From 229f3a7e9f760fddb098e523a79e8e2973665b99 Mon Sep 17 00:00:00 2001
From: shinchan-zhai <zhai@vergex.trade>
Date: Mon, 23 Mar 2026 00:16:50 +0800
Subject: [PATCH] =?UTF-8?q?feat:=20conversational=20onboarding=20=E2=80=94?=
 =?UTF-8?q?=20setup=20exchange=20&=20AI=20via=20chat?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

Users no longer need Web UI to configure NOFXi. The agent guides them
through setup via natural language:

1. First message → agent detects no traders → shows welcome
2. User says '开始配置' or 'setup'
3. Agent asks: which exchange? (1-7, name, or Chinese name)
4. Agent asks: API Key → API Secret → Passphrase (if needed)
5. Agent asks: which AI model? (DeepSeek/Qwen/GPT/Claude/Skip)
6. Agent asks: AI API Key
7. Agent creates Exchange + AIModel + Trader in NOFX store
8. Done. User can immediately start using /analyze, /positions, etc.

Features:
- Full Chinese/English bilingual flow
- Cancel anytime with '取消' or 'cancel'
- State persisted in SystemConfig (survives restarts)
- Supports all 7 exchanges + 4 AI providers
- OKX/Bitget/KuCoin auto-asks for Passphrase
- API keys stored encrypted via NOFX crypto service
---
 agent/agent.go   |   5 +
 agent/onboard.go | 427 +++++++++++++++++++++++++++++++++++++++++++++++
 2 files changed, 432 insertions(+)
 create mode 100644 agent/onboard.go

diff --git a/agent/agent.go b/agent/agent.go
index bade29d0..78d622ff 100644
--- a/agent/agent.go
+++ b/agent/agent.go
@@ -152,6 +152,11 @@ func (a *Agent) HandleMessage(ctx context.Context, userID int64, text string) (s
 
 	a.logger.Info("agent message", "user_id", userID, "text", text)
 
+	// Setup flow — if no traders configured, guide user through setup
+	if resp, handled := a.handleSetupFlow(userID, text, lang); handled {
+		return resp, nil
+	}
+
 	intent := a.router.Route(text)
 
 	switch intent.Type {
diff --git a/agent/onboard.go b/agent/onboard.go
new file mode 100644
index 00000000..a1948ac4
--- /dev/null
+++ b/agent/onboard.go
@@ -0,0 +1,427 @@
+package agent
+
+import (
+	"fmt"
+	"strings"
+
+	"nofx/store"
+)
+
+// Onboard handles first-time setup through natural language.
+// When there's no trader configured, the agent guides the user.
+
+// SetupState tracks where the user is in the setup flow.
+type SetupState struct {
+	Step       string // "", "await_exchange", "await_api_key", "await_api_secret", "await_passphrase", "await_ai_model", "await_ai_key"
+	Exchange   string
+	APIKey     string
+	APISecret  string
+	Passphrase string
+	AIModel    string
+	AIKey      string
+	AIBaseURL  string
+}
+
+// needsSetup returns true if no traders are configured.
+func (a *Agent) needsSetup() bool {
+	if a.traderManager == nil {
+		return true
+	}
+	return len(a.traderManager.GetAllTraders()) == 0
+}
+
+// getSetupState loads the current setup state from user preferences.
+func (a *Agent) getSetupState(userID int64) *SetupState {
+	step, _ := a.store.GetSystemConfig(fmt.Sprintf("setup_step_%d", userID))
+	if step == "" {
+		return &SetupState{}
+	}
+	return &SetupState{
+		Step:      step,
+		Exchange:  getConfig(a.store, userID, "exchange"),
+		APIKey:    getConfig(a.store, userID, "api_key"),
+		APISecret: getConfig(a.store, userID, "api_secret"),
+		Passphrase: getConfig(a.store, userID, "passphrase"),
+		AIModel:   getConfig(a.store, userID, "ai_model"),
+		AIKey:     getConfig(a.store, userID, "ai_key"),
+		AIBaseURL: getConfig(a.store, userID, "ai_base_url"),
+	}
+}
+
+func (a *Agent) saveSetupState(userID int64, s *SetupState) {
+	a.store.SetSystemConfig(fmt.Sprintf("setup_step_%d", userID), s.Step)
+	setConfig(a.store, userID, "exchange", s.Exchange)
+	setConfig(a.store, userID, "api_key", s.APIKey)
+	setConfig(a.store, userID, "api_secret", s.APISecret)
+	setConfig(a.store, userID, "passphrase", s.Passphrase)
+	setConfig(a.store, userID, "ai_model", s.AIModel)
+	setConfig(a.store, userID, "ai_key", s.AIKey)
+	setConfig(a.store, userID, "ai_base_url", s.AIBaseURL)
+}
+
+func (a *Agent) clearSetupState(userID int64) {
+	for _, k := range []string{"step", "exchange", "api_key", "api_secret", "passphrase", "ai_model", "ai_key", "ai_base_url"} {
+		a.store.SetSystemConfig(fmt.Sprintf("setup_%s_%d", k, userID), "")
+	}
+}
+
+func getConfig(st *store.Store, uid int64, key string) string {
+	v, _ := st.GetSystemConfig(fmt.Sprintf("setup_%s_%d", key, uid))
+	return v
+}
+
+func setConfig(st *store.Store, uid int64, key, val string) {
+	st.SetSystemConfig(fmt.Sprintf("setup_%s_%d", key, uid), val)
+}
+
+// handleSetupFlow processes the setup conversation.
+// Returns (response, handled). If handled=false, continue to normal routing.
+func (a *Agent) handleSetupFlow(userID int64, text string, L string) (string, bool) {
+	state := a.getSetupState(userID)
+
+	// Cancel setup
+	lower := strings.ToLower(text)
+	if lower == "cancel" || lower == "取消" || lower == "/cancel" {
+		a.clearSetupState(userID)
+		return a.setupMsg(L, "cancelled"), true
+	}
+
+	switch state.Step {
+	case "await_exchange":
+		return a.handleExchangeChoice(userID, text, state, L)
+	case "await_api_key":
+		state.APIKey = strings.TrimSpace(text)
+		state.Step = "await_api_secret"
+		a.saveSetupState(userID, state)
+		return a.setupMsg(L, "ask_secret"), true
+	case "await_api_secret":
+		state.APISecret = strings.TrimSpace(text)
+		// OKX/Bitget/KuCoin need passphrase
+		if needsPassphrase(state.Exchange) {
+			state.Step = "await_passphrase"
+			a.saveSetupState(userID, state)
+			return a.setupMsg(L, "ask_passphrase"), true
+		}
+		state.Step = "await_ai_model"
+		a.saveSetupState(userID, state)
+		return a.setupMsg(L, "ask_ai"), true
+	case "await_passphrase":
+		state.Passphrase = strings.TrimSpace(text)
+		state.Step = "await_ai_model"
+		a.saveSetupState(userID, state)
+		return a.setupMsg(L, "ask_ai"), true
+	case "await_ai_model":
+		return a.handleAIChoice(userID, text, state, L)
+	case "await_ai_key":
+		state.AIKey = strings.TrimSpace(text)
+		return a.finishSetup(userID, state, L)
+	}
+
+	// Not in setup flow — check if setup is needed and user seems to want to start
+	if a.needsSetup() {
+		// Any message triggers setup prompt when no trader exists
+		if lower == "/help" || lower == "/status" || lower == "help" {
+			return a.setupMsg(L, "welcome"), true
+		}
+		// Check if user is trying to set up
+		if containsAny(lower, []string{"connect", "setup", "配置", "连接", "设置", "开始", "start", "初始化"}) {
+			state.Step = "await_exchange"
+			a.saveSetupState(userID, state)
+			return a.setupMsg(L, "ask_exchange"), true
+		}
+		// First time — show welcome
+		if state.Step == "" {
+			return a.setupMsg(L, "welcome"), true
+		}
+	}
+
+	return "", false
+}
+
+func (a *Agent) handleExchangeChoice(userID int64, text string, state *SetupState, L string) (string, bool) {
+	lower := strings.ToLower(strings.TrimSpace(text))
+
+	exchanges := map[string]string{
+		"binance": "binance", "币安": "binance", "1": "binance",
+		"okx": "okx", "欧易": "okx", "2": "okx",
+		"bybit": "bybit", "3": "bybit",
+		"bitget": "bitget", "4": "bitget",
+		"gate": "gate", "5": "gate",
+		"kucoin": "kucoin", "库币": "kucoin", "6": "kucoin",
+		"hyperliquid": "hyperliquid", "7": "hyperliquid",
+	}
+
+	ex, ok := exchanges[lower]
+	if !ok {
+		return a.setupMsg(L, "invalid_exchange"), true
+	}
+
+	state.Exchange = ex
+	state.Step = "await_api_key"
+	a.saveSetupState(userID, state)
+
+	if L == "zh" {
+		return fmt.Sprintf("✅ 选择了 *%s*\n\n请发送你的 API Key：", strings.Title(ex)), true
+	}
+	return fmt.Sprintf("✅ Selected *%s*\n\nPlease send your API Key:", strings.Title(ex)), true
+}
+
+func (a *Agent) handleAIChoice(userID int64, text string, state *SetupState, L string) (string, bool) {
+	lower := strings.ToLower(strings.TrimSpace(text))
+
+	models := map[string]struct{ model, url string }{
+		"deepseek":  {"deepseek-chat", "https://api.deepseek.com/v1"},
+		"1":         {"deepseek-chat", "https://api.deepseek.com/v1"},
+		"qwen":      {"qwen-plus", "https://dashscope.aliyuncs.com/compatible-mode/v1"},
+		"通义":       {"qwen-plus", "https://dashscope.aliyuncs.com/compatible-mode/v1"},
+		"2":         {"qwen-plus", "https://dashscope.aliyuncs.com/compatible-mode/v1"},
+		"openai":    {"gpt-4o", "https://api.openai.com/v1"},
+		"gpt":       {"gpt-4o", "https://api.openai.com/v1"},
+		"3":         {"gpt-4o", "https://api.openai.com/v1"},
+		"claude":    {"claude-3-5-sonnet-20241022", "https://api.anthropic.com/v1"},
+		"4":         {"claude-3-5-sonnet-20241022", "https://api.anthropic.com/v1"},
+		"skip":      {"", ""},
+		"跳过":       {"", ""},
+		"5":         {"", ""},
+	}
+
+	choice, ok := models[lower]
+	if !ok {
+		return a.setupMsg(L, "invalid_ai"), true
+	}
+
+	if choice.model == "" {
+		// Skip AI, just create trader with exchange
+		state.AIModel = ""
+		state.AIKey = ""
+		return a.finishSetup(userID, state, L)
+	}
+
+	state.AIModel = choice.model
+	state.AIBaseURL = choice.url
+	state.Step = "await_ai_key"
+	a.saveSetupState(userID, state)
+
+	if L == "zh" {
+		return fmt.Sprintf("✅ AI 模型: *%s*\n\n请发送你的 API Key：", choice.model), true
+	}
+	return fmt.Sprintf("✅ AI Model: *%s*\n\nPlease send your API Key:", choice.model), true
+}
+
+func (a *Agent) finishSetup(userID int64, state *SetupState, L string) (string, bool) {
+	// Create exchange in store
+	a.logger.Info("creating trader from setup",
+		"exchange", state.Exchange,
+		"ai_model", state.AIModel,
+	)
+
+	// TODO: Use store to create exchange + trader config
+	// For now, log the config and tell user
+	a.clearSetupState(userID)
+
+	result := ""
+	if L == "zh" {
+		result = fmt.Sprintf("🎉 *配置完成！*\n\n"+
+			"• 交易所: %s\n"+
+			"• API Key: %s...%s\n",
+			strings.Title(state.Exchange),
+			state.APIKey[:4], state.APIKey[len(state.APIKey)-4:])
+		if state.AIModel != "" {
+			result += fmt.Sprintf("• AI 模型: %s\n", state.AIModel)
+		}
+		result += "\n正在创建 Trader..."
+	} else {
+		result = fmt.Sprintf("🎉 *Setup Complete!*\n\n"+
+			"• Exchange: %s\n"+
+			"• API Key: %s...%s\n",
+			strings.Title(state.Exchange),
+			state.APIKey[:4], state.APIKey[len(state.APIKey)-4:])
+		if state.AIModel != "" {
+			result += fmt.Sprintf("• AI Model: %s\n", state.AIModel)
+		}
+		result += "\nCreating Trader..."
+	}
+
+	// Actually create the trader via store
+	err := a.createTraderFromSetup(state)
+	if err != nil {
+		a.logger.Error("create trader failed", "error", err)
+		if L == "zh" {
+			result += fmt.Sprintf("\n\n⚠️ 创建失败: %v\n请在 Web UI 中手动配置。", err)
+		} else {
+			result += fmt.Sprintf("\n\n⚠️ Failed: %v\nPlease configure in Web UI.", err)
+		}
+	} else {
+		if L == "zh" {
+			result += "\n\n✅ Trader 已创建！现在你可以:\n• `/analyze BTC` — 分析市场\n• `/positions` — 查看持仓\n• 或者直接跟我聊天"
+		} else {
+			result += "\n\n✅ Trader created! Now you can:\n• `/analyze BTC` — analyze market\n• `/positions` — view positions\n• Or just chat with me"
+		}
+	}
+
+	return result, true
+}
+
+func (a *Agent) createTraderFromSetup(state *SetupState) error {
+	if a.store == nil {
+		return fmt.Errorf("store not available")
+	}
+
+	// Create exchange config
+	hlWallet := ""
+	hlUnified := false
+	passphrase := state.Passphrase
+	apiKey := state.APIKey
+	apiSecret := state.APISecret
+
+	if state.Exchange == "hyperliquid" {
+		hlWallet = state.APISecret
+		apiKey = ""
+		apiSecret = state.APIKey // private key goes as secret
+	}
+
+	exchangeID, err := a.store.Exchange().Create(
+		"default",        // userID
+		state.Exchange,   // exchangeType
+		state.Exchange,   // accountName
+		true,             // enabled
+		apiKey, apiSecret, passphrase,
+		false,            // testnet
+		hlWallet, hlUnified,
+		"", "", "",       // aster
+		"", "", "", 0,    // lighter
+	)
+	if err != nil {
+		return fmt.Errorf("save exchange: %w", err)
+	}
+
+	// Create AI model config if provided
+	aiModelID := ""
+	if state.AIModel != "" && state.AIKey != "" {
+		aiModelID = state.AIModel
+		err := a.store.AIModel().Create(
+			"default",      // userID
+			state.AIModel,  // id
+			state.AIModel,  // name
+			"custom",       // provider
+			true,           // enabled
+			state.AIKey,    // apiKey
+			state.AIBaseURL, // customAPIURL
+		)
+		if err != nil {
+			a.logger.Error("save AI model", "error", err)
+		}
+	}
+
+	// Create trader config
+	trader := &store.Trader{
+		Name:       fmt.Sprintf("NOFXi-%s", strings.Title(state.Exchange)),
+		UserID:     "default",
+		ExchangeID: exchangeID,
+		AIModelID:  aiModelID,
+		IsRunning:  false,
+	}
+	if err := a.store.Trader().Create(trader); err != nil {
+		return fmt.Errorf("save trader: %w", err)
+	}
+
+	a.logger.Info("trader created via chat",
+		"trader", trader.Name,
+		"exchange", state.Exchange,
+		"ai", aiModelID,
+	)
+
+	return nil
+}
+
+func needsPassphrase(exchange string) bool {
+	return exchange == "okx" || exchange == "bitget" || exchange == "kucoin"
+}
+
+func containsAny(s string, words []string) bool {
+	for _, w := range words {
+		if strings.Contains(s, w) {
+			return true
+		}
+	}
+	return false
+}
+
+var setupMessages = map[string]map[string]string{
+	"welcome": {
+		"zh": "👋 你好！我是 *NOFXi*，你的 AI 交易 Agent。\n\n" +
+			"我发现你还没有配置交易所，让我帮你搞定吧！\n\n" +
+			"发送 *开始配置* 或 *setup* 开始\n" +
+			"发送 *取消* 随时退出",
+		"en": "👋 Hi! I'm *NOFXi*, your AI trading agent.\n\n" +
+			"I see you haven't configured an exchange yet. Let me help!\n\n" +
+			"Send *setup* to begin\n" +
+			"Send *cancel* to exit anytime",
+	},
+	"ask_exchange": {
+		"zh": "🏦 *选择你的交易所*\n\n" +
+			"1️⃣ Binance（币安）\n" +
+			"2️⃣ OKX（欧易）\n" +
+			"3️⃣ Bybit\n" +
+			"4️⃣ Bitget\n" +
+			"5️⃣ Gate\n" +
+			"6️⃣ KuCoin（库币）\n" +
+			"7️⃣ Hyperliquid\n\n" +
+			"发送数字或名称选择：",
+		"en": "🏦 *Choose your exchange*\n\n" +
+			"1️⃣ Binance\n" +
+			"2️⃣ OKX\n" +
+			"3️⃣ Bybit\n" +
+			"4️⃣ Bitget\n" +
+			"5️⃣ Gate\n" +
+			"6️⃣ KuCoin\n" +
+			"7️⃣ Hyperliquid\n\n" +
+			"Send number or name:",
+	},
+	"invalid_exchange": {
+		"zh": "❓ 没有识别到交易所。请发送数字 1-7 或交易所名称。",
+		"en": "❓ Exchange not recognized. Send a number 1-7 or exchange name.",
+	},
+	"ask_secret": {
+		"zh": "🔑 收到 API Key。\n\n现在请发送你的 *API Secret*：",
+		"en": "🔑 Got API Key.\n\nNow send your *API Secret*:",
+	},
+	"ask_passphrase": {
+		"zh": "🔐 收到 API Secret。\n\n这个交易所还需要 *Passphrase*，请发送：",
+		"en": "🔐 Got API Secret.\n\nThis exchange also needs a *Passphrase*. Please send it:",
+	},
+	"ask_ai": {
+		"zh": "🤖 *选择 AI 模型*\n\n" +
+			"1️⃣ DeepSeek（推荐，便宜好用）\n" +
+			"2️⃣ 通义千问 (Qwen)\n" +
+			"3️⃣ OpenAI (GPT-4o)\n" +
+			"4️⃣ Claude\n" +
+			"5️⃣ 跳过（不配置 AI）\n\n" +
+			"发送数字或名称选择：",
+		"en": "🤖 *Choose AI model*\n\n" +
+			"1️⃣ DeepSeek (recommended, affordable)\n" +
+			"2️⃣ Qwen\n" +
+			"3️⃣ OpenAI (GPT-4o)\n" +
+			"4️⃣ Claude\n" +
+			"5️⃣ Skip (no AI)\n\n" +
+			"Send number or name:",
+	},
+	"invalid_ai": {
+		"zh": "❓ 没有识别到 AI 模型。请发送数字 1-5 或模型名称。",
+		"en": "❓ AI model not recognized. Send a number 1-5 or model name.",
+	},
+	"cancelled": {
+		"zh": "👌 配置已取消。随时发送 *开始配置* 重新开始。",
+		"en": "👌 Setup cancelled. Send *setup* anytime to restart.",
+	},
+}
+
+func (a *Agent) setupMsg(L, key string) string {
+	if m, ok := setupMessages[key]; ok {
+		if s, ok := m[L]; ok {
+			return s
+		}
+		return m["en"]
+	}
+	return key
+}