docs: add onboarding spec

docs/onboarding.md

@@ -0,0 +1,116 @@
+---
+summary: "Planned first-run onboarding flow for Clawdis (local vs remote, Anthropic OAuth, workspace identity)"
+read_when:
+  - Designing the macOS onboarding assistant
+  - Implementing Pi authentication or identity setup
+---
+<!-- {% raw %} -->
+# Onboarding (macOS app)
+
+This doc describes the intended **first-run onboarding** for Clawdis. The goal is a good “day 0” experience: pick where the Gateway runs, bind Claude (Anthropic) auth for Pi, and set the agent’s identity + workspace.
+
+## Page order (high level)
+
+1) **Local vs Remote**
+2) **(Local only)** Connect Claude (Anthropic OAuth) — optional, but recommended
+3) **Identity** — name, theme, emoji
+4) **Workspace** — create + populate `AGENTS.md` (and recommend git backup)
+
+## 1) Local vs Remote
+
+First question: where does the **Gateway** run?
+
+- **Local (this Mac):** onboarding can run the Anthropic OAuth flow and write Pi’s token store locally.
+- **Remote (over SSH/tailnet):** onboarding must not run OAuth locally, because credentials must exist on the **gateway host**.
+
+## 2) Local-only: Connect Claude (Anthropic OAuth)
+
+This is the “bind Pi to Clawdis” step. It is explicitly the **Anthropic (Claude Pro/Max) OAuth flow**, not a generic “login”.
+
+### Recommended: OAuth
+
+The macOS app should:
+- Start the Anthropic OAuth (PKCE) flow in the user’s browser.
+- Ask the user to paste the `code#state` value.
+- Exchange it for tokens and write Pi-compatible credentials to:
+  - `~/.pi/agent/oauth.json` (file mode `0600`, directory mode `0700`)
+
+Why this location matters: it makes Pi work immediately (Clawdis doesn’t need a terminal and doesn’t need to re-implement Pi’s auth plumbing later).
+
+### Alternative: API key (instructions only)
+
+Offer an “API key” option, but for now it is **instructions only**:
+- Get an Anthropic API key.
+- Provide it to Pi (or to Clawdis’s Pi invocation) via your preferred mechanism.
+
+Note: environment variables are often confusing when the Gateway is launched by a GUI app (launchd environment != your shell).
+
+### Provider/model safety rule
+
+Clawdis should **always pass** `--provider` and `--model` when invoking Pi (don’t rely on Pi defaults).
+
+Until that is hard-coded, the equivalent configuration is:
+
+```json5
+{
+  inbound: {
+    reply: {
+      mode: "command",
+      command: [
+        "pi",
+        "--mode",
+        "rpc",
+        "--provider",
+        "anthropic",
+        "--model",
+        "claude-opus-4-5",
+        "{{BodyStripped}}"
+      ],
+      agent: { kind: "pi", format: "json" }
+    }
+  }
+}
+```
+
+If the user skips auth, onboarding should be clear: the agent likely won’t respond until auth is configured.
+
+## 3) Identity (name + theme + emoji)
+
+After auth (or skip), onboarding asks:
+
+1) Agent **name** (e.g. “Samantha”)
+2) Agent **theme/persona** (e.g. “space lobster”, “helpful sloth”)
+3) Suggested **emoji** (based on theme; user can override)
+
+Persist identity in two places:
+
+- Workspace `AGENTS.md` (human-editable, lives with the agent’s “memory” files)
+- `~/.clawdis/clawdis.json` (structured identity, used for defaults/UI)
+
+“Use this name everywhere” should derive defaults like:
+- outbound prefix emoji (`inbound.responsePrefix`)
+- group mention patterns / wake words
+- default session intro (“You are Samantha…”)
+- macOS UI labels
+
+## 4) Workspace (AGENTS.md + backup tip)
+
+Onboarding should create a dedicated agent workspace (default `~/.clawdis/workspace`) and ensure it has an `AGENTS.md`.
+
+Recommendation: treat the workspace as the agent’s “memory” and make it a git repo (ideally private) so identity + memories are backed up:
+
+```bash
+cd ~/.clawdis/workspace
+git init
+git add AGENTS.md
+git commit -m "Add agent workspace"
+```
+
+## Remote mode note (why OAuth is hidden)
+
+If the Gateway runs on another machine, the Anthropic OAuth credentials must be created/stored on that host (where Pi runs).
+
+For now, remote onboarding should:
+- explain why OAuth isn’t shown
+- point the user at the credential location (`~/.pi/agent/oauth.json`) and the workspace location on the gateway host
+<!-- {% endraw %} -->