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feat: bootstrap Q&A skip on imported onboarded_at#87

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massive-value merged 1 commit into
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kadinb/issue-49-bootstrap-onboarded-skip
May 9, 2026
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feat: bootstrap Q&A skip on imported onboarded_at#87
massive-value merged 1 commit into
mainfrom
kadinb/issue-49-bootstrap-onboarded-skip

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Summary

  • After wbox firm import from a source whose _meta.json.onboarded_at is set, the local _meta.json.onboarded_at is seeded — closing the fresh-install-then-import flow's Q&A loop. The propagation already existed via _merge_meta_bytes(); this PR adds the regression tests.
  • skills/wealthbox-crm/bootstrap.md gets a Step 0 that short-circuits the Q&A when onboarded_at is already set, with a one-line "already onboarded" notice.
  • Three new tests in tests/test_firm_import.py cover: source-with-onboarded-at seeds the destination, source-without-onboarded-at leaves the destination's field alone, and the shipped bootstrap.md template carries the skip instruction.

Closes #49

Test plan

  • pytest -o "pythonpath=src" -q tests/test_firm_import.py — 52 passed (49 prior + 3 new)
  • pytest -o "pythonpath=src" -q — full suite, 391 passed, 1 skipped (pre-existing)
  • ruff check src/ tests/ — clean

Closes #49.

After `wbox firm import` from a source whose `_meta.json.onboarded_at` is
set, the local `_meta.json.onboarded_at` is now seeded too — that's the
existing `apply()` behavior via `_merge_meta_bytes()`, but it was never
covered by a regression test for the fresh-install-then-import flow.

Add a Step 0 to `bootstrap.md` that tells the agent to short-circuit when
`onboarded_at` is already set (e.g. another machine ran the qualitative
Q&A and synced the result via `wbox firm import`), rather than re-asking
the same questions on every imported install.

Tests cover all three required cases:
- importing a zip whose source has `onboarded_at` seeds it locally
- importing a zip whose source lacks `onboarded_at` leaves the local
  field unchanged (pre-existing local value survives; never invented)
- the shipped bootstrap.md template carries the early-out instruction

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
@massive-value massive-value merged commit c79d8ac into main May 9, 2026
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@massive-value massive-value deleted the kadinb/issue-49-bootstrap-onboarded-skip branch May 9, 2026 19:11
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Bootstrap Q&A skip on imported onboarded_at

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