add lookback period and note strictness dropdowns to onboarding

Add two preference dropdowns to the Connected Accounts step:
- Lookback period (1 week / 1 month / 3 months) for Gmail and Fireflies sync
- Note strictness (Auto / High / Medium / Low) with inline descriptions

Replaces hardcoded LOOKBACK_DAYS in sync_gmail and sync_fireflies with
configurable value from ~/.rowboat/config/lookback.json. Adds IPC channels
for reading/writing both configs. SelectItem now supports a description
prop rendered only in the dropdown, not the trigger.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

apps/x/apps/main/src/ipc.ts

@@ -25,7 +25,8 @@ import type { IModelConfigRepo } from '@x/core/dist/models/repo.js';
 import type { IOAuthRepo } from '@x/core/dist/auth/repo.js';
 import { IGranolaConfigRepo } from '@x/core/dist/knowledge/granola/repo.js';
 import { triggerSync as triggerGranolaSync } from '@x/core/dist/knowledge/granola/sync.js';
-import { isOnboardingComplete, markOnboardingComplete } from '@x/core/dist/config/note_creation_config.js';
+import { isOnboardingComplete, markOnboardingComplete, getNoteCreationStrictness, isStrictnessConfigured, setStrictnessAndMarkConfigured, resetStrictnessToAuto } from '@x/core/dist/config/note_creation_config.js';
+import { getLookbackDays, setLookbackDays } from '@x/core/dist/config/lookback_config.js';
 import * as composioHandler from './composio-handler.js';
 import { IAgentScheduleRepo } from '@x/core/dist/agent-schedule/repo.js';
 import { IAgentScheduleStateRepo } from '@x/core/dist/agent-schedule/state-repo.js';
@@ -460,6 +461,28 @@ export function setupIpcHandlers() {
       await stateRepo.deleteAgentState(args.agentName);
       return { success: true };
     },
+    // Config handlers
+    'config:getLookback': async () => {
+      return { days: getLookbackDays() };
+    },
+    'config:setLookback': async (_event, args) => {
+      setLookbackDays(args.days);
+      return { success: true };
+    },
+    'config:getNoteStrictness': async () => {
+      return {
+        strictness: getNoteCreationStrictness(),
+        configured: isStrictnessConfigured(),
+      };
+    },
+    'config:setNoteStrictness': async (_event, args) => {
+      setStrictnessAndMarkConfigured(args.strictness);
+      return { success: true };
+    },
+    'config:resetNoteStrictness': async () => {
+      resetStrictnessToAuto();
+      return { success: true };
+    },
     // Shell integration handlers
     'shell:openPath': async (_event, args) => {
       let filePath = args.path;

apps/x/apps/renderer/src/components/onboarding-modal.tsx

@@ -80,6 +80,12 @@ export function OnboardingModal({ open, onComplete }: OnboardingModalProps) {
   const [granolaLoading, setGranolaLoading] = useState(true)
   const [showMoreProviders, setShowMoreProviders] = useState(false)
 
+  // Lookback period state
+  const [lookbackDays, setLookbackDays] = useState<7 | 30 | 90>(30)
+
+  // Note strictness state
+  const [noteStrictness, setNoteStrictness] = useState<"auto" | "high" | "medium" | "low">("auto")
+
   // Composio/Slack state
   const [composioApiKeyOpen, setComposioApiKeyOpen] = useState(false)
   const [slackConnected, setSlackConnected] = useState(false)
@@ -183,6 +189,50 @@ export function OnboardingModal({ open, onComplete }: OnboardingModalProps) {
     })
   }, [modelsCatalog])
 
+  // Load lookback and note strictness config on mount
+  useEffect(() => {
+    if (!open) return
+    async function loadConfigs() {
+      try {
+        const lookback = await window.ipc.invoke('config:getLookback', null)
+        setLookbackDays(lookback.days)
+      } catch (error) {
+        console.error('Failed to load lookback config:', error)
+      }
+      // Note strictness always defaults to "Auto" in onboarding —
+      // the user makes their explicit choice here.
+    }
+    loadConfigs()
+  }, [open])
+
+  // Handle lookback period change
+  const handleLookbackChange = useCallback(async (value: string) => {
+    const days = Number(value) as 7 | 30 | 90
+    setLookbackDays(days)
+    try {
+      await window.ipc.invoke('config:setLookback', { days })
+    } catch (error) {
+      console.error('Failed to save lookback config:', error)
+      toast.error('Failed to save lookback period')
+    }
+  }, [])
+
+  // Handle note strictness change
+  const handleNoteStrictnessChange = useCallback(async (value: string) => {
+    const strictness = value as "auto" | "high" | "medium" | "low"
+    setNoteStrictness(strictness)
+    try {
+      if (strictness === "auto") {
+        await window.ipc.invoke('config:resetNoteStrictness', null)
+      } else {
+        await window.ipc.invoke('config:setNoteStrictness', { strictness })
+      }
+    } catch (error) {
+      console.error('Failed to save note strictness config:', error)
+      toast.error('Failed to save note strictness')
+    }
+  }, [])
+
   // Load Granola config
   const refreshGranolaConfig = useCallback(async () => {
     try {
@@ -270,7 +320,19 @@ export function OnboardingModal({ open, onComplete }: OnboardingModalProps) {
     }
   }, [startSlackConnect])
 
-  const handleNext = () => {
+  const handleNext = async () => {
+    // Save preferences when leaving the connected accounts step
+    if (currentStep === 1) {
+      try {
+        if (noteStrictness === "auto") {
+          await window.ipc.invoke('config:resetNoteStrictness', null)
+        } else {
+          await window.ipc.invoke('config:setNoteStrictness', { strictness: noteStrictness })
+        }
+      } catch (error) {
+        console.error('Failed to save note strictness config:', error)
+      }
+    }
     if (currentStep < 2) {
       setCurrentStep((prev) => (prev + 1) as Step)
     }
@@ -783,6 +845,48 @@ export function OnboardingModal({ open, onComplete }: OnboardingModalProps) {
               {providers.includes('fireflies-ai') && renderOAuthProvider('fireflies-ai', 'Fireflies', <Mic className="size-5" />, 'AI meeting transcripts')}
             </div>
 
+            {/* Preferences Section */}
+            <div className="space-y-3">
+              <div className="px-3">
+                <span className="text-xs font-medium text-muted-foreground uppercase tracking-wider">Preferences</span>
+              </div>
+              <div className="px-3 space-y-3">
+                <div className="flex items-center justify-between gap-4">
+                  <div className="flex flex-col min-w-0">
+                    <span className="text-sm font-medium">Lookback period</span>
+                    <span className="text-xs text-muted-foreground">How far back to sync emails and meetings</span>
+                  </div>
+                  <Select value={String(lookbackDays)} onValueChange={handleLookbackChange}>
+                    <SelectTrigger className="w-[140px]">
+                      <SelectValue />
+                    </SelectTrigger>
+                    <SelectContent>
+                      <SelectItem value="7">1 week</SelectItem>
+                      <SelectItem value="30">1 month</SelectItem>
+                      <SelectItem value="90">3 months</SelectItem>
+                    </SelectContent>
+                  </Select>
+                </div>
+                <div className="flex items-center justify-between gap-4">
+                  <div className="flex flex-col min-w-0">
+                    <span className="text-sm font-medium">Note strictness</span>
+                    <span className="text-xs text-muted-foreground">Controls what qualifies for creating a note</span>
+                  </div>
+                  <Select value={noteStrictness} onValueChange={handleNoteStrictnessChange}>
+                    <SelectTrigger className="w-[160px]">
+                      <SelectValue />
+                    </SelectTrigger>
+                    <SelectContent>
+                      <SelectItem value="auto" description="Let Rowboat decide">Auto</SelectItem>
+                      <SelectItem value="high" description="Conservative - fewer notes created">High</SelectItem>
+                      <SelectItem value="medium" description="Balance between precision and coverage">Medium</SelectItem>
+                      <SelectItem value="low" description="Lenient - more notes created">Low</SelectItem>
+                    </SelectContent>
+                  </Select>
+                </div>
+              </div>
+            </div>
+
           </>
         )}
       </div>

apps/x/apps/renderer/src/components/ui/select.tsx

@@ -103,8 +103,11 @@ function SelectLabel({
 function SelectItem({
   className,
   children,
+  description,
   ...props
-}: React.ComponentProps<typeof SelectPrimitive.Item>) {
+}: React.ComponentProps<typeof SelectPrimitive.Item> & {
+  description?: string
+}) {
   return (
     <SelectPrimitive.Item
       data-slot="select-item"
@@ -123,6 +126,9 @@ function SelectItem({
         </SelectPrimitive.ItemIndicator>
       </span>
       <SelectPrimitive.ItemText>{children}</SelectPrimitive.ItemText>
+      {description && (
+        <span className="text-xs text-muted-foreground font-normal">{description}</span>
+      )}
     </SelectPrimitive.Item>
   )
 }

apps/x/packages/core/src/config/lookback_config.ts

@@ -0,0 +1,44 @@
+import fs from 'fs';
+import path from 'path';
+import { WorkDir } from './config.js';
+
+export type LookbackDays = 7 | 30 | 90;
+
+interface LookbackConfig {
+    days: LookbackDays;
+}
+
+const CONFIG_FILE = path.join(WorkDir, 'config', 'lookback.json');
+const DEFAULT_DAYS: LookbackDays = 30;
+const VALID_VALUES: LookbackDays[] = [7, 30, 90];
+
+function readConfig(): LookbackConfig {
+    try {
+        if (!fs.existsSync(CONFIG_FILE)) {
+            return { days: DEFAULT_DAYS };
+        }
+        const raw = fs.readFileSync(CONFIG_FILE, 'utf-8');
+        const config = JSON.parse(raw);
+        return {
+            days: VALID_VALUES.includes(config.days) ? config.days : DEFAULT_DAYS,
+        };
+    } catch {
+        return { days: DEFAULT_DAYS };
+    }
+}
+
+function writeConfig(config: LookbackConfig): void {
+    const configDir = path.dirname(CONFIG_FILE);
+    if (!fs.existsSync(configDir)) {
+        fs.mkdirSync(configDir, { recursive: true });
+    }
+    fs.writeFileSync(CONFIG_FILE, JSON.stringify(config, null, 2));
+}
+
+export function getLookbackDays(): LookbackDays {
+    return readConfig().days;
+}
+
+export function setLookbackDays(days: LookbackDays): void {
+    writeConfig({ days });
+}

apps/x/packages/core/src/config/note_creation_config.ts

@@ -90,6 +90,17 @@ export function setStrictnessAndMarkConfigured(strictness: NoteCreationStrictnes
     writeConfig(config);
 }
 
+/**
+ * Reset strictness to default and mark as not configured,
+ * allowing auto-analysis to run again.
+ */
+export function resetStrictnessToAuto(): void {
+    const config = readConfig();
+    config.strictness = DEFAULT_STRICTNESS;
+    config.configured = false;
+    writeConfig(config);
+}
+
 /**
  * Get the agent file name suffix based on strictness.
  */

apps/x/packages/core/src/knowledge/sync_fireflies.ts

@@ -1,6 +1,7 @@
 import fs from 'fs';
 import path from 'path';
 import { WorkDir } from '../config/config.js';
+import { getLookbackDays } from '../config/lookback_config.js';
 import { FirefliesClientFactory } from './fireflies-client-factory.js';
 import { serviceLogger, type ServiceRunContext } from '../services/service_logger.js';
 import { limitEventItems } from './limit_event_items.js';
@@ -9,7 +10,6 @@ import { limitEventItems } from './limit_event_items.js';
 const SYNC_DIR = path.join(WorkDir, 'fireflies_transcripts');
 const SYNC_INTERVAL_MS = 30 * 60 * 1000; // Check every 30 minutes (reduced from 1 minute)
 const STATE_FILE = path.join(SYNC_DIR, 'sync_state.json');
-const LOOKBACK_DAYS = 30; // Last 1 month
 const API_DELAY_MS = 2000; // 2 second delay between API calls
 const RATE_LIMIT_RETRY_DELAY_MS = 60 * 1000; // Wait 1 minute on rate limit
 const MAX_RETRIES = 3; // Maximum retries for rate-limited requests
@@ -406,10 +406,11 @@ async function syncMeetings() {
         }
     }
 
-    // Calculate date range (last 30 days)
+    // Calculate date range based on configured lookback
+    const lookbackDays = getLookbackDays();
     const toDate = new Date();
     const fromDate = new Date();
-    fromDate.setDate(fromDate.getDate() - LOOKBACK_DAYS);
+    fromDate.setDate(fromDate.getDate() - lookbackDays);
 
     const fromDateStr = fromDate.toISOString().split('T')[0]; // YYYY-MM-DD
     const toDateStr = toDate.toISOString().split('T')[0];
@@ -637,7 +638,7 @@ async function syncMeetings() {
 export async function init() {
     console.log('[Fireflies] Starting Fireflies Sync...');
     console.log(`[Fireflies] Will sync every ${SYNC_INTERVAL_MS / 1000} seconds.`);
-    console.log(`[Fireflies] Syncing transcripts from the last ${LOOKBACK_DAYS} days.`);
+    console.log(`[Fireflies] Syncing transcripts from the last ${getLookbackDays()} days.`);
 
     while (true) {
         try {

apps/x/packages/core/src/knowledge/sync_gmail.ts

@@ -4,6 +4,7 @@ import { google, gmail_v1 as gmail } from 'googleapis';
 import { NodeHtmlMarkdown } from 'node-html-markdown'
 import { OAuth2Client } from 'google-auth-library';
 import { WorkDir } from '../config/config.js';
+import { getLookbackDays } from '../config/lookback_config.js';
 import { GoogleClientFactory } from './google-client-factory.js';
 import { serviceLogger, type ServiceRunContext } from '../services/service_logger.js';
 import { limitEventItems } from './limit_event_items.js';
@@ -408,7 +409,7 @@ async function partialSync(auth: OAuth2Client, startHistoryId: string, syncDir:
 }
 
 async function performSync() {
-    const LOOKBACK_DAYS = 30; // Default to 1 month
+    const LOOKBACK_DAYS = getLookbackDays();
     const ATTACHMENTS_DIR = path.join(SYNC_DIR, 'attachments');
     const STATE_FILE = path.join(SYNC_DIR, 'sync_state.json');
 

apps/x/packages/shared/src/ipc.ts

@@ -388,6 +388,41 @@ const ipcSchemas = {
     }),
   },
   // Shell integration channels
+  'config:getLookback': {
+    req: z.null(),
+    res: z.object({
+      days: z.union([z.literal(7), z.literal(30), z.literal(90)]),
+    }),
+  },
+  'config:setLookback': {
+    req: z.object({
+      days: z.union([z.literal(7), z.literal(30), z.literal(90)]),
+    }),
+    res: z.object({
+      success: z.literal(true),
+    }),
+  },
+  'config:getNoteStrictness': {
+    req: z.null(),
+    res: z.object({
+      strictness: z.enum(['low', 'medium', 'high']),
+      configured: z.boolean(),
+    }),
+  },
+  'config:setNoteStrictness': {
+    req: z.object({
+      strictness: z.enum(['low', 'medium', 'high']),
+    }),
+    res: z.object({
+      success: z.literal(true),
+    }),
+  },
+  'config:resetNoteStrictness': {
+    req: z.null(),
+    res: z.object({
+      success: z.literal(true),
+    }),
+  },
   'shell:openPath': {
     req: z.object({ path: z.string() }),
     res: z.object({ error: z.string().optional() }),