From e57768a8ce512c56209497c5ba059b27e54d70ce Mon Sep 17 00:00:00 2001 From: Ben Senescu <44480372+bensenescu@users.noreply.github.com> Date: Fri, 19 Jun 2026 13:20:52 -0400 Subject: [PATCH] Add onboarding chat helper --- drizzle/0024_clumsy_barracuda.sql | 4 + drizzle/meta/0024_snapshot.json | 2648 +++++++++++++++++ drizzle/meta/_journal.json | 7 + package.json | 3 + pnpm-lock.yaml | 82 +- specs/0005-onboarding-agent.md | 157 + specs/0006-onboarding-agent-implementation.md | 151 + src/client/components/Markdown.tsx | 141 + .../ai-search/components/MarkdownAnswer.tsx | 124 +- .../onboarding/OnboardingStrategy.tsx | 125 + .../onboarding/OnboardingStrategyChat.tsx | 259 ++ .../OnboardingStrategyChatParts.tsx | 339 +++ .../onboarding/PostSignupOnboarding.tsx | 51 + .../features/onboarding/onboardingModel.ts | 2 +- .../onboarding/onboardingStrategyQueries.ts | 13 + src/client/layout/AppShell.tsx | 29 +- src/client/navigation/items.ts | 9 - src/db/app.schema.ts | 8 + src/env.d.ts | 10 + src/middleware/ensure-user/delegated.ts | 2 + src/middleware/ensure-user/hosted.ts | 2 + src/middleware/ensure-user/resolve.ts | 22 + src/middleware/ensure-user/types.ts | 4 + src/middleware/ensureUser.ts | 23 +- src/routeTree.gen.ts | 86 +- src/routes/_authenticated.onboarding.chat.tsx | 6 + ...sx => _authenticated.onboarding.index.tsx} | 27 +- src/routes/api/gsc/oauth/callback.ts | 20 +- src/routes/api/onboarding/chat.ts | 162 + .../features/domain/services/DomainService.ts | 13 + .../features/onboarding/openseo-fact-sheet.md | 129 + src/server/features/onboarding/scrape.test.ts | 28 + src/server/features/onboarding/scrape.ts | 175 ++ src/server/features/onboarding/seed.ts | 144 + src/server/features/onboarding/synthesis.ts | 91 + src/server/lib/dataforseo/client.ts | 20 +- src/server/lib/http-errors.ts | 33 + src/server/lib/openrouter.ts | 18 + src/serverFunctions/middleware.ts | 1 + src/serverFunctions/onboardingStrategy.ts | 78 + src/shared/billing-credit-features.ts | 4 +- src/shared/onboardingChat.ts | 5 + 42 files changed, 5005 insertions(+), 250 deletions(-) create mode 100644 drizzle/0024_clumsy_barracuda.sql create mode 100644 drizzle/meta/0024_snapshot.json create mode 100644 specs/0005-onboarding-agent.md create mode 100644 specs/0006-onboarding-agent-implementation.md create mode 100644 src/client/components/Markdown.tsx create mode 100644 src/client/features/onboarding/OnboardingStrategy.tsx create mode 100644 src/client/features/onboarding/OnboardingStrategyChat.tsx create mode 100644 src/client/features/onboarding/OnboardingStrategyChatParts.tsx create mode 100644 src/client/features/onboarding/onboardingStrategyQueries.ts create mode 100644 src/middleware/ensure-user/resolve.ts create mode 100644 src/routes/_authenticated.onboarding.chat.tsx rename src/routes/{_authenticated.onboarding.tsx => _authenticated.onboarding.index.tsx} (89%) create mode 100644 src/routes/api/onboarding/chat.ts create mode 100644 src/server/features/onboarding/openseo-fact-sheet.md create mode 100644 src/server/features/onboarding/scrape.test.ts create mode 100644 src/server/features/onboarding/scrape.ts create mode 100644 src/server/features/onboarding/seed.ts create mode 100644 src/server/features/onboarding/synthesis.ts create mode 100644 src/server/lib/http-errors.ts create mode 100644 src/server/lib/openrouter.ts create mode 100644 src/serverFunctions/onboardingStrategy.ts create mode 100644 src/shared/onboardingChat.ts diff --git a/drizzle/0024_clumsy_barracuda.sql b/drizzle/0024_clumsy_barracuda.sql new file mode 100644 index 0000000..8506533 --- /dev/null +++ b/drizzle/0024_clumsy_barracuda.sql @@ -0,0 +1,4 @@ +ALTER TABLE `projects` ADD `location_code` integer DEFAULT 2840 NOT NULL;--> statement-breakpoint +ALTER TABLE `projects` ADD `language_code` text DEFAULT 'en' NOT NULL;--> statement-breakpoint +ALTER TABLE `projects` ADD `onboarding_run_status` text;--> statement-breakpoint +ALTER TABLE `projects` ADD `onboarding_run_at` text; \ No newline at end of file diff --git a/drizzle/meta/0024_snapshot.json b/drizzle/meta/0024_snapshot.json new file mode 100644 index 0000000..73f2543 --- /dev/null +++ b/drizzle/meta/0024_snapshot.json @@ -0,0 +1,2648 @@ +{ + "version": "6", + "dialect": "sqlite", + "id": "d46e8c77-32f4-4340-a658-9577be35cba0", + "prevId": "79c80d4c-cd3a-4cd6-a32c-ce9c648ef9cb", + "tables": { + "audit_lighthouse_results": { + "name": "audit_lighthouse_results", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true, + "autoincrement": false + }, + "audit_id": { + "name": "audit_id", + "type": "text", + "primaryKey": false, + "notNull": true, + "autoincrement": false + }, + "page_id": { + "name": "page_id", + "type": "text", + "primaryKey": false, + "notNull": true, + "autoincrement": false + }, + "strategy": { + "name": "strategy", + "type": "text", + "primaryKey": false, + "notNull": true, + "autoincrement": false + }, + "performance_score": { + "name": "performance_score", + "type": "integer", + "primaryKey": false, + "notNull": false, + "autoincrement": false + }, + "accessibility_score": { + "name": "accessibility_score", + "type": "integer", + "primaryKey": false, + "notNull": false, + "autoincrement": false + }, + "best_practices_score": { + "name": "best_practices_score", + "type": "integer", + "primaryKey": false, + "notNull": false, + "autoincrement": false + }, + "seo_score": { + "name": "seo_score", + "type": "integer", + "primaryKey": false, + "notNull": false, + "autoincrement": false + }, + "lcp_ms": { + "name": "lcp_ms", + "type": "real", + "primaryKey": false, + "notNull": false, + "autoincrement": false + }, + "cls": { + "name": "cls", + "type": "real", + "primaryKey": false, + "notNull": false, + "autoincrement": false + }, + "inp_ms": { + "name": "inp_ms", + "type": "real", + "primaryKey": false, + "notNull": false, + "autoincrement": false + }, + "ttfb_ms": { + "name": 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+ "primaryKey": false, + "notNull": false, + "autoincrement": false + }, + "config": { + "name": "config", + "type": "text", + "primaryKey": false, + "notNull": true, + "autoincrement": false, + "default": "'{}'" + }, + "pages_crawled": { + "name": "pages_crawled", + "type": "integer", + "primaryKey": false, + "notNull": true, + "autoincrement": false, + "default": 0 + }, + "pages_total": { + "name": "pages_total", + "type": "integer", + "primaryKey": false, + "notNull": true, + "autoincrement": false, + "default": 0 + }, + "lighthouse_total": { + "name": "lighthouse_total", + "type": "integer", + "primaryKey": false, + "notNull": true, + "autoincrement": false, + "default": 0 + }, + "lighthouse_completed": { + "name": "lighthouse_completed", + "type": "integer", + "primaryKey": false, + "notNull": true, + "autoincrement": false, + "default": 0 + }, + "lighthouse_failed": { + "name": "lighthouse_failed", + "type": "integer", + "primaryKey": false, + "notNull": true, + "autoincrement": 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"type": "text", + "primaryKey": false, + "notNull": true, + "autoincrement": false, + "default": "(current_timestamp)" + }, + "archived_at": { + "name": "archived_at", + "type": "text", + "primaryKey": false, + "notNull": false, + "autoincrement": false + } + }, + "indexes": { + "projects_one_default_per_organization_idx": { + "name": "projects_one_default_per_organization_idx", + "columns": [ + "organization_id" + ], + "isUnique": true, + "where": "\"projects\".\"name\" = 'Default' AND \"projects\".\"domain\" IS NULL AND \"projects\".\"archived_at\" IS NULL" + } + }, + "foreignKeys": { + "projects_organization_id_organization_id_fk": { + "name": "projects_organization_id_organization_id_fk", + "tableFrom": "projects", + "tableTo": "organization", + "columnsFrom": [ + "organization_id" + ], + "columnsTo": [ + "id" + ], + "onDelete": "cascade", + "onUpdate": "no action" + } + }, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "checkConstraints": {} + }, + "rank_check_runs": { + "name": "rank_check_runs", + "columns": { + "id": { + "name": "id", + "type": "text", + "primaryKey": true, + "notNull": true, + "autoincrement": false + }, + "config_id": { + "name": "config_id", + "type": "text", + "primaryKey": false, + "notNull": true, + "autoincrement": false + }, + "project_id": { + "name": "project_id", + "type": "text", + "primaryKey": false, + "notNull": true, + "autoincrement": false + }, + "status": { + "name": "status", + "type": "text", + "primaryKey": false, + "notNull": true, + "autoincrement": false, + "default": "'pending'" + }, + "keywords_total": { + "name": "keywords_total", + "type": "integer", + "primaryKey": false, + "notNull": true, + "autoincrement": false, + "default": 0 + }, + "keywords_checked": { + "name": "keywords_checked", + "type": "integer", + "primaryKey": false, + "notNull": true, + "autoincrement": false, + "default": 0 + }, + "is_subset_run": { + "name": "is_subset_run", + "type": "integer", + "primaryKey": false, + "notNull": 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--git a/drizzle/meta/_journal.json b/drizzle/meta/_journal.json index f152577..96ef9b1 100644 --- a/drizzle/meta/_journal.json +++ b/drizzle/meta/_journal.json @@ -169,6 +169,13 @@ "when": 1781467831570, "tag": "0023_sad_cobalt_man", "breakpoints": true + }, + { + "idx": 24, + "version": "6", + "when": 1781809245835, + "tag": "0024_clumsy_barracuda", + "breakpoints": true } ] } \ No newline at end of file diff --git a/package.json b/package.json index a5d12e2..c3c964e 100644 --- a/package.json +++ b/package.json @@ -58,9 +58,11 @@ } }, "dependencies": { + "@ai-sdk/react": "^3.0.201", "@cloudflare/workers-oauth-provider": "^0.4.0", "@every-app/sdk": "^0.1.14", "@modelcontextprotocol/sdk": "1.29.0", + "@openrouter/ai-sdk-provider": "^2.9.0", "@tanstack/query-core": "^5.90.9", "@tanstack/react-form": "^1.25.0", "@tanstack/react-query": "^5.90.9", @@ -69,6 +71,7 @@ "@tanstack/react-start": "^1.167.16", "@tanstack/react-table": "^8.21.3", "agents": "0.12.3", + "ai": "^6.0.199", "autumn-js": 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{} - '@opentelemetry/api@1.9.1': {} '@opentelemetry/core@2.2.0(@opentelemetry/api@1.9.1)': @@ -6554,13 +6594,13 @@ snapshots: dependencies: humanize-ms: 1.2.1 - agents@0.12.3(@babel/core@7.29.0)(@babel/runtime@7.29.2)(@cloudflare/workers-types@4.20260302.0)(ai@6.0.177(zod@4.3.6))(react@19.2.4)(rolldown@1.0.0)(vite@7.3.1(@types/node@22.19.11)(jiti@2.6.1)(lightningcss@1.31.1)(tsx@4.21.0))(zod@4.3.6): + agents@0.12.3(@babel/core@7.29.0)(@babel/runtime@7.29.2)(@cloudflare/workers-types@4.20260302.0)(ai@6.0.199(zod@4.3.6))(react@19.2.4)(rolldown@1.0.0)(vite@7.3.1(@types/node@22.19.11)(jiti@2.6.1)(lightningcss@1.31.1)(tsx@4.21.0))(zod@4.3.6): dependencies: '@babel/plugin-proposal-decorators': 7.29.0(@babel/core@7.29.0) '@cfworker/json-schema': 4.1.1 '@modelcontextprotocol/sdk': 1.29.0(@cfworker/json-schema@4.1.1)(zod@4.3.6) '@rolldown/plugin-babel': 0.2.3(@babel/core@7.29.0)(@babel/runtime@7.29.2)(rolldown@1.0.0)(vite@7.3.1(@types/node@22.19.11)(jiti@2.6.1)(lightningcss@1.31.1)(tsx@4.21.0)) - ai: 6.0.177(zod@4.3.6) + ai: 6.0.199(zod@4.3.6) cron-schedule: 6.0.0 mimetext: 3.0.28 nanoid: 5.1.11 @@ -6579,12 +6619,12 @@ snapshots: - rolldown - supports-color - ai@6.0.177(zod@4.3.6): + ai@6.0.199(zod@4.3.6): dependencies: - '@ai-sdk/gateway': 3.0.112(zod@4.3.6) + '@ai-sdk/gateway': 3.0.127(zod@4.3.6) '@ai-sdk/provider': 3.0.10 '@ai-sdk/provider-utils': 4.0.27(zod@4.3.6) - '@opentelemetry/api': 1.9.0 + '@opentelemetry/api': 1.9.1 zod: 4.3.6 ajv-formats@3.0.1(ajv@8.20.0): @@ -8604,10 +8644,18 @@ snapshots: supports-color@10.2.2: {} + swr@2.4.1(react@19.2.4): + dependencies: + dequal: 2.0.3 + react: 19.2.4 + use-sync-external-store: 1.6.0(react@19.2.4) + tailwindcss@4.2.1: {} tapable@2.3.0: {} + throttleit@2.1.0: {} + tiny-invariant@1.3.3: {} tinybench@2.9.0: {} diff --git a/specs/0005-onboarding-agent.md b/specs/0005-onboarding-agent.md new file mode 100644 index 0000000..d88cb6c --- /dev/null +++ b/specs/0005-onboarding-agent.md @@ -0,0 +1,157 @@ +# Onboarding agent + +## Status + +Proposed (June 2026) — v1 product spec, pending technical design. + +> **Update (June 2026):** the first PR ships the chat + live strategy generation +> only. Persisting the strategy (the "Project Context" store, R2 versioning) and +> the `get_project_context` MCP tool described below are **deferred to a later +> PR** — the generated strategy is shown in the chat but not yet saved. + +## Goal + +Turn signup into activation. When a new user onboards, an "agent" analyzes +their actual website live, then proposes a tailored SEO strategy. The strategy +is free and stands on its own; _acting on it_ (rank tracking, content briefs, +the ongoing coach) is the paid surface. The strategy becomes the project's +durable "Project Context" — readable in the app and over MCP. + +This is the top activation priority because it gives every new user a concrete, +personalized "here's what to do" moment before they're asked to pay. + +## What "agent" means here + +A **guided pipeline narrated live**, not an LLM agent loop. The steps are +mostly deterministic (scrape, fetch keyword data); a single LLM call at the end +synthesizes the strategy narrative. The "agent" feeling comes from streaming the +steps in real time ("Reading your homepage… you look like a Notion +alternative… 4 keywords ranking, 30 worth targeting…") and streaming the final +write-up token-by-token. No Anthropic SDK / agent infra is required for v1. + +## The experience + +**Stage 0 — Profile (extend existing onboarding forms).** Collect: domain, +experience level, and primary goal. **Website and default country are captured +on the same step**, since the country is a property of the site/project being +analyzed — keeping them together makes the relationship obvious and avoids a +stray standalone country field. That step carries a short note that they can add +more projects with different websites (and their own countries) later, so users +don't feel they must cram every site into this first one. Keep the whole stage +to ~4 fields — the onboarding UX audit flagged form friction. Country and +language become the project's default location (see Project defaults) and are +reused for every DataForSEO call going forward. + +**Stage 1 — Discover (live).** Sitemap-first using existing robots.txt + +sitemap discovery; fall back to a shallow crawl. Produces a map of the site's +shape from URLs/titles. Discover many URLs (cheap); scrape few. + +**Stage 2 — Read (live).** Scrape ~3–5 key pages (home + top product/nav pages) +to markdown. This is the one net-new capability: page → markdown via Cloudflare +Browser Rendering. Honest "we couldn't read your site" flagging with a manual +"tell us what you do" fallback so the run never dead-ends. + +**Stage 3 — Signal (live).** See Stage 3 data below. + +**Stage 4 — Synthesize (streaming LLM).** One LLM call over +{profile + scraped markdown + keyword data} produces: a positioning statement, +3–5 themes/clusters, a starter keyword table (volume/difficulty), and a +prioritized "do this next" list. Must produce a credible strategy even when the +site has zero existing rankings — the cold-start case is the _default_ for the +indie-founder ICP, not an edge case. + +**Stage 5 — Persist + gate.** Save as the Project Context artifact (markdown, +MCP-readable). Present the full strategy free; the paywall lands on _executing_ +it. + +## Stage 3 data (v1 — kept minimal) + +Stage 3 is **archetype-conditional**: detect the site type cheaply, then frame +the goal accordingly. For v1 the archetype branches the _narrative_, not a large +matrix of API calls. Two calls baseline: + +| Call | Endpoint | Purpose | When | +| ---------------------- | ------------------------------------------------------ | ---------------------------------------------------- | -------------------------------------------------------------------- | +| `domain_rank_overview` | `/v3/dataforseo_labs/google/domain_rank_overview/live` | traffic + # ranking keywords; the archetype detector | always | +| `keyword_ideas` | `/v3/dataforseo_labs/google/keyword_ideas/live` | starter keyword list, seeded from scraped themes | always | +| `ranked_keywords` | `/v3/dataforseo_labs/google/ranked_keywords/live` | what they already rank for | only if overview shows real rankings (usually skipped for new sites) | + +Archetypes (narrative only in v1): **new/pre-traffic**, **established content +site**, **local business**, **SaaS/product** (core ICP). + +**Clarifying question:** for **beginners**, skip it and use the archetype's +default goal (fewer decisions = less drop-off). For **non-beginners**, ask one +targeted question after detection to confirm intent (e.g. "grow existing +rankings, or expand into new topics?") — agency without a survey. + +**Deferred to v2:** `serp_competitors`, local-business tools +(`get_local_serp_results`, `search_local_businesses`, +`get_google_business_questions`), and Google Ads volume for non-Labs countries. + +## Cost per free onboarding + +The whole run is free (paywall is after), so cost-per-signup must be bounded: + +- DataForSEO: ~$0.04–0.08 (2 Labs live calls; metered from the real `cost` + field in the response envelope, so we can hard-cap). +- Browser Rendering scrape: ~negligible. +- LLM synthesis: ~$0.05–0.15 (one call over a few pages of markdown). +- **Total ≈ $0.10–0.25 per onboarding.** + +Guardrails: one run per user, results cached hard, and **email verification +gates Stage 3** (the DataForSEO spend) to kill drive-by abuse. + +## Project Context artifact (MCP-readable) + +The strategy is stored as a **markdown document** — a living "Project Context" +that is the shared source of truth across the in-app agent, the web UI, and any +MCP client. + +- Storage: a `project_context` row in D1 (`projectId`, `markdown`, `updatedAt`, + `version`). Small enough for D1; R2 only if it grows. +- MCP: a `get_project_context` tool (and ideally an MCP _resource_ so it + auto-loads into the agent's context). The user's own Claude/Codex reads the + same strategy the app shows. +- The onboarding agent **authors** the context; the paid execution actions + (rank tracking, briefs, coach) **read from and append to** it. That append-back + is the natural shape of the gated surface. + +## Project defaults (country/language) + +Projects don't currently store a default location — only `rank_tracking_configs` +does (defaults 2840/US, "en"). Add `location_code` + `language_code` to +`projects`, set from the Stage 0 country, and reuse them everywhere project work +needs a location. A small curated country → `location_code` map is enough for +v1. + +## Paywall + +Free: the full strategy, positioning, themes, capped starter keyword list +(~15–20), and the "do next" list. Gated (execution): rank-tracking the proposed +keywords, full keyword expansion, content briefs per theme, and the ongoing +`seo-coach`. Every gated action is a named thing tied to a strategy item the +user already believes in — stronger pull than "refine further." GSC stays behind +the gate; we do **not** prompt for it during onboarding (connecting then hitting +a paywall is exactly the bait-and-switch the UX audit warned against). + +## Unify the seo-coach skill + +Update the `seo-coach` skill (and `onboarding-checklist`) so the coach and the +onboarding agent are one continuous experience: the coach reads Project Context +via MCP, picks up where onboarding left off ("here's your strategy — let's work +the backlog"), and can answer both SEO questions and OpenSEO product questions. +The onboarding agent sets the backlog; the coach executes it. + +## Open questions + +- Country → `location_code` source: hand-curate a short list for v1, or reuse an + existing DataForSEO locations dataset? +- Re-run policy: confirmed one strategy per project, regenerate in place; new + domain = new project (a soft upgrade nudge). +- Synthesis model choice (cost vs quality) — decide at technical design. + +## Out of scope for v1 + +Conversational/iterative agent loop, competitor and local-business analysis, +GSC-enriched strategy, multi-language strategies, automatic content generation. +These are incremental improvements once the core activation loop is proven. diff --git a/specs/0006-onboarding-agent-implementation.md b/specs/0006-onboarding-agent-implementation.md new file mode 100644 index 0000000..c804ac7 --- /dev/null +++ b/specs/0006-onboarding-agent-implementation.md @@ -0,0 +1,151 @@ +# Onboarding agent — implementation plan (chat + seed function) + +## Status + +Accepted (June 2026) — technical plan for `specs/0005-onboarding-agent.md`. + +Supersedes an earlier draft that proposed Cloudflare Project Think + Durable +Objects + a Workflow. We dropped all of that (see "Why not Think / Workflows"). + +> **Update (June 2026):** to keep the first PR small, strategy **persistence** +> (the `project_context_versions` store + R2 markdown versioning) and the +> `get_project_context` **MCP tool** were deferred to a later PR. `seed.ts` now +> returns the synthesized strategy to the chat without saving it; the +> `claimRun` spend guard still bounds the paid run. Sections below describing +> the store, versioning, and the MCP read tool reflect the original plan, not +> what shipped. + +## TL;DR + +Onboarding has two simple pieces, no agent framework: + +1. **A seed function** (plain async): discover sitemap → scrape 3–5 pages to + markdown (Browser Rendering) → 2 paid DataForSEO calls → one OpenRouter + synthesis call → save the result as the project's first **Project Context** + version. Runs once when onboarding kicks off. +2. **A normal streaming chat** (Vercel AI SDK `streamText` over OpenRouter): + the user asks questions / refines; an `update_project_context` tool writes a + new version. Backed by a plain API route on the existing better-auth session. + +The Project Context is **versioned**: immutable markdown blobs in R2, an +append-only log in D1. Reverts reuse a prior blob's key. It's exposed over MCP +via `get_project_context`. + +## Why not Think / Workflows (and why `agents` stays) + +- **No durable execution needed.** The paid DataForSEO services are _cache-first_ + (`getCached` runs before `createDataforseoClient`/metering), so a crash-and-retry + of the same domain re-hits the 12h R2 cache → no double-spend. That removed the + only reason for fibers/Workflows. +- **No agent host needed.** The capabilities we want (stream answers, a future + docs tool, save/update the artifact) are all plain `streamText({ tools })`. + Think's distinctive value (durable DO sessions, scheduled turns, sub-agents) + isn't used by any of them. +- **The `agents` package stays** — it's used by the MCP handler + (`agents/mcp` → `createMcpHandler` in `src/server/mcp/transport.ts`), not as an + agent runtime. No version bump. +- **Graduate later** only when a capability genuinely needs durable sessions, + `schedule` (weekly rank tracking), or sub-agents (per-competitor). The seed + function and chat route port straight over. + +## Data model + +**`projects`** — add `location_code` (int, default 2840), `language_code` (text, +default `'en'`), `onboarding_run_status` (text nullable: +`running|complete|failed`), `onboarding_run_at` (text nullable). + +**`project_context_versions`** (new, append-only log): +`id` pk · `project_id` FK · `r2_key` · `author` (`onboarding|chat|user`) · +`note` nullable · `reverted_from_id` nullable · `created_at`. Current version = +latest row per project. Index on `(project_id, created_at)`. + +**R2** — immutable markdown blob per version at +`project-context/{projectId}/{versionId}.md`. **Write R2 first, then the D1 +row** (a failure leaves a harmless orphan blob, never a row pointing at nothing). +A revert inserts a new row reusing the target's `r2_key` (no new blob). + +## The seed function + +`runOnboardingSeed({ projectId, organizationId, userId, userEmail, domain })`: + +1. **Admission marker** — atomic `UPDATE projects SET onboarding_run_status = +'running' WHERE id = ? AND onboarding_run_status IS NULL`; proceed only if + one row changed (else a run is already in flight). This is the at-most-once + guard. +2. **Discover** — `fetch()` robots.txt + sitemap.xml; shallow fallback. +3. **Read** — scrape 3–5 key pages to markdown via the `BROWSER` binding, + sequentially. Failure → flag it, never throw the whole run. +4. **Signal** — `DomainService.getOverview` (always) + keyword research seeded + from scraped themes, both with `creditFeature: 'onboarding'`; + `getSuggestedKeywords` only if the overview shows real rankings. +5. **Synthesize** — one OpenRouter `generateText`/`streamText` over + {profile + markdown + signal} → strategy markdown. +6. **Persist** — write version `v1` (author `onboarding`); set + `onboarding_run_status = 'complete'`. On any throw → `'failed'` (re-runnable; + retry is cache-backed and cheap). + +**Metering** is unchanged: paid calls go through the existing +`createDataforseoClient` seam. A new `'onboarding'` `CreditFeature` tags spend. +A `skipBalanceAssert` flag on the metering path lets a zero-balance new signup +run Stage "Signal" without dead-ending on `INSUFFICIENT_CREDITS`, while still +calling `trackDataforseoCost` (spend metered, not balance-gated). Self-host +already skips Autumn entirely. + +## The chat + +`POST /api/onboarding/chat` (TanStack `createFileRoute` server handler): + +- Auth: resolve the better-auth session from the request; assert the user owns + `projectId` (org scoping via `ProjectRepository.getProjectForOrganization`). + No new transport, so no extra auth surface. +- `streamText({ model: openrouter(MODEL), system: seededWithContext, messages, +tools: { update_project_context } })`, returned as a UI message stream. +- `update_project_context({ markdown, note })` writes a new version (author + `chat`). For v1 it applies directly; the append-only log makes any unwanted + change one revert away. + +Client: AI SDK `useChat({ api: '/api/onboarding/chat' })`. The strategy renders +above the chat; the upgrade CTA is a UI state shown once `v1` exists. + +## Auth + email-verify + +- Surface `emailVerified` on `EnsuredUserContext` (from + `session.user.emailVerified`); self-host = treated verified. +- The seed asserts `emailVerified` before the paid "Signal" stage. Discover + + Read (free) may run unverified. + +## MCP + +`get_project_context(projectId)` — read-only tool (`readOnlyHint: true`) using +`withMcpProjectAuth`; resolves the latest version → R2 get → returns markdown. +`list_project_context_versions` is a fast-follow. + +## Local testing + +Real providers, no fixture system: + +- Add `OPENROUTER_API_KEY` to `.env.local` (the one new key), `wrangler login` + for the `BROWSER` binding (`remote: true` in dev). +- DataForSEO creds you already have; the cache makes repeat runs free. +- Drive the real onboarding UI with the Playwriter skill, screenshotting each + step. **Test domain: `openseo.so`.** + +## Build order (stacked PRs) + +1. **Foundation** — schema + migration (`projects` cols, `project_context_versions`); + `emailVerified` on context; `'onboarding'` CreditFeature + label + + `skipBalanceAssert` flag; country→`location_code` map. No behavior. +2. **Stage 0 form** — domain + country on one step → `projects`. +3. **Project Context store** — R2 blob helper + versions repository + + `get_project_context` MCP tool. +4. **Scrape + seed + synthesis** — `BROWSER` binding, scrape-to-markdown, the + seed function, OpenRouter dep, the "generating → strategy" UI. +5. **Chat** — `/api/onboarding/chat` + `update_project_context` tool + + `useChat` UI + revert. + +(There is no fixture-provider PR — we test against real providers.) + +## Out of scope (v1) + +Think/DO/Workflows, sub-agents, scheduled rank tracking, GSC-enriched strategy, +multi-language, auto content generation, the MCP context _resource_ (tool only). diff --git a/src/client/components/Markdown.tsx b/src/client/components/Markdown.tsx new file mode 100644 index 0000000..f8095b3 --- /dev/null +++ b/src/client/components/Markdown.tsx @@ -0,0 +1,141 @@ +import type { ComponentPropsWithoutRef, ReactNode } from "react"; +import ReactMarkdown from "react-markdown"; +import remarkGfm from "remark-gfm"; + +type Props = { + /** Raw Markdown source to render. */ + children: string; + className?: string; +}; + +/** + * Shared Markdown renderer with explicit per-element Tailwind classes. + * + * OpenSEO doesn't ship `@tailwindcss/typography`, so `prose` classes are + * no-ops — every block element is styled here instead. Tables use daisyUI's + * `table table-xs` so model- and strategy-generated tables stay readable. + * + * Anchor URLs are sanitized to http(s) only — LLMs can be coaxed into + * emitting `javascript:` payloads. + */ +export function Markdown({ children, className }: Props) { + return ( +
+ + {children} + +
+ ); +} + +type AnchorProps = ComponentPropsWithoutRef<"a">; + +function SafeAnchor({ href, children, ...rest }: AnchorProps) { + const safeHref = isHttpUrl(href) ? href : undefined; + if (!safeHref) { + return {children}; + } + return ( + + {children} + + ); +} + +function isHttpUrl(value: string | undefined): value is string { + if (!value) return false; + try { + const url = new URL(value); + if (url.protocol !== "http:" && url.protocol !== "https:") return false; + // Mirror server-side `safeHttpUrl` — a `user:pass@host` URL shows one + // hostname in link text while auth hits another. + if (url.username || url.password) return false; + return true; + } catch { + return false; + } +} + +export const MARKDOWN_COMPONENTS = { + h1: ({ children }: { children?: ReactNode }) => ( +

{children}

+ ), + h2: ({ children }: { children?: ReactNode }) => ( +

{children}

+ ), + h3: ({ children }: { children?: ReactNode }) => ( +

{children}

+ ), + h4: ({ children }: { children?: ReactNode }) => ( +

{children}

+ ), + p: ({ children }: { children?: ReactNode }) => ( +

{children}

+ ), + ul: ({ children }: { children?: ReactNode }) => ( + + ), + ol: ({ children }: { children?: ReactNode }) => ( +
    {children}
+ ), + li: ({ children }: { children?: ReactNode }) => ( +
  • {children}
    • + ), + a: SafeAnchor, + strong: ({ children }: { children?: ReactNode }) => ( + {children} + ), + em: ({ children }: { children?: ReactNode }) => ( + {children} + ), + blockquote: ({ children }: { children?: ReactNode }) => ( +
    + {children} +
    + ), + hr: () =>
    , + code: ({ children, className }: ComponentPropsWithoutRef<"code">) => { + // Inline code (no `language-*` className from remark) gets the badge style; + // block code is rendered by `pre` with a different shell. + if (typeof className === "string" && className.startsWith("language-")) { + return {children}; + } + return ( + + {children} + + ); + }, + pre: ({ children }: { children?: ReactNode }) => ( + 
    +      {children}
+
    + ), + table: ({ children }: { children?: ReactNode }) => ( +
    + + {children} +
    +
    + ), + thead: ({ children }: { children?: ReactNode }) => {children}, + tbody: ({ children }: { children?: ReactNode }) => {children}, + tr: ({ children }: { children?: ReactNode }) => ( + {children} + ), + th: ({ children }: { children?: ReactNode }) => ( + {children} + ), + td: ({ children }: { children?: ReactNode }) => ( + {children} + ), +}; diff --git a/src/client/features/ai-search/components/MarkdownAnswer.tsx b/src/client/features/ai-search/components/MarkdownAnswer.tsx index 6985dc6..dc86fd1 100644 --- a/src/client/features/ai-search/components/MarkdownAnswer.tsx +++ b/src/client/features/ai-search/components/MarkdownAnswer.tsx @@ -1,13 +1,8 @@ -import { - useLayoutEffect, - useRef, - useState, - type ComponentPropsWithoutRef, - type ReactNode, -} from "react"; +import { useLayoutEffect, useRef, useState } from "react"; import { ChevronDown, ChevronUp } from "lucide-react"; -import Markdown from "react-markdown"; +import ReactMarkdown from "react-markdown"; import remarkGfm from "remark-gfm"; +import { MARKDOWN_COMPONENTS } from "@/client/components/Markdown"; type Props = { text: string; @@ -71,12 +66,12 @@ export function MarkdownAnswer({ text }: Props) { } className={isCollapsed ? "overflow-hidden" : undefined} > - {normalized} - + {isCollapsed ? ( @@ -171,112 +166,3 @@ function normalizeLlmMarkdown(text: string): string { "$1$2 ", ); } - -type AnchorProps = ComponentPropsWithoutRef<"a">; - -function SafeAnchor({ href, children, ...rest }: AnchorProps) { - const safeHref = isHttpUrl(href) ? href : undefined; - if (!safeHref) { - return {children}; - } - return ( - - {children} - - ); -} - -function isHttpUrl(value: string | undefined): value is string { - if (!value) return false; - try { - const url = new URL(value); - if (url.protocol !== "http:" && url.protocol !== "https:") return false; - // Mirror server-side `safeHttpUrl` — a `user:pass@host` URL shows one - // hostname in link text while auth hits another. - if (url.username || url.password) return false; - return true; - } catch { - return false; - } -} - -const MARKDOWN_COMPONENTS = { - h1: ({ children }: { children?: ReactNode }) => ( -

    {children}

    - ), - h2: ({ children }: { children?: ReactNode }) => ( -

    {children}

    - ), - h3: ({ children }: { children?: ReactNode }) => ( -

    {children}

    - ), - h4: ({ children }: { children?: ReactNode }) => ( -

    {children}

    - ), - p: ({ children }: { children?: ReactNode }) => ( -

    {children}

    - ), - ul: ({ children }: { children?: ReactNode }) => ( - - ), - ol: ({ children }: { children?: ReactNode }) => ( -
      {children}
    - ), - li: ({ children }: { children?: ReactNode }) => ( -
  • {children}
    • - ), - a: SafeAnchor, - strong: ({ children }: { children?: ReactNode }) => ( - {children} - ), - em: ({ children }: { children?: ReactNode }) => ( - {children} - ), - blockquote: ({ children }: { children?: ReactNode }) => ( -
    - {children} -
    - ), - hr: () =>
    , - code: ({ children, className }: ComponentPropsWithoutRef<"code">) => { - // Inline code (no `language-*` className from remark) gets the badge style; - // block code is rendered by `pre` with a different shell. - if (typeof className === "string" && className.startsWith("language-")) { - return {children}; - } - return ( - - {children} - - ); - }, - pre: ({ children }: { children?: ReactNode }) => ( - 
    -      {children}
-
    - ), - table: ({ children }: { children?: ReactNode }) => ( -
    - - {children} -
    -
    - ), - thead: ({ children }: { children?: ReactNode }) => {children}, - tbody: ({ children }: { children?: ReactNode }) => {children}, - tr: ({ children }: { children?: ReactNode }) => ( - {children} - ), - th: ({ children }: { children?: ReactNode }) => ( - {children} - ), - td: ({ children }: { children?: ReactNode }) => ( - {children} - ), -}; diff --git a/src/client/features/onboarding/OnboardingStrategy.tsx b/src/client/features/onboarding/OnboardingStrategy.tsx new file mode 100644 index 0000000..942e34e --- /dev/null +++ b/src/client/features/onboarding/OnboardingStrategy.tsx @@ -0,0 +1,125 @@ +import { useMutation, useQuery } from "@tanstack/react-query"; +import { AutumnProvider } from "autumn-js/react"; +import { useState } from "react"; +import { Loader2 } from "lucide-react"; +import { + DEFAULT_LOCATION_CODE, + LOCATION_OPTIONS, +} from "@/shared/keyword-locations"; +import { saveOnboardingSite } from "@/serverFunctions/onboardingStrategy"; +import { StrategyChat } from "./OnboardingStrategyChat"; +import { + invalidateStrategyState, + strategyStateQueryOptions, +} from "./onboardingStrategyQueries"; + +// Full-viewport chat surface. Breaks out of the centered, padded AuthPageShell +// with `fixed inset-0` so the chat fills the screen. There's no header bar — +// the strategy's first message carries the context — and inner content is +// constrained to a narrow column for comfortable reading width. +function StrategyShell({ children }: { children: React.ReactNode }) { + return ( +
    {children}
    + ); +} + +export function OnboardingStrategy() { + const stateQuery = useQuery(strategyStateQueryOptions()); + + if (stateQuery.isError) { + return ( + +
    + Couldn’t load your strategy. Please refresh to try again. +
    +     + ); + } + + if (!stateQuery.data) { + return ( + +
    + + Loading… +
    +     + ); + } + + const { projectId, domain } = stateQuery.data; + + return ( + + {!domain ? ( + + ) : ( + + + + )} + + ); +} + +function SiteForm({ projectId }: { projectId: string }) { + const [domain, setDomain] = useState(""); + const [locationCode, setLocationCode] = useState(DEFAULT_LOCATION_CODE); + + const save = useMutation({ + mutationFn: () => + saveOnboardingSite({ data: { projectId, domain, locationCode } }), + onSuccess: invalidateStrategyState, + }); + + return ( +
    +
    { + event.preventDefault(); + if (domain.trim()) { + save.mutate(); + } + }} + > + + + + + +
    +
    + ); +} diff --git a/src/client/features/onboarding/OnboardingStrategyChat.tsx b/src/client/features/onboarding/OnboardingStrategyChat.tsx new file mode 100644 index 0000000..83b7ddc --- /dev/null +++ b/src/client/features/onboarding/OnboardingStrategyChat.tsx @@ -0,0 +1,259 @@ +import { useChat } from "@ai-sdk/react"; +import { DefaultChatTransport, type UIMessage } from "ai"; +import { useCustomer } from "autumn-js/react"; +import { useEffect, useRef, useState } from "react"; +import { Sparkles } from "lucide-react"; +import { Markdown } from "@/client/components/Markdown"; +import { captureClientEvent } from "@/client/lib/posthog"; +import { AUTUMN_PAID_PLAN_ID } from "@/shared/billing"; +import { FREE_ONBOARDING_QUESTION_LIMIT } from "@/shared/onboardingChat"; +import { + ChatComposer, + ChatGate, + SuggestedQuestions, + UpgradeSidebar, + WelcomeMessage, +} from "./OnboardingStrategyChatParts"; + +function messageHasText(message: UIMessage): boolean { + return message.parts.some( + (part) => part.type === "text" && part.text.trim().length > 0, + ); +} + +function ChatBubble({ message }: { message: UIMessage }) { + const isUser = message.role === "user"; + + if (isUser) { + return ( +
    +
    + {message.parts.map((part, index) => + part.type === "text" ? ( + + {part.text} + + ) : null, + )} +
    +
    + ); + } + + return ( +
    +
    + +
    +
    + {message.parts.map((part, index) => + part.type === "text" && part.text.trim() ? ( + {part.text} + ) : null, + )} +
    +
    + ); +} + +const SUGGESTED_QUESTIONS = [ + "How does OpenSEO help me get more traffic?", + "Why is OpenSEO better than Claude?", + "What do I get after I upgrade?", + "How does Google Search Console work in OpenSEO?", +]; + +// Offered as a highlighted chip only when the user hasn't already asked for +// their strategy via the welcome CTA. Clicking it prompts Sam to draft/show it. +const STRATEGY_SUGGESTION = "What do you recommend for my site?"; + +export function StrategyChat({ + projectId, + domain, +}: { + projectId: string; + domain: string; +}) { + const { messages, sendMessage, status, error } = useChat({ + transport: new DefaultChatTransport({ + api: "/api/onboarding/chat", + body: { projectId }, + }), + }); + + // This chat is only ever the pre-upgrade free preview: once a user upgrades + // they are routed into the GSC onboarding step and never return here, so + // there's no "paid" state to model — the question cap always applies. + const customerQuery = useCustomer(); + const [checkoutError, setCheckoutError] = useState(null); + const [isStartingCheckout, setIsStartingCheckout] = useState(false); + const [usedSuggestions, setUsedSuggestions] = useState([]); + // Set once the user asks for their strategy (welcome CTA or the strategy + // chip) so we don't keep offering the "What do you recommend" chip. + const [strategyRequested, setStrategyRequested] = useState(false); + + const questionsUsed = messages.filter((m) => m.role === "user").length; + const remaining = Math.max(0, FREE_ONBOARDING_QUESTION_LIMIT - questionsUsed); + const isLocked = remaining <= 0; + // Nudge once they're within the last few questions, not from the start. + const showRemainingHint = remaining > 0 && remaining <= 3; + + const isBusy = status === "submitted" || status === "streaming"; + const sendText = (text: string) => void sendMessage({ text }); + async function startCheckout() { + setCheckoutError(null); + setIsStartingCheckout(true); + try { + captureClientEvent("billing:checkout_start"); + // After payment, re-enter onboarding at the GSC step (not back into this + // chat) so the user finishes connecting Search Console + MCP. + const successUrl = new URL("/onboarding", window.location.origin); + successUrl.searchParams.set("step", "3"); + successUrl.searchParams.set("checkout", "success"); + await customerQuery.attach({ + planId: AUTUMN_PAID_PLAN_ID, + redirectMode: "always", + successUrl: successUrl.toString(), + }); + } catch (checkoutErr) { + console.error("Failed to start checkout", checkoutErr); + setCheckoutError( + "We couldn't start checkout. Please refresh and try again.", + ); + setIsStartingCheckout(false); + } + } + + // Pin to the bottom while the user is following along; the strategy doc plus + // a streaming reply quickly grows past the viewport. + const scrollRef = useRef(null); + useEffect(() => { + const el = scrollRef.current; + if (el) el.scrollTop = el.scrollHeight; + }, [messages, status]); + + // Show a typing indicator until the assistant's reply starts streaming text. + const lastMessage = messages[messages.length - 1]; + const suggestionPool = strategyRequested + ? SUGGESTED_QUESTIONS + : [STRATEGY_SUGGESTION, ...SUGGESTED_QUESTIONS]; + const remainingSuggestions = suggestionPool.filter( + (question) => !usedSuggestions.includes(question), + ); + const showTyping = isBusy && (!lastMessage || !messageHasText(lastMessage)); + const showSuggestions = + remainingSuggestions.length > 0 && + !isBusy && + messages.length > 0 && + lastMessage?.role === "assistant"; + + return ( +
    + void startCheckout()} + /> + +
    +
    +
    + void startCheckout()} + onAskAboutOpenSeo={() => + sendText("I have questions about OpenSEO before I upgrade.") + } + onProposeStrategy={() => { + setStrategyRequested(true); + sendText( + `Please analyze ${domain} and show me my SEO strategy.`, + ); + }} + disableActions={isBusy || messages.length > 0} + /> + + {messages.map((message) => ( + + ))} + + {showTyping ? ( +
    +
    + +
    +
    + + + +
    +
    + ) : null} + + {status === "error" ? ( +
    +
    + +
    +

    + {/* useChat surfaces the failed response body as error.message; + the server's 402 backstop sends the paywall copy below. */} + {(error?.message ?? "").includes("free strategy questions") + ? "You've reached the free question limit. Upgrade to continue." + : "Something went wrong. Please refresh and try again."} +

    +
    + ) : null} + + {showSuggestions ? ( + { + setUsedSuggestions((current) => + current.includes(question) + ? current + : [...current, question], + ); + if (question === STRATEGY_SUGGESTION) { + setStrategyRequested(true); + } + sendText(question); + }} + /> + ) : null} +
    +
    + + {isLocked ? ( + void startCheckout()} + /> + ) : ( +
    +
    + {showRemainingHint ? ( +

    + {remaining} free question{remaining === 1 ? "" : "s"} left.{" "} + +

    + ) : null} + +
    +
    + )} +
    +
    + ); +} diff --git a/src/client/features/onboarding/OnboardingStrategyChatParts.tsx b/src/client/features/onboarding/OnboardingStrategyChatParts.tsx new file mode 100644 index 0000000..528204f --- /dev/null +++ b/src/client/features/onboarding/OnboardingStrategyChatParts.tsx @@ -0,0 +1,339 @@ +import { + useLayoutEffect, + useRef, + useState, + type FormEvent, + type KeyboardEvent, +} from "react"; +import { + ArrowUp, + Check, + Globe, + Loader2, + ShieldCheck, + Sparkles, +} from "lucide-react"; +import { FREE_ONBOARDING_QUESTION_LIMIT } from "@/shared/onboardingChat"; + +const DISCORD_URL = "https://discord.gg/c9uGs3cFXr"; + +export function SuggestedQuestions({ + questions, + primaryQuestion, + onSelect, +}: { + questions: string[]; + primaryQuestion?: string; + onSelect: (question: string) => void; +}) { + return ( +
    + {questions.map((question) => + question === primaryQuestion ? ( + + ) : ( + + ), + )} +
    + ); +} + +export function WelcomeMessage({ + domain, + checkoutError, + isStartingCheckout, + onUpgrade, + onAskAboutOpenSeo, + onProposeStrategy, + disableActions, +}: { + domain: string; + checkoutError: string | null; + isStartingCheckout: boolean; + onUpgrade: () => void; + onAskAboutOpenSeo: () => void; + onProposeStrategy: () => void; + disableActions: boolean; +}) { + return ( +
    +
    + +
    +
    +
    +

    Hey, I’m Sam — welcome to OpenSEO.

    +

    + You’re on the free preview: {FREE_ONBOARDING_QUESTION_LIMIT}{" "} + questions with me before you upgrade. I can draft an SEO strategy + for {domain}{" "} + and answer questions about OpenSEO or SEO. +

    +

    + Want me to analyze{" "} + {domain} and + draft a strategy, or do you have questions first? +

    +
    + +
    + + +
    + +
    +

    Want Sam to keep going?

    +

    + Upgrade to run keyword research, rank tracking, and site audits on{" "} + {domain}. +

    + + {checkoutError ? ( +

    {checkoutError}

    + ) : null} +
    +
    +
    + ); +} + +// Left-rail upgrade CTA. Hidden below `lg` (the inline callout + remaining +// hint cover narrow viewports). +export function UpgradeSidebar({ + domain, + questionsUsed, + isStartingCheckout, + onUpgrade, +}: { + domain: string; + questionsUsed: number; + isStartingCheckout: boolean; + onUpgrade: () => void; +}) { + const features = [ + "Keyword research, backlinks, rank tracking & site audits", + "Google Search Console — read-only, no credits, no Google Cloud setup", + "Connect Claude, Cursor, Codex & other MCP clients", + "Top-up credits roll over and never expire", + ]; + const used = Math.min(questionsUsed, FREE_ONBOARDING_QUESTION_LIMIT); + const progress = (used / FREE_ONBOARDING_QUESTION_LIMIT) * 100; + + return ( + + ); +} + +// Replaces the composer once a free user exhausts their question allowance. +export function ChatGate({ + isStartingCheckout, + onUpgrade, +}: { + isStartingCheckout: boolean; + onUpgrade: () => void; +}) { + return ( +
    +
    +

    + That’s all {FREE_ONBOARDING_QUESTION_LIMIT} free questions +

    +

    + Upgrade to keep working with Sam and unlock the full OpenSEO app. +

    + +

    + 30-day money-back guarantee +

    +
    +
    + ); +} + +export function ChatComposer({ + busy, + onSend, +}: { + busy: boolean; + onSend: (text: string) => void; +}) { + const [value, setValue] = useState(""); + const textareaRef = useRef(null); + + // Auto-grow the textarea up to a few lines, then scroll. Resetting height to + // `auto` first lets it shrink as well as grow. + useLayoutEffect(() => { + const ta = textareaRef.current; + if (!ta) return; + ta.style.height = "auto"; + ta.style.height = `${Math.min(ta.scrollHeight, 160)}px`; + }, [value]); + + function submit() { + const text = value.trim(); + if (!text || busy) return; + onSend(text); + setValue(""); + } + + function handleSubmit(event: FormEvent) { + event.preventDefault(); + submit(); + } + + function handleKey(event: KeyboardEvent) { + if (event.key === "Enter" && !event.shiftKey) { + event.preventDefault(); + submit(); + } + } + + return ( +
    +