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OpenClaw Setup Tasks

Last updated: 2026-02-16 Status: Not started

Workflow Method (Cross-Machine)

  1. GitHub repo https://github.com/jonslimak/luoji is the source of truth.
  2. Target machine agent performs installation and configuration work.
  3. Planning/review can happen on this machine, but status docs are updated in GitHub by the target machine workflow.
  4. Target machine updates these files each milestone:
    • plan.md
    • task.md
    • progress.txt
  5. Never commit secrets. Log only status/evidence and redact sensitive values.

Priority Order

  1. Milestone 0 - Repo and rollback baseline
  2. Milestone 1 - Local secure vertical slice
  3. Milestone 2 - Remote access via Tailscale Serve
  4. Milestone 3 - Telegram channel flow
  5. Milestone 4 - Model flexibility path
  6. Milestone 5 - Operational hardening and updates

Working Rules

  1. Keep implementation simple.
  2. Complete one milestone before expanding scope.
  3. Use soft gate review at the end of each milestone.
  4. Create a rollback point after each passed milestone.

Milestone 0 Tasks: Repo and Rollback Baseline

  • M0-T1: Initialize local git repo (if missing) and connect to https://github.com/jonslimak/luoji.
  • M0-T2: Install Codex on the target machine and clone the same GitHub repo there.
  • M0-T3: Validate target machine can pull and push to origin.
  • M0-T4: Set default branch strategy and branch naming (codex/<purpose>).
  • M0-T5: Create release note template for milestone tags.
  • M0-T6: Create baseline tag (vYYYY.MM.DD-1) before setup work.
  • M0-T7: Run dry-run rollback command and confirm it works.

Verification:

  • M0-V1: git remote -v shows expected origin.
  • M0-V2: Target machine can push a non-secret docs update.
  • M0-V3: Baseline tag exists in git tag.
  • M0-V4: Rollback dry-run command is documented and tested.

Soft gate decision:

  • M0-GATE: Proceed / Pause (case by case)

Milestone 1 Tasks: Local Secure Vertical Slice

  • M1-T1: Install OpenClaw via official installer.
  • M1-T2: Run openclaw onboard --install-daemon.
  • M1-T3: Confirm local mode and loopback bind.
  • M1-T4: Confirm gateway auth token is enabled.
  • M1-T5: Configure OpenAI provider and primary model.
  • M1-T6: Open Control UI and run first successful chat.
  • M1-T7: Run openclaw doctor and address blocking issues.

Verification:

  • M1-V1: openclaw gateway status is healthy.
  • M1-V2: openclaw health is healthy.
  • M1-V3: openclaw models status confirms OpenAI auth.
  • M1-V4: Control UI test message succeeds.

Soft gate decision:

  • M1-GATE: Proceed / Pause (case by case)

Rollback point:

  • M1-R1: Commit docs/changes (non-secret only).
  • M1-R2: Create milestone tag and release note.

Milestone 2 Tasks: Remote Access (Tailscale Serve)

  • M2-T1: Install and authenticate Tailscale on Mac mini.
  • M2-T2: Configure OpenClaw for Tailscale Serve mode.
  • M2-T3: Confirm gateway remains loopback-bound.
  • M2-T4: Validate remote Control UI from second tailnet device.
  • M2-T5: Run security audit and fix critical findings.

Verification:

  • M2-V1: Remote UI session works over tailnet.
  • M2-V2: No direct LAN/public gateway exposure.
  • M2-V3: openclaw security audit has no unresolved critical issues.

Soft gate decision:

  • M2-GATE: Proceed / Pause (case by case)

Rollback point:

  • M2-R1: Commit docs/changes (non-secret only).
  • M2-R2: Create milestone tag and release note.

Milestone 3 Tasks: Telegram Channel

  • M3-T1: Create Telegram bot token in BotFather.
  • M3-T2: Configure Telegram channel in OpenClaw.
  • M3-T3: Keep dmPolicy as pairing.
  • M3-T4: Keep group mention requirement enabled.
  • M3-T5: Approve first pairing code.
  • M3-T6: Validate DM and group mention behavior.

Verification:

  • M3-V1: Pairing list and approve flow works.
  • M3-V2: Approved DM user receives responses.
  • M3-V3: Group replies follow mention rule as expected.
  • M3-V4: Logs show no recurring delivery errors.

Soft gate decision:

  • M3-GATE: Proceed / Pause (case by case)

Rollback point:

  • M3-R1: Commit docs/changes (non-secret only).
  • M3-R2: Create milestone tag and release note.

Milestone 4 Tasks: Model Flexibility

  • M4-T1: Confirm stable OpenAI primary model.
  • M4-T2: Add fallback model configuration plan.
  • M4-T3: Document provider switch procedure (OpenAI to Anthropic/others).
  • M4-T4: Validate config with openclaw models status.

Verification:

  • M4-V1: Current OpenAI model remains stable.
  • M4-V2: Fallback config is valid and visible.
  • M4-V3: Provider switch procedure is clear and testable.

Soft gate decision:

  • M4-GATE: Proceed / Pause (case by case)

Rollback point:

  • M4-R1: Commit docs/changes (non-secret only).
  • M4-R2: Create milestone tag and release note.

Milestone 5 Tasks: Operations and Update Cadence

  • M5-T1: Define weekly maintenance checklist.
  • M5-T2: Perform one controlled update cycle: pre-update tag -> update -> doctor -> restart -> health check -> post-update tag.
  • M5-T3: Test rollback to previous milestone tag and confirm recovery.

Verification:

  • M5-V1: Update cycle completed without regressions.
  • M5-V2: Rollback test succeeded.
  • M5-V3: Maintenance checklist is documented and usable.

Soft gate decision:

  • M5-GATE: Proceed / Pause (case by case)

Rollback point:

  • M5-R1: Commit docs/changes (non-secret only).
  • M5-R2: Create milestone tag and release note.

Common Mistake Prevention Checklist

  • C1: Auth mismatch check completed (token/scope status confirmed).
  • C2: Pairing and mention policy validated before deeper debugging.
  • C3: Telegram privacy mode and numeric IDs validated.
  • C4: openclaw doctor run after setup/config changes.
  • C5: openclaw security audit run before remote/channel expansion.
  • C6: Tag created for each accepted milestone.