Finish v1 → v2 migration

bash migrate-v2.sh already ran the deterministic migration. It handled:

• .env keys merged
• v2 DB seeded (agent_groups, messaging_groups, wiring)
• Group folders copied (v1 CLAUDE.md → v2 CLAUDE.local.md)
• Session data copied with conversation continuity (incl. Claude Code memory + JSONL transcripts)
• Scheduled tasks ported
• Channel code installed and auth state copied (incl. WhatsApp Baileys keystore)
• WhatsApp LIDs resolved from store/auth and aliased into messaging_groups
• Container skills copied
• Container image built

Your job is the parts that need human judgment: triage any failed steps, seed the owner, clean up CLAUDE.local.md files, reconcile configs, and port any fork customizations.

Read logs/setup-migration/handoff.json first — it has overall_status, per-step results in steps, and a followups list.

Preflight: was the script run?

Before anything else, check that logs/setup-migration/handoff.json exists. If it doesn't, the user is invoking this skill before migrate-v2.sh ran. Stop and tell them, verbatim:

This skill finishes a migration that migrate-v2.sh started. Run that first, in your terminal — not from inside Claude:

bash migrate-v2.sh

It needs interactive prompts (channel selection, service switchover) and runs Node/pnpm bootstrap, Docker, OneCLI setup, and a container build that don't fit inside a Claude session. When it finishes, it'll hand control back to Claude automatically — at which point this skill picks up.

Do not attempt to run the script yourself, simulate its effects, or pick up the migration mid-stream. The deterministic side has dependencies on a real interactive shell.

Once handoff.json exists, proceed to Phase 0.

Phase 0: Get v2 routing real messages

Before any deeper migration work, prove v2 actually answers messages on the user's real channels. v1 is paused, not touched — flipping back is a service restart.

0a — Fix blockers only

Walk handoff.steps. Fix only the failures that would stop the bot from routing one message; defer the rest to its later phase.

0b — Smoke test, then continue

Tell the user the switch is non-destructive (v1 is paused, not modified; reverting is one command). Help them stop v1's service unit and start v2's, tail the host log for a clean boot, and have them send a real test message. Use AskUserQuestion to confirm the bot responded.

If yes, continue to Phase 1. If no, diagnose from logs/nanoclaw.log and re-test — don't proceed to deeper work on a broken router.

Deferred failures

Re-visit anything you skipped in 0a before declaring the migration done. Most surface naturally in later phases (1c-groups ↔ Phase 2, 1e-tasks ↔ task verification).

Phase 1: Owner and access

v2 auto-creates a users row for every sender it sees (via extractAndUpsertUser in src/modules/permissions/index.ts). By the time this skill runs, the owner's row likely already exists — it just needs the owner role granted.

User ID format: always <channel_type>:<platform_handle>. Each channel populates this differently:

• Telegram: telegram:<numeric_user_id> (e.g. telegram:6037840640)
• Discord: discord:<snowflake_user_id> (e.g. discord:<snowflake>)
• WhatsApp: whatsapp:<phone>@s.whatsapp.net (e.g. whatsapp:15550000005@s.whatsapp.net)
• Slack: slack:<user_id> (e.g. slack:U04ABCDEF)
• Others: <channel_type>:<platform_id>

Steps:

1. Query users table: SELECT id, kind, display_name FROM users.
2. If exactly one user exists, confirm: AskUserQuestion: "Is <display_name> (<id>) you?" — Yes / No, let me type it.
3. If multiple users exist, present them as options in AskUserQuestion.
4. If no users exist yet (service hasn't received a message), ask the user to send a test message first, then re-query.
5. Once confirmed, check user_roles via getUserRoles(userId). If an owner row already exists, skip. Otherwise grant it with grantRole. grantRole inserts a new row per call, so the getUserRoles check keeps this re-runnable.

Use the DB helpers in src/modules/permissions/db/user-roles.ts (getUserRoles, grantRole). Init the DB first, then call the helpers:

import path from 'path';
import { initDb } from '../src/db/connection.js';
import { runMigrations } from '../src/db/migrations/index.js';
import { DATA_DIR } from '../src/config.js';
import { getUserRoles, grantRole } from '../src/modules/permissions/db/user-roles.js';

const db = initDb(path.join(DATA_DIR, 'v2.db'));
runMigrations(db); // idempotent

const userId = '<user_id>';
if (!getUserRoles(userId).some((r) => r.role === 'owner')) {
  grantRole({
    user_id: userId,
    role: 'owner',
    agent_group_id: null, // owner role must be global
    granted_by: null,
    granted_at: new Date().toISOString(),
  });
}

Access policy

After seeding the owner, discuss the access policy. v2's messaging_groups.unknown_sender_policy controls who can interact with the bot. migrate-v2.sh set it to public so the bot would respond during the switchover test, but the user may want to tighten it.

Present the options via AskUserQuestion:

1. Public (public, current) — anyone can message the bot. Good for personal DM bots.
2. Known users only (strict) — only users the access gate accepts (owner, admin, or agent_group_members) can trigger the bot. Others are silently dropped.
3. Approval required (request_approval) — unknown senders trigger an approval request to the owner. Good for group chats where you want to vet new members.

The unknown_sender_policy column accepts exactly these three values; use the parenthesized value for <chosen_policy> below.

If the user picks option 2 or 3, seed the known users from v1's message history. The v1 database is at <handoff.v1_path>/store/messages.db. It has a messages table with sender and sender_name columns. For each group:

-- v1: unique senders per chat (excluding bot messages)
SELECT DISTINCT sender, sender_name
FROM messages
WHERE chat_jid = '<v1_jid>' AND is_from_me = 0 AND sender IS NOT NULL

The sender value is a platform handle (e.g. 6037840640 for Telegram). Build the v2 user ID by inferring the channel type from the chat JID prefix (use parseJid from setup/migrate-v2/shared.ts) and combining: <channel_type>:<sender>.

For each sender:

1. Upsert into users(id, kind, display_name) if not already present.
2. Insert into agent_group_members(user_id, agent_group_id) for each agent group wired to that messaging group.

Show the user the list of senders being imported and let them deselect any they don't want.

Then update the messaging groups:

UPDATE messaging_groups SET unknown_sender_policy = '<chosen_policy>'
WHERE id IN (SELECT id FROM messaging_groups WHERE channel_type IN (<migrated_channels>))

Phase 2: Clean up CLAUDE.local.md

The migration copied v1's entire CLAUDE.md into CLAUDE.local.md for each group. This file now contains v1 boilerplate that v2 handles through its own composed fragments (container/CLAUDE.md + .claude-fragments/module-*.md). The user's customizations are buried inside.

For each group that has a CLAUDE.local.md:

1. Read the file.
2. Read the v1 template it was based on. Determine which template by checking the v1 install:
   • If the group had is_main=1 in v1's registered_groups, the template was groups/main/CLAUDE.md
   • Otherwise, the template was groups/global/CLAUDE.md
   • The v1 path is in handoff.json → v1_path
3. Diff the file against the template. Identify sections that are:
   • Stock boilerplate (identical to template) — remove. v2's fragments cover this.
   • User customizations (added sections, modified sections) — keep.
4. The following v1 sections are now handled by v2 fragments and should be removed even if slightly modified:
   • "What You Can Do" → v2 runtime system prompt
   • "Communication" / "Internal thoughts" / "Sub-agents" → container/CLAUDE.md + module-core.md
   • "Your Workspace" / workspace path references → container/CLAUDE.md
   • "Memory" (the stock version) → container/CLAUDE.md
   • "Message Formatting" → container/CLAUDE.md
   • "Admin Context" → v2 uses user_roles, not is_main
   • "Authentication" → v2 uses OneCLI
   • "Container Mounts" → v2 mounts are different
   • "Managing Groups" / "Finding Available Groups" / "Registered Groups Config" → v2 entity model, no IPC
   • "Global Memory" → v2 has .claude-shared.md symlink
   • "Scheduling for Other Groups" → module-scheduling.md
   • "Task Scripts" → module-scheduling.md
   • "Sender Allowlist" → v2 uses unknown_sender_policy + user_roles
5. Fix path references in kept sections:
   • /workspace/group/ → /workspace/agent/
   • /workspace/project/ → these paths don't exist in v2; discuss with the user
   • /workspace/ipc/ → gone; remove references
   • /workspace/extra/ → v2 uses container.json additionalMounts; keep but note the path may change
6. Keep the # Name heading and first paragraph (identity) — this is the user's agent personality.
7. Show the user the proposed new CLAUDE.local.md before writing it. Use AskUserQuestion: "Here's what I'd keep — look right?" with options to approve, edit, or keep the original.

If a CLAUDE.local.md has no user customizations (pure template copy), write a minimal file with just the identity heading.

Phase 3: Container config

migrate-v2.sh writes container.json directly from v1's container_config (the additionalMounts shape is identical). If the v1 config was unparseable, it falls back to a .v1-container-config.json sidecar.

For each group, check:

1. If container.json exists, read it and verify the additionalMounts host paths are still valid on this machine. Flag any that don't exist.
2. If .v1-container-config.json exists (parse failure fallback), read it, discuss with the user, and write a proper container.json. Then delete the sidecar.
3. Check for env or packages fields — env may overlap with OneCLI vault, packages (apt/npm) are portable.

Phase 4: Fork customizations

Check whether the user's v1 install was a customized fork.

cd <v1_path>
git remote -v
git log --oneline <upstream>/main..HEAD 2>/dev/null

If no commits ahead of upstream: stock v1, skip this phase.

If there are commits:

1. Show the commit list to the user.
2. AskUserQuestion: "How do you want to handle your v1 customizations?"
   • Copy portable items (recommended) — copy container/skills/*, .claude/skills/*, docs/*. Grep each copied file for v1-only references that won't resolve in v2 and flag them to the user: workspace paths (/workspace/group/, /workspace/project/, /workspace/ipc/, /workspace/extra/), the v1 IPC mechanism, registered_groups / is_main, the v1 sender allowlist, and store/messages.db.
   • Full walkthrough — go commit by commit, decide together.
   • Reference only — stash to docs/v1-fork-reference/ for later.
3. Source code (src/*, container/agent-runner/src/*) is NOT portable — v2's architecture is fundamentally different. Stash to docs/v1-fork-reference/ with a README explaining what each file did. Don't translate.

Principles

• v1 checkout is read-only. Never modify files under handoff.v1_path.
• Show before writing. Show diffs/proposed content before modifying CLAUDE.local.md or container.json.
• Mask credentials when displaying (first 4 + ... + last 4 characters).
• handoff.json is the recovery point. If context gets compacted, re-read it and git status to recover state.

Setup steps you can run

The setup flow at setup/index.ts has individual steps you can invoke if something is missing or failed:

pnpm exec tsx setup/index.ts --step <name>

When done

1. Run the verify step to confirm everything works:

   pnpm exec tsx setup/index.ts --step verify

2. Delete logs/setup-migration/handoff.json — offer to save as docs/migration-<date>.md first.
3. Restart the service if running so changes take effect. The v2 service label is install-specific (nanoclaw-v2-<slug> / com.nanoclaw-v2-<slug>), so derive it from src/install-slug.ts rather than guessing:

   # Linux
   UNIT=$(pnpm exec tsx -e "import{getSystemdUnit}from'./src/install-slug.js';console.log(getSystemdUnit())")
   systemctl --user restart "$UNIT"
   # macOS
   LABEL=$(pnpm exec tsx -e "import{getLaunchdLabel}from'./src/install-slug.js';console.log(getLaunchdLabel())")
   launchctl kickstart -k "gui/$(id -u)/$LABEL"