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docs: clarify privacy and onboarding boundaries#104

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jeffgreendesign merged 3 commits into
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docs/privacy-onboarding-safety-2026-06-08
Jun 8, 2026
Merged

docs: clarify privacy and onboarding boundaries#104
jeffgreendesign merged 3 commits into
mainfrom
docs/privacy-onboarding-safety-2026-06-08

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Summary

  • Clarify the privacy model for local vs cloud provider configurations
  • Align Quick Start with DATABASE_URL / pgvector setup instead of service-role-key-first Supabase instructions
  • Add visible personal-data handling warnings before imports
  • Generalize public infra fingerprints in Cloud Run / GCS / Cloud Tasks docs

Verification

  • git diff --check
  • pnpm dlx markdownlint-cli2 README.md docs/RUNBOOK.md docs/getting-started/configuration.mdx docs/getting-started/introduction.mdx docs/getting-started/quick-start.mdx docs/guides/cloud-run-deployment.mdx docs/guides/security-hardening.mdx docs/index.mdx infra/cloud-tasks/README.md infra/gcs/README.md

Notes

  • Docs-only change.
  • Full pnpm install --frozen-lockfile was not used because this VM hit disk pressure during Electron postinstall; targeted Markdown lint passed.

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Review Change Stack

No actionable comments were generated in the recent review. 🎉

ℹ️ Recent review info
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Configuration used: Organization UI

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Reviewing files that changed from the base of the PR and between 2d1837e and 24a2fef.

📒 Files selected for processing (1)
  • docs/getting-started/quick-start.mdx
🚧 Files skipped from review as they are similar to previous changes (1)
  • docs/getting-started/quick-start.mdx

Walkthrough

This pull request updates documentation across the repository to improve consistency, clarity, and flexibility. The changes standardize authentication placeholder syntax to Authorization: Bearer <your-token>, expand privacy guidance to clarify what data stays local versus what is sent to cloud providers, refactor setup instructions to center on PostgreSQL instead of Supabase, and parameterize hardcoded infrastructure examples in deployment guides to use placeholder-based configuration suitable for different deployments.

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Title check ✅ Passed The title 'docs: clarify privacy and onboarding boundaries' accurately and concisely reflects the main objectives of the PR: clarifying privacy models, improving onboarding, and adding safety boundaries.
Description check ✅ Passed The description provides a clear summary, detailed change list, verification steps, and notes about the docs-only nature. However, it lacks the 'Type of Change' checkboxes and full 'Checklist' items as specified in the template.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.

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✨ Finishing Touches
🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Commit unit tests in branch docs/privacy-onboarding-safety-2026-06-08

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Actionable comments posted: 2

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@docs/getting-started/quick-start.mdx`:
- Around line 40-42: The shell examples use an unquoted environment variable
(DATABASE_URL) which can break on special characters; update each psql
invocation and any other shell examples that reference DATABASE_URL so they use
"$DATABASE_URL" instead (e.g., change psql $DATABASE_URL -f scripts/setup-db.sql
to psql "$DATABASE_URL" -f scripts/setup-db.sql and similarly quote DATABASE_URL
in all other examples in quick-start.mdx).

In `@docs/guides/security-hardening.mdx`:
- Line 16: Update the absolute statement on auth in security-hardening.mdx so it
excludes the health endpoints; change the sentence that currently reads “All API
endpoints require the `Authorization: Bearer <your-token>` header.” to clarify
that all protected endpoints require the header while explicitly exempting
`/health`, `/health/live`, and `/health/ready` (or say “health endpoints”) as
unauthenticated. Ensure the new wording references those specific endpoints so
readers aren’t misled.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
⚙️ Run configuration

Configuration used: Organization UI

Review profile: CHILL

Plan: Pro

Run ID: e825b3a6-5511-44fb-8d23-d018d6d3184c

📥 Commits

Reviewing files that changed from the base of the PR and between 0e42895 and f90072d.

📒 Files selected for processing (10)
  • README.md
  • docs/RUNBOOK.md
  • docs/getting-started/configuration.mdx
  • docs/getting-started/introduction.mdx
  • docs/getting-started/quick-start.mdx
  • docs/guides/cloud-run-deployment.mdx
  • docs/guides/security-hardening.mdx
  • docs/index.mdx
  • infra/cloud-tasks/README.md
  • infra/gcs/README.md

Comment thread docs/getting-started/quick-start.mdx
Comment thread docs/guides/security-hardening.mdx Outdated
Quote DATABASE_URL examples and clarify auth requirements for health endpoints.

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🧹 Nitpick comments (1)
docs/getting-started/quick-start.mdx (1)

99-99: ⚡ Quick win

Consider splitting this guidance into separate sentences or a list for clarity.

This sentence combines three distinct topics (data persistence, production security setup, and privacy consent) that might be easier to scan if separated.

♻️ Example refactor for scannability
-Imported documents, extracted memories, and conversation summaries remain in your configured database/storage until deleted. Set `API_BEARER_TOKEN`, restrict CORS for production, and avoid importing third-party/private data without consent.
+Imported documents, extracted memories, and conversation summaries remain in your configured database/storage until deleted.
+
+For production deployments:
+
+- Set `API_BEARER_TOKEN` to restrict API access
+- Configure CORS restrictions  
+- Avoid importing third-party or private data without consent
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/getting-started/quick-start.mdx` at line 99, The long sentence beginning
"Imported documents, extracted memories, and conversation summaries remain..."
bundles three separate guidance points (data persistence, production security,
and privacy/consent); split it into separate sentences or a bulleted list so
each topic is one clear line—specifically update the sentence in quick-start.mdx
that starts with "Imported documents..." to either three concise sentences or a
short list items: (1) where data is persisted, (2) set API_BEARER_TOKEN and
restrict CORS in production, and (3) do not import third‑party/private data
without consent.
🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Nitpick comments:
In `@docs/getting-started/quick-start.mdx`:
- Line 99: The long sentence beginning "Imported documents, extracted memories,
and conversation summaries remain..." bundles three separate guidance points
(data persistence, production security, and privacy/consent); split it into
separate sentences or a bulleted list so each topic is one clear
line—specifically update the sentence in quick-start.mdx that starts with
"Imported documents..." to either three concise sentences or a short list items:
(1) where data is persisted, (2) set API_BEARER_TOKEN and restrict CORS in
production, and (3) do not import third‑party/private data without consent.

ℹ️ Review info
⚙️ Run configuration

Configuration used: Organization UI

Review profile: CHILL

Plan: Pro

Run ID: 790824e1-8c42-4dbd-8c0d-40680ad3c000

📥 Commits

Reviewing files that changed from the base of the PR and between f90072d and 2d1837e.

📒 Files selected for processing (2)
  • docs/getting-started/quick-start.mdx
  • docs/guides/security-hardening.mdx
🚧 Files skipped from review as they are similar to previous changes (1)
  • docs/guides/security-hardening.mdx

Split persistence, security, and consent guidance after CodeRabbit follow-up.
@jeffgreendesign jeffgreendesign merged commit f966648 into main Jun 8, 2026
7 of 8 checks passed
@jeffgreendesign jeffgreendesign deleted the docs/privacy-onboarding-safety-2026-06-08 branch June 8, 2026 17:37
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2 participants