Onboarding wizard
Onboarding wizard
Section titled “Onboarding wizard”What it does: 4-step UI an operator clicks through to provision a new agent.
1. Vision context
Section titled “1. Vision context”Function presets do most of the policy authoring; categories fill in the rest; compliance packs add regulatory floors. The wizard is the visual surface that strings these together into a 60-second flow. For operators who prefer terminal, the operator-cli does the same thing.
The wizard is real TapPass dashboard work — frontend engineering. But every wizard step has a CLI equivalent; the wizard is glue, not the source of truth.
2. Functional specification
Section titled “2. Functional specification”| Step | UI | Equivalent CLI |
|---|---|---|
| 1 | Function picker (11 starter options + Custom) | (input to sandbox-spec create) |
| 2 | Category toggles, pre-ticked from function | (input) |
| 3 | Compliance pack picker (EU AI Act, OWASP LLM, GDPR, …) | tappass policy apply --pack <name> |
| 4 | Preview & commit, with because-trail | tappass sandbox-spec emit-bootstrap <name> |
3. Technical design
Section titled “3. Technical design”React component tree under tappass/dashboard/src/wizard/. Renders the cascade-aware preview using the policy-to-sandbox-config-builder derive(mode=preview) API (no persist, no audit emit).
4. Definition of done
Section titled “4. Definition of done”- All acceptance_criteria pass.
- Usability test: 5 non-engineering operators can complete a typical case in <90s on first attempt.
- Output equivalence test with CLI verified on 100 random configs.
5. Coordination notes
Section titled “5. Coordination notes”With operator-cli: must produce identical output. Define the equivalence as a property test.
6. Out of scope
Section titled “6. Out of scope”- Sandbox monitoring / audit views — these live elsewhere in the dashboard.
- Project / team management —
projects-teams-concept.mdcovers that surface.