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Setup checklist

Use this page alongside the in-app Getting Started hub. Check items off as you go; each step links to deeper docs.

Health grade in the app summarizes the full (managed) list: Healthy = all five core steps done.

Pick a track:

Track You need Guide
Full (Hermes + desktop) All five core steps below Default Getting Started
Cursor-first (external JSDP) Steps 1 + 5 only; Hermes optional external-agent-jsdp.md · execution-paths.md

Cursor-first: Skip steps 2–4 until you want Manager Chat or managed Hermes runs. You still need :9470 and an opened workspace before jz task start-external.

Phase: CONFIGURE

☐ 1. Control plane online
What JoyZoning local API on port 9470
Why Stores tasks, leases, timeline — desktop and jz both use it
Verify curl -s http://127.0.0.1:9470/api/health → "status":"ok"
Fix Restart app or dotnet run --project src/JoyZoning.ControlPlane

☐ 2. diet-hermes ready (managed / Manager Chat — skip for Cursor-only)
What One Hermes checkout with working hermes CLI
Why Manager + executor are sessions on this install, not a second app
Default path ~/Downloads/diet-hermes-main-master (macOS)
Verify <InstallRoot>/.venv/bin/hermes --version
Fix ./scripts/install-diet-hermes.sh · hermes-setup.md

Phase: CONNECT

☐ 3. API gateway (managed — skip for Cursor-only)
What Hermes HTTP API on port 8642 (profile joyzoning)
Why Manager Chat and managed run requests call this API (Hermes executes)
Verify Green API chip · curl -s http://127.0.0.1:8642/health
Fix Hermes → Ensure Gateway · POST /api/hermes/ensure

☐ 4. Dashboard & session token (managed / kanban sync — skip for Cursor-only)
What Dashboard on 9119 + token stored in JoyZoning
Why Kanban two-way sync + embedded Hermes TUI
Verify Green Dashboard chip · kanban import returns tasks
Fix Connect dashboard · status-indicators.md

Phase: OPERATE

☐ 5. Open a workspace
What A real project folder bound to an operator session
Why Worktrees and diffs live under this repo
Verify Title bar / Manager Chat shows your path (not only sample)
Fix Project → Open Workspace

Optional milestones (recommended)

These do not block the health grade but confirm end-to-end flow:

☐ Milestone Confirms
☐ First Manager Chat message LLM API keys + model work — api-keys-and-models.md
☐ First managed Hermes run Managed lease + supervised execution pipeline
☐ First external start jz task start-external — no lease — external-agent-jsdp.md
☐ Hermes TUI connected Dashboard WebSocket on Execution surface

Phase: READY

When all five core items are checked:

  • Health grade → Healthy
  • What’s next cards appear on Getting Started
  • Safe to run production-ish tasks on low/medium risk

Continue: whats-next.md (managed) · external-agent-jsdp.md (Cursor)

Printable summary

Full track (managed):

CONFIGURE   [ ] Control plane (:9470)
            [ ] diet-hermes (.venv/bin/hermes)

CONNECT     [ ] API gateway (:8642)
            [ ] Dashboard + token (:9119)

OPERATE     [ ] Workspace opened

OPTIONAL    [ ] Manager message  [ ] Hermes run  [ ] TUI

Cursor-first track (external JSDP):

CONFIGURE   [ ] Control plane (:9470)
OPERATE     [ ] Workspace opened
MILESTONE   [ ] jz task start-external → mark-ready → verify → complete --yes

Reset checklist without losing tasks

Settings → Reset onboarding — clears onboarding.json only, not joyzoning.db.

← Onboarding hub