docs: sync documentation with post-v0.2 changes

docs/guide/installation.md

@@ -3,16 +3,44 @@
 ## Requirements
 
 - Python ≥ 3.10
-- At least one model API key (Azure OpenAI, OpenAI, Anthropic, or local Qwen)
+- For research training/evaluation, access to at least one configured model
+  backend (hosted API, local server, or an installed execution CLI)
+- The SkillOpt-Sleep `mock` backend needs no credentials
 
-## Quick Install
+## Choose an Install
+
+### PyPI
+
+Use PyPI for the Python packages and installed commands:
+
+```bash
+python -m pip install skillopt
+skillopt-sleep --help
+```
+
+This installs `skillopt-train`, `skillopt-eval`, and `skillopt-sleep`. The wheel
+does not include the repository's benchmark configs, data materializers,
+agent-integration shells/MCP servers, or development tests; use a source
+checkout for those files.
+
+!!! important "PyPI versus `main`"
+    These docs track the latest `main`. The current PyPI release is `0.2.0`.
+    The generic research `openai_compatible` backend, SkillOpt-Sleep handoff,
+    Sleep support for non-Azure OpenAI-compatible endpoints, and the Sleep
+    `--preferences` flag landed after that release and require a source install
+    from `main` until the next release.
+
+### Source checkout
 
 ```bash
 git clone https://github.com/microsoft/SkillOpt.git
 cd SkillOpt
-pip install -e .
+python -m pip install -e .
 ```
 
+Use the source checkout for paper reproduction, built-in benchmark configs,
+and contributions.
+
 ## Optional Dependencies
 
 Install extras for specific benchmarks or backends:
@@ -20,68 +48,115 @@ Install extras for specific benchmarks or backends:
 === "ALFWorld"
 
     ```bash
-    pip install -e ".[alfworld]"
+    python -m pip install -e ".[alfworld]"
     ```
 
-=== "Claude Backend"
+=== "Claude agent SDK (optional)"
 
     ```bash
-    pip install -e ".[claude]"
+    python -m pip install -e ".[claude]"
     ```
 
+    This extra does not install the `claude` executable. The research
+    `claude_chat` backend launches `claude -p`, so install and authenticate the
+    Claude Code CLI separately. The SDK extra is only needed when selecting an
+    SDK-backed Claude Code exec path.
+
 === "Qwen (Local)"
 
     ```bash
-    pip install -e ".[qwen]"
+    python -m pip install -e ".[qwen]"
+    ```
+
+=== "SearchQA data"
+
+    ```bash
+    python -m pip install -e ".[searchqa]"
     ```
 
 === "WebUI"
 
     ```bash
-    pip install -e ".[webui]"
+    python -m pip install -e ".[webui]"
     ```
 
 === "Development"
 
     ```bash
-    pip install -e ".[dev]"
+    python -m pip install -e ".[dev]"
     ```
 
 === "All"
 
     ```bash
-    pip install -e ".[alfworld,claude,qwen,webui,dev]"
+    python -m pip install -e ".[alfworld,claude,qwen,searchqa,webui,docs,dev]"
     ```
 
 ## Environment Variables
 
-Copy the example `.env` file and fill in your credentials:
+From a source checkout, copy the template and fill in only the backend you
+will use:
 
 ```bash
 cp .env.example .env
 ```
 
-Edit `.env` with your API keys:
+SkillOpt does not automatically load `.env`; export it into the current shell
+before running commands:
 
-```ini
-# Azure OpenAI (default backend)
-AZURE_OPENAI_ENDPOINT=https://your-resource.openai.azure.com/
-AZURE_OPENAI_API_KEY=your-key
-
-# Or use OpenAI directly
-OPENAI_API_KEY=sk-...
-
-# Or Anthropic Claude
-ANTHROPIC_API_KEY=sk-ant-...
+```bash
+set -a
+source .env
+set +a
 ```
 
+For Azure OpenAI with API-key authentication, the minimum settings are:
+
+```ini
+AZURE_OPENAI_ENDPOINT=https://your-resource.openai.azure.com/
+AZURE_OPENAI_API_VERSION=2024-12-01-preview
+AZURE_OPENAI_API_KEY=your-key
+AZURE_OPENAI_AUTH_MODE=api_key
+```
+
+Use `AZURE_OPENAI_AUTH_MODE=azure_cli` for Azure CLI credentials, or
+`managed_identity` with an optional
+`AZURE_OPENAI_MANAGED_IDENTITY_CLIENT_ID`.
+
+The research `claude_chat` backend is a Claude Code CLI adapter, not a direct
+Anthropic API client. Install and authenticate `claude`, and set
+`CLAUDE_CLI_BIN` only if the executable is not available as `claude` on
+`PATH`. `ANTHROPIC_API_KEY` is one authentication option the CLI may consume.
+
+OpenAI-compatible servers have three distinct entry points:
+
+1. The research engine's generic `openai_compatible` backend uses
+   `OPENAI_COMPATIBLE_BASE_URL`, `OPENAI_COMPATIBLE_API_KEY`, and
+   `OPENAI_COMPATIBLE_MODEL`.
+2. The research `openai_chat` backend can use
+   `AZURE_OPENAI_AUTH_MODE=openai_compatible` with
+   `AZURE_OPENAI_ENDPOINT` and `AZURE_OPENAI_API_KEY`.
+3. SkillOpt-Sleep uses the same Azure-family variables as item 2 with
+   `skillopt-sleep run --backend azure_openai`.
+
+For research train/eval commands, `model.optimizer` and `model.target` in the
+YAML config are applied after backend initialization. They override model-name
+environment variables such as `OPENAI_COMPATIBLE_MODEL` and
+`QWEN_CHAT_MODEL`; set both role models explicitly when selecting those
+backends.
+
 !!! tip
-    You only need credentials for the backend you plan to use. Azure OpenAI is the default.
+    You only need to configure the backend you plan to use. See
+    [Configuration](configuration.md#model-backends) for exact backend names
+    and role-specific overrides.
 
 ## Verify Installation
 
 ```bash
 python -c "import skillopt; print('SkillOpt ready!')"
+skillopt-train --help
+skillopt-eval --help
+skillopt-sleep --help
 ```
 
 ## Next Steps