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frontend_multi_user/src/app.py

@@ -1038,113 +1038,126 @@ def inject_current_user_name():
         @self.app.route('/')
         def index():
             user = None
-            recent_tasks: list[SimpleNamespace] = []
-            total_tasks_count = 0
+            admin_account = None
             is_admin = False
-            nonce = None
-            user_id = None
-            can_create_plan = False
-            example_prompts: list[str] = []
-            credits_balance_display = "0"
+            onboarding_steps: list[dict] = []
+
             if current_user.is_authenticated:
                 is_admin = current_user.is_admin
                 try:
                     if is_admin:
                         admin_account = _get_current_user_account()
-                        user_id = str(admin_account.id) if admin_account else self.admin_username
                         user = SimpleNamespace(name="Admin", given_name=None)
-                        credits_balance_display = "Full access"
-                        can_create_plan = True
+                        user_id = str(admin_account.id) if admin_account else self.admin_username
                     else:
                         user_uuid = uuid.UUID(str(current_user.id))
                         user = self.db.session.get(UserAccount, user_uuid)
-                        if user:
-                            user_id = str(user.id)
+                        user_id = str(user.id) if user else None
+
+                    if user and user_id:
+                        account_id = getattr(admin_account, 'id', None) if is_admin else getattr(user, 'id', None)
+
+                        # Step 1: Account created (always done if logged in)
+                        onboarding_steps.append({
+                            "title": "Create account",
+                            "description": "Sign up for PlanExe to get started.",
+                            "done": True,
+                            "detail": "Signed in",
+                            "link": None,
+                        })
+
+                        # Step 2: Deposit credits
+                        if is_admin:
+                            has_credits = True
+                            credit_detail = "Full access"
+                        else:
                             credits_balance = to_credit_decimal(user.credits_balance)
-                            credits_balance_display = format_credit_display(user.credits_balance)
-                            min_credits = Decimal(os.environ.get("PLANEXE_MIN_CREDITS_TO_CREATE_PLAN", "2"))
-                            can_create_plan = credits_balance >= min_credits
-
-                    if user_id:
-                        # Generate a nonce so the user can start a plan from the dashboard
-                        nonce = 'DASH_' + str(uuid.uuid4())
+                            tx_count = CreditHistory.query.filter_by(user_id=user.id).count()
+                            has_credits = credits_balance > 0 or tx_count > 1
+                            credit_detail = format_credit_display(user.credits_balance) if has_credits else "No credits yet"
+                        onboarding_steps.append({
+                            "title": "Deposit credits",
+                            "description": 'Credits pay for the AI models that generate your plan. Go to <a href="' + url_for('account') + '">Account</a> to add credits.',
+                            "done": has_credits,
+                            "detail": credit_detail,
+                            "link": url_for('account') if not has_credits else None,
+                        })
+
+                        # Step 3: Create API key
+                        key_count = UserApiKey.query.filter_by(user_id=account_id, revoked_at=None).count() if account_id else 0
+                        has_key = key_count >= 1
+                        if key_count == 0:
+                            key_detail = "No API keys yet"
+                        elif key_count == 1:
+                            key_detail = "1 API key"
+                        else:
+                            key_detail = f"{key_count} API keys"
+                        onboarding_steps.append({
+                            "title": "Create API key",
+                            "description": 'Your AI assistant uses an API key to connect to PlanExe. Create one on the <a href="' + url_for('account') + '">Account</a> page.',
+                            "done": has_key,
+                            "detail": key_detail,
+                            "link": url_for('account') if not has_key else None,
+                        })
+
+                        # Step 4: Use MCP (check if any API key has LLM calls)
+                        total_llm_calls = 0
+                        if has_key:
+                            user_key_ids = [
+                                str(k.id) for k in UserApiKey.query
+                                .filter_by(user_id=account_id, revoked_at=None)
+                                .all()
+                            ] if account_id else []
+                            if user_key_ids:
+                                try:
+                                    total_llm_calls = (
+                                        self.db.session.query(func.count(TokenMetrics.id))
+                                        .filter(TokenMetrics.api_key_id.in_(user_key_ids))
+                                        .scalar() or 0
+                                    )
+                                except Exception:
+                                    self.db.session.rollback()
+                        used_mcp = total_llm_calls >= 1
+                        onboarding_steps.append({
+                            "title": "Connect via MCP",
+                            "description": "Add PlanExe to your AI tool (Claude, Cursor, Windsurf, etc.) using your API key. Your AI will then be able to create plans for you.",
+                            "done": used_mcp,
+                            "detail": f"{total_llm_calls} LLM calls" if used_mcp else "Not connected yet",
+                            "link": "https://docs.planexe.org/mcp/mcp_welcome/" if not used_mcp else None,
+                        })
+
+                        # Step 5: Create 5+ plans
                         uid_filter = (
                             PlanItem.user_id.in_(_admin_user_ids())
                             if is_admin
                             else PlanItem.user_id == str(user_id)
                         )
-                        try:
-                            recent_task_rows = (
-                                self.db.session.query(
-                                    PlanItem.id,
-                                    PlanItem.state,
-                                    PlanItem.stop_requested,
-                                    func.substr(PlanItem.prompt, 1, 240).label("prompt_preview"),
-                                )
-                                .filter(uid_filter)
-                                .order_by(PlanItem.timestamp_created.desc())
-                                .limit(10)
-                                .all()
-                            )
-                        except DataError:
-                            self.db.session.rollback()
-                            logger.warning(
-                                "Detected invalid UTF-8 in task_item.prompt for user_id=%s while loading dashboard; "
-                                "falling back without prompt previews.",
-                                user_id,
-                                exc_info=True,
-                            )
-                            recent_task_rows = (
-                                self.db.session.query(
-                                    PlanItem.id,
-                                    PlanItem.state,
-                                    PlanItem.stop_requested,
-                                )
-                                .filter(uid_filter)
-                                .order_by(PlanItem.timestamp_created.desc())
-                                .limit(10)
-                                .all()
-                            )
-                        recent_tasks = []
-                        for task in recent_task_rows:
-                            prompt_preview = getattr(task, "prompt_preview", None)
-                            if prompt_preview is None:
-                                from src.plan_routes import _load_prompt_preview_safe
-                                prompt_text = _load_prompt_preview_safe(task.id)
-                            else:
-                                prompt_text = (prompt_preview or "").strip() or "[Prompt unavailable]"
-                            state = task.state if isinstance(task.state, PlanState) else None
-                            recent_tasks.append(
-                                SimpleNamespace(
-                                    id=str(task.id),
-                                    state=state,
-                                    prompt=prompt_text,
-                                )
-                            )
-                        total_tasks_count = (
-                            PlanItem.query
-                            .filter(uid_filter)
-                            .count()
-                        )
-                        # Load example prompts for the "Start New Plan" form
-                        for prompt_uuid in DEMO_FORM_RUN_PROMPT_UUIDS:
-                            prompt_item = self.prompt_catalog.find(prompt_uuid)
-                            if prompt_item:
-                                example_prompts.append(prompt_item.prompt)
+                        total_plans = PlanItem.query.filter(uid_filter).count()
+                        is_superuser = total_plans >= 5
+                        onboarding_steps.append({
+                            "title": "Superuser",
+                            "description": "Create 5 or more plans to earn the Superuser badge.",
+                            "done": is_superuser,
+                            "detail": f"{total_plans} plans created" if is_superuser else f"{total_plans}/5 plans",
+                            "link": None,
+                        })
                 except Exception:
                     logger.debug("Could not load dashboard data", exc_info=True)
+
+            # Debug overrides: /?debug=1&step1=0&step2=1&step3=0&step4=1&step5=0
+            if request.args.get("debug") == "1" and onboarding_steps:
+                step_keys = ["step1", "step2", "step3", "step4", "step5"]
+                for i, key in enumerate(step_keys):
+                    val = request.args.get(key)
+                    if val is not None and i < len(onboarding_steps):
+                        onboarding_steps[i]["done"] = val == "1"
+
             return render_template(
                 'index.html',
                 user=user,
-                credits_balance_display=credits_balance_display,
-                can_create_plan=can_create_plan,
-                total_tasks_count=total_tasks_count,
-                recent_tasks=recent_tasks,
                 is_admin=is_admin,
-                nonce=nonce,
-                user_id=user_id,
-                example_prompts=example_prompts,
-                model_profile_options=_model_profile_options(),
+                onboarding_steps=onboarding_steps,
+                onboarding_debug=request.args.get("debug") == "1",
             )
 
         @self.app.route('/models')

frontend_multi_user/src/plan_routes.py

@@ -695,6 +695,34 @@ def run():
     return render_template("run_via_database.html", run_id=task_id)
 
 
+@plan_routes_bp.route("/plan/create", methods=["GET"])
+@login_required
+def plan_create_page():
+    from src.app import _model_profile_options, DEMO_FORM_RUN_PROMPT_UUIDS
+    prompt_catalog = current_app.config["PROMPT_CATALOG"]
+    example_prompts: list[str] = []
+    for prompt_uuid in DEMO_FORM_RUN_PROMPT_UUIDS:
+        prompt_item = prompt_catalog.find(prompt_uuid)
+        if prompt_item:
+            example_prompts.append(prompt_item.prompt)
+
+    can_create_plan = True
+    if not current_user.is_admin:
+        user = _get_current_user_account()
+        if user:
+            min_credits = Decimal(os.environ.get("PLANEXE_MIN_CREDITS_TO_CREATE_PLAN", "2"))
+            can_create_plan = to_credit_decimal(user.credits_balance) >= min_credits
+
+    nonce = "CREATE_" + str(uuid.uuid4())
+    return render_template(
+        "plan_create.html",
+        can_create_plan=can_create_plan,
+        nonce=nonce,
+        example_prompts=example_prompts,
+        model_profile_options=_model_profile_options(),
+    )
+
+
 @plan_routes_bp.route("/create_plan", methods=["POST"])
 @login_required
 @_nocache

frontend_multi_user/templates/base.html

@@ -245,6 +245,7 @@
                     <span class="site-brand-label">Home</span>
                 </a>
                 {% if current_user_name %}
+                    <a href="{{ url_for('plan_routes.plan_create_page') }}" class="{% if request.endpoint == 'plan_routes.plan_create_page' %}nav-active{% endif %}">Create</a>
                     <a href="{{ url_for('plan_routes.plan') }}" class="{% if request.endpoint == 'plan_routes.plan' and not request.args.get('id') %}nav-active{% endif %}">Plans</a>
                     <a href="{{ url_for('models') }}" class="{% if request.endpoint == 'models' %}nav-active{% endif %}">Models</a>
                 {% endif %}