feat: launch first-time setup in webui (#5078)

docs/webui.md

@@ -17,12 +17,12 @@ Use the launcher:
 nanobot webui
 ```
 
-`nanobot webui` creates the config/workspace when needed, checks provider setup,
-offers Quick Start when the model provider is not ready, enables the local
+`nanobot webui` creates the config/workspace when needed, enables the local
 WebSocket channel after confirmation, generates a WebUI bootstrap secret when
-one is missing, starts the gateway, and opens the browser. The first-run path
-binds the WebUI to `127.0.0.1` by default, so it is not available from other
-devices on your LAN.
+one is missing, starts the gateway, and opens the browser. With a fresh config,
+it can open before a model is configured so you can finish setup in **Settings
+→ Models**. The first-run path binds the WebUI to `127.0.0.1` by default, so
+it is not available from other devices on your LAN.
 
 Run it in the background when you do not want to keep a terminal open:
 
@@ -30,6 +30,9 @@ Run it in the background when you do not want to keep a terminal open:
 nanobot webui --background
 ```
 
+Complete first-time model setup in a foreground `nanobot webui` session before using
+`--background`.
+
 Manage the background gateway with `nanobot gateway status`, `nanobot gateway
 logs`, `nanobot gateway restart`, and `nanobot gateway stop`.
 
@@ -55,10 +58,10 @@ gateway health endpoint, `18790` by default, is not the browser UI.
 
 ## First 10 Minutes
 
-Use the WebUI as the primary setup surface after Quick Start:
+Use the WebUI as the primary setup surface:
 
-1. Send `Hello!` in a new topic to prove the selected model works.
-2. Open **Settings → Models** and confirm the active model preset.
+1. Open **Settings → Models** and configure a provider, credential, and active model preset.
+2. Send `Hello!` in a new topic to prove the selected model works.
 3. Start a separate topic before project work, then choose the intended workspace and access mode.
 4. Add only one capability next: a chat channel in **Settings → Channels**, a web/voice/image provider in **Settings**, or an App/MCP integration in **Apps**.
 5. Restart when the WebUI shows a restart requirement, then test that capability with the smallest possible request.

nanobot/cli/commands.py

@@ -920,11 +920,10 @@ def _load_webui_setup_config(config_path: Path) -> Config:
 
 def _provider_setup_error(config: Config) -> str | None:
     """Return the provider setup error, or None when the current model can start."""
-    from nanobot.config.loader import resolve_config_env_vars
     from nanobot.providers.factory import build_provider_snapshot
 
     try:
-        build_provider_snapshot(resolve_config_env_vars(config.model_copy(deep=True)))
+        build_provider_snapshot(config)
     except ValueError as exc:
         return str(exc)
     return None
@@ -1427,7 +1426,7 @@ def webui(
     ),
 ) -> None:
     """Prepare the local WebUI, start the gateway, and open the browser workbench."""
-    from nanobot.config.loader import save_config
+    from nanobot.config.loader import resolve_config_env_vars, save_config
     from nanobot.gateway import GatewayRuntime, GatewayRuntimePaths, GatewayStartOptions
 
     _ensure_interactive_tty_mode()
@@ -1441,8 +1440,24 @@ def webui(
     if workspace:
         setup_config.agents.defaults.workspace = workspace
 
-    provider_error = _provider_setup_error(setup_config)
-    if provider_error:
+    try:
+        resolved_setup_config = resolve_config_env_vars(setup_config.model_copy(deep=True))
+    except ValueError as exc:
+        console.print(f"[red]Error: {exc}[/red]")
+        raise typer.Exit(1) from exc
+
+    provider_error = _provider_setup_error(resolved_setup_config)
+    settings_setup_error = provider_error if provider_error and created_config else None
+    if settings_setup_error:
+        console.print(f"[yellow]Model setup is incomplete: {provider_error}[/yellow]")
+        console.print("Configure a provider and model in WebUI Settings → Models.")
+        if background:
+            console.print(
+                "[red]First-time WebUI setup must run in the foreground. "
+                "Run `nanobot webui` without --background.[/red]"
+            )
+            raise typer.Exit(1)
+    elif provider_error:
         console.print(f"[dim]Provider check: {provider_error}[/dim]")
         setup_config = _run_quick_start_for_webui(setup_config, yes=yes)
         if workspace:
@@ -1585,6 +1600,7 @@ def webui(
         port=effective_gateway_port,
         open_browser_url=None if no_open else webui_url,
         webui_bundle_mode=webui_bundle_mode,
+        unconfigured_provider_error=settings_setup_error,
     )
 
 
@@ -1603,6 +1619,7 @@ def _run_gateway(
     webui_runtime_surface: str = "browser",
     webui_runtime_capabilities: dict[str, Any] | None = None,
     health_server_enabled: bool = True,
+    unconfigured_provider_error: str | None = None,
 ) -> None:
     """Shared gateway runtime; ``open_browser_url`` opens a tab once channels are up."""
     from nanobot.agent.model_presets import load_model_preset_catalog
@@ -1616,7 +1633,11 @@ def _run_gateway(
     from nanobot.cron.service import CronJobSkippedError, CronService
     from nanobot.cron.session_turns import is_bound_cron_job
     from nanobot.cron.types import CronJob
-    from nanobot.providers.factory import build_provider_snapshot, load_provider_snapshot
+    from nanobot.providers.factory import (
+        build_provider_snapshot,
+        build_unconfigured_provider_snapshot,
+        load_provider_snapshot,
+    )
     from nanobot.providers.fallback_provider import FallbackProvider
     from nanobot.providers.image_generation import image_gen_provider_configs
     from nanobot.session.manager import SessionManager
@@ -1664,13 +1685,24 @@ def _run_gateway(
         return snapshot
 
     def _load_gateway_provider_snapshot(*args: Any, **kwargs: Any):
-        return _observe_fallback_models(load_provider_snapshot(*args, **kwargs))
+        try:
+            return _observe_fallback_models(load_provider_snapshot(*args, **kwargs))
+        except ValueError as exc:
+            if unconfigured_provider_error is None:
+                raise
+            return build_unconfigured_provider_snapshot(config, str(exc))
 
-    try:
-        provider_snapshot = _observe_fallback_models(build_provider_snapshot(config))
-    except ValueError as exc:
-        console.print(f"[red]Error: {exc}[/red]")
-        raise typer.Exit(1) from exc
+    if unconfigured_provider_error is not None:
+        provider_snapshot = build_unconfigured_provider_snapshot(
+            config,
+            unconfigured_provider_error,
+        )
+    else:
+        try:
+            provider_snapshot = _observe_fallback_models(build_provider_snapshot(config))
+        except ValueError as exc:
+            console.print(f"[red]Error: {exc}[/red]")
+            raise typer.Exit(1) from exc
     session_manager = SessionManager(config.workspace_path)
 
     # Self-heal the gateway state file with the current PID after any restart.

nanobot/providers/factory.py

@@ -212,6 +212,22 @@ def make_provider(
     return provider
 
 
+def build_unconfigured_provider_snapshot(config: Config, setup_error: str) -> ProviderSnapshot:
+    """Build a non-networking runtime so the WebUI can collect first-time setup."""
+    from nanobot.providers.unconfigured_provider import UnconfiguredProvider
+
+    preset = config.resolve_preset()
+    provider = UnconfiguredProvider(preset.model)
+    provider.generation = preset.to_generation_settings()
+    return ProviderSnapshot(
+        provider=provider,
+        model=preset.model,
+        context_window_tokens=preset.context_window_tokens,
+        signature=("unconfigured", setup_error, preset.model),
+        generation=provider.generation,
+    )
+
+
 def provider_signature(
     config: Config,
     *,

nanobot/providers/unconfigured_provider.py

@@ -0,0 +1,36 @@
+"""Provider used while the local WebUI is waiting for first-time setup."""
+
+from __future__ import annotations
+
+from nanobot.providers.base import LLMProvider, LLMResponse
+
+
+class UnconfiguredProvider(LLMProvider):
+    """Keep the gateway available for settings before a model is configured."""
+
+    def __init__(self, default_model: str) -> None:
+        super().__init__()
+        self._default_model = default_model
+
+    async def chat(
+        self,
+        messages: list[dict],
+        tools: list[dict] | None = None,
+        model: str | None = None,
+        max_tokens: int = 4096,
+        temperature: float = 0.7,
+        reasoning_effort: str | None = None,
+        tool_choice: str | dict | None = None,
+    ) -> LLMResponse:
+        return LLMResponse(
+            content=(
+                "Nanobot needs a model before it can chat. Open Settings → Models "
+                "to configure a provider and model, then send your message again."
+            ),
+            finish_reason="error",
+            error_kind="configuration",
+            error_should_retry=False,
+        )
+
+    def get_default_model(self) -> str:
+        return self._default_model

tests/cli/test_commands.py

@@ -25,6 +25,7 @@ from nanobot.cron.webui_metadata import cron_proactive_delivery_metadata
 from nanobot.providers.factory import ProviderSnapshot, make_provider, provider_signature
 from nanobot.providers.openai_codex_provider import _strip_model_prefix
 from nanobot.providers.registry import find_by_name
+from nanobot.providers.unconfigured_provider import UnconfiguredProvider
 from nanobot.session.webui_turns import WebuiTurnRoutePolicy
 from nanobot.webui.metadata import (
     WEBUI_MESSAGE_SOURCE_METADATA_KEY,
@@ -2023,6 +2024,7 @@ def test_webui_yes_creates_config_and_enables_local_websocket(
         "port": 18888,
         "open_browser_url": None,
         "webui_bundle_mode": "auto",
+        "unconfigured_provider_error": None,
     }
     compact_output = re.sub(r"\s+", " ", _strip_ansi(result.stdout))
     assert "bootstrap secret was generated" in compact_output
@@ -2032,19 +2034,92 @@ def test_webui_yes_creates_config_and_enables_local_websocket(
     assert "Press Ctrl+C here to stop nanobot" in compact_output
 
 
-def test_webui_yes_refuses_missing_provider_setup(monkeypatch, tmp_path: Path) -> None:
+def test_webui_yes_starts_first_run_without_provider_setup(monkeypatch, tmp_path: Path) -> None:
     config_file = tmp_path / "config.json"
+    seen: dict[str, object] = {}
 
-    def _missing_provider(_config: Config, **_kwargs) -> ProviderSnapshot:
-        raise ValueError("No API key configured for provider 'custom'.")
+    monkeypatch.setattr(
+        "nanobot.cli.commands._provider_setup_error",
+        lambda _config: "No API key configured for provider 'custom'.",
+    )
+    _patch_gateway_ports_free(monkeypatch)
+    monkeypatch.setattr("nanobot.cli.commands.sync_workspace_templates", lambda _path: None)
+    monkeypatch.setattr(
+        "nanobot.cli.commands._run_gateway",
+        lambda config, **kwargs: seen.update(config=config, **kwargs),
+    )
 
-    monkeypatch.setattr("nanobot.providers.factory.build_provider_snapshot", _missing_provider)
+    result = runner.invoke(app, ["webui", "--config", str(config_file), "--yes", "--no-open"])
+
+    assert result.exit_code == 0
+    assert config_file.exists()
+    assert seen["unconfigured_provider_error"] == "No API key configured for provider 'custom'."
+    assert "Configure a provider and model in WebUI Settings → Models." in result.stdout
+
+
+def test_webui_missing_runtime_env_fails_before_starting_gateway(
+    monkeypatch,
+    tmp_path: Path,
+) -> None:
+    config_file = tmp_path / "config.json"
+    missing_env = "NANOBOT_TEST_MISSING_WEBUI_SECRET"
+    monkeypatch.delenv(missing_env, raising=False)
+    config_file.write_text(
+        json.dumps({
+            "agents": {
+                "defaults": {
+                    "provider": "ollama",
+                    "model": "ollama/qwen3",
+                }
+            },
+            "channels": {
+                "websocket": {
+                    "enabled": True,
+                    "host": "0.0.0.0",
+                    "tokenIssueSecret": f"${{{missing_env}}}",
+                }
+            },
+        }),
+        encoding="utf-8",
+    )
+    monkeypatch.setattr(
+        "nanobot.cli.commands._run_gateway",
+        lambda *_args, **_kwargs: pytest.fail("gateway must not start with unresolved config"),
+    )
+
+    result = runner.invoke(app, ["webui", "--config", str(config_file), "--yes", "--no-open"])
+
+    assert result.exit_code == 1
+    assert missing_env in result.stdout
+    assert f"${{{missing_env}}}" in config_file.read_text(encoding="utf-8")
+
+
+def test_webui_yes_still_refuses_invalid_custom_model_setup(
+    monkeypatch,
+    tmp_path: Path,
+) -> None:
+    config_file = tmp_path / "config.json"
+    config_file.write_text(
+        json.dumps({
+            "agents": {
+                "defaults": {
+                    "provider": "custom",
+                    "model": "custom/test-model",
+                }
+            },
+            "providers": {
+                "custom": {
+                    "displayName": "Custom",
+                }
+            },
+        }),
+        encoding="utf-8",
+    )
 
     result = runner.invoke(app, ["webui", "--config", str(config_file), "--yes"])
 
     assert result.exit_code == 1
     assert "provider/model setup is incomplete" in result.stdout
-    assert not config_file.exists()
 
 
 def test_webui_background_starts_runtime_and_opens_browser(monkeypatch, tmp_path: Path) -> None:
@@ -2775,9 +2850,11 @@ def test_gateway_bound_cron_runs_as_session_turn(
     assert msg.metadata["thread_id"] == "om_root123"
 
 
+@pytest.mark.parametrize("setup_error", [None, "No API key configured"])
 def test_gateway_local_trigger_queue_submits_agent_turns(
     monkeypatch,
     tmp_path: Path,
+    setup_error: str | None,
 ) -> None:
     config = Config()
     config.agents.defaults.workspace = str(tmp_path / "config-workspace")
@@ -2885,11 +2962,16 @@ def test_gateway_local_trigger_queue_submits_agent_turns(
         _fake_run_local_trigger_queue,
     )
 
-    cli_commands._run_gateway(config, health_server_enabled=False)
+    cli_commands._run_gateway(
+        config,
+        health_server_enabled=False,
+        unconfigured_provider_error=setup_error,
+    )
 
     agent = seen["agent"]
     agent_kwargs = seen["agent_from_config_kwargs"]
     kwargs = seen["local_trigger_queue_kwargs"]
+    assert isinstance(agent_kwargs["provider"], UnconfiguredProvider) is bool(setup_error)
     assert "local_trigger_store" in agent_kwargs
     assert kwargs["store"] is agent_kwargs["local_trigger_store"]
     assert "bus" not in kwargs