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docs(readme): add local-first path, restructure Quick Start into Local + Cloud#1039

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docs-readme-local-first
Jul 21, 2026
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docs(readme): add local-first path, restructure Quick Start into Local + Cloud#1039
abrichr merged 1 commit into
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docs-readme-local-first

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@abrichr abrichr commented Jul 21, 2026

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What

Restructures the README Quick Start so users see two clearly-labeled paths instead of only the Cloud ingest flow.

Path 1: Local (recommended, default)

Leads the section and is marked the privacy-preserving default. pip install then record -> compile -> replay entirely on the user's own machine: no account, no upload, no cloud. Nothing leaves the machine.

  • Starts with the bundled MockMed loop (no target app, CI-reproducible).
  • Then substrate-aware recording of the user's own app: openadapt flow record --backend web|windows|macos|linux|rdp (web uses --url), compile, and local replay. Native/remote substrates replay locally via openadapt flow run.
  • Honest maturity: browser is the Beta reference loop; Windows/macOS/RDP are scoped design-partner qualifications; Citrix is research-stage (links to the existing Substrate maturity table).
  • Preserves the lint/certify strict-gate explanation, for-each, and visualize.

Path 2: Cloud (optional, managed)

Keeps the existing sanitized-derivative -> approve exact bytes -> upload-with-ingest-token flow, reframed as the optional hosted path for teams wanting hosting, a dashboard, and governance. Adds the honest scope note that the public managed subscription runs browser workflows today, while desktop/RDP/Citrix run self-hosted/on-prem as scoped design-partner deployments. The Cloud connect pairing block moved here from the top.

Accuracy

Commands verified against:

  • openadapt/cli.py in this repo: record delegates through the passthrough group so --backend (and --url, --agent-url, --macos-app, --rdp-host, ...) forward verbatim; the explicit replay wrapper is web-only, so native/remote local replay is documented via openadapt flow run (a passthrough command).
  • openadapt-flow openadapt_flow/__main__.py on main (v1.19.0): record --backend choices are web/windows/macos/linux/rdp; web requires --url. The launcher pins openadapt-flow>=1.17.0.

No em dashes in edited sections. README is the PyPI long description only; no README content-lint or docs-consistency test gates this change (the docs guard only fires on docs/** and mkdocs.yml).

🤖 Generated with Claude Code

https://claude.ai/code/session_01NyCHrzA1psrKMFfroYbzaM

…wo paths

Restructure the Quick Start into two clearly-labeled paths so users see both
ways to run OpenAdapt:

- Path 1: Local (recommended, default). pip install then record -> compile ->
  replay entirely on the user's own machine, with no account, no upload, and no
  cloud. Leads with the bundled MockMed loop (no target app), then substrate-
  aware recording via `openadapt flow record --backend web|windows|macos|linux|
  rdp` (web uses --url), compile, and local replay/run. Commands verified
  against openadapt/cli.py (record is a passthrough that forwards --backend) and
  openadapt-flow __main__.py on main (backend choices web/windows/macos/linux/
  rdp).
- Path 2: Cloud (optional, managed). Keeps the sanitized-derivative -> approve
  exact bytes -> upload-with-ingest-token flow, framed as the optional hosted
  path for teams, with the honest scope note that the public managed
  subscription runs browser workflows today (desktop/RDP/Citrix run
  self-hosted/on-prem as scoped design-partner deployments).

Also update the CLI reference record line to reflect the substrate-aware
backend selector. No em dashes in edited sections.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01NyCHrzA1psrKMFfroYbzaM
@abrichr
abrichr merged commit 14414ef into main Jul 21, 2026
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