Commit Graph

107 Commits

Author SHA1 Message Date
Peter Steinberger
96f0983a85 fix(onboarding): skip setup for configured gateways and require inference first (#102883)
* fix(crestodian): keep onboarding RPCs restart-safe

* fix(profiles): isolate approval state migrations

* fix(crestodian): bypass configured gateway setup

* test(crestodian): type onboarding mocks

* fix(onboarding): require inference before Crestodian

* fix(onboarding): enforce verified inference handoff

* fix(macos): reset setup on gateway endpoint edits

* chore(i18n): refresh native source inventory

* fix(gateway): keep socket on request cancellation

* test(packaging): require workspace templates

* fix(onboarding): bind setup to verified inference

* fix(onboarding): align inference gate contracts

* fix(crestodian): classify concurrent policy rejection

* test(crestodian): expect registry restoration

* fix(onboarding): bind setup to configured gateways

* fix(codex): preserve startup phase deadlines

* test(crestodian): match fail-closed policy ordering

* test(onboarding): assert bound gateway handoff

* fix(codex): bind runtime resolution to spawn cwd

* test(crestodian): assert policy rejection order

* fix(cli): preserve gateway routing across restarts

* fix(macos): fail closed during gateway edits

* test(macos): cover gateway route generation races

* chore: keep release notes out of onboarding PR

* fix(ci): refresh onboarding generated checks

* style(swift): align gateway channel formatting

* fix(ci): refresh plugin SDK surface budgets

* fix(ci): resync native string inventory

* refactor(swift): split gateway channel support

* test(doctor): isolate plugin compatibility registry

* test(macos): isolate gateway onboarding fixtures

* test(macos): assert gateway lease health ordering

* fix(codex): reconcile computer-use startup changes
2026-07-11 10:25:14 -07:00
Peter Steinberger
a0354e5243 fix(onboarding): make fresh AI setup reliable and transparent (#103962)
* fix(onboarding): harden inference setup

* fix(mac): preserve setup request cancellation

* test(crestodian): align setup audit expectation

* test(crestodian): cover approval persistence warning

* fix(crestodian): preserve setup credentials and success

* chore(pr): leave changelog to release flow

* fix(onboarding): repair native CI gates
2026-07-10 23:44:53 +01:00
Peter Steinberger
ab5d143d59 feat(openai): default new setups to GPT-5.6 (#103581)
* feat(openai): default fresh setup to GPT-5.6

* test(crestodian): expect GPT-5.6 Codex defaults

* test(crestodian): expect GPT-5.6 bootstrap default
2026-07-10 10:22:58 +01:00
Peter Steinberger
e2a112a556 feat(onboard): guided CLI onboarding with live AI verification and classic fallback (#101880)
* feat(onboard): guided CLI onboarding with live AI verification and classic fallback

Interactive `openclaw onboard` (and bare `openclaw` on a fresh install) now
runs a guided flow with macOS-app parity: detect existing AI access, live-test
candidates with a real completion before persisting anything, walk down the
ladder on failure with mapped reasons, and offer verified manual API-key entry
from installed provider manifests (masked input). In-flow escapes: classic
wizard, Crestodian chat, skip-AI. Classic wizard gains an optional post-auth
live verification step. `--classic`, `--modern`, and `--non-interactive`
contracts unchanged. Docs corrected for post-#99935 routing.

Closes #101851

* improve(onboard): quiet probe diagnostics in wizard TTY, carry risk ack into classic escape

Candidate live-tests during guided setup are probes: rename their run id and
lane to the existing probe conventions (logging/subsystem.ts console
suppression, command-queue quiet probe lanes) so expected failures stop
leaking raw diagnostics into the Clack UI; file diagnostics unchanged. The
classic-wizard escape now passes the already-collected risk acknowledgement
through instead of re-prompting in the same session.

* fix(onboard): quiet the session-derived setup-inference probe lane too

The live-test run enqueues on two lanes: the explicit probe lane and one
derived from its temp session key. Extend the shared quiet-probe predicate to
cover the derived lane so a failing candidate cannot leak lane-task
diagnostics into the wizard TTY.

* improve(onboard): suppress subsystem console output during wizard live tests

Provider-transport subsystem loggers (model-fetch start/response, transport
errors) carry no run id, so probe suppression cannot catch them and a failing
candidate printed raw log lines into the Clack TTY. Reuse the TUI console
subsystem-filter seam via a finally-safe scoped helper around guided
activation and the classic live-verify; file logging is unchanged and the
gateway (macOS app) surface is unaffected.

* fix(onboard): never auto-replace a configured model when its live check fails

The re-run verification probe executes outside the configured workspace (setup
never runs workspace plugins), so a workspace-backed current model can fail
the check while working fine in the agent. Stop the auto ladder on an
existing-model failure and hand the decision to the manual stage instead of
silently persisting a different candidate as the default. Docs note the
fail-safe and the workspace caveat.

* feat(onboard): two-way switching between Crestodian chat and the menu wizards

From the chat, `open setup wizard`, `open classic wizard`, and `open channel
wizard for <channel>` hand off to the guided flow, the classic wizard, or the
masked `channels add` wizard after the chat TUI tears down (mirrors the
open-tui handoff; gateway surface gets a text pointer instead). The hosted
channel wizard no longer dead-ends at sensitive steps — it offers the switch
and remembers the channel. New read-only `channel info <channel>` operation
and ring-zero action surface label, blurb, configured state, and the real
docs URL from channel-setup discovery so the assistant can explain Slack or
Telegram prerequisites instead of guessing; both prompts instruct it to use
them. `channels add --channel <id>` now preselects the channel. Docs cover
the interchangeable flows.

* fix(onboard): avoid param reassignment in open-setup handoff

* improve(onboard): separate ask-about vs connect intent in channel prompt guidance

Live test showed the agent detouring an explicit connect request through
channel_info because the guidance said to consult it first. Both prompts now
distinguish asking about a channel (channel info + docs link) from asking to
connect (connect right away).

* fix(channels): mark channel token entry as sensitive input

The shared single-token prompt lacked sensitive:true, so terminal wizards
echoed pasted channel tokens and the Crestodian chat bridge (which refuses
plain-text secrets based on this flag) hosted the Telegram token step in
visible chat. Found live-testing the chat-to-wizard switch; pre-existing on
main but load-bearing for the masked-wizard contract this PR documents.

* fix(onboard): restore terminal state around the guided flow's TUI launch

Mirror the classic finalize handoff so the chat TUI never inherits the wizard
prompter's raw/paused terminal state on the default first-run path.

* fix(channels): type the token prompter mock for the sensitive-flag assertion

* fix(gateway): map the TUI-only open-setup action to none for app clients

Engine-side surface gating already prevents open-setup replies on the gateway
surface; this keeps the client-visible action enum stable even if that gate
ever regresses. (Reviewed with the switching round; missed in its commit.)

* docs: regenerate docs map for onboarding page changes
2026-07-09 12:40:55 +01:00
Peter Steinberger
f7d7148cf0 docs: rewrite published docs grounded in current source (#100142)
Source-grounded rewrite of 529 published docs pages with per-unit information-loss verification: 1,713 factual corrections cited to src/**, generated surfaces regenerated, frontmatter titles preserved for i18n, release notes pages untouched. All docs gates green.

Closes #100141
2026-07-05 00:32:47 -04:00
Ben.Li
a5379472f7 feat(onboard): show setup timeline note (#97482)
* feat(onboard): show setup timeline note

* test(agents): stabilize retained lock CI flakes
2026-06-28 10:47:11 -07:00
Peter Steinberger
116bc2a0f0 docs: surface Windows Hub across docs 2026-06-03 16:09:24 -07:00
MrBrain
d8ae3ec4c8 feat(wizard): add cli i18n catalog 2026-05-15 15:33:27 +01:00
Peter Steinberger
81b239dc98 build: externalize slack openshell vertex plugins 2026-05-14 07:46:58 +01:00
Vincent Koc
91ed1604b0 docs(imessage): make imsg the supported setup path 2026-05-07 12:53:01 -07:00
Vincent Koc
eb4d654796 docs: typography hygiene across 6 pages (start/tools/nodes/mac/platforms) 2026-05-05 23:14:49 -07:00
Peter Steinberger
78a12706ec fix(docs): make docs formatter mintlify-safe 2026-04-28 08:13:21 +01:00
Vincent Koc
4a2cd533ac docs: remove duplicate H1 where frontmatter title already sets it 2026-04-23 13:11:14 -07:00
Peter Steinberger
ac38f332c5 fix(anthropic): prefer claude cli over setup-token 2026-04-06 15:31:07 +01:00
Peter Steinberger
d378a504ac fix: restore claude cli guidance and doctor behavior 2026-04-06 14:21:11 +01:00
Peter Steinberger
84fb62170a docs: clarify anthropic cli fallback guidance 2026-04-05 10:06:32 +01:00
Peter Steinberger
37301cbc3b docs: clarify anthropic extra usage billing 2026-04-05 07:14:35 +09:00
Peter Steinberger
66a0ab3752 docs: refresh anthropic auth mirror refs 2026-04-04 22:07:08 +01:00
Peter Steinberger
4be01a5cd5 docs: refresh onboarding channel mirrors 2026-04-04 15:13:14 +01:00
Peter Steinberger
f02af9bb41 docs: refresh onboarding channel setup refs 2026-04-04 15:00:41 +01:00
Peter Steinberger
c524d6c76c docs: refresh shared minimax web search refs 2026-04-04 12:00:58 +01:00
Peter Steinberger
790a24002e docs: refresh daemon overview references 2026-04-04 10:49:13 +01:00
Peter Steinberger
0ab160cda9 docs(anthropic): remove setup-token setup docs 2026-04-04 15:46:25 +09:00
Peter Steinberger
ae7942bf5e fix: prefer Claude CLI in Anthropic onboarding 2026-04-04 14:49:55 +09:00
Bruce MacDonald
5ec53fff0c feat(ollama): add bundled web search provider (#59318)
Merged via squash.

Prepared head SHA: 1ec105f356
Co-authored-by: BruceMacD <5853428+BruceMacD@users.noreply.github.com>
Co-authored-by: BruceMacD <5853428+BruceMacD@users.noreply.github.com>
Reviewed-by: @BruceMacD
2026-04-03 13:41:24 -07:00
Tak Hoffman
4863b651c6 docs: rename onboarding user-facing wizard copy
Co-authored-by: Tak <contact-redacted@example.com>
2026-03-16 19:50:31 -05:00
Peter Steinberger
f9e185887f docs: restore onboard docs references 2026-03-16 05:50:57 +00:00
Peter Steinberger
823039c000 docs: prefer setup wizard command 2026-03-15 22:01:04 -07:00
Peter Steinberger
5287ae3c06 docs: update setup wizard wording 2026-03-15 21:40:31 -07:00
Peter Steinberger
d6d01f853f fix: align Ollama onboarding docs before landing (#43473) (thanks @BruceMacD)
(cherry picked from commit 19fa274343a102ca85c7679ec28c5a3503a99f55)
2026-03-13 02:03:54 +00:00
Peter Steinberger
1dd4f92ea2 fix: default local onboarding tools profile to coding 2026-03-07 16:41:27 +00:00
Kesku
3d7bc5958d feat(onboarding): add web search to onboarding flow (#34009)
* add web search to onboarding flow

* remove post onboarding step (now redundant)

* post-onboarding nudge if no web search set up

* address comments

* fix test mocking

* add enabled: false assertion to the no-key test

* --skip-search cli flag

* use provider that a user has a key for

* add assertions, replace the duplicated switch blocks

* test for quickstart fast-path with existing config key

* address comments

* cover quickstart falls through to key test

* bring back key source

* normalize secret inputs instead of direct string trimming

* preserve enabled: false if it's already set

* handle missing API keys in flow

* doc updates

* hasExistingKey to detect both plaintext strings and SecretRef objects

* preserve enabled state only on the "keep current" paths

* add test for preserving

* better gate flows

* guard against invalid provider values in config

* Update src/commands/configure.wizard.ts

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>

* format fix

* only mentions env var when it's actually available

* search apiKey fields now typed as SecretInput

* if no provider check if any search provider key is detectable

* handle both kimi keys

* remove .filter(Boolean)

* do not disable web_search after user enables it

* update resolveSearchProvider

* fix(onboarding): skip search key prompt in ref mode

* fix: add onboarding web search step (#34009) (thanks @kesku)

---------

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
Co-authored-by: Shadow <hi@shadowing.dev>
2026-03-06 13:09:00 -06:00
Josh Avant
72cf9253fc Gateway: add SecretRef support for gateway.auth.token with auth-mode guardrails (#35094) 2026-03-05 12:53:56 -06:00
Peter Steinberger
6b85ec3022 docs: tighten subscription guidance and update MiniMax M2.5 refs 2026-03-03 00:02:37 +00:00
Peter Steinberger
cf5702233c docs(security)!: document messaging-only onboarding default and hook/model risk 2026-03-02 18:15:49 +00:00
Peter Steinberger
0ec7711bc2 fix(agents): harden compaction and reset safety
Co-authored-by: jaden-clovervnd <91520439+jaden-clovervnd@users.noreply.github.com>
Co-authored-by: Sid <201593046+Sid-Qin@users.noreply.github.com>
Co-authored-by: Marcus Widing <245375637+widingmarcus-cyber@users.noreply.github.com>
2026-02-26 17:41:24 +01:00
joshavant
bde9cbb058 docs(secrets): align provider model and add exec resolver coverage 2026-02-26 14:47:22 +00:00
joshavant
5e3a86fd2f feat(secrets): expand onboarding secret-ref flows and custom-provider parity 2026-02-26 14:47:22 +00:00
joshavant
c0a3801086 Docs: document secrets refs runtime and migration 2026-02-26 14:47:22 +00:00
Peter Steinberger
6fda04e938 refactor: tighten onboarding dmScope typing and docs links 2026-02-22 12:46:09 +01:00
Peter Steinberger
65dccbdb4b fix: document onboarding dmScope default as breaking change (#23468) (thanks @bmendonca3) 2026-02-22 12:36:49 +01:00
Gustavo Madeira Santana
2914cb1d48 Onboard: rename Custom API Endpoint to Custom Provider 2026-02-10 07:36:04 -05:00
Blossom
c0befdee0b feat(onboard): add custom/local API configuration flow (#11106)
* feat(onboard): add custom/local API configuration flow

* ci: retry macos check

* fix: expand custom API onboarding (#11106) (thanks @MackDing)

* fix: refine custom endpoint detection (#11106) (thanks @MackDing)

* fix: streamline custom endpoint onboarding (#11106) (thanks @MackDing)

* fix: skip model picker for custom endpoint (#11106) (thanks @MackDing)

* fix: avoid allowlist picker for custom endpoint (#11106) (thanks @MackDing)

* Onboard: reuse shared fetch timeout helper (#11106) (thanks @MackDing)

* Onboard: clarify default base URL name (#11106) (thanks @MackDing)

---------

Co-authored-by: OpenClaw Contributor <contributor@openclaw.ai>
Co-authored-by: Gustavo Madeira Santana <gumadeiras@gmail.com>
2026-02-10 07:31:02 -05:00
Seb Slight
c18452598a docs: restructure Get Started tab and improve onboarding flow (#9950)
* docs: restructure Get Started tab and improve onboarding flow

- Flatten nested Onboarding group into linear First Steps flow
- Add 'What is OpenClaw?' narrative section to landing page
- Split wizard.md into streamlined overview + full reference (reference/wizard.md)
- Move Pairing to Channels > Configuration
- Move Bootstrapping to Agents > Fundamentals
- Move macOS app onboarding to Platforms > macOS companion app
- Move Lore to Help > Community
- Remove duplicate install instructions from openclaw.md
- Mirror navigation changes in zh-CN tabs
- No content deleted — all detail preserved or relocated

* docs: move deployment pages to install/, fix Platforms tab routing, clarify onboarding paths

- Move deployment guides (fly, hetzner, gcp, macos-vm, exe-dev, railway, render,
  northflank) from platforms/ and root to install/
- Add 'Hosting and deployment' group to Install tab
- Slim Gateway & Ops 'Remote access and deployment' down to 'Remote access'
- Swap Platforms tab before Gateway & Ops to fix path-prefix routing
- Move macOS app onboarding into First steps (parallel to CLI wizard)
- Rename sidebar titles to 'Onboarding: CLI' / 'Onboarding: macOS App'
- Add redirects for all moved paths
- Update all internal links (en + zh-CN)
- Fix img tag syntax in onboarding.md
2026-02-05 17:45:01 -05:00
Seb Slight
9e0030b75f docs(onboarding): streamline CLI onboarding docs (#9830) 2026-02-05 13:46:11 -05:00
Seb Slight
675c26b2b0 Docs: streamline start and install docs (#9648)
* docs(start): streamline getting started flow

* docs(nav): reorganize start and install sections

* docs(style): move custom css to style.css

* docs(navigation): align zh-CN ordering

* docs(navigation): localize zh-Hans labels
2026-02-05 10:09:45 -05:00
Peter Steinberger
5b0851ebd8 feat: add cloudflare ai gateway provider 2026-02-04 04:10:13 -08:00
Tyler Yust
9c4eab69cc iMessage: promote BlueBubbles and refresh docs/skills (#8415)
* feat: Make BlueBubbles the primary iMessage integration

- Remove old imsg skill (skills/imsg/SKILL.md)
- Create new BlueBubbles skill (skills/bluebubbles/SKILL.md) with message tool examples
- Add keep-alive script documentation for VM/headless setups to docs/channels/bluebubbles.md
  - AppleScript that pokes Messages.app every 5 minutes
  - LaunchAgent configuration for automatic execution
  - Prevents Messages.app from going idle in VM environments
- Update all documentation to prioritize BlueBubbles over legacy imsg:
  - Mark imsg channel as legacy throughout docs
  - Update README.md channel lists
  - Update wizard, hubs, pairing, and index docs
  - Update FAQ to recommend BlueBubbles for iMessage
  - Update RPC docs to note imsg as legacy pattern
  - Update Chinese documentation (zh-CN)
- Replace imsg examples with generic macOS skill examples where appropriate

BlueBubbles is now the recommended first-class iMessage integration,
with the legacy imsg integration marked for potential future removal.

* refactor: Update import paths and improve code formatting

- Adjusted import paths in session-status-tool.ts, whatsapp-heartbeat.ts, and heartbeat-runner.ts for consistency.
- Reformatted code for better readability by aligning and grouping related imports and function parameters.
- Enhanced error messages and conditional checks for clarity in heartbeat-runner.ts.

* skills: restore imsg skill and align bluebubbles skill

* docs: update FAQ for clarity and formatting

- Adjusted the formatting of the FAQ section to ensure consistent bullet point alignment.
- No content changes were made, only formatting improvements for better readability.

* style: oxfmt touched files

* fix: preserve BlueBubbles developer reference (#8415) (thanks @tyler6204)
2026-02-03 18:06:54 -08:00
Seb Slight
abcaa8c7a9 Docs: add nav titles across docs (#5689) 2026-01-31 15:04:03 -06:00
cpojer
8cab78abbc chore: Run pnpm format:fix. 2026-01-31 21:13:13 +09:00