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From the first agent-conversation e2e against a live hub: - install.md: git handoff for tracked knowledge folders (one transport per folder), .bdrive//.bdriveignore git guidance, Hermes per-user hook warning, drop stale share--list aside - SKILL.md: .bdriveignore is local-only on --shared mounts (root file sits outside the include list) — doc now matches behavior - new project skill .claude/skills/onboarding-e2e: reusable procedure to re-run the conversation-level e2e (staging, instruction materialization, agent prompt contract, verification, pass bar) Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01VbiaaVM2ACxeRi8ySG9ybc
146 lines
7.7 KiB
Markdown
146 lines
7.7 KiB
Markdown
---
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description: Set up BearDrive for this project — install the CLI, sign in, create/connect a project, optionally document the shared folder in CLAUDE.md, and register project-level sync hooks so every teammate's files stay fresh during Claude sessions
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argument-hint: "[project-name] [--shared <dir>]"
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---
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Set up BearDrive for the current project, end to end. Work through these
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steps in order, telling the user what you're doing at each one.
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## 1. Ensure the `bdrive` binary exists
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Run `command -v bdrive`. If missing, install it:
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- macOS/Linuxbrew: `brew install runbear-io/tap/beardrive`
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- otherwise: `go install github.com/runbear-io/beardrive/cmd/bdrive@latest`
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If neither works, stop and tell the user how to install manually.
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## 2. Sign in if needed
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Run `bdrive login --status`. If there is no valid session, tell the user a
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browser window is coming, then sign in:
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- **Default: BearDrive Cloud.** Run bare `bdrive login` — the browser opens
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beardrive.ai where they sign in or sign up. A brand-new account gets a
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free personal workspace automatically (no forms beyond signup itself); a
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pending team invite lands them in that team instead. No prior signup is
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needed — this step IS the signup.
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- **Self-hosted team:** if the user says their team runs its own hub, ask
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for the URL and run `bdrive login https://their-hub`.
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## 3. Initialize the project
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If `$ARGUMENTS` gives a project name and/or `--shared <dir>`, use them.
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Otherwise ask the user two questions (or infer from their request):
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- **Create a new project or connect an existing one?** (`bdrive init
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--name <name>` creates-or-joins by name; `bdrive init --project <p-id>`
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connects by id.)
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- **Sync the whole folder, or only a shared subfolder?** Hard rule:
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**never sync a repo root** — inside a repo, knowledge always syncs as a
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scoped subfolder via `--shared`. Whole-folder is only for a dedicated
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knowledge folder (an empty dir, a standalone vault) that is the mount
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itself. Don't ask open-endedly: scan the repo for an existing knowledge
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folder (`wiki/`, `docs/`, `notes/`, `handbook/`, an Obsidian vault —
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markdown-heavy, not source code) and propose the best candidate for
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confirmation, e.g. "I found `./wiki` — sync that?".
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**One transport per folder.** If the chosen folder is currently git-tracked,
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BearDrive and git would both write it — the silent-revert hazard. Get consent,
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then hand it off: `git rm -r --cached <dir>` and add `<dir>/` to `.gitignore`;
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stage the change but let the user commit. (Full detection ladder — git,
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Obsidian, symlinks — in the beardrive skill's "Connecting knowledge tooling".)
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Then run it non-interactively, e.g.:
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```sh
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bdrive init --name <project-name> --yes # dedicated knowledge folder
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bdrive init --name <project-name> --shared wiki # in a repo: only ./wiki syncs
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```
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Re-running `bdrive init --yes` later is always safe: it resumes syncing
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(including after the folder was renamed or moved).
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After init, tell git what's what: add `.bdrive/` to `.gitignore` (per-machine
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state, never committed) and COMMIT `.bdriveignore` (on a `--shared` mount the
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root `.bdriveignore` is local-only to each clone, so git is how the team
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shares it).
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## 4. Teach agents about the shared folder (ask first — never do this silently)
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Two files with different jobs (full rationale: the beardrive skill's
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"Teaching agents the folder" section). Offer each as its own consent:
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**a. The folder's own map — `<shared>/AGENTS.md` (synced, team-wide).**
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If the shared folder already has an `AGENTS.md`, read it and follow it —
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it is the team's source of truth; do not rewrite it while onboarding.
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If it has none and this user is creating the project, offer to draft one:
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explore the folder (top-level dirs, naming patterns, what's actually
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there) and write a short map — what each area is for, naming conventions,
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where agents should put their output, what not to touch. Keep it under a
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screen; it syncs to every member, so write it for the whole team, not
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this machine.
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**b. A root pointer in this repo (per machine, never synced).** For a
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`--shared` mount inside a repo, append a short section to the repo root's
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`AGENTS.md` and/or `CLAUDE.md` — both if both exist; `AGENTS.md` is what
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Codex and Hermes read (Codex never discovers nested instruction files,
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and no platform knows the folder *matters* until told). Shape it like
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this (adapt the folder name; create the file if missing):
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```markdown
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## Shared folder (BearDrive)
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`wiki/` is the team's shared folder, synced via BearDrive — changes
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propagate to everyone within seconds and every change is tracked (who,
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when, which device). Read `wiki/AGENTS.md` before working there. Put
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shareable artifacts — reports, notes, plans — in `wiki/` so the team
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sees them, and whenever you mention a synced file's path, append its
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gated link on an emoji: `` `wiki/<file>` `` [🔗](\<hub link>) —
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`bdrive url wiki/<file>` prints the link (teammates sign in to view).
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Never put secrets here (`bdrive share` mints fully public URLs).
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```
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Point at the synced `AGENTS.md` rather than duplicating its conventions —
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the pointer is for awareness and routing; the conventions live in the
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folder, stay current for everyone, and are versioned by the hub. For a
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standalone knowledge mount (dedicated folder, no enclosing repo) skip the
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pointer: `AGENTS.md` at the mount root is loaded natively by every
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platform.
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## 5. Register agent sync hooks
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Run `bdrive hooks install` in the project. It detects the agent platforms
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in use — Claude Code (`.claude/`), Codex (`.codex/`), Gemini CLI
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(`.gemini/`), Hermes (`~/.hermes/`) — and idempotently merges beardrive's
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sync hooks into each platform's own hook config, preserving any hooks
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already there. Project-level files (`.claude/settings.json`,
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`.codex/hooks.json`, `.gemini/settings.json`) ride the repo, so every
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teammate gets them — plugin or not, whatever agent they use; Hermes hooks
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are per-user (`~/.hermes/config.yaml`).
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The registered hooks pull before every turn (the agent always reads the
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team's latest files), push right after edits (artifacts land on the server
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seconds after they're created — daemon or no daemon), and stamp every
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change with the agent session that made it (`bdrive sync --note "<agent>
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session <id>"` — visible in `bdrive log` and the hub's history views).
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A third hook (`bdrive read-log`) queues which files the agent read — via
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the native read tool, grep-style searches (the files the matches came
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from), or shell commands that name project files — so the hub's read
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heatmap can show admins what the team's agents actually consume. Reads
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are reported on the next sync, never from the hook itself. They are fast no-ops in folders without
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`.bdrive/`.
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Tell the user which platforms got hooks (`bdrive hooks` shows the status
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table). If Codex is among them, mention they must run `/hooks` inside
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Codex once to trust the project's `.codex` layer. To register a platform
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that wasn't detected: `bdrive hooks install --agent claude,codex,gemini,hermes`.
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Heads-up before installing: Hermes hooks are PER-USER (`~/.hermes/config.yaml`,
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outside the repo) — mention that when it's among the targets, and skip it
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unless the user actually uses Hermes.
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## 6. Verify and summarize
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Run `bdrive status` and confirm the daemon is running and pending is 0.
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Then tell the user what was set up — and ALWAYS finish with the payoff:
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pick a representative file in the synced folder (the wiki's index/README,
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or an artifact you just generated), run `bdrive url <file>`, and hand the
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user the link with an invitation to open it — seeing their folder rendered
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in the browser is the moment the setup clicks. Teammate links require
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sign-in (safe by default); mention `bdrive share <file>` exists for fully
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public links when someone outside the hub needs it.
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