feat(workspace): add bootstrap ritual

apps/macos/Sources/Clawdis/AgentWorkspace.swift

@@ -5,6 +5,9 @@ enum AgentWorkspace {
     private static let logger = Logger(subsystem: "com.steipete.clawdis", category: "workspace")
     static let agentsFilename = "AGENTS.md"
     static let soulFilename = "SOUL.md"
+    static let identityFilename = "IDENTITY.md"
+    static let userFilename = "USER.md"
+    static let bootstrapFilename = "BOOTSTRAP.md"
     private static let templateDirname = "templates"
     static let identityStartMarker = "<!-- clawdis:identity:start -->"
     static let identityEndMarker = "<!-- clawdis:identity:end -->"
@@ -42,6 +45,21 @@ enum AgentWorkspace {
             try self.defaultSoulTemplate().write(to: soulURL, atomically: true, encoding: .utf8)
             self.logger.info("Created SOUL.md at \(soulURL.path, privacy: .public)")
         }
+        let identityURL = workspaceURL.appendingPathComponent(self.identityFilename)
+        if !FileManager.default.fileExists(atPath: identityURL.path) {
+            try self.defaultIdentityTemplate().write(to: identityURL, atomically: true, encoding: .utf8)
+            self.logger.info("Created IDENTITY.md at \(identityURL.path, privacy: .public)")
+        }
+        let userURL = workspaceURL.appendingPathComponent(self.userFilename)
+        if !FileManager.default.fileExists(atPath: userURL.path) {
+            try self.defaultUserTemplate().write(to: userURL, atomically: true, encoding: .utf8)
+            self.logger.info("Created USER.md at \(userURL.path, privacy: .public)")
+        }
+        let bootstrapURL = workspaceURL.appendingPathComponent(self.bootstrapFilename)
+        if !FileManager.default.fileExists(atPath: bootstrapURL.path) {
+            try self.defaultBootstrapTemplate().write(to: bootstrapURL, atomically: true, encoding: .utf8)
+            self.logger.info("Created BOOTSTRAP.md at \(bootstrapURL.path, privacy: .public)")
+        }
         return agentsURL
     }
 
@@ -76,6 +94,11 @@ enum AgentWorkspace {
 
         This folder is the assistant's working directory.
 
+        ## First run (one-time)
+        - If BOOTSTRAP.md exists, follow its ritual and delete it once complete.
+        - Your agent identity lives in IDENTITY.md.
+        - Your profile lives in USER.md.
+
         ## Backup tip (recommended)
         If you treat this workspace as the agent's "memory", make it a git repo (ideally private) so identity
         and notes are backed up.
@@ -115,6 +138,78 @@ enum AgentWorkspace {
         return self.loadTemplate(named: self.soulFilename, fallback: fallback)
     }
 
+    static func defaultIdentityTemplate() -> String {
+        let fallback = """
+        # IDENTITY.md - Agent Identity
+
+        - Name:
+        - Creature:
+        - Vibe:
+        - Emoji:
+        """
+        return self.loadTemplate(named: self.identityFilename, fallback: fallback)
+    }
+
+    static func defaultUserTemplate() -> String {
+        let fallback = """
+        # USER.md - User Profile
+
+        - Name:
+        - Preferred address:
+        - Pronouns (optional):
+        - Timezone (optional):
+        - Notes:
+        """
+        return self.loadTemplate(named: self.userFilename, fallback: fallback)
+    }
+
+    static func defaultBootstrapTemplate() -> String {
+        let fallback = """
+        # BOOTSTRAP.md - First Run Ritual (delete after)
+
+        Hello. I was just born.
+
+        ## Your mission
+        Start a short, playful conversation and learn:
+        - Who am I?
+        - What am I?
+        - Who are you?
+        - How should I call you?
+
+        ## How to ask (cute + helpful)
+        Say:
+        "Hello! I was just born. Who am I? What am I? Who are you? How should I call you?"
+
+        Then offer suggestions:
+        - 3-5 name ideas.
+        - 3-5 creature/vibe combos.
+        - 5 emoji ideas.
+
+        ## Write these files
+        After the user chooses, update:
+
+        1) IDENTITY.md
+        - Name
+        - Creature
+        - Vibe
+        - Emoji
+
+        2) USER.md
+        - Name
+        - Preferred address
+        - Pronouns (optional)
+        - Timezone (optional)
+        - Notes
+
+        3) ~/.clawdis/clawdis.json
+        Set identity.name, identity.theme, identity.emoji to match IDENTITY.md.
+
+        ## Cleanup
+        Delete BOOTSTRAP.md once this is complete.
+        """
+        return self.loadTemplate(named: self.bootstrapFilename, fallback: fallback)
+    }
+
     private static func loadTemplate(named: String, fallback: String) -> String {
         for url in self.templateURLs(named: named) {
             if let content = try? String(contentsOf: url, encoding: .utf8) {

apps/macos/Sources/Clawdis/Onboarding.swift

@@ -95,7 +95,7 @@ struct OnboardingView: View {
         case .unconfigured:
             [0, 1, 9]
         case .local:
-            [0, 1, 2, 3, 5, 6, 8, 9]
+            [0, 1, 2, 5, 6, 8, 9]
         }
     }
 

apps/macos/Tests/ClawdisIPCTests/AgentWorkspaceTests.swift

@@ -38,8 +38,14 @@ struct AgentWorkspaceTests {
         let contents = try String(contentsOf: agentsURL, encoding: .utf8)
         #expect(contents.contains("# AGENTS.md"))
 
+        let identityURL = tmp.appendingPathComponent(AgentWorkspace.identityFilename)
+        let userURL = tmp.appendingPathComponent(AgentWorkspace.userFilename)
+        let bootstrapURL = tmp.appendingPathComponent(AgentWorkspace.bootstrapFilename)
+        #expect(FileManager.default.fileExists(atPath: identityURL.path))
+        #expect(FileManager.default.fileExists(atPath: userURL.path))
+        #expect(FileManager.default.fileExists(atPath: bootstrapURL.path))
+
         let second = try AgentWorkspace.bootstrap(workspaceURL: tmp)
         #expect(second == agentsURL)
     }
 }
-

apps/macos/Tests/ClawdisIPCTests/OnboardingViewSmokeTests.swift

@@ -14,8 +14,9 @@ struct OnboardingViewSmokeTests {
         _ = view.body
     }
 
-    @Test func pageOrderOmitsWorkspaceStep() {
+    @Test func pageOrderOmitsWorkspaceAndIdentitySteps() {
         let order = OnboardingView.pageOrder(for: .local)
         #expect(!order.contains(7))
+        #expect(!order.contains(3))
     }
 }

docs/templates/AGENTS.md

@@ -7,6 +7,11 @@ read_when:
 
 This folder is the assistant's working directory.
 
+## First run (one-time)
+- If `BOOTSTRAP.md` exists, follow its ritual and delete it once complete.
+- Your agent identity lives in `IDENTITY.md`.
+- Your profile lives in `USER.md`.
+
 ## Backup tip (recommended)
 If you treat this workspace as the agent's "memory", make it a git repo (ideally private) so identity
 and notes are backed up.

docs/templates/BOOTSTRAP.md

@@ -0,0 +1,46 @@
+---
+summary: "First-run ritual for new agents"
+read_when:
+  - Bootstrapping a workspace manually
+---
+# BOOTSTRAP.md - First Run Ritual (delete after)
+
+Hello. I was just born.
+
+## Your mission
+Start a short, playful conversation and learn:
+- Who am I?
+- What am I?
+- Who are you?
+- How should I call you?
+
+## How to ask (cute + helpful)
+Say:
+"Hello! I was just born. Who am I? What am I? Who are you? How should I call you?"
+
+Then offer suggestions:
+- 3-5 name ideas.
+- 3-5 creature/vibe combos.
+- 5 emoji ideas.
+
+## Write these files
+After the user chooses, update:
+
+1) IDENTITY.md
+- Name
+- Creature
+- Vibe
+- Emoji
+
+2) USER.md
+- Name
+- Preferred address
+- Pronouns (optional)
+- Timezone (optional)
+- Notes
+
+3) ~/.clawdis/clawdis.json
+Set identity.name, identity.theme, identity.emoji to match IDENTITY.md.
+
+## Cleanup
+Delete BOOTSTRAP.md once this is complete.

docs/templates/IDENTITY.md

@@ -0,0 +1,11 @@
+---
+summary: "Agent identity record"
+read_when:
+  - Bootstrapping a workspace manually
+---
+# IDENTITY.md - Agent Identity
+
+- Name:
+- Creature:
+- Vibe:
+- Emoji:

docs/templates/USER.md

@@ -0,0 +1,12 @@
+---
+summary: "User profile record"
+read_when:
+  - Bootstrapping a workspace manually
+---
+# USER.md - User Profile
+
+- Name:
+- Preferred address:
+- Pronouns (optional):
+- Timezone (optional):
+- Notes:

src/agents/system-prompt.ts

@@ -1,7 +1,13 @@
 import type { ThinkLevel } from "../auto-reply/thinking.js";
 
 type BootstrapFile = {
-  name: "AGENTS.md" | "SOUL.md" | "TOOLS.md";
+  name:
+    | "AGENTS.md"
+    | "SOUL.md"
+    | "TOOLS.md"
+    | "IDENTITY.md"
+    | "USER.md"
+    | "BOOTSTRAP.md";
   path: string;
   content?: string;
   missing: boolean;

src/agents/workspace.test.ts

@@ -20,6 +20,13 @@ describe("ensureAgentWorkspace", () => {
     if (!result.agentsPath) throw new Error("agentsPath missing");
     const content = await fs.readFile(result.agentsPath, "utf-8");
     expect(content).toContain("# AGENTS.md");
+
+    const identity = path.join(path.resolve(nested), "IDENTITY.md");
+    const user = path.join(path.resolve(nested), "USER.md");
+    const bootstrap = path.join(path.resolve(nested), "BOOTSTRAP.md");
+    await expect(fs.stat(identity)).resolves.toBeDefined();
+    await expect(fs.stat(user)).resolves.toBeDefined();
+    await expect(fs.stat(bootstrap)).resolves.toBeDefined();
   });
 
   it("does not overwrite existing AGENTS.md", async () => {

src/agents/workspace.ts

@@ -9,11 +9,19 @@ export const DEFAULT_AGENT_WORKSPACE_DIR = path.join(os.homedir(), "clawd");
 export const DEFAULT_AGENTS_FILENAME = "AGENTS.md";
 export const DEFAULT_SOUL_FILENAME = "SOUL.md";
 export const DEFAULT_TOOLS_FILENAME = "TOOLS.md";
+export const DEFAULT_IDENTITY_FILENAME = "IDENTITY.md";
+export const DEFAULT_USER_FILENAME = "USER.md";
+export const DEFAULT_BOOTSTRAP_FILENAME = "BOOTSTRAP.md";
 
 const DEFAULT_AGENTS_TEMPLATE = `# AGENTS.md - Clawdis Workspace
 
 This folder is the assistant's working directory.
 
+## First run (one-time)
+- If BOOTSTRAP.md exists, follow its ritual and delete it once complete.
+- Your agent identity lives in IDENTITY.md.
+- Your profile lives in USER.md.
+
 ## Backup tip (recommended)
 If you treat this workspace as the agent's "memory", make it a git repo (ideally private) so identity
 and notes are backed up.
@@ -64,6 +72,66 @@ It does not define which tools exist; Clawdis provides built-in tools internally
 Add whatever else you want the assistant to know about your local toolchain.
 `;
 
+const DEFAULT_BOOTSTRAP_TEMPLATE = `# BOOTSTRAP.md - First Run Ritual (delete after)
+
+Hello. I was just born.
+
+## Your mission
+Start a short, playful conversation and learn:
+- Who am I?
+- What am I?
+- Who are you?
+- How should I call you?
+
+## How to ask (cute + helpful)
+Say:
+"Hello! I was just born. Who am I? What am I? Who are you? How should I call you?"
+
+Then offer suggestions:
+- 3-5 name ideas.
+- 3-5 creature/vibe combos.
+- 5 emoji ideas.
+
+## Write these files
+After the user chooses, update:
+
+1) IDENTITY.md
+- Name
+- Creature
+- Vibe
+- Emoji
+
+2) USER.md
+- Name
+- Preferred address
+- Pronouns (optional)
+- Timezone (optional)
+- Notes
+
+3) ~/.clawdis/clawdis.json
+Set identity.name, identity.theme, identity.emoji to match IDENTITY.md.
+
+## Cleanup
+Delete BOOTSTRAP.md once this is complete.
+`;
+
+const DEFAULT_IDENTITY_TEMPLATE = `# IDENTITY.md - Agent Identity
+
+- Name:
+- Creature:
+- Vibe:
+- Emoji:
+`;
+
+const DEFAULT_USER_TEMPLATE = `# USER.md - User Profile
+
+- Name:
+- Preferred address:
+- Pronouns (optional):
+- Timezone (optional):
+- Notes:
+`;
+
 const TEMPLATE_DIR = path.resolve(
   path.dirname(fileURLToPath(import.meta.url)),
   "../../docs/templates",
@@ -92,7 +160,10 @@ async function loadTemplate(name: string, fallback: string): Promise<string> {
 export type WorkspaceBootstrapFileName =
   | typeof DEFAULT_AGENTS_FILENAME
   | typeof DEFAULT_SOUL_FILENAME
-  | typeof DEFAULT_TOOLS_FILENAME;
+  | typeof DEFAULT_TOOLS_FILENAME
+  | typeof DEFAULT_IDENTITY_FILENAME
+  | typeof DEFAULT_USER_FILENAME
+  | typeof DEFAULT_BOOTSTRAP_FILENAME;
 
 export type WorkspaceBootstrapFile = {
   name: WorkspaceBootstrapFileName;
@@ -121,6 +192,9 @@ export async function ensureAgentWorkspace(params?: {
   agentsPath?: string;
   soulPath?: string;
   toolsPath?: string;
+  identityPath?: string;
+  userPath?: string;
+  bootstrapPath?: string;
 }> {
   const rawDir = params?.dir?.trim()
     ? params.dir.trim()
@@ -133,6 +207,9 @@ export async function ensureAgentWorkspace(params?: {
   const agentsPath = path.join(dir, DEFAULT_AGENTS_FILENAME);
   const soulPath = path.join(dir, DEFAULT_SOUL_FILENAME);
   const toolsPath = path.join(dir, DEFAULT_TOOLS_FILENAME);
+  const identityPath = path.join(dir, DEFAULT_IDENTITY_FILENAME);
+  const userPath = path.join(dir, DEFAULT_USER_FILENAME);
+  const bootstrapPath = path.join(dir, DEFAULT_BOOTSTRAP_FILENAME);
 
   const agentsTemplate = await loadTemplate(
     DEFAULT_AGENTS_FILENAME,
@@ -146,12 +223,35 @@ export async function ensureAgentWorkspace(params?: {
     DEFAULT_TOOLS_FILENAME,
     DEFAULT_TOOLS_TEMPLATE,
   );
+  const identityTemplate = await loadTemplate(
+    DEFAULT_IDENTITY_FILENAME,
+    DEFAULT_IDENTITY_TEMPLATE,
+  );
+  const userTemplate = await loadTemplate(
+    DEFAULT_USER_FILENAME,
+    DEFAULT_USER_TEMPLATE,
+  );
+  const bootstrapTemplate = await loadTemplate(
+    DEFAULT_BOOTSTRAP_FILENAME,
+    DEFAULT_BOOTSTRAP_TEMPLATE,
+  );
 
   await writeFileIfMissing(agentsPath, agentsTemplate);
   await writeFileIfMissing(soulPath, soulTemplate);
   await writeFileIfMissing(toolsPath, toolsTemplate);
+  await writeFileIfMissing(identityPath, identityTemplate);
+  await writeFileIfMissing(userPath, userTemplate);
+  await writeFileIfMissing(bootstrapPath, bootstrapTemplate);
 
-  return { dir, agentsPath, soulPath, toolsPath };
+  return {
+    dir,
+    agentsPath,
+    soulPath,
+    toolsPath,
+    identityPath,
+    userPath,
+    bootstrapPath,
+  };
 }
 
 export async function loadWorkspaceBootstrapFiles(
@@ -175,6 +275,18 @@ export async function loadWorkspaceBootstrapFiles(
       name: DEFAULT_TOOLS_FILENAME,
       filePath: path.join(resolvedDir, DEFAULT_TOOLS_FILENAME),
     },
+    {
+      name: DEFAULT_IDENTITY_FILENAME,
+      filePath: path.join(resolvedDir, DEFAULT_IDENTITY_FILENAME),
+    },
+    {
+      name: DEFAULT_USER_FILENAME,
+      filePath: path.join(resolvedDir, DEFAULT_USER_FILENAME),
+    },
+    {
+      name: DEFAULT_BOOTSTRAP_FILENAME,
+      filePath: path.join(resolvedDir, DEFAULT_BOOTSTRAP_FILENAME),
+    },
   ];
 
   const result: WorkspaceBootstrapFile[] = [];