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clawdbot/src/wizard/onboarding.ts
2026-01-15 07:57:18 +00:00

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import { ensureAuthProfileStore } from "../agents/auth-profiles.js";
import { listChannelPlugins } from "../channels/plugins/index.js";
import {
applyAuthChoice,
resolvePreferredProviderForAuthChoice,
warnIfModelConfigLooksOff,
} from "../commands/auth-choice.js";
import { promptAuthChoiceGrouped } from "../commands/auth-choice-prompt.js";
import { applyPrimaryModel, promptDefaultModel } from "../commands/model-picker.js";
import { setupChannels } from "../commands/onboard-channels.js";
import {
applyWizardMetadata,
DEFAULT_WORKSPACE,
ensureWorkspaceAndSessions,
handleReset,
printWizardHeader,
probeGatewayReachable,
summarizeExistingConfig,
} from "../commands/onboard-helpers.js";
import { promptRemoteGatewayConfig } from "../commands/onboard-remote.js";
import { setupSkills } from "../commands/onboard-skills.js";
import type {
GatewayAuthChoice,
OnboardMode,
OnboardOptions,
ResetScope,
} from "../commands/onboard-types.js";
import type { ClawdbotConfig } from "../config/config.js";
import {
CONFIG_PATH_CLAWDBOT,
DEFAULT_GATEWAY_PORT,
readConfigFileSnapshot,
resolveGatewayPort,
writeConfigFile,
} from "../config/config.js";
import type { RuntimeEnv } from "../runtime.js";
import { defaultRuntime } from "../runtime.js";
import { resolveUserPath } from "../utils.js";
import { finalizeOnboardingWizard } from "./onboarding.finalize.js";
import { configureGatewayForOnboarding } from "./onboarding.gateway-config.js";
import type { QuickstartGatewayDefaults, WizardFlow } from "./onboarding.types.js";
import { WizardCancelledError, type WizardPrompter } from "./prompts.js";
async function requireRiskAcknowledgement(params: {
opts: OnboardOptions;
prompter: WizardPrompter;
}) {
if (params.opts.acceptRisk === true) return;
await params.prompter.note(
[
"Please read: https://docs.clawd.bot/security",
"",
"Clawdbot agents can run commands, read/write files, and act through any tools you enable. They can only send messages on channels you configure (for example, an account you log in on this machine, or a bot account like Slack/Discord).",
"",
"If youre new to this, start with the sandbox and least privilege. It helps limit what an agent can do if its tricked or makes a mistake.",
"Learn more: https://docs.clawd.bot/sandboxing",
].join("\n"),
"Security",
);
const ok = await params.prompter.confirm({
message: "I understand this is powerful and inherently risky. Continue?",
initialValue: false,
});
if (!ok) {
throw new WizardCancelledError("risk not accepted");
}
}
export async function runOnboardingWizard(
opts: OnboardOptions,
runtime: RuntimeEnv = defaultRuntime,
prompter: WizardPrompter,
) {
printWizardHeader(runtime);
await prompter.intro("Clawdbot onboarding");
await requireRiskAcknowledgement({ opts, prompter });
const snapshot = await readConfigFileSnapshot();
let baseConfig: ClawdbotConfig = snapshot.valid ? snapshot.config : {};
if (snapshot.exists) {
const title = snapshot.valid ? "Existing config detected" : "Invalid config";
await prompter.note(summarizeExistingConfig(baseConfig), title);
if (!snapshot.valid && snapshot.issues.length > 0) {
await prompter.note(
[
...snapshot.issues.map((iss) => `- ${iss.path}: ${iss.message}`),
"",
"Docs: https://docs.clawd.bot/gateway/configuration",
].join("\n"),
"Config issues",
);
}
if (!snapshot.valid) {
await prompter.outro(
"Config invalid. Run `clawdbot doctor` to repair it, then re-run onboarding.",
);
runtime.exit(1);
return;
}
const action = (await prompter.select({
message: "Config handling",
options: [
{ value: "keep", label: "Use existing values" },
{ value: "modify", label: "Update values" },
{ value: "reset", label: "Reset" },
],
})) as "keep" | "modify" | "reset";
if (action === "reset") {
const workspaceDefault = baseConfig.agents?.defaults?.workspace ?? DEFAULT_WORKSPACE;
const resetScope = (await prompter.select({
message: "Reset scope",
options: [
{ value: "config", label: "Config only" },
{
value: "config+creds+sessions",
label: "Config + creds + sessions",
},
{
value: "full",
label: "Full reset (config + creds + sessions + workspace)",
},
],
})) as ResetScope;
await handleReset(resetScope, resolveUserPath(workspaceDefault), runtime);
baseConfig = {};
}
}
const quickstartHint = "Configure details later via clawdbot configure.";
const advancedHint = "Configure port, network, Tailscale, and auth options.";
const explicitFlowRaw = opts.flow?.trim();
if (explicitFlowRaw && explicitFlowRaw !== "quickstart" && explicitFlowRaw !== "advanced") {
runtime.error("Invalid --flow (use quickstart or advanced).");
runtime.exit(1);
return;
}
const explicitFlow: WizardFlow | undefined =
explicitFlowRaw === "quickstart" || explicitFlowRaw === "advanced"
? explicitFlowRaw
: undefined;
let flow: WizardFlow =
explicitFlow ??
((await prompter.select({
message: "Onboarding mode",
options: [
{ value: "quickstart", label: "QuickStart", hint: quickstartHint },
{ value: "advanced", label: "Advanced", hint: advancedHint },
],
initialValue: "quickstart",
})) as "quickstart" | "advanced");
if (opts.mode === "remote" && flow === "quickstart") {
await prompter.note(
"QuickStart only supports local gateways. Switching to Advanced mode.",
"QuickStart",
);
flow = "advanced";
}
const quickstartGateway: QuickstartGatewayDefaults = (() => {
const hasExisting =
typeof baseConfig.gateway?.port === "number" ||
baseConfig.gateway?.bind !== undefined ||
baseConfig.gateway?.auth?.mode !== undefined ||
baseConfig.gateway?.auth?.token !== undefined ||
baseConfig.gateway?.auth?.password !== undefined ||
baseConfig.gateway?.customBindHost !== undefined ||
baseConfig.gateway?.tailscale?.mode !== undefined;
const bindRaw = baseConfig.gateway?.bind;
const bind =
bindRaw === "loopback" || bindRaw === "lan" || bindRaw === "auto" || bindRaw === "custom"
? bindRaw
: "loopback";
let authMode: GatewayAuthChoice = "token";
if (
baseConfig.gateway?.auth?.mode === "token" ||
baseConfig.gateway?.auth?.mode === "password"
) {
authMode = baseConfig.gateway.auth.mode;
} else if (baseConfig.gateway?.auth?.token) {
authMode = "token";
} else if (baseConfig.gateway?.auth?.password) {
authMode = "password";
}
const tailscaleRaw = baseConfig.gateway?.tailscale?.mode;
const tailscaleMode =
tailscaleRaw === "off" || tailscaleRaw === "serve" || tailscaleRaw === "funnel"
? tailscaleRaw
: "off";
return {
hasExisting,
port: resolveGatewayPort(baseConfig),
bind,
authMode,
tailscaleMode,
token: baseConfig.gateway?.auth?.token,
password: baseConfig.gateway?.auth?.password,
customBindHost: baseConfig.gateway?.customBindHost,
tailscaleResetOnExit: baseConfig.gateway?.tailscale?.resetOnExit ?? false,
};
})();
if (flow === "quickstart") {
const formatBind = (value: "loopback" | "lan" | "auto" | "custom") => {
if (value === "loopback") return "Loopback (127.0.0.1)";
if (value === "lan") return "LAN";
if (value === "custom") return "Custom IP";
return "Auto";
};
const formatAuth = (value: GatewayAuthChoice) => {
if (value === "off") return "Off (loopback only)";
if (value === "token") return "Token (default)";
return "Password";
};
const formatTailscale = (value: "off" | "serve" | "funnel") => {
if (value === "off") return "Off";
if (value === "serve") return "Serve";
return "Funnel";
};
const quickstartLines = quickstartGateway.hasExisting
? [
"Keeping your current gateway settings:",
`Gateway port: ${quickstartGateway.port}`,
`Gateway bind: ${formatBind(quickstartGateway.bind)}`,
...(quickstartGateway.bind === "custom" && quickstartGateway.customBindHost
? [`Gateway custom IP: ${quickstartGateway.customBindHost}`]
: []),
`Gateway auth: ${formatAuth(quickstartGateway.authMode)}`,
`Tailscale exposure: ${formatTailscale(quickstartGateway.tailscaleMode)}`,
"Direct to chat channels.",
]
: [
`Gateway port: ${DEFAULT_GATEWAY_PORT}`,
"Gateway bind: Loopback (127.0.0.1)",
"Gateway auth: Token (default)",
"Tailscale exposure: Off",
"Direct to chat channels.",
];
await prompter.note(quickstartLines.join("\n"), "QuickStart");
}
const localPort = resolveGatewayPort(baseConfig);
const localUrl = `ws://127.0.0.1:${localPort}`;
const localProbe = await probeGatewayReachable({
url: localUrl,
token: baseConfig.gateway?.auth?.token ?? process.env.CLAWDBOT_GATEWAY_TOKEN,
password: baseConfig.gateway?.auth?.password ?? process.env.CLAWDBOT_GATEWAY_PASSWORD,
});
const remoteUrl = baseConfig.gateway?.remote?.url?.trim() ?? "";
const remoteProbe = remoteUrl
? await probeGatewayReachable({
url: remoteUrl,
token: baseConfig.gateway?.remote?.token,
})
: null;
const mode =
opts.mode ??
(flow === "quickstart"
? "local"
: ((await prompter.select({
message: "What do you want to set up?",
options: [
{
value: "local",
label: "Local gateway (this machine)",
hint: localProbe.ok
? `Gateway reachable (${localUrl})`
: `No gateway detected (${localUrl})`,
},
{
value: "remote",
label: "Remote gateway (info-only)",
hint: !remoteUrl
? "No remote URL configured yet"
: remoteProbe?.ok
? `Gateway reachable (${remoteUrl})`
: `Configured but unreachable (${remoteUrl})`,
},
],
})) as OnboardMode));
if (mode === "remote") {
let nextConfig = await promptRemoteGatewayConfig(baseConfig, prompter);
nextConfig = applyWizardMetadata(nextConfig, { command: "onboard", mode });
await writeConfigFile(nextConfig);
runtime.log(`Updated ${CONFIG_PATH_CLAWDBOT}`);
await prompter.outro("Remote gateway configured.");
return;
}
const workspaceInput =
opts.workspace ??
(flow === "quickstart"
? (baseConfig.agents?.defaults?.workspace ?? DEFAULT_WORKSPACE)
: await prompter.text({
message: "Workspace directory",
initialValue: baseConfig.agents?.defaults?.workspace ?? DEFAULT_WORKSPACE,
}));
const workspaceDir = resolveUserPath(workspaceInput.trim() || DEFAULT_WORKSPACE);
let nextConfig: ClawdbotConfig = {
...baseConfig,
agents: {
...baseConfig.agents,
defaults: {
...baseConfig.agents?.defaults,
workspace: workspaceDir,
},
},
gateway: {
...baseConfig.gateway,
mode: "local",
},
};
const authStore = ensureAuthProfileStore(undefined, {
allowKeychainPrompt: false,
});
const authChoiceFromPrompt = opts.authChoice === undefined;
const authChoice =
opts.authChoice ??
(await promptAuthChoiceGrouped({
prompter,
store: authStore,
includeSkip: true,
includeClaudeCliIfMissing: true,
}));
const authResult = await applyAuthChoice({
authChoice,
config: nextConfig,
prompter,
runtime,
setDefaultModel: true,
});
nextConfig = authResult.config;
if (authChoiceFromPrompt) {
const modelSelection = await promptDefaultModel({
config: nextConfig,
prompter,
allowKeep: true,
ignoreAllowlist: true,
preferredProvider: resolvePreferredProviderForAuthChoice(authChoice),
});
if (modelSelection.model) {
nextConfig = applyPrimaryModel(nextConfig, modelSelection.model);
}
}
await warnIfModelConfigLooksOff(nextConfig, prompter);
const gateway = await configureGatewayForOnboarding({
flow,
baseConfig,
nextConfig,
localPort,
quickstartGateway,
prompter,
runtime,
});
nextConfig = gateway.nextConfig;
const settings = gateway.settings;
if (opts.skipChannels ?? opts.skipProviders) {
await prompter.note("Skipping channel setup.", "Channels");
} else {
const quickstartAllowFromChannels =
flow === "quickstart"
? listChannelPlugins()
.filter((plugin) => plugin.meta.quickstartAllowFrom)
.map((plugin) => plugin.id)
: [];
nextConfig = await setupChannels(nextConfig, runtime, prompter, {
allowSignalInstall: true,
forceAllowFromChannels: quickstartAllowFromChannels,
skipDmPolicyPrompt: flow === "quickstart",
skipConfirm: flow === "quickstart",
quickstartDefaults: flow === "quickstart",
});
}
await writeConfigFile(nextConfig);
runtime.log(`Updated ${CONFIG_PATH_CLAWDBOT}`);
await ensureWorkspaceAndSessions(workspaceDir, runtime, {
skipBootstrap: Boolean(nextConfig.agents?.defaults?.skipBootstrap),
});
if (opts.skipSkills) {
await prompter.note("Skipping skills setup.", "Skills");
} else {
nextConfig = await setupSkills(nextConfig, workspaceDir, runtime, prompter);
}
nextConfig = applyWizardMetadata(nextConfig, { command: "onboard", mode });
await writeConfigFile(nextConfig);
await finalizeOnboardingWizard({
flow,
opts,
baseConfig,
nextConfig,
workspaceDir,
settings,
prompter,
runtime,
});
}