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chore: remove meeting-prep PLAN.md from repo (keep local-only) (#652)
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# Local-only meeting-prep planning doc
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/PLAN.md
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PLAN.md
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PLAN.md
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# Meeting Prep — "Next up" prep card
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## Goal
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When a meeting is imminent, surface who will be there by pulling up each
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attendee's existing `person.md` from the knowledge base and showing it — no
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click, no LLM in the hot path. An ambient card that's just *ready* when you
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look.
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This is a deliberately light, deterministic surface. It does **not** replace
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the two existing meeting-prep paths:
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- the chat skill (`assistant/skills/meeting-prep/`) — LLM brief on demand
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- the pre-built automation (`pre_built/meeting-prep.md`) — LLM brief files
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It complements them with an instant, no-LLM "who's in this meeting" view.
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## Decisions (settled)
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| Axis | Choice |
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|------|--------|
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| Surface | **Ambient card**, no notification. Pinned at top of Meetings view. |
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| Activation | Next eligible meeting is **≤ 30 min away**. Outside that → no card. |
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| Depth | **Just show `person.md`** — render the note, no LLM synthesis. |
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| Who | **Everyone incl. teammates.** Skip self / all-day / declined / cancelled. |
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| Sparse meetings | **Notes-first**: attendees with notes shown prominently; the rest collapse into "N others — no notes yet" → expand to create. |
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| No-note action | **Offer to create** a note for that attendee. |
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## Resolution rules
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For each attendee (excluding `self`):
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1. **Email exact match** (case-insensitive) against `KnowledgeIndex.people[].email` — reliable.
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2. Else **name/alias match** on `displayName` → `people[].name` / `people[].aliases`,
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only when it's a **single unambiguous hit**.
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3. Matched → read `person.md`, return `{ name, role, org, path, markdown }`.
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4. Unmatched → returned as a "no note" attendee (name + email).
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Org notes (`Organizations/{Org}.md`) are **deferred** — `person.md` already
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carries Org/Role inline, enough for v1.
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## Architecture
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| Piece | Location | Notes |
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|-------|----------|-------|
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| Attendee → note resolver | **new IPC** `meeting-prep:resolve` in `apps/main/src/ipc.ts` | Input: attendee list (`{email?, displayName?, self?}[]`). Builds/uses `buildKnowledgeIndex()`, resolves per rules above, reads matched notes, returns structured payload. Deterministic + fast. |
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| Shared types | `packages/shared/src/` | `MeetingPrepAttendee`, `MeetingPrepResult` request/response shapes + IPC channel typing. |
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| "Next up" card UI | **new component** rendered above `UpcomingEvents` in `meetings-view.tsx` | Picks next event ≤30 min out, calls IPC, renders notes-first + collapsed others. Reuses existing markdown rendering. |
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| Create-note action | reuse the note-creation agent (only LLM touch, user-initiated) | v1: open a prefilled Copilot chat to create the note (visible/steerable) rather than firing silently. |
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No new background loop — the renderer already polls `calendar_sync/` every
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minute, so the card stays current for free.
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## Build slices
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1. **Resolver IPC + shared types** — `meeting-prep:resolve`, wired through
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preload. Unit-testable in isolation. ← first slice
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2. **"Next up" card UI** — component + 30-min gating + notes-first / collapsed
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rendering, reading from the IPC.
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3. **Create-note action** — prefilled Copilot chat for an unmatched attendee.
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## Out of scope (fast-follow candidates)
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- Notification variant (extend `notify_calendar_meetings.ts` tick).
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- Org-note surfacing.
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- Configurable lead time (hardcode 30 min for v1).
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- LLM-synthesized brief button on the card.
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## Phase 2 — Proactive, meeting-aware prep (6h ahead)
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Shift from a static contact viewer to meeting-aware prep, generated ahead of time.
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### Decisions
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- **Trigger:** a calendar-driven tick (clone of `notify_calendar_meetings.ts`), NOT the
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cron/bg-task engine — fire time is `start − 6h`, which varies per event, so a
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calendar scan + state file is the right fit (self-healing on reschedule/cancel).
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- **Storage:** write a real note → `knowledge/Meetings/prep/<slug>-<date>.md` (openable/editable).
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- **Notify:** none — silent background generation; appears in the Meetings view.
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- **Adaptive by meeting type:**
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- Recurring (`recurringEventId` + prior notes found) → lead with **"Last time" recap**
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(prior instance's `## Action items` / summary), then roster.
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- One-off / new → lead with **agenda** (event `description`), then roster + company.
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- **Roster:** always list every attendee; ones with a note link to it, ones without
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get **Create note**.
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- **AI brief:** the only LLM step. Reuses the `summarizeMeeting` path exactly —
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`generateText` against the user's configured model (`getMeetingNotesModel` /
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`getDefaultModelAndProvider`), tagged `useCase: 'meeting_prep'`. Deterministic
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parts (roster, recap, agenda) are assembled in code; the model only writes the
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"what matters" summary.
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### Build slices
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- **A. Core generator** (`meeting_prep_brief.ts`): assemble context (roster + recap +
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agenda, meeting-type aware) → `generatePrepBrief()` (one model call) → render +
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`writePrepNote()` to `knowledge/Meetings/prep/`. Frontmatter stamps `eventId` /
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`recurringEventId` / `meetingDate` / `generatedAt`.
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- **B. Scheduler** (`meeting_prep_scheduler.ts`): tick (~few min), scan `calendar_sync/`,
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for events starting within 6h, not ended, ≥1 non-self attendee, not already prepped
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(state file keyed by eventId) → generate + write. `init()` wired in `main.ts` beside
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`initCalendarNotifications()`.
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- **C. Card integration:** the inline prep card prefers the generated prep note when it
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exists (instant), else falls back to the live deterministic resolve.
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### Open detail / enabler
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- Notes don't store an event id today, so recap linking is a title/date heuristic.
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Stamp `eventId`/`recurringEventId` into captured notes' frontmatter going forward so
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future links are exact.
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## Verification
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- Resolver: feed known attendee emails → correct note match; unknown → no-note.
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- Card: appears only inside the 30-min window; notes-first ordering; collapse
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toggles; create action opens prefilled chat.
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- `npm run deps && npm run lint` clean.
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