Improvement/onboarding

agent_core/core/impl/onboarding/config.py

@@ -28,28 +28,21 @@ def _get_config_file() -> Path:
 
 # Hard onboarding steps configuration
 # Each step has: id, required (must complete), title (display name)
-# Note: User name is collected during soft onboarding (conversational interview)
+# User profile (name, location, language, tone, etc.) is collected in the
+# user_profile form step during hard onboarding.
 HARD_ONBOARDING_STEPS = [
     {"id": "provider", "required": True, "title": "LLM Provider"},
     {"id": "api_key", "required": True, "title": "API Key"},
     {"id": "agent_name", "required": False, "title": "Agent Name"},
+    {"id": "user_profile", "required": False, "title": "User Profile"},
     {"id": "mcp", "required": False, "title": "MCP Servers"},
     {"id": "skills", "required": False, "title": "Skills"},
 ]
 
 # Soft onboarding interview questions template
-# Questions are grouped to reduce conversation turns
+# Identity/preferences are now collected in hard onboarding.
+# Soft onboarding focuses on job/role and deep life goals exploration.
 SOFT_ONBOARDING_QUESTIONS = [
-    # Batch 1: Identity (asked together)
-    "name",                        # What should I call you?
     "job",                         # What do you do for work?
-    "location",                    # Where are you located? (timezone inferred from this)
-    # Batch 2: Preferences (asked together)
-    "tone",                        # How would you like me to communicate?
-    "proactivity",                 # Should I be proactive or wait for instructions?
-    "approval",                    # What actions need your approval?
-    # Batch 3: Messaging
-    "preferred_messaging_platform",  # Where should I send notifications? (telegram/whatsapp/discord/slack/tui)
-    # Batch 4: Life goals
-    "life_goals",                  # What are your life goals and what do you want help with?
+    "life_goals",                  # Deep life goals exploration (multiple rounds)
 ]

agent_core/core/prompts/routing.py

@@ -53,8 +53,8 @@
 
 <output_format>
 Return ONLY a valid JSON object:
-- Route to existing: {{ "action": "route", "session_id": "<session_id>", "reason": "<brief>" }}
-- Create new: {{ "action": "new", "session_id": "new", "reason": "<brief>" }}
+- Route to existing: {{ "reason": "<brief>", "action": "route", "session_id": "<session_id>" }}
+- Create new: {{ "reason": "<brief>", "action": "new", "session_id": "new" }}
 </output_format>
 """
 

app/agent_base.py

@@ -2115,6 +2115,8 @@ def _reset_agent_file_system_sync(self) -> None:
 
         logger.info("[RESET] Agent file system reinitialized from templates")
 
+    _soft_onboarding_triggered: bool = False
+
     async def trigger_soft_onboarding(self, reset: bool = False) -> Optional[str]:
         """
         Trigger soft onboarding interview task.
@@ -2133,6 +2135,12 @@ async def trigger_soft_onboarding(self, reset: bool = False) -> Optional[str]:
         from app.trigger import Trigger
         import time
 
+        # Prevent double-triggering (multiple adapters/paths may call this)
+        if not reset and self._soft_onboarding_triggered:
+            logger.debug("[ONBOARDING] Soft onboarding already triggered, skipping")
+            return None
+        self._soft_onboarding_triggered = True
+
         if reset:
             onboarding_manager.reset_soft_onboarding()
 
@@ -2741,13 +2749,6 @@ def print_startup_step(step: int, total: int, message: str):
         # Resume triggers for tasks restored from previous session
         await self._schedule_restored_task_triggers()
 
-        # Trigger soft onboarding if needed (BEFORE starting interface)
-        # This ensures agent handles onboarding logic, not the interfaces
-        from app.onboarding import onboarding_manager
-        if onboarding_manager.needs_soft_onboarding:
-            logger.info("[ONBOARDING] Soft onboarding needed, triggering from agent")
-            await self.trigger_soft_onboarding()
-
         # Initialize external communications (WhatsApp, Telegram)
         print_startup_step(8, 8, "Starting communications")
         from app.external_comms import ExternalCommsManager

app/cli/onboarding.py

@@ -12,6 +12,7 @@
     ProviderStep,
     ApiKeyStep,
     AgentNameStep,
+    UserProfileStep,
     MCPStep,
     SkillsStep,
 )
@@ -173,6 +174,72 @@ async def _select_multiple(
 
         return list(selections)
 
+    async def _input_form(self, step) -> Dict[str, Any]:
+        """Present a multi-field form and return collected data as a dict."""
+        form_fields = step.get_form_fields()
+        result: Dict[str, Any] = {}
+
+        print(f"\n{step.title}:")
+        print(f"{step.description}\n")
+
+        for f in form_fields:
+            if f.field_type == "text":
+                default_display = f.default or ""
+                prompt = f"  {f.label}"
+                if default_display:
+                    prompt += f" (default: {default_display})"
+                prompt += ": "
+                try:
+                    value = await self._async_input(prompt)
+                except (EOFError, KeyboardInterrupt):
+                    value = ""
+                result[f.name] = value.strip() if value.strip() else (f.default or "")
+
+            elif f.field_type == "select":
+                print(f"\n  {f.label}:")
+                for i, opt in enumerate(f.options, 1):
+                    marker = "*" if (opt.value == f.default or opt.default) else " "
+                    label = f"    {i}. [{marker}] {opt.label}"
+                    if opt.description and opt.description != opt.label:
+                        label += f" - {opt.description}"
+                    print(label)
+                try:
+                    choice = await self._async_input(f"  Enter number [1-{len(f.options)}]: ")
+                except (EOFError, KeyboardInterrupt):
+                    choice = ""
+                choice = choice.strip()
+                if choice:
+                    try:
+                        idx = int(choice) - 1
+                        if 0 <= idx < len(f.options):
+                            result[f.name] = f.options[idx].value
+                            continue
+                    except ValueError:
+                        pass
+                result[f.name] = f.default
+
+            elif f.field_type == "multi_checkbox":
+                print(f"\n  {f.label}:")
+                for i, opt in enumerate(f.options, 1):
+                    print(f"    {i}. [ ] {opt.label} - {opt.description}")
+                print("  Enter numbers to select (comma-separated), or press Enter to skip:")
+                try:
+                    choice = await self._async_input("  > ")
+                except (EOFError, KeyboardInterrupt):
+                    choice = ""
+                selected = []
+                for part in choice.split(","):
+                    part = part.strip()
+                    try:
+                        idx = int(part) - 1
+                        if 0 <= idx < len(f.options):
+                            selected.append(f.options[idx].value)
+                    except ValueError:
+                        continue
+                result[f.name] = selected
+
+        return result
+
     async def run_hard_onboarding(self) -> Dict[str, Any]:
         """Execute CLI-based hard onboarding wizard."""
         print(CLIFormatter.format_header("CraftBot Setup"))
@@ -206,7 +273,21 @@ async def run_hard_onboarding(self) -> Dict[str, Any]:
             )
             self._collected_data["agent_name"] = agent_name or "Agent"
 
-            # Step 4: MCP servers (optional)
+            # Step 4: User Profile (optional)
+            profile_step = UserProfileStep()
+            print("\nWould you like to set up your profile? (Y/n)")
+            try:
+                configure_profile = await self._async_input("> ")
+            except (EOFError, KeyboardInterrupt):
+                configure_profile = "n"
+
+            if not configure_profile.lower().startswith("n"):
+                profile_data = await self._input_form(profile_step)
+                self._collected_data["user_profile"] = profile_data
+            else:
+                self._collected_data["user_profile"] = {}
+
+            # Step 5: MCP servers (optional)
             mcp_step = MCPStep()
             mcp_options = mcp_step.get_options()
             if mcp_options:
@@ -271,9 +352,16 @@ def on_complete(self, cancelled: bool = False) -> None:
             save_settings_to_json(provider, api_key)
             logger.info(f"[CLI ONBOARDING] Saved provider={provider} to settings.json")
 
+        # Write user profile data to USER.md
+        profile_data = self._collected_data.get("user_profile", {})
+        if profile_data:
+            from app.onboarding.profile_writer import write_profile_to_user_md
+            write_profile_to_user_md(profile_data)
+
         # Mark hard onboarding as complete
         agent_name = self._collected_data.get("agent_name", "Agent")
-        onboarding_manager.mark_hard_complete(agent_name=agent_name)
+        user_name = profile_data.get("user_name") if profile_data else None
+        onboarding_manager.mark_hard_complete(user_name=user_name, agent_name=agent_name)
 
         logger.info("[CLI ONBOARDING] Hard onboarding completed successfully")
 

app/config/skills_config.json

@@ -2,6 +2,7 @@
   "auto_load": true,
   "enabled_skills": [
     "docx",
+    "file-format",
     "pdf",
     "playwright-mcp",
     "pptx",

app/data/agent_file_system_template/USER.md

@@ -16,8 +16,8 @@
 - **Approval Required For:** (Ask the users for info)
 
 ## Life Goals
-- **Goals:** (Ask the users for info)
-- **Help Wanted:** (Ask the users for info)
+
+(Ask the users for info)
 
 ## Personality
 

app/internal_action_interface.py

@@ -152,14 +152,14 @@ def describe_screen(cls) -> Dict[str, str]:
     @staticmethod
     async def do_chat(
         message: str,
-        platform: str = "CraftBot TUI",
+        platform: str = "CraftBot Interface",
         session_id: Optional[str] = None,
     ) -> None:
         """Record an agent-authored chat message to the event stream.
 
         Args:
             message: The message content to record.
-            platform: The platform the message is sent to (default: "CraftBot TUI").
+            platform: The platform the message is sent to (default: "CraftBot Interface").
             session_id: Optional task/session ID for multi-task isolation.
         """
         if InternalActionInterface.state_manager is None: