-base-content/60">
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Add Logto to your <code class="font-mono">docker-compose.yml</code>
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(see the
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<a href="https://docs.logto.io/docs/recipes/deployment/" target="_blank" rel="noopener" class="link link-primary">Logto deployment guide</a>).
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</p>
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<div x-show="error" role="alert" class="alert alert-error">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v4m0 4h.01M10.29 3.86 1.82 18a2 2 0 0 0 1.71 3h16.94a2 2 0 0 0 1.71-3L13.71 3.86a2 2 0 0 0-3.42 0z"/>
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</svg>
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<span x-text="error"></span>
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</div>
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<form x-show="!statusLoading && currentStep === 1" @submit.prevent="submitAdmin" class="space-y-5">
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<div>
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<h2 class="text-xl font-semibold">Admin contact</h2>
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<p class="mt-1 text-sm text-base-content/60">This contact is saved with the setup record.</p>
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</div>
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<div class="grid gap-4 sm:grid-cols-2">
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<label class="form-control">
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<span class="label-text font-medium">Email</span>
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<input x-model.trim="admin.email" type="email" required autocomplete="email" class="input input-bordered">
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</label>
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<label class="form-control">
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<span class="label-text font-medium">Username</span>
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<input x-model.trim="admin.username" type="text" required autocomplete="username" class="input input-bordered">
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</label>
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<label class="form-control">
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<span class="label-text font-medium">Password</span>
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<input x-model="admin.password" type="password" required autocomplete="new-password" class="input input-bordered">
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</label>
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<label class="form-control">
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<span class="label-text font-medium">Confirm password</span>
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<input x-model="admin.confirmPassword" type="password" required autocomplete="new-password" class="input input-bordered">
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</label>
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</div>
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<div class="flex justify-end">
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<button type="submit" class="btn btn-primary" :disabled="saving">
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<span x-show="saving" class="loading loading-spinner loading-xs"></span>
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Continue
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</button>
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</div>
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</form>
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<form x-show="!statusLoading && currentStep === 2" @submit.prevent="submitSystem" class="space-y-5">
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<div>
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<h2 class="text-xl font-semibold">System settings</h2>
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<p class="mt-1 text-sm text-base-content/60">These values are stored in the application settings.</p>
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</div>
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<div class="grid gap-4 sm:grid-cols-2">
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<label class="form-control">
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<span class="label-text font-medium">Application name</span>
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<input x-model.trim="system.app_name" type="text" required class="input input-bordered">
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</label>
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<label class="form-control">
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<span class="label-text font-medium">Base URL</span>
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<input x-model.trim="system.base_url" type="url" required class="input input-bordered">
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</label>
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</div>
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<div class="flex justify-between gap-3">
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<button type="button" class="btn btn-ghost" @click="currentStep = 1" :disabled="saving">Back</button>
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<button type="submit" class="btn btn-primary" :disabled="saving">
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<span x-show="saving" class="loading loading-spinner loading-xs"></span>
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Finish setup
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</button>
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</div>
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</form>
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<div x-show="!statusLoading && complete" class="space-y-5">
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<div role="alert" class="alert alert-success">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="m5 13 4 4L19 7"/>
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</svg>
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<div>
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<p class="font-semibold">Setup is complete.</p>
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<p class="text-sm" x-text="message || 'DMARQ is ready for sign-in and report ingestion.'"></p>
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</div>
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</div>
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<div class="flex flex-wrap gap-3">
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<a href="/login" class="btn btn-primary">Sign in</a>
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<a href="/" class="btn btn-outline">Open dashboard</a>
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</div>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- Step 2 -->
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<div class="card bg-base-100 shadow">
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<div class="card-body">
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<h2 class="card-title text-lg">
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<span class="badge badge-primary badge-lg mr-2">2</span>
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Create a "Traditional Web" application in Logto
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</h2>
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<ol class="list-decimal list-inside text-sm text-base-content/70 space-y-1 mt-1">
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<li>Open the <strong>Logto Console</strong> → <em>Applications</em> → <em>Create application</em>.</li>
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<li>Choose <strong>Traditional Web</strong>.</li>
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<li>Enter a name, e.g. <em>DMARQ</em>.</li>
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<li>
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Set the <strong>Redirect URI</strong> to:<br>
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<code class="font-mono bg-base-200 px-2 py-0.5 rounded text-xs break-all">
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<your-dmarq-url>/api/v1/auth/callback
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</code>
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</li>
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<li>
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Set the <strong>Post Sign-out Redirect URI</strong> to:<br>
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<code class="font-mono bg-base-200 px-2 py-0.5 rounded text-xs break-all">
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<your-dmarq-url>/login
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</code>
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</li>
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<li>Save and note the <strong>App ID</strong> and <strong>App Secret</strong>.</li>
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</ol>
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</div>
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</div>
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<!-- Step 3 -->
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<div class="card bg-base-100 shadow">
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<div class="card-body">
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<h2 class="card-title text-lg">
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<span class="badge badge-primary badge-lg mr-2">3</span>
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Set environment variables and restart {{ app_name }}
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</h2>
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<p class="text-sm text-base-content/70 mb-3">
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Add the following to your <code class="font-mono">.env</code> file or Docker environment:
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</p>
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<div class="mockup-code text-xs">
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<pre><code># Logto endpoint – the base URL of your Logto instance
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LOGTO_ENDPOINT=https://<your-tenant>.logto.app
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# Application credentials from the Logto Console
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LOGTO_APP_ID=<your-app-id>
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LOGTO_APP_SECRET=<your-app-secret>
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# Optional: override the callback URL (defaults to <base_url>/api/v1/auth/callback)
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# LOGTO_REDIRECT_URI=https://dmarc.example.com/api/v1/auth/callback</code></pre>
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</div>
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<div role="alert" class="alert alert-info mt-4 text-sm">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M12 2a10 10 0 100 20A10 10 0 0012 2z"/>
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</svg>
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<p>
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For Docker Compose, set these in the <code class="font-mono">environment:</code> section
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of the <em>backend</em> service and run <code class="font-mono">docker compose up -d --force-recreate</code>.
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<aside class="min-w-0 space-y-6">
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<div class="card bg-base-100 shadow">
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<div class="card-body">
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<h2 class="card-title text-lg">Authentication</h2>
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{% if logto_configured %}
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<div role="alert" class="alert alert-success py-3 text-sm">
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<span>Logto is configured.</span>
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</div>
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{% else %}
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<p class="text-sm leading-6 text-base-content/70">
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Configure Logto after setup to enable user sign-in.
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</p>
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<div class="mockup-code mt-2 text-xs">
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<pre><code>LOGTO_ENDPOINT=https://tenant.logto.app</code></pre>
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<pre><code>LOGTO_APP_ID=...</code></pre>
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<pre><code>LOGTO_APP_SECRET=...</code></pre>
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</div>
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{% endif %}
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</div>
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</div>
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</div>
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<!-- Step 4 -->
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<div class="card bg-base-100 shadow">
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||||
<div class="card-body">
|
||||
<h2 class="card-title text-lg">
|
||||
<span class="badge badge-primary badge-lg mr-2">4</span>
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(Optional) Add authentication providers in Logto
|
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</h2>
|
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<p class="text-sm text-base-content/70">
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Logto lets you enable social providers (Google, GitHub, Microsoft, …),
|
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SMS / email passwordless, and multi-factor authentication entirely through
|
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its console – no code changes needed in {{ app_name }}.
|
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</p>
|
||||
<p class="text-sm text-base-content/70 mt-2">
|
||||
See the
|
||||
<a href="https://docs.logto.io/docs/recipes/configure-connectors/" target="_blank" rel="noopener" class="link link-primary">Logto connector docs</a>
|
||||
for details.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Alternative: disable auth entirely -->
|
||||
<div class="card bg-base-100 shadow border border-warning/40">
|
||||
<div class="card-body">
|
||||
<h2 class="card-title text-lg text-warning">
|
||||
<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5" fill="none" viewBox="0 0 24 24" stroke="currentColor">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01M10.29 3.86L1.82 18a2 2 0 001.71 3h16.94a2 2 0 001.71-3L13.71 3.86a2 2 0 00-3.42 0z"/>
|
||||
</svg>
|
||||
Alternative: disable authentication entirely
|
||||
</h2>
|
||||
<p class="text-sm text-base-content/70">
|
||||
If you're running {{ app_name }} locally or behind a trusted reverse proxy that
|
||||
already handles authentication, you can skip Logto and grant everyone full access
|
||||
by setting:
|
||||
</p>
|
||||
<div class="mockup-code text-xs mt-2">
|
||||
<pre><code>AUTH_DISABLED=true</code></pre>
|
||||
</div>
|
||||
<div role="alert" class="alert alert-warning mt-3 text-sm">
|
||||
<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01M10.29 3.86L1.82 18a2 2 0 001.71 3h16.94a2 2 0 001.71-3L13.71 3.86a2 2 0 00-3.42 0z"/>
|
||||
</svg>
|
||||
<p>
|
||||
<strong>Never</strong> set <code class="font-mono">AUTH_DISABLED=true</code> on a
|
||||
publicly reachable instance. Anyone with network access will have full admin access.
|
||||
</p>
|
||||
<div class="card bg-base-100 shadow">
|
||||
<div class="card-body">
|
||||
<h2 class="card-title text-lg">Next steps</h2>
|
||||
<ul class="space-y-3 text-sm text-base-content/70">
|
||||
<li class="flex gap-2">
|
||||
<span class="mt-1 h-2 w-2 rounded-full bg-primary"></span>
|
||||
<span>Add a mail source from the Mail Sources page.</span>
|
||||
</li>
|
||||
<li class="flex gap-2">
|
||||
<span class="mt-1 h-2 w-2 rounded-full bg-secondary"></span>
|
||||
<span>Import DMARC reports from Gmail, IMAP, upload, or webhook.</span>
|
||||
</li>
|
||||
<li class="flex gap-2">
|
||||
<span class="mt-1 h-2 w-2 rounded-full bg-accent"></span>
|
||||
<span>Use DNS health checks to review SPF, DKIM, and DMARC records.</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{% if logto_configured %}
|
||||
<div class="text-center mt-4">
|
||||
<a href="/login" class="btn btn-primary btn-lg">Go to Sign-in</a>
|
||||
</div>
|
||||
{% endif %}
|
||||
|
||||
</div><!-- /space-y-6 -->
|
||||
</aside>
|
||||
</main>
|
||||
</div>
|
||||
|
||||
<script>
|
||||
(function () {
|
||||
if (localStorage.getItem('darkMode') === 'true') {
|
||||
document.documentElement.setAttribute('data-theme', 'dmarqdark');
|
||||
}
|
||||
})();
|
||||
function setupWizard() {
|
||||
return {
|
||||
statusLoading: true,
|
||||
saving: false,
|
||||
currentStep: 1,
|
||||
complete: false,
|
||||
error: '',
|
||||
message: '',
|
||||
steps: [
|
||||
{ id: 1, title: 'Admin', detail: 'Contact details' },
|
||||
{ id: 2, title: 'System', detail: 'Name and URL' },
|
||||
{ id: 3, title: 'Ready', detail: 'Start using DMARQ' },
|
||||
],
|
||||
admin: {
|
||||
email: '',
|
||||
username: '',
|
||||
password: '',
|
||||
confirmPassword: '',
|
||||
},
|
||||
system: {
|
||||
app_name: {{ app_name | tojson }},
|
||||
base_url: window.location.origin,
|
||||
},
|
||||
async init() {
|
||||
this.applyTheme();
|
||||
try {
|
||||
const response = await fetch('/api/v1/setup/status');
|
||||
if (!response.ok) {
|
||||
throw new Error('Could not load setup status.');
|
||||
}
|
||||
const status = await response.json();
|
||||
this.system.app_name = status.app_name || this.system.app_name;
|
||||
this.complete = Boolean(status.is_setup_complete);
|
||||
this.currentStep = this.complete ? 3 : 1;
|
||||
} catch (err) {
|
||||
this.error = err.message || 'Could not load setup status.';
|
||||
} finally {
|
||||
this.statusLoading = false;
|
||||
}
|
||||
},
|
||||
applyTheme() {
|
||||
if (localStorage.getItem('darkMode') === 'true') {
|
||||
document.documentElement.setAttribute('data-theme', 'dmarqdark');
|
||||
}
|
||||
},
|
||||
stepClass(stepId) {
|
||||
if (this.complete && stepId === 3) return 'border-success bg-success/10';
|
||||
if (stepId === this.currentStep) return 'border-primary bg-primary/10';
|
||||
if (stepId < this.currentStep) return 'border-success bg-success/10';
|
||||
return 'border-base-300 bg-base-100';
|
||||
},
|
||||
stepBadgeClass(stepId) {
|
||||
if (this.complete && stepId === 3) return 'bg-success text-success-content';
|
||||
if (stepId === this.currentStep) return 'bg-primary text-primary-content';
|
||||
if (stepId < this.currentStep) return 'bg-success text-success-content';
|
||||
return 'bg-base-200 text-base-content/70';
|
||||
},
|
||||
async submitAdmin() {
|
||||
this.error = '';
|
||||
if (this.admin.password !== this.admin.confirmPassword) {
|
||||
this.error = 'Passwords do not match.';
|
||||
return;
|
||||
}
|
||||
await this.save('/api/v1/setup/admin', {
|
||||
email: this.admin.email,
|
||||
username: this.admin.username,
|
||||
password: this.admin.password,
|
||||
}, () => {
|
||||
this.currentStep = 2;
|
||||
this.admin.password = '';
|
||||
this.admin.confirmPassword = '';
|
||||
});
|
||||
},
|
||||
async submitSystem() {
|
||||
this.error = '';
|
||||
await this.save('/api/v1/setup/system', this.system, () => {
|
||||
this.complete = true;
|
||||
this.currentStep = 3;
|
||||
this.message = 'Your setup settings have been saved.';
|
||||
});
|
||||
},
|
||||
async save(url, payload, onSuccess) {
|
||||
this.saving = true;
|
||||
try {
|
||||
const response = await fetch(url, {
|
||||
method: 'POST',
|
||||
headers: { 'Content-Type': 'application/json' },
|
||||
body: JSON.stringify(payload),
|
||||
});
|
||||
if (!response.ok) {
|
||||
const data = await response.json().catch(() => ({}));
|
||||
throw new Error(data.detail || 'Setup could not be saved.');
|
||||
}
|
||||
onSuccess();
|
||||
} catch (err) {
|
||||
this.error = err.message || 'Setup could not be saved.';
|
||||
} finally {
|
||||
this.saving = false;
|
||||
}
|
||||
},
|
||||
};
|
||||
}
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
|
||||
@@ -76,6 +76,24 @@ class TestSetupStatus:
|
||||
assert data["app_name"] == "Persisted DMARQ"
|
||||
|
||||
|
||||
class TestSetupPage:
|
||||
"""Tests for the rendered setup page."""
|
||||
|
||||
def test_setup_page_renders_guided_wizard(self):
|
||||
from app.main import app as main_app
|
||||
|
||||
with TestClient(main_app) as test_client:
|
||||
response = test_client.get("/setup")
|
||||
|
||||
assert response.status_code == 200
|
||||
assert "First-run setup" in response.text
|
||||
assert '@submit.prevent="submitAdmin"' in response.text
|
||||
assert '@submit.prevent="submitSystem"' in response.text
|
||||
assert "/api/v1/setup/status" in response.text
|
||||
assert "/api/v1/setup/admin" in response.text
|
||||
assert "/api/v1/setup/system" in response.text
|
||||
|
||||
|
||||
class TestSetupAdmin:
|
||||
"""Tests for POST /api/v1/setup/admin"""
|
||||
|
||||
|
||||
Reference in New Issue
Block a user