chore(onboarding): smart install + simplify wizard (4 dialogs, skip/upgrade/install)#113
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Removes 7 questions that either don't matter or can be auto-derived:
- Welcome / Start / Cancel → install starts immediately on paste
- Pick role (engineer/business/ → universal config; backends default to
content/ops) "engineer" (role is a label only)
- Claude Pro/Max? → Act 3 Desktop dialogs now gate on
/Applications/Claude.app existing
- Full name (text input) → auto-derived from `gh api user --jq
- Email (text input) '.name // .login'` after Phase 3 auth
(email = <login>@users.noreply.github.com)
- Secrets Gist ID → install completes without; final dialog
reminds teammate to run secrets.sh later
- Set up hogwarts local dev? → defaults to off; --hogwarts-dev /
-HogwartsDev CLI flag still opts in
Anthropic dialog kept but reworded for company-account + HR/OTP context:
"Anthropic — company account (HR shares credentials + sends OTP).
Install proceeds in parallel while you wait." Non-blocking by design;
sign-in completes in Act 3 manual finishing or via `claude` post-install.
Backends (onboarding-{mac,linux}.sh + onboarding-windows.ps1):
- ROLE positional becomes optional; defaults to "engineer"
- Phase 3 git config restructured: SSH key gen + gh auth first, THEN
set git identity (priority: --name/--email arg → existing config →
gh api user → $(whoami) fallback). Lets the wizard skip name/email
questions entirely while still attributing commits to the real user.
Installers (installer.sh + installer-linux.sh + installer.ps1):
- Drop state reads for role/gitName/gitEmail/gistId/proMax
- Drop ask_role / Ask-Role helper definitions (dead code)
- Backend invocation simplified: just role positional + --quiet + opt-in
flags. No --name/--email, no GIST_ID positional.
- Act 3 Desktop sign-in dialog rephrased to mention company creds + OTP
- Act 3 dialog gates: replace `proMax == 1` with `Claude.app exists`;
replace `role == engineer` with `WebStorm installed`
- Final dialog message: drop role mention; add "load secrets later"
and "finish Anthropic sign-in when OTP arrives" reminders
wizard-steps.json:
- Act 1 steps: 7 removed entries replaced with the 4 that remain
(hasGithub, hasDatabaytInvite, hasAnthropic, reposDir); each carries
a note explaining the new behavior
- New `removedAsOf2026_05_25` block documents what was cut + why
- Phase 3 label mentions git-identity auto-set
- Act 3 gate descriptions updated for the proMax/role removals
- stateFile schema: drop role/gitName/gitEmail/gistId/proMax fields
content/docs/onboarding.mdx Act 1 table: rewritten to 4 dialogs + a
"What's no longer asked" table explaining the auto-derivation paths.
Act 2 Phase 3 description mentions git-identity auto-set.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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…backends
Most teammates already have Chrome, WebStorm, VS Code, git, Node, etc.
The previous "if missing { install } else { skip }" pattern left tools
stale on long-lived machines and reinstalled nothing when present. New
pattern: detect → upgrade-if-outdated → install-if-missing → skip-if-fresh.
Helpers added:
- onboarding-mac.sh: `brew_smart <pkg> [--cask]` + `npm_global_smart <pkg>`
- onboarding-linux.sh: `apt_smart <pkg>` + `snap_smart <pkg> [--classic]` +
`npm_global_smart`
- onboarding-windows.ps1: `Winget-Smart <pkgId>` + `Npm-Global-Smart <pkg>`
All helpers report install vs upgrade vs already-latest distinctly, so
re-runs are honest about what changed.
Refactored install sites:
- Phase 1 (every script): git, gh CLI, Node (mac=brew node@24, linux=nvm
install --lts, win=winget OpenJS.NodeJS.LTS), pnpm, vercel
- Phase 2: WebStorm, VS Code, Chrome — all skip-if-present-and-fresh,
upgrade-if-outdated
- Phase 5: Claude Desktop (Mac brew_smart claude --cask; Win Winget-Smart
Anthropic.Claude)
Latest stable versions confirmed:
- Node 24.16.0 Krypton (Active LTS) — already pinned in PR #111
- nvm v0.40.4 (Jan 29 release; was v0.40.3) — bumped in linux script +
onboarding.mdx
- Claude Code CLI — native installer (curl install.sh / irm install.ps1)
per code.claude.com/docs/en/setup; auto-updates in background
- pnpm, vercel, gh, WebStorm, VS Code, Chrome — package managers always
pull latest stable; @latest pin added to npm globals for explicitness
Net: each re-run of the bootstrap upgrades stale tools without reinstall
churn. Fresh machines get the same install paths as before.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
abdout
changed the title
7 tasks
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Two-part install polish
Part 1 — Dialog simplification (
b458ef6): wizard friction down from 11 dialogs to 4. Role, Pro/Max, name/email, Gist ID, hogwarts-dev, welcome — all removed. Anthropic dialog kept and reworded for company-account + HR/OTP flow (non-blocking).Part 2 — Smart install (
797462b): every install becomes skip-if-fresh / upgrade-if-outdated / install-if-missing. Most teammates already have Chrome, WebStorm, VS Code, git — the oldif missing { install }left their tools stale on re-runs.Why
After both: re-running the bootstrap on a 6-month-old machine upgrades stale tools without reinstalling everything and asks only the 4 dialogs the wizard can't auto-detect.
What gets asked (4 dialogs)
Yes/No, create one(opensgithub.com/join) /SkipYes/Open invite page/Skip — I'll handle laterI have creds/Open Claude login/Skip — finish later. Non-blocking: install proceeds while HR sends OTPHome root/~/databayt//Custom…What's no longer asked
engineergh api user --jq '.name // .login'+ email =<login>@users.noreply.github.comClaude.appexisting insteadsecrets.sh--hogwarts-devflag still opts inSmart install helpers
brew_smart <pkg> [--cask]brew list→brew outdated→ upgrade or skip; install if missingapt_smart <pkg>dpkg-query→apt list --upgradable→ upgrade or skipsnap_smart <pkg> [--classic]snap list→snap refreshor installWinget-Smart <pkgId>winget list→winget upgradeorwinget installnpm_global_smart <pkg>npm install -g <pkg>@latest(idempotent); prints before→afterAll helpers report install vs upgrade vs already-latest distinctly, so re-runs are honest about churn.
Refactored install sites
curl install.sh/irm install.ps1) per code.claude.com/docs/en/setup — auto-updates in backgroundLatest stable versions confirmed
@latest/ package-manager latestBackend changes
ROLEpositional now optional, defaults toengineer(mac/linux); PowerShellValidateSetkept for backward compat with explicit callers--name/--emailarg → existing~/.gitconfig→gh api user→$(whoami)fallback. Lets the wizard skip name/email entirely while still attributing commits to the real user.Test plan
--quietmode + nogh: git identity falls back to$(whoami)@$(hostname -s).localgit config user.name/user.emailreflect the GitHub loginpnpm buildof docs site greenNet diff
12 files changed, +492 / -683 lines (net -191 lines).
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