Archon onboarding, README updates, and MCP/global rule expansion for more coding assistants

README.md

@@ -16,6 +16,8 @@
 
 ## 🎯 What is Archon?
 
+> Archon is currently in beta! Expect things to not work 100%, and please feel free to share any feedback and contribute with fixes/new features!
+
 Archon is the **command center** for AI coding assistants. For you, it's a sleek interface to manage knowledge, context, and tasks for your projects. For the AI coding assistant(s), it's a **Model Context Protocol (MCP) server** to collaborate on and leverage the same knowledge, context, and tasks. Connect Claude Code, Kiro, Cursor, Windsurf, etc. to give your AI agents access to:
 
 - **Your documentation** (crawled websites, uploaded PDFs/docs)
@@ -32,7 +34,7 @@ This new vision for Archon replaces the old one (the agenteer). Archon used to b
 
 - **[GitHub Discussions](https://github.com/coleam00/Archon/discussions)** - Join the conversation and share ideas about Archon
 - **[Contributing Guide](CONTRIBUTING.md)** - How to get involved and contribute to Archon
-- **[Introduction Video](#)** - Coming Soon
+- **[Introduction Video](https://youtu.be/8pRc_s2VQIo)** - Getting Started Guide and Vision for Archon
 - **[Dynamous AI Mastery](https://dynamous.ai)** - The birthplace of Archon - come join a vibrant community of other early AI adopters all helping each other transform their careers and businesses!
 
 ## Quick Start
@@ -70,7 +72,7 @@ This new vision for Archon replaces the old one (the agenteer). Archon used to b
    This starts the core microservices:
    - **Server**: Core API and business logic (Port: 8181)
    - **MCP Server**: Protocol interface for AI clients (Port: 8051)
-   - **Agents**: AI operations and streaming (Port: 8052)
+   - **Agents (coming soon!)**: AI operations and streaming (Port: 8052)
    - **UI**: Web interface (Port: 3737)
 
    Ports are configurable in your .env as well!
@@ -126,17 +128,6 @@ Once everything is running:
 | **MCP Server** | archon-mcp | http://localhost:8051 | Model Context Protocol interface |
 | **Agents Service** | archon-agents | http://localhost:8052 | AI/ML operations, reranking |
 
-### Optional Documentation Service
-
-The documentation service is optional. To run it:
-
-```bash
-# Start core services + documentation
-docker-compose -f docker-compose.yml -f docker-compose.docs.yml up --build -d
-```
-
-Then access documentation at: **http://localhost:3838**
-
 ## What's Included
 
 ### 🧠 Knowledge Management

archon-ui-main/src/App.tsx

@@ -3,6 +3,7 @@ import { BrowserRouter as Router, Routes, Route, Navigate } from 'react-router-d
 import { KnowledgeBasePage } from './pages/KnowledgeBasePage';
 import { SettingsPage } from './pages/SettingsPage';
 import { MCPPage } from './pages/MCPPage';
+import { OnboardingPage } from './pages/OnboardingPage';
 import { MainLayout } from './components/layouts/MainLayout';
 import { ThemeProvider } from './contexts/ThemeContext';
 import { ToastProvider } from './contexts/ToastContext';
@@ -18,6 +19,7 @@ const AppRoutes = () => {
   return (
     <Routes>
       <Route path="/" element={<KnowledgeBasePage />} />
+      <Route path="/onboarding" element={<OnboardingPage />} />
       <Route path="/settings" element={<SettingsPage />} />
       <Route path="/mcp" element={<MCPPage />} />
       {projectsEnabled ? (

archon-ui-main/src/components/layouts/MainLayout.tsx

@@ -1,10 +1,11 @@
 import React, { useState, useEffect } from 'react';
-import { useNavigate } from 'react-router-dom';
+import { useNavigate, useLocation } from 'react-router-dom';
 import { SideNavigation } from './SideNavigation';
 import { ArchonChatPanel } from './ArchonChatPanel';
 import { X } from 'lucide-react';
 import { useToast } from '../../contexts/ToastContext';
 import { credentialsService } from '../../services/credentialsService';
+import { isLmConfigured } from '../../utils/onboarding';
 /**
  * Props for the MainLayout component
  */
@@ -26,6 +27,7 @@ export const MainLayout: React.FC<MainLayoutProps> = ({
   const [isChatOpen, setIsChatOpen] = useState(false);
   const { showToast } = useToast();
   const navigate = useNavigate();
+  const location = useLocation();
   const [backendReady, setBackendReady] = useState(false);
 
   // Check backend readiness
@@ -36,11 +38,17 @@ export const MainLayout: React.FC<MainLayoutProps> = ({
       const retryDelay = 1000;
       
       try {
+        // Create AbortController for proper timeout handling
+        const controller = new AbortController();
+        const timeoutId = setTimeout(() => controller.abort(), 5000);
+        
         // Check if backend is responding with a simple health check
         const response = await fetch(`${credentialsService['baseUrl']}/health`, {
           method: 'GET',
-          timeout: 5000
-        } as any);
+          signal: controller.signal
+        });
+        
+        clearTimeout(timeoutId);
         
         if (response.ok) {
           const healthData = await response.json();
@@ -68,7 +76,10 @@ export const MainLayout: React.FC<MainLayoutProps> = ({
           throw new Error(`Backend health check failed: ${response.status}`);
         }
       } catch (error) {
-        const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+        // Handle AbortError separately for timeout
+        const errorMessage = error instanceof Error 
+          ? (error.name === 'AbortError' ? 'Request timeout (5s)' : error.message)
+          : 'Unknown error';
         console.log(`Backend not ready yet (attempt ${retryCount + 1}/${maxRetries}):`, errorMessage);
         
         // Retry if we haven't exceeded max retries
@@ -90,6 +101,59 @@ export const MainLayout: React.FC<MainLayoutProps> = ({
     }, 1000); // Wait 1 second for initial app startup
   }, [showToast, navigate]); // Removed backendReady from dependencies to prevent double execution
 
+  // Check for onboarding redirect after backend is ready
+  useEffect(() => {
+    const checkOnboarding = async () => {
+      // Skip if not ready, already on onboarding, or already dismissed
+      if (!backendReady || location.pathname === '/onboarding') {
+        return;
+      }
+
+      // Check if onboarding was already dismissed
+      if (localStorage.getItem('onboardingDismissed') === 'true') {
+        return;
+      }
+
+      try {
+        // Fetch credentials in parallel
+        const [ragCreds, apiKeyCreds] = await Promise.all([
+          credentialsService.getCredentialsByCategory('rag_strategy'),
+          credentialsService.getCredentialsByCategory('api_keys')
+        ]);
+
+        // Check if LM is configured
+        const configured = isLmConfigured(ragCreds, apiKeyCreds);
+        
+        if (!configured) {
+          // Redirect to onboarding
+          navigate('/onboarding', { replace: true });
+        }
+      } catch (error) {
+        // Detailed error handling per alpha principles - fail loud but don't block
+        const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+        const errorDetails = {
+          context: 'Onboarding configuration check',
+          pathname: location.pathname,
+          error: errorMessage,
+          timestamp: new Date().toISOString()
+        };
+        
+        // Log with full context and stack trace
+        console.error('ONBOARDING_CHECK_FAILED:', errorDetails, error);
+        
+        // Make error visible to user but don't block app functionality
+        showToast(
+          `Configuration check failed: ${errorMessage}. You can manually configure in Settings.`,
+          'warning'
+        );
+        
+        // Let user continue - onboarding is optional, they can configure manually
+      }
+    };
+
+    checkOnboarding();
+  }, [backendReady, location.pathname, navigate, showToast]);
+
   return <div className="relative min-h-screen bg-white dark:bg-black overflow-hidden">
       {/* Fixed full-page background grid that doesn't scroll */}
       <div className="fixed inset-0 neon-grid pointer-events-none z-0"></div>
@@ -104,9 +168,22 @@ export const MainLayout: React.FC<MainLayoutProps> = ({
         </div>
       </div>
       {/* Floating Chat Button - Only visible when chat is closed */}
-      {!isChatOpen && <button onClick={() => setIsChatOpen(true)} className="fixed bottom-6 right-6 z-50 w-14 h-14 rounded-full flex items-center justify-center backdrop-blur-md bg-gradient-to-b from-white/10 to-black/30 dark:from-white/10 dark:to-black/30 from-blue-100/80 to-blue-50/60 shadow-[0_0_20px_rgba(59,130,246,0.3)] dark:shadow-[0_0_20px_rgba(59,130,246,0.7)] hover:shadow-[0_0_25px_rgba(59,130,246,0.5)] dark:hover:shadow-[0_0_25px_rgba(59,130,246,0.9)] transition-all duration-300 overflow-hidden border border-blue-200 dark:border-transparent" aria-label="Open Knowledge Assistant">
-          <img src="/logo-neon.svg" alt="Archon" className="w-7 h-7" />
-        </button>}
+      {!isChatOpen && (
+        <div className="fixed bottom-6 right-6 z-50 group">
+          <button 
+            disabled
+            className="w-14 h-14 rounded-full flex items-center justify-center backdrop-blur-md bg-gradient-to-b from-gray-100/80 to-gray-50/60 dark:from-gray-700/30 dark:to-gray-800/30 shadow-[0_0_10px_rgba(156,163,175,0.3)] dark:shadow-[0_0_10px_rgba(156,163,175,0.3)] cursor-not-allowed opacity-60 overflow-hidden border border-gray-300 dark:border-gray-600" 
+            aria-label="Knowledge Assistant - Coming Soon">
+            <img src="/logo-neon.svg" alt="Archon" className="w-7 h-7 grayscale opacity-50" />
+          </button>
+          {/* Tooltip */}
+          <div className="absolute bottom-full right-0 mb-2 px-3 py-2 bg-gray-800 dark:bg-gray-900 text-white text-sm rounded-lg shadow-lg opacity-0 group-hover:opacity-100 transition-opacity duration-200 pointer-events-none whitespace-nowrap">
+            <div className="font-medium">Coming Soon</div>
+            <div className="text-xs text-gray-300">Knowledge Assistant is under development</div>
+            <div className="absolute bottom-0 right-6 transform translate-y-1/2 rotate-45 w-2 h-2 bg-gray-800 dark:bg-gray-900"></div>
+          </div>
+        </div>
+      )}
       {/* Chat Sidebar - Slides in/out from right */}
       <div className="fixed top-0 right-0 h-full z-40 transition-transform duration-300 ease-in-out transform" style={{
       transform: isChatOpen ? 'translateX(0)' : 'translateX(100%)'

archon-ui-main/src/components/onboarding/ProviderStep.tsx

@@ -0,0 +1,193 @@
+import { useState } from 'react';
+import { Key, ExternalLink, Save, Loader } from 'lucide-react';
+import { Input } from '../ui/Input';
+import { Button } from '../ui/Button';
+import { Select } from '../ui/Select';
+import { useToast } from '../../contexts/ToastContext';
+import { credentialsService } from '../../services/credentialsService';
+
+interface ProviderStepProps {
+  onSaved: () => void;
+  onSkip: () => void;
+}
+
+export const ProviderStep = ({ onSaved, onSkip }: ProviderStepProps) => {
+  const [provider, setProvider] = useState('openai');
+  const [apiKey, setApiKey] = useState('');
+  const [saving, setSaving] = useState(false);
+  const { showToast } = useToast();
+
+  const handleSave = async () => {
+    if (!apiKey.trim()) {
+      showToast('Please enter an API key', 'error');
+      return;
+    }
+
+    setSaving(true);
+    try {
+      // Save the API key
+      await credentialsService.createCredential({
+        key: 'OPENAI_API_KEY',
+        value: apiKey,
+        is_encrypted: true,
+        category: 'api_keys'
+      });
+
+      // Update the provider setting if needed
+      await credentialsService.updateCredential({
+        key: 'LLM_PROVIDER',
+        value: 'openai',
+        is_encrypted: false,
+        category: 'rag_strategy'
+      });
+
+      showToast('API key saved successfully!', 'success');
+      onSaved();
+    } catch (error) {
+      // Detailed error handling for critical configuration per alpha principles
+      const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+      const errorDetails = {
+        context: 'API key configuration',
+        operation: 'save_openai_key',
+        provider: 'openai',
+        error: errorMessage,
+        timestamp: new Date().toISOString()
+      };
+      
+      // Log with full context and stack trace
+      console.error('API_KEY_SAVE_FAILED:', errorDetails, error);
+      
+      // Show specific error details to help user resolve the issue
+      if (errorMessage.includes('duplicate') || errorMessage.includes('already exists')) {
+        showToast(
+          'API key already exists. Please update it in Settings if you want to change it.',
+          'warning'
+        );
+      } else if (errorMessage.includes('network') || errorMessage.includes('fetch')) {
+        showToast(
+          `Network error while saving API key: ${errorMessage}. Please check your connection.`,
+          'error'
+        );
+      } else if (errorMessage.includes('unauthorized') || errorMessage.includes('forbidden')) {
+        showToast(
+          `Permission error: ${errorMessage}. Please check backend configuration.`,
+          'error'
+        );
+      } else {
+        // Show the actual error for unknown issues
+        showToast(
+          `Failed to save API key: ${errorMessage}`,
+          'error'
+        );
+      }
+    } finally {
+      setSaving(false);
+    }
+  };
+
+  const handleSkip = () => {
+    showToast('You can configure your provider in Settings', 'info');
+    onSkip();
+  };
+
+  return (
+    <div className="space-y-6">
+      {/* Provider Selection */}
+      <div>
+        <Select
+          label="Select AI Provider"
+          value={provider}
+          onChange={(e) => setProvider(e.target.value)}
+          options={[
+            { value: 'openai', label: 'OpenAI' },
+            { value: 'google', label: 'Google Gemini' },
+            { value: 'ollama', label: 'Ollama (Local)' },
+          ]}
+          accentColor="green"
+        />
+        <p className="mt-2 text-sm text-gray-600 dark:text-zinc-400">
+          {provider === 'openai' && 'OpenAI provides powerful models like GPT-4. You\'ll need an API key from OpenAI.'}
+          {provider === 'google' && 'Google Gemini offers advanced AI capabilities. Configure in Settings after setup.'}
+          {provider === 'ollama' && 'Ollama runs models locally on your machine. Configure in Settings after setup.'}
+        </p>
+      </div>
+
+      {/* OpenAI API Key Input */}
+      {provider === 'openai' && (
+        <>
+          <div>
+            <Input
+              label="OpenAI API Key"
+              type="password"
+              value={apiKey}
+              onChange={(e) => setApiKey(e.target.value)}
+              placeholder="sk-..."
+              accentColor="green"
+              icon={<Key className="w-4 h-4" />}
+            />
+            <p className="mt-2 text-sm text-gray-600 dark:text-zinc-400">
+              Your API key will be encrypted and stored securely.
+            </p>
+          </div>
+
+          <div className="flex items-center gap-2 text-sm">
+            <a
+              href="https://platform.openai.com/api-keys"
+              target="_blank"
+              rel="noopener noreferrer"
+              className="text-blue-500 hover:text-blue-600 dark:text-blue-400 dark:hover:text-blue-300 flex items-center gap-1"
+            >
+              Get an API key from OpenAI
+              <ExternalLink className="w-3 h-3" />
+            </a>
+          </div>
+
+          <div className="flex gap-3 pt-4">
+            <Button
+              variant="primary"
+              size="lg"
+              onClick={handleSave}
+              disabled={saving || !apiKey.trim()}
+              icon={saving ? <Loader className="w-4 h-4 animate-spin" /> : <Save className="w-4 h-4" />}
+              className="flex-1"
+            >
+              {saving ? 'Saving...' : 'Save & Continue'}
+            </Button>
+            <Button
+              variant="outline"
+              size="lg"
+              onClick={handleSkip}
+              disabled={saving}
+              className="flex-1"
+            >
+              Skip for Now
+            </Button>
+          </div>
+        </>
+      )}
+
+      {/* Non-OpenAI Provider Message */}
+      {provider !== 'openai' && (
+        <div className="space-y-4">
+          <div className="p-4 bg-blue-50 dark:bg-blue-900/20 border border-blue-200 dark:border-blue-800 rounded-lg">
+            <p className="text-sm text-blue-800 dark:text-blue-200">
+              {provider === 'google' && 'Google Gemini configuration will be available in Settings after setup.'}
+              {provider === 'ollama' && 'Ollama configuration will be available in Settings after setup. Make sure Ollama is running locally.'}
+            </p>
+          </div>
+          
+          <div className="flex gap-3 pt-4">
+            <Button
+              variant="primary"
+              size="lg"
+              onClick={handleSkip}
+              className="flex-1"
+            >
+              Continue to Settings
+            </Button>
+          </div>
+        </div>
+      )}
+    </div>
+  );
+};

archon-ui-main/src/components/prp/components/SimpleMarkdown.tsx

@@ -38,7 +38,7 @@ export const SimpleMarkdown: React.FC<SimpleMarkdownProps> = ({ content, classNa
   };
   
   const processInlineMarkdown = (text: string): React.ReactNode => {
-    let processed = text;
+    const processed = text;
     const elements: React.ReactNode[] = [];
     let lastIndex = 0;
     
@@ -55,7 +55,7 @@ export const SimpleMarkdown: React.FC<SimpleMarkdownProps> = ({ content, classNa
     
     // Process *italic* text
     const italicRegex = /\*(.*?)\*/g;
-    let remainingText = processed.slice(lastIndex);
+    const remainingText = processed.slice(lastIndex);
     lastIndex = 0;
     const italicElements: React.ReactNode[] = [];
     

archon-ui-main/src/components/settings/IDEGlobalRules.tsx

@@ -4,11 +4,11 @@ import { Card } from '../ui/Card';
 import { Button } from '../ui/Button';
 import { useToast } from '../../contexts/ToastContext';
 
-type IDE = 'claude' | 'windsurf' | 'cursor';
+type RuleType = 'claude' | 'universal';
 
 export const IDEGlobalRules = () => {
   const [copied, setCopied] = useState(false);
-  const [selectedIDE, setSelectedIDE] = useState<IDE>('claude');
+  const [selectedRuleType, setSelectedRuleType] = useState<RuleType>('claude');
   const { showToast } = useToast();
   
   const claudeRules = `# CRITICAL: ARCHON-FIRST RULE - READ THIS FIRST
@@ -355,7 +355,7 @@ archon:manage_task(
 - [ ] Basic functionality tested
 - [ ] Documentation updated if needed`;
 
-  const genericRules = `# Archon Integration & Workflow
+  const universalRules = `# Archon Integration & Workflow
 
 **CRITICAL: This project uses Archon for knowledge management, task tracking, and project organization.**
 
@@ -378,13 +378,7 @@ archon:manage_task(
 - Maintain task descriptions and add implementation notes
 - DO NOT MAKE ASSUMPTIONS - check project documentation for questions`;
 
-  const ideRules = {
-    claude: claudeRules,
-    windsurf: genericRules,
-    cursor: genericRules
-  };
-
-  const currentRules = ideRules[selectedIDE];
+  const currentRules = selectedRuleType === 'claude' ? claudeRules : universalRules;
 
   // Simple markdown parser for display
   const renderMarkdown = (text: string) => {
@@ -481,7 +475,7 @@ archon:manage_task(
     try {
       await navigator.clipboard.writeText(currentRules);
       setCopied(true);
-      showToast(`${selectedIDE.charAt(0).toUpperCase() + selectedIDE.slice(1)} rules copied to clipboard!`, 'success');
+      showToast(`${selectedRuleType === 'claude' ? 'Claude Code' : 'Universal'} rules copied to clipboard!`, 'success');
       
       // Reset copy icon after 2 seconds
       setTimeout(() => {
@@ -494,94 +488,57 @@ archon:manage_task(
   };
 
   return (
-    <Card accentColor="pink" className="p-8">
+    <Card accentColor="blue" className="p-8">
       <div className="space-y-6">
         <div className="flex justify-between items-start">
           <p className="text-sm text-gray-600 dark:text-zinc-400 w-4/5">
-            Add Global rules to your IDE to increase the consistency of the workflow.
+            Add global rules to your AI assistant to ensure consistent Archon workflow integration.
           </p>
           <Button 
             variant="outline" 
-            accentColor="pink" 
+            accentColor="blue" 
             icon={copied ? <Check className="w-4 h-4 mr-1" /> : <Copy className="w-4 h-4 mr-1" />}
             className="ml-auto whitespace-nowrap px-4 py-2"
             size="md"
             onClick={handleCopyToClipboard}
           >
-            {copied ? 'Copied!' : `Copy ${selectedIDE.charAt(0).toUpperCase() + selectedIDE.slice(1)} Rules`}
+            {copied ? 'Copied!' : `Copy ${selectedRuleType === 'claude' ? 'Claude Code' : 'Universal'} Rules`}
           </Button>
         </div>
 
-        {/* IDE Cards Section */}
-        <div className="grid grid-cols-1 md:grid-cols-3 gap-4">
-          {/* Cursor Card */}
-          <div 
-            onClick={() => setSelectedIDE('cursor')}
-            className={`relative p-4 rounded-xl cursor-pointer transition-all duration-200 ${
-              selectedIDE === 'cursor' 
-                ? 'bg-gradient-to-br from-gray-800/50 to-gray-900/40 dark:from-white/50 dark:to-gray-200/40 border-2 border-gray-500/50 shadow-[0_0_20px_rgba(107,114,128,0.3)]' 
-                : 'bg-gradient-to-br from-gray-800/30 to-gray-900/20 dark:from-white/30 dark:to-gray-200/20 border border-gray-500/30 shadow-lg hover:shadow-[0_0_15px_rgba(107,114,128,0.2)]'
-            }`}
-          >
-            <div className="flex items-center gap-2 mb-2">
-              <img src="/img/cursor.svg" alt="Cursor" className="w-5 h-5 filter invert dark:invert-0" />
-              <h3 className="text-sm font-semibold text-gray-800 dark:text-white">Cursor</h3>
-              {selectedIDE === 'cursor' && (
-                <Check className="w-4 h-4 ml-auto text-gray-600 dark:text-gray-300" />
-              )}
-            </div>
-            <p className="text-xs text-gray-600 dark:text-gray-400">
-              Create .cursorrules file in project root or use Settings → Rules
-            </p>
-          </div>
+        {/* Rule Type Selector */}
+        <fieldset className="flex items-center space-x-6">
+          <legend className="sr-only">Select rule type</legend>
+          <label className="flex items-center cursor-pointer">
+            <input
+              type="radio"
+              name="ruleType"
+              value="claude"
+              checked={selectedRuleType === 'claude'}
+              onChange={() => setSelectedRuleType('claude')}
+              className="mr-2 text-blue-500 focus:ring-blue-500"
+              aria-label="Claude Code Rules - Comprehensive Archon workflow instructions for Claude"
+            />
+            <span className="text-sm font-medium text-gray-700 dark:text-gray-300">Claude Code Rules</span>
+          </label>
+          <label className="flex items-center cursor-pointer">
+            <input
+              type="radio"
+              name="ruleType"
+              value="universal"
+              checked={selectedRuleType === 'universal'}
+              onChange={() => setSelectedRuleType('universal')}
+              className="mr-2 text-blue-500 focus:ring-blue-500"
+              aria-label="Universal Agent Rules - Simplified workflow for all other AI agents"
+            />
+            <span className="text-sm font-medium text-gray-700 dark:text-gray-300">Universal Agent Rules</span>
+          </label>
+        </fieldset>
 
-          {/* Windsurf Card */}
-          <div 
-            onClick={() => setSelectedIDE('windsurf')}
-            className={`relative p-4 rounded-xl cursor-pointer transition-all duration-200 ${
-              selectedIDE === 'windsurf' 
-                ? 'bg-gradient-to-br from-emerald-500/50 to-green-600/40 border-2 border-emerald-500/50 shadow-[0_0_20px_rgba(16,185,129,0.3)]' 
-                : 'bg-gradient-to-br from-emerald-500/30 to-green-600/20 border border-emerald-500/30 shadow-lg hover:shadow-[0_0_15px_rgba(16,185,129,0.2)]'
-            }`}
-          >
-            <div className="flex items-center gap-2 mb-2">
-              <img src="/img/windsurf-white-symbol.svg" alt="Windsurf" className="w-5 h-5" />
-              <h3 className="text-sm font-semibold text-gray-800 dark:text-white">Windsurf</h3>
-              {selectedIDE === 'windsurf' && (
-                <Check className="w-4 h-4 ml-auto text-emerald-600 dark:text-emerald-300" />
-              )}
-            </div>
-            <p className="text-xs text-gray-600 dark:text-gray-400">
-              Create .windsurfrules file in project root or use IDE settings
-            </p>
-          </div>
-
-          {/* Claude Card */}
-          <div 
-            onClick={() => setSelectedIDE('claude')}
-            className={`relative p-4 rounded-xl cursor-pointer transition-all duration-200 ${
-              selectedIDE === 'claude' 
-                ? 'bg-gradient-to-br from-orange-500/50 to-orange-600/40 border-2 border-orange-500/50 shadow-[0_0_20px_rgba(251,146,60,0.3)]' 
-                : 'bg-gradient-to-br from-orange-500/30 to-orange-600/20 border border-orange-500/30 shadow-lg hover:shadow-[0_0_15px_rgba(251,146,60,0.2)]'
-            }`}
-          >
-            <div className="flex items-center gap-2 mb-2">
-              <img src="/img/claude-logo.svg" alt="Claude" className="w-5 h-5" />
-              <h3 className="text-sm font-semibold text-gray-800 dark:text-white">Claude Code</h3>
-              {selectedIDE === 'claude' && (
-                <Check className="w-4 h-4 ml-auto text-orange-600 dark:text-orange-300" />
-              )}
-            </div>
-            <p className="text-xs text-gray-600 dark:text-gray-400">
-              Create CLAUDE.md file in project root for Claude Code integration
-            </p>
-          </div>
-        </div>
-
-        <div className="border border-blue-200 dark:border-blue-800/30 bg-gradient-to-br from-blue-500/10 to-blue-600/10 backdrop-blur-sm rounded-md h-[570px] flex flex-col">
+        <div className="border border-blue-200 dark:border-blue-800/30 bg-gradient-to-br from-blue-500/10 to-blue-600/10 backdrop-blur-sm rounded-md h-[400px] flex flex-col">
           <div className="p-4 pb-2 border-b border-blue-200/50 dark:border-blue-800/30">
             <h3 className="text-base font-semibold text-gray-800 dark:text-white">
-              {selectedIDE.charAt(0).toUpperCase() + selectedIDE.slice(1)} Rules
+              {selectedRuleType === 'claude' ? 'Claude Code' : 'Universal Agent'} Rules
             </h3>
           </div>
           <div className="flex-1 overflow-y-auto p-4 custom-scrollbar">
@@ -591,16 +548,17 @@ archon:manage_task(
           </div>
         </div>
 
-        {/* Security Note */}
-        <div className="p-3 bg-gray-50 dark:bg-black/40 rounded-md flex items-start gap-3">
-          <div className="w-5 h-5 text-blue-500 mt-0.5 flex-shrink-0">
-            <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round">
-              <path d="M14 9V5a3 3 0 0 0-3-3l-4 9v11h11.28a2 2 0 0 0 2-1.7l1.38-9a2 2 0 0 0-2-2.3zM7 22H4a2 2 0 0 1-2-2v-7a2 2 0 0 1 2-2h3" />
-            </svg>
-          </div>
+        {/* Info Note */}
+        <div className="p-3 bg-blue-50 dark:bg-blue-900/20 rounded-md">
           <p className="text-sm text-gray-600 dark:text-gray-400">
-            Adding global rules to your IDE helps maintain consistency across your project and ensures all team members follow the same workflow.
+            <strong>Where to place these rules:</strong>
           </p>
+          <ul className="text-sm text-gray-600 dark:text-gray-400 mt-2 ml-4 list-disc">
+            <li><strong>Claude Code:</strong> Create a CLAUDE.md file in your project root</li>
+            <li><strong>Cursor:</strong> Create .cursorrules file or add to Settings → Rules</li>
+            <li><strong>Windsurf:</strong> Create .windsurfrules file in project root</li>
+            <li><strong>Other IDEs:</strong> Add to your IDE's AI assistant configuration</li>
+          </ul>
         </div>
       </div>
     </Card>

archon-ui-main/src/components/settings/TestStatus.tsx

@@ -177,7 +177,7 @@ export const TestStatus = () => {
   const handleStreamMessage = (testType: TestType, message: TestStreamMessage) => {
     updateTestState(testType, (prev) => {
       const newLogs = [...prev.logs];
-      let newResults = [...prev.results];
+      const newResults = [...prev.results];
 
       switch (message.type) {
         case 'status':

archon-ui-main/src/pages/KnowledgeBasePage.tsx

@@ -567,8 +567,8 @@ export const KnowledgeBasePage = () => {
     
     // Show success toast
     const message = data.uploadType === 'document' 
-      ? `Document "${data.fileName}" uploaded successfully! ${data.chunksStored || 0} chunks stored.`
-      : `Crawling completed for ${data.currentUrl}! ${data.chunksStored || 0} chunks stored.`;
+      ? `Document "${data.fileName}" uploaded successfully!`
+      : `Crawling completed for ${data.currentUrl}!`;
     showToast(message, 'success');
     
     // Remove from progress items after a brief delay to show completion

archon-ui-main/src/pages/MCPPage.tsx

@@ -6,8 +6,12 @@ import { Button } from '../components/ui/Button';
 import { useStaggeredEntrance } from '../hooks/useStaggeredEntrance';
 import { useToast } from '../contexts/ToastContext';
 import { mcpServerService, ServerStatus, LogEntry, ServerConfig } from '../services/mcpServerService';
+import { IDEGlobalRules } from '../components/settings/IDEGlobalRules';
 // import { MCPClients } from '../components/mcp/MCPClients'; // Commented out - feature not implemented
 
+// Supported IDE/Agent types
+type SupportedIDE = 'windsurf' | 'cursor' | 'claudecode' | 'cline' | 'kiro' | 'augment';
+
 /**
  * MCP Dashboard Page Component
  * 
@@ -43,7 +47,7 @@ export const MCPPage = () => {
   const [isLoading, setIsLoading] = useState(true);
   const [isStarting, setIsStarting] = useState(false);
   const [isStopping, setIsStopping] = useState(false);
-  const [selectedIDE, setSelectedIDE] = useState<'windsurf' | 'cursor' | 'claudecode'>('windsurf');
+  const [selectedIDE, setSelectedIDE] = useState<SupportedIDE>('windsurf');
   const logsEndRef = useRef<HTMLDivElement>(null);
   const logsContainerRef = useRef<HTMLDivElement>(null);
   const statusPollInterval = useRef<NodeJS.Timeout | null>(null);
@@ -213,41 +217,58 @@ export const MCPPage = () => {
 
 
 
-  const getConfigForIDE = (ide: 'windsurf' | 'cursor' | 'claudecode') => {
-    if (!config) return '';
+  const getConfigForIDE = (ide: SupportedIDE) => {
+    if (!config || !config.host || !config.port) {
+      return '// Configuration not available. Please ensure the server is running.';
+    }
     
-    if (ide === 'cursor') {
-      // Cursor connecting to Streamable HTTP server
-      const cursorConfig = {
-        mcpServers: {
-          archon: {
-            url: `http://${config.host}:${config.port}/mcp`
-          }
-        }
-      };
-      return JSON.stringify(cursorConfig, null, 2);
-    } else if (ide === 'windsurf') {
-      // Windsurf can use Streamable HTTP transport
-      const windsurfConfig = {
-        mcpServers: {
-          archon: {
-            "serverUrl": `http://${config.host}:${config.port}/mcp`
-          }
-        }
-      };
-      return JSON.stringify(windsurfConfig, null, 2);
-    } else {
-      // Claude Code uses CLI commands, show HTTP config as example
-      const claudeConfig = {
+    const mcpUrl = `http://${config.host}:${config.port}/mcp`;
+    
+    switch(ide) {
+      case 'claudecode':
+        return JSON.stringify({
           name: "archon",
           transport: "http",
-        url: `http://${config.host}:${config.port}/mcp`
-      };
-      return JSON.stringify(claudeConfig, null, 2);
+          url: mcpUrl
+        }, null, 2);
+        
+      case 'cline':
+      case 'kiro':
+        // Cline and Kiro use stdio transport with mcp-remote
+        return JSON.stringify({
+          mcpServers: {
+            archon: {
+              command: "npx",
+              args: ["mcp-remote", mcpUrl]
+            }
+          }
+        }, null, 2);
+        
+      case 'windsurf':
+        return JSON.stringify({
+          mcpServers: {
+            archon: {
+              serverUrl: mcpUrl
+            }
+          }
+        }, null, 2);
+        
+      case 'cursor':
+      case 'augment':
+        return JSON.stringify({
+          mcpServers: {
+            archon: {
+              url: mcpUrl
+            }
+          }
+        }, null, 2);
+        
+      default:
+        return '';
     }
   };
 
-  const getIDEInstructions = (ide: 'windsurf' | 'cursor' | 'claudecode') => {
+  const getIDEInstructions = (ide: SupportedIDE) => {
     switch (ide) {
       case 'windsurf':
         return {
@@ -278,6 +299,42 @@ export const MCPPage = () => {
             '3. The connection will be established automatically'
           ]
         };
+      case 'cline':
+        return {
+          title: 'Cline Configuration',
+          steps: [
+            '1. Open VS Code settings (Cmd/Ctrl + ,)',
+            '2. Search for "cline.mcpServers"',
+            '3. Click "Edit in settings.json"',
+            '4. Add the configuration shown below',
+            '5. Restart VS Code for changes to take effect'
+          ]
+        };
+      case 'kiro':
+        return {
+          title: 'Kiro Configuration',
+          steps: [
+            '1. Open Kiro settings',
+            '2. Navigate to MCP Servers section',
+            '3. Add the configuration shown below',
+            '4. Save and restart Kiro'
+          ]
+        };
+      case 'augment':
+        return {
+          title: 'Augment Configuration',
+          steps: [
+            '1. Open Augment settings',
+            '2. Navigate to Extensions > MCP',
+            '3. Add the configuration shown below',
+            '4. Reload configuration'
+          ]
+        };
+      default:
+        return {
+          title: 'Configuration',
+          steps: ['Add the configuration to your IDE settings']
+        };
     }
   };
 
@@ -483,16 +540,16 @@ export const MCPPage = () => {
                     
                     {/* IDE Selection Tabs */}
                     <div className="mb-4">
-                      <div className="flex border-b border-gray-200 dark:border-zinc-700 mb-3">
+                      <div className="flex flex-wrap border-b border-gray-200 dark:border-zinc-700 mb-3">
                         <button
-                          onClick={() => setSelectedIDE('windsurf')}
+                          onClick={() => setSelectedIDE('claudecode')}
                           className={`px-4 py-2 text-sm font-medium border-b-2 transition-colors ${
-                            selectedIDE === 'windsurf'
+                            selectedIDE === 'claudecode'
                               ? 'border-blue-500 text-blue-600 dark:text-blue-400'
                               : 'border-transparent text-gray-500 dark:text-zinc-400 hover:text-gray-700 dark:hover:text-zinc-300'
                           } cursor-pointer`}
                         >
-                          Windsurf
+                          Claude Code
                         </button>
                         <button
                           onClick={() => setSelectedIDE('cursor')}
@@ -505,14 +562,44 @@ export const MCPPage = () => {
                           Cursor
                         </button>
                         <button
-                          onClick={() => setSelectedIDE('claudecode')}
+                          onClick={() => setSelectedIDE('windsurf')}
                           className={`px-4 py-2 text-sm font-medium border-b-2 transition-colors ${
-                            selectedIDE === 'claudecode'
+                            selectedIDE === 'windsurf'
                               ? 'border-blue-500 text-blue-600 dark:text-blue-400'
                               : 'border-transparent text-gray-500 dark:text-zinc-400 hover:text-gray-700 dark:hover:text-zinc-300'
                           } cursor-pointer`}
                         >
-                          Claude Code
+                          Windsurf
+                        </button>
+                        <button
+                          onClick={() => setSelectedIDE('cline')}
+                          className={`px-4 py-2 text-sm font-medium border-b-2 transition-colors ${
+                            selectedIDE === 'cline'
+                              ? 'border-blue-500 text-blue-600 dark:text-blue-400'
+                              : 'border-transparent text-gray-500 dark:text-zinc-400 hover:text-gray-700 dark:hover:text-zinc-300'
+                          } cursor-pointer`}
+                        >
+                          Cline
+                        </button>
+                        <button
+                          onClick={() => setSelectedIDE('kiro')}
+                          className={`px-4 py-2 text-sm font-medium border-b-2 transition-colors ${
+                            selectedIDE === 'kiro'
+                              ? 'border-blue-500 text-blue-600 dark:text-blue-400'
+                              : 'border-transparent text-gray-500 dark:text-zinc-400 hover:text-gray-700 dark:hover:text-zinc-300'
+                          } cursor-pointer`}
+                        >
+                          Kiro
+                        </button>
+                        <button
+                          onClick={() => setSelectedIDE('augment')}
+                          className={`px-4 py-2 text-sm font-medium border-b-2 transition-colors ${
+                            selectedIDE === 'augment'
+                              ? 'border-blue-500 text-blue-600 dark:text-blue-400'
+                              : 'border-transparent text-gray-500 dark:text-zinc-400 hover:text-gray-700 dark:hover:text-zinc-300'
+                          } cursor-pointer`}
+                        >
+                          Augment
                         </button>
                       </div>
                     </div>
@@ -538,7 +625,15 @@ export const MCPPage = () => {
                           ? 'Copy this configuration and add it to ~/.cursor/mcp.json'
                           : selectedIDE === 'windsurf'
                           ? 'Copy this configuration and add it to your Windsurf MCP settings'
-                          : 'This shows the configuration format for Claude Code'
+                          : selectedIDE === 'claudecode'
+                          ? 'This shows the configuration format for Claude Code'
+                          : selectedIDE === 'cline'
+                          ? 'Copy this configuration and add it to VS Code settings.json under "cline.mcpServers"'
+                          : selectedIDE === 'kiro'
+                          ? 'Copy this configuration and add it to your Kiro MCP settings'
+                          : selectedIDE === 'augment'
+                          ? 'Copy this configuration and add it to your Augment MCP settings'
+                          : 'Copy this configuration and add it to your IDE settings'
                         }
                       </p>
                     </div>
@@ -623,6 +718,15 @@ export const MCPPage = () => {
               </Card>
             </div>
           </motion.div>
+
+          {/* Global Rules Section */}
+          <motion.div className="mt-6" variants={itemVariants}>
+            <h2 className="text-xl font-semibold text-gray-800 dark:text-white mb-4 flex items-center">
+              <Server className="mr-2 text-pink-500" size={20} />
+              Global IDE Rules
+            </h2>
+            <IDEGlobalRules />
+          </motion.div>
         </>
       )}
 

archon-ui-main/src/pages/OnboardingPage.tsx

@@ -0,0 +1,163 @@
+import { useState } from 'react';
+import { useNavigate } from 'react-router-dom';
+import { motion } from 'framer-motion';
+import { Sparkles, Key, Check, ArrowRight } from 'lucide-react';
+import { Button } from '../components/ui/Button';
+import { Card } from '../components/ui/Card';
+import { ProviderStep } from '../components/onboarding/ProviderStep';
+
+export const OnboardingPage = () => {
+  const [currentStep, setCurrentStep] = useState(1);
+  const navigate = useNavigate();
+
+  const handleProviderSaved = () => {
+    setCurrentStep(3);
+  };
+
+  const handleProviderSkip = () => {
+    // Navigate to settings with guidance
+    navigate('/settings');
+  };
+
+  const handleComplete = () => {
+    // Mark onboarding as dismissed and navigate to home
+    localStorage.setItem('onboardingDismissed', 'true');
+    navigate('/');
+  };
+
+  const containerVariants = {
+    hidden: { opacity: 0 },
+    visible: {
+      opacity: 1,
+      transition: {
+        staggerChildren: 0.1
+      }
+    }
+  };
+
+  const itemVariants = {
+    hidden: { opacity: 0, y: 20 },
+    visible: {
+      opacity: 1,
+      y: 0,
+      transition: { duration: 0.5 }
+    }
+  };
+
+  return (
+    <div className="min-h-screen flex items-center justify-center p-8">
+      <motion.div
+        initial="hidden"
+        animate="visible"
+        variants={containerVariants}
+        className="w-full max-w-2xl"
+      >
+        {/* Progress Indicators */}
+        <motion.div variants={itemVariants} className="flex justify-center mb-8 gap-3">
+          {[1, 2, 3].map((step) => (
+            <div
+              key={step}
+              className={`h-2 w-16 rounded-full transition-colors duration-300 ${
+                step <= currentStep
+                  ? 'bg-blue-500'
+                  : 'bg-gray-200 dark:bg-zinc-800'
+              }`}
+            />
+          ))}
+        </motion.div>
+
+        {/* Step 1: Welcome */}
+        {currentStep === 1 && (
+          <motion.div variants={itemVariants}>
+            <Card className="p-12 text-center">
+              <div className="flex justify-center mb-6">
+                <div className="w-20 h-20 rounded-full bg-gradient-to-br from-blue-500 to-purple-600 flex items-center justify-center">
+                  <Sparkles className="w-10 h-10 text-white" />
+                </div>
+              </div>
+              
+              <h1 className="text-3xl font-bold text-gray-800 dark:text-white mb-4">
+                Welcome to Archon
+              </h1>
+              
+              <p className="text-lg text-gray-600 dark:text-zinc-400 mb-8 max-w-md mx-auto">
+                Let's get you set up with your AI provider in just a few steps. This will enable intelligent knowledge retrieval and code assistance.
+              </p>
+              
+              <Button
+                variant="primary"
+                size="lg"
+                icon={<ArrowRight className="w-5 h-5 ml-2" />}
+                iconPosition="right"
+                onClick={() => setCurrentStep(2)}
+                className="min-w-[200px]"
+              >
+                Get Started
+              </Button>
+            </Card>
+          </motion.div>
+        )}
+
+        {/* Step 2: Provider Setup */}
+        {currentStep === 2 && (
+          <motion.div variants={itemVariants}>
+            <Card className="p-12">
+              <div className="flex items-center mb-6">
+                <div className="w-12 h-12 rounded-full bg-gradient-to-br from-green-500 to-teal-600 flex items-center justify-center mr-4">
+                  <Key className="w-6 h-6 text-white" />
+                </div>
+                <h2 className="text-2xl font-bold text-gray-800 dark:text-white">
+                  Configure AI Provider
+                </h2>
+              </div>
+              
+              <ProviderStep
+                onSaved={handleProviderSaved}
+                onSkip={handleProviderSkip}
+              />
+            </Card>
+          </motion.div>
+        )}
+
+        {/* Step 3: All Set */}
+        {currentStep === 3 && (
+          <motion.div variants={itemVariants}>
+            <Card className="p-12 text-center">
+              <div className="flex justify-center mb-6">
+                <motion.div
+                  initial={{ scale: 0 }}
+                  animate={{ scale: 1 }}
+                  transition={{
+                    type: "spring",
+                    stiffness: 260,
+                    damping: 20
+                  }}
+                  className="w-20 h-20 rounded-full bg-gradient-to-br from-green-500 to-emerald-600 flex items-center justify-center"
+                >
+                  <Check className="w-10 h-10 text-white" />
+                </motion.div>
+              </div>
+              
+              <h1 className="text-3xl font-bold text-gray-800 dark:text-white mb-4">
+                All Set!
+              </h1>
+              
+              <p className="text-lg text-gray-600 dark:text-zinc-400 mb-8 max-w-md mx-auto">
+                You're ready to start using Archon. Begin by adding knowledge sources through website crawling or document uploads.
+              </p>
+              
+              <Button
+                variant="primary"
+                size="lg"
+                onClick={handleComplete}
+                className="min-w-[200px]"
+              >
+                Start Using Archon
+              </Button>
+            </Card>
+          </motion.div>
+        )}
+      </motion.div>
+    </div>
+  );
+};

archon-ui-main/src/services/credentialsService.ts

@@ -121,9 +121,9 @@ class CredentialsService {
     const settings: RagSettings = {
       USE_CONTEXTUAL_EMBEDDINGS: false,
       CONTEXTUAL_EMBEDDINGS_MAX_WORKERS: 3,
-      USE_HYBRID_SEARCH: false,
-      USE_AGENTIC_RAG: false,
-      USE_RERANKING: false,
+      USE_HYBRID_SEARCH: true,
+      USE_AGENTIC_RAG: true,
+      USE_RERANKING: true,
       MODEL_CHOICE: 'gpt-4.1-nano',
       LLM_PROVIDER: 'openai',
       LLM_BASE_URL: '',

archon-ui-main/src/utils/onboarding.ts

@@ -0,0 +1,79 @@
+export interface NormalizedCredential {
+  key: string;
+  value?: string;
+  encrypted_value?: string | null;
+  is_encrypted?: boolean;
+  category: string;
+}
+
+export interface ProviderInfo {
+  provider?: string;
+}
+
+/**
+ * Determines if LM (Language Model) is configured based on credentials
+ * 
+ * Logic:
+ * - provider := value of 'LLM_PROVIDER' from ragCreds (if present)
+ * - if provider === 'openai': check for valid OPENAI_API_KEY
+ * - if provider === 'google' or 'gemini': check for valid GOOGLE_API_KEY
+ * - if provider === 'ollama': return true (local, no API key needed)
+ * - if no provider: check for any valid API key (OpenAI or Google)
+ */
+export function isLmConfigured(
+  ragCreds: NormalizedCredential[],
+  apiKeyCreds: NormalizedCredential[]
+): boolean {
+  // Find the LLM_PROVIDER setting from RAG credentials
+  const providerCred = ragCreds.find(c => c.key === 'LLM_PROVIDER');
+  const provider = providerCred?.value?.toLowerCase();
+
+  // Debug logging
+  console.log('🔎 isLmConfigured - Provider:', provider);
+  console.log('🔎 isLmConfigured - API Keys:', apiKeyCreds.map(c => ({
+    key: c.key,
+    value: c.value,
+    encrypted_value: c.encrypted_value,
+    is_encrypted: c.is_encrypted,
+    hasValidValue: !!(c.value && c.value !== 'null' && c.value !== null)
+  })));
+
+  // Helper function to check if a credential has a valid value
+  const hasValidCredential = (cred: NormalizedCredential | undefined): boolean => {
+    if (!cred) return false;
+    return !!(
+      (cred.value && cred.value !== 'null' && cred.value !== null && cred.value.trim() !== '') || 
+      (cred.is_encrypted && cred.encrypted_value && cred.encrypted_value !== 'null' && cred.encrypted_value !== null)
+    );
+  };
+
+  // Find API keys
+  const openAIKeyCred = apiKeyCreds.find(c => c.key.toUpperCase() === 'OPENAI_API_KEY');
+  const googleKeyCred = apiKeyCreds.find(c => c.key.toUpperCase() === 'GOOGLE_API_KEY');
+  
+  const hasOpenAIKey = hasValidCredential(openAIKeyCred);
+  const hasGoogleKey = hasValidCredential(googleKeyCred);
+
+  console.log('🔎 isLmConfigured - OpenAI key valid:', hasOpenAIKey);
+  console.log('🔎 isLmConfigured - Google key valid:', hasGoogleKey);
+
+  // Check based on provider
+  if (provider === 'openai') {
+    // OpenAI provider requires OpenAI API key
+    return hasOpenAIKey;
+  } else if (provider === 'google' || provider === 'gemini') {
+    // Google/Gemini provider requires Google API key
+    return hasGoogleKey;
+  } else if (provider === 'ollama') {
+    // Ollama is local, doesn't need API key
+    return true;
+  } else if (provider) {
+    // Unknown provider, assume it doesn't need an API key
+    console.log('🔎 isLmConfigured - Unknown provider, assuming configured:', provider);
+    return true;
+  } else {
+    // No provider specified, check if ANY API key is configured
+    // This allows users to configure either OpenAI or Google without specifying provider
+    return hasOpenAIKey || hasGoogleKey;
+  }
+}

archon-ui-main/test/pages.test.tsx

@@ -1,6 +1,13 @@
 import { render, screen } from '@testing-library/react'
-import { describe, test, expect } from 'vitest'
+import { describe, test, expect, vi } from 'vitest'
 import React from 'react'
+import { isLmConfigured } from '../src/utils/onboarding'
+import type { NormalizedCredential } from '../src/utils/onboarding'
+
+// Mock useNavigate for onboarding page test
+vi.mock('react-router-dom', () => ({
+  useNavigate: () => vi.fn()
+}))
 
 describe('Page Load Tests', () => {
   test('simple page component renders', () => {
@@ -42,4 +49,68 @@ describe('Page Load Tests', () => {
     expect(screen.getByText('In Progress')).toBeInTheDocument()
     expect(screen.getByText('Done')).toBeInTheDocument()
   })
+
+  test('onboarding page renders', () => {
+    const MockOnboardingPage = () => <h1>Welcome to Archon</h1>
+    render(<MockOnboardingPage />)
+    expect(screen.getByText('Welcome to Archon')).toBeInTheDocument()
+  })
+})
+
+describe('Onboarding Detection Tests', () => {
+  test('isLmConfigured returns true when provider is openai and OPENAI_API_KEY exists', () => {
+    const ragCreds: NormalizedCredential[] = [
+      { key: 'LLM_PROVIDER', value: 'openai', category: 'rag_strategy' }
+    ]
+    const apiKeyCreds: NormalizedCredential[] = [
+      { key: 'OPENAI_API_KEY', value: 'sk-test123', category: 'api_keys' }
+    ]
+    
+    expect(isLmConfigured(ragCreds, apiKeyCreds)).toBe(true)
+  })
+
+  test('isLmConfigured returns true when provider is openai and OPENAI_API_KEY is encrypted', () => {
+    const ragCreds: NormalizedCredential[] = [
+      { key: 'LLM_PROVIDER', value: 'openai', category: 'rag_strategy' }
+    ]
+    const apiKeyCreds: NormalizedCredential[] = [
+      { key: 'OPENAI_API_KEY', is_encrypted: true, category: 'api_keys' }
+    ]
+    
+    expect(isLmConfigured(ragCreds, apiKeyCreds)).toBe(true)
+  })
+
+  test('isLmConfigured returns false when provider is openai and no OPENAI_API_KEY', () => {
+    const ragCreds: NormalizedCredential[] = [
+      { key: 'LLM_PROVIDER', value: 'openai', category: 'rag_strategy' }
+    ]
+    const apiKeyCreds: NormalizedCredential[] = []
+    
+    expect(isLmConfigured(ragCreds, apiKeyCreds)).toBe(false)
+  })
+
+  test('isLmConfigured returns true when provider is ollama regardless of API keys', () => {
+    const ragCreds: NormalizedCredential[] = [
+      { key: 'LLM_PROVIDER', value: 'ollama', category: 'rag_strategy' }
+    ]
+    const apiKeyCreds: NormalizedCredential[] = []
+    
+    expect(isLmConfigured(ragCreds, apiKeyCreds)).toBe(true)
+  })
+
+  test('isLmConfigured returns true when no provider but OPENAI_API_KEY exists', () => {
+    const ragCreds: NormalizedCredential[] = []
+    const apiKeyCreds: NormalizedCredential[] = [
+      { key: 'OPENAI_API_KEY', value: 'sk-test123', category: 'api_keys' }
+    ]
+    
+    expect(isLmConfigured(ragCreds, apiKeyCreds)).toBe(true)
+  })
+
+  test('isLmConfigured returns false when no provider and no OPENAI_API_KEY', () => {
+    const ragCreds: NormalizedCredential[] = []
+    const apiKeyCreds: NormalizedCredential[] = []
+    
+    expect(isLmConfigured(ragCreds, apiKeyCreds)).toBe(false)
+  })
 })

archon-ui-main/vite.config.ts

@@ -19,15 +19,7 @@ export default defineConfig(({ mode }: ConfigEnv): UserConfig => {
   const internalHost = 'archon-server';  // Docker service name for internal communication
   const externalHost = process.env.HOST || 'localhost';  // Host for external access
   const host = isDocker ? internalHost : externalHost;
-  const port = process.env.ARCHON_SERVER_PORT;
-  
-  if (!port) {
-    throw new Error(
-      'ARCHON_SERVER_PORT environment variable is required. ' +
-      'Please set it in your .env file or environment. ' +
-      'Default value: 8181'
-    );
-  }
+  const port = process.env.ARCHON_SERVER_PORT || env.ARCHON_SERVER_PORT || '8181';
   
   return {
     plugins: [

migration/complete_setup.sql

@@ -75,11 +75,11 @@ INSERT INTO archon_settings (key, value, is_encrypted, category, description) VA
 
 -- RAG Strategy Configuration (all default to true)
 INSERT INTO archon_settings (key, value, is_encrypted, category, description) VALUES
-('USE_CONTEXTUAL_EMBEDDINGS', 'true', true, 'rag_strategy', 'Enhances embeddings with contextual information for better retrieval'),
+('USE_CONTEXTUAL_EMBEDDINGS', 'false', false, 'rag_strategy', 'Enhances embeddings with contextual information for better retrieval'),
 ('CONTEXTUAL_EMBEDDINGS_MAX_WORKERS', '3', false, 'rag_strategy', 'Maximum parallel workers for contextual embedding generation (1-10)'),
-('USE_HYBRID_SEARCH', 'true', true, 'rag_strategy', 'Combines vector similarity search with keyword search for better results'),
-('USE_AGENTIC_RAG', 'true', true, 'rag_strategy', 'Enables code example extraction, storage, and specialized code search functionality'),
-('USE_RERANKING', 'true', true, 'rag_strategy', 'Applies cross-encoder reranking to improve search result relevance');
+('USE_HYBRID_SEARCH', 'true', false, 'rag_strategy', 'Combines vector similarity search with keyword search for better results'),
+('USE_AGENTIC_RAG', 'true', false, 'rag_strategy', 'Enables code example extraction, storage, and specialized code search functionality'),
+('USE_RERANKING', 'true', false, 'rag_strategy', 'Applies cross-encoder reranking to improve search result relevance');
 
 -- Monitoring Configuration
 INSERT INTO archon_settings (key, value, is_encrypted, category, description) VALUES

python/src/server/api_routes/projects_api.py

@@ -554,13 +554,12 @@ async def create_task(request: CreateTaskRequest):
 async def list_tasks(
     status: str | None = None,
     project_id: str | None = None,
-    parent_task_id: str | None = None,
     include_closed: bool = False,
     page: int = 1,
     per_page: int = 50,
     exclude_large_fields: bool = False,
 ):
-    """List tasks with optional filters including status, project, and parent task."""
+    """List tasks with optional filters including status and project."""
     try:
         logfire.info(
             f"Listing tasks | status={status} | project_id={project_id} | include_closed={include_closed} | page={page} | per_page={per_page}"
@@ -570,7 +569,6 @@ async def list_tasks(
         task_service = TaskService()
         success, result = task_service.list_tasks(
             project_id=project_id,
-            parent_task_id=parent_task_id,
             status=status,
             include_closed=include_closed,
         )

python/src/server/config/config.py

@@ -30,9 +30,9 @@ class RAGStrategyConfig:
     """Configuration for RAG strategies."""
 
     use_contextual_embeddings: bool = False
-    use_hybrid_search: bool = False
-    use_agentic_rag: bool = False
-    use_reranking: bool = False
+    use_hybrid_search: bool = True
+    use_agentic_rag: bool = True
+    use_reranking: bool = True
 
 
 def validate_openai_api_key(api_key: str) -> bool:

python/src/server/services/storage/code_storage_service.py

@@ -837,7 +837,7 @@ async def add_code_examples_to_supabase(
                 full_documents.append(full_doc)
 
             # Generate contextual embeddings
-            contextual_results = generate_contextual_embeddings_batch(
+            contextual_results = await generate_contextual_embeddings_batch(
                 full_documents, combined_texts
             )
 

python/src/server/services/storage/document_storage_service.py

@@ -205,9 +205,9 @@ async def add_documents_to_supabase(
                         sub_batch_contents = batch_contents[ctx_i:ctx_end]
                         sub_batch_docs = full_documents[ctx_i:ctx_end]
 
-                        # Process sub-batch with a single API call using asyncio.to_thread
-                        sub_results = await asyncio.to_thread(
-                            generate_contextual_embeddings_batch, sub_batch_docs, sub_batch_contents
+                        # Process sub-batch with a single API call
+                        sub_results = await generate_contextual_embeddings_batch(
+                            sub_batch_docs, sub_batch_contents
                         )
 
                         # Extract results from this sub-batch