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Unify Connect onboarding and collection management - #297

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callumalpass merged 11 commits into
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agent/connect-onboarding-unification
Aug 22, 2026
Merged

Unify Connect onboarding and collection management#297
callumalpass merged 11 commits into
mainfrom
agent/connect-onboarding-unification

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@callumalpass callumalpass commented Aug 21, 2026

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Summary

Implements the onboarding and collection-management umbrella task while keeping the SDK collection picker component out of scope.

  • unifies account-first pairing, intent-aware continuation, existing-folder guidance, and durable authority-aware completion receipts
  • adds opt-in popup authorization with redirect fallback, in-place session completion, isolated-window handling, and reauthorization access deltas
  • makes desktop, Connect management, and transactional approval terminology explicit; existing grants can only be narrowed or revoked
  • replaces duplicate transfer confirmations with one consequential approval, adds preflight/progress/receipt UI, and groups retired authority as history
  • makes development editor deployments lab-first and rejects accidental staging/production targets
  • moves release/download/SDK documentation consistency to the companion mdbase.dev PR

Verification

  • full workspace typecheck
  • full Node build, architecture, accessibility, test, package audit, and release-readiness suite in CI
  • client tests (203)
  • editor tests (283)
  • portal tests (10)
  • desktop tests (66)
  • targeted server live-authorization tests
  • popup authorization approved live in lab: popup self-closed and the existing editor session resumed with the collection
  • Electron source build exercised against the isolated lab daemon; current management and transfer-readiness states rendered against the live lab account
  • development editor deployed at https://candidate-b.mdbase-editor.pages.dev/

Related delivery

Canonical website release metadata and authenticated publication checks: mdbase-dev/mdbase.dev#23

Delivery boundary

Lab only during implementation. Staging and production have not been changed and remain explicitly excluded until acceptance is complete and promotion is discussed.

@callumalpass callumalpass added the ci:full Run full release qualification on this pull request label Aug 21, 2026
@callumalpass
callumalpass marked this pull request as ready for review August 22, 2026 04:15
@callumalpass
callumalpass enabled auto-merge August 22, 2026 04:15
@callumalpass
callumalpass added this pull request to the merge queue Aug 22, 2026
Merged via the queue into main with commit a3e5341 Aug 22, 2026
26 of 27 checks passed
@callumalpass
callumalpass deleted the agent/connect-onboarding-unification branch August 22, 2026 04:55
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