Skip to content

feat: chat onboarding and routine advisor#927

Merged
ilblackdragon merged 39 commits intostagingfrom
jayzalowitz/chat-onboarding-and-routine-advisor
Mar 20, 2026
Merged

feat: chat onboarding and routine advisor#927
ilblackdragon merged 39 commits intostagingfrom
jayzalowitz/chat-onboarding-and-routine-advisor

Conversation

@ilblackdragon
Copy link
Member

@ilblackdragon ilblackdragon commented Mar 11, 2026

Summary

  • Replace interactive onboarding with bootstrap greeting: Fresh workspaces receive a proactive LLM greeting that naturally profiles the user through conversation, replacing the old onboarding_chat.rs engine
  • Workspace seed files: Identity documents (AGENTS.md, SOUL.md, BOOTSTRAP.md, etc.) seeded from src/workspace/seeds/ instead of hardcoded strings
  • Routine advisor integration: Event-triggered routines and profile evolution support
  • Quick-mode env detection: Setup wizard now detects NEARAI_API_KEY, ANTHROPIC_API_KEY, OPENAI_API_KEY, and LLM_BACKEND env vars, skipping redundant provider prompts during onboarding
  • Bootstrap history fix: Bootstrap greeting now persists both user message and assistant response to the same conversation thread, so the first message appears when reloading the gateway
  • Web UI cleanup: Consolidated duplicate event delegation handlers; moved thread action buttons ("+" / "<<") into the "Conversations" header line

Security (addressed in review)

  • Identity file write protection restored via Sanitizer::detect() scanning
  • sync_profile_documents() sanitized before writing to system-prompt-injected files
  • Profile evolution prompt hardened with <user_data> delimiters
  • context/assistant-directives.md added to injection-scanned file set

Builds on the NPA psychographic profiling work from #321.

Test plan

  • cargo fmt — no formatting issues
  • cargo clippy --all --benches --tests --examples --all-features — zero warnings
  • cargo test — unit tests pass
  • E2E trace added for bootstrap greeting flow
  • Manual: verify fresh workspace triggers bootstrap greeting
  • Manual: verify NEARAI_API_KEY in env skips provider prompt during onboarding
  • Manual: verify gateway reload shows first onboarding message in history

Closes #321

🤖 Generated with Claude Code

Loading
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

contributor: core 20+ merged PRs risk: high Safety, secrets, auth, or critical infrastructure scope: agent Agent core (agent loop, router, scheduler) scope: channel/web Web gateway channel scope: config Configuration scope: docs Documentation scope: llm LLM integration scope: setup Onboarding / setup scope: tool/builtin Built-in tools scope: workspace Persistent memory / workspace size: XL 500+ changed lines

Projects

None yet

Development

Successfully merging this pull request may close these issues.

5 participants