Skip to content

feat(setup): reset a finished setup from the workspace menu - #120

Merged
artem-broccoli merged 3 commits into
mainfrom
managed-instanc-return-reset-setup
Oct 23, 2026
Merged

artem-broccoli merged 3 commits into
mainfrom
managed-instanc-return-reset-setup

Conversation

@artem-broccoli

Copy link
Copy Markdown
Contributor

Summary

The owner can start a finished setup over from the workspace menu again, on managed and self-hosted instances. Reset setup sits under Company. After confirming, it deletes every person and their photos and takes setup back to the company step. The company, the AI choice and the owner's sign-in stay. While the self-hosted demo is running, the menu offers Exit demo instead.

  • New setup.reset mutation (owner only). It returns a ConflictError before setup is done and is refused during the self-hosted demo.
  • The reset runs in one transaction: it moves the step, deletes anything left of the approved import (if the cleanup after completion did not run), then deletes the employees.
  • Deleting all employees now also deletes imported avatars, not only demo ones. After completion the import no longer holds them, so they would otherwise stay in the database. Exit demo benefits too.
Workspace menu Confirmation After reset

Testing

  • pnpm check, 568 integration tests and 199 end-to-end tests pass.
  • New integration tests: the reset deletes every employee and avatar and keeps the company, AI choice and owner. It refuses a non-owner, a setup that is not done and the self-hosted demo, and refuses a concurrent second reset. A finished setup whose import was never cleaned up still resets. End-to-end tests: a managed owner resets through the API and stays signed in, and a request without a session is refused.
  • pnpm dev (self-hosted, Acme Corp demo, owner with an account): the workspace menu shows "Reset setup", and confirming lands on /setup/company with the company name filled in. Through the API the people are gone, and a second reset returns ConflictError "Setup is not done."
  • Not checked in a browser: managed setup (covered by the end-to-end test). QA steps are in docs/qa/directory-page.md under "Reset setup".

Release Notes:

  • Added: Reset setup in the workspace menu starts a finished setup over. It deletes everyone in the directory and keeps your company details.

@artem-broccoli
artem-broccoli merged commit fc78689 into main Oct 23, 2026
8 checks passed
@artem-broccoli
artem-broccoli deleted the managed-instanc-return-reset-setup branch October 23, 2026 11:15
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

1 participant