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…m, link provider guides Agent-Id: agent-e974d25e-fa45-44cf-896e-e55f21347c23
Agent-Id: agent-e974d25e-fa45-44cf-896e-e55f21347c23
…configures Agent-Id: agent-e974d25e-fa45-44cf-896e-e55f21347c23
Agent-Id: agent-e974d25e-fa45-44cf-896e-e55f21347c23
Agent-Id: agent-e974d25e-fa45-44cf-896e-e55f21347c23
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Summary
A new instance serves a
/setupwizard. The first account claims it with a token the server prints to its log (orFREENARY_SETUP_TOKEN), becomes theOPERATOR, then picks the bank and email providers one screen at a time.Save and continueprobes the credentials against the real service, then seals them (AES-256-GCM, key fromBETTER_AUTH_SECRET) into a newinstance_settingtable;Finish setuprestarts the server and the page reconnects. An environment variable always wins: a provider the environment configures in full shows as a read-only card, and environment values reach the browser masked. Readpackages/instance-config(resolve.ts,seal.ts,claim.ts), thenpackages/api/src/routers/instance.ts.Motivation
.envand restarting for every provider change, with no feedback until the first failed sync or email..env, when they are typed.Drawbacks
BETTER_AUTH_SECRETmakes stored values unreadable until retyped.Finish setuprestarts by exiting the process, so it needs a supervisor (restart: unless-stopped); underbun run devthe server stays down.Save anywaycan store an untested credential (a warning toast says so).@freenary/instance-config) and aUserRolecolumn onuser.Prior art
@freenary/env— resolving stored settings needs Prisma (seedocs/engineering/platform.md).Notes
20260922120000_instance_configuration(addsUserRole,user.role,instance_setting).FREENARY_SETUP_TOKEN; a signed-in user on an unfinished instance is sent to/setup./setupwizard (claim, provider tiles, credentials, environment card, review); the shared wizard stepper gains a readable current step and a new check animation, which/onboardingalso shows.packages/instance-config/src/seal.test.ts,packages/api/src/instance/{merge,mask}.test.ts.self-hosting/setup.mdxand a troubleshooting entry; updatedquickstart,self-hosting/{index,configuration,email,bank-providers,security,backup-and-restore},contributing/data-model.revieweragent approved the setup-link and redirect changes; it has not yet run over the later setup-flow commits.