showpane 0.4.14 → 0.4.16

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Files changed (43) hide show
  1. package/bundle/meta/scaffold-manifest.json +8 -8
  2. package/bundle/scaffold/VERSION +1 -1
  3. package/bundle/scaffold/prisma/seed.ts +40 -35
  4. package/bundle/scaffold/src/app/(portal)/client/example/example-client.tsx +1 -2
  5. package/bundle/scaffold/src/app/(portal)/client/page.tsx +5 -4
  6. package/bundle/scaffold/src/app/page.tsx +2 -2
  7. package/bundle/scaffold/src/components/portal-shell.tsx +1 -1
  8. package/bundle/toolchain/CLI_VERSION +1 -1
  9. package/bundle/toolchain/VERSION +1 -1
  10. package/bundle/toolchain/skills/VERSION +1 -1
  11. package/bundle/toolchain/skills/portal-analytics/SKILL.md +9 -12
  12. package/bundle/toolchain/skills/portal-analytics/SKILL.md.tmpl +4 -4
  13. package/bundle/toolchain/skills/portal-create/SKILL.md +13 -16
  14. package/bundle/toolchain/skills/portal-create/SKILL.md.tmpl +8 -8
  15. package/bundle/toolchain/skills/portal-credentials/SKILL.md +15 -18
  16. package/bundle/toolchain/skills/portal-credentials/SKILL.md.tmpl +10 -10
  17. package/bundle/toolchain/skills/portal-delete/SKILL.md +14 -17
  18. package/bundle/toolchain/skills/portal-delete/SKILL.md.tmpl +9 -9
  19. package/bundle/toolchain/skills/portal-deploy/SKILL.md +5 -8
  20. package/bundle/toolchain/skills/portal-dev/SKILL.md +10 -13
  21. package/bundle/toolchain/skills/portal-dev/SKILL.md.tmpl +5 -5
  22. package/bundle/toolchain/skills/portal-list/SKILL.md +15 -18
  23. package/bundle/toolchain/skills/portal-list/SKILL.md.tmpl +10 -10
  24. package/bundle/toolchain/skills/portal-onboard/SKILL.md +50 -30
  25. package/bundle/toolchain/skills/portal-onboard/SKILL.md.tmpl +46 -23
  26. package/bundle/toolchain/skills/portal-preview/SKILL.md +16 -19
  27. package/bundle/toolchain/skills/portal-preview/SKILL.md.tmpl +11 -11
  28. package/bundle/toolchain/skills/portal-setup/SKILL.md +15 -13
  29. package/bundle/toolchain/skills/portal-setup/SKILL.md.tmpl +11 -6
  30. package/bundle/toolchain/skills/portal-share/SKILL.md +17 -20
  31. package/bundle/toolchain/skills/portal-share/SKILL.md.tmpl +12 -12
  32. package/bundle/toolchain/skills/portal-status/SKILL.md +9 -12
  33. package/bundle/toolchain/skills/portal-status/SKILL.md.tmpl +4 -4
  34. package/bundle/toolchain/skills/portal-update/SKILL.md +9 -12
  35. package/bundle/toolchain/skills/portal-update/SKILL.md.tmpl +4 -4
  36. package/bundle/toolchain/skills/portal-upgrade/SKILL.md +6 -9
  37. package/bundle/toolchain/skills/portal-upgrade/SKILL.md.tmpl +1 -1
  38. package/bundle/toolchain/skills/portal-verify/SKILL.md +6 -9
  39. package/bundle/toolchain/skills/portal-verify/SKILL.md.tmpl +1 -1
  40. package/bundle/toolchain/skills/shared/runtime-principles.md +4 -4
  41. package/bundle/toolchain/templates/sales-followup/sales-followup-client.tsx +1 -1
  42. package/dist/index.js +28 -5
  43. package/package.json +3 -3
@@ -12,7 +12,7 @@ allowed-tools: [Bash, Read, Write, Edit, Glob, Grep]
12
12
 
13
13
  ## Overview
14
14
 
15
- `/portal onboard` is the canonical first-run workflow. It should feel like one
15
+ `/portal-onboard` is the canonical first-run workflow. It should feel like one
16
16
  coherent wizard, not like the user is manually hopping between separate skills.
17
17
 
18
18
  The recommended shape is:
@@ -69,15 +69,14 @@ Start with a compact welcome:
69
69
  ╚══════════════════════════════════════════╝
70
70
  ```
71
71
 
72
- Then explain the flow in plain language:
72
+ Then use one short, friendly paragraph. Keep it concise and informal.
73
73
 
74
- - local setup if needed
75
- - first draft
76
- - local preview
77
- - access setup
78
- - cloud publish
74
+ Suggested shape:
79
75
 
80
- Do not lead with prompt examples. This skill is the first-run default.
76
+ - "Let's get your first portal started."
77
+ - "Who's it for, and what's the context? If you've got a call transcript, paste it in and I'll use that too."
78
+
79
+ Keep the opening focused on the user's first portal. This skill is the first-run default, so the top of the flow should feel fast, calm, and immediately useful.
81
80
 
82
81
  Immediately save checkpoint:
83
82
 
@@ -97,15 +96,28 @@ If config exists, verify only the minimum first-run requirements before continui
97
96
  - local SQLite schema is ready
98
97
  - org exists or can be created
99
98
 
100
- Keep this phase minimal. For first-run onboarding, collect only the minimum
101
- company context needed to make the first portal feel real:
99
+ Keep this phase minimal.
100
+
101
+ If the local checks pass, move straight into the user's portal work without extra system narration.
102
+
103
+ If there is already exactly one local organization and it clearly matches the
104
+ workspace the user just created, treat the org basics as already captured.
105
+ Do not create a separate "company context" phase just to re-ask the same setup
106
+ details.
107
+
108
+ Only ask for a missing field, and ask exactly one thing at a time.
109
+
110
+ Recommended order for missing fields:
111
+
112
+ 1. organization name, if it is not already obvious from the workspace setup
113
+ 2. contact email
114
+ 3. website/domain
102
115
 
103
- - organization name
104
- - contact email
105
- - website/domain if available
116
+ Do not batch these into a numbered questionnaire unless the user explicitly asks
117
+ for the full checklist.
106
118
 
107
119
  Optional extras like brand color, phone number, or contact title belong in
108
- `/portal setup` later if needed.
120
+ `/portal-setup` later if needed.
109
121
 
110
122
  If setup fails, stop with a concrete recovery step and keep the checkpoint.
111
123
 
@@ -113,9 +125,20 @@ Save checkpoint with phase `local-ready`.
113
125
 
114
126
  ### Phase 3: Choose the first-portal source
115
127
 
116
- Recommended order:
128
+ Start with one short source question, not a menu.
129
+
130
+ Recommended opening:
131
+
132
+ - "Who's it for, and what's the context? If you've got a call transcript, paste it in and I'll use that too."
133
+
134
+ Only branch after the user answers:
135
+
136
+ - if they have a real transcript, ask whether to use Granola or paste it
137
+ - if they do not, ask whether they want to start from notes or a template
138
+
139
+ Only show the full menu if the user is unsure:
117
140
 
118
- 1. recent Granola meeting if available
141
+ 1. recent Granola meeting
119
142
  2. pasted transcript
120
143
  3. short description of the client + meeting outcome
121
144
  4. template-only start
@@ -160,7 +183,7 @@ Recommended refinement prompts:
160
183
  - `Do you want the portal to feel more concise, more sales-focused, or more delivery-focused?`
161
184
  - `Should we add anything practical before preview — timeline, documents, or sharper next steps?`
162
185
 
163
- Apply the requested refinement inline, using the same patterns as `/portal update`
186
+ Apply the requested refinement inline, using the same patterns as `/portal-update`
164
187
  without forcing the user to switch skills.
165
188
 
166
189
  If the user is happy with the first draft, move on immediately.
@@ -253,8 +276,8 @@ Show a compact final reference card:
253
276
  Cloud: <hosted-url-or-publishing-status>
254
277
  Access: <hosted login / hosted share link / both>
255
278
 
256
- Next: /portal update <slug>
257
- Help: /portal list, /portal status
279
+ Next: /portal-update <slug>
280
+ Help: /portal-list, /portal-status
258
281
  ════════════════════════════════════════
259
282
  ```
260
283
 
@@ -309,9 +332,9 @@ to continue refining it or create a new portal. Recommend continuing unless the
309
332
  - Missing config is not a preamble failure here. It simply means setup starts from scratch.
310
333
  - If a step fails after useful progress, keep the checkpoint and tell the user exactly how to resume.
311
334
  - If the user wants to stop early, summarize the current state and point them to the next concrete skill:
312
- - `/portal preview`
313
- - `/portal credentials`
314
- - `/portal share`
315
- - `/portal deploy`
335
+ - `/portal-preview`
336
+ - `/portal-credentials`
337
+ - `/portal-share`
338
+ - `/portal-deploy`
316
339
 
317
340
  {{COMPLETION}}
@@ -15,7 +15,7 @@ SHOWPANE_HOME="$HOME/.showpane"
15
15
  SHOWPANE_BIN="$SHOWPANE_HOME/bin"
16
16
  CONFIG="$SHOWPANE_HOME/config.json"
17
17
  if [ ! -f "$CONFIG" ]; then
18
- echo "Showpane not configured. Run /portal setup first."
18
+ echo "Showpane not configured. Run /portal-setup first."
19
19
  exit 1
20
20
  fi
21
21
 
@@ -68,16 +68,13 @@ echo "TEL_PROMPTED: $TEL_PROMPTED"
68
68
 
69
69
  If output shows `JUST_UPGRADED <from> <to>`, tell the user Showpane was just upgraded and continue.
70
70
 
71
- If output shows `UPGRADE_AVAILABLE <old> <new>`, tell the user a newer Showpane toolchain is available and recommend `/portal upgrade`.
71
+ If output shows `UPGRADE_AVAILABLE <old> <new>`, tell the user a newer Showpane toolchain is available and recommend `/portal-upgrade`.
72
72
 
73
- If `TEL_PROMPTED` is `no`, ask the user once about telemetry and then record the decision:
73
+ If `TEL_PROMPTED` is `no`, default telemetry to `anonymous` without interrupting the flow. Do not mention telemetry unless the user asks.
74
74
 
75
- - anonymous — local analytics plus anonymous remote sync, with no stable device id
76
- - off — local analytics only, no remote sync
77
-
78
- After the user chooses, run:
75
+ Run:
79
76
  ```bash
80
- "$SHOWPANE_BIN/showpane-config" set telemetry <anonymous|off>
77
+ "$SHOWPANE_BIN/showpane-config" set telemetry anonymous
81
78
  touch "$SHOWPANE_HOME/.telemetry-prompted"
82
79
  ```
83
80
 
@@ -109,8 +106,8 @@ If the user specified a slug (e.g., "preview whzan"), use that slug directly.
109
106
 
110
107
  If no slug is provided, check how many portals exist:
111
108
  - If there is exactly one portal, use that one and mention it: "Opening your only portal: <slug>"
112
- - If there are multiple portals, ask: "Which portal do you want to preview? Run /portal list to see your portals."
113
- - If there are zero portals, say: "No portals found. Create one first with /portal create."
109
+ - If there are multiple portals, ask: "Which portal do you want to preview? Run /portal-list to see your portals."
110
+ - If there are zero portals, say: "No portals found. Create one first with /portal-create."
114
111
 
115
112
  For single-portal organizations, auto-selecting saves a round trip.
116
113
 
@@ -142,7 +139,7 @@ This handles deployed URLs, custom domains, and any other public preview target.
142
139
 
143
140
  If no server is detected and no app URL is configured, do not open the browser. Instead, inform the user:
144
141
 
145
- "No running server detected. Start the dev server with /portal dev, or set NEXT_PUBLIC_APP_URL in your .env file."
142
+ "No running server detected. Start the dev server with /portal-dev, or set NEXT_PUBLIC_APP_URL in your .env file."
146
143
 
147
144
  ### Step 3: Open the URL in the browser
148
145
 
@@ -180,7 +177,7 @@ URL: http://localhost:3000/client/<slug>
180
177
  ```
181
178
 
182
179
  If the portal has credentials set up, remind the user:
183
- "Login with the credentials from /portal credentials <slug>. For external access, publish first with /portal deploy."
180
+ "Login with the credentials from /portal-credentials <slug>. For external access, publish first with /portal-deploy."
184
181
 
185
182
  If the portal is the example portal (slug is "example"), no credentials are needed -- it is publicly accessible by design.
186
183
 
@@ -207,7 +204,7 @@ This order ensures that during development, the user always sees the latest loca
207
204
  - **Port conflict**: If port 3000 has a non-Showpane process running, `lsof` will still detect it and the URL will be wrong. This is unlikely in practice but worth noting. The user will see a different app in the browser and can correct by specifying the URL manually.
208
205
  - **WSL (Windows Subsystem for Linux)**: `xdg-open` may not work. On WSL, use `wslview` or `explorer.exe` instead. Detect WSL via `grep -qi microsoft /proc/version`.
209
206
  - **SSH/remote session**: If the user is connected via SSH, opening a browser on the remote machine does nothing useful. Detect this via the `SSH_CONNECTION` environment variable and print the URL instead: "You appear to be in an SSH session. Visit this URL on your local machine: <url>"
210
- - **Inactive portal**: If the portal is deactivated (`isActive: false`), the preview will show a "not found" page. Warn the user: "Portal '<slug>' is inactive. You'll see a not-found page. Reactivate it first or use /portal list to check status."
207
+ - **Inactive portal**: If the portal is deactivated (`isActive: false`), the preview will show a "not found" page. Warn the user: "Portal '<slug>' is inactive. You'll see a not-found page. Reactivate it first or use /portal-list to check status."
211
208
 
212
209
  ## Error Handling
213
210
 
@@ -219,21 +216,21 @@ This order ensures that during development, the user always sees the latest loca
219
216
 
220
217
  When the portal opens in the browser, the client will see a login page (unless they have an active session or use a share link). Provide context about how to access the portal:
221
218
 
222
- - **Has credentials**: Remind the user of the username (derived from the slug). Do not display the password -- they can get it from `/portal credentials <slug>` if they need it.
223
- - **No credentials**: Warn that the portal will show a login page but there are no credentials to enter. Suggest running `/portal credentials <slug>` first.
219
+ - **Has credentials**: Remind the user of the username (derived from the slug). Do not display the password -- they can get it from `/portal-credentials <slug>` if they need it.
220
+ - **No credentials**: Warn that the portal will show a login page but there are no credentials to enter. Suggest running `/portal-credentials <slug>` first.
224
221
  - **Example portal**: The built-in example at `/client/example` is publicly accessible and does not require login. No credentials needed.
225
222
 
226
- If the user is previewing to check content before sharing with a client, suggest: "To see exactly what the client will see, open an incognito/private window. Your existing session cookies may affect the view. When the portal looks right, publish it with /portal deploy before sending anything externally."
223
+ If the user is previewing to check content before sharing with a client, suggest: "To see exactly what the client will see, open an incognito/private window. Your existing session cookies may affect the view. When the portal looks right, publish it with /portal-deploy before sending anything externally."
227
224
 
228
225
  ## Previewing After Changes
229
226
 
230
- A common workflow is: edit portal content with `/portal update`, then preview to verify. If the dev server is running with Next.js hot reload, changes to the client component files will appear immediately without a page refresh.
227
+ A common workflow is: edit portal content with `/portal-update`, then preview to verify. If the dev server is running with Next.js hot reload, changes to the client component files will appear immediately without a page refresh.
231
228
 
232
- If the user just ran `/portal update` and then `/portal preview`, mention: "If you don't see your changes, make sure the dev server is running so hot reload can pick them up."
229
+ If the user just ran `/portal-update` and then `/portal-preview`, mention: "If you don't see your changes, make sure the dev server is running so hot reload can pick them up."
233
230
 
234
231
  ## Multiple Portals Preview
235
232
 
236
- If the user asks to "preview all portals" or "open all my portals", open each one in a separate browser tab. However, limit to 5 tabs maximum to avoid browser overload. If there are more than 5 portals, open the 5 most recently updated and note: "Opened the 5 most recently updated portals. Use /portal preview <slug> for specific portals."
233
+ If the user asks to "preview all portals" or "open all my portals", open each one in a separate browser tab. However, limit to 5 tabs maximum to avoid browser overload. If there are more than 5 portals, open the 5 most recently updated and note: "Opened the 5 most recently updated portals. Use /portal-preview <slug> for specific portals."
237
234
 
238
235
  To open multiple tabs, run the open command for each URL sequentially:
239
236
 
@@ -22,8 +22,8 @@ If the user specified a slug (e.g., "preview whzan"), use that slug directly.
22
22
 
23
23
  If no slug is provided, check how many portals exist:
24
24
  - If there is exactly one portal, use that one and mention it: "Opening your only portal: <slug>"
25
- - If there are multiple portals, ask: "Which portal do you want to preview? Run /portal list to see your portals."
26
- - If there are zero portals, say: "No portals found. Create one first with /portal create."
25
+ - If there are multiple portals, ask: "Which portal do you want to preview? Run /portal-list to see your portals."
26
+ - If there are zero portals, say: "No portals found. Create one first with /portal-create."
27
27
 
28
28
  For single-portal organizations, auto-selecting saves a round trip.
29
29
 
@@ -55,7 +55,7 @@ This handles deployed URLs, custom domains, and any other public preview target.
55
55
 
56
56
  If no server is detected and no app URL is configured, do not open the browser. Instead, inform the user:
57
57
 
58
- "No running server detected. Start the dev server with /portal dev, or set NEXT_PUBLIC_APP_URL in your .env file."
58
+ "No running server detected. Start the dev server with /portal-dev, or set NEXT_PUBLIC_APP_URL in your .env file."
59
59
 
60
60
  ### Step 3: Open the URL in the browser
61
61
 
@@ -93,7 +93,7 @@ URL: http://localhost:3000/client/<slug>
93
93
  ```
94
94
 
95
95
  If the portal has credentials set up, remind the user:
96
- "Login with the credentials from /portal credentials <slug>. For external access, publish first with /portal deploy."
96
+ "Login with the credentials from /portal-credentials <slug>. For external access, publish first with /portal-deploy."
97
97
 
98
98
  If the portal is the example portal (slug is "example"), no credentials are needed -- it is publicly accessible by design.
99
99
 
@@ -120,7 +120,7 @@ This order ensures that during development, the user always sees the latest loca
120
120
  - **Port conflict**: If port 3000 has a non-Showpane process running, `lsof` will still detect it and the URL will be wrong. This is unlikely in practice but worth noting. The user will see a different app in the browser and can correct by specifying the URL manually.
121
121
  - **WSL (Windows Subsystem for Linux)**: `xdg-open` may not work. On WSL, use `wslview` or `explorer.exe` instead. Detect WSL via `grep -qi microsoft /proc/version`.
122
122
  - **SSH/remote session**: If the user is connected via SSH, opening a browser on the remote machine does nothing useful. Detect this via the `SSH_CONNECTION` environment variable and print the URL instead: "You appear to be in an SSH session. Visit this URL on your local machine: <url>"
123
- - **Inactive portal**: If the portal is deactivated (`isActive: false`), the preview will show a "not found" page. Warn the user: "Portal '<slug>' is inactive. You'll see a not-found page. Reactivate it first or use /portal list to check status."
123
+ - **Inactive portal**: If the portal is deactivated (`isActive: false`), the preview will show a "not found" page. Warn the user: "Portal '<slug>' is inactive. You'll see a not-found page. Reactivate it first or use /portal-list to check status."
124
124
 
125
125
  ## Error Handling
126
126
 
@@ -132,21 +132,21 @@ This order ensures that during development, the user always sees the latest loca
132
132
 
133
133
  When the portal opens in the browser, the client will see a login page (unless they have an active session or use a share link). Provide context about how to access the portal:
134
134
 
135
- - **Has credentials**: Remind the user of the username (derived from the slug). Do not display the password -- they can get it from `/portal credentials <slug>` if they need it.
136
- - **No credentials**: Warn that the portal will show a login page but there are no credentials to enter. Suggest running `/portal credentials <slug>` first.
135
+ - **Has credentials**: Remind the user of the username (derived from the slug). Do not display the password -- they can get it from `/portal-credentials <slug>` if they need it.
136
+ - **No credentials**: Warn that the portal will show a login page but there are no credentials to enter. Suggest running `/portal-credentials <slug>` first.
137
137
  - **Example portal**: The built-in example at `/client/example` is publicly accessible and does not require login. No credentials needed.
138
138
 
139
- If the user is previewing to check content before sharing with a client, suggest: "To see exactly what the client will see, open an incognito/private window. Your existing session cookies may affect the view. When the portal looks right, publish it with /portal deploy before sending anything externally."
139
+ If the user is previewing to check content before sharing with a client, suggest: "To see exactly what the client will see, open an incognito/private window. Your existing session cookies may affect the view. When the portal looks right, publish it with /portal-deploy before sending anything externally."
140
140
 
141
141
  ## Previewing After Changes
142
142
 
143
- A common workflow is: edit portal content with `/portal update`, then preview to verify. If the dev server is running with Next.js hot reload, changes to the client component files will appear immediately without a page refresh.
143
+ A common workflow is: edit portal content with `/portal-update`, then preview to verify. If the dev server is running with Next.js hot reload, changes to the client component files will appear immediately without a page refresh.
144
144
 
145
- If the user just ran `/portal update` and then `/portal preview`, mention: "If you don't see your changes, make sure the dev server is running so hot reload can pick them up."
145
+ If the user just ran `/portal-update` and then `/portal-preview`, mention: "If you don't see your changes, make sure the dev server is running so hot reload can pick them up."
146
146
 
147
147
  ## Multiple Portals Preview
148
148
 
149
- If the user asks to "preview all portals" or "open all my portals", open each one in a separate browser tab. However, limit to 5 tabs maximum to avoid browser overload. If there are more than 5 portals, open the 5 most recently updated and note: "Opened the 5 most recently updated portals. Use /portal preview <slug> for specific portals."
149
+ If the user asks to "preview all portals" or "open all my portals", open each one in a separate browser tab. However, limit to 5 tabs maximum to avoid browser overload. If there are more than 5 portals, open the 5 most recently updated and note: "Opened the 5 most recently updated portals. Use /portal-preview <slug> for specific portals."
150
150
 
151
151
  To open multiple tabs, run the open command for each URL sequentially:
152
152
 
@@ -73,16 +73,13 @@ echo "TEL_PROMPTED: $TEL_PROMPTED"
73
73
 
74
74
  If output shows `JUST_UPGRADED <from> <to>`, tell the user Showpane was just upgraded and continue.
75
75
 
76
- If output shows `UPGRADE_AVAILABLE <old> <new>`, tell the user a newer Showpane toolchain is available and recommend `/portal upgrade`.
76
+ If output shows `UPGRADE_AVAILABLE <old> <new>`, tell the user a newer Showpane toolchain is available and recommend `/portal-upgrade`.
77
77
 
78
- If `TEL_PROMPTED` is `no`, ask the user once about telemetry and then record the decision:
78
+ If `TEL_PROMPTED` is `no`, default telemetry to `anonymous` without interrupting the flow. Do not mention telemetry unless the user asks.
79
79
 
80
- - anonymous — local analytics plus anonymous remote sync, with no stable device id
81
- - off — local analytics only, no remote sync
82
-
83
- After the user chooses, run:
80
+ Run:
84
81
  ```bash
85
- "$SHOWPANE_BIN/showpane-config" set telemetry <anonymous|off>
82
+ "$SHOWPANE_BIN/showpane-config" set telemetry anonymous
86
83
  touch "$SHOWPANE_HOME/.telemetry-prompted"
87
84
  ```
88
85
 
@@ -140,7 +137,7 @@ When the user is inside a freshly generated Showpane project, the setup should:
140
137
  - Prefer the current working directory as `APP_PATH`
141
138
  - Skip any suggestion to clone the upstream Showpane repository
142
139
  - Auto-detect SQLite from DATABASE_URL (if it starts with "file:" it's SQLite)
143
- - Still ask for org name, contact details, and website URL
140
+ - Reuse the existing workspace org name if it is already obvious, then ask for the next missing contact detail one at a time
144
141
  - Be concise — the user just ran `npx showpane` and wants to get going fast
145
142
 
146
143
  ### Step 3: Set the workspace mode
@@ -190,12 +187,17 @@ Do NOT proceed until the local schema is applied successfully.
190
187
 
191
188
  Ask the user for their organization details one at a time. Do not present all questions at once — guide them through the process conversationally.
192
189
 
193
- 1. **Organization name** (required) e.g., "Acme Consulting". This is the name that appears in portal headers alongside the client name.
190
+ Before asking anything, check the local database. If there is already exactly one organization and it clearly matches the workspace the user just created, keep it as the default and do not ask for the organization name again unless the user wants to change it.
191
+
192
+ If the org already exists with a real name, ask only for the next missing field.
193
+ Do not restart the whole org questionnaire from the top.
194
+
195
+ 1. **Organization name** (required only if not already known) — e.g., "Acme Consulting". This is the name that appears in portal headers alongside the client name.
194
196
  2. **Contact name** (required) — the person who appears on portal footers as the point of contact, e.g., "Jane Smith". This is typically the account manager or sales rep.
195
197
  3. **Contact email** (required) — e.g., "jane@acme.com". Displayed in the portal footer as a mailto link.
196
198
  4. **Contact title** (optional, default: "Account Manager") — e.g., "Director", "Partner", "Client Success Lead". Shown next to the contact name in the portal footer.
197
199
  5. **Contact phone** (optional) — e.g., "+44 7700 900000". If provided, displayed alongside email in the portal footer.
198
- 6. **Company website URL** (optional) — e.g., "acme.com". Used to auto-fetch the company logo via Clearbit.
200
+ 6. **Company website URL** — e.g., "acme.com". Ask for it plainly instead of framing it as optional. Used to auto-fetch the company logo via Clearbit.
199
201
  - If provided, fetch logo URL: `https://logo.clearbit.com/{domain}` and store in `Organization.logoUrl`
200
202
  - Also store the URL in `Organization.websiteUrl`
201
203
  7. **Contact avatar**: Auto-populated from the contact email via Gravatar. No need to ask — just use `getAvatarUrl(email, contactName)` from `app/src/lib/branding.ts` and store in `Organization.contactAvatar`
@@ -227,7 +229,7 @@ Validate the input is a valid hex color:
227
229
 
228
230
  Update the Organization record with `primaryColor` set to the validated hex value. The portal app reads this value and applies it via CSS custom properties (the `--primary` variable in the Tailwind theme).
229
231
 
230
- If the user says "skip" or "default", use `#1a1a1a`. Brand color can always be changed later by running `/portal setup` again.
232
+ If the user says "skip" or "default", use `#1a1a1a`. Brand color can always be changed later by running `/portal-setup` again.
231
233
 
232
234
  ### Step 8: Telemetry reminder
233
235
 
@@ -279,8 +281,8 @@ Showpane setup complete!
279
281
  Telemetry: anonymous
280
282
 
281
283
  Next steps:
282
- 1. Recommended first run: /portal onboard
283
- 2. Fast repeat-user path: /portal create <slug>
284
+ 1. Recommended first run: /portal-onboard
285
+ 2. Fast repeat-user path: /portal-create <slug>
284
286
  3. View the example portal: open http://localhost:3000/client/example
285
287
  ```
286
288
 
@@ -54,7 +54,7 @@ When the user is inside a freshly generated Showpane project, the setup should:
54
54
  - Prefer the current working directory as `APP_PATH`
55
55
  - Skip any suggestion to clone the upstream Showpane repository
56
56
  - Auto-detect SQLite from DATABASE_URL (if it starts with "file:" it's SQLite)
57
- - Still ask for org name, contact details, and website URL
57
+ - Reuse the existing workspace org name if it is already obvious, then ask for the next missing contact detail one at a time
58
58
  - Be concise — the user just ran `npx showpane` and wants to get going fast
59
59
 
60
60
  ### Step 3: Set the workspace mode
@@ -104,12 +104,17 @@ Do NOT proceed until the local schema is applied successfully.
104
104
 
105
105
  Ask the user for their organization details one at a time. Do not present all questions at once — guide them through the process conversationally.
106
106
 
107
- 1. **Organization name** (required) e.g., "Acme Consulting". This is the name that appears in portal headers alongside the client name.
107
+ Before asking anything, check the local database. If there is already exactly one organization and it clearly matches the workspace the user just created, keep it as the default and do not ask for the organization name again unless the user wants to change it.
108
+
109
+ If the org already exists with a real name, ask only for the next missing field.
110
+ Do not restart the whole org questionnaire from the top.
111
+
112
+ 1. **Organization name** (required only if not already known) — e.g., "Acme Consulting". This is the name that appears in portal headers alongside the client name.
108
113
  2. **Contact name** (required) — the person who appears on portal footers as the point of contact, e.g., "Jane Smith". This is typically the account manager or sales rep.
109
114
  3. **Contact email** (required) — e.g., "jane@acme.com". Displayed in the portal footer as a mailto link.
110
115
  4. **Contact title** (optional, default: "Account Manager") — e.g., "Director", "Partner", "Client Success Lead". Shown next to the contact name in the portal footer.
111
116
  5. **Contact phone** (optional) — e.g., "+44 7700 900000". If provided, displayed alongside email in the portal footer.
112
- 6. **Company website URL** (optional) — e.g., "acme.com". Used to auto-fetch the company logo via Clearbit.
117
+ 6. **Company website URL** — e.g., "acme.com". Ask for it plainly instead of framing it as optional. Used to auto-fetch the company logo via Clearbit.
113
118
  - If provided, fetch logo URL: `https://logo.clearbit.com/{domain}` and store in `Organization.logoUrl`
114
119
  - Also store the URL in `Organization.websiteUrl`
115
120
  7. **Contact avatar**: Auto-populated from the contact email via Gravatar. No need to ask — just use `getAvatarUrl(email, contactName)` from `app/src/lib/branding.ts` and store in `Organization.contactAvatar`
@@ -141,7 +146,7 @@ Validate the input is a valid hex color:
141
146
 
142
147
  Update the Organization record with `primaryColor` set to the validated hex value. The portal app reads this value and applies it via CSS custom properties (the `--primary` variable in the Tailwind theme).
143
148
 
144
- If the user says "skip" or "default", use `#1a1a1a`. Brand color can always be changed later by running `/portal setup` again.
149
+ If the user says "skip" or "default", use `#1a1a1a`. Brand color can always be changed later by running `/portal-setup` again.
145
150
 
146
151
  ### Step 8: Telemetry reminder
147
152
 
@@ -193,8 +198,8 @@ Showpane setup complete!
193
198
  Telemetry: anonymous
194
199
 
195
200
  Next steps:
196
- 1. Recommended first run: /portal onboard
197
- 2. Fast repeat-user path: /portal create <slug>
201
+ 1. Recommended first run: /portal-onboard
202
+ 2. Fast repeat-user path: /portal-create <slug>
198
203
  3. View the example portal: open http://localhost:3000/client/example
199
204
  ```
200
205
 
@@ -18,7 +18,7 @@ SHOWPANE_HOME="$HOME/.showpane"
18
18
  SHOWPANE_BIN="$SHOWPANE_HOME/bin"
19
19
  CONFIG="$SHOWPANE_HOME/config.json"
20
20
  if [ ! -f "$CONFIG" ]; then
21
- echo "Showpane not configured. Run /portal setup first."
21
+ echo "Showpane not configured. Run /portal-setup first."
22
22
  exit 1
23
23
  fi
24
24
 
@@ -71,16 +71,13 @@ echo "TEL_PROMPTED: $TEL_PROMPTED"
71
71
 
72
72
  If output shows `JUST_UPGRADED <from> <to>`, tell the user Showpane was just upgraded and continue.
73
73
 
74
- If output shows `UPGRADE_AVAILABLE <old> <new>`, tell the user a newer Showpane toolchain is available and recommend `/portal upgrade`.
74
+ If output shows `UPGRADE_AVAILABLE <old> <new>`, tell the user a newer Showpane toolchain is available and recommend `/portal-upgrade`.
75
75
 
76
- If `TEL_PROMPTED` is `no`, ask the user once about telemetry and then record the decision:
76
+ If `TEL_PROMPTED` is `no`, default telemetry to `anonymous` without interrupting the flow. Do not mention telemetry unless the user asks.
77
77
 
78
- - anonymous — local analytics plus anonymous remote sync, with no stable device id
79
- - off — local analytics only, no remote sync
80
-
81
- After the user chooses, run:
78
+ Run:
82
79
  ```bash
83
- "$SHOWPANE_BIN/showpane-config" set telemetry <anonymous|off>
80
+ "$SHOWPANE_BIN/showpane-config" set telemetry anonymous
84
81
  touch "$SHOWPANE_HOME/.telemetry-prompted"
85
82
  ```
86
83
 
@@ -108,7 +105,7 @@ Share links use HMAC-SHA256 signed tokens. The token encodes the portal slug, a
108
105
 
109
106
  ### Step 1: Identify the target portal
110
107
 
111
- The user must specify which portal to share. If no slug is provided, ask: "Which portal do you want to share? Run /portal list to see your portals."
108
+ The user must specify which portal to share. If no slug is provided, ask: "Which portal do you want to share? Run /portal-list to see your portals."
112
109
 
113
110
  Do not proceed without a slug. Share links are portal-specific.
114
111
 
@@ -134,8 +131,8 @@ Expected success response:
134
131
 
135
132
  Expected error responses:
136
133
 
137
- - `portal_not_found`: The slug does not exist. Suggest `/portal list`.
138
- - `no_credentials`: The portal has no credentials set up. Share links require credentials because the token's validity is tied to the credential version. Suggest running `/portal credentials <slug>` first.
134
+ - `portal_not_found`: The slug does not exist. Suggest `/portal-list`.
135
+ - `no_credentials`: The portal has no credentials set up. Share links require credentials because the token's validity is tied to the credential version. Suggest running `/portal-credentials <slug>` first.
139
136
  - `no_auth_secret`: AUTH_SECRET is not set in the app's `.env`. The user needs to add one. Suggest: `openssl rand -base64 32` to generate a secret.
140
137
  - `no_app_url`: NEXT_PUBLIC_APP_URL is not set. The script cannot construct the full share URL. Ask the user what their portal's public URL is.
141
138
 
@@ -164,7 +161,7 @@ If the user has previously generated share links (check learnings for patterns),
164
161
  Share links are a convenience feature with intentional security trade-offs:
165
162
 
166
163
  - **No automatic expiry**: Links remain valid until credentials are rotated, the portal is deactivated, or AUTH_SECRET changes.
167
- - **Credential version binding**: Rotating credentials invalidates all outstanding share links. This is the revocation mechanism -- if a link is compromised, rotate credentials with `/portal credentials <slug>`.
164
+ - **Credential version binding**: Rotating credentials invalidates all outstanding share links. This is the revocation mechanism -- if a link is compromised, rotate credentials with `/portal-credentials <slug>`.
168
165
  - **Single portal scope**: Each link grants access to exactly one portal. A share link for "whzan" cannot be used to access "acme".
169
166
  - **No re-use tracking**: The link can be used multiple times by anyone who has it. There is no per-user tracking on share links.
170
167
 
@@ -175,13 +172,13 @@ Do NOT log the share URL to learnings or telemetry. The URL contains the signed
175
172
  - Always display the full URL, never truncate or abbreviate it. The user needs to copy-paste it.
176
173
  - Make it clear that the link does not expire automatically and is revoked by credential rotation or portal deactivation.
177
174
  - Use double-line box drawing (`═`) for the border around the link.
178
- - If NEXT_PUBLIC_APP_URL is `http://localhost:3000`, warn the user immediately: "This is a local development URL. Do not send this to a client. Publish with /portal deploy first, then generate the share link again."
175
+ - If NEXT_PUBLIC_APP_URL is `http://localhost:3000`, warn the user immediately: "This is a local development URL. Do not send this to a client. Publish with /portal-deploy first, then generate the share link again."
179
176
 
180
177
  ## Error Handling
181
178
 
182
179
  - If AUTH_SECRET is missing, this is a hard blocker. Explain that share links require a signing secret and provide the generation command: `openssl rand -base64 32`.
183
180
  - If the portal has no credentials, explain that share links are tied to credential versions and the user needs to set up credentials first.
184
- - If the script fails for any other reason, show the error message from stderr and suggest the user check their configuration with `/portal status`.
181
+ - If the script fails for any other reason, show the error message from stderr and suggest the user check their configuration with `/portal-status`.
185
182
 
186
183
  ## Token Anatomy
187
184
 
@@ -214,15 +211,15 @@ The signature is computed using AUTH_SECRET from the app's `.env`. If AUTH_SECRE
214
211
 
215
212
  Common patterns for using share links in practice:
216
213
 
217
- **After publish**: Deploy the portal with `/portal deploy`, then generate a share link if you want a direct hosted access URL instead of asking the client to log in with credentials.
214
+ **After publish**: Deploy the portal with `/portal-deploy`, then generate a share link if you want a direct hosted access URL instead of asking the client to log in with credentials.
218
215
 
219
216
  **For quick reviews**: If a colleague or stakeholder needs to see the portal but should not have permanent credentials, a share link is ideal. It can be reused and does not create a full operator login.
220
217
 
221
- **Re-sharing after content update**: If you update portal content with `/portal update`, publish the latest version if needed, then generate a fresh share link and send it.
218
+ **Re-sharing after content update**: If you update portal content with `/portal-update`, publish the latest version if needed, then generate a fresh share link and send it.
222
219
 
223
220
  ## Learnings Integration
224
221
 
225
- After generating a share link, consider recording a learning entry if this is the first time sharing this portal. The learning helps other skills (like `/portal analytics`) provide better context:
222
+ After generating a share link, consider recording a learning entry if this is the first time sharing this portal. The learning helps other skills (like `/portal-analytics`) provide better context:
226
223
 
227
224
  ```json
228
225
  {"skill":"portal-share","key":"share-event","insight":"whzan shared via link on 2026-04-07","confidence":10,"ts":"2026-04-07T14:30:00Z"}
@@ -236,15 +233,15 @@ Share links do not expire automatically in this version.
236
233
 
237
234
  The revocation mechanisms are:
238
235
 
239
- - rotate credentials with `/portal credentials <slug>`
240
- - deactivate the portal with `/portal delete <slug>`
236
+ - rotate credentials with `/portal-credentials <slug>`
237
+ - deactivate the portal with `/portal-delete <slug>`
241
238
  - rotate `AUTH_SECRET`
242
239
 
243
240
  ## Multiple Share Links
244
241
 
245
242
  Generating a new share link does not invalidate the previous one. Both links remain valid until credentials are rotated, the portal is deactivated, or AUTH_SECRET changes. This means the user can safely generate multiple links for the same portal (e.g., one for the client contact, one for their colleague) without affecting each other.
246
243
 
247
- If the user wants to revoke all outstanding share links immediately, the mechanism is credential rotation: `/portal credentials <slug>`. This bumps the credential version, which invalidates all tokens signed against the previous version.
244
+ If the user wants to revoke all outstanding share links immediately, the mechanism is credential rotation: `/portal-credentials <slug>`. This bumps the credential version, which invalidates all tokens signed against the previous version.
248
245
 
249
246
  ## Completion
250
247
 
@@ -21,7 +21,7 @@ Share links use HMAC-SHA256 signed tokens. The token encodes the portal slug, a
21
21
 
22
22
  ### Step 1: Identify the target portal
23
23
 
24
- The user must specify which portal to share. If no slug is provided, ask: "Which portal do you want to share? Run /portal list to see your portals."
24
+ The user must specify which portal to share. If no slug is provided, ask: "Which portal do you want to share? Run /portal-list to see your portals."
25
25
 
26
26
  Do not proceed without a slug. Share links are portal-specific.
27
27
 
@@ -47,8 +47,8 @@ Expected success response:
47
47
 
48
48
  Expected error responses:
49
49
 
50
- - `portal_not_found`: The slug does not exist. Suggest `/portal list`.
51
- - `no_credentials`: The portal has no credentials set up. Share links require credentials because the token's validity is tied to the credential version. Suggest running `/portal credentials <slug>` first.
50
+ - `portal_not_found`: The slug does not exist. Suggest `/portal-list`.
51
+ - `no_credentials`: The portal has no credentials set up. Share links require credentials because the token's validity is tied to the credential version. Suggest running `/portal-credentials <slug>` first.
52
52
  - `no_auth_secret`: AUTH_SECRET is not set in the app's `.env`. The user needs to add one. Suggest: `openssl rand -base64 32` to generate a secret.
53
53
  - `no_app_url`: NEXT_PUBLIC_APP_URL is not set. The script cannot construct the full share URL. Ask the user what their portal's public URL is.
54
54
 
@@ -77,7 +77,7 @@ If the user has previously generated share links (check learnings for patterns),
77
77
  Share links are a convenience feature with intentional security trade-offs:
78
78
 
79
79
  - **No automatic expiry**: Links remain valid until credentials are rotated, the portal is deactivated, or AUTH_SECRET changes.
80
- - **Credential version binding**: Rotating credentials invalidates all outstanding share links. This is the revocation mechanism -- if a link is compromised, rotate credentials with `/portal credentials <slug>`.
80
+ - **Credential version binding**: Rotating credentials invalidates all outstanding share links. This is the revocation mechanism -- if a link is compromised, rotate credentials with `/portal-credentials <slug>`.
81
81
  - **Single portal scope**: Each link grants access to exactly one portal. A share link for "whzan" cannot be used to access "acme".
82
82
  - **No re-use tracking**: The link can be used multiple times by anyone who has it. There is no per-user tracking on share links.
83
83
 
@@ -88,13 +88,13 @@ Do NOT log the share URL to learnings or telemetry. The URL contains the signed
88
88
  - Always display the full URL, never truncate or abbreviate it. The user needs to copy-paste it.
89
89
  - Make it clear that the link does not expire automatically and is revoked by credential rotation or portal deactivation.
90
90
  - Use double-line box drawing (`═`) for the border around the link.
91
- - If NEXT_PUBLIC_APP_URL is `http://localhost:3000`, warn the user immediately: "This is a local development URL. Do not send this to a client. Publish with /portal deploy first, then generate the share link again."
91
+ - If NEXT_PUBLIC_APP_URL is `http://localhost:3000`, warn the user immediately: "This is a local development URL. Do not send this to a client. Publish with /portal-deploy first, then generate the share link again."
92
92
 
93
93
  ## Error Handling
94
94
 
95
95
  - If AUTH_SECRET is missing, this is a hard blocker. Explain that share links require a signing secret and provide the generation command: `openssl rand -base64 32`.
96
96
  - If the portal has no credentials, explain that share links are tied to credential versions and the user needs to set up credentials first.
97
- - If the script fails for any other reason, show the error message from stderr and suggest the user check their configuration with `/portal status`.
97
+ - If the script fails for any other reason, show the error message from stderr and suggest the user check their configuration with `/portal-status`.
98
98
 
99
99
  ## Token Anatomy
100
100
 
@@ -127,15 +127,15 @@ The signature is computed using AUTH_SECRET from the app's `.env`. If AUTH_SECRE
127
127
 
128
128
  Common patterns for using share links in practice:
129
129
 
130
- **After publish**: Deploy the portal with `/portal deploy`, then generate a share link if you want a direct hosted access URL instead of asking the client to log in with credentials.
130
+ **After publish**: Deploy the portal with `/portal-deploy`, then generate a share link if you want a direct hosted access URL instead of asking the client to log in with credentials.
131
131
 
132
132
  **For quick reviews**: If a colleague or stakeholder needs to see the portal but should not have permanent credentials, a share link is ideal. It can be reused and does not create a full operator login.
133
133
 
134
- **Re-sharing after content update**: If you update portal content with `/portal update`, publish the latest version if needed, then generate a fresh share link and send it.
134
+ **Re-sharing after content update**: If you update portal content with `/portal-update`, publish the latest version if needed, then generate a fresh share link and send it.
135
135
 
136
136
  ## Learnings Integration
137
137
 
138
- After generating a share link, consider recording a learning entry if this is the first time sharing this portal. The learning helps other skills (like `/portal analytics`) provide better context:
138
+ After generating a share link, consider recording a learning entry if this is the first time sharing this portal. The learning helps other skills (like `/portal-analytics`) provide better context:
139
139
 
140
140
  ```json
141
141
  {"skill":"portal-share","key":"share-event","insight":"whzan shared via link on 2026-04-07","confidence":10,"ts":"2026-04-07T14:30:00Z"}
@@ -149,14 +149,14 @@ Share links do not expire automatically in this version.
149
149
 
150
150
  The revocation mechanisms are:
151
151
 
152
- - rotate credentials with `/portal credentials <slug>`
153
- - deactivate the portal with `/portal delete <slug>`
152
+ - rotate credentials with `/portal-credentials <slug>`
153
+ - deactivate the portal with `/portal-delete <slug>`
154
154
  - rotate `AUTH_SECRET`
155
155
 
156
156
  ## Multiple Share Links
157
157
 
158
158
  Generating a new share link does not invalidate the previous one. Both links remain valid until credentials are rotated, the portal is deactivated, or AUTH_SECRET changes. This means the user can safely generate multiple links for the same portal (e.g., one for the client contact, one for their colleague) without affecting each other.
159
159
 
160
- If the user wants to revoke all outstanding share links immediately, the mechanism is credential rotation: `/portal credentials <slug>`. This bumps the credential version, which invalidates all tokens signed against the previous version.
160
+ If the user wants to revoke all outstanding share links immediately, the mechanism is credential rotation: `/portal-credentials <slug>`. This bumps the credential version, which invalidates all tokens signed against the previous version.
161
161
 
162
162
  {{COMPLETION}}