---
name: setup-education
description: "Owner-safe connect education and capability report"
domain: system
---

# setup-education

Owner-safe connect education and capability report.

## Description

Guides the owner through connecting their SaaS integrations (Square, QBO, Vagaro)
and messaging channels. Provides a capability report showing what is connected,
what is offline/fixtures, and what was skipped.

All education text is **owner-safe**: browser/vendor UI steps only. Never
terminal, docker, nano, or shell instructions.

## What it does

- Presents 7 setup education lessons (matching `docs/SETUP_UX.md` steps 1–7)
- Builds a capability report from fixture or live connection state
- Labels all fixture data as `📋 FIXTURE DATA` — never silent fake live data
- Validates that education text never contains forbidden keywords
- Outputs structured text or JSON

## Data sources

| Source | Status | Label in output |
|--------|--------|-----------------|
| Fixtures (JSON) | ✅ Implemented | `📋 FIXTURE DATA` |
| Live connection state | Not yet | `LIVE DATA` (future) |

## Constraints

- Deterministic facts from fixtures; no model inference for capability data.
- Owner-safe: no terminal/docker/nano/shell instructions in education text.
- Fixtures/stubs only — no real OAuth, no live secrets.
- Fixture `is_fixture` flag always `true` — never silent as live.

## Usage

### CLI

```bash
# Build capability report from fixtures (default demo data)
python skills/setup-education/scripts/build_capability_report.py

# JSON output
python skills/setup-education/scripts/build_capability_report.py --format json

# Show a specific lesson
python skills/setup-education/scripts/build_capability_report.py --lesson 4

# Show all lessons
python skills/setup-education/scripts/build_capability_report.py --all-lessons

# Use a different fixture
python skills/setup-education/scripts/build_capability_report.py \
  --fixtures data/fixtures/setup/capability_matrix_all_connected.json
```

### Programmatic

```python
from lumina_skills.providers.setup.fixture_provider import load_capability_fixture
from lumina_skills.setup.capability_report import format_capability_report_text
from lumina_skills.setup.lesson_catalog import get_lesson, format_lesson_text

# Capability report
report = load_capability_fixture("data/fixtures/setup/capability_matrix.json")
print(format_capability_report_text(report))

# Individual lesson
lesson = get_lesson(4)
print(format_lesson_text(lesson))
```

## Output format

### Text (default)

Structured text grouped by area (identity, profile, channels, scheduling, books)
with emoji status labels and a summary line.

### JSON

```json
{
  "salon_name": "Lumina Hair Studio & Spa",
  "is_fixture": true,
  "capabilities": [
    {
      "area": "channels",
      "provider": "whatsapp",
      "status": "connected",
      "label": "✅ Connected",
      "details": "WhatsApp channel active"
    }
  ],
  "summary": {
    "connected": 4,
    "offline": 2,
    "skipped_or_later": 2,
    "errors": 0,
    "all_connected": false
  }
}
```

## Files

| Path | Purpose |
|------|---------|
| `SKILL.md` | Skill spec and usage |
| `scripts/build_capability_report.py` | CLI entrypoint |
| `../../skills/_lib/lumina_skills/setup/capability_report.py` | Domain model + builder |
| `../../skills/_lib/lumina_skills/setup/lesson_catalog.py` | Static lesson steps |
| `../../skills/_lib/lumina_skills/providers/setup/fixture_provider.py` | Fixture loader |
| `../../data/fixtures/setup/` | Fixture JSON files |

## Design references

- Use case: [E1 — Educational setup](../../design/use-cases.md)
- Use case: [E6 — Capability report](../../design/use-cases.md)
- Use case: [E7 — Degraded mode](../../design/use-cases.md)
- Setup UX: [docs/SETUP_UX.md](../../docs/SETUP_UX.md)
- Deterministic boundary: [design/det-vs-inf.md](../../design/det-vs-inf.md)

## Future

- Live connection state provider (replaces fixtures)
- Per-lesson progress tracking
- Automated lesson sequencing